Commit graph

6 commits

Author SHA1 Message Date
le king fu
b353165f61 feat: add toggle to position subtotals above or below detail rows
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>
2026-02-21 09:46:53 -05:00
Le-King-Fu
5e7c7e6609 feat: add Budget vs Actual report tab with monthly and YTD comparison
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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>
2026-02-15 18:01:10 +00:00
Le-King-Fu
29a1a15120 feat: add chart patterns, context menu, and import preview popup (v0.2.3)
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Release / build (windows-latest) (push) Has been cancelled
- 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
f7fb6910b6 feat: add dark mode with famille-website-inspired warm gray palette
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>
2026-02-13 12:28:11 +00:00
Le-King-Fu
41398f0f34 fix: CAD currency, real-time import progress, per-row duplicate control, orphaned sources cleanup, dashboard expenses-only
- 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>
2026-02-10 12:36:12 +00:00
Le-King-Fu
d6000e191f feat: implement reports page with trends, category, and over-time charts
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>
2026-02-10 01:47:18 +00:00