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
           )