Commit Graph

5 Commits

Author SHA1 Message Date
Carlos Escalante
22334c2129 Remove MPAT and MEMP fund references from pension module
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-01 10:18:36 -06:00
Carlos Escalante
898b540b3f Fix roiEarned crash when chart data has fewer than 12 entries
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-01 10:06:08 -06:00
Carlos Escalante
3c9656f416 Add manual pension data entry and fix chart to use real historical data
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- 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>
2026-04-01 10:03:29 -06:00
Carlos Escalante
eccfd53e0b Add pension PDF upload, parsing, and fund summary API
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Backend: parse BAC pension statement PDFs (VOL, ROP, FCL) via
pdftotext, store snapshots with duplicate detection, reject
credit card statements. Endpoints: POST /upload, GET /snapshots,
GET /fund-summary.

Frontend: wire up drag-and-drop upload, load real balances and
rendimientos from API, show upload results with error/duplicate
feedback.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 22:24:42 -06:00
Carlos Escalante
1b90f0c70a Add Pensions page with fund overview, growth chart, and projections
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 18:13:52 -06:00