feat: add chart patterns, context menu, and import preview popup (v0.2.3)

- Add SVG fill patterns to differentiate chart categories beyond color
- Add right-click context menu on charts to hide categories or view transactions
- Add transaction detail modal showing all transactions for a category
- Change import preview from wizard step to popup modal
- Add direct "Check Duplicates" button skipping preview step
- Bump version to 0.2.3

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

CHANGELOG.md

@@ -0,0 +1,27 @@
+# Changelog
+
+## 0.2.3
+
+### New Features
+- **Chart patterns**: Added SVG fill patterns (diagonal lines, dots, crosshatch, etc.) to differentiate categories in bar charts, pie chart, and stacked bar charts beyond just color
+- **Chart context menu**: Right-click any category in a chart to hide it or view its transactions in a detail popup
+- **Hidden categories**: Hidden categories appear as dismissible chips above charts with a "Show all" button to restore them
+- **Transaction detail modal**: View all transactions composing a category's total directly from any chart
+- **Import preview popup**: The data preview is now a popup modal instead of a separate wizard step, allowing quick inspection without leaving the configuration page
+- **Direct duplicate check**: New "Check Duplicates" button on the import configuration page skips directly to duplicate validation without requiring a preview first
+
+### Improvements
+- Import wizard flow simplified: source-config → duplicate-check (preview is optional via popup)
+- Duplicate-check back button now returns to source configuration instead of the removed preview step
+- Added `categoryIds` map to `CategoryOverTimeData` for proper category resolution in the over-time chart
+
+## 0.2.2
+
+- Bump version
+
+## 0.2.1
+
+- Add "All Keywords" view on Categories page
+- Add dark mode with warm gray palette
+- Fix orphan categories, persist has_header for imports, add re-initialize
+- Add Budget and Adjustments pages

package.json

@@ -1,7 +1,7 @@
 {
   "name": "simpl_result_scaffold",
   "private": true,
-  "version": "0.2.2",
+  "version": "0.2.3",
   "type": "module",
   "scripts": {
     "dev": "vite",

src-tauri/Cargo.lock

@@ -3770,7 +3770,7 @@ checksum = "e320a6c5ad31d271ad523dcf3ad13e2767ad8b1cb8f047f75a8aeaf8da139da2"
 
 [[package]]
 name = "simpl-result"
-version = "0.1.0"
+version = "0.2.3"
 dependencies = [
  "encoding_rs",
  "serde",

src-tauri/Cargo.toml

@@ -1,6 +1,6 @@
 [package]
 name = "simpl-result"
-version = "0.2.2"
+version = "0.2.3"
 description = "Personal finance management app"
 authors = ["you"]
 edition = "2021"

src-tauri/tauri.conf.json

@@ -1,7 +1,7 @@
 {
   "$schema": "https://schema.tauri.app/config/2",
   "productName": "Simpl Résultat",
-  "version": "0.2.2",
+  "version": "0.2.3",
   "identifier": "com.simpl.resultat",
   "build": {
     "beforeDevCommand": "npm run dev",

src/components/dashboard/CategoryPieChart.tsx

@@ -1,13 +1,38 @@
+import { useState, useRef, useCallback } from "react";
 import { useTranslation } from "react-i18next";
 import { PieChart, Pie, Cell, ResponsiveContainer, Tooltip } from "recharts";
+import { Eye } from "lucide-react";
 import type { CategoryBreakdownItem } from "../../shared/types";
+import { ChartPatternDefs, getPatternFill, PatternSwatch } from "../../utils/chartPatterns";
+import ChartContextMenu from "../shared/ChartContextMenu";
 
 interface CategoryPieChartProps {
   data: CategoryBreakdownItem[];
+  hiddenCategories: Set<string>;
+  onToggleHidden: (categoryName: string) => void;
+  onShowAll: () => void;
+  onViewDetails: (item: CategoryBreakdownItem) => void;
 }
 
-export default function CategoryPieChart({ data }: CategoryPieChartProps) {
+export default function CategoryPieChart({
+  data,
+  hiddenCategories,
+  onToggleHidden,
+  onShowAll,
+  onViewDetails,
+}: CategoryPieChartProps) {
   const { t } = useTranslation();
+  const hoveredRef = useRef<CategoryBreakdownItem | null>(null);
+  const [contextMenu, setContextMenu] = useState<{ x: number; y: number; item: CategoryBreakdownItem } | null>(null);
+
+  const visibleData = data.filter((d) => !hiddenCategories.has(d.category_name));
+  const total = visibleData.reduce((sum, d) => sum + d.total, 0);
+
+  const handleContextMenu = useCallback((e: React.MouseEvent) => {
+    if (!hoveredRef.current) return;
+    e.preventDefault();
+    setContextMenu({ x: e.clientX, y: e.clientY, item: hoveredRef.current });
+  }, []);
 
   if (data.length === 0) {
     return (
@@ -18,55 +43,109 @@ export default function CategoryPieChart({ data }: CategoryPieChartProps) {
     );
   }
 
-  const total = data.reduce((sum, d) => sum + d.total, 0);
-
   return (
     <div className="bg-[var(--card)] rounded-xl p-6 border border-[var(--border)]">
       <h2 className="text-lg font-semibold mb-4">{t("dashboard.expensesByCategory")}</h2>
-      <ResponsiveContainer width="100%" height={280}>
+
-        <PieChart>
+      {hiddenCategories.size > 0 && (
-          <Pie
+        <div className="flex flex-wrap items-center gap-2 mb-3">
-            data={data}
+          <span className="text-xs text-[var(--muted-foreground)]">{t("charts.hiddenCategories")}:</span>
-            dataKey="total"
+          {Array.from(hiddenCategories).map((name) => (
-            nameKey="category_name"
+            <button
-            cx="50%"
+              key={name}
-            cy="50%"
+              onClick={() => onToggleHidden(name)}
-            innerRadius={50}
+              className="inline-flex items-center gap-1 px-2 py-0.5 text-xs rounded-full bg-[var(--muted)] text-[var(--muted-foreground)] hover:bg-[var(--border)] transition-colors"
-            outerRadius={100}
+            >
-            paddingAngle={2}
+              <Eye size={12} />
+              {name}
+            </button>
+          ))}
+          <button
+            onClick={onShowAll}
+            className="text-xs text-[var(--primary)] hover:underline"
           >
-            {data.map((item, index) => (
+            {t("charts.showAll")}
-              <Cell key={index} fill={item.category_color} />
+          </button>
-            ))}
+        </div>
-          </Pie>
+      )}
-          <Tooltip
+
-            formatter={(value) =>
+      <div onContextMenu={handleContextMenu}>
-              new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" }).format(Number(value))
+        <ResponsiveContainer width="100%" height={280}>
-            }
+          <PieChart>
-            contentStyle={{
+            <ChartPatternDefs
-              backgroundColor: "var(--card)",
+              prefix="cat-pie"
-              border: "1px solid var(--border)",
+              categories={visibleData.map((item, index) => ({ color: item.category_color, index }))}
-              borderRadius: "8px",
-              color: "var(--foreground)",
-            }}
-            labelStyle={{ color: "var(--foreground)" }}
-            itemStyle={{ color: "var(--foreground)" }}
-          />
-        </PieChart>
-      </ResponsiveContainer>
-      <div className="flex flex-wrap gap-x-4 gap-y-1 mt-2">
-        {data.map((item, index) => (
-          <div key={index} className="flex items-center gap-1.5 text-sm">
-            <span
-              className="w-3 h-3 rounded-full inline-block flex-shrink-0"
-              style={{ backgroundColor: item.category_color }}
             />
-            <span className="text-[var(--muted-foreground)]">
+            <Pie
-              {item.category_name} {total > 0 ? `${Math.round((item.total / total) * 100)}%` : ""}
+              data={visibleData}
-            </span>
+              dataKey="total"
-          </div>
+              nameKey="category_name"
-        ))}
+              cx="50%"
+              cy="50%"
+              innerRadius={50}
+              outerRadius={100}
+              paddingAngle={2}
+            >
+              {visibleData.map((item, index) => (
+                <Cell
+                  key={index}
+                  fill={getPatternFill("cat-pie", index, item.category_color)}
+                  onMouseEnter={() => { hoveredRef.current = item; }}
+                  onMouseLeave={() => { hoveredRef.current = null; }}
+                  cursor="context-menu"
+                />
+              ))}
+            </Pie>
+            <Tooltip
+              formatter={(value) =>
+                new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" }).format(Number(value))
+              }
+              contentStyle={{
+                backgroundColor: "var(--card)",
+                border: "1px solid var(--border)",
+                borderRadius: "8px",
+                color: "var(--foreground)",
+              }}
+              labelStyle={{ color: "var(--foreground)" }}
+              itemStyle={{ color: "var(--foreground)" }}
+            />
+          </PieChart>
+        </ResponsiveContainer>
       </div>
+
+      <div className="flex flex-wrap gap-x-4 gap-y-1 mt-2">
+        {data.map((item, index) => {
+          const isHidden = hiddenCategories.has(item.category_name);
+          return (
+            <button
+              key={index}
+              className={`flex items-center gap-1.5 text-sm ${isHidden ? "opacity-40" : ""}`}
+              onContextMenu={(e) => {
+                e.preventDefault();
+                setContextMenu({ x: e.clientX, y: e.clientY, item });
+              }}
+              onClick={() => isHidden ? onToggleHidden(item.category_name) : undefined}
+              title={isHidden ? t("charts.clickToShow") : undefined}
+            >
+              <PatternSwatch index={index} color={item.category_color} prefix="cat-pie" />
+              <span className="text-[var(--muted-foreground)]">
+                {item.category_name} {total > 0 && !isHidden ? `${Math.round((item.total / total) * 100)}%` : ""}
+              </span>
+            </button>
+          );
+        })}
+      </div>
+
+      {contextMenu && (
+        <ChartContextMenu
+          x={contextMenu.x}
+          y={contextMenu.y}
+          categoryName={contextMenu.item.category_name}
+          onHide={() => onToggleHidden(contextMenu.item.category_name)}
+          onViewDetails={() => onViewDetails(contextMenu.item)}
+          onClose={() => setContextMenu(null)}
+        />
+      )}
     </div>
   );
 }

