Commit Graph

7 Commits

Author SHA1 Message Date
Carlos Escalante
2cf19f1880 Analytics: validated palette, bars for daily spend, Empty states, es-CR
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>
2026-07-04 12:43:57 -06:00
Carlos Escalante
8b4961d257 Tasa Cero: exclude anchors from budget/analytics aggregates
The anchor stays visible in listings but only its cuotas count toward
actuals — future cuotas intentionally show up in future months as
committed spend.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-03 16:13:00 -06:00
Carlos Escalante
440da3e394 Consistency sweep: enum members, keyword status codes, SimpleCookie
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>
2026-06-10 15:23:21 -06:00
Carlos Escalante
94a8a894a6 Convert all currencies to CRC and poll rates every 6h
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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>
2026-04-15 17:16:20 -06:00
Carlos Escalante
9a80f2a997 Convert USD and EUR to CRC in analytics endpoints
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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>
2026-04-07 20:41:38 -06:00
Carlos Escalante
792cef5006 Fix analytics case() bug, add privacy mode, add prod DB sync script
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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>
2026-04-03 20:10:58 -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