CHANGELOG.fr.md

@@ -3,7 +3,6 @@
 ## [Non publié]
 
 ### Ajouté
-- **Bilan — page `/balance` avec graphique d'évolution et entrée sidebar** (route `/balance`) : quatrième tranche de la feature *Bilan*, qui la rend enfin accessible depuis la navigation. La nouvelle page compose (1) une carte d'aperçu avec la valeur nette agrégée du dernier snapshot, le Δ% par rapport au snapshot chronologiquement précédent (affiché « — » quand il n'existe qu'un seul snapshot), un avertissement de fraîcheur quand le dernier snapshot date de plus de 60 jours, et un CTA *Nouveau snapshot* qui pointe vers `/balance/snapshot` ; (2) un sélecteur de période (3 mois / 6 mois / 1 an / 3 ans / Tout) qui recharge toutes les séries en parallèle ; (3) un graphique d'évolution avec deux modes — *Ligne* (une seule série `SUM(value) GROUP BY snapshot_date`) et *Empilé par catégorie* (une `<Area stackId>` Recharts par `balance_categories.key`) ; (4) un tableau des comptes listant chaque compte actif avec sa dernière valeur snapshot, le Δ% par compte sur la période active (valeur la plus récente vs valeur du premier snapshot dans la fenêtre — null si pas d'ancrage, affiché « — »), et un menu d'actions (Détail désactivé en attendant la #142, Archiver). Les colonnes de rendement (3M / 1A / depuis création / non ajusté) sont réservées pour une version ultérieure avec un commentaire `TODO`. La sidebar expose désormais l'entrée *Bilan* (icône `Wallet`) entre *Rapports* et *Paramètres*. Le service gagne trois helpers de série temporelle : `getSnapshotTotalsByDate(range?)`, `getSnapshotTotalsByCategoryAndDate(range?)`, `getAccountsLatestSnapshot()` ainsi qu'un calcul d'ancrage par compte `getAccountsPeriodAnchor(range)` — tous couverts par des tests unitaires. Nouveau hook `useBalanceOverview` (`useReducer` scoped) qui pilote l'état de la page. Nouvelles clés i18n sous `balance.overview.*`, `balance.period.*`, `balance.chart.*` plus `nav.balance` (FR + EN) (#141)
 - **Bilan — type coté (quantité × prix unitaire)** (routes `/balance/accounts` et `/balance/snapshot`) : troisième tranche de la feature *Bilan*. Les catégories exposent désormais un sélecteur de *type* à la création : `simple` (saisie d'un montant direct) ou `coté` (`quantité × prix_unitaire`). Les comptes liés à une catégorie cotée exigent un symbole. L'éditeur de snapshot bascule selon le type de la catégorie du compte : les comptes simples conservent leur unique champ de valeur ; les comptes cotés affichent trois champs — `quantité`, `prix unitaire` (les deux obligatoires) et un champ `valeur` en lecture seule calculé en temps réel à partir de `quantité × prix unitaire` (arrondi à 2 décimales). Une étiquette d'attribution `[Manuel]` apparaît sur chaque ligne cotée ; la future étiquette `[via Maximus le AAAA-MM-JJ]` arrivera avec la récupération automatique des prix. Le bouton *Pré-remplir depuis le précédent* copie maintenant les quantités pour les comptes cotés mais laisse les prix unitaires vides (un prix frais doit être saisi à chaque fois). Le service valide les lignes cotées avant la CHECK SQL : invariants de type (les lignes cotées doivent porter à la fois quantité et prix unitaire ; les lignes simples ne doivent porter ni l'un ni l'autre) et invariant de valeur `|valeur − quantité × prix unitaire| ≤ 0,01` (un centime de tolérance pour absorber les arrondis flottants). La suppression d'une catégorie est désormais mieux guardée : une catégorie liée à un ou plusieurs comptes affiche un bandeau d'erreur listant le nombre et jusqu'à trois noms de comptes pour que l'utilisateur sache exactement lesquels archiver d'abord ; les catégories standard restent protégées côté service avec leur bouton désactivé dans l'interface. Nouvelles clés i18n `balance.category.kind.*`, `balance.category.form.kindLabel/kindHint*`, `balance.category.error.has_accounts`, `balance.snapshot.priced.*` (FR + EN) (#140)
 - **Bilan — éditeur de snapshot (type simple)** (route `/balance/snapshot`) : deuxième tranche de la feature *Bilan*. La nouvelle page permet de créer ou modifier un snapshot daté de votre patrimoine : choisissez une date (par défaut aujourd'hui), saisissez la valeur de chaque compte actif groupé par catégorie, puis enregistrez. Le mode est piloté par le paramètre `?date=` de l'URL — si un snapshot existe déjà à cette date, la page bascule automatiquement en mode édition (la contrainte UNIQUE sur `balance_snapshots.snapshot_date` garantit un snapshot par jour). La date d'un snapshot existant est immuable : pour la changer, supprimez puis recréez. Un bouton *Pré-remplir depuis le précédent* copie les valeurs du snapshot antérieur le plus récent (comptes simples uniquement — les comptes cotés seront pris en charge quand l'éditeur coté arrivera). Un bouton *Supprimer* affiche une modal de double confirmation qui exige de retaper la date du snapshot avant d'activer l'action destructive. Seules les valeurs de type simple sont acceptées à ce stade (`quantity` et `unit_price` sont laissés `NULL`) ; l'éditeur coté (quantité × prix unitaire + récupération de prix) arrivera dans une prochaine version. Nouveau hook `useSnapshotEditor` (`useReducer` couvrant tout le cycle de vie) et deux nouveaux composants `SnapshotEditor` + `SnapshotLineRow`. i18n FR/EN sous `balance.snapshot.*` (#146)
 - **Bilan — fondations du schéma et page Comptes** (route `/balance/accounts`) : première tranche de la nouvelle feature *Bilan*. La migration SQL v9 introduit 5 tables (`balance_categories`, `balance_accounts`, `balance_snapshots`, `balance_snapshot_lines`, `balance_account_transfers`) avec 7 index et seede 7 catégories standard — Encaisse, CELI, REER, Fonds commun, Autre (type simple) + Action et Cryptomonnaie (type coté). La colonne `currency` est verrouillée à `CAD` via une contrainte CHECK au MVP — le support multi-devises arrivera plus tard. La nouvelle page expose deux onglets : *Comptes* (CRUD complet sur les comptes de l'utilisateur, archivage soft plutôt que suppression dure pour préserver les snapshots historiques) et *Catégories* (renommer une catégorie, créer des catégories de type simple, supprimer celles créées par l'utilisateur — les catégories standard sont protégées). Couverture i18n FR/EN complète sous `balance.*`. Snapshots, transferts, rendements et price-fetching premium arriveront dans les prochaines issues ; pour l'instant la route est accessible directement par URL (pas encore d'entrée sidebar) (#138)

CHANGELOG.md

@@ -3,7 +3,6 @@
 ## [Unreleased]
 
