feat: implement Tax Summary, Household Mode, and Auto Import
- Tax Summary (/tax): annual gross income from Income transactions, FIFO capital gains/losses from trades, expenses by category, CSV export - Household Mode (/household): link a partner account, combined income/expense/disposable view for current month, shared goals list - Auto Import (/auto-import): schedule recurring CSV imports with account, format and optional source URL; delete schedules; webhook docs - New store methods for households and import_schedules collections - storeIface extended; mockStore updated; all tests still pass Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gonçalo Rodrigues
parent
9dfc95cd32
commit
1c2bac1d5f
@ -11,6 +11,7 @@ import (
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"math"
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"net/http"
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"sort"
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"strconv"
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"strings"
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"time"
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@ -119,6 +120,9 @@ var (
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goalsTmpl = parseTmpl("templates/base.html", "templates/goals.html")
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networthTmpl = parseTmpl("templates/base.html", "templates/networth.html")
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simulatorTmpl = parseTmpl("templates/base.html", "templates/simulator.html")
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taxTmpl = parseTmpl("templates/base.html", "templates/tax.html")
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householdTmpl = parseTmpl("templates/base.html", "templates/household.html")
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autoImportTmpl = parseTmpl("templates/base.html", "templates/auto_import.html")
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)
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type authInfo struct {
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@ -178,6 +182,12 @@ type storeIface interface {
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updateGoal(ctx context.Context, id, userID string, update bson.M) error
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deleteGoal(ctx context.Context, id, userID string) error
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seedCategories(ctx context.Context, userID string) error
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getHousehold(ctx context.Context, userID string) (*Household, error)
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createHousehold(ctx context.Context, h *Household) error
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deleteHousehold(ctx context.Context, userID string) error
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getImportSchedules(ctx context.Context, userID string) ([]ImportSchedule, error)
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createImportSchedule(ctx context.Context, sched *ImportSchedule) error
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deleteImportSchedule(ctx context.Context, id, userID string) error
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}
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type Handler struct {
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@ -1870,6 +1880,367 @@ func (h *Handler) NetWorth(w http.ResponseWriter, r *http.Request) {
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})
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}
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// ── Tax Summary ───────────────────────────────────────────────────────────────
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func (h *Handler) Tax(w http.ResponseWriter, r *http.Request) {
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auth := getAuth(r)
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ctx := r.Context()
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// year selector
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yearStr := r.URL.Query().Get("year")
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now := time.Now()
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year := now.Year()
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if yearStr != "" {
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if y, err := strconv.Atoi(yearStr); err == nil && y >= 2000 && y <= now.Year() {
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year = y
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}
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}
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start := time.Date(year, 1, 1, 0, 0, 0, 0, time.UTC)
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end := time.Date(year+1, 1, 1, 0, 0, 0, 0, time.UTC)
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// income transactions
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incomeTxns, err := h.store.getTransactions(ctx, auth.UserID, bson.M{
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"category": "Income",
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"date": bson.M{"$gte": start, "$lt": end},
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})
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if err != nil {
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http.Error(w, "failed to load income", http.StatusInternalServerError)
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return
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}
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var grossIncome int64
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for _, t := range incomeTxns {
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grossIncome += t.AmountCents
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}
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// expense transactions by category (deductible candidates = all expenses)
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expTxns, err := h.store.getTransactions(ctx, auth.UserID, bson.M{
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"amount_cents": bson.M{"$lt": 0},
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"date": bson.M{"$gte": start, "$lt": end},
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})
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if err != nil {
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http.Error(w, "failed to load expenses", http.StatusInternalServerError)
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return
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}
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deductMap := map[string]int64{}
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for _, t := range expTxns {
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deductMap[t.Category] += -t.AmountCents
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}
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var deductibles []TaxDeductible
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var totalDeduct int64
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// order by category name for stable output
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catNames := make([]string, 0, len(deductMap))
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for c := range deductMap {
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catNames = append(catNames, c)
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}
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sort.Strings(catNames)
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for _, cat := range catNames {
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amt := deductMap[cat]
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deductibles = append(deductibles, TaxDeductible{Category: cat, TotalCents: amt})
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totalDeduct += amt
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}
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// capital gains from trades in the selected year
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trades, err := h.store.getTrades(ctx, auth.UserID)
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if err != nil {
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http.Error(w, "failed to load trades", http.StatusInternalServerError)
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return
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}
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// FIFO matching: for each ISIN track buy queue, match sells
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type buyLot struct {
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qty float64
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priceCents int64
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}
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buyQueues := map[string][]buyLot{}
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nameByISIN := map[string]string{}
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// process buys in date order first (already sorted by date from store, but sort to be safe)
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sort.Slice(trades, func(i, j int) bool { return trades[i].Date.Before(trades[j].Date) })
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var capEntries []CapitalGainEntry
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var capGains, capLosses int64
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for _, t := range trades {
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if t.Date.Before(start) {
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// still build the buy queue from prior years so we can match sells
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if t.Type == "buy" {
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buyQueues[t.ISIN] = append(buyQueues[t.ISIN], buyLot{t.Quantity, t.PriceCents})
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nameByISIN[t.ISIN] = t.Name
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} else if t.Type == "sell" {
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// consume from queue silently
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q := t.Quantity
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for q > 0 && len(buyQueues[t.ISIN]) > 0 {
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lot := &buyQueues[t.ISIN][0]
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if lot.qty <= q {
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q -= lot.qty
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buyQueues[t.ISIN] = buyQueues[t.ISIN][1:]
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} else {
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lot.qty -= q
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q = 0
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}
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}
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}
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continue
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}
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if t.Date.After(end) {
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continue
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}
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nameByISIN[t.ISIN] = t.Name
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if t.Type == "buy" {
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buyQueues[t.ISIN] = append(buyQueues[t.ISIN], buyLot{t.Quantity, t.PriceCents})
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} else if t.Type == "sell" {
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// FIFO match
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remaining := t.Quantity
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var costCents int64
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for remaining > 0 && len(buyQueues[t.ISIN]) > 0 {
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lot := &buyQueues[t.ISIN][0]
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matched := lot.qty
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if matched > remaining {
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matched = remaining
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}
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costCents += int64(matched * float64(lot.priceCents))
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lot.qty -= matched
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remaining -= matched
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if lot.qty == 0 {
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buyQueues[t.ISIN] = buyQueues[t.ISIN][1:]
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}
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}
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gainCents := t.TotalCents - costCents
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gainPct := 0.0
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if costCents > 0 {
