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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>
57 lines
1.8 KiB
ERB
57 lines
1.8 KiB
ERB
<%# locals: (budget:, previous_budget:, next_budget:, latest_budget:) %>
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<div class="flex items-center gap-1 mb-4">
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<div class="flex items-center gap-2">
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<% if budget.previous_budget_param %>
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<%= render DS::Link.new(
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variant: "icon",
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icon: "chevron-left",
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href: budget_path(budget.previous_budget_param, **budget_owner_query),
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) %>
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<% else %>
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<span class="text-subdued">
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<%= icon "chevron-left", color: "current" %>
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</span>
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<% end %>
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<% if budget.next_budget_param %>
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<%= render DS::Link.new(
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variant: "icon",
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icon: "chevron-right",
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href: budget_path(budget.next_budget_param, **budget_owner_query),
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) %>
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<% else %>
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<span class="text-subdued">
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<%= icon "chevron-right", color: "current" %>
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</span>
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<% end %>
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</div>
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<%= render DS::Popover.new(variant: "button") do |popover| %>
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<% popover.with_button class: "flex items-center gap-1 hover:bg-surface-hover cursor-pointer rounded-md p-2" do %>
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<span class="text-primary font-medium text-lg lg:text-base">
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<%= @budget.name %>
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</span>
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<%= icon("chevron-down") %>
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<% end %>
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<% popover.with_custom_content do %>
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<%= render "budgets/picker", family: Current.family, year: budget.start_date.year %>
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<% end %>
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<% end %>
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<div class="ml-auto">
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<%= render DS::Link.new(
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text: t(".today"),
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variant: "outline",
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href: budget_path(Budget.date_to_param(Date.current), **budget_owner_query),
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) %>
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</div>
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</div>
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<% if @switch_options.present? && @switch_options.size > 1 %>
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<div class="mb-4">
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<%= render "budgets/owner_switcher", switch_options: @switch_options, switch_path: ->(owner_param) { budget_path(budget.to_param, owner: owner_param) } %>
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</div>
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<% end %>
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