feat(worker): add transaction saving to db

feat(frontend): Added Mock Bank connection

.github/workflows/deploy-pr.yaml

@@ -118,7 +118,8 @@ jobs:
             --set frontend_domain_scheme="$FRONTEND_DOMAIN_SCHEME" \
             --set image.digest="$DIGEST" \
             --set-string rabbitmq.password="$RABBITMQ_PASSWORD" \
-            --set-string database.password="$DB_PASSWORD"
+            --set-string database.password="$DB_PASSWORD" \
+            --set-string database.encryptionSecret="$PR"
 
       - name: Post preview URLs as PR comment
         uses: actions/github-script@v7

.github/workflows/deploy-prod.yaml

@@ -129,4 +129,5 @@ jobs:
             --set-string oauth.mojeid.clientSecret="$MOJEID_CLIENT_SECRET" \
             --set-string oauth.csas.clientId="$CSAS_CLIENT_ID" \
             --set-string oauth.csas.clientSecret="$CSAS_CLIENT_SECRET" \
-            --set-string sentry_dsn="$SENTRY_DSN" \
+            --set-string sentry_dsn="$SENTRY_DSN" \
+            --set-string database.encryptionSecret="${{ secrets.PROD_DB_ENCRYPTION_KEY }}"

.github/workflows/run-tests.yml

@@ -43,10 +43,15 @@ jobs:
 
       # Step 3: Install project dependencies
       # Runs shell commands to install the libraries listed in your requirements.txt.
+      - name: Add test dependencies to requirements
+        run: |
+          echo "pytest==8.4.2" >> ./7project/backend/requirements.txt
+          echo "pytest-asyncio==1.2.0" >> ./7project/backend/requirements.txt
+
       - name: Install dependencies
         run: |
           python -m pip install --upgrade pip
-          pip install -r requirements.txt
+          pip install -r ./7project/backend/requirements.txt
       
       # Step 4: Run your tests!
       # Executes the pytest command to run your test suite.

7project/backend/alembic/versions/2025_10_22_1618-1f2a3c4d5e6f_add_date_to_transaction.py

@@ -0,0 +1,32 @@
+"""add date to transaction
+
+Revision ID: 1f2a3c4d5e6f
+Revises: eabec90a94fe
+Create Date: 2025-10-22 16:18:00
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.sql import func
+
+# revision identifiers, used by Alembic.
+revision: str = '1f2a3c4d5e6f'
+down_revision: Union[str, Sequence[str], None] = 'eabec90a94fe'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema by adding date column with server default current_date."""
+    op.add_column(
+        'transaction',
+        sa.Column('date', sa.Date(), nullable=False, server_default=sa.text('CURRENT_DATE'))
+    )
+
+
+
+def downgrade() -> None:
+    """Downgrade schema by removing date column."""
+    op.drop_column('transaction', 'date')

7project/backend/alembic/versions/2025_10_29_1326-46b9e702e83f_add_encrypted_type.py

@@ -0,0 +1,47 @@
+"""Add encrypted type
+
+Revision ID: 46b9e702e83f
+Revises: 1f2a3c4d5e6f
+Create Date: 2025-10-29 13:26:24.568523
+
+"""
+from typing import Sequence, Union
+
+import sqlalchemy_utils
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import mysql
+
+# revision identifiers, used by Alembic.
+revision: str = '46b9e702e83f'
+down_revision: Union[str, Sequence[str], None] = '1f2a3c4d5e6f'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.alter_column('transaction', 'amount',
+               existing_type=mysql.FLOAT(),
+               type_=sqlalchemy_utils.types.encrypted.encrypted_type.EncryptedType(),
+               existing_nullable=False)
+    op.alter_column('transaction', 'description',
+               existing_type=mysql.VARCHAR(length=255),
+               type_=sqlalchemy_utils.types.encrypted.encrypted_type.EncryptedType(),
+               existing_nullable=True)
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.alter_column('transaction', 'description',
+               existing_type=sqlalchemy_utils.types.encrypted.encrypted_type.EncryptedType(),
+               type_=mysql.VARCHAR(length=255),
+               existing_nullable=True)
+    op.alter_column('transaction', 'amount',
+               existing_type=sqlalchemy_utils.types.encrypted.encrypted_type.EncryptedType(),
+               type_=mysql.FLOAT(),
+               existing_nullable=False)
+    # ### end Alembic commands ###

7project/backend/app/api/categories.py

@@ -5,7 +5,7 @@ from sqlalchemy import select, delete
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.models.categories import Category
-from app.schemas.category import CategoryCreate, CategoryRead
+from app.schemas.category import CategoryCreate, CategoryRead, CategoryUpdate
 from app.services.db import get_async_session
 from app.services.user_service import current_active_user
 from app.models.user import User
@@ -43,6 +43,37 @@ async def list_categories(
     return list(res.scalars())
 
 
+@router.patch("/{category_id}", response_model=CategoryRead)
+async def update_category(
+    category_id: int,
+    payload: CategoryUpdate,
+    session: AsyncSession = Depends(get_async_session),
+    user: User = Depends(current_active_user),
+):
+    res = await session.execute(
+        select(Category).where(Category.id == category_id, Category.user_id == user.id)
+    )
+    category = res.scalar_one_or_none()
+    if not category:
+        raise HTTPException(status_code=404, detail="Category not found")
+
+    # If name changed, check uniqueness per user
+    if payload.name is not None and payload.name != category.name:
+        dup = await session.execute(
+            select(Category.id).where(Category.user_id == user.id, Category.name == payload.name)
+        )
+        if dup.scalar_one_or_none() is not None:
+            raise HTTPException(status_code=409, detail="Category with this name already exists")
+        category.name = payload.name
+
+    if payload.description is not None:
+        category.description = payload.description
+
+    await session.commit()
+    await session.refresh(category)
+    return category
+
+
 @router.get("/{category_id}", response_model=CategoryRead)
 async def get_category(
     category_id: int,

7project/backend/app/api/transactions.py

@@ -1,7 +1,8 @@
 from typing import List, Optional
+from datetime import date
 
 from fastapi import APIRouter, Depends, HTTPException, status
-from sqlalchemy import select
+from sqlalchemy import select, and_, func
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.models.transaction import Transaction
@@ -23,6 +24,7 @@ def _to_read_model(tx: Transaction) -> TransactionRead:
         id=tx.id,
         amount=tx.amount,
         description=tx.description,
+        date=tx.date,
         category_ids=[c.id for c in (tx.categories or [])],
     )
 
@@ -33,7 +35,21 @@ async def create_transaction(
     session: AsyncSession = Depends(get_async_session),
     user: User = Depends(current_active_user),
 ):
-    tx = Transaction(amount=payload.amount, description=payload.description, user_id=user.id)
+    # Build transaction; set `date` only if provided to let DB default apply otherwise
+    tx_kwargs = dict(
+        amount=payload.amount,
+        description=payload.description,
+        user_id=user.id,
+    )
+    if payload.date is not None:
+        parsed_date = payload.date
+        if isinstance(parsed_date, str):
+            try:
+                parsed_date = date.fromisoformat(parsed_date)
+            except ValueError:
+                raise HTTPException(status_code=400, detail="Invalid date format, expected YYYY-MM-DD")
+        tx_kwargs["date"] = parsed_date
+    tx = Transaction(**tx_kwargs)
 
     # Attach categories if provided (and owned by user)
     if payload.category_ids:
@@ -60,11 +76,18 @@ async def create_transaction(
 
 @router.get("/", response_model=List[TransactionRead])
 async def list_transactions(
+    start_date: Optional[date] = None,
+    end_date: Optional[date] = None,
     session: AsyncSession = Depends(get_async_session),
     user: User = Depends(current_active_user),
 ):
+    cond = [Transaction.user_id == user.id]
+    if start_date is not None:
+        cond.append(Transaction.date >= start_date)
+    if end_date is not None:
+        cond.append(Transaction.date <= end_date)
     res = await session.execute(
-        select(Transaction).where(Transaction.user_id == user.id).order_by(Transaction.id)
+        select(Transaction).where(and_(*cond)).order_by(Transaction.date, Transaction.id)
     )
     txs = list(res.scalars())
     # Eagerly load categories for each transaction
@@ -73,6 +96,36 @@ async def list_transactions(
     return [_to_read_model(tx) for tx in txs]
 
