Feature/budget

app/lib/database/database_helper.dart

@@ -149,6 +149,24 @@ class DatabaseHelper {
       )
     ''');
 
+    // Budgets table
+    await db.execute('''
+      CREATE TABLE budgets (
+        id INTEGER PRIMARY KEY AUTOINCREMENT,
+        name TEXT NOT NULL,
+        type TEXT NOT NULL,
+        amount REAL NOT NULL,
+        categoryId INTEGER,
+        startDate TEXT NOT NULL,
+        endDate TEXT,
+        rollover INTEGER NOT NULL DEFAULT 0,
+        alertThreshold REAL NOT NULL DEFAULT 80.0,
+        isActive INTEGER NOT NULL DEFAULT 1,
+        createdAt TEXT NOT NULL,
+        updatedAt TEXT
+      )
+    ''');
+
     // Receiver category mappings table
     await db.execute('''
       CREATE TABLE receiver_category_mappings (
@@ -189,8 +207,14 @@ class DatabaseHelper {
     await db.execute('CREATE INDEX idx_accounts_bank ON accounts(bank)');
     await db.execute(
         'CREATE INDEX idx_accounts_accountNumber ON accounts(accountNumber)');
-    await db.execute(
-        'CREATE INDEX idx_accounts_profileId ON accounts(profileId)');
+    await db.execute('CREATE INDEX idx_budgets_type ON budgets(type)');
+    await db
+        .execute('CREATE INDEX idx_budgets_categoryId ON budgets(categoryId)');
+    await db.execute('CREATE INDEX idx_budgets_isActive ON budgets(isActive)');
+    await db
+        .execute('CREATE INDEX idx_budgets_startDate ON budgets(startDate)');
+    await db
+        .execute('CREATE INDEX idx_accounts_profileId ON accounts(profileId)');
     await db.execute(
         'CREATE INDEX idx_transactions_profileId ON transactions(profileId)');
 
@@ -443,6 +467,37 @@ class DatabaseHelper {
     }
 
     if (oldVersion < 14) {
+      // Add budgets table for version 14
+      try {
+        await db.execute('''
+          CREATE TABLE IF NOT EXISTS budgets (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            name TEXT NOT NULL,
+            type TEXT NOT NULL,
+            amount REAL NOT NULL,
+            categoryId INTEGER,
+            startDate TEXT NOT NULL,
+            endDate TEXT,
+            rollover INTEGER NOT NULL DEFAULT 0,
+            alertThreshold REAL NOT NULL DEFAULT 80.0,
+            isActive INTEGER NOT NULL DEFAULT 1,
+            createdAt TEXT NOT NULL,
+            updatedAt TEXT
+          )
+        ''');
+        await db.execute(
+            'CREATE INDEX IF NOT EXISTS idx_budgets_type ON budgets(type)');
+        await db.execute(
+            'CREATE INDEX IF NOT EXISTS idx_budgets_categoryId ON budgets(categoryId)');
+        await db.execute(
+            'CREATE INDEX IF NOT EXISTS idx_budgets_isActive ON budgets(isActive)');
+        await db.execute(
+            'CREATE INDEX IF NOT EXISTS idx_budgets_startDate ON budgets(startDate)');
+        print("debug: Added budgets table");
+      } catch (e) {
+        print("debug: Error adding budgets table (might already exist): $e");
+      }
+
       // Add receiver category mappings table for version 14
       try {
         await db.execute('''
@@ -463,7 +518,8 @@ class DatabaseHelper {
         );
         print("debug: Added receiver_category_mappings table");
       } catch (e) {
-        print("debug: Error adding receiver_category_mappings table (might already exist): $e");
+        print(
+            "debug: Error adding receiver_category_mappings table (might already exist): $e");
       }
     }
 
