require "test_helper" 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 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 "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 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 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