whisper-money/app/Console/Commands/ResetDemoAccountCommand.php

519 lines
18 KiB
PHP

<?php
namespace App\Console\Commands;
use App\Actions\CreateDefaultCategories;
use App\Enums\AccountType;
use App\Enums\BudgetPeriodType;
use App\Enums\RolloverType;
use App\Models\Account;
use App\Models\Bank;
use App\Models\Budget;
use App\Models\Category;
use App\Models\Label;
use App\Models\User;
use App\Services\BudgetPeriodService;
use App\Services\BudgetTransactionService;
use App\Services\Demo\DemoAutomationRulesProvider;
use App\Services\Demo\DemoLabelsProvider;
use App\Services\Demo\DemoTransactionsProvider;
use Illuminate\Console\Command;
use Illuminate\Support\Collection;
class ResetDemoAccountCommand extends Command
{
protected $signature = 'demo:reset';
protected $description = 'Reset the demo account with fresh data';
private const MIN_BALANCE_GROWTH_PERCENTAGE = 0.05;
public function __construct(
private DemoTransactionsProvider $transactionsProvider,
private DemoLabelsProvider $labelsProvider,
private DemoAutomationRulesProvider $rulesProvider,
private BudgetPeriodService $budgetPeriodService,
private BudgetTransactionService $budgetTransactionService,
) {
parent::__construct();
}
public function handle(): int
{
$demoEmail = config('app.demo.email');
$demoPassword = config('app.demo.password');
if (! $demoEmail || ! $demoPassword) {
$this->error('Demo configuration not set. Please set DEMO_EMAIL and DEMO_PASSWORD in .env');
return self::FAILURE;
}
$this->info("Resetting demo account: {$demoEmail}");
$user = $this->findOrCreateDemoUser($demoEmail, $demoPassword);
$this->deleteExistingData($user);
$this->createCategories($user);
$labels = $this->createLabels($user);
$this->createAccountsWithTransactions($user, $labels);
$this->createAutomationRules($user, $labels);
$this->createBudgets($user);
$this->assignTransactionsToBudgets($user);
$this->createSubscription($user);
$this->info('✓ Demo account reset successfully!');
return self::SUCCESS;
}
private function findOrCreateDemoUser(string $email, string $password): User
{
$user = User::where('email', $email)->first();
if ($user) {
$user->email_verified_at ??= now();
$user->save();
return $user;
}
$user = new User([
'email' => $email,
'name' => 'Demo User',
'password' => $password,
'onboarded_at' => now(),
'currency_code' => 'USD',
]);
$user->email_verified_at = now();
$user->save();
return $user;
}
private function deleteExistingData(User $user): void
{
$user->transactions()->forceDelete();
$user->accounts()->forceDelete();
$user->labels()->forceDelete();
$user->automationRules()->forceDelete();
$user->categories()->forceDelete();
$user->budgets()->forceDelete();
$user->encryptedMessage()->delete();
$this->info(' Deleted existing data');
}
private function createCategories(User $user): void
{
(new CreateDefaultCategories)->handle($user);
$this->info(' Created default categories');
}
/**
* @return array<int, array{label: Label, assignment_percentage: int}>
*/
private function createLabels(User $user): array
{
$labelsConfig = $this->labelsProvider->getLabels();
$labels = [];
foreach ($labelsConfig as $labelConfig) {
$label = $user->labels()->create([
'name' => $labelConfig['name'],
'color' => $labelConfig['color'],
]);
$labels[] = [
'label' => $label,
'assignment_percentage' => $labelConfig['assignment_percentage'],
];
}
$this->info(' Created '.count($labels).' labels');
return $labels;
}
/**
* @param array<int, array{label: Label, assignment_percentage: int}> $labels
*/
