[Goals]: Add a long term goal template

packages/desktop-client/src/components/budget/BalanceWithCarryover.tsx

@@ -23,6 +23,7 @@ type BalanceWithCarryoverProps = Omit<
   balance: Binding;
   goal: Binding;
   budgeted: Binding;
+  longGoal: Binding;
   disabled?: boolean;
   carryoverIndicator?: ({ style }: CarryoverIndicatorProps) => JSX.Element;
 };
@@ -54,6 +55,7 @@ export function BalanceWithCarryover({
   balance,
   goal,
   budgeted,
+  longGoal,
   disabled,
   carryoverIndicator = DefaultCarryoverIndicator,
   ...props
@@ -62,11 +64,12 @@ export function BalanceWithCarryover({
   const balanceValue = useSheetValue(balance);
   const goalValue = useSheetValue(goal);
   const budgetedValue = useSheetValue(budgeted);
+  const longGoalValue = useSheetValue(longGoal);
   const isGoalTemplatesEnabled = useFeatureFlag('goalTemplatesEnabled');
   const valueStyle = makeBalanceAmountStyle(
     balanceValue,
     isGoalTemplatesEnabled ? goalValue : null,
-    budgetedValue,
+    longGoalValue === 1 ? balanceValue : budgetedValue,
   );
 
   return (
@@ -86,7 +89,7 @@ export function BalanceWithCarryover({
           makeBalanceAmountStyle(
             value,
             isGoalTemplatesEnabled ? goalValue : null,
-            budgetedValue,
+            longGoalValue === 1 ? balanceValue : budgetedValue,
           )
         }
         style={{

packages/desktop-client/src/components/budget/report/ReportComponents.tsx

@@ -336,6 +336,7 @@ export const CategoryMonth = memo(function CategoryMonth({
               balance={reportBudget.catBalance(category.id)}
               goal={reportBudget.catGoal(category.id)}
               budgeted={reportBudget.catBudgeted(category.id)}
+              longGoal={reportBudget.catLongGoal(category.id)}
               style={{
                 ':hover': { textDecoration: 'underline' },
               }}

packages/desktop-client/src/components/budget/rollover/RolloverComponents.tsx

@@ -322,6 +322,7 @@ export const ExpenseCategoryMonth = memo(function ExpenseCategoryMonth({
             balance={rolloverBudget.catBalance(category.id)}
             goal={rolloverBudget.catGoal(category.id)}
             budgeted={rolloverBudget.catBudgeted(category.id)}
+            longGoal={rolloverBudget.catLongGoal(category.id)}
             style={{
               ':hover': { textDecoration: 'underline' },
             }}

packages/desktop-client/src/components/mobile/budget/BudgetTable.jsx

@@ -317,6 +317,7 @@ const ExpenseCategory = memo(function ExpenseCategory({
   category,
   isHidden,
   goal,
+  longGoal,
   budgeted,
   spent,
   balance,
@@ -336,8 +337,6 @@ const ExpenseCategory = memo(function ExpenseCategory({
   const isGoalTemplatesEnabled = useFeatureFlag('goalTemplatesEnabled');
   const goalTemp = useSheetValue(goal);
   const goalValue = isGoalTemplatesEnabled ? goalTemp : null;
-  const budgetedTemp = useSheetValue(budgeted);
-  const budgetedValue = isGoalTemplatesEnabled ? budgetedTemp : null;
 
   const [budgetType = 'rollover'] = useLocalPref('budgetType');
   const dispatch = useDispatch();
@@ -355,6 +354,14 @@ const ExpenseCategory = memo(function ExpenseCategory({
       ? rolloverBudget.catBalance(category.id)
       : reportBudget.catBalance(category.id),
   );
+  const budgetedtmp = useSheetValue(budgeted);
+  const balancetmp = useSheetValue(balance);
+  const isLongGoal = useSheetValue(longGoal) === 1;
+  const budgetedValue = isGoalTemplatesEnabled
+    ? isLongGoal
+      ? balancetmp
+      : budgetedtmp
+    : null;
 
