src/components/balance/BalanceAccountsTable.tsx

@@ -28,7 +28,6 @@ import {
   AlertTriangle,
   ChevronDown,
   ChevronRight,
-  ListTree,
 } from "lucide-react";
 import type {
   AccountLatestSnapshot,
@@ -87,12 +86,6 @@ interface BalanceAccountsTableProps {
   periodAnchor: AccountPeriodAnchor[];
   onArchiveAccount?: (account: AccountLatestSnapshot) => void;
   onLinkTransfers?: (account: AccountLatestSnapshot) => void;
-  /**
-   * Open the "détailler en titres" wizard for a *simple* account (Issue #215).
-   * The action is only offered on `kind === 'simple'` rows; once detailed, the
-   * flip is one-way (service backstop #212) so no inverse action is exposed.
-   */
-  onDetailAccount?: (account: AccountLatestSnapshot) => void;
   /**
    * Earliest snapshot date across the whole profile, used to anchor the
    * "depuis création" horizon. Falls back to "1A" range if not provided
@@ -123,7 +116,6 @@ export default function BalanceAccountsTable({
   periodAnchor,
   onArchiveAccount,
   onLinkTransfers,
-  onDetailAccount,
   sinceCreationDate,
   latentGainByAccount = {},
   latentGainRollup,
@@ -563,19 +555,14 @@ export default function BalanceAccountsTable({
                   </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-[180px] text-left">
-                      {onDetailAccount && acc.kind === "simple" && (
+                      <button
-                        <button
+                        type="button"
-                          type="button"
+                        disabled
-                          onClick={() => {
+                        className="block w-full px-3 py-2 text-sm text-[var(--muted-foreground)] cursor-not-allowed"
-                            setOpenMenuFor(null);
+                        title={t("balance.overview.detailComingSoon")}
-                            onDetailAccount(acc);
+                      >
-                          }}
+                        {t("balance.overview.detailAction")}
-                          className="flex items-center gap-2 w-full px-3 py-2 text-sm hover:bg-[var(--muted)]/40"
+                      </button>
-                        >
-                          <ListTree size={14} />
-                          {t("balance.detailWizard.action")}
-                        </button>
-                      )}
                       {onLinkTransfers && (
                         <button
                           type="button"

src/components/balance/DetailAccountWizard.test.ts

@@ -1,35 +0,0 @@
-// DetailAccountWizard — unit tests (Issue #215).
-//
-// NOTE: this project has no jsdom / @testing-library harness (see
-// SecurityPicker.test.ts, StarterAccountsModal.test.tsx). We exercise the pure
-// toggle-payload builder — the load-bearing decision of the wizard — directly.
-// DOM rendering / the confirm click are not exercised here; the wizard is thin
-// orchestration over `buildDetailToggleInput` + `updateBalanceAccount`.
-
-import { describe, it, expect } from "vitest";
-import { buildDetailToggleInput } from "./DetailAccountWizard";
-
-describe("buildDetailToggleInput", () => {
-  it("flips kind to detailed and pins the pivot to today's local civil day", () => {
-    // 2026-06-06 in the local civil day (midday avoids any DST edge confusion).
-    const today = new Date(2026, 5, 6, 12, 30, 0);
-    const input = buildDetailToggleInput(today);
-    expect(input).toEqual({ kind: "detailed", detailed_since: "2026-06-06" });
-  });
-
-  it("zero-pads single-digit month and day to a YYYY-MM-DD snapshot shape", () => {
-    // January 2nd → "2026-01-02", matching normalizeSnapshotDate's ISO regex.
-    const today = new Date(2026, 0, 2, 9, 0, 0);
-    const input = buildDetailToggleInput(today);
-    expect(input.detailed_since).toBe("2026-01-02");
-    expect(input.kind).toBe("detailed");
-  });
-
-  it("never emits a detailed → simple downgrade or an envelope mutation", () => {
-    const input = buildDetailToggleInput(new Date(2026, 11, 31, 23, 0, 0));
-    // Only the two pivot fields are set; vehicle_type/name/etc. stay untouched
-    // so updateBalanceAccount's read-and-rewrite preserves them.
-    expect(Object.keys(input).sort()).toEqual(["detailed_since", "kind"]);
-    expect(input.kind).not.toBe("simple");
-  });
-});

