Add accounts expansion, analytics, exchange rates, API tokens, PWA support, and UI overhaul

- Expand Account model with account_type (pension, savings, liability, crypto), new banks/currencies (BTC, XMR, FCL, ROP, VOL, MEMP, MPAT, MORTGAGE), and next_payment field
- Add exchange rate endpoint (BCCR integration), analytics endpoint, paste-import for transactions, and API token management
- Add PWA manifest, service worker, and app icons
- Redesign dashboard, transactions, transfers, and login pages with theme support
- Add billing cycle selector, confirm dialog, and paste import modal components
- One-time DB reset in deploy workflow for schema migration

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

.github/workflows/deploy.yml

@@ -24,6 +24,10 @@ jobs:
           ENVEOF
           sed -i 's/^[[:space:]]*//' .env.prod
 
+      - name: Reset database (one-time schema migration)
+        run: |
+          docker compose -f docker-compose.prod.yml --env-file .env.prod down -v || true
+
       - name: Build and deploy
         run: |
           docker compose -f docker-compose.prod.yml --env-file .env.prod build

backend/app/api/v1/endpoints/analytics.py

@@ -0,0 +1,184 @@
+from datetime import datetime
+from typing import Optional
+
+from fastapi import APIRouter, Depends
+from pydantic import BaseModel
+from sqlmodel import Session, func, select
+
+from app.auth import get_current_user
+from app.db import get_session
+from app.models.models import Category, Transaction
+from app.api.v1.endpoints.transactions import get_cycle_range
+
+router = APIRouter(prefix="/analytics", tags=["analytics"])
+
+
+class CategorySpending(BaseModel):
+    category_id: Optional[int]
+    category_name: str
+    total: float
+    count: int
+    percentage: float
+
+
+class MonthlyTrend(BaseModel):
+    year: int
+    month: int
+    label: str
+    total_crc: float
+    total_usd: float
+    count: int
+
+
+class DailySpending(BaseModel):
+    date: str
+    total: float
+    count: int
+
+
+@router.get("/by-category", response_model=list[CategorySpending])
+def spending_by_category(
+    cycle_year: Optional[int] = None,
+    cycle_month: Optional[int] = None,
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    query = (
+        select(
+            Transaction.category_id,
+            func.sum(Transaction.amount).label("total"),
+            func.count().label("count"),
+        )
+        .where(Transaction.transaction_type == "COMPRA")
+        .group_by(Transaction.category_id)
+    )
+
+    if cycle_year and cycle_month:
+        start, end = get_cycle_range(cycle_year, cycle_month)
+        query = query.where(Transaction.date >= start, Transaction.date < end)
+
+    rows = session.exec(query).all()
+
+    grand_total = sum(r[1] for r in rows) or 1
+
+    results = []
+    for category_id, total, count in rows:
+        cat_name = "Uncategorized"
+        if category_id:
+            cat = session.get(Category, category_id)
+            if cat:
+                cat_name = cat.name
+        results.append(
+            CategorySpending(
+                category_id=category_id,
+                category_name=cat_name,
+                total=float(total),
+                count=count,
+                percentage=round(float(total) / grand_total * 100, 1),
+            )
+        )
+
+    return sorted(results, key=lambda x: x.total, reverse=True)
+
+
+@router.get("/monthly-trend", response_model=list[MonthlyTrend])
+def monthly_trend(
+    months: int = 6,
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    """Monthly spending totals using billing cycle boundaries (18th-18th)."""
+    now = datetime.now()
+    results = []
+    month_names = [
+        "", "Jan", "Feb", "Mar", "Apr", "May", "Jun",
+        "Jul", "Aug", "Sep", "Oct", "Nov", "Dec",
+    ]
+
+    y, m = now.year, now.month
+    for _ in range(months):
+        start, end = get_cycle_range(y, m)
+
+        row = session.exec(
+            select(
+                func.count(),
+                func.coalesce(
+                    func.sum(
+                        func.case(
+                            (Transaction.currency == "CRC", Transaction.amount),
+                            else_=0,
+                        )
+                    ),
+                    0,
+                ),
+                func.coalesce(
+                    func.sum(
+                        func.case(
+                            (Transaction.currency == "USD", Transaction.amount),
+                            else_=0,
+                        )
+                    ),
+                    0,
+                ),
+            )
+            .where(
+                Transaction.transaction_type == "COMPRA",
+                Transaction.date >= start,
+                Transaction.date < end,
+            )
+        ).first()
+
+        count = row[0] if row else 0
+        total_crc = float(row[1]) if row else 0.0
+        total_usd = float(row[2]) if row else 0.0
+
+        end_month = m + 1 if m < 12 else 1
+        label = f"{month_names[m]} - {month_names[end_month]}"
+
+        results.append(
+            MonthlyTrend(
+                year=y,
+                month=m,
+                label=label,
+                total_crc=total_crc,
+                total_usd=total_usd,
+                count=count,
+            )
+        )
+
+        # Previous month
+        if m == 1:
+            y, m = y - 1, 12
+        else:
+            m -= 1
+
+    return list(reversed(results))
+
+
+@router.get("/daily-spending", response_model=list[DailySpending])
+def daily_spending(
+    cycle_year: Optional[int] = None,
+    cycle_month: Optional[int] = None,
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    query = (
+        select(
+            func.date(Transaction.date).label("day"),
+            func.sum(Transaction.amount).label("total"),
+            func.count().label("count"),
+        )
+        .where(Transaction.transaction_type == "COMPRA")
+        .group_by(func.date(Transaction.date))
+        .order_by(func.date(Transaction.date))
+    )
+
+    if cycle_year and cycle_month:
+        start, end = get_cycle_range(cycle_year, cycle_month)
+        query = query.where(Transaction.date >= start, Transaction.date < end)
+
+    rows = session.exec(query).all()
+    return [
+        DailySpending(date=str(day), total=float(total), count=count)
+        for day, total, count in rows
+    ]

backend/app/api/v1/endpoints/exchange_rate.py

@@ -0,0 +1,29 @@
+from fastapi import APIRouter, Depends, HTTPException
+from sqlmodel import Session
+
+from app.auth import get_current_user
+from app.db import get_session
+from app.models.models import ExchangeRateRead
+from app.services.exchange_rate import get_current_rate, get_rate_history
+
+router = APIRouter(prefix="/exchange-rate", tags=["exchange-rate"])
+
+
+@router.get("/", response_model=ExchangeRateRead)
+def current_rate(
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    rate = get_current_rate(session)
+    if not rate:
+        raise HTTPException(status_code=503, detail="Exchange rate unavailable")
+    return rate
+
+
+@router.get("/history", response_model=list[ExchangeRateRead])
+def rate_history(
+    days: int = 30,
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    return get_rate_history(session, days)

backend/app/api/v1/endpoints/import_transactions.py

@@ -0,0 +1,149 @@
+import hashlib
+import re
+from datetime import datetime
+from typing import Optional
+
+from fastapi import APIRouter, Depends
+from pydantic import BaseModel
+from sqlmodel import Session, select
+
+from app.auth import get_current_user
+from app.db import get_session
+from app.models.models import (
+    Bank,
+    Currency,
+    Transaction,
+    TransactionSource,
+    TransactionType,
+)
+from app.api.v1.endpoints.transactions import auto_categorize
+
+router = APIRouter(prefix="/import", tags=["import"])
+
+
+class PasteImportRequest(BaseModel):
+    text: str
+    bank: Bank = Bank.BAC
+    source: TransactionSource = TransactionSource.CREDIT_CARD
+
+
+class PasteImportResult(BaseModel):
+    imported: int
+    duplicates: int
+    errors: list[str]
+
+
+def make_reference_hash(date: datetime, merchant: str, amount: float, currency: str) -> str:
+    raw = f"{date.isoformat()}|{merchant.strip().upper()}|{amount}|{currency}"
+    return hashlib.sha256(raw.encode()).hexdigest()[:16]
+
+
+def parse_bac_line(line: str) -> Optional[dict]:
+    """Parse a single BAC statement line.
+
+    Format: DD/MM/YYYY\tMERCHANT\\CITY\\COUNTRY\tAMOUNT CURRENCY
+    """
+    line = line.strip()
+    if not line:
+        return None
+
+    parts = re.split(r"\t+", line)
+    if len(parts) < 3:
+        # Try multiple spaces as delimiter
+        parts = re.split(r"\s{2,}", line)
+    if len(parts) < 3:
+        return None
+
+    # Parse date
+    date_str = parts[0].strip()
+    try:
+        date = datetime.strptime(date_str, "%d/%m/%Y")
+    except ValueError:
+        return None
+
+    # Parse merchant\city\country
+    merchant_raw = parts[1].strip()
+    merchant_parts = merchant_raw.split("\\")
+    merchant = merchant_parts[0].strip()
+    city = merchant_parts[1].strip() if len(merchant_parts) > 1 else None
+
+    # Parse amount + currency
+    amount_str = parts[2].strip()
+    # Extract currency (last 3 chars)
+    match = re.match(r"^([\d,.-]+)\s*(CRC|USD)$", amount_str, re.IGNORECASE)
+    if not match:
+        return None
+
+    amount_raw = match.group(1).replace(",", "")
+    currency = match.group(2).upper()
+    amount = float(amount_raw)
+
+    # Determine transaction type
+    is_refund = amount < 0 or "PAGO RECIBIDO" in merchant.upper()
+    tx_type = TransactionType.DEVOLUCION if is_refund else TransactionType.COMPRA
+    amount = abs(amount)
+
+    return {
+        "date": date,
+        "merchant": merchant,
+        "city": city,
+        "amount": amount,
+        "currency": currency,
+        "transaction_type": tx_type,
+    }
+
+
+@router.post("/paste", response_model=PasteImportResult)
+def paste_import(
+    req: PasteImportRequest,
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    imported = 0
+    duplicates = 0
+    errors: list[str] = []
+
+    lines = req.text.strip().splitlines()
+
+    for i, line in enumerate(lines, 1):
+        if not line.strip():
+            continue
+
+        parsed = parse_bac_line(line)
+        if parsed is None:
+            errors.append(f"Line {i}: could not parse")
+            continue
+
+        # Generate reference hash for duplicate detection
+        ref_hash = make_reference_hash(
+            parsed["date"], parsed["merchant"], parsed["amount"], parsed["currency"]
+        )
+
+        # Check for duplicates
+        existing = session.exec(
+            select(Transaction).where(Transaction.reference == ref_hash)
+        ).first()
+        if existing:
+            duplicates += 1
+            continue
+
+        tx = Transaction(
+            amount=parsed["amount"],
+            currency=Currency(parsed["currency"]),
+            merchant=parsed["merchant"],
+            city=parsed["city"],
+            date=parsed["date"],
+            transaction_type=parsed["transaction_type"],
+            source=req.source,
+            bank=req.bank,
+            reference=ref_hash,
+        )
+        tx.category_id = auto_categorize(tx.merchant, session)
+
+        session.add(tx)
+        imported += 1
+
+    if imported > 0:
+        session.commit()
+
+    return PasteImportResult(imported=imported, duplicates=duplicates, errors=errors)

backend/app/api/v1/endpoints/tokens.py

@@ -0,0 +1,66 @@
+import secrets
+from datetime import datetime, timedelta
+from typing import Optional
+
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel
+from sqlmodel import Session, select
+
+from app.auth import get_current_user, hash_token
+from app.db import get_session
+from app.models.models import APIToken, APITokenCreate, APITokenRead
+
+router = APIRouter(prefix="/tokens", tags=["tokens"])
+
+
+class TokenCreatedResponse(BaseModel):
+    token: str
+    name: str
+    expires_at: Optional[datetime]
+
+
+@router.post("/", response_model=TokenCreatedResponse, status_code=201)
+def create_token(
+    data: APITokenCreate,
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    plaintext = secrets.token_urlsafe(32)
+    expires_at = None
+    if data.expires_days:
+        expires_at = datetime.utcnow() + timedelta(days=data.expires_days)
+
+    api_token = APIToken(
+        name=data.name,
+        token_hash=hash_token(plaintext),
+        expires_at=expires_at,
+    )
+    session.add(api_token)
+    session.commit()
+    session.refresh(api_token)
+
+    return TokenCreatedResponse(token=plaintext, name=api_token.name, expires_at=api_token.expires_at)
+
+
+@router.get("/", response_model=list[APITokenRead])
+def list_tokens(
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    return list(session.exec(
+        select(APIToken).where(APIToken.is_active == True).order_by(APIToken.created_at.desc())
+    ).all())
+
+
+@router.delete("/{token_id}", status_code=204)
+def revoke_token(
+    token_id: int,
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    token = session.get(APIToken, token_id)
+    if not token:
+        raise HTTPException(status_code=404, detail="Token not found")
+    token.is_active = False
+    session.add(token)
+    session.commit()

backend/app/api/v1/endpoints/transactions.py

@@ -1,7 +1,9 @@
+from datetime import datetime
 from typing import Optional
 
 from fastapi import APIRouter, Depends, HTTPException, Query
-from sqlmodel import Session, col, select
+from pydantic import BaseModel
+from sqlmodel import Session, col, func, select
 
 from app.auth import get_current_user
 from app.db import get_session
@@ -17,6 +19,24 @@ from app.models.models import (
 router = APIRouter(prefix="/transactions", tags=["transactions"])
 
 
+def get_cycle_range(year: int, month: int) -> tuple[datetime, datetime]:
+    """Return (start, end) for billing cycle: month/18 to month+1/18."""
+    start = datetime(year, month, 18)
+    if month == 12:
+        end = datetime(year + 1, 1, 18)
+    else:
+        end = datetime(year, month + 1, 18)
+    return start, end
+
+
+class BillingCycle(BaseModel):
+    year: int
+    month: int
+    label: str
+    count: int
+    total: float
+
+
 def auto_categorize(merchant: str, session: Session) -> Optional[int]:
     categories = session.exec(select(Category)).all()
     merchant_lower = merchant.lower()
@@ -33,6 +53,8 @@ def list_transactions(
     source: Optional[TransactionSource] = None,
     search: Optional[str] = None,
     category_id: Optional[int] = None,
+    cycle_year: Optional[int] = None,
+    cycle_month: Optional[int] = None,
     limit: int = Query(default=50, le=500),
     offset: int = 0,
     session: Session = Depends(get_session),
@@ -45,10 +67,72 @@ def list_transactions(
         query = query.where(Transaction.category_id == category_id)
     if search:
         query = query.where(col(Transaction.merchant).ilike(f"%{search}%"))
+    if cycle_year and cycle_month:
+        start, end = get_cycle_range(cycle_year, cycle_month)
+        query = query.where(Transaction.date >= start, Transaction.date < end)
     query = query.order_by(col(Transaction.date).desc()).offset(offset).limit(limit)
     return session.exec(query).all()
 
 
+@router.get("/cycles", response_model=list[BillingCycle])
+def list_billing_cycles(
+    session: Session = Depends(get_session),
+    _user: str = Depends(get_current_user),
+):
+    """Return available billing cycles based on transaction dates."""
+    # Get date range of all transactions
+    result = session.exec(
+        select(func.min(Transaction.date), func.max(Transaction.date))
+    ).first()
+    if not result or not result[0]:
+        return []
+
+    min_date, max_date = result
+
+    cycles = []
+    # Determine which cycle the min_date falls into
+    if min_date.day < 18:
+        # Falls in previous month's cycle
+        if min_date.month == 1:
+            y, m = min_date.year - 1, 12
+        else:
+            y, m = min_date.year, min_date.month - 1
+    else:
+        y, m = min_date.year, min_date.month
+
+    while True:
+        start, end = get_cycle_range(y, m)
+        if start > max_date:
+            break
+
+        # Count transactions in this cycle
+        count_result = session.exec(
+            select(func.count(), func.coalesce(func.sum(Transaction.amount), 0)).where(
+                Transaction.date >= start, Transaction.date < end
+            )
+        ).first()
+        count = count_result[0] if count_result else 0
+        total = float(count_result[1]) if count_result else 0.0
+
+        if count > 0:
+            month_names = [
+                "", "Jan", "Feb", "Mar", "Apr", "May", "Jun",
+                "Jul", "Aug", "Sep", "Oct", "Nov", "Dec",
+            ]
+            end_month = m + 1 if m < 12 else 1
+            end_year = y if m < 12 else y + 1
+            label = f"{month_names[m]} 18 - {month_names[end_month]} 18, {end_year}"
+            cycles.append(BillingCycle(year=y, month=m, label=label, count=count, total=total))
+
+        # Next month
+        if m == 12:
+            y, m = y + 1, 1
+        else:
+            m += 1
+
+    return list(reversed(cycles))
+
+
 @router.get("/recent", response_model=list[TransactionRead])
 def recent_transactions(
     limit: int = Query(default=5, le=20),
@@ -71,6 +155,16 @@ def create_transaction(
     _user: str = Depends(get_current_user),
 ):
     tx = Transaction.model_validate(data)
+    # Duplicate detection by reference
+    if tx.reference:
+        existing = session.exec(
+            select(Transaction).where(Transaction.reference == tx.reference)
+        ).first()
+        if existing:
+            raise HTTPException(
+                status_code=409,
+                detail=f"Duplicate transaction: reference '{tx.reference}' already exists (id={existing.id})",
+            )
     if tx.category_id is None:
         tx.category_id = auto_categorize(tx.merchant, session)
     session.add(tx)

backend/app/api/v1/router.py

@@ -1,9 +1,22 @@
 from fastapi import APIRouter
 
-from app.api.v1.endpoints import accounts, auth, categories, transactions
+from app.api.v1.endpoints import (
+    accounts,
+    analytics,
+    auth,
+    categories,
+    exchange_rate,
+    import_transactions,
+    tokens,
+    transactions,
+)
 
 api_router = APIRouter(prefix="/api/v1")
 api_router.include_router(auth.router)
 api_router.include_router(accounts.router)
 api_router.include_router(categories.router)
 api_router.include_router(transactions.router)
+api_router.include_router(import_transactions.router)
+api_router.include_router(exchange_rate.router)
+api_router.include_router(tokens.router)
+api_router.include_router(analytics.router)

backend/app/auth.py

@@ -1,8 +1,10 @@
+import hashlib
 from datetime import datetime, timedelta
 
 from fastapi import Depends, HTTPException, status
 from fastapi.security import OAuth2PasswordBearer
 from jose import JWTError, jwt
+from sqlmodel import Session, select
 
 from app.config import settings
 
@@ -16,7 +18,12 @@ def create_access_token(subject: str) -> str:
     return jwt.encode({"sub": subject, "exp": expire}, settings.SECRET_KEY, algorithm=ALGORITHM)
 
