Commit Graph

18 Commits

Author SHA1 Message Date
Carlos Escalante
1b90f0c70a Add Pensions page with fund overview, growth chart, and projections
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-28 18:13:52 -06:00
Carlos Escalante
bd1346f9da Exclude DEPOSITO transactions from budget projections
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Salary deposits were being counted as expenses in uncovered actuals,
causing negative balances. DEPOSITO transactions are income tracked
separately in the Salarios page.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 23:29:45 -06:00
Carlos Escalante
9cfa1c4eb1 Add DEPOSITO transaction type and Salarios page
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New TransactionType.DEPOSITO for salary deposits from n8n/Gmail flow.
New /salarios endpoint with summary. New top-level Salarios page with
DataTable and summary cards. Push notifications link to /salarios for
deposits.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 22:57:41 -06:00
Carlos Escalante
8d76059ae8 Add budget module and push notifications for transactions
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Budget: recurring items CRUD, yearly/monthly projections with no-double-count
logic, and full UI (overview, monthly detail, recurring items manager).

Push notifications: Web Push via VAPID keys, triggered on transaction creation
from n8n. Includes service worker handlers, frontend subscription flow, and
a test button on the Dashboard (temporary).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-26 22:28:14 -06:00
Carlos Escalante
2cd0d3b2e1 Migrate all components and pages to shadcn/ui with DataTable
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Replace custom markup across all pages and components with shadcn/ui
primitives (Dialog, Sheet, Select, Card, Tabs, etc.). Add reusable
DataTable component powered by @tanstack/react-table with sortable
column headers and client-side pagination. Introduce TransactionList
with responsive mobile cards and desktop DataTable, dashboard section
customization (DashboardSection, SectionConfigDialog), and settings
API types.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 14:45:44 -06:00
Carlos Escalante
46f2d8679c Add shadcn/ui design system, theme, and base components
Install shadcn/ui with base-nova style, tailwind-merge, tw-animate-css,
and font packages. Add oklch-based light/dark theme in index.css and
17 base UI components (button, card, dialog, table, tabs, etc.) plus
shared lib utilities (format, colors, cn) and useSettings hook.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 14:45:33 -06:00
Carlos Escalante
4d468036c6 Add user settings endpoint and exchange rate fallback APIs
Backend now stores user settings (dashboard config) in a JSONB column and
exposes CRUD via /settings/. Exchange rate service gains multiple fallback
providers (ExchangeRate-API, currency-api, FloatRates) so USD/CRC rates
stay available when BCCR is down.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-22 14:45:20 -06:00
Carlos Escalante
58ab395d95 Remove one-time DB reset step from deploy workflow
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 18:33:51 -06:00
Carlos Escalante
0a8e00e227 Add accounts expansion, analytics, exchange rates, API tokens, PWA support, and UI overhaul
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- Expand Account model with account_type (pension, savings, liability, crypto), new banks/currencies (BTC, XMR, FCL, ROP, VOL, MEMP, MPAT, MORTGAGE), and next_payment field
- Add exchange rate endpoint (BCCR integration), analytics endpoint, paste-import for transactions, and API token management
- Add PWA manifest, service worker, and app icons
- Redesign dashboard, transactions, transfers, and login pages with theme support
- Add billing cycle selector, confirm dialog, and paste import modal components
- One-time DB reset in deploy workflow for schema migration

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 18:23:47 -06:00
Carlos Escalante
1257b0dd61 Fix: use specific container name for API proxy to avoid collision
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 11:43:54 -06:00
Carlos Escalante
c994f06106 Fix: strip leading whitespace from .env.prod in deploy workflow
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 11:41:41 -06:00
Carlos Escalante
a0a8f4eeaa Fix: add axios to pnpm-lock.yaml for Docker build
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 11:39:31 -06:00
Carlos Escalante
13161b8e49 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>
2026-03-21 11:33:38 -06:00
Carlos Escalante
cfd2eba849 Update hero description with expanded copy
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 09:46:13 -06:00
Carlos Escalante
570be71ac0 Fix domain: wealthy → wealth.cescalante.dev
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 09:40:54 -06:00
Carlos Escalante
19612ac6ef Add CLAUDE.md project guide
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 09:37:05 -06:00
Carlos Escalante
750d54faa7 Add landing page, Docker setup, and CI/CD pipeline
React + Vite + TypeScript + Tailwind frontend with landing page,
Docker Compose for dev and prod (nginx-proxy integration),
and Gitea Actions workflow for automated deployment.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-21 09:06:14 -06:00
Carlos Escalante
fe740d1ae9 Initial commit 2026-03-21 08:30:01 -06:00