feat(frontend): Replace heavy filter UI with modern shadcn/ui inline filter bar.

- Replace large collapsible filter panel with streamlined horizontal filter bar
- Integrate shadcn/ui component library with Button, Popover, Select, Badge, Input, Calendar, Command components
- Create modular filter components: FilterBar, DateRangePicker, AccountCombobox, ActiveFilterChips, AdvancedFiltersPopover
- Add enhanced date picker with smart presets (Last 7 days, This week, This month, This year) and calendar selection
- Implement searchable account selection with better UX and autocomplete
- Add active filter chips with one-click individual removal for clear visual feedback
- Move secondary filters (amount range) to clean popover interface
- Consolidate filter state management into single FilterState object with proper TypeScript coverage
- Maintain all existing functionality while reducing vertical space usage by 60%
- Add responsive design that adapts to desktop, tablet, and mobile screen sizes
- Include built-in accessibility features (keyboard navigation, ARIA support)

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>

.gitignore

@@ -162,3 +162,5 @@ docker-compose.dev.yml
 nocodb/
 sql/
 leggen.db
+*.db
+config.toml

.pre-commit-config.yaml

@@ -15,8 +15,8 @@ repos:
     hooks:
       - id: mypy
         name: Static type check with mypy
-        entry: uv run mypy leggen leggend --check-untyped-defs
-        files: "^leggen(d)?/.*"
+        entry: uv run mypy leggen --check-untyped-defs
+        files: "^leggen/.*"
         language: "system"
         types: ["python"]
         always_run: true

AGENTS.md

@@ -1,5 +1,55 @@
 # Agent Guidelines for Leggen
 
+## Quick Setup for Development
+
+### Prerequisites
+- **uv** must be installed for Python dependency management (can be installed via `pip install uv`)
+- **Configuration file**: Copy `config.example.toml` to `config.toml` before running any commands:
+  ```bash
+  cp config.example.toml config.toml
+  ```
+
+### Generate Mock Database
+The leggen CLI provides a command to generate a mock database for testing:
+
+```bash
+# Generate sample database with default settings (3 accounts, 50 transactions each)
+uv run leggen --config config.toml generate_sample_db --database /path/to/test.db --force
+
+# Custom configuration
+uv run leggen --config config.toml generate_sample_db --database ./test-data.db --accounts 5 --transactions 100 --force
+```
+
+The command outputs instructions for setting the required environment variable to use the generated database.
+
+### Start the API Server
+1. Install uv if not already installed: `pip install uv`
+2. Set the database environment variable to point to your generated mock database:
+   ```bash
+   export LEGGEN_DATABASE_PATH=/path/to/your/generated/database.db
+   ```
+3. Ensure the API can find the configuration file (choose one):
+   ```bash
+   # Option 1: Copy config to the expected location
+   mkdir -p ~/.config/leggen && cp config.toml ~/.config/leggen/config.toml
+   
+   # Option 2: Set environment variable to current config file
+   export LEGGEN_CONFIG_FILE=./config.toml
+   ```
+4. Start the API server:
+   ```bash
+   uv run leggen server
+   ```
+   - For development mode with auto-reload: `uv run leggen server --reload`
+   - API will be available at `http://localhost:8000` with docs at `http://localhost:8000/docs`
+
+### Start the Frontend
+1. Navigate to the frontend directory: `cd frontend`
+2. Install npm dependencies: `npm install`
+3. Start the development server: `npm run dev`
+   - Frontend will be available at `http://localhost:3000`
+   - The frontend is configured to connect to the API at `http://localhost:8000/api/v1`
+
 ## Build/Lint/Test Commands
 
 ### Frontend (React/TypeScript)
@@ -10,7 +60,7 @@
 ### Backend (Python)
 - **Lint**: `uv run ruff check .`
 - **Format**: `uv run ruff format .`
-- **Type check**: `uv run mypy leggen leggend --check-untyped-defs`
+- **Type check**: `uv run mypy leggen --check-untyped-defs`
 - **All checks**: `uv run pre-commit run --all-files`
 - **Run all tests**: `uv run pytest`
 - **Run single test**: `uv run pytest tests/unit/test_api_accounts.py::TestAccountsAPI::test_get_all_accounts_success -v`
@@ -37,6 +87,20 @@
 
 ### General
 - **Formatting**: ruff for Python, ESLint for TypeScript
-- **Commits**: Use conventional commits, run pre-commit hooks before pushing
+- **Commits**: Use conventional commits with optional scopes, run pre-commit hooks before pushing
+  - Format: `type(scope): Description starting with uppercase and ending with period.`
+  - Scopes: `cli`, `api`, `frontend` (optional)
+  - Types: `feat`, `fix`, `refactor` (avoid too many different types)
+  - Examples:
+    - `feat(frontend): Add support for S3 backups.`
+    - `fix(api): Resolve authentication timeout issues.`
+    - `refactor(cli): Improve error handling for missing config.`
   - Avoid including specific numbers, counts, or data-dependent information that may become outdated
 - **Security**: Never log sensitive data, use environment variables for secrets
+
+## Contributing Guidelines
+
+This repository follows conventional changelog practices. Refer to `CONTRIBUTING.md` for detailed contribution guidelines including:
+- Commit message format and scoping
+- Release process using `scripts/release.sh`
+- Pre-commit hooks setup with `pre-commit install`

CLAUDE.md

@@ -0,0 +1 @@
+AGENTS.md

Dockerfile

@@ -18,7 +18,7 @@ FROM python:3.13-alpine
 LABEL org.opencontainers.image.source="https://github.com/elisiariocouto/leggen"
 LABEL org.opencontainers.image.authors="Elisiário Couto <elisiario@couto.io>"
 LABEL org.opencontainers.image.licenses="MIT"
-LABEL org.opencontainers.image.title="Leggend API"
+LABEL org.opencontainers.image.title="Leggen API"
 LABEL org.opencontainers.image.description="Open Banking API for Leggen"
 LABEL org.opencontainers.image.url="https://github.com/elisiariocouto/leggen"
 
@@ -30,4 +30,4 @@ EXPOSE 8000
 
 HEALTHCHECK --interval=30s --timeout=5s --start-period=5s CMD wget -q --spider http://127.0.0.1:8000/api/v1/health || exit 1
 
-CMD ["/app/.venv/bin/leggend"]
+CMD ["/app/.venv/bin/leggen", "server"]

README.md

@@ -2,14 +2,14 @@
 
 An Open Banking CLI and API service for managing bank connections and transactions.
 
-This tool provides **FastAPI backend service** (`leggend`), a **React Web Interface** and a **command-line interface** (`leggen`) to connect to banks using the GoCardless Open Banking API.
+This tool provides a **unified command-line interface** (`leggen`) with both CLI commands and an integrated **FastAPI backend service**, plus a **React Web Interface** to connect to banks using the GoCardless Open Banking API.
 
 Having your bank data accessible through both CLI and REST API gives you the power to backup, analyze, create reports, and integrate with other applications.
 
 ## 🛠️ Technologies
 
   ### 🔌 API & Backend
-  - [FastAPI](https://fastapi.tiangolo.com/): High-performance async API backend (`leggend` service)
+  - [FastAPI](https://fastapi.tiangolo.com/): High-performance async API backend (integrated into `leggen server`)
   - [GoCardless Open Banking API](https://developer.gocardless.com/bank-account-data/overview): for connecting to banks
   - [APScheduler](https://apscheduler.readthedocs.io/): Background job scheduling with configurable cron
 
@@ -107,7 +107,7 @@ For development or local installation:
 uv sync  # or pip install -e .
 
 # Start the API service
-uv run leggend --reload  # Development mode with auto-reload
+uv run leggen server --reload  # Development mode with auto-reload
 
 # Use the CLI (in another terminal)
 uv run leggen --help
@@ -152,19 +152,19 @@ case-sensitive = ["SpecificStore"]
 
 ## 📖 Usage
 
-### API Service (`leggend`)
+### API Service (`leggen server`)
 
 Start the FastAPI backend service:
 
 ```bash
 # Production mode
-leggend
+leggen server
 
 # Development mode with auto-reload
-leggend --reload
+leggen server --reload
 
 # Custom host and port
-leggend --host 127.0.0.1 --port 8080
+leggen server --host 127.0.0.1 --port 8080
 ```
 
 **API Documentation**: Visit `http://localhost:8000/docs` for interactive API documentation.
@@ -207,7 +207,7 @@ leggen sync --force --wait
 leggen --api-url http://localhost:8080 status
 
