fire-planner: filterable date range on the home-page history chart

User asked for a manual date range on the Dashboard chart instead of
the hard-coded 12-month window.

Backend (/networth/history):
- Read LIVE from wf_sync's daily_account_valuation JOIN accounts so the
  chart spans the broker's full daily series. The account_snapshot
  cache is only the latest snapshot — never had >2 daily points for
  charting. Falls back to the cache when wf_sync isn't wired (tests).
- Accept `from=YYYY-MM-DD` and `to=YYYY-MM-DD` query params. When `from`
  is set, the window is [from, to or today] (inclusive). Otherwise the
  legacy `days` look-back still applies. 422 when from > to.

Frontend:
- New HistoryRangePicker component: preset buttons (1m / 3m / 6m / 1y /
  3y / All) plus two date inputs for an explicit custom range.
- Dashboard wires the picker to the chart via react-query keyed on the
  selected range, so the chart re-fetches on change.

Tests:
- Renamed `respects_days_filter` → `respects_from_to_filter` and added
  inverted-window rejection. Old test asserted "days=1 returns 1 point"
  which only worked when 'today' was within the seed window — the new
  windowing is correct and explicit.

271 → 272 tests passing.

fire_planner/api/networth.py

@@ -1,19 +1,25 @@
 """Net-worth read endpoints.
 
-Reads from `fire_planner.account_snapshot`, which is lazily refreshed
+- GET /networth          → latest snapshot per account, totals.
-from the wealthfolio_sync PG mirror on each request when older than
+  Backed by the `fire_planner.account_snapshot` cache, lazily refreshed
-`NETWORTH_CACHE_TTL_DAYS` (default 1). Two views:
+  from the wealthfolio_sync PG mirror on each request when older than
-- GET /networth          → latest snapshot per account, totals
+  `NETWORTH_CACHE_TTL_DAYS` (default 1).
-- GET /networth/history  → daily totals + per-account series, for charts
+- GET /networth/history  → daily NW totals + per-account series.
+  Reads LIVE from wealthfolio_sync's `daily_account_valuation` table so
+  the chart always reflects the full daily series (the cache only holds
+  the latest snapshot). Falls back to `account_snapshot` when wf_sync is
+  unavailable (tests, dev).
 """
 from __future__ import annotations
 
 from collections import defaultdict
-from datetime import date
+from collections.abc import Sequence
+from datetime import date, timedelta
 from decimal import Decimal
+from typing import Any
 
-from fastapi import APIRouter, Depends, Query
+from fastapi import APIRouter, Depends, HTTPException, Query
-from sqlalchemy import select
+from sqlalchemy import select, text
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from fire_planner.api.dependencies import get_session, get_wf_sync_session
@@ -53,34 +59,89 @@ async def current_networth(
 async def networth_history(
     session: AsyncSession = Depends(get_session),
     wf_sync: AsyncSession | None = Depends(get_wf_sync_session),
-    days: int = Query(default=365, ge=1, le=3650, description="Look-back window."),
+    days: int = Query(default=365, ge=1, le=3650, description="Look-back window in days."),
+    from_date: date | None = Query(default=None, alias="from",
+                                   description="Inclusive start date (YYYY-MM-DD). "
+                                   "Overrides `days` when set together with `to`."),
+    to_date: date | None = Query(default=None, alias="to",
+                                 description="Inclusive end date (YYYY-MM-DD). "
+                                 "Defaults to today when only `from` is set."),
 ) -> NetWorthHistory:
     """Daily NW total + per-account breakdown for a stacked area chart.
 
-    Picks one row per (account_id, snapshot_date) — wealthfolio ingest
+    Window selection:
-    upserts daily so this is already de-duped, but we group defensively.
+      - If `from` is set, use [from, to or today].
+      - Otherwise use the last `days` days ending today.
+
+    Reads live from wf_sync's `daily_account_valuation` JOIN `accounts`
+    so the chart spans the broker's full daily series. Falls back to the
+    `account_snapshot` cache only when wf_sync isn't wired (tests, dev).
     """
-    await refresh_account_snapshots_if_stale(session, wf_sync)
+    today = date.today()
+    if from_date is not None:
+        if to_date is None:
+            to_date = today
+        if from_date > to_date:
+            raise HTTPException(status_code=422, detail="`from` must be on or before `to`")
+        window_start, window_end = from_date, to_date
+    else:
+        window_end = to_date or today
+        window_start = window_end - timedelta(days=max(days - 1, 0))
+
+    points = await _history_from_wf_sync(wf_sync, window_start, window_end)
+    if points is None:
+        # wf_sync not wired — fall back to the cache. Useful for tests
+        # and for environments without the mirror.
+        points = await _history_from_cache(session, window_start, window_end)
+    return NetWorthHistory(points=points)
+
+
+async def _history_from_wf_sync(
+    wf_sync: AsyncSession | None,
+    window_start: date,
+    window_end: date,
+) -> list[NetWorthHistoryPoint] | None:
+    if wf_sync is None:
+        return None
+    rows = (await wf_sync.execute(
+        text("""
+            SELECT d.valuation_date,
+                   a.name,
+                   d.total_value * COALESCE(d.fx_rate_to_base, 1.0) AS market_value_gbp
+              FROM daily_account_valuation d
+              JOIN accounts a ON a.id = d.account_id
+             WHERE d.valuation_date BETWEEN :start AND :end
+             ORDER BY d.valuation_date
+        """),
+        {"start": window_start, "end": window_end})).all()
+    if not rows:
+        return []
+    return _group_by_date(rows)
+
+
+async def _history_from_cache(
+    session: AsyncSession,
+    window_start: date,
+    window_end: date,
+) -> list[NetWorthHistoryPoint]:
     rows = (await session.execute(
         select(
             AccountSnapshot.snapshot_date,
             AccountSnapshot.account_name,
             AccountSnapshot.market_value_gbp,
-        ).order_by(AccountSnapshot.snapshot_date))).all()
+        ).where(AccountSnapshot.snapshot_date.between(window_start, window_end))
-    if not rows:
+         .order_by(AccountSnapshot.snapshot_date))).all()
-        return NetWorthHistory(points=[])
+    return _group_by_date(rows)
 
