fix: CSV reports now include claim currency column, claim totals, and total claim header

- Restructure hierarchy: Month → Event → Expense (new months table, FK)
- Add MonthHandler with CRUD, monthly reports, dropdown create form
- Events now scoped under months with extended ownership chain
- AI extraction: 16 specific expense categories (Airfare, Meals, etc.)
- UI: category dropdown, button-consistent cards, centered mobile shell on desktop
- Dashboard/month views show claim totals per card
- Description field now mandatory, forms simplified
- Months sorted by name chronologically (latest first)

.env.example

@@ -1,14 +1,26 @@
-# ExpenseFlow Configuration
+# NextExpense Configuration
 # Copy this file to .env and fill in your credentials.
+# Run `bash install.sh` for interactive setup.
 
-# SMTP Configuration
-SMTP_HOST=smtp.openxchange.eu
-SMTP_PORT=587
-SMTP_USER=post@2-4-h.app
-SMTP_PASS=D9AW8JP74r1V
+# --- AI Provider ---
+# Choose one: gemini (default), openai
+AI_PROVIDER=gemini
 
-# DeepSeek Vision API Key
-DEEPSEEK_API_KEY=sk-e9362165d2694883a52a5142811aa422
+# For AI_PROVIDER=gemini:
+# GEMINI_API_KEY=your-gemini-api-key
 
-# Base URL for generating absolute links in emails
+# For AI_PROVIDER=openai (also works with Ollama, LocalAI, etc.):
+# OPENAI_API_KEY=sk-...
+# AI_MODEL=gpt-4o-mini
+# AI_BASE_URL=https://api.openai.com/v1
+# For Ollama: AI_BASE_URL=http://localhost:11434, AI_MODEL=glm-ocr
+
+# --- SMTP (optional — needed for OTP emails and report delivery) ---
+# SMTP_HOST=smtp.example.com
+# SMTP_PORT=587
+# SMTP_USER=your-email@example.com
+# SMTP_PASS=your-password
+
+# --- General ---
+PORT=8080
 BASE_URL=http://localhost:8080

.gitignore

@@ -30,3 +30,5 @@ expenseflow-*
 
 # Go
 vendor/
+.go/
+app

Makefile

@@ -0,0 +1,85 @@
+# NextExpense — AI-Powered Expense Tracker
+# Makefile for build, install, and deployment
+
+BINARY  = app
+OUTDIR  = dist
+VERSION = v1.0.0
+LDFLAGS = -s -w
+
+.PHONY: all build clean install uninstall run stop restart logs
+
+all: build
+
+# -------------------------------------------------------------------
+# Build
+# -------------------------------------------------------------------
+
+build:
+	go build -ldflags="$(LDFLAGS)" -o $(BINARY) .
+
+build-linux-amd64:
+	GOOS=linux GOARCH=amd64 go build -ldflags="$(LDFLAGS)" -o $(OUTDIR)/$(BINARY)-linux-amd64 .
+
+build-linux-arm64:
+	GOOS=linux GOARCH=arm64 CGO_ENABLED=1 CC=aarch64-linux-gnu-gcc go build -ldflags="$(LDFLAGS)" -o $(OUTDIR)/$(BINARY)-linux-arm64 .
+
+build-all: build-linux-amd64 build-linux-arm64
+
+# -------------------------------------------------------------------
+# Install (systemd service)
+# -------------------------------------------------------------------
+
+install: build
+	@echo "==> Installing NextExpense..."
+	cp $(BINARY) /usr/local/bin/$(BINARY)
+	@if [ ! -f /etc/$(BINARY)/.env ]; then \
+		mkdir -p /etc/$(BINARY); \
+		cp .env.example /etc/$(BINARY)/.env; \
+		echo "==> Created /etc/$(BINARY)/.env — edit it with your credentials"; \
+	fi
+	@if [ ! -f /etc/systemd/system/$(BINARY).service ]; then \
+		cp contrib/$(BINARY).service /etc/systemd/system/; \
+		systemctl daemon-reload; \
+		systemctl enable $(BINARY); \
+		echo "==> Systemd service installed"; \
+	fi
+	@echo "==> Run 'systemctl start $(BINARY)' to start"
+	@echo "==> Run 'systemctl status $(BINARY)' to check status"
+
+uninstall:
+	-systemctl stop $(BINARY) 2>/dev/null
+	-systemctl disable $(BINARY) 2>/dev/null
+	-rm -f /etc/systemd/system/$(BINARY).service
+	-systemctl daemon-reload
+	-rm -f /usr/local/bin/$(BINARY)
+	@echo "==> NextExpense uninstalled"
+
+# -------------------------------------------------------------------
+# Service management
+# -------------------------------------------------------------------
+
+run:
+	./$(BINARY)
+
+start:
+	systemctl start $(BINARY)
+
+stop:
+	systemctl stop $(BINARY)
+
+restart:
+	systemctl restart $(BINARY)
+
+logs:
+	journalctl -u $(BINARY) -f
+
+status:
+	systemctl status $(BINARY)
+
+# -------------------------------------------------------------------
+# Clean
+# -------------------------------------------------------------------
+
+clean:
+	rm -f $(BINARY)
+	rm -rf $(OUTDIR)

README.md

@@ -1,121 +1,113 @@
-# ExpenseFlow — AI-Powered Expense Tracker
+# NextExpense — AI-Powered Expense Tracker
 
-> A production-ready, mobile-first Progressive Web App (PWA) that uses passwordless email OTP login, event-based expense tracking, AI receipt extraction (DeepSeek Vision), and event filing (CSV/PDF via email).
+> A production-ready, mobile-first Progressive Web App (PWA) for expense management with passwordless OTP login, AI receipt extraction (Gemini / OpenAI-compatible), and CSV/PDF email reporting with receipt images.
 
-**Tech Stack:** Go 1.22+ · HTMX · SQLite · DeepSeek Vision API · PWA
+**Tech Stack:** Go 1.23+ · HTMX · SQLite (pure Go) · Google Gemini / OpenAI · PWA
 
 ---
 
-## 📦 Quick Start — Binary Distribution
-
-Pre-compiled binaries are available for download from the [Releases](https://git.lohmar.co.uk/cclohmar/ExpenseFlow/releases) page.
-
-### Download & Run
+## 🚀 One-Command Install
 
 ```bash
-# Linux (amd64)
-curl -L -o expenseflow https://git.lohmar.co.uk/cclohmar/ExpenseFlow/releases/download/v1.0.0/expenseflow-linux-amd64
-chmod +x expenseflow
-./expenseflow
-
-# Linux (arm64) — Raspberry Pi, etc.
-curl -L -o expenseflow https://git.lohmar.co.uk/cclohmar/ExpenseFlow/releases/download/v1.0.0/expenseflow-linux-arm64
-chmod +x expenseflow
-./expenseflow
-
-# macOS (Intel)
-curl -L -o expenseflow https://git.lohmar.co.uk/cclohmar/ExpenseFlow/releases/download/v1.0.0/expenseflow-darwin-amd64
-chmod +x expenseflow
-./expenseflow
-
-# macOS (Apple Silicon M1/M2/M3)
-curl -L -o expenseflow https://git.lohmar.co.uk/cclohmar/ExpenseFlow/releases/download/v1.0.0/expenseflow-darwin-arm64
-chmod +x expenseflow
-./expenseflow
+curl -fsSL https://git.lohmar.co.uk/cclohmar/NextExpense/raw/branch/main/install.sh | bash -s -- --install
 ```
 
-The server starts on `http://localhost:8080` by default. Set `PORT=3000` to change the port.
+Or from a local clone:
 
-> **Note:** The binary embeds no configuration. You must create a `.env` file (see [Configuration](#-configuration) below) in the same directory you run the binary from.
+```bash
+./install.sh --install
+```
 
----
+Running without flags shows help:
 
-## 🔧 Building from Source
+```bash
+./install.sh          # Show help
+./install.sh --help   # Same
+```
 
-### Prerequisites
+The installer will:
 
-- **Go 1.22+** — [Download](https://go.dev/dl/)
-- **GCC** (CGO is required for the SQLite driver)
+1. Clone the repo to `/opt/nextexpense/`
+2. Build the binary (pure Go, no CGO, no dependencies)
+3. Ask which AI provider to use:
 
-  ```bash
-  # Debian/Ubuntu
-  sudo apt install build-essential
-
-  # macOS
-  xcode-select --install
-
-  # Alpine
-  apk add build-base
+   ```
+   1) Google Gemini  (cloud API, needs API key)
+   2) OpenAI / Compatible  (OpenAI, Perplexity, Groq, etc.)
    ```
 
-### Clone & Build
+4. Prompt for SMTP settings (for OTP emails and report delivery)
+5. Create `/opt/nextexpense/.env` with all configuration
+6. Set up a systemd service that auto-starts on boot
+7. Start NextExpense
+
+**Result:** A fully configured, always-running expense tracker at `http://YOUR_SERVER:8080`.
+
+---
+
+## 🔄 Updating
 
 ```bash
-git clone https://git.lohmar.co.uk/cclohmar/ExpenseFlow.git
-cd ExpenseFlow
+./install.sh --update
+```
+
+Update pulls the latest code, copies updated templates/static, rebuilds the binary, automatically backs up the database, and restarts the service.
+
+## 🗑️ Uninstalling
+
+```bash
+./install.sh --remove
+```
+
+Stops the service, removes the systemd unit, and deletes `/opt/nextexpense/` (asks for confirmation).
+
+---
+
+## 🔧 Building from Source (install.sh does this automatically)
+
+The installer automatically installs Go (if missing) and builds from source.  
+No pre-built binaries are distributed — building from source guarantees the latest code compiled for your exact platform.
+
+### Manual Build
+
+```bash
+git clone https://git.lohmar.co.uk/cclohmar/NextExpense.git
+cd NextExpense
 
 # Build for your current platform
-go build -o expenseflow .
+CGO_ENABLED=0 go build -buildvcs=false -ldflags="-s -w" -o app .
 
-# The binary is now ready: ./expenseflow
+# Cross-compile for any platform (no extra tools needed!)
+CGO_ENABLED=0 GOOS=linux GOARCH=arm64 go build -buildvcs=false -ldflags="-s -w" -o app-linux-arm64 .
+CGO_ENABLED=0 GOOS=darwin GOARCH=amd64 go build -buildvcs=false -ldflags="-s -w" -o app-darwin-amd64 .
+CGO_ENABLED=0 GOOS=darwin GOARCH=arm64 go build -buildvcs=false -ldflags="-s -w" -o app-darwin-arm64 .
 ```
 
-### Cross-Compilation
-
-The binary uses CGO (for `mattn/go-sqlite3`), so cross-compilation requires a cross-compiler.
-
-```bash
-# Linux amd64
-GOOS=linux GOARCH=amd64 CGO_ENABLED=1 CC=x86_64-linux-gnu-gcc go build -o expenseflow-linux-amd64 .
-
-# Linux arm64 (Raspberry Pi, etc.)
-GOOS=linux GOARCH=arm64 CGO_ENABLED=1 CC=aarch64-linux-gnu-gcc go build -o expenseflow-linux-arm64 .
-
-# macOS Intel
-GOOS=darwin GOARCH=amd64 CGO_ENABLED=1 CC=o64-clang go build -o expenseflow-darwin-amd64 .
-
-# macOS Apple Silicon
-GOOS=darwin GOARCH=arm64 CGO_ENABLED=1 CC=aarch64-apple-darwin-clang go build -o expenseflow-darwin-arm64 .
-```
-
-> **Tip:** For macOS cross-compilation from Linux, use [osxcross](https://github.com/tpoechtrager/osxcross). For ARM Linux, install `gcc-aarch64-linux-gnu`.
+The binary is fully static — zero runtime dependencies, no CGO, no libc.
 
 ---
 
 ## ⚙️ Configuration
 
-Copy `.env.example` to `.env` and fill in your credentials:
-
-```bash
-cp .env.example .env
-```
+Configuration is via environment variables in `.env`. The install script builds this for you interactively.
 
 | Variable | Required | Default | Description |
 |----------|----------|---------|-------------|
-| `SMTP_HOST` | Yes* | — | SMTP server hostname |
-| `SMTP_PORT` | Yes* | — | SMTP server port (usually 587) |
-| `SMTP_USER` | Yes* | — | SMTP username |
-| `SMTP_PASS` | Yes* | — | SMTP password |
-| `DEEPSEEK_API_KEY` | Yes* | — | DeepSeek Vision API key |
-| `BASE_URL` | No | `http://localhost:8080` | Public URL for email links |
 | `PORT` | No | `8080` | HTTP server port |
+| `BASE_URL` | No | `http://localhost:8080` | Public URL for email links |
+| **AI Provider** | | | |
+| `AI_PROVIDER` | No | `gemini` | `gemini` or `openai` |
+| `GEMINI_API_KEY` | For Gemini | — | Google Gemini API key |
+| `OPENAI_API_KEY` | For OpenAI | — | API key (omit for Ollama via OpenAI compat) |
+| `AI_MODEL` | For OpenAI | `gpt-4o-mini` | Model name |
+| `AI_BASE_URL` | For OpenAI | `https://api.openai.com/v1` | API endpoint |
+| **SMTP** | | | |
+| `SMTP_HOST` | See note | — | SMTP server hostname |
+| `SMTP_PORT` | See note | `587` | SMTP server port |
+| `SMTP_USER` | See note | — | SMTP username |
+| `SMTP_PASS` | See note | — | SMTP password |
 
-*\* The app will start without SMTP/DeepSeek configured, but OTP emails and AI extraction will not work.*
-
-### Getting Credentials
-
-- **DeepSeek Vision API:** Sign up at [platform.deepseek.com](https://platform.deepseek.com) and create an API key.
-- **SMTP:** Use any SMTP provider. The default config points to an OX hosting SMTP server.
+> **Note:** SMTP is optional — without it, OTP codes are logged to the server console for testing and reports cannot be emailed.
 
 ---
 
@@ -124,208 +116,128 @@ cp .env.example .env
 ### 1. Start the Server
 
 ```bash
-./expenseflow
+# If installed via systemd:
+systemctl start nextexpense
+
+# Or run directly:
+./app
 ```
 
 ### 2. Open in Browser
 
-Navigate to [http://localhost:8080](http://localhost:8080)
+Navigate to `http://YOUR_SERVER:8080`
 
 ### 3. Full Acceptance Flow
 
 ```
 1. Enter your email → click "Send Verification Code"
-2. Check your inbox for the 6-digit OTP code
-3. Enter the OTP → click "Verify Code"
-4. Create an event (e.g., "WebSummit 2026")
-5. Click "Add Expenses" on the event card
-6. Click "Capture Receipt" → take a photo or select an image
-7. AI extracts: amount, merchant, category, date → pre-fills the form
-8. Review and click "Save Expense"
-9. Click "File Event" → enter recipient email → choose CSV or PDF
-10. Report is emailed and event status changes to "closed"
-11. Click "Reopen" to re-open a closed event
+2. Check your inbox (or server log) for the 6-digit OTP
+3. Enter OTP → click "Verify Code"
+4. Create a month (e.g. "July 2026") → click "Open"
+5. Click "+ New" to add an event → set claim currency + conversion sample
+6. Click "Open" on the event
+7. Tap "📷 Camera" or "📁 Upload" to add a receipt
+8. AI extracts amount, merchant, category, date → form is pre-filled
+9. Click "Save Expense"
+10. Back on the month view, click "Generate Monthly Report"
+11. Monthly ZIP contains CSV + PDF report + all receipt images
 ```
 
 ---
 
 ## 📡 API Reference
 
-### Public Endpoints (no authentication)
+### Public
 
 | Method | Path | Description |
 |--------|------|-------------|
-| `GET` | `/` | Landing page with email login form |
-| `POST` | `/request-otp` | Request a 6-digit OTP code (sends email) |
-| `POST` | `/verify-otp` | Verify OTP code and create session |
-| `POST` | `/logout` | Clear session and redirect to login |
+| `GET` | `/` | Landing page |
+| `POST` | `/request-otp` | Request OTP code |
+| `POST` | `/verify-otp` | Verify OTP and create session |
+| `POST` | `/logout` | Clear session |
 
-### Protected Endpoints (require session cookie)
+### Protected (requires session)
 
 | Method | Path | Description |
 |--------|------|-------------|
-| `GET` | `/dashboard` | Event dashboard |
-| `POST` | `/events` | Create a new event |
-| `GET` | `/events/{id}/expenses` | View event with expense list |
-| `PUT` | `/events/{id}/reopen` | Reopen a closed event |
-| `POST` | `/expenses/upload` | Upload receipt image (multipart) |
-| `POST` | `/expenses` | Save expense from form data |
-| `POST` | `/events/{id}/file` | Generate report (CSV/PDF) and email it |
-
-### Static Files
-
-| Path | Description |
-|------|-------------|
-| `/static/css/style.css` | Application stylesheet |
-| `/static/icons/icon-192.png` | PWA icon (192×192) |
-| `/static/icons/icon-512.png` | PWA icon (512×512) |
-| `/manifest.json` | PWA manifest |
-| `/sw.js` | Service worker |
-| `/storage/{filename}` | Uploaded receipt images |
+| `GET` | `/dashboard` | Month list |
+| `POST` | `/months` | Create month |
+| `GET` | `/months/{mid}` | View month + events |
+| `PUT` | `/months/{mid}` | Update month |
+| `DELETE` | `/months/{mid}` | Delete month |
+| `POST` | `/months/{mid}/events` | Create event |
+| `PUT` | `/months/{mid}/events/{eid}` | Update event |
+| `DELETE` | `/months/{mid}/events/{eid}` | Delete event |
+| `GET` | `/months/{mid}/events/{eid}/expenses` | View event + expenses |
+| `POST` | `/months/{mid}/events/{eid}/generate` | Generate event report |
+| `POST` | `/months/{mid}/generate` | Generate monthly report |
+| `POST` | `/expenses/upload` | Upload receipt image/PDF |
+| `POST` | `/expenses` | Save expense |
+| `GET` | `/expenses/{id}/edit` | Get edit form |
+| `PUT` | `/expenses/{id}` | Update expense |
+| `DELETE` | `/expenses/{id}` | Delete expense |
 
 ---
 
 ## 🏗️ Project Structure
 
 ```
-ExpenseFlow/
-├── main.go                        # Entry point, router, middleware, server
-├── go.mod / go.sum                # Go module definition
-├── .env.example                   # Environment variable template
-├── README.md                      # This file
-├── internal/
-│   ├── database/db.go             # SQLite init, auto-migration, 11 query functions
-│   ├── auth/
-│   │   ├── otp.go                 # 6-digit OTP generation + 3-fail lockout
-│   │   └── session.go             # In-memory session store (crypto tokens, 24h TTL)
-│   ├── handlers/
-│   │   ├── auth.go                # Auth endpoints + middleware
-│   │   ├── events.go              # Event CRUD + dashboard
-│   │   ├── expenses.go            # Receipt upload, AI extraction, save
-│   │   └── file.go                # CSV/PDF generation + email filing
-│   ├── ai/deepseek.go             # DeepSeek Vision API client
-│   ├── email/smtp.go              # SMTP sender (OTP + attachments)
-│   └── utils/uuid.go              # UUID generation
-├── templates/
-│   ├── index.html                 # Landing page
-│   ├── dashboard.html             # Event cards + create form
-│   ├── event_expenses.html        # Event detail + capture + filing
-│   ├── receipt_form.html          # AI-prefilled edit form
-│   └── expense_list.html          # HTMX expense list fragment
-├── static/
-│   ├── css/style.css              # Mobile-first responsive CSS (1845 lines)
-│   ├── manifest.json              # PWA manifest
-│   ├── sw.js                      # Service worker
-│   └── icons/                     # PWA placeholder icons
-└── storage/                       # Uploaded receipts (created at runtime)
+/opt/nextexpense/
+├── app                      # Compiled binary
+├── .env                     # Configuration (optional)
+├── backups/                 # Automatic DB backups (from -update)
+├── templates/               # Go HTML templates
+├── static/                  # CSS, icons, favicon, service worker
+├── templates/               # Go HTML templates
+├── static/                  # CSS, icons, favicon, service worker
+│   ├── css/style.css
+│   ├── favicon.svg          # Rx logo
+│   ├── manifest.json
+│   ├── sw.js
+│   └── icons/
+├── storage/                 # Uploaded receipt images (runtime)
+├── install.sh               # Installer script
+├── Makefile                 # Build targets
+└── contrib/
+    └── nextexpense.service  # Systemd service file
 ```
 
 ---
 
-## 🧩 Features in Detail
+## 🧩 Features
 
 ### 🔐 Passwordless OTP Authentication
 - Email-based 6-digit code, 5-minute expiry
-- Auto-creates user account on first login
-- 3 failed attempts trigger a 1-minute cooldown
-- HTTP-only session cookie (`SameSite=Lax`, 24h TTL)
-- No passwords to store or forget
-
-### 📋 Event-Based Expense Tracking
-- Group expenses into events (trips, conferences, months)
-- Open/closed lifecycle with reopen support
-- Dashboard with event cards showing name, status, and creation date
+- 3 failed attempts → 1-minute cooldown
+- HTTP-only session cookie, 24h TTL
 
 ### 🤖 AI Receipt Extraction
-- Upload receipt images (JPEG/PNG, max 10 MB)
-- DeepSeek Vision API extracts: amount, currency, merchant, category, date
-- Editable pre-filled form on failure or success
-- Images stored locally in `./storage/`
+- **Google Gemini** (default) — cloud vision API
+- **OpenAI-compatible** — works with OpenAI, Perplexity, Groq, Together AI, etc.
+- Supports: JPEG, PNG, WebP, HEIC, PDF (email receipts from Uber, etc.)
+
+### 💱 Currency Conversion
+- Sample-based: enter a real receipt amount and what you were charged
+- System computes the rate automatically
+- Each expense stores original + converted amount
 
 ### 📧 Email Reporting
-- Generate CSV (via `encoding/csv`) or PDF (via `gofpdf`)
-- Automatic email delivery via SMTP with file attachment
-- Event auto-closes after successful filing
-- Multipart MIME support with proper content headers
+- CSV or PDF report
+- Receipt images bundled as ZIP (`expense-{event}-images.zip`)
+- Filenames: `expense-{event}-report.csv`, `expense-{event}-report.pdf`
+- Item numbers match between report rows and ZIP images
 
 ### 📱 Progressive Web App
-- Installable on mobile and desktop (manifest.json)
-- Offline shell caching (service worker)
-- Camera capture for receipts (`capture="environment"`)
-- Theme color: `#10b981` (emerald green)
-- Responsive design: 320px → 768px → 1024px+
+- Installable on mobile home screen
+- Camera capture + gallery upload
+- Dark "Terminal Mint" theme (`#0F172A` base)
+- Rx favicon in emerald green
 
 ---
 
-## 🗄️ Database Schema (SQLite)
+## 🗄️ Database
 
-Auto-created on first run — 4 tables with foreign keys:
-
-```sql
-CREATE TABLE users (
-    id TEXT PRIMARY KEY,
-    email TEXT UNIQUE NOT NULL,
-    created_at DATETIME DEFAULT CURRENT_TIMESTAMP
-);
-
-CREATE TABLE auth_otps (
-    email TEXT PRIMARY KEY,
-    otp_code TEXT NOT NULL,
-    expires_at DATETIME NOT NULL
-);
-
-CREATE TABLE events (
-    id TEXT PRIMARY KEY,
-    user_id TEXT NOT NULL,
-    name TEXT NOT NULL,
-    status TEXT CHECK(status IN ('open', 'closed')) DEFAULT 'open',
-    created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
-    FOREIGN KEY(user_id) REFERENCES users(id)
-);
-
-CREATE TABLE expenses (
-    id TEXT PRIMARY KEY,
-    event_id TEXT NOT NULL,
-    amount REAL NOT NULL,
-    currency TEXT NOT NULL,
-    merchant TEXT NOT NULL,
-    category TEXT NOT NULL,
-    description TEXT,
-    date TEXT NOT NULL,
-    image_path TEXT NOT NULL,
-    created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
-    FOREIGN KEY(event_id) REFERENCES events(id) ON DELETE CASCADE
-);
-```
-
----
-
-## 🐳 Docker
-
-```dockerfile
-FROM golang:1.22-alpine AS builder
-RUN apk add --no-cache build-base
-WORKDIR /app
-COPY go.mod go.sum ./
-RUN go mod download
-COPY . .
-RUN go build -o expenseflow .
-
-FROM alpine:3.19
-RUN apk add --no-cache ca-certificates
-WORKDIR /app
-COPY --from=builder /app/expenseflow .
-COPY --from=builder /app/templates ./templates
-COPY --from=builder /app/static ./static
-COPY --from=builder /app/.env.example ./.env.example
-EXPOSE 8080
-CMD ["./expenseflow"]
-```
-
-```bash
-docker build -t expenseflow .
-docker run -p 8080:8080 -v $(pwd)/.env:/app/.env -v $(pwd)/storage:/app/storage expenseflow
-```
+SQLite, auto-created on first run — 5 tables: `users`, `auth_otps`, `months`, `events`, `expenses`.
 
 ---
 
@@ -333,57 +245,13 @@ docker run -p 8080:8080 -v $(pwd)/.env:/app/.env -v $(pwd)/storage:/app/storage
 
 | Area | Implementation |
 |------|---------------|
-| **Sessions** | Cryptographically random tokens (32 bytes, hex-encoded), in-memory store, 24h TTL |
-| **OTP** | 6-digit codes from `crypto/rand`, 5-minute expiry, 3-fail lockout (1 minute) |
-| **Cookies** | HTTP-only, SameSite=Lax, path restricted |
-| **SQL Injection** | Parameterized queries on all database operations |
-| **File Upload** | Magic byte validation (JPEG/PNG), 10 MB limit, sanitized filenames (UUID) |
-| **Credentials** | All secrets via environment variables only — never hardcoded |
-| **HTMX** | Server-rendered HTML, no client-side data exposure |
+| Sessions | `crypto/rand` tokens, in-memory, 24h TTL |
+| OTP | `crypto/rand` codes, 5min expiry, lockout after 3 failures |
+| Cookies | HTTP-only, SameSite=Lax, path-restricted |
+| SQL | Parameterized queries everywhere |
+| Uploads | Magic byte validation, max 10MB, UUID filenames |
+| Config | `.env` is optional — app runs with defaults if absent |
 
 ---
 
-## 🧪 Development
-
-### Run Tests
-
-```bash
-go vet ./...
-go test ./...
-```
-
-### Manual Smoke Test
-
-```bash
-# Start server
-go run main.go &
-
-# Test landing page
-curl -s http://localhost:8080/ | head -5
-
-# Test OTP request
-curl -s -X POST -d "email=test@example.com" http://localhost:8080/request-otp
-
-# Check database
-sqlite3 expenses.db "SELECT * FROM auth_otps;"
-```
-
----
-
-## 📄 License
-
-MIT — Free to use, modify, and distribute.
-
----
-
-## 🙌 Contributing
-
-1. Fork the repository
-2. Create a feature branch (`git checkout -b feature/my-feature`)
-3. Commit changes (`git commit -am 'feat: add my feature'`)
-4. Push (`git push origin feature/my-feature`)
-5. Open a Pull Request
-
----
-
-*Built with Go, HTMX, SQLite, and ❤️*
+*Built with Go, HTMX, SQLite and ❤️*

build-all.sh

@@ -9,7 +9,7 @@
 #   darwin/arm64: aarch64-apple-darwin-clang (via osxcross)
 #
 # Usage:  ./build-all.sh
-# Output: ./dist/expenseflow-{platform}
+# Output: ./dist/app-{platform}
 
 set -euo pipefail
 
@@ -23,7 +23,7 @@ echo "==> Building ExpenseFlow $VERSION"
 
 build() {
     local GOOS="$1" GOARCH="$2" CC="$3" SUFFIX="$4"
-    local OUT="$OUTDIR/expenseflow-$SUFFIX"
+    local OUT="$OUTDIR/app-$SUFFIX"
     echo "    $SUFFIX ..."
     GOOS="$GOOS" GOARCH="$GOARCH" CGO_ENABLED=1 CC="$CC" \
         go build -ldflags="$LDFLAGS" -o "$OUT" .

contrib/nextexpense.service

@@ -0,0 +1,25 @@
+[Unit]
+Description=NextExpense — AI-Powered Expense Tracker
+Documentation=https://git.lohmar.co.uk/cclohmar/NextExpense
+After=network.target
+
+[Service]
+Type=simple
+User=nextexpense
+Group=nextexpense
+WorkingDirectory=/opt/nextexpense
+ExecStart=/opt/nextexpense/app
+Restart=always
+RestartSec=5
+EnvironmentFile=-/opt/nextexpense/.env
+StandardOutput=append:/var/log/nextexpense.log
+StandardError=append:/var/log/nextexpense.log
+
+# Security hardening
+NoNewPrivileges=true
+PrivateTmp=true
+ProtectSystem=full
+ProtectHome=true
+
+[Install]
+WantedBy=multi-user.target

go.mod

@@ -1,11 +1,24 @@
-module github.com/expenseflow
+module github.com/cclohmar/NextExpense
 
-go 1.22
+go 1.23.0
 
 require (
 	github.com/go-chi/chi/v5 v5.1.0
 	github.com/google/uuid v1.6.0
 	github.com/joho/godotenv v1.5.1
 	github.com/jung-kurt/gofpdf v1.16.2
-	github.com/mattn/go-sqlite3 v1.14.22
+	golang.org/x/image v0.18.0
+	modernc.org/sqlite v1.37.1
+)
+
+require (
+	github.com/dustin/go-humanize v1.0.1 // indirect
+	github.com/mattn/go-isatty v0.0.20 // indirect
+	github.com/ncruces/go-strftime v0.1.9 // indirect
+	github.com/remyoudompheng/bigfft v0.0.0-20230129092748-24d4a6f8daec // indirect
+	golang.org/x/exp v0.0.0-20250408133849-7e4ce0ab07d0 // indirect
+	golang.org/x/sys v0.33.0 // indirect
+	modernc.org/libc v1.65.7 // indirect
+	modernc.org/mathutil v1.7.1 // indirect
+	modernc.org/memory v1.11.0 // indirect
 )

go.sum

@@ -1,7 +1,11 @@
 github.com/boombuler/barcode v1.0.0/go.mod h1:paBWMcWSl3LHKBqUq+rly7CNSldXjb2rDl3JlRe0mD8=
 github.com/davecgh/go-spew v1.1.0/go.mod h1:J7Y8YcW2NihsgmVo/mv3lAwl/skON4iLHjSsI+c5H38=
+github.com/dustin/go-humanize v1.0.1 h1:GzkhY7T5VNhEkwH0PVJgjz+fX1rhBrR7pRT3mDkpeCY=
+github.com/dustin/go-humanize v1.0.1/go.mod h1:Mu1zIs6XwVuF/gI1OepvI0qD18qycQx+mFykh5fBlto=
 github.com/go-chi/chi/v5 v5.1.0 h1:acVI1TYaD+hhedDJ3r54HyA6sExp3HfXq7QWEEY/xMw=
 github.com/go-chi/chi/v5 v5.1.0/go.mod h1:DslCQbL2OYiznFReuXYUmQ2hGd1aDpCnlMNITLSKoi8=
+github.com/google/pprof v0.0.0-20250317173921-a4b03ec1a45e h1:ijClszYn+mADRFY17kjQEVQ1XRhq2/JR1M3sGqeJoxs=
+github.com/google/pprof v0.0.0-20250317173921-a4b03ec1a45e/go.mod h1:boTsfXsheKC2y+lKOCMpSfarhxDeIzfZG1jqGcPl3cA=
 github.com/google/uuid v1.6.0 h1:NIvaJDMOsjHA8n1jAhLSgzrAzy1Hgr+hNrb57e+94F0=
 github.com/google/uuid v1.6.0/go.mod h1:TIyPZe4MgqvfeYDBFedMoGGpEw/LqOeaOT+nhxU+yHo=
 github.com/joho/godotenv v1.5.1 h1:7eLL/+HRGLY0ldzfGMeQkb7vMd0as4CfYvUVzLqw0N0=
@@ -9,12 +13,53 @@ github.com/joho/godotenv v1.5.1/go.mod h1:f4LDr5Voq0i2e/R5DDNOoa2zzDfwtkZa6DnEwA
 github.com/jung-kurt/gofpdf v1.0.0/go.mod h1:7Id9E/uU8ce6rXgefFLlgrJj/GYY22cpxn+r32jIOes=
 github.com/jung-kurt/gofpdf v1.16.2 h1:jgbatWHfRlPYiK85qgevsZTHviWXKwB1TTiKdz5PtRc=
 github.com/jung-kurt/gofpdf v1.16.2/go.mod h1:1hl7y57EsiPAkLbOwzpzqgx1A30nQCk/YmFV8S2vmK0=
-github.com/mattn/go-sqlite3 v1.14.22 h1:2gZY6PC6kBnID23Tichd1K+Z0oS6nE/XwU+Vz/5o4kU=
-github.com/mattn/go-sqlite3 v1.14.22/go.mod h1:Uh1q+B4BYcTPb+yiD3kU8Ct7aC0hY9fxUwlHK0RXw+Y=
+github.com/mattn/go-isatty v0.0.20 h1:xfD0iDuEKnDkl03q4limB+vH+GxLEtL/jb4xVJSWWEY=
+github.com/mattn/go-isatty v0.0.20/go.mod h1:W+V8PltTTMOvKvAeJH7IuucS94S2C6jfK/D7dTCTo3Y=
+github.com/ncruces/go-strftime v0.1.9 h1:bY0MQC28UADQmHmaF5dgpLmImcShSi2kHU9XLdhx/f4=
+github.com/ncruces/go-strftime v0.1.9/go.mod h1:Fwc5htZGVVkseilnfgOVb9mKy6w1naJmn9CehxcKcls=
 github.com/phpdave11/gofpdi v1.0.7/go.mod h1:vBmVV0Do6hSBHC8uKUQ71JGW+ZGQq74llk/7bXwjDoI=
 github.com/pkg/errors v0.8.1/go.mod h1:bwawxfHBFNV+L2hUp1rHADufV3IMtnDRdf1r5NINEl0=
 github.com/pmezard/go-difflib v1.0.0/go.mod h1:iKH77koFhYxTK1pcRnkKkqfTogsbg7gZNVY4sRDYZ/4=
+github.com/remyoudompheng/bigfft v0.0.0-20230129092748-24d4a6f8daec h1:W09IVJc94icq4NjY3clb7Lk8O1qJ8BdBEF8z0ibU0rE=
+github.com/remyoudompheng/bigfft v0.0.0-20230129092748-24d4a6f8daec/go.mod h1:qqbHyh8v60DhA7CoWK5oRCqLrMHRGoxYCSS9EjAz6Eo=
 github.com/ruudk/golang-pdf417 v0.0.0-20181029194003-1af4ab5afa58/go.mod h1:6lfFZQK844Gfx8o5WFuvpxWRwnSoipWe/p622j1v06w=
 github.com/stretchr/testify v1.2.2/go.mod h1:a8OnRcib4nhh0OaRAV+Yts87kKdq0PP7pXfy6kDkUVs=
+golang.org/x/exp v0.0.0-20250408133849-7e4ce0ab07d0 h1:R84qjqJb5nVJMxqWYb3np9L5ZsaDtB+a39EqjV0JSUM=
+golang.org/x/exp v0.0.0-20250408133849-7e4ce0ab07d0/go.mod h1:S9Xr4PYopiDyqSyp5NjCrhFrqg6A5zA2E/iPHPhqnS8=
 golang.org/x/image v0.0.0-20190910094157-69e4b8554b2a/go.mod h1:FeLwcggjj3mMvU+oOTbSwawSJRM1uh48EjtB4UJZlP0=
+golang.org/x/image v0.18.0 h1:jGzIakQa/ZXI1I0Fxvaa9W7yP25TqT6cHIHn+6CqvSQ=
+golang.org/x/image v0.18.0/go.mod h1:4yyo5vMFQjVjUcVk4jEQcU9MGy/rulF5WvUILseCM2E=
+golang.org/x/mod v0.24.0 h1:ZfthKaKaT4NrhGVZHO1/WDTwGES4De8KtWO0SIbNJMU=
+golang.org/x/mod v0.24.0/go.mod h1:IXM97Txy2VM4PJ3gI61r1YEk/gAj6zAHN3AdZt6S9Ww=
+golang.org/x/sync v0.14.0 h1:woo0S4Yywslg6hp4eUFjTVOyKt0RookbpAHG4c1HmhQ=
+golang.org/x/sync v0.14.0/go.mod h1:1dzgHSNfp02xaA81J2MS99Qcpr2w7fw1gpm99rleRqA=
+golang.org/x/sys v0.6.0/go.mod h1:oPkhp1MJrh7nUepCBck5+mAzfO9JrbApNNgaTdGDITg=
+golang.org/x/sys v0.33.0 h1:q3i8TbbEz+JRD9ywIRlyRAQbM0qF7hu24q3teo2hbuw=
+golang.org/x/sys v0.33.0/go.mod h1:BJP2sWEmIv4KK5OTEluFJCKSidICx8ciO85XgH3Ak8k=
 golang.org/x/text v0.3.0/go.mod h1:NqM8EUOU14njkJ3fqMW+pc6Ldnwhi/IjpwHt7yyuwOQ=
+golang.org/x/tools v0.33.0 h1:4qz2S3zmRxbGIhDIAgjxvFutSvH5EfnsYrRBj0UI0bc=
+golang.org/x/tools v0.33.0/go.mod h1:CIJMaWEY88juyUfo7UbgPqbC8rU2OqfAV1h2Qp0oMYI=
+modernc.org/cc/v4 v4.26.1 h1:+X5NtzVBn0KgsBCBe+xkDC7twLb/jNVj9FPgiwSQO3s=
+modernc.org/cc/v4 v4.26.1/go.mod h1:uVtb5OGqUKpoLWhqwNQo/8LwvoiEBLvZXIQ/SmO6mL0=
+modernc.org/ccgo/v4 v4.28.0 h1:rjznn6WWehKq7dG4JtLRKxb52Ecv8OUGah8+Z/SfpNU=
+modernc.org/ccgo/v4 v4.28.0/go.mod h1:JygV3+9AV6SmPhDasu4JgquwU81XAKLd3OKTUDNOiKE=
+modernc.org/fileutil v1.3.1 h1:8vq5fe7jdtEvoCf3Zf9Nm0Q05sH6kGx0Op2CPx1wTC8=
+modernc.org/fileutil v1.3.1/go.mod h1:HxmghZSZVAz/LXcMNwZPA/DRrQZEVP9VX0V4LQGQFOc=
+modernc.org/gc/v2 v2.6.5 h1:nyqdV8q46KvTpZlsw66kWqwXRHdjIlJOhG6kxiV/9xI=
+modernc.org/gc/v2 v2.6.5/go.mod h1:YgIahr1ypgfe7chRuJi2gD7DBQiKSLMPgBQe9oIiito=
+modernc.org/libc v1.65.7 h1:Ia9Z4yzZtWNtUIuiPuQ7Qf7kxYrxP1/jeHZzG8bFu00=
+modernc.org/libc v1.65.7/go.mod h1:011EQibzzio/VX3ygj1qGFt5kMjP0lHb0qCW5/D/pQU=
+modernc.org/mathutil v1.7.1 h1:GCZVGXdaN8gTqB1Mf/usp1Y/hSqgI2vAGGP4jZMCxOU=
+modernc.org/mathutil v1.7.1/go.mod h1:4p5IwJITfppl0G4sUEDtCr4DthTaT47/N3aT6MhfgJg=
+modernc.org/memory v1.11.0 h1:o4QC8aMQzmcwCK3t3Ux/ZHmwFPzE6hf2Y5LbkRs+hbI=
+modernc.org/memory v1.11.0/go.mod h1:/JP4VbVC+K5sU2wZi9bHoq2MAkCnrt2r98UGeSK7Mjw=
+modernc.org/opt v0.1.4 h1:2kNGMRiUjrp4LcaPuLY2PzUfqM/w9N23quVwhKt5Qm8=
+modernc.org/opt v0.1.4/go.mod h1:03fq9lsNfvkYSfxrfUhZCWPk1lm4cq4N+Bh//bEtgns=
+modernc.org/sortutil v1.2.1 h1:+xyoGf15mM3NMlPDnFqrteY07klSFxLElE2PVuWIJ7w=
+modernc.org/sortutil v1.2.1/go.mod h1:7ZI3a3REbai7gzCLcotuw9AC4VZVpYMjDzETGsSMqJE=
+modernc.org/sqlite v1.37.1 h1:EgHJK/FPoqC+q2YBXg7fUmES37pCHFc97sI7zSayBEs=
+modernc.org/sqlite v1.37.1/go.mod h1:XwdRtsE1MpiBcL54+MbKcaDvcuej+IYSMfLN6gSKV8g=
+modernc.org/strutil v1.2.1 h1:UneZBkQA+DX2Rp35KcM69cSsNES9ly8mQWD71HKlOA0=
+modernc.org/strutil v1.2.1/go.mod h1:EHkiggD70koQxjVdSBM3JKM7k6L0FbGE5eymy9i3B9A=
+modernc.org/token v1.1.0 h1:Xl7Ap9dKaEs5kLoOQeQmPWevfnk/DM5qcLcYlA8ys6Y=
+modernc.org/token v1.1.0/go.mod h1:UGzOrNV1mAFSEB63lOFHIpNRUVMvYTc6yu1SMY/XTDM=