 
+@router.get("/balance_series")
+async def get_balance_series(
+    start_date: Optional[date] = None,
+    end_date: Optional[date] = None,
+    session: AsyncSession = Depends(get_async_session),
+    user: User = Depends(current_active_user),
+):
+    cond = [Transaction.user_id == user.id]
+    if start_date is not None:
+        cond.append(Transaction.date >= start_date)
+    if end_date is not None:
+        cond.append(Transaction.date <= end_date)
+    res = await session.execute(
+        select(Transaction).where(and_(*cond)).order_by(Transaction.date, Transaction.id)
+    )
+    txs = list(res.scalars())
+    # Group by date and accumulate
+    daily = {}
+    for tx in txs:
+        key = tx.date.isoformat() if hasattr(tx.date, 'isoformat') else str(tx.date)
+        daily[key] = daily.get(key, 0.0) + float(tx.amount)
+    # Build cumulative series sorted by date
+    series = []
+    running = 0.0
+    for d in sorted(daily.keys()):
+        running += daily[d]
+        series.append({"date": d, "balance": running})
+    return series
+
+
 @router.get("/{transaction_id}", response_model=TransactionRead)
 async def get_transaction(
     transaction_id: int,
@@ -111,6 +164,14 @@ async def update_transaction(
         tx.amount = payload.amount
     if payload.description is not None:
         tx.description = payload.description
+    if payload.date is not None:
+        new_date = payload.date
+        if isinstance(new_date, str):
+            try:
+                new_date = date.fromisoformat(new_date)
+            except ValueError:
+                raise HTTPException(status_code=400, detail="Invalid date format, expected YYYY-MM-DD")
+        tx.date = new_date
 
     if payload.category_ids is not None:
         # Preload categories to avoid async lazy-load during assignment

7project/backend/app/app.py

@@ -105,10 +105,6 @@ async def root():
 async def authenticated_route(user: User = Depends(current_active_verified_user)):
     return {"message": f"Hello {user.email}!"}
 
-@fastApi.get("/sentry-debug")
-async def trigger_error():
-    division_by_zero = 1 / 0
-
 
 @fastApi.get("/debug/scrape/csas/all", tags=["debug"])
 async def debug_scrape_csas_all():

7project/backend/app/models/transaction.py

@@ -1,15 +1,22 @@
+import os
 from fastapi_users_db_sqlalchemy import GUID
-from sqlalchemy import Column, Integer, String, Float, ForeignKey
+from sqlalchemy import Column, Integer, String, Float, ForeignKey, Date, func
 from sqlalchemy.orm import relationship
+from sqlalchemy_utils import EncryptedType
+from sqlalchemy_utils.types.encrypted.encrypted_type import FernetEngine
+
 from app.core.base import Base
 from app.models.categories import association_table
 
+SECRET_KEY = os.environ.get("DB_ENCRYPTION_KEY", "localdev")
+
 
 class Transaction(Base):
     __tablename__ = "transaction"
     id = Column(Integer, primary_key=True, autoincrement=True)
-    amount = Column(Float, nullable=False)
+    amount = Column(EncryptedType(Float, SECRET_KEY, engine=FernetEngine), nullable=False)
-    description = Column(String(length=255), nullable=True)
+    description = Column(EncryptedType(String(length=255), SECRET_KEY, engine=FernetEngine), nullable=True)
+    date = Column(Date, nullable=False, server_default=func.current_date())
     user_id = Column(GUID, ForeignKey("user.id"), nullable=False)
 
     # Relationship

7project/backend/app/schemas/category.py

@@ -11,6 +11,11 @@ class CategoryCreate(CategoryBase):
     pass
 
 
+class CategoryUpdate(BaseModel):
+    name: Optional[str] = None
+    description: Optional[str] = None
+
+
 class CategoryRead(CategoryBase):
     id: int
     model_config = ConfigDict(from_attributes=True)

7project/backend/app/schemas/transaction.py

@@ -1,10 +1,13 @@
-from typing import List, Optional
+from typing import List, Optional, Union
+from datetime import date
 from pydantic import BaseModel, Field, ConfigDict
 
 
 class TransactionBase(BaseModel):
     amount: float = Field(..., gt=-1e18, lt=1e18)
     description: Optional[str] = None
+    # accept either ISO date string or date object
+    date: Optional[Union[date, str]] = None
 
 class TransactionCreate(TransactionBase):
     category_ids: Optional[List[int]] = None
@@ -12,10 +15,12 @@ class TransactionCreate(TransactionBase):
 class TransactionUpdate(BaseModel):
     amount: Optional[float] = Field(None, gt=-1e18, lt=1e18)
     description: Optional[str] = None
+    # accept either ISO date string or date object
+    date: Optional[Union[date, str]] = None
     category_ids: Optional[List[int]] = None
 
 class TransactionRead(TransactionBase):
     id: int
     category_ids: List[int] = []
-
+    date: Optional[Union[date, str]]
     model_config = ConfigDict(from_attributes=True)

7project/backend/app/services/bank_scraper.py

@@ -1,17 +1,18 @@
 import json
 import logging
 from os.path import dirname, join
+from time import strptime
 from uuid import UUID
 
 import httpx
 from sqlalchemy import select
 
 from app.core.db import async_session_maker
+from app.models.transaction import Transaction
 from app.models.user import User
 
 logger = logging.getLogger(__name__)
 
-# Reuse CSAS mTLS certs used by OAuth profile calls
 OAUTH_DIR = join(dirname(__file__), "..", "oauth")
 CERTS = (
     join(OAUTH_DIR, "public_key.pem"),
@@ -20,10 +21,6 @@ CERTS = (
 
 
 async def aload_ceska_sporitelna_transactions(user_id: str) -> None:
-    """
-    Async entry point to load Česká spořitelna transactions for a single user.
-    Validates the user_id and performs a minimal placeholder action.
-    """
     try:
         uid = UUID(str(user_id))
     except Exception:
@@ -34,9 +31,6 @@ async def aload_ceska_sporitelna_transactions(user_id: str) -> None:
 
 
 async def aload_all_ceska_sporitelna_transactions() -> None:
-    """
-    Async entry point to load Česká spořitelna transactions for all users.
-    """
     async with async_session_maker() as session:
         result = await session.execute(select(User))
         users = result.unique().scalars().all()
@@ -54,7 +48,7 @@ async def aload_all_ceska_sporitelna_transactions() -> None:
 
 
 async def _aload_ceska_sporitelna_transactions(user_id: UUID) -> None:
-    async with async_session_maker() as session:
+    async with (async_session_maker() as session):
         result = await session.execute(select(User).where(User.id == user_id))
         user: User = result.unique().scalar_one_or_none()
         if user is None:
@@ -106,16 +100,22 @@ async def _aload_ceska_sporitelna_transactions(user_id: UUID) -> None:
                 if response.status_code != httpx.codes.OK:
                     continue
 
-                # Placeholder: just print the account transactions
-
                 transactions = response.json()["transactions"]
-                pass
 
             for transaction in transactions:
-                #parse and store transaction to database
+                description = transaction.get("entryDetails", {}).get("transactionDetails", {}).get(
-                #create Transaction object and save to DB
+                    "additionalRemittanceInformation")
-                #obj =
+                date_str = transaction.get("bookingDate", {}).get("date")
+                date = strptime(date_str, "%Y-%m-%d") if date_str else None
 
+                obj = Transaction(
+                    amount=transaction['amount']['value'],
+                    description=description,
+                    date=date,
+                    user_id=user_id,
+                )
+                session.add(obj)
+                await session.commit()
 
                 pass
             pass

7project/backend/requirements.txt

@@ -54,6 +54,7 @@ sentry-sdk==2.42.0
 six==1.17.0
 sniffio==1.3.1
 SQLAlchemy==2.0.43
+SQLAlchemy-Utils==0.42.0
 starlette==0.48.0
 tomli==2.2.1
 typing-inspection==0.4.1

7project/charts/myapp-chart/templates/app-deployment.yaml

@@ -101,6 +101,11 @@ spec:
                 secretKeyRef:
                   name: prod
                   key: SENTRY_DSN
+            - name: DB_ENCRYPTION_KEY
+              valueFrom:
+                secretKeyRef:
+                  name: prod
+                  key: DB_ENCRYPTION_KEY
           livenessProbe:
             httpGet:
               path: /

