Imported from harshsinha-12/pms (web/AGENTS.md). Install upstream with npx skills add harshsinha-12/pms --skill web. Copyright stays with the author.

Prototype Instructions

Run the local server yourself and open the preview in the browser available to this environment. Do not give the user server-start instructions when you can run it.

Before making substantial visual changes, use the Product Design plugin's get-context skill when the visual source is unclear or no longer matches the current goal. When the user gives durable prototype-specific design feedback, preferences, or decisions, record them in AGENTS.md.

When implementing from a selected generated mock, treat that image as the source of truth for layout, component anatomy, density, spacing, color, typography, visible content, and hierarchy.

Build app UI in src/. Keep .openai/hosting.json, worker/index.js, scripts/prepare-sites-build.mjs, and tests/sites-worker.test.mjs intact so the same local prototype can be handed to Sites. Before a Sites handoff, run npm run build and npm run test:sites; the build must leave dist/client/index.html, dist/server/index.js, and dist/.openai/hosting.json.

Selected prototype direction

• On 2026-07-22, the selected source-of-truth mock established a warm ivory dashboard with forest-green accents, an editorial serif portfolio value, a compact left navigation, a wide daily portfolio chart, a dense holdings table, and a right-side allocation and returns rail.
• Preserve the calm, wealth-management tone, generous whitespace, fine rules, restrained shadows, and data-first hierarchy when extending the prototype.
• Keep portfolio actions explicit and quiet: solid green for the primary add action, text/icon treatments for refresh and secondary actions, and right-side drawers for focused add/edit and transaction workflows.
• Transactions can be edited from the Transactions drawer (any record) or via Edit latest transaction on a holding row. After editing from the list, return to the Transactions drawer.
• On 2026-08-09, benchmark comparison was defined as relative return over the selected period, not a raw Nifty index level plotted against portfolio value; chart tooltips must explain the comparison without overflowing, and date-range controls should use a clear compact segmented state.
• On 2026-08-10, asset allocation treats the INR-listed MAFANG.NS and MONQ50.NS positions as US Investments; other INR ETFs are presented as Commodities for the current portfolio because those positions are predominantly gold and silver ETFs.
• On 2026-08-17, Gains & losses shows a signed percentage next to each P&L amount: unrealized and realized versus remaining invested cost, total versus the portfolio all-time return.
• On 2026-08-31, Asset allocation shows Commodities as its own slice (gold/silver ETFs, commodity-sector holdings, and other INR ETFs except MAFANG.NS / MONQ50.NS) with the percentage in the legend. The holdings table includes Today % and Today value columns from previous close / day P&L.
• On 2026-09-01, Asset allocation is the three-way split Indian Stocks / Commodities / US Investments. The Commodities percentage is taken from the Sector view so the slice cannot disappear when gold and silver holdings are stored as stocks.