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194 commits

Author SHA1 Message Date
escouade-bot
c8fff03749 fix(deps): bump vite to resolve high severity vulnerabilities (#59)
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Update vite past 6.4.1 to fix path traversal (GHSA-4w7w-66w2-5vf9)
and arbitrary file read via WebSocket (GHSA-p9ff-h696-f583).
2026-04-09 10:01:14 -04:00
b5c81b2a01 Merge pull request 'ci: add PR validation workflow (cargo check/test + npm build) (#60)' (#61) from issue-60-pr-check-workflow into main 2026-04-09 13:31:15 +00:00
le king fu
8e5228e61c ci: add PR validation workflow (#60)
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Adds .forgejo/workflows/check.yml (and a GitHub mirror) that runs on
every branch push (except main) and on every PR targeting main.

Two parallel jobs:
- rust: cargo check + cargo test, with cargo registry/git/target caches
  keyed on Cargo.lock. Installs the minimal Rust toolchain and the
  webkit2gtk system deps that the tauri build script needs.
- frontend: npm ci + npm run build (tsc + vite) + npm test (vitest),
  with the npm cache keyed on package-lock.json.

The Forgejo workflow uses the ubuntu:22.04 container pattern from
release.yml. The GitHub mirror uses native runners (ubuntu-latest)
since the GitHub mirror exists for portability and uses GitHub-native
actions.

Documents the new workflow in CLAUDE.md alongside release.yml so future
contributors know what CI runs before merge.
2026-04-09 09:21:20 -04:00
le king fu
198897cbba chore: release v0.6.7
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Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 21:16:35 -04:00
7f6126f305 Merge pull request 'fix: update picomatch 4.0.3 → 4.0.4 (#43)' (#45) from issue-43-update-picomatch into main 2026-03-30 01:14:18 +00:00
b9bdab8b88 Merge pull request 'fix: remove expense filter from Category Over Time report (#41)' (#42) from fix/simpl-resultat-41-category-time-report-filter into main 2026-03-30 01:14:11 +00:00
le king fu
99dc78ab15 fix: update picomatch 4.0.3 → 4.0.4 to resolve HIGH vulnerabilities (#43)
Fixes GHSA-3v7f-55p6-f55p (method injection) and GHSA-c2c7-rcm5-vvqj (ReDoS).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 21:09:17 -04:00
escouade-bot
97da6f9f71 fix: address reviewer feedback (#41)
- Correct CHANGELOG to reflect default type is expense, not all types
- Validate select onChange value against allowed CategoryTypeFilter values

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 04:01:43 -04:00
escouade-bot
d099678ddf fix: address reviewer feedback (#41)
- Default categoryType filter to "expense" so top-N ranking is not
  skewed by mixing income and expense amounts
- Remove redundant showFilterPanel condition (hasCategories already
  covers the overTime tab)
- Add unit tests for getCategoryOverTime query construction and output

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 02:02:41 -04:00
escouade-bot
56b46f1dfa Remove hard-coded expense filter from Category Over Time report
The Category Over Time report previously only showed expenses (t.amount < 0).
This removes that filter so all transaction types are shown by default,
and adds a type filter (expense/income/transfer) in the right filter panel.

Ref: simpl-resultat#41

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-18 00:05:27 -04:00
99fdf4f9ea Merge pull request 'refactor: inline buildPrevYearTotalMap and simplify tests (#39)' (#40) from fix/simpl-resultat-39-simplify-budget into main
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2026-03-11 21:34:35 +00:00
le king fu
003f456203 chore: bump version to 0.6.6
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Includes fixes #34, #37, #39: budget prev year actuals, changelog sync via Vite, inline buildPrevYearTotalMap.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 17:29:04 -04:00
61a5b2e40d Merge pull request 'fix: sync changelog to public/ and automate on build/dev (#37)' (#38) from fix/simpl-resultat-37-changelog into main 2026-03-11 21:26:06 +00:00
c7caab0ef4 fix: address reviewer feedback (#37)
- Restore Unreleased entries in root CHANGELOG files (were incorrectly removed)
- Add public/CHANGELOG*.md to .gitignore (auto-generated by syncChangelogs)
- Remove public/CHANGELOG*.md from git tracking
- Fix indentation in vite.config.ts return block

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 14:04:34 -04:00
03c5f2538f refactor: inline buildPrevYearTotalMap and remove disproportionate tests (#39)
The 3-line helper was exported solely for testing. Inlining it removes the
export-for-test pattern and eliminates 50 lines of tests that were
disproportionate for a trivial filter-and-set loop.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 13:02:47 -04:00
5493e0c4e2 fix: address reviewer feedback (#37)
- Revert public/ changelog changes (syncChangelogs copies from root)
- Replace manual __dirname with import.meta.dirname

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 13:01:51 -04:00
ecbcf44f86 Merge pull request 'fix: show actual transactions in budget previous year column (#34)' (#35) from fix/simpl-resultat-34-budget-previous-year-actual into main 2026-03-11 16:16:19 +00:00
9afe23180f fix: remove redundant prebuild script (#37)
syncChangelogs() in vite.config.ts already handles copying changelogs
to public/ on dev/build start. The prebuild npm script was redundant
and introduced a platform dependency (cp command).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 12:03:48 -04:00
21bf1173ea fix: remove double sign negation for previous year actuals (#34)
Transaction amounts are already signed in the DB (expenses negative,
income positive). Remove Math.abs() normalization and stop multiplying
by sign at display time to avoid double negation.

