lashman
10a76e3003
- Implement subscriptions view with bidirectional recurring transaction sync - Add cascade delete/pause/resume between subscriptions and recurring - Fix foreign key constraints when deleting recurring transactions - Add cross-view instant refresh via callback pattern - Replace Bezier chart smoothing with Fritsch-Carlson monotone Hermite interpolation - Smooth budget sparklines using shared monotone_subdivide function - Add vertical spacing to budget rows - Add app icon (receipt on GNOME blue) in all sizes for desktop, web, and AppImage - Add calendar, credit cards, forecast, goals, insights, and wishlist views - Add date picker, numpad, quick-add, category combo, and edit dialog components - Add import/export for CSV, JSON, OFX, QIF formats - Add NLP transaction parsing, OCR receipt scanning, expression evaluator - Add notification support, Sankey chart, tray icon - Add demo data seeder with full DB wipe - Expand database schema with subscriptions, goals, credit cards, and more
540 lines
22 KiB
Rust
540 lines
22 KiB
Rust
use chrono::{Datelike, Local, NaiveDate};
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use rand::Rng;
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use rusqlite::params;
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use crate::db::Database;
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/// Populate the database with realistic demo data spanning ~2 years.
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/// Assumes the database already has default categories seeded.
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pub fn seed_demo_data(db: &Database) -> Result<(), Box<dyn std::error::Error>> {
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let mut rng = rand::thread_rng();
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let today = Local::now().date_naive();
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let start = NaiveDate::from_ymd_opt(today.year() - 2, today.month(), 1).unwrap();
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// -- Settings --
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db.set_setting("base_currency", "USD")?;
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db.set_setting("theme", "system")?;
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// -- Look up category IDs --
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let cats: Vec<(i64, String, String)> = db.conn.prepare(
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"SELECT id, name, type FROM categories ORDER BY id"
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)?.query_map([], |row| {
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Ok((row.get(0)?, row.get(1)?, row.get(2)?))
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})?.filter_map(|r| r.ok()).collect();
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let cat_id = |name: &str| -> i64 {
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cats.iter().find(|(_, n, _)| n == name).map(|(id, _, _)| *id).unwrap_or(1)
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};
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// Expense category IDs
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let food_id = cat_id("Food and Dining");
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let groceries_id = cat_id("Groceries");
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let transport_id = cat_id("Transport");
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let housing_id = cat_id("Housing/Rent");
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let utilities_id = cat_id("Utilities");
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let entertainment_id = cat_id("Entertainment");
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let shopping_id = cat_id("Shopping");
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let health_id = cat_id("Health");
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let education_id = cat_id("Education");
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let subscriptions_id = cat_id("Subscriptions");
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let personal_id = cat_id("Personal Care");
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let gifts_id = cat_id("Gifts");
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let travel_id = cat_id("Travel");
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// Income category IDs
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let salary_id = cat_id("Salary");
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let freelance_id = cat_id("Freelance");
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let investment_id = cat_id("Investment");
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let gift_income_id = cat_id("Gift");
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let refund_id = cat_id("Refund");
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// Realistic payees and notes per category
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let food_payees = ["Chipotle", "Starbucks", "Panda Express", "Subway", "Pizza Hut",
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"Local Diner", "Thai Kitchen", "Burger Joint", "Sushi Bar", "Taco Bell"];
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let grocery_payees = ["Whole Foods", "Trader Joe's", "Kroger", "Costco", "Aldi",
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"Safeway", "Target", "Walmart"];
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let transport_notes = ["Gas station", "Bus pass", "Uber ride", "Lyft", "Parking",
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"Car wash", "Oil change", "Tire rotation"];
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let entertainment_notes = ["Movie tickets", "Netflix", "Concert", "Board game",
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"Bowling", "Escape room", "Museum", "Book"];
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let shopping_payees = ["Amazon", "Target", "Best Buy", "IKEA", "Home Depot",
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"Etsy", "Thrift store"];
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let health_notes = ["Pharmacy", "Doctor copay", "Gym membership", "Vitamins",
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"Dentist", "Eye exam"];
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let personal_notes = ["Haircut", "Toiletries", "Dry cleaning", "Laundry"];
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// Helper: random float in range
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let rand_amount = |rng: &mut rand::rngs::ThreadRng, low: f64, high: f64| -> f64 {
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let val = rng.gen_range(low..high);
