chore(ci): Bump version to 2025.9.12

Co-authored-by: elisiariocouto <818914+elisiariocouto@users.noreply.github.com>

.github/workflows/ci.yml

@@ -0,0 +1,55 @@
+name: CI
+
+on:
+  push:
+    branches: [ "main", "dev" ]
+  pull_request:
+    branches: [ "main", "dev" ]
+
+jobs:
+  test-python:
+    name: Test Python
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      
+      - name: Install uv
+        uses: astral-sh/setup-uv@v5
+        
+      - name: Set up Python
+        uses: actions/setup-python@v5
+        with:
+          python-version-file: "pyproject.toml"
+          
+      - name: Create config directory for tests
+        run: |
+          mkdir -p ~/.config/leggen
+          cp config.example.toml ~/.config/leggen/config.toml
+          
+      - name: Run Python tests
+        run: uv run pytest
+
+  test-frontend:
+    name: Test Frontend
+    runs-on: ubuntu-latest
+    defaults:
+      run:
+        working-directory: ./frontend
+    steps:
+      - uses: actions/checkout@v4
+      
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: '20'
+          cache: 'npm'
+          cache-dependency-path: frontend/package-lock.json
+          
+      - name: Install dependencies
+        run: npm install
+        
+      - name: Run lint
+        run: npm run lint
+        
+      - name: Run build
+        run: npm run build

.github/workflows/release.yml

@@ -133,3 +133,34 @@ jobs:
           push: true
           tags: ${{ steps.meta-frontend.outputs.tags }}
           labels: ${{ steps.meta-frontend.outputs.labels }}
+
+  create-github-release:
+    name: Create GitHub Release
+    runs-on: ubuntu-latest
+    needs: [build, publish-to-pypi, push-docker-backend, push-docker-frontend]
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+          
+      - name: Install git-cliff
+        run: |
+          wget -qO- https://github.com/orhun/git-cliff/releases/latest/download/git-cliff-2.10.0-x86_64-unknown-linux-gnu.tar.gz | tar xz
+          sudo mv git-cliff-*/git-cliff /usr/local/bin/
+          
+      - name: Generate release notes
+        id: release_notes
+        run: |
+          echo "notes<<EOF" >> $GITHUB_OUTPUT
+          git-cliff --current >> $GITHUB_OUTPUT
+          echo "EOF" >> $GITHUB_OUTPUT
+          
+      - name: Create Release
+        uses: softprops/action-gh-release@v2
+        with:
+          tag_name: ${{ github.ref_name }}
+          name: Release ${{ github.ref_name }}
+          body: ${{ steps.release_notes.outputs.notes }}
+          draft: false
+          prerelease: false

.gitignore

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

.pre-commit-config.yaml

@@ -1,8 +1,8 @@
 repos:
   - repo: https://github.com/charliermarsh/ruff-pre-commit
-    rev: "v0.12.11"
+    rev: "v0.13.0"
     hooks:
-      - id: ruff
+      - id: ruff-check
       - id: ruff-format
   - repo: https://github.com/pre-commit/pre-commit-hooks
     rev: v6.0.0
@@ -15,8 +15,8 @@ repos:
     hooks:
       - id: mypy
         name: Static type check with mypy
-        entry: uv run mypy leggen leggend --check-untyped-defs
+        entry: uv run mypy leggen --check-untyped-defs
-        files: "^leggen(d)?/.*"
+        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`

CHANGELOG.md

@@ -1,4 +1,275 @@
 
+## 2025.9.12 (2025/09/15)
+
+
+## 2025.9.12 (2025/09/15)
+
+
+## 2025.9.11 (2025/09/15)
+
+### Bug Fixes
+
+- **config:** Add Pydantic validation and fix telegram config field mappings. ([2c6e0995](https://github.com/elisiariocouto/leggen/commit/2c6e0995968c9c9917992fd15ec10a89933c0c21))
+- **config:** Fix example config file. ([d09cf6d0](https://github.com/elisiariocouto/leggen/commit/d09cf6d04ccb6233981f273cd88e0b8ffe074d71))
+- **docs:** Remove test files and update gitignore ([692bee57](https://github.com/elisiariocouto/leggen/commit/692bee574ee8de16496a3c733bad53be3b256990))
+- **frontend:** Align balance calculation between sidebar and Analytics page ([35b6d98e](https://github.com/elisiariocouto/leggen/commit/35b6d98e6a37b1e9caf8a232ffe66380e7203cad))
+- **frontend:** Add ignore rules for eslint on shadcn components. ([74a700ff](https://github.com/elisiariocouto/leggen/commit/74a700ff87b2504c3d394cddd9935c56c3c7a00d))
+-  Resolve all CI failures - linting, typing, and test issues ([c8f0a103](https://github.com/elisiariocouto/leggen/commit/c8f0a103c6ccdb722bbab1ac6973827b41fddc19))
+
+
+### Features
+
+- **analytics:** Fix transaction limits and improve chart legends ([e136fc4b](https://github.com/elisiariocouto/leggen/commit/e136fc4b75243b35a77bc0bf0260808006987d7a))
+- **docs:** Add comprehensive copilot agent setup instructions ([c6ac4455](https://github.com/elisiariocouto/leggen/commit/c6ac4455f848dd429100dd3fc6d43de8c4e5aa6b))
+- **docs:** Add configuration file setup to agent instructions ([482f16c7](https://github.com/elisiariocouto/leggen/commit/482f16c77eef1f477ba49475fe30f809de9a05d7))
+- **frontend:** Enhance transactions page with advanced filtering and UI improvements. ([969776fb](https://github.com/elisiariocouto/leggen/commit/969776fb53261acca2f77b0c761584e201fde118))
+- **frontend:** Replace heavy filter UI with modern shadcn/ui inline filter bar. ([eb27f191](https://github.com/elisiariocouto/leggen/commit/eb27f19196d92a6ae5220b81709fded499a12f4f))
+- **frontend:** Complete shadcn/ui migration with dark mode support and analytics updates. ([66db34c7](https://github.com/elisiariocouto/leggen/commit/66db34c712300ff4b5dbe7e06246f16d6f6a8469))
+
+
+### Miscellaneous Tasks
+
+-  Sort imports, fix deprecated pydantic option. ([2467cb2f](https://github.com/elisiariocouto/leggen/commit/2467cb2f5af07a7262b3221bf61b58ad4017659a))
+-  Check import order using ruff. ([da98b7b2](https://github.com/elisiariocouto/leggen/commit/da98b7b2b77c5b37792dedff11f8256da3b086f7))
+
+
+### Refactor
+
+- **analytics:** Simplify analytics endpoints and eliminate client-side processing. ([077e2bb1](https://github.com/elisiariocouto/leggen/commit/077e2bb1adbdb73ffde17635bd918cd40fe7fb5a))
+-  Unify leggen and leggend packages into single leggen package ([318ca517](https://github.com/elisiariocouto/leggen/commit/318ca517f7ea599b37a8deb47ad80218fbae008f))
+-  Consolidate database layer and eliminate wrapper complexity. ([5ae3a51d](https://github.com/elisiariocouto/leggen/commit/5ae3a51d8138b9aa28dbceabf575ab2577402e70))
+
+
+
+## 2025.9.11 (2025/09/15)
+
+### Bug Fixes
+
+- **config:** Add Pydantic validation and fix telegram config field mappings. ([2c6e0995](https://github.com/elisiariocouto/leggen/commit/2c6e0995968c9c9917992fd15ec10a89933c0c21))
+- **config:** Fix example config file. ([d09cf6d0](https://github.com/elisiariocouto/leggen/commit/d09cf6d04ccb6233981f273cd88e0b8ffe074d71))
+- **docs:** Remove test files and update gitignore ([692bee57](https://github.com/elisiariocouto/leggen/commit/692bee574ee8de16496a3c733bad53be3b256990))
+- **frontend:** Align balance calculation between sidebar and Analytics page ([35b6d98e](https://github.com/elisiariocouto/leggen/commit/35b6d98e6a37b1e9caf8a232ffe66380e7203cad))
+- **frontend:** Add ignore rules for eslint on shadcn components. ([74a700ff](https://github.com/elisiariocouto/leggen/commit/74a700ff87b2504c3d394cddd9935c56c3c7a00d))
+-  Resolve all CI failures - linting, typing, and test issues ([c8f0a103](https://github.com/elisiariocouto/leggen/commit/c8f0a103c6ccdb722bbab1ac6973827b41fddc19))
+
+
+### Features
+
+- **analytics:** Fix transaction limits and improve chart legends ([e136fc4b](https://github.com/elisiariocouto/leggen/commit/e136fc4b75243b35a77bc0bf0260808006987d7a))
+- **docs:** Add comprehensive copilot agent setup instructions ([c6ac4455](https://github.com/elisiariocouto/leggen/commit/c6ac4455f848dd429100dd3fc6d43de8c4e5aa6b))
+- **docs:** Add configuration file setup to agent instructions ([482f16c7](https://github.com/elisiariocouto/leggen/commit/482f16c77eef1f477ba49475fe30f809de9a05d7))
+- **frontend:** Enhance transactions page with advanced filtering and UI improvements. ([969776fb](https://github.com/elisiariocouto/leggen/commit/969776fb53261acca2f77b0c761584e201fde118))
+- **frontend:** Replace heavy filter UI with modern shadcn/ui inline filter bar. ([eb27f191](https://github.com/elisiariocouto/leggen/commit/eb27f19196d92a6ae5220b81709fded499a12f4f))
+- **frontend:** Complete shadcn/ui migration with dark mode support and analytics updates. ([66db34c7](https://github.com/elisiariocouto/leggen/commit/66db34c712300ff4b5dbe7e06246f16d6f6a8469))
+
+
+### Miscellaneous Tasks
+
+-  Sort imports, fix deprecated pydantic option. ([2467cb2f](https://github.com/elisiariocouto/leggen/commit/2467cb2f5af07a7262b3221bf61b58ad4017659a))
+-  Check import order using ruff. ([da98b7b2](https://github.com/elisiariocouto/leggen/commit/da98b7b2b77c5b37792dedff11f8256da3b086f7))
+
+
+### Refactor
+
+- **analytics:** Simplify analytics endpoints and eliminate client-side processing. ([077e2bb1](https://github.com/elisiariocouto/leggen/commit/077e2bb1adbdb73ffde17635bd918cd40fe7fb5a))
+-  Unify leggen and leggend packages into single leggen package ([318ca517](https://github.com/elisiariocouto/leggen/commit/318ca517f7ea599b37a8deb47ad80218fbae008f))
+-  Consolidate database layer and eliminate wrapper complexity. ([5ae3a51d](https://github.com/elisiariocouto/leggen/commit/5ae3a51d8138b9aa28dbceabf575ab2577402e70))
+
+
+
+## 2025.9.10 (2025/09/13)
+
+### Miscellaneous Tasks
+
+- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
+
+
+
+## 2025.9.10 (2025/09/13)
+
+### Miscellaneous Tasks
+
+- **frontend:** Update dependencies. ([06cf02f4](https://github.com/elisiariocouto/leggen/commit/06cf02f43ff72e4e01692e3a94a06be48d9acb1f))
+
+
+
+## 2025.9.9 (2025/09/11)
+
+### Bug Fixes
+
+- **core:** Handle permission errors gracefully in database path creation. ([4006dd12](https://github.com/elisiariocouto/leggen/commit/4006dd128e0896b338cb93fad60a1eca90c1873d))
+
+
+### Features
+
+- **frontend:** Improve transactions table mobile UX with responsive card layout ([1e94333d](https://github.com/elisiariocouto/leggen/commit/1e94333d8f0275542ae7fd6e49fb8b7f03ad3d11))
+- **frontend:** Improve transactions table mobile UX with responsive card layout ([1c901a9d](https://github.com/elisiariocouto/leggen/commit/1c901a9ddab0f6515dce56df8cce74518805a6bb))
+-  Remove config.toml file - should be created when needed ([a5d10b35](https://github.com/elisiariocouto/leggen/commit/a5d10b3539e7cfc649b0fee05b12c4a03681e135))
+
+
+### Refactor
+
+- **core:** Integrate directory creation with database path retrieval and remove backup file. ([7d9744a4](https://github.com/elisiariocouto/leggen/commit/7d9744a40e7898e5bbe52e2e9f54317aa5c1cdd6))
+
+
+
+## 2025.9.9 (2025/09/11)
+
+### Bug Fixes
+
+- **core:** Handle permission errors gracefully in database path creation. ([4006dd12](https://github.com/elisiariocouto/leggen/commit/4006dd128e0896b338cb93fad60a1eca90c1873d))
+
+
+### Features
+
+- **frontend:** Improve transactions table mobile UX with responsive card layout ([1e94333d](https://github.com/elisiariocouto/leggen/commit/1e94333d8f0275542ae7fd6e49fb8b7f03ad3d11))
+- **frontend:** Improve transactions table mobile UX with responsive card layout ([1c901a9d](https://github.com/elisiariocouto/leggen/commit/1c901a9ddab0f6515dce56df8cce74518805a6bb))
+-  Remove config.toml file - should be created when needed ([a5d10b35](https://github.com/elisiariocouto/leggen/commit/a5d10b3539e7cfc649b0fee05b12c4a03681e135))
+
+
+### Refactor
+
+- **core:** Integrate directory creation with database path retrieval and remove backup file. ([7d9744a4](https://github.com/elisiariocouto/leggen/commit/7d9744a40e7898e5bbe52e2e9f54317aa5c1cdd6))
+
+
+
+## 2025.9.8 (2025/09/11)
+
+### Bug Fixes
+
+-  Change branch name from develop to dev in CI workflow ([f4bf549b](https://github.com/elisiariocouto/leggen/commit/f4bf549b99197d70104abf5731ab1ccb67cc9a69))
+
+
+### Features
+
+-  Update CI workflow to use Node.js 20 instead of 18 ([e4e04ea3](https://github.com/elisiariocouto/leggen/commit/e4e04ea34ea568c08292562243b6e6c08234d918))
+
+
+
+## 2025.9.8 (2025/09/11)
+
+### Bug Fixes
+
+-  Change branch name from develop to dev in CI workflow ([f4bf549b](https://github.com/elisiariocouto/leggen/commit/f4bf549b99197d70104abf5731ab1ccb67cc9a69))
+
+
+### Features
+
+-  Update CI workflow to use Node.js 20 instead of 18 ([e4e04ea3](https://github.com/elisiariocouto/leggen/commit/e4e04ea34ea568c08292562243b6e6c08234d918))
+
+
+
+## 2025.9.7 (2025/09/11)
+
+### Bug Fixes
+
+-  Simplify notification settings and fix notification test on dashboard. ([91020e32](https://github.com/elisiariocouto/leggen/commit/91020e32ea836ee8af4aeaf5d49525c24b566aed))
+
+
+### Features
+
+- **frontend:** Implement TanStack Table for transactions view ([544527f2](https://github.com/elisiariocouto/leggen/commit/544527f28284fb9644bec6e721fa5da8ce10739f))
+-  Improve transactions API pagination and search ([2d6800ef](https://github.com/elisiariocouto/leggen/commit/2d6800eff8e484d3d175225f94d854706584a773))
+
+
+
+## 2025.9.7 (2025/09/11)
+
+### Bug Fixes
+
+-  Simplify notification settings and fix notification test on dashboard. ([91020e32](https://github.com/elisiariocouto/leggen/commit/91020e32ea836ee8af4aeaf5d49525c24b566aed))
+
+
+### Features
+
+- **frontend:** Implement TanStack Table for transactions view ([544527f2](https://github.com/elisiariocouto/leggen/commit/544527f28284fb9644bec6e721fa5da8ce10739f))
+-  Improve transactions API pagination and search ([2d6800ef](https://github.com/elisiariocouto/leggen/commit/2d6800eff8e484d3d175225f94d854706584a773))
+
+
+
+## 2025.9.6 (2025/09/10)
+
+### Features
+
+- **db:** Migrate transactions table to composite primary key ([a00d6ce2](https://github.com/elisiariocouto/leggen/commit/a00d6ce2ce2c4a070e9fae56c0cea58b3aab6cec))
+
+
+
+## 2025.9.6 (2025/09/10)
+
+### Features
+
+- **db:** Migrate transactions table to composite primary key ([a00d6ce2](https://github.com/elisiariocouto/leggen/commit/a00d6ce2ce2c4a070e9fae56c0cea58b3aab6cec))
+
+
+
+## 2025.9.5 (2025/09/10)
+
+### Bug Fixes
+
+-  Correct composite key migration check ([c0ee21d6](https://github.com/elisiariocouto/leggen/commit/c0ee21d6fa8d5d61c029bd9334a7674fce99f729))
+
+
+
+## 2025.9.5 (2025/09/10)
+
+### Bug Fixes
+
+-  Correct composite key migration check ([c0ee21d6](https://github.com/elisiariocouto/leggen/commit/c0ee21d6fa8d5d61c029bd9334a7674fce99f729))
+
+
+
+## 2025.9.4 (2025/09/10)
+
+### Bug Fixes
+
+- **api:** Resolve duplicate transactions with composite key migration ([13e92ccd](https://github.com/elisiariocouto/leggen/commit/13e92ccd3497bacf3b8639f6332cd3f4b682bd0a))
+
+
+### Features
+
+- **api:** Add currency extraction and account name updates ([d9c50d12](https://github.com/elisiariocouto/leggen/commit/d9c50d129825529e0fb6477e5b62c0f990523bca))
+- **frontend:** Adapt to composite key transaction structure ([61fafecb](https://github.com/elisiariocouto/leggen/commit/61fafecb780a877a69ecca27ea95a1494669b70d))
+- **frontend:** Add account name editing functionality ([aa97f368](https://github.com/elisiariocouto/leggen/commit/aa97f36819f15f1afc34f45642abdc6e2ce6c883))
+- **frontend:** Implement TanStack Router with mobile sidebar ([ca41b7af](https://github.com/elisiariocouto/leggen/commit/ca41b7af0a5e50e0350857a4ace7979b7b29eab2))
+- **web:** Add modal to view raw transaction. ([433ba3fa](https://github.com/elisiariocouto/leggen/commit/433ba3faf9937613786e66e9ee13152f96d00c43))
+
+
+
+## 2025.9.4 (2025/09/10)
+
+### Bug Fixes
+
+- **api:** Resolve duplicate transactions with composite key migration ([13e92ccd](https://github.com/elisiariocouto/leggen/commit/13e92ccd3497bacf3b8639f6332cd3f4b682bd0a))
+
+
+### Features
+
+- **api:** Add currency extraction and account name updates ([d9c50d12](https://github.com/elisiariocouto/leggen/commit/d9c50d129825529e0fb6477e5b62c0f990523bca))
+- **frontend:** Adapt to composite key transaction structure ([61fafecb](https://github.com/elisiariocouto/leggen/commit/61fafecb780a877a69ecca27ea95a1494669b70d))
+- **frontend:** Add account name editing functionality ([aa97f368](https://github.com/elisiariocouto/leggen/commit/aa97f36819f15f1afc34f45642abdc6e2ce6c883))
+- **frontend:** Implement TanStack Router with mobile sidebar ([ca41b7af](https://github.com/elisiariocouto/leggen/commit/ca41b7af0a5e50e0350857a4ace7979b7b29eab2))
+- **web:** Add modal to view raw transaction. ([433ba3fa](https://github.com/elisiariocouto/leggen/commit/433ba3faf9937613786e66e9ee13152f96d00c43))
+
+
+
+## 2025.9.4 (2025/09/10)
+
+### Bug Fixes
+
+- **api:** Resolve duplicate transactions with composite key migration ([13e92ccd](https://github.com/elisiariocouto/leggen/commit/13e92ccd3497bacf3b8639f6332cd3f4b682bd0a))
+
+
+### Features
+
+- **api:** Add currency extraction and account name updates ([d9c50d12](https://github.com/elisiariocouto/leggen/commit/d9c50d129825529e0fb6477e5b62c0f990523bca))
+- **frontend:** Adapt to composite key transaction structure ([61fafecb](https://github.com/elisiariocouto/leggen/commit/61fafecb780a877a69ecca27ea95a1494669b70d))
+- **frontend:** Add account name editing functionality ([aa97f368](https://github.com/elisiariocouto/leggen/commit/aa97f36819f15f1afc34f45642abdc6e2ce6c883))
+- **frontend:** Implement TanStack Router with mobile sidebar ([ca41b7af](https://github.com/elisiariocouto/leggen/commit/ca41b7af0a5e50e0350857a4ace7979b7b29eab2))
+- **web:** Add modal to view raw transaction. ([433ba3fa](https://github.com/elisiariocouto/leggen/commit/433ba3faf9937613786e66e9ee13152f96d00c43))
+
+
+
 ## 2025.9.3 (2025/09/10)
 
