README.md

@@ -37,3 +37,30 @@ to set the version everywhere that it needs to be.
 
 Once that's done, the workflow will start, and you should see a release appear
 in the next few minutes.
+
+## Migration Procedure
+
+Because this application relies on a structured relational database schema,
+changes to the schema must be handled with care to avoid destroying users' data.
+Specifically, when changes are made to the schema, a *migration* must be defined
+which provides instructions for Perfin to safely apply changes to an old schema.
+
+The database schema is versioned using whole-number versions (1, 2, 3, ...), and
+a migration is defined for each transition from version to version, such that
+any older version can be incrementally upgraded, step by step, to the latest
+schema version.
+
+Perfin only supports the latest schema version, as defined by `JdbcDataSourceFactory.SCHEMA_VERSION`.
+When the app loads a profile, it'll check that profile's schema version by
+reading a `.jdbc-schema-version.txt` file in the profile's main directory. If
+the profile's schema version is **less than** the current, Perfin will
+ask the user if they want to upgrade. If the profile's schema version is
+**greater than** the current, Perfin will tell the user that it can't load a
+schema from a newer version, and will prompt the user to upgrade.
+
+### Writing a Migration
+
+1. Write your migration. This can be plain SQL (placed in `resources/sql/migration`), or Java code.
+2. Add your migration to `com.andrewlalis.perfin.data.impl.migration.Migrations#getMigrations()`.
+3. Increment the schema version defined in `JdbcDataSourceFactory`.
+4. Test the migration yourself on a profile with data.

pom.xml

@@ -6,7 +6,7 @@
 
     <groupId>com.andrewlalis</groupId>
     <artifactId>perfin</artifactId>
-    <version>1.4.0</version>
+    <version>1.5.0</version>
 
     <properties>
         <maven.compiler.source>21</maven.compiler.source>

scripts/package-linux-deb.sh

@@ -24,7 +24,7 @@ module_path="$module_path:target/modules/h2-2.2.224.jar"
 
 jpackage \
   --name "Perfin" \
-  --app-version "1.4.0" \
+  --app-version "1.5.0" \
   --description "Desktop application for personal finance. Add your accounts, track transactions, and store receipts, invoices, and more." \
   --icon design/perfin-logo_256.png \
   --vendor "Andrew Lalis" \

scripts/package-windows-msi.ps1

@@ -12,7 +12,7 @@ $modulePath = "$modulePath;target\modules\h2-2.2.224.jar"
 
 jpackage `
   --name "Perfin" `
-  --app-version "1.4.0" `
+  --app-version "1.5.0" `
   --description "Desktop application for personal finance. Add your accounts, track transactions, and store receipts, invoices, and more." `
   --icon design\perfin-logo_256.ico `
   --vendor "Andrew Lalis" `

src/main/java/com/andrewlalis/perfin/PerfinApp.java

@@ -3,7 +3,9 @@ package com.andrewlalis.perfin;
 import com.andrewlalis.javafx_scene_router.AnchorPaneRouterView;
 import com.andrewlalis.javafx_scene_router.SceneRouter;
 import com.andrewlalis.perfin.data.ProfileLoadException;
+import com.andrewlalis.perfin.data.impl.JdbcDataSourceFactory;
 import com.andrewlalis.perfin.model.Profile;
+import com.andrewlalis.perfin.model.ProfileLoader;
 import com.andrewlalis.perfin.view.ImageCache;
 import com.andrewlalis.perfin.view.SceneUtil;
 import com.andrewlalis.perfin.view.StartupSplashScreen;
@@ -29,6 +31,7 @@ public class PerfinApp extends Application {
     private static final Logger log = LoggerFactory.getLogger(PerfinApp.class);
     public static final Path APP_DIR = Path.of(System.getProperty("user.home", "."), ".perfin");
     public static PerfinApp instance;
+    public static ProfileLoader profileLoader;
 
     /**
      * The router that's used for navigating between different "pages" in the application.
@@ -48,13 +51,14 @@ public class PerfinApp extends Application {
     @Override
     public void start(Stage stage) {
         instance = this;
+        profileLoader = new ProfileLoader(stage, new JdbcDataSourceFactory());
         loadFonts();
         var splashScreen = new StartupSplashScreen(List.of(
                 PerfinApp::defineRoutes,
                 PerfinApp::initAppDir,
                 c -> initMainScreen(stage, c),
                 PerfinApp::loadLastUsedProfile
-        ));
+        ), false);
         splashScreen.showAndWait();
         if (splashScreen.isStartupSuccessful()) {
             stage.show();
@@ -87,6 +91,11 @@ public class PerfinApp extends Application {
             router.map("edit-transaction", PerfinApp.class.getResource("/edit-transaction.fxml"));
             router.map("create-balance-record", PerfinApp.class.getResource("/create-balance-record.fxml"));
             router.map("balance-record", PerfinApp.class.getResource("/balance-record-view.fxml"));
+            router.map("vendors", PerfinApp.class.getResource("/vendors-view.fxml"));
+            router.map("edit-vendor", PerfinApp.class.getResource("/edit-vendor.fxml"));
+            router.map("categories", PerfinApp.class.getResource("/categories-view.fxml"));
+            router.map("edit-category", PerfinApp.class.getResource("/edit-category.fxml"));
+            router.map("tags", PerfinApp.class.getResource("/tags-view.fxml"));
 
             // Help pages.
             helpRouter.map("home", PerfinApp.class.getResource("/help-pages/home.fxml"));
@@ -112,9 +121,10 @@ public class PerfinApp extends Application {
     }
 
     private static void loadLastUsedProfile(Consumer<String> msgConsumer) throws Exception {
-        msgConsumer.accept("Loading the most recent profile.");
+        String lastProfile = ProfileLoader.getLastProfile();
+        msgConsumer.accept("Loading the most recent profile: \"" + lastProfile + "\".");
         try {
-            Profile.loadLast();
+            Profile.setCurrent(profileLoader.load(lastProfile));
         } catch (ProfileLoadException e) {
             msgConsumer.accept("Failed to load the profile: " + e.getMessage());
             throw e;

src/main/java/com/andrewlalis/perfin/control/AccountViewController.java

@@ -1,12 +1,12 @@
 package com.andrewlalis.perfin.control;
 
 import com.andrewlalis.javafx_scene_router.RouteSelectionListener;
-import com.andrewlalis.perfin.data.AccountHistoryItemRepository;
 import com.andrewlalis.perfin.data.AccountRepository;
+import com.andrewlalis.perfin.data.HistoryRepository;
 import com.andrewlalis.perfin.data.util.DateUtil;
 import com.andrewlalis.perfin.model.Account;
 import com.andrewlalis.perfin.model.Profile;
-import com.andrewlalis.perfin.model.history.AccountHistoryItem;
+import com.andrewlalis.perfin.model.history.HistoryItem;
 import com.andrewlalis.perfin.view.component.AccountHistoryItemTile;
 import javafx.application.Platform;
 import javafx.beans.binding.BooleanExpression;
@@ -64,7 +64,7 @@ public class AccountViewController implements RouteSelectionListener {
         accountNumberLabel.setText(account.getAccountNumber());
         accountCurrencyLabel.setText(account.getCurrency().getDisplayName());
         accountCreatedAtLabel.setText(DateUtil.formatUTCAsLocalWithZone(account.getCreatedAt()));
-        Profile.getCurrent().getDataSource().getAccountBalanceText(account)
+        Profile.getCurrent().dataSource().getAccountBalanceText(account)
                 .thenAccept(accountBalanceLabel::setText);
 
         reloadHistory();
@@ -89,6 +89,7 @@ public class AccountViewController implements RouteSelectionListener {
     @FXML
     public void archiveAccount() {
         boolean confirmResult = Popups.confirm(
+                titleLabel,
                 "Are you sure you want to archive this account? It will no " +
                         "longer show up in the app normally, and you won't be " +
                         "able to add new transactions to it. You'll still be " +
@@ -96,18 +97,19 @@ public class AccountViewController implements RouteSelectionListener {
                         "later if you need to."
         );
         if (confirmResult) {
-            Profile.getCurrent().getDataSource().useRepo(AccountRepository.class, repo -> repo.archive(account.id));
+            Profile.getCurrent().dataSource().useRepo(AccountRepository.class, repo -> repo.archive(account.id));
             router.replace("accounts");
         }
     }
 
     @FXML public void unarchiveAccount() {
         boolean confirm = Popups.confirm(
+                titleLabel,
                 "Are you sure you want to restore this account from its archived " +
                         "status?"
         );
         if (confirm) {
-            Profile.getCurrent().getDataSource().useRepo(AccountRepository.class, repo -> repo.unarchive(account.id));
+            Profile.getCurrent().dataSource().useRepo(AccountRepository.class, repo -> repo.unarchive(account.id));
             router.replace("accounts");
         }
     }
@@ -115,6 +117,7 @@ public class AccountViewController implements RouteSelectionListener {
     @FXML
     public void deleteAccount() {
         boolean confirm = Popups.confirm(
+                titleLabel,
                 "Are you sure you want to permanently delete this account and " +
                         "all data directly associated with it? This cannot be " +
                         "undone; deleted accounts are not recoverable at all. " +
@@ -122,26 +125,21 @@ public class AccountViewController implements RouteSelectionListener {
                         "want to hide it."
         );
         if (confirm) {
-            Profile.getCurrent().getDataSource().useRepo(AccountRepository.class, repo -> repo.delete(account));
+            Profile.getCurrent().dataSource().useRepo(AccountRepository.class, repo -> repo.delete(account));
             router.replace("accounts");
         }
     }
 
     @FXML public void loadMoreHistory() {
-        Profile.getCurrent().getDataSource().useRepoAsync(AccountHistoryItemRepository.class, repo -> {
+        Profile.getCurrent().dataSource().useRepoAsync(HistoryRepository.class, repo -> {
-            List<AccountHistoryItem> historyItems = repo.findMostRecentForAccount(
+            long historyId = repo.getOrCreateHistoryForAccount(account.id);
-                    account.id,
+            List<HistoryItem> items = repo.getNItemsBefore(historyId, historyLoadSize, loadHistoryFrom);
-                    loadHistoryFrom,
+            if (items.size() < historyLoadSize) {
-                    historyLoadSize
-            );
-            if (historyItems.size() < historyLoadSize) {
                 Platform.runLater(() -> loadMoreHistoryButton.setDisable(true));
             } else {
-                loadHistoryFrom = historyItems.getLast().getTimestamp();
+                loadHistoryFrom = items.getLast().getTimestamp();
             }
-            List<? extends Node> nodes = historyItems.stream()
+            List<? extends Node> nodes = items.stream().map(AccountHistoryItemTile::forItem).toList();
-                    .map(item -> AccountHistoryItemTile.forItem(item, repo, this))
-                    .toList();
             Platform.runLater(() -> historyItemsVBox.getChildren().addAll(nodes));
         });
     }

src/main/java/com/andrewlalis/perfin/control/AccountsViewController.java

@@ -49,7 +49,7 @@ public class AccountsViewController implements RouteSelectionListener {
 
     public void refreshAccounts() {
         Profile.whenLoaded(profile -> {
-            profile.getDataSource().useRepoAsync(AccountRepository.class, repo -> {
+            profile.dataSource().useRepoAsync(AccountRepository.class, repo -> {
                 List<Account> accounts = repo.findAllOrderedByRecentHistory();
                 Platform.runLater(() -> accountsPane.getChildren()
                         .setAll(accounts.stream()
@@ -59,7 +59,7 @@ public class AccountsViewController implements RouteSelectionListener {
             });
             // Compute grand totals!
             Thread.ofVirtual().start(() -> {
-                var totals = profile.getDataSource().getCombinedAccountBalances();
+                var totals = profile.dataSource().getCombinedAccountBalances();
                 StringBuilder sb = new StringBuilder("Totals: ");
                 for (var entry : totals.entrySet()) {
                     sb.append(CurrencyUtil.formatMoneyWithCurrencyPrefix(new MoneyValue(entry.getValue(), entry.getKey())));

src/main/java/com/andrewlalis/perfin/control/BalanceRecordViewController.java

@@ -41,16 +41,19 @@ public class BalanceRecordViewController implements RouteSelectionListener {
         timestampLabel.setText(DateUtil.formatUTCAsLocalWithZone(balanceRecord.getTimestamp()));
         balanceLabel.setText(CurrencyUtil.formatMoney(balanceRecord.getMoneyAmount()));
         currencyLabel.setText(balanceRecord.getCurrency().getDisplayName());
-        Profile.getCurrent().getDataSource().useRepoAsync(BalanceRecordRepository.class, repo -> {
+        Profile.getCurrent().dataSource().useRepoAsync(BalanceRecordRepository.class, repo -> {
             List<Attachment> attachments = repo.findAttachments(balanceRecord.id);
             Platform.runLater(() -> attachmentsViewPane.setAttachments(attachments));
         });
     }
 
     @FXML public void delete() {
-        boolean confirm = Popups.confirm("Are you sure you want to delete this balance record? This may have an effect on the derived balance of your account, as shown in Perfin.");
+        boolean confirm = Popups.confirm(
+                titleLabel,
+                "Are you sure you want to delete this balance record? This may have an effect on the derived balance of your account, as shown in Perfin."
+        );
         if (confirm) {
-            Profile.getCurrent().getDataSource().useRepo(BalanceRecordRepository.class, repo -> repo.deleteById(balanceRecord.id));
+            Profile.getCurrent().dataSource().useRepo(BalanceRecordRepository.class, repo -> repo.deleteById(balanceRecord.id));
             router.navigateBackAndClear();
         }
     }

src/main/java/com/andrewlalis/perfin/control/CategoriesViewController.java

@@ -0,0 +1,63 @@
+package com.andrewlalis.perfin.control;
+
+import com.andrewlalis.javafx_scene_router.RouteSelectionListener;
+import com.andrewlalis.perfin.data.TransactionCategoryRepository;
+import com.andrewlalis.perfin.data.impl.JdbcDataSource;
+import com.andrewlalis.perfin.data.impl.JdbcDataSourceFactory;
+import com.andrewlalis.perfin.data.util.DbUtil;
+import com.andrewlalis.perfin.model.Profile;
+import com.andrewlalis.perfin.view.BindingUtil;
+import com.andrewlalis.perfin.view.component.CategoryTile;
+import javafx.application.Platform;
+import javafx.collections.FXCollections;
+import javafx.collections.ObservableList;
+import javafx.fxml.FXML;
+import javafx.scene.layout.VBox;
+
+import java.io.IOException;
+import java.io.UncheckedIOException;
+
+import static com.andrewlalis.perfin.PerfinApp.router;
+
+public class CategoriesViewController implements RouteSelectionListener {
+    @FXML public VBox categoriesVBox;
+    private final ObservableList<TransactionCategoryRepository.CategoryTreeNode> categoryTreeNodes = FXCollections.observableArrayList();
+
+    @FXML public void initialize() {
+        BindingUtil.mapContent(categoriesVBox.getChildren(), categoryTreeNodes, node -> new CategoryTile(node, this::refreshCategories));
+    }
+
+    @Override
+    public void onRouteSelected(Object context) {
+        refreshCategories();
+    }
+
+    @FXML public void addCategory() {
+        router.navigate("edit-category");
+    }
+
+    private void refreshCategories() {
+        Profile.getCurrent().dataSource().mapRepoAsync(
+                TransactionCategoryRepository.class,
+                TransactionCategoryRepository::findTree
+        ).thenAccept(nodes -> Platform.runLater(() -> categoryTreeNodes.setAll(nodes)));
+    }
+
+    @FXML public void addDefaultCategories() {
+        boolean confirm = Popups.confirm(categoriesVBox, "Are you sure you want to add all of Perfin's default categories to your profile? This might interfere with existing categories of the same name.");
+        if (!confirm) return;
+        JdbcDataSource ds = (JdbcDataSource) Profile.getCurrent().dataSource();
+        try (var conn = ds.getConnection()) {
+            DbUtil.doTransaction(conn, () -> {
+                try {
+                    new JdbcDataSourceFactory().insertDefaultCategories(conn);
+                } catch (IOException e) {
+                    throw new UncheckedIOException(e);
+                }
+            });
+            refreshCategories();
+        } catch (Exception e) {
+            Popups.error(categoriesVBox, e);
+        }
+    }
+}

src/main/java/com/andrewlalis/perfin/control/CreateBalanceRecordController.java

@@ -11,6 +11,7 @@ import com.andrewlalis.perfin.model.Profile;
 import com.andrewlalis.perfin.view.component.FileSelectionArea;
 import com.andrewlalis.perfin.view.component.PropertiesPane;
 import com.andrewlalis.perfin.view.component.validation.ValidationApplier;
+import com.andrewlalis.perfin.view.component.validation.ValidationFunction;
 import com.andrewlalis.perfin.view.component.validation.ValidationResult;
 import com.andrewlalis.perfin.view.component.validation.validators.CurrencyAmountValidator;
 import javafx.application.Platform;
@@ -39,7 +40,7 @@ public class CreateBalanceRecordController implements RouteSelectionListener {
     private Account account;
 
     @FXML public void initialize() {
-        var timestampValid = new ValidationApplier<String>(input -> {
+        var timestampValid = new ValidationApplier<>((ValidationFunction<String>)  input -> {
             try {
                 DateUtil.DEFAULT_DATETIME_FORMAT.parse(input);
                 return ValidationResult.valid();
@@ -60,7 +61,7 @@ public class CreateBalanceRecordController implements RouteSelectionListener {
                 return;
             }
             BigDecimal reportedBalance = new BigDecimal(newValue);
-            Profile.getCurrent().getDataSource().useRepoAsync(AccountRepository.class, repo -> {
+            Profile.getCurrent().dataSource().useRepoAsync(AccountRepository.class, repo -> {
                 BigDecimal derivedBalance = repo.deriveCurrentBalance(account.id);
                 Platform.runLater(() -> balanceWarningLabel.visibleProperty().set(
                         !reportedBalance.setScale(derivedBalance.scale(), RoundingMode.HALF_UP).equals(derivedBalance)
@@ -76,7 +77,7 @@ public class CreateBalanceRecordController implements RouteSelectionListener {
     public void onRouteSelected(Object context) {
         this.account = (Account) context;
         timestampField.setText(LocalDateTime.now().format(DateUtil.DEFAULT_DATETIME_FORMAT));
-        Profile.getCurrent().getDataSource().useRepoAsync(AccountRepository.class, repo -> {
+        Profile.getCurrent().dataSource().useRepoAsync(AccountRepository.class, repo -> {
             BigDecimal value = repo.deriveCurrentBalance(account.id);
             Platform.runLater(() -> balanceField.setText(
                     CurrencyUtil.formatMoneyAsBasicNumber(new MoneyValue(value, account.getCurrency()))
@@ -89,13 +90,13 @@ public class CreateBalanceRecordController implements RouteSelectionListener {
         LocalDateTime localTimestamp = LocalDateTime.parse(timestampField.getText(), DateUtil.DEFAULT_DATETIME_FORMAT);
         BigDecimal reportedBalance = new BigDecimal(balanceField.getText());
 
-        boolean confirm = Popups.confirm("Are you sure that you want to record the balance of account\n%s\nas %s,\nas of %s?".formatted(
+        boolean confirm = Popups.confirm(timestampField, "Are you sure that you want to record the balance of account\n%s\nas %s,\nas of %s?".formatted(
                 account.getShortName(),
                 CurrencyUtil.formatMoneyWithCurrencyPrefix(new MoneyValue(reportedBalance, account.getCurrency())),
                 localTimestamp.atZone(ZoneId.systemDefault()).format(DateUtil.DEFAULT_DATETIME_FORMAT_WITH_ZONE)
         ));
         if (confirm && confirmIfInconsistentBalance(reportedBalance)) {
-            Profile.getCurrent().getDataSource().useRepo(BalanceRecordRepository.class, repo -> {
+            Profile.getCurrent().dataSource().useRepo(BalanceRecordRepository.class, repo -> {
                 repo.insert(
                         DateUtil.localToUTC(localTimestamp),
                         account.id,
@@ -113,7 +114,7 @@ public class CreateBalanceRecordController implements RouteSelectionListener {
     }
 
     private boolean confirmIfInconsistentBalance(BigDecimal reportedBalance) {
-        BigDecimal currentDerivedBalance = Profile.getCurrent().getDataSource().mapRepo(
+        BigDecimal currentDerivedBalance = Profile.getCurrent().dataSource().mapRepo(
                 AccountRepository.class,
                 repo -> repo.deriveCurrentBalance(account.id)
         );
@@ -122,7 +123,7 @@ public class CreateBalanceRecordController implements RouteSelectionListener {
                     CurrencyUtil.formatMoney(new MoneyValue(reportedBalance, account.getCurrency())),
                     CurrencyUtil.formatMoney(new MoneyValue(currentDerivedBalance, account.getCurrency()))
             );
-            return Popups.confirm(msg);
+            return Popups.confirm(timestampField, msg);
         }
         return true;
     }

src/main/java/com/andrewlalis/perfin/control/EditAccountController.java

@@ -106,8 +106,8 @@ public class EditAccountController implements RouteSelectionListener {
     @FXML
     public void save() {
         try (
-                var accountRepo = Profile.getCurrent().getDataSource().getAccountRepository();
+                var accountRepo = Profile.getCurrent().dataSource().getAccountRepository();
-                var balanceRepo = Profile.getCurrent().getDataSource().getBalanceRecordRepository()
+                var balanceRepo = Profile.getCurrent().dataSource().getBalanceRecordRepository()
         ) {
             if (creatingNewAccount.get()) {
                 String name = accountNameField.getText().strip();
@@ -117,7 +117,7 @@ public class EditAccountController implements RouteSelectionListener {
                 BigDecimal initialBalance = new BigDecimal(initialBalanceField.getText().strip());
                 List<Path> attachments = Collections.emptyList();
 
-                boolean success = Popups.confirm("Are you sure you want to create this account?");
+                boolean success = Popups.confirm(accountNameField, "Are you sure you want to create this account?");
                 if (success) {
                     long id = accountRepo.insert(type, number, name, currency);
                     balanceRepo.insert(LocalDateTime.now(ZoneOffset.UTC), id, initialBalance, currency, attachments);
@@ -138,7 +138,7 @@ public class EditAccountController implements RouteSelectionListener {
             }
         } catch (Exception e) {
             log.error("Failed to save (or update) account " + account.id, e);
-            Popups.error("Failed to save the account: " + e.getMessage());
+            Popups.error(accountNameField, "Failed to save the account: " + e.getMessage());
         }
     }
 

src/main/java/com/andrewlalis/perfin/control/EditCategoryController.java

@@ -0,0 +1,108 @@
+package com.andrewlalis.perfin.control;
+
+import com.andrewlalis.javafx_scene_router.RouteSelectionListener;
+import com.andrewlalis.perfin.data.TransactionCategoryRepository;
+import com.andrewlalis.perfin.model.Profile;
+import com.andrewlalis.perfin.model.TransactionCategory;
+import com.andrewlalis.perfin.view.component.validation.ValidationApplier;
+import com.andrewlalis.perfin.view.component.validation.validators.PredicateValidator;
+import javafx.fxml.FXML;
+import javafx.scene.control.Button;
+import javafx.scene.control.ColorPicker;
+import javafx.scene.control.TextField;
+import javafx.scene.paint.Color;
+
+import java.util.concurrent.CompletableFuture;
+
+import static com.andrewlalis.perfin.PerfinApp.router;
+
+public class EditCategoryController implements RouteSelectionListener {
+    public record CategoryRouteContext(TransactionCategory category) implements RouteContext {}
+    public record AddSubcategoryRouteContext(TransactionCategory parent) implements RouteContext {}
+    private sealed interface RouteContext permits AddSubcategoryRouteContext, CategoryRouteContext {}
+
+    private TransactionCategory category;
+    private TransactionCategory parent;
+
+    @FXML public TextField nameField;
+    @FXML public ColorPicker colorPicker;
+
+    @FXML public Button saveButton;
+
+    @FXML public void initialize() {
+        var nameValid = new ValidationApplier<>(new PredicateValidator<String>()
+                .addTerminalPredicate(s -> s != null && !s.isBlank(), "Name is required.")
+                .addPredicate(s -> s.strip().length() <= TransactionCategory.NAME_MAX_LENGTH, "Name is too long.")
+                .addAsyncPredicate(
+                        s -> {
+                            if (Profile.getCurrent() == null) return CompletableFuture.completedFuture(false);
+                            return Profile.getCurrent().dataSource().mapRepoAsync(
+                                    TransactionCategoryRepository.class,
+                                    repo -> {
+                                        var categoryByName = repo.findByName(s).orElse(null);
+                                        if (this.category != null) {
+                                            return this.category.equals(categoryByName) || categoryByName == null;
+                                        }
+                                        return categoryByName == null;
+                                    }
+                            );
+                        },
+                        "Category with this name already exists."
+                )
+        ).validatedInitially().attachToTextField(nameField);
+
+        saveButton.disableProperty().bind(nameValid.not());
+    }
+
+    @Override
+    public void onRouteSelected(Object context) {
+        this.category = null;
+        this.parent = null;
+        if (context instanceof RouteContext ctx) {
+            switch (ctx) {
+                case CategoryRouteContext(var cat):
+                    this.category = cat;
+                    nameField.setText(cat.getName());
+                    colorPicker.setValue(cat.getColor());
+                    break;
+                case AddSubcategoryRouteContext(var par):
+                    this.parent = par;
+                    nameField.setText(null);
+                    colorPicker.setValue(parent.getColor());
+                    break;
+            }
+        } else {
+            nameField.setText(null);
+            colorPicker.setValue(Color.WHITE);
+        }
+    }
+
+    @FXML public void save() {
+        final String name = nameField.getText().strip();
+        final Color color = colorPicker.getValue();
+        if (this.category == null && this.parent == null) {
+            // New top-level category.
+            Profile.getCurrent().dataSource().useRepo(
+                    TransactionCategoryRepository.class,
+                    repo -> repo.insert(name, color)
+            );
+        } else if (this.category == null) {
+            // New subcategory.
+            Profile.getCurrent().dataSource().useRepo(
+                    TransactionCategoryRepository.class,
+                    repo -> repo.insert(parent.id, name, color)
+            );
+        } else if (this.parent == null) {
+            // Save edits to an existing category.
+            Profile.getCurrent().dataSource().useRepo(
+                    TransactionCategoryRepository.class,
+                    repo -> repo.update(category.id, name, color)
+            );
+        }
+        router.replace("categories");
+    }
+
+    @FXML public void cancel() {
+        router.navigateBackAndClear();
+    }
+}

src/main/java/com/andrewlalis/perfin/control/EditTransactionController.java

@@ -1,24 +1,36 @@
 package com.andrewlalis.perfin.control;
 
 import com.andrewlalis.javafx_scene_router.RouteSelectionListener;
+import com.andrewlalis.perfin.data.DataSource;
 import com.andrewlalis.perfin.data.TransactionRepository;
 import com.andrewlalis.perfin.data.pagination.PageRequest;
 import com.andrewlalis.perfin.data.pagination.Sort;
 import com.andrewlalis.perfin.data.util.CurrencyUtil;
 import com.andrewlalis.perfin.data.util.DateUtil;
 import com.andrewlalis.perfin.model.*;
+import com.andrewlalis.perfin.view.BindingUtil;
 import com.andrewlalis.perfin.view.component.AccountSelectionBox;
+import com.andrewlalis.perfin.view.component.CategorySelectionBox;
 import com.andrewlalis.perfin.view.component.FileSelectionArea;
 import com.andrewlalis.perfin.view.component.validation.ValidationApplier;
 import com.andrewlalis.perfin.view.component.validation.validators.CurrencyAmountValidator;
 import com.andrewlalis.perfin.view.component.validation.validators.PredicateValidator;
 import javafx.application.Platform;
+import javafx.beans.binding.BooleanExpression;
+import javafx.beans.property.BooleanProperty;
 import javafx.beans.property.Property;
+import javafx.beans.property.SimpleBooleanProperty;
 import javafx.beans.property.SimpleObjectProperty;
+import javafx.collections.FXCollections;
+import javafx.collections.ObservableList;
 import javafx.fxml.FXML;
+import javafx.geometry.Pos;
+import javafx.scene.Node;
 import javafx.scene.control.*;
+import javafx.scene.input.KeyCode;
 import javafx.scene.layout.BorderPane;
 import javafx.scene.layout.HBox;
+import javafx.scene.layout.VBox;
 import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
 
@@ -27,13 +39,14 @@ import java.nio.file.Path;
 import java.time.DateTimeException;
 import java.time.LocalDateTime;
 import java.time.format.DateTimeFormatter;
-import java.util.Collections;
+import java.util.*;
-import java.util.Comparator;
-import java.util.Currency;
-import java.util.List;
 
 import static com.andrewlalis.perfin.PerfinApp.router;
 
+/**
+ * Controller for the "edit-transaction" view, which is where the user can
+ * create or edit transactions.
+ */
 public class EditTransactionController implements RouteSelectionListener {
     private static final Logger log = LoggerFactory.getLogger(EditTransactionController.class);
 
@@ -49,6 +62,25 @@ public class EditTransactionController implements RouteSelectionListener {
     @FXML public AccountSelectionBox debitAccountSelector;
     @FXML public AccountSelectionBox creditAccountSelector;
 