 ### Added
-- **Balance sheet — `/balance` overview page, evolution chart and sidebar entry** (route `/balance`): fourth slice of the *Bilan* feature finally surfaces it in the navigation. The new page composes (1) an overview card with the latest aggregate net worth, the Δ% versus the previous chronological snapshot (rendered as "—" when only one snapshot exists), a 60-day staleness warning when the latest snapshot is older than that threshold, and a *New snapshot* CTA pointing at `/balance/snapshot`; (2) a period selector (3 months / 6 months / 1 year / 3 years / All) that re-fetches every series in parallel; (3) an evolution chart with two modes — *Line* (single series of `SUM(value) GROUP BY snapshot_date`) and *Stacked by category* (one Recharts `<Area stackId>` per `balance_categories.key`); (4) an accounts table listing every active account with its latest snapshot value, the per-account Δ% over the active period (latest value vs the value at the earliest snapshot inside the window — null when no anchor exists, rendered as "—"), and an actions menu (Details placeholder, Archive). Return-metric columns (3M / 1Y / since-creation / unadjusted) are reserved for a later release with a `TODO` marker. The sidebar now exposes the *Balance sheet* entry (`Wallet` icon) between *Reports* and *Settings*. The service grows three time-series helpers: `getSnapshotTotalsByDate(range?)`, `getSnapshotTotalsByCategoryAndDate(range?)`, `getAccountsLatestSnapshot()` and a per-account anchor query `getAccountsPeriodAnchor(range)` — all guarded by unit tests. New `useBalanceOverview` hook (scoped `useReducer`) drives the page state. New i18n keys under `balance.overview.*`, `balance.period.*`, `balance.chart.*` plus `nav.balance` (FR + EN) (#141)
 - **Balance sheet — priced kind (quantity × unit price)** (routes `/balance/accounts` and `/balance/snapshot`): third slice of the *Bilan* feature. Categories now expose a *kind* selector at creation: `simple` (direct value entry) or `priced` (`quantity × unit_price`). Accounts linked to a priced category require a symbol. The snapshot editor dispatches on the account's category kind: simple accounts keep their single value field, priced accounts get three inputs — `quantity`, `unit_price` (both required) and a read-only `value` field computed live from `quantity × unit_price` (rounded to 2 decimals). A `[Manual]` / `[Manuel]` attribution tag is shown on each priced row; the future `[via Maximus on YYYY-MM-DD]` tag will land with automatic price-fetching. The *Prefill from previous* button now copies quantities for priced accounts but leaves unit prices blank (a fresh price must be entered each time). The service validates priced lines ahead of the SQL CHECK: kind invariants (priced lines must carry both quantity and unit_price; simple lines must carry neither) and a value-match invariant `|value − quantity × unit_price| ≤ 0.01` (one cent tolerance to absorb floating-point drift). Category deletion now blocks earlier and surfaces a richer error: a category linked to one or more accounts shows a dismissable banner listing the count and up to three account names so the user knows exactly which accounts to archive first; seeded categories remain protected at the service layer with their button disabled in the UI. New i18n keys `balance.category.kind.*`, `balance.category.form.kindLabel/kindHint*`, `balance.category.error.has_accounts`, `balance.snapshot.priced.*` (FR + EN) (#140)
 - **Balance sheet — snapshot editor (simple kind)** (route `/balance/snapshot`): second slice of the *Bilan* feature. The new page lets you create or edit a dated snapshot of your balance: pick a date (defaulting to today), enter the value of each active account grouped by category, and save. The mode is driven by the `?date=` query parameter — when a snapshot already exists at that date the page automatically flips into edit mode (the underlying `balance_snapshots.snapshot_date` UNIQUE constraint guarantees one snapshot per day). The date of an existing snapshot is immutable: to change it, delete the snapshot and create a new one. A *Prefill from previous snapshot* button copies values from the most recent earlier snapshot (simple-kind accounts only — priced accounts will be handled when the priced editor lands in a later release). A *Delete* button surfaces a double-confirmation modal that requires retyping the snapshot date before the destructive action is enabled. Only simple-kind values are accepted at this stage (`quantity` and `unit_price` are kept `NULL`); the priced editor (quantity × unit price + price fetch) ships in a later release. New `useSnapshotEditor` hook (scoped `useReducer` covering the full lifecycle) and two new components `SnapshotEditor` + `SnapshotLineRow`. FR/EN i18n under `balance.snapshot.*` (#146)
 - **Balance sheet — schema foundation and accounts page** (route `/balance/accounts`): first slice of the upcoming *Bilan* feature. New SQL migration v9 introduces 5 tables (`balance_categories`, `balance_accounts`, `balance_snapshots`, `balance_snapshot_lines`, `balance_account_transfers`) with 7 indexes and seeds 7 standard categories — Cash, TFSA, RRSP, Mutual Fund, Other (simple kind) plus Stock and Crypto (priced kind). The `currency` column is hardcoded to `CAD` via a CHECK constraint at the MVP — multi-currency support will come in a later release. The new accounts page exposes two tabs: *Accounts* (full CRUD over the user's holdings, soft-archive instead of hard delete to preserve historic snapshots) and *Categories* (rename any category, create simple-kind ones, delete user-created ones — seeded categories are protected). The full FR/EN i18n coverage uses keys under `balance.*`. Snapshots, transfers, returns and the price-fetching premium remain to ship in upcoming issues; for now the route is reachable directly via URL (no sidebar entry yet) (#138)

src/App.tsx

@@ -17,7 +17,6 @@ import ReportsCategoryPage from "./pages/ReportsCategoryPage";
 import ReportsCartesPage from "./pages/ReportsCartesPage";
 import SettingsPage from "./pages/SettingsPage";
 import AccountsPage from "./pages/AccountsPage";
-import BalancePage from "./pages/BalancePage";
 import SnapshotEditPage from "./pages/SnapshotEditPage";
 import CategoriesStandardGuidePage from "./pages/CategoriesStandardGuidePage";
 import CategoriesMigrationPage from "./pages/CategoriesMigrationPage";
@@ -117,7 +116,6 @@ export default function App() {
           <Route path="/reports/category" element={<ReportsCategoryPage />} />
           <Route path="/reports/cartes" element={<ReportsCartesPage />} />
           <Route path="/settings" element={<SettingsPage />} />
-          <Route path="/balance" element={<BalancePage />} />
           <Route path="/balance/accounts" element={<AccountsPage />} />
           <Route path="/balance/snapshot" element={<SnapshotEditPage />} />
           <Route

src/components/balance/BalanceAccountsTable.tsx

@@ -1,170 +0,0 @@
-// BalanceAccountsTable — one-row-per-active-account table on /balance.
-//
-// Issue #141 (Bilan #3). Columns:
-//   - Account name + category label
-//   - Latest snapshot value (or "—" when no snapshot exists yet)
-//   - Δ% over the active period (latest value vs the period-anchor value;
-//     null when no anchor exists, rendered as "—").
-//   - Actions menu (Detail no-op for now, Archive via service).
-//
-// Future return-metric columns (3M / 1A / since-creation / unadjusted)
-// land in Issue #142. They have a TODO marker below.
-
-import { useMemo, useState } from "react";
-import { useTranslation } from "react-i18next";
-import { Archive, MoreVertical } from "lucide-react";
-import type {
-  AccountLatestSnapshot,
-  AccountPeriodAnchor,
-} from "../../services/balance.service";
-
-const cadFormatter = (locale: string) =>
-  new Intl.NumberFormat(locale, {
-    style: "currency",
-    currency: "CAD",
-    maximumFractionDigits: 2,
-  });
-
-interface BalanceAccountsTableProps {
-  accounts: AccountLatestSnapshot[];
-  periodAnchor: AccountPeriodAnchor[];
-  onArchiveAccount?: (account: AccountLatestSnapshot) => void;
-}
-
-export default function BalanceAccountsTable({
-  accounts,
-  periodAnchor,
-  onArchiveAccount,
-}: BalanceAccountsTableProps) {
-  const { t, i18n } = useTranslation();
-  const fmt = cadFormatter(i18n.language === "fr" ? "fr-CA" : "en-CA");
-
-  /** account_id → period anchor (start-of-period value). */
-  const anchorMap = useMemo(() => {
-    const m = new Map<number, AccountPeriodAnchor>();
-    for (const a of periodAnchor) m.set(a.account_id, a);
-    return m;
-  }, [periodAnchor]);
-
-  const [openMenuFor, setOpenMenuFor] = useState<number | null>(null);
-
-  if (accounts.length === 0) {
-    return (
-      <div className="bg-[var(--card)] border border-[var(--border)] rounded-xl p-8 text-center text-[var(--muted-foreground)] italic">
-        {t("balance.overview.noAccounts")}
-      </div>
-    );
-  }
-
-  return (
-    <div className="bg-[var(--card)] border border-[var(--border)] rounded-xl overflow-hidden">
-      <table className="w-full text-sm">
-        <thead className="bg-[var(--muted)]/30">
-          <tr>
-            <th className="text-left px-4 py-3 font-medium">
-              {t("balance.account.fields.name")}
-            </th>
-            <th className="text-left px-4 py-3 font-medium">
-              {t("balance.account.fields.category")}
-            </th>
-            <th className="text-right px-4 py-3 font-medium">
-              {t("balance.overview.latestValue")}
-            </th>
-            <th className="text-right px-4 py-3 font-medium">
-              {t("balance.overview.periodDelta")}
-            </th>
-            {/* TODO Issue #142: 3M / 1A / depuis-création / non-ajusté columns */}
-            <th className="text-right px-4 py-3 font-medium w-12">
-              {t("balance.account.fields.actions")}
-            </th>
-          </tr>
-        </thead>
-        <tbody>
-          {accounts.map((acc) => {
-            const anchor = anchorMap.get(acc.account_id);
-            const deltaPct =
-              acc.latest_value !== null && anchor && anchor.anchor_value !== 0
-                ? ((acc.latest_value - anchor.anchor_value) /
-                    Math.abs(anchor.anchor_value)) *
-                  100
-                : null;
-            return (
-              <tr
-                key={acc.account_id}
-                className="border-t border-[var(--border)] hover:bg-[var(--muted)]/10"
-              >
-                <td className="px-4 py-3 font-medium">
-                  {acc.account_name}
-                  {acc.symbol ? (
-                    <span className="ml-2 text-xs text-[var(--muted-foreground)]">
-                      ({acc.symbol})
-                    </span>
-                  ) : null}
-                </td>
-                <td className="px-4 py-3 text-[var(--muted-foreground)]">
-                  {t(acc.category_i18n_key, { defaultValue: acc.category_key })}
-                </td>
-                <td className="px-4 py-3 text-right tabular-nums">
-                  {acc.latest_value !== null ? fmt.format(acc.latest_value) : "—"}
-                </td>
-                <td className="px-4 py-3 text-right tabular-nums">
-                  {deltaPct !== null ? (
-                    <span
-                      className={
-                        deltaPct >= 0
-                          ? "text-[var(--positive)]"
-                          : "text-[var(--negative)]"
-                      }
-                    >
-                      {deltaPct >= 0 ? "+" : ""}
-                      {deltaPct.toFixed(2)}%
-                    </span>
-                  ) : (
-                    "—"
-                  )}
-                </td>
-                <td className="px-4 py-3 text-right relative">
-                  <button
-                    type="button"
-                    onClick={() =>
-                      setOpenMenuFor(
-                        openMenuFor === acc.account_id ? null : acc.account_id
-                      )
-                    }
-                    className="p-1 rounded hover:bg-[var(--muted)]/40"
-                    aria-label={t("balance.account.fields.actions")}
-                  >
-                    <MoreVertical size={16} />
-                  </button>
-                  {openMenuFor === acc.account_id && (
-                    <div className="absolute right-2 top-full z-10 mt-1 bg-[var(--card)] border border-[var(--border)] rounded-lg shadow-md py-1 min-w-[160px] text-left">
-                      <button
-                        type="button"
-                        disabled
-                        className="block w-full px-3 py-2 text-sm text-[var(--muted-foreground)] cursor-not-allowed"
-                        title={t("balance.overview.detailComingSoon")}
-                      >
-                        {t("balance.overview.detailAction")}
-                      </button>
-                      <button
-                        type="button"
-                        onClick={() => {
-                          setOpenMenuFor(null);
-                          onArchiveAccount?.(acc);
-                        }}
-                        className="flex items-center gap-2 w-full px-3 py-2 text-sm hover:bg-[var(--muted)]/40"
-                      >
-                        <Archive size={14} />
-                        {t("balance.account.actions.archive")}
-                      </button>
-                    </div>
-                  )}
-                </td>
-              </tr>
-            );
-          })}
-        </tbody>
-      </table>
-    </div>
-  );
-}

