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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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app/views/budgets/_budget_donut.html.erb Normal file
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<%= tag.div data: { controller: "donut-chart", donut_chart_segments_value: budget.to_donut_segments_json }, class: "relative h-full" do %>
<div data-donut-chart-target="chartContainer" class="absolute inset-0 pointer-events-none"></div>
<div data-donut-chart-target="contentContainer" class="flex justify-center items-center h-full">
<div data-donut-chart-target="defaultContent" class="flex flex-col items-center">
<% if budget.initialized? %>
<div class="text-gray-600 text-sm mb-2">
<span>Spent</span>
</div>
<div class="text-3xl font-medium <%= budget.available_to_spend.negative? ? "text-red-500" : "text-gray-900" %>">
<%= format_money(budget.actual_spending) %>
</div>
<%= link_to edit_budget_path(budget), class: "btn btn--secondary flex items-center gap-1 mt-2" do %>
<span class="text-gray-900 font-medium">
of <%= format_money(budget.budgeted_spending_money) %>
</span>
<%= lucide_icon "pencil", class: "w-4 h-4 text-gray-500 hover:text-gray-600" %>
<% end %>
<% else %>
<div class="text-gray-400 text-3xl mb-2">
<span><%= format_money Money.new(0, budget.currency || budget.family.currency) %></span>
</div>
<%= link_to edit_budget_path(budget), class: "flex items-center gap-2 btn btn--primary" do %>
<%= lucide_icon "plus", class: "w-4 h-4 text-white" %>
New budget
<% end %>
<% end %>
</div>
<% budget.budget_categories.each do |bc| %>
<div id="segment_<%= bc.id %>" class="hidden">
<div class="flex flex-col gap-2 items-center">
<div class="flex items-center gap-3">
<div class="w-1 h-3 rounded-xl" style="background-color: <%= bc.category.color %>"></div>
<p class="text-sm text-gray-500"><%= bc.category.name %></p>
</div>
<p class="text-3xl font-medium <%= bc.available_to_spend.negative? ? "text-red-500" : "text-gray-900" %>">
<%= format_money(bc.actual_spending_money) %>
</p>
<%= link_to budget_budget_categories_path(budget), class: "btn btn--secondary flex items-center gap-1" do %>
<span>of <%= format_money(bc.budgeted_spending_money, precision: 0) %></span>
<%= lucide_icon "pencil", class: "w-4 h-4 text-gray-500 shrink-0" %>
<% end %>
</div>
</div>
<% end %>
<div id="segment_unused" class="hidden">
<p class="text-sm text-gray-500 text-center mb-2">Unused</p>
<p class="text-3xl font-medium text-gray-900">
<%= format_money(budget.available_to_spend_money) %>
</p>
</div>
</div>
<% end %>