21 changed files with 677 additions and 694 deletions
--- a/.gitignore
+++ b/.gitignore
@ -45,9 +45,5 @@ imports/*.csv
 .DS_Store
 Thumbs.db

-# Auto-generated changelogs (synced from root by vite.config.ts)
-public/CHANGELOG.md
-public/CHANGELOG.fr.md
-
 # Tauri generated
 src-tauri/gen/
--- a/CHANGELOG.fr.md
+++ b/CHANGELOG.fr.md
@ -2,23 +2,6 @@

 ## [Non publié]

-## [0.6.6]
-
-### Modifié
- Tableau de budget : la colonne année précédente affiche maintenant le réel (transactions) au lieu du budget planifié (#34)
- Refactorisation de `buildPrevYearTotalMap` en inline et simplification des tests (#39)
-
-### Corrigé
- Fichiers changelog synchronisés automatiquement via plugin Vite, copies obsolètes dans public/ supprimées (#37)
-
-## [0.6.5]
-
-### Ajouté
- Tableau de bord : menu déroulant de sélection du mois pour la section Budget vs Réel avec le dernier mois complété par défaut (#31)
-
-### Modifié
- Rapports et tableau de bord : police réduite dans le menu déroulant de mois pour un meilleur équilibre visuel (#31)
-
 ## [0.6.4]

 ### Ajouté
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@ -2,23 +2,6 @@

 ## [Unreleased]

-## [0.6.6]
-
-### Changed
- Budget table: previous year column now shows actual transactions instead of planned budget (#34)
- Refactored `buildPrevYearTotalMap` inline and simplified tests (#39)
-
-### Fixed
- Changelog files synced automatically via Vite plugin, removed stale public/ copies (#37)
-
-## [0.6.5]
-
-### Added
- Dashboard: month dropdown selector for the Budget vs Actual section with last completed month as default (#31)
-
-### Changed
- Reports & Dashboard: reduced font size of month dropdown for better visual balance (#31)
-
 ## [0.6.4]

 ### Added
--- a/CLAUDE.md
+++ b/CLAUDE.md
@ -141,7 +141,7 @@ La documentation technique est centralisée dans `docs/` :
 - `CHANGELOG.fr.md` (français) — traduction
 - Catégories : Added/Ajouté, Changed/Modifié, Fixed/Corrigé, Removed/Supprimé
 - Format [Keep a Changelog](https://keepachangelog.com/). Le contenu est extrait automatiquement par le CI pour les release notes et affiché dans l'app selon la langue de l'utilisateur.
- The `public/` copies are synced automatically: Vite copies them on `dev`/`build` start via `syncChangelogs()` in `vite.config.ts`. No manual sync needed.
+- Les deux fichiers sont copiés dans `public/` par le CI (`release.yml`). En dev, synchroniser manuellement : `cp CHANGELOG*.md public/`

