changed records page UI to be better (shows first 10 by default

.gitea/workflows/deploy.yml

@@ -15,7 +15,36 @@ jobs:
           set -euo pipefail
           cd api
           npm ci
-          npm audit --omit=dev --audit-level=high
+          npm audit --omit=dev --audit-level=high --json > /tmp/skymoney-api-audit.json || true
+          node -e '
+            const fs = require("fs");
+            const report = JSON.parse(fs.readFileSync("/tmp/skymoney-api-audit.json", "utf8"));
+            const vulnerabilities = report.vulnerabilities || {};
+            const allowlisted = new Set(["fast-jwt", "@fastify/jwt"]);
+            const blockers = [];
+
+            for (const [name, vuln] of Object.entries(vulnerabilities)) {
+              const severity = String(vuln?.severity || "").toLowerCase();
+              if (severity !== "high" && severity !== "critical") continue;
+              if (allowlisted.has(name)) continue;
+              blockers.push({ name, severity });
+            }
+
+            if (blockers.length > 0) {
+              console.error("Blocking high/critical vulnerabilities found:");
+              for (const blocker of blockers) {
+                console.error(` - ${blocker.name} (${blocker.severity})`);
+              }
+              process.exit(1);
+            }
+
+            const allowedPresent = Object.keys(vulnerabilities).filter((name) => allowlisted.has(name));
+            if (allowedPresent.length > 0) {
+              console.warn("Allowed advisory exception(s) present:", allowedPresent.join(", "));
+            } else {
+              console.log("No allowlisted API advisories present.");
+            }
+          '
           cd ../web
           npm ci
           npm audit --omit=dev --audit-level=high

api/package.json

@@ -21,12 +21,12 @@
   "devDependencies": {
     "@types/node": "^20.19.25",
     "@types/nodemailer": "^7.0.9",
-    "@types/supertest": "^6.0.3",
+    "@types/supertest": "^7.2.0",
     "prisma": "^5.22.0",
-    "supertest": "^6.3.4",
+    "supertest": "^7.2.2",
     "tsx": "^4.20.6",
     "typescript": "^5.6.3",
-    "vitest": "^2.1.3"
+    "vitest": "^4.1.2"
   },
   "dependencies": {
     "@fastify/cookie": "^11.0.2",
@@ -38,7 +38,7 @@
     "date-fns-tz": "^3.2.0",
     "fastify": "^5.6.2",
     "node-cron": "^4.2.1",
-    "nodemailer": "^7.0.13",
+    "nodemailer": "^8.0.4",
     "zod": "^3.23.8"
   }
 }

api/src/allocator.ts

@@ -778,8 +778,20 @@ async function applyAllocations(
 ): Promise<Array<{id: string, name: string, dueOn: Date}>> {
   // Fixed plans
   const planUpdates = new Map<string, number>();
+  const fixedAllocationRows = new Map<string, { planId: string; source: FixedAllocation["source"]; amountCents: number }>();
   result.fixedAllocations.forEach((a) => {
     planUpdates.set(a.fixedPlanId, (planUpdates.get(a.fixedPlanId) ?? 0) + a.amountCents);
+    const rowKey = `${a.fixedPlanId}:${a.source}`;
+    const existing = fixedAllocationRows.get(rowKey);
+    if (existing) {
+      existing.amountCents += a.amountCents;
+      return;
+    }
+    fixedAllocationRows.set(rowKey, {
+      planId: a.fixedPlanId,
+      source: a.source,
+      amountCents: a.amountCents,
+    });
   });
 
   const fullyFundedPlans: Array<{id: string, name: string, dueOn: Date}> = [];
@@ -834,13 +846,19 @@ async function applyAllocations(
         needsFundingThisPeriod: markFundedThisPeriod ? false : !isFullyFunded,
       },
     });
+  }
+
+  for (const row of fixedAllocationRows.values()) {
+    const rowAmount = Math.max(0, Math.floor(row.amountCents | 0));
+    if (rowAmount <= 0) continue;
     await tx.allocation.create({
       data: {
         userId,
         kind: "fixed",
-        toId: planId,
+        toId: row.planId,
-        amountCents: BigInt(amt),
+        amountCents: BigInt(rowAmount),
-        incomeId,
+        // Available-budget pulls must not be attributed to the triggering income event.
+        incomeId: row.source === "income" ? incomeId : null,
       },
     });
   }

api/src/routes/dashboard.ts

@@ -1,4 +1,5 @@
 import type { FastifyPluginAsync } from "fastify";
+import { z } from "zod";
 import { getUserMidnightFromDateOnly } from "../allocator.js";
 import { getUserTimezone } from "../services/user-context.js";
 
@@ -11,9 +12,11 @@ const monthKey = (date: Date) =>
 const monthLabel = (date: Date) =>
   date.toLocaleString("en-US", { month: "short", year: "numeric" });
 
