first commit

.gitignore

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+# Node.js and npm
+node_modules/
+npm-debug.log
+yarn-error.log
+yarn.lock
+package-lock.json
+pnp.js
+
+# React build output
+build/
+dist/
+out/
+
+# Environment variables
+.env
+.env.local
+.env.development.local
+.env.test.local
+.env.production.local
+
+# Logs
+logs/
+*.log
+*.log.*
+
+# Dependency caches
+.pnp.*
+.eslintcache
+.parcel-cache
+.cache
+
+# Editor and IDE files
+.vscode/
+.idea/
+*.sublime-project
+*.sublime-workspace
+
+# Operating system files
+.DS_Store
+Thumbs.db
+
+# Testing
+coverage/
+*.lcov
+
+# Miscellaneous
+temp/
+tmp/
+*.bak
+*.swp
+*.swo
+

backend/backend/alembic.ini

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+# A generic, single database configuration.
+
+[alembic]
+# path to migration scripts.
+# this is typically a path given in POSIX (e.g. forward slashes)
+# format, relative to the token %(here)s which refers to the location of this
+# ini file
+script_location = %(here)s/alembic
+
+# template used to generate migration file names; The default value is %%(rev)s_%%(slug)s
+# Uncomment the line below if you want the files to be prepended with date and time
+# see https://alembic.sqlalchemy.org/en/latest/tutorial.html#editing-the-ini-file
+# for all available tokens
+# file_template = %%(year)d_%%(month).2d_%%(day).2d_%%(hour).2d%%(minute).2d-%%(rev)s_%%(slug)s
+
+# sys.path path, will be prepended to sys.path if present.
+# defaults to the current working directory.  for multiple paths, the path separator
+# is defined by "path_separator" below.
+prepend_sys_path = .
+
+
+# timezone to use when rendering the date within the migration file
+# as well as the filename.
+# If specified, requires the python>=3.9 or backports.zoneinfo library and tzdata library.
+# Any required deps can installed by adding `alembic[tz]` to the pip requirements
+# string value is passed to ZoneInfo()
+# leave blank for localtime
+# timezone =
+
+# max length of characters to apply to the "slug" field
+# truncate_slug_length = 40
+
+# set to 'true' to run the environment during
+# the 'revision' command, regardless of autogenerate
+# revision_environment = false
+
+# set to 'true' to allow .pyc and .pyo files without
+# a source .py file to be detected as revisions in the
+# versions/ directory
+# sourceless = false
+
+# version location specification; This defaults
+# to <script_location>/versions.  When using multiple version
+# directories, initial revisions must be specified with --version-path.
+# The path separator used here should be the separator specified by "path_separator"
+# below.
+# version_locations = %(here)s/bar:%(here)s/bat:%(here)s/alembic/versions
+
+# path_separator; This indicates what character is used to split lists of file
+# paths, including version_locations and prepend_sys_path within configparser
+# files such as alembic.ini.
+# The default rendered in new alembic.ini files is "os", which uses os.pathsep
+# to provide os-dependent path splitting.
+#
+# Note that in order to support legacy alembic.ini files, this default does NOT
+# take place if path_separator is not present in alembic.ini.  If this
+# option is omitted entirely, fallback logic is as follows:
+#
+# 1. Parsing of the version_locations option falls back to using the legacy
+#    "version_path_separator" key, which if absent then falls back to the legacy
+#    behavior of splitting on spaces and/or commas.
+# 2. Parsing of the prepend_sys_path option falls back to the legacy
+#    behavior of splitting on spaces, commas, or colons.
+#
+# Valid values for path_separator are:
+#
+# path_separator = :
+# path_separator = ;
+# path_separator = space
+# path_separator = newline
+#
+# Use os.pathsep. Default configuration used for new projects.
+path_separator = os
+
+# set to 'true' to search source files recursively
+# in each "version_locations" directory
+# new in Alembic version 1.10
+# recursive_version_locations = false
+
+# the output encoding used when revision files
+# are written from script.py.mako
+# output_encoding = utf-8
+
+# database URL.  This is consumed by the user-maintained env.py script only.
+# other means of configuring database URLs may be customized within the env.py
+# file.
+sqlalchemy.url = sqlite:///./hoa_app.db
+
+
+[post_write_hooks]
+# post_write_hooks defines scripts or Python functions that are run
+# on newly generated revision scripts.  See the documentation for further
+# detail and examples
+
+# format using "black" - use the console_scripts runner, against the "black" entrypoint
+# hooks = black
+# black.type = console_scripts
+# black.entrypoint = black
+# black.options = -l 79 REVISION_SCRIPT_FILENAME
+
+# lint with attempts to fix using "ruff" - use the module runner, against the "ruff" module
+# hooks = ruff
+# ruff.type = module
+# ruff.module = ruff
+# ruff.options = check --fix REVISION_SCRIPT_FILENAME
+
+# Alternatively, use the exec runner to execute a binary found on your PATH
+# hooks = ruff
+# ruff.type = exec
+# ruff.executable = ruff
+# ruff.options = check --fix REVISION_SCRIPT_FILENAME
+
+# Logging configuration.  This is also consumed by the user-maintained
+# env.py script only.
+[loggers]
+keys = root,sqlalchemy,alembic
+
+[handlers]
+keys = console
+
+[formatters]
+keys = generic
+
+[logger_root]
+level = WARNING
+handlers = console
+qualname =
+
+[logger_sqlalchemy]
+level = WARNING
+handlers =
+qualname = sqlalchemy.engine
+
+[logger_alembic]
+level = INFO
+handlers =
+qualname = alembic
+
+[handler_console]
+class = StreamHandler
+args = (sys.stderr,)
+level = NOTSET
+formatter = generic
+
+[formatter_generic]
+format = %(levelname)-5.5s [%(name)s] %(message)s
+datefmt = %H:%M:%S

backend/backend/alembic/README

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+Generic single-database configuration.

backend/backend/alembic/env.py

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+from logging.config import fileConfig
+
+from sqlalchemy import engine_from_config
+from sqlalchemy import pool
+
+from alembic import context
+
+import sys
+import os
+sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), '..', 'hoa_app')))
+from hoa_app.models import Base
+from hoa_app.database import engine
+
+# this is the Alembic Config object, which provides
+# access to the values within the .ini file in use.
+config = context.config
+
+# Interpret the config file for Python logging.
+# This line sets up loggers basically.
+if config.config_file_name is not None:
+    fileConfig(config.config_file_name)
+
+# add your model's MetaData object here
+# for 'autogenerate' support
+# from myapp import mymodel
+# target_metadata = mymodel.Base.metadata
+target_metadata = Base.metadata
+
+# other values from the config, defined by the needs of env.py,
+# can be acquired:
+# my_important_option = config.get_main_option("my_important_option")
+# ... etc.
+
+
+def run_migrations_offline() -> None:
+    """Run migrations in 'offline' mode.
+
+    This configures the context with just a URL
+    and not an Engine, though an Engine is acceptable
+    here as well.  By skipping the Engine creation
+    we don't even need a DBAPI to be available.
+
+    Calls to context.execute() here emit the given string to the
+    script output.
+
+    """
+    url = config.get_main_option("sqlalchemy.url")
+    context.configure(
+        url=url,
+        target_metadata=target_metadata,
+        literal_binds=True,
+        dialect_opts={"paramstyle": "named"},
+    )
+
+    with context.begin_transaction():
+        context.run_migrations()
+
+
+def run_migrations_online() -> None:
+    """Run migrations in 'online' mode.
+
+    In this scenario we need to create an Engine
+    and associate a connection with the context.
+
+    """
+    connectable = engine
+
+    with connectable.connect() as connection:
+        context.configure(
+            connection=connection, target_metadata=target_metadata
+        )
+
+        with context.begin_transaction():
+            context.run_migrations()
+
+
+if context.is_offline_mode():
+    run_migrations_offline()
+else:
+    run_migrations_online()

backend/backend/alembic/script.py.mako

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+"""${message}
+
+Revision ID: ${up_revision}
+Revises: ${down_revision | comma,n}
+Create Date: ${create_date}
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+${imports if imports else ""}
+
+# revision identifiers, used by Alembic.
+revision: str = ${repr(up_revision)}
+down_revision: Union[str, Sequence[str], None] = ${repr(down_revision)}
+branch_labels: Union[str, Sequence[str], None] = ${repr(branch_labels)}
+depends_on: Union[str, Sequence[str], None] = ${repr(depends_on)}
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    ${upgrades if upgrades else "pass"}
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    ${downgrades if downgrades else "pass"}

backend/backend/alembic/versions/75408262fa43_add_reconciled_to_transactions.py

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+"""add reconciled to transactions
+
+Revision ID: 75408262fa43
+Revises: 7d2e68fbff09
+Create Date: 2025-07-16 15:11:00.818672
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '75408262fa43'
+down_revision: Union[str, Sequence[str], None] = '7d2e68fbff09'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('transactions', sa.Column('reconciled', sa.Boolean(), nullable=True))
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_column('transactions', 'reconciled')
+    # ### end Alembic commands ###

backend/backend/alembic/versions/7d2e68fbff09_cashflow_entry_projected_and_actual_.py

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+"""cashflow entry projected and actual split
+
+Revision ID: 7d2e68fbff09
+Revises: c1be870c3f79
+Create Date: 2025-07-16 10:25:24.891489
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '7d2e68fbff09'
+down_revision: Union[str, Sequence[str], None] = 'c1be870c3f79'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('cash_flow_entries', sa.Column('projected_amount', sa.Float(), nullable=True))
+    op.add_column('cash_flow_entries', sa.Column('actual_amount', sa.Float(), nullable=True))
+    op.drop_column('cash_flow_entries', 'amount')
+    op.drop_column('cash_flow_entries', 'is_actual')
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('cash_flow_entries', sa.Column('is_actual', sa.BOOLEAN(), nullable=True))
+    op.add_column('cash_flow_entries', sa.Column('amount', sa.FLOAT(), nullable=False))
+    op.drop_column('cash_flow_entries', 'actual_amount')
+    op.drop_column('cash_flow_entries', 'projected_amount')
+    # ### end Alembic commands ###

backend/backend/alembic/versions/b2d22e13e06c_initial_tables.py

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+"""Initial tables
+
+Revision ID: b2d22e13e06c
+Revises: 
+Create Date: 2025-07-10 10:17:44.144159
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'b2d22e13e06c'
+down_revision: Union[str, Sequence[str], None] = None
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table('buckets',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('name', sa.String(), nullable=False),
+    sa.Column('description', sa.String(), nullable=True),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('name')
+    )
+    op.create_index(op.f('ix_buckets_id'), 'buckets', ['id'], unique=False)
+    op.create_table('roles',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('name', sa.Enum('admin', 'user', name='roleenum'), nullable=False),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('name')
+    )
+    op.create_index(op.f('ix_roles_id'), 'roles', ['id'], unique=False)
+    op.create_table('accounts',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('bucket_id', sa.Integer(), nullable=True),
+    sa.Column('name', sa.String(), nullable=False),
+    sa.Column('type', sa.Enum('checking', 'savings', 'cd', 'tbill', 'other', name='accounttypeenum'), nullable=False),
+    sa.Column('interest_rate', sa.Float(), nullable=True),
+    sa.Column('maturity_date', sa.DateTime(), nullable=True),
+    sa.Column('balance', sa.Float(), nullable=True),
+    sa.Column('last_validated_at', sa.DateTime(), nullable=True),
+    sa.ForeignKeyConstraint(['bucket_id'], ['buckets.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_accounts_id'), 'accounts', ['id'], unique=False)
+    op.create_table('users',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('username', sa.String(), nullable=False),
+    sa.Column('password_hash', sa.String(), nullable=False),
+    sa.Column('role_id', sa.Integer(), nullable=True),
+    sa.Column('created_at', sa.DateTime(), nullable=True),
+    sa.ForeignKeyConstraint(['role_id'], ['roles.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_users_id'), 'users', ['id'], unique=False)
+    op.create_index(op.f('ix_users_username'), 'users', ['username'], unique=True)
+    op.create_table('cash_flows',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('account_id', sa.Integer(), nullable=True),
+    sa.Column('type', sa.Enum('inflow', 'outflow', name='cashflowtypeenum'), nullable=False),
+    sa.Column('estimate_actual', sa.Boolean(), nullable=True),
+    sa.Column('amount', sa.Float(), nullable=False),
+    sa.Column('date', sa.DateTime(), nullable=False),
+    sa.Column('description', sa.String(), nullable=True),
+    sa.ForeignKeyConstraint(['account_id'], ['accounts.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_cash_flows_id'), 'cash_flows', ['id'], unique=False)
+    op.create_table('transactions',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('account_id', sa.Integer(), nullable=True),
+    sa.Column('type', sa.Enum('deposit', 'withdrawal', 'transfer', name='transactiontypeenum'), nullable=False),
+    sa.Column('amount', sa.Float(), nullable=False),
+    sa.Column('date', sa.DateTime(), nullable=True),
+    sa.Column('description', sa.String(), nullable=True),
+    sa.Column('related_account_id', sa.Integer(), nullable=True),
+    sa.Column('reconciled', sa.Boolean(), nullable=False, server_default=sa.false()),
+    sa.ForeignKeyConstraint(['account_id'], ['accounts.id'], ),
+    sa.ForeignKeyConstraint(['related_account_id'], ['accounts.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_transactions_id'), 'transactions', ['id'], unique=False)
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_index(op.f('ix_transactions_id'), table_name='transactions')
+    op.drop_table('transactions')
+    op.drop_index(op.f('ix_cash_flows_id'), table_name='cash_flows')
+    op.drop_table('cash_flows')
+    op.drop_index(op.f('ix_users_username'), table_name='users')
+    op.drop_index(op.f('ix_users_id'), table_name='users')
+    op.drop_table('users')
+    op.drop_index(op.f('ix_accounts_id'), table_name='accounts')
+    op.drop_table('accounts')
+    op.drop_index(op.f('ix_roles_id'), table_name='roles')
+    op.drop_table('roles')
+    op.drop_index(op.f('ix_buckets_id'), table_name='buckets')
+    op.drop_table('buckets')
+    # ### end Alembic commands ###

backend/backend/alembic/versions/c1be870c3f79_cashflow_entry_projected_and_actual_.py

@@ -0,0 +1,32 @@
+"""cashflow entry projected and actual split
+
+Revision ID: c1be870c3f79
+Revises: b2d22e13e06c
+Create Date: 2025-07-16 10:24:38.744257
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'c1be870c3f79'
+down_revision: Union[str, Sequence[str], None] = 'b2d22e13e06c'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    pass
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    pass
+    # ### end Alembic commands ###

backend/backend/forecast_operating_2025_2026.json

@@ -0,0 +1,245 @@
+[
+  {
+    "account_id": 1,
+    "forecast": [
+      {
+        "date": "2025-01-01",
+        "balance": 21217.22
+      },
+      {
+        "date": "2025-02-01",
+        "balance": 20643.65
+      },
+      {
+        "date": "2025-03-01",
+        "balance": 61910.86
+      },
+      {
+        "date": "2025-04-01",
+        "balance": 121869.26
+      },
+      {
+        "date": "2025-05-01",
+        "balance": 116787.51
+      },
+      {
+        "date": "2025-06-01",
+        "balance": 97474.75
+      },
+      {
+        "date": "2025-07-01",
+        "balance": 28876.15
+      },
+      {
+        "date": "2025-08-01",
+        "balance": 19355.15
+      },
+      {
+        "date": "2025-09-01",
+        "balance": 19334.15
+      },
+      {
+        "date": "2025-10-01",
+        "balance": 19313.15
+      },
+      {
+        "date": "2025-11-01",
+        "balance": 19292.15
+      },
+      {
+        "date": "2025-12-01",
+        "balance": 9771.150000000001
+      },
+      {
+        "date": "2026-01-01",
+        "balance": 4130.810000000001
+      },
+      {
+        "date": "2026-02-01",
+        "balance": 42964.850000000006
+      },
+      {
+        "date": "2026-03-01",
+        "balance": 101023.85
+      },
+      {
+        "date": "2026-04-01",
+        "balance": 100182.74
+      },
+      {
+        "date": "2026-05-01",
+        "balance": 92845.96
+      },
+      {
+        "date": "2026-06-01",
+        "balance": 32192.390000000007
+      }
+    ],
+    "is_primary": true,
+    "alert": false,
+    "account_name": "Checking 5345",
+    "account_type": "Checking"
+  },
+  {
+    "account_id": 2,
+    "forecast": [
+      {
+        "date": "2025-01-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-02-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-03-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-04-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-05-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-06-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-07-01",
+        "balance": 30000
+      },
+      {
+        "date": "2025-08-01",
+        "balance": 30096.25
+      },
+      {
+        "date": "2025-09-01",
+        "balance": 30192.808802083335
+      },
+      {
+        "date": "2025-10-01",
+        "balance": 30289.67739699002
+      },
+      {
+        "date": "2025-11-01",
+        "balance": 30386.856778638696
+      },
+      {
+        "date": "2025-12-01",
+        "balance": 30484.34794413683
+      },
+      {
+        "date": "2026-01-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-02-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-03-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-04-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-05-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-06-01",
+        "balance": 30096.25
+      }
+    ],
+    "is_primary": false,
+    "alert": false,
+    "account_name": "CD - 6mo Op",
+    "account_type": "CD"
+  },
+  {
+    "account_id": 5,
+    "forecast": [
+      {
+        "date": "2025-01-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-02-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-03-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-04-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-05-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-06-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-07-01",
+        "balance": 30000
+      },
+      {
+        "date": "2025-08-01",
+        "balance": 30050
+      },
+      {
+        "date": "2025-09-01",
+        "balance": 20584.25
+      },
+      {
+        "date": "2025-10-01",
+        "balance": 11102.72375
+      },
+      {
+        "date": "2025-11-01",
+        "balance": 1605.3949562499993
+      },
+      {
+        "date": "2025-12-01",
+        "balance": 1608.070614510416
+      },
+      {
+        "date": "2026-01-01",
+        "balance": 1610.7507322012666
+      },
+      {
+        "date": "2026-02-01",
+        "balance": 1613.4353167549355
+      },
+      {
+        "date": "2026-03-01",
+        "balance": 1616.1243756161937
+      },
+      {
+        "date": "2026-04-01",
+        "balance": 1618.8179162422207
+      },
+      {
+        "date": "2026-05-01",
+        "balance": 1621.5159461026244
+      },
+      {
+        "date": "2026-06-01",
+        "balance": 31674.218472679462
+      }
+    ],
+    "is_primary": false,
+    "alert": false,
+    "account_name": "Money Market Operating",
+    "account_type": "Money Market"
+  }
+]

backend/backend/frontend/.gitignore

@@ -0,0 +1,23 @@
+# See https://help.github.com/articles/ignoring-files/ for more about ignoring files.
+
+# dependencies
+/node_modules
+/.pnp
+.pnp.js
+
+# testing
+/coverage
+
+# production
+/build
+
+# misc
+.DS_Store
+.env.local
+.env.development.local
+.env.test.local
+.env.production.local
+
+npm-debug.log*
+yarn-debug.log*
+yarn-error.log*

backend/backend/frontend/forecast_2026.json

@@ -0,0 +1,173 @@
+[
+  {
+    "account_id": 1,
+    "forecast": [
+      {
+        "date": "2026-01-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-02-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-03-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-04-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-05-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-06-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-07-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-08-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-09-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-10-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-11-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-12-01",
+        "balance": 0
+      }
+    ],
+    "is_primary": true,
+    "alert": true,
+    "account_name": "Checking 5345",
+    "account_type": "Checking"
+  },
+  {
+    "account_id": 2,
+    "forecast": [
+      {
+        "date": "2026-01-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-02-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-03-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-04-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-05-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-06-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-07-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-08-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-09-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-10-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-11-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-12-01",
+        "balance": 0
+      }
+    ],
+    "is_primary": false,
+    "alert": false,
+    "account_name": "CD - 6mo Op",
+    "account_type": "CD"
+  },
+  {
+    "account_id": 5,
+    "forecast": [
+      {
+        "date": "2026-01-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-02-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-03-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-04-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-05-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-06-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-07-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-08-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-09-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-10-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-11-01",
+        "balance": 0
+      },
+      {
+        "date": "2026-12-01",
+        "balance": 0
+      }
+    ],
+    "is_primary": false,
+    "alert": false,
+    "account_name": "Money Market Operating",
+    "account_type": "Money Market"
+  }
+]

backend/backend/frontend/forecast_operating.json

@@ -0,0 +1,173 @@
+[
+  {
+    "account_id": 1,
+    "forecast": [
+      {
+        "date": "2025-01-01",
+        "balance": 21217.22
+      },
+      {
+        "date": "2025-02-01",
+        "balance": 20643.65
+      },
+      {
+        "date": "2025-03-01",
+        "balance": 61910.86
+      },
+      {
+        "date": "2025-04-01",
+        "balance": 121869.26
+      },
+      {
+        "date": "2025-05-01",
+        "balance": 116787.51
+      },
+      {
+        "date": "2025-06-01",
+        "balance": 97474.75
+      },
+      {
+        "date": "2025-07-01",
+        "balance": 28876.15
+      },
+      {
+        "date": "2025-08-01",
+        "balance": 19355.15
+      },
+      {
+        "date": "2025-09-01",
+        "balance": 9834.150000000001
+      },
+      {
+        "date": "2025-10-01",
+        "balance": 313.15000000000146
+      },
+      {
+        "date": "2025-11-01",
+        "balance": -9207.849999999999
+      },
+      {
+        "date": "2025-12-01",
+        "balance": -18728.85
+      }
+    ],
+    "is_primary": true,
+    "alert": true,
+    "account_name": "Checking 5345",
+    "account_type": "Checking"
+  },
+  {
+    "account_id": 2,
+    "forecast": [
+      {
+        "date": "2025-01-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-02-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-03-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-04-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-05-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-06-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-07-01",
+        "balance": 30000
+      },
+      {
+        "date": "2025-08-01",
+        "balance": 30096.25
+      },
+      {
+        "date": "2025-09-01",
+        "balance": 30192.808802083335
+      },
+      {
+        "date": "2025-10-01",
+        "balance": 30289.67739699002
+      },
+      {
+        "date": "2025-11-01",
+        "balance": 30386.856778638696
+      },
+      {
+        "date": "2025-12-01",
+        "balance": 30484.34794413683
+      }
+    ],
+    "is_primary": false,
+    "alert": false,
+    "account_name": "CD - 6mo Op",
+    "account_type": "CD"
+  },
+  {
+    "account_id": 5,
+    "forecast": [
+      {
+        "date": "2025-01-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-02-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-03-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-04-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-05-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-06-01",
+        "balance": 0
+      },
+      {
+        "date": "2025-07-01",
+        "balance": 30000
+      },
+      {
+        "date": "2025-08-01",
+        "balance": 30050
+      },
+      {
+        "date": "2025-09-01",
+        "balance": 30100.083333333332
+      },
+      {
+        "date": "2025-10-01",
+        "balance": 30150.25013888889
+      },
+      {
+        "date": "2025-11-01",
+        "balance": 30200.500555787035
+      },
+      {
+        "date": "2025-12-01",
+        "balance": 30250.834723380012
+      }
+    ],
+    "is_primary": false,
+    "alert": false,
+    "account_name": "Money Market Operating",
+    "account_type": "Money Market"
+  }
+]

backend/backend/frontend/forecast_operating_2025_2026.json

@@ -0,0 +1,3 @@
+{
+  "detail": "Backend service unavailable. Please check the logs for more information."
+}

backend/backend/frontend/package.json

@@ -0,0 +1,61 @@
+{
+  "name": "frontend",
+  "version": "0.1.0",
+  "private": true,
+  "dependencies": {
+    "@emotion/react": "^11.14.0",
+    "@emotion/styled": "^11.14.1",
+    "@mui/icons-material": "^7.2.0",
+    "@mui/material": "^7.2.0",
+    "@types/react-router-dom": "^5.3.3",
+    "axios": "^1.10.0",
+    "cra-template-pwa-typescript": "2.0.0",
+    "echarts": "^5.6.0",
+    "echarts-for-react": "^3.0.2",
+    "file-saver": "^2.0.5",
+    "plotly.js": "^3.0.1",
+    "react": "^19.1.0",
+    "react-dom": "^19.1.0",
+    "react-plotly.js": "^2.6.0",
+    "react-router-dom": "^7.6.3",
+    "react-scripts": "5.0.1",
+    "recharts": "^3.1.0",
+    "web-vitals": "^2.1.4"
+  },
+  "scripts": {
+    "start": "DANGEROUSLY_DISABLE_HOST_CHECK=true react-scripts start",
+    "build": "react-scripts build",
+    "test": "react-scripts test",
+    "eject": "react-scripts eject"
+  },
+  "eslintConfig": {
+    "extends": [
+      "react-app",
+      "react-app/jest"
+    ]
+  },
+  "browserslist": {
+    "production": [
+      ">0.2%",
+      "not dead",
+      "not op_mini all"
+    ],
+    "development": [
+      "last 1 chrome version",
+      "last 1 firefox version",
+      "last 1 safari version"
+    ]
+  },
+  "devDependencies": {
+    "@testing-library/jest-dom": "^6.6.3",
+    "@testing-library/react": "^16.3.0",
+    "@types/file-saver": "^2.0.7",
+    "@types/jest": "^30.0.0",
+    "@types/plotly.js": "^3.0.2",
+    "@types/react-dom": "^19.1.6",
+    "@types/testing-library__react": "^10.2.0",
+    "jest": "^30.0.4",
+    "ts-jest": "^29.4.0"
+  },
+  "proxy": "http://localhost:8000"
+}

backend/backend/frontend/public/images/hoapro-logo.svg

@@ -0,0 +1 @@
+ 

backend/backend/frontend/public/index.html

@@ -0,0 +1,40 @@
+<!DOCTYPE html>
+<html lang="en">
+  <head>
+    <meta charset="utf-8" />
+    <link rel="icon" href="%PUBLIC_URL%/favicon.ico" />
+    <meta name="viewport" content="width=device-width, initial-scale=1" />
+    <meta name="theme-color" content="#000000" />
+    <meta name="description" content="Web site created using create-react-app" />
+    <link rel="apple-touch-icon" href="%PUBLIC_URL%/logo192.png" />
+    <!--
+      manifest.json provides metadata used when your web app is installed on a
+      user's mobile device or desktop. See https://developers.google.com/web/fundamentals/web-app-manifest/
+    -->
+    <link rel="manifest" href="%PUBLIC_URL%/manifest.json" />
+    <!--
+      Notice the use of %PUBLIC_URL% in the tags above.
+      It will be replaced with the URL of the `public` folder during the build.
+      Only files inside the `public` folder can be referenced from the HTML.
+
+      Unlike "/favicon.ico" or "favicon.ico", "%PUBLIC_URL%/favicon.ico" will
+      work correctly both with client-side routing and a non-root public URL.
+      Learn how to configure a non-root public URL by running `npm run build`.
+    -->
+    <title>HOA Pro</title>
+  </head>
+  <body>
+    <noscript>You need to enable JavaScript to run this app.</noscript>
+    <div id="root"></div>
+    <!--
+      This HTML file is a template.
+      If you open it directly in the browser, you will see an empty page.
+
+      You can add webfonts, meta tags, or analytics to this file.
+      The build step will place the bundled scripts into the <body> tag.
+
+      To begin the development, run `npm start` or `yarn start`.
+      To create a production bundle, use `npm run build` or `yarn build`.
+    -->
+  </body>
+</html>

backend/backend/frontend/public/manifest.json

@@ -0,0 +1,25 @@
+{
+  "short_name": "React App",
+  "name": "Create React App Sample",
+  "icons": [
+    {
+      "src": "favicon.ico",
+      "sizes": "64x64 32x32 24x24 16x16",
+      "type": "image/x-icon"
+    },
+    {
+      "src": "logo192.png",
+      "type": "image/png",
+      "sizes": "192x192"
+    },
+    {
+      "src": "logo512.png",
+      "type": "image/png",
+      "sizes": "512x512"
+    }
+  ],
+  "start_url": ".",
+  "display": "standalone",
+  "theme_color": "#000000",
+  "background_color": "#ffffff"
+}

backend/backend/frontend/public/robots.txt

@@ -0,0 +1,3 @@
+# https://www.robotstxt.org/robotstxt.html
+User-agent: *
+Disallow:

