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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/show.html.erb Normal file
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<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>