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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>
55 lines
2.1 KiB
ERB
55 lines
2.1 KiB
ERB
<%# locals: (family:, year:) %>
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<%= turbo_frame_tag "budget_picker" do %>
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<div class="p-3 space-y-4">
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<div class="flex items-center gap-2 justify-between">
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<% last_month_of_previous_year = Date.new(year - 1, 12, 1) %>
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<% if Budget.budget_date_valid?(last_month_of_previous_year, family: family) %>
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<%= link_to picker_budgets_path(year: year - 1, **budget_owner_query), data: { turbo_frame: "budget_picker" }, class: "p-2 flex items-center justify-center hover:bg-surface-hover rounded-md" do %>
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<%= icon "chevron-left" %>
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<% end %>
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<% else %>
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<span class="p-2 flex items-center justify-center text-subdued rounded-md">
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<%= icon "chevron-left", color: "current" %>
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</span>
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<% end %>
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<span class="w-40 text-center px-3 py-2">
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<%= year %>
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</span>
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<% first_month_of_next_year = Date.new(year + 1, 1, 1) %>
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<% if Budget.budget_date_valid?(first_month_of_next_year, family: family) %>
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<%= link_to picker_budgets_path(year: year + 1, **budget_owner_query), data: { turbo_frame: "budget_picker" }, class: "p-2 flex items-center justify-center hover:bg-surface-hover rounded-md" do %>
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<%= icon "chevron-right" %>
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<% end %>
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<% else %>
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<span class="p-2 flex items-center justify-center text-subdued rounded-md">
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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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<div class="grid grid-cols-3 gap-2 text-sm text-center font-medium">
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<% Date::ABBR_MONTHNAMES.compact.each do |month_name| %>
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<% date = Date.strptime("#{month_name}-#{year}", "%b-%Y") %>
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<% param_key = Budget.date_to_param(date) %>
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<% if Budget.budget_date_valid?(date, family: family) %>
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<%= render DS::Link.new(
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variant: "ghost",
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text: month_name,
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href: budget_path(param_key, **budget_owner_query),
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full_width: true,
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frame: :_top
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) %>
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<% else %>
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<span class="px-3 py-2 text-subdued rounded-md"><%= month_name %></span>
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<% end %>
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<% end %>
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</div>
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</div>
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<% end %>
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