Adds a segmented Monthly/YTD toggle next to the reference-month picker that
flips the four KPI cards (income, expenses, net, savings rate) between the
reference-month value (unchanged default) and a Year-to-Date cumulative view.
In YTD mode, the "current" value sums January to the reference month of the
reference year; MoM delta compares it to Jan to (refMonth - 1) of the same
year (null in January, since no prior YTD window exists); YoY delta compares
it to Jan to refMonth of the previous year; savings rate is recomputed from
YTD income and expenses, and stays null when YTD income is zero.
The 13-month sparkline, top movers, seasonality and budget adherence cards
remain monthly regardless of the toggle (by design). The savings-rate tooltip
is now dynamic and mirrors the active mode. The mode is persisted in
localStorage under `reports-cartes-period-mode`.
Also adds a dedicated Cartes section to `docs/guide-utilisateur.md` covering
the four KPI formulas, the Monthly/YTD toggle and its effect on deltas, the
sparkline, top movers, seasonality, budget adherence and the savings-rate
edge case. Mirrored in the in-app `docs.reports` i18n tree (features/steps/
tips extended) for both FR and EN.
No SQL migration: YTD sums are computed from the already-fetched
`flowByMonth` map, so no extra round trip.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Closes#67
Add opt-in Feedback Hub widget integrated into the Settings Logs card. Routes through a Rust command to bypass CORS and centralize privacy audit. First submission triggers a one-time consent dialog; three opt-in checkboxes (context, logs, identify with Maximus account) all unchecked by default. Wording and payload follow the cross-app conventions in la-compagnie-maximus/docs/feedback-hub-ops.md.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Delete legacy src/hooks/useReports.ts (the monolithic hook is now fully
replaced by the per-domain hooks from #70)
- Delete src/components/reports/ReportFilterPanel.tsx (last caller was the
pre-refactor ReportsPage; no longer referenced anywhere)
- Update docs/architecture.md: reports hook list now lists the 5 per-domain
hooks, reports service entry lists every new endpoint, routing section
lists the 4 sub-routes, categorizationService entry mentions the new
keyword-editing helpers, components folder count + page count updated
- Update docs/guide-utilisateur.md section 9: rewrite around hub + 4
sub-reports, explain bookmarkable period via query string, walk through
the right-click keyword editing flow, remove stale pivot section
- Rewrite in-app docs.reports.* i18n in both FR and EN to match the new
UX (hub, sub-reports, contextual keywords)
- New ADR docs/adr/0007-reports-hub-refactor.md: context, decision (hub +
four routes, per-domain hooks, URL period, security guarantees on the
keyword dialog, bounded recursive CTE for category zoom), consequences,
alternatives considered
- CHANGELOG.md + CHANGELOG.fr.md: Unreleased entries describing the hub,
each sub-report, contextual keyword editing, bookmarkable period, view
mode persistence, useReports split, pivot removal, and the security
posture of AddKeywordDialog / getCategoryZoom
Fixes#76
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The Category Over Time report previously only showed expenses (t.amount < 0).
This removes that filter so all transaction types are shown by default,
and adds a type filter (expense/income/transfer) in the right filter panel.
Ref: simpl-resultat#41
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- CLAUDE.md: bump version to 0.6.3
- architecture.md: update version, component counts, dashboard description
- guide-utilisateur.md: rewrite dashboard section (budget table, chart, no recent transactions)
- i18n docs: update dashboard help text in both FR and EN
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
Move specs and masterplan to docs/archive/, add architecture.md with
full technical overview, create 5 ADRs (Tauri v2, useReducer, sqlx
migrations, AES-256-GCM encryption, multi-profile DB), and move
guide-utilisateur.md into docs/.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
