Commit Graph

8 Commits

Author SHA1 Message Date
Kavi bdda30afa1 Add 2019-2024 backfill ledger (separate) + ?ledger= dashboard param
- parsers/parse_backfill.py: decrypts staging tree, parses Santander /
  Banco de Chile / Tenpo / BancoEstado / CopecPay into a SEPARATE
  web/ledger-backfill.json (2363 txns, 2018-01 to 2024-12, 480 statements)
- web/engine.js: dashboard now honors ?ledger=<file>.json so the backfill
  can be reviewed via dashboard.html?ledger=ledger-backfill.json without
  touching the live ledger.json
- .gitignore: exclude documents/ (decrypted bank PDFs must never be committed)
2026-06-02 07:32:21 -04:00
Kavi 6d09b0673d Show raw descriptions everywhere (match PDF exactly)
Remove cleanDesc() stripping in breakdown accordion, top merchants,
tooltip rows, and Ledger table — descriptions now show verbatim as they
appear in the source PDF so any transaction can be cross-referenced.
2026-06-02 04:31:42 -04:00
Kavi b266542591 Reclassify self-named transactions (VICENTETIRAD) as self_transfer 2026-06-02 04:28:09 -04:00
Kavi fae5af446f Reclassify debt transfers and MACH/Servipag card payments as internal
Debt repayments (TRASPASO A/DE DEUDA, TRASPASO POR CIERRE DE CUENTA) are
payments against an international credit card — the purchases already
happened on that card, only fees/interest are new costs. Reclassify from
expense → card_payment (internal) so they show in Cycles, not Spending.

Same for MACH Comercios→Servipag and PAGO EN SERVIPAG.COM* which are
Rappi card payments routed through Servipag, not utility bills.
2026-06-02 04:23:43 -04:00
Kavi 948736c79a Add category/merchant breakdown accordion to Spending tab 2026-06-02 04:15:18 -04:00
Kavi a2cb7d3700 Import Claude Design dashboard: 12-tab finance terminal
Full handoff from claude.ai/design bundle (4ESEfttPcJJzpoqjJxZozQ):
- dashboard.html: 12-tab shell (Overview, Spending, Income, People,
  Cards, Cycles, Balances, Rhythm, Platforms, Banks, Ledger, Quality)
- engine.js: data normalisation, categorisation, Sankey graph builder
- charts.js: reusable SVG primitives (bars, donuts, heatmaps, multiline)
- dashboard.js + dashboard2.js: all tab renderers
- styles.css + dashboard.css: Space Grotesk / IBM Plex Mono dark terminal
- sankey-view.js + orbit-view.js: Sankey and radial cycle views
- money-trace.html: Sankey / Orbit visualisation shell
- tweaks-panel.jsx: React palette/glow tweaks panel
2026-06-02 03:39:20 -04:00
Kavi 97ca5d6c10 Redesign dashboard: sidebar nav, donut chart, card feed layout 2026-06-02 02:12:34 -04:00
Kavi 822a9b5907 Add dashboard.html and static file serving to server
- web/dashboard.html: overview dashboard with KPI cards, type breakdown
  bars, entity list with accounts, movements table with filters, and a
  slide-in origin/destination tree panel for any movement
- src/server.js: serve web/ as static files (GET /), add CORS headers
  so the dashboard works from file:// too; default route is dashboard.html
2026-06-01 22:38:51 -04:00