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Author SHA1 Message Date
le king fu
8d5fab966a docs: polish + changelog + ADR + legacy cleanup for reports refactor (#76)
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- 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>
2026-04-14 15:29:49 -04:00
escouade-bot
56b46f1dfa Remove hard-coded expense filter from Category Over Time report
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>
2026-03-18 00:05:27 -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
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
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
942cbb0624 docs: organize technical documentation into docs/ folder
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>
2026-02-19 07:34:01 -05:00