06/05 Optimize app

app/__init__.py

@@ -148,6 +148,22 @@ def create_app(config_name=None):
         from app.models.app_log import AppLog
         from app.models.audit_log import AuditLog
 
+    # ── Context processor — global template vars ─────────────────────────────
+    @app.context_processor
+    def inject_globals():
+        from flask_login import current_user as _u
+        ctx = {'plaid_review_count': 0}
+        if _u.is_authenticated:
+            try:
+                from app.models.transaction import Transaction as _T
+                ctx['plaid_review_count'] = _T.query.filter(
+                    _T.notes.like('Plaid:%'),
+                    _T.category_id.is_(None),
+                ).count()
+            except Exception:
+                pass
+        return ctx
+
     # ── Session idle timeout ──────────────────────────────────────────────────
     from flask import session as _session, request as _request
     from flask_login import current_user as _cu

app/routes/dashboard.py

@@ -5,6 +5,7 @@ from app.extensions import db
 from app.models.account import Account
 from app.models.transaction import Transaction
 from app.models.category import Category
+from app.models.recurring_rule import RecurringRule
 from app.services.fx_service import get_today_rate, get_rate_history, force_refresh
 from app.services.ai_service import get_latest_daily_insight
 from app.services.account_service import get_total_assets, get_total_liabilities
@@ -145,6 +146,14 @@ def index():
         chart_income.append(float(inc))
         chart_expense.append(float(exp))
 
+    # ── Upcoming bills (recurring rules due within 14 days) ──────────────────
+    upcoming_bills = RecurringRule.query.filter(
+        RecurringRule.is_active == True,
+        RecurringRule.next_run != None,
+        RecurringRule.next_run >= today,
+        RecurringRule.next_run <= today + timedelta(days=14),
+    ).order_by(RecurringRule.next_run).limit(8).all()
+
     # ── Recent transactions ───────────────────────────
     recent_txns = Transaction.query\
         .filter(Transaction.transaction_type.in_(['income', 'expense']))\
@@ -185,7 +194,9 @@ def index():
                            fx=fx,
                            fx_history_data=fx_history_data,
                            ai_insight=ai_insight,
-                           schwab_warning=schwab_warning)
+                           schwab_warning=schwab_warning,
+                           upcoming_bills=upcoming_bills,
+                           today=today)
 
 
 @dashboard_bp.route('/api/reconcile')

app/routes/investments.py

@@ -8,6 +8,7 @@ from app.models.investment import Investment, InvestmentTransaction
 from app.services.investment_service import (
     get_portfolio_summary, update_prices, fetch_price,
     fetch_price_history, fetch_day_change,
+    get_price_alerts,
     ASSET_COLORS, ASSET_TYPE_LABELS
 )
 from datetime import date
@@ -341,6 +342,13 @@ def api_day_change(ticker):
     return jsonify(data)
 
 
+@investments_bp.route('/api/price-alerts')
+@login_required
+def api_price_alerts():
+    """Return today's price-alert list (holdings that moved >= 5% intraday)."""
+    return jsonify({'alerts': get_price_alerts()})
+
+
 @investments_bp.route('/api/history/<ticker>')
 @login_required
 def api_price_history(ticker):

app/routes/reports.py

@@ -1,5 +1,5 @@
 from flask import (Blueprint, render_template, request, redirect, url_for,
-                   Response, flash, send_file)
+                   Response, flash, send_file, stream_with_context)
 from flask_login import login_required, current_user
 from app.models.transaction import Transaction
 from app.services.report_service import (
@@ -8,7 +8,7 @@ from app.services.report_service import (
     take_net_worth_snapshot, category_mom_comparison,
 )
 from app.services.export_service import (
-    transactions_to_csv, transactions_to_excel,
+    transactions_csv_stream, transactions_to_excel,
     report_to_pdf, build_report_html,
 )
 from datetime import date
@@ -141,14 +141,13 @@ def export_csv():
     )
     if txn_type != 'all':
         query = query.filter(Transaction.transaction_type == txn_type)
-    transactions = query.order_by(Transaction.date.desc()).all()
+    query = query.order_by(Transaction.date.desc())
 