+    @FXML public ComboBox<String> vendorComboBox;
+    @FXML public Hyperlink vendorsHyperlink;
+    @FXML public CategorySelectionBox categoryComboBox;
+    @FXML public Hyperlink categoriesHyperlink;
+    @FXML public ComboBox<String> tagsComboBox;
+    @FXML public Hyperlink tagsHyperlink;
+    @FXML public Button addTagButton;
+    @FXML public VBox tagsVBox;
+    private final ObservableList<String> selectedTags = FXCollections.observableArrayList();
+
+    @FXML public Spinner<Integer> lineItemQuantitySpinner;
+    @FXML public TextField lineItemValueField;
+    @FXML public TextField lineItemDescriptionField;
+    @FXML public Button addLineItemButton;
+    @FXML public VBox addLineItemForm;
+    @FXML public Button addLineItemAddButton;
+    @FXML public Button addLineItemCancelButton;
+    @FXML public final BooleanProperty addingLineItemProperty = new SimpleBooleanProperty(false);
+
     @FXML public FileSelectionArea attachmentsSelectionArea;
 
     @FXML public Button saveButton;
@@ -70,12 +102,239 @@ public class EditTransactionController implements RouteSelectionListener {
         var descriptionValid = new ValidationApplier<>(new PredicateValidator<String>()
                 .addTerminalPredicate(s -> s == null || s.length() <= 255, "Description is too long.")
         ).validatedInitially().attach(descriptionField, descriptionField.textProperty());
+        var linkedAccountsValid = initializeLinkedAccountsValidationUi();
+        initializeTagSelectionUi();
 
-        // Linked accounts will use a property derived from both the debit and credit selections.
+        vendorsHyperlink.setOnAction(event -> router.navigate("vendors"));
+        categoriesHyperlink.setOnAction(event -> router.navigate("categories"));
+        tagsHyperlink.setOnAction(event -> router.navigate("tags"));
+
+        // Initialize line item stuff.
+        addLineItemButton.setOnAction(event -> addingLineItemProperty.set(true));
+        addLineItemCancelButton.setOnAction(event -> {
+            lineItemQuantitySpinner.getValueFactory().setValue(1);
+            lineItemValueField.setText(null);
+            lineItemDescriptionField.setText(null);
+            addingLineItemProperty.set(false);
+        });
+        BindingUtil.bindManagedAndVisible(addLineItemButton, addingLineItemProperty.not());
+        BindingUtil.bindManagedAndVisible(addLineItemForm, addingLineItemProperty);
+        lineItemQuantitySpinner.setValueFactory(new SpinnerValueFactory.IntegerSpinnerValueFactory(1, Integer.MAX_VALUE, 1, 1));
+        var lineItemValueValid = new ValidationApplier<>(
+                new CurrencyAmountValidator(() -> currencyChoiceBox.getValue(), false, false)
+        ).attachToTextField(lineItemValueField, currencyChoiceBox.valueProperty());
+        var lineItemDescriptionValid = new ValidationApplier<>(new PredicateValidator<String>()
+                .addTerminalPredicate(s -> s != null && !s.isBlank(), "A description is required.")
+        ).attachToTextField(lineItemDescriptionField);
+        var lineItemFormValid = lineItemValueValid.and(lineItemDescriptionValid);
+        addLineItemAddButton.disableProperty().bind(lineItemFormValid.not());
+
+        var formValid = timestampValid.and(amountValid).and(descriptionValid).and(linkedAccountsValid);
+        saveButton.disableProperty().bind(formValid.not());
+    }
+
+    @FXML public void save() {
+        LocalDateTime utcTimestamp = DateUtil.localToUTC(parseTimestamp());
+        BigDecimal amount = new BigDecimal(amountField.getText());
+        Currency currency = currencyChoiceBox.getValue();
+        String description = getSanitizedDescription();
+        CreditAndDebitAccounts linkedAccounts = getSelectedAccounts();
+        String vendor = vendorComboBox.getValue();
+        String category = categoryComboBox.getValue() == null ? null : categoryComboBox.getValue().getName();
+        Set<String> tags = new HashSet<>(selectedTags);
+        List<Path> newAttachmentPaths = attachmentsSelectionArea.getSelectedPaths();
+        List<Attachment> existingAttachments = attachmentsSelectionArea.getSelectedAttachments();
+        final long idToNavigate;
+        if (transaction == null) {
+            idToNavigate = Profile.getCurrent().dataSource().mapRepo(
+                TransactionRepository.class,
+                repo -> repo.insert(
+                    utcTimestamp,
+                    amount,
+                    currency,
+                    description,
+                    linkedAccounts,
+                    vendor,
+                    category,
+                    tags,
+                    newAttachmentPaths
+                )
+            );
+        } else {
+            Profile.getCurrent().dataSource().useRepo(
+                TransactionRepository.class,
+                repo -> repo.update(
+                        transaction.id,
+                        utcTimestamp,
+                        amount,
+                        currency,
+                        description,
+                        linkedAccounts,
+                        vendor,
+                        category,
+                        tags,
+                        existingAttachments,
+                        newAttachmentPaths
+                )
+            );
+            idToNavigate = transaction.id;
+        }
+        router.replace("transactions", new TransactionsViewController.RouteContext(idToNavigate));
+    }
+
+    @FXML public void cancel() {
+        router.navigateBackAndClear();
+    }
+
+    @Override
+    public void onRouteSelected(Object context) {
+        transaction = (Transaction) context;
+
+        // Clear some initial fields immediately:
+        tagsComboBox.setValue(null);
+        vendorComboBox.setValue(null);
+        categoryComboBox.select(null);
+
+        if (transaction == null) {
+            titleLabel.setText("Create New Transaction");
+            timestampField.setText(LocalDateTime.now().format(DateUtil.DEFAULT_DATETIME_FORMAT));
+            amountField.setText(null);
+            descriptionField.setText(null);
+        } else {
+            titleLabel.setText("Edit Transaction #" + transaction.id);
+            timestampField.setText(DateUtil.formatUTCAsLocal(transaction.getTimestamp()));
+            amountField.setText(CurrencyUtil.formatMoneyAsBasicNumber(transaction.getMoneyAmount()));
+            descriptionField.setText(transaction.getDescription());
+        }
+
+        // Fetch some account-specific data.
+        container.setDisable(true);
+        DataSource ds = Profile.getCurrent().dataSource();
+        Thread.ofVirtual().start(() -> {
+            try (
+                    var accountRepo = ds.getAccountRepository();
+                    var transactionRepo = ds.getTransactionRepository();
+                    var vendorRepo = ds.getTransactionVendorRepository();
+                    var categoryRepo = ds.getTransactionCategoryRepository()
+            ) {
+                // First fetch all the data.
+                List<Currency> currencies = accountRepo.findAllUsedCurrencies().stream()
+                        .sorted(Comparator.comparing(Currency::getCurrencyCode))
+                        .toList();
+                List<Account> accounts = accountRepo.findAll(PageRequest.unpaged(Sort.asc("name"))).items();
+                final List<Attachment> attachments;
+                final var categoryTreeNodes = categoryRepo.findTree();
+                final List<String> availableTags = transactionRepo.findAllTags();
+                final List<String> tags;
+                final CreditAndDebitAccounts linkedAccounts;
+                final String vendorName;
+                final TransactionCategory category;
+                if (transaction == null) {
+                    attachments = Collections.emptyList();
+                    tags = Collections.emptyList();
+                    linkedAccounts = new CreditAndDebitAccounts(null, null);
+                    vendorName = null;
+                    category = null;
+                } else {
+                    attachments = transactionRepo.findAttachments(transaction.id);
+                    tags = transactionRepo.findTags(transaction.id);
+                    linkedAccounts = transactionRepo.findLinkedAccounts(transaction.id);
+                    if (transaction.getVendorId() != null) {
+                        vendorName = vendorRepo.findById(transaction.getVendorId())
+                                .map(TransactionVendor::getName).orElse(null);
+                    } else {
+                        vendorName = null;
+                    }
+                    if (transaction.getCategoryId() != null) {
+                        category = categoryRepo.findById(transaction.getCategoryId()).orElse(null);
+                    } else {
+                        category = null;
+                    }
+                }
+                final List<TransactionVendor> availableVendors = vendorRepo.findAll();
+                // Then make updates to the view.
+                Platform.runLater(() -> {
+                    currencyChoiceBox.getItems().setAll(currencies);
+                    creditAccountSelector.setAccounts(accounts);
+                    debitAccountSelector.setAccounts(accounts);
+                    vendorComboBox.getItems().setAll(availableVendors.stream().map(TransactionVendor::getName).toList());
+                    vendorComboBox.setValue(vendorName);
+                    categoryComboBox.loadCategories(categoryTreeNodes);
+                    categoryComboBox.select(category);
+                    tagsComboBox.getItems().setAll(availableTags);
+                    attachmentsSelectionArea.clear();
+                    attachmentsSelectionArea.addAttachments(attachments);
+                    selectedTags.clear();
+                    selectedTags.addAll(tags);
+                    if (transaction == null) {
+                        currencyChoiceBox.getSelectionModel().selectFirst();
+                        creditAccountSelector.select(null);
+                        debitAccountSelector.select(null);
+                    } else {
+                        currencyChoiceBox.getSelectionModel().select(transaction.getCurrency());
+                        creditAccountSelector.select(linkedAccounts.creditAccount());
+                        debitAccountSelector.select(linkedAccounts.debitAccount());
+                    }
+                    container.setDisable(false);
+                });
+            } catch (Exception e) {
+                log.error("Failed to get repositories.", e);
+                Platform.runLater(() -> Popups.error(container, "Failed to fetch account-specific data: " + e.getMessage()));
+                router.navigateBackAndClear();
+            }
+        });
+    }
+
+    private BooleanExpression initializeLinkedAccountsValidationUi() {
         Property<CreditAndDebitAccounts> linkedAccountsProperty = new SimpleObjectProperty<>(getSelectedAccounts());
         debitAccountSelector.valueProperty().addListener((observable, oldValue, newValue) -> linkedAccountsProperty.setValue(getSelectedAccounts()));
         creditAccountSelector.valueProperty().addListener((observable, oldValue, newValue) -> linkedAccountsProperty.setValue(getSelectedAccounts()));
-        var linkedAccountsValid = new ValidationApplier<>(new PredicateValidator<CreditAndDebitAccounts>()
+        return new ValidationApplier<>(getLinkedAccountsValidator())
+                .validatedInitially()
+                .attach(linkedAccountsContainer, linkedAccountsProperty);
+    }
+
+    private void initializeTagSelectionUi() {
+        addTagButton.disableProperty().bind(tagsComboBox.valueProperty().map(s -> s == null || s.isBlank()));
+        addTagButton.setOnAction(event -> {
+            if (tagsComboBox.getValue() == null) return;
+            String tag = tagsComboBox.getValue().strip();
+            if (!selectedTags.contains(tag)) {
+                selectedTags.add(tag);
+                selectedTags.sort(String::compareToIgnoreCase);
+            }
+            tagsComboBox.setValue(null);
+        });
+        tagsComboBox.setOnKeyPressed(event -> {
+            if (event.getCode() == KeyCode.ENTER) {
+                addTagButton.fire();
+            }
+        });
+        BindingUtil.mapContent(tagsVBox.getChildren(), selectedTags, this::createTagListTile);
+    }
+
+    private Node createTagListTile(String tag) {
+        Label label = new Label(tag);
+        label.setMaxWidth(Double.POSITIVE_INFINITY);
+        label.getStyleClass().addAll("bold-text");
+        Button removeButton = new Button("Remove");
+        removeButton.setOnAction(event -> selectedTags.remove(tag));
+        BorderPane tile = new BorderPane(label);
+        tile.setRight(removeButton);
+        tile.getStyleClass().addAll("std-spacing");
+        BorderPane.setAlignment(label, Pos.CENTER_LEFT);
+        return tile;
+    }
+
+    private CreditAndDebitAccounts getSelectedAccounts() {
+        return new CreditAndDebitAccounts(
+                creditAccountSelector.getValue(),
+                debitAccountSelector.getValue()
+        );
+    }
+
+    private PredicateValidator<CreditAndDebitAccounts> getLinkedAccountsValidator() {
+        return new PredicateValidator<CreditAndDebitAccounts>()
             .addPredicate(accounts -> accounts.hasCredit() || accounts.hasDebit(), "At least one account must be linked.")
             .addPredicate(
                 accounts -> (!accounts.hasCredit() || !accounts.hasDebit()) || !accounts.creditAccount().equals(accounts.debitAccount()),
@@ -94,124 +353,6 @@ public class EditTransactionController implements RouteSelectionListener {
                     (!accounts.hasDebit() || !accounts.debitAccount().isArchived())
                 ),
                 "Linked accounts must not be archived."
-                )
-        ).validatedInitially().attach(linkedAccountsContainer, linkedAccountsProperty);
-
-        var formValid = timestampValid.and(amountValid).and(descriptionValid).and(linkedAccountsValid);
-        saveButton.disableProperty().bind(formValid.not());
-    }
-
-    @FXML public void save() {
-        LocalDateTime utcTimestamp = DateUtil.localToUTC(parseTimestamp());
-        BigDecimal amount = new BigDecimal(amountField.getText());
-        Currency currency = currencyChoiceBox.getValue();
-        String description = getSanitizedDescription();
-        CreditAndDebitAccounts linkedAccounts = getSelectedAccounts();
-        List<Path> newAttachmentPaths = attachmentsSelectionArea.getSelectedPaths();
-        List<Attachment> existingAttachments = attachmentsSelectionArea.getSelectedAttachments();
-        final long idToNavigate;
-        if (transaction == null) {
-            idToNavigate = Profile.getCurrent().getDataSource().mapRepo(
-                TransactionRepository.class,
-                repo -> repo.insert(
-                    utcTimestamp,
-                    amount,
-                    currency,
-                    description,
-                    linkedAccounts,
-                    newAttachmentPaths
-                )
-            );
-        } else {
-            Profile.getCurrent().getDataSource().useRepo(
-                TransactionRepository.class,
-                repo -> repo.update(
-                        transaction.id,
-                        utcTimestamp,
-                        amount,
-                        currency,
-                        description,
-                        linkedAccounts,
-                        existingAttachments,
-                        newAttachmentPaths
-                )
-            );
-            idToNavigate = transaction.id;
-        }
-        router.replace("transactions", new TransactionsViewController.RouteContext(idToNavigate));
-    }
-
-    @FXML public void cancel() {
-        router.navigateBackAndClear();
-    }
-
-    @Override
-    public void onRouteSelected(Object context) {
-        transaction = (Transaction) context;
-
-        if (transaction == null) {
-            titleLabel.setText("Create New Transaction");
-            timestampField.setText(LocalDateTime.now().format(DateUtil.DEFAULT_DATETIME_FORMAT));
-            amountField.setText(null);
-            descriptionField.setText(null);
-        } else {
-            titleLabel.setText("Edit Transaction #" + transaction.id);
-            timestampField.setText(DateUtil.formatUTCAsLocal(transaction.getTimestamp()));
-            amountField.setText(CurrencyUtil.formatMoneyAsBasicNumber(transaction.getMoneyAmount()));
-            descriptionField.setText(transaction.getDescription());
-        }
-
-        // Fetch some account-specific data.
-        container.setDisable(true);
-        Thread.ofVirtual().start(() -> {
-            try (
-                    var accountRepo = Profile.getCurrent().getDataSource().getAccountRepository();
-                    var transactionRepo = Profile.getCurrent().getDataSource().getTransactionRepository()
-            ) {
-                // First fetch all the data.
-                List<Currency> currencies = accountRepo.findAllUsedCurrencies().stream()
-                        .sorted(Comparator.comparing(Currency::getCurrencyCode))
-                        .toList();
-                List<Account> accounts = accountRepo.findAll(PageRequest.unpaged(Sort.asc("name"))).items();
-                final List<Attachment> attachments;
-                final CreditAndDebitAccounts linkedAccounts;
-                if (transaction == null) {
-                    attachments = Collections.emptyList();
-                    linkedAccounts = new CreditAndDebitAccounts(null, null);
-                } else {
-                    attachments = transactionRepo.findAttachments(transaction.id);
-                    linkedAccounts = transactionRepo.findLinkedAccounts(transaction.id);
-                }
-                // Then make updates to the view.
-                Platform.runLater(() -> {
-                    creditAccountSelector.setAccounts(accounts);
-                    debitAccountSelector.setAccounts(accounts);
-                    currencyChoiceBox.getItems().setAll(currencies);
-                    attachmentsSelectionArea.clear();
-                    attachmentsSelectionArea.addAttachments(attachments);
-                    if (transaction == null) {
-                        // TODO: Allow user to select a default currency.
-                        currencyChoiceBox.getSelectionModel().selectFirst();
-                        creditAccountSelector.select(null);
-                        debitAccountSelector.select(null);
-                    } else {
-                        currencyChoiceBox.getSelectionModel().select(transaction.getCurrency());
-                        creditAccountSelector.select(linkedAccounts.creditAccount());
-                        debitAccountSelector.select(linkedAccounts.debitAccount());
-                    }
-                    container.setDisable(false);
-                });
-            } catch (Exception e) {
-                log.error("Failed to get repositories.", e);
-                Popups.error("Failed to fetch account-specific data: " + e.getMessage());
-            }
-        });
-    }
-
-    private CreditAndDebitAccounts getSelectedAccounts() {
-        return new CreditAndDebitAccounts(
-                creditAccountSelector.getValue(),
-                debitAccountSelector.getValue()
             );
     }
 

src/main/java/com/andrewlalis/perfin/control/EditVendorController.java

@@ -0,0 +1,93 @@
+package com.andrewlalis.perfin.control;
+
+import com.andrewlalis.javafx_scene_router.RouteSelectionListener;
+import com.andrewlalis.perfin.data.DataSource;
+import com.andrewlalis.perfin.data.TransactionVendorRepository;
+import com.andrewlalis.perfin.model.Profile;
+import com.andrewlalis.perfin.model.TransactionVendor;
+import com.andrewlalis.perfin.view.component.validation.ValidationApplier;
+import com.andrewlalis.perfin.view.component.validation.validators.PredicateValidator;
+import javafx.fxml.FXML;
+import javafx.scene.control.Button;
+import javafx.scene.control.TextArea;
+import javafx.scene.control.TextField;
+
+import java.util.Objects;
+import java.util.concurrent.CompletableFuture;
+
+import static com.andrewlalis.perfin.PerfinApp.router;
+
+public class EditVendorController implements RouteSelectionListener {
+    private TransactionVendor vendor;
+
+    @FXML public TextField nameField;
+    @FXML public TextArea descriptionField;
+    @FXML public Button saveButton;
+
+    @FXML public void initialize() {
+        var nameValid = new ValidationApplier<>(new PredicateValidator<String>()
+                .addTerminalPredicate(s -> s != null && !s.isBlank(), "Name is required.")
+                .addPredicate(s -> s.strip().length() <= TransactionVendor.NAME_MAX_LENGTH, "Name is too long.")
+                // A predicate that prevents duplicate names.
+                .addAsyncPredicate(
+                        s -> {
+                            if (Profile.getCurrent() == null) return CompletableFuture.completedFuture(false);
+                            return Profile.getCurrent().dataSource().mapRepoAsync(
+                                    TransactionVendorRepository.class,
+                                    repo -> {
+                                        var vendorByName = repo.findByName(s).orElse(null);
+                                        if (this.vendor != null) {
+                                            return this.vendor.equals(vendorByName) || vendorByName == null;
+                                        }
+                                        return vendorByName == null;
+                                    }
+                            );
+                        },
+                        "Vendor with this name already exists."
+                )
+            ).validatedInitially().attachToTextField(nameField);
+        var descriptionValid = new ValidationApplier<>(new PredicateValidator<String>()
+                .addPredicate(
+                        s -> s == null || s.strip().length() <= TransactionVendor.DESCRIPTION_MAX_LENGTH,
+                        "Description is too long."
+                )
+            ).validatedInitially().attach(descriptionField, descriptionField.textProperty());
+
+        var formValid = nameValid.and(descriptionValid);
+        saveButton.disableProperty().bind(formValid.not());
+    }
+
+    @Override
+    public void onRouteSelected(Object context) {
+        if (context instanceof TransactionVendor tv) {
+            this.vendor = tv;
+            nameField.setText(vendor.getName());
+            descriptionField.setText(vendor.getDescription());
+        } else {
+            nameField.setText(null);
+            descriptionField.setText(null);
+        }
+    }
+
+    @FXML public void save() {
+        String name = nameField.getText().strip();
+        String description = descriptionField.getText() == null ? null : descriptionField.getText().strip();
+        DataSource ds = Profile.getCurrent().dataSource();
+        if (vendor != null) {
+            ds.useRepo(TransactionVendorRepository.class, repo -> repo.update(vendor.id, name, description));
+        } else {
+            ds.useRepo(TransactionVendorRepository.class, repo -> {
+                if (description == null || description.isEmpty()) {
+                    repo.insert(name);
+                } else {
+                    repo.insert(name, description);
+                }
+            });
+        }
+        router.replace("vendors");
+    }
+
+    @FXML public void cancel() {
+        router.navigateBackAndClear();
+    }
+}

src/main/java/com/andrewlalis/perfin/control/Popups.java

@@ -1,30 +1,70 @@
 package com.andrewlalis.perfin.control;
 
+import javafx.application.Platform;
+import javafx.scene.Node;
+import javafx.scene.Scene;
 import javafx.scene.control.Alert;
 import javafx.scene.control.ButtonType;
 import javafx.stage.Modality;
+import javafx.stage.Window;
 
 /**
  * Helper class for standardized popups and confirmation dialogs for the app.
  */
 public class Popups {
-    public static boolean confirm(String text) {
+    public static boolean confirm(Window owner, String text) {
         Alert alert = new Alert(Alert.AlertType.CONFIRMATION, text);
+        alert.initOwner(owner);
         alert.initModality(Modality.APPLICATION_MODAL);
         var result = alert.showAndWait();
         return result.isPresent() && result.get() == ButtonType.OK;
     }
 
-    public static void message(String text) {
+    public static boolean confirm(Node node, String text) {
+        return confirm(getWindowFromNode(node), text);
+    }
+
+    public static void message(Window owner, String text) {
         Alert alert = new Alert(Alert.AlertType.NONE, text);
+        alert.initOwner(owner);
         alert.initModality(Modality.APPLICATION_MODAL);
         alert.getButtonTypes().setAll(ButtonType.OK);
         alert.showAndWait();
     }
 
-    public static void error(String text) {
+    public static void message(Node node, String text) {
+        message(getWindowFromNode(node), text);
+    }
+
+    public static void error(Window owner, String text) {
         Alert alert = new Alert(Alert.AlertType.WARNING, text);
+        alert.initOwner(owner);
         alert.initModality(Modality.APPLICATION_MODAL);
         alert.showAndWait();
     }
+
+    public static void error(Node node, String text) {
+        error(getWindowFromNode(node), text);
+    }
+
+    public static void error(Window owner, Exception e) {
+        error(owner, "An " + e.getClass().getSimpleName() + " occurred: " + e.getMessage());
+    }
+
+    public static void error(Node node, Exception e) {
+        error(getWindowFromNode(node), e);
+    }
+
+    public static void errorLater(Node node, Exception e) {
+        Platform.runLater(() -> error(node, e));
+    }
+
+    private static Window getWindowFromNode(Node n) {
+        Window owner = null;
+        Scene scene = n.getScene();
+        if (scene != null) {
+            owner = scene.getWindow();
+        }
+        return owner;
+    }
 }

src/main/java/com/andrewlalis/perfin/control/ProfilesViewController.java

@@ -4,6 +4,7 @@ import com.andrewlalis.perfin.PerfinApp;
 import com.andrewlalis.perfin.data.ProfileLoadException;
 import com.andrewlalis.perfin.data.util.FileUtil;
 import com.andrewlalis.perfin.model.Profile;
+import com.andrewlalis.perfin.model.ProfileLoader;
 import com.andrewlalis.perfin.view.ProfilesStage;
 import com.andrewlalis.perfin.view.component.validation.ValidationApplier;
 import com.andrewlalis.perfin.view.component.validation.validators.PredicateValidator;
@@ -44,11 +45,11 @@ public class ProfilesViewController {
     @FXML public void addProfile() {
         String name = newProfileNameField.getText();
         boolean valid = Profile.validateName(name);
-        if (valid && !Profile.getAvailableProfiles().contains(name)) {
+        if (valid && !ProfileLoader.getAvailableProfiles().contains(name)) {
-            boolean confirm = Popups.confirm("Are you sure you want to add a new profile named \"" + name + "\"?");
+            boolean confirm = Popups.confirm(profilesVBox, "Are you sure you want to add a new profile named \"" + name + "\"?");
             if (confirm) {
                 if (openProfile(name, false)) {
-                    Popups.message("Created new profile \"" + name + "\" and loaded it.");
+                    Popups.message(profilesVBox, "Created new profile \"" + name + "\" and loaded it.");
                 }
                 newProfileNameField.clear();
             }
@@ -56,8 +57,8 @@ public class ProfilesViewController {
     }
 
     private void refreshAvailableProfiles() {
-        List<String> profileNames = Profile.getAvailableProfiles();
+        List<String> profileNames = ProfileLoader.getAvailableProfiles();
-        String currentProfile = Profile.getCurrent() == null ? null : Profile.getCurrent().getName();
+        String currentProfile = Profile.getCurrent() == null ? null : Profile.getCurrent().name();
         List<Node> nodes = new ArrayList<>(profileNames.size());
         for (String profileName : profileNames) {
             boolean isCurrent = profileName.equals(currentProfile);
@@ -104,30 +105,31 @@ public class ProfilesViewController {
     private boolean openProfile(String name, boolean showPopup) {
         log.info("Opening profile \"{}\".", name);
         try {
-            Profile.load(name);
+            Profile.setCurrent(PerfinApp.profileLoader.load(name));
+            ProfileLoader.saveLastProfile(name);
             ProfilesStage.closeView();
             router.replace("accounts");
-            if (showPopup) Popups.message("The profile \"" + name + "\" has been loaded.");
+            if (showPopup) Popups.message(profilesVBox, "The profile \"" + name + "\" has been loaded.");
             return true;
         } catch (ProfileLoadException e) {
-            Popups.error("Failed to load the profile: " + e.getMessage());
+            Popups.error(profilesVBox, "Failed to load the profile: " + e.getMessage());
             return false;
         }
     }
 
     private void deleteProfile(String name) {
-        boolean confirmA = Popups.confirm("Are you sure you want to delete the profile \"" + name + "\"? This will permanently delete ALL accounts, transactions, files, and other data for this profile, and it cannot be recovered.");
+        boolean confirmA = Popups.confirm(profilesVBox, "Are you sure you want to delete the profile \"" + name + "\"? This will permanently delete ALL accounts, transactions, files, and other data for this profile, and it cannot be recovered.");
         if (confirmA) {
-            boolean confirmB = Popups.confirm("Press \"OK\" to confirm that you really want to delete the profile \"" + name + "\". There's no going back.");
+            boolean confirmB = Popups.confirm(profilesVBox, "Press \"OK\" to confirm that you really want to delete the profile \"" + name + "\". There's no going back.");
             if (confirmB) {
                 try {
                     FileUtil.deleteDirRecursive(Profile.getDir(name));
                     // Reset the app's "last profile" to the default if it was the deleted profile.
-                    if (Profile.getLastProfile().equals(name)) {
+                    if (ProfileLoader.getLastProfile().equals(name)) {
-                        Profile.saveLastProfile("default");
+                        ProfileLoader.saveLastProfile("default");
                     }
                     // If the current profile was deleted, switch to the default.
-                    if (Profile.getCurrent() != null && Profile.getCurrent().getName().equals(name)) {
+                    if (Profile.getCurrent() != null && Profile.getCurrent().name().equals(name)) {
                         openProfile("default", true);
                     }
                     refreshAvailableProfiles();

src/main/java/com/andrewlalis/perfin/control/TagsViewController.java

@@ -0,0 +1,64 @@
+package com.andrewlalis.perfin.control;
+
+import com.andrewlalis.javafx_scene_router.RouteSelectionListener;
+import com.andrewlalis.perfin.data.TransactionRepository;
+import com.andrewlalis.perfin.model.Profile;
+import com.andrewlalis.perfin.view.BindingUtil;
+import javafx.application.Platform;
+import javafx.collections.FXCollections;
+import javafx.collections.ObservableList;
+import javafx.fxml.FXML;
+import javafx.scene.Node;
+import javafx.scene.control.Button;
+import javafx.scene.control.Label;
+import javafx.scene.layout.BorderPane;
+import javafx.scene.layout.VBox;
+
+public class TagsViewController implements RouteSelectionListener {
+    @FXML public VBox tagsVBox;
+    private final ObservableList<String> tags = FXCollections.observableArrayList();
+
+    @FXML public void initialize() {
+        BindingUtil.mapContent(tagsVBox.getChildren(), tags, this::buildTagTile);
+    }
+
+    @Override
+    public void onRouteSelected(Object context) {
+        refreshTags();
+    }
+
+    private void refreshTags() {
+        Profile.getCurrent().dataSource().mapRepoAsync(
+                TransactionRepository.class,
+                TransactionRepository::findAllTags
+        ).thenAccept(strings -> Platform.runLater(() -> tags.setAll(strings)));
+    }
+
+    private Node buildTagTile(String name) {
+        BorderPane tile = new BorderPane();
+        tile.getStyleClass().addAll("tile");
+        Label nameLabel = new Label(name);
+        nameLabel.getStyleClass().addAll("bold-text");
+        Label usagesLabel = new Label();
+        usagesLabel.getStyleClass().addAll("small-font", "secondary-color-text-fill");
+        Profile.getCurrent().dataSource().mapRepoAsync(
+                TransactionRepository.class,
+                repo -> repo.countTagUsages(name)
+        ).thenAccept(count -> Platform.runLater(() -> usagesLabel.setText("Tagged transactions: " + count)));
+        VBox contentBox = new VBox(nameLabel, usagesLabel);
+        tile.setLeft(contentBox);
+        Button removeButton = new Button("Remove");
+        removeButton.setOnAction(event -> {
+            boolean confirm = Popups.confirm(removeButton, "Are you sure you want to remove this tag? It will be removed from any transactions. This cannot be undone.");
+            if (confirm) {
+                Profile.getCurrent().dataSource().useRepo(
+                        TransactionRepository.class,
+                        repo -> repo.deleteTag(name)
+                );
+                refreshTags();
+            }
+        });
+        tile.setRight(removeButton);
+        return tile;
+    }
+}

src/main/java/com/andrewlalis/perfin/control/TransactionViewController.java

@@ -3,23 +3,37 @@ package com.andrewlalis.perfin.control;
 import com.andrewlalis.perfin.data.TransactionRepository;
 import com.andrewlalis.perfin.data.util.CurrencyUtil;
 import com.andrewlalis.perfin.data.util.DateUtil;
-import com.andrewlalis.perfin.model.Attachment;
+import com.andrewlalis.perfin.model.*;
-import com.andrewlalis.perfin.model.CreditAndDebitAccounts;
+import com.andrewlalis.perfin.view.BindingUtil;
-import com.andrewlalis.perfin.model.Profile;
-import com.andrewlalis.perfin.model.Transaction;
 import com.andrewlalis.perfin.view.component.AttachmentsViewPane;
+import com.andrewlalis.perfin.view.component.PropertiesPane;
 import javafx.application.Platform;
+import javafx.beans.property.ListProperty;
+import javafx.beans.property.ObjectProperty;
+import javafx.beans.property.SimpleListProperty;
+import javafx.beans.property.SimpleObjectProperty;
+import javafx.collections.FXCollections;
+import javafx.collections.ObservableList;
 import javafx.fxml.FXML;
 import javafx.scene.control.Hyperlink;
 import javafx.scene.control.Label;
+import javafx.scene.shape.Circle;
 import javafx.scene.text.TextFlow;
-
+import org.slf4j.Logger;
-import java.util.List;
+import org.slf4j.LoggerFactory;
 
 import static com.andrewlalis.perfin.PerfinApp.router;
 
 public class TransactionViewController {
-    private Transaction transaction;
+    private static final Logger log = LoggerFactory.getLogger(TransactionViewController.class);
+
+    private final ObjectProperty<Transaction> transactionProperty = new SimpleObjectProperty<>(null);
+    private final ObjectProperty<CreditAndDebitAccounts> linkedAccountsProperty = new SimpleObjectProperty<>(null);
+    private final ObjectProperty<TransactionVendor> vendorProperty = new SimpleObjectProperty<>(null);
+    private final ObjectProperty<TransactionCategory> categoryProperty = new SimpleObjectProperty<>(null);
+    private final ObservableList<String> tagsList = FXCollections.observableArrayList();
+    private final ListProperty<String> tagsListProperty = new SimpleListProperty<>(tagsList);
+    private final ObservableList<Attachment> attachmentsList = FXCollections.observableArrayList();
 
