feat: multi-account financial overview dashboard#901
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QuinnClaw wants to merge 1 commit intorohitdash08:mainfrom
Open
feat: multi-account financial overview dashboard#901QuinnClaw wants to merge 1 commit intorohitdash08:mainfrom
QuinnClaw wants to merge 1 commit intorohitdash08:mainfrom
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- Add Account model with 6 account types (CHECKING, SAVINGS, CREDIT_CARD, CASH, INVESTMENT, OTHER) - Add account_id foreign key to Expense model for linking expenses to accounts - Full CRUD API for accounts (/accounts endpoint) - Aggregated overview dashboard (/accounts/overview) with: - Total balance, assets, liabilities, net worth - Per-account 30-day spending and income summaries - Balance breakdown by account type - Soft-delete for accounts (is_active flag) - SQL migration script for new table and column - Comprehensive test suite (CRUD, validation, overview, 404 handling) - README documentation with API reference Closes rohitdash08#132
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Closes #132
What this PR adds:
New Account model with 6 account types:
Full CRUD API at
/accounts:GET /accounts— List all active accounts (with?include_inactive=trueoption)POST /accounts— Create account with name, type, balance, currency, institutionGET /accounts/<id>— Get single accountPUT /accounts/<id>— Update account fieldsDELETE /accounts/<id>— Soft-delete (setsis_active=false)Aggregated overview dashboard at
GET /accounts/overview:Expense linking:
account_idforeign key to Expense model (nullable, backward compatible)Tests:
Documentation:
migrations/add_accounts_table.sql)Backward compatible:
account_idon expenses is nullable — existing data unaffected