Settings page tidy-up driven by user feedback that it had grown too busy:
- Each section (Import, Invite, Email digests, Cloud sync) is now a
native <details>/<summary> accordion. Import stays open by default
because /settings#import is the deep-link target from the dashboard
CTA; the others collapse so the page lands quiet.
- Manage subscription is a right-aligned gear-icon button instead of
a rectangular text button — the descriptive copy moves into the
tooltip. Frees up the Tier row of visual weight.
Auth + modal inputs were too small (verify code box, portfolio restore
PIN): the auth-card selector now covers text inputs as well, and a new
.modal-input class standardises 16px / 12px-padding fields used in the
cloud-sync enable modal and the portfolio restore prompt.
The verify page no longer carries the "Email me the digest" checkbox —
it was misleading on repeat logins (server-side it only applied on
first sign-up but rendered every time). Default-opt-in lives in the
User row at creation; per-user changes happen on /settings. First
successful verify now triggers a one-shot welcome email explaining the
digest cadence and pointing at /settings for opt-out; SMTP failure is
logged but does not block the login.
Tests rewritten to cover the new welcome-email path:
- first login sends exactly one welcome email
- returning user gets none
- SMTP failure does not break the redirect
- regression guard: returning user who opted out stays opted out
Also lands the paddle merchant-summary doc that was written earlier
during the Paddle → Polar → Stripe onboarding pivot.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
709 lines
29 KiB
HTML
709 lines
29 KiB
HTML
{% extends "base.html" %}
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{% block title %}{{ BRAND_NAME }} · Settings{% endblock %}
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{% block main %}
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<section class="panel" style="grid-column: 1 / -1; max-width: 760px; margin: 0 auto;">
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<div class="panel-header">
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<span class="title">Settings</span>
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<span class="meta">your account · client-only data unchanged</span>
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</div>
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<div class="panel-body" style="padding: 18px clamp(16px, 4vw, 32px) 24px;">
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{% if not user %}
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<div class="empty">no per-user settings (admin bearer-token session)</div>
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{% else %}
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<div class="settings-row">
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<div class="settings-row__label">Email</div>
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<div class="settings-row__value">{{ user.email }}</div>
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</div>
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<div class="settings-row">
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<div class="settings-row__label">Tier</div>
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<div class="settings-row__value" style="display:flex; align-items:flex-start; gap:10px; flex:1;">
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<div style="flex:1; min-width:0;">
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<span class="badge {% if paid and paid.active %}badge--ok{% else %}badge--ver{% endif %}">
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{{ user.tier }}{% if paid and paid.active and paid.source == "credit" %} · credit{% endif %}
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</span>
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{% if paid and paid.active %}
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{% if paid.source == "credit" %}
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<span class="settings-row__hint">
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Paid features active via credit · {{ paid.days_remaining }} day(s) remaining
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(expires {{ paid.expires_at.strftime("%Y-%m-%d") }}).
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</span>
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{% else %}
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{% if trial_days_remaining %}
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<span class="settings-row__hint">
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<strong>Free trial</strong> — {{ trial_days_remaining }}
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day{{ '' if trial_days_remaining == 1 else 's' }} remaining.
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Cancel before the trial ends and you won’t be charged.
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</span>
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{% else %}
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<span class="settings-row__hint">Paid subscription active.</span>
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{% endif %}
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{% endif %}
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{% else %}
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<span class="settings-row__hint">
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Free tier — <a href="/pricing">upgrade for £7/month or £70/year</a>.