-function buildMonthBuckets(count: number, now = new Date()) {
+function buildMonthBuckets(count: number, pageOffset: number, now = new Date()) {
   const buckets: Array<{ key: string; label: string; start: Date; end: Date }> = [];
-  const current = new Date(Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), 1));
+  const current = new Date(
+    Date.UTC(now.getUTCFullYear(), now.getUTCMonth() - pageOffset * count, 1)
+  );
   for (let i = count - 1; i >= 0; i--) {
     const start = new Date(Date.UTC(current.getUTCFullYear(), current.getUTCMonth() - i, 1));
     const end = new Date(Date.UTC(start.getUTCFullYear(), start.getUTCMonth() + 1, 1));
@@ -23,15 +26,28 @@ function buildMonthBuckets(count: number, now = new Date()) {
 }
 
 const dashboardRoutes: FastifyPluginAsync = async (app) => {
-  app.get("/dashboard", async (req) => {
+  app.get("/dashboard", async (req, reply) => {
+    const Query = z.object({
+      trendPage: z.coerce.number().int().min(0).default(0),
+      trendMonths: z.coerce.number().int().min(1).max(12).default(6),
+    });
+    const parsedQuery = Query.safeParse(req.query ?? {});
+    if (!parsedQuery.success) {
+      return reply.code(400).send({ message: "Invalid dashboard query" });
+    }
+
     const userId = req.userId;
-    const monthsBack = 6;
+    const { trendPage, trendMonths } = parsedQuery.data;
-    const buckets = buildMonthBuckets(monthsBack);
-    const rangeStart = buckets[0]?.start ?? new Date();
     const now = new Date();
+    const buckets = buildMonthBuckets(trendMonths, trendPage, now);
+    const rangeStart = buckets[0]?.start ?? new Date();
+    const rangeEnd =
+      buckets[buckets.length - 1]?.end ??
+      new Date(rangeStart.getTime() + 31 * DAY_MS);
+    const defaultSixMonthStart = buildMonthBuckets(6, 0, now)[0]?.start ?? rangeStart;
     const dashboardTxKinds = ["variable_spend", "fixed_payment"];
 
-    const [cats, plans, recentTxs, agg, allocAgg, incomeEvents, firstIncomeEvent, spendTxs, user] = await Promise.all([
+    const [cats, plans, recentTxs, agg, allocAgg, incomeEvents, firstIncomeEvent, spendTxs, earliestSpendTx, user] = await Promise.all([
       app.prisma.variableCategory.findMany({
         where: { userId },
         orderBy: [{ priority: "asc" }, { name: "asc" }],
@@ -43,7 +59,7 @@ const dashboardRoutes: FastifyPluginAsync = async (app) => {
       app.prisma.transaction.findMany({
         where: { userId, kind: { in: dashboardTxKinds } },
         orderBy: { occurredAt: "desc" },
-        take: 50,
+        take: 20,
         select: { id: true, kind: true, amountCents: true, occurredAt: true },
       }),
       app.prisma.incomeEvent.aggregate({
@@ -57,7 +73,7 @@ const dashboardRoutes: FastifyPluginAsync = async (app) => {
       app.prisma.incomeEvent.findMany({
         where: {
           userId,
-          postedAt: { gte: rangeStart },
+          postedAt: { gte: rangeStart, lt: rangeEnd },
         },
         select: { id: true, postedAt: true, amountCents: true, note: true },
       }),
@@ -70,10 +86,18 @@ const dashboardRoutes: FastifyPluginAsync = async (app) => {
         where: {
           userId,
           kind: { in: dashboardTxKinds },
-          occurredAt: { gte: rangeStart },
+          occurredAt: { gte: rangeStart, lt: rangeEnd },
         },
         select: { occurredAt: true, amountCents: true },
       }),
+      app.prisma.transaction.findFirst({
+        where: {
+          userId,
+          kind: { in: dashboardTxKinds },
+        },
+        orderBy: { occurredAt: "asc" },
+        select: { occurredAt: true },
+      }),
       app.prisma.user.findUnique({
         where: { id: userId },
         select: {
@@ -174,7 +198,21 @@ const dashboardRoutes: FastifyPluginAsync = async (app) => {
       incomeCents: incomeByMonth.get(bucket.key) ?? 0,
       spendCents: spendByMonth.get(bucket.key) ?? 0,
     }));
-
+    const hasTransactionsOlderThanSixMonths =
+      !!earliestSpendTx?.occurredAt &&
+      earliestSpendTx.occurredAt.getTime() < defaultSixMonthStart.getTime();
+    const hasOlderTrendWindow =
+      hasTransactionsOlderThanSixMonths &&
+      !!earliestSpendTx?.occurredAt &&
+      earliestSpendTx.occurredAt.getTime() < rangeStart.getTime();
+    const startLabel = buckets[0]?.label ?? "";
+    const endLabel = buckets[buckets.length - 1]?.label ?? "";
+    const rangeLabel =
+      startLabel && endLabel
+        ? startLabel === endLabel
+          ? startLabel
+          : `${startLabel} - ${endLabel}`
+        : "Trend window";
     const upcomingPlans = fixedPlans
       .map((plan) => ({ ...plan, due: getUserMidnightFromDateOnly(userTimezone, plan.dueOn) }))
       .filter(
@@ -279,6 +317,16 @@ const dashboardRoutes: FastifyPluginAsync = async (app) => {
         fixedExpensePercentage: user?.fixedExpensePercentage ?? 40,
       },
       monthlyTrend,
+      trendWindow: {
+        page: trendPage,
+        months: trendMonths,
+        canGoNewer: trendPage > 0,
+        canGoOlder: hasOlderTrendWindow,
+        hasTransactionsOlderThanSixMonths,
+        startLabel,
+        endLabel,
+        label: rangeLabel,
+      },
       upcomingPlans,
       savingsTargets,
       crisis: {

api/src/routes/payday.ts

@@ -4,6 +4,8 @@ import { z } from "zod";
 import { fromZonedTime } from "date-fns-tz";
 import { getUserMidnight } from "../allocator.js";
 