src/components/import/FilePreviewModal.tsx

@@ -0,0 +1,61 @@
+import { useEffect } from "react";
+import { createPortal } from "react-dom";
+import { useTranslation } from "react-i18next";
+import { X } from "lucide-react";
+import FilePreviewTable from "./FilePreviewTable";
+import type { ParsedRow } from "../../shared/types";
+
+interface FilePreviewModalProps {
+  rows: ParsedRow[];
+  totalCount: number;
+  onClose: () => void;
+}
+
+export default function FilePreviewModal({
+  rows,
+  totalCount,
+  onClose,
+}: FilePreviewModalProps) {
+  const { t } = useTranslation();
+
+  useEffect(() => {
+    function handleEscape(e: KeyboardEvent) {
+      if (e.key === "Escape") onClose();
+    }
+    document.addEventListener("keydown", handleEscape);
+    return () => document.removeEventListener("keydown", handleEscape);
+  }, [onClose]);
+
+  return createPortal(
+    <div
+      className="fixed inset-0 z-[200] flex items-center justify-center bg-black/50"
+      onClick={(e) => { if (e.target === e.currentTarget) onClose(); }}
+    >
+      <div className="bg-[var(--card)] rounded-xl border border-[var(--border)] shadow-2xl w-full max-w-4xl max-h-[85vh] flex flex-col mx-4">
+        {/* Header */}
+        <div className="flex items-center justify-between px-6 py-4 border-b border-[var(--border)]">
+          <h2 className="text-lg font-semibold">{t("import.preview.title")}</h2>
+          <button
+            onClick={onClose}
+            className="p-1 rounded-lg hover:bg-[var(--muted)] transition-colors"
+          >
+            <X size={18} />
+          </button>
+        </div>
+
+        {/* Body */}
+        <div className="flex-1 overflow-auto p-6">
+          <FilePreviewTable rows={rows} />
+          {totalCount > rows.length && (
+            <p className="text-sm text-[var(--muted-foreground)] text-center mt-4">
+              {t("import.preview.moreRows", {
+                count: totalCount - rows.length,
+              })}
+            </p>
+          )}
+        </div>
+      </div>
+    </div>,
+    document.body
+  );
+}

src/components/reports/CategoryBarChart.tsx

@@ -1,3 +1,4 @@
+import { useState, useRef, useCallback } from "react";
 import { useTranslation } from "react-i18next";
 import {
   BarChart,
@@ -8,17 +9,40 @@ import {
   ResponsiveContainer,
   Cell,
 } from "recharts";
+import { Eye } from "lucide-react";
 import type { CategoryBreakdownItem } from "../../shared/types";
+import { ChartPatternDefs, getPatternFill } from "../../utils/chartPatterns";
+import ChartContextMenu from "../shared/ChartContextMenu";
 
 const cadFormatter = (value: number) =>
   new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD", maximumFractionDigits: 0 }).format(value);
 
 interface CategoryBarChartProps {
   data: CategoryBreakdownItem[];
+  hiddenCategories: Set<string>;
+  onToggleHidden: (categoryName: string) => void;
+  onShowAll: () => void;
+  onViewDetails: (item: CategoryBreakdownItem) => void;
 }
 
-export default function CategoryBarChart({ data }: CategoryBarChartProps) {
+export default function CategoryBarChart({
+  data,
+  hiddenCategories,
+  onToggleHidden,
+  onShowAll,
+  onViewDetails,
+}: CategoryBarChartProps) {
   const { t } = useTranslation();
+  const hoveredRef = useRef<CategoryBreakdownItem | null>(null);
+  const [contextMenu, setContextMenu] = useState<{ x: number; y: number; item: CategoryBreakdownItem } | null>(null);
+
+  const visibleData = data.filter((d) => !hiddenCategories.has(d.category_name));
+
+  const handleContextMenu = useCallback((e: React.MouseEvent) => {
+    if (!hoveredRef.current) return;
+    e.preventDefault();
+    setContextMenu({ x: e.clientX, y: e.clientY, item: hoveredRef.current });
+  }, []);
 
   if (data.length === 0) {
     return (
@@ -30,39 +54,84 @@ export default function CategoryBarChart({ data }: CategoryBarChartProps) {
 
   return (
     <div className="bg-[var(--card)] rounded-xl p-6 border border-[var(--border)]">
-      <ResponsiveContainer width="100%" height={Math.max(400, data.length * 40)}>
+      {hiddenCategories.size > 0 && (
-        <BarChart data={data} layout="vertical" margin={{ top: 10, right: 30, left: 10, bottom: 0 }}>
+        <div className="flex flex-wrap items-center gap-2 mb-4">
-          <XAxis
+          <span className="text-xs text-[var(--muted-foreground)]">{t("charts.hiddenCategories")}:</span>
-            type="number"
+          {Array.from(hiddenCategories).map((name) => (
-            tickFormatter={(v) => cadFormatter(v)}
+            <button
-            tick={{ fill: "var(--muted-foreground)", fontSize: 12 }}
+              key={name}
-            stroke="var(--border)"
+              onClick={() => onToggleHidden(name)}
-          />
+              className="inline-flex items-center gap-1 px-2 py-0.5 text-xs rounded-full bg-[var(--muted)] text-[var(--muted-foreground)] hover:bg-[var(--border)] transition-colors"
-          <YAxis
+            >
-            type="category"
+              <Eye size={12} />
-            dataKey="category_name"
+              {name}
-            width={120}
+            </button>
-            tick={{ fill: "var(--muted-foreground)", fontSize: 12 }}
+          ))}
-            stroke="var(--border)"
+          <button
-          />
+            onClick={onShowAll}
-          <Tooltip
+            className="text-xs text-[var(--primary)] hover:underline"
-            formatter={(value: number | undefined) => cadFormatter(value ?? 0)}
+          >
-            contentStyle={{
+            {t("charts.showAll")}
-              backgroundColor: "var(--card)",
+          </button>
-              border: "1px solid var(--border)",
+        </div>
-              borderRadius: "8px",
+      )}
-              color: "var(--foreground)",
+
-            }}
+      <div onContextMenu={handleContextMenu}>
-            labelStyle={{ color: "var(--foreground)" }}
+        <ResponsiveContainer width="100%" height={Math.max(400, visibleData.length * 40)}>
-            itemStyle={{ color: "var(--foreground)" }}
+          <BarChart data={visibleData} layout="vertical" margin={{ top: 10, right: 30, left: 10, bottom: 0 }}>
-          />
+            <ChartPatternDefs
-          <Bar dataKey="total" name={t("dashboard.expenses")} radius={[0, 4, 4, 0]}>
+              prefix="cat-bar"
-            {data.map((item, index) => (
+              categories={visibleData.map((item, index) => ({ color: item.category_color, index }))}
-              <Cell key={index} fill={item.category_color} />
+            />
-            ))}
+            <XAxis
-          </Bar>
+              type="number"
-        </BarChart>
+              tickFormatter={(v) => cadFormatter(v)}
-      </ResponsiveContainer>
+              tick={{ fill: "var(--muted-foreground)", fontSize: 12 }}
+              stroke="var(--border)"
+            />
+            <YAxis
+              type="category"
+              dataKey="category_name"
+              width={120}
+              tick={{ fill: "var(--muted-foreground)", fontSize: 12 }}
+              stroke="var(--border)"
+            />
+            <Tooltip
+              formatter={(value: number | undefined) => cadFormatter(value ?? 0)}
+              contentStyle={{
+                backgroundColor: "var(--card)",
+                border: "1px solid var(--border)",
+                borderRadius: "8px",
+                color: "var(--foreground)",
+              }}
+              labelStyle={{ color: "var(--foreground)" }}
+              itemStyle={{ color: "var(--foreground)" }}
+            />
+            <Bar dataKey="total" name={t("dashboard.expenses")} radius={[0, 4, 4, 0]}>
+              {visibleData.map((item, index) => (
+                <Cell
+                  key={index}
+                  fill={getPatternFill("cat-bar", index, item.category_color)}
+                  onMouseEnter={() => { hoveredRef.current = item; }}
+                  onMouseLeave={() => { hoveredRef.current = null; }}
+                  cursor="context-menu"
+                />
+              ))}
+            </Bar>
+          </BarChart>
+        </ResponsiveContainer>
+      </div>
+
+      {contextMenu && (
+        <ChartContextMenu
+          x={contextMenu.x}
+          y={contextMenu.y}
+          categoryName={contextMenu.item.category_name}
+          onHide={() => onToggleHidden(contextMenu.item.category_name)}
+          onViewDetails={() => onViewDetails(contextMenu.item)}
+          onClose={() => setContextMenu(null)}
+        />
+      )}
     </div>
   );
 }

