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Maybe/app/models/account
Zach Gollwitzer 195ec85d96
Budgeting V1 (#1609)
* 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
2025-01-16 14:36:37 -05:00
..
balance.rb Rubocop updates (#1118) 2024-08-23 10:06:24 -04:00
balance_calculator.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
balance_trend_calculator.rb Plaid portfolio sync algorithm and calculation improvements (#1526) 2024-12-10 17:41:20 -05:00
data_enricher.rb Budgeting V1 (#1609) 2025-01-16 14:36:37 -05:00
entry.rb Budgeting V1 (#1609) 2025-01-16 14:36:37 -05:00
entry_search.rb Transfer and Payment auto-matching, model and UI improvements (#1585) 2025-01-07 09:41:24 -05:00
entryable.rb Rubocop updates (#1118) 2024-08-23 10:06:24 -04:00
holding.rb Fix holding avg cost calculation 2024-12-12 15:11:06 -05:00
holding_calculator.rb Fix date format validation error (#1551) 2024-12-16 13:21:30 -05:00
syncer.rb Fix enrichment setting 2025-01-07 11:31:44 -05:00
trade.rb Nested Categories (#1561) 2024-12-20 11:37:26 -05:00
trade_builder.rb Transfer and Payment auto-matching, model and UI improvements (#1585) 2025-01-07 09:41:24 -05:00
transaction.rb Transfer and Payment auto-matching, model and UI improvements (#1585) 2025-01-07 09:41:24 -05:00
transaction_search.rb Transfer and Payment auto-matching, model and UI improvements (#1585) 2025-01-07 09:41:24 -05:00
valuation.rb Nested Categories (#1561) 2024-12-20 11:37:26 -05:00