     @FXML public Label titleLabel;
 
@@ -27,51 +41,108 @@ public class TransactionViewController {
     @FXML public Label timestampLabel;
     @FXML public Label descriptionLabel;
 
+    @FXML public Label vendorLabel;
+    @FXML public Circle categoryColorIndicator;
+    @FXML public Label categoryLabel;
+    @FXML public Label tagsLabel;
+
     @FXML public Hyperlink debitAccountLink;
     @FXML public Hyperlink creditAccountLink;
 
     @FXML public AttachmentsViewPane attachmentsViewPane;
 
     @FXML public void initialize() {
-        configureAccountLinkBindings(debitAccountLink);
+        titleLabel.textProperty().bind(transactionProperty.map(t -> "Transaction #" + t.id));
-        configureAccountLinkBindings(creditAccountLink);
+        amountLabel.textProperty().bind(transactionProperty.map(t -> CurrencyUtil.formatMoney(t.getMoneyAmount())));
+        timestampLabel.textProperty().bind(transactionProperty.map(t -> DateUtil.formatUTCAsLocalWithZone(t.getTimestamp())));
+        descriptionLabel.textProperty().bind(transactionProperty.map(Transaction::getDescription));
+
+        PropertiesPane vendorPane = (PropertiesPane) vendorLabel.getParent();
+        BindingUtil.bindManagedAndVisible(vendorPane, vendorProperty.isNotNull());
+        vendorLabel.textProperty().bind(vendorProperty.map(TransactionVendor::getName));
+
+        PropertiesPane categoryPane = (PropertiesPane) categoryLabel.getParent().getParent();
+        BindingUtil.bindManagedAndVisible(categoryPane, categoryProperty.isNotNull());
+        categoryLabel.textProperty().bind(categoryProperty.map(TransactionCategory::getName));
+        categoryColorIndicator.fillProperty().bind(categoryProperty.map(TransactionCategory::getColor));
+
+        PropertiesPane tagsPane = (PropertiesPane) tagsLabel.getParent();
+        BindingUtil.bindManagedAndVisible(tagsPane, tagsListProperty.emptyProperty().not());
+        tagsLabel.textProperty().bind(tagsListProperty.map(tags -> String.join(", ", tags)));
+
+        TextFlow debitText = (TextFlow) debitAccountLink.getParent();
+        BindingUtil.bindManagedAndVisible(debitText, linkedAccountsProperty.map(CreditAndDebitAccounts::hasDebit));
+        debitAccountLink.textProperty().bind(linkedAccountsProperty.map(la -> la.hasDebit() ? la.debitAccount().getShortName() : null));
+        debitAccountLink.onActionProperty().bind(linkedAccountsProperty.map(la -> {
+            if (la.hasDebit()) {
+                return event -> router.navigate("account", la.debitAccount());
+            }
+            return event -> {};
+        }));
+        TextFlow creditText = (TextFlow) creditAccountLink.getParent();
+        BindingUtil.bindManagedAndVisible(creditText, linkedAccountsProperty.map(CreditAndDebitAccounts::hasCredit));
+        creditAccountLink.textProperty().bind(linkedAccountsProperty.map(la -> la.hasCredit() ? la.creditAccount().getShortName() : null));
+        creditAccountLink.onActionProperty().bind(linkedAccountsProperty.map(la -> {
+            if (la.hasCredit()) {
+                return event -> router.navigate("account", la.creditAccount());
+            }
+            return event -> {};
+        }));
+
         attachmentsViewPane.hideIfEmpty();
+        attachmentsViewPane.listProperty().bindContent(attachmentsList);
+
+        transactionProperty.addListener((observable, oldValue, newValue) -> {
+            if (newValue == null) {
+                linkedAccountsProperty.set(null);
+                vendorProperty.set(null);
+                categoryProperty.set(null);
+                tagsList.clear();
+                attachmentsList.clear();
+            } else {
+                updateLinkedData(newValue);
+            }
+        });
     }
 
     public void setTransaction(Transaction transaction) {
-        this.transaction = transaction;
+        this.transactionProperty.set(transaction);
-        if (transaction == null) return;
+    }
-        titleLabel.setText("Transaction #" + transaction.id);
+
-        amountLabel.setText(CurrencyUtil.formatMoney(transaction.getMoneyAmount()));
+    private void updateLinkedData(Transaction tx) {
-        timestampLabel.setText(DateUtil.formatUTCAsLocalWithZone(transaction.getTimestamp()));
+        var ds = Profile.getCurrent().dataSource();
-        descriptionLabel.setText(transaction.getDescription());
+        Thread.ofVirtual().start(() -> {
-        Profile.getCurrent().getDataSource().useRepoAsync(TransactionRepository.class, repo -> {
+            try (
-            CreditAndDebitAccounts accounts = repo.findLinkedAccounts(transaction.id);
+                var transactionRepo = ds.getTransactionRepository();
-            List<Attachment> attachments = repo.findAttachments(transaction.id);
+                var vendorRepo = ds.getTransactionVendorRepository();
+                var categoryRepo = ds.getTransactionCategoryRepository()
+            ) {
+                final var linkedAccounts = transactionRepo.findLinkedAccounts(tx.id);
+                final var vendor = tx.getVendorId() == null ? null : vendorRepo.findById(tx.getVendorId()).orElse(null);
+                final var category = tx.getCategoryId() == null ? null : categoryRepo.findById(tx.getCategoryId()).orElse(null);
+                final var attachments = transactionRepo.findAttachments(tx.id);
+                final var tags = transactionRepo.findTags(tx.id);
                 Platform.runLater(() -> {
-                if (accounts.hasDebit()) {
+                    linkedAccountsProperty.set(linkedAccounts);
-                    debitAccountLink.setText(accounts.debitAccount().getShortName());
+                    vendorProperty.set(vendor);
-                    debitAccountLink.setOnAction(event -> router.navigate("account", accounts.debitAccount()));
+                    categoryProperty.set(category);
-                } else {
+                    attachmentsList.setAll(attachments);
-                    debitAccountLink.setText(null);
+                    tagsList.setAll(tags);
-                }
-                if (accounts.hasCredit()) {
-                    creditAccountLink.setText(accounts.creditAccount().getShortName());
-                    creditAccountLink.setOnAction(event -> router.navigate("account", accounts.creditAccount()));
-                } else {
-                    creditAccountLink.setText(null);
-                }
-                attachmentsViewPane.setAttachments(attachments);
                 });
+            } catch (Exception e) {
+                log.error("Failed to fetch additional transaction data.", e);
+                Popups.errorLater(titleLabel, e);
+            }
         });
     }
 
     @FXML public void editTransaction() {
-        router.navigate("edit-transaction", this.transaction);
+        router.navigate("edit-transaction", this.transactionProperty.get());
     }
 
     @FXML public void deleteTransaction() {
         boolean confirm = Popups.confirm(
+            titleLabel,
             "Are you sure you want to delete this transaction? This will " +
             "permanently remove the transaction and its effects on any linked " +
             "accounts, as well as remove any attachments from storage within " +
@@ -81,15 +152,8 @@ public class TransactionViewController {
             "it's derived from the most recent balance-record, and transactions."
         );
         if (confirm) {
-            Profile.getCurrent().getDataSource().useRepo(TransactionRepository.class, repo -> repo.delete(transaction.id));
+            Profile.getCurrent().dataSource().useRepo(TransactionRepository.class, repo -> repo.delete(this.transactionProperty.get().id));
             router.replace("transactions");
         }
     }
-
-    private void configureAccountLinkBindings(Hyperlink link) {
-        TextFlow parent = (TextFlow) link.getParent();
-        parent.managedProperty().bind(parent.visibleProperty());
-        parent.visibleProperty().bind(link.textProperty().isNotEmpty());
-        link.setText(null);
-    }
 }

src/main/java/com/andrewlalis/perfin/control/TransactionsViewController.java

@@ -3,14 +3,18 @@ package com.andrewlalis.perfin.control;
 import com.andrewlalis.javafx_scene_router.RouteSelectionListener;
 import com.andrewlalis.perfin.data.AccountRepository;
 import com.andrewlalis.perfin.data.TransactionRepository;
+import com.andrewlalis.perfin.data.impl.JdbcDataSource;
 import com.andrewlalis.perfin.data.pagination.Page;
 import com.andrewlalis.perfin.data.pagination.PageRequest;
 import com.andrewlalis.perfin.data.pagination.Sort;
+import com.andrewlalis.perfin.data.search.JdbcTransactionSearcher;
+import com.andrewlalis.perfin.data.search.SearchFilter;
 import com.andrewlalis.perfin.data.util.DateUtil;
 import com.andrewlalis.perfin.data.util.Pair;
 import com.andrewlalis.perfin.model.Account;
 import com.andrewlalis.perfin.model.Profile;
 import com.andrewlalis.perfin.model.Transaction;
+import com.andrewlalis.perfin.view.BindingUtil;
 import com.andrewlalis.perfin.view.SceneUtil;
 import com.andrewlalis.perfin.view.component.AccountSelectionBox;
 import com.andrewlalis.perfin.view.component.DataSourcePaginationControls;
@@ -21,6 +25,7 @@ import javafx.beans.property.SimpleObjectProperty;
 import javafx.beans.value.ObservableValue;
 import javafx.fxml.FXML;
 import javafx.scene.Node;
+import javafx.scene.control.TextField;
 import javafx.scene.layout.BorderPane;
 import javafx.scene.layout.HBox;
 import javafx.scene.layout.VBox;
@@ -29,8 +34,9 @@ import javafx.stage.FileChooser;
 import java.io.File;
 import java.io.PrintWriter;
 import java.nio.charset.StandardCharsets;
+import java.util.ArrayList;
+import java.util.Arrays;
 import java.util.List;
-import java.util.Set;
 
 import static com.andrewlalis.perfin.PerfinApp.router;
 
@@ -45,6 +51,7 @@ public class TransactionsViewController implements RouteSelectionListener {
     public record RouteContext(Long selectedTransactionId) {}
 
     @FXML public BorderPane transactionsListBorderPane;
+    @FXML public TextField searchField;
     @FXML public AccountSelectionBox filterByAccountComboBox;
     @FXML public VBox transactionsVBox;
     private DataSourcePaginationControls paginationControls;
@@ -59,33 +66,30 @@ public class TransactionsViewController implements RouteSelectionListener {
             paginationControls.setPage(1);
             selectedTransaction.set(null);
         });
+        searchField.textProperty().addListener((observable, oldValue, newValue) -> {
+            paginationControls.setPage(1);
+            selectedTransaction.set(null);
+        });
 
         this.paginationControls = new DataSourcePaginationControls(
                 transactionsVBox.getChildren(),
                 new DataSourcePaginationControls.PageFetcherFunction() {
                     @Override
                     public Page<? extends Node> fetchPage(PageRequest pagination) throws Exception {
-                        Account accountFilter = filterByAccountComboBox.getValue();
+                        JdbcDataSource ds = (JdbcDataSource) Profile.getCurrent().dataSource();
-                        try (var repo = Profile.getCurrent().getDataSource().getTransactionRepository()) {
+                        try (var conn = ds.getConnection()) {
-                            Page<Transaction> result;
+                            JdbcTransactionSearcher searcher = new JdbcTransactionSearcher(conn);
-                            if (accountFilter == null) {
+                            return searcher.search(pagination, getCurrentSearchFilters())
-                                result = repo.findAll(pagination);
+                                    .map(TransactionsViewController.this::makeTile);
-                            } else {
-                                result = repo.findAllByAccounts(Set.of(accountFilter.id), pagination);
-                            }
-                            return result.map(TransactionsViewController.this::makeTile);
                         }
                     }
 
                     @Override
                     public int getTotalCount() throws Exception {
-                        Account accountFilter = filterByAccountComboBox.getValue();
+                        JdbcDataSource ds = (JdbcDataSource) Profile.getCurrent().dataSource();
-                        try (var repo = Profile.getCurrent().getDataSource().getTransactionRepository()) {
+                        try (var conn = ds.getConnection()) {
-                            if (accountFilter == null) {
+                            JdbcTransactionSearcher searcher = new JdbcTransactionSearcher(conn);
-                                return (int) repo.countAll();
+                            return (int) searcher.resultCount(getCurrentSearchFilters());
-                            } else {
-                                return (int) repo.countAllByAccounts(Set.of(accountFilter.id));
-                            }
                         }
                     }
                 }
@@ -98,18 +102,13 @@ public class TransactionsViewController implements RouteSelectionListener {
         detailPanel.minWidthProperty().bind(halfWidthProp);
         detailPanel.maxWidthProperty().bind(halfWidthProp);
         detailPanel.prefWidthProperty().bind(halfWidthProp);
-        detailPanel.managedProperty().bind(detailPanel.visibleProperty());
+        BindingUtil.bindManagedAndVisible(detailPanel, selectedTransaction.isNotNull());
-        detailPanel.visibleProperty().bind(selectedTransaction.isNotNull());
 
         Pair<BorderPane, TransactionViewController> detailComponents = SceneUtil.loadNodeAndController("/transaction-view.fxml");
         TransactionViewController transactionViewController = detailComponents.second();
         BorderPane transactionDetailView = detailComponents.first();
-        transactionDetailView.managedProperty().bind(transactionDetailView.visibleProperty());
-        transactionDetailView.visibleProperty().bind(selectedTransaction.isNotNull());
         detailPanel.getChildren().add(transactionDetailView);
-        selectedTransaction.addListener((observable, oldValue, newValue) -> {
+        selectedTransaction.addListener((observable, oldValue, newValue) -> transactionViewController.setTransaction(newValue));
-            transactionViewController.setTransaction(newValue);
-        });
 
         // Clear the transactions when a new profile is loaded.
         Profile.whenLoaded(profile -> {
@@ -121,10 +120,10 @@ public class TransactionsViewController implements RouteSelectionListener {
     @Override
     public void onRouteSelected(Object context) {
         paginationControls.sorts.setAll(DEFAULT_SORTS);
-        transactionsVBox.getChildren().clear(); // Clear the transactions before reload initially.
+        selectedTransaction.set(null); // Initially set the selected transaction as null.
 
         // Refresh account filter options.
-        Profile.getCurrent().getDataSource().useRepoAsync(AccountRepository.class, repo -> {
+        Profile.getCurrent().dataSource().useRepoAsync(AccountRepository.class, repo -> {
             List<Account> accounts = repo.findAll(PageRequest.unpaged(Sort.asc("name"))).items();
             Platform.runLater(() -> {
                 filterByAccountComboBox.setAccounts(accounts);
@@ -135,18 +134,19 @@ public class TransactionsViewController implements RouteSelectionListener {
 
         // If a transaction id is given in the route context, navigate to the page it's on and select it.
         if (context instanceof RouteContext ctx && ctx.selectedTransactionId != null) {
-            Profile.getCurrent().getDataSource().useRepoAsync(TransactionRepository.class, repo -> {
+            Profile.getCurrent().dataSource().useRepoAsync(
-                repo.findById(ctx.selectedTransactionId).ifPresent(tx -> {
+                    TransactionRepository.class,
+                    repo -> repo.findById(ctx.selectedTransactionId).ifPresent(tx -> {
                         long offset = repo.countAllAfter(tx.id);
                         int pageNumber = (int) (offset / paginationControls.getItemsPerPage()) + 1;
                         Platform.runLater(() -> {
-                        paginationControls.setPage(pageNumber).thenRun(() -> selectedTransaction.set(tx));
+                            paginationControls.setPage(pageNumber);
-                    });
+                            selectedTransaction.set(tx);
-                });
                         });
+                    })
+            );
         } else {
             paginationControls.setPage(1);
-            selectedTransaction.set(null);
         }
     }
 
@@ -161,7 +161,7 @@ public class TransactionsViewController implements RouteSelectionListener {
         File file = fileChooser.showSaveDialog(detailPanel.getScene().getWindow());
         if (file != null) {
             try (
-                    var repo = Profile.getCurrent().getDataSource().getTransactionRepository();
+                    var repo = Profile.getCurrent().dataSource().getTransactionRepository();
                     var out = new PrintWriter(file, StandardCharsets.UTF_8)
             ) {
                 out.println("id,utc-timestamp,amount,currency,description");
@@ -177,11 +177,42 @@ public class TransactionsViewController implements RouteSelectionListener {
                     ));
                 }
             } catch (Exception e) {
-                Popups.error("An error occurred: " + e.getMessage());
+                Popups.error(transactionsListBorderPane, e);
             }
         }
     }
 
+    private List<SearchFilter> getCurrentSearchFilters() {
+        List<SearchFilter> filters = new ArrayList<>();
+        if (searchField.getText() != null && !searchField.getText().isBlank()) {
+            var likeTerms = Arrays.stream(searchField.getText().strip().toLowerCase().split("\\s+"))
+                    .map(t -> '%'+t+'%')
+                    .toList();
+            var builder = new SearchFilter.Builder();
+            List<String> orClauses = new ArrayList<>(likeTerms.size());
+            for (var term : likeTerms) {
+                orClauses.add("LOWER(transaction.description) LIKE ? OR LOWER(sfv.name) LIKE ? OR LOWER(sfc.name) LIKE ?");
+                builder.withArg(term);
+                builder.withArg(term);
+                builder.withArg(term);
+            }
+            builder.where(String.join(" OR ", orClauses));
+            builder.withJoin("LEFT JOIN transaction_vendor sfv ON sfv.id = transaction.vendor_id");
+            builder.withJoin("LEFT JOIN transaction_category sfc ON sfc.id = transaction.category_id");
+            filters.add(builder.build());
+        }
+        if (filterByAccountComboBox.getValue() != null) {
+            Account filteredAccount = filterByAccountComboBox.getValue();
+            var filter = new SearchFilter.Builder()
+                    .where("fae.account_id = ?")
+                    .withArg(filteredAccount.id)
+                    .withJoin("LEFT JOIN account_entry fae ON fae.transaction_id = transaction.id")
+                    .build();
+            filters.add(filter);
+        }
+        return filters;
+    }
+
     private TransactionTile makeTile(Transaction transaction) {
         var tile = new TransactionTile(transaction);
         tile.setOnMouseClicked(event -> {

src/main/java/com/andrewlalis/perfin/control/VendorsViewController.java

@@ -0,0 +1,45 @@
+package com.andrewlalis.perfin.control;
+
+import com.andrewlalis.javafx_scene_router.RouteSelectionListener;
+import com.andrewlalis.perfin.data.TransactionVendorRepository;
+import com.andrewlalis.perfin.model.Profile;
+import com.andrewlalis.perfin.model.TransactionVendor;
+import com.andrewlalis.perfin.view.BindingUtil;
+import com.andrewlalis.perfin.view.component.VendorTile;
+import javafx.application.Platform;
+import javafx.collections.FXCollections;
+import javafx.collections.ObservableList;
+import javafx.fxml.FXML;
+import javafx.scene.layout.VBox;
+
+import java.util.List;
+
+import static com.andrewlalis.perfin.PerfinApp.router;
+
+public class VendorsViewController implements RouteSelectionListener {
+    @FXML public VBox vendorsVBox;
+    private final ObservableList<TransactionVendor> vendors = FXCollections.observableArrayList();
+
+    @FXML public void initialize() {
+        BindingUtil.mapContent(vendorsVBox.getChildren(), vendors, vendor -> new VendorTile(vendor, this::refreshVendors));
+    }
+
+    @Override
+    public void onRouteSelected(Object context) {
+        refreshVendors();
+    }
+
+    @FXML public void addVendor() {
+        router.navigate("edit-vendor");
+    }
+
+    private void refreshVendors() {
+        Profile.getCurrent().dataSource().useRepoAsync(TransactionVendorRepository.class, repo -> {
+            final List<TransactionVendor> vendors = repo.findAll();
+            Platform.runLater(() -> {
+                this.vendors.clear();
+                this.vendors.addAll(vendors);
+            });
+        });
+    }
+}

src/main/java/com/andrewlalis/perfin/data/AccountHistoryItemRepository.java

@@ -1,25 +0,0 @@
-package com.andrewlalis.perfin.data;
-
-import com.andrewlalis.perfin.data.util.DateUtil;
-import com.andrewlalis.perfin.model.AccountEntry;
-import com.andrewlalis.perfin.model.BalanceRecord;
-import com.andrewlalis.perfin.model.history.AccountHistoryItem;
-
-import java.time.LocalDateTime;
-import java.util.List;
-import java.util.Optional;
-
-public interface AccountHistoryItemRepository extends Repository, AutoCloseable {
-    void recordAccountEntry(LocalDateTime timestamp, long accountId, long entryId);
-    void recordBalanceRecord(LocalDateTime timestamp, long accountId, long recordId);
-    void recordText(LocalDateTime timestamp, long accountId, String text);
-    List<AccountHistoryItem> findMostRecentForAccount(long accountId, LocalDateTime utcTimestamp, int count);
-    default Optional<AccountHistoryItem> getMostRecentForAccount(long accountId) {
-        var items = findMostRecentForAccount(accountId, DateUtil.nowAsUTC(), 1);
-        if (items.isEmpty()) return Optional.empty();
-        return Optional.of(items.getFirst());
-    }
-    String getTextItem(long itemId);
-    AccountEntry getAccountEntryItem(long itemId);
-    BalanceRecord getBalanceRecordItem(long itemId);
-}

src/main/java/com/andrewlalis/perfin/data/DataSource.java

@@ -30,8 +30,10 @@ public interface DataSource {
     AccountRepository getAccountRepository();
     BalanceRecordRepository getBalanceRecordRepository();
     TransactionRepository getTransactionRepository();
+    TransactionVendorRepository getTransactionVendorRepository();
+    TransactionCategoryRepository getTransactionCategoryRepository();
     AttachmentRepository getAttachmentRepository();
-    AccountHistoryItemRepository getAccountHistoryItemRepository();
+    HistoryRepository getHistoryRepository();
 
     // Repository helper methods:
 
@@ -81,8 +83,10 @@ public interface DataSource {
                 AccountRepository.class, this::getAccountRepository,
                 BalanceRecordRepository.class, this::getBalanceRecordRepository,
                 TransactionRepository.class, this::getTransactionRepository,
+                TransactionVendorRepository.class, this::getTransactionVendorRepository,
+                TransactionCategoryRepository.class, this::getTransactionCategoryRepository,
                 AttachmentRepository.class, this::getAttachmentRepository,
-                AccountHistoryItemRepository.class, this::getAccountHistoryItemRepository
+                HistoryRepository.class, this::getHistoryRepository
         );
         return (Supplier<R>) repoSuppliers.get(type);
     }

src/main/java/com/andrewlalis/perfin/data/DataSourceFactory.java

@@ -0,0 +1,21 @@
+package com.andrewlalis.perfin.data;
+
+import java.io.IOException;
+
+/**
+ * Interface that defines the data source factory, a component responsible for
+ * obtaining a data source, and performing some introspection around that data
+ * source before one is obtained.
+ */
+public interface DataSourceFactory {
+    DataSource getDataSource(String profileName) throws ProfileLoadException;
+
+    enum SchemaStatus {
+        UP_TO_DATE,
+        NEEDS_MIGRATION,
+        INCOMPATIBLE
+    }
+    SchemaStatus getSchemaStatus(String profileName) throws IOException;
+
+    int getSchemaVersion(String profileName) throws IOException;
+}

src/main/java/com/andrewlalis/perfin/data/HistoryRepository.java

@@ -0,0 +1,28 @@
+package com.andrewlalis.perfin.data;
+
+import com.andrewlalis.perfin.data.pagination.Page;
+import com.andrewlalis.perfin.data.pagination.PageRequest;
+import com.andrewlalis.perfin.data.util.DateUtil;
+import com.andrewlalis.perfin.model.history.HistoryItem;
+import com.andrewlalis.perfin.model.history.HistoryTextItem;
+
+import java.time.LocalDateTime;
+import java.time.ZoneOffset;
+import java.util.List;
+
+public interface HistoryRepository extends Repository, AutoCloseable {
+    long getOrCreateHistoryForAccount(long accountId);
+    long getOrCreateHistoryForTransaction(long transactionId);
+    void deleteHistoryForAccount(long accountId);
+    void deleteHistoryForTransaction(long transactionId);
+
+    HistoryTextItem addTextItem(long historyId, LocalDateTime utcTimestamp, String description);
+    default HistoryTextItem addTextItem(long historyId, String description) {
+        return addTextItem(historyId, DateUtil.nowAsUTC(), description);
+    }
+    Page<HistoryItem> getItems(long historyId, PageRequest pagination);
+    List<HistoryItem> getNItemsBefore(long historyId, int n, LocalDateTime timestamp);
+    default List<HistoryItem> getNItemsBeforeNow(long historyId, int n) {
+        return getNItemsBefore(historyId, n, LocalDateTime.now(ZoneOffset.UTC));
+    }
+}

src/main/java/com/andrewlalis/perfin/data/TransactionCategoryRepository.java

@@ -0,0 +1,21 @@
+package com.andrewlalis.perfin.data;
+
+import com.andrewlalis.perfin.model.TransactionCategory;
+import javafx.scene.paint.Color;
+
+import java.util.List;
+import java.util.Optional;
+
+public interface TransactionCategoryRepository extends Repository, AutoCloseable {
+    Optional<TransactionCategory> findById(long id);
+    Optional<TransactionCategory> findByName(String name);
+    List<TransactionCategory> findAllBaseCategories();
+    List<TransactionCategory> findAll();
+    long insert(long parentId, String name, Color color);
+    long insert(String name, Color color);
+    void update(long id, String name, Color color);
+    void deleteById(long id);
+
+    record CategoryTreeNode(TransactionCategory category, List<CategoryTreeNode> children){}
+    List<CategoryTreeNode> findTree();
+}

src/main/java/com/andrewlalis/perfin/data/TransactionRepository.java

@@ -21,6 +21,9 @@ public interface TransactionRepository extends Repository, AutoCloseable {
             Currency currency,
             String description,
             CreditAndDebitAccounts linkedAccounts,
+            String vendor,
+            String category,
+            Set<String> tags,
             List<Path> attachments
     );
     Optional<Transaction> findById(long id);
@@ -31,6 +34,10 @@ public interface TransactionRepository extends Repository, AutoCloseable {
     Page<Transaction> findAllByAccounts(Set<Long> accountIds, PageRequest pagination);
     CreditAndDebitAccounts findLinkedAccounts(long transactionId);
     List<Attachment> findAttachments(long transactionId);
+    List<String> findTags(long transactionId);
+    List<String> findAllTags();
+    void deleteTag(String name);
+    long countTagUsages(String name);
     void delete(long transactionId);
     void update(
             long id,
@@ -39,6 +46,9 @@ public interface TransactionRepository extends Repository, AutoCloseable {
             Currency currency,
             String description,
             CreditAndDebitAccounts linkedAccounts,
+            String vendor,
+            String category,
+            Set<String> tags,
             List<Attachment> existingAttachments,
             List<Path> newAttachmentPaths
     );

src/main/java/com/andrewlalis/perfin/data/TransactionVendorRepository.java

@@ -0,0 +1,16 @@
+package com.andrewlalis.perfin.data;
+
+import com.andrewlalis.perfin.model.TransactionVendor;
+
+import java.util.List;
+import java.util.Optional;
+
+public interface TransactionVendorRepository extends Repository, AutoCloseable {
+    Optional<TransactionVendor> findById(long id);
+    Optional<TransactionVendor> findByName(String name);
+    List<TransactionVendor> findAll();
+    long insert(String name, String description);
+    long insert(String name);
+    void update(long id, String name, String description);
+    void deleteById(long id);
+}

src/main/java/com/andrewlalis/perfin/data/impl/JdbcAccountEntryRepository.java

@@ -1,7 +1,7 @@
 package com.andrewlalis.perfin.data.impl;
 
 import com.andrewlalis.perfin.data.AccountEntryRepository;
-import com.andrewlalis.perfin.data.AccountHistoryItemRepository;
+import com.andrewlalis.perfin.data.HistoryRepository;
 import com.andrewlalis.perfin.data.util.DbUtil;
 import com.andrewlalis.perfin.model.AccountEntry;
 
