nngo/Personal-Finance-Management
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

05/31 Phase 2

Browse Source
This commit is contained in:
nngo
2026-05-31 11:17:53 -04:00
parent 1c34dcbd28
commit 9f2a0acc38
18 changed files with 1817 additions and 391 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/templates/base.html
+179 -381
View File
@@ -1,471 +1,269 @@
<!DOCTYPE html>
<html lang="en" data-bs-theme="light">
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>{% block title %}PFM{% endblock %} — Personal Finance</title>
<!-- Bootstrap 5 -->
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css" rel="stylesheet">
<!-- Bootstrap Icons -->
<link href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.11.3/font/bootstrap-icons.min.css" rel="stylesheet">
<!-- Google Fonts -->
<link href="https://fonts.googleapis.com/css2?family=DM+Sans:wght@300;400;500;600&family=DM+Mono:wght@400;500&display=swap" rel="stylesheet">
<link href="https://fonts.googleapis.com/css2?family=DM+Sans:ital,wght@0,300;0,400;0,500;0,600;1,400&family=DM+Mono:wght@400;500&display=swap" rel="stylesheet">
<style>
:root {
--sidebar-width: 240px;
--sidebar-collapsed-width: 64px;
--sidebar-col-width: 64px;
--sidebar-bg: #0f172a;
--sidebar-text: #94a3b8;
--sidebar-text-active: #f1f5f9;
--sidebar-hover-bg: #1e293b;
--sidebar-active-bg: #1e3a5f;
--sidebar-accent: #3b82f6;
--topbar-height: 56px;
--body-bg: #f8fafc;
--sidebar-hover: #1e293b;
--sidebar-active: #1e3a5f;
--accent: #3b82f6;
--topbar-h: 56px;
--body-bg: #f1f5f9;
--card-bg: #ffffff;
--text-primary: #0f172a;
--text-muted: #64748b;
--border-color: #e2e8f0;
--income-color: #10b981;
--expense-color: #ef4444;
--investment-color: #3b82f6;
--transition: all 0.22s cubic-bezier(0.4, 0, 0.2, 1);
--text: #0f172a;
--muted: #64748b;
--border: #e2e8f0;
--income: #10b981;
--expense: #ef4444;
--invest: #3b82f6;
--trans: all 0.2s cubic-bezier(.4,0,.2,1);
}
*, *::before, *::after { box-sizing: border-box; }
body { font-family: 'DM Sans', sans-serif; background: var(--body-bg); color: var(--text); margin: 0; overflow-x: hidden; font-size: 14px; }
* { box-sizing: border-box; }
body {
font-family: 'DM Sans', sans-serif;
background: var(--body-bg);
color: var(--text-primary);
margin: 0;
overflow-x: hidden;
}
/* ── SIDEBAR ──────────────────────────────── */
/* SIDEBAR */
#sidebar {
position: fixed;
top: 0;
left: 0;
height: 100vh;
width: var(--sidebar-width);
background: var(--sidebar-bg);
display: flex;
flex-direction: column;
z-index: 1040;
transition: var(--transition);
overflow: hidden;
position: fixed; top: 0; left: 0; height: 100vh;
width: var(--sidebar-width); background: var(--sidebar-bg);
display: flex; flex-direction: column; z-index: 1040;
transition: var(--trans); overflow: hidden;
}
#sidebar.collapsed { width: var(--sidebar-col-width); }
#sidebar.collapsed {
width: var(--sidebar-collapsed-width);
.sb-brand {
display: flex; align-items: center; gap: 10px;
padding: 0 16px; height: var(--topbar-h);
border-bottom: 1px solid #1e293b; flex-shrink: 0; overflow: hidden;
}
.sidebar-brand {
display: flex;
align-items: center;
gap: 10px;
padding: 0 16px;
height: var(--topbar-height);
border-bottom: 1px solid #1e293b;
white-space: nowrap;
overflow: hidden;
flex-shrink: 0;
.sb-brand .b-icon {
width: 32px; height: 32px; background: var(--accent);
border-radius: 8px; display: flex; align-items: center;
justify-content: center; flex-shrink: 0; color: #fff; font-size: 16px;
}
.sb-brand .b-text { font-size: 15px; font-weight: 600; color: var(--sidebar-text-active); white-space: nowrap; transition: var(--trans); }
