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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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7
app/models/account/data_enricher.rb
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@ -18,7 +18,6 @@ class Account::DataEnricher
Rails.logger.info("Enriching #{candidates.count} transactions for account #{account.id}")
merchants = {}
categories = {}
candidates.each do |entry|
if entry.enriched_at.nil? || entry.entryable.merchant_id.nil? || entry.entryable.category_id.nil?
@ -37,17 +36,11 @@ class Account::DataEnricher
end
end
if info.category.present?
category = categories[info.category] ||= account.family.categories.find_or_create_by(name: info.category)
end
entryable_attributes = { id: entry.entryable_id }
entryable_attributes[:merchant_id] = merchant.id if merchant.present? && entry.entryable.merchant_id.nil?
entryable_attributes[:category_id] = category.id if category.present? && entry.entryable.category_id.nil?
Account.transaction do
merchant.save! if merchant.present?
category.save! if category.present?
entry.update!(
enriched_at: Time.current,
enriched_name: info.name,