kbaley / coronado Goto Github PK

The longer the app runs, the more price history will be included. It isn't necessary to load the entire price history of every investment at startup. It can be retrieved when the user opens it for a specific investment.

There may be other items that can benefit from this (e.g. investment transactions?)

InvoicesController is expecting numbers for Quantity and UnitAmount and if you submit without these (even if they are deleted), the request is rejected.

Solutions:

• Validation on client to ensure legitimate line items have proper data
• Line items that are added and deleted in the same session can be discarded. No need to include them in the request
• When deleting a line item with no numbers, default to 0

E.g. When you change a category from a regular one to a transfer, an error is thrown when saving.

Recommend disallowing these transactions. I.e. If it's a regular transaction, you can change to another regular transaction. For anything else, don't allow changing the category at all. Workaround is to delete the transaction and re-enter.

We're returning only the deleted transaction from the current account so that one gets updated but not the related account.

When an account is added, the local store isn't updated with all fields from the new account so the edit form doesn't show everything until the page is refreshed.

If any API calls fail, nothing is shown on the screen; failure is silent

Also doesn't close the dialog

Not sorted by name

Similar to net worth report but for just the investment account

It is attempting to load initial data into the data store and because you aren't logged in, 401 errors are thrown

To reproduce:

1. Enter a transfer
2. Open one side of the transaction for editing
3. Tab from the date to the amount
4. Change the amount
5. Press enter to save

There is an error in the controller because the transaction has an invalid categoryId (Starting with 'TRF:'). Workaround: Click directly into the amount and don't tab through. Either the vendor or category fields are setting the categoryId on the transaction.

Can only delete and add new ones

• After selecting a vendor, pre-populate the category based on the last one used for the vendor (like the web app does)
• Support debit and credit for new transactions
• Ability to edit a transaction
• List invoices
• Create an invoice
• Email an invoice
• Sync investments with investment account
• Maybe some of the reports?

Steps to reproduce:

• Go to investment account
• Delete all entries referencing gain/loss on investments
• Go to dashboard

Top stats shows 0 for both this month (expected) and last month (unexpected).

Adding an entry to gain/loss on investments will show stats for both months again.

For CAD accounts, the balance is calculated by summing AmountInBaseCurrency which gives incorrect results. Instead, it should sum Amount up until the required date, then convert to USD using the exchange rate as of that date.

To fix, I'll need to store historic currency exchange rates, at least at the end of each month. Perhaps also store report data separately so it can be queried separately rather than calculated on the fly.

Probably don't need AmountInBaseCurrency once this is done.

Transactions aren't currently validated at all

Observed behaviour:

• Transaction is updated but category gets cleared and no new category is created

Implement a very basic mechanism for savings goals.

You define one or more goals you want to save for along with their priority and amount. Then the total of all the bank accounts is automatically assigned based on the priority.

• create goals page
• create a new goal
• edit an existing goal (slider for the amount?)
• delete an existing goal
• show goals in list by priority along with what percentage has been met
• show total of all bank accounts
• show a visualization (thermometer style with each goal stacked by priority?)

Sample goals:

• Buffer fund
• New car
• Vacation
• Education

The "None" category uses an empty GUID as a sentinel value and the app isn't consistent in its handling of this so as you configure investments to use investment categories, there are JavaScript errors and warnings as components move from controlled to uncontrolled.

Ideally, get rid of the expectation the an empty GUID means "None" for the investment category.

• Nest values by "Income category"
• Show only the current year by default
• Allow navigation to previous years

• Add a button to manage price history
  • Can be manual at first; just show a table of prices, each with a remove button, plus a section to add new ones
  • Move to an API for future but most of them cost money so updating prices should be something that's triggered manually
  • Ideally, the API will have a way of querying when you're close to your limit
• Show total of investments on investments page
• Show average purchase price and current price for each investment
• Update investments section of dashboard summary
• Show investment total in menu
• Get rid of the need to update a specific investment account
  • Add purchase history to each investment
  • In the "buy investment" screen, indicate which account is funding the investment so the amount is deducted
  • Include a section for commissions
• Investment doesn't properly refresh on the client after editing
• Add notification after successfully retrieving current prices
• When saving investment prices, add data from current row without requiring it to be formally added to the table

The data of the transaction is always set to today.

Need to convert CAD investments to USD before calculating in AdjustPercentages.js

• Document setting it up in Azure
• Allow creating new users
• Configure invoice "from" information

It should be included in its natural order, both new and updated categories

When entering transactions, don't include the current account as an option for transfers.

After an account is created, the balance shows as 0 even if a starting balance is entered. This goes away after refreshing.

It's trying to redirect to the first account in the list but the list is empty. Redirect to home instead.

Need to refresh the page before it can be navigated to

It's very likely the display order is not set properly