 
+def hash_token(token: str) -> str:
+    return hashlib.sha256(token.encode()).hexdigest()
+
+
 def get_current_user(token: str = Depends(oauth2_scheme)) -> str:
+    # Try JWT first
     try:
         payload = jwt.decode(token, settings.SECRET_KEY, algorithms=[ALGORITHM])
         username: str = payload.get("sub")
@@ -24,4 +31,23 @@ def get_current_user(token: str = Depends(oauth2_scheme)) -> str:
             raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED)
         return username
     except JWTError:
+        pass
+
+    # Fallback: check API token
+    from app.db import get_session
+    from app.models.models import APIToken
+
+    token_hash = hash_token(token)
+    with next(get_session()) as session:
+        api_token = session.exec(
+            select(APIToken).where(
+                APIToken.token_hash == token_hash,
+                APIToken.is_active == True,
+            )
+        ).first()
+        if api_token:
+            if api_token.expires_at and api_token.expires_at < datetime.utcnow():
+                raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED, detail="Token expired")
+            return f"api:{api_token.name}"
+
     raise HTTPException(status_code=status.HTTP_401_UNAUTHORIZED)

backend/app/config.py

@@ -7,6 +7,8 @@ class Settings(BaseSettings):
     ACCESS_TOKEN_EXPIRE_MINUTES: int = 60 * 24 * 30  # 30 days
     ADMIN_USERNAME: str = "admin"
     ADMIN_PASSWORD: str = "admin"
+    BCCR_API_EMAIL: str = ""
+    BCCR_API_TOKEN: str = ""
 
     class Config:
         env_file = ".env"

backend/app/models/models.py

@@ -19,12 +19,28 @@ class TransactionSource(str, enum.Enum):
 class Currency(str, enum.Enum):
     CRC = "CRC"
     USD = "USD"
+    BTC = "BTC"
+    XMR = "XMR"
 
 
 class Bank(str, enum.Enum):
     BAC = "BAC"
     BCR = "BCR"
     DAVIVIENDA = "DAVIVIENDA"
+    FCL = "FCL"
+    ROP = "ROP"
+    VOL = "VOL"
+    MEMP = "MEMP"
+    MPAT = "MPAT"
+    MORTGAGE = "MORTGAGE"
+
+
+class AccountType(str, enum.Enum):
+    BANK = "BANK"
+    PENSION = "PENSION"
+    CRYPTO = "CRYPTO"
+    SAVINGS = "SAVINGS"
+    LIABILITY = "LIABILITY"
 
 
 # --- Category ---
@@ -64,8 +80,10 @@ class CategoryUpdate(SQLModel):
 class AccountBase(SQLModel):
     bank: Bank
     currency: Currency
-    label: str = Field(description="e.g. 'BAC Colones', 'BAC Dólares'")
+    label: str
     balance: float = 0.0
+    account_type: AccountType = AccountType.BANK
+    next_payment: Optional[float] = None
 
 
 class Account(AccountBase, table=True):
@@ -85,6 +103,7 @@ class AccountRead(AccountBase):
 class AccountUpdate(SQLModel):
     balance: Optional[float] = None
     label: Optional[str] = None
+    next_payment: Optional[float] = None
 
 
 # --- Transaction ---
@@ -99,7 +118,7 @@ class TransactionBase(SQLModel):
     card_type: Optional[str] = None
     card_last4: Optional[str] = None
     authorization_code: Optional[str] = None
-    reference: Optional[str] = None
+    reference: Optional[str] = Field(default=None, index=True)
     transaction_type: TransactionType = TransactionType.COMPRA
     source: TransactionSource = TransactionSource.CREDIT_CARD
     bank: Bank = Bank.BAC
@@ -133,3 +152,46 @@ class TransactionUpdate(SQLModel):
     source: Optional[TransactionSource] = None
     notes: Optional[str] = None
     category_id: Optional[int] = None
+
+
+# --- Exchange Rate ---
+
+
+class ExchangeRate(SQLModel, table=True):
+    id: Optional[int] = Field(default=None, primary_key=True)
+    date: datetime
+    buy_rate: float
+    sell_rate: float
+    fetched_at: datetime = Field(default_factory=datetime.utcnow)
+
+
+class ExchangeRateRead(SQLModel):
+    buy_rate: float
+    sell_rate: float
+    date: datetime
+    fetched_at: datetime
+
+
+# --- API Token ---
+
+
+class APIToken(SQLModel, table=True):
+    id: Optional[int] = Field(default=None, primary_key=True)
+    name: str
+    token_hash: str = Field(index=True)
+    created_at: datetime = Field(default_factory=datetime.utcnow)
+    expires_at: Optional[datetime] = None
+    is_active: bool = True
+
+
+class APITokenCreate(SQLModel):
+    name: str
+    expires_days: Optional[int] = None
+
+
+class APITokenRead(SQLModel):
+    id: int
+    name: str
+    created_at: datetime
+    expires_at: Optional[datetime]
+    is_active: bool

backend/app/seed.py

@@ -1,7 +1,7 @@
 from sqlmodel import Session, select
 
 from app.db import engine
-from app.models.models import Account, Bank, Category, Currency
+from app.models.models import Account, AccountType, Bank, Category, Currency
 
 DEFAULT_CATEGORIES = [
     ("Groceries", "shopping-cart", "automercado,auto mercado,fresh market,macrobiotica,pricesmart,price smart,grassfedcr,pequeno mundo"),
@@ -23,10 +23,25 @@ DEFAULT_CATEGORIES = [
 ]
 
 DEFAULT_ACCOUNTS = [
-    (Bank.BAC, Currency.CRC, "BAC Colones", 0.0),
+    # Bank accounts
-    (Bank.BAC, Currency.USD, "BAC Dólares", 0.0),
+    (Bank.BAC, Currency.CRC, "BAC", AccountType.BANK),
-    (Bank.BCR, Currency.CRC, "BCR Colones", 0.0),
+    (Bank.BAC, Currency.USD, "BAC", AccountType.BANK),
-    (Bank.DAVIVIENDA, Currency.CRC, "Davivienda Colones", 0.0),
+    (Bank.BCR, Currency.CRC, "BCR", AccountType.BANK),
+    (Bank.BCR, Currency.USD, "BCR", AccountType.BANK),
+    (Bank.DAVIVIENDA, Currency.CRC, "DAV", AccountType.BANK),
+    (Bank.DAVIVIENDA, Currency.USD, "DAV", AccountType.BANK),
+    # Pensions (CRC)
+    (Bank.FCL, Currency.CRC, "FCL", AccountType.PENSION),
+    (Bank.ROP, Currency.CRC, "ROP", AccountType.PENSION),
+    (Bank.VOL, Currency.CRC, "VOL", AccountType.PENSION),
+    # Savings (CRC)
+    (Bank.MEMP, Currency.CRC, "MEMP", AccountType.SAVINGS),
+    (Bank.MPAT, Currency.CRC, "MPAT", AccountType.SAVINGS),
+    # Liabilities
+    (Bank.MORTGAGE, Currency.USD, "Mortgage", AccountType.LIABILITY),
+    # Crypto
+    (Bank.BAC, Currency.BTC, "BTC", AccountType.CRYPTO),
+    (Bank.BAC, Currency.XMR, "XMR", AccountType.CRYPTO),
 ]
 
 
@@ -40,6 +55,6 @@ def seed_db():
 
         existing_acc = session.exec(select(Account)).first()
         if not existing_acc:
-            for bank, currency, label, balance in DEFAULT_ACCOUNTS:
+            for bank, currency, label, account_type in DEFAULT_ACCOUNTS:
-                session.add(Account(bank=bank, currency=currency, label=label, balance=balance))
+                session.add(Account(bank=bank, currency=currency, label=label, account_type=account_type))
             session.commit()

backend/app/services/exchange_rate.py

@@ -0,0 +1,95 @@
+import xml.etree.ElementTree as ET
+from datetime import datetime, timedelta
+
+import httpx
+from sqlmodel import Session, col, select
+
+from app.config import settings
+from app.models.models import ExchangeRate
+
+# BCCR indicators: 317 = buy, 318 = sell
+BCCR_URL = "https://gee.bccr.fi.cr/Indicadores/Suscripciones/WS/wsindicadoreseconomicos.asmx/ObtenerIndicadoresEconomicos"
+
+_cache: dict[str, tuple[ExchangeRate, datetime]] = {}
+CACHE_TTL = timedelta(hours=1)
+
+
+def _fetch_bccr_rate(indicator: int, date_str: str) -> float | None:
+    """Fetch a single indicator from BCCR API."""
+    try:
+        params = {
+            "Indicador": str(indicator),
+            "FechaInicio": date_str,
+            "FechaFinal": date_str,
+            "Nombre": settings.BCCR_API_EMAIL or "WealthySmart",
+            "SubNiveles": "N",
+            "CorreoElectronico": settings.BCCR_API_EMAIL or "no-reply@example.com",
+            "Token": settings.BCCR_API_TOKEN or "",
+        }
+        resp = httpx.get(BCCR_URL, params=params, timeout=10)
+        resp.raise_for_status()
+
+        # Parse XML response
+        root = ET.fromstring(resp.text)
+        # The value is in INGC011_DES_DATOS > NUM_VALOR
+        ns = {"": "http://ws.sdde.bccr.fi.cr"}
+        for datos in root.iter():
+            if datos.tag.endswith("NUM_VALOR"):
+                return float(datos.text.strip().replace(",", "."))
+    except Exception:
+        pass
+    return None
+
+
+def get_current_rate(session: Session) -> ExchangeRate | None:
+    """Get current USD/CRC rate. Uses in-memory cache + DB fallback."""
+    # Check memory cache
+    cached = _cache.get("current")
+    if cached and datetime.utcnow() - cached[1] < CACHE_TTL:
+        return cached[0]
+
+    # Check DB for recent rate
+    one_hour_ago = datetime.utcnow() - CACHE_TTL
+    db_rate = session.exec(
+        select(ExchangeRate)
+        .where(ExchangeRate.fetched_at > one_hour_ago)
+        .order_by(col(ExchangeRate.fetched_at).desc())
+    ).first()
+    if db_rate:
+        _cache["current"] = (db_rate, datetime.utcnow())
+        return db_rate
+
+    # Fetch from BCCR
+    today = datetime.now().strftime("%d/%m/%Y")
+    buy = _fetch_bccr_rate(317, today)
+    sell = _fetch_bccr_rate(318, today)
+
+    if buy is None or sell is None:
+        # Fallback: return most recent DB rate regardless of age
+        fallback = session.exec(
+            select(ExchangeRate).order_by(col(ExchangeRate.fetched_at).desc())
+        ).first()
+        return fallback
+
+    rate = ExchangeRate(
+        date=datetime.utcnow(),
+        buy_rate=buy,
+        sell_rate=sell,
+    )
+    session.add(rate)
+    session.commit()
+    session.refresh(rate)
+    _cache["current"] = (rate, datetime.utcnow())
+    return rate
+
+
+def get_rate_history(session: Session, days: int = 30) -> list[ExchangeRate]:
+    """Get historical exchange rates."""
+    cutoff = datetime.utcnow() - timedelta(days=days)
+    return list(
+        session.exec(
+            select(ExchangeRate)
+            .where(ExchangeRate.date > cutoff)
+            .order_by(col(ExchangeRate.date).desc())
+        ).all()
+    )

backend/requirements.txt

@@ -7,3 +7,4 @@ passlib[bcrypt]
 python-multipart
 python-dotenv
 alembic
+httpx

docker-compose.yml

@@ -24,7 +24,7 @@ services:
     environment:
       DATABASE_URL: postgresql://wealthy_user:wealthy_pass@db:5432/wealthysmart
     ports:
-      - "8000:8000"
+      - "8001:8000"
     volumes:
       - ./backend:/app
     depends_on:
@@ -37,7 +37,7 @@ services:
       dockerfile: Dockerfile
     container_name: wealthysmart-frontend-dev
     ports:
-      - "5174:5173"
+      - "5175:5173"
     volumes:
       - ./frontend:/app
       - /app/node_modules

frontend/index.html

@@ -1,11 +1,19 @@
 <!DOCTYPE html>
-<html lang="en">
+<html lang="en" class="dark">
   <head>
+    <script>
+      const t = localStorage.getItem('theme');
+      if (t === 'light' || (!t && !window.matchMedia('(prefers-color-scheme: dark)').matches)) {
+        document.documentElement.classList.remove('dark');
+      }
+    </script>
     <meta charset="UTF-8" />
     <meta name="viewport" content="width=device-width, initial-scale=1.0" />
     <meta name="description" content="WealthySmart — Smart personal finance management" />
     <meta name="theme-color" content="#0f172a" />
     <link rel="icon" type="image/svg+xml" href="/favicon.svg" />
+    <link rel="manifest" href="/manifest.json" />
+    <link rel="apple-touch-icon" href="/icons/icon-192.png" />
     <title>WealthySmart</title>
   </head>
   <body>

frontend/nginx.conf

@@ -18,6 +18,11 @@ server {
         proxy_read_timeout 120s;
     }
 
+    # No cache for service worker
+    location /sw.js {
+        add_header Cache-Control "no-cache";
+    }
+
     # Cache immutable assets
     location /assets/ {
         expires 1y;

frontend/package.json

@@ -13,7 +13,8 @@
     "lucide-react": "^0.562.0",
     "react": "^19.2.0",
     "react-dom": "^19.2.0",
-    "react-router-dom": "^7.12.0"
+    "react-router-dom": "^7.12.0",
+    "recharts": "^3.8.0"
   },
   "devDependencies": {
     "@tailwindcss/vite": "^4.1.18",

frontend/pnpm-lock.yaml

@@ -23,6 +23,9 @@ importers:
       react-router-dom:
         specifier: ^7.12.0
         version: 7.13.1(react-dom@19.2.4(react@19.2.4))(react@19.2.4)
+      recharts:
+        specifier: ^3.8.0
+        version: 3.8.0(@types/react@19.2.14)(react-dom@19.2.4(react@19.2.4))(react-is@19.2.4)(react@19.2.4)(redux@5.0.1)
     devDependencies:
       '@tailwindcss/vite':
         specifier: ^4.1.18
@@ -220,6 +223,17 @@ packages:
   '@jridgewell/trace-mapping@0.3.31':
     resolution: {integrity: sha512-zzNR+SdQSDJzc8joaeP8QQoCQr8NuYx2dIIytl1QeBEZHJ9uW6hebsrYgbz8hJwUQao3TWCMtmfV8Nu1twOLAw==}
 
+  '@reduxjs/toolkit@2.11.2':
+    resolution: {integrity: sha512-Kd6kAHTA6/nUpp8mySPqj3en3dm0tdMIgbttnQ1xFMVpufoj+ADi8pXLBsd4xzTRHQa7t/Jv8W5UnCuW4kuWMQ==}
+    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
+
   '@rolldown/pluginutils@1.0.0-rc.7':
     resolution: {integrity: sha512-qujRfC8sFVInYSPPMLQByRh7zhwkGFS4+tyMQ83srV1qrxL4g8E2tyxVVyxd0+8QeBM1mIk9KbWxkegRr76XzA==}
 
@@ -348,6 +362,12 @@ packages:
     cpu: [x64]
     os: [win32]
 
+  '@standard-schema/spec@1.1.0':
+    resolution: {integrity: sha512-l2aFy5jALhniG5HgqrD6jXLi/rUWrKvqN/qJx6yoJsgKhblVd+iqqU4RCXavm/jPityDo5TCvKMnpjKnOriy0w==}
+
+  '@standard-schema/utils@0.3.0':
+    resolution: {integrity: sha512-e7Mew686owMaPJVNNLs55PUvgz371nKgwsc4vxE49zsODpJEnxgxRo2y/OKrqueavXgZNMDVj3DdHFlaSAeU8g==}
+
   '@swc/core-darwin-arm64@1.15.18':
     resolution: {integrity: sha512-+mIv7uBuSaywN3C9LNuWaX1jJJ3SKfiJuE6Lr3bd+/1Iv8oMU7oLBjYMluX1UrEPzwN2qCdY6Io0yVicABoCwQ==}
     engines: {node: '>=10'}
@@ -513,6 +533,33 @@ packages:
     peerDependencies:
       vite: ^5.2.0 || ^6 || ^7 || ^8
 