src/components/reports/CategoryOverTimeChart.tsx

@@ -1,3 +1,4 @@
+import { useState, useRef, useCallback } from "react";
 import { useTranslation } from "react-i18next";
 import {
   BarChart,
@@ -9,7 +10,10 @@ import {
   Legend,
   CartesianGrid,
 } from "recharts";
-import type { CategoryOverTimeData } from "../../shared/types";
+import { Eye } from "lucide-react";
+import type { CategoryOverTimeData, CategoryBreakdownItem } from "../../shared/types";
+import { ChartPatternDefs, getPatternFill } from "../../utils/chartPatterns";
+import ChartContextMenu from "../shared/ChartContextMenu";
 
 const cadFormatter = (value: number) =>
   new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD", maximumFractionDigits: 0 }).format(value);
@@ -22,10 +26,35 @@ function formatMonth(month: string): string {
 
 interface CategoryOverTimeChartProps {
   data: CategoryOverTimeData;
+  hiddenCategories: Set<string>;
+  onToggleHidden: (categoryName: string) => void;
+  onShowAll: () => void;
+  onViewDetails: (item: CategoryBreakdownItem) => void;
 }
 
-export default function CategoryOverTimeChart({ data }: CategoryOverTimeChartProps) {
+export default function CategoryOverTimeChart({
+  data,
+  hiddenCategories,
+  onToggleHidden,
+  onShowAll,
+  onViewDetails,
+}: CategoryOverTimeChartProps) {
   const { t } = useTranslation();
+  const hoveredRef = useRef<string | null>(null);
+  const [contextMenu, setContextMenu] = useState<{ x: number; y: number; name: string } | null>(null);
+
+  const visibleCategories = data.categories.filter((name) => !hiddenCategories.has(name));
+  const categoryEntries = visibleCategories.map((name, index) => ({
+    name,
+    color: data.colors[name],
+    index,
+  }));
+
+  const handleContextMenu = useCallback((e: React.MouseEvent) => {
+    if (!hoveredRef.current) return;
+    e.preventDefault();
+    setContextMenu({ x: e.clientX, y: e.clientY, name: hoveredRef.current });
+  }, []);
 
   if (data.data.length === 0) {
     return (
@@ -37,44 +66,95 @@ export default function CategoryOverTimeChart({ data }: CategoryOverTimeChartPro
 
   return (
     <div className="bg-[var(--card)] rounded-xl p-6 border border-[var(--border)]">
-      <ResponsiveContainer width="100%" height={400}>
+      {hiddenCategories.size > 0 && (
-        <BarChart data={data.data} margin={{ top: 10, right: 10, left: 10, bottom: 0 }}>
+        <div className="flex flex-wrap items-center gap-2 mb-4">
-          <CartesianGrid strokeDasharray="3 3" stroke="var(--border)" />
+          <span className="text-xs text-[var(--muted-foreground)]">{t("charts.hiddenCategories")}:</span>
-          <XAxis
+          {Array.from(hiddenCategories).map((name) => (
-            dataKey="month"
+            <button
-            tickFormatter={formatMonth}
-            tick={{ fill: "var(--muted-foreground)", fontSize: 12 }}
-            stroke="var(--border)"
-          />
-          <YAxis
-            tickFormatter={(v) => cadFormatter(v)}
-            tick={{ fill: "var(--muted-foreground)", fontSize: 12 }}
-            stroke="var(--border)"
-            width={80}
-          />
-          <Tooltip
-            formatter={(value: number | undefined) => cadFormatter(value ?? 0)}
-            labelFormatter={(label) => formatMonth(String(label))}
-            contentStyle={{
-              backgroundColor: "var(--card)",
-              border: "1px solid var(--border)",
-              borderRadius: "8px",
-              color: "var(--foreground)",
-            }}
-            labelStyle={{ color: "var(--foreground)" }}
-            itemStyle={{ color: "var(--foreground)" }}
-          />
-          <Legend />
-          {data.categories.map((name) => (
-            <Bar
               key={name}
-              dataKey={name}
+              onClick={() => onToggleHidden(name)}
-              stackId="stack"
+              className="inline-flex items-center gap-1 px-2 py-0.5 text-xs rounded-full bg-[var(--muted)] text-[var(--muted-foreground)] hover:bg-[var(--border)] transition-colors"
-              fill={data.colors[name]}
+            >
-            />
+              <Eye size={12} />
+              {name}
+            </button>
           ))}
-        </BarChart>
+          <button
-      </ResponsiveContainer>
+            onClick={onShowAll}
+            className="text-xs text-[var(--primary)] hover:underline"
+          >
+            {t("charts.showAll")}
+          </button>
+        </div>
+      )}
+
+      <div onContextMenu={handleContextMenu}>
+        <ResponsiveContainer width="100%" height={400}>
+          <BarChart data={data.data} margin={{ top: 10, right: 10, left: 10, bottom: 0 }}>
+            <ChartPatternDefs
+              prefix="cat-time"
+              categories={categoryEntries.map((c) => ({ color: c.color, index: c.index }))}
+            />
+            <CartesianGrid strokeDasharray="3 3" stroke="var(--border)" />
+            <XAxis
+              dataKey="month"
+              tickFormatter={formatMonth}
+              tick={{ fill: "var(--muted-foreground)", fontSize: 12 }}
+              stroke="var(--border)"
+            />
+            <YAxis
+              tickFormatter={(v) => cadFormatter(v)}
+              tick={{ fill: "var(--muted-foreground)", fontSize: 12 }}
+              stroke="var(--border)"
+              width={80}
+            />
+            <Tooltip
+              formatter={(value: number | undefined) => cadFormatter(value ?? 0)}
+              labelFormatter={(label) => formatMonth(String(label))}
+              contentStyle={{
+                backgroundColor: "var(--card)",
+                border: "1px solid var(--border)",
+                borderRadius: "8px",
+                color: "var(--foreground)",
+              }}
+              labelStyle={{ color: "var(--foreground)" }}
+              itemStyle={{ color: "var(--foreground)" }}
+            />
+            <Legend />
+            {categoryEntries.map((c) => (
+              <Bar
+                key={c.name}
+                dataKey={c.name}
+                stackId="stack"
+                fill={getPatternFill("cat-time", c.index, c.color)}
+                onMouseEnter={() => { hoveredRef.current = c.name; }}
+                onMouseLeave={() => { hoveredRef.current = null; }}
+                cursor="context-menu"
+              />
+            ))}
+          </BarChart>
+        </ResponsiveContainer>
+      </div>
+
+      {contextMenu && (
+        <ChartContextMenu
+          x={contextMenu.x}
+          y={contextMenu.y}
+          categoryName={contextMenu.name}
+          onHide={() => onToggleHidden(contextMenu.name)}
+          onViewDetails={() => {
+            const color = data.colors[contextMenu.name] || "#9ca3af";
+            const categoryId = data.categoryIds[contextMenu.name] ?? null;
+            onViewDetails({
+              category_id: categoryId,
+              category_name: contextMenu.name,
+              category_color: color,
+              total: 0,
+            });
+          }}
+          onClose={() => setContextMenu(null)}
+        />
+      )}
     </div>
   );
 }

