Includes fixes#34, #37, #39: budget prev year actuals, changelog sync via Vite, inline buildPrevYearTotalMap.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The 3-line helper was exported solely for testing. Inlining it removes the
export-for-test pattern and eliminates 50 lines of tests that were
disproportionate for a trivial filter-and-set loop.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Revert public/ changelog changes (syncChangelogs copies from root)
- Replace manual __dirname with import.meta.dirname
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
syncChangelogs() in vite.config.ts already handles copying changelogs
to public/ on dev/build start. The prebuild npm script was redundant
and introduced a platform dependency (cp command).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Transaction amounts are already signed in the DB (expenses negative,
income positive). Remove Math.abs() normalization and stop multiplying
by sign at display time to avoid double negation.
Extract buildPrevYearTotalMap as a testable exported function and
rewrite tests to import the real function instead of reimplementing it.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Fix sign bug in previous year actuals column: transaction amounts are
stored with sign in the DB (expenses negative) but budget entries are
always positive. Apply Math.abs() when building the previousYearTotal
map so the display-time sign multiplier works correctly.
Add unit tests for the normalization logic verifying that both expense
(negative in DB) and income (positive in DB) amounts are correctly
handled.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The in-app changelog page reads from public/CHANGELOG*.md which were
stale (last synced at 0.6.3). Add automatic sync via Vite config
(runs on dev/build start) and npm prebuild script so public/ copies
are always up to date without manual intervention.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
- 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>
- 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>
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>
- 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>
- 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
- 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>
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>
- 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>
- 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)
- 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>
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>
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>
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>
- 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>
- 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>
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>
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>
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>
- 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>
- 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>
- 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>