7project/charts/myapp-chart/templates/prod.yaml

@@ -18,3 +18,4 @@ stringData:
   RABBITMQ_PASSWORD: {{ .Values.rabbitmq.password | default "" | quote }}
   RABBITMQ_USERNAME: {{ .Values.rabbitmq.username | quote }}
   SENTRY_DSN: {{ .Values.sentry_dsn | quote }}
+  DB_ENCRYPTION_KEY: {{ required "Set .Values.database.encryptionSecret" .Values.database.encryptionSecret | quote }}

7project/charts/myapp-chart/templates/worker-deployment.yaml

@@ -20,7 +20,7 @@ spec:
           securityContext:
             allowPrivilegeEscalation: false
             capabilities:
-              drop: ["ALL"]
+              drop: [ "ALL" ]
           command:
             - celery
             - -A
@@ -80,3 +80,8 @@ spec:
                 secretKeyRef:
                   name: prod
                   key: CSAS_CLIENT_SECRET
+            - name: DB_ENCRYPTION_KEY
+              valueFrom:
+                secretKeyRef:
+                  name: prod
+                  key: DB_ENCRYPTION_KEY

7project/charts/myapp-chart/values.yaml

@@ -75,3 +75,4 @@ database:
   userName: app-demo-user
   secretName: app-demo-database-secret
   password: ""
+  encryptionSecret: ""

7project/frontend/package-lock.json

@@ -9,7 +9,8 @@
       "version": "0.0.0",
       "dependencies": {
         "react": "^19.1.1",
-        "react-dom": "^19.1.1"
+        "react-dom": "^19.1.1",
+        "recharts": "^3.3.0"
       },
       "devDependencies": {
         "@eslint/js": "^9.36.0",
@@ -1047,6 +1048,32 @@
         "node": ">= 8"
       }
     },
+    "node_modules/@reduxjs/toolkit": {
+      "version": "2.9.1",
+      "resolved": "https://registry.npmjs.org/@reduxjs/toolkit/-/toolkit-2.9.1.tgz",
+      "integrity": "sha512-sETJ3qO72y7L7WiR5K54UFLT3jRzAtqeBPVO15xC3bGA6kDqCH8m/v7BKCPH4czydXzz/1lPEGLvew7GjOO3Qw==",
+      "license": "MIT",
+      "dependencies": {
+        "@standard-schema/spec": "^1.0.0",
+        "@standard-schema/utils": "^0.3.0",
+        "immer": "^10.0.3",
+        "redux": "^5.0.1",
+        "redux-thunk": "^3.1.0",
+        "reselect": "^5.1.0"
+      },
+      "peerDependencies": {
+        "react": "^16.9.0 || ^17.0.0 || ^18 || ^19",
+        "react-redux": "^7.2.1 || ^8.1.3 || ^9.0.0"
+      },
+      "peerDependenciesMeta": {
+        "react": {
+          "optional": true
+        },
+        "react-redux": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/@rolldown/pluginutils": {
       "version": "1.0.0-beta.38",
       "resolved": "https://registry.npmjs.org/@rolldown/pluginutils/-/pluginutils-1.0.0-beta.38.tgz",
@@ -1362,6 +1389,18 @@
         "win32"
       ]
     },
+    "node_modules/@standard-schema/spec": {
+      "version": "1.0.0",
+      "resolved": "https://registry.npmjs.org/@standard-schema/spec/-/spec-1.0.0.tgz",
+      "integrity": "sha512-m2bOd0f2RT9k8QJx1JN85cZYyH1RqFBdlwtkSlf4tBDYLCiiZnv1fIIwacK6cqwXavOydf0NPToMQgpKq+dVlA==",
+      "license": "MIT"
+    },
+    "node_modules/@standard-schema/utils": {
+      "version": "0.3.0",
+      "resolved": "https://registry.npmjs.org/@standard-schema/utils/-/utils-0.3.0.tgz",
+      "integrity": "sha512-e7Mew686owMaPJVNNLs55PUvgz371nKgwsc4vxE49zsODpJEnxgxRo2y/OKrqueavXgZNMDVj3DdHFlaSAeU8g==",
+      "license": "MIT"
+    },
     "node_modules/@types/babel__core": {
       "version": "7.20.5",
       "resolved": "https://registry.npmjs.org/@types/babel__core/-/babel__core-7.20.5.tgz",
@@ -1407,6 +1446,69 @@
         "@babel/types": "^7.28.2"
       }
     },
+    "node_modules/@types/d3-array": {
+      "version": "3.2.2",
+      "resolved": "https://registry.npmjs.org/@types/d3-array/-/d3-array-3.2.2.tgz",
+      "integrity": "sha512-hOLWVbm7uRza0BYXpIIW5pxfrKe0W+D5lrFiAEYR+pb6w3N2SwSMaJbXdUfSEv+dT4MfHBLtn5js0LAWaO6otw==",
+      "license": "MIT"
+    },
+    "node_modules/@types/d3-color": {
+      "version": "3.1.3",
+      "resolved": "https://registry.npmjs.org/@types/d3-color/-/d3-color-3.1.3.tgz",
+      "integrity": "sha512-iO90scth9WAbmgv7ogoq57O9YpKmFBbmoEoCHDB2xMBY0+/KVrqAaCDyCE16dUspeOvIxFFRI+0sEtqDqy2b4A==",
+      "license": "MIT"
+    },
+    "node_modules/@types/d3-ease": {
+      "version": "3.0.2",
+      "resolved": "https://registry.npmjs.org/@types/d3-ease/-/d3-ease-3.0.2.tgz",
+      "integrity": "sha512-NcV1JjO5oDzoK26oMzbILE6HW7uVXOHLQvHshBUW4UMdZGfiY6v5BeQwh9a9tCzv+CeefZQHJt5SRgK154RtiA==",
+      "license": "MIT"
+    },
+    "node_modules/@types/d3-interpolate": {
+      "version": "3.0.4",
+      "resolved": "https://registry.npmjs.org/@types/d3-interpolate/-/d3-interpolate-3.0.4.tgz",
+      "integrity": "sha512-mgLPETlrpVV1YRJIglr4Ez47g7Yxjl1lj7YKsiMCb27VJH9W8NVM6Bb9d8kkpG/uAQS5AmbA48q2IAolKKo1MA==",
+      "license": "MIT",
+      "dependencies": {
+        "@types/d3-color": "*"
+      }
+    },
+    "node_modules/@types/d3-path": {
+      "version": "3.1.1",
+      "resolved": "https://registry.npmjs.org/@types/d3-path/-/d3-path-3.1.1.tgz",
+      "integrity": "sha512-VMZBYyQvbGmWyWVea0EHs/BwLgxc+MKi1zLDCONksozI4YJMcTt8ZEuIR4Sb1MMTE8MMW49v0IwI5+b7RmfWlg==",
+      "license": "MIT"
+    },
+    "node_modules/@types/d3-scale": {
+      "version": "4.0.9",
+      "resolved": "https://registry.npmjs.org/@types/d3-scale/-/d3-scale-4.0.9.tgz",
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@@ -2925,6 +3204,36 @@
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@@ -2935,6 +3244,54 @@
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+        "reselect": "5.1.1",
+        "tiny-invariant": "^1.3.3",
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@@ -3097,6 +3454,12 @@
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       "dependencies": {

7project/frontend/package.json

@@ -11,7 +11,8 @@
   },
   "dependencies": {
     "react": "^19.1.1",
-    "react-dom": "^19.1.1"
+    "react-dom": "^19.1.1",
+    "recharts": "^3.3.0"
   },
   "devDependencies": {
     "@eslint/js": "^9.36.0",

7project/frontend/src/App.css

@@ -1 +0,0 @@
-/* App-level styles moved to ui.css for a cleaner layout. */

7project/frontend/src/App.tsx

@@ -1,5 +1,4 @@
 import { useEffect, useState } from 'react';
-import './App.css';
 import LoginRegisterPage from './pages/LoginRegisterPage';
 import Dashboard from './pages/Dashboard';
 import { logout } from './api';