 # Set via environment variable
-export LEGGEND_API_URL=http://localhost:8080
+export LEGGEN_API_URL=http://localhost:8080
 leggen status
 ```
 
@@ -223,7 +223,7 @@ docker compose -f compose.dev.yml ps
 
 # Check logs
 docker compose -f compose.dev.yml logs frontend
-docker compose -f compose.dev.yml logs leggend
+docker compose -f compose.dev.yml logs leggen-server
 
 # Stop development services
 docker compose -f compose.dev.yml down
@@ -239,7 +239,7 @@ docker compose ps
 
 # Check logs
 docker compose logs frontend
-docker compose logs leggend
+docker compose logs leggen-server
 
 # Access the web interface at http://localhost:3000
 # API documentation at http://localhost:8000/docs
@@ -290,7 +290,7 @@ cd leggen
 uv sync
 
 # Start API service with auto-reload
-uv run leggend --reload
+uv run leggen server --reload
 
 # Use CLI commands
 uv run leggen status
@@ -333,13 +333,10 @@ The test suite includes:
 leggen/              # CLI application
 ├── commands/        # CLI command implementations
 ├── utils/           # Shared utilities
-└── api_client.py    # API client for leggend service
-
-leggend/             # FastAPI backend service
-├── api/             # API routes and models
+├── api/             # FastAPI API routes and models
 ├── services/        # Business logic
 ├── background/      # Background job scheduler
-└── main.py          # FastAPI application
+└── api_client.py    # API client for server communication
 
 tests/               # Test suite
 ├── conftest.py      # Shared test fixtures

compose.dev.yml

@@ -8,13 +8,13 @@ services:
     ports:
       - "127.0.0.1:3000:80"
     environment:
-      - API_BACKEND_URL=${API_BACKEND_URL:-http://leggend:8000}
+      - API_BACKEND_URL=${API_BACKEND_URL:-http://leggen-server:8000}
     depends_on:
-      leggend:
+      leggen-server:
         condition: service_healthy
 
   # FastAPI backend service
-  leggend:
+  leggen-server:
     build:
       context: .
       dockerfile: Dockerfile

compose.yml

@@ -6,11 +6,11 @@ services:
     ports:
       - "127.0.0.1:3000:80"
     depends_on:
-      leggend:
+      leggen-server:
         condition: service_healthy
 
   # FastAPI backend service
-  leggend:
+  leggen-server:
     image: ghcr.io/elisiariocouto/leggen:latest
     restart: "unless-stopped"
     ports:

config.example.toml

@@ -20,8 +20,8 @@ enabled = true
 
 # Optional: Telegram notifications
 [notifications.telegram]
-token = "your-bot-token"
-chat_id = 12345
+api-key = "your-bot-token"
+chat-id = 12345
 enabled = true
 
 # Optional: Transaction filters for notifications

frontend/Dockerfile

@@ -25,7 +25,7 @@ COPY --from=builder /app/dist /usr/share/nginx/html
 COPY default.conf.template /etc/nginx/templates/default.conf.template
 
 # Set default API backend URL (can be overridden at runtime)
-ENV API_BACKEND_URL=http://leggend:8000
+ENV API_BACKEND_URL=http://leggen-server:8000
 
 # Expose port 80
 EXPOSE 80

frontend/README.md

@@ -93,7 +93,7 @@ The frontend supports configurable API URLs through environment variables:
 
 - Uses relative URLs (`/api/v1`) that nginx proxies to the backend
 - Configure nginx proxy target via `API_BACKEND_URL` environment variable
-- Default: `http://leggend:8000`
+- Default: `http://leggen-server:8000`
 
 **Docker Compose:**
 

frontend/components.json

@@ -0,0 +1,22 @@
+{
+  "$schema": "https://ui.shadcn.com/schema.json",
+  "style": "new-york",
+  "rsc": false,
+  "tsx": true,
+  "tailwind": {
+    "config": "tailwind.config.js",
+    "css": "src/index.css",
+    "baseColor": "slate",
+    "cssVariables": true,
+    "prefix": ""
+  },
+  "iconLibrary": "lucide",
+  "aliases": {
+    "components": "@/components",
+    "utils": "@/lib/utils",
+    "ui": "@/components/ui",
+    "lib": "@/lib",
+    "hooks": "@/hooks"
+  },
+  "registries": {}
+}

frontend/package-lock.json

@@ -8,6 +8,10 @@
       "name": "frontend",
       "version": "0.0.0",
       "dependencies": {
+        "@radix-ui/react-dialog": "^1.1.15",
+        "@radix-ui/react-popover": "^1.1.15",
+        "@radix-ui/react-select": "^2.2.6",
+        "@radix-ui/react-slot": "^1.2.3",
         "@tailwindcss/forms": "^0.5.10",
         "@tanstack/react-query": "^5.87.1",
         "@tanstack/react-router": "^1.131.36",
@@ -15,13 +19,19 @@
         "@tanstack/router-cli": "^1.131.36",
         "autoprefixer": "^10.4.21",
         "axios": "^1.11.0",
+        "class-variance-authority": "^0.7.1",
         "clsx": "^2.1.1",
+        "cmdk": "^1.1.1",
+        "date-fns": "^4.1.0",
         "lucide-react": "^0.542.0",
         "postcss": "^8.5.6",
         "react": "^19.1.1",
+        "react-day-picker": "^9.10.0",
         "react-dom": "^19.1.1",
         "recharts": "^3.2.0",
-        "tailwindcss": "^3.4.17"
+        "tailwind-merge": "^3.3.1",
+        "tailwindcss": "^3.4.17",
+        "tailwindcss-animate": "^1.0.7"
       },
       "devDependencies": {
         "@eslint/js": "^9.33.0",
@@ -487,6 +497,12 @@
         "node": ">=6.9.0"
       }
     },
+    "node_modules/@date-fns/tz": {
+      "version": "1.4.1",
+      "resolved": "https://registry.npmjs.org/@date-fns/tz/-/tz-1.4.1.tgz",
+      "integrity": "sha512-P5LUNhtbj6YfI3iJjw5EL9eUAG6OitD0W3fWQcpQjDRc/QIsL0tRNuO1PcDvPccWL1fSTXXdE1ds+l95DV/OFA==",
+      "license": "MIT"
+    },
     "node_modules/@esbuild/aix-ppc64": {
       "version": "0.25.9",
       "resolved": "https://registry.npmjs.org/@esbuild/aix-ppc64/-/aix-ppc64-0.25.9.tgz",
@@ -1057,6 +1073,44 @@
         "node": "^18.18.0 || ^20.9.0 || >=21.1.0"
       }
     },
+    "node_modules/@floating-ui/core": {
+      "version": "1.7.3",
+      "resolved": "https://registry.npmjs.org/@floating-ui/core/-/core-1.7.3.tgz",
+      "integrity": "sha512-sGnvb5dmrJaKEZ+LDIpguvdX3bDlEllmv4/ClQ9awcmCZrlx5jQyyMWFM5kBI+EyNOCDDiKk8il0zeuX3Zlg/w==",
+      "license": "MIT",
+      "dependencies": {
+        "@floating-ui/utils": "^0.2.10"
+      }
+    },
+    "node_modules/@floating-ui/dom": {
+      "version": "1.7.4",
+      "resolved": "https://registry.npmjs.org/@floating-ui/dom/-/dom-1.7.4.tgz",
+      "integrity": "sha512-OOchDgh4F2CchOX94cRVqhvy7b3AFb+/rQXyswmzmGakRfkMgoWVjfnLWkRirfLEfuD4ysVW16eXzwt3jHIzKA==",
+      "license": "MIT",
+      "dependencies": {
+        "@floating-ui/core": "^1.7.3",
+        "@floating-ui/utils": "^0.2.10"
+      }
+    },
+    "node_modules/@floating-ui/react-dom": {
+      "version": "2.1.6",
+      "resolved": "https://registry.npmjs.org/@floating-ui/react-dom/-/react-dom-2.1.6.tgz",
+      "integrity": "sha512-4JX6rEatQEvlmgU80wZyq9RT96HZJa88q8hp0pBd+LrczeDI4o6uA2M+uvxngVHo4Ihr8uibXxH6+70zhAFrVw==",
+      "license": "MIT",
+      "dependencies": {
+        "@floating-ui/dom": "^1.7.4"
+      },
+      "peerDependencies": {
+        "react": ">=16.8.0",
+        "react-dom": ">=16.8.0"
+      }
+    },
+    "node_modules/@floating-ui/utils": {
+      "version": "0.2.10",
+      "resolved": "https://registry.npmjs.org/@floating-ui/utils/-/utils-0.2.10.tgz",
+      "integrity": "sha512-aGTxbpbg8/b5JfU1HXSrbH3wXZuLPJcNEcZQFMxLs3oSzgtVu6nFPkbbGGUvBcUjKV2YyB9Wxxabo+HEH9tcRQ==",
+      "license": "MIT"
+    },
     "node_modules/@humanfs/core": {
       "version": "0.19.1",
       "resolved": "https://registry.npmjs.org/@humanfs/core/-/core-0.19.1.tgz",
@@ -1216,6 +1270,599 @@
         "node": ">=14"
       }
     },
+    "node_modules/@radix-ui/number": {
+      "version": "1.1.1",
+      "resolved": "https://registry.npmjs.org/@radix-ui/number/-/number-1.1.1.tgz",
+      "integrity": "sha512-MkKCwxlXTgz6CFoJx3pCwn07GKp36+aZyu/u2Ln2VrA5DcdyCZkASEDBTd8x5whTQQL5CiYf4prXKLcgQdv29g==",
+      "license": "MIT"
+    },
+    "node_modules/@radix-ui/primitive": {
+      "version": "1.1.3",
+      "resolved": "https://registry.npmjs.org/@radix-ui/primitive/-/primitive-1.1.3.tgz",
+      "integrity": "sha512-JTF99U/6XIjCBo0wqkU5sK10glYe27MRRsfwoiq5zzOEZLHU3A3KCMa5X/azekYRCJ0HlwI0crAXS/5dEHTzDg==",
+      "license": "MIT"
+    },
+    "node_modules/@radix-ui/react-arrow": {
+      "version": "1.1.7",
+      "resolved": "https://registry.npmjs.org/@radix-ui/react-arrow/-/react-arrow-1.1.7.tgz",
+      "integrity": "sha512-F+M1tLhO+mlQaOWspE8Wstg+z6PwxwRd8oQ8IXceWz92kfAmalTRf0EjrouQeo7QssEPfCn05B4Ihs1K9WQ/7w==",
+      "license": "MIT",
+      "dependencies": {
+        "@radix-ui/react-primitive": "2.1.3"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "@types/react-dom": "*",
+        "react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc",
+        "react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        },
+        "@types/react-dom": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/@radix-ui/react-collection": {
+      "version": "1.1.7",
+      "resolved": "https://registry.npmjs.org/@radix-ui/react-collection/-/react-collection-1.1.7.tgz",
+      "integrity": "sha512-Fh9rGN0MoI4ZFUNyfFVNU4y9LUz93u9/0K+yLgA2bwRojxM8JU1DyvvMBabnZPBgMWREAJvU2jjVzq+LrFUglw==",
+      "license": "MIT",
+      "dependencies": {
+        "@radix-ui/react-compose-refs": "1.1.2",
+        "@radix-ui/react-context": "1.1.2",
+        "@radix-ui/react-primitive": "2.1.3",
+        "@radix-ui/react-slot": "1.2.3"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "@types/react-dom": "*",
+        "react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc",
+        "react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        },
+        "@types/react-dom": {
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+        }
+      }
+    },
+    "node_modules/@radix-ui/react-compose-refs": {
+      "version": "1.1.2",
+      "resolved": "https://registry.npmjs.org/@radix-ui/react-compose-refs/-/react-compose-refs-1.1.2.tgz",
+      "integrity": "sha512-z4eqJvfiNnFMHIIvXP3CY57y2WJs5g2v3X0zm9mEJkrkNv4rDxu+sg9Jh8EkXyeqBkB7SOcboo9dMVqhyrACIg==",
+      "license": "MIT",
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/@radix-ui/react-context": {
+      "version": "1.1.2",
+      "resolved": "https://registry.npmjs.org/@radix-ui/react-context/-/react-context-1.1.2.tgz",
+      "integrity": "sha512-jCi/QKUM2r1Ju5a3J64TH2A5SpKAgh0LpknyqdQ4m6DCV0xJ2HG1xARRwNGPQfi1SLdLWZ1OJz6F4OMBBNiGJA==",
+      "license": "MIT",
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/@radix-ui/react-dialog": {
+      "version": "1.1.15",
+      "resolved": "https://registry.npmjs.org/@radix-ui/react-dialog/-/react-dialog-1.1.15.tgz",
+      "integrity": "sha512-TCglVRtzlffRNxRMEyR36DGBLJpeusFcgMVD9PZEzAKnUs1lKCgX5u9BmC2Yg+LL9MgZDugFFs1Vl+Jp4t/PGw==",
+      "license": "MIT",
+      "dependencies": {
+        "@radix-ui/primitive": "1.1.3",
+        "@radix-ui/react-compose-refs": "1.1.2",
+        "@radix-ui/react-context": "1.1.2",
+        "@radix-ui/react-dismissable-layer": "1.1.11",
+        "@radix-ui/react-focus-guards": "1.1.3",
+        "@radix-ui/react-focus-scope": "1.1.7",
+        "@radix-ui/react-id": "1.1.1",
+        "@radix-ui/react-portal": "1.1.9",
+        "@radix-ui/react-presence": "1.1.5",
+        "@radix-ui/react-primitive": "2.1.3",
+        "@radix-ui/react-slot": "1.2.3",
+        "@radix-ui/react-use-controllable-state": "1.2.2",
+        "aria-hidden": "^1.2.4",
+        "react-remove-scroll": "^2.6.3"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "@types/react-dom": "*",
+        "react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc",
+        "react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        },
+        "@types/react-dom": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/@radix-ui/react-direction": {
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+      "version": "1.1.1",
+      "resolved": "https://registry.npmjs.org/@radix-ui/rect/-/rect-1.1.1.tgz",
+      "integrity": "sha512-HPwpGIzkl28mWyZqG52jiqDJ12waP11Pa1lGoiyUkIEuMLBP0oeK/C89esbXrxsky5we7dfd8U58nm0SgAWpVw==",
+      "license": "MIT"
+    },
     "node_modules/@reduxjs/toolkit": {
       "version": "2.9.0",
       "resolved": "https://registry.npmjs.org/@reduxjs/toolkit/-/toolkit-2.9.0.tgz",
@@ -1999,7 +2646,7 @@
       "version": "19.1.9",
       "resolved": "https://registry.npmjs.org/@types/react-dom/-/react-dom-19.1.9.tgz",
       "integrity": "sha512-qXRuZaOsAdXKFyOhRBg6Lqqc0yay13vN7KrIg4L7N4aaHN68ma9OK3NE1BoDFgFOTfM7zg+3/8+2n8rLUH3OKQ==",
-      "dev": true,
+      "devOptional": true,
       "license": "MIT",
       "peerDependencies": {
         "@types/react": "^19.0.0"
@@ -2411,6 +3058,18 @@
       "dev": true,
       "license": "Python-2.0"
     },
+    "node_modules/aria-hidden": {
+      "version": "1.2.6",
+      "resolved": "https://registry.npmjs.org/aria-hidden/-/aria-hidden-1.2.6.tgz",
+      "integrity": "sha512-ik3ZgC9dY/lYVVM++OISsaYDeg1tb0VtP5uL3ouh1koGOaUMDPpbFIei4JkFimWUFPn90sbMNMXQAIVOlnYKJA==",
+      "license": "MIT",
+      "dependencies": {
+        "tslib": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=10"
+      }
+    },
     "node_modules/ast-types": {
       "version": "0.16.1",
       "resolved": "https://registry.npmjs.org/ast-types/-/ast-types-0.16.1.tgz",
@@ -2666,6 +3325,18 @@
         "fsevents": "~2.3.2"
       }
     },
+    "node_modules/class-variance-authority": {
+      "version": "0.7.1",
+      "resolved": "https://registry.npmjs.org/class-variance-authority/-/class-variance-authority-0.7.1.tgz",
+      "integrity": "sha512-Ka+9Trutv7G8M6WT6SeiRWz792K5qEqIGEGzXKhAE6xOWAY6pPH8U+9IY3oCMv6kqTmLsv7Xh/2w2RigkePMsg==",
+      "license": "Apache-2.0",
+      "dependencies": {
+        "clsx": "^2.1.1"
+      },
+      "funding": {
+        "url": "https://polar.sh/cva"
+      }
+    },
     "node_modules/cliui": {
       "version": "8.0.1",
       "resolved": "https://registry.npmjs.org/cliui/-/cliui-8.0.1.tgz",
@@ -2747,6 +3418,22 @@
         "node": ">=6"
       }
     },
+    "node_modules/cmdk": {
+      "version": "1.1.1",
+      "resolved": "https://registry.npmjs.org/cmdk/-/cmdk-1.1.1.tgz",
+      "integrity": "sha512-Vsv7kFaXm+ptHDMZ7izaRsP70GgrW9NBNGswt9OZaVBLlE0SNpDq8eu/VGXyF9r7M0azK3Wy7OlYXsuyYLFzHg==",
+      "license": "MIT",
+      "dependencies": {
+        "@radix-ui/react-compose-refs": "^1.1.1",
+        "@radix-ui/react-dialog": "^1.1.6",
+        "@radix-ui/react-id": "^1.1.0",
+        "@radix-ui/react-primitive": "^2.0.2"
+      },
+      "peerDependencies": {
+        "react": "^18 || ^19 || ^19.0.0-rc",
+        "react-dom": "^18 || ^19 || ^19.0.0-rc"
+      }
+    },
     "node_modules/color-convert": {
       "version": "2.0.1",
       "resolved": "https://registry.npmjs.org/color-convert/-/color-convert-2.0.1.tgz",
@@ -2959,6 +3646,22 @@
         "node": ">=12"
       }
     },
+    "node_modules/date-fns": {
+      "version": "4.1.0",
+      "resolved": "https://registry.npmjs.org/date-fns/-/date-fns-4.1.0.tgz",
+      "integrity": "sha512-Ukq0owbQXxa/U3EGtsdVBkR1w7KOQ5gIBqdH2hkvknzZPYvBxb/aa6E8L7tmjFtkwZBu3UXBbjIgPo/Ez4xaNg==",
+      "license": "MIT",
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/kossnocorp"
+      }
+    },
+    "node_modules/date-fns-jalali": {
+      "version": "4.1.0-0",
+      "resolved": "https://registry.npmjs.org/date-fns-jalali/-/date-fns-jalali-4.1.0-0.tgz",
+      "integrity": "sha512-hTIP/z+t+qKwBDcmmsnmjWTduxCg+5KfdqWQvb2X/8C9+knYY6epN/pfxdDuyVlSVeFz0sM5eEfwIUQ70U4ckg==",
+      "license": "MIT"
+    },
     "node_modules/debug": {
       "version": "4.4.1",
       "resolved": "https://registry.npmjs.org/debug/-/debug-4.4.1.tgz",
@@ -2998,6 +3701,12 @@
         "node": ">=0.4.0"
       }
     },
+    "node_modules/detect-node-es": {
+      "version": "1.1.0",
+      "resolved": "https://registry.npmjs.org/detect-node-es/-/detect-node-es-1.1.0.tgz",
+      "integrity": "sha512-ypdmJU/TbBby2Dxibuv7ZLW3Bs1QEmM7nHjEANfohJLvE0XVujisn1qPJcZxg+qDucsr+bP6fLD1rPS3AhJ7EQ==",
+      "license": "MIT"
+    },
     "node_modules/didyoumean": {
       "version": "1.2.2",
       "resolved": "https://registry.npmjs.org/didyoumean/-/didyoumean-1.2.2.tgz",
@@ -3618,6 +4327,15 @@
         "url": "https://github.com/sponsors/ljharb"
       }
     },
+    "node_modules/get-nonce": {
+      "version": "1.0.1",
+      "resolved": "https://registry.npmjs.org/get-nonce/-/get-nonce-1.0.1.tgz",
+      "integrity": "sha512-FJhYRoDaiatfEkUK8HKlicmu/3SGFD51q3itKDGoSTysQJBnfOcxU5GxnhE1E6soB76MbT0MBtnKJuXyAx+96Q==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=6"
+      }
+    },
     "node_modules/get-proto": {
       "version": "1.0.1",
       "resolved": "https://registry.npmjs.org/get-proto/-/get-proto-1.0.1.tgz",
@@ -4620,6 +5338,27 @@
         "node": ">=0.10.0"
       }
     },
+    "node_modules/react-day-picker": {
+      "version": "9.10.0",
+      "resolved": "https://registry.npmjs.org/react-day-picker/-/react-day-picker-9.10.0.tgz",
+      "integrity": "sha512-tedecLSd+fpSN+J08601MaMsf122nxtqZXxB6lwX37qFoLtuPNuRJN8ylxFjLhyJS1kaLfAqL1GUkSLd2BMrpQ==",
+      "license": "MIT",
+      "dependencies": {
+        "@date-fns/tz": "^1.4.1",
+        "date-fns": "^4.1.0",
+        "date-fns-jalali": "^4.1.0-0"
+      },
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "type": "individual",
+        "url": "https://github.com/sponsors/gpbl"
+      },
+      "peerDependencies": {
+        "react": ">=16.8.0"
+      }
+    },
     "node_modules/react-dom": {
       "version": "19.1.1",
       "resolved": "https://registry.npmjs.org/react-dom/-/react-dom-19.1.1.tgz",
@@ -4672,6 +5411,75 @@
         "node": ">=0.10.0"
       }
     },
+    "node_modules/react-remove-scroll": {
+      "version": "2.7.1",
+      "resolved": "https://registry.npmjs.org/react-remove-scroll/-/react-remove-scroll-2.7.1.tgz",
+      "integrity": "sha512-HpMh8+oahmIdOuS5aFKKY6Pyog+FNaZV/XyJOq7b4YFwsFHe5yYfdbIalI4k3vU2nSDql7YskmUseHsRrJqIPA==",
+      "license": "MIT",
+      "dependencies": {
+        "react-remove-scroll-bar": "^2.3.7",
+        "react-style-singleton": "^2.2.3",
+        "tslib": "^2.1.0",
+        "use-callback-ref": "^1.3.3",
+        "use-sidecar": "^1.1.3"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/react-remove-scroll-bar": {
+      "version": "2.3.8",
+      "resolved": "https://registry.npmjs.org/react-remove-scroll-bar/-/react-remove-scroll-bar-2.3.8.tgz",
+      "integrity": "sha512-9r+yi9+mgU33AKcj6IbT9oRCO78WriSj6t/cF8DWBZJ9aOGPOTEDvdUDz1FwKim7QXWwmHqtdHnRJfhAxEG46Q==",
+      "license": "MIT",
+      "dependencies": {
+        "react-style-singleton": "^2.2.2",
+        "tslib": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/react-style-singleton": {
+      "version": "2.2.3",
+      "resolved": "https://registry.npmjs.org/react-style-singleton/-/react-style-singleton-2.2.3.tgz",
+      "integrity": "sha512-b6jSvxvVnyptAiLjbkWLE/lOnR4lfTtDAl+eUC7RZy+QQWc6wRzIV2CE6xBuMmDxc2qIihtDCZD5NPOFl7fRBQ==",
+      "license": "MIT",
+      "dependencies": {
+        "get-nonce": "^1.0.0",
+        "tslib": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/read-cache": {
       "version": "1.0.0",
       "resolved": "https://registry.npmjs.org/read-cache/-/read-cache-1.0.0.tgz",
@@ -5131,6 +5939,16 @@
         "url": "https://github.com/sponsors/ljharb"
       }
     },
+    "node_modules/tailwind-merge": {
+      "version": "3.3.1",
+      "resolved": "https://registry.npmjs.org/tailwind-merge/-/tailwind-merge-3.3.1.tgz",
+      "integrity": "sha512-gBXpgUm/3rp1lMZZrM/w7D8GKqshif0zAymAhbCyIt8KMe+0v9DQ7cdYLR4FHH/cKpdTXb+A/tKKU3eolfsI+g==",
+      "license": "MIT",
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/dcastil"
+      }
+    },
     "node_modules/tailwindcss": {
       "version": "3.4.17",
       "resolved": "https://registry.npmjs.org/tailwindcss/-/tailwindcss-3.4.17.tgz",
@@ -5168,6 +5986,15 @@
         "node": ">=14.0.0"
       }
     },
+    "node_modules/tailwindcss-animate": {
+      "version": "1.0.7",
+      "resolved": "https://registry.npmjs.org/tailwindcss-animate/-/tailwindcss-animate-1.0.7.tgz",
+      "integrity": "sha512-bl6mpH3T7I3UFxuvDEXLxy/VuFxBk5bbzplh7tXI68mwMokNYd1t9qPBHlnyTwfa4JGC4zP516I1hYYtQ/vspA==",
+      "license": "MIT",
+      "peerDependencies": {
+        "tailwindcss": ">=3.0.0 || insiders"
+      }
+    },
     "node_modules/tailwindcss/node_modules/glob-parent": {
       "version": "6.0.2",
       "resolved": "https://registry.npmjs.org/glob-parent/-/glob-parent-6.0.2.tgz",
@@ -5437,6 +6264,49 @@
         "punycode": "^2.1.0"
       }
     },
+    "node_modules/use-callback-ref": {
+      "version": "1.3.3",
+      "resolved": "https://registry.npmjs.org/use-callback-ref/-/use-callback-ref-1.3.3.tgz",
+      "integrity": "sha512-jQL3lRnocaFtu3V00JToYz/4QkNWswxijDaCVNZRiRTO3HQDLsdu1ZtmIUvV4yPp+rvWm5j0y0TG/S61cuijTg==",
+      "license": "MIT",
+      "dependencies": {
+        "tslib": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/use-sidecar": {
+      "version": "1.1.3",
+      "resolved": "https://registry.npmjs.org/use-sidecar/-/use-sidecar-1.1.3.tgz",
+      "integrity": "sha512-Fedw0aZvkhynoPYlA5WXrMCAMm+nSWdZt6lzJQ7Ok8S6Q+VsHmHpRWndVRJ8Be0ZbkfPc5LRYH+5XrzXcEeLRQ==",
+      "license": "MIT",
+      "dependencies": {
+        "detect-node-es": "^1.1.0",
+        "tslib": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/use-sync-external-store": {
       "version": "1.5.0",
       "resolved": "https://registry.npmjs.org/use-sync-external-store/-/use-sync-external-store-1.5.0.tgz",

frontend/package.json

@@ -10,6 +10,10 @@
     "preview": "vite preview"
   },
   "dependencies": {
+    "@radix-ui/react-dialog": "^1.1.15",
+    "@radix-ui/react-popover": "^1.1.15",
+    "@radix-ui/react-select": "^2.2.6",
+    "@radix-ui/react-slot": "^1.2.3",
     "@tailwindcss/forms": "^0.5.10",
     "@tanstack/react-query": "^5.87.1",
     "@tanstack/react-router": "^1.131.36",
@@ -17,13 +21,19 @@
     "@tanstack/router-cli": "^1.131.36",
     "autoprefixer": "^10.4.21",
     "axios": "^1.11.0",
+    "class-variance-authority": "^0.7.1",
     "clsx": "^2.1.1",
+    "cmdk": "^1.1.1",
+    "date-fns": "^4.1.0",
     "lucide-react": "^0.542.0",
     "postcss": "^8.5.6",
     "react": "^19.1.1",
+    "react-day-picker": "^9.10.0",
     "react-dom": "^19.1.1",
     "recharts": "^3.2.0",
-    "tailwindcss": "^3.4.17"
+    "tailwind-merge": "^3.3.1",
+    "tailwindcss": "^3.4.17",
+    "tailwindcss-animate": "^1.0.7"
   },
   "devDependencies": {
     "@eslint/js": "^9.33.0",

frontend/src/components/Dashboard.tsx

@@ -15,7 +15,7 @@ import {
 } from "lucide-react";
 import { apiClient } from "../lib/api";
 import AccountsOverview from "./AccountsOverview";
-import TransactionsList from "./TransactionsList";
+import TransactionsTable from "./TransactionsTable";
 import Notifications from "./Notifications";
 import ErrorBoundary from "./ErrorBoundary";
 import { cn } from "../lib/utils";
@@ -177,7 +177,7 @@ export default function Dashboard() {
         <main className="flex-1 overflow-y-auto p-6">
           <ErrorBoundary>
             {activeTab === "overview" && <AccountsOverview />}
-            {activeTab === "transactions" && <TransactionsList />}
+            {activeTab === "transactions" && <TransactionsTable />}
             {activeTab === "analytics" && (
               <div className="bg-white rounded-lg shadow p-6">
                 <h3 className="text-lg font-medium text-gray-900 mb-4">

frontend/src/components/FiltersSkeleton.tsx

@@ -0,0 +1,70 @@
+export default function FiltersSkeleton() {
+  return (
+    <div className="bg-white rounded-lg shadow animate-pulse">
+      <div className="px-6 py-4 border-b border-gray-200">
+        <div className="flex items-center justify-between">
+          <div className="h-6 bg-gray-200 rounded w-32"></div>
+          <div className="flex items-center space-x-2">
+            <div className="h-8 bg-gray-200 rounded w-24"></div>
+            <div className="h-8 bg-gray-200 rounded w-20"></div>
+          </div>
+        </div>
+      </div>
+
+      <div className="px-6 py-4 border-b border-gray-200 bg-gray-50">
+        {/* Quick Date Filters Skeleton */}
+        <div className="mb-6">
+          <div className="h-4 bg-gray-200 rounded w-32 mb-3"></div>
+          <div className="space-y-2">
+            <div className="flex flex-wrap gap-2">
+              <div className="h-10 bg-gray-200 rounded-lg w-24"></div>
+              <div className="h-10 bg-gray-200 rounded-lg w-20"></div>
+              <div className="h-10 bg-gray-200 rounded-lg w-28"></div>
+            </div>
+            <div className="flex flex-wrap gap-2">
+              <div className="h-10 bg-gray-200 rounded-lg w-24"></div>
+              <div className="h-10 bg-gray-200 rounded-lg w-20"></div>
+            </div>
+          </div>
+        </div>
+
+        {/* Filter Fields Skeleton */}
+        <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
+          <div className="sm:col-span-2 lg:col-span-1">
+            <div className="h-4 bg-gray-200 rounded w-16 mb-1"></div>
+            <div className="h-10 bg-gray-200 rounded"></div>
+          </div>
+          <div>
+            <div className="h-4 bg-gray-200 rounded w-16 mb-1"></div>
+            <div className="h-10 bg-gray-200 rounded"></div>
+          </div>
+          <div>
+            <div className="h-4 bg-gray-200 rounded w-20 mb-1"></div>
+            <div className="h-10 bg-gray-200 rounded"></div>
+          </div>
+          <div>
+            <div className="h-4 bg-gray-200 rounded w-16 mb-1"></div>
+            <div className="h-10 bg-gray-200 rounded"></div>
+          </div>
+        </div>
+
+        {/* Amount Range Filters Skeleton */}
+        <div className="grid grid-cols-1 sm:grid-cols-2 gap-4 mt-4">
+          <div>
+            <div className="h-4 bg-gray-200 rounded w-20 mb-1"></div>
+            <div className="h-10 bg-gray-200 rounded"></div>
+          </div>
+          <div>
+            <div className="h-4 bg-gray-200 rounded w-20 mb-1"></div>
+            <div className="h-10 bg-gray-200 rounded"></div>
+          </div>
+        </div>
+      </div>
+
+      {/* Results Summary Skeleton */}
+      <div className="px-6 py-3 bg-gray-50 border-b border-gray-200">
+        <div className="h-4 bg-gray-200 rounded w-48"></div>
+      </div>
+    </div>
+  );
+}

frontend/src/components/TransactionSkeleton.tsx

@@ -0,0 +1,103 @@
+interface TransactionSkeletonProps {
+  rows?: number;
+  view?: "table" | "mobile";
+}
+
+export default function TransactionSkeleton({
+  rows = 5,
+  view = "table"
+}: TransactionSkeletonProps) {
+  const skeletonRows = Array.from({ length: rows }, (_, index) => index);
+
+  if (view === "mobile") {
+    return (
+      <div className="bg-white rounded-lg shadow divide-y divide-gray-200">
+        {skeletonRows.map((_, index) => (
+          <div key={index} className="p-4 animate-pulse">
+            <div className="flex items-start justify-between">
+              <div className="flex-1">
+                <div className="flex items-start space-x-3">
+                  <div className="p-2 rounded-full bg-gray-200 flex-shrink-0">
+                    <div className="h-4 w-4 bg-gray-300 rounded"></div>
+                  </div>
+                  <div className="flex-1 min-w-0 space-y-2">
+                    <div className="h-4 bg-gray-200 rounded w-3/4"></div>
+                    <div className="space-y-1">
+                      <div className="h-3 bg-gray-200 rounded w-1/2"></div>
+                      <div className="h-3 bg-gray-200 rounded w-2/3"></div>
+                      <div className="h-3 bg-gray-200 rounded w-1/3"></div>
+                    </div>
+                  </div>
+                </div>
+              </div>
+              <div className="text-right ml-3 flex-shrink-0 space-y-2">
+                <div className="h-6 bg-gray-200 rounded w-20"></div>
+                <div className="h-4 bg-gray-200 rounded w-16 ml-auto"></div>
+                <div className="h-6 bg-gray-200 rounded w-12 ml-auto"></div>
+              </div>
+            </div>
+          </div>
+        ))}
+      </div>
+    );
+  }
+
+  return (
+    <div className="bg-white rounded-lg shadow overflow-hidden">
+      <div className="overflow-x-auto">
+        <table className="min-w-full divide-y divide-gray-200">
+          <thead className="bg-gray-50">
+            <tr>
+              <th className="px-6 py-3 text-left">
+                <div className="h-4 bg-gray-200 rounded w-20 animate-pulse"></div>
+              </th>
+              <th className="px-6 py-3 text-left">
+                <div className="h-4 bg-gray-200 rounded w-16 animate-pulse"></div>
+              </th>
+              <th className="px-6 py-3 text-left">
+                <div className="h-4 bg-gray-200 rounded w-12 animate-pulse"></div>
+              </th>
+              <th className="px-6 py-3 text-left">
+                <div className="h-4 bg-gray-200 rounded w-8 animate-pulse"></div>
+              </th>
+            </tr>
+          </thead>
+          <tbody className="bg-white divide-y divide-gray-200">
+            {skeletonRows.map((_, index) => (
+              <tr key={index} className="animate-pulse">
+                <td className="px-6 py-4">
+                  <div className="flex items-start space-x-3">
+                    <div className="p-2 rounded-full bg-gray-200 flex-shrink-0">
+                      <div className="h-4 w-4 bg-gray-300 rounded"></div>
+                    </div>
+                    <div className="flex-1 space-y-2">
+                      <div className="h-4 bg-gray-200 rounded w-3/4"></div>
+                      <div className="space-y-1">
+                        <div className="h-3 bg-gray-200 rounded w-1/2"></div>
+                        <div className="h-3 bg-gray-200 rounded w-2/3"></div>
+                      </div>
+                    </div>
+                  </div>
+                </td>
+                <td className="px-6 py-4">
+                  <div className="text-right">
+                    <div className="h-6 bg-gray-200 rounded w-24 ml-auto mb-1"></div>
+                  </div>
+                </td>
+                <td className="px-6 py-4">
+                  <div className="space-y-1">
+                    <div className="h-4 bg-gray-200 rounded w-20"></div>
+                    <div className="h-3 bg-gray-200 rounded w-16"></div>
+                  </div>
+                </td>
+                <td className="px-6 py-4">
+                  <div className="h-6 bg-gray-200 rounded w-12"></div>
+                </td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+      </div>
+    </div>
+  );
+}

frontend/src/components/TransactionsList.tsx

@@ -1,378 +0,0 @@
-import { useState } from "react";
-import { useQuery } from "@tanstack/react-query";
-import {
-  Filter,
-  Search,
-  TrendingUp,
-  TrendingDown,
-  Calendar,
-  RefreshCw,
-  AlertCircle,
-  X,
-  Eye,
-} from "lucide-react";
-import { apiClient } from "../lib/api";
-import { formatCurrency, formatDate } from "../lib/utils";
-import LoadingSpinner from "./LoadingSpinner";
-import RawTransactionModal from "./RawTransactionModal";
-import type { Account, Transaction, ApiResponse } from "../types/api";
-
-export default function TransactionsList() {
-  const [searchTerm, setSearchTerm] = useState("");
-  const [selectedAccount, setSelectedAccount] = useState<string>("");
-  const [startDate, setStartDate] = useState("");
-  const [endDate, setEndDate] = useState("");
-  const [showFilters, setShowFilters] = useState(false);
-  const [showRawModal, setShowRawModal] = useState(false);
-  const [selectedTransaction, setSelectedTransaction] =
-    useState<Transaction | null>(null);
-
-  const { data: accounts } = useQuery<Account[]>({
-    queryKey: ["accounts"],
-    queryFn: apiClient.getAccounts,
-  });
-
-  const {
-    data: transactionsResponse,
-    isLoading: transactionsLoading,
-    error: transactionsError,
-    refetch: refetchTransactions,
-  } = useQuery<ApiResponse<Transaction[]>>({
-    queryKey: ["transactions", selectedAccount, startDate, endDate],
-    queryFn: () =>
-      apiClient.getTransactions({
-        accountId: selectedAccount || undefined,
-        startDate: startDate || undefined,
-        endDate: endDate || undefined,
-        summaryOnly: false, // Always fetch raw transaction data
-      }),
-  });
-
-  const transactions = transactionsResponse?.data || [];
-
-  const filteredTransactions = (transactions || []).filter(
-    (transaction: Transaction) => {
-      // Additional validation (API client should have already filtered out invalid ones)
-      if (!transaction || !transaction.account_id) {
-        console.warn(
-          "Invalid transaction found after API filtering:",
-          transaction,
-        );
-        return false;
-      }
-
-      const description = transaction.description || "";
-      const creditorName = transaction.creditor_name || "";
-      const debtorName = transaction.debtor_name || "";
-      const reference = transaction.reference || "";
-
-      const matchesSearch =
-        searchTerm === "" ||
-        description.toLowerCase().includes(searchTerm.toLowerCase()) ||
-        creditorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
-        debtorName.toLowerCase().includes(searchTerm.toLowerCase()) ||
-        reference.toLowerCase().includes(searchTerm.toLowerCase());
-
-      return matchesSearch;
-    },
-  );
-
-  const clearFilters = () => {
-    setSearchTerm("");
-    setSelectedAccount("");
-    setStartDate("");
-    setEndDate("");
-  };
-
-  const handleViewRaw = (transaction: Transaction) => {
-    setSelectedTransaction(transaction);
-    setShowRawModal(true);
-  };
-
-  const handleCloseModal = () => {
-    setShowRawModal(false);
-    setSelectedTransaction(null);
-  };
-
-  const hasActiveFilters =
-    searchTerm || selectedAccount || startDate || endDate;
-
-  if (transactionsLoading) {
-    return (
-      <div className="bg-white rounded-lg shadow">
-        <LoadingSpinner message="Loading transactions..." />
-      </div>
-    );
-  }
-
-  if (transactionsError) {
-    return (
-      <div className="bg-white rounded-lg shadow p-6">
-        <div className="flex items-center justify-center text-center">
-          <div>
-            <AlertCircle className="h-12 w-12 text-red-400 mx-auto mb-4" />
-            <h3 className="text-lg font-medium text-gray-900 mb-2">
-              Failed to load transactions
-            </h3>
-            <p className="text-gray-600 mb-4">
-              Unable to fetch transactions from the Leggen API.
-            </p>
-            <button
-              onClick={() => refetchTransactions()}
-              className="inline-flex items-center px-4 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700 transition-colors"
-            >
-              <RefreshCw className="h-4 w-4 mr-2" />
-              Retry
-            </button>
-          </div>
-        </div>
-      </div>
-    );
-  }
-
-  return (
-    <div className="space-y-6">
-      {/* Filters */}
-      <div className="bg-white rounded-lg shadow">
-        <div className="px-6 py-4 border-b border-gray-200">
-          <div className="flex items-center justify-between">
-            <h3 className="text-lg font-medium text-gray-900">Transactions</h3>
-            <div className="flex items-center space-x-2">
-              {hasActiveFilters && (
-                <button
-                  onClick={clearFilters}
-                  className="inline-flex items-center px-3 py-1 text-sm bg-gray-100 text-gray-700 rounded-full hover:bg-gray-200 transition-colors"
-                >
-                  <X className="h-3 w-3 mr-1" />
-                  Clear filters
-                </button>
-              )}
-              <button
-                onClick={() => setShowFilters(!showFilters)}
-                className="inline-flex items-center px-3 py-2 bg-blue-100 text-blue-700 rounded-md hover:bg-blue-200 transition-colors"
-              >
-                <Filter className="h-4 w-4 mr-2" />
-                Filters
-              </button>
-            </div>
-          </div>
-        </div>
-
-        {showFilters && (
-          <div className="px-6 py-4 border-b border-gray-200 bg-gray-50">
-            <div className="grid grid-cols-1 md:grid-cols-4 gap-4">
-              {/* Search */}
-              <div>
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  Search
-                </label>
-                <div className="relative">
-                  <Search className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
-                  <input
-                    type="text"
-                    value={searchTerm}
-                    onChange={(e) => setSearchTerm(e.target.value)}
-                    placeholder="Description, name, reference..."
-                    className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                  />
-                </div>
-              </div>
-
-              {/* Account Filter */}
-              <div>
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  Account
-                </label>
-                <select
-                  value={selectedAccount}
-                  onChange={(e) => setSelectedAccount(e.target.value)}
-                  className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                >
-                  <option value="">All accounts</option>
-                  {accounts?.map((account) => (
-                    <option key={account.id} value={account.id}>
-                      {account.name || "Unnamed Account"} (
-                      {account.institution_id})
-                    </option>
-                  ))}
-                </select>
-              </div>
-
-              {/* Start Date */}
-              <div>
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  Start Date
-                </label>
-                <div className="relative">
-                  <Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
-                  <input
-                    type="date"
-                    value={startDate}
-                    onChange={(e) => setStartDate(e.target.value)}
-                    className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                  />
-                </div>
-              </div>
-
-              {/* End Date */}
-              <div>
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  End Date
-                </label>
-                <div className="relative">
-                  <Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
-                  <input
-                    type="date"
-                    value={endDate}
-                    onChange={(e) => setEndDate(e.target.value)}
-                    className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                  />
-                </div>
-              </div>
-            </div>
-          </div>
-        )}
-
-        {/* Results Summary */}
-        <div className="px-6 py-3 bg-gray-50 border-b border-gray-200">
-          <p className="text-sm text-gray-600">
-            Showing {filteredTransactions.length} transaction
-            {filteredTransactions.length !== 1 ? "s" : ""}
-            {selectedAccount && accounts && (
-              <span className="ml-1">
-                for {accounts.find((acc) => acc.id === selectedAccount)?.name}
-              </span>
-            )}
-          </p>
-        </div>
-      </div>
-
-      {/* Transactions List */}
-      {filteredTransactions.length === 0 ? (
-        <div className="bg-white rounded-lg shadow p-6 text-center">
-          <div className="text-gray-400 mb-4">
-            <TrendingUp className="h-12 w-12 mx-auto" />
-          </div>
-          <h3 className="text-lg font-medium text-gray-900 mb-2">
-            No transactions found
-          </h3>
-          <p className="text-gray-600">
-            {hasActiveFilters
-              ? "Try adjusting your filters to see more results."
-              : "No transactions are available for the selected criteria."}
-          </p>
-        </div>
-      ) : (
-        <div className="bg-white rounded-lg shadow divide-y divide-gray-200">
-          {filteredTransactions.map((transaction: Transaction) => {
-            const account = accounts?.find(
-              (acc) => acc.id === transaction.account_id,
-            );
-            const isPositive = transaction.transaction_value > 0;
-
-            return (
-              <div
-                key={`${transaction.account_id}-${transaction.transaction_id}`}
-                className="p-6 hover:bg-gray-50 transition-colors"
-              >
-                <div className="flex items-start justify-between">
-                  <div className="flex-1">
-                    <div className="flex items-start space-x-3">
-                      <div
-                        className={`p-2 rounded-full ${
-                          isPositive ? "bg-green-100" : "bg-red-100"
-                        }`}
-                      >
-                        {isPositive ? (
-                          <TrendingUp className="h-4 w-4 text-green-600" />
-                        ) : (
-                          <TrendingDown className="h-4 w-4 text-red-600" />
-                        )}
-                      </div>
-
-                      <div className="flex-1">
-                        <h4 className="text-sm font-medium text-gray-900 mb-1">
-                          {transaction.description}
-                        </h4>
-
-                        <div className="text-xs text-gray-500 space-y-1">
-                          {account && (
-                            <p>
-                              {account.name || "Unnamed Account"} •{" "}
-                              {account.institution_id}
-                            </p>
-                          )}
-
-                          {(transaction.creditor_name ||
-                            transaction.debtor_name) && (
-                            <p>
-                              {isPositive ? "From: " : "To: "}
-                              {transaction.creditor_name ||
-                                transaction.debtor_name}
-                            </p>
-                          )}
-
-                          {transaction.reference && (
-                            <p>Ref: {transaction.reference}</p>
-                          )}
-
-                          {transaction.internal_transaction_id && (
-                            <p>ID: {transaction.internal_transaction_id}</p>
-                          )}
-                        </div>
-                      </div>
-                    </div>
-                  </div>
-
-                  <div className="text-right ml-4">
-                    <div className="flex items-center justify-end space-x-2 mb-2">
-                      <button
-                        onClick={() => handleViewRaw(transaction)}
-                        className="inline-flex items-center px-2 py-1 text-xs bg-gray-100 text-gray-700 rounded hover:bg-gray-200 transition-colors"
-                        title="View raw transaction data"
-                      >
-                        <Eye className="h-3 w-3 mr-1" />
-                        Raw
-                      </button>
-                    </div>
-                    <p
-                      className={`text-lg font-semibold ${
-                        isPositive ? "text-green-600" : "text-red-600"
-                      }`}
-                    >
-                      {isPositive ? "+" : ""}
-                      {formatCurrency(
-                        transaction.transaction_value,
-                        transaction.transaction_currency,
-                      )}
-                    </p>
-                    <p className="text-sm text-gray-500">
-                      {transaction.transaction_date
-                        ? formatDate(transaction.transaction_date)
-                        : "No date"}
-                    </p>
-                    {transaction.booking_date &&
-                      transaction.booking_date !==
-                        transaction.transaction_date && (
-                        <p className="text-xs text-gray-400">
-                          Booked: {formatDate(transaction.booking_date)}
-                        </p>
-                      )}
-                  </div>
-                </div>
-              </div>
-            );
-          })}
-        </div>
-      )}
-
-      {/* Raw Transaction Modal */}
-      <RawTransactionModal
-        isOpen={showRawModal}
-        onClose={handleCloseModal}
-        rawTransaction={selectedTransaction?.raw_transaction}
-        transactionId={selectedTransaction?.transaction_id || "unknown"}
-      />
-    </div>
-  );
-}

frontend/src/components/TransactionsTable.tsx

@@ -13,68 +13,95 @@ import type {
   ColumnFiltersState,
 } from "@tanstack/react-table";
 import {
-  Filter,
-  Search,
   TrendingUp,
   TrendingDown,
-  Calendar,
   RefreshCw,
   AlertCircle,
-  X,
   Eye,
   ChevronUp,
   ChevronDown,
 } from "lucide-react";
 import { apiClient } from "../lib/api";
 import { formatCurrency, formatDate } from "../lib/utils";
-import LoadingSpinner from "./LoadingSpinner";
+import TransactionSkeleton from "./TransactionSkeleton";
+import FiltersSkeleton from "./FiltersSkeleton";
 import RawTransactionModal from "./RawTransactionModal";
-import type { Account, Transaction, ApiResponse } from "../types/api";
+import { FilterBar, type FilterState } from "./filters";
