CHANGELOG.fr.md

@@ -18,7 +18,6 @@
 - Bilan : la sauvegarde d'un snapshot utilise désormais une transaction atomique BEGIN/COMMIT et valide toutes les lignes avant toute écriture en BDD, empêchant les snapshots orphelins lorsque la validation échoue. La migration v11 nettoie les orphelins existants (#176).
 - Bilan : le sélecteur de date sur `/balance/snapshot` se ferme maintenant après la sélection sur Linux (WebKitGTK) au lieu de rester ouvert jusqu'à ce que l'utilisateur appuie sur Échap. Le contournement appelle `blur()` sur le champ après chaque changement — sans effet sur Windows WebView2 / macOS WKWebView, où le sélecteur se ferme déjà automatiquement (#177).
 - Mise à jour de la dépendance `postcss` (8.5.6 → 8.5.13) pour corriger l'avis de sécurité de sévérité modérée GHSA-qx2v-qp2m-jg93 (XSS via `</style>` non échappé dans le stringifier CSS). Transitive via vite, build-time uniquement — aucun impact runtime sur le binaire Tauri livré (#180).
-- Bilan : nettoyage post-merge des suggestions issues des reviews des PR #182-#185. Six corrections groupées : (1) `getStarterCollisions` filtre désormais `archived_at IS NULL`, donc recréer un compte starter volontairement archivé n'est plus bloqué ; (2) `proposeStarterAccounts` re-vérifie chaque collision (nom, catégorie) en transaction avant l'INSERT en défense-in-depth (saut silencieux si déjà présent, aucune contrainte UNIQUE ajoutée) ; (3) les nouveaux profils reçoivent désormais `balance_starter_proposed` pré-seedé dans `consolidated_schema.sql` pour que le StarterAccountsModal ne s'ouvre jamais brièvement avec uniquement des collisions à la première visite de /balance ; (4) `/balance` cache maintenant le sélecteur de période, le graphique d'évolution et le tableau des comptes tant que la carte d'onboarding vide est affichée (évite trois messages vides empilés) ; (5) `BalanceOnboardingCard.Step` appelle directement `useTranslation()` au lieu de recevoir `t` en prop ; (6) le bloc de doc de la formule Modified Dietz dans `return_calculator.rs` est maintenant entouré d'une fence `text` pour que `cargo test --doc` n'essaie plus de compiler la pseudo-math comme du Rust (#187).
 
 ## [0.9.0] - 2026-04-29
 

CHANGELOG.md

@@ -18,7 +18,6 @@
 - Bilan: snapshot save now uses atomic BEGIN/COMMIT and validates all lines before any DB write, preventing orphan snapshot rows when validation fails. Migration v11 cleans existing orphans (#176).
 - Bilan: snapshot date picker on `/balance/snapshot` now closes after a date is selected on Linux (WebKitGTK), instead of staying open until the user pressed Esc. Workaround calls `blur()` on the input after each change — no-op on Windows WebView2 / macOS WKWebView, where the picker already auto-closes (#177).
 - Updated `postcss` dependency (8.5.6 → 8.5.13) to address moderate severity advisory GHSA-qx2v-qp2m-jg93 (XSS via unescaped `</style>` in CSS stringifier). Transitive via vite, build-time only — no runtime impact on the shipped Tauri binary (#180).
-- Bilan: post-merge cleanup of suggestions raised in the #182-#185 reviews. Six fixes bundled: (1) `getStarterCollisions` now filters `archived_at IS NULL` so re-creating a voluntarily archived starter is no longer blocked; (2) `proposeStarterAccounts` re-checks each (name, category) collision in-transaction before INSERT as defense-in-depth (skips silently on hit, no UNIQUE constraint added); (3) brand-new profiles now get `balance_starter_proposed` pre-seeded in `consolidated_schema.sql` so the StarterAccountsModal never briefly opens with all-collisions on first /balance visit; (4) `/balance` now hides the period selector, evolution chart and accounts table while the empty-state onboarding card is shown (avoids three stacked empty messages); (5) `BalanceOnboardingCard.Step` now calls `useTranslation()` directly instead of receiving `t` as a prop; (6) `return_calculator.rs` Modified Dietz formula doc block is wrapped in a `text` fence so `cargo test --doc` no longer fails to compile pseudo-math as Rust (#187).
 
