Net worth calculation (#508)

* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Fix lint errors

test/controllers/accounts_controller_test.rb

@@ -3,7 +3,7 @@ require "test_helper"
 class AccountsControllerTest < ActionDispatch::IntegrationTest
   setup do
     sign_in @user = users(:family_admin)
-    @account = accounts(:generic)
+    @account = accounts(:checking)
   end
 
   test "new" do

test/controllers/valuations_controller_test.rb

@@ -3,7 +3,7 @@ require "test_helper"
 class ValuationsControllerTest < ActionDispatch::IntegrationTest
   setup do
     sign_in @user = users(:family_admin)
-    @account = accounts(:generic)
+    @account = accounts(:checking)
   end
 
   test "new" do

test/fixtures/accounts.yml

@@ -1,29 +1,27 @@
-# No transactions, no valuations, just a generic account
-generic:
-  family: dylan_family
-  name: No history, generic account
-  balance: 1200
-
 # Account with only valuations
 collectable:
   family: dylan_family
   name: Collectable Account
   balance: 550
+  accountable_type: Account::OtherAsset
 
 # Account with only transactions
 checking:
   family: dylan_family
   name: Checking Account
   balance: 5000
+  accountable_type: Account::Depository
 
 # Account with both transactions and valuations
 savings_with_valuation_overrides:
   family: dylan_family
   name: Savings account with valuation overrides
   balance: 20000
+  accountable_type: Account::Depository
 
 # Liability account
 credit_card:
   family: dylan_family
   name: Credit Card
   balance: 1000
+  accountable_type: Account::Credit

test/models/family_test.rb

@@ -2,27 +2,80 @@ require "test_helper"
 
 class FamilyTest < ActiveSupport::TestCase
   def setup
-    @dylan_family = families(:dylan_family)
+    @family = families(:dylan_family)
+
+    @family.accounts.each do |account|
+      account.accountable = account.classification == "asset" ? account_other_assets(:one) : account_other_liabilities(:one)
+      account.sync
+    end
   end
 
   test "should have many users" do
-    assert @dylan_family.users.size > 0
-    assert @dylan_family.users.include?(users(:family_admin))
+    assert @family.users.size > 0
+    assert @family.users.include?(users(:family_admin))
   end
 
   test "should have many accounts" do
-    assert @dylan_family.accounts.size > 0
+    assert @family.accounts.size > 0
   end
 
   test "should destroy dependent users" do
-    assert_difference("User.count", -@dylan_family.users.count) do
-      @dylan_family.destroy
+    assert_difference("User.count", -@family.users.count) do
+      @family.destroy
     end
   end
 
   test "should destroy dependent accounts" do
-    assert_difference("Account.count", -@dylan_family.accounts.count) do
-      @dylan_family.destroy
+    assert_difference("Account.count", -@family.accounts.count) do
+      @family.destroy
     end
   end
+
+  test "should calculate total assets" do
+    assert_equal BigDecimal("25550"), @family.assets
+  end
+
+  test "should calculate total liabilities" do
+    assert_equal BigDecimal("1000"), @family.liabilities
+  end
+
+  test "should calculate net worth" do
+    assert_equal BigDecimal("24550"), @family.net_worth
+  end
+
+  test "calculates asset series" do
+    # Sum of expected balances for all asset accounts in balance_calculator_test.rb
+    expected_balances = [
+      25650, 26135, 26135, 26135, 26135, 25385, 25385, 25385, 26460, 26460,
+      26460, 26460, 24460, 24460, 24460, 24440, 24440, 24440, 25210, 25210,
+      25210, 25210, 25210, 25210, 25210, 25400, 25250, 26050, 26050, 26050,
+      25550
+    ].map(&:to_d)
+
+    assert_equal expected_balances, @family.asset_series.data.map { |b| b[:value].amount }
+  end
+
+  test "calculates liability series" do
+    # Sum of expected balances for all liability accounts in balance_calculator_test.rb
+    expected_balances = [
+      1040, 940, 940, 940, 940, 940, 940, 940, 940, 940,
+      940, 940, 940, 940, 940, 960, 960, 960, 990, 990,
+      990, 990, 990, 990, 990, 1000, 1000, 1000, 1000, 1000,
+      1000
+    ].map(&:to_d)
+
+    assert_equal expected_balances, @family.liability_series.data.map { |b| b[:value].amount }
+  end
+
+  test "calculates net worth" do
+    # Net difference between asset and liability series above
+    expected_balances = [
+      24610, 25195, 25195, 25195, 25195, 24445, 24445, 24445, 25520, 25520,
+      25520, 25520, 23520, 23520, 23520, 23480, 23480, 23480, 24220, 24220,
+      24220, 24220, 24220, 24220, 24220, 24400, 24250, 25050, 25050, 25050,
+      24550
+    ].map(&:to_d)
+
+    assert_equal expected_balances, @family.net_worth_series.data.map { |b| b[:value].amount }
+  end
 end