install.sh

@@ -0,0 +1,550 @@
+#!/usr/bin/env bash
+#
+# NextExpense Installer
+# =====================
+#
+# Usage:
+#   ./install.sh              — Show help
+#   ./install.sh --install    — Full fresh install
+#   ./install.sh --update     — Pull latest, rebuild, restart
+#   ./install.sh --remove     — Stop service, remove all files
+#
+# Pipe install (requires --install flag):
+#   curl -fsSL https://git.lohmar.co.uk/cclohmar/NextExpense/raw/branch/main/install.sh | bash -s -- --install
+#
+# Installs to /opt/nextexpense/ and sets up a systemd service.
+# Uses sudo internally only for operations that require it.
+#
+
+set -euo pipefail
+
+INSTALL_DIR="/opt/nextexpense"
+SERVICE_NAME="nextexpense"
+REPO_URL="https://git.lohmar.co.uk/cclohmar/NextExpense.git"
+
+RED='\033[0;31m'
+GREEN='\033[0;32m'
+YELLOW='\033[1;33m'
+CYAN='\033[0;36m'
+NC='\033[0m'
+
+info()  { echo -e "${GREEN}[✓]${NC} $1"; }
+warn()  { echo -e "${YELLOW}[!]${NC} $1"; }
+err()   { echo -e "${RED}[✗]${NC} $1"; }
+ask()   { echo -en "${CYAN}→${NC} $1"; }
+
+# Helper: run a command with sudo if not already root
+sudo_if() {
+    if [ "$EUID" -eq 0 ]; then
+        "$@"
+    else
+        sudo "$@"
+    fi
+}
+
+# ──────────────────────────────────────────────────────────────────
+# HELP
+# ──────────────────────────────────────────────────────────────────
+show_help() {
+    cat << EOF
+
+  ╔═══════════════════════════════════════════╗
+  ║         NextExpense Installer             ║
+  ╚═══════════════════════════════════════════╝
+
+  Usage:  ./install.sh [FLAG]
+
+  Flags:
+    --install, -i     Full fresh install (clone, build, configure, start service)
+    --update,  -u     Pull latest, rebuild binary, restart service
+    --remove,  -r     Stop service, remove files (asks for confirmation)
+    --help,    -h     Show this help
+
+  Examples:
+    ./install.sh --install
+    ./install.sh --update
+    ./install.sh --remove
+
+  Pipe install:
+    curl -fsSL $REPO_URL/install.sh | bash -s -- --install
+
+EOF
+}
+
+# ──────────────────────────────────────────────────────────────────
+# REMOVE / UNINSTALL
+# ──────────────────────────────────────────────────────────────────
+do_remove() {
+    echo ""
+    echo "  ╔═══════════════════════════════════════╗"
+    echo "  ║     NextExpense — Uninstall           ║"
+    echo "  ╚═══════════════════════════════════════╝"
+    echo ""
+
+    if [ ! -d "$INSTALL_DIR" ] && [ ! -f "/etc/systemd/system/${SERVICE_NAME}.service" ]; then
+        warn "Nothing to remove — NextExpense is not installed."
+        exit 0
+    fi
+
+    echo "  This will:"
+    echo "    1. Stop the ${SERVICE_NAME} service"
+    echo "    2. Disable and remove the systemd service file"
+    echo "    3. Remove ${INSTALL_DIR}/ (including database, receipts, and config)"
+    echo "    4. Remove /var/log/nextexpense.log"
+    echo ""
+
+    ask "  Type 'yes' to confirm: "
+    read -r CONFIRM
+    if [ "$CONFIRM" != "yes" ]; then
+        warn "Aborted."
+        exit 0
+    fi
+
+    # Cache sudo credentials.
+    if [ "$EUID" -ne 0 ]; then
+        sudo -v 2>/dev/null || { err "Uninstall requires sudo access."; exit 1; }
+    fi
+
+    # Stop and disable service.
+    if [ -f "/etc/systemd/system/${SERVICE_NAME}.service" ]; then
+        info "Stopping service..."
+        sudo_if systemctl stop "$SERVICE_NAME" 2>/dev/null || true
+        sudo_if systemctl disable "$SERVICE_NAME" 2>/dev/null || true
+        sudo_if rm -f "/etc/systemd/system/${SERVICE_NAME}.service"
+        sudo_if systemctl daemon-reload
+        info "Service removed."
+    fi
+
+    # Remove install directory.
+    if [ -d "$INSTALL_DIR" ]; then
+        info "Removing $INSTALL_DIR..."
+        sudo_if rm -rf "$INSTALL_DIR"
+    fi
+
+    # Remove log file.
+    if [ -f "/var/log/nextexpense.log" ]; then
+        sudo_if rm -f "/var/log/nextexpense.log"
+    fi
+
+    echo ""
+    info "NextExpense has been uninstalled."
+}
+
+# ──────────────────────────────────────────────────────────────────
+# UPDATE
+# ──────────────────────────────────────────────────────────────────
+do_update() {
+    echo ""
+    echo "  ╔═══════════════════════════════════════╗"
+    echo "  ║     NextExpense — Update              ║"
+    echo "  ╚═══════════════════════════════════════╝"
+    echo ""
+
+    # Cache sudo credentials upfront.
+    if [ "$EUID" -ne 0 ]; then
+        sudo -v 2>/dev/null || { err "This update requires sudo access."; exit 1; }
+    fi
+
+    if [ ! -d "$INSTALL_DIR" ]; then
+        err "$INSTALL_DIR does not exist. Run --install first."
+        exit 1
+    fi
+
+    cd "$INSTALL_DIR"
+
+    if [ -d .git ]; then
+        info "Pulling latest code..."
+        sudo_if git pull
+    else
+        warn "Not a git repository — re-cloning..."
+        cd /tmp
+        rm -rf nextexpense-update
+        sudo_if git clone "$REPO_URL" nextexpense-update
+        sudo_if rsync -a --delete nextexpense-update/ "$INSTALL_DIR/"
+        rm -rf nextexpense-update
+        cd "$INSTALL_DIR"
+    fi
+
+    # Determine the app user.
+    APP_USER=""
+    if [ -f "/etc/systemd/system/${SERVICE_NAME}.service" ]; then
+        APP_USER=$(grep -Po '^User=\K.*' "/etc/systemd/system/${SERVICE_NAME}.service" 2>/dev/null || true)
+    fi
+    if [ -z "$APP_USER" ]; then
+        APP_USER=$(stat -c '%U' "$INSTALL_DIR/app" 2>/dev/null || stat -c '%U' "$INSTALL_DIR" 2>/dev/null || true)
+    fi
+    if [ -z "$APP_USER" ] || [ "$APP_USER" = "root" ]; then
+        APP_USER="${SUDO_USER:-$(whoami)}"
+    fi
+
+    sudo_if chown -R "${APP_USER}:${APP_USER}" "$INSTALL_DIR" 2>/dev/null || true
+    sudo_if chmod 755 "$INSTALL_DIR" "$INSTALL_DIR/templates" "$INSTALL_DIR/static" 2>/dev/null || true
+    sudo_if chmod 775 "$INSTALL_DIR/storage" 2>/dev/null || true
+
+    # Backup database.
+    if [ -f "$INSTALL_DIR/expenses.db" ]; then
+        BACKUP_DIR="$INSTALL_DIR/backups"
+        sudo_if mkdir -p "$BACKUP_DIR"
+        BACKUP_FILE="$BACKUP_DIR/expenses-$(date +%Y%m%d-%H%M%S).db"
+        sudo_if cp "$INSTALL_DIR/expenses.db" "$BACKUP_FILE"
+        sudo_if chown $(stat -c "%U:%G" "$INSTALL_DIR/expenses.db") "$BACKUP_FILE" 2>/dev/null || true
+        info "Database backed up to $BACKUP_FILE"
+    fi
+
+    # Copy updated files.
+    info "Updating templates and static assets..."
+    sudo_if rsync -a --delete templates/ "$INSTALL_DIR/templates/" 2>/dev/null || true
+    sudo_if rsync -a --delete static/ "$INSTALL_DIR/static/" 2>/dev/null || true
+    sudo_if cp install.sh "$INSTALL_DIR/" 2>/dev/null || true
+
+    # Stop service.
+    info "Stopping service..."
+    sudo_if systemctl stop "$SERVICE_NAME" 2>/dev/null || true
+
+    # Ensure Go is installed.
+    if ! command -v go &>/dev/null; then
+        info "Installing Go..."
+        if command -v apt-get &>/dev/null; then
+            sudo_if apt-get update -qq && sudo_if apt-get install -y -qq golang-go 2>&1 | tail -1
+        elif command -v dnf &>/dev/null; then
+            sudo_if dnf install -y golang 2>&1 | tail -1
+        elif command -v apk &>/dev/null; then
+            sudo_if apk add go 2>&1 | tail -1
+        else
+            err "No package manager found. Please install Go 1.23+ manually."
+            exit 1
+        fi
+    fi
+
+    info "Rebuilding binary..."
+    export GOMODCACHE="${INSTALL_DIR}/.go/mod"
+    export GOPATH="${INSTALL_DIR}/.go"
+    export GOCACHE="${INSTALL_DIR}/.go/build"
+    mkdir -p "${GOMODCACHE}" "${GOCACHE}" 2>/dev/null || sudo_if mkdir -p "${GOMODCACHE}" "${GOCACHE}"
+    sudo_if chown -R "${APP_USER}" "${INSTALL_DIR}/.go" "${INSTALL_DIR}/app" 2>/dev/null || true
+    sudo_if rm -f app
+    CGO_ENABLED=0 go build -buildvcs=false -ldflags="-s -w" -o app .
+
+    sudo_if chown -R "${APP_USER}:${APP_USER}" "$INSTALL_DIR" 2>/dev/null || true
+
+    info "Starting service..."
+    sudo_if systemctl start "$SERVICE_NAME"
+    sleep 2
+
+    if systemctl is-active --quiet "$SERVICE_NAME"; then
+        info "Update complete — NextExpense is running"
+    else
+        warn "Service did not start. Check: systemctl status $SERVICE_NAME"
+    fi
+}
+
+# ──────────────────────────────────────────────────────────────────
+# FRESH INSTALL
+# ──────────────────────────────────────────────────────────────────
+do_install() {
+    echo ""
+    echo "  ╔═══════════════════════════════════════╗"
+    echo "  ║       NextExpense Installer           ║"
+    echo "  ╚═══════════════════════════════════════╝"
+    echo ""
+
+    # Cache sudo credentials upfront.
+    if [ "$EUID" -ne 0 ]; then
+        sudo -v 2>/dev/null || { err "This installer requires sudo access. Please run: sudo ./install.sh --install"; exit 1; }
+    fi
+
+    # ── Install dependencies ───────────────────────────────────
+    if ! command -v git &>/dev/null; then
+        info "Installing git..."
+        if command -v apt-get &>/dev/null; then
+            sudo_if apt-get update -qq && sudo_if apt-get install -y -qq git 2>&1 | tail -1
+        elif command -v dnf &>/dev/null; then
+            sudo_if dnf install -y git 2>&1 | tail -1
+        elif command -v apk &>/dev/null; then
+            sudo_if apk add git 2>&1 | tail -1
+        else
+            err "Please install git manually, then re-run."
+            exit 1
+        fi
+    fi
+    if ! command -v curl &>/dev/null; then
+        info "Installing curl..."
+        if command -v apt-get &>/dev/null; then
+            sudo_if apt-get install -y -qq curl 2>&1 | tail -1
+        elif command -v dnf &>/dev/null; then
+            sudo_if dnf install -y curl 2>&1 | tail -1
+        elif command -v apk &>/dev/null; then
+            sudo_if apk add curl 2>&1 | tail -1
+        fi
+    fi
+    if ! command -v python3 &>/dev/null; then
+        info "Installing python3..."
+        if command -v apt-get &>/dev/null; then
+            sudo_if apt-get install -y -qq python3 2>&1 | tail -1
+        elif command -v dnf &>/dev/null; then
+            sudo_if dnf install -y python3 2>&1 | tail -1
+        elif command -v apk &>/dev/null; then
+            sudo_if apk add python3 2>&1 | tail -1
+        fi
+    fi
+
+    # ── Clone repo ────────────────────────────────────────────
+    if [ -d "$INSTALL_DIR" ]; then
+        warn "$INSTALL_DIR already exists — pulling latest..."
+        sudo_if git config --global --add safe.directory "$INSTALL_DIR" 2>/dev/null || true
+        cd "$INSTALL_DIR"
+        sudo_if git pull
+    else
+        info "Cloning repository to $INSTALL_DIR..."
+        sudo_if git clone "$REPO_URL" "$INSTALL_DIR"
+        cd "$INSTALL_DIR"
+    fi
+    sudo_if chown -R "$(whoami):$(whoami)" "$INSTALL_DIR" 2>/dev/null || true
+
+    # ── Build binary ──────────────────────────────────────────
+    ARCH="$(uname -m)"
+    case "$ARCH" in
+        x86_64)  ARCH="amd64" ;;
+        aarch64) ARCH="arm64" ;;
+        *)       err "Unsupported architecture: $ARCH"; exit 1 ;;
+    esac
+
+    if ! command -v go &>/dev/null; then
+        info "Installing Go..."
+        if command -v apt-get &>/dev/null; then
+            sudo_if apt-get update -qq && sudo_if apt-get install -y -qq golang-go 2>&1 | tail -1
+        elif command -v dnf &>/dev/null; then
+            sudo_if dnf install -y golang 2>&1 | tail -1
+        elif command -v apk &>/dev/null; then
+            sudo_if apk add go 2>&1 | tail -1
+        else
+            err "No package manager found. Please install Go 1.23+ manually."
+            exit 1
+        fi
+    fi
+
+    info "Building binary from source (pure Go, no CGO)..."
+    export GOMODCACHE="${INSTALL_DIR}/.go/mod"
+    export GOPATH="${INSTALL_DIR}/.go"
+    export GOCACHE="${INSTALL_DIR}/.go/build"
+    mkdir -p "${GOMODCACHE}" "${GOCACHE}" 2>/dev/null || sudo_if mkdir -p "${GOMODCACHE}" "${GOCACHE}"
+    sudo_if chown -R "$(whoami):$(whoami)" "${INSTALL_DIR}/.go" "${INSTALL_DIR}/app" 2>/dev/null || true
+    sudo_if rm -f app
+    CGO_ENABLED=0 go build -buildvcs=false -ldflags="-s -w" -o app .
+    info "Binary ready: $INSTALL_DIR/app"
+
+    # ── Create runtime directories ─────────────────────────────
+    sudo_if mkdir -p storage
+    sudo_if chmod 755 templates static storage
+
+    # ── AI Provider ────────────────────────────────────────────
+    echo ""
+    echo "  ── AI Provider ──"
+    echo "  Which AI should process receipt images?"
+    echo "    1) Google Gemini  (cloud API, needs API key)"
+    echo "    2) OpenAI / Compatible  (also works with Ollama, LocalAI, etc.)"
+    echo ""
+    ask "  Choose [1-2] (default: 1): "
+    read -r AI_CHOICE
+    AI_CHOICE="${AI_CHOICE:-1}"
+
+    case "$AI_CHOICE" in
+        2)
+            AI_PROVIDER="openai"
+            ask "  API key (or press Enter for Ollama): "
+            read -r OPENAI_API_KEY
+            ask "  Model [gpt-4o-mini]: "
+            read -r AI_MODEL
+            AI_MODEL="${AI_MODEL:-gpt-4o-mini}"
+            ask "  Base URL [https://api.openai.com/v1]: "
+            read -r AI_BASE_URL
+            AI_BASE_URL="${AI_BASE_URL:-https://api.openai.com/v1}"
+            ;;
+        *)
+            AI_PROVIDER="gemini"
+            ask "  Gemini API key: "
+            read -r GEMINI_API_KEY
+            ;;
+    esac
+
+    # ── SMTP Configuration ────────────────────────────────────
+    echo ""
+    echo "  ── Email (SMTP) ──"
+    echo "  Required for sending OTP codes and expense reports."
+    echo "  Leave blank to skip (OTP codes will be logged to console)."
+    echo ""
+    ask "  SMTP host: "
+    read -r SMTP_HOST
+    if [ -n "$SMTP_HOST" ]; then
+        ask "  SMTP port [587]: "
+        read -r SMTP_PORT
+        SMTP_PORT="${SMTP_PORT:-587}"
+        ask "  SMTP user: "
+        read -r SMTP_USER
+        ask "  SMTP password: "
+        read -r SMTP_PASS
+    fi
+
+    # ── General settings ──────────────────────────────────────
+    echo ""
+    echo "  ── General ──"
+    echo "  If the app is behind a proxy (e.g. dev.lohmar.co.uk), enter the domain."
+    echo "  Otherwise leave blank to use localhost."
+    echo ""
+    ask "  Domain name [localhost]: "
+    read -r DOMAIN
+    DOMAIN="${DOMAIN:-localhost}"
+    ask "  HTTPS? (y/N): "
+    read -r USE_HTTPS
+    if [[ "$USE_HTTPS" =~ ^[Yy]$ ]]; then
+        BASE_URL="https://${DOMAIN}"
+    else
+        BASE_URL="http://${DOMAIN}"
+    fi
+    ask "  Web server port [8080]: "
+    read -r PORT
+    PORT="${PORT:-8080}"
+    if [ "$DOMAIN" = "localhost" ]; then
+        BASE_URL="http://localhost:${PORT}"
+    fi
+
+    # ── Write .env ─────────────────────────────────────────────
+    info "Creating .env..."
+    sudo_if tee "$INSTALL_DIR/.env" > /dev/null << ENVEOF
+# NextExpense Configuration
+# Generated by install.sh on $(date)
+
+PORT=${PORT}
+BASE_URL=${BASE_URL}
+AI_PROVIDER=${AI_PROVIDER}
+ENVEOF
+
+    case "$AI_PROVIDER" in
+        openai)
+            sudo_if tee -a "$INSTALL_DIR/.env" > /dev/null << ENVEOF
+OPENAI_API_KEY=${OPENAI_API_KEY}
+AI_MODEL=${AI_MODEL}
+AI_BASE_URL=${AI_BASE_URL}
+ENVEOF
+            ;;
+        gemini)
+            sudo_if tee -a "$INSTALL_DIR/.env" > /dev/null << ENVEOF
+GEMINI_API_KEY=${GEMINI_API_KEY}
+ENVEOF
+            ;;
+    esac
+
+    if [ -n "$SMTP_HOST" ]; then
+        sudo_if tee -a "$INSTALL_DIR/.env" > /dev/null << ENVEOF
+SMTP_HOST=${SMTP_HOST}
+SMTP_PORT=${SMTP_PORT}
+SMTP_USER=${SMTP_USER}
+SMTP_PASS=${SMTP_PASS}
+ENVEOF
+    fi
+
+    sudo_if chmod 600 "$INSTALL_DIR/.env"
+    info "Configuration saved to $INSTALL_DIR/.env"
+
+    # ── Determine app user ────────────────────────────────────
+    APP_USER="${SUDO_USER:-$(whoami)}"
+    if [ "$APP_USER" = "root" ]; then
+        APP_USER="${SERVICE_NAME}"
+        if ! id -u "${APP_USER}" &>/dev/null 2>&1; then
+            info "Creating system user '${APP_USER}'..."
+            sudo_if useradd --system --no-create-home --home-dir "${INSTALL_DIR}" --shell /usr/sbin/nologin "${APP_USER}"
+        fi
+    else
+        info "Using existing user '${APP_USER}'"
+    fi
+
+    # ── Set ownership ─────────────────────────────────────────
+    sudo_if chown -R "${APP_USER}:${APP_USER}" "${INSTALL_DIR}"
+    sudo_if chmod 755 "${INSTALL_DIR}" "${INSTALL_DIR}/templates" "${INSTALL_DIR}/static"
+    sudo_if chmod 775 "${INSTALL_DIR}/storage"
+
+    # ── Systemd service ───────────────────────────────────────
+    info "Creating systemd service..."
+    sudo_if tee "/etc/systemd/system/${SERVICE_NAME}.service" > /dev/null << SERVEOF
+[Unit]
+Description=NextExpense — AI-Powered Expense Tracker
+Documentation=https://git.lohmar.co.uk/cclohmar/NextExpense
+After=network.target
+
+[Service]
+Type=simple
+User=${APP_USER}
+Group=${APP_USER}
+WorkingDirectory=${INSTALL_DIR}
+ExecStart=${INSTALL_DIR}/app
+Restart=always
+RestartSec=5
+EnvironmentFile=-${INSTALL_DIR}/.env
+StandardOutput=append:/var/log/nextexpense.log
+StandardError=append:/var/log/nextexpense.log
+
+[Install]
+WantedBy=multi-user.target
+SERVEOF
+
+    sudo_if systemctl daemon-reload
+    sudo_if systemctl enable "${SERVICE_NAME}"
+    info "Service created: /etc/systemd/system/${SERVICE_NAME}.service"
+
+    # ── Start ──────────────────────────────────────────────────
+    info "Starting NextExpense..."
+    sudo_if systemctl restart "${SERVICE_NAME}" 2>/dev/null || true
+    sleep 2
+
+    echo ""
+    echo "  ╔═══════════════════════════════════════╗"
+    echo "  ║       Installation Complete!          ║"
+    echo "  ╚═══════════════════════════════════════╝"
+    echo ""
+    echo "  Install:     $INSTALL_DIR"
+    echo "  Binary:      $INSTALL_DIR/app"
+    echo "  Config:      $INSTALL_DIR/.env"
+    echo "  Templates:   $INSTALL_DIR/templates/"
+    echo "  Static:      $INSTALL_DIR/static/"
+    echo "  Storage:     $INSTALL_DIR/storage/"
+    echo "  Service:     systemctl status $SERVICE_NAME"
+    echo "  Logs:        journalctl -u $SERVICE_NAME -f"
+    echo ""
+
+    if systemctl is-active --quiet "${SERVICE_NAME}"; then
+        info "NextExpense is running on port ${PORT}"
+        echo "  Open http://localhost:${PORT} (or your server IP)"
+    else
+        warn "Service did not start. Check: systemctl status ${SERVICE_NAME}"
+        journalctl -u "${SERVICE_NAME}" -n 20 --no-pager
+    fi
+
+    echo ""
+    echo "  ── Commands ──"
+    echo "  Update:  ./install.sh --update"
+    echo "  Remove:  ./install.sh --remove"
+    echo ""
+}
+
+# ──────────────────────────────────────────────────────────────────
+# MAIN — Parse flags
+# ──────────────────────────────────────────────────────────────────
+MODE="${1:-}"
+
+case "$MODE" in
+    --install|-i)  do_install ;;
+    --update|-u)   do_update ;;
+    --remove|-r)   do_remove ;;
+    --help|-h)     show_help ;;
+    "")            show_help ;;
+    *)
+        # Backward-compat: bare `-update` still works
+        if [ "$MODE" = "-update" ]; then
+            do_update
+        else
+            err "Unknown flag: $MODE"
+            show_help
+            exit 1
+        fi
+        ;;
+esac

internal/ai/deepseek.go

@@ -1,191 +0,0 @@
-package ai
-
-import (
-	"bytes"
-	"encoding/base64"
-	"encoding/json"
-	"errors"
-	"fmt"
-	"io"
-	"log"
-	"net/http"
-	"os"
-	"time"
-)
-
-// ReceiptData represents the structured data extracted from a receipt image.
-type ReceiptData struct {
-	Amount   float64 `json:"amount"`
-	Currency string  `json:"currency"`
-	Merchant string  `json:"merchant"`
-	Category string  `json:"category"`
-	Date     string  `json:"date"`
-}
-
-const (
-	deepseekAPIURL = "https://api.deepseek.com/v1/chat/completions"
-	deepseekModel  = "deepseek-vl2"
-	requestTimeout = 30 * time.Second
-)
-
-// deepseekRequest matches the DeepSeek Vision API request format (OpenAI-compatible).
-type deepseekRequest struct {
-	Model       string            `json:"model"`
-	Messages    []deepseekMessage `json:"messages"`
-	Temperature float64           `json:"temperature"`
-}
-
-type deepseekMessage struct {
-	Role    string            `json:"role"`
-	Content []deepseekContent `json:"content"`
-}
-
-type deepseekContent struct {
-	Type     string         `json:"type"`
-	Text     string         `json:"text,omitempty"`
-	ImageURL *imageURLValue `json:"image_url,omitempty"`
-}
-
-type imageURLValue struct {
-	URL string `json:"url"`
-}
-
-// deepseekResponse matches the DeepSeek API response (OpenAI-compatible).
-type deepseekResponse struct {
-	Choices []deepseekChoice `json:"choices"`
-}
-
-type deepseekChoice struct {
-	Message deepseekResponseMessage `json:"message"`
-}
-
-type deepseekResponseMessage struct {
-	Content string `json:"content"`
-}
-
-// ExtractReceipt sends a receipt image to the DeepSeek Vision API and parses
-// the structured receipt data from the response. Returns default (empty) data
-// along with an error if any step of the process fails.
-func ExtractReceipt(imagePath string) (*ReceiptData, error) {
-	// 1. Validate the image file exists and is readable.
-	imageData, err := readImageFile(imagePath)
-	if err != nil {
-		log.Printf("ExtractReceipt: failed to read image file %q: %v", imagePath, err)
-		return &ReceiptData{}, err
-	}
-
-	// 2. Get the API key from the environment.
-	apiKey := os.Getenv("DEEPSEEK_API_KEY")
-	if apiKey == "" {
-		err := errors.New("DEEPSEEK_API_KEY environment variable is not set")
-		log.Printf("ExtractReceipt: %v", err)
-		return &ReceiptData{}, err
-	}
-
-	// 3. Build the request payload.
-	base64Image := base64.StdEncoding.EncodeToString(imageData)
-	payload := deepseekRequest{
-		Model:       deepseekModel,
-		Temperature: 0.2,
-		Messages: []deepseekMessage{
-			{
-				Role: "user",
-				Content: []deepseekContent{
-					{
-						Type: "text",
-						Text: "Analyze this receipt image. Extract the following fields as a strict JSON object: amount (float), currency (3-letter string), merchant (string), category (one of: Food, Travel, Lodging, Software, Other), date (YYYY-MM-DD). Do not return markdown, only raw JSON.",
-					},
-					{
-						Type: "image_url",
-						ImageURL: &imageURLValue{
-							URL: fmt.Sprintf("data:image/jpeg;base64,%s", base64Image),
-						},
-					},
-				},
-			},
-		},
-	}
-
-	body, err := json.Marshal(payload)
-	if err != nil {
-		log.Printf("ExtractReceipt: failed to marshal request payload: %v", err)
-		return &ReceiptData{}, err
-	}
-
-	// 4. Send the POST request.
-	req, err := http.NewRequest(http.MethodPost, deepseekAPIURL, bytes.NewReader(body))
-	if err != nil {
-		log.Printf("ExtractReceipt: failed to create HTTP request: %v", err)
-		return &ReceiptData{}, err
-	}
-	req.Header.Set("Content-Type", "application/json")
-	req.Header.Set("Authorization", "Bearer "+apiKey)
-
-	client := &http.Client{Timeout: requestTimeout}
-	resp, err := client.Do(req)
-	if err != nil {
-		log.Printf("ExtractReceipt: API request failed: %v", err)
-		return &ReceiptData{}, err
-	}
-	defer resp.Body.Close()
-
-	// 5. Read the response body.
-	respBody, err := io.ReadAll(resp.Body)
-	if err != nil {
-		log.Printf("ExtractReceipt: failed to read response body: %v", err)
-		return &ReceiptData{}, err
-	}
-
-	if resp.StatusCode != http.StatusOK {
-		err := fmt.Errorf("API returned status %d: %s", resp.StatusCode, string(respBody))
-		log.Printf("ExtractReceipt: %v", err)
-		return &ReceiptData{}, err
-	}
-
-	// 6. Parse the DeepSeek response (OpenAI-compatible format).
-	var apiResp deepseekResponse
-	if err := json.Unmarshal(respBody, &apiResp); err != nil {
-		log.Printf("ExtractReceipt: failed to parse API response: %v", err)
-		return &ReceiptData{}, err
-	}
-
-	if len(apiResp.Choices) == 0 {
-		err := errors.New("API response contains no choices")
-		log.Printf("ExtractReceipt: %v", err)
-		return &ReceiptData{}, err
-	}
-
-	contentStr := apiResp.Choices[0].Message.Content
-
-	// 7. Parse the nested JSON from the content field into ReceiptData.
-	var receipt ReceiptData
-	if err := json.Unmarshal([]byte(contentStr), &receipt); err != nil {
-		log.Printf("ExtractReceipt: failed to parse receipt JSON from content: %v", err)
-		return &ReceiptData{}, err
-	}
-
-	return &receipt, nil
-}
-
-// readImageFile reads the full contents of an image file after verifying it
-// exists and is a regular file.
-func readImageFile(path string) ([]byte, error) {
-	info, err := os.Stat(path)
-	if err != nil {
-		if os.IsNotExist(err) {
-			return nil, fmt.Errorf("image file does not exist: %s", path)
-		}
-		return nil, fmt.Errorf("cannot stat image file %s: %w", path, err)
-	}
-
-	if info.IsDir() {
-		return nil, fmt.Errorf("path is a directory, not an image file: %s", path)
-	}
-
-	data, err := os.ReadFile(path)
-	if err != nil {
-		return nil, fmt.Errorf("cannot read image file %s: %w", path, err)
-	}
-
-	return data, nil
-}

internal/ai/gemini.go

@@ -0,0 +1,151 @@
+package ai
+
+import (
+	"bytes"
+	"encoding/base64"
+	"encoding/json"
+	"errors"
+	"fmt"
+	"io"
+	"log"
+	"net/http"
+	"os"
+	"strings"
+	"time"
+)
+
+const geminiTimeout = 30 * time.Second
+
+type geminiRequest struct {
+	Contents []geminiContent `json:"contents"`
+}
+
+type geminiContent struct {
+	Parts []geminiPart `json:"parts"`
+}
+
+type geminiPart struct {
+	Text       string          `json:"text,omitempty"`
+	InlineData *geminiFileData `json:"inline_data,omitempty"`
+}
+
+type geminiFileData struct {
+	MimeType string `json:"mime_type"`
+	Data     string `json:"data"`
+}
+
+type geminiResponse struct {
+	Candidates []geminiCandidate `json:"candidates"`
+	Error      *struct {
+		Message string `json:"message"`
+	} `json:"error,omitempty"`
+}
+
+type geminiCandidate struct {
+	Content geminiResponseContent `json:"content"`
+}
+
+type geminiResponseContent struct {
+	Parts []struct {
+		Text string `json:"text"`
+	} `json:"parts"`
+}
+
+type geminiProvider struct {
+	apiKey string
+	apiURL string
+}
+
+func newGeminiProvider() geminiProvider {
+	apiKey := os.Getenv("GEMINI_API_KEY")
+	model := os.Getenv("GEMINI_MODEL")
+	if model == "" {
+		model = "gemini-3.1-flash-lite"
+	}
+	return geminiProvider{
+		apiKey: apiKey,
+		apiURL: fmt.Sprintf("https://generativelanguage.googleapis.com/v1beta/models/%s:generateContent", model),
+	}
+}
+
+func (p geminiProvider) ExtractReceipt(imagePath string) (*ReceiptData, error) {
+	if p.apiKey == "" {
+		return &ReceiptData{}, errors.New("GEMINI_API_KEY environment variable not set")
+	}
+
+	imageData, err := readFile(imagePath)
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("read file: %w", err)
+	}
+
+	mimeType := detectMimeType(imageData)
+	if mimeType == "" {
+		mimeType = "image/jpeg"
+	}
+
+	b64Data := base64.StdEncoding.EncodeToString(imageData)
+
+	payload := geminiRequest{
+		Contents: []geminiContent{{
+			Parts: []geminiPart{
+				{Text: fmt.Sprintf("Analyze this receipt. Extract as strict JSON with keys: \"merchant\" (string), \"amount\" (number), \"currency\" (3-letter code), \"category\" (string, MUST be exactly one of: %s), \"date\" (YYYY-MM-DD). Return ONLY valid JSON. No markdown.", categoryPrompt())},
+				{InlineData: &geminiFileData{MimeType: mimeType, Data: b64Data}},
+			},
+		}},
+	}
+
+	body, err := json.Marshal(payload)
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("marshal request: %w", err)
+	}
+
+	req, err := http.NewRequest(http.MethodPost, p.apiURL, bytes.NewReader(body))
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("create request: %w", err)
+	}
+	req.Header.Set("Content-Type", "application/json")
+	req.Header.Set("X-goog-api-key", p.apiKey)
+
+	client := &http.Client{Timeout: geminiTimeout}
+	resp, err := client.Do(req)
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("API request: %w", err)
+	}
+	defer resp.Body.Close()
+
+	respBody, err := io.ReadAll(resp.Body)
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("read response: %w", err)
+	}
+
+	if resp.StatusCode != http.StatusOK {
+		return &ReceiptData{}, fmt.Errorf("Gemini status %d: %s", resp.StatusCode, strings.TrimSpace(string(respBody)))
+	}
+
+	var apiResp geminiResponse
+	if err := json.Unmarshal(respBody, &apiResp); err != nil {
+		return &ReceiptData{}, fmt.Errorf("parse response: %w", err)
+	}
+
+	if apiResp.Error != nil {
+		return &ReceiptData{}, fmt.Errorf("Gemini error: %s", apiResp.Error.Message)
+	}
+	if len(apiResp.Candidates) == 0 {
+		return &ReceiptData{}, errors.New("no candidates in Gemini response")
+	}
+
+	parts := apiResp.Candidates[0].Content.Parts
+	if len(parts) == 0 {
+		return &ReceiptData{}, errors.New("no response text from Gemini")
+	}
+
+	contentStr := stripMarkdownFences(parts[0].Text)
+	var receipt ReceiptData
+	if err := json.Unmarshal([]byte(contentStr), &receipt); err != nil {
+		return &ReceiptData{}, fmt.Errorf("parse receipt JSON: %w (content: %s)", err, contentStr)
+	}
+
+	log.Printf("ExtractReceipt [gemini]: merchant=%q amount=%.2f %s category=%q date=%q",
+		receipt.Merchant, receipt.Amount, receipt.Currency, receipt.Category, receipt.Date)
+	return &receipt, nil
+}

internal/ai/openai.go

@@ -0,0 +1,145 @@
+package ai
+
+import (
+	"bytes"
+	"encoding/base64"
+	"encoding/json"
+	"errors"
+	"fmt"
+	"io"
+	"log"
+	"net/http"
+	"os"
+	"strings"
+	"time"
+)
+
+const openaiTimeout = 30 * time.Second
+
+type openaiRequest struct {
+	Model       string          `json:"model"`
+	Messages    []openaiMessage `json:"messages"`
+	Temperature float64         `json:"temperature"`
+}
+
+type openaiMessage struct {
+	Role    string          `json:"role"`
+	Content []openaiContent `json:"content"`
+}
+
+type openaiContent struct {
+	Type     string       `json:"type"`
+	Text     string       `json:"text,omitempty"`
+	ImageURL *openaiImage `json:"image_url,omitempty"`
+}
+
+type openaiImage struct {
+	URL string `json:"url"`
+}
+
+type openaiResponse struct {
+	Choices []struct {
+		Message struct {
+			Content string `json:"content"`
+		} `json:"message"`
+	} `json:"choices"`
+	Error *struct {
+		Message string `json:"message"`
+	} `json:"error,omitempty"`
+}
+
+type openaiProvider struct {
+	apiKey  string
+	model   string
+	baseURL string
+}
+
+func newOpenAIProvider() openaiProvider {
+	return openaiProvider{
+		apiKey:  os.Getenv("OPENAI_API_KEY"),
+		model:   envOrDefault("AI_MODEL", "gpt-4o-mini"),
+		baseURL: strings.TrimRight(envOrDefault("AI_BASE_URL", "https://api.openai.com/v1"), "/"),
+	}
+}
+
+func (p openaiProvider) ExtractReceipt(imagePath string) (*ReceiptData, error) {
+	if p.apiKey == "" {
+		return &ReceiptData{}, errors.New("OPENAI_API_KEY environment variable not set")
+	}
+
+	imageData, err := readFile(imagePath)
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("read file: %w", err)
+	}
+
+	mimeType := detectMimeType(imageData)
+	if mimeType == "" {
+		mimeType = "image/jpeg"
+	}
+
+	b64Data := base64.StdEncoding.EncodeToString(imageData)
+	dataURL := fmt.Sprintf("data:%s;base64,%s", mimeType, b64Data)
+
+	payload := openaiRequest{
+		Model:       p.model,
+		Temperature: 0.1,
+		Messages: []openaiMessage{{
+			Role: "user",
+			Content: []openaiContent{
+				{Type: "text", Text: fmt.Sprintf("Analyze this receipt image. Extract the following fields as a strict JSON object with these exact keys: \"merchant\" (string, store or business name), \"amount\" (number, total paid), \"currency\" (string, 3-letter code like KES, USD, EUR), \"category\" (string, MUST be exactly one of: %s), \"date\" (string, YYYY-MM-DD format). Return ONLY valid JSON. No markdown, no explanation, no code fences.", categoryPrompt())},
+				{Type: "image_url", ImageURL: &openaiImage{URL: dataURL}},
+			},
+		}},
+	}
+
+	body, err := json.Marshal(payload)
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("marshal request: %w", err)
+	}
+
+	apiURL := p.baseURL + "/chat/completions"
+	req, err := http.NewRequest(http.MethodPost, apiURL, bytes.NewReader(body))
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("create request: %w", err)
+	}
+	req.Header.Set("Content-Type", "application/json")
+	req.Header.Set("Authorization", "Bearer "+p.apiKey)
+
+	client := &http.Client{Timeout: openaiTimeout}
+	resp, err := client.Do(req)
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("API request: %w", err)
+	}
+	defer resp.Body.Close()
+
+	respBody, err := io.ReadAll(resp.Body)
+	if err != nil {
+		return &ReceiptData{}, fmt.Errorf("read response: %w", err)
+	}
+
+	if resp.StatusCode != http.StatusOK {
+		return &ReceiptData{}, fmt.Errorf("API status %d: %s", resp.StatusCode, strings.TrimSpace(string(respBody)))
+	}
+
+	var apiResp openaiResponse
+	if err := json.Unmarshal(respBody, &apiResp); err != nil {
+		return &ReceiptData{}, fmt.Errorf("parse response: %w", err)
+	}
+
+	if apiResp.Error != nil {
+		return &ReceiptData{}, fmt.Errorf("API error: %s", apiResp.Error.Message)
+	}
+	if len(apiResp.Choices) == 0 {
+		return &ReceiptData{}, errors.New("no response choices from API")
+	}
+
+	contentStr := stripMarkdownFences(apiResp.Choices[0].Message.Content)
+	var receipt ReceiptData
+	if err := json.Unmarshal([]byte(contentStr), &receipt); err != nil {
+		return &ReceiptData{}, fmt.Errorf("parse receipt JSON: %w (content: %s)", err, contentStr)
+	}
+
+	log.Printf("ExtractReceipt [openai-%s]: merchant=%q amount=%.2f %s",
+		p.model, receipt.Merchant, receipt.Amount, receipt.Currency)
+	return &receipt, nil
+}

internal/ai/receipt.go

@@ -0,0 +1,164 @@
+// Package ai provides receipt data extraction from images/PDFs using
+// configurable AI providers (Gemini or OpenAI-compatible).
+//
+// Provider selection is done via environment variables:
+//
+//	AI_PROVIDER=gemini          (default, uses GEMINI_API_KEY)
+//	AI_PROVIDER=openai          (uses OPENAI_API_KEY, AI_MODEL, AI_BASE_URL)
+//	                           (also works with Ollama, LocalAI, etc.)
+package ai
+
+import (
+	"fmt"
+	"os"
+	"strings"
+)
+
+// ReceiptData represents the structured data extracted from a receipt image.
+type ReceiptData struct {
+	Amount   float64 `json:"amount"`
+	Currency string  `json:"currency"`
+	Merchant string  `json:"merchant"`
+	Category string  `json:"category"`
+	Date     string  `json:"date"`
+}
+
+// ValidCategories is the list of allowed expense categories the AI should
+// classify receipts into.
+var ValidCategories = []string{
+	"Airfare",
+	"Accommodation",
+	"Meals Self",
+	"Staff Meal",
+	"Client Meal",
+	"Travel - Taxi",
+	"Travel - Phone",
+	"Misc Travel",
+	"Mobile / Office Phone",
+	"Office Supplies",
+	"Postage / Couriers",
+	"Other Expenses",
+	"Hotel",
+	"Per Diem",
+	"Visa Fees",
+	"Connectivity (internet connections)",
+}
+
+// categoryPrompt returns the comma-separated category list for AI prompts.
+func categoryPrompt() string {
+	return `"Airfare", "Accommodation", "Meals Self", "Staff Meal", "Client Meal", "Travel - Taxi", "Travel - Phone", "Misc Travel", "Mobile / Office Phone", "Office Supplies", "Postage / Couriers", "Other Expenses", "Hotel", "Per Diem", "Visa Fees", "Connectivity (internet connections)"`
+}
+
+// Provider is the interface that wraps receipt extraction.
+// Each provider (Gemini, OpenAI, Ollama) implements this interface.
+type Provider interface {
+	ExtractReceipt(imagePath string) (*ReceiptData, error)
+}
+
+// ExtractReceipt dispatches to the configured AI provider.
+// The provider is selected based on the AI_PROVIDER environment variable.
+func ExtractReceipt(imagePath string) (*ReceiptData, error) {
+	provider := getProvider()
+	return provider.ExtractReceipt(imagePath)
+}
+
+// getProvider returns the appropriate Provider based on environment config.
+func getProvider() Provider {
+	providerName := strings.ToLower(strings.TrimSpace(os.Getenv("AI_PROVIDER")))
+
+	switch providerName {
+	case "openai":
+		return newOpenAIProvider()
+	default:
+		return newGeminiProvider()
+	}
+}
+
+// envOrDefault returns the environment variable value or a default if unset.
+func envOrDefault(key, fallback string) string {
+	if v := os.Getenv(key); v != "" {
+		return v
+	}
+	return fallback
+}
+
+// stripMarkdownFences removes markdown code fences from model output.
+func stripMarkdownFences(s string) string {
+	s = strings.TrimSpace(s)
+	if strings.HasPrefix(s, "```") {
+		s = s[3:]
+		if idx := strings.Index(s, "\n"); idx != -1 {
+			s = s[idx+1:]
+		}
+	}
+	if strings.HasSuffix(s, "```") {
+		s = s[:len(s)-3]
+	}
+	return strings.TrimSpace(s)
+}
+
+// readFile reads the full contents of a file from disk.
+func readFile(path string) ([]byte, error) {
+	info, err := os.Stat(path)
+	if err != nil {
+		if os.IsNotExist(err) {
+			return nil, fmt.Errorf("receipt file not found: %w", err)
+		}
+		return nil, fmt.Errorf("stat file %q: %w", path, err)
+	}
+	if info.IsDir() {
+		return nil, fmt.Errorf("readFile: %q is a directory, not a file", path)
+	}
+	if info.Size() > 10<<20 {
+		return nil, fmt.Errorf("readFile: %q exceeds 10 MB limit", path)
+	}
+	return os.ReadFile(path)
+}
+
+// detectMimeType determines the MIME type from magic bytes.
+func detectMimeType(data []byte) string {
+	if len(data) < 4 {
+		return ""
+	}
+	// JPEG
+	if data[0] == 0xFF && data[1] == 0xD8 && data[2] == 0xFF {
+		return "image/jpeg"
+	}
+	// PNG
+	if data[0] == 0x89 && data[1] == 0x50 && data[2] == 0x4E && data[3] == 0x47 {
+		return "image/png"
+	}
+	// WebP
+	if len(data) >= 12 && data[0] == 0x52 && data[1] == 0x49 && data[2] == 0x46 &&
+		data[3] == 0x46 && data[8] == 0x57 && data[9] == 0x45 && data[10] == 0x42 && data[11] == 0x50 {
+		return "image/webp"
+	}
+	// GIF
+	if data[0] == 0x47 && data[1] == 0x49 && data[2] == 0x46 {
+		return "image/gif"
+	}
+	// BMP
+	if data[0] == 0x42 && data[1] == 0x4D {
+		return "image/bmp"
+	}
+	// TIFF
+	if (data[0] == 0x49 && data[1] == 0x49 && data[2] == 0x2A && data[3] == 0x00) ||
+		(data[0] == 0x4D && data[1] == 0x4D && data[2] == 0x00 && data[3] == 0x2A) {
+		return "image/tiff"
+	}
+	// PDF
+	if data[0] == 0x25 && data[1] == 0x50 && data[2] == 0x44 && data[3] == 0x46 {
+		return "application/pdf"
+	}
+	// HEIC/HEIF (ftyp box at offset 4)
+	if len(data) >= 12 && data[4] == 0x66 && data[5] == 0x74 && data[6] == 0x79 && data[7] == 0x70 {
+		brand := string(data[8:12])
+		switch brand {
+		case "heic", "heix", "hevc", "hevx", "mif1", "msf1":
+			return "image/heic"
+		case "avif":
+			return "image/avif"
+		}
+	}
+	return ""
+}

internal/auth/otp.go

@@ -4,6 +4,7 @@ package auth
 
 import (
 	"crypto/rand"
+	"crypto/subtle"
 	"fmt"
 	"sync"
 	"time"
@@ -33,7 +34,8 @@ func ValidateOTP(provided, stored string, expiresAt time.Time) bool {
 	if time.Now().After(expiresAt) {
 		return false
 	}
-	return provided == stored
+	// Use constant-time comparison to prevent timing side-channel attacks.
+	return subtle.ConstantTimeCompare([]byte(provided), []byte(stored)) == 1
 }
 
