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>
Every dict-returning route the SPA consumes now declares a response
model (auth, bulk, sync-status, notifications). api-types.gen.ts is
generated from app.openapi() via openapi-typescript, and the 22 hand-
written read interfaces in api.ts are now aliases onto the generated
schemas — backend schema drift becomes a typecheck failure, and CI
regenerates the file and fails the deploy if it's stale. The aliasing
immediately caught two real drifts: RecurringItemType was missing
SAVINGS, and raw_charges (untyped JSON column) is now explicitly
shaped at the boundary.
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>
Transactions gain a checkbox column with select-all; a bulk bar offers
assign-category, defer/restore and delete (confirmed) via the new bulk
endpoint, with toasts and invalidation. The paste-import modal now
lists each skipped duplicate with the matched existing row and offers
'Importar duplicados de todos modos' — re-importing ONLY the skipped
lines so first-pass rows can't double-import (UX-20). Two real fixes
found en route: the mobile list ignored undo-pending deletes and used
en-US dates; the desktop date column also lost its en-US stray. Note:
UX-11 (no mobile layout) was a false positive — a card layout already
existed.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Paste-import now returns each skipped duplicate WITH the matched
existing row (id, merchant, date, amount, source) instead of a bare
count, and accepts allow_duplicates to force-import false positives —
the practical fix for same-day identical purchases hashing together
(UX-20; supersedes the BE-08 hash change, which would have orphaned
every existing hash). POST /transactions/bulk applies
delete/set_category/set_deferred to up to 500 ids atomically. 82 tests.
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>
After confirming a delete the row disappears immediately but the API
call waits 5 seconds behind a Deshacer toast action; undo restores the
row without any server round-trip. A failed commit restores the row
and reports the error.
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>
A thrown fetch in the auth probe is a network failure, not a 401 — it
now retries once before treating the user as logged out, and logs the
real cause (FE-15). Theme and privacy state initialize lazily from
localStorage so neither the wrong theme nor unmasked sensitive values
flash on reload (FE-07). The CopilotKit orphan-tool-call repair logs
when it has to skip instead of failing silently (FE-11).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Transaction create/update/delete now confirm success or failure with a
toast (UX-01); save failures always show a user-visible message instead
of console-only (FE-06, with a typed error guard replacing the any
cast). Clearing a balance override — which recalculates every following
month — now requires confirmation like the other destructive actions
(UX-15).
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>
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>
Exchange-rate fetchers log every source failure instead of silently
passing (BE-18); the rate tool exposes fetched_at so staleness is
visible (BE-20). Agent: unbound-session failures raise a clear
RuntimeError (BE-12); net worth converts via get_crc_multipliers with
last-known fallbacks instead of a hardcoded 600 CRC / 1.08 EUR guess,
and reports accounts it cannot convert rather than inventing numbers
(BE-24); budget tool enforces MIN/MAX_YEAR (BE-16); municipal receipts
gain offset paging (BE-17); category analytics prefetches names; the
module docstring pins the read-only tool policy (SEC-09). Note: the
refresh loop never swallowed CancelledError (BaseException since 3.8) —
ARCH-08 was a false positive.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
read_pdf_upload() bounds reads at 10 MB and requires the %PDF magic
before anything reaches pdftotext (SEC-06); rejections land in the
per-file errors list with the filename. Parsing now runs via
asyncio.to_thread so a slow PDF no longer blocks the event loop for up
to 30s (BE-14). Review notes: temp files were already context-managed
(BE-09 overstated) and the pension batch already commits atomically
(BE-10 overstated). 69 tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- 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>
The new test job runs the 55-test pytest suite and pnpm typecheck
before the deploy job (needs: test) — a red suite now blocks prod.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- ui/chart.tsx: recharts 3 stopped exposing tooltip/legend content props
on its public types; declare the ChartPayloadItem shape we consume
- base-ui Select onValueChange passes string|null: guard null in
BillingCycleSelector, PasteImportModal, TransactionModal
- type the untyped api.get calls (cycles, categories)
- push-notifications: back the VAPID key with an explicit ArrayBuffer
so it satisfies BufferSource under TS 5.9
Unblocks gating CI on pnpm typecheck.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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>
Covers: billing-cycle characterization (the BE-06 convention, boundary
instants, year wraps, deferred transactions), projection engine
(recurring schedules, no-double-count, cumulative balances, overrides,
fresh start), auth (JWT roundtrip/expiry, API tokens, constant-time
creds, rate-limit window), fail-fast settings, and the BAC paste
parser. SQLite in-memory fixtures, exchange rates pinned — no network.
Also doubles as the float-behavior baseline for the Phase 2 Decimal
migration (plan 1.5). config.py moves to SettingsConfigDict to clear
the pydantic deprecation warning from test output.
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>
The Docker build's unpinned corepack resolved a newer pnpm that hard-
errors on unreviewed dependency build scripts (ERR_PNPM_IGNORED_BUILDS),
failing deploy task 80. Pin packageManager to the locally-verified
pnpm 10.33.1 and review the build scripts: @swc/core and esbuild are
approved (vite needs their native binaries), @scarf/scarf is ignored.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Every response gets X-Frame-Options, X-Content-Type-Options, and
Referrer-Policy (SEC-07/FE-08). Backend proxy failures now return a
logged 502 instead of an opaque uncaught error (FE-23).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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>
SECRET_KEY, ADMIN_USERNAME, and ADMIN_PASSWORD no longer have working
defaults: the backend refuses to boot if they are unset, default, or
weak (SEC-01). Token expiry drops from 30 to 7 days (SEC-05). New
COOKIE_SECURE (default true) and CORS_ORIGINS settings. Dev compose now
sources credentials from .env with required-var errors instead of
hardcoding them (ARCH-14); .env.example documents the template.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
SQLModel enum columns need col() to expose SQLAlchemy operators like
notin_. Without it the agent tool raised at query build time and the
chat card flashed away.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The 'last N transactions' answer was including salary deposits, which the
user reads as expense activity. Filter income types out at the query level.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Backend was hitting OpenAI with no key (401) because the deploy workflow
never wrote OPENAI_API_KEY into .env.prod. Add it plus AGENT_MODEL.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
In production the browser talks to the Hono server, which only proxied
/api/copilotkit/*. All other /api/* requests hit the SPA static fallback
and got index.html back. Forward /api/v1/* and /api/auth/* to BACKEND_URL.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Frontend joins both wealthysmart-network-prod and nginx-prod-network
(needed for nginx-proxy reverse proxy + TLS). Another container on
nginx-prod-network is named "backend" too (receipts-backend-prod),
so DNS resolved "backend" to a sibling app and the agent endpoint
returned 404. Pin the agent/backend URLs to the unique container
name wealthysmart-backend-prod.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Runner stage was invoking `tsx server.ts` via sh, which doesn't
have node_modules/.bin on PATH, so the container crash-looped with
"tsx: not found" (502 at the edge). Use the absolute binary path
instead.
Also caps the Vite build's V8 heap to 1.5 GB so a future build on
the 4-core / 8 GB VPS can't OOM-kill neighbouring services.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The production SSH alias is old-vps; the placeholder "production"
alias does not exist. Also captures research findings on theming
the A2UI basic catalog without overriding component internals,
for later reference.
Co-Authored-By: Claude Opus 4.7 (1M context) <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>
Tailwind variants like data-horizontal and group-data-horizontal
never match the data-orientation=horizontal attribute Base UI
emits, so the flex layout collapsed and TabsList stretched
vertically. Switch to data-[orientation=...] selectors that
actually fire.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