@@ -31,8 +31,9 @@ public record JdbcAccountEntryRepository(Connection conn) implements AccountEntr
                 )
         );
         // Insert an entry into the account's history.
-        AccountHistoryItemRepository historyRepo = new JdbcAccountHistoryItemRepository(conn);
+        HistoryRepository historyRepo = new JdbcHistoryRepository(conn);
-        historyRepo.recordAccountEntry(timestamp, accountId, entryId);
+        long historyId = historyRepo.getOrCreateHistoryForAccount(accountId);
+        historyRepo.addTextItem(historyId, timestamp, "Entry #" + entryId + " added as a " + type.name() + " from Transaction #" + transactionId + ".");
         return entryId;
     }
 

src/main/java/com/andrewlalis/perfin/data/impl/JdbcAccountHistoryItemRepository.java

@@ -1,120 +0,0 @@
-package com.andrewlalis.perfin.data.impl;
-
-import com.andrewlalis.perfin.data.AccountHistoryItemRepository;
-import com.andrewlalis.perfin.data.util.DbUtil;
-import com.andrewlalis.perfin.model.AccountEntry;
-import com.andrewlalis.perfin.model.BalanceRecord;
-import com.andrewlalis.perfin.model.history.AccountHistoryItem;
-import com.andrewlalis.perfin.model.history.AccountHistoryItemType;
-
-import java.sql.Connection;
-import java.sql.ResultSet;
-import java.sql.SQLException;
-import java.time.LocalDateTime;
-import java.util.List;
-
-public record JdbcAccountHistoryItemRepository(Connection conn) implements AccountHistoryItemRepository {
-    @Override
-    public void recordAccountEntry(LocalDateTime timestamp, long accountId, long entryId) {
-        long itemId = insertHistoryItem(timestamp, accountId, AccountHistoryItemType.ACCOUNT_ENTRY);
-        DbUtil.insertOne(
-                conn,
-                "INSERT INTO account_history_item_account_entry (item_id, entry_id) VALUES (?, ?)",
-                List.of(itemId, entryId)
-        );
-    }
-
-    @Override
-    public void recordBalanceRecord(LocalDateTime timestamp, long accountId, long recordId) {
-        long itemId = insertHistoryItem(timestamp, accountId, AccountHistoryItemType.BALANCE_RECORD);
-        DbUtil.insertOne(
-                conn,
-                "INSERT INTO account_history_item_balance_record (item_id, record_id) VALUES (?, ?)",
-                List.of(itemId, recordId)
-        );
-    }
-
-    @Override
-    public void recordText(LocalDateTime timestamp, long accountId, String text) {
-        long itemId = insertHistoryItem(timestamp, accountId, AccountHistoryItemType.TEXT);
-        DbUtil.insertOne(
-                conn,
-                "INSERT INTO account_history_item_text (item_id, description) VALUES (?, ?)",
-                List.of(itemId, text)
-        );
-    }
-
-    @Override
-    public List<AccountHistoryItem> findMostRecentForAccount(long accountId, LocalDateTime utcTimestamp, int count) {
-        return DbUtil.findAll(
-                conn,
-                "SELECT * FROM account_history_item WHERE account_id = ? AND timestamp < ? ORDER BY timestamp DESC LIMIT " + count,
-                List.of(accountId, DbUtil.timestampFromUtcLDT(utcTimestamp)),
-                JdbcAccountHistoryItemRepository::parseHistoryItem
-        );
-    }
-
-    @Override
-    public String getTextItem(long itemId) {
-        return DbUtil.findOne(
-                conn,
-                "SELECT description FROM account_history_item_text WHERE item_id = ?",
-                List.of(itemId),
-                rs -> rs.getString(1)
-        ).orElse(null);
-    }
-
-    @Override
-    public AccountEntry getAccountEntryItem(long itemId) {
-        return DbUtil.findOne(
-                conn,
-                """
-                        SELECT *
-                        FROM account_entry
-                        LEFT JOIN account_history_item_account_entry h ON h.entry_id = account_entry.id
-                        WHERE h.item_id = ?""",
-                List.of(itemId),
-                JdbcAccountEntryRepository::parse
-        ).orElse(null);
-    }
-
-    @Override
-    public BalanceRecord getBalanceRecordItem(long itemId) {
-        return DbUtil.findOne(
-                conn,
-                """
-                        SELECT *
-                        FROM balance_record
-                        LEFT JOIN account_history_item_balance_record h ON h.record_id = balance_record.id
-                        WHERE h.item_id = ?""",
-                List.of(itemId),
-                JdbcBalanceRecordRepository::parse
-        ).orElse(null);
-    }
-
-    @Override
-    public void close() throws Exception {
-        conn.close();
-    }
-
-    public static AccountHistoryItem parseHistoryItem(ResultSet rs) throws SQLException {
-        return new AccountHistoryItem(
-                rs.getLong("id"),
-                DbUtil.utcLDTFromTimestamp(rs.getTimestamp("timestamp")),
-                rs.getLong("account_id"),
-                AccountHistoryItemType.valueOf(rs.getString("type"))
-        );
-    }
-
-    private long insertHistoryItem(LocalDateTime timestamp, long accountId, AccountHistoryItemType type) {
-        return DbUtil.insertOne(
-                conn,
-                "INSERT INTO account_history_item (timestamp, account_id, type) VALUES (?, ?, ?)",
-                List.of(
-                        DbUtil.timestampFromUtcLDT(timestamp),
-                        accountId,
-                        type.name()
-                )
-        );
-    }
-}

src/main/java/com/andrewlalis/perfin/data/impl/JdbcAccountRepository.java

@@ -1,12 +1,8 @@
 package com.andrewlalis.perfin.data.impl;
 
-import com.andrewlalis.perfin.data.AccountEntryRepository;
+import com.andrewlalis.perfin.data.*;
-import com.andrewlalis.perfin.data.AccountRepository;
-import com.andrewlalis.perfin.data.BalanceRecordRepository;
-import com.andrewlalis.perfin.data.EntityNotFoundException;
 import com.andrewlalis.perfin.data.pagination.Page;
 import com.andrewlalis.perfin.data.pagination.PageRequest;
-import com.andrewlalis.perfin.data.util.DateUtil;
 import com.andrewlalis.perfin.data.util.DbUtil;
 import com.andrewlalis.perfin.model.Account;
 import com.andrewlalis.perfin.model.AccountEntry;
@@ -43,8 +39,9 @@ public record JdbcAccountRepository(Connection conn, Path contentDir) implements
                     )
             );
             // Insert a history item indicating the creation of the account.
-            var historyRepo = new JdbcAccountHistoryItemRepository(conn);
+            HistoryRepository historyRepo = new JdbcHistoryRepository(conn);
-            historyRepo.recordText(DateUtil.nowAsUTC(), accountId, "Account added to your Perfin profile.");
+            long historyId = historyRepo.getOrCreateHistoryForAccount(accountId);
+            historyRepo.addTextItem(historyId, "Account added to your Perfin profile.");
             return accountId;
         });
     }
@@ -59,11 +56,12 @@ public record JdbcAccountRepository(Connection conn, Path contentDir) implements
         return DbUtil.findAll(
                 conn,
                 """
-                SELECT DISTINCT ON (account.id) account.*, ahi.timestamp AS _
+                SELECT DISTINCT ON (account.id) account.*, hi.timestamp AS _
                 FROM account
-                LEFT OUTER JOIN account_history_item ahi ON ahi.account_id = account.id
+                LEFT OUTER JOIN history_account ha ON ha.account_id = account.id
+                LEFT OUTER JOIN history_item hi ON hi.history_id = ha.history_id
                 WHERE NOT account.archived
-                ORDER BY ahi.timestamp DESC, account.created_at DESC""",
+                ORDER BY hi.timestamp DESC, account.created_at DESC""",
                 JdbcAccountRepository::parseAccount
         );
     }
@@ -160,7 +158,9 @@ public record JdbcAccountRepository(Connection conn, Path contentDir) implements
     public void archive(long accountId) {
         DbUtil.doTransaction(conn, () -> {
             DbUtil.updateOne(conn, "UPDATE account SET archived = TRUE WHERE id = ?", List.of(accountId));
-            new JdbcAccountHistoryItemRepository(conn).recordText(DateUtil.nowAsUTC(), accountId, "Account has been archived.");
+            HistoryRepository historyRepo = new JdbcHistoryRepository(conn);
+            long historyId = historyRepo.getOrCreateHistoryForAccount(accountId);
+            historyRepo.addTextItem(historyId, "Account has been archived.");
         });
     }
 
@@ -168,7 +168,9 @@ public record JdbcAccountRepository(Connection conn, Path contentDir) implements
     public void unarchive(long accountId) {
         DbUtil.doTransaction(conn, () -> {
             DbUtil.updateOne(conn, "UPDATE account SET archived = FALSE WHERE id = ?", List.of(accountId));
-            new JdbcAccountHistoryItemRepository(conn).recordText(DateUtil.nowAsUTC(), accountId, "Account has been unarchived.");
+            HistoryRepository historyRepo = new JdbcHistoryRepository(conn);
+            long historyId = historyRepo.getOrCreateHistoryForAccount(accountId);
+            historyRepo.addTextItem(historyId, "Account has been unarchived.");
         });
     }
 

src/main/java/com/andrewlalis/perfin/data/impl/JdbcBalanceRecordRepository.java

@@ -1,11 +1,13 @@
 package com.andrewlalis.perfin.data.impl;
 
-import com.andrewlalis.perfin.data.AccountHistoryItemRepository;
 import com.andrewlalis.perfin.data.AttachmentRepository;
 import com.andrewlalis.perfin.data.BalanceRecordRepository;
+import com.andrewlalis.perfin.data.HistoryRepository;
+import com.andrewlalis.perfin.data.util.CurrencyUtil;
 import com.andrewlalis.perfin.data.util.DbUtil;
 import com.andrewlalis.perfin.model.Attachment;
 import com.andrewlalis.perfin.model.BalanceRecord;
+import com.andrewlalis.perfin.model.MoneyValue;
 
 import java.math.BigDecimal;
 import java.nio.file.Path;
@@ -36,8 +38,9 @@ public record JdbcBalanceRecordRepository(Connection conn, Path contentDir) impl
                 }
             }
             // Add a history item entry.
-            AccountHistoryItemRepository historyRepo = new JdbcAccountHistoryItemRepository(conn);
+            HistoryRepository historyRepo = new JdbcHistoryRepository(conn);
-            historyRepo.recordBalanceRecord(utcTimestamp, accountId, recordId);
+            long historyId = historyRepo.getOrCreateHistoryForAccount(accountId);
+            historyRepo.addTextItem(historyId, utcTimestamp, "Balance Record #" + recordId + " added with a value of " + CurrencyUtil.formatMoneyWithCurrencyPrefix(new MoneyValue(balance, currency)));
             return recordId;
         });
     }

src/main/java/com/andrewlalis/perfin/data/impl/JdbcDataSource.java

@@ -49,13 +49,23 @@ public class JdbcDataSource implements DataSource {
         return new JdbcTransactionRepository(getConnection(), contentDir);
     }
 
+    @Override
+    public TransactionVendorRepository getTransactionVendorRepository() {
+        return new JdbcTransactionVendorRepository(getConnection());
+    }
+
+    @Override
+    public TransactionCategoryRepository getTransactionCategoryRepository() {
+        return new JdbcTransactionCategoryRepository(getConnection());
+    }
+
     @Override
     public AttachmentRepository getAttachmentRepository() {
         return new JdbcAttachmentRepository(getConnection(), contentDir);
     }
 
     @Override
-    public AccountHistoryItemRepository getAccountHistoryItemRepository() {
+    public HistoryRepository getHistoryRepository() {
-        return new JdbcAccountHistoryItemRepository(getConnection());
+        return new JdbcHistoryRepository(getConnection());
     }
 }

src/main/java/com/andrewlalis/perfin/data/impl/JdbcDataSourceFactory.java

@@ -1,11 +1,16 @@
 package com.andrewlalis.perfin.data.impl;
 
 import com.andrewlalis.perfin.data.DataSource;
+import com.andrewlalis.perfin.data.DataSourceFactory;
 import com.andrewlalis.perfin.data.ProfileLoadException;
 import com.andrewlalis.perfin.data.impl.migration.Migration;
 import com.andrewlalis.perfin.data.impl.migration.Migrations;
+import com.andrewlalis.perfin.data.util.DbUtil;
 import com.andrewlalis.perfin.data.util.FileUtil;
 import com.andrewlalis.perfin.model.Profile;
+import com.fasterxml.jackson.databind.JsonNode;
+import com.fasterxml.jackson.databind.ObjectMapper;
+import com.fasterxml.jackson.databind.node.ArrayNode;
 import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
 
@@ -14,16 +19,14 @@ import java.io.InputStream;
 import java.nio.charset.StandardCharsets;
 import java.nio.file.Files;
 import java.nio.file.Path;
-import java.sql.Connection;
+import java.sql.*;
-import java.sql.SQLException;
-import java.sql.Statement;
 import java.util.Arrays;
 import java.util.List;
 
 /**
  * Component that's responsible for obtaining a JDBC data source for a profile.
  */
-public class JdbcDataSourceFactory {
+public class JdbcDataSourceFactory implements DataSourceFactory {
     private static final Logger log = LoggerFactory.getLogger(JdbcDataSourceFactory.class);
 
     /**
@@ -32,7 +35,7 @@ public class JdbcDataSourceFactory {
      * the profile has a newer schema version, we'll exit and prompt the user
      * to update their app.
      */
-    public static final int SCHEMA_VERSION = 1;
+    public static final int SCHEMA_VERSION = 3;
 
     public DataSource getDataSource(String profileName) throws ProfileLoadException {
         final boolean dbExists = Files.exists(getDatabaseFile(profileName));
@@ -59,6 +62,13 @@ public class JdbcDataSourceFactory {
         return new JdbcDataSource(getJdbcUrl(profileName), Profile.getContentDir(profileName));
     }
 
+    public SchemaStatus getSchemaStatus(String profileName) throws IOException {
+        int existingSchemaVersion = getSchemaVersion(profileName);
+        if (existingSchemaVersion == SCHEMA_VERSION) return SchemaStatus.UP_TO_DATE;
+        if (existingSchemaVersion < SCHEMA_VERSION) return SchemaStatus.NEEDS_MIGRATION;
+        return SchemaStatus.INCOMPATIBLE;
+    }
+
     private void createNewDatabase(String profileName) throws ProfileLoadException {
         log.info("Creating new database for profile {}.", profileName);
         JdbcDataSource dataSource = new JdbcDataSource(getJdbcUrl(profileName), Profile.getContentDir(profileName));
@@ -69,6 +79,7 @@ public class JdbcDataSourceFactory {
             if (in == null) throw new IOException("Could not load database schema SQL file.");
             String schemaStr = new String(in.readAllBytes(), StandardCharsets.UTF_8);
             executeSqlScript(schemaStr, conn);
+            insertDefaultData(conn);
             try {
                 writeCurrentSchemaVersion(profileName);
             } catch (IOException e) {
@@ -89,6 +100,53 @@ public class JdbcDataSourceFactory {
         }
     }
 
+    /**
+     * Inserts all default data into the database, using static content found in
+     * various locations on the classpath.
+     * @param conn The connection to use to insert data.
+     * @throws IOException If resources couldn't be read.
+     * @throws SQLException If SQL fails.
+     */
+    public void insertDefaultData(Connection conn) throws IOException, SQLException {
+        insertDefaultCategories(conn);
+    }
+
+    public void insertDefaultCategories(Connection conn) throws IOException, SQLException {
+        try (
+                var categoriesIn = JdbcDataSourceFactory.class.getResourceAsStream("/sql/data/default-categories.json");
+                var stmt = conn.prepareStatement(
+                        "INSERT INTO transaction_category (parent_id, name, color) VALUES (?, ?, ?)",
+                        Statement.RETURN_GENERATED_KEYS
+                )
+        ) {
+            if (categoriesIn == null) throw new IOException("Couldn't load default categories file.");
+            ObjectMapper mapper = new ObjectMapper();
+            ArrayNode categoriesArray = mapper.readValue(categoriesIn, ArrayNode.class);
+            insertCategoriesRecursive(stmt, categoriesArray, null, "#FFFFFF");
+        }
+    }
+
+    private void insertCategoriesRecursive(PreparedStatement stmt, ArrayNode categoriesArray, Long parentId, String parentColorHex) throws SQLException {
+        for (JsonNode obj : categoriesArray) {
+            String name = obj.get("name").asText();
+            String colorHex = parentColorHex;
+            if (obj.hasNonNull("color")) colorHex = obj.get("color").asText(parentColorHex);
+            if (parentId == null) {
+                stmt.setNull(1, Types.BIGINT);
+            } else {
+                stmt.setLong(1, parentId);
+            }
+            stmt.setString(2, name);
+            stmt.setString(3, colorHex.substring(1));
+            int result = stmt.executeUpdate();
+            if (result != 1) throw new SQLException("Failed to insert category.");
+            long id = DbUtil.getGeneratedId(stmt);
+            if (obj.hasNonNull("children") && obj.get("children").isArray()) {
+                insertCategoriesRecursive(stmt, obj.withArray("children"), id, colorHex);
+            }
+        }
+    }
+
     private boolean testConnection(JdbcDataSource dataSource) {
         try (var conn = dataSource.getConnection(); var stmt = conn.createStatement()) {
             return stmt.execute("SELECT 1;");
@@ -168,7 +226,7 @@ public class JdbcDataSourceFactory {
         return Profile.getDir(profileName).resolve(".jdbc-schema-version.txt");
     }
 
-    private static int getSchemaVersion(String profileName) throws IOException {
+    public int getSchemaVersion(String profileName) throws IOException {
         if (Files.exists(getSchemaVersionFile(profileName))) {
             try {
                 return Integer.parseInt(Files.readString(getSchemaVersionFile(profileName)).strip());

src/main/java/com/andrewlalis/perfin/data/impl/JdbcHistoryRepository.java

@@ -0,0 +1,125 @@
+package com.andrewlalis.perfin.data.impl;
+
+import com.andrewlalis.perfin.data.HistoryRepository;
+import com.andrewlalis.perfin.data.pagination.Page;
+import com.andrewlalis.perfin.data.pagination.PageRequest;
+import com.andrewlalis.perfin.data.util.DateUtil;
+import com.andrewlalis.perfin.data.util.DbUtil;
+import com.andrewlalis.perfin.model.history.HistoryItem;
+import com.andrewlalis.perfin.model.history.HistoryTextItem;
+
+import java.sql.Connection;
+import java.sql.ResultSet;
+import java.sql.SQLException;
+import java.time.LocalDateTime;
+import java.util.List;
+
+public record JdbcHistoryRepository(Connection conn) implements HistoryRepository {
+    @Override
+    public long getOrCreateHistoryForAccount(long accountId) {
+        return getOrCreateHistoryForEntity(accountId, "history_account", "account_id");
+    }
+
+    @Override
+    public long getOrCreateHistoryForTransaction(long transactionId) {
+        return getOrCreateHistoryForEntity(transactionId, "history_transaction", "transaction_id");
+    }
+
+    private long getOrCreateHistoryForEntity(long entityId, String joinTableName, String joinColumn) {
+        String selectQuery = "SELECT history_id FROM " + joinTableName + " WHERE " + joinColumn + " = ?";
+        var optionalHistoryId = DbUtil.findById(conn, selectQuery, entityId, rs -> rs.getLong(1));
+        if (optionalHistoryId.isPresent()) return optionalHistoryId.get();
+        long historyId = DbUtil.insertOne(conn, "INSERT INTO history () VALUES ()");
+        String insertQuery = "INSERT INTO " + joinTableName + " (" + joinColumn + ", history_id) VALUES (?, ?)";
+        DbUtil.updateOne(conn, insertQuery, entityId, historyId);
+        return historyId;
+    }
+
+    @Override
+    public void deleteHistoryForAccount(long accountId) {
+        deleteHistoryForEntity(accountId, "history_account", "account_id");
+    }
+
+    @Override
+    public void deleteHistoryForTransaction(long transactionId) {
+        deleteHistoryForEntity(transactionId, "history_transaction", "transaction_id");
+    }
+
+    private void deleteHistoryForEntity(long entityId, String joinTableName, String joinColumn) {
+        String selectQuery = "SELECT history_id FROM " + joinTableName + " WHERE " + joinColumn + " = ?";
+        var optionalHistoryId = DbUtil.findById(conn, selectQuery, entityId, rs -> rs.getLong(1));
+        if (optionalHistoryId.isPresent()) {
+            long historyId = optionalHistoryId.get();
+            DbUtil.updateOne(conn, "DELETE FROM history WHERE id = ?", historyId);
+        }
+    }
+
+    @Override
+    public HistoryTextItem addTextItem(long historyId, LocalDateTime utcTimestamp, String description) {
+        long itemId = insertHistoryItem(historyId, utcTimestamp, HistoryItem.TYPE_TEXT);
+        DbUtil.updateOne(
+                conn,
+                "INSERT INTO history_item_text (id, description) VALUES (?, ?)",
+                itemId,
+                description
+        );
+        return new HistoryTextItem(itemId, historyId, utcTimestamp, description);
+    }
+
+    private long insertHistoryItem(long historyId, LocalDateTime timestamp, String type) {
+        return DbUtil.insertOne(
+                conn,
+                "INSERT INTO history_item (history_id, timestamp, type) VALUES (?, ?, ?)",
+                historyId,
+                DbUtil.timestampFromUtcLDT(timestamp),
+                type
+        );
+    }
+
+    @Override
+    public Page<HistoryItem> getItems(long historyId, PageRequest pagination) {
+        return DbUtil.findAll(
+                conn,
+                "SELECT * FROM history_item WHERE history_id = ?",
+                pagination,
+                List.of(historyId),
+                JdbcHistoryRepository::parseItem
+        );
+    }
+
+    @Override
+    public List<HistoryItem> getNItemsBefore(long historyId, int n, LocalDateTime timestamp) {
+        return DbUtil.findAll(
+                conn,
+                """
+                        SELECT *
+                        FROM history_item
+                        WHERE history_id = ? AND timestamp <= ?
+                        ORDER BY timestamp DESC""",
+                List.of(historyId, DbUtil.timestampFromUtcLDT(timestamp)),
+                JdbcHistoryRepository::parseItem
+        );
+    }
+
+    @Override
+    public void close() throws Exception {
+        conn.close();
+    }
+
+    public static HistoryItem parseItem(ResultSet rs) throws SQLException {
+        long id = rs.getLong(1);
+        long historyId = rs.getLong(2);
+        LocalDateTime timestamp = DbUtil.utcLDTFromTimestamp(rs.getTimestamp(3));
+        String type = rs.getString(4);
+        if (type.equalsIgnoreCase(HistoryItem.TYPE_TEXT)) {
+            String description = DbUtil.findOne(
+                    rs.getStatement().getConnection(),
+                    "SELECT description FROM history_item_text WHERE id = ?",
+                    List.of(id),
+                    r -> r.getString(1)
+            ).orElseThrow();
+            return new HistoryTextItem(id, historyId, timestamp, description);
+        }
+        throw new SQLException("Unknown history item type: " + type);
+    }
+}

src/main/java/com/andrewlalis/perfin/data/impl/JdbcTransactionCategoryRepository.java

@@ -0,0 +1,142 @@
+package com.andrewlalis.perfin.data.impl;
+
+import com.andrewlalis.perfin.data.TransactionCategoryRepository;
+import com.andrewlalis.perfin.data.util.ColorUtil;
+import com.andrewlalis.perfin.data.util.DbUtil;
+import com.andrewlalis.perfin.model.TransactionCategory;
+import javafx.scene.paint.Color;
+
+import java.sql.Connection;
+import java.sql.ResultSet;
+import java.sql.SQLException;
+import java.util.ArrayList;
+import java.util.List;
+import java.util.Optional;
+
+public record JdbcTransactionCategoryRepository(Connection conn) implements TransactionCategoryRepository {
+    @Override
+    public Optional<TransactionCategory> findById(long id) {
+        return DbUtil.findById(
+                conn,
+                "SELECT * FROM transaction_category WHERE id = ?",
+                id,
+                JdbcTransactionCategoryRepository::parseCategory
+        );
+    }
+
+    @Override
+    public Optional<TransactionCategory> findByName(String name) {
+        return DbUtil.findOne(
+                conn,
+                "SELECT * FROM transaction_category WHERE name = ?",
+                List.of(name),
+                JdbcTransactionCategoryRepository::parseCategory
+        );
+    }
+
+    @Override
+    public List<TransactionCategory> findAllBaseCategories() {
+        return DbUtil.findAll(
+                conn,
+                "SELECT * FROM transaction_category WHERE parent_id IS NULL ORDER BY name ASC",
+                JdbcTransactionCategoryRepository::parseCategory
+        );
+    }
+
+    @Override
+    public List<TransactionCategory> findAll() {
+        return DbUtil.findAll(
+                conn,
+                "SELECT * FROM transaction_category ORDER BY parent_id ASC, name ASC",
+                JdbcTransactionCategoryRepository::parseCategory
+        );
+    }
+
+    @Override
+    public long insert(long parentId, String name, Color color) {
+        return DbUtil.insertOne(
+                conn,
+                "INSERT INTO transaction_category (parent_id, name, color) VALUES (?, ?, ?)",
+                List.of(parentId, name, ColorUtil.toHex(color))
+        );
+    }
+
+    @Override
+    public long insert(String name, Color color) {
+        return DbUtil.insertOne(
+                conn,
+                "INSERT INTO transaction_category (name, color) VALUES (?, ?)",
+                List.of(name, ColorUtil.toHex(color))
+        );
+    }
+
+    @Override
+    public void update(long id, String name, Color color) {
+        DbUtil.doTransaction(conn, () -> {
+            TransactionCategory category = findById(id).orElseThrow();
+            if (!category.getName().equals(name)) {
+                DbUtil.updateOne(
+                        conn,
+                        "UPDATE transaction_category SET name = ? WHERE id = ?",
+                        name,
+                        id
+                );
+            }
+            if (!category.getColor().equals(color)) {
+                DbUtil.updateOne(
+                        conn,
+                        "UPDATE transaction_category SET color = ? WHERE id = ?",
+                        ColorUtil.toHex(color),
+                        id
+                );
+            }
+        });
+    }
+
+    @Override
+    public void deleteById(long id) {
+        DbUtil.updateOne(conn, "DELETE FROM transaction_category WHERE id = ?", id);
+    }
+
+    @Override
+    public List<CategoryTreeNode> findTree() {
+        List<TransactionCategory> rootCategories = DbUtil.findAll(
+                conn,
+                "SELECT * FROM transaction_category WHERE parent_id IS NULL ORDER BY name ASC",
+                JdbcTransactionCategoryRepository::parseCategory
+        );
+        List<CategoryTreeNode> rootNodes = new ArrayList<>(rootCategories.size());
+        for (var category : rootCategories) {
+            rootNodes.add(findTreeRecursive(category));
+        }
+        return rootNodes;
+    }
+
+    private CategoryTreeNode findTreeRecursive(TransactionCategory root) {
+        CategoryTreeNode node = new CategoryTreeNode(root, new ArrayList<>());
+        List<TransactionCategory> childCategories = DbUtil.findAll(
+                conn,
+                "SELECT * FROM transaction_category WHERE parent_id = ? ORDER BY name ASC",
+                List.of(root.id),
+                JdbcTransactionCategoryRepository::parseCategory
+        );
+        for (var childCategory : childCategories) {
+            node.children().add(findTreeRecursive(childCategory));
+        }
+        return node;
+    }
+
+    @Override
+    public void close() throws Exception {
+        conn.close();
+    }
+
+    public static TransactionCategory parseCategory(ResultSet rs) throws SQLException {
+        return new TransactionCategory(
+                rs.getLong("id"),
+                rs.getObject("parent_id", Long.class),
+                rs.getString("name"),
+                Color.valueOf("#" + rs.getString("color"))
+        );
+    }
+}

src/main/java/com/andrewlalis/perfin/data/impl/JdbcTransactionRepository.java

@@ -2,20 +2,21 @@ package com.andrewlalis.perfin.data.impl;
 
 import com.andrewlalis.perfin.data.AccountEntryRepository;
 import com.andrewlalis.perfin.data.AttachmentRepository;
+import com.andrewlalis.perfin.data.HistoryRepository;
 import com.andrewlalis.perfin.data.TransactionRepository;
 import com.andrewlalis.perfin.data.pagination.Page;
 import com.andrewlalis.perfin.data.pagination.PageRequest;
 import com.andrewlalis.perfin.data.util.CurrencyUtil;
 import com.andrewlalis.perfin.data.util.DateUtil;
 import com.andrewlalis.perfin.data.util.DbUtil;
+import com.andrewlalis.perfin.data.util.UncheckedSqlException;
 import com.andrewlalis.perfin.model.*;
+import javafx.scene.paint.Color;
 
 import java.math.BigDecimal;
 import java.math.RoundingMode;
 import java.nio.file.Path;
-import java.sql.Connection;
+import java.sql.*;
-import java.sql.ResultSet;
-import java.sql.SQLException;
 import java.time.LocalDateTime;
 import java.util.*;
 import java.util.stream.Collectors;
@@ -28,29 +29,104 @@ public record JdbcTransactionRepository(Connection conn, Path contentDir) implem
             Currency currency,
             String description,
             CreditAndDebitAccounts linkedAccounts,
+            String vendor,
+            String category,
+            Set<String> tags,
             List<Path> attachments
     ) {
         return DbUtil.doTransaction(conn, () -> {
-            // 1. Insert the transaction.
+            Long vendorId = null;
-            long txId = DbUtil.insertOne(
+            if (vendor != null && !vendor.isBlank()) {
-                    conn,
+                vendorId = getOrCreateVendorId(vendor.strip());
-                    "INSERT INTO transaction (timestamp, amount, currency, description) VALUES (?, ?, ?, ?)",
+            }
-                    List.of(DbUtil.timestampFromUtcLDT(utcTimestamp), amount, currency.getCurrencyCode(), description)
+            Long categoryId = null;
-            );
+            if (category != null && !category.isBlank()) {
-            // 2. Insert linked account entries.
+                categoryId = getOrCreateCategoryId(category.strip());
+            }
+            // Insert the transaction, using a custom JDBC statement to deal with nullables.
+            long txId;
+            try (var stmt = conn.prepareStatement(
+                    "INSERT INTO transaction (timestamp, amount, currency, description, vendor_id, category_id) VALUES (?, ?, ?, ?, ?, ?)",
+                    Statement.RETURN_GENERATED_KEYS
+            )) {
+                stmt.setTimestamp(1, DbUtil.timestampFromUtcLDT(utcTimestamp));
+                stmt.setBigDecimal(2, amount);
+                stmt.setString(3, currency.getCurrencyCode());
+                if (description != null && !description.isBlank()) {
+                    stmt.setString(4, description.strip());
+                } else {
+                    stmt.setNull(4, Types.VARCHAR);
+                }
+                if (vendorId != null) {
+                    stmt.setLong(5, vendorId);
+                } else {
+                    stmt.setNull(5, Types.BIGINT);
+                }
+                if (categoryId != null) {
+                    stmt.setLong(6, categoryId);
+                } else {
+                    stmt.setNull(6, Types.BIGINT);
+                }
+                int result = stmt.executeUpdate();
+                if (result != 1) throw new UncheckedSqlException("Transaction insert returned " + result);
+                var rs = stmt.getGeneratedKeys();
+                if (!rs.next()) throw new UncheckedSqlException("Transaction insert didn't generate any keys.");
+                txId = rs.getLong(1);
+            }
+            // Insert linked account entries.
             AccountEntryRepository accountEntryRepository = new JdbcAccountEntryRepository(conn);
             linkedAccounts.ifDebit(acc -> accountEntryRepository.insert(utcTimestamp, acc.id, txId, amount, AccountEntry.Type.DEBIT, currency));
             linkedAccounts.ifCredit(acc -> accountEntryRepository.insert(utcTimestamp, acc.id, txId, amount, AccountEntry.Type.CREDIT, currency));
-            // 3. Add attachments.
+            // Add attachments.
             AttachmentRepository attachmentRepo = new JdbcAttachmentRepository(conn, contentDir);
             for (Path attachmentPath : attachments) {
                 Attachment attachment = attachmentRepo.insert(attachmentPath);
                 insertAttachmentLink(txId, attachment.id);
             }
+            // Add tags.
+            for (String tag : tags) {
+                try (var stmt = conn.prepareStatement("INSERT INTO transaction_tag_join (transaction_id, tag_id) VALUES (?, ?)")) {
+                    long tagId = getOrCreateTagId(tag.toLowerCase().strip());
+                    stmt.setLong(1, txId);
+                    stmt.setLong(2, tagId);
+                    stmt.executeUpdate();
+                }
+
+            }
             return txId;
         });
     }
 