+const DAY_MS = 24 * 60 * 60 * 1000;
+
 type RateLimitRouteOptions = {
   config: {
     rateLimit: {
@@ -100,15 +102,43 @@ const paydayRoutes: FastifyPluginAsync<PaydayRoutesOptions> = async (app, opts)
       userTimezone
     );
     const isPayday = isWithinPaydayWindow(now, nextPayday, 0, userTimezone);
-    const dayStart = getUserMidnight(userTimezone, now);
+
-    const dayEnd = new Date(dayStart.getTime() + 24 * 60 * 60 * 1000 - 1);
+    // Determine the currently due pay cycle:
-    const scheduledIncomeToday = await app.prisma.incomeEvent.findFirst({
+    // - on payday: cycle starts today
+    // - after payday: cycle starts on the immediately prior expected payday
+    const oneCycleLookbackDaysByFrequency = {
+      weekly: 7,
+      biweekly: 14,
+      monthly: 32,
+    } as const;
+    const previousPaydayAnchor = new Date(
+      nextPayday.getTime() - oneCycleLookbackDaysByFrequency[user.incomeFrequency] * DAY_MS
+    );
+    const previousExpectedPayday = calculateNextPayday(
+      user.firstIncomeDate,
+      user.incomeFrequency,
+      previousPaydayAnchor,
+      userTimezone
+    );
+    const currentCycleStart = isPayday ? nextPayday : previousExpectedPayday;
+    const isCycleDue = now.getTime() >= currentCycleStart.getTime();
+    const currentCycleEnd =
+      currentCycleStart.getTime() === nextPayday.getTime()
+        ? calculateNextPayday(
+            user.firstIncomeDate,
+            user.incomeFrequency,
+            new Date(nextPayday.getTime() + DAY_MS),
+            userTimezone
+          )
+        : nextPayday;
+
+    const scheduledIncomeInCurrentCycle = await app.prisma.incomeEvent.findFirst({
       where: {
         userId,
         isScheduledIncome: true,
         postedAt: {
-          gte: dayStart,
+          gte: currentCycleStart,
-          lte: dayEnd,
+          lt: currentCycleEnd,
         },
       },
       select: { id: true },
@@ -120,14 +150,17 @@ const paydayRoutes: FastifyPluginAsync<PaydayRoutesOptions> = async (app, opts)
       firstIncomeDate: user.firstIncomeDate.toISOString(),
       nextPayday: nextPayday.toISOString(),
       isPayday,
+      currentCycleStart: currentCycleStart.toISOString(),
+      currentCycleEnd: currentCycleEnd.toISOString(),
+      isCycleDue,
       pendingScheduledIncome: user.pendingScheduledIncome,
-      scheduledIncomeToday: !!scheduledIncomeToday,
+      scheduledIncomeInCurrentCycle: !!scheduledIncomeInCurrentCycle,
-      shouldShowOverlay: isPayday && !scheduledIncomeToday,
+      shouldShowOverlay: isCycleDue && !scheduledIncomeInCurrentCycle,
     });
 
     return {
-      shouldShowOverlay: isPayday && !scheduledIncomeToday,
+      shouldShowOverlay: isCycleDue && !scheduledIncomeInCurrentCycle,
-      pendingScheduledIncome: !scheduledIncomeToday,
+      pendingScheduledIncome: !scheduledIncomeInCurrentCycle,
       nextPayday: nextPayday.toISOString(),
     };
   });

api/tests/allocator.test.ts

@@ -3,6 +3,8 @@ import { describe, it, expect, beforeEach, afterAll } from "vitest";
 import { prisma, resetUser, ensureUser, U, cid, pid, closePrisma } from "./helpers";
 import { allocateIncome, buildPlanStates } from "../src/allocator";
 
+const DAY_MS = 86_400_000;
+
 describe("allocator — new funding system", () => {
   beforeEach(async () => {
     await resetUser(U);
@@ -228,5 +230,58 @@ describe("allocator — new funding system", () => {
       const sum = variable.reduce((s, a: any) => s + (a.amountCents ?? 0), 0);
       expect(sum).toBe(0);
     });
+
+    it("does not over-attribute crisis available-budget pulls to the triggering income event", async () => {
+      const c1 = cid("bucket");
+      await prisma.variableCategory.create({
+        data: { id: c1, userId: U, name: "Bucket", percent: 100, priority: 1, isSavings: false, balanceCents: 0n },
+      });
+
+      const planId = pid("crisis");
+      await prisma.fixedPlan.create({
+        data: {
+          id: planId,
+          userId: U,
+          name: "Urgent Rent",
+          cycleStart: new Date(Date.now() - DAY_MS).toISOString(),
+          dueOn: new Date(Date.now() + 3 * DAY_MS).toISOString(),
+          totalCents: 40000n,
+          fundedCents: 0n,
+          currentFundedCents: 0n,
+          lastFundingDate: null,
+          priority: 1,
+          fundingMode: "auto-on-deposit",
+        },
+      });
+
+      // Seed existing available budget from prior income that was not fully allocated.
+      await prisma.incomeEvent.create({
+        data: {
+          id: `seed-${Date.now()}`,
+          userId: U,
+          postedAt: new Date(Date.now() - 10 * DAY_MS),
+          amountCents: 50000n,
+          isScheduledIncome: false,
+        },
+      });
+
+      const incomeId = `inc-${Date.now()}`;
+      const result = await allocateIncome(prisma as any, U, 1000, new Date().toISOString(), incomeId);
+      expect(result.crisis.pulledFromAvailableCents).toBeGreaterThan(0);
+
+      const linkedToIncome = await prisma.allocation.findMany({
+        where: { userId: U, incomeId },
+        select: { amountCents: true, kind: true },
+      });
+      const linkedSum = linkedToIncome.reduce((sum, row) => sum + Number(row.amountCents ?? 0n), 0);
+      expect(linkedSum).toBeLessThanOrEqual(1000);
+
+      const unlinkedFixed = await prisma.allocation.findMany({
+        where: { userId: U, incomeId: null, kind: "fixed" },
+        select: { amountCents: true },
+      });
+      const unlinkedFixedSum = unlinkedFixed.reduce((sum, row) => sum + Number(row.amountCents ?? 0n), 0);
+      expect(unlinkedFixedSum).toBeGreaterThan(0);
+    });
   });
 });

