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feat: multi-account financial overview dashboard (#132)#610

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alexchenai wants to merge 1 commit intorohitdash08:mainfrom
alexchenai:feat/multi-account-dashboard-132
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feat: multi-account financial overview dashboard (#132)#610
alexchenai wants to merge 1 commit intorohitdash08:mainfrom
alexchenai:feat/multi-account-dashboard-132

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Closes #132

Implements "Support viewing multiple financial accounts in one view" with full production-ready code, tests, and documentation.

Features:

  • New /accounts page with unified multi-account view
  • Accounts grouped by type: Checking, Savings, Credit Card, Investment, Loan, Cash
  • Summary cards: Total Assets, Total Liabilities, Net Worth
  • Full CRUD: add, edit, delete financial accounts
  • API layer with typed TypeScript endpoints
  • Navbar integration
  • Comprehensive test suite (8 test cases covering rendering, CRUD, empty state, errors)
  • Responsive design using existing FinancialCard component system
  • Empty state with onboarding CTA for new users

Tech: React, TypeScript, Tailwind CSS, Lucide icons, existing UI components

Files changed:

  • app/src/api/accounts.ts (new - API layer)
  • app/src/pages/Accounts.tsx (new - main page component)
  • app/src/tests/Accounts.test.tsx (new - test suite)
  • app/src/App.tsx (updated - added /accounts route)
  • app/src/components/layout/Navbar.tsx (updated - added nav link)

Implements unified view of all financial accounts across institutions:
- New /accounts page with grouped account cards (Checking, Savings, Credit Card, Investment, Loan, Cash)
- Summary cards showing Total Assets, Total Liabilities, and Net Worth
- CRUD operations: add, edit, delete accounts
- Empty state with onboarding CTA
- API layer (accounts.ts) with typed endpoints
- Navbar integration with Accounts link
- Comprehensive test suite (8 test cases)
- Production-ready, responsive design using existing FinancialCard components

Closes rohitdash08#132
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Multi-account financial overview dashboard

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