rocketc31/budget

Get a grip on your finances.

budget's Issues

Add translations on VueJs component

Choose different Space's offset is off

I would've expected the choose element to be lined up with the menu button.

Ideas-table

In the original Budget, there is an option to suggest ideas, which will be inserted in the Ideas-table.

In this commit you removed the routes for this. In my opinion the table itself can be removed, including the IdeaController and Model.

Mode demo

Implement demo mode in environnement, that permit to run task every day to reset data

Recurring edit in spendings / earnings

When we edit or remove spendings and earnings we don't repercute action on the recurring linked. Add alert to ask to user if we need to edit the recurring too will be nice.

Add more graphs on dashboard

Currently we just have one graph on the dashboard. It will be nice to have more graph with different params (by weeks, by day, on circle graph etc...) (ideas welcome in comments)

Possibility to remove account

Patch issue on some providers

Some providers not allow use of PATCH method. So... It's not possible to update ressources.

Maybe for this inconvenient we can add PUT endpoint and permit to set in .env if PATCH is available. Like that we switch between PUT or PATCH if PATCH is set as not available

Rework blade component to make it with VueJs and Inertia

Blade is nice, but maybe it will be nice to switch it to VueJs by Inertia

Make menu more responsive

Currently menu is not nice on mobile. It will be nice to make more responsive. And in the same time, replace link like /transitions to {{ route('transitions.index')

Rework on email integration and add automatic report on transactions

A nice feature i personal need it's to have cron task who send me an email with all my transactions on the month, resume on a pdf or email (or both) with graph and data. With maybe compare too from the last month. Like "100 transactions more than last month"

Create widget balance for global balance

Currently the widget balance display the balance of current month. It will be nice to have an other widget for display the global balance. Maybe need to optimize it with redis storage for not to have to calculate the balance every time (maybe each time where earning or spending is add / edit / remove ?)

Add GitHub actions for tests/packages/deployement/tags

Original project has actions for all project life. It will be nice to do same things here

Idea : archive global balance every year

Now with the global balance widget we make sum of amount on all data to know global balance.

More time will pass, more data will be added and more ressources will be used for make this calcul.
Additionnaly to the redis cached value of this calcul, maybe the better solution is to archive the global balance on 1st January of every year for start counting global balance based on this value (if she exist) ?

Like transactions can be edited at any time, maybe we can make this value editable too for repercuting some transactions edits (but no automated edits, only manualy).

When creating a transaction, I can only choose one currency

When creating a transaction, I can only choose one currency.

Is this not a better view?

Waiting refund

An idea
Maybe for not forget who need to refurb some money. It will be nice to permit to add this feature.
And maybe run automaticly email on interval

Possibility to remove space when we have more than 1

If i dont say mistake, we can't remove space.

It's good thing to not remove the last space. But if we have more thant 1 space, it will be nice to permit to remove spaces

Of course if we remove some spaces we need to remove all data associated

No flags shown anymore when selecting language

The twemoji-flags.css is deleted in cccf7d1 but a reference still exists: <link rel="stylesheet" href="/twemoji-flags.css" /> in resources\views\app.blade.php

Can't use Yarn with current dependency on matice

Hello,

Could you explain to me what the biggest difference is between the original matice and yours?

I'm having problems to use yours, since I can't access your repo to pull:

[email protected]: Permission denied (publickey).
fatal: Could not read from remote repository.

Please make sure you have the correct access rights
and the repository exists.

I ended up fixing this issue by using yarn add matice

Copy/move record to another Space

Add options to copy/move a record to another Space.

I don't know if this is nice to have, but I found out, especially for the Tags, that you may want to reuse them in another Space. Or maybe if you accidentally created a transaction/budget/tag in the wrong Space, you need to force delete it in Space 1 and re-create it in Space 2.

By adding copy/move actions, you only need to edit the space_id. For a transaction, you need to check if the linked tag exists etc and also update possibly linked budgets, but these kind of rules and actions after moving/copying can be defined per model.

copy-icon

move-icon

Add possibility to change month on reports "most expensive"

Currently we just show a resume of all depenses. It will be nice to show mots expensives tags filtred by month. And possibility to change month like we can change year on weekly-report

After running `php artisan budget:install` my `yarn.lock` is updated

See https://github.com/sebastiaanspeck/budget/commit/0d5aaef08845224d242e4ca72b30bee1a9699cb5 for the contents. Maybe we/you need to update the dependencies (and update composer as well)?

