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Budget item is a single category for the Budget

• budget_id
• category_id
• planned_amount
• planned_currency
• description
• order
• belongs_to budget

https://github.com/plashchynski/crono/blob/6881109934fdf10c1a93d07c823282159a35471b/lib/crono/period.rb

Put the validation to TransferForm #30

• Any number of BudgetItems
• "Add" button
• "Drop" button in each row
• Budget form layout should correspond to the #show view
• Columns for the show view: Category, Budgeted, Outflow, Balance
• Columns for the new view: Category, Budgeted, Memo
• Edit view form shows full table, with calculated fields in r/o mode

• Source account
• Destination account
• Amount
• Currency
• Timestamp (datepicker)

Optional!

Balance updates should be filtered from ordinary transactions during report generation.

Drop Const::CURRENCY_CODES.

• Convert from Transaction#currency to Account#currency
• Use recent rates
• Don't hit rates provider if Transaction#currency == Account#currency (set rate to 1.0)
• Save rate to DB table
• Update calculated value on record update
• Don't update rate on record update

• Manual download on demand
• Show on separate page

• Flash
• Inline messages

  <div class="form-group<%= ' has-error' if @form.errors[:amount] %>">
    <%= form.label :amount, class: 'control-label' %>
    <%= form.text_field :amount, placeholder: 'Amount', class: 'form-control', autofocus: true %>
    <% if @form.errors[:amount] %>
      <span class="help-block"><%= @form.errors[:amount].join(', ') %></span>
    <% end %>
  </div>

• Don't show in edit form.
• Create Reconciliation via after_created.

• Account page
• Account for
• Reconciliation form

auto_annotate.rb:

# NOTE: only doing this in development as some production environments (Heroku)
# NOTE: are sensitive to local FS writes, and besides -- it's just not proper
# NOTE: to have a dev-mode tool do its thing in production.
if Rails.env.development?
  task :set_annotation_options do
    # You can override any of these by setting an environment variable of the
    # same name.
    Annotate.set_defaults({
      'position_in_routes'   => "before",
      'position_in_class'    => "before",
      'position_in_test'     => "before",
      'position_in_fixture'  => "before",
      'position_in_factory'  => "before",
      'show_indexes'         => "true",
      'simple_indexes'       => "false",
      'model_dir'            => "app/models",
      'include_version'      => "false",
      'require'              => "",
      'exclude_tests'        => "false",
      'exclude_fixtures'     => "false",
      'exclude_factories'    => "false",
      'ignore_model_sub_dir' => "false",
      'skip_on_db_migrate'   => "false",
      'format_bare'          => "true",
      'format_rdoc'          => "false",
      'format_markdown'      => "false",
      'sort'                 => "false",
      'force'                => "false",
      'trace'                => "false",
    })
  end

  Annotate.load_tasks
end

• Enum field: Inflow/Outflow
• Add a switch to the view
• Add a marker to the table items
• Update Account#total calculation

With datepicker.

"Budget" is a budgeting period record.

• started_at
• finished_at
• description
• has_many budget_items

• Pick from latest Reconciliation (LR) for the Account (A)
• Use "null" Reconciliation for LR, with amount: 0 and created_at: Transaction.first.created_at, if there are no Reconciliation record for A.
• Pick all Transactions (Ts) for A, where created_at > LR.created_at
• Result is LR.amount + sum(Ts.map { T.converted_amount(Account.currency, Rate.closest_to(T.created_at)) })

• Category belongs_to Metacategory
• Metacategory has_may Categories
• Editor near the Categories view

• Categories#index — shows the full list of categories
• Categories#edit — opens a dynamic form to edit categories list

• Default is today.
• Use the value as Reconciliation#created_at.

• Create BC if not exists
• Create Budget if not exists
• Use callbacks
• Drop BC after Budget

• Scaffold
• URL uses Year and Month
• Empty page if there is no Budget record for the date
• "Create budget" action on empty page
• "Reuse last month budget" action on empty page
• Show "Edit budget" button after it was created
• Show full list of transactions on the month page
• Show a row of buttons for each month of the year
• Previous year button linked to PreviousYear/December
• Next year button linked to NextYear/January
• Current month is highlighted
• Current page month is highlighted too
• Memo for budgeting period