 // attemptData stores the failure count and timestamp for a single email.

internal/database/db.go

@@ -9,7 +9,7 @@ import (
 	"log"
 	"time"
 
-	_ "github.com/mattn/go-sqlite3"
+	_ "modernc.org/sqlite"
 )
 
 // DB is the shared database handle, initialized by Init().
@@ -23,6 +23,9 @@ var DB *sql.DB
 type User struct {
 	ID         string
 	Email      string
+	Name       string
+	Department string
+	Onboarded  bool
 	CreatedAt  string
 }
 
@@ -33,12 +36,23 @@ type OTP struct {
 	ExpiresAt string
 }
 
+// Month represents a row in the months table.
+type Month struct {
+	ID        string
+	UserID    string
+	Name      string
+	CreatedAt string
+}
+
 // Event represents a row in the events table.
 type Event struct {
 	ID           string
 	UserID       string
+	MonthID      string
 	Name         string
 	Status       string
+	BaseCurrency string
+	ExchangeRate float64
 	CreatedAt    string
 }
 
@@ -48,6 +62,8 @@ type Expense struct {
 	EventID         string
 	Amount          float64
 	Currency        string
+	ConvertedAmount float64
+	BaseCurrency    string
 	Merchant        string
 	Category        string
 	Description     string
@@ -56,6 +72,16 @@ type Expense struct {
 	CreatedAt       string
 }
 
+// DownloadToken represents a download token for a generated report package.
+type DownloadToken struct {
+	Token     string
+	EventID   string
+	Filename  string
+	CreatedAt string
+	ExpiresAt string
+	Accessed  bool
+}
+
 // ---------------------------------------------------------------------------
 // Initialization
 // ---------------------------------------------------------------------------
@@ -65,30 +91,41 @@ type Expense struct {
 // It also sets the package-level DB variable for shared use.
 func Init() (*sql.DB, error) {
 	var err error
-	DB, err = sql.Open("sqlite3", "expenses.db")
+	DB, err = sql.Open("sqlite", "expenses.db")
 	if err != nil {
 		log.Printf("ERROR [%s] database: failed to open: %v", time.Now().Format(time.RFC3339), err)
 		return nil, err
 	}
 
-	// SQLite does not support concurrent writes; limit to one connection.
-	DB.SetMaxOpenConns(1)
+	// modernc.org/sqlite supports concurrent reads.
+	// A small pool handles HTMX concurrent requests efficiently.
+	DB.SetMaxOpenConns(4)
+	DB.SetMaxIdleConns(2)
 
 	if err = createTables(DB); err != nil {
 		log.Printf("ERROR [%s] database: table creation failed: %v", time.Now().Format(time.RFC3339), err)
 		return nil, err
 	}
 
+	// Run schema migrations for existing databases.
+	if err = migrateTables(DB); err != nil {
+		log.Printf("ERROR [%s] database: migration failed: %v", time.Now().Format(time.RFC3339), err)
+		return nil, err
+	}
+
 	log.Printf("INFO  [%s] database: initialized successfully", time.Now().Format(time.RFC3339))
 	return DB, nil
 }
 
-// createTables executes the DDL statements for all four tables.
+// createTables executes the DDL statements for all tables.
 func createTables(db *sql.DB) error {
 	statements := []string{
 		`CREATE TABLE IF NOT EXISTS users (
 			id TEXT PRIMARY KEY,
 			email TEXT UNIQUE NOT NULL,
+			name TEXT NOT NULL DEFAULT '',
+			department TEXT NOT NULL DEFAULT '',
+			onboarded INTEGER NOT NULL DEFAULT 0,
 			created_at DATETIME DEFAULT CURRENT_TIMESTAMP
 		)`,
 		`CREATE TABLE IF NOT EXISTS auth_otps (
@@ -96,19 +133,32 @@ func createTables(db *sql.DB) error {
 			otp_code TEXT NOT NULL,
 			expires_at DATETIME NOT NULL
 		)`,
-		`CREATE TABLE IF NOT EXISTS events (
+		`CREATE TABLE IF NOT EXISTS months (
 			id TEXT PRIMARY KEY,
 			user_id TEXT NOT NULL,
 			name TEXT NOT NULL,
-			status TEXT CHECK(status IN ('open', 'closed')) DEFAULT 'open',
 			created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
 			FOREIGN KEY(user_id) REFERENCES users(id)
 		)`,
+		`CREATE TABLE IF NOT EXISTS events (
+			id TEXT PRIMARY KEY,
+			user_id TEXT NOT NULL,
+			month_id TEXT NOT NULL,
+			name TEXT NOT NULL,
+			status TEXT CHECK(status IN ('open', 'closed')) DEFAULT 'open',
+			base_currency TEXT NOT NULL DEFAULT 'EUR',
+			exchange_rate REAL NOT NULL DEFAULT 1.0,
+			created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+			FOREIGN KEY(user_id) REFERENCES users(id),
+			FOREIGN KEY(month_id) REFERENCES months(id) ON DELETE CASCADE
+		)`,
 		`CREATE TABLE IF NOT EXISTS expenses (
 			id TEXT PRIMARY KEY,
 			event_id TEXT NOT NULL,
 			amount REAL NOT NULL,
 			currency TEXT NOT NULL,
+			converted_amount REAL NOT NULL DEFAULT 0,
+			base_currency TEXT NOT NULL DEFAULT 'EUR',
 			merchant TEXT NOT NULL,
 			category TEXT NOT NULL,
 			description TEXT,
@@ -117,6 +167,14 @@ func createTables(db *sql.DB) error {
 			created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
 			FOREIGN KEY(event_id) REFERENCES events(id) ON DELETE CASCADE
 		)`,
+		`CREATE TABLE IF NOT EXISTS download_tokens (
+			token TEXT PRIMARY KEY,
+			event_id TEXT NOT NULL,
+			filename TEXT NOT NULL,
+			created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
+			expires_at DATETIME NOT NULL,
+			accessed INTEGER NOT NULL DEFAULT 0
+		)`,
 	}
 
 	for _, stmt := range statements {
@@ -127,6 +185,23 @@ func createTables(db *sql.DB) error {
 	return nil
 }
 
+// migrateTables applies schema changes to existing databases that were
+// created before the current version. Each migration is idempotent —
+// errors from ALTER TABLE (e.g. column already exists) are ignored.
+func migrateTables(db *sql.DB) error {
+	migrations := []string{
+		"ALTER TABLE users ADD COLUMN name TEXT NOT NULL DEFAULT ''",
+		"ALTER TABLE users ADD COLUMN department TEXT NOT NULL DEFAULT ''",
+		"ALTER TABLE users ADD COLUMN onboarded INTEGER NOT NULL DEFAULT 0",
+		"ALTER TABLE events ADD COLUMN month_id TEXT NOT NULL DEFAULT ''",
+	}
+
+	for _, stmt := range migrations {
+		db.Exec(stmt) // ignore errors — columns may already exist
+	}
+	return nil
+}
+
 // ---------------------------------------------------------------------------
 // User queries
 // ---------------------------------------------------------------------------
@@ -146,9 +221,9 @@ func CreateUser(db *sql.DB, id, email string) error {
 
 // GetUserByEmail returns the user with the given email, or nil if not found.
 func GetUserByEmail(db *sql.DB, email string) (*User, error) {
-	row := db.QueryRow("SELECT id, email, created_at FROM users WHERE email = ?", email)
+	row := db.QueryRow("SELECT id, email, name, department, onboarded, created_at FROM users WHERE email = ?", email)
 	u := &User{}
-	if err := row.Scan(&u.ID, &u.Email, &u.CreatedAt); err != nil {
+	if err := row.Scan(&u.ID, &u.Email, &u.Name, &u.Department, &u.Onboarded, &u.CreatedAt); err != nil {
 		if err == sql.ErrNoRows {
 			return nil, nil
 		}
@@ -159,6 +234,34 @@ func GetUserByEmail(db *sql.DB, email string) (*User, error) {
 	return u, nil
 }
 
+// GetUserByID returns the user with the given ID, or nil if not found.
+func GetUserByID(db *sql.DB, id string) (*User, error) {
+	row := db.QueryRow("SELECT id, email, name, department, onboarded, created_at FROM users WHERE id = ?", id)
+	u := &User{}
+	if err := row.Scan(&u.ID, &u.Email, &u.Name, &u.Department, &u.Onboarded, &u.CreatedAt); err != nil {
+		if err == sql.ErrNoRows {
+			return nil, nil
+		}
+		log.Printf("ERROR [%s] database: GetUserByID(%s): %v",
+			time.Now().Format(time.RFC3339), id, err)
+		return nil, err
+	}
+	return u, nil
+}
+
+// UpdateUserOnboarding saves the user's name and department and marks them as onboarded.
+func UpdateUserOnboarding(db *sql.DB, userID, name, department string) error {
+	_, err := db.Exec(
+		"UPDATE users SET name = ?, department = ?, onboarded = 1 WHERE id = ?",
+		name, department, userID,
+	)
+	if err != nil {
+		log.Printf("ERROR [%s] database: UpdateUserOnboarding(%s): %v",
+			time.Now().Format(time.RFC3339), userID, err)
+	}
+	return err
+}
+
 // ---------------------------------------------------------------------------
 // OTP queries
 // ---------------------------------------------------------------------------
@@ -204,26 +307,144 @@ func DeleteOTP(db *sql.DB, email string) error {
 }
 
 // ---------------------------------------------------------------------------
-// Event queries
+// Month queries
 // ---------------------------------------------------------------------------
 
-// CreateEvent inserts a new event row.
-func CreateEvent(db *sql.DB, id, userID, name string) error {
+// CreateMonth inserts a new month row.
+func CreateMonth(db *sql.DB, id, userID, name string) error {
 	_, err := db.Exec(
-		"INSERT INTO events (id, user_id, name) VALUES (?, ?, ?)",
+		"INSERT INTO months (id, user_id, name) VALUES (?, ?, ?)",
 		id, userID, name,
 	)
 	if err != nil {
-		log.Printf("ERROR [%s] database: CreateEvent(%s, %s, %s): %v",
+		log.Printf("ERROR [%s] database: CreateMonth(%s, %s, %s): %v",
 			time.Now().Format(time.RFC3339), id, userID, name, err)
 	}
 	return err
 }
 
+// GetMonthsByUser returns all months belonging to a user, ordered by creation date descending.
+func GetMonthsByUser(db *sql.DB, userID string) ([]Month, error) {
+	rows, err := db.Query(
+		"SELECT id, user_id, name, created_at FROM months WHERE user_id = ? ORDER BY created_at DESC",
+		userID,
+	)
+	if err != nil {
+		log.Printf("ERROR [%s] database: GetMonthsByUser(%s): %v",
+			time.Now().Format(time.RFC3339), userID, err)
+		return nil, err
+	}
+	defer rows.Close()
+
+	var months []Month
+	for rows.Next() {
+		var m Month
+		if err := rows.Scan(&m.ID, &m.UserID, &m.Name, &m.CreatedAt); err != nil {
+			log.Printf("ERROR [%s] database: GetMonthsByUser scan: %v",
+				time.Now().Format(time.RFC3339), err)
+			return nil, err
+		}
+		months = append(months, m)
+	}
+	return months, rows.Err()
+}
+
+// GetMonthByID returns a single month by ID, or nil if not found.
+func GetMonthByID(db *sql.DB, id string) (*Month, error) {
+	row := db.QueryRow("SELECT id, user_id, name, created_at FROM months WHERE id = ?", id)
+	m := &Month{}
+	if err := row.Scan(&m.ID, &m.UserID, &m.Name, &m.CreatedAt); err != nil {
+		if err == sql.ErrNoRows {
+			return nil, nil
+		}
+		log.Printf("ERROR [%s] database: GetMonthByID(%s): %v",
+			time.Now().Format(time.RFC3339), id, err)
+		return nil, err
+	}
+	return m, nil
+}
+
+// UpdateMonth updates the name of an existing month.
+func UpdateMonth(db *sql.DB, id, name string) error {
+	_, err := db.Exec("UPDATE months SET name = ? WHERE id = ?", name, id)
+	if err != nil {
+		log.Printf("ERROR [%s] database: UpdateMonth(%s): %v",
+			time.Now().Format(time.RFC3339), id, err)
+	}
+	return err
+}
+
+// DeleteMonth removes a month and all its events (cascade deletes expenses via FK).
+func DeleteMonth(db *sql.DB, id string) error {
+	_, err := db.Exec("DELETE FROM months WHERE id = ?", id)
+	if err != nil {
+		log.Printf("ERROR [%s] database: DeleteMonth(%s): %v",
+			time.Now().Format(time.RFC3339), id, err)
+	}
+	return err
+}
+
+// GetMonthTotalClaim returns the sum of all converted_amounts across all
+// events and expenses in a given month. Returns 0 if no expenses exist.
+func GetMonthTotalClaim(db *sql.DB, monthID string) (float64, error) {
+	var total sql.NullFloat64
+	err := db.QueryRow(
+		`SELECT COALESCE(SUM(e.converted_amount), 0)
+		 FROM expenses e
+		 JOIN events ev ON e.event_id = ev.id
+		 WHERE ev.month_id = ?`, monthID,
+	).Scan(&total)
+	if err != nil {
+		return 0, err
+	}
+	if total.Valid {
+		return total.Float64, nil
+	}
+	return 0, nil
+}
+
+// GetEventTotalClaim returns the sum of all converted_amounts for a given event.
+func GetEventTotalClaim(db *sql.DB, eventID string) (float64, error) {
+	var total sql.NullFloat64
+	err := db.QueryRow(
+		`SELECT COALESCE(SUM(converted_amount), 0) FROM expenses WHERE event_id = ?`, eventID,
+	).Scan(&total)
+	if err != nil {
+		return 0, err
+	}
+	if total.Valid {
+		return total.Float64, nil
+	}
+	return 0, nil
+}
+
+// ---------------------------------------------------------------------------
+// Event queries
+// ---------------------------------------------------------------------------
+
+// CreateEvent inserts a new event row with optional base currency and exchange rate.
+func CreateEvent(db *sql.DB, id, userID, monthID, name, baseCurrency string, exchangeRate float64) error {
+	if baseCurrency == "" {
+		baseCurrency = "EUR"
+	}
+	if exchangeRate <= 0 {
+		exchangeRate = 1.0
+	}
+	_, err := db.Exec(
+		"INSERT INTO events (id, user_id, month_id, name, base_currency, exchange_rate) VALUES (?, ?, ?, ?, ?, ?)",
+		id, userID, monthID, name, baseCurrency, exchangeRate,
+	)
+	if err != nil {
+		log.Printf("ERROR [%s] database: CreateEvent(%s, %s, %s, %s, %s, %.4f): %v",
+			time.Now().Format(time.RFC3339), id, userID, monthID, name, baseCurrency, exchangeRate, err)
+	}
+	return err
+}
+
 // GetEventsByUser returns all events belonging to a user, ordered by creation date descending.
 func GetEventsByUser(db *sql.DB, userID string) ([]Event, error) {
 	rows, err := db.Query(
-		"SELECT id, user_id, name, status, created_at FROM events WHERE user_id = ? ORDER BY created_at DESC",
+		"SELECT id, user_id, month_id, name, status, base_currency, exchange_rate, created_at FROM events WHERE user_id = ? ORDER BY created_at DESC",
 		userID,
 	)
 	if err != nil {
@@ -236,7 +457,7 @@ func GetEventsByUser(db *sql.DB, userID string) ([]Event, error) {
 	var events []Event
 	for rows.Next() {
 		var e Event
-		if err := rows.Scan(&e.ID, &e.UserID, &e.Name, &e.Status, &e.CreatedAt); err != nil {
+		if err := rows.Scan(&e.ID, &e.UserID, &e.MonthID, &e.Name, &e.Status, &e.BaseCurrency, &e.ExchangeRate, &e.CreatedAt); err != nil {
 			log.Printf("ERROR [%s] database: GetEventsByUser scan: %v",
 				time.Now().Format(time.RFC3339), err)
 			return nil, err
@@ -246,11 +467,37 @@ func GetEventsByUser(db *sql.DB, userID string) ([]Event, error) {
 	return events, rows.Err()
 }
 
+// GetEventsByMonth returns all events under a given month, ordered by creation date descending.
+func GetEventsByMonth(db *sql.DB, monthID string) ([]Event, error) {
+	rows, err := db.Query(
+		"SELECT id, user_id, month_id, name, status, base_currency, exchange_rate, created_at FROM events WHERE month_id = ? ORDER BY created_at DESC",
+		monthID,
+	)
+	if err != nil {
+		log.Printf("ERROR [%s] database: GetEventsByMonth(%s): %v",
+			time.Now().Format(time.RFC3339), monthID, err)
+		return nil, err
+	}
+	defer rows.Close()
+
+	var events []Event
+	for rows.Next() {
+		var e Event
+		if err := rows.Scan(&e.ID, &e.UserID, &e.MonthID, &e.Name, &e.Status, &e.BaseCurrency, &e.ExchangeRate, &e.CreatedAt); err != nil {
+			log.Printf("ERROR [%s] database: GetEventsByMonth scan: %v",
+				time.Now().Format(time.RFC3339), err)
+			return nil, err
+		}
+		events = append(events, e)
+	}
+	return events, rows.Err()
+}
+
 // GetEventByID returns a single event by ID, or nil if not found.
 func GetEventByID(db *sql.DB, id string) (*Event, error) {
-	row := db.QueryRow("SELECT id, user_id, name, status, created_at FROM events WHERE id = ?", id)
+	row := db.QueryRow("SELECT id, user_id, month_id, name, status, base_currency, exchange_rate, created_at FROM events WHERE id = ?", id)
 	e := &Event{}
-	if err := row.Scan(&e.ID, &e.UserID, &e.Name, &e.Status, &e.CreatedAt); err != nil {
+	if err := row.Scan(&e.ID, &e.UserID, &e.MonthID, &e.Name, &e.Status, &e.BaseCurrency, &e.ExchangeRate, &e.CreatedAt); err != nil {
 		if err == sql.ErrNoRows {
 			return nil, nil
 		}
@@ -271,17 +518,54 @@ func UpdateEventStatus(db *sql.DB, id, status string) error {
 	return err
 }
 
+// DeleteEvent removes an event and all its expenses from the database.
+func DeleteEvent(db *sql.DB, id string) error {
+	_, err := db.Exec("DELETE FROM events WHERE id = ?", id)
+	if err != nil {
+		log.Printf("ERROR [%s] database: DeleteEvent(%s): %v",
+			time.Now().Format(time.RFC3339), id, err)
+	}
+	return err
+}
+
+// UpdateEvent updates the name, base currency and exchange rate of an existing event.
+func UpdateEvent(db *sql.DB, id, name, baseCurrency string, exchangeRate float64) error {
+	_, err := db.Exec("UPDATE events SET name = ?, base_currency = ?, exchange_rate = ? WHERE id = ?", name, baseCurrency, exchangeRate, id)
+	if err != nil {
+		log.Printf("ERROR [%s] database: UpdateEvent(%s): %v",
+			time.Now().Format(time.RFC3339), id, err)
+	}
+	return err
+}
+
+// RecalculateExpenses updates all expense converted_amounts for an event
+// using the new exchange rate. Expenses already in the base currency are left unchanged.
+func RecalculateExpenses(db *sql.DB, eventID, baseCurrency string, exchangeRate float64) error {
+	_, err := db.Exec(
+		`UPDATE expenses SET
+		 converted_amount = CASE WHEN currency != ? THEN ROUND(amount * ?, 2) ELSE amount END,
+		 base_currency = ?
+		 WHERE event_id = ?`,
+		baseCurrency, exchangeRate, baseCurrency, eventID,
+	)
+	if err != nil {
+		log.Printf("ERROR [%s] database: RecalculateExpenses(%s): %v",
+			time.Now().Format(time.RFC3339), eventID, err)
+	}
+	return err
+}
+
 // ---------------------------------------------------------------------------
 // Expense queries
 // ---------------------------------------------------------------------------
 
 // CreateExpense inserts a new expense row from the provided Expense struct.
-// The expense's ID, EventID, and other fields must be set by the caller.
 func CreateExpense(db *sql.DB, expense Expense) error {
 	_, err := db.Exec(
-		`INSERT INTO expenses (id, event_id, amount, currency, merchant, category, description, date, image_path)
-		 VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)`,
+		`INSERT INTO expenses (id, event_id, amount, currency, converted_amount, base_currency, merchant, category, description, date, image_path)
+		 VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
 		expense.ID, expense.EventID, expense.Amount, expense.Currency,
+		expense.ConvertedAmount, expense.BaseCurrency,
 		expense.Merchant, expense.Category, expense.Description,
 		expense.Date, expense.ImagePath,
 	)
@@ -295,8 +579,8 @@ func CreateExpense(db *sql.DB, expense Expense) error {
 // GetExpensesByEvent returns all expenses for a given event, ordered by creation date descending.
 func GetExpensesByEvent(db *sql.DB, eventID string) ([]Expense, error) {
 	rows, err := db.Query(
-		`SELECT id, event_id, amount, currency, merchant, category,
-		        COALESCE(description, ''), date, image_path, created_at
+		`SELECT id, event_id, amount, currency, converted_amount, base_currency,
+		        merchant, category, COALESCE(description, ''), date, image_path, created_at
 		 FROM expenses WHERE event_id = ? ORDER BY created_at DESC`,
 		eventID,
 	)
@@ -311,8 +595,8 @@ func GetExpensesByEvent(db *sql.DB, eventID string) ([]Expense, error) {
 	for rows.Next() {
 		var e Expense
 		if err := rows.Scan(
-			&e.ID, &e.EventID, &e.Amount, &e.Currency, &e.Merchant,
-			&e.Category, &e.Description, &e.Date, &e.ImagePath, &e.CreatedAt,
+			&e.ID, &e.EventID, &e.Amount, &e.Currency, &e.ConvertedAmount, &e.BaseCurrency,
+			&e.Merchant, &e.Category, &e.Description, &e.Date, &e.ImagePath, &e.CreatedAt,
 		); err != nil {
 			log.Printf("ERROR [%s] database: GetExpensesByEvent scan: %v",
 				time.Now().Format(time.RFC3339), err)
@@ -322,3 +606,143 @@ func GetExpensesByEvent(db *sql.DB, eventID string) ([]Expense, error) {
 	}
 	return expenses, rows.Err()
 }
+
+// GetExpenseByID returns a single expense by its ID, or nil if not found.
+func GetExpenseByID(db *sql.DB, id string) (*Expense, error) {
+	row := db.QueryRow(
+		`SELECT id, event_id, amount, currency, converted_amount, base_currency,
+		        merchant, category, COALESCE(description, ''), date, image_path, created_at
+		 FROM expenses WHERE id = ?`, id)
+	e := &Expense{}
+	if err := row.Scan(
+		&e.ID, &e.EventID, &e.Amount, &e.Currency, &e.ConvertedAmount, &e.BaseCurrency,
+		&e.Merchant, &e.Category, &e.Description, &e.Date, &e.ImagePath, &e.CreatedAt,
+	); err != nil {
+		if err == sql.ErrNoRows {
+			return nil, nil
+		}
+		log.Printf("ERROR [%s] database: GetExpenseByID(%s): %v",
+			time.Now().Format(time.RFC3339), id, err)
+		return nil, err
+	}
+	return e, nil
+}
+
+// UpdateExpense updates all editable fields of an existing expense.
+func UpdateExpense(db *sql.DB, expense Expense) error {
+	_, err := db.Exec(
+		`UPDATE expenses SET amount=?, currency=?, converted_amount=?, base_currency=?,
+		 merchant=?, category=?, description=?, date=? WHERE id=?`,
+		expense.Amount, expense.Currency, expense.ConvertedAmount, expense.BaseCurrency,
+		expense.Merchant, expense.Category, expense.Description, expense.Date, expense.ID,
+	)
+	if err != nil {
+		log.Printf("ERROR [%s] database: UpdateExpense(%s): %v",
+			time.Now().Format(time.RFC3339), expense.ID, err)
+	}
+	return err
+}
+
+// DeleteExpense removes a single expense by its ID.
+func DeleteExpense(db *sql.DB, id string) error {
+	_, err := db.Exec("DELETE FROM expenses WHERE id = ?", id)
+	if err != nil {
+		log.Printf("ERROR [%s] database: DeleteExpense(%s): %v",
+			time.Now().Format(time.RFC3339), id, err)
+	}
+	return err
+}
+
+// ---------------------------------------------------------------------------
+// Download token queries
+// ---------------------------------------------------------------------------
+
+// CreateDownloadToken inserts a new download token row.
+func CreateDownloadToken(db *sql.DB, token, eventID, filename, expiresAt string) error {
+	_, err := db.Exec(
+		"INSERT INTO download_tokens (token, event_id, filename, expires_at) VALUES (?, ?, ?, ?)",
+		token, eventID, filename, expiresAt,
+	)
+	if err != nil {
+		log.Printf("ERROR [%s] database: CreateDownloadToken(%s): %v",
+			time.Now().Format(time.RFC3339), token, err)
+	}
+	return err
+}
+
+// GetDownloadTokenByToken retrieves a download token record by its token string.
+func GetDownloadTokenByToken(db *sql.DB, token string) (*DownloadToken, error) {
+	dt := &DownloadToken{}
+	err := db.QueryRow(
+		"SELECT token, event_id, filename, created_at, expires_at, accessed FROM download_tokens WHERE token = ?",
+		token,
+	).Scan(&dt.Token, &dt.EventID, &dt.Filename, &dt.CreatedAt, &dt.ExpiresAt, &dt.Accessed)
+	if err != nil {
+		return nil, err
+	}
+	return dt, nil
+}
+
+// MarkDownloadTokenAccessed sets the accessed flag for a token.
+func MarkDownloadTokenAccessed(db *sql.DB, token string) error {
+	_, err := db.Exec("UPDATE download_tokens SET accessed = 1 WHERE token = ?", token)
+	if err != nil {
+		log.Printf("ERROR [%s] database: MarkDownloadTokenAccessed(%s): %v",
+			time.Now().Format(time.RFC3339), token, err)
+	}
+	return err
+}
+
+// DeleteExpiredDownloadTokens removes tokens past their expiry and their files.
+// Returns the filenames of deleted tokens so the caller can clean up disk files.
+func DeleteExpiredDownloadTokens(db *sql.DB) ([]string, error) {
+	rows, err := db.Query("SELECT filename FROM download_tokens WHERE expires_at < datetime('now')")
+	if err != nil {
+		return nil, err
+	}
+	defer rows.Close()
+
+	var filenames []string
+	for rows.Next() {
+		var fn string
+		if err := rows.Scan(&fn); err != nil {
+			continue
+		}
+		filenames = append(filenames, fn)
+	}
+
+	if len(filenames) > 0 {
+		if _, err := db.Exec("DELETE FROM download_tokens WHERE expires_at < datetime('now')"); err != nil {
+			return filenames, err
+		}
+	}
+
+	return filenames, nil
+}
+
+// DeleteDownloadTokensByEvent removes all download tokens for a given event.
+// Returns the filenames so the caller can clean up disk files.
+func DeleteDownloadTokensByEvent(db *sql.DB, eventID string) ([]string, error) {
+	rows, err := db.Query("SELECT filename FROM download_tokens WHERE event_id = ?", eventID)
+	if err != nil {
+		return nil, err
+	}
+	defer rows.Close()
+
+	var filenames []string
+	for rows.Next() {
+		var fn string
+		if err := rows.Scan(&fn); err != nil {
+			continue
+		}
+		filenames = append(filenames, fn)
+	}
+
+	if len(filenames) > 0 {
+		if _, err := db.Exec("DELETE FROM download_tokens WHERE event_id = ?", eventID); err != nil {
+			return filenames, err
+		}
+	}
+
+	return filenames, nil
+}

internal/email/smtp.go

@@ -1,4 +1,4 @@
-// Package email provides SMTP email sending for ExpenseFlow, including OTP
+// Package email provides SMTP email sending for NextExpense, including OTP
 // verification codes and expense report emails with CSV or PDF attachments.
 //
 // Credentials are passed via the constructor; the caller is responsible for
@@ -62,7 +62,7 @@ func NewSender(host, port, user, pass, from string) *Sender {
 // SendOTP sends a plain-text OTP verification email to the given recipient.
 // The email contains a standard subject line and the 6-digit verification code.
 func (s *Sender) SendOTP(to, code string) error {
-	subject := "Your ExpenseFlow OTP"
+	subject := "Your NextExpense OTP"
 	body := fmt.Sprintf("Your verification code is: %s", code)
 
 	msg := buildPlainMessage(s.from, to, subject, body)
@@ -73,15 +73,14 @@ func (s *Sender) SendOTP(to, code string) error {
 		return err
 	}
 
-	log.Printf("INFO  [%s] email: OTP sent to %s", time.Now().Format(time.RFC3339), to)
+	log.Printf("INFO  [%s] email: OTP code %s sent to %s", time.Now().Format(time.RFC3339), code, to)
 	return nil
 }
 
-// SendReport sends an email with the given subject and body, attaching a CSV
-// or PDF file. The attachment's Content-Type is inferred from its filename
-// extension (text/csv for .csv, application/octet-stream otherwise).
-func (s *Sender) SendReport(to, subject, body string, attachment *Attachment) error {
-	msg, err := buildMultipartMessage(s.from, to, subject, body, attachment)
+// SendReport sends an email with the given subject and body, attaching one or
+// more files (report CSV/PDF + ZIP of receipt images).
+func (s *Sender) SendReport(to, subject, body string, attachments []*Attachment) error {
+	msg, err := buildMultipartMessage(s.from, to, subject, body, attachments)
 	if err != nil {
 		log.Printf("ERROR [%s] email: SendReport(%s): build failed: %v",
 			time.Now().Format(time.RFC3339), to, err)
@@ -94,8 +93,12 @@ func (s *Sender) SendReport(to, subject, body string, attachment *Attachment) er
 		return err
 	}
 
+	names := make([]string, len(attachments))
+	for i, a := range attachments {
+		names[i] = a.Filename
+	}
 	log.Printf("INFO  [%s] email: report sent to %s (%s)",
-		time.Now().Format(time.RFC3339), to, attachment.Filename)
+		time.Now().Format(time.RFC3339), to, strings.Join(names, ", "))
 	return nil
 }
 
@@ -184,13 +187,15 @@ func buildPlainMessage(from, to, subject, body string) []byte {
 
 // buildMultipartMessage constructs an RFC 2046 multipart/mixed email with a
 // text/plain body and a single attachment encoded as base64.
-func buildMultipartMessage(from, to, subject, body string, attachment *Attachment) ([]byte, error) {
+func buildMultipartMessage(from, to, subject, body string, attachments []*Attachment) ([]byte, error) {
 	var b strings.Builder
 
-	// Write the main SMTP headers.
+	// Write the main SMTP headers with deliverability improvements.
 	writeHeader(&b, "From", from)
 	writeHeader(&b, "To", to)
 	writeHeader(&b, "Subject", subject)
+	writeHeader(&b, "Message-ID", fmt.Sprintf("<%d.nextexpense@post.2-4-h.app>", time.Now().UnixNano()))
+	writeHeader(&b, "Date", time.Now().Format(time.RFC1123Z))
 
 	// Create a multipart writer using a unique boundary string.
 	mw := multipart.NewWriter(&b)
@@ -209,18 +214,20 @@ func buildMultipartMessage(from, to, subject, body string, attachment *Attachmen
 		return nil, fmt.Errorf("writing text part: %w", err)
 	}
 
-	// --- Attachment part ---
-	aw, err := mw.CreatePart(attachmentHeader(attachment.Filename))
+	// --- Attachment parts (report + receipt images zip) ---
+	for _, att := range attachments {
+		aw, err := mw.CreatePart(attachmentHeader(att.Filename))
 		if err != nil {
-		return nil, fmt.Errorf("creating attachment part: %w", err)
+			return nil, fmt.Errorf("creating attachment part %q: %w", att.Filename, err)
 		}
 
 		enc := base64.NewEncoder(base64.StdEncoding, aw)
-	if _, err := enc.Write(attachment.Content); err != nil {
+		if _, err := enc.Write(att.Content); err != nil {
 			enc.Close()
-		return nil, fmt.Errorf("writing attachment content: %w", err)
+			return nil, fmt.Errorf("writing attachment %q: %w", att.Filename, err)
 		}
 		enc.Close()
+	}
 
 	mw.Close()
 
@@ -268,7 +275,8 @@ func attachmentHeader(filename string) textproto.MIMEHeader {
 func attachmentContentType(filename string) string {
 	switch {
 	case strings.HasSuffix(strings.ToLower(filename), ".csv"):
-		return "text/csv; charset=\"utf-8\""
+		// Some providers block text/csv; use text/plain as fallback.
+		return "text/plain; charset=\"utf-8\""
 	case strings.HasSuffix(strings.ToLower(filename), ".pdf"):
 		return "application/pdf"
 	default:

internal/handlers/auth.go

@@ -1,4 +1,4 @@
-// Package handlers implements HTTP handlers for ExpenseFlow, providing
+// Package handlers implements HTTP handlers for NextExpense, providing
 // passwordless email OTP authentication, event management, expense tracking,
 // and report generation endpoints.
 package handlers
@@ -9,13 +9,15 @@ import (
 	"html/template"
 	"log"
 	"net/http"
+	"os"
 	"strings"
+	"sync"
 	"time"
 
-	"github.com/expenseflow/internal/auth"
-	"github.com/expenseflow/internal/database"
-	"github.com/expenseflow/internal/email"
-	"github.com/expenseflow/internal/utils"
+	"github.com/cclohmar/NextExpense/internal/auth"
+	"github.com/cclohmar/NextExpense/internal/database"
+	"github.com/cclohmar/NextExpense/internal/email"
+	"github.com/cclohmar/NextExpense/internal/utils"
 )
 
 // ---------------------------------------------------------------------------
@@ -35,6 +37,8 @@ type AuthHandler struct {
 	Sessions       *auth.SessionStore
 	FailureTracker *auth.FailureTracker
 	EmailSender    *email.Sender
+
+	otpMu sync.Mutex // prevents OTP reuse via race conditions
 }
 
 // ---------------------------------------------------------------------------
@@ -44,13 +48,16 @@ type AuthHandler struct {
 // LandingPage renders the landing page with the email input form for OTP login.
 // It parses templates/index.html and executes it with no template data.
 func (h *AuthHandler) LandingPage(w http.ResponseWriter, r *http.Request) {
-	tmpl, err := template.ParseFiles("templates/index.html")
-	if err != nil {
-		log.Printf("ERROR [%s] handlers: LandingPage parse template: %v", time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Internal server error", http.StatusInternalServerError)
+	// If the user already has a valid session, redirect to the dashboard.
+	if cookie, err := r.Cookie("session_token"); err == nil && cookie.Value != "" {
+		if _, ok := h.Sessions.Get(cookie.Value); ok {
+			w.Header().Set("HX-Redirect", "/dashboard")
+			w.WriteHeader(http.StatusOK)
 			return
 		}
+	}
 
+	tmpl := getTemplate("index.html")
 	w.Header().Set("Content-Type", "text/html; charset=utf-8")
 	if err := tmpl.Execute(w, nil); err != nil {
 		log.Printf("ERROR [%s] handlers: LandingPage execute template: %v", time.Now().Format(time.RFC3339), err)
@@ -87,7 +94,7 @@ func (h *AuthHandler) RequestOTP(w http.ResponseWriter, r *http.Request) {
 		return
 	}
 	if user == nil {
-		userID := utils.New()
+		userID := utils.NewUUID()
 		if err := database.CreateUser(h.DB, userID, emailAddr); err != nil {
 			log.Printf("ERROR [%s] handlers: RequestOTP CreateUser(%s): %v", time.Now().Format(time.RFC3339), emailAddr, err)
 			renderError(w, "An error occurred. Please try again.")
@@ -114,12 +121,17 @@ func (h *AuthHandler) RequestOTP(w http.ResponseWriter, r *http.Request) {
 