 ---

--- a/package-lock.json
+++ b/package-lock.json
@ -1,12 +1,12 @@
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-        "@types/node": "^20.0.0 || ^22.0.0 || >=24.0.0",
-        "@vitest/browser-playwright": "4.0.18",
-        "@vitest/browser-preview": "4.0.18",
-        "@vitest/browser-webdriverio": "4.0.18",
-        "@vitest/ui": "4.0.18",
-        "happy-dom": "*",
-        "jsdom": "*"
-      },
-      "peerDependenciesMeta": {
-        "@edge-runtime/vm": {
-          "optional": true
-        },
-        "@opentelemetry/api": {
-          "optional": true
-        },
-        "@types/node": {
-          "optional": true
-        },
-        "@vitest/browser-playwright": {
-          "optional": true
-        },
-        "@vitest/browser-preview": {
-          "optional": true
-        },
-        "@vitest/browser-webdriverio": {
-          "optional": true
-        },
-        "@vitest/ui": {
-          "optional": true
-        },
-        "happy-dom": {
-          "optional": true
-        },
-        "jsdom": {
-          "optional": true
-        }
-      }
-    },
    "node_modules/void-elements": {
      "version": "3.1.0",
      "resolved": "https://registry.npmjs.org/void-elements/-/void-elements-3.1.0.tgz",
@ -3455,23 +3134,6 @@
        "node": ">=0.10.0"
      }
    },
-    "node_modules/why-is-node-running": {
-      "version": "2.3.0",
-      "resolved": "https://registry.npmjs.org/why-is-node-running/-/why-is-node-running-2.3.0.tgz",
-      "integrity": "sha512-hUrmaWBdVDcxvYqnyh09zunKzROWjbZTiNy8dBEjkS7ehEDQibXJ7XvlmtbwuTclUiIyN+CyXQD4Vmko8fNm8w==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "siginfo": "^2.0.0",
-        "stackback": "0.0.2"
-      },
-      "bin": {
-        "why-is-node-running": "cli.js"
-      },
-      "engines": {
-        "node": ">=8"
-      }
-    },
    "node_modules/yallist": {
      "version": "3.1.1",
      "resolved": "https://registry.npmjs.org/yallist/-/yallist-3.1.1.tgz",
--- a/package.json
+++ b/package.json
@ -1,16 +1,14 @@
 {
  "name": "simpl_result_scaffold",
  "private": true,
-  "version": "0.6.6",
+  "version": "0.6.4",
  "license": "GPL-3.0-only",
  "type": "module",
  "scripts": {
    "dev": "vite",
    "build": "tsc && vite build",
    "preview": "vite preview",
-    "tauri": "tauri",
-    "test": "vitest run",
-    "test:watch": "vitest"
+    "tauri": "tauri"
  },
  "dependencies": {
    "@dnd-kit/core": "^6.3.1",
@ -39,7 +37,6 @@
    "@vitejs/plugin-react": "^4.7.0",
    "tailwindcss": "^4.1.18",
    "typescript": "~5.8.3",
-    "vite": "^6.4.1",
-    "vitest": "^4.0.18"
+    "vite": "^6.4.1"
  }
 }
--- a/public/CHANGELOG.fr.md
+++ b/public/CHANGELOG.fr.md
@ -0,0 +1,233 @@
+# Journal des modifications
+
+## [Non publié]
+
+## [0.6.3]
+
+### Ajouté
+- Tableau de bord : histogramme empilé des dépenses par catégorie et par mois (#15)
+- Tableau de bord : tableau budget vs réel du mois courant avec écart en $ et % (#15)
+- Tableau de budget et rapport Budget vs Réel : formatage des sous-totaux de section avec poids visuel croissant (#14)
+
+### Modifié
+- Tableau de bord : période par défaut changée de « mois » à « année à ce jour » (#15)
+- Tableau de bord : section des transactions récentes supprimée (#15)
+- Tous les rapports tabulaires : les lignes de grand total utilisent maintenant une police plus grande (text-sm), gras et bordure supérieure plus épaisse pour une meilleure hiérarchie visuelle (#14)
+
+### Corrigé
+- Rapport catégories dans le temps : toutes les catégories sont maintenant affichées (limite passée de 8 à 50) (#13)
+- Graphique par catégorie : les noms sur l'axe Y utilisent maintenant la couleur du texte principal au lieu du gris (#13)
+- Graphique catégories dans le temps : le texte de la légende utilise maintenant la couleur du texte principal au lieu d'hériter la couleur de la catégorie (#13)
+
+## [0.6.2]
+
+### Ajouté
+- Tableau de budget : sous-totaux par section (dépenses, revenus, transferts) affichés après chaque groupe (#11)
+- Rapport Budget vs Réel : sous-totaux par section avec réel, prévu, écart ($) et écart (%) par type (#11)
+
+### Corrigé
+- Page catégories : le panneau de détail reste maintenant visible lors du défilement d'une longue liste de catégories (#12)
+
+## [0.6.1]
+
+### Ajouté
+- Page historique des versions : historique complet accessible depuis les Paramètres à tout moment
+- Changelog bilingue : les notes de version s'affichent dans la langue choisie par l'utilisateur (FR/EN)
+
+### Corrigé
+- Visibilité des labels de graphiques : les montants sur les barres empilées utilisent maintenant du texte noir avec contour blanc pour un meilleur contraste (#8)
+- Tableau de budget : les cellules éditables affichent maintenant un fond au survol, un curseur pointeur et une info-bulle pour clarifier l'interaction (#9)
+
+## [0.6.0]
+
+### Ajouté
+- Rapports : bascule entre vue tableau et graphique pour les onglets Tendances, Par catégorie et Évolution
+- Rapports : option « Afficher les montants » pour afficher les valeurs directement sur les barres et courbes
+- Rapports : panneau de filtres avec cases à cocher par catégorie (recherche, tout sélectionner/désélectionner) et filtre par source
+- Rapports : le filtre source s'applique au niveau SQL pour des totaux filtrés précis
+- Rapports : en-têtes de tableau fixes sur tous les tableaux de rapports (Rapport dynamique, Budget vs Réel)
+- Rapports : survol interactif — barres non survolées estompées, info-bulle filtrée sur la catégorie survolée
+- Rapports : le survol de la légende met en évidence la catégorie sur tous les mois (graphique Évolution)
+
+### Corrigé
+- Tableau des transactions : l'icône de commentaire devient orange (comme l'icône de ventilation) quand une note est présente (#7)
+
+## [0.5.0]
+
+### Ajouté
+- Gestion d'erreurs : intercepte les plantages React et affiche une page d'erreur au lieu d'un écran blanc
+- Délai de démarrage (10 s) sur la connexion à la base de données — affiche une page d'erreur au lieu d'un indicateur de chargement infini
+- Page d'erreur avec « Rafraîchir », « Vérifier les mises à jour » et liens de contact
+- Visionneuse de journaux dans les paramètres — capture la sortie console, filtrable par niveau, copiable, persiste entre les rafraîchissements
+- Licence GPL-3.0 — le projet est maintenant open source
+
+### Modifié
+- Modale détail de rapport : colonnes triables — cliquez sur les en-têtes pour trier par date, description ou montant (#1)
