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Code Issues Releases Activity Actions 1

Budgeting V1 (#1609)

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* Budgeting V1

* Basic UI template

* Fully scaffolded budgeting v1

* Basic working budget

* Finalize donut chart for budgets

* Allow categorization of loan payments for budget

* Include loan payments in incomes_and_expenses scope

* Add budget allocations progress

* Empty states

* Clean up budget methods

* Category aggregation queries

* Handle overage scenarios in form

* Finalize budget donut chart controller

* Passing tests

* Fix allocation naming

* Add income category migration

* Native support for uncategorized budget category

* Formatting

* Fix subcategory sort order, padding

* Fix calculation for category rollups in budget
This commit is contained in:
Zach Gollwitzer 2025-01-16 14:36:37 -05:00 • committed by GitHub
parent 413ec6cbed
commit 195ec85d96
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61 changed files with 2044 additions and 140 deletions
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12
app/controllers/categories_controller.rb
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@ -19,9 +19,15 @@ class CategoriesController < ApplicationController
if @category.save
@transaction.update(category_id: @category.id) if @transaction
redirect_back_or_to categories_path, notice: t(".success")
flash[:notice] = t(".success")
redirect_target_url = request.referer || categories_path
respond_to do |format|
format.html { redirect_back_or_to categories_path, notice: t(".success") }
format.turbo_stream { render turbo_stream: turbo_stream.action(:redirect, redirect_target_url) }
end
else
@categories = Current.family.categories.alphabetically.where(parent_id: nil)
@categories = Current.family.categories.alphabetically.where(parent_id: nil).where.not(id: @category.id)
render :new, status: :unprocessable_entity
end
end
@ -60,6 +66,6 @@ class CategoriesController < ApplicationController
end
def category_params
params.require(:category).permit(:name, :color, :parent_id)
params.require(:category).permit(:name, :color, :parent_id, :classification, :lucide_icon)
end
end