Accounts tab and page: savings and mortgage balances kept separate from spending and the budget

Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>

app.py

@@ -71,7 +71,7 @@ def state():
     return dict(coverage=coverage(res["statements"] + L.archived_statements()), skipped=[dict(file=f, why=w) for f, w in res["skipped"]],
                 duplicates=[dict(file=a, same_as=b) for a, b in res["dups"]],
                 bad=[dict(file=f, parsed=p, stated=s) for f, p, s, ok in res["checks"] if not ok],
-                already=res["already"], new=rows, archivable=(0 if new else len([x for x in res["statements"] if x.file not in res["bad"]])), summary=sm, statements=len(res["statements"]),
+                already=res["already"], new=rows, accounts_new=len(res["snaps"]), archivable=(0 if (new or res["snaps"]) else len([x for x in res["statements"] if x.file not in res["bad"]])), summary=sm, statements=len(res["statements"]),
                 excel_open=(DATA / "~$Bills_Tracker.xlsx").exists() or (DATA / ".~lock.Bills_Tracker.xlsx#").exists(),
                 backups=sorted(p.name for p in L.BACKUPS.glob("*.xlsx"))[-5:] if L.BACKUPS.exists() else [])
 
@@ -151,6 +151,21 @@ class H(BaseHTTPRequestHandler):
                     if not L.WORKBOOK.exists(): return self._send(200, {"setup": True})
                     return self._send(200, B.compute(workbook_data(), month))
                 except Exception as e: return self._send(500, {"error": str(e)})
+        if u.path == "/accounts":
+            f = HERE / "app_accounts.html"
+            return self._send(200, f.read_bytes().replace(b"__TOKEN__", TOKEN.encode()) if f.exists() else b"app_accounts.html missing", "text/html; charset=utf-8")
+        if u.path == "/api/accounts":
+            with LOCK:
+                try:
+                    if not L.WORKBOOK.exists(): return self._send(200, {"setup": True, "rows": []})
+                    from openpyxl import load_workbook
+                    wb = load_workbook(L.WORKBOOK, read_only=True, data_only=True)
+                    try: rows = L.account_rows(wb)
+                    finally: wb.close()
+                    for r in rows:
+                        for k in ("date", "due"): r[k] = r[k].isoformat() if r[k] else None
+                    return self._send(200, {"rows": rows})
+                except Exception as e: return self._send(500, {"error": str(e)})
         if u.path == "/api/budget_history":
             with LOCK:
                 try:
@@ -197,12 +212,13 @@ class H(BaseHTTPRequestHandler):
             if u.path == "/api/import":
                 with LOCK:
                     res = L.run_preview(DATA)
-                    if not res["new"]: return self._send(200, {"message": "Nothing new to import."})
-                    out = L.apply(res["new"])
+                    if not res["new"] and not res["snaps"]: return self._send(200, {"message": "Nothing new to import."})
+                    out = L.apply(res["new"], snaps=res["snaps"])
                     try: filed = L.archive_statements()["moved"]
                     except Exception: filed = 0
                 tail = f" Filed {filed} statement(s) into Statements/year/month." if filed else ""
-                return self._send(200, {"message": f"Added {out['log_rows']} rows to the Bill Log and {out['excluded_rows']} to Excluded Transfers.{tail}",
+                acc = f" Recorded {out['accounts']} savings/loan balance(s) on the Accounts tab." if out["accounts"] else ""
+                return self._send(200, {"message": f"Added {out['log_rows']} rows to the Bill Log and {out['excluded_rows']} to Excluded Transfers.{acc}{tail}",
                                         "backup": Path(out["backup"]).name, "new_payees": out["new_payees"]})
             if u.path == "/api/archive":
                 try: