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* Transfer data model migration * Transfers and payment modeling and UI improvements * Fix CI * Transfer matching flow * Better UI for transfers * Auto transfer matching, approve, reject flow * Mark transfers created from form as confirmed * Account filtering * Excluded rejected transfers from calculations * Calculation tweaks with transfer exclusions * Clean up migration
160 lines
5.8 KiB
Ruby
160 lines
5.8 KiB
Ruby
require "test_helper"
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require "csv"
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class FamilyTest < ActiveSupport::TestCase
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include Account::EntriesTestHelper
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include SyncableInterfaceTest
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def setup
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@family = families(:empty)
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@syncable = families(:dylan_family)
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end
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test "syncs plaid items and manual accounts" do
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family_sync = syncs(:family)
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manual_accounts_count = @syncable.accounts.manual.count
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items_count = @syncable.plaid_items.count
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Account.any_instance.expects(:sync_data)
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.with(start_date: nil)
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.times(manual_accounts_count)
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PlaidItem.any_instance.expects(:sync_data)
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.with(start_date: nil)
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.times(items_count)
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@syncable.sync_data(start_date: family_sync.start_date)
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end
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test "calculates assets" do
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assert_equal Money.new(0, @family.currency), @family.assets
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create_account(balance: 1000, accountable: Depository.new)
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create_account(balance: 5000, accountable: OtherAsset.new)
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create_account(balance: 10000, accountable: CreditCard.new) # ignored
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assert_equal Money.new(1000 + 5000, @family.currency), @family.assets
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end
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test "calculates liabilities" do
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assert_equal Money.new(0, @family.currency), @family.liabilities
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create_account(balance: 1000, accountable: CreditCard.new)
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create_account(balance: 5000, accountable: OtherLiability.new)
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create_account(balance: 10000, accountable: Depository.new) # ignored
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assert_equal Money.new(1000 + 5000, @family.currency), @family.liabilities
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end
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test "calculates net worth" do
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assert_equal Money.new(0, @family.currency), @family.net_worth
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create_account(balance: 1000, accountable: CreditCard.new)
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create_account(balance: 50000, accountable: Depository.new)
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assert_equal Money.new(50000 - 1000, @family.currency), @family.net_worth
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end
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test "should exclude disabled accounts from calculations" do
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cc = create_account(balance: 1000, accountable: CreditCard.new)
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create_account(balance: 50000, accountable: Depository.new)
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assert_equal Money.new(50000 - 1000, @family.currency), @family.net_worth
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cc.update! is_active: false
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assert_equal Money.new(50000, @family.currency), @family.net_worth
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end
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test "calculates snapshot" do
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asset = create_account(balance: 500, accountable: Depository.new)
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liability = create_account(balance: 100, accountable: CreditCard.new)
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asset.balances.create! date: 1.day.ago.to_date, currency: "USD", balance: 450
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asset.balances.create! date: Date.current, currency: "USD", balance: 500
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liability.balances.create! date: 1.day.ago.to_date, currency: "USD", balance: 50
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liability.balances.create! date: Date.current, currency: "USD", balance: 100
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expected_asset_series = [
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{ date: 1.day.ago.to_date, value: Money.new(450) },
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{ date: Date.current, value: Money.new(500) }
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]
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expected_liability_series = [
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{ date: 1.day.ago.to_date, value: Money.new(50) },
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{ date: Date.current, value: Money.new(100) }
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]
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expected_net_worth_series = [
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{ date: 1.day.ago.to_date, value: Money.new(450 - 50) },
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{ date: Date.current, value: Money.new(500 - 100) }
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]
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assert_equal expected_asset_series, @family.snapshot[:asset_series].values.map { |v| { date: v.date, value: v.value } }
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assert_equal expected_liability_series, @family.snapshot[:liability_series].values.map { |v| { date: v.date, value: v.value } }
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assert_equal expected_net_worth_series, @family.snapshot[:net_worth_series].values.map { |v| { date: v.date, value: v.value } }
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end
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test "calculates top movers" do
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checking_account = create_account(balance: 500, accountable: Depository.new)
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savings_account = create_account(balance: 1000, accountable: Depository.new)
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create_transaction(account: checking_account, date: 2.days.ago.to_date, amount: -1000)
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create_transaction(account: checking_account, date: 1.day.ago.to_date, amount: 10)
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create_transaction(account: savings_account, date: 2.days.ago.to_date, amount: -5000)
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zero_income_zero_expense_account = create_account(balance: 200, accountable: Depository.new)
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create_transaction(account: zero_income_zero_expense_account, amount: 0)
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snapshot = @family.snapshot_account_transactions
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top_spenders = snapshot[:top_spenders]
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top_earners = snapshot[:top_earners]
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top_savers = snapshot[:top_savers]
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assert_equal [ 10 ], top_spenders.map(&:spending)
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assert_equal [ 5000, 1000 ], top_earners.map(&:income)
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assert_equal [ 1, 0.99 ], top_savers.map(&:savings_rate)
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end
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test "calculates rolling transaction totals" do
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account = create_account(balance: 1000, accountable: Depository.new)
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create_transaction(account: account, date: 2.days.ago.to_date, amount: -500)
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create_transaction(account: account, date: 1.day.ago.to_date, amount: 100)
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create_transaction(account: account, date: Date.current, amount: 20)
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snapshot = @family.snapshot_transactions
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expected_income_series = [
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 500, 500, 500
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]
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assert_equal expected_income_series, snapshot[:income_series].values.map(&:value).map(&:amount)
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expected_spending_series = [
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 0, 100, 120
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]
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assert_equal expected_spending_series, snapshot[:spending_series].values.map(&:value).map(&:amount)
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expected_savings_rate_series = [
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0,
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0, 0, 1, 0.8, 0.76
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]
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assert_equal expected_savings_rate_series, snapshot[:savings_rate_series].values.map(&:value).map { |v| v.round(2) }
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end
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private
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def create_account(attributes = {})
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account = @family.accounts.create! name: "Test", currency: "USD", **attributes
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account
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end
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end
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