Every page now goes through TanStack Query with cancellation,
placeholder data on filter changes, and a visible ErrorState with retry
instead of console.error/silent-empty rendering (FE-02, UX-02).
Analytics keeps the trend query on its own key so cycle changes don't
refetch it. Pensions/Servicios upload-triggered refreshes are bounded
by the api-level 30s timeout (FE-05); pension upload results cap at 10
rows with an overflow note (FE-19). Note: the Pensions ROI fallback
already guarded short chart data — FE-04 was already handled.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
QueryClientProvider (30s staleTime, 1 retry) + Sonner Toaster at the
root. api.ts gains AbortSignal support and a default 30s timeout
(FE-24); query cancellation kills the stale-response races (FE-01,
FE-03). useBudget is now queries + mutations with targeted ['budget']
invalidation and success/error toasts on every mutation (ARCH-13,
UX-01); month navigation keeps the previous month visible while
fetching. Budget's transaction list is a cancellable query with
placeholder data; deferred-toggle gets feedback (UX-05); both panels
render a shared ErrorState with retry instead of failing silently.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
analytics.py filters by TransactionType.COMPRA instead of the string
literal; budget.py uses keyword HTTPException args; the agent
middleware parses cookies with stdlib SimpleCookie instead of a regex
(ARCH-10); auth.py's lazy imports are hoisted — there was never an
actual auth/db cycle (ARCH-20); transactions.py hoists or_/and_.
Verified: dev container boots, agent auth paths return 401 for
missing/garbage cookies.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Exchange-rate fetchers log every source failure instead of silently
passing (BE-18); the rate tool exposes fetched_at so staleness is
visible (BE-20). Agent: unbound-session failures raise a clear
RuntimeError (BE-12); net worth converts via get_crc_multipliers with
last-known fallbacks instead of a hardcoded 600 CRC / 1.08 EUR guess,
and reports accounts it cannot convert rather than inventing numbers
(BE-24); budget tool enforces MIN/MAX_YEAR (BE-16); municipal receipts
gain offset paging (BE-17); category analytics prefetches names; the
module docstring pins the read-only tool policy (SEC-09). Note: the
refresh loop never swallowed CancelledError (BaseException since 3.8) —
ARCH-08 was a false positive.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
read_pdf_upload() bounds reads at 10 MB and requires the %PDF magic
before anything reaches pdftotext (SEC-06); rejections land in the
per-file errors list with the filename. Parsing now runs via
asyncio.to_thread so a slow PDF no longer blocks the event loop for up
to 30s (BE-14). Review notes: temp files were already context-managed
(BE-09 overstated) and the pension batch already commits atomically
(BE-10 overstated). 69 tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- FK rules via migration 7884505b16b3 (verified on dev with a rolled-
back probe): transactions/recurring items SET NULL on category delete
(this also fixes the 500 that DELETE /categories raised for in-use
categories), water readings CASCADE with their receipt. Models declare
ondelete to stay in sync. (ARCH-09, BE-11)
- compute_actuals_by_source: 3 grouped queries replace 10 single-
aggregate round-trips; behavior pinned by the existing cycle suite.
(BE-21)
- compute_cc_by_category prefetches category names (ARCH-15); agent
pension latest-per-fund resolved in SQL (BE-04); municipal water
consumption batched into one grouped query (BE-05).
- Deterministic pagination: date DESC, id DESC on all transaction
listings. (ARCH-12)
- New agent-tool tests (session binding, JSON-safe output, batched
queries): 64 tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Models use Money = Annotated[Decimal, PlainSerializer(float)] so storage
is exact NUMERIC(15,2) (rates 15,6) while JSON keeps emitting plain
numbers — the frontend contract is unchanged, pinned by
test_models_serialization.py. Service layers coerce to float at their
boundaries (projection math, rate multipliers, agent tool output, the
savings constants become Decimal) so no naive Decimal/float mixing can
raise. Migration 7f567c8bafdb applied to dev: per-row values and the
table sum byte-identical before/after; endpoints verified live on the
new schema. 59/59 tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
The new test job runs the 55-test pytest suite and pnpm typecheck
before the deploy job (needs: test) — a red suite now blocks prod.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- ui/chart.tsx: recharts 3 stopped exposing tooltip/legend content props
on its public types; declare the ChartPayloadItem shape we consume
- base-ui Select onValueChange passes string|null: guard null in
BillingCycleSelector, PasteImportModal, TransactionModal
- type the untyped api.get calls (cycles, categories)
- push-notifications: back the VAPID key with an explicit ArrayBuffer
so it satisfies BufferSource under TS 5.9
Unblocks gating CI on pnpm typecheck.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
The baseline (c3da001a0eb3) was autogenerated against an empty Postgres
and schema-diffed against the live dev schema until column-identical
(two model fixes fell out: deferred_to_next_cycle now declares its
server_default, usersettings.data is JSONB on Postgres to match the
live type). Startup replaces init_db/run_migrations with
run_alembic_upgrade(): pre-Alembic databases that already match the
baseline are adopted via stamp; fresh databases build from the
migration. The section is serialized with a pg advisory lock because
prod uvicorn runs 2 workers, each executing the lifespan. Verified:
adoption + idempotent re-run on the dev DB, fresh 13-table build on an
empty DB, full container boot, 55/55 tests. (ARCH-02, BE-19)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Covers: billing-cycle characterization (the BE-06 convention, boundary
instants, year wraps, deferred transactions), projection engine
(recurring schedules, no-double-count, cumulative balances, overrides,
fresh start), auth (JWT roundtrip/expiry, API tokens, constant-time
creds, rate-limit window), fail-fast settings, and the BAC paste
parser. SQLite in-memory fixtures, exchange rates pinned — no network.