-    csv_data = transactions_to_csv(transactions)
     label = f'{year}-{month:02d}' if month else str(year)
     filename = f'pfm_transactions_{label}.csv'
 
     return Response(
-        csv_data,
+        stream_with_context(transactions_csv_stream(query)),
         mimetype='text/csv',
         headers={'Content-Disposition': f'attachment; filename="{filename}"'}
     )
@@ -167,11 +166,11 @@ def export_excel():
                                   __import__('calendar').monthrange(year, month)[1]),
         Transaction.transaction_type.in_(['income', 'expense']),
     )
-    transactions = query.order_by(Transaction.date.desc()).all()
+    query = query.order_by(Transaction.date.desc())
 
     label = f'{year}-{month:02d}' if month else str(year)
     period_label = f'{year} Month {month}' if month else str(year)
-    excel_bytes = transactions_to_excel(transactions, period_label)
+    excel_bytes = transactions_to_excel(query, period_label)
     filename = f'pfm_transactions_{label}.xlsx'
 
     return send_file(

app/services/bank_import_service.py

@@ -572,9 +572,115 @@ def _groq_parse_statement(text):
     return raw_rows
 
 
+_TABLE_DATE_HDRS  = {'date', 'posted', 'transaction date', 'trans date',
+                     'posting date', 'value date', 'effective date', 'settled'}
+_TABLE_DESC_HDRS  = {'description', 'payee', 'merchant', 'memo', 'transaction',
+                     'details', 'name', 'narrative', 'particulars', 'reference'}
+_TABLE_DEBIT_HDRS = {'debit', 'withdrawal', 'withdrawals', 'charge', 'charges',
+                     'amount debited', 'payment', 'dr'}
+_TABLE_CRED_HDRS  = {'credit', 'deposit', 'deposits', 'amount credited',
+                     'cr', 'inflow'}
+_TABLE_AMT_HDRS   = {'amount', 'transaction amount', 'net amount'}
+
+
+def _pdfplumber_table_parse(pdf_handle):
+    """
+    Try to extract transactions directly from pdfplumber table structures.
+
+    Iterates every page, finds tables whose headers match bank-statement
+    patterns, and converts rows to raw transaction dicts.
+
+    Returns a (possibly empty) list of raw dicts; never raises.
+    """
+    all_rows = []
+
+    for page in pdf_handle.pages:
+        try:
+            tables = page.extract_tables()
+        except Exception:
+            continue
+
+        for table in tables:
+            if not table or len(table) < 2:
+                continue
+
+            # Normalise headers (lower-case, strip)
+            raw_headers = [str(h).strip().lower() if h else '' for h in table[0]]
+
+            date_col  = next((i for i, h in enumerate(raw_headers)
+                              if h in _TABLE_DATE_HDRS), None)
+            desc_col  = next((i for i, h in enumerate(raw_headers)
+                              if h in _TABLE_DESC_HDRS), None)
+            amt_col   = next((i for i, h in enumerate(raw_headers)
+                              if h in _TABLE_AMT_HDRS), None)
+            debit_col = next((i for i, h in enumerate(raw_headers)
+                              if h in _TABLE_DEBIT_HDRS), None)
+            cred_col  = next((i for i, h in enumerate(raw_headers)
+                              if h in _TABLE_CRED_HDRS), None)
+
+            # Need at least date + description + one amount column
+            if date_col is None or desc_col is None:
+                continue
+            if amt_col is None and debit_col is None and cred_col is None:
+                continue
+
+            col_max = max(c for c in [date_col, desc_col, amt_col, debit_col, cred_col]
+                          if c is not None)
+
+            for row in table[1:]:
+                if not row or len(row) <= col_max:
+                    continue
+
+                date_str = str(row[date_col]).strip() if row[date_col] else ''
+                if not date_str or date_str.lower() in ('', 'none', '-', '--', 'n/a'):
+                    continue
+                try:
+                    txn_date = _parse_date(date_str)
+                except ValueError:
+                    continue
+
+                description = str(row[desc_col]).strip() if row[desc_col] else ''
+                if not description or description.lower() in ('', 'none'):
+                    continue
+
+                if debit_col is not None or cred_col is not None:
+                    debit  = abs(_clean_amount(row[debit_col]  if debit_col  is not None else ''))
+                    credit = abs(_clean_amount(row[cred_col] if cred_col is not None else ''))
+                    if debit > 0:
+                        amount, txn_type = debit, 'expense'
+                    elif credit > 0:
+                        amount, txn_type = credit, 'income'
+                    else:
+                        continue
+                else:
+                    raw_amt = _clean_amount(row[amt_col] if row[amt_col] else '')
+                    if raw_amt == 0.0:
+                        continue
+                    txn_type = 'expense' if raw_amt < 0 else 'income'
+                    amount = abs(raw_amt)
+
+                all_rows.append({
+                    'date':             txn_date,
+                    'transaction_type': txn_type,
+                    'amount':           amount,
+                    'description':      description,
+                    'notes':            '',
+                    'source_id':        None,
+                })
+
+    return all_rows
+
+
 def _parse_pdf(file_bytes):
     """
-    Extract text from a digital PDF using pdfplumber, then parse with Groq.
+    Extract transactions from a digital bank-statement PDF.
+
+    Strategy (in order):
+      1. pdfplumber table extraction — fast, free, no API call needed.
+         Used when structured tables with recognisable headers are found and
+         yield at least 3 rows.
+      2. pdfplumber text extraction → Groq LLM — handles unstructured
+         or narrative-style statements.
 
