mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-18 20:59:39 +02:00
* Add kind field to valuation * Fix schema conflict * Add kind to valuation * Scaffold opening balance manager * Opening balance manager implementation * Update account import to use opening balance manager + tests * Update account to use opening balance manager * Fix test assertions, usage of current balance manager * Lint fixes * Add Opening Balance manager, add tests to forward calculator * Add credit card to "all cash" designation * Simplify valuation model * Add current balance manager with tests * Add current balance logic to reverse calculator and plaid sync * Tweaks to initial calc logic * Ledger testing helper, tweak assertions for reverse calculator * Update test assertions * Extract balance transformer, simplify calculators * Algo simplifications * Final tweaks to calculators * Cleanup * Fix error, propagate sync errors up to parent * Update migration script, valuation naming
111 lines
3.7 KiB
Ruby
111 lines
3.7 KiB
Ruby
require "test_helper"
|
|
|
|
class Valuation::NameTest < ActiveSupport::TestCase
|
|
# Opening anchor tests
|
|
test "generates opening anchor name for Property" do
|
|
name = Valuation::Name.new("opening_anchor", "Property")
|
|
assert_equal "Original purchase price", name.to_s
|
|
end
|
|
|
|
test "generates opening anchor name for Loan" do
|
|
name = Valuation::Name.new("opening_anchor", "Loan")
|
|
assert_equal "Original principal", name.to_s
|
|
end
|
|
|
|
test "generates opening anchor name for Investment" do
|
|
name = Valuation::Name.new("opening_anchor", "Investment")
|
|
assert_equal "Opening account value", name.to_s
|
|
end
|
|
|
|
test "generates opening anchor name for Vehicle" do
|
|
name = Valuation::Name.new("opening_anchor", "Vehicle")
|
|
assert_equal "Original purchase price", name.to_s
|
|
end
|
|
|
|
test "generates opening anchor name for Crypto" do
|
|
name = Valuation::Name.new("opening_anchor", "Crypto")
|
|
assert_equal "Opening account value", name.to_s
|
|
end
|
|
|
|
test "generates opening anchor name for OtherAsset" do
|
|
name = Valuation::Name.new("opening_anchor", "OtherAsset")
|
|
assert_equal "Opening account value", name.to_s
|
|
end
|
|
|
|
test "generates opening anchor name for other account types" do
|
|
name = Valuation::Name.new("opening_anchor", "Depository")
|
|
assert_equal "Opening balance", name.to_s
|
|
end
|
|
|
|
# Current anchor tests
|
|
test "generates current anchor name for Property" do
|
|
name = Valuation::Name.new("current_anchor", "Property")
|
|
assert_equal "Current market value", name.to_s
|
|
end
|
|
|
|
test "generates current anchor name for Loan" do
|
|
name = Valuation::Name.new("current_anchor", "Loan")
|
|
assert_equal "Current loan balance", name.to_s
|
|
end
|
|
|
|
test "generates current anchor name for Investment" do
|
|
name = Valuation::Name.new("current_anchor", "Investment")
|
|
assert_equal "Current account value", name.to_s
|
|
end
|
|
|
|
test "generates current anchor name for Vehicle" do
|
|
name = Valuation::Name.new("current_anchor", "Vehicle")
|
|
assert_equal "Current market value", name.to_s
|
|
end
|
|
|
|
test "generates current anchor name for Crypto" do
|
|
name = Valuation::Name.new("current_anchor", "Crypto")
|
|
assert_equal "Current account value", name.to_s
|
|
end
|
|
|
|
test "generates current anchor name for OtherAsset" do
|
|
name = Valuation::Name.new("current_anchor", "OtherAsset")
|
|
assert_equal "Current account value", name.to_s
|
|
end
|
|
|
|
test "generates current anchor name for other account types" do
|
|
name = Valuation::Name.new("current_anchor", "Depository")
|
|
assert_equal "Current balance", name.to_s
|
|
end
|
|
|
|
# Reconciliation tests
|
|
test "generates recon name for Property" do
|
|
name = Valuation::Name.new("reconciliation", "Property")
|
|
assert_equal "Manual value update", name.to_s
|
|
end
|
|
|
|
test "generates recon name for Investment" do
|
|
name = Valuation::Name.new("reconciliation", "Investment")
|
|
assert_equal "Manual value update", name.to_s
|
|
end
|
|
|
|
test "generates recon name for Vehicle" do
|
|
name = Valuation::Name.new("reconciliation", "Vehicle")
|
|
assert_equal "Manual value update", name.to_s
|
|
end
|
|
|
|
test "generates recon name for Crypto" do
|
|
name = Valuation::Name.new("reconciliation", "Crypto")
|
|
assert_equal "Manual value update", name.to_s
|
|
end
|
|
|
|
test "generates recon name for OtherAsset" do
|
|
name = Valuation::Name.new("reconciliation", "OtherAsset")
|
|
assert_equal "Manual value update", name.to_s
|
|
end
|
|
|
|
test "generates recon name for Loan" do
|
|
name = Valuation::Name.new("reconciliation", "Loan")
|
|
assert_equal "Manual principal update", name.to_s
|
|
end
|
|
|
|
test "generates recon name for other account types" do
|
|
name = Valuation::Name.new("reconciliation", "Depository")
|
|
assert_equal "Manual balance update", name.to_s
|
|
end
|
|
end
|