+    private long getOrCreateVendorId(String name) {
+        var repo = new JdbcTransactionVendorRepository(conn);
+        TransactionVendor vendor = repo.findByName(name).orElse(null);
+        if (vendor != null) {
+            return vendor.id;
+        }
+        return repo.insert(name);
+    }
+
+    private long getOrCreateCategoryId(String name) {
+        var repo = new JdbcTransactionCategoryRepository(conn);
+        TransactionCategory category = repo.findByName(name).orElse(null);
+        if (category != null) {
+            return category.id;
+        }
+        return repo.insert(name, Color.WHITE);
+    }
+
+    private long getOrCreateTagId(String name) {
+        Optional<Long> optionalId = DbUtil.findOne(
+                conn,
+                "SELECT id FROM transaction_tag WHERE name = ?",
+                List.of(name),
+                rs -> rs.getLong(1)
+        );
+        return optionalId.orElseGet(() ->
+                DbUtil.insertOne(conn, "INSERT INTO transaction_tag (name) VALUES (?)", List.of(name))
+        );
+    }
+
     @Override
     public Optional<Transaction> findById(long id) {
         return DbUtil.findById(conn, "SELECT * FROM transaction WHERE id = ?", id, JdbcTransactionRepository::parseTransaction);
@@ -147,6 +223,51 @@ public record JdbcTransactionRepository(Connection conn, Path contentDir) implem
         );
     }
 
+    @Override
+    public List<String> findTags(long transactionId) {
+        return DbUtil.findAll(
+                conn,
+                """
+                        SELECT tt.name
+                        FROM transaction_tag tt
+                        LEFT JOIN transaction_tag_join ttj ON ttj.tag_id = tt.id
+                        WHERE ttj.transaction_id = ?
+                        ORDER BY tt.name ASC""",
+                List.of(transactionId),
+                rs -> rs.getString(1)
+        );
+    }
+
+    @Override
+    public List<String> findAllTags() {
+        return DbUtil.findAll(
+                conn,
+                "SELECT name FROM transaction_tag ORDER BY name ASC",
+                rs -> rs.getString(1)
+        );
+    }
+
+    @Override
+    public void deleteTag(String name) {
+        DbUtil.update(
+                conn,
+                "DELETE FROM transaction_tag WHERE name = ?",
+                name
+        );
+    }
+
+    @Override
+    public long countTagUsages(String name) {
+        return DbUtil.count(
+                conn,
+                """
+                    SELECT COUNT(transaction_id)
+                    FROM transaction_tag_join
+                    WHERE tag_id = (SELECT id FROM transaction_tag WHERE name = ?)""",
+                name
+        );
+    }
+
     @Override
     public void delete(long transactionId) {
         DbUtil.doTransaction(conn, () -> {
@@ -164,44 +285,93 @@ public record JdbcTransactionRepository(Connection conn, Path contentDir) implem
             Currency currency,
             String description,
             CreditAndDebitAccounts linkedAccounts,
+            String vendor,
+            String category,
+            Set<String> tags,
             List<Attachment> existingAttachments,
             List<Path> newAttachmentPaths
     ) {
         DbUtil.doTransaction(conn, () -> {
-            Transaction tx = findById(id).orElseThrow();
-            CreditAndDebitAccounts currentLinkedAccounts = findLinkedAccounts(id);
-            List<Attachment> currentAttachments = findAttachments(id);
             var entryRepo = new JdbcAccountEntryRepository(conn);
             var attachmentRepo = new JdbcAttachmentRepository(conn, contentDir);
+            var vendorRepo = new JdbcTransactionVendorRepository(conn);
+            var categoryRepo = new JdbcTransactionCategoryRepository(conn);
+
+            Transaction tx = findById(id).orElseThrow();
+            CreditAndDebitAccounts currentLinkedAccounts = findLinkedAccounts(id);
+            TransactionVendor currentVendor = tx.getVendorId() == null ? null : vendorRepo.findById(tx.getVendorId()).orElseThrow();
+            String currentVendorName = currentVendor == null ? null : currentVendor.getName();
+            TransactionCategory currentCategory = tx.getCategoryId() == null ? null : categoryRepo.findById(tx.getCategoryId()).orElseThrow();
+            String currentCategoryName = currentCategory == null ? null : currentCategory.getName();
+            Set<String> currentTags = new HashSet<>(findTags(id));
+            List<Attachment> currentAttachments = findAttachments(id);
+
             List<String> updateMessages = new ArrayList<>();
             if (!tx.getTimestamp().equals(utcTimestamp)) {
-                DbUtil.updateOne(conn, "UPDATE transaction SET timestamp = ? WHERE id = ?", List.of(DbUtil.timestampFromUtcLDT(utcTimestamp), id));
+                DbUtil.updateOne(conn, "UPDATE transaction SET timestamp = ? WHERE id = ?", DbUtil.timestampFromUtcLDT(utcTimestamp), id);
                 updateMessages.add("Updated timestamp to UTC " + DateUtil.DEFAULT_DATETIME_FORMAT.format(utcTimestamp) + ".");
             }
             BigDecimal scaledAmount = amount.setScale(4, RoundingMode.HALF_UP);
             if (!tx.getAmount().equals(scaledAmount)) {
-                DbUtil.updateOne(conn, "UPDATE transaction SET amount = ? WHERE id = ?", List.of(scaledAmount, id));
+                DbUtil.updateOne(conn, "UPDATE transaction SET amount = ? WHERE id = ?", scaledAmount, id);
                 updateMessages.add("Updated amount to " + CurrencyUtil.formatMoney(new MoneyValue(scaledAmount, currency)) + ".");
             }
             if (!tx.getCurrency().equals(currency)) {
-                DbUtil.updateOne(conn, "UPDATE transaction SET currency = ? WHERE id = ?", List.of(currency.getCurrencyCode(), id));
+                DbUtil.updateOne(conn, "UPDATE transaction SET currency = ? WHERE id = ?", currency.getCurrencyCode(), id);
                 updateMessages.add("Updated currency to " + currency.getCurrencyCode() + ".");
             }
             if (!Objects.equals(tx.getDescription(), description)) {
-                DbUtil.updateOne(conn, "UPDATE transaction SET description = ? WHERE id = ?", List.of(description, id));
+                DbUtil.updateOne(conn, "UPDATE transaction SET description = ? WHERE id = ?", description, id);
                 updateMessages.add("Updated description.");
             }
-            boolean updateAccountEntries = !tx.getAmount().equals(scaledAmount) ||
+            boolean shouldUpdateAccountEntries = !tx.getAmount().equals(scaledAmount) ||
                     !tx.getCurrency().equals(currency) ||
                     !tx.getTimestamp().equals(utcTimestamp) ||
                     !currentLinkedAccounts.equals(linkedAccounts);
-            if (updateAccountEntries) {
+            if (shouldUpdateAccountEntries) {
-                // Delete all entries and re-write them correctly?
+                // Delete all entries and re-write them correctly.
-                DbUtil.update(conn, "DELETE FROM account_entry WHERE transaction_id = ?", List.of(id));
+                DbUtil.update(conn, "DELETE FROM account_entry WHERE transaction_id = ?", id);
                 linkedAccounts.ifCredit(acc -> entryRepo.insert(utcTimestamp, acc.id, id, scaledAmount, AccountEntry.Type.CREDIT, currency));
                 linkedAccounts.ifDebit(acc -> entryRepo.insert(utcTimestamp, acc.id, id, scaledAmount, AccountEntry.Type.DEBIT, currency));
                 updateMessages.add("Updated linked accounts.");
             }
+            // Manage vendor change.
+            if (!Objects.equals(vendor, currentVendorName)) {
+                if (vendor == null || vendor.isBlank()) {
+                    DbUtil.updateOne(conn, "UPDATE transaction SET vendor_id = NULL WHERE id = ?", id);
+                } else {
+                    long newVendorId = getOrCreateVendorId(vendor);
+                    DbUtil.updateOne(conn, "UPDATE transaction SET vendor_id = ? WHERE id = ?", newVendorId, id);
+                }
+                updateMessages.add("Updated vendor name to \"" + vendor + "\".");
+            }
+            // Manage category change.
+            if (!Objects.equals(category, currentCategoryName)) {
+                if (category == null || category.isBlank()) {
+                    DbUtil.updateOne(conn, "UPDATE transaction SET category_id = NULL WHERE id = ?", id);
+                } else {
+                    long newCategoryId = getOrCreateCategoryId(category);
+                    DbUtil.updateOne(conn, "UPDATE transaction SET category_id = ? WHERE id = ?", newCategoryId, id);
+                }
+                updateMessages.add("Updated category name to \"" + category + "\".");
+            }
+            // Manage tags changes.
+            if (!currentTags.equals(tags)) {
+                Set<String> tagsAdded = new HashSet<>(tags);
+                tagsAdded.removeAll(currentTags);
+                Set<String> tagsRemoved = new HashSet<>(currentTags);
+                tagsRemoved.removeAll(tags);
+
+                for (var t : tagsRemoved) removeTag(id, t);
+                for (var t : tagsAdded) addTag(id, t);
+
+                if (!tagsAdded.isEmpty()) {
+                    updateMessages.add("Added tag(s): " + String.join(", ", tagsAdded));
+                }
+                if (!tagsRemoved.isEmpty()) {
+                    updateMessages.add("Removed tag(s): " + String.join(", ", tagsRemoved));
+                }
+            }
             // Manage attachments changes.
             List<Attachment> removedAttachments = new ArrayList<>(currentAttachments);
             removedAttachments.removeAll(existingAttachments);
@@ -214,10 +384,12 @@ public record JdbcTransactionRepository(Connection conn, Path contentDir) implem
                 insertAttachmentLink(tx.id, attachment.id);
                 updateMessages.add("Added attachment \"" + attachment.getFilename() + "\".");
             }
+
+            // Add a text history item to any linked accounts detailing the changes.
             String updateMessageStr = "Transaction #" + tx.id + " was updated:\n" + String.join("\n", updateMessages);
-            var historyRepo = new JdbcAccountHistoryItemRepository(conn);
+            HistoryRepository historyRepo = new JdbcHistoryRepository(conn);
-            linkedAccounts.ifCredit(acc -> historyRepo.recordText(DateUtil.nowAsUTC(), acc.id, updateMessageStr));
+            long historyId = historyRepo.getOrCreateHistoryForTransaction(id);
-            linkedAccounts.ifDebit(acc -> historyRepo.recordText(DateUtil.nowAsUTC(), acc.id, updateMessageStr));
+            historyRepo.addTextItem(historyId, updateMessageStr);
         });
     }
 
@@ -226,16 +398,6 @@ public record JdbcTransactionRepository(Connection conn, Path contentDir) implem
         conn.close();
     }
 
-    public static Transaction parseTransaction(ResultSet rs) throws SQLException {
-        return new Transaction(
-                rs.getLong("id"),
-                DbUtil.utcLDTFromTimestamp(rs.getTimestamp("timestamp")),
-                rs.getBigDecimal("amount"),
-                Currency.getInstance(rs.getString("currency")),
-                rs.getString("description")
-        );
-    }
-
     private void insertAttachmentLink(long transactionId, long attachmentId) {
         DbUtil.insertOne(
                 conn,
@@ -243,4 +405,50 @@ public record JdbcTransactionRepository(Connection conn, Path contentDir) implem
                 List.of(transactionId, attachmentId)
         );
     }
+
+    private long getTagId(String name) {
+        return DbUtil.findOne(
+                conn,
+                "SELECT id FROM transaction_tag WHERE name = ?",
+                List.of(name),
+                rs -> rs.getLong(1)
+        ).orElse(-1L);
+    }
+
+    private void removeTag(long transactionId, String tag) {
+        long id = getTagId(tag);
+        if (id != -1) {
+            DbUtil.update(conn, "DELETE FROM transaction_tag_join WHERE transaction_id = ? AND tag_id = ?", transactionId, id);
+        }
+    }
+
+    private void addTag(long transactionId, String tag) {
+        long id = getOrCreateTagId(tag);
+        boolean exists = DbUtil.count(
+                conn,
+                "SELECT COUNT(tag_id) FROM transaction_tag_join WHERE transaction_id = ? AND tag_id = ?",
+                transactionId,
+                id
+        ) > 0;
+        if (!exists) {
+            DbUtil.insertOne(
+                    conn,
+                    "INSERT INTO transaction_tag_join (transaction_id, tag_id) VALUES (?, ?)",
+                    transactionId,
+                    id
+            );
+        }
+    }
+
+    public static Transaction parseTransaction(ResultSet rs) throws SQLException {
+        return new Transaction(
+                rs.getLong("id"),
+                DbUtil.utcLDTFromTimestamp(rs.getTimestamp("timestamp")),
+                rs.getBigDecimal("amount"),
+                Currency.getInstance(rs.getString("currency")),
+                rs.getString("description"),
+                rs.getObject("vendor_id", Long.class),
+                rs.getObject("category_id", Long.class)
+        );
+    }
 }

src/main/java/com/andrewlalis/perfin/data/impl/JdbcTransactionVendorRepository.java

@@ -0,0 +1,102 @@
+package com.andrewlalis.perfin.data.impl;
+
+import com.andrewlalis.perfin.data.TransactionVendorRepository;
+import com.andrewlalis.perfin.data.util.DbUtil;
+import com.andrewlalis.perfin.model.TransactionVendor;
+
+import java.sql.Connection;
+import java.sql.ResultSet;
+import java.sql.SQLException;
+import java.util.List;
+import java.util.Objects;
+import java.util.Optional;
+
+public record JdbcTransactionVendorRepository(Connection conn) implements TransactionVendorRepository {
+    @Override
+    public Optional<TransactionVendor> findById(long id) {
+        return DbUtil.findById(
+                conn,
+                "SELECT * FROM transaction_vendor WHERE id = ?",
+                id,
+                JdbcTransactionVendorRepository::parseVendor
+        );
+    }
+
+    @Override
+    public Optional<TransactionVendor> findByName(String name) {
+        return DbUtil.findOne(
+                conn,
+                "SELECT * FROM transaction_vendor WHERE name = ?",
+                List.of(name),
+                JdbcTransactionVendorRepository::parseVendor
+        );
+    }
+
+    @Override
+    public List<TransactionVendor> findAll() {
+        return DbUtil.findAll(
+                conn,
+                "SELECT * FROM transaction_vendor ORDER BY name ASC",
+                JdbcTransactionVendorRepository::parseVendor
+        );
+    }
+
+    @Override
+    public long insert(String name, String description) {
+        return DbUtil.insertOne(
+                conn,
+                "INSERT INTO transaction_vendor (name, description) VALUES (?, ?)",
+                List.of(name, description)
+        );
+    }
+
+    @Override
+    public long insert(String name) {
+        return DbUtil.insertOne(
+                conn,
+                "INSERT INTO transaction_vendor (name) VALUES (?)",
+                List.of(name)
+        );
+    }
+
+    @Override
+    public void update(long id, String name, String description) {
+        DbUtil.doTransaction(conn, () -> {
+            TransactionVendor vendor = findById(id).orElseThrow();
+            if (!vendor.getName().equals(name)) {
+                DbUtil.updateOne(
+                        conn,
+                        "UPDATE transaction_vendor SET name = ? WHERE id = ?",
+                        name,
+                        id
+                );
+            }
+            if (!Objects.equals(vendor.getDescription(), description)) {
+                DbUtil.updateOne(
+                        conn,
+                        "UPDATE transaction_vendor SET description = ? WHERE id = ?",
+                        description,
+                        id
+                );
+            }
+        });
+    }
+
+    @Override
+    public void deleteById(long id) {
+        DbUtil.update(conn, "DELETE FROM transaction_vendor WHERE id = ?", List.of(id));
+    }
+
+    @Override
+    public void close() throws Exception {
+        conn.close();
+    }
+
+    public static TransactionVendor parseVendor(ResultSet rs) throws SQLException {
+        return new TransactionVendor(
+                rs.getLong("id"),
+                rs.getString("name"),
+                rs.getString("description")
+        );
+    }
+}

src/main/java/com/andrewlalis/perfin/data/impl/migration/Migrations.java

@@ -4,10 +4,20 @@ import java.util.HashMap;
 import java.util.List;
 import java.util.Map;
 
+/**
+ * Utility class for defining and using all known migrations.
+ */
 public class Migrations {
+    /**
+     * Gets a list of migrations, as a map with the key being the version to
+     * migrate from. For example, a migration that takes us from version 42 to
+     * 43 would exist in the map with key 42.
+     * @return The map of all migrations.
+     */
     public static Map<Integer, Migration> getMigrations() {
         final Map<Integer, Migration> migrations = new HashMap<>();
-        migrations.put(1, new PlainSQLMigration("/sql/migration/M1_AddBalanceRecordDeleted.sql"));
+        migrations.put(1, new PlainSQLMigration("/sql/migration/M001_AddTransactionProperties.sql"));
+        migrations.put(2, new PlainSQLMigration("/sql/migration/M002_RefactorHistories.sql"));
         return migrations;
     }
 
@@ -25,4 +35,14 @@ public class Migrations {
         }
         return selectedMigration;
     }
+
+    public static Map<Integer, String> getSchemaVersionCompatibility() {
+        final Map<Integer, String> compatibilities = new HashMap<>();
+        compatibilities.put(1, "1.4.0");
+        return compatibilities;
+    }
+
+    public static String getLatestCompatibleVersion(int schemaVersion) {
+        return getSchemaVersionCompatibility().get(schemaVersion);
+    }
 }

src/main/java/com/andrewlalis/perfin/data/search/EntitySearcher.java

@@ -0,0 +1,28 @@
+package com.andrewlalis.perfin.data.search;
+
+import com.andrewlalis.perfin.data.pagination.Page;
+import com.andrewlalis.perfin.data.pagination.PageRequest;
+
+import java.util.List;
+
+/**
+ * An entity searcher will search for entities matching a list of filters.
+ * @param <T> The entity type to search over.
+ */
+public interface EntitySearcher<T> {
+    /**
+     * Gets a page of results that match the given filters.
+     * @param pageRequest The page request.
+     * @param filters The filters to apply.
+     * @return A page of results.
+     */
+    Page<T> search(PageRequest pageRequest, List<SearchFilter> filters);
+
+    /**
+     * Gets the number of results that would be returned for a given set of
+     * filters.
+     * @param filters The filters to apply.
+     * @return The number of entities that match.
+     */
+    long resultCount(List<SearchFilter> filters);
+}

src/main/java/com/andrewlalis/perfin/data/search/JdbcEntitySearcher.java

@@ -0,0 +1,118 @@
+package com.andrewlalis.perfin.data.search;
+
+import com.andrewlalis.perfin.data.pagination.Page;
+import com.andrewlalis.perfin.data.pagination.PageRequest;
+import com.andrewlalis.perfin.data.util.Pair;
+import com.andrewlalis.perfin.data.util.ResultSetMapper;
+import org.slf4j.Logger;
+import org.slf4j.LoggerFactory;
+
+import java.sql.Connection;
+import java.sql.PreparedStatement;
+import java.sql.ResultSet;
+import java.sql.SQLException;
+import java.util.ArrayList;
+import java.util.Collections;
+import java.util.List;
+import java.util.stream.Collectors;
+
+public class JdbcEntitySearcher<T> implements EntitySearcher<T> {
+    private static final Logger logger = LoggerFactory.getLogger(JdbcEntitySearcher.class);
+
+    private final Connection conn;
+    private final String countExpression;
+    private final String selectExpression;
+    private final ResultSetMapper<T> resultSetMapper;
+
+    public JdbcEntitySearcher(Connection conn, String countExpression, String selectExpression, ResultSetMapper<T> resultSetMapper) {
+        this.conn = conn;
+        this.countExpression = countExpression;
+        this.selectExpression = selectExpression;
+        this.resultSetMapper = resultSetMapper;
+    }
+
+    private Pair<String, List<Pair<Integer, Object>>> buildSearchQuery(List<SearchFilter> filters) {
+        if (filters.isEmpty()) return new Pair<>("", Collections.emptyList());
+        StringBuilder sb = new StringBuilder();
+        List<Pair<Integer, Object>> args = new ArrayList<>();
+        for (var filter : filters) {
+            args.addAll(filter.args());
+            for (var joinClause : filter.joinClauses()) {
+                sb.append(joinClause).append('\n');
+            }
+        }
+        sb.append("WHERE\n");
+        for (int i = 0; i < filters.size(); i++) {
+            sb.append(filters.get(i).whereClause());
+            if (i < filters.size() - 1) {
+                sb.append(" AND");
+            }
+            sb.append('\n');
+        }
+        return new Pair<>(sb.toString(), args);
+    }
+
+    private void applyArgs(PreparedStatement stmt, List<Pair<Integer, Object>> args) throws SQLException {
+        for (int i = 1; i <= args.size(); i++) {
+            Pair<Integer, Object> arg = args.get(i - 1);
+            if (arg.second() == null) {
+                stmt.setNull(i, arg.first());
+            } else {
+                stmt.setObject(i, arg.second(), arg.first());
+            }
+        }
+    }
+
+    @Override
+    public Page<T> search(PageRequest pageRequest, List<SearchFilter> filters) {
+        var baseQueryAndArgs = buildSearchQuery(filters);
+        StringBuilder sqlBuilder = new StringBuilder(selectExpression);
+        if (baseQueryAndArgs.first() != null && !baseQueryAndArgs.first().isBlank()) {
+            sqlBuilder.append('\n').append(baseQueryAndArgs.first());
+        }
+        String pagingSql = pageRequest.toSQL();
+        if (pagingSql != null && !pagingSql.isBlank()) {
+            sqlBuilder.append('\n').append(pagingSql);
+        }
+        String sql = sqlBuilder.toString();
+        logger.debug(
+                "Searching with query:\n{}\nWith arguments: {}",
+                sql,
+                baseQueryAndArgs.second().stream()
+                        .map(Pair::second)
+                        .map(Object::toString)
+                        .collect(Collectors.joining(", "))
+        );
+        try (var stmt = conn.prepareStatement(sql)) {
+            applyArgs(stmt, baseQueryAndArgs.second());
+            ResultSet rs = stmt.executeQuery();
+            List<T> results = new ArrayList<>(pageRequest.size());
+            while (rs.next() && results.size() < pageRequest.size()) {
+                results.add(resultSetMapper.map(rs));
+            }
+            return new Page<>(results, pageRequest);
+        } catch (SQLException e) {
+            logger.error("Search failed.", e);
+            return new Page<>(Collections.emptyList(), pageRequest);
+        }
+    }
+
+    @Override
+    public long resultCount(List<SearchFilter> filters) {
+        var baseQueryAndArgs = buildSearchQuery(filters);
+        String sql = countExpression + "\n" + baseQueryAndArgs.first();
+        try (var stmt = conn.prepareStatement(sql)) {
+            applyArgs(stmt, baseQueryAndArgs.second());
+            ResultSet rs = stmt.executeQuery();
+            if (!rs.next()) throw new SQLException("No count result.");
+            return rs.getLong(1);
+        } catch (SQLException e) {
+            logger.error("Failed to get search result count.", e);
+            return 0L;
+        }
+    }
+
+    public static class Builder {
+
+    }
+}

src/main/java/com/andrewlalis/perfin/data/search/JdbcTransactionSearcher.java

@@ -0,0 +1,35 @@
+package com.andrewlalis.perfin.data.search;
+
+import com.andrewlalis.perfin.data.util.DbUtil;
+import com.andrewlalis.perfin.model.Transaction;
+
+import java.math.BigDecimal;
+import java.sql.Connection;
+import java.sql.ResultSet;
+import java.sql.SQLException;
+import java.time.LocalDateTime;
+import java.util.Currency;
+
+public class JdbcTransactionSearcher extends JdbcEntitySearcher<Transaction> {
+    public JdbcTransactionSearcher(Connection conn) {
+        super(
+                conn,
+                "SELECT COUNT(transaction.id) FROM transaction",
+                "SELECT transaction.* FROM transaction",
+                JdbcTransactionSearcher::parseResultSet
+        );
+    }
+
+    private static Transaction parseResultSet(ResultSet rs) throws SQLException {
+        long id = rs.getLong(1);
+        LocalDateTime timestamp = DbUtil.utcLDTFromTimestamp(rs.getTimestamp(2));
+        BigDecimal amount = rs.getBigDecimal(3);
+        Currency currency = Currency.getInstance(rs.getString(4));
+        String description = rs.getString(5);
+        Long vendorId = rs.getLong(6);
+        if (rs.wasNull()) vendorId = null;
+        Long categoryId = rs.getLong(7);
+        if (rs.wasNull()) categoryId = null;
+        return new Transaction(id, timestamp, amount, currency, description, vendorId, categoryId);
+    }
+}

src/main/java/com/andrewlalis/perfin/data/search/SearchFilter.java

@@ -0,0 +1,61 @@
+package com.andrewlalis.perfin.data.search;
+
+import com.andrewlalis.perfin.data.util.DbUtil;
+import com.andrewlalis.perfin.data.util.Pair;
+
+import java.sql.Types;
+import java.time.LocalDateTime;
+import java.util.ArrayList;
+import java.util.Collections;
+import java.util.List;
+
+public interface SearchFilter {
+    String whereClause();
+    List<Pair<Integer, Object>> args();
+    default List<String> joinClauses() {
+        return Collections.emptyList();
+    }
+
+    record Impl(String whereClause, List<Pair<Integer, Object>> args, List<String> joinClauses) implements SearchFilter {}
+
+    class Builder {
+        private String whereClause;
+        private List<Pair<Integer, Object>> args = new ArrayList<>();
+        private List<String> joinClauses = new ArrayList<>();
+
+        public Builder where(String clause) {
+            this.whereClause = clause;
+            return this;
+        }
+
+        public Builder withArg(int sqlType, Object value) {
+            args.add(new Pair<>(sqlType, value));
+            return this;
+        }
+
+        public Builder withArg(int value) {
+            return withArg(Types.INTEGER, value);
+        }
+
+        public Builder withArg(long value) {
+            return withArg(Types.BIGINT, value);
+        }
+
+        public Builder withArg(String value) {
+            return withArg(Types.VARCHAR, value);
+        }
+
+        public Builder withArg(LocalDateTime utcTimestamp) {
+            return withArg(Types.TIMESTAMP, DbUtil.timestampFromUtcLDT(utcTimestamp));
+        }
+
+        public Builder withJoin(String joinClause) {
+            joinClauses.add(joinClause);
+            return this;
+        }
+
+        public SearchFilter build() {
+            return new Impl(whereClause, args, joinClauses);
+        }
+    }
+}

src/main/java/com/andrewlalis/perfin/data/util/ColorUtil.java

@@ -0,0 +1,14 @@
+package com.andrewlalis.perfin.data.util;
+
+import javafx.scene.paint.Color;
+
+public class ColorUtil {
+    public static String toHex(Color color) {
+        return formatColorDouble(color.getRed()) + formatColorDouble(color.getGreen()) + formatColorDouble(color.getBlue());
+    }
+
+    private static String formatColorDouble(double val) {
+        String in = Integer.toHexString((int) Math.round(val * 255));
+        return in.length() == 1 ? "0" + in : in;
+    }
+}

src/main/java/com/andrewlalis/perfin/data/util/DbUtil.java

@@ -31,6 +31,15 @@ public final class DbUtil {
         setArgs(stmt, List.of(args));
     }
 