     Returns (raw_rows, warnings_list).
     Raises RuntimeError for unrecoverable problems (scanned PDF, bad file, etc.).
@@ -593,10 +699,27 @@ def _parse_pdf(file_bytes):
         with pdfplumber.open(io.BytesIO(file_bytes)) as pdf:
             num_pages = len(pdf.pages)
             log.info('[bank_import] PDF has %d page(s)', num_pages)
+
+            # ── Strategy 1: structured table extraction ──────────────────────
+            table_rows = _pdfplumber_table_parse(pdf)
+            if len(table_rows) >= 3:
+                log.info(
+                    '[bank_import] PDF table extraction: %d rows (skipping Groq)',
+                    len(table_rows),
+                )
+                return table_rows, warnings
+
+            log.info(
+                '[bank_import] PDF table extraction yielded %d row(s) — falling back to Groq',
+                len(table_rows),
+            )
+
+            # ── Strategy 2: text extraction → Groq ──────────────────────────
             for page in pdf.pages:
                 text = page.extract_text(x_tolerance=2, y_tolerance=2)
                 if text:
                     text_parts.append(text)
+
     except Exception as exc:
         log.error('[bank_import] pdfplumber failed: %s', exc, exc_info=True)
         raise RuntimeError(

app/services/export_service.py

@@ -1,5 +1,10 @@
 """
 Export Service — CSV, Excel, and PDF generation for transactions and reports.
+
+Memory-efficient exports:
+  - CSV: streaming generator (rows written one at a time, never all in memory)
+  - Excel: openpyxl write-only mode + DB yield_per(500) avoids loading the full
+    result set into Python at once
 """
 
 import io
@@ -11,13 +16,20 @@ from app.models.transaction import Transaction
 
 # ── CSV export ────────────────────────────────────────────────────────────────
 
-def transactions_to_csv(transactions):
-    """Return a CSV string of transactions."""
-    output = io.StringIO()
-    writer = csv.writer(output)
+def transactions_csv_stream(query):
+    """
+    Generator that yields CSV text one row at a time.
+    Pass the SQLAlchemy *query* (not a list) — rows are fetched in 500-row batches.
+    Use with Flask's stream_with_context() for a true streaming response.
+    """
+    buf = io.StringIO()
+    writer = csv.writer(buf)
 
     writer.writerow(['Date', 'Type', 'Description', 'Category', 'Account', 'Amount', 'Notes'])
-    for txn in transactions:
+    yield buf.getvalue()
+    buf.seek(0); buf.truncate()
+
+    for txn in query.yield_per(500):
         writer.writerow([
             txn.date.strftime('%Y-%m-%d'),
             txn.transaction_type,
@@ -27,80 +39,87 @@ def transactions_to_csv(transactions):
             float(txn.amount),
             txn.notes or '',
         ])
-
-    output.seek(0)
-    return output.getvalue()
+        yield buf.getvalue()
+        buf.seek(0); buf.truncate()
 
