homelab/apps/finance/services/api/main/templates/dashboard.html

{{define "content"}}
{{$d := .}}

<div style="display:flex; align-items:baseline; justify-content:space-between; margin-bottom:24px; flex-wrap:wrap; gap:8px;">
  <h1>Dashboard</h1>
  <span class="text-muted">{{if $d.Email}}{{$d.Email}}{{end}}</span>
</div>

{{if $d.Alerts}}
<div style="display:flex; flex-direction:column; gap:8px; margin-bottom:16px;">
  {{range $d.Alerts}}
  <div style="display:flex; align-items:flex-start; gap:10px; padding:12px 16px; border-radius:10px; font-size:13px;
       {{if eq .Level "danger"}}background:rgba(248,113,113,0.08); border:1px solid rgba(248,113,113,0.25); color:var(--red);
       {{else if eq .Level "warn"}}background:rgba(245,158,11,0.08); border:1px solid rgba(245,158,11,0.25); color:#f59e0b;
       {{else}}background:rgba(105,121,248,0.08); border:1px solid rgba(105,121,248,0.25); color:var(--accent);{{end}}">
    <span style="flex-shrink:0; font-size:15px;">{{if eq .Level "danger"}}🔴{{else if eq .Level "warn"}}⚠{{else}}ℹ{{end}}</span>
    <span>{{.Message}}</span>
  </div>
  {{end}}
</div>
{{end}}

<!-- HERO: available to spend -->
<div class="card animate-on-scroll" style="margin-bottom:16px; padding:24px 28px;">
  <div style="font-size:12px; color:var(--text2); text-transform:uppercase; letter-spacing:.5px; margin-bottom:10px; display:flex; align-items:center; gap:8px;">
    Available to spend this month
    <span style="font-size:11px; background:var(--bg3); color:var(--text3); padding:2px 8px; border-radius:99px; font-weight:400; text-transform:none; letter-spacing:0;">
      income − fixed costs − spent so far
    </span>
  </div>

  <div style="display:flex; align-items:baseline; gap:20px; flex-wrap:wrap; margin-bottom:16px;">
    <div class="animate-counter {{if lt $d.AvailableToSpend 0}}negative{{else}}positive{{end}}"
         style="font-size:42px; font-weight:500; letter-spacing:-1.5px; line-height:1;"
         data-target="{{$d.AvailableToSpend}}" data-prefix="€">€0.00</div>
    <div style="font-size:13px; color:var(--text2);">
      of <span style="color:var(--text); font-weight:500;" class="animate-counter" data-target="{{$d.DisposableIncome}}" data-prefix="€">€0.00</span> disposable
      &nbsp;·&nbsp; <span style="color:var(--text2);">{{$d.MonthSpentPct}}% used</span>
    </div>
  </div>

  <div style="background:var(--bg3); border-radius:99px; height:6px; overflow:hidden; margin-bottom:6px;">
    <div style="height:100%; border-radius:99px; width:{{$d.MonthSpentPct}}%;
         background:{{if gt $d.MonthSpentPct 90}}var(--red){{else if gt $d.MonthSpentPct 70}}#f59e0b{{else}}var(--green){{end}};
         transition:width 1s ease;"></div>
  </div>
  <div style="display:flex; justify-content:space-between;">
    <span style="font-size:11px; color:var(--text3);">Month progress: {{$d.MonthProgressPct}}%</span>
    <span style="font-size:11px; color:var(--text3);">Spent: {{$d.MonthSpentPct}}%</span>
  </div>
</div>

<!-- 3 diagnostic cards -->
<div class="grid" style="margin-bottom:16px;">

  <div class="card value-card animate-on-scroll">
    <h2>Bank balance should be</h2>
    <div class="value animate-counter" data-target="{{$d.BankShouldBe}}" data-prefix="€" style="color:var(--text);">€0.00</div>
    <p style="font-size:12px; color:var(--text3); margin-top:6px;">upcoming fixed + safety buffer</p>
  </div>

