/api/health now returns a version field, default categories can be deleted
once unused, and split transactions (dividing one purchase across a parent
category's subcategories) were fully undocumented — added a dedicated
section in DOCS.md and a mention in README's feature list. Also fixed the
"update to newer code" command, which pulled a Docker image tag that
doesn't exist for locally-built services instead of the actual git repo.
Matches CoinMarketCap's flow: clicking anywhere on a coin's row in the
holdings table opens its transaction history (previously only a dedicated
icon button did). The table's own History icon is gone since the row now
does that job; the remaining "+"/delete icons get stopPropagation so they
don't also trigger the row click.
Adds the missing piece: transactions could be viewed and deleted but not
edited. New PATCH /crypto/transactions/{id} (partial update, never calls
CoinGecko, same oversell guard as creating a sell) backs a pencil button on
each history row that opens CryptoTransactionModal pre-filled — the same
dialog used for "+", now doing double duty as create/edit.
86/86 backend tests passing (4 new). Verified live against the real API:
create, edit quantity/note, 404 on unknown id, cleanup — real user data
untouched throughout.
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
Aurum already exposes the same REST API its frontend uses; this documents
every endpoint (accounts, categories, tags, transactions incl. bulk CSV
import, recurring, budgets, goals, assets/net worth, dashboard/cash-flow/
reports, insights/advice, settings, backup) with request/response shapes,
enforced business rules, and curl recipes, so the API can be published and
used to integrate other programs with Aurum. README links to it from the
top nav and a new API section.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
