117 Commits

Author SHA1 Message Date
Gonçalo Rodrigues
5657ec530a feat(cicd): add Gitea CI workflow for feature branches and PRs
Some checks failed
deploy / deploy-finance (push) Has been cancelled
deploy / test (push) Has been cancelled
2026-06-26 23:50:23 +01:00
Gonçalo Rodrigues
6afc95ef4c fix(cicd): wait for DinD to be ready before starting act runner 2026-06-26 23:45:53 +01:00
Gonçalo Rodrigues
bd174be094 fix(cicd): switch act runner to Docker mode with node:20 image
Host mode lacks Node.js so actions/checkout@v4 fails. Switch label to
ubuntu-latest:docker:node:20 which has Node.js for JS actions. Install
Docker CLI in the deploy job since node:20 doesn't include it.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 23:43:44 +01:00
Gonçalo Rodrigues
713d60bccc fix(cicd): rename secret GITEA_REGISTRY_PASSWORD to REGISTRY_PASSWORD
Some checks failed
deploy / test (push) Successful in 5m23s
deploy / deploy-finance (push) Failing after 6s
2026-06-26 23:37:02 +01:00
Gonçalo Rodrigues
ee54f11641 fix(gitignore): catch compiled Go binaries in all subdirectories
Some checks failed
deploy / test (push) Failing after 1m56s
deploy / deploy-finance (push) Has been skipped
2026-06-26 23:29:40 +01:00
Gonçalo Rodrigues
2e0163e2b2 feat(cicd): move deploy pipeline to Gitea Actions
- .gitea/workflows/deploy.yaml: test → build ARM64 → push to Gitea
  registry → kubectl set image on push to main
- Remove .github/workflows/deploy.yml (GitHub kept as test-only backup)

Requires Gitea Actions secrets: GITEA_REGISTRY_PASSWORD, KUBECONFIG_B64.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 23:09:34 +01:00
Gonçalo Rodrigues
3b294e2e82 feat(cicd): add GitHub Actions deploy workflow for finance-api
- deploy.yml: on push to main, builds linux/arm64 image, pushes to
  Gitea registry, deploys via SSH kubectl set image
- ci.yml: gate to PRs targeting main only
- finance-api deployment: imagePullPolicy Always so SHA-tagged images
  are always pulled on rollout

Requires GitHub Actions secrets: GITEA_REGISTRY_PASSWORD, VPS_HOST,
VPS_USER, VPS_SSH_KEY.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 23:05:38 +01:00
Gonçalo Rodrigues
f5f2251e24 fix(k8s): move ServiceMonitor manifests to k8s/monitoring/ subdirectory
The k8s/*.yaml glob in each skaffold.yaml picks up servicemonitor.yaml
and fails when monitoring is disabled (CRD not installed). Moving them
to k8s/monitoring/ keeps the config but excludes them from the default
deploy. Apply manually when enable_monitoring=true.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:43:04 +01:00
Gonçalo Rodrigues
3621df170a fix(skaffold): pass defaultRepo as --default-repo flag, add deploy targets
defaultRepo is not valid inside a profile build block in v4beta13.
Pass it as a CLI flag instead and expose make deploy / make deploy-<module>
targets for convenience.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:39:58 +01:00
Gonçalo Rodrigues
d00dcb9d3c fix(skaffold): move defaultRepo inside build block (v4beta13 schema)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:38:34 +01:00
Gonçalo Rodrigues
39460474a6 fix(skaffold): build linux/arm64 in CI profile for Hetzner CAX11 VPS
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:36:38 +01:00
Gonçalo Rodrigues
ba3fa6e46d fix(infra): switch MongoDB to 7 LTS (jemalloc, ARM64 stable)
MongoDB 8.x (both 8.0 and 8.2) uses tcmalloc-google which segfaults
(exit 139) on Hetzner ARM64 kernels with transparent hugepages disabled.
MongoDB 7 LTS uses jemalloc and runs cleanly on the same hardware.
PVC was already wiped so there is no FCV incompatibility.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:28:33 +01:00
Gonçalo Rodrigues
8d824b3e19 fix(infra): pin MongoDB to 8.0 LTS to avoid ARM64 segfault
mongo:8 resolves to 8.2 which uses tcmalloc-google. That allocator
segfaults (exit 139) when transparent hugepages are disabled, which is
the default on Hetzner kernels. MongoDB 8.0 LTS uses jemalloc and does
not have this issue.

