Add manual pension data entry and fix chart to use real historical data

- Add paste-and-preview modal for entering pension fund balances from bank website
- Backend upsert logic so n8n PDF uploads overwrite manual entries
- Chart now shows actual snapshot data with dynamic month labels
- New POST /pensions/manual endpoint for JSON-based fund entry

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

backend/app/api/v1/endpoints/pensions.py

@@ -1,3 +1,5 @@
+from datetime import date
+
 from fastapi import APIRouter, Depends, UploadFile
 from pydantic import BaseModel
 from sqlmodel import Session, select
@@ -12,11 +14,93 @@ router = APIRouter(prefix="/pensions", tags=["pensions"])
 
 class PensionUploadResult(BaseModel):
     imported: int
+    updated: int
     duplicates: int
     errors: list[str]
     snapshots: list[PensionSnapshotRead]
 
 
+class PensionManualEntry(BaseModel):
+    fund: str
+    period_start: date
+    period_end: date
+    saldo_anterior: float
+    aportes: float
+    rendimientos: float
+    retiros: float
+    traslados: float
+    comision: float
+    correccion: float = 0.0
+    bonificacion: float = 0.0
+    saldo_final: float
+
+
+class PensionManualRequest(BaseModel):
+    entries: list[PensionManualEntry]
+
+
+def _upsert_snapshot(
+    session: Session,
+    fund: str,
+    period_start: date,
+    period_end: date,
+    saldo_anterior: float,
+    aportes: float,
+    rendimientos: float,
+    retiros: float,
+    traslados: float,
+    comision: float,
+    correccion: float,
+    bonificacion: float,
+    saldo_final: float,
+    source_filename: str,
+    contract_number: str = "",
+) -> tuple[PensionSnapshot, bool]:
+    """Insert or update a pension snapshot. Returns (row, is_new)."""
+    existing = session.exec(
+        select(PensionSnapshot).where(
+            PensionSnapshot.fund == Bank(fund),
+            PensionSnapshot.period_start == period_start,
+            PensionSnapshot.period_end == period_end,
+        )
+    ).first()
+
+    if existing:
+        existing.saldo_anterior = saldo_anterior
+        existing.aportes = aportes
+        existing.rendimientos = rendimientos
+        existing.retiros = retiros
+        existing.traslados = traslados
+        existing.comision = comision
+        existing.correccion = correccion
+        existing.bonificacion = bonificacion
+        existing.saldo_final = saldo_final
+        existing.source_filename = source_filename
+        if contract_number:
+            existing.contract_number = contract_number
+        session.add(existing)
+        return existing, False
+
+    row = PensionSnapshot(
+        fund=Bank(fund),
+        contract_number=contract_number,
+        period_start=period_start,
+        period_end=period_end,
+        saldo_anterior=saldo_anterior,
+        aportes=aportes,
+        rendimientos=rendimientos,
+        retiros=retiros,
+        traslados=traslados,
+        comision=comision,
+        correccion=correccion,
+        bonificacion=bonificacion,
+        saldo_final=saldo_final,
+        source_filename=source_filename,
+    )
+    session.add(row)
+    return row, True
+
+
 @router.post("/upload", response_model=PensionUploadResult)
 async def upload_pension_pdfs(
     files: list[UploadFile],
@@ -24,9 +108,9 @@ async def upload_pension_pdfs(
     _user: str = Depends(get_current_user),
 ):
     imported = 0
-    duplicates = 0
+    updated = 0
     errors: list[str] = []
-    created: list[PensionSnapshot] = []
+    results: list[PensionSnapshot] = []
 
     for file in files:
         filename = file.filename or "unknown.pdf"
@@ -41,20 +125,9 @@ async def upload_pension_pdfs(
             continue
 
         for snap in fund_snapshots:
-            existing = session.exec(
-                select(PensionSnapshot).where(
-                    PensionSnapshot.fund == Bank(snap.fund),
-                    PensionSnapshot.period_start == snap.period_start,
-                    PensionSnapshot.period_end == snap.period_end,
-                )
-            ).first()
-            if existing:
-                duplicates += 1
-                continue
-
-            row = PensionSnapshot(
-                fund=Bank(snap.fund),
-                contract_number=snap.contract_number,
+            row, is_new = _upsert_snapshot(
+                session,
+                fund=snap.fund,
                 period_start=snap.period_start,
                 period_end=snap.period_end,
                 saldo_anterior=snap.saldo_anterior,
@@ -67,21 +140,72 @@ async def upload_pension_pdfs(
                 bonificacion=snap.bonificacion,
                 saldo_final=snap.saldo_final,
                 source_filename=filename,
+                contract_number=snap.contract_number,
             )
-            session.add(row)
-            created.append(row)
-            imported += 1
+            results.append(row)
+            if is_new:
+                imported += 1
+            else:
+                updated += 1
 
-    if imported > 0:
+    if imported > 0 or updated > 0:
         session.commit()
-        for row in created:
+        for row in results:
             session.refresh(row)
 
     return PensionUploadResult(
         imported=imported,
-        duplicates=duplicates,
+        updated=updated,
+        duplicates=0,
         errors=errors,
-        snapshots=[PensionSnapshotRead.model_validate(r) for r in created],
+        snapshots=[PensionSnapshotRead.model_validate(r) for r in results],
+    )
+
+
+@router.post("/manual", response_model=PensionUploadResult)
+def submit_manual_entries(
+    body: PensionManualRequest,
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    imported = 0
+    updated = 0
+    results: list[PensionSnapshot] = []
+
+    for entry in body.entries:
+        row, is_new = _upsert_snapshot(
+            session,
+            fund=entry.fund,
+            period_start=entry.period_start,
+            period_end=entry.period_end,
+            saldo_anterior=entry.saldo_anterior,
+            aportes=entry.aportes,
+            rendimientos=entry.rendimientos,
+            retiros=entry.retiros,
+            traslados=entry.traslados,
+            comision=entry.comision,
+            correccion=entry.correccion,
+            bonificacion=entry.bonificacion,
+            saldo_final=entry.saldo_final,
+            source_filename="manual-entry",
+        )
+        results.append(row)
+        if is_new:
+            imported += 1
+        else:
+            updated += 1
+
+    if imported > 0 or updated > 0:
+        session.commit()
+        for row in results:
+            session.refresh(row)
+
+    return PensionUploadResult(
+        imported=imported,
+        updated=updated,
+        duplicates=0,
+        errors=[],
+        snapshots=[PensionSnapshotRead.model_validate(r) for r in results],
     )