Commit graph

8 commits

Author SHA1 Message Date
65815ef2e0 fix: address reviewer feedback (#31)
- Remove non-null assertions on bYear/bMonth in useDashboard fetchData
  by making parameters required
- Extract shared computeDateRange and buildMonthOptions into
  src/utils/dateRange.ts to eliminate duplication across useDashboard,
  useReports, DashboardPage and ReportsPage

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 18:53:31 -04:00
66d0cd85ff fix: address reviewer feedback (#23)
- Extract reorderRows into shared utility (src/utils/reorderRows.ts) to
  deduplicate identical function in BudgetTable and BudgetVsActualTable
- Restore alphabetical sorting of children in budgetService.ts
- Fix styling for intermediate parent rows at depth 2+ (was only handling
  depth 0-1)
- Reduce pie chart size (height 220->180, radii reduced) and padding to
  give more space to the table

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:02:24 -04:00
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
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
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
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