updateCategory checks a new parent before writing: the category itself,
one of its descendants or a category caught in a cycle (cycle), a fourth
level counting its sub-tree (too_deep), a parent holding transactions of
its own (parent_has_transactions). The refusal is a CategoryHierarchyError
that the Categories page shows by the translation of its code. The reads
and the writes, the new parent's is_inputable included, run in one
transaction through its handle; an unchanged parent is not checked, so a
category stored before these rules can still be renamed.
getCategoryDepth keeps the ids it has seen and ends on a cycle.
A "Check hierarchy" button, between "All keywords" and "Re-initialize",
opens a window that lists the orphan categories (caught in a parent loop,
parent deleted, parent gone), one per group, with a new parent for each:
the root by default, or a parent of the category form's list.
reattachCategory applies the same rules; after it, the list and the tree
reload and the Journal gets one line with the reason and the number of
categories put back, no name.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The two visit steps get their card: /categories explains keywords and
points at "All keywords" (never "Reset"), /reports explains the hub and
points at the Trends card, with a padlock variant in the Free edition.
"Got it" acknowledges the step; opening the highlighted Trends card does
too (D17), since following the ring leaves the page.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Add per-section subtotals (expenses, income, transfers) to budget table
and budget vs actual report. Fix category detail panel visibility when
scrolling through long category lists.
Closes#11, closes#12
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Auto-fix duplicate sort_order values on load, auto-assign sort_order on
category creation, and add drag-and-drop via @dnd-kit to reorder and
reparent categories in the tree (with 2-level nesting constraint).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Budget page: replace single-month view with 12-month annual grid
with inline editing, split-evenly button, and year navigation
- Import: pre-select only new files and sort them first, show
"already imported" badge on previously imported files
- Add confirmation modals for category re-initialization and
import deletion (single and bulk), replacing native confirm()
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds a toggle button to view all keywords across categories in a
searchable table with accent-insensitive filtering. Clicking a category
name navigates back to the normal view with that category selected.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Import: persist `has_header` flag to DB (migration v3) so headerless
CSVs like Desjardins don't lose their first data row on re-import.
- Categories: promote children to root on parent deletion instead of
cascading deactivation, preventing invisible orphans.
- Categories: add re-initialize button to reset all categories and
keywords to seed defaults.
- Bump version to 0.2.1 across tauri.conf.json, package.json, Cargo.toml.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Each page now shows a ? icon next to its title that toggles a collapsible
help card with page-specific tips. Supports EN/FR via i18n, closes on
outside click or X button.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Two-panel layout with collapsible category tree (left) and detail/edit panel (right).
Supports create/edit/delete categories, color swatches, parent-child hierarchy,
and keyword management with inline editing and priority badges.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
