Commit graph

8 commits

Author SHA1 Message Date
le king fu
820360df5b Fix chart label visibility and improve budget cell edit UX
- Change chart amount labels from white to black with white stroke outline
  for better contrast on all bar colors (fixes #8)
- Improve budget table editable cells: add hover background, pointer cursor,
  tooltip hint, and larger click target for clearer affordance (fixes #9)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 14:42:44 -05:00
le king fu
3e0f826256 Add sort and amount toggle to report details, sticky budget headers
- #1: Sortable columns (date, description, amount) in the transaction
  detail modal with click-to-toggle direction
- #2: Budget table headers stay fixed when scrolling vertically
- #3: Eye/EyeOff toggle to show/hide the amounts column in the
  transaction detail modal

Closes #1, closes #2, closes #3

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 09:31:47 -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
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
32dae2b7b2 feat: add parent category subtotals and sign convention to budget page
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>
2026-02-15 17:44:32 +00:00
Le-King-Fu
ccdab1f06a feat: add import config templates, budget/category fixes (v0.2.5)
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>
2026-02-14 15:06:44 +00:00
Le-King-Fu
720f52bad6 feat: 12-month budget grid, import UX improvements, confirmation dialogs (v0.2.4)
Some checks failed
Release / build (windows-latest) (push) Has been cancelled
- 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>
2026-02-14 12:59:11 +00:00
Le-King-Fu
5f5696c29a feat: add Budget and Adjustments pages with full functionality
Some checks failed
Release / build (windows-latest) (push) Has been cancelled
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>
2026-02-12 00:58:43 +00:00