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Budgeting V1 (#1609)
* 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
GitHub
parent
413ec6cbed
commit
195ec85d96
61 changed files with 2044 additions and 140 deletions
62
app/views/budgets/_actuals_summary.html.erb
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62
app/views/budgets/_actuals_summary.html.erb
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<%# locals: (budget:) %>
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<div>
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<div class="p-4 border-b border-gray-100">
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<h3 class="text-sm text-gray-500 mb-2">Income</h3>
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<% income_totals = budget.income_categories_with_totals %>
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<% income_categories = income_totals.category_totals.reject { |ct| ct.amount_money.zero? }.sort_by { |ct| ct.percentage }.reverse %>
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<span class="inline-block mb-2 text-xl font-medium text-gray-900">
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<%= format_money(income_totals.total_money) %>
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</span>
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<% if income_categories.any? %>
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<div>
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<div class="flex h-1.5 mb-3 gap-1">
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<% income_categories.each do |item| %>
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<div class="h-full rounded-xs" style="background-color: <%= item.category.color %>; width: <%= item.percentage %>%"></div>
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<% end %>
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</div>
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<div class="flex flex-wrap gap-x-2.5 gap-y-1 text-xs">
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<% income_categories.each do |item| %>
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<div class="flex items-center gap-1.5">
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<div class="w-2.5 h-2.5 rounded-full flex-shrink-0" style="background-color: <%= item.category.color %>"></div>
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<span class="text-gray-500"><%= item.category.name %></span>
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<span class="text-gray-900"><%= number_to_percentage(item.percentage, precision: 0) %></span>
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</div>
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<% end %>
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</div>
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</div>
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<% end %>
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</div>
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<div class="p-4">
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<h3 class="text-sm text-gray-500 mb-2">Expenses</h3>
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<% expense_totals = budget.expense_categories_with_totals %>
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<% expense_categories = expense_totals.category_totals.reject { |ct| ct.amount_money.zero? || ct.category.subcategory? }.sort_by { |ct| ct.percentage }.reverse %>
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<span class="inline-block mb-2 text-xl font-medium text-gray-900"><%= format_money(expense_totals.total_money) %></span>
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<% if expense_categories.any? %>
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<div>
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<div class="flex h-1.5 mb-3 gap-1">
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<% expense_categories.each do |item| %>
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<div class="h-full rounded-xs" style="background-color: <%= item.category.color %>; width: <%= item.percentage %>%"></div>
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<% end %>
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</div>
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<div class="flex flex-wrap gap-x-2.5 gap-y-1 text-xs">
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<% expense_categories.each do |item| %>
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<div class="flex items-center gap-1.5">
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<div class="w-2.5 h-2.5 rounded-full flex-shrink-0" style="background-color: <%= item.category.color %>"></div>
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<span class="text-gray-500"><%= item.category.name %></span>
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<span class="text-gray-900"><%= number_to_percentage(item.percentage, precision: 0) %></span>
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</div>
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<% end %>
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</div>
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</div>
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<% end %>
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</div>
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</div>
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45
app/views/budgets/_budget_categories.html.erb
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45
app/views/budgets/_budget_categories.html.erb
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@ -0,0 +1,45 @@
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<%# locals: (budget:) %>
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<div>
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<div class="flex items-center gap-1.5 px-4 py-2 text-xs font-medium text-gray-500 uppercase">
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<p>Categories</p>
