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New demo user data (#972)
This commit is contained in:
Zach Gollwitzer
GitHub
parent
c6bdf49f10
commit
b002a41b35
4 changed files with 291 additions and 323 deletions
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@ -1,330 +1,10 @@
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namespace :demo_data do
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desc "Creates or resets demo data used in development environment"
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task reset_empty: :environment do
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Family.all.each do |family|
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family.destroy
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end
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family = Family.create(name: "Demo Family")
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family.users.create! \
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email: "user@maybe.local",
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password: "password",
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first_name: "Demo",
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last_name: "User"
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task empty: :environment do
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Demo::Generator.new.reset_and_clear_data!
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end
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task reset: :environment do
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family = Family.find_or_create_by(name: "Demo Family")
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family.accounts.destroy_all
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ExchangeRate.delete_all
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family.categories.destroy_all
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Tagging.delete_all
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family.tags.destroy_all
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Category.create_default_categories(family)
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user = User.find_or_create_by(email: "user@maybe.local") do |u|
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u.password = "password"
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u.family = family
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u.first_name = "User"
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u.last_name = "Demo"
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end
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puts "Reset user: #{user.email} with family: #{family.name}"
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# Tags
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tags = [
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{ name: "Hawaii Trip", color: "#e99537" },
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{ name: "Trips", color: "#4da568" },
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{ name: "Emergency Fund", color: "#db5a54" }
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]
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family.tags.insert_all(tags)
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# Mock exchange rates for last 60 days (these rates are reasonable for EUR:USD, but not exact)
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exchange_rates = (0..60).map do |days_ago|
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{
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date: Date.current - days_ago.days,
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from_currency: "EUR",
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to_currency: "USD",
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rate: rand(1.0840..1.0924).round(4)
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}
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end
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exchange_rates += (0..20).map do |days_ago|
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{
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date: Date.current - days_ago.days,
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from_currency: "BTC",
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to_currency: "USD",
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rate: rand(60000..65000).round(2)
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}
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end
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# Multi-currency account needs a few USD:EUR rates
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exchange_rates += [
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{ date: Date.current - 45.days, from_currency: "USD", to_currency: "EUR", rate: 0.89 },
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{ date: Date.current - 34.days, from_currency: "USD", to_currency: "EUR", rate: 0.87 },
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{ date: Date.current - 28.days, from_currency: "USD", to_currency: "EUR", rate: 0.88 },
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{ date: Date.current - 14.days, from_currency: "USD", to_currency: "EUR", rate: 0.86 }
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]
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ExchangeRate.insert_all(exchange_rates)
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puts "Loaded mock exchange rates for last 60 days"
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# ========== Accounts ================
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empty_account = Account.create(name: "Demo Empty Account", family: family, accountable: Depository.new, balance: 500, currency: "USD")
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multi_currency_checking = Account.create(name: "Demo Multi-Currency Checking", family: family, accountable: Depository.new, balance: 4000, currency: "EUR")
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checking = Account.create(name: "Demo Checking", family: family, accountable: Depository.new, balance: 5000, currency: "USD")
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savings = Account.create(name: "Demo Savings", family: family, accountable: Depository.new, balance: 20000, currency: "USD")
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credit_card = Account.create(name: "Demo Credit Card", family: family, accountable: CreditCard.new, balance: 1500, currency: "USD")
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retirement = Account.create(name: "Demo 401k", family: family, accountable: Investment.new, balance: 100000, currency: "USD")
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euro_savings = Account.create(name: "Demo Euro Savings", family: family, accountable: Depository.new, balance: 10000, currency: "EUR")
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brokerage = Account.create(name: "Demo Brokerage Account", family: family, accountable: Investment.new, balance: 10000, currency: "USD")
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crypto = Account.create(name: "Bitcoin Account", family: family, accountable: Crypto.new, balance: 0.1, currency: "BTC")