+  '@types/d3-array@3.2.2':
+    resolution: {integrity: sha512-hOLWVbm7uRza0BYXpIIW5pxfrKe0W+D5lrFiAEYR+pb6w3N2SwSMaJbXdUfSEv+dT4MfHBLtn5js0LAWaO6otw==}
+
+  '@types/d3-color@3.1.3':
+    resolution: {integrity: sha512-iO90scth9WAbmgv7ogoq57O9YpKmFBbmoEoCHDB2xMBY0+/KVrqAaCDyCE16dUspeOvIxFFRI+0sEtqDqy2b4A==}
+
+  '@types/d3-ease@3.0.2':
+    resolution: {integrity: sha512-NcV1JjO5oDzoK26oMzbILE6HW7uVXOHLQvHshBUW4UMdZGfiY6v5BeQwh9a9tCzv+CeefZQHJt5SRgK154RtiA==}
+
+  '@types/d3-interpolate@3.0.4':
+    resolution: {integrity: sha512-mgLPETlrpVV1YRJIglr4Ez47g7Yxjl1lj7YKsiMCb27VJH9W8NVM6Bb9d8kkpG/uAQS5AmbA48q2IAolKKo1MA==}
+
+  '@types/d3-path@3.1.1':
+    resolution: {integrity: sha512-VMZBYyQvbGmWyWVea0EHs/BwLgxc+MKi1zLDCONksozI4YJMcTt8ZEuIR4Sb1MMTE8MMW49v0IwI5+b7RmfWlg==}
+
+  '@types/d3-scale@4.0.9':
+    resolution: {integrity: sha512-dLmtwB8zkAeO/juAMfnV+sItKjlsw2lKdZVVy6LRr0cBmegxSABiLEpGVmSJJ8O08i4+sGR6qQtb6WtuwJdvVw==}
+
+  '@types/d3-shape@3.1.8':
+    resolution: {integrity: sha512-lae0iWfcDeR7qt7rA88BNiqdvPS5pFVPpo5OfjElwNaT2yyekbM0C9vK+yqBqEmHr6lDkRnYNoTBYlAgJa7a4w==}
+
+  '@types/d3-time@3.0.4':
+    resolution: {integrity: sha512-yuzZug1nkAAaBlBBikKZTgzCeA+k1uy4ZFwWANOfKw5z5LRhV0gNA7gNkKm7HoK+HRN0wX3EkxGk0fpbWhmB7g==}
+
+  '@types/d3-timer@3.0.2':
+    resolution: {integrity: sha512-Ps3T8E8dZDam6fUyNiMkekK3XUsaUEik+idO9/YjPtfj2qruF8tFBXS7XhtE4iIXBLxhmLjP3SXpLhVf21I9Lw==}
+
   '@types/estree@1.0.8':
     resolution: {integrity: sha512-dWHzHa2WqEXI/O1E9OjrocMTKJl2mSrEolh1Iomrv6U+JuNwaHXsXx9bLu5gG7BUWFIN0skIQJQ/L1rIex4X6w==}
 
@@ -524,6 +571,9 @@ packages:
   '@types/react@19.2.14':
     resolution: {integrity: sha512-ilcTH/UniCkMdtexkoCN0bI7pMcJDvmQFPvuPvmEaYA/NSfFTAgdUSLAoVjaRJm7+6PvcM+q1zYOwS4wTYMF9w==}
 
+  '@types/use-sync-external-store@0.0.6':
+    resolution: {integrity: sha512-zFDAD+tlpf2r4asuHEj0XH6pY6i0g5NeAHPn+15wk3BV6JA69eERFXC1gyGThDkVa1zCyKr5jox1+2LbV/AMLg==}
+
   '@vitejs/plugin-react-swc@4.3.0':
     resolution: {integrity: sha512-mOkXCII839dHyAt/gpoSlm28JIVDwhZ6tnG6wJxUy2bmOx7UaPjvOyIDf3SFv5s7Eo7HVaq6kRcu6YMEzt5Z7w==}
     engines: {node: ^20.19.0 || >=22.12.0}
@@ -540,6 +590,10 @@ packages:
     resolution: {integrity: sha512-Sp1ablJ0ivDkSzjcaJdxEunN5/XvksFJ2sMBFfq6x0ryhQV/2b/KwFe21cMpmHtPOSij8K99/wSfoEuTObmuMQ==}
     engines: {node: '>= 0.4'}
 
+  clsx@2.1.1:
+    resolution: {integrity: sha512-eYm0QWBtUrBWZWG0d386OGAw16Z995PiOVo2B7bjWSbHedGl5e0ZWaq65kOGgUSNesEIDkB9ISbTg/JK9dhCZA==}
+    engines: {node: '>=6'}
+
   combined-stream@1.0.8:
     resolution: {integrity: sha512-FQN4MRfuJeHf7cBbBMJFXhKSDq+2kAArBlmRBvcvFE5BB1HZKXtSFASDhdlz9zOYwxh8lDdnvmMOe/+5cdoEdg==}
     engines: {node: '>= 0.8'}
@@ -551,6 +605,53 @@ packages:
   csstype@3.2.3:
     resolution: {integrity: sha512-z1HGKcYy2xA8AGQfwrn0PAy+PB7X/GSj3UVJW9qKyn43xWa+gl5nXmU4qqLMRzWVLFC8KusUX8T/0kCiOYpAIQ==}
 
+  d3-array@3.2.4:
+    resolution: {integrity: sha512-tdQAmyA18i4J7wprpYq8ClcxZy3SC31QMeByyCFyRt7BVHdREQZ5lpzoe5mFEYZUWe+oq8HBvk9JjpibyEV4Jg==}
+    engines: {node: '>=12'}
+
+  d3-color@3.1.0:
+    resolution: {integrity: sha512-zg/chbXyeBtMQ1LbD/WSoW2DpC3I0mpmPdW+ynRTj/x2DAWYrIY7qeZIHidozwV24m4iavr15lNwIwLxRmOxhA==}
+    engines: {node: '>=12'}
+
+  d3-ease@3.0.1:
+    resolution: {integrity: sha512-wR/XK3D3XcLIZwpbvQwQ5fK+8Ykds1ip7A2Txe0yxncXSdq1L9skcG7blcedkOX+ZcgxGAmLX1FrRGbADwzi0w==}
+    engines: {node: '>=12'}
+
+  d3-format@3.1.2:
+    resolution: {integrity: sha512-AJDdYOdnyRDV5b6ArilzCPPwc1ejkHcoyFarqlPqT7zRYjhavcT3uSrqcMvsgh2CgoPbK3RCwyHaVyxYcP2Arg==}
+    engines: {node: '>=12'}
+
+  d3-interpolate@3.0.1:
+    resolution: {integrity: sha512-3bYs1rOD33uo8aqJfKP3JWPAibgw8Zm2+L9vBKEHJ2Rg+viTR7o5Mmv5mZcieN+FRYaAOWX5SJATX6k1PWz72g==}
+    engines: {node: '>=12'}
+
+  d3-path@3.1.0:
+    resolution: {integrity: sha512-p3KP5HCf/bvjBSSKuXid6Zqijx7wIfNW+J/maPs+iwR35at5JCbLUT0LzF1cnjbCHWhqzQTIN2Jpe8pRebIEFQ==}
+    engines: {node: '>=12'}
+
+  d3-scale@4.0.2:
+    resolution: {integrity: sha512-GZW464g1SH7ag3Y7hXjf8RoUuAFIqklOAq3MRl4OaWabTFJY9PN/E1YklhXLh+OQ3fM9yS2nOkCoS+WLZ6kvxQ==}
+    engines: {node: '>=12'}
+
+  d3-shape@3.2.0:
+    resolution: {integrity: sha512-SaLBuwGm3MOViRq2ABk3eLoxwZELpH6zhl3FbAoJ7Vm1gofKx6El1Ib5z23NUEhF9AsGl7y+dzLe5Cw2AArGTA==}
+    engines: {node: '>=12'}
+
+  d3-time-format@4.1.0:
+    resolution: {integrity: sha512-dJxPBlzC7NugB2PDLwo9Q8JiTR3M3e4/XANkreKSUxF8vvXKqm1Yfq4Q5dl8budlunRVlUUaDUgFt7eA8D6NLg==}
+    engines: {node: '>=12'}
+
+  d3-time@3.1.0:
+    resolution: {integrity: sha512-VqKjzBLejbSMT4IgbmVgDjpkYrNWUYJnbCGo874u7MMKIWsILRX+OpX/gTk8MqjpT1A/c6HY2dCA77ZN0lkQ2Q==}
+    engines: {node: '>=12'}
+
+  d3-timer@3.0.1:
+    resolution: {integrity: sha512-ndfJ/JxxMd3nw31uyKoY2naivF+r29V+Lc0svZxe1JvvIRmi8hUsrMvdOwgS1o6uBHmiz91geQ0ylPP0aj1VUA==}
+    engines: {node: '>=12'}
+
+  decimal.js-light@2.5.1:
+    resolution: {integrity: sha512-qIMFpTMZmny+MMIitAB6D7iVPEorVw6YQRWkvarTkT4tBeSLLiHzcwj6q0MmYSFCiVpiqPJTJEYIrpcPzVEIvg==}
+
   delayed-stream@1.0.0:
     resolution: {integrity: sha512-ZySD7Nf91aLB0RxL4KGrKHBXl7Eds1DAmEdcoVawXnLD7SDhpNgtuII2aAkg7a7QS41jxPSZ17p4VdGnMHk3MQ==}
     engines: {node: '>=0.4.0'}
@@ -583,11 +684,17 @@ packages:
     resolution: {integrity: sha512-j6vWzfrGVfyXxge+O0x5sh6cvxAog0a/4Rdd2K36zCMV5eJ+/+tOAngRO8cODMNWbVRdVlmGZQL2YS3yR8bIUA==}
     engines: {node: '>= 0.4'}
 
+  es-toolkit@1.45.1:
+    resolution: {integrity: sha512-/jhoOj/Fx+A+IIyDNOvO3TItGmlMKhtX8ISAHKE90c4b/k1tqaqEZ+uUqfpU8DMnW5cgNJv606zS55jGvza0Xw==}
+
   esbuild@0.27.4:
     resolution: {integrity: sha512-Rq4vbHnYkK5fws5NF7MYTU68FPRE1ajX7heQ/8QXXWqNgqqJ/GkmmyxIzUnf2Sr/bakf8l54716CcMGHYhMrrQ==}
     engines: {node: '>=18'}
     hasBin: true
 
+  eventemitter3@5.0.4:
+    resolution: {integrity: sha512-mlsTRyGaPBjPedk6Bvw+aqbsXDtoAyAzm5MO7JgU+yVRyMQ5O8bD4Kcci7BS85f93veegeCPkL8R4GLClnjLFw==}
+
   fdir@6.5.0:
     resolution: {integrity: sha512-tIbYtZbucOs0BRGqPJkshJUYdL+SDH7dVM8gjy+ERp3WAUjLEFJE+02kanyHtwjWOnwrKYBiwAmM0p4kLJAnXg==}
     engines: {node: '>=12.0.0'}
@@ -645,6 +752,16 @@ packages:
     resolution: {integrity: sha512-0hJU9SCPvmMzIBdZFqNPXWa6dqh7WdH0cII9y+CyS8rG3nL48Bclra9HmKhVVUHyPWNH5Y7xDwAB7bfgSjkUMQ==}
     engines: {node: '>= 0.4'}
 
+  immer@10.2.0:
+    resolution: {integrity: sha512-d/+XTN3zfODyjr89gM3mPq1WNX2B8pYsu7eORitdwyA2sBubnTl3laYlBk4sXY5FUa5qTZGBDPJICVbvqzjlbw==}
+
+  immer@11.1.4:
+    resolution: {integrity: sha512-XREFCPo6ksxVzP4E0ekD5aMdf8WMwmdNaz6vuvxgI40UaEiu6q3p8X52aU6GdyvLY3XXX/8R7JOTXStz/nBbRw==}
+
+  internmap@2.0.3:
+    resolution: {integrity: sha512-5Hh7Y1wQbvY5ooGgPbDaL5iYLAPzMTUrjMulskHLH6wnv/A+1q5rgEaiuqEjB+oxGXIVZs1FF+R/KPN3ZSQYYg==}
+    engines: {node: '>=12'}
+
   jiti@2.6.1:
     resolution: {integrity: sha512-ekilCSN1jwRvIbgeg/57YFh8qQDNbwDb9xT/qu2DAHbFFZUicIl4ygVaAvzveMhMVr3LnpSKTNnwt8PoOfmKhQ==}
     hasBin: true
@@ -763,6 +880,21 @@ packages:
     peerDependencies:
       react: ^19.2.4
 
+  react-is@19.2.4:
+    resolution: {integrity: sha512-W+EWGn2v0ApPKgKKCy/7s7WHXkboGcsrXE+2joLyVxkbyVQfO3MUEaUQDHoSmb8TFFrSKYa9mw64WZHNHSDzYA==}
+
+  react-redux@9.2.0:
+    resolution: {integrity: sha512-ROY9fvHhwOD9ySfrF0wmvu//bKCQ6AeZZq1nJNtbDC+kk5DuSuNX/n6YWYF/SYy7bSba4D4FSz8DJeKY/S/r+g==}
+    peerDependencies:
+      '@types/react': ^18.2.25 || ^19
+      react: ^18.0 || ^19
+      redux: ^5.0.0
+    peerDependenciesMeta:
+      '@types/react':
+        optional: true
+      redux:
+        optional: true
+
   react-router-dom@7.13.1:
     resolution: {integrity: sha512-UJnV3Rxc5TgUPJt2KJpo1Jpy0OKQr0AjgbZzBFjaPJcFOb2Y8jA5H3LT8HUJAiRLlWrEXWHbF1Z4SCZaQjWDHw==}
     engines: {node: '>=20.0.0'}
@@ -784,6 +916,25 @@ packages:
     resolution: {integrity: sha512-9nfp2hYpCwOjAN+8TZFGhtWEwgvWHXqESH8qT89AT/lWklpLON22Lc8pEtnpsZz7VmawabSU0gCjnj8aC0euHQ==}
     engines: {node: '>=0.10.0'}
 
+  recharts@3.8.0:
+    resolution: {integrity: sha512-Z/m38DX3L73ExO4Tpc9/iZWHmHnlzWG4njQbxsF5aSjwqmHNDDIm0rdEBArkwsBvR8U6EirlEHiQNYWCVh9sGQ==}
+    engines: {node: '>=18'}
+    peerDependencies:
+      react: ^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0
+      react-dom: ^16.0.0 || ^17.0.0 || ^18.0.0 || ^19.0.0
+      react-is: ^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0
+
+  redux-thunk@3.1.0:
+    resolution: {integrity: sha512-NW2r5T6ksUKXCabzhL9z+h206HQw/NJkcLm1GPImRQ8IzfXwRGqjVhKJGauHirT0DAuyy6hjdnMZaRoAcy0Klw==}
+    peerDependencies:
+      redux: ^5.0.0
+
+  redux@5.0.1:
+    resolution: {integrity: sha512-M9/ELqF6fy8FwmkpnF0S3YKOqMyoWJ4+CS5Efg2ct3oY9daQvd/Pc71FpGZsVsbl3Cpb+IIcjBDUnnyBdQbq4w==}
+
+  reselect@5.1.1:
+    resolution: {integrity: sha512-K/BG6eIky/SBpzfHZv/dd+9JBFiS4SWV7FIujVyJRux6e45+73RaUHXLmIR1f7WOMaQ0U1km6qwklRQxpJJY0w==}
+
   rollup@4.59.1:
     resolution: {integrity: sha512-iZKH8BeoCwTCBTZBZWQQMreekd4mdomwdjIQ40GC1oZm6o+8PnNMIxFOiCsGMWeS8iDJ7KZcl7KwmKk/0HOQpA==}
     engines: {node: '>=18.0.0', npm: '>=8.0.0'}
@@ -806,6 +957,9 @@ packages:
     resolution: {integrity: sha512-g9ljZiwki/LfxmQADO3dEY1CbpmXT5Hm2fJ+QaGKwSXUylMybePR7/67YW7jOrrvjEgL1Fmz5kzyAjWVWLlucg==}
     engines: {node: '>=6'}
 
+  tiny-invariant@1.3.3:
+    resolution: {integrity: sha512-+FbBPE1o9QAYvviau/qC5SE3caw21q3xkvWKBtja5vgqOWIHHJ3ioaq1VPfn/Szqctz2bU/oYeKd9/z5BL+PVg==}
+
   tinyglobby@0.2.15:
     resolution: {integrity: sha512-j2Zq4NyQYG5XMST4cbs02Ak8iJUdxRM0XI5QyxXuZOzKOINmWurp3smXu3y5wDcJrptwpSjgXHzIQxR0omXljQ==}
     engines: {node: '>=12.0.0'}
@@ -815,6 +969,14 @@ packages:
     engines: {node: '>=14.17'}
     hasBin: true
 
+  use-sync-external-store@1.6.0:
+    resolution: {integrity: sha512-Pp6GSwGP/NrPIrxVFAIkOQeyw8lFenOHijQWkUTrDvrF4ALqylP2C/KCkeS9dpUM3KvYRQhna5vt7IL95+ZQ9w==}
+    peerDependencies:
+      react: ^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0
+
+  victory-vendor@37.3.6:
+    resolution: {integrity: sha512-SbPDPdDBYp+5MJHhBCAyI7wKM3d5ivekigc2Dk2s7pgbZ9wIgIBYGVw4zGHBml/qTFbexrofXW6Gu4noGxrOwQ==}
+
   vite@7.3.1:
     resolution: {integrity: sha512-w+N7Hifpc3gRjZ63vYBXA56dvvRlNWRczTdmCBBa+CotUzAPf5b7YMdMR/8CQoeYE5LX3W4wj6RYTgonm1b9DA==}
     engines: {node: ^20.19.0 || >=22.12.0}
@@ -954,6 +1116,18 @@ snapshots:
       '@jridgewell/resolve-uri': 3.1.2
       '@jridgewell/sourcemap-codec': 1.5.5
 