backend/backend/frontend/src/AccountOverview.tsx

@@ -0,0 +1,147 @@
+import React, { useEffect, useState } from 'react';
+import { useParams, useNavigate } from 'react-router-dom';
+import { fetchAccount, fetchAccountHistory } from './api';
+import { Box, Typography, Paper, Button, Grid, CircularProgress, useTheme } from '@mui/material';
+import ArrowBackIcon from '@mui/icons-material/ArrowBack';
+import { LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer } from 'recharts';
+
+function formatLocalDate(dateString: string | null | undefined) {
+  if (!dateString) return '-';
+  const d = new Date(dateString);
+  return d.toLocaleDateString();
+}
+
+// Helper to calculate interest to maturity or annualized, with monthly compounding
+function calculateInterest(account: any) {
+  if (!account.interest_rate || !account.balance) return null;
+  const rate = account.interest_rate / 100;
+  const balance = account.balance;
+  const n = 12; // monthly compounding
+  if (account.maturity_date) {
+    // Calculate months from now to maturity
+    const now = new Date();
+    const maturity = new Date(account.maturity_date);
+    const msPerMonth = 1000 * 60 * 60 * 24 * 30.4375; // average days per month
+    const months = Math.max(0, Math.round((maturity.getTime() - now.getTime()) / msPerMonth));
+    const years = months / 12;
+    // Compound interest formula: A = P * (1 + r/n)^(n*t)
+    const amount = balance * Math.pow(1 + rate / n, n * years);
+    const interest = amount - balance;
+    return {
+      label: `Est. Interest to Maturity (${months} months, compounded monthly)`,
+      value: interest,
+    };
+  } else {
+    // Annualized, compounded monthly for 1 year
+    const amount = balance * Math.pow(1 + rate / n, n * 1);
+    const interest = amount - balance;
+    return {
+      label: 'Est. Annual Interest (compounded monthly)',
+      value: interest,
+    };
+  }
+}
+
+const AccountOverview: React.FC = () => {
+  const { id } = useParams<{ id: string }>();
+  const navigate = useNavigate();
+  const [account, setAccount] = useState<any>(null);
+  const [history, setHistory] = useState<any[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const theme = useTheme();
+
+  useEffect(() => {
+    const load = async () => {
+      setLoading(true);
+      setError(null);
+      try {
+        const acc = await fetchAccount(Number(id));
+        const hist = await fetchAccountHistory(Number(id));
+        setAccount(acc);
+        setHistory(hist);
+      } catch (e: any) {
+        setError(e.message || 'Failed to load account');
+      } finally {
+        setLoading(false);
+      }
+    };
+    load();
+  }, [id]);
+
+  if (loading) return <Box display="flex" justifyContent="center" alignItems="center" minHeight="60vh"><CircularProgress /></Box>;
+  if (error) return <Box color="error.main">{error}</Box>;
+  if (!account) return null;
+
+  // Prepare chart data: show only date (no time)
+  const chartData = history.map((h: any) => ({
+    ...h,
+    date: formatLocalDate(h.date),
+  }));
+
+  return (
+    <Box p={2}>
+      <Button startIcon={<ArrowBackIcon />} onClick={() => navigate(-1)} sx={{ mb: 2 }}>
+        Back to Accounts
+      </Button>
+      <Typography variant="h5" gutterBottom>
+        Account Overview - {account.name}
+      </Typography>
+      <Box display="flex" gap={2} mb={3}>
+        {/* Left: Balance */}
+        <Paper elevation={3} sx={{ flex: 1, p: 3, borderRadius: 3, display: 'flex', flexDirection: 'column', alignItems: 'center', justifyContent: 'center', minWidth: 0 }}>
+          <Typography variant="subtitle2" color="textSecondary" gutterBottom>Balance</Typography>
+          <Typography variant="h4" color="primary" sx={{ fontWeight: 700 }}>
+            {account.balance?.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}
+          </Typography>
+        </Paper>
+        {/* Center: Institution, Type, Bucket (values only) */}
+        <Paper elevation={3} sx={{ flex: 1, p: 3, borderRadius: 3, display: 'flex', flexDirection: 'column', alignItems: 'center', justifyContent: 'center', minWidth: 0 }}>
+          <Typography variant="h6" sx={{ fontWeight: 500 }}>{account.institution_name}</Typography>
+          <Typography variant="body1">{account.account_type?.name || account.type}</Typography>
+          <Typography variant="body1">{account.bucket?.name}</Typography>
+        </Paper>
+        {/* Right: Interest Rate, Maturity Date, Estimated Interest */}
+        <Paper elevation={3} sx={{ flex: 1, p: 3, borderRadius: 3, display: 'flex', flexDirection: 'column', alignItems: 'center', justifyContent: 'center', minWidth: 0 }}>
+          <Typography variant="subtitle2" color="textSecondary" gutterBottom>Interest Rate</Typography>
+          <Typography variant="h6">{account.interest_rate ? `${account.interest_rate}%` : '-'}</Typography>
+          <Typography variant="subtitle2" color="textSecondary" gutterBottom mt={2}>Maturity Date</Typography>
+          <Typography variant="body1">{formatLocalDate(account.maturity_date)}</Typography>
+          {/* Estimated Interest */}
+          {(() => {
+            const interest = calculateInterest(account);
+            return interest ? (
+              <Box mt={2} textAlign="center">
+                <Typography variant="subtitle2" color="textSecondary">{interest.label}</Typography>
+                <Typography variant="body1" color="success.main" sx={{ fontWeight: 600 }}>
+                  {interest.value.toLocaleString(undefined, { style: 'currency', currency: 'USD', maximumFractionDigits: 0 })}
+                </Typography>
+              </Box>
+            ) : null;
+          })()}
+        </Paper>
+      </Box>
+      <Box mt={2}>
+        <Typography variant="body2" color="textSecondary">
+          Last data update: {formatLocalDate(account.last_validated_at)}
+        </Typography>
+      </Box>
+      <Box mt={4}>
+        <Typography variant="h6" gutterBottom>Balance Over Time</Typography>
+        <Paper elevation={2} sx={{ p: 2, borderRadius: 2, background: theme.palette.background.default }}>
+          <ResponsiveContainer width="100%" height={300}>
+            <LineChart data={chartData} margin={{ top: 16, right: 32, left: 32, bottom: 16 }}>
+              <CartesianGrid strokeDasharray="3 3" />
+              <XAxis dataKey="date" tickFormatter={d => d} minTickGap={20} />
+              <YAxis width={90} tickFormatter={v => v.toLocaleString(undefined, { style: 'currency', currency: 'USD', maximumFractionDigits: 0 })} />
+              <Tooltip formatter={(v: number) => v.toLocaleString(undefined, { style: 'currency', currency: 'USD' })} labelFormatter={d => d} />
+              <Line type="monotone" dataKey="balance" stroke={theme.palette.primary.main} strokeWidth={2} dot={false} />
+            </LineChart>
+          </ResponsiveContainer>
+        </Paper>
+      </Box>
+    </Box>
+  );
+};
+
+export default AccountOverview; 

backend/backend/frontend/src/Accounts.tsx

@@ -0,0 +1,279 @@
+import React, { useEffect, useState, useContext } from 'react';
+import { Box, Typography, Paper, Table, TableBody, TableCell, TableContainer, TableHead, TableRow, Button, Dialog, DialogTitle, DialogContent, DialogActions, TextField, MenuItem, IconButton } from '@mui/material';
+import DeleteIcon from '@mui/icons-material/Delete';
+import AddIcon from '@mui/icons-material/Add';
+import EditIcon from '@mui/icons-material/Edit';
+import MonetizationOnIcon from '@mui/icons-material/MonetizationOn';
+import { fetchAccounts, createAccount, deleteAccount, fetchBuckets, fetchAccountTypes, updateAccount } from './api';
+import { AuthContext } from './App';
+import DialogContentText from '@mui/material/DialogContentText';
+import { useNavigate } from 'react-router-dom';
+
+const Accounts: React.FC = () => {
+  const [accounts, setAccounts] = useState<any[]>([]);
+  const [buckets, setBuckets] = useState<any[]>([]);
+  const [accountTypes, setAccountTypes] = useState<any[]>([]);
+  const [open, setOpen] = useState(false);
+  const [form, setForm] = useState({
+    name: '',
+    institution_name: '',
+    account_type_id: '',
+    interest_rate: 0,
+    maturity_date: '',
+    balance: 0,
+    bucket_id: '',
+  });
+  const [editOpen, setEditOpen] = useState(false);
+  const [editForm, setEditForm] = useState<any>(null);
+  const [balanceOpen, setBalanceOpen] = useState(false);
+  const [balanceForm, setBalanceForm] = useState<any>(null);
+  const [deleteConfirmOpen, setDeleteConfirmOpen] = useState(false);
+  const [deleteTarget, setDeleteTarget] = useState<any>(null);
+  const { user } = useContext(AuthContext);
+  const navigate = useNavigate();
+
+  const load = async () => {
+    setAccounts(await fetchAccounts());
+    setBuckets(await fetchBuckets());
+    setAccountTypes(await fetchAccountTypes());
+  };
+  useEffect(() => { load(); }, []);
+
+  const handleOpen = () => setOpen(true);
+  const handleClose = () => setOpen(false);
+
+  const handleChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    setForm({ ...form, [e.target.name]: e.target.value });
+  };
+
+  const handleSubmit = async () => {
+    const payload = {
+      ...form,
+      interest_rate: parseFloat(form.interest_rate as any),
+      balance: parseFloat(form.balance as any),
+      bucket_id: parseInt(form.bucket_id),
+      account_type_id: parseInt(form.account_type_id),
+      maturity_date: form.maturity_date === '' ? null : form.maturity_date,
+    };
+    await createAccount(payload);
+    setOpen(false);
+    setForm({ name: '', institution_name: '', account_type_id: '', interest_rate: 0, maturity_date: '', balance: 0, bucket_id: '' });
+    load();
+  };
+
+  const handleDeleteClick = (acc: any) => {
+    setDeleteTarget(acc);
+    setDeleteConfirmOpen(true);
+  };
+  const handleDeleteConfirm = async () => {
+    if (deleteTarget) {
+      await deleteAccount(deleteTarget.id);
+      setDeleteConfirmOpen(false);
+      setDeleteTarget(null);
+      load();
+    }
+  };
+  const handleDeleteCancel = () => {
+    setDeleteConfirmOpen(false);
+    setDeleteTarget(null);
+  };
+
+  const handleEditOpen = (acc: any) => {
+    setEditForm({
+      ...acc,
+      account_type_id: acc.account_type?.id || '',
+      bucket_id: acc.bucket?.id || '',
+      maturity_date: acc.maturity_date ? acc.maturity_date.substring(0, 10) : '',
+    });
+    setEditOpen(true);
+  };
+  const handleEditClose = () => setEditOpen(false);
+  const handleEditChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    setEditForm({ ...editForm, [e.target.name]: e.target.value });
+  };
+  const handleEditSubmit = async () => {
+    const payload = {
+      ...editForm,
+      interest_rate: parseFloat(editForm.interest_rate as any),
+      balance: parseFloat(editForm.balance as any),
+      bucket_id: parseInt(editForm.bucket_id),
+      account_type_id: parseInt(editForm.account_type_id),
+      maturity_date: editForm.maturity_date === '' ? null : editForm.maturity_date,
+    };
+    await updateAccount(editForm.id, payload);
+    setEditOpen(false);
+    setEditForm(null);
+    load();
+  };
+  const handleBalanceOpen = (acc: any) => {
+    setBalanceForm({ id: acc.id, balance: acc.balance });
+    setBalanceOpen(true);
+  };
+  const handleBalanceClose = () => setBalanceOpen(false);
+  const handleBalanceChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    setBalanceForm({ ...balanceForm, balance: e.target.value });
+  };
+  const handleBalanceSubmit = async () => {
+    await updateAccount(balanceForm.id, { balance: parseFloat(balanceForm.balance) });
+    setBalanceOpen(false);
+    setBalanceForm(null);
+    load();
+  };
+
+  // Group accounts by bucket
+  const grouped = buckets.map(bucket => ({
+    ...bucket,
+    accounts: accounts.filter(acc => acc.bucket && acc.bucket.id === bucket.id)
+  }));
+
+  return (
+    <Box>
+      <Box display="flex" alignItems="center" justifyContent="space-between" mb={2}>
+        <Typography variant="h5">Accounts</Typography>
+        {user?.role === 'admin' && (
+          <Button variant="contained" startIcon={<AddIcon />} onClick={handleOpen}>Add Account</Button>
+        )}
+      </Box>
+      {grouped.map(group => {
+        // Calculate total balance for this bucket
+        const totalBalance = group.accounts.reduce((sum: number, acc: any) => sum + (acc.balance || 0), 0);
+        return (
+          <Box key={group.id} mb={4}>
+            <Box display="flex" alignItems="center" gap={2} mb={1}>
+              <Typography variant="h6" gutterBottom>{group.name}</Typography>
+              <Typography variant="subtitle1" color="primary" sx={{ fontWeight: 600, background: '#f5f5f5', borderRadius: 2, px: 2, py: 0.5 }}>
+                {totalBalance.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}
+              </Typography>
+            </Box>
+            <TableContainer component={Paper}>
+              <Table>
+                <TableHead>
+                  <TableRow>
+                    <TableCell>Name</TableCell>
+                    <TableCell>Institution</TableCell>
+                    <TableCell>Type</TableCell>
+                    <TableCell>Interest Rate (%)</TableCell>
+                    <TableCell>Maturity Date</TableCell>
+                    <TableCell>Balance</TableCell>
+                    <TableCell>Last Verified</TableCell>
+                    {user?.role === 'admin' && <TableCell>Actions</TableCell>}
+                  </TableRow>
+                </TableHead>
+                <TableBody>
+                  {group.accounts.map((acc: any) => (
+                    <TableRow key={acc.id} hover style={{ cursor: 'pointer' }} onClick={() => navigate(`/accounts/${acc.id}`)}>
+                      <TableCell>{acc.name}</TableCell>
+                      <TableCell>{acc.institution_name}</TableCell>
+                      <TableCell>{acc.account_type?.name}</TableCell>
+                      <TableCell>{acc.interest_rate}</TableCell>
+                      <TableCell>{acc.maturity_date ? acc.maturity_date.substring(0, 10) : ''}</TableCell>
+                      <TableCell>{acc.balance.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}</TableCell>
+                      <TableCell>{acc.last_validated_at ? acc.last_validated_at.substring(0, 19).replace('T', ' ') : ''}</TableCell>
+                      {user?.role === 'admin' && (
+                        <TableCell>
+                          <IconButton aria-label="update-balance" onClick={e => { e.stopPropagation(); handleBalanceOpen(acc); }}>
+                            <MonetizationOnIcon />
+                          </IconButton>
+                          <IconButton aria-label="edit" onClick={e => { e.stopPropagation(); handleEditOpen(acc); }}>
+                            <EditIcon />
+                          </IconButton>
+                          <IconButton aria-label="delete" color="error" onClick={e => { e.stopPropagation(); handleDeleteClick(acc); }}>
+                            <DeleteIcon />
+                          </IconButton>
+                        </TableCell>
+                      )}
+                    </TableRow>
+                  ))}
+                </TableBody>
+              </Table>
+            </TableContainer>
+          </Box>
+        );
+      })}
+      <Dialog open={open} onClose={handleClose}>
+        <DialogTitle>Add Account</DialogTitle>
+        <DialogContent>
+          <TextField label="Name" name="name" value={form.name} onChange={handleChange} fullWidth margin="normal" required />
+          <TextField label="Institution Name" name="institution_name" value={form.institution_name} onChange={handleChange} fullWidth margin="normal" required />
+          <TextField select label="Type" name="account_type_id" value={form.account_type_id} onChange={handleChange} fullWidth margin="normal" required>
+            {accountTypes.map((opt: any) => <MenuItem key={opt.id} value={opt.id}>{opt.name}</MenuItem>)}
+          </TextField>
+          <TextField select label="Bucket" name="bucket_id" value={form.bucket_id} onChange={handleChange} fullWidth margin="normal" required>
+            {buckets.map(b => <MenuItem key={b.id} value={b.id}>{b.name}</MenuItem>)}
+          </TextField>
+          <TextField label="Interest Rate (%)" name="interest_rate" type="number" value={form.interest_rate} onChange={handleChange} fullWidth margin="normal" />
+          {/* Show Maturity Date only if selected account type is CD */}
+          {(() => {
+            const selectedType = accountTypes.find((t: any) => String(t.id) === String(form.account_type_id));
+            if (selectedType && selectedType.name === 'CD') {
+              return (
+                <TextField label="Maturity Date" name="maturity_date" type="date" value={form.maturity_date} onChange={handleChange} fullWidth margin="normal" InputLabelProps={{ shrink: true }} />
+              );
+            }
+            return null;
+          })()}
+          <TextField label="Balance" name="balance" type="number" value={form.balance} onChange={handleChange} fullWidth margin="normal" />
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={handleClose}>Cancel</Button>
+          <Button onClick={handleSubmit} variant="contained">Add</Button>
+        </DialogActions>
+      </Dialog>
+      <Dialog open={editOpen} onClose={handleEditClose}>
+        <DialogTitle>Edit Account</DialogTitle>
+        <DialogContent>
+          {editForm && <>
+            <TextField label="Name" name="name" value={editForm.name} onChange={handleEditChange} fullWidth margin="normal" required />
+            <TextField label="Institution Name" name="institution_name" value={editForm.institution_name} onChange={handleEditChange} fullWidth margin="normal" required />
+            <TextField select label="Type" name="account_type_id" value={editForm.account_type_id} onChange={handleEditChange} fullWidth margin="normal" required>
+              {accountTypes.map((opt: any) => <MenuItem key={opt.id} value={opt.id}>{opt.name}</MenuItem>)}
+            </TextField>
+            <TextField select label="Bucket" name="bucket_id" value={editForm.bucket_id} onChange={handleEditChange} fullWidth margin="normal" required>
+              {buckets.map(b => <MenuItem key={b.id} value={b.id}>{b.name}</MenuItem>)}
+            </TextField>
+            <TextField label="Interest Rate (%)" name="interest_rate" type="number" value={editForm.interest_rate} onChange={handleEditChange} fullWidth margin="normal" />
+            {/* Show Maturity Date only if selected account type is CD */}
+            {(() => {
+              const selectedType = accountTypes.find((t: any) => String(t.id) === String(editForm.account_type_id));
+              if (selectedType && selectedType.name === 'CD') {
+                return (
+                  <TextField label="Maturity Date" name="maturity_date" type="date" value={editForm.maturity_date} onChange={handleEditChange} fullWidth margin="normal" InputLabelProps={{ shrink: true }} />
+                );
+              }
+              return null;
+            })()}
+            <TextField label="Balance" name="balance" type="number" value={editForm.balance} onChange={handleEditChange} fullWidth margin="normal" />
+          </>}
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={handleEditClose}>Cancel</Button>
+          <Button onClick={handleEditSubmit} variant="contained">Save</Button>
+        </DialogActions>
+      </Dialog>
+      <Dialog open={balanceOpen} onClose={handleBalanceClose}>
+        <DialogTitle>Update Balance</DialogTitle>
+        <DialogContent>
+          {balanceForm && <TextField label="Balance" name="balance" type="number" value={balanceForm.balance} onChange={handleBalanceChange} fullWidth margin="normal" />}
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={handleBalanceClose}>Cancel</Button>
+          <Button onClick={handleBalanceSubmit} variant="contained">Save</Button>
+        </DialogActions>
+      </Dialog>
+      <Dialog open={deleteConfirmOpen} onClose={handleDeleteCancel}>
+        <DialogTitle>Confirm Account Deletion</DialogTitle>
+        <DialogContent>
+          <DialogContentText>
+            Are you sure you want to delete the account "{deleteTarget?.name}"? This action cannot be undone.
+          </DialogContentText>
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={handleDeleteCancel}>Cancel</Button>
+          <Button onClick={handleDeleteConfirm} color="error">Delete</Button>
+        </DialogActions>
+      </Dialog>
+    </Box>
+  );
+};
+
+export default Accounts; 

backend/backend/frontend/src/App.css

@@ -0,0 +1,38 @@
+.App {
+  text-align: center;
+}
+
+.App-logo {
+  height: 40vmin;
+  pointer-events: none;
+}
+
+@media (prefers-reduced-motion: no-preference) {
+  .App-logo {
+    animation: App-logo-spin infinite 20s linear;
+  }
+}
+
+.App-header {
+  background-color: #282c34;
+  min-height: 100vh;
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  font-size: calc(10px + 2vmin);
+  color: white;
+}
+
+.App-link {
+  color: #61dafb;
+}
+
+@keyframes App-logo-spin {
+  from {
+    transform: rotate(0deg);
+  }
+  to {
+    transform: rotate(360deg);
+  }
+}

backend/backend/frontend/src/App.test.tsx

@@ -0,0 +1,9 @@
+import React from 'react';
+import { render, screen } from '@testing-library/react';
+import App from './App';
+
+test('renders learn react link', () => {
+  render(<App />);
+  const linkElement = screen.getByText(/learn react/i);
+  expect(linkElement).toBeInTheDocument();
+});

backend/backend/frontend/src/App.tsx

@@ -0,0 +1,265 @@
+import React, { useEffect } from 'react';
+import { BrowserRouter as Router, Routes, Route, Navigate, Link as RouterLink } from 'react-router-dom';
+import { AppBar, Toolbar, Typography, CssBaseline, Drawer, List, ListItem, ListItemText, IconButton, Box, Button, Link, Avatar, Menu, MenuItem, Divider } from '@mui/material';
+import MenuIcon from '@mui/icons-material/Menu';
+import { useState } from 'react';
+import { ThemeProvider } from '@mui/material/styles';
+import Brightness4Icon from '@mui/icons-material/Brightness4';
+import Brightness7Icon from '@mui/icons-material/Brightness7';
+import { getTheme } from './theme';
+import Login from './Login';
+import { getUser, fetchUser, logout } from './auth';
+import ListItemButton from '@mui/material/ListItemButton';
+import LogoutIcon from '@mui/icons-material/Logout';
+import PersonIcon from '@mui/icons-material/Person';
+import StarIcon from '@mui/icons-material/Star';
+import NotificationsIcon from '@mui/icons-material/Notifications';
+import SettingsIcon from '@mui/icons-material/Settings';
+import HelpIcon from '@mui/icons-material/Help';
+import AdminPanelSettingsIcon from '@mui/icons-material/AdminPanelSettings';
+import KeyboardArrowDownIcon from '@mui/icons-material/KeyboardArrowDown';
+import Accounts from './Accounts';
+import AccountOverview from './AccountOverview';
+import CashFlows from './CashFlows';
+import { useLocation } from 'react-router-dom';
+import Forecasting from './Forecasting';
+import Transactions from './Transactions';
+
+export const AuthContext = React.createContext<{ user: any, setUser: (u: any) => void }>({ user: null, setUser: () => {} });
+
+const ProtectedRoute: React.FC<{ children: React.ReactNode }> = ({ children }) => {
+  const { user } = React.useContext(AuthContext);
+  if (!user) {
+    return <Navigate to="/login" />;
+  }
+  return <>{children}</>;
+};
+
+// Placeholder components for pages
+const Dashboard = () => <div>Dashboard</div>;
+const Reports = () => <div>Reports</div>;
+
+const drawerWidth = 220;
+
+function AppContent({ mode, handleThemeToggle, handleLogout, user, setUser, navLinks }: any) {
+  const location = useLocation();
+  const isLoginPage = window.location.pathname === '/login';
+  const [anchorEl, setAnchorEl] = useState<null | HTMLElement>(null);
+  const open = Boolean(anchorEl);
+  
+  const handleProfileClick = (event: React.MouseEvent<HTMLElement>) => {
+    setAnchorEl(event.currentTarget);
+  };
+  
+  const handleProfileClose = () => {
+    setAnchorEl(null);
+  };
+  return (
+    <>
+      <CssBaseline />
+      {isLoginPage ? (
+        <Routes>
+          <Route path="/login" element={<Login />} />
+          <Route path="*" element={<Navigate to="/login" />} />
+        </Routes>
+      ) : (
+        <Box sx={{ display: 'flex', flexDirection: 'column', minHeight: '100vh' }}>
+          <AppBar position="static" color="default" elevation={0} sx={{ borderBottom: 1, borderColor: 'divider' }}>
+            <Toolbar sx={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center' }}>
+              <Box sx={{ display: 'flex', alignItems: 'center', gap: 2 }}>
+                <Link
+                  component={RouterLink}
+                  to="/dashboard"
+                  underline="none"
+                  sx={{ display: 'flex', alignItems: 'center' }}
+                >
+                  <img 
+                    src="/images/hoapro-logo.svg" 
+                    alt="HOA Pro" 
+                    style={{ 
+                      height: '40px', 
+                      width: 'auto',
+                      cursor: 'pointer'
+                    }} 
+                  />
+                </Link>
+                {navLinks.map((link: any) => (
+                  <Link
+                    key={link.to}
+                    component={RouterLink}
+                    to={link.to}
+                    underline="none"
+                    sx={{
+                      color: location.pathname.startsWith(link.to) ? 'primary.main' : 'text.primary',
+                      fontWeight: location.pathname.startsWith(link.to) ? 'bold' : 'normal',
+                      borderBottom: location.pathname.startsWith(link.to) ? '2px solid' : '2px solid transparent',
+                      borderColor: location.pathname.startsWith(link.to) ? 'primary.main' : 'transparent',
+                      px: 1.5,
+                      py: 0.5,
+                      fontSize: '1rem',
+                      transition: 'border-color 0.2s',
+                    }}
+                  >
+                    {link.label}
+                  </Link>
+                ))}
+              </Box>
+              <Box sx={{ display: 'flex', alignItems: 'center', gap: 1 }}>
+                <IconButton color="inherit" onClick={handleThemeToggle} size="small">
+                  {mode === 'dark' ? <Brightness7Icon /> : <Brightness4Icon />}
+                </IconButton>
+                <Box sx={{ display: 'flex', alignItems: 'center', ml: 2 }}>
+                  <Avatar
+                    onClick={handleProfileClick}
+                    sx={{
+                      width: 32,
+                      height: 32,
+                      cursor: 'pointer',
+                      bgcolor: 'primary.main',
+                      fontSize: '0.875rem',
+                      fontWeight: 'bold'
+                    }}
+                  >
+                    {user?.username?.charAt(0).toUpperCase() || 'U'}
+                  </Avatar>
+                  <IconButton
+                    size="small"
+                    onClick={handleProfileClick}
+                    sx={{ ml: 0.5, color: 'text.secondary' }}
+                  >
+                    <KeyboardArrowDownIcon fontSize="small" />
+                  </IconButton>
+                </Box>
+                <Menu
+                  anchorEl={anchorEl}
+                  open={open}
+                  onClose={handleProfileClose}
+                  PaperProps={{
+                    sx: {
+                      mt: 1,
+                      minWidth: 200,
+                      boxShadow: '0 4px 20px rgba(0,0,0,0.1)',
+                      borderRadius: 2,
+                    }
+                  }}
+                  transformOrigin={{ horizontal: 'right', vertical: 'top' }}
+                  anchorOrigin={{ horizontal: 'right', vertical: 'bottom' }}
+                >
+                  <MenuItem sx={{ py: 1, px: 2, color: 'text.secondary', fontSize: '0.875rem' }}>
+                    Signed in as {user?.username || 'user'}
+                  </MenuItem>
+                  <Divider />
+                  <MenuItem onClick={handleProfileClose} sx={{ py: 1.5, px: 2 }}>
+                    <PersonIcon sx={{ mr: 2, fontSize: '1.25rem' }} />
+                    Profile
+                  </MenuItem>
+                  <MenuItem onClick={handleProfileClose} sx={{ py: 1.5, px: 2 }}>
+                    <StarIcon sx={{ mr: 2, fontSize: '1.25rem' }} />
+                    Starred
+                  </MenuItem>
+                  <MenuItem onClick={handleProfileClose} sx={{ py: 1.5, px: 2 }}>
+                    <NotificationsIcon sx={{ mr: 2, fontSize: '1.25rem' }} />
+                    Subscriptions
+                  </MenuItem>
+                  <MenuItem onClick={handleProfileClose} sx={{ py: 1.5, px: 2 }}>
+                    <SettingsIcon sx={{ mr: 2, fontSize: '1.25rem' }} />
+                    Settings
+                  </MenuItem>
+                  <MenuItem onClick={handleProfileClose} sx={{ py: 1.5, px: 2 }}>
+                    <HelpIcon sx={{ mr: 2, fontSize: '1.25rem' }} />
+                    Help
+                  </MenuItem>
+                  {user?.role === 'admin' && (
+                    <>
+                      <Divider />
+                      <MenuItem onClick={handleProfileClose} sx={{ py: 1.5, px: 2 }}>
+                        <AdminPanelSettingsIcon sx={{ mr: 2, fontSize: '1.25rem' }} />
+                        Site Administration
+                      </MenuItem>
+                    </>
+                  )}
+                  <Divider />
+                  <MenuItem 
+                    onClick={() => {
+                      handleProfileClose();
+                      handleLogout();
+                    }} 
+                    sx={{ py: 1.5, px: 2 }}
+                  >
+                    <LogoutIcon sx={{ mr: 2, fontSize: '1.25rem' }} />
+                    Sign Out
+                  </MenuItem>
+                </Menu>
+              </Box>
+            </Toolbar>
+          </AppBar>
+          <Box component="main" sx={{ flexGrow: 1, p: 3, width: '100%' }}>
+            <Routes>
+              <Route path="/dashboard" element={<ProtectedRoute><Dashboard /></ProtectedRoute>} />
+              <Route path="/accounts" element={<ProtectedRoute><Accounts /></ProtectedRoute>} />
+              <Route path="/accounts/:id" element={<ProtectedRoute><AccountOverview /></ProtectedRoute>} />
+              <Route path="/transactions" element={<ProtectedRoute><Transactions /></ProtectedRoute>} />
+              <Route path="/cashflows" element={<ProtectedRoute><CashFlows /></ProtectedRoute>} />
+              <Route path="/forecasting" element={<ProtectedRoute><Forecasting /></ProtectedRoute>} />
+              <Route path="/reports" element={<ProtectedRoute><Reports /></ProtectedRoute>} />
+              <Route path="*" element={<Navigate to="/dashboard" />} />
+            </Routes>
+          </Box>
+        </Box>
+      )}
+    </>
+  );
+}
+
+function App() {
+  const [mobileOpen, setMobileOpen] = useState(false);
+  const [mode, setMode] = useState<'light' | 'dark'>(
+    () => (localStorage.getItem('themeMode') as 'light' | 'dark') || 'light'
+  );
+  const [user, setUser] = React.useState<any>(getUser());
+  const navLinks = [
+    { label: 'Dashboard', to: '/dashboard' },
+    { label: 'Accounts', to: '/accounts' },
+    { label: 'Transactions', to: '/transactions' },
+    { label: 'Cash Flows', to: '/cashflows' },
+    { label: 'Forecasting', to: '/forecasting' },
+    { label: 'Reports', to: '/reports' },
+  ];
+
+  useEffect(() => {
+    if (!user) {
+      fetchUser().then(setUser);
+    }
+  }, [user]);
+
+  const handleThemeToggle = () => {
+    const newMode = mode === 'light' ? 'dark' : 'light';
+    setMode(newMode);
+    localStorage.setItem('themeMode', newMode);
+  };
+
+  const handleLogout = () => {
+    logout();
+    setUser(null);
+    window.location.href = '/login';
+  };
+
+  return (
+    <ThemeProvider theme={getTheme(mode)}>
+      <AuthContext.Provider value={{ user, setUser }}>
+        <Router>
+          <AppContent
+            mode={mode}
+            handleThemeToggle={handleThemeToggle}
+            handleLogout={handleLogout}
+            user={user}
+            setUser={setUser}
+            navLinks={navLinks}
+          />
+        </Router>
+      </AuthContext.Provider>
+    </ThemeProvider>
+  );
+}
+
+export default App;

