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… and db utilities
…investments tables Replace hardcoded single-migration Migrate() with a tracked migration system using a _migrations table for idempotent execution. Add 002_enhanced.sql with seven new tables (accounts, tags, transaction_tags, recurring_rules, budgets, savings_goals, investments), ALTER columns on transactions and categories, and new indexes. Use shared.OpenDatabase() for WAL + foreign keys. Includes six new migration tests.
…d interest estimation
…and reorder Replace inline listCategories handler with a proper categories package following the handler->repository pattern. Supports create, update, delete (with transaction reference check), filter by type, and bulk reorder via sort_order. Case-insensitive duplicate name detection.
…generation Adds CRUD endpoints for recurring transaction rules (GET, POST, PUT, DELETE /recurring) and a generation engine (POST /recurring/generate) that creates transaction instances based on frequency rules. The generation engine supports monthly, weekly, biweekly, and yearly frequencies with proper date clamping (e.g. day 31 in a 30-day month) and idempotency (calling generate twice produces no duplicates). Also includes the transactions module (refactored with transfers, tags, and account linking) from the previous task.
Add investments module with full CRUD (create, list, update, delete) including P&L calculation for positions with units and prices. Add reports module with 4 read-only aggregation endpoints: - GET /reports/summary: monthly income, expense, balance by category/account - GET /reports/trends: monthly totals for a date range (line chart data) - GET /reports/categories: category comparison with previous month - GET /reports/net-worth: account balances + investment positions Remove old inline getSummary handler, replaced by the reports module.
…g to modules Adds legacy /summary -> /reports/summary redirect for backward compatibility. Prioritizes month-specific budgets over recurring ones in the widget query.
TypeScript types mirroring all backend Go models, typed API client wrapping pluginApi with data extraction, and 4 reusable shared components: MonthPicker, AmountDisplay, ProgressBar, EmptyState.
Replace monolithic FinancePage with a tab shell containing five sections (Overview, Transactions, Budgets, Goals, Investments) plus a settings panel toggle. Each tab renders a placeholder component that will be implemented in subsequent tasks. Generates recurring transactions on mount. Adds i18n keys for tab labels and settings in both EN and ES.
…d line, and net worth
…s, and recurring rules
…transactions Add YYYY-MM format validation for the month query parameter in the transactions list handler. Wrap Create and Update repository methods in database transactions so the main INSERT/UPDATE and tag linking operations are atomic.
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…ocritic Investment struct is 128 bytes, gocritic hugeParam lint rule requires passing it by pointer.
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