Commit graph

15 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
172be36f1d fix: don't pre-select already-imported files when entering source config
selectSource had an empty dependency array, causing a stale closure
where importedFilesBySource was always the initial empty Map. This
made the new-file filter select all files including imported ones.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 13:21:11 +00:00
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)
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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)
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- 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
c73f466429 fix: persist has_header for imports, fix orphan categories, add re-initialize
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- 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>
2026-02-12 11:54:33 +00:00
Le-King-Fu
474c7b947a fix: CSV import bugs and dashboard category filtering
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- Fix column display for Desjardins-style quoted CSVs (apply preprocessQuotedCSV in header loading)
- Fix column mapping disappearing on back-navigation (generate synthetic headers when hasHeader is false)
- Fix auto-detect picking account number as amount (exclude constant-value columns, treat 0 as empty in debit/credit detection)
- Use category type instead of amount sign for dashboard pie chart and recent transactions

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 00:09:10 +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
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
9ff410e9f9 fix: searchable category combobox, import source upsert, and intra-batch duplicate detection
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>
2026-02-10 12:02:23 +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
88219e657f fix: reload column headers on config change and add YYYYMMDD date format
Headers now refresh live when delimiter, encoding, skipLines, or hasHeader
changes. Added YYYYMMDD compact date format to parser and dropdown.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 04:08:33 +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