Personal Finance

Mission-control dashboard for personal finances with authentication, dashboards, and PostgreSQL persistence.

Implemented Features

• Authentication: registration, login/logout, session management
• Dashboard: spend, income, savings, investments summary cards
• Recent transactions: last 10 transactions view
• Data layer: PostgreSQL schema, migrations, connection pooling
• Categories: seeded transaction categories with descriptions
• AI assistant: embedded bottom-right chat widget on authenticated pages
• Agent workspace: /agent page with conversation history and resume flow
• AI persistence: ai_conversations + ai_messages tables with tool metadata
• Ops settings: global OpenRouter model selector (/ops/settings)
• Shared model config: same selected model used for chat and PDF extraction

In Progress / TODO

• Bank accounts: manual creation, listing, editing, naming
• PDF upload: file upload endpoint, text extraction
• LLM extraction: improve prompts, robustness, and error-retry behavior
• Transaction preview & confirmation flow
• Auto-categorization and category management UI
• Integration and E2E tests, CI/CD pipeline
• Deployment verification and performance polish

Recent Update

• Added OpenRouter-powered chat APIs (/api/ai/chat, /api/ai/conversations, /api/ai/conversations/:id/messages), embedded chat UI, /agent page, and DB-backed global model setting (global_settings.openrouter_model).