5f60d963a0
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>
544 lines
20 KiB
Go
544 lines
20 KiB
Go
package main
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import (
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"context"
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"fmt"
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"log/slog"
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"os"
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"time"
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"go.mongodb.org/mongo-driver/v2/bson"
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)
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// SeedAdmin looks up the admin user by email directly in the shared MongoDB
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// (both services use the same DB) and seeds demo data if the account has no
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// existing transactions.
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func SeedAdmin(ctx context.Context, store *Store) {
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email := os.Getenv("SEED_USER_EMAIL")
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if email == "" {
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email = "admin@homelab.local"
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}
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userID, err := lookupUserByEmailMongo(ctx, store, email)
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if err != nil {
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slog.Warn("seed: could not resolve admin user, skipping", "email", email, "err", err)
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return
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}
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// idempotent — skip if any transactions already exist
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existing, err := store.getTransactions(ctx, userID, bson.M{})
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if err == nil && len(existing) > 0 {
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slog.Info("seed: data already present, skipping", "user_id", userID)
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return
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}
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slog.Info("seed: seeding demo data", "user_id", userID, "email", email)
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if err := seedAll(ctx, store, userID); err != nil {
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slog.Error("seed: failed", "err", err)
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} else {
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slog.Info("seed: done")
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}
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}
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// lookupUserByEmailMongo resolves a user ID from email.
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// Checks finance_users first (standalone/cloud deployment), then the shared
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// "users" collection (Traefik forward-auth deployment).
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func lookupUserByEmailMongo(ctx context.Context, store *Store, email string) (string, error) {
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// standalone auth
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var finUser struct {
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ID bson.ObjectID `bson:"_id"`
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}
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if err := store.db.Collection("finance_users").FindOne(ctx, bson.M{"email": email}).Decode(&finUser); err == nil {
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return finUser.ID.Hex(), nil
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}
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// legacy shared-auth fallback
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var legacy struct {
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ID string `bson:"_id"`
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Email string `bson:"email"`
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}
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if err := store.db.Collection("users").FindOne(ctx, bson.M{"email": email}).Decode(&legacy); err != nil {
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return "", fmt.Errorf("user %q not found in mongo: %w", email, err)
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}
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return legacy.ID, nil
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}
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// SeedExtras seeds goals, property, and loan data if not already present.
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// Called independently so it runs even when transactions already exist.
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func SeedExtras(ctx context.Context, store *Store) {
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email := os.Getenv("SEED_USER_EMAIL")
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if email == "" {
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email = "admin@homelab.local"
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}
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userID, err := lookupUserByEmailMongo(ctx, store, email)
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if err != nil {
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slog.Warn("seed extras: could not resolve user, skipping", "email", email, "err", err)
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return
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}
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slog.Info("seed extras: checking for goals/property", "user_id", userID)
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// goals
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goals, _ := store.getGoals(ctx, userID)
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if len(goals) == 0 {
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slog.Info("seed: seeding goals", "user_id", userID)
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if err := seedGoals(ctx, store, userID); err != nil {
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slog.Error("seed: goals failed", "err", err)