+
+def _group_by_date(rows: Sequence[Any]) -> list[NetWorthHistoryPoint]:
     by_date: dict[date, dict[str, Decimal]] = defaultdict(lambda: defaultdict(lambda: Decimal("0")))
     for snap_date, name, value in rows:
         by_date[snap_date][name] += Decimal(str(value))
-
+    return [
-    cutoff_idx = max(0, len(by_date) - days)
-    sorted_dates = sorted(by_date.keys())[cutoff_idx:]
-    points = [
         NetWorthHistoryPoint(
             snapshot_date=d,
             total_gbp=sum(by_date[d].values(), Decimal("0")),
             by_account=dict(by_date[d]),
-        ) for d in sorted_dates
+        ) for d in sorted(by_date.keys())
     ]
-    return NetWorthHistory(points=points)

frontend/src/api/client.ts

@@ -78,14 +78,19 @@ export const api = {
           cost_basis_gbp: string | null;
         }>;
       }>('/networth'),
-    history: (days = 365) =>
+    history: (params: { days?: number; from?: string; to?: string } = {}) => {
-      request<{
+      const q = new URLSearchParams();
+      if (params.from) q.set('from', params.from);
+      if (params.to) q.set('to', params.to);
+      if (!params.from && !params.to) q.set('days', String(params.days ?? 365));
+      return request<{
         points: Array<{
           snapshot_date: string;
           total_gbp: string;
           by_account: Record<string, string>;
         }>;
-      }>(`/networth/history?days=${days}`),
+      }>(`/networth/history?${q.toString()}`);
+    },
   },
   spending: {
     annual: (months = 12) =>

frontend/src/components/HistoryRangePicker.tsx

@@ -0,0 +1,99 @@
+/**
+ * Range picker for the net-worth history chart.
+ *
+ * Two modes:
+ *   - `preset` — quick buttons (1m / 3m / 6m / 1y / 3y / All)
+ *   - `custom` — two date inputs for an explicit window
+ *
+ * The "All" preset uses a large look-back (~10y) since the backend caps
+ * `days` at 3650 and there isn't more wealthfolio history than that.
+ */
+import { useId } from 'react';
+
+export type HistoryRange =
+  | { kind: 'preset'; days: number; label: string }
+  | { kind: 'custom'; from: string; to: string };
+
+const PRESETS: Array<{ label: string; days: number }> = [
+  { label: '1m', days: 30 },
+  { label: '3m', days: 90 },
+  { label: '6m', days: 180 },
+  { label: '1y', days: 365 },
+  { label: '3y', days: 1095 },
+  { label: 'All', days: 3650 },
+];
+
+export const defaultRange: HistoryRange = { kind: 'preset', days: 365, label: '1y' };
+
+interface Props {
+  value: HistoryRange;
+  onChange: (next: HistoryRange) => void;
+}
+
+export function HistoryRangePicker({ value, onChange }: Props) {
+  const fromId = useId();
+  const toId = useId();
+  const isPreset = value.kind === 'preset';
+
+  const today = new Date().toISOString().slice(0, 10);
+  const customFrom = value.kind === 'custom' ? value.from : isoNDaysAgo(30);
+  const customTo = value.kind === 'custom' ? value.to : today;
+
+  return (
+    <div className="flex flex-wrap items-center gap-2">
+      <div className="inline-flex rounded-md border border-slate-200 bg-slate-50 p-0.5">
+        {PRESETS.map((p) => {
+          const selected = isPreset && value.label === p.label;
+          return (
+            <button
+              key={p.label}
+              type="button"
+              onClick={() => onChange({ kind: 'preset', days: p.days, label: p.label })}
+              className={
+                'px-2.5 py-1 text-xs font-medium rounded transition ' +
+                (selected
+                  ? 'bg-white text-slate-900 shadow-sm'
+                  : 'text-slate-600 hover:text-slate-900')
+              }
+            >
+              {p.label}
+            </button>
+          );
+        })}
+      </div>
+
+      <div className="flex items-center gap-1.5 text-xs text-slate-600">
+        <label htmlFor={fromId} className="sr-only">From</label>
+        <input
+          id={fromId}
+          type="date"
+          value={customFrom}
+          max={customTo}
+          onChange={(e) =>
+            onChange({ kind: 'custom', from: e.target.value, to: customTo })
+          }
+          className="rounded border border-slate-200 bg-white px-1.5 py-1 tabular-nums"
+        />
+        <span>→</span>
+        <label htmlFor={toId} className="sr-only">To</label>
+        <input
+          id={toId}
+          type="date"
+          value={customTo}
+          min={customFrom}
+          max={today}
+          onChange={(e) =>
+            onChange({ kind: 'custom', from: customFrom, to: e.target.value })
+          }
+          className="rounded border border-slate-200 bg-white px-1.5 py-1 tabular-nums"
+        />
+      </div>
+    </div>
+  );
+}
+
+function isoNDaysAgo(n: number): string {
+  const d = new Date();
+  d.setUTCDate(d.getUTCDate() - n);
+  return d.toISOString().slice(0, 10);
+}

