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Demo Data Take 6

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johnnyq
2026-08-28 19:23:36 -04:00
parent 8d25337774
commit 3277567b87
3 changed files with 122 additions and 46 deletions
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161
admin/post/demo_data_model.php
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@@ -95,6 +95,38 @@ function demoDataTaxes() {
];
}
// ------------------------------
// demoCategoryId
// starterCategoryId returns 0 for a category that is not there, which is how a
// load run before the Categories pack ends up with every expense, invoice and
// ticket uncategorised. This creates what is missing instead, so the data is
// complete whatever order the packs were loaded in.
// ------------------------------
function demoCategoryId($mysqli, $name, $type) {
static $cache = [];
$key = $type . '|' . $name;
if (isset($cache[$key])) {
return $cache[$key];
}
$id = starterCategoryId($mysqli, $name, $type);
if (!$id) {
$id = starterInsert($mysqli, 'categories', [
'category_name' => $name,
'category_type' => $type,
'category_color' => $type === 'Income' ? '#3d9970' : '#dc3545',
'category_created_at' => demoMonthDateTime(24, 1, 9, 0),
]);
}
$cache[$key] = $id;
return $id;
}
// ------------------------------
// demoDataProducts
// Catalogue lines for the things this MSP actually sells, sitting alongside
@@ -165,7 +197,7 @@ function demoEnsureProducts($mysqli, $currency) {
'product_price' => $product[3],
'product_currency_code' => $currency,
'product_description' => $product[5],
'product_category_id' => starterCategoryId($mysqli, $product[4], 'Income'),
'product_category_id' => demoCategoryId($mysqli, $product[4], 'Income'),
'product_tax_id' => 0,
]);
}
@@ -399,28 +431,30 @@ function demoLink($mysqli, $table, $left_column, $left_id, $right_column, $right
// ------------------------------
function demoEnsureAccounts($mysqli, $currency) {
$accounts = ['ids' => [], 'created' => 0];
$existing = [];
$sql = mysqli_query($mysqli, "SELECT account_id, account_name FROM accounts");
while ($row = mysqli_fetch_assoc($sql)) {
$existing[mb_strtolower($row['account_name'])] = intval($row['account_id']);
}
$accounts = [];
foreach (demoDataAccounts() as $account) {
$key = mb_strtolower($account[0]);
if (isset($existing[$key])) {
$accounts['ids'][$account[0]] = $existing[$key];
$name = escapeSql($account[0]);
$description = escapeSql($account[1]);
// Name and description together are what make an account ours. An
// install with its own Operating Checking keeps it untouched and gets a
// separate one here, so the company ledger is always built against
// accounts this library owns rather than being skipped.
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT account_id FROM accounts WHERE account_name = '$name' AND account_description = '$description' LIMIT 1"));
if (!empty($row['account_id'])) {
$accounts[$account[0]] = intval($row['account_id']);
continue;
}
$accounts['ids'][$account[0]] = starterInsert($mysqli, 'accounts', [
$accounts[$account[0]] = starterInsert($mysqli, 'accounts', [
'account_name' => $account[0],
'account_description' => $account[1],
'opening_balance' => number_format($account[2], 2, '.', ''),
'account_currency_code' => $currency,
'account_created_at' => demoMonthDateTime(24, 1, 9, 0),
]);
$accounts['created']++;
}
return $accounts;
@@ -533,17 +567,14 @@ function demoDataLoad($mysqli) {
'billing' => 0,
'company' => 0,
'skipped_credentials' => 0,
'skipped_company' => 0,
];
$existing = starterExistingNames($mysqli, 'clients', 'client_name');
$accounts = demoEnsureAccounts($mysqli, $currency);
$context = [
'user_id' => intval($session_user_id ?? 0),
'currency' => $currency,
'accounts' => $accounts['ids'],
'accounts_created' => $accounts['created'],
'accounts' => demoEnsureAccounts($mysqli, $currency),
'cash_account_id' => demoCashAccountId($mysqli),
'org_vendors' => demoEnsureOrgVendors($mysqli),
'products' => demoEnsureProducts($mysqli, $currency),
@@ -576,17 +607,12 @@ function demoDataLoad($mysqli) {
// The MSP's own operating costs and transfers. Only generated when the
// accounts were ours to create - an install that already had an account
// called Operating Checking has a real ledger, and we stay out of it.