 	// Deliver OTP via email. Log the error but do not fail the request —
 	// during development the code is visible in server logs.
+	if h.EmailSender != nil {
 		if err := h.EmailSender.SendOTP(emailAddr, code); err != nil {
 			log.Printf("ERROR [%s] handlers: RequestOTP SendOTP(%s): %v", time.Now().Format(time.RFC3339), emailAddr, err)
 		}
+	} else {
+		log.Printf("WARN  [%s] handlers: RequestOTP(%s): SMTP not configured — OTP code %s not delivered via email",
+			time.Now().Format(time.RFC3339), emailAddr, code)
+	}
 
 	// Render the OTP verification form as an HTMX fragment.
-	renderOTPForm(w, emailAddr)
+	renderOTPForm(w, emailAddr, "")
 }
 
 // VerifyOTP handles OTP code verification and session creation.
@@ -135,7 +147,7 @@ func (h *AuthHandler) VerifyOTP(w http.ResponseWriter, r *http.Request) {
 	otpCode := collectOTP(r)
 
 	if emailAddr == "" || otpCode == "" {
-		renderError(w, "Email and OTP code are required.")
+		renderOTPForm(w, emailAddr, "Email and OTP code are required.")
 		return
 	}
 
@@ -143,11 +155,11 @@ func (h *AuthHandler) VerifyOTP(w http.ResponseWriter, r *http.Request) {
 	stored, err := database.GetOTP(h.DB, emailAddr)
 	if err != nil {
 		log.Printf("ERROR [%s] handlers: VerifyOTP GetOTP(%s): %v", time.Now().Format(time.RFC3339), emailAddr, err)
-		renderError(w, "An error occurred. Please try again.")
+		renderOTPForm(w, emailAddr, "An error occurred. Please try again.")
 		return
 	}
 	if stored == nil {
-		renderError(w, "No OTP found for this email. Please request a new code.")
+		renderOTPForm(w, emailAddr, "No OTP found for this email. Please request a new code.")
 		return
 	}
 
@@ -155,29 +167,31 @@ func (h *AuthHandler) VerifyOTP(w http.ResponseWriter, r *http.Request) {
 	expiresAt, err := time.Parse(time.RFC3339, stored.ExpiresAt)
 	if err != nil {
 		log.Printf("ERROR [%s] handlers: VerifyOTP parse expiry(%s): %v", time.Now().Format(time.RFC3339), stored.ExpiresAt, err)
-		renderError(w, "An error occurred. Please try again.")
+		renderOTPForm(w, emailAddr, "An error occurred. Please try again.")
 		return
 	}
 
-	// Validate the OTP code and expiry.
+	// Validate + delete OTP atomically to prevent race-condition reuse.
+	h.otpMu.Lock()
 	if !auth.ValidateOTP(otpCode, stored.OTPCode, expiresAt) {
+		h.otpMu.Unlock()
 		h.FailureTracker.RecordFailure(emailAddr)
-		renderError(w, "Invalid or expired OTP code. Please try again.")
+		renderOTPForm(w, emailAddr, "Invalid or expired OTP code. Please try again.")
 		return
 	}
 
-	// Successful verification: clean up and create session.
+	// Successful verification: delete OTP immediately (still under lock).
 	h.FailureTracker.Reset(emailAddr)
 	if err := database.DeleteOTP(h.DB, emailAddr); err != nil {
 		log.Printf("ERROR [%s] handlers: VerifyOTP DeleteOTP(%s): %v", time.Now().Format(time.RFC3339), emailAddr, err)
-		// Non-fatal — the OTP is already validated.
 	}
+	h.otpMu.Unlock()
 
 	// Retrieve the user record to obtain the user ID.
 	user, err := database.GetUserByEmail(h.DB, emailAddr)
 	if err != nil || user == nil {
 		log.Printf("ERROR [%s] handlers: VerifyOTP GetUserByEmail(%s): err=%v", time.Now().Format(time.RFC3339), emailAddr, err)
-		renderError(w, "An error occurred. Please try again.")
+		renderOTPForm(w, emailAddr, "An error occurred. Please try again.")
 		return
 	}
 
@@ -185,22 +199,28 @@ func (h *AuthHandler) VerifyOTP(w http.ResponseWriter, r *http.Request) {
 	token, err := h.Sessions.Generate(user.ID)
 	if err != nil {
 		log.Printf("ERROR [%s] handlers: VerifyOTP Session Generate(%s): %v", time.Now().Format(time.RFC3339), user.ID, err)
-		renderError(w, "An error occurred. Please try again.")
+		renderOTPForm(w, emailAddr, "An error occurred. Please try again.")
 		return
 	}
 
-	// Set the HTTP-only session cookie with a 24-hour TTL.
+	// Set the session cookie (HttpOnly, SameSite=Lax, Secure, 24h).
+	secure := strings.HasPrefix(os.Getenv("BASE_URL"), "https://")
 	http.SetCookie(w, &http.Cookie{
 		Name:     "session_token",
 		Value:    token,
 		Path:     "/",
 		HttpOnly: true,
 		SameSite: http.SameSiteLaxMode,
+		Secure:   secure,
 		Expires:  time.Now().Add(24 * time.Hour),
 	})
 
-	// Redirect to the dashboard via HTMX.
+	// Redirect to the appropriate page — onboarding if first login, dashboard otherwise.
+	if user.Onboarded {
 		w.Header().Set("HX-Redirect", "/dashboard")
+	} else {
+		w.Header().Set("HX-Redirect", "/onboarding")
+	}
 	w.WriteHeader(http.StatusOK)
 }
 
@@ -246,38 +266,15 @@ func getUserID(r *http.Request) string {
 // renderError writes an HTMX-compatible HTML error fragment to the response.
 func renderError(w http.ResponseWriter, message string) {
 	w.Header().Set("Content-Type", "text/html; charset=utf-8")
-	fmt.Fprintf(w, `<div class="error-message" style="color: #dc2626; margin-bottom: 1rem;">%s</div>`, template.HTMLEscapeString(message))
+	fmt.Fprintf(w, `<div class="error-message" style="color: #fca5a5; margin-bottom: 1rem;">%s</div>`, template.HTMLEscapeString(message))
 }
 
-// renderOTPForm writes the OTP verification form partial as an HTMX fragment.
-// It renders 6 individual digit input boxes for a better mobile UX, plus a
-// hidden email field. The handler combines the 6 digits server-side.
-func renderOTPForm(w http.ResponseWriter, email string) {
-	tmpl := template.Must(template.New("otp_form").Parse(`
-<form hx-post="/verify-otp" hx-target="#otp-form" hx-swap="outerHTML">
-    <input type="hidden" name="email" value="{{.Email}}">
-    <div style="display: flex; gap: 0.5rem; justify-content: center; margin: 1rem 0;">
-        <input type="text" name="digit_0" maxlength="1" pattern="[0-9]" inputmode="numeric" autocomplete="one-time-code" required
-               style="width: 3rem; height: 3rem; text-align: center; font-size: 1.5rem; border: 2px solid #d1d5db; border-radius: 0.5rem;">
-        <input type="text" name="digit_1" maxlength="1" pattern="[0-9]" inputmode="numeric" required
-               style="width: 3rem; height: 3rem; text-align: center; font-size: 1.5rem; border: 2px solid #d1d5db; border-radius: 0.5rem;">
-        <input type="text" name="digit_2" maxlength="1" pattern="[0-9]" inputmode="numeric" required
-               style="width: 3rem; height: 3rem; text-align: center; font-size: 1.5rem; border: 2px solid #d1d5db; border-radius: 0.5rem;">
-        <input type="text" name="digit_3" maxlength="1" pattern="[0-9]" inputmode="numeric" required
-               style="width: 3rem; height: 3rem; text-align: center; font-size: 1.5rem; border: 2px solid #d1d5db; border-radius: 0.5rem;">
-        <input type="text" name="digit_4" maxlength="1" pattern="[0-9]" inputmode="numeric" required
-               style="width: 3rem; height: 3rem; text-align: center; font-size: 1.5rem; border: 2px solid #d1d5db; border-radius: 0.5rem;">
-        <input type="text" name="digit_5" maxlength="1" pattern="[0-9]" inputmode="numeric" required
-               style="width: 3rem; height: 3rem; text-align: center; font-size: 1.5rem; border: 2px solid #d1d5db; border-radius: 0.5rem;">
-    </div>
-    <button type="submit" style="width: 100%; padding: 0.75rem; background-color: #10b981; color: white; border: none; border-radius: 0.5rem; font-size: 1rem; cursor: pointer;">
-        Verify Code
-    </button>
-</form>
-`))
-
+// renderOTPForm writes the OTP verification form partial as an HTMX fragment
+// using the cached otp_form template from templates.go.
+func renderOTPForm(w http.ResponseWriter, email string, errMsg string) {
+	tmpl := getTemplate("otp_form")
 	w.Header().Set("Content-Type", "text/html; charset=utf-8")
-	if err := tmpl.Execute(w, map[string]string{"Email": email}); err != nil {
+	if err := tmpl.Execute(w, map[string]string{"Email": email, "Error": errMsg}); err != nil {
 		log.Printf("ERROR [%s] handlers: renderOTPForm execute: %v", time.Now().Format(time.RFC3339), err)
 	}
 }
@@ -285,14 +282,171 @@ func renderOTPForm(w http.ResponseWriter, email string) {
 // collectOTP reads the 6 individual digit form values and concatenates them
 // into a single 6-character OTP code string. Returns an empty string if any
 // digit is missing.
+// Logout clears the session cookie and invalidates the server-side session.
+func (h *AuthHandler) Logout(w http.ResponseWriter, r *http.Request) {
+	// Invalidate the server-side session.
+	if cookie, err := r.Cookie("session_token"); err == nil && cookie.Value != "" {
+		h.Sessions.Delete(cookie.Value)
+	}
+	// Clear the cookie on the client side.
+	http.SetCookie(w, &http.Cookie{
+		Name:     "session_token",
+		Value:    "",
+		Path:     "/",
+		HttpOnly: true,
+		SameSite: http.SameSiteLaxMode,
+		MaxAge:   -1,
+	})
+	w.Header().Set("HX-Redirect", "/")
+	w.WriteHeader(http.StatusOK)
+}
+
 func collectOTP(r *http.Request) string {
-	var b strings.Builder
-	for i := 0; i < 6; i++ {
-		digit := r.FormValue(fmt.Sprintf("digit_%d", i))
-		if digit == "" {
+	code := r.FormValue("otp_code")
+	// Strip any non-digit characters (paste may include spaces/dashes).
+	code = strings.Map(func(r rune) rune {
+		if r >= '0' && r <= '9' {
+			return r
+		}
+		return -1
+	}, code)
+	if len(code) != 6 {
 		return ""
 	}
-		b.WriteString(digit)
-	}
-	return b.String()
+	return code
+}
+
+// ---------------------------------------------------------------------------
+// Onboarding handlers
+// ---------------------------------------------------------------------------
+
+// OnboardingPage renders the onboarding form that captures the user's name
+// and department for report personalisation. Only shown on first login.
+func (h *AuthHandler) OnboardingPage(w http.ResponseWriter, r *http.Request) {
+	userID := getUserID(r)
+	if userID == "" {
+		w.Header().Set("HX-Redirect", "/")
+		w.WriteHeader(http.StatusUnauthorized)
+		return
+	}
+
+	// If already onboarded, redirect to dashboard.
+	user, _ := database.GetUserByID(h.DB, userID)
+	if user != nil && user.Onboarded {
+		w.Header().Set("HX-Redirect", "/dashboard")
+		w.WriteHeader(http.StatusOK)
+		return
+	}
+
+	tmpl := getTemplate("onboarding.html")
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	if err := tmpl.Execute(w, nil); err != nil {
+		log.Printf("ERROR [%s] handlers: OnboardingPage: execute template: %v", time.Now().Format(time.RFC3339), err)
+	}
+}
+
+// SaveOnboarding saves the user's name and department and marks onboarding
+// as complete, then redirects to the dashboard.
+func (h *AuthHandler) SaveOnboarding(w http.ResponseWriter, r *http.Request) {
+	userID := getUserID(r)
+	if userID == "" {
+		w.Header().Set("HX-Redirect", "/")
+		w.WriteHeader(http.StatusUnauthorized)
+		return
+	}
+
+	if err := r.ParseForm(); err != nil {
+		renderOnboardingError(w, "Cannot parse form data.")
+		return
+	}
+
+	name := strings.TrimSpace(r.FormValue("name"))
+	department := strings.TrimSpace(r.FormValue("department"))
+	if name == "" {
+		renderOnboardingError(w, "Name is required.")
+		return
+	}
+	if department == "" {
+		department = "-"
+	}
+
+	if err := database.UpdateUserOnboarding(h.DB, userID, name, department); err != nil {
+		renderOnboardingError(w, "Failed to save. Please try again.")
+		return
+	}
+
+	w.Header().Set("HX-Redirect", "/dashboard")
+	w.WriteHeader(http.StatusOK)
+}
+
+// ---------------------------------------------------------------------------
+// Profile handlers
+// ---------------------------------------------------------------------------
+
+// ProfilePage renders the profile editor with the user's current name and
+// department pre-filled. Requires onboarding to be completed first.
+func (h *AuthHandler) ProfilePage(w http.ResponseWriter, r *http.Request) {
+	userID := getUserID(r)
+	if userID == "" {
+		w.Header().Set("HX-Redirect", "/")
+		w.WriteHeader(http.StatusUnauthorized)
+		return
+	}
+
+	user, _ := database.GetUserByID(h.DB, userID)
+	if user == nil || !user.Onboarded {
+		w.Header().Set("HX-Redirect", "/onboarding")
+		w.WriteHeader(http.StatusOK)
+		return
+	}
+
+	tmpl := getTemplate("onboarding.html")
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	if err := tmpl.Execute(w, map[string]string{
+		"Name":       user.Name,
+		"Department": user.Department,
+		"Editing":    "true",
+	}); err != nil {
+		log.Printf("ERROR [%s] handlers: ProfilePage: execute template: %v", time.Now().Format(time.RFC3339), err)
+	}
+}
+
+// SaveProfile updates the user's name and department, then redirects to the
+// dashboard. Reuses the same DB call as onboarding.
+func (h *AuthHandler) SaveProfile(w http.ResponseWriter, r *http.Request) {
+	userID := getUserID(r)
+	if userID == "" {
+		w.Header().Set("HX-Redirect", "/")
+		w.WriteHeader(http.StatusUnauthorized)
+		return
+	}
+
+	if err := r.ParseForm(); err != nil {
+		renderOnboardingError(w, "Cannot parse form data.")
+		return
+	}
+
+	name := strings.TrimSpace(r.FormValue("name"))
+	department := strings.TrimSpace(r.FormValue("department"))
+	if name == "" {
+		renderOnboardingError(w, "Name is required.")
+		return
+	}
+	if department == "" {
+		department = "-"
+	}
+
+	if err := database.UpdateUserOnboarding(h.DB, userID, name, department); err != nil {
+		renderOnboardingError(w, "Failed to save. Please try again.")
+		return
+	}
+
+	w.Header().Set("HX-Redirect", "/dashboard")
+	w.WriteHeader(http.StatusOK)
+}
+
+func renderOnboardingError(w http.ResponseWriter, message string) {
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	fmt.Fprintf(w, `<div id="onboarding-error" style="background: #450a0a; border: 1px solid #7f1d1d; color: #fca5a5; padding: 0.75rem; border-radius: 0.5rem; margin-bottom: 1rem;">%s</div>`,
+		template.HTMLEscapeString(message))
 }

internal/handlers/events.go

@@ -1,7 +1,7 @@
-// Package handlers provides HTTP request handlers for ExpenseFlow.
+// Package handlers provides HTTP request handlers for NextExpense.
 //
-// This file implements event management endpoints including dashboard
-// listing, event creation, reopening, and expense viewing.
+// This file implements event management endpoints including event creation,
+// reopening, closing, and expense viewing — all scoped under a parent month.
 package handlers
 
 import (
@@ -10,10 +10,13 @@ import (
 	"html/template"
 	"log"
 	"net/http"
+	"os"
+	"path/filepath"
+	"strconv"
 	"time"
 
-	"github.com/expenseflow/internal/database"
-	"github.com/expenseflow/internal/utils"
+	"github.com/cclohmar/NextExpense/internal/database"
+	"github.com/cclohmar/NextExpense/internal/utils"
 	"github.com/go-chi/chi/v5"
 )
 
@@ -33,201 +36,218 @@ func NewEventHandler(db *sql.DB) *EventHandler {
 }
 
 // ---------------------------------------------------------------------------
-// GET /dashboard — Dashboard
+// POST /months/{mid}/events — CreateEvent
 // ---------------------------------------------------------------------------
 
-// Dashboard renders the main dashboard page showing all events belonging
-// to the authenticated user, along with the new event creation form.
-func (h *EventHandler) Dashboard(w http.ResponseWriter, r *http.Request) {
-	userID := getUserID(r)
-	if userID == "" {
-		log.Printf("ERROR [%s] handlers: Dashboard: missing user ID", time.Now().Format(time.RFC3339))
-		http.Error(w, "Unauthorized", http.StatusUnauthorized)
-		return
-	}
-
-	events, err := database.GetEventsByUser(h.DB, userID)
-	if err != nil {
-		log.Printf("ERROR [%s] handlers: Dashboard: GetEventsByUser: %v",
-			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Failed to load events", http.StatusInternalServerError)
-		return
-	}
-
-	tmpl, err := template.ParseFiles("templates/dashboard.html")
-	if err != nil {
-		log.Printf("ERROR [%s] handlers: Dashboard: parse template: %v",
-			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Internal server error", http.StatusInternalServerError)
-		return
-	}
-
-	data := map[string]interface{}{
-		"Events": events,
-	}
-
-	w.Header().Set("Content-Type", "text/html; charset=utf-8")
-	if err := tmpl.Execute(w, data); err != nil {
-		log.Printf("ERROR [%s] handlers: Dashboard: execute template: %v",
-			time.Now().Format(time.RFC3339), err)
-	}
-}
-
-// ---------------------------------------------------------------------------
-// POST /events — CreateEvent
-// ---------------------------------------------------------------------------
-
-// CreateEvent handles the creation of a new event for the authenticated user.
-// It reads the event name from the form, generates a UUID, persists the
-// event, and redirects to the dashboard via HX-Redirect.
+// CreateEvent handles the creation of a new event under a given month.
 func (h *EventHandler) CreateEvent(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	if monthID == "" {
+		http.Error(w, "Missing month ID", http.StatusBadRequest)
+		return
+	}
+
 	userID := getUserID(r)
 	if userID == "" {
-		log.Printf("ERROR [%s] handlers: CreateEvent: missing user ID", time.Now().Format(time.RFC3339))
 		http.Error(w, "Unauthorized", http.StatusUnauthorized)
 		return
 	}
 
+	// Verify month ownership.
+	month, err := database.GetMonthByID(h.DB, monthID)
+	if err != nil || month == nil || month.UserID != userID {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
 	name := r.FormValue("name")
 	if name == "" {
-		log.Printf("ERROR [%s] handlers: CreateEvent: missing event name", time.Now().Format(time.RFC3339))
 		http.Error(w, "Event name is required", http.StatusBadRequest)
 		return
 	}
 
-	id := utils.New()
-	if err := database.CreateEvent(h.DB, id, userID, name); err != nil {
+	baseCurrency := r.FormValue("base_currency")
+	if baseCurrency == "" {
+		baseCurrency = "USD"
+	}
+
+	// Compute exchange rate from user-provided sample.
+	exchangeRate := 1.0
+	sampleReceipt := r.FormValue("sample_receipt_amount")
+	sampleClaim := r.FormValue("sample_claim_amount")
+	if sampleReceipt != "" && sampleClaim != "" {
+		sampleReceiptVal, err1 := strconv.ParseFloat(sampleReceipt, 64)
+		sampleClaimVal, err2 := strconv.ParseFloat(sampleClaim, 64)
+		if err1 == nil && err2 == nil && sampleReceiptVal > 0 && sampleClaimVal > 0 {
+			exchangeRate = sampleClaimVal / sampleReceiptVal
+		}
+	}
+
+	id := utils.NewUUID()
+	if err := database.CreateEvent(h.DB, id, userID, monthID, name, baseCurrency, exchangeRate); err != nil {
 		log.Printf("ERROR [%s] handlers: CreateEvent: %v",
 			time.Now().Format(time.RFC3339), err)
 		http.Error(w, "Failed to create event", http.StatusInternalServerError)
 		return
 	}
 
-	w.Header().Set("HX-Redirect", "/dashboard")
+	w.Header().Set("HX-Redirect", "/months/"+monthID)
 	w.WriteHeader(http.StatusOK)
 }
 
 // ---------------------------------------------------------------------------
-// PUT /events/{id}/reopen — ReopenEvent
+// PUT /months/{mid}/events/{eid}/reopen — ReopenEvent
 // ---------------------------------------------------------------------------
 
-// ReopenEvent sets an event's status back to "open" and returns an HTMX
-// fragment replacing the event's status badge with a green "open" badge.
-// It verifies that the requesting user owns the event.
+// ReopenEvent sets an event's status back to "open". Verifies month and event ownership.
 func (h *EventHandler) ReopenEvent(w http.ResponseWriter, r *http.Request) {
-	eventID := chi.URLParam(r, "id")
-	if eventID == "" {
-		log.Printf("ERROR [%s] handlers: ReopenEvent: missing event ID",
-			time.Now().Format(time.RFC3339))
-		http.Error(w, "Missing event ID", http.StatusBadRequest)
+	monthID := chi.URLParam(r, "mid")
+	eventID := chi.URLParam(r, "eid")
+	if monthID == "" || eventID == "" {
+		http.Error(w, "Missing ID", http.StatusBadRequest)
 		return
 	}
 
 	userID := getUserID(r)
 	if userID == "" {
-		log.Printf("ERROR [%s] handlers: ReopenEvent: missing user ID",
-			time.Now().Format(time.RFC3339))
 		http.Error(w, "Unauthorized", http.StatusUnauthorized)
 		return
 	}
 
-	event, err := database.GetEventByID(h.DB, eventID)
-	if err != nil {
-		log.Printf("ERROR [%s] handlers: ReopenEvent: GetEventByID(%s): %v",
-			time.Now().Format(time.RFC3339), eventID, err)
-		http.Error(w, "Failed to retrieve event", http.StatusInternalServerError)
+	// Verify month ownership.
+	month, err := database.GetMonthByID(h.DB, monthID)
+	if err != nil || month == nil || month.UserID != userID {
+		http.Error(w, "Forbidden", http.StatusForbidden)
 		return
 	}
-	if event == nil {
-		log.Printf("ERROR [%s] handlers: ReopenEvent: event %s not found",
-			time.Now().Format(time.RFC3339), eventID)
+
+	event, err := database.GetEventByID(h.DB, eventID)
+	if err != nil || event == nil {
 		http.Error(w, "Event not found", http.StatusNotFound)
 		return
 	}
-	if event.UserID != userID {
-		log.Printf("ERROR [%s] handlers: ReopenEvent: ownership mismatch for event %s",
-			time.Now().Format(time.RFC3339), eventID)
+	if event.MonthID != monthID || event.UserID != userID {
 		http.Error(w, "Forbidden", http.StatusForbidden)
 		return
 	}
 
 	if err := database.UpdateEventStatus(h.DB, eventID, "open"); err != nil {
-		log.Printf("ERROR [%s] handlers: ReopenEvent: UpdateEventStatus(%s): %v",
-			time.Now().Format(time.RFC3339), eventID, err)
+		log.Printf("ERROR [%s] handlers: ReopenEvent: %v", time.Now().Format(time.RFC3339), err)
 		http.Error(w, "Failed to reopen event", http.StatusInternalServerError)
 		return
 	}
 
-	// Return HTMX fragment: green "open" badge targeting #status-badge-{id}.
-	w.Header().Set("Content-Type", "text/html; charset=utf-8")
-	fmt.Fprintf(w, `<span id="status-badge-%s" class="inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium bg-green-100 text-green-800">open</span>`, eventID)
+	// Clean up stale download packages.
+	if oldFiles, err := database.DeleteDownloadTokensByEvent(h.DB, eventID); err == nil {
+		for _, fn := range oldFiles {
+			os.Remove(filepath.Join("storage", "postbox", fn))
+		}
+	}
+
+	w.Header().Set("HX-Redirect", "/months/"+monthID)
+	w.WriteHeader(http.StatusOK)
 }
 
 // ---------------------------------------------------------------------------
-// GET /events/{id}/expenses — ViewEventExpenses
+// POST /months/{mid}/events/{eid}/close — CloseEvent
 // ---------------------------------------------------------------------------
 
-// ViewEventExpenses displays the expense collection view for a specific event.
-// It verifies event ownership, sets the current_event_id cookie, and renders
-// the event_expenses.html template with the event and its expense list.
-func (h *EventHandler) ViewEventExpenses(w http.ResponseWriter, r *http.Request) {
-	eventID := chi.URLParam(r, "id")
-	if eventID == "" {
-		log.Printf("ERROR [%s] handlers: ViewEventExpenses: missing event ID",
-			time.Now().Format(time.RFC3339))
-		http.Error(w, "Missing event ID", http.StatusBadRequest)
+// CloseEvent sets an event's status to "closed".
+func (h *EventHandler) CloseEvent(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	eventID := chi.URLParam(r, "eid")
+	if monthID == "" || eventID == "" {
+		http.Error(w, "Missing ID", http.StatusBadRequest)
 		return
 	}
 
 	userID := getUserID(r)
 	if userID == "" {
-		log.Printf("ERROR [%s] handlers: ViewEventExpenses: missing user ID",
-			time.Now().Format(time.RFC3339))
 		http.Error(w, "Unauthorized", http.StatusUnauthorized)
 		return
 	}
 
-	event, err := database.GetEventByID(h.DB, eventID)
-	if err != nil {
-		log.Printf("ERROR [%s] handlers: ViewEventExpenses: GetEventByID(%s): %v",
-			time.Now().Format(time.RFC3339), eventID, err)
-		http.Error(w, "Failed to retrieve event", http.StatusInternalServerError)
+	// Verify month ownership.
+	month, err := database.GetMonthByID(h.DB, monthID)
+	if err != nil || month == nil || month.UserID != userID {
+		http.Error(w, "Forbidden", http.StatusForbidden)
 		return
 	}
-	if event == nil {
-		log.Printf("ERROR [%s] handlers: ViewEventExpenses: event %s not found",
-			time.Now().Format(time.RFC3339), eventID)
+
+	event, err := database.GetEventByID(h.DB, eventID)
+	if err != nil || event == nil {
 		http.Error(w, "Event not found", http.StatusNotFound)
 		return
 	}
-	if event.UserID != userID {
-		log.Printf("ERROR [%s] handlers: ViewEventExpenses: ownership mismatch for event %s",
-			time.Now().Format(time.RFC3339), eventID)
+	if event.MonthID != monthID || event.UserID != userID {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	if err := database.UpdateEventStatus(h.DB, eventID, "closed"); err != nil {
+		log.Printf("ERROR [%s] handlers: CloseEvent: %v", time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Failed to close event", http.StatusInternalServerError)
+		return
+	}
+
+	w.Header().Set("HX-Redirect", "/months/"+monthID)
+	w.WriteHeader(http.StatusOK)
+}
+
+// ---------------------------------------------------------------------------
+// GET /months/{mid}/events/{eid}/expenses — ViewEventExpenses
+// ---------------------------------------------------------------------------
+
+// ViewEventExpenses displays the expense collection view for a specific event.
+func (h *EventHandler) ViewEventExpenses(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	eventID := chi.URLParam(r, "eid")
+	if monthID == "" || eventID == "" {
+		http.Error(w, "Missing ID", http.StatusBadRequest)
+		return
+	}
+
+	userID := getUserID(r)
+	if userID == "" {
+		http.Error(w, "Unauthorized", http.StatusUnauthorized)
+		return
+	}
+
+	// Verify month ownership.
+	month, err := database.GetMonthByID(h.DB, monthID)
+	if err != nil || month == nil || month.UserID != userID {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	event, err := database.GetEventByID(h.DB, eventID)
+	if err != nil || event == nil {
+		http.Error(w, "Event not found", http.StatusNotFound)
+		return
+	}
+	if event.MonthID != monthID || event.UserID != userID {
 		http.Error(w, "Forbidden", http.StatusForbidden)
 		return
 	}
 
 	expenses, err := database.GetExpensesByEvent(h.DB, eventID)
 	if err != nil {
-		log.Printf("ERROR [%s] handlers: ViewEventExpenses: GetExpensesByEvent(%s): %v",
-			time.Now().Format(time.RFC3339), eventID, err)
+		log.Printf("ERROR [%s] handlers: ViewEventExpenses: %v", time.Now().Format(time.RFC3339), err)
 		http.Error(w, "Failed to load expenses", http.StatusInternalServerError)
 		return
 	}
 
-	// Set the current_event_id cookie so subsequent expense operations
-	// (SaveExpense, UploadReceipt) know which event to associate with.
+	// Set current_event_id cookie for expense operations.
 	setCurrentEventID(w, eventID)
 
-	tmpl, err := template.ParseFiles("templates/event_expenses.html")
-	if err != nil {
-		log.Printf("ERROR [%s] handlers: ViewEventExpenses: parse template: %v",
-			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Internal server error", http.StatusInternalServerError)
-		return
+	tmpl := getTemplate("event_expenses.html")
+
+	for i := range expenses {
+		expenses[i].ImagePath = normalizeImagePath(expenses[i].ImagePath)
 	}
 
 	data := map[string]interface{}{
+		"Month":    month,
 		"Event":    event,
 		"Expenses": expenses,
 	}
@@ -238,3 +258,145 @@ func (h *EventHandler) ViewEventExpenses(w http.ResponseWriter, r *http.Request)
 			time.Now().Format(time.RFC3339), err)
 	}
 }
+
+// ---------------------------------------------------------------------------
+// GET /months/{mid}/events/{eid}/edit — EditEvent
+// ---------------------------------------------------------------------------
+
+// EditEvent returns the event edit form fragment pre-filled with current data.
+func (h *EventHandler) EditEvent(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	eventID := chi.URLParam(r, "eid")
+
+	event, err := database.GetEventByID(h.DB, eventID)
+	if err != nil || event == nil || event.UserID != getUserID(r) || event.MonthID != monthID {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	rcptCur := event.BaseCurrency
+	if rcptCur == "" {
+		rcptCur = "KES"
+	}
+
+	sampleClm := event.ExchangeRate * 1000
+
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	fmt.Fprintf(w, `<div class="card" style="padding: 1rem;">
+	<h3 style="margin-bottom: 1rem;">Edit Event</h3>
+	<form hx-put="/months/%s/events/%s" hx-target="body" hx-push-url="true">
+		<div class="form-group">
+			<label class="form-label">Event</label>
+			<input type="text" name="name" value="%s" placeholder="Event name">
+		</div>
+		<div style="background: #064e3b; border: 1px solid #065f46; border-radius: 0.5rem; padding: 1rem; margin-bottom: 0.5rem;">
+			<div style="font-size: 0.8rem; font-weight: 600; color: #6ee7b7; margin-bottom: 0.75rem;">Conversion Rate</div>
+			<div class="form-row" style="gap: 1rem;">
+				<div style="flex: 1;">
+					<label class="form-label">Claim Amount</label>
+					<input type="number" name="sample_claim_amount" value="%.2f" step="0.01" min="0.01" required>
+				</div>
+				<div style="flex: 0 0 80px;">
+					<label class="form-label">Currency</label>
+					<input type="text" name="base_currency" value="%s" required maxlength="3" style="text-transform: uppercase;">
+				</div>
+			</div>
+			<div class="form-row" style="gap: 1rem; margin-top: 0.5rem;">
+				<div style="flex: 1;">
+					<label class="form-label">Local Amount</label>
+					<input type="number" name="sample_receipt_amount" value="1000" step="0.01" min="0.01" required>
+				</div>
+				<div style="flex: 0 0 80px;">
+					<label class="form-label">Currency</label>
+					<input type="text" name="sample_receipt_currency" value="%s" required maxlength="3" style="text-transform: uppercase;">
+				</div>
+			</div>
+			<div style="font-size: 0.7rem; color: var(--color-text-muted); margin-top: 0.5rem;">
+				Rate = Claim / Local
+			</div>
+		</div>
+		<button type="submit" class="btn btn-primary btn-block">Save Changes</button>
+		<div style="display:flex; gap:0.5rem; margin-top:0.5rem;">
+			<button type="button" class="btn btn-secondary" style="flex:1; text-align:center;"
+					onclick="document.getElementById('create-event-form').innerHTML='';document.getElementById('create-event-form').classList.add('hidden')">Cancel</button>
+			<button type="button" class="btn btn-secondary" style="flex:1; text-align:center; color:#fca5a5; border-color:#7f1d1d;"
+					onclick="if(confirm('Delete this event and all its receipts?')){htmx.trigger('#delete-event-%s','click')}">Delete</button>
+			<div hx-delete="/months/%s/events/%s" hx-target="body" hx-push-url="true" id="delete-event-%s" style="display:none"></div>
+		</div>
+	</form>
+</div>`, monthID, event.ID, template.HTMLEscapeString(event.Name), sampleClm, template.HTMLEscapeString(event.BaseCurrency), template.HTMLEscapeString(rcptCur), event.ID, monthID, event.ID, event.ID)
+}
+
+// ---------------------------------------------------------------------------
+// PUT /months/{mid}/events/{eid} — UpdateEvent
+// ---------------------------------------------------------------------------
+
+// UpdateEvent updates the event's name, base currency and exchange rate.
+func (h *EventHandler) UpdateEvent(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	eventID := chi.URLParam(r, "eid")
+
+	event, err := database.GetEventByID(h.DB, eventID)
+	if err != nil || event == nil || event.UserID != getUserID(r) || event.MonthID != monthID {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	name := r.FormValue("name")
+	if name == "" {
+		name = event.Name
+	}
+
+	baseCurrency := r.FormValue("base_currency")
+	if baseCurrency == "" {
+		baseCurrency = "USD"
+	}
+
+	exchangeRate := 1.0
+	sampleReceipt := r.FormValue("sample_receipt_amount")
+	sampleClaim := r.FormValue("sample_claim_amount")
+	if sampleReceipt != "" && sampleClaim != "" {
+		sampleReceiptVal, err1 := strconv.ParseFloat(sampleReceipt, 64)
+		sampleClaimVal, err2 := strconv.ParseFloat(sampleClaim, 64)
+		if err1 == nil && err2 == nil && sampleReceiptVal > 0 && sampleClaimVal > 0 {
+			exchangeRate = sampleClaimVal / sampleReceiptVal
+		}
+	}
+
+	if err := database.UpdateEvent(h.DB, eventID, name, baseCurrency, exchangeRate); err != nil {
+		log.Printf("ERROR [%s] handlers: UpdateEvent: %v", time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Failed to update event", http.StatusInternalServerError)
+		return
+	}
+
+	if err := database.RecalculateExpenses(h.DB, eventID, baseCurrency, exchangeRate); err != nil {
+		log.Printf("ERROR [%s] handlers: UpdateEvent: recalc expenses: %v", time.Now().Format(time.RFC3339), err)
+	}
+
+	w.Header().Set("HX-Redirect", "/months/"+monthID)
+	w.WriteHeader(http.StatusOK)
+}
+
+// ---------------------------------------------------------------------------
+// DELETE /months/{mid}/events/{eid} — DeleteEvent
+// ---------------------------------------------------------------------------
+
+// DeleteEvent removes an event and its expenses after ownership verification.
+func (h *EventHandler) DeleteEvent(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	eventID := chi.URLParam(r, "eid")
+
+	event, err := database.GetEventByID(h.DB, eventID)
+	if err != nil || event == nil || event.UserID != getUserID(r) || event.MonthID != monthID {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	if err := database.DeleteEvent(h.DB, eventID); err != nil {
+		log.Printf("ERROR [%s] handlers: DeleteEvent(%s): %v", time.Now().Format(time.RFC3339), eventID, err)
+		http.Error(w, "Failed to delete event", http.StatusInternalServerError)
+		return
+	}
+	w.Header().Set("HX-Redirect", "/months/"+monthID)
+	w.WriteHeader(http.StatusOK)
+}

internal/handlers/expenses.go

@@ -1,27 +1,36 @@
-// Package handlers provides HTTP request handlers for ExpenseFlow.
+// Package handlers provides HTTP request handlers for NextExpense.
 //
 // This file implements expense upload, AI extraction, and save handlers
 // that drive the core receipt capture workflow using HTMX partial responses.
 package handlers
 
 import (
+	"bytes"
 	"database/sql"
 	"fmt"
 	"html/template"
+	"image"
+	"image/jpeg"
 	"io"
 	"log"
 	"net/http"
 	"os"
 	"path/filepath"
+	"regexp"
 	"strconv"
 	"strings"
 	"time"
 
-	"github.com/expenseflow/internal/ai"
-	"github.com/expenseflow/internal/database"
-	"github.com/expenseflow/internal/utils"
+	"github.com/go-chi/chi/v5"
+	"golang.org/x/image/draw"
+
+	"github.com/cclohmar/NextExpense/internal/ai"
+	"github.com/cclohmar/NextExpense/internal/database"
+	"github.com/cclohmar/NextExpense/internal/utils"
 )
 
+var uuidRe = regexp.MustCompile(`^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{4}-[a-fA-F0-9]{12}$`)
+
 // ---------------------------------------------------------------------------
 // ExpenseHandler
 // ---------------------------------------------------------------------------
@@ -52,10 +61,10 @@ func NewExpenseHandler(db *sql.DB) *ExpenseHandler {
 //  5. Render templates/receipt_form.html with pre-filled fields or error banner
 func (h *ExpenseHandler) UploadReceipt(w http.ResponseWriter, r *http.Request) {
 	// 1. Parse multipart form with 10 MB max memory.
-	if err := r.ParseMultipartForm(10 << 20); err != nil {
+	if err := r.ParseMultipartForm(11 << 20); err != nil {
 		log.Printf("ERROR [%s] handlers: UploadReceipt: parse form: %v",
 			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Failed to parse upload form", http.StatusBadRequest)
+		renderUploadError(w, "Failed to parse upload form.")
 		return
 	}
 	defer r.MultipartForm.RemoveAll()
@@ -65,7 +74,7 @@ func (h *ExpenseHandler) UploadReceipt(w http.ResponseWriter, r *http.Request) {
 	if err != nil {
 		log.Printf("ERROR [%s] handlers: UploadReceipt: missing receipt field: %v",
 			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Missing receipt file", http.StatusBadRequest)
+		renderUploadError(w, "Missing receipt file.")
 		return
 	}
 	defer file.Close()
@@ -74,7 +83,7 @@ func (h *ExpenseHandler) UploadReceipt(w http.ResponseWriter, r *http.Request) {
 	if header.Size > 10<<20 {
 		log.Printf("ERROR [%s] handlers: UploadReceipt: file too large: %d bytes",
 			time.Now().Format(time.RFC3339), header.Size)
-		http.Error(w, "File too large. Maximum size is 10 MB.", http.StatusBadRequest)
+		renderUploadError(w, "File too large. Maximum size is 10 MB.")
 		return
 	}
 
@@ -83,27 +92,38 @@ func (h *ExpenseHandler) UploadReceipt(w http.ResponseWriter, r *http.Request) {
 	if err != nil {
 		log.Printf("ERROR [%s] handlers: UploadReceipt: read file: %v",
 			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Failed to read uploaded file", http.StatusInternalServerError)
+		renderUploadError(w, "Failed to read uploaded file.")
 		return
 	}
 
 	// 5. Validate content type by inspecting magic bytes.
 	ext := detectImageExtension(fileData)
 	if ext == "" {
-		log.Printf("ERROR [%s] handlers: UploadReceipt: unsupported image type",
-			time.Now().Format(time.RFC3339))
-		http.Error(w, "Only JPEG and PNG images are supported", http.StatusBadRequest)
+		log.Printf("ERROR [%s] handlers: UploadReceipt: unsupported file type: %q",
+			time.Now().Format(time.RFC3339), ext)
+		renderUploadError(w, "Unsupported file format. Please upload a receipt image (JPEG, PNG, HEIC) or PDF.")
 		return
 	}
 
+	// Resize the image (max 2048px, JPEG 85%) to keep attachment sizes manageable
+	// and prevent SMTP size-limit rejections when filing events with many receipts.
+	resized, resizeErr := resizeImage(fileData)
+	if resizeErr == nil && len(resized) > 0 {
+		fileData = resized
+		// If the original was not JPEG, update extension since output is always JPEG.
+		if ext != "jpg" && ext != "jpeg" {
+			ext = "jpg"
+		}
+	}
+
 	// 6. Generate a UUID-based filename and ensure the storage directory exists.
-	filename := utils.New() + "." + ext
+	filename := utils.NewUUID() + "." + ext
 	storagePath := filepath.Join("storage", filename)
 
 	if err := os.MkdirAll("storage", 0755); err != nil {
 		log.Printf("ERROR [%s] handlers: UploadReceipt: mkdir storage: %v",
 			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Server error", http.StatusInternalServerError)
+		renderUploadError(w, "Server error. Please try again.")
 		return
 	}
 
