Commit graph

173 commits

Author SHA1 Message Date
fd88ba41ba Merge branch 'main' into fix/simpl-resultat-34-budget-previous-year-actual 2026-03-11 08:05:24 -04:00
501051f9ed Merge pull request 'test: add unit tests for dateRange.ts (#33)' (#36) from fix/simpl-resultat-33-daterange-tests into main 2026-03-11 11:12:25 +00:00
2a18d9be2d test: add unit tests for dateRange.ts utility
Add vitest and 17 tests covering computeDateRange (all periods
including January rollover) and buildMonthOptions (length, order,
rollover, label formatting). Add test/test:watch npm scripts.

Ref #33

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 23:05:32 -04:00
4e70eee0a8 feat: show actual transactions in budget previous year column
Replace planned budget data with actual transaction totals for the
previous year column in the budget table. Add getActualTotalsForYear
helper to budgetService.

Ref #34

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 23:03:26 -04:00
52faa017f3 chore: release v0.6.5
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 20:14:52 -04:00
f8b44ebb6e Merge pull request 'feat: add month dropdown to dashboard Budget vs Actual (#31)' (#32) from fix/simpl-resultat-31-dashboard-month-dropdown into main 2026-03-11 00:12:39 +00:00
65815ef2e0 fix: address reviewer feedback (#31)
- Remove non-null assertions on bYear/bMonth in useDashboard fetchData
  by making parameters required
- Extract shared computeDateRange and buildMonthOptions into
  src/utils/dateRange.ts to eliminate duplication across useDashboard,
  useReports, DashboardPage and ReportsPage

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 18:53:31 -04:00
7d770f8b66 feat: add month dropdown to dashboard Budget vs Actual section (#31)
- Add budgetYear/budgetMonth state to useDashboard hook with last
  completed month as default
- Add month dropdown selector in the dashboard BudgetVsActual title
- Reduce dropdown font size in both Reports and Dashboard pages

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 14:04:46 -04:00
376ca4b477 chore: release v0.6.4
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:30:37 -04:00
7458e087e1 Merge pull request 'fix: sticky category column and month dropdown selector (#29)' (#30) from fix/simpl-resultat-29-budget-visual-adjustments into main 2026-03-10 01:29:27 +00:00
64b7d8d11b fix: remove duplicated px-3 class and improve readability (#29)
Clean up the sticky category cell className: remove the duplicated
px-3 for top-level parents and break the long ternary into readable
multi-line format.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:28:46 -04:00
8971e443d8 fix: address reviewer feedback (#29)
- Remove dead code: navigateBudgetMonth function and its export from
  useReports.ts (replaced by setBudgetMonth, no longer imported anywhere)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:28:30 -04:00
0d324b89c4 fix: address reviewer feedback (#29)
- Replace semi-transparent backgrounds on sticky columns with opaque
  color-mix equivalents so scrolled content is fully hidden
- Add opaque background to section header sticky td
- Extract IIFE month options in ReportsPage into a useMemo
2026-03-09 21:28:30 -04:00
c5a3e0f696 feat: sticky category column, month dropdown selector, default to last completed month (#29)
- Add sticky left-0 positioning to all category cells in BudgetVsActualTable
- Replace MonthNavigator arrows with inline title + dropdown month selector
- Default budget month to previous completed month instead of current
- Add i18n keys for new title prefix (FR/EN)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:28:09 -04:00
9551399f5f Merge pull request 'fix: display level 4+ categories under their parent in dashboard (#23)' (#28) from fix/simpl-resultat-23-dashboard-category-ordering into main 2026-03-10 01:26:19 +00:00
18c7ef3ee9 fix: make pie chart legend always visible with hover percentages (#23)
Show category names permanently in compact form (text-xs) so they
are always discoverable. Percentages appear only on chart hover to
save space, matching the original request while keeping the legend
accessible without interaction.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:17:59 -04:00
66d0cd85ff fix: address reviewer feedback (#23)
- Extract reorderRows into shared utility (src/utils/reorderRows.ts) to
  deduplicate identical function in BudgetTable and BudgetVsActualTable
- Restore alphabetical sorting of children in budgetService.ts
- Fix styling for intermediate parent rows at depth 2+ (was only handling
  depth 0-1)
- Reduce pie chart size (height 220->180, radii reduced) and padding to
  give more space to the table