   const onTransfer = () => {
     dispatch(
@@ -566,6 +573,7 @@ const ExpenseCategory = memo(function ExpenseCategory({
               balance={balance}
               goal={goal}
               budgeted={budgeted}
+              longGoal={longGoal}
               formatter={value => (
                 <Button
                   type="bare"
@@ -1344,6 +1352,11 @@ const ExpenseGroup = memo(function ExpenseGroup({
                   ? reportBudget.catGoal(category.id)
                   : rolloverBudget.catGoal(category.id)
               }
+              longGoal={
+                type === 'report'
+                  ? reportBudget.catLongGoal(category.id)
+                  : rolloverBudget.catLongGoal(category.id)
+              }
               budgeted={
                 type === 'report'
                   ? reportBudget.catBudgeted(category.id)

packages/desktop-client/src/components/modals/ReportBalanceMenuModal.tsx

@@ -70,6 +70,7 @@ export function ReportBalanceMenuModal({
           balance={reportBudget.catBalance(categoryId)}
           goal={reportBudget.catGoal(categoryId)}
           budgeted={reportBudget.catBudgeted(categoryId)}
+          longGoal={reportBudget.catLongGoal(categoryId)}
           carryoverIndicator={({ style }) =>
             DefaultCarryoverIndicator({
               style: {

packages/desktop-client/src/components/modals/RolloverBalanceMenuModal.tsx

@@ -72,6 +72,7 @@ export function RolloverBalanceMenuModal({
           balance={rolloverBudget.catBalance(categoryId)}
           goal={rolloverBudget.catGoal(categoryId)}
           budgeted={rolloverBudget.catBudgeted(categoryId)}
+          longGoal={rolloverBudget.catLongGoal(categoryId)}
           carryoverIndicator={({ style }) =>
             DefaultCarryoverIndicator({
               style: {

packages/loot-core/migrations/1720476142000_goal_context.sql

@@ -0,0 +1,6 @@
+BEGIN TRANSACTION;
+
+ALTER TABLE zero_budgets ADD COLUMN long_goal INTEGER DEFAULT null;
+ALTER TABLE reflect_budgets ADD COLUMN long_goal INTEGER DEFAULT null;
+
+COMMIT;

packages/loot-core/src/client/queries.ts

@@ -240,6 +240,7 @@ export const rolloverBudget = {
   catBalance: id => `leftover-${id}`,
   catCarryover: id => `carryover-${id}`,
   catGoal: id => `goal-${id}`,
+  catLongGoal: id => `long-goal-${id}`,
 };
 
 export const reportBudget = {
@@ -263,4 +264,5 @@ export const reportBudget = {
   catBalance: id => `leftover-${id}`,
   catCarryover: id => `carryover-${id}`,
   catGoal: id => `goal-${id}`,
+  catLongGoal: id => `long-goal-${id}`,
 };

packages/loot-core/src/server/aql/schema/index.ts

@@ -159,6 +159,7 @@ export const schema = {
     amount: f('integer'),
     carryover: f('integer'),
     goal: f('integer'),
+    long_goal: f('integer'),
   },
   zero_budgets: {
     id: f('id'),
@@ -167,6 +168,7 @@ export const schema = {
     amount: f('integer'),
     carryover: f('integer'),
     goal: f('integer'),
+    long_foal: f('integer'),
   },
 };
 

packages/loot-core/src/server/budget/actions.ts

@@ -114,7 +114,7 @@ export function setBudget({
   });
 }
 
-export function setGoal({ month, category, goal }): Promise<void> {
+export function setGoal({ month, category, goal, long_goal }): Promise<void> {
   const table = getBudgetTable();
   const existing = db.firstSync(
     `SELECT id FROM ${table} WHERE month = ? AND category = ?`,
@@ -124,13 +124,15 @@ export function setGoal({ month, category, goal }): Promise<void> {
     return db.update(table, {
       id: existing.id,
       goal,
+      long_goal,
     });
   }
   return db.insert(table, {
     id: `${dbMonth(month)}-${category}`,
     month: dbMonth(month),
     category,
     goal,
+    long_goal,
   });
 }
 

