Wire the ContextMenu + AddKeywordDialog pair onto the remaining per-transaction
surfaces. No new business logic — pure composition of #69 / #74 pieces.
- HighlightsTopTransactionsList: optional onContextMenuRow prop, ReportsHighlightsPage
renders ContextMenu + AddKeywordDialog on right-click
- TransactionTable: optional onRowContextMenu prop on each <tr>; TransactionsPage
handles it and opens the dialog pre-filled with the row description + current
category
- Aggregate tables (HighlightsTopMoversTable, ComparePeriodTable, MonthlyTrendsTable,
CategoryOverTimeTable) are intentionally NOT wired: they show category / month
aggregates, not individual transactions, so there is no keyword to extract from
a row — the dialog would be nonsensical there
Fixes#75
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Service layer
- New reportService.getCategoryZoom(categoryId, from, to, includeChildren) —
bounded recursive CTE (WHERE ct.depth < 5) protects against parent_id cycles;
direct-only path skips the CTE; every binding is parameterised
- Export categorizationService helpers normalizeDescription / buildKeywordRegex /
compileKeywords so the dialog can reuse them
- New validateKeyword() enforces 2–64 char length (anti-ReDoS), whitespace-only
rejection, returns discriminated result
- New previewKeywordMatches(keyword, limit=50) uses parameterised LIKE + regex
filter in memory; caps candidate scan at 1000 rows to protect against
catastrophic backtracking
- New applyKeywordWithReassignment wraps INSERT (or UPDATE-reassign) +
per-transaction UPDATEs in an explicit BEGIN/COMMIT/ROLLBACK; rejects
existing keyword reassignment unless allowReplaceExisting is set; never
recategorises historical transactions beyond the ids the caller supplied
Hook
- Flesh out useCategoryZoom with reducer + fetch + refetch hook
Components (flat under src/components/reports/)
- CategoryZoomHeader — category combobox + include/direct toggle
- CategoryDonutChart — template'd from dashboard/CategoryPieChart with
innerRadius=55 and ChartPatternDefs for SVG patterns
- CategoryEvolutionChart — AreaChart with Intl-formatted axes
- CategoryTransactionsTable — sortable table with per-row onContextMenu
→ ContextMenu → "Add as keyword" action
AddKeywordDialog — src/components/categories/AddKeywordDialog.tsx
- Lives in categories/ (not reports/) because it is a keyword-editing widget
consumed from multiple sections
- Renders transaction descriptions as React children only (no
dangerouslySetInnerHTML); CSS truncation (CWE-79 safe)
- Per-row checkboxes for applying recategorisation; cap visible rows at 50;
explicit opt-in checkbox to extend to N-50 non-displayed matches
- Surfaces apply errors + "keyword already exists" replace prompt
- Re-runs category zoom fetch on success so the zoomed view updates
Page
- ReportsCategoryPage composes header + donut + evolution + transactions
+ AddKeywordDialog, fetches from useCategoryZoom, preserves query string
for back navigation
i18n
- New keys reports.category.* and reports.keyword.* in FR + EN
- Plural forms use i18next v25 _one / _other suffixes (nMatches)
Tests
- 3 reportService tests cover bounded CTE, cycle-guard depth check, direct-only fallthrough
- New categorizationService.test.ts: 13 tests covering validation boundaries,
parameterised LIKE preview, regex word-boundary filter, explicit BEGIN/COMMIT
wrapping, rollback on failure, existing keyword reassignment policy
- 62 total tests passing
Fixes#74
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Services: getCompareMonthOverMonth(year, month) and getCompareYearOverYear(year)
return CategoryDelta[] (expense-side, ABS aggregates, parameterised SQL only)
- Shared CategoryDelta type with HighlightMover now aliased to it
- Flesh out useCompare hook: reducer + fetch + automatic year/month inference
from the shared useReportsPeriod `to` date; budget mode skips fetch and
delegates to CompareBudgetView which wraps the existing BudgetVsActualTable
- Components: CompareModeTabs (MoM/YoY/Budget tabs), ComparePeriodTable (sortable
table with signed delta coloring), ComparePeriodChart (diverging horizontal
bar chart with ChartPatternDefs for SVG patterns), CompareBudgetView
(fetches budget rows for the current target year/month)
- ReportsComparePage wires everything with PeriodSelector + ViewModeToggle
(storage key reports-viewmode-compare); chart/table toggle is hidden in budget
mode since the budget table has its own presentation
- i18n keys: reports.compare.modeMoM / modeYoY / modeBudget in FR + EN
- 4 new vitest cases for the compare services: parameterised boundaries,
January wrap-around to December previous year, delta conversion with
previous=0 fallback to null pct, year-over-year spans
Fixes#73
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Delete DynamicReport* components and pivot types (PivotConfig, PivotResult, PivotFieldId, etc.)