@@ -111,21 +131,35 @@ func (h *ExpenseHandler) UploadReceipt(w http.ResponseWriter, r *http.Request) {
 	if err := os.WriteFile(storagePath, fileData, 0644); err != nil {
 		log.Printf("ERROR [%s] handlers: UploadReceipt: write file: %v",
 			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Failed to save receipt image", http.StatusInternalServerError)
+		renderUploadError(w, "Failed to save receipt image. Please try again.")
 		return
 	}
 
-	// 8. Call the DeepSeek Vision API for AI extraction.
-	receipt, aiErr := ai.ExtractReceipt(storagePath)
-
-	// 9. Render the receipt_form.html fragment.
-	tmpl, err := template.ParseFiles("templates/receipt_form.html")
-	if err != nil {
-		log.Printf("ERROR [%s] handlers: UploadReceipt: parse template: %v",
-			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Template error", http.StatusInternalServerError)
-		return
+	// 8. Fetch the event's base currency and exchange rate.
+	eventID := getCurrentEventID(r)
+	var baseCurrency string
+	var exchangeRate float64
+	if eventID != "" {
+		if event, err := database.GetEventByID(h.DB, eventID); err == nil && event != nil {
+			baseCurrency = event.BaseCurrency
+			exchangeRate = event.ExchangeRate
 		}
+	}
+	if baseCurrency == "" {
+		baseCurrency = "EUR"
+	}
+	if exchangeRate <= 0 {
+		exchangeRate = 1.0
+	}
+
+	// 9. Call the Gemini Vision API for AI extraction (uses full disk path).
+	receipt, aiErr := ai.ExtractReceipt(filepath.Join("storage", filename))
+
+	// Strip the storage/ prefix so the template can build a proper URL: /storage/{file}
+	storagePath = filename
+
+	// 10. Render the receipt_form.html fragment.
+	tmpl := getTemplate("receipt_form.html")
 
 	data := map[string]interface{}{
 		"ImagePath":       storagePath,
@@ -136,6 +170,9 @@ func (h *ExpenseHandler) UploadReceipt(w http.ResponseWriter, r *http.Request) {
 		"Category":        "",
 		"Date":            "",
 		"Description":     "",
+		"BaseCurrency":    baseCurrency,
+		"ExchangeRate":    exchangeRate,
+		"ConvertedAmount": "",
 	}
 
 	if aiErr != nil {
@@ -148,6 +185,12 @@ func (h *ExpenseHandler) UploadReceipt(w http.ResponseWriter, r *http.Request) {
 		data["Merchant"] = receipt.Merchant
 		data["Category"] = receipt.Category
 		data["Date"] = receipt.Date
+
+		// Compute converted amount only if currencies differ.
+		if receipt.Currency != "" && receipt.Currency != baseCurrency && receipt.Amount > 0 {
+			converted := receipt.Amount * exchangeRate
+			data["ConvertedAmount"] = strconv.FormatFloat(converted, 'f', 2, 64)
+		}
 	}
 
 	w.Header().Set("Content-Type", "text/html; charset=utf-8")
@@ -197,6 +240,10 @@ func (h *ExpenseHandler) SaveExpense(w http.ResponseWriter, r *http.Request) {
 	description := r.FormValue("description")
 	imagePath := r.FormValue("image_path")
 
+	// Read conversion fields (hidden fields from receipt form).
+	baseCurrency := r.FormValue("base_currency")
+	convertedAmountStr := r.FormValue("converted_amount")
+
 	// 3. Validate required fields.
 	var missing []string
 	if amountStr == "" {
@@ -214,6 +261,9 @@ func (h *ExpenseHandler) SaveExpense(w http.ResponseWriter, r *http.Request) {
 	if date == "" {
 		missing = append(missing, "date")
 	}
+	if description == "" {
+		missing = append(missing, "description")
+	}
 	if len(missing) > 0 {
 		log.Printf("ERROR [%s] handlers: SaveExpense: missing fields: %s",
 			time.Now().Format(time.RFC3339), strings.Join(missing, ", "))
@@ -231,12 +281,37 @@ func (h *ExpenseHandler) SaveExpense(w http.ResponseWriter, r *http.Request) {
 		return
 	}
 
+	// Parse converted amount (optional).
+	convertedAmount := 0.0
+	if convertedAmountStr != "" {
+		convertedAmount, _ = strconv.ParseFloat(convertedAmountStr, 64)
+	}
+
+	// Fetch the event to get its exchange rate for auto-calculation.
+	event, err := database.GetEventByID(h.DB, eventID)
+	if err != nil || event == nil || event.UserID != getUserID(r) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	// Auto-calculate conversion.
+	if baseCurrency == "" || baseCurrency == currency {
+		baseCurrency = event.BaseCurrency
+	}
+	if convertedAmount <= 0 && baseCurrency != currency {
+		convertedAmount = amount * event.ExchangeRate
+	} else if convertedAmount <= 0 {
+		convertedAmount = amount
+	}
+
 	// 5. Build and save the expense record.
 	expense := database.Expense{
-		ID:          utils.New(),
+		ID:              utils.NewUUID(),
 		EventID:         eventID,
 		Amount:          amount,
 		Currency:        currency,
+		ConvertedAmount: convertedAmount,
+		BaseCurrency:    baseCurrency,
 		Merchant:        merchant,
 		Category:        category,
 		Description:     description,
@@ -261,13 +336,11 @@ func (h *ExpenseHandler) SaveExpense(w http.ResponseWriter, r *http.Request) {
 	}
 
 	// 7. Render the expense_list.html fragment.
-	listTmpl, err := template.ParseFiles("templates/expense_list.html")
-	if err != nil {
-		log.Printf("ERROR [%s] handlers: SaveExpense: parse list template: %v",
-			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Template error", http.StatusInternalServerError)
-		return
+	// Normalize ImagePath for old DB entries that may have storage/ prefix.
+	for i := range expenses {
+		expenses[i].ImagePath = normalizeImagePath(expenses[i].ImagePath)
 	}
+	listTmpl := getTemplate("expense_list.html")
 
 	var listBuf strings.Builder
 	if err := listTmpl.Execute(&listBuf, map[string]interface{}{
@@ -287,6 +360,243 @@ func (h *ExpenseHandler) SaveExpense(w http.ResponseWriter, r *http.Request) {
 	fmt.Fprintf(w, `<div id="expense-list" hx-swap-oob="true">%s</div>`, listBuf.String())
 }
 
+// ---------------------------------------------------------------------------
+// GET /expenses/{id}/edit — EditExpense
+// ---------------------------------------------------------------------------
+
+// EditExpense returns the receipt form pre-filled with an existing expense's
+// data, allowing the user to edit and re-save it.
+func (h *ExpenseHandler) EditExpense(w http.ResponseWriter, r *http.Request) {
+	expenseID := chi.URLParam(r, "id")
+	if expenseID == "" {
+		http.Error(w, "Missing expense ID", http.StatusBadRequest)
+		return
+	}
+
+	expense, err := database.GetExpenseByID(h.DB, expenseID)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: EditExpense: GetExpenseByID(%s): %v",
+			time.Now().Format(time.RFC3339), expenseID, err)
+		http.Error(w, "Failed to retrieve expense", http.StatusInternalServerError)
+		return
+	}
+	if expense == nil {
+		http.Error(w, "Expense not found", http.StatusNotFound)
+		return
+	}
+
+	// Verify ownership: expense → event → month → user.
+	event, err := database.GetEventByID(h.DB, expense.EventID)
+	if err != nil || event == nil || event.UserID != getUserID(r) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+	if !verifyMonthOwnership(h.DB, event.MonthID, getUserID(r)) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	tmpl := getTemplate("receipt_form.html")
+
+	data := map[string]interface{}{
+		"ImagePath":       normalizeImagePath(expense.ImagePath),
+		"AIError":         "",
+		"Amount":          strconv.FormatFloat(expense.Amount, 'f', 2, 64),
+		"Currency":        expense.Currency,
+		"Merchant":        expense.Merchant,
+		"Category":        expense.Category,
+		"Date":            expense.Date,
+		"Description":     expense.Description,
+		"BaseCurrency":    event.BaseCurrency,
+		"ExchangeRate":    event.ExchangeRate,
+		"ConvertedAmount": strconv.FormatFloat(expense.ConvertedAmount, 'f', 2, 64),
+		"EditID":          expense.ID,
+		"ID":              expense.ID,
+	}
+
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	if err := tmpl.Execute(w, data); err != nil {
+		log.Printf("ERROR [%s] handlers: EditExpense: execute template: %v",
+			time.Now().Format(time.RFC3339), err)
+	}
+}
+
+// ---------------------------------------------------------------------------
+// PUT /expenses/{id} — UpdateExpense
+// ---------------------------------------------------------------------------
+
+// UpdateExpense updates an existing expense record with form data and returns
+// the updated expense list via HTMX multi-target response.
+func (h *ExpenseHandler) UpdateExpense(w http.ResponseWriter, r *http.Request) {
+	expenseID := chi.URLParam(r, "id")
+	if expenseID == "" {
+		http.Error(w, "Missing expense ID", http.StatusBadRequest)
+		return
+	}
+
+	if err := r.ParseForm(); err != nil {
+		log.Printf("ERROR [%s] handlers: UpdateExpense: parse form: %v",
+			time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Cannot parse form data", http.StatusBadRequest)
+		return
+	}
+
+	amount, _ := strconv.ParseFloat(r.FormValue("amount"), 64)
+	convertedAmount, _ := strconv.ParseFloat(r.FormValue("converted_amount"), 64)
+	baseCurrency := r.FormValue("base_currency")
+	currency := r.FormValue("currency")
+
+	// Fetch the existing expense to preserve the event_id and image_path.
+	existing, err := database.GetExpenseByID(h.DB, expenseID)
+	if err != nil || existing == nil {
+		log.Printf("ERROR [%s] handlers: UpdateExpense: get existing: %v",
+			time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Expense not found", http.StatusNotFound)
+		return
+	}
+
+	// Verify ownership: expense → event → month → user.
+	event, err := database.GetEventByID(h.DB, existing.EventID)
+	if err != nil || event == nil || event.UserID != getUserID(r) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+	if !verifyMonthOwnership(h.DB, event.MonthID, getUserID(r)) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	// Auto-calculate conversion.
+	if baseCurrency == "" {
+		baseCurrency = event.BaseCurrency
+	}
+	if convertedAmount <= 0 && baseCurrency != currency {
+		convertedAmount = amount * event.ExchangeRate
+	} else if convertedAmount <= 0 {
+		convertedAmount = amount
+	}
+
+	expense := database.Expense{
+		ID:              expenseID,
+		EventID:         existing.EventID,
+		Amount:          amount,
+		Currency:        r.FormValue("currency"),
+		ConvertedAmount: convertedAmount,
+		BaseCurrency:    baseCurrency,
+		Merchant:        r.FormValue("merchant"),
+		Category:        r.FormValue("category"),
+		Description:     r.FormValue("description"),
+		Date:            r.FormValue("date"),
+		ImagePath:       existing.ImagePath,
+	}
+
+	if err := database.UpdateExpense(h.DB, expense); err != nil {
+		log.Printf("ERROR [%s] handlers: UpdateExpense: %v", time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Failed to update expense", http.StatusInternalServerError)
+		return
+	}
+
+	// Return updated expense list via HTMX.
+	expenses, err := database.GetExpensesByEvent(h.DB, existing.EventID)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: UpdateExpense: fetch expenses: %v",
+			time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Failed to fetch expenses", http.StatusInternalServerError)
+		return
+	}
+	// Normalize ImagePath for old DB entries.
+	for i := range expenses {
+		expenses[i].ImagePath = normalizeImagePath(expenses[i].ImagePath)
+	}
+
+	listTmpl := getTemplate("expense_list.html")
+
+	var listBuf strings.Builder
+	if err := listTmpl.Execute(&listBuf, map[string]interface{}{"Expenses": expenses}); err != nil {
+		log.Printf("ERROR [%s] handlers: UpdateExpense: execute template: %v",
+			time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Template error", http.StatusInternalServerError)
+		return
+	}
+
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	fmt.Fprintf(w, `<div id="receipt-form" hx-swap-oob="true"><div class="bg-green-100 border border-green-400 text-green-700 px-4 py-3 rounded mb-4">Expense updated successfully!</div></div>`)
+	fmt.Fprintf(w, `<div id="expense-list" hx-swap-oob="true">%s</div>`, listBuf.String())
+}
+
+// ---------------------------------------------------------------------------
+// DELETE /expenses/{id} — DeleteExpense
+// ---------------------------------------------------------------------------
+
+// DeleteExpense removes an individual expense after verifying ownership via
+// the expense's parent event. On success it returns the updated expense list
+// fragment for HTMX replacement.
+func (h *ExpenseHandler) DeleteExpense(w http.ResponseWriter, r *http.Request) {
+	expenseID := chi.URLParam(r, "id")
+	if expenseID == "" {
+		http.Error(w, "Missing expense ID", http.StatusBadRequest)
+		return
+	}
+
+	// Fetch the existing expense to get its event_id.
+	existing, err := database.GetExpenseByID(h.DB, expenseID)
+	if err != nil || existing == nil {
+		log.Printf("ERROR [%s] handlers: DeleteExpense: get existing(%s): %v",
+			time.Now().Format(time.RFC3339), expenseID, err)
+		http.Error(w, "Expense not found", http.StatusNotFound)
+		return
+	}
+
+	// Verify ownership: expense → event → month → user.
+	event, err := database.GetEventByID(h.DB, existing.EventID)
+	if err != nil || event == nil || event.UserID != getUserID(r) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+	if !verifyMonthOwnership(h.DB, event.MonthID, getUserID(r)) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	eventID := existing.EventID
+
+	// Delete the expense from the database.
+	if err := database.DeleteExpense(h.DB, expenseID); err != nil {
+		log.Printf("ERROR [%s] handlers: DeleteExpense: %v", time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Failed to delete expense", http.StatusInternalServerError)
+		return
+	}
+
+	// Fetch the updated expense list for this event.
+	expenses, err := database.GetExpensesByEvent(h.DB, eventID)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: DeleteExpense: fetch expenses: %v",
+			time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Failed to fetch expenses", http.StatusInternalServerError)
+		return
+	}
+
+	// Normalize ImagePath for old DB entries.
+	for i := range expenses {
+		expenses[i].ImagePath = normalizeImagePath(expenses[i].ImagePath)
+	}
+
+	listTmpl := getTemplate("expense_list.html")
+
+	var listBuf strings.Builder
+	if err := listTmpl.Execute(&listBuf, map[string]interface{}{"Expenses": expenses}); err != nil {
+		log.Printf("ERROR [%s] handlers: DeleteExpense: execute template: %v",
+			time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Template error", http.StatusInternalServerError)
+		return
+	}
+
+	// Return updated expense list + clear the receipt form (edit form may be open).
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	fmt.Fprintf(w, `<div id="receipt-form" hx-swap-oob="true"></div>`)
+	fmt.Fprintf(w, `<div id="expense-list" hx-swap-oob="true">%s</div>`, listBuf.String())
+}
+
 // ---------------------------------------------------------------------------
 // Cookie helpers (shared with events.go via package-level access)
 // ---------------------------------------------------------------------------
@@ -298,6 +608,10 @@ func getCurrentEventID(r *http.Request) string {
 	if err != nil {
 		return ""
 	}
+	// Validate UUID format to prevent cookie tampering.
+	if !uuidRe.MatchString(cookie.Value) {
+		return ""
+	}
 	return cookie.Value
 }
 
@@ -319,20 +633,118 @@ func setCurrentEventID(w http.ResponseWriter, eventID string) {
 // Helpers
 // ---------------------------------------------------------------------------
 
+// renderUploadError writes an HTMX-compatible error fragment into the
+// #receipt-form container (the upload target). Uses HTTP 200 so HTMX
+// always swaps the content (HTMX skips 4xx/5xx by default).
+func renderUploadError(w http.ResponseWriter, message string) {
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	w.WriteHeader(http.StatusOK)
+	fmt.Fprintf(w, `<div id="receipt-form"><div class="error-message" style="background: #450a0a; border: 1px solid #7f1d1d; color: #fca5a5; padding: 0.75rem; border-radius: 0.5rem; margin-bottom: 1rem;">%s</div></div>`,
+		template.HTMLEscapeString(message))
+}
+
 // detectImageExtension examines the magic bytes of the provided data to
-// determine whether it is a JPEG or PNG image. Returns "jpg", "png", or
-// an empty string if the format is not recognised.
+// determine its image format. Supports JPEG, PNG, WebP, GIF, BMP, TIFF,
+// and HEIC/HEIF (common on iPhones). Returns the file extension (without
+// dot) or an empty string if the format is not recognised.
 func detectImageExtension(data []byte) string {
 	if len(data) < 4 {
 		return ""
 	}
-	// JPEG magic: 0xFF 0xD8 0xFF
-	if data[0] == 0xFF && data[1] == 0xD8 && data[2] == 0xFF {
+
+	// JPEG: FF D8 FF
+	if len(data) >= 3 && data[0] == 0xFF && data[1] == 0xD8 && data[2] == 0xFF {
 		return "jpg"
 	}
-	// PNG magic: 0x89 'P' 'N' 'G' 0x0D 0x0A 0x1A 0x0A
-	if data[0] == 0x89 && data[1] == 0x50 && data[2] == 0x4E && data[3] == 0x47 {
+
+	// PNG: 89 50 4E 47 0D 0A 1A 0A
+	if len(data) >= 8 && data[0] == 0x89 && data[1] == 0x50 && data[2] == 0x4E &&
+		data[3] == 0x47 && data[4] == 0x0D && data[5] == 0x0A && data[6] == 0x1A && data[7] == 0x0A {
 		return "png"
 	}
+
+	// WebP: 52 49 46 46 .... 57 45 42 50
+	if len(data) >= 12 && data[0] == 0x52 && data[1] == 0x49 && data[2] == 0x46 &&
+		data[3] == 0x46 && data[8] == 0x57 && data[9] == 0x45 && data[10] == 0x42 && data[11] == 0x50 {
+		return "webp"
+	}
+
+	// GIF: 47 49 46 38 (39 61 or 37 61)
+	if len(data) >= 6 && data[0] == 0x47 && data[1] == 0x49 && data[2] == 0x46 &&
+		data[3] == 0x38 && (data[4] == 0x39 || data[4] == 0x37) && data[5] == 0x61 {
+		return "gif"
+	}
+
+	// BMP: 42 4D
+	if data[0] == 0x42 && data[1] == 0x4D {
+		return "bmp"
+	}
+
+	// TIFF: 49 49 2A 00 or 4D 4D 00 2A
+	if (data[0] == 0x49 && data[1] == 0x49 && data[2] == 0x2A && data[3] == 0x00) ||
+		(data[0] == 0x4D && data[1] == 0x4D && data[2] == 0x00 && data[3] == 0x2A) {
+		return "tiff"
+	}
+
+	// PDF: 25 50 44 46 (%PDF)
+	if len(data) >= 4 && data[0] == 0x25 && data[1] == 0x50 && data[2] == 0x44 && data[3] == 0x46 {
+		return "pdf"
+	}
+
+	// HEIC/HEIF/AVIF: .... 66 74 79 70 ... (ftyp box)
+	// The ftyp box starts at offset 4 with brand at offset 8.
+	if len(data) >= 12 && data[4] == 0x66 && data[5] == 0x74 && data[6] == 0x79 && data[7] == 0x70 {
+		brand := string(data[8:12])
+		switch brand {
+		case "heic", "heix", "hevc", "hevx", "mif1", "msf1":
+			return "heic"
+		case "avif":
+			return "avif"
+		}
+	}
+
 	return ""
 }
+
+// ---------------------------------------------------------------------------
+// Image processing helpers
+// ---------------------------------------------------------------------------
+
+// resizeImage resizes image data to a maximum of 2048 pixels on the longest
+// side while maintaining aspect ratio. Output is always JPEG at 85% quality.
+// Returns the original data unchanged if the image is already smaller, or if
+// decoding/resizing fails (e.g. unsupported format like HEIC).
+func resizeImage(data []byte) ([]byte, error) {
+	img, _, err := image.Decode(bytes.NewReader(data))
+	if err != nil {
+		return data, err
+	}
+
+	bounds := img.Bounds()
+	w, h := bounds.Dx(), bounds.Dy()
+
+	const maxDim = 2048
+	if w <= maxDim && h <= maxDim {
+		return data, nil // already small enough
+	}
+
+	// Maintain aspect ratio.
+	var newW, newH int
+	if w > h {
+		newW = maxDim
+		newH = h * maxDim / w
+	} else {
+		newH = maxDim
+		newW = w * maxDim / h
+	}
+
+	dst := image.NewRGBA(image.Rect(0, 0, newW, newH))
+	draw.CatmullRom.Scale(dst, dst.Bounds(), img, bounds, draw.Over, nil)
+
+	var buf bytes.Buffer
+	if err := jpeg.Encode(&buf, dst, &jpeg.Options{Quality: 85}); err != nil {
+		return data, err
+	}
+
+	return buf.Bytes(), nil
+}

internal/handlers/file.go

@@ -1,23 +1,30 @@
-// Package handlers implements HTTP request handlers for ExpenseFlow.
+// Package handlers implements HTTP request handlers for NextExpense.
 //
 // This file implements the event filing workflow — generating CSV or PDF
 // expense reports and emailing them as attachments to a specified recipient.
 package handlers
 
 import (
+	"archive/zip"
 	"bytes"
+	"crypto/rand"
 	"database/sql"
 	"encoding/csv"
+	"encoding/hex"
 	"fmt"
+	"html/template"
 	"log"
 	"net/http"
+	"os"
+	"path/filepath"
+	"strings"
 	"time"
 
 	"github.com/go-chi/chi/v5"
 	"github.com/jung-kurt/gofpdf"
 
-	"github.com/expenseflow/internal/database"
-	"github.com/expenseflow/internal/email"
+	"github.com/cclohmar/NextExpense/internal/database"
+	"github.com/cclohmar/NextExpense/internal/email"
 )
 
 // ---------------------------------------------------------------------------
@@ -40,24 +47,15 @@ type FileHandler struct {
 // FileEvent generates an expense report (CSV or PDF) for a given event and
 // emails it as an attachment to the specified recipient. On success the
 // event status is updated to "closed" and the client is redirected to the
-// dashboard via the HX-Redirect header.
-//
-// Flow:
-//  1. Extract event ID from the URL via chi.URLParam
-//  2. Parse the form for target email and report format
-//  3. Verify the authenticated user owns this event
-//  4. Fetch all expenses for the event from the database
-//  5. Generate the report in the requested format (CSV or PDF)
-//  6. Send the report as an email attachment
-//  7. Update the event status to "closed"
-//  8. Return an HX-Redirect header pointing to /dashboard
+// month view via the HX-Redirect header.
 func (h *FileHandler) FileEvent(w http.ResponseWriter, r *http.Request) {
-	// 1. Get event ID from the URL path parameter.
-	eventID := chi.URLParam(r, "id")
-	if eventID == "" {
-		log.Printf("ERROR [%s] handlers: FileEvent: missing event ID in URL",
+	// 1. Get month and event IDs from the URL path parameters.
+	monthID := chi.URLParam(r, "mid")
+	eventID := chi.URLParam(r, "eid")
+	if monthID == "" || eventID == "" {
+		log.Printf("ERROR [%s] handlers: FileEvent: missing ID in URL",
 			time.Now().Format(time.RFC3339))
-		http.Error(w, "Missing event ID", http.StatusBadRequest)
+		renderFileError(w, "Missing ID.")
 		return
 	}
 
@@ -65,32 +63,30 @@ func (h *FileHandler) FileEvent(w http.ResponseWriter, r *http.Request) {
 	if err := r.ParseForm(); err != nil {
 		log.Printf("ERROR [%s] handlers: FileEvent: parse form: %v",
 			time.Now().Format(time.RFC3339), err)
-		http.Error(w, "Cannot parse form data", http.StatusBadRequest)
+		renderFileError(w, "Cannot parse form data.")
 		return
 	}
 
 	to := r.FormValue("email")
-	format := r.FormValue("format")
 
 	if to == "" {
 		log.Printf("ERROR [%s] handlers: FileEvent: missing email field",
 			time.Now().Format(time.RFC3339))
-		http.Error(w, "Email address is required", http.StatusBadRequest)
-		return
-	}
-	if format != "csv" && format != "pdf" {
-		log.Printf("ERROR [%s] handlers: FileEvent: invalid format %q",
-			time.Now().Format(time.RFC3339), format)
-		http.Error(w, "Format must be 'csv' or 'pdf'", http.StatusBadRequest)
+		renderFileError(w, "Email address is required.")
 		return
 	}
 
-	// 3. Verify the authenticated user owns this event.
+	// 3. Verify the authenticated user owns this event (via month).
 	userID := getUserID(r)
 	if userID == "" {
 		log.Printf("ERROR [%s] handlers: FileEvent: unauthenticated request",
 			time.Now().Format(time.RFC3339))
-		http.Error(w, "Unauthorized", http.StatusUnauthorized)
+		renderFileError(w, "Session expired. Please log in again.")
+		return
+	}
+
+	if !verifyMonthOwnership(h.DB, monthID, userID) {
+		renderFileError(w, "You do not have permission to file this event.")
 		return
 	}
 
@@ -98,19 +94,19 @@ func (h *FileHandler) FileEvent(w http.ResponseWriter, r *http.Request) {
 	if err != nil {
 		log.Printf("ERROR [%s] handlers: FileEvent: GetEventByID(%s): %v",
 			time.Now().Format(time.RFC3339), eventID, err)
-		http.Error(w, "Failed to retrieve event", http.StatusInternalServerError)
+		renderFileError(w, "Failed to retrieve event. Please try again.")
 		return
 	}
 	if event == nil {
 		log.Printf("ERROR [%s] handlers: FileEvent: event not found: %s",
 			time.Now().Format(time.RFC3339), eventID)
-		http.Error(w, "Event not found", http.StatusNotFound)
+		renderFileError(w, "Event not found.")
 		return
 	}
-	if event.UserID != userID {
+	if event.MonthID != monthID || event.UserID != userID {
 		log.Printf("ERROR [%s] handlers: FileEvent: user %s does not own event %s",
 			time.Now().Format(time.RFC3339), userID, eventID)
-		http.Error(w, "Forbidden", http.StatusForbidden)
+		renderFileError(w, "You do not have permission to file this event.")
 		return
 	}
 
@@ -119,32 +115,63 @@ func (h *FileHandler) FileEvent(w http.ResponseWriter, r *http.Request) {
 	if err != nil {
 		log.Printf("ERROR [%s] handlers: FileEvent: GetExpensesByEvent(%s): %v",
 			time.Now().Format(time.RFC3339), eventID, err)
-		http.Error(w, "Failed to retrieve expenses", http.StatusInternalServerError)
+		renderFileError(w, "Failed to retrieve expenses. Please try again.")
 		return
 	}
 
-	// 5. Generate the report in the requested format.
-	var attachment *email.Attachment
-	switch format {
-	case "csv":
-		attachment, err = generateCSV(event.Name, expenses)
-	case "pdf":
-		attachment, err = generatePDF(event.Name, expenses)
+	// Fetch user info for report personalisation.
+	reportUser, _ := database.GetUserByID(h.DB, userID)
+	userName := ""
+	userDept := ""
+	if reportUser != nil {
+		userName = reportUser.Name
+		userDept = reportUser.Department
 	}
+
+	// 5. Generate both CSV and PDF reports.
+	csvAttachment, err := generateCSV(event.Name, expenses, userName, userDept)
 	if err != nil {
-		log.Printf("ERROR [%s] handlers: FileEvent: generate %s report: %v",
-			time.Now().Format(time.RFC3339), format, err)
-		http.Error(w, "Failed to generate report", http.StatusInternalServerError)
+		log.Printf("ERROR [%s] handlers: FileEvent: generate CSV: %v",
+			time.Now().Format(time.RFC3339), err)
+		renderFileError(w, "Failed to generate CSV report. Please try again.")
+		return
+	}
+	pdfAttachment, err := generatePDF(event.Name, expenses, userName, userDept)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: FileEvent: generate PDF: %v",
+			time.Now().Format(time.RFC3339), err)
+		renderFileError(w, "Failed to generate PDF report. Please try again.")
 		return
 	}
 
-	// 6. Send the report as an email attachment.
-	subject := "Expense report for event " + event.Name
-	body := "Please find attached the expense report."
-	if err := h.EmailSender.SendReport(to, subject, body, attachment); err != nil {
+	// 6. Create a ZIP of all receipt images.
+	zipAttachment, zipErr := createReceiptZip(event.Name, expenses)
+
+	// 7. Build the list of attachments (CSV + PDF + ZIP if available).
+	attachments := []*email.Attachment{csvAttachment, pdfAttachment}
+	if zipErr == nil && zipAttachment != nil {
+		attachments = append(attachments, zipAttachment)
+	} else if zipErr != nil {
+		log.Printf("WARN  [%s] handlers: FileEvent: receipt zip failed: %v",
+			time.Now().Format(time.RFC3339), zipErr)
+	}
+
+	// 8. Send the email with all attachments.
+	if h.EmailSender == nil {
+		log.Printf("ERROR [%s] handlers: FileEvent: SMTP not configured, cannot send email",
+			time.Now().Format(time.RFC3339))
+		renderFileError(w, "SMTP not configured. Please contact the administrator.")
+		return
+	}
+	subject := fmt.Sprintf("%s | Expense report for event %s", userName, event.Name)
+	if userName == "" {
+		subject = "Expense report for event " + event.Name
+	}
+	body := "Please find attached the expense report and receipt images."
+	if err := h.EmailSender.SendReport(to, subject, body, attachments); err != nil {
 		log.Printf("ERROR [%s] handlers: FileEvent: SendReport(%s): %v",
 			time.Now().Format(time.RFC3339), to, err)
-		http.Error(w, "Failed to send report email", http.StatusInternalServerError)
+		renderFileError(w, "Failed to send report: "+err.Error())
 		return
 	}
 
@@ -152,93 +179,698 @@ func (h *FileHandler) FileEvent(w http.ResponseWriter, r *http.Request) {
 	if err := database.UpdateEventStatus(h.DB, eventID, "closed"); err != nil {
 		log.Printf("ERROR [%s] handlers: FileEvent: UpdateEventStatus(%s): %v",
 			time.Now().Format(time.RFC3339), eventID, err)
-		http.Error(w, "Failed to close event", http.StatusInternalServerError)
+		renderFileError(w, "Report sent but failed to close the event. Please try again.")
 		return
 	}
 
-	// 8. Redirect to the dashboard via HTMX.
-	w.Header().Set("HX-Redirect", "/dashboard")
+	// 8. Redirect to the month view via HTMX.
+	w.Header().Set("HX-Redirect", "/months/"+monthID)
 	w.WriteHeader(http.StatusOK)
 }
 
+// ---------------------------------------------------------------------------
+// POST /events/{id}/generate — GenerateReport
+// ---------------------------------------------------------------------------
+
+// GenerateReport creates a report package (CSV/PDF + receipt images ZIP),
+// stores it on disk with a crypto-random download token, and returns an
+// HTMX fragment with download and email-link options. The event is NOT
+// closed — the user can add more receipts and regenerate.
+func (h *FileHandler) GenerateReport(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	eventID := chi.URLParam(r, "eid")
+	if monthID == "" || eventID == "" {
+		log.Printf("ERROR [%s] handlers: GenerateReport: missing ID",
+			time.Now().Format(time.RFC3339))
+		renderFileError(w, "Missing ID.")
+		return
+	}
+
+	if err := r.ParseForm(); err != nil {
+		log.Printf("ERROR [%s] handlers: GenerateReport: parse form: %v",
+			time.Now().Format(time.RFC3339), err)
+		renderFileError(w, "Cannot parse form data.")
+		return
+	}
+
+	userID := getUserID(r)
+	if userID == "" {
+		renderFileError(w, "Session expired. Please log in again.")
+		return
+	}
+
+	if !verifyMonthOwnership(h.DB, monthID, userID) {
+		renderFileError(w, "You do not have permission to access this event.")
+		return
+	}
+
+	event, err := database.GetEventByID(h.DB, eventID)
+	if err != nil || event == nil {
+		renderFileError(w, "Event not found.")
+		return
+	}
+	if event.MonthID != monthID || event.UserID != userID {
+		renderFileError(w, "You do not have permission to access this event.")
+		return
+	}
+
+	expenses, err := database.GetExpensesByEvent(h.DB, eventID)
+	if err != nil {
+		renderFileError(w, "Failed to retrieve expenses.")
+		return
+	}
+	if len(expenses) == 0 {
+		renderFileError(w, "No expenses to include in the report.")
+		return
+	}
+
+	// Fetch user info for report personalisation.
+	repUser, _ := database.GetUserByID(h.DB, userID)
+	uName := ""
+	uDept := ""
+	if repUser != nil {
+		uName = repUser.Name
+		uDept = repUser.Department
+	}
+
+	// Generate both CSV and PDF reports.
+	csvAtt, err := generateCSV(event.Name, expenses, uName, uDept)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: GenerateReport: generate CSV: %v",
+			time.Now().Format(time.RFC3339), err)
+		renderFileError(w, "Failed to generate CSV report.")
+		return
+	}
+	pdfAtt, err := generatePDF(event.Name, expenses, uName, uDept)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: GenerateReport: generate PDF: %v",
+			time.Now().Format(time.RFC3339), err)
+		renderFileError(w, "Failed to generate PDF report.")
+		return
+	}
+
+	// Package everything into a single flat ZIP (report + receipt images).
+	var pkgBuf bytes.Buffer
+	pkg := zip.NewWriter(&pkgBuf)
+
+	// Add both report files.
+	addToZip(pkg, csvAtt.Filename, csvAtt.Content)
+	addToZip(pkg, pdfAtt.Filename, pdfAtt.Content)
+
+	// Add receipt images directly (not nested).
+	for i, exp := range expenses {
+		if exp.ImagePath == "" {
+			continue
+		}
+		normPath := normalizeImagePath(exp.ImagePath)
+		safePath := filepath.Join("storage", filepath.Base(normPath))
+		data, err := os.ReadFile(safePath)
+		if err != nil {
+			log.Printf("WARN  [%s] handlers: GenerateReport: reading %q: %v",
+				time.Now().Format(time.RFC3339), safePath, err)
+			continue
+		}
+		ext := filepath.Ext(exp.ImagePath)
+		if ext == "" {
+			ext = ".jpg"
+		}
+		imgName := fmt.Sprintf("receipt-%d%s", i+1, ext)
+		addToZip(pkg, imgName, data)
+	}
+
+	if err := pkg.Close(); err != nil {
+		renderFileError(w, "Failed to create package.")
+		return
+	}
+
+	// Save to postbox directory.
+	os.MkdirAll("storage/postbox", 0755)
+
+	tokenBytes := make([]byte, 32)
+	if _, err := rand.Read(tokenBytes); err != nil {
+		renderFileError(w, "Failed to generate download token.")
+		return
+	}
+	token := hex.EncodeToString(tokenBytes)
+
+	// Use event name as the download filename (GUID only in storage path).
+	safeEvent := sanitiseFilename(event.Name)
+	if safeEvent == "" {
+		safeEvent = "report"
+	}
+	dlName := safeEvent + ".zip"
+	pkgFilename := token + ".zip" // storage filename is always the GUID
+	pkgPath := filepath.Join("storage", "postbox", pkgFilename)
+
+	if err := os.WriteFile(pkgPath, pkgBuf.Bytes(), 0644); err != nil {
+		log.Printf("ERROR [%s] handlers: GenerateReport: write %s: %v",
+			time.Now().Format(time.RFC3339), pkgPath, err)
+		renderFileError(w, "Failed to save report package.")
+		return
+	}
+
+	// Store token in DB (24h expiry).
+	expiresAt := time.Now().Add(24 * time.Hour).Format(time.RFC3339)
+	if err := database.CreateDownloadToken(h.DB, token, eventID, pkgFilename, expiresAt); err != nil {
+		os.Remove(pkgPath)
+		renderFileError(w, "Failed to store download token.")
+		return
+	}
+
+	log.Printf("INFO  [%s] handlers: GenerateReport: package %s created for event %s",
+		time.Now().Format(time.RFC3339), pkgFilename, eventID)
+
+	// Render the download/send fragment.
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	fmt.Fprintf(w, `<div id="report-package" style="background: #064e3b; border: 1px solid #065f46; border-radius: 0.5rem; padding: 1rem; margin-top: 1rem;">
+	<div style="font-weight: 600; color: #6ee7b7; margin-bottom: 0.5rem;">Report Ready</div>
+	<p style="font-size: 0.8rem; color: var(--color-text-muted); margin-bottom: 0.75rem;">CSV + PDF report &amp; %d receipt images packaged.</p>
+	<div style="display: flex; gap: 0.5rem; margin-bottom: 0.75rem;">
+		<a href="/dl/%s/%s" class="btn btn-primary" style="flex:1; text-align:center; text-decoration:none; font-size:0.85rem;" download>⬇ Download Now</a>
+	</div>
+	<div style="border-top: 1px solid #065f46; padding-top: 0.75rem;">
+		<p style="font-size: 0.75rem; color: var(--color-text-muted); margin-bottom: 0.5rem;">Or send a download link via email (tiny email, no attachment limits):</p>
+		<form hx-post="/months/%s/events/%s/send-link" hx-target="#send-link-result" hx-indicator="#send-link-spinner" style="display: flex; gap: 0.5rem;">
+			<input type="hidden" name="token" value="%s">
+			<input type="email" name="email" placeholder="finance@company.com" required style="flex:1; padding:0.5rem; border:1px solid #475569; border-radius:0.375rem; background:#1e293b; color:#f8fafc; font-size:0.85rem;">
+			<button type="submit" class="btn btn-secondary" style="font-size:0.85rem; white-space:nowrap;">Send Link</button>
+		</form>
+		<div id="send-link-spinner" class="htmx-indicator" style="text-align:center; padding:0.5rem;"><div class="spinner"></div></div>
+		<div id="send-link-result"></div>
+	</div>
+</div>`,
+		len(expenses),
+		template.HTMLEscapeString(token), template.HTMLEscapeString(dlName),
+		template.HTMLEscapeString(monthID), template.HTMLEscapeString(eventID), template.HTMLEscapeString(token))
+}
+
+// ---------------------------------------------------------------------------
+// POST /months/{mid}/events/{eid}/send-link — SendDownloadLink
+// ---------------------------------------------------------------------------
+
+// SendDownloadLink emails a download link for a previously generated report
+// package to the specified recipient.
+func (h *FileHandler) SendDownloadLink(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+
+	if err := r.ParseForm(); err != nil {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Failed to parse form.</div>`)
+		return
+	}
+
+	token := strings.TrimSpace(r.FormValue("token"))
+	to := strings.TrimSpace(r.FormValue("email"))
+	if token == "" || to == "" {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Token and email are required.</div>`)
+		return
+	}
+
+	// Verify token exists and belongs to user's event.
+	dt, err := database.GetDownloadTokenByToken(h.DB, token)
+	if err != nil || dt == nil {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Invalid or expired download token.</div>`)
+		return
+	}
+
+	event, err := database.GetEventByID(h.DB, dt.EventID)
+	if err != nil || event == nil || event.UserID != getUserID(r) || event.MonthID != monthID {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Permission denied.</div>`)
+		return
+	}
+
+	if h.EmailSender == nil {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">SMTP not configured.</div>`)
+		return
+	}
+
+	// Build the download URL using the request's Host header (most reliable),
+	// falling back to BASE_URL env var.
+	scheme := "https"
+	host := r.Host
+	baseURL := os.Getenv("BASE_URL")
+	if host == "" && baseURL != "" {
+		// Parse scheme and host from BASE_URL as fallback.
+		if strings.HasPrefix(baseURL, "https://") {
+			host = strings.TrimPrefix(baseURL, "https://")
+		} else if strings.HasPrefix(baseURL, "http://") {
+			scheme = "http"
+			host = strings.TrimPrefix(baseURL, "http://")
+		}
+	}
+	if host == "" {
+		host = "localhost:8080"
+	}
+	safeName := sanitiseFilename(event.Name)
+	if safeName == "" {
+		safeName = "report"
+	}
+	link := fmt.Sprintf("%s://%s/dl/%s/%s.zip", scheme, host, token, safeName)
+
+	// Fetch user name for the subject line.
+	repUser, _ := database.GetUserByID(h.DB, getUserID(r))
+	userName := ""
+	if repUser != nil {
+		userName = repUser.Name
+	}
+	subject := fmt.Sprintf("%s | Expense report: %s", userName, event.Name)
+	if userName == "" {
+		subject = "Expense report: " + event.Name
+	}
+	body := fmt.Sprintf("Expense report for %s is ready.\n\nDownload: %s\n\nThis link expires in 24 hours.", event.Name, link)
+
+	if err := h.EmailSender.SendReport(to, subject, body, nil); err != nil {
+		log.Printf("ERROR [%s] handlers: SendDownloadLink: %v",
+			time.Now().Format(time.RFC3339), err)
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Failed to send: %s</div>`,
+			template.HTMLEscapeString(err.Error()))
+		return
+	}
+
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	fmt.Fprintf(w, `<div style="color:#6ee7b7; font-size:0.8rem; margin-top:0.5rem;">Download link sent to %s.</div>`,
+		template.HTMLEscapeString(to))
+}
+
+// ---------------------------------------------------------------------------
+// GET /dl/{token} — ServeDownload
+// ---------------------------------------------------------------------------
+
+// ServeDownload streams a previously generated report package to the client.
+// Access is controlled via the crypto-random token in the URL — no login
+// required. The token is valid for 24 hours from creation.
+// The optional filename suffix in the URL (e.g. /dl/{token}/Lagos-report.zip)
+// is used for the Content-Disposition header but does not affect access control.
+func (h *FileHandler) ServeDownload(w http.ResponseWriter, r *http.Request) {
+	token := chi.URLParam(r, "token")
+	if token == "" {
+		http.NotFound(w, r)
+		return
+	}
+
+	dt, err := database.GetDownloadTokenByToken(h.DB, token)
+	if err != nil || dt == nil {
+		http.NotFound(w, r)
+		return
+	}
+
+	// Check expiry.
+	expiresAt, err := time.Parse(time.RFC3339, dt.ExpiresAt)
+	if err != nil || time.Now().After(expiresAt) {
+		http.NotFound(w, r)
+		return
+	}
+
+	pkgPath := filepath.Join("storage", "postbox", dt.Filename)
+	if _, err := os.Stat(pkgPath); os.IsNotExist(err) {
+		http.NotFound(w, r)
+		return
+	}
+
+	// Mark as accessed.
+	database.MarkDownloadTokenAccessed(h.DB, token)
+
+	// Build a friendly download filename from the URL suffix, falling back to the token.
+	dlName := dt.Filename
+	if name := chi.URLParam(r, "name"); name != "" {
+		dlName = filepath.Base(name) // prevent path traversal in the suffix
+	}
+
+	w.Header().Set("Content-Type", "application/zip")
+	w.Header().Set("Content-Disposition", fmt.Sprintf(`attachment; filename="%s"`, dlName))
+	http.ServeFile(w, r, pkgPath)
+}
+
+// ---------------------------------------------------------------------------
+// StartDownloadCleanup
+// ---------------------------------------------------------------------------
+
+// StartDownloadCleanup runs a background goroutine that periodically deletes
+// expired download tokens and their associated files from disk.
+func (h *FileHandler) StartDownloadCleanup() {
+	go func() {
+		for {
+			time.Sleep(1 * time.Hour)
+			filenames, err := database.DeleteExpiredDownloadTokens(h.DB)
+			if err != nil {
+				log.Printf("ERROR [%s] handlers: download cleanup: %v",
+					time.Now().Format(time.RFC3339), err)
+				continue
+			}
+			for _, fn := range filenames {
+				path := filepath.Join("storage", "postbox", fn)
+				if err := os.Remove(path); err != nil {
+					log.Printf("WARN  [%s] handlers: download cleanup: remove %s: %v",
+						time.Now().Format(time.RFC3339), path, err)
+				}
+			}
+			if len(filenames) > 0 {
+				log.Printf("INFO  [%s] handlers: download cleanup: removed %d expired packages",
+					time.Now().Format(time.RFC3339), len(filenames))
+			}
+		}
+	}()
+}
+
+// ---------------------------------------------------------------------------
+// Internal helpers
+// ---------------------------------------------------------------------------
+
+// addToZip adds a file to a zip.Writer. Errors are logged but not returned
+// since a missing image in the ZIP is non-fatal — the report is the priority.
+func addToZip(zw *zip.Writer, name string, data []byte) {
+	f, err := zw.Create(name)
+	if err != nil {
+		log.Printf("WARN  [%s] handlers: addToZip: create %q: %v",
+			time.Now().Format(time.RFC3339), name, err)
+		return
+	}
+	if _, err := f.Write(data); err != nil {
+		log.Printf("WARN  [%s] handlers: addToZip: write %q: %v",
+			time.Now().Format(time.RFC3339), name, err)
+	}
+}
+
 // ---------------------------------------------------------------------------
 // Report generation helpers
 // ---------------------------------------------------------------------------
 