Also doubles as the float-behavior baseline for the Phase 2 Decimal
migration (plan 1.5). config.py moves to SettingsConfigDict to clear
the pydantic deprecation warning from test output.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
All 29 call sites now use app.timeutil.utcnow(), which returns naive
UTC via the non-deprecated API. Semantics are unchanged on purpose:
every datetime column is TIMESTAMP WITHOUT TIME ZONE, so going aware
here would poison naive/aware comparisons. The TIMESTAMPTZ migration
(Phase 2) now has a single place to change. (BE-01)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Review finding BE-06 (suspected off-by-one in get_cycle_range) is a
FALSE POSITIVE: budget month M composes get_previous_cycle with
get_cycle_range to cover [(M-1)/18, M/18), matching both the code
comment and the frontend convention. Verified against prod data: May
2026 cycle-window SQL sum matches the API (95 txs exactly, refunds to
the colón, 0.13%% delta from one EUR tx). The docstring now spells out
the labeling convention, and month is validated 1-12 (BE-07).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
The Docker build's unpinned corepack resolved a newer pnpm that hard-
errors on unreviewed dependency build scripts (ERR_PNPM_IGNORED_BUILDS),
failing deploy task 80. Pin packageManager to the locally-verified
pnpm 10.33.1 and review the build scripts: @swc/core and esbuild are
approved (vite needs their native binaries), @scarf/scarf is ignored.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Every response gets X-Frame-Options, X-Content-Type-Options, and
Referrer-Policy (SEC-07/FE-08). Backend proxy failures now return a
logged 502 instead of an opaque uncaught error (FE-23).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Both login endpoints now share verify_admin_credentials (hmac
compare_digest, SEC-02) and a 5/min/IP sliding-window rate limit that
returns 429 with Retry-After (SEC-03). CORS is pinned to the prod
domain and localhost dev origins instead of '*' (SEC-04). The session
cookie's Secure flag is driven by COOKIE_SECURE instead of hardcoded
false (SEC-08).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
SECRET_KEY, ADMIN_USERNAME, and ADMIN_PASSWORD no longer have working
defaults: the backend refuses to boot if they are unset, default, or
weak (SEC-01). Token expiry drops from 30 to 7 days (SEC-05). New
COOKIE_SECURE (default true) and CORS_ORIGINS settings. Dev compose now
sources credentials from .env with required-var errors instead of
hardcoding them (ARCH-14); .env.example documents the template.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
SQLModel enum columns need col() to expose SQLAlchemy operators like
notin_. Without it the agent tool raised at query build time and the
chat card flashed away.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The 'last N transactions' answer was including salary deposits, which the
user reads as expense activity. Filter income types out at the query level.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Backend was hitting OpenAI with no key (401) because the deploy workflow
never wrote OPENAI_API_KEY into .env.prod. Add it plus AGENT_MODEL.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
In production the browser talks to the Hono server, which only proxied
/api/copilotkit/*. All other /api/* requests hit the SPA static fallback
and got index.html back. Forward /api/v1/* and /api/auth/* to BACKEND_URL.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Frontend joins both wealthysmart-network-prod and nginx-prod-network
(needed for nginx-proxy reverse proxy + TLS). Another container on
nginx-prod-network is named "backend" too (receipts-backend-prod),
so DNS resolved "backend" to a sibling app and the agent endpoint
returned 404. Pin the agent/backend URLs to the unique container
name wealthysmart-backend-prod.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Runner stage was invoking `tsx server.ts` via sh, which doesn't
have node_modules/.bin on PATH, so the container crash-looped with
"tsx: not found" (502 at the edge). Use the absolute binary path
instead.