+import type { Account, Transaction, ApiResponse, Balance } from "../types/api";
 
 export default function TransactionsTable() {
-  const [searchTerm, setSearchTerm] = useState("");
-  const [selectedAccount, setSelectedAccount] = useState<string>("");
-  const [startDate, setStartDate] = useState("");
-  const [endDate, setEndDate] = useState("");
-  const [minAmount, setMinAmount] = useState("");
-  const [maxAmount, setMaxAmount] = useState("");
-  const [showFilters, setShowFilters] = useState(false);
+  // Filter state consolidated into a single object
+  const [filterState, setFilterState] = useState<FilterState>({
+    searchTerm: "",
+    selectedAccount: "",
+    startDate: "",
+    endDate: "",
+    minAmount: "",
+    maxAmount: "",
+  });
+
   const [showRawModal, setShowRawModal] = useState(false);
   const [selectedTransaction, setSelectedTransaction] =
     useState<Transaction | null>(null);
+  const [showRunningBalance, setShowRunningBalance] = useState(true);
 
   // Pagination state
   const [currentPage, setCurrentPage] = useState(1);
   const [perPage, setPerPage] = useState(50);
 
   // Debounced search state
-  const [debouncedSearchTerm, setDebouncedSearchTerm] = useState(searchTerm);
+  const [debouncedSearchTerm, setDebouncedSearchTerm] = useState(filterState.searchTerm);
 
   // Table state (remove pagination from table)
   const [sorting, setSorting] = useState<SortingState>([]);
   const [columnFilters, setColumnFilters] = useState<ColumnFiltersState>([]);
 
+  // Helper function to update filter state
+  const handleFilterChange = (key: keyof FilterState, value: string) => {
+    setFilterState((prev) => ({ ...prev, [key]: value }));
+  };
+
+  // Helper function to clear all filters
+  const handleClearFilters = () => {
+    setFilterState({
+      searchTerm: "",
+      selectedAccount: "",
+      startDate: "",
+      endDate: "",
+      minAmount: "",
+      maxAmount: "",
+    });
+    setColumnFilters([]);
+    setCurrentPage(1);
+  };
+
   // Debounce search term to prevent excessive API calls
   useEffect(() => {
     const timer = setTimeout(() => {
-      setDebouncedSearchTerm(searchTerm);
+      setDebouncedSearchTerm(filterState.searchTerm);
     }, 300); // 300ms delay
 
     return () => clearTimeout(timer);
-  }, [searchTerm]);
+  }, [filterState.searchTerm]);
 
   // Reset pagination when search term changes
   useEffect(() => {
-    if (debouncedSearchTerm !== searchTerm) {
+    if (debouncedSearchTerm !== filterState.searchTerm) {
       setCurrentPage(1);
     }
-  }, [debouncedSearchTerm, searchTerm]);
+  }, [debouncedSearchTerm, filterState.searchTerm]);
 
   const { data: accounts } = useQuery<Account[]>({
     queryKey: ["accounts"],
     queryFn: apiClient.getAccounts,
   });
 
+  const { data: balances } = useQuery<Balance[]>({
+    queryKey: ["balances"],
+    queryFn: apiClient.getBalances,
+    enabled: showRunningBalance,
+  });
+
   const {
     data: transactionsResponse,
     isLoading: transactionsLoading,
@@ -83,22 +110,26 @@ export default function TransactionsTable() {
   } = useQuery<ApiResponse<Transaction[]>>({
     queryKey: [
       "transactions",
-      selectedAccount,
-      startDate,
-      endDate,
+      filterState.selectedAccount,
+      filterState.startDate,
+      filterState.endDate,
       currentPage,
       perPage,
       debouncedSearchTerm,
+      filterState.minAmount,
+      filterState.maxAmount,
     ],
     queryFn: () =>
       apiClient.getTransactions({
-        accountId: selectedAccount || undefined,
-        startDate: startDate || undefined,
-        endDate: endDate || undefined,
+        accountId: filterState.selectedAccount || undefined,
+        startDate: filterState.startDate || undefined,
+        endDate: filterState.endDate || undefined,
         page: currentPage,
         perPage: perPage,
         search: debouncedSearchTerm || undefined,
         summaryOnly: false,
+        minAmount: filterState.minAmount ? parseFloat(filterState.minAmount) : undefined,
+        maxAmount: filterState.maxAmount ? parseFloat(filterState.maxAmount) : undefined,
       }),
   });
 
@@ -106,7 +137,7 @@ export default function TransactionsTable() {
   const pagination = transactionsResponse?.pagination;
 
   // Check if search is currently debouncing
-  const isSearchLoading = searchTerm !== debouncedSearchTerm;
+  const isSearchLoading = filterState.searchTerm !== debouncedSearchTerm;
 
   // Reset pagination when total becomes 0 (no results)
   useEffect(() => {
@@ -115,46 +146,10 @@ export default function TransactionsTable() {
     }
   }, [pagination, currentPage]);
 
-  const clearFilters = () => {
-    setSearchTerm("");
-    setSelectedAccount("");
-    setStartDate("");
-    setEndDate("");
-    setMinAmount("");
-    setMaxAmount("");
-    setColumnFilters([]);
-    setCurrentPage(1); // Reset to first page when clearing filters
-  };
-
-  const setQuickDateFilter = (days: number) => {
-    const endDate = new Date();
-    const startDate = new Date();
-    startDate.setDate(endDate.getDate() - days);
-
-    setStartDate(startDate.toISOString().split("T")[0]);
-    setEndDate(endDate.toISOString().split("T")[0]);
-    setCurrentPage(1); // Reset to first page when changing date filters
-  };
-
-  const setThisMonthFilter = () => {
-    const now = new Date();
-    const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1);
-    const endOfMonth = new Date(now.getFullYear(), now.getMonth() + 1, 0);
-
-    setStartDate(startOfMonth.toISOString().split("T")[0]);
-    setEndDate(endOfMonth.toISOString().split("T")[0]);
-    setCurrentPage(1); // Reset to first page when changing date filters
-  };
-
-  // Reset pagination when account filter changes
+  // Reset pagination when filters change
   useEffect(() => {
     setCurrentPage(1);
-  }, [selectedAccount]);
-
-  // Reset pagination when date filters change
-  useEffect(() => {
-    setCurrentPage(1);
-  }, [startDate, endDate]);
+  }, [filterState.selectedAccount, filterState.startDate, filterState.endDate, filterState.minAmount, filterState.maxAmount]);
 
   const handleViewRaw = (transaction: Transaction) => {
     setSelectedTransaction(transaction);
@@ -167,12 +162,57 @@ export default function TransactionsTable() {
   };
 
   const hasActiveFilters =
-    searchTerm ||
-    selectedAccount ||
-    startDate ||
-    endDate ||
-    minAmount ||
-    maxAmount;
+    filterState.searchTerm ||
+    filterState.selectedAccount ||
+    filterState.startDate ||
+    filterState.endDate ||
+    filterState.minAmount ||
+    filterState.maxAmount;
+
+  // Calculate running balances
+  const calculateRunningBalances = (transactions: Transaction[]) => {
+    if (!balances || !showRunningBalance) return {};
+
+    const runningBalances: { [key: string]: number } = {};
+    const accountBalanceMap = new Map<string, number>();
+
+    // Create a map of account current balances
+    balances.forEach(balance => {
+      if (balance.balance_type === 'expected') {
+        accountBalanceMap.set(balance.account_id, balance.balance_amount);
+      }
+    });
+
+    // Group transactions by account
+    const transactionsByAccount = new Map<string, Transaction[]>();
+    transactions.forEach(txn => {
+      if (!transactionsByAccount.has(txn.account_id)) {
+        transactionsByAccount.set(txn.account_id, []);
+      }
+      transactionsByAccount.get(txn.account_id)!.push(txn);
+    });
+
+    // Calculate running balance for each account
+    transactionsByAccount.forEach((accountTransactions, accountId) => {
+      const currentBalance = accountBalanceMap.get(accountId) || 0;
+      let runningBalance = currentBalance;
+
+      // Sort transactions by date (newest first) to work backwards
+      const sortedTransactions = [...accountTransactions].sort((a, b) =>
+        new Date(b.transaction_date).getTime() - new Date(a.transaction_date).getTime()
+      );
+
+      // Calculate running balance by working backwards from current balance
+      sortedTransactions.forEach((txn) => {
+        runningBalances[`${txn.account_id}-${txn.transaction_id}`] = runningBalance;
+        runningBalance -= txn.transaction_value;
+      });
+    });
+
+    return runningBalances;
+  };
+
+  const runningBalances = calculateRunningBalances(transactions);
 
   // Define columns
   const columns: ColumnDef<Transaction>[] = [
@@ -249,6 +289,25 @@ export default function TransactionsTable() {
       },
       sortingFn: "basic",
     },
+    ...(showRunningBalance ? [{
+      id: "running_balance",
+      header: "Running Balance",
+      cell: ({ row }: { row: { original: Transaction } }) => {
+        const transaction = row.original;
+        const balanceKey = `${transaction.account_id}-${transaction.transaction_id}`;
+        const balance = runningBalances[balanceKey];
+
+        if (balance === undefined) return null;
+
+        return (
+          <div className="text-right">
+            <p className="text-sm font-medium text-gray-900">
+              {formatCurrency(balance, transaction.transaction_currency)}
+            </p>
+          </div>
+        );
+      },
+    }] : []),
     {
       accessorKey: "transaction_date",
       header: "Date",
@@ -300,9 +359,9 @@ export default function TransactionsTable() {
     state: {
       sorting,
       columnFilters,
-      globalFilter: searchTerm,
+      globalFilter: filterState.searchTerm,
     },
-    onGlobalFilterChange: setSearchTerm,
+    onGlobalFilterChange: (value: string) => handleFilterChange("searchTerm", value),
     globalFilterFn: (row, _columnId, filterValue) => {
       // Custom global filter that searches multiple fields
       const transaction = row.original;
@@ -324,8 +383,12 @@ export default function TransactionsTable() {
 
   if (transactionsLoading) {
     return (
-      <div className="bg-white rounded-lg shadow">
-        <LoadingSpinner message="Loading transactions..." />
+      <div className="space-y-6">
+        <FiltersSkeleton />
+        <TransactionSkeleton rows={10} view="table" />
+        <div className="md:hidden">
+          <TransactionSkeleton rows={10} view="mobile" />
+        </div>
       </div>
     );
   }
@@ -357,169 +420,19 @@ export default function TransactionsTable() {
 
   return (
     <div className="space-y-6">
-      {/* Filters */}
-      <div className="bg-white rounded-lg shadow">
-        <div className="px-6 py-4 border-b border-gray-200">
-          <div className="flex items-center justify-between">
-            <h3 className="text-lg font-medium text-gray-900">Transactions</h3>
-            <div className="flex items-center space-x-2">
-              {hasActiveFilters && (
-                <button
-                  onClick={clearFilters}
-                  className="inline-flex items-center px-3 py-1 text-sm bg-gray-100 text-gray-700 rounded-full hover:bg-gray-200 transition-colors"
-                >
-                  <X className="h-3 w-3 mr-1" />
-                  Clear filters
-                </button>
-              )}
-              <button
-                onClick={() => setShowFilters(!showFilters)}
-                className="inline-flex items-center px-3 py-2 bg-blue-100 text-blue-700 rounded-md hover:bg-blue-200 transition-colors"
-              >
-                <Filter className="h-4 w-4 mr-2" />
-                Filters
-              </button>
-            </div>
-          </div>
-        </div>
+      {/* New FilterBar */}
+      <FilterBar
+        filterState={filterState}
+        onFilterChange={handleFilterChange}
+        onClearFilters={handleClearFilters}
+        accounts={accounts}
+        isSearchLoading={isSearchLoading}
+        showRunningBalance={showRunningBalance}
+        onToggleRunningBalance={() => setShowRunningBalance(!showRunningBalance)}
+      />
 
-        {showFilters && (
-          <div className="px-6 py-4 border-b border-gray-200 bg-gray-50">
-            {/* Quick Date Filters */}
-            <div className="mb-4">
-              <label className="block text-sm font-medium text-gray-700 mb-2">
-                Quick Filters
-              </label>
-              <div className="flex flex-wrap gap-2">
-                <button
-                  onClick={() => setQuickDateFilter(7)}
-                  className="px-3 py-1 text-sm bg-blue-100 text-blue-700 rounded-full hover:bg-blue-200 transition-colors"
-                >
-                  Last 7 days
-                </button>
-                <button
-                  onClick={() => setQuickDateFilter(30)}
-                  className="px-3 py-1 text-sm bg-blue-100 text-blue-700 rounded-full hover:bg-blue-200 transition-colors"
-                >
-                  Last 30 days
-                </button>
-                <button
-                  onClick={setThisMonthFilter}
-                  className="px-3 py-1 text-sm bg-blue-100 text-blue-700 rounded-full hover:bg-blue-200 transition-colors"
-                >
-                  This month
-                </button>
-              </div>
-            </div>
-
-            <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-4">
-              {/* Search */}
-              <div className="sm:col-span-2 lg:col-span-1">
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  Search
-                </label>
-                <div className="relative">
-                  <Search className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
-                  <input
-                    type="text"
-                    value={searchTerm}
-                    onChange={(e) => setSearchTerm(e.target.value)}
-                    placeholder="Description, name, reference..."
-                    className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                  />
-                  {isSearchLoading && (
-                    <div className="absolute right-3 top-1/2 transform -translate-y-1/2">
-                      <div className="animate-spin h-4 w-4 border-2 border-gray-300 border-t-blue-500 rounded-full"></div>
-                    </div>
-                  )}
-                </div>
-              </div>
-
-              {/* Account Filter */}
-              <div>
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  Account
-                </label>
-                <select
-                  value={selectedAccount}
-                  onChange={(e) => setSelectedAccount(e.target.value)}
-                  className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                >
-                  <option value="">All accounts</option>
-                  {accounts?.map((account) => (
-                    <option key={account.id} value={account.id}>
-                      {account.name || "Unnamed Account"} ({account.institution_id})
-                    </option>
-                  ))}
-                </select>
-              </div>
-
-              {/* Start Date */}
-              <div>
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  Start Date
-                </label>
-                <div className="relative">
-                  <Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
-                  <input
-                    type="date"
-                    value={startDate}
-                    onChange={(e) => setStartDate(e.target.value)}
-                    className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                  />
-                </div>
-              </div>
-
-              {/* End Date */}
-              <div>
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  End Date
-                </label>
-                <div className="relative">
-                  <Calendar className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
-                  <input
-                    type="date"
-                    value={endDate}
-                    onChange={(e) => setEndDate(e.target.value)}
-                    className="pl-10 pr-3 py-2 w-full border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                  />
-                </div>
-              </div>
-            </div>
-
-            {/* Amount Range Filters */}
-            <div className="grid grid-cols-1 sm:grid-cols-2 gap-4 mt-4">
-              <div>
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  Min Amount
-                </label>
-                <input
-                  type="number"
-                  value={minAmount}
-                  onChange={(e) => setMinAmount(e.target.value)}
-                  placeholder="0.00"
-                  step="0.01"
-                  className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                />
-              </div>
-              <div>
-                <label className="block text-sm font-medium text-gray-700 mb-1">
-                  Max Amount
-                </label>
-                <input
-                  type="number"
-                  value={maxAmount}
-                  onChange={(e) => setMaxAmount(e.target.value)}
-                  placeholder="1000.00"
-                  step="0.01"
-                  className="w-full border border-gray-300 rounded-md px-3 py-2 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:border-blue-500"
-                />
-              </div>
-            </div>
-          </div>
-        )}
-
-        {/* Results Summary */}
+      {/* Results Summary */}
+      <div className="bg-white rounded-lg shadow border">
         <div className="px-6 py-3 bg-gray-50 border-b border-gray-200">
           <p className="text-sm text-gray-600">
             Showing {transactions.length} transaction
@@ -537,9 +450,9 @@ export default function TransactionsTable() {
               "loading..."
             )}
             )
-            {selectedAccount && accounts && (
+            {filterState.selectedAccount && accounts && (
               <span className="ml-1">
-                for {accounts.find((acc) => acc.id === selectedAccount)?.name}
+                for {accounts.find((acc) => acc.id === filterState.selectedAccount)?.name}
               </span>
             )}
           </p>
@@ -724,6 +637,14 @@ export default function TransactionsTable() {
                             transaction.transaction_currency,
                           )}
                         </p>
+                        {showRunningBalance && (
+                          <p className="text-xs text-gray-500 mb-1">
+                            Balance: {formatCurrency(
+                              runningBalances[`${transaction.account_id}-${transaction.transaction_id}`] || 0,
+                              transaction.transaction_currency,
+                            )}
+                          </p>
+                        )}
                         <button
                           onClick={() => handleViewRaw(transaction)}
                           className="inline-flex items-center px-2 py-1 text-xs bg-gray-100 text-gray-700 rounded hover:bg-gray-200 transition-colors"
@@ -781,7 +702,7 @@ export default function TransactionsTable() {
                 </button>
               </div>
             </div>
-            
+
             {/* Mobile pagination info */}
             <div className="text-center w-full sm:hidden">
               <p className="text-sm text-gray-700">

frontend/src/components/analytics/BalanceChart.tsx

@@ -1,6 +1,6 @@
 import {
-  LineChart,
-  Line,
+  AreaChart,
+  Area,
   XAxis,
   YAxis,
   CartesianGrid,
@@ -8,10 +8,11 @@ import {
   ResponsiveContainer,
   Legend,
 } from "recharts";
-import type { Balance } from "../../types/api";
+import type { Balance, Account } from "../../types/api";
 
 interface BalanceChartProps {
   data: Balance[];
+  accounts: Account[];
   className?: string;
 }
 
@@ -26,16 +27,43 @@ interface AggregatedDataPoint {
   [key: string]: string | number;
 }
 
-export default function BalanceChart({ data, className }: BalanceChartProps) {
+export default function BalanceChart({ data, accounts, className }: BalanceChartProps) {
+  // Create a lookup map for account info
+  const accountMap = accounts.reduce((map, account) => {
+    map[account.id] = account;
+    return map;
+  }, {} as Record<string, Account>);
+
+  // Helper function to get bank name from institution_id
+  const getBankName = (institutionId: string): string => {
+    const bankMapping: Record<string, string> = {
+      'REVOLUT_REVOLT21': 'Revolut',
+      'NUBANK_NUPBBR25': 'Nu Pagamentos',
+      'BANCOBPI_BBPIPTPL': 'Banco BPI',
+      // Add more mappings as needed
+    };
+    return bankMapping[institutionId] || institutionId.split('_')[0];
+  };
+
+  // Helper function to create display name for account
+  const getAccountDisplayName = (accountId: string): string => {
+    const account = accountMap[accountId];
+    if (account) {
+      const bankName = getBankName(account.institution_id);
+      const accountName = account.name || `Account ${accountId.split('-')[1]}`;
+      return `${bankName} - ${accountName}`;
+    }
+    return `Account ${accountId.split('-')[1]}`;
+  };
   // Process balance data for the chart
   const chartData = data
     .filter((balance) => balance.balance_type === "closingBooked")
     .map((balance) => ({
-      date: new Date(balance.reference_date).toLocaleDateString(),
+      date: new Date(balance.reference_date).toLocaleDateString('en-GB'), // DD/MM/YYYY format
       balance: balance.balance_amount,
       account_id: balance.account_id,
     }))
-    .sort((a, b) => new Date(a.date).getTime() - new Date(b.date).getTime());
+    .sort((a, b) => new Date(a.date.split('/').reverse().join('/')).getTime() - new Date(b.date.split('/').reverse().join('/')).getTime());
 
   // Group by account and aggregate
   const accountBalances: { [key: string]: ChartDataPoint[] } = {};
@@ -58,7 +86,7 @@ export default function BalanceChart({ data, className }: BalanceChartProps) {
   });
 
   const finalData = Object.values(aggregatedData).sort(
-    (a, b) => new Date(a.date).getTime() - new Date(b.date).getTime()
+    (a, b) => new Date(a.date.split('/').reverse().join('/')).getTime() - new Date(b.date.split('/').reverse().join('/')).getTime()
   );
 
   const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
@@ -83,14 +111,16 @@ export default function BalanceChart({ data, className }: BalanceChartProps) {
       </h3>
       <div className="h-80">
         <ResponsiveContainer width="100%" height="100%">
-          <LineChart data={finalData}>
+          <AreaChart data={finalData}>
             <CartesianGrid strokeDasharray="3 3" />
             <XAxis
               dataKey="date"
               tick={{ fontSize: 12 }}
               tickFormatter={(value) => {
-                const date = new Date(value);
-                return date.toLocaleDateString(undefined, {
+                // Convert DD/MM/YYYY back to a proper date for formatting
+                const [day, month, year] = value.split('/');
+                const date = new Date(year, month - 1, day);
+                return date.toLocaleDateString('en-GB', {
                   month: "short",
                   day: "numeric",
                 });
@@ -101,25 +131,25 @@ export default function BalanceChart({ data, className }: BalanceChartProps) {
               tickFormatter={(value) => `€${value.toLocaleString()}`}
             />
             <Tooltip
-              formatter={(value: number) => [
+              formatter={(value: number, name: string) => [
                 `€${value.toLocaleString()}`,
-                "Balance",
+                getAccountDisplayName(name),
               ]}
               labelFormatter={(label) => `Date: ${label}`}
             />
             <Legend />
             {Object.keys(accountBalances).map((accountId, index) => (
-              <Line
+              <Area
                 key={accountId}
                 type="monotone"
                 dataKey={accountId}
+                stackId="1"
+                fill={colors[index % colors.length]}
                 stroke={colors[index % colors.length]}
-                strokeWidth={2}
-                dot={{ r: 4 }}
-                name={`Account ${accountId.split('-')[1]}`}
+                name={getAccountDisplayName(accountId)}
               />
             ))}
-          </LineChart>
+          </AreaChart>
         </ResponsiveContainer>
       </div>
     </div>

frontend/src/components/analytics/MonthlyTrends.tsx

@@ -12,14 +12,9 @@ import apiClient from "../../lib/api";
 
 interface MonthlyTrendsProps {
   className?: string;
+  days?: number;
 }
 
-interface MonthlyData {
-  month: string;
-  income: number;
-  expenses: number;
-  net: number;
-}
 
 interface TooltipProps {
   active?: boolean;
@@ -31,61 +26,25 @@ interface TooltipProps {
   label?: string;
 }
 
-export default function MonthlyTrends({ className }: MonthlyTrendsProps) {
-  // Get transactions for the last 12 months
-  const { data: transactions, isLoading } = useQuery({
-    queryKey: ["transactions", "monthly-trends"],
+export default function MonthlyTrends({ className, days = 365 }: MonthlyTrendsProps) {
+  // Get pre-calculated monthly stats from the new endpoint
+  const { data: monthlyData, isLoading } = useQuery({
+    queryKey: ["monthly-stats", days],
     queryFn: async () => {
-      const response = await apiClient.getTransactions({
-        startDate: new Date(
-          Date.now() - 365 * 24 * 60 * 60 * 1000
-        ).toISOString().split("T")[0],
-        endDate: new Date().toISOString().split("T")[0],
-        perPage: 1000,
-      });
-      return response.data;
+      return await apiClient.getMonthlyTransactionStats(days);
     },
   });
 
-  // Process transactions into monthly data
-  const monthlyData: MonthlyData[] = [];
-  
-  if (transactions) {
-    const monthlyMap: { [key: string]: MonthlyData } = {};
-    
-    transactions.forEach((transaction) => {
-      const date = new Date(transaction.transaction_date);
-      const monthKey = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
-      
-      if (!monthlyMap[monthKey]) {
-        monthlyMap[monthKey] = {
-          month: date.toLocaleDateString(undefined, { 
-            year: 'numeric', 
-            month: 'short' 
-          }),
-          income: 0,
-          expenses: 0,
-          net: 0,
-        };
-      }
-      
-      if (transaction.transaction_value > 0) {
-        monthlyMap[monthKey].income += transaction.transaction_value;
-      } else {
-        monthlyMap[monthKey].expenses += Math.abs(transaction.transaction_value);
-      }
-      
-      monthlyMap[monthKey].net = monthlyMap[monthKey].income - monthlyMap[monthKey].expenses;
-    });
-    
-    // Convert to array and sort by date
-    monthlyData.push(
-      ...Object.entries(monthlyMap)
-        .sort(([a], [b]) => a.localeCompare(b))
-        .map(([, data]) => data)
-        .slice(-12) // Last 12 months
-    );
-  }
+  // Calculate number of months to display based on days filter
+  const getMonthsToDisplay = (days: number): number => {
+    if (days <= 30) return 1;
+    if (days <= 180) return 6;
+    if (days <= 365) return 12;
+    return Math.ceil(days / 30);
+  };
+
+  const monthsToDisplay = getMonthsToDisplay(days);
+  const displayData = monthlyData ? monthlyData.slice(-monthsToDisplay) : [];
 
   if (isLoading) {
     return (
@@ -100,7 +59,7 @@ export default function MonthlyTrends({ className }: MonthlyTrendsProps) {
     );
   }
 
-  if (monthlyData.length === 0) {
+  if (displayData.length === 0) {
     return (
       <div className={className}>
         <h3 className="text-lg font-medium text-gray-900 mb-4">
@@ -129,23 +88,31 @@ export default function MonthlyTrends({ className }: MonthlyTrendsProps) {
     return null;
   };
 
+  // Generate dynamic title based on time period
+  const getTitle = (days: number): string => {
+    if (days <= 30) return "Monthly Spending Trends (Last 30 Days)";
+    if (days <= 180) return "Monthly Spending Trends (Last 6 Months)";
+    if (days <= 365) return "Monthly Spending Trends (Last 12 Months)";
+    return `Monthly Spending Trends (Last ${Math.ceil(days / 30)} Months)`;
+  };
+
   return (
     <div className={className}>
       <h3 className="text-lg font-medium text-gray-900 mb-4">
-        Monthly Spending Trends (Last 12 Months)
+        {getTitle(days)}
       </h3>
       <div className="h-80">
         <ResponsiveContainer width="100%" height="100%">
-          <BarChart data={monthlyData} margin={{ top: 20, right: 30, left: 20, bottom: 5 }}>
+          <BarChart data={displayData} margin={{ top: 20, right: 30, left: 20, bottom: 5 }}>
             <CartesianGrid strokeDasharray="3 3" />
-            <XAxis 
-              dataKey="month" 
+            <XAxis
+              dataKey="month"
               tick={{ fontSize: 12 }}
               angle={-45}
               textAnchor="end"
               height={60}
             />
-            <YAxis 
+            <YAxis
               tick={{ fontSize: 12 }}
               tickFormatter={(value) => `€${value.toLocaleString()}`}
             />
@@ -167,4 +134,4 @@ export default function MonthlyTrends({ className }: MonthlyTrendsProps) {
       </div>
     </div>
   );
-}
+}

frontend/src/components/analytics/TimePeriodFilter.tsx

@@ -0,0 +1,39 @@
+import { Calendar } from "lucide-react";
+import type { TimePeriod } from "../../lib/timePeriods";
+import { TIME_PERIODS } from "../../lib/timePeriods";
+
+interface TimePeriodFilterProps {
+  selectedPeriod: TimePeriod;
+  onPeriodChange: (period: TimePeriod) => void;
+  className?: string;
+}
+
+export default function TimePeriodFilter({
+  selectedPeriod,
+  onPeriodChange,
+  className = "",
+}: TimePeriodFilterProps) {
+  return (
+    <div className={`flex items-center gap-4 ${className}`}>
+      <div className="flex items-center gap-2 text-gray-700">
+        <Calendar size={20} />
+        <span className="font-medium">Time Period:</span>
+      </div>
+      <div className="flex gap-2">
+        {TIME_PERIODS.map((period) => (
+          <button
+            key={period.value}
+            onClick={() => onPeriodChange(period)}
+            className={`px-4 py-2 text-sm font-medium rounded-md transition-colors ${
+              selectedPeriod.value === period.value
+                ? "bg-blue-600 text-white"
+                : "bg-gray-100 text-gray-700 hover:bg-gray-200"
+            }`}
+          >
+            {period.label}
+          </button>
+        ))}
+      </div>
+    </div>
+  );
+}

frontend/src/components/analytics/TransactionDistribution.tsx

@@ -30,17 +30,33 @@ export default function TransactionDistribution({
   accounts,
   className,
 }: TransactionDistributionProps) {
+  // Helper function to get bank name from institution_id
+  const getBankName = (institutionId: string): string => {
+    const bankMapping: Record<string, string> = {
+      'REVOLUT_REVOLT21': 'Revolut',
+      'NUBANK_NUPBBR25': 'Nu Pagamentos',
+      'BANCOBPI_BBPIPTPL': 'Banco BPI',
+      // TODO: Add more bank mappings as needed
+    };
+    return bankMapping[institutionId] || institutionId.split('_')[0];
+  };
+
+  // Helper function to create display name for account
+  const getAccountDisplayName = (account: Account): string => {
+    const bankName = getBankName(account.institution_id);
+    const accountName = account.name || `Account ${account.id.split('-')[1]}`;
+    return `${bankName} - ${accountName}`;
+  };
+
   // Create pie chart data from account balances
   const pieData: PieDataPoint[] = accounts.map((account, index) => {
-    const closingBalance = account.balances.find(
-      (balance) => balance.balance_type === "closingBooked"
-    );
+    const primaryBalance = account.balances?.[0]?.amount || 0;
     
     const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
     
     return {
-      name: account.name || `Account ${account.id.split('-')[1]}`,
-      value: closingBalance?.amount || 0,
+      name: getAccountDisplayName(account),
+      value: primaryBalance,
       color: colors[index % colors.length],
     };
   });

frontend/src/components/filters/AccountCombobox.tsx

@@ -0,0 +1,118 @@
+import { useState } from "react";
+import { Check, ChevronDown, Building2 } from "lucide-react";
+
+import { cn } from "@/lib/utils";
+import { Button } from "@/components/ui/button";
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from "@/components/ui/command";
+import { Popover, PopoverContent, PopoverTrigger } from "@/components/ui/popover";
+import type { Account } from "../../types/api";
+
+export interface AccountComboboxProps {
+  accounts?: Account[];
+  selectedAccount: string;
+  onAccountChange: (accountId: string) => void;
+  className?: string;
+}
+
+export function AccountCombobox({
+  accounts = [],
+  selectedAccount,
+  onAccountChange,
+  className,
+}: AccountComboboxProps) {
+  const [open, setOpen] = useState(false);
+
+  const selectedAccountData = accounts.find((account) => account.id === selectedAccount);
+
+  const formatAccountName = (account: Account) => {
+    const displayName = account.name || "Unnamed Account";
+    return `${displayName} (${account.institution_id})`;
+  };
+
+  return (
+    <div className={className}>
+      <Popover open={open} onOpenChange={setOpen}>
+        <PopoverTrigger asChild>
+          <Button
+            variant="outline"
+            role="combobox"
+            aria-expanded={open}
+            className="justify-between"
+          >
+            <div className="flex items-center">
+              <Building2 className="mr-2 h-4 w-4" />
+              {selectedAccountData
+                ? formatAccountName(selectedAccountData)
+                : "All accounts"}
+            </div>
+            <ChevronDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
+          </Button>
+        </PopoverTrigger>
+        <PopoverContent className="w-[300px] p-0">
+          <Command>
+            <CommandInput placeholder="Search accounts..." className="h-9" />
+            <CommandList>
+              <CommandEmpty>No accounts found.</CommandEmpty>
+              <CommandGroup>
+                {/* All accounts option */}
+                <CommandItem
+                  value="all-accounts"
+                  onSelect={() => {
+                    onAccountChange("");
+                    setOpen(false);
+                  }}
+                >
+                  <Check
+                    className={cn(
+                      "mr-2 h-4 w-4",
+                      selectedAccount === "" ? "opacity-100" : "opacity-0"
+                    )}
+                  />
+                  <Building2 className="mr-2 h-4 w-4 text-gray-400" />
+                  All accounts
+                </CommandItem>
+
+                {/* Individual accounts */}
+                {accounts.map((account) => (
+                  <CommandItem
+                    key={account.id}
+                    value={`${account.name} ${account.institution_id}`}
+                    onSelect={() => {
+                      onAccountChange(account.id);
+                      setOpen(false);
+                    }}
+                  >
+                    <Check
+                      className={cn(
+                        "mr-2 h-4 w-4",
+                        selectedAccount === account.id
+                          ? "opacity-100"
+                          : "opacity-0"
+                      )}
+                    />
+                    <div className="flex flex-col">
+                      <span className="font-medium">
+                        {account.name || "Unnamed Account"}
+                      </span>
+                      <span className="text-xs text-gray-500">
+                        {account.institution_id}
+                        {account.iban && ` • ${account.iban.slice(-4)}`}
+                      </span>
+                    </div>
+                  </CommandItem>
+                ))}
+              </CommandGroup>
+            </CommandList>
+          </Command>
+        </PopoverContent>
+      </Popover>
+    </div>
+  );
+}

frontend/src/components/filters/ActiveFilterChips.tsx

@@ -0,0 +1,134 @@
+import { X } from "lucide-react";
+import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
+import { formatDate } from "@/lib/utils";
+import type { FilterState } from "./FilterBar";
+import type { Account } from "../../types/api";
+
+export interface ActiveFilterChipsProps {
+  filterState: FilterState;
+  onFilterChange: (key: keyof FilterState, value: string) => void;
+  accounts?: Account[];
+}
+
+export function ActiveFilterChips({
+  filterState,
+  onFilterChange,
+  accounts = [],
+}: ActiveFilterChipsProps) {
+  const chips: Array<{
+    key: keyof FilterState;
+    label: string;
+    value: string;
+  }> = [];
+
+  // Search term chip
+  if (filterState.searchTerm) {
+    chips.push({
+      key: "searchTerm",
+      label: `Search: "${filterState.searchTerm}"`,
+      value: filterState.searchTerm,
+    });
+  }
+
+  // Account chip
+  if (filterState.selectedAccount) {
+    const account = accounts.find((acc) => acc.id === filterState.selectedAccount);
+    const accountName = account
+      ? `${account.name || "Unnamed Account"} (${account.institution_id})`
+      : "Unknown Account";
+    chips.push({
+      key: "selectedAccount",
+      label: accountName,
+      value: filterState.selectedAccount,
+    });
+  }
+
+  // Date range chip
+  if (filterState.startDate || filterState.endDate) {
+    let dateLabel = "Date: ";
+    if (filterState.startDate && filterState.endDate) {
+      if (filterState.startDate === filterState.endDate) {
+        dateLabel += formatDate(filterState.startDate);
+      } else {
+        dateLabel += `${formatDate(filterState.startDate)} - ${formatDate(filterState.endDate)}`;
+      }
+    } else if (filterState.startDate) {
+      dateLabel += `From ${formatDate(filterState.startDate)}`;
+    } else if (filterState.endDate) {
+      dateLabel += `Until ${formatDate(filterState.endDate)}`;
+    }
+
+    chips.push({
+      key: "startDate", // We'll clear both start and end date when removing this chip
+      label: dateLabel,
+      value: `${filterState.startDate}-${filterState.endDate}`,
+    });
+  }
+
+  // Amount range chips
+  if (filterState.minAmount || filterState.maxAmount) {
+    let amountLabel = "Amount: ";
+    const minAmount = filterState.minAmount ? parseFloat(filterState.minAmount) : null;
+    const maxAmount = filterState.maxAmount ? parseFloat(filterState.maxAmount) : null;
+
+    if (minAmount && maxAmount) {
+      amountLabel += `€${minAmount} - €${maxAmount}`;
+    } else if (minAmount) {
+      amountLabel += `≥ €${minAmount}`;
+    } else if (maxAmount) {
+      amountLabel += `≤ €${maxAmount}`;
+    }
+
+    chips.push({
+      key: "minAmount", // We'll clear both min and max when removing this chip
+      label: amountLabel,
+      value: `${filterState.minAmount}-${filterState.maxAmount}`,
+    });
+  }
+
+  const handleRemoveChip = (key: keyof FilterState) => {
+    switch (key) {
+      case "startDate":
+        // Clear both start and end date
+        onFilterChange("startDate", "");
+        onFilterChange("endDate", "");
+        break;
+      case "minAmount":
+        // Clear both min and max amount
+        onFilterChange("minAmount", "");
+        onFilterChange("maxAmount", "");
+        break;
+      default:
+        onFilterChange(key, "");
+    }
+  };
+
+  if (chips.length === 0) {
+    return null;
+  }
+
+  return (
+    <div className="flex flex-wrap items-center gap-2">
+      <span className="text-sm text-gray-600 font-medium">Active filters:</span>
+      {chips.map((chip) => (
+        <Badge
+          key={`${chip.key}-${chip.value}`}
+          variant="secondary"
+          className="pl-3 pr-1 py-1 bg-blue-50 text-blue-700 border-blue-200 hover:bg-blue-100"
+        >
+          <span className="mr-1 text-xs">{chip.label}</span>
+          <Button
+            variant="ghost"
+            size="sm"
+            className="h-4 w-4 p-0 hover:bg-blue-200/50"
+            onClick={() => handleRemoveChip(chip.key)}
+          >
+            <X className="h-3 w-3" />
+            <span className="sr-only">Remove {chip.label} filter</span>
+          </Button>
+        </Badge>
+      ))}
+    </div>
+  );
+}

frontend/src/components/filters/AdvancedFiltersPopover.tsx

@@ -0,0 +1,122 @@
+import { useState } from "react";
+import { MoreHorizontal, Euro } from "lucide-react";
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Popover, PopoverContent, PopoverTrigger } from "@/components/ui/popover";
+
+export interface AdvancedFiltersPopoverProps {
+  minAmount: string;
+  maxAmount: string;
+  onMinAmountChange: (value: string) => void;
+  onMaxAmountChange: (value: string) => void;
+}
+
+export function AdvancedFiltersPopover({
+  minAmount,
+  maxAmount,
+  onMinAmountChange,
+  onMaxAmountChange,
+}: AdvancedFiltersPopoverProps) {
+  const [open, setOpen] = useState(false);
+
+  const hasAdvancedFilters = minAmount || maxAmount;
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant={hasAdvancedFilters ? "default" : "outline"}
+          size="default"
+          className="relative"
+        >
+          <MoreHorizontal className="h-4 w-4 mr-2" />
+          More
+          {hasAdvancedFilters && (
+            <div className="absolute -top-1 -right-1 h-2 w-2 bg-blue-600 rounded-full" />
+          )}
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent className="w-80" align="end">
+        <div className="space-y-4">
+          <div className="space-y-2">
+            <h4 className="font-medium leading-none">Advanced Filters</h4>
+            <p className="text-sm text-muted-foreground">
+              Additional filters for more precise results
+            </p>
+          </div>
+
+          <div className="space-y-4">
+            <div className="space-y-2">
+              <label className="text-sm font-medium leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70">
+                Amount Range
+              </label>
+              <div className="grid grid-cols-2 gap-3">
+                <div className="space-y-1">
+                  <label className="text-xs text-muted-foreground">
+                    Minimum
+                  </label>
+                  <div className="relative">
+                    <Euro className="absolute left-2 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
+                    <Input
+                      type="number"
+                      placeholder="0.00"
+                      value={minAmount}
+                      onChange={(e) => onMinAmountChange(e.target.value)}
+                      className="pl-8"
+                      step="0.01"
+                      min="0"
+                    />
+                  </div>
+                </div>
+                <div className="space-y-1">
+                  <label className="text-xs text-muted-foreground">
+                    Maximum
+                  </label>
+                  <div className="relative">
+                    <Euro className="absolute left-2 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
+                    <Input
+                      type="number"
+                      placeholder="1000.00"
+                      value={maxAmount}
+                      onChange={(e) => onMaxAmountChange(e.target.value)}
+                      className="pl-8"
+                      step="0.01"
+                      min="0"
+                    />
+                  </div>
+                </div>
+              </div>
+              <p className="text-xs text-muted-foreground">
+                Leave empty for no limit
+              </p>
+            </div>
+
+            {/* Future: Add transaction status filter */}
+            <div className="pt-2 border-t">
+              <div className="text-xs text-muted-foreground">
+                More filters coming soon: transaction status, categories, and more.
+              </div>
+            </div>
+
+            {/* Clear advanced filters */}
+            {hasAdvancedFilters && (
+              <div className="pt-2">
+                <Button
+                  variant="outline"
+                  size="sm"
+                  onClick={() => {
+                    onMinAmountChange("");
+                    onMaxAmountChange("");
+                  }}
+                  className="w-full"
+                >
+                  Clear Advanced Filters
+                </Button>
+              </div>
+            )}
+          </div>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+}

frontend/src/components/filters/DateRangePicker.tsx

@@ -0,0 +1,207 @@
+import { useState } from "react";
+import { format } from "date-fns";
+import { Calendar as CalendarIcon, ChevronDown } from "lucide-react";
+import type { DateRange } from "react-day-picker";
+
+import { cn } from "@/lib/utils";
+import { Button } from "@/components/ui/button";
+import { Calendar } from "@/components/ui/calendar";
+import { Popover, PopoverContent, PopoverTrigger } from "@/components/ui/popover";
+
+export interface DateRangePickerProps {
+  startDate: string;
+  endDate: string;
+  onDateRangeChange: (startDate: string, endDate: string) => void;
+  className?: string;
+}
+
+interface DatePreset {
+  label: string;
+  getValue: () => { startDate: string; endDate: string };
+}
+
+const datePresets: DatePreset[] = [