 ## [0.9.0] - 2026-04-29
 

src-tauri/src/commands/return_calculator.rs

@@ -9,9 +9,7 @@
 //!
 //! Modified Dietz formula:
 //!
-//! ```text
+//!     R = (V_end - V_start - sum(CF_i)) / (V_start + sum(W_i * CF_i))
-//! R = (V_end - V_start - sum(CF_i)) / (V_start + sum(W_i * CF_i))
-//! ```
 //!
 //! where `W_i = (T - t_i) / T`, `T = period_days`, `t_i = days from period_start
 //! to flow date`. A flow on day 0 is fully invested for the whole period

src-tauri/src/database/consolidated_schema.sql

@@ -288,12 +288,6 @@ INSERT OR IGNORE INTO user_preferences (key, value) VALUES ('theme', 'light');
 INSERT OR IGNORE INTO user_preferences (key, value) VALUES ('currency', 'EUR');
 INSERT OR IGNORE INTO user_preferences (key, value) VALUES ('date_format', 'DD/MM/YYYY');
 INSERT OR REPLACE INTO user_preferences (key, value) VALUES ('categories_schema_version', 'v1');
--- Suppress StarterAccountsModal on first /balance visit for new profiles
--- (Issue #179). The 4 starter accounts are already seeded above, so the
--- modal would only show 4 collision rows with no actionable choice. Pre-
--- writing the pref skips that briefly-empty UX entirely. Suggestion S1
--- from PR #185 review (#187).
-INSERT OR IGNORE INTO user_preferences (key, value) VALUES ('balance_starter_proposed', '{"shown_at":"seed","accepted":[]}');
 
 -- ============================================================================
 -- Seed v1 — IPC Statistique Canada-aligned, 3 levels, Canada/Québec

src/components/balance/BalanceOnboardingCard.tsx

@@ -16,6 +16,7 @@
 
 import { useTranslation } from "react-i18next";
 import { Link } from "react-router-dom";
+import type { TFunction } from "i18next";
 import { Wallet, FileText, Check, ArrowRight } from "lucide-react";
 
 interface BalanceOnboardingCardProps {
@@ -80,6 +81,7 @@ export default function BalanceOnboardingCard({
           description={t("balance.onboarding.step1.description")}
           ctaLabel={t("balance.onboarding.step1.cta")}
           ctaHref="/balance/accounts"
+          t={t}
         />
         <Step
           number={2}
@@ -90,6 +92,7 @@ export default function BalanceOnboardingCard({
           ctaLabel={t("balance.onboarding.step2.cta")}
           ctaHref="/balance/snapshot"
           disabledHint={t("balance.onboarding.step2.disabledHint")}
+          t={t}
         />
       </ol>
     </div>
@@ -109,6 +112,7 @@ interface StepProps {
   ctaLabel: string;
   ctaHref: string;
   disabledHint?: string;
+  t: TFunction;
 }
 
 function Step({
@@ -120,8 +124,8 @@ function Step({
   ctaLabel,
   ctaHref,
   disabledHint,
+  t,
 }: StepProps) {
-  const { t } = useTranslation();
   const isDone = state === "done";
   const isActive = state === "active";
   const isDisabled = state === "disabled";

src/components/balance/StarterAccountsModal.test.tsx

@@ -73,13 +73,6 @@ describe("getStarterCollisions", () => {
     expect(result.has("tfsa")).toBe(false);
     expect(result.has("cash")).toBe(false); // name "CELI" != "Compte chèque"
   });
-
-  it("excludes archived accounts via SQL filter", async () => {
-    mockSelect.mockResolvedValueOnce([]);
-    await getStarterCollisions();
-    const sql = mockSelect.mock.calls[0][0];
-    expect(sql).toMatch(/archived_at IS NULL/);
-  });
 });
 
 describe("proposeStarterAccounts", () => {
@@ -92,12 +85,10 @@ describe("proposeStarterAccounts", () => {
   it("inserts selected starters atomically and returns their ids", async () => {
     // BEGIN
     mockExecute.mockResolvedValueOnce({ rowsAffected: 0, lastInsertId: 0 });
-    // For each starter: SELECT category id, SELECT in-txn collision check, INSERT
+    // For each starter: SELECT id FROM balance_categories + INSERT
     mockSelect
-      .mockResolvedValueOnce([{ id: 11 }])      // cash category lookup
+      .mockResolvedValueOnce([{ id: 11 }]) // cash category
-      .mockResolvedValueOnce([{ count: 0 }])    // S3 collision check for cash
+      .mockResolvedValueOnce([{ id: 13 }]); // rrsp category
-      .mockResolvedValueOnce([{ id: 13 }])      // rrsp category lookup
-      .mockResolvedValueOnce([{ count: 0 }]);   // S3 collision check for rrsp
     mockExecute
       .mockResolvedValueOnce({ rowsAffected: 1, lastInsertId: 100 }) // INSERT cash
       .mockResolvedValueOnce({ rowsAffected: 1, lastInsertId: 101 }) // INSERT rrsp
@@ -112,33 +103,9 @@ describe("proposeStarterAccounts", () => {
     expect(sqls.filter((s) => /INSERT INTO balance_accounts/.test(s))).toHaveLength(2);
   });
 