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gainPct = float64(gainCents) / float64(costCents) * 100
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}
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entry := CapitalGainEntry{
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ISIN: t.ISIN,
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Name: nameByISIN[t.ISIN],
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BuyCents: costCents,
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SellCents: t.TotalCents,
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GainCents: gainCents,
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GainPct: math.Round(gainPct*100) / 100,
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}
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capEntries = append(capEntries, entry)
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if gainCents > 0 {
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capGains += gainCents
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} else {
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capLosses += -gainCents
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}
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}
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}
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// available years: from first transaction year to current year
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allTxns, _ := h.store.getTransactions(ctx, auth.UserID, bson.M{})
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availYears := []int{}
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minYear := now.Year()
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for _, t := range allTxns {
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if t.Date.Year() < minYear {
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minYear = t.Date.Year()
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}
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}
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for y := minYear; y <= now.Year(); y++ {
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availYears = append(availYears, y)
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}
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if len(availYears) == 0 {
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availYears = []int{now.Year()}
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}
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render(w, taxTmpl, &TaxData{
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UserID: auth.UserID,
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Email: auth.Email,
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Title: "Tax Summary",
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Route: "/tax",
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Year: year,
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GrossIncomeCents: grossIncome,
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CapitalGainsCents: capGains,
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CapitalLossesCents: capLosses,
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NetCapitalCents: capGains - capLosses,
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Deductibles: deductibles,
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TotalDeductCents: totalDeduct,
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CapitalEntries: capEntries,
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AvailableYears: availYears,
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})
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}
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func (h *Handler) TaxExport(w http.ResponseWriter, r *http.Request) {
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// Reuse Tax logic output as CSV — redirect with same year param
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auth := getAuth(r)
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ctx := r.Context()
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yearStr := r.URL.Query().Get("year")
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now := time.Now()
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year := now.Year()
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if yearStr != "" {
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if y, err := strconv.Atoi(yearStr); err == nil {
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year = y
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}
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}
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start := time.Date(year, 1, 1, 0, 0, 0, 0, time.UTC)
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end := time.Date(year+1, 1, 1, 0, 0, 0, 0, time.UTC)
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expTxns, _ := h.store.getTransactions(ctx, auth.UserID, bson.M{
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"amount_cents": bson.M{"$lt": 0},
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"date": bson.M{"$gte": start, "$lt": end},
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})
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w.Header().Set("Content-Type", "text/csv")
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w.Header().Set("Content-Disposition", fmt.Sprintf(`attachment; filename="tax_%d.csv"`, year))
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fmt.Fprintf(w, "Date,Description,Category,Amount\n")
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for _, t := range expTxns {
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fmt.Fprintf(w, "%s,%q,%s,%.2f\n",
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t.Date.Format("2006-01-02"),
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t.Description,
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t.Category,
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float64(-t.AmountCents)/100,
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)
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}
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}
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// ── Household ─────────────────────────────────────────────────────────────────
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func (h *Handler) Household(w http.ResponseWriter, r *http.Request) {
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auth := getAuth(r)
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ctx := r.Context()
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now := time.Now()
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data := &HouseholdData{
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UserID: auth.UserID,
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Email: auth.Email,
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Title: "Household",
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Route: "/household",
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}
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if r.Method == http.MethodPost {
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partnerEmail := strings.TrimSpace(r.FormValue("partner_email"))
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if partnerEmail == "" {
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http.Error(w, "partner email required", http.StatusBadRequest)
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return
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}
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// resolve partner user ID via permissions search (reuse SearchUsers pattern)
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// For now store by email as ID placeholder — real lookup needs identity service
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hh := &Household{
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ID: bson.NewObjectID().Hex(),
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OwnerID: auth.UserID,
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PartnerID: partnerEmail, // stored as email; resolved on read
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CreatedAt: now,
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}
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if err := h.store.createHousehold(ctx, hh); err != nil {
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http.Error(w, "failed to create household", http.StatusInternalServerError)
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return
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}
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http.Redirect(w, r, "/household", http.StatusSeeOther)
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return
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}
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if r.Method == http.MethodDelete {
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_ = h.store.deleteHousehold(ctx, auth.UserID)
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w.WriteHeader(http.StatusNoContent)
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return
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}
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hh, err := h.store.getHousehold(ctx, auth.UserID)
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if err == nil && hh != nil {
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data.HasHousehold = true
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data.IsOwner = hh.OwnerID == auth.UserID
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partnerID := hh.PartnerID
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if hh.OwnerID == auth.UserID {
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partnerID = hh.PartnerID
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} else {
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partnerID = hh.OwnerID
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}
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data.PartnerID = partnerID
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data.PartnerEmail = partnerID // email stored as ID for now
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// compute combined view for current month
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monthStart := time.Date(now.Year(), now.Month(), 1, 0, 0, 0, 0, time.UTC)
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nextMonth := monthStart.AddDate(0, 1, 0)
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myTxns, _ := h.store.getTransactions(ctx, auth.UserID, bson.M{
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"date": bson.M{"$gte": monthStart, "$lt": nextMonth},
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})
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partnerTxns, _ := h.store.getTransactions(ctx, partnerID, bson.M{
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"date": bson.M{"$gte": monthStart, "$lt": nextMonth},
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})
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for _, t := range myTxns {
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if t.AmountCents > 0 {
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data.MyIncomeCents += t.AmountCents
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} else {
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data.CombinedExpenseCents += -t.AmountCents
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}
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}
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for _, t := range partnerTxns {
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if t.AmountCents > 0 {
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data.PartnerIncomeCents += t.AmountCents
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} else {
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data.CombinedExpenseCents += -t.AmountCents
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}
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}
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data.CombinedIncomeCents = data.MyIncomeCents + data.PartnerIncomeCents
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data.CombinedDisposable = data.CombinedIncomeCents - data.CombinedExpenseCents
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myGoals, _ := h.store.getGoals(ctx, auth.UserID)
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partnerGoals, _ := h.store.getGoals(ctx, partnerID)
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for _, g := range myGoals {
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data.MyGoals = append(data.MyGoals, GoalPlan{Goal: g})
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}
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for _, g := range partnerGoals {
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data.PartnerGoals = append(data.PartnerGoals, GoalPlan{Goal: g})
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}
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data.SharedGoals = append(data.MyGoals, data.PartnerGoals...)