src/components/shared/ChartContextMenu.tsx

@@ -0,0 +1,79 @@
+import { useEffect, useRef } from "react";
+import { useTranslation } from "react-i18next";
+import { EyeOff, List } from "lucide-react";
+
+export interface ChartContextMenuProps {
+  x: number;
+  y: number;
+  categoryName: string;
+  onHide: () => void;
+  onViewDetails: () => void;
+  onClose: () => void;
+}
+
+export default function ChartContextMenu({
+  x,
+  y,
+  categoryName,
+  onHide,
+  onViewDetails,
+  onClose,
+}: ChartContextMenuProps) {
+  const { t } = useTranslation();
+  const menuRef = useRef<HTMLDivElement>(null);
+
+  useEffect(() => {
+    function handleClickOutside(e: MouseEvent) {
+      if (menuRef.current && !menuRef.current.contains(e.target as Node)) {
+        onClose();
+      }
+    }
+    function handleEscape(e: KeyboardEvent) {
+      if (e.key === "Escape") onClose();
+    }
+    document.addEventListener("mousedown", handleClickOutside);
+    document.addEventListener("keydown", handleEscape);
+    return () => {
+      document.removeEventListener("mousedown", handleClickOutside);
+      document.removeEventListener("keydown", handleEscape);
+    };
+  }, [onClose]);
+
+  // Adjust position to stay within viewport
+  useEffect(() => {
+    if (!menuRef.current) return;
+    const rect = menuRef.current.getBoundingClientRect();
+    if (rect.right > window.innerWidth) {
+      menuRef.current.style.left = `${x - rect.width}px`;
+    }
+    if (rect.bottom > window.innerHeight) {
+      menuRef.current.style.top = `${y - rect.height}px`;
+    }
+  }, [x, y]);
+
+  return (
+    <div
+      ref={menuRef}
+      className="fixed z-[100] min-w-[180px] bg-[var(--card)] border border-[var(--border)] rounded-lg shadow-lg py-1"
+      style={{ left: x, top: y }}
+    >
+      <div className="px-3 py-1.5 text-xs font-medium text-[var(--muted-foreground)] truncate border-b border-[var(--border)]">
+        {categoryName}
+      </div>
+      <button
+        onClick={() => { onViewDetails(); onClose(); }}
+        className="w-full flex items-center gap-2 px-3 py-2 text-sm text-[var(--foreground)] hover:bg-[var(--muted)] transition-colors"
+      >
+        <List size={14} />
+        {t("charts.viewTransactions")}
+      </button>
+      <button
+        onClick={() => { onHide(); onClose(); }}
+        className="w-full flex items-center gap-2 px-3 py-2 text-sm text-[var(--foreground)] hover:bg-[var(--muted)] transition-colors"
+      >
+        <EyeOff size={14} />
+        {t("charts.hideCategory")}
+      </button>
+    </div>
+  );
+}

src/components/shared/TransactionDetailModal.tsx

@@ -0,0 +1,145 @@
+import { useEffect, useState, useCallback } from "react";
+import { createPortal } from "react-dom";
+import { useTranslation } from "react-i18next";
+import { X, Loader2 } from "lucide-react";
+import { getTransactionsByCategory } from "../../services/dashboardService";
+import type { TransactionRow } from "../../shared/types";
+
+const cadFormatter = new Intl.NumberFormat("en-CA", {
+  style: "currency",
+  currency: "CAD",
+});
+
+interface TransactionDetailModalProps {
+  categoryId: number | null;
+  categoryName: string;
+  categoryColor: string;
+  dateFrom?: string;
+  dateTo?: string;
+  onClose: () => void;
+}
+
+export default function TransactionDetailModal({
+  categoryId,
+  categoryName,
+  categoryColor,
+  dateFrom,
+  dateTo,
+  onClose,
+}: TransactionDetailModalProps) {
+  const { t } = useTranslation();
+  const [rows, setRows] = useState<TransactionRow[]>([]);
+  const [isLoading, setIsLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+
+  const fetchData = useCallback(async () => {
+    setIsLoading(true);
+    setError(null);
+    try {
+      const data = await getTransactionsByCategory(categoryId, dateFrom, dateTo);
+      setRows(data);
+    } catch (e) {
+      setError(e instanceof Error ? e.message : String(e));
+    } finally {
+      setIsLoading(false);
+    }
+  }, [categoryId, dateFrom, dateTo]);
+
+  useEffect(() => {
+    fetchData();
+  }, [fetchData]);
+
+  useEffect(() => {
+    function handleEscape(e: KeyboardEvent) {
+      if (e.key === "Escape") onClose();
+    }
+    document.addEventListener("keydown", handleEscape);
+    return () => document.removeEventListener("keydown", handleEscape);
+  }, [onClose]);
+
+  const total = rows.reduce((sum, r) => sum + r.amount, 0);
+
+  return createPortal(
+    <div
+      className="fixed inset-0 z-[200] flex items-center justify-center bg-black/50"
+      onClick={(e) => { if (e.target === e.currentTarget) onClose(); }}
+    >
+      <div className="bg-[var(--card)] rounded-xl border border-[var(--border)] shadow-2xl w-full max-w-2xl max-h-[80vh] flex flex-col mx-4">
+        {/* Header */}
+        <div className="flex items-center justify-between px-6 py-4 border-b border-[var(--border)]">
+          <div className="flex items-center gap-3">
+            <span
+              className="w-4 h-4 rounded-full inline-block flex-shrink-0"
+              style={{ backgroundColor: categoryColor }}
+            />
+            <h2 className="text-lg font-semibold">{categoryName}</h2>
+            <span className="text-sm text-[var(--muted-foreground)]">
+              ({rows.length} {t("charts.transactions")})
+            </span>
+          </div>
+          <button
+            onClick={onClose}
+            className="p-1 rounded-lg hover:bg-[var(--muted)] transition-colors"
+          >
+            <X size={18} />
+          </button>
+        </div>
+
+        {/* Body */}
+        <div className="flex-1 overflow-auto">
+          {isLoading && (
+            <div className="flex items-center justify-center py-12">
+              <Loader2 size={24} className="animate-spin text-[var(--muted-foreground)]" />
+            </div>
+          )}
+
+          {error && (
+            <div className="px-6 py-4 text-[var(--negative)]">{error}</div>
+          )}
+
+          {!isLoading && !error && rows.length === 0 && (
+            <div className="px-6 py-8 text-center text-[var(--muted-foreground)]">
+              {t("dashboard.noData")}
+            </div>
+          )}
+
+          {!isLoading && !error && rows.length > 0 && (
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="border-b border-[var(--border)] text-[var(--muted-foreground)]">
+                  <th className="text-left px-6 py-2 font-medium">{t("transactions.date")}</th>
+                  <th className="text-left px-6 py-2 font-medium">{t("transactions.description")}</th>
+                  <th className="text-right px-6 py-2 font-medium">{t("transactions.amount")}</th>
+                </tr>
+              </thead>
+              <tbody>
+                {rows.map((row) => (
+                  <tr key={row.id} className="border-b border-[var(--border)] hover:bg-[var(--muted)]">
+                    <td className="px-6 py-2 whitespace-nowrap">{row.date}</td>
+                    <td className="px-6 py-2 truncate max-w-[300px]">{row.description}</td>
+                    <td className={`px-6 py-2 text-right whitespace-nowrap font-medium ${
+                      row.amount >= 0 ? "text-[var(--positive)]" : "text-[var(--negative)]"
+                    }`}>
+                      {cadFormatter.format(row.amount)}
+                    </td>
+                  </tr>
+                ))}
+              </tbody>
+              <tfoot>
+                <tr className="font-semibold">
+                  <td className="px-6 py-3" colSpan={2}>{t("charts.total")}</td>
+                  <td className={`px-6 py-3 text-right ${
+                    total >= 0 ? "text-[var(--positive)]" : "text-[var(--negative)]"
+                  }`}>
+                    {cadFormatter.format(total)}
+                  </td>
+                </tr>
+              </tfoot>
+            </table>
+          )}
+        </div>
+      </div>
+    </div>,
+    document.body
+  );
+}

src/hooks/useImportWizard.ts

@@ -418,6 +418,101 @@ export function useImportWizard() {
     }
   }, [state.selectedSource]);
 
+  // Internal helper: parses selected files and returns rows + headers
+  const parseFilesInternal = useCallback(async (): Promise<{ rows: ParsedRow[]; headers: string[] }> => {
+    const config = state.sourceConfig;
+    const allRows: ParsedRow[] = [];
+    let headers: string[] = [];
+
+    for (const file of state.selectedFiles) {
+      const content = await invoke<string>("read_file_content", {
+        filePath: file.file_path,
+        encoding: config.encoding,
+      });
+
+      const preprocessed = preprocessQuotedCSV(content);
+
+      const parsed = Papa.parse(preprocessed, {
+        delimiter: config.delimiter,
+        skipEmptyLines: true,
+      });
+
+      const data = parsed.data as string[][];
+      const startIdx = config.skipLines + (config.hasHeader ? 1 : 0);
+
+      if (config.hasHeader && data.length > config.skipLines) {
+        headers = data[config.skipLines].map((h) => h.trim());
+      } else if (!config.hasHeader && headers.length === 0 && data.length > config.skipLines) {
+        const firstDataRow = data[config.skipLines];
+        headers = firstDataRow.map((_, i) => `Col ${i}`);
+      }
+
+      for (let i = startIdx; i < data.length; i++) {
+        const raw = data[i];
+        if (raw.length <= 1 && raw[0]?.trim() === "") continue;
+
+        try {
+          const date = parseDate(
+            raw[config.columnMapping.date]?.trim() || "",
+            config.dateFormat
+          );
+          const description =
+            raw[config.columnMapping.description]?.trim() || "";
+
+          let amount: number;
+          if (config.amountMode === "debit_credit") {
+            const debit = parseFrenchAmount(
+              raw[config.columnMapping.debitAmount ?? 0] || ""
+            );
+            const credit = parseFrenchAmount(
+              raw[config.columnMapping.creditAmount ?? 0] || ""
+            );
+            amount = isNaN(credit) ? -(isNaN(debit) ? 0 : debit) : credit;
+          } else {
+            amount = parseFrenchAmount(
+              raw[config.columnMapping.amount ?? 0] || ""
+            );
+            if (config.signConvention === "positive_expense" && !isNaN(amount)) {
+              amount = -amount;
+            }
+          }
+
+          if (!date) {
+            allRows.push({
+              rowIndex: allRows.length,
+              raw,
+              parsed: null,
+              error: "Invalid date",
+            });
+          } else if (isNaN(amount)) {
+            allRows.push({
+              rowIndex: allRows.length,
+              raw,
+              parsed: null,
+              error: "Invalid amount",
+            });
+          } else {
+            allRows.push({
+              rowIndex: allRows.length,
+              raw,
+              parsed: { date, description, amount },
+            });
+          }
+        } catch {
+          allRows.push({
+            rowIndex: allRows.length,
+            raw,
+            parsed: null,
+            error: "Parse error",
+          });
+        }
+      }
+    }
+
+    return { rows: allRows, headers };
+  }, [state.selectedFiles, state.sourceConfig]);
+
+  // Parse files and store preview (does NOT change wizard step)
   const parsePreview = useCallback(async () => {
     if (state.selectedFiles.length === 0) return;
 
