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Nav by purpose, Loans page, assistant only when configured, clearer savings interest - #65
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…avings interest - Menu: Overview (dashboard, monthly, annual, assistant), Money (transactions, recurring, budgets, goals), Wealth (accounts, portfolio, loans, net worth), Setup (connections, categories, settings). The assistant entry only shows when the server has an Anthropic key (/api/assistant/status). - Loans page: all loans with what is owed, monthly instalments and interest still to pay; 'New loan' creates the debt account and goes to its terms. - Accounts are grouped: everyday money, savings, investments, debts (cards and loans). - Savings interest on the account card reads like the bank: TANB, about how much per day gross and net, and 'net this year (since …)' when the account or its rate is newer than 1 January (AccruingSince in the API), with a hint that earlier interest can be recorded as income.
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Summary
/api/assistant/statusreports it enabled (an Anthropic key on the server)./loans: totals (owed, instalments per month, interest still to pay) and a card per loan; New loan creates the debt account and opens its terms. Loans stay accounts underneath (net worth, capital transfers), but are managed here.AccountInterestDto.AccruingSinceadded.Test plan
ng build,npm test(123)🤖 Generated with Claude Code