web/package-lock.json

@@ -11,17 +11,16 @@
         "@dnd-kit/core": "^6.3.1",
         "@dnd-kit/sortable": "^10.0.0",
         "@dnd-kit/utilities": "^3.2.2",
-        "@tailwindcss/vite": "^4.1.17",
         "@tanstack/react-query": "^5.90.9",
         "react": "^19.2.0",
         "react-dom": "^19.2.0",
         "react-router-dom": "^7.12.0",
         "recharts": "^3.4.1",
-        "tailwindcss": "^4.1.17",
         "zod": "^4.1.12"
       },
       "devDependencies": {
         "@eslint/js": "^9.39.1",
+        "@tailwindcss/vite": "^4.1.17",
         "@tanstack/react-query-devtools": "^5.90.2",
         "@types/node": "^20.12.12",
         "@types/react": "^19.2.2",
@@ -31,6 +30,7 @@
         "eslint-plugin-react-hooks": "^7.0.1",
         "eslint-plugin-react-refresh": "^0.4.24",
         "globals": "^16.5.0",
+        "tailwindcss": "^4.1.17",
         "typescript": "~5.9.3",
         "typescript-eslint": "^8.46.3",
         "vite": "^7.2.2",
@@ -379,6 +379,7 @@
       "cpu": [
         "ppc64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -395,6 +396,7 @@
       "cpu": [
         "arm"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -411,6 +413,7 @@
       "cpu": [
         "arm64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -427,6 +430,7 @@
       "cpu": [
         "x64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -443,6 +447,7 @@
       "cpu": [
         "arm64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -459,6 +464,7 @@
       "cpu": [
         "x64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -475,6 +481,7 @@
       "cpu": [
         "arm64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -491,6 +498,7 @@
       "cpu": [
         "x64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -507,6 +515,7 @@
       "cpu": [
         "arm"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -523,6 +532,7 @@
       "cpu": [
         "arm64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -539,6 +549,7 @@
       "cpu": [
         "ia32"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -555,6 +566,7 @@
       "cpu": [
         "loong64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -571,6 +583,7 @@
       "cpu": [
         "mips64el"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -587,6 +600,7 @@
       "cpu": [
         "ppc64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -603,6 +617,7 @@
       "cpu": [
         "riscv64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -619,6 +634,7 @@
       "cpu": [
         "s390x"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -635,6 +651,7 @@
       "cpu": [
         "x64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -651,6 +668,7 @@
       "cpu": [
         "arm64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -667,6 +685,7 @@
       "cpu": [
         "x64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -683,6 +702,7 @@
       "cpu": [
         "arm64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -699,6 +719,7 @@
       "cpu": [
         "x64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -715,6 +736,7 @@
       "cpu": [
         "arm64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -731,6 +753,7 @@
       "cpu": [
         "x64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -747,6 +770,7 @@
       "cpu": [
         "arm64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -763,6 +787,7 @@
       "cpu": [
         "ia32"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -779,6 +804,7 @@
       "cpu": [
         "x64"
       ],
+      "dev": true,
       "license": "MIT",
       "optional": true,
       "os": [
@@ -1001,6 +1027,7 @@
       "version": "0.3.13",
       "resolved": "https://registry.npmjs.org/@jridgewell/gen-mapping/-/gen-mapping-0.3.13.tgz",
       "integrity": "sha512-2kkt/7niJ6MgEPxF0bYdQ6etZaA+fQvDcLKckhy1yIQOzaoKjBBjSj63/aLVjYE3qhRt5dvM+uUyfCg6UKCBbA==",
+      "dev": true,
       "license": "MIT",
       "dependencies": {
         "@jridgewell/sourcemap-codec": "^1.5.0",
@@ -1011,6 +1038,7 @@
       "version": "2.3.5",
       "resolved": "https://registry.npmjs.org/@jridgewell/remapping/-/remapping-2.3.5.tgz",
       "integrity": "sha512-LI9u/+laYG4Ds1TDKSJW2YPrIlcVYOwi2fUC6xB43lueCjgxV4lffOCZCtYFiH6TNOX+tQKXx97T4IKHbhyHEQ==",
+      "dev": true,
       "license": "MIT",
       "dependencies": {
         "@jridgewell/gen-mapping": "^0.3.5",
@@ -1021,6 +1049,7 @@
       "version": "3.1.2",
       "resolved": "https://registry.npmjs.org/@jridgewell/resolve-uri/-/resolve-uri-3.1.2.tgz",
       "integrity": "sha512-bRISgCIjP20/tbWSPWMEi54QVPRZExkuD9lJL+UIxUKtwVJA8wW1Trb1jMs1RFXo1CBTNZ/5hpC9QvmKWdopKw==",
+      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=6.0.0"
@@ -1030,12 +1059,14 @@
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-      "integrity": "sha512-5gTmgEY/sqK6gFXLIsQNH19lWb4ebPDLA4SdLP7dsWkIXHWlG66oPuVvXSGFPppYZz8ZDZq0dYYrbHfBCVUb1Q==",
+      "integrity": "sha512-QP88BAKvMam/3NxH6vj2o21R6MjxZUAd6nlwAS/pnGvN9IVLocLHxGYIzFhg6fUQ+5th6P4dv4eW9jX3DSIj7A==",
+      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=12"
@@ -4604,7 +4705,7 @@
       "version": "6.21.0",
       "resolved": "https://registry.npmjs.org/undici-types/-/undici-types-6.21.0.tgz",
       "integrity": "sha512-iwDZqg0QAGrg9Rav5H4n0M64c3mkR59cJ6wQp+7C4nI0gsmExaedaYLNO44eT4AtBBwjbTiGPMlt2Md0T9H9JQ==",
-      "devOptional": true,
+      "dev": true,
       "license": "MIT"
     },
     "node_modules/update-browserslist-db": {
@@ -4683,6 +4784,7 @@
       "version": "7.2.2",
       "resolved": "https://registry.npmjs.org/vite/-/vite-7.2.2.tgz",
       "integrity": "sha512-BxAKBWmIbrDgrokdGZH1IgkIk/5mMHDreLDmCJ0qpyJaAteP8NvMhkwr/ZCQNqNH97bw/dANTE9PDzqwJghfMQ==",
+      "dev": true,
       "license": "MIT",
       "dependencies": {
         "esbuild": "^0.25.0",
@@ -5270,6 +5372,7 @@
       "version": "6.5.0",
       "resolved": "https://registry.npmjs.org/fdir/-/fdir-6.5.0.tgz",
       "integrity": "sha512-tIbYtZbucOs0BRGqPJkshJUYdL+SDH7dVM8gjy+ERp3WAUjLEFJE+02kanyHtwjWOnwrKYBiwAmM0p4kLJAnXg==",
+      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=12.0.0"
@@ -5284,9 +5387,10 @@
       }
     },
     "node_modules/vite/node_modules/picomatch": {
-      "version": "4.0.3",
+      "version": "4.0.4",
-      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.3.tgz",
+      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.4.tgz",
-      "integrity": "sha512-5gTmgEY/sqK6gFXLIsQNH19lWb4ebPDLA4SdLP7dsWkIXHWlG66oPuVvXSGFPppYZz8ZDZq0dYYrbHfBCVUb1Q==",
+      "integrity": "sha512-QP88BAKvMam/3NxH6vj2o21R6MjxZUAd6nlwAS/pnGvN9IVLocLHxGYIzFhg6fUQ+5th6P4dv4eW9jX3DSIj7A==",
+      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=12"

