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Code Issues Releases Activity Actions 2

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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32
db/schema.rb generated
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@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2024_12_31_140709) do
ActiveRecord::Schema[7.2].define(version: 2025_01_10_012347) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@ -160,6 +160,31 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_31_140709) do
t.index ["addressable_type", "addressable_id"], name: "index_addresses_on_addressable"
end
create_table "budget_categories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "budget_id", null: false
t.uuid "category_id", null: false
t.decimal "budgeted_spending", precision: 19, scale: 4, null: false
t.string "currency", null: false
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["budget_id", "category_id"], name: "index_budget_categories_on_budget_id_and_category_id", unique: true
t.index ["budget_id"], name: "index_budget_categories_on_budget_id"
t.index ["category_id"], name: "index_budget_categories_on_category_id"
end
create_table "budgets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "family_id", null: false
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.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id", "start_date", "end_date"], name: "index_budgets_on_family_id_and_start_date_and_end_date", unique: true
t.index ["family_id"], name: "index_budgets_on_family_id"
end
create_table "categories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.string "name", null: false
t.string "color", default: "#6172F3", null: false
@ -167,6 +192,8 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_31_140709) do
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.uuid "parent_id"
t.string "classification", default: "expense", null: false
t.string "lucide_icon"
t.index ["family_id"], name: "index_categories_on_family_id"
end
@ -650,6 +677,9 @@ ActiveRecord::Schema[7.2].define(version: 2024_12_31_140709) do
add_foreign_key "accounts", "plaid_accounts"
add_foreign_key "active_storage_attachments", "active_storage_blobs", column: "blob_id"
add_foreign_key "active_storage_variant_records", "active_storage_blobs", column: "blob_id"
add_foreign_key "budget_categories", "budgets"
add_foreign_key "budget_categories", "categories"
add_foreign_key "budgets", "families"
add_foreign_key "categories", "families"
add_foreign_key "impersonation_session_logs", "impersonation_sessions"
add_foreign_key "impersonation_sessions", "users", column: "impersonated_id"