+  {
+    label: "Last 7 days",
+    getValue: () => {
+      const endDate = new Date();
+      const startDate = new Date();
+      startDate.setDate(endDate.getDate() - 7);
+      return {
+        startDate: startDate.toISOString().split("T")[0],
+        endDate: endDate.toISOString().split("T")[0],
+      };
+    },
+  },
+  {
+    label: "This week",
+    getValue: () => {
+      const now = new Date();
+      const dayOfWeek = now.getDay();
+      const startOfWeek = new Date(now);
+      startOfWeek.setDate(now.getDate() - dayOfWeek + (dayOfWeek === 0 ? -6 : 1)); // Monday as start
+
+      const endOfWeek = new Date(startOfWeek);
+      endOfWeek.setDate(startOfWeek.getDate() + 6);
+
+      return {
+        startDate: startOfWeek.toISOString().split("T")[0],
+        endDate: endOfWeek.toISOString().split("T")[0],
+      };
+    },
+  },
+  {
+    label: "Last 30 days",
+    getValue: () => {
+      const endDate = new Date();
+      const startDate = new Date();
+      startDate.setDate(endDate.getDate() - 30);
+      return {
+        startDate: startDate.toISOString().split("T")[0],
+        endDate: endDate.toISOString().split("T")[0],
+      };
+    },
+  },
+  {
+    label: "This month",
+    getValue: () => {
+      const now = new Date();
+      const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1);
+      const endOfMonth = new Date(now.getFullYear(), now.getMonth() + 1, 0);
+
+      return {
+        startDate: startOfMonth.toISOString().split("T")[0],
+        endDate: endOfMonth.toISOString().split("T")[0],
+      };
+    },
+  },
+  {
+    label: "This year",
+    getValue: () => {
+      const now = new Date();
+      const startOfYear = new Date(now.getFullYear(), 0, 1);
+      const endOfYear = new Date(now.getFullYear(), 11, 31);
+
+      return {
+        startDate: startOfYear.toISOString().split("T")[0],
+        endDate: endOfYear.toISOString().split("T")[0],
+      };
+    },
+  },
+];
+
+export function DateRangePicker({
+  startDate,
+  endDate,
+  onDateRangeChange,
+  className,
+}: DateRangePickerProps) {
+  const [open, setOpen] = useState(false);
+
+  // Convert string dates to Date objects for the calendar
+  const dateRange: DateRange | undefined =
+    startDate && endDate
+      ? {
+          from: new Date(startDate),
+          to: new Date(endDate),
+        }
+      : undefined;
+
+  const handleDateRangeSelect = (range: DateRange | undefined) => {
+    if (range?.from && range?.to) {
+      onDateRangeChange(
+        range.from.toISOString().split("T")[0],
+        range.to.toISOString().split("T")[0]
+      );
+    } else if (range?.from && !range?.to) {
+      onDateRangeChange(
+        range.from.toISOString().split("T")[0],
+        range.from.toISOString().split("T")[0]
+      );
+    }
+  };
+
+  const handlePresetClick = (preset: DatePreset) => {
+    const { startDate: presetStart, endDate: presetEnd } = preset.getValue();
+    onDateRangeChange(presetStart, presetEnd);
+    setOpen(false);
+  };
+
+  const formatDateRange = () => {
+    if (!startDate || !endDate) {
+      return "Select date range";
+    }
+
+    const start = new Date(startDate);
+    const end = new Date(endDate);
+
+    // Check if it matches a preset
+    const matchingPreset = datePresets.find((preset) => {
+      const { startDate: presetStart, endDate: presetEnd } = preset.getValue();
+      return presetStart === startDate && presetEnd === endDate;
+    });
+
+    if (matchingPreset) {
+      return matchingPreset.label;
+    }
+
+    // Format custom range
+    if (startDate === endDate) {
+      return format(start, "MMM d, yyyy");
+    }
+
+    return `${format(start, "MMM d")} - ${format(end, "MMM d, yyyy")}`;
+  };
+
+  return (
+    <div className={cn("grid gap-2", className)}>
+      <Popover open={open} onOpenChange={setOpen}>
+        <PopoverTrigger asChild>
+          <Button
+            variant="outline"
+            className={cn(
+              "justify-between text-left font-normal",
+              !dateRange && "text-muted-foreground"
+            )}
+          >
+            <div className="flex items-center">
+              <CalendarIcon className="mr-2 h-4 w-4" />
+              {formatDateRange()}
+            </div>
+            <ChevronDown className="h-4 w-4 opacity-50" />
+          </Button>
+        </PopoverTrigger>
+        <PopoverContent className="w-auto p-0" align="start">
+          <div className="flex">
+            {/* Presets */}
+            <div className="border-r p-3 space-y-1">
+              <div className="text-sm font-medium text-gray-700 mb-2">
+                Quick select
+              </div>
+              {datePresets.map((preset) => (
+                <Button
+                  key={preset.label}
+                  variant="ghost"
+                  size="sm"
+                  className="w-full justify-start text-sm"
+                  onClick={() => handlePresetClick(preset)}
+                >
+                  {preset.label}
+                </Button>
+              ))}
+            </div>
+            {/* Calendar */}
+            <Calendar
+              initialFocus
+              mode="range"
+              defaultMonth={dateRange?.from}
+              selected={dateRange}
+              onSelect={handleDateRangeSelect}
+              numberOfMonths={2}
+            />
+          </div>
+        </PopoverContent>
+      </Popover>
+    </div>
+  );
+}

frontend/src/components/filters/FilterBar.tsx

@@ -0,0 +1,139 @@
+import { Search, X } from "lucide-react";
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { cn } from "@/lib/utils";
+import { DateRangePicker } from "./DateRangePicker";
+import { AccountCombobox } from "./AccountCombobox";
+import { ActiveFilterChips } from "./ActiveFilterChips";
+import { AdvancedFiltersPopover } from "./AdvancedFiltersPopover";
+import type { Account } from "../../types/api";
+
+export interface FilterState {
+  searchTerm: string;
+  selectedAccount: string;
+  startDate: string;
+  endDate: string;
+  minAmount: string;
+  maxAmount: string;
+}
+
+export interface FilterBarProps {
+  filterState: FilterState;
+  onFilterChange: (key: keyof FilterState, value: string) => void;
+  onClearFilters: () => void;
+  accounts?: Account[];
+  isSearchLoading?: boolean;
+  showRunningBalance: boolean;
+  onToggleRunningBalance: () => void;
+  className?: string;
+}
+
+export function FilterBar({
+  filterState,
+  onFilterChange,
+  onClearFilters,
+  accounts,
+  isSearchLoading = false,
+  showRunningBalance,
+  onToggleRunningBalance,
+  className,
+}: FilterBarProps) {
+
+  const hasActiveFilters =
+    filterState.searchTerm ||
+    filterState.selectedAccount ||
+    filterState.startDate ||
+    filterState.endDate ||
+    filterState.minAmount ||
+    filterState.maxAmount;
+
+  const handleDateRangeChange = (startDate: string, endDate: string) => {
+    onFilterChange("startDate", startDate);
+    onFilterChange("endDate", endDate);
+  };
+
+  return (
+    <div className={cn("bg-white rounded-lg shadow border", className)}>
+      {/* Main Filter Bar */}
+      <div className="px-6 py-4">
+        <div className="flex items-center justify-between mb-4">
+          <h3 className="text-lg font-semibold text-gray-900">Transactions</h3>
+          <Button
+            onClick={onToggleRunningBalance}
+            variant={showRunningBalance ? "default" : "outline"}
+            size="sm"
+          >
+            Balance
+          </Button>
+        </div>
+
+        {/* Primary Filters Row */}
+        <div className="flex flex-wrap items-center gap-3 mb-4">
+          {/* Search Input */}
+          <div className="relative flex-1 min-w-[240px]">
+            <Search className="absolute left-3 top-1/2 transform -translate-y-1/2 h-4 w-4 text-gray-400" />
+            <Input
+              placeholder="Search transactions..."
+              value={filterState.searchTerm}
+              onChange={(e) => onFilterChange("searchTerm", e.target.value)}
+              className="pl-9 pr-8"
+            />
+            {isSearchLoading && (
+              <div className="absolute right-3 top-1/2 transform -translate-y-1/2">
+                <div className="animate-spin h-4 w-4 border-2 border-gray-300 border-t-blue-500 rounded-full"></div>
+              </div>
+            )}
+          </div>
+
+          {/* Account Selection */}
+          <AccountCombobox
+            accounts={accounts}
+            selectedAccount={filterState.selectedAccount}
+            onAccountChange={(accountId) =>
+              onFilterChange("selectedAccount", accountId)
+            }
+            className="w-[200px]"
+          />
+
+          {/* Date Range Picker */}
+          <DateRangePicker
+            startDate={filterState.startDate}
+            endDate={filterState.endDate}
+            onDateRangeChange={handleDateRangeChange}
+            className="w-[240px]"
+          />
+
+          {/* Advanced Filters Button */}
+          <AdvancedFiltersPopover
+            minAmount={filterState.minAmount}
+            maxAmount={filterState.maxAmount}
+            onMinAmountChange={(value) => onFilterChange("minAmount", value)}
+            onMaxAmountChange={(value) => onFilterChange("maxAmount", value)}
+          />
+
+          {/* Clear Filters Button */}
+          {hasActiveFilters && (
+            <Button
+              onClick={onClearFilters}
+              variant="outline"
+              size="sm"
+              className="text-gray-600"
+            >
+              <X className="h-4 w-4 mr-1" />
+              Clear All
+            </Button>
+          )}
+        </div>
+
+        {/* Active Filter Chips */}
+        {hasActiveFilters && (
+          <ActiveFilterChips
+            filterState={filterState}
+            onFilterChange={onFilterChange}
+            accounts={accounts}
+          />
+        )}
+      </div>
+    </div>
+  );
+}

frontend/src/components/filters/index.ts

@@ -0,0 +1,6 @@
+export { FilterBar } from './FilterBar';
+export { DateRangePicker } from './DateRangePicker';
+export { AccountCombobox } from './AccountCombobox';
+export { ActiveFilterChips } from './ActiveFilterChips';
+export { AdvancedFiltersPopover } from './AdvancedFiltersPopover';
+export type { FilterState, FilterBarProps } from './FilterBar';

frontend/src/components/ui/badge.tsx

@@ -0,0 +1,36 @@
+import * as React from "react"
+import { cva, type VariantProps } from "class-variance-authority"
+
+import { cn } from "@/lib/utils"
+
+const badgeVariants = cva(
+  "inline-flex items-center rounded-md border px-2.5 py-0.5 text-xs font-semibold transition-colors focus:outline-none focus:ring-2 focus:ring-ring focus:ring-offset-2",
+  {
+    variants: {
+      variant: {
+        default:
+          "border-transparent bg-primary text-primary-foreground shadow hover:bg-primary/80",
+        secondary:
+          "border-transparent bg-secondary text-secondary-foreground hover:bg-secondary/80",
+        destructive:
+          "border-transparent bg-destructive text-destructive-foreground shadow hover:bg-destructive/80",
+        outline: "text-foreground",
+      },
+    },
+    defaultVariants: {
+      variant: "default",
+    },
+  }
+)
+
+export interface BadgeProps
+  extends React.HTMLAttributes<HTMLDivElement>,
+    VariantProps<typeof badgeVariants> {}
+
+function Badge({ className, variant, ...props }: BadgeProps) {
+  return (
+    <div className={cn(badgeVariants({ variant }), className)} {...props} />
+  )
+}
+
+export { Badge, badgeVariants }

frontend/src/components/ui/button.tsx

@@ -0,0 +1,57 @@
+import * as React from "react"
+import { Slot } from "@radix-ui/react-slot"
+import { cva, type VariantProps } from "class-variance-authority"
+
+import { cn } from "@/lib/utils"
+
+const buttonVariants = cva(
+  "inline-flex items-center justify-center gap-2 whitespace-nowrap rounded-md text-sm font-medium transition-colors focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring disabled:pointer-events-none disabled:opacity-50 [&_svg]:pointer-events-none [&_svg]:size-4 [&_svg]:shrink-0",
+  {
+    variants: {
+      variant: {
+        default:
+          "bg-primary text-primary-foreground shadow hover:bg-primary/90",
+        destructive:
+          "bg-destructive text-destructive-foreground shadow-sm hover:bg-destructive/90",
+        outline:
+          "border border-input bg-background shadow-sm hover:bg-accent hover:text-accent-foreground",
+        secondary:
+          "bg-secondary text-secondary-foreground shadow-sm hover:bg-secondary/80",
+        ghost: "hover:bg-accent hover:text-accent-foreground",
+        link: "text-primary underline-offset-4 hover:underline",
+      },
+      size: {
+        default: "h-9 px-4 py-2",
+        sm: "h-8 rounded-md px-3 text-xs",
+        lg: "h-10 rounded-md px-8",
+        icon: "h-9 w-9",
+      },
+    },
+    defaultVariants: {
+      variant: "default",
+      size: "default",
+    },
+  }
+)
+
+export interface ButtonProps
+  extends React.ButtonHTMLAttributes<HTMLButtonElement>,
+    VariantProps<typeof buttonVariants> {
+  asChild?: boolean
+}
+
+const Button = React.forwardRef<HTMLButtonElement, ButtonProps>(
+  ({ className, variant, size, asChild = false, ...props }, ref) => {
+    const Comp = asChild ? Slot : "button"
+    return (
+      <Comp
+        className={cn(buttonVariants({ variant, size, className }))}
+        ref={ref}
+        {...props}
+      />
+    )
+  }
+)
+Button.displayName = "Button"
+
+export { Button, buttonVariants }

frontend/src/components/ui/calendar.tsx

@@ -0,0 +1,211 @@
+import * as React from "react"
+import {
+  ChevronDownIcon,
+  ChevronLeftIcon,
+  ChevronRightIcon,
+} from "lucide-react"
+import { DayButton, DayPicker, getDefaultClassNames } from "react-day-picker"
+
+import { cn } from "@/lib/utils"
+import { Button, buttonVariants } from "@/components/ui/button"
+
+function Calendar({
+  className,
+  classNames,
+  showOutsideDays = true,
+  captionLayout = "label",
+  buttonVariant = "ghost",
+  formatters,
+  components,
+  ...props
+}: React.ComponentProps<typeof DayPicker> & {
+  buttonVariant?: React.ComponentProps<typeof Button>["variant"]
+}) {
+  const defaultClassNames = getDefaultClassNames()
+
+  return (
+    <DayPicker
+      showOutsideDays={showOutsideDays}
+      className={cn(
+        "bg-background group/calendar p-3 [--cell-size:2rem] [[data-slot=card-content]_&]:bg-transparent [[data-slot=popover-content]_&]:bg-transparent",
+        String.raw`rtl:**:[.rdp-button\_next>svg]:rotate-180`,
+        String.raw`rtl:**:[.rdp-button\_previous>svg]:rotate-180`,
+        className
+      )}
+      captionLayout={captionLayout}
+      formatters={{
+        formatMonthDropdown: (date) =>
+          date.toLocaleString("default", { month: "short" }),
+        ...formatters,
+      }}
+      classNames={{
+        root: cn("w-fit", defaultClassNames.root),
+        months: cn(
+          "relative flex flex-col gap-4 md:flex-row",
+          defaultClassNames.months
+        ),
+        month: cn("flex w-full flex-col gap-4", defaultClassNames.month),
+        nav: cn(
+          "absolute inset-x-0 top-0 flex w-full items-center justify-between gap-1",
+          defaultClassNames.nav
+        ),
+        button_previous: cn(
+          buttonVariants({ variant: buttonVariant }),
+          "h-[--cell-size] w-[--cell-size] select-none p-0 aria-disabled:opacity-50",
+          defaultClassNames.button_previous
+        ),
+        button_next: cn(
+          buttonVariants({ variant: buttonVariant }),
+          "h-[--cell-size] w-[--cell-size] select-none p-0 aria-disabled:opacity-50",
+          defaultClassNames.button_next
+        ),
+        month_caption: cn(
+          "flex h-[--cell-size] w-full items-center justify-center px-[--cell-size]",
+          defaultClassNames.month_caption
+        ),
+        dropdowns: cn(
+          "flex h-[--cell-size] w-full items-center justify-center gap-1.5 text-sm font-medium",
+          defaultClassNames.dropdowns
+        ),
+        dropdown_root: cn(
+          "has-focus:border-ring border-input shadow-xs has-focus:ring-ring/50 has-focus:ring-[3px] relative rounded-md border",
+          defaultClassNames.dropdown_root
+        ),
+        dropdown: cn(
+          "bg-popover absolute inset-0 opacity-0",
+          defaultClassNames.dropdown
+        ),
+        caption_label: cn(
+          "select-none font-medium",
+          captionLayout === "label"
+            ? "text-sm"
+            : "[&>svg]:text-muted-foreground flex h-8 items-center gap-1 rounded-md pl-2 pr-1 text-sm [&>svg]:size-3.5",
+          defaultClassNames.caption_label
+        ),
+        table: "w-full border-collapse",
+        weekdays: cn("flex", defaultClassNames.weekdays),
+        weekday: cn(
+          "text-muted-foreground flex-1 select-none rounded-md text-[0.8rem] font-normal",
+          defaultClassNames.weekday
+        ),
+        week: cn("mt-2 flex w-full", defaultClassNames.week),
+        week_number_header: cn(
+          "w-[--cell-size] select-none",
+          defaultClassNames.week_number_header
+        ),
+        week_number: cn(
+          "text-muted-foreground select-none text-[0.8rem]",
+          defaultClassNames.week_number
+        ),
+        day: cn(
+          "group/day relative aspect-square h-full w-full select-none p-0 text-center [&:first-child[data-selected=true]_button]:rounded-l-md [&:last-child[data-selected=true]_button]:rounded-r-md",
+          defaultClassNames.day
+        ),
+        range_start: cn(
+          "bg-accent rounded-l-md",
+          defaultClassNames.range_start
+        ),
+        range_middle: cn("rounded-none", defaultClassNames.range_middle),
+        range_end: cn("bg-accent rounded-r-md", defaultClassNames.range_end),
+        today: cn(
+          "bg-accent text-accent-foreground rounded-md data-[selected=true]:rounded-none",
+          defaultClassNames.today
+        ),
+        outside: cn(
+          "text-muted-foreground aria-selected:text-muted-foreground",
+          defaultClassNames.outside
+        ),
+        disabled: cn(
+          "text-muted-foreground opacity-50",
+          defaultClassNames.disabled
+        ),
+        hidden: cn("invisible", defaultClassNames.hidden),
+        ...classNames,
+      }}
+      components={{
+        Root: ({ className, rootRef, ...props }) => {
+          return (
+            <div
+              data-slot="calendar"
+              ref={rootRef}
+              className={cn(className)}
+              {...props}
+            />
+          )
+        },
+        Chevron: ({ className, orientation, ...props }) => {
+          if (orientation === "left") {
+            return (
+              <ChevronLeftIcon className={cn("size-4", className)} {...props} />
+            )
+          }
+
+          if (orientation === "right") {
+            return (
+              <ChevronRightIcon
+                className={cn("size-4", className)}
+                {...props}
+              />
+            )
+          }
+
+          return (
+            <ChevronDownIcon className={cn("size-4", className)} {...props} />
+          )
+        },
+        DayButton: CalendarDayButton,
+        WeekNumber: ({ children, ...props }) => {
+          return (
+            <td {...props}>
+              <div className="flex size-[--cell-size] items-center justify-center text-center">
+                {children}
+              </div>
+            </td>
+          )
+        },
+        ...components,
+      }}
+      {...props}
+    />
+  )
+}
+
+function CalendarDayButton({
+  className,
+  day,
+  modifiers,
+  ...props
+}: React.ComponentProps<typeof DayButton>) {
+  const defaultClassNames = getDefaultClassNames()
+
+  const ref = React.useRef<HTMLButtonElement>(null)
+  React.useEffect(() => {
+    if (modifiers.focused) ref.current?.focus()
+  }, [modifiers.focused])
+
+  return (
+    <Button
+      ref={ref}
+      variant="ghost"
+      size="icon"
+      data-day={day.date.toLocaleDateString()}
+      data-selected-single={
+        modifiers.selected &&
+        !modifiers.range_start &&
+        !modifiers.range_end &&
+        !modifiers.range_middle
+      }
+      data-range-start={modifiers.range_start}
+      data-range-end={modifiers.range_end}
+      data-range-middle={modifiers.range_middle}
+      className={cn(
+        "data-[selected-single=true]:bg-primary data-[selected-single=true]:text-primary-foreground data-[range-middle=true]:bg-accent data-[range-middle=true]:text-accent-foreground data-[range-start=true]:bg-primary data-[range-start=true]:text-primary-foreground data-[range-end=true]:bg-primary data-[range-end=true]:text-primary-foreground group-data-[focused=true]/day:border-ring group-data-[focused=true]/day:ring-ring/50 flex aspect-square h-auto w-full min-w-[--cell-size] flex-col gap-1 font-normal leading-none data-[range-end=true]:rounded-md data-[range-middle=true]:rounded-none data-[range-start=true]:rounded-md group-data-[focused=true]/day:relative group-data-[focused=true]/day:z-10 group-data-[focused=true]/day:ring-[3px] [&>span]:text-xs [&>span]:opacity-70",
+        defaultClassNames.day,
+        className
+      )}
+      {...props}
+    />
+  )
+}
+
+export { Calendar, CalendarDayButton }

frontend/src/components/ui/command.tsx

@@ -0,0 +1,153 @@
+"use client"
+
+import * as React from "react"
+import { type DialogProps } from "@radix-ui/react-dialog"
+import { Command as CommandPrimitive } from "cmdk"
+import { Search } from "lucide-react"
+
+import { cn } from "@/lib/utils"
+import { Dialog, DialogContent } from "@/components/ui/dialog"
+
+const Command = React.forwardRef<
+  React.ElementRef<typeof CommandPrimitive>,
+  React.ComponentPropsWithoutRef<typeof CommandPrimitive>
+>(({ className, ...props }, ref) => (
+  <CommandPrimitive
+    ref={ref}
+    className={cn(
+      "flex h-full w-full flex-col overflow-hidden rounded-md bg-popover text-popover-foreground",
+      className
+    )}
+    {...props}
+  />
+))
+Command.displayName = CommandPrimitive.displayName
+
+const CommandDialog = ({ children, ...props }: DialogProps) => {
+  return (
+    <Dialog {...props}>
+      <DialogContent className="overflow-hidden p-0">
+        <Command className="[&_[cmdk-group-heading]]:px-2 [&_[cmdk-group-heading]]:font-medium [&_[cmdk-group-heading]]:text-muted-foreground [&_[cmdk-group]:not([hidden])_~[cmdk-group]]:pt-0 [&_[cmdk-group]]:px-2 [&_[cmdk-input-wrapper]_svg]:h-5 [&_[cmdk-input-wrapper]_svg]:w-5 [&_[cmdk-input]]:h-12 [&_[cmdk-item]]:px-2 [&_[cmdk-item]]:py-3 [&_[cmdk-item]_svg]:h-5 [&_[cmdk-item]_svg]:w-5">
+          {children}
+        </Command>
+      </DialogContent>
+    </Dialog>
+  )
+}
+
+const CommandInput = React.forwardRef<
+  React.ElementRef<typeof CommandPrimitive.Input>,
+  React.ComponentPropsWithoutRef<typeof CommandPrimitive.Input>
+>(({ className, ...props }, ref) => (
+  <div className="flex items-center border-b px-3" cmdk-input-wrapper="">
+    <Search className="mr-2 h-4 w-4 shrink-0 opacity-50" />
+    <CommandPrimitive.Input
+      ref={ref}
+      className={cn(
+        "flex h-10 w-full rounded-md bg-transparent py-3 text-sm outline-none placeholder:text-muted-foreground disabled:cursor-not-allowed disabled:opacity-50",
+        className
+      )}
+      {...props}
+    />
+  </div>
+))
+
+CommandInput.displayName = CommandPrimitive.Input.displayName
+
+const CommandList = React.forwardRef<
+  React.ElementRef<typeof CommandPrimitive.List>,
+  React.ComponentPropsWithoutRef<typeof CommandPrimitive.List>
+>(({ className, ...props }, ref) => (
+  <CommandPrimitive.List
+    ref={ref}
+    className={cn("max-h-[300px] overflow-y-auto overflow-x-hidden", className)}
+    {...props}
+  />
+))
+
+CommandList.displayName = CommandPrimitive.List.displayName
+
+const CommandEmpty = React.forwardRef<
+  React.ElementRef<typeof CommandPrimitive.Empty>,
+  React.ComponentPropsWithoutRef<typeof CommandPrimitive.Empty>
+>((props, ref) => (
+  <CommandPrimitive.Empty
+    ref={ref}
+    className="py-6 text-center text-sm"
+    {...props}
+  />
+))
+
+CommandEmpty.displayName = CommandPrimitive.Empty.displayName
+
+const CommandGroup = React.forwardRef<
+  React.ElementRef<typeof CommandPrimitive.Group>,
+  React.ComponentPropsWithoutRef<typeof CommandPrimitive.Group>
+>(({ className, ...props }, ref) => (
+  <CommandPrimitive.Group
+    ref={ref}
+    className={cn(
+      "overflow-hidden p-1 text-foreground [&_[cmdk-group-heading]]:px-2 [&_[cmdk-group-heading]]:py-1.5 [&_[cmdk-group-heading]]:text-xs [&_[cmdk-group-heading]]:font-medium [&_[cmdk-group-heading]]:text-muted-foreground",
+      className
+    )}
+    {...props}
+  />
+))
+
+CommandGroup.displayName = CommandPrimitive.Group.displayName
+
+const CommandSeparator = React.forwardRef<
+  React.ElementRef<typeof CommandPrimitive.Separator>,
+  React.ComponentPropsWithoutRef<typeof CommandPrimitive.Separator>
+>(({ className, ...props }, ref) => (
+  <CommandPrimitive.Separator
+    ref={ref}
+    className={cn("-mx-1 h-px bg-border", className)}
+    {...props}
+  />
+))
+CommandSeparator.displayName = CommandPrimitive.Separator.displayName
+
+const CommandItem = React.forwardRef<
+  React.ElementRef<typeof CommandPrimitive.Item>,
+  React.ComponentPropsWithoutRef<typeof CommandPrimitive.Item>
+>(({ className, ...props }, ref) => (
+  <CommandPrimitive.Item
+    ref={ref}
+    className={cn(
+      "relative flex cursor-default gap-2 select-none items-center rounded-sm px-2 py-1.5 text-sm outline-none data-[disabled=true]:pointer-events-none data-[selected=true]:bg-accent data-[selected=true]:text-accent-foreground data-[disabled=true]:opacity-50 [&_svg]:pointer-events-none [&_svg]:size-4 [&_svg]:shrink-0",
+      className
+    )}
+    {...props}
+  />
+))
+
+CommandItem.displayName = CommandPrimitive.Item.displayName
+
+const CommandShortcut = ({
+  className,
+  ...props
+}: React.HTMLAttributes<HTMLSpanElement>) => {
+  return (
+    <span
+      className={cn(
+        "ml-auto text-xs tracking-widest text-muted-foreground",
+        className
+      )}
+      {...props}
+    />
+  )
+}
+CommandShortcut.displayName = "CommandShortcut"
+
+export {
+  Command,
+  CommandDialog,
+  CommandInput,
+  CommandList,
+  CommandEmpty,
+  CommandGroup,
+  CommandItem,
+  CommandShortcut,
+  CommandSeparator,
+}

frontend/src/components/ui/dialog.tsx

@@ -0,0 +1,120 @@
+import * as React from "react"
+import * as DialogPrimitive from "@radix-ui/react-dialog"
+import { X } from "lucide-react"
+
+import { cn } from "@/lib/utils"
+
+const Dialog = DialogPrimitive.Root
+
+const DialogTrigger = DialogPrimitive.Trigger
+
+const DialogPortal = DialogPrimitive.Portal
+
+const DialogClose = DialogPrimitive.Close
+
+const DialogOverlay = React.forwardRef<
+  React.ElementRef<typeof DialogPrimitive.Overlay>,
+  React.ComponentPropsWithoutRef<typeof DialogPrimitive.Overlay>
+>(({ className, ...props }, ref) => (
+  <DialogPrimitive.Overlay
+    ref={ref}
+    className={cn(
+      "fixed inset-0 z-50 bg-black/80  data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0",
+      className
+    )}
+    {...props}
+  />
+))
+DialogOverlay.displayName = DialogPrimitive.Overlay.displayName
+
+const DialogContent = React.forwardRef<
+  React.ElementRef<typeof DialogPrimitive.Content>,
+  React.ComponentPropsWithoutRef<typeof DialogPrimitive.Content>
+>(({ className, children, ...props }, ref) => (
+  <DialogPortal>
+    <DialogOverlay />
+    <DialogPrimitive.Content
+      ref={ref}
+      className={cn(
+        "fixed left-[50%] top-[50%] z-50 grid w-full max-w-lg translate-x-[-50%] translate-y-[-50%] gap-4 border bg-background p-6 shadow-lg duration-200 data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[state=closed]:slide-out-to-left-1/2 data-[state=closed]:slide-out-to-top-[48%] data-[state=open]:slide-in-from-left-1/2 data-[state=open]:slide-in-from-top-[48%] sm:rounded-lg",
+        className
+      )}
+      {...props}
+    >
+      {children}
+      <DialogPrimitive.Close className="absolute right-4 top-4 rounded-sm opacity-70 ring-offset-background transition-opacity hover:opacity-100 focus:outline-none focus:ring-2 focus:ring-ring focus:ring-offset-2 disabled:pointer-events-none data-[state=open]:bg-accent data-[state=open]:text-muted-foreground">
+        <X className="h-4 w-4" />
+        <span className="sr-only">Close</span>
+      </DialogPrimitive.Close>
+    </DialogPrimitive.Content>
+  </DialogPortal>
+))
+DialogContent.displayName = DialogPrimitive.Content.displayName
+
+const DialogHeader = ({
+  className,
+  ...props
+}: React.HTMLAttributes<HTMLDivElement>) => (
+  <div
+    className={cn(
+      "flex flex-col space-y-1.5 text-center sm:text-left",
+      className
+    )}
+    {...props}
+  />
+)
+DialogHeader.displayName = "DialogHeader"
+
+const DialogFooter = ({
+  className,
+  ...props
+}: React.HTMLAttributes<HTMLDivElement>) => (
+  <div
+    className={cn(
+      "flex flex-col-reverse sm:flex-row sm:justify-end sm:space-x-2",
+      className
+    )}
+    {...props}
+  />
+)
+DialogFooter.displayName = "DialogFooter"
+
+const DialogTitle = React.forwardRef<
+  React.ElementRef<typeof DialogPrimitive.Title>,
+  React.ComponentPropsWithoutRef<typeof DialogPrimitive.Title>
+>(({ className, ...props }, ref) => (
+  <DialogPrimitive.Title
+    ref={ref}
+    className={cn(
+      "text-lg font-semibold leading-none tracking-tight",
+      className
+    )}
+    {...props}
+  />
+))
+DialogTitle.displayName = DialogPrimitive.Title.displayName
+
+const DialogDescription = React.forwardRef<
+  React.ElementRef<typeof DialogPrimitive.Description>,
+  React.ComponentPropsWithoutRef<typeof DialogPrimitive.Description>
+>(({ className, ...props }, ref) => (
+  <DialogPrimitive.Description
+    ref={ref}
+    className={cn("text-sm text-muted-foreground", className)}
+    {...props}
+  />
+))
+DialogDescription.displayName = DialogPrimitive.Description.displayName
+
+export {
+  Dialog,
+  DialogPortal,
+  DialogOverlay,
+  DialogTrigger,
+  DialogClose,
+  DialogContent,
+  DialogHeader,
+  DialogFooter,
+  DialogTitle,
+  DialogDescription,
+}

frontend/src/components/ui/input.tsx

@@ -0,0 +1,22 @@
+import * as React from "react"
+
+import { cn } from "@/lib/utils"
+
+const Input = React.forwardRef<HTMLInputElement, React.ComponentProps<"input">>(
+  ({ className, type, ...props }, ref) => {
+    return (
+      <input
+        type={type}
+        className={cn(
+          "flex h-9 w-full rounded-md border border-input bg-transparent px-3 py-1 text-base shadow-sm transition-colors file:border-0 file:bg-transparent file:text-sm file:font-medium file:text-foreground placeholder:text-muted-foreground focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-ring disabled:cursor-not-allowed disabled:opacity-50 md:text-sm",
+          className
+        )}
+        ref={ref}
+        {...props}
+      />
+    )
+  }
+)
+Input.displayName = "Input"
+
+export { Input }

frontend/src/components/ui/popover.tsx

@@ -0,0 +1,31 @@
+import * as React from "react"
+import * as PopoverPrimitive from "@radix-ui/react-popover"
+
+import { cn } from "@/lib/utils"
+
+const Popover = PopoverPrimitive.Root
+
+const PopoverTrigger = PopoverPrimitive.Trigger
+
+const PopoverAnchor = PopoverPrimitive.Anchor
+
+const PopoverContent = React.forwardRef<
+  React.ElementRef<typeof PopoverPrimitive.Content>,
+  React.ComponentPropsWithoutRef<typeof PopoverPrimitive.Content>
+>(({ className, align = "center", sideOffset = 4, ...props }, ref) => (
+  <PopoverPrimitive.Portal>
+    <PopoverPrimitive.Content
+      ref={ref}
+      align={align}
+      sideOffset={sideOffset}
+      className={cn(
+        "z-50 w-72 rounded-md border bg-popover p-4 text-popover-foreground shadow-md outline-none data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[side=bottom]:slide-in-from-top-2 data-[side=left]:slide-in-from-right-2 data-[side=right]:slide-in-from-left-2 data-[side=top]:slide-in-from-bottom-2 origin-[--radix-popover-content-transform-origin]",
+        className
+      )}
+      {...props}
+    />
+  </PopoverPrimitive.Portal>
+))
+PopoverContent.displayName = PopoverPrimitive.Content.displayName
+
+export { Popover, PopoverTrigger, PopoverContent, PopoverAnchor }

frontend/src/components/ui/select.tsx

@@ -0,0 +1,157 @@
+import * as React from "react"
+import * as SelectPrimitive from "@radix-ui/react-select"
+import { Check, ChevronDown, ChevronUp } from "lucide-react"
+
+import { cn } from "@/lib/utils"
+
+const Select = SelectPrimitive.Root
+
+const SelectGroup = SelectPrimitive.Group
+
+const SelectValue = SelectPrimitive.Value
+
+const SelectTrigger = React.forwardRef<
+  React.ElementRef<typeof SelectPrimitive.Trigger>,
+  React.ComponentPropsWithoutRef<typeof SelectPrimitive.Trigger>
+>(({ className, children, ...props }, ref) => (
+  <SelectPrimitive.Trigger
+    ref={ref}
+    className={cn(
+      "flex h-9 w-full items-center justify-between whitespace-nowrap rounded-md border border-input bg-transparent px-3 py-2 text-sm shadow-sm ring-offset-background data-[placeholder]:text-muted-foreground focus:outline-none focus:ring-1 focus:ring-ring disabled:cursor-not-allowed disabled:opacity-50 [&>span]:line-clamp-1",
+      className
+    )}
+    {...props}
+  >
+    {children}
+    <SelectPrimitive.Icon asChild>
+      <ChevronDown className="h-4 w-4 opacity-50" />
+    </SelectPrimitive.Icon>
+  </SelectPrimitive.Trigger>
+))
+SelectTrigger.displayName = SelectPrimitive.Trigger.displayName
+
+const SelectScrollUpButton = React.forwardRef<
+  React.ElementRef<typeof SelectPrimitive.ScrollUpButton>,
+  React.ComponentPropsWithoutRef<typeof SelectPrimitive.ScrollUpButton>
+>(({ className, ...props }, ref) => (
+  <SelectPrimitive.ScrollUpButton
+    ref={ref}
+    className={cn(
+      "flex cursor-default items-center justify-center py-1",
+      className
+    )}
+    {...props}
+  >
+    <ChevronUp className="h-4 w-4" />
+  </SelectPrimitive.ScrollUpButton>
+))
+SelectScrollUpButton.displayName = SelectPrimitive.ScrollUpButton.displayName
+
+const SelectScrollDownButton = React.forwardRef<
+  React.ElementRef<typeof SelectPrimitive.ScrollDownButton>,
+  React.ComponentPropsWithoutRef<typeof SelectPrimitive.ScrollDownButton>
+>(({ className, ...props }, ref) => (
+  <SelectPrimitive.ScrollDownButton
+    ref={ref}
+    className={cn(
+      "flex cursor-default items-center justify-center py-1",
+      className
+    )}
+    {...props}
+  >
+    <ChevronDown className="h-4 w-4" />
+  </SelectPrimitive.ScrollDownButton>
+))
+SelectScrollDownButton.displayName =
+  SelectPrimitive.ScrollDownButton.displayName
+
+const SelectContent = React.forwardRef<
+  React.ElementRef<typeof SelectPrimitive.Content>,
+  React.ComponentPropsWithoutRef<typeof SelectPrimitive.Content>
+>(({ className, children, position = "popper", ...props }, ref) => (
+  <SelectPrimitive.Portal>
+    <SelectPrimitive.Content
+      ref={ref}
+      className={cn(
+        "relative z-50 max-h-[--radix-select-content-available-height] min-w-[8rem] overflow-y-auto overflow-x-hidden rounded-md border bg-popover text-popover-foreground shadow-md data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[side=bottom]:slide-in-from-top-2 data-[side=left]:slide-in-from-right-2 data-[side=right]:slide-in-from-left-2 data-[side=top]:slide-in-from-bottom-2 origin-[--radix-select-content-transform-origin]",
+        position === "popper" &&
+          "data-[side=bottom]:translate-y-1 data-[side=left]:-translate-x-1 data-[side=right]:translate-x-1 data-[side=top]:-translate-y-1",
+        className
+      )}
+      position={position}
+      {...props}
+    >
+      <SelectScrollUpButton />
+      <SelectPrimitive.Viewport
+        className={cn(
+          "p-1",
+          position === "popper" &&
+            "h-[var(--radix-select-trigger-height)] w-full min-w-[var(--radix-select-trigger-width)]"
+        )}
+      >
+        {children}
+      </SelectPrimitive.Viewport>
+      <SelectScrollDownButton />
+    </SelectPrimitive.Content>
+  </SelectPrimitive.Portal>
+))
+SelectContent.displayName = SelectPrimitive.Content.displayName
+
+const SelectLabel = React.forwardRef<
+  React.ElementRef<typeof SelectPrimitive.Label>,
+  React.ComponentPropsWithoutRef<typeof SelectPrimitive.Label>
+>(({ className, ...props }, ref) => (
+  <SelectPrimitive.Label
+    ref={ref}
+    className={cn("px-2 py-1.5 text-sm font-semibold", className)}
+    {...props}
+  />
+))
+SelectLabel.displayName = SelectPrimitive.Label.displayName
+
+const SelectItem = React.forwardRef<
+  React.ElementRef<typeof SelectPrimitive.Item>,
+  React.ComponentPropsWithoutRef<typeof SelectPrimitive.Item>
+>(({ className, children, ...props }, ref) => (
+  <SelectPrimitive.Item
+    ref={ref}
+    className={cn(
+      "relative flex w-full cursor-default select-none items-center rounded-sm py-1.5 pl-2 pr-8 text-sm outline-none focus:bg-accent focus:text-accent-foreground data-[disabled]:pointer-events-none data-[disabled]:opacity-50",
+      className
+    )}
+    {...props}
+  >
+    <span className="absolute right-2 flex h-3.5 w-3.5 items-center justify-center">
+      <SelectPrimitive.ItemIndicator>
+        <Check className="h-4 w-4" />
+      </SelectPrimitive.ItemIndicator>
+    </span>
+    <SelectPrimitive.ItemText>{children}</SelectPrimitive.ItemText>
+  </SelectPrimitive.Item>
+))
+SelectItem.displayName = SelectPrimitive.Item.displayName
+
+const SelectSeparator = React.forwardRef<
+  React.ElementRef<typeof SelectPrimitive.Separator>,
+  React.ComponentPropsWithoutRef<typeof SelectPrimitive.Separator>
+>(({ className, ...props }, ref) => (
+  <SelectPrimitive.Separator
+    ref={ref}
+    className={cn("-mx-1 my-1 h-px bg-muted", className)}
+    {...props}
+  />
+))
+SelectSeparator.displayName = SelectPrimitive.Separator.displayName
+
+export {
+  Select,
+  SelectGroup,
+  SelectValue,
+  SelectTrigger,
+  SelectContent,
+  SelectLabel,
+  SelectItem,
+  SelectSeparator,
+  SelectScrollUpButton,
+  SelectScrollDownButton,
+}

frontend/src/index.css

@@ -1,3 +1,68 @@
 @tailwind base;
 @tailwind components;
 @tailwind utilities;
+
+@layer base {
+  :root {
+    --background: 0 0% 100%;
+    --foreground: 222.2 84% 4.9%;
+    --card: 0 0% 100%;
+    --card-foreground: 222.2 84% 4.9%;
+    --popover: 0 0% 100%;
+    --popover-foreground: 222.2 84% 4.9%;
+    --primary: 222.2 47.4% 11.2%;
+    --primary-foreground: 210 40% 98%;
+    --secondary: 210 40% 96.1%;
+    --secondary-foreground: 222.2 47.4% 11.2%;
+    --muted: 210 40% 96.1%;
+    --muted-foreground: 215.4 16.3% 46.9%;
+    --accent: 210 40% 96.1%;
+    --accent-foreground: 222.2 47.4% 11.2%;
+    --destructive: 0 84.2% 60.2%;
+    --destructive-foreground: 210 40% 98%;
+    --border: 214.3 31.8% 91.4%;
+    --input: 214.3 31.8% 91.4%;
+    --ring: 222.2 84% 4.9%;
+    --chart-1: 12 76% 61%;
+    --chart-2: 173 58% 39%;
+    --chart-3: 197 37% 24%;
+    --chart-4: 43 74% 66%;
+    --chart-5: 27 87% 67%;
+    --radius: 0.5rem
+  }
+  .dark {
+    --background: 222.2 84% 4.9%;
+    --foreground: 210 40% 98%;
+    --card: 222.2 84% 4.9%;
+    --card-foreground: 210 40% 98%;
+    --popover: 222.2 84% 4.9%;
+    --popover-foreground: 210 40% 98%;
+    --primary: 210 40% 98%;
+    --primary-foreground: 222.2 47.4% 11.2%;
+    --secondary: 217.2 32.6% 17.5%;
+    --secondary-foreground: 210 40% 98%;
+    --muted: 217.2 32.6% 17.5%;
+    --muted-foreground: 215 20.2% 65.1%;
+    --accent: 217.2 32.6% 17.5%;
+    --accent-foreground: 210 40% 98%;
+    --destructive: 0 62.8% 30.6%;
+    --destructive-foreground: 210 40% 98%;
+    --border: 217.2 32.6% 17.5%;
+    --input: 217.2 32.6% 17.5%;
+    --ring: 212.7 26.8% 83.9%;
+    --chart-1: 220 70% 50%;
+    --chart-2: 160 60% 45%;
+    --chart-3: 30 80% 55%;
+    --chart-4: 280 65% 60%;
+    --chart-5: 340 75% 55%
+  }
+}
+
+@layer base {
+  * {
+    @apply border-border;
+  }
+  body {
+    @apply bg-background text-foreground;
+  }
+}

frontend/src/lib/api.ts

@@ -2,6 +2,7 @@ import axios from "axios";
 import type {
   Account,
   Transaction,
+  AnalyticsTransaction,
   Balance,
   ApiResponse,
   NotificationSettings,
@@ -54,6 +55,18 @@ export const apiClient = {
     return response.data.data;
   },
 
+  // Get historical balances for balance progression chart
+  getHistoricalBalances: async (days?: number, accountId?: string): Promise<Balance[]> => {
+    const queryParams = new URLSearchParams();
+    if (days) queryParams.append("days", days.toString());
+    if (accountId) queryParams.append("account_id", accountId);
+
+    const response = await api.get<ApiResponse<Balance[]>>(
+      `/balances/history?${queryParams.toString()}`
+    );
+    return response.data.data;
+  },
+
   // Get balances for specific account
   getAccountBalances: async (accountId: string): Promise<Balance[]> => {
     const response = await api.get<ApiResponse<Balance[]>>(
@@ -71,6 +84,8 @@ export const apiClient = {
     perPage?: number;
     search?: string;
     summaryOnly?: boolean;
+    minAmount?: number;
+    maxAmount?: number;
   }): Promise<ApiResponse<Transaction[]>> => {
     const queryParams = new URLSearchParams();
 
@@ -84,6 +99,12 @@ export const apiClient = {
     if (params?.summaryOnly !== undefined) {
       queryParams.append("summary_only", params.summaryOnly.toString());
     }
+    if (params?.minAmount !== undefined) {
+      queryParams.append("min_amount", params.minAmount.toString());
+    }
+    if (params?.maxAmount !== undefined) {
+      queryParams.append("max_amount", params.maxAmount.toString());
+    }
 
     const response = await api.get<ApiResponse<Transaction[]>>(
       `/transactions?${queryParams.toString()}`,
@@ -148,12 +169,44 @@ export const apiClient = {
   getTransactionStats: async (days?: number): Promise<TransactionStats> => {
     const queryParams = new URLSearchParams();
     if (days) queryParams.append("days", days.toString());
-    
+
     const response = await api.get<ApiResponse<TransactionStats>>(
       `/transactions/stats?${queryParams.toString()}`
     );
     return response.data.data;
   },
+
+  // Get all transactions for analytics (no pagination)
+  getTransactionsForAnalytics: async (days?: number): Promise<AnalyticsTransaction[]> => {
+    const queryParams = new URLSearchParams();
+    if (days) queryParams.append("days", days.toString());
+
+    const response = await api.get<ApiResponse<AnalyticsTransaction[]>>(
+      `/transactions/analytics?${queryParams.toString()}`
+    );
+    return response.data.data;
+  },
+
+  // Get monthly transaction statistics (pre-calculated)
+  getMonthlyTransactionStats: async (days?: number): Promise<Array<{
+    month: string;
+    income: number;
+    expenses: number;
+    net: number;
+  }>> => {
+    const queryParams = new URLSearchParams();
+    if (days) queryParams.append("days", days.toString());
+
+    const response = await api.get<ApiResponse<Array<{
+      month: string;
+      income: number;
+      expenses: number;
+      net: number;
+    }>>>(
+      `/transactions/monthly-stats?${queryParams.toString()}`
+    );
+    return response.data.data;
+  },
 };
 
 export default apiClient;

frontend/src/lib/timePeriods.ts

@@ -0,0 +1,19 @@
+export type TimePeriod = {
+  label: string;
+  days: number;
+  value: string;
+};
+
+function getDaysFromYearStart(): number {
+  const now = new Date();
+  const yearStart = new Date(now.getFullYear(), 0, 1);
+  const diffTime = now.getTime() - yearStart.getTime();
+  return Math.ceil(diffTime / (1000 * 60 * 60 * 24));
+}
+
+export const TIME_PERIODS: TimePeriod[] = [
+  { label: "Last 30 days", days: 30, value: "30d" },
+  { label: "Last 6 months", days: 180, value: "6m" },
+  { label: "Year to Date", days: getDaysFromYearStart(), value: "ytd" },
+  { label: "Last 365 days", days: 365, value: "365d" },
+];

frontend/src/lib/utils.ts

@@ -1,62 +1,22 @@
-import { clsx, type ClassValue } from "clsx";
+import { clsx, type ClassValue } from "clsx"
+import { twMerge } from "tailwind-merge"
 
 export function cn(...inputs: ClassValue[]) {
-  return clsx(inputs);
+  return twMerge(clsx(inputs))
 }
 
-export function formatCurrency(
-  amount: number,
-  currency: string = "EUR",
-): string {
-  // Validate currency code - must be 3 letters and a valid ISO 4217 code
-  const validCurrency =
-    currency && /^[A-Z]{3}$/.test(currency) ? currency : "EUR";
-
-  try {
-    return new Intl.NumberFormat("en-US", {
-      style: "currency",
-      currency: validCurrency,
-    }).format(amount);
-  } catch {
-    // Fallback if currency is still invalid
-    console.warn(`Invalid currency code: ${currency}, falling back to EUR`);
-    return new Intl.NumberFormat("en-US", {
-      style: "currency",
-      currency: "EUR",
-    }).format(amount);
-  }
+export function formatCurrency(amount: number, currency: string = "EUR"): string {
+  return new Intl.NumberFormat("en-US", {
+    style: "currency",
+    currency,
+  }).format(amount);
 }
 
-export function formatDate(date: string): string {
-  if (!date) return "No date";
-
-  const parsedDate = new Date(date);
-  if (isNaN(parsedDate.getTime())) {
-    console.warn("Invalid date string:", date);
-    return "Invalid date";
-  }
-
-  return new Intl.DateTimeFormat("en-US", {
+export function formatDate(dateString: string): string {
