Files
sure/Gemfile
T
e5750a6c09 feat(budgets): add per-user personal budgets with strict isolation (#2891)
* 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>
2026-08-18 08:36:46 +02:00

150 lines
2.9 KiB
Ruby

source "https://rubygems.org"
ruby file: ".ruby-version"
# Rails
gem "rails", "~> 8.1.0"
# Drivers
gem "pg", "~> 1.5"
gem "redis", "~> 5.4"
# Deployment
gem "puma", ">= 7.2.1"
gem "bootsnap", require: false
# Assets
gem "importmap-rails"
gem "propshaft"
gem "tailwindcss-rails"
gem "lucide-rails"
# Hotwire + UI
gem "stimulus-rails"
gem "turbo-rails"
gem "view_component"
# https://github.com/lookbook-hq/lookbook/issues/712
# TODO: Remove max version constraint when fixed
gem "lookbook", "2.3.11"
gem "hotwire_combobox"
# Background Jobs
gem "connection_pool", "~> 2.5" # pin to 2.x; 3.0 breaks sidekiq 8.x
gem "sidekiq"
gem "sidekiq-cron"
gem "sidekiq-unique-jobs"
# Monitoring
gem "vernier"
gem "rack-mini-profiler"
gem "sentry-ruby"
gem "sentry-rails"
gem "sentry-sidekiq"
gem "posthog-ruby"
gem "logtail-rails"
if ENV["SKYLIGHT_ENABLED"] == "true"
gem "skylight", group: :development, require: false
else
gem "skylight", group: :production
end
# Active Storage
gem "aws-sdk-s3", "~> 1.208.0", require: false
gem "google-cloud-storage", "~> 1.59", require: false
gem "image_processing", ">= 1.2"
# Other
gem "ostruct"
gem "bcrypt", "~> 3.1"
gem "jwt"
gem "jbuilder"
gem "countries"
# OAuth & API Security
gem "doorkeeper"
gem "rack-attack", "~> 6.6"
gem "rack-cors"
gem "pundit"
gem "faraday"
gem "faraday-retry"
gem "faraday-multipart"
gem "inline_svg"
gem "octokit"
gem "pagy"
gem "rails-i18n"
gem "rails-settings-cached"
gem "tzinfo-data", platforms: %i[mswin mswin64 mingw x64_mingw jruby]
gem "csv"
gem "rchardet" # Character encoding detection
gem "redcarpet"
gem "stripe"
gem "plaid"
gem "httparty"
gem "rotp", "~> 6.3"
gem "rqrcode", "~> 3.0"
gem "webauthn", "~> 3.4"
gem "activerecord-import"
gem "rubyzip", "~> 2.3"
gem "pdf-reader", "~> 2.12"
# OpenID Connect, OAuth & SAML authentication
gem "omniauth", "~> 2.1"
gem "omniauth-rails_csrf_protection", ">= 2.0"
gem "omniauth_openid_connect"
gem "omniauth-google-oauth2"
gem "omniauth-github"
gem "omniauth-saml", "~> 2.1"
# State machines
gem "aasm"
gem "after_commit_everywhere", "~> 1.0"
# AI
gem "ruby-openai"
gem "anthropic", "~> 1.0"
gem "langfuse-ruby", "~> 0.1.4", require: "langfuse"
group :development, :test do
gem "debug", platforms: %i[mri mswin mswin64 mingw x64_mingw]
gem "brakeman", require: false
gem "rubocop-rails-omakase", require: false
gem "i18n-tasks"
gem "erb_lint"
gem "dotenv-rails"
end
if ENV["BENCHMARKING_ENABLED"]
gem "dotenv-rails", groups: [ :production ]
end
group :development do
gem "hotwire-livereload"
gem "letter_opener"
gem "ruby-lsp-rails"
gem "web-console"
gem "faker"
gem "benchmark-ips"
gem "stackprof"
gem "derailed_benchmarks"
gem "foreman"
end
group :development, :test do
gem "rspec-rails"
gem "rswag-api"
gem "rswag-specs"
gem "rswag-ui"
end
group :test do
gem "capybara"
gem "selenium-webdriver"
gem "mocha"
gem "vcr"
gem "webmock"
gem "climate_control"
gem "simplecov", require: false
end