- 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>
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>
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>
- Auto Import page replaced with a static Import Guide: step-by-step
instructions for CGD/Trade Republic/generic CSV export, duplicate
detection explanation, and a curl example for headless automation
- Removed POST /auto-import and DELETE /auto-import/{id} routes and
their handler logic; schedule CRUD was misleading since no bank
exposes an unauthenticated CSV endpoint
- Nav label changed from "Auto Import" to "Import Guide"
- Transactions page now renders an amber banner when redirected with
?notice=all_duplicates (every row in the uploaded file was skipped)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
UI — full dark/light theme system:
- CSS custom-property token system (--bg, --surface, --accent, --green, --red, etc.)
with complete light-mode overrides via [data-theme="light"]
- Sticky frosted-glass nav with animated brand icon, theme toggle persisted to localStorage,
respects prefers-color-scheme on first visit
- Cards with layered shadows, glass backdrop-filter, shimmer accent stripe on value cards
- Glowing category color dots, colored P&L badges, budget bars with glow effect
- All Chart.js instances use CSS-variable-aware grid/text colours
- Scroll-reveal animations and animated money counters on every KPI card
- 3-D donut portfolio chart recoloured to match palette; hover lifts the hovered slice
- Accounts page shows type emoji icons; delete removes row in-place
- Sharing page search dropdown themed with var() colours
- Import preview: colour-coded left border on category select driven by category colour
- Projections: second KPI card (monthly avg) + pace bars per category
Seed data (seed.go):
- SeedAdmin() runs in a goroutine at startup; idempotent (skips if transactions exist)
- Resolves admin user ID via internal users service GET /admin/users?search=<email>
(SEED_USER_EMAIL env var, defaults to admin@homelab.local)
- Seeds 4 accounts (CGD Checking, CGD Savings, Visa Credit, Trade Republic)
- Seeds 14 categories with colours and monthly budgets
- Seeds ~65 realistic Portuguese household transactions spread across 6 months
- Seeds 7 ETF buy trades across VWCE, SXR8 (S&P 500), EUNL (MSCI World)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix sortStrings no-op bug that caused balance trend chart to display in random date order
- Fix reports table referencing wrong scope for row totals ($.Totals → .Totals per row)
- Add income vs expense split cards on dashboard alongside net figure
- Add budget progress bars on dashboard using existing category budget_cents data
- Color-coded category badges throughout using each category's configured color
- Replace window.prompt() category editor in transactions with inline dropdown
- Replace window.prompt() budget editor in categories with inline input field
- Add manual transaction entry modal (POST /api/transactions) so users don't need CSV for every entry
- Show account names instead of raw MongoDB IDs in the transaction list
- Add clampPct and isOver template helpers for budget bar rendering
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