7project/frontend/src/api.ts

@@ -16,6 +16,7 @@ export type Transaction = {
   amount: number;
   description?: string | null;
   category_ids: number[];
+  date?: string | null; // ISO date (YYYY-MM-DD)
 };
 
 function getBaseUrl() {
@@ -84,6 +85,7 @@ export type CreateTransactionInput = {
   amount: number;
   description?: string;
   category_ids?: number[];
+  date?: string; // YYYY-MM-DD
 };
 
 export async function createTransaction(input: CreateTransactionInput): Promise<Transaction> {
@@ -99,8 +101,13 @@ export async function createTransaction(input: CreateTransactionInput): Promise<
   return res.json();
 }
 
-export async function getTransactions(): Promise<Transaction[]> {
+export async function getTransactions(start_date?: string, end_date?: string): Promise<Transaction[]> {
-    const res = await fetch(`${getBaseUrl()}/transactions/`, {
+  const params = new URLSearchParams();
+  if (start_date) params.set('start_date', start_date);
+  if (end_date) params.set('end_date', end_date);
+  const qs = params.toString();
+  const url = `${getBaseUrl()}/transactions/${qs ? `?${qs}` : ''}`;
+  const res = await fetch(url, {
     headers: getHeaders(),
   });
   if (!res.ok) throw new Error('Failed to load transactions');
@@ -153,3 +160,68 @@ export async function deleteMe(): Promise<void> {
 export function logout() {
   localStorage.removeItem('token');
 }
+
+// Categories
+export type CreateCategoryInput = { name: string; description?: string };
+export async function createCategory(input: CreateCategoryInput): Promise<Category> {
+  const res = await fetch(`${getBaseUrl()}/categories/create`, {
+    method: 'POST',
+    headers: getHeaders(),
+    body: JSON.stringify(input),
+  });
+  if (!res.ok) {
+    const text = await res.text();
+    throw new Error(text || 'Failed to create category');
+  }
+  return res.json();
+}
+
+export type UpdateCategoryInput = { name?: string; description?: string };
+export async function updateCategory(category_id: number, input: UpdateCategoryInput): Promise<Category> {
+  const res = await fetch(`${getBaseUrl()}/categories/${category_id}`, {
+    method: 'PATCH',
+    headers: getHeaders(),
+    body: JSON.stringify(input),
+  });
+  if (!res.ok) {
+    const text = await res.text();
+    throw new Error(text || 'Failed to update category');
+  }
+  return res.json();
+}
+
+// Transactions update
+export type UpdateTransactionInput = {
+  amount?: number;
+  description?: string;
+  date?: string;
+  category_ids?: number[];
+};
+export async function updateTransaction(id: number, input: UpdateTransactionInput): Promise<Transaction> {
+  const res = await fetch(`${getBaseUrl()}/transactions/${id}/edit`, {
+    method: 'PATCH',
+    headers: getHeaders(),
+    body: JSON.stringify(input),
+  });
+  if (!res.ok) {
+    const text = await res.text();
+    throw new Error(text || 'Failed to update transaction');
+  }
+  return res.json();
+}
+
+// Balance series
+export type BalancePoint = { date: string; balance: number };
+export async function getBalanceSeries(start_date?: string, end_date?: string): Promise<BalancePoint[]> {
+  const params = new URLSearchParams();
+  if (start_date) params.set('start_date', start_date);
+  if (end_date) params.set('end_date', end_date);
+  const qs = params.toString();
+  const url = `${getBaseUrl()}/transactions/balance_series${qs ? `?${qs}` : ''}`;
+  const res = await fetch(url, { headers: getHeaders() });
+  if (!res.ok) {
+    const text = await res.text();
+    throw new Error(text || 'Failed to load balance series');
+  }
+  return res.json();
+}

7project/frontend/src/appearance.ts

@@ -14,8 +14,8 @@ export function applyFontSize(size: FontSize) {
   const root = document.documentElement;
   const map: Record<FontSize, string> = {
     small: '14px',
-    medium: '16px',
+    medium: '18px',
-    large: '18px',
+    large: '22px',
   };
   root.style.fontSize = map[size];
 }

7project/frontend/src/pages/BalanceChart.tsx

@@ -0,0 +1,46 @@
+// src/BalanceChart.tsx
+import { LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, Legend, ResponsiveContainer } from 'recharts';
+import { type BalancePoint } from '../api';
+
+function formatAmount(n: number) {
+  return new Intl.NumberFormat(undefined, { minimumFractionDigits: 2, maximumFractionDigits: 2 }).format(n);
+}
+
+function formatDate(dateStr: string) {
+  return new Date(dateStr).toLocaleDateString(undefined, { month: 'short', day: 'numeric' });
+}
+
+export default function BalanceChart({ data }: { data: BalancePoint[] }) {
+  if (data.length === 0) {
+    return <div>No data to display</div>;
+  }
+
+  return (
+    <ResponsiveContainer width="100%" height={300}>
+      <LineChart
+        data={data}
+        // Increased 'left' margin to create more space for the Y-axis label and tick values
+        margin={{ top: 5, right: 30, left: 50, bottom: 5 }} // <-- Change this line
+      >
+        <CartesianGrid strokeDasharray="3 3" />
+        <XAxis
+          dataKey="date"
+          tickFormatter={formatDate}
+          label={{ value: 'Date', position: 'insideBottom', offset: -5 }}
+        />
+        <YAxis
+          tickFormatter={(value) => formatAmount(value as number)}
+          // Adjusted 'offset' for the Y-axis label.
+          // A negative offset moves it further away from the axis.
+          label={{ value: 'Balance', angle: -90, position: 'insideLeft', offset: -30 }} // <-- Change this line
+        />
+        <Tooltip
+          labelFormatter={formatDate}
+          formatter={(value) => [formatAmount(value as number), 'Balance']}
+        />
+        <Legend />
+        <Line type="monotone" dataKey="balance" stroke="#3b82f6" strokeWidth={2} activeDot={{ r: 8 }} />
+      </LineChart>
+    </ResponsiveContainer>
+  );
+}

7project/frontend/src/pages/CategoryPieChart.tsx

@@ -0,0 +1,100 @@
+// src/CategoryPieCharts.tsx (renamed from CategoryPieChart.tsx)
+import { useMemo } from 'react';
+import { PieChart, Pie, Cell, Tooltip, Legend, ResponsiveContainer } from 'recharts';
+import { type Transaction, type Category } from '../api';
+
+const COLORS = ['#0088FE', '#00C49F', '#FFBB28', '#FF8042', '#AF19FF', '#FF4242', '#8884d8', '#82ca9d'];
+
+// Helper component for a single pie chart
+function SinglePieChart({ data, title }: { data: { name: string; value: number }[]; title: string }) {
+  if (data.length === 0) {
+    return (
+      <div style={{ flex: 1, textAlign: 'center' }}>
+        <h4>{title}</h4>
+        <div>No data to display.</div>
+      </div>
+    );
+  }
+
+    return (
+    <div style={{ flex: 1 }}>
+      <h4>{title}</h4>
+      <ResponsiveContainer width="100%" height={300}>
+        <PieChart>
+          <Pie
+            data={data}
+            cx="50%"
+            cy="50%"
+            labelLine={false}
+            outerRadius={80}
+            fill="#8884d8"
+            dataKey="value"
+            nameKey="name"
+            label={(props: any) => `${props.name} ${(props.percent * 100).toFixed(0)}%`}
+          >
+            {data.map((_entry, index) => (
+              <Cell key={`cell-${index}`} fill={COLORS[index % COLORS.length]} />
+            ))}
+          </Pie>
+          <Tooltip formatter={(value) => new Intl.NumberFormat(undefined, { style: 'currency', currency: 'USD' }).format(value as number)} />
+          <Legend />
+        </PieChart>
+      </ResponsiveContainer>
+    </div>
+  );
+}
+
+
+export default function CategoryPieCharts({ transactions, categories }: { transactions: Transaction[], categories: Category[] }) {
+
+  // Calculate expenses data
+  const expensesData = useMemo(() => {
+    const spendingMap = new Map<number, number>();
+
+    transactions.forEach(tx => {
+      // Expenses are typically negative amounts in your system
+      if (tx.amount < 0 && tx.category_ids.length > 0) {
+        tx.category_ids.forEach(catId => {
+          // Use absolute value for display on chart
+          spendingMap.set(catId, (spendingMap.get(catId) || 0) + Math.abs(tx.amount));
+        });
+      }
+    });
+
+    return Array.from(spendingMap.entries())
+      .map(([categoryId, total]) => ({
+        name: categories.find(c => c.id === categoryId)?.name || `Category #${categoryId}`,
+        value: total,
+      }))
+      .sort((a, b) => b.value - a.value); // Sort descending
+  }, [transactions, categories]);
+
+  // Calculate earnings data
+  const earningsData = useMemo(() => {
+    const incomeMap = new Map<number, number>();
+
+    transactions.forEach(tx => {
+      // Earnings are typically positive amounts in your system
+      if (tx.amount > 0 && tx.category_ids.length > 0) {
+        tx.category_ids.forEach(catId => {
+          incomeMap.set(catId, (incomeMap.get(catId) || 0) + tx.amount);
+        });
+      }
+    });
+
+    return Array.from(incomeMap.entries())
+      .map(([categoryId, total]) => ({
+        name: categories.find(c => c.id === categoryId)?.name || `Category #${categoryId}`,
+        value: total,
+      }))
+      .sort((a, b) => b.value - a.value); // Sort descending
+  }, [transactions, categories]);
+
+
+  return (
+    <div style={{ display: 'flex', flexWrap: 'wrap', gap: '20px', justifyContent: 'center' }}>
+      <SinglePieChart data={expensesData} title="Expenses by Category" />
+      <SinglePieChart data={earningsData} title="Earnings by Category" />
+    </div>
+  );
+}

