- 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>
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>
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>
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>
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>