 ### Miscellaneous Tasks

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
+├── api/             # FastAPI API routes and models
-
-leggend/             # FastAPI backend service
-├── api/             # 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
@@ -357,6 +354,10 @@ tests/               # Test suite
 3. Make your changes with tests
 4. Submit a pull request
 
+The repository uses GitHub Actions for CI/CD:
+- **CI**: Runs Python tests (`uv run pytest`) and frontend linting/build on every push
+- **Release**: Creates GitHub releases with changelog when tags are pushed
+
 ## ⚠️ Notes
 - This project is in active development
 - GoCardless API rate limits apply

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"
+api-key = "your-bot-token"
-chat_id = 12345
+chat-id = 12345
 enabled = true
 
 # Optional: Transaction filters for notifications

frontend/.claude/settings.local.json

@@ -0,0 +1,7 @@
+{
+  "permissions": {
+    "allow": ["Bash(find:*)"],
+    "deny": [],
+    "ask": []
+  }
+}

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/eslint.config.js

@@ -19,5 +19,17 @@ export default tseslint.config([
       ecmaVersion: 2020,
       globals: globals.browser,
     },
+    rules: {
+      "react-refresh/only-export-components": [
+        "warn",
+        { allowConstantExport: true },
+      ],
+    },
+  },
+  {
+    files: ["src/components/**/*.{ts,tsx}", "src/contexts/**/*.{ts,tsx}"],
+    rules: {
+      "react-refresh/only-export-components": "off",
+    },
   },
 ]);

frontend/package.json

@@ -10,19 +10,34 @@
     "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",
+    "@tanstack/react-table": "^8.21.3",
+    "@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",
-    "tailwindcss": "^3.4.17"
+    "recharts": "^3.2.0",
+    "tailwind-merge": "^3.3.1",
+    "tailwindcss": "^3.4.17",
+    "tailwindcss-animate": "^1.0.7"
   },
   "devDependencies": {
     "@eslint/js": "^9.33.0",
+    "@tanstack/router-vite-plugin": "^1.131.36",
     "@types/react": "^19.1.10",
     "@types/react-dom": "^19.1.7",
     "@vitejs/plugin-react": "^5.0.0",

frontend/src/App.tsx

@@ -1,23 +0,0 @@
-import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
-import Dashboard from "./components/Dashboard";
-
-const queryClient = new QueryClient({
-  defaultOptions: {
-    queries: {
-      refetchOnWindowFocus: false,
-      retry: 1,
-    },
-  },
-});
-
-function App() {
-  return (
-    <QueryClientProvider client={queryClient}>
-      <div className="min-h-screen bg-gray-50">
-        <Dashboard />
-      </div>
-    </QueryClientProvider>
-  );
-}
-
-export default App;

frontend/src/components/AccountsOverview.tsx

@@ -1,4 +1,5 @@
-import { useQuery } from "@tanstack/react-query";
+import { useState } from "react";
+import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query";
 import {
   CreditCard,
   TrendingUp,
@@ -6,12 +7,58 @@ import {
   Building2,
   RefreshCw,
   AlertCircle,
+  Edit2,
+  Check,
+  X,
 } from "lucide-react";
 import { apiClient } from "../lib/api";
 import { formatCurrency, formatDate } from "../lib/utils";
+import {
+  Card,
+  CardContent,
+  CardDescription,
+  CardHeader,
+  CardTitle,
+} from "./ui/card";
+import { Button } from "./ui/button";
+import { Alert, AlertDescription, AlertTitle } from "./ui/alert";
 import LoadingSpinner from "./LoadingSpinner";
 import type { Account, Balance } from "../types/api";
 
+// Helper function to get status indicator color and styles
+const getStatusIndicator = (status: string) => {
+  const statusLower = status.toLowerCase();
+
+  switch (statusLower) {
+    case "ready":
+      return {
+        color: "bg-green-500",
+        tooltip: "Ready",
+      };
+    case "pending":
+      return {
+        color: "bg-yellow-500",
+        tooltip: "Pending",
+      };
+    case "error":
+    case "failed":
+      return {
+        color: "bg-red-500",
+        tooltip: "Error",
+      };
+    case "inactive":
+      return {
+        color: "bg-gray-500",
+        tooltip: "Inactive",
+      };
+    default:
+      return {
+        color: "bg-blue-500",
+        tooltip: status,
+      };
+  }
+};
+
 export default function AccountsOverview() {
   const {
     data: accounts,
@@ -28,37 +75,68 @@ export default function AccountsOverview() {
     queryFn: () => apiClient.getBalances(),
   });
 
+  const [editingAccountId, setEditingAccountId] = useState<string | null>(null);
+  const [editingName, setEditingName] = useState("");
+
+  const queryClient = useQueryClient();
+
+  const updateAccountMutation = useMutation({
+    mutationFn: ({ id, display_name }: { id: string; display_name: string }) =>
+      apiClient.updateAccount(id, { display_name }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ["accounts"] });
+      setEditingAccountId(null);
+      setEditingName("");
+    },
+    onError: (error) => {
+      console.error("Failed to update account:", error);
+    },
+  });
+
+  const handleEditStart = (account: Account) => {
+    setEditingAccountId(account.id);
+    // Use display_name if available, otherwise fall back to name
+    setEditingName(account.display_name || account.name || "");
+  };
+
+  const handleEditSave = () => {
+    if (editingAccountId && editingName.trim()) {
+      updateAccountMutation.mutate({
+        id: editingAccountId,
+        display_name: editingName.trim(),
+      });
+    }
+  };
+
+  const handleEditCancel = () => {
+    setEditingAccountId(null);
+    setEditingName("");
+  };
+
   if (accountsLoading) {
     return (
-      <div className="bg-white rounded-lg shadow">
+      <Card>
         <LoadingSpinner message="Loading accounts..." />
-      </div>
+      </Card>
     );
   }
 
   if (accountsError) {
     return (
-      <div className="bg-white rounded-lg shadow p-6">
+      <Alert variant="destructive">
-        <div className="flex items-center justify-center text-center">
+        <AlertCircle className="h-4 w-4" />
-          <div>
+        <AlertTitle>Failed to load accounts</AlertTitle>
-            <AlertCircle className="h-12 w-12 text-red-400 mx-auto mb-4" />
+        <AlertDescription className="space-y-3">
-            <h3 className="text-lg font-medium text-gray-900 mb-2">
+          <p>
-              Failed to load accounts
+            Unable to connect to the Leggen API. Please check your configuration
-            </h3>
+            and ensure the API server is running.
-            <p className="text-gray-600 mb-4">
+          </p>
-              Unable to connect to the Leggen API. Please check your
+          <Button onClick={() => refetchAccounts()} variant="outline" size="sm">
-              configuration and ensure the API server is running.
+            <RefreshCw className="h-4 w-4 mr-2" />
-            </p>
+            Retry
-            <button
+          </Button>
-              onClick={() => refetchAccounts()}
+        </AlertDescription>
-              className="inline-flex items-center px-4 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700 transition-colors"
+      </Alert>
-            >
-              <RefreshCw className="h-4 w-4 mr-2" />
-              Retry
-            </button>
-          </div>
-        </div>
-      </div>
     );
   }
 
@@ -76,139 +154,229 @@ export default function AccountsOverview() {
     <div className="space-y-6">
       {/* Summary Cards */}
       <div className="grid grid-cols-1 md:grid-cols-3 gap-6">
-        <div className="bg-white rounded-lg shadow p-6">
+        <Card>
-          <div className="flex items-center justify-between">
+          <CardContent className="p-6">
-            <div>
+            <div className="flex items-center justify-between">
-              <p className="text-sm font-medium text-gray-600">Total Balance</p>
+              <div>
-              <p className="text-2xl font-bold text-gray-900">
+                <p className="text-sm font-medium text-muted-foreground">
-                {formatCurrency(totalBalance)}
+                  Total Balance
-              </p>
+                </p>
+                <p className="text-2xl font-bold text-foreground">
+                  {formatCurrency(totalBalance)}
+                </p>
+              </div>
+              <div className="p-3 bg-green-100 dark:bg-green-900/20 rounded-full">
+                <TrendingUp className="h-6 w-6 text-green-600" />
+              </div>
             </div>
-            <div className="p-3 bg-green-100 rounded-full">
+          </CardContent>
-              <TrendingUp className="h-6 w-6 text-green-600" />
+        </Card>
-            </div>
-          </div>
-        </div>
 
-        <div className="bg-white rounded-lg shadow p-6">
+        <Card>
-          <div className="flex items-center justify-between">
+          <CardContent className="p-6">
-            <div>
+            <div className="flex items-center justify-between">
-              <p className="text-sm font-medium text-gray-600">
+              <div>
-                Total Accounts
+                <p className="text-sm font-medium text-muted-foreground">
-              </p>
+                  Total Accounts
-              <p className="text-2xl font-bold text-gray-900">
+                </p>
-                {totalAccounts}
+                <p className="text-2xl font-bold text-foreground">
-              </p>
+                  {totalAccounts}
+                </p>
+              </div>
+              <div className="p-3 bg-blue-100 dark:bg-blue-900/20 rounded-full">
+                <CreditCard className="h-6 w-6 text-blue-600" />
+              </div>
             </div>
-            <div className="p-3 bg-blue-100 rounded-full">
+          </CardContent>
-              <CreditCard className="h-6 w-6 text-blue-600" />
+        </Card>
-            </div>
-          </div>
-        </div>
 
-        <div className="bg-white rounded-lg shadow p-6">
+        <Card>
-          <div className="flex items-center justify-between">
+          <CardContent className="p-6">
-            <div>
+            <div className="flex items-center justify-between">
-              <p className="text-sm font-medium text-gray-600">
+              <div>
-                Connected Banks
+                <p className="text-sm font-medium text-muted-foreground">
-              </p>
+                  Connected Banks
-              <p className="text-2xl font-bold text-gray-900">{uniqueBanks}</p>
+                </p>
+                <p className="text-2xl font-bold text-foreground">
+                  {uniqueBanks}
+                </p>
+              </div>
+              <div className="p-3 bg-purple-100 dark:bg-purple-900/20 rounded-full">
+                <Building2 className="h-6 w-6 text-purple-600" />
+              </div>
             </div>
-            <div className="p-3 bg-purple-100 rounded-full">
+          </CardContent>
-              <Building2 className="h-6 w-6 text-purple-600" />
+        </Card>
-            </div>
-          </div>
-        </div>
       </div>
 
       {/* Accounts List */}
-      <div className="bg-white rounded-lg shadow">
+      <Card>
-        <div className="px-6 py-4 border-b border-gray-200">
+        <CardHeader>
-          <h3 className="text-lg font-medium text-gray-900">Bank Accounts</h3>
+          <CardTitle>Bank Accounts</CardTitle>
-          <p className="text-sm text-gray-600">
+          <CardDescription>Manage your connected bank accounts</CardDescription>
-            Manage your connected bank accounts
+        </CardHeader>
-          </p>
-        </div>
 
         {!accounts || accounts.length === 0 ? (
-          <div className="p-6 text-center">
+          <CardContent className="p-6 text-center">
-            <CreditCard className="h-12 w-12 text-gray-400 mx-auto mb-4" />
+            <CreditCard className="h-12 w-12 text-muted-foreground mx-auto mb-4" />
-            <h3 className="text-lg font-medium text-gray-900 mb-2">
+            <h3 className="text-lg font-medium text-foreground mb-2">
               No accounts found
             </h3>
-            <p className="text-gray-600">
+            <p className="text-muted-foreground">
               Connect your first bank account to get started with Leggen.
             </p>
-          </div>
+          </CardContent>
         ) : (
-          <div className="divide-y divide-gray-200">
+          <CardContent className="p-0">
-            {accounts.map((account) => {
+            <div className="divide-y divide-border">
-              // Get balance from account's balances array or fallback to balances query
+              {accounts.map((account) => {
-              const accountBalance = account.balances?.[0];
+                // Get balance from account's balances array or fallback to balances query
-              const fallbackBalance = balances?.find(
+                const accountBalance = account.balances?.[0];
-                (b) => b.account_id === account.id,
+                const fallbackBalance = balances?.find(
-              );
+                  (b) => b.account_id === account.id,
-              const balance =
+                );
-                accountBalance?.amount || fallbackBalance?.balance_amount || 0;
+                const balance =
-              const currency =
+                  accountBalance?.amount ||
-                accountBalance?.currency ||
+                  fallbackBalance?.balance_amount ||
-                fallbackBalance?.currency ||
+                  0;
-                account.currency ||
+                const currency =
-                "EUR";
+                  accountBalance?.currency ||
-              const isPositive = balance >= 0;
+                  fallbackBalance?.currency ||
+                  account.currency ||
+                  "EUR";
+                const isPositive = balance >= 0;
 
-              return (
+                return (
-                <div
+                  <div
-                  key={account.id}
+                    key={account.id}
-                  className="p-6 hover:bg-gray-50 transition-colors"
+                    className="p-4 sm:p-6 hover:bg-accent transition-colors"
-                >
+                  >
-                  <div className="flex items-center justify-between">
+                    {/* Mobile layout - stack vertically */}
-                    <div className="flex items-center space-x-4">
+                    <div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3 sm:gap-4">
-                      <div className="p-3 bg-gray-100 rounded-full">
+                      <div className="flex items-start sm:items-center space-x-3 sm:space-x-4 min-w-0 flex-1">
-                        <Building2 className="h-6 w-6 text-gray-600" />
+                        <div className="flex-shrink-0 p-2 sm:p-3 bg-muted rounded-full">
+                          <Building2 className="h-5 w-5 sm:h-6 sm:w-6 text-muted-foreground" />
+                        </div>
+                        <div className="flex-1 min-w-0">
+                          {editingAccountId === account.id ? (
+                            <div className="space-y-2">
+                              <div className="flex items-center space-x-2">
+                                <input
+                                  type="text"
+                                  value={editingName}
+                                  onChange={(e) =>
+                                    setEditingName(e.target.value)
+                                  }
+                                  className="flex-1 px-3 py-1 text-base sm:text-lg font-medium border border-input rounded-md bg-background focus:outline-none focus:ring-2 focus:ring-ring focus:border-ring"
+                                  placeholder="Custom account name"
+                                  name="search"
+                                  autoComplete="off"
+                                  onKeyDown={(e) => {
+                                    if (e.key === "Enter") handleEditSave();
+                                    if (e.key === "Escape") handleEditCancel();
+                                  }}
+                                  autoFocus
+                                />
+                                <button
+                                  onClick={handleEditSave}
+                                  disabled={
+                                    !editingName.trim() ||
+                                    updateAccountMutation.isPending
+                                  }
+                                  className="p-1 text-green-600 hover:text-green-700 disabled:opacity-50 disabled:cursor-not-allowed"
+                                  title="Save changes"
+                                >
+                                  <Check className="h-4 w-4" />
+                                </button>
+                                <button
+                                  onClick={handleEditCancel}
+                                  className="p-1 text-gray-600 hover:text-gray-700"
+                                  title="Cancel editing"
+                                >
+                                  <X className="h-4 w-4" />
+                                </button>
+                              </div>
+                              <p className="text-sm text-muted-foreground truncate">
+                                {account.institution_id}
+                              </p>
+                            </div>
+                          ) : (
+                            <div>
+                              <div className="flex items-center space-x-2 min-w-0">
+                                <h4 className="text-base sm:text-lg font-medium text-foreground truncate">
+                                  {account.display_name || account.name || "Unnamed Account"}
+                                </h4>
+                                <button
+                                  onClick={() => handleEditStart(account)}
+                                  className="flex-shrink-0 p-1 text-muted-foreground hover:text-foreground transition-colors"
+                                  title="Edit account name"
+                                >
+                                  <Edit2 className="h-4 w-4" />
+                                </button>
+                              </div>
+                              <p className="text-sm text-muted-foreground truncate">
+                                {account.institution_id}
+                              </p>
+                              {account.iban && (
+                                <p className="text-xs text-muted-foreground mt-1 font-mono break-all sm:break-normal">
+                                  IBAN: {account.iban}
+                                </p>
+                              )}
+                            </div>
+                          )}
+                        </div>
                       </div>
-                      <div>
+
-                        <h4 className="text-lg font-medium text-gray-900">
+                      {/* Balance and date section */}
-                          {account.name || "Unnamed Account"}
+                      <div className="flex items-center justify-between sm:flex-col sm:items-end sm:text-right flex-shrink-0">
-                        </h4>
+                        {/* Mobile: date/status on left, balance on right */}
-                        <p className="text-sm text-gray-600">
+                        {/* Desktop: balance on top, date/status on bottom */}
-                          {account.institution_id} • {account.status}
+
-                        </p>
+                        {/* Date and status indicator - left on mobile, bottom on desktop */}
-                        {account.iban && (
+                        <div className="flex items-center space-x-2 order-1 sm:order-2">
-                          <p className="text-xs text-gray-500 mt-1">
+                          <div
-                            IBAN: {account.iban}
+                            className={`w-3 h-3 rounded-full ${getStatusIndicator(account.status).color} relative group cursor-help`}
+                            role="img"
+                            aria-label={`Account status: ${getStatusIndicator(account.status).tooltip}`}
+                          >
+                            {/* Tooltip */}
+                            <div className="absolute bottom-full left-1/2 transform -translate-x-1/2 mb-2 hidden group-hover:block bg-gray-900 text-white text-xs rounded py-1 px-2 whitespace-nowrap z-10">
+                              {getStatusIndicator(account.status).tooltip}
+                              <div className="absolute top-full left-1/2 transform -translate-x-1/2 border-2 border-transparent border-t-gray-900"></div>
+                            </div>
+                          </div>
+                          <p className="text-xs sm:text-sm text-muted-foreground whitespace-nowrap">
+                            Updated{" "}
+                            {formatDate(
+                              account.last_accessed || account.created,
+                            )}
                           </p>
-                        )}
+                        </div>
-                      </div>
-                    </div>
 
