-
+
Expenses
-
{{ total_expense | currency }}
+
{{ total_expense | currency }}
@@ -67,7 +78,7 @@
Net Cash Flow
-
{{ net_cash_flow | currency }}
+
{{ net_cash_flow | currency }}
@@ -78,17 +89,41 @@
Savings Rate
-
+
{% if savings_rate >= 0 %}+{% endif %}{{ savings_rate }}%
-
of income saved this period
+
+
+
+
+
Checking & Savings
+
{{ total_cash | currency }}
+
+
+
+
checking · savings · cash
+
+
+
+
+
+
+
Investments
+
{{ total_investments | currency }}
+
+
+
+
investment · crypto
+
+
@@ -354,6 +390,116 @@ function refreshFxRate() {
.catch(() => { if (btn) btn.innerHTML = '
'; });
}
+// ── Reconcile ─────────────────────────────────────────────────────────────────
+(function () {
+ const btn = document.getElementById('reconcile-btn');
+ const notice = document.getElementById('reconcile-notice');
+ const noticeText = document.getElementById('reconcile-notice-text');
+ if (!btn) return;
+
+ const SYM = '{{ current_user.currency_symbol }}';
+ let reconciled = false;
+
+ // Store original values from the rendered HTML so we can restore them
+ const orig = {
+ income: document.getElementById('val-income').textContent,
+ expense: document.getElementById('val-expense').textContent,
+ net: document.getElementById('val-net').textContent,
+ savings: document.getElementById('val-savings').textContent,
+ };
+
+ function fmtCurrency(n) {
+ const abs = Math.abs(n);
+ let s;
+ if (abs >= 1000000) s = SYM + (abs / 1000000).toFixed(2) + 'M';
+ else if (abs >= 1000) s = SYM + (abs / 1000).toFixed(1) + 'K';
+ else s = SYM + abs.toFixed(2);
+ return n < 0 ? '-' + s : s;
+ }
+
+ function colorClass(n, positive_class, negative_class) {
+ return n >= 0 ? positive_class : negative_class;
+ }
+
+ function applyValues(data) {
+ const income = document.getElementById('val-income');
+ const expense = document.getElementById('val-expense');
+ const net = document.getElementById('val-net');
+ const savings = document.getElementById('val-savings');
+
+ income.textContent = fmtCurrency(data.income);
+ expense.textContent = fmtCurrency(data.expense);
+
+ net.textContent = fmtCurrency(data.net_cash_flow);
+ net.className = 'stat-value ' + colorClass(data.net_cash_flow, 'text-income', 'text-expense');
+
+ const sr = data.savings_rate;
+ savings.textContent = (sr >= 0 ? '+' : '') + sr + '%';
+ savings.className = 'stat-value ' + (sr >= 20 ? 'text-income' : sr > 0 ? 'text-invest' : 'text-expense');
+ }
+
+ function restoreOriginal() {
+ document.getElementById('val-income').textContent = orig.income;
+ document.getElementById('val-expense').textContent = orig.expense;
+ document.getElementById('val-net').textContent = orig.net;
+ document.getElementById('val-savings').textContent = orig.savings;
+ // restore original color classes
+ document.getElementById('val-net').className = 'stat-value {% if net_cash_flow >= 0 %}text-income{% else %}text-expense{% endif %}';
+ document.getElementById('val-savings').className = 'stat-value {% if savings_rate >= 20 %}text-income{% elif savings_rate > 0 %}text-invest{% else %}text-expense{% endif %}';
+ }
+
+ btn.addEventListener('click', function () {
+ if (reconciled) {
+ // Toggle back to original
+ restoreOriginal();
+ notice.style.display = 'none';
+ btn.innerHTML = '
Reconcile';
+ btn.classList.remove('btn-primary');
+ btn.classList.add('btn-outline-secondary');
+ reconciled = false;
+ return;
+ }
+
+ btn.disabled = true;
+ btn.innerHTML = '
Calculating…';
+
+ const params = new URLSearchParams({ period: '{{ period }}' });
+ {% if period == 'custom' %}
+ params.set('date_from', '{{ date_from.strftime("%Y-%m-%d") }}');
+ params.set('date_to', '{{ date_to.strftime("%Y-%m-%d") }}');
+ {% endif %}
+
+ fetch('/api/reconcile?' + params)
+ .then(r => r.json())
+ .then(data => {
+ applyValues(data);
+
+ const excl_i = fmtCurrency(data.excluded_income);
+ const excl_e = fmtCurrency(data.excluded_expense);
+ const cats = data.transfer_categories.length
+ ? data.transfer_categories.join(', ')
+ : 'none found';
+
+ if (data.excluded_income === 0 && data.excluded_expense === 0) {
+ noticeText.textContent = 'No internal transfers found for this period (' + cats + ')';
+ } else {
+ noticeText.textContent = 'Excluding transfers — income −' + excl_i + ', expenses −' + excl_e + ' (' + cats + ')';
+ }
+ notice.style.display = '';
+ btn.innerHTML = '
Original';
+ btn.classList.remove('btn-outline-secondary');
+ btn.classList.add('btn-primary');
+ btn.disabled = false;
+ reconciled = true;
+ })
+ .catch(err => {
+ btn.innerHTML = '
Reconcile';
+ btn.disabled = false;
+ alert('Reconcile failed: ' + err);
+ });
+ });
+})();
+
function toggleFxChart(){
const wrap = document.getElementById('fxChartWrap');
wrap.style.display = wrap.style.display === 'none' ? 'block' : 'none';