Add Local Development Demo Data (maybe-finance#502)

* Clean up seeds, add development demo data

* Handle liability account display and sync

* Fix tests

README.md

@@ -31,12 +31,15 @@ cd maybe
 cp .env.example .env
 bin/setup
 bin/dev
+
+# Optionally, load demo data
+rake demo_data:reset
 ```
 
 And visit http://localhost:3000 to see the app. You can use the following credentials to log in (generated by DB seed):
 
-Email: `[email protected]`
-Password: `password`
+- Email: `[email protected]`
+- Password: `password`
 
 For further instructions, see guides below.
 

app/helpers/application_helper.rb

@@ -49,12 +49,13 @@ def sidebar_link_to(name, path, options = {})
   end
 
   # Styles to use when displaying a change in value
-  def trend_styles(trend)
+  def trend_styles(trend, mode: :asset)
+    puts mode == :liability ? "it is a liability" : "it is an asset"
     bg_class, text_class, symbol, icon = case trend.direction
     when "up"
-      [ "bg-green-500/5", "text-green-500", "+", "arrow-up" ]
+      mode == :liability ? [ "bg-red-500/5", "text-red-500", "+", "arrow-up" ] : [ "bg-green-500/5", "text-green-500", "+", "arrow-up" ]
     when "down"
-      [ "bg-red-500/5", "text-red-500", "-", "arrow-down" ]
+      mode == :liability ? [ "bg-green-500/5", "text-green-500", "-", "arrow-down" ] : [ "bg-red-500/5", "text-red-500", "-", "arrow-down" ]
     when "flat"
       [ "bg-gray-500/5", "text-gray-500", "", "minus" ]
     else

app/models/account.rb

@@ -12,6 +12,21 @@ class Account < ApplicationRecord
   delegate :type_name, to: :accountable
   before_create :check_currency
 
+  def classification
+    classifications = {
+      "Account::Depository" => :asset,
+      "Account::Investment" => :asset,
+      "Account::Property" => :asset,
+      "Account::Vehicle" => :asset,
+      "Account::OtherAsset" => :asset,
+      "Account::Loan" => :liability,
+      "Account::Credit" => :liability,
+      "Account::OtherLiability" => :liability
+    }
+
+    classifications[accountable_type]
+  end
+
   def balance_series(period)
     filtered_balances = balances.in_period(period).order(:date)
     return nil if filtered_balances.empty?

app/models/account/balance_calculator.rb

@@ -11,6 +11,7 @@ def daily_balances(start_date = nil)
       oldest_entry = [ valuations.first, transactions.first ].compact.min_by(&:date)
 
       net_transaction_flows = transactions.sum(&:amount)
+      net_transaction_flows *= -1 if @account.classification == :liability
       implied_start_balance = oldest_entry.is_a?(Valuation) ? oldest_entry.value : @account.balance + net_transaction_flows
 
       prior_balance = implied_start_balance
@@ -21,6 +22,7 @@ def daily_balances(start_date = nil)
             current_balance = valuation.value
         else
             current_day_net_transaction_flows = transactions.select { |t| t.date == date }.sum(&:amount)
+            current_day_net_transaction_flows *= -1 if @account.classification == :liability
             current_balance = prior_balance - current_day_net_transaction_flows
         end
 

app/views/accounts/_account_history.html.erb

@@ -21,7 +21,7 @@
       <div class="rounded-lg bg-white border-alpha-black-25 shadow-xs">
         <%= turbo_frame_tag dom_id(Valuation.new) %>
         <%= turbo_frame_tag "valuations_list" do %>
-          <%= render partial: "accounts/account_valuation_list", locals: { valuation_series: valuation_series } %>
+          <%= render partial: "accounts/account_valuation_list", locals: { valuation_series: valuation_series, classification: account.classification } %>
         <% end %>
       </div>
     </div>

app/views/accounts/_account_valuation_list.html.erb

@@ -1,7 +1,7 @@
-<%# locals: (valuation_series:) %>
+<%# locals: (valuation_series:, classification:) %>
 <% valuation_series.with_index do |valuation_item, index| %>
   <% valuation, trend = valuation_item.values_at(:value, :trend) %>
-  <% valuation_styles = trend_styles(valuation_item[:trend]) %>
+  <% valuation_styles = trend_styles(valuation_item[:trend], mode: classification) %>
   <%= turbo_frame_tag dom_id(valuation) do %>
     <div class="p-4 flex items-center">
       <div class="w-16">

app/views/accounts/show.html.erb

@@ -1,5 +1,5 @@
 <%= turbo_stream_from @account %>
-<% balance_trend_styles = @balance_series.nil? ? {} : trend_styles(@balance_series[:trend]) %>
+<% balance_trend_styles = @balance_series.nil? ? {} : trend_styles(@balance_series[:trend], mode: @account.classification) %>
 <div class="space-y-4">
   <div class="flex justify-between items-center">
     <div class="flex items-center gap-3">

db/seeds.rb

@@ -1,60 +1,8 @@
 # This file should ensure the existence of records required to run the application in every environment (production,
 # development, test). The code here should be idempotent so that it can be executed at any point in every environment.
 # The data can then be loaded with the bin/rails db:seed command (or created alongside the database with db:setup).
-#
-# Example:
-#
-#   ["Action", "Comedy", "Drama", "Horror"].each do |genre_name|
-#     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}"
-user = User.create_or_find_by(email: "[email protected]") do |u|
-  u.first_name = "Josh"
-  u.last_name = "Maybe"
-  u.password = "password"
-  u.password_confirmation = "password"
-  u.family_id = family.id
-end
-puts "User created: #{user.email} for family: #{family.name}"
 
 # Create default currency
 Currency.find_or_create_by(iso_code: "USD", name: "United States Dollar")
 
-checking_account = Account::Depository.new
-account = Account.create_or_find_by(
-            name: "Seed Checking Account",
-            accountable: checking_account,
-            family: family,
-            balance: 5000
-          )
-puts "Account created: #{account.name}"
-
-valuations = [
-  { date: 1.year.ago.to_date, value: 4200 },
-  { date: 250.days.ago.to_date, value: 4500 },
-  { date: 200.days.ago.to_date, value: 4444.96 }
-]
-
-account.valuations.upsert_all(valuations, unique_by: :index_valuations_on_account_id_and_date)
-
-puts "Valuations created: #{valuations.count}"
-
-transactions = [
-  { date: Date.today - 27, amount: 7.56, name: "Starbucks" },
-  { date: Date.today - 18, amount: -500, name: "Paycheck" },
-  { date: Date.today - 18, amount: 18.20, name: "Walgreens" },
-  { date: Date.today - 13, amount: 34.20, name: "Chipotle" },
-  { date: Date.today - 9, amount: -200, name: "Birthday check" },
-  { date: Date.today - 5, amount: 85.00, name: "Amazon stuff" }
-]
-transactions.each do |t|
-  account.transactions.find_or_create_by(t)
-end
-
-puts "Transactions created: #{transactions.count}"
+puts 'Run the following command to create demo data: `rake demo_data:reset`' if Rails.env.development?