Add budget module: FastAPI backend + React frontend
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Backend: FastAPI + PostgreSQL with models for accounts, transactions,
and categories. Auto-categorization from merchant patterns, token auth,
CRUD endpoints, and seed data for 16 categories and 4 bank accounts.

Frontend: Login, Dashboard (account balances + recent charges),
Transactions (full CRUD table with search/filter), Cash & Transfers
view. Dark theme with emerald/cyan accents, responsive layout.

Infrastructure: Updated docker-compose for backend + db services,
nginx proxy config for API routing, deploy workflow with secrets.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Carlos Escalante
2026-03-21 11:33:38 -06:00
parent cfd2eba849
commit 13161b8e49
34 changed files with 1855 additions and 112 deletions

View File

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import { useEffect, useState, useCallback } from 'react';
import { Plus, Search, Pencil, Trash2, ArrowLeftRight } from 'lucide-react';
import api, { type Transaction } from '../api';
import TransactionModal from '../components/TransactionModal';
function formatAmount(amount: number, currency: string) {
const abs = Math.abs(amount);
if (currency === 'USD') {
return `$${abs.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
}
return `${abs.toLocaleString('es-CR', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
}
type SourceTab = 'CASH' | 'TRANSFER';
export default function Transfers() {
const [transactions, setTransactions] = useState<Transaction[]>([]);
const [search, setSearch] = useState('');
const [sourceTab, setSourceTab] = useState<SourceTab>('CASH');
const [loading, setLoading] = useState(true);
const [modalOpen, setModalOpen] = useState(false);
const [editing, setEditing] = useState<Transaction | null>(null);
const fetchTransactions = useCallback(async () => {
setLoading(true);
try {
const params: Record<string, string> = { source: sourceTab, limit: '200' };
if (search) params.search = search;
const { data } = await api.get('/transactions/', { params });
setTransactions(data);
} finally {
setLoading(false);
}
}, [search, sourceTab]);
useEffect(() => {
const timer = setTimeout(fetchTransactions, 300);
return () => clearTimeout(timer);
}, [fetchTransactions]);
const handleDelete = async (id: number) => {
if (!confirm('Delete this transaction?')) return;
await api.delete(`/transactions/${id}`);
fetchTransactions();
};
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">Cash & Transfers</h1>
<p className="text-sm text-slate-500 mt-1">
Track non-credit-card expenses
</p>
</div>
<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"
>
<Plus className="w-4 h-4" />
Add {sourceTab === 'CASH' ? 'Cash Expense' : 'Transfer'}
</button>
</div>
{/* Source tabs */}
<div className="flex gap-1 bg-slate-900/40 border border-slate-800/60 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'
: 'text-slate-500 hover:text-white'
}`}
>
{tab === 'CASH' ? 'Cash' : 'Transfers'}
</button>
))}
</div>
{/* 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" />
<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"
placeholder="Search..."
/>
</div>
{/* List */}
<div className="bg-slate-900/40 border border-slate-800/60 rounded-xl divide-y divide-slate-800/30">
{transactions.length === 0 && !loading ? (
<div className="px-5 py-16 text-center text-slate-600 text-sm">
<ArrowLeftRight className="w-8 h-8 mx-auto mb-3 text-slate-700" />
No {sourceTab.toLowerCase()} transactions yet
</div>
) : (
<>
{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"
>
<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">
{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">
{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">
{formatAmount(tx.amount, tx.currency)}
</span>
<div className="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
<button
onClick={() => {
setEditing(tx);
setModalOpen(true);
}}
className="p-1.5 rounded hover:bg-slate-700/50 text-slate-500 hover:text-white transition-colors"
>
<Pencil className="w-3.5 h-3.5" />
</button>
<button
onClick={() => handleDelete(tx.id)}
className="p-1.5 rounded hover:bg-red-500/10 text-slate-500 hover:text-red-400 transition-colors"
>
<Trash2 className="w-3.5 h-3.5" />
</button>
</div>
</div>
</div>
))}
</>
)}
</div>
{modalOpen && (
<TransactionModal
transaction={editing}
source={sourceTab}
onClose={() => setModalOpen(false)}
onSaved={fetchTransactions}
/>
)}
</div>
);
}