Commit graph

9 commits

Author SHA1 Message Date
le king fu
e1192beca3 Fix missing categories and gray text in category reports
Increase category over time limit from 8 to 50 so all categories appear.
Fix category name visibility: use foreground color for bar chart Y-axis
labels and chart legend text instead of muted/inherited colors.

Closes #13

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 09:06:40 -05:00
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
a04813ced2 feat: add 3rd level of category hierarchy
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>
2026-02-25 19:54:05 -05:00
le king fu
2ae7fb301c fix: decouple dynamic report from global page date filters
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>
2026-02-22 10:09:14 -05:00
le king fu
04ec221808 feat: support multiple column dimensions in dynamic reports
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>
2026-02-22 10:00:42 -05:00
le king fu
d06153f472 feat: allow reusable pivot fields across zones and right-click filter exclusion
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>
2026-02-22 09:10:15 -05:00
le king fu
20b3a54ec7 feat: add Dynamic Report (pivot table) tab to Reports page
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>
2026-02-22 08:26:50 -05:00
Le-King-Fu
29a1a15120 feat: add chart patterns, context menu, and import preview popup (v0.2.3)
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- 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
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