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
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>
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>
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.
