- 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>
- 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>
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>
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>
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>
- 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>
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>
