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>
by-category and daily-spending accept start_date/end_date (range wins
over cycle); Analytics gets a two-month calendar range picker beside
the cycle selector. Fixes a latent float/Decimal TypeError that 500'd
spending_by_category whenever it had data — the category donut had
never rendered. Regression + range tests added.
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>
- 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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
- 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>
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>
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>
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>