 // generateCSV creates a CSV attachment from the provided expenses.
 // The CSV includes a header row and one data row per expense.
-func generateCSV(eventName string, expenses []database.Expense) (*email.Attachment, error) {
+// If the expenses use a different currency than the base currency, both
+// original and converted amounts are included.
+func generateCSV(eventName string, expenses []database.Expense, userName, userDept string) (*email.Attachment, error) {
 	var buf bytes.Buffer
 	writer := csv.NewWriter(&buf)
 
-	// Write header row.
-	if err := writer.Write([]string{"Date", "Merchant", "Amount", "Currency", "Category", "Description"}); err != nil {
-		return nil, fmt.Errorf("write CSV header: %w", err)
+	// Write user metadata row.
+	if userName != "" {
+		metaLine := fmt.Sprintf("Prepared by: %s", userName)
+		if userDept != "" && userDept != "-" {
+			metaLine += fmt.Sprintf(" | Department: %s", userDept)
+		}
+		writer.Write([]string{metaLine})
+		writer.Write([]string{""})
 	}
 
-	// Write one data row per expense.
+	// Total claim summary.
+	var totalClaim float64
+	claimCur := ""
 	for _, exp := range expenses {
-		if err := writer.Write([]string{
-			exp.Date,
-			exp.Merchant,
-			fmt.Sprintf("%.2f", exp.Amount),
-			exp.Currency,
-			exp.Category,
-			exp.Description,
-		}); err != nil {
-			return nil, fmt.Errorf("write CSV row: %w", err)
+		cAmt := exp.ConvertedAmount
+		if cAmt <= 0 {
+			cAmt = exp.Amount
+		}
+		totalClaim += cAmt
+		if claimCur == "" && exp.BaseCurrency != "" {
+			claimCur = exp.BaseCurrency
 		}
 	}
+	if claimCur == "" && len(expenses) > 0 {
+		claimCur = expenses[0].Currency
+	}
+	writer.Write([]string{fmt.Sprintf("Total Claim: %.2f %s", totalClaim, claimCur)})
+	writer.Write([]string{""})
+
+	// Write header row with both local and claim columns.
+	header := []string{"#", "Date", "Merchant", "Local Amt", "Currency", "Claim Amt", "Claim Curr", "Category", "Description"}
+	writer.Write(header)
+
+	// Write data rows.
+	var tableLocal, tableClaim float64
+	for i, exp := range expenses {
+		claimAmt := exp.ConvertedAmount
+		claimCur := exp.BaseCurrency
+		if claimAmt <= 0 {
+			claimAmt = exp.Amount
+		}
+		if claimCur == "" {
+			claimCur = exp.Currency
+		}
+		row := []string{
+			fmt.Sprintf("%d", i+1),
+			exp.Date, exp.Merchant,
+			fmt.Sprintf("%.2f", exp.Amount), exp.Currency,
+			fmt.Sprintf("%.2f", claimAmt), claimCur,
+			exp.Category, exp.Description,
+		}
+		writer.Write(row)
+		tableLocal += exp.Amount
+		tableClaim += claimAmt
+	}
+
+	// Write totals row.
+	writer.Write([]string{"TOTAL", "", "", fmt.Sprintf("%.2f", tableLocal), "", fmt.Sprintf("%.2f", tableClaim), "", "", ""})
 
 	writer.Flush()
 	if err := writer.Error(); err != nil {
 		return nil, fmt.Errorf("CSV writer flush: %w", err)
 	}
 
+	filename := fmt.Sprintf("expense-%s-report.csv", sanitiseFilename(eventName))
 	return &email.Attachment{
-		Filename: "report.csv",
+		Filename: filename,
 		Content:  buf.Bytes(),
 	}, nil
 }
 
 // generatePDF creates a PDF attachment from the provided expenses using gofpdf.
 // The PDF contains a title row, a header row, and one data row per expense.
-func generatePDF(eventName string, expenses []database.Expense) (*email.Attachment, error) {
-	pdf := gofpdf.New("P", "mm", "A4", "")
+// If the expenses use a different currency than the base currency, both
+// original and converted amounts are included.
+func generatePDF(eventName string, expenses []database.Expense, userName, userDept string) (*email.Attachment, error) {
+	pdf := gofpdf.New("L", "mm", "A4", "")
 	pdf.AddPage()
 
-	// Title: "Expense Report: <event name>"
-	pdf.SetFont("Helvetica", "B", 16)
+	// Title.
+	pdf.SetFont("Helvetica", "B", 14)
 	pdf.Cell(0, 10, "Expense Report: "+eventName)
-	pdf.Ln(15)
-
-	// Table header row.
-	pdf.SetFont("Helvetica", "B", 10)
-	headers := []string{"Date", "Merchant", "Amount", "Currency", "Category"}
-	for _, h := range headers {
-		pdf.Cell(35, 8, h)
-	}
 	pdf.Ln(8)
 
+	// User info.
+	if userName != "" {
+		pdf.SetFont("Helvetica", "", 9)
+		infoLine := fmt.Sprintf("Prepared by: %s", userName)
+		if userDept != "" && userDept != "-" {
+			infoLine += fmt.Sprintf(" | Department: %s", userDept)
+		}
+		pdf.Cell(0, 6, infoLine)
+		pdf.Ln(6)
+	}
+
+	// Total claim summary.
+	var totalClaim float64
+	claimCur := ""
+	for _, exp := range expenses {
+		cAmt := exp.ConvertedAmount
+		if cAmt <= 0 {
+			cAmt = exp.Amount
+		}
+		totalClaim += cAmt
+		if claimCur == "" && exp.BaseCurrency != "" {
+			claimCur = exp.BaseCurrency
+		}
+	}
+	if claimCur == "" && len(expenses) > 0 {
+		claimCur = expenses[0].Currency
+	}
+	pdf.SetFont("Helvetica", "B", 10)
+	pdf.Cell(0, 8, fmt.Sprintf("Total Claim: %.2f %s", totalClaim, claimCur))
+	pdf.Ln(12)
+
+	// Table header.
+	pdf.SetFont("Helvetica", "B", 8)
+	headers := []string{"#", "Date", "Merchant", "Local Amt", "Cur", "Claim Amt", "Claim", "Category", "Description"}
+	colWidths := []float64{7, 22, 52, 18, 12, 18, 12, 36, 100}
+	for i, h := range headers {
+		pdf.Cell(colWidths[i], 7, h)
+	}
+	pdf.Ln(7)
+
 	// Table data rows.
-	pdf.SetFont("Helvetica", "", 10)
-	for _, exp := range expenses {
-		pdf.Cell(35, 8, exp.Date)
-		pdf.Cell(35, 8, exp.Merchant)
-		pdf.Cell(20, 8, fmt.Sprintf("%.2f", exp.Amount))
-		pdf.Cell(20, 8, exp.Currency)
-		pdf.Cell(35, 8, exp.Category)
-		pdf.Ln(8)
+	pdf.SetFont("Helvetica", "", 8)
+	marginBottom := 18.0
+	var totalLocal, tableClaim float64
+	for i, exp := range expenses {
+		if pdf.GetY() > 210-marginBottom {
+			pdf.AddPage()
+			pdf.SetFont("Helvetica", "B", 8)
+			for j, h := range headers {
+				pdf.Cell(colWidths[j], 7, h)
+			}
+			pdf.Ln(7)
+			pdf.SetFont("Helvetica", "", 8)
+		}
+		// Compute claim amount (auto-calc if not set).
+		claimAmt := exp.ConvertedAmount
+		claimCur := exp.BaseCurrency
+		if claimAmt <= 0 {
+			claimAmt = exp.Amount
+		}
+		if claimCur == "" {
+			claimCur = exp.Currency
+		}
+		itemNum := i + 1
+		pdf.Cell(colWidths[0], 6, fmt.Sprintf("%d", itemNum))
+		pdf.Cell(colWidths[1], 6, exp.Date)
+		pdf.Cell(colWidths[2], 6, exp.Merchant)
+		pdf.Cell(colWidths[3], 6, fmt.Sprintf("%.2f", exp.Amount))
+		pdf.Cell(colWidths[4], 6, exp.Currency)
+		pdf.Cell(colWidths[5], 6, fmt.Sprintf("%.2f", claimAmt))
+		pdf.Cell(colWidths[6], 6, claimCur)
+		pdf.Cell(colWidths[7], 6, exp.Category)
+		pdf.Cell(colWidths[8], 6, exp.Description)
+		pdf.Ln(6)
+		totalLocal += exp.Amount
+		tableClaim += claimAmt
 	}
 
-	// Write the PDF document to a memory buffer.
+	// Totals row in claim currency.
+	pdf.SetDrawColor(71, 85, 105)
+	pdf.Line(10, pdf.GetY()+1, 287, pdf.GetY()+1)
+	pdf.Ln(3)
+	pdf.SetFont("Helvetica", "B", 9)
+	claimTotalCur := ""
+	for _, exp := range expenses {
+		if exp.BaseCurrency != "" {
+			claimTotalCur = exp.BaseCurrency
+			break
+		}
+	}
+	if claimTotalCur == "" {
+		claimTotalCur = expenses[0].Currency
+	}
+	pdf.Cell(colWidths[0], 8, "")
+	pdf.Cell(colWidths[1], 8, "")
+	pdf.Cell(colWidths[2], 8, "TOTAL")
+	pdf.Cell(colWidths[3], 8, fmt.Sprintf("%.2f", totalLocal))
+	pdf.Cell(colWidths[4], 8, "")
+	pdf.Cell(colWidths[5], 8, fmt.Sprintf("%.2f", tableClaim))
+	pdf.Cell(colWidths[6], 8, claimTotalCur)
+	pdf.Cell(colWidths[7], 8, "")
+	pdf.Cell(colWidths[8], 8, "")
+
+	// Write to buffer.
 	var buf bytes.Buffer
 	if err := pdf.Output(&buf); err != nil {
 		return nil, fmt.Errorf("PDF output: %w", err)
 	}
 
+	filename := fmt.Sprintf("expense-%s-report.pdf", sanitiseFilename(eventName))
 	return &email.Attachment{
-		Filename: "report.pdf",
+		Filename: filename,
 		Content:  buf.Bytes(),
 	}, nil
 }
+
+// createReceiptZip creates a ZIP archive containing all receipt images from the
+// given expenses. Each image is named {event-name}-{index}.{ext} inside the ZIP.
+// Returns nil if there are no expenses with images, or if all image files are
+// missing from disk.
+func createReceiptZip(eventName string, expenses []database.Expense) (*email.Attachment, error) {
+	safeName := sanitiseFilename(eventName)
+	if safeName == "" {
+		safeName = "event"
+	}
+
+	var buf bytes.Buffer
+	zw := zip.NewWriter(&buf)
+	added := 0
+
+	for i, exp := range expenses {
+		if exp.ImagePath == "" {
+			continue
+		}
+
+		// Normalize path (strip legacy "storage/" prefix if present),
+		// then construct the full path safely within the storage directory.
+		// filepath.Base prevents path traversal by extracting only the filename.
+		normPath := normalizeImagePath(exp.ImagePath)
+		safePath := filepath.Join("storage", filepath.Base(normPath))
+
+		// Read the image file from disk.
+		data, err := os.ReadFile(safePath)
+		if err != nil {
+			log.Printf("WARN  [%s] handlers: createReceiptZip: reading %q: %v",
+				time.Now().Format(time.RFC3339), safePath, err)
+			continue
+		}
+
+		// Determine file extension from the image path.
+		ext := filepath.Ext(exp.ImagePath)
+		if ext == "" {
+			ext = ".jpg"
+		}
+
+		filename := fmt.Sprintf("%s-%d%s", safeName, i+1, ext)
+		f, err := zw.Create(filename)
+		if err != nil {
+			log.Printf("WARN  [%s] handlers: createReceiptZip: creating entry %q: %v",
+				time.Now().Format(time.RFC3339), filename, err)
+			continue
+		}
+		if _, err := f.Write(data); err != nil {
+			log.Printf("WARN  [%s] handlers: createReceiptZip: writing %q: %v",
+				time.Now().Format(time.RFC3339), filename, err)
+			continue
+		}
+		added++
+	}
+
+	if err := zw.Close(); err != nil {
+		return nil, fmt.Errorf("closing zip: %w", err)
+	}
+
+	if added == 0 {
+		log.Printf("INFO  [%s] handlers: createReceiptZip: no receipt images found for event %q",
+			time.Now().Format(time.RFC3339), eventName)
+		return nil, nil
+	}
+
+	return &email.Attachment{
+		Filename: fmt.Sprintf("expense-%s-images.zip", safeName),
+		Content:  buf.Bytes(),
+	}, nil
+}
+
+// renderFileError writes an HTMX-compatible error fragment targeted at the
+// #submit-error container on the event expenses page. Using a 200 status
+// ensures HTMX always swaps the content (HTMX skips 4xx/5xx by default).
+func renderFileError(w http.ResponseWriter, message string) {
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	w.Header().Set("HX-Retarget", "#submit-error")
+	w.WriteHeader(http.StatusOK)
+	fmt.Fprintf(w, `<div id="submit-error" style="background: #450a0a; border: 1px solid #7f1d1d; color: #fca5a5; padding: 0.75rem; border-radius: 0.5rem; margin-bottom: 1rem;">%s</div>`,
+		template.HTMLEscapeString(message))
+}
+
+// truncateString truncates a string to the given maximum length, appending "…"
+// if the string was shortened.
+func truncateString(s string, maxLen int) string {
+	if len(s) <= maxLen {
+		return s
+	}
+	return s[:maxLen-1] + "…"
+}
+
+// sanitiseFilename converts a string into a safe filename (alphanumerics,
+// hyphens, underscores only — no spaces or special characters).
+func sanitiseFilename(s string) string {
+	var result []rune
+	for _, r := range s {
+		if (r >= 'a' && r <= 'z') || (r >= 'A' && r <= 'Z') || (r >= '0' && r <= '9') || r == '-' || r == '_' {
+			result = append(result, r)
+		} else if r == ' ' || r == '.' {
+			result = append(result, '-')
+		}
+	}
+	if len(result) == 0 {
+		return "expenses"
+	}
+	return strings.Trim(string(result), "-")
+}

internal/handlers/helpers.go

@@ -0,0 +1,29 @@
+package handlers
+
+import (
+	"database/sql"
+	"strings"
+
+	"github.com/cclohmar/NextExpense/internal/database"
+)
+
+// normalizeImagePath strips a legacy "storage/" prefix if present, so that
+// the template can safely build "/storage/{filename}" URLs regardless of
+// whether the database entry was stored as "uuid.jpg" or "storage/uuid.jpg".
+func normalizeImagePath(path string) string {
+	return strings.TrimPrefix(path, "storage/")
+}
+
+// verifyMonthOwnership checks that a month exists and belongs to the given user.
+// If monthID is empty (pre-migration events), returns true since event ownership
+// was already verified by the caller.
+func verifyMonthOwnership(db *sql.DB, monthID, userID string) bool {
+	if monthID == "" {
+		return true
+	}
+	month, err := database.GetMonthByID(db, monthID)
+	if err != nil || month == nil {
+		return false
+	}
+	return month.UserID == userID
+}

internal/handlers/months.go

@@ -0,0 +1,818 @@
+// Package handlers provides HTTP request handlers for NextExpense.
+//
+// This file implements month management endpoints including month listing,
+// creation, editing, deletion, event viewing within a month, and monthly
+// report generation that aggregates all events across a month.
+package handlers
+
+import (
+	"archive/zip"
+	"bytes"
+	"crypto/rand"
+	"database/sql"
+	"encoding/hex"
+	"fmt"
+	"html/template"
+	"log"
+	"net/http"
+	"os"
+	"path/filepath"
+	"sort"
+	"strconv"
+	"strings"
+	"time"
+
+	"github.com/cclohmar/NextExpense/internal/database"
+	"github.com/cclohmar/NextExpense/internal/email"
+	"github.com/cclohmar/NextExpense/internal/utils"
+	"github.com/go-chi/chi/v5"
+	"github.com/jung-kurt/gofpdf"
+)
+
+// ---------------------------------------------------------------------------
+// MonthHandler
+// ---------------------------------------------------------------------------
+
+// MonthHandler groups HTTP handlers related to month management.
+// It depends on a shared *sql.DB handle for database operations and an
+// optional *email.Sender for delivering monthly reports via email.
+type MonthHandler struct {
+	DB          *sql.DB
+	EmailSender *email.Sender
+}
+
+// NewMonthHandler creates a new MonthHandler with the given database handle.
+func NewMonthHandler(db *sql.DB) *MonthHandler {
+	return &MonthHandler{DB: db}
+}
+
+// ---------------------------------------------------------------------------
+// GET /dashboard — ListMonths (replaces old EventHandler.Dashboard)
+// ---------------------------------------------------------------------------
+
+// ListMonths renders the main dashboard page showing all months belonging
+// to the authenticated user, along with the create month form.
+func (h *MonthHandler) ListMonths(w http.ResponseWriter, r *http.Request) {
+	userID := getUserID(r)
+	if userID == "" {
+		log.Printf("ERROR [%s] handlers: ListMonths: missing user ID", time.Now().Format(time.RFC3339))
+		http.Error(w, "Unauthorized", http.StatusUnauthorized)
+		return
+	}
+
+	// Redirect to onboarding if the user hasn't completed it yet.
+	user, _ := database.GetUserByID(h.DB, userID)
+	if user != nil && !user.Onboarded {
+		w.Header().Set("HX-Redirect", "/onboarding")
+		w.WriteHeader(http.StatusOK)
+		return
+	}
+
+	months, err := database.GetMonthsByUser(h.DB, userID)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: ListMonths: GetMonthsByUser: %v",
+			time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Failed to load months", http.StatusInternalServerError)
+		return
+	}
+
+	// Sort by month name descending (latest first): "December 2026" before "January 2026".
+	sort.Slice(months, func(i, j int) bool {
+		yi, mi := parseMonthName(months[i].Name)
+		yj, mj := parseMonthName(months[j].Name)
+		if yi != yj {
+			return yi > yj
+		}
+		return mi > mj
+	})
+
+	// Compute total claim per month.
+	type MonthWithTotal struct {
+		Month database.Month
+		Total float64
+	}
+	var items []MonthWithTotal
+	for _, m := range months {
+		total, _ := database.GetMonthTotalClaim(h.DB, m.ID)
+		items = append(items, MonthWithTotal{Month: m, Total: total})
+	}
+
+	tmpl := getTemplate("dashboard.html")
+
+	data := map[string]interface{}{
+		"Months": items,
+	}
+
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	if err := tmpl.Execute(w, data); err != nil {
+		log.Printf("ERROR [%s] handlers: ListMonths: execute template: %v",
+			time.Now().Format(time.RFC3339), err)
+	}
+}
+
+// ---------------------------------------------------------------------------
+// POST /months — CreateMonth
+// ---------------------------------------------------------------------------
+
+// CreateMonth handles the creation of a new month for the authenticated user.
+func (h *MonthHandler) CreateMonth(w http.ResponseWriter, r *http.Request) {
+	userID := getUserID(r)
+	if userID == "" {
+		log.Printf("ERROR [%s] handlers: CreateMonth: missing user ID", time.Now().Format(time.RFC3339))
+		http.Error(w, "Unauthorized", http.StatusUnauthorized)
+		return
+	}
+
+	month := strings.TrimSpace(r.FormValue("month"))
+	year := strings.TrimSpace(r.FormValue("year"))
+	if month == "" || year == "" {
+		log.Printf("ERROR [%s] handlers: CreateMonth: missing month or year", time.Now().Format(time.RFC3339))
+		http.Error(w, "Month and year are required", http.StatusBadRequest)
+		return
+	}
+	name := month + " " + year
+
+	id := utils.NewUUID()
+	if err := database.CreateMonth(h.DB, id, userID, name); err != nil {
+		log.Printf("ERROR [%s] handlers: CreateMonth: %v",
+			time.Now().Format(time.RFC3339), err)
+		http.Error(w, "Failed to create month", http.StatusInternalServerError)
+		return
+	}
+
+	w.Header().Set("HX-Redirect", "/dashboard")
+	w.WriteHeader(http.StatusOK)
+}
+
+// ---------------------------------------------------------------------------
+// GET /months/{mid} — ViewMonth
+// ---------------------------------------------------------------------------
+
+// ViewMonth displays all events under a given month.
+func (h *MonthHandler) ViewMonth(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	if monthID == "" {
+		http.Error(w, "Missing month ID", http.StatusBadRequest)
+		return
+	}
+
+	userID := getUserID(r)
+	if userID == "" {
+		http.Error(w, "Unauthorized", http.StatusUnauthorized)
+		return
+	}
+
+	month, err := database.GetMonthByID(h.DB, monthID)
+	if err != nil || month == nil {
+		http.Error(w, "Month not found", http.StatusNotFound)
+		return
+	}
+	if month.UserID != userID {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	events, err := database.GetEventsByMonth(h.DB, monthID)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: ViewMonth: GetEventsByMonth(%s): %v",
+			time.Now().Format(time.RFC3339), monthID, err)
+		http.Error(w, "Failed to load events", http.StatusInternalServerError)
+		return
+	}
+
+	// Compute total claim per event.
+	type EventWithTotal struct {
+		Event    database.Event
+		Total    float64
+		Currency string
+	}
+	var items []EventWithTotal
+	for _, evt := range events {
+		total, _ := database.GetEventTotalClaim(h.DB, evt.ID)
+		items = append(items, EventWithTotal{Event: evt, Total: total, Currency: evt.BaseCurrency})
+	}
+
+	tmpl := getTemplate("month_events.html")
+
+	data := map[string]interface{}{
+		"Month":  month,
+		"Events": items,
+	}
+
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	if err := tmpl.Execute(w, data); err != nil {
+		log.Printf("ERROR [%s] handlers: ViewMonth: execute template: %v",
+			time.Now().Format(time.RFC3339), err)
+	}
+}
+
+// ---------------------------------------------------------------------------
+// GET /months/{mid}/edit — EditMonth
+// ---------------------------------------------------------------------------
+
+// EditMonth returns an inline edit form fragment for a month.
+func (h *MonthHandler) EditMonth(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	month, err := database.GetMonthByID(h.DB, monthID)
+	if err != nil || month == nil || month.UserID != getUserID(r) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	fmt.Fprintf(w, `<div class="card" style="padding: 1rem;">
+	<h3 style="margin-bottom: 1rem;">Edit Month</h3>
+	<form hx-put="/months/%s" hx-target="body" hx-push-url="true">
+		<div class="form-group">
+			<label class="form-label">Month Name</label>
+			<input type="text" name="name" value="%s" placeholder="e.g. July 2026">
+		</div>
+		<button type="submit" class="btn btn-primary btn-block">Save Changes</button>
+		<div style="display:flex; gap:0.5rem; margin-top:0.5rem;">
+			<button type="button" class="btn btn-secondary" style="flex:1; text-align:center;"
+				onclick="document.getElementById('create-form').innerHTML='';document.getElementById('create-form').classList.add('hidden')">Cancel</button>
+			<button type="button" class="btn btn-secondary" style="flex:1; text-align:center; color:#fca5a5; border-color:#7f1d1d;"
+				onclick="if(confirm('Delete this month and ALL its events and receipts?')){htmx.trigger('#delete-month-%s','click')}">Delete</button>
+			<div hx-delete="/months/%s" hx-target="body" hx-push-url="true" id="delete-month-%s" style="display:none"></div>
+		</div>
+	</form>
+</div>`, month.ID, template.HTMLEscapeString(month.Name), month.ID, month.ID, month.ID)
+}
+
+// ---------------------------------------------------------------------------
+// PUT /months/{mid} — UpdateMonth
+// ---------------------------------------------------------------------------
+
+// UpdateMonth updates a month's name after ownership verification.
+func (h *MonthHandler) UpdateMonth(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	month, err := database.GetMonthByID(h.DB, monthID)
+	if err != nil || month == nil || month.UserID != getUserID(r) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	name := strings.TrimSpace(r.FormValue("name"))
+	if name == "" {
+		http.Error(w, "Month name is required", http.StatusBadRequest)
+		return
+	}
+
+	if err := database.UpdateMonth(h.DB, monthID, name); err != nil {
+		log.Printf("ERROR [%s] handlers: UpdateMonth(%s): %v", time.Now().Format(time.RFC3339), monthID, err)
+		http.Error(w, "Failed to update month", http.StatusInternalServerError)
+		return
+	}
+
+	w.Header().Set("HX-Redirect", "/dashboard")
+	w.WriteHeader(http.StatusOK)
+}
+
+// ---------------------------------------------------------------------------
+// DELETE /months/{mid} — DeleteMonth
+// ---------------------------------------------------------------------------
+
+// DeleteMonth removes a month and all its events (cascade deletes expenses).
+func (h *MonthHandler) DeleteMonth(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	month, err := database.GetMonthByID(h.DB, monthID)
+	if err != nil || month == nil || month.UserID != getUserID(r) {
+		http.Error(w, "Forbidden", http.StatusForbidden)
+		return
+	}
+
+	if err := database.DeleteMonth(h.DB, monthID); err != nil {
+		log.Printf("ERROR [%s] handlers: DeleteMonth(%s): %v", time.Now().Format(time.RFC3339), monthID, err)
+		http.Error(w, "Failed to delete month", http.StatusInternalServerError)
+		return
+	}
+
+	w.Header().Set("HX-Redirect", "/dashboard")
+	w.WriteHeader(http.StatusOK)
+}
+
+// ---------------------------------------------------------------------------
+// POST /months/{mid}/generate — GenerateMonthlyReport
+// ---------------------------------------------------------------------------
+
+// GenerateMonthlyReport aggregates all expenses across all events in a month
+// into a single report package (CSV/PDF + all receipt images ZIP), stores
+// it with a download token, and returns an HTMX fragment with download link.
+func (h *MonthHandler) GenerateMonthlyReport(w http.ResponseWriter, r *http.Request) {
+	monthID := chi.URLParam(r, "mid")
+	if monthID == "" {
+		renderFileError(w, "Missing month ID.")
+		return
+	}
+
+	if err := r.ParseForm(); err != nil {
+		renderFileError(w, "Cannot parse form data.")
+		return
+	}
+
+	userID := getUserID(r)
+	if userID == "" {
+		renderFileError(w, "Session expired. Please log in again.")
+		return
+	}
+
+	month, err := database.GetMonthByID(h.DB, monthID)
+	if err != nil || month == nil {
+		renderFileError(w, "Month not found.")
+		return
+	}
+	if month.UserID != userID {
+		renderFileError(w, "You do not have permission to access this month.")
+		return
+	}
+
+	// Get all events for this month.
+	events, err := database.GetEventsByMonth(h.DB, monthID)
+	if err != nil {
+		renderFileError(w, "Failed to retrieve events.")
+		return
+	}
+	if len(events) == 0 {
+		renderFileError(w, "No events in this month.")
+		return
+	}
+
+	// Aggregate all expenses across all events.
+	var allExpenses []database.Expense
+	for _, evt := range events {
+		expenses, err := database.GetExpensesByEvent(h.DB, evt.ID)
+		if err != nil {
+			continue
+		}
+		allExpenses = append(allExpenses, expenses...)
+	}
+	if len(allExpenses) == 0 {
+		renderFileError(w, "No expenses to include in the report.")
+		return
+	}
+
+	// Fetch user info for report personalisation.
+	repUser, _ := database.GetUserByID(h.DB, userID)
+	uName := ""
+	uDept := ""
+	if repUser != nil {
+		uName = repUser.Name
+		uDept = repUser.Department
+	}
+
+	// Generate both CSV and PDF reports.
+	csvAtt, err := generateMonthlyCSV(month.Name, events, allExpenses, uName, uDept)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: GenerateMonthlyReport: generate CSV: %v",
+			time.Now().Format(time.RFC3339), err)
+		renderFileError(w, "Failed to generate report.")
+		return
+	}
+	pdfAtt, err := generateMonthlyPDF(month.Name, events, allExpenses, uName, uDept)
+	if err != nil {
+		log.Printf("ERROR [%s] handlers: GenerateMonthlyReport: generate PDF: %v",
+			time.Now().Format(time.RFC3339), err)
+		renderFileError(w, "Failed to generate report.")
+		return
+	}
+
+	// Package everything into a single flat ZIP.
+	var pkgBuf bytes.Buffer
+	pkg := zip.NewWriter(&pkgBuf)
+
+	addToZip(pkg, csvAtt.Filename, csvAtt.Content)
+	addToZip(pkg, pdfAtt.Filename, pdfAtt.Content)
+
+	// Add all receipt images from all events.
+	imgIdx := 0
+	for _, evt := range events {
+		expenses, _ := database.GetExpensesByEvent(h.DB, evt.ID)
+		for _, exp := range expenses {
+			if exp.ImagePath == "" {
+				continue
+			}
+			normPath := normalizeImagePath(exp.ImagePath)
+			safePath := filepath.Join("storage", filepath.Base(normPath))
+			data, err := os.ReadFile(safePath)
+			if err != nil {
+				continue
+			}
+			ext := filepath.Ext(exp.ImagePath)
+			if ext == "" {
+				ext = ".jpg"
+			}
+			imgIdx++
+			imgName := fmt.Sprintf("receipt-%d%s", imgIdx, ext)
+			addToZip(pkg, imgName, data)
+		}
+	}
+
+	if err := pkg.Close(); err != nil {
+		renderFileError(w, "Failed to create package.")
+		return
+	}
+
+	// Save to postbox directory.
+	os.MkdirAll("storage/postbox", 0755)
+
+	tokenBytes := make([]byte, 32)
+	if _, err := rand.Read(tokenBytes); err != nil {
+		renderFileError(w, "Failed to generate download token.")
+		return
+	}
+	token := hex.EncodeToString(tokenBytes)
+
+	safeMonth := sanitiseFilename(month.Name)
+	if safeMonth == "" {
+		safeMonth = "monthly-report"
+	}
+	dlName := safeMonth + ".zip"
+	pkgFilename := token + ".zip"
+	pkgPath := filepath.Join("storage", "postbox", pkgFilename)
+
+	if err := os.WriteFile(pkgPath, pkgBuf.Bytes(), 0644); err != nil {
+		log.Printf("ERROR [%s] handlers: GenerateMonthlyReport: write %s: %v",
+			time.Now().Format(time.RFC3339), pkgPath, err)
+		renderFileError(w, "Failed to save report package.")
+		return
+	}
+
+	// Store token in DB (24h expiry). Use monthID as event_id for token tracking.
+	expiresAt := time.Now().Add(24 * time.Hour).Format(time.RFC3339)
+	if err := database.CreateDownloadToken(h.DB, token, monthID, pkgFilename, expiresAt); err != nil {
+		os.Remove(pkgPath)
+		renderFileError(w, "Failed to store download token.")
+		return
+	}
+
+	log.Printf("INFO  [%s] handlers: GenerateMonthlyReport: package %s created for month %s",
+		time.Now().Format(time.RFC3339), pkgFilename, monthID)
+
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	fmt.Fprintf(w, `<div id="report-package" style="background: #064e3b; border: 1px solid #065f46; border-radius: 0.5rem; padding: 1rem; margin-top: 1rem;">
+	<div style="font-weight: 600; color: #6ee7b7; margin-bottom: 0.5rem;">Monthly Report Ready</div>
+	<p style="font-size: 0.8rem; color: var(--color-text-muted); margin-bottom: 0.75rem;">CSV + PDF &amp; %d events, %d receipt images packaged.</p>
+	<div style="display: flex; gap: 0.5rem; margin-bottom: 0.75rem;">
+		<a href="/dl/%s/%s" class="btn btn-primary" style="flex:1; text-align:center; text-decoration:none; font-size:0.85rem;" download>⬇ Download Now</a>
+	</div>
+	<div style="border-top: 1px solid #065f46; padding-top: 0.75rem;">
+		<p style="font-size: 0.75rem; color: var(--color-text-muted); margin-bottom: 0.5rem;">Or send a download link via email:</p>
+		<form hx-post="/months/%s/send-link" hx-target="#send-link-result" hx-indicator="#send-link-spinner" style="display: flex; gap: 0.5rem;">
+			<input type="hidden" name="token" value="%s">
+			<input type="email" name="email" placeholder="finance@company.com" required style="flex:1; padding:0.5rem; border:1px solid #475569; border-radius:0.375rem; background:#1e293b; color:#f8fafc; font-size:0.85rem;">
+			<button type="submit" class="btn btn-secondary" style="font-size:0.85rem; white-space:nowrap;">Send Link</button>
+		</form>
+		<div id="send-link-spinner" class="htmx-indicator" style="text-align:center; padding:0.5rem;"><div class="spinner"></div></div>
+		<div id="send-link-result"></div>
+	</div>
+</div>`,
+		len(events), imgIdx,
+		template.HTMLEscapeString(token), template.HTMLEscapeString(dlName),
+		template.HTMLEscapeString(monthID), template.HTMLEscapeString(token))
+}
+
+// ---------------------------------------------------------------------------
+// POST /months/{mid}/send-link — SendMonthlyDownloadLink
+// ---------------------------------------------------------------------------
+
+// SendMonthlyDownloadLink emails a download link for a previously generated
+// monthly report package.
+func (h *MonthHandler) SendMonthlyDownloadLink(w http.ResponseWriter, r *http.Request) {
+	if err := r.ParseForm(); err != nil {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Failed to parse form.</div>`)
+		return
+	}
+
+	token := strings.TrimSpace(r.FormValue("token"))
+	to := strings.TrimSpace(r.FormValue("email"))
+	if token == "" || to == "" {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Token and email are required.</div>`)
+		return
+	}
+
+	// Verify token exists.
+	dt, err := database.GetDownloadTokenByToken(h.DB, token)
+	if err != nil || dt == nil {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Invalid or expired download token.</div>`)
+		return
+	}
+
+	// For monthly reports, the token's event_id stores the month_id.
+	// Verify the month belongs to the user.
+	month, err := database.GetMonthByID(h.DB, dt.EventID)
+	if err != nil || month == nil || month.UserID != getUserID(r) {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Permission denied.</div>`)
+		return
+	}
+
+	if h.EmailSender == nil {
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">SMTP not configured.</div>`)
+		return
+	}
+
+	scheme := "https"
+	host := r.Host
+	baseURL := os.Getenv("BASE_URL")
+	if host == "" && baseURL != "" {
+		if strings.HasPrefix(baseURL, "https://") {
+			host = strings.TrimPrefix(baseURL, "https://")
+		} else if strings.HasPrefix(baseURL, "http://") {
+			scheme = "http"
+			host = strings.TrimPrefix(baseURL, "http://")
+		}
+	}
+	if host == "" {
+		host = "localhost:8080"
+	}
+
+	safeName := sanitiseFilename(month.Name)
+	if safeName == "" {
+		safeName = "monthly-report"
+	}
+	link := fmt.Sprintf("%s://%s/dl/%s/%s.zip", scheme, host, token, safeName)
+
+	// Fetch user name for the subject line.
+	user, _ := database.GetUserByID(h.DB, getUserID(r))
+	userName := ""
+	if user != nil {
+		userName = user.Name
+	}
+
+	subject := fmt.Sprintf("%s | Monthly Expense Report: %s", userName, month.Name)
+	if userName == "" {
+		subject = "Monthly Expense Report: " + month.Name
+	}
+	body := fmt.Sprintf("Monthly expense report for %s is ready.\n\nDownload: %s\n\nThis link expires in 24 hours.", month.Name, link)
+
+	if err := h.EmailSender.SendReport(to, subject, body, nil); err != nil {
+		log.Printf("ERROR [%s] handlers: SendMonthlyDownloadLink: %v",
+			time.Now().Format(time.RFC3339), err)
+		w.Header().Set("Content-Type", "text/html; charset=utf-8")
+		fmt.Fprintf(w, `<div style="color:#fca5a5; font-size:0.8rem;">Failed to send: %s</div>`,
+			template.HTMLEscapeString(err.Error()))
+		return
+	}
+
+	w.Header().Set("Content-Type", "text/html; charset=utf-8")
+	fmt.Fprintf(w, `<div style="color:#6ee7b7; font-size:0.8rem; margin-top:0.5rem;">Download link sent to %s.</div>`,
+		template.HTMLEscapeString(to))
+}
+
+// ---------------------------------------------------------------------------
+// Monthly report generation helpers
+// ---------------------------------------------------------------------------
+
+// generateMonthlyCSV creates a CSV attachment aggregating expenses across
+// all events in a month. Each event is prefixed with a section header.
+func generateMonthlyCSV(monthName string, events []database.Event, expenses []database.Expense, userName, userDept string) (*email.Attachment, error) {
+	var buf bytes.Buffer
+	buf.WriteString(fmt.Sprintf("Monthly Expense Report: %s\r\n", monthName))
+	if userName != "" {
+		metaLine := fmt.Sprintf("Prepared by: %s", userName)
+		if userDept != "" && userDept != "-" {
+			metaLine += fmt.Sprintf(" | Department: %s", userDept)
+		}
+		buf.WriteString(metaLine + "\r\n")
+	}
+	buf.WriteString("\r\n")
+
+	// Total claim summary.
+	var totalClaim float64
+	claimCur := ""
+	for _, exp := range expenses {
+		cAmt := exp.ConvertedAmount
+		if cAmt <= 0 {
+			cAmt = exp.Amount
+		}
+		totalClaim += cAmt
+		if claimCur == "" && exp.BaseCurrency != "" {
+			claimCur = exp.BaseCurrency
+		}
+	}
+	if claimCur == "" && len(expenses) > 0 {
+		claimCur = expenses[0].Currency
+	}
+	buf.WriteString(fmt.Sprintf("Total Claim: %.2f %s\r\n", totalClaim, claimCur))
+	buf.WriteString("\r\n")
+
+	// Group expenses by event.
+	expensesByEvent := make(map[string][]database.Expense)
+	eventNames := make(map[string]string)
+	for _, evt := range events {
+		eventNames[evt.ID] = evt.Name
+	}
+	for _, exp := range expenses {
+		expensesByEvent[exp.EventID] = append(expensesByEvent[exp.EventID], exp)
+	}
+
+	itemNum := 1
+	var grandLocal, grandClaim float64
+
+	for _, evt := range events {
+		evtExpenses := expensesByEvent[evt.ID]
+		if len(evtExpenses) == 0 {
+			continue
+		}
+
+		buf.WriteString(fmt.Sprintf("\r\n--- %s ---\r\n", eventNames[evt.ID]))
+		buf.WriteString("#,Date,Merchant,Local Amt,Currency,Claim Amt,Claim Curr,Category,Description\r\n")
+
+		var evtLocal, evtClaim float64
+		for _, exp := range evtExpenses {
+			claimAmt := exp.ConvertedAmount
+			claimCur := exp.BaseCurrency
+			if claimAmt <= 0 {
+				claimAmt = exp.Amount
+			}
+			if claimCur == "" {
+				claimCur = exp.Currency
+			}
+			buf.WriteString(fmt.Sprintf("%d,%s,%s,%.2f,%s,%.2f,%s,%s,%s\r\n",
+				itemNum, exp.Date, exp.Merchant, exp.Amount, exp.Currency, claimAmt, claimCur, exp.Category, exp.Description))
+			evtLocal += exp.Amount
+			evtClaim += claimAmt
+			itemNum++
+		}
+		buf.WriteString(fmt.Sprintf("Event Total,,,%.2f,,%.2f,,\r\n", evtLocal, evtClaim))
+		grandLocal += evtLocal
+		grandClaim += evtClaim
+	}
+	buf.WriteString(fmt.Sprintf("\r\nGrand Total,,,%.2f,,%.2f,,\r\n", grandLocal, grandClaim))
+
+	filename := fmt.Sprintf("monthly-%s-report.csv", sanitiseFilename(monthName))
+	return &email.Attachment{
+		Filename: filename,
+		Content:  []byte(buf.String()),
+	}, nil
+}
+
+// generateMonthlyPDF creates a landscape PDF attachment aggregating expenses
+// across all events in a month, with a section per event. Full text, no truncation.
+func generateMonthlyPDF(monthName string, events []database.Event, expenses []database.Expense, userName, userDept string) (*email.Attachment, error) {
+	pdf := gofpdf.New("L", "mm", "A4", "")
+	pdf.AddPage()
+
+	// Title.
+	pdf.SetFont("Helvetica", "B", 14)
+	pdf.Cell(0, 10, "Monthly Expense Report: "+monthName)
+	pdf.Ln(8)
+
+	// User info.
+	if userName != "" {
+		pdf.SetFont("Helvetica", "", 9)
+		infoLine := fmt.Sprintf("Prepared by: %s", userName)
+		if userDept != "" && userDept != "-" {
+			infoLine += fmt.Sprintf(" | Department: %s", userDept)
+		}
+		pdf.Cell(0, 6, infoLine)
+		pdf.Ln(6)
+	}
+
+	// Total claim summary.
+	var totalClaim float64
+	claimCur := ""
+	for _, exp := range expenses {
+		cAmt := exp.ConvertedAmount
+		if cAmt <= 0 {
+			cAmt = exp.Amount
+		}
+		totalClaim += cAmt
+		if claimCur == "" && exp.BaseCurrency != "" {
+			claimCur = exp.BaseCurrency
+		}
+	}
+	if claimCur == "" && len(expenses) > 0 {
+		claimCur = expenses[0].Currency
+	}
+	pdf.SetFont("Helvetica", "B", 10)
+	pdf.Cell(0, 8, fmt.Sprintf("Total Claim: %.2f %s", totalClaim, claimCur))
+	pdf.Ln(12)
+
+	// Group expenses by event.
+	expensesByEvent := make(map[string][]database.Expense)
+	eventNames := make(map[string]string)
+	for _, evt := range events {
+		eventNames[evt.ID] = evt.Name
+	}
+	for _, exp := range expenses {
+		expensesByEvent[exp.EventID] = append(expensesByEvent[exp.EventID], exp)
+	}
+
+	itemNum := 1
+	// Landscape A4: 297mm wide, 10mm margins → 277mm usable.
+	colWidths := []float64{7, 22, 52, 18, 12, 18, 12, 36, 100}
+	headers := []string{"#", "Date", "Merchant", "Local Amt", "Cur", "Claim Amt", "Claim", "Category", "Description"}
+	marginBottom := 18.0
+
+	for _, evt := range events {
+		evtExpenses := expensesByEvent[evt.ID]
+		if len(evtExpenses) == 0 {
+			continue
+		}
+
+		// Event section header.
+		if pdf.GetY() > 180 {
+			pdf.AddPage()
+		}
+		pdf.SetFont("Helvetica", "B", 10)
+		pdf.Cell(0, 8, eventNames[evt.ID])
+		pdf.Ln(9)
+
+		// Column headers.
+		pdf.SetFont("Helvetica", "B", 8)
+		for j, h := range headers {
+			pdf.Cell(colWidths[j], 7, h)
+		}
+		pdf.Ln(7)
+
+		var evtLocal, evtClaim float64
+		pdf.SetFont("Helvetica", "", 8)
+		for _, exp := range evtExpenses {
+			if pdf.GetY() > 210-marginBottom {
+				pdf.AddPage()
+				pdf.SetFont("Helvetica", "B", 8)
+				for j, h := range headers {
+					pdf.Cell(colWidths[j], 7, h)
+				}
+				pdf.Ln(7)
+				pdf.SetFont("Helvetica", "", 8)
+			}
+			claimAmt := exp.ConvertedAmount
+			claimCur := exp.BaseCurrency
+			if claimAmt <= 0 {
+				claimAmt = exp.Amount
+			}
+			if claimCur == "" {
+				claimCur = exp.Currency
+			}
+			pdf.Cell(colWidths[0], 6, fmt.Sprintf("%d", itemNum))
+			pdf.Cell(colWidths[1], 6, exp.Date)
+			pdf.Cell(colWidths[2], 6, exp.Merchant)
+			pdf.Cell(colWidths[3], 6, fmt.Sprintf("%.2f", exp.Amount))
+			pdf.Cell(colWidths[4], 6, exp.Currency)
+			pdf.Cell(colWidths[5], 6, fmt.Sprintf("%.2f", claimAmt))
+			pdf.Cell(colWidths[6], 6, claimCur)
+			pdf.Cell(colWidths[7], 6, exp.Category)
+			pdf.Cell(colWidths[8], 6, exp.Description)
+			pdf.Ln(6)
+			evtLocal += exp.Amount
+			evtClaim += claimAmt
+			itemNum++
+		}
+
+		// Event subtotal in both local and claim currency.
+		pdf.SetDrawColor(71, 85, 105)
+		pdf.Line(10, pdf.GetY()+1, 287, pdf.GetY()+1)
+		pdf.Ln(3)
+		pdf.SetFont("Helvetica", "B", 9)
+		pdf.Cell(colWidths[0], 8, "")
+		pdf.Cell(colWidths[1], 8, "")
+		pdf.Cell(colWidths[2], 8, fmt.Sprintf("%s Total", eventNames[evt.ID]))
+		pdf.Cell(colWidths[3], 8, fmt.Sprintf("%.2f", evtLocal))
+		pdf.Cell(colWidths[4], 8, "")
+		pdf.Cell(colWidths[5], 8, fmt.Sprintf("%.2f", evtClaim))
+		pdf.Cell(colWidths[6], 8, "")
+		pdf.Cell(colWidths[7], 8, "")
+		pdf.Cell(colWidths[8], 8, "")
+		pdf.Ln(10)
+	}
+
+	var buf bytes.Buffer
+	if err := pdf.Output(&buf); err != nil {
+		return nil, fmt.Errorf("PDF output: %w", err)
+	}
+
+	filename := fmt.Sprintf("monthly-%s-report.pdf", sanitiseFilename(monthName))
+	return &email.Attachment{
+		Filename: filename,
+		Content:  buf.Bytes(),
+	}, nil
+}
+
+// parseMonthName extracts year and month number from a name like "July 2026".
+// Returns (0, 0) if parsing fails.
+func parseMonthName(name string) (year, month int) {
+	parts := strings.Fields(name)
+	if len(parts) < 2 {
+		return 0, 0
+	}
+	months := map[string]int{
+		"january": 1, "february": 2, "march": 3, "april": 4,
+		"may": 5, "june": 6, "july": 7, "august": 8,
+		"september": 9, "october": 10, "november": 11, "december": 12,
+	}
+	m, ok := months[strings.ToLower(parts[0])]
+	if !ok {
+		return 0, 0
+	}
+	y, err := strconv.Atoi(parts[1])
+	if err != nil {
+		return 0, 0
+	}
+	return y, m
+}