backend/backend/frontend/src/Buckets.tsx

@@ -0,0 +1,85 @@
+import React, { useEffect, useState, useContext } from 'react';
+import { Box, Typography, Paper, Table, TableBody, TableCell, TableContainer, TableHead, TableRow, Button, Dialog, DialogTitle, DialogContent, DialogActions, TextField, IconButton } from '@mui/material';
+import DeleteIcon from '@mui/icons-material/Delete';
+import AddIcon from '@mui/icons-material/Add';
+import { fetchBuckets, createBucket, deleteBucket } from './api';
+import { AuthContext } from './App';
+
+const Buckets: React.FC = () => {
+  const [buckets, setBuckets] = useState<any[]>([]);
+  const [open, setOpen] = useState(false);
+  const [form, setForm] = useState({ name: '', description: '' });
+  const { user } = useContext(AuthContext);
+
+  const load = async () => {
+    setBuckets(await fetchBuckets());
+  };
+  useEffect(() => { load(); }, []);
+
+  const handleOpen = () => setOpen(true);
+  const handleClose = () => setOpen(false);
+
+  const handleChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    setForm({ ...form, [e.target.name]: e.target.value });
+  };
+
+  const handleSubmit = async () => {
+    await createBucket(form);
+    setOpen(false);
+    setForm({ name: '', description: '' });
+    load();
+  };
+
+  const handleDelete = async (id: number) => {
+    await deleteBucket(id);
+    load();
+  };
+
+  return (
+    <Box>
+      <Box display="flex" alignItems="center" justifyContent="space-between" mb={2}>
+        <Typography variant="h5">Buckets</Typography>
+        {user?.role === 'admin' && (
+          <Button variant="contained" startIcon={<AddIcon />} onClick={handleOpen}>Add Bucket</Button>
+        )}
+      </Box>
+      <TableContainer component={Paper}>
+        <Table>
+          <TableHead>
+            <TableRow>
+              <TableCell>Name</TableCell>
+              <TableCell>Description</TableCell>
+              {user?.role === 'admin' && <TableCell>Actions</TableCell>}
+            </TableRow>
+          </TableHead>
+          <TableBody>
+            {buckets.map(bucket => (
+              <TableRow key={bucket.id}>
+                <TableCell>{bucket.name}</TableCell>
+                <TableCell>{bucket.description}</TableCell>
+                {user?.role === 'admin' && (
+                  <TableCell>
+                    <IconButton color="error" onClick={() => handleDelete(bucket.id)}><DeleteIcon /></IconButton>
+                  </TableCell>
+                )}
+              </TableRow>
+            ))}
+          </TableBody>
+        </Table>
+      </TableContainer>
+      <Dialog open={open} onClose={handleClose}>
+        <DialogTitle>Add Bucket</DialogTitle>
+        <DialogContent>
+          <TextField label="Name" name="name" value={form.name} onChange={handleChange} fullWidth margin="normal" required />
+          <TextField label="Description" name="description" value={form.description} onChange={handleChange} fullWidth margin="normal" />
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={handleClose}>Cancel</Button>
+          <Button onClick={handleSubmit} variant="contained">Add</Button>
+        </DialogActions>
+      </Dialog>
+    </Box>
+  );
+};
+
+export default Buckets; 

backend/backend/frontend/src/CashFlows.tsx

@@ -0,0 +1,376 @@
+import React, { useEffect, useState, useContext, useMemo } from 'react';
+import { Box, Typography, Paper, Table, TableBody, TableCell, TableContainer, TableHead, TableRow, Button, Dialog, DialogTitle, DialogContent, DialogActions, TextField, IconButton, TableFooter } from '@mui/material';
+import AddIcon from '@mui/icons-material/Add';
+import { fetchCashFlowCategories, fetchCashFlowEntries, createCashFlowEntry, updateCashFlowEntry, deleteCashFlowEntry } from './api';
+import { AuthContext } from './App';
+
+const MONTHS = [
+  'Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun',
+  'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'
+];
+
+const CashFlows: React.FC = () => {
+  const { user } = useContext(AuthContext);
+  const [categories, setCategories] = useState<any[]>([]);
+  const [entries, setEntries] = useState<any[]>([]);
+  const [year, setYear] = useState<number>(new Date().getFullYear());
+  const [edit, setEdit] = useState<{category: any, month: number, entry: any} | null>(null);
+  const [form, setForm] = useState<{projected_amount: number | string, actual_amount: number | string}>({ projected_amount: '', actual_amount: '' });
+  const [loading, setLoading] = useState(false);
+  const [warning, setWarning] = useState<string | null>(null);
+  const [bulkDialog, setBulkDialog] = useState<{open: boolean, category: any | null, value: string}>({ open: false, category: null, value: '' });
+  const [confirmDialog, setConfirmDialog] = useState<{open: boolean, onConfirm: (() => void) | null}>({ open: false, onConfirm: null });
+  const [operatingStartBalance, setOperatingStartBalance] = useState<number | null>(null);
+
+  const load = async () => {
+    setLoading(true);
+    const cats = await fetchCashFlowCategories();
+    const ents = await fetchCashFlowEntries(year);
+    setCategories(cats);
+    setEntries(ents);
+    setLoading(false);
+    // Debug logging
+    console.debug('CASHFLOW: Loaded categories', cats);
+    console.debug('CASHFLOW: Loaded entries', ents);
+    // Fetch current operating account balance for starting point
+    try {
+      const resp = await fetch('/accounts');
+      const accounts = await resp.json();
+      // Sum balances of all operating accounts
+      const opAccounts = accounts.filter((a: any) => a.funding_type === 'Operating');
+      const opBalance = opAccounts.reduce((sum: number, a: any) => sum + (a.balance || 0), 0);
+      setOperatingStartBalance(opBalance);
+      console.debug('CASHFLOW: Operating start balance', opBalance);
+      // Set warning for projected operating balance
+      let runningBalance = opBalance;
+      let minMonth = null;
+      for (let m = 1; m <= 12; m++) {
+        let income = 0, expense = 0;
+        for (const cat of cats) {
+          const entry = ents.find((e: any) => e.category_id === cat.id && e.month === m);
+          if (cat.funding_type === 'Operating') {
+            if (cat.category_type === 'income') income += entry?.projected_amount || 0;
+            if (cat.category_type === 'expense') expense += entry?.projected_amount || 0;
+          }
+        }
+        runningBalance += income - expense;
+        if (runningBalance < 1000 && !minMonth) minMonth = m;
+      }
+      setWarning(minMonth ? `Warning: Projected operating balance falls below $1,000 in ${MONTHS[minMonth-1]}` : null);
+    } catch (e) {
+      setOperatingStartBalance(null);
+      setWarning(null);
+      console.error('CASHFLOW: Failed to fetch operating account balance', e);
+    }
+  };
+
+  useEffect(() => { load(); }, [year]);
+
+  // Calculate projected operating balance and minMonth using useMemo for explanation
+  const { opBalance, minMonth } = useMemo(() => {
+    if (operatingStartBalance == null) return { opBalance: null, minMonth: null };
+    let runningBalance = operatingStartBalance;
+    let minMonth = null;
+    for (let m = 1; m <= 12; m++) {
+      let income = 0, expense = 0;
+      for (const cat of categories) {
+        const entry = entries.find((e: any) => e.category_id === cat.id && e.month === m);
+        if (cat.funding_type === 'Operating') {
+          if (cat.category_type === 'income') income += entry?.projected_amount || 0;
+          if (cat.category_type === 'expense') expense += entry?.projected_amount || 0;
+        }
+      }
+      runningBalance += income - expense;
+      if (runningBalance < 1000 && !minMonth) minMonth = m;
+    }
+    return { opBalance: runningBalance, minMonth };
+  }, [categories, entries, year, operatingStartBalance]);
+
+  const handleCellClick = (cat: any, month: number) => {
+    if (user?.role !== 'admin') return;
+    const entry = entries.find(e => e.category_id === cat.id && e.month === month);
+    setEdit({ category: cat, month, entry });
+    setForm({
+      projected_amount: (typeof entry?.projected_amount === 'number' && entry.projected_amount === 0) ? 0 : (entry?.projected_amount ?? ''),
+      actual_amount: (typeof entry?.actual_amount === 'number' && entry.actual_amount === 0) ? 0 : (entry?.actual_amount ?? '')
+    });
+  };
+
+  const handleFormChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    const { name, value } = e.target;
+    setForm(f => ({ ...f, [name]: value }));
+  };
+
+  const handleSave = async () => {
+    if (!edit) return;
+    const payload = {
+      category_id: edit.category.id,
+      year,
+      month: edit.month,
+      projected_amount: parseFloat(form.projected_amount as any),
+      actual_amount: parseFloat(form.actual_amount as any),
+    };
+    if (edit.entry) {
+      await updateCashFlowEntry(edit.entry.id, payload);
+      console.debug('CASHFLOW: Updated entry', payload);
+    } else {
+      await createCashFlowEntry(payload);
+      console.debug('CASHFLOW: Created entry', payload);
+    }
+    setEdit(null);
+    load();
+  };
+
+  const handleDelete = async () => {
+    if (edit?.entry) {
+      await deleteCashFlowEntry(edit.entry.id);
+      console.debug('CASHFLOW: Deleted entry', edit.entry.id);
+      setEdit(null);
+      load();
+    }
+  };
+
+  const handleBulkClick = (cat: any) => {
+    setBulkDialog({ open: true, category: cat, value: '' });
+  };
+  const handleBulkValueChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    setBulkDialog(b => ({ ...b, value: e.target.value }));
+  };
+  const handleBulkSubmit = () => {
+    setConfirmDialog({ open: true, onConfirm: async () => {
+      setConfirmDialog({ open: false, onConfirm: null });
+      setBulkDialog(b => ({ ...b, open: false }));
+      // For each month, create or update the entry for this category and year
+      for (let m = 1; m <= 12; m++) {
+        const entry = entries.find(e => e.category_id === bulkDialog.category.id && e.month === m);
+        const payload = {
+          category_id: bulkDialog.category.id,
+          year,
+          month: m,
+          projected_amount: parseFloat(bulkDialog.value),
+          actual_amount: entry?.actual_amount || null,
+        };
+        if (entry) {
+          await updateCashFlowEntry(entry.id, payload);
+        } else {
+          await createCashFlowEntry(payload);
+        }
+      }
+      load();
+    }});
+  };
+
+  // Group categories by funding type and type
+  const grouped = categories.reduce((acc: any, cat: any) => {
+    if (!acc[cat.funding_type]) acc[cat.funding_type] = { income: [], expense: [] };
+    acc[cat.funding_type][cat.category_type].push(cat);
+    return acc;
+  }, {});
+
+  // Add this helper function inside the CashFlows component:
+  function getTotalsForGroup(group: any[], entries: any[]) {
+    const monthTotals = Array(12).fill(0);
+    let actualTotal = 0, budgetTotal = 0;
+    group.forEach((cat: any) => {
+      for (let i = 0; i < 12; i++) {
+        const entry = entries.find((e: any) => e.category_id === cat.id && e.month === i + 1);
+        if (typeof entry?.actual_amount === 'number' && entry.actual_amount !== null) {
+          monthTotals[i] += entry.actual_amount;
+          actualTotal += entry.actual_amount;
+          budgetTotal += entry.actual_amount;
+        } else if (typeof entry?.projected_amount === 'number' && entry.projected_amount !== null) {
+          monthTotals[i] += entry.projected_amount;
+          budgetTotal += entry.projected_amount;
+        }
+      }
+    });
+    const varianceTotal = budgetTotal - actualTotal;
+    return { monthTotals, actualTotal, budgetTotal, varianceTotal };
+  }
+
+  return (
+    <Box>
+      <Box display="flex" alignItems="center" justifyContent="space-between" mb={2}>
+        <Typography variant="h5">Cash Flow Forecast ({year})</Typography>
+        <Box>
+          <Button onClick={() => setYear(y => y - 1)}>-</Button>
+          <Button onClick={() => setYear(y => y + 1)}>+</Button>
+        </Box>
+      </Box>
+      {warning && <Typography color="error" mb={1}>{warning}</Typography>}
+      {warning && typeof minMonth === 'number' && minMonth >= 1 && (
+        <Typography variant="body2" color="textSecondary" mb={2}>
+          The projected operating balance in {MONTHS[minMonth-1]} is ${opBalance.toLocaleString()}.
+        </Typography>
+      )}
+      {loading ? <Typography>Loading...</Typography> : (
+        <Box>
+          {Object.keys(grouped).map(funding => (
+            <Box key={funding} mb={4}>
+              <Typography variant="h6" color="primary" mb={1}>{funding} Accounts</Typography>
+              {['income', 'expense'].map(type => {
+                const { monthTotals, actualTotal, budgetTotal, varianceTotal } = getTotalsForGroup(grouped[funding][type], entries);
+                return (
+                  <Box key={type} mb={2}>
+                    <Typography variant="subtitle1" color={type === 'income' ? 'success.main' : 'error.main'}>{type.charAt(0).toUpperCase() + type.slice(1)}</Typography>
+                    <TableContainer component={Paper}>
+                      <Table size="small">
+                        <TableHead>
+                          <TableRow>
+                            <TableCell>Category</TableCell>
+                            {MONTHS.map((m, i) => <TableCell key={m} align="right">{m}</TableCell>)}
+                            <TableCell align="right"><b>Actual</b></TableCell>
+                            <TableCell align="right"><b>Budget</b></TableCell>
+                            <TableCell align="right"><b>Variance</b></TableCell>
+                          </TableRow>
+                        </TableHead>
+                        <TableBody>
+                          {grouped[funding][type].map((cat: any) => {
+                            // Calculate summary values for the row
+                            let actualTotal = 0, budgetTotal = 0;
+                            for (let i = 0; i < 12; i++) {
+                              const entry = entries.find((e: any) => e.category_id === cat.id && e.month === i + 1);
+                              if (typeof entry?.actual_amount === 'number' && entry.actual_amount !== null) {
+                                actualTotal += entry.actual_amount;
+                                budgetTotal += entry.actual_amount;
+                              } else if (typeof entry?.projected_amount === 'number' && entry.projected_amount !== null) {
+                                budgetTotal += entry.projected_amount;
+                              }
+                            }
+                            const variance = budgetTotal - actualTotal;
+                            return (
+                              <TableRow key={cat.id}>
+                                <TableCell>{cat.name}
+                                  {user?.role === 'admin' && (
+                                    <IconButton size="small" onClick={() => handleBulkClick(cat)}><AddIcon fontSize="small" /></IconButton>
+                                  )}
+                                </TableCell>
+                                {MONTHS.map((m, i) => {
+                                  const entry = entries.find(e => e.category_id === cat.id && e.month === i + 1);
+                                  return (
+                                    <TableCell
+                                      key={m}
+                                      align="right"
+                                      sx={{ cursor: user?.role === 'admin' ? 'pointer' : 'default' }}
+                                      onClick={() => handleCellClick(cat, i + 1)}
+                                    >
+                                      {entry ? (
+                                        <span style={{ display: 'block', position: 'relative', minHeight: 32 }}>
+                                          {typeof entry.actual_amount === 'number' && entry.actual_amount !== null ? (
+                                            <span style={{ fontWeight: 'bold', color: '#000' }}>
+                                              {entry.actual_amount.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}
+                                            </span>
+                                          ) : null}
+                                          {typeof entry.projected_amount === 'number' && entry.projected_amount !== null ? (
+                                            <span style={{ color: '#555', fontStyle: 'italic', marginLeft: 4 }}>
+                                              {entry.actual_amount == null ? entry.projected_amount.toLocaleString(undefined, { style: 'currency', currency: 'USD' }) : null}
+                                            </span>
+                                          ) : null}
+                                          {typeof entry.actual_amount === 'number' && typeof entry.projected_amount === 'number' && entry.actual_amount !== null && entry.projected_amount !== null ? (
+                                            <span style={{ position: 'absolute', right: 4, bottom: 2, fontSize: '0.7em', color: (entry.projected_amount - entry.actual_amount) < 0 ? 'red' : '#000', background: '#fff', padding: '0 2px' }}>
+                                              {entry.projected_amount - entry.actual_amount}
+                                            </span>
+                                          ) : null}
+                                        </span>
+                                      ) : (
+                                        user?.role === 'admin' ? <span style={{ color: '#bbb' }}>+</span> : null
+                                      )}
+                                    </TableCell>
+                                  );
+                                })}
+                                <TableCell align="right" style={{ fontWeight: 'bold' }}>{actualTotal.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}</TableCell>
+                                <TableCell align="right">{budgetTotal.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}</TableCell>
+                                <TableCell align="right" style={{ color: variance < 0 ? 'red' : '#000', fontWeight: 'bold' }}>{variance.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}</TableCell>
+                              </TableRow>
+                            );
+                          })}
+                          <TableRow>
+                            <TableCell style={{ fontWeight: 'bold' }}>Totals</TableCell>
+                            {monthTotals.map((total, i) => (
+                              <TableCell key={i} align="right" style={{ fontWeight: 'bold', background: '#f5f5f5' }}>{total ? total.toLocaleString(undefined, { style: 'currency', currency: 'USD' }) : ''}</TableCell>
+                            ))}
+                            <TableCell align="right" style={{ fontWeight: 'bold', background: '#f5f5f5' }}>{actualTotal.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}</TableCell>
+                            <TableCell align="right" style={{ fontWeight: 'bold', background: '#f5f5f5' }}>{budgetTotal.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}</TableCell>
+                            <TableCell align="right" style={{ fontWeight: 'bold', background: '#f5f5f5', color: varianceTotal < 0 ? 'red' : '#000' }}>{varianceTotal.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}</TableCell>
+                          </TableRow>
+                        </TableBody>
+                      </Table>
+                    </TableContainer>
+                  </Box>
+                );
+              })}
+            </Box>
+          ))}
+          <Box mt={4}>
+            <Typography variant="body2">
+              <span>Legend: </span>
+              <span style={{ fontStyle: 'italic', color: '#555' }}>Projected</span>
+              <span> values are in italics, </span>
+              <span style={{ fontWeight: 'bold', color: '#000' }}>Actuals</span>
+              <span> are in bold.</span>
+            </Typography>
+          </Box>
+        </Box>
+      )}
+      <Dialog open={!!edit} onClose={() => setEdit(null)}>
+        <DialogTitle>Edit Cash Flow Entry</DialogTitle>
+        <DialogContent>
+          <Typography gutterBottom>{edit?.category?.name} - {MONTHS[(edit?.month || 1) - 1]} {year}</Typography>
+          <TextField
+            label="Projected Amount"
+            name="projected_amount"
+            type="number"
+            value={form.projected_amount === 0 || form.projected_amount === '0' ? 0 : (form.projected_amount || '')}
+            onChange={handleFormChange}
+            fullWidth
+            margin="normal"
+          />
+          <TextField
+            label="Actual Amount"
+            name="actual_amount"
+            type="number"
+            value={form.actual_amount === 0 || form.actual_amount === '0' ? 0 : (form.actual_amount || '')}
+            onChange={handleFormChange}
+            fullWidth
+            margin="normal"
+          />
+        </DialogContent>
+        <DialogActions>
+          {edit?.entry && <Button color="error" onClick={handleDelete}>Delete</Button>}
+          <Button onClick={() => setEdit(null)}>Cancel</Button>
+          <Button onClick={handleSave} variant="contained">Save</Button>
+        </DialogActions>
+      </Dialog>
+      <Dialog open={bulkDialog.open} onClose={() => setBulkDialog(b => ({ ...b, open: false }))}>
+        <DialogTitle>Set Projected Value for All Months</DialogTitle>
+        <DialogContent>
+          <Typography gutterBottom>Set projected value for <b>{bulkDialog.category?.name}</b> for all months in {year}?</Typography>
+          <TextField
+            label="Projected Amount"
+            type="number"
+            value={bulkDialog.value}
+            onChange={handleBulkValueChange}
+            fullWidth
+            margin="normal"
+          />
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={() => setBulkDialog(b => ({ ...b, open: false }))}>Cancel</Button>
+          <Button onClick={handleBulkSubmit} variant="contained" color="primary">Set All</Button>
+        </DialogActions>
+      </Dialog>
+      <Dialog open={confirmDialog.open} onClose={() => setConfirmDialog({ open: false, onConfirm: null })}>
+        <DialogTitle>Confirm Bulk Update</DialogTitle>
+        <DialogContent>
+          <Typography>Are you sure you want to overwrite all projected values for this category and year?</Typography>
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={() => setConfirmDialog({ open: false, onConfirm: null })}>Cancel</Button>
+          <Button onClick={() => { confirmDialog.onConfirm && confirmDialog.onConfirm(); }} color="error" variant="contained">Yes, Overwrite</Button>
+        </DialogActions>
+      </Dialog>
+    </Box>
+  );
+};
+
+export default CashFlows; 