Extract buildPrevYearTotalMap as a testable exported function and
rewrite tests to import the real function instead of reimplementing it.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 12:02:58 -04:00
a764ae0d38 fix: address reviewer feedback (#34)
Fix sign bug in previous year actuals column: transaction amounts are
stored with sign in the DB (expenses negative) but budget entries are
always positive. Apply Math.abs() when building the previousYearTotal
map so the display-time sign multiplier works correctly.

Add unit tests for the normalization logic verifying that both expense
(negative in DB) and income (positive in DB) amounts are correctly
handled.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 08:05:34 -04:00
fd88ba41ba Merge branch 'main' into fix/simpl-resultat-34-budget-previous-year-actual 2026-03-11 08:05:24 -04:00
4b6b4d96ef fix: sync public/ changelogs and automate copy on build/dev (#37)
The in-app changelog page reads from public/CHANGELOG*.md which were
stale (last synced at 0.6.3). Add automatic sync via Vite config
(runs on dev/build start) and npm prebuild script so public/ copies
are always up to date without manual intervention.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-11 08:03:08 -04:00
501051f9ed Merge pull request 'test: add unit tests for dateRange.ts (#33)' (#36) from fix/simpl-resultat-33-daterange-tests into main 2026-03-11 11:12:25 +00:00
2a18d9be2d test: add unit tests for dateRange.ts utility
Add vitest and 17 tests covering computeDateRange (all periods
including January rollover) and buildMonthOptions (length, order,
rollover, label formatting). Add test/test:watch npm scripts.

Ref #33

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 23:05:32 -04:00
4e70eee0a8 feat: show actual transactions in budget previous year column
Replace planned budget data with actual transaction totals for the
previous year column in the budget table. Add getActualTotalsForYear
helper to budgetService.

Ref #34

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 23:03:26 -04:00
52faa017f3 chore: release v0.6.5
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 20:14:52 -04:00
f8b44ebb6e Merge pull request 'feat: add month dropdown to dashboard Budget vs Actual (#31)' (#32) from fix/simpl-resultat-31-dashboard-month-dropdown into main 2026-03-11 00:12:39 +00:00
65815ef2e0 fix: address reviewer feedback (#31)
- Remove non-null assertions on bYear/bMonth in useDashboard fetchData
  by making parameters required
- Extract shared computeDateRange and buildMonthOptions into
  src/utils/dateRange.ts to eliminate duplication across useDashboard,
  useReports, DashboardPage and ReportsPage

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 18:53:31 -04:00
7d770f8b66 feat: add month dropdown to dashboard Budget vs Actual section (#31)
- Add budgetYear/budgetMonth state to useDashboard hook with last
  completed month as default
- Add month dropdown selector in the dashboard BudgetVsActual title
- Reduce dropdown font size in both Reports and Dashboard pages

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 14:04:46 -04:00
376ca4b477 chore: release v0.6.4
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:30:37 -04:00
7458e087e1 Merge pull request 'fix: sticky category column and month dropdown selector (#29)' (#30) from fix/simpl-resultat-29-budget-visual-adjustments into main 2026-03-10 01:29:27 +00:00
64b7d8d11b fix: remove duplicated px-3 class and improve readability (#29)
Clean up the sticky category cell className: remove the duplicated
px-3 for top-level parents and break the long ternary into readable
multi-line format.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:28:46 -04:00
8971e443d8 fix: address reviewer feedback (#29)
- Remove dead code: navigateBudgetMonth function and its export from
  useReports.ts (replaced by setBudgetMonth, no longer imported anywhere)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:28:30 -04:00
0d324b89c4 fix: address reviewer feedback (#29)
- Replace semi-transparent backgrounds on sticky columns with opaque
  color-mix equivalents so scrolled content is fully hidden
- Add opaque background to section header sticky td
- Extract IIFE month options in ReportsPage into a useMemo
2026-03-09 21:28:30 -04:00
c5a3e0f696 feat: sticky category column, month dropdown selector, default to last completed month (#29)
- Add sticky left-0 positioning to all category cells in BudgetVsActualTable
- Replace MonthNavigator arrows with inline title + dropdown month selector
- Default budget month to previous completed month instead of current
- Add i18n keys for new title prefix (FR/EN)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:28:09 -04:00
9551399f5f Merge pull request 'fix: display level 4+ categories under their parent in dashboard (#23)' (#28) from fix/simpl-resultat-23-dashboard-category-ordering into main 2026-03-10 01:26:19 +00:00
18c7ef3ee9 fix: make pie chart legend always visible with hover percentages (#23)
Show category names permanently in compact form (text-xs) so they
are always discoverable. Percentages appear only on chart hover to
save space, matching the original request while keeping the legend
accessible without interaction.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:17:59 -04:00
66d0cd85ff fix: address reviewer feedback (#23)
- Extract reorderRows into shared utility (src/utils/reorderRows.ts) to
  deduplicate identical function in BudgetTable and BudgetVsActualTable
- Restore alphabetical sorting of children in budgetService.ts
- Fix styling for intermediate parent rows at depth 2+ (was only handling
  depth 0-1)
- Reduce pie chart size (height 220->180, radii reduced) and padding to
  give more space to the table

