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Initial public release

Browse Source 
Aurum — a self-hosted personal finance operating system: cash flow,
net worth tracking, budgets, goals, recurring payments, reports,
proactive alerts, and a compound-interest returns calculator, all
bilingual (RU/EN) and mobile-first. Ships as a three-container Docker
Compose stack (Postgres + FastAPI + nginx-served React frontend).

See README.md for setup and CONTRIBUTING.md for development.
This commit is contained in:
ZProger
2026-08-16 18:39:52 +03:00
commit fe9b079c12
199 changed files with 14410 additions and 0 deletions
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42
backend/alembic/versions/1152a14e9d55_add_capital_role_and_monthly_cash_flow_.py Normal file
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"""add capital role and monthly cash flow to assets
Revision ID: 1152a14e9d55
Revises: 6721ea138cdf
Create Date: 2026-08-14 17:29:53.284630
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = '1152a14e9d55'
down_revision: Union[str, None] = '6721ea138cdf'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# ### commands auto generated by Alembic - adjusted: existing rows need a
# default or this NOT NULL column addition fails outright. ###
op.add_column(
'assets',
sa.Column(
'capital_role',
sa.Enum('INCOME', 'NEUTRAL', 'DRAIN', name='capital_role', native_enum=False, length=10),
nullable=False,
server_default='NEUTRAL',
),
)
op.alter_column('assets', 'capital_role', server_default=None)
op.add_column('assets', sa.Column('monthly_cash_flow', sa.Numeric(precision=14, scale=2), nullable=True))
# ### end Alembic commands ###
def downgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.drop_column('assets', 'monthly_cash_flow')
op.drop_column('assets', 'capital_role')
# ### end Alembic commands ###

49
backend/alembic/versions/6721ea138cdf_add_assets_and_asset_valuations.py Normal file
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"""add assets and asset valuations
Revision ID: 6721ea138cdf
Revises: cfcd12cc849b
Create Date: 2026-08-14 15:43:19.548554
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = '6721ea138cdf'
down_revision: Union[str, None] = 'cfcd12cc849b'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.create_table('assets',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('name', sa.String(length=150), nullable=False),
sa.Column('asset_class', sa.Enum('INVESTMENTS', 'CRYPTO', 'REAL_ESTATE', 'VEHICLES', 'OTHER', name='asset_class', native_enum=False, length=20), nullable=False),
sa.Column('currency', sa.String(length=3), nullable=False),
sa.Column('notes', sa.Text(), nullable=True),
sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.PrimaryKeyConstraint('id')
)
op.create_table('asset_valuations',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('asset_id', sa.Integer(), nullable=False),
sa.Column('value', sa.Numeric(precision=14, scale=2), nullable=False),
sa.Column('as_of_date', sa.Date(), nullable=False),
sa.ForeignKeyConstraint(['asset_id'], ['assets.id'], ondelete='CASCADE'),
sa.PrimaryKeyConstraint('id'),
sa.UniqueConstraint('asset_id', 'as_of_date', name='uq_asset_valuation_date')
)
# ### end Alembic commands ###
def downgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.drop_table('asset_valuations')
op.drop_table('assets')
# ### end Alembic commands ###

35
backend/alembic/versions/9f3a2d7c5e11_add_app_settings.py Normal file
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"""add app_settings
Revision ID: 9f3a2d7c5e11
Revises: 1152a14e9d55
Create Date: 2026-08-16 12:00:00.000000
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = '9f3a2d7c5e11'
down_revision: Union[str, None] = '1152a14e9d55'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
op.create_table(
'app_settings',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('currency', sa.String(length=3), nullable=False, server_default='USD'),
sa.PrimaryKeyConstraint('id'),
)
# Singleton row (id=1) — app boot's seed_default_app_settings() also
# get-or-creates it, but seeding it here means it exists immediately
# after migrating, even before the app has started once.
op.execute("INSERT INTO app_settings (id, currency) VALUES (1, 'USD')")
def downgrade() -> None:
op.drop_table('app_settings')

30
backend/alembic/versions/a71d9f0c3e58_add_risky_allocation_threshold.py Normal file
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"""add risky allocation threshold to app_settings
Revision ID: a71d9f0c3e58
Revises: f2c8e4a917b3
Create Date: 2026-08-16 23:45:00.000000
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = 'a71d9f0c3e58'
down_revision: Union[str, None] = 'f2c8e4a917b3'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
op.add_column(
'app_settings',
sa.Column('risky_allocation_threshold_percent', sa.Integer(), nullable=False, server_default='20'),
)
op.alter_column('app_settings', 'risky_allocation_threshold_percent', server_default=None)
def downgrade() -> None:
op.drop_column('app_settings', 'risky_allocation_threshold_percent')

