WealthySmart/backend/app/seed.py

from sqlmodel import Session, select

from app.db import engine
from app.models.models import (
    Account,
    AccountType,
    Bank,
    Category,
    Currency,
    RecurringFrequency,
    RecurringItem,
    RecurringItemType,
)

DEFAULT_CATEGORIES = [
    ("Groceries", "shopping-cart", "automercado,auto mercado,fresh market,macrobiotica,pricesmart,price smart,grassfedcr,pequeno mundo"),
    ("Food & Delivery", "utensils", "uber eats,rappi,mcdonalds,subway,pizza,restaurant,soda,cafe,coyote ugly,el rodeo,steak house"),
    ("Utilities", "zap", "c.n.f.l,cnfl,ice,aya,claro cr telecomunicaciones"),
    ("Transportation", "car", "gasolina,gasolinera,uber rides,didi,parqueo,parking,peaje,estacion de servicio,estac.de serv"),
    ("Shopping", "shopping-bag", "amazon,ebay,ticotek,construplaza,epa,novex,novedades chayfer,total imports,tiendalaliga,gnc live well"),
    ("Entertainment", "film", "netflix,disney,cine,steam,playstation,blizzard,diablo"),
    ("Health", "heart-pulse", "farmacia,hospital,clinica,laboratorio,optica,medicina regenerativa,neumi,doer fitness,kettlebell,lacrosse"),
    ("Education", "graduation-cap", "universidad,udemy,coursera,libro"),
    ("Housing", "home", "hipoteca,alquiler,municipalidad,condominio,bac san jose pensiones"),
    ("Insurance", "shield", "seguro,ins"),
    ("Subscriptions", "repeat", "cloudflare,github,google one,apple,icloud,spotify,openai,claude.ai,cursor,netcup"),
    ("Telecom", "phone", "liberty,tigo,kolbi"),
    ("Parking & Fees", "circle-parking", "centro comercial curridabat,debito compass,cobro administr,compass"),
    ("Auto", "car-front", "auto lavado,lavado"),
    ("Lab & Medical", "microscope", "laboratorio echandi"),
    ("Other", "tag", ""),
]

DEFAULT_ACCOUNTS = [
    # Bank accounts
    (Bank.BAC, Currency.CRC, "BAC", AccountType.BANK),
    (Bank.BAC, Currency.USD, "BAC", AccountType.BANK),
    (Bank.BCR, Currency.CRC, "BCR", AccountType.BANK),
    (Bank.BCR, Currency.USD, "BCR", AccountType.BANK),
    (Bank.DAVIVIENDA, Currency.CRC, "DAV", AccountType.BANK),
    (Bank.DAVIVIENDA, Currency.USD, "DAV", AccountType.BANK),
    # Pensions (CRC)
    (Bank.FCL, Currency.CRC, "FCL", AccountType.PENSION),
    (Bank.ROP, Currency.CRC, "ROP", AccountType.PENSION),
    (Bank.VOL, Currency.CRC, "VOL", AccountType.PENSION),
    # Savings (CRC)
    (Bank.MEMP, Currency.CRC, "MEMP", AccountType.SAVINGS),
    (Bank.MPAT, Currency.CRC, "MPAT", AccountType.SAVINGS),
    # Liabilities
    (Bank.MORTGAGE, Currency.USD, "Mortgage", AccountType.LIABILITY),
    # Crypto
    (Bank.BAC, Currency.BTC, "BTC", AccountType.CRYPTO),
    (Bank.BAC, Currency.XMR, "XMR", AccountType.CRYPTO),
]