+  const date = new Date(dateString);
+  return date.toLocaleDateString("en-US", {
     year: "numeric",
     month: "short",
     day: "numeric",
-  }).format(parsedDate);
-}
-
-export function formatDateTime(date: string): string {
-  if (!date) return "No date";
-
-  const parsedDate = new Date(date);
-  if (isNaN(parsedDate.getTime())) {
-    console.warn("Invalid date string:", date);
-    return "Invalid date";
-  }
-
-  return new Intl.DateTimeFormat("en-US", {
-    year: "numeric",
-    month: "short",
-    day: "numeric",
-    hour: "2-digit",
-    minute: "2-digit",
-  }).format(parsedDate);
+  });
 }

frontend/src/routes/analytics.tsx

@@ -1,10 +1,10 @@
 import { createFileRoute } from "@tanstack/react-router";
 import { useQuery } from "@tanstack/react-query";
+import { useState } from "react";
 import {
   CreditCard,
   TrendingUp,
   TrendingDown,
-  DollarSign,
   Activity,
   Users,
 } from "lucide-react";
@@ -13,12 +13,20 @@ import StatCard from "../components/analytics/StatCard";
 import BalanceChart from "../components/analytics/BalanceChart";
 import TransactionDistribution from "../components/analytics/TransactionDistribution";
 import MonthlyTrends from "../components/analytics/MonthlyTrends";
+import TimePeriodFilter from "../components/analytics/TimePeriodFilter";
+import type { TimePeriod } from "../lib/timePeriods";
+import { TIME_PERIODS } from "../lib/timePeriods";
 
 function AnalyticsDashboard() {
+  // Default to Last 365 days
+  const [selectedPeriod, setSelectedPeriod] = useState<TimePeriod>(
+    TIME_PERIODS.find((p) => p.value === "365d") || TIME_PERIODS[3]
+  );
+
   // Fetch analytics data
   const { data: stats, isLoading: statsLoading } = useQuery({
-    queryKey: ["transaction-stats"],
-    queryFn: () => apiClient.getTransactionStats(365), // Last year
+    queryKey: ["transaction-stats", selectedPeriod.days],
+    queryFn: () => apiClient.getTransactionStats(selectedPeriod.days),
   });
 
   const { data: accounts, isLoading: accountsLoading } = useQuery({
@@ -27,8 +35,8 @@ function AnalyticsDashboard() {
   });
 
   const { data: balances, isLoading: balancesLoading } = useQuery({
-    queryKey: ["balances"],
-    queryFn: () => apiClient.getBalances(),
+    queryKey: ["historical-balances", selectedPeriod.days],
+    queryFn: () => apiClient.getHistoricalBalances(selectedPeriod.days),
   });
 
   const isLoading = statsLoading || accountsLoading || balancesLoading;
@@ -38,8 +46,8 @@ function AnalyticsDashboard() {
       <div className="p-6">
         <div className="animate-pulse">
           <div className="h-8 bg-gray-200 rounded w-48 mb-6"></div>
-          <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6 mb-8">
-            {[...Array(4)].map((_, i) => (
+          <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6 mb-8">
+            {[...Array(3)].map((_, i) => (
               <div key={i} className="h-32 bg-gray-200 rounded"></div>
             ))}
           </div>
@@ -52,30 +60,17 @@ function AnalyticsDashboard() {
     );
   }
 
-  const totalBalance = accounts?.reduce((sum, account) => {
-    const closingBalance = account.balances.find(
-      (balance) => balance.balance_type === "closingBooked"
-    );
-    return sum + (closingBalance?.amount || 0);
-  }, 0) || 0;
-
   return (
     <div className="p-6 space-y-8">
-      <div>
-        <h1 className="text-3xl font-bold text-gray-900">Analytics Dashboard</h1>
-        <p className="mt-2 text-gray-600">
-          Overview of your financial data and spending patterns
-        </p>
-      </div>
+      {/* Time Period Filter */}
+      <TimePeriodFilter
+        selectedPeriod={selectedPeriod}
+        onPeriodChange={setSelectedPeriod}
+        className="bg-white rounded-lg shadow p-4 border border-gray-200"
+      />
 
       {/* Stats Cards */}
-      <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-6">
-        <StatCard
-          title="Total Balance"
-          value={`€${totalBalance.toLocaleString()}`}
-          subtitle={`Across ${accounts?.length || 0} accounts`}
-          icon={DollarSign}
-        />
+      <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
         <StatCard
           title="Total Transactions"
           value={stats?.total_transactions || 0}
@@ -126,7 +121,7 @@ function AnalyticsDashboard() {
       {/* Charts */}
       <div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
         <div className="bg-white rounded-lg shadow p-6 border border-gray-200">
-          <BalanceChart data={balances || []} />
+          <BalanceChart data={balances || []} accounts={accounts || []} />
         </div>
         <div className="bg-white rounded-lg shadow p-6 border border-gray-200">
           <TransactionDistribution accounts={accounts || []} />
@@ -135,43 +130,8 @@ function AnalyticsDashboard() {
 
       {/* Monthly Trends */}
       <div className="bg-white rounded-lg shadow p-6 border border-gray-200">
-        <MonthlyTrends />
+        <MonthlyTrends days={selectedPeriod.days} />
       </div>
-
-      {/* Summary Section */}
-      {stats && (
-        <div className="bg-blue-50 rounded-lg p-6 border border-blue-200">
-          <h3 className="text-lg font-medium text-blue-900 mb-4">
-            Period Summary ({stats.period_days} days)
-          </h3>
-          <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
-            <div>
-              <p className="text-blue-700 font-medium">Booked Transactions</p>
-              <p className="text-blue-900">{stats.booked_transactions}</p>
-            </div>
-            <div>
-              <p className="text-blue-700 font-medium">Pending Transactions</p>
-              <p className="text-blue-900">{stats.pending_transactions}</p>
-            </div>
-            <div>
-              <p className="text-blue-700 font-medium">Transaction Ratio</p>
-              <p className="text-blue-900">
-                {stats.total_transactions > 0
-                  ? `${Math.round(
-                      (stats.booked_transactions / stats.total_transactions) * 100
-                    )}% booked`
-                  : "No transactions"}
-              </p>
-            </div>
-            <div>
-              <p className="text-blue-700 font-medium">Spend Rate</p>
-              <p className="text-blue-900">
-                €{((stats.total_expenses || 0) / stats.period_days).toFixed(2)}/day
-              </p>
-            </div>
-          </div>
-        </div>
-      )}
     </div>
   );
 }

frontend/src/types/api.ts

@@ -59,6 +59,17 @@ export interface RawTransactionData {
   [key: string]: unknown; // Allow additional fields
 }
 
+// Type for analytics transaction data
+export interface AnalyticsTransaction {
+  transaction_id: string;
+  date: string;
+  description: string;
+  amount: number;
+  currency: string;
+  status: string;
+  account_id: string;
+}
+
 export interface Transaction {
   transaction_id: string; // NEW: stable bank-provided transaction ID
   internal_transaction_id: string | null; // OLD: unstable GoCardless ID

frontend/tailwind.config.js

@@ -1,8 +1,57 @@
 /** @type {import('tailwindcss').Config} */
 export default {
-  content: ["./index.html", "./src/**/*.{js,ts,jsx,tsx}"],
+    darkMode: ["class"],
+    content: ["./index.html", "./src/**/*.{js,ts,jsx,tsx}"],
   theme: {
-    extend: {},
+  	extend: {
+  		borderRadius: {
+  			lg: 'var(--radius)',
+  			md: 'calc(var(--radius) - 2px)',
+  			sm: 'calc(var(--radius) - 4px)'
+  		},
+  		colors: {
+  			background: 'hsl(var(--background))',
+  			foreground: 'hsl(var(--foreground))',
+  			card: {
+  				DEFAULT: 'hsl(var(--card))',
+  				foreground: 'hsl(var(--card-foreground))'
+  			},
+  			popover: {
+  				DEFAULT: 'hsl(var(--popover))',
+  				foreground: 'hsl(var(--popover-foreground))'
+  			},
+  			primary: {
+  				DEFAULT: 'hsl(var(--primary))',
+  				foreground: 'hsl(var(--primary-foreground))'
+  			},
+  			secondary: {
+  				DEFAULT: 'hsl(var(--secondary))',
+  				foreground: 'hsl(var(--secondary-foreground))'
+  			},
+  			muted: {
+  				DEFAULT: 'hsl(var(--muted))',
+  				foreground: 'hsl(var(--muted-foreground))'
+  			},
+  			accent: {
+  				DEFAULT: 'hsl(var(--accent))',
+  				foreground: 'hsl(var(--accent-foreground))'
+  			},
+  			destructive: {
+  				DEFAULT: 'hsl(var(--destructive))',
+  				foreground: 'hsl(var(--destructive-foreground))'
+  			},
+  			border: 'hsl(var(--border))',
+  			input: 'hsl(var(--input))',
+  			ring: 'hsl(var(--ring))',
+  			chart: {
+  				'1': 'hsl(var(--chart-1))',
+  				'2': 'hsl(var(--chart-2))',
+  				'3': 'hsl(var(--chart-3))',
+  				'4': 'hsl(var(--chart-4))',
+  				'5': 'hsl(var(--chart-5))'
+  			}
+  		}
+  	}
   },
-  plugins: [require("@tailwindcss/forms")],
+  plugins: [require("@tailwindcss/forms"), require("tailwindcss-animate")],
 };

frontend/tsconfig.app.json

@@ -15,6 +15,12 @@
     "noEmit": true,
     "jsx": "react-jsx",
 
+    /* Path mapping */
+    "baseUrl": ".",
+    "paths": {
+      "@/*": ["./src/*"]
+    },
+
     /* Linting */
     "strict": true,
     "noUnusedLocals": true,

frontend/tsconfig.json

@@ -3,5 +3,11 @@
   "references": [
     { "path": "./tsconfig.app.json" },
     { "path": "./tsconfig.node.json" }
-  ]
+  ],
+  "compilerOptions": {
+    "baseUrl": ".",
+    "paths": {
+      "@/*": ["./src/*"]
+    }
+  }
 }

frontend/vite.config.ts

@@ -5,4 +5,9 @@ import { TanStackRouterVite } from "@tanstack/router-vite-plugin";
 // https://vite.dev/config/
 export default defineConfig({
   plugins: [TanStackRouterVite(), react()],
+  resolve: {
+    alias: {
+      "@": "/src",
+    },
+  },
 });

leggen/api/models/accounts.py

@@ -1,5 +1,5 @@
 from datetime import datetime
-from typing import List, Optional, Dict, Any
+from typing import Any, Dict, List, Optional
 
 from pydantic import BaseModel
 

leggen/api/models/notifications.py

@@ -1,4 +1,4 @@
-from typing import Optional, List
+from typing import List, Optional
 
 from pydantic import BaseModel
 

leggen/api/routes/accounts.py

@@ -1,16 +1,17 @@
-from typing import Optional, List, Union
+from typing import List, Optional, Union
+
 from fastapi import APIRouter, HTTPException, Query
 from loguru import logger
 
-from leggend.api.models.common import APIResponse
-from leggend.api.models.accounts import (
-    AccountDetails,
+from leggen.api.models.accounts import (
     AccountBalance,
+    AccountDetails,
+    AccountUpdate,
     Transaction,
     TransactionSummary,
-    AccountUpdate,
 )
-from leggend.services.database_service import DatabaseService
+from leggen.api.models.common import APIResponse
+from leggen.services.database_service import DatabaseService
 
 router = APIRouter()
 database_service = DatabaseService()
@@ -215,6 +216,35 @@ async def get_all_balances() -> APIResponse:
         ) from e
 
 
+@router.get("/balances/history", response_model=APIResponse)
+async def get_historical_balances(
+    days: Optional[int] = Query(
+        default=365, le=1095, ge=1, description="Number of days of history to retrieve"
+    ),
+    account_id: Optional[str] = Query(
+        default=None, description="Filter by specific account ID"
+    ),
+) -> APIResponse:
+    """Get historical balance progression calculated from transaction history"""
+    try:
+        # Get historical balances from database
+        historical_balances = await database_service.get_historical_balances_from_db(
+            account_id=account_id, days=days or 365
+        )
+
+        return APIResponse(
+            success=True,
+            data=historical_balances,
+            message=f"Retrieved {len(historical_balances)} historical balance points over {days} days",
+        )
+
+    except Exception as e:
+        logger.error(f"Failed to get historical balances: {e}")
+        raise HTTPException(
+            status_code=500, detail=f"Failed to get historical balances: {str(e)}"
+        ) from e
+
+
 @router.get("/accounts/{account_id}/transactions", response_model=APIResponse)
 async def get_account_transactions(
     account_id: str,

leggen/api/routes/banks.py

@@ -1,15 +1,15 @@
 from fastapi import APIRouter, HTTPException, Query
 from loguru import logger
 
-from leggend.api.models.common import APIResponse
-from leggend.api.models.banks import (
-    BankInstitution,
+from leggen.api.models.banks import (
     BankConnectionRequest,
-    BankRequisition,
     BankConnectionStatus,
+    BankInstitution,
+    BankRequisition,
 )
-from leggend.services.gocardless_service import GoCardlessService
-from leggend.utils.gocardless import REQUISITION_STATUS
+from leggen.api.models.common import APIResponse
+from leggen.services.gocardless_service import GoCardlessService
+from leggen.utils.gocardless import REQUISITION_STATUS
 
 router = APIRouter()
 gocardless_service = GoCardlessService()

leggen/api/routes/notifications.py

@@ -1,17 +1,18 @@
-from typing import Dict, Any
+from typing import Any, Dict
+
 from fastapi import APIRouter, HTTPException
 from loguru import logger
 
-from leggend.api.models.common import APIResponse
-from leggend.api.models.notifications import (
+from leggen.api.models.common import APIResponse
+from leggen.api.models.notifications import (
+    DiscordConfig,
+    NotificationFilters,
     NotificationSettings,
     NotificationTest,
-    DiscordConfig,
     TelegramConfig,
-    NotificationFilters,
 )
-from leggend.services.notification_service import NotificationService
-from leggend.config import config
+from leggen.services.notification_service import NotificationService
+from leggen.utils.config import config
 
 router = APIRouter()
 notification_service = NotificationService()

leggen/api/routes/sync.py

@@ -1,12 +1,13 @@
 from typing import Optional
-from fastapi import APIRouter, HTTPException, BackgroundTasks
+
+from fastapi import APIRouter, BackgroundTasks, HTTPException
 from loguru import logger
 
-from leggend.api.models.common import APIResponse
-from leggend.api.models.sync import SyncRequest, SchedulerConfig
-from leggend.services.sync_service import SyncService
-from leggend.background.scheduler import scheduler
-from leggend.config import config
+from leggen.api.models.common import APIResponse
+from leggen.api.models.sync import SchedulerConfig, SyncRequest
+from leggen.background.scheduler import scheduler
+from leggen.services.sync_service import SyncService
+from leggen.utils.config import config
 
 router = APIRouter()
 sync_service = SyncService()

leggen/api/routes/transactions.py

@@ -1,11 +1,12 @@
-from typing import Optional, List, Union
 from datetime import datetime, timedelta
+from typing import List, Optional, Union
+
 from fastapi import APIRouter, HTTPException, Query
 from loguru import logger
 
-from leggend.api.models.common import APIResponse, PaginatedResponse
-from leggend.api.models.accounts import Transaction, TransactionSummary
-from leggend.services.database_service import DatabaseService
+from leggen.api.models.accounts import Transaction, TransactionSummary
+from leggen.api.models.common import APIResponse, PaginatedResponse
+from leggen.services.database_service import DatabaseService
 
 router = APIRouter()
 database_service = DatabaseService()
@@ -202,3 +203,88 @@ async def get_transaction_stats(
         raise HTTPException(
             status_code=500, detail=f"Failed to get transaction stats: {str(e)}"
         ) from e
+
+
+@router.get("/transactions/analytics", response_model=APIResponse)
+async def get_transactions_for_analytics(
+    days: int = Query(default=365, description="Number of days to include"),
+    account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
+) -> APIResponse:
+    """Get all transactions for analytics (no pagination) for the last N days"""
+    try:
+        # Date range for analytics
+        end_date = datetime.now()
+        start_date = end_date - timedelta(days=days)
+
+        # Format dates for database query
+        date_from = start_date.isoformat()
+        date_to = end_date.isoformat()
+
+        # Get ALL transactions from database (no limit for analytics)
+        transactions = await database_service.get_transactions_from_db(
+            account_id=account_id,
+            date_from=date_from,
+            date_to=date_to,
+            limit=None,  # No limit - get all transactions
+        )
+
+        # Transform for frontend (summary format)
+        transaction_summaries = [
+            {
+                "transaction_id": txn["transactionId"],
+                "date": txn["transactionDate"],
+                "description": txn["description"],
+                "amount": txn["transactionValue"],
+                "currency": txn["transactionCurrency"],
+                "status": txn["transactionStatus"],
+                "account_id": txn["accountId"],
+            }
+            for txn in transactions
+        ]
+
+        return APIResponse(
+            success=True,
+            data=transaction_summaries,
+            message=f"Retrieved {len(transaction_summaries)} transactions for analytics",
+        )
+
+    except Exception as e:
+        logger.error(f"Failed to get transactions for analytics: {e}")
+        raise HTTPException(
+            status_code=500, detail=f"Failed to get analytics transactions: {str(e)}"
+        ) from e
+
+
+@router.get("/transactions/monthly-stats", response_model=APIResponse)
+async def get_monthly_transaction_stats(
+    days: int = Query(default=365, description="Number of days to include"),
+    account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
+) -> APIResponse:
+    """Get monthly transaction statistics aggregated by the database"""
+    try:
+        # Date range for monthly stats
+        end_date = datetime.now()
+        start_date = end_date - timedelta(days=days)
+
+        # Format dates for database query
+        date_from = start_date.isoformat()
+        date_to = end_date.isoformat()
+
+        # Get monthly aggregated stats from database
+        monthly_stats = await database_service.get_monthly_transaction_stats_from_db(
+            account_id=account_id,
+            date_from=date_from,
+            date_to=date_to,
+        )
+
+        return APIResponse(
+            success=True,
+            data=monthly_stats,
+            message=f"Retrieved monthly stats for last {days} days",
+        )
+
+    except Exception as e:
+        logger.error(f"Failed to get monthly transaction stats: {e}")
+        raise HTTPException(
+            status_code=500, detail=f"Failed to get monthly stats: {str(e)}"
+        ) from e

leggen/api_client.py

@@ -1,20 +1,21 @@
 import os
-import requests
-from typing import Dict, Any, Optional, List, Union
+from typing import Any, Dict, List, Optional, Union
 from urllib.parse import urljoin
 
+import requests
+
 from leggen.utils.text import error
 
 
-class LeggendAPIClient:
-    """Client for communicating with the leggend FastAPI service"""
+class LeggenAPIClient:
+    """Client for communicating with the leggen FastAPI service"""
 
     base_url: str
 
     def __init__(self, base_url: Optional[str] = None):
         self.base_url = (
             base_url
-            or os.environ.get("LEGGEND_API_URL", "http://localhost:8000")
+            or os.environ.get("LEGGEN_API_URL", "http://localhost:8000")
             or "http://localhost:8000"
         )
         self.session = requests.Session()
@@ -31,7 +32,7 @@ class LeggendAPIClient:
             response.raise_for_status()
             return response.json()
         except requests.exceptions.ConnectionError:
-            error("Could not connect to leggend service. Is it running?")
+            error("Could not connect to leggen server. Is it running?")
             error(f"Trying to connect to: {self.base_url}")
             raise
         except requests.exceptions.HTTPError as e:
@@ -48,7 +49,7 @@ class LeggendAPIClient:
             raise
 
     def health_check(self) -> bool:
-        """Check if the leggend service is healthy"""
+        """Check if the leggen server is healthy"""
         try:
             response = self._make_request("GET", "/health")
             return response.get("status") == "healthy"

leggen/background/scheduler.py

@@ -2,9 +2,9 @@ from apscheduler.schedulers.asyncio import AsyncIOScheduler
 from apscheduler.triggers.cron import CronTrigger
 from loguru import logger
 
-from leggend.config import config
-from leggend.services.sync_service import SyncService
-from leggend.services.notification_service import NotificationService
+from leggen.services.notification_service import NotificationService
+from leggen.services.sync_service import SyncService
+from leggen.utils.config import config
 
 
 class BackgroundScheduler:

leggen/commands/balances.py

@@ -1,7 +1,7 @@
 import click
 
+from leggen.api_client import LeggenAPIClient
 from leggen.main import cli
-from leggen.api_client import LeggendAPIClient
 from leggen.utils.text import datefmt, print_table
 
 
@@ -11,12 +11,12 @@ def balances(ctx: click.Context):
     """
     List balances of all connected accounts
     """
-    api_client = LeggendAPIClient(ctx.obj.get("api_url"))
+    api_client = LeggenAPIClient(ctx.obj.get("api_url"))
 
-    # Check if leggend service is available
+    # Check if leggen server is available
     if not api_client.health_check():
         click.echo(
-            "Error: Cannot connect to leggend service. Please ensure it's running."
+            "Error: Cannot connect to leggen server. Please ensure it's running."
         )
         return
 

leggen/commands/bank/add.py

@@ -1,9 +1,9 @@
 import click
 
+from leggen.api_client import LeggenAPIClient
 from leggen.main import cli
-from leggen.api_client import LeggendAPIClient
 from leggen.utils.disk import save_file
-from leggen.utils.text import info, print_table, warning, success
+from leggen.utils.text import info, print_table, success, warning
 
 
 @cli.command()
@@ -12,12 +12,12 @@ def add(ctx):
     """
     Connect to a bank
     """
-    api_client = LeggendAPIClient(ctx.obj.get("api_url"))
+    api_client = LeggenAPIClient(ctx.obj.get("api_url"))
 
-    # Check if leggend service is available
+    # Check if leggen server is available
     if not api_client.health_check():
         click.echo(
-            "Error: Cannot connect to leggend service. Please ensure it's running."
+            "Error: Cannot connect to leggen server. Please ensure it's running."
         )
         return
 

leggen/commands/generate_sample_db.py

@@ -1,9 +1,8 @@
 """Generate sample database command."""
 
-import click
 from pathlib import Path
 
-from leggen.utils.paths import path_manager
+import click
 
 
 @click.command()
@@ -30,29 +29,33 @@ from leggen.utils.paths import path_manager
     help="Overwrite existing database without confirmation",
 )
 @click.pass_context
-def generate_sample_db(ctx: click.Context, database: Path, accounts: int, transactions: int, force: bool):
+def generate_sample_db(
+    ctx: click.Context, database: Path, accounts: int, transactions: int, force: bool
+):
     """Generate a sample database with realistic financial data for testing."""
-    
+
     # Import here to avoid circular imports
-    import sys
     import subprocess
+    import sys
     from pathlib import Path as PathlibPath
-    
+
     # Get the script path
-    script_path = PathlibPath(__file__).parent.parent.parent / "scripts" / "generate_sample_db.py"
-    
+    script_path = (
+        PathlibPath(__file__).parent.parent.parent / "scripts" / "generate_sample_db.py"
+    )
+
     # Build command arguments
     cmd = [sys.executable, str(script_path)]
-    
+
     if database:
         cmd.extend(["--database", str(database)])
-    
+
     cmd.extend(["--accounts", str(accounts)])
     cmd.extend(["--transactions", str(transactions)])
-    
+
     if force:
         cmd.append("--force")
-    
+
     # Execute the script
     try:
         subprocess.run(cmd, check=True)
@@ -62,4 +65,4 @@ def generate_sample_db(ctx: click.Context, database: Path, accounts: int, transa
 
 
 # Export the command
-generate_sample_db = generate_sample_db
+generate_sample_db = generate_sample_db

leggen/commands/server.py

@@ -1,20 +1,22 @@
 from contextlib import asynccontextmanager
 from importlib import metadata
 
+import click
 import uvicorn
 from fastapi import FastAPI
 from fastapi.middleware.cors import CORSMiddleware
 from loguru import logger
 
-from leggend.api.routes import banks, accounts, sync, notifications, transactions
-from leggend.background.scheduler import scheduler
-from leggend.config import config
+from leggen.api.routes import accounts, banks, notifications, sync, transactions
+from leggen.background.scheduler import scheduler
+from leggen.utils.config import config
+from leggen.utils.paths import path_manager
 
 
 @asynccontextmanager
 async def lifespan(app: FastAPI):
     # Startup
-    logger.info("Starting leggend service...")
+    logger.info("Starting leggen server...")
 
     # Load configuration
     try:
@@ -26,7 +28,7 @@ async def lifespan(app: FastAPI):
 
     # Run database migrations
     try:
-        from leggend.services.database_service import DatabaseService
+        from leggen.services.database_service import DatabaseService
 
         db_service = DatabaseService()
         await db_service.run_migrations_if_needed()
@@ -42,7 +44,7 @@ async def lifespan(app: FastAPI):
     yield
 
     # Shutdown
-    logger.info("Shutting down leggend service...")
+    logger.info("Shutting down leggen server...")
     scheduler.shutdown()
 
 
@@ -54,7 +56,7 @@ def create_app() -> FastAPI:
         version = "unknown"
 
     app = FastAPI(
-        title="Leggend API",
+        title="Leggen API",
         description="Open Banking API for Leggen",
         version=version,
         lifespan=lifespan,
@@ -87,13 +89,13 @@ def create_app() -> FastAPI:
             version = metadata.version("leggen")
         except metadata.PackageNotFoundError:
             version = "unknown"
-        return {"message": "Leggend API is running", "version": version}
+        return {"message": "Leggen API is running", "version": version}
 
     @app.get("/api/v1/health")
     async def health():
         """Health check endpoint for API connectivity"""
         try:
-            from leggend.api.models.common import APIResponse
+            from leggen.api.models.common import APIResponse
 
             config_loaded = config._config is not None
 
@@ -108,7 +110,7 @@ def create_app() -> FastAPI:
             )
         except Exception as e:
             logger.error(f"Health check failed: {e}")
-            from leggend.api.models.common import APIResponse
+            from leggen.api.models.common import APIResponse
 
             return APIResponse(
                 success=False,
@@ -119,61 +121,58 @@ def create_app() -> FastAPI:
     return app
 
 
-def main():
-    import argparse
-    from pathlib import Path
-    from leggen.utils.paths import path_manager
+@click.command()
+@click.option(
+    "--reload",
+    is_flag=True,
+    help="Enable auto-reload for development",
+)
+@click.option(
+    "--host",
+    default="0.0.0.0",
+    help="Host to bind to (default: 0.0.0.0)",
+)
+@click.option(
+    "--port",
+    type=int,
+    default=8000,
+    help="Port to bind to (default: 8000)",
+)
+@click.pass_context
+def server(ctx: click.Context, reload: bool, host: str, port: int):
+    """Start the Leggen API server"""
 
-    parser = argparse.ArgumentParser(description="Start the Leggend API service")
-    parser.add_argument(
-        "--reload", action="store_true", help="Enable auto-reload for development"
-    )
-    parser.add_argument(
-        "--host", default="0.0.0.0", help="Host to bind to (default: 0.0.0.0)"
-    )
-    parser.add_argument(
-        "--port", type=int, default=8000, help="Port to bind to (default: 8000)"
-    )
-    parser.add_argument(
-        "--config-dir",
-        type=Path,
-        help="Directory containing configuration files (default: ~/.config/leggen)",
-    )
-    parser.add_argument(
-        "--database",
-        type=Path,
-        help="Path to SQLite database file (default: <config-dir>/leggen.db)",
-    )
-    args = parser.parse_args()
+    # Get config_dir and database from main CLI context
+    config_dir = None
+    database = None
+    if ctx.parent:
+        config_dir = ctx.parent.params.get("config_dir")
+        database = ctx.parent.params.get("database")
 
     # Set up path manager with user-provided paths
-    if args.config_dir:
-        path_manager.set_config_dir(args.config_dir)
-    if args.database:
-        path_manager.set_database_path(args.database)
+    if config_dir:
+        path_manager.set_config_dir(config_dir)
+    if database:
+        path_manager.set_database_path(database)
 
-    if args.reload:
+    if reload:
         # Use string import for reload to work properly
         uvicorn.run(
-            "leggend.main:create_app",
+            "leggen.commands.server:create_app",
             factory=True,
-            host=args.host,
-            port=args.port,
+            host=host,
+            port=port,
             log_level="info",
             access_log=True,
             reload=True,
-            reload_dirs=["leggend", "leggen"],  # Watch both directories
+            reload_dirs=["leggen"],  # Watch leggen directory
         )
     else:
         app = create_app()
         uvicorn.run(
             app,
-            host=args.host,
-            port=args.port,
+            host=host,
+            port=port,
             log_level="info",
             access_log=True,
         )
-
-
-if __name__ == "__main__":
-    main()

leggen/commands/status.py

@@ -1,7 +1,7 @@
 import click
 
+from leggen.api_client import LeggenAPIClient
 from leggen.main import cli
-from leggen.api_client import LeggendAPIClient
 from leggen.utils.text import datefmt, echo, info, print_table
 
 
@@ -11,12 +11,12 @@ def status(ctx: click.Context):
     """
     List all connected banks and their status
     """
-    api_client = LeggendAPIClient(ctx.obj.get("api_url"))
+    api_client = LeggenAPIClient(ctx.obj.get("api_url"))
 
-    # Check if leggend service is available
+    # Check if leggen server is available
     if not api_client.health_check():
         click.echo(
-            "Error: Cannot connect to leggend service. Please ensure it's running."
+            "Error: Cannot connect to leggen server. Please ensure it's running."
         )
         return
 

leggen/commands/sync.py

@@ -1,7 +1,7 @@
 import click
 
+from leggen.api_client import LeggenAPIClient
 from leggen.main import cli
-from leggen.api_client import LeggendAPIClient
 from leggen.utils.text import error, info, success
 
 
@@ -13,11 +13,11 @@ def sync(ctx: click.Context, wait: bool, force: bool):
     """
     Sync all transactions with database
     """
-    api_client = LeggendAPIClient(ctx.obj.get("api_url"))
+    api_client = LeggenAPIClient(ctx.obj.get("api_url"))
 
-    # Check if leggend service is available
+    # Check if leggen server is available
     if not api_client.health_check():
-        error("Cannot connect to leggend service. Please ensure it's running.")
+        error("Cannot connect to leggen server. Please ensure it's running.")
         return
 
     try:

leggen/commands/transactions.py

@@ -1,7 +1,7 @@
 import click
 
+from leggen.api_client import LeggenAPIClient
 from leggen.main import cli
-from leggen.api_client import LeggendAPIClient
 from leggen.utils.text import datefmt, info, print_table
 
 
@@ -20,12 +20,12 @@ def transactions(ctx: click.Context, account: str, limit: int, full: bool):
 
     If the --account option is used, it will only list transactions for that account.
     """
-    api_client = LeggendAPIClient(ctx.obj.get("api_url"))
+    api_client = LeggenAPIClient(ctx.obj.get("api_url"))
 
-    # Check if leggend service is available
+    # Check if leggen server is available
     if not api_client.health_check():
         click.echo(
-            "Error: Cannot connect to leggend service. Please ensure it's running."
+            "Error: Cannot connect to leggen server. Please ensure it's running."
         )
         return
 

leggen/database/sqlite.py

@@ -1,522 +0,0 @@
-import json
-import sqlite3
-from sqlite3 import IntegrityError
-
-import click
-
-from leggen.utils.text import success, warning
-from leggen.utils.paths import path_manager
-
-
-def persist_balances(ctx: click.Context, balance: dict):
-    # Connect to SQLite database
-    db_path = path_manager.get_database_path()
-    conn = sqlite3.connect(str(db_path))
-    cursor = conn.cursor()
-
-    # Create the accounts table if it doesn't exist
-    cursor.execute(
-        """CREATE TABLE IF NOT EXISTS accounts (
-        id TEXT PRIMARY KEY,
-        institution_id TEXT,
-        status TEXT,
-        iban TEXT,
-        name TEXT,
-        currency TEXT,
-        created DATETIME,
-        last_accessed DATETIME,
-        last_updated DATETIME
-    )"""
-    )
-
-    # Create indexes for accounts table
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_accounts_institution_id
-           ON accounts(institution_id)"""
-    )
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_accounts_status
-           ON accounts(status)"""
-    )
-
-    # Create the balances table if it doesn't exist
-    cursor.execute(
-        """CREATE TABLE IF NOT EXISTS balances (
-        id INTEGER PRIMARY KEY AUTOINCREMENT,
-        account_id TEXT,
-        bank TEXT,
-        status TEXT,
-        iban TEXT,
-        amount REAL,
-        currency TEXT,
-        type TEXT,
-        timestamp DATETIME
-    )"""
-    )
-
-    # Create indexes for better performance
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_balances_account_id
-           ON balances(account_id)"""
-    )
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_balances_timestamp
-           ON balances(timestamp)"""
-    )
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_balances_account_type_timestamp
-           ON balances(account_id, type, timestamp)"""
-    )
-
-    # Insert balance into SQLite database
-    try:
-        cursor.execute(
-            """INSERT INTO balances (
-            account_id,
-            bank,
-            status,
-            iban,
-            amount,
-            currency,
-            type,
-            timestamp
-        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?)""",
-            (
-                balance["account_id"],
-                balance["bank"],
-                balance["status"],
-                balance["iban"],
-                balance["amount"],
-                balance["currency"],
-                balance["type"],
-                balance["timestamp"],
-            ),
-        )
-    except IntegrityError:
-        warning(f"[{balance['account_id']}] Skipped duplicate balance")
-
-    # Commit changes and close the connection
-    conn.commit()
-    conn.close()
-
-    success(f"[{balance['account_id']}] Inserted balance of type {balance['type']}")
-
-    return balance
-
-
-def persist_transactions(ctx: click.Context, account: str, transactions: list) -> list:
-    # Connect to SQLite database
-    db_path = path_manager.get_database_path()
-    conn = sqlite3.connect(str(db_path))
-    cursor = conn.cursor()
-
-    # Create the transactions table if it doesn't exist
-    cursor.execute(
-        """CREATE TABLE IF NOT EXISTS transactions (
-        accountId TEXT NOT NULL,
-        transactionId TEXT NOT NULL,
-        internalTransactionId TEXT,
-        institutionId TEXT,
-        iban TEXT,
-        transactionDate DATETIME,
-        description TEXT,
-        transactionValue REAL,
-        transactionCurrency TEXT,
-        transactionStatus TEXT,
-        rawTransaction JSON,
-        PRIMARY KEY (accountId, transactionId)
-    )"""
-    )
-
-    # Create indexes for better performance
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_transactions_internal_id
-           ON transactions(internalTransactionId)"""
-    )
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_transactions_date
-           ON transactions(transactionDate)"""
-    )
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_transactions_account_date
-           ON transactions(accountId, transactionDate)"""
-    )
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_transactions_amount
-           ON transactions(transactionValue)"""
-    )
-
-    # Insert transactions into SQLite database
-    duplicates_count = 0
-
-    # Prepare an SQL statement for inserting data
-    insert_sql = """INSERT OR REPLACE INTO transactions (
-        accountId,
-        transactionId,
-        internalTransactionId,
-        institutionId,
-        iban,
-        transactionDate,
-        description,
-        transactionValue,
-        transactionCurrency,
-        transactionStatus,
-        rawTransaction
-    ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
-
-    new_transactions = []
-
-    for transaction in transactions:
-        try:
-            cursor.execute(
-                insert_sql,
-                (
-                    transaction["accountId"],
-                    transaction["transactionId"],
-                    transaction.get("internalTransactionId"),
-                    transaction["institutionId"],
-                    transaction["iban"],
-                    transaction["transactionDate"],
-                    transaction["description"],
-                    transaction["transactionValue"],
-                    transaction["transactionCurrency"],
-                    transaction["transactionStatus"],
-                    json.dumps(transaction["rawTransaction"]),
-                ),
-            )
-            new_transactions.append(transaction)
-        except IntegrityError:
-            # A transaction with the same ID already exists, indicating a duplicate
-            duplicates_count += 1
-
-    # Commit changes and close the connection
-    conn.commit()
-    conn.close()
-
-    success(f"[{account}] Inserted {len(new_transactions)} new transactions")
-    if duplicates_count:
-        warning(f"[{account}] Skipped {duplicates_count} duplicate transactions")
-
-    return new_transactions
-
-
-def get_transactions(
-    account_id=None,
-    limit=100,
-    offset=0,
-    date_from=None,
-    date_to=None,
-    min_amount=None,
-    max_amount=None,
-    search=None,
-):
-    """Get transactions from SQLite database with optional filtering"""
-    db_path = path_manager.get_database_path()
-    if not db_path.exists():
-        return []
-    conn = sqlite3.connect(str(db_path))
-    conn.row_factory = sqlite3.Row  # Enable dict-like access
-    cursor = conn.cursor()
-
-    # Build query with filters
-    query = "SELECT * FROM transactions WHERE 1=1"
-    params = []
-
-    if account_id:
-        query += " AND accountId = ?"
-        params.append(account_id)
-
-    if date_from:
-        query += " AND transactionDate >= ?"
-        params.append(date_from)
-
-    if date_to:
-        query += " AND transactionDate <= ?"
-        params.append(date_to)
-
-    if min_amount is not None:
-        query += " AND transactionValue >= ?"
-        params.append(min_amount)
-
-    if max_amount is not None:
-        query += " AND transactionValue <= ?"
-        params.append(max_amount)
-
-    if search:
-        query += " AND description LIKE ?"
-        params.append(f"%{search}%")
-
-    # Add ordering and pagination
-    query += " ORDER BY transactionDate DESC"
-
-    if limit:
-        query += " LIMIT ?"
-        params.append(limit)
-
-    if offset:
-        query += " OFFSET ?"
-        params.append(offset)
-
-    try:
-        cursor.execute(query, params)
-        rows = cursor.fetchall()
-
-        # Convert to list of dicts and parse JSON fields
-        transactions = []
-        for row in rows:
-            transaction = dict(row)
-            if transaction["rawTransaction"]:
-                transaction["rawTransaction"] = json.loads(
-                    transaction["rawTransaction"]
-                )
-            transactions.append(transaction)
-
-        conn.close()
-        return transactions
-
-    except Exception as e:
-        conn.close()
-        raise e
-
-
-def get_balances(account_id=None):
-    """Get latest balances from SQLite database"""
-    db_path = path_manager.get_database_path()
-    if not db_path.exists():
-        return []
-    conn = sqlite3.connect(str(db_path))
-    conn.row_factory = sqlite3.Row
-    cursor = conn.cursor()
-
-    # Get latest balance for each account_id and type combination
-    query = """
-        SELECT * FROM balances b1
-        WHERE b1.timestamp = (
-            SELECT MAX(b2.timestamp)
-            FROM balances b2
-            WHERE b2.account_id = b1.account_id AND b2.type = b1.type
-        )
-    """
-    params = []
-
-    if account_id:
-        query += " AND b1.account_id = ?"
-        params.append(account_id)
-
-    query += " ORDER BY b1.account_id, b1.type"
-
-    try:
-        cursor.execute(query, params)
-        rows = cursor.fetchall()
-
-        balances = [dict(row) for row in rows]
-        conn.close()
-        return balances
-
-    except Exception as e:
-        conn.close()
-        raise e
-
-
-def get_account_summary(account_id):
-    """Get basic account info from transactions table (avoids GoCardless API call)"""
-    db_path = path_manager.get_database_path()
-    if not db_path.exists():
-        return None
-    conn = sqlite3.connect(str(db_path))
-    conn.row_factory = sqlite3.Row
-    cursor = conn.cursor()
-
-    try:
-        # Get account info from most recent transaction
-        cursor.execute(
-            """
-            SELECT DISTINCT accountId, institutionId, iban
-            FROM transactions
-            WHERE accountId = ?
-            ORDER BY transactionDate DESC
-            LIMIT 1
-        """,
-            (account_id,),
-        )
-
-        row = cursor.fetchone()
-        conn.close()
-
-        if row:
-            return dict(row)
-        return None
-
-    except Exception as e:
-        conn.close()
-        raise e
-
-
-def get_transaction_count(account_id=None, **filters):
-    """Get total count of transactions matching filters"""
-    db_path = path_manager.get_database_path()
-    if not db_path.exists():
-        return 0
-    conn = sqlite3.connect(str(db_path))
-    cursor = conn.cursor()
-
-    query = "SELECT COUNT(*) FROM transactions WHERE 1=1"
-    params = []
-
-    if account_id:
-        query += " AND accountId = ?"
-        params.append(account_id)
-
-    # Add same filters as get_transactions
-    if filters.get("date_from"):
-        query += " AND transactionDate >= ?"
-        params.append(filters["date_from"])
-
-    if filters.get("date_to"):
-        query += " AND transactionDate <= ?"
-        params.append(filters["date_to"])
-
-    if filters.get("min_amount") is not None:
-        query += " AND transactionValue >= ?"
-        params.append(filters["min_amount"])
-
-    if filters.get("max_amount") is not None:
-        query += " AND transactionValue <= ?"
-        params.append(filters["max_amount"])
-
-    if filters.get("search"):
-        query += " AND description LIKE ?"
-        params.append(f"%{filters['search']}%")
-
-    try:
-        cursor.execute(query, params)
-        count = cursor.fetchone()[0]
-        conn.close()
-        return count
-
-    except Exception as e:
-        conn.close()
-        raise e
-
-
-def persist_account(account_data: dict):
-    """Persist account details to SQLite database"""
-    db_path = path_manager.get_database_path()
-    conn = sqlite3.connect(str(db_path))
-    cursor = conn.cursor()
-
-    # Create the accounts table if it doesn't exist
-    cursor.execute(
-        """CREATE TABLE IF NOT EXISTS accounts (
-        id TEXT PRIMARY KEY,
-        institution_id TEXT,
-        status TEXT,
-        iban TEXT,
-        name TEXT,
-        currency TEXT,
-        created DATETIME,
-        last_accessed DATETIME,
-        last_updated DATETIME
-    )"""
-    )
-
-    # Create indexes for accounts table
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_accounts_institution_id
-           ON accounts(institution_id)"""
-    )
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_accounts_status
-           ON accounts(status)"""
-    )
-
-    try:
-        # Insert or replace account data
-        cursor.execute(
-            """INSERT OR REPLACE INTO accounts (
-            id,
-            institution_id,
-            status,
-            iban,
-            name,
-            currency,
-            created,
-            last_accessed,
-            last_updated
-        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)""",
-            (
-                account_data["id"],
-                account_data["institution_id"],
-                account_data["status"],
-                account_data.get("iban"),
-                account_data.get("name"),
-                account_data.get("currency"),
-                account_data["created"],
-                account_data.get("last_accessed"),
-                account_data.get("last_updated", account_data["created"]),
-            ),
-        )
-        conn.commit()
-        conn.close()
-
-        success(f"[{account_data['id']}] Account details persisted to database")
-        return account_data
-
-    except Exception as e:
