README

This README would normally document whatever steps are necessary to get the application up and running.

Things you may want to cover:

Development

Ruby version

Use a ruby dependency manager like rbenv or asdf. The supported ruby version is stated in the .ruby-version file

Setup

1. Install postgres

brew install postgresql

2. Run postgres as a brew service

brew services start postgresql

3. Install Make

brew install make

4. Prepare the development environment

make prepare

5. Run the server

bin/rails s

Note: It's important to create a .env.development.local file and add your valid GoCardless credentials as per .env format to fully leverage the application's functionalities. To learn more about .env files, please read this.

Useful Tasks

1. Sync the Institutions from GoCardless

bundle exec rake institutions_data:sync

Installing git hooks

You might install the provided git hooks to prevent committing changes that do not conform to the established style guide.

For such please install pre-commit in your system. Refer to the docs on how to install it.

Once set up, you will need to install the hooks in your local repository. Please run:

pre-commit install

After a successful execution, the commit hoo will trigger when committing files.

Testing

make test

Linting

make lint

Domain

✅ A budget is a collection of categories. ✅ A category has a name and an allocated_amount per month. ✅ A target amount is the desired allocated amount for a given category A category can be:

• overspent when the sum of movements is greater than the allocated_amount
• underfunded when the allocated_amount is smaller than the target amount
• funded when the allocated_amount is equal or greater than the target_amount and the sum of movements is fewer tham the allocated_amount

The allocated_amount of a category is depleted by each movement. A movement belongs to an account. It can be a credit or a debit. ✅ A credit is a money movement flowing out of your account. ✅ A debit is a money movement flowing into your account. ✅ A movement has a payer. ✅ A movement can be assigned to a category Every unassigned movement will be considered Ready to asign funds, i.e funds to be added to the budget.