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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
This commit is contained in:
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/_budgeted_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">Expected income</h3>
<span class="inline-block mb-2 text-xl font-medium text-gray-900">
<%= format_money(budget.expected_income_money) %>
</span>
<div>
<div class="flex h-1.5 mb-3 gap-1">
<% if budget.remaining_expected_income.negative? %>
<div class="rounded-md h-1.5 bg-green-500" style="width: <%= 100 - budget.surplus_percent %>%"></div>
<div class="rounded-md h-1.5 bg-green-500" style="width: <%= budget.surplus_percent %>%"></div>
<% else %>
<div class="rounded-md h-1.5 bg-green-500" style="width: <%= budget.actual_income_percent %>%"></div>
<div class="rounded-md h-1.5 bg-gray-100" style="width: <%= 100 - budget.actual_income_percent %>%"></div>
<% end %>
</div>
<div class="flex justify-between text-sm">
<p class="text-gray-500"><%= format_money(budget.actual_income_money) %> earned</p>
<p class="font-medium">
<% if budget.remaining_expected_income.negative? %>
<span class="text-green-500"><%= format_money(budget.remaining_expected_income.abs) %> over</span>
<% else %>
<span class="text-gray-900"><%= format_money(budget.remaining_expected_income) %> left</span>
<% end %>
</p>
</div>
</div>
</div>
<div class="p-4">
<h3 class="text-sm text-gray-500 mb-2">Budgeted</h3>
<span class="inline-block mb-2 text-xl font-medium text-gray-900">
<%= format_money(budget.budgeted_spending_money) %>
</span>
<div>
<div class="flex h-1.5 mb-3 gap-1">
<% if budget.available_to_spend.negative? %>
<div class="rounded-md h-1.5 bg-gray-900" style="width: <%= 100 - budget.overage_percent %>%"></div>
<div class="rounded-md h-1.5 bg-red-500" style="width: <%= budget.overage_percent %>%"></div>
<% else %>
<div class="rounded-md h-1.5 bg-gray-900" style="width: <%= budget.percent_of_budget_spent %>%"></div>
<div class="rounded-md h-1.5 bg-gray-100" style="width: <%= 100 - budget.percent_of_budget_spent %>%"></div>
<% end %>
</div>
<div class="flex justify-between text-sm">
<p class="text-gray-500"><%= format_money(budget.actual_spending_money) %> spent</p>
<p class="font-medium">
<% if budget.available_to_spend.negative? %>
<span class="text-red-500"><%= format_money(budget.available_to_spend_money.abs) %> over</span>
<% else %>
<span class="text-gray-900"><%= format_money(budget.available_to_spend_money) %> left</span>
<% end %>
</p>
</div>
</div>
</div>
</div>