+- Modale détail de rapport : bascule pour afficher/masquer la colonne des montants (#3)
+- Tableau de budget : les en-têtes de colonnes restent fixes lors du défilement vertical (#2)
+
+### Corrigé
+- Mise à jour automatique sur Linux : le champ version de `latest.json` n'a plus le préfixe `v`, téléversement au registre de paquets plus robuste
+- Nouvelle tentative au démarrage : la connexion BD réessaie jusqu'à 3 fois avant d'afficher la page d'erreur (corrige l'échec au premier lancement sur Windows)
+- Somme de contrôle de migration : répare automatiquement la somme de contrôle obsolète de la migration 1 au démarrage
+
+## [0.4.4]
+
+### Corrigé
+- Le binaire Linux est maintenant compatible avec glibc 2.35+ (Ubuntu 22.04 / Pop!_OS) — le CI compile dans un conteneur Ubuntu 22.04
+
+## [0.4.3]
+
+### Corrigé
+- Le point de terminaison de mise à jour automatique utilise maintenant le registre de paquets Forgejo pour une URL stable
+- Les signatures Linux (.AppImage.sig) sont maintenant correctement collectées dans le CI
+- Toutes les signatures de plateforme (.deb.sig, .rpm.sig) sont maintenant incluses dans les assets de la release
+
+## [0.4.2]
+
+### Modifié
+- La mise à jour automatique pointe maintenant vers l'instance Forgejo auto-hébergée
+- Les builds Windows sont maintenant compilés en croisé via cargo-xwin
+
+## [0.4.1]
+
+### Corrigé
+- Application bloquée sur un indicateur de chargement infini après mise à jour depuis v0.3.x (somme de contrôle de migration incompatible sur seed_categories.sql)
+- Les erreurs de connexion BD sont maintenant journalisées dans la console au lieu d'échouer silencieusement
+
+## [0.4.0]
+
+### Ajouté
+- Catégories : support de 3 niveaux de hiérarchie (ex : Dépenses récurrentes → Assurances → Assurance-auto)
+- Rapport dynamique : nouveau champ « Catégorie (Niveau 3) »
+- Budget : sous-totaux intermédiaires et indentation 3 niveaux pour les catégories imbriquées
+- Catégories : gestion automatique de `is_inputable` à la création/suppression de sous-catégories
+- Catégories : la validation de profondeur empêche la création d'un 4e niveau
+- Données initiales : Assurances divisées en Assurance-auto, Assurance-habitation, Assurance-vie
+
+### Corrigé
+- Auto-catégorisation : les mots-clés commençant/finissant par des caractères spéciaux (`[`, `]`, `(`, `)`, `-`, etc.) sont maintenant reconnus
+- Auto-catégorisation : pré-compilation des regex pour de meilleures performances en lot
+
+## [0.3.11]
+
+### Ajouté
+- Rapport dynamique : support de plusieurs dimensions en colonnes (clés composites)
+
+### Corrigé
+- Rapport dynamique : n'est plus affecté par les filtres de date globaux — utilise uniquement ses propres filtres du panneau
+
+## [0.3.10]
+
+### Ajouté
+- Rapport dynamique : les champs peuvent maintenant être utilisés dans plusieurs zones simultanément (lignes + filtres, colonnes + filtres)
+- Rapport dynamique : clic-droit sur une valeur de filtre pour l'exclure (affiché barré en rouge)
+- Option de période « Cette année » dans les rapports et le tableau de bord (du 1er janvier à aujourd'hui)
+
+## [0.3.9]
+
+### Ajouté
+- Rapport dynamique (tableau croisé) : composez des rapports personnalisés en assignant des dimensions aux lignes, colonnes, filtres et mesures aux valeurs
+- Suppression de mots-clés depuis la vue « Tous les mots-clés »
+
+## [0.3.8]
+
+### Ajouté
+- Sélecteur de plage de dates personnalisée pour les rapports et le tableau de bord
+- Bascule pour positionner les sous-totaux au-dessus ou en dessous des lignes de détail
+- Affichage des notes de version du CHANGELOG dans les releases et le système de mise à jour
+
+## [0.3.7]
+
+### Corrigé
+- Suppression du bundle MSI pour éviter le conflit de chemin d'installation du système de mise à jour
+- Changement du mode d'installation Windows à basicUi
+- Amélioration de la visibilité de l'indicateur de ventilation et de la mise en page des ajustements
+
+## 0.3.2
+
+### Nouvelles fonctionnalités
+- **Support Linux** : ajout des builds Linux (`.deb`, `.rpm`, `.AppImage`) au workflow de release
+- **Ventilations sur la page Ajustements** : visualisez les ajustements de ventilation des transactions dans une section dédiée
+
+### Corrigé
+- Correction de cas limites de détection automatique CSV
+- Suppression de l'accent dans productName pour la compatibilité `.deb` Linux
+
+## 0.3.1
+
+### Corrigé
+- Toujours afficher le sélecteur de profil dans la barre latérale (#2)
+
+## 0.3.0
+
+### Nouvelles fonctionnalités
+- **Profils multiples** : créez plusieurs profils avec des bases de données séparées, des noms et couleurs personnalisés
+- **Protection par NIP** : protégez les profils avec un NIP numérique optionnel
+- **Sélecteur de profil** : changement rapide de profil depuis la barre latérale
+- **Glisser-déposer les catégories** : réordonnez les catégories ou changez le parent par glisser-déposer dans l'arborescence
+- **Ventilation des transactions** : ventilez une transaction sur plusieurs catégories avec des montants ajustables
+
+## 0.2.10
+
+### Nouvelles fonctionnalités
+- **Sélection rapide de période** : boutons de filtre rapide (Ce mois, Mois dernier, etc.) sur la page Transactions
+- **Rapport Budget vs Réel** : tableau comparatif mensuel et cumulatif annuel dans les Rapports
+- **Sous-totaux de catégories parentes** : la page Budget affiche les sous-totaux agrégés pour les catégories parentes
+- **Guide utilisateur** : documentation complète accessible depuis les Paramètres, imprimable en PDF
+
+### Améliorations
+- Persistance de la sélection de modèle et ajout du bouton Mettre à jour le modèle
+- Ne plus pré-sélectionner les fichiers déjà importés à l'entrée de la configuration source
+- Rendre les imports de données de paramètres visibles dans l'historique d'import
+- Remplacer les boutons de suppression par modèle par un seul bouton sur la sélection
+- Remplacer l'icône de rafraîchissement par une icône de sauvegarde sur le bouton de mise à jour du modèle
+- Ajout de la convention de signe à la page budget
+
+## 0.2.9
+
+### Corrigé
+- Permettre les fichiers à contenu identique avec des noms différents (#1)
+
+## 0.2.8
+
+### Nouvelles fonctionnalités
+- **Export/import de données** : exportez et importez vos données (transactions, catégories, ou les deux) avec chiffrement AES-256-GCM optionnel (#3)
+
+### Corrigé
+- Détection de doublons inter-fichiers et suivi d'import par fichier
+
+## 0.2.5
+
+### Nouvelles fonctionnalités
