Commit graph

12 commits

Author SHA1 Message Date
Le-King-Fu
ac295d9048 feat: persist template selection and add update template button
The template dropdown now stays on the selected value after applying,
and a new update button lets users save config changes back to the
selected template.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 13:16:55 +00:00
Le-King-Fu
d6e6ce1136 fix: cross-file duplicate detection and per-file import tracking
Detect duplicate transactions across selected files (not just against DB),
create separate imported_files records per file for proper hash tracking,
fix progress display to show current file, and exclude already-imported
files from "Select all".

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 10:42:28 +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
720f52bad6 feat: 12-month budget grid, import UX improvements, confirmation dialogs (v0.2.4)
Some checks failed
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- Budget page: replace single-month view with 12-month annual grid
  with inline editing, split-evenly button, and year navigation
- Import: pre-select only new files and sort them first, show
  "already imported" badge on previously imported files
- Add confirmation modals for category re-initialization and
  import deletion (single and bulk), replacing native confirm()

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 12:59:11 +00:00
Le-King-Fu
29a1a15120 feat: add chart patterns, context menu, and import preview popup (v0.2.3)
Some checks failed
Release / build (windows-latest) (push) Has been cancelled
- Add SVG fill patterns to differentiate chart categories beyond color
- Add right-click context menu on charts to hide categories or view transactions
- Add transaction detail modal showing all transactions for a category
- Change import preview from wizard step to popup modal
- Add direct "Check Duplicates" button skipping preview step
- Bump version to 0.2.3

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-13 23:55:19 +00:00
Le-King-Fu
bd6ff3deac feat: add CSV auto-detect configuration button
Analyzes imported CSV files to automatically detect delimiter, header,
date format, column mapping, amount mode, and sign convention. Excludes
running balance columns from amount mapping via consecutive-row math.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 18:09:35 +00:00
Le-King-Fu
3351601ff5 feat: add per-page contextual help via CircleHelp icon
Each page now shows a ? icon next to its title that toggles a collapsible
help card with page-specific tips. Supports EN/FR via i18n, closes on
outside click or X button.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 12:17:28 +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
3506c2c87e feat: add import history panel with delete and cross-source duplicate detection
Make duplicate file detection cross-source by removing sourceId from
existsByHash query. Add import history table below source list with
per-import and delete-all functionality.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 01:29:23 +00:00
Le-King-Fu
273a17c0ac fix: handle duplicate file hash on re-import and improve alert colors
- importedFileService now upserts: if file hash already exists for a
  source (e.g. from a previous failed import), it updates the existing
  record instead of hitting the UNIQUE constraint.
- Replaced Tailwind amber/red/emerald colors with the app's CSS
  variables (--negative, --positive, --accent) for proper contrast
  on the cream background theme.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 22:27:49 +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
Le-King-Fu
801404ca21 Initial project scaffold: Tauri v2 + React + TypeScript + TailwindCSS v4
- Tauri v2 with SQLite plugin and full database schema
- React with react-router-dom, i18n (FR/EN), recharts, lucide-react
- TailwindCSS v4 with custom Bleu/Creme/Terracotta palette
- App shell with sidebar navigation (7 pages)
- Dashboard with summary cards, page stubs for all sections
- Default category configuration (10 top-level categories)
- TypeScript interfaces matching SQLite schema

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-07 11:05:11 +00:00