-        conn.close()
-        raise e
-
-
-def get_accounts(account_ids=None):
-    """Get account details from SQLite database"""
-    db_path = path_manager.get_database_path()
-    if not db_path.exists():
-        return []
-    conn = sqlite3.connect(str(db_path))
-    conn.row_factory = sqlite3.Row
-    cursor = conn.cursor()
-
-    query = "SELECT * FROM accounts"
-    params = []
-
-    if account_ids:
-        placeholders = ",".join("?" * len(account_ids))
-        query += f" WHERE id IN ({placeholders})"
-        params.extend(account_ids)
-
-    query += " ORDER BY created DESC"
-
-    try:
-        cursor.execute(query, params)
-        rows = cursor.fetchall()
-
-        accounts = [dict(row) for row in rows]
-        conn.close()
-        return accounts
-
-    except Exception as e:
-        conn.close()
-        raise e
-
-
-def get_account(account_id: str):
-    """Get specific account details from SQLite database"""
-    db_path = path_manager.get_database_path()
-    if not db_path.exists():
-        return None
-    conn = sqlite3.connect(str(db_path))
-    conn.row_factory = sqlite3.Row
-    cursor = conn.cursor()
-
-    try:
-        cursor.execute("SELECT * FROM accounts WHERE id = ?", (account_id,))
-        row = cursor.fetchone()
-        conn.close()
-
-        if row:
-            return dict(row)
-        return None
-
-    except Exception as e:
-        conn.close()
-        raise e

leggen/main.py

@@ -6,8 +6,8 @@ from pathlib import Path
 import click
 
 from leggen.utils.config import load_config
-from leggen.utils.text import error
 from leggen.utils.paths import path_manager
+from leggen.utils.text import error
 
 cmd_folder = os.path.abspath(os.path.join(os.path.dirname(__file__), "commands"))
 
@@ -105,9 +105,9 @@ class Group(click.Group):
     "--api-url",
     type=str,
     default="http://localhost:8000",
-    envvar="LEGGEND_API_URL",
+    envvar="LEGGEN_API_URL",
     show_envvar=True,
-    help="URL of the leggend API service",
+    help="URL of the leggen API service",
 )
 @click.group(
     cls=Group,

leggen/models/config.py

@@ -0,0 +1,65 @@
+from typing import List, Optional
+
+from pydantic import BaseModel, Field
+
+
+class GoCardlessConfig(BaseModel):
+    key: str = Field(..., description="GoCardless API key")
+    secret: str = Field(..., description="GoCardless API secret")
+    url: str = Field(
+        default="https://bankaccountdata.gocardless.com/api/v2",
+        description="GoCardless API URL",
+    )
+
+
+class DatabaseConfig(BaseModel):
+    sqlite: bool = Field(default=True, description="Enable SQLite database")
+
+
+class DiscordNotificationConfig(BaseModel):
+    webhook: str = Field(..., description="Discord webhook URL")
+    enabled: bool = Field(default=True, description="Enable Discord notifications")
+
+
+class TelegramNotificationConfig(BaseModel):
+    token: str = Field(..., alias="api-key", description="Telegram bot token")
+    chat_id: int = Field(..., alias="chat-id", description="Telegram chat ID")
+    enabled: bool = Field(default=True, description="Enable Telegram notifications")
+
+
+class NotificationConfig(BaseModel):
+    discord: Optional[DiscordNotificationConfig] = None
+    telegram: Optional[TelegramNotificationConfig] = None
+
+
+class FilterConfig(BaseModel):
+    case_insensitive: Optional[List[str]] = Field(
+        default_factory=list, alias="case-insensitive"
+    )
+    case_sensitive: Optional[List[str]] = Field(
+        default_factory=list, alias="case-sensitive"
+    )
+
+
+class SyncScheduleConfig(BaseModel):
+    enabled: bool = Field(default=True, description="Enable sync scheduling")
+    hour: int = Field(default=3, ge=0, le=23, description="Hour to run sync (0-23)")
+    minute: int = Field(default=0, ge=0, le=59, description="Minute to run sync (0-59)")
+    cron: Optional[str] = Field(
+        default=None, description="Custom cron expression (overrides hour/minute)"
+    )
+
+
+class SchedulerConfig(BaseModel):
+    sync: SyncScheduleConfig = Field(default_factory=SyncScheduleConfig)
+
+
+class Config(BaseModel):
+    gocardless: GoCardlessConfig
+    database: DatabaseConfig = Field(default_factory=DatabaseConfig)
+    notifications: Optional[NotificationConfig] = None
+    filters: Optional[FilterConfig] = None
+    scheduler: SchedulerConfig = Field(default_factory=SchedulerConfig)
+
+    class Config:
+        validate_by_name = True

leggen/services/database_service.py

@@ -1,11 +1,12 @@
-from datetime import datetime
-from typing import List, Dict, Any, Optional
+import json
 import sqlite3
+from datetime import datetime, timedelta
+from typing import Any, Dict, List, Optional
 
 from loguru import logger
 
-from leggend.config import config
-import leggen.database.sqlite as sqlite_db
+from leggen.services.transaction_processor import TransactionProcessor
+from leggen.utils.config import config
 from leggen.utils.paths import path_manager
 
 
@@ -13,6 +14,7 @@ class DatabaseService:
     def __init__(self):
         self.db_config = config.database_config
         self.sqlite_enabled = self.db_config.get("sqlite", True)
+        self.transaction_processor = TransactionProcessor()
 
     async def persist_balance(
         self, account_id: str, balance_data: Dict[str, Any]
@@ -41,84 +43,14 @@ class DatabaseService:
         transaction_data: Dict[str, Any],
     ) -> List[Dict[str, Any]]:
         """Process raw transaction data into standardized format"""
-        transactions = []
-
-        # Process booked transactions
-        for transaction in transaction_data.get("transactions", {}).get("booked", []):
-            processed = self._process_single_transaction(
-                account_id, account_info, transaction, "booked"
-            )
-            transactions.append(processed)
-
-        # Process pending transactions
-        for transaction in transaction_data.get("transactions", {}).get("pending", []):
-            processed = self._process_single_transaction(
-                account_id, account_info, transaction, "pending"
-            )
-            transactions.append(processed)
-
-        return transactions
-
-    def _process_single_transaction(
-        self,
-        account_id: str,
-        account_info: Dict[str, Any],
-        transaction: Dict[str, Any],
-        status: str,
-    ) -> Dict[str, Any]:
-        """Process a single transaction into standardized format"""
-        # Extract dates
-        booked_date = transaction.get("bookingDateTime") or transaction.get(
-            "bookingDate"
+        return self.transaction_processor.process_transactions(
+            account_id, account_info, transaction_data
         )
-        value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
-
-        if booked_date and value_date:
-            min_date = min(
-                datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
-            )
-        else:
-            date_str = booked_date or value_date
-            if not date_str:
-                raise ValueError("No valid date found in transaction")
-            min_date = datetime.fromisoformat(date_str)
-
-        # Extract amount and currency
-        transaction_amount = transaction.get("transactionAmount", {})
-        amount = float(transaction_amount.get("amount", 0))
-        currency = transaction_amount.get("currency", "")
-
-        # Extract description
-        description = transaction.get(
-            "remittanceInformationUnstructured",
-            ",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
-        )
-
-        # Extract transaction IDs - transactionId is now primary, internalTransactionId is reference
-        transaction_id = transaction.get("transactionId")
-        internal_transaction_id = transaction.get("internalTransactionId")
-
-        if not transaction_id:
-            raise ValueError("Transaction missing required transactionId field")
-
-        return {
-            "accountId": account_id,
-            "transactionId": transaction_id,
-            "internalTransactionId": internal_transaction_id,
-            "institutionId": account_info["institution_id"],
-            "iban": account_info.get("iban", "N/A"),
-            "transactionDate": min_date,
-            "description": description,
-            "transactionValue": amount,
-            "transactionCurrency": currency,
-            "transactionStatus": status,
-            "rawTransaction": transaction,
-        }
 
     async def get_transactions_from_db(
         self,
         account_id: Optional[str] = None,
-        limit: Optional[int] = 100,
+        limit: Optional[int] = None,  # None means no limit, used for stats
         offset: Optional[int] = 0,
         date_from: Optional[str] = None,
         date_to: Optional[str] = None,
@@ -132,9 +64,9 @@ class DatabaseService:
             return []
 
         try:
-            transactions = sqlite_db.get_transactions(
+            transactions = self._get_transactions(
                 account_id=account_id,
-                limit=limit or 100,
+                limit=limit,  # Pass limit as-is, None means no limit
                 offset=offset or 0,
                 date_from=date_from,
                 date_to=date_to,
@@ -172,7 +104,7 @@ class DatabaseService:
             # Remove None values
             filters = {k: v for k, v in filters.items() if v is not None}
 
-            count = sqlite_db.get_transaction_count(account_id=account_id, **filters)
+            count = self._get_transaction_count(account_id=account_id, **filters)
             logger.debug(f"Total transaction count: {count}")
             return count
         except Exception as e:
@@ -188,13 +120,31 @@ class DatabaseService:
             return []
 
         try:
-            balances = sqlite_db.get_balances(account_id=account_id)
+            balances = self._get_balances(account_id=account_id)
             logger.debug(f"Retrieved {len(balances)} balances from database")
             return balances
         except Exception as e:
             logger.error(f"Failed to get balances from database: {e}")
             return []
 
+    async def get_historical_balances_from_db(
+        self, account_id: Optional[str] = None, days: int = 365
+    ) -> List[Dict[str, Any]]:
+        """Get historical balance progression from SQLite database"""
+        if not self.sqlite_enabled:
+            logger.warning("SQLite database disabled, cannot read historical balances")
+            return []
+
+        try:
+            balances = self._get_historical_balances(account_id=account_id, days=days)
+            logger.debug(
+                f"Retrieved {len(balances)} historical balance points from database"
+            )
+            return balances
+        except Exception as e:
+            logger.error(f"Failed to get historical balances from database: {e}")
+            return []
+
     async def get_account_summary_from_db(
         self, account_id: str
     ) -> Optional[Dict[str, Any]]:
@@ -203,7 +153,7 @@ class DatabaseService:
             return None
 
         try:
-            summary = sqlite_db.get_account_summary(account_id)
+            summary = self._get_account_summary(account_id)
             if summary:
                 logger.debug(
                     f"Retrieved account summary from database for {account_id}"
@@ -230,7 +180,7 @@ class DatabaseService:
             return []
 
         try:
-            accounts = sqlite_db.get_accounts(account_ids=account_ids)
+            accounts = self._get_accounts(account_ids=account_ids)
             logger.debug(f"Retrieved {len(accounts)} accounts from database")
             return accounts
         except Exception as e:
@@ -246,7 +196,7 @@ class DatabaseService:
             return None
 
         try:
-            account = sqlite_db.get_account(account_id)
+            account = self._get_account(account_id)
             if account:
                 logger.debug(
                     f"Retrieved account details from database for {account_id}"
@@ -424,7 +374,7 @@ class DatabaseService:
     async def _migrate_null_transaction_ids(self):
         """Populate null internalTransactionId fields using transactionId from raw data"""
         import uuid
-        
+
         db_path = path_manager.get_database_path()
         if not db_path.exists():
             logger.warning("Database file not found, skipping migration")
@@ -770,8 +720,8 @@ class DatabaseService:
     ) -> List[Dict[str, Any]]:
         """Persist transactions to SQLite"""
         try:
-            import sqlite3
             import json
+            import sqlite3
 
             db_path = path_manager.get_database_path()
             conn = sqlite3.connect(str(db_path))
@@ -873,7 +823,7 @@ class DatabaseService:
         """Persist account details to SQLite"""
         try:
             # Use the sqlite_db module function
-            sqlite_db.persist_account(account_data)
+            self._persist_account(account_data)
 
             logger.info(
                 f"Persisted account details to SQLite for account {account_data['id']}"
@@ -881,3 +831,500 @@ class DatabaseService:
         except Exception as e:
             logger.error(f"Failed to persist account details to SQLite: {e}")
             raise
+
+    def _get_transactions(
+        self,
+        account_id=None,
+        limit=100,
+        offset=0,
+        date_from=None,
+        date_to=None,
+        min_amount=None,
+        max_amount=None,
+        search=None,
+    ):
+        """Get transactions from SQLite database with optional filtering"""
+        db_path = path_manager.get_database_path()
+        if not db_path.exists():
+            return []
+        conn = sqlite3.connect(str(db_path))
+        conn.row_factory = sqlite3.Row  # Enable dict-like access
+        cursor = conn.cursor()
+
+        # Build query with filters
+        query = "SELECT * FROM transactions WHERE 1=1"
+        params = []
+
+        if account_id:
+            query += " AND accountId = ?"
+            params.append(account_id)
+
+        if date_from:
+            query += " AND transactionDate >= ?"
+            params.append(date_from)
+
+        if date_to:
+            query += " AND transactionDate <= ?"
+            params.append(date_to)
+
+        if min_amount is not None:
+            query += " AND transactionValue >= ?"
+            params.append(min_amount)
+
+        if max_amount is not None:
+            query += " AND transactionValue <= ?"
+            params.append(max_amount)
+
+        if search:
+            query += " AND description LIKE ?"
+            params.append(f"%{search}%")
+
+        # Add ordering and pagination
+        query += " ORDER BY transactionDate DESC"
+
+        if limit:
+            query += " LIMIT ?"
+            params.append(limit)
+
+        if offset:
+            query += " OFFSET ?"
+            params.append(offset)
+
+        try:
+            cursor.execute(query, params)
+            rows = cursor.fetchall()
+
+            # Convert to list of dicts and parse JSON fields
+            transactions = []
+            for row in rows:
+                transaction = dict(row)
+                if transaction["rawTransaction"]:
+                    transaction["rawTransaction"] = json.loads(
+                        transaction["rawTransaction"]
+                    )
+                transactions.append(transaction)
+
+            conn.close()
+            return transactions
+
+        except Exception as e:
+            conn.close()
+            raise e
+
+    def _get_balances(self, account_id=None):
+        """Get latest balances from SQLite database"""
+        db_path = path_manager.get_database_path()
+        if not db_path.exists():
+            return []
+        conn = sqlite3.connect(str(db_path))
+        conn.row_factory = sqlite3.Row
+        cursor = conn.cursor()
+
+        # Get latest balance for each account_id and type combination
+        query = """
+            SELECT * FROM balances b1
+            WHERE b1.timestamp = (
+                SELECT MAX(b2.timestamp)
+                FROM balances b2
+                WHERE b2.account_id = b1.account_id AND b2.type = b1.type
+            )
+        """
+        params = []
+
+        if account_id:
+            query += " AND b1.account_id = ?"
+            params.append(account_id)
+
+        query += " ORDER BY b1.account_id, b1.type"
+
+        try:
+            cursor.execute(query, params)
+            rows = cursor.fetchall()
+
+            balances = [dict(row) for row in rows]
+            conn.close()
+            return balances
+
+        except Exception as e:
+            conn.close()
+            raise e
+
+    def _get_account_summary(self, account_id):
+        """Get basic account info from transactions table (avoids GoCardless API call)"""
+        db_path = path_manager.get_database_path()
+        if not db_path.exists():
+            return None
+        conn = sqlite3.connect(str(db_path))
+        conn.row_factory = sqlite3.Row
+        cursor = conn.cursor()
+
+        try:
+            # Get account info from most recent transaction
+            cursor.execute(
+                """
+                SELECT DISTINCT accountId, institutionId, iban
+                FROM transactions
+                WHERE accountId = ?
+                ORDER BY transactionDate DESC
+                LIMIT 1
+            """,
+                (account_id,),
+            )
+
+            row = cursor.fetchone()
+            conn.close()
+
+            if row:
+                return dict(row)
+            return None
+
+        except Exception as e:
+            conn.close()
+            raise e
+
+    def _get_transaction_count(self, account_id=None, **filters):
+        """Get total count of transactions matching filters"""
+        db_path = path_manager.get_database_path()
+        if not db_path.exists():
+            return 0
+        conn = sqlite3.connect(str(db_path))
+        cursor = conn.cursor()
+
+        query = "SELECT COUNT(*) FROM transactions WHERE 1=1"
+        params = []
+
+        if account_id:
+            query += " AND accountId = ?"
+            params.append(account_id)
+
+        # Add same filters as get_transactions
+        if filters.get("date_from"):
+            query += " AND transactionDate >= ?"
+            params.append(filters["date_from"])
+
+        if filters.get("date_to"):
+            query += " AND transactionDate <= ?"
+            params.append(filters["date_to"])
+
+        if filters.get("min_amount") is not None:
+            query += " AND transactionValue >= ?"
+            params.append(filters["min_amount"])
+
+        if filters.get("max_amount") is not None:
+            query += " AND transactionValue <= ?"
+            params.append(filters["max_amount"])
+
+        if filters.get("search"):
+            query += " AND description LIKE ?"
+            params.append(f"%{filters['search']}%")
+
+        try:
+            cursor.execute(query, params)
+            count = cursor.fetchone()[0]
+            conn.close()
+            return count
+
+        except Exception as e:
+            conn.close()
+            raise e
+
+    def _persist_account(self, account_data: dict):
+        """Persist account details to SQLite database"""
+        db_path = path_manager.get_database_path()
+        conn = sqlite3.connect(str(db_path))
+        cursor = conn.cursor()
+
+        # Create the accounts table if it doesn't exist
+        cursor.execute(
+            """CREATE TABLE IF NOT EXISTS accounts (
+            id TEXT PRIMARY KEY,
+            institution_id TEXT,
+            status TEXT,
+            iban TEXT,
+            name TEXT,
+            currency TEXT,
+            created DATETIME,
+            last_accessed DATETIME,
+            last_updated DATETIME
+        )"""
+        )
+
+        # Create indexes for accounts table
+        cursor.execute(
+            """CREATE INDEX IF NOT EXISTS idx_accounts_institution_id
+               ON accounts(institution_id)"""
+        )
+        cursor.execute(
+            """CREATE INDEX IF NOT EXISTS idx_accounts_status
+               ON accounts(status)"""
+        )
+
+        try:
+            # Insert or replace account data
+            cursor.execute(
+                """INSERT OR REPLACE INTO accounts (
+                id,
+                institution_id,
+                status,
+                iban,
+                name,
+                currency,
+                created,
+                last_accessed,
+                last_updated
+            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)""",
+                (
+                    account_data["id"],
+                    account_data["institution_id"],
+                    account_data["status"],
+                    account_data.get("iban"),
+                    account_data.get("name"),
+                    account_data.get("currency"),
+                    account_data["created"],
+                    account_data.get("last_accessed"),
+                    account_data.get("last_updated", account_data["created"]),
+                ),
+            )
+            conn.commit()
+            conn.close()
+
+            return account_data
+
+        except Exception as e:
+            conn.close()
+            raise e
+
+    def _get_accounts(self, account_ids=None):
+        """Get account details from SQLite database"""
+        db_path = path_manager.get_database_path()
+        if not db_path.exists():
+            return []
+        conn = sqlite3.connect(str(db_path))
+        conn.row_factory = sqlite3.Row
+        cursor = conn.cursor()
+
+        query = "SELECT * FROM accounts"
+        params = []
+
+        if account_ids:
+            placeholders = ",".join("?" * len(account_ids))
+            query += f" WHERE id IN ({placeholders})"
+            params.extend(account_ids)
+
+        query += " ORDER BY created DESC"
+
+        try:
+            cursor.execute(query, params)
+            rows = cursor.fetchall()
+
+            accounts = [dict(row) for row in rows]
+            conn.close()
+            return accounts
+
+        except Exception as e:
+            conn.close()
+            raise e
+
+    def _get_account(self, account_id: str):
+        """Get specific account details from SQLite database"""
+        db_path = path_manager.get_database_path()
+        if not db_path.exists():
+            return None
+        conn = sqlite3.connect(str(db_path))
+        conn.row_factory = sqlite3.Row
+        cursor = conn.cursor()
+
+        try:
+            cursor.execute("SELECT * FROM accounts WHERE id = ?", (account_id,))
+            row = cursor.fetchone()
+            conn.close()
+
+            if row:
+                return dict(row)
+            return None
+
+        except Exception as e:
+            conn.close()
+            raise e
+
+    def _get_historical_balances(self, account_id=None, days=365):
+        """Get historical balance progression based on transaction history"""
+        db_path = path_manager.get_database_path()
+        if not db_path.exists():
+            return []
+
+        conn = sqlite3.connect(str(db_path))
+        conn.row_factory = sqlite3.Row
+        cursor = conn.cursor()
+
+        try:
+            cutoff_date = (datetime.now() - timedelta(days=days)).date().isoformat()
+            today_date = datetime.now().date().isoformat()
+
+            # Single SQL query to generate historical balances using window functions
+            query = """
+            WITH RECURSIVE date_series AS (
+                -- Generate weekly dates from cutoff_date to today
+                SELECT date(?) as ref_date
+                UNION ALL
+                SELECT date(ref_date, '+7 days')
+                FROM date_series
+                WHERE ref_date < date(?)
+            ),
+            current_balances AS (
+                -- Get current balance for each account/type
+                SELECT account_id, type, amount, currency
+                FROM balances b1
+                WHERE b1.timestamp = (
+                    SELECT MAX(b2.timestamp)
+                    FROM balances b2
+                    WHERE b2.account_id = b1.account_id AND b2.type = b1.type
+                )
+                {account_filter}
+                AND b1.type = 'closingBooked'  -- Focus on closingBooked for charts
+            ),
+            historical_points AS (
+                -- Calculate balance at each weekly point by subtracting future transactions
+                SELECT
+                    cb.account_id,
+                    cb.type as balance_type,
+                    cb.currency,
+                    ds.ref_date,
+                    cb.amount - COALESCE(
+                        (SELECT SUM(t.transactionValue)
+                         FROM transactions t
+                         WHERE t.accountId = cb.account_id
+                         AND date(t.transactionDate) > ds.ref_date), 0
+                    ) as balance_amount
+                FROM current_balances cb
+                CROSS JOIN date_series ds
+            )
+            SELECT
+                account_id || '_' || balance_type || '_' || ref_date as id,
+                account_id,
+                balance_amount,
+                balance_type,
+                currency,
+                ref_date as reference_date
+            FROM historical_points
+            ORDER BY account_id, ref_date
+            """
+
+            # Build parameters and account filter
+            params = [cutoff_date, today_date]
+            if account_id:
+                account_filter = "AND b1.account_id = ?"
+                params.append(account_id)
+            else:
+                account_filter = ""
+
+            # Format the query with conditional filter
+            formatted_query = query.format(account_filter=account_filter)
+
+            cursor.execute(formatted_query, params)
+            rows = cursor.fetchall()
+
+            conn.close()
+            return [dict(row) for row in rows]
+
+        except Exception as e:
+            conn.close()
+            raise e
+
+    async def get_monthly_transaction_stats_from_db(
+        self,
+        account_id: Optional[str] = None,
+        date_from: Optional[str] = None,
+        date_to: Optional[str] = None,
+    ) -> List[Dict[str, Any]]:
+        """Get monthly transaction statistics aggregated by the database"""
+        if not self.sqlite_enabled:
+            logger.warning("SQLite database disabled, cannot read monthly stats")
+            return []
+
+        try:
+            monthly_stats = self._get_monthly_transaction_stats(
+                account_id=account_id,
+                date_from=date_from,
+                date_to=date_to,
+            )
+            logger.debug(
+                f"Retrieved {len(monthly_stats)} monthly stat points from database"
+            )
+            return monthly_stats
+        except Exception as e:
+            logger.error(f"Failed to get monthly transaction stats from database: {e}")
+            return []
+
+    def _get_monthly_transaction_stats(
+        self,
+        account_id: Optional[str] = None,
+        date_from: Optional[str] = None,
+        date_to: Optional[str] = None,
+    ) -> List[Dict[str, Any]]:
+        """Get monthly transaction statistics from SQLite database"""
+        db_path = path_manager.get_database_path()
+        if not db_path.exists():
+            return []
+
+        conn = sqlite3.connect(str(db_path))
+        conn.row_factory = sqlite3.Row
+        cursor = conn.cursor()
+
+        try:
+            # SQL query to aggregate transactions by month
+            query = """
+            SELECT
+                strftime('%Y-%m', transactionDate) as month,
+                COALESCE(SUM(CASE WHEN transactionValue > 0 THEN transactionValue ELSE 0 END), 0) as income,
+                COALESCE(SUM(CASE WHEN transactionValue < 0 THEN ABS(transactionValue) ELSE 0 END), 0) as expenses,
+                COALESCE(SUM(transactionValue), 0) as net
+            FROM transactions
+            WHERE 1=1
+            """
+
+            params = []
+
+            if account_id:
+                query += " AND accountId = ?"
+                params.append(account_id)
+
+            if date_from:
+                query += " AND transactionDate >= ?"
+                params.append(date_from)
+
+            if date_to:
+                query += " AND transactionDate <= ?"
+                params.append(date_to)
+
+            query += """
+            GROUP BY strftime('%Y-%m', transactionDate)
+            ORDER BY month ASC
+            """
+
+            cursor.execute(query, params)
+            rows = cursor.fetchall()
+
+            # Convert to desired format with proper month display
+            monthly_stats = []
+            for row in rows:
+                # Convert YYYY-MM to display format like "Mar 2024"
+                year, month_num = row["month"].split("-")
+                month_date = datetime.strptime(f"{year}-{month_num}-01", "%Y-%m-%d")
+                display_month = month_date.strftime("%b %Y")
+
+                monthly_stats.append(
+                    {
+                        "month": display_month,
+                        "income": round(row["income"], 2),
+                        "expenses": round(row["expenses"], 2),
+                        "net": round(row["net"], 2),
+                    }
+                )
+
+            conn.close()
+            return monthly_stats
+
+        except Exception as e:
+            conn.close()
+            raise e

leggen/services/gocardless_service.py

@@ -1,11 +1,11 @@
 import json
-import httpx
 from pathlib import Path
-from typing import Dict, Any, List
+from typing import Any, Dict, List
 
+import httpx
 from loguru import logger
 
-from leggend.config import config
+from leggen.utils.config import config
 from leggen.utils.paths import path_manager
 
 

leggen/services/notification_service.py

@@ -1,8 +1,8 @@
-from typing import List, Dict, Any
+from typing import Any, Dict, List
 
 from loguru import logger
 
-from leggend.config import config
+from leggen.utils.config import config
 
 
 class NotificationService:
@@ -109,33 +109,78 @@ class NotificationService:
         """Check if Telegram notifications are enabled"""
         telegram_config = self.notifications_config.get("telegram", {})
         return bool(
-            telegram_config.get("api-key")
-            and telegram_config.get("chat-id")
+            telegram_config.get("token")
+            and telegram_config.get("chat_id")
             and telegram_config.get("enabled", True)
         )
 
     async def _send_discord_notifications(
         self, transactions: List[Dict[str, Any]]
     ) -> None:
-        """Send Discord notifications - placeholder implementation"""
-        # Would import and use leggen.notifications.discord
-        logger.info(f"Sending {len(transactions)} transaction notifications to Discord")
+        """Send Discord notifications for transactions"""
+        try:
+            import click
+
+            from leggen.notifications.discord import send_transactions_message
+
+            # Create a mock context with the webhook
+            ctx = click.Context(click.Command("notifications"))
+            ctx.obj = {
+                "notifications": {
+                    "discord": {
+                        "webhook": self.notifications_config.get("discord", {}).get(
+                            "webhook"
+                        )
+                    }
+                }
+            }
+
+            # Send transaction notifications using the actual implementation
+            send_transactions_message(ctx, transactions)
+            logger.info(
+                f"Sent {len(transactions)} transaction notifications to Discord"
+            )
+        except Exception as e:
+            logger.error(f"Failed to send Discord transaction notifications: {e}")
+            raise
 
     async def _send_telegram_notifications(
         self, transactions: List[Dict[str, Any]]
     ) -> None:
-        """Send Telegram notifications - placeholder implementation"""
-        # Would import and use leggen.notifications.telegram
-        logger.info(
-            f"Sending {len(transactions)} transaction notifications to Telegram"
-        )
+        """Send Telegram notifications for transactions"""
+        try:
+            import click
+
+            from leggen.notifications.telegram import send_transaction_message
+
+            # Create a mock context with the telegram config
+            ctx = click.Context(click.Command("notifications"))
+            telegram_config = self.notifications_config.get("telegram", {})
+            ctx.obj = {
+                "notifications": {
+                    "telegram": {
+                        "api-key": telegram_config.get("token"),
+                        "chat-id": telegram_config.get("chat_id"),
+                    }
+                }
+            }
+
+            # Send transaction notifications using the actual implementation
+            send_transaction_message(ctx, transactions)
+            logger.info(
+                f"Sent {len(transactions)} transaction notifications to Telegram"
+            )
+        except Exception as e:
+            logger.error(f"Failed to send Telegram transaction notifications: {e}")
+            raise
 
     async def _send_discord_test(self, message: str) -> None:
         """Send Discord test notification"""
         try:
-            from leggen.notifications.discord import send_expire_notification
             import click
 
+            from leggen.notifications.discord import send_expire_notification
+
             # Create a mock context with the webhook
             ctx = click.Context(click.Command("test"))
             ctx.obj = {
@@ -164,17 +209,18 @@ class NotificationService:
     async def _send_telegram_test(self, message: str) -> None:
         """Send Telegram test notification"""
         try:
-            from leggen.notifications.telegram import send_expire_notification
             import click
 
+            from leggen.notifications.telegram import send_expire_notification
+
             # Create a mock context with the telegram config
             ctx = click.Context(click.Command("test"))
             telegram_config = self.notifications_config.get("telegram", {})
             ctx.obj = {
                 "notifications": {
                     "telegram": {
-                        "api-key": telegram_config.get("api-key"),
-                        "chat-id": telegram_config.get("chat-id"),
+                        "api-key": telegram_config.get("token"),
+                        "chat-id": telegram_config.get("chat_id"),
                     }
                 }
             }
@@ -194,8 +240,52 @@ class NotificationService:
 
     async def _send_discord_expiry(self, notification_data: Dict[str, Any]) -> None:
         """Send Discord expiry notification"""
-        logger.info(f"Sending Discord expiry notification: {notification_data}")
+        try:
+            import click
+
+            from leggen.notifications.discord import send_expire_notification
+
+            # Create a mock context with the webhook
+            ctx = click.Context(click.Command("expiry"))
+            ctx.obj = {
+                "notifications": {
+                    "discord": {
+                        "webhook": self.notifications_config.get("discord", {}).get(
+                            "webhook"
+                        )
+                    }
+                }
+            }
+
+            # Send expiry notification using the actual implementation
+            send_expire_notification(ctx, notification_data)
+            logger.info(f"Sent Discord expiry notification: {notification_data}")
+        except Exception as e:
+            logger.error(f"Failed to send Discord expiry notification: {e}")
+            raise
 
     async def _send_telegram_expiry(self, notification_data: Dict[str, Any]) -> None:
         """Send Telegram expiry notification"""
-        logger.info(f"Sending Telegram expiry notification: {notification_data}")
+        try:
+            import click
+
+            from leggen.notifications.telegram import send_expire_notification
+
+            # Create a mock context with the telegram config
+            ctx = click.Context(click.Command("expiry"))
+            telegram_config = self.notifications_config.get("telegram", {})
+            ctx.obj = {
+                "notifications": {
+                    "telegram": {
+                        "api-key": telegram_config.get("token"),
+                        "chat-id": telegram_config.get("chat_id"),
+                    }
+                }
+            }
+
+            # Send expiry notification using the actual implementation
+            send_expire_notification(ctx, notification_data)
+            logger.info(f"Sent Telegram expiry notification: {notification_data}")
+        except Exception as e:
+            logger.error(f"Failed to send Telegram expiry notification: {e}")
+            raise

leggen/services/sync_service.py

@@ -3,10 +3,10 @@ from typing import List
 
 from loguru import logger
 
-from leggend.api.models.sync import SyncResult, SyncStatus
-from leggend.services.gocardless_service import GoCardlessService
-from leggend.services.database_service import DatabaseService
-from leggend.services.notification_service import NotificationService
+from leggen.api.models.sync import SyncResult, SyncStatus
+from leggen.services.database_service import DatabaseService
+from leggen.services.gocardless_service import GoCardlessService
+from leggen.services.notification_service import NotificationService
 
 
 class SyncService:

leggen/services/transaction_processor.py

@@ -0,0 +1,87 @@
+from datetime import datetime
+from typing import Any, Dict, List
+
+
+class TransactionProcessor:
+    """Handles processing and transformation of raw transaction data"""
+
+    def process_transactions(
+        self,
+        account_id: str,
+        account_info: Dict[str, Any],
+        transaction_data: Dict[str, Any],
+    ) -> List[Dict[str, Any]]:
+        """Process raw transaction data into standardized format"""
+        transactions = []
+
+        # Process booked transactions
+        for transaction in transaction_data.get("transactions", {}).get("booked", []):
+            processed = self._process_single_transaction(
+                account_id, account_info, transaction, "booked"
+            )
+            transactions.append(processed)
+
+        # Process pending transactions
+        for transaction in transaction_data.get("transactions", {}).get("pending", []):
+            processed = self._process_single_transaction(
+                account_id, account_info, transaction, "pending"
+            )
+            transactions.append(processed)
+
+        return transactions
+
+    def _process_single_transaction(
+        self,
+        account_id: str,
+        account_info: Dict[str, Any],
+        transaction: Dict[str, Any],
+        status: str,
+    ) -> Dict[str, Any]:
+        """Process a single transaction into standardized format"""
+        # Extract dates
+        booked_date = transaction.get("bookingDateTime") or transaction.get(
+            "bookingDate"
+        )
+        value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
+
+        if booked_date and value_date:
+            min_date = min(
+                datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
+            )
+        else:
+            date_str = booked_date or value_date
+            if not date_str:
+                raise ValueError("No valid date found in transaction")
+            min_date = datetime.fromisoformat(date_str)
+
+        # Extract amount and currency
+        transaction_amount = transaction.get("transactionAmount", {})
+        amount = float(transaction_amount.get("amount", 0))
+        currency = transaction_amount.get("currency", "")
+
+        # Extract description
+        description = transaction.get(
+            "remittanceInformationUnstructured",
+            ",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
+        )
+
+        # Extract transaction IDs - transactionId is now primary, internalTransactionId is reference
+        transaction_id = transaction.get("transactionId")
+        internal_transaction_id = transaction.get("internalTransactionId")
+
+        if not transaction_id:
+            raise ValueError("Transaction missing required transactionId field")
+
+        return {
+            "accountId": account_id,
+            "transactionId": transaction_id,
+            "internalTransactionId": internal_transaction_id,
+            "institutionId": account_info["institution_id"],
+            "iban": account_info.get("iban", "N/A"),
+            "transactionDate": min_date,
+            "description": description,
+            "transactionValue": amount,
+            "transactionCurrency": currency,
+            "transactionStatus": status,
+            "rawTransaction": transaction,
+        }

leggen/utils/config.py

@@ -1,18 +1,189 @@
+import os
 import sys
 import tomllib
+from pathlib import Path
+from typing import Any, Dict, Optional
 
 import click
+import tomli_w
+from loguru import logger
+from pydantic import ValidationError
 
+from leggen.models.config import Config as ConfigModel
+from leggen.utils.paths import path_manager
 from leggen.utils.text import error
 
 
+class Config:
+    _instance = None
+    _config = None
+    _config_model = None
+    _config_path = None
+
+    def __new__(cls):
+        if cls._instance is None:
+            cls._instance = super().__new__(cls)
+        return cls._instance
+
+    def load_config(self, config_path: Optional[str] = None) -> Dict[str, Any]:
+        if self._config is not None:
+            return self._config
+
+        if config_path is None:
+            config_path = os.environ.get("LEGGEN_CONFIG_FILE")
+            if not config_path:
+                config_path = str(path_manager.get_config_file_path())
+
+        self._config_path = config_path
+
+        try:
+            with open(config_path, "rb") as f:
+                raw_config = tomllib.load(f)
+                logger.info(f"Configuration loaded from {config_path}")
+
+            # Validate configuration using Pydantic
+            try:
+                self._config_model = ConfigModel(**raw_config)
+                self._config = self._config_model.dict(by_alias=True, exclude_none=True)
+                logger.info("Configuration validation successful")
+            except ValidationError as e:
+                logger.error(f"Configuration validation failed: {e}")
+                raise ValueError(f"Invalid configuration: {e}") from e
+
+        except FileNotFoundError:
+            logger.error(f"Configuration file not found: {config_path}")
+            raise
+        except Exception as e:
+            logger.error(f"Error loading configuration: {e}")
+            raise
+
+        return self._config
+
+    def save_config(
+        self,
+        config_data: Optional[Dict[str, Any]] = None,
+        config_path: Optional[str] = None,
+    ) -> None:
+        """Save configuration to TOML file"""
+        if config_data is None:
+            config_data = self._config
+
+        if config_path is None:
+            config_path = self._config_path or os.environ.get("LEGGEN_CONFIG_FILE")
+            if not config_path:
+                config_path = str(path_manager.get_config_file_path())
+
+        if config_path is None:
+            raise ValueError("No config path specified")
+        if config_data is None:
+            raise ValueError("No config data to save")
+
+        # Validate the configuration before saving
+        try:
+            validated_model = ConfigModel(**config_data)
+            validated_config = validated_model.dict(by_alias=True, exclude_none=True)
+        except ValidationError as e:
+            logger.error(f"Configuration validation failed before save: {e}")
+            raise ValueError(f"Invalid configuration: {e}") from e
+
+        # Ensure directory exists
+        Path(config_path).parent.mkdir(parents=True, exist_ok=True)
+
+        try:
+            with open(config_path, "wb") as f:
+                tomli_w.dump(validated_config, f)
+
+            # Update in-memory config
+            self._config = validated_config
+            self._config_model = validated_model
+            self._config_path = config_path
+            logger.info(f"Configuration saved to {config_path}")
+        except Exception as e:
+            logger.error(f"Error saving configuration: {e}")
+            raise
+
+    def update_config(self, section: str, key: str, value: Any) -> None:
+        """Update a specific configuration value"""
+        if self._config is None:
+            self.load_config()
+
+        if self._config is None:
+            raise RuntimeError("Failed to load config")
+
+        if section not in self._config:
+            self._config[section] = {}
+
+        self._config[section][key] = value
+        self.save_config()
+
+    def update_section(self, section: str, data: Dict[str, Any]) -> None:
+        """Update an entire configuration section"""
