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Code Issues Releases Activity Actions

Use new balance components in activity feed (#2511)

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* Balance reconcilations with new components

* Fix materializer and test assumptions

* Fix investment valuation calculations and recon display

* Lint fixes

* Balance series uses new component fields
This commit is contained in:
Zach Gollwitzer 2025-07-23 18:15:14 -04:00 • committed by GitHub
parent 3f92fe0f6f
commit f7f6ebb091
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17 changed files with 723 additions and 539 deletions
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30
test/models/balance/chart_series_builder_test.rb
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@ -1,6 +1,8 @@
require "test_helper"
class Balance::ChartSeriesBuilderTest < ActiveSupport::TestCase
include BalanceTestHelper
setup do
end
@ -9,9 +11,9 @@ class Balance::ChartSeriesBuilderTest < ActiveSupport::TestCase
account.balances.destroy_all
# With gaps
account.balances.create!(date: 3.days.ago.to_date, balance: 1000, currency: "USD")
account.balances.create!(date: 1.day.ago.to_date, balance: 1100, currency: "USD")
account.balances.create!(date: Date.current, balance: 1200, currency: "USD")
create_balance(account: account, date: 3.days.ago.to_date, balance: 1000)
create_balance(account: account, date: 1.day.ago.to_date, balance: 1100)
create_balance(account: account, date: Date.current, balance: 1200)
builder = Balance::ChartSeriesBuilder.new(
account_ids: [ account.id ],
@ -38,9 +40,9 @@ class Balance::ChartSeriesBuilderTest < ActiveSupport::TestCase
account = accounts(:depository)
account.balances.destroy_all
account.balances.create!(date: 2.days.ago.to_date, balance: 1000, currency: "USD")
account.balances.create!(date: 1.day.ago.to_date, balance: 1100, currency: "USD")
account.balances.create!(date: Date.current, balance: 1200, currency: "USD")
create_balance(account: account, date: 2.days.ago.to_date, balance: 1000)
create_balance(account: account, date: 1.day.ago.to_date, balance: 1100)
create_balance(account: account, date: Date.current, balance: 1200)
builder = Balance::ChartSeriesBuilder.new(
account_ids: [ account.id ],
@ -68,13 +70,13 @@ class Balance::ChartSeriesBuilderTest < ActiveSupport::TestCase
Balance.destroy_all
asset_account.balances.create!(date: 3.days.ago.to_date, balance: 500, currency: "USD")
asset_account.balances.create!(date: 1.day.ago.to_date, balance: 1000, currency: "USD")
asset_account.balances.create!(date: Date.current, balance: 1000, currency: "USD")
create_balance(account: asset_account, date: 3.days.ago.to_date, balance: 500)
create_balance(account: asset_account, date: 1.day.ago.to_date, balance: 1000)
create_balance(account: asset_account, date: Date.current, balance: 1000)
liability_account.balances.create!(date: 3.days.ago.to_date, balance: 200, currency: "USD")
liability_account.balances.create!(date: 2.days.ago.to_date, balance: 200, currency: "USD")
liability_account.balances.create!(date: Date.current, balance: 100, currency: "USD")
create_balance(account: liability_account, date: 3.days.ago.to_date, balance: 200)
create_balance(account: liability_account, date: 2.days.ago.to_date, balance: 200)
create_balance(account: liability_account, date: Date.current, balance: 100)
builder = Balance::ChartSeriesBuilder.new(
account_ids: [ asset_account.id, liability_account.id ],
@ -98,8 +100,8 @@ class Balance::ChartSeriesBuilderTest < ActiveSupport::TestCase
account = accounts(:credit_card)
account.balances.destroy_all
account.balances.create!(date: 1.day.ago.to_date, balance: 1000, currency: "USD")
account.balances.create!(date: Date.current, balance: 500, currency: "USD")
create_balance(account: account, date: 1.day.ago.to_date, balance: 1000)
create_balance(account: account, date: Date.current, balance: 500)
builder = Balance::ChartSeriesBuilder.new(
account_ids: [ account.id ],