36
backend/alembic/versions/b4e7c1a9f203_add_alert_thresholds_to_app_settings.py Normal file
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"""add alert thresholds to app_settings
Revision ID: b4e7c1a9f203
Revises: 9f3a2d7c5e11
Create Date: 2026-08-16 15:00:00.000000
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = 'b4e7c1a9f203'
down_revision: Union[str, None] = '9f3a2d7c5e11'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
op.add_column(
'app_settings',
sa.Column('negative_cash_flow_threshold_months', sa.Integer(), nullable=False, server_default='2'),
)
op.add_column(
'app_settings',
sa.Column('net_worth_decline_threshold_months', sa.Integer(), nullable=False, server_default='2'),
)
op.alter_column('app_settings', 'negative_cash_flow_threshold_months', server_default=None)
op.alter_column('app_settings', 'net_worth_decline_threshold_months', server_default=None)
def downgrade() -> None:
op.drop_column('app_settings', 'net_worth_decline_threshold_months')
op.drop_column('app_settings', 'negative_cash_flow_threshold_months')

36
backend/alembic/versions/c7a5f9e2b816_add_budgets.py Normal file
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"""add budgets
Revision ID: c7a5f9e2b816
Revises: b4e7c1a9f203
Create Date: 2026-08-16 18:00:00.000000
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = 'c7a5f9e2b816'
down_revision: Union[str, None] = 'b4e7c1a9f203'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
op.create_table(
'budgets',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('category_id', sa.Integer(), nullable=False),
sa.Column('monthly_limit', sa.Numeric(precision=14, scale=2), nullable=False),
sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.ForeignKeyConstraint(['category_id'], ['categories.id'], ondelete='CASCADE'),
sa.PrimaryKeyConstraint('id'),
sa.UniqueConstraint('category_id', name='uq_budgets_category_id'),
)
def downgrade() -> None:
op.drop_table('budgets')

70
backend/alembic/versions/cfcd12cc849b_initial_schema.py Normal file
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"""initial schema
Revision ID: cfcd12cc849b
Revises:
Create Date: 2026-08-14 15:23:43.618981
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = 'cfcd12cc849b'
down_revision: Union[str, None] = None
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.create_table('accounts',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('name', sa.String(length=100), nullable=False),
sa.Column('type', sa.Enum('CHECKING', 'SAVINGS', 'CREDIT_CARD', 'CASH', 'INVESTMENT', 'OTHER', name='account_type', native_enum=False, length=20), nullable=False),
sa.Column('currency', sa.String(length=3), nullable=False),
sa.Column('color', sa.String(length=7), nullable=True),
sa.Column('is_archived', sa.Boolean(), nullable=False),
sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.PrimaryKeyConstraint('id')
)
op.create_table('categories',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('name', sa.String(length=100), nullable=False),
sa.Column('kind', sa.Enum('INCOME', 'EXPENSE', name='category_kind', native_enum=False, length=10), nullable=False),
sa.Column('icon', sa.String(length=50), nullable=True),
sa.Column('color', sa.String(length=7), nullable=False),
sa.Column('sort_order', sa.Integer(), nullable=False),
sa.Column('is_default', sa.Boolean(), nullable=False),
sa.PrimaryKeyConstraint('id')
)
op.create_table('transactions',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('account_id', sa.Integer(), nullable=False),
sa.Column('category_id', sa.Integer(), nullable=True),
sa.Column('transfer_account_id', sa.Integer(), nullable=True),
sa.Column('type', sa.Enum('INCOME', 'EXPENSE', 'TRANSFER', name='transaction_type', native_enum=False, length=10), nullable=False),
sa.Column('amount', sa.Numeric(precision=14, scale=2), nullable=False),
sa.Column('description', sa.String(length=255), nullable=False),
sa.Column('merchant', sa.String(length=150), nullable=True),
sa.Column('notes', sa.Text(), nullable=True),
sa.Column('date', sa.Date(), nullable=False),
sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.ForeignKeyConstraint(['account_id'], ['accounts.id'], ondelete='CASCADE'),
sa.ForeignKeyConstraint(['category_id'], ['categories.id'], ondelete='SET NULL'),
sa.ForeignKeyConstraint(['transfer_account_id'], ['accounts.id'], ondelete='SET NULL'),
sa.PrimaryKeyConstraint('id')
)
# ### end Alembic commands ###
def downgrade() -> None:
# ### commands auto generated by Alembic - please adjust! ###
op.drop_table('transactions')
op.drop_table('categories')
op.drop_table('accounts')
# ### end Alembic commands ###

