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 u.first_name = "User" u.last_name = "Demo" end puts "Reset user: #{user.email} with family: #{family.name}" 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 a.accountable = Account::Depository.new a.balance = 5000 end checking_transactions = [ { date: Date.today - 84, amount: -3000, name: "Direct Deposit" }, { date: Date.today - 70, amount: 1500, name: "Credit Card Payment" }, { date: Date.today - 70, amount: 200, name: "Utility Bill" }, { date: Date.today - 56, amount: -3000, name: "Direct Deposit" }, { date: Date.today - 42, amount: 1500, name: "Credit Card Payment" }, { date: Date.today - 42, amount: 100, name: "Internet Bill" }, { date: Date.today - 28, amount: -3000, name: "Direct Deposit" }, { date: Date.today - 28, amount: 1500, name: "Credit Card Payment" }, { date: Date.today - 28, amount: 50, name: "Mobile Bill" }, { date: Date.today - 14, amount: -3000, name: "Direct Deposit" }, { date: Date.today - 14, amount: 1500, name: "Credit Card Payment" }, { date: Date.today - 14, amount: 200, name: "Car Loan Payment" }, { date: Date.today - 7, amount: 150, name: "Insurance" }, { date: Date.today - 2, amount: 100, name: "Gym Membership" } ] checking_transactions.each do |t| checking.transactions.find_or_create_by(date: t[:date], amount: t[:amount], name: t[:name]) end checking.sync savings = Account.find_or_create_by(name: "Demo Savings") do |a| a.family = family a.accountable = Account::Depository.new a.balance = 20000 end savings_transactions = [ { date: Date.today - 360, amount: -1000, name: "Initial Deposit" }, { date: Date.today - 330, amount: -200, name: "Monthly Savings" }, { date: Date.today - 300, amount: -200, name: "Monthly Savings" }, { date: Date.today - 270, amount: -200, name: "Monthly Savings" }, { date: Date.today - 240, amount: -200, name: "Monthly Savings" }, { date: Date.today - 210, amount: -200, name: "Monthly Savings" }, { date: Date.today - 180, amount: -200, name: "Monthly Savings" }, { date: Date.today - 150, amount: -200, name: "Monthly Savings" }, { date: Date.today - 120, amount: -200, name: "Monthly Savings" }, { date: Date.today - 90, amount: 1000, name: "Withdrawal" }, { date: Date.today - 60, amount: -200, name: "Monthly Savings" }, { date: Date.today - 30, amount: -200, name: "Monthly Savings" } ] savings_transactions.each do |t| savings.transactions.find_or_create_by(date: t[:date], amount: t[:amount], name: t[:name]) end 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 a.balance = 1500 end credit_card_transactions = [ { date: Date.today - 90, amount: 75, name: "Grocery Store" }, { date: Date.today - 89, amount: 30, name: "Gas Station" }, { date: Date.today - 88, amount: 12, name: "Coffee Shop" }, { date: Date.today - 85, amount: 50, name: "Restaurant" }, { date: Date.today - 84, amount: 25, name: "Online Subscription" }, { date: Date.today - 82, amount: 100, name: "Clothing Store" }, { date: Date.today - 80, amount: 60, name: "Pharmacy" }, { date: Date.today - 78, amount: 40, name: "Utility Bill" }, { date: Date.today - 75, amount: 90, name: "Home Improvement Store" }, { date: Date.today - 74, amount: 20, name: "Book Store" }, { date: Date.today - 72, amount: 15, name: "Movie Theater" }, { date: Date.today - 70, amount: 200, name: "Electronics Store" }, { date: Date.today - 68, amount: 35, name: "Pet Store" }, { date: Date.today - 65, amount: 80, name: "Sporting Goods Store" }, { date: Date.today - 63, amount: 55, name: "Department Store" }, { date: Date.today - 60, amount: 110, name: "Auto Repair Shop" }, { date: Date.today - 58, amount: 45, name: "Beauty Salon" }, { date: Date.today - 55, amount: 95, name: "Furniture Store" }, { date: Date.today - 53, amount: 22, name: "Fast Food" }, { date: Date.today - 50, amount: 120, name: "Airline Ticket" }, { date: Date.today - 48, amount: 65, name: "Hotel" }, { date: Date.today - 45, amount: 30, name: "Car Rental" }, { date: Date.today - 43, amount: 18, name: "Music Store" }, { date: Date.today - 40, amount: 70, name: "Grocery Store" }, { date: Date.today - 38, amount: 32, name: "Gas Station" }, { date: Date.today - 36, amount: 14, name: "Coffee Shop" }, { date: Date.today - 33, amount: 52, name: "Restaurant" }, { date: Date.today - 31, amount: 28, name: "Online Subscription" }, { date: Date.today - 29, amount: 105, name: "Clothing Store" }, { date: Date.today - 27, amount: 62, name: "Pharmacy" }, { date: Date.today - 25, amount: 42, name: "Utility Bill" }, { date: Date.today - 22, amount: 92, name: "Home Improvement Store" }, { date: Date.today - 20, amount: 23, name: "Book Store" }, { date: Date.today - 18, amount: 17, name: "Movie Theater" }, { date: Date.today - 15, amount: 205, name: "Electronics Store" }, { date: Date.today - 13, amount: 37, name: "Pet Store" }, { date: Date.today - 10, amount: 83, name: "Sporting Goods Store" }, { date: Date.today - 8, amount: 57, name: "Department Store" }, { date: Date.today - 5, amount: 115, name: "Auto Repair Shop" }, { date: Date.today - 3, amount: 47, name: "Beauty Salon" }, { date: Date.today - 1, amount: 98, name: "Furniture Store" }, { date: Date.today - 60, amount: -800, name: "Credit Card Payment" }, { date: Date.today - 