require "test_helper" require "csv" class FamilyTest < ActiveSupport::TestCase def setup @family = families(:dylan_family) @family.accounts.each do |account| account.sync end end test "should have many users" do assert @family.users.size > 0 assert @family.users.include?(users(:family_admin)) end test "should have many accounts" do assert @family.accounts.size > 0 end test "should destroy dependent users" do assert_difference("User.count", -@family.users.count) do @family.destroy end end test "should destroy dependent accounts" do assert_difference("Account.count", -@family.accounts.count) do @family.destroy end end test "should destroy dependent transaction categories" do assert_difference("Transaction::Category.count", -@family.transaction_categories.count) do @family.destroy end end test "should calculate total assets" do assert_equal Money.new(25550), @family.assets_money end test "should calculate total liabilities" do assert_equal Money.new(1000), @family.liabilities_money end test "should calculate net worth" do assert_equal Money.new(24550), @family.net_worth_money end test "should calculate snapshot correctly" do # See this Google Sheet for calculations and expected results for dylan_family: # https://docs.google.com/spreadsheets/d/18LN5N-VLq4b49Mq1fNwF7_eBiHSQB46qQduRtdAEN98/edit?usp=sharing expected_snapshots = CSV.read("test/fixtures/family/expected_snapshots.csv", headers: true).map do |row| { "date" => (Date.current + row["date_offset"].to_i.days).to_date, "net_worth" => row["net_worth"], "assets" => row["assets"], "liabilities" => row["liabilities"] } end asset_series = @family.snapshot[:asset_series] liability_series = @family.snapshot[:liability_series] net_worth_series = @family.snapshot[:net_worth_series] assert_equal expected_snapshots.count, asset_series.data.count assert_equal expected_snapshots.count, liability_series.data.count assert_equal expected_snapshots.count, net_worth_series.data.count expected_snapshots.each_with_index do |row, index| expected = { date: row["date"], assets: row["assets"].to_d, liabilities: row["liabilities"].to_d, net_worth: row["net_worth"].to_d } actual = { date: asset_series.data[index][:date], assets: asset_series.data[index][:value].amount, liabilities: liability_series.data[index][:value].amount, net_worth: net_worth_series.data[index][:value].amount } assert_equal expected, actual end end test "should exclude disabled accounts from calculations" do assets_before = @family.assets liabilities_before = @family.liabilities net_worth_before = @family.net_worth disabled_checking = accounts(:checking) disabled_cc = accounts(:credit_card) disabled_checking.update!(is_active: false) disabled_cc.update!(is_active: false) assert_equal assets_before - disabled_checking.balance, @family.assets assert_equal liabilities_before - disabled_cc.balance, @family.liabilities assert_equal net_worth_before - disabled_checking.balance + disabled_cc.balance, @family.net_worth end test "calculates balances by type" do verify_balances_by_type( period: Period.all, expected_asset_total: BigDecimal("25550"), expected_liability_total: BigDecimal("1000"), expected_asset_groups: { "Account::OtherAsset" => { end_balance: BigDecimal("550"), start_balance: BigDecimal("400"), allocation: 2.15 }, "Account::Depository" => { end_balance: BigDecimal("25000"), start_balance: BigDecimal("25250"), allocation: 97.85 } }, expected_liability_groups: { "Account::Credit" => { end_balance: BigDecimal("1000"), start_balance: BigDecimal("1040"), allocation: 100 } } ) end test "calculates balances by type with a date range filter" do verify_balances_by_type( period: Period.new(name: "custom", date_range: 7.days.ago.to_date..2.days.ago.to_date), expected_asset_total: BigDecimal("26050"), expected_liability_total: BigDecimal("1000"), expected_asset_groups: { "Account::OtherAsset" => { end_balance: BigDecimal("550"), start_balance: BigDecimal("700"), allocation: 2.11 }, "Account::Depository" => { end_balance: BigDecimal("25500"), start_balance: BigDecimal("24510"), allocation: 97.89 } }, expected_liability_groups: { "Account::Credit" => { end_balance: BigDecimal("1000"), start_balance: BigDecimal("990"), allocation: 100 } } ) end test "calculates balances by type with disabled account" do disabled_checking = accounts(:checking).update!(is_active: false) verify_balances_by_type( period: Period.all, expected_asset_total: BigDecimal("20550"), expected_liability_total: BigDecimal("1000"), expected_asset_groups: { "Account::OtherAsset" => { end_balance: BigDecimal("550"), start_balance: BigDecimal("400"), allocation: 2.68 }, "Account::Depository" => { end_balance: BigDecimal("20000"), start_balance: BigDecimal("21250"), allocation: 97.32 } }, expected_liability_groups: { "Account::Credit" => { end_balance: BigDecimal("1000"), start_balance: BigDecimal("1040"), allocation: 100 } } ) end private def verify_balances_by_type(period:, expected_asset_total:, expected_liability_total:, expected_asset_groups:, expected_liability_groups:) result = @family.accounts.by_group(period) asset_total = result[:asset][:total] liability_total = result[:liability][:total] assert_equal expected_asset_total, asset_total assert_equal expected_liability_total, liability_total asset_groups = result[:asset][:groups] liability_groups = result[:liability][:groups] assert_equal expected_asset_groups.keys, asset_groups.keys expected_asset_groups.each do |type, expected_values| assert_equal expected_values[:end_balance], asset_groups[type][:end_balance] assert_equal expected_values[:start_balance], asset_groups[type][:start_balance] assert_equal expected_values[:allocation], asset_groups[type][:allocation] end assert_equal expected_liability_groups.keys, liability_groups.keys expected_liability_groups.each do |type, expected_values| assert_equal expected_values[:end_balance], liability_groups[type][:end_balance] assert_equal expected_values[:start_balance], liability_groups[type][:start_balance] assert_equal expected_values[:allocation], liability_groups[type][:allocation] end end end