@@ -473,11 +529,12 @@ class DatabaseHelper {
         // Add profileId to accounts table
         await db.execute('ALTER TABLE accounts ADD COLUMN profileId INTEGER');
         print("debug: Added profileId column to accounts table");
-        
+
         // Add profileId to transactions table
-        await db.execute('ALTER TABLE transactions ADD COLUMN profileId INTEGER');
+        await db
+            .execute('ALTER TABLE transactions ADD COLUMN profileId INTEGER');
         print("debug: Added profileId column to transactions table");
-        
+
         // Create indexes for better query performance
         await db.execute(
           "CREATE INDEX IF NOT EXISTS idx_accounts_profileId ON accounts(profileId)",
@@ -486,21 +543,21 @@ class DatabaseHelper {
           "CREATE INDEX IF NOT EXISTS idx_transactions_profileId ON transactions(profileId)",
         );
         print("debug: Created indexes for profileId columns");
-        
+
         // Migrate existing data: assign all existing accounts/transactions to active profile
         // Get active profile ID (or first profile if none active)
         // Access SharedPreferences directly to avoid circular dependency during migration
         final prefs = await SharedPreferences.getInstance();
         int? activeProfileId = prefs.getInt('active_profile_id');
-        
+
         if (activeProfileId == null) {
           // Get first profile from database
           final profileResult = await db.query(
             'profiles',
             orderBy: 'createdAt ASC',
             limit: 1,
           );
-          
+
           if (profileResult.isNotEmpty) {
             activeProfileId = profileResult.first['id'] as int?;
             if (activeProfileId != null) {
@@ -519,24 +576,26 @@ class DatabaseHelper {
             await prefs.setInt('active_profile_id', activeProfileId);
           }
         }
-        
+
         // Update all existing accounts to use active profile
         await db.update(
           'accounts',
           {'profileId': activeProfileId},
           where: 'profileId IS NULL',
         );
         print("debug: Migrated existing accounts to profile $activeProfileId");
-        
+
         // Update all existing transactions to use active profile
         await db.update(
           'transactions',
           {'profileId': activeProfileId},
           where: 'profileId IS NULL',
         );
-        print("debug: Migrated existing transactions to profile $activeProfileId");
+        print(
+            "debug: Migrated existing transactions to profile $activeProfileId");
       } catch (e) {
-        print("debug: Error adding profileId columns (might already exist): $e");
+        print(
+            "debug: Error adding profileId columns (might already exist): $e");
       }
     }
   }

app/lib/main.dart

@@ -4,6 +4,7 @@ import 'package:provider/provider.dart';
 import 'package:totals/providers/insights_provider.dart';
 import 'package:totals/providers/theme_provider.dart';
 import 'package:totals/providers/transaction_provider.dart';
+import 'package:totals/providers/budget_provider.dart';
 import 'package:totals/screens/home_page.dart';
 import 'package:totals/database/migration_helper.dart';
 import 'package:totals/services/account_sync_status_service.dart';
@@ -50,6 +51,7 @@ class MyApp extends StatelessWidget {
       providers: [
         ChangeNotifierProvider(create: (_) => ThemeProvider()),
         ChangeNotifierProvider(create: (_) => TransactionProvider()),
+        ChangeNotifierProvider(create: (_) => BudgetProvider()),
 
         // we need insights provider to use the existing transacton provider instead of using
         // a new transaction provider instance.