+- **Modèles de configuration d'import** : sauvegardez et chargez les configurations de source d'import comme modèles réutilisables
+- **Grille de budget 12 mois** : vue budgétaire annuelle complète avec cellules mensuelles et totaux annuels
+
+### Corrigé
+- Corrections du budget et des catégories
+- Problème de somme de contrôle de migration (schema.sql ne doit pas être modifié après la release initiale)
+
+## 0.2.3
+
+### Nouvelles fonctionnalités
+- **Motifs de graphiques** : ajout de motifs de remplissage SVG (lignes diagonales, points, hachures, etc.) pour différencier les catégories dans les graphiques au-delà de la couleur
+- **Menu contextuel des graphiques** : clic-droit sur une catégorie dans un graphique pour la masquer ou voir ses transactions dans une fenêtre de détail
+- **Catégories masquées** : les catégories masquées apparaissent comme des puces au-dessus des graphiques avec un bouton « Tout afficher »
+- **Modale de détail des transactions** : visualisez toutes les transactions composant le total d'une catégorie directement depuis n'importe quel graphique
+- **Aperçu d'import en popup** : l'aperçu des données est maintenant une modale popup au lieu d'une étape séparée de l'assistant
+- **Vérification directe des doublons** : nouveau bouton « Vérifier les doublons » sur la page de configuration d'import
+
+### Améliorations
+- Flux de l'assistant d'import simplifié : configuration source → vérification des doublons (l'aperçu est optionnel via popup)
+- Le bouton retour de la vérification des doublons retourne maintenant à la configuration source
+
+## 0.2.2
+
+- Mise à jour de version
+
+## 0.2.1
+
+- Ajout de la vue « Tous les mots-clés » sur la page Catégories
+- Ajout du mode sombre avec palette de gris chauds
+- Correction des catégories orphelines, persistance de has_header pour les imports, ajout de la réinitialisation
+- Ajout des pages Budget et Ajustements
--- a/public/CHANGELOG.md
+++ b/public/CHANGELOG.md
@ -0,0 +1,234 @@
+# Changelog
+
+## [Unreleased]
+
+## [0.6.3]
+
+### Added
+- Dashboard: expenses over time stacked bar chart by category and month (#15)
+- Dashboard: budget vs actual table for current month with variance in $ and % (#15)
+- Budget table and Budget vs Actual report: section subtotal formatting with increasing visual weight (#14)
+
+### Changed
+- Dashboard: default period changed from "month" to "year to date" (#15)
+- Dashboard: removed recent transactions section (#15)
+- All report tables: grand total rows now use larger font (text-sm), bold weight, and thicker top border for better visual hierarchy (#14)
+
+### Fixed
+- Category over time report: all categories now displayed (limit increased from 8 to 50) (#13)
+- Category bar chart: Y-axis labels now use foreground color instead of muted gray (#13)
+- Category over time chart: legend text now uses foreground color instead of inheriting category color (#13)
+
+## [0.6.2]
+
+### Added
+- Budget table: section subtotals for expenses, income, and transfers displayed after each group (#11)
+- Budget vs Actual report: section subtotals with actual, planned, variation ($) and variation (%) per type (#11)
+
+### Fixed
+- Category page: detail panel now stays visible when scrolling through a long category list (#12)
+
+## [0.6.1]
+
+### Added
+- Changelog page: full version history accessible from Settings at any time
+- Bilingual changelog: release notes displayed in the user's selected language (EN/FR)
+
+### Fixed
+- Chart label visibility: amount labels on stacked bar charts now use black text with white outline for better contrast (#8)
+- Budget table: editable cells now show hover background, pointer cursor, and tooltip hint for clearer affordance (#9)
+
+## [0.6.0]
+
+### Added
+- Reports: toggle between table and chart view for Trends, By Category, and Over Time tabs
+- Reports: "Show amounts" toggle displays values directly on chart bars and area curves
+- Reports: filter panel with category checkboxes (search, select all/none) and source dropdown
+- Reports: source filter applies at SQL level for accurate filtered totals
+- Reports: sticky table headers on all report tables (Dynamic Report, Budget vs Actual)
+- Reports: interactive hover — dimmed non-hovered bars, tooltip filtered to hovered category
+- Reports: legend hover highlights category across all months (Over Time chart)
+
+### Fixed
+- Transaction table: comment icon now turns orange (like split icon) when a note is present (#7)
+
+## [0.5.0]
+
+### Added
+- Error boundary catches React crashes and displays an error page instead of a white screen
+- Startup timeout (10s) on database connection — shows error page instead of infinite spinner
+- Error page with "Refresh", "Check for updates", and contact/issue links
+- Log viewer in settings page — captures console output, filterable by level, copyable, persists across refresh
+- GPL-3.0 license — project is now open source
+
+### Changed
+- Report detail modal: sortable columns — click headers to sort by date, description, or amount (#1)
+- Report detail modal: toggle to show/hide amounts column (#3)
+- Budget table: column headers stay fixed when scrolling vertically (#2)
+
+### Fixed
+- Auto-updater on Linux: `latest.json` version field no longer has `v` prefix, package registry upload is more robust
+- Startup retry: DB connection retries up to 3 times before showing error page (fixes first-launch failure on Windows)
+- Migration checksum mismatch: automatically repairs stale migration 1 checksum on startup
+
+## [0.4.4]
+
+### Fixed
+- Linux binary now compatible with glibc 2.35+ (Ubuntu 22.04 / Pop!_OS) — CI builds in Ubuntu 22.04 container
+
+## [0.4.3]
+
+### Fixed
+- Auto-updater endpoint now uses Forgejo package registry for stable URL
+- Linux updater signatures (.AppImage.sig) now correctly collected in CI
+- All platform signatures (.deb.sig, .rpm.sig) now included in release assets
+
+## [0.4.2]
+
+### Changed
+- Auto-updater now points to self-hosted Forgejo instance
+- Windows builds now cross-compiled via cargo-xwin
+
+## [0.4.1]
+
+### Fixed
+- App stuck on infinite spinner after updating from v0.3.x (migration checksum mismatch on seed_categories.sql)
+- DB connection errors now logged to console instead of silently failing
+
+## [0.4.0]
+
+### Added
+- Categories: support for 3 levels of hierarchy (e.g., Dépenses récurrentes → Assurances → Assurance-auto)
+- Dynamic Report: new "Category (Level 3)" pivot field
