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>
Replace planned budget data with actual transaction totals for the
previous year column in the budget table. Add getActualTotalsForYear
helper to budgetService.
Ref #34
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
- 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>
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>
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>
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>
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>
