Timeline deck slide 9
App · live build PWA · install on your phone
The app is deployed and connected to GitHub — every push to main redeploys automatically. Current build = v0.0.9, last commit 2026-05-06.
| Live URL | afi-cpnianxbp-pablogonzalez-3634s-projects.vercel.app protected · needs Pablo |
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| Repo | github.com/pablogona/afi-app · private |
| Last deploy | 2026-05-06 · cb5e552 · v0.0.9 (Vercel deploy artifacts + DEPLOY.md) |
| Stack | Next.js 16 · App Router · TypeScript · Tailwind v4 · Supabase · Belvo · Vercel · PWA |
| Install | iOS: Safari → Share → "Añadir a pantalla de inicio". Android: Chrome → menu → "Instalar app". Icon appears on home screen, opens full-screen like a native app. |
The three V1 modules deck slides 3–7
1 · Conexión bancaria — Syncfy (was Belvo)
One-tap "Conectar mi banco" → bank login → done. Read-only OAuth, daily sync of balances + transactions. Feeds 4 of the 7 dimensions. Vendor swap 2026-05-15: Belvo confirmed they don't serve MX banking; pivoted to Syncfy (MX-HQ, BBVA partnership). Auth chain verified live against sandbox.
2 · Dashboard AFI — hexagonal radar
Single screen, 7 vertices, live data. Tappable drill-down per dimension. Coach view alternates between clients.
3 · Check-in semanal guiado
Sundays · 3 multiple-choice on a rotating dimension · 1 optional reflection · 1 nudge generated from bank data + answer. ~90 seconds.
The 7 dimensions names locked
Open question: the scoring function per dimension (input variables → 0–10 score, "needs attention" threshold) is what makes the radar real instead of decorative. AFI owes this — see "What we need from you" below.
Footnote — internal: code commits mention 8 dimensions ("Claridad y Acción" as a center indicator). This is a build artifact, not a scope change. To reconcile on the call: keep the 7 dimensions locked + Claridad y Acción as a derived center metric, OR formally add it as an 8th. Pablo's recommendation: derived center, not 8th vertex.
What we need from you unblockers for the build
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1 · Scoring algorithm — all 7 dimensions
For each dimension: the input variables (which Syncfy fields or check-in answers), the function (how they combine to a 0–10 score), and the "needs attention" threshold. Field 5 of the intake form covers the content; this is the math. Without it, the dashboard ships decorative.
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2 · Coach access scope
Each coach sees only her own caseload, OR both coaches see all clients. Affects the Supabase row-level security policies (RLS) — different schema either way. Decide once, hard to change later without a migration.
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3 · Claridad y Acción — vertex or center?
See footnote above. Quick decision, unblocks the dashboard copy + the deck's "7 dimensions" slide consistency.
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4 · Syncfy production onboarding
For production keys, AFI applies directly to Syncfy (KYC + use-case approval). Sandbox keys are in Spark's name and transfer at handover. Pricing not yet public — need to confirm cost-per-link or monthly minimum from the Syncfy dashboard before launch.
Vendor pivot — Belvo → Syncfy 2026-05-15
Decisions locked since kickoff
| 2026-04-29 | Stack: Next.js 16 + Supabase + bank aggregator + PWA. Flipped from static-site default because aggregator OAuth needs server secrets, coach view needs auth + RLS, weekly check-in needs writes. |
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| 2026-05-15 | Aggregator swap: Belvo → Syncfy. Belvo confirmed in writing they don't serve MX retail banking. Syncfy picked after a 12-vendor scan; sandbox auth chain verified live same day; schema generalized (belvo_* tables → bank_* + provider column) so a third swap is one column, not a rename pass. |
| 2026-04-29 | Brand tokens locked: navy #0A1428 + gold #C9A861 + Cormorant Garamond serif. Hexagon ⬡ as the visual anchor. |
| 2026-04-29 | Framework name aligned to "Arquitectura Financiera" (renamed from "...de Riqueza Integral" by AFI). |
| 2026-04-29 | PWA-only for V1. Native wrappers (Capacitor → App Store / Play Store) deferred to V1.1 — review cycle does not fit the 5-week sprint. |
| 2026-05-06 | Vercel + GitHub auto-deploy wired. Every push to main redeploys. |
Scope reminder what V1 is NOT
No money custody · No SPEI initiation · No card issuance · No deposits · No intermediation between client and regulated entities. Read-only data + visualization + accompaniment. This is what keeps V1 below the Ley Fintech line and out of CNBV/CONDUSEF scope. Anything beyond this is V2.
Source-of-truth links
No discovery decks. No sales calls. No auto-replies.
A real person reads every message. That person is Pablo.