+- Budget: intermediate subtotals and 3-level indentation for nested categories
+- Categories: automatic `is_inputable` management when creating/deleting subcategories
+- Categories: depth validation prevents creating a 4th level
+- Seed data: Assurances split into Assurance-auto, Assurance-habitation, Assurance-vie
+
+### Fixed
+- Auto-categorization: keywords starting/ending with special characters (`[`, `]`, `(`, `)`, `-`, etc.) now match correctly
+- Auto-categorization: pre-compile regex patterns for better batch performance
+
+## [0.3.11]
+
+### Added
+- Dynamic Report: support multiple column dimensions (composite column keys)
+
+### Fixed
+- Dynamic Report: no longer affected by global page date filters — uses only its own panel filters
+
+## [0.3.10]
+
+### Added
+- Dynamic Report: fields can now be used in multiple zones simultaneously (rows + filters, columns + filters)
+- Dynamic Report: right-click on a filter value to exclude it (shown with strikethrough in red)
+- "This year" period option in reports and dashboard (Jan 1 to today)
+
+## [0.3.9]
+
+### Added
+- Dynamic Report (pivot table): compose custom reports by assigning dimensions to rows, columns, filters and measures to values
+- Delete keywords from the "All Keywords" view
+
+## [0.3.8]
+
+### Added
+- Custom date range picker for reports and dashboard
+- Toggle to position subtotals above or below detail rows
+- Display release notes from CHANGELOG in GitHub releases and in-app updater
+
+## [0.3.7]
+
+### Fixes
+- Remove MSI bundle to prevent updater install path conflict
+- Change Windows updater installMode to basicUi
+- Improve split indicator visibility and adjustments layout
+
+## 0.3.2
+
+### New Features
+- **Linux support**: Add Linux build (`.deb`, `.rpm`, `.AppImage`) to release workflow
+- **Transaction splits on Adjustments page**: View transaction split adjustments in a dedicated section on the Adjustments page
+
+### Fixes
+- Fix CSV auto-detect edge cases
+- Remove accent from productName for Linux `.deb` compatibility
+
+## 0.3.1
+
+### Fixes
+- Always show profile switcher in sidebar (#2)
+
+## 0.3.0
+
+### New Features
+- **Multiple profiles**: Create multiple profiles with separate databases, custom names, and colors
+- **PIN protection**: Protect profiles with an optional numeric PIN
+- **Profile switcher**: Quick profile switching from the sidebar
+- **Drag-and-drop categories**: Reorder categories or change parent via drag-and-drop in the category tree
+- **Transaction splits**: Split a transaction across multiple categories with adjustable amounts
+
+## 0.2.10
+
+### New Features
+- **Period quick-select**: Add quick period filter buttons (This month, Last month, etc.) on the Transactions page
+- **Budget vs Actual report**: Monthly and year-to-date comparison table in Reports
+- **Parent category subtotals**: Budget page shows aggregated subtotals for parent categories
+- **User guide**: Complete documentation page accessible from Settings, printable to PDF
+
+### Improvements
+- Persist template selection and add Update template button
+- Don't pre-select already-imported files when entering source config
+- Make settings data imports visible in Import History
+- Replace per-template delete buttons with single delete on selection
+- Replace refresh icon with save icon on update template button
+- Add sign convention to budget page
+
+## 0.2.9
+
+### Fixes
+- Allow duplicate-content files with different names (#1)
+
+## 0.2.8
+
+### New Features
+- **Data export/import**: Export and import your data (transactions, categories, or both) with optional AES-256-GCM encryption (#3)
+
+### Fixes
+- Cross-file duplicate detection and per-file import tracking
+
+## 0.2.5
+
+### New Features
+- **Import config templates**: Save and load import source configurations as reusable templates
+- **12-month budget grid**: Full year budget view with monthly cells and annual totals
+
+### Fixes
+- Budget and category fixes
+- Migration checksum issue (schema.sql must not be modified after initial release)
+
+## 0.2.3
+
+### New Features
+- **Chart patterns**: Added SVG fill patterns (diagonal lines, dots, crosshatch, etc.) to differentiate categories in bar charts, pie chart, and stacked bar charts beyond just color
+- **Chart context menu**: Right-click any category in a chart to hide it or view its transactions in a detail popup
+- **Hidden categories**: Hidden categories appear as dismissible chips above charts with a "Show all" button to restore them
+- **Transaction detail modal**: View all transactions composing a category's total directly from any chart
+- **Import preview popup**: The data preview is now a popup modal instead of a separate wizard step, allowing quick inspection without leaving the configuration page
+- **Direct duplicate check**: New "Check Duplicates" button on the import configuration page skips directly to duplicate validation without requiring a preview first
+
+### Improvements
+- Import wizard flow simplified: source-config → duplicate-check (preview is optional via popup)
+- Duplicate-check back button now returns to source configuration instead of the removed preview step
+- Added `categoryIds` map to `CategoryOverTimeData` for proper category resolution in the over-time chart
+
+## 0.2.2
+
+- Bump version
+
+## 0.2.1
+
+- Add "All Keywords" view on Categories page
+- Add dark mode with warm gray palette
+- Fix orphan categories, persist has_header for imports, add re-initialize
+- Add Budget and Adjustments pages
--- a/src-tauri/Cargo.toml
+++ b/src-tauri/Cargo.toml
@ -1,6 +1,6 @@
 [package]
 name = "simpl-result"
-version = "0.6.6"
+version = "0.6.4"
 description = "Personal finance management app"
 license = "GPL-3.0-only"
 authors = ["you"]
--- a/src-tauri/tauri.conf.json
+++ b/src-tauri/tauri.conf.json
@ -1,7 +1,7 @@
 {
  "$schema": "https://schema.tauri.app/config/2",
  "productName": "Simpl Resultat",
-  "version": "0.6.6",
+  "version": "0.6.4",
  "identifier": "com.simpl.resultat",
  "build": {
    "beforeDevCommand": "npm run dev",
--- a/src/components/budget/BudgetTable.tsx
+++ b/src/components/budget/BudgetTable.tsx
@ -150,7 +150,7 @@ export default function BudgetTable({ rows, onUpdatePlanned, onSplitEvenly }: Bu
      monthTotals[m] += row.months[m] * sign;
    }
    annualTotal += row.annual * sign;
-    prevYearTotal += row.previousYearTotal; // actuals are already signed in the DB
+    prevYearTotal += row.previousYearTotal * sign;
  }

