ray-finance 0.3.5 → 0.3.6

package/dist/ai/tools.js

@@ -378,7 +378,7 @@ export async function executeTool(db, toolName, toolInput) {
         }
         case "set_budget": {
             db.prepare(`INSERT INTO budgets (category, monthly_limit) VALUES (?, ?)
-         ON CONFLICT(category) DO UPDATE SET monthly_limit = excluded.monthly_limit`).run(toolInput.category, toolInput.monthly_limit);
+         ON CONFLICT(category, period) DO UPDATE SET monthly_limit = excluded.monthly_limit`).run(toolInput.category, toolInput.monthly_limit);
             return `Budget set: ${categoryLabel(toolInput.category)} at ${formatMoney(toolInput.monthly_limit)}/month`;
         }
         case "get_goals": {

package/dist/cli/commands.js

@@ -352,26 +352,58 @@ export async function runAdd() {
 export async function runRemove() {
     const readline = await import("readline");
     const db = getDb();
-    const accounts = getManualAccounts(db);
-    if (accounts.length === 0) {
-        console.log("\nNo manual accounts. Use 'ray add' to create one.");
+    const entries = [];
+    // Linked institutions (exclude manual-assets)
+    const institutions = db.prepare(`SELECT item_id, name FROM institutions WHERE item_id != 'manual-assets' ORDER BY created_at`).all();
+    for (const inst of institutions) {
+        entries.push({ kind: "institution", item_id: inst.item_id, name: inst.name });
+    }
+    // Manual accounts
+    const manuals = getManualAccounts(db);
+    for (const a of manuals) {
+        entries.push({ kind: "manual", account_id: a.account_id, name: a.name, balance: a.current_balance, type: a.type, listing_url: a.listing_url });
+    }
+    if (entries.length === 0) {
+        console.log("\nNo accounts to remove. Use 'ray link' or 'ray add' to add one.");
         return;
     }
-    console.log(`\n${heading("Manual Accounts")}\n`);
-    for (let i = 0; i < accounts.length; i++) {
-        const a = accounts[i];
-        const typeLabel = a.type === "loan" || a.type === "credit" ? "liability" : "asset";
-        const url = a.listing_url ? dim(` — ${a.listing_url}`) : "";
-        console.log(`  ${dim(`${i + 1}.`)} ${a.name}  ${rawFormatMoney(a.current_balance)} (${typeLabel})${url}`);
+    console.log(`\n${heading("Accounts")}\n`);
+    for (let i = 0; i < entries.length; i++) {
+        const e = entries[i];
+        if (e.kind === "institution") {
+            const acctCount = db.prepare(`SELECT COUNT(*) as c FROM accounts WHERE item_id = ?`).get(e.item_id).c;
+            console.log(`  ${dim(`${i + 1}.`)} ${e.name}  ${dim(`(${acctCount} account${acctCount !== 1 ? "s" : ""}, linked)`)}`);
+        }
+        else {
+            const typeLabel = e.type === "loan" || e.type === "credit" ? "liability" : "asset";
+            const url = e.listing_url ? dim(` — ${e.listing_url}`) : "";
+            console.log(`  ${dim(`${i + 1}.`)} ${e.name}  ${rawFormatMoney(e.balance)} (${typeLabel})${url}`);
+        }
     }
     const rl = readline.createInterface({ input: process.stdin, output: process.stdout });
     const answer = (await new Promise(resolve => rl.question(`\n  Remove which? (number, or Enter to cancel): `, resolve))).trim();
     rl.close();
     const idx = parseInt(answer, 10) - 1;
-    if (isNaN(idx) || idx < 0 || idx >= accounts.length)
+    if (isNaN(idx) || idx < 0 || idx >= entries.length)
         return;
-    removeManualAccount(db, accounts[idx].account_id);
-    console.log(chalk.green(`\n  Removed ${accounts[idx].name}.`));
+    const entry = entries[idx];
+    if (entry.kind === "manual") {
+        removeManualAccount(db, entry.account_id);
+    }
+    else {
+        // Remove all data for this institution
+        const accounts = db.prepare(`SELECT account_id FROM accounts WHERE item_id = ?`).all(entry.item_id);
+        for (const acct of accounts) {
+            db.prepare(`DELETE FROM transactions WHERE account_id = ?`).run(acct.account_id);
+            db.prepare(`DELETE FROM holdings WHERE account_id = ?`).run(acct.account_id);
+            db.prepare(`DELETE FROM investment_transactions WHERE account_id = ?`).run(acct.account_id);
+            db.prepare(`DELETE FROM liabilities WHERE account_id = ?`).run(acct.account_id);
+            db.prepare(`DELETE FROM recurring WHERE account_id = ?`).run(acct.account_id);
+        }
+        db.prepare(`DELETE FROM accounts WHERE item_id = ?`).run(entry.item_id);
+        db.prepare(`DELETE FROM institutions WHERE item_id = ?`).run(entry.item_id);
+    }
+    console.log(chalk.green(`\n  Removed ${entry.name}.`));
     console.log();
 }
 export function showAlerts() {

package/dist/cli/index.js

@@ -70,7 +70,7 @@ program
 });
 program
     .command("remove")
-    .description("Remove a manual account")
+    .description("Remove a linked bank or manual account")
     .action(async () => {
     ensureConfigured();
     const { runRemove } = await import("./commands.js");
@@ -192,25 +192,36 @@ program
     const open = (await import("open")).default;
     console.log("Opening billing portal...");
     try {
-        const resp = await fetch(`${RAY_PROXY_BASE.replace("/v1", "")}/stripe/portal`, {
+        const resp = await fetch(`${RAY_PROXY_BASE}/stripe/portal`, {
             method: "POST",
             headers: {
                 "content-type": "application/json",
                 "Authorization": `Bearer ${config.rayApiKey}`,
             },
         });
+        if (!resp.ok) {
+            const text = await resp.text().catch(() => "");
+            const msg = (() => { try {
+                return JSON.parse(text).error;
+            }
+            catch {
+                return text;
+            } })();
+            console.error(`Could not open billing portal (${resp.status}): ${msg || "unknown error"}`);
+            return;
+        }
         const { url } = await resp.json();
         // Only open URLs from trusted domains
         const parsed = new URL(url);
         if (!parsed.hostname.endsWith("stripe.com") && !parsed.hostname.endsWith("rayfinance.app")) {
-            console.error("Unexpected billing URL. Visit https://rayfinance.app/billing");
+            console.error("Unexpected billing URL.");
         }
         else {
             await open(url);
         }
     }
-    catch {
-        console.error("Could not open billing portal. Visit https://rayfinance.app/billing");
+    catch (err) {
+        console.error("Could not open billing portal:", err.message);
     }
 });
 program
@@ -249,7 +260,7 @@ program.configureHelp({
         { name: "setup", desc: "Configure Ray (API keys, preferences)" },
         { name: "link", desc: "Link a new financial account via Plaid" },
         { name: "add", desc: "Add a manual account (home, car, crypto, etc.)" },
-        { name: "remove", desc: "Remove a manual account" },
+        { name: "remove", desc: "Remove a linked bank or manual account" },
         { name: "sync", desc: "Sync transactions from linked banks" },
         { name: "accounts", desc: "Show linked accounts and balances" },
         { name: "status", desc: "Show financial overview" },

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "ray-finance",
-  "version": "0.3.5",
+  "version": "0.3.6",
   "description": "Local-first CLI that turns your bank data into a personal AI financial advisor",
   "type": "module",
   "license": "MIT",