web/package.json

@@ -15,17 +15,16 @@
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/sortable": "^10.0.0",
     "@dnd-kit/utilities": "^3.2.2",
-    "@tailwindcss/vite": "^4.1.17",
     "@tanstack/react-query": "^5.90.9",
     "react": "^19.2.0",
     "react-dom": "^19.2.0",
     "react-router-dom": "^7.12.0",
     "recharts": "^3.4.1",
-    "tailwindcss": "^4.1.17",
     "zod": "^4.1.12"
   },
   "devDependencies": {
     "@eslint/js": "^9.39.1",
+    "@tailwindcss/vite": "^4.1.17",
     "@tanstack/react-query-devtools": "^5.90.2",
     "@types/node": "^20.12.12",
     "@types/react": "^19.2.2",
@@ -35,6 +34,7 @@
     "eslint-plugin-react-hooks": "^7.0.1",
     "eslint-plugin-react-refresh": "^0.4.24",
     "globals": "^16.5.0",
+    "tailwindcss": "^4.1.17",
     "typescript": "~5.9.3",
     "typescript-eslint": "^8.46.3",
     "vite": "^7.2.2",

web/src/hooks/useDashboard.ts

@@ -55,6 +55,16 @@ export type DashboardResponse = {
     incomeCents: number;
     spendCents: number;
   }>;
+  trendWindow?: {
+    page: number;
+    months: number;
+    canGoNewer: boolean;
+    canGoOlder: boolean;
+    hasTransactionsOlderThanSixMonths: boolean;
+    startLabel: string;
+    endLabel: string;
+    label: string;
+  };
   upcomingPlans: Array<{ id: string; name: string; dueOn: string; remainingCents: number }>;
   savingsTargets: Array<{
     id: string;
@@ -79,10 +89,22 @@ export type DashboardResponse = {
   };
 };
 
-export function useDashboard(enabled = true) {
+export type DashboardQueryOptions = {
+  trendPage?: number;
+  trendMonths?: number;
+};
+
+export function useDashboard(enabled = true, options?: DashboardQueryOptions) {
+  const trendPage = Math.max(0, options?.trendPage ?? 0);
+  const trendMonths = Math.min(12, Math.max(1, options?.trendMonths ?? 6));
+
   return useQuery({
-    queryKey: ["dashboard"],
+    queryKey: ["dashboard", trendPage, trendMonths],
-    queryFn: () => apiGet<DashboardResponse>("/dashboard"),
+    queryFn: () =>
+      apiGet<DashboardResponse>("/dashboard", {
+        trendPage,
+        trendMonths,
+      }),
     staleTime: 10_000,
     enabled,
   });