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}
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goals, _ = store.getGoals(ctx, userID)
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}
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// goal-tagged transactions (tx-backed progress — idempotent)
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if len(goals) > 0 {
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if err := seedGoalTransactions(ctx, store, userID, goals); err != nil {
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slog.Error("seed: goal transactions failed", "err", err)
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}
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}
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// properties & loans
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props, _ := store.getProperties(ctx, userID)
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if len(props) == 0 {
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slog.Info("seed: seeding property + loan", "user_id", userID)
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if err := seedProperty(ctx, store, userID); err != nil {
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slog.Error("seed: property failed", "err", err)
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}
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}
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}
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func seedGoals(ctx context.Context, store *Store, userID string) error {
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now := time.Now()
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goals := []*Goal{
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{
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ID: bson.NewObjectID().Hex(),
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UserID: userID,
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Name: "Emergency fund (3 months)",
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Type: GoalTypeEmergency,
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TargetCents: 390000, // €3,900
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SavedCents: 210000, // €2,100 already set aside
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Deadline: now.AddDate(1, 0, 0),
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Committed: true,
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CreatedAt: now.AddDate(0, -4, 0),
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},
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{
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ID: bson.NewObjectID().Hex(),
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UserID: userID,
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Name: "Japan trip",
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Type: GoalTypeOnce,
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TargetCents: 350000, // €3,500
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SavedCents: 80000, // €800 saved
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Deadline: now.AddDate(1, 6, 0),
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Committed: false,
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CreatedAt: now.AddDate(0, -2, 0),
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},
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{
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ID: bson.NewObjectID().Hex(),
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UserID: userID,
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Name: "MacBook Pro",
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Type: GoalTypeOnce,
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TargetCents: 250000, // €2,500
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SavedCents: 40000, // €400
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Deadline: now.AddDate(0, 10, 0),
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Committed: false,
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CreatedAt: now.AddDate(0, -1, 0),
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},
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{
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ID: bson.NewObjectID().Hex(),
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UserID: userID,
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Name: "House down payment",
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Type: GoalTypeDeposit,
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TargetCents: 4000000, // €40,000
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SavedCents: 500000, // €5,000 saved
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Deadline: now.AddDate(5, 0, 0),
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Committed: true,
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CreatedAt: now.AddDate(0, -6, 0),
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},
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}
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for _, g := range goals {
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if err := store.createGoal(ctx, g); err != nil {
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return fmt.Errorf("create goal %q: %w", g.Name, err)
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}
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}
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return nil
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}
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// seedGoalTransactions back-fills goal-tagged transactions so the tx-backed
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// SavedCents and waterfall reflect realistic progress. Idempotent — skips if
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// any goal-tagged transactions already exist.
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func seedGoalTransactions(ctx context.Context, store *Store, userID string, goals []Goal) error {
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existing, _ := store.getTransactions(ctx, userID, bson.M{
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"goal_id": bson.M{"$exists": true, "$ne": ""},
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})
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if len(existing) > 0 {
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slog.Info("seed: goal transactions already present, skipping")