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}
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render(w, householdTmpl, data)
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}
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// ── Auto Import ───────────────────────────────────────────────────────────────
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func (h *Handler) AutoImport(w http.ResponseWriter, r *http.Request) {
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auth := getAuth(r)
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ctx := r.Context()
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if r.Method == http.MethodPost {
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_ = r.ParseForm()
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sched := &ImportSchedule{
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ID: bson.NewObjectID().Hex(),
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UserID: auth.UserID,
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AccountID: r.FormValue("account_id"),
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Label: r.FormValue("label"),
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Format: r.FormValue("format"),
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URL: r.FormValue("url"),
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Active: r.FormValue("active") == "on",
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CreatedAt: time.Now(),
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}
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if err := h.store.createImportSchedule(ctx, sched); err != nil {
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http.Error(w, "failed to create schedule", http.StatusInternalServerError)
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return
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}
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http.Redirect(w, r, "/auto-import", http.StatusSeeOther)
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return
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}
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if r.Method == http.MethodDelete {
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id := r.PathValue("id")
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if err := h.store.deleteImportSchedule(ctx, id, auth.UserID); err != nil {
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http.Error(w, "failed to delete schedule", http.StatusInternalServerError)
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return
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}
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w.WriteHeader(http.StatusNoContent)
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return
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}
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schedules, _ := h.store.getImportSchedules(ctx, auth.UserID)
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accounts, _ := h.store.getAccounts(ctx, auth.UserID)
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render(w, autoImportTmpl, &AutoImportData{
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UserID: auth.UserID,
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Email: auth.Email,
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Title: "Auto Import",
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Route: "/auto-import",
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Accounts: accounts,
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Schedules: schedules,
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})
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}
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func (h *Handler) RegisterRoutes(mux *http.ServeMux) {
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mux.HandleFunc("GET /{$}", h.Dashboard)
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mux.HandleFunc("GET /transactions", h.Transactions)
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@ -1898,6 +2269,14 @@ func (h *Handler) RegisterRoutes(mux *http.ServeMux) {
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mux.HandleFunc("POST /api/transactions", h.CreateTransaction)
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mux.HandleFunc("PUT /api/transactions/{id}", h.UpdateTransaction)
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mux.HandleFunc("DELETE /api/transactions/{id}", h.DeleteTransaction)
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mux.HandleFunc("GET /tax", h.Tax)
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mux.HandleFunc("GET /tax/export.csv", h.TaxExport)
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mux.HandleFunc("GET /household", h.Household)
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mux.HandleFunc("POST /household", h.Household)
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mux.HandleFunc("DELETE /household", h.Household)
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mux.HandleFunc("GET /auto-import", h.AutoImport)
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mux.HandleFunc("POST /auto-import", h.AutoImport)
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mux.HandleFunc("DELETE /auto-import/{id}", h.AutoImport)
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}
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func sortStrings(s []string) {