  const totalCols = 15; // category + prev year + annual + 12 months
@ -197,7 +197,7 @@ export default function BudgetTable({ rows, onUpdatePlanned, onSplitEvenly }: Bu
            </div>
          </td>
          <td className={`py-2 px-2 text-right text-xs ${isIntermediateParent ? "font-medium" : "font-semibold"} text-[var(--muted-foreground)]`}>
-            {formatSigned(row.previousYearTotal)}
+            {formatSigned(row.previousYearTotal * sign)}
          </td>
          <td className={`py-2 px-2 text-right text-xs ${isIntermediateParent ? "font-medium" : "font-semibold"}`}>
            {formatSigned(row.annual * sign)}
@ -230,7 +230,7 @@ export default function BudgetTable({ rows, onUpdatePlanned, onSplitEvenly }: Bu
        {/* Previous year total — read-only */}
        <td className="py-2 px-2 text-right text-[var(--muted-foreground)]">
          <span className="text-xs px-1 py-0.5">
-            {formatSigned(row.previousYearTotal)}
+            {formatSigned(row.previousYearTotal * sign)}
          </span>
        </td>
        {/* Annual total — editable */}
@ -340,7 +340,7 @@ export default function BudgetTable({ rows, onUpdatePlanned, onSplitEvenly }: Bu
                sectionMonthTotals[m] += row.months[m] * sign;
              }
              sectionAnnualTotal += row.annual * sign;
-              sectionPrevYearTotal += row.previousYearTotal; // actuals are already signed in the DB
+              sectionPrevYearTotal += row.previousYearTotal * sign;
            }
            return (
              <Fragment key={type}>
--- a/src/hooks/useBudget.ts
+++ b/src/hooks/useBudget.ts
@ -3,7 +3,6 @@ import type { BudgetYearRow, BudgetTemplate } from "../shared/types";
 import {
  getAllActiveCategories,
  getBudgetEntriesForYear,
-  getActualTotalsForYear,
  upsertBudgetEntry,
  upsertBudgetEntriesForYear,
  getAllTemplates,
@ -73,10 +72,10 @@ export function useBudget() {
    dispatch({ type: "SET_ERROR", payload: null });