-                    <div className="text-right">
+                        {/* Balance - right on mobile, top on desktop */}
-                      <div className="flex items-center space-x-2">
+                        <div className="flex items-center space-x-2 order-2 sm:order-1">
-                        {isPositive ? (
+                          {isPositive ? (
-                          <TrendingUp className="h-4 w-4 text-green-500" />
+                            <TrendingUp className="h-4 w-4 text-green-500" />
-                        ) : (
+                          ) : (
-                          <TrendingDown className="h-4 w-4 text-red-500" />
+                            <TrendingDown className="h-4 w-4 text-red-500" />
-                        )}
+                          )}
-                        <p
+                          <p
-                          className={`text-lg font-semibold ${
+                            className={`text-base sm:text-lg font-semibold ${
-                            isPositive ? "text-green-600" : "text-red-600"
+                              isPositive ? "text-green-600" : "text-red-600"
-                          }`}
+                            }`}
-                        >
+                          >
-                          {formatCurrency(balance, currency)}
+                            {formatCurrency(balance, currency)}
-                        </p>
+                          </p>
+                        </div>
                       </div>
-                      <p className="text-sm text-gray-500">
-                        Updated{" "}
-                        {formatDate(account.last_accessed || account.created)}
-                      </p>
                     </div>
                   </div>
-                </div>
+                );
-              );
+              })}
-            })}
+            </div>
-          </div>
+          </CardContent>
         )}
-      </div>
+      </Card>
     </div>
   );
 }

frontend/src/components/Dashboard.tsx

@@ -1,197 +0,0 @@
-import { useState } from "react";
-import { useQuery } from "@tanstack/react-query";
-import {
-  CreditCard,
-  TrendingUp,
-  Activity,
-  Menu,
-  X,
-  Home,
-  List,
-  BarChart3,
-  Wifi,
-  WifiOff,
-  Bell,
-} from "lucide-react";
-import { apiClient } from "../lib/api";
-import AccountsOverview from "./AccountsOverview";
-import TransactionsList from "./TransactionsList";
-import Notifications from "./Notifications";
-import ErrorBoundary from "./ErrorBoundary";
-import { cn } from "../lib/utils";
-import type { Account } from "../types/api";
-
-type TabType = "overview" | "transactions" | "analytics" | "notifications";
-
-export default function Dashboard() {
-  const [activeTab, setActiveTab] = useState<TabType>("overview");
-  const [sidebarOpen, setSidebarOpen] = useState(false);
-
-  const { data: accounts } = useQuery<Account[]>({
-    queryKey: ["accounts"],
-    queryFn: apiClient.getAccounts,
-  });
-
-  const {
-    data: healthStatus,
-    isLoading: healthLoading,
-    isError: healthError,
-  } = useQuery({
-    queryKey: ["health"],
-    queryFn: async () => {
-      return await apiClient.getHealth();
-    },
-    refetchInterval: 30000, // Check every 30 seconds
-    retry: 3,
-  });
-
-  const navigation = [
-    { name: "Overview", icon: Home, id: "overview" as TabType },
-    { name: "Transactions", icon: List, id: "transactions" as TabType },
-    { name: "Analytics", icon: BarChart3, id: "analytics" as TabType },
-    { name: "Notifications", icon: Bell, id: "notifications" as TabType },
-  ];
-
-  const totalBalance =
-    accounts?.reduce((sum, account) => {
-      // Get the first available balance from the balances array
-      const primaryBalance = account.balances?.[0]?.amount || 0;
-      return sum + primaryBalance;
-    }, 0) || 0;
-
-  return (
-    <div className="flex h-screen bg-gray-100">
-      {/* Sidebar */}
-      <div
-        className={cn(
-          "fixed inset-y-0 left-0 z-50 w-64 bg-white shadow-lg transform transition-transform duration-300 ease-in-out lg:translate-x-0 lg:static lg:inset-0",
-          sidebarOpen ? "translate-x-0" : "-translate-x-full",
-        )}
-      >
-        <div className="flex items-center justify-between h-16 px-6 border-b border-gray-200">
-          <div className="flex items-center space-x-2">
-            <CreditCard className="h-8 w-8 text-blue-600" />
-            <h1 className="text-xl font-bold text-gray-900">Leggen</h1>
-          </div>
-          <button
-            onClick={() => setSidebarOpen(false)}
-            className="lg:hidden p-1 rounded-md text-gray-400 hover:text-gray-500"
-          >
-            <X className="h-6 w-6" />
-          </button>
-        </div>
-
-        <nav className="px-6 py-4">
-          <div className="space-y-1">
-            {navigation.map((item) => (
-              <button
-                key={item.id}
-                onClick={() => {
-                  setActiveTab(item.id);
-                  setSidebarOpen(false);
-                }}
-                className={cn(
-                  "flex items-center w-full px-3 py-2 text-sm font-medium rounded-md transition-colors",
-                  activeTab === item.id
-                    ? "bg-blue-100 text-blue-700"
-                    : "text-gray-700 hover:text-gray-900 hover:bg-gray-100",
-                )}
-              >
-                <item.icon className="mr-3 h-5 w-5" />
-                {item.name}
-              </button>
-            ))}
-          </div>
-        </nav>
-
-        {/* Account Summary in Sidebar */}
-        <div className="px-6 py-4 border-t border-gray-200 mt-auto">
-          <div className="bg-gray-50 rounded-lg p-4">
-            <div className="flex items-center justify-between">
-              <span className="text-sm font-medium text-gray-600">
-                Total Balance
-              </span>
-              <TrendingUp className="h-4 w-4 text-green-500" />
-            </div>
-            <p className="text-2xl font-bold text-gray-900 mt-1">
-              {new Intl.NumberFormat("en-US", {
-                style: "currency",
-                currency: "EUR",
-              }).format(totalBalance)}
-            </p>
-            <p className="text-sm text-gray-500 mt-1">
-              {accounts?.length || 0} accounts
-            </p>
-          </div>
-        </div>
-      </div>
-
-      {/* Overlay for mobile */}
-      {sidebarOpen && (
-        <div
-          className="fixed inset-0 z-40 bg-gray-600 bg-opacity-75 lg:hidden"
-          onClick={() => setSidebarOpen(false)}
-        />
-      )}
-
-      {/* Main content */}
-      <div className="flex flex-col flex-1 overflow-hidden">
-        {/* Header */}
-        <header className="bg-white shadow-sm border-b border-gray-200">
-          <div className="flex items-center justify-between h-16 px-6">
-            <div className="flex items-center">
-              <button
-                onClick={() => setSidebarOpen(true)}
-                className="lg:hidden p-1 rounded-md text-gray-400 hover:text-gray-500"
-              >
-                <Menu className="h-6 w-6" />
-              </button>
-              <h2 className="text-lg font-semibold text-gray-900 lg:ml-0 ml-4">
-                {navigation.find((item) => item.id === activeTab)?.name}
-              </h2>
-            </div>
-            <div className="flex items-center space-x-2">
-              <div className="flex items-center space-x-1">
-                {healthLoading ? (
-                  <>
-                    <Activity className="h-4 w-4 text-yellow-500 animate-pulse" />
-                    <span className="text-sm text-gray-600">Checking...</span>
-                  </>
-                ) : healthError || healthStatus?.status !== "healthy" ? (
-                  <>
-                    <WifiOff className="h-4 w-4 text-red-500" />
-                    <span className="text-sm text-red-500">Disconnected</span>
-                  </>
-                ) : (
-                  <>
-                    <Wifi className="h-4 w-4 text-green-500" />
-                    <span className="text-sm text-gray-600">Connected</span>
-                  </>
-                )}
-              </div>
-            </div>
-          </div>
-        </header>
-
-        {/* Main content area */}
-        <main className="flex-1 overflow-y-auto p-6">
-          <ErrorBoundary>
-            {activeTab === "overview" && <AccountsOverview />}
-            {activeTab === "transactions" && <TransactionsList />}
-            {activeTab === "analytics" && (
-              <div className="bg-white rounded-lg shadow p-6">
-                <h3 className="text-lg font-medium text-gray-900 mb-4">
-                  Analytics
-                </h3>
-                <p className="text-gray-600">
-                  Analytics dashboard coming soon...
-                </p>
-              </div>
-            )}
-            {activeTab === "notifications" && <Notifications />}
-          </ErrorBoundary>
-        </main>
-      </div>
-    </div>
-  );
-}

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/Header.tsx

@@ -0,0 +1,74 @@
+import { useLocation } from "@tanstack/react-router";
+import { Menu, Activity, Wifi, WifiOff } from "lucide-react";
+import { useQuery } from "@tanstack/react-query";
+import { apiClient } from "../lib/api";
+import { ThemeToggle } from "./ui/theme-toggle";
+
+const navigation = [
+  { name: "Overview", to: "/" },
+  { name: "Transactions", to: "/transactions" },
+  { name: "Analytics", to: "/analytics" },
+  { name: "Notifications", to: "/notifications" },
+];
+
+interface HeaderProps {
+  setSidebarOpen: (open: boolean) => void;
+}
+
+export default function Header({ setSidebarOpen }: HeaderProps) {
+  const location = useLocation();
+  const currentPage =
+    navigation.find((item) => item.to === location.pathname)?.name ||
+    "Dashboard";
+
+  const {
+    data: healthStatus,
+    isLoading: healthLoading,
+    isError: healthError,
+  } = useQuery({
+    queryKey: ["health"],
+    queryFn: apiClient.getHealth,
+    refetchInterval: 30000,
+  });
+
+  return (
+    <header className="bg-card shadow-sm border-b border-border">
+      <div className="flex items-center justify-between h-16 px-6">
+        <div className="flex items-center">
+          <button
+            onClick={() => setSidebarOpen(true)}
+            className="lg:hidden p-1 rounded-md text-muted-foreground hover:text-foreground"
+          >
+            <Menu className="h-6 w-6" />
+          </button>
+          <h2 className="text-lg font-semibold text-card-foreground lg:ml-0 ml-4">
+            {currentPage}
+          </h2>
+        </div>
+        <div className="flex items-center space-x-3">
+          <div className="flex items-center space-x-1">
+            {healthLoading ? (
+              <>
+                <Activity className="h-4 w-4 text-yellow-500 animate-pulse" />
+                <span className="text-sm text-muted-foreground">
+                  Checking...
+                </span>
+              </>
+            ) : healthError || healthStatus?.status !== "healthy" ? (
+              <>
+                <WifiOff className="h-4 w-4 text-red-500" />
+                <span className="text-sm text-red-500">Disconnected</span>
+              </>
+            ) : (
+              <>
+                <Wifi className="h-4 w-4 text-green-500" />
+                <span className="text-sm text-muted-foreground">Connected</span>
+              </>
+            )}
+          </div>
+          <ThemeToggle />
+        </div>
+      </div>
+    </header>
+  );
+}

frontend/src/components/Notifications.tsx

@@ -13,6 +13,24 @@ import {
 } from "lucide-react";
 import { apiClient } from "../lib/api";
 import LoadingSpinner from "./LoadingSpinner";
+import {
+  Card,
+  CardContent,
+  CardDescription,
+  CardHeader,
+  CardTitle,
+} from "./ui/card";
+import { Alert, AlertDescription, AlertTitle } from "./ui/alert";
+import { Button } from "./ui/button";
+import { Input } from "./ui/input";
+import { Label } from "./ui/label";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "./ui/select";
 import type { NotificationSettings, NotificationService } from "../types/api";
 
 export default function Notifications() {
@@ -63,38 +81,35 @@ export default function Notifications() {
 
   if (settingsLoading || servicesLoading) {
     return (
-      <div className="bg-white rounded-lg shadow">
+      <Card>
         <LoadingSpinner message="Loading notifications..." />
-      </div>
+      </Card>
     );
   }
 
   if (settingsError || servicesError) {
     return (
-      <div className="bg-white rounded-lg shadow p-6">
+      <Alert variant="destructive">
-        <div className="flex items-center justify-center text-center">
+        <AlertCircle className="h-4 w-4" />
-          <div>
+        <AlertTitle>Failed to load notifications</AlertTitle>
-            <AlertCircle className="h-12 w-12 text-red-400 mx-auto mb-4" />
+        <AlertDescription className="space-y-3">
-            <h3 className="text-lg font-medium text-gray-900 mb-2">
+          <p>
-              Failed to load notifications
+            Unable to connect to the Leggen API. Please check your configuration
-            </h3>
+            and ensure the API server is running.
-            <p className="text-gray-600 mb-4">
+          </p>
-              Unable to connect to the Leggen API. Please check your
+          <Button
-              configuration and ensure the API server is running.
+            onClick={() => {
-            </p>
+              refetchSettings();
-            <button
+              refetchServices();
-              onClick={() => {
+            }}
-                refetchSettings();
+            variant="outline"
-                refetchServices();
+            size="sm"
-              }}
+          >
-              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
-              <RefreshCw className="h-4 w-4 mr-2" />
+          </Button>
-              Retry
+        </AlertDescription>
-            </button>
+      </Alert>
-          </div>
-        </div>
-      </div>
     );
   }
 
@@ -102,7 +117,7 @@ export default function Notifications() {
     if (!testService) return;
 
     testMutation.mutate({
-      service: testService,
+      service: testService.toLowerCase(),
       message: testMessage,
     });
   };
@@ -113,208 +128,209 @@ export default function Notifications() {
         `Are you sure you want to delete the ${serviceName} notification service?`,
       )
     ) {
-      deleteServiceMutation.mutate(serviceName);
+      deleteServiceMutation.mutate(serviceName.toLowerCase());
     }
   };
 
   return (
     <div className="space-y-6">
       {/* Test Notification Section */}
-      <div className="bg-white rounded-lg shadow p-6">
+      <Card>
-        <div className="flex items-center space-x-2 mb-4">
+        <CardHeader>
-          <TestTube className="h-5 w-5 text-blue-600" />
+          <CardTitle className="flex items-center space-x-2">
-          <h3 className="text-lg font-medium text-gray-900">
+            <TestTube className="h-5 w-5 text-primary" />
-            Test Notifications
+            <span>Test Notifications</span>
-          </h3>
+          </CardTitle>
-        </div>
+        </CardHeader>
+        <CardContent>
+          <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+            <div>
+              <Label htmlFor="service" className="text-foreground">
+                Service
+              </Label>
+              <Select value={testService} onValueChange={setTestService}>
+                <SelectTrigger>
+                  <SelectValue placeholder="Select a service..." />
+                </SelectTrigger>
+                <SelectContent>
+                  {services?.map((service) => (
+                    <SelectItem key={service.name} value={service.name}>
+                      {service.name}{" "}
+                      {service.enabled ? "(Enabled)" : "(Disabled)"}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+            </div>
 
-        <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+            <div>
-          <div>
+              <Label htmlFor="message" className="text-foreground">
-            <label className="block text-sm font-medium text-gray-700 mb-2">
+                Message
-              Service
+              </Label>
-            </label>
+              <Input
-            <select
+                id="message"
-              value={testService}
+                type="text"
-              onChange={(e) => setTestService(e.target.value)}
+                value={testMessage}
-              className="w-full px-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500"
+                onChange={(e) => setTestMessage(e.target.value)}
+                placeholder="Test message..."
+              />
+            </div>
+          </div>
+
+          <div className="mt-4">
+            <Button
+              onClick={handleTestNotification}
+              disabled={!testService || testMutation.isPending}
             >
-              <option value="">Select a service...</option>
+              <Send className="h-4 w-4 mr-2" />
-              {services?.map((service) => (
+              {testMutation.isPending ? "Sending..." : "Send Test Notification"}
-                <option key={service.name} value={service.name}>
+            </Button>
-                  {service.name} {service.enabled ? "(Enabled)" : "(Disabled)"}
-                </option>
-              ))}
-            </select>
           </div>
-
+        </CardContent>
-          <div>
+      </Card>
-            <label className="block text-sm font-medium text-gray-700 mb-2">
-              Message
-            </label>
-            <input
-              type="text"
-              value={testMessage}
-              onChange={(e) => setTestMessage(e.target.value)}
-              className="w-full px-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500"
-              placeholder="Test message..."
-            />
-          </div>
-        </div>
-
-        <div className="mt-4">
-          <button
-            onClick={handleTestNotification}
-            disabled={!testService || testMutation.isPending}
-            className="inline-flex items-center px-4 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors"
-          >
-            <Send className="h-4 w-4 mr-2" />
-            {testMutation.isPending ? "Sending..." : "Send Test Notification"}
-          </button>
-        </div>
-      </div>
 
       {/* Notification Services */}
-      <div className="bg-white rounded-lg shadow">
+      <Card>
-        <div className="px-6 py-4 border-b border-gray-200">
+        <CardHeader>
-          <div className="flex items-center space-x-2">
+          <CardTitle className="flex items-center space-x-2">
-            <Bell className="h-5 w-5 text-blue-600" />
+            <Bell className="h-5 w-5 text-primary" />
-            <h3 className="text-lg font-medium text-gray-900">
+            <span>Notification Services</span>
-              Notification Services
+          </CardTitle>
-            </h3>
+          <CardDescription>Manage your notification services</CardDescription>
-          </div>
+        </CardHeader>
-          <p className="text-sm text-gray-600 mt-1">
-            Manage your notification services
-          </p>
-        </div>
 
         {!services || services.length === 0 ? (
-          <div className="p-6 text-center">
+          <CardContent className="text-center">
-            <Bell className="h-12 w-12 text-gray-400 mx-auto mb-4" />
+            <Bell className="h-12 w-12 text-muted-foreground mx-auto mb-4" />
-            <h3 className="text-lg font-medium text-gray-900 mb-2">
+            <h3 className="text-lg font-medium text-foreground mb-2">
               No notification services configured
             </h3>
-            <p className="text-gray-600">
+            <p className="text-muted-foreground">
               Configure notification services in your backend to receive alerts.
             </p>
-          </div>
+          </CardContent>
         ) : (
-          <div className="divide-y divide-gray-200">
+          <CardContent className="p-0">
-            {services.map((service) => (
+            <div className="divide-y divide-border">
-              <div
+              {services.map((service) => (
-                key={service.name}
+                <div
-                className="p-6 hover:bg-gray-50 transition-colors"
+                  key={service.name}
-              >
+                  className="p-6 hover:bg-accent transition-colors"
-                <div className="flex items-center justify-between">
+                >
-                  <div className="flex items-center space-x-4">
+                  <div className="flex items-center justify-between">
-                    <div className="p-3 bg-gray-100 rounded-full">
+                    <div className="flex items-center space-x-4">
-                      {service.name.toLowerCase().includes("discord") ? (
+                      <div className="p-3 bg-muted rounded-full">
-                        <MessageSquare className="h-6 w-6 text-gray-600" />
+                        {service.name.toLowerCase().includes("discord") ? (
-                      ) : service.name.toLowerCase().includes("telegram") ? (
+                          <MessageSquare className="h-6 w-6 text-muted-foreground" />
-                        <Send className="h-6 w-6 text-gray-600" />
+                        ) : service.name.toLowerCase().includes("telegram") ? (
-                      ) : (
+                          <Send className="h-6 w-6 text-muted-foreground" />
-                        <Bell className="h-6 w-6 text-gray-600" />
+                        ) : (
-                      )}
+                          <Bell className="h-6 w-6 text-muted-foreground" />
-                    </div>
+                        )}
-                    <div>
+                      </div>
-                      <h4 className="text-lg font-medium text-gray-900 capitalize">
+                      <div>
-                        {service.name}
+                        <h4 className="text-lg font-medium text-foreground capitalize">
-                      </h4>
+                          {service.name}
-                      <div className="flex items-center space-x-2 mt-1">
+                        </h4>
-                        <span
+                        <div className="flex items-center space-x-2 mt-1">
-                          className={`inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium ${
+                          <span
-                            service.enabled
+                            className={`inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium ${
-                              ? "bg-green-100 text-green-800"
+                              service.enabled
-                              : "bg-red-100 text-red-800"
+                                ? "bg-green-100 text-green-800"
-                          }`}
+                                : "bg-red-100 text-red-800"
-                        >
+                            }`}
-                          {service.enabled ? (
+                          >
-                            <CheckCircle className="h-3 w-3 mr-1" />
+                            {service.enabled ? (
-                          ) : (
+                              <CheckCircle className="h-3 w-3 mr-1" />
-                            <AlertCircle className="h-3 w-3 mr-1" />
+                            ) : (
-                          )}
+                              <AlertCircle className="h-3 w-3 mr-1" />
-                          {service.enabled ? "Enabled" : "Disabled"}
+                            )}
-                        </span>
+                            {service.enabled ? "Enabled" : "Disabled"}
-                        <span
+                          </span>
-                          className={`inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium ${
+                          <span
-                            service.configured
+                            className={`inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium ${
-                              ? "bg-blue-100 text-blue-800"
+                              service.configured
-                              : "bg-yellow-100 text-yellow-800"
+                                ? "bg-blue-100 text-blue-800"
-                          }`}
+                                : "bg-yellow-100 text-yellow-800"
-                        >
+                            }`}
-                          {service.configured ? "Configured" : "Not Configured"}
+                          >
-                        </span>
+                            {service.configured
+                              ? "Configured"
+                              : "Not Configured"}
+                          </span>
+                        </div>
                       </div>
                     </div>
-                  </div>
 
-                  <div className="flex items-center space-x-2">
+                    <Button
-                    <button
                       onClick={() => handleDeleteService(service.name)}
                       disabled={deleteServiceMutation.isPending}
-                      className="p-2 text-red-600 hover:text-red-800 hover:bg-red-50 rounded-md transition-colors"
+                      variant="ghost"
-                      title={`Delete ${service.name} service`}
+                      size="sm"
+                      className="text-destructive hover:text-destructive hover:bg-destructive/10"
                     >
                       <Trash2 className="h-4 w-4" />
-                    </button>
+                    </Button>
                   </div>
                 </div>
-              </div>
+              ))}
-            ))}
+            </div>
-          </div>
+          </CardContent>
         )}
-      </div>
+      </Card>
 
