Add budget module: FastAPI backend + React frontend
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Backend: FastAPI + PostgreSQL with models for accounts, transactions,
and categories. Auto-categorization from merchant patterns, token auth,
CRUD endpoints, and seed data for 16 categories and 4 bank accounts.

Frontend: Login, Dashboard (account balances + recent charges),
Transactions (full CRUD table with search/filter), Cash & Transfers
view. Dark theme with emerald/cyan accents, responsive layout.

Infrastructure: Updated docker-compose for backend + db services,
nginx proxy config for API routing, deploy workflow with secrets.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Carlos Escalante
2026-03-21 11:33:38 -06:00
parent cfd2eba849
commit 13161b8e49
34 changed files with 1855 additions and 112 deletions

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import { NavLink, Outlet, useNavigate } from 'react-router-dom';
import {
LayoutDashboard,
CreditCard,
ArrowLeftRight,
LogOut,
Wallet,
Menu,
X,
} from 'lucide-react';
import { useState } from 'react';
import { useAuth } from '../AuthContext';
const navItems = [
{ to: '/', icon: LayoutDashboard, label: 'Dashboard' },
{ to: '/transactions', icon: CreditCard, label: 'Transactions' },
{ to: '/transfers', icon: ArrowLeftRight, label: 'Cash & Transfers' },
];
export default function Layout() {
const { logout } = useAuth();
const navigate = useNavigate();
const [mobileOpen, setMobileOpen] = useState(false);
const handleLogout = () => {
logout();
navigate('/login');
};
return (
<div className="min-h-screen bg-slate-950 text-white">
{/* Top bar */}
<header className="border-b border-slate-800/60 backdrop-blur-sm sticky top-0 z-50 bg-slate-950/90">
<div className="max-w-7xl mx-auto px-4 sm:px-6 py-3 flex items-center justify-between">
<div className="flex items-center gap-2.5">
<div className="w-8 h-8 rounded-lg bg-gradient-to-br from-emerald-400 to-cyan-400 flex items-center justify-center">
<Wallet className="w-4 h-4 text-slate-950" strokeWidth={2.5} />
</div>
<span className="text-lg font-bold tracking-tight hidden sm:inline">
Wealthy<span className="text-emerald-400">Smart</span>
</span>
</div>
{/* Desktop nav */}
<nav className="hidden md:flex items-center gap-1">
{navItems.map(({ to, icon: Icon, label }) => (
<NavLink
key={to}
to={to}
end={to === '/'}
className={({ isActive }) =>
`flex items-center gap-2 px-4 py-2 rounded-lg text-sm font-medium transition-colors ${
isActive
? 'bg-emerald-500/10 text-emerald-400'
: 'text-slate-400 hover:text-white hover:bg-slate-800/50'
}`
}
>
<Icon className="w-4 h-4" />
{label}
</NavLink>
))}
</nav>
<div className="flex items-center gap-2">
<button
onClick={handleLogout}
className="hidden md:flex items-center gap-2 text-slate-500 hover:text-slate-300 text-sm transition-colors"
>
<LogOut className="w-4 h-4" />
</button>
<button
onClick={() => setMobileOpen(!mobileOpen)}
className="md:hidden text-slate-400"
>
{mobileOpen ? <X className="w-5 h-5" /> : <Menu className="w-5 h-5" />}
</button>
</div>
</div>
{/* Mobile nav */}
{mobileOpen && (
<div className="md:hidden border-t border-slate-800/60 px-4 pb-4 space-y-1">
{navItems.map(({ to, icon: Icon, label }) => (
<NavLink
key={to}
to={to}
end={to === '/'}
onClick={() => setMobileOpen(false)}
className={({ isActive }) =>
`flex items-center gap-3 px-4 py-3 rounded-lg text-sm font-medium transition-colors ${
isActive
? 'bg-emerald-500/10 text-emerald-400'
: 'text-slate-400 hover:text-white hover:bg-slate-800/50'
}`
}
>
<Icon className="w-4 h-4" />
{label}
</NavLink>
))}
<button
onClick={handleLogout}
className="flex items-center gap-3 px-4 py-3 rounded-lg text-sm font-medium text-slate-400 hover:text-white hover:bg-slate-800/50 w-full"
>
<LogOut className="w-4 h-4" />
Sign out
</button>
</div>
)}
</header>
<main className="max-w-7xl mx-auto px-4 sm:px-6 py-6">
<Outlet />
</main>
</div>
);
}