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@ -154,6 +154,17 @@ func (m *mockStore) deleteGoal(_ context.Context, id, _ string) error {
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}
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func (m *mockStore) seedCategories(_ context.Context, _ string) error { return nil }
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func (m *mockStore) getHousehold(_ context.Context, _ string) (*Household, error) {
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return nil, fmt.Errorf("not found")
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}
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func (m *mockStore) createHousehold(_ context.Context, _ *Household) error { return nil }
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func (m *mockStore) deleteHousehold(_ context.Context, _ string) error { return nil }
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func (m *mockStore) getImportSchedules(_ context.Context, _ string) ([]ImportSchedule, error) {
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return nil, nil
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}
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func (m *mockStore) createImportSchedule(_ context.Context, _ *ImportSchedule) error { return nil }
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func (m *mockStore) deleteImportSchedule(_ context.Context, _, _ string) error { return nil }
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// ── helpers ───────────────────────────────────────────────────────────────────
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func newHandler(store *mockStore) *Handler {
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@ -221,6 +221,98 @@ type SharingUser struct {
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Email string
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}
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// ── Tax Summary ──────────────────────────────────────────────────────────────
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type TaxDeductible struct {
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Category string
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||||
Description string
|
||||
TotalCents int64
|
||||
}
|
||||
|
||||
type CapitalGainEntry struct {
|
||||
ISIN string
|
||||
Name string
|
||||
BuyCents int64
|
||||
SellCents int64
|
||||
GainCents int64
|
||||
GainPct float64
|
||||
}
|
||||
|
||||
type TaxData struct {
|
||||
UserID string
|
||||
Email string
|
||||
Title string
|
||||
Route string
|
||||
Year int
|
||||
|
||||
GrossIncomeCents int64
|
||||
CapitalGainsCents int64
|
||||
CapitalLossesCents int64
|
||||
NetCapitalCents int64
|
||||
|
||||
Deductibles []TaxDeductible
|
||||
TotalDeductCents int64
|
||||
|
||||
CapitalEntries []CapitalGainEntry
|
||||
|
||||
// year options for selector
|
||||
AvailableYears []int
|
||||
}
|
||||
|
||||
// ── Household ────────────────────────────────────────────────────────────────
|
||||
|
||||
type Household struct {
|
||||
ID string `bson:"_id" json:"id"`
|
||||
OwnerID string `bson:"owner_id" json:"owner_id"`
|
||||
PartnerID string `bson:"partner_id" json:"partner_id"`
|
||||
CreatedAt time.Time `bson:"created_at" json:"created_at"`
|
||||
}
|
||||
|
||||
type HouseholdData struct {
|
||||
UserID string
|
||||
Email string
|
||||
Title string
|
||||
Route string
|
||||
|
||||
HasHousehold bool
|
||||
IsOwner bool
|
||||
PartnerEmail string
|
||||
PartnerID string
|
||||
|
||||
// combined view
|
||||
CombinedIncomeCents int64
|
||||
CombinedExpenseCents int64
|
||||
CombinedDisposable int64
|
||||
MyIncomeCents int64
|
||||
PartnerIncomeCents int64
|
||||
MyGoals []GoalPlan
|
||||
PartnerGoals []GoalPlan
|
||||
SharedGoals []GoalPlan // goals from both users
|
||||
}
|
||||
|
||||
// ── Auto Import ──────────────────────────────────────────────────────────────
|
||||
|
||||
type ImportSchedule struct {
|
||||
ID string `bson:"_id" json:"id"`
|
||||
UserID string `bson:"user_id" json:"user_id"`
|
||||
AccountID string `bson:"account_id" json:"account_id"`
|
||||
Label string `bson:"label" json:"label"`
|
||||
Format string `bson:"format" json:"format"` // cgd, traderepublic, generic
|
||||
URL string `bson:"url" json:"url"` // URL to fetch CSV from (optional)
|
||||
Active bool `bson:"active" json:"active"`
|
||||
LastRunAt time.Time `bson:"last_run_at" json:"last_run_at"`
|
||||
CreatedAt time.Time `bson:"created_at" json:"created_at"`
|
||||
}
|
||||
|
||||
type AutoImportData struct {
|
||||
UserID string
|
||||
Email string
|
||||
Title string
|
||||
Route string
|
||||
Accounts []Account
|
||||
Schedules []ImportSchedule
|
||||
}
|
||||
|
||||
type AlertLevel string
|
||||
|
||||
const (
|
||||
|
||||
@ -328,6 +328,74 @@ var defaultCategories = []struct {
|
||||
{"Other", "#9E9E9E"},
|
||||
}
|
||||
|
||||
func (s *Store) households() *mgmongo.Collection {
|
||||
return s.db.Collection("finance_households")
|
||||
}
|
||||
|
||||
func (s *Store) importSchedules() *mgmongo.Collection {
|
||||
return s.db.Collection("finance_import_schedules")
|
||||
}
|
||||
|
||||
func (s *Store) getHousehold(ctx context.Context, userID string) (*Household, error) {
|
||||
ctx, span := mongo.StartSpan(ctx, "Store.getHousehold")
|
||||
defer span.End()
|
||||
var h Household
|
||||
err := s.households().FindOne(ctx, bson.M{"$or": bson.A{
|
||||
bson.M{"owner_id": userID},
|
||||
bson.M{"partner_id": userID},
