Coverage Summary for Class: BudgetSeed (com.georgeci.moneysurfer.domain.debug)
| Class |
Class, %
|
Method, %
|
Branch, %
|
Line, %
|
Instruction, %
|
| BudgetSeed |
100%
(1/1)
|
100%
(1/1)
|
|
100%
(1/1)
|
100%
(17/17)
|
package com.georgeci.moneysurfer.domain.debug
import com.georgeci.moneysurfer.domain.model.Account
import com.georgeci.moneysurfer.domain.model.Budget
import com.georgeci.moneysurfer.domain.model.BudgetPeriod
import com.georgeci.moneysurfer.domain.model.Category
import com.georgeci.moneysurfer.domain.model.GoalContribution
import com.georgeci.moneysurfer.domain.model.SavingsGoal
import com.georgeci.moneysurfer.domain.model.Transaction
import com.georgeci.moneysurfer.domain.primitives.AccountId
import com.georgeci.moneysurfer.domain.primitives.AccountType
import com.georgeci.moneysurfer.domain.primitives.BudgetId
import com.georgeci.moneysurfer.domain.primitives.CategoryId
import com.georgeci.moneysurfer.domain.primitives.CategoryType
import com.georgeci.moneysurfer.domain.primitives.CurrencyCode
import com.georgeci.moneysurfer.domain.primitives.GoalContributionId
import com.georgeci.moneysurfer.domain.primitives.GoalId
import com.georgeci.moneysurfer.domain.primitives.Money
import com.georgeci.moneysurfer.domain.primitives.TransactionId
import com.georgeci.moneysurfer.domain.primitives.TransactionType
import com.georgeci.moneysurfer.domain.primitives.WorkspaceId
import kotlinx.datetime.DateTimeUnit
import kotlinx.datetime.LocalDate
import kotlinx.datetime.TimeZone
import kotlinx.datetime.atStartOfDayIn
import kotlinx.datetime.daysUntil
import kotlinx.datetime.minus
import kotlinx.datetime.plus
import kotlinx.datetime.toLocalDateTime
import kotlin.random.Random
import kotlin.time.Duration.Companion.hours
import kotlin.time.Duration.Companion.minutes
import kotlin.time.Instant
/**
* What the generator is allowed to know about the workspace it is filling. Assembled by
* `DemoDataWriter`, which owns every repository; the generator itself does no IO so its output is
* reproducible for a given seed and clock.
*/
internal data class DemoDataSnapshot(
val workspaceId: WorkspaceId,
val currency: CurrencyCode,
val accounts: List<Account>,
val categories: List<Category>,
val budgetNames: Set<String>,
val goalTitles: Set<String>,
)
/**
* Rows to insert, in dependency order: [accounts] before [transactions] (which reference them),
* [goals] before [contributions].
*/
internal data class DemoDataPlan(
val accounts: List<Account>,
val transactions: List<Transaction>,
val budgets: List<Budget>,
val goals: List<SavingsGoal>,
val contributions: List<GoalContribution>,
)
/** A year of history is what the dashboard's trailing-months widgets need to draw a full curve. */
private const val HISTORY_MONTHS = 12
/** Rows per run, chosen so lists page and charts look inhabited without a slow first launch. */
private const val TRANSACTION_COUNT = 300
private const val EARLIEST_HOUR = 8
private const val LATEST_HOUR = 22
private const val MINUTES_PER_HOUR = 60
/**
* The default [buildDemoDataPlan] seed. Derived from the clock rather than fixed: the only other
* input that moves between two runs is the calendar day, so a constant would make a second run the
* same day replay the first one row for row — 300 duplicates instead of a denser year. Pass an
* explicit `seed` where reproducibility is the point (screenshot diffs, tests).
*/
private fun seedFrom(now: Instant): Int = now.toEpochMilliseconds().toInt()
/**
* Builds one batch of demo rows against [snapshot].
*
* Accounts, budgets and goals already present under the same name are left alone, so a second run
* only deepens the transaction history instead of duplicating the scaffolding around it.