  <div class="card value-card animate-on-scroll">
    <h2>Savings rate</h2>
    <div class="value {{if gt $d.SavingsRatePct 0}}positive{{else}}negative{{end}}">{{$d.SavingsRatePct}}%</div>
    {{if $d.LastMonthSavingsRatePct}}
    <p style="font-size:12px; margin-top:6px; {{if gt $d.SavingsRatePct $d.LastMonthSavingsRatePct}}color:var(--green){{else}}color:var(--red){{end}};">
      {{if gt $d.SavingsRatePct $d.LastMonthSavingsRatePct}}↑{{else}}↓{{end}} vs last month ({{$d.LastMonthSavingsRatePct}}%)
    </p>
    {{end}}
  </div>

  <div class="card value-card animate-on-scroll">
    <h2>Net worth</h2>
    <div class="value animate-counter {{if lt $d.NetWorthCents 0}}negative{{else}}positive{{end}}"
         data-target="{{$d.NetWorthCents}}" data-prefix="€">€0.00</div>
    <p style="font-size:12px; color:var(--text3); margin-top:6px;"><a href="/networth" style="color:var(--accent);">→ full breakdown</a></p>
  </div>

  <div class="card value-card animate-on-scroll">
    <h2>Portfolio today</h2>
    {{if $d.PortfolioHoldings}}
    <div class="value animate-counter" data-target="{{$d.PortfolioValueCents}}" data-prefix="€" style="color:var(--text);">€0.00</div>
    {{if $d.PortfolioPricesAvailable}}
    <p style="font-size:12px; margin-top:6px; {{if ge $d.PortfolioPCLCents 0}}color:var(--green){{else}}color:var(--red){{end}};">
      {{if ge $d.PortfolioPCLCents 0}}+{{else}}−{{end}}€{{cents (centsAbs $d.PortfolioPCLCents)}} total P&L
    </p>
    {{else}}
    <p style="font-size:12px; color:var(--text3); margin-top:6px;">cost basis · prices unavailable</p>
    {{end}}
    {{else}}
    <div class="value" style="color:var(--text3); font-size:18px;">No trades yet</div>
    <p style="font-size:12px; color:var(--text3); margin-top:6px;"><a href="/import" style="color:var(--accent);">Import trades →</a></p>
    {{end}}
  </div>

</div>

<!-- Bank math + stocks -->
<div class="grid-2" style="margin-bottom:16px;">

  <div class="card animate-on-scroll">
    <div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:16px;">
      <h2>What should be in your bank</h2>
      <span style="font-size:11px; color:var(--text3);">right now</span>
    </div>
    {{if $d.RecurringExpenses}}
    <div style="display:flex; flex-direction:column;">
      {{range $d.RecurringExpenses}}
      {{$color := index $d.CategoryColors .Category}}
      <div style="display:flex; justify-content:space-between; align-items:center; padding:9px 0; border-bottom:1px solid var(--border);">
        <span style="font-size:13px; color:var(--text2); display:flex; align-items:center; gap:7px;">
          {{if $color}}<span style="width:7px;height:7px;border-radius:50%;background:{{$color}};display:inline-block;"></span>{{end}}
          {{.Category}}
        </span>
        <span style="font-size:13px; font-weight:500; color:var(--red);">− €{{cents .MonthlyCents}}</span>
      </div>
      {{end}}
      {{if $d.SafetyBufferCents}}
      <div style="display:flex; justify-content:space-between; align-items:center; padding:9px 0; border-bottom:1px solid var(--border);">
        <span style="font-size:13px; color:var(--text2);">Safety buffer (2 weeks)</span>
        <span style="font-size:13px; font-weight:500; color:var(--red);">− €{{cents $d.SafetyBufferCents}}</span>
      </div>
      {{end}}
      <div style="display:flex; justify-content:space-between; align-items:center; padding:12px 0 0 0;">
        <span style="font-size:13px; font-weight:500; color:var(--text);">Minimum recommended</span>
        <span class="animate-counter positive" style="font-size:16px; font-weight:600;"
              data-target="{{$d.BankShouldBe}}" data-prefix="€">€0.00</span>
      </div>
    </div>
    {{else}}
    <div class="empty-state" style="padding:24px;">
      <p>No recurring expenses detected yet.<br>Import a few months of transactions.</p>
    </div>
    {{end}}
  </div>

