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

db/migrate/20250108182147_create_budgets.rb

@@ -0,0 +1,15 @@
+class CreateBudgets < ActiveRecord::Migration[7.2]
+  def change
+    create_table :budgets, id: :uuid do |t|
+      t.references :family, null: false, foreign_key: true, type: :uuid
+      t.date :start_date, null: false
+      t.date :end_date, null: false
+      t.decimal :budgeted_spending, precision: 19, scale: 4
+      t.decimal :expected_income, precision: 19, scale: 4
+      t.string :currency, null: false
+      t.timestamps
+    end
+
+    add_index :budgets, %i[family_id start_date end_date], unique: true
+  end
+end

db/migrate/20250108200055_create_budget_categories.rb

@@ -0,0 +1,13 @@
+class CreateBudgetCategories < ActiveRecord::Migration[7.2]
+  def change
+    create_table :budget_categories, id: :uuid do |t|
+      t.references :budget, null: false, foreign_key: true, type: :uuid
+      t.references :category, null: false, foreign_key: true, type: :uuid
+      t.decimal :budgeted_spending, null: false, precision: 19, scale: 4
+      t.string :currency, null: false
+      t.timestamps
+    end
+
+    add_index :budget_categories, %i[budget_id category_id], unique: true
+  end
+end

db/migrate/20250110012347_category_classification.rb

@@ -0,0 +1,17 @@
+class CategoryClassification < ActiveRecord::Migration[7.2]
+  def change
+    add_column :categories, :classification, :string, null: false, default: "expense"
+    add_column :categories, :lucide_icon, :string
+
+    # Attempt to update existing user categories that are likely to be income
+    reversible do |dir|
+      dir.up do
+        execute <<-SQL
+          UPDATE categories
+          SET classification = 'income'
+          WHERE lower(name) in ('income', 'incomes', 'other income', 'other incomes');
+        SQL
+      end
+    end
+  end
+end