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Author SHA1 Message Date
Gonçalo Rodrigues
6712c36081 feat: user-editable ISIN→ticker mappings for unrecognised holdings 
When a holding has no price (ISIN not in the built-in map and Yahoo
rejects the raw ISIN), the portfolio page now shows an amber banner
listing each missing ISIN with an inline text input and a "Look up"
link to Yahoo Finance symbol search.

Submitting the form POSTs to /portfolio/ticker which upserts the mapping
into a finance_ticker_mappings collection keyed by (user_id, ISIN).
On the next page load custom mappings are resolved first, before the
hardcoded isinToTicker table, so user overrides always win.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-13 19:05:36 +01:00
Gonçalo Rodrigues
1c2bac1d5f 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>
 2026-06-13 17:28:22 +01:00
Gonçalo Rodrigues
9dfc95cd32 test: add unit tests — 70.3% coverage 
Extracted storeIface from Handler so store can be mocked in tests.
Added handler_test.go with 98 test cases covering:
- All HTTP handlers (Dashboard, Transactions, Accounts, Categories, Goals,
  Portfolio, Reports, Projections, NetWorth, Simulator, Sharing, Import*)
- Auth middleware (authMW, ownerOrViewerMW)
- Pure helpers (monthsBetween, parseFloat, sortStrings, appendIfMissing)
- Error paths (bad JSON, missing fields, store errors, bad CSV)
- Alert logic (budget exceeded, goal miss, spend pace)
- Template funcmap exercised via rich render scenarios

Also added tickerStore.resolve tests to portfolio_test.go.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-06-13 17:18:49 +01:00