#sidebar.collapsed .b-text { opacity: 0; width: 0; }
.sidebar-brand .brand-icon {
width: 32px;
height: 32px;
background: var(--sidebar-accent);
border-radius: 8px;
display: flex;
align-items: center;
justify-content: center;
flex-shrink: 0;
font-size: 16px;
color: #fff;
.sb-nav { flex: 1; overflow-y: auto; overflow-x: hidden; padding: 6px 0; scrollbar-width: none; }
.sb-nav::-webkit-scrollbar { display: none; }
.sb-section {
font-size: 10px; font-weight: 600; letter-spacing: .1em;
text-transform: uppercase; color: #475569;
padding: 14px 20px 4px; white-space: nowrap; transition: var(--trans);
}
#sidebar.collapsed .sb-section { opacity: 0; }
.sidebar-brand .brand-text {
font-size: 15px;
font-weight: 600;
color: var(--sidebar-text-active);
letter-spacing: 0.02em;
transition: var(--transition);
opacity: 1;
.sb-link {
display: flex; align-items: center; gap: 12px;
padding: 9px 16px; color: var(--sidebar-text);
text-decoration: none; font-size: 13.5px;
border-radius: 6px; margin: 1px 8px;
white-space: nowrap; overflow: hidden; transition: var(--trans); position: relative;
}
#sidebar.collapsed .brand-text { opacity: 0; width: 0; }
.sidebar-nav {
flex: 1;
overflow-y: auto;
overflow-x: hidden;
padding: 8px 0;
scrollbar-width: none;
.sb-link:hover { background: var(--sidebar-hover); color: var(--sidebar-text-active); }
.sb-link.active { background: var(--sidebar-active); color: var(--sidebar-text-active); font-weight: 500; }
.sb-link.active::before {
content: ''; position: absolute; left: 0; top: 50%; transform: translateY(-50%);
width: 3px; height: 60%; background: var(--accent); border-radius: 0 2px 2px 0;
}
.sidebar-nav::-webkit-scrollbar { display: none; }
.sb-link i { font-size: 16px; flex-shrink: 0; width: 20px; text-align: center; }
.sb-link .lt { transition: var(--trans); }
#sidebar.collapsed .sb-link .lt { opacity: 0; width: 0; overflow: hidden; }
.nav-section-label {
font-size: 10px;
font-weight: 600;
letter-spacing: 0.1em;
text-transform: uppercase;
color: #475569;
padding: 16px 20px 4px;
white-space: nowrap;
transition: var(--transition);
}
#sidebar.collapsed .nav-section-label { opacity: 0; }
.sb-footer { padding: 8px; border-top: 1px solid #1e293b; flex-shrink: 0; }
.sidebar-link {
display: flex;
align-items: center;
gap: 12px;
padding: 9px 16px;
color: var(--sidebar-text);
text-decoration: none;
font-size: 13.5px;
font-weight: 400;
border-radius: 6px;
margin: 1px 8px;
white-space: nowrap;
overflow: hidden;
transition: var(--transition);
position: relative;
}
.sidebar-link:hover {
background: var(--sidebar-hover-bg);
color: var(--sidebar-text-active);
}
.sidebar-link.active {
background: var(--sidebar-active-bg);
color: var(--sidebar-text-active);
font-weight: 500;
}
.sidebar-link.active::before {
content: '';
position: absolute;
left: 0;
top: 50%;
transform: translateY(-50%);
width: 3px;
height: 60%;
background: var(--sidebar-accent);
border-radius: 0 2px 2px 0;
}
.sidebar-link i {
font-size: 16px;
flex-shrink: 0;
width: 20px;
text-align: center;
}
.sidebar-link .link-text {
opacity: 1;
transition: var(--transition);
}
#sidebar.collapsed .link-text { opacity: 0; width: 0; overflow: hidden; }
.sidebar-footer {
padding: 8px;
border-top: 1px solid #1e293b;
flex-shrink: 0;
}
/* ── TOPBAR ───────────────────────────────── */
/* TOPBAR */
#topbar {
position: fixed;
top: 0;
left: var(--sidebar-width);
right: 0;
height: var(--topbar-height);
background: var(--card-bg);
border-bottom: 1px solid var(--border-color);
display: flex;
align-items: center;
padding: 0 20px;
