* feat(dashboard): committed goals widget
Shows all committed goals on the dashboard with progress bars,
months remaining, saved vs target, and monthly required (green
when on track, red when not). Links to /goals for the full view.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(auth): enable TLS on ingress so Secure session cookie is honoured
BASE_URL was https:// but the ingress had no TLS block, causing the
browser to silently drop the Secure cookie after login. Adding tls: to
the Traefik ingress makes the site serve HTTPS via Traefik's default
cert so cookie and scheme match.
Also adds SeedExtras to seed goals and property/loan data independently
of the transaction-based idempotency guard in SeedAdmin.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat(property): Layer 3 — Dream House Simulator
Add /dream page with a four-phase simulation engine:
Phase 1 — Save the down payment (uses current property equity)
Phase 2 — Construction period (both loans running simultaneously)
Phase 3 — Sell current house, apply proceeds to construction loan
Phase 4 — Final state: just the construction loan remaining
Inputs: dream cost, down payment %, construction loan rate/term,
build duration, monthly savings, expected sale price. All pre-filled
from existing property/loan data when available.
Output: per-phase timeline cards, monthly cost bar chart, total
interest, final payoff date, and a key levers section.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* refactor(plan): rename Dream House to Goal Planner at /plan
- Route /dream → /plan
- Nav label "Dream House" → "Goal Planner"
- Template dream.html → plan.html
- All user-facing labels generalised (construction loan → new loan,
build duration → acquisition/build period, current property →
current asset, dream house cost → new goal cost, etc.)
- Empty state updated with generic copy and 🎯 icon
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat(goals): merge Goal Planner into /goals as a second tab
- /goals now has two tabs: "Committed goals" and "Goal Planner"
- Goal creation only happens from the Planner tab (simulate first,
then "Save as goal" → creates an uncommitted goal)
- Commitment, deadline adjustment, and deletion stay on the Goals tab
- Off-track goals show an "Adjust deadline →" button that pushes the
deadline to the realistic date based on current savings rate
- /plan and /dream both redirect to /goals?tab=planner (301)
- "Goal Planner" nav link removed; plan.html kept for redirect compat
- GoalsData gains Tab, PlanProperties, PlanLoans, HasPlanResult,
PlanResult, PlanForm fields
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat(goals): type-driven planner — Save for a purchase vs Sell & upgrade
Goal Planner tab now opens with two goal type cards:
🛒 Save for a purchase — name, target, monthly savings, optional
deadline. Shows time-to-reach at current rate, monthly needed
to hit the deadline, and a feasibility banner.
🔄 Sell & upgrade — the full four-phase transition simulator
(existing asset + loan → acquire new → sell old → payoff).
Each type has its own focused form and result section. Selecting a
type highlights the card and loads the matching form. Results include
a "Save as goal" action that drops an uncommitted goal into the
Goals tab.
Also adds runPurchaseSim() and PurchaseSimResult model.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat(finance): Layer 2 — property equity flows into Net Worth
- NetWorthData gains PropertyValueCents, LoanBalanceCents, PropertyEquityCents
- NetWorth handler fetches properties + loans; adds equity to current snapshot
and uses amortisation formula to compute historical loan balances per month,
so the chart reflects how equity grew as loans were paid down
- Dashboard NetWorthCents now includes property equity
- loanBalanceAt() helper: B_n = P*(1+r)^n - (M/r)*((1+r)^n - 1)
- networth.html: inline breakdown row in hero card (cash / portfolio / equity),
new "Property equity" breakdown card (value − loans), chart gains a dashed
red "Loans outstanding" line when properties are present
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(property): resolve template, image pull, and build issues
- Fix parseTmpl missing base.html causing "base.html is undefined" error
- Change imagePullPolicy to IfNotPresent for local k3d dev workflow
- Add SERVICE_NAME to Makefile so make build-deploy uses correct image name
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Introduces properties and loans as first-class financial entities:
- models_property.go: Property, Loan, LoanView, PropertyView, PropertyData
- store_property.go: full CRUD for finance_properties + finance_loans collections
- handler_property.go: GET/POST /property with add/edit/delete for both entities;
amortization helpers (EMI, remaining months, total interest)
- templates/property.html: summary equity cards, property cards with equity bar
and linked loan details, standalone loan cards with payoff progress
- base.html: "Property" nav link added to desktop and mobile drawer
- storeIface + mockStore updated with 10 new property/loan methods
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(k8s): expose / without auth so homepage is publicly reachable
Adds a second Ingress (api-public) for the exact path / with no
forward-auth middleware. Traefik prefers the Exact match for the root,
while the Prefix ingress (with auth) still protects all other routes.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: homepage renders correctly at / for unauthenticated visitors
Two fixes:
1. Added parseStandalone() helper — parseTmpl() roots on "" but ParseFS()
stores standalone (no {{define}}) files under their base filename, so
Execute() ran the empty root and returned Content-Length: 0.