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</span>
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{% endif %}
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</div>
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{% if paid and paid.active and paid.source != "credit" and user.stripe_customer_id %}
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<button type="button" id="stripe-portal-btn" class="settings-icon-btn"
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title="Manage subscription — payment method, invoices, plan, cancel"
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aria-label="Manage subscription">
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<svg width="18" height="18" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true">
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<path d="M19.14,12.94c0.04-0.3,0.06-0.61,0.06-0.94c0-0.32-0.02-0.64-0.07-0.94l2.03-1.58c0.18-0.14,0.23-0.41,0.12-0.61l-1.92-3.32c-0.12-0.22-0.37-0.29-0.59-0.22l-2.39,0.96c-0.5-0.38-1.03-0.7-1.62-0.94L14.4,2.81c-0.04-0.24-0.24-0.41-0.48-0.41h-3.84c-0.24,0-0.43,0.17-0.47,0.41L9.25,5.35C8.66,5.59,8.12,5.92,7.63,6.29L5.24,5.33c-0.22-0.08-0.47,0-0.59,0.22L2.74,8.87C2.62,9.08,2.66,9.34,2.86,9.48l2.03,1.58C4.84,11.36,4.8,11.69,4.8,12s0.02,0.64,0.07,0.94l-2.03,1.58c-0.18,0.14-0.23,0.41-0.12,0.61l1.92,3.32c0.12,0.22,0.37,0.29,0.59,0.22l2.39-0.96c0.5,0.38,1.03,0.7,1.62,0.94l0.36,2.54c0.05,0.24,0.24,0.41,0.48,0.41h3.84c0.24,0,0.44-0.17,0.47-0.41l0.36-2.54c0.59-0.24,1.13-0.56,1.62-0.94l2.39,0.96c0.22,0.08,0.47,0,0.59-0.22l1.92-3.32c0.12-0.22,0.07-0.47-0.12-0.61L19.14,12.94z M12,15.6c-1.98,0-3.6-1.62-3.6-3.6s1.62-3.6,3.6-3.6s3.6,1.62,3.6,3.6S13.98,15.6,12,15.6z"/>
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</svg>
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</button>
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{% endif %}
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</div>
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</div>
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{% if paid and paid.active and paid.source != "credit" and user.stripe_customer_id %}
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<script>
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(function () {
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var btn = document.getElementById('stripe-portal-btn');
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if (!btn) return;
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btn.addEventListener('click', async function () {
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btn.disabled = true;
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var prev = btn.textContent;
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btn.textContent = 'Opening portal…';
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try {
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var r = await fetch('/api/stripe/portal', {
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method: 'POST',
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credentials: 'same-origin',
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});
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if (!r.ok) {
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var detail = '';
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try { detail = (await r.json()).detail || ''; } catch (e) {}
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throw new Error('Could not open portal: ' + (detail || r.status));
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}
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var data = await r.json();
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window.location.href = data.url;
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} catch (e) {
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alert(e.message || 'Could not open portal. Please try again.');
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btn.disabled = false;
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btn.textContent = prev;
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}
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});
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})();
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</script>
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{% endif %}
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{# --- Import portfolio --------------------------------------------- #}
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{# Open by default because /settings#import is the deep-link target
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from the dashboard's "import a portfolio" CTA — if you arrive via
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that link the section should already be expanded. #}
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<details class="settings-section" id="import" open>
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<summary class="settings-section__head">Import portfolio (Trading 212 CSV)</summary>
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<p class="settings-section__lede">
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Export your pie from T212
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(<span class="neu">Investing → Your Pie → ··· → Export</span>)
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and drop the CSV here. We’ll parse it and show a preview before
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importing anywhere.
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</p>
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<div id="drop-zone" class="dz">
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<input type="file" id="file-input" name="file" accept=".csv,text/csv" hidden>
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<div class="dz__icon">▱</div>
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<div class="dz__label">Drop a T212 pie CSV here</div>
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<div class="dz__hint">or <a href="#" id="browse-link">browse</a> · max 1 MB</div>
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<div class="dz__filename" id="dz-filename"></div>
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</div>
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<div id="import-preview" hidden style="margin-top:14px;"></div>
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<div id="import-result" class="result" hidden style="margin-top:14px;"></div>
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</details>
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{# --- Referral block ---------------------------------------------- #}
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<details class="settings-section">
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<summary class="settings-section__head">Invite a friend</summary>
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<p class="settings-section__lede">
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Share your invite link. When your friend subscribes, you and
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they each get <strong>50% off for 3 months</strong>.
