jeanflower/finkitty

An app for financial modeling (typescript, react, bootstrap, selenium etc)

finkitty's Issues

We don't like 'localhost:3000 says...' on alerts

Think this is inevitable...

Transactions shouldn't be able to transact into or out of the TaxPot

Model names can't have spaces in them

This is too restrictive

Input buttons allow over-write of existing good data without warning

Reorganise settings view and edit

When you create the first of a class of things, we want the table to auto-show

setStopDate in add transaction form generates red text

Maybe need to bind "this" for the code to work

Assets always experience inflation but some may want to be immune

Separate debt from asset

A Debts page with its own table and chart.
Debts don't have negative values.
Assets pages doesn't include debts

The difference between an asset and a debt is a user-categorisation. Assets can still have negative value (e.g. cash). But we don't expect that debts ever turn into an asset.

Model called 'default' could be called 'sample' instead

Help text for each page is not written but shows

Handle CGT for a house owned by two people

Cannot remove value from, e.g. credit card or loan

Assets cannot become negative - this is right for some assets and wrong for others. Need a flag.

'Category for view' could be 'Category'

We want to be alerted when a delete-thing action has completed OK

We get an alert for successful creation of a thing
make a similar alert for deletion

Date entry takes in strings but they are in US format

Want to localise date formats for string input
Or just force a date selection widget instead of strings

'Asset value (amount per month)' should be just 'Asset value'

When hover over an Inputfield with a date name in it, have a tool tip showing the date

People can't remember what they set for their important dates...

Export a report to PDF

Want to be able to enter numbers using a comma - for currency amounts

Remove the ordering condition on dates

Sometimes it's annoying when entering things and it says start needs to be < end

Authentication and user-based access to data

Consider using existing authentication, e.g. facebook or twitter login.

Easier way to input pensions

They will end up as Incomes (for defined benefits) or Assets (for defined contributions). This is just a way to enter the data.

Boolean inputs should be in form yes/no

Only nerds think in terms of true/false

Align the Delete button on add/delete panels

After the date picker creates a new Important Date, have that new date auto-selected in the picker

redirect uri different for local and github pages deployments

I need
redirect_uri: window.location.origin
for local testing and
redirect_uri: window.location.origin+'/FinKitty'
for authentication on github pages

The label on the Annual Growth input should say something different

needs to say Percentage Annual Growth

User wants to be able to edit the name of something - might have made a typo

Add advanced tab for special transactions

Conditional. Revalue, Pension, PensionSS

When partway through entering data in an "add new..." form, navigating away loses it all

A model breaks if you type in 4% as an asset growth

We should tolerate both 4 and 4% as equivalent inputs for growth values

Build new way to see tax - new tab?

Where does it appear and what does it mean?

Remove 'taxPot' text from tool tips in tax view

Overview chart shows both assets and debts

A simple, totalled view of wealth.

When specifying income tax liability, let the user name the person

Don't expect people to type in IncomeJoe, but rather ask them "who pays income tax on this?" and let them type in "Joe".

Escape CORS issues by using cloud DB

Have this react-app obtain its DB data from the same origin as the web page instead of a local DB.

Input fields for NAME are not cleared upon submitting new item

Don't include things in the legend of a chart if they're always zero

Add detail to tax view to say where incomeTax came from

in ptic if you cash in CrystallisedPension, the income doesn't appear on the incomes graph so the tax looks like a bug. The income is only evident by inspecting deltas of the CrystallisedPension asset or deltas of the cash asset. Add a tooltip for the tax graph which lists all incomes contributing to that year's income tax liability.

Table column widths

are always too small until we adjust window size

Easier "what-if"s

At the moment people can clone a model, edit it, and review the differences. But comparing the different outcomes is difficult.

Example:
We like the idea of sliders alongside charts and you can set what the slider affects. Dragging the slider makes the chart change. In this interactive mode, we probably don't want to go and save the model updates back to the database, so we need a clear way of signalling that.

If the user finds a sweet spot for the slider position, we can offer to capture that in their model and save it.

Selected model is not reflected in Manage Models tab

Choose a (non default) model from the Home page. Navigate to Manage Models. The default model is still selected there.

The ManagaModelForm uses a combination of props and state for the selected model. Should use only props.

Transaction recurrence input needs some examples

People don't know what to type in...

Browser testing should use mock API calls

Don't stress our REST service for browser testing

Add/delete Transaction page doesn't clear To/From Asset selection upon submit

This leaves problems where the user sees an (old) entry in To or From, but a submission leaves these blank.

Make overview page useful or remove

Model names appear in unpredictable order (Home panel)

Inform user why no chart or table shown when not things exist

User may hit "Show chart" and no chart will appear; looks like a bug

Coverage is bad for database transactions

-------------------------------|----------|----------|----------|----------|-------------------|
File                           |  % Stmts | % Branch |  % Funcs |  % Lines | Uncovered Line #s |
-------------------------------|----------|----------|----------|----------|-------------------|
  dynamo.ts                    |    49.62 |     54.4 |    56.73 |    49.36 |... 1230,1236,1239