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>
`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>
Without it the API returns "Too Many Requests" (not JSON), prices map
stays empty, currentValue = 0, and every holding shows -100% P&L with
an empty allocation chart.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
currentPrice is already in cents, so currentValue = price * shares.
The extra /100 made every holding appear worth 100x less than its cost,
producing ~-100% P&L on every position and an empty allocation chart
(values too small for Chart.js to render).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Merge Sharing + Household → /people (tab switcher: sharing | household)
- Merge Accounts + Categories → /settings (tab switcher: accounts | categories)
- Add Analysis dropdown in nav: Reports, Projections, Tax, Net Worth, What If
- Add Settings dropdown in nav: Accounts & Categories, Import CSV, Import Guide
- Legacy GET /sharing, /household, /accounts, /categories redirect 301 to new URLs
- Remove Import and Import Guide as standalone nav links
- New People handler consolidates all people-related mutations (_action field)
- New Settings handler renders both account and category lists in one page
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>
Compute a sha256 fingerprint (date|description|amount|account_id, first
16 hex chars) for every CSV row and store it as bank_ref. At preview
time, existing fingerprints are fetched and matching rows are shown
greyed out with a "duplicate" label. At confirm time, those rows are
silently skipped — only truly new transactions are inserted.
If every row is a duplicate the user is redirected with ?notice=all_duplicates
instead of inserting an empty batch.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
Adds server-computed alert banners to the dashboard:
- Budget exceeded (red): when a category spend is over 100% of budget
- Budget pace warning (amber): 80%+ of budget used but <80% of month elapsed
- Goal deadline risk (amber): avg savings rate too low to hit a goal on time
- Spend pace warning (amber): disposable spending is 20%+ ahead of month progress
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds /simulator page with live sliders for income change, one-off
expenses, and fixed cost shifts. Goal timelines update in real time
showing months gained/lost. Includes a savings rate bar chart from
historical monthly data.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds /networth page with hero total, cash/portfolio breakdown cards,
and a month-by-month historical chart. Also shows net worth as a
value card on the dashboard with a link to the full breakdown.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Committed goals now appear in the Fixed Costs panel on the dashboard
with a "committed goal" label, and the total line uses TotalCommittedCents
(fixed costs + goal contributions) instead of total monthly expenses.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
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>
- Exclude FixedCategories (Housing, Utilities, Subscriptions, Investments)
from budget health panel — they are committed costs, not variable spend
- Portfolio card and stocks panel now degrade gracefully to cost basis
when Yahoo Finance prices are unavailable, instead of showing €0
- Stocks panel shows "cost basis" label per holding when live prices
are not available
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces the old KPI/chart dashboard with a focused layout that
answers the three key questions immediately:
- Hero block: "Available to spend" = income − fixed costs − spent so far,
with a progress bar showing % of disposable used vs month elapsed
- Bank math panel: detects recurring fixed expenses (Housing, Utilities,
Subscriptions, Investments) from last 3 months and shows the minimum
bank balance needed right now including a 2-week safety buffer
- Savings rate card with month-over-month delta
- Portfolio snapshot card with total value and P&L
- Stocks at a glance panel: per-holding value and P&L inline
- Budget health: thin bars per category, red when over limit
- Recent activity: last 5 transactions with category color dots
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GitHub Actions now only runs tests (free, cloud runners, no setup).
Deployment is manual via `make deploy-finance` / `make deploy-all`
which builds locally, imports into k3d, and applies with kubectl.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Removes all ghcr.io and registry dependencies. Workflows now build
images locally, import them into k3d, and deploy with kubectl set image
— all on the self-hosted runner which already has Docker and kubectl.
Also removes the github Terraform provider and ci.tf since no registry
pull secrets or GitHub Actions secrets are needed.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds github provider + ci.tf which provisions:
- KUBECONFIG GitHub Actions secret (from local kubeconfig)
- ghcr-credentials k8s pull secret in finance and auth namespaces
Run `terraform apply -var github_token=<PAT>` once after cluster setup.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Three path-filtered workflows (finance-api, auth-users, auth-gateway)
each build, push to ghcr.io, and rollout to k3s on push to main.
Deployment manifests updated from local image refs to ghcr.io with
imagePullSecrets referencing a ghcr-credentials k8s secret.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Documents agreed architectural conventions (per-app DB isolation,
path-filtered CI, secrets policy, new-app checklist) and expands
Phase 1 of the roadmap with the full dashboard UX redesign proposal.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
Portfolio:
- fetchPrices was passing ISINs directly to Yahoo Finance, which only
accepts ticker symbols (e.g. VWCE.DE, not IE00B3RBWM25). Added a
hardcoded isinToTicker map covering common European ETFs (Vanguard,
iShares, Xtrackers, Amundi). fetchPricesByISIN now resolves each ISIN
to its ticker before calling Yahoo and keys the result by ISIN so
computeHoldings can look up prices correctly. Renamed holdingsByISIN
to uniqueISINs to reflect what it actually returns.
Projections:
- Template had a missing <tr> and a broken pace-bar width expression
that mixed float64/int64 in the div template function, causing a
template execution error that rendered the page blank. Moved all
math server-side: the handler now pre-computes []catProjection with
MonthlyAvg, AnnualTotal, and PacePct already calculated. Template
is now simple range + printf. Chart switched to horizontal bar for
better readability of long category names.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The seeder was calling the users service over HTTP, which fails when
services are in different network namespaces or start up concurrently.
Both services share the same MongoDB database, so query the "users"
collection directly by email — no cross-service dependency.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
