{% extends "base.html" %}
{% block title %}{{ account.name }} · Wealth Dashboard{% endblock %}
{% block heading %}{{ account.name }}{% endblock %}
{% block content %}
{% if people %}
<p class="sub" style="margin:-2px 0 18px">
  {% if owners %}{{ _f("Belongs to {names}.", names=owners | map(attribute='name') | join(", ")) }}
  {% else %}{{ _("Belongs to nobody yet, so it shows under Everyone only.") }}{% endif %}
  <a href="{{ url_for('account_edit', account_id=account.id) }}">{{ _("Change") }}</a>
</p>
{% endif %}

{% if account.type == 'loan' %}
{% if loan %}
<div class="flash flash-ok">{{ _f("A loan on its schedule: {balance} still owed, paid off {date}.", balance=money(loan_status.balance, account.currency), date=d(loan_status.payoff)) }}
  <a href="{{ url_for('loan_detail', loan_id=loan.id) }}">{{ _("The loan over time →") }}</a></div>
{% else %}
<div class="card">
  <div class="card-header"><h2>{{ _("This is a loan. Give it its terms") }}</h2>
    <span class="card-subtitle">{{ _("and its balance follows the schedule, with the page a mortgage deserves") }}</span></div>
  <form method="post" action="{{ url_for('account_loan_attach', account_id=account.id) }}" class="form">
    <div class="form inline" style="max-width:none">
      <div><label>{{ _("Principal") }}</label><input name="principal" inputmode="decimal" style="width:140px"> <span class="sub">{{ account.currency }}</span></div>
      <div><label>{{ _("Rate, % per year") }}</label><input name="rate_pct" inputmode="decimal" style="width:100px"></div>
      <div><label>{{ _("First instalment") }}</label><input name="first_payment" type="date" style="width:auto"></div>
      <div><label>{{ _("Every") }}</label>
        <select name="period_months" style="width:auto">
          {% for m, label in periods.items() %}<option value="{{ m }}">{{ _(label ~ " [rhythm]") if label in ('monthly', 'quarterly', 'half-yearly', 'yearly') else label }}</option>{% endfor %}
        </select></div>
      <div><label>{{ _("Instalment") }}</label><input name="payment" inputmode="decimal" placeholder="{{ _('or leave blank') }}" style="width:120px"></div>
      <div><label>{{ _("Term, months") }}</label><input name="term_months" inputmode="number" placeholder="240" style="width:90px"></div>
    </div>
    <div class="form inline" style="max-width:none">
      <div><label>{{ _("Drawn as") }} <span class="sub">{{ _("optional") }}</span></label><input name="drawn_amount" inputmode="decimal" placeholder="150000" style="width:120px"></div>
      <div><label>{{ _("in") }}</label><input name="drawn_currency" placeholder="{{ base_currency }}" maxlength="3" style="width:70px"></div>
    </div>
    <p class="sub">{{ _("The instalment is the figure on the contract; the rate the nominal one per year. “Drawn as” is what the loan was worth in another currency the day it began — a CHF mortgage taken out as €150 000 — and stays on the page as the reference it is.") }}</p>
    <div><button type="submit">{{ _("Save the terms") }}</button></div>
  </form>
</div>
{% endif %}
{% endif %}

<div class="cards">
  <div class="card stat">
    <div class="stat-label">{{ _("Balance") }}</div>
    <div class="stat-value">
      {% if balance %}{{ money(balance.amount, balance.currency) }}
      {% else %}—{% endif %}
    </div>
    <div class="sub">
      {% if balance %}{{ _("typed in") if balance.balance_type == 'manual' else (balance.balance_type or _("reported")) }} · {{ _f("as of {date}", date=d(balance.as_of)) }}
      {% else %}{{ _("nothing reported yet") }}{% endif %}
    </div>
    {% if not link %}
    {# No bank reports this balance, so the owner does. A reading, dated:
       the newest one is what the overview adds up. #}
    <form method="post" action="{{ url_for('account_balance', account_id=account.id) }}" class="form inline" style="margin-top:12px">
      <div><label for="bal-amount">{{ _f("Balance in {currency}", currency=account.currency) }}</label>
        <input id="bal-amount" name="amount" inputmode="decimal" placeholder="{{ '%.2f'|format(balance.amount) if balance else '0.00' }}" style="width:130px"></div>
      <div><label for="bal-date">{{ _("As of") }}</label>
        <input id="bal-date" name="as_of" type="date" value="{{ today }}" max="{{ today }}" style="width:auto"></div>
      <button type="submit">{{ _("Record balance") }}</button>
    </form>
    {% endif %}
  </div>
  <div class="card stat">
    <div class="stat-label">{{ _("Transactions") }}</div>
    <div class="stat-value">{{ total_transactions }}</div>
    <div class="sub">{{ account.currency }} · {{ type_label(account.type) }}</div>
  </div>
</div>