7project/frontend/src/pages/Dashboard.tsx

@@ -1,7 +1,10 @@
 import { useEffect, useMemo, useState } from 'react';
-import { type Category, type Transaction, createTransaction, getCategories, getTransactions } from '../api';
+import { type Category, type Transaction, type BalancePoint, createTransaction, getCategories, getTransactions, createCategory, updateTransaction, getBalanceSeries } from '../api';
 import AccountPage from './AccountPage';
 import AppearancePage from './AppearancePage';
+import BalanceChart from './BalanceChart';
+import CategoryPieChart from './CategoryPieChart';
+import MockBankModal, { type MockGenerationOptions } from './MockBankModal';
 import { BACKEND_URL } from '../config';
 
 function formatAmount(n: number) {
@@ -14,6 +17,8 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
   const [categories, setCategories] = useState<Category[]>([]);
   const [loading, setLoading] = useState(true);
   const [error, setError] = useState<string | null>(null);
+  const [isMockModalOpen, setMockModalOpen] = useState(false);
+  const [isGenerating, setIsGenerating] = useState(false);
 
   // Start CSAS (George) OAuth after login
   async function startOauthCsas() {
@@ -47,13 +52,42 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
   const [filterCategoryId, setFilterCategoryId] = useState<number | ''>('');
   const [searchText, setSearchText] = useState('');
 
+  // Date-range filter
+  const [startDate, setStartDate] = useState<string>(''); // YYYY-MM-DD
+  const [endDate, setEndDate] = useState<string>('');
+
+  // Pagination over filtered transactions (20 per page), 0 = latest (most recent)
+  const pageSize = 20;
+  const [page, setPage] = useState<number>(0);
+
+  // Balance chart series for current date filter
+  const [balanceSeries, setBalanceSeries] = useState<BalancePoint[]>([]);
+
+  // Category creation form
+  const [newCatName, setNewCatName] = useState('');
+  const [newCatDesc, setNewCatDesc] = useState('');
+
+  // New transaction date
+  const [txDate, setTxDate] = useState<string>('');
+
+  // Inline edit state for transaction categories
+  const [editingTxId, setEditingTxId] = useState<number | null>(null);
+  const [editingCategoryIds, setEditingCategoryIds] = useState<number[]>([]);
+
   async function loadAll() {
     setLoading(true);
     setError(null);
     try {
-      const [txs, cats] = await Promise.all([getTransactions(), getCategories()]);
+      const [txs, cats, series] = await Promise.all([
+        getTransactions(startDate || undefined, endDate || undefined),
+        getCategories(),
+        getBalanceSeries(startDate || undefined, endDate || undefined),
+      ]);
       setTransactions(txs);
       setCategories(cats);
+      setBalanceSeries(series);
+      // reset paging to most recent
+      setPage(0);
     } catch (err: any) {
       setError(err?.message || 'Failed to load data');
     } finally {
@@ -61,15 +95,54 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
     }
   }
 
-  useEffect(() => { loadAll(); }, []);
+  async function handleGenerateMockTransactions(options: MockGenerationOptions) {
+    setIsGenerating(true);
+    setMockModalOpen(false);
 
-  const last10 = useMemo(() => {
+    const { count, minAmount, maxAmount, startDate, endDate, categoryIds } = options;
-    const sorted = [...transactions].sort((a, b) => b.id - a.id);
+    const newTransactions: Transaction[] = [];
-    return sorted.slice(0, 10);
+
-  }, [transactions]);
+    const startDateTime = new Date(startDate).getTime();
+    const endDateTime = new Date(endDate).getTime();
+
+    for (let i = 0; i < count; i++) {
+      // Generate random data based on user input
+      const amount = parseFloat((Math.random() * (maxAmount - minAmount) + minAmount).toFixed(2));
+
+      const randomTime = Math.random() * (endDateTime - startDateTime) + startDateTime;
+      const date = new Date(randomTime);
+      const dateString = date.toISOString().split('T')[0];
+
+      const randomCategory = categoryIds.length > 0
+        ? [categoryIds[Math.floor(Math.random() * categoryIds.length)]]
+        : [];
+
+      const payload = {
+        amount,
+        date: dateString,
+        category_ids: randomCategory,
+      };
+
+      try {
+        const created = await createTransaction(payload);
+        newTransactions.push(created);
+      } catch (err) {
+        console.error("Failed to create mock transaction:", err);
+        alert('An error occurred while generating transactions. Check the console.');
+        break;
+      }
+    }
+
+    setIsGenerating(false);
+    alert(`${newTransactions.length} mock transactions were successfully generated!`);
+
+    await loadAll();
+  }
+
+  useEffect(() => { loadAll(); }, [startDate, endDate]);
 
   const filtered = useMemo(() => {
-    let arr = last10;
+    let arr = [...transactions];
     const min = minAmount !== '' ? Number(minAmount) : undefined;
     const max = maxAmount !== '' ? Number(maxAmount) : undefined;
     if (min !== undefined) arr = arr.filter(t => t.amount >= min);
@@ -77,7 +150,20 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
     if (filterCategoryId !== '') arr = arr.filter(t => t.category_ids.includes(filterCategoryId as number));
     if (searchText.trim()) arr = arr.filter(t => (t.description || '').toLowerCase().includes(searchText.toLowerCase()));
     return arr;
-  }, [last10, minAmount, maxAmount, filterCategoryId, searchText]);
+  }, [transactions, minAmount, maxAmount, filterCategoryId, searchText]);
+
+  const sortedDesc = useMemo(() => {
+    return [...filtered].sort((a, b) => {
+      const ad = (a.date || '') > (b.date || '') ? 1 : (a.date || '') < (b.date || '') ? -1 : 0;
+      if (ad !== 0) return -ad; // date desc
+      return b.id - a.id; // fallback id desc
+    });
+  }, [filtered]);
+
+  const totalPages = Math.ceil(sortedDesc.length / pageSize);
+  const pageStart = page * pageSize;
+  const pageEnd = pageStart + pageSize;
+  const visible = sortedDesc.slice(pageStart, pageEnd);
 
   function categoryNameById(id: number) { return categories.find(c => c.id === id)?.name || `#${id}`; }
 
@@ -88,16 +174,36 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
       amount: Number(amount),
       description: description || undefined,
       category_ids: selectedCategoryId !== '' ? [Number(selectedCategoryId)] : undefined,
+      date: txDate || undefined,
     };
     try {
       const created = await createTransaction(payload);
       setTransactions(prev => [created, ...prev]);
-      setAmount(''); setDescription(''); setSelectedCategoryId('');
+      setAmount(''); setDescription(''); setSelectedCategoryId(''); setTxDate('');
     } catch (err: any) {
       alert(err?.message || 'Failed to create transaction');
     }
   }
 
