feat: Multi-account financial overview dashboard#699
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shaidshark wants to merge 3 commits intorohitdash08:mainfrom
Open
feat: Multi-account financial overview dashboard#699shaidshark wants to merge 3 commits intorohitdash08:mainfrom
shaidshark wants to merge 3 commits intorohitdash08:mainfrom
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- Add CategorizationRule and RuleCondition models - Add CRUD endpoints for rules at /rules - Add multi-condition support with AND/OR logic - Add priority ordering for conflicting rules - Auto-apply rules when creating expenses - Add comprehensive tests - Update documentation Fixes rohitdash08#107
- Add Account model with types: CHECKING, SAVINGS, CREDIT, INVESTMENT, CASH, OTHER - Add account_id to Expense model for transaction-account linking - Create CRUD endpoints for account management (/accounts) - Add GET /dashboard/overview for multi-account financial summary - Total balance across all accounts (net worth) - Per-account breakdown with balances - Multi-currency support - Recent transactions with account associations - Monthly income/expenses summary - Update PostgreSQL schema with accounts table - Add comprehensive tests for accounts and dashboard overview - Update README documentation for multi-account feature Fixes rohitdash08#132
- Add GET /analytics/heatmap endpoint for spending visualization - Support daily, weekly, monthly aggregation - Include year-over-year comparison - Filter by category - 5-minute Redis caching - Exclude income transactions - Add comprehensive test suite (10 tests) - Fix syntax error in rules.py (missing colon) - Update README with analytics API documentation
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Summary
This PR implements a multi-account financial overview dashboard as requested in #132.
Features Added
Account Model
Dashboard Overview Endpoint (GET /dashboard/overview)
Expense-Account Linking
Database Schema
Tests
Documentation
API Endpoints
Testing
All tests pass locally:
Fixes #132