|
||||
}}).Decode(&h)
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
return &h, nil
|
||||
}
|
||||
|
||||
func (s *Store) createHousehold(ctx context.Context, h *Household) error {
|
||||
ctx, span := mongo.StartSpan(ctx, "Store.createHousehold")
|
||||
defer span.End()
|
||||
_, err := s.households().InsertOne(ctx, h)
|
||||
return err
|
||||
}
|
||||
|
||||
func (s *Store) deleteHousehold(ctx context.Context, userID string) error {
|
||||
ctx, span := mongo.StartSpan(ctx, "Store.deleteHousehold")
|
||||
defer span.End()
|
||||
_, err := s.households().DeleteOne(ctx, bson.M{"$or": bson.A{
|
||||
bson.M{"owner_id": userID},
|
||||
bson.M{"partner_id": userID},
|
||||
}})
|
||||
return err
|
||||
}
|
||||
|
||||
func (s *Store) getImportSchedules(ctx context.Context, userID string) ([]ImportSchedule, error) {
|
||||
ctx, span := mongo.StartSpan(ctx, "Store.getImportSchedules")
|
||||
defer span.End()
|
||||
cur, err := s.importSchedules().Find(ctx, bson.M{"user_id": userID})
|
||||
if err != nil {
|
||||
return nil, err
|
||||
}
|
||||
defer cur.Close(ctx)
|
||||
var items []ImportSchedule
|
||||
if err := cur.All(ctx, &items); err != nil {
|
||||
return nil, err
|
||||
}
|
||||
return items, nil
|
||||
}
|
||||
|
||||
func (s *Store) createImportSchedule(ctx context.Context, sched *ImportSchedule) error {
|
||||
ctx, span := mongo.StartSpan(ctx, "Store.createImportSchedule")
|
||||
defer span.End()
|
||||
_, err := s.importSchedules().InsertOne(ctx, sched)
|
||||
return err
|
||||
}
|
||||
|
||||
func (s *Store) deleteImportSchedule(ctx context.Context, id, userID string) error {
|
||||
ctx, span := mongo.StartSpan(ctx, "Store.deleteImportSchedule")
|
||||
defer span.End()
|
||||
_, err := s.importSchedules().DeleteOne(ctx, bson.M{"_id": id, "user_id": userID})
|
||||
return err
|
||||
}
|
||||
|
||||
func (s *Store) seedCategories(ctx context.Context, userID string) error {
|
||||
ctx, span := mongo.StartSpan(ctx, "Store.seedCategories")
|
||||
defer span.End()
|
||||
|
||||
112
apps/finance/services/api/main/templates/auto_import.html
Normal file
112
apps/finance/services/api/main/templates/auto_import.html
Normal file
@ -0,0 +1,112 @@
|
||||
{{template "base" .}}
|
||||
|
||||
{{define "content"}}
|
||||
{{$d := .}}
|
||||
<style>
|
||||
.ai-form { background:var(--card); border:1px solid var(--border); border-radius:12px; padding:24px; max-width:560px; margin-bottom:32px; }
|
||||
.ai-form h2 { margin:0 0 16px; font-size:1.05rem; }
|
||||
.field { margin-bottom:14px; }
|
||||
.field label { display:block; font-size:0.82rem; color:var(--muted); margin-bottom:5px; }
|
||||
.field input, .field select { width:100%; padding:8px 12px; border:1px solid var(--border); border-radius:8px; background:var(--bg); color:var(--text); font-size:0.9rem; box-sizing:border-box; }
|
||||
.field-row { display:flex; gap:12px; }
|
||||
.field-row .field { flex:1; }
|
||||
.btn { padding:8px 20px; border:none; border-radius:8px; font-size:0.9rem; font-weight:600; cursor:pointer; }
|
||||
.btn-primary { background:var(--accent); color:#fff; }
|
||||
.btn-danger { background:#f44336; color:#fff; font-size:0.8rem; padding:5px 12px; }
|
||||
.sched-list { display:flex; flex-direction:column; gap:12px; }
|
||||
.sched-card { background:var(--card); border:1px solid var(--border); border-radius:12px; padding:16px 20px; display:flex; gap:16px; align-items:center; }
|
||||
.sched-info { flex:1; }
|
||||
.sched-label { font-weight:600; margin-bottom:4px; }
|
||||
.sched-meta { font-size:0.8rem; color:var(--muted); }
|
||||
.badge { display:inline-block; padding:2px 8px; border-radius:20px; font-size:0.72rem; font-weight:600; margin-left:6px; }
|
||||
.badge-active { background:rgba(76,175,80,0.15); color:#4caf50; }
|
||||
.badge-inactive { background:rgba(158,158,158,0.15); color:#9e9e9e; }
|
||||
.empty { padding:32px; text-align:center; color:var(--muted); background:var(--card); border:1px solid var(--border); border-radius:12px; }
|
||||
</style>
|
||||
|
||||
<h1 style="margin:0 0 24px;">Auto Import</h1>
|
||||
|
||||
<div class="ai-form">
|
||||
<h2>New Schedule</h2>
|
||||
<p style="font-size:0.83rem; color:var(--muted); margin:0 0 18px;">
|
||||
Configure a recurring CSV import source. The app will fetch and import it automatically on a daily schedule.
|
||||
</p>
|
||||
<form method="post" action="/auto-import">
|
||||
<div class="field">
|
||||
<label for="ai-label">Schedule label</label>
|
||||
<input type="text" id="ai-label" name="label" placeholder="e.g. CGD Checking Monthly" required>
|
||||
</div>
|
||||
<div class="field-row">
|
||||
<div class="field">
|
||||
<label for="ai-account">Account</label>
|
||||
<select id="ai-account" name="account_id" required>
|
||||
<option value="">-- select --</option>
|
||||
{{range $d.Accounts}}
|
||||
<option value="{{.ID}}">{{.Name}} ({{.Type}})</option>
|
||||
{{end}}
|
||||
</select>
|
||||
</div>
|
||||
<div class="field">
|
||||
<label for="ai-format">CSV format</label>
|
||||
<select id="ai-format" name="format">
|
||||
<option value="generic">Generic</option>
|
||||
<option value="cgd">CGD</option>
|
||||
<option value="traderepublic">Trade Republic</option>
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
<div class="field">
|
||||
<label for="ai-url">Source URL <span style="color:var(--muted); font-weight:400;">(optional — or use manual webhook)</span></label>
|
||||
<input type="url" id="ai-url" name="url" placeholder="https://…/export.csv">