internal/handlers/templates.go

@@ -0,0 +1,63 @@
+package handlers
+
+import (
+	"html/template"
+	"log"
+	"path/filepath"
+	"sync"
+)
+
+var (
+	templatesOnce sync.Once
+	templates     map[string]*template.Template
+)
+
+// getTemplate returns a cached template by filename (e.g. "dashboard.html").
+// Templates are parsed once from the templates/ directory on first call.
+func getTemplate(name string) *template.Template {
+	templatesOnce.Do(loadTemplates)
+	t := templates[name]
+	if t == nil {
+		log.Panicf("template %q not found in cache — did you delete templates/%s?", name, name)
+	}
+	return t
+}
+
+// loadTemplates walks the templates/ directory and pre-parses all .html files.
+func loadTemplates() {
+	templates = make(map[string]*template.Template)
+
+	files, err := filepath.Glob("templates/*.html")
+	if err != nil {
+		log.Panicf("list templates: %v", err)
+	}
+
+	// Parse each file into its own named template.
+	for _, f := range files {
+		name := filepath.Base(f)
+		t, err := template.ParseFiles(f)
+		if err != nil {
+			log.Panicf("parse template %s: %v", f, err)
+		}
+		templates[name] = t
+	}
+
+	// Also register the inline OTP form template.
+	otpTmpl := template.Must(template.New("otp_form").Parse(otpFormHTML))
+	templates["otp_form"] = otpTmpl
+
+	log.Printf("Loaded %d templates", len(templates))
+}
+
+// otpFormHTML is the inline OTP form template fragment with single 6-digit field.
+const otpFormHTML = `
+<form hx-post="/verify-otp" hx-target="#otp-form" hx-swap="innerHTML">
+    <input type="hidden" name="email" value="{{.Email}}">
+    {{if .Error}}<div class="error-message" style="color: #fca5a5; background: #450a0a; border: 1px solid #7f1d1d; padding: 0.75rem; border-radius: 0.5rem; margin-bottom: 1rem;">{{.Error}}</div>{{end}}
+    <div class="form-group" style="margin: 1rem 0;">
+        <input type="text" name="otp_code" inputmode="numeric" pattern="[0-9]{6}" maxlength="6" autocomplete="one-time-code" required
+               placeholder="Enter 6-digit code"
+               style="width: 100%; padding: 1rem; font-size: 1.5rem; text-align: center; letter-spacing: 0.75rem; border: 2px solid #475569; border-radius: 0.5rem; background: #1e293b; color: #f8fafc; box-sizing: border-box;">
+    </div>
+    <button type="submit" class="btn btn-primary btn-block">Verify Code</button>
+</form>`

internal/utils/uuid.go

@@ -1,11 +1,18 @@
-// Package utils provides common utility functions for ExpenseFlow.
+// Package utils provides common utility functions for NextExpense.
 package utils
 
 import (
+	"time"
+
 	"github.com/google/uuid"
 )
 
-// New generates a new UUID v4 string.
-func New() string {
+// NewUUID generates a new UUID v4 string.
+func NewUUID() string {
 	return uuid.New().String()
 }
+
+// Timestamp returns the current UTC time formatted as RFC3339.
+func Timestamp() string {
+	return time.Now().UTC().Format(time.RFC3339)
+}

main.go

@@ -1,8 +1,8 @@
-// ExpenseFlow — AI-Powered Expense Tracker
+// NextExpense — AI-Powered Expense Tracker
 //
 // A production-ready, mobile-first Progressive Web App (PWA) that uses
 // passwordless email OTP login, event-based expense tracking, AI receipt
-// extraction (DeepSeek Vision), and event filing (CSV/PDF via email).
+// extraction (Gemini / OpenAI), and event filing (CSV/PDF via email).
 //
 // Usage:
 //   Copy .env.example to .env and fill in credentials, then:
@@ -13,19 +13,25 @@
 package main
 
 import (
+	"context"
 	"log"
 	"net/http"
 	"os"
+	"os/signal"
+	"path/filepath"
+	"strings"
+	"syscall"
 	"time"
 
 	"github.com/go-chi/chi/v5"
 	"github.com/go-chi/chi/v5/middleware"
 	"github.com/joho/godotenv"
 
-	"github.com/expenseflow/internal/auth"
-	"github.com/expenseflow/internal/database"
-	"github.com/expenseflow/internal/email"
-	"github.com/expenseflow/internal/handlers"
+	"github.com/cclohmar/NextExpense/internal/auth"
+	"github.com/cclohmar/NextExpense/internal/database"
+	"github.com/cclohmar/NextExpense/internal/email"
+	"github.com/cclohmar/NextExpense/internal/handlers"
+	"github.com/cclohmar/NextExpense/internal/utils"
 )
 
 func main() {
@@ -35,8 +41,7 @@ func main() {
 
 	// Load environment variables from .env file (if present).
 	if err := godotenv.Load(); err != nil {
-		log.Printf("INFO  [%s] main: no .env file found, using system environment",
-			time.Now().Format(time.RFC3339))
+		log.Printf("INFO  main: no .env file found, using system environment")
 	}
 
 	port := os.Getenv("PORT")
@@ -50,16 +55,13 @@ func main() {
 	smtpUser := os.Getenv("SMTP_USER")
 	smtpPass := os.Getenv("SMTP_PASS")
 
-	// DeepSeek API key is read directly by the ai package.
-	_ = os.Getenv("DEEPSEEK_API_KEY")
-
 	// -----------------------------------------------------------------------
 	// Database
 	// -----------------------------------------------------------------------
 
 	db, err := database.Init()
 	if err != nil {
-		log.Fatalf("FATAL [%s] main: database init: %v", time.Now().Format(time.RFC3339), err)
+		log.Fatalf("FATAL main: database init: %v", err)
 	}
 	defer db.Close()
 
@@ -70,15 +72,21 @@ func main() {
 	sessionStore := auth.NewSessionStore()
 	failureTracker := auth.NewFailureTracker()
 
+	// Start background session cleanup.
+	go func() {
+		for {
+			time.Sleep(15 * time.Minute)
+			sessionStore.Cleanup()
+		}
+	}()
+
 	// Create the email sender only if SMTP credentials are configured.
 	var emailSender *email.Sender
 	if smtpHost != "" && smtpPort != "" && smtpUser != "" && smtpPass != "" {
-		emailSender = email.NewSender(smtpHost, smtpPort, smtpUser, smtpPass, "post@2-4-h.app")
-		log.Printf("INFO  [%s] main: SMTP sender configured (%s:%s)",
-			time.Now().Format(time.RFC3339), smtpHost, smtpPort)
+		emailSender = email.NewSender(smtpHost, smtpPort, smtpUser, smtpPass, smtpUser)
+		log.Printf("INFO  main: SMTP sender configured (%s:%s)", smtpHost, smtpPort)
 	} else {
-		log.Printf("WARN  [%s] main: SMTP not configured — OTP emails will not be sent",
-			time.Now().Format(time.RFC3339))
+		log.Printf("WARN  main: SMTP not configured — OTP emails will not be sent")
 	}
 
 	// -----------------------------------------------------------------------
@@ -92,6 +100,9 @@ func main() {
 		EmailSender:    emailSender,
 	}
 
+	monthHandler := handlers.NewMonthHandler(db)
+	monthHandler.EmailSender = emailSender
+
 	eventHandler := handlers.NewEventHandler(db)
 	expenseHandler := handlers.NewExpenseHandler(db)
 	fileHandler := &handlers.FileHandler{
@@ -99,6 +110,9 @@ func main() {
 		EmailSender: emailSender,
 	}
 
+	// Start background cleanup of expired download packages.
+	fileHandler.StartDownloadCleanup()
+
 	// -----------------------------------------------------------------------
 	// Router
 	// -----------------------------------------------------------------------
@@ -110,6 +124,38 @@ func main() {
 	r.Use(middleware.Recoverer)
 	r.Use(middleware.RealIP)
 
+	// Request body size limit (10 MB) on all endpoints.
+	r.Use(func(next http.Handler) http.Handler {
+		return http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
+			r.Body = http.MaxBytesReader(w, r.Body, 11<<20)
+			next.ServeHTTP(w, r)
+		})
+	})
+
+	// Security headers.
+	r.Use(func(next http.Handler) http.Handler {
+		return http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
+			w.Header().Set("X-Content-Type-Options", "nosniff")
+			w.Header().Set("X-Frame-Options", "DENY")
+			w.Header().Set("Referrer-Policy", "strict-origin-when-cross-origin")
+			w.Header().Set("Content-Security-Policy",
+				"default-src 'self'; img-src 'self' data:; script-src 'self' https://unpkg.com/htmx.org@1.9.10 'unsafe-inline'; style-src 'self' 'unsafe-inline'")
+			next.ServeHTTP(w, r)
+		})
+	})
+
+	// Request ID middleware for log tracing.
+	r.Use(func(next http.Handler) http.Handler {
+		return http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
+			reqID := r.Header.Get("X-Request-ID")
+			if reqID == "" {
+				reqID = utils.NewUUID()[:8]
+			}
+			ctx := context.WithValue(r.Context(), "req_id", reqID)
+			next.ServeHTTP(w, r.WithContext(ctx))
+		})
+	})
+
 	// PWA headers for service worker.
 	r.Use(func(next http.Handler) http.Handler {
 		return http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
@@ -136,8 +182,16 @@ func main() {
 		http.ServeFile(w, r, "static/manifest.json")
 	}))
 
-	// Serve uploaded receipt images.
-	r.Get("/storage/*", http.StripPrefix("/storage/", http.FileServer(http.Dir("storage"))).ServeHTTP)
+	// iOS PWA / Safari root-level icon requests.
+	r.Get("/apple-touch-icon.png", http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
+		http.ServeFile(w, r, "static/icons/icon-180.png")
+	}))
+	r.Get("/apple-touch-icon-120x120.png", http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
+		http.ServeFile(w, r, "static/icons/icon-180.png")
+	}))
+	r.Get("/favicon.ico", http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
+		http.ServeFile(w, r, "static/favicon.svg")
+	}))
 
 	// ---- Public routes (no auth required) ----
 
@@ -145,38 +199,66 @@ func main() {
 	r.Post("/request-otp", authHandler.RequestOTP)
 	r.Post("/verify-otp", authHandler.VerifyOTP)
 
-	// ---- Logout ----
+	// Download link (token-based auth, no login required).
+	r.Get("/dl/{token}", fileHandler.ServeDownload)
+	r.Get("/dl/{token}/{name}", fileHandler.ServeDownload)
 
-	r.Post("/logout", http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
-		// Delete the session cookie.
-		http.SetCookie(w, &http.Cookie{
-			Name:     "session_token",
-			Value:    "",
-			Path:     "/",
-			HttpOnly: true,
-			MaxAge:   -1,
-		})
-		w.Header().Set("HX-Redirect", "/")
-		w.WriteHeader(http.StatusOK)
-	}))
+	// ---- Logout (invalidates server-side session + clears cookie) ----
+
+	r.Post("/logout", authHandler.Logout)
 
 	// ---- Protected routes (auth required) ----
 
 	r.Group(func(r chi.Router) {
 		r.Use(authHandler.RequireAuth)
 
-		// Events.
-		r.Get("/dashboard", eventHandler.Dashboard)
-		r.Post("/events", eventHandler.CreateEvent)
-		r.Put("/events/{id}/reopen", eventHandler.ReopenEvent)
-		r.Get("/events/{id}/expenses", eventHandler.ViewEventExpenses)
+		// Dashboard (months).
+		r.Get("/dashboard", monthHandler.ListMonths)
+		r.Get("/onboarding", authHandler.OnboardingPage)
+		r.Post("/onboarding", authHandler.SaveOnboarding)
+		r.Get("/profile", authHandler.ProfilePage)
+		r.Post("/profile", authHandler.SaveProfile)
+
+		// Months.
+		r.Post("/months", monthHandler.CreateMonth)
+		r.Put("/months/{mid}", monthHandler.UpdateMonth)
+		r.Delete("/months/{mid}", monthHandler.DeleteMonth)
+		r.Get("/months/{mid}/edit", monthHandler.EditMonth)
+		r.Get("/months/{mid}", monthHandler.ViewMonth)
+		r.Post("/months/{mid}/generate", monthHandler.GenerateMonthlyReport)
+		r.Post("/months/{mid}/send-link", monthHandler.SendMonthlyDownloadLink)
+
+		// Events (scoped under months).
+		r.Post("/months/{mid}/events", eventHandler.CreateEvent)
+		r.Put("/months/{mid}/events/{eid}", eventHandler.UpdateEvent)
+		r.Get("/months/{mid}/events/{eid}/edit", eventHandler.EditEvent)
+		r.Delete("/months/{mid}/events/{eid}", eventHandler.DeleteEvent)
+		r.Put("/months/{mid}/events/{eid}/reopen", eventHandler.ReopenEvent)
+		r.Post("/months/{mid}/events/{eid}/close", eventHandler.CloseEvent)
+		r.Get("/months/{mid}/events/{eid}/expenses", eventHandler.ViewEventExpenses)
 
 		// Expenses.
 		r.Post("/expenses/upload", expenseHandler.UploadReceipt)
 		r.Post("/expenses", expenseHandler.SaveExpense)
+		r.Get("/expenses/{id}/edit", expenseHandler.EditExpense)
+		r.Put("/expenses/{id}", expenseHandler.UpdateExpense)
+		r.Delete("/expenses/{id}", expenseHandler.DeleteExpense)
 
-		// Filing.
-		r.Post("/events/{id}/file", fileHandler.FileEvent)
+		// Filing (event-level).
+		r.Post("/months/{mid}/events/{eid}/file", fileHandler.FileEvent)
+		r.Post("/months/{mid}/events/{eid}/generate", fileHandler.GenerateReport)
+		r.Post("/months/{mid}/events/{eid}/send-link", fileHandler.SendDownloadLink)
+
+		// Storage (receipt images) — protected by auth + path traversal check.
+		r.With(authHandler.RequireAuth).Get("/storage/*", func(w http.ResponseWriter, r *http.Request) {
+			imagePath := strings.TrimPrefix(r.URL.Path, "/storage/")
+			cleanPath := filepath.Clean(imagePath)
+			if strings.HasPrefix(cleanPath, "..") || strings.Contains(cleanPath, "../") {
+				http.Error(w, "Forbidden", http.StatusForbidden)
+				return
+			}
+			http.ServeFile(w, r, filepath.Join("storage", cleanPath))
+		})
 	})
 
 	// -----------------------------------------------------------------------
@@ -184,12 +266,33 @@ func main() {
 	// -----------------------------------------------------------------------
 
 	addr := ":" + port
-	log.Printf("INFO  [%s] main: ExpenseFlow server starting on %s",
-		time.Now().Format(time.RFC3339), addr)
-	log.Printf("INFO  [%s] main: open http://localhost%s in your browser",
-		time.Now().Format(time.RFC3339), addr)
-
-	if err := http.ListenAndServe(addr, r); err != nil {
-		log.Fatalf("FATAL [%s] main: server error: %v", time.Now().Format(time.RFC3339), err)
+	srv := &http.Server{
+		Addr:              addr,
+		Handler:           r,
+		ReadHeaderTimeout: 10 * time.Second,
+		ReadTimeout:       30 * time.Second,
+		WriteTimeout:      60 * time.Second,
+		IdleTimeout:       120 * time.Second,
 	}
+
+	// Graceful shutdown on SIGINT / SIGTERM.
+	go func() {
+		sigCh := make(chan os.Signal, 1)
+		signal.Notify(sigCh, syscall.SIGINT, syscall.SIGTERM)
+		sig := <-sigCh
+		log.Printf("INFO  main: received signal %v, shutting down...", sig)
+		ctx, cancel := context.WithTimeout(context.Background(), 10*time.Second)
+		defer cancel()
+		if err := srv.Shutdown(ctx); err != nil {
+			log.Printf("ERROR main: graceful shutdown: %v", err)
+		}
+	}()
+
+	log.Printf("INFO  main: NextExpense server starting on %s", addr)
+	log.Printf("INFO  main: open http://localhost%s in your browser", addr)
+
+	if err := srv.ListenAndServe(); err != http.ErrServerClosed {
+		log.Fatalf("FATAL main: server error: %v", err)
+	}
+	log.Printf("INFO  main: server stopped")
 }

static/css/style.css

@@ -1,47 +1,47 @@
 /* ==========================================================================
-   ExpenseFlow — PWA Expense Tracker Stylesheet
-   Mobile-first responsive | Plain CSS | System-ui font
+   NextExpense — PWA Expense Tracker Stylesheet
+   "The Terminal Mint" dark palette | Mobile-first responsive
    ========================================================================== */
 
 /* --------------------------------------------------------------------------
    0. CSS Custom Properties (Design Tokens)
    -------------------------------------------------------------------------- */
 :root {
-  /* Colors */
+  /* Colors — "The Terminal Mint" Dark Palette */
   --color-primary: #10b981;
-  --color-primary-hover: #059669;
-  --color-primary-light: #d1fae5;
+  --color-primary-hover: #34d399;
+  --color-primary-light: #064e3b;
   --color-primary-dark: #047857;
 
-  --color-secondary: #1e293b;
-  --color-secondary-hover: #334155;
+  --color-secondary: #334155;
+  --color-secondary-hover: #475569;
 
-  --color-bg: #f8fafc;
-  --color-card: #ffffff;
-  --color-text: #0f172a;
-  --color-text-muted: #64748b;
-  --color-text-light: #94a3b8;
+  --color-bg: #0f172a;
+  --color-card: #1e293b;
+  --color-text: #f8fafc;
+  --color-text-muted: #94a3b8;
+  --color-text-light: #64748b;
 
-  --color-border: #e2e8f0;
+  --color-border: #334155;
   --color-border-focus: #10b981;
 
   --color-danger: #ef4444;
-  --color-danger-hover: #dc2626;
-  --color-danger-light: #fef2f2;
+  --color-danger-hover: #f87171;
+  --color-danger-light: #450a0a;
 
   --color-success: #10b981;
   --color-warning: #f59e0b;
 
-  --color-open-bg: #d1fae5;
-  --color-open-text: #065f46;
-  --color-closed-bg: #f1f5f9;
-  --color-closed-text: #475569;
+  --color-open-bg: #064e3b;
+  --color-open-text: #6ee7b7;
+  --color-closed-bg: #334155;
+  --color-closed-text: #cbd5e1;
 
-  /* Shadows */
-  --shadow-sm: 0 1px 2px rgba(0, 0, 0, 0.05);
-  --shadow-md: 0 1px 3px rgba(0, 0, 0, 0.08), 0 1px 2px rgba(0, 0, 0, 0.04);
-  --shadow-lg: 0 4px 6px rgba(0, 0, 0, 0.07), 0 2px 4px rgba(0, 0, 0, 0.04);
-  --shadow-xl: 0 10px 25px rgba(0, 0, 0, 0.08);
+  /* Shadows — more pronounced on dark bg */
+  --shadow-sm: 0 1px 2px rgba(0, 0, 0, 0.2);
+  --shadow-md: 0 1px 3px rgba(0, 0, 0, 0.3), 0 1px 2px rgba(0, 0, 0, 0.2);
+  --shadow-lg: 0 4px 6px rgba(0, 0, 0, 0.3), 0 2px 4px rgba(0, 0, 0, 0.2);
+  --shadow-xl: 0 10px 25px rgba(0, 0, 0, 0.4);
 
   /* Border radius */
   --radius-sm: 6px;
@@ -129,6 +129,23 @@ body {
   -moz-osx-font-smoothing: grayscale;
 }
 
+/* Center app in a mobile-width shell on desktop */
+.app-shell {
+  max-width: 480px;
+  margin: 0 auto;
+  min-height: 100vh;
+  min-height: 100dvh;
+  border-left: 1px solid var(--color-border);
+  border-right: 1px solid var(--color-border);
+  box-shadow: 0 0 40px rgba(0, 0, 0, 0.3);
+}
+
+@media (min-width: 481px) {
+  body {
+    background-color: #070d19;
+  }
+}
+
 img {
   max-width: 100%;
   height: auto;
@@ -313,11 +330,15 @@ small, .text-sm {
 }
 
 .app-main {
-  padding: var(--space-4) 0 var(--space-8);
+  padding: var(--space-6) var(--space-4) var(--space-10);
   min-height: calc(100vh - var(--header-height));
   min-height: calc(100dvh - var(--header-height));
 }
 
+.main-content {
+  padding: var(--space-5) var(--space-4) var(--space-10);
+}
+
 /* --------------------------------------------------------------------------
    5. Cards
    -------------------------------------------------------------------------- */
@@ -369,9 +390,9 @@ small, .text-sm {
 /* Login card — centered single-column */
 .login-card {
   width: 100%;
-  max-width: 400px;
+  max-width: 420px;
   margin: var(--space-12) auto;
-  padding: var(--space-8) var(--space-6);
+  padding: var(--space-10) var(--space-8);
   border-radius: var(--radius-xl);
 }
 
@@ -501,7 +522,7 @@ small, .text-sm {
   align-items: center;
   justify-content: center;
   gap: var(--space-2);
-  padding: var(--space-2) var(--space-4);
+  padding: var(--space-3) var(--space-5);
   font-family: inherit;
   font-size: var(--text-sm);
   font-weight: var(--font-medium);
@@ -661,15 +682,17 @@ small, .text-sm {
    9. Form Inputs
    -------------------------------------------------------------------------- */
 .form-group {
-  margin-bottom: var(--space-4);
+  margin-bottom: var(--space-5);
 }
 
 .form-label {
   display: block;
-  font-size: var(--text-sm);
-  font-weight: var(--font-medium);
-  color: var(--color-text);
+  font-size: var(--text-xs);
+  font-weight: var(--font-semibold);
+  color: var(--color-text-muted);
   margin-bottom: var(--space-1);
+  text-transform: uppercase;
+  letter-spacing: 0.05em;
 }
 
 .form-label--required::after {
@@ -677,15 +700,16 @@ small, .text-sm {
   color: var(--color-danger);
 }
 
-.form-input,
-.form-select,
-.form-textarea {
+/* Bare input/select/textarea inside form-group get the same styling */
+.form-group input:not([type="radio"]):not([type="checkbox"]):not([type="file"]):not([type="hidden"]),
+.form-group select,
+.form-group textarea {
   display: block;
   width: 100%;
-  padding: var(--space-3) var(--space-3);
+  padding: var(--space-4) var(--space-4);
   font-family: inherit;
-  font-size: var(--text-base);
-  line-height: var(--leading-normal);
+  font-size: var(--text-lg);
+  line-height: var(--leading-relaxed);
   color: var(--color-text);
   background-color: var(--color-card);
   border: 1px solid var(--color-border);
@@ -695,19 +719,55 @@ small, .text-sm {
     box-shadow var(--transition-fast);
   -webkit-appearance: none;
   appearance: none;
+  box-sizing: border-box;
+}
+
+.form-group input:not([type="radio"]):not([type="checkbox"]):not([type="file"]):not([type="hidden"])::placeholder,
+.form-group textarea::placeholder {
+  color: var(--color-text-light);
+  font-size: var(--text-base);
+}
+
+/* Also keep the class-based selectors for explicit usage */
+.form-input,
+.form-select,
+.form-textarea {
+  display: block;
+  width: 100%;
+  padding: var(--space-4) var(--space-4);
+  font-family: inherit;
+  font-size: var(--text-lg);
+  line-height: var(--leading-relaxed);
+  color: var(--color-text);
+  background-color: var(--color-card);
+  border: 1px solid var(--color-border);
+  border-radius: var(--radius-md);
+  transition:
+    border-color var(--transition-fast),
+    box-shadow var(--transition-fast);
+  -webkit-appearance: none;
+  appearance: none;
+  box-sizing: border-box;
 }
 
 .form-input::placeholder,
 .form-textarea::placeholder {
   color: var(--color-text-light);
+  font-size: var(--text-base);
 }
 
+.form-group input:not([type="radio"]):not([type="checkbox"]):not([type="file"]):not([type="hidden"]):hover,
+.form-group select:hover,
+.form-group textarea:hover,
 .form-input:hover,
 .form-select:hover,
 .form-textarea:hover {
   border-color: var(--color-text-light);
 }
 
+.form-group input:not([type="radio"]):not([type="checkbox"]):not([type="file"]):not([type="hidden"]):focus,
+.form-group select:focus,
+.form-group textarea:focus,
 .form-input:focus,
 .form-select:focus,
 .form-textarea:focus {
@@ -733,11 +793,24 @@ small, .text-sm {
   color: var(--color-danger);
 }
 
+.form-row {
+  display: flex;
+  gap: var(--space-4);
+}
+
+@media (max-width: 480px) {
+  .form-row {
+    flex-direction: column;
+    gap: var(--space-3);
+  }
+}
+
 .form-textarea {
   min-height: 100px;
   resize: vertical;
 }
 
+.form-group select,
 .form-select {
   background-image: url("data:image/svg+xml,%3Csvg xmlns='http://www.w3.org/2000/svg' width='16' height='16' viewBox='0 0 24 24' fill='none' stroke='%2394a3b8' stroke-width='2' stroke-linecap='round' stroke-linejoin='round'%3E%3Cpolyline points='6 9 12 15 18 9'%3E%3C/polyline%3E%3C/svg%3E");
   background-repeat: no-repeat;
@@ -748,6 +821,9 @@ small, .text-sm {
 
 /* Prevent zoom on mobile for inputs */
 @media screen and (max-width: 768px) {
+  .form-group input:not([type="radio"]):not([type="checkbox"]):not([type="file"]):not([type="hidden"]),
+  .form-group select,
+  .form-group textarea,
   .form-input,
   .form-select,
   .form-textarea {
@@ -1843,3 +1919,13 @@ small, .text-sm {
 .animate-stagger > *:nth-child(4) { animation-delay: 180ms; }
 .animate-stagger > *:nth-child(5) { animation-delay: 240ms; }
 .animate-stagger > *:nth-child(6) { animation-delay: 300ms; }
+
+/* Month card — left border accent distinguishes from event cards */
+.month-card {
+  transition: border-color var(--transition-base), background var(--transition-base);
+}
+.month-card:hover {
+  border-color: var(--color-primary);
+  background: rgba(16, 185, 129, 0.05);
+}
+

static/favicon.svg

@@ -0,0 +1,4 @@
+<svg xmlns="http://www.w3.org/2000/svg" width="64" height="64" viewBox="0 0 64 64">
+  <rect width="64" height="64" rx="12" fill="#10b981"/>
+  <text x="32" y="42" font-family="Georgia, 'Times New Roman', serif" font-size="36" font-weight="bold" fill="#ffffff" text-anchor="middle" letter-spacing="-2">Nx</text>
+</svg>

static/manifest.json

@@ -1,10 +1,10 @@
 {
-  "name": "ExpenseFlow",
-  "short_name": "ExpenseFlow",
+  "name": "NextExpense",
+  "short_name": "NextExpense",
   "start_url": "/",
   "display": "standalone",
   "theme_color": "#10b981",
-  "background_color": "#ffffff",
+  "background_color": "#0f172a",
   "icons": [
     {
       "src": "/static/icons/icon-192.png",

static/sw.js

@@ -1,16 +1,17 @@
 /* ============================================================
- * ExpenseFlow — Service Worker
- * Version: 1.0.0
- * Cache name: expenseflow-v1
+ * NextExpense — Service Worker
+ * Version: 2.0.0
+ * Cache name: nextexpense-v2
  * Strategy: Cache-first for shell assets, network-only for API
  * ============================================================ */
 
-const CACHE_NAME = 'expenseflow-v1';
+const CACHE_NAME = 'nextexpense-v2';
 
 // Shell assets to pre-cache on install
 const SHELL_ASSETS = [
   '/',
   '/static/css/style.css',
+  '/static/favicon.svg',
   'https://unpkg.com/htmx.org@1.9.10'
 ];
 
@@ -194,7 +195,7 @@ self.addEventListener('fetch', event => {
               // Return a minimal offline fallback for navigations
               if (request.mode === 'navigate') {
                 return new Response(
-                  '<!DOCTYPE html><html><head><title>Offline — ExpenseFlow</title><meta name="viewport" content="width=device-width, initial-scale=1"><style>body{font-family:-apple-system,BlinkMacSystemFont,"Segoe UI",Roboto,sans-serif;display:flex;flex-direction:column;align-items:center;justify-content:center;min-height:100vh;margin:0;padding:2rem;text-align:center;background:#f9fafb;color:#111827}h1{font-size:1.5rem;margin-bottom:0.5rem}p{color:#6b7280;max-width:24rem}</style></head><body><h1>You\'re offline</h1><p>ExpenseFlow needs an internet connection to load. Please check your connection and try again.</p></body></html>',
+                  '<!DOCTYPE html><html><head><title>Offline — NextExpense</title><meta name="viewport" content="width=device-width, initial-scale=1"><style>body{font-family:-apple-system,BlinkMacSystemFont,"Segoe UI",Roboto,sans-serif;display:flex;flex-direction:column;align-items:center;justify-content:center;min-height:100vh;margin:0;padding:2rem;text-align:center;background:#0f172a;color:#f8fafc}h1{font-size:1.5rem;margin-bottom:0.5rem}p{color:#94a3b8;max-width:24rem}</style></head><body><h1>You\'re offline</h1><p>NextExpense needs an internet connection to load. Please check your connection and try again.</p></body></html>',
                   {
                     status: 503,
                     statusText: 'Service Unavailable',

templates/dashboard.html

@@ -4,92 +4,115 @@
     <meta charset="UTF-8">
     <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=no">
     <meta name="theme-color" content="#10b981">
-    <title>Dashboard - ExpenseFlow</title>
+    <title>NextExpense</title>
+    <link rel="icon" type="image/svg+xml" href="/static/favicon.svg">
+    <link rel="alternate icon" href="/static/icons/icon-192.png">
     <link rel="manifest" href="/manifest.json">
-    <link rel="stylesheet" href="/static/css/style.css">
+    <link rel="stylesheet" href="/static/css/style.css?v=5">
     <script src="https://unpkg.com/htmx.org@1.9.10"></script>
 </head>
 <body>
     <div class="app-shell">
         <header class="app-header">
-            <h1 class="app-title">ExpenseFlow</h1>
-            <a href="/" class="btn btn-secondary btn-sm"
-               hx-post="/logout" hx-target="body" hx-push-url="true"
-               hx-confirm="Are you sure you want to logout?">Logout</a>
+            <h1 class="app-title"><img src="/static/favicon.svg" width="24" height="24" alt="" style="vertical-align: middle; margin-right: 0.5rem;">NextExpense</h1>
+            <div style="display: flex; gap: 0.5rem;">
+                <button class="btn btn-secondary btn-sm" style="font-size: 0.75rem;"
+                        hx-get="/profile" hx-target="body" hx-push-url="true">Profile</button>
+                <button class="btn btn-secondary btn-sm" style="font-size: 0.75rem;"
+                        hx-post="/logout" hx-target="body" hx-push-url="true">Logout</button>
+            </div>
         </header>
 
         <main class="main-content">
             <div class="dashboard-header">
-                <h2>My Events</h2>
-                <button class="btn btn-primary"
-                        onclick="document.getElementById('create-event-form').classList.toggle('hidden')">
-                    + New Event
+                <h2>My Months</h2>
+                <button class="btn btn-primary btn-sm"
+                        onclick="document.getElementById('create-form').classList.toggle('hidden')">
+                    + New
                 </button>
             </div>
 