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mortgage = Account.create(name: "Demo Mortgage", family: family, accountable: Loan.new, balance: 450000, currency: "USD")
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main_car = Account.create(name: "Demo Main Car", family: family, accountable: Vehicle.new, balance: 25000, currency: "USD")
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cash = Account.create(name: "Demo Physical Cash", family: family, accountable: OtherAsset.new, balance: 500, currency: "USD")
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car_loan = Account.create(name: "Demo Car Loan", family: family, accountable: Loan.new, balance: 10000, currency: "USD")
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house = Account.create(name: "Demo Primary Residence", family: family, accountable: Property.new, balance: 2500000, currency: "USD")
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personal_iou = Account.create(name: "Demo Personal IOU", family: family, accountable: OtherLiability.new, balance: 1000, currency: "USD")
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second_car = Account.create(name: "Demo Secondary Car", family: family, accountable: Vehicle.new, balance: 12000, currency: "USD")
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# ========== Transactions ================
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multi_currency_checking_transactions = [
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{ date: Date.today - 45, amount: -3000, name: "Paycheck", currency: "USD" },
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{ date: Date.today - 41, amount: 1500, name: "Rent Payment", currency: "EUR" },
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{ date: Date.today - 39, amount: 200, name: "Groceries", currency: "EUR" },
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{ date: Date.today - 34, amount: -3000, name: "Paycheck", currency: "USD" },
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{ date: Date.today - 31, amount: 1500, name: "Rent Payment", currency: "EUR" },
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{ date: Date.today - 28, amount: 100, name: "Utilities", currency: "EUR" },
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{ date: Date.today - 28, amount: -3000, name: "Paycheck", currency: "USD" },
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{ date: Date.today - 28, amount: 1500, name: "Rent Payment", currency: "EUR" },
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{ date: Date.today - 28, amount: 50, name: "Internet Bill", currency: "EUR" },
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{ date: Date.today - 14, amount: -3000, name: "Paycheck", currency: "USD" }
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]
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checking_transactions = [
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{ date: Date.today - 84, amount: -3000, name: "Direct Deposit" },
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{ date: Date.today - 70, amount: 1500, name: "Credit Card Payment" },
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{ date: Date.today - 70, amount: 200, name: "Utility Bill" },
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{ date: Date.today - 56, amount: -3000, name: "Direct Deposit" },
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{ date: Date.today - 42, amount: 1500, name: "Credit Card Payment" },
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{ date: Date.today - 42, amount: 100, name: "Internet Bill" },
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{ date: Date.today - 28, amount: -3000, name: "Direct Deposit" },
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{ date: Date.today - 28, amount: 1500, name: "Credit Card Payment" },
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{ date: Date.today - 28, amount: 50, name: "Mobile Bill" },
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{ date: Date.today - 14, amount: -3000, name: "Direct Deposit" },
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{ date: Date.today - 14, amount: 1500, name: "Credit Card Payment" },
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{ date: Date.today - 14, amount: 200, name: "Car Loan Payment" },
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{ date: Date.today - 7, amount: 150, name: "Insurance" },
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{ date: Date.today - 2, amount: 100, name: "Gym Membership" }
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]
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savings_transactions = [
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{ date: Date.today - 360, amount: -1000, name: "Initial Deposit" },
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{ date: Date.today - 330, amount: -200, name: "Monthly Savings" },
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{ date: Date.today - 300, amount: -200, name: "Monthly Savings" },
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{ date: Date.today - 270, amount: -200, name: "Monthly Savings" },
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{ date: Date.today - 240, amount: -200, name: "Monthly Savings" },
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{ date: Date.today - 210, amount: -200, name: "Monthly Savings" },
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{ date: Date.today - 180, amount: -200, name: "Monthly Savings" },
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{ date: Date.today - 150, amount: -200, name: "Monthly Savings" },
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{ date: Date.today - 120, amount: -200, name: "Monthly Savings" },
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{ date: Date.today - 90, amount: 1000, name: "Withdrawal" },
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{ date: Date.today - 60, amount: -200, name: "Monthly Savings" },
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{ date: Date.today - 30, amount: -200, name: "Monthly Savings" }
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]
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euro_savings_transactions = [
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{ date: Date.today - 55, amount: -500, name: "Initial Deposit", currency: "EUR" },
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{ date: Date.today - 40, amount: -100, name: "Savings", currency: "EUR" },
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{ date: Date.today - 15, amount: -100, name: "Savings", currency: "EUR" },
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{ date: Date.today - 10, amount: -100, name: "Savings", currency: "EUR" },
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{ date: Date.today - 9, amount: 500, name: "Withdrawal", currency: "EUR" },
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{ date: Date.today - 5, amount: -100, name: "Savings", currency: "EUR" },
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{ date: Date.today - 2, amount: -100, name: "Savings", currency: "EUR" }
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]
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credit_card_transactions = [
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{ date: Date.today - 90, amount: 75, name: "Grocery Store" },
