feat: Goal-based savings tracking & milestones (Fixes #133)

Author: quzi-biao

app/src/App.tsx

@@ -94,6 +94,7 @@ const App = () => (
           </Route>
           <Route path="/signin" element={<SignIn />} />
           <Route path="/register" element={<Register />} />
+          <Route path="goals" element={<ProtectedRoute><Goals /></ProtectedRoute>} />
           {/* ADD ALL CUSTOM ROUTES ABOVE THE CATCH-ALL "*" ROUTE */}
           <Route path="*" element={<NotFound />} />
         </Routes>

app/src/api/goals.ts

@@ -0,0 +1,51 @@
+import axios from "axios";
+
+const api = axios.create({
+    baseURL: "/api/goals",
+});
+
+api.interceptors.request.use((config) => {
+    const token = localStorage.getItem("token");
+    if (token) {
+        config.headers.Authorization = `Bearer ${token}`;
+    }
+    return config;
+});
+
+export interface GoalMilestone {
+    id: number;
+    name: string;
+    target_amount: number;
+    achieved: boolean;
+}
+
+export interface Goal {
+    id: number;
+    name: string;
+    target_amount: number;
+    current_amount: number;
+    currency: string;
+    deadline: string | null;
+    created_at: string;
+    milestones: GoalMilestone[];
+}
+
+export const getGoals = async (): Promise<Goal[]> => {
+    const response = await api.get("");
+    return response.data;
+};
+
+export const createGoal = async (data: any) => {
+    const response = await api.post("", data);
+    return response.data;
+};
+
+export const updateGoal = async (id: number, data: any) => {
+    const response = await api.put(`/${id}`, data);
+    return response.data;
+};
+
+export const deleteGoal = async (id: number) => {
+    const response = await api.delete(`/${id}`);
+    return response.data;
+};

app/src/pages/Goals.tsx

@@ -0,0 +1,63 @@
+import { useEffect, useState } from "react";
+import { FinancialCard, FinancialCardContent, FinancialCardDescription, FinancialCardHeader, FinancialCardTitle } from "@/components/ui/financial-card";
+import { Button } from "@/components/ui/button";
+import { getGoals, Goal, createGoal } from "@/api/goals";
+
+export function Goals() {
+    const [goals, setGoals] = useState<Goal[]>([]);
+    const [loading, setLoading] = useState(true);
+
+    useEffect(() => {
+        getGoals().then((data) => {
+            setGoals(data);
+            setLoading(false);
+        }).catch(err => {
+            console.error(err);
+            setLoading(false);
+        });
+    }, []);
+
+    const handleCreate = async () => {
+        const name = prompt("Goal name:");
+        if (!name) return;
+        const target = parseFloat(prompt("Target amount:") || "0");
+        if (target <= 0) return;
+        
+        await createGoal({ name, target_amount: target, current_amount: 0 });
+        const updated = await getGoals();
+        setGoals(updated);
+    };
+
+    if (loading) return <div>Loading...</div>;
+
+    return (
+        <div className="space-y-6">
+            <div className="flex justify-between items-center">
+                <h1 className="text-3xl font-bold">Goals & Milestones</h1>
+                <Button onClick={handleCreate}>New Goal</Button>
+            </div>
+            
+            <div className="grid gap-4 md:grid-cols-2 lg:grid-cols-3">
+                {goals.map((g) => (
+                    <FinancialCard key={g.id}>
+                        <FinancialCardHeader>
+                            <FinancialCardTitle>{g.name}</FinancialCardTitle>
+                            <FinancialCardDescription>
+                                {g.current_amount} / {g.target_amount} {g.currency}
+                            </FinancialCardDescription>
+                        </FinancialCardHeader>
+                        <FinancialCardContent>
+                            <div className="w-full bg-secondary rounded-full h-2.5">
+                                <div 
+                                    className="bg-primary h-2.5 rounded-full" 
+                                    style={{ width: `${Math.min((g.current_amount / g.target_amount) * 100, 100)}%` }}
+                                ></div>
+                            </div>
+                        </FinancialCardContent>
+                    </FinancialCard>
+                ))}
+            </div>
+            {goals.length === 0 && <p className="text-muted-foreground">No goals set yet.</p>}
+        </div>
+    );
+}

packages/backend/app/models.py

@@ -133,3 +133,26 @@ class AuditLog(db.Model):
     user_id = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=True)
     action = db.Column(db.String(100), nullable=False)
     created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
+
+
+class Goal(db.Model):
+    __tablename__ = "goals"
+    id = db.Column(db.Integer, primary_key=True)
+    user_id = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=False)
+    name = db.Column(db.String(255), nullable=False)
+    target_amount = db.Column(db.Numeric(12, 2), nullable=False)
+    current_amount = db.Column(db.Numeric(12, 2), default=0.00, nullable=False)
+    currency = db.Column(db.String(10), default="INR", nullable=False)
+    deadline = db.Column(db.Date, nullable=True)
+    created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
+
+    milestones = db.relationship("GoalMilestone", backref="goal", lazy=True, cascade="all, delete-orphan")
+
+class GoalMilestone(db.Model):
+    __tablename__ = "goal_milestones"
+    id = db.Column(db.Integer, primary_key=True)
+    goal_id = db.Column(db.Integer, db.ForeignKey("goals.id"), nullable=False)
+    name = db.Column(db.String(255), nullable=False)
+    target_amount = db.Column(db.Numeric(12, 2), nullable=False)
+    achieved = db.Column(db.Boolean, default=False, nullable=False)
+    created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)