{% if readings | length > 1 %}
<div class="card">
  <div class="card-header">
    <h2>{{ _("Balance over time") }}</h2>
    <span class="card-subtitle">{{ _n(readings | length, "{n} reading since {date}", "{n} readings since {date}", date=d(readings[0].date)) }}</span>
  </div>
  <div class="chart-wrap" style="height:220px"><canvas id="bal-chart"></canvas></div>
  <p class="sub">{{ _("Each point is a reading of the balance on that day — from a sync, a statement, the loan's schedule, or typed in above. The newest reading of a day stands for the day; between readings the last one holds.") }}</p>
</div>
{% endif %}

{% if broker or (account.type == 'broker' and not link and (saxo_state.configured or kraken_ready)) %}
<div class="card">
  <h2>{{ _("Broker connection") }}</h2>
  {% if broker %}
    <p><strong>{{ 'Saxo Bank' if broker.provider == 'saxo' else 'Kraken' }}</strong>
       {% if broker.remote_label and broker.provider == 'saxo' %}· {{ _f("account {id}", id=broker.remote_label) }}{% endif %}
       {% if broker.provider == 'saxo' and saxo_state.environment == 'sim' %}· {{ _("simulation") }}{% endif %}</p>
    <p class="sub">{{ _f("Last sync: {when}.", when=(d(broker.last_sync_at) if broker.last_sync_at else _("never"))) }}
      {% if broker.provider == 'saxo' %}
        {% if saxo_state.alive %}{{ _("The login is being kept alive.") }}
        {% else %}{{ _("The Saxo login has lapsed — connect again to resume syncing.") }}{% endif %}
      {% else %}{{ _("Read-only key; syncs with the daily sync.") }}{% endif %}
    </p>
    {% if broker.last_error %}<div class="flash flash-error">{{ broker.last_error }}</div>{% endif %}
    <form method="post" action="{{ url_for('account_sync', account_id=account.id) }}">
      <button type="submit">{{ _("Sync now") }}</button>
    </form>
    {% if broker.provider == 'saxo' and not saxo_state.alive %}
      <p><a class="btn" href="{{ url_for('saxo_connect', account_id=account.id) }}">{{ _("Connect Saxo again") }}</a></p>
    {% endif %}
    {% if broker.provider == 'kraken' %}
    <form method="post" action="{{ url_for('account_wallet', account_id=account.id) }}" class="form inline sec-form" style="margin-top:12px">
      <div><label for="wallet">{{ _("Coins withdrawn go to") }}</label>
        <select id="wallet" name="wallet_account_id" style="width:auto">
          <option value="">{{ _("nowhere — they simply leave") }}</option>
          {% for w in wallet_choices %}<option value="{{ w.id }}" {{ 'selected' if broker.wallet_account_id == w.id }}>{{ w.name }}</option>{% endfor %}
        </select></div>
      <button type="submit" class="btn-ghost">{{ _("Save") }}</button>
    </form>
    <p class="sub">{{ _("A coin sent to a wallet of your own is still yours. Name the wallet — an account of type Broker, created under Accounts — and a withdrawal becomes a move between the two, at the cost the units carried; a coin sent back in is the same the other way round.") }}</p>
    {% if broker.wallet_account_id %}
    <form method="post" action="{{ url_for('account_wallet_book', account_id=account.id) }}" style="display:inline">
      <button type="submit" class="btn-ghost">{{ _("Book earlier moves into the wallet") }}</button>
    </form>
    <p class="sub">{{ _("For the withdrawals synced before the wallet was named, and the deposits the wallet held the coins for. Nothing is booked twice, so it can be pressed again after rows have moved.") }}</p>
    {% endif %}
    {% endif %}
  {% else %}
    {% if saxo_state.configured %}
      <p class="sub">{{ _("Saxo Bank: log in at Saxo and this account becomes your first Saxo account; any others are created beside it.") }}</p>
      <p><a class="btn" href="{{ url_for('saxo_connect', account_id=account.id) }}">{{ _("Connect Saxo") }}</a></p>
      <form method="post" action="{{ url_for('saxo_paste', account_id=account.id) }}" class="form inline">
        <div><label for="saxo-pasted">{{ _("Landed on a dead page after the Saxo login? Paste its address here.") }}</label>
          <input id="saxo-pasted" name="pasted" placeholder="http://…/saxo/callback?code=…&state=…"></div>
        <button type="submit" class="btn-ghost">{{ _("Finish by hand") }}</button>
      </form>
    {% endif %}
    {% if kraken_ready %}
      <form method="post" action="{{ url_for('kraken_connect', account_id=account.id) }}">
        <p class="sub">{{ _("Kraken: link this account to the API key under Settings and pull every trade, deposit and reward.") }}</p>
        <button type="submit">{{ _("Connect Kraken") }}</button>
      </form>
    {% endif %}
  {% endif %}
</div>
{% endif %}