2. Added router.priority: 100 annotation to api-public ingress so Traefik
picks the Exact / rule over the Prefix / rule (Traefik ranks by rule
string length by default, which made PathPrefix beat Path).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(k8s): remove forward-auth middleware from finance ingress
The app now handles its own auth at /auth/login — Traefik no longer
needs to forward-auth requests, which was causing redirects to
auth.homelab.local instead of finance.homelab.local.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat(auth): harden authentication for cloud deployment
1. Secure cookie flag — set when BASE_URL starts with https://
2. SameSite=Strict on session cookie (was Lax)
3. Rate limiter — per-IP, 10 failures → 15-min lockout, auto-cleanup goroutine
4. Session rotation on login — old session deleted before issuing new one
(prevents session fixation attacks)
5. bcrypt cost 12 (was DefaultCost/10, OWASP minimum for cloud)
6. Security headers middleware on all responses:
X-Content-Type-Options, X-Frame-Options, Referrer-Policy,
Permissions-Policy, Content-Security-Policy, HSTS (when HTTPS)
7. Structured audit logging — login success/failure/lockout with IP + email
8. Google OAuth state cookie gets Secure flag too
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat(infra): Gitea self-hosted CI/CD + MongoDB PVC + registry pipeline
- Add Gitea Helm deployment (git hosting, container registry, Gitea Actions)
- Add act runner with DinD sidecar for Docker builds in-cluster
- Add RBAC so act runner can kubectl-deploy to finance namespace
- Fix MongoDB StatefulSet: add volumeClaimTemplates (data was lost on restart)
- Configure k3d containerd to mirror git.homelab.local → Gitea NodePort 30002
- Add .gitea/workflows/finance-api.yml: test → build/push → rolling deploy
- Update finance-api deployment: Gitea registry image, imagePullPolicy Always
- Extract finance-api secrets (SESSION_SECRET, Google OAuth) into Terraform
- Add variables.tf for Gitea admin password and runner token
All changes testable on local k3d before the VPS exists.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(k8s): expose / without auth so homepage is publicly reachable
Adds a second Ingress (api-public) for the exact path / with no
forward-auth middleware. Traefik prefers the Exact match for the root,
while the Prefix ingress (with auth) still protects all other routes.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: homepage renders correctly at / for unauthenticated visitors
Two fixes:
1. Added parseStandalone() helper — parseTmpl() roots on "" but ParseFS()
stores standalone (no {{define}}) files under their base filename, so
Execute() ran the empty root and returned Content-Length: 0.