private function createAccountsWithTransactions(User $user, array $labels): void
{
$bbvaBank = Bank::query()->whereNull('user_id')->where('name', 'BBVA')->first()
?? Bank::factory()->create(['user_id' => null]);
$ingBank = Bank::query()->whereNull('user_id')->where('name', 'ING')->first()
?? Bank::factory()->create(['user_id' => null]);
$indexaCapitalBank = Bank::query()->whereNull('user_id')->where('name', 'Indexa Capital')->first()
?? Bank::factory()->create(['user_id' => null]);
$binanceBank = Bank::query()->whereNull('user_id')->where('name', 'Binance')->first()
?? Bank::factory()->create(['user_id' => null]);
$categories = $user->categories()->get()->keyBy('name');
$accounts = [
[
'name' => 'Primary Checking',
'type' => AccountType::Checking,
'current_balance' => $this->generateRealisticBalance(2000000, 3500000),
'monthly_variance' => 150000,
'bank_account_id' => $bbvaBank->id,
],
[
'name' => 'Joint Checking',
'type' => AccountType::Checking,
'current_balance' => $this->generateRealisticBalance(500000, 1200000),
'monthly_variance' => 80000,
'bank_account_id' => $bbvaBank->id,
],
[
'name' => 'Emergency Fund',
'type' => AccountType::Savings,
'current_balance' => $this->generateRealisticBalance(1200000, 1800000),
'monthly_variance' => 25000,
'bank_account_id' => $ingBank->id,
],
[
'name' => '401(k) Retirement',
'type' => AccountType::Retirement,
'current_balance' => $this->generateRealisticBalance(8500000, 12500000),
'monthly_variance' => 350000,
'bank_account_id' => $indexaCapitalBank->id,
],
[
'name' => 'Brokerage Account',
'type' => AccountType::Investment,
'current_balance' => $this->generateRealisticBalance(1500000, 3500000),
'monthly_variance' => 200000,
'bank_account_id' => $indexaCapitalBank->id,
],
[
'name' => 'Cryptos',
'type' => AccountType::Investment,
'current_balance' => $this->generateRealisticBalance(1500000, 4500000),
'monthly_variance' => 100000,
'bank_account_id' => $binanceBank->id,
],
];
$createdAccounts = [];
$transactionAccounts = [];
foreach ($accounts as $accountData) {
$account = $user->accounts()->create([
'name' => $accountData['name'],
'name_iv' => null,
'bank_id' => $accountData['bank_account_id'],
'currency_code' => 'USD',
'type' => $accountData['type'],
]);
$this->createBalanceHistory($account, $accountData['current_balance'], $accountData['monthly_variance'], $accountData['type']);
$createdAccounts[] = $account;
if ($this->accountTypeHasTransactions($accountData['type'])) {
$transactionAccounts[] = $account;
}
}
$totalTransactions = $this->createMixedTransactions($transactionAccounts, $categories, $labels);
$this->info(' Created '.count($createdAccounts)." accounts with {$totalTransactions} transactions and 12 months of balances");
}
private function generateRealisticBalance(int $min, int $max): int
{
$base = rand($min, $max);
$cents = rand(0, 99);
return (int) (floor($base / 100) * 100 + $cents);
}
private function createBalanceHistory(Account $account, int $currentBalance, int $monthlyVariance, AccountType $type): void
{
$targetFirstMonthBalance = (int) ($currentBalance / (1 + self::MIN_BALANCE_GROWTH_PERCENTAGE));
$balance = $currentBalance;
$balances = [];
for ($i = 0; $i <= 12; $i++) {
$date = now()->subMonthsNoOverflow($i)->endOfMonth();
if ($i === 0) {
$date = now();
}
$balances[] = [
'date' => $date,
'balance' => $balance,
];
if ($i < 12) {
$change = rand(-$monthlyVariance, $monthlyVariance);
$balance = max(10000, $balance - $change);
$balance = $this->generateRealisticBalance($balance - 5000, $balance + 5000);