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return nil
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}
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accounts, _ := store.getAccounts(ctx, userID)
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savingsID := ""
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checkingID := ""
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for _, a := range accounts {
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switch a.Type {
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case "savings":
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savingsID = a.ID
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case "checking":
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if checkingID == "" {
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checkingID = a.ID
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}
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}
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}
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if savingsID == "" {
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savingsID = checkingID
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}
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if savingsID == "" && len(accounts) > 0 {
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savingsID = accounts[0].ID
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}
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goalsByName := make(map[string]Goal, len(goals))
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for _, g := range goals {
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goalsByName[g.Name] = g
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}
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now := time.Now()
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monthStart := func(monthsAgo int, day int) time.Time {
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t := time.Date(now.Year(), now.Month(), day, 0, 0, 0, 0, now.Location())
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return t.AddDate(0, -monthsAgo, 0)
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}
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var txns []Transaction
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mkTxn := func(date time.Time, desc string, cents int64, goalID string) {
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txns = append(txns, Transaction{
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ID: bson.NewObjectID().Hex(),
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UserID: userID,
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AccountID: savingsID,
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Date: date,
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Description: desc,
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AmountCents: -cents, // outflow
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Category: "Investments",
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GoalID: goalID,
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CreatedAt: time.Now(),
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})
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}
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// Emergency fund (3 months) — 7×€300 past months + €300 this month = €2,400
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if g, ok := goalsByName["Emergency fund (3 months)"]; ok {
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for i := 7; i >= 1; i-- {
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mkTxn(monthStart(i, 5), "Emergency fund transfer", 30000, g.ID)
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}
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mkTxn(monthStart(0, 5), "Emergency fund transfer", 30000, g.ID)
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}
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// House down payment — 10×€500 past months + €500 this month = €5,500
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if g, ok := goalsByName["House down payment"]; ok {
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for i := 10; i >= 1; i-- {
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mkTxn(monthStart(i, 10), "House down payment savings", 50000, g.ID)
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}
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mkTxn(monthStart(0, 10), "House down payment savings", 50000, g.ID)
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}
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// Japan trip — 4×€200 past months + €200 this month = €1,000
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if g, ok := goalsByName["Japan trip"]; ok {
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for i := 4; i >= 1; i-- {
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mkTxn(monthStart(i, 15), "Japan trip savings", 20000, g.ID)
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}
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mkTxn(monthStart(0, 15), "Japan trip savings", 20000, g.ID)
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}
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// MacBook Pro — 2×€200 past months + €200 this month = €600
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if g, ok := goalsByName["MacBook Pro"]; ok {
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for i := 2; i >= 1; i-- {
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mkTxn(monthStart(i, 20), "MacBook Pro savings", 20000, g.ID)
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}
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mkTxn(monthStart(0, 20), "MacBook Pro savings", 20000, g.ID)
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}
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if len(txns) == 0 {
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return nil
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}
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slog.Info("seed: inserting goal-tagged transactions", "count", len(txns))
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return store.createTransactions(ctx, txns)
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}
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func seedProperty(ctx context.Context, store *Store, userID string) error {
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now := time.Now()