Also caps the Vite build's V8 heap to 1.5 GB so a future build on
the 4-core / 8 GB VPS can't OOM-kill neighbouring services.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The production SSH alias is old-vps; the placeholder "production"
alias does not exist. Also captures research findings on theming
the A2UI basic catalog without overriding component internals,
for later reference.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Repoints imports at the relocated lib/api and src/contexts modules,
and refreshes Layout + Login alongside the rest of the migration.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tailwind variants like data-horizontal and group-data-horizontal
never match the data-orientation=horizontal attribute Base UI
emits, so the flex layout collapsed and TabsList stretched
vertically. Switch to data-[orientation=...] selectors that
actually fire.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the blank flash on the budget detail tab with skeleton
placeholders that mirror the final card layout, so the page no
longer shifts when the API returns.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wires CopilotKit v2 chat into the SPA as the Asistente page,
declares a render_spending_summary action backed by a custom
SpendingSummaryCard, and configures static suggestions shown
before the first message.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Backend now exposes /api/auth/login + /api/auth/logout setting an
httpOnly ws_token cookie, and get_current_user accepts either the
cookie (SPA) or a Bearer token (n8n/CLI). AuthContext probes the
cookie via /api/v1/auth/me. Dockerfiles and compose files updated
for the new agent service deps and CopilotKit dev sidecar.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Wires up an OpenAI-backed MAF agent that exposes WealthySmart
data through tool calls (recent transactions, cycle summary,
analytics, pensions). Pulls in agent-framework + AG-UI adapter
+ OpenAI client deps.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the Next.js scaffold with a Vite SPA paired with a Hono
sidecar that hosts the CopilotKit runtime and proxies AG-UI traffic
to the MAF backend. Adds dev/prod Dockerfile, .dockerignore,
.gitignore, pnpm workspace config, and updates entrypoints
(main.tsx / App.tsx / index.css / index.html) plus the service
worker accordingly.
Server middleware reconciles MAF MESSAGES_SNAPSHOT id mismatches
so post-tool-call assistant text doesn't render twice, suppresses
duplicate text emitted alongside render tools, and strips OpenAI
training-token leaks from streamed deltas.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Removes Dashboard / Transactions / Transfers pages, the section
configuration UI, the legacy useSettings hook, and the standalone
PrivacyContext/ThemeContext modules. Privacy/theme contexts now live
under src/contexts/ and the API helper / push-notifications module
move under src/lib/.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Salary/deposit transactions were showing in the "Efectivo y
Transferencias" tab on the Budget page with a negative sign,
which is confusing since that view is for expenses only.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Ahorro was already deducted from gross salary so displaying it in
budget projections was misleading. This removes the Ahorro card,
summary line, Proyecciones column, and Ahorro Anual card from the UI,
and strips all savings fields from budget API responses.
Adds SALARY TransactionType so salary deposits can be distinguished
from generic DEPOSITO transfers. When a SALARY transaction arrives,
the system auto-increments MEMP and MPAT savings account balances
(+200K CRC each) once per month via an idempotent accrual log.
New CRUD endpoints at /api/v1/savings-accrual/ allow manual correction
of the accrual history. Feb+Mar 2026 are seeded as historical baseline.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Budget/transactions/salarios totals summed Transaction.amount directly,
so USD/EUR entries were treated as CRC and effectively disappeared from
the dashboard (the analytics fix in 9a80f2a only covered analytics).
Adds a shared get_converted_amount_expr() helper driven by the full
Currency enum — USD/EUR via ExchangeRate-API, BTC/XMR via CoinGecko —
and wires it into every func.sum(Transaction.amount) site.
Also starts a background task in the FastAPI lifespan that force-refreshes
every currency 4x/day, persisting USD to the DB and updating in-memory
caches for the rest. Failures are swallowed per-currency so a CoinGecko
outage cannot take out USD/EUR, and the last-known rate is always retained.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
All three analytics endpoints (by-category, monthly-trend, daily-spending)
now convert foreign currency amounts to CRC using current exchange rates.
EUR/CRC rate derived from ExchangeRate-API (USD-based cross rate).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Fix SQLAlchemy case() import in monthly-trend endpoint. Add
data-sensitive attributes to Analytics charts and tables for privacy
blur. Add scripts/sync-db.sh for one-click prod-to-local PostgreSQL
sync. Remove SQLite artifacts from gitignore.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Drop axios dependency in favor of a lightweight fetch-based client
that preserves the same { data: T } interface, keeping all 25
consumer files unchanged.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