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<span class="text-gray-400">·</span>
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<p><%= budget.budget_categories.count %></p>
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<p class="ml-auto">Amount</p>
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</div>
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<div class="bg-white py-1 shadow-xs border border-gray-100 rounded-md">
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<% if budget.family.categories.expenses.empty? %>
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<div class="py-8">
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<%= render "budget_categories/no_categories" %>
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</div>
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<% else %>
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<% category_groups = BudgetCategory::Group.for(budget.budget_categories) %>
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<% category_groups.each_with_index do |group, index| %>
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<div>
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<%= render "budget_categories/budget_category", budget_category: group.budget_category %>
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<div>
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<% group.budget_subcategories.each do |budget_subcategory| %>
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<div class="w-full flex items-center -mt-4">
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<div class="ml-8 flex items-center justify-center text-gray-400">
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<%= lucide_icon "corner-down-right", class: "w-5 h-5 shrink-0" %>
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</div>
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<%= render "budget_categories/budget_category", budget_category: budget_subcategory %>
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</div>
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<% end %>
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</div>
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</div>
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<div class="px-4">
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<div class="h-px w-full bg-alpha-black-50"></div>
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</div>
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<% end %>
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<%= render "budget_categories/budget_category", budget_category: budget.uncategorized_budget_category %>
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<% end %>
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</div>
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</div>
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61
app/views/budgets/_budget_donut.html.erb
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61
app/views/budgets/_budget_donut.html.erb
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<%= tag.div data: { controller: "donut-chart", donut_chart_segments_value: budget.to_donut_segments_json }, class: "relative h-full" do %>
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<div data-donut-chart-target="chartContainer" class="absolute inset-0 pointer-events-none"></div>
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<div data-donut-chart-target="contentContainer" class="flex justify-center items-center h-full">
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<div data-donut-chart-target="defaultContent" class="flex flex-col items-center">
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<% if budget.initialized? %>
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<div class="text-gray-600 text-sm mb-2">
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<span>Spent</span>
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</div>
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<div class="text-3xl font-medium <%= budget.available_to_spend.negative? ? "text-red-500" : "text-gray-900" %>">
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<%= format_money(budget.actual_spending) %>
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</div>
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<%= link_to edit_budget_path(budget), class: "btn btn--secondary flex items-center gap-1 mt-2" do %>
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<span class="text-gray-900 font-medium">
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of <%= format_money(budget.budgeted_spending_money) %>
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</span>
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<%= lucide_icon "pencil", class: "w-4 h-4 text-gray-500 hover:text-gray-600" %>
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<% end %>
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<% else %>
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<div class="text-gray-400 text-3xl mb-2">
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<span><%= format_money Money.new(0, budget.currency || budget.family.currency) %></span>
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</div>
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<%= link_to edit_budget_path(budget), class: "flex items-center gap-2 btn btn--primary" do %>
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<%= lucide_icon "plus", class: "w-4 h-4 text-white" %>
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New budget
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<% end %>
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<% end %>
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</div>
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<% budget.budget_categories.each do |bc| %>
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<div id="segment_<%= bc.id %>" class="hidden">