src/components/balance/BalanceEvolutionChart.tsx

@@ -1,218 +0,0 @@
-// BalanceEvolutionChart — line / stacked-area chart of net worth over time.
-//
-// Issue #141 (Bilan #3). Reuses the established Recharts patterns from the
-// reports/* charts (see decisions-log #141 — native SVG was reconsidered;
-// Recharts is the single chart pattern in this codebase). Two modes:
-//   - 'line'    : a single LineChart of `SUM(value)` per snapshot date.
-//   - 'stacked' : an AreaChart with one Area per category (stackId='all').
-//
-// Tooltip shows per-category breakdown in stacked mode and just the total in
-// line mode.
-
-import { useMemo } from "react";
-import { useTranslation } from "react-i18next";
-import {
-  LineChart,
-  Line,
-  AreaChart,
-  Area,
-  XAxis,
-  YAxis,
-  CartesianGrid,
-  Tooltip,
-  ResponsiveContainer,
-  Legend,
-} from "recharts";
-import type {
-  SnapshotTotalPoint,
-  SnapshotCategoryBreakdownPoint,
-} from "../../services/balance.service";
-import type { BalanceChartMode } from "../../hooks/useBalanceOverview";
-
-// Stable palette for the stacked-by-category areas. Indexed deterministically
-// by category sort order so the colour assignment stays consistent across
-// renders and period changes. Reused from the reports CategoryBarChart palette.
-const CATEGORY_PALETTE = [
-  "#3b82f6", // blue
-  "#10b981", // emerald
-  "#f59e0b", // amber
-  "#8b5cf6", // violet
-  "#ef4444", // red
-  "#06b6d4", // cyan
-  "#ec4899", // pink
-  "#84cc16", // lime
-  "#f97316", // orange
-  "#6366f1", // indigo
-];
-
-export interface BalanceEvolutionChartProps {
-  mode: BalanceChartMode;
-  totals: SnapshotTotalPoint[];
-  byCategory: SnapshotCategoryBreakdownPoint[];
-  /** Map category_key → translated label so the legend reads naturally. */
-  categoryLabels?: Record<string, string>;
-}
-
-export default function BalanceEvolutionChart({
-  mode,
-  totals,
-  byCategory,
-  categoryLabels = {},
-}: BalanceEvolutionChartProps) {
-  const { t, i18n } = useTranslation();
-
-  const cadFormatter = useMemo(
-    () =>
-      new Intl.NumberFormat(i18n.language === "fr" ? "fr-CA" : "en-CA", {
-        style: "currency",
-        currency: "CAD",
-        maximumFractionDigits: 0,
-      }),
-    [i18n.language]
-  );
-
-  const dateLocale = i18n.language === "fr" ? "fr-CA" : "en-CA";
-  const formatDate = (iso: string) =>
-    new Date(iso).toLocaleDateString(dateLocale, {
-      year: "numeric",
-      month: "short",
-      day: "numeric",
-    });
-
-  // --- Line-mode dataset ---
-  const lineData = useMemo(
-    () =>
-      totals.map((p) => ({
-        snapshot_date: p.snapshot_date,
-        total: p.total,
-      })),
-    [totals]
-  );
-
-  // --- Stacked-area dataset ---
-  // We transpose the per-snapshot bucket into one row per snapshot_date with
-  // one column per category_key. Categories absent at a snapshot date are
-  // emitted as 0 so Recharts renders a continuous stack.
-  const { stackedData, categoryKeys } = useMemo(() => {
-    const keys = new Set<string>();
-    for (const point of byCategory) {
-      for (const k of Object.keys(point.byCategory)) keys.add(k);
-    }
-    const orderedKeys = Array.from(keys).sort();
-    const data = byCategory.map((point) => {
-      const row: Record<string, string | number> = {
-        snapshot_date: point.snapshot_date,
-      };
-      for (const k of orderedKeys) {
-        row[k] = point.byCategory[k] ?? 0;
-      }
-      return row;
-    });
-    return { stackedData: data, categoryKeys: orderedKeys };
-  }, [byCategory]);
-
-  const isEmpty =
-    mode === "line" ? lineData.length === 0 : stackedData.length === 0;
-
-  if (isEmpty) {
-    return (
-      <div className="bg-[var(--card)] border border-[var(--border)] rounded-xl p-6">
-        <p className="text-center text-[var(--muted-foreground)] italic py-12">
-          {t("balance.chart.empty")}
-        </p>
-      </div>
-    );
-  }
-
-  const tooltipContentStyle = {
-    backgroundColor: "var(--card)",
-    border: "1px solid var(--border)",
-    borderRadius: "0.5rem",
-    color: "var(--foreground)",
-  };
-
-  return (
-    <div className="bg-[var(--card)] border border-[var(--border)] rounded-xl p-4">
-      <ResponsiveContainer width="100%" height={360}>
-        {mode === "line" ? (
-          <LineChart
-            data={lineData}
-            margin={{ top: 10, right: 16, bottom: 10, left: 10 }}
-          >
-            <CartesianGrid strokeDasharray="3 3" stroke="var(--border)" />
-            <XAxis
-              dataKey="snapshot_date"
-              stroke="var(--muted-foreground)"
-              fontSize={11}
-              tickFormatter={(s: string) => formatDate(s)}
-            />
-            <YAxis
-              stroke="var(--muted-foreground)"
-              fontSize={11}
-              tickFormatter={(v: number) => cadFormatter.format(v)}
-              width={88}
-            />
-            <Tooltip
-              formatter={(value: number | undefined) =>
-                cadFormatter.format(value ?? 0)
-              }
-              labelFormatter={(label) => formatDate(String(label))}
-              contentStyle={tooltipContentStyle}
-            />
-            <Line
-              type="monotone"
-              dataKey="total"
-              name={t("balance.chart.totalSeriesLabel")}
-              stroke="var(--primary)"
-              strokeWidth={2}
-              dot={{ r: 3 }}
-              activeDot={{ r: 5 }}
-            />
-          </LineChart>
-        ) : (
-          <AreaChart
-            data={stackedData}
-            margin={{ top: 10, right: 16, bottom: 10, left: 10 }}
-          >
-            <CartesianGrid strokeDasharray="3 3" stroke="var(--border)" />
-            <XAxis
-              dataKey="snapshot_date"
-              stroke="var(--muted-foreground)"
-              fontSize={11}
-              tickFormatter={(s: string) => formatDate(s)}
-            />
-            <YAxis
-              stroke="var(--muted-foreground)"
-              fontSize={11}
-              tickFormatter={(v: number) => cadFormatter.format(v)}
-              width={88}
-            />
-            <Tooltip
-              formatter={(value: number | undefined, name) => [
-                cadFormatter.format(value ?? 0),
-                categoryLabels[String(name)] ?? String(name),
-              ]}
-              labelFormatter={(label) => formatDate(String(label))}
-              contentStyle={tooltipContentStyle}
-            />
-            <Legend
-              formatter={(value) => categoryLabels[String(value)] ?? String(value)}
-            />
-            {categoryKeys.map((key, idx) => (
-              <Area
-                key={key}
-                type="monotone"
-                dataKey={key}
-                stackId="all"
-                stroke={CATEGORY_PALETTE[idx % CATEGORY_PALETTE.length]}
-                fill={CATEGORY_PALETTE[idx % CATEGORY_PALETTE.length]}
-                fillOpacity={0.5}
-                name={key}
-              />
-            ))}
-          </AreaChart>
-        )}
-      </ResponsiveContainer>
-    </div>
-  );
-}

