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blitz-money's Issues

Simulations

Implement way to simulate costs or incomers and visualize the impact on the accounts

Padronization of imported fields

On import the OFX (#4) file a lot of moves will need a classification of this contacts, tags, descriptions .... and withthis issue will be one way to create pattners for automaticly identify these fields contents

OFX import

To implement the importation of OFX (https://en.wikipedia.org/wiki/Open_Financial_Exchange) file to generate the financial transactions

  • Read file and parse
  • Import transaction by transaction with confirmation(interactive mode)
    • Option to update description, tags, contact and more before add the movimentation
  • Option to conciliate the transaction with other on same account(not only for the ofx importeds)
  • Add column, on transactions list, to detect if a ofx imported transaction
  • Update docs/readme

Tests

Implement unit test for all cruds:

  • Storage;
  • UI;
  • Tags backend;
  • Tags ui;
  • Accounts backend
  • Accounts ui;
  • Contacts backend;
  • Contacts ui;
  • Transactions backend;
  • Transactions ui;
  • Ofx backend;
  • Ofx ui;

Reports

Implement reports to go along values by tags, contacts ....

Translations, more helps, shortcuts to uuid's and more

  • Translate all application(i18n):
    • en
  • Improve help messages with more examples and show all options
    • Add this on README.md
    • Add, on README.md, a small guid for install and start the use
  • Shortcuts to uuid. Remember and input the uuid for other accounts, for example, it's hard to do
  • Column, on transactions list, with balance after transaction
  • Option, on import ofx file, for skip all already added transactions
  • Best way for select tags and contacts on interactive mode
  • Column, on transactions list, with balance expected balance and row on totals with 'Expected balance'
  • Option, on add new transaction, for repeat this for N times with a N interval in days, weeks or months. Make link between this transactions

Update doc

Create wiki and a good README.md for explain all features and how use the application

Financial movimentation

Implement the crud for financial movement beetwen accounts and more.

  • Crud contacts;
  • Crud movimentations(only debit and credit);
  • Export to csv;
  • List with filter by period;
  • Transaction between accounts;
  • List with filter by movimentations to pay with option for a specific period;
  • Easy update the paid movimentation with option to change value or date of paid;
  • Show status of all accounts balance with to receive values and more... This is not a report!;
  • Make more simple api to build forms and other things of the ui;
  • Option on list to show all information of movimentations;
  • Option on list to filter by movimentation id;
  • Crud tags;
  • Option on list to filter by tags;

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