Initial public release

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.

backend/app/schemas/backup.py

@@ -0,0 +1,166 @@
+"""Shape of a full-database backup file (see services/backup_service.py)."""
+from datetime import date as date_
+from datetime import datetime
+from decimal import Decimal
+
+from pydantic import BaseModel, ConfigDict, Field
+
+from app.models.enums import (
+    AccountType,
+    AssetClass,
+    CapitalRole,
+    CategoryKind,
+    RecurringFrequency,
+    RiskLevel,
+    TransactionType,
+)
+
+
+class AccountBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    name: str
+    type: AccountType
+    currency: str
+    color: str | None
+    is_archived: bool
+
+
+class CategoryBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    name: str
+    kind: CategoryKind
+    icon: str | None
+    color: str
+    sort_order: int
+    is_default: bool
+
+
+class TransactionBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    account_id: int
+    category_id: int | None
+    transfer_account_id: int | None
+    type: TransactionType
+    amount: Decimal
+    description: str
+    merchant: str | None
+    notes: str | None
+    date: date_
+
+
+class AssetBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    name: str
+    asset_class: AssetClass
+    currency: str
+    notes: str | None
+    # Defaulted so a backup exported before capital_role/monthly_cash_flow
+    # existed still imports cleanly under the same format version.
+    capital_role: CapitalRole = CapitalRole.NEUTRAL
+    monthly_cash_flow: Decimal | None = None
+    # Defaulted so a backup exported before risk_level existed still
+    # imports cleanly under the same format version.
+    risk_level: RiskLevel = RiskLevel.MEDIUM
+
+
+class AssetValuationBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    asset_id: int
+    value: Decimal
+    as_of_date: date_
+
+
+class BudgetBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    category_id: int
+    monthly_limit: Decimal
+
+
+class GoalBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    name: str
+    target_amount: Decimal
+    target_date: date_ | None
+
+
+class GoalContributionBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    goal_id: int
+    amount: Decimal
+    date: date_
+    note: str | None
+
+
+class RecurringTransactionBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    account_id: int
+    category_id: int | None
+    transfer_account_id: int | None
+    type: TransactionType
+    amount: Decimal
+    description: str
+    merchant: str | None
+    notes: str | None
+    frequency: RecurringFrequency
+    anchor_date: date_
+    last_posted_date: date_ | None
+    is_active: bool
+
+
+class AppSettingsBackup(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    currency: str
+    # Defaulted so a backup exported before these thresholds existed still
+    # imports cleanly under the same format version.
+    negative_cash_flow_threshold_months: int = 2
+    net_worth_decline_threshold_months: int = 2
+    # Defaulted so a backup exported before this threshold existed still
+    # imports cleanly under the same format version.
+    risky_allocation_threshold_percent: int = 20
+
+
+class BackupPayload(BaseModel):
+    """A full, portable snapshot of every table. `aurum_backup_version` is
+    checked on import so an incompatible/future file is rejected cleanly
+    instead of half-applied."""
+
+    aurum_backup_version: int
+    exported_at: datetime
+    app_version: str
+    accounts: list[AccountBackup]
+    categories: list[CategoryBackup]
+    transactions: list[TransactionBackup]
+    assets: list[AssetBackup]
+    asset_valuations: list[AssetValuationBackup]
+    # Defaulted so a backup exported before budgets existed still imports
+    # cleanly under the same format version.
+    budgets: list[BudgetBackup] = Field(default_factory=list)
+    # Defaulted so a backup exported before goals existed still imports
+    # cleanly under the same format version.
+    goals: list[GoalBackup] = Field(default_factory=list)
+    goal_contributions: list[GoalContributionBackup] = Field(default_factory=list)
+    # Defaulted so a backup exported before recurring transactions existed
+    # still imports cleanly under the same format version.
+    recurring_transactions: list[RecurringTransactionBackup] = Field(default_factory=list)
+    # Defaulted so a backup exported before the currency setting existed
+    # still imports cleanly under the same format version.
+    app_settings: AppSettingsBackup = Field(default_factory=lambda: AppSettingsBackup(currency="USD"))