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Since the very first 0.1.0-alpha.1 release, we've been moving quickly to add new features to the Maybe app. In doing so, some parts of the codebase have become outdated, unnecessary, or overly-complex as a natural result of this feature prioritization. Now that "core" Maybe is complete, we're moving into a second phase of development where we'll be working hard to improve the accuracy of existing features and build additional features on top of "core". This PR is a quick overhaul of the existing codebase aimed to: - Establish the brand new and simplified dashboard view (pictured above) - Establish and move towards the conventions introduced in Cursor rules and project design overview #1788 - Consolidate layouts and improve the performance of layout queries - Organize the core models of the Maybe domain (i.e. Account::Entry, Account::Transaction, etc.) and break out specific traits of each model into dedicated concerns for better readability - Remove stale / dead code from codebase - Remove overly complex code paths in favor of simpler ones
38 lines
1.8 KiB
Ruby
38 lines
1.8 KiB
Ruby
require "test_helper"
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class Account::ChartableTest < ActiveSupport::TestCase
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test "generates gapfilled balance series" do
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account = accounts(:depository)
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account.balances.delete_all
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account.balances.create!(date: 20.days.ago.to_date, balance: 5000, currency: "USD")
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account.balances.create!(date: 10.days.ago.to_date, balance: 5000, currency: "USD")
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period = Period.last_30_days
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series = account.balance_series(period: period)
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assert_equal period.days, series.values.count
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assert_equal 0, series.values.first.trend.current.amount
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assert_equal 5000, series.values.find { |v| v.date == 20.days.ago.to_date }.trend.current.amount
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assert_equal 5000, series.values.find { |v| v.date == 10.days.ago.to_date }.trend.current.amount
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assert_equal 5000, series.values.last.trend.current.amount
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end
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test "combines assets and liabilities for multiple accounts properly" do
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family = families(:empty)
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asset = family.accounts.create!(name: "Asset", currency: "USD", balance: 5000, accountable: Depository.new)
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liability = family.accounts.create!(name: "Liability", currency: "USD", balance: 2000, accountable: CreditCard.new)
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asset.balances.create!(date: 20.days.ago.to_date, balance: 4000, currency: "USD")
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asset.balances.create!(date: 10.days.ago.to_date, balance: 5000, currency: "USD")
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liability.balances.create!(date: 20.days.ago.to_date, balance: 1000, currency: "USD")
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liability.balances.create!(date: 10.days.ago.to_date, balance: 1500, currency: "USD")
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series = family.accounts.balance_series(currency: "USD", period: Period.last_30_days)
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assert_equal 0, series.values.first.trend.current.amount
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assert_equal 3000, series.values.find { |v| v.date == 20.days.ago.to_date }.trend.current.amount
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assert_equal 3500, series.values.last.trend.current.amount
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end
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end
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