 
 # ── Excel export ──────────────────────────────────────────────────────────────
 
-def transactions_to_excel(transactions, period_label='Transactions'):
-    """Return Excel bytes for a list of transactions."""
+def transactions_to_excel(query, period_label='Transactions'):
+    """
+    Return Excel bytes built from a SQLAlchemy *query* using openpyxl write-only
+    mode.  Rows are fetched 500 at a time so the full result set is never held in
+    Python memory simultaneously.
+    """
     from openpyxl import Workbook
-    from openpyxl.styles import Font, PatternFill, Alignment, Border, Side
+    from openpyxl.styles import Font, PatternFill, Alignment
+    from openpyxl.cell import WriteOnlyCell
     from openpyxl.utils import get_column_letter
 
-    wb = Workbook()
-    ws = wb.active
-    ws.title = period_label[:31]  # max 31 chars
-
     symbol = current_app.config.get('APP_CURRENCY_SYMBOL', '$')
 
-    # Header style
+    wb = Workbook(write_only=True)
+    ws = wb.create_sheet(title=period_label[:31])
+
+    col_widths = [12, 10, 40, 18, 18, 16, 30]
+    for i, w in enumerate(col_widths, 1):
+        ws.column_dimensions[get_column_letter(i)].width = w
+
     header_fill = PatternFill(start_color='0F172A', end_color='0F172A', fill_type='solid')
     header_font = Font(color='F1F5F9', bold=True, size=10)
-    thin = Side(style='thin', color='E2E8F0')
-    border = Border(bottom=Side(style='thin', color='E2E8F0'))
+    headers = ['Date', 'Type', 'Description', 'Category', 'Account',
+               f'Amount ({symbol})', 'Notes']
+    header_row = []
+    for h in headers:
+        c = WriteOnlyCell(ws, value=h)
+        c.font = header_font
+        c.fill = header_fill
+        header_row.append(c)
+    ws.append(header_row)
 
-    headers = ['Date', 'Type', 'Description', 'Category', 'Account', f'Amount ({symbol})', 'Notes']
-    col_widths = [12, 10, 40, 18, 18, 16, 30]
-
-    for col, (header, width) in enumerate(zip(headers, col_widths), 1):
-        cell = ws.cell(row=1, column=col, value=header)
-        cell.font = header_font
-        cell.fill = header_fill
-        cell.alignment = Alignment(horizontal='left', vertical='center')
-        ws.column_dimensions[get_column_letter(col)].width = width
-
-    ws.row_dimensions[1].height = 22
-
-    # Data rows
     income_fill = PatternFill(start_color='F0FDF4', end_color='F0FDF4', fill_type='solid')
     expense_fill = PatternFill(start_color='FFF7F7', end_color='FFF7F7', fill_type='solid')
+    row_font = Font(size=10)
+    amt_fmt = '#,##0.00'
 
-    for row_num, txn in enumerate(transactions, 2):
+    running_total = 0.0
+    for txn in query.yield_per(500):
         fill = income_fill if txn.transaction_type == 'income' else expense_fill
-        data = [
+        amt = float(txn.amount)
+        running_total += amt
+        row_vals = [
             txn.date.strftime('%Y-%m-%d'),
             txn.transaction_type.title(),
             txn.description,
             txn.category.name if txn.category else '',
             txn.account.name if txn.account else '',
-            float(txn.amount),
+            amt,
             txn.notes or '',
         ]
-        for col, value in enumerate(data, 1):
-            cell = ws.cell(row=row_num, column=col, value=value)
-            cell.fill = fill
-            cell.border = border
-            cell.font = Font(size=10)
-            if col == 6:
-                cell.number_format = f'#,##0.00'
-                cell.alignment = Alignment(horizontal='right')
+        row = []
+        for col_idx, value in enumerate(row_vals, 1):
+            c = WriteOnlyCell(ws, value=value)
+            c.font = row_font
+            c.fill = fill
+            if col_idx == 6:
+                c.number_format = amt_fmt
+                c.alignment = Alignment(horizontal='right')
+            row.append(c)
+        ws.append(row)
 
