Replaces the flex-based list (coin logo + full name + ticker suffix,
prone to truncation and misaligned columns) with an actual <table>: a
color swatch + ticker, percent, and amount as three real columns that
align natively instead of fighting flexbox for it. Full coin name is
still available via a title tooltip.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
The coin list next to the donut was flex-1, so with only one or two
holdings it stretched across whatever space was left in the card and the
percent/amount columns ended up stranded far from the coin's icon and name.
Capped the list at a fixed width and centered the donut+list group instead.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
Merges the separate history chart and allocation cards into one
CryptoOverviewCard with History/Allocation tab pills, matching CoinMarketCap's
layout — switching views instead of stacking two cards keeps the tab's
footprint on the page instead of doubling it. The total value, eye toggle,
and change-over-range line stay in the shared header regardless of which
tab is active.
Allocation is now a donut (Recharts Pie, innerRadius 68%, paddingAngle gap
between segments per the dataviz skill's mark spec) instead of a plain bar.
Unlike CoinMarketCap's own version, the list next to it shows both percent
and the $ amount per coin, per explicit request — CMC's reference only
shows percent.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
The eye toggle lived as local state inside CryptoHistoryChart, so it only
masked the big total figure — the holdings table, allocation card, and
stats tiles below stayed fully visible. Lifted `hidden` to CryptoPage and
threaded it through every money-displaying section (chart, stats row,
allocation list, holdings table, trade history modal) via a shared
maskAmount() helper.
Percentages (1h/24h/7d%, profit/loss %) stay visible on purpose — a
relative change doesn't reveal the actual amount of money involved, only
absolute currency figures and coin quantities (which combined with a
visible price also reveal an amount) are masked.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
Adds the analytics half of the CoinMarketCap reference: a value-over-time
chart (GET /crypto/history, forward-filled from AssetValuation like Net
Worth's own series but scoped to crypto assets), an allocation breakdown by
coin, and stat tiles for all-time profit, total invested (cost basis), and
best/worst performer.
Deliberately no "24h" range — history is only as dense as the sync cadence
(button or once/day), so a 24h chart would be one or two points, not a
smooth intraday line. Cost basis / all-time profit / best-worst performer
aren't separate endpoints: they're trivial to derive client-side from
fields already in GET /crypto/holdings, so no redundant backend logic.
Allocation card follows the dataviz skill's categorical rule: top 7 coins
by value get a fixed-order color from the app's already-validated 8-slot
ramp, an 8th+ folds into "Other" rather than generating a new hue.
82/82 backend tests passing (3 new for /crypto/history). Verified live
against the real CoinGecko API — and caught a real holding the user had
already added directly through the UI between messages, which the smoke
test correctly left untouched while cleaning up only its own test data.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
Replaces the plain quantity field with a CryptoTransaction log (same
"record events, derive the total" shape as Goal/GoalContribution): quantity
and average buy price are now computed via weighted-average cost — a buy
blends into the running average, a sell reduces quantity but leaves the
average cost of what's still held unchanged.
Switches price fetching from /simple/price to CoinGecko's /coins/markets
(still one batched call for every coin), which also returns 1h/24h/7d %
change in the same request. Old PATCH /crypto/holdings/{id} is replaced by
POST .../transactions (buy/sell, rejects selling more than held), GET
.../transactions (history), and DELETE /crypto/transactions/{id}.
Frontend: CryptoHoldingsTable replaces the simple list with a real table
(Name/Price/1h%/24h%/7d%/Holdings/Avg Buy Price/Profit-Loss/Actions),
horizontally scrollable on mobile rather than dropping columns. New
CryptoTransactionModal (buy/sell) and CryptoTransactionHistoryModal.
Backend: 79/79 tests passing (13 in test_crypto.py, up from 9). Also
verified live end-to-end against the real CoinGecko API with the user's own
key — create, buy, sell, oversell rejection, history, manual refresh, all
against real BTC/ETH prices in EUR — test data cleaned up after.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
Track individual coins (identity + quantity) in a dedicated tab, backed by
CoinGecko's Demo API (AURUM_COINGECKO_API_KEY). A holding is just another
Asset under the hood (asset_class=crypto) with its value written as a
regular AssetValuation — the existing Net Worth aggregation needs zero
changes to pick it up.
Prices never refresh in the background (no scheduler in this stack, same
reasoning as recurring transactions): a "Refresh prices" button forces a
sync, and GET /crypto/holdings lazily re-syncs at most once every 24h.
CoinGecko outages leave existing values untouched (error_key: "unreachable")
instead of failing the request. Backup/restore now carries CryptoHolding
rows too, so a restore doesn't silently strip a holding's coin identity.