if ($counts['clients']) {
// The diary and the mileage log carry no money, so they go in either way
demoBuildInternalDiary($mysqli, $context, $counts);
if ($context['accounts_created'] === count(demoDataAccounts())) {
demoBuildCompanyFinancials($mysqli, $context, $counts);
} else {
$counts['skipped_company'] = 1;
}
}
// The company side always gets built. It posts only to accounts and
// suppliers this library owns, so there is nothing to protect an existing
// install from - and both builders are guarded, so a run that only fills in
// missing clients does not double anything up.
demoBuildInternalDiary($mysqli, $context, $counts);
demoBuildCompanyFinancials($mysqli, $context, $counts);
if (!$context['vault_open'] && $counts['clients']) {
$counts['skipped_credentials'] = 1;
@@ -858,6 +884,25 @@ function demoDataRemove($mysqli) {
}
// The transfer categories are ours - the Categories pack has no equivalent.
// Anything else demoCategoryId had to create was a category this install was
// missing and genuinely needs, so those stay.
foreach (['Expense', 'Income'] as $category_type) {
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT category_id FROM categories WHERE category_name = 'Account Transfer' AND category_type = '$category_type' LIMIT 1"));
$category_id = intval($row['category_id'] ?? 0);
if (!$category_id) {
continue;
}
$in_use = 0;
foreach (['expenses' => 'expense_category_id', 'revenues' => 'revenue_category_id', 'invoices' => 'invoice_category_id', 'quotes' => 'quote_category_id', 'recurring_invoices' => 'recurring_invoice_category_id', 'recurring_expenses' => 'recurring_expense_category_id', 'products' => 'product_category_id', 'budget' => 'budget_category_id'] as $table => $column) {
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(*) AS total FROM $table WHERE $column = $category_id"));
$in_use = $in_use + intval($row['total'] ?? 0);
}
if (!$in_use) {
mysqli_query($mysqli, "DELETE FROM categories WHERE category_id = $category_id");
}
}
// Closure days and budget lines, matched on exactly what we wrote
foreach ([date('Y') - 1, date('Y'), date('Y') + 1] as $year) {
foreach (demoDataHolidays($year) as $holiday) {
@@ -869,7 +914,7 @@ function demoDataRemove($mysqli) {
foreach ([date('Y') - 1, date('Y')] as $year) {
foreach (demoDataBudgets() as $budget) {
$category_id = starterCategoryId($mysqli, $budget[0], 'Expense');
$category_id = demoCategoryId($mysqli, $budget[0], 'Expense');
if (!$category_id) {
continue;
}
@@ -2032,7 +2077,7 @@ function demoBuildTickets($mysqli, $profile, $index, $client_id, $contact_ids, $
$category_ids = [];
$category_id = function ($name) use ($mysqli, &$category_ids) {
if (!array_key_exists($name, $category_ids)) {
$category_ids[$name] = starterCategoryId($mysqli, $name, 'Ticket');
$category_ids[$name] = demoCategoryId($mysqli, $name, 'Ticket');
}
return (string)$category_ids[$name];
};
@@ -2424,10 +2469,10 @@ function demoBuildBilling($mysqli, $profile, $index, $client_id, $vendor_id, $mo
$currency = $context['currency'];
$tax = $context['taxes'][$profile['tax']] ?? null;
$income_category_id = starterCategoryId($mysqli, 'Managed Services', 'Income');
$project_category_id = starterCategoryId($mysqli, 'Projects', 'Income') ?: $income_category_id;
$hardware_category_id = starterCategoryId($mysqli, 'Hardware Sales', 'Income') ?: $income_category_id;
$support_category_id = starterCategoryId($mysqli, 'Support', 'Income') ?: $income_category_id;
$income_category_id = demoCategoryId($mysqli, 'Managed Services', 'Income');
