feat(phase-3): implement authentication and real-time chat interface #2

krjordan · 2025-11-25T07:27:42Z

Phase 3 Implementation Complete 🎉

This PR completes Phase 3 of the Legacy AI Financial Advisory application, implementing authentication, dashboard, and real-time chat interface with multi-agent debate visualization.

⚠️ Breaking Changes

Database Migration Required: Run backend/migrations/002_add_auth.sql before deploying.

New Environment Variables Required:

JWT_SECRET_KEY - Secret key for JWT token generation
ENCRYPTION_KEY - Key for encrypting user API credentials (Fernet-compatible)

🚀 Backend Features

Authentication & Security

✅ JWT-based authentication with bcrypt password hashing
✅ User registration and login endpoints (POST /api/auth/signup, POST /api/auth/login)
✅ API key encryption for secure storage of user credentials
✅ JWT middleware for protecting API endpoints
✅ Session management with token expiration

API Endpoints

✅ GET /api/financial/summary - Calculate financial metrics from user transactions
✅ GET /api/chat/conversations - Retrieve user conversation history grouped by date
✅ GET /api/config/advisors - Get advisor configurations
✅ GET /api/users/me - Get current user profile

Database Models

✅ Extended with users, api_keys, and conversations tables
✅ Foreign key relationships for user-owned data
✅ Conversation threading with metadata storage

💻 Frontend Features

Authentication Flow

✅ NextAuth.js v5 integration with Credentials provider
✅ Signup page with form validation
✅ Login page with error handling
✅ Protected routes with middleware
✅ JWT token storage in session

Dashboard

✅ Responsive sidebar navigation
✅ Dashboard home with financial summary cards
✅ Real-time chat interface for advisor conversations

Chat Interface

✅ Real-time SSE streaming of advisor responses
✅ Smart auto-scroll behavior:
- Auto-scrolls during streaming
- Stops when user scrolls up
- Shows floating "scroll to bottom" button
- Resumes following stream when button clicked
✅ Advisor identification:
- Full names displayed (e.g., "Marcus Washington")
- Role labels (e.g., "Debt Strategist")
- Color-coded avatars with icons
✅ Markdown rendering with syntax highlighting (react-markdown + remark-gfm)
✅ Typing indicators showing which advisor is thinking
✅ Stop button to halt streaming conversations
✅ Amber-styled legal disclaimers

UI Components (shadcn/ui)

✅ Button, Input, Card, Avatar, Label components
✅ Tailwind CSS v4 with @tailwindcss/typography plugin
✅ Dark foreground colors for improved readability

🤖 Multi-Agent System Improvements

Debate Flow

✅ Increased minimum rounds from 2 to 3 (8 → 12 turns)
- Ensures advisors can respond to follow-up questions
- Prevents premature consensus
✅ Fixed chairman hallucination by adding actual advisor names to system prompt
✅ Removed duplicate final plan from SSE stream

Model Updates

✅ Updated Savings Optimizer to claude-sonnet-4-20250514 (from deprecated model)
✅ All advisors now using latest model versions

🎨 UI/UX Enhancements

Scroll Behavior

✅ Changed from smooth to instant scroll (eliminates visual glitches)
✅ Fixed scroll container hierarchy (chat scrolls, not dashboard)
✅ Added min-h-0 to flex containers for proper overflow handling
✅ Floating scroll button positioned at bottom-32 with cursor pointer

Text & Styling

✅ Improved text contrast in markdown prose (dark foreground color)
✅ Fixed user message text color (white on dark background)
✅ Added prose-invert for user messages
✅ Amber warning background for legal disclaimers

📖 Documentation

✅ Created documentation/PHASE_3_COMPLETE.md with implementation details
✅ Created documentation/PRD_3.md with Phase 3 requirements
✅ Updated CLAUDE.md with new architecture (auth, dashboard, chat)
✅ Updated README.md with Phase 3 status

🧪 Testing Notes

Manual Testing Checklist

Database Migration

# Run migration before starting backend
psql -U <user> -d legacy_ai < backend/migrations/002_add_auth.sql

📊 Stats

51 files changed
7,138 additions
813 deletions

🔗 Related Issues

Closes #3 (if applicable)

📝 Follow-up Work (Phase 4)

Dark mode toggle
Settings UI for API key management
Conversation history sidebar
Export conversation as PDF
Multi-board support (investment, debt payoff)

