1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-24 15:49:39 +02:00
Maybe/test/models/family_test.rb
Zach Gollwitzer f904d9d062
Add the ability to "rollup" values in a time series (#554)
* 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
2024-03-19 09:10:40 -04:00

98 lines
3.3 KiB
Ruby

require "test_helper"
require "csv"
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 destroy dependent transaction categories" do
assert_difference("Transaction::Category.count", -@family.transaction_categories.count) do
@family.destroy
end
end
test "should calculate total assets" do
assert_equal Money.new(25550), @family.assets_money
end
test "should calculate total liabilities" do
assert_equal Money.new(1000), @family.liabilities_money
end
test "should calculate net worth" do
assert_equal Money.new(24550), @family.net_worth_money
end
test "should calculate snapshot correctly" do
# See this Google Sheet for calculations and expected results for dylan_family:
# https://docs.google.com/spreadsheets/d/18LN5N-VLq4b49Mq1fNwF7_eBiHSQB46qQduRtdAEN98/edit?usp=sharing
expected_snapshots = CSV.read("test/fixtures/family/expected_snapshots.csv", headers: true).map do |row|
{
"date" => (Date.current + row["date_offset"].to_i.days).to_date,
"net_worth" => row["net_worth"],
"assets" => row["assets"],
"liabilities" => row["liabilities"]
}
end
asset_series = @family.snapshot[:asset_series]
liability_series = @family.snapshot[:liability_series]
net_worth_series = @family.snapshot[:net_worth_series]
assert_equal expected_snapshots.count, asset_series.values.count
assert_equal expected_snapshots.count, liability_series.values.count
assert_equal expected_snapshots.count, net_worth_series.values.count
expected_snapshots.each_with_index do |row, index|
expected_assets = TimeSeries::Value.new(date: row["date"], value: Money.new(row["assets"].to_d))
expected_liabilities = TimeSeries::Value.new(date: row["date"], value: Money.new(row["liabilities"].to_d))
expected_net_worth = TimeSeries::Value.new(date: row["date"], value: Money.new(row["net_worth"].to_d))
assert_equal expected_assets, asset_series.values[index]
assert_equal expected_liabilities, liability_series.values[index]
assert_equal expected_net_worth, net_worth_series.values[index]
end
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
end