-    # Totals row
-    total_row = len(transactions) + 2
-    ws.cell(row=total_row, column=5, value='TOTAL').font = Font(bold=True, size=10)
-    total_cell = ws.cell(row=total_row, column=6,
-                          value=sum(float(t.amount) for t in transactions))
-    total_cell.font = Font(bold=True, size=10)
-    total_cell.number_format = f'#,##0.00'
-    total_cell.alignment = Alignment(horizontal='right')
+    # Totals row — plain cells (write-only, no random access)
+    total_lbl = WriteOnlyCell(ws, value='TOTAL')
+    total_lbl.font = Font(bold=True, size=10)
+    total_val = WriteOnlyCell(ws, value=running_total)
+    total_val.font = Font(bold=True, size=10)
+    total_val.number_format = amt_fmt
+    total_val.alignment = Alignment(horizontal='right')
+    ws.append(['', '', '', '', total_lbl, total_val, ''])
 
     output = io.BytesIO()
     wb.save(output)
     output.seek(0)
-    return output.getvalue()
+    return output.read()
 
 
 # ── PDF export ────────────────────────────────────────────────────────────────

app/services/investment_service.py

@@ -323,6 +323,99 @@ def update_prices(investment_ids=None):
     return updated
 
 
+def check_and_save_price_alerts(threshold: float = 5.0) -> int:
+    """
+    Fetch today's day-change for every unique ticker that has an active holding.
+    For any ticker where |day_change_pct| >= threshold, write an AiInsight row
+    with insight_type='alert' so the investments page can surface a banner.
+
+    Deduplicates by ticker so each ticker's Groq/Yahoo call happens only once.
+    Returns the number of alerts saved.
+    """
+    import json
+    from app.models.ai_insight import AiInsight
+
+    today = datetime.utcnow().date()
+
+    investments = Investment.query.filter(
+        Investment.ticker != None,
+        Investment.ticker != '',
+        Investment.is_active == True,
+    ).all()
+
+    if not investments:
+        return 0
+
+    # Collect unique tickers and their holding names
+    ticker_map = {}  # ticker → asset_name (first one found)
+    for inv in investments:
+        t = inv.ticker.upper()
+        if t not in ticker_map:
+            ticker_map[t] = inv.asset_name
+
+    alerts = []
+    for ticker, asset_name in ticker_map.items():
+        try:
+            change = fetch_day_change(ticker)
+        except Exception:
+            continue
+        if not change:
+            continue
+        pct = change.get('day_change_pct') or 0
+        if abs(pct) >= threshold:
+            alerts.append({
+                'ticker':          ticker,
+                'asset_name':      asset_name,
+                'day_change_pct':  round(pct, 2),
+                'current_price':   change.get('current'),
+            })
+
+    if not alerts:
+        return 0
+
+    # Upsert: overwrite any earlier alert from today
+    existing = AiInsight.query.filter_by(
+        insight_date=today, insight_type='alert'
+    ).first()
+    content_json = json.dumps(alerts)
+    if existing:
+        existing.content = content_json
+    else:
+        db.session.add(AiInsight(
+            insight_date=today,
+            insight_type='alert',
+            content=content_json,
+            prompt_summary=f'price_alert threshold={threshold}%',
+        ))
+
+    try:
+        db.session.commit()
+        log.info('[investment] saved %d price alert(s) (threshold=%.1f%%)', len(alerts), threshold)
+    except Exception as e:
+        db.session.rollback()
+        log.error('[investment] failed to save price alerts: %s', e)
+
+    return len(alerts)
+
+
+def get_price_alerts():
+    """
+    Return today's price alert list (from ai_insights) or [] if none exist.
+    Each item: {ticker, asset_name, day_change_pct, current_price}
+    """
+    import json
+    from app.models.ai_insight import AiInsight
+
+    today = datetime.utcnow().date()
+    row = AiInsight.query.filter_by(insight_date=today, insight_type='alert').first()
+    if not row:
+        return []
+    try:
+        return json.loads(row.content)
+    except Exception:
+        return []
+
+
 def get_portfolio_summary():
     """
     Return portfolio-level aggregates across all active investments.

