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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/edit.html.erb Normal file
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<%= 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>