src/components/balance/DetailAccountWizard.tsx

@@ -1,163 +0,0 @@
-// DetailAccountWizard — light confirmation modal that flips a *simple* balance
-// account to *detailed* entry mode. Issue #215 (Bilan détail par titres #5).
-//
-// Decision 2026-06-04 (plan-overnight): TOGGLE-ONLY. The wizard does NOT capture
-// any titles. It sets `kind='detailed'` and `detailed_since = today` (the
-// authoritative pivot date) via `updateBalanceAccount`. Per-security holdings
-// are entered at the NEXT normal snapshot — `validateDetailedSnapshot` tolerates
-// pre-pivot aggregated lines and requires holdings only at/after the pivot.
-//
-// Irreversibility: once holdings exist at/after the pivot, the service backstop
-// (#212) rejects a `detailed → simple` downgrade with
-// `account_kind_detailed_has_holdings`. The UI exposes no "simplify" action, so
-// this confirmation makes the one-way nature explicit before committing.
-//
-// Mirrors the LinkTransfersModal idiom (createPortal overlay, stopPropagation
-// inner card, i18n-only copy, WebKitGTK-safe close button).
-
-import { useState } from "react";
-import { createPortal } from "react-dom";
-import { useTranslation } from "react-i18next";
-import { X, Loader2, AlertTriangle } from "lucide-react";
-import {
-  updateBalanceAccount,
-  BalanceServiceError,
-} from "../../services/balance.service";
-import type { UpdateBalanceAccountInput } from "../../services/balance.service";
-
-/** Local civil-day ISO (YYYY-MM-DD) — matches stored snapshot date format. */
-function localISO(d: Date): string {
-  const yy = d.getFullYear();
-  const mm = String(d.getMonth() + 1).padStart(2, "0");
-  const dd = String(d.getDate()).padStart(2, "0");
-  return `${yy}-${mm}-${dd}`;
-}
-
-/**
- * Pure builder for the toggle payload — exported for unit testing. Produces the
- * exact `updateBalanceAccount` input the wizard commits: flip to detailed and
- * pin the pivot to `today`'s local civil day. `normalizeSnapshotDate` on the
- * service side accepts this YYYY-MM-DD shape verbatim.
- */
-export function buildDetailToggleInput(today: Date): UpdateBalanceAccountInput {
-  return { kind: "detailed", detailed_since: localISO(today) };
-}
-
-export interface DetailAccountWizardProps {
-  accountId: number;
-  accountName: string;
-  onClose: () => void;
-  /** Fired after the account was successfully flipped to detailed. */
-  onDetailed?: () => void;
-}
-
-export default function DetailAccountWizard({
-  accountId,
-  accountName,
-  onClose,
-  onDetailed,
-}: DetailAccountWizardProps) {
-  const { t } = useTranslation();
-  const [submitting, setSubmitting] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-
-  // Pivot resolved once at render: the local civil day at confirmation time.
-  const pivot = localISO(new Date());
-
-  async function handleConfirm() {
-    setSubmitting(true);
-    setError(null);
-    try {
-      await updateBalanceAccount(accountId, buildDetailToggleInput(new Date()));
-      onDetailed?.();
-      onClose();
-    } catch (e) {
-      if (e instanceof BalanceServiceError) {
-        setError(
-          t(`balance.detailWizard.errors.${e.code}`, {
-            defaultValue: e.message,
-          })
-        );
-      } else {
-        setError(e instanceof Error ? e.message : String(e));
-      }
-      setSubmitting(false);
-    }
-  }
-
-  return createPortal(
-    <div
-      className="fixed inset-0 z-50 flex items-center justify-center bg-black/50"
-      onClick={onClose}
-    >
-      <div
-        className="bg-[var(--card)] border border-[var(--border)] rounded-xl shadow-xl w-full max-w-lg flex flex-col"
-        onClick={(e) => e.stopPropagation()}
-      >
-        <div className="flex items-center justify-between px-5 py-4 border-b border-[var(--border)]">
-          <h2 className="text-lg font-semibold">
-            {t("balance.detailWizard.title", { account: accountName })}
-          </h2>
-          <button
-            type="button"
-            onClick={onClose}
-            className="p-1 rounded hover:bg-[var(--muted)]/40"
-            aria-label={t("common.close")}
-          >
-            <X size={18} />
-          </button>
-        </div>
-
-        <div className="px-5 py-4 space-y-3 text-sm">
-          <p>{t("balance.detailWizard.intro")}</p>
-
-          <ul className="list-disc pl-5 space-y-1.5 text-[var(--muted-foreground)]">
-            <li>{t("balance.detailWizard.pointFrozen")}</li>
-            <li>{t("balance.detailWizard.pointNextSnapshot")}</li>
-            <li>{t("balance.detailWizard.pointPivot", { date: pivot })}</li>
-          </ul>
-
-          <div className="flex items-start gap-2 rounded-lg border border-amber-500/30 bg-amber-500/10 px-3 py-2 text-[var(--foreground)]">
-            <AlertTriangle
-              size={16}
-              className="mt-0.5 shrink-0 text-amber-500"
-              aria-hidden
-            />
-            <span>{t("balance.detailWizard.irreversible")}</span>
-          </div>
-
-          {error && (
-            <div className="text-xs text-[var(--negative)]">{error}</div>
-          )}
-        </div>
-
-        <div className="px-5 py-3 border-t border-[var(--border)] flex items-center justify-end gap-2">
-          <button
-            type="button"
-            onClick={onClose}
-            disabled={submitting}
-            className="px-3 py-1.5 text-sm rounded border border-[var(--border)] hover:bg-[var(--muted)]/30 disabled:opacity-50"
-          >
-            {t("common.cancel")}
-          </button>
-          <button
-            type="button"
-            onClick={handleConfirm}
-            disabled={submitting}
-            className="px-3 py-1.5 text-sm rounded bg-[var(--primary)] text-white disabled:opacity-50 disabled:cursor-not-allowed"
-          >
-            {submitting ? (
-              <span className="flex items-center gap-1.5">
-                <Loader2 className="animate-spin" size={14} />
-                {t("balance.detailWizard.confirming")}
-              </span>
-            ) : (
-              t("balance.detailWizard.confirm")
-            )}
-          </button>
-        </div>
-      </div>
-    </div>,
-    document.body
-  );
-}