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{ date: Date.today - 89, amount: 30, name: "Gas Station" },
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{ date: Date.today - 88, amount: 12, name: "Coffee Shop" },
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{ date: Date.today - 85, amount: 50, name: "Restaurant" },
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{ date: Date.today - 84, amount: 25, name: "Online Subscription" },
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{ date: Date.today - 82, amount: 100, name: "Clothing Store" },
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{ date: Date.today - 80, amount: 60, name: "Pharmacy" },
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{ date: Date.today - 78, amount: 40, name: "Utility Bill" },
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{ date: Date.today - 75, amount: 90, name: "Home Improvement Store" },
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{ date: Date.today - 74, amount: 20, name: "Book Store" },
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{ date: Date.today - 72, amount: 15, name: "Movie Theater" },
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{ date: Date.today - 70, amount: 200, name: "Electronics Store" },
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{ date: Date.today - 68, amount: 35, name: "Pet Store" },
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{ date: Date.today - 65, amount: 80, name: "Sporting Goods Store" },
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{ date: Date.today - 63, amount: 55, name: "Department Store" },
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{ date: Date.today - 60, amount: 110, name: "Auto Repair Shop" },
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{ date: Date.today - 58, amount: 45, name: "Beauty Salon" },
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{ date: Date.today - 55, amount: 95, name: "Furniture Store" },
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{ date: Date.today - 53, amount: 22, name: "Fast Food" },
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{ date: Date.today - 50, amount: 120, name: "Airline Ticket" },
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{ date: Date.today - 48, amount: 65, name: "Hotel" },
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{ date: Date.today - 45, amount: 30, name: "Car Rental" },
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{ date: Date.today - 43, amount: 18, name: "Music Store" },
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{ date: Date.today - 40, amount: 70, name: "Grocery Store" },
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{ date: Date.today - 38, amount: 32, name: "Gas Station" },
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{ date: Date.today - 36, amount: 14, name: "Coffee Shop" },
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{ date: Date.today - 33, amount: 52, name: "Restaurant" },
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{ date: Date.today - 31, amount: 28, name: "Online Subscription" },
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{ date: Date.today - 29, amount: 105, name: "Clothing Store" },
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{ date: Date.today - 27, amount: 62, name: "Pharmacy" },
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{ date: Date.today - 25, amount: 42, name: "Utility Bill" },
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{ date: Date.today - 22, amount: 92, name: "Home Improvement Store" },
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{ date: Date.today - 20, amount: 23, name: "Book Store" },
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{ date: Date.today - 18, amount: 17, name: "Movie Theater" },
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{ date: Date.today - 15, amount: 205, name: "Electronics Store" },
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{ date: Date.today - 13, amount: 37, name: "Pet Store" },
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{ date: Date.today - 10, amount: 83, name: "Sporting Goods Store" },
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{ date: Date.today - 8, amount: 57, name: "Department Store" },
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{ date: Date.today - 5, amount: 115, name: "Auto Repair Shop" },
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{ date: Date.today - 3, amount: 47, name: "Beauty Salon" },
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{ date: Date.today - 1, amount: 98, name: "Furniture Store" },
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{ date: Date.today - 60, amount: -800, name: "Credit Card Payment" },
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{ date: Date.today - 30, amount: -900, name: "Credit Card Payment" },
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{ date: Date.today, amount: -1000, name: "Credit Card Payment" }
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]
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mortgage_transactions = [
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{ date: Date.today - 90, amount: 1500, name: "Mortgage Payment" },
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{ date: Date.today - 60, amount: 1500, name: "Mortgage Payment" },
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{ date: Date.today - 30, amount: 1500, name: "Mortgage Payment" }
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]
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car_loan_transactions = [
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{ date: 12.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 11.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 10.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 9.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 8.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 7.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 6.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 5.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 4.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 3.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 2.months.ago.to_date, amount: 1250, name: "Car Loan Payment" },
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{ date: 1.month.ago.to_date, amount: 1250, name: "Car Loan Payment" }
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]
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# ========== Valuations ================
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retirement_valuations = [
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{ date: 1.year.ago.to_date, value: 90000 },
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{ date: 200.days.ago.to_date, value: 95000 },
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{ date: 100.days.ago.to_date, value: 94444.96 },
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{ date: 20.days.ago.to_date, value: 100000 }
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]
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brokerage_valuations = [
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{ date: 1.year.ago.to_date, value: 9000 },
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{ date: 200.days.ago.to_date, value: 9500 },
