Add "Reset account" followed by sample data preload (#163)

* Add reset with sample data option on profile settings

* No need for "member" user in preload

* Cleanup/shorten copy

app/controllers/users_controller.rb

@@ -1,6 +1,6 @@
 class UsersController < ApplicationController
   before_action :set_user
-  before_action :ensure_admin, only: :reset
+  before_action :ensure_admin, only: %i[reset reset_with_sample_data]
 
   def update
     @user = Current.user
@@ -40,6 +40,11 @@ class UsersController < ApplicationController
     redirect_to settings_profile_path, notice: t(".success")
   end
 
+  def reset_with_sample_data
+    FamilyResetJob.perform_later(Current.family, load_sample_data_for_email: @user.email)
+    redirect_to settings_profile_path, notice: t(".success")
+  end
+
   def destroy
     if @user.deactivate
       Current.session.destroy

app/jobs/family_reset_job.rb

@@ -1,7 +1,7 @@
 class FamilyResetJob < ApplicationJob
   queue_as :low_priority
 
-  def perform(family)
+  def perform(family, load_sample_data_for_email: nil)
     # Delete all family data except users
     ActiveRecord::Base.transaction do
       # Delete accounts and related data
@@ -12,7 +12,11 @@ class FamilyResetJob < ApplicationJob
       family.plaid_items.destroy_all
       family.imports.destroy_all
       family.budgets.destroy_all
+    end
 
+    if load_sample_data_for_email.present?
+      Demo::Generator.new.generate_new_user_data_for!(family.reload, email: load_sample_data_for_email)
+    else
       family.sync_later
     end
   end

app/models/demo/generator.rb

@@ -1,3 +1,5 @@
+require "securerandom"
+
 class Demo::Generator
   # @param seed [Integer, String, nil] Seed value used to initialise the internal PRNG. If nil, the ENV variable DEMO_DATA_SEED will
   #   be honoured and default to a random seed when not present.
@@ -59,6 +61,25 @@ class Demo::Generator
     end
   end
 
+  def generate_new_user_data_for!(family, email:)
+    with_timing(__method__, max_seconds: 1000) do
+      family = family.reload
+      admin_user = ensure_admin_user!(family, email)
+
+      puts "📊 Creating sample financial data for #{family.name}..."
+      ActiveRecord::Base.transaction do
+        create_realistic_categories!(family)
+        create_realistic_accounts!(family)
+        create_realistic_transactions!(family)
+        generate_budget_auto_fill!(family)
+      end
+
+      family.sync_later
+
+      puts "✅ Sample data loaded successfully!"
+    end
+  end
+
   # Generate comprehensive realistic demo data with multi-currency
   def generate_default_data!(skip_clear: false, email: "user@example.com")
     if skip_clear
@@ -118,6 +139,17 @@ class Demo::Generator
       Demo::DataCleaner.new.destroy_everything!
     end
 
+    def ensure_admin_user!(family, email)
+      user = family.users.find_by(email: email)
+      return user if user&.admin? || user&.super_admin?
+
+      raise ActiveRecord::RecordNotFound, "No admin user with email #{email} found in family ##{family.id}"
+    end
+
+    def partner_email_for(email)
+      "partner_#{email}"
+    end
+
     def create_family_and_users!(family_name, email, onboarded:, subscribed:)
       family = Family.create!(
         name: family_name,

app/views/settings/profiles/show.html.erb

@@ -137,9 +137,30 @@
           href: reset_user_path(@user),
           method: :delete,
           confirm: CustomConfirm.new(
-            title: "Reset account?",
-            body: "This will delete all data associated with your account. Your user profile will remain active.",
-            btn_text: "Reset account",
+            title: t(".confirm_reset.title"),
+            body: t(".confirm_reset.body"),
+            btn_text: t(".reset_account"),
+            destructive: true,
+            high_severity: true
+          )
+        ) %>
+      </div>
+
+      <div class="flex flex-col md:flex-row md:items-center md:justify-between gap-4">
+        <div class="w-full md:w-2/3">
+          <h3 class="font-medium text-primary"><%= t(".reset_account_with_sample_data") %></h3>
+          <p class="text-secondary text-sm"><%= t(".reset_account_with_sample_data_warning") %></p>
+        </div>
+
+        <%= render DS::Button.new(
+          text: t(".reset_account_with_sample_data"),
+          variant: "destructive",
+          href: reset_with_sample_data_user_path(@user),
+          method: :delete,
+          confirm: CustomConfirm.new(
+            title: t(".confirm_reset_with_sample_data.title"),
+            body: t(".confirm_reset_with_sample_data.body"),
+            btn_text: t(".reset_account_with_sample_data"),
             destructive: true,
             high_severity: true
           )