       {/* Notification Settings */}
-      <div className="bg-white rounded-lg shadow p-6">
+      <Card>
-        <div className="flex items-center space-x-2 mb-4">
+        <CardHeader>
-          <Settings className="h-5 w-5 text-blue-600" />
+          <CardTitle className="flex items-center space-x-2">
-          <h3 className="text-lg font-medium text-gray-900">
+            <Settings className="h-5 w-5 text-primary" />
-            Notification Settings
+            <span>Notification Settings</span>
-          </h3>
+          </CardTitle>
-        </div>
+        </CardHeader>
-
+        <CardContent>
-        {settings && (
+          {settings && (
-          <div className="space-y-4">
+            <div className="space-y-4">
-            <div>
+              <div>
-              <h4 className="text-sm font-medium text-gray-700 mb-2">
+                <h4 className="text-sm font-medium text-foreground mb-2">
-                Filters
+                  Filters
-              </h4>
+                </h4>
-              <div className="bg-gray-50 rounded-md p-4">
+                <div className="bg-muted rounded-md p-4">
-                <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
+                  <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
-                  <div>
+                    <div>
-                    <label className="block text-xs font-medium text-gray-600 mb-1">
+                      <Label className="text-xs font-medium text-muted-foreground mb-1 block">
-                      Case Insensitive Filters
+                        Case Insensitive Filters
-                    </label>
+                      </Label>
-                    <p className="text-sm text-gray-900">
+                      <p className="text-sm text-foreground">
-                      {settings.filters.case_insensitive.length > 0
+                        {settings.filters.case_insensitive.length > 0
-                        ? settings.filters.case_insensitive.join(", ")
+                          ? settings.filters.case_insensitive.join(", ")
-                        : "None"}
+                          : "None"}
-                    </p>
+                      </p>
-                  </div>
+                    </div>
-                  <div>
+                    <div>
-                    <label className="block text-xs font-medium text-gray-600 mb-1">
+                      <Label className="text-xs font-medium text-muted-foreground mb-1 block">
-                      Case Sensitive Filters
+                        Case Sensitive Filters
-                    </label>
+                      </Label>
-                    <p className="text-sm text-gray-900">
+                      <p className="text-sm text-foreground">
-                      {settings.filters.case_sensitive &&
+                        {settings.filters.case_sensitive &&
-                      settings.filters.case_sensitive.length > 0
+                        settings.filters.case_sensitive.length > 0
-                        ? settings.filters.case_sensitive.join(", ")
+                          ? settings.filters.case_sensitive.join(", ")
-                        : "None"}
+                          : "None"}
-                    </p>
+                      </p>
+                    </div>
                   </div>
                 </div>
               </div>
-            </div>
 
-            <div className="text-sm text-gray-600">
+              <div className="text-sm text-muted-foreground">
-              <p>
+                <p>
-                Configure notification settings through your backend API to
+                  Configure notification settings through your backend API to
-                customize filters and service configurations.
+                  customize filters and service configurations.
-              </p>
+                </p>
+              </div>
             </div>
-          </div>
+          )}
-        )}
+        </CardContent>
-      </div>
+      </Card>
     </div>
   );
 }

frontend/src/components/RawTransactionModal.tsx

@@ -0,0 +1,119 @@
+import { X, Copy, Check } from "lucide-react";
+import { useState } from "react";
+import { Button } from "./ui/button";
+import type { RawTransactionData } from "../types/api";
+
+interface RawTransactionModalProps {
+  isOpen: boolean;
+  onClose: () => void;
+  rawTransaction: RawTransactionData | undefined;
+  transactionId: string;
+}
+
+export default function RawTransactionModal({
+  isOpen,
+  onClose,
+  rawTransaction,
+  transactionId,
+}: RawTransactionModalProps) {
+  const [copied, setCopied] = useState(false);
+
+  if (!isOpen) return null;
+
+  const handleCopy = async () => {
+    if (!rawTransaction) return;
+
+    try {
+      await navigator.clipboard.writeText(
+        JSON.stringify(rawTransaction, null, 2),
+      );
+      setCopied(true);
+      setTimeout(() => setCopied(false), 2000);
+    } catch (err) {
+      console.error("Failed to copy to clipboard:", err);
+    }
+  };
+
+  return (
+    <div className="fixed inset-0 z-50 overflow-y-auto">
+      <div className="flex items-center justify-center min-h-screen px-4 pt-4 pb-20 text-center sm:block sm:p-0">
+        {/* Background overlay */}
+        <div
+          className="fixed inset-0 bg-background/80 backdrop-blur-sm transition-opacity"
+          onClick={onClose}
+        />
+
+        {/* Modal panel */}
+        <div className="inline-block align-bottom bg-card rounded-lg text-left overflow-hidden shadow-xl transform transition-all sm:my-8 sm:align-middle sm:max-w-4xl sm:w-full border">
+          <div className="bg-card px-4 pt-5 pb-4 sm:p-6 sm:pb-4">
+            <div className="flex items-center justify-between mb-4">
+              <h3 className="text-lg font-medium text-foreground">
+                Raw Transaction Data
+              </h3>
+              <div className="flex items-center space-x-2">
+                <Button
+                  onClick={handleCopy}
+                  disabled={!rawTransaction}
+                  variant="outline"
+                  size="sm"
+                >
+                  {copied ? (
+                    <>
+                      <Check className="h-4 w-4 mr-1 text-green-600 dark:text-green-400" />
+                      Copied!
+                    </>
+                  ) : (
+                    <>
+                      <Copy className="h-4 w-4 mr-1" />
+                      Copy JSON
+                    </>
+                  )}
+                </Button>
+                <Button onClick={onClose} variant="ghost" size="sm">
+                  <X className="h-5 w-5" />
+                </Button>
+              </div>
+            </div>
+
+            <div className="mb-4">
+              <p className="text-sm text-muted-foreground">
+                Transaction ID:{" "}
+                <code className="bg-muted px-2 py-1 rounded text-xs text-foreground">
+                  {transactionId}
+                </code>
+              </p>
+            </div>
+
+            {rawTransaction ? (
+              <div className="bg-muted rounded-lg p-4 overflow-auto max-h-96">
+                <pre className="text-sm text-foreground whitespace-pre-wrap">
+                  {JSON.stringify(rawTransaction, null, 2)}
+                </pre>
+              </div>
+            ) : (
+              <div className="bg-muted rounded-lg p-8 text-center">
+                <p className="text-foreground">
+                  Raw transaction data is not available for this transaction.
+                </p>
+                <p className="text-sm text-muted-foreground mt-2">
+                  Try refreshing the page or check if the transaction was
+                  fetched with summary_only=false.
+                </p>
+              </div>
+            )}
+          </div>
+
+          <div className="bg-muted/50 px-4 py-3 sm:px-6 sm:flex sm:flex-row-reverse">
+            <Button
+              type="button"
+              onClick={onClose}
+              className="w-full sm:ml-3 sm:w-auto"
+            >
+              Close
+            </Button>
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}

frontend/src/components/Sidebar.tsx

@@ -0,0 +1,107 @@
+import { Link, useLocation } from "@tanstack/react-router";
+import {
+  CreditCard,
+  Home,
+  List,
+  BarChart3,
+  Bell,
+  TrendingUp,
+  X,
+} from "lucide-react";
+import { useQuery } from "@tanstack/react-query";
+import { apiClient } from "../lib/api";
+import { formatCurrency } from "../lib/utils";
+import { cn } from "../lib/utils";
+import type { Account } from "../types/api";
+
+const navigation = [
+  { name: "Overview", icon: Home, to: "/" },
+  { name: "Transactions", icon: List, to: "/transactions" },
+  { name: "Analytics", icon: BarChart3, to: "/analytics" },
+  { name: "Notifications", icon: Bell, to: "/notifications" },
+];
+
+interface SidebarProps {
+  sidebarOpen: boolean;
+  setSidebarOpen: (open: boolean) => void;
+}
+
+export default function Sidebar({ sidebarOpen, setSidebarOpen }: SidebarProps) {
+  const location = useLocation();
+
+  const { data: accounts } = useQuery<Account[]>({
+    queryKey: ["accounts"],
+    queryFn: apiClient.getAccounts,
+  });
+
+  const totalBalance =
+    accounts?.reduce((sum, account) => {
+      const primaryBalance = account.balances?.[0]?.amount || 0;
+      return sum + primaryBalance;
+    }, 0) || 0;
+
+  return (
+    <div
+      className={cn(
+        "fixed inset-y-0 left-0 z-50 w-64 bg-card shadow-lg transform transition-transform duration-300 ease-in-out lg:translate-x-0 lg:static lg:inset-0",
+        sidebarOpen ? "translate-x-0" : "-translate-x-full",
+      )}
+    >
+      <div className="flex items-center justify-between h-16 px-6 border-b border-border">
+        <Link
+          to="/"
+          onClick={() => setSidebarOpen(false)}
+          className="flex items-center space-x-2 hover:opacity-80 transition-opacity"
+        >
+          <CreditCard className="h-8 w-8 text-primary" />
+          <h1 className="text-xl font-bold text-card-foreground">Leggen</h1>
+        </Link>
+        <button
+          onClick={() => setSidebarOpen(false)}
+          className="lg:hidden p-1 rounded-md text-muted-foreground hover:text-foreground"
+        >
+          <X className="h-6 w-6" />
+        </button>
+      </div>
+
+      <nav className="px-6 py-4">
+        <div className="space-y-1">
+          {navigation.map((item) => (
+            <Link
+              key={item.to}
+              to={item.to}
+              onClick={() => setSidebarOpen(false)}
+              className={cn(
+                "flex items-center w-full px-3 py-2 text-sm font-medium rounded-md transition-colors",
+                location.pathname === item.to
+                  ? "bg-primary text-primary-foreground"
+                  : "text-card-foreground hover:text-card-foreground hover:bg-accent",
+              )}
+            >
+              <item.icon className="mr-3 h-5 w-5" />
+              {item.name}
+            </Link>
+          ))}
+        </div>
+      </nav>
+
+      {/* Account Summary in Sidebar */}
+      <div className="px-6 py-4 border-t border-border mt-auto">
+        <div className="bg-muted rounded-lg p-4">
+          <div className="flex items-center justify-between">
+            <span className="text-sm font-medium text-muted-foreground">
+              Total Balance
+            </span>
+            <TrendingUp className="h-4 w-4 text-green-500" />
+          </div>
+          <p className="text-2xl font-bold text-foreground mt-1">
+            {formatCurrency(totalBalance)}
+          </p>
+          <p className="text-sm text-muted-foreground mt-1">
+            {accounts?.length || 0} accounts
+          </p>
+        </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

@@ -1,339 +0,0 @@
-import { useState } from "react";
-import { useQuery } from "@tanstack/react-query";
-import {
-  Filter,
-  Search,
-  TrendingUp,
-  TrendingDown,
-  Calendar,
-  RefreshCw,
-  AlertCircle,
-  X,
-} from "lucide-react";
-import { apiClient } from "../lib/api";
-import { formatCurrency, formatDate } from "../lib/utils";
-import LoadingSpinner from "./LoadingSpinner";
-import type { Account, Transaction } 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 { data: accounts } = useQuery<Account[]>({
-    queryKey: ["accounts"],
-    queryFn: apiClient.getAccounts,
-  });
-
-  const {
-    data: transactions,
-    isLoading: transactionsLoading,
-    error: transactionsError,
-    refetch: refetchTransactions,
-  } = useQuery<Transaction[]>({
-    queryKey: ["transactions", selectedAccount, startDate, endDate],
-    queryFn: () =>
-      apiClient.getTransactions({
-        accountId: selectedAccount || undefined,
-        startDate: startDate || undefined,
-        endDate: endDate || undefined,
-      }),
-  });
-
-  const filteredTransactions = (transactions || []).filter((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 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) => {
-            const account = accounts?.find(
-              (acc) => acc.id === transaction.account_id,
-            );
-            const isPositive = transaction.amount > 0;
-
-            return (
-              <div
-                key={
-                  transaction.internal_transaction_id ||
-                  `${transaction.account_id}-${transaction.date}-${transaction.amount}`
-                }
-                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">
-                    <p
-                      className={`text-lg font-semibold ${
-                        isPositive ? "text-green-600" : "text-red-600"
-                      }`}
-                    >
-                      {isPositive ? "+" : ""}
-                      {formatCurrency(transaction.amount, transaction.currency)}
-                    </p>
-                    <p className="text-sm text-gray-500">
-                      {transaction.date
-                        ? formatDate(transaction.date)
-                        : "No date"}
-                    </p>
-                    {transaction.booking_date &&
-                      transaction.booking_date !== transaction.date && (
-                        <p className="text-xs text-gray-400">
-                          Booked: {formatDate(transaction.booking_date)}
-                        </p>
-                      )}
-                  </div>
-                </div>
-              </div>
-            );
-          })}
-        </div>
-      )}
-    </div>
-  );
-}

