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Redesign the Finance overview as one calm annual report - #435

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alexeygrigorev merged 2 commits into
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feat/finance-calm-ui
Nov 12, 2026
Merged

alexeygrigorev merged 2 commits into
mainfrom
feat/finance-calm-ui

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Finance page felt busy. This reworks /finance (markup, CSS, tests only; no API or backend change).

  • Three key numbers first: profit, taxes, owner pay (actual withdrawals); money in / money out / net cash on one line, the same summary totals Bookkeeping uses.
  • Finished years show actuals only: assessed per Bescheid, paid, refunded for that tax year. No estimate is rendered or requested for them.
  • Refund payments are listed under the tax year they settle (backend taxYear attribution), behind a disclosure.
  • Month table: Month, Money in, Money out, Profit, Taxes (one combined column), Owner pay. No Tax refunds column. Current month marked in progress, future months not shown. Taxes by type appear once, under the year total.
  • Removed the Inputs, formula and statutory sources block, the second chart and the CLI hint. Running year keeps a four-number planning estimate.
  • Year switcher is a small segmented control.

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Three key numbers lead (profit, taxes, owner pay as actual withdrawals) with
the Bookkeeping cash totals on one line. Finished years show actuals only:
assessed per Bescheid, paid and the refund that belongs to that tax year; no
estimate is rendered or requested. The month table has one combined Taxes
column, no Tax refunds column, marks the current month in progress, hides
future months and splits taxes by type only under the year total. The
inputs/formula/statutory sources block is gone; the running year keeps a
short planning estimate.
Money in and out leave the month table below 640px (the chart and the cash
line carry them), first-column labels and the taxes-by-type line wrap, and
muted notes inside totals stay regular weight.
@alexeygrigorev
alexeygrigorev merged commit 54c024b into main Nov 12, 2026
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