backend/backend/frontend/src/Forecasting.tsx

@@ -0,0 +1,520 @@
+import React, { useEffect, useState, useMemo } from 'react';
+import {
+  Box, Typography, Paper, TextField, Tabs, Tab, Switch, FormControlLabel, useTheme, useMediaQuery, MenuItem
+} from '@mui/material';
+import { fetchAccounts, fetchForecast } from './api';
+// Add this at the top of the file or in a .d.ts file if needed
+// @ts-ignore
+import ReactECharts from 'echarts-for-react';
+import * as echarts from 'echarts';
+
+const MONTHS = [
+  'Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun',
+  'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'
+];
+
+// Define a default color palette for Plotly traces
+const plotlyColors = [
+  '#1976d2', // blue
+  '#9c27b0', // purple
+  '#4caf50', // green
+  '#ff9800', // orange
+  '#e91e63', // pink
+  '#f44336', // red
+  '#00bcd4', // cyan
+  '#607d8b', // blue grey
+  '#795548', // brown
+  '#8bc34a', // light green
+];
+
+// Helper: get primary account for a bucket
+function getPrimaryAccount(accounts: any[], bucket: string) {
+  // For now, hardcode by name; in future, use a 'primary' property
+  if (bucket === 'Operating') {
+    return accounts.find(a => a.name.toLowerCase().includes('checking 5345')) || accounts[0];
+  } else if (bucket === 'Reserve') {
+    return accounts.find(a => a.name.toLowerCase().includes('savings')) || accounts[0];
+  }
+  return accounts[0];
+}
+
+// Custom Tooltip to ensure label and data are always in sync
+// Note: Recharts' TooltipProps typing is not compatible with destructuring, so use 'any' for props
+const CustomTooltip = (props: any) => {
+  const { active, payload, label } = props;
+  if (active && payload && payload.length) {
+    // Find the data row for this label (rawDate)
+    const row: any = payload[0].payload;
+    return (
+      <div style={{ background: 'white', border: '1px solid #ccc', padding: 12 }}>
+        <div style={{ fontWeight: 600 }}>{row.date}</div>
+        {payload.map((p: any, idx: number) => (
+          <div key={idx} style={{ color: p.color }}>
+            {p.name}: {typeof p.value === 'number' ? p.value.toLocaleString(undefined, { style: 'currency', currency: 'USD' }) : p.value}
+          </div>
+        ))}
+      </div>
+    );
+  }
+  return null;
+};
+
+const Forecasting: React.FC = () => {
+  const theme = useTheme();
+  const isMobile = useMediaQuery(theme.breakpoints.down('sm'));
+  const [accounts, setAccounts] = useState<any[]>([]);
+  const [forecast, setForecast] = useState<any[]>([]);
+  const [tab, setTab] = useState<'Operating' | 'Reserve'>('Operating');
+  const [months, setMonths] = useState(12);
+  const [showLegend, setShowLegend] = useState(true);
+  const [year, setYear] = useState<number>(new Date().getFullYear());
+  const [loading, setLoading] = useState(false);
+  const [hasLoaded, setHasLoaded] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  // Fetch accounts and forecast on tab/year/months change
+  useEffect(() => {
+    setLoading(true);
+    setError(null);
+    // Fetch accounts and forecast for the selected bucket and year
+    fetchAccounts()
+      .then(accs => {
+        setAccounts(accs);
+        // Filter accounts for the current tab (bucket)
+        let filtered = accs.filter((a: any) => a.bucket?.name?.toLowerCase() === tab.toLowerCase());
+        // Fetch forecast for the bucket
+        if (filtered.length > 0) {
+          fetchForecast({ bucket: tab, year, months })
+            .then(forecastData => {
+              setForecast(forecastData);
+              setHasLoaded(true);
+              setLoading(false);
+              setError(null);
+              // Debug logging
+              console.debug('FORECAST: fetched forecast', forecastData);
+            })
+            .catch(err => {
+              setError('Failed to fetch forecast data.');
+              setLoading(false);
+              setHasLoaded(true);
+              console.error('Forecast fetch error:', err);
+            });
+        } else {
+          setForecast([]);
+          setHasLoaded(true);
+          setLoading(false);
+        }
+      })
+      .catch(err => {
+        setError('Failed to load accounts. Please try again.');
+        setLoading(false);
+        setHasLoaded(true);
+        console.error('Accounts fetch error:', err);
+      });
+  }, [year, months, tab]);
+
+  // Filter accounts by tab (Operating/Reserve)
+  const filteredAccounts = useMemo(() => {
+    let filtered = accounts.filter((a: any) => {
+      if (!a.bucket || !a.bucket.name) {
+        console.warn('Account missing bucket or bucket.name:', a);
+      }
+      return a.bucket?.name?.toLowerCase() === tab.toLowerCase();
+    });
+    console.debug('FORECAST: filteredAccounts for tab', tab, filtered, 'from accounts', accounts);
+    return filtered;
+  }, [accounts, tab]);
+
+  // Sort accounts: primary first, then others (memoized for use in chart and elsewhere)
+  const orderedAccounts = useMemo(() => {
+    if (!filteredAccounts.length) {
+      console.warn('FORECAST: No accounts found for tab', tab, '. Check if bucket property is present on accounts.');
+      return [];
+    }
+    const primary = getPrimaryAccount(filteredAccounts, tab);
+    const others = filteredAccounts.filter(a => a.id !== primary.id);
+    return [primary, ...others];
+  }, [filteredAccounts, tab]);
+
+  // Find the earliest validated date for the selected accounts
+  const validatedDate = useMemo(() => {
+    let minDate: Date | null = null;
+    filteredAccounts.forEach((a: any) => {
+      if (a.last_validated_at) {
+        const d = new Date(a.last_validated_at);
+        if (!minDate || d < minDate) minDate = d;
+      }
+    });
+    return minDate;
+  }, [filteredAccounts]);
+
+  // Build chart data: exactly 12 months for the selected year, Jan–Dec, using backend forecast only
+  const chartData = useMemo(() => {
+    if (!filteredAccounts.length || !forecast.length) {
+      return [];
+    }
+    // Build a map of accountId -> forecast array (from backend)
+    const forecastMap: Record<number, any[]> = {};
+    forecast.forEach((f: any) => {
+      forecastMap[f.account_id] = f.forecast;
+    });
+    // Generate 12 months for the selected year: Jan–Dec
+    const months = Array.from({ length: 12 }, (_, i) => new Date(year, i, 1));
+    let chartDataArr = months.map((dateObj) => {
+      const rawDate = dateObj.toISOString().slice(0, 10); // YYYY-MM-01
+      const label = dateObj.toLocaleString('default', { month: 'short', year: 'numeric' });
+      const row: any = { rawDate, date: label };
+      filteredAccounts.forEach((a: any) => {
+        // Use the backend forecast point for this month
+        const fc = forecastMap[a.id]?.find(pt => pt.date === rawDate);
+        row[`acc_${a.id}`] = fc ? fc.balance : null;
+      });
+      row.total = filteredAccounts.reduce((sum, a) => sum + (row[`acc_${a.id}`] || 0), 0);
+      return row;
+    });
+    // Defensive: sort chartDataArr by rawDate
+    chartDataArr.sort((a, b) => new Date(a.rawDate).getTime() - new Date(b.rawDate).getTime());
+    // Do NOT filter chartDataArr; always return all 12 months
+    // Debug: print the final chart data array
+    console.debug('FORECAST: chartData (final, direct mapping)', chartDataArr);
+    return chartDataArr;
+  }, [filteredAccounts, forecast, year]);
+
+  // Remove any code that pads the start of the data array
+  // Only pad the END with a dummy month (Jan of next year)
+  const paddedChartData = (() => {
+    if (!chartData.length) return [];
+    const last = chartData[chartData.length - 1];
+    // Add Jan of next year as a dummy row
+    const janNext = { ...last, rawDate: `${year + 1}-01-01`, date: `Jan ${year + 1}` };
+    Object.keys(janNext).forEach(k => { if (k.startsWith('acc_') || k === 'total') janNext[k] = null; });
+    return [...chartData, janNext];
+  })();
+  // XAxis ticks: only Jan–Dec of selected year
+  const xTicks = chartData.map(row => row.rawDate);
+
+  // Add a helper to convert rawDate (YYYY-MM-01) to a numeric value for X axis
+  function dateToNum(rawDate: string): number {
+    // Use YYYYMM as a number (e.g., 202501 for Jan 2025)
+    const d = new Date(rawDate);
+    return d.getFullYear() * 100 + (d.getMonth() + 1);
+  }
+
+  // Find months where only the PRIMARY account falls below $1000
+  const alertMonths = useMemo(() => {
+    if (!orderedAccounts.length) return [];
+    const primaryId = orderedAccounts[0].id;
+    return chartData.reduce<number[]>((acc, row: any, idx: number) => {
+      // Use actual if present, else projected
+      const bal = row[`acc_${primaryId}`] != null ? row[`acc_${primaryId}`] : null;
+      if (bal < 1000) {
+        acc.push(idx);
+      }
+      return acc;
+    }, []);
+  }, [chartData, orderedAccounts]);
+
+  // Find maturity markers for accounts with a maturity_date in the selected year
+  const maturityMarkers = useMemo(() => {
+    return orderedAccounts
+      .filter(a => a.maturity_date)
+      .map(a => {
+        const maturity = new Date(a.maturity_date);
+        if (maturity.getFullYear() !== year) return null;
+        const monthIdx = maturity.getMonth(); // 0-based
+        return {
+          account: a,
+          monthIdx,
+          dateLabel: `${MONTHS[monthIdx]} ${year}`,
+          maturityDate: maturity,
+        };
+      })
+      .filter(Boolean);
+  }, [orderedAccounts, year]);
+
+  // Colors for accounts
+  const accountColors = useMemo(() => {
+    const palette = [theme.palette.primary.main, theme.palette.secondary.main, '#4caf50', '#ff9800', '#e91e63', '#00bcd4', '#9c27b0'];
+    const map: Record<number, string> = {};
+    orderedAccounts.forEach((a, i) => {
+      map[a.id] = palette[i % palette.length];
+    });
+    return map;
+  }, [orderedAccounts, theme]);
+
+  // Debug: log chart keys
+  useEffect(() => {
+    if (filteredAccounts.length && chartData.length) {
+      const keys = filteredAccounts.map(a => `acc_${a.id}`);
+      console.debug('FORECAST: chart keys', keys);
+      console.debug('FORECAST: chartData sample', chartData[0]);
+    }
+  }, [filteredAccounts, chartData]);
+
+  useEffect(() => {
+    // Log filtered accounts and chartData
+    console.debug('FORECAST: filteredAccounts', filteredAccounts);
+    console.debug('FORECAST: chartData', chartData.slice(0, 5));
+  }, [filteredAccounts, chartData]);
+
+  // Map chartData to include a numeric 'x' property for the X axis
+  const chartDataWithX = chartData.map(row => ({ ...row, x: dateToNum(row.rawDate) }));
+
+  // Prepare ECharts series and options
+  // Remove duplicate declaration of 'months' variable
+  // Use 'monthLabels' for the X-axis labels
+  const monthLabels = chartData.map(row => row.date); // e.g., ['Jan 2025', ...]
+  const accountKeys = Object.keys(chartData[0] || {}).filter(k => k.startsWith('acc_'));
+  const accountMap: Record<string, string> = {};
+  filteredAccounts.forEach(a => {
+    accountMap[`acc_${a.id}`] = a.name;
+  });
+
+  // --- Alert markPoint for Checking 5345 ---
+  let alertMarkPoint: any = undefined;
+  if (tab === 'Operating' && alertMonths.length > 0 && orderedAccounts.length > 0) {
+    const alertIdx = alertMonths[0];
+    const alertMonthLabel = monthLabels[alertIdx];
+    const alertBalance = chartData[alertIdx][`acc_${orderedAccounts[0].id}`];
+    alertMarkPoint = {
+      symbol: 'path://M0,40 L20,0 L40,40 Z', // triangle SVG path
+      symbolSize: 40,
+      itemStyle: { color: 'red' },
+      label: {
+        show: true,
+        color: 'red',
+        fontWeight: 'bold',
+        fontSize: 14,
+        position: 'bottom', // place label below the symbol
+        formatter: () => 'Alert',
+        // Optionally, add padding to separate text from triangle
+        padding: [4, 0, 0, 0],
+      },
+      data: [
+        {
+          name: 'Low Balance',
+          coord: [alertMonthLabel, alertBalance],
+          value: 'Alert',
+          // Use symbol as triangle with a white exclamation mark overlay
+          symbol: 'image://data:image/svg+xml;utf8,<svg width="40" height="40" xmlns="http://www.w3.org/2000/svg"><polygon points="20,0 40,40 0,40" fill="red"/><text x="20" y="30" text-anchor="middle" font-size="28" font-family="Arial" fill="white">!</text></svg>',
+          symbolSize: 40,
+        },
+      ],
+      tooltip: {
+        show: true,
+        formatter: () => `Alert: Balance below $1,000`,
+      },
+    };
+  }
+
+  // Determine current month for actual vs projected distinction
+  const currentDate = new Date();
+  const currentYear = currentDate.getFullYear();
+  const currentMonth = currentDate.getMonth(); // 0-based
+  
+  // Build account area series with actual vs projected styling
+  const accountSeries = accountKeys.map((key, idx) => {
+    const isPrimary = orderedAccounts.length && key === `acc_${orderedAccounts[0].id}`;
+    const accountColor = accountColors[parseInt(key.replace('acc_', ''))] || plotlyColors[idx % plotlyColors.length];
+    
+    // Create data with different itemStyle for actual vs projected
+    const styledData = chartData.map((row, dataIdx) => {
+      const rowDate = new Date(row.rawDate);
+      const isProjected = rowDate.getFullYear() > 2025 || 
+                         (rowDate.getFullYear() === 2025 && rowDate.getMonth() >= 7); // July and later
+      
+      return {
+        value: row[key],
+        itemStyle: {
+          color: accountColor,
+          opacity: isProjected ? 0.4 : 1.0
+        }
+      };
+    });
+    
+    return {
+      name: accountMap[key] || key,
+      type: 'line',
+      stack: 'accounts',
+      areaStyle: {
+        color: accountColor,
+        opacity: 0.8
+      },
+      emphasis: { focus: 'series' },
+      data: styledData,
+      smooth: true,
+      lineStyle: {
+        color: accountColor,
+        width: 2
+      },
+      ...(isPrimary && alertMarkPoint ? { markPoint: alertMarkPoint } : {}),
+    };
+  });
+  // Add total as a line with actual vs projected styling
+  const totalStyledData = chartData.map((row, dataIdx) => {
+    const rowDate = new Date(row.rawDate);
+    const isProjected = rowDate.getFullYear() > 2025 || 
+                       (rowDate.getFullYear() === 2025 && rowDate.getMonth() >= 7); // July and later
+    
+    return {
+      value: row.total,
+      itemStyle: {
+        color: '#f44336',
+        opacity: isProjected ? 0.6 : 1.0
+      }
+    };
+  });
+  
+  const totalSeries = {
+    name: 'Total',
+    type: 'line',
+    data: totalStyledData,
+    lineStyle: { 
+      width: 3,
+      color: '#f44336'
+    },
+    symbol: 'circle',
+    z: 10,
+    smooth: true,
+  };
+  // Add a markLine to show the boundary between actual and projected data
+  // Position the line between July and August (month 6 and 7, 0-based)
+  const julyIndex = 6; // July is month 7, but 0-based index is 6
+  const augustIndex = 7; // August is month 8, but 0-based index is 7
+  
+  // Only add the markLine if we're viewing 2025 and have data for August
+  const markLine = (year === 2025 && chartData.length > augustIndex) ? {
+    symbol: 'none',
+    lineStyle: {
+      color: '#666',
+      type: 'dashed',
+      width: 1
+    },
+    label: {
+      show: true,
+      formatter: 'Actual → Projected',
+      position: 'insideEndTop',
+      fontSize: 10,
+      color: '#666'
+    },
+    data: [
+      { xAxis: julyIndex + 0.5 } // Position between July and August
+    ]
+  } : null;
+  
+  const series = [...accountSeries, totalSeries];
+  
+  // Add markLine to the first series if it exists
+  if (markLine && series.length > 0) {
+    (series[0] as any).markLine = markLine;
+  }
+  
+  const option = {
+    tooltip: {
+      trigger: 'axis',
+      axisPointer: { type: 'cross' },
+      valueFormatter: (v: number) => v?.toLocaleString('en-US', { style: 'currency', currency: 'USD' })
+    },
+    legend: { 
+      top: 0
+    },
+    grid: { left: 80, right: 32, bottom: 32, top: 40 },
+    xAxis: {
+      type: 'category',
+      data: monthLabels,
+      boundaryGap: false,
+      axisLabel: { rotate: 0 },
+    },
+    yAxis: {
+      type: 'value',
+      axisLabel: { formatter: (v: number) => v.toLocaleString('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }) },
+      splitLine: { show: true },
+    },
+    series,
+  };
+
+  return (
+    <Box>
+      <Typography variant="h5" mb={2}>Forecasting</Typography>
+      <Paper sx={{ p: isMobile ? 1 : 2, mb: 2, display: 'flex', flexDirection: isMobile ? 'column' : 'row', alignItems: isMobile ? 'stretch' : 'center', gap: 2, justifyContent: 'space-between' }}>
+        <Box sx={{ display: 'flex', flexDirection: isMobile ? 'column' : 'row', alignItems: isMobile ? 'stretch' : 'center', gap: 2 }}>
+          <Tabs
+            value={tab}
+            onChange={(_, v) => setTab(v)}
+            textColor="primary"
+            indicatorColor="primary"
+            sx={{ minHeight: 36, height: 36, borderRadius: 2, background: theme.palette.background.paper, boxShadow: 1, fontSize: '0.95rem', mb: isMobile ? 1 : 0 }}
+          >
+            <Tab value="Operating" label="Operating" sx={{ minHeight: 36, height: 36, fontSize: '0.95rem' }} />
+            <Tab value="Reserve" label="Reserve" sx={{ minHeight: 36, height: 36, fontSize: '0.95rem' }} />
+          </Tabs>
+          <TextField
+            select
+            label="Year"
+            value={year}
+            onChange={e => setYear(Number(e.target.value))}
+            sx={{ minWidth: 100 }}
+          >
+            {[year - 1, year, year + 1].map(y => <MenuItem key={y} value={y}>{y}</MenuItem>)}
+          </TextField>
+          <TextField
+            label="Projection Months"
+            type="number"
+            value={months}
+            onChange={e => setMonths(Number(e.target.value))}
+            inputProps={{ min: 1, max: 36 }}
+            sx={{ minWidth: 120 }}
+          />
+        </Box>
+        <FormControlLabel
+          control={<Switch checked={showLegend} onChange={e => setShowLegend(e.target.checked)} />}
+          label="Show Legend"
+          sx={{ ml: isMobile ? 0 : 2 }}
+        />
+      </Paper>
+      <Paper sx={{ p: isMobile ? 1 : 2, mb: 2 }}>
+        {loading && !hasLoaded ? (
+          <Typography>Loading...</Typography>
+        ) : error ? (
+          <Typography color="error" align="center" sx={{ mt: 4 }}>{error}</Typography>
+        ) : !accounts.length ? (
+          <Typography color="error" align="center" sx={{ mt: 4 }}>
+            No accounts loaded. Please check your backend or network connection.
+          </Typography>
+        ) : !filteredAccounts.length ? (
+          <Typography color="error" align="center" sx={{ mt: 4 }}>
+            No accounts in this bucket.
+          </Typography>
+        ) : !chartData.length ? (
+          <Typography color="error" align="center" sx={{ mt: 4 }}>
+            {`No forecast data exists for ${year}`}
+          </Typography>
+        ) : (
+          <>
+            <ReactECharts option={option} style={{ height: 500, width: '100%' }} />
+            {/* Show alert if primary account balance falls below $1000 in any month */}
+            {tab === 'Operating' && alertMonths.length > 0 && (
+              <Box mt={2} mb={2}>
+                <Typography variant="body1" color="error" fontWeight={600}>
+                  Warning: Checking 5345 balance falls below $1,000 in {chartData[alertMonths[0]]?.date} (
+                    {chartData[alertMonths[0]] && chartData[alertMonths[0]][`acc_${orderedAccounts[0].id}`] != null
+                      ? chartData[alertMonths[0]][`acc_${orderedAccounts[0].id}`].toLocaleString('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 })
+                      : 'N/A'}
+                  )
+                </Typography>
+              </Box>
+            )}
+          </>
+        )}
+      </Paper>
+      <Box mt={2} mb={4}>
+        <Paper sx={{ p: isMobile ? 1 : 2, background: theme.palette.grey[100] }}>
+          <Typography variant="subtitle1" fontWeight="bold" mb={1}>Assistant Suggestions (coming soon)</Typography>
+          <Typography variant="body2" color="textSecondary">This area will provide AI-powered recommendations and alerts based on your forecasted balances and trends.</Typography>
+        </Paper>
+      </Box>
+    </Box>
+  );
+};
+
+export default Forecasting; 

backend/backend/frontend/src/Login.tsx

@@ -0,0 +1,60 @@
+import React, { useState } from 'react';
+import { useNavigate } from 'react-router-dom';
+import { Box, Button, TextField, Typography, Paper, Alert } from '@mui/material';
+import { login, fetchUser } from './auth';
+import { useContext } from 'react';
+import { AuthContext } from './App';
+
+const Login: React.FC = () => {
+  const [username, setUsername] = useState('');
+  const [password, setPassword] = useState('');
+  const [error, setError] = useState('');
+  const navigate = useNavigate();
+  const { setUser } = useContext(AuthContext);
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    setError('');
+    try {
+      await login(username, password);
+      const user = await fetchUser();
+      setUser(user);
+      navigate('/dashboard');
+    } catch (err) {
+      setError('Invalid username or password');
+    }
+  };
+
+  return (
+    <Box display="flex" justifyContent="center" alignItems="center" minHeight="100vh">
+      <Paper elevation={3} sx={{ p: 4, minWidth: 320 }}>
+        <Typography variant="h5" mb={2}>Login</Typography>
+        {error && <Alert severity="error" sx={{ mb: 2 }}>{error}</Alert>}
+        <form onSubmit={handleSubmit}>
+          <TextField
+            label="Username"
+            value={username}
+            onChange={e => setUsername(e.target.value)}
+            fullWidth
+            margin="normal"
+            required
+          />
+          <TextField
+            label="Password"
+            type="password"
+            value={password}
+            onChange={e => setPassword(e.target.value)}
+            fullWidth
+            margin="normal"
+            required
+          />
+          <Button type="submit" variant="contained" color="primary" fullWidth sx={{ mt: 2 }}>
+            Login
+          </Button>
+        </form>
+      </Paper>
+    </Box>
+  );
+};
+
+export default Login; 

backend/backend/frontend/src/Transactions.tsx

@@ -0,0 +1,328 @@
+import React, { useEffect, useState, useContext } from 'react';
+import { Box, Typography, Paper, Table, TableBody, TableCell, TableContainer, TableHead, TableRow, Button, Dialog, DialogTitle, DialogContent, DialogActions, TextField, MenuItem, IconButton, Switch, FormControlLabel } from '@mui/material';
+import DeleteIcon from '@mui/icons-material/Delete';
+import AddIcon from '@mui/icons-material/Add';
+import EditIcon from '@mui/icons-material/Edit';
+import { fetchTransactions, createTransaction, deleteTransaction, fetchAccounts, updateTransaction } from './api';
+import { AuthContext } from './App';
+
+const transactionTypes = [
+  { value: 'deposit', label: 'Deposit' },
+  { value: 'withdrawal', label: 'Withdrawal' },
+  { value: 'transfer', label: 'Transfer' },
+];
+
+const Transactions: React.FC = () => {
+  const [transactions, setTransactions] = useState<any[]>([]);
+  const [accounts, setAccounts] = useState<any[]>([]);
+  const [open, setOpen] = useState(false);
+  const [form, setForm] = useState({
+    from_account_id: '',
+    to_account_id: '',
+    amount: '',
+    planned_date: '',
+    comments: '',
+    reconciled: false,
+  });
+  const [editOpen, setEditOpen] = useState(false);
+  const [editForm, setEditForm] = useState<any>(null);
+  const [showReconciled, setShowReconciled] = useState(true);
+  const { user } = useContext(AuthContext);
+
+  const load = async () => {
+    setTransactions(await fetchTransactions());
+    setAccounts(await fetchAccounts());
+  };
+  useEffect(() => { load(); }, []);
+
+  const handleOpen = () => setOpen(true);
+  const handleClose = () => setOpen(false);
+
+  const handleChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    const { name, value, type, checked } = e.target;
+    setForm(f => ({ ...f, [name]: type === 'checkbox' ? checked : value }));
+  };
+
+  const handleSubmit = async () => {
+    // Prepare payload for backend TransactionCreate
+    const payload = {
+      account_id: parseInt(form.from_account_id),
+      related_account_id: parseInt(form.to_account_id),
+      type: 'transfer',
+      amount: parseFloat(form.amount),
+      date: form.planned_date, // maps to backend 'date'
+      description: form.comments, // maps to backend 'description'
+      reconciled: form.reconciled,
+    };
+    await createTransaction(payload);
+    setOpen(false);
+    setForm({ from_account_id: '', to_account_id: '', amount: '', planned_date: '', comments: '', reconciled: false });
+    load();
+  };
+
+  const handleDelete = async (id: number) => {
+    await deleteTransaction(id);
+    load();
+  };
+
+  const handleEditOpen = (tx: any) => {
+    setEditForm({
+      id: tx.id,
+      from_account_id: tx.account_id?.toString() || '',
+      to_account_id: tx.related_account_id?.toString() || '',
+      amount: tx.amount?.toString() || '',
+      planned_date: tx.date ? tx.date.substring(0, 10) : '',
+      comments: tx.description || '',
+      reconciled: !!tx.reconciled,
+    });
+    setEditOpen(true);
+  };
+  const handleEditClose = () => setEditOpen(false);
+  const handleEditChange = (e: React.ChangeEvent<HTMLInputElement>) => {
+    const { name, value, type, checked } = e.target;
+    setEditForm((f: any) => ({ ...f, [name]: type === 'checkbox' ? checked : value }));
+  };
+  const handleEditSubmit = async () => {
+    if (!editForm) return;
+    const payload = {
+      account_id: parseInt(editForm.from_account_id),
+      related_account_id: parseInt(editForm.to_account_id),
+      type: 'transfer',
+      amount: parseFloat(editForm.amount),
+      date: editForm.planned_date,
+      description: editForm.comments,
+      reconciled: editForm.reconciled,
+    };
+    await updateTransaction(editForm.id, payload);
+    setEditOpen(false);
+    setEditForm(null);
+    load();
+  };
+
+  // Sort accounts by bucket name, then account name
+  const sortedAccounts = [...accounts].sort((a, b) => {
+    const bucketA = (a.bucket?.name || '').toLowerCase();
+    const bucketB = (b.bucket?.name || '').toLowerCase();
+    if (bucketA < bucketB) return -1;
+    if (bucketA > bucketB) return 1;
+    const nameA = (a.name || '').toLowerCase();
+    const nameB = (b.name || '').toLowerCase();
+    if (nameA < nameB) return -1;
+    if (nameA > nameB) return 1;
+    return 0;
+  });
+  // Sort transactions by planned date (ascending)
+  const sortedTransactions = [...transactions].sort((a, b) => {
+    const dateA = a.date || '';
+    const dateB = b.date || '';
+    return dateA.localeCompare(dateB);
+  });
+  // Filter transactions by reconciled toggle
+  const filteredTransactions = showReconciled
+    ? sortedTransactions
+    : sortedTransactions.filter(tx => !tx.reconciled);
+
+  return (
+    <Box>
+      <Box display="flex" alignItems="center" justifyContent="space-between" mb={2}>
+        <Typography variant="h5">Transactions</Typography>
+        <Box display="flex" alignItems="center" gap={2}>
+          <FormControlLabel
+            control={<Switch checked={showReconciled} onChange={e => setShowReconciled(e.target.checked)} />}
+            label="Show Reconciled"
+          />
+          {user?.role === 'admin' && (
+            <Button variant="contained" startIcon={<AddIcon />} onClick={handleOpen}>Add Transaction</Button>
+          )}
+        </Box>
+      </Box>
+      <TableContainer component={Paper}>
+        <Table>
+          <TableHead>
+            <TableRow>
+              <TableCell>Reconciled</TableCell>
+              <TableCell>Planned Date</TableCell>
+              <TableCell>Amount</TableCell>
+              <TableCell>Transfer From</TableCell>
+              <TableCell>Transfer To</TableCell>
+              <TableCell>Comments</TableCell>
+              {user?.role === 'admin' && <TableCell>Actions</TableCell>}
+            </TableRow>
+          </TableHead>
+          <TableBody>
+            {filteredTransactions.map(tx => (
+              <TableRow key={tx.id}>
+                <TableCell>{tx.reconciled ? '✔️' : ''}</TableCell>
+                <TableCell>{tx.date ? tx.date.substring(0, 10) : ''}</TableCell>
+                <TableCell>{tx.amount?.toLocaleString(undefined, { style: 'currency', currency: 'USD' })}</TableCell>
+                <TableCell>{(() => {
+                  const acc = accounts.find(a => a.id === tx.account_id);
+                  return acc ? `${acc.bucket?.name ? acc.bucket.name + '-' : ''}${acc.name}` : '';
+                })()}</TableCell>
+                <TableCell>{(() => {
+                  const acc = accounts.find(a => a.id === tx.related_account_id);
+                  return acc ? `${acc.bucket?.name ? acc.bucket.name + '-' : ''}${acc.name}` : '';
+                })()}</TableCell>
+                <TableCell>{tx.description}</TableCell>
+                {user?.role === 'admin' && (
+                  <TableCell>
+                    <IconButton color="primary" onClick={() => handleEditOpen(tx)}><EditIcon /></IconButton>
+                    <IconButton color="error" onClick={() => handleDelete(tx.id)}><DeleteIcon /></IconButton>
+                  </TableCell>
+                )}
+              </TableRow>
+            ))}
+          </TableBody>
+        </Table>
+      </TableContainer>
+      <Dialog open={open} onClose={handleClose}>
+        <DialogTitle>Add Transaction</DialogTitle>
+        <DialogContent>
+          <Box display="flex" alignItems="center" mb={1}>
+            <input
+              type="checkbox"
+              name="reconciled"
+              checked={form.reconciled}
+              onChange={handleChange}
+              id="reconciled-checkbox"
+              style={{ marginRight: 8 }}
+            />
+            <label htmlFor="reconciled-checkbox">Reconciled</label>
+          </Box>
+          <TextField
+            label="Planned Date"
+            name="planned_date"
+            type="date"
+            value={form.planned_date}
+            onChange={handleChange}
+            fullWidth
+            margin="normal"
+            InputLabelProps={{ shrink: true }}
+            required
+          />
+          <TextField
+            label="Dollar Amount"
+            name="amount"
+            type="number"
+            value={form.amount}
+            onChange={handleChange}
+            fullWidth
+            margin="normal"
+            required
+          />
+          <TextField
+            select
+            label="Transfer From"
+            name="from_account_id"
+            value={form.from_account_id}
+            onChange={handleChange}
+            fullWidth
+            margin="normal"
+            required
+          >
+            {sortedAccounts.map(a => <MenuItem key={a.id} value={a.id}>{(a.bucket?.name ? a.bucket.name + '-' : '') + a.name}</MenuItem>)}
+          </TextField>
+          <TextField
+            select
+            label="Transfer To"
+            name="to_account_id"
+            value={form.to_account_id}
+            onChange={handleChange}
+            fullWidth
+            margin="normal"
+            required
+          >
+            {sortedAccounts.map(a => <MenuItem key={a.id} value={a.id}>{(a.bucket?.name ? a.bucket.name + '-' : '') + a.name}</MenuItem>)}
+          </TextField>
+          <TextField
+            label="Comments"
+            name="comments"
+            value={form.comments}
+            onChange={handleChange}
+            fullWidth
+            margin="normal"
+          />
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={handleClose}>Cancel</Button>
+          <Button onClick={handleSubmit} variant="contained">Add</Button>
+        </DialogActions>
+      </Dialog>
+      <Dialog open={editOpen} onClose={handleEditClose}>
+        <DialogTitle>Edit Transaction</DialogTitle>
+        <DialogContent>
+          <Box display="flex" alignItems="center" mb={1}>
+            <input
+              type="checkbox"
+              name="reconciled"
+              checked={editForm?.reconciled || false}
+              onChange={handleEditChange}
+              id="edit-reconciled-checkbox"
+              style={{ marginRight: 8 }}
+            />
+            <label htmlFor="edit-reconciled-checkbox">Reconciled</label>
+          </Box>
+          <TextField
+            label="Planned Date"
+            name="planned_date"
+            type="date"
+            value={editForm?.planned_date || ''}
+            onChange={handleEditChange}
+            fullWidth
+            margin="normal"
+            InputLabelProps={{ shrink: true }}
+            required
+          />
+          <TextField
+            label="Dollar Amount"
+            name="amount"
+            type="number"
+            value={editForm?.amount || ''}
+            onChange={handleEditChange}
+            fullWidth
+            margin="normal"
+            required
+          />
+          <TextField
+            select
+            label="Transfer From"
+            name="from_account_id"
+            value={editForm?.from_account_id || ''}
+            onChange={handleEditChange}
+            fullWidth
+            margin="normal"
+            required
+          >
+            {sortedAccounts.map(a => <MenuItem key={a.id} value={a.id}>{(a.bucket?.name ? a.bucket.name + '-' : '') + a.name}</MenuItem>)}
+          </TextField>
+          <TextField
+            select
+            label="Transfer To"
+            name="to_account_id"
+            value={editForm?.to_account_id || ''}
+            onChange={handleEditChange}
+            fullWidth
+            margin="normal"
+            required
+          >
+            {sortedAccounts.map(a => <MenuItem key={a.id} value={a.id}>{(a.bucket?.name ? a.bucket.name + '-' : '') + a.name}</MenuItem>)}
+          </TextField>
+          <TextField
+            label="Comments"
+            name="comments"
+            value={editForm?.comments || ''}
+            onChange={handleEditChange}
+            fullWidth
+            margin="normal"
+          />
+        </DialogContent>
+        <DialogActions>
+          <Button onClick={handleEditClose}>Cancel</Button>
+          <Button onClick={handleEditSubmit} variant="contained">Save</Button>
+        </DialogActions>
+      </Dialog>
+    </Box>
+  );
+};
+
+export default Transactions; 

backend/backend/frontend/src/api.ts

@@ -0,0 +1,60 @@
+import axios from 'axios';
+import { getToken } from './auth';
+
+const API_URL = process.env.REACT_APP_API_URL || 'http://localhost:8000';
+
+const api = axios.create({
+  baseURL: API_URL,
+});
+
+api.interceptors.request.use((config) => {
+  const token = getToken();
+  if (token) {
+    config.headers = config.headers || {};
+    config.headers['Authorization'] = `Bearer ${token}`;
+  }
+  return config;
+});
+
+// --- Accounts ---
+export const fetchAccounts = () => api.get('/accounts').then(res => res.data);
+export const fetchAccount = (id: number) => api.get(`/accounts/${id}`).then(res => res.data);
+export const fetchAccountHistory = (id: number) => api.get(`/accounts/${id}/history`).then(res => res.data);
+export const createAccount = (data: any) => api.post('/accounts', data).then(res => res.data);
+export const deleteAccount = (id: number) => api.delete(`/accounts/${id}`).then(res => res.data);
+export const updateAccount = (id: number, data: any) => api.patch(`/accounts/${id}`, data).then(res => res.data);
+
+// --- Buckets ---
+export const fetchBuckets = () => api.get('/buckets').then(res => res.data);
+export const createBucket = (data: any) => api.post('/buckets', data).then(res => res.data);
+export const deleteBucket = (id: number) => api.delete(`/buckets/${id}`).then(res => res.data);
+
+// --- Transactions ---
+export const fetchTransactions = () => api.get('/transactions').then(res => res.data);
+export const createTransaction = (data: any) => api.post('/transactions', data).then(res => res.data);
+export const updateTransaction = (id: number, data: any) => api.patch(`/transactions/${id}`, data).then(res => res.data);
+export const deleteTransaction = (id: number) => api.delete(`/transactions/${id}`).then(res => res.data);
+
+// --- Cash Flows ---
+export const fetchCashFlows = () => api.get('/cashflows').then(res => res.data);
+export const createCashFlow = (data: any) => api.post('/cashflows', data).then(res => res.data);
+export const deleteCashFlow = (id: number) => api.delete(`/cashflows/${id}`).then(res => res.data);
+
+// --- Cash Flow Categories ---
+export const fetchCashFlowCategories = () => api.get('/cashflow/categories').then(res => res.data);
+export const createCashFlowCategory = (data: any) => api.post('/cashflow/categories', data).then(res => res.data);
+export const updateCashFlowCategory = (id: number, data: any) => api.patch(`/cashflow/categories/${id}`, data).then(res => res.data);
+export const deleteCashFlowCategory = (id: number) => api.delete(`/cashflow/categories/${id}`).then(res => res.data);
+
+// --- Cash Flow Entries ---
+export const fetchCashFlowEntries = (year?: number) => api.get('/cashflow/entries', { params: year ? { year } : {} }).then(res => res.data);
+export const createCashFlowEntry = (data: any) => api.post('/cashflow/entries', data).then(res => res.data);
+export const updateCashFlowEntry = (id: number, data: any) => api.patch(`/cashflow/entries/${id}`, data).then(res => res.data);
+export const deleteCashFlowEntry = (id: number) => api.delete(`/cashflow/entries/${id}`).then(res => res.data);
+
+// --- Forecasting ---
+export const fetchForecast = (data: any) => api.post('/forecast', data).then(res => res.data);
+
+// --- Account Types ---
+export const fetchAccountTypes = () => api.get('/account-types').then(res => res.data);
+export const createAccountType = (data: any) => api.post('/account-types', data).then(res => res.data); 

backend/backend/frontend/src/auth.ts

@@ -0,0 +1,71 @@
+import axios from 'axios';
+
+const API_URL = process.env.REACT_APP_API_URL || 'http://localhost:8000';
+
+export const login = async (username: string, password: string) => {
+  console.log('LOGIN: Attempting login for', username);
+  try {
+    const response = await axios.post(`${API_URL}/token`, new URLSearchParams({
+      username,
+      password,
+    }), {
+      headers: { 'Content-Type': 'application/x-www-form-urlencoded' },
+    });
+    console.log('LOGIN: Response from backend', response);
+    const { access_token } = response.data;
+    if (!access_token) {
+      console.error('LOGIN: No access token returned', response.data);
+      throw new Error('No access token returned');
+    }
+    localStorage.setItem('token', access_token);
+    console.log('LOGIN: Token stored in localStorage', access_token);
+    return access_token;
+  } catch (err: any) {
+    console.error('LOGIN: Error during login', err);
+    // If axios error, try to get backend error message
+    if (err.response && err.response.data && err.response.data.detail) {
+      console.error('LOGIN: Backend error detail', err.response.data.detail);
+      throw new Error(err.response.data.detail);
+    }
+    throw new Error('Login failed');
+  }
+};
+
+export const logout = () => {
+  console.log('LOGOUT: Clearing token and user from localStorage');
+  localStorage.removeItem('token');
+  localStorage.removeItem('user');
+};
+
+export const getToken = () => {
+  const token = localStorage.getItem('token');
+  console.log('GET_TOKEN: Retrieved token from localStorage', token);
+  return token;
+};
+
+export const fetchUser = async () => {
+  const token = getToken();
+  if (!token) {
+    console.warn('FETCH_USER: No token found, returning null');
+    return null;
+  }
+  try {
+    console.log('FETCH_USER: Fetching user with token', token);
+    const response = await axios.get(`${API_URL}/me`, {
+      headers: { Authorization: `Bearer ${token}` },
+    });
+    localStorage.setItem('user', JSON.stringify(response.data));
+    console.log('FETCH_USER: User data from backend', response.data);
+    return response.data;
+  } catch (err: any) {
+    console.error('FETCH_USER: Error fetching user, logging out', err);
+    logout();
+    return null;
+  }
+};
+
+export const getUser = () => {
+  const user = localStorage.getItem('user');
+  console.log('GET_USER: Retrieved user from localStorage', user);
+  return user ? JSON.parse(user) : null;
+}; 

