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2 commits

Author SHA1 Message Date
Viktor Barzin
d48e222054 monitoring: lock Finance (Personal) folder to admin + fix cash classification
Folder ACL:
- Move uk-payslip + wealth dashboards to a new "Finance (Personal)"
  folder; job-hunter + fire-planner stay in "Finance" (open).
- New null_resource calls Grafana's folder permissions API after the
  dashboard sidecar materialises the folder, setting an admin-only
  ACL ({Admin: 4}). Default Viewer/Editor inheritance is overridden,
  so anonymous-Viewer (auth.anonymous=true) is denied. Server-admin
  always retains access.
- Verified: anonymous → 403 on uk-payslip + wealth, 200 on
  control dashboards (node-exporter); admin → 200 on all.

Wealth cash fix:
- Wealthfolio dumps WORKPLACE_PENSION wrappers entirely into
  cash_balance because it doesn't track underlying fund holdings.
  Reclassify pension cash as invested in the "Cash vs invested"
  panel so the cash series reflects actual uninvested broker cash
  (~£16k T212 ISA + Schwab) instead of phantom £154k.

  Pre-fix:  cash=£153,789 / invested=£870,282 / total=£1,024,071
  Post-fix: cash=£16,064  / invested=£1,008,008 / total=£1,024,071
2026-04-25 23:11:26 +00:00
Viktor Barzin
bf4c7618d8 wealth: SQLite→PG ETL sidecar + new Grafana dashboard
Mirrors Wealthfolio's daily_account_valuation / accounts / activities
from SQLite into a new PG database (wealthfolio_sync) every hour, so
Grafana can chart net worth, contributions, and growth over time.

Components:
- dbaas: null_resource creates wealthfolio_sync DB + role on the CNPG
  cluster (dynamic primary lookup so it survives failover).
- vault: pg-wealthfolio-sync static role rotates the password every 7d.
- wealthfolio: ExternalSecret pulls the rotated password into the WF
  namespace; new pg-sync sidecar (alpine + sqlite + postgresql-client +
  busybox crond) does sqlite3 .backup → TSV dump → truncate-and-reload
  psql, hourly at :07. Plus a grafana-wealth-datasource ConfigMap in
  the monitoring namespace (uid: wealth-pg).
- monitoring: new Wealth dashboard (wealth.json, 10 panels) — current
  net worth / contribution / growth / ROI% stats, then time-series
  for net worth, contribution-vs-market, growth area, per-account
  stacked area, cash-vs-invested, and a 100-row activity log.

Initial sync: 6 accounts, 10,798 daily valuations, 518 activities.
Verified PG totals match SQLite latest snapshot exactly.
2026-04-25 17:07:33 +00:00