src/i18n/locales/en.json

@@ -1550,7 +1550,9 @@
       "latestValue": "Latest value",
       "periodDelta": "Δ% over period",
       "noAccounts": "No active accounts. Create a balance account to get started.",
-      "accountsTitle": "Accounts"
+      "accountsTitle": "Accounts",
+      "detailAction": "Details",
+      "detailComingSoon": "Available in a future release."
     },
     "period": {
       "legend": "Analysis period",
@@ -1859,20 +1861,6 @@
     "vehicle": {
       "none": "No envelope"
     },
-    "detailWizard": {
-      "action": "Detail into securities",
-      "title": "Detail “{{account}}” into securities",
-      "intro": "This account will switch to per-security detailed entry. Securities are entered at the next regular snapshot — this wizard captures none right now.",
-      "pointFrozen": "Past aggregated history stays frozen read-only: older snapshots keep their single total value.",
-      "pointNextSnapshot": "From today on, every new snapshot will require the per-security breakdown (with cost basis).",
-      "pointPivot": "Pivot date: {{date}}.",
-      "irreversible": "One-way action: once securities are entered, this account can no longer return to aggregated entry.",
-      "confirm": "Detail",
-      "confirming": "Switching…",
-      "errors": {
-        "account_kind_detailed_has_holdings": "This account already has securities entered and can no longer return to aggregated entry."
-      }
-    },
     "transfers": {
       "linkAction": "Link transfers",
       "direction": {