🤖 Generated with Claude Code

Co-Authored-By: Claude noreply@anthropic.com

Implement Phase 3 features including authentication, dashboard, and enhanced chat UI with smart auto-scroll behavior. BREAKING CHANGE: Requires PostgreSQL database migration (002_add_auth.sql) and new environment variables for JWT authentication. Backend Changes: - Add JWT-based authentication with password hashing (bcrypt) - Implement user registration and login endpoints - Add API key encryption for secure storage of user credentials - Create protected API endpoints with JWT middleware - Add financial summary calculation endpoint - Implement conversation history tracking and retrieval - Extend database models for users, API keys, and conversations Frontend Changes: - Integrate NextAuth.js v5 for authentication flow - Build dashboard layout with responsive sidebar navigation - Implement real-time chat interface with SSE streaming - Add smart auto-scroll with scroll-to-bottom button - Display advisor names (full names + roles) on message bubbles - Add markdown rendering with syntax highlighting - Implement shadcn/ui component library - Create signup/login pages with form validation Multi-Agent Improvements: - Increase minimum debate rounds from 2 to 3 (8→12 turns) - Ensure advisors can respond to follow-up questions - Fix chairman hallucination by adding actual advisor names to prompts - Update advisor model configs to use latest Claude Sonnet 4 - Remove duplicate final plan output from SSE stream UI/UX Enhancements: - Fix scroll behavior: instant scroll instead of smooth animation - Auto-scroll stops when user scrolls up, resumes on button click - Fix scroll container hierarchy for proper event handling - Improve text contrast and readability in chat messages - Add amber warning styling for legal disclaimers - Fix user message text color (white on dark background) Documentation: - Add Phase 3 completion documentation - Update PRDs with authentication and chat requirements - Update CLAUDE.md with new architecture details 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

Apply code review fixes including security improvements, type safety, and performance optimizations. Changes: - Add JWT secret validation to reject default values (config.py) - Fix TypeScript 'as any' casting with proper Session type extension (auth.ts) - Add password complexity validation (uppercase, lowercase, digit required) - Wrap console.log in development check to prevent production logging - Memoize MessageBubble component to prevent unnecessary re-renders - Fetch advisor config from API instead of hard-coding frontend - Note: ON DELETE CASCADE and user_id index already present in migrations Security Improvements: - JWT_SECRET_KEY must be changed from default and be 32+ chars - Password validation: min 8 chars, 1 uppercase, 1 lowercase, 1 digit - Proper TypeScript typing eliminates runtime type casting vulnerabilities Performance Improvements: - React.memo on MessageBubble prevents chat message re-renders - API-driven advisor config reduces frontend bundle duplication 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

This commit fixes three critical issues with the multi-agent chat system: 1. **Fix Anthropic API compatibility**: Changed final_plan_generator_node to use HumanMessage instead of SystemMessage, as Anthropic requires at least one user message. This resolves the "at least one message is required" error that was preventing plan synthesis. 2. **Fix empty plan generation**: Removed full conversation history from final plan synthesis to avoid token limits. The synthesis prompt now only includes the financial summary and instructions, not the entire debate transcript. 3. **Add thinking indicator for final plan**: Added SSE event to show "Advisory Board is thinking..." while the final plan is being synthesized, improving UX by making it clear the system is working. 4. **Fix duplicate advisor name header**: Updated MessageBubble component to check if content already starts with advisor name before showing the header, preventing "Advisory Board Advisory Board" duplication. Technical details: - backend/app/agents/boardroom.py: Use HumanMessage, remove state history - backend/app/api/chat.py: Emit advisor_speaking event for final_plan node - frontend/src/components/chat-interface.tsx: Check content for name duplication 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

krjordan and others added 3 commits November 25, 2025 01:25

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krjordan commented Nov 25, 2025

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krjordan commented Nov 25, 2025

Phase 3 Implementation Complete 🎉

⚠️ Breaking Changes

🚀 Backend Features

Authentication & Security

API Endpoints

Database Models

💻 Frontend Features

Authentication Flow

Dashboard

Chat Interface

UI Components (shadcn/ui)

🤖 Multi-Agent System Improvements

Debate Flow

Model Updates

🎨 UI/UX Enhancements

Scroll Behavior

Text & Styling

📖 Documentation

🧪 Testing Notes

Manual Testing Checklist

Database Migration

📊 Stats

🔗 Related Issues

📝 Follow-up Work (Phase 4)

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Development

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2 participants