Financiamientos shows cuota progress as Progress bars; Sincronización
uses a single Card of Item rows; Items Recurrentes table wrapped in a
Card like every other table; both window.confirm sites replaced with
the app's ConfirmDialog.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
PageHeader on Budget, Proyecciones, Pensiones, Planificador,
Municipalidad, Sincronización, Financiamientos, Asistente. Pensiones
fund identity and Municipalidad meter/charge series now use the
validated chart tokens (color-mix for translucent fills). Planificador
stat cards on StatTile; deterministic chart rendering everywhere.
Municipalidad page title now matches its nav/breadcrumb label.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
lib/charts.ts centralizes the color system: fixed categorical slots
(never cycled, >5 folds into Otros, 'Sin categoría' reads neutral) and
color-mix ramps that stay correct in dark mode. Animations off so
charts render deterministically.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Categories fold into 'Otros' past 5 slots (fixed hue order, never
cycled); daily spending excludes future-dated Tasa Cero cuotas; rate
chart gets a legend; PageHeader with the cycle selector as action.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- PageHeader + StatTile standardize the four header and three stat-tile
variants found in the audit; Inicio and Salarios migrated as proof.
- chart tokens replaced with a teal-anchored categorical scale, CVD-
ordered and validated (six checks, light + dark surfaces).
- Registry adds: empty, field, item, spinner, progress, toggle-group,
input-group, popover, kbd (+ toggle dep).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Próximas cuotas: headline is the upcoming billing batch (sum of every
active plan's next cuota, using the rounding-absorbing last cuota
when it's the pending one) — the in-cycle formula was ~always zero
since cuotas bill on the 19th, day one of the next cycle.
- useAgent must name the 'wealthysmart' agent (default crashed the page).
- /transactions/recent excludes future-dated Tasa Cero cuotas.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Stat cards (gasto del ciclo, próximas cuotas Tasa Cero, pensión),
ask-the-assistant box that lands in Asistente and auto-sends via
agent.addMessage + runAgent, and últimas transacciones. Index route,
login redirects updated; Asistente stays at /asistente.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Toolbar (source tabs, search, CSV, add) and a summary strip (billing
cycle range, count, per-currency total) now live inside the table card
instead of five loose control rows. Cycle range 18-to-18 is finally
visible. Stray English strings translated; back-button spacing fixed.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The clicked year/month now travel in the navigation state; Budget
seeds useBudget with them instead of always defaulting to today.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
FCL projection target defaults to the next 5-year withdrawal window
(CURRENT_AGE + 5) rather than a fixed 35.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Violet 'Tasa Cero'/'Cuota' badges (anchor amount struck through like
deferred), convert/edit action on CC purchases with a live cuota
preview, and a Financiamientos page mirroring the bank's tab (progress,
monto cuota, saldo inicial/faltante, totals).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
New Planificador page: the current savings pace (prefilled from the
live budget projection's monthly net, editable) versus a scenario with
extra monthly savings, both compounded at a configurable annual rate
over a 1-40 year horizon — side-by-side totals and growth curves.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Analytics gains a 90-day USD/CRC buy/sell chart from the existing
history endpoint (wishlist: rate history). Pensiones gains a
Calculadora de Aporte: fund + target amount + target age → required
monthly contribution via the annuity future-value formula, using the
fund's live balance and configured rate (wishlist: contribution
calculator).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
One chevron component now drives year/month stepping in Budget and
Proyecciones (UX-03). Jumping from Proyecciones to a Budget month shows
a back affordance (UX-22). Water meters can be named (Casa, Cochera…)
via a settings-persisted dialog; the chart legend uses the names
(UX-24).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Per-fund contribution and annual-rate assumptions are now editable in a
Supuestos dialog on Pensiones and persisted server-side in UserSettings
so projections survive devices and reloads; saldo inicial keeps coming
from the latest snapshot (UX-12). The recurring-item dialog confirms
before discarding unsaved edits, with the dirty baseline computed from
the same values the populate effect sets (UX-06). Empty transaction
lists now offer an inline add button (UX-14).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Fund visibility toggles and the header privacy/theme buttons expose
aria-pressed (FE-16); deferred transactions render struck-through and
muted so the state is visible at a glance (UX-05); the balance-override
input documents its keyboard contract (UX-21). The Budget CSV button
rides in the transactions tab header.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
GET /api/v1/transactions/export streams a CSV (optional source/type/
date filters), cookie-authenticated so window.open downloads work.
Buttons on the Budget transactions tab (all) and Salarios (SALARY
only). Quoting and category resolution covered by tests.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
The n8n flows fail invisibly from the app's perspective (review UX-17,
the top trust gap). /api/v1/sync-status derives last-received + cadence
thresholds for BAC, salary, municipal, pensions and exchange rate from
existing data — no n8n integration needed. New Sincronización page
shows per-source freshness and a hint to check n8n; the sidebar item
gets an amber dot when any source is stale. Verified live against the
dev DB (correctly flags its stale BAC data at 43 days).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
src/lib/dates.ts is the single source for month names and date
formatting; the three per-page month arrays are gone (with an
off-by-one guard — the shared array is 1-indexed). formatDate and the
Analytics chart tooltips now speak es-CR, Analytics headings are
Spanish, and the cycle selector says 'Todo el período' (UX-19, FE-17,
UX-07).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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>
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>
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>
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>
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>
Adds deferred_to_next_cycle flag to transactions for billing cycle
bleed-over handling. Overhauls budget projection engine and refreshes
Budget page with improved monthly detail and transaction columns.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Both water consumption and charge trend charts now have clickable legends
to show/hide individual series
- Hidden series appear dimmed in the legend
- Added line chart showing charge evolution over time (one line per charge type)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Upload panel now accepts multiple PDFs at once (drag-drop or file picker),
shows a file queue with individual remove buttons, and displays per-file
results after processing.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Eye/EyeOff icon next to theme toggle. Persists in localStorage.
Applies CSS blur to all elements marked with data-sensitive attribute
across Dashboard, Budget, Pensions, Salarios, and Transactions pages.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add paste-and-preview modal for entering pension fund balances from bank website
- Backend upsert logic so n8n PDF uploads overwrite manual entries
- Chart now shows actual snapshot data with dynamic month labels
- New POST /pensions/manual endpoint for JSON-based fund entry
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- New BalanceOverride table for manual balance adjustments per month
- Cumulative balance computation with cross-year carryover
- Three new columns: Acum. Anterior, Neto Mes, Balance Acum.
- Inline editing on Balance Acum. cell (pencil icon for overrides)
- Year navigation clamped to 2026–2030, fresh start at March 2026
- PUT/DELETE /budget/balance-override/{year}/{month} endpoints
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Reduces scrolling by organizing the budget overview into three inner tabs.
Clicking a month in the yearly table auto-switches to the Detalle tab.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Backend: parse BAC pension statement PDFs (VOL, ROP, FCL) via
pdftotext, store snapshots with duplicate detection, reject
credit card statements. Endpoints: POST /upload, GET /snapshots,
GET /fund-summary.
Frontend: wire up drag-and-drop upload, load real balances and
rendimientos from API, show upload results with error/duplicate
feedback.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
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>
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>
- 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>
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>
