wangzitian0 / finance_report
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feat(epic-016,017): implement portfolio frontend & enhance two-stage review UI (#330)

* feat(epic-016,017): implement portfolio frontend & enhance two-stage review UI

EPIC-016 (Two-Stage Review):
- Add inline transaction editing (date, description, amount, direction) in Stage 1
- Add prev/next navigation between pending statements
- Add check_type and status filter dropdowns in Stage 2 review queue
- Add balance validation indicator (Valid/Mismatch with delta)

EPIC-017 (Portfolio Management):
- Create /portfolio dashboard page with holdings table, performance card, allocation charts
- Create /portfolio/[ticker] holding detail page with transaction history
- Create /portfolio/prices manual price update page
- Add PerformanceCard (XIRR, TWR, MWR), AllocationChart, HoldingsTable, PriceUpdateForm components
- Add portfolio TypeScript types (PortfolioHolding, PerformanceMetrics, AllocationBreakdown, PriceUpdate)
- Fix Sidebar nav: Portfolio route /assets -> /portfolio

Tests (370 passing, 0 failing):
- 8 tests for AllocationChart (loading, error, empty, data rendering, center labels)
- 6 tests for PerformanceCard (loading, error, metrics formatting, colors, NaN handling)
- 7 tests for portfolio dashboard page
- 8 tests for holding detail page
- 6 tests for prices page
- 4 prev/next navigation tests for Stage 1 review
- 2 balance validation display tests
- 3 filter dropdown tests for Stage 2 review queue

Docs: Append FE/UI audit findings to EPIC-016 and EPIC-017 project docs

* test: add coverage tests to fix CI regression (91.43% >= 91.37% baseline)

7039 of 7207 relevant lines covered (97.67%)

0.98 hits per line

Relevant lines Covered
7207 RELEVANT LINES 7039 COVERED LINES
0.98 HITS PER LINE
Source Files on main

Recent builds

Builds Branch Commit Type Ran Committer Via Coverage
24031233322 main feat(epic-016,017): implement portfolio frontend & enhance two-stage review UI (#330) * feat(epic-016,017): implement portfolio frontend & enhance two-stage review UI EPIC-016 (Two-Stage Review): - Add inline transaction editing (date, descripti... push web-flow github
97.67
24026681831 main fix: resolve commit boundary violations, add PDF fixtures, add detail views (#182, #206, #198) (#329) * fix: resolve commit boundary violations, add PDF fixtures, add detail views (#182, #206, #198) Issue #182 (P-High): Fix transaction commit bo... push web-flow github
97.67
24023401458 main fix(ci): wait for frontend to be ready in smoke tests to prevent 404 race condition (#328) push web-flow github
97.67
23837675673 main feat(epic-018): AI-Driven Pipeline Implementation & Stabilize CI (#327) * feat(epic-018): AI Driven Pipeline implementation and CI fixes * style: fix ruff format in models/base.py * fix: address all 11 Copilot review comments - Remove strip_us... push web-flow github
97.67
22837253200 main fix(ui): resolve 19 Critical/High UI/UX audit issues (Round 2) (#324) * fix(ui): resolve 19 Critical/High UI/UX audit issues (Round 2) Fixes across 24 production files and 8 test files: Critical (4): - C1: Replace broken CSS tokens (--primary, ... push web-flow github
98.05
22707060973 main refactor(infra): remove Redis dependency, use pure in-memory rate limiting (#325) * refactor(infra): remove Redis dependency, use pure in-memory rate limiting Remove Redis as infrastructure dependency to eliminate consistency issues and reduce o... push web-flow github
98.05
22702924494 main fix(ui): resolve 19 C/H/M UI/UX audit issues across 14 frontend files (#323) * fix(ui): resolve 19 C/H/M UI/UX audit issues across 14 frontend files - C1-C3: Replace broken design tokens (error-soft, badge-secondary, raw Tailwind colors) with pr... push web-flow github
98.04
22663608305 main fix(ui): resolve UI/UX audit issues C1–C3 and M1–M8 (#321) * fix(ui): resolve UI/UX audit issues C1-C3 and M1-M8 - C1: replace undefined CSS vars on login page (--card, --muted, --primary, --muted-foreground) - C2: add Net Worth hero banner to d... push web-flow github
98.04
22661950357 main test: close EPIC-008/009 gaps — PDF fixture integration tests + CI fix (#320) * test: close EPIC-008/009 gaps — PDF fixture integration tests, template extractor, CI fix - Add 5 integration tests (AC9.3.2–9.3.6): DBS/CMB/Mari PDF parseable, ba... push web-flow github
98.04
22626051403 main refactor: P0/P1 decoupling - split God Router, extract helpers (#316) * refactor(wave1): add get_reconciliation_stats() and extract dual_write_layer2() - P1-2: Add get_reconciliation_stats() to reconciliation service - Add ReconciliationStats ... push web-flow github
98.04
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