- 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>
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>
- 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>
React + Vite + TypeScript + Tailwind frontend with landing page,
Docker Compose for dev and prod (nginx-proxy integration),
and Gitea Actions workflow for automated deployment.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
