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>
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>
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.
