{% extends "base.html" %}
{% block title %}Import mutual funds · Networthy HQ{% endblock %}
{% block content %}

<nav class="crumbs" aria-label="Breadcrumb">
  <a href="/networth">Net worth</a><span class="crumb-sep">/</span>
  <span class="crumb-current">Import mutual funds</span>
</nav>

<section class="nw-page-head">
  <h1>Import mutual funds</h1>
  <p class="muted">
    A consolidated statement lists every mutual-fund folio across all AMCs. Request one,
    it arrives by email as a password-protected PDF, and you upload it here. That fills
    your <strong>Mutual Funds</strong> page — with gold and silver funds routed to
    <strong>Gold &amp; Silver</strong> — with scheme, units, NAV and current value.
  </p>
</section>

{% if result %}
<section class="card">
  <div class="results" style="margin-top:0;border-top:none;padding-top:0;">
    <h2>Imported</h2>
    <ul class="result-list">
      <li class="ok">
        <span class="r-icon" aria-hidden="true">✓</span>
        <span class="r-body">
          <span class="r-file">
            {{ result.count }} holding{{ '' if result.count == 1 else 's' }}
            · ₹{{ "{:,.0f}".format(result.total) }}
            {% if result.as_of %}· as of {{ result.as_of }}{% endif %}
          </span>
          <span class="r-msg">
            {{ result.mutual_funds }} mutual fund{{ '' if result.mutual_funds == 1 else 's' }}
            {% if result.precious %}· {{ result.precious }} gold/silver fund{{ '' if result.precious == 1 else 's' }}{% endif %}
          </span>
        </span>
      </li>
    </ul>
    <a href="/networth/assets/financial-assets/mutual-funds" class="btn">View Mutual Funds →</a>
    {% if result.precious %}
    <a href="/networth/assets/financial-assets/gold-silver" class="btn" style="margin-left:8px;">View Gold &amp; Silver →</a>
    {% endif %}
  </div>
</section>
{% endif %}

<section class="card cams-step">
  <h2>1 · Request your statement</h2>
  <p class="muted cams-lead">
    Either site works — both mail the same consolidated statement covering CAMS and
    KFintech-serviced funds. Use whichever you can sign in to.
  </p>

  <div class="cams-routes">
    <a class="btn" href="{{ mfcentral_page }}" target="_blank" rel="noopener">Open MF Central ↗</a>
    <a class="btn btn-outline" href="{{ cams_page }}" target="_blank" rel="noopener">Open CAMS ↗</a>
  </div>

  <ol class="steps cams-steps">
    <li>
      Open <strong>MF Central</strong> (Statements → Consolidated Account Statement) or
      <strong>CAMS</strong> (Statements → CAS – CAMS + KFintech).
    </li>
    <li>
      Enter the <strong>email registered with your folios</strong>. The PDF is mailed
      only to that address, so it has to be the registered one.
    </li>
    <li>
      Choose <strong>Summary</strong> — balances and valuation is all we need.
      Detailed works too, it's just longer. Leave the <em>as-on</em> date as today.
    </li>
    <li>
      Set the <strong>password to your PAN in capitals</strong> (e.g. ABCDE1234F), in both
      the password and confirm boxes. This is the one step worth double-checking — the
      upload below assumes it.
    </li>
    <li>
      Submit, and complete the <strong>OTP</strong> if asked. The PDF usually arrives
      within a few minutes; sometimes it takes an hour. Then come back and upload it.
    </li>
  </ol>
</section>

<section class="card cams-step">
  <h2>2 · Upload the PDF</h2>

  {% if error %}
  <div class="alert">{{ error }}</div>
  {% endif %}

  <form method="post" action="/networth/import/cams" enctype="multipart/form-data">
    <label>
      The statement PDF
      <input type="file" name="file" accept="application/pdf" required />
    </label>
    <label>
      PDF password
      <input type="password" name="password" value="{{ settings.pan }}"
             placeholder="your PAN, in capitals" />
    </label>
    <button class="btn btn-lg" type="submit">Import</button>
  </form>
  <p class="auth-sub muted cams-note">
    {% if settings.pan %}Pre-filled with your saved PAN.{% endif %}
    The password decrypts the PDF in memory — the file itself is never stored, and a new
    import replaces the previous one.
  </p>
</section>

{# The CSV route is generic and has always handled funds — an INF ISIN classifies
   as a mutual fund, a gold fund still routes to Gold & Silver. It was only ever
   linked from the CAS page, which is not where anyone goes looking to import
   funds. #}
<section class="card">
  <h2>Or import a CSV instead</h2>
  <p class="muted">
    If the statement won't arrive, won't open, or won't parse, any spreadsheet of your
    funds works just as well — an export from your broker, from MF Central, or a sheet you
    keep yourself. You confirm which column is which, so the format doesn't have to be one
    we've seen before.
  </p>
  <p class="muted">
    A CSV import and a CAMS statement sit side by side: a fund in both is matched on ISIN
    and counted once, with the CAMS figure winning because it's the registrar's own record.
  </p>
  <a class="btn btn-outline" href="/import/csv">Import funds from a CSV →</a>
</section>

<section class="card cams-step cams-pan">
  <h2>Save your PAN (optional)</h2>
  <p class="muted cams-lead">
    Only so the password above is filled in next time. Stored on this server, used for
    nothing else, and never sent anywhere.
  </p>
  <form method="post" action="/networth/settings/cams" class="cams-pan-form">
    <input name="pan" value="{{ settings.pan }}" placeholder="ABCDE1234F"
           maxlength="10" aria-label="PAN" style="text-transform:uppercase;" />
    <button class="btn" type="submit">{{ "Update" if settings.pan else "Save" }}</button>
  </form>
</section>

<p class="muted cams-footnote">
  A consolidated MF statement covers mutual funds only. Direct stocks, bonds and SGBs
  come from your NSDL CAS (via <a href="/upload">Upload CAS</a>).
</p>

{% endblock %}