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Code Issues Releases Activity Actions 1

Add multi currency demo accounts (#530)

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Zach Gollwitzer 2024-03-07 17:46:36 -05:00 • committed by GitHub
parent 90d0cc0c39
commit ed89ad522d
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3 changed files with 72 additions and 9 deletions
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71
lib/tasks/demo_data.rake
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@ -2,6 +2,9 @@ namespace :demo_data do
desc "Creates or resets demo data used in development environment"
task reset: :environment do
family = Family.find_or_create_by(name: "Demo Family")
family.accounts.destroy_all
user = User.find_or_create_by(email: "user@maybe.local") do |u|
u.password = "password"
u.family = family
@ -11,7 +14,33 @@ namespace :demo_data do
puts "Reset user: #{user.email} with family: #{family.name}"
Transaction::Category.create_default_categories(family)
Transaction::Category.create_default_categories(family) if family.transaction_categories.empty?
multi_currency_checking = Account.find_or_create_by(name: "Demo Multi-Currency Checking") do |a|
a.family = family
a.accountable = Account::Depository.new
a.balance = 4000
a.currency = "EUR"
end
multi_currency_checking_transactions = [
{ date: Date.today - 84, amount: 3000, name: "Paycheck", currency: "USD" },
{ date: Date.today - 70, amount: -1500, name: "Rent Payment", currency: "EUR" },
{ date: Date.today - 70, amount: -200, name: "Groceries", currency: "EUR" },
{ date: Date.today - 56, amount: 3000, name: "Paycheck", currency: "USD" },
{ date: Date.today - 42, amount: -1500, name: "Rent Payment", currency: "EUR" },
{ date: Date.today - 42, amount: -100, name: "Utilities", currency: "EUR" },
{ date: Date.today - 28, amount: 3000, name: "Paycheck", currency: "USD" },
{ date: Date.today - 28, amount: -1500, name: "Rent Payment", currency: "EUR" },
{ date: Date.today - 28, amount: -50, name: "Internet Bill", currency: "EUR" },
{ date: Date.today - 14, amount: 3000, name: "Paycheck", currency: "USD" }
]
multi_currency_checking_transactions.each do |t|
multi_currency_checking.transactions.find_or_create_by(date: t[:date], amount: t[:amount], name: t[:name], currency: t[:currency])
end
multi_currency_checking.sync
checking = Account.find_or_create_by(name: "Demo Checking") do |a|
a.family = family
@ -69,6 +98,34 @@ namespace :demo_data do
savings.sync
euro_savings = Account.find_or_create_by(name: "Demo Euro Savings") do |a|
a.family = family
a.accountable = Account::Depository.new
a.balance = 10000
a.currency = "EUR"
end
euro_savings_transactions = [
{ date: Date.today - 360, amount: -500, name: "Initial Deposit", currency: "EUR" },
{ date: Date.today - 330, amount: -100, name: "Monthly Savings", currency: "EUR" },
{ date: Date.today - 300, amount: -100, name: "Monthly Savings", currency: "EUR" },
{ date: Date.today - 270, amount: -100, name: "Monthly Savings", currency: "EUR" },
{ date: Date.today - 240, amount: -100, name: "Monthly Savings", currency: "EUR" },
{ date: Date.today - 210, amount: -100, name: "Monthly Savings", currency: "EUR" },
{ date: Date.today - 180, amount: -100, name: "Monthly Savings", currency: "EUR" },
{ date: Date.today - 150, amount: -100, name: "Monthly Savings", currency: "EUR" },
{ date: Date.today - 120, amount: -100, name: "Monthly Savings", currency: "EUR" },
{ date: Date.today - 90, amount: 500, name: "Withdrawal", currency: "EUR" },
{ date: Date.today - 60, amount: -100, name: "Monthly Savings", currency: "EUR" },
{ date: Date.today - 30, amount: -100, name: "Monthly Savings", currency: "EUR" }
]
euro_savings_transactions.each do |t|
euro_savings.transactions.find_or_create_by(date: t[:date], amount: t[:amount], name: t[:name], currency: t[:currency])
end
euro_savings.sync
credit_card = Account.find_or_create_by(name: "Demo Credit Card") do |a|
a.family = family
a.accountable = Account::Credit.new
@ -217,15 +274,15 @@ namespace :demo_data do
house = Account.find_or_create_by(name: "Demo Primary Residence") do |a|
a.family = family
a.accountable = Account::Property.new
a.balance = 500000
a.balance = 2500000
end
house_valuations = [
{ date: 5.years.ago.to_date, value: 450000 },
{ date: 4.years.ago.to_date, value: 470000 },
{ date: 3.years.ago.to_date, value: 460000 },
{ date: 2.years.ago.to_date, value: 480000 },
{ date: 1.year.ago.to_date, value: 500000 }
{ date: 5.years.ago.to_date, value: 3000000 },
{ date: 4.years.ago.to_date, value: 2800000 },
{ date: 3.years.ago.to_date, value: 2700000 },
{ date: 2.years.ago.to_date, value: 2600000 },
{ date: 1.year.ago.to_date, value: 2500000 }
]
house.valuations.upsert_all(house_valuations, unique_by: :index_valuations_on_account_id_and_date)