one1lion/financial-management

financial-management's Issues

Filter Transaction History based on clicked Account from Account Summary

Allow users to click on an Account from the Account Summary to display a filtered list of transactions for that account.

Create a site map (XML)

Account Types disappear after creating a new account

1. Navigate to Payment entry page
2. Click add account button
3. Complete the add account form
4. Submit
5. Re-open the add account dialog
6. Expand Account Type

Expected: All account types are populated in the dropdown
Actual: Only cash shows in the dropdown

The dismiss button is not used in the templated modal

Add built-in Calculator

Add ability to edit dropdown lists in UI

Each of the dropdown lists that show in the data entry pages should allow for editing the items in the lists. Things to note:

• Accounts: Need to specify account type, starting balance, and starting date.
• Payees: Need to specify Place Type and possibility to add categories
• All other lookups are just key/values (except in the respective table)

Implement Identity

Cleanup unused code and other warnings

Table Header for Payment Details overlaps page tabs

1. Navigate to the payment data entry page
2. Make the window vertically small enough to have a scrollbar and to be able to scroll down far enough that the payment details table header ends up at the top of the page

Expected: The payment details table header is visually obscured by the data entry page tabs container

Actual: The payment details table header is visually obscuring the data entry page tabs container

Transaction History does not refresh properly when entering a transaction

Steps to reproduce:

1. Go to the Data Entry Page
2. Go to the Transfers tab
3. Enter a new transaction
4. Submit the new transaction

Expected:

• The transaction history at the bottom should show the new transfer transaction

What actually happened:

• Nothing

Add transaction export

• Including doing the UI/UX design
• UI/UX implementation
• Code/Functionality

Add units/unit-selector for monetary values

For now, only consider tracking the monetary unit per account. Use that account's monetary unit for displaying the symbol in the transaction data entry forms.

Update the UI

Make it pretty

Remove magic strings for localization keys

Currently, localization entries are displayed as, e.g.:

<label>@SharedLocalizer["SomeKey"]</label>

We would like to turn the keys into a struct or enum or const in a static class or something, so we could do something more like:

<label>@SharedLocalizer[LocalizerKeys.SomeKey]</label>

Another thing we could do with this is add xml comments to the key property that shows the current entry in the default dictionary. The recommendation is to make use of a source generator to do this somehow.

Lookup Lists for Deposit data entry page does not populate when navigating to it directly

When navigating to the deposits data entry page via the address bar, the lookup lists for Account and Deposit Reason do not populate.

Steps to reproduce:

1. Manually type the URL to the Deposits data entry page into the browser's address bar and press enter. (e.g. https://localhost:7176/data-entry/Deposits)
2. Notice that the Account and Deposit Reason select lists are not populated.

Expected: The Account and Deposit Reason select lists have the existing account and deposit reason lookup values populated.

Actual: They do not.

Account Summary does not refresh on Transaction changes

When adding a new transaction or updating an existing transaction, the Account Summary for the affected account does not update.

1. Add a new transaction (Payment, Deposit, or Transfer)
2. Observe the Account Summary component

Expected: Current Balance and Adjusted Balance values update for the affected account

Actual: Nothing

Toggle Pending from Transaction History

Allow users to change the Pending status of a transaction by clicking on the pending toggle in the Transaction History component.

Add edit transaction functionality

Allow users to edit transactions from the Transaction History component.

Create Units Tests

Implement arrow key navigation for calculator

The scaffolding for the functionality is already in Calculator.razor.cs

Display account overview in data entry pages

Display all of the accounts and their current balances as Current (Pending) and Adjusted.

Add stream changes to merged calculator tests branch