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3 commits

Author SHA1 Message Date
le king fu
1c427a1b63 fix(budget): emit the grid rows depth-first and close subtotal blocks
buildBudgetYearRows sorted each top group by depth, so an expanded
subcategory showed at the end of its group instead of under its parent.
It now builds one block per child (lone leaf, or [subtotal, ...children]),
sorts the blocks once ("(direct)" first, then by name, leaves and
sub-groups mixed, as the Budget vs Actual report) and concatenates them;
top groups are sorted by type, sort_order and name.

reorderRows put a leaf that follows a sibling sub-group into that
sub-group's block. A row at the subtotal's depth or shallower now closes
the block, which also fixes "subtotals at the bottom" in the Budget vs
Actual and Compare reports.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 20:42:27 -04:00
le king fu
f3e8e94b16 feat(reports): hierarchical real-vs-real compare with subtotals
Render the real-vs-real comparable report as a parent/child category tree
with subtotal rows, mirroring the budget report — rows grouped into
expense/income/transfer sections with per-section and grand totals and a
subtotals-on-top/bottom toggle. The compare service now builds the tree on
top of the flat per-category deltas, so leaf-category figures are unchanged
and the #243 transfer netting is preserved (a balanced transfer group
subtotals to ~0, i.e. the group's net).

- reportService: buildCompareTree() synthesizes subtotal rows from the flat
  leaves + category metadata; getCompareMonthOverMonth/YoY return the tree
  (COMPARE_DELTA_SQL and rowsToDeltas untouched).
- CategoryDelta gains optional parent_id/is_parent/depth/category_type.
- ComparePeriodTable: sections, depth indentation, reorderRows toggle,
  section/grand net totals.
- Cartes top-movers and ComparePeriodChart filter to leaf rows only.
- reorderRows constraint loosened to the two fields it reads.
- i18n (FR+EN) section labels; CHANGELOG entries.

Resolves #247

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-04 17:32:38 -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