feat(config): edit the allocation tree in the web UI #6

Merged

rubenjr0 merged 4 commits from feat/config-ui into main

2026-10-18 17:46:04 +00:00

rubenjr0 commented

2026-10-18 17:21:14 +00:00

Owner

Add a /config page. It edits the allocation tree.

New budgit-config crate. It parses, validates, and stores the config.
New configs table (migration included).
The editor starts from the live tree. Link from the header.
A saved config applies at the next rollover.
config.yaml now uses the allocations: key.
Rollover and error mapping are simplified.

Add a /config page. It edits the allocation tree. - New budgit-config crate. It parses, validates, and stores the config. - New configs table (migration included). - The editor starts from the live tree. Link from the header. - A saved config applies at the next rollover. - config.yaml now uses the allocations: key. - Rollover and error mapping are simplified.

rubenjr0 added 1 commit

2026-10-18 17:21:15 +00:00

feat(config): edit the allocation tree from the web, applied at the next rollover 373def0235

Phase 9a of PLAN.md.

- configs table: append-only config versions; the newest is current. Saves
  carry the base version and are refused when stale.
- crates/config (budgit-config): ConfigDoc parse/validate shared by web and
  CLI. The document is a map with a `tree:` key. Siblings must sum to 100,
  names must be unique, and an unknown `period` is an error (it used to
  fall back to monthly). YAML errors carry line and column.
- seed::plan_reconcile: pure preview of a tree change (added, moved,
  percentage and period changes, retired, money that would be lost).
- A save whose tree would lose money is refused; the rollover checks again.
  remap_carryover fails with a typed UnreplacedMoney.
- Rollovers (web and CLI) apply the saved config's tree. The rollover card
  lists pending tree changes.
- /config page (raw YAML editor, check, save, history/load), only with
  BUDGIT_CONFIG_EDIT=1.
- CLI: rollover --config saves the file first; seed on an existing tree only
  saves config.yaml.

rubenjr0 added 1 commit

2026-10-18 17:29:46 +00:00

refactor: simplify rollover, error mapping and config plumbing be81eb9728

- month::rollover takes an optional tree; rollover_with_tree is gone.
- NegativeIncome is its own error, so web maps errors by two flat lists
  (bad input -> 400, conflict -> 409).
- Procedures return Result<_, String> through one store::refused helper.
- StaleConfig is a unit struct; config::save reuses the history query.
- budgit_config::pending returns just the plan; seed reads config.yaml once.
- YearMonth from &MonthSummary; has_tree uses first().
- Tighter doc comments.

rubenjr0 added 2 commits

2026-10-18 17:42:58 +00:00

fix(config): drop the BUDGIT_CONFIG_EDIT gate; link /config from the header d44d083fd9

The gate protected nothing: the rest of the app (rollover, income,
transactions) is already open, and a tree change only applies at the next
rollover after the same checks.

feat(config): green config button, editor starts from the live tree, allocations: key 71c4454f67

- Header link to /config is a green button.
- With no saved config, the editor loads the live tree rendered as YAML
  (budgit_config::render_live) instead of starting empty; the caption says
  where the text came from and follows saves.
- The document's top-level key is allocations: (was tree:).

rubenjr0 changed title from ~~WIP: feat(config): edit the allocation tree from the web, applied at the next rollover~~ to feat(config): edit the allocation tree in the web UI

2026-10-18 17:45:18 +00:00

rubenjr0 merged commit 8a8a33e53f into main

2026-10-18 17:46:04 +00:00

rubenjr0 referenced this pull request from a commit

2026-10-18 17:46:05 +00:00

feat(config): edit the allocation tree in the web UI (#6)

rubenjr0 deleted branch feat/config-ui

2026-10-18 17:46:07 +00:00