    try {
-      const [allCategories, entries, prevYearActuals, templates] = await Promise.all([
+      const [allCategories, entries, prevYearEntries, templates] = await Promise.all([
        getAllActiveCategories(),
        getBudgetEntriesForYear(year),
-        getActualTotalsForYear(year - 1),
+        getBudgetEntriesForYear(year - 1),
        getAllTemplates(),
      ]);

@ -89,11 +88,10 @@ export function useBudget() {
        entryMap.get(e.category_id)!.set(e.month, e.amount);
      }

-      // Build a map for previous year actuals: categoryId -> annual actual total
-      // Amounts are already signed (expenses negative, income positive) — stored as-is.
+      // Build a map for previous year totals: categoryId -> annual total
      const prevYearTotalMap = new Map<number, number>();
-      for (const a of prevYearActuals) {
-        if (a.category_id != null) prevYearTotalMap.set(a.category_id, a.actual);
+      for (const e of prevYearEntries) {
+        prevYearTotalMap.set(e.category_id, (prevYearTotalMap.get(e.category_id) ?? 0) + e.amount);
      }

      // Helper: build months array from entryMap
--- a/src/hooks/useDashboard.ts
+++ b/src/hooks/useDashboard.ts
@ -12,7 +12,6 @@ import {
 } from "../services/dashboardService";
 import { getCategoryOverTime } from "../services/reportService";
 import { getBudgetVsActualData } from "../services/budgetService";
-import { computeDateRange } from "../utils/dateRange";

 interface DashboardState {
  summary: DashboardSummary;
@ -20,8 +19,6 @@ interface DashboardState {
  categoryOverTime: CategoryOverTimeData;
  budgetVsActual: BudgetVsActualRow[];
  period: DashboardPeriod;
-  budgetYear: number;
-  budgetMonth: number;
  customDateFrom: string;
  customDateTo: string;
  isLoading: boolean;
@ -41,7 +38,6 @@ type DashboardAction =
      };
    }
  | { type: "SET_PERIOD"; payload: DashboardPeriod }
-  | { type: "SET_BUDGET_MONTH"; payload: { year: number; month: number } }
  | { type: "SET_CUSTOM_DATES"; payload: { dateFrom: string; dateTo: string } };

 const now = new Date();
@ -54,8 +50,6 @@ const initialState: DashboardState = {
  categoryOverTime: { categories: [], data: [], colors: {}, categoryIds: {} },
  budgetVsActual: [],
  period: "year",
-  budgetYear: now.getMonth() === 0 ? now.getFullYear() - 1 : now.getFullYear(),
-  budgetMonth: now.getMonth() === 0 ? 12 : now.getMonth(),
  customDateFrom: yearStartStr,
  customDateTo: todayStr,
  isLoading: false,
@ -79,8 +73,6 @@ function reducer(state: DashboardState, action: DashboardAction): DashboardState
      };
    case "SET_PERIOD":
      return { ...state, period: action.payload };
-    case "SET_BUDGET_MONTH":
-      return { ...state, budgetYear: action.payload.year, budgetMonth: action.payload.month };
    case "SET_CUSTOM_DATES":
      return { ...state, period: "custom" as DashboardPeriod, customDateFrom: action.payload.dateFrom, customDateTo: action.payload.dateTo };
    default:
@ -88,28 +80,68 @@ function reducer(state: DashboardState, action: DashboardAction): DashboardState
  }
 }

+function computeDateRange(
+  period: DashboardPeriod,
+  customDateFrom?: string,
+  customDateTo?: string,
+): { dateFrom?: string; dateTo?: string } {
+  if (period === "all") return {};
+  if (period === "custom" && customDateFrom && customDateTo) {
+    return { dateFrom: customDateFrom, dateTo: customDateTo };
+  }
+
+  const now = new Date();
+  const year = now.getFullYear();
+  const month = now.getMonth();
+  const day = now.getDate();
+
+  const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
+
+  let from: Date;
+  switch (period) {
+    case "month":
+      from = new Date(year, month, 1);
+      break;
+    case "3months":
+      from = new Date(year, month - 2, 1);
+      break;
+    case "6months":
+      from = new Date(year, month - 5, 1);
+      break;
+    case "year":
+      from = new Date(year, 0, 1);
+      break;
+    case "12months":
+      from = new Date(year, month - 11, 1);
+      break;
+    default:
+      from = new Date(year, month, 1);
+      break;
+  }
+
+  const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
+
+  return { dateFrom, dateTo };
+}
+
 export function useDashboard() {
  const [state, dispatch] = useReducer(reducer, initialState);
  const fetchIdRef = useRef(0);

