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8 commits

Author SHA1 Message Date
le king fu
0a5b7bce10 Bump version to 0.6.0 — Reports enhancements and comment visibility fix
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- Add table/chart toggle for Trends, By Category, and Over Time reports
- Add "Show amounts" toggle to display values on chart elements
- Add filter panel with category checkboxes and source dropdown
- Add source filter at SQL level for all chart report queries
- Add sticky headers on Dynamic Report and Budget vs Actual tables
- Add interactive hover: dimmed non-hovered bars, filtered tooltip, legend hover
- Fix comment icon color to match split indicator (orange) (#7)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 21:01:13 -05:00
Le-King-Fu
731610cf3c fix: improve split indicator visibility and adjustments layout
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- Change split icon color to orange-500 in transactions table for
  better contrast in both dark and light modes
- Show split transactions at the top of the adjustments left panel
  when there are no manual adjustments (instead of below empty state)
- Add a divider between manual adjustments and splits when both exist

Bumps version to 0.3.5.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-17 02:01:15 +00:00
Le-King-Fu
142c240a00 feat: add transaction split adjustments across multiple categories
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>
2026-02-16 23:51:36 +00:00
Le-King-Fu
f9c6fabc13 feat: add period quick-select filter to transactions page
Add period buttons (This month, 3 months, 6 months, This year, All)
above the transaction filters. "This year" is selected by default so
the page no longer shows all transactions since the beginning of time.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 17:32:08 +00:00
Le-King-Fu
6037c87846 feat: add inline keyword creation from transaction rows
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>
2026-02-11 17:15:10 +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
2e7beea673 fix: show expenses as absolute value and add balance card to transaction summary
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>
2026-02-08 23:30:44 +00:00
Le-King-Fu
2b9fc49b51 feat: implement transactions page with filters, sorting, and inline editing
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>
2026-02-08 22:54:18 +00:00