Add possibility to order table on transactions pages

Additional to an other issues, it will be nice to add order actions on the table in transitions pages

Add trash remove fonctionnality

All data removed are in trash. But we never remove definitively or add possibility to restore removed data.

It will be nice to add this pour transactions.
Maybe add too a feature who remove on cron job every X days data in trash

Rework on plan testing

It's seem to be difficult to runs tests on local env (database not refresh on all runs). When trying to use Trait RefreshDatabase, some broken error display.

It will be nice to go see all test and rewrite if necessary some tests

Add possibility to change month on transitions page

Currently we have all transactions displayed. Maybe add more flexibility (can select month and year ?).

Add BudgetCommand class to align `budget:install` and `budget:update`

We have budget:install and budget:update. Both use some similar functionality (execute shell commands and use npm or yarn) but both do it in a different way. Maybe create a BudgetCommand-class that has those kind of functionality in it.

Make possibility to display more tags on dashboard

Currently Dashboard display max 3 tags resume. It will be nice to add "load more" button to display all tags

Use formattedAmount in more places

Right now, we use formattedAmount only in the mostExpensiveTags, but it's off with the other widgets. In the Netherlands (and probably as well in France), we use "," as separator when using a double.

Also maybe check how we want to co-op with this separator issue when creating a transaction/budget and entering an amount. The regex also fails if you enter 10.5, this needs to be resolved to 10.50 as amount (maybe create a new issue for this).

Make transitions page more responsive

New tabs for display transactions

A long list for show transactions is not perfect to show categorised transactions. So we can add a new tab to show transactions PER category and on top category show the total.

Additionnaly, we can permit to used to save his preference tab order to display.

Le filter pannel is not perfect. Maybe we can delete it like this will be replace by the new tab ? Or minima hide it by default

Can't purge/purge_all transactions

When clicking on purge_all on the trash page for transactions, I get a 403 - Not Authorized.

When clicking on a single purge on the trash page for transactions, I get a 404 - Not Found.

When looking into the logic for purge/purge_all, it raised a question. Why do we check when a single purge is done if the record belongs to the user, but when we purge_all, we just delete all without checking if the record belongs to the user.

Create transaction table and remove earning and spending

Like earning and spending are similary. It will be good thing to merge the two one on only one table : transaction

• Négative value will be spending
• Positive value will be earning
• Like that, the spending can have tag too
• That will simplify the logic of index controller for transactions

Refresh theme choice on login and logout

Like we use VueJS, we haven't refresh to refresh theme class on application on login or logout. So it will be nice to add this. Like when we change theme on preference

Interconnect with Bank

Some premium app for follow finance, use bank synchronisation.
It will be nice to add this features for automaticly sync transactions

• Find open source project for do that
• If not good, use Plaid or Nordigen
• Implement connection (link to space ?)
• Add 2 possibility : fetch transactions from brank but not add on budget transactions (need to select manually) or activate automatic synchro, and add all new transactions on budget with rules mapping from parsing description of transactions

More actions on budgets

Budgets fonctionnality can just create a budget, but no delete or edit is available.
Vue is very simple.

Maybe it will be nice to add delete/trash/edit for this.
And why not add emails for bilan

Change the month on dashboard

Currently we show the current month on the dashboard. No possibility to change for show older month and older stats. It will be nice to have that (maybe separate the component of displaying data from dashboard for more flexibility)

Switch Laravel Mix to Vite

Follow https://github.com/laravel/vite-plugin/blob/main/UPGRADE.md#migrating-from-laravel-mix-to-vite
to migrate laravel mix to vite

Add more details for the direction of this fork

If this fork run more faster than original project. Maybe it will be nice to mention the original project on README and explain this project turn on an other way. Continue to use original name and communicate as "budget". But if direction is totally different, maybe think about have personal identity (but always add link to the original)

Block register button if disabled

When the application disabled registration. We can see the button and click on it. And inertia take a 404 page