*/
internal fun buildDemoDataPlan(
snapshot: DemoDataSnapshot,
now: Instant,
zone: TimeZone = TimeZone.currentSystemDefault(),
seed: Int = seedFrom(now),
): DemoDataPlan {
val random = Random(seed)
val today = now.toLocalDateTime(zone).date
val windowStart = LocalDate(today.year, today.month, 1).minus(HISTORY_MONTHS - 1, DateTimeUnit.MONTH)
val newAccounts = snapshot.newAccounts(now)
// Archived accounts are hidden from every list and dropped from total and budget rollups, so a
// row written against one is invisible in the app while still counted in the report. Plan
// against the active set only — `newAccounts` applies the same filter to its name dedup, so an
// archived "Cash" gets an active replacement rather than silently absorbing the batch.
val accounts = (snapshot.accounts + newAccounts).filterNot { it.archived }
// Nothing to hang transactions off. Only reachable if the account seeds below are emptied.
if (accounts.isEmpty()) return DemoDataPlan(newAccounts, emptyList(), emptyList(), emptyList(), emptyList())
val ledger = LedgerContext(
workspaceId = snapshot.workspaceId,
accounts = accounts,
categories = snapshot.categories,
now = now,
zone = zone,
random = random,
)
val openings = newAccounts.map { account -> ledger.openingBalance(account, windowStart) }
val bills = ledger.monthlyBills(windowStart, today)
val discretionary = ledger.discretionary(windowStart, today, TRANSACTION_COUNT - bills.size)
return DemoDataPlan(
accounts = newAccounts,
transactions = openings + bills + discretionary,
budgets = snapshot.newBudgets(today, now),
goals = snapshot.newGoals(accounts, today, now),
contributions = emptyList(),
).withGoalContributions(now)
}
// --- accounts -------------------------------------------------------------------------------
private data class AccountSeed(val name: String, val type: AccountType, val openingMinor: Long)
private val ACCOUNT_SEEDS = listOf(
AccountSeed("Cash", AccountType.CASH, 32_000),
AccountSeed("Checking", AccountType.BANK, 425_000),
AccountSeed("Savings", AccountType.SAVINGS, 1_200_000),
)
private fun DemoDataSnapshot.newAccounts(now: Instant): List<Account> {
// Archived rows do not count as taken: the seed name is free again, and re-using an archived
// account would file the whole batch somewhere the app never shows.
val taken = accounts.filterNot { it.archived }.map { it.name }.toSet()
// Positions are still assigned past every row, archived included, so nothing collides.
val nextSortOrder = (accounts.maxOfOrNull { it.sortOrder } ?: -1) + 1
return ACCOUNT_SEEDS
.filterNot { it.name in taken }
.mapIndexed { index, seed ->
Account(
id = AccountId.uuid(),
workspaceId = workspaceId,
name = seed.name,
type = seed.type,
currencyCode = currency,
// Zero on the row: the opening amount arrives as its own OPENING_BALANCE
// transaction, so the cached balance stays a projection of the ledger.
balance = Money.zero(),
updatedAt = now,
sortOrder = nextSortOrder + index,
)
}
}
private fun openingMinorFor(account: Account): Long =
ACCOUNT_SEEDS.firstOrNull { it.name == account.name }?.openingMinor ?: 0
// --- transactions ---------------------------------------------------------------------------
/** A predictable row that repeats every month — what makes the monthly charts look like a life. */
private data class MonthlyBill(
val categoryName: String,
val merchant: String,
val dayOfMonth: Int,
val minMinor: Long,
val maxMinor: Long,
val type: TransactionType,
)
private val MONTHLY_BILLS = listOf(
MonthlyBill("Salary", "Acme Corp", 5, 320_000, 340_000, TransactionType.INCOME),
MonthlyBill("Rent", "Landlord", 3, 115_000, 115_000, TransactionType.EXPENSE),
MonthlyBill("Utilities", "City Utilities", 12, 8_500, 14_000, TransactionType.EXPENSE),
MonthlyBill("Subscriptions", "Streaming Plus", 20, 999, 2_999, TransactionType.EXPENSE),
)
/** One spending habit. [weight] is how many of the random rows it claims, relative to its peers. */
private data class SpendProfile(
val categoryName: String,
val type: TransactionType,
val weight: Int,
val minMinor: Long,
val maxMinor: Long,
val merchants: List<String>,
)
private val SPEND_PROFILES = listOf(
SpendProfile(
"Groceries",
TransactionType.EXPENSE,
weight = 26,
minMinor = 1_200,
maxMinor = 14_000,
merchants = listOf("Green Market", "Corner Grocer", "Farmers Market", "SuperFresh"),
),
SpendProfile(
"Restaurants",
TransactionType.EXPENSE,
weight = 20,
minMinor = 800,
maxMinor = 9_500,
merchants = listOf("Ramen Ya", "Blue Bottle", "Pizzeria Napoli", "Sushi Bar", "Cafe Roma"),
),
SpendProfile(
"Transport",
TransactionType.EXPENSE,
weight = 16,
minMinor = 250,
maxMinor = 6_000,