frontend/src/pages/Dashboard.tsx

@@ -3,20 +3,32 @@
  *
  * Three sections, top to bottom:
  *   1. Headline NW total (latest snapshot)
- *   2. Stacked-area history chart (per-account, /networth/history)
+ *   2. Stacked-area history chart with a range picker (per-account)
  *   3. Per-account cards (latest values, /networth)
  */
+import { useState } from 'react';
 import { useQuery } from '@tanstack/react-query';
 
 import { api } from '@/api/client';
 import { NetWorthChart } from '@/components/NetWorthChart';
+import {
+  HistoryRangePicker,
+  defaultRange,
+  type HistoryRange,
+} from '@/components/HistoryRangePicker';
 import { gbp } from '@/lib/format';
 
 export function Dashboard() {
+  const [range, setRange] = useState<HistoryRange>(defaultRange);
   const nw = useQuery({ queryKey: ['networth', 'current'], queryFn: api.networth.current });
   const history = useQuery({
-    queryKey: ['networth', 'history', 365],
+    queryKey: ['networth', 'history', range.kind, range.kind === 'preset' ? range.days : `${range.from}|${range.to}`],
-    queryFn: () => api.networth.history(365),
+    queryFn: () =>
+      api.networth.history(
+        range.kind === 'preset'
+          ? { days: range.days }
+          : { from: range.from, to: range.to },
+      ),
   });
 
   if (nw.isLoading) {
@@ -61,17 +73,19 @@ export function Dashboard() {
       </div>
 
       <div className="rounded-lg border border-slate-200 bg-white p-6">
-        <h2 className="text-lg font-semibold mb-4">Last 12 months</h2>
+        <div className="flex flex-wrap items-center justify-between gap-3 mb-4">
+          <h2 className="text-lg font-semibold">History</h2>
+          <HistoryRangePicker value={range} onChange={setRange} />
+        </div>
         {history.isLoading ? (
           <p className="text-sm text-slate-500">Loading…</p>
         ) : history.isError || !history.data ? (
           <p className="text-sm text-slate-500">History unavailable.</p>
         ) : history.data.points.length < 2 ? (
           <p className="text-sm text-slate-500">
-            Only {history.data.points.length} snapshot in the window — the
+            Only {history.data.points.length} snapshot in this window — pick a
-            chart needs at least two daily points to draw a line. The
+            wider range, or wait for the daily Wealthfolio snapshot to fill in
-            Wealthfolio CronJob writes one snapshot per day, so this fills
+            more points.
-            in over time.
           </p>
         ) : (
           <NetWorthChart history={history.data} />

tests/test_api_networth.py

@@ -111,12 +111,19 @@ async def test_networth_history_returns_per_date(client: AsyncClient,
     assert Decimal(by_date["2026-04-25"]["by_account"]["ISA"]) == Decimal("300000")
 
 
-async def test_networth_history_respects_days_filter(
+async def test_networth_history_respects_from_to_filter(
     client: AsyncClient,
     session: AsyncSession,
 ) -> None:
+    """The `from`/`to` params return only points in [from, to] inclusive."""
     await _seed_snapshots(session)
-    resp = await client.get("/networth/history?days=1")
+    resp = await client.get("/networth/history?from=2026-04-25&to=2026-04-25")
     assert resp.status_code == 200
-    # days=1 ⇒ only the latest 1 distinct date
+    points = resp.json()["points"]
-    assert len(resp.json()["points"]) == 1
+    assert len(points) == 1
+    assert points[0]["snapshot_date"] == "2026-04-25"
+
+
+async def test_networth_history_rejects_inverted_window(client: AsyncClient) -> None:
+    resp = await client.get("/networth/history?from=2026-05-01&to=2026-04-01")
+    assert resp.status_code == 422