src/components/balance/BalanceOverviewCard.tsx

@@ -1,128 +0,0 @@
-// BalanceOverviewCard — top summary tile of /balance.
-//
-// Issue #141 (Bilan #3). Displays:
-//   - The latest aggregate snapshot total (sum across all accounts on the
-//     most recent snapshot date).
-//   - Δ% versus the previous chronological snapshot (null when only one
-//     snapshot exists; rendered as "—").
-//   - A staleness warning when the latest snapshot is older than 60 days.
-//   - "+ Nouveau snapshot" CTA → `/balance/snapshot`.
-
-import { useMemo } from "react";
-import { useTranslation } from "react-i18next";
-import { Plus, TrendingUp, TrendingDown, AlertTriangle } from "lucide-react";
-import { Link } from "react-router-dom";
-import type { SnapshotTotalPoint } from "../../services/balance.service";
-
-const STALENESS_DAYS = 60;
-const cadFormatter = (value: number) =>
-  new Intl.NumberFormat("en-CA", {
-    style: "currency",
-    currency: "CAD",
-    maximumFractionDigits: 2,
-  }).format(value);
-
-interface BalanceOverviewCardProps {
-  /** The full evolution series for the active period (latest at the end). */
-  totals: SnapshotTotalPoint[];
-}
-
-export default function BalanceOverviewCard({ totals }: BalanceOverviewCardProps) {
-  const { t, i18n } = useTranslation();
-
-  const summary = useMemo(() => {
-    if (totals.length === 0) {
-      return null;
-    }
-    const last = totals[totals.length - 1];
-    const prev = totals.length >= 2 ? totals[totals.length - 2] : null;
-    const deltaPct =
-      prev && prev.total !== 0
-        ? ((last.total - prev.total) / Math.abs(prev.total)) * 100
-        : null;
-    const ageMs = Date.now() - new Date(last.snapshot_date).getTime();
-    const ageDays = Math.floor(ageMs / (1000 * 60 * 60 * 24));
-    return {
-      latest: last,
-      deltaPct,
-      isStale: ageDays > STALENESS_DAYS,
-      ageDays,
-    };
-  }, [totals]);
-
-  const dateLocale = i18n.language === "fr" ? "fr-CA" : "en-CA";
-  const formatDate = (iso: string) =>
-    new Date(iso).toLocaleDateString(dateLocale, {
-      year: "numeric",
-      month: "long",
-      day: "numeric",
-    });
-
-  return (
-    <div className="bg-[var(--card)] rounded-xl border border-[var(--border)] p-6">
-      <div className="flex flex-col sm:flex-row sm:items-start sm:justify-between gap-4">
-        <div>
-          <p className="text-sm text-[var(--muted-foreground)]">
-            {t("balance.overview.latestTotal")}
-          </p>
-          {summary ? (
-            <>
-              <p className="text-3xl font-bold mt-1">
-                {cadFormatter(summary.latest.total)}
-              </p>
-              <p className="text-xs text-[var(--muted-foreground)] mt-1">
-                {t("balance.overview.asOf", {
-                  date: formatDate(summary.latest.snapshot_date),
-                })}
-              </p>
-            </>
-          ) : (
-            <p className="text-sm text-[var(--muted-foreground)] mt-2">
-              {t("balance.overview.noSnapshots")}
-            </p>
-          )}
-        </div>
-
-        <div className="flex flex-col items-stretch sm:items-end gap-2">
-          {summary && summary.deltaPct !== null && (
-            <div
-              className={`inline-flex items-center gap-1 text-sm font-medium ${
-                summary.deltaPct >= 0
-                  ? "text-[var(--positive)]"
-                  : "text-[var(--negative)]"
-              }`}
-            >
-              {summary.deltaPct >= 0 ? (
-                <TrendingUp size={16} />
-              ) : (
-                <TrendingDown size={16} />
-              )}
-              {summary.deltaPct >= 0 ? "+" : ""}
-              {summary.deltaPct.toFixed(2)}%
-              <span className="text-[var(--muted-foreground)] font-normal text-xs ml-1">
-                {t("balance.overview.vsPrevious")}
-              </span>
-            </div>
-          )}
-
-          <Link
-            to="/balance/snapshot"
-            className="inline-flex items-center justify-center gap-2 px-4 py-2 rounded-lg bg-[var(--primary)] text-white text-sm font-medium hover:opacity-90"
-          >
-            <Plus size={16} />
-            {t("balance.overview.newSnapshot")}
-          </Link>
-        </div>
-      </div>
-
-      {summary?.isStale && (
-        <div className="mt-4 flex items-start gap-2 p-3 rounded-lg bg-amber-500/10 text-amber-700 dark:text-amber-400 border border-amber-500/30 text-sm">
-          <AlertTriangle size={16} className="mt-0.5 shrink-0" />
-          <span>
-            {t("balance.overview.staleWarning", { days: summary.ageDays })}
-          </span>
-        </div>
-      )}
-    </div>
-  );
-}

src/components/layout/Sidebar.tsx

@@ -8,7 +8,6 @@ import {
   SlidersHorizontal,
   PiggyBank,
   BarChart3,
-  Wallet,
   Settings,
   Languages,
   Moon,
@@ -26,7 +25,6 @@ const iconMap: Record<string, React.ComponentType<{ size?: number }>> = {
   SlidersHorizontal,
   PiggyBank,
   BarChart3,
-  Wallet,
   Settings,
 };
 

src/hooks/useBalanceOverview.test.ts

@@ -1,39 +0,0 @@
-import { describe, it, expect } from "vitest";
-import { computeBalanceDateRange } from "./useBalanceOverview";
-
-const FIXED_TODAY = new Date(2026, 3, 25); // local 2026-04-25
-
-describe("computeBalanceDateRange", () => {
-  it("returns an empty range for 'all'", () => {
-    expect(computeBalanceDateRange("all", FIXED_TODAY)).toEqual({});
-  });
-
-  it("subtracts 90 days for 3M and emits a from-only range", () => {
-    const r = computeBalanceDateRange("3M", FIXED_TODAY);
-    expect(r.to).toBeUndefined();
-    expect(r.from).toBe("2026-01-25");
-  });
-
-  it("subtracts 180 days for 6M", () => {
-    const r = computeBalanceDateRange("6M", FIXED_TODAY);
-    expect(r.from).toBe("2025-10-27");
-  });
-
-  it("subtracts 365 days for 1A", () => {
-    const r = computeBalanceDateRange("1A", FIXED_TODAY);
-    expect(r.from).toBe("2025-04-25");
-  });
-
-  it("subtracts 1095 days for 3A", () => {
-    const r = computeBalanceDateRange("3A", FIXED_TODAY);
-    expect(r.from).toBe("2023-04-26");
-  });
-
-  it("emits ISO-8601 zero-padded month/day", () => {
-    // 2026-01-05 → 3M → 2025-10-07; both fields zero-padded.
-    const today = new Date(2026, 0, 5);
-    const r = computeBalanceDateRange("3M", today);
-    expect(r.from).toMatch(/^\d{4}-\d{2}-\d{2}$/);
-    expect(r.from).toBe("2025-10-07");
-  });
-});

