1c2bac1d5f
- 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>
113 lines
5.2 KiB
HTML
113 lines
5.2 KiB
HTML
{{template "base" .}}
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{{define "content"}}
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{{$d := .}}
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<style>
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.ai-form { background:var(--card); border:1px solid var(--border); border-radius:12px; padding:24px; max-width:560px; margin-bottom:32px; }
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.ai-form h2 { margin:0 0 16px; font-size:1.05rem; }
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.field { margin-bottom:14px; }
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.field label { display:block; font-size:0.82rem; color:var(--muted); margin-bottom:5px; }
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.field input, .field select { width:100%; padding:8px 12px; border:1px solid var(--border); border-radius:8px; background:var(--bg); color:var(--text); font-size:0.9rem; box-sizing:border-box; }
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.field-row { display:flex; gap:12px; }
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.field-row .field { flex:1; }
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.btn { padding:8px 20px; border:none; border-radius:8px; font-size:0.9rem; font-weight:600; cursor:pointer; }
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.btn-primary { background:var(--accent); color:#fff; }
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.btn-danger { background:#f44336; color:#fff; font-size:0.8rem; padding:5px 12px; }
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.sched-list { display:flex; flex-direction:column; gap:12px; }
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.sched-card { background:var(--card); border:1px solid var(--border); border-radius:12px; padding:16px 20px; display:flex; gap:16px; align-items:center; }
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.sched-info { flex:1; }
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.sched-label { font-weight:600; margin-bottom:4px; }
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.sched-meta { font-size:0.8rem; color:var(--muted); }
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.badge { display:inline-block; padding:2px 8px; border-radius:20px; font-size:0.72rem; font-weight:600; margin-left:6px; }
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.badge-active { background:rgba(76,175,80,0.15); color:#4caf50; }
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.badge-inactive { background:rgba(158,158,158,0.15); color:#9e9e9e; }
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.empty { padding:32px; text-align:center; color:var(--muted); background:var(--card); border:1px solid var(--border); border-radius:12px; }
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</style>
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<h1 style="margin:0 0 24px;">Auto Import</h1>
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<div class="ai-form">
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<h2>New Schedule</h2>
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<p style="font-size:0.83rem; color:var(--muted); margin:0 0 18px;">
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Configure a recurring CSV import source. The app will fetch and import it automatically on a daily schedule.
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</p>
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<form method="post" action="/auto-import">
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<div class="field">
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<label for="ai-label">Schedule label</label>
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<input type="text" id="ai-label" name="label" placeholder="e.g. CGD Checking Monthly" required>
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</div>
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<div class="field-row">
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<div class="field">
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<label for="ai-account">Account</label>
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<select id="ai-account" name="account_id" required>
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<option value="">-- select --</option>
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{{range $d.Accounts}}
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<option value="{{.ID}}">{{.Name}} ({{.Type}})</option>
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{{end}}
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</select>
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</div>
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<div class="field">
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<label for="ai-format">CSV format</label>
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<select id="ai-format" name="format">
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<option value="generic">Generic</option>
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<option value="cgd">CGD</option>
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<option value="traderepublic">Trade Republic</option>
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</select>
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</div>
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</div>
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<div class="field">
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<label for="ai-url">Source URL <span style="color:var(--muted); font-weight:400;">(optional — or use manual webhook)</span></label>
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<input type="url" id="ai-url" name="url" placeholder="https://…/export.csv">
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</div>
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<div class="field" style="display:flex; align-items:center; gap:8px; margin-bottom:18px;">
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<input type="checkbox" id="ai-active" name="active" checked style="width:auto; margin:0;">
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<label for="ai-active" style="margin:0; color:var(--text); font-size:0.9rem;">Enable immediately</label>
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</div>
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<button type="submit" class="btn btn-primary" style="width:100%;">Create Schedule</button>
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</form>
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</div>
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<div style="font-size:1rem; font-weight:700; margin-bottom:12px;">Active Schedules</div>
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{{if $d.Schedules}}
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<div class="sched-list">
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{{range $d.Schedules}}
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<div class="sched-card">
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<div class="sched-info">
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<div class="sched-label">
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{{.Label}}
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{{if .Active}}<span class="badge badge-active">active</span>{{else}}<span class="badge badge-inactive">paused</span>{{end}}
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</div>
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<div class="sched-meta">
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Format: {{.Format}} • Account: {{.AccountID}}
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{{if .URL}}• <span style="font-family:monospace;">{{.URL}}</span>{{end}}
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{{if not .LastRunAt.IsZero}}• Last run: {{dateShort .LastRunAt}}{{end}}
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</div>
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</div>
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<button class="btn btn-danger" onclick="deleteSchedule('{{.ID}}')">Delete</button>
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</div>
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{{end}}
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</div>
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{{else}}
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<div class="empty">No import schedules yet. Create one above.</div>
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{{end}}
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<div style="margin-top:32px; background:var(--card); border:1px solid var(--border); border-radius:12px; padding:20px 24px;">
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<div style="font-weight:600; margin-bottom:8px;">Webhook endpoint</div>
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<p style="font-size:0.83rem; color:var(--muted); margin:0 0 12px;">
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You can also push a CSV file directly without scheduling. Use this endpoint from any automation tool (n8n, cron, etc.):
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</p>
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<div style="font-family:monospace; font-size:0.82rem; background:var(--bg); border:1px solid var(--border); border-radius:8px; padding:10px 14px; word-break:break-all;">
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POST /import/confirm — multipart/form-data with fields: <code>account_id</code>, <code>format</code>, <code>rows</code> (JSON array)
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</div>
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</div>
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<script>
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function deleteSchedule(id) {
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if (!confirm('Delete this schedule?')) return;
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fetch('/auto-import/' + id, { method: 'DELETE' })
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.then(r => { if (r.ok) location.reload(); });
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}
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</script>
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{{end}}
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