require "test_helper" class Account::ChartableTest < ActiveSupport::TestCase test "generates gapfilled balance series" do account = accounts(:depository) account.balances.delete_all account.balances.create!(date: 20.days.ago.to_date, balance: 5000, currency: "USD") account.balances.create!(date: 10.days.ago.to_date, balance: 5000, currency: "USD") period = Period.last_30_days series = account.balance_series(period: period) assert_equal period.days, series.values.count assert_equal 0, series.values.first.trend.current.amount assert_equal 5000, series.values.find { |v| v.date == 20.days.ago.to_date }.trend.current.amount assert_equal 5000, series.values.find { |v| v.date == 10.days.ago.to_date }.trend.current.amount assert_equal 5000, series.values.last.trend.current.amount end test "combines assets and liabilities for multiple accounts properly" do family = families(:empty) asset = family.accounts.create!(name: "Asset", currency: "USD", balance: 5000, accountable: Depository.new) liability = family.accounts.create!(name: "Liability", currency: "USD", balance: 2000, accountable: CreditCard.new) asset.balances.create!(date: 20.days.ago.to_date, balance: 4000, currency: "USD") asset.balances.create!(date: 10.days.ago.to_date, balance: 5000, currency: "USD") liability.balances.create!(date: 20.days.ago.to_date, balance: 1000, currency: "USD") liability.balances.create!(date: 10.days.ago.to_date, balance: 1500, currency: "USD") series = family.accounts.balance_series(currency: "USD", period: Period.last_30_days) assert_equal 0, series.values.first.trend.current.amount assert_equal 3000, series.values.find { |v| v.date == 20.days.ago.to_date }.trend.current.amount assert_equal 3500, series.values.last.trend.current.amount end test "generates correct totals for multi currency families" do family = families(:empty) family.update!(currency: "USD") usd_account = family.accounts.create!(name: "Asset", currency: "USD", balance: 5000, accountable: Depository.new) eur_account = family.accounts.create!(name: "Asset", currency: "EUR", balance: 1000, accountable: Depository.new) usd_account.balances.create!(date: 3.days.ago.to_date, balance: 5000, currency: "USD") eur_account.balances.create!(date: 3.days.ago.to_date, balance: 1000, currency: "EUR") # 1 EUR = 1.1 USD, so 1000 EUR = 1100 USD ExchangeRate.create!(from_currency: "EUR", to_currency: "USD", date: 3.days.ago.to_date, rate: 1.1) ExchangeRate.create!(from_currency: "EUR", to_currency: "USD", date: 2.days.ago.to_date, rate: 1.1) ExchangeRate.create!(from_currency: "EUR", to_currency: "USD", date: 1.days.ago.to_date, rate: 1.1) ExchangeRate.create!(from_currency: "EUR", to_currency: "USD", date: Date.current, rate: 1.1) series = family.accounts.balance_series(currency: "USD", period: Period.last_7_days) assert_equal 0, series.values.first.trend.current.amount assert_equal 6100, series.values.find { |v| v.date == 3.days.ago.to_date }.trend.current.amount assert_equal 6100, series.values.last.trend.current.amount end end