Support up to 3 levels of categories (e.g., Dépenses récurrentes →
Assurances → Assurance-auto) while keeping SQL JOINs bounded and
existing 2-level branches fully compatible.
Changes across 14 files:
- Types: add "level3" pivot field, depth property on budget row types
- Reports: grandparent JOIN for 3-level resolution in dynamic reports
- Categories: depth validation (max 3), auto is_inputable management,
recursive tree operations, 3-level drag-drop with subtree validation
- Budget: 3-level grouping with intermediate subtotals, leaf-only
aggregation, depth-based indentation (pl-8/pl-14)
- Seed data: Assurances split into Assurance-auto/habitation/vie
- i18n: level3 translations for FR and EN
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Use i18n translations for release notes when available, falling back to
the GitHub release body. Adds FR/EN notes for versions 0.3.8–0.3.11.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The dynamic report now relies exclusively on its own panel filters
instead of inheriting the global period selector date range.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Combine column dimensions into composite keys instead of using only the
first column dimension, enabling richer pivot tables and charts.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds a "year" period (Jan 1 to today) between "6 months" and "12 months"
in the period selector across all reports and dashboard views.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Fields can now be assigned to multiple zones simultaneously (e.g. rows + filters).
Right-clicking a filter value excludes it (NOT IN), shown with strikethrough in red.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Overlay covers the full viewport while keeping the config panel
accessible. Press Escape or click the button to exit.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The table was rendering one <tr> per SQL result row instead of pivoting
the column-dimension values into a single row per unique row-key combo.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Implement a pivot table feature allowing users to compose custom reports
by assigning dimensions (Year, Month, Type, Level 1/2) to rows, columns,
and filters, with periodic and YTD measures as values. Includes a side
panel for configuration, a dynamic table with subtotals, and a stacked
bar chart visualization.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Extract changelog sections in CI to populate GitHub release bodies dynamically.
Expose the update body from tauri-plugin-updater and render it in the settings
page when an update is available. Add CHANGELOG discipline rule to CLAUDE.md.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add a toggle button to BudgetVsActualTable and BudgetTable that lets
users choose whether parent subtotal rows appear before or after their
children. The preference is persisted in localStorage and shared across
both tables.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Allow users to select an arbitrary date interval (e.g. Jan 1–15) in
addition to the existing preset periods. The "Custom" button opens a
dropdown with two date inputs and an Apply button. Works on both the
Reports and Dashboard pages.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add changelog entries for versions 0.2.5 through 0.3.7. Update FR/EN
user guide with profiles, transaction splits, drag-and-drop categories,
dark mode, SVG chart patterns, and context menus. Add Profiles section
to in-app docs page.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
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>
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>
ProfileSwitcher was hidden when only one profile existed, making it
impossible to access "Manage Profiles" to create additional profiles.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Auto-fix duplicate sort_order values on load, auto-assign sort_order on
category creation, and add drag-and-drop via @dnd-kit to reorder and
reparent categories in the tree (with 2-level nesting constraint).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Each profile gets its own SQLite database file for complete data isolation.
Profile selection screen at launch, sidebar switcher for quick switching,
and optional 4-6 digit PIN for privacy. Existing database becomes the
default profile with seamless upgrade.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add DocsPage with full user guide content, TOC sidebar with scroll spy,
and a print button that opens the OS print dialog for PDF export.
Print styles hide sidebars and remove layout constraints for clean output.
Link to user guide added on Settings page.
Bump version to 0.2.12.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
New tabular report showing actual vs budgeted amounts per category,
with dollar and percentage variations for both the selected month
and year-to-date. Includes parent/child hierarchy, type grouping,
variation coloring, and month navigation.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Parent categories now display as bold read-only subtotal rows with their
children indented below. Expenses show as negative (red), income as
positive (green). Inputable parents get a "(direct)" child row for their
own budget entries.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Show a delete button only when a template is selected, next to the
update button. Removes the confusing row of small X icons that could
be accidentally clicked.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Create import_sources + imported_files tracking records when importing
transactions from Settings > Data Management, so imports appear in the
Import History panel and can be deleted like CSV imports.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
selectSource had an empty dependency array, causing a stale closure
where importedFilesBySource was always the initial empty Map. This
made the new-file filter select all files including imported ones.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
- 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>
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>