src/hooks/useBalanceOverview.ts

@@ -1,168 +0,0 @@
-// useBalanceOverview — scoped useReducer hook backing BalancePage.
-//
-// Domain coverage (per spec-plan-bilan.md v2 / Issue #141):
-//   - Time-series for the evolution chart (totals + per-category breakdown)
-//   - Per-account latest snapshot value + period-anchor value (for Δ%)
-//   - Period selector (3M / 6M / 1A / 3A / Tout)
-//   - Chart mode toggle (line / stacked-area)
-//
-// Returns are intentionally OUT of scope here — they ship in Issue #142
-// (Modified Dietz). The accounts table reserves columns for the return
-// metrics with TODO comments.
-
-import { useReducer, useEffect, useCallback } from "react";
-import {
-  getSnapshotTotalsByDate,
-  getSnapshotTotalsByCategoryAndDate,
-  getAccountsLatestSnapshot,
-  getAccountsPeriodAnchor,
-  type SnapshotTotalPoint,
-  type SnapshotCategoryBreakdownPoint,
-  type AccountLatestSnapshot,
-  type AccountPeriodAnchor,
-  type SnapshotDateRange,
-} from "../services/balance.service";
-
-export type BalancePeriod = "3M" | "6M" | "1A" | "3A" | "all";
-export type BalanceChartMode = "line" | "stacked";
-
-interface State {
-  period: BalancePeriod;
-  chartMode: BalanceChartMode;
-  evolutionTotals: SnapshotTotalPoint[];
-  evolutionByCategory: SnapshotCategoryBreakdownPoint[];
-  accountsLatest: AccountLatestSnapshot[];
-  accountsPeriodAnchor: AccountPeriodAnchor[];
-  isLoading: boolean;
-  error: string | null;
-}
-
-type Action =
-  | { type: "SET_PERIOD"; payload: BalancePeriod }
-  | { type: "SET_CHART_MODE"; payload: BalanceChartMode }
-  | { type: "LOAD_START" }
-  | {
-      type: "LOAD_SUCCESS";
-      payload: {
-        evolutionTotals: SnapshotTotalPoint[];
-        evolutionByCategory: SnapshotCategoryBreakdownPoint[];
-        accountsLatest: AccountLatestSnapshot[];
-        accountsPeriodAnchor: AccountPeriodAnchor[];
-      };
-    }
-  | { type: "LOAD_ERROR"; payload: string };
-
-function initialState(): State {
-  return {
-    period: "1A",
-    chartMode: "line",
-    evolutionTotals: [],
-    evolutionByCategory: [],
-    accountsLatest: [],
-    accountsPeriodAnchor: [],
-    isLoading: false,
-    error: null,
-  };
-}
-
-function reducer(state: State, action: Action): State {
-  switch (action.type) {
-    case "SET_PERIOD":
-      return { ...state, period: action.payload };
-    case "SET_CHART_MODE":
-      return { ...state, chartMode: action.payload };
-    case "LOAD_START":
-      return { ...state, isLoading: true, error: null };
-    case "LOAD_SUCCESS":
-      return {
-        ...state,
-        ...action.payload,
-        isLoading: false,
-        error: null,
-      };
-    case "LOAD_ERROR":
-      return { ...state, isLoading: false, error: action.payload };
-    default:
-      return state;
-  }
-}
-
-/**
- * Pure helper: turn a `BalancePeriod` into a `SnapshotDateRange` anchored on
- * the supplied `today` (defaults to now). Exported so the unit tests can
- * exercise the date math without mocking time.
- *
- * Period anchor decision (decisions-log #141): we anchor on `today`, not on
- * the latest snapshot. Aggregators read snapshot rows so the answer is
- * identical either way, but anchoring on today keeps the chart's right edge
- * stable as the user enters new snapshots — intuitive UX.
- */
-export function computeBalanceDateRange(
-  period: BalancePeriod,
-  today: Date = new Date()
-): SnapshotDateRange {
-  if (period === "all") return {};
-  const days =
-    period === "3M" ? 90 : period === "6M" ? 180 : period === "1A" ? 365 : 1095;
-  const from = new Date(today);
-  from.setDate(from.getDate() - days);
-  // Local-civil `YYYY-MM-DD` (matches normalizeSnapshotDate's expectations).
-  const yyyy = from.getFullYear();
-  const mm = String(from.getMonth() + 1).padStart(2, "0");
-  const dd = String(from.getDate()).padStart(2, "0");
-  return { from: `${yyyy}-${mm}-${dd}` };
-}
-
-export interface UseBalanceOverviewResult {
-  state: State;
-  setPeriod: (period: BalancePeriod) => void;
-  setChartMode: (mode: BalanceChartMode) => void;
-  reload: () => Promise<void>;
-}
-
-export function useBalanceOverview(): UseBalanceOverviewResult {
-  const [state, dispatch] = useReducer(reducer, undefined, initialState);
-
-  const load = useCallback(async (period: BalancePeriod) => {
-    dispatch({ type: "LOAD_START" });
-    try {
-      const range = computeBalanceDateRange(period);
-      // Parallel fetches — no inter-dependency between the four queries.
-      const [totals, byCategory, latest, anchors] = await Promise.all([
-        getSnapshotTotalsByDate(range),
-        getSnapshotTotalsByCategoryAndDate(range),
-        getAccountsLatestSnapshot(),
-        getAccountsPeriodAnchor(range),
-      ]);
-      dispatch({
-        type: "LOAD_SUCCESS",
-        payload: {
-          evolutionTotals: totals,
-          evolutionByCategory: byCategory,
-          accountsLatest: latest,
-          accountsPeriodAnchor: anchors,
-        },
-      });
-    } catch (err) {
-      const message = err instanceof Error ? err.message : String(err);
-      dispatch({ type: "LOAD_ERROR", payload: message });
-    }
-  }, []);
-
-  // Reload whenever the period changes (and on mount).
-  useEffect(() => {
-    void load(state.period);
-  }, [state.period, load]);
-
-  const setPeriod = useCallback((period: BalancePeriod) => {
-    dispatch({ type: "SET_PERIOD", payload: period });
-  }, []);
-
-  const setChartMode = useCallback((mode: BalanceChartMode) => {
-    dispatch({ type: "SET_CHART_MODE", payload: mode });
-  }, []);
-
-  const reload = useCallback(() => load(state.period), [load, state.period]);
-
-  return { state, setPeriod, setChartMode, reload };
-}

src/i18n/locales/en.json

@@ -15,7 +15,6 @@
     "adjustments": "Adjustments",
     "budget": "Budget",
     "reports": "Reports",
-    "balance": "Balance sheet",
     "settings": "Settings"
   },
   "dashboard": {
@@ -1453,39 +1452,6 @@
     }
   },
   "balance": {
-    "overview": {
-      "title": "Balance sheet",
-      "latestTotal": "Current net worth",
-      "asOf": "as of {{date}}",
-      "noSnapshots": "No snapshot yet. Create one to start tracking your balance over time.",
-      "vsPrevious": "vs previous",
-      "newSnapshot": "New snapshot",
-      "staleWarning": "The latest snapshot is more than {{days}} days old. Consider updating it to keep your balance accurate.",
-      "latestValue": "Latest value",
-      "periodDelta": "Δ% over period",
-      "noAccounts": "No active accounts. Create a balance account to get started.",
-      "accountsTitle": "Accounts",
-      "detailAction": "Details",
-      "detailComingSoon": "Available in a future release."
-    },
-    "period": {
-      "legend": "Analysis period",
-      "3M": "3 months",
-      "6M": "6 months",
-      "1A": "1 year",
-      "3A": "3 years",
-      "all": "All"
-    },
-    "chart": {
-      "empty": "No snapshot for this period.",
-      "modeLegend": "Chart display mode",
-      "totalSeriesLabel": "Total",
-      "mode": {
-        "line": "Line",
-        "stacked": "Stacked by category"
-      }
-    },
-    "sidebar": "Balance sheet",
     "accountsPage": {
       "title": "Balance accounts",
       "tabs": {