backend/backend/frontend/src/hoapro-logo.svg

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 841.9 595.3">
+    <g fill="#61DAFB">
+        <path d="M666.3 296.5c0-32.5-40.7-63.3-103.1-82.4 14.4-63.6 8-114.2-20.2-130.4-6.5-3.8-14.1-5.6-22.4-5.6v22.3c4.6 0 8.3.9 11.4 2.6 13.6 7.8 19.5 37.5 14.9 75.7-1.1 9.4-2.9 19.3-5.1 29.4-19.6-4.8-41-8.5-63.5-10.9-13.5-18.5-27.5-35.3-41.6-50 32.6-30.3 63.2-46.9 84-46.9V78c-27.5 0-63.5 19.6-99.9 53.6-36.4-33.8-72.4-53.2-99.9-53.2v22.3c20.7 0 51.4 16.5 84 46.6-14 14.7-28 31.4-41.3 49.9-22.6 2.4-44 6.1-63.6 11-2.3-10-4-19.7-5.2-29-4.7-38.2 1.1-67.9 14.6-75.8 3-1.8 6.9-2.6 11.5-2.6V78.5c-8.4 0-16 1.8-22.6 5.6-28.1 16.2-34.4 66.7-19.9 130.1-62.2 19.2-102.7 49.9-102.7 82.3 0 32.5 40.7 63.3 103.1 82.4-14.4 63.6-8 114.2 20.2 130.4 6.5 3.8 14.1 5.6 22.5 5.6 27.5 0 63.5-19.6 99.9-53.6 36.4 33.8 72.4 53.2 99.9 53.2 8.4 0 16-1.8 22.6-5.6 28.1-16.2 34.4-66.7 19.9-130.1 62-19.1 102.5-49.9 102.5-82.3zm-130.2-66.7c-3.7 12.9-8.3 26.2-13.5 39.5-4.1-8-8.4-16-13.1-24-4.6-8-9.5-15.8-14.4-23.4 14.2 2.1 27.9 4.7 41 7.9zm-45.8 106.5c-7.8 13.5-15.8 26.3-24.1 38.2-14.9 1.3-30 2-45.2 2-15.1 0-30.2-.7-45-1.9-8.3-11.9-16.4-24.6-24.2-38-7.6-13.1-14.5-26.4-20.8-39.8 6.2-13.4 13.2-26.8 20.7-39.9 7.8-13.5 15.8-26.3 24.1-38.2 14.9-1.3 30-2 45.2-2 15.1 0 30.2.7 45 1.9 8.3 11.9 16.4 24.6 24.2 38 7.6 13.1 14.5 26.4 20.8 39.8-6.3 13.4-13.2 26.8-20.7 39.9zm32.3-13c5.4 13.4 10 26.8 13.8 39.8-13.1 3.2-26.9 5.9-41.2 8 4.9-7.7 9.8-15.6 14.4-23.7 4.6-8 8.9-16.1 13-24.1zM421.2 430c-9.3-9.6-18.6-20.3-27.8-32 9 .4 18.2.7 27.5.7 9.4 0 18.7-.2 27.8-.7-9 11.7-18.3 22.4-27.5 32zm-74.4-58.9c-14.2-2.1-27.9-4.7-41-7.9 3.7-12.9 8.3-26.2 13.5-39.5 4.1 8 8.4 16 13.1 24 4.7 8 9.5 15.8 14.4 23.4zM420.7 163c9.3 9.6 18.6 20.3 27.8 32-9-.4-18.2-.7-27.5-.7-9.4 0-18.7.2-27.8.7 9-11.7 18.3-22.4 27.5-32zm-74 58.9c-4.9 7.7-9.8 15.6-14.4 23.7-4.6 8-8.9 16-13 24-5.4-13.4-10-26.8-13.8-39.8 13.1-3.1 26.9-5.8 41.2-7.9zm-90.5 125.2c-35.4-15.1-58.3-34.9-58.3-50.6 0-15.7 22.9-35.6 58.3-50.6 8.6-3.7 18-7 27.7-10.1 5.7 19.6 13.2 40 22.5 60.9-9.2 20.8-16.6 41.1-22.2 60.6-9.9-3.1-19.3-6.5-28-10.2zM310 490c-13.6-7.8-19.5-37.5-14.9-75.7 1.1-9.4 2.9-19.3 5.1-29.4 19.6 4.8 41 8.5 63.5 10.9 13.5 18.5 27.5 35.3 41.6 50-32.6 30.3-63.2 46.9-84 46.9-4.5-.1-8.3-1-11.3-2.7zm237.2-76.2c4.7 38.2-1.1 67.9-14.6 75.8-3 1.8-6.9 2.6-11.5 2.6-20.7 0-51.4-16.5-84-46.6 14-14.7 28-31.4 41.3-49.9 22.6-2.4 44-6.1 63.6-11 2.3 10.1 4.1 19.8 5.2 29.1zm38.5-66.7c-8.6 3.7-18 7-27.7 10.1-5.7-19.6-13.2-40-22.5-60.9 9.2-20.8 16.6-41.1 22.2-60.6 9.9 3.1 19.3 6.5 28.1 10.2 35.4 15.1 58.3 34.9 58.3 50.6-.1 15.7-23 35.6-58.4 50.6zM320.8 78.4z"/>
+        <circle cx="420.9" cy="296.5" r="45.7"/>
+        <path d="M520.5 78.1z"/>
+    </g>
+</svg>

backend/backend/frontend/src/images/hoapro-logo.svg

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 841.9 595.3">
+    <g fill="#61DAFB">
+        <path d="M666.3 296.5c0-32.5-40.7-63.3-103.1-82.4 14.4-63.6 8-114.2-20.2-130.4-6.5-3.8-14.1-5.6-22.4-5.6v22.3c4.6 0 8.3.9 11.4 2.6 13.6 7.8 19.5 37.5 14.9 75.7-1.1 9.4-2.9 19.3-5.1 29.4-19.6-4.8-41-8.5-63.5-10.9-13.5-18.5-27.5-35.3-41.6-50 32.6-30.3 63.2-46.9 84-46.9V78c-27.5 0-63.5 19.6-99.9 53.6-36.4-33.8-72.4-53.2-99.9-53.2v22.3c20.7 0 51.4 16.5 84 46.6-14 14.7-28 31.4-41.3 49.9-22.6 2.4-44 6.1-63.6 11-2.3-10-4-19.7-5.2-29-4.7-38.2 1.1-67.9 14.6-75.8 3-1.8 6.9-2.6 11.5-2.6V78.5c-8.4 0-16 1.8-22.6 5.6-28.1 16.2-34.4 66.7-19.9 130.1-62.2 19.2-102.7 49.9-102.7 82.3 0 32.5 40.7 63.3 103.1 82.4-14.4 63.6-8 114.2 20.2 130.4 6.5 3.8 14.1 5.6 22.5 5.6 27.5 0 63.5-19.6 99.9-53.6 36.4 33.8 72.4 53.2 99.9 53.2 8.4 0 16-1.8 22.6-5.6 28.1-16.2 34.4-66.7 19.9-130.1 62-19.1 102.5-49.9 102.5-82.3zm-130.2-66.7c-3.7 12.9-8.3 26.2-13.5 39.5-4.1-8-8.4-16-13.1-24-4.6-8-9.5-15.8-14.4-23.4 14.2 2.1 27.9 4.7 41 7.9zm-45.8 106.5c-7.8 13.5-15.8 26.3-24.1 38.2-14.9 1.3-30 2-45.2 2-15.1 0-30.2-.7-45-1.9-8.3-11.9-16.4-24.6-24.2-38-7.6-13.1-14.5-26.4-20.8-39.8 6.2-13.4 13.2-26.8 20.7-39.9 7.8-13.5 15.8-26.3 24.1-38.2 14.9-1.3 30-2 45.2-2 15.1 0 30.2.7 45 1.9 8.3 11.9 16.4 24.6 24.2 38 7.6 13.1 14.5 26.4 20.8 39.8-6.3 13.4-13.2 26.8-20.7 39.9zm32.3-13c5.4 13.4 10 26.8 13.8 39.8-13.1 3.2-26.9 5.9-41.2 8 4.9-7.7 9.8-15.6 14.4-23.7 4.6-8 8.9-16.1 13-24.1zM421.2 430c-9.3-9.6-18.6-20.3-27.8-32 9 .4 18.2.7 27.5.7 9.4 0 18.7-.2 27.8-.7-9 11.7-18.3 22.4-27.5 32zm-74.4-58.9c-14.2-2.1-27.9-4.7-41-7.9 3.7-12.9 8.3-26.2 13.5-39.5 4.1 8 8.4 16 13.1 24 4.7 8 9.5 15.8 14.4 23.4zM420.7 163c9.3 9.6 18.6 20.3 27.8 32-9-.4-18.2-.7-27.5-.7-9.4 0-18.7.2-27.8.7 9-11.7 18.3-22.4 27.5-32zm-74 58.9c-4.9 7.7-9.8 15.6-14.4 23.7-4.6 8-8.9 16-13 24-5.4-13.4-10-26.8-13.8-39.8 13.1-3.1 26.9-5.8 41.2-7.9zm-90.5 125.2c-35.4-15.1-58.3-34.9-58.3-50.6 0-15.7 22.9-35.6 58.3-50.6 8.6-3.7 18-7 27.7-10.1 5.7 19.6 13.2 40 22.5 60.9-9.2 20.8-16.6 41.1-22.2 60.6-9.9-3.1-19.3-6.5-28-10.2zM310 490c-13.6-7.8-19.5-37.5-14.9-75.7 1.1-9.4 2.9-19.3 5.1-29.4 19.6 4.8 41 8.5 63.5 10.9 13.5 18.5 27.5 35.3 41.6 50-32.6 30.3-63.2 46.9-84 46.9-4.5-.1-8.3-1-11.3-2.7zm237.2-76.2c4.7 38.2-1.1 67.9-14.6 75.8-3 1.8-6.9 2.6-11.5 2.6-20.7 0-51.4-16.5-84-46.6 14-14.7 28-31.4 41.3-49.9 22.6-2.4 44-6.1 63.6-11 2.3 10.1 4.1 19.8 5.2 29.1zm38.5-66.7c-8.6 3.7-18 7-27.7 10.1-5.7-19.6-13.2-40-22.5-60.9 9.2-20.8 16.6-41.1 22.2-60.6 9.9 3.1 19.3 6.5 28.1 10.2 35.4 15.1 58.3 34.9 58.3 50.6-.1 15.7-23 35.6-58.4 50.6zM320.8 78.4z"/>
+        <circle cx="420.9" cy="296.5" r="45.7"/>
+        <path d="M520.5 78.1z"/>
+    </g>
+</svg>

backend/backend/frontend/src/index.css

@@ -0,0 +1,13 @@
+body {
+  margin: 0;
+  font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'Roboto', 'Oxygen',
+    'Ubuntu', 'Cantarell', 'Fira Sans', 'Droid Sans', 'Helvetica Neue',
+    sans-serif;
+  -webkit-font-smoothing: antialiased;
+  -moz-osx-font-smoothing: grayscale;
+}
+
+code {
+  font-family: source-code-pro, Menlo, Monaco, Consolas, 'Courier New',
+    monospace;
+}

backend/backend/frontend/src/index.tsx

@@ -0,0 +1,22 @@
+import React from 'react';
+import ReactDOM from 'react-dom/client';
+import './index.css';
+import App from './App';
+import reportWebVitals from './reportWebVitals';
+import * as serviceWorkerRegistration from './serviceWorkerRegistration';
+
+const root = ReactDOM.createRoot(
+  document.getElementById('root') as HTMLElement
+);
+root.render(
+  <React.StrictMode>
+    <App />
+  </React.StrictMode>
+);
+
+// Register service worker for PWA
+serviceWorkerRegistration.register();
+
+// If you want to start measuring performance in your app, pass a function
+// to log results (for example: reportWebVitals(console.log))
+reportWebVitals();

backend/backend/frontend/src/logo.svg

@@ -0,0 +1,7 @@
+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 841.9 595.3">
+    <g fill="#61DAFB">
+        <path d="M666.3 296.5c0-32.5-40.7-63.3-103.1-82.4 14.4-63.6 8-114.2-20.2-130.4-6.5-3.8-14.1-5.6-22.4-5.6v22.3c4.6 0 8.3.9 11.4 2.6 13.6 7.8 19.5 37.5 14.9 75.7-1.1 9.4-2.9 19.3-5.1 29.4-19.6-4.8-41-8.5-63.5-10.9-13.5-18.5-27.5-35.3-41.6-50 32.6-30.3 63.2-46.9 84-46.9V78c-27.5 0-63.5 19.6-99.9 53.6-36.4-33.8-72.4-53.2-99.9-53.2v22.3c20.7 0 51.4 16.5 84 46.6-14 14.7-28 31.4-41.3 49.9-22.6 2.4-44 6.1-63.6 11-2.3-10-4-19.7-5.2-29-4.7-38.2 1.1-67.9 14.6-75.8 3-1.8 6.9-2.6 11.5-2.6V78.5c-8.4 0-16 1.8-22.6 5.6-28.1 16.2-34.4 66.7-19.9 130.1-62.2 19.2-102.7 49.9-102.7 82.3 0 32.5 40.7 63.3 103.1 82.4-14.4 63.6-8 114.2 20.2 130.4 6.5 3.8 14.1 5.6 22.5 5.6 27.5 0 63.5-19.6 99.9-53.6 36.4 33.8 72.4 53.2 99.9 53.2 8.4 0 16-1.8 22.6-5.6 28.1-16.2 34.4-66.7 19.9-130.1 62-19.1 102.5-49.9 102.5-82.3zm-130.2-66.7c-3.7 12.9-8.3 26.2-13.5 39.5-4.1-8-8.4-16-13.1-24-4.6-8-9.5-15.8-14.4-23.4 14.2 2.1 27.9 4.7 41 7.9zm-45.8 106.5c-7.8 13.5-15.8 26.3-24.1 38.2-14.9 1.3-30 2-45.2 2-15.1 0-30.2-.7-45-1.9-8.3-11.9-16.4-24.6-24.2-38-7.6-13.1-14.5-26.4-20.8-39.8 6.2-13.4 13.2-26.8 20.7-39.9 7.8-13.5 15.8-26.3 24.1-38.2 14.9-1.3 30-2 45.2-2 15.1 0 30.2.7 45 1.9 8.3 11.9 16.4 24.6 24.2 38 7.6 13.1 14.5 26.4 20.8 39.8-6.3 13.4-13.2 26.8-20.7 39.9zm32.3-13c5.4 13.4 10 26.8 13.8 39.8-13.1 3.2-26.9 5.9-41.2 8 4.9-7.7 9.8-15.6 14.4-23.7 4.6-8 8.9-16.1 13-24.1zM421.2 430c-9.3-9.6-18.6-20.3-27.8-32 9 .4 18.2.7 27.5.7 9.4 0 18.7-.2 27.8-.7-9 11.7-18.3 22.4-27.5 32zm-74.4-58.9c-14.2-2.1-27.9-4.7-41-7.9 3.7-12.9 8.3-26.2 13.5-39.5 4.1 8 8.4 16 13.1 24 4.7 8 9.5 15.8 14.4 23.4zM420.7 163c9.3 9.6 18.6 20.3 27.8 32-9-.4-18.2-.7-27.5-.7-9.4 0-18.7.2-27.8.7 9-11.7 18.3-22.4 27.5-32zm-74 58.9c-4.9 7.7-9.8 15.6-14.4 23.7-4.6 8-8.9 16-13 24-5.4-13.4-10-26.8-13.8-39.8 13.1-3.1 26.9-5.8 41.2-7.9zm-90.5 125.2c-35.4-15.1-58.3-34.9-58.3-50.6 0-15.7 22.9-35.6 58.3-50.6 8.6-3.7 18-7 27.7-10.1 5.7 19.6 13.2 40 22.5 60.9-9.2 20.8-16.6 41.1-22.2 60.6-9.9-3.1-19.3-6.5-28-10.2zM310 490c-13.6-7.8-19.5-37.5-14.9-75.7 1.1-9.4 2.9-19.3 5.1-29.4 19.6 4.8 41 8.5 63.5 10.9 13.5 18.5 27.5 35.3 41.6 50-32.6 30.3-63.2 46.9-84 46.9-4.5-.1-8.3-1-11.3-2.7zm237.2-76.2c4.7 38.2-1.1 67.9-14.6 75.8-3 1.8-6.9 2.6-11.5 2.6-20.7 0-51.4-16.5-84-46.6 14-14.7 28-31.4 41.3-49.9 22.6-2.4 44-6.1 63.6-11 2.3 10.1 4.1 19.8 5.2 29.1zm38.5-66.7c-8.6 3.7-18 7-27.7 10.1-5.7-19.6-13.2-40-22.5-60.9 9.2-20.8 16.6-41.1 22.2-60.6 9.9 3.1 19.3 6.5 28.1 10.2 35.4 15.1 58.3 34.9 58.3 50.6-.1 15.7-23 35.6-58.4 50.6zM320.8 78.4z"/>
+        <circle cx="420.9" cy="296.5" r="45.7"/>
+        <path d="M520.5 78.1z"/>
+    </g>
+</svg>

backend/backend/frontend/src/reportWebVitals.ts

@@ -0,0 +1,15 @@
+import { ReportHandler } from 'web-vitals';
+
+const reportWebVitals = (onPerfEntry?: ReportHandler) => {
+  if (onPerfEntry && onPerfEntry instanceof Function) {
+    import('web-vitals').then(({ getCLS, getFID, getFCP, getLCP, getTTFB }) => {
+      getCLS(onPerfEntry);
+      getFID(onPerfEntry);
+      getFCP(onPerfEntry);
+      getLCP(onPerfEntry);
+      getTTFB(onPerfEntry);
+    });
+  }
+};
+
+export default reportWebVitals;

backend/backend/frontend/src/service-worker.ts

@@ -0,0 +1,80 @@
+/// <reference lib="webworker" />
+/* eslint-disable no-restricted-globals */
+
+// This service worker can be customized!
+// See https://developers.google.com/web/tools/workbox/modules
+// for the list of available Workbox modules, or add any other
+// code you'd like.
+// You can also remove this file if you'd prefer not to use a
+// service worker, and the Workbox build step will be skipped.
+
+import { clientsClaim } from 'workbox-core';
+import { ExpirationPlugin } from 'workbox-expiration';
+import { precacheAndRoute, createHandlerBoundToURL } from 'workbox-precaching';
+import { registerRoute } from 'workbox-routing';
+import { StaleWhileRevalidate } from 'workbox-strategies';
+
+declare const self: ServiceWorkerGlobalScope;
+
+clientsClaim();
+
+// Precache all of the assets generated by your build process.
+// Their URLs are injected into the manifest variable below.
+// This variable must be present somewhere in your service worker file,
+// even if you decide not to use precaching. See https://cra.link/PWA
+precacheAndRoute(self.__WB_MANIFEST);
+
+// Set up App Shell-style routing, so that all navigation requests
+// are fulfilled with your index.html shell. Learn more at
+// https://developers.google.com/web/fundamentals/architecture/app-shell
+const fileExtensionRegexp = new RegExp('/[^/?]+\\.[^/]+$');
+registerRoute(
+  // Return false to exempt requests from being fulfilled by index.html.
+  ({ request, url }: { request: Request; url: URL }) => {
+    // If this isn't a navigation, skip.
+    if (request.mode !== 'navigate') {
+      return false;
+    }
+
+    // If this is a URL that starts with /_, skip.
+    if (url.pathname.startsWith('/_')) {
+      return false;
+    }
+
+    // If this looks like a URL for a resource, because it contains
+    // a file extension, skip.
+    if (url.pathname.match(fileExtensionRegexp)) {
+      return false;
+    }
+
+    // Return true to signal that we want to use the handler.
+    return true;
+  },
+  createHandlerBoundToURL(process.env.PUBLIC_URL + '/index.html')
+);
+
+// An example runtime caching route for requests that aren't handled by the
+// precache, in this case same-origin .png requests like those from in public/
+registerRoute(
+  // Add in any other file extensions or routing criteria as needed.
+  ({ url }) => url.origin === self.location.origin && url.pathname.endsWith('.png'),
+  // Customize this strategy as needed, e.g., by changing to CacheFirst.
+  new StaleWhileRevalidate({
+    cacheName: 'images',
+    plugins: [
+      // Ensure that once this runtime cache reaches a maximum size the
+      // least-recently used images are removed.
+      new ExpirationPlugin({ maxEntries: 50 }),
+    ],
+  })
+);
+
+// This allows the web app to trigger skipWaiting via
+// registration.waiting.postMessage({type: 'SKIP_WAITING'})
+self.addEventListener('message', (event) => {
+  if (event.data && event.data.type === 'SKIP_WAITING') {
+    self.skipWaiting();
+  }
+});
+
+// Any other custom service worker logic can go here.

backend/backend/frontend/src/serviceWorkerRegistration.ts

@@ -0,0 +1,142 @@
+// This optional code is used to register a service worker.
+// register() is not called by default.
+
+// This lets the app load faster on subsequent visits in production, and gives
+// it offline capabilities. However, it also means that developers (and users)
+// will only see deployed updates on subsequent visits to a page, after all the
+// existing tabs open on the page have been closed, since previously cached
+// resources are updated in the background.
+
+// To learn more about the benefits of this model and instructions on how to
+// opt-in, read https://cra.link/PWA
+
+const isLocalhost = Boolean(
+  window.location.hostname === 'localhost' ||
+    // [::1] is the IPv6 localhost address.
+    window.location.hostname === '[::1]' ||
+    // 127.0.0.0/8 are considered localhost for IPv4.
+    window.location.hostname.match(/^127(?:\.(?:25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?)){3}$/)
+);
+
+type Config = {
+  onSuccess?: (registration: ServiceWorkerRegistration) => void;
+  onUpdate?: (registration: ServiceWorkerRegistration) => void;
+};
+
+export function register(config?: Config) {
+  if (process.env.NODE_ENV === 'production' && 'serviceWorker' in navigator) {
+    // The URL constructor is available in all browsers that support SW.
+    const publicUrl = new URL(process.env.PUBLIC_URL ?? '', window.location.href);
+    if (publicUrl.origin !== window.location.origin) {
+      // Our service worker won't work if PUBLIC_URL is on a different origin
+      // from what our page is served on. This might happen if a CDN is used to
+      // serve assets; see https://github.com/facebook/create-react-app/issues/2374
+      return;
+    }
+
+    window.addEventListener('load', () => {
+      const swUrl = `${process.env.PUBLIC_URL}/service-worker.js`;
+
+      if (isLocalhost) {
+        // This is running on localhost. Let's check if a service worker still exists or not.
+        checkValidServiceWorker(swUrl, config);
+
+        // Add some additional logging to localhost, pointing developers to the
+        // service worker/PWA documentation.
+        navigator.serviceWorker.ready.then(() => {
+          console.log(
+            'This web app is being served cache-first by a service ' +
+              'worker. To learn more, visit https://cra.link/PWA'
+          );
+        });
+      } else {
+        // Is not localhost. Just register service worker
+        registerValidSW(swUrl, config);
+      }
+    });
+  }
+}
+
+function registerValidSW(swUrl: string, config?: Config) {
+  navigator.serviceWorker
+    .register(swUrl)
+    .then((registration) => {
+      registration.onupdatefound = () => {
+        const installingWorker = registration.installing;
+        if (installingWorker == null) {
+          return;
+        }
+        installingWorker.onstatechange = () => {
+          if (installingWorker.state === 'installed') {
+            if (navigator.serviceWorker.controller) {
+              // At this point, the updated precached content has been fetched,
+              // but the previous service worker will still serve the older
+              // content until all client tabs are closed.
+              console.log(
+                'New content is available and will be used when all ' +
+                  'tabs for this page are closed. See https://cra.link/PWA.'
+              );
+
+              // Execute callback
+              if (config && config.onUpdate) {
+                config.onUpdate(registration);
+              }
+            } else {
+              // At this point, everything has been precached.
+              // It's the perfect time to display a
+              // "Content is cached for offline use." message.
+              console.log('Content is cached for offline use.');
+
+              // Execute callback
+              if (config && config.onSuccess) {
+                config.onSuccess(registration);
+              }
+            }
+          }
+        };
+      };
+    })
+    .catch((error) => {
+      console.error('Error during service worker registration:', error);
+    });
+}
+
+function checkValidServiceWorker(swUrl: string, config?: Config) {
+  // Check if the service worker can be found. If it can't reload the page.
+  fetch(swUrl, {
+    headers: { 'Service-Worker': 'script' },
+  })
+    .then((response) => {
+      // Ensure service worker exists, and that we really are getting a JS file.
+      const contentType = response.headers.get('content-type');
+      if (
+        response.status === 404 ||
+        (contentType != null && contentType.indexOf('javascript') === -1)
+      ) {
+        // No service worker found. Probably a different app. Reload the page.
+        navigator.serviceWorker.ready.then((registration) => {
+          registration.unregister().then(() => {
+            window.location.reload();
+          });
+        });
+      } else {
+        // Service worker found. Proceed as normal.
+        registerValidSW(swUrl, config);
+      }
+    })
+    .catch(() => {
+      console.log('No internet connection found. App is running in offline mode.');
+    });
+}
+
+export function unregister() {
+  if ('serviceWorker' in navigator) {
+    navigator.serviceWorker.ready
+      .then((registration) => {
+        registration.unregister();
+      })
+      .catch((error) => {
+        console.error(error.message);
+      });
+  }
+}

backend/backend/frontend/src/setupTests.ts

@@ -0,0 +1,5 @@
+// jest-dom adds custom jest matchers for asserting on DOM nodes.
+// allows you to do things like:
+// expect(element).toHaveTextContent(/react/i)
+// learn more: https://github.com/testing-library/jest-dom
+import '@testing-library/jest-dom';

backend/backend/frontend/src/theme.ts

@@ -0,0 +1,24 @@
+import { createTheme } from '@mui/material/styles';
+
+export const getTheme = (mode: 'light' | 'dark') =>
+  createTheme({
+    palette: {
+      mode,
+      primary: {
+        main: mode === 'light' ? '#1976d2' : '#90caf9',
+      },
+      background: {
+        default: mode === 'light' ? '#f5f5f5' : '#121212',
+        paper: mode === 'light' ? '#fff' : '#1e1e1e',
+      },
+    },
+    components: {
+      MuiAppBar: {
+        styleOverrides: {
+          colorPrimary: {
+            backgroundColor: mode === 'light' ? '#1976d2' : '#23272f',
+          },
+        },
+      },
+    },
+  }); 

backend/backend/frontend/tsconfig.json

@@ -0,0 +1,15 @@
+{
+  "compilerOptions": {
+    "target": "ES6",
+    "module": "ESNext",
+    "lib": ["DOM", "ESNext"],
+    "jsx": "react-jsx",
+    "moduleResolution": "Node",
+    "esModuleInterop": true,
+    "allowSyntheticDefaultImports": true,
+    "strict": true,
+    "skipLibCheck": true,
+    "forceConsistentCasingInFileNames": true
+  },
+  "include": ["src"]
+}

backend/backend/hoa_app/__init__.py

@@ -0,0 +1 @@
+ 

backend/backend/hoa_app/api.py

@@ -0,0 +1,2 @@
+# If you get a network error or 500 from the backend, display a user-friendly message to the user, e.g.:
+# setError("Backend service unavailable. Please try again later.") 