packages/backend/app/routes/__init__.py

@@ -7,6 +7,7 @@
 from .categories import bp as categories_bp
 from .docs import bp as docs_bp
 from .dashboard import bp as dashboard_bp
+from .goals import bp as goals_bp
 
 
 def register_routes(app: Flask):
@@ -18,3 +19,4 @@ def register_routes(app: Flask):
     app.register_blueprint(categories_bp, url_prefix="/categories")
     app.register_blueprint(docs_bp, url_prefix="/docs")
     app.register_blueprint(dashboard_bp, url_prefix="/dashboard")
+    app.register_blueprint(goals_bp, url_prefix="/goals")

packages/backend/app/routes/goals.py

@@ -0,0 +1,96 @@
+from flask import Blueprint, jsonify, request
+from app.models import Goal, GoalMilestone, db
+from app.auth import token_required
+from datetime import datetime
+
+bp = Blueprint("goals", __name__)
+
+@bp.route("", methods=["GET"])
+@token_required
+def get_goals(current_user):
+    goals = Goal.query.filter_by(user_id=current_user.id).all()
+    result = []
+    for g in goals:
+        milestones = GoalMilestone.query.filter_by(goal_id=g.id).all()
+        result.append({
+            "id": g.id,
+            "name": g.name,
+            "target_amount": float(g.target_amount),
+            "current_amount": float(g.current_amount),
+            "currency": g.currency,
+            "deadline": g.deadline.isoformat() if g.deadline else None,
+            "created_at": g.created_at.isoformat(),
+            "milestones": [{
+                "id": m.id,
+                "name": m.name,
+                "target_amount": float(m.target_amount),
+                "achieved": m.achieved
+            } for m in milestones]
+        })
+    return jsonify(result), 200
+
+@bp.route("", methods=["POST"])
+@token_required
+def create_goal(current_user):
+    data = request.json
+    try:
+        deadline = datetime.strptime(data["deadline"], "%Y-%m-%d").date() if data.get("deadline") else None
+    except ValueError:
+        return jsonify({"error": "Invalid date format, use YYYY-MM-DD"}), 400
+
+    new_goal = Goal(
+        user_id=current_user.id,
+        name=data["name"],
+        target_amount=data["target_amount"],
+        current_amount=data.get("current_amount", 0.0),
+        currency=data.get("currency", "INR"),
+        deadline=deadline
+    )
+    db.session.add(new_goal)
+    db.session.commit()
+
+    if "milestones" in data:
+        for m in data["milestones"]:
+            new_ms = GoalMilestone(
+                goal_id=new_goal.id,
+                name=m["name"],
+                target_amount=m["target_amount"],
+                achieved=m.get("achieved", False)
+            )
+            db.session.add(new_ms)
+        db.session.commit()
+
+    return jsonify({"message": "Goal created successfully", "id": new_goal.id}), 201
+
+@bp.route("/<int:goal_id>", methods=["PUT"])
+@token_required
+def update_goal(current_user, goal_id):
+    goal = Goal.query.filter_by(id=goal_id, user_id=current_user.id).first()
+    if not goal:
+        return jsonify({"error": "Goal not found"}), 404
+
+    data = request.json
+    if "name" in data:
+        goal.name = data["name"]
+    if "target_amount" in data:
+        goal.target_amount = data["target_amount"]
+    if "current_amount" in data:
+        goal.current_amount = data["current_amount"]
+    if "deadline" in data:
+        try:
+            goal.deadline = datetime.strptime(data["deadline"], "%Y-%m-%d").date() if data["deadline"] else None
+        except ValueError:
+            return jsonify({"error": "Invalid date format"}), 400
+
+    db.session.commit()
+    return jsonify({"message": "Goal updated successfully"}), 200
+
+@bp.route("/<int:goal_id>", methods=["DELETE"])
+@token_required
+def delete_goal(current_user, goal_id):
+    goal = Goal.query.filter_by(id=goal_id, user_id=current_user.id).first()
+    if not goal:
+        return jsonify({"error": "Goal not found"}), 404
+    db.session.delete(goal)
+    db.session.commit()
+    return jsonify({"message": "Goal deleted successfully"}), 200

packages/backend/tests/test_goals.py

@@ -0,0 +1,24 @@
+import pytest
+from app.models import Goal, GoalMilestone, db
+
+def test_get_goals_empty(client, auth_headers):
+    response = client.get("/goals", headers=auth_headers)
+    assert response.status_code == 200
+    assert response.json == []
+
+def test_create_goal(client, auth_headers):
+    data = {
+        "name": "Buy a car",
+        "target_amount": 10000.0,
+        "deadline": "2026-12-31",
+        "milestones": [
+            {"name": "Save 5k", "target_amount": 5000.0}
+        ]
+    }
+    response = client.post("/goals", json=data, headers=auth_headers)
+    assert response.status_code == 201
+
+    res2 = client.get("/goals", headers=auth_headers)
+    assert len(res2.json) == 1
+    assert res2.json[0]["name"] == "Buy a car"
+    assert len(res2.json[0]["milestones"]) == 1