- Remove getDynamicReportData/getDynamicFilterValues from reportService
- Strip pivotConfig/pivotResult from useReports hook and ReportsPage
- Drop "dynamic" from ReportTab union
- Remove reports.pivot.* and reports.dynamic i18n keys in FR and EN
- Add skeletons for /reports/highlights, /trends, /compare, /category pages
- Register the 4 new sub-routes in App.tsx
- Add reports.hub, reports.viewMode, reports.empty, common.underConstruction keys
- New shared ContextMenu component with click-outside + Escape handling
- Refactor ChartContextMenu to compose generic ContextMenu
- New ViewModeToggle with localStorage persistence via storageKey
- New Sparkline (Recharts LineChart) for compact trends
- Unit tests for readViewMode helper
Fixes#69
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Adds a close button and session-scoped dismissal flag so the banner
can be acknowledged for the current run but reappears on the next
app launch if the fallback is still active — matches the #81
acceptance criterion.
- sessionStorage key survives page navigation within the run, is
cleared on app restart.
- Graceful on storage quota errors.
- New `common.close` i18n key (FR: "Fermer", EN: "Close") used as
the aria-label of the close button.
Adds a visible warning in the Settings page when `token_store` has
landed in the file fallback instead of the OS keychain. Without this,
a user on a keychain-less system would silently lose the security
benefit introduced in #78 and never know.
- New `get_token_store_mode` service wrapper in authService.ts.
- New `TokenStoreFallbackBanner` component: fetches the mode on mount,
renders nothing when mode is `keychain` or null, renders an
amber warning card when mode is `file`.
- Mounted in SettingsPage right after AccountCard so it sits next to
the account state the user can fix (log out + log back in once the
keychain is available).
- i18n keys under `account.tokenStore.fallback.*` in fr/en.
Refs #66
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Privacy-first: remove 'https:' from img-src CSP directive to prevent
IP leaks via external avatar URLs (Google/Gravatar). AccountCard now
shows user initials instead of loading a remote image.
Also remove .keys-temp/ from .gitignore (not relevant to this PR).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Both code paths that touch the updater now consult `check_entitlement`
from the Rust entitlements module before calling `check()`:
- `useUpdater.ts` adds a `notEntitled` status; on Free, the check
short-circuits and the Settings page displays an upgrade hint instead
of fetching update metadata.
- `ErrorPage.tsx` (recovery screen) does the same so the error path
matches the main path; users on Free no longer see network errors when
the updater would have run.
The gate name (`auto-update`) is the same string consumed by
`commands/entitlements.rs::FEATURE_TIERS`, so changing which tier
unlocks updates is a one-line edit in that file.
Bilingual i18n keys for the new messages are added to both `fr.json`
and `en.json`. CHANGELOG entries in both languages.
Adds the user-facing layer on top of the Rust license commands shipped
in #46.
- `licenseService.ts` thin wrapper around the new Tauri commands
- `useLicense` hook follows the project's useReducer pattern (idle,
loading, ready, validating, error) and exposes `submitKey`,
`refresh`, and `checkEntitlement` for cross-component use
- `LicenseCard` shows the current edition, the expiry date when set,
accepts a license key with inline validation feedback, and links to
the purchase page via `openUrl` from `@tauri-apps/plugin-opener`
- Card is inserted at the top of `SettingsPage` so the edition is the
first thing users see when looking for license-related actions
- i18n: new `license.*` keys in both `fr.json` and `en.json`
- Bilingual CHANGELOG entries
Both handlePinSuccess handlers (ProfileSwitcher and ProfileSelectionPage)
now catch updateProfile errors so that a failed rehash persistence does
not block switchProfile.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add automatic re-hashing of legacy SHA-256 PINs to Argon2id on
successful verification, returning new hash to frontend for persistence
- Use constant-time comparison (subtle::ConstantTimeEq) for both
Argon2id and legacy SHA-256 hash verification
- Add unit tests for hash_pin, verify_pin (Argon2id and legacy paths),
re-hashing flow, error cases, and hex encoding roundtrip
- Update frontend to handle VerifyPinResult struct and save rehashed
PIN hash via profile update
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Correct CHANGELOG to reflect default type is expense, not all types
- Validate select onChange value against allowed CategoryTypeFilter values
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The Category Over Time report previously only showed expenses (t.amount < 0).
