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195ec85d96
* 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
82 lines
2.2 KiB
Ruby
82 lines
2.2 KiB
Ruby
class BudgetCategory < ApplicationRecord
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include Monetizable
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belongs_to :budget
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belongs_to :category
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validates :budget_id, uniqueness: { scope: :category_id }
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monetize :budgeted_spending, :actual_spending, :available_to_spend
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class Group
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attr_reader :budget_category, :budget_subcategories
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delegate :category, to: :budget_category
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delegate :name, :color, to: :category
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def self.for(budget_categories)
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top_level_categories = budget_categories.select { |budget_category| budget_category.category.parent_id.nil? }
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top_level_categories.map do |top_level_category|
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subcategories = budget_categories.select { |bc| bc.category.parent_id == top_level_category.category_id && top_level_category.category_id.present? }
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new(top_level_category, subcategories.sort_by { |subcategory| subcategory.category.name })
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end.sort_by { |group| group.category.name }
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end
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def initialize(budget_category, budget_subcategories = [])
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@budget_category = budget_category
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@budget_subcategories = budget_subcategories
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end
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end
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class << self
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def uncategorized
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new(
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id: Digest::UUID.uuid_v5(Digest::UUID::URL_NAMESPACE, "uncategorized"),
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category: nil,
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)
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end
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end
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def initialized?
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budget.initialized?
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end
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def category
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super || budget.family.categories.uncategorized
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end
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def subcategory?
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category.parent_id.present?
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end
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def actual_spending
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category.month_total(date: budget.start_date)
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end
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def available_to_spend
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(budgeted_spending || 0) - actual_spending
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end
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def percent_of_budget_spent
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return 0 unless budgeted_spending > 0
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(actual_spending / budgeted_spending) * 100
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end
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def to_donut_segments_json
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unused_segment_id = "unused"
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overage_segment_id = "overage"
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return [ { color: "#F0F0F0", amount: 1, id: unused_segment_id } ] unless actual_spending > 0
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segments = [ { color: category.color, amount: actual_spending, id: id } ]
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if available_to_spend.negative?
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segments.push({ color: "#EF4444", amount: available_to_spend.abs, id: overage_segment_id })
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else
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segments.push({ color: "#F0F0F0", amount: available_to_spend, id: unused_segment_id })
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end
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segments
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end
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end
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