Fix parent category sums in budget (#1894)

app/models/budget.rb

@@ -100,11 +100,11 @@ class Budget < ApplicationRecord
   end
 
   def income_category_totals
-    income_totals.category_totals.reject { |ct| ct.category.subcategory? }.sort_by(&:weight).reverse
+    income_totals.category_totals.reject { |ct| ct.category.subcategory? || ct.total.zero? }.sort_by(&:weight).reverse
   end
 
   def expense_category_totals
-    expense_totals.category_totals.reject { |ct| ct.category.subcategory? }.sort_by(&:weight).reverse
+    expense_totals.category_totals.reject { |ct| ct.category.subcategory? || ct.total.zero? }.sort_by(&:weight).reverse
   end
 
   def current?

app/models/demo/generator.rb

@@ -61,30 +61,83 @@ class Demo::Generator
     puts "Demo data loaded successfully!"
   end
 
-  def generate_multi_currency_data!
+  def generate_basic_budget_data!(family_names)
     puts "Clearing existing data..."
 
     destroy_everything!
 
     puts "Data cleared"
 
-    create_family_and_user!("Demo Family 1", "user@maybe.local", currency: "EUR")
+    family_names.each_with_index do |family_name, index|
-
+      create_family_and_user!(family_name, "user#{index == 0 ? "" : index + 1}@maybe.local")
-    family = Family.find_by(name: "Demo Family 1")
+    end
 
     puts "Users reset"
 
+    family_names.each do |family_name|
+      family = Family.find_by(name: family_name)
+
+      ActiveRecord::Base.transaction do
+        # Create parent categories
+        food = family.categories.create!(name: "Food & Drink", color: COLORS.sample, classification: "expense")
+        transport = family.categories.create!(name: "Transportation", color: COLORS.sample, classification: "expense")
+
+        # Create subcategory
+        restaurants = family.categories.create!(name: "Restaurants", parent: food, color: COLORS.sample, classification: "expense")
+
+        # Create checking account
+        checking = family.accounts.create!(
+          accountable: Depository.new,
+          name: "Demo Checking",
+          balance: 3000,
+          currency: "USD"
+        )
+
+        # Create one transaction for each category
+        create_transaction!(account: checking, amount: 100, name: "Grocery Store", category: food, date: 2.days.ago)
+        create_transaction!(account: checking, amount: 50, name: "Restaurant Meal", category: restaurants, date: 1.day.ago)
+        create_transaction!(account: checking, amount: 20, name: "Gas Station", category: transport, date: Date.current)
+      end
+
+      puts "Basic budget data created for #{family_name}"
+    end
+
+    puts "Demo data loaded successfully!"
+  end
+
+  def generate_multi_currency_data!(family_names)
+    puts "Clearing existing data..."
+
+    destroy_everything!
+
+    puts "Data cleared"
+
+    family_names.each_with_index do |family_name, index|
+      create_family_and_user!(family_name, "user#{index == 0 ? "" : index + 1}@maybe.local", currency: "EUR")
+    end
+
+    puts "Users reset"
+
+    family_names.each do |family_name|
+      puts "Generating demo data for #{family_name}"
+      family = Family.find_by(name: family_name)
+
       usd_checking = family.accounts.create!(name: "USD Checking", currency: "USD", balance: 10000, accountable: Depository.new)
       eur_checking = family.accounts.create!(name: "EUR Checking", currency: "EUR", balance: 4900, accountable: Depository.new)
+      eur_credit_card = family.accounts.create!(name: "EUR Credit Card", currency: "EUR", balance: 2300, accountable: CreditCard.new)
 
-    puts "Accounts created"
+      create_transaction!(account: eur_credit_card, amount: 1000, currency: "EUR", name: "EUR cc expense 1")
+      create_transaction!(account: eur_credit_card, amount: 1000, currency: "EUR", name: "EUR cc expense 2")
+      create_transaction!(account: eur_credit_card, amount: 300, currency: "EUR", name: "EUR cc expense 3")
 
       create_transaction!(account: usd_checking, amount: -11000, currency: "USD", name: "USD income Transaction")
       create_transaction!(account: usd_checking, amount: 1000, currency: "USD", name: "USD expense Transaction")
+      create_transaction!(account: usd_checking, amount: 1000, currency: "USD", name: "USD expense Transaction")
       create_transaction!(account: eur_checking, amount: -5000, currency: "EUR", name: "EUR income Transaction")
       create_transaction!(account: eur_checking, amount: 100, currency: "EUR", name: "EUR expense Transaction")
 