+  function beginEditCategories(t: Transaction) {
+    setEditingTxId(t.id);
+    setEditingCategoryIds([...(t.category_ids || [])]);
+  }
+  function cancelEditCategories() {
+    setEditingTxId(null);
+    setEditingCategoryIds([]);
+  }
+  async function saveEditCategories() {
+    if (editingTxId == null) return;
+    try {
+      const updated = await updateTransaction(editingTxId, { category_ids: editingCategoryIds });
+      setTransactions(prev => prev.map(p => (p.id === updated.id ? updated : p)));
+      cancelEditCategories();
+    } catch (err: any) {
+      alert(err?.message || 'Failed to update transaction categories');
+    }
+  }
+
   return (
     <div className="app-layout">
       <aside className="sidebar">
@@ -119,16 +225,23 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
         <main className="page space-y">
           {current === 'home' && (
             <>
-              <section className="card">
+              <section className="card space-y">
-                <h3>Bank connections</h3>
+                  <h3>Bank connections</h3>
-                <p className="muted">Connect your CSAS (George) account.</p>
+                  <div className="connection-row">
-                <button className="btn" onClick={startOauthCsas}>Connect CSAS (George)</button>
+                    <p className="muted" style={{ margin: 0 }}>Connect your CSAS (George) account.</p>
+                    <button className="btn primary" onClick={startOauthCsas}>Connect CSAS (George)</button>
+                  </div>
+                  <div className="connection-row">
+                    <p className="muted" style={{ margin: 0 }}>Generate data from a mock bank.</p>
+                    <button className="btn primary" onClick={() => setMockModalOpen(true)}>Connect Mock Bank</button>
+                  </div>
               </section>
 
               <section className="card">
                 <h3>Add Transaction</h3>
                 <form onSubmit={handleCreate} className="form-row">
                   <input className="input" type="number" step="0.01" placeholder="Amount" value={amount} onChange={(e) => setAmount(e.target.value)} required />
+                  <input className="input" type="date" placeholder="Date (optional)" value={txDate} onChange={(e) => setTxDate(e.target.value)} />
                   <input className="input" type="text" placeholder="Description (optional)" value={description} onChange={(e) => setDescription(e.target.value)} />
                   <select className="input" value={selectedCategoryId} onChange={(e) => setSelectedCategoryId(e.target.value ? Number(e.target.value) : '')}>
                     <option value="">No category</option>
@@ -138,9 +251,20 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
                 </form>
               </section>
 
+              <section className="card">
+                <h3>Categories</h3>
+                <form className="form-row" onSubmit={async (e) => { e.preventDefault(); if (!newCatName.trim()) return; try { const cat = await createCategory({ name: newCatName.trim(), description: newCatDesc || undefined }); setCategories(prev => [...prev, cat]); setNewCatName(''); setNewCatDesc(''); } catch (err: any) { alert(err?.message || 'Failed to create category'); } }}>
+                  <input className="input" type="text" placeholder="New category name" value={newCatName} onChange={(e) => setNewCatName(e.target.value)} />
+                  <input className="input" type="text" placeholder="Description (optional)" value={newCatDesc} onChange={(e) => setNewCatDesc(e.target.value)} />
+                  <button className="btn primary" type="submit">Create category</button>
+                </form>
+              </section>
+
               <section className="card">
                 <h3>Filters</h3>
-                <div className="form-row">
+                <div className="form-row" style={{ gap: 8, flexWrap: 'wrap' }}>
+                  <input className="input" type="date" placeholder="Start date" value={startDate} onChange={(e) => setStartDate(e.target.value)} />
+                  <input className="input" type="date" placeholder="End date" value={endDate} onChange={(e) => setEndDate(e.target.value)} />
                   <input className="input" type="number" step="0.01" placeholder="Min amount" value={minAmount} onChange={(e) => setMinAmount(e.target.value)} />
                   <input className="input" type="number" step="0.01" placeholder="Max amount" value={maxAmount} onChange={(e) => setMaxAmount(e.target.value)} />
                   <select className="input" value={filterCategoryId} onChange={(e) => setFilterCategoryId(e.target.value ? Number(e.target.value) : '')}>
@@ -152,7 +276,30 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
               </section>
 
               <section className="card">
-                <h3>Latest Transactions (last 10)</h3>
+                <h3>Balance over time</h3>
+                {loading ? (
+                  <div>Loading…</div>
+                ) : error ? (
+                  <div style={{ color: 'crimson' }}>{error}</div>
+                ) : (
+                  <BalanceChart data={balanceSeries} />
+                )}
+              </section>
+
+              {/* 3. Add the new section for the Category Pie Chart */}
+              <section className="card">
+                {loading ? (
+                  <div>Loading…</div>
+                ) : error ? (
+                  <div style={{ color: 'crimson' }}>{error}</div>
+                ) : (
+                  // Pass the filtered transactions to see the breakdown for the current view
+                  <CategoryPieChart transactions={filtered} categories={categories} />
+                )}
+              </section>
+
+              <section className="card">
+                <h3>Transactions</h3>
                 {loading ? (
                   <div>Loading…</div>
                 ) : error ? (
@@ -160,26 +307,57 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
                 ) : filtered.length === 0 ? (
                   <div>No transactions</div>
                 ) : (
-                  <table className="table">
+                  <>
-                    <thead>
+                    <div className="table-controls">
-                      <tr>
+                      <div className="muted">
-                        <th>ID</th>
+                        Showing {visible.length} of {filtered.length} (page {Math.min(page + 1, Math.max(1, totalPages))}/{Math.max(1, totalPages)})
-                        <th style={{ textAlign: 'right' }}>Amount</th>
+                      </div>
-                        <th>Description</th>
+                      <div className="actions">
-                        <th>Categories</th>
+                        <button className="btn primary" disabled={page <= 0} onClick={() => setPage(p => Math.max(0, p - 1))}>Previous</button>
-                      </tr>
+                        <button className="btn primary" disabled={page >= totalPages - 1} onClick={() => setPage(p => Math.min(totalPages - 1, p + 1))}>Next</button>
-                    </thead>
+                      </div>
-                    <tbody>
+                    </div>
-                      {filtered.map(t => (
+                    <table className="table">
-                        <tr key={t.id}>
+                      <thead>
-                          <td>{t.id}</td>
+                        <tr>
-                          <td className="amount">{formatAmount(t.amount)}</td>
+                          <th>Date</th>
-                          <td>{t.description || ''}</td>
+                          <th style={{ textAlign: 'right' }}>Amount</th>
-                          <td>{t.category_ids.map(id => categoryNameById(id)).join(', ')}</td>
+                          <th>Description</th>
+                          <th>Categories</th>
                         </tr>
-                      ))}
+                      </thead>
-                    </tbody>
+                      <tbody>
-                  </table>
+                        {visible.map(t => (
+                          <tr key={t.id}>
+                            <td>{t.date || ''}</td>
+                            <td className="amount">{formatAmount(t.amount)}</td>
+                            <td>{t.description || ''}</td>
+                            <td>
+                              {editingTxId === t.id ? (
+                                <div className="space-y" style={{ display: 'flex', alignItems: 'center', gap: 8 }}>
+                                  <select multiple className="input" value={editingCategoryIds.map(String)} onChange={(e) => {
+                                    const opts = Array.from(e.currentTarget.selectedOptions).map(o => Number(o.value));
+                                    setEditingCategoryIds(opts);
+                                  }}>
+                                    {categories.map(c => (
+                                      <option key={c.id} value={c.id}>{c.name}</option>
+                                    ))}
+                                  </select>
+                                  <button className="btn small" onClick={saveEditCategories}>Save</button>
+                                    <button className="btn small" onClick={cancelEditCategories}>Cancel</button>
+                                </div>
+                              ) : (
+                                <div className="space-x" style={{ display: 'flex', alignItems: 'center', gap: 8, justifyContent: 'space-between' }}>
+                                  <span>{t.category_ids.map(id => categoryNameById(id)).join(', ') || '—'}</span>
+                                  <button className="btn small" onClick={() => beginEditCategories(t)}>Change</button>
+                                </div>
+                              )}
+                            </td>
+                          </tr>
+                        ))}
+                      </tbody>
+                    </table>
+                  </>
                 )}
               </section>
             </>
@@ -195,6 +373,13 @@ export default function Dashboard({ onLogout }: { onLogout: () => void }) {
           )}
         </main>
       </div>
+        <MockBankModal
+          isOpen={isMockModalOpen}
+          isGenerating={isGenerating}
+          categories={categories}
+          onClose={() => setMockModalOpen(false)}
+          onGenerate={handleGenerateMockTransactions}
+        />
     </div>
   );
 }