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{ date: 100.days.ago.to_date, value: 9444.96 },
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{ date: 20.days.ago.to_date, value: 10000 }
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]
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crypto_valuations = [
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{ date: 1.week.ago.to_date, value: 0.08, currency: "BTC" },
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{ date: 2.days.ago.to_date, value: 0.1, currency: "BTC" }
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]
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mortgage_valuations = [
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{ date: 2.years.ago.to_date, value: 500000 },
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{ date: 6.months.ago.to_date, value: 455000 }
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]
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house_valuations = [
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{ date: 5.years.ago.to_date, value: 3000000 },
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{ date: 4.years.ago.to_date, value: 2800000 },
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{ date: 3.years.ago.to_date, value: 2700000 },
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{ date: 2.years.ago.to_date, value: 2600000 },
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{ date: 1.year.ago.to_date, value: 2500000 }
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]
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main_car_valuations = [
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{ date: 1.year.ago.to_date, value: 25000 }
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]
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second_car_valuations = [
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{ date: 2.years.ago.to_date, value: 11000 },
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{ date: 1.year.ago.to_date, value: 12000 }
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]
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cash_valuations = [
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{ date: 1.month.ago.to_date, value: 500 }
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]
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personal_iou_valuations = [
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{ date: 1.month.ago.to_date, value: 1000 }
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]
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accounts = [
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[ empty_account, [], [] ],
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[ multi_currency_checking, multi_currency_checking_transactions, [] ],
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[ checking, checking_transactions, [] ],
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[ savings, savings_transactions, [] ],
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[ credit_card, credit_card_transactions, [] ],
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[ retirement, [], retirement_valuations ],
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[ euro_savings, euro_savings_transactions, [] ],
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[ brokerage, [], brokerage_valuations ],
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[ crypto, [], crypto_valuations ],
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[ mortgage, mortgage_transactions, mortgage_valuations ],
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[ main_car, [], main_car_valuations ],
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[ cash, [], cash_valuations ],
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[ car_loan, car_loan_transactions, [] ],
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[ house, [], house_valuations ],
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[ personal_iou, [], personal_iou_valuations ],
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[ second_car, [], second_car_valuations ]
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]
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accounts.each do |account, transactions, valuations|
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transactions.each do |transaction|
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account.entries.create! \
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name: transaction[:name],
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date: transaction[:date],
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amount: transaction[:amount],
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currency: transaction[:currency] || "USD",
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entryable: Account::Transaction.new(category: family.categories.first, tags: [ Tag.first ])
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end
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valuations.each do |valuation|
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account.entries.create! \
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name: "Manual valuation",
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date: valuation[:date],
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amount: valuation[:value],
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currency: valuation[:currency] || "USD",
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entryable: Account::Valuation.new
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end
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end
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# Tag a few transactions
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emergency_fund_tag = Tag.find_by(name: "Emergency Fund")
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trips_tag = Tag.find_by(name: "Trips")
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hawaii_trip_tag = Tag.find_by(name: "Hawaii Trip")
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savings.transactions.order(date: :desc).limit(5).each do |txn|
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txn.tags << emergency_fund_tag
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txn.save!
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end
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checking.transactions.order(date: :desc).limit(5).each do |txn|
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txn.tags = [ trips_tag, hawaii_trip_tag ]
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txn.save!
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end
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puts "Created demo accounts, transactions, and valuations for family: #{family.name}"
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puts "Syncing accounts... This may take a few seconds."
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family.sync
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puts "Accounts synced. Demo data reset complete."
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Demo::Generator.new.reset_data!
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end
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end
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