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33 commits

Author SHA1 Message Date
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
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
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
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
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
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
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
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
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
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
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
le king fu
849945f339 Add error boundary, error page, and startup timeout
Prevent infinite spinner when DB connection fails at startup by adding
a 10s timeout on connectActiveProfile(). Add ErrorBoundary to catch
React crashes and ErrorPage with refresh, update check, and contact links.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-28 19:01:39 -05:00
le king fu
9ab8d3d7df Fix glibc compat: build in Ubuntu 22.04 container (glibc 2.35)
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The Forgejo runner's default image uses glibc 2.39, which produces
binaries incompatible with Pop!_OS / Ubuntu 22.04 (glibc 2.35).
Build inside container: ubuntu:22.04 with Node.js and Rust installed.
Bump to v0.4.4.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 21:46:31 -05:00
le king fu
3302d79c38 Fix updater: use Forgejo package registry for stable latest.json URL
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- Forgejo has no /releases/latest/download/ route (GitHub-specific)
- Upload latest.json to generic package registry for a stable endpoint
- Fix Linux signature collection: use .AppImage.sig (not .tar.gz.sig)
- Collect all platform signatures (.deb.sig, .rpm.sig, .AppImage.sig)
- Bump to v0.4.3

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 21:10:50 -05:00
le king fu
b97a80d8b9 Release v0.4.2: Windows cross-compile via cargo-xwin + updater trampoline
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- Add Windows cross-compile (cargo-xwin) to Forgejo CI workflow
- Add libsqlite3-sys bundled for cross-compile compatibility
- Switch updater endpoint from GitHub to self-hosted Forgejo
- Collect Windows NSIS assets and include windows-x86_64 in latest.json

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 20:23:25 -05:00
le king fu
21c4c73a62 Bump version to v0.4.1
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 21:57:13 -05:00
le king fu
d735fb4bd6 chore: bump version to 0.4.0
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-25 20:05:47 -05:00
le king fu
e233c1c18d docs: add changelog entry for keyword matching fix
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-25 20:03:57 -05:00
le king fu
8388b08a84 docs: add changelog entry for 3-level category hierarchy
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-25 19:54:36 -05:00
le king fu
db337b3285 chore: bump version to 0.3.11
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 10:42:13 -05:00
le king fu
945985c969 chore: bump version to 0.3.10
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 09:21:32 -05:00
le king fu
b46cad5888 feat: add "This year" period option to reports and dashboard
Adds a "year" period (Jan 1 to today) between "6 months" and "12 months"
in the period selector across all reports and dashboard views.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 09:18:27 -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
df742af8ef chore: bump version to 0.3.9
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Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 08:29:04 -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
2436f78023 feat: allow deleting keywords from the All Keywords view
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-22 07:29:29 -05:00
le king fu
da47f9976f docs: add v0.3.8 entries to CHANGELOG
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 13:26:49 -05:00
le king fu
a293bdcd4b feat: display release notes from CHANGELOG in GitHub releases and in-app updater
Extract changelog sections in CI to populate GitHub release bodies dynamically.
Expose the update body from tauri-plugin-updater and render it in the settings
page when an update is available. Add CHANGELOG discipline rule to CLAUDE.md.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 10:12:04 -05:00
le king fu
a8d53d9053 docs: update changelog, user guide, and docs page for v0.3.x features
Add changelog entries for versions 0.2.5 through 0.3.7. Update FR/EN
user guide with profiles, transaction splits, drag-and-drop categories,
dark mode, SVG chart patterns, and context menus. Add Profiles section
to in-app docs page.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 07:40:00 -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