Commit Graph

5 Commits

Author SHA1 Message Date
Tao Chen
aacbb5ef3b Budget page refactor: split into(All - Over Budget - On Track) (#1195)
* Optimize UI in budget

* update locales

* Optimize UI

* optimize suggested_daily_spending

* try over_budget and on_track

* update locale

* optimize

* add budgets_helper.rb

* fix

* hide no buget and no expense sub-catogory

* Optimize

* Optimize button on phone

* Fix Pipelock CI noise

* using section to render both overbudget and onTrack

* hide last ruler

* fix

* update test

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Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-04-13 20:03:55 +02:00
Copilot
ec1562782b Make parent budgets auto-aggregate from subcategory edits (#1312)
* Initial plan

* Auto-sum parent budgets from subcategory edits

Agent-Logs-Url: https://github.com/we-promise/sure/sessions/f1c1b9ef-0e5d-4300-8f1b-e40876abfdcd

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Finalize subcategory budget parent aggregation

Agent-Logs-Url: https://github.com/we-promise/sure/sessions/f1c1b9ef-0e5d-4300-8f1b-e40876abfdcd

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Address follow-up review on budget aggregation

Agent-Logs-Url: https://github.com/we-promise/sure/sessions/b773decd-69a2-4da9-81ed-3be7d24cbb52

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

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Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
2026-04-07 16:41:45 +02:00
soky srm
e1ff6d46ee Make categories global (#1160)
* Make categories global

This solves us A LOT of cash flow and budgeting problems.

* Update schema.rb

* Update auto_categorizer.rb

* Update income_statement.rb

* FIX budget sub-categories

* FIX sub-categories and tests

* Add 2 step migration
2026-03-11 15:54:01 +01:00
Juan Manuel Reyes
e66f9543f2 Fix uncategorized budget category showing incorrect available_to_spend (#1117)
The `subcategories` method queries `WHERE parent_id = category.id`, but
for the synthetic uncategorized budget category, `category.id` is nil.
This caused `WHERE parent_id IS NULL` to match ALL top-level categories,
making them appear as subcategories of uncategorized. This inflated
actual_spending and produced a large negative available_to_spend.

Add a nil guard on category.id to return an empty relation for synthetic
categories.

Fixes #819

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 11:02:19 +01:00
Copilot
0357cd7d44 Allow subcategories to inherit parent budget without individual limits (#579)
* Initial plan

* Implement subcategory budget inheritance feature

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Fix available_to_spend calculation for parent categories with mixed subcategories

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Optimize budget category calculations to avoid redundant filtering

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Add documentation for subcategory budget inheritance feature

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Add edge case tests for budget inheritance feature

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Fix linting issues - remove trailing whitespace

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Replace hardcoded '(shared)' label with i18n translation

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Fix test failures due to duplicate category names

Use unique names with timestamps to avoid validation errors when creating test categories. The Category model has a uniqueness validation on name scoped to family_id, and the test fixtures already contain categories like "Restaurants" which were causing conflicts.

Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>

* Remove LLM `.md` spec file

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Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-01-21 22:10:15 +01:00