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<div class="flex flex-col gap-2 items-center">
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<div class="flex items-center gap-3">
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<div class="w-1 h-3 rounded-xl" style="background-color: <%= bc.category.color %>"></div>
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<p class="text-sm text-gray-500"><%= bc.category.name %></p>
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</div>
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<p class="text-3xl font-medium <%= bc.available_to_spend.negative? ? "text-red-500" : "text-gray-900" %>">
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<%= format_money(bc.actual_spending_money) %>
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</p>
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<%= link_to budget_budget_categories_path(budget), class: "btn btn--secondary flex items-center gap-1" do %>
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<span>of <%= format_money(bc.budgeted_spending_money, precision: 0) %></span>
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<%= lucide_icon "pencil", class: "w-4 h-4 text-gray-500 shrink-0" %>
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<% end %>
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</div>
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</div>
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<% end %>
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<div id="segment_unused" class="hidden">
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<p class="text-sm text-gray-500 text-center mb-2">Unused</p>
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<p class="text-3xl font-medium text-gray-900">
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<%= format_money(budget.available_to_spend_money) %>
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</p>
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</div>
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</div>
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<% end %>
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40
app/views/budgets/_budget_header.html.erb
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40
app/views/budgets/_budget_header.html.erb
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<%# locals: (budget:, previous_budget:, next_budget:, latest_budget:) %>
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<div class="flex items-center gap-1 mb-4">
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<div class="flex items-center gap-2">
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<% if @previous_budget %>
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<%= link_to budget_path(@previous_budget) do %>
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<%= lucide_icon "chevron-left" %>
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<% end %>
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<% else %>
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<%= lucide_icon "chevron-left", class: "text-gray-400" %>
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<% end %>
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<% if @next_budget %>
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<%= link_to budget_path(@next_budget) do %>
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<%= lucide_icon "chevron-right" %>
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<% end %>
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<% else %>
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<%= lucide_icon "chevron-right", class: "text-gray-400" %>
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<% end %>
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</div>
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<div data-controller="menu" data-menu-placement-value="bottom-start">
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<%= tag.button data: { menu_target: "button" }, class: "flex items-center gap-1 hover:bg-gray-50 rounded-md p-2" do %>
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<span class="text-gray-900 font-medium"><%= @budget.name %></span>
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<%= lucide_icon "chevron-down", class: "w-5 h-5 shrink-0 text-gray-500" %>
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<% end %>
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<div data-menu-target="content" class="hidden z-10">
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<%= render "budgets/picker", family: Current.family, year: Date.current.year %>
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</div>
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</div>
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<div class="ml-auto">
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<% if @budget.current? %>
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<span class="border border-alpha-black-200 text-gray-900 text-sm font-medium px-3 py-2 rounded-lg">Today</span>
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<% else %>
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<%= link_to "Today", budget_path(@latest_budget), class: "btn btn--outline" %>
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<% end %>
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</div>
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</div>
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37
app/views/budgets/_budget_nav.html.erb
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37
app/views/budgets/_budget_nav.html.erb
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<%# locals: (budget:) %>
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<% steps = [
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{ name: "Setup", path: edit_budget_path(budget), is_complete: budget.initialized?, step_number: 1 },