-  it("skips silently when in-txn collision check finds an existing account (S3)", async () => {
-    // BEGIN
-    mockExecute.mockResolvedValueOnce({ rowsAffected: 0, lastInsertId: 0 });
-    // First starter "cash": category lookup succeeds, collision check returns count=1 → skip
-    mockSelect
-      .mockResolvedValueOnce([{ id: 11 }])      // cash category lookup
-      .mockResolvedValueOnce([{ count: 1 }])    // S3 collision: cash already exists
-      // Second starter "rrsp": category lookup + clean collision check
-      .mockResolvedValueOnce([{ id: 13 }])      // rrsp category lookup
-      .mockResolvedValueOnce([{ count: 0 }]);   // rrsp clean
-    mockExecute
-      .mockResolvedValueOnce({ rowsAffected: 1, lastInsertId: 101 }) // INSERT rrsp
-      .mockResolvedValueOnce({ rowsAffected: 0, lastInsertId: 0 });  // COMMIT
-
-    const result = await proposeStarterAccounts(["cash", "rrsp"]);
-    expect(result).toEqual([101]); // only rrsp inserted, cash skipped silently
-
-    const sqls = mockExecute.mock.calls.map((c) => c[0]);
-    expect(sqls.filter((s) => /INSERT INTO balance_accounts/.test(s))).toHaveLength(1);
-    expect(sqls).toContain("COMMIT"); // no rollback — skip is normal flow
-  });
-
   it("rolls back on insert failure", async () => {
     mockExecute.mockResolvedValueOnce({ rowsAffected: 0, lastInsertId: 0 }); // BEGIN
-    mockSelect
+    mockSelect.mockResolvedValueOnce([{ id: 11 }]);
-      .mockResolvedValueOnce([{ id: 11 }])      // cash category
-      .mockResolvedValueOnce([{ count: 0 }]);   // S3 collision check clean
     mockExecute.mockRejectedValueOnce(new Error("disk full"));
     mockExecute.mockResolvedValueOnce({ rowsAffected: 0, lastInsertId: 0 }); // ROLLBACK
 

src/pages/BalancePage.tsx

@@ -58,9 +58,10 @@ export default function BalancePage() {
 
   // Issue #179 — one-shot starter-accounts modal for existing profiles. The
   // pref `balance_starter_proposed` is written once (confirmed or dismissed),
-  // so the modal never re-appears. New profiles get both the 4 starters AND
+  // so the modal never re-appears. New profiles get the 4 starters seeded
-  // the pref pre-seeded via consolidated_schema.sql, so they never hit this
+  // directly via consolidated_schema.sql and never hit this branch (the
-  // branch at all (S1 fix from #187).
+  // first /balance visit will write the pref with accepted=[] silently
+  // since collisions match all 4).
   const [showStarterModal, setShowStarterModal] = useState(false);
   useEffect(() => {
     let cancelled = false;
@@ -173,104 +174,96 @@ export default function BalancePage() {
         </div>
       )}
 
-      {/* Issue #178 — empty-state guard. We probe accountsLatest for ANY
+      <div className="space-y-6">
-          snapshot date so the guard is independent of the active period
+        {(() => {
-          filter (state.period). When empty, we render only the onboarding
+          // Issue #178 — show a 2-step onboarding card while the user has no
-          card — period selector, chart and accounts table would all show
+          // accounts or no snapshots yet. We probe accountsLatest for ANY
-          empty states stacked under it (S2 from #187). */}
+          // snapshot date so the empty-state guard is independent of the
-      {(() => {
+          // active period filter (state.period).
-        const accountsCount = state.accountsLatest.length;
+          const accountsCount = state.accountsLatest.length;
-        const hasAnySnapshot = state.accountsLatest.some(
+          const hasAnySnapshot = state.accountsLatest.some(
-          (a) => a.latest_snapshot_date != null
+            (a) => a.latest_snapshot_date != null
-        );
+          );
-        const isEmpty = accountsCount === 0 || !hasAnySnapshot;
+          if (accountsCount === 0 || !hasAnySnapshot) {
-
+            return (
-        if (isEmpty) {
-          return (
-            <div className="space-y-6">
               <BalanceOnboardingCard
                 accountsCount={accountsCount}
                 snapshotsCount={hasAnySnapshot ? 1 : 0}
               />
-            </div>
+            );
-          );
+          }
-        }
+          return <BalanceOverviewCard totals={state.evolutionTotals} />;
+        })()}
 