app/templates/base.html

@@ -189,7 +189,13 @@
           .btn-label { display: none; }
           .tb-right .btn { padding-left: 8px; padding-right: 8px; }
           .stat-card .stat-value { font-size: 16px; }
+          /* AI chat: shorter on small screens so it doesn't eat the whole viewport */
+          #chatMessages { height: 300px !important; }
+          /* Projection / combo charts: cap height so they're not giant on phones */
+          .proj-chart-wrap { height: 200px !important; }
       }
+      /* table-wrap inside a regular (padded) pcard also needs overflow-x */
+      .pcard .table-wrap { overflow-x: auto; -webkit-overflow-scrolling: touch; }
       /* Keyboard shortcut cheatsheet modal */
       #kbd-modal .kbd-row { display: flex; align-items: center; justify-content: space-between; padding: 6px 0; border-bottom: 1px solid var(--border); font-size: 13px; }
       #kbd-modal .kbd-row:last-child { border: none; }
@@ -304,7 +310,11 @@
           class="sb-link {% if request.blueprint == 'transactions' %}active{% endif %}"
         >
           <i class="bi bi-arrow-left-right"></i
-          ><span class="lt">Transactions</span>
+          ><span class="lt">Transactions
+            {% if plaid_review_count > 0 %}
+            <span style="margin-left:6px;background:#7c3aed;color:#fff;font-size:10px;font-weight:700;padding:1px 5px;border-radius:10px;line-height:1.4;">{{ plaid_review_count }}</span>
+            {% endif %}
+          </span>
         </a>
         <a
           href="{{ url_for('transactions.new', type='income') }}"

app/templates/dashboard/index.html

@@ -362,6 +362,62 @@
     </div>
 </div>
 
+<!-- Upcoming Bills -->
+{% if upcoming_bills %}
+<div class="pcard mt-3">
+    <div class="d-flex justify-content-between align-items-center mb-3">
+        <span class="pcard-title mb-0">Upcoming Bills <span style="font-size:11px;font-weight:400;color:var(--muted);">(next 14 days)</span></span>
+        <a href="{{ url_for('settings.recurring') }}" style="font-size:12px;color:#3b82f6;">Manage →</a>
+    </div>
+    <div class="table-wrap">
+    <table class="pfm-table">
+        <thead>
+            <tr>
+                <th style="padding-left:16px;">Rule</th>
+                <th class="d-mob-none">Frequency</th>
+                <th>Due</th>
+                <th class="text-end">Amount</th>
+                <th class="text-end d-mob-none" style="padding-right:16px;">Account</th>
+            </tr>
+        </thead>
+        <tbody>
+        {% for rule in upcoming_bills %}
+        <tr>
+            <td style="padding-left:16px;">
+                <div class="d-flex align-items-center gap-2">
+                    {% if rule.category %}
+                    <div style="width:26px;height:26px;border-radius:6px;background:{{ rule.category.color }}22;color:{{ rule.category.color }};display:flex;align-items:center;justify-content:center;font-size:12px;flex-shrink:0;">
+                        <i class="bi {{ rule.category.icon }}"></i>
+                    </div>
+                    {% else %}
+                    <div style="width:26px;height:26px;border-radius:6px;background:#f1f5f9;color:#94a3b8;display:flex;align-items:center;justify-content:center;font-size:12px;flex-shrink:0;">
+                        <i class="bi bi-arrow-repeat"></i>
+                    </div>
+                    {% endif %}
+                    <span style="font-size:13px;font-weight:500;">{{ rule.name }}</span>
+                </div>
+            </td>
+            <td class="d-mob-none" style="font-size:12px;color:var(--muted);">{{ rule.frequency | title }}</td>
+            <td>
+                {% set days_until = (rule.next_run - today).days %}
+                <span style="font-size:12px;" class="{% if days_until == 0 %}text-expense fw-semibold{% elif days_until <= 3 %}text-warning{% endif %}">
+                    {% if days_until == 0 %}Today
+                    {% elif days_until == 1 %}Tomorrow
+                    {% else %}{{ rule.next_run.strftime('%b %d') }}{% endif %}
+                </span>
+            </td>
+            <td class="text-end mono {% if rule.transaction_type=='income' %}text-income{% else %}text-expense{% endif %}" style="font-size:13px;font-weight:600;">
+                {% if rule.transaction_type=='income' %}+{% else %}-{% endif %}{{ rule.amount | currency }}
+            </td>
+            <td class="text-end d-mob-none" style="font-size:12px;color:var(--muted);padding-right:16px;">{{ rule.account.name if rule.account else '—' }}</td>
+        </tr>
+        {% endfor %}
+        </tbody>
+    </table>
+    </div>
+</div>
+{% endif %}
+
 <!-- Custom Range Modal -->
 <div class="modal fade" id="customModal" tabindex="-1">
     <div class="modal-dialog modal-sm">