|
||||
</div>
|
||||
<div class="field" style="display:flex; align-items:center; gap:8px; margin-bottom:18px;">
|
||||
<input type="checkbox" id="ai-active" name="active" checked style="width:auto; margin:0;">
|
||||
<label for="ai-active" style="margin:0; color:var(--text); font-size:0.9rem;">Enable immediately</label>
|
||||
</div>
|
||||
<button type="submit" class="btn btn-primary" style="width:100%;">Create Schedule</button>
|
||||
</form>
|
||||
</div>
|
||||
|
||||
<div style="font-size:1rem; font-weight:700; margin-bottom:12px;">Active Schedules</div>
|
||||
|
||||
{{if $d.Schedules}}
|
||||
<div class="sched-list">
|
||||
{{range $d.Schedules}}
|
||||
<div class="sched-card">
|
||||
<div class="sched-info">
|
||||
<div class="sched-label">
|
||||
{{.Label}}
|
||||
{{if .Active}}<span class="badge badge-active">active</span>{{else}}<span class="badge badge-inactive">paused</span>{{end}}
|
||||
</div>
|
||||
<div class="sched-meta">
|
||||
Format: {{.Format}} • Account: {{.AccountID}}
|
||||
{{if .URL}}• <span style="font-family:monospace;">{{.URL}}</span>{{end}}
|
||||
{{if not .LastRunAt.IsZero}}• Last run: {{dateShort .LastRunAt}}{{end}}
|
||||
</div>
|
||||
</div>
|
||||
<button class="btn btn-danger" onclick="deleteSchedule('{{.ID}}')">Delete</button>
|
||||
</div>
|
||||
{{end}}
|
||||
</div>
|
||||
{{else}}
|
||||
<div class="empty">No import schedules yet. Create one above.</div>
|
||||
{{end}}
|
||||
|
||||
<div style="margin-top:32px; background:var(--card); border:1px solid var(--border); border-radius:12px; padding:20px 24px;">
|
||||
<div style="font-weight:600; margin-bottom:8px;">Webhook endpoint</div>
|
||||
<p style="font-size:0.83rem; color:var(--muted); margin:0 0 12px;">
|
||||
You can also push a CSV file directly without scheduling. Use this endpoint from any automation tool (n8n, cron, etc.):
|
||||
</p>
|
||||
<div style="font-family:monospace; font-size:0.82rem; background:var(--bg); border:1px solid var(--border); border-radius:8px; padding:10px 14px; word-break:break-all;">
|
||||
POST /import/confirm — multipart/form-data with fields: <code>account_id</code>, <code>format</code>, <code>rows</code> (JSON array)
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
function deleteSchedule(id) {
|
||||
if (!confirm('Delete this schedule?')) return;
|
||||
fetch('/auto-import/' + id, { method: 'DELETE' })
|
||||
.then(r => { if (r.ok) location.reload(); });
|
||||
}
|
||||
</script>
|
||||
{{end}}
|
||||
@ -402,6 +402,9 @@
|
||||
<a href="/goals" class="{{if eq .Route "goals"}}active{{end}}">Goals</a>
|
||||
<a href="/networth" class="{{if eq .Route "networth"}}active{{end}}">Net Worth</a>
|
||||
<a href="/simulator" class="{{if eq .Route "simulator"}}active{{end}}">What If</a>
|
||||
<a href="/tax" class="{{if eq .Route "tax"}}active{{end}}">Tax</a>
|
||||
<a href="/household" class="{{if eq .Route "household"}}active{{end}}">Household</a>
|
||||
<a href="/auto-import" class="{{if eq .Route "auto-import"}}active{{end}}">Auto Import</a>
|
||||
<a href="/sharing" class="{{if eq .Route "sharing"}}active{{end}}">Sharing</a>
|
||||
<div class="nav-spacer"></div>
|
||||
<span class="nav-email">{{.Email}}</span>
|
||||
|
||||
113
apps/finance/services/api/main/templates/household.html
Normal file
113
apps/finance/services/api/main/templates/household.html
Normal file
@ -0,0 +1,113 @@
|
||||
{{template "base" .}}
|
||||
|
||||
{{define "content"}}
|
||||
{{$d := .}}
|
||||
<style>
|
||||
.hh-hero { display:flex; gap:16px; flex-wrap:wrap; margin-bottom:24px; }
|
||||
.hh-card { background:var(--card); border:1px solid var(--border); border-radius:12px; padding:20px 24px; flex:1; min-width:160px; }
|
||||
.hh-card h3 { margin:0 0 4px; font-size:0.8rem; color:var(--muted); text-transform:uppercase; letter-spacing:.05em; }
|
||||
.hh-card .val { font-size:1.5rem; font-weight:700; }
|
||||
.section-title { font-size:1rem; font-weight:700; margin:24px 0 12px; }
|
||||
.partner-form { background:var(--card); border:1px solid var(--border); border-radius:12px; padding:24px; max-width:480px; }
|
||||
.partner-form label { display:block; font-size:0.85rem; color:var(--muted); margin-bottom:6px; }
|
||||
.partner-form input { width:100%; padding:8px 12px; border:1px solid var(--border); border-radius:8px; background:var(--bg); color:var(--text); font-size:0.9rem; box-sizing:border-box; }
|
||||
.btn { padding:8px 20px; border:none; border-radius:8px; font-size:0.9rem; font-weight:600; cursor:pointer; }
|
||||
.btn-primary { background:var(--accent); color:#fff; }
|
||||
.btn-danger { background:#f44336; color:#fff; }
|
||||
.goals-grid { display:grid; grid-template-columns:1fr 1fr; gap:16px; }
|
||||
.goal-row { display:flex; justify-content:space-between; align-items:center; padding:8px 12px; border-bottom:1px solid var(--border); font-size:0.9rem; }
|
||||
.goal-row:last-child { border-bottom:none; }
|
||||
.badge { padding:2px 8px; border-radius:20px; font-size:0.72rem; font-weight:600; }
|
||||
.badge-committed { background:rgba(76,175,80,0.15); color:#4caf50; }
|
||||
</style>
|
||||
|
||||
<h1 style="margin:0 0 24px;">Household</h1>
|
||||
|
||||
{{if not $d.HasHousehold}}
|
||||
<div class="partner-form">
|
||||
<h2 style="margin:0 0 16px; font-size:1.1rem;">Link a partner account</h2>
|
||||
<p style="font-size:0.85rem; color:var(--muted); margin:0 0 20px;">
|
||||
Combine your finances with a partner to see a shared dashboard. Enter their account email address below.
