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Fix parent category sums in budget (#1894)
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5 changed files with 104 additions and 30 deletions
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@ -61,30 +61,83 @@ class Demo::Generator
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puts "Demo data loaded successfully!"
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end
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def generate_multi_currency_data!
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def generate_basic_budget_data!(family_names)
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puts "Clearing existing data..."
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destroy_everything!
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puts "Data cleared"
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create_family_and_user!("Demo Family 1", "user@maybe.local", currency: "EUR")
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family = Family.find_by(name: "Demo Family 1")
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family_names.each_with_index do |family_name, index|
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create_family_and_user!(family_name, "user#{index == 0 ? "" : index + 1}@maybe.local")
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end
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puts "Users reset"
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usd_checking = family.accounts.create!(name: "USD Checking", currency: "USD", balance: 10000, accountable: Depository.new)
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eur_checking = family.accounts.create!(name: "EUR Checking", currency: "EUR", balance: 4900, accountable: Depository.new)
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family_names.each do |family_name|
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family = Family.find_by(name: family_name)
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puts "Accounts created"
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ActiveRecord::Base.transaction do
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# Create parent categories
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food = family.categories.create!(name: "Food & Drink", color: COLORS.sample, classification: "expense")
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transport = family.categories.create!(name: "Transportation", color: COLORS.sample, classification: "expense")
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create_transaction!(account: usd_checking, amount: -11000, currency: "USD", name: "USD income Transaction")
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create_transaction!(account: usd_checking, amount: 1000, currency: "USD", name: "USD expense Transaction")
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create_transaction!(account: eur_checking, amount: -5000, currency: "EUR", name: "EUR income Transaction")
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create_transaction!(account: eur_checking, amount: 100, currency: "EUR", name: "EUR expense Transaction")
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# Create subcategory
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restaurants = family.categories.create!(name: "Restaurants", parent: food, color: COLORS.sample, classification: "expense")
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puts "Transactions created"
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# Create checking account
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checking = family.accounts.create!(
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accountable: Depository.new,
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name: "Demo Checking",
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balance: 3000,
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currency: "USD"
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)
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# Create one transaction for each category
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create_transaction!(account: checking, amount: 100, name: "Grocery Store", category: food, date: 2.days.ago)
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create_transaction!(account: checking, amount: 50, name: "Restaurant Meal", category: restaurants, date: 1.day.ago)
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create_transaction!(account: checking, amount: 20, name: "Gas Station", category: transport, date: Date.current)
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end
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puts "Basic budget data created for #{family_name}"
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end
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puts "Demo data loaded successfully!"
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end
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def generate_multi_currency_data!(family_names)
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puts "Clearing existing data..."
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destroy_everything!
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puts "Data cleared"
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family_names.each_with_index do |family_name, index|
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create_family_and_user!(family_name, "user#{index == 0 ? "" : index + 1}@maybe.local", currency: "EUR")
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end
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puts "Users reset"
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family_names.each do |family_name|
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puts "Generating demo data for #{family_name}"
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family = Family.find_by(name: family_name)
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usd_checking = family.accounts.create!(name: "USD Checking", currency: "USD", balance: 10000, accountable: Depository.new)
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eur_checking = family.accounts.create!(name: "EUR Checking", currency: "EUR", balance: 4900, accountable: Depository.new)
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eur_credit_card = family.accounts.create!(name: "EUR Credit Card", currency: "EUR", balance: 2300, accountable: CreditCard.new)
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create_transaction!(account: eur_credit_card, amount: 1000, currency: "EUR", name: "EUR cc expense 1")
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create_transaction!(account: eur_credit_card, amount: 1000, currency: "EUR", name: "EUR cc expense 2")
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create_transaction!(account: eur_credit_card, amount: 300, currency: "EUR", name: "EUR cc expense 3")
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create_transaction!(account: usd_checking, amount: -11000, currency: "USD", name: "USD income Transaction")
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create_transaction!(account: usd_checking, amount: 1000, currency: "USD", name: "USD expense Transaction")
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create_transaction!(account: usd_checking, amount: 1000, currency: "USD", name: "USD expense Transaction")
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create_transaction!(account: eur_checking, amount: -5000, currency: "EUR", name: "EUR income Transaction")
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create_transaction!(account: eur_checking, amount: 100, currency: "EUR", name: "EUR expense Transaction")
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puts "Transactions created for #{family_name}"
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end
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puts "Demo data loaded successfully!"
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end
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