- 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>
- Add table/chart toggle for Trends, By Category, and Over Time reports
- Add "Show amounts" toggle to display values on chart elements
- Add filter panel with category checkboxes and source dropdown
- Add source filter at SQL level for all chart report queries
- Add sticky headers on Dynamic Report and Budget vs Actual tables
- Add interactive hover: dimmed non-hovered bars, filtered tooltip, legend hover
- Fix comment icon color to match split indicator (orange) (#7)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The dynamic report now relies exclusively on its own panel filters
instead of inheriting the global period selector date range.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds a "year" period (Jan 1 to today) between "6 months" and "12 months"
in the period selector across all reports and dashboard views.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Implement a pivot table feature allowing users to compose custom reports
by assigning dimensions (Year, Month, Type, Level 1/2) to rows, columns,
and filters, with periodic and YTD measures as values. Includes a side
panel for configuration, a dynamic table with subtotals, and a stacked
bar chart visualization.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Allow users to select an arbitrary date interval (e.g. Jan 1–15) in
addition to the existing preset periods. The "Custom" button opens a
dropdown with two date inputs and an Apply button. Works on both the
Reports and Dashboard pages.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
New tabular report showing actual vs budgeted amounts per category,
with dollar and percentage variations for both the selected month
and year-to-date. Includes parent/child hierarchy, type grouping,
variation coloring, and month navigation.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
Add three chart tabs sharing a period selector: monthly income/expenses
area chart, horizontal category bar chart, and stacked category-over-time
bar chart with top 8 + Other grouping.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
