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Monthly allocation like recurring items: automatic done/partial, reco… - #51

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joaoguimaraespro merged 1 commit into
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feat/allocation-proposals
Oct 7, 2026
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joaoguimaraespro merged 1 commit into
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feat/allocation-proposals

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…rd the rest, pending in notifications

  • Each bucket's status follows what was set aside against its target (to do / partial / done); a status picked by hand still wins, and 'Automatic' (DELETE /api/allocation-checks/{period}/{bucket}) goes back.
  • 'Record' opens the quick-add dialog prefilled: investment contribution or savings, the bucket, the amount left and the date.
  • Notification centre: once the month's income is in, every bucket not fully set aside appears with the amount left and Record / Not this month (AllocationNotificationSource, read-only like the others).
  • Tests: AllocationProgress theory, notification integration test, prefill and status helpers.

…rd the rest, pending in notifications

- Each bucket's status follows what was set aside against its target (to do / partial / done); a status
  picked by hand still wins, and 'Automatic' (DELETE /api/allocation-checks/{period}/{bucket}) goes back.
- 'Record' opens the quick-add dialog prefilled: investment contribution or savings, the bucket, the amount
  left and the date.
- Notification centre: once the month's income is in, every bucket not fully set aside appears with the
  amount left and Record / Not this month (AllocationNotificationSource, read-only like the others).
- Tests: AllocationProgress theory, notification integration test, prefill and status helpers.
@joaoguimaraespro
joaoguimaraespro merged commit a76b4ea into main Oct 7, 2026
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@joaoguimaraespro
joaoguimaraespro deleted the feat/allocation-proposals branch October 7, 2026 09:53
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