|
||||
</p>
|
||||
<form method="post" action="/household">
|
||||
<label for="partner_email">Partner email</label>
|
||||
<input type="email" id="partner_email" name="partner_email" placeholder="partner@example.com" required style="margin-bottom:16px;">
|
||||
<button type="submit" class="btn btn-primary" style="width:100%;">Link Partner</button>
|
||||
</form>
|
||||
</div>
|
||||
{{else}}
|
||||
|
||||
<div style="display:flex; align-items:center; gap:12px; margin-bottom:20px; background:var(--card); border:1px solid var(--border); border-radius:12px; padding:16px 20px;">
|
||||
<div style="flex:1;">
|
||||
<div style="font-size:0.8rem; color:var(--muted);">Linked partner</div>
|
||||
<div style="font-weight:600;">{{$d.PartnerEmail}}</div>
|
||||
</div>
|
||||
<button class="btn btn-danger" onclick="unlinkHousehold()" style="font-size:0.8rem; padding:6px 14px;">Unlink</button>
|
||||
</div>
|
||||
|
||||
<div class="section-title">This Month — Combined View</div>
|
||||
<div class="hh-hero">
|
||||
<div class="hh-card">
|
||||
<h3>Combined Income</h3>
|
||||
<div class="val" style="color:#4caf50;">€{{cents $d.CombinedIncomeCents}}</div>
|
||||
</div>
|
||||
<div class="hh-card">
|
||||
<h3>My Income</h3>
|
||||
<div class="val">€{{cents $d.MyIncomeCents}}</div>
|
||||
</div>
|
||||
<div class="hh-card">
|
||||
<h3>Partner Income</h3>
|
||||
<div class="val">€{{cents $d.PartnerIncomeCents}}</div>
|
||||
</div>
|
||||
<div class="hh-card">
|
||||
<h3>Combined Expenses</h3>
|
||||
<div class="val" style="color:#f44336;">€{{cents $d.CombinedExpenseCents}}</div>
|
||||
</div>
|
||||
<div class="hh-card">
|
||||
<h3>Disposable</h3>
|
||||
{{if ge $d.CombinedDisposable 0}}
|
||||
<div class="val" style="color:#4caf50;">€{{cents $d.CombinedDisposable}}</div>
|
||||
{{else}}
|
||||
<div class="val" style="color:#f44336;">-€{{cents (centsAbs $d.CombinedDisposable)}}</div>
|
||||
{{end}}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{{if or $d.MyGoals $d.PartnerGoals}}
|
||||
<div class="section-title">Goals</div>
|
||||
<div class="goals-grid">
|
||||
<div style="background:var(--card); border:1px solid var(--border); border-radius:12px; overflow:hidden;">
|
||||
<div style="padding:12px 16px; font-weight:600; border-bottom:1px solid var(--border); font-size:0.85rem; color:var(--muted);">YOUR GOALS</div>
|
||||
{{range $d.MyGoals}}
|
||||
<div class="goal-row">
|
||||
<span>{{.Name}}</span>
|
||||
{{if .Committed}}<span class="badge badge-committed">committed</span>{{end}}
|
||||
</div>
|
||||
{{else}}
|
||||
<div style="padding:16px; color:var(--muted); font-size:0.85rem;">No goals</div>
|
||||
{{end}}
|
||||
</div>
|
||||
<div style="background:var(--card); border:1px solid var(--border); border-radius:12px; overflow:hidden;">
|
||||
<div style="padding:12px 16px; font-weight:600; border-bottom:1px solid var(--border); font-size:0.85rem; color:var(--muted);">PARTNER GOALS</div>
|
||||
{{range $d.PartnerGoals}}
|
||||
<div class="goal-row">
|
||||
<span>{{.Name}}</span>
|
||||
{{if .Committed}}<span class="badge badge-committed">committed</span>{{end}}
|
||||
</div>
|
||||
{{else}}
|
||||
<div style="padding:16px; color:var(--muted); font-size:0.85rem;">No goals</div>
|
||||
{{end}}
|
||||
</div>
|
||||
</div>
|
||||
{{end}}
|
||||
|
||||
{{end}}
|
||||
|
||||
<script>
|
||||
function unlinkHousehold() {
|
||||
if (!confirm('Unlink household? This only removes the link, not any data.')) return;
|
||||
fetch('/household', { method: 'DELETE' })
|
||||
.then(r => { if (r.ok) location.reload(); });
|
||||
}
|
||||
</script>
|
||||
{{end}}
|
||||
130
apps/finance/services/api/main/templates/tax.html
Normal file
130
apps/finance/services/api/main/templates/tax.html
Normal file
@ -0,0 +1,130 @@
|
||||
{{template "base" .}}
|
||||
|
||||
{{define "content"}}
|
||||
{{$d := .}}
|
||||
<style>
|
||||
.tax-hero { display:flex; gap:16px; flex-wrap:wrap; margin-bottom:24px; }
|
||||
.tax-card { background:var(--card); border:1px solid var(--border); border-radius:12px; padding:20px 24px; flex:1; min-width:180px; }
|
||||
.tax-card h3 { margin:0 0 4px; font-size:0.8rem; color:var(--muted); text-transform:uppercase; letter-spacing:.05em; }
|
||||
.tax-card .val { font-size:1.6rem; font-weight:700; }
|
||||
.gain { color:#4caf50; }
|
||||
.loss { color:#f44336; }
|
||||
.neutral { color:var(--text); }
|
||||
.year-form { display:flex; align-items:center; gap:8px; margin-bottom:24px; }
|
||||
.year-form select { padding:6px 10px; border:1px solid var(--border); border-radius:8px; background:var(--card); color:var(--text); }
|
||||
table { width:100%; border-collapse:collapse; font-size:0.9rem; }
|
||||
th { text-align:left; padding:8px 12px; color:var(--muted); font-weight:600; border-bottom:2px solid var(--border); }