src/i18n/locales/fr.json

@@ -15,7 +15,6 @@
     "adjustments": "Ajustements",
     "budget": "Budget",
     "reports": "Rapports",
-    "balance": "Bilan",
     "settings": "Paramètres"
   },
   "dashboard": {
@@ -1453,39 +1452,6 @@
     }
   },
   "balance": {
-    "overview": {
-      "title": "Bilan",
-      "latestTotal": "Valeur nette actuelle",
-      "asOf": "au {{date}}",
-      "noSnapshots": "Aucun snapshot pour l'instant. Créez-en un pour suivre l'évolution de votre bilan.",
-      "vsPrevious": "vs précédent",
-      "newSnapshot": "Nouveau snapshot",
-      "staleWarning": "Le dernier snapshot date de plus de {{days}} jours. Pensez à le mettre à jour pour suivre fidèlement l'évolution de votre bilan.",
-      "latestValue": "Dernière valeur",
-      "periodDelta": "Δ% sur la période",
-      "noAccounts": "Aucun compte actif. Commencez par créer un compte de bilan.",
-      "accountsTitle": "Comptes",
-      "detailAction": "Détail",
-      "detailComingSoon": "Disponible dans une prochaine version."
-    },
-    "period": {
-      "legend": "Période d'analyse",
-      "3M": "3 mois",
-      "6M": "6 mois",
-      "1A": "1 an",
-      "3A": "3 ans",
-      "all": "Tout"
-    },
-    "chart": {
-      "empty": "Aucun snapshot pour cette période.",
-      "modeLegend": "Mode d'affichage du graphique",
-      "totalSeriesLabel": "Total",
-      "mode": {
-        "line": "Ligne",
-        "stacked": "Empilé par catégorie"
-      }
-    },
-    "sidebar": "Bilan",
     "accountsPage": {
       "title": "Comptes du bilan",
       "tabs": {

src/pages/BalancePage.tsx

@@ -1,141 +0,0 @@
-// BalancePage — overview of net worth at `/balance`.
-//
-// Issue #141 (Bilan #3). Composes:
-//   - BalanceOverviewCard (latest total + Δ% + staleness warning + new-snapshot CTA)
-//   - Period selector (3M / 6M / 1A / 3A / Tout)
-//   - Chart-mode toggle (Line / Stacked-by-category)
-//   - BalanceEvolutionChart
-//   - BalanceAccountsTable (one row per active account with latest value + Δ%)
-//
-// All data flows through `useBalanceOverview` (scoped useReducer). Returns
-// (Modified Dietz) are deferred to Issue #142 — the accounts table reserves
-// columns with a TODO comment.
-
-import { useMemo } from "react";
-import { useTranslation } from "react-i18next";
-import { Wallet } from "lucide-react";
-import {
-  useBalanceOverview,
-  type BalancePeriod,
-  type BalanceChartMode,
-} from "../hooks/useBalanceOverview";
-import { archiveBalanceAccount } from "../services/balance.service";
-import BalanceOverviewCard from "../components/balance/BalanceOverviewCard";
-import BalanceEvolutionChart from "../components/balance/BalanceEvolutionChart";
-import BalanceAccountsTable from "../components/balance/BalanceAccountsTable";
-
-const PERIOD_OPTIONS: BalancePeriod[] = ["3M", "6M", "1A", "3A", "all"];
-
-export default function BalancePage() {
-  const { t } = useTranslation();
-  const { state, setPeriod, setChartMode, reload } = useBalanceOverview();
-
-  // Build a category_key → translated label map from the accounts payload —
-  // the byCategory series is keyed by `key`, not by id, and the same
-  // taxonomy is already loaded with `accountsLatest` joins.
-  const categoryLabels = useMemo(() => {
-    const m: Record<string, string> = {};
-    for (const a of state.accountsLatest) {
-      if (!m[a.category_key]) {
-        m[a.category_key] = t(a.category_i18n_key, {
-          defaultValue: a.category_key,
-        });
-      }
-    }
-    return m;
-  }, [state.accountsLatest, t]);
-
-  const handleArchiveAccount = async (accountId: number) => {
-    try {
-      await archiveBalanceAccount(accountId);
-      await reload();
-    } catch {
-      // Reload swallows; the row simply stays. UX feedback can be added later.
-    }
-  };
-
-  return (
-    <div className={state.isLoading ? "opacity-60 pointer-events-none" : ""}>
-      <div className="flex items-center gap-3 mb-6">
-        <Wallet size={24} className="text-[var(--primary)]" />
-        <h1 className="text-2xl font-bold">{t("balance.overview.title")}</h1>
-      </div>
-
-      {state.error && (
-        <div className="mb-4 p-3 rounded-lg bg-[var(--negative)]/10 text-[var(--negative)] text-sm border border-[var(--negative)]/20">
-          {state.error}
-        </div>
-      )}
-
-      <div className="space-y-6">
-        <BalanceOverviewCard totals={state.evolutionTotals} />
-
-        <div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3">
-          {/* Period selector */}
-          <div
-            role="group"
-            aria-label={t("balance.period.legend")}
-            className="inline-flex rounded-lg border border-[var(--border)] overflow-hidden"
-          >
-            {PERIOD_OPTIONS.map((p) => (
-              <button
-                key={p}
-                type="button"
-                onClick={() => setPeriod(p)}
-                className={`px-3 py-1.5 text-sm font-medium ${
-                  state.period === p
-                    ? "bg-[var(--primary)] text-white"
-                    : "bg-[var(--card)] text-[var(--foreground)] hover:bg-[var(--muted)]/40"
-                }`}
-                aria-pressed={state.period === p}
-              >
-                {t(`balance.period.${p}`)}
-              </button>
-            ))}
-          </div>
-
-          {/* Chart mode toggle */}
-          <div
-            role="group"
-            aria-label={t("balance.chart.modeLegend")}
-            className="inline-flex rounded-lg border border-[var(--border)] overflow-hidden"
-          >
-            {(["line", "stacked"] as BalanceChartMode[]).map((mode) => (
-              <button
-                key={mode}
-                type="button"
-                onClick={() => setChartMode(mode)}
-                className={`px-3 py-1.5 text-sm font-medium ${
-                  state.chartMode === mode
-                    ? "bg-[var(--primary)] text-white"
-                    : "bg-[var(--card)] text-[var(--foreground)] hover:bg-[var(--muted)]/40"
-                }`}
-                aria-pressed={state.chartMode === mode}
-              >
-                {t(`balance.chart.mode.${mode}`)}
-              </button>
-            ))}
-          </div>
-        </div>
-
-        <BalanceEvolutionChart
-          mode={state.chartMode}
-          totals={state.evolutionTotals}
-          byCategory={state.evolutionByCategory}
-          categoryLabels={categoryLabels}
-        />
-
-        <div>
-          <h2 className="text-lg font-semibold mb-3">
-            {t("balance.overview.accountsTitle")}
-          </h2>
-          <BalanceAccountsTable
-            accounts={state.accountsLatest}
-            periodAnchor={state.accountsPeriodAnchor}
-            onArchiveAccount={(acc) => handleArchiveAccount(acc.account_id)}
-          />
-        </div>
-      </div>
-    </div>
-  );
-}

src/services/balance.service.test.ts

@@ -26,10 +26,6 @@ import {
   validateLineKindInvariants,
   PRICED_VALUE_TOLERANCE,
   BalanceServiceError,
-  getSnapshotTotalsByDate,
-  getSnapshotTotalsByCategoryAndDate,
-  getAccountsLatestSnapshot,
-  getAccountsPeriodAnchor,
 } from "./balance.service";
 
