feat: multi-account financial overview dashboard (#132) by qiridigital · Pull Request #468 · rohitdash08/FinMind

qiridigital · 2026-03-16T21:06:53Z

Multi-Account Financial Overview Dashboard

closes #132 | /claim #132

Summary

Adds a complete multi-account financial management system allowing users to track balances, transactions, and net worth across multiple accounts simultaneously.

Backend Changes

New model: FinancialAccount

Types: CHECKING, SAVINGS, CREDIT, CASH, INVESTMENT, OTHER
Tracks: name, currency, initial balance, color, soft-delete flag
Expense model extended with optional account_id FK

New endpoints (/accounts):

Method	Path	Description
GET	`/accounts`	List all active accounts with live balances
POST	`/accounts`	Create account with optional color/currency
GET	`/accounts/:id`	Account detail + 20 most recent transactions
PATCH	`/accounts/:id`	Update name, type, color, initial balance
DELETE	`/accounts/:id`	Soft delete (preserves history)
GET	`/accounts/overview`	Net worth, total assets/liabilities, by-type breakdown

Balance calculation: initial_balance + SUM(income) - SUM(expenses) — always reflects current reality.

Frontend Changes

Accounts.tsx — Full dashboard with net worth banner, per-account cards showing live balance, by-type aggregate summary, create form
api/accounts.ts — TypeScript API client with complete type definitions
Route /accounts added to App.tsx + nav link in Navbar.tsx

Database

CREATE TABLE financial_accounts (
  id, user_id FK, name, account_type, currency,
  initial_balance NUMERIC(12,2), color, active, created_at
);
ALTER TABLE expenses ADD COLUMN account_id INT REFERENCES financial_accounts(id);

Tests

16 pytest tests covering:

List/create accounts, validation errors
Get account detail with recent transactions
Update account fields and type validation
Soft delete and auth protection
Overview: empty state, multi-account net worth, credit reducing net worth

- Add FinancialAccount model (CHECKING/SAVINGS/CREDIT/CASH/INVESTMENT/OTHER) - Extend Expense model with optional account_id FK - CRUD endpoints: GET/POST /accounts, GET/PATCH/DELETE /accounts/:id - Aggregated GET /accounts/overview with net worth, by-type breakdown - Real-time balance: initial_balance + income - expenses per account - Soft delete (active flag) to preserve historical data - Update schema.sql with financial_accounts table and indexes - React Accounts page: net worth banner, account cards, type breakdown - TypeScript API client with full types - 16 pytest tests covering CRUD, validation, overview and auth /claim rohitdash08#132

Copilot

Pull request overview

Adds multi-account support so users can create/manage financial accounts and view an aggregated net-worth overview across accounts.

Changes:

Backend: introduces FinancialAccount model + /accounts CRUD and /accounts/overview endpoints with live balance aggregation.
Database: adds financial_accounts table and optional expenses.account_id foreign key.
Frontend: adds an Accounts dashboard page, API client module, route, and navbar link.

Reviewed changes

Copilot reviewed 9 out of 9 changed files in this pull request and generated 15 comments.

Show a summary per file

File	Description
`packages/backend/tests/test_accounts.py`	Adds pytest coverage for accounts CRUD, overview, and auth protection.
`packages/backend/app/routes/accounts.py`	Implements `/accounts` endpoints, balance computation, and overview aggregation.
`packages/backend/app/routes/__init__.py`	Registers the new accounts blueprint.
`packages/backend/app/models.py`	Adds `FinancialAccount` model and `Expense.account_id` optional FK.
`packages/backend/app/db/schema.sql`	Defines `financial_accounts` table + adds/indexes `expenses.account_id`.
`app/src/pages/Accounts.tsx`	New multi-account overview UI (net worth banner, account cards, create form).
`app/src/components/layout/Navbar.tsx`	Adds “Accounts” navigation entry.
`app/src/api/accounts.ts`	Adds frontend API bindings + types for accounts endpoints.
`app/src/App.tsx`	Adds protected `/accounts` route.

