Loading Data
After setting up the Maybern stack, you’ll need sample data to explore the application. This guide covers the different ways to load fund data.Reset Database and Load Fixtures
The quickest way to get started is to reset the database and load the default fixtures:- Drop and recreate the database
- Run all migrations
- Generate API client stubs for the AI server
- Load fixture data with sample customers, users, and configuration
Load a Fund from Shadow
Shadow is the data ingestion tool for loading fund data from Excel templates. To load a sample fund:1
Ensure backend services are running
Make sure your Django server and Celery workers are running (see Running the Stack).
2
Navigate to shadow directory
3
Execute a data run
Load the sample MRC fund:
The
customer-name parameter creates or uses an existing customer in the system. The data from the Excel file will be loaded under this customer.Load from Event Templates
For more control over what data is loaded, you can use event templates:1
Access the internal tools
Navigate to the internal integration testing page in the UI (requires internal user permissions).
2
Select a template
Choose from available event templates that contain pre-configured fund setups.
3
Load the template
Click “Load Template” to import all events and data into a new or existing customer.
Download Templates from Sandbox
You can download eventing templates from the sandbox environment for local testing:1
Log in to sandbox
Access the Maybern sandbox environment at
https://app.maybern.internal.2
Export a customer
Navigate to the customer you want to export and use the export functionality to download the event template.
3
Import locally
Use the event import feature to load the template into your local environment.
Integration Testing Data
For development that requires specific test scenarios, use the integration testing configurations:maybern/integration_testing_ci_config.json with specific feature flags enabled for testing.
Verify Data Loaded Successfully
After loading data, verify everything is working:- Navigate to your frontend (e.g.,
https://app.maybern.test:3000) - Log in with your test credentials
- Select a customer from the customer selector
- You should see fund families, investors, and other data in the dashboard
If you can see fund data in the UI, your data load was successful!
Common Data Loading Commands
| Command | Description |
|---|---|
just reset-db | Reset database and load fixtures |
just migrate | Run pending migrations |
just intg load-customers | Load integration test customers |
./manage.py execute_data_run | Load data from Shadow Excel file |