Add category management UI and service layer

Users can now create, edit, and delete custom categories from Settings → Categories. System categories (45 built-in) are shown read-only. Backend adds update_category() and delete_category() service functions; frontend has a new categories API module and a full CRUD section in SettingsPage with filter tabs, colour picker, and delete confirmation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
megaproxy 2026-04-23 11:50:28 +00:00
parent 8ef3bb2965
commit 6111424f47
5 changed files with 455 additions and 22 deletions

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@ -23,6 +23,7 @@ Runs entirely on your own hardware via Docker Compose. Designed for LAN access w
- Per-category budget tracking with rollover support
- Visual radial gauges showing spend vs. budget
- Configurable alert threshold (default 80%)
- Edit existing budgets (amount, period, alert threshold) without losing history
### Investments
- Portfolio tracking with holdings and buy/sell/dividend/split transactions
@ -31,10 +32,17 @@ Runs entirely on your own hardware via Docker Compose. Designed for LAN access w
- Hourly FX rates for multi-currency conversion to GBP base
- TWRR and MWRR performance metrics
- Capital gains reporting (short/long-term by tax year)
- OHLCV candlestick charts per asset
- OHLCV candlestick charts per asset with buy/sell transaction history overlay
- Portfolio visualisations: allocation donut by holding, allocation donut by asset type, cost basis vs current value bar chart, return % per holding bar chart
- Investment account balances include holding market values in net worth, balance sheet, and accounts list — supports both simple (holdings only) and full cash-flow tracking workflows
### Reports
### Categories
- 45 built-in system categories across income, expense, and transfer types
- Create custom categories with a name, type, and colour
- Rename and recolour existing custom categories
- Managed in **Settings → Categories**
### Reports
Seven report views:
1. Net Worth over time (area chart with time slider)