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(val * 100.0).round() / 100.0
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};
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let rand_pick = |rng: &mut rand::rngs::ThreadRng, items: &[&str]| -> String {
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items[rng.gen_range(0..items.len())].to_string()
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};
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let insert_txn = |date: NaiveDate, amount: f64, txn_type: &str, cat: i64,
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note: Option<&str>, payee: Option<&str>| -> Result<(), Box<dyn std::error::Error>> {
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let date_str = date.format("%Y-%m-%d").to_string();
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let created = format!("{} 12:00:00", date_str);
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db.conn.execute(
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"INSERT INTO transactions (amount, type, category_id, currency, exchange_rate, note, date, created_at, payee)
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VALUES (?1, ?2, ?3, 'USD', 1.0, ?4, ?5, ?6, ?7)",
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params![amount, txn_type, cat, note, date_str, created, payee],
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)?;
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Ok(())
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};
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// -- Generate transactions month by month --
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let mut current = start;
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while current <= today {
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let year = current.year();
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let month = current.month();
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let days_in_month = if month == 12 {
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NaiveDate::from_ymd_opt(year + 1, 1, 1)
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} else {
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NaiveDate::from_ymd_opt(year, month + 1, 1)
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}.and_then(|d| d.pred_opt()).map(|d| d.day()).unwrap_or(30);
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let month_str = format!("{}-{:02}", year, month);
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// Monthly income: salary on the 1st and 15th (biweekly)
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let base_salary = 2850.0 + (year - start.year()) as f64 * 150.0;
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, 1) {
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if d <= today {
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insert_txn(d, base_salary, "income", salary_id, Some("Biweekly paycheck"), Some("Acme Corp"))?;
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}
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}
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, 15) {
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if d <= today {
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insert_txn(d, base_salary, "income", salary_id, Some("Biweekly paycheck"), Some("Acme Corp"))?;
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}
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}
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// Occasional freelance income (30% of months)
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if rng.gen_bool(0.3) {
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let day = rng.gen_range(5..=25).min(days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 200.0, 1200.0);
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insert_txn(d, amt, "income", freelance_id, Some("Web dev project"), Some("Freelance client"))?;
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}
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}
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}
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// Investment dividends quarterly (March, June, Sept, Dec)
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if matches!(month, 3 | 6 | 9 | 12) {
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let day = rng.gen_range(10..=20).min(days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 50.0, 180.0);
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insert_txn(d, amt, "income", investment_id, Some("Dividend payment"), Some("Vanguard"))?;
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}
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}
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}
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// Occasional refunds
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if rng.gen_bool(0.15) {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 10.0, 80.0);
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insert_txn(d, amt, "income", refund_id, Some("Return item"), Some("Amazon"))?;
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}
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}
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}
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// Birthday/holiday gift income (December, month of user)
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if month == 12 {
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, 25) {
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if d <= today {
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let amt = rand_amount(&mut rng, 50.0, 200.0);
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insert_txn(d, amt, "income", gift_income_id, Some("Holiday gift"), None)?;
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}
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}
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}
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// -- EXPENSES --
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// Rent: 1st of every month
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, 1) {
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if d <= today {
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insert_txn(d, 1350.00, "expense", housing_id, Some("Monthly rent"), Some("Pinewood Apartments"))?;
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}
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}
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// Utilities: ~10th of month
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, 10.min(days_in_month)) {
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if d <= today {
