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>