z-index: 1030;
gap: 12px;
transition: var(--transition);
position: fixed; top: 0; right: 0;
left: var(--sidebar-width); height: var(--topbar-h);
background: var(--card-bg); border-bottom: 1px solid var(--border);
display: flex; align-items: center; padding: 0 20px;
z-index: 1030; gap: 12px; transition: var(--trans);
}
#sidebar.collapsed ~ #topbar { left: var(--sidebar-col-width); }
#sidebar.collapsed ~ #topbar,
#sidebar.collapsed ~ * #topbar {
left: var(--sidebar-collapsed-width);
.tb-toggle {
background: none; border: none; color: var(--muted);
font-size: 18px; cursor: pointer; padding: 4px 6px;
border-radius: 6px; line-height: 1; transition: var(--trans);
}
.tb-toggle:hover { background: var(--border); color: var(--text); }
.tb-title { font-size: 15px; font-weight: 600; flex: 1; }
.tb-right { display: flex; align-items: center; gap: 8px; }
.topbar-toggle {
background: none;
border: none;
color: var(--text-muted);
font-size: 18px;
cursor: pointer;
padding: 4px 6px;
border-radius: 6px;
line-height: 1;
transition: var(--transition);
}
.topbar-toggle:hover { background: var(--border-color); color: var(--text-primary); }
.topbar-title {
font-size: 15px;
font-weight: 600;
color: var(--text-primary);
flex: 1;
}
.topbar-right {
display: flex;
align-items: center;
gap: 8px;
}
/* ── MAIN CONTENT ─────────────────────────── */
#main-content {
/* MAIN */
#main {
margin-left: var(--sidebar-width);
margin-top: var(--topbar-height);
margin-top: var(--topbar-h);
padding: 24px;
min-height: calc(100vh - var(--topbar-height));
transition: var(--transition);
min-height: calc(100vh - var(--topbar-h));
transition: var(--trans);
}
#sidebar.collapsed ~ #main { margin-left: var(--sidebar-col-width); }
/* CARDS */
.pcard { background: var(--card-bg); border: 1px solid var(--border); border-radius: 12px; padding: 20px; }
.pcard-sm { padding: 16px; }
.pcard-title { font-size: 11px; font-weight: 600; text-transform: uppercase; letter-spacing: .07em; color: var(--muted); margin-bottom: 6px; }
/* STAT CARDS */
.stat-card { background: var(--card-bg); border: 1px solid var(--border); border-radius: 12px; padding: 18px 20px; }
.stat-card .stat-label { font-size: 11px; font-weight: 600; text-transform: uppercase; letter-spacing: .07em; color: var(--muted); }
.stat-card .stat-value { font-size: 24px; font-weight: 600; line-height: 1.2; margin-top: 4px; font-family: 'DM Mono', monospace; }
.stat-card .stat-icon { width: 40px; height: 40px; border-radius: 10px; display: flex; align-items: center; justify-content: center; font-size: 18px; }
/* FLASH */
.flash-wrap {
position: fixed; top: calc(var(--topbar-h) + 12px); right: 16px;
z-index: 2000; display: flex; flex-direction: column; gap: 8px; max-width: 360px;
}
#sidebar.collapsed ~ #main-content {
margin-left: var(--sidebar-collapsed-width);
}
/* ── CARDS ────────────────────────────────── */
.pfm-card {
background: var(--card-bg);
border: 1px solid var(--border-color);
border-radius: 12px;
padding: 20px;
box-shadow: 0 1px 3px rgba(0,0,0,0.04);
}
.pfm-card-title {
font-size: 13px;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.06em;
color: var(--text-muted);
margin-bottom: 8px;
}
/* ── FLASH MESSAGES ───────────────────────── */
.flash-container {
position: fixed;
top: calc(var(--topbar-height) + 12px);
right: 16px;
z-index: 2000;
display: flex;
flex-direction: column;
gap: 8px;
max-width: 360px;
}
/* ── RESPONSIVE ───────────────────────────── */
@media (max-width: 768px) {
#sidebar {
transform: translateX(-100%);
width: var(--sidebar-width) !important;
}
