Commit Graph

8 Commits

Author SHA1 Message Date
Carlos Escalante
6bce5539f7 Assistant: persist the chat thread in Postgres
Back MAF's opt-in AG-UI snapshot persistence with a DB store so the
conversation survives page reloads and restarts:

- ChatThreadSnapshot: one upserted row per (scope, thread_id), JSONB
  messages/state/interrupt (migration 794baf50635b)
- PostgresSnapshotStore implements the AGUIThreadSnapshotStore protocol.
  It opens its own sessions (MAF saves during SSE streaming, after the
  request middleware has closed the ContextVar session) and sanitizes on
  save: camelCase toolCalls/toolCallId (the @ag-ui/client Zod schema
  strips snake_case, which would lose cards on replay), drop BFF ctx-*
  context messages, dedupe MAF's re-recorded multi-run turns, and drop
  orphaned tool results
- Endpoint mount gains snapshot_store + a constant scope resolver
  (single-user app; auth already enforced by agent_auth_and_session)
- DELETE /api/v1/chat/thread resets the conversation

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-04 18:09:55 -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
9a25c4baab Adopt Alembic: autogenerated baseline, stamp-or-upgrade startup
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>
2026-06-09 20:31:55 -06:00
Carlos Escalante
b4123703ef Rate-limit logins, constant-time creds, pin CORS, secure cookie
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>
2026-06-09 19:13:19 -06:00
Carlos Escalante
140a75f706 Add cookie-based SPA auth and update container plumbing
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>
2026-04-29 22:02:02 -06:00
Carlos Escalante
94a8a894a6 Convert all currencies to CRC and poll rates every 6h
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Deploy to VPS / deploy (push) Successful in 14s
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
0fdb5447b7 Add deferred transactions, revamp budget projections and UI
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>
2026-04-03 20:10:23 -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