$project_category_id = demoCategoryId($mysqli, 'Projects', 'Income') ?: $income_category_id;
$hardware_category_id = demoCategoryId($mysqli, 'Hardware Sales', 'Income') ?: $income_category_id;
$support_category_id = demoCategoryId($mysqli, 'Support', 'Income') ?: $income_category_id;
$bank_account_id = $context['accounts']['Operating Checking'] ?? 0;
$card_account_id = $context['accounts']['Merchant Settlement'] ?? $bank_account_id;
@@ -2723,7 +2768,7 @@ function demoBuildBilling($mysqli, $profile, $index, $client_id, $vendor_id, $mo
'expense_payment_method' => 'Credit Card',
'expense_vendor_id' => $context['org_vendors'][$expense[3]] ?? 0,
'expense_client_id' => $client_id,
'expense_category_id' => starterCategoryId($mysqli, $expense[2], 'Expense'),
'expense_category_id' => demoCategoryId($mysqli, $expense[2], 'Expense'),
'expense_account_id' => $bank_account_id,
'expense_created_at' => demoMonthDateTime($month, 14, 16, 45),
]);
@@ -2773,6 +2818,17 @@ function demoBuildBilling($mysqli, $profile, $index, $client_id, $vendor_id, $mo
// ------------------------------
function demoBuildCompanyFinancials($mysqli, $context, &$counts) {
// Already built on an earlier run - every company expense carries one of
// our own suppliers, so one of those is enough to tell
$vendor_ids = array_map('intval', $context['org_vendors']);
if ($vendor_ids) {
$vendor_ids = implode(',', $vendor_ids);
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(expense_id) AS total FROM expenses WHERE expense_client_id = 0 AND expense_vendor_id IN ($vendor_ids)"));
if (intval($row['total'] ?? 0)) {
return;
}
}
$currency = $context['currency'];
$vendors = $context['org_vendors'];
$operating_id = $context['accounts']['Operating Checking'] ?? 0;
@@ -2797,6 +2853,16 @@ function demoBuildCompanyFinancials($mysqli, $context, &$counts) {
['Bench stock - spare drives, cables and small parts', 640.00, 'Tools and Test Equipment', 4, 19, 'Ridgeline Technology Distribution'],
['UniFi shelf stock for the workshop', 1150.00, 'Hardware - Cost of Goods', 6, 7, 'Ubiquiti Store'],
['pfSense Plus support subscriptions', 795.00, 'Software', 12, 22, 'Netgate'],
['Office supplies and printing', 145.00, 'Office Supplies', 1, 14, 'Ridgeline Technology Distribution'],
['Team lunch', 96.00, 'Meals', 1, 17, 'Monongahela Property Group'],
['Mobile phones and data for the team', 268.00, 'Telecom and Internet', 1, 8, 'Three Rivers Colocation'],
['Professional body dues and subscriptions', 210.00, 'Dues and Subscriptions', 3, 20, 'Alcott and Reyes CPA'],
['Van servicing and tyres', 480.00, 'Vehicle and Fuel', 6, 13, 'Ridgeline Technology Distribution'],
['Replacement bench laptop and monitors', 1650.00, 'Equipment', 12, 16, 'Ridgeline Technology Distribution'],
['Subcontract cabling work', 1250.00, 'Contractor', 4, 25, 'Ridgeline Technology Distribution'],
['Courier and shipping', 88.00, 'Shipping and Postage', 1, 27, 'Ridgeline Technology Distribution'],
['Quarterly estimated tax payment', 4200.00, 'Taxes', 3, 10, 'Alcott and Reyes CPA'],
['Conference and travel', 1450.00, 'Travel', 12, 18, 'Alcott and Reyes CPA'],
];
// Which purchases put hardware on the shelf, and what they bring in
@@ -2824,7 +2890,7 @@ function demoBuildCompanyFinancials($mysqli, $context, &$counts) {
'expense_payment_method' => $cost[0] === 'Payroll' ? 'ACH' : 'Credit Card',
'expense_vendor_id' => $vendors[$cost[5]] ?? 0,
'expense_client_id' => 0,
'expense_category_id' => starterCategoryId($mysqli, $cost[2], 'Expense'),
'expense_category_id' => demoCategoryId($mysqli, $cost[2], 'Expense'),
