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Fix budget navigation to allow selecting previous months

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- Allow going back 2 years minimum even without entries
- Update oldest_valid_budget_date to use min of entry date or 2 years ago
- Add comprehensive tests for budget date validation
- Fixes issue where users couldn't select prior budget months
This commit is contained in:
Zach Gollwitzer 2025-07-23 18:26:04 -04:00
parent 32ec57146e
commit 527a6128b6
2 changed files with 92 additions and 1 deletions
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5
app/models/budget.rb
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@ -49,7 +49,10 @@ class Budget < ApplicationRecord
private
def oldest_valid_budget_date(family)
@oldest_valid_budget_date ||= family.oldest_entry_date.beginning_of_month
# Allow going back to either the earliest entry date OR 2 years ago, whichever is earlier
two_years_ago = 2.years.ago.beginning_of_month
oldest_entry_date = family.oldest_entry_date.beginning_of_month
[ two_years_ago, oldest_entry_date ].min
end
end