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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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62
app/views/budgets/_actuals_summary.html.erb Normal file
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<%# locals: (budget:) %>
<div>
<div class="p-4 border-b border-gray-100">
<h3 class="text-sm text-gray-500 mb-2">Income</h3>
<% income_totals = budget.income_categories_with_totals %>
<% income_categories = income_totals.category_totals.reject { |ct| ct.amount_money.zero? }.sort_by { |ct| ct.percentage }.reverse %>
<span class="inline-block mb-2 text-xl font-medium text-gray-900">
<%= format_money(income_totals.total_money) %>
</span>
<% if income_categories.any? %>
<div>
<div class="flex h-1.5 mb-3 gap-1">
<% income_categories.each do |item| %>
<div class="h-full rounded-xs" style="background-color: <%= item.category.color %>; width: <%= item.percentage %>%"></div>
<% end %>
</div>
<div class="flex flex-wrap gap-x-2.5 gap-y-1 text-xs">
<% income_categories.each do |item| %>
<div class="flex items-center gap-1.5">
<div class="w-2.5 h-2.5 rounded-full flex-shrink-0" style="background-color: <%= item.category.color %>"></div>
<span class="text-gray-500"><%= item.category.name %></span>
<span class="text-gray-900"><%= number_to_percentage(item.percentage, precision: 0) %></span>
</div>
<% end %>
</div>
</div>
<% end %>
</div>
<div class="p-4">
<h3 class="text-sm text-gray-500 mb-2">Expenses</h3>
<% expense_totals = budget.expense_categories_with_totals %>
<% expense_categories = expense_totals.category_totals.reject { |ct| ct.amount_money.zero? || ct.category.subcategory? }.sort_by { |ct| ct.percentage }.reverse %>
<span class="inline-block mb-2 text-xl font-medium text-gray-900"><%= format_money(expense_totals.total_money) %></span>
<% if expense_categories.any? %>
<div>
<div class="flex h-1.5 mb-3 gap-1">
<% expense_categories.each do |item| %>
<div class="h-full rounded-xs" style="background-color: <%= item.category.color %>; width: <%= item.percentage %>%"></div>
<% end %>
</div>
<div class="flex flex-wrap gap-x-2.5 gap-y-1 text-xs">
<% expense_categories.each do |item| %>
<div class="flex items-center gap-1.5">
<div class="w-2.5 h-2.5 rounded-full flex-shrink-0" style="background-color: <%= item.category.color %>"></div>
<span class="text-gray-500"><%= item.category.name %></span>
<span class="text-gray-900"><%= number_to_percentage(item.percentage, precision: 0) %></span>
</div>
<% end %>
</div>
</div>
<% end %>
</div>
</div>