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Author SHA1 Message Date
le king fu
64a07f359f feat(onboarding): visit steps, eight rows, "Got it" and one-time initialization
Two visit steps join the getting-started path: "Browse categories and
keywords" (5th) and "Browse the reports" (8th). Nothing in the database
counts them: they are done by "Got it" on their card, stored as
onboarding_acknowledged_<key> in user_preferences (no migration).

- computeChecklist: eight rows; the visit rows are locked until the
  profile's visit steps are initialized, so a finished path does not
  flash a "Next step" before they are marked done.
- initializeVisitSteps: once per profile, after the first successful
  load with the Budget entitlement known; acknowledges both steps when
  every other step is done or skipped, then sets the flag. No
  transaction (D16): idempotent writes, the flag last.
- Reducer: ACKNOWLEDGE wins over an older snapshot like SKIP but keeps
  the card latch, so the card says "Done." and offers the next step.
- StepCard: "Got it" before "Skip this step" when onAcknowledge is
  given; OnboardingStepCard passes it for a visit step.
- Banner counter, card rank and end of path wait for
  budgetReady && visitStepsInitialized; the list shows the visit rows
  "pending" until then.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 21:32:20 -04:00
le king fu
63d8ba7589 feat(onboarding): Transactions card suggests Add as keyword, Budget card names leaves and the Annual column
Both Transactions sentences name the context menu's "Add as keyword" and
carry the advice on the word and the boxes (D18); both Budget sentences say
only last-level rows take an amount and what the Annual column does. The
labels go through StepCardText.labels, quoted in the locale files (D11).
The keyword dialog is unchanged; a test pins that it marks the transactions
as categorized by hand, so the step still checks off through it.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 21:12:25 -04:00
le king fu
063f6c3d7d test(i18n): replace the local marked fake t copies with i18nMock
The 12 test files that already marked their output each carried a copy
of the same fake t. They now use the shared i18nMock; no assertion
changes. LicenseCard keeps its per-test language through a getter.

Refs #389

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 19:56:51 -04:00
le king fu
ba71a6421d test(transactions): replay the hook's real sequence and pin the card's sentence
The reducer tests sent SET_PAGE_RESULT right after the initial state,
while the hook sends SET_LOADING then SET_ERROR(null) before each read,
and the mount effect's categories, sources and count before or after
the first page. Had any of those three actions disarmed the guided
fallback, the fallback would never run in the app, and the tests stayed
green: a test now reduces both real orders.

The page tests now also let the list's filters move, as a later
dispatch would: after the fallback the card names every transaction,
and an ordinary visit with "Uncategorized" picked by hand names the
uncategorized ones. The sentence follows the list, not the navigation
state.

Review of #399 (PR #405).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 21:05:30 -04:00
le king fu
fd44d8702b feat(onboarding): the Transactions page's step card and its guided entry
The link of the "categorize by hand" step carries `guided`, which the
Transactions page reads through `readOnboardingNavState` and turns into
start filters: `useTransactions(initialFilters?)` puts them over the
defaults through `initTransactionsState`, at mount only, so the card
consuming the navigation state changes nothing. The guided entry lists
the uncategorized transactions whatever their date (the default filter
starts on January 1st, and in January the sample statements fall in the
previous year). When its first page comes back empty, the reducer drops
"uncategorized only" once: a new filters object, so the existing filter
effect reads again, and the loading placeholder meanwhile. The first
page and any filter the user sets disarm the fallback, so it never loops
and never drops a filter behind the user's back.

`transactionsCardModel(filters, checklist)` says which sentence matches
the list, names the filter by its own label, points at the first row's
category, and says "Done." once the step is checked, which the card
needs to offer the Budget step or the end of the path. The label loses
its capital through an i18next `lowercase` formatter used by the
sentence itself, `{{filter, lowercase}}`.

TransactionTable wraps every row's category in the same element and
puts the ring on the first one only, so the ring coming or going never
remounts the combobox; CategoryCombobox is unchanged. CARD_PAGES gets
/transactions, and the page renders the card first and highlights its
target only while the card shows.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-08 08:56:44 -04:00