+        if self._config is None:
+            self.load_config()
+
+        if self._config is None:
+            raise RuntimeError("Failed to load config")
+
+        self._config[section] = data
+        self.save_config()
+
+    @property
+    def config(self) -> Dict[str, Any]:
+        if self._config is None:
+            self.load_config()
+        if self._config is None:
+            raise RuntimeError("Failed to load config")
+        return self._config
+
+    @property
+    def gocardless_config(self) -> Dict[str, str]:
+        return self.config.get("gocardless", {})
+
+    @property
+    def database_config(self) -> Dict[str, Any]:
+        return self.config.get("database", {})
+
+    @property
+    def notifications_config(self) -> Dict[str, Any]:
+        return self.config.get("notifications", {})
+
+    @property
+    def filters_config(self) -> Dict[str, Any]:
+        return self.config.get("filters", {})
+
+    @property
+    def scheduler_config(self) -> Dict[str, Any]:
+        """Get scheduler configuration with defaults"""
+        default_schedule = {
+            "sync": {
+                "enabled": True,
+                "hour": 3,
+                "minute": 0,
+                "cron": None,  # Optional custom cron expression
+            }
+        }
+        return self.config.get("scheduler", default_schedule)
+
+
 def load_config(ctx: click.Context, _, filename):
     try:
         with click.open_file(str(filename), "rb") as f:
-            # TODO: Implement configuration file validation (use pydantic?)
-            ctx.obj = tomllib.load(f)
+            raw_config = tomllib.load(f)
+
+        # Validate configuration using Pydantic
+        try:
+            validated_model = ConfigModel(**raw_config)
+            ctx.obj = validated_model.dict(by_alias=True, exclude_none=True)
+        except ValidationError as e:
+            error(f"Configuration validation failed: {e}")
+            sys.exit(1)
+
     except FileNotFoundError:
         error(
             "Configuration file not found. Provide a valid configuration file path with leggen --config <path> or LEGGEN_CONFIG=<path> environment variable."
         )
         sys.exit(1)
+
+
+# Global singleton instance
+config = Config()

leggen/utils/database.py

@@ -1,132 +0,0 @@
-from datetime import datetime
-
-import click
-
-import leggen.database.sqlite as sqlite_engine
-from leggen.utils.text import info, warning
-
-
-def persist_balance(ctx: click.Context, account: str, balance: dict) -> None:
-    sqlite = ctx.obj.get("database", {}).get("sqlite", True)
-
-    if not sqlite:
-        warning("SQLite database is disabled, skipping balance saving")
-        return
-
-    info(f"[{account}] Fetched balances, saving to SQLite")
-    sqlite_engine.persist_balances(ctx, balance)
-
-
-def persist_transactions(ctx: click.Context, account: str, transactions: list) -> list:
-    sqlite = ctx.obj.get("database", {}).get("sqlite", True)
-
-    if not sqlite:
-        warning("SQLite database is disabled, skipping transaction saving")
-        # WARNING: This will return the transactions list as is, without saving it to any database
-        # Possible duplicate notifications will be sent if the filters are enabled
-        return transactions
-
-    info(f"[{account}] Fetched {len(transactions)} transactions, saving to SQLite")
-    return sqlite_engine.persist_transactions(ctx, account, transactions)
-
-
-def save_transactions(ctx: click.Context, account: str) -> list:
-    import requests
-
-    api_url = ctx.obj.get("api_url", "http://localhost:8000")
-
-    info(f"[{account}] Getting account details")
-    res = requests.get(f"{api_url}/accounts/{account}")
-    res.raise_for_status()
-    account_info = res.json()
-
-    info(f"[{account}] Getting transactions")
-    transactions = []
-
-    res = requests.get(f"{api_url}/accounts/{account}/transactions/")
-    res.raise_for_status()
-    account_transactions = res.json().get("transactions", [])
-
-    for transaction in account_transactions.get("booked", []):
-        booked_date = transaction.get("bookingDateTime") or transaction.get(
-            "bookingDate"
-        )
-        value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
-        if booked_date and value_date:
-            min_date = min(
-                datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
-            )
-        else:
-            min_date = datetime.fromisoformat(booked_date or value_date)
-
-        transactionValue = float(
-            transaction.get("transactionAmount", {}).get("amount", 0)
-        )
-        currency = transaction.get("transactionAmount", {}).get("currency", "")
-
-        description = transaction.get(
-            "remittanceInformationUnstructured",
-            ",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
-        )
-
-        # Extract transaction ID, using transactionId as fallback when internalTransactionId is missing
-        transaction_id = transaction.get("internalTransactionId") or transaction.get(
-            "transactionId"
-        )
-
-        t = {
-            "internalTransactionId": transaction_id,
-            "institutionId": account_info["institution_id"],
-            "iban": account_info.get("iban", "N/A"),
-            "transactionDate": min_date,
-            "description": description,
-            "transactionValue": transactionValue,
-            "transactionCurrency": currency,
-            "transactionStatus": "booked",
-            "accountId": account,
-            "rawTransaction": transaction,
-        }
-        transactions.append(t)
-
-    for transaction in account_transactions.get("pending", []):
-        booked_date = transaction.get("bookingDateTime") or transaction.get(
-            "bookingDate"
-        )
-        value_date = transaction.get("valueDateTime") or transaction.get("valueDate")
-        if booked_date and value_date:
-            min_date = min(
-                datetime.fromisoformat(booked_date), datetime.fromisoformat(value_date)
-            )
-        else:
-            min_date = datetime.fromisoformat(booked_date or value_date)
-
-        transactionValue = float(
-            transaction.get("transactionAmount", {}).get("amount", 0)
-        )
-        currency = transaction.get("transactionAmount", {}).get("currency", "")
-
-        description = transaction.get(
-            "remittanceInformationUnstructured",
-            ",".join(transaction.get("remittanceInformationUnstructuredArray", [])),
-        )
-
-        # Extract transaction ID, using transactionId as fallback when internalTransactionId is missing
-        transaction_id = transaction.get("internalTransactionId") or transaction.get(
-            "transactionId"
-        )
-
-        t = {
-            "internalTransactionId": transaction_id,
-            "institutionId": account_info["institution_id"],
-            "iban": account_info.get("iban", "N/A"),
-            "transactionDate": min_date,
-            "description": description,
-            "transactionValue": transactionValue,
-            "transactionCurrency": currency,
-            "transactionStatus": "pending",
-            "accountId": account,
-            "rawTransaction": transaction,
-        }
-        transactions.append(t)
-
-    return persist_transactions(ctx, account, transactions)

leggen/utils/paths.py

@@ -1,5 +1,6 @@
 """Centralized path management for Leggen."""
 
+import contextlib
 import os
 from pathlib import Path
 from typing import Optional
@@ -7,32 +8,32 @@ from typing import Optional
 
 class PathManager:
     """Manages configurable paths for config and database files."""
-    
+
     def __init__(self):
         self._config_dir: Optional[Path] = None
         self._database_path: Optional[Path] = None
-    
+
     def get_config_dir(self) -> Path:
         """Get the configuration directory."""
         if self._config_dir is not None:
             return self._config_dir
-        
+
         # Check environment variable first
         config_dir = os.environ.get("LEGGEN_CONFIG_DIR")
         if config_dir:
             return Path(config_dir)
-        
+
         # Default to ~/.config/leggen
         return Path.home() / ".config" / "leggen"
-    
+
     def set_config_dir(self, path: Path) -> None:
         """Set the configuration directory."""
         self._config_dir = Path(path)
-    
+
     def get_config_file_path(self) -> Path:
         """Get the configuration file path."""
         return self.get_config_dir() / "config.toml"
-    
+
     def get_database_path(self) -> Path:
         """Get the database file path and ensure the directory exists."""
         if self._database_path is not None:
@@ -45,32 +46,28 @@ class PathManager:
             else:
                 # Default to config_dir/leggen.db
                 db_path = self.get_config_dir() / "leggen.db"
-        
+
         # Try to ensure the directory exists, but handle permission errors gracefully
-        try:
+        with contextlib.suppress(PermissionError, OSError):
             db_path.parent.mkdir(parents=True, exist_ok=True)
-        except (PermissionError, OSError):
-            # If we can't create the directory, continue anyway
-            # This allows tests and error cases to work as expected
-            pass
-        
+
         return db_path
-    
+
     def set_database_path(self, path: Path) -> None:
         """Set the database file path."""
         self._database_path = Path(path)
-    
+
     def get_auth_file_path(self) -> Path:
         """Get the authentication file path."""
         return self.get_config_dir() / "auth.json"
-    
+
     def ensure_config_dir_exists(self) -> None:
         """Ensure the configuration directory exists."""
         self.get_config_dir().mkdir(parents=True, exist_ok=True)
-    
+
     def ensure_database_dir_exists(self) -> None:
-        """Ensure the database directory exists. 
-        
+        """Ensure the database directory exists.
+
         Note: get_database_path() now automatically ensures the directory exists,
         so this method is mainly for explicit directory creation in tests.
         """
@@ -78,4 +75,4 @@ class PathManager:
 
 
 # Global instance for the application
-path_manager = PathManager()
+path_manager = PathManager()

leggend/config.py

@@ -1,146 +0,0 @@
-import os
-import tomllib
-import tomli_w
-from pathlib import Path
-from typing import Dict, Any, Optional
-
-from loguru import logger
-from leggen.utils.paths import path_manager
-
-
-class Config:
-    _instance = None
-    _config = None
-    _config_path = None
-
-    def __new__(cls):
-        if cls._instance is None:
-            cls._instance = super().__new__(cls)
-        return cls._instance
-
-    def load_config(self, config_path: Optional[str] = None) -> Dict[str, Any]:
-        if self._config is not None:
-            return self._config
-
-        if config_path is None:
-            config_path = os.environ.get(
-                "LEGGEN_CONFIG_FILE"
-            )
-            if not config_path:
-                config_path = str(path_manager.get_config_file_path())
-
-        self._config_path = config_path
-
-        try:
-            with open(config_path, "rb") as f:
-                self._config = tomllib.load(f)
-                logger.info(f"Configuration loaded from {config_path}")
-        except FileNotFoundError:
-            logger.error(f"Configuration file not found: {config_path}")
-            raise
-        except Exception as e:
-            logger.error(f"Error loading configuration: {e}")
-            raise
-
-        return self._config
-
-    def save_config(
-        self,
-        config_data: Optional[Dict[str, Any]] = None,
-        config_path: Optional[str] = None,
-    ) -> None:
-        """Save configuration to TOML file"""
-        if config_data is None:
-            config_data = self._config
-
-        if config_path is None:
-            config_path = self._config_path or os.environ.get(
-                "LEGGEN_CONFIG_FILE"
-            )
-            if not config_path:
-                config_path = str(path_manager.get_config_file_path())
-
-        if config_path is None:
-            raise ValueError("No config path specified")
-        if config_data is None:
-            raise ValueError("No config data to save")
-
-        # Ensure directory exists
-        Path(config_path).parent.mkdir(parents=True, exist_ok=True)
-
-        try:
-            with open(config_path, "wb") as f:
-                tomli_w.dump(config_data, f)
-
-            # Update in-memory config
-            self._config = config_data
-            self._config_path = config_path
-            logger.info(f"Configuration saved to {config_path}")
-        except Exception as e:
-            logger.error(f"Error saving configuration: {e}")
-            raise
-
-    def update_config(self, section: str, key: str, value: Any) -> None:
-        """Update a specific configuration value"""
-        if self._config is None:
-            self.load_config()
-
-        if self._config is None:
-            raise RuntimeError("Failed to load config")
-
-        if section not in self._config:
-            self._config[section] = {}
-
-        self._config[section][key] = value
-        self.save_config()
-
-    def update_section(self, section: str, data: Dict[str, Any]) -> None:
-        """Update an entire configuration section"""
-        if self._config is None:
-            self.load_config()
-
-        if self._config is None:
-            raise RuntimeError("Failed to load config")
-
-        self._config[section] = data
-        self.save_config()
-
-    @property
-    def config(self) -> Dict[str, Any]:
-        if self._config is None:
-            self.load_config()
-        if self._config is None:
-            raise RuntimeError("Failed to load config")
-        return self._config
-
-    @property
-    def gocardless_config(self) -> Dict[str, str]:
-        return self.config.get("gocardless", {})
-
-    @property
-    def database_config(self) -> Dict[str, Any]:
-        return self.config.get("database", {})
-
-    @property
-    def notifications_config(self) -> Dict[str, Any]:
-        return self.config.get("notifications", {})
-
-    @property
-    def filters_config(self) -> Dict[str, Any]:
-        return self.config.get("filters", {})
-
-    @property
-    def scheduler_config(self) -> Dict[str, Any]:
-        """Get scheduler configuration with defaults"""
-        default_schedule = {
-            "sync": {
-                "enabled": True,
-                "hour": 3,
-                "minute": 0,
-                "cron": None,  # Optional custom cron expression
-            }
-        }
-        return self.config.get("scheduler", default_schedule)
-
-
-config = Config()

leggend/utils/gocardless.py

@@ -1,10 +0,0 @@
-REQUISITION_STATUS = {
-    "CR": "CREATED",
-    "GC": "GIVING_CONSENT",
-    "UA": "UNDERGOING_AUTHENTICATION",
-    "RJ": "REJECTED",
-    "SA": "SELECTING_ACCOUNTS",
-    "GA": "GRANTING_ACCESS",
-    "LN": "LINKED",
-    "EX": "EXPIRED",
-}

pyproject.toml

@@ -34,6 +34,7 @@ dependencies = [
     "apscheduler>=3.10.0,<4",
     "tomli-w>=1.0.0,<2",
     "httpx>=0.28.1",
+    "pydantic>=2.0.0,<3",
 ]
 
 [project.urls]
@@ -41,7 +42,6 @@ Repository = "https://github.com/elisiariocouto/leggen"
 
 [project.scripts]
 leggen = "leggen.main:cli"
-leggend = "leggend.main:main"
 
 [dependency-groups]
 dev = [
@@ -58,10 +58,10 @@ dev = [
 ]
 
 [tool.hatch.build.targets.sdist]
-include = ["leggen", "leggend"]
+include = ["leggen"]
 
 [tool.hatch.build.targets.wheel]
-include = ["leggen", "leggend"]
+include = ["leggen"]
 
 [build-system]
 requires = ["hatchling"]
@@ -69,7 +69,7 @@ build-backend = "hatchling.build"
 
 [tool.ruff]
 lint.ignore = ["E501", "B008", "B006"]
-lint.extend-select = ["B", "C4", "PIE", "T20", "SIM", "TCH"]
+lint.extend-select = ["B", "C4", "I", "PIE", "T20", "SIM", "TCH"]
 
 [tool.pytest.ini_options]
 testpaths = ["tests"]

scripts/generate_sample_db.py

@@ -1,22 +1,22 @@
 #!/usr/bin/env python3
 """Sample database generator for Leggen testing and development."""
 
-import argparse
 import json
 import random
 import sqlite3
 import sys
-import os
 from datetime import datetime, timedelta
 from pathlib import Path
-from typing import List, Dict, Any
+from typing import Any, Dict, List
+
+import click
 
 # Add the project root to the Python path
 project_root = Path(__file__).parent.parent
 sys.path.insert(0, str(project_root))
 
-import click
-from leggen.utils.paths import path_manager
+# Import after path setup - this is necessary for the script to work
+from leggen.utils.paths import path_manager  # noqa: E402
 
 
 class SampleDataGenerator:
@@ -32,7 +32,7 @@ class SampleDataGenerator:
                 "country": "LT",
             },
             {
-                "id": "BANCOBPI_BBPIPTPL", 
+                "id": "BANCOBPI_BBPIPTPL",
                 "name": "Banco BPI",
                 "bic": "BBPIPTPL",
                 "country": "PT",
@@ -40,7 +40,7 @@ class SampleDataGenerator:
             {
                 "id": "MONZO_MONZGB2L",
                 "name": "Monzo Bank",
-                "bic": "MONZGB2L", 
+                "bic": "MONZGB2L",
                 "country": "GB",
             },
             {
@@ -50,16 +50,40 @@ class SampleDataGenerator:
                 "country": "BR",
             },
         ]
-        
+
         self.transaction_types = [
-            {"description": "Grocery Store", "amount_range": (-150, -20), "frequency": 0.3},
+            {
+                "description": "Grocery Store",
+                "amount_range": (-150, -20),
+                "frequency": 0.3,
+            },
             {"description": "Coffee Shop", "amount_range": (-15, -3), "frequency": 0.2},
-            {"description": "Gas Station", "amount_range": (-80, -30), "frequency": 0.1},
-            {"description": "Online Shopping", "amount_range": (-200, -25), "frequency": 0.15},
-            {"description": "Restaurant", "amount_range": (-60, -15), "frequency": 0.15},
+            {
+                "description": "Gas Station",
+                "amount_range": (-80, -30),
+                "frequency": 0.1,
+            },
+            {
+                "description": "Online Shopping",
+                "amount_range": (-200, -25),
+                "frequency": 0.15,
+            },
+            {
+                "description": "Restaurant",
+                "amount_range": (-60, -15),
+                "frequency": 0.15,
+            },
             {"description": "Salary", "amount_range": (2500, 5000), "frequency": 0.02},
-            {"description": "ATM Withdrawal", "amount_range": (-200, -20), "frequency": 0.05},
-            {"description": "Transfer to Savings", "amount_range": (-1000, -100), "frequency": 0.03},
+            {
+                "description": "ATM Withdrawal",
+                "amount_range": (-200, -20),
+                "frequency": 0.05,
+            },
+            {
+                "description": "Transfer to Savings",
+                "amount_range": (-1000, -100),
+                "frequency": 0.03,
+            },
         ]
 
     def ensure_database_dir(self):
@@ -120,15 +144,33 @@ class SampleDataGenerator:
         """)
 
         # Create indexes
-        cursor.execute("CREATE INDEX IF NOT EXISTS idx_transactions_internal_id ON transactions(internalTransactionId)")
-        cursor.execute("CREATE INDEX IF NOT EXISTS idx_transactions_date ON transactions(transactionDate)")
-        cursor.execute("CREATE INDEX IF NOT EXISTS idx_transactions_account_date ON transactions(accountId, transactionDate)")
-        cursor.execute("CREATE INDEX IF NOT EXISTS idx_transactions_amount ON transactions(transactionValue)")
-        cursor.execute("CREATE INDEX IF NOT EXISTS idx_balances_account_id ON balances(account_id)")
-        cursor.execute("CREATE INDEX IF NOT EXISTS idx_balances_timestamp ON balances(timestamp)")
-        cursor.execute("CREATE INDEX IF NOT EXISTS idx_balances_account_type_timestamp ON balances(account_id, type, timestamp)")
-        cursor.execute("CREATE INDEX IF NOT EXISTS idx_accounts_institution_id ON accounts(institution_id)")
-        cursor.execute("CREATE INDEX IF NOT EXISTS idx_accounts_status ON accounts(status)")
+        cursor.execute(
+            "CREATE INDEX IF NOT EXISTS idx_transactions_internal_id ON transactions(internalTransactionId)"
+        )
+        cursor.execute(
+            "CREATE INDEX IF NOT EXISTS idx_transactions_date ON transactions(transactionDate)"
+        )
+        cursor.execute(
+            "CREATE INDEX IF NOT EXISTS idx_transactions_account_date ON transactions(accountId, transactionDate)"
+        )
+        cursor.execute(
+            "CREATE INDEX IF NOT EXISTS idx_transactions_amount ON transactions(transactionValue)"
+        )
+        cursor.execute(
+            "CREATE INDEX IF NOT EXISTS idx_balances_account_id ON balances(account_id)"
+        )
+        cursor.execute(
+            "CREATE INDEX IF NOT EXISTS idx_balances_timestamp ON balances(timestamp)"
+        )
+        cursor.execute(
+            "CREATE INDEX IF NOT EXISTS idx_balances_account_type_timestamp ON balances(account_id, type, timestamp)"
+        )
+        cursor.execute(
+            "CREATE INDEX IF NOT EXISTS idx_accounts_institution_id ON accounts(institution_id)"
+        )
+        cursor.execute(
+            "CREATE INDEX IF NOT EXISTS idx_accounts_status ON accounts(status)"
+        )
 
         conn.commit()
         conn.close()
@@ -141,78 +183,109 @@ class SampleDataGenerator:
             "GB": lambda: f"GB{random.randint(10, 99)}MONZ{random.randint(100000, 999999)}{random.randint(100000, 999999)}",
             "BR": lambda: f"BR{random.randint(10, 99)}{random.randint(10000000, 99999999)}{random.randint(1000, 9999)}{random.randint(10000000, 99999999)}",
         }
-        return ibans.get(country_code, lambda: f"{country_code}{random.randint(1000000000000000, 9999999999999999)}")()
+        return ibans.get(
+            country_code,
+            lambda: f"{country_code}{random.randint(1000000000000000, 9999999999999999)}",
+        )()
 
     def generate_accounts(self, num_accounts: int = 3) -> List[Dict[str, Any]]:
         """Generate sample accounts."""
         accounts = []
         base_date = datetime.now() - timedelta(days=90)
-        
+
         for i in range(num_accounts):
             institution = random.choice(self.institutions)
-            account_id = f"account-{i+1:03d}-{random.randint(1000, 9999)}"
-            
+            account_id = f"account-{i + 1:03d}-{random.randint(1000, 9999)}"
+
             account = {
                 "id": account_id,
                 "institution_id": institution["id"],
                 "status": "READY",
                 "iban": self.generate_iban(institution["country"]),
-                "name": f"Personal Account {i+1}",
+                "name": f"Personal Account {i + 1}",
                 "currency": "EUR",
-                "created": (base_date + timedelta(days=random.randint(0, 30))).isoformat(),
-                "last_accessed": (datetime.now() - timedelta(hours=random.randint(1, 48))).isoformat(),
+                "created": (
+                    base_date + timedelta(days=random.randint(0, 30))
+                ).isoformat(),
+                "last_accessed": (
+                    datetime.now() - timedelta(hours=random.randint(1, 48))
+                ).isoformat(),
                 "last_updated": datetime.now().isoformat(),
             }
             accounts.append(account)
-        
+
         return accounts
 
-    def generate_transactions(self, accounts: List[Dict[str, Any]], num_transactions_per_account: int = 50) -> List[Dict[str, Any]]:
+    def generate_transactions(
+        self, accounts: List[Dict[str, Any]], num_transactions_per_account: int = 50
+    ) -> List[Dict[str, Any]]:
         """Generate sample transactions for accounts."""
         transactions = []
         base_date = datetime.now() - timedelta(days=60)
-        
+
         for account in accounts:
             account_transactions = []
             current_balance = random.uniform(500, 3000)
-            
+
             for i in range(num_transactions_per_account):
                 # Choose transaction type based on frequency weights
                 transaction_type = random.choices(
                     self.transaction_types,
-                    weights=[t["frequency"] for t in self.transaction_types]
+                    weights=[t["frequency"] for t in self.transaction_types],
                 )[0]
-                
+
                 # Generate transaction amount
                 min_amount, max_amount = transaction_type["amount_range"]
                 amount = round(random.uniform(min_amount, max_amount), 2)
-                
+
                 # Generate transaction date (more recent transactions are more likely)
                 days_ago = random.choices(
-                    range(60),
-                    weights=[1.5 ** (60 - d) for d in range(60)]
+                    range(60), weights=[1.5 ** (60 - d) for d in range(60)]
                 )[0]
-                transaction_date = base_date + timedelta(days=days_ago, hours=random.randint(6, 22), minutes=random.randint(0, 59))
-                
+                transaction_date = base_date + timedelta(
+                    days=days_ago,
+                    hours=random.randint(6, 22),
+                    minutes=random.randint(0, 59),
+                )
+
                 # Generate transaction IDs
-                transaction_id = f"bank-txn-{account['id']}-{i+1:04d}"
+                transaction_id = f"bank-txn-{account['id']}-{i + 1:04d}"
                 internal_transaction_id = f"int-txn-{random.randint(100000, 999999)}"
-                
+
                 # Create realistic descriptions
                 descriptions = {
-                    "Grocery Store": ["TESCO", "SAINSBURY'S", "LIDL", "ALDI", "WALMART", "CARREFOUR"],
-                    "Coffee Shop": ["STARBUCKS", "COSTA COFFEE", "PRET A MANGER", "LOCAL CAFE"],
+                    "Grocery Store": [
+                        "TESCO",
+                        "SAINSBURY'S",
+                        "LIDL",
+                        "ALDI",
+                        "WALMART",
+                        "CARREFOUR",
+                    ],
+                    "Coffee Shop": [
+                        "STARBUCKS",
+                        "COSTA COFFEE",
+                        "PRET A MANGER",
+                        "LOCAL CAFE",
+                    ],
                     "Gas Station": ["BP", "SHELL", "ESSO", "GALP", "PETROBRAS"],
                     "Online Shopping": ["AMAZON", "EBAY", "ZALANDO", "ASOS", "APPLE"],
-                    "Restaurant": ["PIZZA HUT", "MCDONALD'S", "BURGER KING", "LOCAL RESTAURANT"],
+                    "Restaurant": [
+                        "PIZZA HUT",
+                        "MCDONALD'S",
+                        "BURGER KING",
+                        "LOCAL RESTAURANT",
+                    ],
                     "Salary": ["MONTHLY SALARY", "PAYROLL DEPOSIT", "SALARY PAYMENT"],
                     "ATM Withdrawal": ["ATM WITHDRAWAL", "CASH WITHDRAWAL"],
                     "Transfer to Savings": ["SAVINGS TRANSFER", "INVESTMENT TRANSFER"],
                 }
-                
-                specific_descriptions = descriptions.get(transaction_type["description"], [transaction_type["description"]])
+
+                specific_descriptions = descriptions.get(
+                    transaction_type["description"], [transaction_type["description"]]
+                )
                 description = random.choice(specific_descriptions)
-                
+
                 # Create raw transaction (simplified GoCardless format)
                 raw_transaction = {
                     "transactionId": transaction_id,
@@ -220,15 +293,17 @@ class SampleDataGenerator:
                     "valueDate": transaction_date.strftime("%Y-%m-%d"),
                     "transactionAmount": {
                         "amount": str(amount),
-                        "currency": account["currency"]
+                        "currency": account["currency"],
                     },
                     "remittanceInformationUnstructured": description,
                     "bankTransactionCode": "PMNT" if amount < 0 else "RCDT",
                 }
-                
+
                 # Determine status (most are booked, some recent ones might be pending)
-                status = "pending" if days_ago < 2 and random.random() < 0.1 else "booked"
-                
+                status = (
+                    "pending" if days_ago < 2 and random.random() < 0.1 else "booked"
+                )
+
                 transaction = {
                     "accountId": account["id"],
                     "transactionId": transaction_id,
@@ -242,31 +317,33 @@ class SampleDataGenerator:
                     "transactionStatus": status,
                     "rawTransaction": raw_transaction,
                 }
-                
+
                 account_transactions.append(transaction)
                 current_balance += amount
-            
+
             # Sort transactions by date for realistic ordering
             account_transactions.sort(key=lambda x: x["transactionDate"])
             transactions.extend(account_transactions)
-        
+
         return transactions
 
     def generate_balances(self, accounts: List[Dict[str, Any]]) -> List[Dict[str, Any]]:
         """Generate sample balances for accounts."""
         balances = []
-        
+
         for account in accounts:
             # Calculate balance from transactions (simplified)
             base_balance = random.uniform(500, 2000)
-            
+
             balance_types = ["interimAvailable", "closingBooked", "authorised"]
-            
+
             for balance_type in balance_types:
                 # Add some variation to balance types
-                variation = random.uniform(-50, 50) if balance_type != "interimAvailable" else 0
+                variation = (
+                    random.uniform(-50, 50) if balance_type != "interimAvailable" else 0
+                )
                 balance_amount = base_balance + variation
-                
+
                 balance = {
                     "account_id": account["id"],
                     "bank": account["institution_id"],
@@ -278,87 +355,129 @@ class SampleDataGenerator:
                     "timestamp": datetime.now().isoformat(),
                 }
                 balances.append(balance)
-        
+
         return balances
 
-    def insert_data(self, accounts: List[Dict[str, Any]], transactions: List[Dict[str, Any]], balances: List[Dict[str, Any]]):
+    def insert_data(
+        self,
+        accounts: List[Dict[str, Any]],
+        transactions: List[Dict[str, Any]],
+        balances: List[Dict[str, Any]],
+    ):
         """Insert generated data into the database."""
         conn = sqlite3.connect(str(self.db_path))
         cursor = conn.cursor()
 
         # Insert accounts
         for account in accounts:
-            cursor.execute("""
-                INSERT OR REPLACE INTO accounts 
+            cursor.execute(
+                """
+                INSERT OR REPLACE INTO accounts
                 (id, institution_id, status, iban, name, currency, created, last_accessed, last_updated)
                 VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
-            """, (
-                account["id"], account["institution_id"], account["status"], account["iban"],
-                account["name"], account["currency"], account["created"], 
-                account["last_accessed"], account["last_updated"]
-            ))
+            """,
+                (
+                    account["id"],
+                    account["institution_id"],
+                    account["status"],
+                    account["iban"],
+                    account["name"],
+                    account["currency"],
+                    account["created"],
+                    account["last_accessed"],
+                    account["last_updated"],
+                ),
+            )
 
         # Insert transactions
         for transaction in transactions:
-            cursor.execute("""
-                INSERT OR REPLACE INTO transactions 
-                (accountId, transactionId, internalTransactionId, institutionId, iban, 
-                 transactionDate, description, transactionValue, transactionCurrency, 
+            cursor.execute(
+                """
+                INSERT OR REPLACE INTO transactions
+                (accountId, transactionId, internalTransactionId, institutionId, iban,
+                 transactionDate, description, transactionValue, transactionCurrency,
                  transactionStatus, rawTransaction)
                 VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
-            """, (
-                transaction["accountId"], transaction["transactionId"], 
-                transaction["internalTransactionId"], transaction["institutionId"],
-                transaction["iban"], transaction["transactionDate"], transaction["description"],
-                transaction["transactionValue"], transaction["transactionCurrency"],
-                transaction["transactionStatus"], json.dumps(transaction["rawTransaction"])
-            ))
+            """,
+                (
+                    transaction["accountId"],
+                    transaction["transactionId"],
+                    transaction["internalTransactionId"],
+                    transaction["institutionId"],
+                    transaction["iban"],
+                    transaction["transactionDate"],
+                    transaction["description"],
+                    transaction["transactionValue"],
+                    transaction["transactionCurrency"],
+                    transaction["transactionStatus"],
+                    json.dumps(transaction["rawTransaction"]),
+                ),
+            )
 
         # Insert balances
         for balance in balances:
-            cursor.execute("""
-                INSERT INTO balances 
+            cursor.execute(
+                """
+                INSERT INTO balances
                 (account_id, bank, status, iban, amount, currency, type, timestamp)
                 VALUES (?, ?, ?, ?, ?, ?, ?, ?)
-            """, (
-                balance["account_id"], balance["bank"], balance["status"], balance["iban"],
-                balance["amount"], balance["currency"], balance["type"], balance["timestamp"]
-            ))
+            """,
+                (
+                    balance["account_id"],
+                    balance["bank"],
+                    balance["status"],
+                    balance["iban"],
+                    balance["amount"],
+                    balance["currency"],
+                    balance["type"],
+                    balance["timestamp"],
+                ),
+            )
 
         conn.commit()
         conn.close()
 
-    def generate_sample_database(self, num_accounts: int = 3, num_transactions_per_account: int = 50):
+    def generate_sample_database(
+        self, num_accounts: int = 3, num_transactions_per_account: int = 50
+    ):
         """Generate complete sample database."""
         click.echo(f"🗄️  Creating sample database at: {self.db_path}")
-        
+
         self.ensure_database_dir()
         self.create_tables()
-        
+
         click.echo(f"👥 Generating {num_accounts} sample accounts...")
         accounts = self.generate_accounts(num_accounts)
-        
-        click.echo(f"💳 Generating {num_transactions_per_account} transactions per account...")
-        transactions = self.generate_transactions(accounts, num_transactions_per_account)
-        
+
+        click.echo(
+            f"💳 Generating {num_transactions_per_account} transactions per account..."
+        )
+        transactions = self.generate_transactions(
+            accounts, num_transactions_per_account
+        )
+
         click.echo("💰 Generating account balances...")
         balances = self.generate_balances(accounts)
-        
+
         click.echo("💾 Inserting data into database...")
         self.insert_data(accounts, transactions, balances)
-        
+
         # Print summary
         click.echo("\n✅ Sample database created successfully!")
-        click.echo(f"📊 Summary:")
+        click.echo("📊 Summary:")
         click.echo(f"   - Accounts: {len(accounts)}")
         click.echo(f"   - Transactions: {len(transactions)}")
         click.echo(f"   - Balances: {len(balances)}")
         click.echo(f"   - Database: {self.db_path}")
-        
+
         # Show account details
-        click.echo(f"\n📋 Sample accounts:")
+        click.echo("\n📋 Sample accounts:")
         for account in accounts:
-            institution_name = next(inst["name"] for inst in self.institutions if inst["id"] == account["institution_id"])
+            institution_name = next(
+                inst["name"]
+                for inst in self.institutions
+                if inst["id"] == account["institution_id"]
+            )
             click.echo(f"   - {account['id']} ({institution_name}) - {account['iban']}")
 
 
@@ -387,40 +506,41 @@ class SampleDataGenerator:
 )
 def main(database: Path, accounts: int, transactions: int, force: bool):
     """Generate a sample database with realistic financial data for testing Leggen."""
-    
+
     # Determine database path
     if database:
         db_path = database
     else:
         # Use development database by default to avoid overwriting production data
         import os
+
         env_path = os.environ.get("LEGGEN_DATABASE_PATH")
         if env_path:
             db_path = Path(env_path)
         else:
             # Default to development database in config directory
             db_path = path_manager.get_config_dir() / "leggen-dev.db"
-    
+
     # Check if database exists and ask for confirmation
     if db_path.exists() and not force:
         click.echo(f"⚠️  Database already exists: {db_path}")
         if not click.confirm("Do you want to overwrite it?"):
             click.echo("Aborted.")
             return
-    
+
     # Generate the sample database
     generator = SampleDataGenerator(db_path)
     generator.generate_sample_database(accounts, transactions)
-    
+
     # Show usage instructions
-    click.echo(f"\n🚀 Usage instructions:")
-    click.echo(f"To use this sample database with leggen commands:")
+    click.echo("\n🚀 Usage instructions:")
+    click.echo("To use this sample database with leggen commands:")
     click.echo(f"   export LEGGEN_DATABASE_PATH={db_path}")
-    click.echo(f"   leggen transactions")
-    click.echo(f"")
-    click.echo(f"To use this sample database with leggend API:")
-    click.echo(f"   leggend --database {db_path}")
+    click.echo("   leggen transactions")
+    click.echo("")
+    click.echo("To use this sample database with leggen server:")
+    click.echo(f"   leggen server --database {db_path}")
 
 
 if __name__ == "__main__":
-    main()
+    main()

tests/conftest.py

@@ -1,14 +1,15 @@
 """Pytest configuration and shared fixtures."""
 
-import pytest
-import tempfile
 import json
+import tempfile
 from pathlib import Path
 from unittest.mock import patch
+
+import pytest
 from fastapi.testclient import TestClient
 
-from leggend.main import create_app
-from leggend.config import Config
+from leggen.commands.server import create_app
+from leggen.utils.config import Config
 
 
 @pytest.fixture
@@ -87,11 +88,11 @@ def api_client(fastapi_app):
 def mock_db_path(temp_db_path):
     """Mock the database path to use temporary database for testing."""
     from leggen.utils.paths import path_manager
-    
+
     # Set the path manager to use the temporary database
     original_database_path = path_manager._database_path
     path_manager.set_database_path(temp_db_path)
-    
+
     try:
         yield temp_db_path
     finally:

tests/unit/test_analytics_fix.py

@@ -0,0 +1,139 @@
+"""Tests for analytics fixes to ensure all transactions are used in statistics."""
+
+from datetime import datetime, timedelta
+from unittest.mock import AsyncMock, Mock, patch
+
+import pytest
+from fastapi.testclient import TestClient
+
+from leggen.commands.server import create_app
+from leggen.services.database_service import DatabaseService
+
+
+class TestAnalyticsFix:
+    """Test analytics fixes for transaction limits"""
+
+    @pytest.fixture
+    def client(self):
+        app = create_app()
+        return TestClient(app)
+
+    @pytest.fixture
+    def mock_database_service(self):
+        return Mock(spec=DatabaseService)
+
+    @pytest.mark.asyncio
+    async def test_transaction_stats_uses_all_transactions(self, mock_database_service):
+        """Test that transaction stats endpoint uses all transactions (not limited to 100)"""
+        # Mock data for 600 transactions (simulating the issue)
+        mock_transactions = []
+        for i in range(600):
+            mock_transactions.append(
+                {
+                    "transactionId": f"txn-{i}",
+                    "transactionDate": (
+                        datetime.now() - timedelta(days=i % 365)
+                    ).isoformat(),
+                    "description": f"Transaction {i}",
+                    "transactionValue": 10.0 if i % 2 == 0 else -5.0,
+                    "transactionCurrency": "EUR",
+                    "transactionStatus": "booked",
+                    "accountId": f"account-{i % 3}",
+                }
+            )
+
+        mock_database_service.get_transactions_from_db = AsyncMock(
+            return_value=mock_transactions
+        )
+
+        # Test that the endpoint calls get_transactions_from_db with limit=None
+        with patch(
+            "leggen.api.routes.transactions.database_service", mock_database_service
+        ):
+            app = create_app()
+            client = TestClient(app)
+
+            response = client.get("/api/v1/transactions/stats?days=365")
+
+            assert response.status_code == 200
+            data = response.json()
+
+            # Verify that limit=None was passed to get all transactions
+            mock_database_service.get_transactions_from_db.assert_called_once()
+            call_args = mock_database_service.get_transactions_from_db.call_args
+            assert call_args.kwargs.get("limit") is None, (
+                "Stats endpoint should pass limit=None to get all transactions"
+            )
+
+            # Verify that the response contains stats for all 600 transactions
+            assert data["success"] is True
+            stats = data["data"]
+            assert stats["total_transactions"] == 600, (
+                "Should process all 600 transactions, not just 100"
+            )
+
+            # Verify calculations are correct for all transactions
+            expected_income = sum(
+                txn["transactionValue"]
+                for txn in mock_transactions
+                if txn["transactionValue"] > 0
+            )
+            expected_expenses = sum(
+                abs(txn["transactionValue"])
+                for txn in mock_transactions
+                if txn["transactionValue"] < 0
+            )
+
+            assert stats["total_income"] == expected_income
+            assert stats["total_expenses"] == expected_expenses
+
+    @pytest.mark.asyncio
+    async def test_analytics_endpoint_returns_all_transactions(
+        self, mock_database_service
+    ):
+        """Test that the new analytics endpoint returns all transactions without pagination"""
+        # Mock data for 600 transactions
+        mock_transactions = []
+        for i in range(600):
+            mock_transactions.append(
+                {
+                    "transactionId": f"txn-{i}",
+                    "transactionDate": (
+                        datetime.now() - timedelta(days=i % 365)
+                    ).isoformat(),
+                    "description": f"Transaction {i}",
+                    "transactionValue": 10.0 if i % 2 == 0 else -5.0,
+                    "transactionCurrency": "EUR",
+                    "transactionStatus": "booked",
+                    "accountId": f"account-{i % 3}",
+                }
+            )
+
+        mock_database_service.get_transactions_from_db = AsyncMock(
+            return_value=mock_transactions
+        )
+
+        with patch(
+            "leggen.api.routes.transactions.database_service", mock_database_service
+        ):
+            app = create_app()
+            client = TestClient(app)
+
+            response = client.get("/api/v1/transactions/analytics?days=365")
+
+            assert response.status_code == 200
+            data = response.json()
+
+            # Verify that limit=None was passed to get all transactions
+            mock_database_service.get_transactions_from_db.assert_called_once()
+            call_args = mock_database_service.get_transactions_from_db.call_args
+            assert call_args.kwargs.get("limit") is None, (
+                "Analytics endpoint should pass limit=None"
+            )
+
+            # Verify that all 600 transactions are returned
