Add INVESTMENT account type with manual portfolio value recording

prisma/schema.prisma

@@ -21,6 +21,7 @@ model User {
 enum AccountType {
   BANK
   CREDIT_CARD
+  INVESTMENT
 }
 
 model Account {

src/app/(app)/dashboard/page.tsx

@@ -68,7 +68,7 @@ export default async function DashboardPage({ searchParams }: { searchParams: Se
 
   if (isCurrentMonth) {
     const accounts = await prisma.account.findMany({
-      where: { userId, isActive: true, type: 'BANK' },
+      where: { userId, isActive: true, type: { in: ['BANK', 'INVESTMENT'] } },
       select: { id: true, name: true, currentBalanceCents: true },
       orderBy: { name: 'asc' },
     })
@@ -80,7 +80,7 @@ export default async function DashboardPage({ searchParams }: { searchParams: Se
       FROM "BalanceSnapshot" bs
       JOIN "Account" a ON bs."accountId" = a.id
       WHERE a."userId" = ${userId}
-        AND a.type = 'BANK'
+        AND a.type IN ('BANK', 'INVESTMENT')
         AND bs.year = ${year}
         AND bs.month = ${month}
     `

src/app/api/accounts/[id]/record-value/route.ts

@@ -0,0 +1,44 @@
+import { NextResponse } from 'next/server'
+import { z } from 'zod'
+import { auth } from '@/lib/auth'
+import { prisma } from '@/lib/prisma'
+
+const schema = z.object({
+  valueCents: z.number().int(),
+  date: z.string().regex(/^\d{4}-\d{2}-\d{2}$/, 'Date must be YYYY-MM-DD'),
+})
+
+export async function POST(
+  req: Request,
+  { params }: { params: Promise<{ id: string }> },
+) {
+  const session = await auth()
+  if (!session?.user?.id) return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
+
+  const { id } = await params
+  const account = await prisma.account.findFirst({
+    where: { id, userId: session.user.id, type: 'INVESTMENT' },
+  })
+  if (!account) return NextResponse.json({ error: 'Account not found' }, { status: 404 })
+
+  const result = schema.safeParse(await req.json())
+  if (!result.success) return NextResponse.json({ error: result.error.flatten() }, { status: 400 })
+
+  const { valueCents, date } = result.data
+  const d = new Date(date + 'T12:00:00')
+  const year = d.getFullYear()
+  const month = d.getMonth() + 1
+
+  await prisma.account.update({
+    where: { id },
+    data: { currentBalanceCents: valueCents },
+  })
+
+  await prisma.balanceSnapshot.upsert({
+    where: { accountId_year_month: { accountId: id, year, month } },
+    update: { balanceCents: valueCents, computedAt: new Date() },
+    create: { accountId: id, year, month, balanceCents: valueCents },
+  })
+
+  return NextResponse.json({ ok: true })
+}

src/components/accounts/AccountBadge.tsx

@@ -2,9 +2,7 @@ import { Badge } from '@/components/ui/badge'
 import { AccountType } from '@/generated/prisma/client'
 
 export function AccountBadge({ type }: { type: AccountType }) {
-  return type === 'BANK' ? (
+  if (type === 'BANK') return <Badge variant="secondary">Bank</Badge>
-    <Badge variant="secondary">Bank</Badge>
+  if (type === 'INVESTMENT') return <Badge variant="secondary" className="bg-blue-100 text-blue-800 dark:bg-blue-900 dark:text-blue-200">Investment</Badge>
-  ) : (
+  return <Badge variant="outline">Credit Card</Badge>
-    <Badge variant="outline">Credit Card</Badge>
-  )
 }

src/components/accounts/AccountCard.tsx

@@ -9,14 +9,16 @@ import {
   DropdownMenu, DropdownMenuContent, DropdownMenuItem, DropdownMenuSeparator,
   DropdownMenuTrigger,
 } from '@/components/ui/dropdown-menu'
-import { MoreHorizontal, Pencil, Trash2, EyeOff, Eye } from 'lucide-react'
+import { MoreHorizontal, Pencil, Trash2, EyeOff, Eye, TrendingUp } from 'lucide-react'
 import { AccountBadge } from './AccountBadge'
 import { CreateAccountDialog } from './CreateAccountDialog'
+import { RecordValueDialog } from './RecordValueDialog'
 import { formatCents } from '@/lib/utils/currency'
 
 export function AccountCard({ account }: { account: Account }) {
   const router = useRouter()
   const [editOpen, setEditOpen] = useState(false)
+  const [recordOpen, setRecordOpen] = useState(false)
 