web/src/pages/DashboardPage.tsx

@@ -22,8 +22,14 @@ import { isoToDateString, dateStringToUTCMidnight, getTodayInTimezone, getBrowse
 export default function DashboardPage() {
   const session = useAuthSession();
   const shouldLoadDashboard = !!session.data?.userId;
-  const { data, isLoading, isError, error, refetch } = useDashboard(
+  const trendMonths = 6;
+  const [trendPage, setTrendPage] = useState(0);
+  const { data, isLoading, isError, isFetching, error, refetch } = useDashboard(
     shouldLoadDashboard,
+    {
+      trendPage,
+      trendMonths,
+    }
   );
   const navigate = useNavigate();
   const { push } = useToast();
@@ -479,6 +485,12 @@ export default function DashboardPage() {
   const hasCategories = data.variableCategories.length > 0;
   const hasPlans = data.fixedPlans.length > 0;
   const hasTx = data.recentTransactions.length > 0;
+  const hasTransactionsOlderThanSixMonths =
+    data.trendWindow?.hasTransactionsOlderThanSixMonths ?? false;
+  const useTrendWindowPagination = hasTransactionsOlderThanSixMonths;
+  const trendWindowLabel = data.trendWindow?.label ?? "Last 6 months";
+  const canTrendNewer = data.trendWindow?.canGoNewer ?? trendPage > 0;
+  const canTrendOlder = data.trendWindow?.canGoOlder ?? true;
 
   const greetingName =
     data.user.displayName ||
@@ -887,12 +899,25 @@ export default function DashboardPage() {
           )}
 
           {activeTab === "trend" && (
-            <section className="grid gap-6 lg:grid-cols-2">
+            <section className="space-y-4">
-              <MonthlyTrendChart data={data.monthlyTrend} />
+              {useTrendWindowPagination ? (
-              <RecentTransactionsPanel
+                <TrendWindowControls
-                transactions={data.recentTransactions}
+                  label={trendWindowLabel}
-                hasData={hasTx}
+                  canGoOlder={canTrendOlder}
-              />
+                  canGoNewer={canTrendNewer}
+                  busy={isFetching}
+                  onOlder={() => setTrendPage((p) => p + 1)}
+                  onNewer={() => setTrendPage((p) => Math.max(0, p - 1))}
+                />
+              ) : null}
+              <section className="grid gap-6 lg:grid-cols-2">
+                <MonthlyTrendChart data={data.monthlyTrend} />
+                <RecentTransactionsPanel
+                  transactions={data.recentTransactions}
+                  hasData={hasTx}
+                  rangeLabel={useTrendWindowPagination ? trendWindowLabel : undefined}
+                />
+              </section>
             </section>
           )}
         </section>
@@ -1077,10 +1102,21 @@ export default function DashboardPage() {
         )}
         {activeTab === "trend" && (
           <section className="space-y-4">
+            {useTrendWindowPagination ? (
+              <TrendWindowControls
+                label={trendWindowLabel}
+                canGoOlder={canTrendOlder}
+                canGoNewer={canTrendNewer}
+                busy={isFetching}
+                onOlder={() => setTrendPage((p) => p + 1)}
+                onNewer={() => setTrendPage((p) => Math.max(0, p - 1))}
+              />
+            ) : null}
             <MonthlyTrendChart data={data.monthlyTrend} />
             <RecentTransactionsPanel
               transactions={data.recentTransactions}
               hasData={hasTx}
+              rangeLabel={useTrendWindowPagination ? trendWindowLabel : undefined}
             />
           </section>
         )}
@@ -1118,6 +1154,44 @@ function AnalyticsTabButton({
   );
 }
 
+function TrendWindowControls({
+  label,
+  canGoOlder,
+  canGoNewer,
+  busy,
+  onOlder,
+  onNewer,
+}: {
+  label: string;
+  canGoOlder: boolean;
+  canGoNewer: boolean;
+  busy: boolean;
+  onOlder: () => void;
+  onNewer: () => void;
+}) {
+  return (
+    <div className="row items-center gap-2 rounded-xl border px-3 py-2 bg-[--color-panel]">
+      <button
+        type="button"
+        className="btn"
+        onClick={onNewer}
+        disabled={!canGoNewer || busy}
+      >
+        ← Newer
+      </button>
+      <div className="text-sm muted ml-1">{label}</div>
+      <button
+        type="button"
+        className="btn ml-auto"
+        onClick={onOlder}
+        disabled={!canGoOlder || busy}
+      >
+        Older →
+      </button>
+    </div>
+  );
+}
+
 function UpcomingPlanAlerts({
   plans,
   userTimezone,
@@ -1128,18 +1202,18 @@ function UpcomingPlanAlerts({
   if (plans.length === 0) return null;
   return (
     <section className="rounded-xl border border-amber-300/70 bg-amber-50/70 p-4 space-y-3 dark:border-amber-500/40 dark:bg-amber-500/10">
-      <div className="flex items-center gap-2 text-sm font-semibold text-amber-900 dark:text-amber-100">
+      <div className="flex items-center gap-2 text-sm font-semibold text-amber-900 dark:text-amber-50">
         Upcoming plan alerts (next 14 days)
       </div>
       <ul className="space-y-2">
         {plans.map((plan) => (
           <li
             key={plan.id}
-            className="flex flex-col gap-2 rounded-lg bg-amber-100/60 px-3 py-2 text-sm text-amber-900 dark:bg-[--color-ink]/20 dark:text-[--color-text] sm:flex-row sm:items-center sm:justify-between"
+            className="flex flex-col gap-2 rounded-lg bg-amber-100/60 px-3 py-2 text-sm text-amber-900 dark:bg-amber-200/15 dark:text-amber-50 sm:flex-row sm:items-center sm:justify-between"
           >
             <div>
               <div className="font-medium text-amber-950 dark:text-white">{plan.name}</div>
-              <div className="text-xs muted">
+              <div className="text-xs text-amber-700 dark:text-amber-200">
                 Due{" "}
                 {formatDateInTimezone(plan.dueOn, userTimezone, {
                   month: "short",
@@ -1148,7 +1222,7 @@ function UpcomingPlanAlerts({
               </div>
             </div>
             <div className="text-right">
-              <div className="text-xs muted">Remaining</div>
+              <div className="text-xs text-amber-700 dark:text-amber-200">Remaining</div>
               <Money cents={plan.remainingCents} />
             </div>
           </li>
@@ -1203,14 +1277,19 @@ function SavingsGoalsPanel({
 function RecentTransactionsPanel({
   transactions,
   hasData,
+  rangeLabel,
 }: {
   transactions: DashboardResponse["recentTransactions"];
   hasData: boolean;
+  rangeLabel?: string;
 }) {
+  const title = rangeLabel ? "Transactions in window" : "Recent transactions";
+  const visibleTransactions = transactions.slice(0, 10);
   if (!hasData) {
     return (
       <div className="space-y-3">
-        <h2 className="font-semibold">Recent transactions</h2>
+        <h2 className="font-semibold">{title}</h2>
+        {rangeLabel ? <div className="text-xs muted">{rangeLabel}</div> : null}
         <EmptyState
           message="No transactions yet"
           actionLabel="Record one"
@@ -1221,7 +1300,8 @@ function RecentTransactionsPanel({
   }
   return (
     <div className="space-y-3">
-      <h2 className="font-semibold">Recent transactions</h2>
+      <h2 className="font-semibold">{title}</h2>
+      {rangeLabel ? <div className="text-xs muted">{rangeLabel}</div> : null}
       
