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>
Change imported_files UNIQUE constraint from (source_id, file_hash) to
(source_id, filename) so files with identical content but different names
each get their own record. Update createImportedFile to look up existing
records by filename instead of hash.
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>
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>
v0.2.6 still had comment lines in schema.sql that changed the SHA-384
checksum. sqlx requires byte-for-byte match with the originally applied
migration SQL. schema.sql is now identical to the v0.2.4 original.
Migrations 4 (is_inputable column) and 5 (import_config_templates table)
in lib.rs handle adding these to existing databases.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
schema.sql was modified in v0.2.5 to include is_inputable column and
import_config_templates table. Since schema.sql is include_str!'d into
migration 1, this changed its SHA-256 checksum in sqlx's migration
tracker, blocking migrations 4 and 5 from running.
Reverts schema.sql to its original v0.2.4 state so the checksum matches
and new migrations can apply. Fixes both "no such table:
import_config_templates" and is_inputable defaulting to false.
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>
- 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>
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>
GITHUB_TOKEN needs explicit write permission to create releases.
Without it, tauri-action fails with "Resource not accessible by integration".
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The apostrophe in "Simpl'Résultat" broke the NSIS script on Windows CI
(interpreted as string delimiter). Use "Simpl Résultat" for productName
while keeping the apostrophe in the window title.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add CI/CD workflow that builds Windows installers (.msi/.exe) on tag push
via tauri-action. Rewrite README with installation guide, quick-start
instructions, and development setup — all in French.
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>
Add v2 migration with 6 parent categories, 36 child categories, and ~85
keywords extracted from the expense summary to enable auto-categorization.
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>
- 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>
sqlx connection pool can dispatch each execute to a different connection,
so BEGIN on one and INSERT on another causes a lock. Sequential inserts
without explicit transaction management avoids this.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
