angelsenra / cashflow Goto Github PK

Add the ability to track existing investments.

• It requires some API from which to check the current price of a company/ETF

• Create/edit the User model and make Projects belong to Users.
• Create a page to authenticate.
• Create a Project model and assign Categories to it (Expenses belong to Categories so also will be children of Projects).
• Create a page with all the projects of a user. And make it the main page after authentication.
  • When the user clicks on a project, they go to the project overview page (currently the table view).
• Allow the user to create new Projects.
  • They should be able to select from "category templates".

Allow collapsing categories in the list view. So only the total sum is displayed.

• Unrelated: add an option to delete the project.
• Unrelated: add an option to update the project.

• Apply linting (black, isort, pylint, mypy?).
• And configure Github actions to check that everything is properly linted. (or should this be a separate issue?).

Create basic excel-like view to see expenses by category.

The column names are first the priorities (do these even need to exist? Are they different from just a category?) and then the categories.
The row names are the period names (default: month).

Ability to add expenses and share them with users of cashflow.

• List of friends.
• By default adding someone as a friend creates a new list of expenses (project? group?).

Create a product for generating invoices as a freelancer. This is a whole product with its own subtasks

Filter list view based on period or category.

• Allow filtering in the URL.
• Make every cell on the table clickable (without text decoration and with a hover state).
• When filtering by category, preselect that category in the "create expense" dialog.
• Unrelated: Fix current breadcrumbs and page titles.
• Idea: Maybe add a "quickly add" inline form to the list. To create expenses quickly.

• Allow logging in / signing up using Google and Github.
• Add proper styles to the authentication dialog.
• Also allow the normal signup without an email.
• Make sure "forgot password" doesn't crash. By now show that email-sending is WIP (and add #TODO in the code)
• Question: what are site domains?
• Unrelated: Add inline expense creating to the table view.

Create a list view of expenses by period (default months)

• Create, Update, Delete is not mandatory but nice to have if it's simple.

This way I can copy data accross environments (dev/stag/prod/whatever).

• The export should contain a version number. And the import should verify whether that version can be imported into the current app. Otherwise show an error.

• Create a category template that matches the excel.
• Create an export feature that one can copy-paste into the excel.
  • How to make sure it doesn't override formulas?
• Create an import feature from the excel (copy-paste).
• Adapt the export feature so it's generic enough for someone else to use it.
• Allow exporting expenses in CSV format.

Show more than the last 6 months and correctly handle pagination

Automatically deploy the code to Heroku on push to main.

• Make sure static files are available. -- kind of.
• Create docker-compose environment with Postgres.
• Make settings.py variables depend on the environment.
• Fix current security issues on settings.py. -- kind of. Just good enough to deploy on Heroku. Not super secure.
• Create a Heroku app and tweak it to work.
• Make it auto-deployable (as well as manually deployable). -- https://status.heroku.com/ currently has issues with Github so I'll need to do the automatic part later.
• Question: What are "sites" from allauth and do they matter here?
• Fix currently failing tests (they are missing the environment variables).