@@ -425,220 +520,134 @@ export function useImportWizard() {
     dispatch({ type: "SET_ERROR", payload: null });
 
     try {
-      const config = state.sourceConfig;
+      const result = await parseFilesInternal();
-      const allRows: ParsedRow[] = [];
-      let headers: string[] = [];
-
-      for (const file of state.selectedFiles) {
-        const content = await invoke<string>("read_file_content", {
-          filePath: file.file_path,
-          encoding: config.encoding,
-        });
-
-        const preprocessed = preprocessQuotedCSV(content);
-
-        const parsed = Papa.parse(preprocessed, {
-          delimiter: config.delimiter,
-          skipEmptyLines: true,
-        });
-
-        const data = parsed.data as string[][];
-        const startIdx = config.skipLines + (config.hasHeader ? 1 : 0);
-
-        if (config.hasHeader && data.length > config.skipLines) {
-          headers = data[config.skipLines].map((h) => h.trim());
-        } else if (!config.hasHeader && headers.length === 0 && data.length > config.skipLines) {
-          const firstDataRow = data[config.skipLines];
-          headers = firstDataRow.map((_, i) => `Col ${i}`);
-        }
-
-        for (let i = startIdx; i < data.length; i++) {
-          const raw = data[i];
-          if (raw.length <= 1 && raw[0]?.trim() === "") continue;
-
-          try {
-            const date = parseDate(
-              raw[config.columnMapping.date]?.trim() || "",
-              config.dateFormat
-            );
-            const description =
-              raw[config.columnMapping.description]?.trim() || "";
-
-            let amount: number;
-            if (config.amountMode === "debit_credit") {
-              const debit = parseFrenchAmount(
-                raw[config.columnMapping.debitAmount ?? 0] || ""
-              );
-              const credit = parseFrenchAmount(
-                raw[config.columnMapping.creditAmount ?? 0] || ""
-              );
-              amount = isNaN(credit) ? -(isNaN(debit) ? 0 : debit) : credit;
-            } else {
-              amount = parseFrenchAmount(
-                raw[config.columnMapping.amount ?? 0] || ""
-              );
-              if (config.signConvention === "positive_expense" && !isNaN(amount)) {
-                amount = -amount;
-              }
-            }
-
-            if (!date) {
-              allRows.push({
-                rowIndex: allRows.length,
-                raw,
-                parsed: null,
-                error: "Invalid date",
-              });
-            } else if (isNaN(amount)) {
-              allRows.push({
-                rowIndex: allRows.length,
-                raw,
-                parsed: null,
-                error: "Invalid amount",
-              });
-            } else {
-              allRows.push({
-                rowIndex: allRows.length,
-                raw,
-                parsed: { date, description, amount },
-              });
-            }
-          } catch {
-            allRows.push({
-              rowIndex: allRows.length,
-              raw,
-              parsed: null,
-              error: "Parse error",
-            });
-          }
-        }
-      }
-
       dispatch({
         type: "SET_PARSED_PREVIEW",
-        payload: { rows: allRows, headers },
+        payload: result,
       });
-      dispatch({ type: "SET_STEP", payload: "file-preview" });
     } catch (e) {
       dispatch({
         type: "SET_ERROR",
         payload: e instanceof Error ? e.message : String(e),
       });
     }
-  }, [state.selectedFiles, state.sourceConfig]);
+  }, [state.selectedFiles, parseFilesInternal]);
 
+  // Internal helper: runs duplicate checking against parsed rows
+  const checkDuplicatesInternal = useCallback(async (parsedRows: ParsedRow[]) => {
+    // Save/update source config in DB
+    const config = state.sourceConfig;
+    const mappingJson = JSON.stringify(config.columnMapping);
+
+    let sourceId: number;
+    if (state.existingSource) {
+      sourceId = state.existingSource.id;
+      await updateSource(sourceId, {
+        name: config.name,
+        delimiter: config.delimiter,
+        encoding: config.encoding,
+        date_format: config.dateFormat,
+        column_mapping: mappingJson,
+        skip_lines: config.skipLines,
+        has_header: config.hasHeader,
+      });
+    } else {
+      sourceId = await createSource({
+        name: config.name,
+        delimiter: config.delimiter,
+        encoding: config.encoding,
+        date_format: config.dateFormat,
+        column_mapping: mappingJson,
+        skip_lines: config.skipLines,
+        has_header: config.hasHeader,
+      });
+    }
+
+    // Check file-level duplicates
+    let fileAlreadyImported = false;
+    let existingFileId: number | undefined;
+
+    if (state.selectedFiles.length > 0) {
+      const hash = await invoke<string>("hash_file", {
+        filePath: state.selectedFiles[0].file_path,
+      });
+      const existing = await existsByHash(hash);
+      if (existing) {
+        fileAlreadyImported = true;
+        existingFileId = existing.id;
+      }
+    }
+
+    // Check row-level duplicates
+    const validRows = parsedRows.filter((r) => r.parsed);
+    const duplicateMatches = await findDuplicates(
+      validRows.map((r) => ({
+        date: r.parsed!.date,
+        description: r.parsed!.description,
+        amount: r.parsed!.amount,
+      }))
+    );
+
+    const duplicateIndices = new Set(duplicateMatches.map((d) => d.rowIndex));
+    const newRows = validRows.filter(
+      (_, i) => !duplicateIndices.has(i)
+    );
+    const duplicateRows = duplicateMatches.map((d) => ({
+      rowIndex: d.rowIndex,
+      date: d.date,
+      description: d.description,
+      amount: d.amount,
+      existingTransactionId: d.existingTransactionId,
+    }));
+
+    dispatch({
+      type: "SET_DUPLICATE_RESULT",
+      payload: {
+        fileAlreadyImported,
+        existingFileId,
+        duplicateRows,
+        newRows,
+      },
+    });
+    dispatch({ type: "SET_STEP", payload: "duplicate-check" });
+  }, [state.sourceConfig, state.existingSource, state.selectedFiles]);
+
+  // Check duplicates using already-parsed preview data
   const checkDuplicates = useCallback(async () => {
     dispatch({ type: "SET_LOADING", payload: true });
     dispatch({ type: "SET_ERROR", payload: null });
 