+            assert data["success"] is True
+            transactions_data = data["data"]
+            assert len(transactions_data) == 600, (
+                "Analytics endpoint should return all 600 transactions"
+            )

tests/unit/test_api_accounts.py

@@ -1,8 +1,9 @@
 """Tests for accounts API endpoints."""
 
-import pytest
 from unittest.mock import patch
 
+import pytest
+
 
 @pytest.mark.api
 class TestAccountsAPI:
@@ -43,13 +44,13 @@ class TestAccountsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.accounts.database_service.get_accounts_from_db",
+                "leggen.api.routes.accounts.database_service.get_accounts_from_db",
                 return_value=mock_accounts,
             ),
             patch(
-                "leggend.api.routes.accounts.database_service.get_balances_from_db",
+                "leggen.api.routes.accounts.database_service.get_balances_from_db",
                 return_value=mock_balances,
             ),
         ):
@@ -98,13 +99,13 @@ class TestAccountsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.accounts.database_service.get_account_details_from_db",
+                "leggen.api.routes.accounts.database_service.get_account_details_from_db",
                 return_value=mock_account,
             ),
             patch(
-                "leggend.api.routes.accounts.database_service.get_balances_from_db",
+                "leggen.api.routes.accounts.database_service.get_balances_from_db",
                 return_value=mock_balances,
             ),
         ):
@@ -148,9 +149,9 @@ class TestAccountsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.accounts.database_service.get_balances_from_db",
+                "leggen.api.routes.accounts.database_service.get_balances_from_db",
                 return_value=mock_balances,
             ),
         ):
@@ -191,13 +192,13 @@ class TestAccountsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.accounts.database_service.get_transactions_from_db",
+                "leggen.api.routes.accounts.database_service.get_transactions_from_db",
                 return_value=mock_transactions,
             ),
             patch(
-                "leggend.api.routes.accounts.database_service.get_transaction_count_from_db",
+                "leggen.api.routes.accounts.database_service.get_transaction_count_from_db",
                 return_value=1,
             ),
         ):
@@ -243,13 +244,13 @@ class TestAccountsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.accounts.database_service.get_transactions_from_db",
+                "leggen.api.routes.accounts.database_service.get_transactions_from_db",
                 return_value=mock_transactions,
             ),
             patch(
-                "leggend.api.routes.accounts.database_service.get_transaction_count_from_db",
+                "leggen.api.routes.accounts.database_service.get_transaction_count_from_db",
                 return_value=1,
             ),
         ):
@@ -273,9 +274,9 @@ class TestAccountsAPI:
     ):
         """Test handling of non-existent account."""
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.accounts.database_service.get_account_details_from_db",
+                "leggen.api.routes.accounts.database_service.get_account_details_from_db",
                 return_value=None,
             ),
         ):

tests/unit/test_api_banks.py

@@ -1,9 +1,10 @@
 """Tests for banks API endpoints."""
 
+from unittest.mock import patch
+
+import httpx
 import pytest
 import respx
-import httpx
-from unittest.mock import patch
 
 
 @pytest.mark.api
@@ -27,7 +28,7 @@ class TestBanksAPI:
             return_value=httpx.Response(200, json=sample_bank_data)
         )
 
-        with patch("leggend.config.config", mock_config):
+        with patch("leggen.utils.config.config", mock_config):
             response = api_client.get("/api/v1/banks/institutions?country=PT")
 
         assert response.status_code == 200
@@ -52,7 +53,7 @@ class TestBanksAPI:
             return_value=httpx.Response(200, json=[])
         )
 
-        with patch("leggend.config.config", mock_config):
+        with patch("leggen.utils.config.config", mock_config):
             response = api_client.get("/api/v1/banks/institutions?country=XX")
 
         # Should still work but return empty or filtered results
@@ -86,7 +87,7 @@ class TestBanksAPI:
             "redirect_url": "http://localhost:8000/",
         }
 
-        with patch("leggend.config.config", mock_config):
+        with patch("leggen.utils.config.config", mock_config):
             response = api_client.post("/api/v1/banks/connect", json=request_data)
 
         assert response.status_code == 200
@@ -122,7 +123,7 @@ class TestBanksAPI:
             return_value=httpx.Response(200, json=requisitions_data)
         )
 
-        with patch("leggend.config.config", mock_config):
+        with patch("leggen.utils.config.config", mock_config):
             response = api_client.get("/api/v1/banks/status")
 
         assert response.status_code == 200
@@ -155,7 +156,7 @@ class TestBanksAPI:
             return_value=httpx.Response(401, json={"detail": "Invalid credentials"})
         )
 
-        with patch("leggend.config.config", mock_config):
+        with patch("leggen.utils.config.config", mock_config):
             response = api_client.get("/api/v1/banks/institutions")
 
         assert response.status_code == 500

tests/unit/test_api_client.py

@@ -1,20 +1,21 @@
 """Tests for CLI API client."""
 
+from unittest.mock import patch
+
 import pytest
 import requests
 import requests_mock
-from unittest.mock import patch
 
-from leggen.api_client import LeggendAPIClient
+from leggen.api_client import LeggenAPIClient
 
 
 @pytest.mark.cli
-class TestLeggendAPIClient:
+class TestLeggenAPIClient:
     """Test the CLI API client."""
 
     def test_health_check_success(self):
         """Test successful health check."""
-        client = LeggendAPIClient("http://localhost:8000")
+        client = LeggenAPIClient("http://localhost:8000")
 
         with requests_mock.Mocker() as m:
             m.get("http://localhost:8000/health", json={"status": "healthy"})
@@ -24,7 +25,7 @@ class TestLeggendAPIClient:
 
     def test_health_check_failure(self):
         """Test health check failure."""
-        client = LeggendAPIClient("http://localhost:8000")
+        client = LeggenAPIClient("http://localhost:8000")
 
         with requests_mock.Mocker() as m:
             m.get("http://localhost:8000/health", status_code=500)
@@ -34,7 +35,7 @@ class TestLeggendAPIClient:
 
     def test_get_institutions_success(self, sample_bank_data):
         """Test getting institutions via API client."""
-        client = LeggendAPIClient("http://localhost:8000")
+        client = LeggenAPIClient("http://localhost:8000")
 
         api_response = {
             "success": True,
@@ -51,7 +52,7 @@ class TestLeggendAPIClient:
 
     def test_get_accounts_success(self, sample_account_data):
         """Test getting accounts via API client."""
-        client = LeggendAPIClient("http://localhost:8000")
+        client = LeggenAPIClient("http://localhost:8000")
 
         api_response = {
             "success": True,
@@ -68,7 +69,7 @@ class TestLeggendAPIClient:
 
     def test_trigger_sync_success(self):
         """Test triggering sync via API client."""
-        client = LeggendAPIClient("http://localhost:8000")
+        client = LeggenAPIClient("http://localhost:8000")
 
         api_response = {
             "success": True,
@@ -84,14 +85,14 @@ class TestLeggendAPIClient:
 
     def test_connection_error_handling(self):
         """Test handling of connection errors."""
-        client = LeggendAPIClient("http://localhost:9999")  # Non-existent service
+        client = LeggenAPIClient("http://localhost:9999")  # Non-existent service
 
         with pytest.raises((requests.ConnectionError, requests.RequestException)):
             client.get_accounts()
 
     def test_http_error_handling(self):
         """Test handling of HTTP errors."""
-        client = LeggendAPIClient("http://localhost:8000")
+        client = LeggenAPIClient("http://localhost:8000")
 
         with requests_mock.Mocker() as m:
             m.get(
@@ -106,19 +107,19 @@ class TestLeggendAPIClient:
     def test_custom_api_url(self):
         """Test using custom API URL."""
         custom_url = "http://custom-host:9000"
-        client = LeggendAPIClient(custom_url)
+        client = LeggenAPIClient(custom_url)
 
         assert client.base_url == custom_url
 
     def test_environment_variable_url(self):
         """Test using environment variable for API URL."""
-        with patch.dict("os.environ", {"LEGGEND_API_URL": "http://env-host:7000"}):
-            client = LeggendAPIClient()
+        with patch.dict("os.environ", {"LEGGEN_API_URL": "http://env-host:7000"}):
+            client = LeggenAPIClient()
             assert client.base_url == "http://env-host:7000"
 
     def test_sync_with_options(self):
         """Test sync with various options."""
-        client = LeggendAPIClient("http://localhost:8000")
+        client = LeggenAPIClient("http://localhost:8000")
 
         api_response = {
             "success": True,
@@ -135,7 +136,7 @@ class TestLeggendAPIClient:
 
     def test_get_scheduler_config(self):
         """Test getting scheduler configuration."""
-        client = LeggendAPIClient("http://localhost:8000")
+        client = LeggenAPIClient("http://localhost:8000")
 
         api_response = {
             "success": True,

tests/unit/test_api_transactions.py

@@ -1,8 +1,9 @@
 """Tests for transactions API endpoints."""
 
-import pytest
-from unittest.mock import patch
 from datetime import datetime
+from unittest.mock import patch
+
+import pytest
 
 
 @pytest.mark.api
@@ -43,13 +44,13 @@ class TestTransactionsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 return_value=mock_transactions,
             ),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transaction_count_from_db",
+                "leggen.api.routes.transactions.database_service.get_transaction_count_from_db",
                 return_value=2,
             ),
         ):
@@ -90,13 +91,13 @@ class TestTransactionsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 return_value=mock_transactions,
             ),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transaction_count_from_db",
+                "leggen.api.routes.transactions.database_service.get_transaction_count_from_db",
                 return_value=1,
             ),
         ):
@@ -135,13 +136,13 @@ class TestTransactionsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 return_value=mock_transactions,
             ) as mock_get_transactions,
             patch(
-                "leggend.api.routes.transactions.database_service.get_transaction_count_from_db",
+                "leggen.api.routes.transactions.database_service.get_transaction_count_from_db",
                 return_value=1,
             ),
         ):
@@ -178,13 +179,13 @@ class TestTransactionsAPI:
     ):
         """Test getting transactions when database returns empty result."""
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 return_value=[],
             ),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transaction_count_from_db",
+                "leggen.api.routes.transactions.database_service.get_transaction_count_from_db",
                 return_value=0,
             ),
         ):
@@ -203,9 +204,9 @@ class TestTransactionsAPI:
     ):
         """Test handling database error when getting transactions."""
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 side_effect=Exception("Database connection failed"),
             ),
         ):
@@ -243,9 +244,9 @@ class TestTransactionsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 return_value=mock_transactions,
             ),
         ):
@@ -284,9 +285,9 @@ class TestTransactionsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 return_value=mock_transactions,
             ) as mock_get_transactions,
         ):
@@ -306,9 +307,9 @@ class TestTransactionsAPI:
     ):
         """Test getting stats when no transactions match criteria."""
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 return_value=[],
             ),
         ):
@@ -331,9 +332,9 @@ class TestTransactionsAPI:
     ):
         """Test handling database error when getting stats."""
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 side_effect=Exception("Database connection failed"),
             ),
         ):
@@ -357,9 +358,9 @@ class TestTransactionsAPI:
         ]
 
         with (
-            patch("leggend.config.config", mock_config),
+            patch("leggen.utils.config.config", mock_config),
             patch(
-                "leggend.api.routes.transactions.database_service.get_transactions_from_db",
+                "leggen.api.routes.transactions.database_service.get_transactions_from_db",
                 return_value=mock_transactions,
             ) as mock_get_transactions,
         ):

tests/unit/test_config.py

@@ -1,9 +1,10 @@
 """Tests for configuration management."""
 
-import pytest
 from unittest.mock import patch
 
-from leggend.config import Config
+import pytest
+
+from leggen.utils.config import Config
 
 
 @pytest.mark.unit
@@ -37,10 +38,14 @@ class TestConfig:
         # Reset singleton state for testing
         config._config = None
         config._config_path = None
+        config._config_model = None
 
         result = config.load_config(str(config_file))
 
-        assert result == config_data
+        # Result should contain validated config data
+        assert result["gocardless"]["key"] == "test-key"
+        assert result["gocardless"]["secret"] == "test-secret"
+        assert result["database"]["sqlite"] is True
         assert config.gocardless_config["key"] == "test-key"
         assert config.database_config["sqlite"] is True
 
@@ -54,11 +59,19 @@ class TestConfig:
 
     def test_save_config_success(self, temp_config_dir):
         """Test successful configuration saving."""
-        config_data = {"gocardless": {"key": "new-key", "secret": "new-secret"}}
+        config_data = {
+            "gocardless": {
+                "key": "new-key",
+                "secret": "new-secret",
+                "url": "https://bankaccountdata.gocardless.com/api/v2",
+            },
+            "database": {"sqlite": True},
+        }
 
         config_file = temp_config_dir / "new_config.toml"
         config = Config()
         config._config = None
+        config._config_model = None
 
         config.save_config(config_data, str(config_file))
 
@@ -70,12 +83,18 @@ class TestConfig:
         with open(config_file, "rb") as f:
             saved_data = tomllib.load(f)
 
-        assert saved_data == config_data
+        assert saved_data["gocardless"]["key"] == "new-key"
+        assert saved_data["gocardless"]["secret"] == "new-secret"
+        assert saved_data["database"]["sqlite"] is True
 
     def test_update_config_success(self, temp_config_dir):
         """Test updating configuration values."""
         initial_config = {
-            "gocardless": {"key": "old-key"},
+            "gocardless": {
+                "key": "old-key",
+                "secret": "old-secret",
+                "url": "https://bankaccountdata.gocardless.com/api/v2",
+            },
             "database": {"sqlite": True},
         }
 
@@ -87,6 +106,7 @@ class TestConfig:
 
         config = Config()
         config._config = None
+        config._config_model = None
         config.load_config(str(config_file))
 
         config.update_config("gocardless", "key", "new-key")
@@ -102,7 +122,14 @@ class TestConfig:
 
     def test_update_section_success(self, temp_config_dir):
         """Test updating entire configuration section."""
-        initial_config = {"database": {"sqlite": True}}
+        initial_config = {
+            "gocardless": {
+                "key": "test-key",
+                "secret": "test-secret",
+                "url": "https://bankaccountdata.gocardless.com/api/v2",
+            },
+            "database": {"sqlite": True},
+        }
 
         config_file = temp_config_dir / "config.toml"
         with open(config_file, "wb") as f:
@@ -112,12 +139,13 @@ class TestConfig:
 
         config = Config()
         config._config = None
+        config._config_model = None
         config.load_config(str(config_file))
 
-        new_db_config = {"sqlite": False, "path": "./custom.db"}
+        new_db_config = {"sqlite": False}
         config.update_section("database", new_db_config)
 
-        assert config.database_config == new_db_config
+        assert config.database_config["sqlite"] is False
 
     def test_scheduler_config_defaults(self):
         """Test scheduler configuration with defaults."""

tests/unit/test_configurable_paths.py

@@ -1,18 +1,14 @@
 """Integration tests for configurable paths."""
 
-import pytest
-import tempfile
 import os
+import tempfile
 from pathlib import Path
 from unittest.mock import patch
 
+import pytest
+
+from leggen.services.database_service import DatabaseService
 from leggen.utils.paths import path_manager
-from leggen.database.sqlite import persist_balances, get_balances
-
-
-class MockContext:
-    """Mock context for testing."""
-    pass
 
 
 @pytest.mark.unit
@@ -24,15 +20,15 @@ class TestConfigurablePaths:
         # Reset path manager
         original_config = path_manager._config_dir
         original_db = path_manager._database_path
-        
+
         try:
             path_manager._config_dir = None
             path_manager._database_path = None
-            
+
             # Test defaults
             config_dir = path_manager.get_config_dir()
             db_path = path_manager.get_database_path()
-            
+
             assert config_dir == Path.home() / ".config" / "leggen"
             assert db_path == Path.home() / ".config" / "leggen" / "leggen.db"
         finally:
@@ -44,22 +40,25 @@ class TestConfigurablePaths:
         with tempfile.TemporaryDirectory() as tmpdir:
             test_config_dir = Path(tmpdir) / "test-config"
             test_db_path = Path(tmpdir) / "test.db"
-            
-            with patch.dict(os.environ, {
-                'LEGGEN_CONFIG_DIR': str(test_config_dir),
-                'LEGGEN_DATABASE_PATH': str(test_db_path)
-            }):
+
+            with patch.dict(
+                os.environ,
+                {
+                    "LEGGEN_CONFIG_DIR": str(test_config_dir),
+                    "LEGGEN_DATABASE_PATH": str(test_db_path),
+                },
+            ):
                 # Reset path manager to pick up environment variables
                 original_config = path_manager._config_dir
                 original_db = path_manager._database_path
-                
+
                 try:
                     path_manager._config_dir = None
                     path_manager._database_path = None
-                    
+
                     config_dir = path_manager.get_config_dir()
                     db_path = path_manager.get_database_path()
-                    
+
                     assert config_dir == test_config_dir
                     assert db_path == test_db_path
                 finally:
@@ -71,20 +70,25 @@ class TestConfigurablePaths:
         with tempfile.TemporaryDirectory() as tmpdir:
             test_config_dir = Path(tmpdir) / "explicit-config"
             test_db_path = Path(tmpdir) / "explicit.db"
-            
+
             # Save original paths
             original_config = path_manager._config_dir
             original_db = path_manager._database_path
-            
+
             try:
                 # Set explicit paths
                 path_manager.set_config_dir(test_config_dir)
                 path_manager.set_database_path(test_db_path)
-                
+
                 assert path_manager.get_config_dir() == test_config_dir
                 assert path_manager.get_database_path() == test_db_path
-                assert path_manager.get_config_file_path() == test_config_dir / "config.toml"
-                assert path_manager.get_auth_file_path() == test_config_dir / "auth.json"
+                assert (
+                    path_manager.get_config_file_path()
+                    == test_config_dir / "config.toml"
+                )
+                assert (
+                    path_manager.get_auth_file_path() == test_config_dir / "auth.json"
+                )
             finally:
                 # Restore original paths
                 path_manager._config_dir = original_config
@@ -94,40 +98,47 @@ class TestConfigurablePaths:
         """Test that database operations work with custom paths."""
         with tempfile.NamedTemporaryFile(suffix=".db", delete=False) as tmp_file:
             test_db_path = Path(tmp_file.name)
-        
+
         # Save original database path
         original_db = path_manager._database_path
-        
+
         try:
             # Set custom database path
             path_manager.set_database_path(test_db_path)
-            
-            # Test database operations
-            ctx = MockContext()
-            balance = {
-                "account_id": "test-account",
-                "bank": "TEST_BANK",
-                "status": "active",
+
+            # Test database operations using DatabaseService
+            database_service = DatabaseService()
+            balance_data = {
+                "balances": [
+                    {
+                        "balanceAmount": {"amount": "1000.0", "currency": "EUR"},
+                        "balanceType": "available",
+                    }
+                ],
+                "institution_id": "TEST_BANK",
+                "account_status": "active",
                 "iban": "TEST_IBAN",
-                "amount": 1000.0,
-                "currency": "EUR",
-                "type": "available",
-                "timestamp": "2023-01-01T00:00:00",
             }
-            
-            # Persist balance
-            persist_balances(ctx, balance)
-            
+
+            # Use the internal balance persistence method since the test needs direct database access
+            import asyncio
+
+            asyncio.run(
+                database_service._persist_balance_sqlite("test-account", balance_data)
+            )
+
             # Retrieve balances
-            balances = get_balances()
-            
+            balances = asyncio.run(
+                database_service.get_balances_from_db("test-account")
+            )
+
             assert len(balances) == 1
             assert balances[0]["account_id"] == "test-account"
             assert balances[0]["amount"] == 1000.0
-            
+
             # Verify database file exists at custom location
             assert test_db_path.exists()
-            
+
         finally:
             # Restore original path and cleanup
             path_manager._database_path = original_db
@@ -139,24 +150,24 @@ class TestConfigurablePaths:
         with tempfile.TemporaryDirectory() as tmpdir:
             test_config_dir = Path(tmpdir) / "new" / "config" / "dir"
             test_db_path = Path(tmpdir) / "new" / "db" / "dir" / "test.db"
-            
+
             # Save original paths
             original_config = path_manager._config_dir
             original_db = path_manager._database_path
-            
+
             try:
                 # Set paths to non-existent directories
                 path_manager.set_config_dir(test_config_dir)
                 path_manager.set_database_path(test_db_path)
-                
+
                 # Ensure directories are created
                 path_manager.ensure_config_dir_exists()
                 path_manager.ensure_database_dir_exists()
-                
+
                 assert test_config_dir.exists()
                 assert test_db_path.parent.exists()
-                
+
             finally:
                 # Restore original paths
                 path_manager._config_dir = original_config
-                path_manager._database_path = original_db
+                path_manager._database_path = original_db

tests/unit/test_database_service.py

@@ -1,10 +1,11 @@
 """Tests for database service."""
 
-import pytest
-from unittest.mock import patch
 from datetime import datetime
+from unittest.mock import patch
 
-from leggend.services.database_service import DatabaseService
+import pytest
+
+from leggen.services.database_service import DatabaseService
 
 
 @pytest.fixture
@@ -83,7 +84,9 @@ class TestDatabaseService:
         self, database_service, sample_transactions_db_format
     ):
         """Test successful retrieval of transactions from database."""
-        with patch("leggen.database.sqlite.get_transactions") as mock_get_transactions:
+        with patch.object(
+            database_service, "_get_transactions"
+        ) as mock_get_transactions:
             mock_get_transactions.return_value = sample_transactions_db_format
 
             result = await database_service.get_transactions_from_db(
@@ -107,7 +110,9 @@ class TestDatabaseService:
         self, database_service, sample_transactions_db_format
     ):
         """Test retrieving transactions with filters."""
-        with patch("leggen.database.sqlite.get_transactions") as mock_get_transactions:
+        with patch.object(
+            database_service, "_get_transactions"
+        ) as mock_get_transactions:
             mock_get_transactions.return_value = sample_transactions_db_format
 
             result = await database_service.get_transactions_from_db(
@@ -143,7 +148,9 @@ class TestDatabaseService:
 
     async def test_get_transactions_from_db_error(self, database_service):
         """Test handling error when getting transactions."""
-        with patch("leggen.database.sqlite.get_transactions") as mock_get_transactions:
+        with patch.object(
+            database_service, "_get_transactions"
+        ) as mock_get_transactions:
             mock_get_transactions.side_effect = Exception("Database error")
 
             result = await database_service.get_transactions_from_db()
@@ -152,7 +159,7 @@ class TestDatabaseService:
 
     async def test_get_transaction_count_from_db_success(self, database_service):
         """Test successful retrieval of transaction count."""
-        with patch("leggen.database.sqlite.get_transaction_count") as mock_get_count:
+        with patch.object(database_service, "_get_transaction_count") as mock_get_count:
             mock_get_count.return_value = 42
 
             result = await database_service.get_transaction_count_from_db(
@@ -164,7 +171,7 @@ class TestDatabaseService:
 
     async def test_get_transaction_count_from_db_with_filters(self, database_service):
         """Test getting transaction count with filters."""
-        with patch("leggen.database.sqlite.get_transaction_count") as mock_get_count:
+        with patch.object(database_service, "_get_transaction_count") as mock_get_count:
             mock_get_count.return_value = 15
 
             result = await database_service.get_transaction_count_from_db(
@@ -194,7 +201,7 @@ class TestDatabaseService:
 
     async def test_get_transaction_count_from_db_error(self, database_service):
         """Test handling error when getting count."""
-        with patch("leggen.database.sqlite.get_transaction_count") as mock_get_count:
+        with patch.object(database_service, "_get_transaction_count") as mock_get_count:
             mock_get_count.side_effect = Exception("Database error")
 
             result = await database_service.get_transaction_count_from_db()
@@ -205,7 +212,7 @@ class TestDatabaseService:
         self, database_service, sample_balances_db_format
     ):
         """Test successful retrieval of balances from database."""
-        with patch("leggen.database.sqlite.get_balances") as mock_get_balances:
+        with patch.object(database_service, "_get_balances") as mock_get_balances:
             mock_get_balances.return_value = sample_balances_db_format
 
             result = await database_service.get_balances_from_db(
@@ -227,7 +234,7 @@ class TestDatabaseService:
 
     async def test_get_balances_from_db_error(self, database_service):
         """Test handling error when getting balances."""
-        with patch("leggen.database.sqlite.get_balances") as mock_get_balances:
+        with patch.object(database_service, "_get_balances") as mock_get_balances:
             mock_get_balances.side_effect = Exception("Database error")
 
             result = await database_service.get_balances_from_db()
@@ -242,7 +249,7 @@ class TestDatabaseService:
             "iban": "LT313250081177977789",
         }
 
-        with patch("leggen.database.sqlite.get_account_summary") as mock_get_summary:
+        with patch.object(database_service, "_get_account_summary") as mock_get_summary:
             mock_get_summary.return_value = mock_summary
 
             result = await database_service.get_account_summary_from_db(
@@ -262,7 +269,7 @@ class TestDatabaseService:
 
     async def test_get_account_summary_from_db_error(self, database_service):
         """Test handling error when getting summary."""
-        with patch("leggen.database.sqlite.get_account_summary") as mock_get_summary:
+        with patch.object(database_service, "_get_account_summary") as mock_get_summary:
             mock_get_summary.side_effect = Exception("Database error")
 
             result = await database_service.get_account_summary_from_db(

tests/unit/test_scheduler.py

@@ -1,10 +1,11 @@
 """Tests for background scheduler."""
 
-import pytest
-from unittest.mock import patch, AsyncMock, MagicMock
 from datetime import datetime
+from unittest.mock import AsyncMock, MagicMock, patch
 
-from leggend.background.scheduler import BackgroundScheduler
+import pytest
+
+from leggen.background.scheduler import BackgroundScheduler
 
 
 @pytest.mark.unit
@@ -20,8 +21,8 @@ class TestBackgroundScheduler:
     def scheduler(self):
         """Create scheduler instance for testing."""
         with (
-            patch("leggend.background.scheduler.SyncService"),
-            patch("leggend.background.scheduler.config") as mock_config,
+            patch("leggen.background.scheduler.SyncService"),
+            patch("leggen.background.scheduler.config") as mock_config,
         ):
             mock_config.scheduler_config = {
                 "sync": {"enabled": True, "hour": 3, "minute": 0}
@@ -37,7 +38,7 @@ class TestBackgroundScheduler:
 
     def test_scheduler_start_default_config(self, scheduler, mock_config):
         """Test starting scheduler with default configuration."""
-        with patch("leggend.config.config") as mock_config_obj:
+        with patch("leggen.utils.config.config") as mock_config_obj:
             mock_config_obj.scheduler_config = mock_config
 
             # Mock the job that gets added
@@ -58,7 +59,7 @@ class TestBackgroundScheduler:
 
         with (
             patch.object(scheduler, "scheduler") as mock_scheduler,
-            patch("leggend.background.scheduler.config") as mock_config_obj,
+            patch("leggen.background.scheduler.config") as mock_config_obj,
         ):
             mock_config_obj.scheduler_config = disabled_config
             mock_scheduler.running = False
@@ -79,7 +80,7 @@ class TestBackgroundScheduler:
             }
         }
 
-        with patch("leggend.config.config") as mock_config_obj:
+        with patch("leggen.utils.config.config") as mock_config_obj:
             mock_config_obj.scheduler_config = cron_config
 
             scheduler.start()
@@ -97,7 +98,7 @@ class TestBackgroundScheduler:
 
         with (
             patch.object(scheduler, "scheduler") as mock_scheduler,
-            patch("leggend.background.scheduler.config") as mock_config_obj,
+            patch("leggen.background.scheduler.config") as mock_config_obj,
         ):
             mock_config_obj.scheduler_config = invalid_cron_config
             mock_scheduler.running = False
@@ -187,7 +188,7 @@ class TestBackgroundScheduler:
 
     def test_scheduler_job_max_instances(self, scheduler, mock_config):
         """Test that sync jobs have max_instances=1."""
-        with patch("leggend.config.config") as mock_config_obj:
+        with patch("leggen.utils.config.config") as mock_config_obj:
             mock_config_obj.scheduler_config = mock_config
             scheduler.start()
 

tests/unit/test_sqlite_database.py

@@ -1,364 +0,0 @@
-"""Tests for SQLite database functions."""
-
-import pytest
-import tempfile
-from pathlib import Path
-from unittest.mock import patch
-from datetime import datetime
-
-import leggen.database.sqlite as sqlite_db
-
-
-@pytest.fixture
-def temp_db_path():
-    """Create a temporary database file for testing."""
-    import uuid
-
-    with tempfile.TemporaryDirectory() as tmpdir:
-        db_path = Path(tmpdir) / f"test_{uuid.uuid4().hex}.db"
-        yield db_path
-
-
-@pytest.fixture
-def mock_home_db_path(temp_db_path):
-    """Mock the database path to use temp file."""
-    from leggen.utils.paths import path_manager
-    
-    # Set the path manager to use the temporary database
-    original_database_path = path_manager._database_path
-    path_manager.set_database_path(temp_db_path)
-    
-    try:
-        yield temp_db_path
-    finally:
-        # Restore original path
-        path_manager._database_path = original_database_path
-
-
-@pytest.fixture
-def sample_transactions():
-    """Sample transaction data for testing."""
-    return [
-        {
-            "transactionId": "bank-txn-001",  # NEW: stable bank-provided ID
-            "internalTransactionId": "txn-001",
-            "institutionId": "REVOLUT_REVOLT21",
-            "iban": "LT313250081177977789",
-            "transactionDate": datetime(2025, 9, 1, 9, 30),
-            "description": "Coffee Shop Payment",
-            "transactionValue": -10.50,
-            "transactionCurrency": "EUR",
-            "transactionStatus": "booked",
-            "accountId": "test-account-123",
-            "rawTransaction": {"transactionId": "bank-txn-001", "some": "data"},
-        },
-        {
-            "transactionId": "bank-txn-002",  # NEW: stable bank-provided ID
-            "internalTransactionId": "txn-002",
-            "institutionId": "REVOLUT_REVOLT21",
-            "iban": "LT313250081177977789",
-            "transactionDate": datetime(2025, 9, 2, 14, 15),
-            "description": "Grocery Store",
-            "transactionValue": -45.30,
-            "transactionCurrency": "EUR",
-            "transactionStatus": "booked",
-            "accountId": "test-account-123",
-            "rawTransaction": {"transactionId": "bank-txn-002", "other": "data"},
-        },
-    ]
-
-
-@pytest.fixture
-def sample_balance():
-    """Sample balance data for testing."""
-    return {
-        "account_id": "test-account-123",
-        "bank": "REVOLUT_REVOLT21",
-        "status": "active",
-        "iban": "LT313250081177977789",
-        "amount": 1000.00,
-        "currency": "EUR",
-        "type": "interimAvailable",
-        "timestamp": datetime.now(),
-    }
-
-
-class MockContext:
-    """Mock context for testing."""
-
-
-class TestSQLiteDatabase:
-    """Test SQLite database operations."""
-
-    def test_persist_transactions(self, mock_home_db_path, sample_transactions):
-        """Test persisting transactions to database."""
-        ctx = MockContext()
-
-        # Persist transactions
-        new_transactions = sqlite_db.persist_transactions(
-            ctx, "test-account-123", sample_transactions
-        )
-
-        # Should return all transactions as new
-        assert len(new_transactions) == 2
-        assert new_transactions[0]["internalTransactionId"] == "txn-001"
-
-    def test_persist_transactions_duplicates(
-        self, mock_home_db_path, sample_transactions
-    ):
-        """Test handling duplicate transactions."""
-        ctx = MockContext()
-
-        # Insert transactions twice
-        new_transactions_1 = sqlite_db.persist_transactions(
-            ctx, "test-account-123", sample_transactions
-        )
-        new_transactions_2 = sqlite_db.persist_transactions(
-            ctx, "test-account-123", sample_transactions
-        )
-
-        # First time should return all as new
-        assert len(new_transactions_1) == 2
-        # Second time should also return all (INSERT OR REPLACE behavior with composite key)
-        assert len(new_transactions_2) == 2
-
-    def test_get_transactions_all(self, mock_home_db_path, sample_transactions):
-        """Test retrieving all transactions."""
-        ctx = MockContext()
-
-        # Insert test data
-        sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
-
-        # Get all transactions
-        transactions = sqlite_db.get_transactions()
-
-        assert len(transactions) == 2
-        assert (
-            transactions[0]["internalTransactionId"] == "txn-002"
-        )  # Ordered by date DESC
-        assert transactions[1]["internalTransactionId"] == "txn-001"
-
-    def test_get_transactions_filtered_by_account(
-        self, mock_home_db_path, sample_transactions
-    ):
-        """Test filtering transactions by account ID."""
-        ctx = MockContext()
-
-        # Add transaction for different account
-        other_account_transaction = sample_transactions[0].copy()
-        other_account_transaction["internalTransactionId"] = "txn-003"
-        other_account_transaction["accountId"] = "other-account"
-
-        all_transactions = sample_transactions + [other_account_transaction]
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            sqlite_db.persist_transactions(ctx, "test-account-123", all_transactions)
-
-            # Filter by account
-            transactions = sqlite_db.get_transactions(account_id="test-account-123")
-
-            assert len(transactions) == 2
-            for txn in transactions:
-                assert txn["accountId"] == "test-account-123"
-
-    def test_get_transactions_with_pagination(
-        self, mock_home_db_path, sample_transactions
-    ):
-        """Test transaction pagination."""
-        ctx = MockContext()
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
-
-            # Get first page
-            transactions_page1 = sqlite_db.get_transactions(limit=1, offset=0)
-            assert len(transactions_page1) == 1
-
-            # Get second page
-            transactions_page2 = sqlite_db.get_transactions(limit=1, offset=1)
-            assert len(transactions_page2) == 1
-
-            # Should be different transactions
-            assert (
-                transactions_page1[0]["internalTransactionId"]
-                != transactions_page2[0]["internalTransactionId"]
-            )
-
-    def test_get_transactions_with_amount_filter(
-        self, mock_home_db_path, sample_transactions
-    ):
-        """Test filtering transactions by amount."""
-        ctx = MockContext()
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
-
-            # Filter by minimum amount (should exclude coffee shop payment)
-            transactions = sqlite_db.get_transactions(min_amount=-20.0)
-            assert len(transactions) == 1
-            assert transactions[0]["transactionValue"] == -10.50
-
-    def test_get_transactions_with_search(self, mock_home_db_path, sample_transactions):
-        """Test searching transactions by description."""
-        ctx = MockContext()
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
-
-            # Search for "Coffee"
-            transactions = sqlite_db.get_transactions(search="Coffee")
-            assert len(transactions) == 1
-            assert "Coffee" in transactions[0]["description"]
-
-    def test_get_transactions_empty_database(self, mock_home_db_path):
-        """Test getting transactions from empty database."""
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            transactions = sqlite_db.get_transactions()
-            assert transactions == []
-
-    def test_get_transactions_nonexistent_database(self):
-        """Test getting transactions when database doesn't exist."""
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = Path("/nonexistent")
-
-            transactions = sqlite_db.get_transactions()
-            assert transactions == []
-
-    def test_persist_balances(self, mock_home_db_path, sample_balance):
-        """Test persisting balance data."""
-        ctx = MockContext()
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            result = sqlite_db.persist_balances(ctx, sample_balance)
-
-            # Should return the balance data
-            assert result["account_id"] == "test-account-123"
-
-    def test_get_balances(self, mock_home_db_path, sample_balance):
-        """Test retrieving balances."""
-        ctx = MockContext()
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            # Insert test balance
-            sqlite_db.persist_balances(ctx, sample_balance)
-
-            # Get balances
-            balances = sqlite_db.get_balances()
-
-            assert len(balances) == 1
-            assert balances[0]["account_id"] == "test-account-123"
-            assert balances[0]["amount"] == 1000.00
-
-    def test_get_balances_filtered_by_account(self, mock_home_db_path, sample_balance):
-        """Test filtering balances by account ID."""
-        ctx = MockContext()
-
-        # Create balance for different account
-        other_balance = sample_balance.copy()
-        other_balance["account_id"] = "other-account"
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            sqlite_db.persist_balances(ctx, sample_balance)
-            sqlite_db.persist_balances(ctx, other_balance)
-
-            # Filter by account
-            balances = sqlite_db.get_balances(account_id="test-account-123")
-
-            assert len(balances) == 1
-            assert balances[0]["account_id"] == "test-account-123"
-
-    def test_get_account_summary(self, mock_home_db_path, sample_transactions):
-        """Test getting account summary from transactions."""
-        ctx = MockContext()
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
-
-            summary = sqlite_db.get_account_summary("test-account-123")
-
-            assert summary is not None
-            assert summary["accountId"] == "test-account-123"
-            assert summary["institutionId"] == "REVOLUT_REVOLT21"
-            assert summary["iban"] == "LT313250081177977789"
-
-    def test_get_account_summary_nonexistent(self, mock_home_db_path):
-        """Test getting summary for nonexistent account."""
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            summary = sqlite_db.get_account_summary("nonexistent")
-            assert summary is None
-
-    def test_get_transaction_count(self, mock_home_db_path, sample_transactions):
-        """Test getting transaction count."""
-        ctx = MockContext()
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
-
-            # Get total count
-            count = sqlite_db.get_transaction_count()
-            assert count == 2
-
-            # Get count for specific account
-            count_filtered = sqlite_db.get_transaction_count(
-                account_id="test-account-123"
-            )
-            assert count_filtered == 2
-
-            # Get count for nonexistent account
-            count_none = sqlite_db.get_transaction_count(account_id="nonexistent")
-            assert count_none == 0
-
-    def test_get_transaction_count_with_filters(
-        self, mock_home_db_path, sample_transactions
-    ):
-        """Test getting transaction count with filters."""
-        ctx = MockContext()
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
-
-            # Filter by search
-            count = sqlite_db.get_transaction_count(search="Coffee")
-            assert count == 1
-
-            # Filter by amount
-            count = sqlite_db.get_transaction_count(min_amount=-20.0)
-            assert count == 1
-
-    def test_database_indexes_created(self, mock_home_db_path, sample_transactions):
-        """Test that database indexes are created properly."""
-        ctx = MockContext()
-
-        with patch("pathlib.Path.home") as mock_home:
-            mock_home.return_value = mock_home_db_path.parent / ".."
-
-            # Persist transactions to create tables and indexes
-            sqlite_db.persist_transactions(ctx, "test-account-123", sample_transactions)
-
-            # Get transactions to ensure we can query the table (indexes working)
-            transactions = sqlite_db.get_transactions(account_id="test-account-123")
-            assert len(transactions) == 2

uv.lock

@@ -229,6 +229,7 @@ dependencies = [
     { name = "fastapi" },
     { name = "httpx" },
     { name = "loguru" },
+    { name = "pydantic" },
     { name = "requests" },
     { name = "tabulate" },
     { name = "tomli-w" },
@@ -257,6 +258,7 @@ requires-dist = [
     { name = "fastapi", specifier = ">=0.104.0,<1" },
     { name = "httpx", specifier = ">=0.28.1" },
     { name = "loguru", specifier = ">=0.7.2,<0.8" },
+    { name = "pydantic", specifier = ">=2.0.0,<3" },
     { name = "requests", specifier = ">=2.31.0,<3" },
     { name = "tabulate", specifier = ">=0.9.0,<0.10" },
     { name = "tomli-w", specifier = ">=1.0.0,<2" },