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>
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>
Wires up an OpenAI-backed MAF agent that exposes WealthySmart
data through tool calls (recent transactions, cycle summary,
analytics, pensions). Pulls in agent-framework + AG-UI adapter
+ OpenAI client deps.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Replaces the Next.js scaffold with a Vite SPA paired with a Hono
sidecar that hosts the CopilotKit runtime and proxies AG-UI traffic
to the MAF backend. Adds dev/prod Dockerfile, .dockerignore,
.gitignore, pnpm workspace config, and updates entrypoints
(main.tsx / App.tsx / index.css / index.html) plus the service
worker accordingly.
Server middleware reconciles MAF MESSAGES_SNAPSHOT id mismatches
so post-tool-call assistant text doesn't render twice, suppresses
duplicate text emitted alongside render tools, and strips OpenAI
training-token leaks from streamed deltas.
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>
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>
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>
Drop axios dependency in favor of a lightweight fetch-based client
that preserves the same { data: T } interface, keeping all 25
consumer files unchanged.
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>
The municipal receipts endpoint uses dateutil.relativedelta to derive
the billing period (previous month from receipt date).
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>
Existing account rows reference these values. Enum must stay compatible
with data in production. Only the frontend and seed data were cleaned up.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The bank website puts field labels and amounts on separate lines.
Parser now handles both inline and split formats.
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>
SelectValue now renders the category name instead of the raw ID.
Categories are sorted alphabetically when fetched.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
DEPOSITO transactions (salaries) were displaying with negative sign and
red styling. Flipped logic so only COMPRA is negative; DEPOSITO and
DEVOLUCION both show as positive income.
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>
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>
Install shadcn/ui with base-nova style, tailwind-merge, tw-animate-css,
and font packages. Add oklch-based light/dark theme in index.css and
17 base UI components (button, card, dialog, table, tabs, etc.) plus
shared lib utilities (format, colors, cn) and useSettings hook.
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>
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>
