06/02 Update functionalities

app/routes/accounts.py

@@ -1,10 +1,13 @@
+from datetime import date
 from flask import Blueprint, render_template, redirect, url_for, flash, request, jsonify
 from flask_login import login_required
 from flask_wtf import FlaskForm
 from wtforms import StringField, SelectField, TextAreaField, SubmitField
 from wtforms.validators import DataRequired, Length, Optional
+from sqlalchemy import func, extract
 from app.extensions import db
 from app.models.account import Account
+from app.models.transaction import Transaction
 from app.services.account_service import calc_balance
 
 accounts_bp = Blueprint('accounts', __name__, url_prefix='/accounts')
@@ -63,11 +66,27 @@ def index():
     credit_accounts = [a for a in all_accounts if a.account_type == 'credit_card']
     accounts = credit_accounts if tab == 'credit' else bank_accounts
 
+    # Monthly charges per credit card (current month expenses)
+    today = date.today()
+    monthly_charges = {}
+    if credit_accounts:
+        rows = db.session.query(
+            Transaction.account_id,
+            func.sum(Transaction.amount)
+        ).filter(
+            Transaction.transaction_type == 'expense',
+            extract('year',  Transaction.date) == today.year,
+            extract('month', Transaction.date) == today.month,
+            Transaction.account_id.in_([a.id for a in credit_accounts])
+        ).group_by(Transaction.account_id).all()
+        monthly_charges = {row[0]: float(row[1]) for row in rows}
+
     return render_template('accounts/index.html',
                            accounts=accounts,
                            tab=tab,
                            bank_count=len(bank_accounts),
-                           credit_count=len(credit_accounts))
+                           credit_count=len(credit_accounts),
+                           monthly_charges=monthly_charges)
 
 
 @accounts_bp.route('/new', methods=['GET', 'POST'])

app/routes/transactions.py

@@ -241,6 +241,14 @@ def transfer():
     form.from_account_id.choices = _account_choices()
     form.to_account_id.choices = _account_choices()
 
+    if request.method == 'GET':
+        prefill_to = request.args.get('to_account_id', '')
+        prefill_desc = request.args.get('description', '')
+        if prefill_to:
+            form.to_account_id.data = prefill_to
+        if prefill_desc:
+            form.description.data = prefill_desc
+
     if form.validate_on_submit():
         if form.from_account_id.data == form.to_account_id.data:
             flash('Source and destination accounts must be different.', 'warning')

app/templates/accounts/index.html

@@ -27,6 +27,8 @@
     {% for acct in accounts %}
     <div class="col-12 col-md-6 col-xl-4">
         <div class="pcard" style="border-left: 4px solid {{ acct.color }};">
+
+            <!-- Header: icon + name + menu -->
             <div class="d-flex justify-content-between align-items-start">
                 <div class="d-flex align-items-center gap-2">
                     <div style="width:36px;height:36px;border-radius:9px;background:{{ acct.color }}22;color:{{ acct.color }};display:flex;align-items:center;justify-content:center;font-size:18px;">
@@ -52,33 +54,59 @@
                 </div>
             </div>
 
+            {% if tab == 'credit' %}
+            <!-- Amount Owed + Monthly Charges -->
+            {% set owed = [0, -acct.balance] | max %}
+            {% set charges = monthly_charges.get(acct.id, 0) %}
+            <div class="d-flex gap-3 mt-3">
+                <div style="flex:1;background:#fff5f5;border-radius:8px;padding:10px 12px;">
+                    <div style="font-size:10px;color:#991b1b;font-weight:600;text-transform:uppercase;letter-spacing:.04em;margin-bottom:2px;">Amount Owed</div>
+                    <div class="mono {% if owed > 0 %}text-expense{% else %}" style="color:#10b981;{% endif %}font-size:20px;font-weight:700;">
+                        {% if owed > 0 %}-{% endif %}{{ owed | currency }}
+                    </div>
+                </div>
+                <div style="flex:1;background:#fafafa;border-radius:8px;padding:10px 12px;">
+                    <div style="font-size:10px;color:var(--muted);font-weight:600;text-transform:uppercase;letter-spacing:.04em;margin-bottom:2px;">This Month</div>
+                    <div class="mono text-expense" style="font-size:20px;font-weight:700;">
+                        {% if charges > 0 %}-{% endif %}{{ charges | currency }}
+                    </div>
+                </div>
+            </div>
+            {% endif %}
+
             {% if acct.notes %}
             <div style="font-size:12px;color:var(--muted);margin-top:10px;">{{ acct.notes }}</div>
             {% endif %}
 
+            <!-- Action buttons -->
             {% if tab == 'credit' %}
             <div class="d-flex gap-2 mt-3">
+                <a href="{{ url_for('transactions.transfer', to_account_id=acct.id, description='Credit Card Payment — ' ~ acct.name) }}"
+                   class="btn btn-sm flex-fill btn-danger" style="font-size:12px;">
+                    <i class="bi bi-send me-1"></i>Pay Card
+                </a>
                 <a href="{{ url_for('transactions.index', tab='expense', account_id=acct.id) }}"
-                   class="btn btn-sm flex-fill" style="font-size:11px;background:#fee2e2;color:#991b1b;border:none;">
+                   class="btn btn-sm flex-fill btn-outline-secondary" style="font-size:12px;">
-                    <i class="bi bi-arrow-up-circle me-1"></i>Charges
+                    <i class="bi bi-list-ul me-1"></i>Charges
                 </a>
                 <a href="{{ url_for('transactions.new', type='expense') }}"
-                   class="btn btn-sm flex-fill" style="font-size:11px;background:#f1f5f9;color:#475569;border:none;">
+                   class="btn btn-sm" style="font-size:12px;background:#f1f5f9;color:#475569;border:none;" title="Add Charge">
-                    <i class="bi bi-plus-lg me-1"></i>Add Charge
+                    <i class="bi bi-plus-lg"></i>
                 </a>
             </div>
             {% else %}
             <div class="d-flex gap-2 mt-3">
                 <a href="{{ url_for('transactions.index', tab='expense', account_id=acct.id) }}"
-                   class="btn btn-sm flex-fill" style="font-size:11px;background:#f1f5f9;color:#475569;border:none;">
+                   class="btn btn-sm flex-fill btn-outline-secondary" style="font-size:12px;">
                     <i class="bi bi-list-ul me-1"></i>Transactions
                 </a>
                 <a href="{{ url_for('transactions.new', type='income') }}"
-                   class="btn btn-sm flex-fill" style="font-size:11px;background:#d1fae5;color:#065f46;border:none;">
+                   class="btn btn-sm flex-fill" style="font-size:12px;background:#d1fae5;color:#065f46;border:none;">
                     <i class="bi bi-plus-lg me-1"></i>Add Income
                 </a>
             </div>
             {% endif %}
+
         </div>
     </div>
     {% endfor %}