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View Code? Open in Web Editor NEWSample application for managing finances
License: MIT License
Sample application for managing finances
License: MIT License
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:
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:
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
Steps to reproduce:
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:
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.
Sample goals:
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.
The data of the transaction is always set to today.
Need to convert CAD investments to USD before calculating in AdjustPercentages.js
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
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