money/app_page.html

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<title>Statement Loader</title>
<style>
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#help{display:none;margin-top:10px}
</style>
</head>
<body>
<main>
  <div class="row"><h1 style="margin:0">Statement Loader</h1><div class="spacer"></div><a href="/dashboard" style="color:var(--accent);font-weight:600;text-decoration:none">Dashboard →</a></div>
  <div class="sub">Runs only on this Mac. Drop in statements, check what’s covered, then add the new transactions to <b>Bills_Tracker.xlsx</b>. A backup is saved first, every time.</div>

  <div id="alerts"></div>

  <div class="card">
    <h2>1 · Add statements</h2>
    <div id="drop">Drop PDF or CSV statements here, or click to choose files<input id="file" type="file" multiple accept=".pdf,.csv,.xlsx,.json" hidden></div>
    <div class="mute" style="margin-top:8px" id="uploadmsg">Supported: Chase Visa PDF · Ally Bank PDF · CVFCU PDF · Capital One CSV download.
      <a href="#" id="helplink">Adding a different account?</a></div>
    <div id="help" class="mute">Open <code>statement_loader.py</code>, add one line to <code>ACCOUNTS</code> (a name, a word printed on page 1 of its statement, and the day it closes), then ask Claude to write the parser for that bank’s layout. Any file the app can’t read is listed under “Needs attention”.</div>
  </div>

  <div class="card">
    <h2>2 · Coverage</h2>
    <div class="grid" id="coverage"></div>
    <div class="legend" style="margin-top:8px"><span><b style="color:var(--ok)">✓</b> have it</span><span><b style="color:var(--miss)">!</b> missing</span><span>· not yet due / before first statement</span><span>Columns = month the statement closes.</span></div>
  </div>

  <div class="card">
    <div class="row"><h2 style="margin:0">3 · Review &amp; import</h2><div class="spacer"></div>
      <button id="open">Open workbook</button><button id="undo">Undo last import</button><button class="primary" id="import" disabled>Add to workbook</button></div>
    <div id="summary" class="mute" style="margin:10px 0"></div>
    <div class="grid"><table id="preview"></table></div>
  </div>
  <div class="card" id="catcard">
    <div class="row"><h2 style="margin:0">4 · Categorize payees</h2><div class="spacer"></div>
      <button id="auto">Auto-categorize</button><button class="primary" id="savecats" disabled>Save changes</button></div>
    <div id="catsum" class="mute" style="margin:10px 0"></div>
    <div class="grid" style="max-height:420px;overflow:auto"><table id="cattbl"></table></div>
  </div>
</main>
<script>
const TOKEN="__TOKEN__";
const $=s=>document.querySelector(s);
const fmt=n=>(n<0?"-":"")+"$"+Math.abs(n).toLocaleString(undefined,{minimumFractionDigits:2,maximumFractionDigits:2});
const esc=s=>String(s??"").replace(/[&<>"]/g,c=>({"&":"&amp;","<":"&lt;",">":"&gt;",'"':"&quot;"}[c]));
const mon=["Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec"];
async function post(path,body,extra){const r=await fetch(path,{method:"POST",headers:{"X-Token":TOKEN,...(extra||{})},body});const j=await r.json();if(!r.ok)throw new Error(j.error||"Request failed");return j}
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async function refresh(msg){
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  $("#alerts").innerHTML=msg?`<div class="alert good">${msg}</div>`:"";
  $("#coverage").innerHTML="Reading statements…";
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  if(s.error){alertBox("bad",esc(s.error));return}
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  s.bad.forEach(b=>alertBox("bad",`<b>${esc(b.file)}</b>: the transactions I read add up to ${fmt(b.parsed)} but the statement says ${fmt(b.stated)}. It will <b>not</b> be imported until that matches.`));
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  s.duplicates.forEach(b=>alertBox("warn",`<b>${esc(b.file)}</b> is a duplicate of ${esc(b.same_as)}; counted once.`));
  if(s.excel_open)alertBox("warn","Bills_Tracker.xlsx looks open in Excel. Close it before importing so changes aren’t overwritten.");
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  $("#summary").innerHTML=n.length?`<b>${n.length}</b> new transactions found (${s.summary.log} go to the Bill Log, ${s.summary.excluded} are card payments/transfers kept off the spending totals). ${s.already} were already in the workbook.`+(s.summary.new_payees.length?` <span class="pill new">${s.summary.new_payees.length} new payee(s) to categorize</span>`:""):`Nothing new — all ${s.already} transactions in ${s.statements} files are already in the workbook.`;
  $("#preview").innerHTML=n.length?"<tr><th>Date</th><th>Account</th><th>Statement description</th><th>Goes to</th><th>Payee / reason</th><th class='num'>Amount</th></tr>"+n.map(r=>`<tr><td>${r.date}</td><td>${esc(r.account)}</td><td>${esc(r.desc)}</td><td><span class="pill ${r.kind=="log"?"new":"ex"}">${r.kind=="log"?"Bill Log":"Excluded"}</span></td><td>${esc(r.kind=="log"?r.payee:r.reason)}${r.new_payee?' <span class="pill new">new</span>':""}</td><td class="num">${fmt(r.amount)}</td></tr>`).join(""):"";
}
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  await refresh(`${ok} file(s) added.`+(errs.length?" Problems: "+esc(errs.join("; ")):""));
  $("#uploadmsg").innerHTML="Supported: Chase Visa PDF · Ally Bank PDF · CVFCU PDF · Capital One CSV download.";
}
const drop=$("#drop"),inp=$("#file");
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$("#helplink").onclick=e=>{e.preventDefault();$("#help").style.display="block"};
$("#import").onclick=async()=>{
  if(!confirm("Back up the workbook and add these transactions?"))return;
  $("#import").disabled=true;
  try{const j=await post("/api/import","");await refresh(esc(j.message)+" Backup: "+esc(j.backup||"")+(j.new_payees&&j.new_payees.length?". New payees were added to the Lists tab as “Other / Unsorted” — set their categories there.":""))}catch(e){alertBox("bad",esc(e.message))}
};
$("#undo").onclick=async()=>{if(!confirm("Restore the workbook from the most recent backup? This discards the last import."))return;try{const j=await post("/api/undo","");await refresh(esc(j.message))}catch(e){alertBox("bad",esc(e.message))}};
$("#open").onclick=async()=>{try{await post("/api/open","")}catch(e){alertBox("bad",esc(e.message))}};

let CATS=null,EDITS={};
async function loadPayees(){
  const r=await fetch("/api/payees");const j=await r.json();if(j.error){$("#catsum").textContent=j.error;return}
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}
$("#auto").onclick=async()=>{try{const j=await post("/api/autocategorize","");await loadPayees();alertBox("good",esc(j.message))}catch(e){alertBox("bad",esc(e.message))}};
$("#savecats").onclick=async()=>{try{const j=await post("/api/set_categories",JSON.stringify(Object.values(EDITS)));await loadPayees();alertBox("good",esc(j.message))}catch(e){alertBox("bad",esc(e.message))}};
refresh();loadPayees();
</script>
</body>
</html>