DEFAULT_RECURRING_ITEMS = [
    # Incomes
    {
        "name": "Alquiler Apt 1",
        "amount": 320000,
        "item_type": RecurringItemType.INCOME,
        "frequency": RecurringFrequency.MONTHLY,
        "day_of_month": 1,
        "notes": "Tenant rent - start of month",
    },
    {
        "name": "Alquiler Apt 2",
        "amount": 360000,
        "item_type": RecurringItemType.INCOME,
        "frequency": RecurringFrequency.MONTHLY,
        "day_of_month": 15,
        "notes": "Tenant rent - mid month",
    },
    {
        "name": "Salario Quincenal 1",
        "amount": 1400000,
        "item_type": RecurringItemType.INCOME,
        "frequency": RecurringFrequency.MONTHLY,
        "day_of_month": 15,
        "notes": "Net salary - mid month",
    },
    {
        "name": "Salario Quincenal 2",
        "amount": 1400000,
        "item_type": RecurringItemType.INCOME,
        "frequency": RecurringFrequency.MONTHLY,
        "day_of_month": 30,
        "notes": "Net salary - end of month",
    },
    {
        "name": "Aguinaldo",
        "amount": 3000000,
        "item_type": RecurringItemType.INCOME,
        "frequency": RecurringFrequency.YEARLY,
        "month_of_year": 12,
        "notes": "Yearly bonus",
    },
    # Fixed expenses
    {
        "name": "Hipoteca",
        "amount": 450000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.MONTHLY,
        "notes": "Mortgage payment estimate",
    },
    {
        "name": "Comida y Gasolina",
        "amount": 300000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.MONTHLY,
        "notes": "Food & Gas estimate",
    },
    {
        "name": "CNFL",
        "amount": 50000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.MONTHLY,
        "notes": "Electricity",
    },
    {
        "name": "Internet",
        "amount": 50000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.MONTHLY,
        "notes": "Internet service",
    },
    {
        "name": "Municipalidad",
        "amount": 30000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.MONTHLY,
        "override_amounts": {"3": 150000, "6": 150000, "9": 150000, "12": 150000},
        "notes": "Local gov fees; 150k in property tax quarters",
    },
    {
        "name": "Tennis y Limpieza",
        "amount": 150000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.MONTHLY,
        "notes": "Tennis lessons + house cleaning",
    },
    # Cash transfers
    {
        "name": "Empleada Doméstica",
        "amount": 20000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.WEEKLY,
        "day_of_month": 0,
        "notes": "Weekly maid payment (~80k/month)",
    },
    {
        "name": "Clases de Tennis",
        "amount": 50000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.MONTHLY,
        "notes": "Monthly tennis lessons cash transfer",
    },
    # Sporadic
    {
        "name": "CCE (Country Club)",
        "amount": 720000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.YEARLY,
        "month_of_year": 2,
        "notes": "Yearly country club fee",
    },
    {
        "name": "Seguro Vehicular",
        "amount": 150000,
        "item_type": RecurringItemType.EXPENSE,
        "frequency": RecurringFrequency.BIANNUAL,
        "month_of_year": 1,
        "notes": "Car insurance every 6 months (Jan, Jul)",
    },
    # Savings
    {
        "name": "Ahorro MEMP",
        "amount": 200000,
        "item_type": RecurringItemType.SAVINGS,
        "frequency": RecurringFrequency.MONTHLY,
        "notes": "Monthly savings to MEMP account",
    },
    {
        "name": "Ahorro MPAT",
        "amount": 200000,
        "item_type": RecurringItemType.SAVINGS,
        "frequency": RecurringFrequency.MONTHLY,
        "notes": "Monthly savings to MPAT account",
    },
]


def seed_db():
    with Session(engine) as session:
        existing = session.exec(select(Category)).first()
        if not existing:
            for name, icon, patterns in DEFAULT_CATEGORIES:
                session.add(Category(name=name, icon=icon, auto_match_patterns=patterns))
            session.commit()

        existing_acc = session.exec(select(Account)).first()
        if not existing_acc:
            for bank, currency, label, account_type in DEFAULT_ACCOUNTS:
                session.add(Account(bank=bank, currency=currency, label=label, account_type=account_type))
            session.commit()

        existing_recurring = session.exec(select(RecurringItem)).first()
        if not existing_recurring:
            for item_data in DEFAULT_RECURRING_ITEMS:
                session.add(RecurringItem(**item_data))
            session.commit()