PVC must be deleted before applying since FCV 8.2 data files can't be
opened by 8.0. Finance API seeds admin on startup so no data is lost.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:25:25 +01:00
Gonçalo Rodrigues
81e804206d fix(infra): revert to mongo:8, keep cache-size arg removed
mongo:7 can't open data files written by mongo:8 (exit code 62 =
NeedsDowngrade). Stay on mongo:8 — the SIGSEGV was caused by the
--wiredTigerCacheSizeGB=0.25 flag, not the version. Removing the flag
is the actual fix.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:21:11 +01:00
Gonçalo Rodrigues
de48ba2206 fix(infra): switch MongoDB to v7 to fix ARM64 segfault
mongo:8 was crashing with exit code 139 (SIGSEGV) on the Hetzner CAX11
ARM64 instance. Switch to mongo:7 (LTS) which has more stable ARM64
support. Also remove the --wiredTigerCacheSizeGB=0.25 arg since the
512Mi memory limit already bounds memory use adequately.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:17:48 +01:00
Gonçalo Rodrigues
92fc9843c2 fix(gitea): use Recreate strategy to prevent LevelDB lock conflict
SQLite and LevelDB can't be accessed by two pods simultaneously.
RollingUpdate starts a new pod before the old one stops, causing
the queue lock to fail on startup. Recreate terminates the old
pod first.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:08:24 +01:00
Gonçalo Rodrigues
6dd7592ac9 fix(gitea): add TLS, scheme helper, and Skaffold registry config (#41)
Changes from PR #40 that didn't make it into main:
- local.scheme derived from var.domain (http for homelab.local, https otherwise)
- Gitea ROOT_URL and runner bootstrap URLs use local.scheme
- Gitea Helm ingress gets TLS + letsencrypt certresolver annotations
- Skaffold CI profile sets defaultRepo=git.gugagr.xyz/admin

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:06:06 +01:00
Gonçalo Rodrigues
d4ccff518e feat: switch to gugagr.xyz with TLS via Let's Encrypt (#39)
Adds Traefik Helm release (kube-system) with ACME HTTP-01 challenge
configured for Let's Encrypt, replacing the k3s-disabled bundled Traefik.

Migrates all hostnames from *.homelab.local to *.gugagr.xyz and upgrades
all ingresses to HTTPS with certresolver=letsencrypt annotations.

Adds var.domain (default homelab.local) to Terraform so the domain is
a single config point for monitoring and Gitea ingresses.

Gateway reads DOMAIN env var at runtime — falls back to homelab.local
so local k3d dev continues to work without changes.

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 21:45:19 +01:00
Gonçalo Rodrigues
8436295bbc feat(infra): gate observability stack behind var.enable_monitoring (#38)
Adds enable_monitoring variable (default true) that controls whether
Prometheus/Grafana, Loki, Fluent Bit, and Jaeger are deployed.
Setting it to false saves ~1.5 GB RAM, making the stack viable on
a 2–4 GB VPS without touching the application services.

Also caps MongoDB WiredTiger cache at 256 MB (--wiredTigerCacheSizeGB=0.25)
so it doesn't balloon on memory-constrained hosts.

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 17:44:14 +01:00
Gonçalo Rodrigues
292b2f46f0 fix(finance): seed admin account in finance_users on startup (#37)
SeedAdmin now creates the finance_users account from ADMIN_EMAIL /
ADMIN_PASSWORD env vars if it doesn't exist, so a fresh cluster
bootstraps a working login without manual registration.

Wires ADMIN_EMAIL and ADMIN_PASSWORD into the deployment from the
finance-api-secrets k8s secret (optional — pod still starts without it).

Also gitignores /main build artifact and *.test binaries.

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 17:43:59 +01:00
Gonçalo Rodrigues
dcb573ed8a fix(auth): set cookie Domain to .homelab.local for subdomain coverage
Without the leading dot, the auth_token cookie was only sent to the
exact host homelab.local — not to finance.homelab.local, auth.homelab.local,
etc. — so the forward-auth check failed on any subdomain after login.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 16:43:33 +01:00
Gonçalo Rodrigues
464bde2ee6 chore: update Makefiles for Skaffold-based workflow
Root Makefile:
- Replace deploy-*/deploy-all/restart-all with skaffold dev/run
- Add dev-<service> targets for per-service watch mode
- Rename dev → skaffold dev (was: up+infra+deploy-all)
- Rename to bootstrap for the full first-time setup
- Add test-integration target

service.mk:
- Remove REGISTRY variable (image is now homelab/<svc>, no registry prefix)
- Remove skaffold-gen (skaffold.yaml files are committed)
- Update skaffold-dev/run to pass -p local
- Keep build-deploy as a manual fallback