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{ name: "Categories", path: budget_budget_categories_path(budget), is_complete: budget.allocations_valid?, step_number: 2 },
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] %>
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<ul class="flex items-center gap-2">
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<% steps.each_with_index do |step, idx| %>
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<li class="flex items-center gap-2 group">
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<% is_current = request.path == step[:path] %>
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<% text_class = if is_current
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"text-gray-900"
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else
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step[:is_complete] ? "text-green-600" : "text-gray-500"
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end %>
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<% step_class = if is_current
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"bg-gray-900 text-white"
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else
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step[:is_complete] ? "bg-green-600/10 border-alpha-black-25" : "bg-gray-50"
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end %>
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<%= link_to step[:path], class: "flex items-center gap-3" do %>
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<div class="flex items-center gap-2 text-sm font-medium <%= text_class %>">
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<span class="<%= step_class %> w-7 h-7 rounded-full shrink-0 inline-flex items-center justify-center border border-transparent">
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<%= step[:is_complete] && !is_current ? lucide_icon("check", class: "w-4 h-4") : idx + 1 %>
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</span>
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<span><%= step[:name] %></span>
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</div>
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<% end %>
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<div class="h-px bg-alpha-black-200 w-12 group-last:hidden"></div>
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</li>
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<% end %>
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</ul>
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63
app/views/budgets/_budgeted_summary.html.erb
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63
app/views/budgets/_budgeted_summary.html.erb
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<%# locals: (budget:) %>
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<div>
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<div class="p-4 border-b border-gray-100">
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<h3 class="text-sm text-gray-500 mb-2">Expected income</h3>
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<span class="inline-block mb-2 text-xl font-medium text-gray-900">
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<%= format_money(budget.expected_income_money) %>
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</span>
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<div>
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<div class="flex h-1.5 mb-3 gap-1">
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<% if budget.remaining_expected_income.negative? %>
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<div class="rounded-md h-1.5 bg-green-500" style="width: <%= 100 - budget.surplus_percent %>%"></div>
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<div class="rounded-md h-1.5 bg-green-500" style="width: <%= budget.surplus_percent %>%"></div>
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<% else %>
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<div class="rounded-md h-1.5 bg-green-500" style="width: <%= budget.actual_income_percent %>%"></div>
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<div class="rounded-md h-1.5 bg-gray-100" style="width: <%= 100 - budget.actual_income_percent %>%"></div>
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<% end %>
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</div>
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<div class="flex justify-between text-sm">
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<p class="text-gray-500"><%= format_money(budget.actual_income_money) %> earned</p>
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<p class="font-medium">
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<% if budget.remaining_expected_income.negative? %>
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<span class="text-green-500"><%= format_money(budget.remaining_expected_income.abs) %> over</span>
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<% else %>
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<span class="text-gray-900"><%= format_money(budget.remaining_expected_income) %> left</span>
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<% end %>
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</p>
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</div>
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</div>
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</div>
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<div class="p-4">
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<h3 class="text-sm text-gray-500 mb-2">Budgeted</h3>
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<span class="inline-block mb-2 text-xl font-medium text-gray-900">
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<%= format_money(budget.budgeted_spending_money) %>
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</span>
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<div>
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<div class="flex h-1.5 mb-3 gap-1">