<div class="card">
  <h2>{{ _("Bank connection") }}</h2>
  {% if link %}
    <p><strong>{{ link.aspsp_name }}</strong> ({{ link.aspsp_country }}){% if link.iban %} · {{ link.iban }}{% endif %}</p>
    <p class="sub">
      {{ _f("Last sync: {when}.", when=(d(link.last_sync_at) if link.last_sync_at else _("never"))) }}
      {% if link.days_left is not none %}
        {% if link.days_left > 7 %}
          {{ _n(link.days_left, "Consent valid for {n} more day.", "Consent valid for {n} more days.") }}
        {% elif link.days_left >= 0 %}
          {{ _n(link.days_left, "Consent expires in {n} day — reconnect soon.", "Consent expires in {n} days — reconnect soon.") }}
        {% else %}
          {{ _("Consent expired. Reconnect to resume syncing.") }}
        {% endif %}
      {% endif %}
    </p>
    {% if link.last_error %}<div class="flash flash-error">{{ link.last_error }}</div>{% endif %}
    <form method="post" action="{{ url_for('account_sync', account_id=account.id) }}">
      <button type="submit">{{ _("Sync now") }}</button>
    </form>
    <p class="sub"><a href="{{ url_for('connect_pick', account_id=account.id) }}">{{ _("Reconnect or change bank") }}</a></p>
    <form method="post" action="{{ url_for('account_disconnect', account_id=account.id) }}" onsubmit="return confirm({{ _('Disconnect this account from the bank? The account, its balances and its history stay; only the connection goes.') | tojson }})">
      <button type="submit" class="btn-ghost">{{ _("Disconnect") }}</button>
      <span class="sub">{{ _("The account and its history stay; the syncing ends.") }}</span>
    </form>
  {% else %}
    <p class="sub">{{ _("This account is not connected to a bank. Connecting it pulls the balance and the transaction history straight from the bank, with your own Enable Banking credentials.") }}</p>
    {% if configured %}
      <p><a class="btn" href="{{ url_for('connect_pick', account_id=account.id) }}">{{ _("Connect a bank") }}</a></p>
      {% set paste_link %}<a href="{{ url_for('connect_paste') }}">{{ _("Paste the code here") }}</a>{% endset %}
      <p class="sub">{{ _f("Started one already and landed on a dead page? {paste}.", paste=paste_link) | safe }}</p>
    {% else %}
      {% set settings_link %}<a href="{{ url_for('settings_page') }}">{{ _("Settings") }}</a>{% endset %}
      <p class="sub">{{ _f("Add your Enable Banking Application ID and private key in {settings} first.", settings=settings_link) | safe }}</p>
    {% endif %}
  {% endif %}
</div>

<p><a class="btn" href="{{ url_for('account_import', account_id=account.id) }}">{{ _("Import a broker CSV") }}</a>
   <a class="btn" href="{{ url_for('account_add', account_id=account.id) }}">{{ _("Add by hand") }}</a>
   <a class="btn btn-ghost" href="{{ url_for('account_edit', account_id=account.id) }}">{{ _("Edit or delete") }}</a></p>