}
}
$firstMonthBalance = $balances[12]['balance'];
$reductionNeeded = $firstMonthBalance - $targetFirstMonthBalance;
if ($reductionNeeded > 0) {
$reductionPerMonth = ($reductionNeeded + 100) / 12;
for ($i = 0; $i <= 12; $i++) {
$monthIndex = $i;
$reduction = (int) ($reductionPerMonth * $monthIndex);
$balances[$i]['balance'] = max(10000, $balances[$i]['balance'] - $reduction);
}
}
$trackInvestedAmount = $type->supportsInvestedAmount();
foreach ($balances as $i => $balanceData) {
$attributes = [
'balance_date' => $balanceData['date']->format('Y-m-d'),
'balance' => $balanceData['balance'],
];
if ($trackInvestedAmount) {
$gainPercentage = 0.05 + (0.20 - 0.05) * ($i / 12);
$attributes['invested_amount'] = (int) ($balanceData['balance'] / (1 + $gainPercentage));
}
$account->balances()->create($attributes);
}
}
/**
* @param array<int, Account> $accounts
* @param Collection<string, Category> $categories
* @param array<int, array{label: Label, assignment_percentage: int}> $labels
*/
private function createMixedTransactions(array $accounts, Collection $categories, array $labels): int
{
if (empty($accounts)) {
return 0;
}
$allTransactions = $this->transactionsProvider->getTransactions();
$count = 0;
foreach ($allTransactions as $transactionData) {
$categoryName = $transactionData['category_name'];
unset($transactionData['category_name']);
$category = $categories->get($categoryName);
if (! $category) {
continue;
}
$account = $accounts[array_rand($accounts)];
$transactionData['description_iv'] = null;
$transaction = $account->transactions()->create([
'user_id' => $account->user_id,
'category_id' => $category->id,
...$transactionData,
]);
foreach ($labels as $labelConfig) {
if (rand(1, 100) <= $labelConfig['assignment_percentage']) {
$transaction->labels()->attach($labelConfig['label']->id);
}
}
$count++;
}
return $count;
}
/**
* @param array<int, array{label: Label, assignment_percentage: int}> $labels
*/
private function createAutomationRules(User $user, array $labels): void
{
$rules = $this->rulesProvider->getRules();
foreach ($rules as $ruleData) {
$category = null;
if ($ruleData['category_name']) {
$category = $user->categories()->where('name', $ruleData['category_name'])->first();
}
$rule = $user->automationRules()->create([
'title' => $ruleData['title'],
'priority' => $ruleData['priority'],
'rules_json' => $ruleData['rules_json'],
'action_category_id' => $category?->id,
'action_note' => $ruleData['action_note'],
'action_note_iv' => $ruleData['action_note'] ? 'demo_iv' : null,
]);
if (rand(0, 1) && ! empty($labels)) {
$randomLabel = $labels[array_rand($labels)]['label'];
$rule->labels()->attach($randomLabel->id);
}
}
$this->info(' Created '.count($rules).' automation rules');
}
private function accountTypeHasTransactions(AccountType $type): bool
{
return $type !== AccountType::Investment && $type !== AccountType::Retirement;
}
private function createBudgets(User $user): void
{
$categories = $user->categories()->get()->keyBy('name');
$groceriesCategory = $categories->get('Groceries');
$diningCategory = $categories->get('Cafes, restaurants, bars');
if (! $groceriesCategory || ! $diningCategory) {
$this->warn(' Skipping budget creation - required categories not found');
return;
}
$budget1 = Budget::create([
'user_id' => $user->id,
'name' => 'Monthly Groceries',
'period_type' => BudgetPeriodType::Monthly,
'period_start_day' => 1,
'category_id' => $groceriesCategory->id,
'rollover_type' => RolloverType::CarryOver,
]);
