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Maybe/test/models/value_group_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

145 lines
5.3 KiB
Ruby

require "test_helper"
class ValueGroupTest < ActiveSupport::TestCase
setup do
checking = accounts(:checking)
savings = accounts(:savings_with_valuation_overrides)
collectable = accounts(:collectable)
# Level 1
@assets = ValueGroup.new("Assets")
# Level 2
@depositories = @assets.add_child_node("Depositories")
@other_assets = @assets.add_child_node("Other Assets")
# Level 3 (leaf/value nodes)
@checking_node = @depositories.add_value_node(checking)
@savings_node = @depositories.add_value_node(savings)
@collectable_node = @other_assets.add_value_node(collectable)
end
test "empty group works" do
group = ValueGroup.new
assert_equal "Root", group.name
assert_equal [], group.children
assert_equal 0, group.sum
assert_equal 0, group.avg
assert_equal 100, group.percent_of_total
assert_nil group.parent
end
test "group without value nodes has no value" do
assets = ValueGroup.new("Assets")
depositories = assets.add_child_node("Depositories")
assert_equal 0, assets.sum
assert_equal 0, depositories.sum
end
test "sum equals value at leaf level" do
assert_equal @checking_node.value, @checking_node.sum
assert_equal @savings_node.value, @savings_node.sum
assert_equal @collectable_node.value, @collectable_node.sum
end
test "value is nil at rollup levels" do
assert_not_equal @depositories.value, @depositories.sum
assert_nil @depositories.value
assert_nil @other_assets.value
end
test "generates list of value nodes regardless of level in hierarchy" do
assert_equal [ @checking_node, @savings_node, @collectable_node ], @assets.value_nodes
assert_equal [ @checking_node, @savings_node ], @depositories.value_nodes
assert_equal [ @collectable_node ], @other_assets.value_nodes
end
test "group with value nodes aggregates totals correctly" do
assert_equal 5000, @checking_node.sum
assert_equal 20000, @savings_node.sum
assert_equal 550, @collectable_node.sum
assert_equal 25000, @depositories.sum
assert_equal 550, @other_assets.sum
assert_equal 25550, @assets.sum
end
test "group averages leaf nodes" do
assert_equal 5000, @checking_node.avg
assert_equal 20000, @savings_node.avg
assert_equal 550, @collectable_node.avg
assert_in_delta 12500, @depositories.avg, 0.01
assert_in_delta 550, @other_assets.avg, 0.01
assert_in_delta 8516.67, @assets.avg, 0.01
end
# Percentage of parent group (i.e. collectable is 100% of "Other Assets" group)
test "group calculates percent of parent total" do
assert_equal 100, @assets.percent_of_total
assert_in_delta 97.85, @depositories.percent_of_total, 0.1
assert_in_delta 2.15, @other_assets.percent_of_total, 0.1
assert_in_delta 80.0, @savings_node.percent_of_total, 0.1
assert_in_delta 20.0, @checking_node.percent_of_total, 0.1
assert_equal 100, @collectable_node.percent_of_total
end
test "handles unbalanced tree" do
vehicles = @assets.add_child_node("Vehicles")
# Since we didn't add any value nodes to vehicles, shouldn't affect rollups
assert_equal 25550, @assets.sum
end
test "can attach and aggregate time series" do
checking_series = TimeSeries.new([ { date: 1.day.ago.to_date, value: 4000 }, { date: Date.current, value: 5000 } ])
savings_series = TimeSeries.new([ { date: 1.day.ago.to_date, value: 19000 }, { date: Date.current, value: 20000 } ])
@checking_node.attach_series(checking_series)
@savings_node.attach_series(savings_series)
assert_not_nil @checking_node.series
assert_not_nil @savings_node.series
assert_equal @checking_node.sum, @checking_node.series.last.value
assert_equal @savings_node.sum, @savings_node.series.last.value
aggregated_depository_series = TimeSeries.new([ { date: 1.day.ago.to_date, value: 23000 }, { date: Date.current, value: 25000 } ])
aggregated_assets_series = TimeSeries.new([ { date: 1.day.ago.to_date, value: 23000 }, { date: Date.current, value: 25000 } ])
assert_equal aggregated_depository_series.values, @depositories.series.values
assert_equal aggregated_assets_series.values, @assets.series.values
end
test "attached series must be a TimeSeries" do
assert_raises(RuntimeError) do
@checking_node.attach_series([])
end
end
test "cannot add time series to non-leaf node" do
assert_raises(RuntimeError) do
@assets.attach_series(TimeSeries.new([]))
end
end
test "can only add value node at leaf level of tree" do
root = ValueGroup.new("Root Level")
grandparent = root.add_child_node("Grandparent")
parent = grandparent.add_child_node("Parent")
value_node = parent.add_value_node(OpenStruct.new({ name: "Value Node", value: 100 }))
assert_raises(RuntimeError) do
value_node.add_value_node(OpenStruct.new({ name: "Value Node", value: 100 }))
end
assert_raises(RuntimeError) do
grandparent.add_value_node(OpenStruct.new({ name: "Value Node", value: 100 }))
end
end
end