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Goals can follow a savings account; recording a savings allocation asks which goal - #62

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joaoguimaraespro merged 1 commit into
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feat/goal-linked-account
Oct 10, 2026
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joaoguimaraespro merged 1 commit into
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feat/goal-linked-account

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Summary

  • Goal → account. A goal can follow a cash account (Savings, Bank, Cash, Other; EUR). Its progress is that account's balance — transfers, savings and interest included, nothing to link by hand. Without an account it works as before (starting amount + savings linked to the goal, or an amount tracked by hand). Migration: finance.goals.account_id (FK, ON DELETE SET NULL).
  • Investments never count: brokers, cards and loans cannot be followed (API validation + filtered select).
  • Record → which goal? Recording a month's savings allocation highlights Is this for a goal? in quick add; picking a goal that follows an account sets that account as the destination, so the goal moves.
  • Goal cards show "Follows "; page subtitle and README explain where progress comes from.
  • AI write tools keep the link on update and refuse add to goal for a goal that follows an account; the JSON archive round-trips it.

Test plan

  • dotnet test — 363 passed locally (new: goal follows a savings account's balance, transfers count, card refused)
  • ng build, npm test (123 passed)
  • On the production images: migration applied, goals page / goal form / Record with a goal screenshotted
  • CI

🤖 Generated with Claude Code

…ks which goal

- A goal can follow a cash account (savings, bank, cash; EUR): its progress is that account's balance, so money
  moved there and interest count without linking anything (finance.goals.account_id, FK set null). Without an
  account it works as before (starting amount + linked savings, or an amount tracked by hand). Brokers and cards
  cannot be followed: investments never count towards goals.
- Quick add: recording a month's savings allocation highlights 'Is this for a goal?'; picking a goal that follows
  an account makes that account the destination.
- AI tools keep the link when updating a goal and refuse 'add to goal' for one that follows an account; the JSON
  archive round-trips it.
@joaoguimaraespro
joaoguimaraespro merged commit 12e3e53 into main Oct 10, 2026
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@joaoguimaraespro
joaoguimaraespro deleted the feat/goal-linked-account branch October 10, 2026 10:31
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