d48e222054
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
451 lines
17 KiB
JSON
451 lines
17 KiB
JSON
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{
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"id": 4,
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}
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]
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},
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{
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"id": 5,
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},
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},
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{
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"id": 6,
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"matcher": {"id": "byName", "options": "market_value"},
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{"id": "displayName", "value": "Market value"}
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{
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"matcher": {"id": "byName", "options": "net_contribution"},
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{"id": "displayName", "value": "Net contribution"}
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}
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},
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{
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"id": 7,
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"title": "Growth (market value − contribution) over time",
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}
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},
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"rawSql": "SELECT valuation_date::timestamp AS \"time\", (SUM(total_value) - SUM(net_contribution)) AS growth FROM daily_account_valuation WHERE $__timeFilter(valuation_date) GROUP BY valuation_date ORDER BY valuation_date"
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}
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]
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},
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{
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"id": 8,
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"title": "Per-account stacked — total value",
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"description": "Stacked area showing each account's contribution to total net worth over time. Useful for spotting which account drives the trajectory.",
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"fillOpacity": 70,
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"axisPlacement": "auto",
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"stacking": {"group": "A", "mode": "normal"}
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}
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},
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"options": {
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"legend": {"calcs": ["last"], "displayMode": "table", "placement": "bottom"},
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"tooltip": {"mode": "multi", "sort": "desc"}
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},
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"targets": [
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{
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"refId": "A",
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"rawQuery": true,
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"editorMode": "code",
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"format": "time_series",
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"rawSql": "SELECT d.valuation_date::timestamp AS \"time\", a.name AS metric, d.total_value AS value FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE $__timeFilter(d.valuation_date) ORDER BY d.valuation_date, a.name"
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}
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||
]
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},
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{
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"id": 9,
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"title": "Cash vs invested (stacked)",
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"description": "Daily breakdown of uninvested broker cash vs market value of investments. WORKPLACE_PENSION accounts (Fidelity) are reclassified entirely as invested — Wealthfolio dumps pension wrappers into cash_balance because it doesn't track the underlying fund holdings, but they are not actually cash.",
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"type": "timeseries",
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"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
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|
||
"showPoints": "never",
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||
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||
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|
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||
}
|
||
},
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{
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||
"matcher": {"id": "byName", "options": "cash"},
|
||
"properties": [
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||
{"id": "color", "value": {"mode": "fixed", "fixedColor": "#FADE2A"}},
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{"id": "displayName", "value": "Cash"}
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]
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||
},
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{
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"matcher": {"id": "byName", "options": "invested"},
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"properties": [
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{"id": "color", "value": {"mode": "fixed", "fixedColor": "#56A64B"}},
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{"id": "displayName", "value": "Invested"}
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]
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||
}
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||
]
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||
},
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||
"options": {
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||
"legend": {"calcs": ["last"], "displayMode": "table", "placement": "bottom"},
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||
"tooltip": {"mode": "multi", "sort": "desc"}
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||
},
|
||
"targets": [
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||
{
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||
"refId": "A",
|
||
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
|
||
"rawQuery": true,
|
||
"editorMode": "code",
|
||
"format": "time_series",
|
||
"rawSql": "SELECT d.valuation_date::timestamp AS \"time\", SUM(CASE WHEN a.account_type = 'WORKPLACE_PENSION' THEN 0 ELSE d.cash_balance END) AS cash, SUM(CASE WHEN a.account_type = 'WORKPLACE_PENSION' THEN d.cash_balance + d.investment_market_value ELSE d.investment_market_value END) AS invested FROM daily_account_valuation d JOIN accounts a ON a.id = d.account_id WHERE $__timeFilter(d.valuation_date) GROUP BY d.valuation_date ORDER BY d.valuation_date"
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||
}
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||
]
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||
},
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||
{
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||
"id": 10,
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"title": "Activity log",
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"description": "Recent activities (BUY / SELL / DEPOSIT / WITHDRAWAL / DIVIDEND / etc.) across all accounts. Limited to 100 most recent.",
|
||
"type": "table",
|
||
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
|
||
"gridPos": {"h": 14, "w": 24, "x": 0, "y": 45},
|
||
"fieldConfig": {
|
||
"defaults": {
|
||
"custom": {"align": "auto", "displayMode": "auto"}
|
||
},
|
||
"overrides": [
|
||
{
|
||
"matcher": {"id": "byName", "options": "amount"},
|
||
"properties": [{"id": "unit", "value": "currencyGBP"}]
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||
}
|
||
]
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||
},
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||
"options": {
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||
"cellHeight": "sm",
|
||
"footer": {"show": false}
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||
},
|
||
"targets": [
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||
{
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||
"refId": "A",
|
||
"datasource": {"type": "grafana-postgresql-datasource", "uid": "wealth-pg"},
|
||
"rawQuery": true,
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||
"editorMode": "code",
|
||
"format": "table",
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||
"rawSql": "SELECT a.activity_date AS \"date\", acc.name AS \"account\", a.activity_type AS \"type\", a.asset_id AS \"asset\", a.quantity AS \"qty\", a.unit_price AS \"unit_price\", a.amount AS \"amount\", a.currency AS \"ccy\", a.notes AS \"notes\" FROM activities a LEFT JOIN accounts acc ON acc.id = a.account_id WHERE $__timeFilter(a.activity_date) ORDER BY a.activity_date DESC LIMIT 100"
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||
}
|
||
]
|
||
}
|
||
],
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||
"refresh": "5m",
|
||
"schemaVersion": 39,
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||
"tags": ["finance", "personal", "wealth"],
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||
"templating": {"list": []},
|
||
"time": {"from": "now-5y", "to": "now"},
|
||
"timepicker": {},
|
||
"timezone": "browser",
|
||
"title": "Wealth",
|
||
"uid": "wealth",
|
||
"version": 1
|
||
}
|