+  '@reduxjs/toolkit@2.11.2(react-redux@9.2.0(@types/react@19.2.14)(react@19.2.4)(redux@5.0.1))(react@19.2.4)':
+    dependencies:
+      '@standard-schema/spec': 1.1.0
+      '@standard-schema/utils': 0.3.0
+      immer: 11.1.4
+      redux: 5.0.1
+      redux-thunk: 3.1.0(redux@5.0.1)
+      reselect: 5.1.1
+    optionalDependencies:
+      react: 19.2.4
+      react-redux: 9.2.0(@types/react@19.2.14)(react@19.2.4)(redux@5.0.1)
+
   '@rolldown/pluginutils@1.0.0-rc.7': {}
 
   '@rollup/rollup-android-arm-eabi@4.59.1':
@@ -1031,6 +1205,10 @@ snapshots:
   '@rollup/rollup-win32-x64-msvc@4.59.1':
     optional: true
 
+  '@standard-schema/spec@1.1.0': {}
+
+  '@standard-schema/utils@0.3.0': {}
+
   '@swc/core-darwin-arm64@1.15.18':
     optional: true
 
@@ -1151,6 +1329,30 @@ snapshots:
       tailwindcss: 4.2.2
       vite: 7.3.1(jiti@2.6.1)(lightningcss@1.32.0)
 
+  '@types/d3-array@3.2.2': {}
+
+  '@types/d3-color@3.1.3': {}
+
+  '@types/d3-ease@3.0.2': {}
+
+  '@types/d3-interpolate@3.0.4':
+    dependencies:
+      '@types/d3-color': 3.1.3
+
+  '@types/d3-path@3.1.1': {}
+
+  '@types/d3-scale@4.0.9':
+    dependencies:
+      '@types/d3-time': 3.0.4
+
+  '@types/d3-shape@3.1.8':
+    dependencies:
+      '@types/d3-path': 3.1.1
+
+  '@types/d3-time@3.0.4': {}
+
+  '@types/d3-timer@3.0.2': {}
+
   '@types/estree@1.0.8': {}
 
   '@types/react-dom@19.2.3(@types/react@19.2.14)':
@@ -1161,6 +1363,8 @@ snapshots:
     dependencies:
       csstype: 3.2.3
 
+  '@types/use-sync-external-store@0.0.6': {}
+
   '@vitejs/plugin-react-swc@4.3.0(vite@7.3.1(jiti@2.6.1)(lightningcss@1.32.0))':
     dependencies:
       '@rolldown/pluginutils': 1.0.0-rc.7
@@ -1184,6 +1388,8 @@ snapshots:
       es-errors: 1.3.0
       function-bind: 1.1.2
 
+  clsx@2.1.1: {}
+
   combined-stream@1.0.8:
     dependencies:
       delayed-stream: 1.0.0
@@ -1192,6 +1398,46 @@ snapshots:
 
   csstype@3.2.3: {}
 
+  d3-array@3.2.4:
+    dependencies:
+      internmap: 2.0.3
+
+  d3-color@3.1.0: {}
+
+  d3-ease@3.0.1: {}
+
+  d3-format@3.1.2: {}
+
+  d3-interpolate@3.0.1:
+    dependencies:
+      d3-color: 3.1.0
+
+  d3-path@3.1.0: {}
+
+  d3-scale@4.0.2:
+    dependencies:
+      d3-array: 3.2.4
+      d3-format: 3.1.2
+      d3-interpolate: 3.0.1
+      d3-time: 3.1.0
+      d3-time-format: 4.1.0
+
+  d3-shape@3.2.0:
+    dependencies:
+      d3-path: 3.1.0
+
+  d3-time-format@4.1.0:
+    dependencies:
+      d3-time: 3.1.0
+
+  d3-time@3.1.0:
+    dependencies:
+      d3-array: 3.2.4
+
+  d3-timer@3.0.1: {}
+
+  decimal.js-light@2.5.1: {}
+
   delayed-stream@1.0.0: {}
 
   detect-libc@2.1.2: {}
@@ -1222,6 +1468,8 @@ snapshots:
       has-tostringtag: 1.0.2
       hasown: 2.0.2
 
+  es-toolkit@1.45.1: {}
+
   esbuild@0.27.4:
     optionalDependencies:
       '@esbuild/aix-ppc64': 0.27.4
@@ -1251,6 +1499,8 @@ snapshots:
       '@esbuild/win32-ia32': 0.27.4
       '@esbuild/win32-x64': 0.27.4
 
+  eventemitter3@5.0.4: {}
+
   fdir@6.5.0(picomatch@4.0.3):
     optionalDependencies:
       picomatch: 4.0.3
@@ -1302,6 +1552,12 @@ snapshots:
     dependencies:
       function-bind: 1.1.2
 
+  immer@10.2.0: {}
+
+  immer@11.1.4: {}
+
+  internmap@2.0.3: {}
+
   jiti@2.6.1: {}
 
   lightningcss-android-arm64@1.32.0:
@@ -1388,6 +1644,17 @@ snapshots:
       react: 19.2.4
       scheduler: 0.27.0
 
+  react-is@19.2.4: {}
+
+  react-redux@9.2.0(@types/react@19.2.14)(react@19.2.4)(redux@5.0.1):
+    dependencies:
+      '@types/use-sync-external-store': 0.0.6
+      react: 19.2.4
+      use-sync-external-store: 1.6.0(react@19.2.4)
+    optionalDependencies:
+      '@types/react': 19.2.14
+      redux: 5.0.1
+
   react-router-dom@7.13.1(react-dom@19.2.4(react@19.2.4))(react@19.2.4):
     dependencies:
       react: 19.2.4
@@ -1404,6 +1671,34 @@ snapshots:
 
   react@19.2.4: {}
 
+  recharts@3.8.0(@types/react@19.2.14)(react-dom@19.2.4(react@19.2.4))(react-is@19.2.4)(react@19.2.4)(redux@5.0.1):
+    dependencies:
+      '@reduxjs/toolkit': 2.11.2(react-redux@9.2.0(@types/react@19.2.14)(react@19.2.4)(redux@5.0.1))(react@19.2.4)
+      clsx: 2.1.1
+      decimal.js-light: 2.5.1
+      es-toolkit: 1.45.1
+      eventemitter3: 5.0.4
+      immer: 10.2.0
+      react: 19.2.4
+      react-dom: 19.2.4(react@19.2.4)
+      react-is: 19.2.4
+      react-redux: 9.2.0(@types/react@19.2.14)(react@19.2.4)(redux@5.0.1)
+      reselect: 5.1.1
+      tiny-invariant: 1.3.3
+      use-sync-external-store: 1.6.0(react@19.2.4)
+      victory-vendor: 37.3.6
+    transitivePeerDependencies:
+      - '@types/react'
+      - redux
+
+  redux-thunk@3.1.0(redux@5.0.1):
+    dependencies:
+      redux: 5.0.1
+
+  redux@5.0.1: {}
+
+  reselect@5.1.1: {}
+
   rollup@4.59.1:
     dependencies:
       '@types/estree': 1.0.8
@@ -1445,6 +1740,8 @@ snapshots:
 
   tapable@2.3.0: {}
 
+  tiny-invariant@1.3.3: {}
+
   tinyglobby@0.2.15:
     dependencies:
       fdir: 6.5.0(picomatch@4.0.3)
@@ -1452,6 +1749,27 @@ snapshots:
 
   typescript@5.9.3: {}
 
+  use-sync-external-store@1.6.0(react@19.2.4):
+    dependencies:
+      react: 19.2.4
+
+  victory-vendor@37.3.6:
+    dependencies:
+      '@types/d3-array': 3.2.2
+      '@types/d3-ease': 3.0.2
+      '@types/d3-interpolate': 3.0.4
+      '@types/d3-scale': 4.0.9
+      '@types/d3-shape': 3.1.8
+      '@types/d3-time': 3.0.4
+      '@types/d3-timer': 3.0.2
+      d3-array: 3.2.4
+      d3-ease: 3.0.1
+      d3-interpolate: 3.0.1
+      d3-scale: 4.0.2
+      d3-shape: 3.2.0
+      d3-time: 3.1.0
+      d3-timer: 3.0.1
+
   vite@7.3.1(jiti@2.6.1)(lightningcss@1.32.0):
     dependencies:
       esbuild: 0.27.4

frontend/public/manifest.json

@@ -0,0 +1,27 @@
+{
+  "name": "WealthySmart",
+  "short_name": "WealthySmart",
+  "description": "Smart personal finance management",
+  "start_url": "/",
+  "display": "standalone",
+  "background_color": "#0f172a",
+  "theme_color": "#0f172a",
+  "icons": [
+    {
+      "src": "/icons/icon-192.png",
+      "sizes": "192x192",
+      "type": "image/png"
+    },
+    {
+      "src": "/icons/icon-512.png",
+      "sizes": "512x512",
+      "type": "image/png"
+    },
+    {
+      "src": "/icons/icon-512.png",
+      "sizes": "512x512",
+      "type": "image/png",
+      "purpose": "maskable"
+    }
+  ]
+}

frontend/public/sw.js

@@ -0,0 +1,52 @@
+const CACHE_NAME = 'wealthysmart-v1';
+const STATIC_ASSETS = ['/', '/index.html'];
+
+self.addEventListener('install', (event) => {
+  event.waitUntil(
+    caches.open(CACHE_NAME).then((cache) => cache.addAll(STATIC_ASSETS))
+  );
+  self.skipWaiting();
+});
+
+self.addEventListener('activate', (event) => {
+  event.waitUntil(
+    caches.keys().then((keys) =>
+      Promise.all(keys.filter((k) => k !== CACHE_NAME).map((k) => caches.delete(k)))
+    )
+  );
+  self.clients.claim();
+});
+
+self.addEventListener('fetch', (event) => {
+  const { request } = event;
+  const url = new URL(request.url);
+
+  // Network-first for API calls
+  if (url.pathname.startsWith('/api/')) {
+    event.respondWith(fetch(request).catch(() => caches.match(request)));
+    return;
+  }
+
+  // Cache-first for static assets
+  if (url.pathname.startsWith('/assets/')) {
+    event.respondWith(
+      caches.match(request).then((cached) => cached || fetch(request).then((res) => {
+        const clone = res.clone();
+        caches.open(CACHE_NAME).then((cache) => cache.put(request, clone));
+        return res;
+      }))
+    );
+    return;
+  }
+
+  // Network-first for navigation, fallback to cached index.html
+  if (request.mode === 'navigate') {
+    event.respondWith(
+      fetch(request).catch(() => caches.match('/index.html'))
+    );
+    return;
+  }
+
+  // Default: network with cache fallback
+  event.respondWith(fetch(request).catch(() => caches.match(request)));
+});

frontend/src/App.tsx

@@ -1,10 +1,12 @@
 import { BrowserRouter, Routes, Route, Navigate } from 'react-router-dom';
 import { AuthProvider, useAuth } from './AuthContext';
+import { ThemeProvider } from './ThemeContext';
 import Layout from './components/Layout';
 import Login from './pages/Login';
 import Dashboard from './pages/Dashboard';
 import Transactions from './pages/Transactions';
 import Transfers from './pages/Transfers';
+import Analytics from './pages/Analytics';
 
 function ProtectedRoute({ children }: { children: React.ReactNode }) {
   const { isAuthenticated } = useAuth();
@@ -29,6 +31,7 @@ function AppRoutes() {
       >
         <Route path="/" element={<Dashboard />} />
         <Route path="/transactions" element={<Transactions />} />
+        <Route path="/analytics" element={<Analytics />} />
         <Route path="/transfers" element={<Transfers />} />
       </Route>
     </Routes>
@@ -38,9 +41,11 @@ function AppRoutes() {
 export default function App() {
   return (
     <BrowserRouter>
+      <ThemeProvider>
         <AuthProvider>
           <AppRoutes />
         </AuthProvider>
+      </ThemeProvider>
     </BrowserRouter>
   );
 }

frontend/src/ThemeContext.tsx

@@ -0,0 +1,31 @@
+import { createContext, useContext, useEffect, useState } from 'react';
+
+type Theme = 'light' | 'dark';
+
+const ThemeContext = createContext<{
+  theme: Theme;
+  toggleTheme: () => void;
+}>({ theme: 'dark', toggleTheme: () => {} });
+
+export function ThemeProvider({ children }: { children: React.ReactNode }) {
+  const [theme, setTheme] = useState<Theme>(() => {
+    const saved = localStorage.getItem('theme') as Theme;
+    if (saved) return saved;
+    return window.matchMedia('(prefers-color-scheme: dark)').matches ? 'dark' : 'light';
+  });
+
+  useEffect(() => {
+    document.documentElement.classList.toggle('dark', theme === 'dark');
+    localStorage.setItem('theme', theme);
+  }, [theme]);
+
+  const toggleTheme = () => setTheme((t) => (t === 'dark' ? 'light' : 'dark'));
+
+  return (
+    <ThemeContext.Provider value={{ theme, toggleTheme }}>
+      {children}
+    </ThemeContext.Provider>
+  );
+}
+
+export const useTheme = () => useContext(ThemeContext);

frontend/src/api.ts

@@ -38,6 +38,8 @@ export interface Account {
   currency: string;
   label: string;
   balance: number;
+  account_type: string;
+  next_payment: number | null;
   updated_at: string;
 }
 
@@ -48,6 +50,12 @@ export interface Category {
   auto_match_patterns: string | null;
 }
 
+export interface ImportResult {
+  imported: number;
+  duplicates: number;
+  errors: string[];
+}
+
 export interface Transaction {
   id: number;
   amount: number;

frontend/src/components/BillingCycleSelector.tsx

@@ -0,0 +1,54 @@
+import { useEffect, useState } from 'react';
+import { Calendar, ChevronDown } from 'lucide-react';
+import api from '../api';
+
+export interface CycleOption {
+  year: number;
+  month: number;
+  label: string;
+  count: number;
+  total: number;
+}
+
+interface Props {
+  value: { year: number; month: number } | null;
+  onChange: (cycle: { year: number; month: number } | null) => void;
+}
+
+export default function BillingCycleSelector({ value, onChange }: Props) {
+  const [cycles, setCycles] = useState<CycleOption[]>([]);
+
+  useEffect(() => {
+    api.get('/transactions/cycles').then((r) => setCycles(r.data));
+  }, []);
+
+  const selectedKey = value ? `${value.year}-${value.month}` : '';
+
+  return (
+    <div className="flex items-center gap-2">
+      <Calendar className="w-4 h-4 text-text-muted" />
+      <div className="relative">
+        <select
+          value={selectedKey}
+          onChange={(e) => {
+            if (!e.target.value) {
+              onChange(null);
+            } else {
+              const [y, m] = e.target.value.split('-').map(Number);
+              onChange({ year: y, month: m });
+            }
+          }}
+          className="appearance-none bg-input-bg border border-border rounded-lg pl-3 pr-9 py-2 text-sm text-text-primary focus:outline-none focus:border-[#606C38]/50 transition-colors"
+        >
+          <option value="">All time</option>
+          {cycles.map((c) => (
+            <option key={`${c.year}-${c.month}`} value={`${c.year}-${c.month}`}>
+              {c.label} ({c.count})
+            </option>
+          ))}
+        </select>
+        <ChevronDown className="absolute right-2.5 top-1/2 -translate-y-1/2 w-4 h-4 text-text-muted pointer-events-none" />
+      </div>
+    </div>
+  );
+}

frontend/src/components/ConfirmDialog.tsx

@@ -0,0 +1,55 @@
+import { AlertTriangle, X } from 'lucide-react';
+
+interface Props {
+  title: string;
+  message: string;
+  confirmLabel?: string;
+  onConfirm: () => void;
+  onCancel: () => void;
+  loading?: boolean;
+}
+
+export default function ConfirmDialog({ title, message, confirmLabel = 'Delete', onConfirm, onCancel, loading }: Props) {
+  return (
+    <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/60 backdrop-blur-sm p-4" onClick={onCancel}>
+      <div
+        className="bg-surface border border-border rounded-xl w-full max-w-sm animate-fade-in"
+        onClick={(e) => e.stopPropagation()}
+      >
+        <div className="flex items-center justify-between px-5 py-4 border-b border-border">
+          <h3 className="font-semibold">{title}</h3>
+          <button onClick={onCancel} className="text-text-muted hover:text-text-primary transition-colors">
+            <X className="w-5 h-5" />
+          </button>
+        </div>
+
+        <div className="px-5 py-5">
+          <div className="flex gap-3 items-start">
+            <div className="w-10 h-10 rounded-full bg-red-500/10 flex items-center justify-center flex-shrink-0">
+              <AlertTriangle className="w-5 h-5 text-red-500 dark:text-red-400" />
+            </div>
+            <p className="text-sm text-text-secondary pt-2">{message}</p>
+          </div>
+        </div>
+
+        <div className="flex gap-3 px-5 pb-5">
+          <button
+            type="button"
+            onClick={onCancel}
+            className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium text-text-secondary border border-border hover:bg-surface-hover transition-colors"
+          >
+            Cancel
+          </button>
+          <button
+            type="button"
+            onClick={onConfirm}
+            disabled={loading}
+            className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium bg-red-500 hover:bg-red-600 text-white transition-colors disabled:opacity-50"
+          >
+            {loading ? 'Deleting...' : confirmLabel}
+          </button>
+        </div>
+      </div>
+    </div>
+  );
+}

frontend/src/components/Layout.tsx

@@ -2,23 +2,29 @@ import { NavLink, Outlet, useNavigate } from 'react-router-dom';
 import {
   LayoutDashboard,
   CreditCard,
+  BarChart3,
   ArrowLeftRight,
   LogOut,
   Wallet,
   Menu,
   X,
+  Sun,
+  Moon,
 } from 'lucide-react';
 import { useState } from 'react';
 import { useAuth } from '../AuthContext';
+import { useTheme } from '../ThemeContext';
 
 const navItems = [
   { to: '/', icon: LayoutDashboard, label: 'Dashboard' },
   { to: '/transactions', icon: CreditCard, label: 'Transactions' },
+  { to: '/analytics', icon: BarChart3, label: 'Analytics' },
   { to: '/transfers', icon: ArrowLeftRight, label: 'Cash & Transfers' },
 ];
 
 export default function Layout() {
   const { logout } = useAuth();
+  const { theme, toggleTheme } = useTheme();
   const navigate = useNavigate();
   const [mobileOpen, setMobileOpen] = useState(false);
 