7project/frontend/src/pages/MockBankModal.tsx

@@ -0,0 +1,100 @@
+// src/MockBankModal.tsx
+import { useState } from 'react';
+import { type Category } from '../api';
+
+// Define the shape of the generation options
+export interface MockGenerationOptions {
+  count: number;
+  minAmount: number;
+  maxAmount: number;
+  startDate: string;
+  endDate: string;
+  categoryIds: number[];
+}
+
+interface MockBankModalProps {
+  isOpen: boolean;
+  isGenerating: boolean;
+  categories: Category[]; // Pass in available categories
+  onClose: () => void;
+  onGenerate: (options: MockGenerationOptions) => void;
+}
+
+export default function MockBankModal({ isOpen, isGenerating, categories, onClose, onGenerate }: MockBankModalProps) {
+  // State for all the new form fields
+  const [count, setCount] = useState('10');
+  const [minAmount, setMinAmount] = useState('-200');
+  const [maxAmount, setMaxAmount] = useState('200');
+  const [startDate, setStartDate] = useState(() => new Date(Date.now() - 365 * 24 * 60 * 60 * 1000).toISOString().split('T')[0]); // Default to one year ago
+  const [endDate, setEndDate] = useState(() => new Date().toISOString().split('T')[0]); // Default to today
+  const [selectedCategoryIds, setSelectedCategoryIds] = useState<string[]>([]);
+
+  if (!isOpen) return null;
+
+  function handleGenerateClick() {
+    const parsedCount = parseInt(count, 10);
+    const parsedMinAmount = parseFloat(minAmount);
+    const parsedMaxAmount = parseFloat(maxAmount);
+    const parsedStartDate = new Date(startDate);
+    const parsedEndDate = new Date(endDate);
+
+    // Validation
+    if (
+      isNaN(parsedCount) || parsedCount <= 0 ||
+      isNaN(parsedMinAmount) || isNaN(parsedMaxAmount) ||
+      parsedMaxAmount < parsedMinAmount ||
+      isNaN(parsedStartDate.getTime()) || isNaN(parsedEndDate.getTime()) ||
+      parsedEndDate < parsedStartDate
+    ) {
+      alert(
+        "Please ensure:\n" +
+        "- Count is a positive number\n" +
+        "- Min and Max Amount are valid numbers, and Max >= Min\n" +
+        "- Start and End Date are valid, and End Date >= Start Date"
+      );
+      return;
+    }
+
+    const options: MockGenerationOptions = {
+      count: parsedCount,
+      minAmount: parsedMinAmount,
+      maxAmount: parsedMaxAmount,
+      startDate,
+      endDate,
+      categoryIds: selectedCategoryIds.map(Number),
+    };
+
+    onGenerate(options);
+  }
+
+  return (
+    <div className="modal-overlay" onClick={onClose}>
+      <div className="modal-content" onClick={(e) => e.stopPropagation()}>
+        <h3>Generate Mock Transactions</h3>
+        <p className="muted">
+          Customize the random transactions you'd like to import.
+        </p>
+        <div className="space-y">
+          <input className="input" type="number" value={count} onChange={(e) => setCount(e.target.value)} placeholder="Number of transactions" />
+          <div className="form-row" style={{ gridTemplateColumns: '1fr 1fr' }}>
+            <input className="input" type="number" value={minAmount} onChange={(e) => setMinAmount(e.target.value)} placeholder="Min amount" />
+            <input className="input" type="number" value={maxAmount} onChange={(e) => setMaxAmount(e.target.value)} placeholder="Max amount" />
+          </div>
+          <div className="form-row" style={{ gridTemplateColumns: '1fr 1fr' }}>
+            <input className="input" type="date" value={startDate} onChange={(e) => setStartDate(e.target.value)} placeholder="Earliest date" />
+            <input className="input" type="date" value={endDate} onChange={(e) => setEndDate(e.target.value)} placeholder="Latest date" />
+          </div>
+          <select multiple className="input" style={{ height: '120px' }} value={selectedCategoryIds} onChange={(e) => setSelectedCategoryIds(Array.from(e.target.selectedOptions, option => option.value))}>
+            {categories.map(c => (<option key={c.id} value={c.id}>{c.name}</option>))}
+          </select>
+        </div>
+        <div className="actions" style={{ justifyContent: 'flex-end', marginTop: '16px' }}>
+          <button className="btn" onClick={onClose} disabled={isGenerating}>Cancel</button>
+          <button className="btn primary" onClick={handleGenerateClick} disabled={isGenerating}>
+            {isGenerating ? 'Generating...' : `Generate Transactions`}
+          </button>
+        </div>
+      </div>
+    </div>
+  );
+}

7project/frontend/src/ui.css

@@ -31,27 +31,53 @@ body[data-theme="dark"] {
 }
 
 /* Layout */
-.app-layout { display: grid; grid-template-columns: 260px 1fr; height: 100%; }
+.app-layout { display: grid; grid-template-columns: 260px 1fr; height: 100vh; }
 .sidebar { background: #15172a; color: #e5e7eb; display: flex; flex-direction: column; padding: 20px 12px; }
 .sidebar .logo { color: #fff; font-weight: 700; font-size: 18px; padding: 12px 14px; display: flex; align-items: center; gap: 10px; }
 .nav { margin-top: 12px; display: grid; gap: 4px; }
 .nav a, .nav button { color: #cbd5e1; text-align: left; background: transparent; border: 0; padding: 10px 12px; border-radius: 8px; cursor: pointer; }
 .nav a.active, .nav a:hover, .nav button:hover { background: rgba(255,255,255,0.08); color: #fff; }
 
-.content { display: flex; flex-direction: column; height: 100%; }
+.content { display: flex; flex-direction: column; overflow-y: auto; }
-.topbar { height: 64px; display: flex; align-items: center; justify-content: space-between; padding: 0 24px; background: var(--panel); border-bottom: 1px solid var(--border); }
+.topbar { height: 64px; display: flex; flex-shrink: 0; align-items: center; justify-content: space-between; padding: 0 24px; background: var(--panel); border-bottom: 1px solid var(--border); }
 .topbar .user { color: var(--muted); }
-.page { padding: 24px; max-width: 1100px; margin: auto; }
+.page { padding: 24px; }
 
 /* Cards */
 .card { background: var(--panel); border: 1px solid var(--border); border-radius: var(--radius); box-shadow: var(--shadow); padding: 16px; }
 .card h3 { margin: 0 0 12px; }
 
 /* Forms */
-.input, select, textarea { width: 100%; padding: 10px 12px; border-radius: 10px; border: 1px solid var(--border); background: #fff; color: var(--text); }
+.input, select, textarea {
-.input:focus, select:focus, textarea:focus { outline: 2px solid var(--primary); border-color: var(--primary); }
+  width: 100%;
+  padding: 10px 12px;
+  border-radius: 10px;
+  border: 1px solid var(--border);
+  background-color: var(--panel);
+  color: var(--muted);
+
+  /* Add these properties specifically for the select element */
+  -webkit-appearance: none;
+  -moz-appearance: none;
+  appearance: none;
+
+  padding-right: 32px; /* Add space for the custom arrow */
+  background-image: url("data:image/svg+xml,%3csvg xmlns='http://www.w3.org/2000/svg' fill='none' viewBox='0 0 20 20'%3e%3cpath stroke='%236b7280' stroke-linecap='round' stroke-linejoin='round' stroke-width='1.5' d='M6 8l4 4 4-4'/%3e%3c/svg%3e");
+  background-position: right 0.5rem center;
+  background-repeat: no-repeat;
+  background-size: 1.5em 1.5em;
+  cursor: pointer;
+}
+.input:focus, select:focus, textarea:focus {
+  outline: 2px solid var(--primary);
+  outline-offset: 2px;
+  border-color: var(--primary);
+}
 .form-row { display: grid; gap: 8px; grid-template-columns: repeat(4, minmax(0,1fr)); }
 .form-row > * { min-width: 140px; }
+.form-row > .btn {
+  justify-self: start;
+}
 .actions { display: flex; align-items: center; gap: 8px; }
 
