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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>
48 lines
1.9 KiB
ERB
48 lines
1.9 KiB
ERB
<%= content_for :header_nav do %>
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<%= render "budgets/budget_nav", budget: @budget %>
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<% end %>
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<%= content_for :previous_path, budget_path(@budget, **budget_owner_query) %>
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<%= content_for :cancel_path, budget_path(@budget, **budget_owner_query) %>
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<div>
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<div class="space-y-4">
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<div class="text-center space-y-2">
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<h1 class="text-3xl text-primary font-medium"><%= t(".setup_title") %></h1>
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<p class="text-secondary text-sm max-w-sm mx-auto">
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<%= t(".setup_description") %>
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</p>
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</div>
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<div class="mx-auto max-w-lg">
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<%= styled_form_with model: @budget, url: budget_path(@budget, **budget_owner_query), class: "space-y-3", data: { controller: "budget-form" } do |f| %>
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<%= f.money_field :budgeted_spending, label: t(".budgeted_spending"), required: true, disable_currency: true %>
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<%= f.money_field :expected_income, label: t(".expected_income"), required: true, disable_currency: true %>
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<% if @budget.estimated_income && @budget.estimated_spending %>
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<div class="border border-tertiary rounded-lg p-3 flex">
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<%= icon "sparkles" %>
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<div class="ml-2 space-y-1 text-sm">
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<h4 class="text-primary"><%= t(".autosuggest_title") %></h4>
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<p class="text-secondary">
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<%= t(".autosuggest_description") %>
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</p>
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</div>
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<%= render DS::Toggle.new(
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id: "auto_fill",
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data: {
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action: "change->budget-form#toggleAutoFill",
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budget_form_income_param: { key: "budget_expected_income", value: sprintf("%.2f", @budget.estimated_income) },
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budget_form_spending_param: { key: "budget_budgeted_spending", value: sprintf("%.2f", @budget.estimated_spending) }
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}
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) %>
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</div>
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<% end %>
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<%= f.submit t(".continue") %>
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<% end %>
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</div>
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</div>
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</div>
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