Транзакция на подкатегории показывала только её имя — непонятно было,
что это подкатегория и к какой родительской категории она относится.
Фильтры по категории в Транзакциях и Отчётах тоже перечисляли
подкатегории наравне с родительскими, без иерархии.
- categoryLabels.ts: categoryPath() и buildHierarchicalCategories() —
общая логика, вынесенная из TransactionFormModal.
- Список транзакций и «Последние транзакции» на Dashboard показывают
счёт, затем родителя, затем подкатегорию.
- Фильтр категорий в Транзакциях сгруппирован по типу (как в Отчётах);
оба списка показывают подкатегорию с отступом под родителем.
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>
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>
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).
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.
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.