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let electric = rand_amount(&mut rng, 60.0, 140.0);
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insert_txn(d, electric, "expense", utilities_id, Some("Electric bill"), Some("City Power Co"))?;
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let internet = 65.00;
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insert_txn(d, internet, "expense", utilities_id, Some("Internet"), Some("Comcast"))?;
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}
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}
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// Phone bill: 5th
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, 5.min(days_in_month)) {
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if d <= today {
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insert_txn(d, 45.00, "expense", subscriptions_id, Some("Phone plan"), Some("Mint Mobile"))?;
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}
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}
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// Streaming subscriptions: 1st
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, 1) {
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if d <= today {
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insert_txn(d, 15.99, "expense", subscriptions_id, Some("Streaming service"), Some("Netflix"))?;
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insert_txn(d, 10.99, "expense", subscriptions_id, Some("Music streaming"), Some("Spotify"))?;
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}
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}
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// Groceries: 2-4 trips per month
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let grocery_trips = rng.gen_range(2..=4);
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for _ in 0..grocery_trips {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 45.0, 160.0);
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let payee = rand_pick(&mut rng, &grocery_payees);
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insert_txn(d, amt, "expense", groceries_id, Some("Weekly groceries"), Some(&payee))?;
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}
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}
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}
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// Food and dining: 4-8 meals out per month
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let meals_out = rng.gen_range(4..=8);
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for _ in 0..meals_out {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 8.0, 55.0);
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let payee = rand_pick(&mut rng, &food_payees);
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insert_txn(d, amt, "expense", food_id, None, Some(&payee))?;
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}
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}
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}
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// Transport: 2-5 per month
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let transport_count = rng.gen_range(2..=5);
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for _ in 0..transport_count {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 5.0, 65.0);
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let note = rand_pick(&mut rng, &transport_notes);
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insert_txn(d, amt, "expense", transport_id, Some(¬e), None)?;
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}
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}
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}
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// Entertainment: 1-3 per month
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let ent_count = rng.gen_range(1..=3);
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for _ in 0..ent_count {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 10.0, 70.0);
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let note = rand_pick(&mut rng, &entertainment_notes);
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insert_txn(d, amt, "expense", entertainment_id, Some(¬e), None)?;
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}
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}
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}
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// Shopping: 1-3 per month
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let shop_count = rng.gen_range(1..=3);
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for _ in 0..shop_count {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 15.0, 120.0);
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let payee = rand_pick(&mut rng, &shopping_payees);
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insert_txn(d, amt, "expense", shopping_id, None, Some(&payee))?;
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}
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}
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}
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// Health: 0-2 per month
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let health_count = rng.gen_range(0..=2);
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for _ in 0..health_count {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 15.0, 120.0);
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let note = rand_pick(&mut rng, &health_notes);
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insert_txn(d, amt, "expense", health_id, Some(¬e), None)?;
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}
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}
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}
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// Personal care: 0-2 per month
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let personal_count = rng.gen_range(0..=2);
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for _ in 0..personal_count {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 12.0, 60.0);
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let note = rand_pick(&mut rng, &personal_notes);
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insert_txn(d, amt, "expense", personal_id, Some(¬e), None)?;
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}
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}
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}
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// Education: occasional (20% of months)
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if rng.gen_bool(0.2) {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 15.0, 80.0);