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 16:34:08 +01:00
Gonçalo Rodrigues
0442f6cde7 feat: add Skaffold for local k3d development
- Root skaffold.yaml composes all services; local profile auto-activates
  on k3d-homelab context (push: false, k3d image import); ci profile
  pushes to registry with git-commit tags
- Per-service skaffold.yaml for per-service dev (run from service dir)
- Add finance-api skaffold.yaml (was missing)
- Deployment images use bare name (homelab/<svc>) — Skaffold substitutes
  the correct tagged image; no registry prefix needed for local dev
- Add namespace: auth to all auth service manifests
- Remove skaffold.yaml from .gitignore

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 16:30:24 +01:00
Gonçalo Rodrigues
a7ba0a9dd6 refactor(infra): gate Gitea and act-runner behind var.enable_gitea
All Gitea and runner resources use count = var.enable_gitea ? 1 : 0
(or for_each with an empty set when false). The gitea namespace is
conditionally included. Default is false.

To enable: terraform apply -var enable_gitea=true

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 16:14:57 +01:00
Gonçalo Rodrigues
c3b7003725 chore(infra): disable Gitea and act-runner — postponed until dedicated server
Empties gitea.tf and act-runner.tf so terraform apply removes all Gitea
and runner resources. Drops the gitea namespace from the managed list.
Full config preserved in git history.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 16:06:32 +01:00
Gonçalo Rodrigues
f5c08d6f02 fix: add git.homelab.local registry prefix and imagePullSecrets to all app deployments
auth/gateway, auth/users, and test/example-service were referencing
images without a registry prefix, causing k8s to fall back to Docker Hub
(which doesn't have these images).

Also generalises the gitea-registry imagePullSecret to all app namespaces
(auth, finance, home, test) via a for_each in Terraform.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 16:01:55 +01:00
Gonçalo Rodrigues
e39840cca2 fix(infra): use GET not POST for Gitea runner registration token API
The endpoint GET /api/v1/admin/runners/registration-token returns the
token — POST returns 405. Bootstrapper was silently failing, leaving
the secret empty and the act-runner unable to register.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 15:49:26 +01:00
Gonçalo Rodrigues
07c2dc3ecb feat(infra): auto-generate Gitea admin password and runner token
- Replace var.gitea_admin_password with random_password (like Grafana)
- Replace var.gitea_runner_token with terraform_data bootstrapper that
  calls the Gitea admin API after first deploy and patches the secret
- Empty variables.tf — no manual secrets needed on terraform apply

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 15:43:10 +01:00
Gonçalo Rodrigues
dee8b5b40a fix(infra): simplify Gitea to SQLite + in-process — drop PostgreSQL and Valkey
Removes 6 pods (3x postgresql-ha, 1x pgpool, 2x valkey-cluster) in favour
of SQLite (database) and leveldb queue, memory cache/session. Appropriate
for a single-user homelab instance with no HA requirements.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 15:34:28 +01:00
Gonçalo Rodrigues
3c981b6ba4 fix(infra): bump Gitea chart 10.x → 12.x to fix ImagePullBackOff
Chart 10.x pinned bitnami/redis-cluster:7.2.3-debian-11 and
bitnami/postgresql-repmgr:16.1.0-debian-11 — both removed from
Docker Hub by Bitnami. Chart 12.x replaces Redis with Valkey and
uses bitnamilegacy/ images that are still available.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 15:29:37 +01:00
Gonçalo Rodrigues
079ffae90b fix(infra): remove double-dollar escape in Fluent Bit label_keys
In Terraform quoted strings $var is literal — only ${var} triggers
interpolation. The $$ was passing through as literal $$kube_* to
Fluent Bit, causing a record accessor syntax error on startup.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 15:23:46 +01:00
Gonçalo Rodrigues
99ed992d98 obs: request access log middleware + Loki label enrichment (#36)
Adds two targeted observability improvements across all homelab services.

pkg/logger/access.go (new)
  HTTP access log middleware that logs one structured line per request:
    method, path, status, ms, trace_id
  The trace_id comes from the OTel span already in context (created by
  trace.Middleware which runs outside this one), so each log entry in
  Loki has a clickable link into Jaeger. Health/metrics endpoints are
  excluded to avoid noise. Level is ERROR for 5xx, WARN for 4xx, INFO
  otherwise.

pkg/setup/setup.go
  Wire the new middleware between trace.Middleware (which creates the
  span) and metrics.Middleware:
    trace → AccessMiddleware → metrics → mux
  Order matters: span must exist before AccessMiddleware reads it.

infrastructure/terraform/monitoring.tf
  Fluent Bit was shipping all container logs to Loki with a single
  static label (job=fluent-bit), making it impossible to filter logs
  by service. Added a `nest/lift` filter that flattens the kubernetes
  metadata block to top-level fields (kube_namespace_name,
  kube_container_name, …), then promoted those as Loki label_keys.
  After this change you can query:
    {kube_namespace_name="finance"} |= "trace_id"
  and LogQL will only return finance-api logs.