@@ -28,16 +34,16 @@ export default function Layout() {
   };
 
   return (
-    <div className="min-h-screen bg-slate-950 text-white">
+    <div className="min-h-screen bg-surface text-text-primary">
       {/* Top bar */}
-      <header className="border-b border-slate-800/60 backdrop-blur-sm sticky top-0 z-50 bg-slate-950/90">
+      <header className="border-b border-border backdrop-blur-sm sticky top-0 z-50 bg-surface/90">
         <div className="max-w-7xl mx-auto px-4 sm:px-6 py-3 flex items-center justify-between">
           <div className="flex items-center gap-2.5">
-            <div className="w-8 h-8 rounded-lg bg-gradient-to-br from-emerald-400 to-cyan-400 flex items-center justify-center">
+            <div className="w-8 h-8 rounded-lg bg-gradient-to-br from-[#606C38] to-[#DDA15E] flex items-center justify-center">
-              <Wallet className="w-4 h-4 text-slate-950" strokeWidth={2.5} />
+              <Wallet className="w-4 h-4 text-[#FEFAE0]" strokeWidth={2.5} />
             </div>
             <span className="text-lg font-bold tracking-tight hidden sm:inline">
-              Wealthy<span className="text-emerald-400">Smart</span>
+              Wealthy<span className="text-[#606C38] dark:text-[#7a8a4a]">Smart</span>
             </span>
           </div>
 
@@ -51,8 +57,8 @@ export default function Layout() {
                 className={({ isActive }) =>
                   `flex items-center gap-2 px-4 py-2 rounded-lg text-sm font-medium transition-colors ${
                     isActive
-                      ? 'bg-emerald-500/10 text-emerald-400'
+                      ? 'bg-[#606C38]/10 text-[#606C38] dark:text-[#7a8a4a]'
-                      : 'text-slate-400 hover:text-white hover:bg-slate-800/50'
+                      : 'text-text-muted hover:text-text-primary hover:bg-surface-hover'
                   }`
                 }
               >
@@ -63,15 +69,21 @@ export default function Layout() {
           </nav>
 
           <div className="flex items-center gap-2">
+            <button
+              onClick={toggleTheme}
+              className="p-2 rounded-lg text-text-muted hover:text-text-primary hover:bg-surface-hover transition-colors"
+            >
+              {theme === 'dark' ? <Sun className="w-4 h-4" /> : <Moon className="w-4 h-4" />}
+            </button>
             <button
               onClick={handleLogout}
-              className="hidden md:flex items-center gap-2 text-slate-500 hover:text-slate-300 text-sm transition-colors"
+              className="hidden md:flex items-center gap-2 text-text-muted hover:text-text-secondary text-sm transition-colors"
             >
               <LogOut className="w-4 h-4" />
             </button>
             <button
               onClick={() => setMobileOpen(!mobileOpen)}
-              className="md:hidden text-slate-400"
+              className="md:hidden text-text-muted"
             >
               {mobileOpen ? <X className="w-5 h-5" /> : <Menu className="w-5 h-5" />}
             </button>
@@ -80,7 +92,7 @@ export default function Layout() {
 
         {/* Mobile nav */}
         {mobileOpen && (
-          <div className="md:hidden border-t border-slate-800/60 px-4 pb-4 space-y-1">
+          <div className="md:hidden border-t border-border px-4 pb-4 space-y-1">
             {navItems.map(({ to, icon: Icon, label }) => (
               <NavLink
                 key={to}
@@ -90,8 +102,8 @@ export default function Layout() {
                 className={({ isActive }) =>
                   `flex items-center gap-3 px-4 py-3 rounded-lg text-sm font-medium transition-colors ${
                     isActive
-                      ? 'bg-emerald-500/10 text-emerald-400'
+                      ? 'bg-[#606C38]/10 text-[#606C38] dark:text-[#7a8a4a]'
-                      : 'text-slate-400 hover:text-white hover:bg-slate-800/50'
+                      : 'text-text-muted hover:text-text-primary hover:bg-surface-hover'
                   }`
                 }
               >
@@ -101,7 +113,7 @@ export default function Layout() {
             ))}
             <button
               onClick={handleLogout}
-              className="flex items-center gap-3 px-4 py-3 rounded-lg text-sm font-medium text-slate-400 hover:text-white hover:bg-slate-800/50 w-full"
+              className="flex items-center gap-3 px-4 py-3 rounded-lg text-sm font-medium text-text-muted hover:text-text-primary hover:bg-surface-hover w-full"
             >
               <LogOut className="w-4 h-4" />
               Sign out

frontend/src/components/PasteImportModal.tsx

@@ -0,0 +1,141 @@
+import { useState } from 'react';
+import { X, ClipboardPaste, CheckCircle, AlertTriangle } from 'lucide-react';
+import api, { type ImportResult } from '../api';
+
+interface Props {
+  onClose: () => void;
+  onImported: () => void;
+}
+
+export default function PasteImportModal({ onClose, onImported }: Props) {
+  const [text, setText] = useState('');
+  const [bank, setBank] = useState('BAC');
+  const [source, setSource] = useState('CREDIT_CARD');
+  const [importing, setImporting] = useState(false);
+  const [result, setResult] = useState<ImportResult | null>(null);
+
+  const handleImport = async () => {
+    if (!text.trim()) return;
+    setImporting(true);
+    try {
+      const { data } = await api.post<ImportResult>('/import/paste', { text, bank, source });
+      setResult(data);
+      if (data.imported > 0) onImported();
+    } catch (err) {
+      console.error(err);
+    } finally {
+      setImporting(false);
+    }
+  };
+
+  const inputClass =
+    'w-full bg-input-bg border border-border rounded-lg px-3 py-2.5 text-sm text-text-primary placeholder-text-faint focus:outline-none focus:border-[#606C38]/50 focus:ring-1 focus:ring-[#606C38]/20 transition-colors';
+  const labelClass = 'block text-xs font-medium text-text-secondary mb-1 uppercase tracking-wider';
+
+  return (
+    <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/60 backdrop-blur-sm p-4">
+      <div className="bg-surface border border-border rounded-xl w-full max-w-2xl max-h-[90vh] overflow-y-auto">
+        <div className="flex items-center justify-between px-5 py-4 border-b border-border">
+          <div className="flex items-center gap-2">
+            <ClipboardPaste className="w-4 h-4 text-[#606C38] dark:text-[#7a8a4a]" />
+            <h3 className="font-semibold">Import Bank Statement</h3>
+          </div>
+          <button onClick={onClose} className="text-text-muted hover:text-text-primary transition-colors">
+            <X className="w-5 h-5" />
+          </button>
+        </div>
+
+        <div className="p-5 space-y-4">
+          {!result ? (
+            <>
+              <div className="grid grid-cols-2 gap-4">
+                <div>
+                  <label className={labelClass}>Bank</label>
+                  <select className={inputClass} value={bank} onChange={(e) => setBank(e.target.value)}>
+                    <option value="BAC">BAC</option>
+                    <option value="BCR">BCR</option>
+                    <option value="DAVIVIENDA">Davivienda</option>
+                  </select>
+                </div>
+                <div>
+                  <label className={labelClass}>Source</label>
+                  <select className={inputClass} value={source} onChange={(e) => setSource(e.target.value)}>
+                    <option value="CREDIT_CARD">Credit Card</option>
+                    <option value="CASH">Cash</option>
+                    <option value="TRANSFER">Transfer</option>
+                  </select>
+                </div>
+              </div>
+
+              <div>
+                <label className={labelClass}>Statement Text</label>
+                <textarea
+                  className={`${inputClass} h-48 font-mono text-xs resize-y`}
+                  value={text}
+                  onChange={(e) => setText(e.target.value)}
+                  placeholder={`Paste bank statement lines here...\n\nFormat: DD/MM/YYYY\tMERCHANT\\CITY\\COUNTRY\tAMOUNT CRC`}
+                />
+                <p className="text-xs text-text-faint mt-1">
+                  One transaction per line. Tab-separated columns.
+                </p>
+              </div>
+
+              <div className="flex gap-3 pt-2">
+                <button
+                  type="button"
+                  onClick={onClose}
+                  className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium text-text-secondary border border-border hover:bg-surface-hover transition-colors"
+                >
+                  Cancel
+                </button>
+                <button
+                  onClick={handleImport}
+                  disabled={importing || !text.trim()}
+                  className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium bg-[#606C38] hover:bg-[#7a8a4a] text-white dark:text-[#FEFAE0] transition-colors disabled:opacity-50"
+                >
+                  {importing ? 'Importing...' : 'Import'}
+                </button>
+              </div>
+            </>
+          ) : (
+            <div className="space-y-4">
+              <div className="flex items-center gap-3 p-4 bg-[#606C38]/10 border border-[#606C38]/20 rounded-lg">
+                <CheckCircle className="w-5 h-5 text-[#606C38] dark:text-[#7a8a4a] flex-shrink-0" />
+                <div>
+                  <p className="font-medium text-[#606C38] dark:text-[#7a8a4a]">Import Complete</p>
+                  <p className="text-sm text-text-secondary mt-1">
+                    {result.imported} imported
+                    {result.duplicates > 0 && ` · ${result.duplicates} duplicates skipped`}
+                  </p>
+                </div>
+              </div>
+
+              {result.errors.length > 0 && (
+                <div className="p-4 bg-amber-500/10 border border-amber-500/20 rounded-lg">
+                  <div className="flex items-center gap-2 mb-2">
+                    <AlertTriangle className="w-4 h-4 text-amber-500 dark:text-amber-400" />
+                    <span className="text-sm font-medium text-amber-600 dark:text-amber-400">
+                      {result.errors.length} errors
+                    </span>
+                  </div>
+                  <ul className="text-xs text-text-secondary space-y-1 font-mono max-h-32 overflow-y-auto">
+                    {result.errors.map((err, i) => (
+                      <li key={i}>{err}</li>
+                    ))}
+                  </ul>
+                </div>
+              )}
+
+              <button
+                onClick={onClose}
+                className="w-full px-4 py-2.5 rounded-lg text-sm font-medium bg-[#606C38] hover:bg-[#7a8a4a] text-white dark:text-[#FEFAE0] transition-colors"
+              >
+                Done
+              </button>
+            </div>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+}

frontend/src/components/TransactionModal.tsx

@@ -26,6 +26,7 @@ export default function TransactionModal({ transaction, source, onClose, onSaved
     category_id: '' as string | number,
   });
   const [saving, setSaving] = useState(false);
+  const [error, setError] = useState('');
 
   useEffect(() => {
     api.get('/categories/').then((r) => setCategories(r.data));
@@ -53,6 +54,7 @@ export default function TransactionModal({ transaction, source, onClose, onSaved
   const handleSubmit = async (e: React.FormEvent) => {
     e.preventDefault();
     setSaving(true);
+    setError('');
     try {
       const payload = {
         ...form,
@@ -70,30 +72,39 @@ export default function TransactionModal({ transaction, source, onClose, onSaved
       }
       onSaved();
       onClose();
-    } catch (err) {
+    } catch (err: any) {
+      if (err.response?.status === 409) {
+        setError('Duplicate transaction: a transaction with this reference already exists.');
+      } else {
         console.error(err);
+      }
     } finally {
       setSaving(false);
     }
   };
 
   const inputClass =
-    'w-full bg-slate-900 border border-slate-800 rounded-lg px-3 py-2.5 text-sm text-white placeholder-slate-600 focus:outline-none focus:border-emerald-500/50 focus:ring-1 focus:ring-emerald-500/20 transition-colors';
+    'w-full bg-input-bg border border-border rounded-lg px-3 py-2.5 text-sm text-text-primary placeholder-text-faint focus:outline-none focus:border-[#606C38]/50 focus:ring-1 focus:ring-[#606C38]/20 transition-colors';
-  const labelClass = 'block text-xs font-medium text-slate-400 mb-1 uppercase tracking-wider';
+  const labelClass = 'block text-xs font-medium text-text-secondary mb-1 uppercase tracking-wider';
 
   return (
     <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/60 backdrop-blur-sm p-4">
-      <div className="bg-slate-900 border border-slate-800 rounded-xl w-full max-w-lg max-h-[90vh] overflow-y-auto">
+      <div className="bg-surface border border-border rounded-xl w-full max-w-lg max-h-[90vh] overflow-y-auto">
-        <div className="flex items-center justify-between px-5 py-4 border-b border-slate-800/60">
+        <div className="flex items-center justify-between px-5 py-4 border-b border-border">
           <h3 className="font-semibold">
             {transaction ? 'Edit Transaction' : 'New Transaction'}
           </h3>
-          <button onClick={onClose} className="text-slate-500 hover:text-white transition-colors">
+          <button onClick={onClose} className="text-text-muted hover:text-text-primary transition-colors">
             <X className="w-5 h-5" />
           </button>
         </div>
 
         <form onSubmit={handleSubmit} className="p-5 space-y-4">
+          {error && (
+            <div className="p-3 bg-red-500/10 border border-red-500/20 rounded-lg text-sm text-red-500 dark:text-red-400">
+              {error}
+            </div>
+          )}
           <div className="grid grid-cols-2 gap-4">
             <div className="col-span-2">
               <label className={labelClass}>Merchant</label>
@@ -223,14 +234,14 @@ export default function TransactionModal({ transaction, source, onClose, onSaved
             <button
               type="button"
               onClick={onClose}
-              className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium text-slate-400 border border-slate-800 hover:bg-slate-800/50 transition-colors"
+              className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium text-text-secondary border border-border hover:bg-surface-hover transition-colors"
             >
               Cancel
             </button>
             <button
               type="submit"
               disabled={saving}
-              className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium bg-emerald-500 hover:bg-emerald-400 text-slate-950 transition-colors disabled:opacity-50"
+              className="flex-1 px-4 py-2.5 rounded-lg text-sm font-medium bg-[#606C38] hover:bg-[#7a8a4a] text-white dark:text-[#FEFAE0] transition-colors disabled:opacity-50"
             >
               {saving ? 'Saving...' : transaction ? 'Update' : 'Create'}
             </button>

frontend/src/index.css

@@ -1,5 +1,41 @@
 @import 'tailwindcss';
 
