feat(money-mirror): issue-009 — AI Personal Finance Coach (full pipeline)#14
Merged
shadowdevcode merged 8 commits intomainfrom Apr 4, 2026
Merged
feat(money-mirror): issue-009 — AI Personal Finance Coach (full pipeline)#14shadowdevcode merged 8 commits intomainfrom
shadowdevcode merged 8 commits intomainfrom
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MoneyMirror AI finance coach — full 12-step pipeline through deploy-check. PDF statement parsing via Gemini Flash, Money Health Score, Mirror Moment perception gap, advisory feed, weekly recap cron fan-out, Supabase RLS, PostHog server-side telemetry, Sentry, 34 passing tests. Dashboard refactored into UploadPanel/ParsingPanel/ResultsPanel components. Parse route persistence extracted to persist-statement helper. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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PR Risk Assessment Risk level: High Reason: PR introduces a new full-stack app with Supabase Auth + RLS schema migrations, cron fan-out async pipeline, PostHog/Sentry telemetry wiring, and modifies system-level prompt instruction files (CLAUDE.md, command-protocol.md, commands/review.md, agents/code-review-agent.md) across 74 files. Action taken: No action — no reviewers to assign (sole contributor on this repo). External review recommended before merge given auth, schema, and async pipeline changes. |
Remove Edge runtime middleware that blocked Vercel deploy due to @neondatabase/auth/next/server incompatibility; replace with Node proxy convention. Add Sentry instrumentation (server, edge, client) and update next.config.ts + vercel.json for production deployment. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Implement complete Phase 1 features: bank account + credit card PDF parsing via Gemini structured outputs, Money Health Score calculation, Mirror Moment advisory feed, weekly recap cron fan-out, and dashboard rehydration with full statement history. Includes persist-statement helper for atomic write sequence and statements.ts mode validation. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
…categorizer) Add comprehensive test coverage for Phase 1: parse API happy path and error cases, onboarding completion flow, weekly recap cron fan-out, categorizer logic, and advisory engine nudge selection. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add monthly_income_paisa to profiles for savings rate calculation. Add institution_name, statement_type (CHECK constraint), due_date, payment_due_paisa, minimum_due_paisa, credit_limit_paisa to statements to support credit card mode alongside bank account mode. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Shift-left 7 rules from issue-009 postmortem into agent and command files: auth caller cross-verification, parent/child write sequence check, Gate 0 smoke test before deploy-check, empty ENV var detection, Sentry provisioning checklist in execute-plan, file size budget at generation time, and env var grep step post-implementation. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Extract issue-009 pipeline learnings into knowledge base (7 new engineering rules). Add CODEBASE-CONTEXT.md for future agent sessions. Add postmortem-009.md with root cause analysis. Update project-state.md to reflect Phase 1 completion and current blockers. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Update hooks to match Write|Edit|MultiEdit events with restructured command format. Add Cursor IDE settings (.cursor/) and MCP server configuration (.mcp.json) for local development environment. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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PR Risk Assessment Risk level: High Reason: 90+ files across a new production app (apps/money-mirror), auth/session logic, DB schema, API routes with cron fan-out, and agent/command prompt instruction files. CRITICAL: .mcp.json commits a live Neon API key (napi_mnnlxkt8gvd...) in plaintext — this must be revoked and removed before merge. Action taken: Changes requested — CRITICAL credential exposure blocks approval. No additional reviewers assigned (single-author repo, no CODEOWNERS). |
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Summary
This PR completes the full issue-009 pipeline for MoneyMirror Phase 1 — an AI personal finance coach that parses bank/credit card statements and delivers a Money Health Score + advisory nudges.
Changes in this PR
Vercel runtime fix — Remove Edge middleware blocked by
@neondatabase/auth/next/serverincompatibility; replace with Node proxy convention. Add Sentry instrumentation (server, edge, client) andvercel.jsonfor production deployment.Phase 1 feature complete — PDF parsing via Gemini structured outputs (bank account + credit card modes), Money Health Score calculation, Mirror Moment advisory feed, weekly recap cron fan-out, dashboard rehydration with full statement history.
Test suite — Parse API, onboarding completion flow, weekly recap cron, categorizer logic, advisory engine nudge selection.
Schema evolution —
monthly_income_paisaon profiles;institution_name,statement_type,due_date,payment_due_paisa,minimum_due_paisa,credit_limit_paisaon statements for credit card mode.Agent prompt improvements — 7 engineering rules from issue-009 postmortem shifted left into
execute-planand architecture validation: auth caller verification, write atomicity checks, Gate 0 smoke test, empty ENV detection, Sentry provisioning checklist, file size budgets.Knowledge base + docs — CHANGELOG, engineering-lessons.md, CODEBASE-CONTEXT.md, postmortem-009.md capturing all Phase 1 learnings.
Test plan
npm run buildpasses inapps/money-mirror/profiles.monthly_income_paisa/api/cron/weekly-recapmanually → verify fan-out fires per usernpm test→ all tests pass🤖 Generated with Claude Code