     try {
-      // Save/update source config in DB
+      await checkDuplicatesInternal(state.parsedPreview);
-      const config = state.sourceConfig;
-      const mappingJson = JSON.stringify(config.columnMapping);
-
-      let sourceId: number;
-      if (state.existingSource) {
-        sourceId = state.existingSource.id;
-        await updateSource(sourceId, {
-          name: config.name,
-          delimiter: config.delimiter,
-          encoding: config.encoding,
-          date_format: config.dateFormat,
-          column_mapping: mappingJson,
-          skip_lines: config.skipLines,
-          has_header: config.hasHeader,
-        });
-      } else {
-        sourceId = await createSource({
-          name: config.name,
-          delimiter: config.delimiter,
-          encoding: config.encoding,
-          date_format: config.dateFormat,
-          column_mapping: mappingJson,
-          skip_lines: config.skipLines,
-          has_header: config.hasHeader,
-        });
-      }
-
-      // Check file-level duplicates
-      let fileAlreadyImported = false;
-      let existingFileId: number | undefined;
-
-      if (state.selectedFiles.length > 0) {
-        const hash = await invoke<string>("hash_file", {
-          filePath: state.selectedFiles[0].file_path,
-        });
-        const existing = await existsByHash(hash);
-        if (existing) {
-          fileAlreadyImported = true;
-          existingFileId = existing.id;
-        }
-      }
-
-      // Check row-level duplicates
-      const validRows = state.parsedPreview.filter((r) => r.parsed);
-      const duplicateMatches = await findDuplicates(
-        validRows.map((r) => ({
-          date: r.parsed!.date,
-          description: r.parsed!.description,
-          amount: r.parsed!.amount,
-        }))
-      );
-
-      // Detect intra-batch duplicates (rows that appear more than once within the import)
-      const dbDuplicateIndices = new Set(duplicateMatches.map((d) => d.rowIndex));
-      const seenKeys = new Set<string>();
-      const batchDuplicateIndices = new Set<number>();
-
-      for (let i = 0; i < validRows.length; i++) {
-        if (dbDuplicateIndices.has(i)) continue; // already flagged as DB duplicate
-        const r = validRows[i].parsed!;
-        const key = `${r.date}|${r.description}|${r.amount}`;
-        if (seenKeys.has(key)) {
-          batchDuplicateIndices.add(i);
-        } else {
-          seenKeys.add(key);
-        }
-      }
-
-      const duplicateIndices = new Set([...dbDuplicateIndices, ...batchDuplicateIndices]);
-      const newRows = validRows.filter(
-        (_, i) => !duplicateIndices.has(i)
-      );
-      const duplicateRows = [
-        ...duplicateMatches.map((d) => ({
-          rowIndex: d.rowIndex,
-          date: d.date,
-          description: d.description,
-          amount: d.amount,
-          existingTransactionId: d.existingTransactionId,
-        })),
-        ...[...batchDuplicateIndices].map((i) => ({
-          rowIndex: i,
-          date: validRows[i].parsed!.date,
-          description: validRows[i].parsed!.description,
-          amount: validRows[i].parsed!.amount,
-          existingTransactionId: -1,
-        })),
-      ];
-
-      dispatch({
-        type: "SET_DUPLICATE_RESULT",
-        payload: {
-          fileAlreadyImported,
-          existingFileId,
-          duplicateRows,
-          newRows,
-        },
-      });
-      dispatch({ type: "SET_STEP", payload: "duplicate-check" });
     } catch (e) {
       dispatch({
         type: "SET_ERROR",
         payload: e instanceof Error ? e.message : String(e),
       });
     }
-  }, [state.sourceConfig, state.existingSource, state.selectedFiles, state.parsedPreview]);
+  }, [state.parsedPreview, checkDuplicatesInternal]);
+
+  // Parse files then check duplicates in one step (skips preview step)
+  const parseAndCheckDuplicates = useCallback(async () => {
+    if (state.selectedFiles.length === 0) return;
+
+    dispatch({ type: "SET_LOADING", payload: true });
+    dispatch({ type: "SET_ERROR", payload: null });
+
+    try {
+      const result = await parseFilesInternal();
+      dispatch({
+        type: "SET_PARSED_PREVIEW",
+        payload: result,
+      });
+      await checkDuplicatesInternal(result.rows);
+    } catch (e) {
+      dispatch({
+        type: "SET_ERROR",
+        payload: e instanceof Error ? e.message : String(e),
+      });
+    }
+  }, [state.selectedFiles, parseFilesInternal, checkDuplicatesInternal]);
 
   const executeImport = useCallback(async () => {
     if (!state.duplicateResult) return;
@@ -846,6 +855,7 @@ export function useImportWizard() {
     selectAllFiles,
     parsePreview,
     checkDuplicates,
+    parseAndCheckDuplicates,
     executeImport,
     goToStep,
     reset,

src/hooks/useReports.ts

@@ -33,7 +33,7 @@ const initialState: ReportsState = {
   period: "6months",
   monthlyTrends: [],
   categorySpending: [],
-  categoryOverTime: { categories: [], data: [], colors: {} },
+  categoryOverTime: { categories: [], data: [], colors: {}, categoryIds: {} },
   isLoading: false,
   error: null,
 };

src/i18n/locales/en.json

@@ -352,6 +352,15 @@
       ]
     }
   },
+  "charts": {
+    "hideCategory": "Hide category",
+    "viewTransactions": "View transactions",
+    "hiddenCategories": "Hidden",
+    "showAll": "Show all",
+    "total": "Total",
+    "transactions": "transactions",
+    "clickToShow": "Click to show"
+  },
   "common": {
     "save": "Save",
     "cancel": "Cancel",

src/i18n/locales/fr.json

@@ -352,6 +352,15 @@
       ]
     }
   },
+  "charts": {
+    "hideCategory": "Masquer la catégorie",
+    "viewTransactions": "Voir les transactions",
+    "hiddenCategories": "Masquées",
+    "showAll": "Tout afficher",
+    "total": "Total",
+    "transactions": "transactions",
+    "clickToShow": "Cliquer pour afficher"
+  },
   "common": {
     "save": "Enregistrer",
     "cancel": "Annuler",

src/pages/DashboardPage.tsx

@@ -1,3 +1,4 @@
+import { useState, useCallback } from "react";
 import { useTranslation } from "react-i18next";
 import { Wallet, TrendingUp, TrendingDown } from "lucide-react";
 import { useDashboard } from "../hooks/useDashboard";
@@ -5,14 +6,52 @@ import { PageHelp } from "../components/shared/PageHelp";
 import PeriodSelector from "../components/dashboard/PeriodSelector";
 import CategoryPieChart from "../components/dashboard/CategoryPieChart";
 import RecentTransactionsList from "../components/dashboard/RecentTransactionsList";
+import TransactionDetailModal from "../components/shared/TransactionDetailModal";
+import type { CategoryBreakdownItem, DashboardPeriod } from "../shared/types";
 
 const fmt = new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" });
 
+function computeDateRange(period: DashboardPeriod): { dateFrom?: string; dateTo?: string } {
+  if (period === "all") return {};
+  const now = new Date();
+  const year = now.getFullYear();
+  const month = now.getMonth();
+  const day = now.getDate();
+  const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
+  let from: Date;
+  switch (period) {
+    case "month": from = new Date(year, month, 1); break;
+    case "3months": from = new Date(year, month - 2, 1); break;
+    case "6months": from = new Date(year, month - 5, 1); break;
+    case "12months": from = new Date(year, month - 11, 1); break;
+  }
+  const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
+  return { dateFrom, dateTo };
+}
+
 export default function DashboardPage() {
   const { t } = useTranslation();
   const { state, setPeriod } = useDashboard();
   const { summary, categoryBreakdown, recentTransactions, period, isLoading } = state;
 
+  const [hiddenCategories, setHiddenCategories] = useState<Set<string>>(new Set());
+  const [detailModal, setDetailModal] = useState<CategoryBreakdownItem | null>(null);
+
+  const toggleHidden = useCallback((name: string) => {
+    setHiddenCategories((prev) => {
+      const next = new Set(prev);
+      if (next.has(name)) next.delete(name);
+      else next.add(name);
+      return next;
+    });
+  }, []);
+
+  const showAll = useCallback(() => setHiddenCategories(new Set()), []);
+
+  const viewDetails = useCallback((item: CategoryBreakdownItem) => {
+    setDetailModal(item);
+  }, []);
+
   const balance = summary.totalAmount;
   const balanceColor =
     balance > 0
@@ -42,6 +81,8 @@ export default function DashboardPage() {
     },
   ];
 
+  const { dateFrom, dateTo } = computeDateRange(period);
+
   return (
     <div className={isLoading ? "opacity-50 pointer-events-none" : ""}>
       <div className="relative flex flex-col sm:flex-row sm:items-center sm:justify-between gap-4 mb-6">
@@ -70,9 +111,26 @@ export default function DashboardPage() {
       </div>
 
       <div className="grid grid-cols-1 lg:grid-cols-2 gap-4">
-        <CategoryPieChart data={categoryBreakdown} />
+        <CategoryPieChart
+          data={categoryBreakdown}
+          hiddenCategories={hiddenCategories}
+          onToggleHidden={toggleHidden}
+          onShowAll={showAll}
+          onViewDetails={viewDetails}
+        />
         <RecentTransactionsList transactions={recentTransactions} />
       </div>
+
+      {detailModal && (
+        <TransactionDetailModal
+          categoryId={detailModal.category_id}
+          categoryName={detailModal.category_name}
+          categoryColor={detailModal.category_color}
+          dateFrom={dateFrom}
+          dateTo={dateTo}
+          onClose={() => setDetailModal(null)}
+        />
+      )}
     </div>
   );
 }

src/pages/ImportPage.tsx

@@ -1,16 +1,17 @@
+import { useState, useCallback } from "react";
 import { useTranslation } from "react-i18next";
 import { useImportWizard } from "../hooks/useImportWizard";
 import ImportFolderConfig from "../components/import/ImportFolderConfig";
 import SourceList from "../components/import/SourceList";
 import SourceConfigPanel from "../components/import/SourceConfigPanel";
-import FilePreviewTable from "../components/import/FilePreviewTable";
 import DuplicateCheckPanel from "../components/import/DuplicateCheckPanel";
 import ImportConfirmation from "../components/import/ImportConfirmation";
 import ImportProgress from "../components/import/ImportProgress";
 import ImportReportPanel from "../components/import/ImportReportPanel";
 import WizardNavigation from "../components/import/WizardNavigation";
 import ImportHistoryPanel from "../components/import/ImportHistoryPanel";
-import { AlertCircle } from "lucide-react";
+import FilePreviewModal from "../components/import/FilePreviewModal";
+import { AlertCircle, Eye, X, ChevronLeft } from "lucide-react";
 import { PageHelp } from "../components/shared/PageHelp";
 
 export default function ImportPage() {
@@ -24,7 +25,7 @@ export default function ImportPage() {
     toggleFile,
     selectAllFiles,
     parsePreview,
-    checkDuplicates,
+    parseAndCheckDuplicates,
     executeImport,
     goToStep,
     reset,
@@ -33,6 +34,15 @@ export default function ImportPage() {
     setSkipAllDuplicates,
   } = useImportWizard();
 