  <div class="card animate-on-scroll">
    <div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:16px;">
      <h2>Stocks at a glance</h2>
      <a href="/portfolio" style="font-size:12px; color:var(--text3);">→ portfolio</a>
    </div>
    {{if $d.PortfolioHoldings}}
    <div style="display:flex; flex-direction:column;">
      {{range $d.PortfolioHoldings}}
      <div style="display:flex; align-items:center; justify-content:space-between; padding:9px 0; border-bottom:1px solid var(--border);">
        <div>
          <div style="font-size:13px; font-weight:600; color:var(--text);">{{.Name}}</div>
          <div style="font-size:11px; color:var(--text3);">{{printf "%.4f" .SharesOwned}} shares</div>
        </div>
        <div style="text-align:right;">
          {{if $d.PortfolioPricesAvailable}}
          <div style="font-size:13px; font-weight:500; color:var(--text);">€{{cents .CurrentValueCents}}</div>
          <div style="font-size:12px; {{if ge .UnrealizedPCLCents 0}}color:var(--green){{else}}color:var(--red){{end}};">
            {{pctSign .UnrealizedPCLPct}}{{printf "%.1f" .UnrealizedPCLPct}}%
          </div>
          {{else}}
          <div style="font-size:13px; font-weight:500; color:var(--text);">€{{cents .TotalCostCents}}</div>
          <div style="font-size:11px; color:var(--text3);">cost basis</div>
          {{end}}
        </div>
      </div>
      {{end}}
      <div style="display:flex; justify-content:space-between; align-items:center; padding:12px 0 0 0;">
        <span style="font-size:13px; font-weight:500; color:var(--text);">Total{{if not $d.PortfolioPricesAvailable}} invested{{end}}</span>
        <span class="animate-counter" style="font-size:15px; font-weight:600; color:var(--text);"
              data-target="{{$d.PortfolioValueCents}}" data-prefix="€">€0.00</span>
      </div>
    </div>
    {{else}}
    <div class="empty-state" style="padding:24px;">
      <p>No holdings yet.<br><a href="/import" style="color:var(--accent);">Import trades →</a></p>
    </div>
    {{end}}
  </div>

</div>

<!-- Budget health + recent activity -->
<div class="grid-2">

  {{if $d.CategoryBudgets}}
  <div class="card animate-on-scroll">
    <div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:16px;">
      <h2>Budget health</h2>
      <a href="/categories" style="font-size:12px; color:var(--text3);">→ categories</a>
    </div>
    <div style="display:flex; flex-direction:column; gap:10px;">
      {{range $cat, $budget := $d.CategoryBudgets}}
      {{$spent := index $d.ThisMonth.ByCategory $cat}}
      {{$spentAbs := centsAbs $spent}}
      {{$color := index $d.CategoryColors $cat}}
      {{$over := isOver $spentAbs $budget}}
      {{$pct := clampPct $spentAbs $budget}}
      <div>
        <div style="display:flex; justify-content:space-between; margin-bottom:5px;">
          <span style="font-size:12px; color:var(--text2); display:flex; align-items:center; gap:6px;">
            {{if $color}}<span style="width:7px;height:7px;border-radius:50%;background:{{$color}};display:inline-block;"></span>{{end}}
            {{$cat}}
          </span>
          <span style="font-size:11px; {{if $over}}color:var(--red); font-weight:600;{{else}}color:var(--text3);{{end}}">
            {{$pct}}%{{if $over}} ⚠{{end}}
          </span>
        </div>
        <div style="background:var(--bg3); border-radius:99px; height:5px; overflow:hidden;">
          <div style="height:100%; border-radius:99px; width:{{$pct}}%;
               background:{{if $over}}var(--red){{else if $color}}{{$color}}{{else}}var(--accent){{end}};
               transition:width 1s ease;"></div>
        </div>
      </div>
      {{end}}
    </div>
  </div>
  {{end}}

