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* 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>
18 lines
936 B
ERB
18 lines
936 B
ERB
<%# Plan hub: budgets + goals under one nav entry. Two summary cards
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fronting the existing /budgets and /goals pages — the two features
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share a home here, not a data model. %>
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<div class="@container space-y-6 pb-6 lg:pb-12">
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<header>
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<div class="flex items-center gap-2">
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<h1 class="text-2xl font-semibold text-primary"><%= t(".title") %></h1>
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<%= render DS::Pill.new(label: t("shared.preview"), size: :md) %>
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</div>
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<p class="text-sm text-secondary mt-1"><%= t(".subtitle") %></p>
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</header>
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<div class="grid grid-cols-1 @3xl:grid-cols-2 gap-4 items-stretch">
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<%= render "plans/budget_card", budget: @budget, top_budget_categories: @top_budget_categories, editable: @editable, switch_options: @switch_options %>
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<%= render "plans/goals_card", goals: @goals, summary: @goals_summary, linkable_account_count: @linkable_account_count, family_has_goals: @family_has_goals %>
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</div>
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</div>
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