lolimmlost 158e18cd05 Add budget rollover: copy from previous month (#1100) ...

* Add budget rollover: copy from previous month

When navigating to an uninitialized budget month, show a prompt
offering to copy amounts from the most recent initialized budget.
Copies budgeted_spending, expected_income, and all matching category
allocations. Also fixes over-allocation warning showing on uninitialized
budgets.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Redirect copy_previous to categories wizard for review

Matches the normal budget setup flow (edit → categories → show)
so users can review/tweak copied allocations before confirming.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Address code review: eager-load categories, guard against overwrite

- Add .includes(:budget_categories) to most_recent_initialized_budget
  to avoid N+1 when copy_from! iterates source categories
- Guard copy_previous action against overwriting already-initialized
  budgets (prevents crafted POST from clobbering existing data)
- Add i18n key for already_initialized flash message

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Add invariant guards to copy_from! for defensive safety

Validate that source budget belongs to the same family and precedes
the target budget before copying. Protects against misuse from
other callers beyond the controller.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* Fix button overflow on small screens in copy previous prompt

Stack buttons vertically on mobile, side-by-side on sm+ breakpoint.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>

2026-03-03 21:13:59 +01:00

1.7 KiB

Raw Blame History

View Raw