Commit graph

8 commits

Author SHA1 Message Date
2b2536bc80 fix: address reviewer feedback (#29)
- Replace semi-transparent backgrounds on sticky columns with opaque
  color-mix equivalents so scrolled content is fully hidden
- Add opaque background to section header sticky td
- Extract IIFE month options in ReportsPage into a useMemo
2026-03-09 20:48:08 -04:00
16c6d02e39 feat: sticky category column, month dropdown selector, default to last completed month (#29)
- 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>
2026-03-09 14:05:47 -04:00
le king fu
861d78eca2 Improve visual hierarchy of subtotals and totals in all tables
Section subtotals: text-sm font-semibold with more padding.
Grand totals: text-sm font-bold with border-t-2 and extra padding.
Applied consistently across BudgetTable, BudgetVsActualTable,
MonthlyTrendsTable, CategoryOverTimeTable, CategoryTable,
and DynamicReportTable.

Closes #14

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 09:10:27 -05:00
le king fu
420506b074 Bump version to 0.6.2 — Section subtotals and category detail fix
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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>
2026-03-06 16:22:36 -05:00
le king fu
0a5b7bce10 Bump version to 0.6.0 — Reports enhancements and comment visibility fix
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- 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>
2026-03-04 21:01:13 -05:00
le king fu
a04813ced2 feat: add 3rd level of category hierarchy
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>
2026-02-25 19:54:05 -05:00
le king fu
b353165f61 feat: add toggle to position subtotals above or below detail rows
Add a toggle button to BudgetVsActualTable and BudgetTable that lets
users choose whether parent subtotal rows appear before or after their
children. The preference is persisted in localStorage and shared across
both tables.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 09:46:53 -05:00
Le-King-Fu
5e7c7e6609 feat: add Budget vs Actual report tab with monthly and YTD comparison
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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>
2026-02-15 18:01:10 +00:00