#sidebar.mobile-open {
transform: translateX(0);
}
#topbar {
left: 0 !important;
}
#main-content {
margin-left: 0 !important;
}
.sidebar-overlay {
display: block;
}
}
.sidebar-overlay {
display: none;
position: fixed;
inset: 0;
background: rgba(0,0,0,0.4);
z-index: 1039;
}
.sidebar-overlay.active { display: block; }
/* ── UTILITIES ────────────────────────────── */
.text-income { color: var(--income-color) !important; }
.text-expense { color: var(--expense-color) !important; }
.text-invest { color: var(--investment-color) !important; }
/* BADGES */
.badge-income { background: #d1fae5; color: #065f46; }
.badge-expense { background: #fee2e2; color: #991b1b; }
.badge-transfer { background: #dbeafe; color: #1e40af; }
code, .mono { font-family: 'DM Mono', monospace; }
/* UTILITIES */
.text-income { color: var(--income) !important; }
.text-expense { color: var(--expense) !important; }
.text-invest { color: var(--invest) !important; }
.mono { font-family: 'DM Mono', monospace; }
/* TABLE */
.pfm-table { width: 100%; border-collapse: collapse; }
.pfm-table th { font-size: 11px; font-weight: 600; text-transform: uppercase; letter-spacing: .07em; color: var(--muted); padding: 10px 12px; border-bottom: 1px solid var(--border); white-space: nowrap; }
.pfm-table td { padding: 10px 12px; border-bottom: 1px solid var(--border); vertical-align: middle; }
.pfm-table tbody tr:hover { background: #f8fafc; }
.pfm-table tbody tr:last-child td { border-bottom: none; }
/* RESPONSIVE */
@media (max-width: 768px) {
#sidebar { transform: translateX(-100%); width: var(--sidebar-width) !important; }
#sidebar.mob-open { transform: translateX(0); }
#topbar, #sidebar.collapsed ~ #topbar { left: 0 !important; }
#main, #sidebar.collapsed ~ #main { margin-left: 0 !important; }
}
.sb-overlay { display: none; position: fixed; inset: 0; background: rgba(0,0,0,.4); z-index: 1039; }
.sb-overlay.on { display: block; }
{% block extra_css %}{% endblock %}
</style>
</head>
<body>
<!-- Sidebar overlay (mobile) -->
<div class="sidebar-overlay" id="sidebarOverlay"></div>
<div class="sb-overlay" id="sbOverlay"></div>
<!-- ── SIDEBAR ────────────────────────────────────── -->
<!-- SIDEBAR -->
<nav id="sidebar">
<div class="sidebar-brand">
<div class="brand-icon"><i class="bi bi-currency-exchange"></i></div>
<span class="brand-text">PFM</span>
<div class="sb-brand">
<div class="b-icon"><i class="bi bi-currency-exchange"></i></div>
<span class="b-text">PFM</span>
</div>
<div class="sidebar-nav">
<a href="{{ url_for('dashboard.index') }}"
class="sidebar-link {% if request.endpoint == 'dashboard.index' %}active{% endif %}">
<i class="bi bi-grid-1x2"></i>
<span class="link-text">Dashboard</span>
<div class="sb-nav">
<a href="{{ url_for('dashboard.index') }}" class="sb-link {% if request.endpoint == 'dashboard.index' %}active{% endif %}">
<i class="bi bi-grid-1x2"></i><span class="lt">Dashboard</span>
</a>
<div class="nav-section-label">Money</div>
<a href="#" class="sidebar-link {% if 'transactions' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-arrow-left-right"></i>
<span class="link-text">Transactions</span>
<div class="sb-section">Money</div>
<a href="{{ url_for('transactions.index') }}" class="sb-link {% if request.blueprint == 'transactions' %}active{% endif %}">
<i class="bi bi-arrow-left-right"></i><span class="lt">Transactions</span>
</a>
<a href="#" class="sidebar-link {% if 'income' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-arrow-down-circle"></i>
<span class="link-text">Income</span>
<a href="{{ url_for('transactions.new', type='income') }}" class="sb-link">