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 15:15:06 +01:00
Gonçalo Rodrigues
40c8632c7e fix(finance): fix 3 store bugs found by integration tests; add store_integration_test.go (#35)
The integration tests (testcontainers + mongo:7) exposed three real bugs:

1. deleteAllUserData filtered with bson.ObjectID on collections that store
   user_id as a plain string (Account, Goal, Property, etc.) — none of them
   were actually deleted. Fixed by using the original string userID for those
   collections; only finance_sessions (AuthSession.UserID is ObjectID) keeps
   the ObjectID filter.

2. consumeInvite correctly sets used_at, but the test was calling
   getInviteByToken afterwards and expecting the invite back — that query
   intentionally excludes used invites ($exists: false). Fixed the assertion
   to check that the token is no longer redeemable (nil return = correct).

3. createEvent stored GoalItems as null when the slice was nil; subsequent
   $push on a null field fails in MongoDB. Fixed by initialising GoalItems
   to []EventGoal{} before insert so the field is always an array.

Combined unit + integration coverage: 64.7% → 79.8%

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 15:15:03 +01:00
Gonçalo Rodrigues
91796c9fb9 test(finance): expand unit test coverage from ~55% to 64.7% (#34)
* infra(terraform): manage finance session secret via random_password

Replace the hand-rolled variable (with insecure hardcoded default) with a
random_password resource so Terraform auto-generates a 48-char secret and
owns the finance-api-secrets k8s Secret lifecycle.

To rotate: terraform taint random_password.finance_session_secret && terraform apply

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(finance): active sessions panel + account deletion with full data purge

Sessions panel (/account):
- AuthSession now stores IPAddress and Device (browser + OS hint)
  populated from X-Forwarded-For / User-Agent on every login
- Lists all active sessions with device icon, IP, sign-in time
- Current session badge ("This device") — cannot be self-revoked
- DELETE /sessions/:id revokes any other session (user-scoped)

Account deletion (POST /account/delete):
- Password accounts require password confirmation
- OAuth accounts require typing email address to confirm
- deleteAllUserData purges all 12 finance collections + user record
  in a single call: accounts, categories, transactions, trades,
  ticker_mappings, goals, import_schedules, properties, loans,
  permissions, households, sessions → then the user itself
- Clears session cookie and redirects to login with success message

Infrastructure:
- findAuthUserByID added to store + storeIface
- getSessionsByUserID, deleteSessionForUser added to store + storeIface
- contains() added to template FuncMap
- accountTmpl registered; GET /account, POST /account/delete,
  DELETE /sessions/:id routes wired
- 🔐 nav icon links to /account page
- Full EN + PT i18n coverage for all new strings

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* test(finance): expand unit test coverage from ~55% to 64.7%

- Add handler_coverage_test.go (~3300 lines) covering auth flows,
  org request lifecycle, CSV bank import, property/loan views,
  fiscal year operations, session management, and cross-handler
  consistency (values shown on one page match actions on others)
- Add handler_org_test.go (~1800 lines) covering the full org
  handler surface: teams, members, invites, events, budget lines,
  tx requests (all status transitions), ledger, analysis, and reports
- Extend handler_test.go mockStore with: properties/loans slice fields,
  authUsers map with session-aware lookup, household field, org maps,
  and updateFiscalYearStatusErr for error-path testing
- Fix nav bar: Business and Account links now show active state and
  use i18n keys (removes hardcoded emoji); add account key to en/pt locales

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 15:07:29 +01:00
Gonçalo Rodrigues
6485f58f23 i18n(finance): translate all help tips and guided empty states
- Added [help.*] sections to en.toml and pt.toml covering all six
  tooltip popups (free_cash, savings_rate, net_worth, monthly_needed,
  at_current_rate, disposable_after) with title, body, and formula keys
- Added step1/2/3 keys to [goals.empty] in both locales
- Added empty_state_title/subtitle and empty_step1-3 keys to
  [transactions.table] in both locales
- Updated dashboard.html, goals.html, transactions.html to use T.Get
  for all previously hardcoded English strings in tips and empty states