{% if positions %}
<h2>{{ _("Holdings") }}</h2>
<table class="grid">
  <thead>
    <tr><th>{{ _("Security") }}</th><th>{{ _("ISIN") }}</th><th class="num">{{ _("Quantity") }}</th>
        <th class="num">{{ _("Net invested") }}</th><th class="num">{{ _("Last traded at") }}</th>
        <th class="num">{{ _("At that price") }}</th></tr>
  </thead>
  <tbody>
  {% for p in positions %}
    <tr>
      <td><a href="{{ url_for('security_page', isin=p.isin) }}">{{ p.name or p.isin }}</a><span class="sub">{{ _n(p.trades, "{n} trade", "{n} trades") }}, {{ _f("last {date}", date=d(p.last_trade)) }}</span></td>
      <td class="sub nowrap">{{ p.isin }}</td>
      <td class="num {{ 'neg' if p.incomplete_history }}">
        {{ qty(p.quantity) }}
        {% if p.incomplete_history %}<span class="sub">{{ _("export starts too late") }}</span>{% endif %}
      </td>
      <td class="num">{{ money(p.net_invested, p.currency) }}</td>
      <td class="num sub">{% if p.last_price %}{{ qty(p.last_price) }}{% else %}—{% endif %}</td>
      <td class="num">{% if p.value_at_last_price %}{{ money(p.value_at_last_price, p.currency) }}{% else %}—{% endif %}</td>
    </tr>
  {% endfor %}
  </tbody>
</table>
{% if positions | selectattr('incomplete_history') | list %}
<p class="sub">{{ _("A negative quantity is not a short position: it is a sale whose purchase is older than the file you imported. Export a period that starts when you opened the account and re-import — overlap is free.") }}</p>
{% endif %}
<p class="sub">{{ _("Quantities are the running sum of every buy and sell, imported or typed in. The last two columns use the price of your most recent trade, not a market price — this app has no price feed yet, and a stale number presented as a valuation is worse than none.") }} {{ _("Click a security to see, and correct, every row behind it.") }}</p>
{% endif %}

{% if sources | length > 1 and other_accounts %}
<h2>{{ _("Where the rows came from") }}</h2>
<p class="sub">{{ _("An account that holds two things at once — the rows of a wallet moved in from another app beside the ones an exchange syncs — can hand one source's rows to the account they belong to. The rows keep their ids, so nothing is imported twice afterwards.") }}</p>
<div class="table-wrap">
  <table class="grid">
    <thead><tr><th>{{ _("Through") }}</th><th class="num">{{ _("Rows") }}</th><th>{{ _("From") }}</th><th>{{ _("To") }}</th><th></th></tr></thead>
    <tbody>
    {% for src in sources %}
      <tr>
        <td class="sub">{{ src.source or '—' }}</td>
        <td class="num">{{ src.rows }}</td>
        <td class="sub nowrap">{{ d(src.first) }}</td>
        <td class="sub nowrap">{{ d(src.last) }}</td>
        <td class="num">
          <form method="post" action="{{ url_for('account_move_rows', account_id=account.id) }}" class="form inline" style="display:inline-flex;gap:6px;align-items:center" onsubmit="return confirm({{ _('Move every row from this source to the chosen account?') | tojson }})">
            <input type="hidden" name="source" value="{{ src.source }}">
            <select name="to_account_id" style="width:auto">{% for a in other_accounts %}<option value="{{ a.id }}">{{ a.name }}</option>{% endfor %}</select>
            <button type="submit" class="btn-ghost">{{ _("Move") }}</button>
          </form>
        </td>
      </tr>
    {% endfor %}
    </tbody>
  </table>
</div>
{% endif %}

{% if imports %}
<h2>{{ _("Recent imports") }}</h2>
<div class="table-wrap">
  <table class="grid">
    <thead><tr><th>{{ _("When") }}</th><th>{{ _("File") }}</th><th>{{ _("Through") }}</th><th class="num">{{ _("Rows brought") }}</th><th></th></tr></thead>
    <tbody>
    {% for im in imports %}
      <tr>
        <td class="sub nowrap">{{ im.at[:16].replace('T', ' ') }}</td>
        <td>{{ im.filename or '—' }}</td>
        <td class="sub">{{ im.source }}</td>
        <td class="num">{{ im.still }}{% if im.still != im.inserted %}<span class="sub">{{ _f("of {n}", n=im.inserted) }}</span>{% endif %}</td>
        <td class="num">
          {% if im.still %}
          <form method="post" action="{{ url_for('import_undo', account_id=account.id, import_id=im.id) }}" style="display:inline" onsubmit="return confirm({{ _('Remove every row this import brought?') | tojson }})">
            {% if im.source.startswith('csv:') %}<label class="check" style="margin-right:8px"><input type="checkbox" name="forget_mapping" value="1"> {{ _("and forget its mapping") }}</label>{% endif %}
            <button type="submit" class="btn-ghost">{{ _("Undo") }}</button>
          </form>
          {% else %}<span class="sub">{{ _("nothing left of it") }}</span>{% endif %}
        </td>
      </tr>
    {% endfor %}
    </tbody>
  </table>
</div>
<p class="sub">{{ _("An import can be taken back as one thing — every row it brought, and only those; a row a re-import found already there belongs to the import that first brought it. Wrong signs from a mapping: undo, forget the mapping, import again.") }}</p>
{% endif %}