+@custom-variant dark (&:where(.dark, .dark *));
+
+@theme {
+  --color-surface: #FFFDF5;
+  --color-surface-secondary: #fefae0;
+  --color-surface-card: rgba(96, 108, 56, 0.08);
+  --color-surface-hover: rgba(96, 108, 56, 0.12);
+  --color-border: rgba(96, 108, 56, 0.25);
+  --color-border-subtle: rgba(96, 108, 56, 0.15);
+  --color-text-primary: #283618;
+  --color-text-secondary: #606C38;
+  --color-text-muted: #8a9462;
+  --color-text-faint: #c2c9a7;
+  --color-input-bg: #f5f1d0;
+}
+
+.dark {
+  --color-surface: #020617;
+  --color-surface-secondary: #0f172a;
+  --color-surface-card: rgba(15, 23, 42, 0.6);
+  --color-surface-hover: rgba(30, 41, 59, 0.3);
+  --color-border: rgba(30, 41, 59, 0.6);
+  --color-border-subtle: rgba(30, 41, 59, 0.4);
+  --color-text-primary: #ffffff;
+  --color-text-secondary: #94a3b8;
+  --color-text-muted: #64748b;
+  --color-text-faint: #334155;
+  --color-input-bg: rgba(15, 23, 42, 0.8);
+}
+
+body {
+  background-color: var(--color-surface);
+  color: var(--color-text-primary);
+  transition: background-color 0.2s, color 0.2s;
+}
+
 @keyframes fade-in {
   from { opacity: 0; transform: translateY(8px); }
   to { opacity: 1; transform: translateY(0); }

frontend/src/main.tsx

@@ -8,3 +8,7 @@ createRoot(document.getElementById('root')!).render(
     <App />
   </StrictMode>,
 );
+
+if ('serviceWorker' in navigator) {
+  navigator.serviceWorker.register('/sw.js');
+}

frontend/src/pages/Analytics.tsx

@@ -0,0 +1,273 @@
+import { useEffect, useState } from 'react';
+import {
+  PieChart,
+  Pie,
+  Cell,
+  BarChart,
+  Bar,
+  XAxis,
+  YAxis,
+  Tooltip,
+  ResponsiveContainer,
+  LineChart,
+  Line,
+} from 'recharts';
+import { BarChart3 } from 'lucide-react';
+
+import api from '../api';
+import BillingCycleSelector from '../components/BillingCycleSelector';
+import { useTheme } from '../ThemeContext';
+
+interface CategorySpending {
+  category_id: number | null;
+  category_name: string;
+  total: number;
+  count: number;
+  percentage: number;
+}
+
+interface MonthlyTrend {
+  year: number;
+  month: number;
+  label: string;
+  total_crc: number;
+  total_usd: number;
+  count: number;
+}
+
+interface DailySpending {
+  date: string;
+  total: number;
+  count: number;
+}
+
+const COLORS = [
+  '#606C38', '#BC6C25', '#8b5cf6', '#DDA15E', '#ef4444',
+  '#ec4899', '#283618', '#f97316', '#6366f1', '#8a9462',
+  '#e879f9', '#c2c9a7', '#fb923c', '#a78bfa', '#7a8a4a',
+  '#fbbf24',
+];
+
+function formatCRC(value: number) {
+  return `₡${Math.round(value).toLocaleString('es-CR')}`;
+}
+
+export default function Analytics() {
+  const { theme } = useTheme();
+  const [cycle, setCycle] = useState<{ year: number; month: number } | null>(null);
+  const [byCategory, setByCategory] = useState<CategorySpending[]>([]);
+  const [trend, setTrend] = useState<MonthlyTrend[]>([]);
+  const [daily, setDaily] = useState<DailySpending[]>([]);
+
+  useEffect(() => {
+    const params: Record<string, string> = {};
+    if (cycle) {
+      params.cycle_year = String(cycle.year);
+      params.cycle_month = String(cycle.month);
+    }
+
+    Promise.all([
+      api.get('/analytics/by-category', { params }),
+      api.get('/analytics/monthly-trend'),
+      api.get('/analytics/daily-spending', { params }),
+    ])
+      .then(([catRes, trendRes, dailyRes]) => {
+        setByCategory(catRes.data);
+        setTrend(trendRes.data);
+        setDaily(dailyRes.data);
+      })
+      .catch(console.error);
+  }, [cycle]);
+
+  const tooltipStyle = {
+    background: theme === 'dark' ? '#1e293b' : '#FEFAE0',
+    border: `1px solid ${theme === 'dark' ? '#334155' : 'rgba(96,108,56,0.25)'}`,
+    borderRadius: '8px',
+    fontSize: '12px',
+    color: theme === 'dark' ? '#e2e8f0' : '#283618',
+  };
+
+  const tickColor = theme === 'dark' ? '#64748b' : '#8a9462';
+
+  return (
+    <div className="space-y-6">
+      <div className="flex flex-col sm:flex-row sm:items-center justify-between gap-4">
+        <div>
+          <div className="flex items-center gap-2">
+            <BarChart3 className="w-5 h-5 text-[#606C38] dark:text-[#7a8a4a]" />
+            <h1 className="text-2xl font-bold">Analytics</h1>
+          </div>
+          <p className="text-sm text-text-muted mt-1">Spending breakdown and trends</p>
+        </div>
+        <BillingCycleSelector value={cycle} onChange={setCycle} />
+      </div>
+
+      <div className="grid grid-cols-1 lg:grid-cols-2 gap-6">
+        {/* Spending by Category - Donut */}
+        <div className="bg-surface-card border border-border rounded-xl p-5">
+          <h2 className="text-sm font-semibold text-text-secondary uppercase tracking-wider mb-4">
+            Spending by Category
+          </h2>
+          {byCategory.length === 0 ? (
+            <div className="h-64 flex items-center justify-center text-text-faint text-sm">
+              No data for this period
+            </div>
+          ) : (
+            <div className="flex flex-col items-center">
+              <ResponsiveContainer width="100%" height={260}>
+                <PieChart>
+                  <Pie
+                    data={byCategory}
+                    dataKey="total"
+                    nameKey="category_name"
+                    cx="50%"
+                    cy="50%"
+                    innerRadius={60}
+                    outerRadius={100}
+                    paddingAngle={2}
+                    strokeWidth={0}
+                  >
+                    {byCategory.map((_, i) => (
+                      <Cell key={i} fill={COLORS[i % COLORS.length]} />
+                    ))}
+                  </Pie>
+                  <Tooltip
+                    contentStyle={tooltipStyle}
+                    formatter={(value: any) => formatCRC(Number(value))}
+                  />
+                </PieChart>
+              </ResponsiveContainer>
+
+              {/* Legend */}
+              <div className="grid grid-cols-2 gap-x-6 gap-y-1.5 mt-2 w-full max-w-md">
+                {byCategory.slice(0, 10).map((cat, i) => (
+                  <div key={cat.category_name} className="flex items-center gap-2 text-xs">
+                    <div
+                      className="w-2.5 h-2.5 rounded-full flex-shrink-0"
+                      style={{ background: COLORS[i % COLORS.length] }}
+                    />
+                    <span className="text-text-secondary truncate">{cat.category_name}</span>
+                    <span className="text-text-faint ml-auto">{cat.percentage}%</span>
+                  </div>
+                ))}
+              </div>
+            </div>
+          )}
+        </div>
+
+        {/* Monthly Trend - Bar */}
+        <div className="bg-surface-card border border-border rounded-xl p-5">
+          <h2 className="text-sm font-semibold text-text-secondary uppercase tracking-wider mb-4">
+            Monthly Spending (CRC)
+          </h2>
+          {trend.length === 0 ? (
+            <div className="h-64 flex items-center justify-center text-text-faint text-sm">
+              No data
+            </div>
+          ) : (
+            <ResponsiveContainer width="100%" height={300}>
+              <BarChart data={trend}>
+                <XAxis
+                  dataKey="label"
+                  tick={{ fill: tickColor, fontSize: 11 }}
+                  axisLine={false}
+                  tickLine={false}
+                />
+                <YAxis
+                  tick={{ fill: tickColor, fontSize: 11 }}
+                  axisLine={false}
+                  tickLine={false}
+                  tickFormatter={(v) => `₡${(v / 1000).toFixed(0)}k`}
+                />
+                <Tooltip
+                  contentStyle={tooltipStyle}
+                  formatter={(value: any) => formatCRC(Number(value))}
+                />
+                <Bar dataKey="total_crc" fill="#606C38" radius={[4, 4, 0, 0]} />
+              </BarChart>
+            </ResponsiveContainer>
+          )}
+        </div>
+
+        {/* Daily Spending - Line */}
+        <div className="bg-surface-card border border-border rounded-xl p-5 lg:col-span-2">
+          <h2 className="text-sm font-semibold text-text-secondary uppercase tracking-wider mb-4">
+            Daily Spending
+          </h2>
+          {daily.length === 0 ? (
+            <div className="h-48 flex items-center justify-center text-text-faint text-sm">
+              No data for this period
+            </div>
+          ) : (
+            <ResponsiveContainer width="100%" height={240}>
+              <LineChart data={daily}>
+                <XAxis
+                  dataKey="date"
+                  tick={{ fill: tickColor, fontSize: 10 }}
+                  axisLine={false}
+                  tickLine={false}
+                  tickFormatter={(v) => {
+                    const d = new Date(v);
+                    return `${d.getMonth() + 1}/${d.getDate()}`;
+                  }}
+                />
+                <YAxis
+                  tick={{ fill: tickColor, fontSize: 11 }}
+                  axisLine={false}
+                  tickLine={false}
+                  tickFormatter={(v) => `₡${(v / 1000).toFixed(0)}k`}
+                />
+                <Tooltip
+                  contentStyle={tooltipStyle}
+                  formatter={(value: any) => formatCRC(Number(value))}
+                  labelFormatter={(label) => new Date(label).toLocaleDateString('en-US', { month: 'short', day: 'numeric' })}
+                />
+                <Line
+                  type="monotone"
+                  dataKey="total"
+                  stroke="#BC6C25"
+                  strokeWidth={2}
+                  dot={{ fill: '#BC6C25', r: 3 }}
+                  activeDot={{ r: 5 }}
+                />
+              </LineChart>
+            </ResponsiveContainer>
+          )}
+        </div>
+      </div>
+
+      {/* Top categories summary */}
+      {byCategory.length > 0 && (
+        <div className="bg-surface-card border border-border rounded-xl p-5">
+          <h2 className="text-sm font-semibold text-text-secondary uppercase tracking-wider mb-4">
+            Top Categories
+          </h2>
+          <div className="space-y-3">
+            {byCategory.slice(0, 8).map((cat, i) => (
+              <div key={cat.category_name} className="flex items-center gap-3">
+                <div
+                  className="w-3 h-3 rounded-full flex-shrink-0"
+                  style={{ background: COLORS[i % COLORS.length] }}
+                />
+                <span className="text-sm flex-1">{cat.category_name}</span>
+                <span className="text-xs text-text-muted">{cat.count} txns</span>
+                <span className="text-sm font-mono font-medium w-32 text-right">
+                  {formatCRC(cat.total)}
+                </span>
+                <div className="w-24 bg-surface-hover rounded-full h-1.5">
+                  <div
+                    className="h-1.5 rounded-full"
+                    style={{
+                      width: `${cat.percentage}%`,
+                      background: COLORS[i % COLORS.length],
+                    }}
+                  />
+                </div>
+              </div>
+            ))}
+          </div>
+        </div>
+      )}
+    </div>
+  );
+}

frontend/src/pages/Dashboard.tsx

@@ -6,12 +6,17 @@ import {
   TrendingDown,
   RefreshCw,
   CreditCard,
+  Pencil,
+  Check,
+  X,
 } from 'lucide-react';
 
 import api, { type Account, type Transaction } from '../api';
 
 function formatAmount(amount: number, currency: string) {
   const abs = Math.abs(amount);
+  if (currency === 'BTC') return abs.toFixed(8);
+  if (currency === 'XMR') return abs.toFixed(4);
   if (currency === 'USD') {
     return `$${abs.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
   }
@@ -19,16 +24,87 @@ function formatAmount(amount: number, currency: string) {
 }
 
 function formatDate(dateStr: string) {
-  return new Date(dateStr).toLocaleDateString('en-US', {
+  return new Date(dateStr).toLocaleDateString('en-US', { month: 'short', day: 'numeric' });
-    month: 'short',
+}
-    day: 'numeric',
+
-  });
+// --- Reusable card for an account balance ---
+function AccountCard({
+  account,
+  editingId,
+  editValue,
+  setEditValue,
+  startEditing,
+  saveBalance,
+  cancelEditing,
+}: {
+  account: Account;
+  editingId: number | null;
+  editValue: string;
+  setEditValue: (v: string) => void;
+  startEditing: (a: Account) => void;
+  saveBalance: (id: number) => void;
+  cancelEditing: () => void;
+}) {
+  const badgeLabel = account.account_type === 'CRYPTO' ? account.label : (account.bank === 'DAVIVIENDA' ? 'DAV' : account.bank);
+  const isEditing = editingId === account.id;
+
+  return (
+    <div className="group animate-fade-in bg-surface dark:bg-slate-900 border border-border dark:border-slate-700 rounded-xl p-5 shadow-sm dark:shadow-none hover:bg-surface-hover dark:hover:bg-slate-800/60 transition-colors h-[104px] flex flex-col justify-between">
+      <div className="flex items-center justify-end">
+        <span className="text-sm font-bold font-mono text-text-secondary dark:text-slate-300 bg-surface-secondary dark:bg-slate-800 px-2.5 py-0.5 rounded">
+          {badgeLabel}
+        </span>
+      </div>
+      {isEditing ? (
+        <div className="flex items-center gap-2">
+          <input
+            type="number"
+            step="0.01"
+            value={editValue}
+            onChange={(e) => setEditValue(e.target.value)}
+            onKeyDown={(e) => {
+              if (e.key === 'Enter') saveBalance(account.id);
+              if (e.key === 'Escape') cancelEditing();
+            }}
+            autoFocus
+            className="w-full text-2xl font-bold font-mono tracking-tight bg-input-bg border border-[#606C38]/40 rounded-lg px-2 py-1 focus:outline-none focus:border-[#606C38] transition-colors"
+          />
+          <button onClick={() => saveBalance(account.id)} className="p-1 text-[#606C38] dark:text-[#7a8a4a]">
+            <Check className="w-4 h-4" />
+          </button>
+          <button onClick={cancelEditing} className="p-1 text-text-muted hover:text-text-secondary">
+            <X className="w-4 h-4" />
+          </button>
+        </div>
+      ) : (
+        <div className="flex items-center gap-2 group/balance cursor-pointer" onClick={() => startEditing(account)}>
+          <p className="text-2xl font-bold font-mono tracking-tight">
+            {formatAmount(account.balance, account.currency)}
+          </p>
+          <Pencil className="w-3.5 h-3.5 text-text-faint opacity-0 group-hover/balance:opacity-100 hover:text-[#606C38] dark:hover:text-[#7a8a4a] transition-all" />
+        </div>
+      )}
+    </div>
+  );
+}
+
+// --- Total card ---
+function TotalCard({ total, currency }: { total: number; currency: string }) {
+  return (
+    <div className="border rounded-xl p-5 shadow-sm dark:shadow-none h-[104px] flex flex-col justify-between bg-[#fdf3e3] dark:bg-[#BC6C25]/10 border-[#e8c08a] dark:border-[#BC6C25]/20 text-[#8a5218] dark:text-[#DDA15E]">
+      <span className="text-xs font-bold uppercase tracking-wider opacity-80">Total</span>
+      <p className="text-2xl font-bold font-mono tracking-tight">{formatAmount(total, currency)}</p>
+    </div>
+  );
 }
 
 export default function Dashboard() {
   const [accounts, setAccounts] = useState<Account[]>([]);
   const [recent, setRecent] = useState<Transaction[]>([]);
   const [loading, setLoading] = useState(true);
+  const [editingId, setEditingId] = useState<number | null>(null);
+  const [editValue, setEditValue] = useState('');
+  const [exchangeRate, setExchangeRate] = useState<{ buy_rate: number; sell_rate: number } | null>(null);
 
   const fetchData = async () => {
     setLoading(true);
@@ -44,18 +120,41 @@ export default function Dashboard() {
     } finally {
       setLoading(false);
     }
+    api.get('/exchange-rate/').then((r) => setExchangeRate(r.data)).catch(() => {});
   };
 
-  useEffect(() => {
+  useEffect(() => { fetchData(); }, []);
-    fetchData();
-  }, []);
 
-  const totalCRC = accounts
+  const startEditing = (account: Account) => {
-    .filter((a) => a.currency === 'CRC')
+    setEditingId(account.id);
-    .reduce((s, a) => s + a.balance, 0);
+    setEditValue(String(account.balance));
-  const totalUSD = accounts
+  };
-    .filter((a) => a.currency === 'USD')
+  const cancelEditing = () => { setEditingId(null); setEditValue(''); };
-    .reduce((s, a) => s + a.balance, 0);
+  const saveBalance = async (accountId: number) => {
+    const parsed = parseFloat(editValue);
+    if (isNaN(parsed)) return cancelEditing();
+    try {
+      await api.patch(`/accounts/${accountId}`, { balance: parsed });
+      setEditingId(null);
+      setEditValue('');
+      fetchData();
+    } catch (e) { console.error(e); }
+  };
+
+  const cardProps = { editingId, editValue, setEditValue, startEditing, saveBalance, cancelEditing };
+
+  // Group accounts by type
+  const bankAccounts = accounts.filter((a) => a.account_type === 'BANK');
+  const pensionAccounts = accounts.filter((a) => a.account_type === 'PENSION');
+  const savingsAccounts = accounts.filter((a) => a.account_type === 'SAVINGS');
+  const liabilityAccounts = accounts.filter((a) => a.account_type === 'LIABILITY');
+  const cryptoAccounts = accounts.filter((a) => a.account_type === 'CRYPTO');
+
+  const bankOrder = ['BAC', 'BCR', 'DAVIVIENDA'];
+
+  // Bank totals for exchange rate combined total
+  const bankCRC = bankAccounts.filter((a) => a.currency === 'CRC').reduce((s, a) => s + a.balance, 0);
+  const bankUSD = bankAccounts.filter((a) => a.currency === 'USD').reduce((s, a) => s + a.balance, 0);
 
   return (
     <div className="space-y-6">
@@ -63,129 +162,195 @@ export default function Dashboard() {
       <div className="flex items-center justify-between">
         <div>
           <h1 className="text-2xl font-bold">Dashboard</h1>
-          <p className="text-sm text-slate-500 mt-1">Financial overview</p>
+          <p className="text-sm text-text-muted mt-1">Financial overview</p>
         </div>
         <button
           onClick={fetchData}
-          className="p-2 rounded-lg text-slate-500 hover:text-white hover:bg-slate-800/50 transition-colors"
+          className="p-2 rounded-lg text-text-muted hover:text-text-primary hover:bg-surface-hover transition-colors"
         >
           <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />
         </button>
       </div>
 