   async function handleToggleActive() {
     await fetch(`/api/accounts/${account.id}`, {
@@ -56,9 +58,13 @@ export function AccountCard({ account }: { account: Account }) {
               </DropdownMenuTrigger>
               <DropdownMenuContent align="end">
                 <DropdownMenuItem onClick={() => setEditOpen(true)}>
-                  <Pencil className="h-4 w-4 mr-2" />
+                  <Pencil className="h-4 w-4 mr-2" />Edit
-                  Edit
                 </DropdownMenuItem>
+                {account.type === 'INVESTMENT' && (
+                  <DropdownMenuItem onClick={() => setRecordOpen(true)}>
+                    <TrendingUp className="h-4 w-4 mr-2" />Record value
+                  </DropdownMenuItem>
+                )}
                 <DropdownMenuItem onClick={handleToggleActive}>
                   {account.isActive
                     ? <><EyeOff className="h-4 w-4 mr-2" />Deactivate</>
@@ -87,11 +93,15 @@ export function AccountCard({ account }: { account: Account }) {
         </CardContent>
       </Card>
 
-      <CreateAccountDialog
+      <CreateAccountDialog open={editOpen} onOpenChange={setEditOpen} account={account} />
-        open={editOpen}
+      {account.type === 'INVESTMENT' && (
-        onOpenChange={setEditOpen}
+        <RecordValueDialog
-        account={account}
+          open={recordOpen}
+          onOpenChange={setRecordOpen}
+          accountId={account.id}
+          accountName={account.name}
         />
+      )}
     </>
   )
 }

src/components/accounts/CreateAccountDialog.tsx

@@ -93,6 +93,7 @@ export function CreateAccountDialog({ open, onOpenChange, account }: Props) {
               <SelectContent>
                 <SelectItem value="BANK">Bank</SelectItem>
                 <SelectItem value="CREDIT_CARD">Credit Card</SelectItem>
+                <SelectItem value="INVESTMENT">Investment</SelectItem>
               </SelectContent>
             </Select>
           </div>

src/components/accounts/RecordValueDialog.tsx

@@ -0,0 +1,77 @@
+'use client'
+
+import { useState } from 'react'
+import { useRouter } from 'next/navigation'
+import { Dialog, DialogContent, DialogHeader, DialogTitle, DialogFooter } from '@/components/ui/dialog'
+import { Input } from '@/components/ui/input'
+import { Label } from '@/components/ui/label'
+import { Button } from '@/components/ui/button'
+
+interface Props {
+  open: boolean
+  onOpenChange: (open: boolean) => void
+  accountId: string
+  accountName: string
+}
+
+export function RecordValueDialog({ open, onOpenChange, accountId, accountName }: Props) {
+  const router = useRouter()
+  const [value, setValue] = useState('')
+  const [date, setDate] = useState(() => new Date().toISOString().split('T')[0])
+  const [saving, setSaving] = useState(false)
+  const [error, setError] = useState('')
+
+  async function handleSubmit(e: React.FormEvent) {
+    e.preventDefault()
+    const num = parseFloat(value.replace(/[$,]/g, ''))
+    if (isNaN(num)) { setError('Enter a valid dollar amount'); return }
+    setError('')
+    setSaving(true)
+    const res = await fetch(`/api/accounts/${accountId}/record-value`, {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify({ valueCents: Math.round(num * 100), date }),
+    })
+    setSaving(false)
+    if (!res.ok) { setError('Failed to save. Please try again.'); return }
+    onOpenChange(false)
+    router.refresh()
+  }
+
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-sm">
+        <DialogHeader>
+          <DialogTitle>Record portfolio value — {accountName}</DialogTitle>
+        </DialogHeader>
+        <form onSubmit={handleSubmit} className="space-y-4 pt-1">
+          <div className="space-y-2">
+            <Label htmlFor="rv-value">Portfolio value</Label>
+            <Input
+              id="rv-value"
+              placeholder="e.g. 12500.00"
+              value={value}
+              onChange={(e) => setValue(e.target.value)}
+              required
+            />
+          </div>
+          <div className="space-y-2">
+            <Label htmlFor="rv-date">As of date</Label>
+            <Input
+              id="rv-date"
+              type="date"
+              value={date}
+              onChange={(e) => setDate(e.target.value)}
+              required
+            />
+          </div>
+          {error && <p className="text-sm text-destructive">{error}</p>}
+          <DialogFooter>
+            <Button type="button" variant="outline" onClick={() => onOpenChange(false)}>Cancel</Button>
+            <Button type="submit" disabled={saving}>{saving ? 'Saving…' : 'Save'}</Button>
+          </DialogFooter>
+        </form>
+      </DialogContent>
+    </Dialog>
+  )
+}

src/lib/validations/account.ts

@@ -3,7 +3,7 @@ import { z } from 'zod'
 export const createAccountSchema = z.object({
   name: z.string().min(1, 'Name is required').max(100),
   institution: z.string().max(100).optional(),
-  type: z.enum(['BANK', 'CREDIT_CARD']),
+  type: z.enum(['BANK', 'CREDIT_CARD', 'INVESTMENT']),
   currency: z.string().length(3).default('USD'),
 })