<i class="bi bi-arrow-down-circle"></i><span class="lt">Add Income</span>
</a>
<a href="#" class="sidebar-link {% if 'expenses' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-arrow-up-circle"></i>
<span class="link-text">Expenses</span>
<a href="{{ url_for('transactions.new', type='expense') }}" class="sb-link">
<i class="bi bi-arrow-up-circle"></i><span class="lt">Add Expense</span>
</a>
<a href="#" class="sidebar-link {% if 'accounts' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-wallet2"></i>
<span class="link-text">Accounts</span>
<a href="{{ url_for('accounts.index') }}" class="sb-link {% if request.blueprint == 'accounts' %}active{% endif %}">
<i class="bi bi-wallet2"></i><span class="lt">Accounts</span>
</a>
<div class="nav-section-label">Planning</div>
<a href="#" class="sidebar-link {% if 'budgets' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-pie-chart"></i>
<span class="link-text">Budgets</span>
<div class="sb-section">Planning</div>
<a href="#" class="sb-link">
<i class="bi bi-pie-chart"></i><span class="lt">Budgets</span>
</a>
<a href="#" class="sidebar-link {% if 'goals' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-bullseye"></i>
<span class="link-text">Goals</span>
<a href="#" class="sb-link">
<i class="bi bi-bullseye"></i><span class="lt">Goals</span>
</a>
<div class="nav-section-label">Growth</div>
<a href="#" class="sidebar-link {% if 'investments' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-graph-up-arrow"></i>
<span class="link-text">Investments</span>
<div class="sb-section">Growth</div>
<a href="#" class="sb-link">
<i class="bi bi-graph-up-arrow"></i><span class="lt">Investments</span>
</a>
<a href="#" class="sidebar-link {% if 'reports' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-file-earmark-bar-graph"></i>
<span class="link-text">Reports</span>
<a href="#" class="sb-link">
<i class="bi bi-file-earmark-bar-graph"></i><span class="lt">Reports</span>
</a>
<div class="nav-section-label">AI</div>
<a href="#" class="sidebar-link {% if 'ai' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-stars"></i>
<span class="link-text">AI Assistant</span>
<div class="sb-section">AI</div>
<a href="#" class="sb-link">
<i class="bi bi-stars"></i><span class="lt">AI Assistant</span>
</a>
</div>
<div class="sidebar-footer">
<a href="{{ url_for('settings.index') if 'settings' in request.blueprints else '#' }}"
class="sidebar-link {% if 'settings' in request.endpoint|default('') %}active{% endif %}">
<i class="bi bi-gear"></i>
<span class="link-text">Settings</span>
<div class="sb-footer">
<a href="{{ url_for('categories.index') }}" class="sb-link {% if request.blueprint == 'categories' %}active{% endif %}">
<i class="bi bi-tags"></i><span class="lt">Categories</span>
</a>
<a href="{{ url_for('auth.logout') }}" class="sidebar-link">
<i class="bi bi-box-arrow-right"></i>
<span class="link-text">Logout</span>
<a href="#" class="sb-link">
<i class="bi bi-gear"></i><span class="lt">Settings</span>
</a>
<a href="{{ url_for('auth.logout') }}" class="sb-link">
<i class="bi bi-box-arrow-right"></i><span class="lt">Logout</span>
</a>
</div>
</nav>
<!-- ── TOPBAR ──────────────────────────────────────── -->
<!-- TOPBAR -->
<header id="topbar">
<button class="topbar-toggle" id="sidebarToggle" title="Toggle sidebar">
<i class="bi bi-list"></i>
</button>
<span class="topbar-title">{% block page_title %}{% endblock %}</span>
<div class="topbar-right">
<span class="d-none d-sm-inline small text-muted mono">