backend/backend/hoa_app/auth.py

@@ -0,0 +1,104 @@
+from datetime import datetime, timedelta
+from typing import Optional
+from jose import JWTError, jwt
+from passlib.context import CryptContext
+from fastapi import Depends, HTTPException, status
+from fastapi.security import OAuth2PasswordBearer
+from sqlalchemy.orm import Session
+from .models import User, RoleEnum
+from .database import SessionLocal
+from .logging_config import setup_logging, DEBUG_LOGGING
+import logging
+
+# Secret key for JWT
+SECRET_KEY = "your-secret-key"  # Replace with a secure key in production
+ALGORITHM = "HS256"
+ACCESS_TOKEN_EXPIRE_MINUTES = 60
+
+pwd_context = CryptContext(schemes=["bcrypt"], deprecated="auto")
+oauth2_scheme = OAuth2PasswordBearer(tokenUrl="/token")
+
+setup_logging()
+auth_logger = logging.getLogger("hoa_app.auth")
+
+def get_db():
+    db = SessionLocal()
+    try:
+        yield db
+    finally:
+        db.close()
+
+def verify_password(plain_password, hashed_password):
+    try:
+        result = pwd_context.verify(plain_password, hashed_password)
+        if DEBUG_LOGGING:
+            auth_logger.debug(f"Password verification result: {result}")
+        return result
+    except Exception as e:
+        auth_logger.error(f"Password verification error: {e}")
+        return False
+
+def get_password_hash(password):
+    hash = pwd_context.hash(password)
+    if DEBUG_LOGGING:
+        auth_logger.debug(f"Generated password hash: {hash}")
+    return hash
+
+def create_access_token(data: dict, expires_delta: Optional[timedelta] = None):
+    to_encode = data.copy()
+    if expires_delta:
+        expire = datetime.utcnow() + expires_delta
+    else:
+        expire = datetime.utcnow() + timedelta(minutes=ACCESS_TOKEN_EXPIRE_MINUTES)
+    to_encode.update({"exp": expire})
+    encoded_jwt = jwt.encode(to_encode, SECRET_KEY, algorithm=ALGORITHM)
+    if DEBUG_LOGGING:
+        auth_logger.debug(f"Created JWT for {data.get('sub')}")
+    return encoded_jwt
+
+def get_user_by_username(db: Session, username: str):
+    user = db.query(User).filter(User.username == username).first()
+    if DEBUG_LOGGING:
+        auth_logger.debug(f"User lookup for '{username}': {'found' if user else 'not found'}")
+    return user
+
+def authenticate_user(db: Session, username: str, password: str):
+    user = get_user_by_username(db, username)
+    if not user:
+        auth_logger.warning(f"Authentication failed: user '{username}' not found.")
+        return None
+    if not verify_password(password, user.password_hash):
+        auth_logger.warning(f"Authentication failed: invalid password for user '{username}'.")
+        return None
+    auth_logger.info(f"Authentication successful for user '{username}'.")
+    return user
+
+def get_current_user(db: Session = Depends(get_db), token: str = Depends(oauth2_scheme)):
+    credentials_exception = HTTPException(
+        status_code=status.HTTP_401_UNAUTHORIZED,
+        detail="Could not validate credentials",
+        headers={"WWW-Authenticate": "Bearer"},
+    )
+    try:
+        payload = jwt.decode(token, SECRET_KEY, algorithms=[ALGORITHM])
+        username = payload.get("sub")
+        if not isinstance(username, str):
+            auth_logger.warning("JWT decode failed: no username in token or not a string.")
+            raise credentials_exception
+    except JWTError as e:
+        auth_logger.warning(f"JWT decode error: {e}")
+        raise credentials_exception
+    user = get_user_by_username(db, username)
+    if user is None:
+        auth_logger.warning(f"JWT user not found: {username}")
+        raise credentials_exception
+    return user
+
+def get_current_active_user(current_user: User = Depends(get_current_user)):
+    return current_user
+
+def get_current_admin_user(current_user: User = Depends(get_current_user)):
+    if current_user.role.name != RoleEnum.admin:
+        auth_logger.warning(f"Admin privileges required. User: {current_user.username}")
+        raise HTTPException(status_code=403, detail="Admin privileges required")
+    return current_user 

backend/backend/hoa_app/database.py

@@ -0,0 +1,23 @@
+from sqlalchemy import create_engine
+from sqlalchemy.orm import sessionmaker
+from .models import Base
+from .logging_config import setup_logging, DEBUG_LOGGING
+import logging
+
+SQLALCHEMY_DATABASE_URL = "sqlite:///./hoa_app.db"
+
+engine = create_engine(
+    SQLALCHEMY_DATABASE_URL, connect_args={"check_same_thread": False}
+)
+SessionLocal = sessionmaker(autocommit=False, autoflush=False, bind=engine)
+
+setup_logging()
+db_logger = logging.getLogger("hoa_app.database")
+
+def init_db():
+    try:
+        Base.metadata.create_all(bind=engine)
+        db_logger.info("Database tables created/verified.")
+    except Exception as e:
+        db_logger.error(f"Database initialization error: {e}")
+        raise 

backend/backend/hoa_app/logging_config.py

@@ -0,0 +1,29 @@
+import logging
+from logging.handlers import RotatingFileHandler
+import os
+
+# Debug toggle: set to True for verbose debug logging
+DEBUG_LOGGING = os.environ.get('HOA_APP_DEBUG', '1') == '1'
+
+LOG_LEVEL = logging.DEBUG if DEBUG_LOGGING else logging.INFO
+LOG_FILE = os.environ.get('HOA_APP_LOGFILE', 'hoa_app.log')
+
+formatter = logging.Formatter('[%(asctime)s] %(levelname)s %(name)s: %(message)s')
+
+file_handler = RotatingFileHandler(LOG_FILE, maxBytes=2*1024*1024, backupCount=3)
+file_handler.setFormatter(formatter)
+file_handler.setLevel(LOG_LEVEL)
+
+console_handler = logging.StreamHandler()
+console_handler.setFormatter(formatter)
+console_handler.setLevel(LOG_LEVEL)
+
+def setup_logging():
+    root_logger = logging.getLogger()
+    root_logger.setLevel(LOG_LEVEL)
+    # Avoid duplicate handlers if re-imported
+    if not any(isinstance(h, RotatingFileHandler) for h in root_logger.handlers):
+        root_logger.addHandler(file_handler)
+    if not any(isinstance(h, logging.StreamHandler) and not isinstance(h, RotatingFileHandler) for h in root_logger.handlers):
+        root_logger.addHandler(console_handler)
+    logging.debug(f"Logging initialized. Level: {LOG_LEVEL}, File: {LOG_FILE}, Debug: {DEBUG_LOGGING}") 

backend/backend/hoa_app/main.py

@@ -0,0 +1,856 @@
+from fastapi import FastAPI, Depends, HTTPException, status, Body
+from fastapi.middleware.cors import CORSMiddleware
+from sqlalchemy.orm import Session
+from . import models, schemas, auth, database
+from .models import User, Role, RoleEnum
+from .auth import get_db, get_password_hash, authenticate_user, create_access_token, get_current_active_user, get_current_admin_user
+from fastapi.security import OAuth2PasswordRequestForm
+from sqlalchemy.exc import IntegrityError
+from .schemas import BucketCreate, BucketRead, AccountCreate, AccountRead, TransactionCreate, TransactionRead, CashFlowCreate, CashFlowRead, ForecastRequest, ForecastResponse, ForecastPoint, ReportRequest, ReportResponse, ReportEntry, CashFlowCategoryCreate, CashFlowCategoryRead, CashFlowEntryCreate, CashFlowEntryRead
+from datetime import datetime, timedelta, date as date_cls
+from sqlalchemy import and_, func
+from .logging_config import setup_logging, DEBUG_LOGGING
+import logging
+import os
+from pydantic import BaseModel
+from typing import Optional, List
+from fastapi.responses import JSONResponse
+from fastapi.requests import Request
+from collections import defaultdict
+from bisect import bisect_left
+import calendar
+
+app = FastAPI()
+
+# Add CORS middleware
+app.add_middleware(
+    CORSMiddleware,
+    allow_origins=[
+        "http://192.168.2.52:3000",
+        "http://starship2:3000"
+    ],
+    allow_credentials=True,
+    allow_methods=["*"],
+    allow_headers=["*"],
+)
+
+setup_logging()
+logger = logging.getLogger(__name__)
+
+def create_default_admin(db: Session):
+    logger.info("Ensuring default admin and user roles exist.")
+    admin_role = db.query(Role).filter(Role.name == RoleEnum.admin).first()
+    if not admin_role:
+        admin_role = Role(name=RoleEnum.admin)
+        db.add(admin_role)
+        db.commit()
+        db.refresh(admin_role)
+        logger.info("Created admin role.")
+    user_role = db.query(Role).filter(Role.name == RoleEnum.user).first()
+    if not user_role:
+        user_role = Role(name=RoleEnum.user)
+        db.add(user_role)
+        db.commit()
+        logger.info("Created user role.")
+    admin_user = db.query(User).filter(User.username == "admin").first()
+    admin_password = os.environ.get("ADMIN_PASSWORD", "admin")
+    if not admin_user:
+        admin_user = User(
+            username="admin",
+            password_hash=get_password_hash(admin_password),
+            role_id=admin_role.id
+        )
+        db.add(admin_user)
+        db.commit()
+        logger.info(f"Created default admin user with username 'admin' and password from {'ADMIN_PASSWORD env' if os.environ.get('ADMIN_PASSWORD') else 'default' }.")
+    else:
+        # Check if the password hash matches the current ADMIN_PASSWORD
+        from .auth import verify_password
+        if not verify_password(admin_password, admin_user.password_hash):
+            logger.warning("Admin password hash does not match ADMIN_PASSWORD. To reset, delete the admin user or set ADMIN_PASSWORD and remove the user.")
+        logger.debug("Admin user already exists.")
+
+@app.on_event("startup")
+def on_startup():
+    logger.info("Starting up application and initializing database.")
+    database.init_db()
+    db = next(get_db())
+    create_default_admin(db)
+    # Health check: verify bcrypt and passlib
+    try:
+        import bcrypt
+        import passlib
+        logger.info(f"bcrypt version: {getattr(bcrypt, '__version__', 'unknown')}, passlib version: {getattr(passlib, '__version__', 'unknown')}")
+    except Exception as e:
+        logger.error(f"Dependency check failed: {e}")
+    db.close()
+    logger.info("Startup complete.")
+
+@app.get("/health")
+def health_check():
+    """Health check endpoint for service and dependency status."""
+    try:
+        import bcrypt
+        import passlib
+        bcrypt_version = getattr(bcrypt, '__version__', 'unknown')
+        passlib_version = getattr(passlib, '__version__', 'unknown')
+        return {"status": "ok", "bcrypt_version": bcrypt_version, "passlib_version": passlib_version}
+    except Exception as e:
+        return {"status": "error", "error": str(e)}
+
+@app.exception_handler(Exception)
+async def global_exception_handler(request: Request, exc: Exception):
+    logger.error(f"Unhandled exception: {exc}", exc_info=True)
+    return JSONResponse(
+        status_code=503,
+        content={"detail": "Backend service unavailable. Please check the logs for more information."},
+    )
+
+@app.post("/register", response_model=schemas.UserRead)
+def register(user: schemas.UserCreate, db: Session = Depends(get_db)):
+    logger.info(f"Register endpoint called for username: {user.username}")
+    user_role = db.query(Role).filter(Role.name == RoleEnum.user).first()
+    if not user_role:
+        logger.error("User role not found during registration.")
+        raise HTTPException(status_code=500, detail="User role not found.")
+    db_user = User(
+        username=user.username,
+        password_hash=get_password_hash(user.password),
+        role_id=user_role.id
+    )
+    db.add(db_user)
+    try:
+        db.commit()
+        db.refresh(db_user)
+        logger.info(f"User registered: {user.username}")
+    except IntegrityError:
+        db.rollback()
+        logger.warning(f"Registration failed: Username already registered: {user.username}")
+        raise HTTPException(status_code=400, detail="Username already registered.")
+    return schemas.UserRead(id=db_user.id, username=db_user.username, role=db_user.role.name)
+
+@app.post("/token", response_model=schemas.Token)
+def login(form_data: OAuth2PasswordRequestForm = Depends(), db: Session = Depends(get_db)):
+    logger.info(f"Login attempt for username: {form_data.username}")
+    user = authenticate_user(db, form_data.username, form_data.password)
+    if not user:
+        logger.warning(f"Login failed for username: {form_data.username}")
+        raise HTTPException(status_code=401, detail="Incorrect username or password")
+    access_token = create_access_token(data={"sub": user.username})
+    logger.info(f"Login successful for username: {form_data.username}")
+    return {"access_token": access_token, "token_type": "bearer"}
+
+@app.get("/me", response_model=schemas.UserRead)
+def read_users_me(current_user: User = Depends(get_current_active_user)):
+    logger.debug(f"/me endpoint called for user: {current_user.username}")
+    return schemas.UserRead(id=current_user.id, username=current_user.username, role=current_user.role.name)
+
+@app.get("/admin-only")
+def admin_only(current_user: User = Depends(get_current_admin_user)):
+    logger.debug(f"/admin-only endpoint accessed by: {current_user.username}")
+    return {"message": f"Hello, {current_user.username}. You are an admin."}
+
+# --- Bucket Endpoints ---
+@app.post("/buckets", response_model=BucketRead, dependencies=[Depends(get_current_admin_user)])
+def create_bucket(bucket: BucketCreate, db: Session = Depends(get_db)):
+    logger.info(f"Create bucket called: {bucket.name}")
+    if not bucket.name or len(bucket.name) < 2:
+        logger.warning("Bucket name too short.")
+        raise HTTPException(status_code=422, detail="Bucket name must be at least 2 characters.")
+    if db.query(models.Bucket).filter(models.Bucket.name == bucket.name).first():
+        logger.warning(f"Bucket name already exists: {bucket.name}")
+        raise HTTPException(status_code=400, detail="Bucket name already exists.")
+    db_bucket = models.Bucket(name=bucket.name, description=bucket.description)
+    db.add(db_bucket)
+    db.commit()
+    db.refresh(db_bucket)
+    logger.info(f"Bucket created: {bucket.name}")
+    return db_bucket
+
+@app.get("/buckets", response_model=list[BucketRead], dependencies=[Depends(get_current_active_user)])
+def list_buckets(db: Session = Depends(get_db)):
+    logger.debug("List buckets called.")
+    return db.query(models.Bucket).all()
+
+@app.get("/buckets/{bucket_id}", response_model=BucketRead, dependencies=[Depends(get_current_active_user)])
+def get_bucket(bucket_id: int, db: Session = Depends(get_db)):
+    logger.debug(f"Get bucket called: {bucket_id}")
+    bucket = db.query(models.Bucket).filter(models.Bucket.id == bucket_id).first()
+    if not bucket:
+        logger.warning(f"Bucket not found: {bucket_id}")
+        raise HTTPException(status_code=404, detail="Bucket not found")
+    return bucket
+
+@app.delete("/buckets/{bucket_id}", dependencies=[Depends(get_current_admin_user)])
+def delete_bucket(bucket_id: int, db: Session = Depends(get_db)):
+    logger.info(f"Delete bucket called: {bucket_id}")
+    bucket = db.query(models.Bucket).filter(models.Bucket.id == bucket_id).first()
+    if not bucket:
+        logger.warning(f"Bucket not found for delete: {bucket_id}")
+        raise HTTPException(status_code=404, detail="Bucket not found")
+    db.delete(bucket)
+    db.commit()
+    logger.info(f"Bucket deleted: {bucket_id}")
+    return {"detail": "Bucket deleted"}
+
+# --- Account Endpoints ---
+@app.post("/account-types", response_model=schemas.AccountTypeRead, dependencies=[Depends(get_current_admin_user)])
+def create_account_type(account_type: schemas.AccountTypeCreate, db: Session = Depends(get_db)):
+    logger.info(f"Create account type called: {account_type.name}")
+    if db.query(models.AccountType).filter(models.AccountType.name == account_type.name).first():
+        logger.warning(f"Account type already exists: {account_type.name}")
+        raise HTTPException(status_code=400, detail="Account type already exists.")
+    db_account_type = models.AccountType(name=account_type.name)
+    db.add(db_account_type)
+    db.commit()
+    db.refresh(db_account_type)
+    logger.info(f"Account type created: {account_type.name}")
+    return db_account_type
+
+@app.get("/account-types", response_model=list[schemas.AccountTypeRead], dependencies=[Depends(get_current_active_user)])
+def list_account_types(db: Session = Depends(get_db)):
+    logger.debug("List account types called.")
+    return db.query(models.AccountType).all()
+
+@app.post("/accounts", response_model=schemas.AccountRead, dependencies=[Depends(get_current_admin_user)])
+def create_account(account: schemas.AccountCreate, db: Session = Depends(get_db)):
+    logger.info(f"Create account called: {account.name}")
+    maturity_date = account.maturity_date
+    if isinstance(maturity_date, str) and maturity_date:
+        try:
+            maturity_date = datetime.fromisoformat(maturity_date)
+        except Exception as e:
+            logger.error(f"Invalid maturity_date format: {maturity_date}")
+            raise HTTPException(status_code=400, detail="Invalid maturity_date format. Use YYYY-MM-DD.")
+    db_account = models.Account(
+        name=account.name,
+        institution_name=account.institution_name,
+        interest_rate=account.interest_rate,
+        maturity_date=maturity_date,
+        balance=account.balance,
+        bucket_id=account.bucket_id,
+        account_type_id=account.account_type_id
+    )
+    db.add(db_account)
+    db.commit()
+    db.refresh(db_account)
+    # Create initial balance history
+    new_history = models.AccountBalanceHistory(
+        account_id=db_account.id,
+        balance=db_account.balance,
+        date=datetime.utcnow()
+    )
+    db.add(new_history)
+    db.commit()
+    logger.info(f"Account created: {account.name}")
+    return db_account
+
+@app.get("/accounts", response_model=list[AccountRead], dependencies=[Depends(get_current_active_user)])
+def list_accounts(db: Session = Depends(get_db)):
+    logger.debug("List accounts called.")
+    return db.query(models.Account).all()
+
+@app.get("/accounts/{account_id}", response_model=AccountRead, dependencies=[Depends(get_current_active_user)])
+def get_account(account_id: int, db: Session = Depends(get_db)):
+    logger.debug(f"Get account called: {account_id}")
+    account = db.query(models.Account).filter(models.Account.id == account_id).first()
+    if not account:
+        logger.warning(f"Account not found: {account_id}")
+        raise HTTPException(status_code=404, detail="Account not found")
+    return account
+
+@app.delete("/accounts/{account_id}", dependencies=[Depends(get_current_admin_user)])
+def delete_account(account_id: int, db: Session = Depends(get_db)):
+    logger.info(f"Delete account called: {account_id}")
+    account = db.query(models.Account).filter(models.Account.id == account_id).first()
+    if not account:
+        logger.warning(f"Account not found for delete: {account_id}")
+        raise HTTPException(status_code=404, detail="Account not found")
+    db.delete(account)
+    db.commit()
+    logger.info(f"Account deleted: {account_id}")
+    return {"detail": "Account deleted"}
+
+class AccountUpdate(BaseModel):
+    name: Optional[str] = None
+    institution_name: Optional[str] = None
+    interest_rate: Optional[float] = None
+    maturity_date: Optional[str] = None
+    balance: Optional[float] = None
+    bucket_id: Optional[int] = None
+    account_type_id: Optional[int] = None
+    # last_validated_at is not user-editable except via balance update
+
+@app.patch("/accounts/{account_id}", response_model=schemas.AccountRead, dependencies=[Depends(get_current_admin_user)])
+def update_account(account_id: int, update: AccountUpdate = Body(...), db: Session = Depends(get_db)):
+    logger.info(f"Update account called: {account_id}")
+    account = db.query(models.Account).filter(models.Account.id == account_id).first()
+    if not account:
+        logger.warning(f"Account not found for update: {account_id}")
+        raise HTTPException(status_code=404, detail="Account not found")
+    data = update.dict(exclude_unset=True)
+    if 'maturity_date' in data and data['maturity_date']:
+        try:
+            data['maturity_date'] = datetime.fromisoformat(data['maturity_date'])
+        except Exception:
+            logger.error(f"Invalid maturity_date format: {data['maturity_date']}")
+            raise HTTPException(status_code=400, detail="Invalid maturity_date format. Use YYYY-MM-DD.")
+    for key, value in data.items():
+        setattr(account, key, value)
+    # If balance is updated, also update last_validated_at and record history
+    if 'balance' in data:
+        account.last_validated_at = datetime.utcnow()
+        # Record or update today's balance history
+        today = datetime.utcnow().date()
+        history = db.query(models.AccountBalanceHistory).filter(
+            models.AccountBalanceHistory.account_id == account.id,
+            models.AccountBalanceHistory.date >= datetime.combine(today, datetime.min.time()),
+            models.AccountBalanceHistory.date <= datetime.combine(today, datetime.max.time())
+        ).first()
+        if history:
+            history.balance = account.balance
+            history.date = datetime.utcnow()
+            logger.debug(f"Updated balance history for account {account.id} on {today}: {account.balance}")
+        else:
+            new_history = models.AccountBalanceHistory(
+                account_id=account.id,
+                balance=account.balance,
+                date=datetime.utcnow()
+            )
+            db.add(new_history)
+            logger.debug(f"Created balance history for account {account.id} on {today}: {account.balance}")
+    db.commit()
+    db.refresh(account)
+    logger.info(f"Account updated: {account_id}")
+    return account
+
+@app.get("/accounts/{account_id}/history", response_model=List[schemas.AccountBalanceHistoryRead], dependencies=[Depends(get_current_active_user)])
+def get_account_balance_history(account_id: int, db: Session = Depends(get_db)):
+    logger.info(f"Get balance history for account: {account_id}")
+    history = db.query(models.AccountBalanceHistory).filter(models.AccountBalanceHistory.account_id == account_id).order_by(models.AccountBalanceHistory.date.asc()).all()
+    return history
+
+# --- Transaction Endpoints ---
+@app.post("/transactions", response_model=TransactionRead, dependencies=[Depends(get_current_admin_user)])
+def create_transaction(transaction: TransactionCreate, db: Session = Depends(get_db)):
+    logger.info(f"Create transaction called for account: {transaction.account_id}")
+    # Parse date string to datetime if necessary
+    txn_date = transaction.date
+    if isinstance(txn_date, str) and txn_date:
+        try:
+            txn_date = datetime.fromisoformat(txn_date)
+        except Exception as e:
+            logger.error(f"Invalid transaction date format: {txn_date}")
+            raise HTTPException(status_code=400, detail="Invalid date format. Use YYYY-MM-DD or ISO format.")
+    db_transaction = models.Transaction(
+        account_id=transaction.account_id,
+        type=transaction.type,
+        amount=transaction.amount,
+        date=txn_date or None,
+        description=transaction.description,
+        related_account_id=transaction.related_account_id,
+        reconciled=transaction.reconciled if transaction.reconciled is not None else False
+    )
+    db.add(db_transaction)
+    db.commit()
+    db.refresh(db_transaction)
+    logger.info(f"Transaction created for account: {transaction.account_id}")
+    # Ensure date is returned as ISO string for response
+    result = db_transaction
+    if hasattr(result, 'date') and isinstance(result.date, datetime):
+        result.date = result.date.isoformat()
+    return result
+
+@app.get("/transactions", response_model=list[TransactionRead], dependencies=[Depends(get_current_active_user)])
+def list_transactions(db: Session = Depends(get_db)):
+    logger.debug("List transactions called.")
+    transactions = db.query(models.Transaction).all()
+    # Ensure all dates are ISO strings
+    for t in transactions:
+        if hasattr(t, 'date') and isinstance(t.date, datetime):
+            t.date = t.date.isoformat()
+    return transactions
+
+@app.get("/transactions/{transaction_id}", response_model=TransactionRead, dependencies=[Depends(get_current_active_user)])
+def get_transaction(transaction_id: int, db: Session = Depends(get_db)):
+    logger.debug(f"Get transaction called: {transaction_id}")
+    transaction = db.query(models.Transaction).filter(models.Transaction.id == transaction_id).first()
+    if not transaction:
+        logger.warning(f"Transaction not found: {transaction_id}")
+        raise HTTPException(status_code=404, detail="Transaction not found")
+    # Ensure date is ISO string
+    if hasattr(transaction, 'date') and isinstance(transaction.date, datetime):
+        transaction.date = transaction.date.isoformat()
+    return transaction
+
+@app.delete("/transactions/{transaction_id}", dependencies=[Depends(get_current_admin_user)])
+def delete_transaction(transaction_id: int, db: Session = Depends(get_db)):
+    logger.info(f"Delete transaction called: {transaction_id}")
+    transaction = db.query(models.Transaction).filter(models.Transaction.id == transaction_id).first()
+    if not transaction:
+        logger.warning(f"Transaction not found for delete: {transaction_id}")
+        raise HTTPException(status_code=404, detail="Transaction not found")
+    db.delete(transaction)
+    db.commit()
+    logger.info(f"Transaction deleted: {transaction_id}")
+    return {"detail": "Transaction deleted"}
+
+@app.patch("/transactions/{transaction_id}", response_model=TransactionRead, dependencies=[Depends(get_current_admin_user)])
+def update_transaction(transaction_id: int, transaction: TransactionCreate, db: Session = Depends(get_db)):
+    logger.info(f"Update transaction called for id: {transaction_id}")
+    db_transaction = db.query(models.Transaction).filter(models.Transaction.id == transaction_id).first()
+    if not db_transaction:
+        logger.warning(f"Transaction not found for update: {transaction_id}")
+        raise HTTPException(status_code=404, detail="Transaction not found")
+    # Parse date string to datetime if necessary
+    txn_date = transaction.date
+    if isinstance(txn_date, str) and txn_date:
+        try:
+            txn_date = datetime.fromisoformat(txn_date)
+        except Exception as e:
+            logger.error(f"Invalid transaction date format: {txn_date}")
+            raise HTTPException(status_code=400, detail="Invalid date format. Use YYYY-MM-DD or ISO format.")
+    db_transaction.account_id = transaction.account_id
+    db_transaction.related_account_id = transaction.related_account_id
+    db_transaction.type = transaction.type
+    db_transaction.amount = transaction.amount
+    db_transaction.date = txn_date or None
+    db_transaction.description = transaction.description
+    db_transaction.reconciled = transaction.reconciled if transaction.reconciled is not None else False
+    db.commit()
+    db.refresh(db_transaction)
+    logger.info(f"Transaction updated for id: {transaction_id}")
+    # Ensure date is returned as ISO string for response
+    result = db_transaction
+    if hasattr(result, 'date') and isinstance(result.date, datetime):
+        result.date = result.date.isoformat()
+    return result
+
+# --- Cash Flow Endpoints ---
+@app.post("/cashflows", response_model=CashFlowRead, dependencies=[Depends(get_current_admin_user)])
+def create_cashflow(cashflow: CashFlowCreate, db: Session = Depends(get_db)):
+    logger.info(f"Create cashflow called for account: {cashflow.account_id}")
+    db_cashflow = models.CashFlow(
+        account_id=cashflow.account_id,
+        type=cashflow.type,
+        estimate_actual=cashflow.estimate_actual,
+        amount=cashflow.amount,
+        date=cashflow.date,
+        description=cashflow.description
+    )
+    db.add(db_cashflow)
+    db.commit()
+    db.refresh(db_cashflow)
+    logger.info(f"Cashflow created for account: {cashflow.account_id}")
+    return db_cashflow
+
+@app.get("/cashflows", response_model=list[CashFlowRead], dependencies=[Depends(get_current_active_user)])
+def list_cashflows(db: Session = Depends(get_db)):
+    logger.debug("List cashflows called.")
+    try:
+        return db.query(models.CashFlow).all()
+    except Exception as e:
+        logger.error(f"Error fetching cash flows: {e}", exc_info=True)
+        raise HTTPException(status_code=503, detail="Could not fetch cash flows. Backend error.")
+
+@app.get("/cashflows/{cashflow_id}", response_model=CashFlowRead, dependencies=[Depends(get_current_active_user)])
+def get_cashflow(cashflow_id: int, db: Session = Depends(get_db)):
+    logger.debug(f"Get cashflow called: {cashflow_id}")
+    cashflow = db.query(models.CashFlow).filter(models.CashFlow.id == cashflow_id).first()
+    if not cashflow:
+        logger.warning(f"Cashflow not found: {cashflow_id}")
+        raise HTTPException(status_code=404, detail="Cashflow not found")
+    return cashflow
+
+@app.delete("/cashflows/{cashflow_id}", dependencies=[Depends(get_current_admin_user)])
+def delete_cashflow(cashflow_id: int, db: Session = Depends(get_db)):
+    logger.info(f"Delete cashflow called: {cashflow_id}")
+    cashflow = db.query(models.CashFlow).filter(models.CashFlow.id == cashflow_id).first()
+    if not cashflow:
+        logger.warning(f"Cashflow not found for delete: {cashflow_id}")
+        raise HTTPException(status_code=404, detail="Cashflow not found")
+    db.delete(cashflow)
+    db.commit()
+    logger.info(f"Cashflow deleted: {cashflow_id}")
+    return {"detail": "Cashflow deleted"}
+
+# --- Cash Flow Category Endpoints ---
+@app.post("/cashflow/categories", response_model=CashFlowCategoryRead, dependencies=[Depends(get_current_admin_user)])
+def create_cashflow_category(category: CashFlowCategoryCreate, db: Session = Depends(get_db)):
+    logger.info(f"Create cash flow category called: {category.name}")
+    db_cat = models.CashFlowCategory(
+        name=category.name,
+        category_type=category.category_type,
+        funding_type=category.funding_type
+    )
+    db.add(db_cat)
+    db.commit()
+    db.refresh(db_cat)
+    return db_cat
+
+@app.get("/cashflow/categories", response_model=list[CashFlowCategoryRead], dependencies=[Depends(get_current_active_user)])
+def list_cashflow_categories(db: Session = Depends(get_db)):
+    logger.debug("List cash flow categories called.")
+    return db.query(models.CashFlowCategory).all()
+
+@app.patch("/cashflow/categories/{category_id}", response_model=CashFlowCategoryRead, dependencies=[Depends(get_current_admin_user)])
+def update_cashflow_category(category_id: int, category: CashFlowCategoryCreate, db: Session = Depends(get_db)):
+    db_cat = db.query(models.CashFlowCategory).filter(models.CashFlowCategory.id == category_id).first()
+    if not db_cat:
+        raise HTTPException(status_code=404, detail="Category not found")
+    db_cat.name = category.name
+    db_cat.category_type = category.category_type
+    db_cat.funding_type = category.funding_type
+    db.commit()
+    db.refresh(db_cat)
+    return db_cat
+
+@app.delete("/cashflow/categories/{category_id}", dependencies=[Depends(get_current_admin_user)])
+def delete_cashflow_category(category_id: int, db: Session = Depends(get_db)):
+    db_cat = db.query(models.CashFlowCategory).filter(models.CashFlowCategory.id == category_id).first()
+    if not db_cat:
+        raise HTTPException(status_code=404, detail="Category not found")
+    db.delete(db_cat)
+    db.commit()
+    return {"ok": True}
+
+# --- Cash Flow Entry Endpoints ---
+@app.post("/cashflow/entries", response_model=CashFlowEntryRead, dependencies=[Depends(get_current_admin_user)])
+def create_cashflow_entry(entry: CashFlowEntryCreate, db: Session = Depends(get_db), user: User = Depends(get_current_admin_user)):
+    logger.info(f"Create cash flow entry called for category {entry.category_id}, {entry.year}-{entry.month}")
+    db_entry = models.CashFlowEntry(
+        category_id=entry.category_id,
+        year=entry.year,
+        month=entry.month,
+        projected_amount=entry.projected_amount,
+        actual_amount=entry.actual_amount,
+        created_by=user.id
+    )
+    db.add(db_entry)
+    db.commit()
+    db.refresh(db_entry)
+    logger.debug(f"Created cash flow entry: projected={entry.projected_amount}, actual={entry.actual_amount}")
+    return db_entry
+
+@app.get("/cashflow/entries", response_model=list[CashFlowEntryRead], dependencies=[Depends(get_current_active_user)])
+def list_cashflow_entries(year: int = None, db: Session = Depends(get_db)):
+    logger.debug(f"List cash flow entries called for year: {year}")
+    q = db.query(models.CashFlowEntry)
+    if year:
+        q = q.filter(models.CashFlowEntry.year == year)
+    return q.all()
+
+@app.patch("/cashflow/entries/{entry_id}", response_model=CashFlowEntryRead, dependencies=[Depends(get_current_admin_user)])
+def update_cashflow_entry(entry_id: int, entry: CashFlowEntryCreate, db: Session = Depends(get_db)):
+    db_entry = db.query(models.CashFlowEntry).filter(models.CashFlowEntry.id == entry_id).first()
+    if not db_entry:
+        raise HTTPException(status_code=404, detail="Entry not found")
+    db_entry.category_id = entry.category_id
+    db_entry.year = entry.year
+    db_entry.month = entry.month
+    db_entry.projected_amount = entry.projected_amount
+    db_entry.actual_amount = entry.actual_amount
+    db.commit()
+    db.refresh(db_entry)
+    logger.debug(f"Updated cash flow entry: projected={entry.projected_amount}, actual={entry.actual_amount}")
+    return db_entry
+
+@app.delete("/cashflow/entries/{entry_id}", dependencies=[Depends(get_current_admin_user)])
+def delete_cashflow_entry(entry_id: int, db: Session = Depends(get_db)):
+    db_entry = db.query(models.CashFlowEntry).filter(models.CashFlowEntry.id == entry_id).first()
+    if not db_entry:
+        raise HTTPException(status_code=404, detail="Entry not found")
+    db.delete(db_entry)
+    db.commit()
+    return {"ok": True}
+
+# --- Forecasting Endpoint ---
+@app.post("/forecast", response_model=list[schemas.ForecastResponse], dependencies=[Depends(get_current_active_user)])
+def forecast_balances(request: schemas.ForecastRequest, db: Session = Depends(get_db)):
+    logger = logging.getLogger("hoa_app.main")
+    logger.info(f"Forecast balances called for bucket: {getattr(request, 'bucket', None)} year: {getattr(request, 'year', None)}")
+    from collections import defaultdict
+    from datetime import datetime, timedelta
+    import calendar
+
+    bucket_name = getattr(request, 'bucket', None)
+    year = getattr(request, 'year', None)
+    months = getattr(request, 'months', 12)
+    if not bucket_name or not year:
+        return []
+
+    # 1. Get all accounts in the bucket
+    accounts = db.query(models.Account).join(models.Bucket).filter(models.Bucket.name == bucket_name).all()
+    account_ids = [a.id for a in accounts]
+    account_map = {a.id: a for a in accounts}
+
+    # 2. Get last validated balance for each account
+    validated_balances = {}
+    validated_dates = {}
+    for acc in accounts:
+        validated_balances[acc.id] = acc.balance or 0.0
+        validated_dates[acc.id] = acc.last_validated_at
+
+    # 3. Get all reconciled transactions for these accounts in the forecast year
+    txs = db.query(models.Transaction).filter(
+        models.Transaction.account_id.in_(account_ids),
+        models.Transaction.reconciled == True,
+        models.Transaction.date >= datetime(year, 1, 1),
+        models.Transaction.date < datetime(year + 1, 1, 1)
+    ).all()
+    # Also get incoming transfers (where related_account_id is in account_ids)
+    incoming_txs = db.query(models.Transaction).filter(
+        models.Transaction.related_account_id.in_(account_ids),
+        models.Transaction.reconciled == True,
+        models.Transaction.date >= datetime(year, 1, 1),
+        models.Transaction.date < datetime(year + 1, 1, 1)
+    ).all()
+
+    # --- NEW: Get all planned (unreconciled) transactions for these accounts in the forecast year ---
+    planned_txs = db.query(models.Transaction).filter(
+        models.Transaction.account_id.in_(account_ids),
+        models.Transaction.reconciled == False,
+        models.Transaction.date >= datetime(year, 1, 1),
+        models.Transaction.date < datetime(year + 1, 1, 1)
+    ).all()
+    planned_incoming_txs = db.query(models.Transaction).filter(
+        models.Transaction.related_account_id.in_(account_ids),
+        models.Transaction.reconciled == False,
+        models.Transaction.date >= datetime(year, 1, 1),
+        models.Transaction.date < datetime(year + 1, 1, 1)
+    ).all()
+
+    # 4. Organize transactions by (account_id, month)
+    txs_by_year_month = defaultdict(list)
+    for tx in txs:
+        tx_year = tx.date.year
+        tx_month = tx.date.month
+        txs_by_year_month[(tx.account_id, tx_year, tx_month)].append(tx)
+    for tx in incoming_txs:
+        tx_year = tx.date.year
+        tx_month = tx.date.month
+        # incoming transfer: add to related_account_id
+        txs_by_year_month[(tx.related_account_id, tx_year, tx_month)].append(tx)
+
+    # Add planned transactions to the same structure, with debug logging
+    for tx in planned_txs:
+        tx_year = tx.date.year
+        tx_month = tx.date.month
+        logger.debug(f"Including planned (unreconciled) transaction for account {tx.account_id} in month {tx_month}: {tx.type} {tx.amount}")
+        txs_by_year_month[(tx.account_id, tx_year, tx_month)].append(tx)
+    for tx in planned_incoming_txs:
+        tx_year = tx.date.year
+        tx_month = tx.date.month
+        logger.debug(f"Including planned (unreconciled) incoming transaction for related_account {tx.related_account_id} in month {tx_month}: {tx.type} {tx.amount}")
+        txs_by_year_month[(tx.related_account_id, tx_year, tx_month)].append(tx)
+
+    # Identify primary account for alerting and cash flow application
+    primary_account_id = None
+    primary_account = None
+    if bucket_name.lower() == "operating":
+        for acc in accounts:
+            if "5345" in acc.name:
+                primary_account_id = acc.id
+                primary_account = acc
+                break
+    elif bucket_name.lower() == "reserve":
+        for acc in accounts:
+            if "savings" in acc.name.lower():
+                primary_account_id = acc.id
+                primary_account = acc
+                break
+    alert_threshold = 1000.0
+    # 2. Get historical balances for each account
+    history_by_account = defaultdict(list)
+    histories = db.query(models.AccountBalanceHistory).filter(models.AccountBalanceHistory.account_id.in_(account_ids)).order_by(models.AccountBalanceHistory.date.asc()).all()
+    for h in histories:
+        history_by_account[h.account_id].append(h)
+
+    # --- Cash Flow Projections: Only for Operating bucket ---
+    cashflow_by_year_month = defaultdict(float)
+    if bucket_name.lower() == "operating" and primary_account_id is not None:
+        # Get all cash flow categories for Operating
+        op_categories = db.query(models.CashFlowCategory).filter(models.CashFlowCategory.funding_type == models.CashFlowFundingTypeEnum.operating).all()
+        op_cat_ids = [cat.id for cat in op_categories]
+        cat_type_map = {cat.id: cat.category_type for cat in op_categories}
+        # Get all cash flow entries for all years for these categories
+        cf_entries = db.query(models.CashFlowEntry).filter(
+            models.CashFlowEntry.category_id.in_(op_cat_ids)
+        ).all()
+        for entry in cf_entries:
+            if entry.projected_amount is None:
+                continue
+            key = (entry.year, entry.month)
+            if cat_type_map.get(entry.category_id) == models.CashFlowCategoryTypeEnum.income:
+                cashflow_by_year_month[key] += entry.projected_amount
+            elif cat_type_map.get(entry.category_id) == models.CashFlowCategoryTypeEnum.expense:
+                cashflow_by_year_month[key] -= entry.projected_amount
+        for m in range(1, months + 1):
+            forecast_year = year + (m - 1) // 12
+            forecast_month = ((m - 1) % 12) + 1
+            logger.debug(f"Cash flow for {forecast_year}-{forecast_month:02d}: {cashflow_by_year_month[(forecast_year, forecast_month)]}")
+
+    # 5. Build forecast for each account
+    responses = []
+    for acc in accounts:
+        forecast_points = []
+        # Build a map of (account_id, year, month) -> latest balance for that month
+        monthly_actuals = {}
+        for h in history_by_account[acc.id]:
+            y, m = h.date.year, h.date.month
+            key = (y, m)
+            if key not in monthly_actuals or h.date > monthly_actuals[key][1]:
+                monthly_actuals[key] = (h.balance, h.date)
+        # Only keep the balance value
+        monthly_actuals = {k: v[0] for k, v in monthly_actuals.items()}
+        # Find the earliest month with a historical balance in the forecast year
+        earliest_actual_month = None
+        if monthly_actuals:
+            earliest_actual_month = min([m for (y, m) in monthly_actuals.keys() if y == year], default=None)
+        # --- CD-specific logic (must happen before balance determination) ---
+        is_cd = hasattr(acc, 'account_type') and acc.account_type and acc.account_type.name.lower() == 'cd'
+        funding_month = None
+        funding_amount = 0.0
+        if is_cd:
+            # Find first reconciled deposit/transfer into this CD in the forecast year
+            cd_funding_tx = None
+            for m in range(1, months + 1):
+                month_txs = txs_by_year_month.get((acc.id, year, m), [])
+                for tx in month_txs:
+                    if tx.type in ('deposit', 'transfer'):
+                        cd_funding_tx = tx
+                        break
+                if cd_funding_tx:
+                    funding_month = cd_funding_tx.date.month
+                    funding_amount = cd_funding_tx.amount
+                    logger.debug(f"CD funding for {acc.name} (id={acc.id}) in month {funding_month}: amount={funding_amount}")
+                    break
+            # For CDs, always start with $0 balance - they don't exist before funding
+            balance = 0.0
+            logger.debug(f"[{acc.name}] CD account, using $0 starting balance (will be funded in month {funding_month if funding_month else 'unknown'})")
+
+        # --- Find the latest balance from any previous year as starting point ---
+        latest_prev_balance = None
+        latest_prev_date = None
+        for (y, m), bal in monthly_actuals.items():
+            if y < year:
+                if latest_prev_date is None or (y > latest_prev_date[0] or (y == latest_prev_date[0] and m > latest_prev_date[1])):
+                    latest_prev_balance = bal
+                    latest_prev_date = (y, m)
+        # --- Find the ending balance from the previous forecast period (Dec of previous year) ---
+        prev_dec_balance = None
+        if (year-1, 12) in monthly_actuals:
+            prev_dec_balance = monthly_actuals[(year-1, 12)]
+        # Determine starting balance for forecast (skip for CDs since we already set them to $0)
+        if not is_cd:
+            if earliest_actual_month == 1 and (year, 1) in monthly_actuals:
+                # If there is an actual for Jan of this year, use it
+                balance = monthly_actuals[(year, 1)]
+                logger.debug(f"[{acc.name}] Using actual balance for Jan {year}: {balance}")
+            elif prev_dec_balance is not None:
+                balance = prev_dec_balance
+                logger.debug(f"[{acc.name}] Using Dec {year-1} ending balance as starting balance for {year}: {balance}")
+            elif latest_prev_balance is not None:
+                balance = latest_prev_balance
+                logger.debug(f"[{acc.name}] Using latest available balance from previous years ({latest_prev_date[0]}-{latest_prev_date[1]}): {balance}")
+            else:
+                # Universal rule: If no historical data, start with $0
+                balance = 0.0
+                logger.debug(f"[{acc.name}] No prior year balance found, using $0 starting balance")
+        # For CDs, balance is already set to $0 above
+        alert = False
+        validated_date = validated_dates[acc.id]
+
+        for m in range(1, months + 1):
+            # Calculate the correct year and month for this forecast point
+            forecast_year = year + (m - 1) // 12
+            forecast_month = ((m - 1) % 12) + 1
+            month_date = datetime(forecast_year, forecast_month, 1)
+            key = (forecast_year, forecast_month)
+            # --- Universal rule: For months before the first validated balance, use $0 ---
+            if earliest_actual_month is not None and forecast_year == year and forecast_month < earliest_actual_month:
+                bal = 0.0
+                logger.debug(f"[{acc.name}] month {forecast_month}: Using $0 balance (before first validated balance in month {earliest_actual_month})")
+                balance = bal
+                forecast_points.append({"date": month_date.strftime("%Y-%m-%d"), "balance": bal})
+                continue
+            # --- CD logic: $0 until funded, even if historical ---
+            if is_cd and (funding_month is None or forecast_month < funding_month):
+                bal = 0.0
+                logger.debug(f"CD {acc.name} (id={acc.id}) month {forecast_month}: Forcing balance to $0 (before funding month {funding_month})")
+                balance = bal
+                forecast_points.append({"date": month_date.strftime("%Y-%m-%d"), "balance": bal})
+                continue
+            # Use actual if available (for non-CDs, or for CDs after funding)
+            if key in monthly_actuals:
+                bal = monthly_actuals[key]
+                balance = bal
+                forecast_points.append({"date": month_date.strftime("%Y-%m-%d"), "balance": bal})
+            else:
+                # Projected: start from last known balance (which may be from previous year)
+                if balance is None:
+                    bal = 0.0
+                else:
+                    bal = balance
+                # Apply transactions for this month
+                for tx in txs_by_year_month.get((acc.id, forecast_year, forecast_month), []):
+                    if tx.type == "deposit":
+                        bal += tx.amount
+                    elif tx.type == "withdrawal":
+                        bal -= tx.amount
+                    elif tx.type == "transfer":
+                        if tx.account_id == acc.id:
+                            bal -= tx.amount
+                        elif tx.related_account_id == acc.id:
+                            bal += tx.amount
+                # --- Apply cash flow projection to primary account (Operating only) ---
+                if bucket_name.lower() == "operating" and acc.id == primary_account_id:
+                    cf = cashflow_by_year_month.get((forecast_year, forecast_month), 0.0)
+                    if cf != 0.0:
+                        logger.debug(f"Applying cash flow projection to primary account {acc.name} (id={acc.id}) {forecast_year}-{forecast_month:02d}: {cf}")
+                    bal += cf
+                # --- Apply interest if applicable ---
+                if acc.interest_rate and acc.interest_rate > 0:
+                    interest = bal * (acc.interest_rate / 100.0) / 12.0
+                    bal += interest
+                    logger.debug(f"Interest applied to {acc.name} (id={acc.id}) month {forecast_month}: rate={acc.interest_rate}%, interest={interest:.2f}, new balance={bal:.2f}")
+                balance = bal
+                forecast_points.append({"date": month_date.strftime("%Y-%m-%d"), "balance": bal})
+                if acc.id == primary_account_id and bal < alert_threshold:
+                    alert = True
+        responses.append(schemas.ForecastResponse(
+            account_id=acc.id,
+            forecast=[schemas.ForecastPoint(**pt) for pt in forecast_points],
+            is_primary=(acc.id == primary_account_id),
+            alert=alert,
+            account_name=acc.name,
+            account_type=acc.account_type.name if hasattr(acc, 'account_type') and acc.account_type else None
+        ))
+    logger.info(f"Forecast complete for bucket: {bucket_name} year: {year}")
+    return responses
+
+# --- Reporting Endpoint ---
+@app.post("/report", response_model=ReportResponse, dependencies=[Depends(get_current_active_user)])
+def report(request: ReportRequest, db: Session = Depends(get_db)):
+    logger.info(f"Report called for start: {request.start_date}, end: {request.end_date}")
+    start = datetime.strptime(request.start_date, "%Y-%m-%d")
+    end = datetime.strptime(request.end_date, "%Y-%m-%d")
+    query = db.query(models.Transaction)
+    if request.account_id:
+        query = query.filter(models.Transaction.account_id == request.account_id)
+    elif request.bucket_id:
+        account_ids = [a.id for a in db.query(models.Account).filter(models.Account.bucket_id == request.bucket_id)]
+        query = query.filter(models.Transaction.account_id.in_(account_ids))
+    query = query.filter(and_(models.Transaction.date >= start, models.Transaction.date <= end))
+    transactions = query.all()
+    entries = []
+    for t in transactions:
+        entries.append(ReportEntry(
+            date=t.date.isoformat() if isinstance(t.date, datetime) else str(t.date),
+            description=t.description or "",
+            amount=t.amount,
+            type=t.type,
+            balance=None
+        ))
+    logger.info(f"Report generated with {len(entries)} entries.")
+    return ReportResponse(entries=entries) 

