Chris Chen
230 lines
13 KiB
PL/PgSQL
230 lines
13 KiB
PL/PgSQL
-- ============================================================================
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-- ROLAC — Finance mock data (奉獻 / 支出) — ONE-OFF dev seed script
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-- ============================================================================
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-- Populates ~12 months of Givings (offering sessions) and Expenses so the
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-- Finance Dashboard has trends, pie charts, and breakdowns to render.
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--
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-- WHAT IT CREATES
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-- • ~8 mock Members (mixed EN/ZH names) — so some givings link to a person.
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-- • 52 weekly OfferingSessions (one per Sunday, last 12 months), each with
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-- ~8 Giving lines across all giving categories + payment methods. About
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-- half the lines are linked to a member, the rest are anonymous.
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-- • ~12 months of Expenses across every ministry / category group, mostly
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-- Paid/Approved (so they count in the dashboard) with a few Submitted.
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--
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-- ALL rows are stamped CreatedBy = 'mockdata'. Re-running this script first
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-- DELETEs the previous mock rows, so it is SAFE TO RUN MANY TIMES.
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--
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-- PREREQUISITE: reference data must already be seeded (run the API once so
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-- DbSeeder fills GivingCategories / Ministries / ExpenseCategoryGroups /
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-- ExpenseSubCategories). This script looks those up by Name_en.
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--
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-- HOW TO RUN (dev DB = PostgreSQL "ChurchCRM" on 192.168.68.55:49154):
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-- psql "Host=192.168.68.55;Port=49154;Database=ChurchCRM;Username=chris;Password=1124" -f MockFinanceData.sql
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-- …or just paste it into pgAdmin / DBeaver against the ChurchCRM database.
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-- ============================================================================
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BEGIN;
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-- ---------------------------------------------------------------------------
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-- 0. Clean up any previous mock data (order respects FKs)
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-- ---------------------------------------------------------------------------
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DELETE FROM "Givings" WHERE "CreatedBy" = 'mockdata';
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DELETE FROM "OfferingSessions" WHERE "CreatedBy" = 'mockdata';
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DELETE FROM "Expenses" WHERE "CreatedBy" = 'mockdata';
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DELETE FROM "Members" WHERE "CreatedBy" = 'mockdata';
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-- ---------------------------------------------------------------------------
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-- 1. Mock members (mixed EN/ZH) — some givings & reimbursements link to these
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-- ---------------------------------------------------------------------------
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INSERT INTO "Members"
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("FirstName_en","LastName_en","FirstName_zh","LastName_zh","Gender","Email",
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"Status","LanguagePreference","Country",
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"CreatedAt","CreatedBy","UpdatedAt","UpdatedBy","IsDeleted")
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VALUES
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('Wei', 'Chen', '偉', '陳', 'M', 'mock.wei@example.com', 'Member','zh','USA', now(),'mockdata',now(),'mockdata',false),
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('Mei', 'Lin', '美', '林', 'F', 'mock.mei@example.com', 'Member','zh','USA', now(),'mockdata',now(),'mockdata',false),
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('David', 'Wang', '大衛', '王', 'M', 'mock.david@example.com', 'Member','en','USA', now(),'mockdata',now(),'mockdata',false),
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('Grace', 'Liu', '恩典', '劉', 'F', 'mock.grace@example.com', 'Member','en','USA', now(),'mockdata',now(),'mockdata',false),
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('Samuel', 'Huang', '撒母耳','黃','M', 'mock.samuel@example.com', 'Member','zh','USA', now(),'mockdata',now(),'mockdata',false),
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('Esther', 'Wu', '以斯帖','吳','F', 'mock.esther@example.com', 'Member','zh','USA', now(),'mockdata',now(),'mockdata',false),
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('Joshua', 'Tsai', '約書亞','蔡','M', 'mock.joshua@example.com', 'Member','en','USA', now(),'mockdata',now(),'mockdata',false),
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('Hannah', 'Hsu', '漢娜', '許', 'F', 'mock.hannah@example.com', 'Member','en','USA', now(),'mockdata',now(),'mockdata',false);
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-- ---------------------------------------------------------------------------
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-- 2. Weekly offering sessions — last 52 Sundays
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-- ---------------------------------------------------------------------------
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-- last_sunday = the most recent Sunday on/before today (dow: Sunday = 0)
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INSERT INTO "OfferingSessions"
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("SessionDate","Status","CashTotal","CheckTotal","SystemTotal","Difference",
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"CreatedAt","CreatedBy","UpdatedAt","UpdatedBy")
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SELECT w.d, 'Reconciled', 0, 0, 0, 0,
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w.d::timestamptz, 'mockdata', w.d::timestamptz, 'mockdata'
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FROM (
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SELECT ((current_date - (extract(dow from current_date))::int) - (g * 7)) AS d
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FROM generate_series(0, 51) AS g
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) w
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WHERE NOT EXISTS ( -- skip dates that already have a session
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SELECT 1 FROM "OfferingSessions" os WHERE os."SessionDate" = w.d
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);
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-- ---------------------------------------------------------------------------
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-- 3. Giving lines — ~8 per mock session, spread over categories & methods
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-- ---------------------------------------------------------------------------
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-- Line "specs": n, category (by Name_en), payment method, link-to-member?,
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-- amount floor, amount range.