app/lib/models/budget.dart

@@ -0,0 +1,144 @@
+class Budget {
+  final int? id;
+  final String name;
+  final String type; // 'daily', 'monthly', 'yearly', 'category'
+  final double amount;
+  final int? categoryId;
+  final DateTime startDate;
+  final DateTime? endDate;
+  final bool rollover;
+  final double alertThreshold; // 0-100 percentage
+  final bool isActive;
+  final DateTime createdAt;
+  final DateTime? updatedAt;
+
+  Budget({
+    this.id,
+    required this.name,
+    required this.type,
+    required this.amount,
+    this.categoryId,
+    required this.startDate,
+    this.endDate,
+    this.rollover = false,
+    this.alertThreshold = 80.0,
+    this.isActive = true,
+    required this.createdAt,
+    this.updatedAt,
+  });
+
+  factory Budget.fromDb(Map<String, dynamic> row) {
+    return Budget(
+      id: row['id'] as int?,
+      name: (row['name'] as String?) ?? '',
+      type: (row['type'] as String?) ?? 'monthly',
+      amount: (row['amount'] as num?)?.toDouble() ?? 0.0,
+      categoryId: row['categoryId'] as int?,
+      startDate: row['startDate'] != null
+          ? DateTime.parse(row['startDate'] as String)
+          : DateTime.now(),
+      endDate: row['endDate'] != null
+          ? DateTime.parse(row['endDate'] as String)
+          : null,
+      rollover: (row['rollover'] as int? ?? 0) == 1,
+      alertThreshold: (row['alertThreshold'] as num?)?.toDouble() ?? 80.0,
+      isActive: (row['isActive'] as int? ?? 1) == 1,
+      createdAt: row['createdAt'] != null
+          ? DateTime.parse(row['createdAt'] as String)
+          : DateTime.now(),
+      updatedAt: row['updatedAt'] != null
+          ? DateTime.parse(row['updatedAt'] as String)
+          : null,
+    );
+  }
+
+  Map<String, dynamic> toDb() {
+    return {
+      'id': id,
+      'name': name,
+      'type': type,
+      'amount': amount,
+      'categoryId': categoryId,
+      'startDate': startDate.toIso8601String(),
+      'endDate': endDate?.toIso8601String(),
+      'rollover': rollover ? 1 : 0,
+      'alertThreshold': alertThreshold,
+      'isActive': isActive ? 1 : 0,
+      'createdAt': createdAt.toIso8601String(),
+      'updatedAt': updatedAt?.toIso8601String(),
+    };
+  }
+
+  Budget copyWith({
+    int? id,
+    String? name,
+    String? type,
+    double? amount,
+    int? categoryId,
+    DateTime? startDate,
+    DateTime? endDate,
+    bool? rollover,
+    double? alertThreshold,
+    bool? isActive,
+    DateTime? createdAt,
+    DateTime? updatedAt,
+  }) {
+    return Budget(
+      id: id ?? this.id,
+      name: name ?? this.name,
+      type: type ?? this.type,
+      amount: amount ?? this.amount,
+      categoryId: categoryId ?? this.categoryId,
+      startDate: startDate ?? this.startDate,
+      endDate: endDate ?? this.endDate,
+      rollover: rollover ?? this.rollover,
+      alertThreshold: alertThreshold ?? this.alertThreshold,
+      isActive: isActive ?? this.isActive,
+      createdAt: createdAt ?? this.createdAt,
+      updatedAt: updatedAt ?? this.updatedAt,
+    );
+  }
+
+  // Helper methods for period calculations
+  DateTime getCurrentPeriodStart() {
+    final now = DateTime.now();
+    switch (type) {
+      case 'daily':
+        return DateTime(now.year, now.month, now.day);
+      case 'monthly':
+        return DateTime(now.year, now.month, 1);
+      case 'yearly':
+        return DateTime(now.year, 1, 1);
+      case 'category':
+        // For category budgets, use monthly by default
+        return DateTime(now.year, now.month, 1);
+      default:
+        return DateTime(now.year, now.month, 1);
+    }
+  }
+
+  DateTime getCurrentPeriodEnd() {
+    final start = getCurrentPeriodStart();
+    switch (type) {
+      case 'daily':
+        return DateTime(start.year, start.month, start.day, 23, 59, 59);
+      case 'monthly':
+        final nextMonth = DateTime(start.year, start.month + 1, 1);
+        return nextMonth.subtract(const Duration(seconds: 1));
+      case 'yearly':
+        return DateTime(start.year, 12, 31, 23, 59, 59);
+      case 'category':
+        final nextMonth = DateTime(start.year, start.month + 1, 1);
+        return nextMonth.subtract(const Duration(seconds: 1));
+      default:
+        final nextMonth = DateTime(start.year, start.month + 1, 1);
+        return nextMonth.subtract(const Duration(seconds: 1));
+    }
+  }
+
+  bool isDateInCurrentPeriod(DateTime date) {
+    final start = getCurrentPeriodStart();
+    final end = getCurrentPeriodEnd();
+    return !date.isBefore(start) && !date.isAfter(end);
+  }
+}