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propID := bson.NewObjectID().Hex()
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loanID := bson.NewObjectID().Hex()
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prop := &Property{
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ID: propID,
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UserID: userID,
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Name: "Apartamento T2 — Porto",
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Address: "Rua de Santa Catarina, Porto",
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PurchasePriceCents: 18000000, // €180,000
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CurrentValueCents: 22000000, // €220,000
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AppreciationPct: 3.0,
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PurchaseDate: now.AddDate(-4, 0, 0),
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Status: PropertyOwned,
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CreatedAt: now.AddDate(-4, 0, 0),
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}
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if err := store.createProperty(ctx, prop); err != nil {
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return fmt.Errorf("create property: %w", err)
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}
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// 25-year mortgage, started 4 years ago, ~€900/month at 3.5%
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loan := &Loan{
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ID: loanID,
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UserID: userID,
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PropertyID: propID,
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Name: "Hipoteca CGD — Porto",
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Type: LoanMortgage,
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PrincipalCents: 18000000,
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BalanceCents: 16068700, // after 48 payments
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InterestRatePct: 3.5,
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TermMonths: 300, // 25 years
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StartDate: now.AddDate(-4, 0, 0),
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MonthlyPaymentCents: 90070, // €900.70 EMI
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Status: LoanActive,
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CreatedAt: now.AddDate(-4, 0, 0),
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}
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return store.createLoan(ctx, loan)
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}
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func seedAll(ctx context.Context, store *Store, userID string) error {
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// ── Accounts ─────────────────────────────────────────────────────────
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checkingID := bson.NewObjectID().Hex()
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savingsID := bson.NewObjectID().Hex()
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creditID := bson.NewObjectID().Hex()
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investID := bson.NewObjectID().Hex()
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accounts := []*Account{
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{ID: checkingID, UserID: userID, Name: "CGD Checking", Type: "checking"},
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{ID: savingsID, UserID: userID, Name: "CGD Savings", Type: "savings"},
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{ID: creditID, UserID: userID, Name: "Visa Credit", Type: "credit"},
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{ID: investID, UserID: userID, Name: "Trade Republic", Type: "securities"},
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}
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for _, a := range accounts {
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if err := store.createAccount(ctx, a); err != nil {
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return fmt.Errorf("create account: %w", err)
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}
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}
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// ── Categories with budgets ───────────────────────────────────────────
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type catDef struct {
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Name string
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Color string
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BudgetCents int64
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}
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catDefs := []catDef{
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{"Groceries", "#4caf50", 30000},
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{"Food", "#ff9800", 20000},
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{"Transport", "#2196f3", 8000},
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{"Housing", "#9c27b0", 80000},
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{"Utilities", "#607d8b", 10000},
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{"Health", "#f44336", 5000},
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{"Clothing", "#e91e63", 10000},
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{"Games", "#673ab7", 3000},
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{"Entertainment", "#ff5722", 5000},
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{"Subscriptions", "#795548", 4000},
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{"Shopping", "#ff6f00", 15000},
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{"Income", "#2e7d32", 0},
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{"Investments", "#1565c0", 20000},
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{"Others", "#9e9e9e", 5000},
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}
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catIDByName := make(map[string]string)
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for _, cd := range catDefs {
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id := bson.NewObjectID().Hex()
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catIDByName[cd.Name] = id
