Commit Graph

5 Commits

Author SHA1 Message Date
Víctor Falcón f140b5df7f
fix(dashboard): treat loans as debt in net worth (#238)
## Summary
- fix dashboard net worth math so loan balances reduce totals and trends
instead of showing as positive assets
- add a per-user toggle in the net worth chart settings to include or
exclude loans from the dashboard net worth card
- cover the new preference and liability handling with feature and
frontend tests

## Screenshots
<img width="1121" height="509" alt="image"
src="https://github.com/user-attachments/assets/ab6a7cde-1052-4dab-aa14-34f6d9528829"
/>
<img width="1122" height="506" alt="image"
src="https://github.com/user-attachments/assets/e48a0369-16c4-4294-ae00-4eba56480264"
/>
2026-03-20 09:55:53 +00:00
Víctor Falcón 0a9ca5b606
feat: enable invested amount tracking for savings accounts (#142)
## Summary

- Adds `Savings` to the list of account types that support invested
amount tracking, alongside `Investment` and `Retirement`
- Decouples `supportsInvestedAmount()` from
`NON_TRANSACTIONAL_ACCOUNT_TYPES` in TypeScript, since savings accounts
are transactional but now also support invested amount tracking
- Updates unit tests to reflect savings accounts supporting invested
amounts

This enables remunerated savings accounts to track invested money vs.
current balance to visualize gains/losses — the same way investment and
pension accounts already do.
2026-02-23 17:19:33 +01:00
Víctor Falcón 299b8a56d8
feat: investment benefits — show gains/losses on investment accounts (#140)
## Why

Investment and retirement accounts show balance over time, but there's
no way to see how much money was actually put in versus how much is
current value. Users can't tell at a glance whether their investments
are up or down.

## What

Adds an "invested amount" tracking system across the full stack:

**Backend**
- New `invested_amount` column on `account_balances` (nullable
bigInteger, cents, per-date)
- Auto-sync from providers: Indexa Capital (instruments_cost +
cash_amount), Bitpanda (fiat deposit/withdrawal history), Binance
(90-day windowed deposit/withdrawal with crypto→fiat conversion)
- Manual input support via Update Balance dialog
- Historical invested amount data in all balance evolution APIs (net
worth, account detail)

**Frontend**
- Dashed line on sparkline charts (dashboard + accounts page) showing
per-point historical invested amount alongside balance
- Dashed line on account detail charts (daily AreaChart + monthly
ComposedChart)
- Tooltips with labeled rows: Balance, Invested, Gain/loss (color-coded)
- Invested amount column in balances history modal
- Invested amount field in balance import wizard (CSV mapping)
- Demo account seeder updated with invested amount data

## Screenshots
<img width="1301" height="750" alt="image"
src="https://github.com/user-attachments/assets/0f05ecd0-8b98-47b4-9fa4-027f0311e3bb"
/>
<img width="744" height="374" alt="image"
src="https://github.com/user-attachments/assets/c4daa816-dee0-4f94-957f-317a13bc80d5"
/>
<img width="1267" height="738" alt="image"
src="https://github.com/user-attachments/assets/21df350c-6954-4ff5-8b3c-b858df3a8b3a"
/>
<img width="1301" height="828" alt="image"
src="https://github.com/user-attachments/assets/16f5f021-a926-4e8e-a999-c4ca32d1ea3d"
/>
<img width="1274" height="845" alt="image"
src="https://github.com/user-attachments/assets/62f2dfc0-04f0-4bdb-b072-cf7cd1be77d3"
/>
2026-02-23 13:59:10 +01:00
Víctor Falcón d179c952c7
Accounts: Allow users to create custom banks with his own logo, and name (#12)
**When a bank is not found**
<img width="1220" height="619" alt="image"
src="https://github.com/user-attachments/assets/f46cdedf-8c12-4d9b-a531-8ab17abba9c2"
/>

**You can create a new one**
<img width="1218" height="695" alt="image"
src="https://github.com/user-attachments/assets/115e6b44-d423-4edf-a9aa-e45da81f9598"
/>
2025-12-04 15:24:04 +01:00
Víctor Falcón 635cde021b feat: Add financial models and seeders 2025-11-07 15:45:28 +00:00