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 22:51:17 +01:00
Gonçalo Rodrigues
6acea3da31 feat(finance): inline help tips + guided empty states
- Global .help-tip / .help-popup CSS + click-toggle JS in base.html
- Global .setup-steps / .setup-step CSS for step-by-step guidance
- Dashboard: ? tooltips on Free Cash (formula), Savings Rate, Net Worth
- Goals: ? tooltips on Monthly Amount, At Current Rate, Free Cash After
- Goals empty state: 3-step guide (planner → commit → fund)
- Transactions empty state: 3-step guide (account → import → tag)
  with prominent Import / Add buttons replacing the inline text links

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 22:43:59 +01:00
Gonçalo Rodrigues
e93cb38756 feat(finance): interactive waterfall + goal auto-tag + free cash prompt
- Waterfall now drills down: click Income/Living/Goals to expand
  category breakdown, click a category to see its transactions
- Goal contributions are now transaction-backed (GoalID on Transaction,
  SavedCents derived from MongoDB aggregation)
- Dashboard goals widget shows this-month funding status per goal
- Goals page lists funding history transactions per goal
- Transactions modal accepts a goal pre-selection (?fund_goal=<id>)
- Categories can auto-tag a linked goal on expense creation
- Settings → categories shows linked goal column and edit modal
- Free cash "what now?" section lists underfunded committed goals
  with shortfall and Fund → links; shows success state when all met
- i18n: full EN/PT coverage for all new keys
- Seed data includes goal-tagged transactions so progress is non-zero
- Bug fixes: ImpactOnDisposable double-subtraction, avgMonthlySavings
  denominator using only positive-savings months, cross-year month key

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 22:35:29 +01:00
Gonçalo Rodrigues
4cfe80e3d5 feat(finance): goal monthly funding status on dashboard
Each committed goal card now shows a "This month" section beneath the
overall progress bar with three states:
- ✓ On track (green) when funded >= monthly need
- partial (amber) showing shortfall + "Fund it →" link
- unfunded (red) with monthly amount needed + "Fund it →" link

"Fund it →" deep-links to /transactions?fund_goal=<id> which auto-opens
the Add Transaction modal with the goal pre-selected.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 22:27:31 +01:00
Gonçalo Rodrigues
5f60d963a0 feat(finance): transaction-backed goals + interactive waterfall
Goals are now funded entirely through tagged transactions — no more
manually-maintained saved_cents. Free cash waterfall (income → living →
goals → free cash) is the single source of truth for where money goes.

Core changes:
- Transaction.GoalID field links outflows to goals; SavedCents is derived
  via MongoDB aggregation (getGoalFundedCentsAll) instead of stored
- Waterfall on dashboard and goals page splits outflows into living vs
  goal-funded using GoalID presence
- ImpactOnDisposable fixed: uses income−living−monthlyCents instead of
  waterfallFreeCash−monthlyCents (was double-subtracting goal spend)
- avgMonthlySavings fixed: divides by positive-saving months only, and
  uses year+month key to avoid Dec cross-year collision

Interactive waterfall drill-down:
- Click Income / Living / Goals rows to expand category breakdown
- Click a category to reveal individual transactions inline
- All rendered server-side (instant, no extra API call)
- New WaterfallRow type + IncomeCats/LivingCats/IncomeCatTxns/LivingCatTxns
  on DashboardData

Goals page:
- Summary cards switched from heuristic disposable/committed to waterfall
- Each goal card shows funding history (last 5 tagged transactions)
- "Fund this goal" button links to /transactions?fund_goal=<id>

Transactions page:
- Add Transaction modal has goal picker dropdown
- submitAdd() includes goal_id in POST body
- Auto-opens modal pre-selected when arriving from goals page

Seed:
- seedGoalTransactions() back-fills tagged contributions for all 4 demo
  goals (Emergency fund, House down payment, Japan trip, MacBook Pro)
- Idempotent — skips if goal-tagged transactions already exist

