Files
acmcc/supabase
admin 215ecb3153 Budget Workbook: replace Budget Management with a YTD-actuals workbook
/dashboard/budget-management now renders a Budget Workbook that pulls YTD
actuals (from the accounting GL, through a chosen month), derives a monthly
average (YTD/N), takes a per-line inflation %, and projects an annual budget
(avg x 12 x (1+infl)). Footer rolls up annual budget / 12 / # units = per-unit
monthly assessment. Income + expense sections; all imported fields editable.

- Standalone saved worksheet (accounting.budget_workbooks/_lines, RLS like accounts)
- "Push to Budget" writes projected/12 into accounting.budgets + budget_entries
- Uses accounting.accounts (synced with the Accounting dashboard COA) and paginates
  the GL fetch (1000-row cap). Nav relabeled Budget Management -> Budget Workbook.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-09 16:29:25 -04:00
..