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SynesthesiaPay Checklist

Done Task
[x] Create shared models.py contract
[x] Create mocks/ folder with JSON files
[x] Generate TypeScript types from Pydantic models
[ ] Install CodeRabbit on GitHub repo
[ ] Seed Nessie sandbox with demo data
[ ] Nessie data fetching + normalization
[ ] Budget engine (50/30/20 categorizer)
[ ] Asteroid detection rules
[ ] Data service API endpoints (/api/snapshot, /api/budget, /api/asteroids, /api/transactions)
[ ] DynamoDB caching for snapshots
[ ] Captain Nova agent skeleton
[ ] Bedrock connection (Claude Sonnet 4.5)
[ ] Captain Nova system prompt
[ ] Captain Nova tools (stubbed)
[ ] Captain Nova API endpoint (/api/captain/query)
[ ] Dashboard shell (Next.js port)
[ ] Starfield canvas + scanlines + hex overlay
[ ] Responsive grid layout
[ ] Captain Nova panel UI
[ ] Shield bars component
[ ] Cognito auth integration
[x] Balance HUD component
[x] Bottom metrics bar
[x] Transaction log component
[x] Asteroid UI component
[x] Create web/public/mocks/ with official shared data
[x] Implement type-safe API hooks (useFinance, useSecurity, useAI)
[x] Isolation test page (/test/bridge-data)
[ ] Frontend → API Gateway integration
[ ] Captain Nova tools → real endpoints
[x] VISA sandbox authentication (X-Pay-Token)
[x] VISA Transaction Controls API integration
[x] VISA controls Lambda endpoints (Isolated in visa-lambda)
[ ] Wire VISA tools into Captain Nova
[ ] VISA shield activation UI
[ ] VISA controls display (stretch)
[ ] Mobile responsiveness pass
[x] Loading states + error handling
[x] Animation polish
[ ] Captain Nova prompt tuning
[ ] Demo rehearsal #1
[ ] Pitch deck (5-6 slides)
[ ] Demo rehearsal #2
[ ] Demo rehearsal #3
[ ] Final deploy
[ ] Lambda warmup / provisioned concurrency

Completed Features

Hour 0: Shared Contract Implementation

Commits:

  • 31f21c0 - chore(shared): add pydantic dependencies
  • 8a43f28 - feat(shared): add all API contract Pydantic models
  • c8a8f02 - feat(shared): add 50/30/20 category mappings
  • 169a794 - feat(shared): add mock data files and loaders
  • 8512ebb - feat(shared): export models and categories from package root
  • 7243c68 - feat: add TypeScript type generation from Pydantic models
  • ebac5ec - chore: update uv.lock with pydantic dependencies

What was added:

  • 9 Pydantic models in core/shared/src/shared/models.py:
    • AccountSummary, Transaction, FinancialSnapshot (Data Layer)
    • BucketBreakdown, BudgetReport, Asteroid (Budget Engine)
    • VisaControlRule, VisaAlert (VISA Integration)
    • CaptainResponse (Agent Output)
  • 50/30/20 category mappings in core/shared/src/shared/categories.py (12 needs, 14 wants, 5 savings)
  • Mock data files with loaders in core/shared/src/shared/mocks/:
    • snapshot.json - 3 accounts, 25 transactions
    • budget.json - Full budget report with 58% health score
    • asteroids.json - 5 financial threats
    • visa_controls.json - VISA control rules
  • TypeScript types auto-generated at web/src/types/api.ts
  • Generation script at scripts/generate-types.sh

What subsequent modules must be aware of:

  1. All backend modules must import shared models: from shared import AccountSummary, Transaction, FinancialSnapshot
  2. Data Service must return data matching these exact Pydantic schemas
  3. Budget Engine must use categorize_transaction() from shared.categories for consistent bucket assignment
  4. Frontend must import TypeScript types: import { Transaction, BudgetReport } from '@/types/api'
  5. Mock mode is available via from shared.mocks import get_mock_snapshot, get_mock_budget, get_mock_asteroids for parallel development
  6. Regenerate types after any Pydantic model changes by running ./scripts/generate-types.sh
  7. Captain Nova must return CaptainResponse format with optional suggested_visa_controls
  8. VISA Integration must use VisaControlRule and VisaAlert schemas

Module 6: Bridge UI Data Implementation

What was added:

  • Dumb Components (Presentational):
    • BalanceHUD.tsx: Orbital net worth display with animated rings and account breakdown.
    • TransactionLog.tsx: Categorized list of recent transmissions with bucket color-coding.
    • BottomMetricsBar.tsx: 4-card grid for Income, Spending, Savings Rate, and Net Worth Delta.
    • AsteroidCard.tsx: Expandable threat cards with severity-based glow and action buttons.
  • Smart Components (Containers):
    • BridgeDataContainer.tsx: Orchestrates HUD, Metrics, and Transactions.
    • AsteroidsContainer.tsx: Manages threat list and removal animations.
    • VisaShieldsContainer.tsx: Displays active VISA transaction controls.
  • Isolation Test Page:
    • Accessible at /test/bridge-data for rapid UI development and testing.
  • Official Mock Sync:
    • Synced web/public/mocks/ with core/shared/src/shared/mocks/ to ensure frontend/backend data alignment.

API Hooks & Integration Layer

What was added:

  • Centralized Axios Client: web/src/lib/api.ts configured with base URLs and ready for Cognito JWT injection.
  • Feature-specific Hooks:
    • useFinance.ts: useFinancialSnapshot(), useTransactions()
    • useSecurity.ts: useAsteroids(), useVisaControls()
    • useAI.ts: useCaptainNova()

How the Hooks Work:

  • Dual-Mode Logic: Every hook contains both "Mock Mode" (active) using local JSON files and "Production Mode" (commented out) using Axios.
  • Type Safety: Hooks are strictly typed using the generated web/src/types/api.ts interfaces.
  • Abstraction: Containers now consume data through hooks rather than direct fetch calls, making the eventual swap to real APIs a single-line change per hook.
  • Documentation: Added web/src/hooks/README.md for developer guidance.

Module 2: VISA Integration Implementation (Isolated)

What was added:

  • VISA Lambda: core/lambda/visa-lambda/
    • Dedicated Lambda function for all VISA-related operations.
    • Handler: handler.py exposes /api/visa/health, /api/visa/controls.
    • Service: services/visa_service.py handles X-Pay-Token signing (API key + shared secret).
  • Separation of Concerns:
    • Removed VISA logic from data-lambda to keep it focused on financial data processing.
    • VISA operations now have their own independent deployment and scaling.
  • Infrastructure Updates: infrastructure/lib/api-stack.ts
    • Defined visa-lambda function.
    • Configured API Gateway to route /api/visa/* to the new visa-lambda.
    • Set environment variables: VISA_USER_ID, VISA_PASSWORD.

Auth Setup (X-Pay-Token):

  • VISA_USER_ID = VISA API key (apiKey)
  • VISA_PASSWORD = VISA shared secret

Next Steps for VISA:

  1. Set VISA_USER_ID and VISA_PASSWORD environment variables.
  2. Deploy updated stack: cd infrastructure && bunx cdk deploy --all.
  3. Test VISA endpoints using the frontend hooks.