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8 commits

Author SHA1 Message Date
Le-King-Fu
b190df4eae feat: show transaction splits on Adjustments page + fix CSV auto-detect
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Add a "Répartitions" section below manual adjustments listing all
split transactions. Clicking a split opens the existing modal to
view, edit, or delete it.

Fix CSV auto-detect failing on files with preamble lines (e.g.
Mastercard CSVs with metadata header). Three fixes:
- Delimiter detection uses mode of column counts instead of first-line
- Detect and skip preamble rows before header/data detection
- Exclude date-like columns from amount candidates and prefer columns
  with decimal values when picking the amount column

Bumps version to 0.3.4.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 01:41:08 +00:00
Le-King-Fu
142c240a00 feat: add transaction split adjustments across multiple categories
Allow users to split a transaction across multiple categories directly
from the transactions table. Split children are hidden from the list
and automatically included in dashboard, report, and budget aggregates.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 23:51:36 +00:00
Le-King-Fu
ccdab1f06a feat: add import config templates, budget/category fixes (v0.2.5)
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>
2026-02-14 15:06:44 +00:00
Le-King-Fu
41398f0f34 fix: CAD currency, real-time import progress, per-row duplicate control, orphaned sources cleanup, dashboard expenses-only
- Change all currency formatters from EUR/fr-FR to CAD/en-CA
- Add onProgress callback to insertBatch for real-time progress bar updates
- Replace binary skip/include duplicates with per-row checkboxes and type badges (DB/batch)
- Clean up orphaned import_sources when deleting imports with no remaining files
- Filter dashboard recent transactions to show expenses only

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 12:36:12 +00:00
Le-King-Fu
ca531262f7 feat: add auto-categorize button and fix keyword word-boundary matching
Replace substring matching (.includes) with \b word-boundary regex so
keywords like "Pay" no longer match "Payment". Add an auto-categorize
button on the transactions page that re-runs keyword matching on
uncategorized transactions and displays the result count.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-09 00:02:51 +00:00
Le-King-Fu
2b9fc49b51 feat: implement transactions page with filters, sorting, and inline editing
Add paginated transaction list with search, category/source/date filters,
sortable columns, inline category dropdown, expandable notes, and summary stats.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 22:54:18 +00:00
Le-King-Fu
764fdad6db fix: remove explicit BEGIN/COMMIT to avoid database locked error
sqlx connection pool can dispatch each execute to a different connection,
so BEGIN on one and INSERT on another causes a lock. Sequential inserts
without explicit transaction management avoids this.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 04:13:21 +00:00
Le-King-Fu
49e0bd2c94 feat: implement CSV import wizard with folder-based source detection
Full import pipeline: Rust backend (6 Tauri commands for folder scanning,
file reading, encoding detection, hashing, folder picker), TypeScript
services (DB, import sources, transactions, auto-categorization, user
preferences), utility parsers (French amounts, multi-format dates),
12 React components forming a 7-step wizard (source list, config,
column mapping, preview, duplicate detection, import, report), and
i18n support (FR/EN, ~60 keys each).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 03:38:46 +00:00