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NgPy-Accounts-Manager

Small webapp to manage accounts with some statistics.

Tech Stack

Build Status

  • Angular 8
  • Flask / SQLAlchemy

Installation, build and run

First, install and run the backend with python:

pip install -r requirements.txt
python ngpy-accounts-manager-api/web.py

Then, install and run the frontend through the Webpack dev server:

npm install
npm run start --prefix ngpy-accounts-manager-ui

To simply build the frontend:

npm run build

Release Notes

0.6.0

  • Added budget section
  • Fixed quarterly formula
  • Added datepicker for forms
  • Added Python unit tests
  • Added Alembic for DB migrations
  • Major rework of code structure

0.5.0

  • Added native Python logging
  • Switched to Python type-hinting
  • Worked on CI: added frontend tests and set-version
  • Added RQL support for better requests flexibility
  • Improved PWA compliance and responsiveness
  • Added alerts on dashboard
  • Charts display more data
  • Improved search form

0.4.1

  • Added scheduler for sending notifications
  • Refactored frontend app structure
  • Added analytics details charts
  • Migrated to Angular 8 and Clarity 2
  • Improved responsiveness

0.3.0

  • Created global search
  • Improved transaction form
  • Added alert message on dashboard for unassigned transactions

0.2.2

  • Responsiveness on mobile improved
  • Added settings section for managing labels, categories and accounts

0.2.1

  • Separated app into multiple modules that are lazy-loaded
  • Migrated to Angular 5.1.0
  • Fixed design issues

Roadmap

Tech

  • Create a PWA with Angular ?

Features

  • Add possibility to close a period at a given date
    • Impossible to change amount or account of a transaction before this date
    • Period can only be closed at a date of 30 days before the current day
  • Add sort and filters on transactions table
  • Add document section for RIB
  • Some machine learning on existing labels for auto-importing transactions

About

Manage multiple personal bank accounts through a centralized simple web interface

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