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</p>
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<div class="invite-block">
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<label class="invite-block__label">Your code</label>
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<div class="invite-block__code">{{ user.referral_code }}</div>
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<label class="invite-block__label">Invite link</label>
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<div class="invite-block__link">
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<input type="text" id="invite-url" readonly value="{{ invite_url }}">
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<button type="button" id="invite-copy">Copy</button>
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</div>
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</div>
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<div class="invite-stats">
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<div>
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<div class="invite-stats__label">Pending signups</div>
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<div class="invite-stats__value">{{ pending_count }}</div>
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</div>
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<div>
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<div class="invite-stats__label">Converted (paid)</div>
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<div class="invite-stats__value">{{ converted_count }}</div>
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</div>
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<div>
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<div class="invite-stats__label">Active credits</div>
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<div class="invite-stats__value settings-row__hint">— (D.3)</div>
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</div>
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</div>
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</details>
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{# --- Email digests block ------------------------------------------ #}
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<details class="settings-section">
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<summary class="settings-section__head">Email digests</summary>
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<p class="settings-section__lede">
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Editorial commentary delivered to your inbox. Daily for paid (Mon–Sat) plus the Sunday recap; free tier gets the Sunday recap.
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</p>
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<div class="settings-row">
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<div class="settings-row__label">Subscription</div>
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<div class="settings-row__value">
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<label style="display:block; margin-bottom:8px;">
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<input type="checkbox" id="digest-opt-in"
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{% if user.email_digest_opt_in %}checked{% endif %}>
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Send me digests
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</label>
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<div class="settings-row__hint" style="margin-bottom:8px;">
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One-click unsubscribe in every email.
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</div>
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</div>
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</div>
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<div class="settings-row">
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<div class="settings-row__label">Reading level</div>
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<div class="settings-row__value">
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<div style="display:flex; gap:14px;">
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<label><input type="radio" name="digest-tone" value="NOVICE"
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{% if (user.digest_tone or 'INTERMEDIATE') == 'NOVICE' %}checked{% endif %}> Novice</label>
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<label><input type="radio" name="digest-tone" value="INTERMEDIATE"
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{% if (user.digest_tone or 'INTERMEDIATE') == 'INTERMEDIATE' %}checked{% endif %}> Intermediate</label>
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</div>
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</div>
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</div>
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<div class="settings-row">
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<div class="settings-row__label">Last delivery</div>
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<div class="settings-row__value settings-row__hint">
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<span id="digest-last">{% if last_email_send %}{{ last_email_send.sent_at.strftime("%Y-%m-%d %H:%M") }} UTC — {{ last_email_send.status }}{% else %}—{% endif %}</span>
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</div>
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</div>
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<div id="digest-feedback" class="settings-row__hint" style="margin-top:6px;"></div>
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</details>
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<script>
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(function () {
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const opt = document.getElementById('digest-opt-in');
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const tones = document.querySelectorAll('input[name="digest-tone"]');
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const fb = document.getElementById('digest-feedback');
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if (!opt || !fb) return;
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function patch() {
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fb.textContent = 'Saving…';
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const tone = Array.from(tones).find(t => t.checked)?.value || 'INTERMEDIATE';
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fetch('/api/settings/digest', {
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method: 'PATCH',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ opt_in: opt.checked, tone: tone }),
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}).then(r => {
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fb.textContent = r.ok ? 'Saved.' : 'Could not save — try again.';
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}).catch(() => { fb.textContent = 'Network error.'; });
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}
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opt.addEventListener('change', patch);
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tones.forEach(t => t.addEventListener('change', patch));
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})();
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</script>
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{# --- Cloud sync block --------------------------------------------- #}
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<details class="settings-section">
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<summary class="settings-section__head">Cloud sync (encrypted)</summary>
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<p class="settings-section__lede">
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Manage the encrypted server-side copy of your portfolio. Sync is
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opted-in per import (see the Import section above).
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</p>
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{% if paid and paid.active %}
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<div id="sync-status" class="settings-row">
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<div class="settings-row__label">Status</div>
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<div class="settings-row__value">
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<span class="settings-row__hint">checking…</span>
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</div>
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</div>
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<div id="sync-actions" style="display:flex; gap:8px; flex-wrap:wrap; margin-top:8px;"></div>
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<div id="sync-feedback" class="settings-row__hint" style="margin-top:10px;"></div>
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{% else %}
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<p class="settings-row__hint">
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Available on the paid tier. Upgrade or apply an invite credit
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above to enable cloud sync.