Backend: 75/75 tests passing (9 new), including a real identity-map
staleness bug the tests caught in the raw-Core-upsert + ORM re-read pattern,
fixed via populate_existing=True.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
Default stays sessionStorage (signed out on tab close). Checking the box
instead stores the credential in localStorage with an explicit 30-day
expiry checked on every page load, so staying logged in has a hard ceiling
rather than lasting forever.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
The browser's native Basic Auth prompt can't be restyled — it's chrome UI,
not part of the page. Replace it with Aurum's own login screen: nginx keeps
auth_basic on /api/* (the actual protection, unchanged), but drops it from
the SPA shell (just HTML/JS/CSS, no data) so the app can render its own
branded form instead. On submit the app validates the credentials against a
real protected endpoint, then attaches the resulting Authorization header to
every request itself — sessionStorage-backed, so closing the tab signs out.
Instances with Basic Auth left off (the default) never see this screen.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
Fourth of the four ideas picked from the Maybe/Sure feature audit, and the
last one queued up. A 3-step wizard (account -> column mapping -> preview)
at /transactions/import, parsed entirely client-side (new lib/csv.ts —
delimiter auto-detect, 5 date formats, thousands/decimal-separator-aware
amounts) and submitted through a new all-or-nothing POST /transactions/bulk
endpoint, mirroring backup restore's validate-everything-before-touching-
anything approach.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Third of the four ideas picked from the Maybe/Sure feature audit. Tags are
orthogonal to categories (category = what kind of spend, tag = which
event/project) — many-to-many, created inline while typing in the
transaction form, filterable from the Transactions page.
Also adds tests/test_backup.py, the first test coverage the backup
export/import path has ever had, and fixes a MissingGreenlet bug it
surfaced in restore_backup's tag-wiring.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Two of the four ideas picked from the Maybe/Sure feature audit:
- Idle cash: a 5th proactive alert flags a depository account (checking/
savings/cash) sitting at or above a configurable balance with no
transaction touching it for a configurable number of days.
- Category hierarchy: categories can now have one level of subcategories
(Groceries -> Alcohol). Dashboard/report aggregations roll a
subcategory's spending into its parent's slice.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Expense/income lists were rendered in server sort_order (chart palette
slot order), which looks arbitrary for browsing/managing categories.
Sorts by translated name instead, locale-aware — same approach
BudgetFormModal's category picker already uses. Display-only; sort_order
itself is untouched since the dashboard donut chart still relies on it.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Fresh installs (this app is published on GitHub) only got Salary,
Freelance, Investments, Gifts, Other Income by default — adds Business
Income, Rental Income, Benefits, and Item Sales, rounding out the 8-slot
categorical palette. Only affects new databases (seeding is a one-time
no-op once any category exists).
Also fixes CategoryList.tsx (added last commit) to run category names
through translateCategoryName() like every other category display in the
app, and registers the new defaults' translation keys.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
The backend already had full category CRUD but nothing in the UI exposed
it — categories could only be viewed inside charts. Adds a Categories nav
item and page with icon/color pickers, grouped by expense/income, backed
by new create/update/delete mutations. Also expands icons.tsx's ICON_MAP,
which was missing 14 icon keys already in use by real category data and
silently falling back to a wallet glyph everywhere they render.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Transactions/recurring templates entered with mixed casing ("траты на
продукты") are now capitalized on create/update via a Pydantic validator,
so the fix applies to every client, not just the web UI. Adds a one-off
backfill script for existing rows.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Lets the user find a past purchase by keyword instead of paging through
months manually — search hits description/merchant/notes and ignores the
month filter, with a "jump to month" action on each result to view it in
its normal monthly context.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
parseMonthParam передавал Number(null) дальше — а это 0, не NaN, поэтому
проверка "отсутствует/невалиден -> fallback" не срабатывала и месяц
зажимался в 1. Добавил явную проверку value === null и диапазон 1-12
вместо клампинга (тот же фикс для parseYearParam для единообразия).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Asset(...) в create_asset игнорировал payload.risk_level, а _to_read()
не передавал risk_level в AssetRead — из-за дефолта в схеме API всегда
отвечал Medium вне зависимости от выбора в форме и данных в БД.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Transactions can carry a `notes` field (set via the API — e.g. the
currency-conversion metadata on this user's imported historical data), but
there was no way to see it in the UI at all.
TransactionsTable now shows a note icon next to edit/delete, only when a
transaction actually has one, opening a dialog with the text. The edit
form's `notes` field was already wired end to end (state, payload) but had
no input in the JSX — added it, since a view-only note with no way to edit
or clear it would be a dead end.