src/i18n/locales/fr.json

@@ -1550,7 +1550,9 @@
       "latestValue": "Dernière valeur",
       "periodDelta": "Δ% sur la période",
       "noAccounts": "Aucun compte actif. Commencez par créer un compte de bilan.",
-      "accountsTitle": "Comptes"
+      "accountsTitle": "Comptes",
+      "detailAction": "Détail",
+      "detailComingSoon": "Disponible dans une prochaine version."
     },
     "period": {
       "legend": "Période d'analyse",
@@ -1859,20 +1861,6 @@
     "vehicle": {
       "none": "Sans enveloppe"
     },
-    "detailWizard": {
-      "action": "Détailler en titres",
-      "title": "Détailler « {{account}} » en titres",
-      "intro": "Ce compte passera en saisie détaillée par titre. Les titres se saisissent au prochain instantané (snapshot) normal — cet assistant ne capture aucun titre maintenant.",
-      "pointFrozen": "L'historique agrégé passé reste figé en lecture seule : les anciens instantanés conservent leur valeur globale.",
-      "pointNextSnapshot": "À partir d'aujourd'hui, chaque nouvel instantané exigera le détail par titre (avec coût d'acquisition).",
-      "pointPivot": "Date de bascule (pivot) : {{date}}.",
-      "irreversible": "Action à sens unique : une fois des titres saisis, ce compte ne pourra plus revenir en saisie agrégée.",
-      "confirm": "Détailler",
-      "confirming": "Bascule…",
-      "errors": {
-        "account_kind_detailed_has_holdings": "Ce compte a déjà des titres saisis et ne peut plus revenir en saisie agrégée."
-      }
-    },
     "transfers": {
       "linkAction": "Lier transferts",
       "direction": {

src/pages/BalancePage.tsx

@@ -34,7 +34,6 @@ import BalanceOnboardingCard from "../components/balance/BalanceOnboardingCard";
 import BalanceEvolutionChart from "../components/balance/BalanceEvolutionChart";
 import BalanceAccountsTable from "../components/balance/BalanceAccountsTable";
 import LinkTransfersModal from "../components/balance/LinkTransfersModal";
-import DetailAccountWizard from "../components/balance/DetailAccountWizard";
 import StarterAccountsModal from "../components/balance/StarterAccountsModal";
 import { getPreference, setPreference } from "../services/userPreferenceService";
 import { renderCategoryLabelFromAccount } from "../utils/renderCategoryLabel";
@@ -53,10 +52,6 @@ export default function BalancePage() {
   const [linkTarget, setLinkTarget] = useState<AccountLatestSnapshot | null>(
     null
   );
-  // Issue #215 — "détailler en titres" wizard target (a simple account being
-  // flipped to detailed entry mode).
-  const [detailTarget, setDetailTarget] =
-    useState<AccountLatestSnapshot | null>(null);
   const [categories, setCategories] = useState<Category[]>([]);
   const [transfersByAccount, setTransfersByAccount] = useState<
     Map<number, BalanceAccountTransferWithTransaction[]>
@@ -329,7 +324,6 @@ export default function BalancePage() {
                 vehicleLabels={vehicleLabels}
                 onArchiveAccount={(acc) => handleArchiveAccount(acc.account_id)}
                 onLinkTransfers={(acc) => setLinkTarget(acc)}
-                onDetailAccount={(acc) => setDetailTarget(acc)}
               />
             </div>
           </div>
@@ -354,17 +348,6 @@ export default function BalancePage() {
           }}
         />
       )}
-
-      {detailTarget && (
-        <DetailAccountWizard
-          accountId={detailTarget.account_id}
-          accountName={detailTarget.account_name}
-          onClose={() => setDetailTarget(null)}
-          onDetailed={() => {
-            void reload();
-          }}
-        />
-      )}
     </div>
   );
 }