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</p>
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{% endif %}
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</details>
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{# Future: Paddle subscription block, AI-spend ledger summary, etc. #}
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{% endif %}
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</div>
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</section>
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{% if user and paid and paid.active %}
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<div id="sync-modal" class="modal"
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style="position:fixed;inset:0;background:rgba(0,0,0,0.45);
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display:none;align-items:center;justify-content:center;z-index:1000;">
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<div style="background:var(--panel-bg,#fff);color:var(--text,#000);
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padding:22px 26px;border-radius:8px;max-width:440px;width:90%;">
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<div class="result__head" id="sync-modal-title" style="margin-bottom:8px;">
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Enable cloud sync
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</div>
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<div id="sync-modal-body" style="font-size:13px;line-height:1.55;
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color:var(--muted,#666);margin-bottom:14px;">
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Choose a PIN (4–12 characters). The same PIN unlocks the
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portfolio on any device. There is no recovery if you forget it.
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</div>
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<form id="sync-modal-form" autocomplete="off">
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<label style="display:block;margin-bottom:6px;font-size:12px;">PIN</label>
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<input id="sync-pin1" type="password" inputmode="numeric"
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class="modal-input" required>
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<label style="display:block;margin-bottom:6px;font-size:12px;">Confirm PIN</label>
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<input id="sync-pin2" type="password" inputmode="numeric"
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class="modal-input" required>
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<label style="display:flex;align-items:flex-start;gap:8px;
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font-size:12px;color:var(--muted,#666);margin:10px 0 16px;">
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<input id="sync-ack" type="checkbox" required>
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I understand that losing this PIN means I'll have to re-import my CSV.
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</label>
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<div id="sync-modal-err" class="pf-warn" hidden style="margin-bottom:10px;"></div>
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<div style="display:flex;gap:8px;justify-content:flex-end;">
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<button type="button" id="sync-modal-cancel" class="pf-secondary">Cancel</button>
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<button type="submit" id="sync-modal-submit">Enable</button>
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</div>
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</form>
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</div>
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</div>
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<script src="{{ url_for('static', path='/js/portfolio-sync.js') }}" defer></script>
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<script>
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(function () {
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function $(id) { return document.getElementById(id); }
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function esc(s) {
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return String(s == null ? '' : s).replace(/[&<>"']/g, c => ({
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'&':'&','<':'<','>':'>','"':'"',"'":'''
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}[c]));
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}
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document.addEventListener('DOMContentLoaded', function () {
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if (!window.CassandraSync) return;
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const statusEl = $('sync-status');
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const actionsEl = $('sync-actions');
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const feedbackEl = $('sync-feedback');
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const modal = $('sync-modal');
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const pin1 = $('sync-pin1');
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const pin2 = $('sync-pin2');
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const ack = $('sync-ack');
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const errEl = $('sync-modal-err');
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function setFeedback(msg, ok) {
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feedbackEl.style.color = ok ? 'var(--ok,#2a9d57)' : '';
|
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feedbackEl.textContent = msg || '';
|
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}
|
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// External callers (the Import section above) can pass a callback
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// that fires after a successful enable-and-push.
|
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let pendingOnSuccess = null;
|
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function openModal(opts) {
|
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pendingOnSuccess = (opts && opts.onSuccess) || null;
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modal.style.display = 'flex';
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// Focus PIN field after the layout flush so the caret lands.
|
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setTimeout(() => pin1.focus(), 0);
|
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}
|
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function closeModal() {
|
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modal.style.display = 'none';
|
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pin1.value = ''; pin2.value = '';
|
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ack.checked = false; errEl.hidden = true;
|
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pendingOnSuccess = null;
|
||
}
|
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|
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$('sync-modal-cancel').addEventListener('click', closeModal);
|
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// Backdrop click + Esc key dismiss the modal.