Also fixed e2e/run.sh's readiness check, found while running the full
suite for this change: it polled `/` (nginx, answers almost immediately)
instead of `/api/health`, so the first test could start before the backend
finished migrating/seeding and fail trying to parse nginx's HTML error
page as JSON.
Picking a category at the top meant scrolling past the whole "top
categories" list before reaching its chart, then scrolling back up to
pick another one. Swapped the two so the chart renders immediately after
the category/range selector.
Language and Theme were two separate Cards stacked on top of each other —
both are pure client-side display preferences, so splitting them side by
side (language left, theme right) saves a card's worth of vertical space.
Collapses back to a single column on mobile.
Theme previously followed only the OS's prefers-color-scheme, which
switches automatically on this user's Mac at sunset/sunrise. Adds an
explicit override in Settings: Light/Dark/System, System being the
previous (default) auto-follow-the-OS behavior.
Persisted client-side in localStorage (lib/theme.ts, same pattern as
language) rather than server-side like currency — it's a pure display
preference, and synchronous localStorage reads are what make the
anti-FOUC inline script in index.html possible. index.css already had the
[data-theme] CSS variables laid in ahead of time; only the JS to actually
set the attribute, and the Settings UI, were missing.
Covered by 2 new Playwright specs (theme-switcher.spec.ts) run against the
isolated e2e stack: explicit choice overrides a dark OS and survives
reload; switching back to "system" doesn't leave a stale forced theme.
backend/tests/: 33 pytest tests against a real Postgres database
(aurum_test, created/migrated/dropped per run) exercised through the actual
HTTP API — not sqlite, not mocks, and the real `aurum` database is never
opened (app lifespan is skipped, get_session is overridden per test).
Covers transaction category-kind validation, year/month/date-range
filtering and pagination, dashboard summary arithmetic, budget status, cash
flow, and the /transactions/years picker.
e2e/: 6 Playwright specs driving a real browser against a fully separate
throwaway docker-compose stack (run.sh: separate project name, database,
port, and volume, torn down with `down -v` on exit) — regression coverage
for the Recent Transactions month bug, the Card grid-overflow bug, the
frozen-year bug, the Net Worth default range, and the Dashboard->
Transactions deep link, all fixed earlier this session.
Also synced the backend's APP_VERSION constant (stale at 0.15.2, embedded
in exported backups) with the frontend version.
Net Worth opened on a 30-day window by default, which frequently shows
a dip (short windows don't have enough recorded income relative to
spending) even though the long-term trend is a steady climb —
demotivating for no good reason. Defaults to 5y instead.
Dashboard's "All transactions" link always sent users to the current
month regardless of which month they had selected. It now carries
?year=&month= and TransactionsPage seeds its state from those params
(clamped/validated, falls back to the current month if absent).
"This year" and "12 months" were two different ways of showing roughly
the same recent window, which read as duplicated. Replaced the "12m"
preset with "custom": pick an arbitrary fromYear-toYear span via a new
YearRangeSelector (two dropdowns built on the same internal component
YearSelector already uses).
Also de-duplicated the RangePreset/computeRange logic that was copied
verbatim between CashFlowPage and ReportsPage into shared
lib/dateRange.ts — both pages had the identical bug/duplication.
The pill-row year switcher from the previous commit added a whole
extra row of buttons above the month pills, which read as cluttered.
Replaced it with a single dropdown button (current year + chevron)
placed to the right of MonthSelector on all three pages, matching how
a lot of finance-app date pickers separate month (frequent) from year
(occasional) navigation.
Year was previously hardcoded to the current year on all three pages
(useState with no setter) — only the month could be changed via
MonthSelector, making it impossible to look at or compare older years
even though transaction history goes back further than the current
year.
Adds GET /transactions/years (contiguous range from the earliest
transaction through the current year) and a YearSelector component
matching MonthSelector's style, wired into all three pages alongside
a real year useState.
Card had no min-width: 0, so as a direct CSS Grid child on the
Dashboard it would grow to fit nowrap (truncate) text instead of
letting the ellipsis kick in — classic grid blowout. Reproduced with
Playwright (scrollWidth 2143px vs 1440px viewport before the fix,
matches after). Fixing it on the shared Card primitive protects every
grid/flex layout that uses it, not just Dashboard.
RecentTransactionsCard queried transactions without year/month filters,
so it always showed the latest 6 transactions globally instead of the
ones for the month picked in the MonthSelector. DashboardPage now
passes its year/month state down to the card, which forwards it to
useTransactions.
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.
