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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
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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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18
app/helpers/categories_helper.rb
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@ -1,20 +1,16 @@
module CategoriesHelper
def null_category
Category.new \
name: "Uncategorized",
color: Category::UNCATEGORIZED_COLOR
end
def transfer_category
Category.new \
name: "⇄ Transfer",
color: Category::TRANSFER_COLOR
name: "Transfer",
color: Category::TRANSFER_COLOR,
lucide_icon: "arrow-right-left"
end
def payment_category
Category.new \
name: "→ Payment",
color: Category::PAYMENT_COLOR
name: "Payment",
color: Category::PAYMENT_COLOR,
lucide_icon: "arrow-right"
end
def trade_category
@ -24,6 +20,6 @@ module CategoriesHelper
end
def family_categories
[ null_category ].concat(Current.family.categories.alphabetically)
[ Category.uncategorized ].concat(Current.family.categories.alphabetically)
end
end