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>
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.
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.
"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.
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.