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insert_txn(d, amt, "expense", education_id, Some("Online course"), Some("Udemy"))?;
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}
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}
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}
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// Gifts: mainly November/December, occasionally otherwise
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let gift_chance = if matches!(month, 11 | 12) { 0.8 } else { 0.1 };
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if rng.gen_bool(gift_chance) {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 20.0, 150.0);
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insert_txn(d, amt, "expense", gifts_id, Some("Birthday/holiday gift"), None)?;
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}
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}
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}
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// Travel: 1-2 trips per year (spread across a few months)
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if rng.gen_bool(0.08) {
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for _ in 0..rng.gen_range(2..=4) {
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let day = rng.gen_range(1..=days_in_month);
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if let Some(d) = NaiveDate::from_ymd_opt(year, month, day) {
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if d <= today {
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let amt = rand_amount(&mut rng, 50.0, 400.0);
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let notes = ["Hotel stay", "Flight", "Restaurant abroad", "Sightseeing"];
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let note = rand_pick(&mut rng, ¬es);
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insert_txn(d, amt, "expense", travel_id, Some(¬e), None)?;
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}
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}
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}
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}
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// -- Budgets for this month --
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let budget_items: Vec<(i64, f64)> = vec![
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(groceries_id, 500.0),
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(food_id, 350.0),
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(transport_id, 200.0),
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(entertainment_id, 150.0),
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(shopping_id, 200.0),
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(utilities_id, 250.0),
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(subscriptions_id, 80.0),
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(health_id, 100.0),
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(personal_id, 75.0),
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];
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for (cat, amt) in &budget_items {
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db.conn.execute(
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"INSERT OR IGNORE INTO budgets (category_id, amount, month) VALUES (?1, ?2, ?3)",
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params![cat, amt, month_str],
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)?;
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}
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// Advance to next month
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current = if month == 12 {
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NaiveDate::from_ymd_opt(year + 1, 1, 1).unwrap()
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} else {
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NaiveDate::from_ymd_opt(year, month + 1, 1).unwrap()
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};
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}
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// -- Recurring transactions (plain, non-subscription) --
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let two_years_ago = format!("{}-{:02}-01", today.year() - 2, today.month());
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let recurring_items: Vec<(f64, &str, i64, &str, &str)> = vec![
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(1350.00, "expense", housing_id, "monthly", "Monthly rent"),
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(65.00, "expense", utilities_id, "monthly", "Internet"),
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];
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for (amount, txn_type, cat, freq, note) in &recurring_items {
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db.conn.execute(
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"INSERT INTO recurring_transactions (amount, type, category_id, currency, note, frequency, start_date, active)
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VALUES (?1, ?2, ?3, 'USD', ?4, ?5, ?6, 1)",
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params![amount, txn_type, cat, note, freq, two_years_ago],
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)?;
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}
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// -- Linked subscriptions + recurring --
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use crate::models::{Frequency, NewRecurringTransaction, TransactionType};
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let sub_services: Vec<(&str, f64, &str, &str)> = vec![
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("Netflix", 15.99, "tabler-brand-netflix", "#E50914"),
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("Spotify", 10.99, "tabler-brand-spotify", "#1DB954"),
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("iCloud", 2.99, "tabler-cloud", "#3693F3"),
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("GitHub", 4.00, "tabler-brand-github", "#333333"),
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("Xbox Game Pass", 16.99, "tabler-brand-xbox", "#107C10"),
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];
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for (name, amount, _icon, _color) in &sub_services {
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// Find the subscription category by name
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let sub_cat_id: i64 = db.conn.query_row(
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"SELECT id FROM subscription_categories WHERE name = ?1",
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params![name],
