Adds a read-only Settings subpage at /settings/categories/standard that
exposes the full v1 IPC category taxonomy:
- Recursive tree with per-root expand/collapse (chevron buttons), clickable
only via the disclosure caret — no destructive actions anywhere on the
page.
- Live counter banner: roots / subcategories / leaves / total, computed
from the bundled categoryTaxonomyV1 JSON.
- Accent- and case-insensitive full-text search over translated names;
matching nodes keep their ancestor chain visible, non-matching branches
are pruned from the visible tree.
- Hover tooltips (native `title`) showing i18n_key, type (income /
expense / transfer — translated) and numeric id of each node — useful
for power-users cross-referencing the consolidated schema.
- Export as PDF button that triggers window.print(); a dedicated
@media print rule in styles.css forces every branch to render fully
expanded during printing regardless of the on-screen collapse state,
and hides the toolbar / back-link.
- All labels resolve via t(node.i18n_key, { defaultValue: node.name })
to be forward-compatible with future user-created taxonomy rows that
have no i18n_key.
Also:
- New CategoriesCard in Settings that links to the page (FolderTree
icon, consistent with the userGuide / changelog card pattern).
- i18n keys added under categoriesSeed.guidePage.* and
settings.categoriesCard.* (FR + EN).
- CHANGELOG.md + CHANGELOG.fr.md updated under [Unreleased] / Added.
Route uses the English-style `/settings/categories/standard` to match
the rest of the app (/settings, /categories, /changelog, ...). The
original spec mentions a French-accented path but the existing router
is English-only; documenting here so reviewers can see the decision.
No SQL migration, no schema change, no write to the database — this
is strictly a read-only view on the TS-side taxonomy bundle.
Type-check clean (tsc --noEmit), 148/148 vitest tests pass, vite build
succeeds.
Livraison 1 du milestone spec-refonte-seed-categories-ipc. Applies the
new v1 IPC (Indice des prix à la consommation) taxonomy to freshly
created profiles while leaving existing v2 profiles untouched until the
migration wizard (upcoming issue #121) prompts them to move.
- Migration v8 (additive only):
- ALTER TABLE categories ADD COLUMN i18n_key TEXT
- INSERT OR IGNORE user_preferences.categories_schema_version=v2
(existing profiles tagged as v2 for later migration)
- consolidated_schema.sql rewritten with the full v1 seed and
categories_schema_version='v1' default for brand-new profiles
- src/data/categoryTaxonomyV1.json bundled as the TS-side source of
truth (consumed by #116 categoryTaxonomyService next)
- categoriesSeed.* i18n namespace (FR/EN) — 150 entries each
- CategoryTree and CategoryCombobox fall back to the raw `name` when
i18n_key is null (user-created categories stay literal)
- CategoryTreeNode and CategoryRow gain the i18n_key field end-to-end
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Service layer
- New reportService.getCategoryZoom(categoryId, from, to, includeChildren) —
bounded recursive CTE (WHERE ct.depth < 5) protects against parent_id cycles;
direct-only path skips the CTE; every binding is parameterised
- Export categorizationService helpers normalizeDescription / buildKeywordRegex /
compileKeywords so the dialog can reuse them
- New validateKeyword() enforces 2–64 char length (anti-ReDoS), whitespace-only
rejection, returns discriminated result
- New previewKeywordMatches(keyword, limit=50) uses parameterised LIKE + regex
filter in memory; caps candidate scan at 1000 rows to protect against
catastrophic backtracking
- New applyKeywordWithReassignment wraps INSERT (or UPDATE-reassign) +
per-transaction UPDATEs in an explicit BEGIN/COMMIT/ROLLBACK; rejects
existing keyword reassignment unless allowReplaceExisting is set; never
recategorises historical transactions beyond the ids the caller supplied
Hook
- Flesh out useCategoryZoom with reducer + fetch + refetch hook
Components (flat under src/components/reports/)
- CategoryZoomHeader — category combobox + include/direct toggle
- CategoryDonutChart — template'd from dashboard/CategoryPieChart with
innerRadius=55 and ChartPatternDefs for SVG patterns
- CategoryEvolutionChart — AreaChart with Intl-formatted axes
- CategoryTransactionsTable — sortable table with per-row onContextMenu
→ ContextMenu → "Add as keyword" action
AddKeywordDialog — src/components/categories/AddKeywordDialog.tsx
- Lives in categories/ (not reports/) because it is a keyword-editing widget
consumed from multiple sections
- Renders transaction descriptions as React children only (no
dangerouslySetInnerHTML); CSS truncation (CWE-79 safe)
- Per-row checkboxes for applying recategorisation; cap visible rows at 50;
explicit opt-in checkbox to extend to N-50 non-displayed matches
- Surfaces apply errors + "keyword already exists" replace prompt
- Re-runs category zoom fetch on success so the zoomed view updates
Page
- ReportsCategoryPage composes header + donut + evolution + transactions
+ AddKeywordDialog, fetches from useCategoryZoom, preserves query string
for back navigation
i18n
- New keys reports.category.* and reports.keyword.* in FR + EN
- Plural forms use i18next v25 _one / _other suffixes (nMatches)
Tests
- 3 reportService tests cover bounded CTE, cycle-guard depth check, direct-only fallthrough
- New categorizationService.test.ts: 13 tests covering validation boundaries,
parameterised LIKE preview, regex word-boundary filter, explicit BEGIN/COMMIT
wrapping, rollback on failure, existing keyword reassignment policy
- 62 total tests passing
Fixes#74
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
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>
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>
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>
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>