 /* Buttons */
@@ -59,12 +85,25 @@ body[data-theme="dark"] {
 .btn.primary { background: var(--primary); border-color: var(--primary); color: #fff; }
 .btn.primary:hover { background: var(--primary-600); }
 .btn.ghost { background: transparent; color: var(--muted); }
+.btn, .input, select, textarea, .nav a, .nav button, .segmented button {
+  transition: all 0.2s ease-in-out;
+}
+.btn.small {
+  padding: 4px 10px;
+  font-size: 0.875rem; /* 14px */
+}
 
 /* Tables */
 .table { width: 100%; border-collapse: collapse; }
 .table th, .table td { padding: 10px; border-bottom: 1px solid var(--border); }
 .table th { text-align: left; color: var(--muted); font-weight: 600; }
 .table td.amount { text-align: right; font-variant-numeric: tabular-nums; }
+.table-controls {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 12px; /* Adds some space above the table */
+}
 
 /* Segmented control */
 .segmented { display: inline-flex; background: #f1f5f9; border-radius: 10px; padding: 4px; border: 1px solid var(--border); }
@@ -83,3 +122,32 @@ body.auth-page #root {
 /* Utility */
 .muted { color: var(--muted); }
 .space-y > * + * { margin-top: 12px; }
+
+/* Modal mock bank */
+.modal-overlay {
+  position: fixed;
+  top: 0;
+  left: 0;
+  right: 0;
+  bottom: 0;
+  background: rgba(0, 0, 0, 0.5);
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  z-index: 1000;
+}
+
+.modal-content {
+  background: var(--panel);
+  padding: 24px;
+  border-radius: var(--radius);
+  box-shadow: var(--shadow);
+  width: 100%;
+  max-width: 400px;
+}
+
+.connection-row {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+}

7project/meetings/2025-10-16-meeting.md

@@ -8,7 +8,7 @@ Just copy the template below for each weekly meeting and fill in the details.
 
 ## Administrative Info
 
-- Date: 2025-10-08
+- Date: 2025-10-16
 - Attendees: Dejan Ribarovski, Lukas Trkan
 - Notetaker: Dejan Ribarovski
 
@@ -43,8 +43,8 @@ Prepare 3-5 questions and topics you want to discuss with your mentor.
 
 Last 3 minutes of the meeting, summarize action items.
 
-- [ ] OAuth
+- [x] OAuth
-- [ ] CI/CD fix
+- [x] CI/CD fix
 - [ ] Database local (multiple bank accounts)
 - [ ] Add tests and set up github pipeline
 - [ ] Frontend imporvment - user experience

7project/meetings/2025-10-23-meeting.md

@@ -0,0 +1,54 @@
+# Weekly Meeting Notes
+
+- Group 8 - Personal finance tracker
+- Mentor: Jaychander
+
+Keep all meeting notes in the `meetings.md` file in your project folder.
+Just copy the template below for each weekly meeting and fill in the details.
+
+## Administrative Info
+
+- Date: 2025-10-23
+- Attendees: Dejan
+- Notetaker: Dejan
+
+## Progress Update (Before Meeting)
+
+Last 3 minutes of the meeting, summarize action items.
+
+- [x] OAuth (BankID)
+- [x] CI/CD fix
+- [X] Database local (multiple bank accounts)
+- [X] Add tests and set up github pipeline
+- [X] Frontend imporvment - user experience
+- [ ] make the report more clear - partly
+
+Summary of what has been accomplished since the last meeting in the following categories.
+
+### Coding
+Improved Frontend, added Mock Bank, fixed deployment, fixed OAuth(BankID) on production, added basic tests
+
+### Documentation
+Not much - just updated the work done
+
+## Questions and Topics for Discussion (Before Meeting)
+
+This was not prepared, I planned to do it right before meeting, but Jaychander needed to go somewhere earlier.
+
+1. Question 1
+2. Question 2
+3. Question 3
+
+## Discussion Notes (During Meeting)
+The tracker should not store the transactions in the database - security vulnerability.
+
+## Action Items for Next Week (During Meeting)
+
+Last 3 minutes of the meeting, summarize action items.
+
+- [ ] Dont store data in database (security) - Load it on login (from CSAS API and local database), load automatically with email
+- [ ] Go through the checklist
+- [ ] Look for possible APIs (like stocks or financial details whatever)
+- [ ] Report
+
+---

7project/report.md

@@ -14,7 +14,7 @@
 - 289229, Lukáš Trkan, lukastrkan
 - 289258, Dejan Ribarovski, derib2613, ribardej
 
-**Brief Description**:
+**Brief Description**: (něco spíš jako abstract, introuction, story behind)
 Our application is a finance tracker, so a person can easily track his cash flow
 through multiple bank accounts. Person can label transactions with custom categories
 and later filter by them.
@@ -338,15 +338,16 @@ curl -H "Authorization: Bearer $TOKEN" http://127.0.0.1:8000/authenticated-route
 
 > Link to the specific commit on GitHub for each contribution.
 
-### [Team Member 1 Name]
+### [Lukáš]
 
-| Date      | Activity            | Hours      | Description                         |
+| Date           | Activity            | Hours      | Description                                        |
-| --------- | ------------------- | ---------- | ----------------------------------- |
+|----------------|---------------------|------------|----------------------------------------------------|
-| [Date]    | Initial Setup       | [X.X]      | Repository setup, project structure |
+| 4.10 to 10.10  | Initial Setup       | 40         | Repository setup, project structure, cluster setup |
-| [Date]    | Backend Development | [X.X]      | Implemented user authentication     |
+| 14.10 to 16.10 | Backend Development | 12         | Implemented user authentication - oauth            |
-| [Date]    | Testing             | [X.X]      | Unit tests for API endpoints        |
+| 8.10 to 12.10  | CI/CD               | 10         | Created database schema and models                 |
-| [Date]    | Documentation       | [X.X]      | Updated README and design doc       |
+| [Date]         | Testing             | [X.X]      | Unit tests for API endpoints                       |
-| **Total** |                     | **[XX.X]** |                                     |
+| [Date]         | Documentation       | [X.X]      | Updated README and design doc                      |
+| **Total**      |                     | **[XX.X]** |                                                    |
 
 ### Dejan
 

requirements.txt

@@ -1,72 +0,0 @@
-aio-pika==9.5.6
-aiormq==6.8.1
-aiosqlite==0.21.0
-alembic==1.16.5
-amqp==5.3.1
-annotated-types==0.7.0
-anyio==4.11.0
-argon2-cffi==23.1.0
-argon2-cffi-bindings==25.1.0
-asyncmy==0.2.9
-bcrypt==4.3.0
-billiard==4.2.2
-celery==5.5.3
-certifi==2025.10.5
-cffi==2.0.0
-click==8.1.8
-click-didyoumean==0.3.1
-click-plugins==1.1.1.2
-click-repl==0.3.0
-cryptography==46.0.1
-dnspython==2.7.0
-email_validator==2.2.0
-exceptiongroup==1.3.0
-fastapi==0.117.1
-fastapi-users==14.0.1
-fastapi-users-db-sqlalchemy==7.0.0
-greenlet==3.2.4
-h11==0.16.0
-httpcore==1.0.9
-httptools==0.6.4
-httpx==0.28.1
-httpx-oauth==0.16.1
-idna==3.10
-iniconfig==2.3.0
-kombu==5.5.4
-makefun==1.16.0
-Mako==1.3.10
-MarkupSafe==3.0.2
-multidict==6.6.4
-packaging==25.0
-pamqp==3.3.0
-pluggy==1.6.0
-prompt_toolkit==3.0.52
-propcache==0.3.2
-pwdlib==0.2.1
-pycparser==2.23
-pydantic==2.11.9
-pydantic_core==2.33.2
-Pygments==2.19.2
-PyJWT==2.10.1
-PyMySQL==1.1.2
-pytest==8.4.2
-pytest-asyncio==1.2.0
-python-dateutil==2.9.0.post0
-python-dotenv==1.1.1
-python-multipart==0.0.20
-PyYAML==6.0.2
-six==1.17.0
-sniffio==1.3.1
-SQLAlchemy==2.0.43
-starlette==0.48.0
-tomli==2.2.1
-typing-inspection==0.4.1
-typing_extensions==4.15.0
-tzdata==2025.2
-uvicorn==0.37.0
-uvloop==0.21.0
-vine==5.1.0
-watchfiles==1.1.0
-wcwidth==0.2.14
-websockets==15.0.1
-yarl==1.20.1