-    puts "Transactions created"
+      puts "Transactions created for #{family_name}"
+    end
 
     puts "Demo data loaded successfully!"
   end

app/models/income_statement.rb

@@ -66,21 +66,25 @@ class IncomeStatement
       totals = totals_query(transactions_scope: family.transactions.active.in_period(period)).select { |t| t.classification == classification }
       classification_total = totals.sum(&:total)
 
-      category_totals = totals.map do |ct|
+      uncategorized_category = family.categories.uncategorized
-        # If parent category is nil, it's a top-level category.  This means we need to
+
-        # sum itself + SUM(children) to get the overall category total
+      category_totals = [ *categories, uncategorized_category ].map do |category|
-        children_totals = if ct.parent_category_id.nil? && ct.category_id.present?
+        subcategory = categories.find { |c| c.id == category.parent_id }
-          totals.select { |t| t.parent_category_id == ct.category_id }.sum(&:total)
+
-        else
+        parent_category_total = totals.select { |t| t.category_id == category.id }&.sum(&:total) || 0
+
+        children_totals = if category == uncategorized_category
           0
+        else
+          totals.select { |t| t.parent_category_id == category.id }&.sum(&:total) || 0
         end
 
-        category_total = ct.total + children_totals
+        category_total = parent_category_total + children_totals
 
         weight = (category_total.zero? ? 0 : category_total.to_f / classification_total) * 100
 
         CategoryTotal.new(
-          category: categories.find { |c| c.id == ct.category_id } || family.categories.uncategorized,
+          category: category,
           total: category_total,
           currency: family.currency,
           weight: weight,

lib/tasks/demo_data.rake

@@ -12,6 +12,12 @@ namespace :demo_data do
   end
 
   task multi_currency: :environment do
-    Demo::Generator.new.generate_multi_currency_data!
+    families = [ "Demo Family 1", "Demo Family 2" ]
+    Demo::Generator.new.generate_multi_currency_data!(families)
+  end
+
+  task basic_budget: :environment do
+    families = [ "Demo Family 1" ]
+    Demo::Generator.new.generate_basic_budget_data!(families)
   end
 end

test/models/income_statement_test.rb

@@ -8,15 +8,15 @@ class IncomeStatementTest < ActiveSupport::TestCase
 
     @income_category = @family.categories.create! name: "Income", classification: "income"
     @food_category = @family.categories.create! name: "Food", classification: "expense"
-    @shopping_category = @family.categories.create! name: "Shopping", classification: "expense", parent: @food_category
+    @groceries_category = @family.categories.create! name: "Groceries", classification: "expense", parent: @food_category
 
     @checking_account = @family.accounts.create! name: "Checking", currency: @family.currency, balance: 5000, accountable: Depository.new
     @credit_card_account = @family.accounts.create! name: "Credit Card", currency: @family.currency, balance: 1000, accountable: CreditCard.new
 
-    create_transaction(account: @checking_account, amount: -1000, category: @food_category)
+    create_transaction(account: @checking_account, amount: -1000, category: @income_category)
-    create_transaction(account: @checking_account, amount: 200, category: @shopping_category)
+    create_transaction(account: @checking_account, amount: 200, category: @groceries_category)
-    create_transaction(account: @credit_card_account, amount: 300, category: @food_category)
+    create_transaction(account: @credit_card_account, amount: 300, category: @groceries_category)
-    create_transaction(account: @credit_card_account, amount: 400, category: @shopping_category)
+    create_transaction(account: @credit_card_account, amount: 400, category: @groceries_category)
   end
 
   test "calculates totals for transactions" do
@@ -28,12 +28,23 @@ class IncomeStatementTest < ActiveSupport::TestCase
 
   test "calculates expenses for a period" do
     income_statement = IncomeStatement.new(@family)
-    assert_equal 200 + 300 + 400, income_statement.expense_totals(period: Period.last_30_days).total
+    expense_totals = income_statement.expense_totals(period: Period.last_30_days)
+
+    expected_total_expense = 200 + 300 + 400
+
+    assert_equal expected_total_expense, expense_totals.total
+    assert_equal expected_total_expense, expense_totals.category_totals.find { |ct| ct.category.id == @groceries_category.id }.total
+    assert_equal expected_total_expense, expense_totals.category_totals.find { |ct| ct.category.id == @food_category.id }.total
   end
 
   test "calculates income for a period" do
     income_statement = IncomeStatement.new(@family)
-    assert_equal 1000, income_statement.income_totals(period: Period.last_30_days).total
+    income_totals = income_statement.income_totals(period: Period.last_30_days)
+
+    expected_total_income = 1000
+
+    assert_equal expected_total_income, income_totals.total
+    assert_equal expected_total_income, income_totals.category_totals.find { |ct| ct.category.id == @income_category.id }.total
   end
 
   test "calculates median expense" do