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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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db/migrate/20250110012347_category_classification.rb Normal file
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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