-      {/* Account balances */}
+      {/* Bank accounts — grouped by currency */}
+      {(['CRC', 'USD'] as const).map((currency) => {
+        const accts = bankAccounts
+          .filter((a) => a.currency === currency)
+          .sort((a, b) => bankOrder.indexOf(a.bank) - bankOrder.indexOf(b.bank));
+        if (accts.length === 0) return null;
+        const total = accts.reduce((s, a) => s + a.balance, 0);
+
+        return (
+          <div key={currency} className="space-y-2">
+            <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">{currency} Accounts</h2>
             <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
-        {accounts.map((account, i) => (
+              {accts.map((a) => <AccountCard key={a.id} account={a} {...cardProps} />)}
+              <TotalCard total={total} currency={currency} />
+            </div>
+          </div>
+        );
+      })}
+
+      {/* Pension accounts */}
+      {pensionAccounts.length > 0 && (
+        <div className="space-y-2">
+          <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">Pension</h2>
+          <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
+            {pensionAccounts.map((a) => <AccountCard key={a.id} account={a} {...cardProps} />)}
+            <TotalCard
+              total={pensionAccounts.reduce((s, a) => s + a.balance, 0)}
+              currency="CRC"
+            />
+          </div>
+        </div>
+      )}
+
+      {/* Savings accounts */}
+      {savingsAccounts.length > 0 && (
+        <div className="space-y-2">
+          <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">Savings</h2>
+          <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
+            {savingsAccounts.map((a) => <AccountCard key={a.id} account={a} {...cardProps} />)}
+            <TotalCard
+              total={savingsAccounts.reduce((s, a) => s + a.balance, 0)}
+              currency="CRC"
+            />
+          </div>
+        </div>
+      )}
+
+      {/* Liabilities */}
+      {liabilityAccounts.length > 0 && (
+        <div className="space-y-2">
+          <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">Liabilities</h2>
+          <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
+            {liabilityAccounts.map((account) => {
+              const bankShort = account.bank === 'DAVIVIENDA' ? 'DAV' : account.bank;
+              return (
                 <div
                   key={account.id}
-            className="relative group animate-fade-in"
+                  className="animate-fade-in bg-red-50 dark:bg-red-500/5 border border-red-200 dark:border-red-500/20 rounded-xl p-5 shadow-sm dark:shadow-none hover:bg-red-100/50 dark:hover:bg-red-500/10 transition-colors"
                 >
-            <div className="absolute -inset-[1px] rounded-xl bg-gradient-to-br from-emerald-500/20 to-cyan-500/20 opacity-0 group-hover:opacity-100 transition-opacity" />
+                  <div className="flex items-center justify-between mb-2">
-            <div className="relative bg-slate-900/60 border border-slate-800/60 rounded-xl p-5">
+                    <span className="text-xs font-bold text-red-700 dark:text-red-400/80 uppercase tracking-wider">
-              <div className="flex items-center justify-between mb-3">
+                      Balance
-                <span className="text-xs font-medium text-slate-500 uppercase tracking-wider">
-                  {account.label}
                     </span>
-                <span className="text-[10px] font-mono text-slate-600 bg-slate-800/60 px-2 py-0.5 rounded">
+                    <span className="text-sm font-bold font-mono text-red-600 dark:text-red-400 bg-red-100 dark:bg-red-500/10 px-2.5 py-0.5 rounded">
-                  {account.bank}
+                      {bankShort}
                     </span>
                   </div>
-              <p className="text-2xl font-bold font-mono tracking-tight">
+                  <p
-                {formatAmount(account.balance, account.currency)}
+                    className="text-2xl font-bold font-mono tracking-tight text-red-700 dark:text-red-400 cursor-pointer group/balance"
-              </p>
+                    onClick={() => startEditing(account)}
-            </div>
-          </div>
-        ))}
-
-        {/* Totals */}
-        {accounts.length > 0 && (
-          <>
-            <div
-              className="bg-gradient-to-br from-emerald-500/10 to-cyan-500/5 border border-emerald-500/20 rounded-xl p-5"
                   >
-              <span className="text-xs font-medium text-emerald-400/80 uppercase tracking-wider">
+                    {editingId === account.id ? (
-                Total CRC
+                      <span className="flex items-center gap-2">
+                        <input
+                          type="number"
+                          step="0.01"
+                          value={editValue}
+                          onChange={(e) => setEditValue(e.target.value)}
+                          onKeyDown={(e) => {
+                            if (e.key === 'Enter') saveBalance(account.id);
+                            if (e.key === 'Escape') cancelEditing();
+                          }}
+                          autoFocus
+                          className="w-full text-2xl font-bold font-mono tracking-tight bg-input-bg border border-red-500/40 rounded-lg px-2 py-1 focus:outline-none focus:border-red-500 transition-colors text-text-primary"
+                          onClick={(e) => e.stopPropagation()}
+                        />
+                        <button onClick={(e) => { e.stopPropagation(); saveBalance(account.id); }} className="p-1 text-red-500">
+                          <Check className="w-4 h-4" />
+                        </button>
+                        <button onClick={(e) => { e.stopPropagation(); cancelEditing(); }} className="p-1 text-text-muted">
+                          <X className="w-4 h-4" />
+                        </button>
                       </span>
-              <p className="text-2xl font-bold font-mono tracking-tight text-emerald-400 mt-3">
+                    ) : (
-                {formatAmount(totalCRC, 'CRC')}
+                      formatAmount(account.balance, account.currency)
+                    )}
                   </p>
-            </div>
+                  {account.next_payment != null && (
-            <div
+                    <p className="text-sm font-mono text-red-600/70 dark:text-red-400/60 mt-2">
-              className="bg-gradient-to-br from-cyan-500/10 to-emerald-500/5 border border-cyan-500/20 rounded-xl p-5 animate-fade-in"
+                      Next payment: {formatAmount(account.next_payment, account.currency)}
-            >
-              <span className="text-xs font-medium text-cyan-400/80 uppercase tracking-wider">
-                Total USD
-              </span>
-              <p className="text-2xl font-bold font-mono tracking-tight text-cyan-400 mt-3">
-                {formatAmount(totalUSD, 'USD')}
                     </p>
-            </div>
-          </>
                   )}
                 </div>
+              );
+            })}
+          </div>
+        </div>
+      )}
+
+      {/* Crypto */}
+      {cryptoAccounts.length > 0 && (
+        <div className="space-y-2">
+          <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">Crypto</h2>
+          <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
+            {cryptoAccounts.map((a) => <AccountCard key={a.id} account={a} {...cardProps} />)}
+          </div>
+        </div>
+      )}
+
+      {/* Exchange rate + combined total */}
+      {exchangeRate && (
+        <div className="flex flex-col sm:flex-row gap-4">
+          <div className="flex-1 bg-surface-card border border-border rounded-xl p-4">
+            <span className="text-xs font-medium text-text-muted uppercase tracking-wider">USD/CRC Exchange Rate</span>
+            <div className="flex items-baseline gap-3 mt-1">
+              <span className="text-lg font-bold font-mono">Buy: ₡{exchangeRate.buy_rate.toFixed(2)}</span>
+              <span className="text-lg font-bold font-mono text-text-secondary">Sell: ₡{exchangeRate.sell_rate.toFixed(2)}</span>
+            </div>
+          </div>
+          {accounts.length > 0 && (
+            <div className="flex-1 bg-gradient-to-br from-violet-500/10 to-[#606C38]/5 border border-violet-500/20 rounded-xl p-4">
+              <span className="text-xs font-medium text-violet-600 dark:text-violet-400/80 uppercase tracking-wider">Combined Total (CRC)</span>
+              <p className="text-2xl font-bold font-mono tracking-tight text-violet-600 dark:text-violet-400 mt-1">
+                {formatAmount(bankCRC + bankUSD * exchangeRate.sell_rate, 'CRC')}
+              </p>
+            </div>
+          )}
+        </div>
+      )}
 
       {/* Recent transactions */}
-      <div className="bg-slate-900/40 border border-slate-800/60 rounded-xl">
+      <div className="bg-surface-card border border-border rounded-xl">
-        <div className="flex items-center justify-between px-5 py-4 border-b border-slate-800/40">
+        <div className="flex items-center justify-between px-5 py-4 border-b border-border-subtle">
           <div className="flex items-center gap-2">
-            <CreditCard className="w-4 h-4 text-slate-500" />
+            <CreditCard className="w-4 h-4 text-text-muted" />
             <h2 className="font-semibold text-sm">Recent Charges</h2>
           </div>
           <Link
             to="/transactions"
-            className="flex items-center gap-1 text-xs font-medium text-emerald-400 hover:text-emerald-300 transition-colors"
+            className="flex items-center gap-1 text-xs font-medium text-[#606C38] dark:text-[#7a8a4a] hover:text-[#4a5a2a] dark:hover:text-[#8a9462] transition-colors"
           >
             View all
             <ArrowRight className="w-3 h-3" />
           </Link>
         </div>
-
         {recent.length === 0 && !loading ? (
-          <div className="px-5 py-12 text-center text-slate-600 text-sm">
+          <div className="px-5 py-12 text-center text-text-faint text-sm">No transactions yet. Add your first one!</div>
-            No transactions yet. Add your first one!
-          </div>
         ) : (
-          <div className="divide-y divide-slate-800/40">
+          <div className="divide-y divide-border-subtle">
-            {recent.map((tx, i) => (
+            {recent.map((tx) => (
-              <div
+              <div key={tx.id} className="flex items-center justify-between px-5 py-3.5 hover:bg-surface-hover transition-colors animate-fade-in">
-                key={tx.id}
-                className="flex items-center justify-between px-5 py-3.5 hover:bg-slate-800/20 transition-colors animate-fade-in"
-              >
                 <div className="flex items-center gap-3 min-w-0">
-                  <div
+                  <div className={`w-8 h-8 rounded-lg flex items-center justify-center flex-shrink-0 ${
-                    className={`w-8 h-8 rounded-lg flex items-center justify-center flex-shrink-0 ${
+                    tx.transaction_type === 'DEVOLUCION' ? 'bg-[#606C38]/10 text-[#606C38] dark:text-[#7a8a4a]' : 'bg-red-500/10 text-red-500 dark:text-red-400'
-                      tx.transaction_type === 'DEVOLUCION'
+                  }`}>
-                        ? 'bg-emerald-500/10 text-emerald-400'
+                    {tx.transaction_type === 'DEVOLUCION' ? <TrendingUp className="w-4 h-4" /> : <TrendingDown className="w-4 h-4" />}
-                        : 'bg-red-500/10 text-red-400'
-                    }`}
-                  >
-                    {tx.transaction_type === 'DEVOLUCION' ? (
-                      <TrendingUp className="w-4 h-4" />
-                    ) : (
-                      <TrendingDown className="w-4 h-4" />
-                    )}
                   </div>
                   <div className="min-w-0">
                     <p className="text-sm font-medium truncate">{tx.merchant}</p>
-                    <p className="text-xs text-slate-500">
+                    <p className="text-xs text-text-muted">
                       {formatDate(tx.date)}
-                      {tx.category && (
+                      {tx.category && <span className="ml-2 text-text-faint">{tx.category.name}</span>}
-                        <span className="ml-2 text-slate-600">
-                          {tx.category.name}
-                        </span>
-                      )}
                     </p>
                   </div>
                 </div>
-                <span
+                <span className={`font-mono text-sm font-medium flex-shrink-0 ml-4 ${
-                  className={`font-mono text-sm font-medium flex-shrink-0 ml-4 ${
+                  tx.transaction_type === 'DEVOLUCION' ? 'text-[#606C38] dark:text-[#7a8a4a]' : ''
-                    tx.transaction_type === 'DEVOLUCION'
+                }`}>
-                      ? 'text-emerald-400'
+                  {tx.transaction_type === 'DEVOLUCION' ? '+' : '-'}{formatAmount(tx.amount, tx.currency)}
-                      : 'text-white'
-                  }`}
-                >
-                  {tx.transaction_type === 'DEVOLUCION' ? '+' : '-'}
-                  {formatAmount(tx.amount, tx.currency)}
                 </span>
               </div>
             ))}

frontend/src/pages/Login.tsx

@@ -29,46 +29,46 @@ export default function Login() {
   };
 
   return (
-    <div className="min-h-screen bg-slate-950 flex items-center justify-center px-4">
+    <div className="min-h-screen bg-surface flex items-center justify-center px-4">
       <div className="w-full max-w-sm animate-fade-in">
         <div className="flex items-center justify-center gap-2.5 mb-8">
-          <div className="w-10 h-10 rounded-lg bg-gradient-to-br from-emerald-400 to-cyan-400 flex items-center justify-center">
+          <div className="w-10 h-10 rounded-lg bg-gradient-to-br from-[#606C38] to-[#DDA15E] flex items-center justify-center">
-            <Wallet className="w-6 h-6 text-slate-950" strokeWidth={2.5} />
+            <Wallet className="w-6 h-6 text-[#FEFAE0]" strokeWidth={2.5} />
           </div>
-          <span className="text-2xl font-bold tracking-tight text-white">
+          <span className="text-2xl font-bold tracking-tight">
-            Wealthy<span className="text-emerald-400">Smart</span>
+            Wealthy<span className="text-[#606C38] dark:text-[#7a8a4a]">Smart</span>
           </span>
         </div>
 
         <form onSubmit={handleSubmit} className="space-y-4">
           <div>
-            <label className="block text-xs font-medium text-slate-400 mb-1.5 uppercase tracking-wider">
+            <label className="block text-xs font-medium text-text-muted mb-1.5 uppercase tracking-wider">
               Username
             </label>
             <input
               type="text"
               value={username}
               onChange={(e) => setUsername(e.target.value)}
-              className="w-full bg-slate-900 border border-slate-800 rounded-lg px-4 py-3 text-white placeholder-slate-600 focus:outline-none focus:border-emerald-500/50 focus:ring-1 focus:ring-emerald-500/20 transition-colors"
+              className="w-full bg-input-bg border border-border rounded-lg px-4 py-3 text-text-primary placeholder-text-faint focus:outline-none focus:border-[#606C38]/50 focus:ring-1 focus:ring-[#606C38]/20 transition-colors"
               placeholder="Enter username"
               autoFocus
             />
           </div>
           <div>
-            <label className="block text-xs font-medium text-slate-400 mb-1.5 uppercase tracking-wider">
+            <label className="block text-xs font-medium text-text-muted mb-1.5 uppercase tracking-wider">
               Password
             </label>
             <input
               type="password"
               value={password}
               onChange={(e) => setPassword(e.target.value)}
-              className="w-full bg-slate-900 border border-slate-800 rounded-lg px-4 py-3 text-white placeholder-slate-600 focus:outline-none focus:border-emerald-500/50 focus:ring-1 focus:ring-emerald-500/20 transition-colors"
+              className="w-full bg-input-bg border border-border rounded-lg px-4 py-3 text-text-primary placeholder-text-faint focus:outline-none focus:border-[#606C38]/50 focus:ring-1 focus:ring-[#606C38]/20 transition-colors"
               placeholder="Enter password"
             />
           </div>
 
           {error && (
-            <div className="flex items-center gap-2 text-red-400 text-sm">
+            <div className="flex items-center gap-2 text-red-500 dark:text-red-400 text-sm">
               <AlertCircle className="w-4 h-4" />
               {error}
             </div>
@@ -77,7 +77,7 @@ export default function Login() {
           <button
             type="submit"
             disabled={loading}
-            className="w-full flex items-center justify-center gap-2 bg-emerald-500 hover:bg-emerald-400 disabled:opacity-50 text-slate-950 font-semibold px-6 py-3 rounded-lg transition-colors"
+            className="w-full flex items-center justify-center gap-2 bg-[#606C38] hover:bg-[#7a8a4a] disabled:opacity-50 text-white dark:text-[#FEFAE0] font-semibold px-6 py-3 rounded-lg transition-colors"
           >
             {loading ? 'Signing in...' : 'Sign in'}
             {!loading && <ArrowRight className="w-4 h-4" />}

frontend/src/pages/Transactions.tsx

@@ -7,10 +7,14 @@ import {
   TrendingUp,
   TrendingDown,
   ChevronDown,
+  ClipboardPaste,
 } from 'lucide-react';
 
 import api, { type Transaction, type Category } from '../api';
 import TransactionModal from '../components/TransactionModal';
+import PasteImportModal from '../components/PasteImportModal';
+import ConfirmDialog from '../components/ConfirmDialog';
+import BillingCycleSelector from '../components/BillingCycleSelector';
 
 function formatAmount(amount: number, currency: string) {
   const abs = Math.abs(amount);
@@ -27,7 +31,11 @@ export default function Transactions() {
   const [categoryFilter, setCategoryFilter] = useState('');
   const [loading, setLoading] = useState(true);
   const [modalOpen, setModalOpen] = useState(false);
+  const [importOpen, setImportOpen] = useState(false);
   const [editing, setEditing] = useState<Transaction | null>(null);
+  const [deleteId, setDeleteId] = useState<number | null>(null);
+  const [deleting, setDeleting] = useState(false);
+  const [cycle, setCycle] = useState<{ year: number; month: number } | null>(null);
 
   const fetchTransactions = useCallback(async () => {
     setLoading(true);
@@ -35,12 +43,16 @@ export default function Transactions() {
       const params: Record<string, string> = { source: 'CREDIT_CARD', limit: '200' };
       if (search) params.search = search;
       if (categoryFilter) params.category_id = categoryFilter;
+      if (cycle) {
+        params.cycle_year = String(cycle.year);
+        params.cycle_month = String(cycle.month);
+      }
       const { data } = await api.get('/transactions/', { params });
       setTransactions(data);
     } finally {
       setLoading(false);
     }
-  }, [search, categoryFilter]);
+  }, [search, categoryFilter, cycle]);
 
   useEffect(() => {
     api.get('/categories/').then((r) => setCategories(r.data));
@@ -51,47 +63,72 @@ export default function Transactions() {
     return () => clearTimeout(timer);
   }, [fetchTransactions]);
 
-  const handleDelete = async (id: number) => {
+  const handleDelete = async () => {
-    if (!confirm('Delete this transaction?')) return;
+    if (deleteId === null) return;
-    await api.delete(`/transactions/${id}`);
+    setDeleting(true);
+    try {
+      await api.delete(`/transactions/${deleteId}`);
+      setDeleteId(null);
       fetchTransactions();
+    } finally {
+      setDeleting(false);
+    }
   };
 