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 22:18:47 +01:00
Gonçalo Rodrigues
ccbb60ace9 fix(finance): i18n — remove nav.settings scalar conflicting with [nav.settings] table
Same TOML duplicate-key pattern as nav.analysis: the scalar
settings = "..." in [nav] blocked parsing of the [nav.settings]
sub-table. Removed the scalar; nav dropdown labels now reference
the existing nav.drawer.*_label keys which hold the same strings.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-17 22:51:25 +01:00
Gonçalo Rodrigues
7aa510e1f5 fix(finance): i18n — fix TOML duplicate key and missing Lang on Translator
- Remove conflicting `analysis = "..."` scalar from [nav] in both
  en.toml and pt.toml; it shadowed the [nav.analysis] sub-table,
  causing the TOML parser to reject the entire file at startup
- Update nav analysis dropdown label to reuse nav.drawer.analysis_label
- Add lang field to Translator and expose T.Lang() method so base.html
  can highlight the active language in the switcher without requiring
  a Lang field on every page data struct

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-17 22:49:54 +01:00
Gonçalo Rodrigues
2166790fab feat(finance): i18n — auth pages and homepage fully translated
Wire T translator into auth login, auth register, and homepage
handlers; convert all hardcoded strings in those three templates
to T.Get keys (business features section, mock screen data,
sign-in block, footer, page title). Completes full i18n coverage
across all Finance Hub templates.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-17 22:42:27 +01:00
Gonçalo Rodrigues
4b7c01e632 feat(finance): i18n — TOML-based translations for all personal finance templates
Adds a full translation layer (English + European Portuguese) using
BurntSushi/toml with go:embed. Locale detection reads the lang cookie,
falls back to Accept-Language, then defaults to "en". A language switcher
in the nav writes the cookie and redirects back. All 20 personal finance
templates now use {{.T.Get "key"}} for every UI string.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-17 22:32:49 +01:00
Gonçalo Rodrigues
b4b7a1381c feat(dashboard): committed goals widget (#32)
* feat(dashboard): committed goals widget

Shows all committed goals on the dashboard with progress bars,
months remaining, saved vs target, and monthly required (green
when on track, red when not). Links to /goals for the full view.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(auth): enable TLS on ingress so Secure session cookie is honoured

BASE_URL was https:// but the ingress had no TLS block, causing the
browser to silently drop the Secure cookie after login. Adding tls: to
the Traefik ingress makes the site serve HTTPS via Traefik's default
cert so cookie and scheme match.

Also adds SeedExtras to seed goals and property/loan data independently
of the transaction-based idempotency guard in SeedAdmin.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-16 22:27:57 +01:00
Gonçalo Rodrigues
2ab3acdce2 feat(goals): Goal Planner — type-driven planner merged into /goals tab
* feat(property): Layer 3 — Dream House Simulator

Add /dream page with a four-phase simulation engine:

  Phase 1 — Save the down payment (uses current property equity)
  Phase 2 — Construction period (both loans running simultaneously)
  Phase 3 — Sell current house, apply proceeds to construction loan
  Phase 4 — Final state: just the construction loan remaining

Inputs: dream cost, down payment %, construction loan rate/term,
build duration, monthly savings, expected sale price. All pre-filled
from existing property/loan data when available.

Output: per-phase timeline cards, monthly cost bar chart, total
interest, final payoff date, and a key levers section.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* refactor(plan): rename Dream House to Goal Planner at /plan

- Route /dream → /plan
- Nav label "Dream House" → "Goal Planner"
- Template dream.html → plan.html
- All user-facing labels generalised (construction loan → new loan,
  build duration → acquisition/build period, current property →
  current asset, dream house cost → new goal cost, etc.)
- Empty state updated with generic copy and 🎯 icon

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(goals): merge Goal Planner into /goals as a second tab

- /goals now has two tabs: "Committed goals" and "Goal Planner"
- Goal creation only happens from the Planner tab (simulate first,
  then "Save as goal" → creates an uncommitted goal)
- Commitment, deadline adjustment, and deletion stay on the Goals tab
- Off-track goals show an "Adjust deadline →" button that pushes the
  deadline to the realistic date based on current savings rate
- /plan and /dream both redirect to /goals?tab=planner (301)
- "Goal Planner" nav link removed; plan.html kept for redirect compat
- GoalsData gains Tab, PlanProperties, PlanLoans, HasPlanResult,
  PlanResult, PlanForm fields

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(goals): type-driven planner — Save for a purchase vs Sell & upgrade

Goal Planner tab now opens with two goal type cards:

  🛒 Save for a purchase — name, target, monthly savings, optional
     deadline. Shows time-to-reach at current rate, monthly needed
     to hit the deadline, and a feasibility banner.

  🔄 Sell & upgrade — the full four-phase transition simulator
     (existing asset + loan → acquire new → sell old → payoff).