       {/* Desktop table view */}
       <div className="hidden sm:block border rounded-xl overflow-x-auto">
@@ -1234,7 +1314,7 @@ function RecentTransactionsPanel({
             </tr>
           </thead>
           <tbody>
-            {transactions.map((tx) => (
+            {visibleTransactions.map((tx) => (
               <tr key={tx.id} className="border-t">
                 <td className="p-2">
                   {new Date(tx.occurredAt).toLocaleString()}
@@ -1253,7 +1333,7 @@ function RecentTransactionsPanel({
 
       {/* Mobile card view */}
       <div className="sm:hidden space-y-2">
-        {transactions.map((tx) => (
+        {visibleTransactions.map((tx) => (
           <div key={tx.id} className="border rounded-xl bg-[--color-panel] p-3">
             <div className="flex items-center justify-between">
               <div className="flex-1 min-w-0">
@@ -1276,6 +1356,11 @@ function RecentTransactionsPanel({
           </div>
         ))}
       </div>
+      <div>
+        <Link to="/transactions" className="btn text-sm">
+          View more
+        </Link>
+      </div>
     </div>
   );
 }

web/src/pages/TransactionsPage.tsx

@@ -13,7 +13,7 @@ export default function TransactionsPage() {
   const [search, setSearch] = useState("");
   const [typeFilter, setTypeFilter] = useState<"all" | "variable" | "fixed">("all");
   const [catFilter, setCatFilter] = useState<string>("all");
-  const [dateFilter, setDateFilter] = useState<"month" | "30" | "all">("month");
+  const [dateFilter, setDateFilter] = useState<"month" | "30" | "all">("all");
   const [page, setPage] = useState(1);
   const limit = 10;
 

web/src/pages/settings/RebalancePage.tsx

@@ -1,9 +1,11 @@
-import { useEffect, useMemo, useState } from "react";
+import { useEffect, useMemo, useRef, useState } from "react";
 import { useQuery, useQueryClient } from "@tanstack/react-query";
 import { rebalanceApi, type RebalanceCategory } from "../../api/rebalance";
 import CurrencyInput from "../../components/CurrencyInput";
 import { useToast } from "../../components/Toast";
 
+const REBALANCE_SCROLL_NUDGE_SEEN_KEY = "rebalance.scroll.nudge.v1";
+
 function sum(values: number[]) {
   return values.reduce((s, v) => s + (Number.isFinite(v) ? v : 0), 0);
 }
@@ -52,6 +54,8 @@ export default function RebalancePage() {
   const [adjustId, setAdjustId] = useState<string>("");
   const [adjustValue, setAdjustValue] = useState<string>("");
   const [confirmOpen, setConfirmOpen] = useState(false);
+  const tableScrollRef = useRef<HTMLDivElement | null>(null);
+  const [scrollCue, setScrollCue] = useState({ left: false, right: false });
 
   useEffect(() => {
     if (data?.categories) {
@@ -60,6 +64,66 @@ export default function RebalancePage() {
     }
   }, [data?.categories]);
 