+    public static long getGeneratedId(PreparedStatement stmt) {
+        try (ResultSet rs = stmt.getGeneratedKeys()) {
+            if (!rs.next()) throw new SQLException("No generated keys available.");
+            return rs.getLong(1);
+        } catch (SQLException e) {
+            throw new UncheckedSqlException(e);
+        }
+    }
+
     public static <T> List<T> findAll(Connection conn, String query, List<Object> args, ResultSetMapper<T> mapper) {
         try (var stmt = conn.prepareStatement(query)) {
             setArgs(stmt, args);
@@ -58,6 +67,17 @@ public final class DbUtil {
         return findAll(conn, query, pagination, Collections.emptyList(), mapper);
     }
 
+    public static long count(Connection conn, String query, Object... args) {
+        try (var stmt = conn.prepareStatement(query)) {
+            setArgs(stmt, args);
+            var rs = stmt.executeQuery();
+            if (!rs.next()) throw new UncheckedSqlException("No count result available.");
+            return rs.getLong(1);
+        } catch (SQLException e) {
+            throw new UncheckedSqlException(e);
+        }
+    }
+
     public static <T> Optional<T> findOne(Connection conn, String query, List<Object> args, ResultSetMapper<T> mapper) {
         try (var stmt = conn.prepareStatement(query)) {
             setArgs(stmt, args);
@@ -82,6 +102,10 @@ public final class DbUtil {
         }
     }
 
+    public static int update(Connection conn, String query, Object... args) {
+        return update(conn, query, List.of(args));
+    }
+
     public static void updateOne(Connection conn, String query, List<Object> args) {
         try (var stmt = conn.prepareStatement(query)) {
             setArgs(stmt, args);
@@ -92,19 +116,25 @@ public final class DbUtil {
         }
     }
 
+    public static void updateOne(Connection conn, String query, Object... args) {
+        updateOne(conn, query, List.of(args));
+    }
+
     public static long insertOne(Connection conn, String query, List<Object> args) {
         try (var stmt = conn.prepareStatement(query, Statement.RETURN_GENERATED_KEYS)) {
             setArgs(stmt, args);
             int result = stmt.executeUpdate();
             if (result != 1) throw new UncheckedSqlException("Insert query did not update 1 row.");
-            var rs = stmt.getGeneratedKeys();
+            return getGeneratedId(stmt);
-            rs.next();
-            return rs.getLong(1);
         } catch (SQLException e) {
             throw new UncheckedSqlException(e);
         }
     }
 
+    public static long insertOne(Connection conn, String query, Object... args) {
+        return insertOne(conn, query, List.of(args));
+    }
+
     public static Timestamp timestampFromUtcLDT(LocalDateTime utc) {
         return Timestamp.from(utc.toInstant(ZoneOffset.UTC));
     }
@@ -132,7 +162,9 @@ public final class DbUtil {
     public static <T> T doTransaction(Connection conn, SQLSupplier<T> supplier) {
         try {
             conn.setAutoCommit(false);
-            return supplier.offer();
+            T result = supplier.offer();
+            conn.commit();
+            return result;
         } catch (Exception e) {
             try {
                 conn.rollback();

src/main/java/com/andrewlalis/perfin/data/util/FileUtil.java

@@ -1,5 +1,6 @@
 package com.andrewlalis.perfin.data.util;
 
+import com.andrewlalis.perfin.model.Profile;
 import javafx.stage.FileChooser;
 import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
@@ -103,4 +104,14 @@ public class FileUtil {
             throw new RuntimeException(e);
         }
     }
+
+    public static void copyResourceFile(String resource, Path dest) throws IOException {
+        try (
+                var in = Profile.class.getResourceAsStream(resource);
+                var out = Files.newOutputStream(dest)
+        ) {
+            if (in == null) throw new IOException("Could not load resource " + resource);
+            in.transferTo(out);
+        }
+    }
 }

src/main/java/com/andrewlalis/perfin/model/Profile.java

@@ -2,19 +2,14 @@ package com.andrewlalis.perfin.model;
 
 import com.andrewlalis.perfin.PerfinApp;
 import com.andrewlalis.perfin.data.DataSource;
-import com.andrewlalis.perfin.data.ProfileLoadException;
-import com.andrewlalis.perfin.data.impl.JdbcDataSourceFactory;
-import com.andrewlalis.perfin.data.util.FileUtil;
 import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
 
-import java.io.IOException;
+import java.lang.ref.WeakReference;
-import java.nio.file.Files;
 import java.nio.file.Path;
-import java.util.ArrayList;
+import java.util.HashSet;
-import java.util.Collections;
-import java.util.List;
 import java.util.Properties;
+import java.util.Set;
 import java.util.function.Consumer;
 
 /**
@@ -33,35 +28,22 @@ import java.util.function.Consumer;
  *     class maintains a static <em>current</em> profile that can be loaded and
  *     unloaded.
  * </p>
+ *
+ * @param name The name of the profile.
+ * @param settings The profile's settings.
+ * @param dataSource The profile's data source.
  */
-public class Profile {
+public record Profile(String name, Properties settings, DataSource dataSource) {
     private static final Logger log = LoggerFactory.getLogger(Profile.class);
 
     private static Profile current;
-    private static final List<Consumer<Profile>> profileLoadListeners = new ArrayList<>();
+    private static final Set<WeakReference<Consumer<Profile>>> currentProfileListeners = new HashSet<>();
 
-    private final String name;
+    @Override
-    private final Properties settings;
+    public String toString() {
-    private final DataSource dataSource;
-
-    private Profile(String name, Properties settings, DataSource dataSource) {
-        this.name = name;
-        this.settings = settings;
-        this.dataSource = dataSource;
-    }
-
-    public String getName() {
         return name;
     }
 
-    public Properties getSettings() {
-        return settings;
-    }
-
-    public DataSource getDataSource() {
-        return dataSource;
-    }
-
     public static Path getDir(String name) {
         return PerfinApp.APP_DIR.resolve(name);
     }
@@ -78,89 +60,23 @@ public class Profile {
         return current;
     }
 
+    public static void setCurrent(Profile profile) {
+        current = profile;
+        for (var ref : currentProfileListeners) {
+            Consumer<Profile> consumer = ref.get();
+            if (consumer != null) {
+                consumer.accept(profile);
+            }
+        }
+        currentProfileListeners.removeIf(ref -> ref.get() == null);
+        log.debug("Current profile set to {}.", current.name());
+    }
+
     public static void whenLoaded(Consumer<Profile> consumer) {
         if (current != null) {
             consumer.accept(current);
-        } else {
-            profileLoadListeners.add(consumer);
-        }
-    }
-
-    public static List<String> getAvailableProfiles() {
-        try (var files = Files.list(PerfinApp.APP_DIR)) {
-            return files.filter(Files::isDirectory)
-                    .map(path -> path.getFileName().toString())
-                    .sorted().toList();
-        } catch (IOException e) {
-            log.error("Failed to get a list of available profiles.", e);
-            return Collections.emptyList();
-        }
-    }
-
-    public static String getLastProfile() {
-        Path lastProfileFile = PerfinApp.APP_DIR.resolve("last-profile.txt");
-        if (Files.exists(lastProfileFile)) {
-            try {
-                String s = Files.readString(lastProfileFile).strip().toLowerCase();
-                if (!s.isBlank()) return s;
-            } catch (IOException e) {
-                log.error("Failed to read " + lastProfileFile, e);
-            }
-        }
-        return "default";
-    }
-
-    public static void saveLastProfile(String name) {
-        Path lastProfileFile = PerfinApp.APP_DIR.resolve("last-profile.txt");
-        try {
-            Files.writeString(lastProfileFile, name);
-        } catch (IOException e) {
-            log.error("Failed to write " + lastProfileFile, e);
-        }
-    }
-
-    public static void loadLast() throws ProfileLoadException {
-        load(getLastProfile());
-    }
-
-    public static void load(String name) throws ProfileLoadException {
-        if (Files.notExists(getDir(name))) {
-            try {
-                initProfileDir(name);
-            } catch (IOException e) {
-                FileUtil.deleteIfPossible(getDir(name));
-                throw new ProfileLoadException("Failed to initialize new profile directory.", e);
-            }
-        }
-        Properties settings = new Properties();
-        try (var in = Files.newInputStream(getSettingsFile(name))) {
-            settings.load(in);
-        } catch (IOException e) {
-            throw new ProfileLoadException("Failed to load profile settings.", e);
-        }
-        current = new Profile(name, settings, new JdbcDataSourceFactory().getDataSource(name));
-        saveLastProfile(current.getName());
-        for (var c : profileLoadListeners) {
-            c.accept(current);
-        }
-    }
-
-    private static void initProfileDir(String name) throws IOException {
-        Files.createDirectory(getDir(name));
-        copyResourceFile("/text/profileDirReadme.txt", getDir(name).resolve("README.txt"));
-        copyResourceFile("/text/defaultProfileSettings.properties", getSettingsFile(name));
-        Files.createDirectory(getContentDir(name));
-        copyResourceFile("/text/contentDirReadme.txt", getContentDir(name).resolve("README.txt"));
-    }
-
-    private static void copyResourceFile(String resource, Path dest) throws IOException {
-        try (
-                var in = Profile.class.getResourceAsStream(resource);
-                var out = Files.newOutputStream(dest)
-        ) {
-            if (in == null) throw new IOException("Could not load resource " + resource);
-            in.transferTo(out);
         }
+        currentProfileListeners.add(new WeakReference<>(consumer));
     }
 
     public static boolean validateName(String name) {
@@ -168,9 +84,4 @@ public class Profile {
                 name.matches("\\w+") &&
                 name.toLowerCase().equals(name);
     }
-
-    @Override
-    public String toString() {
-        return name;
-    }
 }

src/main/java/com/andrewlalis/perfin/model/ProfileLoader.java

@@ -0,0 +1,116 @@
+package com.andrewlalis.perfin.model;
+
+import com.andrewlalis.perfin.PerfinApp;
+import com.andrewlalis.perfin.control.Popups;
+import com.andrewlalis.perfin.data.DataSourceFactory;
+import com.andrewlalis.perfin.data.ProfileLoadException;
+import com.andrewlalis.perfin.data.impl.migration.Migrations;
+import com.andrewlalis.perfin.data.util.FileUtil;
+import javafx.stage.Window;
+import org.slf4j.Logger;
+import org.slf4j.LoggerFactory;
+
+import java.io.IOException;
+import java.nio.file.Files;
+import java.nio.file.Path;
+import java.util.Collections;
+import java.util.List;
+import java.util.Properties;
+
+import static com.andrewlalis.perfin.data.util.FileUtil.copyResourceFile;
+
+/**
+ * Component responsible for loading a profile from storage, as well as some
+ * other basic tasks concerning the set of stored profiles.
+ */
+public class ProfileLoader {
+    private static final Logger log = LoggerFactory.getLogger(ProfileLoader.class);
+
+    private final Window window;
+    private final DataSourceFactory dataSourceFactory;
+
+    public ProfileLoader(Window window, DataSourceFactory dataSourceFactory) {
+        this.window = window;
+        this.dataSourceFactory = dataSourceFactory;
+    }
+
+    public Profile load(String name) throws ProfileLoadException {
+        if (Files.notExists(Profile.getDir(name))) {
+            try {
+                initProfileDir(name);
+            } catch (IOException e) {
+                FileUtil.deleteIfPossible(Profile.getDir(name));
+                throw new ProfileLoadException("Failed to initialize new profile directory.", e);
+            }
+        }
+        Properties settings = new Properties();
+        try (var in = Files.newInputStream(Profile.getSettingsFile(name))) {
+            settings.load(in);
+        } catch (IOException e) {
+            throw new ProfileLoadException("Failed to load profile settings.", e);
+        }
+        try {
+            DataSourceFactory.SchemaStatus status = dataSourceFactory.getSchemaStatus(name);
+            if (status == DataSourceFactory.SchemaStatus.NEEDS_MIGRATION) {
+                boolean confirm = Popups.confirm(window, "The profile \"" + name + "\" has an outdated data schema and needs to be migrated to the latest version. Is this okay?");
+                if (!confirm) {
+                    int existingSchemaVersion = dataSourceFactory.getSchemaVersion(name);
+                    String compatibleVersion = Migrations.getLatestCompatibleVersion(existingSchemaVersion);
+                    Popups.message(
+                            window,
+                            "The profile \"" + name + "\" is using schema version " + existingSchemaVersion + ", which is compatible with Perfin version " + compatibleVersion + ". Consider downgrading Perfin to access this profile safely."
+                    );
+                    throw new ProfileLoadException("User rejected the migration.");
+                }
+            } else if (status == DataSourceFactory.SchemaStatus.INCOMPATIBLE) {
+                Popups.error(window, "The profile \"" + name + "\" has a data schema that's incompatible with this app. Update Perfin to access this profile safely.");
+                throw new ProfileLoadException("Incompatible schema version.");
+            }
+        } catch (IOException e) {
+            throw new ProfileLoadException("Failed to get profile's schema status.", e);
+        }
+        return new Profile(name, settings, dataSourceFactory.getDataSource(name));
+    }
+
+    public static List<String> getAvailableProfiles() {
+        try (var files = Files.list(PerfinApp.APP_DIR)) {
+            return files.filter(Files::isDirectory)
+                    .map(path -> path.getFileName().toString())
+                    .sorted().toList();
+        } catch (IOException e) {
+            log.error("Failed to get a list of available profiles.", e);
+            return Collections.emptyList();
+        }
+    }
+
+    public static String getLastProfile() {
+        Path lastProfileFile = PerfinApp.APP_DIR.resolve("last-profile.txt");
+        if (Files.exists(lastProfileFile)) {
+            try {
+                String s = Files.readString(lastProfileFile).strip().toLowerCase();
+                if (!s.isBlank()) return s;
+            } catch (IOException e) {
+                log.error("Failed to read " + lastProfileFile, e);
+            }
+        }
+        return "default";
+    }
+
+    public static void saveLastProfile(String name) {
+        Path lastProfileFile = PerfinApp.APP_DIR.resolve("last-profile.txt");
+        try {
+            Files.writeString(lastProfileFile, name);
+        } catch (IOException e) {
+            log.error("Failed to write " + lastProfileFile, e);
+        }
+    }
+
+    @Deprecated
+    private static void initProfileDir(String name) throws IOException {
+        Files.createDirectory(Profile.getDir(name));
+        copyResourceFile("/text/profileDirReadme.txt", Profile.getDir(name).resolve("README.txt"));
+        copyResourceFile("/text/defaultProfileSettings.properties", Profile.getSettingsFile(name));
+        Files.createDirectory(Profile.getContentDir(name));
+        copyResourceFile("/text/contentDirReadme.txt", Profile.getContentDir(name).resolve("README.txt"));
+    }
+}

src/main/java/com/andrewlalis/perfin/model/Transaction.java

@@ -17,13 +17,17 @@ public class Transaction extends IdEntity {
     private final BigDecimal amount;
     private final Currency currency;
     private final String description;
+    private final Long vendorId;
+    private final Long categoryId;
 
-    public Transaction(long id, LocalDateTime timestamp, BigDecimal amount, Currency currency, String description) {
+    public Transaction(long id, LocalDateTime timestamp, BigDecimal amount, Currency currency, String description, Long vendorId, Long categoryId) {
         super(id);
         this.timestamp = timestamp;
         this.amount = amount;
         this.currency = currency;
         this.description = description;
+        this.vendorId = vendorId;
+        this.categoryId = categoryId;
     }
 
     public LocalDateTime getTimestamp() {
@@ -42,6 +46,14 @@ public class Transaction extends IdEntity {
         return description;
     }
 
+    public Long getVendorId() {
+        return vendorId;
+    }
+
+    public Long getCategoryId() {
+        return categoryId;
+    }
+
     public MoneyValue getMoneyAmount() {
         return new MoneyValue(amount, currency);
     }

src/main/java/com/andrewlalis/perfin/model/TransactionCategory.java

@@ -0,0 +1,35 @@
+package com.andrewlalis.perfin.model;
+
+import javafx.scene.paint.Color;
+
+public class TransactionCategory extends IdEntity {
+    public static final int NAME_MAX_LENGTH = 63;
+
+    private final Long parentId;
+    private final String name;
+    private final Color color;
+
+    public TransactionCategory(long id, Long parentId, String name, Color color) {
+        super(id);
+        this.parentId = parentId;
+        this.name = name;
+        this.color = color;
+    }
+
+    public Long getParentId() {
+        return parentId;
+    }
+
+    public String getName() {
+        return name;
+    }
+
+    public Color getColor() {
+        return color;
+    }
+
+    @Override
+    public String toString() {
+        return name;
+    }
+}

src/main/java/com/andrewlalis/perfin/model/TransactionLineItem.java

@@ -0,0 +1,65 @@
+package com.andrewlalis.perfin.model;
+
+import java.math.BigDecimal;
+
+/**
+ * A line item that comprises part of a transaction. Its total value (value per
+ * item * quantity) is part of the transaction's total value. It can be used to
+ * record some transactions, like purchases and invoices, in more granular
+ * detail.
+ */
+public class TransactionLineItem extends IdEntity {
+    public static final int DESCRIPTION_MAX_LENGTH = 255;
+
+    private final long transactionId;
+    private final BigDecimal valuePerItem;
+    private final int quantity;
+    private final int idx;
+    private final String description;
+
+    public TransactionLineItem(long id, long transactionId, BigDecimal valuePerItem, int quantity, int idx, String description) {
+        super(id);
+        this.transactionId = transactionId;
+        this.valuePerItem = valuePerItem;
+        this.quantity = quantity;
+        this.idx = idx;
+        this.description = description;
+    }
+
+    public long getTransactionId() {
+        return transactionId;
+    }
+
+    public BigDecimal getValuePerItem() {
+        return valuePerItem;
+    }
+
+    public int getQuantity() {
+        return quantity;
+    }
+
+    public int getIdx() {
+        return idx;
+    }
+
+    public String getDescription() {
+        return description;
+    }
+
+    public BigDecimal getTotalValue() {
+        return valuePerItem.multiply(new BigDecimal(quantity));
+    }
+
+    @Override
+    public String toString() {
+        return String.format(
+                "TransactionLineItem(id=%d, transactionId=%d, valuePerItem=%s, quantity=%d, idx=%d, description=\"%s\")",
+                id,
+                transactionId,
+                valuePerItem.toPlainString(),
+                quantity,
+                idx,
+                description
+        );
+    }
+}

src/main/java/com/andrewlalis/perfin/model/TransactionTag.java

@@ -0,0 +1,19 @@
+package com.andrewlalis.perfin.model;
+
+/**
+ * A tag that can be applied to a transaction to add some user-defined semantic
+ * meaning to it.
+ */
+public class TransactionTag extends IdEntity {
+    public static final int NAME_MAX_LENGTH = 63;
+    private final String name;
+
+    public TransactionTag(long id, String name) {
+        super(id);
+        this.name = name;
+    }
+
+    public String getName() {
+        return name;
+    }
+}

src/main/java/com/andrewlalis/perfin/model/TransactionVendor.java

@@ -0,0 +1,32 @@
+package com.andrewlalis.perfin.model;
+
+/**
+ * A vendor is a business establishment that can be linked to a transaction, to
+ * denote the business that the transaction took place with.
+ */
+public class TransactionVendor extends IdEntity {
+    public static final int NAME_MAX_LENGTH = 255;
+    public static final int DESCRIPTION_MAX_LENGTH = 255;
+
+    private final String name;
+    private final String description;
+
+    public TransactionVendor(long id, String name, String description) {
+        super(id);
+        this.name = name;
+        this.description = description;
+    }
+
+    public String getName() {
+        return name;
+    }
+
+    public String getDescription() {
+        return description;
+    }
+
+    @Override
+    public String toString() {
+        return name;
+    }
+}

src/main/java/com/andrewlalis/perfin/model/history/AccountHistoryItem.java

@@ -1,36 +0,0 @@
-package com.andrewlalis.perfin.model.history;
-
-import com.andrewlalis.perfin.model.IdEntity;
-
-import java.time.LocalDateTime;
-
-/**
- * The base class representing account history items, a read-only record of an
- * account's data and changes over time. The type of history item determines
- * what exactly it means, and could be something like an account entry, balance
- * record, or modifications to the account's properties.
- */
-public class AccountHistoryItem extends IdEntity {
-    private final LocalDateTime timestamp;
-    private final long accountId;
-    private final AccountHistoryItemType type;
-
-    public AccountHistoryItem(long id, LocalDateTime timestamp, long accountId, AccountHistoryItemType type) {
-        super(id);
-        this.timestamp = timestamp;
-        this.accountId = accountId;
-        this.type = type;
-    }
-
-    public LocalDateTime getTimestamp() {
-        return timestamp;
-    }
-
-    public long getAccountId() {
-        return accountId;
-    }
-
-    public AccountHistoryItemType getType() {
-        return type;
-    }
-}

src/main/java/com/andrewlalis/perfin/model/history/AccountHistoryItemType.java

@@ -1,7 +0,0 @@
-package com.andrewlalis.perfin.model.history;
-
-public enum AccountHistoryItemType {
-    TEXT,
-    ACCOUNT_ENTRY,
-    BALANCE_RECORD
-}

src/main/java/com/andrewlalis/perfin/model/history/HistoryItem.java

@@ -0,0 +1,36 @@
+package com.andrewlalis.perfin.model.history;
+
+import com.andrewlalis.perfin.model.IdEntity;
+
+import java.time.LocalDateTime;
+
+/**
+ * Represents a single polymorphic history item. The item's "type" attribute
+ * tells where to find additional type-specific data.
+ */
+public abstract class HistoryItem extends IdEntity {
+    public static final String TYPE_TEXT = "TEXT";
+
+    private final long historyId;
+    private final LocalDateTime timestamp;
+    private final String type;
+
+    public HistoryItem(long id, long historyId, LocalDateTime timestamp, String type) {
+        super(id);
+        this.historyId = historyId;
+        this.timestamp = timestamp;
+        this.type = type;
+    }
+
+    public long getHistoryId() {
+        return historyId;
+    }
+
+    public LocalDateTime getTimestamp() {
+        return timestamp;
+    }
+
+    public String getType() {
+        return type;
+    }
+}

src/main/java/com/andrewlalis/perfin/model/history/HistoryTextItem.java

@@ -0,0 +1,16 @@
+package com.andrewlalis.perfin.model.history;
+
+import java.time.LocalDateTime;
+
+public class HistoryTextItem extends HistoryItem {
+    private final String description;
+
+    public HistoryTextItem(long id, long historyId, LocalDateTime timestamp, String description) {
+        super(id, historyId, timestamp, HistoryItem.TYPE_TEXT);
+        this.description = description;
+    }
+
+    public String getDescription() {
+        return description;
+    }
+}

src/main/java/com/andrewlalis/perfin/view/BindingUtil.java

@@ -1,8 +1,10 @@
 package com.andrewlalis.perfin.view;
 
 import javafx.beans.WeakListener;
+import javafx.beans.value.ObservableValue;
 import javafx.collections.ListChangeListener;
 import javafx.collections.ObservableList;
+import javafx.scene.Node;
 
 import java.lang.ref.WeakReference;
 import java.util.List;
@@ -86,4 +88,9 @@ public class BindingUtil {
             return false;
         }
     }
+
+    public static void bindManagedAndVisible(Node node, ObservableValue<? extends Boolean> value) {
+        node.managedProperty().bind(node.visibleProperty());
+        node.visibleProperty().bind(value);
+    }
 }

src/main/java/com/andrewlalis/perfin/view/StartupSplashScreen.java

@@ -9,6 +9,7 @@ import javafx.stage.Stage;
 import javafx.stage.StageStyle;
 
 import java.util.List;
+import java.util.concurrent.CompletableFuture;
 import java.util.function.Consumer;
 
 /**
@@ -17,12 +18,14 @@ import java.util.function.Consumer;
  */
 public class StartupSplashScreen extends Stage implements Consumer<String> {
     private final List<ThrowableConsumer<Consumer<String>>> tasks;
+    private final boolean delayTasks;
     private boolean startupSuccessful = false;
 
     private final TextArea textArea = new TextArea();
 
-    public StartupSplashScreen(List<ThrowableConsumer<Consumer<String>>> tasks) {
+    public StartupSplashScreen(List<ThrowableConsumer<Consumer<String>>> tasks, boolean delayTasks) {
         this.tasks = tasks;
+        this.delayTasks = delayTasks;
         setTitle("Starting Perfin...");
         setResizable(false);
         initStyle(StageStyle.UNDECORATED);
@@ -60,37 +63,50 @@ public class StartupSplashScreen extends Stage implements Consumer<String> {
         return scene;
     }
 
+    /**
+     * Runs all tasks sequentially, invoking each one on the JavaFX main thread,
+     * and quitting if there's any exception thrown.
+     */
     private void runTasks() {
         Thread.ofVirtual().start(() -> {
-            try {
+            if (delayTasks) sleepOrThrowRE(1000);
-                Thread.sleep(1000);
-            } catch (InterruptedException e) {
-                throw new RuntimeException(e);
-            }
             for (var task : tasks) {
+                try {
+                    CompletableFuture<Void> future = new CompletableFuture<>();
+                    Platform.runLater(() -> {
                         try {
                             task.accept(this);
-                    Thread.sleep(500);
+                            future.complete(null);
+                        } catch (Exception e) {
+                            future.completeExceptionally(e);
+                        }
+                    });
+                    future.join();
+                    if (delayTasks) sleepOrThrowRE(500);
                 } catch (Exception e) {
                     accept("Startup failed: " + e.getMessage());
                     e.printStackTrace(System.err);
-                    try {
+                    sleepOrThrowRE(5000);
-                        Thread.sleep(5000);
-                    } catch (InterruptedException ex) {
-                        throw new RuntimeException(ex);
-                    }
                     Platform.runLater(this::close);
                     return;
                 }
             }
             accept("Startup successful!");
-            try {
+            if (delayTasks) sleepOrThrowRE(1000);
-                Thread.sleep(1000);
-            } catch (InterruptedException e) {
-                throw new RuntimeException(e);
-            }
             startupSuccessful = true;
             Platform.runLater(this::close);
         });
     }
+
+    /**
+     * Helper method to sleep the current thread or throw a runtime exception.
+     * @param ms The number of milliseconds to sleep for.
+     */
+    private static void sleepOrThrowRE(long ms) {
+        try {
+            Thread.sleep(ms);
+        } catch (InterruptedException e) {
+            throw new RuntimeException(e);
+        }
+    }
 }

src/main/java/com/andrewlalis/perfin/view/component/AccountHistoryAccountEntryTile.java

@@ -1,36 +0,0 @@
-package com.andrewlalis.perfin.view.component;
-
-import com.andrewlalis.perfin.control.TransactionsViewController;
-import com.andrewlalis.perfin.data.AccountHistoryItemRepository;
-import com.andrewlalis.perfin.data.util.CurrencyUtil;
-import com.andrewlalis.perfin.model.AccountEntry;
-import com.andrewlalis.perfin.model.history.AccountHistoryItem;
-import javafx.scene.control.Hyperlink;
-import javafx.scene.text.Text;
-import javafx.scene.text.TextFlow;
-
-import static com.andrewlalis.perfin.PerfinApp.router;
-
-public class AccountHistoryAccountEntryTile extends AccountHistoryItemTile {
-    public AccountHistoryAccountEntryTile(AccountHistoryItem item, AccountHistoryItemRepository repo) {
-        super(item);
-        AccountEntry entry = repo.getAccountEntryItem(item.id);
-        if (entry == null) {
-            setCenter(new TextFlow(new Text("Deleted account entry because of deleted transaction.")));
-            return;
-        }
-
-        Text amountText = new Text(CurrencyUtil.formatMoneyWithCurrencyPrefix(entry.getMoneyValue()));
-        Hyperlink transactionLink = new Hyperlink("Transaction #" + entry.getTransactionId());
-        transactionLink.setOnAction(event -> router.navigate(
-                "transactions",
-                new TransactionsViewController.RouteContext(entry.getTransactionId())
-        ));
-        var text = new TextFlow(
-                transactionLink,
-                new Text("posted as a " + entry.getType().name().toLowerCase() + " to this account, with a value of "),
-                amountText
-        );
-        setCenter(text);
-    }
-}

src/main/java/com/andrewlalis/perfin/view/component/AccountHistoryBalanceRecordTile.java

