Add Local Development Demo Data (#502)

* Clean up seeds, add development demo data

* Handle liability account display and sync

* Fix tests

app/helpers/application_helper.rb

@@ -49,12 +49,13 @@ module ApplicationHelper
   end
 
   # Styles to use when displaying a change in value
-  def trend_styles(trend)
+  def trend_styles(trend, mode: :asset)
+    puts mode == :liability ? "it is a liability" : "it is an asset"
     bg_class, text_class, symbol, icon = case trend.direction
     when "up"
-      [ "bg-green-500/5", "text-green-500", "+", "arrow-up" ]
+      mode == :liability ? [ "bg-red-500/5", "text-red-500", "+", "arrow-up" ] : [ "bg-green-500/5", "text-green-500", "+", "arrow-up" ]
     when "down"
-      [ "bg-red-500/5", "text-red-500", "-", "arrow-down" ]
+      mode == :liability ? [ "bg-green-500/5", "text-green-500", "-", "arrow-down" ] : [ "bg-red-500/5", "text-red-500", "-", "arrow-down" ]
     when "flat"
       [ "bg-gray-500/5", "text-gray-500", "", "minus" ]
     else

app/models/account.rb

@@ -12,6 +12,21 @@ class Account < ApplicationRecord
   delegate :type_name, to: :accountable
   before_create :check_currency
 
+  def classification
+    classifications = {
+      "Account::Depository" => :asset,
+      "Account::Investment" => :asset,
+      "Account::Property" => :asset,
+      "Account::Vehicle" => :asset,
+      "Account::OtherAsset" => :asset,
+      "Account::Loan" => :liability,
+      "Account::Credit" => :liability,
+      "Account::OtherLiability" => :liability
+    }
+
+    classifications[accountable_type]
+  end
+
   def balance_series(period)
     filtered_balances = balances.in_period(period).order(:date)
     return nil if filtered_balances.empty?

app/models/account/balance_calculator.rb

@@ -11,6 +11,7 @@ class Account::BalanceCalculator
       oldest_entry = [ valuations.first, transactions.first ].compact.min_by(&:date)
 
       net_transaction_flows = transactions.sum(&:amount)
+      net_transaction_flows *= -1 if @account.classification == :liability
       implied_start_balance = oldest_entry.is_a?(Valuation) ? oldest_entry.value : @account.balance + net_transaction_flows
 
       prior_balance = implied_start_balance
@@ -21,6 +22,7 @@ class Account::BalanceCalculator
             current_balance = valuation.value
         else
             current_day_net_transaction_flows = transactions.select { |t| t.date == date }.sum(&:amount)
+            current_day_net_transaction_flows *= -1 if @account.classification == :liability
             current_balance = prior_balance - current_day_net_transaction_flows
         end
 

app/views/accounts/_account_history.html.erb

@@ -21,7 +21,7 @@
       <div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
         <%= turbo_frame_tag dom_id(Valuation.new) %>
         <%= turbo_frame_tag "valuations_list" do %>
-          <%= render partial: "accounts/account_valuation_list", locals: { valuation_series: valuation_series } %>
+          <%= render partial: "accounts/account_valuation_list", locals: { valuation_series: valuation_series, classification: account.classification } %>
         <% end %>
       </div>
     </div>

app/views/accounts/_account_valuation_list.html.erb

@@ -1,7 +1,7 @@
-<%# locals: (valuation_series:) %>
+<%# locals: (valuation_series:, classification:) %>
 <% valuation_series.with_index do |valuation_item, index| %>
   <% valuation, trend = valuation_item.values_at(:value, :trend) %>
-  <% valuation_styles = trend_styles(valuation_item[:trend]) %>
+  <% valuation_styles = trend_styles(valuation_item[:trend], mode: classification) %>
   <%= turbo_frame_tag dom_id(valuation) do %>
     <div class="p-4 flex items-center">
       <div class="w-16">

app/views/accounts/show.html.erb

@@ -1,5 +1,5 @@
 <%= turbo_stream_from @account %>
-<% balance_trend_styles = @balance_series.nil? ? {} : trend_styles(@balance_series[:trend]) %>
+<% balance_trend_styles = @balance_series.nil? ? {} : trend_styles(@balance_series[:trend], mode: @account.classification) %>
 <div class="space-y-4">
   <div class="flex justify-between items-center">
     <div class="flex items-center gap-3">