30, amount: -900, name: "Credit Card Payment" }, { date: Date.today, amount: -1000, name: "Credit Card Payment" } ] credit_card_transactions.each do |t| credit_card.transactions.find_or_create_by(date: t[:date], amount: t[:amount], name: t[:name]) end credit_card.sync retirement = Account.find_or_create_by(name: "Demo 401k") do |a| a.family = family a.accountable = Account::Investment.new a.balance = 100000 end retirement_valuations = [ { date: 1.year.ago.to_date, value: 90000 }, { date: 200.days.ago.to_date, value: 95000 }, { date: 100.days.ago.to_date, value: 94444.96 }, { date: 20.days.ago.to_date, value: 100000 } ] retirement.valuations.upsert_all(retirement_valuations, unique_by: :index_valuations_on_account_id_and_date) retirement.sync brokerage = Account.find_or_create_by(name: "Demo Brokerage Account") do |a| a.family = family a.accountable = Account::Investment.new a.balance = 10000 end brokerage_valuations = [ { date: 1.year.ago.to_date, value: 9000 }, { date: 200.days.ago.to_date, value: 9500 }, { date: 100.days.ago.to_date, value: 9444.96 }, { date: 20.days.ago.to_date, value: 10000 } ] brokerage.valuations.upsert_all(brokerage_valuations, unique_by: :index_valuations_on_account_id_and_date) brokerage.sync crypto = Account.find_or_create_by(name: "Bitcoin Account") do |a| a.family = family a.accountable = Account::Crypto.new a.currency = "BTC" a.balance = 0.1 end crypto_valuations = [ { date: 1.year.ago.to_date, value: 0.05, currency: "BTC" }, { date: 200.days.ago.to_date, value: 0.06, currency: "BTC" }, { date: 100.days.ago.to_date, value: 0.08, currency: "BTC" }, { date: 20.days.ago.to_date, value: 0.1, currency: "BTC" } ] crypto.valuations.upsert_all(crypto_valuations, unique_by: :index_valuations_on_account_id_and_date) crypto.sync mortgage = Account.find_or_create_by(name: "Demo Mortgage") do |a| a.family = family a.accountable = Account::Loan.new a.balance = 450000 end mortgage_transactions = [ { date: Date.today - 90, amount: -1500, name: "Mortgage Payment" }, { date: Date.today - 60, amount: -1500, name: "Mortgage Payment" }, { date: Date.today - 30, amount: -1500, name: "Mortgage Payment" } ] mortgage_transactions.each do |t| mortgage.transactions.find_or_create_by(date: t[:date], amount: t[:amount], name: t[:name]) end mortgage_valuations = [ { date: 2.years.ago.to_date, value: 500000 }, { date: 6.months.ago.to_date, value: 455000 } ] mortgage.valuations.upsert_all(mortgage_valuations, unique_by: :index_valuations_on_account_id_and_date) mortgage.sync car_loan = Account.find_or_create_by(name: "Demo Car Loan") do |a| a.family = family a.accountable = Account::Loan.new a.balance = 10000 end car_loan_transactions = [ { date: 12.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 11.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 10.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 9.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 8.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 7.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 6.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 5.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 4.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 3.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 2.months.ago.to_date, amount: -1250, name: "Car Loan Payment" }, { date: 1.month.ago.to_date, amount: -1250, name: "Car Loan Payment" } ] car_loan_transactions.each do |t| car_loan.transactions.find_or_create_by(date: t[:date], amount: t[:amount], name: t[:name]) end car_loan.sync house = Account.find_or_create_by(name: "Demo Primary Residence") do |a| a.family = family a.accountable = Account::Property.new a.balance = 2500000 end house_valuations = [ { 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) house.sync main_car = Account.find_or_create_by(name: "Demo Main Car") do |a| a.family = family a.accountable = Account::Vehicle.new a.balance = 25000 end main_car_valuations = [ { date: 1.year.ago.to_date, value: 25000 } ] main_car.valuations.upsert_all(main_car_valuations, unique_by: :index_valuations_on_account_id_and_date) main_car.sync second_car = Account.find_or_create_by(name: "Demo Secondary Car") do |a| a.family = family a.accountable = Account::Vehicle.new a.balance = 12000 end second_car_valuations = [ { date: 2.years.ago.to_date, value: 11000 }, { date: 1.year.ago.to_date, value: 12000 } ] second_car.valuations.upsert_all(second_car_valuations, unique_by: :index_valuations_on_account_id_and_date) second_car.sync cash = Account.find_or_create_by(name: "Demo Physical Cash") do |a| a.family = family a.accountable = Account::OtherAsset.new a.balance = 500 end cash_valuations = [ { date: 1.month.ago.to_date, value: 500 } ] cash.valuations.upsert_all(cash_valuations, unique_by: :index_valuations_on_account_id_and_date) cash.sync personal_iou = Account.find_or_create_by(name: "Demo Personal IOU") do |a| a.family = family a.accountable = Account::OtherLiability.new a.balance = 1000 end personal_iou_valuations = [ { date: 1.month.ago.to_date, value: 1000 } ] personal_iou.valuations.upsert_all(personal_iou_valuations, unique_by: :index_valuations_on_account_id_and_date) personal_iou.sync puts "Demo data reset complete" end end