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:02:24 -04:00
4a5b5fb5fe fix: address reviewer feedback (#23)
- Make reorderRows() recursive to support subtotals toggle at all depth
  levels (not just depth 0-1)
- Restore pie chart legend (show on hover only to save space)
- Give more horizontal space to budget table (3/4 grid vs 2/3)
2026-03-09 20:46:00 -04:00
dbe249783e fix: display level 4+ categories under their parent in dashboard budget table (#23)
- Replace flat alphabetical sort with tree-order traversal so child
  categories appear directly under their parent subtotal row
- Make category hierarchy recursive (supports arbitrary depth)
- Reduce pie chart width from 1/2 to 1/3 of the dashboard
- Show pie chart labels only on hover via tooltip

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 01:10:46 -04:00
8742c25945 Merge pull request 'feat: add previous year total column to budget table (#16)' (#18) from fix/simpl-resultat-16-budget-previous-year into main 2026-03-08 16:39:43 +00:00
e32a14557f Merge pull request 'fix: improve chart tooltip visibility over legend labels (#19)' (#21) from fix/simpl-resultat-19-tooltip-transparency into main 2026-03-08 16:39:22 +00:00
a6a46dd7b6 Merge pull request 'fix: remove internal pie chart title for dashboard consistency (#17)' (#20) from fix/simpl-resultat-17-remove-piechart-title into main 2026-03-08 16:38:57 +00:00
4923880a6e Add box-shadow and z-index to chart tooltips for better visibility (#19)
Tooltip was blending with the legend labels at the bottom of the chart,
especially when showing all categories at once. Added shadow and z-index
to ensure the tooltip stands out from the background.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 12:06:16 -04:00
d5790a08e9 Remove internal title from CategoryPieChart for dashboard consistency (#17)
Move the pie chart title to DashboardPage as an external h2,
matching the pattern used by BudgetVsActual and ExpensesOverTime sections.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 12:04:35 -04:00
097c16dc14 feat: add previous year total column to budget table (#16)
Add a read-only column showing the annual budget total from the
previous year for each category. This serves as a baseline reference
when planning the current year's budget.

- Add previousYearTotal field to BudgetYearRow type
- Fetch previous year budget entries in useBudget hook
- Display column between Category and Annual in BudgetTable
- Propagate totals through parent/subtotal/section/grand total rows
- Add i18n keys for FR ("Année préc.") and EN ("Prev. Year")

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 11:04:10 -04:00
le king fu
c8b92517e8 Update docs: dashboard revamp, version 0.6.3
- CLAUDE.md: bump version to 0.6.3
- architecture.md: update version, component counts, dashboard description
- guide-utilisateur.md: rewrite dashboard section (budget table, chart, no recent transactions)
- i18n docs: update dashboard help text in both FR and EN

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 09:53:37 -05:00
le king fu
32bcd27a5a Bump version to 0.6.3 — Dashboard revamp, formatting and category fixes
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 09:18:31 -05:00
le king fu
0bbbcc541b Revamp dashboard: YTD default, expenses chart, budget table
- Default period changed from month to year-to-date
- Remove recent transactions section
- Add expenses over time stacked bar chart (by category/month)
- Add budget vs actual table (current month)
- Reorganize layout: cards, pie + budget table, full-width chart

Closes #15

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 09:15:04 -05:00
le king fu
861d78eca2 Improve visual hierarchy of subtotals and totals in all tables
Section subtotals: text-sm font-semibold with more padding.
Grand totals: text-sm font-bold with border-t-2 and extra padding.
Applied consistently across BudgetTable, BudgetVsActualTable,
MonthlyTrendsTable, CategoryOverTimeTable, CategoryTable,
and DynamicReportTable.

Closes #14

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 09:10:27 -05:00