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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
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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@ -15,8 +15,10 @@ en:
form:
placeholder: Category name
index:
bootstrap: Use default categories
categories: Categories
bootstrap: Use default categories
categories_incomes: Income categories
categories_expenses: Expense categories
empty: No categories found
new: New category
menu:

View file

@ -19,3 +19,4 @@ en:
new_account: New account
portfolio: Portfolio
transactions: Transactions
budgeting: Budgeting

View file

@ -38,12 +38,18 @@ Rails.application.routes.draw do
resource :dropdown, only: :show
end
resources :categories do
resources :categories, except: :show do
resources :deletions, only: %i[new create], module: :category
post :bootstrap, on: :collection
end
resources :budgets, only: %i[index show edit update create] do
get :picker, on: :collection
resources :budget_categories, only: %i[index show update]
end
resources :merchants, only: %i[index new create edit update destroy]
resources :transfers, only: %i[new create destroy show update]