lib/charts.ts centralizes the color system: fixed categorical slots
(never cycled, >5 folds into Otros, 'Sin categoría' reads neutral) and
color-mix ramps that stay correct in dark mode. Animations off so
charts render deterministically.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
- PageHeader + StatTile standardize the four header and three stat-tile
variants found in the audit; Inicio and Salarios migrated as proof.
- chart tokens replaced with a teal-anchored categorical scale, CVD-
ordered and validated (six checks, light + dark surfaces).
- Registry adds: empty, field, item, spinner, progress, toggle-group,
input-group, popover, kbd (+ toggle dep).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Próximas cuotas: headline is the upcoming billing batch (sum of every
active plan's next cuota, using the rounding-absorbing last cuota
when it's the pending one) — the in-cycle formula was ~always zero
since cuotas bill on the 19th, day one of the next cycle.
- useAgent must name the 'wealthysmart' agent (default crashed the page).
- /transactions/recent excludes future-dated Tasa Cero cuotas.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Stat cards (gasto del ciclo, próximas cuotas Tasa Cero, pensión),
ask-the-assistant box that lands in Asistente and auto-sends via
agent.addMessage + runAgent, and últimas transacciones. Index route,
login redirects updated; Asistente stays at /asistente.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
AppSidebar (icon-collapsible, sync warning badge, brand header),
NavUser footer (avatar + privacy/theme/logout dropdown), and a thin
header with SidebarTrigger, breadcrumbs, and quick toggles. Mobile
drawer and cmd+B come from the sidebar primitives.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
navigation.ts becomes the single source of truth for sidebar and
breadcrumbs (Inicio entry added; '/' is exact-match).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Registry-installed Base UI flavor; existing ui components untouched.
Also drops the meaningless empty registries key from components.json.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Toolbar (source tabs, search, CSV, add) and a summary strip (billing
cycle range, count, per-currency total) now live inside the table card
instead of five loose control rows. Cycle range 18-to-18 is finally
visible. Stray English strings translated; back-button spacing fixed.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The clicked year/month now travel in the navigation state; Budget
seeds useBudget with them instead of always defaulting to today.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
FCL projection target defaults to the next 5-year withdrawal window
(CURRENT_AGE + 5) rather than a fixed 35.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Compras minus devoluciones, one figure per currency, excluding Tasa
Cero anchors (their cuotas are what count). Tooltip explains the math.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Fresh-venv installs started failing with pip ResolutionTooDeep because
requirements.txt is unpinned. Constrain CI and image builds to the
frozen, test-passing local set; requirements.txt stays the source of
intent.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Violet 'Tasa Cero'/'Cuota' badges (anchor amount struck through like
deferred), convert/edit action on CC purchases with a live cuota
preview, and a Financiamientos page mirroring the bank's tab (progress,
monto cuota, saldo inicial/faltante, totals).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
BAC zero-interest financing: an anchor purchase splits into N monthly
cuota transactions (truncate-to-0.10 rule, last cuota absorbs rounding;
one cuota per 18th-cut billing cycle on the 19th). Pinned against real
Financiamientos data.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
manifest.webmanifest with the existing icons, apple-touch-icon, and SW
registration at startup. The old sw.js was a self-unregistering cleanup
stub — meaning serviceWorker.ready never resolved and web push has been
silently dead; the new worker handles push display and notification
clicks, and makes the app installable.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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>