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WITH specs(n, cat_name, method, link, amin, arange) AS (
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VALUES
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(1, 'Tithe', 'Cash', true, 100, 900),
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(2, 'Tithe', 'Check', true, 100, 900),
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(3, 'Tithe', 'Zelle', false, 80, 600),
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(4, 'General Offering', 'Cash', false, 20, 180),
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(5, 'General Offering', 'PayPal', true, 20, 180),
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(6, 'Special Offering', 'Check', true, 50, 450),
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(7, 'Building Fund', 'Zelle', true, 100, 900),
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(8, 'Mission', 'Cash', false, 30, 270)
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)
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INSERT INTO "Givings"
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("MemberId","GivingCategoryId","OfferingSessionId","Amount","PaymentMethod",
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"CheckNumber","ZelleReferenceCode","PayPalTransactionId","GivingDate",
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"IsAnonymous","Notes","CreatedAt","CreatedBy","UpdatedAt","UpdatedBy")
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SELECT
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CASE WHEN sp.link
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THEN (SELECT m."Id" FROM "Members" m WHERE m."IsDeleted" = false ORDER BY random() LIMIT 1)
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END,
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gc."Id",
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s."Id",
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round((sp.amin + random() * sp.arange))::numeric(18,2),
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sp.method,
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CASE WHEN sp.method = 'Check' THEN (1000 + (random() * 8999)::int)::text END,
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CASE WHEN sp.method = 'Zelle' THEN 'ZL' || to_char(s."SessionDate",'YYYYMMDD') || sp.n END,
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CASE WHEN sp.method = 'PayPal' THEN 'PP-' || substr(md5(random()::text), 1, 10) END,
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s."SessionDate",
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(NOT sp.link), -- anonymous when not linked to a member
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NULL,
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s."SessionDate"::timestamptz, 'mockdata', s."SessionDate"::timestamptz, 'mockdata'
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FROM "OfferingSessions" s
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CROSS JOIN specs sp
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JOIN "GivingCategories" gc ON gc."Name_en" = sp.cat_name
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WHERE s."CreatedBy" = 'mockdata';
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-- Roll the giving lines up into each session's Cash / Check / System totals.
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UPDATE "OfferingSessions" os SET
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"CashTotal" = COALESCE(sub.cash, 0),
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"CheckTotal" = COALESCE(sub.chk, 0),
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"SystemTotal" = COALESCE(sub.sys, 0),
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"Difference" = 0
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FROM (
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SELECT "OfferingSessionId" sid,
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SUM("Amount") FILTER (WHERE "PaymentMethod" = 'Cash') AS cash,
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SUM("Amount") FILTER (WHERE "PaymentMethod" = 'Check') AS chk,
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SUM("Amount") AS sys
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FROM "Givings"
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WHERE "CreatedBy" = 'mockdata'
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GROUP BY "OfferingSessionId"
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) sub
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WHERE os."Id" = sub.sid;
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-- ---------------------------------------------------------------------------
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-- 4. Expenses — recurring monthly spend across ministries & category groups
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-- ---------------------------------------------------------------------------
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-- Spec: ministry, category group, sub-category (all by Name_en),
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-- is_reimbursement?, vendor name, description, amount floor, range.
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WITH specs(ministry, grp, sub, is_reimb, vendor, descr, amin, arange) AS (
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VALUES
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('Facility', 'Facility', 'Rent', false, 'Arcadia Property Mgmt', 'Monthly facility rent / 場地月租', 2000, 400),
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('Facility', 'Facility', 'Utilities', false, 'SoCal Edison', 'Electricity & water / 水電費', 250, 250),
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('Worship', 'Equipment', 'Maintenance & Repair', false, 'Guitar Center Service', 'Instrument/sound maintenance / 樂器維修', 80, 220),
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('Sound', 'Equipment', 'Rental', false, 'AV Rentals LA', 'AV equipment rental / 影音設備租借', 150, 350),
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('PPT/Media', 'Consumables', 'Accessories', false, 'B&H Photo', 'Cables & adapters / 線材配件', 40, 160),
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('Catering', 'Food & Beverage','Catering', false, '85C Bakery', 'Sunday fellowship meal / 主日愛筵', 200, 300),
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('Catering', 'Food & Beverage','Food Ingredients', true, NULL, 'Groceries for kitchen / 廚房食材', 80, 220),
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('Children', 'Materials', 'Craft Supplies', true, NULL, 'Sunday school crafts / 兒主手工材料', 40, 160),
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('Children', 'Materials', 'Printing', false, 'FedEx Office', 'Children lesson printing / 兒童教材印刷', 50, 150),
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('Administration','Printing', 'Bulletins', false, 'FedEx Office', 'Weekly bulletin printing / 週報印刷', 60, 120),
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('Administration','Consumables', 'Office Supplies', true, NULL, 'Office supplies / 辦公文具', 30, 120),
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('Hospitality', 'Consumables', 'Cleaning Supplies', true, NULL, 'Cleaning supplies / 清潔用品', 30, 90),
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('Preaching', 'Personnel', 'Honorarium', true, NULL, 'Guest speaker honorarium / 講員酬庸', 100, 300),
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('Administration','Missions', 'Missionary Support', false, 'OMF International', 'Monthly missionary support / 宣教士月支援', 200, 300)