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|row| row.get(0),
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).unwrap_or_else(|_| {
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// Fallback to "Other" category
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db.conn.query_row(
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"SELECT id FROM subscription_categories WHERE name = 'Other'",
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[],
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|row| row.get(0),
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).unwrap_or(1)
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});
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let start = chrono::NaiveDate::parse_from_str(&two_years_ago, "%Y-%m-%d")
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.unwrap_or(today);
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let new_rec = NewRecurringTransaction {
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amount: *amount,
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transaction_type: TransactionType::Expense,
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category_id: subscriptions_id,
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currency: "USD".to_string(),
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note: Some(name.to_string()),
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frequency: Frequency::Monthly,
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start_date: start,
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end_date: None,
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is_bill: true,
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reminder_days: 3,
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subscription_id: None,
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};
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db.insert_linked_recurring_and_subscription(&new_rec, sub_cat_id, name)?;
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}
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// -- Savings goals --
|
|
db.conn.execute(
|
|
"INSERT INTO savings_goals (name, target, saved, currency, deadline, color, icon)
|
|
VALUES ('Emergency Fund', 10000.0, 6450.0, 'USD', ?1, '#27ae60', 'tabler-shield')",
|
|
params![format!("{}-12-31", today.year())],
|
|
)?;
|
|
db.conn.execute(
|
|
"INSERT INTO savings_goals (name, target, saved, currency, deadline, color, icon)
|
|
VALUES ('Vacation Fund', 3000.0, 1820.0, 'USD', ?1, '#3498db', 'tabler-plane')",
|
|
params![format!("{}-06-30", today.year() + 1)],
|
|
)?;
|
|
db.conn.execute(
|
|
"INSERT INTO savings_goals (name, target, saved, currency, deadline, color, icon)
|
|
VALUES ('New Laptop', 1500.0, 950.0, 'USD', ?1, '#9b59b6', 'tabler-device-laptop')",
|
|
params![format!("{}-09-01", today.year())],
|
|
)?;
|
|
|
|
// -- Wishlist items --
|
|
db.conn.execute(
|
|
"INSERT INTO wishlist_items (name, amount, category_id, note, priority)
|
|
VALUES ('Noise Cancelling Headphones', 299.99, ?1, 'Sony WH-1000XM5', 1)",
|
|
params![shopping_id],
|
|
)?;
|
|
db.conn.execute(
|
|
"INSERT INTO wishlist_items (name, amount, category_id, note, priority)
|
|
VALUES ('Ergonomic Keyboard', 179.00, ?1, 'Kinesis Advantage 360', 2)",
|
|
params![shopping_id],
|
|
)?;
|
|
db.conn.execute(
|
|
"INSERT INTO wishlist_items (name, amount, category_id, note, priority)
|
|
VALUES ('Camping Gear Set', 450.00, ?1, 'Tent + sleeping bag + mat', 3)",
|
|
params![travel_id],
|
|
)?;
|
|
|
|
// -- Credit Cards --
|
|
db.conn.execute(
|
|
"INSERT INTO credit_cards (name, credit_limit, statement_close_day, due_day, min_payment_pct, current_balance, currency, color)
|
|
VALUES ('Chase Sapphire', 8000.0, 25, 15, 2.0, 2340.0, 'USD', '#003087')",
|
|
[],
|
|
)?;
|
|
db.conn.execute(
|
|
"INSERT INTO credit_cards (name, credit_limit, statement_close_day, due_day, min_payment_pct, current_balance, currency, color)
|
|
VALUES ('Amex Gold', 12000.0, 20, 10, 2.0, 890.0, 'USD', '#C4A000')",
|
|
[],
|
|
)?;
|
|
|
|
// -- Purchased wishlist items --
|
|
db.conn.execute(
|
|
"INSERT INTO wishlist_items (name, amount, category_id, note, priority, purchased)
|
|
VALUES ('Mechanical Keyboard', 149.99, ?1, 'Cherry MX Brown switches', 2, 1)",
|
|
params![shopping_id],
|
|
)?;
|
|
db.conn.execute(
|
|
"INSERT INTO wishlist_items (name, amount, category_id, note, priority, purchased)
|
|
VALUES ('Running Shoes', 89.99, ?1, 'Nike Pegasus', 1, 1)",
|
|
params![shopping_id],
|
|
)?;
|
|
|
|
// -- Achievements --
|
|
let two_years_ago_dt = format!(
|
|
"{}-{:02}-15 12:00:00",
|
|
today.year() - 2,
|
|
today.month()
|
|
);
|
|
let one_year_ago_dt = format!(
|
|
"{}-{:02}-15 12:00:00",
|
|
today.year() - 1,
|
|
today.month()
|
|
);
|
|
let six_months_ago_dt = {
|
|
let m = if today.month() > 6 { today.month() - 6 } else { today.month() + 6 };
|
|
let y = if today.month() > 6 { today.year() } else { today.year() - 1 };
|
|
format!("{}-{:02}-15 12:00:00", y, m)
|
|
};
|
|
db.conn.execute(
|
|
"UPDATE achievements SET earned_at = ?1 WHERE name = 'First Transaction'",
|
|
params![two_years_ago_dt],
|
|
)?;
|
|
db.conn.execute(
|
|
"UPDATE achievements SET earned_at = ?1 WHERE name = '100 Transactions'",
|
|
params![one_year_ago_dt],
|
|
)?;
|
|
db.conn.execute(
|
|
"UPDATE achievements SET earned_at = ?1 WHERE name = 'Month Under Budget'",
|
|
params![six_months_ago_dt],
|
|
)?;
|
|
|
|
// -- Transaction Templates --
|
|
db.insert_template(
|
|
"Morning Coffee",
|
|
Some(5.50),
|
|
TransactionType::Expense,
|
|
food_id,
|
|
"USD",
|
|
Some("Starbucks"),
|
|
Some("Daily coffee"),
|
|
None,
|
|
)?;
|
|
db.insert_template(
|
|
"Weekly Groceries",
|
|
Some(85.00),
|
|
TransactionType::Expense,
|
|
groceries_id,
|
|
"USD",
|
|
Some("Trader Joe's"),
|
|
Some("Weekly grocery run"),
|
|
None,
|
|
)?;
|
|
|
|
// -- Tags --
|
|
db.conn.execute("INSERT OR IGNORE INTO tags (name) VALUES ('essential')", [])?;
|
|
db.conn.execute("INSERT OR IGNORE INTO tags (name) VALUES ('splurge')", [])?;
|
|
db.conn.execute("INSERT OR IGNORE INTO tags (name) VALUES ('recurring')", [])?;
|
|
db.conn.execute("INSERT OR IGNORE INTO tags (name) VALUES ('work-related')", [])?;
|
|
|
|
// -- Categorization rules --
|
|
db.conn.execute(
|
|
"INSERT INTO categorization_rules (field, pattern, category_id, priority)
|
|
VALUES ('payee', 'Starbucks', ?1, 1)",
|
|
params![food_id],
|
|
)?;
|
|
db.conn.execute(
|
|
"INSERT INTO categorization_rules (field, pattern, category_id, priority)
|
|
VALUES ('payee', 'Whole Foods', ?1, 1)",
|
|
params![groceries_id],
|
|
)?;
|
|
db.conn.execute(
|
|
"INSERT INTO categorization_rules (field, pattern, category_id, priority)
|
|
VALUES ('payee', 'Amazon', ?1, 1)",
|
|
params![shopping_id],
|
|
)?;
|
|
|
|
Ok(())
|
|
}
|