Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-02 20:15:22 +02:00
Code Issues Releases Activity Actions

Budgeting V1 (#1609)

Browse source 
* 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
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
61 changed files with 2044 additions and 140 deletions
Download patch file Download diff file Expand all files Collapse all files

32
app/models/demo/generator.rb
View file

@ -87,18 +87,12 @@ class Demo::Generator
end
def create_categories!
categories = [ "Income", "Food & Drink", "Entertainment", "Travel",
"Personal Care", "General Services", "Auto & Transport",
"Rent & Utilities", "Home Improvement", "Shopping" ]
categories.each do |category|
family.categories.create!(name: category, color: COLORS.sample)
end
family.categories.bootstrap_defaults
food = family.categories.find_by(name: "Food & Drink")
family.categories.create!(name: "Restaurants", parent: food)
family.categories.create!(name: "Groceries", parent: food)
family.categories.create!(name: "Alcohol & Bars", parent: food)
family.categories.create!(name: "Restaurants", parent: food, color: COLORS.sample, classification: "expense")
family.categories.create!(name: "Groceries", parent: food, color: COLORS.sample, classification: "expense")
family.categories.create!(name: "Alcohol & Bars", parent: food, color: COLORS.sample, classification: "expense")
end
def create_merchants!
@ -362,17 +356,17 @@ class Demo::Generator
"McDonald's" => "Food & Drink",
"Target" => "Shopping",
"Costco" => "Food & Drink",
"Home Depot" => "Home Improvement",
"Shell" => "Auto & Transport",
"Home Depot" => "Housing",
"Shell" => "Transportation",
"Whole Foods" => "Food & Drink",
"Walgreens" => "Personal Care",
"Walgreens" => "Healthcare",
"Nike" => "Shopping",
"Uber" => "Auto & Transport",
"Netflix" => "Entertainment",
"Spotify" => "Entertainment",
"Delta Airlines" => "Travel",
"Airbnb" => "Travel",
"Sephora" => "Personal Care"
"Uber" => "Transportation",
"Netflix" => "Subscriptions",
"Spotify" => "Subscriptions",
"Delta Airlines" => "Transportation",
"Airbnb" => "Housing",
"Sephora" => "Shopping"
}
categories.find { |c| c.name == mapping[merchant.name] }