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sumdher merged 2 commits into from
Jun 22, 2026
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chore: readme screenshots; fix: celery + prev async.queue bug in rece… #22

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chore: readme screenshots; fix: celery + prev async.queue bug in rece…
sumdher Jun 22, 2026
9a0a626
Merge branch 'main' into celery+redis+prom+grafana
sumdher Jun 22, 2026
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18 changes: 18 additions & 0 deletions README.md
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Expand Up @@ -9,6 +9,24 @@ Licensed under the [GNU Affero General Public License v3.0](LICENSE).

---

## Screenshots

> Or, try it live [here](https://spendhound.dodecahedrons.com).

| Dashboard | Expense list |
|---|---|
| ![Monthly analytics overview](docs/screenshots/dashboard.png) | ![Expense list with filters](docs/screenshots/expenses.png) |

| Receipt extraction | AI chat |
|---|---|
| ![AI receipt parsing preview](docs/screenshots/receipt-extraction.png) | ![Financial chat grounded on 90 days of expenses](docs/screenshots/chat.png) |

| Budgets | Categories and rules |
|---|---|
| ![Budget vs actual tracking](docs/screenshots/budgets.png) | ![Category and merchant rule management](docs/screenshots/categories.png) |

---

## Features

- Google OAuth with admin approval gate
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4 changes: 1 addition & 3 deletions backend/alembic/versions/0001_initial_schema.py
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Expand Up @@ -168,9 +168,7 @@ def upgrade() -> None:
"ALTER TABLE job_description_embeddings "
"ALTER COLUMN embedding TYPE vector(1536) USING embedding::vector"
)
op.create_index(
"ix_jde_application_id", "job_description_embeddings", ["application_id"]
)
op.create_index("ix_jde_application_id", "job_description_embeddings", ["application_id"])
# IVFFlat index for approximate nearest-neighbor search
op.execute(
"CREATE INDEX ix_jde_embedding_ivfflat "
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1 change: 1 addition & 0 deletions backend/alembic/versions/0004_add_rejection_reason_and_user_cv.py
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Expand Up @@ -4,6 +4,7 @@
Revises: 0003
Create Date: 2026-04-10
"""

import sqlalchemy as sa

from alembic import op
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141 changes: 120 additions & 21 deletions backend/alembic/versions/0007_spendhound_mvp.py
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Expand Up @@ -44,7 +44,9 @@ def upgrade() -> None:

chat_message_columns = {column["name"] for column in inspector.get_columns("chat_messages")}
if "session_id" in chat_message_columns:
chat_message_indexes = {index["name"] for index in inspector.get_indexes("chat_messages")}
chat_message_indexes = {
index["name"] for index in inspector.get_indexes("chat_messages")
}
if "ix_chat_messages_session_id" in chat_message_indexes:
logger.info("Dropping legacy index ix_chat_messages_session_id")
op.drop_index("ix_chat_messages_session_id", table_name="chat_messages")
Expand Down Expand Up @@ -76,14 +78,29 @@ def upgrade() -> None:
op.create_table(
"categories",
sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True, nullable=False),
sa.Column("user_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False),
sa.Column(
"user_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("name", sa.String(80), nullable=False),
sa.Column("color", sa.String(20), nullable=False, server_default="#60a5fa"),
sa.Column("icon", sa.String(32), nullable=True),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("is_system", sa.Boolean(), nullable=False, server_default="false"),
sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.UniqueConstraint("user_id", "name", name="uq_categories_user_name"),
)
op.create_index("ix_categories_user_id", "categories", ["user_id"])
Expand All @@ -92,15 +109,35 @@ def upgrade() -> None:
op.create_table(
"merchant_rules",
sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True, nullable=False),
sa.Column("user_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False),
sa.Column("category_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("categories.id", ondelete="SET NULL"), nullable=True),
sa.Column(
"user_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"category_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("categories.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column("merchant_pattern", sa.String(255), nullable=False),
sa.Column("pattern_type", sa.String(20), nullable=False, server_default="contains"),
sa.Column("priority", sa.Integer(), nullable=False, server_default="100"),
sa.Column("is_active", sa.Boolean(), nullable=False, server_default="true"),
sa.Column("notes", sa.Text(), nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
)
op.create_index("ix_merchant_rules_user_id", "merchant_rules", ["user_id"])
op.create_index("ix_merchant_rules_category_id", "merchant_rules", ["category_id"])
Expand All @@ -109,7 +146,12 @@ def upgrade() -> None:
op.create_table(
"receipts",
sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True, nullable=False),
sa.Column("user_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False),
sa.Column(
"user_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("original_filename", sa.String(255), nullable=False),
sa.Column("stored_filename", sa.String(255), nullable=False),
sa.Column("content_type", sa.String(120), nullable=True),
Expand All @@ -118,11 +160,23 @@ def upgrade() -> None:
sa.Column("ocr_text", sa.Text(), nullable=True),
sa.Column("preview_data", postgresql.JSONB(astext_type=sa.Text()), nullable=True),
sa.Column("extraction_confidence", sa.Float(), nullable=True),
sa.Column("extraction_status", sa.String(30), nullable=False, server_default="uploaded"),
sa.Column(
"extraction_status", sa.String(30), nullable=False, server_default="uploaded"
),
sa.Column("needs_review", sa.Boolean(), nullable=False, server_default="true"),
sa.Column("review_notes", sa.Text(), nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.Column("finalized_at", sa.DateTime(timezone=True), nullable=True),
)
op.create_index("ix_receipts_user_id", "receipts", ["user_id"])
Expand All @@ -131,9 +185,24 @@ def upgrade() -> None:
op.create_table(
"expenses",
sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True, nullable=False),
sa.Column("user_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False),
sa.Column("category_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("categories.id", ondelete="SET NULL"), nullable=True),
sa.Column("receipt_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("receipts.id", ondelete="SET NULL"), nullable=True),
sa.Column(
"user_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"category_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("categories.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column(
"receipt_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("receipts.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column("merchant", sa.String(255), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("amount", sa.Numeric(12, 2), nullable=False),
Expand All @@ -145,8 +214,18 @@ def upgrade() -> None:
sa.Column("notes", sa.Text(), nullable=True),
sa.Column("recurring_group", sa.String(255), nullable=True),
sa.Column("is_recurring", sa.Boolean(), nullable=False, server_default="false"),
sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
)
op.create_index("ix_expenses_user_id", "expenses", ["user_id"])
op.create_index("ix_expenses_category_id", "expenses", ["category_id"])
Expand All @@ -159,16 +238,36 @@ def upgrade() -> None:
op.create_table(
"budgets",
sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True, nullable=False),
sa.Column("user_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False),
sa.Column("category_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("categories.id", ondelete="SET NULL"), nullable=True),
sa.Column(
"user_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"category_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("categories.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column("name", sa.String(120), nullable=False),
sa.Column("amount", sa.Numeric(12, 2), nullable=False),
sa.Column("currency", sa.String(3), nullable=False, server_default="EUR"),
sa.Column("period", sa.String(20), nullable=False, server_default="monthly"),
sa.Column("month_start", sa.Date(), nullable=False),
sa.Column("notes", sa.Text(), nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
)
op.create_index("ix_budgets_user_id", "budgets", ["user_id"])
op.create_index("ix_budgets_category_id", "budgets", ["category_id"])
Expand Down
28 changes: 24 additions & 4 deletions backend/alembic/versions/0008_add_expense_items_and_statement_imports.py
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Expand Up @@ -22,21 +22,41 @@ def upgrade() -> None:

receipt_columns = {column["name"] for column in inspector.get_columns("receipts")}
if "document_kind" not in receipt_columns:
op.add_column("receipts", sa.Column("document_kind", sa.String(length=20), nullable=False, server_default="receipt"))
op.add_column(
"receipts",
sa.Column(
"document_kind", sa.String(length=20), nullable=False, server_default="receipt"
),
)

if not inspector.has_table("expense_items"):
op.create_table(
"expense_items",
sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True, nullable=False),
sa.Column("expense_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("expenses.id", ondelete="CASCADE"), nullable=False),
sa.Column(
"expense_id",
postgresql.UUID(as_uuid=True),
sa.ForeignKey("expenses.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("description", sa.String(length=300), nullable=False),
sa.Column("quantity", sa.Float(), nullable=True),
sa.Column("unit_price", sa.Numeric(12, 2), nullable=True),
sa.Column("total_price", sa.Numeric(12, 2), nullable=True),
sa.Column("subcategory", sa.String(length=120), nullable=True),
sa.Column("subcategory_confidence", sa.Float(), nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.text("now()"), nullable=False),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
)
op.create_index("ix_expense_items_expense_id", "expense_items", ["expense_id"])
op.create_index("ix_expense_items_subcategory", "expense_items", ["subcategory"])
Expand Down
14 changes: 12 additions & 2 deletions backend/alembic/versions/0009_add_transaction_types.py
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Expand Up @@ -22,14 +22,24 @@ def upgrade() -> None:
category_columns = {column["name"] for column in inspector.get_columns("categories")}
category_indexes = {index["name"] for index in inspector.get_indexes("categories")}
if "transaction_type" not in category_columns:
op.add_column("categories", sa.Column("transaction_type", sa.String(length=20), nullable=False, server_default="debit"))
op.add_column(
"categories",
sa.Column(
"transaction_type", sa.String(length=20), nullable=False, server_default="debit"
),
)
if "ix_categories_transaction_type" not in category_indexes:
op.create_index("ix_categories_transaction_type", "categories", ["transaction_type"])

expense_columns = {column["name"] for column in inspector.get_columns("expenses")}
expense_indexes = {index["name"] for index in inspector.get_indexes("expenses")}
if "transaction_type" not in expense_columns:
op.add_column("expenses", sa.Column("transaction_type", sa.String(length=20), nullable=False, server_default="debit"))
op.add_column(
"expenses",
sa.Column(
"transaction_type", sa.String(length=20), nullable=False, server_default="debit"
),
)
if "ix_expenses_transaction_type" not in expense_indexes:
op.create_index("ix_expenses_transaction_type", "expenses", ["transaction_type"])

Expand Down
14 changes: 11 additions & 3 deletions backend/alembic/versions/0010_add_expense_cadence_and_major_purchase.py
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Expand Up @@ -22,11 +22,19 @@ def upgrade() -> None:
expense_indexes = {index["name"] for index in inspector.get_indexes("expenses")}

if "cadence" not in expense_columns:
op.add_column("expenses", sa.Column("cadence", sa.String(length=20), nullable=False, server_default="one_time"))
op.add_column(
"expenses",
sa.Column("cadence", sa.String(length=20), nullable=False, server_default="one_time"),
)
if "cadence_override" not in expense_columns:
op.add_column("expenses", sa.Column("cadence_override", sa.String(length=20), nullable=True))
op.add_column(
"expenses", sa.Column("cadence_override", sa.String(length=20), nullable=True)
)
if "is_major_purchase" not in expense_columns:
op.add_column("expenses", sa.Column("is_major_purchase", sa.Boolean(), nullable=False, server_default=sa.false()))
op.add_column(
"expenses",
sa.Column("is_major_purchase", sa.Boolean(), nullable=False, server_default=sa.false()),
)
if "ix_expenses_cadence" not in expense_indexes:
op.create_index("ix_expenses_cadence", "expenses", ["cadence"])

Expand Down
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