46
backend/alembic/versions/d3f8a1c4b729_add_goals.py Normal file
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"""add goals
Revision ID: d3f8a1c4b729
Revises: c7a5f9e2b816
Create Date: 2026-08-16 20:00:00.000000
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = 'd3f8a1c4b729'
down_revision: Union[str, None] = 'c7a5f9e2b816'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
op.create_table(
'goals',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('name', sa.String(length=150), nullable=False),
sa.Column('target_amount', sa.Numeric(precision=14, scale=2), nullable=False),
sa.Column('target_date', sa.Date(), nullable=True),
sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.PrimaryKeyConstraint('id'),
)
op.create_table(
'goal_contributions',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('goal_id', sa.Integer(), nullable=False),
sa.Column('amount', sa.Numeric(precision=14, scale=2), nullable=False),
sa.Column('date', sa.Date(), nullable=False),
sa.Column('note', sa.String(length=200), nullable=True),
sa.ForeignKeyConstraint(['goal_id'], ['goals.id'], ondelete='CASCADE'),
sa.PrimaryKeyConstraint('id'),
)
def downgrade() -> None:
op.drop_table('goal_contributions')
op.drop_table('goals')

55
backend/alembic/versions/e91b6d3c5a04_add_recurring_transactions.py Normal file
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"""add recurring transactions
Revision ID: e91b6d3c5a04
Revises: d3f8a1c4b729
Create Date: 2026-08-16 22:00:00.000000
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = 'e91b6d3c5a04'
down_revision: Union[str, None] = 'd3f8a1c4b729'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
op.create_table(
'recurring_transactions',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('account_id', sa.Integer(), nullable=False),
sa.Column('category_id', sa.Integer(), nullable=True),
sa.Column('transfer_account_id', sa.Integer(), nullable=True),
sa.Column(
'type',
sa.Enum('INCOME', 'EXPENSE', 'TRANSFER', name='recurring_transaction_type', native_enum=False, length=10),
nullable=False,
),
sa.Column('amount', sa.Numeric(precision=14, scale=2), nullable=False),
sa.Column('description', sa.String(length=255), nullable=False),
sa.Column('merchant', sa.String(length=150), nullable=True),
sa.Column('notes', sa.Text(), nullable=True),
sa.Column(
'frequency',
sa.Enum('WEEKLY', 'MONTHLY', 'YEARLY', name='recurring_frequency', native_enum=False, length=10),
nullable=False,
),
sa.Column('anchor_date', sa.Date(), nullable=False),
sa.Column('last_posted_date', sa.Date(), nullable=True),
sa.Column('is_active', sa.Boolean(), nullable=False),
sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=False),
sa.ForeignKeyConstraint(['account_id'], ['accounts.id'], ondelete='CASCADE'),
sa.ForeignKeyConstraint(['category_id'], ['categories.id'], ondelete='SET NULL'),
sa.ForeignKeyConstraint(['transfer_account_id'], ['accounts.id'], ondelete='SET NULL'),
sa.PrimaryKeyConstraint('id'),
)
def downgrade() -> None:
op.drop_table('recurring_transactions')

36
backend/alembic/versions/f2c8e4a917b3_add_risk_level_to_assets.py Normal file
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"""add risk_level to assets
Revision ID: f2c8e4a917b3
Revises: e91b6d3c5a04
Create Date: 2026-08-16 23:30:00.000000
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
# revision identifiers, used by Alembic.
revision: str = 'f2c8e4a917b3'
down_revision: Union[str, None] = 'e91b6d3c5a04'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
# ### existing rows need a default or this NOT NULL column addition fails outright. ###
op.add_column(
'assets',
sa.Column(
'risk_level',
sa.Enum('LOW', 'MEDIUM', 'HIGH', name='risk_level', native_enum=False, length=10),
nullable=False,
server_default='MEDIUM',
),
)
op.alter_column('assets', 'risk_level', server_default=None)
def downgrade() -> None:
op.drop_column('assets', 'risk_level')