app/templates/goals/index.html

@@ -118,6 +118,7 @@
 {% if completed_goals %}
 <div class="pcard">
     <div class="pcard-title mb-3">Completed Goals 🎉</div>
+    <div class="table-wrap">
     <table class="pfm-table">
         <thead><tr><th>Goal</th><th>Target</th><th>Completed</th></tr></thead>
         <tbody>
@@ -137,6 +138,7 @@
         {% endfor %}
         </tbody>
     </table>
+    </div>
 </div>
 {% endif %}
 {% endblock %}

app/templates/investments/index.html

@@ -78,6 +78,14 @@
 </div>
 {% else %}
 
+<!-- Price alerts banner (populated by AJAX) -->
+<div id="price-alert-banner" style="display:none;" class="alert d-flex align-items-start gap-2 mb-3" style="background:#fef3c7;border:1px solid #fcd34d;color:#78350f;font-size:13px;border-radius:8px;padding:10px 14px;">
+    <i class="bi bi-graph-up-arrow flex-shrink-0 mt-1" style="color:#d97706;"></i>
+    <div class="flex-grow-1" id="price-alert-text"></div>
+    <button type="button" onclick="document.getElementById('price-alert-banner').style.display='none';"
+            style="background:none;border:none;color:#92400e;cursor:pointer;font-size:16px;line-height:1;padding:0 4px;" title="Dismiss">×</button>
+</div>
+
 <!-- Summary cards -->
 <div class="row g-3 mb-4">
     <div class="col-6 col-xl-3">
@@ -134,7 +142,8 @@
 
 {# ── Reusable holdings table macro ──────────────────────────────────────── #}
 {% macro holdings_table(inv_list) %}
-<table class="pfm-table">
+<div class="table-wrap">
+<table class="pfm-table wide">
     <thead>
         <tr>
             <th style="padding-left:20px;">Asset</th>
@@ -219,6 +228,7 @@
     {% endfor %}
     </tbody>
 </table>
+</div>
 {% endmacro %}
 
 <!-- Chart + Allocation -->

app/templates/settings/recurring.html

@@ -135,7 +135,7 @@
     </div>
 
     <!-- Chart -->
-    <div id="proj-chart-wrap" style="position:relative;height:200px;">
+    <div id="proj-chart-wrap" class="proj-chart-wrap" style="position:relative;height:200px;">
         <canvas id="projChart"></canvas>
     </div>
     <div id="proj-loading" class="text-center py-4 text-muted" style="display:none;">

app/templates/transactions/index.html

@@ -9,6 +9,16 @@
 {% endblock %}
 
 {% block content %}
+{% if plaid_review_count > 0 %}
+<div class="alert d-flex align-items-center gap-2 mb-3" style="background:#f5f3ff;border:1px solid #ddd6fe;color:#5b21b6;font-size:13px;border-radius:8px;padding:10px 14px;">
+    <i class="bi bi-cloud-download flex-shrink-0"></i>
+    <div class="flex-grow-1">
+        <strong>{{ plaid_review_count }} Plaid transaction{{ 's' if plaid_review_count != 1 else '' }}</strong>
+        imported via webhook without a category.
+        <a href="{{ url_for('transactions.index') }}" style="color:#7c3aed;font-weight:600;" class="ms-1">Review &amp; categorize →</a>
+    </div>
+</div>
+{% endif %}
 <!-- Tabs -->
 <div class="d-flex gap-1 mb-3">
     <a href="{{ url_for('transactions.index', tab='expense', q=search, account_id=account_id, category_id=category_id, date_from=date_from, date_to=date_to) }}"

scripts/fetch_prices.py

@@ -9,7 +9,7 @@ import os
 sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
 
 from app import create_app
-from app.services.investment_service import update_prices
+from app.services.investment_service import update_prices, check_and_save_price_alerts
 
 app = create_app()
 
@@ -23,3 +23,7 @@ if __name__ == '__main__':
             print(f'[fetch_prices] Updated {len(updated)} ticker(s).')
         else:
             print('[fetch_prices] No tickers updated.')
+
+        print('[fetch_prices] Checking price alerts (threshold=5%)...')
+        n = check_and_save_price_alerts(threshold=5.0)
+        print(f'[fetch_prices] {n} alert(s) saved.')