Files
sure/test/models/account/balance_calculator_test.rb
Zach Gollwitzer dbf575c02a Basic Account Balance Sync Algorithm (#501)
* Sketch out sync interface

* Add basic account sync algorithm

* Update logic for final balance in series

* Remove start_date concept

* Clean up tests

* Improve clarity of test

* Update app/models/account.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/transaction.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Update app/models/valuation.rb

Co-authored-by: Rob Zolkos <rob@zolkos.com>
Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>

* Re-organize code, simplify job interface

* Consolidate balance calculations

* More cleanup

---------

Signed-off-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Rob Zolkos <rob@zolkos.com>
2024-02-29 08:32:52 -05:00

51 lines
1.9 KiB
Ruby

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
expected_balances = [
400, 400, 400, 400, 400, 400, 400, 400, 400, 400,
400, 400, 400, 400, 400, 400, 400, 400, 700, 700,
700, 700, 700, 700, 700, 700, 550, 550, 550, 550,
550
].map(&:to_d)
assert_equal expected_balances, daily_balances.map { |b| b[:balance] }
end
test "syncs account with only transactions" do
account = accounts(:checking)
account.accountable = account_depositories(:checking)
daily_balances = Account::BalanceCalculator.new(account).daily_balances
expected_balances = [
4000, 3985, 3985, 3985, 3985, 3985, 3985, 3985, 5060, 5060,
5060, 5060, 5060, 5060, 5060, 5040, 5040, 5040, 5010, 5010,
5010, 5010, 5010, 5010, 5010, 5000, 5000, 5000, 5000, 5000,
5000
].map(&:to_d)
assert_equal expected_balances, daily_balances.map { |b| b[:balance] }
end
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 = [
21250, 21750, 21750, 21750, 21750, 21000, 21000, 21000, 21000, 21000,
21000, 21000, 19000, 19000, 19000, 19000, 19000, 19000, 19500, 19500,
19500, 19500, 19500, 19500, 19500, 19700, 19700, 20500, 20500, 20500,
20000
].map(&:to_d)
assert_equal expected_balances, daily_balances.map { |b| b[:balance] }
end
end