frontend/src/components/TransactionsTable.tsx

@@ -0,0 +1,726 @@
+import { useState, useEffect } from "react";
+import { useQuery } from "@tanstack/react-query";
+import {
+  useReactTable,
+  getCoreRowModel,
+  getSortedRowModel,
+  getFilteredRowModel,
+  flexRender,
+} from "@tanstack/react-table";
+import type {
+  ColumnDef,
+  SortingState,
+  ColumnFiltersState,
+} from "@tanstack/react-table";
+import {
+  TrendingUp,
+  TrendingDown,
+  RefreshCw,
+  AlertCircle,
+  Eye,
+  ChevronUp,
+  ChevronDown,
+} from "lucide-react";
+import { apiClient } from "../lib/api";
+import { formatCurrency, formatDate } from "../lib/utils";
+import TransactionSkeleton from "./TransactionSkeleton";
+import FiltersSkeleton from "./FiltersSkeleton";
+import RawTransactionModal from "./RawTransactionModal";
+import { FilterBar, type FilterState } from "./filters";
+import { DataTablePagination } from "./ui/data-table-pagination";
+import { Card, CardContent } from "./ui/card";
+import { Alert, AlertDescription, AlertTitle } from "./ui/alert";
+import { Button } from "./ui/button";
+import type { Account, Transaction, ApiResponse, Balance } from "../types/api";
+
+export default function TransactionsTable() {
+  // 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(
+    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(filterState.searchTerm);
+    }, 300); // 300ms delay
+
+    return () => clearTimeout(timer);
+  }, [filterState.searchTerm]);
+
+  // Reset pagination when search term changes
+  useEffect(() => {
+    if (debouncedSearchTerm !== filterState.searchTerm) {
+      setCurrentPage(1);
+    }
+  }, [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,
+    error: transactionsError,
+    refetch: refetchTransactions,
+  } = useQuery<ApiResponse<Transaction[]>>({
+    queryKey: [
+      "transactions",
+      filterState.selectedAccount,
+      filterState.startDate,
+      filterState.endDate,
+      currentPage,
+      perPage,
+      debouncedSearchTerm,
+      filterState.minAmount,
+      filterState.maxAmount,
+    ],
+    queryFn: () =>
+      apiClient.getTransactions({
+        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,
+      }),
+  });
+
+  const transactions = transactionsResponse?.data || [];
+  const pagination = transactionsResponse?.pagination;
+
+  // Check if search is currently debouncing
+  const isSearchLoading = filterState.searchTerm !== debouncedSearchTerm;
+
+  // Reset pagination when total becomes 0 (no results)
+  useEffect(() => {
+    if (pagination && pagination.total === 0 && currentPage > 1) {
+      setCurrentPage(1);
+    }
+  }, [pagination, currentPage]);
+
+  // Reset pagination when filters change
+  useEffect(() => {
+    setCurrentPage(1);
+  }, [
+    filterState.selectedAccount,
+    filterState.startDate,
+    filterState.endDate,
+    filterState.minAmount,
+    filterState.maxAmount,
+  ]);
+
+  const handleViewRaw = (transaction: Transaction) => {
+    setSelectedTransaction(transaction);
+    setShowRawModal(true);
+  };
+
+  const handleCloseModal = () => {
+    setShowRawModal(false);
+    setSelectedTransaction(null);
+  };
+
+  const hasActiveFilters =
+    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>[] = [
+    {
+      accessorKey: "description",
+      header: "Description",
+      cell: ({ row }) => {
+        const transaction = row.original;
+        const account = accounts?.find(
+          (acc) => acc.id === transaction.account_id,
+        );
+        const isPositive = transaction.transaction_value > 0;
+
+        return (
+          <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 min-w-0">
+              <h4 className="text-sm font-medium text-foreground truncate">
+                {transaction.description}
+              </h4>
+              <div className="text-xs text-muted-foreground space-y-1">
+                {account && (
+                  <p className="truncate">
+                    {account.name || "Unnamed Account"} •{" "}
+                    {account.institution_id}
+                  </p>
+                )}
+                {(transaction.creditor_name || transaction.debtor_name) && (
+                  <p className="truncate">
+                    {isPositive ? "From: " : "To: "}
+                    {transaction.creditor_name || transaction.debtor_name}
+                  </p>
+                )}
+                {transaction.reference && (
+                  <p className="truncate">Ref: {transaction.reference}</p>
+                )}
+              </div>
+            </div>
+          </div>
+        );
+      },
+    },
+    {
+      accessorKey: "transaction_value",
+      header: "Amount",
+      cell: ({ row }) => {
+        const transaction = row.original;
+        const isPositive = transaction.transaction_value > 0;
+        return (
+          <div className="text-right">
+            <p
+              className={`text-lg font-semibold ${
+                isPositive ? "text-green-600" : "text-red-600"
+              }`}
+            >
+              {isPositive ? "+" : ""}
+              {formatCurrency(
+                transaction.transaction_value,
+                transaction.transaction_currency,
+              )}
+            </p>
+          </div>
+        );
+      },
+      sortingFn: "basic",
+    },
+    ...(showRunningBalance
+      ? [
+          {
+            id: "running_balance",
+            header: "Running Balance",
+            cell: ({ row }: { row: { original: Transaction } }) => {
+              const transaction = row.original;
+              const balanceKey = `${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-foreground">
+                    {formatCurrency(balance, transaction.transaction_currency)}
+                  </p>
+                </div>
+              );
+            },
+          },
+        ]
+      : []),
+    {
+      accessorKey: "transaction_date",
+      header: "Date",
+      cell: ({ row }) => {
+        const transaction = row.original;
+        return (
+          <div className="text-sm text-foreground">
+            {transaction.transaction_date
+              ? formatDate(transaction.transaction_date)
+              : "No date"}
+            {transaction.booking_date &&
+              transaction.booking_date !== transaction.transaction_date && (
+                <p className="text-xs text-muted-foreground">
+                  Booked: {formatDate(transaction.booking_date)}
+                </p>
+              )}
+          </div>
+        );
+      },
+      sortingFn: "datetime",
+    },
+    {
+      id: "actions",
+      header: "",
+      cell: ({ row }) => {
+        const transaction = row.original;
+        return (
+          <button
+            onClick={() => handleViewRaw(transaction)}
+            className="inline-flex items-center px-2 py-1 text-xs bg-muted text-muted-foreground rounded hover:bg-accent transition-colors"
+            title="View raw transaction data"
+          >
+            <Eye className="h-3 w-3 mr-1" />
+            Raw
+          </button>
+        );
+      },
+    },
+  ];
+
+  const table = useReactTable({
+    data: transactions,
+    columns,
+    getCoreRowModel: getCoreRowModel(),
+    getSortedRowModel: getSortedRowModel(),
+    getFilteredRowModel: getFilteredRowModel(),
+    onSortingChange: setSorting,
+    onColumnFiltersChange: setColumnFilters,
+    state: {
+      sorting,
+      columnFilters,
+      globalFilter: filterState.searchTerm,
+    },
+    onGlobalFilterChange: (value: string) =>
+      handleFilterChange("searchTerm", value),
+    globalFilterFn: (row, _columnId, filterValue) => {
+      // Custom global filter that searches multiple fields
+      const transaction = row.original;
+      const searchLower = filterValue.toLowerCase();
+
+      const description = transaction.description || "";
+      const creditorName = transaction.creditor_name || "";
+      const debtorName = transaction.debtor_name || "";
+      const reference = transaction.reference || "";
+
+      return (
+        description.toLowerCase().includes(searchLower) ||
+        creditorName.toLowerCase().includes(searchLower) ||
+        debtorName.toLowerCase().includes(searchLower) ||
+        reference.toLowerCase().includes(searchLower)
+      );
+    },
+  });
+
+  if (transactionsLoading) {
+    return (
+      <div className="space-y-6">
+        <FiltersSkeleton />
+        <TransactionSkeleton rows={10} view="table" />
+        <div className="md:hidden">
+          <TransactionSkeleton rows={10} view="mobile" />
+        </div>
+      </div>
+    );
+  }
+
+  if (transactionsError) {
+    return (
+      <Alert variant="destructive">
+        <AlertCircle className="h-4 w-4" />
+        <AlertTitle>Failed to load transactions</AlertTitle>
+        <AlertDescription className="space-y-3">
+          <p>Unable to fetch transactions from the Leggen API.</p>
+          <Button
+            onClick={() => refetchTransactions()}
+            variant="outline"
+            size="sm"
+          >
+            <RefreshCw className="h-4 w-4 mr-2" />
+            Retry
+          </Button>
+        </AlertDescription>
+      </Alert>
+    );
+  }
+
+  return (
+    <div className="space-y-6">
+      {/* New FilterBar */}
+      <FilterBar
+        filterState={filterState}
+        onFilterChange={handleFilterChange}
+        onClearFilters={handleClearFilters}
+        accounts={accounts}
+        isSearchLoading={isSearchLoading}
+        showRunningBalance={showRunningBalance}
+        onToggleRunningBalance={() =>
+          setShowRunningBalance(!showRunningBalance)
+        }
+      />
+
+      {/* Results Summary */}
+      <Card>
+        <CardContent className="px-6 py-3 bg-muted/30 border-b border-border">
+          <p className="text-sm text-muted-foreground">
+            Showing {transactions.length} transaction
+            {transactions.length !== 1 ? "s" : ""} (
+            {pagination ? (
+              <>
+                {(pagination.page - 1) * pagination.per_page + 1}-
+                {Math.min(
+                  pagination.page * pagination.per_page,
+                  pagination.total,
+                )}{" "}
+                of {pagination.total}
+              </>
+            ) : (
+              "loading..."
+            )}
+            )
+            {filterState.selectedAccount && accounts && (
+              <span className="ml-1">
+                for{" "}
+                {
+                  accounts.find((acc) => acc.id === filterState.selectedAccount)
+                    ?.name
+                }
+              </span>
+            )}
+          </p>
+        </CardContent>
+      </Card>
+
+      {/* Responsive Table/Cards */}
+      <Card className="overflow-hidden">
+        {/* Desktop Table View (hidden on mobile) */}
+        <div className="hidden md:block">
+          <div className="overflow-x-auto">
+            <table className="min-w-full divide-y divide-border">
+              <thead className="bg-muted/50">
+                {table.getHeaderGroups().map((headerGroup) => (
+                  <tr key={headerGroup.id}>
+                    {headerGroup.headers.map((header) => (
+                      <th
+                        key={header.id}
+                        className="px-6 py-3 text-left text-xs font-medium text-muted-foreground uppercase tracking-wider cursor-pointer hover:bg-muted"
+                        onClick={header.column.getToggleSortingHandler()}
+                      >
+                        <div className="flex items-center space-x-1">
+                          <span>
+                            {header.isPlaceholder
+                              ? null
+                              : flexRender(
+                                  header.column.columnDef.header,
+                                  header.getContext(),
+                                )}
+                          </span>
+                          {header.column.getCanSort() && (
+                            <div className="flex flex-col">
+                              <ChevronUp
+                                className={`h-3 w-3 ${
+                                  header.column.getIsSorted() === "asc"
+                                    ? "text-primary"
+                                    : "text-muted-foreground"
+                                }`}
+                              />
+                              <ChevronDown
+                                className={`h-3 w-3 -mt-1 ${
+                                  header.column.getIsSorted() === "desc"
+                                    ? "text-primary"
+                                    : "text-muted-foreground"
+                                }`}
+                              />
+                            </div>
+                          )}
+                        </div>
+                      </th>
+                    ))}
+                  </tr>
+                ))}
+              </thead>
+              <tbody className="bg-card divide-y divide-border">
+                {table.getRowModel().rows.length === 0 ? (
+                  <tr>
+                    <td
+                      colSpan={columns.length}
+                      className="px-6 py-12 text-center"
+                    >
+                      <div className="text-muted-foreground mb-4">
+                        <TrendingUp className="h-12 w-12 mx-auto" />
+                      </div>
+                      <h3 className="text-lg font-medium text-foreground mb-2">
+                        No transactions found
+                      </h3>
+                      <p className="text-muted-foreground">
+                        {hasActiveFilters
+                          ? "Try adjusting your filters to see more results."
+                          : "No transactions are available for the selected criteria."}
+                      </p>
+                    </td>
+                  </tr>
+                ) : (
+                  table.getRowModel().rows.map((row) => (
+                    <tr key={row.id} className="hover:bg-muted/50">
+                      {row.getVisibleCells().map((cell) => (
+                        <td
+                          key={cell.id}
+                          className="px-6 py-4 whitespace-nowrap"
+                        >
+                          {flexRender(
+                            cell.column.columnDef.cell,
+                            cell.getContext(),
+                          )}
+                        </td>
+                      ))}
+                    </tr>
+                  ))
+                )}
+              </tbody>
+            </table>
+          </div>
+        </div>
+
+        {/* Mobile Card View (visible only on mobile) */}
+        <div className="md:hidden">
+          {table.getRowModel().rows.length === 0 ? (
+            <div className="px-6 py-12 text-center">
+              <div className="text-muted-foreground mb-4">
+                <TrendingUp className="h-12 w-12 mx-auto" />
+              </div>
+              <h3 className="text-lg font-medium text-foreground mb-2">
+                No transactions found
+              </h3>
+              <p className="text-muted-foreground">
+                {hasActiveFilters
+                  ? "Try adjusting your filters to see more results."
+                  : "No transactions are available for the selected criteria."}
+              </p>
+            </div>
+          ) : (
+            <div className="divide-y divide-border">
+              {table.getRowModel().rows.map((row) => {
+                const transaction = row.original;
+                const account = accounts?.find(
+                  (acc) => acc.id === transaction.account_id,
+                );
+                const isPositive = transaction.transaction_value > 0;
+
+                return (
+                  <div
+                    key={row.id}
+                    className="p-4 hover:bg-muted/50 transition-colors"
+                  >
+                    <div className="flex items-start justify-between">
+                      <div className="flex-1 min-w-0">
+                        <div className="flex items-start space-x-3">
+                          <div
+                            className={`p-2 rounded-full flex-shrink-0 ${
+                              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 min-w-0">
+                            <h4 className="text-sm font-medium text-foreground break-words">
+                              {transaction.description}
+                            </h4>
+                            <div className="text-xs text-muted-foreground space-y-1 mt-1">
+                              {account && (
+                                <p className="break-words">
+                                  {account.name || "Unnamed Account"} •{" "}
+                                  {account.institution_id}
+                                </p>
+                              )}
+                              {(transaction.creditor_name ||
+                                transaction.debtor_name) && (
+                                <p className="break-words">
+                                  {isPositive ? "From: " : "To: "}
+                                  {transaction.creditor_name ||
+                                    transaction.debtor_name}
+                                </p>
+                              )}
+                              {transaction.reference && (
+                                <p className="break-words">
+                                  Ref: {transaction.reference}
+                                </p>
+                              )}
+                              <p className="text-muted-foreground">
+                                {transaction.transaction_date
+                                  ? formatDate(transaction.transaction_date)
+                                  : "No date"}
+                                {transaction.booking_date &&
+                                  transaction.booking_date !==
+                                    transaction.transaction_date && (
+                                    <span className="ml-2">
+                                      (Booked:{" "}
+                                      {formatDate(transaction.booking_date)})
+                                    </span>
+                                  )}
+                              </p>
+                            </div>
+                          </div>
+                        </div>
+                      </div>
+                      <div className="text-right ml-3 flex-shrink-0">
+                        <p
+                          className={`text-lg font-semibold mb-1 ${
+                            isPositive ? "text-green-600" : "text-red-600"
+                          }`}
+                        >
+                          {isPositive ? "+" : ""}
+                          {formatCurrency(
+                            transaction.transaction_value,
+                            transaction.transaction_currency,
+                          )}
+                        </p>
+                        {showRunningBalance && (
+                          <p className="text-xs text-muted-foreground mb-1">
+                            Balance:{" "}
+                            {formatCurrency(
+                              runningBalances[
+                                `${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-muted text-muted-foreground rounded hover:bg-accent transition-colors"
+                          title="View raw transaction data"
+                        >
+                          <Eye className="h-3 w-3 mr-1" />
+                          Raw
+                        </button>
+                      </div>
+                    </div>
+                  </div>
+                );
+              })}
+            </div>
+          )}
+        </div>
+
+        {/* Pagination */}
+        {pagination && (
+          <DataTablePagination
+            currentPage={pagination.page}
+            totalPages={pagination.total_pages}
+            pageSize={pagination.per_page}
+            total={pagination.total}
+            hasNext={pagination.has_next}
+            hasPrev={pagination.has_prev}
+            onPageChange={setCurrentPage}
+            onPageSizeChange={setPerPage}
+          />
+        )}
+      </Card>
+
+      {/* Raw Transaction Modal */}
+      <RawTransactionModal
+        isOpen={showRawModal}
+        onClose={handleCloseModal}
+        rawTransaction={selectedTransaction?.raw_transaction}
+        transactionId={selectedTransaction?.transaction_id || "unknown"}
+      />
+    </div>
+  );
+}

frontend/src/components/analytics/BalanceChart.tsx

@@ -0,0 +1,191 @@
+import {
+  AreaChart,
+  Area,
+  XAxis,
+  YAxis,
+  CartesianGrid,
+  Tooltip,
+  ResponsiveContainer,
+  Legend,
+} from "recharts";
+import type { Balance, Account } from "../../types/api";
+
+interface BalanceChartProps {
+  data: Balance[];
+  accounts: Account[];
+  className?: string;
+}
+
+interface ChartDataPoint {
+  date: string;
+  balance: number;
+  account_id: string;
+}
+
+interface AggregatedDataPoint {
+  date: string;
+  [key: string]: string | number;
+}
+
+interface TooltipProps {
+  active?: boolean;
+  payload?: Array<{
+    name: string;
+    value: number;
+    color: string;
+  }>;
+  label?: string;
+}
+
+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("en-GB"), // DD/MM/YYYY format
+      balance: balance.balance_amount,
+      account_id: balance.account_id,
+    }))
+    .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[] } = {};
+  chartData.forEach((item) => {
+    if (!accountBalances[item.account_id]) {
+      accountBalances[item.account_id] = [];
+    }
+    accountBalances[item.account_id].push(item);
+  });
+
+  // Create aggregated data points
+  const aggregatedData: { [key: string]: AggregatedDataPoint } = {};
+  Object.entries(accountBalances).forEach(([accountId, balances]) => {
+    balances.forEach((balance) => {
+      if (!aggregatedData[balance.date]) {
+        aggregatedData[balance.date] = { date: balance.date };
+      }
+      aggregatedData[balance.date][accountId] = balance.balance;
+    });
+  });
+
+  const finalData = Object.values(aggregatedData).sort(
+    (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"];
+
+  const CustomTooltip = ({ active, payload, label }: TooltipProps) => {
+    if (active && payload && payload.length) {
+      return (
+        <div className="bg-card p-3 border rounded shadow-lg">
+          <p className="font-medium text-foreground">Date: {label}</p>
+          {payload.map((entry, index) => (
+            <p key={index} style={{ color: entry.color }}>
+              {getAccountDisplayName(entry.name)}: €
+              {entry.value.toLocaleString()}
+            </p>
+          ))}
+        </div>
+      );
+    }
+    return null;
+  };
+
+  if (finalData.length === 0) {
+    return (
+      <div className={className}>
+        <h3 className="text-lg font-medium text-foreground mb-4">
+          Balance Progress
+        </h3>
+        <div className="h-80 flex items-center justify-center text-muted-foreground">
+          No balance data available
+        </div>
+      </div>
+    );
+  }
+
+  return (
+    <div className={className}>
+      <h3 className="text-lg font-medium text-foreground mb-4">
+        Balance Progress Over Time
+      </h3>
+      <div className="h-80">
+        <ResponsiveContainer width="100%" height="100%">
+          <AreaChart data={finalData}>
+            <CartesianGrid strokeDasharray="3 3" />
+            <XAxis
+              dataKey="date"
+              tick={{ fontSize: 12 }}
+              tickFormatter={(value) => {
+                // 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",
+                });
+              }}
+            />
+            <YAxis
+              tick={{ fontSize: 12 }}
+              tickFormatter={(value) => `€${value.toLocaleString()}`}
+            />
+            <Tooltip content={<CustomTooltip />} />
+            <Legend />
+            {Object.keys(accountBalances).map((accountId, index) => (
+              <Area
+                key={accountId}
+                type="monotone"
+                dataKey={accountId}
+                stackId="1"
+                fill={colors[index % colors.length]}
+                stroke={colors[index % colors.length]}
+                name={getAccountDisplayName(accountId)}
+              />
+            ))}
+          </AreaChart>
+        </ResponsiveContainer>
+      </div>
+    </div>
+  );
+}

frontend/src/components/analytics/MonthlyTrends.tsx

@@ -0,0 +1,142 @@
+import {
+  BarChart,
+  Bar,
+  XAxis,
+  YAxis,
+  CartesianGrid,
+  Tooltip,
+  ResponsiveContainer,
+} from "recharts";
+import { useQuery } from "@tanstack/react-query";
+import apiClient from "../../lib/api";
+
+interface MonthlyTrendsProps {
+  className?: string;
+  days?: number;
+}
+
+interface TooltipProps {
+  active?: boolean;
+  payload?: Array<{
+    name: string;
+    value: number;
+    color: string;
+  }>;
+  label?: string;
+}
+
+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 () => {
+      return await apiClient.getMonthlyTransactionStats(days);
+    },
+  });
+
+  // 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 (
+      <div className={className}>
+        <h3 className="text-lg font-medium text-foreground mb-4">
+          Monthly Spending Trends
+        </h3>
+        <div className="h-80 flex items-center justify-center">
+          <div className="animate-spin rounded-full h-8 w-8 border-b-2 border-primary"></div>
+        </div>
+      </div>
+    );
+  }
+
+  if (displayData.length === 0) {
+    return (
+      <div className={className}>
+        <h3 className="text-lg font-medium text-foreground mb-4">
+          Monthly Spending Trends
+        </h3>
+        <div className="h-80 flex items-center justify-center text-muted-foreground">
+          No transaction data available
+        </div>
+      </div>
+    );
+  }
+
+  const CustomTooltip = ({ active, payload, label }: TooltipProps) => {
+    if (active && payload && payload.length) {
+      return (
+        <div className="bg-card p-3 border rounded shadow-lg">
+          <p className="font-medium text-foreground">{label}</p>
+          {payload.map((entry, index) => (
+            <p key={index} style={{ color: entry.color }}>
+              {entry.name}: €{Math.abs(entry.value).toLocaleString()}
+            </p>
+          ))}
+        </div>
+      );
+    }
+    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 ${Math.ceil(days / 30)} Months)`;
+  };
+
+  return (
+    <div className={className}>
+      <h3 className="text-lg font-medium text-foreground mb-4">
+        {getTitle(days)}
+      </h3>
+      <div className="h-80">
+        <ResponsiveContainer width="100%" height="100%">
+          <BarChart
+            data={displayData}
+            margin={{ top: 20, right: 30, left: 20, bottom: 5 }}
+          >
+            <CartesianGrid strokeDasharray="3 3" />
+            <XAxis
+              dataKey="month"
+              tick={{ fontSize: 12 }}
+              angle={-45}
+              textAnchor="end"
+              height={60}
+            />
+            <YAxis
+              tick={{ fontSize: 12 }}
+              tickFormatter={(value) => `€${value.toLocaleString()}`}
+            />
+            <Tooltip content={<CustomTooltip />} />
+            <Bar dataKey="income" fill="#10B981" name="Income" />
+            <Bar dataKey="expenses" fill="#EF4444" name="Expenses" />
+          </BarChart>
+        </ResponsiveContainer>
+      </div>
+      <div className="mt-4 flex justify-center space-x-6 text-sm text-foreground">
+        <div className="flex items-center">
+          <div className="w-3 h-3 bg-green-500 rounded mr-2" />
+          <span>Income</span>
+        </div>
+        <div className="flex items-center">
+          <div className="w-3 h-3 bg-red-500 rounded mr-2" />
+          <span>Expenses</span>
+        </div>
+      </div>
+    </div>
+  );
+}

frontend/src/components/analytics/StatCard.tsx

@@ -0,0 +1,66 @@
+import type { LucideIcon } from "lucide-react";
+import { Card, CardContent } from "../ui/card";
+import { cn } from "../../lib/utils";
+
+interface StatCardProps {
+  title: string;
+  value: string | number;
+  subtitle?: string;
+  icon: LucideIcon;
+  trend?: {
+    value: number;
+    isPositive: boolean;
+  };
+  className?: string;
+}
+
+export default function StatCard({
+  title,
+  value,
+  subtitle,
+  icon: Icon,
+  trend,
+  className,
+}: StatCardProps) {
+  return (
+    <Card className={cn(className)}>
+      <CardContent className="p-6">
+        <div className="flex items-center">
+          <div className="flex-shrink-0">
+            <Icon className="h-8 w-8 text-primary" />
+          </div>
+          <div className="ml-5 w-0 flex-1">
+            <dl>
+              <dt className="text-sm font-medium text-muted-foreground truncate">
+                {title}
+              </dt>
+              <dd className="flex items-baseline">
+                <div className="text-2xl font-semibold text-foreground">
+                  {value}
+                </div>
+                {trend && (
+                  <div
+                    className={cn(
+                      "ml-2 flex items-baseline text-sm font-semibold",
+                      trend.isPositive
+                        ? "text-green-600 dark:text-green-400"
+                        : "text-red-600 dark:text-red-400",
+                    )}
+                  >
+                    {trend.isPositive ? "+" : ""}
+                    {trend.value}%
+                  </div>
+                )}
+              </dd>
+              {subtitle && (
+                <dd className="text-sm text-muted-foreground mt-1">
+                  {subtitle}
+                </dd>
+              )}
+            </dl>
+          </div>
+        </div>
+      </CardContent>
+    </Card>
+  );
+}

frontend/src/components/analytics/TimePeriodFilter.tsx

@@ -0,0 +1,39 @@
+import { Calendar } from "lucide-react";
+import { Button } from "../ui/button";
+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-foreground">
+        <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)}
+            variant={
+              selectedPeriod.value === period.value ? "default" : "outline"
+            }
+            size="sm"
+          >
+            {period.label}
+          </Button>
+        ))}
+      </div>
+    </div>
+  );
+}

frontend/src/components/analytics/TransactionDistribution.tsx

@@ -0,0 +1,147 @@
+import {
+  PieChart,
+  Pie,
+  Cell,
+  ResponsiveContainer,
+  Tooltip,
+  Legend,
+} from "recharts";
+import type { Account } from "../../types/api";
+
+interface TransactionDistributionProps {
+  accounts: Account[];
+  className?: string;
+}
+
+interface PieDataPoint {
+  name: string;
+  value: number;
+  color: string;
+}
+
+interface TooltipProps {
+  active?: boolean;
+  payload?: Array<{
+    payload: PieDataPoint;
+  }>;
+}
+
+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 primaryBalance = account.balances?.[0]?.amount || 0;
+
+    const colors = ["#3B82F6", "#10B981", "#F59E0B", "#EF4444", "#8B5CF6"];
+
+    return {
+      name: getAccountDisplayName(account),
+      value: primaryBalance,
+      color: colors[index % colors.length],
+    };
+  });
+
+  const totalBalance = pieData.reduce((sum, item) => sum + item.value, 0);
+
+  if (pieData.length === 0 || totalBalance === 0) {
+    return (
+      <div className={className}>
+        <h3 className="text-lg font-medium text-foreground mb-4">
+          Account Distribution
+        </h3>
+        <div className="h-80 flex items-center justify-center text-muted-foreground">
+          No account data available
+        </div>
+      </div>
+    );
+  }
+
+  const CustomTooltip = ({ active, payload }: TooltipProps) => {
+    if (active && payload && payload.length) {
+      const data = payload[0].payload;
+      const percentage = ((data.value / totalBalance) * 100).toFixed(1);
+      return (
+        <div className="bg-card p-3 border rounded shadow-lg">
+          <p className="font-medium text-foreground">{data.name}</p>
+          <p className="text-primary">
+            Balance: €{data.value.toLocaleString()}
+          </p>
+          <p className="text-muted-foreground">{percentage}% of total</p>
+        </div>
+      );
+    }
+    return null;
+  };
+
+  return (
+    <div className={className}>
+      <h3 className="text-lg font-medium text-foreground mb-4">
+        Account Balance Distribution
+      </h3>
+      <div className="h-80">
+        <ResponsiveContainer width="100%" height="100%">
+          <PieChart>
+            <Pie
+              data={pieData}
+              cx="50%"
+              cy="50%"
+              outerRadius={100}
+              innerRadius={40}
+              paddingAngle={2}
+              dataKey="value"
+            >
+              {pieData.map((entry, index) => (
+                <Cell key={`cell-${index}`} fill={entry.color} />
+              ))}
+            </Pie>
+            <Tooltip content={<CustomTooltip />} />
+            <Legend
+              formatter={(value, entry: { color?: string }) => (
+                <span style={{ color: entry.color }}>{value}</span>
+              )}
+            />
+          </PieChart>
+        </ResponsiveContainer>
+      </div>
+      <div className="mt-4 grid grid-cols-1 gap-2">
+        {pieData.map((item, index) => (
+          <div
+            key={index}
+            className="flex items-center justify-between text-sm"
+          >
+            <div className="flex items-center">
+              <div
+                className="w-3 h-3 rounded-full mr-2"
+                style={{ backgroundColor: item.color }}
+              />
+              <span className="text-foreground">{item.name}</span>
+            </div>
+            <span className="font-medium text-foreground">
+              €{item.value.toLocaleString()}
+            </span>
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}

frontend/src/components/filters/AccountCombobox.tsx

@@ -0,0 +1,124 @@
+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.display_name || 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.display_name || 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.display_name || 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 +1,140 @@
+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 +1,127 @@
+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 +1,213 @@
+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 +1,140 @@
+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-card 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-card-foreground">
+            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-muted-foreground" />
+            <Input
+              placeholder="Search transactions..."
+              value={filterState.searchTerm}
+              onChange={(e) => onFilterChange("searchTerm", e.target.value)}
+              className="pl-9 pr-8 bg-background"
+            />
+            {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-border border-t-primary 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-muted-foreground"
+            >
+              <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/alert.tsx

