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Fix parent category sums in budget (#1894)

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This commit is contained in:
Zach Gollwitzer
2025-02-24 12:51:13 -05:00
committed by GitHub
parent 0dea36ec7d
commit f5ff5332d5
5 changed files with 104 additions and 30 deletions
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25
test/models/income_statement_test.rb
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@@ -8,15 +8,15 @@ class IncomeStatementTest < ActiveSupport::TestCase
@income_category = @family.categories.create! name: "Income", classification: "income"
@food_category = @family.categories.create! name: "Food", classification: "expense"
@shopping_category = @family.categories.create! name: "Shopping", classification: "expense", parent: @food_category
@groceries_category = @family.categories.create! name: "Groceries", classification: "expense", parent: @food_category
@checking_account = @family.accounts.create! name: "Checking", currency: @family.currency, balance: 5000, accountable: Depository.new
@credit_card_account = @family.accounts.create! name: "Credit Card", currency: @family.currency, balance: 1000, accountable: CreditCard.new
create_transaction(account: @checking_account, amount: -1000, category: @food_category)
create_transaction(account: @checking_account, amount: 200, category: @shopping_category)
create_transaction(account: @credit_card_account, amount: 300, category: @food_category)
create_transaction(account: @credit_card_account, amount: 400, category: @shopping_category)
create_transaction(account: @checking_account, amount: -1000, category: @income_category)
create_transaction(account: @checking_account, amount: 200, category: @groceries_category)
create_transaction(account: @credit_card_account, amount: 300, category: @groceries_category)
create_transaction(account: @credit_card_account, amount: 400, category: @groceries_category)
end
test "calculates totals for transactions" do
@@ -28,12 +28,23 @@ class IncomeStatementTest < ActiveSupport::TestCase
test "calculates expenses for a period" do
income_statement = IncomeStatement.new(@family)
assert_equal 200 + 300 + 400, income_statement.expense_totals(period: Period.last_30_days).total
expense_totals = income_statement.expense_totals(period: Period.last_30_days)
expected_total_expense = 200 + 300 + 400
assert_equal expected_total_expense, expense_totals.total
assert_equal expected_total_expense, expense_totals.category_totals.find { |ct| ct.category.id == @groceries_category.id }.total
assert_equal expected_total_expense, expense_totals.category_totals.find { |ct| ct.category.id == @food_category.id }.total
end
test "calculates income for a period" do
income_statement = IncomeStatement.new(@family)
assert_equal 1000, income_statement.income_totals(period: Period.last_30_days).total
income_totals = income_statement.income_totals(period: Period.last_30_days)
expected_total_income = 1000
assert_equal expected_total_income, income_totals.total
assert_equal expected_total_income, income_totals.category_totals.find { |ct| ct.category.id == @income_category.id }.total
end
test "calculates median expense" do