feat: add multi-account financial overview dashboard#593
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promisingcoder wants to merge 3 commits intorohitdash08:mainfrom
Open
feat: add multi-account financial overview dashboard#593promisingcoder wants to merge 3 commits intorohitdash08:mainfrom
promisingcoder wants to merge 3 commits intorohitdash08:mainfrom
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- Add FinancialAccount model (checking/savings/credit_card/investment/other) with balance, currency, institution, is_active, timestamps - Add CRUD routes at /accounts (POST/GET/PUT/DELETE) plus GET /accounts/overview for consolidated view aggregated by currency and account type; all JWT-protected - Add 25 tests covering CRUD lifecycle, validation, auth isolation, overview aggregation, and inactive account filtering - Update README with accounts API reference and overview response schema - Fix test conftest to use fakeredis instead of a live Redis so all 47 tests pass in environments without a running Redis instance Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Change FinancialAccount currency default from INR to USD - Add CREATE TABLE IF NOT EXISTS for financial_accounts in schema migration - Soft-delete accounts by setting is_active=False instead of deleting row - Update _get_owned to exclude inactive accounts (returns 404 after delete) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Summary
Adds multi-account financial management with full CRUD API and portfolio overview.
Features
/accounts/accounts/overviewwith aggregated balances across all accountsaccountstable with proper indexes/claim #132
Fixes #132