require "test_helper" class BalanceSheetTest < ActiveSupport::TestCase setup do @family = families(:empty) end test "calculates total assets" do assert_equal 0, BalanceSheet.new(@family).assets.total create_account(balance: 1000, accountable: Depository.new) create_account(balance: 5000, accountable: OtherAsset.new) create_account(balance: 10000, accountable: CreditCard.new) # ignored assert_equal 1000 + 5000, BalanceSheet.new(@family).assets.total end test "calculates total liabilities" do assert_equal 0, BalanceSheet.new(@family).liabilities.total create_account(balance: 1000, accountable: CreditCard.new) create_account(balance: 5000, accountable: OtherLiability.new) create_account(balance: 10000, accountable: Depository.new) # ignored assert_equal 1000 + 5000, BalanceSheet.new(@family).liabilities.total end test "calculates net worth" do assert_equal 0, BalanceSheet.new(@family).net_worth create_account(balance: 1000, accountable: CreditCard.new) create_account(balance: 50000, accountable: Depository.new) assert_equal 50000 - 1000, BalanceSheet.new(@family).net_worth end test "disabled accounts do not affect totals" do create_account(balance: 1000, accountable: CreditCard.new) create_account(balance: 10000, accountable: Depository.new) other_liability = create_account(balance: 5000, accountable: OtherLiability.new) other_liability.update!(is_active: false) assert_equal 10000 - 1000, BalanceSheet.new(@family).net_worth assert_equal 10000, BalanceSheet.new(@family).assets.total assert_equal 1000, BalanceSheet.new(@family).liabilities.total end test "calculates asset group totals" do create_account(balance: 1000, accountable: Depository.new) create_account(balance: 2000, accountable: Depository.new) create_account(balance: 3000, accountable: Investment.new) create_account(balance: 5000, accountable: OtherAsset.new) create_account(balance: 10000, accountable: CreditCard.new) # ignored asset_groups = BalanceSheet.new(@family).assets.account_groups assert_equal 3, asset_groups.size assert_equal 1000 + 2000, asset_groups.find { |ag| ag.name == "Cash" }.total assert_equal 3000, asset_groups.find { |ag| ag.name == "Investments" }.total assert_equal 5000, asset_groups.find { |ag| ag.name == "Other Assets" }.total end test "calculates liability group totals" do create_account(balance: 1000, accountable: CreditCard.new) create_account(balance: 2000, accountable: CreditCard.new) create_account(balance: 3000, accountable: OtherLiability.new) create_account(balance: 5000, accountable: OtherLiability.new) create_account(balance: 10000, accountable: Depository.new) # ignored liability_groups = BalanceSheet.new(@family).liabilities.account_groups assert_equal 2, liability_groups.size assert_equal 1000 + 2000, liability_groups.find { |ag| ag.name == "Credit Cards" }.total assert_equal 3000 + 5000, liability_groups.find { |ag| ag.name == "Other Liabilities" }.total end private def create_account(attributes = {}) account = @family.accounts.create! name: "Test", currency: "USD", **attributes account end end