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>
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>
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>
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>
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.
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.
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.