2. Added router.priority: 100 annotation to api-public ingress so Traefik
picks the Exact / rule over the Prefix / rule (Traefik ranks by rule
string length by default, which made PathPrefix beat Path).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(k8s): remove forward-auth middleware from finance ingress
The app now handles its own auth at /auth/login — Traefik no longer
needs to forward-auth requests, which was causing redirects to
auth.homelab.local instead of finance.homelab.local.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat(auth): harden authentication for cloud deployment
1. Secure cookie flag — set when BASE_URL starts with https://
2. SameSite=Strict on session cookie (was Lax)
3. Rate limiter — per-IP, 10 failures → 15-min lockout, auto-cleanup goroutine
4. Session rotation on login — old session deleted before issuing new one
(prevents session fixation attacks)
5. bcrypt cost 12 (was DefaultCost/10, OWASP minimum for cloud)
6. Security headers middleware on all responses:
X-Content-Type-Options, X-Frame-Options, Referrer-Policy,
Permissions-Policy, Content-Security-Policy, HSTS (when HTTPS)
7. Structured audit logging — login success/failure/lockout with IP + email
8. Google OAuth state cookie gets Secure flag too
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: public landing page with auth-conditional state
Rewrites homepage.html as a full marketing landing page serving both
unauthenticated visitors (Sign In CTA) and authenticated users (Personal
+ Business portal links). Fixes handler to pass UserID so auth-conditional
rendering activates correctly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(k8s): expose / without auth so homepage is publicly reachable
Adds a second Ingress (api-public) for the exact path / with no
forward-auth middleware. Traefik prefers the Exact match for the root,
while the Prefix ingress (with auth) still protects all other routes.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: homepage renders correctly at / for unauthenticated visitors
Two fixes:
1. Added parseStandalone() helper — parseTmpl() roots on "" but ParseFS()
stores standalone (no {{define}}) files under their base filename, so
Execute() ran the empty root and returned Content-Length: 0.
2. Added router.priority: 100 annotation to api-public ingress so Traefik
picks the Exact / rule over the Prefix / rule (Traefik ranks by rule
string length by default, which made PathPrefix beat Path).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: self-contained auth — email/password + Google OAuth, HMAC session cookies
Embeds a full authentication system into the finance API so it can be
deployed as a standalone container without any external auth dependency.
- Email/password registration and login with bcrypt hashing
- Google OAuth 2.0 (GOOGLE_CLIENT_ID / GOOGLE_CLIENT_SECRET env vars)
- HMAC-SHA256 signed session cookies (SESSION_SECRET env var, 30-day TTL)
- Sessions stored in MongoDB finance_sessions with TTL index auto-expiry
- Users stored in MongoDB finance_users with unique email index
- /auth/login, /auth/register, /auth/logout, /auth/oauth/google routes
- authMW now redirects to /auth/login?next=... instead of auth.homelab.local
- getAuth() resolves session cookie first, falls back to X-Auth-* headers
- Default categories seeded automatically on new account creation
- seed.go checks finance_users before the shared legacy users collection
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: homepage sign-in links point to /auth/login instead of auth.homelab.local
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix(k8s): remove forward-auth middleware from finance ingress
The app now handles its own auth at /auth/login — Traefik no longer
needs to forward-auth requests, which was causing redirects to
auth.homelab.local instead of finance.homelab.local.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
- New animated homepage at / with 3D card tilt, particle canvas,
floating ring decorations, and gradient title shimmer
- Personal finance pages move to /dashboard (base.html shows only
personal nav + a subtle Business link)
- Business/org inner pages use base_org.html with a purple theme,
org breadcrumb, Year/Team dropdowns, and a ← Hub back link
- org home/teams/members/invite/events/requests/ledger/analysis/report
all switched to renderOrg() + base_org.html
- Route strings updated to org-home, org-teams, org-events, etc.
so active nav highlighting works correctly in the business shell
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Goals are stored as EventGoal items embedded in the event document.
During active fiscal years, members can check/uncheck goals inline.
Goals can be added and deleted while the event is not yet approved.
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Form inputs:
- Add a catch-all CSS rule targeting all text-type inputs, selects, and
textareas not already covered by .form-group or .form-input — sets
background:--bg2, color:--text, focus ring. Fixes white-box appearance
in transactions, goals, settings, portfolio, import, people, and tax
templates without touching any HTML.
