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Add Live Data to Account Page (#464)

* Add trends, time series, seed data

* Remove test data

* Replace old view values with helpers

* Fix tooltip bugs in D3 chart

* Fix tests

* Fix smoke test

* Add CRUD actions for valuations

* Scaffold out inline editing with Turbo
This commit is contained in:
Zach Gollwitzer 2024-02-20 09:07:55 -05:00 committed by GitHub
parent 298b50a909
commit b5b2d335fd
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28 changed files with 512 additions and 167 deletions

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@ -8,6 +8,9 @@
# MovieGenre.find_or_create_by!(name: genre_name)
# end
# https://github.com/rails/rails/issues/29112#issuecomment-320653056
ApplicationRecord.reset_column_information
# Create the default user
family = Family.create_or_find_by(name: "The Maybe Family")
puts "Family created: #{family.name}"
@ -22,3 +25,74 @@ puts "User created: #{user.email} for family: #{family.name}"
# Create default currency
Currency.find_or_create_by(iso_code: "USD", name: "United States Dollar")
current_balance = 350000
account = Account.create_or_find_by(name: "Seed Property Account", accountable: Account::Property.new, family: family, original_balance: current_balance, original_currency: "USD")
puts "Account created: #{account.name}"
# Represent user-defined "Valuations" at various dates
appraisals = [
{ date: Date.today - 30, balance: 300000 },
{ date: Date.today - 22, balance: 300700 },
{ date: Date.today - 17, balance: 301400 },
{ date: Date.today - 10, balance: 300000 },
{ date: Date.today - 3, balance: 301900 }
]
# In prod, this would be calculated from the current balance and the appraisals with a background job
# Hardcoded for readability
balances = [
{ date: Date.today - 30, balance: 300000 },
{ date: Date.today - 29, balance: 300000 },
{ date: Date.today - 28, balance: 300000 },
{ date: Date.today - 27, balance: 300000 },
{ date: Date.today - 26, balance: 300000 },
{ date: Date.today - 25, balance: 300000 },
{ date: Date.today - 24, balance: 300000 },
{ date: Date.today - 23, balance: 300000 },
{ date: Date.today - 22, balance: 300700 },
{ date: Date.today - 21, balance: 300700 },
{ date: Date.today - 20, balance: 300700 },
{ date: Date.today - 19, balance: 300700 },
{ date: Date.today - 18, balance: 300700 },
{ date: Date.today - 17, balance: 301400 },
{ date: Date.today - 16, balance: 301400 },
{ date: Date.today - 15, balance: 301400 },
{ date: Date.today - 14, balance: 301400 },
{ date: Date.today - 13, balance: 301400 },
{ date: Date.today - 12, balance: 301400 },
{ date: Date.today - 11, balance: 301400 },
{ date: Date.today - 10, balance: 300000 },
{ date: Date.today - 9, balance: 300000 },
{ date: Date.today - 8, balance: 300000 },
{ date: Date.today - 7, balance: 300000 },
{ date: Date.today - 6, balance: 300000 },
{ date: Date.today - 5, balance: 300000 },
{ date: Date.today - 4, balance: 300000 },
{ date: Date.today - 3, balance: 301900 },
{ date: Date.today - 2, balance: 301900 },
{ date: Date.today - 1, balance: 301900 },
{ date: Date.today, balance: 302000 }
]
appraisals.each do |appraisal|
Appraisal.find_or_create_by(
account_id: account.id,
date: appraisal[:date]
) do |appraisal_record|
appraisal_record.value = appraisal[:balance]
appraisal_record.currency = "USD"
end
end
balances.each do |balance|
AccountBalance.find_or_create_by(
account_id: account.id,
date: balance[:date]
) do |balance_record|
balance_record.balance = balance[:balance]
balance_record.currency = "USD"
end
end