+  const [showPreviewModal, setShowPreviewModal] = useState(false);
+
+  const handlePreview = useCallback(async () => {
+    await parsePreview();
+    setShowPreviewModal(true);
+  }, [parsePreview]);
+
+  const nextDisabled = state.selectedFiles.length === 0 || !state.sourceConfig.name;
+
   return (
     <div>
       <div className="relative flex items-center gap-3 mb-6">
@@ -84,39 +94,41 @@ export default function ImportPage() {
             onAutoDetect={autoDetectConfig}
             isLoading={state.isLoading}
           />
-          <WizardNavigation
+          <div className="flex items-center justify-between pt-6 border-t border-[var(--border)]">
-            onBack={() => goToStep("source-list")}
+            <div>
-            onNext={parsePreview}
+              <button
-            onCancel={reset}
+                onClick={reset}
-            nextLabel={t("import.wizard.preview")}
+                className="flex items-center gap-1 px-4 py-2 text-sm text-[var(--muted-foreground)] hover:text-[var(--foreground)] transition-colors"
-            nextDisabled={
+              >
-              state.selectedFiles.length === 0 || !state.sourceConfig.name
+                <X size={16} />
-            }
+                {t("common.cancel")}
-          />
+              </button>
-        </div>
+            </div>
-      )}
+            <div className="flex items-center gap-3">
-
+              <button
-      {state.step === "file-preview" && (
+                onClick={() => goToStep("source-list")}
-        <div className="space-y-6">
+                className="flex items-center gap-1 px-4 py-2 text-sm rounded-lg border border-[var(--border)] text-[var(--foreground)] hover:bg-[var(--muted)] transition-colors"
-          <FilePreviewTable
+              >
-            rows={state.parsedPreview.slice(0, 20)}
+                <ChevronLeft size={16} />
-          />
+                {t("import.wizard.back")}
-          {state.parsedPreview.length > 20 && (
+              </button>
-            <p className="text-sm text-[var(--muted-foreground)] text-center">
+              <button
-              {t("import.preview.moreRows", {
+                onClick={handlePreview}
-                count: state.parsedPreview.length - 20,
+                disabled={nextDisabled || state.isLoading}
-              })}
+                className="flex items-center gap-1 px-4 py-2 text-sm rounded-lg border border-[var(--border)] text-[var(--foreground)] hover:bg-[var(--muted)] transition-colors disabled:opacity-50 disabled:cursor-not-allowed"
-            </p>
+              >
-          )}
+                <Eye size={16} />
-          <WizardNavigation
+                {t("import.wizard.preview")}
-            onBack={() => goToStep("source-config")}
+              </button>
-            onNext={checkDuplicates}
+              <button
-            onCancel={reset}
+                onClick={parseAndCheckDuplicates}
-            nextLabel={t("import.wizard.checkDuplicates")}
+                disabled={nextDisabled || state.isLoading}
-            nextDisabled={
+                className="flex items-center gap-1 px-4 py-2 text-sm rounded-lg bg-[var(--primary)] text-white hover:opacity-90 transition-opacity disabled:opacity-50 disabled:cursor-not-allowed"
-              state.parsedPreview.filter((r) => r.parsed).length === 0
+              >
-            }
+                {t("import.wizard.checkDuplicates")}
-          />
+              </button>
+            </div>
+          </div>
         </div>
       )}
 
@@ -130,7 +142,7 @@ export default function ImportPage() {
             onIncludeAll={() => setSkipAllDuplicates(false)}
           />
           <WizardNavigation
-            onBack={() => goToStep("file-preview")}
+            onBack={() => goToStep("source-config")}
             onNext={() => goToStep("confirm")}
             onCancel={reset}
             nextLabel={t("import.wizard.confirm")}
@@ -168,6 +180,15 @@ export default function ImportPage() {
       {state.step === "report" && state.importReport && (
         <ImportReportPanel report={state.importReport} onDone={reset} />
       )}
+
+      {/* Preview modal */}
+      {showPreviewModal && state.parsedPreview.length > 0 && (
+        <FilePreviewModal
+          rows={state.parsedPreview.slice(0, 20)}
+          totalCount={state.parsedPreview.length}
+          onClose={() => setShowPreviewModal(false)}
+        />
+      )}
     </div>
   );
 }

src/pages/ReportsPage.tsx

@@ -1,18 +1,58 @@
+import { useState, useCallback } from "react";
 import { useTranslation } from "react-i18next";
 import { useReports } from "../hooks/useReports";
 import { PageHelp } from "../components/shared/PageHelp";
-import type { ReportTab } from "../shared/types";
+import type { ReportTab, CategoryBreakdownItem, DashboardPeriod } from "../shared/types";
 import PeriodSelector from "../components/dashboard/PeriodSelector";
 import MonthlyTrendsChart from "../components/reports/MonthlyTrendsChart";
 import CategoryBarChart from "../components/reports/CategoryBarChart";
 import CategoryOverTimeChart from "../components/reports/CategoryOverTimeChart";
+import TransactionDetailModal from "../components/shared/TransactionDetailModal";
 
 const TABS: ReportTab[] = ["trends", "byCategory", "overTime"];
 
+function computeDateRange(period: DashboardPeriod): { dateFrom?: string; dateTo?: string } {
+  if (period === "all") return {};
+  const now = new Date();
+  const year = now.getFullYear();
+  const month = now.getMonth();
+  const day = now.getDate();
+  const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
+  let from: Date;
+  switch (period) {
+    case "month": from = new Date(year, month, 1); break;
+    case "3months": from = new Date(year, month - 2, 1); break;
+    case "6months": from = new Date(year, month - 5, 1); break;
+    case "12months": from = new Date(year, month - 11, 1); break;
+  }
+  const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
+  return { dateFrom, dateTo };
+}
+
 export default function ReportsPage() {
   const { t } = useTranslation();
   const { state, setTab, setPeriod } = useReports();
 
+  const [hiddenCategories, setHiddenCategories] = useState<Set<string>>(new Set());
+  const [detailModal, setDetailModal] = useState<CategoryBreakdownItem | null>(null);
+
+  const toggleHidden = useCallback((name: string) => {
+    setHiddenCategories((prev) => {
+      const next = new Set(prev);
+      if (next.has(name)) next.delete(name);
+      else next.add(name);
+      return next;
+    });
+  }, []);
+
+  const showAll = useCallback(() => setHiddenCategories(new Set()), []);
+
+  const viewDetails = useCallback((item: CategoryBreakdownItem) => {
+    setDetailModal(item);
+  }, []);
+
+  const { dateFrom, dateTo } = computeDateRange(state.period);
+
   return (
     <div className={state.isLoading ? "opacity-50 pointer-events-none" : ""}>
       <div className="relative flex flex-col sm:flex-row sm:items-center justify-between gap-4 mb-6">
@@ -46,8 +86,35 @@ export default function ReportsPage() {
       )}
 
       {state.tab === "trends" && <MonthlyTrendsChart data={state.monthlyTrends} />}
-      {state.tab === "byCategory" && <CategoryBarChart data={state.categorySpending} />}
+      {state.tab === "byCategory" && (
-      {state.tab === "overTime" && <CategoryOverTimeChart data={state.categoryOverTime} />}
+        <CategoryBarChart
+          data={state.categorySpending}
+          hiddenCategories={hiddenCategories}
+          onToggleHidden={toggleHidden}
+          onShowAll={showAll}
+          onViewDetails={viewDetails}
+        />
+      )}
+      {state.tab === "overTime" && (
+        <CategoryOverTimeChart
+          data={state.categoryOverTime}
+          hiddenCategories={hiddenCategories}
+          onToggleHidden={toggleHidden}
+          onShowAll={showAll}
+          onViewDetails={viewDetails}
+        />
+      )}
+
+      {detailModal && (
+        <TransactionDetailModal
+          categoryId={detailModal.category_id}
+          categoryName={detailModal.category_name}
+          categoryColor={detailModal.category_color}
+          dateFrom={dateFrom}
+          dateTo={dateTo}
+          onClose={() => setDetailModal(null)}
+        />
+      )}
     </div>
   );
 }

src/services/dashboardService.ts

@@ -3,6 +3,7 @@ import type {
   DashboardSummary,
   CategoryBreakdownItem,
   RecentTransaction,
+  TransactionRow,
 } from "../shared/types";
 
 export async function getDashboardSummary(
@@ -88,6 +89,56 @@ export async function getExpensesByCategory(
   );
 }
 
