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e5750a6c09
* feat(budgets): add per-user personal budgets with strict isolation Families can now opt into personal budgets (toggleable via family settings): each family member gets their own budget for a given period instead of sharing a single family-wide budget. - Add families.personal_budgets flag and budgets.user_id, with partial unique indexes so shared budgets (user_id IS NULL) and personal budgets (user_id IS NOT NULL) can't collide. - Budget.find_or_bootstrap scopes lookup/creation by user when the family has personal_budgets enabled. - Scope most_recent_initialized_budget (used to seed a new budget from the prior period) by user_id so one user's copy-forward never bleeds into another user's budget. - budgets.user_id cascades on user deletion so personal budgets don't outlive their owner. * feat(budgets): enforce user-specific budget ownership and cascade deletion * feat(budgets): display user name for personal budgets in budget card on the plan section * feat(budgets): enhance personal budgets display for admins with preview feature indication * feat(budgets): enforce user-specific budget and category visibility for personal budgets * feat(budgets): create budget section titles and add translations notice in preferences * feat(budgets): let household and personal budgets coexist with sharing Previously enabling personal_budgets made the shared household budget unreachable. Budget.find_or_bootstrap now takes an explicit household: flag so both can be resolved independently for the same period, with a new household_budget_enabled family setting to opt out of the household side and keep personal budgets only. Adds a BudgetShare model (read_only/read_write) so a member can grant another family member access to their personal budget, enforced via Budget#viewable_by?/editable_by? across BudgetsController, BudgetCategoriesController, PlansController, and the read-only API. Preferences gains a Budget sharing card (gated on preview access like the rest of the personal budgets UI) and an owner switcher pill ( Household / mine / shared-with-me) appears on the budget page and the Plan hub card. Also fixes personal budgets showing the same "actual spending" as the household budget: actual spending/income now scope to the budget owner's own accounts instead of the viewer's full accessible set, via a new accounts: override on IncomeStatement. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> * feat(budgets): enhance budget switcher with icons and improved styling * feat(budgets): remove user name display from budget card and header * feat(budgets): remove unique index on taggable_type and taggable_id in taggings * feat(budgets): enhance budget sharing functionality and improve UI elements * Collapse personal budget migrations --------- Signed-off-by: JulienGourmet <69808509+jubbakka@users.noreply.github.com> Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com> Co-authored-by: sure-admin <sure-admin@splashblot.com>
38 lines
1.5 KiB
ERB
38 lines
1.5 KiB
ERB
<%# locals: (budget:) %>
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<% steps = [
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{ name: "Setup", path: edit_budget_path(budget, **budget_owner_query), is_complete: budget.initialized?, step_number: 1 },
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{ name: "Categories", path: budget_budget_categories_path(budget, **budget_owner_query), is_complete: budget.allocations_valid?, step_number: 2 },
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] %>
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<ul class="flex items-center gap-2">
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<% steps.each_with_index do |step, idx| %>
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<li class="flex items-center gap-2 group">
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<% is_current = request.path == step[:path].split("?").first %>
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<% text_class = if is_current
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"text-primary"
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else
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step[:is_complete] ? "text-green-600" : "text-secondary"
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end %>
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<% step_class = if is_current
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"bg-inverse text-inverse"
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else
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step[:is_complete] ? "bg-green-600/10 border-alpha-black-25" : "bg-container-inset"
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end %>
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<%= link_to step[:path], class: "flex items-center gap-3" do %>
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<div class="flex items-center gap-2 text-sm font-medium <%= text_class %>">
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<span class="<%= step_class %> w-7 h-7 rounded-full shrink-0 inline-flex items-center justify-center border border-transparent">
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<%= step[:is_complete] && !is_current ? icon("check", size: "sm") : idx + 1 %>
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</span>
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<span><%= step[:name] %></span>
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</div>
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<% end %>
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<hr class="border border-secondary w-12 group-last:hidden">
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</li>
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<% end %>
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</ul>
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