5 Commits

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
a2d3b60500 fix: allocation chart — illegal top-level return in ES module
`return` at the top level of a <script type="module"> is a SyntaxError
in strict mode, so the entire Three.js chart script was killed before
executing regardless of whether prices were available.

Replaced `if (total <= 0) return` with `if (total > 0) { ... }` wrapping
the full chart body. Also filter out holdings with value=0 before building
the arc geometry so a single un-priced ISIN can't produce a zero-arc slice.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 18:55:38 +01:00
Gonçalo Rodrigues
2b98599bcf fix(finance): portfolio template float64 comparison error
ge/lt in Go templates cannot mix float64 and untyped int literals.
TotalPCLPct is float64, so replaced `ge $d.TotalPCLPct 0` with
`eq (pctSign $d.TotalPCLPct) "+"` which uses the existing pctSign
helper that already handles the sign check correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 12:50:31 +01:00
Gonçalo Rodrigues
7a2cb10c79 feat(finance): dark mode UI overhaul + admin seed data
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>
2026-06-13 12:16:23 +01:00
Gonçalo Rodrigues
13b7149614 First Commit 2026-06-13 11:25:23 +01:00