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import { useEffect, useState } from 'react';
import { X } from 'lucide-react';
import api, { type Category, type Transaction } from '../api';
interface Props {
transaction?: Transaction | null;
source: 'CREDIT_CARD' | 'CASH' | 'TRANSFER';
onClose: () => void;
onSaved: () => void;
}
export default function TransactionModal({ transaction, source, onClose, onSaved }: Props) {
const [categories, setCategories] = useState<Category[]>([]);
const [form, setForm] = useState({
merchant: '',
amount: '',
currency: 'CRC',
date: new Date().toISOString().slice(0, 16),
transaction_type: 'COMPRA',
source,
bank: 'BAC',
city: '',
card_type: '',
card_last4: '',
notes: '',
category_id: '' as string | number,
});
const [saving, setSaving] = useState(false);
useEffect(() => {
api.get('/categories/').then((r) => setCategories(r.data));
}, []);
useEffect(() => {
if (transaction) {
setForm({
merchant: transaction.merchant,
amount: String(transaction.amount),
currency: transaction.currency,
date: transaction.date.slice(0, 16),
transaction_type: transaction.transaction_type,
source: transaction.source as typeof source,
bank: transaction.bank,
city: transaction.city || '',
card_type: transaction.card_type || '',
card_last4: transaction.card_last4 || '',
notes: transaction.notes || '',
category_id: transaction.category_id || '',
});
}
}, [transaction]);
const handleSubmit = async (e: React.FormEvent) => {
e.preventDefault();
setSaving(true);
try {
const payload = {
...form,
amount: parseFloat(form.amount),
category_id: form.category_id ? Number(form.category_id) : null,
city: form.city || null,
card_type: form.card_type || null,
card_last4: form.card_last4 || null,
notes: form.notes || null,
};
if (transaction) {
await api.patch(`/transactions/${transaction.id}`, payload);
} else {
await api.post('/transactions/', payload);
}
onSaved();
onClose();
} catch (err) {
console.error(err);
} finally {
setSaving(false);
}
};
const inputClass =
'w-full bg-slate-900 border border-slate-800 rounded-lg px-3 py-2.5 text-sm text-white placeholder-slate-600 focus:outline-none focus:border-emerald-500/50 focus:ring-1 focus:ring-emerald-500/20 transition-colors';
const labelClass = 'block text-xs font-medium text-slate-400 mb-1 uppercase tracking-wider';
return (
<div className="fixed inset-0 z-50 flex items-center justify-center bg-black/60 backdrop-blur-sm p-4">
<div className="bg-slate-900 border border-slate-800 rounded-xl w-full max-w-lg max-h-[90vh] overflow-y-auto">
<div className="flex items-center justify-between px-5 py-4 border-b border-slate-800/60">
<h3 className="font-semibold">
{transaction ? 'Edit Transaction' : 'New Transaction'}
</h3>
<button onClick={onClose} className="text-slate-500 hover:text-white transition-colors">
<X className="w-5 h-5" />
</button>
</div>
<form onSubmit={handleSubmit} className="p-5 space-y-4">
<div className="grid grid-cols-2 gap-4">
<div className="col-span-2">
<label className={labelClass}>Merchant</label>
<input
className={inputClass}
value={form.merchant}
onChange={(e) => setForm({ ...form, merchant: e.target.value })}
placeholder="e.g. AUTO MERCADO ON LINE"
required
/>
</div>
<div>
<label className={labelClass}>Amount</label>
<input
className={inputClass}
type="number"
step="0.01"
value={form.amount}
onChange={(e) => setForm({ ...form, amount: e.target.value })}
placeholder="0.00"
required
/>
</div>
<div>
<label className={labelClass}>Currency</label>
<select
className={inputClass}
value={form.currency}
onChange={(e) => setForm({ ...form, currency: e.target.value })}
>
<option value="CRC">CRC ()</option>
<option value="USD">USD ($)</option>
</select>
</div>
<div>
<label className={labelClass}>Date</label>
<input
className={inputClass}
type="datetime-local"
value={form.date}
onChange={(e) => setForm({ ...form, date: e.target.value })}
required
/>
</div>
<div>
<label className={labelClass}>Type</label>
<select
className={inputClass}
value={form.transaction_type}
onChange={(e) => setForm({ ...form, transaction_type: e.target.value })}
>
<option value="COMPRA">Compra</option>
<option value="DEVOLUCION">Devolución</option>
</select>
</div>
<div>
<label className={labelClass}>Category</label>
<select
className={inputClass}
value={form.category_id}
onChange={(e) => setForm({ ...form, category_id: e.target.value })}
>
<option value="">Auto-detect</option>
{categories.map((c) => (
<option key={c.id} value={c.id}>
{c.name}
</option>
))}
</select>
</div>
<div>
<label className={labelClass}>Bank</label>
<select
className={inputClass}
value={form.bank}
onChange={(e) => setForm({ ...form, bank: e.target.value })}
>
<option value="BAC">BAC</option>
<option value="BCR">BCR</option>
<option value="DAVIVIENDA">Davivienda</option>
</select>
</div>
<div>
<label className={labelClass}>City</label>
<input
className={inputClass}
value={form.city}
onChange={(e) => setForm({ ...form, city: e.target.value })}
placeholder="SAN JOSE, Costa Rica"
/>
</div>
{source === 'CREDIT_CARD' && (
<>
<div>
<label className={labelClass}>Card Type</label>
<input
className={inputClass}
value={form.card_type}
onChange={(e) => setForm({ ...form, card_type: e.target.value })}
placeholder="MASTER"
/>
</div>
<div>
<label className={labelClass}>Card Last 4</label>
<input
className={inputClass}
value={form.card_last4}
onChange={(e) => setForm({ ...form, card_last4: e.target.value })}
placeholder="6585"
maxLength={4}
/>
</div>
</>
)}
<div className="col-span-2">
<label className={labelClass}>Notes</label>
<input
className={inputClass}
value={form.notes}
onChange={(e) => setForm({ ...form, notes: e.target.value })}
placeholder="Optional notes"
/>
</div>
</div>
<div className="flex gap-3 pt-2">
<button
type="button"
onClick={onClose}
className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium text-slate-400 border border-slate-800 hover:bg-slate-800/50 transition-colors"
>
Cancel
</button>
<button
type="submit"
disabled={saving}
className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium bg-emerald-500 hover:bg-emerald-400 text-slate-950 transition-colors disabled:opacity-50"
>
{saving ? 'Saving...' : transaction ? 'Update' : 'Create'}
</button>
</div>
</form>
</div>
</div>
);
}