Surfaces the pre-migration SREF backup to the user so they can roll back a
category migration without digging into the filesystem:
- 90-day dismissable banner at the top of Settings > Categories pointing to
the automatic backup (hidden once reverted, once dismissed, or past 90d).
- Permanent "Restore a backup" entry in Settings > Categories, available as
long as a migration journal exists (even past the 90-day window).
- Confirmation modal with two-step consent, red Restore button, fallback
file picker when the recorded path is missing, PIN prompt for encrypted
SREF files, full-page reload on success.
Internals:
- New `categoryRestoreService` wrapping `read_import_file` +
`importTransactionsWithCategories` with stable error codes
(file_missing, read_failed, parse_failed, wrong_envelope_type,
needs_password, wrong_password, import_failed).
- New `file_exists` Tauri command for the pre-flight presence check.
- On success: `categories_schema_version=v2` + merge `reverted_at` into
`last_categories_migration`.
- Pure `shouldShowBanner` / `isWithinBannerWindow` helpers with tests.
- FR/EN i18n keys under `settings.categoriesCard.restore*`.
- CHANGELOG entries in both locales.
Closes#122
New user-facing 3-step migration flow at /settings/categories/migrate that
allows legacy v2 profiles to opt in to the v1 IPC taxonomy.
Step 1 Discover — read-only taxonomy tree (reuses CategoryTaxonomyTree from
Livraison 1, #117).
Step 2 Simulate — 3-column dry-run table with confidence badges (high /
medium / low / needs-review), transaction preview side panel, inline target
picker for unresolved rows. The "next" button is blocked until every row is
resolved.
Step 3 Consent — checklist + optional PIN field for PIN-protected profiles +
4-step loader (backup created / verified / SQL applied / committed).
Success and error screens surface the SREF backup path and the counts of
rows migrated. Errors never leave the profile in a partial state — the new
categoryMigrationService wraps the entire SQL writeover in a
BEGIN/COMMIT/ROLLBACK atomic transaction and aborts up-front if the backup
is not present / verified.
New code:
- src/services/categoryMigrationService.ts — applyMigration(plan, backup)
atomic writer (INSERT v1 → UPDATE transactions/budgets/budget_templates/
keywords/suppliers → reparent preserved customs → deactivate v2 seed →
bump categories_schema_version=v1 → journal last_categories_migration).
- src/hooks/useCategoryMigration.ts — useReducer state machine
(discover → simulate → consent → running → success | error).
- src/hooks/useCategoryMigration.test.ts — 13 pure reducer tests.
- src/components/categories-migration/{StepDiscover,StepSimulate,StepConsent,
MappingRow,TransactionPreviewPanel}.tsx — UI per the mockup.
- src/pages/CategoriesMigrationPage.tsx — wrapper with internal router,
stepper, backup/migrate orchestration, success/error screens.
Tweaks:
- src/App.tsx — new /settings/categories/migrate route.
- src/components/settings/CategoriesCard.tsx — additional card surfacing
the migrate entry for v2 profiles only.
- src/i18n/locales/{fr,en}.json — categoriesSeed.migration.* namespace
(page / stepper / 3 steps / running / success / error / backup error codes).
- CHANGELOG.{md,fr.md} — [Unreleased] / Added entry.
Scope limits respected: no SQL migration modified, no new migration added,
no unit tests of the applyMigration writer (covered by #123 in wave 4),
no restore-backup button (#122 in wave 4), no post-migration banner (#122).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds a read-only Settings subpage at /settings/categories/standard that
exposes the full v1 IPC category taxonomy:
- Recursive tree with per-root expand/collapse (chevron buttons), clickable
only via the disclosure caret — no destructive actions anywhere on the
page.
- Live counter banner: roots / subcategories / leaves / total, computed
from the bundled categoryTaxonomyV1 JSON.
- Accent- and case-insensitive full-text search over translated names;
matching nodes keep their ancestor chain visible, non-matching branches
are pruned from the visible tree.
- Hover tooltips (native `title`) showing i18n_key, type (income /
expense / transfer — translated) and numeric id of each node — useful
for power-users cross-referencing the consolidated schema.
- Export as PDF button that triggers window.print(); a dedicated
@media print rule in styles.css forces every branch to render fully
expanded during printing regardless of the on-screen collapse state,
and hides the toolbar / back-link.
- All labels resolve via t(node.i18n_key, { defaultValue: node.name })
to be forward-compatible with future user-created taxonomy rows that
have no i18n_key.
Also:
- New CategoriesCard in Settings that links to the page (FolderTree
icon, consistent with the userGuide / changelog card pattern).
- i18n keys added under categoriesSeed.guidePage.* and
settings.categoriesCard.* (FR + EN).
- CHANGELOG.md + CHANGELOG.fr.md updated under [Unreleased] / Added.
Route uses the English-style `/settings/categories/standard` to match
the rest of the app (/settings, /categories, /changelog, ...). The
original spec mentions a French-accented path but the existing router
is English-only; documenting here so reviewers can see the decision.
No SQL migration, no schema change, no write to the database — this
is strictly a read-only view on the TS-side taxonomy bundle.
Type-check clean (tsc --noEmit), 148/148 vitest tests pass, vite build
succeeds.
le king fu