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>
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>
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>
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>
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>
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>
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>
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>
- 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>
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>
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>
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>
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>
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>
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>
- 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>
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>
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>