|
||
modal.addEventListener('click', function (e) {
|
||
if (e.target === modal) closeModal();
|
||
});
|
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document.addEventListener('keydown', function (e) {
|
||
if (e.key === 'Escape' && modal.style.display !== 'none') closeModal();
|
||
});
|
||
|
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$('sync-modal-form').addEventListener('submit', async function (e) {
|
||
e.preventDefault();
|
||
errEl.hidden = true;
|
||
if (pin1.value !== pin2.value) {
|
||
errEl.textContent = 'PINs do not match.';
|
||
errEl.hidden = false; return;
|
||
}
|
||
if (pin1.value.length < 4) {
|
||
errEl.textContent = 'PIN must be at least 4 characters.';
|
||
errEl.hidden = false; return;
|
||
}
|
||
const pie = JSON.parse(localStorage.getItem('cassandra.pie') || 'null');
|
||
if (!pie) {
|
||
errEl.textContent =
|
||
'No portfolio in this browser yet. Import a CSV first, then enable sync.';
|
||
errEl.hidden = false; return;
|
||
}
|
||
try {
|
||
await window.CassandraSync.pushSync(pie, pin1.value);
|
||
const cb = pendingOnSuccess;
|
||
closeModal(); // clears pendingOnSuccess
|
||
await refresh();
|
||
setFeedback('Cloud sync enabled. Your encrypted portfolio is stored.', true);
|
||
if (typeof cb === 'function') {
|
||
try { cb(); } catch (cbErr) { console.warn('sync onSuccess threw', cbErr); }
|
||
}
|
||
} catch (e2) {
|
||
errEl.textContent = e2.message || 'Failed to enable sync.';
|
||
errEl.hidden = false;
|
||
}
|
||
});
|
||
|
||
async function refresh() {
|
||
let status;
|
||
try { status = await window.CassandraSync.getStatus(); }
|
||
catch (e) {
|
||
statusEl.querySelector('.settings-row__value').innerHTML =
|
||
'<span class="pf-warn">' + esc(e.message || 'status check failed') + '</span>';
|
||
return;
|
||
}
|
||
const valueEl = statusEl.querySelector('.settings-row__value');
|
||
actionsEl.innerHTML = '';
|
||
if (status.exists && status.orphaned) {
|
||
// The stored blob can no longer be decrypted (server key rotated
|
||
// since it was written). The data is permanently unrecoverable,
|
||
// so silently clean up the dead row and re-render in the
|
||
// standard "off" state — leaving a soft one-liner so the user
|
||
// knows why they need to re-import.
|
||
try { await window.CassandraSync.disableSync(); }
|
||
catch (e) { console.warn('auto-clear stale sync failed', e); }
|
||
setFeedback('Your previous cloud backup couldn’t be restored. Re-import your portfolio to enable cloud sync again.', true);
|
||
await refresh();
|
||
return;
|
||
} else if (status.exists) {
|
||
const when = status.updated_at
|
||
? new Date(status.updated_at).toISOString().replace('T', ' ').slice(0, 16) + ' UTC'
|
||
: '—';
|
||
valueEl.innerHTML =
|
||
'<span class="badge badge--ok">On</span> ' +
|
||
'<span class="settings-row__hint">last synced ' + esc(when) + '</span>';
|
||
|
||
const disable = document.createElement('button');
|
||
disable.type = 'button';
|
||
disable.className = 'pf-secondary';
|
||
disable.textContent = 'Disable sync';
|
||
disable.addEventListener('click', async function () {
|
||
if (!confirm('Remove your encrypted portfolio from the server? Your local copy is untouched.')) return;
|
||
try {
|
||
await window.CassandraSync.disableSync();
|
||
await refresh();
|
||
setFeedback('Cloud sync disabled. Server copy removed.', true);
|
||
} catch (e) { setFeedback(e.message || 'Disable failed.', false); }
|
||
});
|
||
actionsEl.appendChild(disable);
|
||
} else {
|
||
valueEl.innerHTML = '<span class="badge badge--ver">Off</span>';
|
||
// Only offer 'Enable' when there's actually a pie to encrypt;
|
||
// otherwise the user would hit a dead-end at the modal.
|
||
const hasPie = !!localStorage.getItem('cassandra.pie');
|
||
if (!hasPie) {
|
||
const hint = document.createElement('span');
|
||
hint.className = 'settings-row__hint';
|
||
hint.innerHTML =
|
||
'Nothing to sync yet — ' +
|
||
'<a href="#import">import a portfolio</a> first, then come back to enable cloud sync.';
|
||
actionsEl.appendChild(hint);
|
||
return;
|
||
}
|
||
const enable = document.createElement('button');
|
||
enable.type = 'button';
|
||
enable.textContent = 'Enable cloud sync';
|
||
enable.addEventListener('click', openModal);
|
||
actionsEl.appendChild(enable);
|
||
}
|
||
}
|
||
|
||
// Hooks for the Import section to drive this modal + status row.