{{ current_user.display_name or current_user.username }}
</span>
<button class="tb-toggle" id="sbToggle"><i class="bi bi-list"></i></button>
<span class="tb-title">{% block page_title %}{% endblock %}</span>
<div class="tb-right">
{% block topbar_actions %}{% endblock %}
<span class="d-none d-sm-inline small text-muted mono">{{ current_user.display_name or current_user.username }}</span>
</div>
</header>
<!-- ── FLASH MESSAGES ─────────────────────────────── -->
<div class="flash-container" id="flashContainer">
<!-- FLASH -->
<div class="flash-wrap">
{% with messages = get_flashed_messages(with_categories=true) %}
{% for category, message in messages %}
<div class="alert alert-{{ 'danger' if category == 'error' else category }} alert-dismissible fade show shadow-sm mb-0 py-2 px-3"
style="font-size:13.5px; border-radius:8px;" role="alert">
{{ message }}
<button type="button" class="btn-close btn-close-sm" data-bs-dismiss="alert"></button>
{% for cat, msg in messages %}
<div class="alert alert-{{ 'danger' if cat == 'error' else cat }} alert-dismissible fade show shadow-sm mb-0 py-2 px-3" style="font-size:13px;border-radius:8px;" role="alert">
{{ msg }}<button type="button" class="btn-close" style="padding:.4rem;" data-bs-dismiss="alert"></button>
</div>
{% endfor %}
{% endwith %}
</div>
<!-- ── MAIN CONTENT ───────────────────────────────── -->
<main id="main-content">
{% block content %}{% endblock %}
</main>
<!-- MAIN -->
<main id="main">{% block content %}{% endblock %}</main>
<!-- Bootstrap JS -->
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/js/bootstrap.bundle.min.js"></script>
<script>
(function () {
const sidebar = document.getElementById('sidebar');
const toggleBtn = document.getElementById('sidebarToggle');
const overlay = document.getElementById('sidebarOverlay');
const STORAGE_KEY = 'pfm_sidebar_collapsed';
const isMobile = () => window.innerWidth < 769;
// Restore desktop collapsed state
if (!isMobile() && localStorage.getItem(STORAGE_KEY) === '1') {
sidebar.classList.add('collapsed');
}
function toggleSidebar() {
if (isMobile()) {
sidebar.classList.toggle('mobile-open');
overlay.classList.toggle('active');
} else {
sidebar.classList.toggle('collapsed');
localStorage.setItem(STORAGE_KEY, sidebar.classList.contains('collapsed') ? '1' : '0');
}
}
toggleBtn.addEventListener('click', toggleSidebar);
overlay.addEventListener('click', function () {
sidebar.classList.remove('mobile-open');
overlay.classList.remove('active');
(function(){
const sb = document.getElementById('sidebar');
const overlay = document.getElementById('sbOverlay');
const KEY = 'pfm_sb';
const mob = () => window.innerWidth < 769;
if (!mob() && localStorage.getItem(KEY)==='1') sb.classList.add('collapsed');
document.getElementById('sbToggle').addEventListener('click', function(){
if (mob()) { sb.classList.toggle('mob-open'); overlay.classList.toggle('on'); }
else { sb.classList.toggle('collapsed'); localStorage.setItem(KEY, sb.classList.contains('collapsed')?'1':'0'); }
});
// Auto-dismiss flash messages after 4s
document.querySelectorAll('#flashContainer .alert').forEach(function (el) {
setTimeout(function () {
const bsAlert = bootstrap.Alert.getOrCreateInstance(el);
bsAlert.close();
}, 4000);
overlay.addEventListener('click', function(){ sb.classList.remove('mob-open'); overlay.classList.remove('on'); });
document.querySelectorAll('.flash-wrap .alert').forEach(function(el){
setTimeout(function(){ bootstrap.Alert.getOrCreateInstance(el).close(); }, 4500);
});
})();
</script>
{% block extra_js %}{% endblock %}
</body>
</html>