 const mockSelect = vi.fn();
@@ -805,172 +801,3 @@ describe("upsertSnapshotLines — priced kind", () => {
     expect(mockExecute.mock.calls[2][1]).toEqual([5, 7, 10, 50, 500]);
   });
 });
-
-// -----------------------------------------------------------------------------
-// Time-series aggregators (Issue #141 / Bilan #3)
-// -----------------------------------------------------------------------------
-
-describe("getSnapshotTotalsByDate", () => {
-  it("returns an empty array on an empty DB", async () => {
-    mockSelect.mockResolvedValueOnce([]);
-    expect(await getSnapshotTotalsByDate()).toEqual([]);
-  });
-
-  it("aggregates SUM(value) and orders ASC by snapshot_date", async () => {
-    mockSelect.mockResolvedValueOnce([
-      { snapshot_date: "2026-01-31", total: 1000 },
-      { snapshot_date: "2026-02-28", total: 1100 },
-      { snapshot_date: "2026-03-31", total: 1250 },
-    ]);
-    const out = await getSnapshotTotalsByDate();
-    expect(out).toEqual([
-      { snapshot_date: "2026-01-31", total: 1000 },
-      { snapshot_date: "2026-02-28", total: 1100 },
-      { snapshot_date: "2026-03-31", total: 1250 },
-    ]);
-    const sql = mockSelect.mock.calls[0][0] as string;
-    expect(sql).toContain("FROM balance_snapshots");
-    expect(sql).toContain("LEFT JOIN balance_snapshot_lines");
-    expect(sql).toContain("GROUP BY s.snapshot_date");
-    expect(sql).toContain("ORDER BY s.snapshot_date ASC");
-    // Empty range → no WHERE clause + no params
-    expect(sql).not.toContain("WHERE");
-    expect(mockSelect.mock.calls[0][1]).toEqual([]);
-  });
-
-  it("applies an inclusive [from, to] date range filter", async () => {
-    mockSelect.mockResolvedValueOnce([]);
-    await getSnapshotTotalsByDate({ from: "2026-01-01", to: "2026-03-31" });
-    const sql = mockSelect.mock.calls[0][0] as string;
-    expect(sql).toContain("WHERE");
-    expect(sql).toContain("s.snapshot_date >=");
-    expect(sql).toContain("s.snapshot_date <=");
-    expect(mockSelect.mock.calls[0][1]).toEqual(["2026-01-01", "2026-03-31"]);
-  });
-
-  it("supports an open-ended `from` only", async () => {
-    mockSelect.mockResolvedValueOnce([]);
-    await getSnapshotTotalsByDate({ from: "2026-01-01" });
-    const sql = mockSelect.mock.calls[0][0] as string;
-    expect(sql).toContain("s.snapshot_date >=");
-    expect(sql).not.toContain("s.snapshot_date <=");
-    expect(mockSelect.mock.calls[0][1]).toEqual(["2026-01-01"]);
-  });
-});
-
-describe("getSnapshotTotalsByCategoryAndDate", () => {
-  it("returns [] on empty DB", async () => {
-    mockSelect.mockResolvedValueOnce([]);
-    expect(await getSnapshotTotalsByCategoryAndDate()).toEqual([]);
-  });
-
-  it("buckets multiple category rows under the same snapshot_date", async () => {
-    mockSelect.mockResolvedValueOnce([
-      { snapshot_date: "2026-01-31", category_key: "cash", total: 500 },
-      { snapshot_date: "2026-01-31", category_key: "tfsa", total: 1500 },
-      { snapshot_date: "2026-02-28", category_key: "cash", total: 700 },
-      { snapshot_date: "2026-02-28", category_key: "tfsa", total: 1700 },
-    ]);
-    const out = await getSnapshotTotalsByCategoryAndDate();
-    expect(out).toEqual([
-      {
-        snapshot_date: "2026-01-31",
-        byCategory: { cash: 500, tfsa: 1500 },
-      },
-      {
-        snapshot_date: "2026-02-28",
-        byCategory: { cash: 700, tfsa: 1700 },
-      },
-    ]);
-    const sql = mockSelect.mock.calls[0][0] as string;
-    expect(sql).toContain("INNER JOIN balance_snapshot_lines");
-    expect(sql).toContain("INNER JOIN balance_accounts");
-    expect(sql).toContain("INNER JOIN balance_categories");
-    expect(sql).toContain("GROUP BY s.snapshot_date, c.key");
-  });
-
-  it("applies date range params when supplied", async () => {
-    mockSelect.mockResolvedValueOnce([]);
-    await getSnapshotTotalsByCategoryAndDate({
-      from: "2026-01-01",
-      to: "2026-12-31",
-    });
-    const sql = mockSelect.mock.calls[0][0] as string;
-    expect(sql).toContain("WHERE");
-    expect(mockSelect.mock.calls[0][1]).toEqual(["2026-01-01", "2026-12-31"]);
-  });
-});
-
-describe("getAccountsLatestSnapshot", () => {
-  it("returns [] when there are no active accounts", async () => {
-    mockSelect.mockResolvedValueOnce([]);
-    expect(await getAccountsLatestSnapshot()).toEqual([]);
-  });
-
-  it("returns one row per active account joined with category metadata", async () => {
-    mockSelect.mockResolvedValueOnce([
-      {
-        account_id: 1,
-        account_name: "BMO chequing",
-        symbol: null,
-        balance_category_id: 10,
-        category_key: "cash",
-        category_i18n_key: "balance.category.cash",
-        category_kind: "simple",
-        latest_snapshot_date: "2026-03-31",
-        latest_value: 1234.56,
-      },
-      {
-        account_id: 2,
-        account_name: "Wealthsimple TFSA",
-        symbol: null,
-        balance_category_id: 11,
-        category_key: "tfsa",
-        category_i18n_key: "balance.category.tfsa",
-        category_kind: "simple",
-        latest_snapshot_date: null,
-        latest_value: null,
-      },
-    ]);
-    const out = await getAccountsLatestSnapshot();
-    expect(out).toHaveLength(2);
-    expect(out[0].latest_value).toBe(1234.56);
-    expect(out[1].latest_value).toBeNull();
-    const sql = mockSelect.mock.calls[0][0] as string;
-    // Filter: only active, non-archived accounts.
-    expect(sql).toContain("a.is_active = 1");
-    expect(sql).toContain("a.archived_at IS NULL");
-    // LEFT JOIN-equivalent: scalar subquery so accounts with no lines still surface.
-    expect(sql).toContain("ORDER BY s.snapshot_date DESC");
-    expect(sql).toContain("LIMIT 1");
-  });
-});
-
-describe("getAccountsPeriodAnchor", () => {
-  it("queries with a from-only filter", async () => {
-    mockSelect.mockResolvedValueOnce([
-      { account_id: 1, anchor_snapshot_date: "2026-01-31", anchor_value: 1000 },
-    ]);
-    const rows = await getAccountsPeriodAnchor({ from: "2026-01-01" });
-    expect(rows).toHaveLength(1);
-    expect(rows[0].anchor_value).toBe(1000);
-    const sql = mockSelect.mock.calls[0][0] as string;
-    expect(sql).toContain("MIN(s.snapshot_date)");
-    expect(sql).toContain("GROUP BY l.account_id");
-    expect(mockSelect.mock.calls[0][1]).toEqual(["2026-01-01"]);
-  });
-
-  it("queries with both from and to", async () => {
-    mockSelect.mockResolvedValueOnce([]);
-    await getAccountsPeriodAnchor({ from: "2026-01-01", to: "2026-12-31" });
-    expect(mockSelect.mock.calls[0][1]).toEqual(["2026-01-01", "2026-12-31"]);
-  });
-
-  it("works with an empty range (open-ended)", async () => {
-    mockSelect.mockResolvedValueOnce([]);
-    await getAccountsPeriodAnchor({});
-    const sql = mockSelect.mock.calls[0][0] as string;
-    // No WHERE clause when neither bound is set.
-    expect(sql).not.toMatch(/WHERE\s+s\.snapshot_date/);
-  });
-});

