mirror of
https://github.com/we-promise/sure.git
synced 2026-09-05 14:51:15 +00:00
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>
23 lines
1.2 KiB
ERB
23 lines
1.2 KiB
ERB
<%# locals: (switch_options:, switch_path:) %>
|
|
|
|
<%# The shared .segmented-control track (bg-gray-50) is too close to both
|
|
the page background (bg-surface, also gray-50) and a white card
|
|
(bg-container) to read as its own control. Override it with
|
|
bg-surface-inset, the same track color DS::Tabs uses for Budgeted/Actual
|
|
on this same page — a utility class beats the component's own
|
|
`@apply bg-gray-50` in the cascade, so this doesn't touch the shared
|
|
CSS or affect other .segmented-control consumers (category filter). %>
|
|
<%= render DS::SegmentedControl.new(full_width: true, aria_label: t("budgets.switcher.aria_label"), class: "bg-surface-inset") do |sc| %>
|
|
<% switch_options.each do |option| %>
|
|
<% segment_content = capture do %>
|
|
<% if option[:icon] %>
|
|
<%= icon(option[:icon], size: "xs", color: "current") %>
|
|
<% else %>
|
|
<%= render Goals::AvatarComponent.new(name: option[:label], size: "sm") %>
|
|
<% end %>
|
|
<span class="ml-1.5"><%= option[:label] %></span>
|
|
<% end %>
|
|
<% sc.with_segment segment_content, active: option[:active], href: switch_path.call(option[:owner_param]) %>
|
|
<% end %>
|
|
<% end %>
|