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Loans: instalments proposed for booking, rate-revision reminder, dashboard card - #64
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…board card - A loan can say which bank account pays it: from then on each instalment due is proposed (notification centre and the loan page) and booking it records the interest as an expense (new built-in category Loan interest) and the capital as a transfer to the loan. Skip leaves it out; only the oldest pending one can be handled. - Variable-rate loans: a revision date within 14 days (or past) without a rate entered is announced. - Dashboard: Loans card with what is owed, the next instalment and the end date of each loan.
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Summary
PUT /api/loans/{id}/payment-account). From then on (earlier instalments are not proposed) each instalment due appears in the notification centre and on the loan page.POST …/instalments/{n}/book) records the interest as an expense (new built-in category Loan interest, fixed) and the capital as a transfer to the loan account, from the paying account. Skip leaves it out. Only the oldest pending one can be handled, so none is left behind; external ids make the entries traceable. The debt itself keeps following the plan.loans.payment_account_id,loans.last_handled_instalment.Test plan
ng build,npm test(123)🤖 Generated with Claude Code