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cat := &Category{
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ID: id,
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UserID: userID,
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Name: cd.Name,
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Color: cd.Color,
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BudgetCents: cd.BudgetCents,
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}
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if err := store.createCategory(ctx, cat); err != nil {
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return fmt.Errorf("create category %s: %w", cd.Name, err)
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}
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}
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// ── Transactions — 6 months of realistic Portuguese household spend ───
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now := time.Now()
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var txns []Transaction
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type txDef struct {
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daysAgo int
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desc string
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amountCents int64
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cat string
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accountID string
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}
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rawTxns := []txDef{
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// ── Month 0 (current month) ──────────────────────────────────────
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{0, "Salary — Homelab Corp", 230000, "Income", checkingID},
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{1, "Continente Supermercado", -4230, "Groceries", checkingID},
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{2, "MEO Internet", -3999, "Utilities", checkingID},
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{3, "Glovo — Sushi House", -2150, "Food", creditID},
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{4, "Uber Lisboa", -850, "Transport", creditID},
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{5, "Steam — Elden Ring DLC", -2999, "Games", creditID},
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{6, "Pingo Doce", -3120, "Groceries", checkingID},
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{7, "Farmácia Saúde", -1540, "Health", checkingID},
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{8, "Spotify Premium", -999, "Subscriptions", creditID},
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{9, "Netflix", -1599, "Subscriptions", creditID},
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{10, "Lidl Supermercado", -5640, "Groceries", checkingID},
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{11, "Restaurante O Barrigas", -3280, "Food", creditID},
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{12, "Trade Republic — VWCE Buy", -50000, "Investments", investID},
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{13, "CP — Lisboa Cascais", -310, "Transport", creditID},
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{14, "Decathlon", -4990, "Shopping", creditID},
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{15, "Rendimento subarrendamento", 30000, "Income", checkingID},
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// ── Month 1 ──────────────────────────────────────────────────────
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{30, "Salary — Homelab Corp", 230000, "Income", checkingID},
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{31, "Auchan Supermercado", -6780, "Groceries", checkingID},
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{32, "EDP Energia", -6200, "Utilities", checkingID},
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{33, "Renda apartamento", -80000, "Housing", checkingID},
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{34, "McDonald's Marquês", -1190, "Food", creditID},
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{35, "Zara — Coleção Verão", -8990, "Clothing", creditID},
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{36, "Bolt ride", -620, "Transport", creditID},
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{37, "NOS Telemóvel", -1799, "Utilities", checkingID},
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{38, "Intermarché", -4420, "Groceries", checkingID},
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{39, "Ginásio Holmes Place", -4900, "Health", checkingID},
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{40, "Amazon Prime", -799, "Subscriptions", creditID},
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{41, "Glovo — Burger King", -1890, "Food", creditID},
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{42, "Trade Republic — SXR8 Buy", -30000, "Investments", investID},
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{43, "Via Verde portagens", -920, "Transport", checkingID},
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{44, "Fnac — Livros", -2350, "Shopping", creditID},
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{45, "H&M online", -5490, "Clothing", creditID},
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// ── Month 2 ──────────────────────────────────────────────────────
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{60, "Salary — Homelab Corp", 230000, "Income", checkingID},
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{61, "Continente Supermercado", -5120, "Groceries", checkingID},
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{62, "MEO Internet", -3999, "Utilities", checkingID},
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{63, "Renda apartamento", -80000, "Housing", checkingID},
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{64, "Pastelaria Batalha", -480, "Food", creditID},
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{65, "Uber Lisboa", -1240, "Transport", creditID},
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{66, "Epic Games — Fortnite", -1999, "Games", creditID},
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{67, "Lidl Supermercado", -4890, "Groceries", checkingID},
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{68, "Farmácia da Baixa", -2310, "Health", checkingID},
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{69, "Spotify Premium", -999, "Subscriptions", creditID},
