Add budget CRUD operations and progress calculation

outlay-core/src/db.rs

@@ -387,6 +387,89 @@ impl Database {
         rows.collect()
     }
 
+    // -- Budgets --
+
+    pub fn set_budget(&self, category_id: i64, month: &str, amount: f64) -> SqlResult<()> {
+        self.conn.execute(
+            "INSERT OR REPLACE INTO budgets (category_id, amount, month) VALUES (?1, ?2, ?3)",
+            params![category_id, amount, month],
+        )?;
+        Ok(())
+    }
+
+    pub fn get_budget(&self, category_id: i64, month: &str) -> SqlResult<Option<Budget>> {
+        match self.conn.query_row(
+            "SELECT id, category_id, amount, month FROM budgets WHERE category_id = ?1 AND month = ?2",
+            params![category_id, month],
+            |row| {
+                Ok(Budget {
+                    id: row.get(0)?,
+                    category_id: row.get(1)?,
+                    amount: row.get(2)?,
+                    month: row.get(3)?,
+                })
+            },
+        ) {
+            Ok(b) => Ok(Some(b)),
+            Err(rusqlite::Error::QueryReturnedNoRows) => Ok(None),
+            Err(e) => Err(e),
+        }
+    }
+
+    pub fn list_budgets_for_month(&self, month: &str) -> SqlResult<Vec<Budget>> {
+        let mut stmt = self.conn.prepare(
+            "SELECT id, category_id, amount, month FROM budgets WHERE month = ?1"
+        )?;
+        let rows = stmt.query_map(params![month], |row| {
+            Ok(Budget {
+                id: row.get(0)?,
+                category_id: row.get(1)?,
+                amount: row.get(2)?,
+                month: row.get(3)?,
+            })
+        })?;
+        rows.collect()
+    }
+
+    pub fn delete_budget(&self, id: i64) -> SqlResult<()> {
+        self.conn.execute("DELETE FROM budgets WHERE id = ?1", params![id])?;
+        Ok(())
+    }
+
+    pub fn get_budget_progress(
+        &self,
+        category_id: i64,
+        month: &str,
+    ) -> SqlResult<Option<(f64, f64, f64)>> {
+        let budget = match self.get_budget(category_id, month)? {
+            Some(b) => b,
+            None => return Ok(None),
+        };
+
+        let spent: f64 = self.conn.query_row(
+            "SELECT COALESCE(SUM(amount * exchange_rate), 0.0) FROM transactions
+             WHERE category_id = ?1 AND date LIKE ?2 AND type = 'expense'",
+            params![category_id, format!("{}%", month)],
+            |row| row.get(0),
+        )?;
+
+        let pct = if budget.amount > 0.0 {
+            (spent / budget.amount) * 100.0
+        } else {
+            0.0
+        };
+
+        Ok(Some((budget.amount, spent, pct)))
+    }
+
+    pub fn copy_budgets(&self, from_month: &str, to_month: &str) -> SqlResult<()> {
+        let budgets = self.list_budgets_for_month(from_month)?;
+        for b in &budgets {
+            self.set_budget(b.category_id, to_month, b.amount)?;
+        }
+        Ok(())
+    }
+
     // -- Exchange Rates --
 
     pub fn get_cached_rate(&self, base: &str, target: &str) -> SqlResult<Option<ExchangeRate>> {
@@ -728,4 +811,104 @@ mod tests {
         ).unwrap();
         assert_eq!(count, 20);
     }
+
+    #[test]
+    fn test_set_and_get_budget() {
+        let db = Database::open_in_memory().unwrap();
+        let cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
+        let cat_id = cats[0].id;
+
+        db.set_budget(cat_id, "2026-03", 500.0).unwrap();
+        let budget = db.get_budget(cat_id, "2026-03").unwrap().unwrap();
+        assert_eq!(budget.category_id, cat_id);
+        assert!((budget.amount - 500.0).abs() < 0.01);
+        assert_eq!(budget.month, "2026-03");
+    }
+
+    #[test]
+    fn test_set_budget_updates_existing() {
+        let db = Database::open_in_memory().unwrap();
+        let cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
+        let cat_id = cats[0].id;
+
+        db.set_budget(cat_id, "2026-03", 500.0).unwrap();
+        db.set_budget(cat_id, "2026-03", 750.0).unwrap();
+        let budget = db.get_budget(cat_id, "2026-03").unwrap().unwrap();
+        assert!((budget.amount - 750.0).abs() < 0.01);
+    }
+
+    #[test]
+    fn test_list_budgets_for_month() {
+        let db = Database::open_in_memory().unwrap();
+        let cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
+
+        db.set_budget(cats[0].id, "2026-03", 500.0).unwrap();
+        db.set_budget(cats[1].id, "2026-03", 300.0).unwrap();
+        db.set_budget(cats[0].id, "2026-04", 600.0).unwrap();
+
+        let march = db.list_budgets_for_month("2026-03").unwrap();
+        assert_eq!(march.len(), 2);
+
+        let april = db.list_budgets_for_month("2026-04").unwrap();
+        assert_eq!(april.len(), 1);
+    }
+
+    #[test]
+    fn test_delete_budget() {
+        let db = Database::open_in_memory().unwrap();
+        let cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
+        let cat_id = cats[0].id;
+
+        db.set_budget(cat_id, "2026-03", 500.0).unwrap();
+        let budget = db.get_budget(cat_id, "2026-03").unwrap().unwrap();
+        db.delete_budget(budget.id).unwrap();
+        assert!(db.get_budget(cat_id, "2026-03").unwrap().is_none());
+    }
+
+    #[test]
+    fn test_budget_progress() {
+        let db = Database::open_in_memory().unwrap();
+        let cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
+        let cat_id = cats[0].id;
+
+        db.set_budget(cat_id, "2026-03", 500.0).unwrap();
+
+        let txn = NewTransaction {
+            amount: 200.0,
+            transaction_type: TransactionType::Expense,
+            category_id: cat_id,
+            currency: "USD".to_string(),
+            exchange_rate: 1.0,
+            note: None,
+            date: NaiveDate::from_ymd_opt(2026, 3, 15).unwrap(),
+            recurring_id: None,
+        };
+        db.insert_transaction(&txn).unwrap();
+
+        let (budget_amt, spent, pct) = db.get_budget_progress(cat_id, "2026-03").unwrap().unwrap();
+        assert!((budget_amt - 500.0).abs() < 0.01);
+        assert!((spent - 200.0).abs() < 0.01);
+        assert!((pct - 40.0).abs() < 0.01);
+    }
+
+    #[test]
+    fn test_budget_progress_no_budget() {
+        let db = Database::open_in_memory().unwrap();
+        let cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
+        assert!(db.get_budget_progress(cats[0].id, "2026-03").unwrap().is_none());
+    }
+
+    #[test]
+    fn test_copy_budgets() {
+        let db = Database::open_in_memory().unwrap();
+        let cats = db.list_categories(Some(TransactionType::Expense)).unwrap();
+
+        db.set_budget(cats[0].id, "2026-03", 500.0).unwrap();
+        db.set_budget(cats[1].id, "2026-03", 300.0).unwrap();
+
+        db.copy_budgets("2026-03", "2026-04").unwrap();
+
+        let april = db.list_budgets_for_month("2026-04").unwrap();
+        assert_eq!(april.len(), 2);
+    }
 }