  <div class="card animate-on-scroll">
    <div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:16px;">
      <h2>Recent activity</h2>
      <a href="/transactions" style="font-size:12px; color:var(--text3);">→ all transactions</a>
    </div>
    {{if $d.RecentTxns}}
    <div style="display:flex; flex-direction:column;">
      {{range $d.RecentTxns}}
      {{$color := index $d.CategoryColors .Category}}
      <div style="display:flex; align-items:center; justify-content:space-between; padding:9px 0; border-bottom:1px solid var(--border);">
        <div style="display:flex; align-items:center; gap:10px; min-width:0;">
          <div style="width:8px; height:8px; border-radius:50%; flex-shrink:0;
               background:{{if $color}}{{$color}}{{else}}var(--text3){{end}};"></div>
          <div style="min-width:0;">
            <div style="font-size:13px; color:var(--text); white-space:nowrap; overflow:hidden; text-overflow:ellipsis; max-width:180px;">{{.Description}}</div>
            <div style="font-size:11px; color:var(--text3);">{{dateShort .Date}}</div>
          </div>
        </div>
        <div style="font-size:13px; font-weight:500; white-space:nowrap; margin-left:12px;
             {{if lt .AmountCents 0}}color:var(--red){{else}}color:var(--green){{end}};">
          {{if lt .AmountCents 0}}−{{else}}+{{end}}€{{cents (centsAbs .AmountCents)}}
        </div>
      </div>
      {{end}}
    </div>
    {{else}}
    <div class="empty-state" style="padding:24px;">
      No transactions yet. <a href="/import" style="color:var(--accent);">Import some!</a>
    </div>
    {{end}}
  </div>

</div>

{{if $d.RecurringExpenses}}
<div class="card animate-on-scroll" style="margin-top:16px;">
  <div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:16px;">
    <h2>Fixed costs</h2>
    <span style="font-size:11px; color:var(--text3);">auto-detected · 3-month average</span>
  </div>
  <div style="display:flex; flex-direction:column;">
    {{range $d.RecurringExpenses}}
    {{$color := index $d.CategoryColors .Category}}
    <div style="display:flex; align-items:center; justify-content:space-between; padding:10px 0; border-bottom:1px solid var(--border);">
      <div style="display:flex; align-items:center; gap:10px;">
        {{if .IsGoal}}
        <span style="width:9px; height:9px; border-radius:50%; background:var(--accent); flex-shrink:0; display:inline-block;"></span>
        {{else if $color}}
        <span style="width:9px; height:9px; border-radius:50%; background:{{$color}}; flex-shrink:0; display:inline-block;"></span>
        {{end}}
        <div>
          <div style="font-size:13px; font-weight:500; color:var(--text);">{{.Category}}</div>
          <div style="font-size:11px; color:var(--text3);">{{if .IsGoal}}committed goal{{else}}recurring expense{{end}}</div>
        </div>
      </div>
      <div style="text-align:right;">
        <div style="font-size:14px; font-weight:600; color:var(--red);">− €{{cents .MonthlyCents}}</div>
        <div style="font-size:11px; color:var(--text3);">/ month</div>
      </div>
    </div>
    {{end}}
    <div style="display:flex; justify-content:space-between; align-items:center; padding:12px 0 0 0;">
      <span style="font-size:13px; font-weight:500; color:var(--text);">Total committed</span>
      <span class="animate-counter" style="font-size:15px; font-weight:600; color:var(--red);"
            data-target="{{$d.TotalCommittedCents}}" data-prefix="€">€0</span>
    </div>
  </div>
</div>
{{end}}
{{end}}