Root cause of the squashed chart: canvas had a fixed height=90 attr and no container, so on narrow viewports Chart.js compressed everything — legend overlapped the plot, x labels tilted 45deg, y ticks degenerated (-1000% scale). Fix: relative h-72/h-80 container + maintainAspectRatio:false, grace 5%, maxTicksLimit, maxRotation:0, smaller points (r2/1.5), compact legend/tooltip, Chinese help text.
- Add django.contrib.humanize; apply intcomma to every currency amount across invest templates (dashboard, portfolio detail, transactions)
- get_risk_summary now aggregates top_positions by ticker (MRVL across MOMO+IBKR merges into one row with Accounts column), keeping Top 1/3/5 cards and table on the same basis
- Mobile: metric cards all 2-col (2x2 + 2+1 with Last Snapshot spanning full width), no more 1-col break
- Transactions show source badges: purple 🤖 AI (source ai/ocr), grey 手动, amber ⚠ 低置信 when confidence < 0.9
- Delete unused invest/base.html (dead nav; page extends GoLinks base.html)
- tailwind.config.js: add invest/jbot/routermon template dirs so their classes are scanned (text-[10px] etc. were silently missing)
The serializers.py file had two issues:
1. A second definition of TransactionSerializer that included a
non-existent 'price_per_share' field, overriding the correct one
and causing 500 errors on GET/POST /api/invest/transactions/.
2. Duplicate AIHoldingInputSerializer and AIUpdateSerializer blocks
that were redundant (same content as the first definitions).
Removed all duplicate class definitions, leaving only the correct
single definitions that match the Transaction model fields.
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
- Portfolio management (MOMO, IBKR personal, IBKR Yanhua)
- Stock holdings with transaction history (buy/sell)
- Weekly AI report generation
- Real-time price cache via Finnhub API
- Dashboard with tree view and performance charts
- REST API with AI-friendly batch update endpoint
- Management command for scheduled report generation
For大哥's personal investment advisor system.
OpenClaw Sub-agent
junv
