3 Commits

Author SHA1 Message Date
Gonçalo Rodrigues
3b041267ad feat: phase 3 — goals commit + plan
- Commit/uncommit button on each goal card
- Committed goals are deducted from disposable income on the dashboard
  (Available to spend now reflects reserved goal contributions)
- Conflict detection: warning banner when committed goals exceed
  disposable income, showing the shortfall
- Goals summary bar: disposable before goals, reserved per month,
  free to spend after committed goals

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 16:37:45 +01:00
Gonçalo Rodrigues
99be71be8a fix: replace month input with month/year dropdowns in goal modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 16:28:58 +01:00
Gonçalo Rodrigues
be0c2bd89e feat: phase 2 — goals explore mode
Adds a Goals page where users can plan financial goals before committing
to them. Each goal shows:

- Required monthly contribution to hit the deadline
- Months remaining vs months at current savings rate
- Disposable income impact (what's left after the contribution)
- Feasibility banner (green if on track, red with month delta if not)
- Progress bar once savings are tracked

Goal types: one-off purchase, deposit/down-payment, emergency fund,
recurring investment — each with a description hint in the creation modal.

Data: Goal model + store CRUD in finance_goals collection.
Nav: Goals tab added between Portfolio and Sharing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 16:20:46 +01:00