src/services/balance.service.ts

@@ -731,227 +731,3 @@ export async function getPreviousSnapshot(
   );
   return rows[0] ?? null;
 }
-
-// -----------------------------------------------------------------------------
-// Time-series aggregators (Issue #141 / Bilan #3) — used by BalancePage.
-// -----------------------------------------------------------------------------
-
-/**
- * Optional [from, to] range filter expressed in ISO `YYYY-MM-DD` format.
- * Both endpoints are inclusive. `from` and `to` may each be omitted to leave
- * that side unbounded.
- */
-export interface SnapshotDateRange {
-  from?: string;
-  to?: string;
-}
-
-/** Aggregated total at a given snapshot date. */
-export interface SnapshotTotalPoint {
-  snapshot_date: string;
-  total: number;
-}
-
-function buildDateRangeClause(
-  range: SnapshotDateRange | undefined,
-  baseAlias: string
-): { clause: string; params: unknown[] } {
-  if (!range || (!range.from && !range.to)) {
-    return { clause: "", params: [] };
-  }
-  const parts: string[] = [];
-  const params: unknown[] = [];
-  if (range.from) {
-    const from = normalizeSnapshotDate(range.from);
-    parts.push(`${baseAlias}.snapshot_date >= $${params.length + 1}`);
-    params.push(from);
-  }
-  if (range.to) {
-    const to = normalizeSnapshotDate(range.to);
-    parts.push(`${baseAlias}.snapshot_date <= $${params.length + 1}`);
-    params.push(to);
-  }
-  return { clause: `WHERE ${parts.join(" AND ")}`, params };
-}
-
-/**
- * Returns the aggregated total value of every snapshot, sorted by date ASC.
- * Used by the line variant of the evolution chart on `/balance`.
- *
- * The aggregation is `SUM(value) GROUP BY snapshot_date` — every account
- * contributing to the snapshot is summed in. Snapshots with no lines
- * collapse to a `total = 0` row (preserved so the chart shows continuity).
- */
-export async function getSnapshotTotalsByDate(
-  range?: SnapshotDateRange
-): Promise<SnapshotTotalPoint[]> {
-  const { clause, params } = buildDateRangeClause(range, "s");
-  const db = await getDb();
-  return db.select<SnapshotTotalPoint[]>(
-    `SELECT s.snapshot_date AS snapshot_date,
-            COALESCE(SUM(l.value), 0) AS total
-       FROM balance_snapshots s
-       LEFT JOIN balance_snapshot_lines l ON l.snapshot_id = s.id
-       ${clause}
-       GROUP BY s.snapshot_date
-       ORDER BY s.snapshot_date ASC`,
-    params
-  );
-}
-
-/** Per-snapshot breakdown by category. */
-export interface SnapshotCategoryBreakdownPoint {
-  snapshot_date: string;
-  byCategory: Record<string, number>;
-}
-
-interface RawCategoryBreakdownRow {
-  snapshot_date: string;
-  category_key: string;
-  total: number;
-}
-
-/**
- * Returns per-snapshot totals broken down by `balance_categories.key`,
- * sorted by date ASC. Used by the stacked-area variant of the evolution
- * chart. Categories with no value at a given date are omitted from the
- * `byCategory` map (chart consumers should treat absent keys as zero).
- *
- * Lines whose joined account points to no category are skipped — that
- * shouldn't happen given FK RESTRICT but the JOIN is defensive.
- */
-export async function getSnapshotTotalsByCategoryAndDate(
-  range?: SnapshotDateRange
-): Promise<SnapshotCategoryBreakdownPoint[]> {
-  const { clause, params } = buildDateRangeClause(range, "s");
-  const db = await getDb();
-  const rows = await db.select<RawCategoryBreakdownRow[]>(
-    `SELECT s.snapshot_date AS snapshot_date,
-            c.key AS category_key,
-            COALESCE(SUM(l.value), 0) AS total
-       FROM balance_snapshots s
-       INNER JOIN balance_snapshot_lines l ON l.snapshot_id = s.id
-       INNER JOIN balance_accounts a ON a.id = l.account_id
-       INNER JOIN balance_categories c ON c.id = a.balance_category_id
-       ${clause}
-       GROUP BY s.snapshot_date, c.key
-       ORDER BY s.snapshot_date ASC, c.key ASC`,
-    params
-  );
-  // Bucket rows by snapshot_date — many rows per date, one per category.
-  const out: SnapshotCategoryBreakdownPoint[] = [];
-  let current: SnapshotCategoryBreakdownPoint | null = null;
-  for (const r of rows) {
-    if (!current || current.snapshot_date !== r.snapshot_date) {
-      current = { snapshot_date: r.snapshot_date, byCategory: {} };
-      out.push(current);
-    }
-    current.byCategory[r.category_key] = r.total;
-  }
-  return out;
-}
-
-/** Latest-snapshot value per active account (Issue #141). */
-export interface AccountLatestSnapshot {
-  account_id: number;
-  account_name: string;
-  symbol: string | null;
-  balance_category_id: number;
-  category_key: string;
-  category_i18n_key: string;
-  category_kind: BalanceCategoryKind;
-  /** Date of the snapshot whose value is reported, or null if no snapshot exists. */
-  latest_snapshot_date: string | null;
-  /** Value at that snapshot, or null if the account has no snapshot lines. */
-  latest_value: number | null;
-}
-
-/**
- * Returns one row per active (non-archived) account with the value of its
- * most-recent snapshot line. Accounts with no snapshot rows yet still
- * appear, with `latest_value = null`. Used by the accounts table on
- * `/balance` (#141) and as a building block for the period Δ% column.
- *
- * Implementation: a correlated subquery picks the line with the largest
- * `s.snapshot_date` for each account — SQLite handles this fine on the
- * indexed `balance_snapshots.snapshot_date` and `balance_snapshot_lines.account_id`.
- */
-export async function getAccountsLatestSnapshot(): Promise<
-  AccountLatestSnapshot[]
-> {
-  const db = await getDb();
-  return db.select<AccountLatestSnapshot[]>(
-    `SELECT a.id AS account_id,
-            a.name AS account_name,
-            a.symbol AS symbol,
-            a.balance_category_id AS balance_category_id,
-            c.key AS category_key,
-            c.i18n_key AS category_i18n_key,
-            c.kind AS category_kind,
-            (SELECT s.snapshot_date
-               FROM balance_snapshot_lines l
-               JOIN balance_snapshots s ON s.id = l.snapshot_id
-               WHERE l.account_id = a.id
-               ORDER BY s.snapshot_date DESC
-               LIMIT 1) AS latest_snapshot_date,
-            (SELECT l.value
-               FROM balance_snapshot_lines l
-               JOIN balance_snapshots s ON s.id = l.snapshot_id
-               WHERE l.account_id = a.id
-               ORDER BY s.snapshot_date DESC
-               LIMIT 1) AS latest_value
-       FROM balance_accounts a
-       INNER JOIN balance_categories c ON c.id = a.balance_category_id
-       WHERE a.is_active = 1 AND a.archived_at IS NULL
-       ORDER BY c.sort_order, a.name`
-  );
-}
-
-/**
- * Returns the value at the earliest snapshot for each account whose
- * `snapshot_date` is `>= range.from` (and `<= range.to` when set), so the
- * accounts table can compute a per-account Δ% over the selected period.
- *
- * Returns one row per account with a snapshot in range. Accounts without
- * any snapshot in the period are omitted — callers default their Δ% to
- * `null` (rendered as "—").
- */
-export interface AccountPeriodAnchor {
-  account_id: number;
-  anchor_snapshot_date: string;
-  anchor_value: number;
-}
-
-export async function getAccountsPeriodAnchor(
-  range: SnapshotDateRange
-): Promise<AccountPeriodAnchor[]> {
-  // For each account, find the earliest snapshot_date >= range.from (and
-  // <= range.to when set), then read that line's value.
-  const params: unknown[] = [];
-  const conditions: string[] = [];
-  if (range.from) {
-    conditions.push(`s.snapshot_date >= $${params.length + 1}`);
-    params.push(normalizeSnapshotDate(range.from));
-  }
-  if (range.to) {
-    conditions.push(`s.snapshot_date <= $${params.length + 1}`);
-    params.push(normalizeSnapshotDate(range.to));
-  }
-  const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
-  const db = await getDb();
-  return db.select<AccountPeriodAnchor[]>(
-    `SELECT l.account_id AS account_id,
-            MIN(s.snapshot_date) AS anchor_snapshot_date,
-            (SELECT l2.value
-               FROM balance_snapshot_lines l2
-               JOIN balance_snapshots s2 ON s2.id = l2.snapshot_id
-               WHERE l2.account_id = l.account_id
-                 AND s2.snapshot_date = MIN(s.snapshot_date)
-               LIMIT 1) AS anchor_value
-       FROM balance_snapshot_lines l
-       JOIN balance_snapshots s ON s.id = l.snapshot_id
-       ${where}
-       GROUP BY l.account_id`,
-    params
-  );
-}

src/shared/constants/index.ts

@@ -46,12 +46,6 @@ export const NAV_ITEMS: NavItem[] = [
     icon: "BarChart3",
     labelKey: "nav.reports",
   },
-  {
-    key: "balance",
-    path: "/balance",
-    icon: "Wallet",
-    labelKey: "nav.balance",
-  },
   {
     key: "settings",
     path: "/settings",