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3 commits

Author SHA1 Message Date
8ef3bb2965 Fix audit findings: budget editing, dead code, logging, multi-currency
- Add budget editing: updateBudget() API, edit button on budget cards,
  BudgetFormModal adapted for create/update (category locked on edit)
- Remove permanently-broken POST /auth/totp/verify stub and its unused
  TOTPVerifyRequest schema
- Wire getHoldingTransactions() to AssetDetail page — transaction history
  table now shows above the candlestick chart, sorted newest-first
- Fix multi-currency net worth in account_service: account balances are
  now converted to base_currency via ExchangeRate table before summing
- Replace silent bare pass exception handlers with logger.warning() in
  transactions.py (OCR/AI pipeline) and price_feed_service.py (search)
  — ValueError in date/number regex parsing left silent (control flow)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-23 10:54:32 +00:00
fe4e69b9ad Complete Phase 3, Phase 5 polish and hardening
Phase 3 — Investments:
- Multi-currency support: holdings track purchase currency, FX rates convert to base for totals
- Capital gains report using UK Section 104 pool method, grouped by tax year
- Capital Gains tab added to Reports page

Phase 5 — Polish & Hardening:
- Mobile-responsive layout: bottom nav, sidebar hidden on mobile, logo in TopBar, compact header buttons, hover-only actions now always visible on touch
- Backup system: encrypted GPG backups via backup.sh, nightly scheduler job, admin API (list/trigger/download/restore), Settings UI with drag-to-restore confirmation
- Docker entrypoint with gosu privilege drop to fix bind-mount ownership on fresh deployments
- OWASP fixes: refresh token now bound to its session (new refresh_token_hash column + migration), CSRF secure flag tied to environment, IP-level rate limiting on login, TOTPEnableRequest Pydantic schema replaces raw dict
- AES-256-GCM key rotation script (rotate_keys.py) with dry-run mode and atomic DB transaction
- CLAUDE.md added for AI-assisted development context
- README updated: correct reverse proxy port, accurate backup/restore commands, key rotation instructions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-22 14:59:11 +00:00
61a7884ee5 Initial commit: MyMidas personal finance tracker
Full-stack self-hosted finance app with FastAPI backend and React frontend.

Features:
- Accounts, transactions, budgets, investments with GBP base currency
- CSV import with auto-detection for 10 UK bank formats
- ML predictions: spending forecast, net worth projection, Monte Carlo
- 7 selectable themes (Obsidian, Arctic, Midnight, Vault, Terminal, Synthwave, Ledger)
- Receipt/document attachments on transactions (JPEG, PNG, WebP, PDF)
- AES-256-GCM field encryption, RS256 JWT, TOTP 2FA, RLS, audit log
- Encrypted nightly backups + key rotation script
- Mobile-responsive layout with bottom nav

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 11:56:10 +00:00