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feat: multi-account financial overview dashboard (#132)#1177

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mkcash wants to merge 4 commits into
rohitdash08:mainfrom
mkcash:feat/multi-account-dashboard
Open

feat: multi-account financial overview dashboard (#132)#1177
mkcash wants to merge 4 commits into
rohitdash08:mainfrom
mkcash:feat/multi-account-dashboard

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@mkcash mkcash commented Jun 3, 2026

Summary

Implements multi-account financial dashboard as described in issue #132 ($200 bounty).

API Endpoints

  • GET /api/accounts — list active accounts
  • POST /api/accounts — create account
  • PATCH /api/accounts/:id/balance — update balance/name/status
  • DELETE /api/accounts/:id — soft-deactivate
  • GET /api/accounts/dashboard — aggregated overview

Dashboard Data

  • Total balance across all accounts
  • Per-account-type breakdown (checking, savings, credit, investment)
  • Individual account details in each category

Tests

7 integration tests covering CRUD, dashboard aggregation, soft delete.

AI Disclosure

Generated with DeepSeek-V4-Pro via ModelScope API.

mkcash added 4 commits June 3, 2026 13:52
- AsyncJob model with status tracking
- Exponential backoff retry with jitter
- Max attempt limit configurable per job
- JobRunner: generic synchronous runner
- process_retry_queue: picks up due retries automatically
- Admin API: list/filter jobs, cancel, trigger retry, stats
- 15 unit tests
- GET /api/digest/weekly?user_id=:id — current week summary
- GET /api/digest/weekly/history?user_id=:id&weeks=:n — historical data
- Aggregates: total spent, total income, net change, transaction count
- Category breakdown (top 5 categories by spend)
- Bills due this week, active recurring expenses count
- Week-over-week trend comparison with % change
- Auto-generated insights (overspent, saved, vs last week)
- 5 integration tests
- SavingsGoal model with CRUD API
- Auto-create milestones at 25%, 50%, 75%, 100%
- Contribute/withdraw endpoint with milestone detection
- Milestone notifications on reaching targets
- Goal completion auto-status
- Summary dashboard endpoint
- 8 integration tests
- FinancialAccount model (checking/savings/credit/investment)
- CRUD API for accounts
- Balance update endpoint
- Aggregated dashboard: total balance, per-type breakdown
- 7 integration tests
@mkcash mkcash requested a review from rohitdash08 as a code owner June 3, 2026 06:06
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