|
||
window.cassandraOpenSyncModal = openModal;
|
||
window.cassandraRefreshSyncStatus = refresh;
|
||
|
||
refresh();
|
||
});
|
||
})();
|
||
</script>
|
||
{% endif %}
|
||
|
||
<script>
|
||
(function () {
|
||
var btn = document.getElementById('invite-copy');
|
||
var fld = document.getElementById('invite-url');
|
||
if (!btn || !fld) return;
|
||
btn.addEventListener('click', async function () {
|
||
try {
|
||
await navigator.clipboard.writeText(fld.value);
|
||
var orig = btn.textContent;
|
||
btn.textContent = 'Copied';
|
||
setTimeout(function () { btn.textContent = orig; }, 1500);
|
||
} catch (e) {
|
||
// Fallback for older browsers: select the input.
|
||
fld.select();
|
||
}
|
||
});
|
||
})();
|
||
</script>
|
||
|
||
{% if user %}
|
||
{# Import widget wiring — auto-parse on drop, preview, then commit. #}
|
||
<script src="{{ url_for('static', path='/js/portfolio.js') }}" defer></script>
|
||
<script>
|
||
(function () {
|
||
// Server-side hint: did the user have paid privileges when the page
|
||
// rendered? Used to decide whether to offer the 'Import & sync' button.
|
||
// We still call CassandraSync.getStatus() at click time as the source
|
||
// of truth, but this lets us skip rendering a button we know is dead.
|
||
var IS_PAID = {{ 'true' if paid and paid.active else 'false' }};
|
||
|
||
function ready(fn) {
|
||
if (document.readyState === 'loading') {
|
||
document.addEventListener('DOMContentLoaded', fn);
|
||
} else { fn(); }
|
||
}
|
||
|
||
ready(function () {
|
||
var P = window.CassandraPortfolio;
|
||
if (!P) return;
|
||
var esc = P.esc, fmt = P.fmt, signed = P.signed, cls = P.cls;
|
||
|
||
var dropZone = document.getElementById('drop-zone');
|
||
var fileInput = document.getElementById('file-input');
|
||
var browseLink = document.getElementById('browse-link');
|
||
var filenameEl = document.getElementById('dz-filename');
|
||
var previewEl = document.getElementById('import-preview');
|
||
var resultEl = document.getElementById('import-result');
|
||
if (!dropZone) return;
|
||
|
||
var currentPie = null; // most recently parsed pie, awaiting commit
|
||
|
||
function showError(msg) {
|
||
previewEl.hidden = true;
|
||
resultEl.className = 'result result--err';
|
||
resultEl.innerHTML =
|
||
'<div class="result__head">✕ Import failed</div>' +
|
||
'<div class="result__row">' + esc(msg) + '</div>';
|
||
resultEl.hidden = false;
|
||
}
|
||
|
||
function showSuccess(headline, sub) {
|
||
previewEl.hidden = true;
|
||
resultEl.className = 'result result--ok';
|
||
resultEl.innerHTML =
|
||
'<div class="result__head">' + esc(headline) + '</div>' +
|
||
(sub ? '<div class="result__row">' + sub + '</div>' : '') +
|
||
'<div class="result__row" style="margin-top:14px;">' +
|
||
'<a href="/">Open dashboard →</a>' +
|
||
'</div>';
|
||
resultEl.hidden = false;
|
||
}
|
||
|
||
function renderPreview(pie) {
|
||
currentPie = pie;
|
||
resultEl.hidden = true;
|
||
|
||
var t = pie.totals || {};
|
||
var rows = (pie.positions || []).map(function (p) {
|
||
var invested = (p.avg_cost != null && p.qty != null) ? p.avg_cost * p.qty : null;
|
||
return '<tr>' +
|
||
'<td class="label">' + esc(p.yahoo_ticker || p.t212_slice || '') + '</td>' +
|
||
'<td>' + esc(p.name || '') + '</td>' +
|
||
'<td class="num">' + fmt(p.qty, { maximumFractionDigits: 6 }) + '</td>' +