@@ -0,0 +1,59 @@
+import * as React from "react";
+import { cva, type VariantProps } from "class-variance-authority";
+
+import { cn } from "@/lib/utils";
+
+const alertVariants = cva(
+  "relative w-full rounded-lg border p-4 [&>svg~*]:pl-7 [&>svg+div]:translate-y-[-3px] [&>svg]:absolute [&>svg]:left-4 [&>svg]:top-4 [&>svg]:text-foreground",
+  {
+    variants: {
+      variant: {
+        default: "bg-background text-foreground",
+        destructive:
+          "border-destructive/50 text-destructive dark:border-destructive [&>svg]:text-destructive",
+      },
+    },
+    defaultVariants: {
+      variant: "default",
+    },
+  },
+);
+
+const Alert = React.forwardRef<
+  HTMLDivElement,
+  React.HTMLAttributes<HTMLDivElement> & VariantProps<typeof alertVariants>
+>(({ className, variant, ...props }, ref) => (
+  <div
+    ref={ref}
+    role="alert"
+    className={cn(alertVariants({ variant }), className)}
+    {...props}
+  />
+));
+Alert.displayName = "Alert";
+
+const AlertTitle = React.forwardRef<
+  HTMLParagraphElement,
+  React.HTMLAttributes<HTMLHeadingElement>
+>(({ className, ...props }, ref) => (
+  <h5
+    ref={ref}
+    className={cn("mb-1 font-medium leading-none tracking-tight", className)}
+    {...props}
+  />
+));
+AlertTitle.displayName = "AlertTitle";
+
+const AlertDescription = React.forwardRef<
+  HTMLParagraphElement,
+  React.HTMLAttributes<HTMLParagraphElement>
+>(({ className, ...props }, ref) => (
+  <div
+    ref={ref}
+    className={cn("text-sm [&_p]:leading-relaxed", className)}
+    {...props}
+  />
+));
+AlertDescription.displayName = "AlertDescription";
+
+export { Alert, AlertTitle, AlertDescription };

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/card.tsx

@@ -0,0 +1,86 @@
+import * as React from "react";
+
+import { cn } from "@/lib/utils";
+
+const Card = React.forwardRef<
+  HTMLDivElement,
+  React.HTMLAttributes<HTMLDivElement>
+>(({ className, ...props }, ref) => (
+  <div
+    ref={ref}
+    className={cn(
+      "rounded-lg border bg-card text-card-foreground shadow-sm",
+      className,
+    )}
+    {...props}
+  />
+));
+Card.displayName = "Card";
+
+const CardHeader = React.forwardRef<
+  HTMLDivElement,
+  React.HTMLAttributes<HTMLDivElement>
+>(({ className, ...props }, ref) => (
+  <div
+    ref={ref}
+    className={cn("flex flex-col space-y-1.5 p-6", className)}
+    {...props}
+  />
+));
+CardHeader.displayName = "CardHeader";
+
+const CardTitle = React.forwardRef<
+  HTMLParagraphElement,
+  React.HTMLAttributes<HTMLHeadingElement>
+>(({ className, ...props }, ref) => (
+  <h3
+    ref={ref}
+    className={cn(
+      "text-2xl font-semibold leading-none tracking-tight",
+      className,
+    )}
+    {...props}
+  />
+));
+CardTitle.displayName = "CardTitle";
+
+const CardDescription = React.forwardRef<
+  HTMLParagraphElement,
+  React.HTMLAttributes<HTMLParagraphElement>
+>(({ className, ...props }, ref) => (
+  <p
+    ref={ref}
+    className={cn("text-sm text-muted-foreground", className)}
+    {...props}
+  />
+));
+CardDescription.displayName = "CardDescription";
+
+const CardContent = React.forwardRef<
+  HTMLDivElement,
+  React.HTMLAttributes<HTMLDivElement>
+>(({ className, ...props }, ref) => (
+  <div ref={ref} className={cn("p-6 pt-0", className)} {...props} />
+));
+CardContent.displayName = "CardContent";
+
+const CardFooter = React.forwardRef<
+  HTMLDivElement,
+  React.HTMLAttributes<HTMLDivElement>
+>(({ className, ...props }, ref) => (
+  <div
+    ref={ref}
+    className={cn("flex items-center p-6 pt-0", className)}
+    {...props}
+  />
+));
+CardFooter.displayName = "CardFooter";
+
+export {
+  Card,
+  CardHeader,
+  CardFooter,
+  CardTitle,
+  CardDescription,
+  CardContent,
+};

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/data-table-pagination.tsx

@@ -0,0 +1,137 @@
+import {
+  ChevronLeft,
+  ChevronRight,
+  ChevronsLeft,
+  ChevronsRight,
+} from "lucide-react";
+
+import { Button } from "@/components/ui/button";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+
+interface DataTablePaginationProps {
+  currentPage: number;
+  totalPages: number;
+  pageSize: number;
+  total: number;
+  hasNext: boolean;
+  hasPrev: boolean;
+  onPageChange: (page: number) => void;
+  onPageSizeChange: (pageSize: number) => void;
+}
+
+export function DataTablePagination({
+  currentPage,
+  totalPages,
+  pageSize,
+  total,
+  hasNext,
+  hasPrev,
+  onPageChange,
+  onPageSizeChange,
+}: DataTablePaginationProps) {
+  return (
+    <div className="flex items-center justify-between px-2 py-4">
+      <div className="hidden sm:flex sm:flex-1 sm:items-center sm:justify-between">
+        <div className="flex items-center space-x-6 lg:space-x-8">
+          <div className="flex items-center space-x-2">
+            <p className="text-sm font-medium text-foreground">Rows per page</p>
+            <Select
+              value={`${pageSize}`}
+              onValueChange={(value) => {
+                onPageSizeChange(Number(value));
+                onPageChange(1); // Reset to first page when changing page size
+              }}
+            >
+              <SelectTrigger className="h-8 w-[70px]">
+                <SelectValue placeholder={pageSize} />
+              </SelectTrigger>
+              <SelectContent side="top">
+                {[10, 25, 50, 100].map((pageSize) => (
+                  <SelectItem key={pageSize} value={`${pageSize}`}>
+                    {pageSize}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          </div>
+          <div className="flex w-[100px] items-center justify-center text-sm font-medium text-foreground">
+            Page {currentPage} of {totalPages}
+          </div>
+          <div className="flex items-center space-x-2">
+            <Button
+              variant="outline"
+              className="hidden h-8 w-8 p-0 lg:flex"
+              onClick={() => onPageChange(1)}
+              disabled={currentPage === 1}
+            >
+              <span className="sr-only">Go to first page</span>
+              <ChevronsLeft className="h-4 w-4" />
+            </Button>
+            <Button
+              variant="outline"
+              className="h-8 w-8 p-0"
+              onClick={() => onPageChange(currentPage - 1)}
+              disabled={!hasPrev}
+            >
+              <span className="sr-only">Go to previous page</span>
+              <ChevronLeft className="h-4 w-4" />
+            </Button>
+            <Button
+              variant="outline"
+              className="h-8 w-8 p-0"
+              onClick={() => onPageChange(currentPage + 1)}
+              disabled={!hasNext}
+            >
+              <span className="sr-only">Go to next page</span>
+              <ChevronRight className="h-4 w-4" />
+            </Button>
+            <Button
+              variant="outline"
+              className="hidden h-8 w-8 p-0 lg:flex"
+              onClick={() => onPageChange(totalPages)}
+              disabled={currentPage === totalPages}
+            >
+              <span className="sr-only">Go to last page</span>
+              <ChevronsRight className="h-4 w-4" />
+            </Button>
+          </div>
+        </div>
+        <div className="text-sm text-muted-foreground">
+          Showing {(currentPage - 1) * pageSize + 1} to{" "}
+          {Math.min(currentPage * pageSize, total)} of {total} entries
+        </div>
+      </div>
+
+      {/* Mobile view */}
+      <div className="flex w-full items-center justify-between space-x-4 sm:hidden">
+        <div className="text-sm text-muted-foreground">
+          Page {currentPage} of {totalPages}
+        </div>
+        <div className="flex items-center space-x-2">
+          <Button
+            variant="outline"
+            size="sm"
+            onClick={() => onPageChange(currentPage - 1)}
+            disabled={!hasPrev}
+          >
+            Previous
+          </Button>
+          <Button
+            variant="outline"
+            size="sm"
+            onClick={() => onPageChange(currentPage + 1)}
+            disabled={!hasNext}
+          >
+            Next
+          </Button>
+        </div>
+      </div>
+    </div>
+  );
+}

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/label.tsx

@@ -0,0 +1,19 @@
+import * as React from "react";
+import { cn } from "@/lib/utils";
+
+const Label = React.forwardRef<
+  HTMLLabelElement,
+  React.LabelHTMLAttributes<HTMLLabelElement>
+>(({ className, ...props }, ref) => (
+  <label
+    ref={ref}
+    className={cn(
+      "text-sm font-medium leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70",
+      className,
+    )}
+    {...props}
+  />
+));
+Label.displayName = "Label";
+
+export { Label };

frontend/src/components/ui/pagination.tsx

@@ -0,0 +1,118 @@
+import * as React from "react";
+import { ChevronLeft, ChevronRight, MoreHorizontal } from "lucide-react";
+
+import { cn } from "@/lib/utils";
+import { buttonVariants } from "@/components/ui/button";
+import type { ButtonProps } from "@/components/ui/button";
+
+const Pagination = ({ className, ...props }: React.ComponentProps<"nav">) => (
+  <nav
+    role="navigation"
+    aria-label="pagination"
+    className={cn("mx-auto flex w-full justify-center", className)}
+    {...props}
+  />
+);
+Pagination.displayName = "Pagination";
+
+const PaginationContent = React.forwardRef<
+  HTMLUListElement,
+  React.ComponentProps<"ul">
+>(({ className, ...props }, ref) => (
+  <ul
+    ref={ref}
+    className={cn("flex flex-row items-center gap-1", className)}
+    {...props}
+  />
+));
+PaginationContent.displayName = "PaginationContent";
+
+const PaginationItem = React.forwardRef<
+  HTMLLIElement,
+  React.ComponentProps<"li">
+>(({ className, ...props }, ref) => (
+  <li ref={ref} className={cn("", className)} {...props} />
+));
+PaginationItem.displayName = "PaginationItem";
+
+type PaginationLinkProps = {
+  isActive?: boolean;
+} & Pick<ButtonProps, "size"> &
+  React.ComponentProps<"a">;
+
+const PaginationLink = ({
+  className,
+  isActive,
+  size = "icon",
+  ...props
+}: PaginationLinkProps) => (
+  <a
+    aria-current={isActive ? "page" : undefined}
+    className={cn(
+      buttonVariants({
+        variant: isActive ? "outline" : "ghost",
+        size,
+      }),
+      className,
+    )}
+    {...props}
+  />
+);
+PaginationLink.displayName = "PaginationLink";
+
+const PaginationPrevious = ({
+  className,
+  ...props
+}: React.ComponentProps<typeof PaginationLink>) => (
+  <PaginationLink
+    aria-label="Go to previous page"
+    size="default"
+    className={cn("gap-1 pl-2.5", className)}
+    {...props}
+  >
+    <ChevronLeft className="h-4 w-4" />
+    <span>Previous</span>
+  </PaginationLink>
+);
+PaginationPrevious.displayName = "PaginationPrevious";
+
+const PaginationNext = ({
+  className,
+  ...props
+}: React.ComponentProps<typeof PaginationLink>) => (
+  <PaginationLink
+    aria-label="Go to next page"
+    size="default"
+    className={cn("gap-1 pr-2.5", className)}
+    {...props}
+  >
+    <span>Next</span>
+    <ChevronRight className="h-4 w-4" />
+  </PaginationLink>
+);
+PaginationNext.displayName = "PaginationNext";
+
+const PaginationEllipsis = ({
+  className,
+  ...props
+}: React.ComponentProps<"span">) => (
+  <span
+    aria-hidden
+    className={cn("flex h-9 w-9 items-center justify-center", className)}
+    {...props}
+  >
+    <MoreHorizontal className="h-4 w-4" />
+    <span className="sr-only">More pages</span>
+  </span>
+);
+PaginationEllipsis.displayName = "PaginationEllipsis";
+
+export {
+  Pagination,
+  PaginationContent,
+  PaginationEllipsis,
+  PaginationItem,
+  PaginationLink,
+  PaginationNext,
+  PaginationPrevious,
+};

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/components/ui/table.tsx

@@ -0,0 +1,117 @@
+import * as React from "react";
+
+import { cn } from "@/lib/utils";
+
+const Table = React.forwardRef<
+  HTMLTableElement,
+  React.HTMLAttributes<HTMLTableElement>
+>(({ className, ...props }, ref) => (
+  <div className="relative w-full overflow-auto">
+    <table
+      ref={ref}
+      className={cn("w-full caption-bottom text-sm", className)}
+      {...props}
+    />
+  </div>
+));
+Table.displayName = "Table";
+
+const TableHeader = React.forwardRef<
+  HTMLTableSectionElement,
+  React.HTMLAttributes<HTMLTableSectionElement>
+>(({ className, ...props }, ref) => (
+  <thead ref={ref} className={cn("[&_tr]:border-b", className)} {...props} />
+));
+TableHeader.displayName = "TableHeader";
+
+const TableBody = React.forwardRef<
+  HTMLTableSectionElement,
+  React.HTMLAttributes<HTMLTableSectionElement>
+>(({ className, ...props }, ref) => (
+  <tbody
+    ref={ref}
+    className={cn("[&_tr:last-child]:border-0", className)}
+    {...props}
+  />
+));
+TableBody.displayName = "TableBody";
+
+const TableFooter = React.forwardRef<
+  HTMLTableSectionElement,
+  React.HTMLAttributes<HTMLTableSectionElement>
+>(({ className, ...props }, ref) => (
+  <tfoot
+    ref={ref}
+    className={cn(
+      "border-t bg-muted/50 font-medium [&>tr]:last:border-b-0",
+      className,
+    )}
+    {...props}
+  />
+));
+TableFooter.displayName = "TableFooter";
+
+const TableRow = React.forwardRef<
+  HTMLTableRowElement,
+  React.HTMLAttributes<HTMLTableRowElement>
+>(({ className, ...props }, ref) => (
+  <tr
+    ref={ref}
+    className={cn(
+      "border-b transition-colors hover:bg-muted/50 data-[state=selected]:bg-muted",
+      className,
+    )}
+    {...props}
+  />
+));
+TableRow.displayName = "TableRow";
+
+const TableHead = React.forwardRef<
+  HTMLTableCellElement,
+  React.ThHTMLAttributes<HTMLTableCellElement>
+>(({ className, ...props }, ref) => (
+  <th
+    ref={ref}
+    className={cn(
+      "h-12 px-4 text-left align-middle font-medium text-muted-foreground [&:has([role=checkbox])]:pr-0",
+      className,
+    )}
+    {...props}
+  />
+));
+TableHead.displayName = "TableHead";
+
+const TableCell = React.forwardRef<
+  HTMLTableCellElement,
+  React.TdHTMLAttributes<HTMLTableCellElement>
+>(({ className, ...props }, ref) => (
+  <td
+    ref={ref}
+    className={cn("p-4 align-middle [&:has([role=checkbox])]:pr-0", className)}
+    {...props}
+  />
+));
+TableCell.displayName = "TableCell";
+
+const TableCaption = React.forwardRef<
+  HTMLTableCaptionElement,
+  React.HTMLAttributes<HTMLTableCaptionElement>
+>(({ className, ...props }, ref) => (
+  <caption
+    ref={ref}
+    className={cn("mt-4 text-sm text-muted-foreground", className)}
+    {...props}
+  />
+));
+TableCaption.displayName = "TableCaption";
+
+export {
+  Table,
+  TableHeader,
+  TableBody,
+  TableFooter,
+  TableHead,
+  TableRow,
+  TableCell,
+  TableCaption,
+};

frontend/src/components/ui/theme-toggle.tsx

@@ -0,0 +1,52 @@
+import { Monitor, Moon, Sun } from "lucide-react";
+import { Button } from "./button";
+import { useTheme } from "../../contexts/ThemeContext";
+
+export function ThemeToggle() {
+  const { theme, setTheme } = useTheme();
+
+  const cycleTheme = () => {
+    if (theme === "light") {
+      setTheme("dark");
+    } else if (theme === "dark") {
+      setTheme("system");
+    } else {
+      setTheme("light");
+    }
+  };
+
+  const getIcon = () => {
+    switch (theme) {
+      case "light":
+        return <Sun className="h-4 w-4" />;
+      case "dark":
+        return <Moon className="h-4 w-4" />;
+      case "system":
+        return <Monitor className="h-4 w-4" />;
+    }
+  };
+
+  const getLabel = () => {
+    switch (theme) {
+      case "light":
+        return "Switch to dark mode";
+      case "dark":
+        return "Switch to system mode";
+      case "system":
+        return "Switch to light mode";
+    }
+  };
+
+  return (
+    <Button
+      variant="outline"
+      size="icon"
+      onClick={cycleTheme}
+      className="h-8 w-8"
+      title={getLabel()}
+    >
+      {getIcon()}
+      <span className="sr-only">{getLabel()}</span>
+    </Button>
+  );
+}

frontend/src/contexts/ThemeContext.tsx

@@ -0,0 +1,76 @@
+import React, { createContext, useContext, useEffect, useState } from "react";
+
+type Theme = "light" | "dark" | "system";
+
+interface ThemeContextType {
+  theme: Theme;
+  setTheme: (theme: Theme) => void;
+  actualTheme: "light" | "dark";
+}
+
+const ThemeContext = createContext<ThemeContextType | undefined>(undefined);
+
+export function ThemeProvider({ children }: { children: React.ReactNode }) {
+  const [theme, setTheme] = useState<Theme>(() => {
+    const stored = localStorage.getItem("theme") as Theme;
+    return stored || "system";
+  });
+
+  const [actualTheme, setActualTheme] = useState<"light" | "dark">("light");
+
+  useEffect(() => {
+    const root = window.document.documentElement;
+
+    const updateActualTheme = () => {
+      let resolvedTheme: "light" | "dark";
+
+      if (theme === "system") {
+        resolvedTheme = window.matchMedia("(prefers-color-scheme: dark)")
+          .matches
+          ? "dark"
+          : "light";
+      } else {
+        resolvedTheme = theme;
+      }
+
+      setActualTheme(resolvedTheme);
+
+      // Remove previous theme classes
+      root.classList.remove("light", "dark");
+
+      // Add resolved theme class
+      root.classList.add(resolvedTheme);
+    };
+
+    updateActualTheme();
+
+    // Listen for system theme changes
+    const mediaQuery = window.matchMedia("(prefers-color-scheme: dark)");
+    const handleChange = () => {
+      if (theme === "system") {
+        updateActualTheme();
+      }
+    };
+
+    mediaQuery.addEventListener("change", handleChange);
+
+    // Store theme preference
+    localStorage.setItem("theme", theme);
+
+    return () => mediaQuery.removeEventListener("change", handleChange);
+  }, [theme]);
+
+  return (
+    <ThemeContext.Provider value={{ theme, setTheme, actualTheme }}>
+      {children}
+    </ThemeContext.Provider>
+  );
+}
+
+export function useTheme() {
+  const context = useContext(ThemeContext);
+  if (context === undefined) {
+    throw new Error("useTheme must be used within a ThemeProvider");
+  }
+  return context;
+}