Each type has its own focused form and result section. Selecting a
type highlights the card and loads the matching form. Results include
a "Save as goal" action that drops an uncommitted goal into the
Goals tab.

Also adds runPurchaseSim() and PurchaseSimResult model.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-16 22:02:41 +01:00
Gonçalo Rodrigues
ac073acad9 feat(finance): Layer 2 — property equity integrated into Net Worth (#30)
* feat(finance): Layer 2 — property equity flows into Net Worth

- NetWorthData gains PropertyValueCents, LoanBalanceCents, PropertyEquityCents
- NetWorth handler fetches properties + loans; adds equity to current snapshot
  and uses amortisation formula to compute historical loan balances per month,
  so the chart reflects how equity grew as loans were paid down
- Dashboard NetWorthCents now includes property equity
- loanBalanceAt() helper: B_n = P*(1+r)^n - (M/r)*((1+r)^n - 1)
- networth.html: inline breakdown row in hero card (cash / portfolio / equity),
  new "Property equity" breakdown card (value − loans), chart gains a dashed
  red "Loans outstanding" line when properties are present

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(property): resolve template, image pull, and build issues

- Fix parseTmpl missing base.html causing "base.html is undefined" error
- Change imagePullPolicy to IfNotPresent for local k3d dev workflow
- Add SERVICE_NAME to Makefile so make build-deploy uses correct image name

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-15 23:01:55 +01:00
Gonçalo Rodrigues
4305a77612 feat(finance): Layer 1 — Property & Loan foundation (#29)
Introduces properties and loans as first-class financial entities:

- models_property.go: Property, Loan, LoanView, PropertyView, PropertyData
- store_property.go: full CRUD for finance_properties + finance_loans collections
- handler_property.go: GET/POST /property with add/edit/delete for both entities;
  amortization helpers (EMI, remaining months, total interest)
- templates/property.html: summary equity cards, property cards with equity bar
  and linked loan details, standalone loan cards with payoff progress
- base.html: "Property" nav link added to desktop and mobile drawer
- storeIface + mockStore updated with 10 new property/loan methods

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-15 22:40:57 +01:00
Gonçalo Rodrigues
05dd725579 feat(infra): Gitea self-hosted CI/CD + MongoDB PVC + registry pipeline (#28)
* fix(k8s): expose / without auth so homepage is publicly reachable

Adds a second Ingress (api-public) for the exact path / with no
forward-auth middleware. Traefik prefers the Exact match for the root,
while the Prefix ingress (with auth) still protects all other routes.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: homepage renders correctly at / for unauthenticated visitors

Two fixes:
1. Added parseStandalone() helper — parseTmpl() roots on "" but ParseFS()
   stores standalone (no {{define}}) files under their base filename, so
   Execute() ran the empty root and returned Content-Length: 0.
2. Added router.priority: 100 annotation to api-public ingress so Traefik
   picks the Exact / rule over the Prefix / rule (Traefik ranks by rule
   string length by default, which made PathPrefix beat Path).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(k8s): remove forward-auth middleware from finance ingress

The app now handles its own auth at /auth/login — Traefik no longer
needs to forward-auth requests, which was causing redirects to
auth.homelab.local instead of finance.homelab.local.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(auth): harden authentication for cloud deployment

1. Secure cookie flag — set when BASE_URL starts with https://
2. SameSite=Strict on session cookie (was Lax)
3. Rate limiter — per-IP, 10 failures → 15-min lockout, auto-cleanup goroutine
4. Session rotation on login — old session deleted before issuing new one
   (prevents session fixation attacks)
5. bcrypt cost 12 (was DefaultCost/10, OWASP minimum for cloud)
6. Security headers middleware on all responses:
   X-Content-Type-Options, X-Frame-Options, Referrer-Policy,
   Permissions-Policy, Content-Security-Policy, HSTS (when HTTPS)
7. Structured audit logging — login success/failure/lockout with IP + email
8. Google OAuth state cookie gets Secure flag too

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(infra): Gitea self-hosted CI/CD + MongoDB PVC + registry pipeline

- Add Gitea Helm deployment (git hosting, container registry, Gitea Actions)
- Add act runner with DinD sidecar for Docker builds in-cluster
- Add RBAC so act runner can kubectl-deploy to finance namespace
- Fix MongoDB StatefulSet: add volumeClaimTemplates (data was lost on restart)
- Configure k3d containerd to mirror git.homelab.local → Gitea NodePort 30002
- Add .gitea/workflows/finance-api.yml: test → build/push → rolling deploy
- Update finance-api deployment: Gitea registry image, imagePullPolicy Always
- Extract finance-api secrets (SESSION_SECRET, Google OAuth) into Terraform
- Add variables.tf for Gitea admin password and runner token

