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Budgeting V1 (#1609)
* 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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61 changed files with 2044 additions and 140 deletions
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@ -70,7 +70,11 @@
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<!-- Details Section -->
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<%= disclosure t(".details") do %>
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<%= styled_form_with model: @transfer,
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data: { controller: "auto-submit-form" } do |f| %>
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data: { controller: "auto-submit-form" }, class: "space-y-2" do |f| %>
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<% if @transfer.categorizable? %>
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<%= f.collection_select :category_id, @categories.alphabetically, :id, :name, { label: "Category", include_blank: "Uncategorized", selected: @transfer.outflow_transaction.category&.id }, "data-auto-submit-form-target": "auto" %>
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<% end %>
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<%= f.text_area :notes,
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label: t(".note_label"),
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placeholder: t(".note_placeholder"),
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