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,
@@ -9,6 +10,8 @@ import type {
   NotificationService,
   NotificationServicesResponse,
   HealthData,
+  AccountUpdate,
+  TransactionStats,
 } from "../types/api";
 
 // Use VITE_API_URL for development, relative URLs for production
@@ -34,12 +37,39 @@ export const apiClient = {
     return response.data.data;
   },
 
+  // Update account details
+  updateAccount: async (
+    id: string,
+    updates: AccountUpdate,
+  ): Promise<{ id: string; display_name?: string }> => {
+    const response = await api.put<ApiResponse<{ id: string; display_name?: string }>>(
+      `/accounts/${id}`,
+      updates,
+    );
+    return response.data.data;
+  },
+
   // Get all balances
   getBalances: async (): Promise<Balance[]> => {
     const response = await api.get<ApiResponse<Balance[]>>("/balances");
     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[]>>(
@@ -56,21 +86,33 @@ export const apiClient = {
     page?: number;
     perPage?: number;
     search?: string;
-  }): Promise<Transaction[]> => {
+    summaryOnly?: boolean;
+    minAmount?: number;
+    maxAmount?: number;
+  }): Promise<ApiResponse<Transaction[]>> => {
     const queryParams = new URLSearchParams();
 
     if (params?.accountId) queryParams.append("account_id", params.accountId);
-    if (params?.startDate) queryParams.append("start_date", params.startDate);
+    if (params?.startDate) queryParams.append("date_from", params.startDate);
-    if (params?.endDate) queryParams.append("end_date", params.endDate);
+    if (params?.endDate) queryParams.append("date_to", params.endDate);
     if (params?.page) queryParams.append("page", params.page.toString());
     if (params?.perPage)
       queryParams.append("per_page", params.perPage.toString());
     if (params?.search) queryParams.append("search", params.search);
+    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()}`,
     );
-    return response.data.data;
+    return response.data;
   },
 
   // Get transaction by ID
@@ -125,6 +167,57 @@ export const apiClient = {
     const response = await api.get<ApiResponse<HealthData>>("/health");
     return response.data.data;
   },
+
+  // Analytics endpoints
+  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 +1,25 @@
 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
+  return new Intl.NumberFormat("en-US", {
-  const validCurrency =
+    style: "currency",
-    currency && /^[A-Z]{3}$/.test(currency) ? currency : "EUR";
+    currency,
-
+  }).format(amount);
-  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 formatDate(date: string): string {
+export function formatDate(dateString: string): string {
-  if (!date) return "No date";
+  const date = new Date(dateString);
-
+  return date.toLocaleDateString("en-US", {
-  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",
-  }).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/main.tsx

@@ -1,10 +1,28 @@
 import { StrictMode } from "react";
 import { createRoot } from "react-dom/client";
+import { createRouter, RouterProvider } from "@tanstack/react-router";
+import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
+import { ThemeProvider } from "./contexts/ThemeContext";
 import "./index.css";
-import App from "./App.tsx";
+import { routeTree } from "./routeTree.gen";
+
+const router = createRouter({ routeTree });
+
+const queryClient = new QueryClient({
+  defaultOptions: {
+    queries: {
+      refetchOnWindowFocus: false,
+      retry: 1,
+    },
+  },
+});
 
 createRoot(document.getElementById("root")!).render(
   <StrictMode>
-    <App />
+    <QueryClientProvider client={queryClient}>
+      <ThemeProvider>
+        <RouterProvider router={router} />
+      </ThemeProvider>
+    </QueryClientProvider>
   </StrictMode>,
 );

frontend/src/routeTree.gen.ts

@@ -0,0 +1,113 @@
+/* eslint-disable */
+
+// @ts-nocheck
+
+// noinspection JSUnusedGlobalSymbols
+
+// This file was automatically generated by TanStack Router.
+// You should NOT make any changes in this file as it will be overwritten.
+// Additionally, you should also exclude this file from your linter and/or formatter to prevent it from being checked or modified.
+
+import { Route as rootRouteImport } from './routes/__root'
+import { Route as TransactionsRouteImport } from './routes/transactions'
+import { Route as NotificationsRouteImport } from './routes/notifications'
+import { Route as AnalyticsRouteImport } from './routes/analytics'
+import { Route as IndexRouteImport } from './routes/index'
+
+const TransactionsRoute = TransactionsRouteImport.update({
+  id: '/transactions',
+  path: '/transactions',
+  getParentRoute: () => rootRouteImport,
+} as any)
+const NotificationsRoute = NotificationsRouteImport.update({
+  id: '/notifications',
+  path: '/notifications',
+  getParentRoute: () => rootRouteImport,
+} as any)
+const AnalyticsRoute = AnalyticsRouteImport.update({
+  id: '/analytics',
+  path: '/analytics',
+  getParentRoute: () => rootRouteImport,
+} as any)
+const IndexRoute = IndexRouteImport.update({
+  id: '/',
+  path: '/',
+  getParentRoute: () => rootRouteImport,
+} as any)
+
+export interface FileRoutesByFullPath {
+  '/': typeof IndexRoute
+  '/analytics': typeof AnalyticsRoute
+  '/notifications': typeof NotificationsRoute
+  '/transactions': typeof TransactionsRoute
+}
+export interface FileRoutesByTo {
+  '/': typeof IndexRoute
+  '/analytics': typeof AnalyticsRoute
+  '/notifications': typeof NotificationsRoute
+  '/transactions': typeof TransactionsRoute
+}
+export interface FileRoutesById {
+  __root__: typeof rootRouteImport
+  '/': typeof IndexRoute
+  '/analytics': typeof AnalyticsRoute
+  '/notifications': typeof NotificationsRoute
+  '/transactions': typeof TransactionsRoute
+}
+export interface FileRouteTypes {
+  fileRoutesByFullPath: FileRoutesByFullPath
+  fullPaths: '/' | '/analytics' | '/notifications' | '/transactions'
+  fileRoutesByTo: FileRoutesByTo
+  to: '/' | '/analytics' | '/notifications' | '/transactions'
+  id: '__root__' | '/' | '/analytics' | '/notifications' | '/transactions'
+  fileRoutesById: FileRoutesById
+}
+export interface RootRouteChildren {
+  IndexRoute: typeof IndexRoute
+  AnalyticsRoute: typeof AnalyticsRoute
+  NotificationsRoute: typeof NotificationsRoute
+  TransactionsRoute: typeof TransactionsRoute
+}
+
+declare module '@tanstack/react-router' {
+  interface FileRoutesByPath {
+    '/transactions': {
+      id: '/transactions'
+      path: '/transactions'
+      fullPath: '/transactions'
+      preLoaderRoute: typeof TransactionsRouteImport
+      parentRoute: typeof rootRouteImport
+    }
+    '/notifications': {
+      id: '/notifications'
+      path: '/notifications'
+      fullPath: '/notifications'
+      preLoaderRoute: typeof NotificationsRouteImport
+      parentRoute: typeof rootRouteImport
+    }
+    '/analytics': {
+      id: '/analytics'
+      path: '/analytics'
+      fullPath: '/analytics'
+      preLoaderRoute: typeof AnalyticsRouteImport
+      parentRoute: typeof rootRouteImport
+    }
+    '/': {
+      id: '/'
+      path: '/'
+      fullPath: '/'
+      preLoaderRoute: typeof IndexRouteImport
+      parentRoute: typeof rootRouteImport
+    }
+  }
+}
+
+const rootRouteChildren: RootRouteChildren = {
+  IndexRoute: IndexRoute,
+  AnalyticsRoute: AnalyticsRoute,
+  NotificationsRoute: NotificationsRoute,
+  TransactionsRoute: TransactionsRoute,
+}
+export const routeTree = rootRouteImport
+  ._addFileChildren(rootRouteChildren)
+  ._addFileTypes<FileRouteTypes>()

frontend/src/routes/__root.tsx

@@ -0,0 +1,33 @@
+import { createRootRoute, Outlet } from "@tanstack/react-router";
+import { useState } from "react";
+import Sidebar from "../components/Sidebar";
+import Header from "../components/Header";
+
+function RootLayout() {
+  const [sidebarOpen, setSidebarOpen] = useState(false);
+
+  return (
+    <div className="flex h-screen bg-background">
+      <Sidebar sidebarOpen={sidebarOpen} setSidebarOpen={setSidebarOpen} />
+
+      {/* Mobile overlay */}
+      {sidebarOpen && (
+        <div
+          className="fixed inset-0 z-40 bg-black/50 lg:hidden"
+          onClick={() => setSidebarOpen(false)}
+        />
+      )}
+
+      <div className="flex flex-col flex-1 overflow-hidden">
+        <Header setSidebarOpen={setSidebarOpen} />
+        <main className="flex-1 overflow-y-auto p-6">
+          <Outlet />
+        </main>
+      </div>
+    </div>
+  );
+}
+
+export const Route = createRootRoute({
+  component: RootLayout,
+});

frontend/src/routes/analytics.tsx

@@ -0,0 +1,153 @@
+import { createFileRoute } from "@tanstack/react-router";
+import { useQuery } from "@tanstack/react-query";
+import { useState } from "react";
+import {
+  CreditCard,
+  TrendingUp,
+  TrendingDown,
+  Activity,
+  Users,
+} from "lucide-react";
+import apiClient from "../lib/api";
+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 { Card, CardContent } from "../components/ui/card";
+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", selectedPeriod.days],
+    queryFn: () => apiClient.getTransactionStats(selectedPeriod.days),
+  });
+
+  const { data: accounts, isLoading: accountsLoading } = useQuery({
+    queryKey: ["accounts"],
+    queryFn: () => apiClient.getAccounts(),
+  });
+
+  const { data: balances, isLoading: balancesLoading } = useQuery({
+    queryKey: ["historical-balances", selectedPeriod.days],
+    queryFn: () => apiClient.getHistoricalBalances(selectedPeriod.days),
+  });
+
+  const isLoading = statsLoading || accountsLoading || balancesLoading;
+
+  if (isLoading) {
+    return (
+      <div className="p-6">
+        <div className="animate-pulse">
+          <div className="h-8 bg-muted rounded w-48 mb-6"></div>
+          <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-muted rounded"></div>
+            ))}
+          </div>
+          <div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
+            <div className="h-96 bg-muted rounded"></div>
+            <div className="h-96 bg-muted rounded"></div>
+          </div>
+        </div>
+      </div>
+    );
+  }
+
+  return (
+    <div className="p-6 space-y-8">
+      {/* Time Period Filter */}
+      <Card>
+        <CardContent className="p-4">
+          <TimePeriodFilter
+            selectedPeriod={selectedPeriod}
+            onPeriodChange={setSelectedPeriod}
+          />
+        </CardContent>
+      </Card>
+
+      {/* Stats Cards */}
+      <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}
+          subtitle={`Last ${stats?.period_days || 0} days`}
+          icon={Activity}
+        />
+        <StatCard
+          title="Total Income"
+          value={`€${(stats?.total_income || 0).toLocaleString()}`}
+          subtitle="Inflows this period"
+          icon={TrendingUp}
+          className="border-green-200"
+        />
+        <StatCard
+          title="Total Expenses"
+          value={`€${(stats?.total_expenses || 0).toLocaleString()}`}
+          subtitle="Outflows this period"
+          icon={TrendingDown}
+          className="border-red-200"
+        />
+      </div>
+
+      {/* Additional Stats */}
+      <div className="grid grid-cols-1 md:grid-cols-3 gap-6">
+        <StatCard
+          title="Net Change"
+          value={`€${(stats?.net_change || 0).toLocaleString()}`}
+          subtitle="Income minus expenses"
+          icon={CreditCard}
+          className={
+            (stats?.net_change || 0) >= 0
+              ? "border-green-200"
+              : "border-red-200"
+          }
+        />
+        <StatCard
+          title="Average Transaction"
+          value={`€${Math.abs(stats?.average_transaction || 0).toLocaleString()}`}
+          subtitle="Per transaction"
+          icon={Activity}
+        />
+        <StatCard
+          title="Active Accounts"
+          value={stats?.accounts_included || 0}
+          subtitle="With recent activity"
+          icon={Users}
+        />
+      </div>
+
+      {/* Charts */}
+      <div className="grid grid-cols-1 lg:grid-cols-2 gap-8">
+        <Card>
+          <CardContent className="p-6">
+            <BalanceChart data={balances || []} accounts={accounts || []} />
+          </CardContent>
+        </Card>
+        <Card>
+          <CardContent className="p-6">
+            <TransactionDistribution accounts={accounts || []} />
+          </CardContent>
+        </Card>
+      </div>
+
+      {/* Monthly Trends */}
+      <Card>
+        <CardContent className="p-6">
+          <MonthlyTrends days={selectedPeriod.days} />
+        </CardContent>
+      </Card>
+    </div>
+  );
+}
+
+export const Route = createFileRoute("/analytics")({
+  component: AnalyticsDashboard,
+});

frontend/src/routes/index.tsx

@@ -0,0 +1,6 @@
+import { createFileRoute } from "@tanstack/react-router";
+import AccountsOverview from "../components/AccountsOverview";
+
+export const Route = createFileRoute("/")({
+  component: AccountsOverview,
+});

frontend/src/routes/notifications.tsx

@@ -0,0 +1,6 @@
+import { createFileRoute } from "@tanstack/react-router";
+import Notifications from "../components/Notifications";
+
+export const Route = createFileRoute("/notifications")({
+  component: Notifications,
+});

frontend/src/routes/transactions.tsx

@@ -0,0 +1,11 @@
+import { createFileRoute } from "@tanstack/react-router";
+import TransactionsTable from "../components/TransactionsTable";
+
+export const Route = createFileRoute("/transactions")({
+  component: TransactionsTable,
+  validateSearch: (search) => ({
+    accountId: search.accountId as string | undefined,
+    startDate: search.startDate as string | undefined,
+    endDate: search.endDate as string | undefined,
+  }),
+});

frontend/src/types/api.ts

@@ -11,21 +11,78 @@ export interface Account {
   status: string;
   iban?: string;
   name?: string;
+  display_name?: string;
   currency?: string;
   created: string;
   last_accessed?: string;
   balances: AccountBalance[];
 }
 
-export interface Transaction {
+export interface AccountUpdate {
-  internal_transaction_id: string | null;
+  display_name?: string;
-  account_id: string;
+}
+
+export interface RawTransactionData {
+  transactionId?: string;
+  bookingDate?: string;
+  valueDate?: string;
+  bookingDateTime?: string;
+  valueDateTime?: string;
+  transactionAmount?: {
+    amount: string;
+    currency: string;
+  };
+  currencyExchange?: {
+    instructedAmount?: {
+      amount: string;
+      currency: string;
+    };
+    sourceCurrency?: string;
+    exchangeRate?: string;
+    unitCurrency?: string;
+    targetCurrency?: string;
+  };
+  creditorName?: string;
+  debtorName?: string;
+  debtorAccount?: {
+    iban?: string;
+  };
+  remittanceInformationUnstructuredArray?: string[];
+  proprietaryBankTransactionCode?: string;
+  balanceAfterTransaction?: {
+    balanceAmount: {
+      amount: string;
+      currency: string;
+    };
+    balanceType: string;
+  };
+  internalTransactionId?: string;
+  [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;
-  description: string;
-  date: 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
+  account_id: string;
+  transaction_value: number;
+  transaction_currency: string;
+  description: string;
+  transaction_date: string;
+  transaction_status: string;
   // Optional fields that may be present in some transactions
+  institution_id?: string;
+  iban?: string;
   booking_date?: string;
   value_date?: string;
   creditor_name?: string;
@@ -34,6 +91,8 @@ export interface Transaction {
   category?: string;
   created_at?: string;
   updated_at?: string;
+  // Raw transaction data (only present when summary_only=false)
+  raw_transaction?: RawTransactionData;
 }
 
 // Type for raw transaction data from API (before sanitization)
@@ -77,6 +136,14 @@ export interface ApiResponse<T> {
   data: T;
   message?: string;
   success: boolean;
+  pagination?: {
+    total: number;
+    page: number;
+    per_page: number;
+    total_pages: number;
+    has_next: boolean;
+    has_prev: boolean;
+  };
 }
 
 export interface PaginatedResponse<T> {
@@ -133,3 +200,16 @@ export interface HealthData {
   message?: string;
   error?: string;
 }
+
+// Analytics data types
+export interface TransactionStats {
+  period_days: number;
+  total_transactions: number;
+  booked_transactions: number;
+  pending_transactions: number;
+  total_income: number;
+  total_expenses: number;
+  net_change: number;
+  average_transaction: number;
+  accounts_included: number;
+}

frontend/tailwind.config.js

@@ -1,8 +1,57 @@
 /** @type {import('tailwindcss').Config} */
 export default {
+  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

@@ -1,7 +1,13 @@
 import { defineConfig } from "vite";
 import react from "@vitejs/plugin-react";
+import { TanStackRouterVite } from "@tanstack/router-vite-plugin";
 
 // https://vite.dev/config/
 export default defineConfig({
-  plugins: [react()],
+  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
 
@@ -24,6 +24,7 @@ class AccountDetails(BaseModel):
     status: str
     iban: Optional[str] = None
     name: Optional[str] = None
+    display_name: Optional[str] = None
     currency: Optional[str] = None
     created: datetime
     last_accessed: Optional[datetime] = None
@@ -33,10 +34,20 @@ class AccountDetails(BaseModel):
         json_encoders = {datetime: lambda v: v.isoformat() if v else None}
 
 
+class AccountUpdate(BaseModel):
+    """Account update model"""
+
+    display_name: Optional[str] = None
+
+    class Config:
+        json_encoders = {datetime: lambda v: v.isoformat() if v else None}
+
+
 class Transaction(BaseModel):
     """Transaction model"""
 
-    internal_transaction_id: Optional[str] = None
+    transaction_id: str  # NEW: stable bank-provided transaction ID
+    internal_transaction_id: Optional[str] = None  # OLD: unstable GoCardless ID
     institution_id: str
     iban: Optional[str] = None
     account_id: str
@@ -54,6 +65,7 @@ class Transaction(BaseModel):
 class TransactionSummary(BaseModel):
     """Transaction summary for lists"""
 
+    transaction_id: str  # NEW: stable bank-provided transaction ID
     internal_transaction_id: Optional[str] = None
     date: datetime
     description: str