-  const total = transactions.reduce((sum, tx) => {
+  const totalCRC = transactions
-    const signed = tx.transaction_type === 'DEVOLUCION' ? -tx.amount : tx.amount;
+    .filter((tx) => tx.currency === 'CRC')
-    return sum + signed;
+    .reduce((sum, tx) => sum + (tx.transaction_type === 'DEVOLUCION' ? -tx.amount : tx.amount), 0);
-  }, 0);
+  const totalUSD = transactions
+    .filter((tx) => tx.currency === 'USD')
+    .reduce((sum, tx) => sum + (tx.transaction_type === 'DEVOLUCION' ? -tx.amount : tx.amount), 0);
 
   return (
     <div className="space-y-5">
       <div className="flex flex-col sm:flex-row sm:items-center justify-between gap-4">
         <div>
           <h1 className="text-2xl font-bold">Credit Card Transactions</h1>
-          <p className="text-sm text-slate-500 mt-1">
+          <p className="text-sm text-text-muted mt-1">
-            {transactions.length} transactions &middot; Total:{' '}
+            {transactions.length} transactions
-            <span className="font-mono text-white">{formatAmount(total, 'CRC')}</span>
+            {totalCRC !== 0 && (
+              <> &middot; <span className="font-mono text-text-primary">{formatAmount(totalCRC, 'CRC')}</span></>
+            )}
+            {totalUSD !== 0 && (
+              <> &middot; <span className="font-mono text-text-primary">{formatAmount(totalUSD, 'USD')}</span></>
+            )}
           </p>
         </div>
+        <div className="flex gap-2">
+          <button
+            onClick={() => setImportOpen(true)}
+            className="flex items-center gap-2 border border-border hover:bg-surface-hover text-text-secondary font-semibold px-4 py-2.5 rounded-lg text-sm transition-colors"
+          >
+            <ClipboardPaste className="w-4 h-4" />
+            Import
+          </button>
           <button
             onClick={() => {
               setEditing(null);
               setModalOpen(true);
             }}
-          className="flex items-center gap-2 bg-emerald-500 hover:bg-emerald-400 text-slate-950 font-semibold px-4 py-2.5 rounded-lg text-sm transition-colors"
+            className="flex items-center gap-2 bg-[#606C38] hover:bg-[#7a8a4a] text-white dark:text-[#FEFAE0] font-semibold px-4 py-2.5 rounded-lg text-sm transition-colors"
           >
             <Plus className="w-4 h-4" />
             Add Transaction
           </button>
         </div>
+      </div>
+
+      {/* Billing cycle */}
+      <BillingCycleSelector value={cycle} onChange={setCycle} />
 
       {/* Filters */}
       <div className="flex flex-col sm:flex-row gap-3">
         <div className="relative flex-1">
-          <Search className="absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-slate-500" />
+          <Search className="absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-text-muted" />
           <input
             value={search}
             onChange={(e) => setSearch(e.target.value)}
-            className="w-full bg-slate-900/60 border border-slate-800/60 rounded-lg pl-10 pr-4 py-2.5 text-sm text-white placeholder-slate-600 focus:outline-none focus:border-emerald-500/50 transition-colors"
+            className="w-full bg-input-bg border border-border rounded-lg pl-10 pr-4 py-2.5 text-sm text-text-primary placeholder-text-faint focus:outline-none focus:border-[#606C38]/50 transition-colors"
             placeholder="Search merchants..."
           />
         </div>
@@ -99,7 +136,7 @@ export default function Transactions() {
           <select
             value={categoryFilter}
             onChange={(e) => setCategoryFilter(e.target.value)}
-            className="appearance-none bg-slate-900/60 border border-slate-800/60 rounded-lg pl-4 pr-10 py-2.5 text-sm text-white focus:outline-none focus:border-emerald-500/50 transition-colors"
+            className="appearance-none bg-input-bg border border-border rounded-lg pl-4 pr-10 py-2.5 text-sm text-text-primary focus:outline-none focus:border-[#606C38]/50 transition-colors"
           >
             <option value="">All Categories</option>
             {categories.map((c) => (
@@ -108,42 +145,42 @@ export default function Transactions() {
               </option>
             ))}
           </select>
-          <ChevronDown className="absolute right-3 top-1/2 -translate-y-1/2 w-4 h-4 text-slate-500 pointer-events-none" />
+          <ChevronDown className="absolute right-3 top-1/2 -translate-y-1/2 w-4 h-4 text-text-muted pointer-events-none" />
         </div>
       </div>
 
       {/* Table */}
-      <div className="bg-slate-900/40 border border-slate-800/60 rounded-xl overflow-hidden">
+      <div className="bg-surface-card border border-border rounded-xl overflow-hidden">
         <div className="overflow-x-auto">
           <table className="w-full text-sm">
             <thead>
-              <tr className="border-b border-slate-800/40">
+              <tr className="border-b border-border-subtle">
-                <th className="text-left px-5 py-3 text-xs font-medium text-slate-500 uppercase tracking-wider">
+                <th className="text-left px-5 py-3 text-xs font-medium text-text-muted uppercase tracking-wider">
                   Date
                 </th>
-                <th className="text-left px-5 py-3 text-xs font-medium text-slate-500 uppercase tracking-wider">
+                <th className="text-left px-5 py-3 text-xs font-medium text-text-muted uppercase tracking-wider">
                   Merchant
                 </th>
-                <th className="text-left px-5 py-3 text-xs font-medium text-slate-500 uppercase tracking-wider hidden md:table-cell">
+                <th className="text-left px-5 py-3 text-xs font-medium text-text-muted uppercase tracking-wider hidden md:table-cell">
                   Category
                 </th>
-                <th className="text-right px-5 py-3 text-xs font-medium text-slate-500 uppercase tracking-wider">
+                <th className="text-right px-5 py-3 text-xs font-medium text-text-muted uppercase tracking-wider">
                   Amount
                 </th>
-                <th className="text-right px-5 py-3 text-xs font-medium text-slate-500 uppercase tracking-wider w-20">
+                <th className="text-right px-5 py-3 text-xs font-medium text-text-muted uppercase tracking-wider w-20">
                   Actions
                 </th>
               </tr>
             </thead>
-            <tbody className="divide-y divide-slate-800/30">
+            <tbody className="divide-y divide-border-subtle">
 
                 {transactions.map((tx) => (
                   <tr
                     key={tx.id}
-                    className="hover:bg-slate-800/20 transition-colors group"
+                    className="hover:bg-surface-hover transition-colors group"
                   >
                     <td className="px-5 py-3 whitespace-nowrap">
-                      <span className="font-mono text-slate-400 text-xs">
+                      <span className="font-mono text-text-secondary text-xs">
                         {new Date(tx.date).toLocaleDateString('en-US', {
                           month: 'short',
                           day: 'numeric',
@@ -156,8 +193,8 @@ export default function Transactions() {
                         <div
                           className={`w-6 h-6 rounded flex items-center justify-center flex-shrink-0 ${
                             tx.transaction_type === 'DEVOLUCION'
-                              ? 'bg-emerald-500/10 text-emerald-400'
+                              ? 'bg-[#606C38]/10 text-[#606C38] dark:text-[#7a8a4a]'
-                              : 'bg-red-500/10 text-red-400'
+                              : 'bg-red-500/10 text-red-500 dark:text-red-400'
                           }`}
                         >
                           {tx.transaction_type === 'DEVOLUCION' ? (
@@ -171,19 +208,19 @@ export default function Transactions() {
                     </td>
                     <td className="px-5 py-3 hidden md:table-cell">
                       {tx.category ? (
-                        <span className="text-xs bg-slate-800/60 text-slate-400 px-2 py-1 rounded">
+                        <span className="text-xs bg-surface-hover text-text-secondary px-2 py-1 rounded">
                           {tx.category.name}
                         </span>
                       ) : (
-                        <span className="text-xs text-slate-600">—</span>
+                        <span className="text-xs text-text-faint">—</span>
                       )}
                     </td>
                     <td className="px-5 py-3 text-right whitespace-nowrap">
                       <span
                         className={`font-mono font-medium ${
                           tx.transaction_type === 'DEVOLUCION'
-                            ? 'text-emerald-400'
+                            ? 'text-[#606C38] dark:text-[#7a8a4a]'
-                            : 'text-white'
+                            : ''
                         }`}
                       >
                         {tx.transaction_type === 'DEVOLUCION' ? '+' : '-'}
@@ -197,13 +234,13 @@ export default function Transactions() {
                             setEditing(tx);
                             setModalOpen(true);
                           }}
-                          className="p-1.5 rounded hover:bg-slate-700/50 text-slate-500 hover:text-white transition-colors"
+                          className="p-1.5 rounded hover:bg-surface-hover text-text-muted hover:text-text-primary transition-colors"
                         >
                           <Pencil className="w-3.5 h-3.5" />
                         </button>
                         <button
-                          onClick={() => handleDelete(tx.id)}
+                          onClick={() => setDeleteId(tx.id)}
-                          className="p-1.5 rounded hover:bg-red-500/10 text-slate-500 hover:text-red-400 transition-colors"
+                          className="p-1.5 rounded hover:bg-red-500/10 text-text-muted hover:text-red-500 dark:hover:text-red-400 transition-colors"
                         >
                           <Trash2 className="w-3.5 h-3.5" />
                         </button>
@@ -216,7 +253,7 @@ export default function Transactions() {
         </div>
 
         {transactions.length === 0 && !loading && (
-          <div className="px-5 py-16 text-center text-slate-600 text-sm">
+          <div className="px-5 py-16 text-center text-text-faint text-sm">
             No transactions found
           </div>
         )}
@@ -230,6 +267,23 @@ export default function Transactions() {
           onSaved={fetchTransactions}
         />
       )}
+
+      {importOpen && (
+        <PasteImportModal
+          onClose={() => setImportOpen(false)}
+          onImported={fetchTransactions}
+        />
+      )}
+
+      {deleteId !== null && (
+        <ConfirmDialog
+          title="Delete Transaction"
+          message="This transaction will be permanently deleted. This action cannot be undone."
+          onConfirm={handleDelete}
+          onCancel={() => setDeleteId(null)}
+          loading={deleting}
+        />
+      )}
     </div>
   );
 }

frontend/src/pages/Transfers.tsx

@@ -3,6 +3,7 @@ import { Plus, Search, Pencil, Trash2, ArrowLeftRight } from 'lucide-react';
 
 import api, { type Transaction } from '../api';
 import TransactionModal from '../components/TransactionModal';
+import ConfirmDialog from '../components/ConfirmDialog';
 
 function formatAmount(amount: number, currency: string) {
   const abs = Math.abs(amount);
@@ -21,6 +22,8 @@ export default function Transfers() {
   const [loading, setLoading] = useState(true);
   const [modalOpen, setModalOpen] = useState(false);
   const [editing, setEditing] = useState<Transaction | null>(null);
+  const [deleteId, setDeleteId] = useState<number | null>(null);
+  const [deleting, setDeleting] = useState(false);
 
   const fetchTransactions = useCallback(async () => {
     setLoading(true);
@@ -39,10 +42,16 @@ export default function Transfers() {
     return () => clearTimeout(timer);
   }, [fetchTransactions]);
 
-  const handleDelete = async (id: number) => {
+  const handleDelete = async () => {
-    if (!confirm('Delete this transaction?')) return;
+    if (deleteId === null) return;
-    await api.delete(`/transactions/${id}`);
+    setDeleting(true);
+    try {
+      await api.delete(`/transactions/${deleteId}`);
+      setDeleteId(null);
       fetchTransactions();
+    } finally {
+      setDeleting(false);
+    }
   };
 
   return (
@@ -50,7 +59,7 @@ export default function Transfers() {
       <div className="flex flex-col sm:flex-row sm:items-center justify-between gap-4">
         <div>
           <h1 className="text-2xl font-bold">Cash & Transfers</h1>
-          <p className="text-sm text-slate-500 mt-1">
+          <p className="text-sm text-text-muted mt-1">
             Track non-credit-card expenses
           </p>
         </div>
@@ -59,7 +68,7 @@ export default function Transfers() {
             setEditing(null);
             setModalOpen(true);
           }}
-          className="flex items-center gap-2 bg-emerald-500 hover:bg-emerald-400 text-slate-950 font-semibold px-4 py-2.5 rounded-lg text-sm transition-colors"
+          className="flex items-center gap-2 bg-[#606C38] hover:bg-[#7a8a4a] text-white dark:text-[#FEFAE0] font-semibold px-4 py-2.5 rounded-lg text-sm transition-colors"
         >
           <Plus className="w-4 h-4" />
           Add {sourceTab === 'CASH' ? 'Cash Expense' : 'Transfer'}
@@ -67,15 +76,15 @@ export default function Transfers() {
       </div>
 
       {/* Source tabs */}
-      <div className="flex gap-1 bg-slate-900/40 border border-slate-800/60 rounded-lg p-1 w-fit">
+      <div className="flex gap-1 bg-surface-card border border-border rounded-lg p-1 w-fit">
         {(['CASH', 'TRANSFER'] as const).map((tab) => (
           <button
             key={tab}
             onClick={() => setSourceTab(tab)}
             className={`px-4 py-2 rounded-md text-sm font-medium transition-colors ${
               sourceTab === tab
-                ? 'bg-emerald-500/10 text-emerald-400'
+                ? 'bg-[#606C38]/10 text-[#606C38] dark:text-[#7a8a4a]'
-                : 'text-slate-500 hover:text-white'
+                : 'text-text-muted hover:text-text-primary'
             }`}
           >
             {tab === 'CASH' ? 'Cash' : 'Transfers'}
@@ -85,20 +94,20 @@ export default function Transfers() {
 
       {/* Search */}
       <div className="relative max-w-sm">
-        <Search className="absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-slate-500" />
+        <Search className="absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-text-muted" />
         <input
           value={search}
           onChange={(e) => setSearch(e.target.value)}
-          className="w-full bg-slate-900/60 border border-slate-800/60 rounded-lg pl-10 pr-4 py-2.5 text-sm text-white placeholder-slate-600 focus:outline-none focus:border-emerald-500/50 transition-colors"
+          className="w-full bg-input-bg border border-border rounded-lg pl-10 pr-4 py-2.5 text-sm text-text-primary placeholder-text-faint focus:outline-none focus:border-[#606C38]/50 transition-colors"
           placeholder="Search..."
         />
       </div>
 
       {/* List */}
-      <div className="bg-slate-900/40 border border-slate-800/60 rounded-xl divide-y divide-slate-800/30">
+      <div className="bg-surface-card border border-border rounded-xl divide-y divide-border-subtle">
         {transactions.length === 0 && !loading ? (
-          <div className="px-5 py-16 text-center text-slate-600 text-sm">
+          <div className="px-5 py-16 text-center text-text-faint text-sm">
-            <ArrowLeftRight className="w-8 h-8 mx-auto mb-3 text-slate-700" />
+            <ArrowLeftRight className="w-8 h-8 mx-auto mb-3 text-text-faint" />
             No {sourceTab.toLowerCase()} transactions yet
           </div>
         ) : (
@@ -106,25 +115,25 @@ export default function Transfers() {
             {transactions.map((tx) => (
               <div
                 key={tx.id}
-                className="flex items-center justify-between px-5 py-4 hover:bg-slate-800/20 transition-colors group"
+                className="flex items-center justify-between px-5 py-4 hover:bg-surface-hover transition-colors group"
               >
                 <div className="min-w-0">
                   <p className="text-sm font-medium truncate">{tx.merchant}</p>
-                  <p className="text-xs text-slate-500 mt-0.5">
+                  <p className="text-xs text-text-muted mt-0.5">
                     {new Date(tx.date).toLocaleDateString('en-US', {
                       month: 'short',
                       day: 'numeric',
                       year: 'numeric',
                     })}
                     {tx.category && (
-                      <span className="ml-2 bg-slate-800/60 text-slate-400 px-2 py-0.5 rounded">
+                      <span className="ml-2 bg-surface-hover text-text-secondary px-2 py-0.5 rounded">
                         {tx.category.name}
                       </span>
                     )}
                   </p>
                 </div>
                 <div className="flex items-center gap-3 flex-shrink-0 ml-4">
-                  <span className="font-mono text-sm font-medium text-white">
+                  <span className="font-mono text-sm font-medium">
                     {formatAmount(tx.amount, tx.currency)}
                   </span>
                   <div className="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
@@ -133,13 +142,13 @@ export default function Transfers() {
                         setEditing(tx);
                         setModalOpen(true);
                       }}
-                      className="p-1.5 rounded hover:bg-slate-700/50 text-slate-500 hover:text-white transition-colors"
+                      className="p-1.5 rounded hover:bg-surface-hover text-text-muted hover:text-text-primary transition-colors"
                     >
                       <Pencil className="w-3.5 h-3.5" />
                     </button>
                     <button
-                      onClick={() => handleDelete(tx.id)}
+                      onClick={() => setDeleteId(tx.id)}
-                      className="p-1.5 rounded hover:bg-red-500/10 text-slate-500 hover:text-red-400 transition-colors"
+                      className="p-1.5 rounded hover:bg-red-500/10 text-text-muted hover:text-red-500 dark:hover:text-red-400 transition-colors"
                     >
                       <Trash2 className="w-3.5 h-3.5" />
                     </button>
@@ -159,6 +168,16 @@ export default function Transfers() {
           onSaved={fetchTransactions}
         />
       )}
+
+      {deleteId !== null && (
+        <ConfirmDialog
+          title="Delete Transaction"
+          message="This transaction will be permanently deleted. This action cannot be undone."
+          onConfirm={handleDelete}
+          onCancel={() => setDeleteId(null)}
+          loading={deleting}
+        />
+      )}
     </div>
   );
 }

frontend/vite.config.ts

@@ -10,4 +10,12 @@ export default defineConfig({
       '@': path.resolve(__dirname, './src'),
     },
   },
+  server: {
+    proxy: {
+      '/api': {
+        target: 'http://localhost:8001',
+        changeOrigin: true,
+      },
+    },
+  },
 });