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Handoff: Finances app buildout round, MERGED + DEPLOYED (2026-07-06)

What shipped (merge d11144f, 37 commits, prod :3070)

  • App-wide autosave (components/finance/autosave.tsx, "(Saved)" badges, zero Save buttons)
  • Net Worth circle icons; account/recurring side peeks with full-page parity (shared components, compact prop)
  • Account + recurring full pages on shared FullPageHeader ("< Parent" back pattern); scroll memory in FinanceShell
  • Copilot-style Spending; Cash Flow = income breakdown; Business = per-brand P&L pills; shared FinanceMonthStrip; interactive FinanceDonut (hover dim, cursor tooltip, click drill); inclusive-to date filter fix
  • Recurring at Flask parity (calendar, next-30-days, add-manual, detector-missed mining, stale finder, classification, matched-tx year averages); tables finance.recurring_excludes/_dismissed
  • Auto-categorization rules engine + learn loop + AI hook: topic
  • Logo resolver + batch, ran on prod (59 merchants/27 accounts): topic
  • Investments: per-holding Yahoo news (paced RSS, og:image thumbs), Stock Research (any ticker, full ?sym= view for non-held)
  • News app ?read=<url> deep link (article API ?url= mode); kit Select = custom dark listbox + native-select ::picker styling (Chromium)
  • App-open loading states: loading.tsx boundaries + NavProgress top bar

Deploy details

  • 4 migrations applied to lifeos (incl. one pending from workspace-sharing merge); .next-dev wiped per stale-types gotcha; deploy script build OK; pushed to JustinWieb/creatortrack; dev slot torn down (DB force-dropped after teardown script hit pg_signal_backend perms).

Open follow-ups

  1. PNC SimpleFIN re-auth (Justin, portal).
  2. Google Sheets net-worth backup orphaned by PG cutover: port to PG + new snapshot unit, or retire. See audit.
  3. ERPNext unpaired clearing leg txn 27856: run the post script's sweep subcommand.
  4. AI passes for a later Opus session: categorize stragglers (~10, via /api/finance/categorize/ai) + logo unmatched list (docs/finance-logo-unmatched.json).
  5. Optional: "Open in ERPNext" links dropped from Business rebuild; native-select styling is Chromium-only (others get OS menu).

URL: https://mkdocs.justinsforge.com/memory/handoffs/finances-buildout-merged-2026-07-06/