merchants = listOf("City Metro", "Ride Share", "Fuel Station", "Bike Rental"),
),
SpendProfile(
"Shopping",
TransactionType.EXPENSE,
weight = 10,
minMinor = 1_500,
maxMinor = 25_000,
merchants = listOf("Home Store", "Outfitters", "Electronics Hub", "Bookshop"),
),
SpendProfile(
"Entertainment",
TransactionType.EXPENSE,
weight = 8,
minMinor = 900,
maxMinor = 7_000,
merchants = listOf("Cinema City", "Game Store", "Concert Hall", "Bowling Lane"),
),
SpendProfile(
"Health",
TransactionType.EXPENSE,
weight = 6,
minMinor = 1_000,
maxMinor = 18_000,
merchants = listOf("Pharmacy", "Dental Clinic", "Optics"),
),
SpendProfile(
"Travel",
TransactionType.EXPENSE,
weight = 4,
minMinor = 6_000,
maxMinor = 60_000,
merchants = listOf("Airline", "Hotel Booking", "Rail Europe"),
),
SpendProfile(
"Refunds",
TransactionType.INCOME,
weight = 3,
minMinor = 1_200,
maxMinor = 12_000,
merchants = listOf("Online Store", "Tax Office"),
),
SpendProfile(
"Bonus",
TransactionType.INCOME,
weight = 2,
minMinor = 40_000,
maxMinor = 90_000,
merchants = listOf("Acme Corp"),
),
)
/** Everything a single transaction needs that does not vary row to row. */
private class LedgerContext(
val workspaceId: WorkspaceId,
val accounts: List<Account>,
categories: List<Category>,
val now: Instant,
val zone: TimeZone,
val random: Random,
) {
private val byName: Map<String, Category> = categories.associateBy { it.name }
private val fallbackByType: Map<CategoryType, Category> =
categories.groupBy { it.type }.mapValues { (_, group) -> group.first() }
/** Savings sit out day-to-day spending, so the balance curve on them stays a savings curve. */
private val spendAccounts: List<Account> =
accounts.filterNot { it.type == AccountType.SAVINGS }.ifEmpty { accounts }
private val salaryAccount: Account =
accounts.firstOrNull { it.type == AccountType.BANK } ?: spendAccounts.first()
/**
* Named category if the workspace still has it, otherwise any category of the right type — a
* renamed default must not silently produce uncategorized rows.
*/
private fun categoryId(name: String, type: TransactionType): CategoryId? {
val wanted = if (type == TransactionType.INCOME) CategoryType.INCOME else CategoryType.EXPENSE
return byName[name]?.takeIf { it.type == wanted }?.id ?: fallbackByType[wanted]?.id
}
fun openingBalance(account: Account, date: LocalDate): Transaction = transaction(
account = account,
money = Money.fromMinor(openingMinorFor(account)),
categoryId = null,
merchant = "",
date = date,
type = TransactionType.OPENING_BALANCE,
)
fun monthlyBills(windowStart: LocalDate, today: LocalDate): List<Transaction> =
(0 until HISTORY_MONTHS).flatMap { monthIndex ->
val anchor = windowStart.plus(monthIndex, DateTimeUnit.MONTH)
MONTHLY_BILLS.mapNotNull { bill ->
val date = anchor.plus(bill.dayOfMonth - 1, DateTimeUnit.DAY)
// The current month is only part-way through; a rent row dated next week would
// read as a planned expense the app has no concept of here.
if (date > today) return@mapNotNull null
transaction(
// Salary in and the fixed bills out both run through the current account.
account = salaryAccount,
money = Money.fromMinor(random.nextLong(bill.minMinor, bill.maxMinor + 1)),
categoryId = categoryId(bill.categoryName, bill.type),
merchant = bill.merchant,
date = date,
type = bill.type,
)
}
}
fun discretionary(windowStart: LocalDate, today: LocalDate, count: Int): List<Transaction> {
if (count <= 0) return emptyList()
val weighted = SPEND_PROFILES.flatMap { profile -> List(profile.weight) { profile } }
val daySpan = windowStart.daysUntil(today)
return List(count) {
val profile = weighted[random.nextInt(weighted.size)]
transaction(
account = spendAccounts[random.nextInt(spendAccounts.size)],
money = Money.fromMinor(random.nextLong(profile.minMinor, profile.maxMinor + 1)),
categoryId = categoryId(profile.categoryName, profile.type),
merchant = profile.merchants[random.nextInt(profile.merchants.size)],
date = windowStart.plus(random.nextInt(daySpan + 1), DateTimeUnit.DAY),
type = profile.type,
)
}
}
private fun transaction(
account: Account,
money: Money,
categoryId: CategoryId?,
merchant: String,
date: LocalDate,
type: TransactionType,
): Transaction = Transaction(
id = TransactionId.uuid(),
workspaceId = workspaceId,
accountId = account.id,
money = money,
currencyCode = account.currencyCode,
categoryId = categoryId,
note = "",
merchant = merchant,
operationAt = operationAt(date),
operationDate = date,
type = type,
createdAt = now,
updatedAt = now,
)
/**
* A plausible time of day, clamped to [now] so a row dated today cannot land in the future and
* sort ahead of everything the tester adds by hand afterwards.