All changes testable on local k3d before the VPS exists.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-15 21:45:34 +01:00
Gonçalo Rodrigues
cedc0c2192 feat: self-contained auth system for standalone cloud deployment (#27)
* fix(k8s): expose / without auth so homepage is publicly reachable

Adds a second Ingress (api-public) for the exact path / with no
forward-auth middleware. Traefik prefers the Exact match for the root,
while the Prefix ingress (with auth) still protects all other routes.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: homepage renders correctly at / for unauthenticated visitors

Two fixes:
1. Added parseStandalone() helper — parseTmpl() roots on "" but ParseFS()
   stores standalone (no {{define}}) files under their base filename, so
   Execute() ran the empty root and returned Content-Length: 0.
2. Added router.priority: 100 annotation to api-public ingress so Traefik
   picks the Exact / rule over the Prefix / rule (Traefik ranks by rule
   string length by default, which made PathPrefix beat Path).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(k8s): remove forward-auth middleware from finance ingress

The app now handles its own auth at /auth/login — Traefik no longer
needs to forward-auth requests, which was causing redirects to
auth.homelab.local instead of finance.homelab.local.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat(auth): harden authentication for cloud deployment

1. Secure cookie flag — set when BASE_URL starts with https://
2. SameSite=Strict on session cookie (was Lax)
3. Rate limiter — per-IP, 10 failures → 15-min lockout, auto-cleanup goroutine
4. Session rotation on login — old session deleted before issuing new one
   (prevents session fixation attacks)
5. bcrypt cost 12 (was DefaultCost/10, OWASP minimum for cloud)
6. Security headers middleware on all responses:
   X-Content-Type-Options, X-Frame-Options, Referrer-Policy,
   Permissions-Policy, Content-Security-Policy, HSTS (when HTTPS)
7. Structured audit logging — login success/failure/lockout with IP + email
8. Google OAuth state cookie gets Secure flag too

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-15 18:30:19 +01:00
Gonçalo Rodrigues
fb6c839352 feat: public landing page + split personal/business nav (#26)
* feat: public landing page with auth-conditional state

Rewrites homepage.html as a full marketing landing page serving both
unauthenticated visitors (Sign In CTA) and authenticated users (Personal
+ Business portal links). Fixes handler to pass UserID so auth-conditional
rendering activates correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(k8s): expose / without auth so homepage is publicly reachable

Adds a second Ingress (api-public) for the exact path / with no
forward-auth middleware. Traefik prefers the Exact match for the root,
while the Prefix ingress (with auth) still protects all other routes.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: homepage renders correctly at / for unauthenticated visitors

Two fixes:
1. Added parseStandalone() helper — parseTmpl() roots on "" but ParseFS()
   stores standalone (no {{define}}) files under their base filename, so
   Execute() ran the empty root and returned Content-Length: 0.
2. Added router.priority: 100 annotation to api-public ingress so Traefik
   picks the Exact / rule over the Prefix / rule (Traefik ranks by rule
   string length by default, which made PathPrefix beat Path).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: self-contained auth — email/password + Google OAuth, HMAC session cookies

Embeds a full authentication system into the finance API so it can be
deployed as a standalone container without any external auth dependency.

- Email/password registration and login with bcrypt hashing
- Google OAuth 2.0 (GOOGLE_CLIENT_ID / GOOGLE_CLIENT_SECRET env vars)
- HMAC-SHA256 signed session cookies (SESSION_SECRET env var, 30-day TTL)
- Sessions stored in MongoDB finance_sessions with TTL index auto-expiry
- Users stored in MongoDB finance_users with unique email index
- /auth/login, /auth/register, /auth/logout, /auth/oauth/google routes
- authMW now redirects to /auth/login?next=... instead of auth.homelab.local
- getAuth() resolves session cookie first, falls back to X-Auth-* headers
- Default categories seeded automatically on new account creation
- seed.go checks finance_users before the shared legacy users collection

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: homepage sign-in links point to /auth/login instead of auth.homelab.local

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix(k8s): remove forward-auth middleware from finance ingress

The app now handles its own auth at /auth/login — Traefik no longer
needs to forward-auth requests, which was causing redirects to
auth.homelab.local instead of finance.homelab.local.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-15 18:18:09 +01:00