<h2>{{ _("Recent transactions") }}{% if transactions %} <a class="sub" style="font-weight:normal; font-size:13px" href="{{ url_for('account_csv', account_id=account.id) }}">{{ _("Export as CSV") }}</a>{% endif %}</h2>
{% if transactions %}
<table class="grid">
  <thead><tr><th>{{ _("Date") }}</th><th>{{ _("Description") }}</th><th>{{ _("Counterparty") }}</th><th class="num">{{ _("Amount") }}</th><th></th></tr></thead>
  <tbody>
  {% for t in transactions %}
    <tr>
      <td class="nowrap">{{ d(t.txn_date) }}</td>
      <td>{{ t.description }}{% if t.source == 'manual' %}<span class="sub">{{ _("typed in") }}</span>{% endif %}</td>
      <td class="sub">{{ t.counterparty or '' }}</td>
      <td class="num {{ 'neg' if t.amount < 0 else 'pos' }}">{{ money(t.amount, t.currency) }}</td>
      <td class="num">
        <form method="post" action="{{ url_for('transaction_delete', account_id=account.id, txn_id=t.id) }}" onsubmit="return confirm({{ _('Remove this row? An import or a sync will not bring it back.') | tojson }})">
          <button class="btn-ghost" type="submit">{{ _("Remove") }}</button>
        </form>
      </td>
    </tr>
  {% endfor %}
  </tbody>
</table>
{% if total_transactions > transactions|length %}
<p class="sub">{{ _f("Showing the {shown} most recent of {total}.", shown=transactions|length, total=total_transactions) }}</p>
{% endif %}
{% else %}
<div class="card empty"><p>{{ _("No transactions yet.") }}</p>
  {% set add_link %}<a href="{{ url_for('account_add', account_id=account.id) }}">{{ _("Add by hand") }}</a>{% endset %}
  <p class="sub">{{ _f("Connect a bank, import a CSV, or {add}.", add=add_link) | safe }}</p></div>
{% endif %}
{% endblock %}

{% block scripts %}
{% if readings | length > 1 %}
<script>
(() => {
  const R = {{ readings | tojson }};
  const css = (v) => getComputedStyle(document.documentElement).getPropertyValue(v).trim();
  const lang = {{ lang | tojson }};
  const ccy = R[R.length - 1].currency;
  const fmt = (v) => v.toLocaleString(lang, { maximumFractionDigits: 0 }) + '\u00a0' + ccy;
  new Chart(document.getElementById('bal-chart'), {
    type: 'line',
    data: { labels: R.map((r) => r.date), datasets: [{ label: {{ _("Balance") | tojson }}, data: R.map((r) => r.amount),
      borderColor: css('--accent-gold'), backgroundColor: 'rgba(245,215,110,0.08)', fill: 'origin', borderWidth: 2,
      pointRadius: R.length > 60 ? 0 : 3, pointHoverRadius: 5, stepped: 'before' }] },
    options: { responsive: true, maintainAspectRatio: false, interaction: { mode: 'index', intersect: false },
      plugins: { legend: { display: false }, tooltip: { callbacks: { label: (c) => ' ' + fmt(c.parsed.y) } } },
      scales: { x: { ticks: { color: css('--text-tertiary'), maxTicksLimit: 8, maxRotation: 0 }, grid: { display: false } },
                y: { ticks: { color: css('--text-tertiary'), callback: (v) => fmt(v), maxTicksLimit: 5 }, grid: { color: css('--border') } } } },
  });
})();
</script>
{% endif %}
{% endblock %}