config/locales/views/settings/en.yml

@@ -51,6 +51,9 @@ en:
         confirm_reset:
           body: Are you sure you want to reset your account? This will delete all your accounts, categories, merchants, tags, and other data. This action cannot be undone.
           title: Reset account?
+        confirm_reset_with_sample_data:
+          body: Are you sure you want to reset your account and load sample data? This will delete your existing data and replace it with demo data so you can explore Sure safely.
+          title: Reset account and load sample data?
         confirm_remove_invitation:
           body: Are you sure you want to remove the invitation for %{email}?
           title: Remove Invitation
@@ -63,6 +66,8 @@ en:
           your data and cannot be undone.
         reset_account: Reset account
         reset_account_warning: Resetting your account will delete all your accounts, categories, merchants, tags, and other data, but keep your user account intact.
+        reset_account_with_sample_data: Reset and preload
+        reset_account_with_sample_data_warning: Delete all your existing data and then load fresh sample data so you can explore with a pre-filled environment.
         email: Email
         first_name: First Name
         household_form_input_placeholder: Enter household name

config/locales/views/settings/nb.yml

@@ -35,6 +35,9 @@ nb:
         confirm_reset:
           body: Er du sikker på at du vil tilbakestille kontoen din? Dette vil slette alle kontoene dine, kategorier, forhandlere, tagger og andre data. Denne handlingen kan ikke angres.
           title: Tilbakestill konto?
+        confirm_reset_with_sample_data:
+          body: Are you sure you want to reset your account and load sample data? This will delete your existing data and replace it with demo data so you can explore Sure safely.
+          title: Reset account and load sample data?
         confirm_remove_invitation:
           body: Er du sikker på at du vil fjerne invitasjonen for %{email}?
           title: Fjern invitasjon
@@ -47,6 +50,8 @@ nb:
           dataene dine og kan ikke angres.
         reset_account: Tilbakestill konto
         reset_account_warning: Tilbakestilling av kontoen din vil slette alle kontoene dine, kategorier, forhandlere, tagger og andre data, men beholde brukerkontoen din intakt.
+        reset_account_with_sample_data: Reset account and load sample data
+        reset_account_with_sample_data_warning: Resetting your account will delete all your existing data and then load fresh sample data so you can explore Sure with a pre-filled environment.
         email: E-post
         first_name: Fornavn
         household_form_input_placeholder: Angi husholdningsnavn

config/locales/views/settings/tr.yml

@@ -35,6 +35,9 @@ tr:
         confirm_reset:
           body: Hesabınızı sıfırlamak istediğinizden emin misiniz? Bu işlem tüm hesaplarınızı, kategorilerinizi, satıcılarınızı, etiketlerinizi ve diğer verilerinizi silecektir. Bu işlem geri alınamaz.
           title: Hesap sıfırlansın mı?
+        confirm_reset_with_sample_data:
+          body: Are you sure you want to reset your account and load sample data? This will delete your existing data and replace it with demo data so you can explore Sure safely.
+          title: Reset account and load sample data?
         confirm_remove_invitation:
           body: "%{email} için daveti kaldırmak istediğinizden emin misiniz?"
           title: "Daveti Kaldır"
@@ -46,6 +49,8 @@ tr:
         delete_account_warning: Hesabınızı silmek tüm verilerinizi kalıcı olarak kaldırır ve geri alınamaz.
         reset_account: Hesabı sıfırla
         reset_account_warning: Hesabınızı sıfırlamak tüm hesaplarınızı, kategorilerinizi, satıcılarınızı, etiketlerinizi ve diğer verilerinizi silecek, ancak kullanıcı hesabınızı koruyacaktır.
+        reset_account_with_sample_data: Reset account and load sample data
+        reset_account_with_sample_data_warning: Resetting your account will delete all your existing data and then load fresh sample data so you can explore Sure with a pre-filled environment.
         email: E-posta
         first_name: Ad
         household_form_input_placeholder: Hane adı girin

config/locales/views/users/en.yml

@@ -11,3 +11,5 @@ en:
     reset:
       success: Your account has been reset. Data will be deleted in the background in some time.
       unauthorized: You are not authorized to perform this action
+    reset_with_sample_data:
+      success: Your account has been reset and sample data is being prepared. You’ll see demo data shortly.

