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Dashboard View and Calculations (#521)

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* Handle Turbo updates with tabs

Fixes #491

* Add Filterable concern for controllers

* Add trendline chart

* Extract common UI to partials

* Series refactor

* Put placeholders for calculations in

* Add classification generated column to account

* Add basic net worth calculation

* Add net worth tests

* Get net worth graph working

* Fix lint errors

* Implement asset grouping query

* Make trends and series more intuitive

* Fully functional dashboard

* Remove logging
This commit is contained in:
Zach Gollwitzer
2024-03-06 09:56:59 -05:00
committed by GitHub
parent 680a91d807
commit 6f0e410684
37 changed files with 594 additions and 74 deletions
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4
test/models/account/balance_calculator_test.rb
View File

@@ -3,7 +3,6 @@ require "test_helper"
class Account::BalanceCalculatorTest < ActiveSupport::TestCase
test "syncs account with only valuations" do
account = accounts(:collectable)
account.accountable = account_other_assets(:one)
daily_balances = Account::BalanceCalculator.new(account).daily_balances
@@ -19,7 +18,6 @@ class Account::BalanceCalculatorTest < ActiveSupport::TestCase
test "syncs account with only transactions" do
account = accounts(:checking)
account.accountable = account_depositories(:checking)
daily_balances = Account::BalanceCalculator.new(account).daily_balances
@@ -35,7 +33,6 @@ class Account::BalanceCalculatorTest < ActiveSupport::TestCase
test "syncs account with both valuations and transactions" do
account = accounts(:savings_with_valuation_overrides)
account.accountable = account_depositories(:savings)
daily_balances = Account::BalanceCalculator.new(account).daily_balances
expected_balances = [
@@ -50,7 +47,6 @@ class Account::BalanceCalculatorTest < ActiveSupport::TestCase
test "syncs liability account" do
account = accounts(:credit_card)
account.accountable = account_credits(:one)
daily_balances = Account::BalanceCalculator.new(account).daily_balances
expected_balances = [

3
test/models/account/syncable_test.rb
View File

@@ -3,14 +3,12 @@ require "test_helper"
class Account::SyncableTest < ActiveSupport::TestCase
test "account has no balances until synced" do
account = accounts(:savings_with_valuation_overrides)
account.accountable = account_depositories(:savings)
assert_equal 0, account.balances.count
end
test "account has balances after syncing" do
account = accounts(:savings_with_valuation_overrides)
account.accountable = account_depositories(:savings)
account.sync
assert_equal 31, account.balances.count
@@ -18,7 +16,6 @@ class Account::SyncableTest < ActiveSupport::TestCase
test "stale balances are purged after syncing" do
account = accounts(:savings_with_valuation_overrides)
account.accountable = account_depositories(:savings)
# Create old, stale balances that should be purged (since they are before account start date)
account.balances.create!(date: 1.year.ago, balance: 1000)