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>
- Create CHANGELOG.fr.md with full French translation of all versions
- Add ChangelogPage (/changelog) accessible from Settings
- Replace hardcoded i18n release notes with file-based approach:
loads CHANGELOG.md or CHANGELOG.fr.md based on user language
- CI copies changelogs to public/ during release build
- Update CLAUDE.md with bilingual changelog deployment process (fixes#10)
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>
Use i18n translations for release notes when available, falling back to
the GitHub release body. Adds FR/EN notes for versions 0.3.8–0.3.11.
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>
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>
Extract changelog sections in CI to populate GitHub release bodies dynamically.
Expose the update body from tauri-plugin-updater and render it in the settings
page when an update is available. Add CHANGELOG discipline rule to CLAUDE.md.
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>
Add changelog entries for versions 0.2.5 through 0.3.7. Update FR/EN
user guide with profiles, transaction splits, drag-and-drop categories,
dark mode, SVG chart patterns, and context menus. Add Profiles section
to in-app docs page.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
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>
Each profile gets its own SQLite database file for complete data isolation.
Profile selection screen at launch, sidebar switcher for quick switching,
and optional 4-6 digit PIN for privacy. Existing database becomes the
default profile with seamless upgrade.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add DocsPage with full user guide content, TOC sidebar with scroll spy,
and a print button that opens the OS print dialog for PDF export.
Print styles hide sidebars and remove layout constraints for clean output.
Link to user guide added on Settings page.
Bump version to 0.2.12.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Parent categories now display as bold read-only subtotal rows with their
children indented below. Expenses show as negative (red), income as
positive (green). Inputable parents get a "(direct)" child row for their
own budget entries.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add period buttons (This month, 3 months, 6 months, This year, All)
above the transaction filters. "This year" is selected by default so
the page no longer shows all transactions since the beginning of time.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Add export (JSON/CSV) and import (full replace) to the Settings page.
Export supports 3 modes (transactions+categories, transactions only,
categories only) with optional password encryption using Argon2id key
derivation. Import detects encrypted .sref files, prompts for password,
and shows a destructive confirmation modal before replacing data.
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>
- 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>
- 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>
Adds a toggle button to view all keywords across categories in a
searchable table with accent-insensitive filtering. Clicking a category
name navigates back to the normal view with that category selected.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Toggle via Moon/Sun button in sidebar. Persists to localStorage with
prefers-color-scheme fallback. Fixes hardcoded colors (error banners,
badges, chart tooltips, Settings text) to use CSS variables.
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>
Budget: monthly data grid with inline-editable planned amounts per
category, actuals from transactions, difference coloring, month
navigation, and save/apply/delete budget templates.
Adjustments: split-panel CRUD for manual adjustment entries.
Both features include FR/EN translations and follow existing
service/hook/component patterns.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Tag icon appears next to the category combobox when a category is
assigned. Clicking it expands an inline row pre-filled with the
transaction description, allowing users to add keyword rules without
leaving the Transactions page.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Add a Settings page with about card (app name + version) and an update
section that uses the Tauri v2 updater plugin to check GitHub Releases,
download signed installers, and relaunch. Includes full state machine
(idle/checking/available/downloading/readyToInstall/installing/error)
with progress bar and retry. Database in %APPDATA% is never touched.
- Add tauri-plugin-updater and tauri-plugin-process (Rust + npm)
- Configure updater endpoint, pubkey placeholder, and passive install mode
- Add signing env vars and updaterJsonPreferNsis to release workflow
- Add Settings nav item, route, and fr/en translations
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
Replace native <select> with a type-to-search CategoryCombobox in both
the filter bar and inline table cells. Fix re-import UNIQUE constraint
error by using INSERT ... ON CONFLICT upsert in createSource(). Detect
duplicate rows within the same import batch using a Set key check.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add three chart tabs sharing a period selector: monthly income/expenses
area chart, horizontal category bar chart, and stacked category-over-time
bar chart with top 8 + Other grouping.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
Wire dashboard to real DB data with period selector (month/3m/6m/12m/all),
expense breakdown donut chart by category, and last 10 transactions list.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Expenses were displayed as negative values, making it hard to reconcile
with individual transactions. Now shown as absolute value since the label
and color already convey the sign. Added a Balance card showing the net total.
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>
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>