'expense_account_id' => $operating_id,
'expense_created_at' => demoMonthDateTime($month, $cost[4], 17, 0),
]);
@@ -2868,7 +2934,7 @@ function demoBuildCompanyFinancials($mysqli, $context, &$counts) {
'expense_payment_method' => 'Cash',
'expense_vendor_id' => $vendors[$item[3]] ?? 0,
'expense_client_id' => 0,
'expense_category_id' => starterCategoryId($mysqli, $item[2], 'Expense'),
'expense_category_id' => demoCategoryId($mysqli, $item[2], 'Expense'),
'expense_account_id' => $context['cash_account_id'],
'expense_created_at' => demoMonthDateTime($month, 23, 18, 10),
]);
@@ -2897,7 +2963,7 @@ function demoBuildCompanyFinancials($mysqli, $context, &$counts) {
'recurring_expense_currency_code' => $currency,
'recurring_expense_vendor_id' => $vendors[$recurring[5]] ?? 0,
'recurring_expense_client_id' => 0,
'recurring_expense_category_id' => starterCategoryId($mysqli, $recurring[2], 'Expense'),
'recurring_expense_category_id' => demoCategoryId($mysqli, $recurring[2], 'Expense'),
'recurring_expense_account_id' => $operating_id,
'recurring_expense_created_at' => demoMonthDateTime(24, $recurring[4], 9, 0),
]);
@@ -2927,7 +2993,7 @@ function demoBuildCompanyFinancials($mysqli, $context, &$counts) {
// The plan the actual spend gets measured against
foreach ([date('Y') - 1, date('Y')] as $year) {
foreach (demoDataBudgets() as $budget) {
$category_id = starterCategoryId($mysqli, $budget[0], 'Expense');
$category_id = demoCategoryId($mysqli, $budget[0], 'Expense');
if (!$category_id) {
continue;
}
@@ -3050,6 +3116,12 @@ function demoBuildInternalDiary($mysqli, $context, &$counts) {
return;
}
// Already built on an earlier run
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(event_id) AS total FROM calendar_events WHERE event_calendar_id = $internal_id AND event_client_id = 0"));
if (intval($row['total'] ?? 0)) {
return;
}
// Weekly and monthly fixtures, running back a quarter and forward a month
// title, calendar, description, weekday offset from Monday, start hour, length in hours, every N weeks
$fixtures = [
@@ -3150,6 +3222,13 @@ function demoBuildInternalDiary($mysqli, $context, &$counts) {
// ------------------------------
function demoTransfer($mysqli, $from_account_id, $to_account_id, $amount, $currency, $method, $notes, $month, $day, &$counts) {
// Both halves are categorised as a transfer. The handler leaves these at
// zero, but a blank category on the expense list looks like missing data -
// and because the same amount lands on the income and the expense side, the
// profit and loss still nets to nothing.
$expense_category_id = demoCategoryId($mysqli, 'Account Transfer', 'Expense');
$revenue_category_id = demoCategoryId($mysqli, 'Account Transfer', 'Income');
$date = demoMonthDate($month, $day);
if (demoIsFuture($date)) {
return;
@@ -3163,7 +3242,7 @@ function demoTransfer($mysqli, $from_account_id, $to_account_id, $amount, $curre
'expense_currency_code' => $currency,
'expense_reference' => $reference,
'expense_vendor_id' => 0,
'expense_category_id' => 0,
'expense_category_id' => $expense_category_id,
'expense_client_id' => 0,
'expense_account_id' => $from_account_id,
'expense_created_at' => $created_at,
@@ -3174,7 +3253,7 @@ function demoTransfer($mysqli, $from_account_id, $to_account_id, $amount, $curre
'revenue_amount' => number_format($amount, 2, '.', ''),
'revenue_currency_code' => $currency,
'revenue_reference' => $reference,
'revenue_category_id' => 0,
'revenue_category_id' => $revenue_category_id,
'revenue_account_id' => $to_account_id,
'revenue_client_id' => 0,
'revenue_created_at' => $created_at,