*/
private fun operationAt(date: LocalDate): Instant {
val at = date.atStartOfDayIn(zone) +
random.nextInt(EARLIEST_HOUR, LATEST_HOUR).hours +
random.nextInt(MINUTES_PER_HOUR).minutes
return if (at > now) now else at
}
}
// --- budgets --------------------------------------------------------------------------------
private data class BudgetSeed(val name: String, val categoryNames: List<String>, val amountMinor: Long)
private val BUDGET_SEEDS = listOf(
BudgetSeed("Food", listOf("Groceries", "Restaurants"), 60_000),
// No categories at all — the "everything" shape, which resolves to every expense category.
BudgetSeed("Monthly cap", emptyList(), 250_000),
)
private fun DemoDataSnapshot.newBudgets(today: LocalDate, now: Instant): List<Budget> {
val byName = categories.associateBy { it.name }
return BUDGET_SEEDS
.filterNot { it.name in budgetNames }
.map { seed ->
Budget(
id = BudgetId.uuid(),
workspaceId = workspaceId,
name = seed.name,
categoryIds = seed.categoryNames.mapNotNull { byName[it]?.id },
amount = Money.fromMinor(seed.amountMinor),
period = BudgetPeriod.MONTHLY,
startDate = LocalDate(today.year, today.month, 1),
createdAt = now,
)
}
}
// --- goals ----------------------------------------------------------------------------------
private data class GoalSeed(
val title: String,
val emoji: String,
val hue: Int,
val targetMinor: Long,
val startedMonthsAgo: Int,
val dueInMonths: Int,
val contributions: Int,
val contributionMinor: Long,
)
private val GOAL_SEEDS = listOf(
GoalSeed(
title = "Trip to Lisbon",
emoji = "🏖",
hue = 200,
targetMinor = 250_000,
startedMonthsAgo = 6,
dueInMonths = 6,
contributions = 5,
contributionMinor = 30_000,
),
GoalSeed(
title = "New laptop",
emoji = "💻",
hue = 265,
targetMinor = 180_000,
startedMonthsAgo = 3,
dueInMonths = 9,
contributions = 3,
contributionMinor = 25_000,
),
)
private fun DemoDataSnapshot.newGoals(accounts: List<Account>, today: LocalDate, now: Instant): List<SavingsGoal> {
val savings = accounts.firstOrNull { it.type == AccountType.SAVINGS }
return GOAL_SEEDS
.filterNot { it.title in goalTitles }
.map { seed ->
val startDate = today.minus(seed.startedMonthsAgo, DateTimeUnit.MONTH)
SavingsGoal(
id = GoalId.uuid(),
workspaceId = workspaceId,
title = seed.title,
emoji = seed.emoji,
hue = seed.hue,
target = Money.fromMinor(seed.targetMinor),
currencyCode = currency,
startDate = startDate,
targetDate = today.plus(seed.dueInMonths, DateTimeUnit.MONTH),
accountId = savings?.id,
createdAt = now,
)
}
}
/**
* Back-fills each freshly created goal with monthly contributions, so the progress ring shows
* something other than zero. Attached after the fact because a contribution needs the goal's id.
*/
private fun DemoDataPlan.withGoalContributions(now: Instant): DemoDataPlan {
val byTitle = GOAL_SEEDS.associateBy { it.title }
val contributions = goals.flatMap { goal ->
val seed = byTitle[goal.title] ?: return@flatMap emptyList()
List(seed.contributions) { index ->
GoalContribution(
id = GoalContributionId.uuid(),
workspaceId = goal.workspaceId,
goalId = goal.id,
amount = Money.fromMinor(seed.contributionMinor),
occurredOn = goal.startDate.plus(index, DateTimeUnit.MONTH),
createdAt = now,
)
}
}
return copy(contributions = contributions)
}