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{70, "Netflix", -1599, "Subscriptions", creditID},
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{71, "Restaurante Eleven", -9400, "Food", creditID},
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{72, "Trade Republic — VWCE Buy", -50000, "Investments", investID},
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{73, "Teatro Nacional", -2500, "Entertainment", creditID},
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{74, "IKEA Lisboa", -14900, "Shopping", creditID},
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{75, "Pingo Doce", -3670, "Groceries", checkingID},
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// ── Month 3 ──────────────────────────────────────────────────────
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{90, "Salary — Homelab Corp", 230000, "Income", checkingID},
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{91, "Auchan Supermercado", -7230, "Groceries", checkingID},
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{92, "EDP Energia", -5800, "Utilities", checkingID},
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{93, "Renda apartamento", -80000, "Housing", checkingID},
|
||
{94, "KFC Colombo", -1440, "Food", creditID},
|
||
{95, "Bolt ride", -740, "Transport", creditID},
|
||
{96, "NOS Telemóvel", -1799, "Utilities", checkingID},
|
||
{97, "Intermarché", -5560, "Groceries", checkingID},
|
||
{98, "Consulta médica particular", -8000, "Health", checkingID},
|
||
{99, "Disney+", -799, "Subscriptions", creditID},
|
||
{100, "Amazon Prime", -799, "Subscriptions", creditID},
|
||
{101, "Restaurante A Cevicheria", -6200, "Food", creditID},
|
||
{102, "Trade Republic — SXR8 Buy", -30000, "Investments", investID},
|
||
{103, "CP — InterCity Porto", -2450, "Transport", checkingID},
|
||
{104, "Livraria Bertrand", -1890, "Shopping", creditID},
|
||
// ── Month 4 ──────────────────────────────────────────────────────
|
||
{120, "Salary — Homelab Corp", 230000, "Income", checkingID},
|
||
{121, "Continente Supermercado", -6010, "Groceries", checkingID},
|
||
{122, "MEO Internet", -3999, "Utilities", checkingID},
|
||
{123, "Renda apartamento", -80000, "Housing", checkingID},
|
||
{124, "Glovo — Pizza Hut", -2340, "Food", creditID},
|
||
{125, "Uber Lisboa", -990, "Transport", creditID},
|
||
{126, "PlayStation Store", -2999, "Games", creditID},
|
||
{127, "Lidl Supermercado", -5210, "Groceries", checkingID},
|
||
{128, "Farmácia Saúde", -890, "Health", checkingID},
|
||
{129, "Spotify Premium", -999, "Subscriptions", creditID},
|
||
{130, "Netflix", -1599, "Subscriptions", creditID},
|
||
{131, "Tasca do Chico — jantar", -5400, "Food", creditID},
|
||
{132, "Trade Republic — VWCE Buy", -50000, "Investments", investID},
|
||
{133, "Fnac — AirPods", -17900, "Shopping", creditID},
|
||
{134, "Pingo Doce", -4120, "Groceries", checkingID},
|
||
// ── Month 5 ──────────────────────────────────────────────────────
|
||
{150, "Salary — Homelab Corp", 230000, "Income", checkingID},
|
||
{151, "Auchan Supermercado", -5890, "Groceries", checkingID},
|
||
{152, "EDP Energia", -6400, "Utilities", checkingID},
|
||
{153, "Renda apartamento", -80000, "Housing", checkingID},
|
||
{154, "Nando's Lisboa", -1980, "Food", creditID},
|
||
{155, "Bolt ride", -510, "Transport", creditID},
|
||
{156, "NOS Telemóvel", -1799, "Utilities", checkingID},
|
||
{157, "Intermarché", -4780, "Groceries", checkingID},
|
||
{158, "Óculos — Ótica Avenida", -12000, "Health", checkingID},
|
||
{159, "Disney+", -799, "Subscriptions", creditID},
|
||
{160, "Amazon Prime", -799, "Subscriptions", creditID},
|
||
{161, "Cinemateca Portuguesa", -600, "Entertainment", creditID},
|
||
{162, "Trade Republic — VWCE Buy", -50000, "Investments", investID},
|
||
{163, "Zara — Outono", -12490, "Clothing", creditID},
|
||
{164, "Worten — Monitor", -34900, "Shopping", creditID},
|
||
}
|
||
|
||
for _, td := range rawTxns {
|
||
date := now.AddDate(0, 0, -td.daysAgo).Truncate(24 * time.Hour)
|
||
txns = append(txns, Transaction{
|
||
ID: bson.NewObjectID().Hex(),
|
||
UserID: userID,
|
||
AccountID: td.accountID,
|
||
Date: date,
|
||
Description: td.desc,
|
||
AmountCents: td.amountCents,
|
||
Category: td.cat,
|
||
CreatedAt: time.Now(),
|
||
})
|
||
}
|
||
|
||
if err := store.createTransactions(ctx, txns); err != nil {
|
||
return fmt.Errorf("create transactions: %w", err)
|
||
}
|
||
|
||
// ── Portfolio trades ─────────────────────────────────────────────────
|
||
trades := []Trade{
|
||
// VWCE — Vanguard FTSE All-World
|
||
{
|
||
ID: bson.NewObjectID().Hex(), UserID: userID,
|
||
ISIN: "IE00B3RBWM25", Name: "VWCE - Vanguard All-World",
|
||
Type: "buy", Quantity: 12, PriceCents: 11820, TotalCents: 141840,
|
||
Date: now.AddDate(0, -5, 5), CreatedAt: time.Now(),
|
||
},
|
||
{
|
||
ID: bson.NewObjectID().Hex(), UserID: userID,
|
||
ISIN: "IE00B3RBWM25", Name: "VWCE - Vanguard All-World",
|
||
Type: "buy", Quantity: 8, PriceCents: 11960, TotalCents: 95680,
|
||
Date: now.AddDate(0, -3, 12), CreatedAt: time.Now(),
|
||
},
|
||
{
|
||
ID: bson.NewObjectID().Hex(), UserID: userID,
|
||
ISIN: "IE00B3RBWM25", Name: "VWCE - Vanguard All-World",
|
||
Type: "buy", Quantity: 6, PriceCents: 12100, TotalCents: 72600,
|
||
Date: now.AddDate(0, -1, 12), CreatedAt: time.Now(),
|
||
},
|
||
// SXR8 — iShares Core S&P 500
|
||
{
|
||
ID: bson.NewObjectID().Hex(), UserID: userID,
|
||
ISIN: "IE00B5BMR087", Name: "SXR8 - iShares S&P 500",
|
||
Type: "buy", Quantity: 15, PriceCents: 53200, TotalCents: 798000,
|
||
Date: now.AddDate(0, -4, 8), CreatedAt: time.Now(),
|
||
},
|
||
{
|
||
ID: bson.NewObjectID().Hex(), UserID: userID,
|
||
ISIN: "IE00B5BMR087", Name: "SXR8 - iShares S&P 500",
|
||
Type: "buy", Quantity: 10, PriceCents: 55100, TotalCents: 551000,
|
||
Date: now.AddDate(0, -2, 3), CreatedAt: time.Now(),
|
||
},
|
||
// EUNL — iShares Core MSCI World
|
||
{
|
||
ID: bson.NewObjectID().Hex(), UserID: userID,
|
||
ISIN: "IE00B4L5Y983", Name: "EUNL - iShares MSCI World",
|
||
Type: "buy", Quantity: 20, PriceCents: 8950, TotalCents: 179000,
|
||
Date: now.AddDate(0, -5, 20), CreatedAt: time.Now(),
|
||
},
|
||
{
|
||
ID: bson.NewObjectID().Hex(), UserID: userID,
|
||
ISIN: "IE00B4L5Y983", Name: "EUNL - iShares MSCI World",
|
||
Type: "buy", Quantity: 10, PriceCents: 9210, TotalCents: 92100,
|
||
Date: now.AddDate(0, -2, 18), CreatedAt: time.Now(),
|
||
},
|
||
}
|
||
|
||
if err := store.createTrades(ctx, trades); err != nil {
|
||
return fmt.Errorf("create trades: %w", err)
|
||
}
|
||
|
||
return nil
|
||
}
|