|
||
'<td class="num neu">' + fmt(p.avg_cost) + '</td>' +
|
||
'<td class="num">' + fmt(invested) + '</td>' +
|
||
'</tr>';
|
||
}).join('');
|
||
|
||
var warnings = (pie.warnings || []).map(function (w) {
|
||
return '<div class="result__warn">' + esc(w) + '</div>';
|
||
}).join('');
|
||
|
||
var syncBtn = IS_PAID
|
||
? ('<div class="import-choice">' +
|
||
'<button type="button" id="commit-sync">Import & sync to cloud</button>' +
|
||
'<div class="settings-row__hint">' +
|
||
'Also stores an <strong>encrypted</strong> copy on the server, ' +
|
||
'restorable on any device with your PIN. Only you can decrypt ' +
|
||
'it — losing the PIN means losing the backup.' +
|
||
'</div>' +
|
||
'</div>')
|
||
: ('<div class="import-choice">' +
|
||
'<button type="button" disabled>Import & sync to cloud</button>' +
|
||
'<div class="settings-row__hint">' +
|
||
'Encrypted cloud backup is available on the paid tier.' +
|
||
'</div>' +
|
||
'</div>');
|
||
|
||
previewEl.innerHTML =
|
||
'<div class="result result--ok" style="margin:0;">' +
|
||
'<div class="result__head">' +
|
||
'▸ Preview: <strong>' + esc(pie.pie_name || 'pie') + '</strong>' +
|
||
'</div>' +
|
||
'<div class="result__grid">' +
|
||
'<div><div class="k">Positions</div><div class="v">' + (pie.positions || []).length + '</div></div>' +
|
||
'<div><div class="k">Invested</div><div class="v">' + fmt(t.invested) + '</div></div>' +
|
||
'<div><div class="k">Value</div><div class="v">' + fmt(t.value) + '</div></div>' +
|
||
'<div><div class="k">Result</div><div class="v ' + cls(t.result) + '">' + signed(t.result) + '</div></div>' +
|
||
'</div>' +
|
||
warnings +
|
||
(rows
|
||
? '<div style="max-height:280px;overflow:auto;margin-top:12px;">' +
|
||
'<table class="dense">' +
|
||
'<thead><tr>' +
|
||
'<th>Ticker</th><th>Name</th>' +
|
||
'<th class="num">Qty</th>' +
|
||
'<th class="num">Avg</th>' +
|
||
'<th class="num">Invested</th>' +
|
||
'</tr></thead>' +
|
||
'<tbody>' + rows + '</tbody>' +
|
||
'</table>' +
|
||
'</div>'
|
||
: ''
|
||
) +
|
||
'<div class="import-actions">' +
|
||
'<div class="import-choice">' +
|
||
'<button type="button" id="commit-local">Import to this browser</button>' +
|
||
'<div class="settings-row__hint">' +
|
||
'Saved to this browser only. No server-side copy of your holdings.' +
|
||
'</div>' +
|
||
'</div>' +
|
||
syncBtn +
|
||
'<div style="flex-basis:100%;">' +
|
||
'<button type="button" id="commit-cancel" class="pf-secondary">' +
|
||
'Cancel</button>' +
|
||
'</div>' +
|
||
'</div>' +
|
||
'</div>';
|
||
|
||
previewEl.hidden = false;
|
||
|
||
document.getElementById('commit-local').addEventListener('click', commitLocal);
|
||
document.getElementById('commit-cancel').addEventListener('click', resetUploader);
|
||
var syncEl = document.getElementById('commit-sync');
|
||
if (syncEl) syncEl.addEventListener('click', commitSync);
|
||
}
|
||
|
||
function commitLocal() {
|
||
if (!currentPie) return;
|
||
P.savePie(currentPie);
|
||
showSuccess('▸ Imported to this browser.',
|
||
'Pie kept locally; no server-side copy.');
|
||
currentPie = null;
|
||
}
|
||
|
||
async function commitSync() {
|
||
if (!currentPie) return;
|
||
// Save locally first so the cloud-sync flow uses the freshly-imported
|
||
// pie (the enable-PIN modal in this same page reads from localStorage).
