Self-review of the reload: updateCategorySortOrders writes one UPDATE
per category, each through the lock on its own, so a check opened right
after a drag-and-drop could read halfway and show half the move in the
tree. moveCategory keeps its write's promise, settled either way, and
checkHierarchy waits for it before reading. Pinned by a hook test with
the write held open.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
After a drag-and-drop, SET_TREE leaves state.categories with what the
tree shows, without the members of a loop: the window then showed "—"
for the orphan and offered a parent the service refused (review 25437,
point 1). checkHierarchy now reads the categories again before the
diagnostic, without the page's loading state, so a form open behind
the window stays as it is; a load started meanwhile wins. Pinned by a
drag-and-drop-then-check hook test, plus the refusal-then-success case
of the window's message (RM2).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The reattachment is committed before the orphan list is checked again: if
that check failed, the tree kept showing the categories as they were. The
tree now reloads in a finally block, and the failure shows in the window.
Resolves#393
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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>
Support up to 3 levels of categories (e.g., Dépenses récurrentes →
Assurances → Assurance-auto) while keeping SQL JOINs bounded and
existing 2-level branches fully compatible.
Changes across 14 files:
- Types: add "level3" pivot field, depth property on budget row types
- Reports: grandparent JOIN for 3-level resolution in dynamic reports
- Categories: depth validation (max 3), auto is_inputable management,
recursive tree operations, 3-level drag-drop with subtree validation
- Budget: 3-level grouping with intermediate subtotals, leaf-only
aggregation, depth-based indentation (pl-8/pl-14)
- Seed data: Assurances split into Assurance-auto/habitation/vie
- i18n: level3 translations for FR and EN
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>
Add reusable import config templates so users can save and apply CSV
parsing configurations across different import sources. Includes
database table, service, hook integration, and template UI in the
source config panel.
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>
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>
