feat: multi-account financial overview dashboard#405
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TallowX92 wants to merge 1 commit intorohitdash08:mainfrom
Open
feat: multi-account financial overview dashboard#405TallowX92 wants to merge 1 commit intorohitdash08:mainfrom
TallowX92 wants to merge 1 commit intorohitdash08:mainfrom
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Implements full-stack multi-account financial tracking. Backend: - FinancialAccount model (BANK/CREDIT/CASH/INVESTMENT/WALLET/OTHER) - Nullable account_id FK on Expense for backward-compatibility - GET/POST /accounts — list + create - GET /accounts/overview — total balance, income, spent, net flow, top spending account, recent transactions across all accounts - GET/PATCH/DELETE /accounts/:id — detail, update, soft delete - Schema migration: financial_accounts table + index on expenses.account_id Frontend: - api/accounts.ts — typed API client - pages/AccountsOverview.tsx — balance summary strip, account cards with income/spent breakdown, color-coded accent per account, recent transactions list, create/edit modal with color picker - /accounts route added to App.tsx and Navbar Tests (tests/test_accounts.py — 25 tests): - Create: minimal, initial balance, color, validation errors, auth required - List: empty, own accounts, user isolation, auth required - Get: own, 404 for other user, 404 for nonexistent - Update: name, type + currency, empty name rejected, 404 for other user - Delete: soft delete (removed from list), 404 for other user - Overview: empty state, balance sum, net flow fields, auth required, user isolation All 25 tests pass without Redis dependency. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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/claim #132
Demo
DEMO2-2026-03-14.mp4
Account creation, balance summary strip, color-coded account cards, and cross-account overview.
Summary
Full-stack multi-account financial dashboard — manage multiple bank/credit/cash/investment accounts with cross-account balance aggregation and transaction history.
Backend —
/accounts/accounts/accounts/accounts/overview/accounts/<id>/accounts/<id>/accounts/<id>Account types: BANK, CREDIT, CASH, INVESTMENT, WALLET, OTHER
Balance computation:
initial_balance + sum(INCOME credits) − sum(EXPENSE debits)for transactions linked to that account. Fully backward-compatible —account_idonexpensesis nullable so existing data is unaffected.Frontend
api/accounts.ts— fully typed API clientpages/AccountsOverview.tsx— summary strip (total balance, income, spent, net flow), color-coded account cards with per-account income/spent breakdown, recent transactions list across all accounts, inline create/edit modal with color picker/accountsroute added toApp.tsxandNavbarTests (
tests/test_accounts.py— 25 tests, all passing without Redis)