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),
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-- 12 months back from the current month
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months AS (
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SELECT (date_trunc('month', current_date) - (g || ' month')::interval)::date AS m0
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FROM generate_series(0, 11) AS g
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),
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rows AS (
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SELECT
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mi."Id" AS ministry_id,
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gp."Id" AS group_id,
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sc."Id" AS sub_id,
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-- pre-allocate the expense id so the matching ExpenseLine can reference it
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nextval(pg_get_serial_sequence('"Expenses"','Id')) AS new_id,
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sp.is_reimb,
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sp.vendor,
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sp.descr,
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-- expense date: a day within that month, never in the future
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LEAST(mo.m0 + (random() * 27)::int, current_date) AS expense_date,
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round((sp.amin + random() * sp.arange))::numeric(18,2) AS amount,
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-- weighted status: 7 Paid / 2 Approved / 1 Submitted
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(ARRAY['Paid','Paid','Paid','Paid','Paid','Paid','Paid','Approved','Approved','Submitted'])
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[1 + (random() * 9)::int] AS status
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FROM specs sp
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CROSS JOIN months mo
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JOIN "Ministries" mi ON mi."Name_en" = sp.ministry
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JOIN "ExpenseCategoryGroups" gp ON gp."Name_en" = sp.grp
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JOIN "ExpenseSubCategories" sc ON sc."Name_en" = sp.sub AND sc."GroupId" = gp."Id"
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)
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, ins_exp AS (
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INSERT INTO "Expenses"
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("Id","MinistryId","Type","Status","Amount",
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"Description","VendorName","MemberId","CheckNumber","ExpenseDate",
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"Notes","SubmittedBy","SubmittedAt","ReviewedBy","ReviewedAt","PaidBy","PaidAt",
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"CreatedAt","CreatedBy","UpdatedAt","UpdatedBy","IsDeleted")
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SELECT
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r.new_id, r.ministry_id,
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CASE WHEN r.is_reimb THEN 'StaffReimbursement' ELSE 'VendorPayment' END,
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r.status,
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r.amount,
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r.descr,
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CASE WHEN r.is_reimb THEN NULL ELSE r.vendor END,
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CASE WHEN r.is_reimb
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THEN (SELECT m."Id" FROM "Members" m WHERE m."IsDeleted" = false ORDER BY random() LIMIT 1)
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END,
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CASE WHEN NOT r.is_reimb AND r.status = 'Paid' THEN (4000 + (random() * 5999)::int)::text END,
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r.expense_date,
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NULL,
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'mockdata', r.expense_date::timestamptz,
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CASE WHEN r.status IN ('Approved','Paid') THEN 'mockdata' END,
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CASE WHEN r.status IN ('Approved','Paid') THEN r.expense_date::timestamptz END,
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CASE WHEN r.status = 'Paid' THEN 'mockdata' END,
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CASE WHEN r.status = 'Paid' THEN r.expense_date::timestamptz END,
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r.expense_date::timestamptz, 'mockdata', r.expense_date::timestamptz, 'mockdata', false
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FROM rows r
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)
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-- one line per mock expense (single-category), mirroring the migrated production shape
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INSERT INTO "ExpenseLines"
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("ExpenseId","CategoryGroupId","SubCategoryId","FunctionalClass","Amount","Description",
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"CreatedAt","CreatedBy","UpdatedAt","UpdatedBy")
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SELECT
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r.new_id, r.group_id, r.sub_id, NULL, r.amount, NULL,
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r.expense_date::timestamptz, 'mockdata', r.expense_date::timestamptz, 'mockdata'
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FROM rows r;
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COMMIT;
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-- ---------------------------------------------------------------------------
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-- Quick verification (run after commit)
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-- ---------------------------------------------------------------------------
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SELECT 'members' AS kind, count(*)::text AS value FROM "Members" WHERE "CreatedBy" = 'mockdata'
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UNION ALL
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SELECT 'sessions', count(*)::text FROM "OfferingSessions" WHERE "CreatedBy" = 'mockdata'
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UNION ALL
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SELECT 'givings', count(*)::text FROM "Givings" WHERE "CreatedBy" = 'mockdata'
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UNION ALL
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SELECT 'giving $', COALESCE(sum("Amount"), 0)::numeric(18,2)::text FROM "Givings" WHERE "CreatedBy" = 'mockdata'
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UNION ALL
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SELECT 'expenses', count(*)::text FROM "Expenses" WHERE "CreatedBy" = 'mockdata'
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UNION ALL
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SELECT 'expense $ (paid+appr)', COALESCE(sum("Amount"), 0)::numeric(18,2)::text
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FROM "Expenses" WHERE "CreatedBy" = 'mockdata' AND "Status" IN ('Paid','Approved');
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