Skip to content

feat(dashboard): add multi-account overview with aggregated metrics#348

Open
yuliuyi717-ux wants to merge 1 commit intorohitdash08:mainfrom
yuliuyi717-ux:codex/issue-132-0309-2236
Open

feat(dashboard): add multi-account overview with aggregated metrics#348
yuliuyi717-ux wants to merge 1 commit intorohitdash08:mainfrom
yuliuyi717-ux:codex/issue-132-0309-2236

Conversation

@yuliuyi717-ux
Copy link

Closes #132

Summary

  • add GET /dashboard/multi-account-overview to aggregate monthly income, expenses, net flow, and upcoming bills across selected accounts
  • include per-account summary blocks and roll-up totals in the API response
  • wire frontend dashboard API + UI to show combined totals and per-account overview
  • add backend/Frontend tests and README note for the new endpoint

Validation

  • sh ./scripts/test-backend.sh tests/test_dashboard.py::test_multi_account_overview_aggregates_and_returns_per_account
  • sh ./scripts/test-backend.sh tests/test_dashboard.py
  • cd app && npm test -- --runTestsByPath src/__tests__/Dashboard.integration.test.tsx --testNamePattern "shows multi-account combined totals and per-account overview"
  • cd app && npm test -- --runTestsByPath src/__tests__/Dashboard.integration.test.tsx
  • cd app && npm run build

@yuliuyi717-ux
Copy link
Author

Hi maintainers, just a gentle follow-up on this PR when you have a moment. It adds the multi-account dashboard overview with aggregated metrics, and I’d really appreciate a review whenever it fits your queue. Thanks!

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

Multi-account financial overview dashboard

1 participant