backend/backend/hoa_app/models.py

@@ -0,0 +1,149 @@
+from sqlalchemy import Column, Integer, String, Float, DateTime, ForeignKey, Enum, Boolean
+from sqlalchemy.orm import relationship, declarative_base
+import enum
+from datetime import datetime
+from .logging_config import setup_logging, DEBUG_LOGGING
+import logging
+
+Base = declarative_base()
+
+setup_logging()
+models_logger = logging.getLogger("hoa_app.models")
+
+class RoleEnum(str, enum.Enum):
+    admin = "admin"
+    user = "user"
+
+class Role(Base):
+    __tablename__ = "roles"
+    id = Column(Integer, primary_key=True, index=True)
+    name = Column(Enum(RoleEnum), unique=True, nullable=False)
+    users = relationship("User", back_populates="role")
+
+class User(Base):
+    __tablename__ = "users"
+    id = Column(Integer, primary_key=True, index=True)
+    username = Column(String, unique=True, index=True, nullable=False)
+    password_hash = Column(String, nullable=False)
+    role_id = Column(Integer, ForeignKey("roles.id"))
+    created_at = Column(DateTime, default=datetime.utcnow)
+    role = relationship("Role", back_populates="users")
+
+class Bucket(Base):
+    __tablename__ = "buckets"
+    id = Column(Integer, primary_key=True, index=True)
+    name = Column(String, unique=True, nullable=False)
+    description = Column(String)
+    accounts = relationship("Account", back_populates="bucket")
+
+class AccountType(Base):
+    __tablename__ = "account_types"
+    id = Column(Integer, primary_key=True, index=True)
+    name = Column(String, unique=True, nullable=False)
+    accounts = relationship("Account", back_populates="account_type")
+    def __init__(self, **kwargs):
+        super().__init__(**kwargs)
+        if DEBUG_LOGGING:
+            models_logger.debug(f"AccountType created: {self.name}")
+
+class Account(Base):
+    __tablename__ = "accounts"
+    id = Column(Integer, primary_key=True, index=True)
+    bucket_id = Column(Integer, ForeignKey("buckets.id"))
+    account_type_id = Column(Integer, ForeignKey("account_types.id"))
+    name = Column(String, nullable=False)
+    institution_name = Column(String, nullable=False)
+    interest_rate = Column(Float, default=0.0)
+    maturity_date = Column(DateTime, nullable=True)
+    balance = Column(Float, default=0.0)
+    last_validated_at = Column(DateTime, default=datetime.utcnow)
+    bucket = relationship("Bucket", back_populates="accounts")
+    account_type = relationship("AccountType", back_populates="accounts")
+    transactions = relationship("Transaction", back_populates="account", foreign_keys="[Transaction.account_id]")
+    cash_flows = relationship("CashFlow", back_populates="account")
+    balance_history = relationship("AccountBalanceHistory", back_populates="account", cascade="all, delete-orphan")
+
+    def __init__(self, **kwargs):
+        super().__init__(**kwargs)
+        if DEBUG_LOGGING:
+            models_logger.debug(f"Account created: {self.name} at {self.institution_name}")
+
+    def set_balance(self, new_balance):
+        if self.balance != new_balance:
+            if DEBUG_LOGGING:
+                models_logger.debug(f"Balance update for account {self.id}: {self.balance} -> {new_balance}")
+            self.balance = new_balance
+            self.last_validated_at = datetime.utcnow()
+            if DEBUG_LOGGING:
+                models_logger.debug(f"last_validated_at updated for account {self.id}: {self.last_validated_at}")
+
+class TransactionTypeEnum(str, enum.Enum):
+    deposit = "deposit"
+    withdrawal = "withdrawal"
+    transfer = "transfer"
+
+class Transaction(Base):
+    __tablename__ = "transactions"
+    id = Column(Integer, primary_key=True, index=True)
+    account_id = Column(Integer, ForeignKey("accounts.id"))
+    type = Column(Enum(TransactionTypeEnum), nullable=False)
+    amount = Column(Float, nullable=False)
+    date = Column(DateTime, default=datetime.utcnow)
+    description = Column(String)
+    related_account_id = Column(Integer, ForeignKey("accounts.id"), nullable=True)
+    reconciled = Column(Boolean, default=False)  # NEW FIELD
+    account = relationship("Account", back_populates="transactions", foreign_keys=[account_id])
+    related_account = relationship("Account", foreign_keys=[related_account_id])
+
+class CashFlowTypeEnum(str, enum.Enum):
+    inflow = "inflow"
+    outflow = "outflow"
+
+class CashFlow(Base):
+    __tablename__ = "cash_flows"
+    id = Column(Integer, primary_key=True, index=True)
+    account_id = Column(Integer, ForeignKey("accounts.id"))
+    type = Column(Enum(CashFlowTypeEnum), nullable=False)
+    estimate_actual = Column(Boolean, default=True)  # True=estimate, False=actual
+    amount = Column(Float, nullable=False)
+    date = Column(DateTime, nullable=False)
+    description = Column(String)
+    account = relationship("Account", back_populates="cash_flows")
+
+class AccountBalanceHistory(Base):
+    __tablename__ = "account_balance_history"
+    id = Column(Integer, primary_key=True, index=True)
+    account_id = Column(Integer, ForeignKey("accounts.id"), nullable=False, index=True)
+    balance = Column(Float, nullable=False)
+    date = Column(DateTime, nullable=False, index=True)
+    account = relationship("Account", back_populates="balance_history")
+
+class CashFlowCategoryTypeEnum(str, enum.Enum):
+    income = "income"
+    expense = "expense"
+
+class CashFlowFundingTypeEnum(str, enum.Enum):
+    operating = "Operating"
+    reserve = "Reserve"
+
+class CashFlowCategory(Base):
+    __tablename__ = "cash_flow_categories"
+    id = Column(Integer, primary_key=True, index=True)
+    name = Column(String, unique=True, nullable=False)
+    category_type = Column(Enum(CashFlowCategoryTypeEnum), nullable=False)
+    funding_type = Column(Enum(CashFlowFundingTypeEnum), nullable=False)
+    entries = relationship("CashFlowEntry", back_populates="category")
+
+class CashFlowEntry(Base):
+    __tablename__ = "cash_flow_entries"
+    id = Column(Integer, primary_key=True, index=True)
+    category_id = Column(Integer, ForeignKey("cash_flow_categories.id"), nullable=False)
+    year = Column(Integer, nullable=False)
+    month = Column(Integer, nullable=False)
+    projected_amount = Column(Float, nullable=True)
+    actual_amount = Column(Float, nullable=True)
+    created_by = Column(Integer, ForeignKey("users.id"), nullable=True)
+    created_at = Column(DateTime, default=datetime.utcnow)
+    updated_at = Column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
+    category = relationship("CashFlowCategory", back_populates="entries")
+    user = relationship("User") 

backend/backend/hoa_app/nohup.out

@@ -0,0 +1,2 @@
+INFO:     Will watch for changes in these directories: ['/home/pi/HOApro/backend/backend/hoa_app']
+ERROR:    [Errno 98] Address already in use

backend/backend/hoa_app/schemas.py

@@ -0,0 +1,174 @@
+from pydantic import BaseModel, Field
+from typing import Optional, List
+from datetime import datetime
+from .models import CashFlowCategoryTypeEnum, CashFlowFundingTypeEnum
+
+class Token(BaseModel):
+    access_token: str
+    token_type: str
+
+class TokenData(BaseModel):
+    username: Optional[str] = None
+
+class UserBase(BaseModel):
+    username: str
+
+class UserCreate(UserBase):
+    password: str
+
+class UserRead(UserBase):
+    id: int
+    role: str
+    class Config:
+        orm_mode = True 
+
+class BucketBase(BaseModel):
+    name: str
+    description: str = ""
+
+class BucketCreate(BucketBase):
+    pass
+
+class BucketRead(BucketBase):
+    id: int
+    class Config:
+        orm_mode = True
+
+class AccountTypeBase(BaseModel):
+    name: str
+
+class AccountTypeCreate(AccountTypeBase):
+    pass
+
+class AccountTypeRead(AccountTypeBase):
+    id: int
+    class Config:
+        orm_mode = True
+
+class AccountBase(BaseModel):
+    name: str
+    institution_name: str
+    interest_rate: float = 0.0
+    maturity_date: Optional[str] = None
+    balance: float = 0.0
+    account_type_id: int
+    bucket_id: int
+
+class AccountCreate(AccountBase):
+    pass
+
+class AccountRead(AccountBase):
+    id: int
+    maturity_date: Optional[datetime] = None
+    last_validated_at: Optional[datetime] = None
+    account_type: AccountTypeRead
+    bucket: BucketRead
+    class Config:
+        from_attributes = True
+
+class TransactionBase(BaseModel):
+    account_id: int
+    type: str
+    amount: float
+    date: Optional[str] = None
+    description: Optional[str] = ""
+    related_account_id: Optional[int] = None
+    reconciled: Optional[bool] = False
+
+class TransactionCreate(TransactionBase):
+    pass
+
+class TransactionRead(TransactionBase):
+    id: int
+    date: str | None = None
+    class Config:
+        orm_mode = True
+
+class CashFlowBase(BaseModel):
+    account_id: int
+    type: str
+    estimate_actual: bool = True
+    amount: float
+    date: datetime
+    description: Optional[str] = ""
+
+class CashFlowCreate(CashFlowBase):
+    pass
+
+class CashFlowRead(CashFlowBase):
+    id: int
+    class Config:
+        from_attributes = True 
+
+class ForecastRequest(BaseModel):
+    bucket: str = Field(..., description="Bucket name (Operating or Reserve)")
+    year: int = Field(..., description="Year for forecasting")
+    months: int = Field(12, gt=0, le=120, description="Number of months to forecast")
+
+class ForecastPoint(BaseModel):
+    date: str
+    balance: float
+
+class ForecastResponse(BaseModel):
+    account_id: int
+    forecast: list[ForecastPoint]
+    is_primary: bool = False
+    alert: bool = False
+    account_name: str | None = None
+    account_type: str | None = None
+
+class ReportRequest(BaseModel):
+    start_date: str
+    end_date: str
+    bucket_id: int | None = None
+    account_id: int | None = None
+
+class ReportEntry(BaseModel):
+    date: str
+    description: str
+    amount: float
+    type: str
+    balance: float | None = None
+
+class ReportResponse(BaseModel):
+    entries: list[ReportEntry] 
+
+class AccountBalanceHistoryRead(BaseModel):
+    id: int
+    account_id: int
+    balance: float
+    date: datetime
+    class Config:
+        from_attributes = True 
+
+class CashFlowCategoryBase(BaseModel):
+    name: str
+    category_type: CashFlowCategoryTypeEnum
+    funding_type: CashFlowFundingTypeEnum
+
+class CashFlowCategoryCreate(CashFlowCategoryBase):
+    pass
+
+class CashFlowCategoryRead(CashFlowCategoryBase):
+    id: int
+    class Config:
+        from_attributes = True
+
+class CashFlowEntryBase(BaseModel):
+    category_id: int
+    year: int
+    month: int
+    projected_amount: float | None = None
+    actual_amount: float | None = None
+
+class CashFlowEntryCreate(CashFlowEntryBase):
+    pass
+
+class CashFlowEntryRead(CashFlowEntryBase):
+    id: int
+    created_by: Optional[int]
+    created_at: Optional[datetime]
+    updated_at: Optional[datetime]
+    category: Optional[CashFlowCategoryRead]
+    class Config:
+        from_attributes = True 