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packages/backend/app/routes/accounts.py

+    result = _account_json(account)
+    # Recent transactions for this account
+    recent = (
+        Expense.query.filter_by(account_id=account_id)


packages/backend/app/routes/accounts.py

+# ── CRUD ─────────────────────────────────────────────────────────────────────
+
+
+@bp.get("")
+@jwt_required()
+def list_accounts():
+    uid = int(get_jwt_identity())
+    accounts = (
+        FinancialAccount.query.filter_by(user_id=uid, active=True)
+        .order_by(FinancialAccount.created_at.asc())
+        .all()
+    )
+    return jsonify([_account_json(a) for a in accounts])
+
+
+@bp.post("")
+@jwt_required()
+def create_account():


app/src/api/accounts.ts

+  api.patch(`/accounts/${id}`, payload).then((r) => r.data);
+
+export const deleteAccount = (id: number): Promise<void> =>
+  api.delete(`/accounts/${id}`).then((r) => r.data);


app/src/pages/Accounts.tsx

+  const handleDelete = async (id: number) => {
+    if (!confirm("Remove this account?")) return;
+    try {
+      await deleteAccount(id);
+      await load();
+    } catch {
+      alert("Failed to remove account.");
+    }


packages/backend/app/routes/accounts.py

+        db.session.query(func.coalesce(func.sum(Expense.amount), 0))
+        .filter(
+            Expense.account_id == account.id,
+            Expense.expense_type == "INCOME",
+        )
+        .scalar()
+        or 0
+    )
+    expenses = float(
+        db.session.query(func.coalesce(func.sum(Expense.amount), 0))
+        .filter(
+            Expense.account_id == account.id,
+            Expense.expense_type != "INCOME",
+        )


app/src/api/accounts.ts

+import api from "./index";
+
+export type AccountType =


app/src/pages/Accounts.tsx

+  const handleCreate = async (e: React.FormEvent) => {
+    e.preventDefault();
+    setSaving(true);


app/src/pages/Accounts.tsx

+    <div style={{ maxWidth: 900, margin: "0 auto", padding: "2rem 1rem" }}>
+      <div
+        style={{
+          display: "flex",
+          justifyContent: "space-between",
+          alignItems: "center",
+          marginBottom: 24,
+        }}
+      >
+        <h1 style={{ margin: 0, fontSize: 26, fontWeight: 800, color: "#fff" }}>
+          My Accounts
+        </h1>
+        <button
+          onClick={() => setShowForm(!showForm)}
+          style={{
+            background: "#3F51B5",
+            color: "#fff",
+            border: "none",
+            borderRadius: 8,
+            padding: "10px 20px",
+            cursor: "pointer",
+            fontWeight: 700,
+            fontSize: 14,
+          }}


packages/backend/app/routes/accounts.py

+def _balance(account: FinancialAccount) -> float:
+    """Current balance = initial_balance + income - expenses."""
+    income = float(
+        db.session.query(func.coalesce(func.sum(Expense.amount), 0))
+        .filter(
+            Expense.account_id == account.id,
+            Expense.expense_type == "INCOME",
+        )
+        .scalar()
+        or 0
+    )
+    expenses = float(
+        db.session.query(func.coalesce(func.sum(Expense.amount), 0))
+        .filter(
+            Expense.account_id == account.id,
+            Expense.expense_type != "INCOME",
+        )
+        .scalar()
+        or 0
+    )
+    return round(float(account.initial_balance) + income - expenses, 2)
+


packages/backend/app/routes/accounts.py

+@jwt_required()
+def create_account():
+    uid = int(get_jwt_identity())
+    data = request.get_json(force=True)


qiridigital requested a review from rohitdash08 as a code owner March 16, 2026 21:06

Copilot AI review requested due to automatic review settings March 16, 2026 21:06

algora-pbc bot added the 🙋 Bounty claim label Mar 16, 2026

algora-pbc bot mentioned this pull request Mar 16, 2026

Multi-account financial overview dashboard #132

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Copilot started reviewing on behalf of qiridigital March 16, 2026 21:07 View session

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feat: multi-account financial overview dashboard (#132)#468

feat: multi-account financial overview dashboard (#132)#468
qiridigital wants to merge 1 commit intorohitdash08:mainfrom
qiridigital:feat/multi-account-overview

qiridigital commented Mar 16, 2026

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qiridigital commented Mar 16, 2026

Multi-Account Financial Overview Dashboard

Summary

Backend Changes

Frontend Changes

Database

Tests

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