render-finance-dashboard

name	render-finance-dashboard
description	Use when the user says "render dashboard", "show my finances", "build the dashboard", or any morning-summary equivalent. Reads SQLite, fetches live prices/FX from Yahoo Finance, fills the HTML template, and writes a self-contained dashboard to `output/dashboard.html`.

render-finance-dashboard

You render the booky finance dashboard from the current state of data/finance.db. The visual design is fixed by the template; you only fill it with data. The mechanical part (SQL → HTML, live-price fetch, asset inlining) lives in scripts/render_dashboard.py — invoke it, don't re-derive it.

Where things live

• Canonical renderer: scripts/render_dashboard.py
• HTML template (placeholders in {{NAME}} form): templates/dashboard.html.tpl
• CSS: templates/styles.css — inlined into the HTML at render time
• Chart constructors: templates/charts.js — inlined into the HTML
• Vendored offline assets (gitignored, produced by scripts/bundle-assets.py):
  • templates/vendor/chart.umd.min.js
  • templates/vendor/chartjs-adapter-date-fns.bundle.min.js
  • templates/vendor/fonts-inline.css (EB Garamond + Cormorant Garamond, base64 woff2)
• Telegram credentials: the [telegram] section of .secrets/findash (bot_token=… and chat_id=…)
• Local DB: data/finance.db
• Output: a single self-contained file at output/dashboard.html
• SQL schema and example queries: docs/sqlite-schema.md
• Visual rules: docs/design-system.md

Flow

1. Run the renderer. From the project root:

   python3 scripts/render_dashboard.py
   

   The script handles everything mechanical:

   • Live-fetches prices for currently-held securities and USD/ILS, GBP/ILS FX rates from Yahoo Finance (query1.finance.yahoo.com/v8/finance/chart/{symbol}). User-Agent header required.
   • Yahoo symbol translation: RR.LSE → RR.L. Quote units: USD direct; LSE pence (÷100 → GBP); TASE agorot (÷100 → ILS).
   • Persists fetched prices into prices and the new FX into fx_rates so a history accumulates day-by-day.
   • Computes net worth in ILS, brokerage market value, unrealized P/L per position.
   • Excludes accounts with closed_on IS NOT NULL from Cash and from the headline (they still show in SQLite-data).
   • Sorts the positions table by ILS-equivalent market value, descending (so SPY ranks above RR.LSE despite fewer shares).
   • Orders brokerage deposits newest first.
   • Builds the SQLite-data debug tabs (first 50 rows + count per table).
   • Inlines CSS, fonts, Chart.js, and the chart-app JS into a single HTML file.
   • Writes output/dashboard.html and a small meta file at /tmp/dashboard_meta.json (used by the Telegram step).

   If any vendor file is missing, the script stops with a clear message. Run python3 scripts/bundle-assets.py once to fix.

2. Send to Telegram. Delivery lives in one committed, allowlisted command so the unattended daily claude -p run can run it without per-call approval (it can't build the read-secret + curl send inline — the permission analyzer won't auto-approve a command that sources .secrets and expands ${bot_token}, and the Write tool isn't granted unattended). The token is read at runtime and never printed.

   scripts/send_telegram.sh            # add: --note "<line>" to append a caption line
   

   What it does (= the old steps 2+3, now deterministic):

   • Sends output/dashboard.html as a document, caption Finance — <AS_OF_DATE> · <net worth> (literal · U+00B7), read from /tmp/dashboard_meta.json.
   • If data/last_sync_summary.md exists, sends it as a second sendMessage (HTML parse mode; bold title Sync · <AS_OF_DATE>; split into ≤3900-char parts on \n boundaries; ## Ingested/## Triaged headers render as bold New/Filed, any other ## header — e.g. ## ⚠️ Warnings — passes through as its own bold line), then deletes it on success. The summary may lead with a ⚠️ Warnings block — that's expected on degraded runs, not an error. Absent → prints Sync summary: Skipped (no summary).
   • Telegram not configured (no [telegram] in .secrets/findash) → prints Telegram delivery skipped: … and exits 0 (local file still useful). Never deletes the local dashboard on a Telegram failure.

   Pass --note "<line>" to append a caption line — the morning flow uses this to surface a best-effort fetch failure. The script prints Sent to chat <id> / Telegram delivery failed: <description> / the Sync summary: … line — relay them in step 3.

3. Report. Print:

   • The absolute path of output/dashboard.html.
   • The Telegram delivery status: Sent to chat <chat_id>, Telegram delivery skipped: …, or Telegram delivery failed: <description>.
   • The sync summary delivery status: Sync summary: Sent (<N> bullets), Sync summary: Skipped (no summary), or Sync summary: Failed: <description>.
   • Any tickers Yahoo couldn't price (the script logs them on FAILED: — flag them so the user knows which positions fell back to cost basis).

Where judgment still lives (not in the script)

• Deciding whether a fresh balance figure looks plausible or whether a sync mis-parsed something. If a number looks wrong, check the source doc and explain rather than rendering a broken figure (e.g. a closed Hapoalim sub-account showing an apparent negative balance from a parser artifact when the real closing balance was 0).
• Whether to mention a particular caveat in the Overview footnote (e.g. "no price for X" or "this account was just opened").
• The contents of the Telegram caption when the dashboard contains something unusual.

Principles

• Don't invent design. All visual choices are in styles.css and the template. Don't add inline styles, classes, or markup not already defined.
• Be honest with empty states. If a section has no data yet, show a brief italic muted note ("No payslips yet"), not a fake placeholder row.
• Number formatting: group thousands; 2 decimals for amounts <10,000, 0 decimals for ≥10,000. Right-align money columns.
• Hebrew text passes through unchanged. dir="auto" on table cells is already handled by the script.
• The "SQLite data" tab is for debugging. Show raw rows truthfully. Don't reformat or hide columns.