@@ -1,31 +0,0 @@
-package com.andrewlalis.perfin.view.component;
-
-import com.andrewlalis.perfin.control.AccountViewController;
-import com.andrewlalis.perfin.data.AccountHistoryItemRepository;
-import com.andrewlalis.perfin.data.util.CurrencyUtil;
-import com.andrewlalis.perfin.model.BalanceRecord;
-import com.andrewlalis.perfin.model.history.AccountHistoryItem;
-import javafx.scene.control.Hyperlink;
-import javafx.scene.text.Text;
-import javafx.scene.text.TextFlow;
-
-import static com.andrewlalis.perfin.PerfinApp.router;
-
-public class AccountHistoryBalanceRecordTile extends AccountHistoryItemTile {
-    public AccountHistoryBalanceRecordTile(AccountHistoryItem item, AccountHistoryItemRepository repo, AccountViewController controller) {
-        super(item);
-        BalanceRecord balanceRecord = repo.getBalanceRecordItem(item.id);
-        if (balanceRecord == null) {
-            setCenter(new TextFlow(new Text("Deleted balance record was added.")));
-            return;
-        }
-
-        Text amountText = new Text(CurrencyUtil.formatMoneyWithCurrencyPrefix(balanceRecord.getMoneyAmount()));
-        var text = new TextFlow(new Text("Balance record #" + balanceRecord.id + " added with value of "), amountText);
-        setCenter(text);
-
-        Hyperlink viewLink = new Hyperlink("View this balance record");
-        viewLink.setOnAction(event -> router.navigate("balance-record", balanceRecord));
-        setBottom(viewLink);
-    }
-}

src/main/java/com/andrewlalis/perfin/view/component/AccountHistoryItemTile.java

@@ -1,9 +1,8 @@
 package com.andrewlalis.perfin.view.component;
 
-import com.andrewlalis.perfin.control.AccountViewController;
-import com.andrewlalis.perfin.data.AccountHistoryItemRepository;
 import com.andrewlalis.perfin.data.util.DateUtil;
-import com.andrewlalis.perfin.model.history.AccountHistoryItem;
+import com.andrewlalis.perfin.model.history.HistoryItem;
+import com.andrewlalis.perfin.model.history.HistoryTextItem;
 import javafx.scene.control.Label;
 import javafx.scene.layout.BorderPane;
 
@@ -11,7 +10,7 @@ import javafx.scene.layout.BorderPane;
  * A tile that shows a brief bit of information about an account history item.
  */
 public abstract class AccountHistoryItemTile extends BorderPane {
-    public AccountHistoryItemTile(AccountHistoryItem item) {
+    public AccountHistoryItemTile(HistoryItem item) {
         getStyleClass().add("tile");
 
         Label timestampLabel = new Label(DateUtil.formatUTCAsLocalWithZone(item.getTimestamp()));
@@ -20,14 +19,11 @@ public abstract class AccountHistoryItemTile extends BorderPane {
     }
 
     public static AccountHistoryItemTile forItem(
-            AccountHistoryItem item,
+            HistoryItem item
-            AccountHistoryItemRepository repo,
-            AccountViewController controller
     ) {
-        return switch (item.getType()) {
+        if (item instanceof HistoryTextItem t) {
-            case TEXT -> new AccountHistoryTextTile(item, repo);
+            return new AccountHistoryTextTile(t);
-            case ACCOUNT_ENTRY -> new AccountHistoryAccountEntryTile(item, repo);
+        }
-            case BALANCE_RECORD -> new AccountHistoryBalanceRecordTile(item, repo, controller);
+        throw new RuntimeException("Unsupported history item type: " + item.getType());
-        };
     }
 }

src/main/java/com/andrewlalis/perfin/view/component/AccountHistoryTextTile.java

@@ -1,14 +1,12 @@
 package com.andrewlalis.perfin.view.component;
 
-import com.andrewlalis.perfin.data.AccountHistoryItemRepository;
+import com.andrewlalis.perfin.model.history.HistoryTextItem;
-import com.andrewlalis.perfin.model.history.AccountHistoryItem;
 import javafx.scene.text.Text;
 import javafx.scene.text.TextFlow;
 
 public class AccountHistoryTextTile extends AccountHistoryItemTile {
-    public AccountHistoryTextTile(AccountHistoryItem item, AccountHistoryItemRepository repo) {
+    public AccountHistoryTextTile(HistoryTextItem item) {
         super(item);
-        String text = repo.getTextItem(item.id);
+        setCenter(new TextFlow(new Text(item.getDescription())));
-        setCenter(new TextFlow(new Text(text)));
     }
 }

src/main/java/com/andrewlalis/perfin/view/component/AccountSelectionBox.java

@@ -72,19 +72,21 @@ public class AccountSelectionBox extends ComboBox<Account> {
         showBalanceProperty.set(value);
     }
 
-    private static class CellFactory implements Callback<ListView<Account>, ListCell<Account>> {
+    /**
-        private final BooleanProperty showBalanceProp;
+     * A simple cell factory that just returns instances of {@link AccountListCell}.
-
+     * @param showBalanceProp Whether to show the account's balance.
-        private CellFactory(BooleanProperty showBalanceProp) {
+     */
-            this.showBalanceProp = showBalanceProp;
+    private record CellFactory(BooleanProperty showBalanceProp) implements Callback<ListView<Account>, ListCell<Account>> {
-        }
-
         @Override
         public ListCell<Account> call(ListView<Account> param) {
             return new AccountListCell(showBalanceProp);
         }
     }
 
+    /**
+     * A list cell implementation which shows an account's name, and optionally,
+     * its current derived balance underneath.
+     */
     private static class AccountListCell extends ListCell<Account> {
         private final BooleanProperty showBalanceProp;
         private final Label nameLabel = new Label();
@@ -110,7 +112,7 @@ public class AccountSelectionBox extends ComboBox<Account> {
 
             nameLabel.setText(item.getName() + " (" + item.getAccountNumberSuffix() + ")");
             if (showBalanceProp.get()) {
-                Profile.getCurrent().getDataSource().useRepoAsync(AccountRepository.class, repo -> {
+                Profile.getCurrent().dataSource().useRepoAsync(AccountRepository.class, repo -> {
                     BigDecimal balance = repo.deriveCurrentBalance(item.id);
                     Platform.runLater(() -> {
                         balanceLabel.setText(CurrencyUtil.formatMoney(new MoneyValue(balance, item.getCurrency())));

src/main/java/com/andrewlalis/perfin/view/component/AccountTile.java

@@ -81,7 +81,7 @@ public class AccountTile extends BorderPane {
         Label balanceLabel = new Label("Computing balance...");
         balanceLabel.getStyleClass().addAll("mono-font");
         balanceLabel.setDisable(true);
-        Profile.getCurrent().getDataSource().useRepoAsync(AccountRepository.class, repo -> {
+        Profile.getCurrent().dataSource().useRepoAsync(AccountRepository.class, repo -> {
             BigDecimal balance = repo.deriveCurrentBalance(account.id);
             String text = CurrencyUtil.formatMoney(new MoneyValue(balance, account.getCurrency()));
             Platform.runLater(() -> {

src/main/java/com/andrewlalis/perfin/view/component/AttachmentPreview.java

@@ -46,7 +46,7 @@ public class AttachmentPreview extends BorderPane {
         boolean showDocIcon = true;
         Set<String> imageTypes = Set.of("image/png", "image/jpeg", "image/gif", "image/bmp");
         if (imageTypes.contains(attachment.getContentType())) {
-            try (var in = Files.newInputStream(attachment.getPath(Profile.getContentDir(Profile.getCurrent().getName())))) {
+            try (var in = Files.newInputStream(attachment.getPath(Profile.getContentDir(Profile.getCurrent().name())))) {
                 Image img = new Image(in, IMAGE_SIZE, IMAGE_SIZE, true, true);
                 contentContainer.setCenter(new ImageView(img));
                 showDocIcon = false;
@@ -69,7 +69,7 @@ public class AttachmentPreview extends BorderPane {
         this.setCenter(stackPane);
         this.setOnMouseClicked(event -> {
             if (this.isHover()) {
-                Path filePath = attachment.getPath(Profile.getContentDir(Profile.getCurrent().getName()));
+                Path filePath = attachment.getPath(Profile.getContentDir(Profile.getCurrent().name()));
                 PerfinApp.instance.getHostServices().showDocument(filePath.toAbsolutePath().toUri().toString());
             }
         });

src/main/java/com/andrewlalis/perfin/view/component/CategorySelectionBox.java

@@ -0,0 +1,81 @@
+package com.andrewlalis.perfin.view.component;
+
+import com.andrewlalis.perfin.data.TransactionCategoryRepository;
+import com.andrewlalis.perfin.model.TransactionCategory;
+import javafx.geometry.Insets;
+import javafx.scene.control.ComboBox;
+import javafx.scene.control.Label;
+import javafx.scene.control.ListCell;
+import javafx.scene.layout.HBox;
+import javafx.scene.shape.Circle;
+
+import java.util.HashMap;
+import java.util.List;
+import java.util.Map;
+
+public class CategorySelectionBox extends ComboBox<TransactionCategory> {
+    private final Map<TransactionCategory, Integer> categoryIndentationLevels = new HashMap<>();
+
+    public CategorySelectionBox() {
+        setCellFactory(view -> new CategoryListCell(categoryIndentationLevels));
+        setButtonCell(new CategoryListCell(null));
+    }
+
+    public void loadCategories(List<TransactionCategoryRepository.CategoryTreeNode> treeNodes) {
+        categoryIndentationLevels.clear();
+        getItems().clear();
+        populateCategories(treeNodes, 0);
+        getItems().add(null);
+    }
+
+    private void populateCategories(
+            List<TransactionCategoryRepository.CategoryTreeNode> treeNodes,
+            int depth
+    ) {
+        for (var node : treeNodes) {
+            getItems().add(node.category());
+            categoryIndentationLevels.put(node.category(), depth);
+            populateCategories(node.children(), depth + 1);
+        }
+    }
+
+    public void select(TransactionCategory category) {
+        setButtonCell(new CategoryListCell(null));
+        getSelectionModel().select(category);
+    }
+
+    private static class CategoryListCell extends ListCell<TransactionCategory> {
+        private final Label nameLabel = new Label();
+        private final Circle colorIndicator = new Circle(8);
+        private final Map<TransactionCategory, Integer> categoryIndentationLevels;
+
+        public CategoryListCell(Map<TransactionCategory, Integer> categoryIndentationLevels) {
+            this.categoryIndentationLevels = categoryIndentationLevels;
+            nameLabel.getStyleClass().add("normal-color-text-fill");
+            colorIndicator.managedProperty().bind(colorIndicator.visibleProperty());
+            HBox container = new HBox(colorIndicator, nameLabel);
+            container.getStyleClass().add("std-spacing");
+            setGraphic(container);
+        }
+
+        @Override
+        protected void updateItem(TransactionCategory item, boolean empty) {
+            super.updateItem(item, empty);
+            if (item == null || empty) {
+                nameLabel.setText("None");
+                colorIndicator.setVisible(false);
+                return;
+            }
+
+            nameLabel.setText(item.getName());
+            if (categoryIndentationLevels != null) {
+                HBox.setMargin(
+                        colorIndicator,
+                        new Insets(0, 0, 0, 10 * categoryIndentationLevels.getOrDefault(item, 0))
+                );
+            }
+            colorIndicator.setVisible(true);
+            colorIndicator.setFill(item.getColor());
+        }
+    }
+}

src/main/java/com/andrewlalis/perfin/view/component/CategoryTile.java

@@ -0,0 +1,65 @@
+package com.andrewlalis.perfin.view.component;
+
+import com.andrewlalis.perfin.control.EditCategoryController;
+import com.andrewlalis.perfin.control.Popups;
+import com.andrewlalis.perfin.data.TransactionCategoryRepository;
+import com.andrewlalis.perfin.model.Profile;
+import javafx.scene.control.Button;
+import javafx.scene.control.Label;
+import javafx.scene.layout.BorderPane;
+import javafx.scene.layout.HBox;
+import javafx.scene.layout.VBox;
+import javafx.scene.shape.Circle;
+
+import static com.andrewlalis.perfin.PerfinApp.router;
+
+public class CategoryTile extends VBox {
+    public CategoryTile(
+            TransactionCategoryRepository.CategoryTreeNode treeNode,
+            Runnable categoriesRefresh
+    ) {
+        this.getStyleClass().addAll("tile", "spacing-extra", "hand-cursor");
+        this.setStyle("-fx-border-width: 1px; -fx-border-color: grey;");
+        this.setOnMouseClicked(event -> {
+            event.consume();
+            router.navigate(
+                    "edit-category",
+                    new EditCategoryController.CategoryRouteContext(treeNode.category())
+            );
+        });
+
+        BorderPane borderPane = new BorderPane();
+        borderPane.getStyleClass().addAll("std-padding");
+        Label nameLabel = new Label(treeNode.category().getName());
+        nameLabel.getStyleClass().addAll("bold-text");
+        Circle colorCircle = new Circle(10, treeNode.category().getColor());
+        HBox contentBox = new HBox(colorCircle, nameLabel);
+        contentBox.getStyleClass().addAll("std-spacing");
+        borderPane.setLeft(contentBox);
+
+        Button addChildButton = new Button("Add Subcategory");
+        addChildButton.setOnAction(event -> router.navigate(
+                "edit-category",
+                new EditCategoryController.AddSubcategoryRouteContext(treeNode.category())
+        ));
+        Button removeButton = new Button("Remove");
+        removeButton.setOnAction(event -> {
+            boolean confirm = Popups.confirm(removeButton, "Are you sure you want to remove this category? It will permanently remove the category from all linked transactions, and all subcategories will also be removed. This cannot be undone.");
+            if (confirm) {
+                Profile.getCurrent().dataSource().useRepo(
+                        TransactionCategoryRepository.class,
+                        repo -> repo.deleteById(treeNode.category().id)
+                );
+                categoriesRefresh.run();
+            }
+        });
+        HBox buttonsBox = new HBox(addChildButton, removeButton);
+        buttonsBox.getStyleClass().addAll("std-spacing");
+        borderPane.setRight(buttonsBox);
+
+        this.getChildren().add(borderPane);
+        for (var child : treeNode.children()) {
+            this.getChildren().add(new CategoryTile(child, categoriesRefresh));
+        }
+    }
+}

src/main/java/com/andrewlalis/perfin/view/component/TransactionTile.java

@@ -100,7 +100,7 @@ public class TransactionTile extends BorderPane {
     }
 
     private CompletableFuture<CreditAndDebitAccounts> getCreditAndDebitAccounts(Transaction transaction) {
-        return Profile.getCurrent().getDataSource().mapRepoAsync(
+        return Profile.getCurrent().dataSource().mapRepoAsync(
                 TransactionRepository.class,
                 repo -> repo.findLinkedAccounts(transaction.id)
         );

src/main/java/com/andrewlalis/perfin/view/component/VendorTile.java

@@ -0,0 +1,46 @@
+package com.andrewlalis.perfin.view.component;
+
+import com.andrewlalis.perfin.control.Popups;
+import com.andrewlalis.perfin.data.TransactionVendorRepository;
+import com.andrewlalis.perfin.model.Profile;
+import com.andrewlalis.perfin.model.TransactionVendor;
+import javafx.geometry.Pos;
+import javafx.scene.control.Button;
+import javafx.scene.control.Label;
+import javafx.scene.layout.BorderPane;
+import javafx.scene.layout.VBox;
+
+import static com.andrewlalis.perfin.PerfinApp.router;
+
+public class VendorTile extends BorderPane {
+    public VendorTile(TransactionVendor vendor, Runnable vendorRefresh) {
+        this.getStyleClass().addAll("tile", "std-spacing", "hand-cursor");
+        this.setOnMouseClicked(event -> router.navigate("edit-vendor", vendor));
+
+        Label nameLabel = new Label(vendor.getName());
+        nameLabel.getStyleClass().addAll("bold-text");
+        Label descriptionLabel = new Label(vendor.getDescription());
+        descriptionLabel.setWrapText(true);
+        VBox contentVBox = new VBox(nameLabel, descriptionLabel);
+        contentVBox.getStyleClass().addAll("std-spacing");
+        this.setCenter(contentVBox);
+        BorderPane.setAlignment(contentVBox, Pos.TOP_LEFT);
+
+        this.setRight(getRemoveButton(vendor, vendorRefresh));
+    }
+
+    private Button getRemoveButton(TransactionVendor transactionVendor, Runnable vendorRefresh) {
+        Button removeButton = new Button("Remove");
+        removeButton.setOnAction(event -> {
+            boolean confirm = Popups.confirm(removeButton, "Are you sure you want to remove this vendor? Any transactions assigned to this vendor will have their vendor field cleared. This cannot be undone.");
+            if (confirm) {
+                Profile.getCurrent().dataSource().useRepo(
+                        TransactionVendorRepository.class,
+                        repo -> repo.deleteById(transactionVendor.id)
+                );
+                vendorRefresh.run();
+            }
+        });
+        return removeButton;
+    }
+}

src/main/java/com/andrewlalis/perfin/view/component/validation/AsyncValidationFunction.java

@@ -0,0 +1,7 @@
+package com.andrewlalis.perfin.view.component.validation;
+
+import java.util.concurrent.CompletableFuture;
+
+public interface AsyncValidationFunction<T> {
+    CompletableFuture<ValidationResult> validate(T input);
+}

src/main/java/com/andrewlalis/perfin/view/component/validation/ValidationApplier.java

@@ -1,24 +1,40 @@
 package com.andrewlalis.perfin.view.component.validation;
 
 import com.andrewlalis.perfin.view.component.validation.decorators.FieldSubtextDecorator;
+import javafx.application.Platform;
 import javafx.beans.binding.BooleanExpression;
 import javafx.beans.property.Property;
+import javafx.beans.property.SimpleBooleanProperty;
 import javafx.scene.Node;
 import javafx.scene.control.TextField;
 
+import java.util.concurrent.CompletableFuture;
+
 /**
  * Fluent interface for applying a validator to one or more controls.
  * @param <T> The value type.
  */
 public class ValidationApplier<T> {
-    private final ValidationFunction<T> validator;
+    private final AsyncValidationFunction<T> validator;
     private ValidationDecorator decorator = new FieldSubtextDecorator();
     private boolean validateInitially = false;
 
     public ValidationApplier(ValidationFunction<T> validator) {
+        this.validator = input -> CompletableFuture.completedFuture(validator.validate(input));
+    }
+
+    public ValidationApplier(AsyncValidationFunction<T> validator) {
         this.validator = validator;
     }
 
+    public static <T> ValidationApplier<T> of(ValidationFunction<T> validator) {
+        return new ValidationApplier<>(validator);
+    }
+
+    public static <T> ValidationApplier<T> ofAsync(AsyncValidationFunction<T> validator) {
+        return new ValidationApplier<>(validator);
+    }
+
     public ValidationApplier<T> decoratedWith(ValidationDecorator decorator) {
         this.decorator = decorator;
         return this;
@@ -29,24 +45,47 @@ public class ValidationApplier<T> {
         return this;
     }
 
+    /**
+     * Attaches the configured validator and decorator to a node, so that when
+     * the node's specified valueProperty changes, the validator will be called
+     * and if the new value is invalid, the decorator will update the UI to
+     * show the message(s) to the user.
+     * @param node The node to attach to.
+     * @param valueProperty The property to listen for changes and validate on.
+     * @param triggerProperties Additional properties that, when changed, can
+     *                          trigger validation.
+     * @return A boolean expression that tells whether the given valueProperty
+     * is valid at any given time.
+     */
     public BooleanExpression attach(Node node, Property<T> valueProperty, Property<?>... triggerProperties) {
-        BooleanExpression validProperty = BooleanExpression.booleanExpression(
+        final SimpleBooleanProperty validProperty = new SimpleBooleanProperty();
-                valueProperty.map(value -> validator.validate(value).isValid())
-        );
         valueProperty.addListener((observable, oldValue, newValue) -> {
-            ValidationResult result = validator.validate(newValue);
+            validProperty.set(false); // Always set valid to false before we start validation.
+            validator.validate(newValue)
+                .thenAccept(result -> Platform.runLater(() -> {
+                    validProperty.set(result.isValid());
                     decorator.decorate(node, result);
+                }));
         });
         for (Property<?> influencingProperty : triggerProperties) {
             influencingProperty.addListener((observable, oldValue, newValue) -> {
-                ValidationResult result = validator.validate(valueProperty.getValue());
+                validProperty.set(false); // Always set valid to false before we start validation.
+                validator.validate(valueProperty.getValue())
+                    .thenAccept(result -> Platform.runLater(() -> {
+                        validProperty.set(result.isValid());
                         decorator.decorate(node, result);
+                    }));
             });
         }
 
         if (validateInitially) {
             // Call the decorator once to perform validation right away.
-            decorator.decorate(node, validator.validate(valueProperty.getValue()));
+            validProperty.set(false); // Always set valid to false before we start validation.
+            validator.validate(valueProperty.getValue())
+                .thenAccept(result -> Platform.runLater(() -> {
+                    validProperty.set(result.isValid());
+                    decorator.decorate(node, result);
+                }));
         }
         return validProperty;
     }

src/main/java/com/andrewlalis/perfin/view/component/validation/decorators/FieldSubtextDecorator.java

@@ -4,6 +4,7 @@ import com.andrewlalis.perfin.view.component.validation.ValidationDecorator;
 import com.andrewlalis.perfin.view.component.validation.ValidationResult;
 import javafx.scene.Node;
 import javafx.scene.control.Label;
+import javafx.scene.layout.HBox;
 import javafx.scene.layout.Pane;
 import javafx.scene.layout.VBox;
 import org.slf4j.Logger;
@@ -55,6 +56,9 @@ public class FieldSubtextDecorator implements ValidationDecorator {
         errorLabel.getStyleClass().addAll("small-font", "negative-color-text-fill");
         errorLabel.setWrapText(true);
         VBox validationContainer = new VBox(node, errorLabel);
+        if (trueParent instanceof HBox) {
+            HBox.setHgrow(validationContainer, HBox.getHgrow(node));
+        }
         validationContainer.setUserData(WRAP_KEY);
         trueParent.getChildren().add(idx, validationContainer);
         return errorLabel;

src/main/java/com/andrewlalis/perfin/view/component/validation/validators/PredicateValidator.java

@@ -1,10 +1,14 @@
 package com.andrewlalis.perfin.view.component.validation.validators;
 
-import com.andrewlalis.perfin.view.component.validation.ValidationFunction;
+import com.andrewlalis.perfin.view.component.validation.AsyncValidationFunction;
 import com.andrewlalis.perfin.view.component.validation.ValidationResult;
+import org.slf4j.Logger;
+import org.slf4j.LoggerFactory;
 
 import java.util.ArrayList;
 import java.util.List;
+import java.util.concurrent.CompletableFuture;
+import java.util.concurrent.ExecutionException;
 import java.util.function.Function;
 
 /**
@@ -12,32 +16,73 @@ import java.util.function.Function;
  * determine if it's valid. If invalid, a message is added.
  * @param <T> The value type.
  */
-public class PredicateValidator<T> implements ValidationFunction<T> {
+public class PredicateValidator<T> implements AsyncValidationFunction<T> {
-    private record ValidationStep<T>(Function<T, Boolean> predicate, String message, boolean terminal) {}
+    private static final Logger logger = LoggerFactory.getLogger(PredicateValidator.class);
+
+    private record ValidationStep<T>(Function<T, CompletableFuture<Boolean>> predicate, String message, boolean terminal) {}
 
     private final List<ValidationStep<T>> steps = new ArrayList<>();
 
-    public PredicateValidator<T> addPredicate(Function<T, Boolean> predicate, String errorMessage) {
+    private PredicateValidator<T> addPredicate(Function<T, Boolean> predicate, String errorMessage, boolean terminal) {
-        steps.add(new ValidationStep<>(predicate, errorMessage, false));
+        steps.add(new ValidationStep<>(
+                v -> CompletableFuture.completedFuture(predicate.apply(v)),
+                errorMessage,
+                terminal
+        ));
         return this;
     }
 
-    public PredicateValidator<T> addTerminalPredicate(Function<T, Boolean> predicate, String errorMessage) {
+    private PredicateValidator<T> addAsyncPredicate(Function<T, CompletableFuture<Boolean>> asyncPredicate, String errorMessage, boolean terminal) {
-        steps.add(new ValidationStep<>(predicate, errorMessage, true));
+        steps.add(new ValidationStep<>(asyncPredicate, errorMessage, terminal));
         return this;
     }
 
+    public PredicateValidator<T> addPredicate(Function<T, Boolean> predicate, String errorMessage) {
+        return addPredicate(predicate, errorMessage, false);
+    }
+
+    public PredicateValidator<T> addAsyncPredicate(Function<T, CompletableFuture<Boolean>> asyncPredicate, String errorMessage) {
+        return addAsyncPredicate(asyncPredicate, errorMessage, false);
+    }
+
+    /**
+     * Adds a terminal predicate, that is, if the given boolean function
+     * evaluates to false, then no further predicates are evaluated.
+     * @param predicate The predicate function.
+     * @param errorMessage The error message to display if the predicate
+     *                     evaluates to false for a given value.
+     * @return A reference to the validator, for method chaining.
+     */
+    public PredicateValidator<T> addTerminalPredicate(Function<T, Boolean> predicate, String errorMessage) {
+        return addPredicate(predicate, errorMessage, true);
+    }
+
+    public PredicateValidator<T> addTerminalAsyncPredicate(Function<T, CompletableFuture<Boolean>> asyncPredicate, String errorMessage) {
+        return addAsyncPredicate(asyncPredicate, errorMessage);
+    }
+
     @Override
-    public ValidationResult validate(T input) {
+    public CompletableFuture<ValidationResult> validate(T input) {
+        CompletableFuture<ValidationResult> cf = new CompletableFuture<>();
+        Thread.ofVirtual().start(() -> {
             List<String> messages = new ArrayList<>();
             for (var step : steps) {
-            if (!step.predicate().apply(input)) {
+                try {
+                    boolean success = step.predicate().apply(input).get();
+                    if (!success) {
                         messages.add(step.message());
                         if (step.terminal()) {
-                    return new ValidationResult(messages);
+                            cf.complete(new ValidationResult(messages));
+                            return; // Exit if this is a terminal step and it failed.
                         }
                     }
+                } catch (InterruptedException | ExecutionException e) {
+                    logger.error("Applying a predicate to input failed.", e);
+                    cf.completeExceptionally(e);
                 }
-        return new ValidationResult(messages);
+            }
+            cf.complete(new ValidationResult(messages));
+        });
+        return cf;
     }
 }

src/main/java/module-info.java

@@ -19,4 +19,5 @@ module com.andrewlalis.perfin {
     opens com.andrewlalis.perfin.view to javafx.fxml;
     opens com.andrewlalis.perfin.view.component to javafx.fxml;
     opens com.andrewlalis.perfin.view.component.validation to javafx.fxml;
+    exports com.andrewlalis.perfin.model.history to javafx.graphics;
 }

src/main/resources/categories-view.fxml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="UTF-8"?>
+
+<?import javafx.scene.layout.BorderPane?>
+<?import javafx.scene.control.Label?>
+<?import javafx.scene.layout.VBox?>
+<?import javafx.scene.layout.HBox?>
+<?import javafx.scene.control.Button?>
+<?import javafx.scene.control.ScrollPane?>
+<?import com.andrewlalis.perfin.view.component.StyledText?>
+<BorderPane xmlns="http://javafx.com/javafx"
+            xmlns:fx="http://javafx.com/fxml"
+            fx:controller="com.andrewlalis.perfin.control.CategoriesViewController"
+>
+    <top>
+        <Label text="Transaction Categories" styleClass="large-font,bold-text,std-padding"/>
+    </top>
+    <center>
+        <VBox>
+            <StyledText maxWidth="500" styleClass="std-padding">
+                Categories are used to group your transactions based on their
+                purpose. It's helpful to categorize transactions in order to get
+                a better view of your spending habits, and it makes it easier to
+                lookup transactions later.
+            </StyledText>
+            <HBox styleClass="std-padding, std-spacing" VBox.vgrow="NEVER">
+                <Button text="Add Category" onAction="#addCategory"/>
+                <Button text="Add Default Categories" onAction="#addDefaultCategories"/>
+            </HBox>
+            <ScrollPane styleClass="tile-container-scroll" VBox.vgrow="ALWAYS">
+                <VBox fx:id="categoriesVBox" styleClass="tile-container"/>
+            </ScrollPane>
+        </VBox>
+    </center>
+</BorderPane>

src/main/resources/create-balance-record.fxml

@@ -55,7 +55,7 @@
             </PropertiesPane>
 
             <Separator/>
-            <HBox styleClass="std-padding,std-spacing">
+            <HBox styleClass="std-padding,std-spacing" alignment="CENTER_RIGHT">
                 <Button text="Save" fx:id="saveButton" onAction="#save"/>
                 <Button text="Cancel" onAction="#cancel"/>
             </HBox>

src/main/resources/edit-category.fxml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="UTF-8"?>
+
+<?import com.andrewlalis.perfin.view.component.PropertiesPane?>
+<?import javafx.scene.control.*?>
+<?import javafx.scene.layout.*?>
+<BorderPane xmlns="http://javafx.com/javafx"
+            xmlns:fx="http://javafx.com/fxml"
+            fx:controller="com.andrewlalis.perfin.control.EditCategoryController"
+>
+    <top>
+        <Label text="Edit Transaction Category" styleClass="bold-text,large-font,std-padding"/>
+    </top>
+    <center>
+        <VBox>
+            <PropertiesPane hgap="5" vgap="5" styleClass="std-padding" maxWidth="500">
+                <columnConstraints>
+                    <ColumnConstraints hgrow="NEVER" halignment="LEFT" minWidth="150"/>
+                    <ColumnConstraints hgrow="ALWAYS" halignment="RIGHT"/>
+                </columnConstraints>
+
+                <Label text="Name" labelFor="${nameField}"/>
+                <TextField fx:id="nameField"/>
+
+                <Label text="Color" labelFor="${colorPicker}"/>
+                <ColorPicker fx:id="colorPicker"/>
+            </PropertiesPane>
+            <Separator/>
+            <HBox styleClass="std-padding, std-spacing" alignment="CENTER_RIGHT">
+                <Button text="Save" fx:id="saveButton" onAction="#save"/>
+                <Button text="Cancel" onAction="#cancel"/>
+            </HBox>
+        </VBox>
+    </center>
+</BorderPane>

src/main/resources/edit-transaction.fxml

@@ -5,6 +5,8 @@
 <?import com.andrewlalis.perfin.view.component.PropertiesPane?>
 <?import javafx.scene.control.*?>
 <?import javafx.scene.layout.*?>
+<?import com.andrewlalis.perfin.view.component.CategorySelectionBox?>
+<?import com.andrewlalis.perfin.view.component.StyledText?>
 <BorderPane xmlns="http://javafx.com/javafx"
             xmlns:fx="http://javafx.com/fxml"
             fx:controller="com.andrewlalis.perfin.control.EditTransactionController"
@@ -27,10 +29,10 @@
                     <TextField fx:id="timestampField" styleClass="mono-font"/>
 
