Commit graph

108 commits

Author SHA1 Message Date
Le-King-Fu
3506c2c87e feat: add import history panel with delete and cross-source duplicate detection
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>
2026-02-10 01:29:23 +00:00
Le-King-Fu
ca531262f7 feat: add auto-categorize button and fix keyword word-boundary matching
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>
2026-02-09 00:02:51 +00:00
Le-King-Fu
84eca47afd feat: implement dashboard with KPI cards, category pie chart, and recent transactions
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>
2026-02-08 23:49:16 +00:00
Le-King-Fu
a2beb583d1 feat: implement categories page with hierarchical tree, CRUD, and keyword management
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>
2026-02-08 23:15:31 +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
Le-King-Fu
273a17c0ac fix: handle duplicate file hash on re-import and improve alert colors
- 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>
2026-02-08 22:27:49 +00:00
Le-King-Fu
764fdad6db fix: remove explicit BEGIN/COMMIT to avoid database locked error
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>
2026-02-08 04:13:21 +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