- 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>
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>
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>
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>
- 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>
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>
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>
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>
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>
- 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>
