Save income distribution to bucket balances #19

New issue

Closed

opened 2026-03-21 16:26:07 +01:00 by myrmidex · 0 comments

myrmidex commented

2026-03-21 16:26:07 +01:00

Owner

Problem

The income distribution preview (#12) shows how income would spread across buckets, but there's no way to persist the result. After the user distributes money in their bank accounts, they need to click Save to update bucket balances so the next preview reflects current fill levels.

Approach

Add a "Save Distribution" button to the preview results. On click, send the allocation data to a new endpoint that updates each bucket's starting_amount by adding the allocated amount.

Keep it simple: no Draw or Inflow records, just update starting_amount directly. Ledger entries are a future concern.

Scope

Backend:

New endpoint: POST /scenarios/{scenario}/projections/apply (or similar)
Request validation: accepts the same amount as the preview, re-runs allocateInflow() to compute allocations server-side (don't trust client-sent allocation amounts)
Updates each bucket's starting_amount += allocated_amount
Returns updated bucket data

Frontend:

Add "Save Distribution" button to IncomeDistributionPreview component, visible only when preview results are shown
On save: POST to apply endpoint, reload bucket data, reset preview
Loading/success/error states

Acceptance criteria

User previews $3000 income → sees distribution → clicks Save
Each bucket's starting_amount increases by its allocated amount
Bucket cards on the page reflect updated balances after save
Next preview with the same amount shows different results (buckets partially filled)
No Draw or Inflow records created

## Problem The income distribution preview (#12) shows how income would spread across buckets, but there's no way to persist the result. After the user distributes money in their bank accounts, they need to click Save to update bucket balances so the next preview reflects current fill levels. ## Approach Add a "Save Distribution" button to the preview results. On click, send the allocation data to a new endpoint that updates each bucket's `starting_amount` by adding the allocated amount. Keep it simple: no Draw or Inflow records, just update `starting_amount` directly. Ledger entries are a future concern. ## Scope **Backend:** - New endpoint: `POST /scenarios/{scenario}/projections/apply` (or similar) - Request validation: accepts the same `amount` as the preview, re-runs `allocateInflow()` to compute allocations server-side (don't trust client-sent allocation amounts) - Updates each bucket's `starting_amount += allocated_amount` - Returns updated bucket data **Frontend:** - Add "Save Distribution" button to `IncomeDistributionPreview` component, visible only when preview results are shown - On save: POST to apply endpoint, reload bucket data, reset preview - Loading/success/error states ## Acceptance criteria - User previews $3000 income → sees distribution → clicks Save - Each bucket's `starting_amount` increases by its allocated amount - Bucket cards on the page reflect updated balances after save - Next preview with the same amount shows different results (buckets partially filled) - No Draw or Inflow records created