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feat: add multi-account financial overview dashboard#597

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Islam0953 wants to merge 1 commit intorohitdash08:mainfrom
Islam0953:feature/multi-account-dashboard
Open

feat: add multi-account financial overview dashboard#597
Islam0953 wants to merge 1 commit intorohitdash08:mainfrom
Islam0953:feature/multi-account-dashboard

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Summary

  • Added FinancialAccount model with 6 account types (Checking, Savings, Credit Card, Cash, Investment, Other)
  • CRUD API endpoints (/accounts) + overview endpoint with total balance, recent expenses, upcoming bills
  • Frontend Accounts page with account cards, type-specific icons, balance display, institution info
  • Summary cards (total balance, active accounts, upcoming bills)
  • Recent activity panels (expenses + bills)
  • Added "Accounts" link to navigation bar
  • Database schema with financial_accounts table
  • Comprehensive backend (pytest) and frontend (jest) tests

Test plan

  • Backend: pytest tests for CRUD, multiple account types, deactivation, overview endpoint, validation, currency defaults
  • Frontend: integration tests for empty state, accounts list, summary cards, recent activity
  • Navigation updated with Accounts link

/claim #132

https://claude.ai/code/session_01K5UYcnS3skK6SKhFz3dcZs

- Backend: FinancialAccount model with 6 account types (Checking, Savings,
  Credit Card, Cash, Investment, Other), CRUD endpoints (/accounts),
  overview endpoint with total balance, recent expenses, upcoming bills
- Frontend: Accounts page with account cards, type icons, balance display,
  institution info, summary cards, recent activity panels
- Navigation: added Accounts link to navbar
- Database: financial_accounts table with index
- Tests: backend pytest (CRUD, types, deactivation, overview, validation,
  currency defaults) and frontend integration tests

Resolves rohitdash08#132

/claim rohitdash08#132

https://claude.ai/code/session_01K5UYcnS3skK6SKhFz3dcZs
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