$this->generateHistoricalPeriods($budget1, 320000);
$budget2 = Budget::create([
'user_id' => $user->id,
'name' => 'Weekly Dining Out',
'period_type' => BudgetPeriodType::Weekly,
'period_start_day' => 0,
'category_id' => $diningCategory->id,
'rollover_type' => RolloverType::Reset,
]);
$this->generateHistoricalPeriods($budget2, 20000);
$groceriesPeriodCount = $budget1->periods()->count();
$diningPeriodCount = $budget2->periods()->count();
$groceriesCurrentPeriod = $budget1->getCurrentPeriod();
$diningCurrentPeriod = $budget2->getCurrentPeriod();
$this->info(' Created 2 budgets with historical periods');
$this->info(" - Monthly Groceries: {$groceriesPeriodCount} periods".($groceriesCurrentPeriod ? ' (has current period)' : ' (no current period)'));
$this->info(" - Weekly Dining Out: {$diningPeriodCount} periods".($diningCurrentPeriod ? ' (has current period)' : ' (no current period)'));
}
private function generateHistoricalPeriods(Budget $budget, int $allocatedAmount): void
{
$transactionStartDate = now()->subMonths(12);
$endDate = now()->addWeek();
$currentDate = $transactionStartDate->copy();
if ($budget->period_type === BudgetPeriodType::Weekly) {
$dayOfWeek = $budget->period_start_day ?? 0;
while ($currentDate->dayOfWeek !== $dayOfWeek) {
$currentDate->subDay();
}
} elseif ($budget->period_type === BudgetPeriodType::Monthly) {
$currentDate->startOfMonth();
if ($budget->period_start_day) {
$currentDate->day($budget->period_start_day);
}
}
$maxIterations = 1000;
$iteration = 0;
while ($currentDate->lte($endDate) && $iteration < $maxIterations) {
$period = $this->budgetPeriodService->generatePeriod($budget, $allocatedAmount, $currentDate);
if ($period->end_date->gte($endDate)) {
break;
}
$currentDate = $period->end_date->copy()->addDay();
switch ($budget->period_type) {
case BudgetPeriodType::Monthly:
if ($budget->period_start_day) {
$currentDate->day($budget->period_start_day);
} else {
$currentDate->startOfMonth();
}
break;
case BudgetPeriodType::Weekly:
$dayOfWeek = $budget->period_start_day ?? 0;
while ($currentDate->dayOfWeek !== $dayOfWeek && $currentDate->lte($endDate)) {
$currentDate->addDay();
}
break;
case BudgetPeriodType::Biweekly:
$dayOfWeek = $budget->period_start_day ?? 0;
while ($currentDate->dayOfWeek !== $dayOfWeek && $currentDate->lte($endDate)) {
$currentDate->addDay();
}
break;
case BudgetPeriodType::Custom:
break;
}
$iteration++;
}
}
private function assignTransactionsToBudgets(User $user): void
{
$transactions = $user->transactions()->get();
$assignedCount = 0;
$budgetAssignments = [];
foreach ($transactions as $transaction) {
$this->budgetTransactionService->assignTransaction($transaction);
$transaction->refresh();
$budgetTransactions = $transaction->budgetTransactions()->with('budgetPeriod.budget')->get();
if ($budgetTransactions->isNotEmpty()) {
$assignedCount++;
foreach ($budgetTransactions as $budgetTransaction) {
$budgetName = $budgetTransaction->budgetPeriod->budget->name;
$budgetAssignments[$budgetName] = ($budgetAssignments[$budgetName] ?? 0) + 1;
}
}
}
$this->info(" Assigned {$assignedCount} transactions to budgets");
foreach ($budgetAssignments as $budgetName => $count) {
$this->info(" - {$budgetName}: {$count} transactions");
}
}
private function createSubscription(User $user): void
{
$user->subscriptions()->delete();
$user->subscriptions()->create([
'type' => 'default',
'stripe_id' => 'sub_demo_free_forever',
'stripe_status' => 'active',
'stripe_price' => 'price_demo_free',
]);
$this->info(' Created demo subscription');
}
}