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<% if budget.available_to_spend.negative? %>
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<div class="rounded-md h-1.5 bg-gray-900" style="width: <%= 100 - budget.overage_percent %>%"></div>
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<div class="rounded-md h-1.5 bg-red-500" style="width: <%= budget.overage_percent %>%"></div>
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<% else %>
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<div class="rounded-md h-1.5 bg-gray-900" style="width: <%= budget.percent_of_budget_spent %>%"></div>
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<div class="rounded-md h-1.5 bg-gray-100" style="width: <%= 100 - budget.percent_of_budget_spent %>%"></div>
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<% end %>
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</div>
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<div class="flex justify-between text-sm">
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<p class="text-gray-500"><%= format_money(budget.actual_spending_money) %> spent</p>
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<p class="font-medium">
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<% if budget.available_to_spend.negative? %>
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<span class="text-red-500"><%= format_money(budget.available_to_spend_money.abs) %> over</span>
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<% else %>
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<span class="text-gray-900"><%= format_money(budget.available_to_spend_money) %> left</span>
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<% end %>
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</p>
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</div>
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</div>
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</div>
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</div>
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13
app/views/budgets/_over_allocation_warning.html.erb
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13
app/views/budgets/_over_allocation_warning.html.erb
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<%# locals: (budget:) %>
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<div class="flex flex-col gap-4 items-center justify-center h-full">
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<%= lucide_icon "alert-triangle", class: "w-6 h-6 text-red-500" %>
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<p class="text-gray-500 text-sm text-center">You have over-allocated your budget. Please fix your allocations.</p>
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<%= link_to budget_budget_categories_path(budget), class: "btn btn--secondary flex items-center gap-1" do %>
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<span class="text-gray-900 font-medium">
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Fix allocations
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</span>
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<%= lucide_icon "pencil", class: "w-4 h-4 text-gray-500 hover:text-gray-600" %>
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<% end %>
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</div>
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49
app/views/budgets/_picker.html.erb
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49
app/views/budgets/_picker.html.erb
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<%# locals: (family:, year:) %>
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<%= turbo_frame_tag "budget_picker" do %>
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<div class="bg-white shadow-md border border-alpha-black-25 p-3 rounded-xl space-y-4">
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<div class="flex items-center gap-2 justify-between">
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<% if year > family.oldest_entry_date.year %>
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<%= link_to picker_budgets_path(year: year - 1), data: { turbo_frame: "budget_picker" }, class: "p-2 flex items-center justify-center hover:bg-alpha-black-25 rounded-md" do %>
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<%= lucide_icon "chevron-left", class: "w-5 h-5 shrink-0 text-gray-500" %>
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<% end %>
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<% else %>
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<span class="p-2 flex items-center justify-center text-gray-300 rounded-md">
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<%= lucide_icon "chevron-left", class: "w-5 h-5 shrink-0 text-gray-400" %>
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</span>
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<% end %>
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<span class="w-40 text-center px-3 py-2 border border-alpha-black-100 rounded-md" data-budget-picker-target="year">
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<%= year %>
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</span>
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<% if year < Date.current.year %>
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<%= link_to picker_budgets_path(year: year + 1), data: { turbo_frame: "budget_picker" }, class: "p-2 flex items-center justify-center hover:bg-alpha-black-25 rounded-md" do %>
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<%= lucide_icon "chevron-right", class: "w-5 h-5 shrink-0 text-gray-500" %>
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<% end %>
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<% else %>
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<span class="p-2 flex items-center justify-center text-gray-300 rounded-md">
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||||
<%= lucide_icon "chevron-right", class: "w-5 h-5 shrink-0 text-gray-400" %>