-        return (
+        <div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3">
-          <div className="space-y-6">
+          {/* Period selector */}
-            <BalanceOverviewCard totals={state.evolutionTotals} />
+          <div
-
+            role="group"
-            <div className="flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3">
+            aria-label={t("balance.period.legend")}
-              {/* Period selector */}
+            className="inline-flex rounded-lg border border-[var(--border)] overflow-hidden"
-              <div
+          >
-                role="group"
+            {PERIOD_OPTIONS.map((p) => (
-                aria-label={t("balance.period.legend")}
+              <button
-                className="inline-flex rounded-lg border border-[var(--border)] overflow-hidden"
+                key={p}
+                type="button"
+                onClick={() => setPeriod(p)}
+                className={`px-3 py-1.5 text-sm font-medium ${
+                  state.period === p
+                    ? "bg-[var(--primary)] text-white"
+                    : "bg-[var(--card)] text-[var(--foreground)] hover:bg-[var(--muted)]/40"
+                }`}
+                aria-pressed={state.period === p}
               >
-                {PERIOD_OPTIONS.map((p) => (
+                {t(`balance.period.${p}`)}
-                  <button
+              </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}
-              transferMarkers={allTransferMarkers}
-            />
-
-            <div>
-              <h2 className="text-lg font-semibold mb-3">
-                {t("balance.overview.accountsTitle")}
-              </h2>
-              <BalanceAccountsTable
-                accounts={state.accountsLatest}
-                periodAnchor={state.accountsPeriodAnchor}
-                sinceCreationDate={earliestSnapshotDate}
-                onArchiveAccount={(acc) => handleArchiveAccount(acc.account_id)}
-                onLinkTransfers={(acc) => setLinkTarget(acc)}
-              />
-            </div>
           </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}
+          transferMarkers={allTransferMarkers}
+        />
+
+        <div>
+          <h2 className="text-lg font-semibold mb-3">
+            {t("balance.overview.accountsTitle")}
+          </h2>
+          <BalanceAccountsTable
+            accounts={state.accountsLatest}
+            periodAnchor={state.accountsPeriodAnchor}
+            sinceCreationDate={earliestSnapshotDate}
+            onArchiveAccount={(acc) => handleArchiveAccount(acc.account_id)}
+            onLinkTransfers={(acc) => setLinkTarget(acc)}
+          />
+        </div>
+      </div>
 
       <StarterAccountsModal
         isOpen={showStarterModal}

src/services/balance.service.ts

@@ -487,8 +487,7 @@ export async function getStarterCollisions(): Promise<Set<string>> {
     `SELECT c.key AS key, a.name AS account_name
        FROM balance_accounts a
        INNER JOIN balance_categories c ON c.id = a.balance_category_id
-      WHERE c.key IN ('cash','tfsa','rrsp','other')
+      WHERE c.key IN ('cash','tfsa','rrsp','other')`
-        AND a.archived_at IS NULL`
   );
   const collisions = new Set<string>();
   for (const starter of STARTER_ACCOUNTS) {
@@ -509,11 +508,9 @@ export async function getStarterCollisions(): Promise<Set<string>> {
  * in BEGIN/COMMIT — on any failure ROLLBACK is issued and the original error
  * is re-thrown. Returns the inserted account ids in input order.
  *
- * Callers SHOULD pre-filter `selectedKeys` against `getStarterCollisions()`
+ * Callers MUST pre-filter `selectedKeys` against `getStarterCollisions()` so
- * to keep the UI honest, but each iteration ALSO re-checks for an existing
+ * we never INSERT a duplicate (the table has no UNIQUE on (name, category),
- * (name, category) account inside the transaction and skips silently on a
+ * so collisions would silently create dupes if not guarded upstream).
- * hit — a defense-in-depth guard since the table has no UNIQUE constraint
- * on (name, balance_category_id). Returned ids exclude any skipped starter.
  */
 export async function proposeStarterAccounts(
   selectedKeys: string[]
@@ -540,18 +537,6 @@ export async function proposeStarterAccounts(
           `Seeded category '${starter.categoryKey}' missing — expected v9 schema`
         );
       }
-      // Defense-in-depth: re-check collision in-txn before INSERT so we
-      // never create a silent duplicate even if the upstream pre-filter
-      // raced or was bypassed (S3 from PR #185 review).
-      const existing = await db.select<{ count: number }[]>(
-        `SELECT COUNT(*) AS count FROM balance_accounts
-           WHERE name = $1 AND balance_category_id = $2
-             AND archived_at IS NULL`,
-        [starter.name, catRows[0].id]
-      );
-      if ((existing[0]?.count ?? 0) > 0) {
-        continue;
-      }
       const result = await db.execute(
         `INSERT INTO balance_accounts (balance_category_id, name, currency, is_active)
          VALUES ($1, $2, 'CAD', 1)`,