tshea113 / budget-board Goto Github PK

Probably should be using react query exclusively for our api calls to best manage state. I know in some places I am using a mix of just making the request myself vs spinning up a query.

Also probably should just audit state management in general. I know some of the transaction state is a little wonky. Everything should be sourced from the query to make sure that re-renders don't break the data. If a workaround is needed because of the weird react table state management, then at least comment to document that the behavior is intentional.

Firebase should have a free tier of MFA that we can use. Would be nice for some extra security

When logging in there is no indicator that the page is loading. We should add some kind of spinning loading icon, so a user knows something is happening.

I never updated Add Transaction to use the new category input. Fix it when I need it.

Currently we just show a banner instructing the user to verify their email. We should also block any api requests until verified. Possibly hide buttons or just have a pop up indicating that verification is needed.

In the event of a security breach, a user should be able to tick a box to log out all sessions when they reset their password.

I think when on the login screen it should be enabled by default, but on the account settings screen it should be mandatory.

I should be able to filter out transactions to certain categories or accounts. I would also like to be able to sort by date, transaction amount, etc.

The table should have a date range for what transactions are shown. Default probably should be the past month and expand to certain regular intervals (month, 3 month, 6 month, year, custom)

Something is wrong with the dialog that the modal goes away when the form is submitted. I'm either missing something or it is bugged. Maybe move away from the form stuff since we aren't actually posting the data...

For categories that aren't budgeted, would be nice to see the spending to get a feel for the breakdown of these untracked transactions.

Can edit but need to delete

Need a way to add custom categories and store them with the user.

Simplefin seems like it could be helpful for setting up automatic transaction data population. Investigate whether it would be feasible.

Some categories aren't right. Audit to make sure copy paste errors didn't occur.

Hard to know which budgets fall under which category. Look into either grouping or having the category listed with subcategories.

The budget page should allow you to set monthly limits for various transaciton categories and view them as bars of how much has been spent that month.

Tired of manually doing this.

When you add a new transaction, the new item doesn't immediately show up in the table and requires a refresh.

login and sign up api requests need to be updated to use the new request stuff.

Currently using banners for alerts/success. Look into using sonner so that they show up as toasts. Cleaner for the UI and prettier.

It would be nice for transaction categories to have an icon to make it easy to discern at a glance what category a chosen subcategory belongs to.

This could be implemented as a 'icon' tag on the Category object

Table items are disappearing when editing transaction categories

Table should update when new transaction is added without a refresh

It would be nice to have a way to import and export data in the form of a csv file. Would be good for transferring from other platforms and to use the data in other tools.

There currently is no way to reset your password. A forgot password button on the login would be nice.

Also want to add a way to change your password from the accounts page. Since sign ups are disabled, this would be nice for if I create an account for someone and give them a password that they can then change.

Readme should include:

• Short description about the project
• Some technical details
• How to deploy
• ???

Should be able to filter to certain date ranges, categories, merchants, amounts, etc.

Splitting out category and subcategory into two separate fields is clunky. It'll be better if you could just see the nested values in the selection, and be able to choose either a subcategory or the category itself.

Currently there is no way to unselect a row. Would be nice if there was an x button or something to be able to exit edit mode.

Some accounts you want to be hidden from different parts of the app (account card, transactions, trends, budgets, etc.

This probably will require a more in depth account settings page.

React table v8 has no way to disable sorting on data updates, so when you update a column while that column is sorted, the transaction can get sorted off the current page. It's a bit annoying when you have to go find the row to submit the changes.

Need to either:

• Figure out how to stop this sort from occurring
• Just submit the changes onSelect/onBlur

Something is up with the progress bar that it keeps going over the popover. It's not blocking functionality but is ugly

SimpleFin account names aren't always perfect, so there should be a way to edit them.

Currently there is a button to just copy from the previous month, but this probably could be improved.

Possibly make this so that you can choose a month to copy? Or add a way to create templates.

Name was changed, but there are some items that still reference money-minder:

• firebase
• the database

If possible should update.

Need to add HTTPS for security

It would be nice if you could reorganize the accounts in the account card and the position persist on reloads. This would make things easier to view at a glance.

Right now we can just add. Need to add an interface for deletions and edits.