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* Clean up time series models * Add value group rollup class for summarizing hierarchical data * Integrate new classes * Update UI to use new patterns * Update D3 charts to expect new data format * Clean up account model * More cleanup * Money improvements * Use new money fields * Remove invalid fixture data to avoid orphaned accountables * Update time series to work better with collections * Fix tests and UI bugs
98 lines
3.3 KiB
Ruby
98 lines
3.3 KiB
Ruby
require "test_helper"
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require "csv"
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class FamilyTest < ActiveSupport::TestCase
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def setup
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@family = families(:dylan_family)
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@family.accounts.each do |account|
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account.sync
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end
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end
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test "should have many users" do
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assert @family.users.size > 0
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assert @family.users.include?(users(:family_admin))
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end
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test "should have many accounts" do
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assert @family.accounts.size > 0
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end
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test "should destroy dependent users" do
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assert_difference("User.count", -@family.users.count) do
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@family.destroy
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end
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end
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test "should destroy dependent accounts" do
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assert_difference("Account.count", -@family.accounts.count) do
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@family.destroy
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end
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end
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test "should destroy dependent transaction categories" do
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assert_difference("Transaction::Category.count", -@family.transaction_categories.count) do
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@family.destroy
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end
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end
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test "should calculate total assets" do
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assert_equal Money.new(25550), @family.assets_money
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end
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test "should calculate total liabilities" do
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assert_equal Money.new(1000), @family.liabilities_money
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end
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test "should calculate net worth" do
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assert_equal Money.new(24550), @family.net_worth_money
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end
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test "should calculate snapshot correctly" do
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# See this Google Sheet for calculations and expected results for dylan_family:
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# https://docs.google.com/spreadsheets/d/18LN5N-VLq4b49Mq1fNwF7_eBiHSQB46qQduRtdAEN98/edit?usp=sharing
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expected_snapshots = CSV.read("test/fixtures/family/expected_snapshots.csv", headers: true).map do |row|
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{
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"date" => (Date.current + row["date_offset"].to_i.days).to_date,
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"net_worth" => row["net_worth"],
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"assets" => row["assets"],
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"liabilities" => row["liabilities"]
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}
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end
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asset_series = @family.snapshot[:asset_series]
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liability_series = @family.snapshot[:liability_series]
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net_worth_series = @family.snapshot[:net_worth_series]
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assert_equal expected_snapshots.count, asset_series.values.count
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assert_equal expected_snapshots.count, liability_series.values.count
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assert_equal expected_snapshots.count, net_worth_series.values.count
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expected_snapshots.each_with_index do |row, index|
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expected_assets = TimeSeries::Value.new(date: row["date"], value: Money.new(row["assets"].to_d))
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expected_liabilities = TimeSeries::Value.new(date: row["date"], value: Money.new(row["liabilities"].to_d))
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expected_net_worth = TimeSeries::Value.new(date: row["date"], value: Money.new(row["net_worth"].to_d))
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assert_equal expected_assets, asset_series.values[index]
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assert_equal expected_liabilities, liability_series.values[index]
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assert_equal expected_net_worth, net_worth_series.values[index]
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end
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end
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test "should exclude disabled accounts from calculations" do
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assets_before = @family.assets
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liabilities_before = @family.liabilities
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net_worth_before = @family.net_worth
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disabled_checking = accounts(:checking)
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disabled_cc = accounts(:credit_card)
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disabled_checking.update!(is_active: false)
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disabled_cc.update!(is_active: false)
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assert_equal assets_before - disabled_checking.balance, @family.assets
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assert_equal liabilities_before - disabled_cc.balance, @family.liabilities
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assert_equal net_worth_before - disabled_checking.balance + disabled_cc.balance, @family.net_worth
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end
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end
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