Improve transaction flow, goals UX, and dashboard behavior#89
Merged
Conversation
|
The latest updates on your projects. Learn more about Vercel for GitHub.
|
AI PR Summary |
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
2 participants
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Description
This branch improves the finance dashboard UX across transactions, goals, and balance visibility, while also wiring transaction notes end-to-end between the frontend and backend.
What changed
Added support for transaction notes in the backend create/update flow
Wired transaction notes properly in the frontend store and add-transaction flow
Added a transaction details modal with full note/description visibility
Improved goals management with:
overdue warning styling for expired incomplete goals
goal edit modal for updating name, target amount, and deadline
separate delete confirmation modal for goal deletion
Improved dashboard privacy behavior by making the balance hide/show state also affect income/expense visibility and related action icons
Removed mobile page title headers from the shared top header
Cleaned up some mobile dashboard typography
Backend
Added optional notes handling to transaction validation and service logic
Added optional notes field to the Transaction Prisma model
Frontend
Transactions:
notes now persist through create/fetch
transaction list rows open a details modal
full description is shown only inside the modal
Goals:
overdue goals now get destructive warning treatment
edit icon added per goal card
delete action remains separate with its own confirmation modal
goal store updateGoal now syncs with the backend instead of only mutating local state
Dashboard:
hiding balances now also hides income/expense values and add action icons
removed extra arrow action from the balance card
removed mobile top-page title labels from the shared header