+export async function getTransactionsByCategory(
+  categoryId: number | null,
+  dateFrom?: string,
+  dateTo?: string
+): Promise<TransactionRow[]> {
+  const db = await getDb();
+
+  const whereClauses: string[] = [];
+  const params: unknown[] = [];
+  let paramIndex = 1;
+
+  if (categoryId === null) {
+    whereClauses.push("t.category_id IS NULL");
+  } else {
+    whereClauses.push(`t.category_id = $${paramIndex}`);
+    params.push(categoryId);
+    paramIndex++;
+  }
+
+  if (dateFrom) {
+    whereClauses.push(`t.date >= $${paramIndex}`);
+    params.push(dateFrom);
+    paramIndex++;
+  }
+  if (dateTo) {
+    whereClauses.push(`t.date <= $${paramIndex}`);
+    params.push(dateTo);
+    paramIndex++;
+  }
+
+  const whereSQL = `WHERE ${whereClauses.join(" AND ")}`;
+
+  return db.select<TransactionRow[]>(
+    `SELECT
+       t.id, t.date, t.description, t.amount,
+       t.category_id,
+       c.name AS category_name,
+       c.color AS category_color,
+       s.name AS source_name,
+       t.notes,
+       t.is_manually_categorized
+     FROM transactions t
+     LEFT JOIN categories c ON t.category_id = c.id
+     LEFT JOIN import_sources s ON t.source_id = s.id
+     ${whereSQL}
+     ORDER BY t.date DESC, t.id DESC`,
+    params
+  );
+}
+
 export async function getRecentTransactions(
   limit: number = 10
 ): Promise<RecentTransaction[]> {

src/services/reportService.ts

@@ -85,8 +85,10 @@ export async function getCategoryOverTime(
 
   const topCategoryIds = new Set(topCategories.map((c) => c.category_id));
   const colors: Record<string, string> = {};
+  const categoryIds: Record<string, number | null> = {};
   for (const cat of topCategories) {
     colors[cat.category_name] = cat.category_color;
+    categoryIds[cat.category_name] = cat.category_id;
   }
 
   // Get monthly breakdown for all categories
@@ -142,5 +144,6 @@ export async function getCategoryOverTime(
     categories,
     data: Array.from(monthMap.values()),
     colors,
+    categoryIds,
   };
 }

src/shared/types/index.ts

@@ -264,6 +264,7 @@ export interface CategoryOverTimeData {
   categories: string[];
   data: CategoryOverTimeItem[];
   colors: Record<string, string>;
+  categoryIds: Record<string, number | null>;
 }
 
 export type ImportWizardStep =

src/utils/chartPatterns.tsx

@@ -0,0 +1,149 @@
+import React from "react";
+
+// Pattern generators: each returns the SVG content for a <pattern> element.
+// The pattern uses the category color as the base fill and adds a white overlay texture.
+const patternGenerators: ((color: string) => React.ReactNode)[] = [
+  // 0: Solid — no overlay
+  () => null,
+  // 1: Diagonal lines (45°)
+  () => (
+    <line x1="0" y1="0" x2="8" y2="8" stroke="rgba(255,255,255,0.55)" strokeWidth="2" />
+  ),
+  // 2: Dots
+  () => (
+    <>
+      <circle cx="2" cy="2" r="1.5" fill="rgba(255,255,255,0.55)" />
+      <circle cx="6" cy="6" r="1.5" fill="rgba(255,255,255,0.55)" />
+    </>
+  ),
+  // 3: Crosshatch
+  () => (
+    <>
+      <line x1="0" y1="0" x2="8" y2="8" stroke="rgba(255,255,255,0.55)" strokeWidth="1.5" />
+      <line x1="8" y1="0" x2="0" y2="8" stroke="rgba(255,255,255,0.55)" strokeWidth="1.5" />
+    </>
+  ),
+  // 4: Horizontal lines
+  () => (
+    <line x1="0" y1="4" x2="8" y2="4" stroke="rgba(255,255,255,0.55)" strokeWidth="2" />
+  ),
+  // 5: Vertical lines
+  () => (
+    <line x1="4" y1="0" x2="4" y2="8" stroke="rgba(255,255,255,0.55)" strokeWidth="2" />
+  ),
+  // 6: Reverse diagonal (135°)
+  () => (
+    <line x1="8" y1="0" x2="0" y2="8" stroke="rgba(255,255,255,0.55)" strokeWidth="2" />
+  ),
+  // 7: Dense dots
+  () => (
+    <>
+      <circle cx="1" cy="1" r="1" fill="rgba(255,255,255,0.55)" />
+      <circle cx="5" cy="1" r="1" fill="rgba(255,255,255,0.55)" />
+      <circle cx="3" cy="5" r="1" fill="rgba(255,255,255,0.55)" />
+      <circle cx="7" cy="5" r="1" fill="rgba(255,255,255,0.55)" />
+    </>
+  ),
+];
+
+/**
+ * Generates a unique pattern ID from a chart-scoped prefix and index.
+ */
+function patternId(prefix: string, index: number): string {
+  return `${prefix}-pattern-${index}`;
+}
+
+/**
+ * Returns the fill value for a category at the given index.
+ * Index 0 gets solid color; others get a pattern reference.
+ */
+export function getPatternFill(
+  prefix: string,
+  index: number,
+  color: string
+): string {
+  const pIdx = index % patternGenerators.length;
+  if (pIdx === 0) return color;
+  return `url(#${patternId(prefix, index)})`;
+}
+
+interface ChartPatternDefsProps {
+  /** Unique prefix to avoid ID collisions when multiple charts are on screen */
+  prefix: string;
+  /** Array of { color, index } for each category that needs a pattern */
+  categories: { color: string; index: number }[];
+}
+
+/**
+ * Renders SVG <defs> with <pattern> elements for chart categories.
+ * Must be placed inside an SVG context (e.g. inside a Recharts customized component).
+ */
+export function ChartPatternDefs({ prefix, categories }: ChartPatternDefsProps) {
+  return (
+    <defs>
+      {categories.map(({ color, index }) => {
+        const pIdx = index % patternGenerators.length;
+        if (pIdx === 0) return null; // solid, no pattern needed
+        return (
+          <pattern
+            key={patternId(prefix, index)}
+            id={patternId(prefix, index)}
+            patternUnits="userSpaceOnUse"
+            width="8"
+            height="8"
+          >
+            <rect width="8" height="8" fill={color} />
+            {patternGenerators[pIdx](color)}
+          </pattern>
+        );
+      })}
+    </defs>
+  );
+}
+
+/**
+ * Renders a small SVG swatch for use in legends, showing the pattern+color.
+ */
+export function PatternSwatch({
+  index,
+  color,
+  prefix,
+  size = 12,
+}: {
+  index: number;
+  color: string;
+  prefix: string;
+  size?: number;
+}) {
+  const pIdx = index % patternGenerators.length;
+
+  return (
+    <svg
+      width={size}
+      height={size}
+      viewBox="0 0 12 12"
+      className="inline-block flex-shrink-0"
+      style={{ borderRadius: "50%" }}
+    >
+      {pIdx !== 0 && (
+        <defs>
+          <pattern
+            id={`swatch-${patternId(prefix, index)}`}
+            patternUnits="userSpaceOnUse"
+            width="8"
+            height="8"
+          >
+            <rect width="8" height="8" fill={color} />
+            {patternGenerators[pIdx](color)}
+          </pattern>
+        </defs>
+      )}
+      <circle
+        cx="6"
+        cy="6"
+        r="6"
+        fill={pIdx === 0 ? color : `url(#swatch-${patternId(prefix, index)})`}
+      />
+    </svg>
+  );
+}

tasks/todo.md

@@ -1,21 +1,15 @@
-# Task: Fix orphan categories + add re-initialize button
+# Task: Import preview as popup + direct skip to duplicate check
-
-## Root Cause (orphan categories)
-`deactivateCategory` ran `SET is_active = 0 WHERE id = $1 OR parent_id = $1`, which silently
-deactivated ALL children when a parent was deleted — even children that had transactions assigned.
-Since `getAllCategoriesWithCounts` filters `WHERE is_active = 1`, those children vanished from the UI
-with no way to recover them.
 
 ## Plan
-- [x] Fix `deactivateCategory`: promote children to root, only deactivate the parent itself
+- [x] Create `FilePreviewModal.tsx` — portal modal wrapping `FilePreviewTable`
-- [x] Add `getChildrenUsageCount` to block deletion when children have transactions
+- [x] Update `useImportWizard.ts` — extract `parseFilesInternal` helper, make `parsePreview` not change step, add `parseAndCheckDuplicates` combined function
-- [x] Add `reinitializeCategories` service function (re-runs seed data)
+- [x] Update `ImportPage.tsx` — source-config step has Preview button (opens modal) + Check Duplicates button (main action); remove file-preview step; duplicate-check back goes to source-config
-- [x] Add `reinitializeCategories` to hook
+- [x] Verify TypeScript compiles
-- [x] Add re-initialize button with confirmation on CategoriesPage
+
-- [x] Add i18n keys (en + fr)
+## Progress Notes
-- [x] Update deleteConfirm/deleteBlocked messages to reflect new behavior
+- Extracted parsing logic into `parseFilesInternal` helper to avoid state closure issues when combining parse + duplicate check
-- [x] `npm run build` passes
+- `checkDuplicatesInternal` takes parsed rows as parameter so `parseAndCheckDuplicates` can pass them directly
+- No new i18n keys needed — reused existing ones
 
 ## Review
-6 files changed. Orphan fix promotes children to root level instead of cascading deactivation.
+4 files changed/created. Preview is now a popup modal, file-preview wizard step is removed, "Check Duplicates" goes directly from source-config to duplicate-check (parsing files on the fly). Back navigation from duplicate-check returns to source-config.
-Re-initialize button resets all categories+keywords to seed state (with user confirmation).