backend/backend/hoa_app/venv/bin/Activate.ps1

@@ -0,0 +1,247 @@
+<#
+.Synopsis
+Activate a Python virtual environment for the current PowerShell session.
+
+.Description
+Pushes the python executable for a virtual environment to the front of the
+$Env:PATH environment variable and sets the prompt to signify that you are
+in a Python virtual environment. Makes use of the command line switches as
+well as the `pyvenv.cfg` file values present in the virtual environment.
+
+.Parameter VenvDir
+Path to the directory that contains the virtual environment to activate. The
+default value for this is the parent of the directory that the Activate.ps1
+script is located within.
+
+.Parameter Prompt
+The prompt prefix to display when this virtual environment is activated. By
+default, this prompt is the name of the virtual environment folder (VenvDir)
+surrounded by parentheses and followed by a single space (ie. '(.venv) ').
+
+.Example
+Activate.ps1
+Activates the Python virtual environment that contains the Activate.ps1 script.
+
+.Example
+Activate.ps1 -Verbose
+Activates the Python virtual environment that contains the Activate.ps1 script,
+and shows extra information about the activation as it executes.
+
+.Example
+Activate.ps1 -VenvDir C:\Users\MyUser\Common\.venv
+Activates the Python virtual environment located in the specified location.
+
+.Example
+Activate.ps1 -Prompt "MyPython"
+Activates the Python virtual environment that contains the Activate.ps1 script,
+and prefixes the current prompt with the specified string (surrounded in
+parentheses) while the virtual environment is active.
+
+.Notes
+On Windows, it may be required to enable this Activate.ps1 script by setting the
+execution policy for the user. You can do this by issuing the following PowerShell
+command:
+
+PS C:\> Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope CurrentUser
+
+For more information on Execution Policies: 
+https://go.microsoft.com/fwlink/?LinkID=135170
+
+#>
+Param(
+    [Parameter(Mandatory = $false)]
+    [String]
+    $VenvDir,
+    [Parameter(Mandatory = $false)]
+    [String]
+    $Prompt
+)
+
+<# Function declarations --------------------------------------------------- #>
+
+<#
+.Synopsis
+Remove all shell session elements added by the Activate script, including the
+addition of the virtual environment's Python executable from the beginning of
+the PATH variable.
+
+.Parameter NonDestructive
+If present, do not remove this function from the global namespace for the
+session.
+
+#>
+function global:deactivate ([switch]$NonDestructive) {
+    # Revert to original values
+
+    # The prior prompt:
+    if (Test-Path -Path Function:_OLD_VIRTUAL_PROMPT) {
+        Copy-Item -Path Function:_OLD_VIRTUAL_PROMPT -Destination Function:prompt
+        Remove-Item -Path Function:_OLD_VIRTUAL_PROMPT
+    }
+
+    # The prior PYTHONHOME:
+    if (Test-Path -Path Env:_OLD_VIRTUAL_PYTHONHOME) {
+        Copy-Item -Path Env:_OLD_VIRTUAL_PYTHONHOME -Destination Env:PYTHONHOME
+        Remove-Item -Path Env:_OLD_VIRTUAL_PYTHONHOME
+    }
+
+    # The prior PATH:
+    if (Test-Path -Path Env:_OLD_VIRTUAL_PATH) {
+        Copy-Item -Path Env:_OLD_VIRTUAL_PATH -Destination Env:PATH
+        Remove-Item -Path Env:_OLD_VIRTUAL_PATH
+    }
+
+    # Just remove the VIRTUAL_ENV altogether:
+    if (Test-Path -Path Env:VIRTUAL_ENV) {
+        Remove-Item -Path env:VIRTUAL_ENV
+    }
+
+    # Just remove VIRTUAL_ENV_PROMPT altogether.
+    if (Test-Path -Path Env:VIRTUAL_ENV_PROMPT) {
+        Remove-Item -Path env:VIRTUAL_ENV_PROMPT
+    }
+
+    # Just remove the _PYTHON_VENV_PROMPT_PREFIX altogether:
+    if (Get-Variable -Name "_PYTHON_VENV_PROMPT_PREFIX" -ErrorAction SilentlyContinue) {
+        Remove-Variable -Name _PYTHON_VENV_PROMPT_PREFIX -Scope Global -Force
+    }
+
+    # Leave deactivate function in the global namespace if requested:
+    if (-not $NonDestructive) {
+        Remove-Item -Path function:deactivate
+    }
+}
+
+<#
+.Description
+Get-PyVenvConfig parses the values from the pyvenv.cfg file located in the
+given folder, and returns them in a map.
+
+For each line in the pyvenv.cfg file, if that line can be parsed into exactly
+two strings separated by `=` (with any amount of whitespace surrounding the =)
+then it is considered a `key = value` line. The left hand string is the key,
+the right hand is the value.
+
+If the value starts with a `'` or a `"` then the first and last character is
+stripped from the value before being captured.
+
+.Parameter ConfigDir
+Path to the directory that contains the `pyvenv.cfg` file.
+#>
+function Get-PyVenvConfig(
+    [String]
+    $ConfigDir
+) {
+    Write-Verbose "Given ConfigDir=$ConfigDir, obtain values in pyvenv.cfg"
+
+    # Ensure the file exists, and issue a warning if it doesn't (but still allow the function to continue).
+    $pyvenvConfigPath = Join-Path -Resolve -Path $ConfigDir -ChildPath 'pyvenv.cfg' -ErrorAction Continue
+
+    # An empty map will be returned if no config file is found.
+    $pyvenvConfig = @{ }
+
+    if ($pyvenvConfigPath) {
+
+        Write-Verbose "File exists, parse `key = value` lines"
+        $pyvenvConfigContent = Get-Content -Path $pyvenvConfigPath
+
+        $pyvenvConfigContent | ForEach-Object {
+            $keyval = $PSItem -split "\s*=\s*", 2
+            if ($keyval[0] -and $keyval[1]) {
+                $val = $keyval[1]
+
+                # Remove extraneous quotations around a string value.
+                if ("'""".Contains($val.Substring(0, 1))) {
+                    $val = $val.Substring(1, $val.Length - 2)
+                }
+
+                $pyvenvConfig[$keyval[0]] = $val
+                Write-Verbose "Adding Key: '$($keyval[0])'='$val'"
+            }
+        }
+    }
+    return $pyvenvConfig
+}
+
+
+<# Begin Activate script --------------------------------------------------- #>
+
+# Determine the containing directory of this script
+$VenvExecPath = Split-Path -Parent $MyInvocation.MyCommand.Definition
+$VenvExecDir = Get-Item -Path $VenvExecPath
+
+Write-Verbose "Activation script is located in path: '$VenvExecPath'"
+Write-Verbose "VenvExecDir Fullname: '$($VenvExecDir.FullName)"
+Write-Verbose "VenvExecDir Name: '$($VenvExecDir.Name)"
+
+# Set values required in priority: CmdLine, ConfigFile, Default
+# First, get the location of the virtual environment, it might not be
+# VenvExecDir if specified on the command line.
+if ($VenvDir) {
+    Write-Verbose "VenvDir given as parameter, using '$VenvDir' to determine values"
+}
+else {
+    Write-Verbose "VenvDir not given as a parameter, using parent directory name as VenvDir."
+    $VenvDir = $VenvExecDir.Parent.FullName.TrimEnd("\\/")
+    Write-Verbose "VenvDir=$VenvDir"
+}
+
+# Next, read the `pyvenv.cfg` file to determine any required value such
+# as `prompt`.
+$pyvenvCfg = Get-PyVenvConfig -ConfigDir $VenvDir
+
+# Next, set the prompt from the command line, or the config file, or
+# just use the name of the virtual environment folder.
+if ($Prompt) {
+    Write-Verbose "Prompt specified as argument, using '$Prompt'"
+}
+else {
+    Write-Verbose "Prompt not specified as argument to script, checking pyvenv.cfg value"
+    if ($pyvenvCfg -and $pyvenvCfg['prompt']) {
+        Write-Verbose "  Setting based on value in pyvenv.cfg='$($pyvenvCfg['prompt'])'"
+        $Prompt = $pyvenvCfg['prompt'];
+    }
+    else {
+        Write-Verbose "  Setting prompt based on parent's directory's name. (Is the directory name passed to venv module when creating the virtual environment)"
+        Write-Verbose "  Got leaf-name of $VenvDir='$(Split-Path -Path $venvDir -Leaf)'"
+        $Prompt = Split-Path -Path $venvDir -Leaf
+    }
+}
+
+Write-Verbose "Prompt = '$Prompt'"
+Write-Verbose "VenvDir='$VenvDir'"
+
+# Deactivate any currently active virtual environment, but leave the
+# deactivate function in place.
+deactivate -nondestructive
+
+# Now set the environment variable VIRTUAL_ENV, used by many tools to determine
+# that there is an activated venv.
+$env:VIRTUAL_ENV = $VenvDir
+
+if (-not $Env:VIRTUAL_ENV_DISABLE_PROMPT) {
+
+    Write-Verbose "Setting prompt to '$Prompt'"
+
+    # Set the prompt to include the env name
+    # Make sure _OLD_VIRTUAL_PROMPT is global
+    function global:_OLD_VIRTUAL_PROMPT { "" }
+    Copy-Item -Path function:prompt -Destination function:_OLD_VIRTUAL_PROMPT
+    New-Variable -Name _PYTHON_VENV_PROMPT_PREFIX -Description "Python virtual environment prompt prefix" -Scope Global -Option ReadOnly -Visibility Public -Value $Prompt
+
+    function global:prompt {
+        Write-Host -NoNewline -ForegroundColor Green "($_PYTHON_VENV_PROMPT_PREFIX) "
+        _OLD_VIRTUAL_PROMPT
+    }
+    $env:VIRTUAL_ENV_PROMPT = $Prompt
+}
+
+# Clear PYTHONHOME
+if (Test-Path -Path Env:PYTHONHOME) {
+    Copy-Item -Path Env:PYTHONHOME -Destination Env:_OLD_VIRTUAL_PYTHONHOME
+    Remove-Item -Path Env:PYTHONHOME
+}
+
+# Add the venv to the PATH
+Copy-Item -Path Env:PATH -Destination Env:_OLD_VIRTUAL_PATH
+$Env:PATH = "$VenvExecDir$([System.IO.Path]::PathSeparator)$Env:PATH"

backend/backend/hoa_app/venv/bin/activate

@@ -0,0 +1,69 @@
+# This file must be used with "source bin/activate" *from bash*
+# you cannot run it directly
+
+deactivate () {
+    # reset old environment variables
+    if [ -n "${_OLD_VIRTUAL_PATH:-}" ] ; then
+        PATH="${_OLD_VIRTUAL_PATH:-}"
+        export PATH
+        unset _OLD_VIRTUAL_PATH
+    fi
+    if [ -n "${_OLD_VIRTUAL_PYTHONHOME:-}" ] ; then
+        PYTHONHOME="${_OLD_VIRTUAL_PYTHONHOME:-}"
+        export PYTHONHOME
+        unset _OLD_VIRTUAL_PYTHONHOME
+    fi
+
+    # This should detect bash and zsh, which have a hash command that must
+    # be called to get it to forget past commands.  Without forgetting
+    # past commands the $PATH changes we made may not be respected
+    if [ -n "${BASH:-}" -o -n "${ZSH_VERSION:-}" ] ; then
+        hash -r 2> /dev/null
+    fi
+
+    if [ -n "${_OLD_VIRTUAL_PS1:-}" ] ; then
+        PS1="${_OLD_VIRTUAL_PS1:-}"
+        export PS1
+        unset _OLD_VIRTUAL_PS1
+    fi
+
+    unset VIRTUAL_ENV
+    unset VIRTUAL_ENV_PROMPT
+    if [ ! "${1:-}" = "nondestructive" ] ; then
+    # Self destruct!
+        unset -f deactivate
+    fi
+}
+
+# unset irrelevant variables
+deactivate nondestructive
+
+VIRTUAL_ENV=/home/pi/HOApro/backend/backend/hoa_app/venv
+export VIRTUAL_ENV
+
+_OLD_VIRTUAL_PATH="$PATH"
+PATH="$VIRTUAL_ENV/"bin":$PATH"
+export PATH
+
+# unset PYTHONHOME if set
+# this will fail if PYTHONHOME is set to the empty string (which is bad anyway)
+# could use `if (set -u; : $PYTHONHOME) ;` in bash
+if [ -n "${PYTHONHOME:-}" ] ; then
+    _OLD_VIRTUAL_PYTHONHOME="${PYTHONHOME:-}"
+    unset PYTHONHOME
+fi
+
+if [ -z "${VIRTUAL_ENV_DISABLE_PROMPT:-}" ] ; then
+    _OLD_VIRTUAL_PS1="${PS1:-}"
+    PS1='(venv) '"${PS1:-}"
+    export PS1
+    VIRTUAL_ENV_PROMPT='(venv) '
+    export VIRTUAL_ENV_PROMPT
+fi
+
+# This should detect bash and zsh, which have a hash command that must
+# be called to get it to forget past commands.  Without forgetting
+# past commands the $PATH changes we made may not be respected
+if [ -n "${BASH:-}" -o -n "${ZSH_VERSION:-}" ] ; then
+    hash -r 2> /dev/null
+fi

backend/backend/hoa_app/venv/bin/activate.csh

@@ -0,0 +1,26 @@
+# This file must be used with "source bin/activate.csh" *from csh*.
+# You cannot run it directly.
+# Created by Davide Di Blasi <davidedb@gmail.com>.
+# Ported to Python 3.3 venv by Andrew Svetlov <andrew.svetlov@gmail.com>
+
+alias deactivate 'test $?_OLD_VIRTUAL_PATH != 0 && setenv PATH "$_OLD_VIRTUAL_PATH" && unset _OLD_VIRTUAL_PATH; rehash; test $?_OLD_VIRTUAL_PROMPT != 0 && set prompt="$_OLD_VIRTUAL_PROMPT" && unset _OLD_VIRTUAL_PROMPT; unsetenv VIRTUAL_ENV; unsetenv VIRTUAL_ENV_PROMPT; test "\!:*" != "nondestructive" && unalias deactivate'
+
+# Unset irrelevant variables.
+deactivate nondestructive
+
+setenv VIRTUAL_ENV /home/pi/HOApro/backend/backend/hoa_app/venv
+
+set _OLD_VIRTUAL_PATH="$PATH"
+setenv PATH "$VIRTUAL_ENV/"bin":$PATH"
+
+
+set _OLD_VIRTUAL_PROMPT="$prompt"
+
+if (! "$?VIRTUAL_ENV_DISABLE_PROMPT") then
+    set prompt = '(venv) '"$prompt"
+    setenv VIRTUAL_ENV_PROMPT '(venv) '
+endif
+
+alias pydoc python -m pydoc
+
+rehash

backend/backend/hoa_app/venv/bin/activate.fish

@@ -0,0 +1,69 @@
+# This file must be used with "source <venv>/bin/activate.fish" *from fish*
+# (https://fishshell.com/); you cannot run it directly.
+
+function deactivate  -d "Exit virtual environment and return to normal shell environment"
+    # reset old environment variables
+    if test -n "$_OLD_VIRTUAL_PATH"
+        set -gx PATH $_OLD_VIRTUAL_PATH
+        set -e _OLD_VIRTUAL_PATH
+    end
+    if test -n "$_OLD_VIRTUAL_PYTHONHOME"
+        set -gx PYTHONHOME $_OLD_VIRTUAL_PYTHONHOME
+        set -e _OLD_VIRTUAL_PYTHONHOME
+    end
+
+    if test -n "$_OLD_FISH_PROMPT_OVERRIDE"
+        set -e _OLD_FISH_PROMPT_OVERRIDE
+        # prevents error when using nested fish instances (Issue #93858)
+        if functions -q _old_fish_prompt
+            functions -e fish_prompt
+            functions -c _old_fish_prompt fish_prompt
+            functions -e _old_fish_prompt
+        end
+    end
+
+    set -e VIRTUAL_ENV
+    set -e VIRTUAL_ENV_PROMPT
+    if test "$argv[1]" != "nondestructive"
+        # Self-destruct!
+        functions -e deactivate
+    end
+end
+
+# Unset irrelevant variables.
+deactivate nondestructive
+
+set -gx VIRTUAL_ENV /home/pi/HOApro/backend/backend/hoa_app/venv
+
+set -gx _OLD_VIRTUAL_PATH $PATH
+set -gx PATH "$VIRTUAL_ENV/"bin $PATH
+
+# Unset PYTHONHOME if set.
+if set -q PYTHONHOME
+    set -gx _OLD_VIRTUAL_PYTHONHOME $PYTHONHOME
+    set -e PYTHONHOME
+end
+
+if test -z "$VIRTUAL_ENV_DISABLE_PROMPT"
+    # fish uses a function instead of an env var to generate the prompt.
+
+    # Save the current fish_prompt function as the function _old_fish_prompt.
+    functions -c fish_prompt _old_fish_prompt
+
+    # With the original prompt function renamed, we can override with our own.
+    function fish_prompt
+        # Save the return status of the last command.
+        set -l old_status $status
+
+        # Output the venv prompt; color taken from the blue of the Python logo.
+        printf "%s%s%s" (set_color 4B8BBE) '(venv) ' (set_color normal)
+
+        # Restore the return status of the previous command.
+        echo "exit $old_status" | .
+        # Output the original/"old" prompt.
+        _old_fish_prompt
+    end
+
+    set -gx _OLD_FISH_PROMPT_OVERRIDE "$VIRTUAL_ENV"
+    set -gx VIRTUAL_ENV_PROMPT '(venv) '
+end

backend/backend/hoa_app/venv/bin/alembic

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from alembic.config import main
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(main())

backend/backend/hoa_app/venv/bin/dotenv

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from dotenv.__main__ import cli
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(cli())

backend/backend/hoa_app/venv/bin/fastapi

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from fastapi.cli import main
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(main())

backend/backend/hoa_app/venv/bin/mako-render

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from mako.cmd import cmdline
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(cmdline())

backend/backend/hoa_app/venv/bin/pip

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from pip._internal.cli.main import main
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(main())

backend/backend/hoa_app/venv/bin/pip3

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from pip._internal.cli.main import main
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(main())

backend/backend/hoa_app/venv/bin/pip3.11

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from pip._internal.cli.main import main
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(main())

backend/backend/hoa_app/venv/bin/pyrsa-decrypt

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from rsa.cli import decrypt
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(decrypt())

backend/backend/hoa_app/venv/bin/pyrsa-encrypt

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from rsa.cli import encrypt
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(encrypt())

backend/backend/hoa_app/venv/bin/pyrsa-keygen

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from rsa.cli import keygen
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(keygen())

backend/backend/hoa_app/venv/bin/pyrsa-priv2pub

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from rsa.util import private_to_public
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(private_to_public())

backend/backend/hoa_app/venv/bin/pyrsa-sign

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from rsa.cli import sign
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(sign())

backend/backend/hoa_app/venv/bin/pyrsa-verify

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from rsa.cli import verify
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(verify())

backend/backend/hoa_app/venv/bin/python

@@ -0,0 +1 @@
+python3

backend/backend/hoa_app/venv/bin/python3

@@ -0,0 +1 @@
+/usr/bin/python3

backend/backend/hoa_app/venv/bin/python3.11

@@ -0,0 +1 @@
+python3

backend/backend/hoa_app/venv/bin/uvicorn

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from uvicorn.main import main
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(main())

backend/backend/hoa_app/venv/bin/watchfiles

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from watchfiles.cli import cli
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(cli())

backend/backend/hoa_app/venv/bin/websockets

@@ -0,0 +1,8 @@
+#!/home/pi/HOApro/backend/backend/hoa_app/venv/bin/python3
+# -*- coding: utf-8 -*-
+import re
+import sys
+from websockets.cli import main
+if __name__ == '__main__':
+    sys.argv[0] = re.sub(r'(-script\.pyw|\.exe)?$', '', sys.argv[0])
+    sys.exit(main())

backend/backend/hoa_app/venv/include/site/python3.11/greenlet/greenlet.h

@@ -0,0 +1,164 @@
+/* -*- indent-tabs-mode: nil; tab-width: 4; -*- */
+
+/* Greenlet object interface */
+
+#ifndef Py_GREENLETOBJECT_H
+#define Py_GREENLETOBJECT_H
+
+
+#include <Python.h>
+
+#ifdef __cplusplus
+extern "C" {
+#endif
+
+/* This is deprecated and undocumented. It does not change. */
+#define GREENLET_VERSION "1.0.0"
+
+#ifndef GREENLET_MODULE
+#define implementation_ptr_t void*
+#endif
+
+typedef struct _greenlet {
+    PyObject_HEAD
+    PyObject* weakreflist;
+    PyObject* dict;
+    implementation_ptr_t pimpl;
+} PyGreenlet;
+
+#define PyGreenlet_Check(op) (op && PyObject_TypeCheck(op, &PyGreenlet_Type))
+
+
+/* C API functions */
+
+/* Total number of symbols that are exported */
+#define PyGreenlet_API_pointers 12
+
+#define PyGreenlet_Type_NUM 0
+#define PyExc_GreenletError_NUM 1
+#define PyExc_GreenletExit_NUM 2
+
+#define PyGreenlet_New_NUM 3
+#define PyGreenlet_GetCurrent_NUM 4
+#define PyGreenlet_Throw_NUM 5
+#define PyGreenlet_Switch_NUM 6
+#define PyGreenlet_SetParent_NUM 7
+
+#define PyGreenlet_MAIN_NUM 8
+#define PyGreenlet_STARTED_NUM 9
+#define PyGreenlet_ACTIVE_NUM 10
+#define PyGreenlet_GET_PARENT_NUM 11
+
+#ifndef GREENLET_MODULE
+/* This section is used by modules that uses the greenlet C API */
+static void** _PyGreenlet_API = NULL;
+
+#    define PyGreenlet_Type \
+        (*(PyTypeObject*)_PyGreenlet_API[PyGreenlet_Type_NUM])
+
+#    define PyExc_GreenletError \
+        ((PyObject*)_PyGreenlet_API[PyExc_GreenletError_NUM])
+
+#    define PyExc_GreenletExit \
+        ((PyObject*)_PyGreenlet_API[PyExc_GreenletExit_NUM])
+
+/*
+ * PyGreenlet_New(PyObject *args)
+ *
+ * greenlet.greenlet(run, parent=None)
+ */
+#    define PyGreenlet_New                                        \
+        (*(PyGreenlet * (*)(PyObject * run, PyGreenlet * parent)) \
+             _PyGreenlet_API[PyGreenlet_New_NUM])
+
+/*
+ * PyGreenlet_GetCurrent(void)
+ *
+ * greenlet.getcurrent()
+ */
+#    define PyGreenlet_GetCurrent \
+        (*(PyGreenlet * (*)(void)) _PyGreenlet_API[PyGreenlet_GetCurrent_NUM])
+
+/*
+ * PyGreenlet_Throw(
+ *         PyGreenlet *greenlet,
+ *         PyObject *typ,
+ *         PyObject *val,
+ *         PyObject *tb)
+ *
+ * g.throw(...)
+ */
+#    define PyGreenlet_Throw                 \
+        (*(PyObject * (*)(PyGreenlet * self, \
+                          PyObject * typ,    \
+                          PyObject * val,    \
+                          PyObject * tb))    \
+             _PyGreenlet_API[PyGreenlet_Throw_NUM])
+
+/*
+ * PyGreenlet_Switch(PyGreenlet *greenlet, PyObject *args)
+ *
+ * g.switch(*args, **kwargs)
+ */
+#    define PyGreenlet_Switch                                              \
+        (*(PyObject *                                                      \
+           (*)(PyGreenlet * greenlet, PyObject * args, PyObject * kwargs)) \
+             _PyGreenlet_API[PyGreenlet_Switch_NUM])
+
+/*
+ * PyGreenlet_SetParent(PyObject *greenlet, PyObject *new_parent)
+ *
+ * g.parent = new_parent
+ */
+#    define PyGreenlet_SetParent                                 \
+        (*(int (*)(PyGreenlet * greenlet, PyGreenlet * nparent)) \
+             _PyGreenlet_API[PyGreenlet_SetParent_NUM])
+
+/*
+ * PyGreenlet_GetParent(PyObject* greenlet)
+ *
+ * return greenlet.parent;
+ *
+ * This could return NULL even if there is no exception active.
+ * If it does not return NULL, you are responsible for decrementing the
+ * reference count.
+ */
+#     define PyGreenlet_GetParent                                    \
+    (*(PyGreenlet* (*)(PyGreenlet*))                                 \
+     _PyGreenlet_API[PyGreenlet_GET_PARENT_NUM])
+
+/*
+ * deprecated, undocumented alias.
+ */
+#     define PyGreenlet_GET_PARENT PyGreenlet_GetParent
+
+#     define PyGreenlet_MAIN                                         \
+    (*(int (*)(PyGreenlet*))                                         \
+     _PyGreenlet_API[PyGreenlet_MAIN_NUM])
+
+#     define PyGreenlet_STARTED                                      \
+    (*(int (*)(PyGreenlet*))                                         \
+     _PyGreenlet_API[PyGreenlet_STARTED_NUM])
+
+#     define PyGreenlet_ACTIVE                                       \
+    (*(int (*)(PyGreenlet*))                                         \
+     _PyGreenlet_API[PyGreenlet_ACTIVE_NUM])
+
+
+
+
+/* Macro that imports greenlet and initializes C API */
+/* NOTE: This has actually moved to ``greenlet._greenlet._C_API``, but we
+   keep the older definition to be sure older code that might have a copy of
+   the header still works. */
+#    define PyGreenlet_Import()                                               \
+        {                                                                     \
+            _PyGreenlet_API = (void**)PyCapsule_Import("greenlet._C_API", 0); \
+        }
+
+#endif /* GREENLET_MODULE */
+
+#ifdef __cplusplus
+}
+#endif
+#endif /* !Py_GREENLETOBJECT_H */

backend/backend/hoa_app/venv/lib/python3.11/site-packages/MarkupSafe-3.0.2.dist-info/INSTALLER

@@ -0,0 +1 @@
+pip

backend/backend/hoa_app/venv/lib/python3.11/site-packages/MarkupSafe-3.0.2.dist-info/LICENSE.txt

@@ -0,0 +1,28 @@
+Copyright 2010 Pallets
+
+Redistribution and use in source and binary forms, with or without
+modification, are permitted provided that the following conditions are
+met:
+
+1.  Redistributions of source code must retain the above copyright
+    notice, this list of conditions and the following disclaimer.
+
+2.  Redistributions in binary form must reproduce the above copyright
+    notice, this list of conditions and the following disclaimer in the
+    documentation and/or other materials provided with the distribution.
+
+3.  Neither the name of the copyright holder nor the names of its
+    contributors may be used to endorse or promote products derived from
+    this software without specific prior written permission.
+
+THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS
+"AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT
+LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
+PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT
+HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL,
+SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED
+TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR
+PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF
+LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING
+NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS
+SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

backend/backend/hoa_app/venv/lib/python3.11/site-packages/MarkupSafe-3.0.2.dist-info/METADATA

@@ -0,0 +1,92 @@
+Metadata-Version: 2.1
+Name: MarkupSafe
+Version: 3.0.2
+Summary: Safely add untrusted strings to HTML/XML markup.
+Maintainer-email: Pallets <contact@palletsprojects.com>
+License: Copyright 2010 Pallets
+        
+        Redistribution and use in source and binary forms, with or without
+        modification, are permitted provided that the following conditions are
+        met:
+        
+        1.  Redistributions of source code must retain the above copyright
+            notice, this list of conditions and the following disclaimer.
+        
+        2.  Redistributions in binary form must reproduce the above copyright
+            notice, this list of conditions and the following disclaimer in the
+            documentation and/or other materials provided with the distribution.
+        
+        3.  Neither the name of the copyright holder nor the names of its
+            contributors may be used to endorse or promote products derived from
+            this software without specific prior written permission.
+        
+        THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS
+        "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT
+        LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
+        PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT
+        HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL,
+        SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED
+        TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR
+        PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF
+        LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING
+        NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS
+        SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
+        
+Project-URL: Donate, https://palletsprojects.com/donate
+Project-URL: Documentation, https://markupsafe.palletsprojects.com/
+Project-URL: Changes, https://markupsafe.palletsprojects.com/changes/
+Project-URL: Source, https://github.com/pallets/markupsafe/
+Project-URL: Chat, https://discord.gg/pallets
+Classifier: Development Status :: 5 - Production/Stable
+Classifier: Environment :: Web Environment
+Classifier: Intended Audience :: Developers
+Classifier: License :: OSI Approved :: BSD License
+Classifier: Operating System :: OS Independent
+Classifier: Programming Language :: Python
+Classifier: Topic :: Internet :: WWW/HTTP :: Dynamic Content
+Classifier: Topic :: Text Processing :: Markup :: HTML
+Classifier: Typing :: Typed
+Requires-Python: >=3.9
+Description-Content-Type: text/markdown
+License-File: LICENSE.txt
+
+# MarkupSafe
+
+MarkupSafe implements a text object that escapes characters so it is
+safe to use in HTML and XML. Characters that have special meanings are
+replaced so that they display as the actual characters. This mitigates
+injection attacks, meaning untrusted user input can safely be displayed
+on a page.
+
+
+## Examples
+
+```pycon
+>>> from markupsafe import Markup, escape
+
+>>> # escape replaces special characters and wraps in Markup
+>>> escape("<script>alert(document.cookie);</script>")
+Markup('&lt;script&gt;alert(document.cookie);&lt;/script&gt;')
+
+>>> # wrap in Markup to mark text "safe" and prevent escaping
+>>> Markup("<strong>Hello</strong>")
+Markup('<strong>hello</strong>')
+
+>>> escape(Markup("<strong>Hello</strong>"))
+Markup('<strong>hello</strong>')
+
+>>> # Markup is a str subclass
+>>> # methods and operators escape their arguments
+>>> template = Markup("Hello <em>{name}</em>")
+>>> template.format(name='"World"')
+Markup('Hello <em>&#34;World&#34;</em>')
+```
+
+## Donate
+
+The Pallets organization develops and supports MarkupSafe and other
+popular packages. In order to grow the community of contributors and
+users, and allow the maintainers to devote more time to the projects,
+[please donate today][].
+
+[please donate today]: https://palletsprojects.com/donate

backend/backend/hoa_app/venv/lib/python3.11/site-packages/MarkupSafe-3.0.2.dist-info/RECORD

@@ -0,0 +1,15 @@
+MarkupSafe-3.0.2.dist-info/INSTALLER,sha256=zuuue4knoyJ-UwPPXg8fezS7VCrXJQrAP7zeNuwvFQg,4
+MarkupSafe-3.0.2.dist-info/LICENSE.txt,sha256=SJqOEQhQntmKN7uYPhHg9-HTHwvY-Zp5yESOf_N9B-o,1475
+MarkupSafe-3.0.2.dist-info/METADATA,sha256=aAwbZhSmXdfFuMM-rEHpeiHRkBOGESyVLJIuwzHP-nw,3975
+MarkupSafe-3.0.2.dist-info/RECORD,,
+MarkupSafe-3.0.2.dist-info/REQUESTED,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
+MarkupSafe-3.0.2.dist-info/WHEEL,sha256=Op2RVjKCU4Yd3uty1Wlljkjcwas4cTvIrdqkKFZWK28,153
+MarkupSafe-3.0.2.dist-info/top_level.txt,sha256=qy0Plje5IJuvsCBjejJyhDCjEAdcDLK_2agVcex8Z6U,11
+markupsafe/__init__.py,sha256=sr-U6_27DfaSrj5jnHYxWN-pvhM27sjlDplMDPZKm7k,13214
+markupsafe/__pycache__/__init__.cpython-311.pyc,,
+markupsafe/__pycache__/_native.cpython-311.pyc,,
+markupsafe/_native.py,sha256=hSLs8Jmz5aqayuengJJ3kdT5PwNpBWpKrmQSdipndC8,210
+markupsafe/_speedups.c,sha256=O7XulmTo-epI6n2FtMVOrJXl8EAaIwD2iNYmBI5SEoQ,4149
+markupsafe/_speedups.cpython-311-aarch64-linux-gnu.so,sha256=ERBcuz-gl_TnODv5KWmFWXAr45_JjnsouJnevCcUXlc,98536
+markupsafe/_speedups.pyi,sha256=ENd1bYe7gbBUf2ywyYWOGUpnXOHNJ-cgTNqetlW8h5k,41
+markupsafe/py.typed,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0

backend/backend/hoa_app/venv/lib/python3.11/site-packages/MarkupSafe-3.0.2.dist-info/WHEEL

@@ -0,0 +1,6 @@
+Wheel-Version: 1.0
+Generator: setuptools (75.2.0)
+Root-Is-Purelib: false
+Tag: cp311-cp311-manylinux_2_17_aarch64
+Tag: cp311-cp311-manylinux2014_aarch64
+

backend/backend/hoa_app/venv/lib/python3.11/site-packages/MarkupSafe-3.0.2.dist-info/top_level.txt

@@ -0,0 +1 @@
+markupsafe