This removes that filter so all transaction types are shown by default,
and adds a type filter (expense/income/transfer) in the right filter panel.
Ref: simpl-resultat#41
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Transaction amounts are already signed in the DB (expenses negative,
income positive). Remove Math.abs() normalization and stop multiplying
by sign at display time to avoid double negation.
Extract buildPrevYearTotalMap as a testable exported function and
rewrite tests to import the real function instead of reimplementing it.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Clean up the sticky category cell className: remove the duplicated
px-3 for top-level parents and break the long ternary into readable
multi-line format.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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
- 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>
Show category names permanently in compact form (text-xs) so they
are always discoverable. Percentages appear only on chart hover to
save space, matching the original request while keeping the legend
accessible without interaction.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
- Make reorderRows() recursive to support subtotals toggle at all depth
levels (not just depth 0-1)
- Restore pie chart legend (show on hover only to save space)
- Give more horizontal space to budget table (3/4 grid vs 2/3)
- Replace flat alphabetical sort with tree-order traversal so child
categories appear directly under their parent subtotal row
- Make category hierarchy recursive (supports arbitrary depth)
- Reduce pie chart width from 1/2 to 1/3 of the dashboard
- Show pie chart labels only on hover via tooltip
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Tooltip was blending with the legend labels at the bottom of the chart,
especially when showing all categories at once. Added shadow and z-index
to ensure the tooltip stands out from the background.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Move the pie chart title to DashboardPage as an external h2,
matching the pattern used by BudgetVsActual and ExpensesOverTime sections.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add a read-only column showing the annual budget total from the
previous year for each category. This serves as a baseline reference
when planning the current year's budget.
- Add previousYearTotal field to BudgetYearRow type
- Fetch previous year budget entries in useBudget hook
- Display column between Category and Annual in BudgetTable
- Propagate totals through parent/subtotal/section/grand total rows
- Add i18n keys for FR ("Année préc.") and EN ("Prev. Year")
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Increase category over time limit from 8 to 50 so all categories appear.
Fix category name visibility: use foreground color for bar chart Y-axis
labels and chart legend text instead of muted/inherited colors.
Closes#13
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
- Change chart amount labels from white to black with white stroke outline
for better contrast on all bar colors (fixes#8)
- Improve budget table editable cells: add hover background, pointer cursor,
tooltip hint, and larger click target for clearer affordance (fixes#9)
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>
- #1: Sortable columns (date, description, amount) in the transaction
detail modal with click-to-toggle direction
- #2: Budget table headers stay fixed when scrolling vertically
- #3: Eye/EyeOff toggle to show/hide the amounts column in the
transaction detail modal
Closes#1, closes#2, closes#3
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Fix updater: strip v-prefix from version in latest.json, and delete
old package before re-uploading to avoid 409 conflicts.
Add frontend log capture (console intercept) with a log viewer card
in the settings page (filterable, copyable, clearable).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Prevent infinite spinner when DB connection fails at startup by adding
a 10s timeout on connectActiveProfile(). Add ErrorBoundary to catch
React crashes and ErrorPage with refresh, update check, and contact links.
Co-Authored-By: Claude Opus 4.6 <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>
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>
Combine column dimensions into composite keys instead of using only the
first column dimension, enabling richer pivot tables and charts.
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>
Fields can now be assigned to multiple zones simultaneously (e.g. rows + filters).
Right-clicking a filter value excludes it (NOT IN), shown with strikethrough in red.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Overlay covers the full viewport while keeping the config panel
accessible. Press Escape or click the button to exit.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The table was rendering one <tr> per SQL result row instead of pivoting
the column-dimension values into a single row per unique row-key combo.
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>
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>
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>
- Change split icon color to orange-500 in transactions table for
better contrast in both dark and light modes
- Show split transactions at the top of the adjustments left panel
when there are no manual adjustments (instead of below empty state)
- Add a divider between manual adjustments and splits when both exist
Bumps version to 0.3.5.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