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:02:24 -04:00
4a5b5fb5fe fix: address reviewer feedback (#23)
- Make reorderRows() recursive to support subtotals toggle at all depth
  levels (not just depth 0-1)
- Restore pie chart legend (show on hover only to save space)
- Give more horizontal space to budget table (3/4 grid vs 2/3)
2026-03-09 20:46:00 -04:00
dbe249783e fix: display level 4+ categories under their parent in dashboard budget table (#23)
- Replace flat alphabetical sort with tree-order traversal so child
  categories appear directly under their parent subtotal row
- Make category hierarchy recursive (supports arbitrary depth)
- Reduce pie chart width from 1/2 to 1/3 of the dashboard
- Show pie chart labels only on hover via tooltip

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 01:10:46 -04:00
8742c25945 Merge pull request 'feat: add previous year total column to budget table (#16)' (#18) from fix/simpl-resultat-16-budget-previous-year into main 2026-03-08 16:39:43 +00:00
e32a14557f Merge pull request 'fix: improve chart tooltip visibility over legend labels (#19)' (#21) from fix/simpl-resultat-19-tooltip-transparency into main 2026-03-08 16:39:22 +00:00
a6a46dd7b6 Merge pull request 'fix: remove internal pie chart title for dashboard consistency (#17)' (#20) from fix/simpl-resultat-17-remove-piechart-title into main 2026-03-08 16:38:57 +00:00
4923880a6e Add box-shadow and z-index to chart tooltips for better visibility (#19)
Tooltip was blending with the legend labels at the bottom of the chart,
especially when showing all categories at once. Added shadow and z-index
to ensure the tooltip stands out from the background.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 12:06:16 -04:00
d5790a08e9 Remove internal title from CategoryPieChart for dashboard consistency (#17)
Move the pie chart title to DashboardPage as an external h2,
matching the pattern used by BudgetVsActual and ExpensesOverTime sections.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 12:04:35 -04:00
097c16dc14 feat: add previous year total column to budget table (#16)
Add a read-only column showing the annual budget total from the
previous year for each category. This serves as a baseline reference
when planning the current year's budget.

- Add previousYearTotal field to BudgetYearRow type
- Fetch previous year budget entries in useBudget hook
- Display column between Category and Annual in BudgetTable
- Propagate totals through parent/subtotal/section/grand total rows
- Add i18n keys for FR ("Année préc.") and EN ("Prev. Year")

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-08 11:04:10 -04:00
le king fu
c8b92517e8 Update docs: dashboard revamp, version 0.6.3
- 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>
2026-03-07 09:53:37 -05:00
le king fu
32bcd27a5a Bump version to 0.6.3 — Dashboard revamp, formatting and category fixes
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 09:18:31 -05:00
le king fu
0bbbcc541b Revamp dashboard: YTD default, expenses chart, budget table
- Default period changed from month to year-to-date
- Remove recent transactions section
- Add expenses over time stacked bar chart (by category/month)
- Add budget vs actual table (current month)
- Reorganize layout: cards, pie + budget table, full-width chart

Closes #15

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 09:15:04 -05:00
le king fu
861d78eca2 Improve visual hierarchy of subtotals and totals in all tables
Section subtotals: text-sm font-semibold with more padding.
Grand totals: text-sm font-bold with border-t-2 and extra padding.
Applied consistently across BudgetTable, BudgetVsActualTable,
MonthlyTrendsTable, CategoryOverTimeTable, CategoryTable,
and DynamicReportTable.

Closes #14

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-07 09:10:27 -05:00
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
420506b074 Bump version to 0.6.2 — Section subtotals and category detail fix
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Add per-section subtotals (expenses, income, transfers) to budget table
and budget vs actual report. Fix category detail panel visibility when
scrolling through long category lists.