|
||
P.savePie(currentPie);
|
||
var S = window.CassandraSync;
|
||
if (!S) { showError('Cloud sync module not loaded.'); return; }
|
||
|
||
var status;
|
||
try { status = await S.getStatus(); }
|
||
catch (e) { showError('Could not check sync status: ' + (e.message || e)); return; }
|
||
|
||
if (!status.paid) {
|
||
showError('Cloud sync requires the paid tier.');
|
||
return;
|
||
}
|
||
|
||
if (status.exists) {
|
||
// Already enabled — try a direct push using the cached session
|
||
// key. If no key is cached (fresh browser session), this throws,
|
||
// and we fall back to the enable-PIN modal so the user can
|
||
// re-enter their PIN.
|
||
try {
|
||
await S.pushSync(currentPie, null);
|
||
showSuccess('▸ Imported and synced.',
|
||
'Encrypted copy updated on the server.');
|
||
currentPie = null;
|
||
if (window.cassandraRefreshSyncStatus) window.cassandraRefreshSyncStatus();
|
||
return;
|
||
} catch (e) {
|
||
// Fall through to modal so the user can re-auth with their PIN.
|
||
console.warn('direct push failed, falling back to PIN modal', e);
|
||
}
|
||
}
|
||
|
||
// !status.exists OR cached-key push failed → use the modal.
|
||
if (window.cassandraOpenSyncModal) {
|
||
window.cassandraOpenSyncModal({
|
||
onSuccess: function () {
|
||
showSuccess('▸ Imported and synced.',
|
||
'Cloud sync is now enabled and the pie is stored encrypted.');
|
||
currentPie = null;
|
||
},
|
||
});
|
||
} else {
|
||
showError('Cloud sync UI unavailable on this page. ' +
|
||
'Use the Cloud sync section below to enable.');
|
||
}
|
||
}
|
||
|
||
function resetUploader() {
|
||
currentPie = null;
|
||
previewEl.hidden = true;
|
||
previewEl.innerHTML = '';
|
||
resultEl.hidden = true;
|
||
filenameEl.textContent = '';
|
||
fileInput.value = '';
|
||
}
|
||
|
||
async function parseFile(file) {
|
||
filenameEl.textContent = file.name + ' (' + Math.round(file.size / 1024) + ' KB) — parsing…';
|
||
previewEl.hidden = true;
|
||
resultEl.hidden = true;
|
||
try {
|
||
var pie = await P.parseCsv(file);
|
||
renderPreview(pie);
|
||
filenameEl.textContent = file.name + ' (' + Math.round(file.size / 1024) + ' KB)';
|
||
} catch (e) {
|
||
filenameEl.textContent = file.name + ' (failed)';
|
||
showError(e.message || 'Unknown error');
|
||
}
|
||
}
|
||
|
||
browseLink.addEventListener('click', function (e) { e.preventDefault(); fileInput.click(); });
|
||
fileInput.addEventListener('change', function () {
|
||
if (fileInput.files[0]) parseFile(fileInput.files[0]);
|
||
});
|
||
|
||
['dragenter', 'dragover'].forEach(function (ev) {
|
||
dropZone.addEventListener(ev, function (e) {
|
||
e.preventDefault(); e.stopPropagation();
|
||
dropZone.classList.add('dz--over');
|
||
});
|
||
});
|
||
['dragleave', 'drop'].forEach(function (ev) {
|
||
dropZone.addEventListener(ev, function (e) {
|
||
e.preventDefault(); e.stopPropagation();
|
||
dropZone.classList.remove('dz--over');
|
||
});
|
||
});
|
||
dropZone.addEventListener('drop', function (e) {
|
||
var f = e.dataTransfer.files && e.dataTransfer.files[0];
|
||
if (f) parseFile(f);
|
||
});
|
||
dropZone.addEventListener('click', function (e) {
|
||
if (e.target.tagName !== 'A') fileInput.click();
|
||
});
|
||
});
|
||
})();
|
||
</script>
|
||
{% endif %}
|
||
{% endblock %}
|