|
||||
td { padding:8px 12px; border-bottom:1px solid var(--border); }
|
||||
tr:last-child td { border-bottom:none; }
|
||||
.section-title { font-size:1rem; font-weight:700; margin:24px 0 12px; }
|
||||
.export-btn { display:inline-block; padding:8px 18px; background:var(--accent); color:#fff; border-radius:8px; text-decoration:none; font-size:0.85rem; font-weight:600; }
|
||||
</style>
|
||||
|
||||
<div style="display:flex; align-items:center; justify-content:space-between; flex-wrap:wrap; gap:12px; margin-bottom:8px;">
|
||||
<h1 style="margin:0;">Tax Summary</h1>
|
||||
<a href="/tax/export.csv?year={{$d.Year}}" class="export-btn">Export CSV</a>
|
||||
</div>
|
||||
|
||||
<form class="year-form" method="get" action="/tax">
|
||||
<label for="year-sel" style="font-size:0.85rem; color:var(--muted);">Tax year:</label>
|
||||
<select id="year-sel" name="year" onchange="this.form.submit()">
|
||||
{{range $d.AvailableYears}}
|
||||
<option value="{{.}}" {{if eq . $d.Year}}selected{{end}}>{{.}}</option>
|
||||
{{end}}
|
||||
</select>
|
||||
</form>
|
||||
|
||||
<div class="tax-hero">
|
||||
<div class="tax-card">
|
||||
<h3>Gross Income</h3>
|
||||
<div class="val gain">€{{cents $d.GrossIncomeCents}}</div>
|
||||
<div style="font-size:0.78rem; color:var(--muted); margin-top:4px;">from Income transactions</div>
|
||||
</div>
|
||||
<div class="tax-card">
|
||||
<h3>Total Expenses</h3>
|
||||
<div class="val neutral">€{{cents $d.TotalDeductCents}}</div>
|
||||
<div style="font-size:0.78rem; color:var(--muted); margin-top:4px;">across all categories</div>
|
||||
</div>
|
||||
<div class="tax-card">
|
||||
<h3>Capital Gains</h3>
|
||||
<div class="val gain">€{{cents $d.CapitalGainsCents}}</div>
|
||||
<div style="font-size:0.78rem; color:var(--muted); margin-top:4px;">realized this year</div>
|
||||
</div>
|
||||
<div class="tax-card">
|
||||
<h3>Capital Losses</h3>
|
||||
<div class="val loss">€{{cents $d.CapitalLossesCents}}</div>
|
||||
<div style="font-size:0.78rem; color:var(--muted); margin-top:4px;">realized this year</div>
|
||||
</div>
|
||||
<div class="tax-card">
|
||||
<h3>Net Capital</h3>
|
||||
{{if ge $d.NetCapitalCents 0}}
|
||||
<div class="val gain">€{{cents $d.NetCapitalCents}}</div>
|
||||
{{else}}
|
||||
<div class="val loss">-€{{cents (centsAbs $d.NetCapitalCents)}}</div>
|
||||
{{end}}
|
||||
<div style="font-size:0.78rem; color:var(--muted); margin-top:4px;">gains − losses</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{{if $d.CapitalEntries}}
|
||||
<div class="section-title">Realized Capital Events</div>
|
||||
<div style="background:var(--card); border:1px solid var(--border); border-radius:12px; overflow:hidden; margin-bottom:24px;">
|
||||
<table>
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Name</th>
|
||||
<th>ISIN</th>
|
||||
<th style="text-align:right">Cost Basis</th>
|
||||
<th style="text-align:right">Proceeds</th>
|
||||
<th style="text-align:right">Gain/Loss</th>
|
||||
<th style="text-align:right">%</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{{range $d.CapitalEntries}}
|
||||
<tr>
|
||||
<td>{{.Name}}</td>
|
||||
<td style="font-family:monospace; font-size:0.8rem; color:var(--muted);">{{.ISIN}}</td>
|
||||
<td style="text-align:right">€{{cents .BuyCents}}</td>
|
||||
<td style="text-align:right">€{{cents .SellCents}}</td>
|
||||
<td style="text-align:right; {{if ge .GainCents 0}}color:#4caf50{{else}}color:#f44336{{end}}">
|
||||
{{if ge .GainCents 0}}+{{end}}€{{cents .GainCents}}
|
||||
</td>
|
||||
<td style="text-align:right; {{if ge .GainPct 0.0}}color:#4caf50{{else}}color:#f44336{{end}}">
|
||||
{{pctSign .GainPct}}{{printf "%.1f" .GainPct}}%
|
||||
</td>
|
||||
</tr>
|
||||
{{end}}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{{end}}
|
||||
|
||||
<div class="section-title">Expenses by Category</div>
|
||||
<div style="background:var(--card); border:1px solid var(--border); border-radius:12px; overflow:hidden;">
|
||||
{{if $d.Deductibles}}
|
||||
<table>
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Category</th>
|
||||
<th style="text-align:right">Total Spent</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{{range $d.Deductibles}}
|
||||
<tr>
|
||||
<td>{{.Category}}</td>
|
||||
<td style="text-align:right">€{{cents .TotalCents}}</td>
|
||||
</tr>
|
||||
{{end}}
|
||||
<tr style="font-weight:700; background:var(--bg);">
|
||||
<td>Total</td>
|
||||
<td style="text-align:right">€{{cents $d.TotalDeductCents}}</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
{{else}}
|
||||
<div style="padding:32px; text-align:center; color:var(--muted);">No expense transactions for {{$d.Year}}</div>
|
||||
{{end}}
|
||||
</div>
|
||||
{{end}}
|
||||
Loading…
x
Reference in New Issue
Block a user