Closes #11, closes #12

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-06 16:22:36 -05:00
le king fu
6ca62db4a9 Update docs: add changelog page to architecture and CLAUDE.md
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 17:13:11 -05:00
le king fu
ec38cd5669 Bump version to 0.6.1 — Bilingual changelog and UX fixes
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 15:00:37 -05:00
le king fu
d23fcd6bdb Add bilingual changelog page and file-based release notes
- Create CHANGELOG.fr.md with full French translation of all versions
- Add ChangelogPage (/changelog) accessible from Settings
- Replace hardcoded i18n release notes with file-based approach:
  loads CHANGELOG.md or CHANGELOG.fr.md based on user language
- CI copies changelogs to public/ during release build
- Update CLAUDE.md with bilingual changelog deployment process (fixes #10)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 14:58:54 -05:00
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
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
6cb9c75a55 Add missing .gitignore patterns (*.pem, *.key, .env.*)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 20:48:02 -05:00
le king fu
be662ee52e Fix HIGH vulnerabilities (rollup, minimatch)
npm audit fix to resolve path traversal (rollup) and ReDoS (minimatch).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-04 20:25:22 -05:00
le king fu
079ddfb0e7 Bump version to 0.5.2
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 17:28:20 -05:00
le king fu
fc906d6d55 Fix CI: use PACKAGE_TOKEN for package registry operations
The automatic GITHUB_TOKEN does not have package permissions in Forgejo.
Use a dedicated PACKAGE_TOKEN secret with the package scope instead.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 17:23:13 -05:00
le king fu
55fbb1ae92 Bump version to 0.5.1
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 16:39:28 -05:00
le king fu
08c54b1f75 Fix migration repair: update checksums instead of deleting records
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The previous approach deleted migration records to force re-application,
but this is dangerous for migration 2 which DELETEs all categories and
keywords before re-inserting them, wiping user customizations.

Now computes the expected SHA-384 checksum (matching sqlx) and updates
the stored checksum in _sqlx_migrations, so the migration is recognized
as already applied without being re-run.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 16:27:02 -05:00
le king fu
efb922eb0e Fix CI: use correct API v1 endpoint for package registry deletion
The DELETE endpoint for Forgejo generic packages is /api/v1/packages/
while the upload (PUT) endpoint is /api/packages/. Using the wrong
endpoint caused silent failures, leaving stale latest.json in the
registry. Also fail the CI step explicitly on upload failure.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 16:01:50 -05:00
le king fu
4030cc90b2 Fix package registry: use correct DELETE endpoint for generic packages
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Forgejo generic package API uses /api/packages/ not /api/v1/packages/
for both upload and deletion.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 14:29:28 -05:00
le king fu
c777dbb7b8 Fix CI: delete existing release before creating a new one
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Prevents "Release has no Tag" error when re-running a build for
a tag that already has a release.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 12:38:08 -05:00
le king fu
e3992298f0 Fix package registry publish: use correct API v1 endpoint for deletion
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The DELETE was using the upload URL instead of the API v1 package
endpoint, so old versions were never actually deleted, causing 409
on re-upload and leaving stale latest.json.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 11:55:00 -05:00
le king fu
457dbce6c2 Fix CI: pass changelog notes via env var instead of inline interpolation
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The ${{ steps.changelog.outputs.notes }} expression was being interpolated
directly into shell commands, causing parse errors when the changelog
contained special characters, markdown, or backticks.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 11:06:10 -05:00
le king fu
1b49871ea0 Release v0.5.0 — open source under GPL-3.0
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Bump version to 0.5.0 and update CHANGELOG with all unreleased changes
including error handling, log viewer, report improvements, and GPL-3.0
license addition.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 10:17:44 -05:00
le king fu
f5bf4e720b Add GPL-3.0 license
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 10:10:43 -05:00
le king fu
2a61ffcdb4 Update documentation for v0.4.7 changes
Sync CHANGELOG, architecture docs, user guide, and i18n docs keys
with recent features: log viewer, sticky budget headers, sortable
report detail columns, amount toggle, migration repair, and startup
retry logic.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-01 09:43:28 -05:00