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

@@ -1,15 +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 leggen.api.models.accounts import (
-from leggend.api.models.accounts import (
-    AccountDetails,
     AccountBalance,
+    AccountDetails,
+    AccountUpdate,
     Transaction,
     TransactionSummary,
 )
-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()
@@ -51,6 +53,7 @@ async def get_all_accounts() -> APIResponse:
                         status=db_account["status"],
                         iban=db_account.get("iban"),
                         name=db_account.get("name"),
+                        display_name=db_account.get("display_name"),
                         currency=db_account.get("currency"),
                         created=db_account["created"],
                         last_accessed=db_account.get("last_accessed"),
@@ -110,6 +113,7 @@ async def get_account_details(account_id: str) -> APIResponse:
             status=db_account["status"],
             iban=db_account.get("iban"),
             name=db_account.get("name"),
+            display_name=db_account.get("display_name"),
             currency=db_account.get("currency"),
             created=db_account["created"],
             last_accessed=db_account.get("last_accessed"),
@@ -214,6 +218,35 @@ 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,
@@ -243,7 +276,8 @@ async def get_account_transactions(
             # Return simplified transaction summaries
             data = [
                 TransactionSummary(
-                    internal_transaction_id=txn["internalTransactionId"],
+                    transaction_id=txn["transactionId"],  # NEW: stable bank-provided ID
+                    internal_transaction_id=txn.get("internalTransactionId"),
                     date=txn["transactionDate"],
                     description=txn["description"],
                     amount=txn["transactionValue"],
@@ -257,7 +291,8 @@ async def get_account_transactions(
             # Return full transaction details
             data = [
                 Transaction(
-                    internal_transaction_id=txn["internalTransactionId"],
+                    transaction_id=txn["transactionId"],  # NEW: stable bank-provided ID
+                    internal_transaction_id=txn.get("internalTransactionId"),
                     institution_id=txn["institutionId"],
                     iban=txn["iban"],
                     account_id=txn["accountId"],
@@ -285,3 +320,40 @@ async def get_account_transactions(
         raise HTTPException(
             status_code=404, detail=f"Failed to get transactions: {str(e)}"
         ) from e
+
+
+@router.put("/accounts/{account_id}", response_model=APIResponse)
+async def update_account_details(
+    account_id: str, update_data: AccountUpdate
+) -> APIResponse:
+    """Update account details (currently only display_name)"""
+    try:
+        # Get current account details
+        current_account = await database_service.get_account_details_from_db(account_id)
+
+        if not current_account:
+            raise HTTPException(
+                status_code=404, detail=f"Account {account_id} not found"
+            )
+
+        # Prepare updated account data
+        updated_account_data = current_account.copy()
+        if update_data.display_name is not None:
+            updated_account_data["display_name"] = update_data.display_name
+
+        # Persist updated account details
+        await database_service.persist_account_details(updated_account_data)
+
+        return APIResponse(
+            success=True,
+            data={"id": account_id, "display_name": update_data.display_name},
+            message=f"Account {account_id} display name updated successfully",
+        )
+
+    except HTTPException:
+        raise
+    except Exception as e:
+        logger.error(f"Failed to update account {account_id}: {e}")
+        raise HTTPException(
+            status_code=500, detail=f"Failed to update account: {str(e)}"
+        ) from e

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 leggen.api.models.banks import (
-from leggend.api.models.banks import (
-    BankInstitution,
     BankConnectionRequest,
-    BankRequisition,
     BankConnectionStatus,
+    BankInstitution,
+    BankRequisition,
 )
-from leggend.services.gocardless_service import GoCardlessService
+from leggen.api.models.common import APIResponse
-from leggend.utils.gocardless import REQUISITION_STATUS
+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 leggen.api.models.common import APIResponse
-from leggend.api.models.notifications import (
+from leggen.api.models.notifications import (
+    DiscordConfig,
+    NotificationFilters,
     NotificationSettings,
     NotificationTest,
-    DiscordConfig,
     TelegramConfig,
-    NotificationFilters,
 )
-from leggend.services.notification_service import NotificationService
+from leggen.services.notification_service import NotificationService
-from leggend.config import config
+from leggen.utils.config import config
 
 router = APIRouter()
 notification_service = NotificationService()
@@ -36,14 +37,11 @@ async def get_notification_settings() -> APIResponse:
             if discord_config.get("webhook")
             else None,
             telegram=TelegramConfig(
-                token="***"
+                token="***" if telegram_config.get("api-key") else "",
-                if (telegram_config.get("token") or telegram_config.get("api-key"))
+                chat_id=telegram_config.get("chat-id", 0),
-                else "",
-                chat_id=telegram_config.get("chat_id")
-                or telegram_config.get("chat-id", 0),
                 enabled=telegram_config.get("enabled", True),
             )
-            if (telegram_config.get("token") or telegram_config.get("api-key"))
+            if telegram_config.get("api-key")
             else None,
             filters=NotificationFilters(
                 case_insensitive=filters_config.get("case-insensitive", []),
@@ -79,8 +77,8 @@ async def update_notification_settings(settings: NotificationSettings) -> APIRes
 
         if settings.telegram:
             notifications_config["telegram"] = {
-                "token": settings.telegram.token,
+                "api-key": settings.telegram.token,
-                "chat_id": settings.telegram.chat_id,
+                "chat-id": settings.telegram.chat_id,
                 "enabled": settings.telegram.enabled,
             }
 
@@ -155,24 +153,12 @@ async def get_notification_services() -> APIResponse:
             "telegram": {
                 "name": "Telegram",
                 "enabled": bool(
-                    (
+                    notifications_config.get("telegram", {}).get("api-key")
-                        notifications_config.get("telegram", {}).get("token")
+                    and notifications_config.get("telegram", {}).get("chat-id")
-                        or notifications_config.get("telegram", {}).get("api-key")
-                    )
-                    and (
-                        notifications_config.get("telegram", {}).get("chat_id")
-                        or notifications_config.get("telegram", {}).get("chat-id")
-                    )
                 ),
                 "configured": bool(
-                    (
+                    notifications_config.get("telegram", {}).get("api-key")
-                        notifications_config.get("telegram", {}).get("token")
+                    and notifications_config.get("telegram", {}).get("chat-id")
-                        or notifications_config.get("telegram", {}).get("api-key")
-                    )
-                    and (
-                        notifications_config.get("telegram", {}).get("chat_id")
-                        or notifications_config.get("telegram", {}).get("chat-id")
-                    )
                 ),
                 "active": notifications_config.get("telegram", {}).get("enabled", True),
             },

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 leggen.api.models.common import APIResponse
-from leggend.api.models.sync import SyncRequest, SchedulerConfig
+from leggen.api.models.sync import SchedulerConfig, SyncRequest
-from leggend.services.sync_service import SyncService
+from leggen.background.scheduler import scheduler
-from leggend.background.scheduler import scheduler
+from leggen.services.sync_service import SyncService
-from leggend.config import config
+from leggen.utils.config import config
 
 router = APIRouter()
 sync_service = SyncService()

leggen/api/routes/transactions.py

@@ -1,20 +1,21 @@
-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
+from leggen.api.models.accounts import Transaction, TransactionSummary
-from leggend.api.models.accounts import Transaction, TransactionSummary
+from leggen.api.models.common import APIResponse, PaginatedResponse
-from leggend.services.database_service import DatabaseService
+from leggen.services.database_service import DatabaseService
 
 router = APIRouter()
 database_service = DatabaseService()
 
 
-@router.get("/transactions", response_model=APIResponse)
+@router.get("/transactions", response_model=PaginatedResponse)
 async def get_all_transactions(
-    limit: Optional[int] = Query(default=100, le=500),
+    page: int = Query(default=1, ge=1, description="Page number (1-based)"),
-    offset: Optional[int] = Query(default=0, ge=0),
+    per_page: int = Query(default=50, le=500, description="Items per page"),
     summary_only: bool = Query(
         default=True, description="Return transaction summaries only"
     ),
@@ -34,9 +35,13 @@ async def get_all_transactions(
         default=None, description="Search in transaction descriptions"
     ),
     account_id: Optional[str] = Query(default=None, description="Filter by account ID"),
-) -> APIResponse:
+) -> PaginatedResponse:
     """Get all transactions from database with filtering options"""
     try:
+        # Calculate offset from page and per_page
+        offset = (page - 1) * per_page
+        limit = per_page
+
         # Get transactions from database instead of GoCardless API
         db_transactions = await database_service.get_transactions_from_db(
             account_id=account_id,
@@ -59,23 +64,14 @@ async def get_all_transactions(
             search=search,
         )
 
-        # Get total count for pagination info
-        total_transactions = await database_service.get_transaction_count_from_db(
-            account_id=account_id,
-            date_from=date_from,
-            date_to=date_to,
-            min_amount=min_amount,
-            max_amount=max_amount,
-            search=search,
-        )
-
         data: Union[List[TransactionSummary], List[Transaction]]
 
         if summary_only:
             # Return simplified transaction summaries
             data = [
                 TransactionSummary(
-                    internal_transaction_id=txn["internalTransactionId"],
+                    transaction_id=txn["transactionId"],  # NEW: stable bank-provided ID
+                    internal_transaction_id=txn.get("internalTransactionId"),
                     date=txn["transactionDate"],
                     description=txn["description"],
                     amount=txn["transactionValue"],
@@ -89,7 +85,8 @@ async def get_all_transactions(
             # Return full transaction details
             data = [
                 Transaction(
-                    internal_transaction_id=txn["internalTransactionId"],
+                    transaction_id=txn["transactionId"],  # NEW: stable bank-provided ID
+                    internal_transaction_id=txn.get("internalTransactionId"),
                     institution_id=txn["institutionId"],
                     iban=txn["iban"],
                     account_id=txn["accountId"],
@@ -103,11 +100,19 @@ async def get_all_transactions(
                 for txn in db_transactions
             ]
 
-        actual_offset = offset or 0
+        total_pages = (total_transactions + per_page - 1) // per_page
-        return APIResponse(
+
+        return PaginatedResponse(
             success=True,
             data=data,
-            message=f"Retrieved {len(data)} transactions (showing {actual_offset + 1}-{actual_offset + len(data)} of {total_transactions})",
+            pagination={
+                "total": total_transactions,
+                "page": page,
+                "per_page": per_page,
+                "total_pages": total_pages,
+                "has_next": page < total_pages,
+                "has_prev": page > 1,
+            },
         )
 
     except Exception as e:
@@ -198,3 +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 Any, Dict, List, Optional, Union
-from typing import Dict, Any, Optional, List, Union
 from urllib.parse import urljoin
 
+import requests
+
 from leggen.utils.text import error
 
 
-class LeggendAPIClient:
+class LeggenAPIClient:
-    """Client for communicating with the leggend FastAPI service"""
+    """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 leggen.services.notification_service import NotificationService
-from leggend.services.sync_service import SyncService
+from leggen.services.sync_service import SyncService
-from leggend.services.notification_service import NotificationService
+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

@@ -0,0 +1,68 @@
+"""Generate sample database command."""
+
+from pathlib import Path
+
+import click
+
+
+@click.command()
+@click.option(
+    "--database",
+    type=click.Path(path_type=Path),
+    help="Path to database file (default: uses LEGGEN_DATABASE_PATH or ~/.config/leggen/leggen-dev.db)",
+)
+@click.option(
+    "--accounts",
+    type=int,
+    default=3,
+    help="Number of sample accounts to generate (default: 3)",
+)
+@click.option(
+    "--transactions",
+    type=int,
+    default=50,
+    help="Number of transactions per account (default: 50)",
+)
+@click.option(
+    "--force",
+    is_flag=True,
+    help="Overwrite existing database without confirmation",
+)
+@click.pass_context
+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 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"
+    )
+
+    # 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)
+    except subprocess.CalledProcessError as e:
+        click.echo(f"Error generating sample database: {e}")
+        ctx.exit(1)
+
+
+# Export the command
+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 leggen.api.routes import accounts, banks, notifications, sync, transactions
-from leggend.background.scheduler import scheduler
+from leggen.background.scheduler import scheduler
-from leggend.config import config
+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,
@@ -119,43 +121,58 @@ def create_app() -> FastAPI:
     return app
 
 
-def main():
+@click.command()
-    import argparse
+@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")
+    # Get config_dir and database from main CLI context
-    parser.add_argument(
+    config_dir = None
-        "--reload", action="store_true", help="Enable auto-reload for development"
+    database = None
-    )
+    if ctx.parent:
-    parser.add_argument(
+        config_dir = ctx.parent.params.get("config_dir")
-        "--host", default="0.0.0.0", help="Host to bind to (default: 0.0.0.0)"
+        database = ctx.parent.params.get("database")
-    )
-    parser.add_argument(
-        "--port", type=int, default=8000, help="Port to bind to (default: 8000)"
-    )
-    args = parser.parse_args()
 
-    if args.reload:
+    # Set up path manager with user-provided paths
+    if config_dir:
+        path_manager.set_config_dir(config_dir)
+    if database:
+        path_manager.set_database_path(database)
+
+    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,
+            host=host,
-            port=args.port,
+            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,
+            host=host,
-            port=args.port,
+            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

@@ -1,538 +0,0 @@
-import json
-import sqlite3
-from sqlite3 import IntegrityError
-
-import click
-
-from leggen.utils.text import success, warning
-
-
-def persist_balances(ctx: click.Context, balance: dict):
-    # Connect to SQLite database
-    from pathlib import Path
-
-    db_path = Path.home() / ".config" / "leggen" / "leggen.db"
-    db_path.parent.mkdir(parents=True, exist_ok=True)
-    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
-    from pathlib import Path
-
-    db_path = Path.home() / ".config" / "leggen" / "leggen.db"
-    db_path.parent.mkdir(parents=True, exist_ok=True)
-    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 (
-        internalTransactionId TEXT PRIMARY KEY,
-        institutionId TEXT,
-        iban TEXT,
-        transactionDate DATETIME,
-        description TEXT,
-        transactionValue REAL,
-        transactionCurrency TEXT,
-        transactionStatus TEXT,
-        accountId TEXT,
-        rawTransaction JSON
-    )"""
-    )
-
-    # Create indexes for better performance
-    cursor.execute(
-        """CREATE INDEX IF NOT EXISTS idx_transactions_account_id
-           ON transactions(accountId)"""
-    )
-    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 INTO transactions (
-        internalTransactionId,
-        institutionId,
-        iban,
-        transactionDate,
-        description,
-        transactionValue,
-        transactionCurrency,
-        transactionStatus,
-        accountId,
-        rawTransaction
-    ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)"""
-
-    new_transactions = []
-
-    for transaction in transactions:
-        try:
-            cursor.execute(
-                insert_sql,
-                (
-                    transaction["internalTransactionId"],
-                    transaction["institutionId"],
-                    transaction["iban"],
-                    transaction["transactionDate"],
-                    transaction["description"],
-                    transaction["transactionValue"],
-                    transaction["transactionCurrency"],
-                    transaction["transactionStatus"],
-                    transaction["accountId"],
-                    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"""
-    from pathlib import Path
-
-    db_path = Path.home() / ".config" / "leggen" / "leggen.db"
-    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"""
-    from pathlib import Path
-
-    db_path = Path.home() / ".config" / "leggen" / "leggen.db"
-    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)"""
-    from pathlib import Path
-
-    db_path = Path.home() / ".config" / "leggen" / "leggen.db"
-    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"""
-    from pathlib import Path
-
-    db_path = Path.home() / ".config" / "leggen" / "leggen.db"
-    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"""
-    from pathlib import Path
-
-    db_path = Path.home() / ".config" / "leggen" / "leggen.db"
-    db_path.parent.mkdir(parents=True, exist_ok=True)
-    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"""
-    from pathlib import Path
-
-    db_path = Path.home() / ".config" / "leggen" / "leggen.db"
-    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"""
-    from pathlib import Path
-
-    db_path = Path.home() / ".config" / "leggen" / "leggen.db"
-    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

@@ -6,6 +6,7 @@ from pathlib import Path
 import click
 
 from leggen.utils.config import load_config
+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"))
@@ -77,7 +78,7 @@ class Group(click.Group):
     "-c",
     "--config",
     type=click.Path(dir_okay=False),
-    default=Path.home() / ".config" / "leggen" / "config.toml",
+    default=lambda: str(path_manager.get_config_file_path()),
     show_default=True,
     callback=load_config,
     is_eager=True,
@@ -86,13 +87,27 @@ class Group(click.Group):
     show_envvar=True,
     help="Path to TOML configuration file",
 )
+@click.option(
+    "--config-dir",
+    type=click.Path(exists=False, file_okay=False, path_type=Path),
+    envvar="LEGGEN_CONFIG_DIR",
+    show_envvar=True,
+    help="Directory containing configuration files (default: ~/.config/leggen)",
+)
+@click.option(
+    "--database",
+    type=click.Path(dir_okay=False, path_type=Path),
+    envvar="LEGGEN_DATABASE_PATH",
+    show_envvar=True,
+    help="Path to SQLite database file (default: <config-dir>/leggen.db)",
+)
 @click.option(
     "--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,
@@ -100,7 +115,7 @@ class Group(click.Group):
 )
 @click.version_option(package_name="leggen")
 @click.pass_context
-def cli(ctx: click.Context, api_url: str):
+def cli(ctx: click.Context, config_dir: Path, database: Path, api_url: str):
     """
     Leggen: An Open Banking CLI
     """
@@ -109,5 +124,11 @@ def cli(ctx: click.Context, api_url: str):
     if "--help" in sys.argv[1:] or "-h" in sys.argv[1:]:
         return
 
+    # Set up path manager with user-provided paths
+    if config_dir:
+        path_manager.set_config_dir(config_dir)
+    if database:
+        path_manager.set_database_path(database)
+
     # Store API URL in context for commands to use
     ctx.obj["api_url"] = api_url

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/gocardless_service.py

@@ -1,11 +1,12 @@
 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
 
 
 def _log_rate_limits(response):
@@ -39,8 +40,8 @@ class GoCardlessService:
         if self._token:
             return self._token
 
-        # Use ~/.config/leggen for consistency with main config
+        # Use path manager for auth file
-        auth_file = Path.home() / ".config" / "leggen" / "auth.json"
+        auth_file = path_manager.get_auth_file_path()
 
         if auth_file.exists():
             try:

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:
@@ -110,33 +110,77 @@ class NotificationService:
         telegram_config = self.notifications_config.get("telegram", {})
         return bool(
             telegram_config.get("token")
-            or telegram_config.get("api-key")
+            and telegram_config.get("chat_id")
-            and (telegram_config.get("chat_id") or 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"""
+        """Send Discord notifications for transactions"""
-        # Would import and use leggen.notifications.discord
+        try:
-        logger.info(f"Sending {len(transactions)} transaction notifications to Discord")
+            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"""
+        """Send Telegram notifications for transactions"""
-        # Would import and use leggen.notifications.telegram
+        try:
-        logger.info(
+            import click
-            f"Sending {len(transactions)} transaction notifications to Telegram"
+
-        )
+            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 = {
@@ -165,19 +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("token")
+                        "api-key": telegram_config.get("token"),
-                        or telegram_config.get("api-key"),
+                        "chat-id": telegram_config.get("chat_id"),
-                        "chat-id": telegram_config.get("chat_id")
-                        or telegram_config.get("chat-id"),
                     }
                 }
             }
@@ -197,8 +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 leggen.api.models.sync import SyncResult, SyncStatus
-from leggend.services.gocardless_service import GoCardlessService
+from leggen.services.database_service import DatabaseService
-from leggend.services.database_service import DatabaseService
+from leggen.services.gocardless_service import GoCardlessService
-from leggend.services.notification_service import NotificationService
+from leggen.services.notification_service import NotificationService
 
 
 class SyncService:
@@ -55,26 +55,45 @@ class SyncService:
                         account_id
                     )
 
-                    # Persist account details to database
+                    # Get balances to extract currency information
-                    if account_details:
-                        await self.database.persist_account_details(account_details)
-
-                    # Get and save balances
                     balances = await self.gocardless.get_account_balances(account_id)
-                    if balances and account_details:
+
+                    # Enrich account details with currency and persist
+                    if account_details and balances:
+                        enriched_account_details = account_details.copy()
+
+                        # Extract currency from first balance
+                        balances_list = balances.get("balances", [])
+                        if balances_list:
+                            first_balance = balances_list[0]
+                            balance_amount = first_balance.get("balanceAmount", {})
+                            currency = balance_amount.get("currency")
+                            if currency:
+                                enriched_account_details["currency"] = currency
+
+                        # Persist enriched account details to database
+                        await self.database.persist_account_details(
+                            enriched_account_details
+                        )
+
                         # Merge account details into balances data for proper persistence
                         balances_with_account_info = balances.copy()
                         balances_with_account_info["institution_id"] = (
-                            account_details.get("institution_id")
+                            enriched_account_details.get("institution_id")
+                        )
+                        balances_with_account_info["iban"] = (
+                            enriched_account_details.get("iban")
                         )
-                        balances_with_account_info["iban"] = account_details.get("iban")
                         balances_with_account_info["account_status"] = (
-                            account_details.get("status")
+                            enriched_account_details.get("status")
                         )
                         await self.database.persist_balance(
                             account_id, balances_with_account_info
                         )
                         balances_updated += len(balances.get("balances", []))
+                    elif account_details:
+                        # Fallback: persist account details without currency if balances failed
+                        await self.database.persist_account_details(account_details)
 
                     # Get and save transactions
                     transactions = await self.gocardless.get_account_transactions(

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,
+        }