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Fetch exchange rates for accounts that require conversion for net worth rollups (#1983)

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* Sync required exchange rates for accounts

* Refactor into concern
This commit is contained in:
Zach Gollwitzer
2025-03-11 10:10:28 -04:00
committed by GitHub
parent 7b751ac7ca
commit b8a3ca7732
5 changed files with 113 additions and 1 deletions
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23
test/models/account/chartable_test.rb
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@@ -35,4 +35,27 @@ class Account::ChartableTest < ActiveSupport::TestCase
assert_equal 3000, series.values.find { |v| v.date == 20.days.ago.to_date }.trend.current.amount
assert_equal 3500, series.values.last.trend.current.amount
end
test "generates correct totals for multi currency families" do
family = families(:empty)
family.update!(currency: "USD")
usd_account = family.accounts.create!(name: "Asset", currency: "USD", balance: 5000, accountable: Depository.new)
eur_account = family.accounts.create!(name: "Asset", currency: "EUR", balance: 1000, accountable: Depository.new)
usd_account.balances.create!(date: 3.days.ago.to_date, balance: 5000, currency: "USD")
eur_account.balances.create!(date: 3.days.ago.to_date, balance: 1000, currency: "EUR")
# 1 EUR = 1.1 USD, so 1000 EUR = 1100 USD
ExchangeRate.create!(from_currency: "EUR", to_currency: "USD", date: 3.days.ago.to_date, rate: 1.1)
ExchangeRate.create!(from_currency: "EUR", to_currency: "USD", date: 2.days.ago.to_date, rate: 1.1)
ExchangeRate.create!(from_currency: "EUR", to_currency: "USD", date: 1.days.ago.to_date, rate: 1.1)
ExchangeRate.create!(from_currency: "EUR", to_currency: "USD", date: Date.current, rate: 1.1)
series = family.accounts.balance_series(currency: "USD", period: Period.last_7_days)
assert_equal 0, series.values.first.trend.current.amount
assert_equal 6100, series.values.find { |v| v.date == 3.days.ago.to_date }.trend.current.amount
assert_equal 6100, series.values.last.trend.current.amount
end
end