Docker/Maybe
Docker/Maybe
1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-08-07 14:35:23 +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

2
app/views/account/transactions/_transaction.html.erb
View file

@ -24,7 +24,7 @@
<% if entry.new_record? %>
<%= content_tag :p, entry.display_name %>
<% else %>
<%= link_to entry.display_name,
<%= link_to entry.account_transaction.transfer? ? entry.account_transaction.transfer.name : entry.display_name,
entry.account_transaction.transfer? ? transfer_path(entry.account_transaction.transfer) : account_entry_path(entry),
data: { turbo_frame: "drawer", turbo_prefetch: false },
class: "hover:underline hover:text-gray-800" %>

6
app/views/account/transactions/_transaction_category.html.erb
View file

@ -1,9 +1,9 @@
<%# locals: (entry:) %>
<div id="<%= dom_id(entry, "category_menu") %>">
<% if entry.account_transaction.transfer? %>
<%= render "categories/badge", category: entry.account_transaction.transfer.payment? ? payment_category : transfer_category %>
<% else %>
<% if entry.account_transaction.transfer&.categorizable? || entry.account_transaction.transfer.nil? %>
<%= render "categories/menu", transaction: entry.account_transaction %>
<% else %>
<%= render "categories/badge", category: entry.account_transaction.transfer&.payment? ? payment_category : transfer_category %>
<% end %>
</div>

2
app/views/account/valuations/_valuation.html.erb
View file

@ -13,7 +13,7 @@
<div class="flex items-center gap-3">
<%= tag.div class: "w-6 h-6 rounded-full p-1.5 flex items-center justify-center", style: mixed_hex_styles(color) do %>
<%= lucide_icon icon, class: "w-4 h-4" %>
<%= lucide_icon icon, class: "w-4 h-4 shrink-0" %>
<% end %>
<div class="truncate text-gray-900">