+  useEffect(() => {
+    if (typeof window === "undefined") return;
+    if (window.localStorage.getItem(REBALANCE_SCROLL_NUDGE_SEEN_KEY) === "1") return;
+    if (window.matchMedia("(prefers-reduced-motion: reduce)").matches) return;
+    const el = tableScrollRef.current;
+    if (!el) return;
+
+    let backTimer: number | null = null;
+    const raf = window.requestAnimationFrame(() => {
+      const hasHorizontalOverflow = el.scrollWidth > el.clientWidth + 8;
+      if (!hasHorizontalOverflow) return;
+
+      const nudgeDistance = Math.min(64, Math.max(24, Math.round(el.clientWidth * 0.2)));
+      const startLeft = el.scrollLeft;
+      el.scrollTo({ left: startLeft + nudgeDistance, behavior: "smooth" });
+      backTimer = window.setTimeout(() => {
+        el.scrollTo({ left: startLeft, behavior: "smooth" });
+      }, 700);
+      window.localStorage.setItem(REBALANCE_SCROLL_NUDGE_SEEN_KEY, "1");
+    });
+
+    return () => {
+      window.cancelAnimationFrame(raf);
+      if (backTimer !== null) window.clearTimeout(backTimer);
+    };
+  }, [rows.length]);
+
+  useEffect(() => {
+    if (typeof window === "undefined") return;
+    const el = tableScrollRef.current;
+    if (!el) return;
+
+    let rafId = 0;
+    const updateCue = () => {
+      const hasOverflow = el.scrollWidth > el.clientWidth + 8;
+      if (!hasOverflow) {
+        setScrollCue((prev) => (prev.left || prev.right ? { left: false, right: false } : prev));
+        return;
+      }
+      const left = el.scrollLeft > 4;
+      const right = el.scrollLeft + el.clientWidth < el.scrollWidth - 4;
+      setScrollCue((prev) => (prev.left === left && prev.right === right ? prev : { left, right }));
+    };
+
+    const handleScrollOrResize = () => {
+      if (rafId) window.cancelAnimationFrame(rafId);
+      rafId = window.requestAnimationFrame(updateCue);
+    };
+
+    updateCue();
+    el.addEventListener("scroll", handleScrollOrResize, { passive: true });
+    window.addEventListener("resize", handleScrollOrResize);
+
+    return () => {
+      if (rafId) window.cancelAnimationFrame(rafId);
+      el.removeEventListener("scroll", handleScrollOrResize);
+      window.removeEventListener("resize", handleScrollOrResize);
+    };
+  }, [rows.length]);
+
   const available = data?.availableCents ?? 0;
   const total = useMemo(() => sum(rows.map((r) => r.targetCents)), [rows]);
   const savingsTotal = useMemo(
@@ -259,40 +323,61 @@ export default function RebalancePage() {
           </button>
         </div>
 
-        <div className="overflow-auto rounded-2xl border border-[--color-border]/50 bg-[--color-panel]">
+        <div className="relative">
-          <table className="w-full text-sm">
+          <div
-            <thead className="bg-[--color-surface]">
+            ref={tableScrollRef}
-              <tr className="text-left">
+            className="overflow-auto rounded-2xl border border-[--color-border]/50 bg-[--color-panel]"
-                <th className="py-3 px-4 text-xs uppercase tracking-wide muted">Category</th>
+          >
-                <th className="py-3 px-4 text-xs uppercase tracking-wide muted">Current</th>
+            <table className="w-full text-sm">
-                <th className="py-3 px-4 text-xs uppercase tracking-wide muted">Percent</th>
+              <thead className="bg-[--color-surface]">
-                <th className="py-3 px-4 text-xs uppercase tracking-wide muted">Target</th>
+                <tr className="text-left">
-              </tr>
+                  <th className="py-3 px-4 text-xs uppercase tracking-wide muted">Category</th>
-            </thead>
+                  <th className="py-3 px-4 text-xs uppercase tracking-wide muted">Current</th>
-            <tbody>
+                  <th className="py-3 px-4 text-xs uppercase tracking-wide muted">Percent</th>
-              {rows.map((row) => (
+                  <th className="py-3 px-4 text-xs uppercase tracking-wide muted">Target</th>
-                <tr key={row.id} className="border-t border-[--color-border]/30">
-                  <td className="py-3 px-4 font-medium flex items-center gap-2">
-                    {row.name}
-                    {row.isSavings ? <span className="badge badge-ghost">Savings</span> : null}
-                  </td>
-                  <td className="py-3 px-4 font-mono">${(row.balanceCents / 100).toFixed(2)}</td>
-                  <td className="py-3 px-4">{row.percent}%</td>
-                  <td className="py-3 px-4">
-                    <CurrencyInput
-                      className="input w-32"
-                      valueCents={row.targetCents}
-                      onChange={(cents) =>
-                        setRows((prev) =>
-                          prev.map((r) => (r.id === row.id ? { ...r, targetCents: cents } : r))
-                        )
-                      }
-                    />
-                  </td>
                 </tr>
-              ))}
+              </thead>
-            </tbody>
+              <tbody>
-          </table>
+                {rows.map((row) => (
+                  <tr key={row.id} className="border-t border-[--color-border]/30">
+                    <td className="py-3 px-4 font-medium flex items-center gap-2">
+                      {row.name}
+                      {row.isSavings ? <span className="badge badge-ghost">Savings</span> : null}
+                    </td>
+                    <td className="py-3 px-4 font-mono">${(row.balanceCents / 100).toFixed(2)}</td>
+                    <td className="py-3 px-4">{row.percent}%</td>
+                    <td className="py-3 px-4">
+                      <CurrencyInput
+                        className="input w-32"
+                        valueCents={row.targetCents}
+                        onChange={(cents) =>
+                          setRows((prev) =>
+                            prev.map((r) => (r.id === row.id ? { ...r, targetCents: cents } : r))
+                          )
+                        }
+                      />
+                    </td>
+                  </tr>
+                ))}
+              </tbody>
+            </table>
+          </div>
+          {scrollCue.left && (
+            <div
+              className="pointer-events-none absolute inset-y-0 left-0 w-8 bg-gradient-to-r from-[--color-panel] to-transparent"
+              aria-hidden="true"
+            />
+          )}
+          {scrollCue.right && (
+            <div
+              className="pointer-events-none absolute inset-y-0 right-0 flex w-12 items-center justify-end bg-gradient-to-l from-[--color-panel] to-transparent pr-1"
+              aria-hidden="true"
+            >
+              <span className="rounded border border-[--color-border] bg-[--color-bg]/80 px-1.5 py-0.5 text-[11px] font-semibold text-[--color-muted]">
+                →
+              </span>
+            </div>
+          )}
         </div>
       </div>