packages/loot-core/src/server/budget/base.ts

@@ -320,6 +320,9 @@ function handleBudgetChange(budget) {
         budget.carryover === 1 ? true : false,
       );
     sheet.get().set(`${sheetName}!goal-${budget.category}`, budget.goal);
+    sheet
+      .get()
+      .set(`${sheetName}!long-goal-${budget.category}`, budget.long_goal);
   }
 }
 

packages/loot-core/src/server/budget/cleanup-template.ts

@@ -214,6 +214,7 @@ async function processCleanup(month: string): Promise<Notification> {
             category: category.id,
             month,
             goal: budgeted - balance,
+            long_goal: 0,
           });
           num_sources += 1;
         } else {

packages/loot-core/src/server/budget/goal-template.pegjs

@@ -1,29 +1,30 @@
 // https://peggyjs.org
 
 expr
-  = priority: priority? _? percentOf:percentOf category: name
-    { return { type: 'percentage', percent: +percentOf.percent, previous: percentOf.prev, category, priority: +priority }}
-  / priority: priority? _? amount: amount _ repeatEvery _ weeks: weekCount _ starting _ starting: date limit: limit?
-    { return { type: 'week', amount, weeks, starting, limit, priority: +priority }}
-  / priority: priority? _? amount: amount _ by _ month: month from: spendFrom? repeat: (_ repeatEvery _ repeat)?
+  = template: template _ percentOf:percentOf category: name
+    { return { type: 'percentage', percent: +percentOf.percent, previous: percentOf.prev, category, priority: template.priority, directive: template.directive }}
+  / template: template _ amount: amount _ repeatEvery _ weeks: weekCount _ starting _ starting: date limit: limit?
+    { return { type: 'week', amount, weeks, starting, limit, priority: template.priority, directive: template.directive }}
+  / template: template _ amount: amount _ by _ month: month from: spendFrom? repeat: (_ repeatEvery _ repeat)?
     { return {
       type: from ? 'spend' : 'by',
       amount,
       month,
       ...(repeat ? repeat[3] : {}),
       from,
-      priority: +priority
+      priority: template.priority, directive: template.directive
     } }
-  / priority: priority? _? monthly: amount limit: limit?
-    { return { type: 'simple', monthly, limit, priority: +priority } }
-  / priority: priority? _? limit: limit
-    { return { type: 'simple', limit , priority: +priority } }
-  / priority: priority? _? schedule _ full:full? name: name
-    { return { type: 'schedule', name, priority: +priority, full } }
-  / priority: priority? _? remainder: remainder
-    { return { type: 'remainder', priority: null, weight: remainder } }
-  / priority: priority? _? 'average'i _ amount: positive _ 'months'i?
-    { return { type: 'average', amount: +amount, priority: +priority }}
+  / template: template _ monthly: amount limit: limit?
+    { return { type: 'simple', monthly, limit, priority: template.priority, directive: template.directive } }
+  / template: template _ limit: limit
+    { return { type: 'simple', limit , priority: template.priority, directive: template.directive } }
+  / template: template _ schedule _ full:full? name: name
+    { return { type: 'schedule', name, priority: template.priority, directive: template.directive, full } }
+  / template: template _ remainder: remainder limit: limit?
+    { return { type: 'remainder', priority: null, directive: template.directive, weight: remainder, limit } }
+  / template: template _ 'average'i _ amount: positive _ 'months'i?
+    { return { type: 'average', amount: +amount, priority: template.priority, directive: template.directive }}
+  / goal: goal amount: amount { return {type: 'simple', amount: amount, priority: null, directive: 'goal' }}
 
 
 repeat 'repeat interval'
@@ -53,8 +54,10 @@ starting = 'starting'i
 upTo = 'up'i _ 'to'i
 schedule = 'schedule'i
 full = 'full'i _ {return true}
-priority = '-'i number: number _ {return number}
+priority = '-'i number: number {return number}
 remainder = 'remainder'i _? weight: positive? { return +weight || 1 }
+template = '#template' priority: priority? {return {priority: +priority, directive: 'template'}}
+goal = '#goal'
 
 _ 'space' = ' '+
 d 'digit' = [0-9]