Team avatars:
- OrgTeam.Avatar string (emoji) — persisted in MongoDB, defaults to 👥
- OrgTeamCreate handler reads "avatar" form field
- org_teams.html: emoji picker (30 options) in new-team modal; preview
updates live; selected emoji highlighted with accent border
- avatarEmojis() and teamAvatar() template functions registered in FuncMap
- Team badges in org_members, org_events, org_event_detail, org_report
all show the emoji inline with the team name
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Org templates use class="form-input" and class="form-label" which had no
CSS definition — browsers fell back to white-box defaults, clashing with
the dark teal theme.
- .form-input: dark bg (--bg2), teal border, accent focus ring + glow,
placeholder dimming, file input button styling
- .form-label: uppercase micro-label style (11px, --text3) matching the
existing card section headers throughout the app
- textarea.form-input: resize:vertical, min-height, line-height
- select option / .form-input option: dark background on dropdown items
- Keep .form-group label unchanged so existing non-org templates are unaffected
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
- org_home.html: fix Requests/Ledger links (were pointing to non-existent
/years/{id}/requests routes; corrected to /orgs/{slug}/requests and
/orgs/{slug}/ledger). Add Analysis link. Add Close year button for admins.
- OrgRequestNew: pass events + teams to GET template so dropdowns are
populated (were silently discarded with _ = events).
- OrgRequestDetailData: add NewEvents/NewTeams fields for new-request form.
- OrgRequestUpload: implement file upload handler — saves to
/data/org-files/{org_id}/{req_id}/{id} and records metadata in MongoDB.
Register POST /orgs/{slug}/requests/{req_id}/upload route.
- org_request_detail.html: show upload form in attachments section;
populate event/team selects on new request form.
Co-authored-by: Gonçalo Rodrigues <guga@Goncalos-MacBook-Pro.local>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds multi-tenant organisation support inside the existing finance namespace.
Users can create organisations, invite others via a copy-paste token link,
and manage teams/members with RBAC (admin, finance, member, viewer).
Fiscal year lifecycle is gated: activation requires all planned events to
be approved first. All org data lives in `org_`-prefixed MongoDB collections.
New files:
- models_org.go — domain types (Org, OrgTeam, OrgMember, OrgInvite,
FiscalYear, OrgEvent, BudgetLine, EventComment,
TxRequest with full StatusLog audit trail, etc.)
- store_org.go — MongoDB store methods for all org collections
- handler_org.go — HTTP handlers + RegisterOrgRoutes(); join invite
route lives at /join/{token} to avoid ServeMux
conflict with /orgs/{slug}/... wildcard routes
- templates/org_*.html — list, create, home, teams, members, invite, join
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Remove erroneous /100 in currentValue calculation (portfolio values
were 100x too small, causing net worth card to show ~€0)
- Add User-Agent header to Yahoo Finance requests (avoids 429s)
- Wrap ES module chart body in if(total>0){} block (return at top
level of a module is a SyntaxError — chart was silently broken)
- Add mobile hamburger menu: full-screen drawer at ≤720px with
animated open/close, all nav links, scroll lock while open
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Provides the 5-row Trade Republic securities CSV that
TestParseSecuritiesCSV_FromFile expects; CI was failing
with "no such file or directory".
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace indigo accent palette with deep black backgrounds and
cyan-teal accents (#00c9b8 dark, #00897b light). Borders, glows,
text muted tones and background gradients all updated to match.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
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>
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>
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>
- Fix sortStrings no-op bug that caused balance trend chart to display in random date order
- Fix reports table referencing wrong scope for row totals ($.Totals → .Totals per row)
- Add income vs expense split cards on dashboard alongside net figure
- Add budget progress bars on dashboard using existing category budget_cents data
- Color-coded category badges throughout using each category's configured color
- Replace window.prompt() category editor in transactions with inline dropdown
- Replace window.prompt() budget editor in categories with inline input field
- Add manual transaction entry modal (POST /api/transactions) so users don't need CSV for every entry
- Show account names instead of raw MongoDB IDs in the transaction list
- Add clampPct and isOver template helpers for budget bar rendering
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