|
||||
</span>
|
||||
<% end %>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-3 gap-2 text-sm text-center font-medium">
|
||||
<% Date::ABBR_MONTHNAMES.compact.each_with_index do |month_name, index| %>
|
||||
<% month_number = index + 1 %>
|
||||
<% start_date = Date.new(year, month_number) %>
|
||||
<% budget = family.budgets.for_date(start_date) %>
|
||||
|
||||
<% if budget %>
|
||||
<%= link_to month_name, budget_path(budget), data: { turbo_frame: "_top" }, class: "block px-3 py-2 text-sm text-gray-900 hover:bg-gray-100 rounded-md" %>
|
||||
<% elsif start_date >= family.oldest_entry_date.beginning_of_month && start_date <= Date.current %>
|
||||
<%= button_to budgets_path(budget: { start_date: start_date }), data: { turbo_frame: "_top" }, class: "block w-full px-3 py-2 text-gray-900 hover:bg-gray-100 rounded-md" do %>
|
||||
<%= month_name %>
|
||||
<% end %>
|
||||
<% else %>
|
||||
<span class="px-3 py-2 text-gray-400 rounded-md"><%= month_name %></span>
|
||||
<% end %>
|
||||
<% end %>
|
||||
</div>
|
||||
</div>
|
||||
<% end %>
|
||||
47
app/views/budgets/edit.html.erb
Normal file
47
app/views/budgets/edit.html.erb
Normal file
|
|
@ -0,0 +1,47 @@
|
|||
<%= content_for :header_nav do %>
|
||||
<%= render "budgets/budget_nav", budget: @budget %>
|
||||
<% end %>
|
||||
|
||||
<%= content_for :previous_path, budget_path(@budget) %>
|
||||
<%= content_for :cancel_path, budget_path(@budget) %>
|
||||
|
||||
<div>
|
||||
<div class="space-y-4">
|
||||
<div class="text-center space-y-2">
|
||||
<h1 class="text-3xl text-gray-900 font-medium">Setup your budget</h1>
|
||||
<p class="text-gray-500 text-sm max-w-sm mx-auto">
|
||||
Enter your monthly earnings and planned spending below to setup your budget.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mx-auto max-w-lg">
|
||||
<%= styled_form_with model: @budget, class: "space-y-3", data: { controller: "budget-form" } do |f| %>
|
||||
<%= f.money_field :budgeted_spending, label: "Budgeted spending", required: true, disable_currency: true %>
|
||||
<%= f.money_field :expected_income, label: "Expected income", required: true, disable_currency: true %>
|
||||
|
||||
<% if @budget.estimated_income && @budget.estimated_spending %>
|
||||
<div class="border border-alpha-black-100 rounded-lg p-3 flex">
|
||||
<%= lucide_icon "sparkles", class: "w-5 h-5 text-gray-500 shrink-0" %>
|
||||
<div class="ml-2 space-y-1 text-sm">
|
||||
<h4 class="text-gray-900">Autosuggest income & spending budget</h4>
|
||||
<p class="text-gray-500">
|
||||
This will be based on transaction history. AI can make mistakes, verify before continuing.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="relative inline-block select-none ml-6">
|
||||
<%= check_box_tag :auto_fill, "1", params[:auto_fill].present?, class: "sr-only peer", data: {
|
||||
action: "change->budget-form#toggleAutoFill",
|
||||
budget_form_income_param: { key: "budget_expected_income", value: @budget.estimated_income },
|
||||
budget_form_spending_param: { key: "budget_budgeted_spending", value: @budget.estimated_spending }
|
||||
} %>
|
||||
<label for="auto_fill" class="maybe-switch"></label>
|
||||
</div>
|
||||
</div>
|
||||
<% end %>
|
||||
|
||||
<%= f.submit "Continue", class: "btn btn--primary w-full" %>
|
||||
<% end %>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
67
app/views/budgets/show.html.erb
Normal file
67
app/views/budgets/show.html.erb
Normal file
|
|
@ -0,0 +1,67 @@
|
|||
<div class="pb-12">
|
||||
<%= render "budgets/budget_header",
|
||||
budget: @budget,
|
||||
previous_budget: @previous_budget,
|
||||
next_budget: @next_budget,
|
||||
latest_budget: @latest_budget %>
|
||||
|
||||
<div class="flex items-start gap-4">
|
||||
<div class="w-[300px] space-y-4">
|
||||
<div class="h-[300px] bg-white rounded-xl shadow-xs p-8 border border-gray-100">
|
||||
<% if @budget.available_to_allocate.negative? %>
|
||||
<%= render "budgets/over_allocation_warning", budget: @budget %>
|
||||
<% else %>
|
||||
<%= render "budgets/budget_donut", budget: @budget %>
|
||||
<% end %>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<% if @budget.initialized? && @budget.available_to_allocate.positive? %>
|
||||
<div class="flex gap-2 mb-2 rounded-lg bg-alpha-black-25 p-1">
|
||||
<% base_classes = "rounded-md px-2 py-1 flex-1 text-center" %>
|
||||
<% selected_tab = params[:tab].presence || "budgeted" %>
|
||||
|
||||
<%= link_to "Budgeted",
|
||||
budget_path(@budget, tab: "budgeted"),
|
||||
class: class_names(
|
||||
base_classes,
|
||||
"bg-white shadow-xs text-gray-900": selected_tab == "budgeted",
|
||||
"text-gray-500": selected_tab != "budgeted"
|
||||
) %>
|
||||
|
||||
<%= link_to "Actual",
|
||||
budget_path(@budget, tab: "actuals"),
|
||||
class: class_names(
|
||||
base_classes,
|
||||
"bg-white shadow-xs text-gray-900": selected_tab == "actuals",
|
||||
"text-gray-500": selected_tab != "actuals"
|
||||
) %>
|
||||
</div>
|
||||
|
||||
<div class="bg-white rounded-xl shadow-xs border border-gray-100">
|
||||
<%= render selected_tab == "budgeted" ? "budgets/budgeted_summary" : "budgets/actuals_summary", budget: @budget %>
|
||||
</div>
|
||||
<% else %>
|
||||
<div class="bg-white rounded-xl shadow-xs border border-gray-100">
|
||||
<%= render "budgets/actuals_summary", budget: @budget %>
|
||||
</div>
|
||||
<% end %>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="grow bg-white rounded-xl shadow-xs p-4 border border-gray-100">
|
||||
<div class="flex items-center justify-between mb-4">
|
||||
<h2 class="text-lg font-medium">Categories</h2>
|
||||
|
||||
<%= link_to budget_budget_categories_path(@budget), class: "btn btn--secondary flex items-center gap-2" do %>
|
||||
<%= icon "settings-2", color: "gray" %>
|
||||
<span>Edit</span>
|
||||
<% end %>
|
||||
</div>
|
||||
|
||||
<div class="bg-gray-25 rounded-xl p-1">
|
||||
<%= render "budgets/budget_categories", budget: @budget %>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
Loading…
Add table
Add a link
Reference in a new issue