                     <Label text="Amount" labelFor="${amountField}" styleClass="bold-text"/>
-                    <TextField fx:id="amountField" styleClass="mono-font"/>
+                    <HBox styleClass="std-spacing">
-
+                        <TextField fx:id="amountField" styleClass="mono-font" HBox.hgrow="ALWAYS"/>
-                    <Label text="Currency" labelFor="${currencyChoiceBox}" styleClass="bold-text"/>
                         <ChoiceBox fx:id="currencyChoiceBox"/>
+                    </HBox>
 
                     <Label text="Description" labelFor="${descriptionField}" styleClass="bold-text"/>
                     <TextArea
@@ -43,15 +45,78 @@
 
                 <!-- Container for linked accounts -->
                 <HBox styleClass="std-padding,std-spacing" fx:id="linkedAccountsContainer">
-                    <VBox>
+                    <VBox HBox.hgrow="ALWAYS">
                         <Label text="Debited Account" labelFor="${debitAccountSelector}" styleClass="bold-text"/>
                         <AccountSelectionBox fx:id="debitAccountSelector" allowNone="true" showBalance="true"/>
                     </VBox>
-                    <VBox>
+                    <VBox HBox.hgrow="ALWAYS">
                         <Label text="Credited Account" labelFor="${creditAccountSelector}" styleClass="bold-text"/>
                         <AccountSelectionBox fx:id="creditAccountSelector" allowNone="true" showBalance="true"/>
                     </VBox>
                 </HBox>
+
+                <!-- Additional, mostly optional properties -->
+                <PropertiesPane hgap="5" vgap="5" styleClass="std-padding">
+                    <columnConstraints>
+                        <ColumnConstraints hgrow="NEVER" halignment="LEFT" minWidth="150"/>
+                        <ColumnConstraints hgrow="ALWAYS" halignment="RIGHT"/>
+                    </columnConstraints>
+
+                    <VBox>
+                        <Label text="Vendor" labelFor="${vendorComboBox}" styleClass="bold-text"/>
+                        <Hyperlink fx:id="vendorsHyperlink" text="Manage vendors" styleClass="small-font"/>
+                    </VBox>
+                    <ComboBox fx:id="vendorComboBox" editable="true" maxWidth="Infinity"/>
+
+                    <VBox>
+                        <Label text="Category" labelFor="${categoryComboBox}" styleClass="bold-text"/>
+                        <Hyperlink fx:id="categoriesHyperlink" text="Manage categories" styleClass="small-font"/>
+                    </VBox>
+                    <CategorySelectionBox fx:id="categoryComboBox" maxWidth="Infinity"/>
+
+                    <VBox>
+                        <Label text="Tags" labelFor="${tagsComboBox}" styleClass="bold-text"/>
+                        <Hyperlink fx:id="tagsHyperlink" text="Manage tags" styleClass="small-font"/>
+                    </VBox>
+                    <VBox maxWidth="Infinity">
+                        <HBox styleClass="std-spacing">
+                            <ComboBox fx:id="tagsComboBox" editable="true" HBox.hgrow="ALWAYS" maxWidth="Infinity"/>
+                            <Button fx:id="addTagButton" text="Add" HBox.hgrow="NEVER"/>
+                        </HBox>
+                        <VBox fx:id="tagsVBox" styleClass="std-spacing,std-padding"/>
+                    </VBox>
+
+                    <Label text="Line Items" styleClass="bold-text"/>
+                    <VBox maxWidth="Infinity">
+                        <Button text="Add Line Item" fx:id="addLineItemButton" disable="true"/>
+                        <StyledText styleClass="small-font">
+                            Line items aren't yet supported. I'm working on it!
+                        </StyledText>
+                        <VBox styleClass="std-spacing" fx:id="addLineItemForm">
+                            <HBox styleClass="std-spacing">
+                                <VBox>
+                                    <Label text="Quantity" styleClass="bold-text,small-font"/>
+                                    <Spinner fx:id="lineItemQuantitySpinner" minWidth="60" maxWidth="60"/>
+                                </VBox>
+                                <VBox HBox.hgrow="ALWAYS">
+                                    <Label text="Value per Item" styleClass="bold-text,small-font"/>
+                                    <TextField fx:id="lineItemValueField"/>
+                                </VBox>
+                            </HBox>
+                            <VBox>
+                                <Label text="Description" styleClass="bold-text,small-font"/>
+                                <TextField fx:id="lineItemDescriptionField"/>
+                            </VBox>
+                            <HBox styleClass="std-spacing" alignment="CENTER_RIGHT">
+                                <Button text="Add" fx:id="addLineItemAddButton"/>
+                                <Button text="Cancel" fx:id="addLineItemCancelButton"/>
+                            </HBox>
+                        </VBox>
+
+                        <VBox fx:id="lineItemsVBox"/>
+                    </VBox>
+                </PropertiesPane>
+
                 <!-- Container for attachments -->
                 <VBox styleClass="std-padding">
                     <Label text="Attachments" styleClass="bold-text"/>

src/main/resources/edit-vendor.fxml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="UTF-8"?>
+
+<?import com.andrewlalis.perfin.view.component.PropertiesPane?>
+<?import javafx.scene.control.*?>
+<?import javafx.scene.layout.*?>
+<BorderPane xmlns="http://javafx.com/javafx"
+            xmlns:fx="http://javafx.com/fxml"
+            fx:controller="com.andrewlalis.perfin.control.EditVendorController"
+>
+    <top>
+        <Label text="Edit Vendor" styleClass="bold-text,large-font,std-padding"/>
+    </top>
+    <center>
+        <VBox>
+            <PropertiesPane hgap="5" vgap="5" styleClass="std-padding" maxWidth="500">
+                <columnConstraints>
+                    <ColumnConstraints hgrow="NEVER" halignment="LEFT" minWidth="150"/>
+                    <ColumnConstraints hgrow="ALWAYS" halignment="RIGHT"/>
+                </columnConstraints>
+
+                <Label text="Name" labelFor="${nameField}"/>
+                <TextField fx:id="nameField"/>
+
+                <Label text="Description" labelFor="${descriptionField}"/>
+                <TextArea fx:id="descriptionField" wrapText="true"/>
+            </PropertiesPane>
+            <Separator/>
+            <HBox styleClass="std-padding,std-spacing" alignment="CENTER_RIGHT">
+                <Button text="Save" fx:id="saveButton" onAction="#save"/>
+                <Button text="Cancel" onAction="#cancel"/>
+            </HBox>
+        </VBox>
+    </center>
+</BorderPane>

src/main/resources/main-view.fxml

@@ -28,7 +28,7 @@
             <!-- App footer -->
             <bottom>
                 <HBox styleClass="std-padding,std-spacing">
-                    <Label text="Perfin Version 1.4.0"/>
+                    <Label text="Perfin Version 1.5.0"/>
                     <AnchorPane>
                         <Label text="© 2024 Andrew Lalis" styleClass="small-font,secondary-color-text-fill" AnchorPane.topAnchor="0" AnchorPane.bottomAnchor="0"/>
                     </AnchorPane>

src/main/resources/sql/data/default-categories.json

@@ -0,0 +1,82 @@
+[
+  {
+    "name": "Food & Drink",
+    "color": "#10C600",
+    "children": [
+      {"name": "Groceries"},
+      {"name": "Restaurants"},
+      {"name": "Alcohol & Bars"}
+    ]
+  },
+  {
+    "name": "Transportation",
+    "color": "#4688FF",
+    "children": [
+      {"name": "Car & Fuel"},
+      {"name": "Public Transport"},
+      {"name": "Air Travel"},
+      {"name": "Taxi & Rideshare"}
+    ]
+  },
+  {
+    "name": "Household",
+    "color": "#E5DF00",
+    "children": [
+      {"name": "Rent & Mortgage"},
+      {"name": "Utilities"},
+      {"name": "Insurance & Fees"},
+      {"name": "Home Improvements & Renovation"},
+      {"name": "Household Supplies"},
+      {"name": "Pets"},
+      {"name": "Garden"}
+    ]
+  },
+  {
+    "name": "Shopping",
+    "color": "#BF2484",
+    "children": [
+      {"name":  "Clothes & Accessories"},
+      {"name": "Electronics"},
+      {"name": "Hobbies & Crafts"},
+      {"name": "Gifts"}
+    ]
+  },
+  {
+    "name": "Leisure",
+    "color": "#C7271C",
+    "children": [
+      {"name": "Culture & Events"},
+      {"name": "Movies & Media"},
+      {"name": "Vacation"}
+    ]
+  },
+  {
+    "name": "Health & Wellness",
+    "color": "#BE11D7",
+    "children": [
+      {"name": "Healthcare"},
+      {"name": "Medication"},
+      {"name": "Vision"},
+      {"name": "Dental"},
+      {"name": "Fitness & Sports"}
+    ]
+  },
+  {
+    "name": "Income",
+    "color": "#83F25C",
+    "children": [
+      {"name": "Cash Deposits"},
+      {"name": "Salary"},
+      {"name": "Pension"},
+      {"name": "Investments"}
+    ]
+  },
+  {
+    "name": "Transfers",
+    "color": "#F7AE39"
+  },
+  {
+    "name": "Charity",
+    "color": "#9AE5FF"
+  }
+]

src/main/resources/sql/migration/M001_AddTransactionProperties.sql

@@ -0,0 +1,73 @@
+/*
+Migration to add additional properties to transactions as per this GitHub issue:
+https://github.com/andrewlalis/perfin/issues/10
+
+Adds the following:
+- An optional "vendor" field and associated vendor entity.
+- An optional "category" field and associated category entity.
+- An optional set of "tags" that are user-defined strings.
+- An optional set of "line items" that comprise some subtotal of the transaction
+  and can be used to specify that X amount of the total was spent on some
+  specific item.
+- An optional address of the purchase.
+*/
+
+CREATE TABLE transaction_vendor (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    name VARCHAR(255) NOT NULL UNIQUE,
+    description VARCHAR(255)
+);
+
+CREATE TABLE transaction_category (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    parent_id BIGINT DEFAULT NULL,
+    name VARCHAR(63) NOT NULL UNIQUE,
+    color VARCHAR(6) NOT NULL DEFAULT 'FFFFFF',
+    CONSTRAINT fk_transaction_category_parent
+        FOREIGN KEY (parent_id) REFERENCES transaction_category(id)
+            ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE transaction_tag (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    name VARCHAR(63) NOT NULL UNIQUE
+);
+
+CREATE TABLE transaction_tag_join (
+    transaction_id BIGINT NOT NULL,
+    tag_id BIGINT NOT NULL,
+    PRIMARY KEY (transaction_id, tag_id),
+    CONSTRAINT fk_transaction_tag_join_transaction
+        FOREIGN KEY (transaction_id) REFERENCES transaction(id)
+            ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT fk_transaction_tag_join_tag
+        FOREIGN KEY (tag_id) REFERENCES transaction_tag(id)
+            ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE transaction_line_item (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    transaction_id BIGINT NOT NULL,
+    value_per_item NUMERIC(12, 4) NOT NULL,
+    quantity INT NOT NULL DEFAULT 1,
+    description VARCHAR(255) NOT NULL,
+    CONSTRAINT fk_transaction_line_item_transaction
+        FOREIGN KEY (transaction_id) REFERENCES transaction(id)
+            ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT ck_transaction_line_item_quantity_positive
+        CHECK quantity > 0
+);
+
+ALTER TABLE transaction
+    ADD COLUMN vendor_id BIGINT DEFAULT NULL AFTER description;
+ALTER TABLE transaction
+    ADD COLUMN category_id BIGINT DEFAULT NULL AFTER vendor_id;
+ALTER TABLE transaction
+    ADD CONSTRAINT fk_transaction_vendor
+        FOREIGN KEY (vendor_id) REFERENCES transaction_vendor(id)
+            ON UPDATE CASCADE ON DELETE SET NULL;
+ALTER TABLE transaction
+    ADD CONSTRAINT fk_transaction_category
+        FOREIGN KEY (category_id) REFERENCES transaction_category(id)
+            ON UPDATE CASCADE ON DELETE SET NULL;
+

src/main/resources/sql/migration/M002_RefactorHistories.sql

@@ -0,0 +1,61 @@
+/*
+Migration to clean up history entities so that they are easier to work with, and
+less prone to errors.
+
+- Removes existing account history items.
+- Adds a generic history table and history items that are linked to a history.
+- Adds history links to accounts and transactions.
+*/
+
+CREATE TABLE history (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT
+);
+
+CREATE TABLE history_item (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    history_id BIGINT NOT NULL,
+    timestamp TIMESTAMP NOT NULL,
+    type VARCHAR(63) NOT NULL,
+    CONSTRAINT fk_history_item_history
+        FOREIGN KEY (history_id) REFERENCES history(id)
+            ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE history_item_text (
+    id BIGINT NOT NULL,
+    description VARCHAR(255) NOT NULL,
+    CONSTRAINT fk_history_item_text_pk
+        FOREIGN KEY (id) REFERENCES history_item(id)
+            ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE history_account (
+    account_id BIGINT NOT NULL,
+    history_id BIGINT NOT NULL,
+    PRIMARY KEY (account_id, history_id),
+    CONSTRAINT fk_history_account_account
+        FOREIGN KEY (account_id) REFERENCES account(id)
+            ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT fk_history_account_history
+        FOREIGN KEY (history_id) REFERENCES history(id)
+            ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE history_transaction (
+    transaction_id BIGINT NOT NULL,
+    history_id BIGINT NOT NULL,
+    PRIMARY KEY (transaction_id, history_id),
+    CONSTRAINT fk_history_transaction_transaction
+        FOREIGN KEY (transaction_id) REFERENCES transaction(id)
+            ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT fk_history_transaction_history
+        FOREIGN KEY (history_id) REFERENCES history(id)
+            ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+DROP TABLE IF EXISTS account_history_item_text;
+DROP TABLE IF EXISTS account_history_item_account_entry;
+DROP TABLE IF EXISTS account_history_item_balance_record;
+DROP TABLE IF EXISTS account_history_item;
+
+

src/main/resources/sql/schema.sql

@@ -8,14 +8,6 @@ CREATE TABLE account (
     currency VARCHAR(3) NOT NULL
 );
 
-CREATE TABLE transaction (
-    id BIGINT PRIMARY KEY AUTO_INCREMENT,
-    timestamp TIMESTAMP NOT NULL,
-    amount NUMERIC(12, 4) NOT NULL,
-    currency VARCHAR(3) NOT NULL,
-    description VARCHAR(255) NULL
-);
-
 CREATE TABLE attachment (
     id BIGINT PRIMARY KEY AUTO_INCREMENT,
     uploaded_at TIMESTAMP NOT NULL,
@@ -24,6 +16,45 @@ CREATE TABLE attachment (
     content_type VARCHAR(255) NOT NULL
 );
 
+/* TRANSACTION ENTITIES */
+
+CREATE TABLE transaction_vendor (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    name VARCHAR(255) NOT NULL UNIQUE,
+    description VARCHAR(255)
+);
+
+CREATE TABLE transaction_category (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    parent_id BIGINT DEFAULT NULL,
+    name VARCHAR(63) NOT NULL UNIQUE,
+    color VARCHAR(6) NOT NULL DEFAULT 'FFFFFF',
+    CONSTRAINT fk_transaction_category_parent
+        FOREIGN KEY (parent_id) REFERENCES transaction_category(id)
+            ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE transaction_tag (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    name VARCHAR(63) NOT NULL UNIQUE
+);
+
+CREATE TABLE transaction (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    timestamp TIMESTAMP NOT NULL,
+    amount NUMERIC(12, 4) NOT NULL,
+    currency VARCHAR(3) NOT NULL,
+    description VARCHAR(255) NULL,
+    vendor_id BIGINT DEFAULT NULL,
+    category_id BIGINT DEFAULT NULL,
+    CONSTRAINT fk_transaction_vendor
+        FOREIGN KEY (vendor_id) REFERENCES transaction_vendor(id)
+            ON UPDATE CASCADE ON DELETE SET NULL,
+    CONSTRAINT fk_transaction_category
+        FOREIGN KEY (category_id) REFERENCES transaction_category(id)
+            ON UPDATE CASCADE ON DELETE SET NULL
+);
+
 CREATE TABLE account_entry (
     id BIGINT PRIMARY KEY AUTO_INCREMENT,
     timestamp TIMESTAMP NOT NULL,
@@ -52,6 +83,34 @@ CREATE TABLE transaction_attachment (
             ON UPDATE CASCADE ON DELETE CASCADE
 );
 
+CREATE TABLE transaction_tag_join (
+    transaction_id BIGINT NOT NULL,
+    tag_id BIGINT NOT NULL,
+    PRIMARY KEY (transaction_id, tag_id),
+    CONSTRAINT fk_transaction_tag_join_transaction
+        FOREIGN KEY (transaction_id) REFERENCES transaction(id)
+            ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT fk_transaction_tag_join_tag
+        FOREIGN KEY (tag_id) REFERENCES transaction_tag(id)
+            ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE transaction_line_item (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    transaction_id BIGINT NOT NULL,
+    value_per_item NUMERIC(12, 4) NOT NULL,
+    quantity INT NOT NULL DEFAULT 1,
+    idx INT NOT NULL DEFAULT 0,
+    description VARCHAR(255) NOT NULL,
+    CONSTRAINT fk_transaction_line_item_transaction
+        FOREIGN KEY (transaction_id) REFERENCES transaction(id)
+            ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT ck_transaction_line_item_quantity_positive
+        CHECK quantity > 0
+);
+
+/* BALANCE RECORD ENTITIES */
+
 CREATE TABLE balance_record (
     id BIGINT PRIMARY KEY AUTO_INCREMENT,
     timestamp TIMESTAMP NOT NULL,
@@ -75,42 +134,49 @@ CREATE TABLE balance_record_attachment (
             ON UPDATE CASCADE ON DELETE CASCADE
 );
 
-CREATE TABLE account_history_item (
+/* HISTORY */
+CREATE TABLE history (
+    id BIGINT PRIMARY KEY AUTO_INCREMENT
+);
+
+CREATE TABLE history_item (
     id BIGINT PRIMARY KEY AUTO_INCREMENT,
+    history_id BIGINT NOT NULL,
     timestamp TIMESTAMP NOT NULL,
-    account_id BIGINT NOT NULL,
     type VARCHAR(63) NOT NULL,
-    CONSTRAINT fk_account_history_item_account
+    CONSTRAINT fk_history_item_history
-        FOREIGN KEY (account_id) REFERENCES account(id)
+        FOREIGN KEY (history_id) REFERENCES history(id)
             ON UPDATE CASCADE ON DELETE CASCADE
 );
 
-CREATE TABLE account_history_item_text (
+CREATE TABLE history_item_text (
-    item_id BIGINT NOT NULL PRIMARY KEY,
+    id BIGINT PRIMARY KEY,
     description VARCHAR(255) NOT NULL,
-    CONSTRAINT fk_account_history_item_text_pk
+    CONSTRAINT fk_history_item_text_pk
-        FOREIGN KEY (item_id) REFERENCES account_history_item(id)
+        FOREIGN KEY (id) REFERENCES history_item(id)
             ON UPDATE CASCADE ON DELETE CASCADE
 );
 
-CREATE TABLE account_history_item_account_entry (
+CREATE TABLE history_account (
-    item_id BIGINT NOT NULL PRIMARY KEY,
+    account_id BIGINT NOT NULL,
-    entry_id BIGINT NOT NULL,
+    history_id BIGINT NOT NULL,
-    CONSTRAINT fk_account_history_item_account_entry_pk
+    PRIMARY KEY (account_id, history_id),
-        FOREIGN KEY (item_id) REFERENCES account_history_item(id)
+    CONSTRAINT fk_history_account_account
+        FOREIGN KEY (account_id) REFERENCES account(id)
             ON UPDATE CASCADE ON DELETE CASCADE,
-    CONSTRAINT fk_account_history_item_account_entry
+    CONSTRAINT fk_history_account_history
-        FOREIGN KEY (entry_id) REFERENCES account_entry(id)
+        FOREIGN KEY (history_id) REFERENCES history(id)
             ON UPDATE CASCADE ON DELETE CASCADE
 );
 
-CREATE TABLE account_history_item_balance_record (
+CREATE TABLE history_transaction (
-    item_id BIGINT NOT NULL PRIMARY KEY,
+    transaction_id BIGINT NOT NULL,
-    record_id BIGINT NOT NULL,
+    history_id BIGINT NOT NULL,
-    CONSTRAINT fk_account_history_item_balance_record_pk
+    PRIMARY KEY (transaction_id, history_id),
-        FOREIGN KEY (item_id) REFERENCES account_history_item(id)
+    CONSTRAINT fk_history_transaction_transaction
+        FOREIGN KEY (transaction_id) REFERENCES transaction(id)
             ON UPDATE CASCADE ON DELETE CASCADE,
-    CONSTRAINT fk_account_history_item_balance_record
+    CONSTRAINT fk_history_transaction_history
-        FOREIGN KEY (record_id) REFERENCES balance_record(id)
+        FOREIGN KEY (history_id) REFERENCES history(id)
             ON UPDATE CASCADE ON DELETE CASCADE
 );

src/main/resources/tags-view.fxml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="UTF-8"?>
+
+<?import com.andrewlalis.perfin.view.component.StyledText?>
+<?import javafx.scene.control.Label?>
+<?import javafx.scene.control.ScrollPane?>
+<?import javafx.scene.layout.BorderPane?>
+<?import javafx.scene.layout.VBox?>
+<BorderPane xmlns="http://javafx.com/javafx"
+            xmlns:fx="http://javafx.com/fxml"
+            fx:controller="com.andrewlalis.perfin.control.TagsViewController"
+>
+    <top>
+        <Label text="Transaction Tags" styleClass="large-font,bold-text,std-padding"/>
+    </top>
+    <center>
+        <VBox>
+            <StyledText maxWidth="500" styleClass="std-padding">
+                Transaction tags are just bits of text that can be applied to a
+                transaction to give it additional meaning or make searching for
+                certain transactions easier.
+                --
+                Tags are automatically created if you add a new one to a
+                transaction, and they'll show up here. When you remove a tag,
+                it will be permanently removed from **all** transactions that it
+                was previously associated with.
+            </StyledText>
+            <ScrollPane styleClass="tile-container-scroll" VBox.vgrow="ALWAYS">
+                <VBox fx:id="tagsVBox" styleClass="tile-container"/>
+            </ScrollPane>
+        </VBox>
+    </center>
+</BorderPane>

src/main/resources/transaction-view.fxml

@@ -6,6 +6,7 @@
 <?import javafx.scene.layout.*?>
 <?import javafx.scene.text.Text?>
 <?import javafx.scene.text.TextFlow?>
+<?import javafx.scene.shape.Circle?>
 <BorderPane xmlns="http://javafx.com/javafx"
             xmlns:fx="http://javafx.com/fxml"
             fx:controller="com.andrewlalis.perfin.control.TransactionViewController"
@@ -32,6 +33,37 @@
                     <Label text="Description" styleClass="bold-text"/>
                     <Label fx:id="descriptionLabel" wrapText="true" style="-fx-min-height: 100px;" alignment="TOP_LEFT"/>
                 </PropertiesPane>
+
+                <PropertiesPane vgap="5" hgap="5">
+                    <columnConstraints>
+                        <ColumnConstraints minWidth="100" halignment="LEFT" hgrow="NEVER"/>
+                        <ColumnConstraints hgrow="ALWAYS" halignment="LEFT"/>
+                    </columnConstraints>
+                    <Label text="Vendor" styleClass="bold-text"/>
+                    <Label fx:id="vendorLabel"/>
+                </PropertiesPane>
+
+                <PropertiesPane vgap="5" hgap="5">
+                    <columnConstraints>
+                        <ColumnConstraints minWidth="100" halignment="LEFT" hgrow="NEVER"/>
+                        <ColumnConstraints hgrow="ALWAYS" halignment="LEFT"/>
+                    </columnConstraints>
+                    <Label text="Category" styleClass="bold-text"/>
+                    <HBox styleClass="std-spacing">
+                        <Circle radius="8" fx:id="categoryColorIndicator"/>
+                        <Label fx:id="categoryLabel"/>
+                    </HBox>
+                </PropertiesPane>
+
+                <PropertiesPane vgap="5" hgap="5">
+                    <columnConstraints>
+                        <ColumnConstraints minWidth="100" halignment="LEFT" hgrow="NEVER"/>
+                        <ColumnConstraints hgrow="ALWAYS" halignment="LEFT"/>
+                    </columnConstraints>
+                    <Label text="Tags" styleClass="bold-text"/>
+                    <Label fx:id="tagsLabel"/>
+                </PropertiesPane>
+
                 <VBox>
                     <TextFlow>
                         <Text text="Debited to"/>
@@ -45,7 +77,7 @@
                 <AttachmentsViewPane fx:id="attachmentsViewPane"/>
                 <HBox styleClass="std-padding,std-spacing" alignment="CENTER_LEFT">
                     <Button text="Edit" onAction="#editTransaction"/>
-                    <Button text="Delete this transaction" onAction="#deleteTransaction"/>
+                    <Button text="Delete" onAction="#deleteTransaction"/>
                 </HBox>
             </VBox>
         </ScrollPane>

src/main/resources/transactions-view.fxml

@@ -6,6 +6,7 @@
 <?import javafx.scene.control.Label?>
 <?import javafx.scene.control.ScrollPane?>
 <?import javafx.scene.layout.*?>
+<?import javafx.scene.control.TextField?>
 <BorderPane xmlns="http://javafx.com/javafx"
             xmlns:fx="http://javafx.com/fxml"
             fx:controller="com.andrewlalis.perfin.control.TransactionsViewController"
@@ -20,7 +21,8 @@
         <HBox>
             <BorderPane fx:id="transactionsListBorderPane" HBox.hgrow="ALWAYS">
                 <top>
-                    <HBox styleClass="std-padding,std-spacing">
+                    <HBox styleClass="padding-extra,std-spacing">
+                        <TextField fx:id="searchField" promptText="Search"/>
                         <PropertiesPane hgap="5" vgap="5">
                             <Label text="Filter by Account"/>
                             <AccountSelectionBox fx:id="filterByAccountComboBox" allowNone="true" showBalance="false"/>

src/main/resources/vendors-view.fxml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="UTF-8"?>
+
+<?import javafx.scene.control.Button?>
+<?import javafx.scene.control.Label?>
+<?import javafx.scene.control.ScrollPane?>
+<?import javafx.scene.layout.*?>
+<?import com.andrewlalis.perfin.view.component.StyledText?>
+<BorderPane xmlns="http://javafx.com/javafx"
+            xmlns:fx="http://javafx.com/fxml"
+            fx:controller="com.andrewlalis.perfin.control.VendorsViewController"
+>
+    <top>
+        <Label text="Vendors" styleClass="large-font,bold-text,std-padding"/>
+    </top>
+    <center>
+        <VBox>
+            <StyledText maxWidth="500" styleClass="std-padding">
+                Vendors are businesses or other financial entities with which
+                you do transactions. By tagging a vendor on your transactions,
+                it becomes easier to find out just how much money you're
+                spending at certain shops, and how often. It can also make it a
+                lot easier to look up past transactions.
+            </StyledText>
+            <HBox styleClass="std-padding,std-spacing" VBox.vgrow="NEVER">
+                <Button text="Add Vendor" onAction="#addVendor"/>
+            </HBox>
+            <ScrollPane styleClass="tile-container-scroll" VBox.vgrow="ALWAYS">
+                <VBox fx:id="vendorsVBox" styleClass="tile-container"/>
+            </ScrollPane>
+        </VBox>
+    </center>
+</BorderPane>