config/locales/views/users/nb.yml

@@ -7,6 +7,9 @@ nb:
       email_change_failed: Kunne ikke endre e-postadresse.
       email_change_initiated: Vennligst sjekk din nye e-postadresse for bekreftelsesinstruksjoner.
       success: Profilen din har blitt oppdatert.
-    reset:
-      success: Kontoen din har blitt tilbakestilt. Data vil bli slettet i bakgrunnen om en stund.
-      unauthorized: Du er ikke autorisert til å utføre denne handlingen.
+    reset:
+      success: Kontoen din har blitt tilbakestilt. Data vil bli slettet i bakgrunnen om en stund.
+      unauthorized: Du er ikke autorisert til å utføre denne handlingen.
+    reset_with_sample_data:
+      success: Kontoen din har blitt tilbakestilt og demodata forberedes. Du vil snart se eksempeldata.
+

config/locales/views/users/tr.yml

@@ -9,4 +9,7 @@ tr:
       success: Profiliniz güncellendi.
     reset:
       success: Hesabınız sıfırlandı. Verileriniz arka planda bir süre sonra silinecek.
-      unauthorized: Bu işlemi gerçekleştirmeye yetkiniz yok.
+      unauthorized: Bu işlemi gerçekleştirmeye yetkiniz yok.
+    reset_with_sample_data:
+      success: Hesabınız sıfırlandı ve örnek veriler hazırlanıyor. Kısa süre içinde demo verileri göreceksiniz.
+

config/routes.rb

@@ -43,6 +43,7 @@ Rails.application.routes.draw do
 
   resources :users, only: %i[update destroy] do
     delete :reset, on: :member
+    delete :reset_with_sample_data, on: :member
     patch :rule_prompt_settings, on: :member
   end
 

test/controllers/users_controller_test.rb

@@ -40,7 +40,9 @@ class UsersControllerTest < ActionDispatch::IntegrationTest
     budget = budgets(:one)
     plaid_item = plaid_items(:one)
 
-    Provider::Plaid.any_instance.expects(:remove_item).with(plaid_item.access_token).once
+    provider = mock
+    provider.expects(:remove_item).with(plaid_item.access_token).once
+    PlaidItem.any_instance.stubs(:plaid_provider).returns(provider)
 
     perform_enqueued_jobs(only: FamilyResetJob) do
       delete reset_user_url(@user)
@@ -58,6 +60,36 @@ class UsersControllerTest < ActionDispatch::IntegrationTest
     assert_not PlaidItem.exists?(plaid_item.id)
   end
 
+  test "admin can reset family data and load sample data" do
+    account = accounts(:investment)
+    category = categories(:income)
+    tag = tags(:one)
+    merchant = merchants(:netflix)
+    import = imports(:transaction)
+    budget = budgets(:one)
+    plaid_item = plaid_items(:one)
+
+    provider = mock
+    provider.expects(:remove_item).with(plaid_item.access_token).once
+    PlaidItem.any_instance.stubs(:plaid_provider).returns(provider)
+    Demo::Generator.any_instance.expects(:generate_new_user_data_for!).with(@user.family, email: @user.email)
+
+    perform_enqueued_jobs(only: FamilyResetJob) do
+      delete reset_with_sample_data_user_url(@user)
+    end
+
+    assert_redirected_to settings_profile_url
+    assert_equal I18n.t("users.reset_with_sample_data.success"), flash[:notice]
+
+    assert_not Account.exists?(account.id)
+    assert_not Category.exists?(category.id)
+    assert_not Tag.exists?(tag.id)
+    assert_not Merchant.exists?(merchant.id)
+    assert_not Import.exists?(import.id)
+    assert_not Budget.exists?(budget.id)
+    assert_not PlaidItem.exists?(plaid_item.id)
+  end
+
   test "non-admin cannot reset family data" do
     sign_in @member = users(:family_member)
 
@@ -68,6 +100,16 @@ class UsersControllerTest < ActionDispatch::IntegrationTest
     assert_no_enqueued_jobs only: FamilyResetJob
   end
 
+  test "non-admin cannot reset family data with sample data" do
+    sign_in @member = users(:family_member)
+
+    delete reset_with_sample_data_user_url(@member)
+
+    assert_redirected_to settings_profile_url
+    assert_equal I18n.t("users.reset.unauthorized"), flash[:alert]
+    assert_no_enqueued_jobs only: FamilyResetJob
+  end
+
   test "member can deactivate their account" do
     sign_in @member = users(:family_member)
     delete user_url(@member)