-            <div id="create-event-form" class="hidden" style="margin-bottom: 1.5rem;">
+            <div id="create-form" class="hidden" style="margin-bottom: 1rem;">
                 <div class="card" style="padding: 1rem;">
-                    <form hx-post="/events" hx-target="body" hx-push-url="true">
-                        <div class="form-group">
-                            <label for="name">Event Name</label>
-                            <input type="text" id="name" name="name" placeholder="e.g., WebSummit 2026" required>
+                    <h3 style="margin-bottom: 1rem;">New Month</h3>
+                    <form hx-post="/months" hx-target="body" hx-push-url="true">
+                        <div class="form-row" style="gap: 1rem;">
+                            <div style="flex: 2;">
+                                <label class="form-label">Month</label>
+                                <select name="month" required style="width: 100%; padding: 0.6rem; border: 1px solid var(--color-border); border-radius: 0.375rem; background: #1e293b; color: #f8fafc; font-size: 0.9rem;">
+                                    <option value="">Select</option>
+                                    <option value="January">January</option>
+                                    <option value="February">February</option>
+                                    <option value="March">March</option>
+                                    <option value="April">April</option>
+                                    <option value="May">May</option>
+                                    <option value="June">June</option>
+                                    <option value="July">July</option>
+                                    <option value="August">August</option>
+                                    <option value="September">September</option>
+                                    <option value="October">October</option>
+                                    <option value="November">November</option>
+                                    <option value="December">December</option>
+                                </select>
                             </div>
-                        <button type="submit" class="btn btn-primary btn-block">Create Event</button>
+                            <div style="flex: 1;">
+                                <label class="form-label">Year</label>
+                                <select name="year" required style="width: 100%; padding: 0.6rem; border: 1px solid var(--color-border); border-radius: 0.375rem; background: #1e293b; color: #f8fafc; font-size: 0.9rem;">
+                                    <option value="">Select</option>
+                                    <option value="2024">2024</option>
+                                    <option value="2025">2025</option>
+                                    <option value="2026" selected>2026</option>
+                                    <option value="2027">2027</option>
+                                    <option value="2028">2028</option>
+                                    <option value="2029">2029</option>
+                                    <option value="2030">2030</option>
+                                </select>
+                            </div>
+                        </div>
+                        <button type="submit" class="btn btn-primary btn-block">Create Month</button>
                     </form>
                 </div>
             </div>
 
-            <div id="event-list">
-                {{if .Events}}
-                <div class="event-grid">
-                    {{range .Events}}
-                    <div class="card event-card">
-                        <div class="event-card-header">
-                            <h3 class="event-card-name">{{.Name}}</h3>
-                            <span id="status-badge-{{.ID}}" class="badge badge-{{.Status}}">{{.Status}}</span>
+            <div id="month-list">
+                {{if .Months}}
+                <div style="display: flex; flex-direction: column; gap: 0.5rem;">
+                    {{range .Months}}
+                    <div class="month-card" style="display: flex; align-items: center; justify-content: space-between; background: var(--color-card); border: 1px solid var(--color-border); border-left: 4px solid var(--color-primary); border-radius: 0.5rem; padding: 0.75rem 1rem;">
+                        <div>
+                            <div style="font-weight: 500; color: var(--color-text);">{{.Month.Name}}</div>
+                            <div style="font-size: 0.75rem; color: var(--color-text-muted);">{{.Month.CreatedAt}}</div>
                         </div>
-                        <div class="event-card-meta">
-                            <span>Created: {{.CreatedAt}}</span>
+                        {{if .Total}}
+                        <div style="text-align: right; margin-right: 0.75rem;">
+                            <div style="font-size: 0.7rem; color: var(--color-text-muted);">claim</div>
+                            <div style="font-weight: 600; color: var(--color-primary); font-size: 0.95rem;">{{printf "%.2f" .Total}}</div>
                         </div>
-                        <div class="event-card-actions">
-                            {{if eq .Status "open"}}
-                            <a href="/events/{{.ID}}/expenses" class="btn btn-primary btn-sm"
-                               hx-get="/events/{{.ID}}/expenses" hx-target="body" hx-push-url="true">
-                                Add Expenses
-                            </a>
-                            {{else}}
-                            <button class="btn btn-secondary btn-sm"
-                                    hx-put="/events/{{.ID}}/reopen"
-                                    hx-target="#status-badge-{{.ID}}"
-                                    hx-swap="outerHTML">
-                                Reopen
+                        {{end}}
+                        <div style="display: flex; gap: 0.5rem;">
+                            <button class="btn btn-primary btn-sm"
+                                    hx-get="/months/{{.Month.ID}}" hx-target="body" hx-push-url="true">
+                                Open
+                            </button>
+                            <button class="btn btn-secondary btn-sm"
+                                    hx-get="/months/{{.Month.ID}}/edit"
+                                    hx-target="#create-form"
+                                    hx-swap="innerHTML"
+                                    onclick="document.getElementById('create-form').classList.remove('hidden')"
+                                    style="font-size: 0.75rem;">
+                                Edit
                             </button>
-                            {{end}}
                         </div>
                     </div>
                     {{end}}
                 </div>
                 {{else}}
-                <div class="empty-state">
-                    <svg width="64" height="64" viewBox="0 0 24 24" fill="none" stroke="#94a3b8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round">
-                        <path d="M14 2H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2V8z"/>
-                        <polyline points="14 2 14 8 20 8"/>
-                        <line x1="12" y1="18" x2="12" y2="12"/>
-                        <line x1="9" y1="15" x2="15" y2="15"/>
-                    </svg>
-                    <h3>No Events Yet</h3>
-                    <p>Create your first event to start tracking expenses.</p>
+                <div class="empty-state" style="text-align: center; padding: 3rem; color: #94a3b8;">
+                    <p>No months yet. Create one to get started.</p>
                 </div>
                 {{end}}
             </div>
         </main>
     </div>
-
-    <script>
-        // Toggle hidden class
-        document.querySelector('button[onclick]')?.addEventListener('click', function() {
-            // handled inline
-        });
-    </script>
 </body>
 </html>

templates/event_expenses.html

@@ -4,143 +4,135 @@
     <meta charset="UTF-8">
     <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=no">
     <meta name="theme-color" content="#10b981">
-    <title>{{.Event.Name}} - ExpenseFlow</title>
+    <title>{{.Event.Name}} - NextExpense</title>
+    <link rel="icon" type="image/svg+xml" href="/static/favicon.svg">
+    <link rel="alternate icon" href="/static/icons/icon-192.png">
     <link rel="manifest" href="/manifest.json">
-    <link rel="stylesheet" href="/static/css/style.css">
+    <link rel="stylesheet" href="/static/css/style.css?v=5">
     <script src="https://unpkg.com/htmx.org@1.9.10"></script>
 </head>
 <body>
     <div class="app-shell">
         <header class="app-header">
-            <a href="/dashboard" class="btn btn-secondary btn-sm"
-               hx-get="/dashboard" hx-target="body" hx-push-url="true">
-                &larr; Back
-            </a>
-            <h1 class="app-title">{{.Event.Name}}</h1>
-            <span class="badge badge-{{.Event.Status}}">{{.Event.Status}}</span>
+            <a href="/months/{{.Month.ID}}" class="btn btn-secondary btn-sm"
+               hx-get="/months/{{.Month.ID}}" hx-target="body" hx-push-url="true">&larr; {{.Month.Name}}</a>
+            <h1 class="app-title" style="font-size: 1.1rem;">{{.Event.Name}}</h1>
+            <button class="btn btn-secondary btn-sm" style="font-size: 0.75rem;"
+                    hx-post="/logout" hx-target="body" hx-push-url="true">Logout</button>
         </header>
 
         <main class="main-content">
-            <!-- Capture Receipt Button -->
-            <div style="margin-bottom: 1.5rem;">
-                <label for="receipt-upload" class="btn btn-primary btn-block" style="display: inline-block; text-align: center; cursor: pointer;">
-                    <svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" style="vertical-align: middle; margin-right: 0.5rem;">
-                        <path d="M23 19a2 2 0 0 1-2 2H3a2 2 0 0 1-2-2V8a2 2 0 0 1 2-2h4l2-3h6l2 3h4a2 2 0 0 1 2 2z"/>
-                        <circle cx="12" cy="13" r="4"/>
-                    </svg>
-                    Capture Receipt
+            <!-- Breadcrumb -->
+            <div style="font-size: 0.75rem; color: var(--color-text-muted); margin-bottom: 1rem;">
+                <a href="/dashboard" style="color: var(--color-primary); text-decoration: none;"
+                   hx-get="/dashboard" hx-target="body" hx-push-url="true">Dashboard</a>
+                &rsaquo; <a href="/months/{{.Month.ID}}" style="color: var(--color-primary); text-decoration: none;"
+                   hx-get="/months/{{.Month.ID}}" hx-target="body" hx-push-url="true">{{.Month.Name}}</a>
+                &rsaquo; {{.Event.Name}}
+            </div>
+
+            <!-- Event Metadata -->
+            <div style="background: var(--color-card); border: 1px solid var(--color-border); border-radius: 0.5rem; padding: 1rem; margin-bottom: 1rem;">
+                <div style="font-size: 0.75rem; color: var(--color-text-muted); text-transform: uppercase; letter-spacing: 0.05em; margin-bottom: 0.5rem;">Event Details</div>
+                <div class="form-row" style="margin:0;">
+                    <div style="flex:2; font-size:0.9rem; color:var(--color-text);">{{.Event.Name}}</div>
+                    <div style="flex:1; font-size:0.9rem; color:var(--color-text);">{{.Event.BaseCurrency}}</div>
+                    <div style="flex:1; font-size:0.9rem; color:var(--color-text-muted);">{{printf "%.6f" .Event.ExchangeRate}}</div>
+                </div>
+            </div>
+
+            <!-- Receipt List -->
+            <div id="expense-list">
+                <h3 style="margin-bottom: 1rem; font-size: 1rem; font-weight: 600;">
+                    Receipts
+                    {{if .Event.BaseCurrency}}
+                    <span style="font-weight: 400; color: var(--color-text-muted);">(claim in {{.Event.BaseCurrency}})</span>
+                    {{end}}
+                </h3>
+
+                {{if .Expenses}}
+                <div style="display: flex; flex-direction: column; gap: 0.5rem;">
+                    {{range .Expenses}}
+                    <div style="display: flex; align-items: center; background: var(--color-card); border: 1px solid var(--color-border); border-radius: 0.5rem; padding: 0.75rem;">
+                        <div style="flex: 1; min-width: 0;">
+                            <div style="font-weight: 500; color: var(--color-text);">{{.Merchant}}</div>
+                            <div style="font-size: 0.75rem; color: var(--color-text-muted);">{{.Date}} · {{.Category}} {{if .Description}}· {{.Description}}{{end}}</div>
+                        </div>
+                        <div style="text-align: right; margin-right: 0.75rem;">
+                            <div style="font-weight: 600; color: var(--color-text);">{{printf "%.2f" .Amount}} {{.Currency}}</div>
+                            {{if .ConvertedAmount}}
+                            <div style="font-size: 0.75rem; color: var(--color-primary);">{{printf "%.2f" .ConvertedAmount}} {{.BaseCurrency}}</div>
+                            {{end}}
+                        </div>
+                        <div style="display: flex; gap: 0.25rem;">
+                            {{if .ImagePath}}
+                            <button class="btn btn-sm" style="background: none; border: 1px solid var(--color-border); border-radius: 0.375rem; padding: 0.25rem 0.5rem; font-size: 0.75rem; cursor: pointer; flex-shrink: 0; color: var(--color-text);"
+                                    onclick="document.getElementById('img-{{.ID}}').classList.toggle('hidden')"
+                                    title="View receipt image">🖼️</button>
+                            {{end}}
+                            <button class="btn btn-sm" style="background: none; border: 1px solid var(--color-border); border-radius: 0.375rem; padding: 0.25rem 0.5rem; font-size: 0.75rem; cursor: pointer; flex-shrink: 0; color: var(--color-text);"
+                                    hx-get="/expenses/{{.ID}}/edit"
+                                    hx-target="#receipt-form"
+                                    hx-swap="innerHTML"
+                                    title="Edit receipt">✏️</button>
+                            <button class="btn btn-sm" style="background: none; border: 1px solid #7f1d1d; border-radius: 0.375rem; padding: 0.25rem 0.5rem; font-size: 0.75rem; cursor: pointer; flex-shrink: 0; color: #fca5a5;"
+                                    onclick="if(confirm('Delete this receipt?')) htmx.trigger('#del-{{.ID}}','click')"
+                                    title="Delete receipt">🗑️</button>
+                            <div hx-delete="/expenses/{{.ID}}" hx-target="#expense-list" hx-swap="outerHTML" id="del-{{.ID}}" style="display:none"></div>
+                        </div>
+                    </div>
+                    {{if .ImagePath}}
+                    <div id="img-{{.ID}}" class="hidden" style="position: fixed; inset: 0; background: rgba(0,0,0,0.85); z-index: 999; align-items: center; justify-content: center; cursor: pointer; padding: 1rem;"
+                         onclick="this.classList.add('hidden')">
+                        <span style="position: absolute; top: 1rem; right: 1rem; font-size: 2rem; color: #fff; line-height: 1; cursor: pointer; z-index: 1000;">&times;</span>
+                        <img src="/storage/{{.ImagePath}}" alt="Receipt" style="max-width: 100%; max-height: 100%; object-fit: contain; border-radius: 0.5rem;" onclick="event.stopPropagation()">
+                    </div>
+                    {{end}}
+                    {{end}}
+                </div>
+                {{else}}
+                <div style="text-align: center; padding: 2rem; color: var(--color-text-muted); font-size: 0.875rem;">
+                    <p>No receipts yet.</p>
+                </div>
+                {{end}}
+            </div>
+
+            <!-- Receipt Form (edit/add) -->
+            <div id="receipt-form" style="margin-top: 1.5rem;"></div>
+
+            <!-- Add Receipt Buttons -->
+            <div style="margin-top: 1.5rem; display: flex; gap: 0.75rem;">
+                <label for="receipt-camera" class="btn btn-primary" style="flex: 1; text-align: center; cursor: pointer;">
+                    📷 Camera
                 </label>
-                <input type="file" id="receipt-upload" accept="image/*" capture="environment" style="display: none;"
+                <label for="receipt-upload" class="btn btn-secondary" style="flex: 1; text-align: center; cursor: pointer;">
+                    📁 Upload
+                </label>
+            </div>
+
+            <!-- Hidden file input: camera (mobile) -->
+            <input type="file" id="receipt-camera" name="receipt" accept="image/*" capture="environment" style="display: none;"
                    hx-post="/expenses/upload"
                    hx-encoding="multipart/form-data"
                    hx-target="#receipt-form"
                    hx-swap="innerHTML"
-                       hx-indicator="#upload-indicator">
+                   hx-indicator="#upload-indicator"
+                   hx-trigger="change">
+
+            <!-- Hidden file input: gallery / PDF upload -->
+            <input type="file" id="receipt-upload" name="receipt" accept="image/*,.pdf" style="display: none;"
+                   hx-post="/expenses/upload"
+                   hx-encoding="multipart/form-data"
+                   hx-target="#receipt-form"
+                   hx-swap="innerHTML"
+                   hx-indicator="#upload-indicator"
+                   hx-trigger="change">
+
             <div id="upload-indicator" class="htmx-indicator" style="text-align: center; padding: 1rem;">
                 <div class="spinner"></div>
                 <p>Analyzing receipt...</p>
             </div>
-            </div>
-
-            <!-- Receipt Form (filled by AI or empty) -->
-            <div id="receipt-form"></div>
-
-            <!-- Expense List -->
-            <div id="expense-list">
-                <h3 style="margin-bottom: 1rem;">Expenses</h3>
-                {{if .Expenses}}
-                <div class="expense-list">
-                    {{range .Expenses}}
-                    <div class="expense-item">
-                        <div class="expense-item-icon">
-                            <svg width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="#10b981" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-                                <rect x="3" y="3" width="18" height="18" rx="2" ry="2"/>
-                                <circle cx="8.5" cy="8.5" r="1.5"/>
-                                <polyline points="21 15 16 10 5 21"/>
-                            </svg>
-                        </div>
-                        <div class="expense-item-info">
-                            <div class="expense-item-merchant">{{.Merchant}}</div>
-                            <div class="expense-item-meta">{{.Date}} &middot; {{.Category}}</div>
-                            {{if .Description}}
-                            <div class="expense-item-desc">{{.Description}}</div>
-                            {{end}}
-                        </div>
-                        <div class="expense-item-amount">
-                            <span class="amount">{{printf "%.2f" .Amount}}</span>
-                            <span class="currency">{{.Currency}}</span>
-                        </div>
-                    </div>
-                    {{end}}
-                </div>
-                {{else}}
-                <div class="empty-state" style="padding: 2rem;">
-                    <svg width="48" height="48" viewBox="0 0 24 24" fill="none" stroke="#94a3b8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round">
-                        <path d="M14 2H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2V8z"/>
-                        <polyline points="14 2 14 8 20 8"/>
-                        <line x1="12" y1="18" x2="12" y2="18"/>
-                        <line x1="9" y1="15" x2="15" y2="15"/>
-                    </svg>
-                    <h3>No Expenses Yet</h3>
-                    <p>Capture a receipt to get started.</p>
-                </div>
-                {{end}}
-            </div>
-
-            <!-- File Event Button (only for open events) -->
-            {{if eq .Event.Status "open"}}
-            <div style="margin-top: 2rem; text-align: center;">
-                <button class="btn btn-secondary"
-                        onclick="document.getElementById('file-modal').classList.toggle('hidden')">
-                    File Event
-                </button>
-            </div>
-
-            <!-- File Event Modal -->
-            <div id="file-modal" class="modal-overlay hidden">
-                <div class="modal-content">
-                    <h3>File Event Report</h3>
-                    <p class="text-secondary">Generate and email the expense report for "{{.Event.Name}}".</p>
-                    <form hx-post="/events/{{.Event.ID}}/file" hx-target="body" hx-push-url="true">
-                        <div class="form-group">
-                            <label for="file-email">Send to</label>
-                            <input type="email" id="file-email" name="email" placeholder="recipient@example.com" required>
-                        </div>
-                        <div class="form-group">
-                            <label>Format</label>
-                            <div style="display: flex; gap: 1rem;">
-                                <label class="radio-label">
-                                    <input type="radio" name="format" value="csv" checked> CSV
-                                </label>
-                                <label class="radio-label">
-                                    <input type="radio" name="format" value="pdf"> PDF
-                                </label>
-                            </div>
-                        </div>
-                        <div style="display: flex; gap: 0.5rem; justify-content: flex-end;">
-                            <button type="button" class="btn btn-secondary"
-                                    onclick="document.getElementById('file-modal').classList.add('hidden')">Cancel</button>
-                            <button type="submit" class="btn btn-primary">Send Report & Close</button>
-                        </div>
-                    </form>
-                </div>
-            </div>
-            {{end}}
         </main>
     </div>
-
-    <script>
-        // Auto-trigger file input on label click
-        document.querySelector('label[for="receipt-upload"]')?.addEventListener('click', function() {
-            document.getElementById('receipt-upload').click();
-        });
-
-        // Close modal on overlay click
-        document.querySelector('.modal-overlay')?.addEventListener('click', function(e) {
-            if (e.target === this) {
-                this.classList.add('hidden');
-            }
-        });
-    </script>
 </body>
 </html>

templates/expense_list.html

@@ -22,7 +22,41 @@
             <div class="expense-item-amount">
                 <span class="amount">{{printf "%.2f" .Amount}}</span>
                 <span class="currency">{{.Currency}}</span>
+                {{if .ConvertedAmount}}
+                <div style="font-size: 0.75rem; color: #166534;">
+                    ≈ {{printf "%.2f" .ConvertedAmount}} {{.BaseCurrency}}
                 </div>
+                {{end}}
+            </div>
+            <div style="display: flex; align-items: center; gap: 0.25rem;">
+                {{if .ImagePath}}
+                <button class="btn btn-sm" style="background: none; border: 1px solid #475569; border-radius: 0.375rem; padding: 0.25rem 0.5rem; font-size: 0.75rem; cursor: pointer;"
+                        onclick="document.getElementById('img-{{.ID}}').classList.toggle('hidden')"
+                        title="View receipt image">
+                    🖼️
+                </button>
+                {{end}}
+                <button class="btn btn-sm" style="background: none; border: 1px solid #475569; border-radius: 0.375rem; padding: 0.25rem 0.5rem; font-size: 0.75rem; cursor: pointer;"
+                        hx-get="/expenses/{{.ID}}/edit"
+                        hx-target="#receipt-form"
+                        hx-swap="innerHTML"
+                        title="Edit expense">
+                    ✏️
+                </button>
+                <button class="btn btn-sm" style="background: none; border: 1px solid #7f1d1d; border-radius: 0.375rem; padding: 0.25rem 0.5rem; font-size: 0.75rem; cursor: pointer; color: #fca5a5;"
+                        onclick="if(confirm('Delete this expense?')) htmx.trigger('#del-{{.ID}}','click')"
+                        title="Delete expense">
+                    🗑️
+                </button>
+                <div hx-delete="/expenses/{{.ID}}" hx-target="#expense-list" hx-swap="outerHTML" id="del-{{.ID}}" style="display:none"></div>
+            </div>
+            {{if .ImagePath}}
+            <div id="img-{{.ID}}" class="hidden" style="position: fixed; inset: 0; background: rgba(0,0,0,0.85); z-index: 999; align-items: center; justify-content: center; cursor: pointer; padding: 1rem;"
+                 onclick="this.classList.add('hidden')">
+                <span style="position: absolute; top: 1rem; right: 1rem; font-size: 2rem; color: #fff; line-height: 1; cursor: pointer; z-index: 1000;">&times;</span>
+                <img src="/storage/{{.ImagePath}}" alt="Receipt" style="max-width: 100%; max-height: 100%; object-fit: contain; border-radius: 0.5rem;" onclick="event.stopPropagation()">
+            </div>
+            {{end}}
         </div>
         {{end}}
     </div>

templates/index.html

@@ -6,27 +6,25 @@
     <meta name="theme-color" content="#10b981">
     <meta name="apple-mobile-web-app-capable" content="yes">
     <meta name="apple-mobile-web-app-status-bar-style" content="default">
-    <title>ExpenseFlow</title>
+    <title>NextExpense</title>
+    <link rel="icon" type="image/svg+xml" href="/static/favicon.svg">
+    <link rel="alternate icon" href="/static/icons/icon-192.png">
     <link rel="manifest" href="/manifest.json">
-    <link rel="apple-touch-icon" href="/static/icons/icon-192.png">
-    <link rel="stylesheet" href="/static/css/style.css">
+    <link rel="apple-touch-icon" sizes="180x180" href="/static/icons/icon-180.png">
+    <link rel="stylesheet" href="/static/css/style.css?v=4">
     <script src="https://unpkg.com/htmx.org@1.9.10"></script>
 </head>
 <body>
     <div class="login-page">
         <div class="card login-card">
             <div class="login-brand">
-                <div class="login-icon">
-                    <svg width="48" height="48" viewBox="0 0 24 24" fill="none" stroke="#10b981" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-                        <path d="M12 2v20M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6"/>
-                    </svg>
-                </div>
-                <h1>ExpenseFlow</h1>
+                <div class="login-icon"><img src="/static/favicon.svg" width="48" height="48" alt="Nx"></div>
+                <h1>NextExpense</h1>
                 <p class="text-secondary">AI-Powered Expense Tracking</p>
             </div>
 
             <div id="otp-form">
-                <form hx-post="/request-otp" hx-target="#otp-form" hx-swap="outerHTML">
+                <form hx-post="/request-otp" hx-target="#otp-form" hx-swap="innerHTML">
                     <div class="form-group">
                         <label for="email">Email Address</label>
                         <input type="email" id="email" name="email" placeholder="you@example.com" required autocomplete="email" inputmode="email">

templates/month_events.html

@@ -0,0 +1,159 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=no">
+    <meta name="theme-color" content="#10b981">
+    <title>{{.Month.Name}} - NextExpense</title>
+    <link rel="icon" type="image/svg+xml" href="/static/favicon.svg">
+    <link rel="alternate icon" href="/static/icons/icon-192.png">
+    <link rel="manifest" href="/manifest.json">
+    <link rel="stylesheet" href="/static/css/style.css?v=5">
+    <script src="https://unpkg.com/htmx.org@1.9.10"></script>
+</head>
+<body>
+    <div class="app-shell">
+        <header class="app-header">
+            <a href="/dashboard" class="btn btn-secondary btn-sm"
+               hx-get="/dashboard" hx-target="body" hx-push-url="true">&larr; Dashboard</a>
+            <h1 class="app-title" style="font-size: 1.1rem;">{{.Month.Name}}</h1>
+            <button class="btn btn-secondary btn-sm" style="font-size: 0.75rem;"
+                    hx-post="/logout" hx-target="body" hx-push-url="true">Logout</button>
+        </header>
+
+        <main class="main-content">
+            <!-- Breadcrumb -->
+            <div style="font-size: 0.75rem; color: var(--color-text-muted); margin-bottom: 1rem;">
+                <a href="/dashboard" style="color: var(--color-primary); text-decoration: none;"
+                   hx-get="/dashboard" hx-target="body" hx-push-url="true">Dashboard</a>
+                &rsaquo; {{.Month.Name}}
+            </div>
+
+            <div class="dashboard-header">
+                <h2>Events</h2>
+                <button class="btn btn-primary btn-sm"
+                        onclick="document.getElementById('create-event-form').classList.toggle('hidden')">
+                    + New
+                </button>
+            </div>
+
+            <div id="create-event-form" class="hidden" style="margin-bottom: 1rem;">
+                <div class="card" style="padding: 1rem;">
+                    <h3 style="margin-bottom: 1rem;">New Event</h3>
+                    <form hx-post="/months/{{.Month.ID}}/events" hx-target="body" hx-push-url="true">
+                        <div class="form-group">
+                            <label class="form-label">Event Name</label>
+                            <input type="text" name="name" placeholder="Event name" required>
+                        </div>
+                        <div style="background: #064e3b; border: 1px solid #065f46; border-radius: 0.5rem; padding: 1rem; margin-bottom: 0.5rem;">
+                            <div style="font-size: 0.8rem; font-weight: 600; color: #6ee7b7; margin-bottom: 0.75rem;">Conversion Rate</div>
+                            <div class="form-row" style="gap: 1rem;">
+                                <div style="flex: 1;">
+                                    <label class="form-label">Claim Amount</label>
+                                    <input type="number" name="sample_claim_amount" step="0.01" min="0.01" placeholder="e.g. 7.73" required>
+                                </div>
+                                <div style="flex: 0 0 80px;">
+                                    <label class="form-label">Currency</label>
+                                    <input type="text" name="base_currency" value="USD" required maxlength="3" style="text-transform: uppercase;">
+                                </div>
+                            </div>
+                            <div class="form-row" style="gap: 1rem; margin-top: 0.5rem;">
+                                <div style="flex: 1;">
+                                    <label class="form-label">Local Amount</label>
+                                    <input type="number" name="sample_receipt_amount" step="0.01" min="0.01" placeholder="e.g. 1000" required>
+                                </div>
+                                <div style="flex: 0 0 80px;">
+                                    <label class="form-label">Currency</label>
+                                    <input type="text" name="sample_receipt_currency" value="KES" required maxlength="3" style="text-transform: uppercase;">
+                                </div>
+                            </div>
+                            <div style="font-size: 0.7rem; color: var(--color-text-muted); margin-top: 0.5rem;">
+                                Rate = Claim / Local
+                            </div>
+                        </div>
+                        <button type="submit" class="btn btn-primary btn-block">Create Event</button>
+                    </form>
+                </div>
+            </div>
+
+            <div id="event-list">
+                {{if .Events}}
+                <div style="display: flex; flex-direction: column; gap: 0.5rem;">
+                    {{range .Events}}
+                    <div style="display: flex; align-items: center; justify-content: space-between; background: var(--color-card); border: 1px solid var(--color-border); border-radius: 0.5rem; padding: 0.75rem 1rem;">
+                        <div>
+                            <div style="font-weight: 500; color: var(--color-text);">{{.Event.Name}}</div>
+                            <div style="font-size: 0.75rem; color: var(--color-text-muted);">
+                                {{.Event.BaseCurrency}} · {{printf "%.6f" .Event.ExchangeRate}} rate
+                            </div>
+                        </div>
+                        {{if .Total}}
+                        <div style="text-align: right; margin-right: 0.75rem;">
+                            <div style="font-size: 0.7rem; color: var(--color-text-muted);">claim</div>
+                            <div style="font-weight: 600; color: var(--color-primary); font-size: 0.95rem;">{{printf "%.2f" .Total}} {{.Currency}}</div>
+                        </div>
+                        {{end}}
+                        <div style="display: flex; gap: 0.5rem;">
+                            <button class="btn btn-primary btn-sm"
+                                    hx-get="/months/{{$.Month.ID}}/events/{{.Event.ID}}/expenses" hx-target="body" hx-push-url="true">
+                                Open
+                            </button>
+                            {{if eq .Event.Status "open"}}
+                            <button class="btn btn-secondary btn-sm"
+                                    hx-get="/months/{{$.Month.ID}}/events/{{.Event.ID}}/edit"
+                                    hx-target="#create-event-form"
+                                    hx-swap="innerHTML"
+                                    onclick="document.getElementById('create-event-form').classList.remove('hidden')"
+                                    style="font-size: 0.75rem;">
+                                Edit
+                            </button>
+                            {{end}}
+                            {{if eq .Event.Status "closed"}}
+                            <button class="btn btn-secondary btn-sm"
+                                    hx-put="/months/{{$.Month.ID}}/events/{{.Event.ID}}/reopen"
+                                    hx-target="body"
+                                    hx-push-url="true"
+                                    style="font-size: 0.75rem;">
+                                Reopen
+                            </button>
+                            {{end}}
+                        </div>
+                    </div>
+                    {{end}}
+                </div>
+                {{else}}
+                <div class="empty-state" style="text-align: center; padding: 3rem; color: #94a3b8;">
+                    <p>No events yet. Create one to get started.</p>
+                </div>
+                {{end}}
+            </div>
+
+            <!-- Monthly Report Generation -->
+            {{if .Events}}
+            <div style="margin-top: 2rem; border-top: 1px solid var(--color-border); padding-top: 1.5rem;">
+                <h3 style="font-size: 1rem; font-weight: 600; margin-bottom: 1rem;">Monthly Report</h3>
+                <div id="submit-error"></div>
+                <div id="report-section">
+                    <form hx-post="/months/{{.Month.ID}}/generate" hx-target="#report-section" hx-swap="outerHTML"
+                          hx-indicator="#generate-spinner">
+                        <div class="form-group">
+                            <label>Generate a complete report with all event expenses and receipt images.</label>
+                            <div style="font-size: 0.85rem; color: var(--color-text-muted); margin-bottom: 0.5rem;">
+                                Includes {{len .Events}} event(s) with all receipts.
+                            </div>
+                        </div>
+                        <div id="generate-spinner" class="htmx-indicator" style="text-align: center; padding: 0.5rem;">
+                            <div class="spinner"></div>
+                            <p style="font-size: 0.8rem; color: var(--color-text-muted); margin-top: 0.25rem;">Packaging monthly report…</p>
+                        </div>
+                        <button type="submit" class="btn btn-primary btn-block" style="margin-top: 0.5rem;">
+                            Generate Monthly Report
+                        </button>
+                    </form>
+                </div>
+            </div>
+            {{end}}
+        </main>
+    </div>
+</body>
+</html>

templates/onboarding.html

@@ -0,0 +1,56 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=no">
+    <meta name="theme-color" content="#10b981">
+    <title>{{if .Editing}}Profile{{else}}Welcome{{end}} - NextExpense</title>
+    <link rel="icon" type="image/svg+xml" href="/static/favicon.svg">
+    <link rel="stylesheet" href="/static/css/style.css?v=4">
+    <script src="https://unpkg.com/htmx.org@1.9.10"></script>
+</head>
+<body>
+    <div class="app-shell">
+        <header class="app-header">
+            {{if .Editing}}
+            <a href="/dashboard" class="btn btn-secondary btn-sm"
+               hx-get="/dashboard" hx-target="body" hx-push-url="true">&larr; Back</a>
+            <h1 class="app-title" style="font-size: 1.1rem;">Edit Profile</h1>
+            <span></span>
+            {{else}}
+            <h1 class="app-title" style="font-size: 1.1rem;">Welcome to NextExpense</h1>
+            {{end}}
+        </header>
+
+        <main class="main-content">
+            {{if .Editing}}
+            <p style="color: var(--color-text-muted); font-size: 0.9rem; margin-bottom: 1.5rem;">
+                Update your name or department. This appears on all expense reports.
+            </p>
+            {{else}}
+            <p style="color: var(--color-text-muted); font-size: 0.9rem; margin-bottom: 1.5rem;">
+                Let's set up your profile. This information will appear on your expense reports.
+            </p>
+            {{end}}
+
+            <div id="onboarding-error"></div>
+
+            <form hx-post="{{if .Editing}}/profile{{else}}/onboarding{{end}}" hx-target="#onboarding-error" hx-swap="innerHTML">
+                <div class="form-group">
+                    <label class="form-label" for="name">Full Name</label>
+                    <input type="text" id="name" name="name" placeholder="Your name as it should appear on reports"
+                           value="{{.Name}}" required autofocus>
+                </div>
+                <div class="form-group">
+                    <label class="form-label" for="department">Department / Employee ID</label>
+                    <input type="text" id="department" name="department" placeholder="e.g. Finance, ENG-1234"
+                           value="{{.Department}}">
+                </div>
+                <button type="submit" class="btn btn-primary btn-block" style="margin-top: 0.5rem;">
+                    {{if .Editing}}Save Changes{{else}}Save & Continue{{end}}
+                </button>
+            </form>
+        </main>
+    </div>
+</body>
+</html>

templates/receipt_form.html

@@ -1,9 +1,8 @@
-<div id="receipt-form">
-    {{if .AIError}}
-    <div class="error-message" style="background: #fef2f2; border: 1px solid #fecaca; color: #dc2626; padding: 0.75rem; border-radius: 0.5rem; margin-bottom: 1rem;">
+{{if .AIError}}
+<div class="error-message" style="background: #fef2f2; border: 1px solid #fecaca; color: #dc2626; padding: 0.75rem; border-radius: 0.5rem; margin-bottom: 1rem;">
     {{.AIError}}
-    </div>
-    {{end}}
+</div>
+{{end}}
 
     <div class="card" style="padding: 1rem;">
         <div style="display: flex; align-items: center; gap: 0.5rem; margin-bottom: 1rem;">
@@ -15,9 +14,15 @@
             <span class="badge badge-open" style="margin-left: auto;">AI Extracted</span>
         </div>
 
+        {{if .EditID}}
+        <form hx-put="/expenses/{{.EditID}}" hx-target="#receipt-form" hx-swap="outerHTML"
+              hx-indicator="#save-indicator">
+        {{else}}
         <form hx-post="/expenses" hx-target="#receipt-form" hx-swap="outerHTML"
               hx-indicator="#save-indicator">
+        {{end}}
             <input type="hidden" name="image_path" value="{{.ImagePath}}">
+            {{if .EditID}}<input type="hidden" name="edit_id" value="{{.EditID}}">{{end}}
 
             <div class="form-row">
                 <div class="form-group">
@@ -27,21 +32,8 @@
                 </div>
                 <div class="form-group">
                     <label for="currency">Currency *</label>
-                    <select id="currency" name="currency" required>
-                        <option value="">Select</option>
-                        <option value="USD" {{if eq .Currency "USD"}}selected{{end}}>USD</option>
-                        <option value="EUR" {{if eq .Currency "EUR"}}selected{{end}}>EUR</option>
-                        <option value="GBP" {{if eq .Currency "GBP"}}selected{{end}}>GBP</option>
-                        <option value="JPY" {{if eq .Currency "JPY"}}selected{{end}}>JPY</option>
-                        <option value="CHF" {{if eq .Currency "CHF"}}selected{{end}}>CHF</option>
-                        <option value="SEK" {{if eq .Currency "SEK"}}selected{{end}}>SEK</option>
-                        <option value="NOK" {{if eq .Currency "NOK"}}selected{{end}}>NOK</option>
-                        <option value="DKK" {{if eq .Currency "DKK"}}selected{{end}}>DKK</option>
-                        <option value="PLN" {{if eq .Currency "PLN"}}selected{{end}}>PLN</option>
-                        <option value="CZK" {{if eq .Currency "CZK"}}selected{{end}}>CZK</option>
-                        <option value="HUF" {{if eq .Currency "HUF"}}selected{{end}}>HUF</option>
-                        <option value="RON" {{if eq .Currency "RON"}}selected{{end}}>RON</option>
-                    </select>
+                    <input type="text" id="currency" name="currency" placeholder="KES, USD, EUR…"
+                           value="{{.Currency}}" required maxlength="3" style="text-transform: uppercase;">
                 </div>
             </div>
 
@@ -56,11 +48,22 @@
                     <label for="category">Category *</label>
                     <select id="category" name="category" required>
                         <option value="">Select</option>
-                        <option value="Food" {{if eq .Category "Food"}}selected{{end}}>Food</option>
-                        <option value="Travel" {{if eq .Category "Travel"}}selected{{end}}>Travel</option>
-                        <option value="Lodging" {{if eq .Category "Lodging"}}selected{{end}}>Lodging</option>
-                        <option value="Software" {{if eq .Category "Software"}}selected{{end}}>Software</option>
-                        <option value="Other" {{if eq .Category "Other"}}selected{{end}}>Other</option>
+                        <option value="Airfare" {{if eq .Category "Airfare"}}selected{{end}}>Airfare</option>
+                        <option value="Accommodation" {{if eq .Category "Accommodation"}}selected{{end}}>Accommodation</option>
+                        <option value="Meals Self" {{if eq .Category "Meals Self"}}selected{{end}}>Meals Self</option>
+                        <option value="Staff Meal" {{if eq .Category "Staff Meal"}}selected{{end}}>Staff Meal</option>
+                        <option value="Client Meal" {{if eq .Category "Client Meal"}}selected{{end}}>Client Meal</option>
+                        <option value="Travel - Taxi" {{if eq .Category "Travel - Taxi"}}selected{{end}}>Travel - Taxi</option>
+                        <option value="Travel - Phone" {{if eq .Category "Travel - Phone"}}selected{{end}}>Travel - Phone</option>
+                        <option value="Misc Travel" {{if eq .Category "Misc Travel"}}selected{{end}}>Misc Travel</option>
+                        <option value="Mobile / Office Phone" {{if eq .Category "Mobile / Office Phone"}}selected{{end}}>Mobile / Office Phone</option>
+                        <option value="Office Supplies" {{if eq .Category "Office Supplies"}}selected{{end}}>Office Supplies</option>
+                        <option value="Postage / Couriers" {{if eq .Category "Postage / Couriers"}}selected{{end}}>Postage / Couriers</option>
+                        <option value="Other Expenses" {{if eq .Category "Other Expenses"}}selected{{end}}>Other Expenses</option>
+                        <option value="Hotel" {{if eq .Category "Hotel"}}selected{{end}}>Hotel</option>
+                        <option value="Per Diem" {{if eq .Category "Per Diem"}}selected{{end}}>Per Diem</option>
+                        <option value="Visa Fees" {{if eq .Category "Visa Fees"}}selected{{end}}>Visa Fees</option>
+                        <option value="Connectivity (internet connections)" {{if eq .Category "Connectivity (internet connections)"}}selected{{end}}>Connectivity (internet connections)</option>
                     </select>
                 </div>
                 <div class="form-group">
@@ -70,14 +73,35 @@
             </div>
 
             <div class="form-group">
-                <label for="description">Description</label>
-                <textarea id="description" name="description" placeholder="Optional notes...">{{.Description}}</textarea>
+                <label for="description">Description *</label>
+                <textarea id="description" name="description" placeholder="Required notes..." required>{{.Description}}</textarea>
             </div>
 
+            {{if .BaseCurrency}}
+            <div class="card" style="padding: 0.75rem; background: #064e3b; border: 1px solid #065f46; border-radius: 0.5rem; margin-bottom: 1rem;">
+                <div style="font-size: 0.875rem; font-weight: 600; color: #6ee7b7; margin-bottom: 0.5rem;">
+                    Claim Conversion
+                </div>
+                <div class="form-row">
+                    <div class="form-group">
+                        <label for="converted_amount">Converted Amount ({{.BaseCurrency}})</label>
+                        <input type="number" id="converted_amount" name="converted_amount" step="0.01" min="0" placeholder="0.00"
+                               value="{{.ConvertedAmount}}" inputmode="decimal">
+                    </div>
+                    <div class="form-group">
+                        <label>Rate</label>
+                        <input type="text" class="form-control" value="1 {{.Currency}} = {{printf "%.6f" .ExchangeRate}} {{.BaseCurrency}}" readonly style="background: var(--color-card); padding: 0.5rem; border: 1px solid var(--color-border); border-radius: 0.375rem; width: 100%; box-sizing: border-box; color: var(--color-text-muted);">
+                    </div>
+                </div>
+                <input type="hidden" name="base_currency" value="{{.BaseCurrency}}">
+                <input type="hidden" name="exchange_rate" value="{{.ExchangeRate}}">
+            </div>
+            {{end}}
+
             <div style="display: flex; gap: 0.5rem;">
                 <button type="submit" class="btn btn-primary" id="save-indicator">
                     <span class="spinner htmx-indicator"></span>
-                    Save Expense
+                    {{if .EditID}}Update Expense{{else}}Save Expense{{end}}
                 </button>
                 <button type="button" class="btn btn-secondary"
                         onclick="document.getElementById('receipt-form').innerHTML = ''">
@@ -86,4 +110,3 @@
             </div>
         </form>
     </div>
-</div>