-  const fetchData = useCallback(async (
-    period: DashboardPeriod,
-    customFrom: string | undefined,
-    customTo: string | undefined,
-    bYear: number,
-    bMonth: number,
-  ) => {
+  const fetchData = useCallback(async (period: DashboardPeriod, customFrom?: string, customTo?: string) => {
    const fetchId = ++fetchIdRef.current;
    dispatch({ type: "SET_LOADING", payload: true });
    dispatch({ type: "SET_ERROR", payload: null });

    try {
      const { dateFrom, dateTo } = computeDateRange(period, customFrom, customTo);
+      const currentMonth = new Date().getMonth() + 1;
+      const currentYear = new Date().getFullYear();
      const [summary, categoryBreakdown, categoryOverTime, budgetVsActual] = await Promise.all([
        getDashboardSummary(dateFrom, dateTo),
        getExpensesByCategory(dateFrom, dateTo),
        getCategoryOverTime(dateFrom, dateTo),
-        getBudgetVsActualData(bYear, bMonth),
+        getBudgetVsActualData(currentYear, currentMonth),
      ]);

      if (fetchId !== fetchIdRef.current) return;
@ -124,8 +156,8 @@ export function useDashboard() {
  }, []);

  useEffect(() => {
-    fetchData(state.period, state.customDateFrom, state.customDateTo, state.budgetYear, state.budgetMonth);
-  }, [state.period, state.customDateFrom, state.customDateTo, state.budgetYear, state.budgetMonth, fetchData]);
+    fetchData(state.period, state.customDateFrom, state.customDateTo);
+  }, [state.period, state.customDateFrom, state.customDateTo, fetchData]);

  const setPeriod = useCallback((period: DashboardPeriod) => {
    dispatch({ type: "SET_PERIOD", payload: period });
@ -135,9 +167,5 @@ export function useDashboard() {
    dispatch({ type: "SET_CUSTOM_DATES", payload: { dateFrom, dateTo } });
  }, []);

-  const setBudgetMonth = useCallback((year: number, month: number) => {
-    dispatch({ type: "SET_BUDGET_MONTH", payload: { year, month } });
-  }, []);
-
-  return { state, setPeriod, setCustomDates, setBudgetMonth };
+  return { state, setPeriod, setCustomDates };
 }
--- a/src/hooks/useReports.ts
+++ b/src/hooks/useReports.ts
@ -12,7 +12,6 @@ import type {
 import { getMonthlyTrends, getCategoryOverTime, getDynamicReportData } from "../services/reportService";
 import { getExpensesByCategory } from "../services/dashboardService";
 import { getBudgetVsActualData } from "../services/budgetService";
-import { computeDateRange } from "../utils/dateRange";

 interface ReportsState {
  tab: ReportTab;
@ -102,6 +101,50 @@ function reducer(state: ReportsState, action: ReportsAction): ReportsState {
  }
 }

+function computeDateRange(
+  period: DashboardPeriod,
+  customDateFrom?: string,
+  customDateTo?: string,
+): { dateFrom?: string; dateTo?: string } {
+  if (period === "all") return {};
+  if (period === "custom" && customDateFrom && customDateTo) {
+    return { dateFrom: customDateFrom, dateTo: customDateTo };
+  }
+
+  const now = new Date();
+  const year = now.getFullYear();
+  const month = now.getMonth();
+  const day = now.getDate();
+
+  const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
+
+  let from: Date;
+  switch (period) {
+    case "month":
+      from = new Date(year, month, 1);
+      break;
+    case "3months":
+      from = new Date(year, month - 2, 1);
+      break;
+    case "6months":
+      from = new Date(year, month - 5, 1);
+      break;
+    case "year":
+      from = new Date(year, 0, 1);
+      break;
+    case "12months":
+      from = new Date(year, month - 11, 1);
+      break;
+    default:
+      from = new Date(year, month, 1);
+      break;
+  }
+
+  const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
+
+  return { dateFrom, dateTo };
+}
+
 export function useReports() {
  const [state, dispatch] = useReducer(reducer, initialState);
  const fetchIdRef = useRef(0);
--- a/src/pages/DashboardPage.tsx
+++ b/src/pages/DashboardPage.tsx
@ -1,4 +1,4 @@
-import { useState, useCallback, useMemo } from "react";
+import { useState, useCallback } from "react";
 import { useTranslation } from "react-i18next";
 import { Wallet, TrendingUp, TrendingDown } from "lucide-react";
 import { useDashboard } from "../hooks/useDashboard";
@ -8,14 +8,40 @@ import CategoryPieChart from "../components/dashboard/CategoryPieChart";
 import CategoryOverTimeChart from "../components/reports/CategoryOverTimeChart";
 import BudgetVsActualTable from "../components/reports/BudgetVsActualTable";
 import TransactionDetailModal from "../components/shared/TransactionDetailModal";
-import type { CategoryBreakdownItem } from "../shared/types";
-import { computeDateRange, buildMonthOptions } from "../utils/dateRange";
+import type { CategoryBreakdownItem, DashboardPeriod } from "../shared/types";

 const fmt = new Intl.NumberFormat("en-CA", { style: "currency", currency: "CAD" });

+function computeDateRange(
+  period: DashboardPeriod,
+  customDateFrom?: string,
+  customDateTo?: string,
+): { dateFrom?: string; dateTo?: string } {
+  if (period === "all") return {};
+  if (period === "custom" && customDateFrom && customDateTo) {
+    return { dateFrom: customDateFrom, dateTo: customDateTo };
+  }
+  const now = new Date();
+  const year = now.getFullYear();
+  const month = now.getMonth();
+  const day = now.getDate();
+  const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
+  let from: Date;
+  switch (period) {
+    case "month": from = new Date(year, month, 1); break;
+    case "3months": from = new Date(year, month - 2, 1); break;
+    case "6months": from = new Date(year, month - 5, 1); break;
+    case "year": from = new Date(year, 0, 1); break;
+    case "12months": from = new Date(year, month - 11, 1); break;
+    default: from = new Date(year, month, 1); break;
+  }
+  const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
+  return { dateFrom, dateTo };
+}
+
 export default function DashboardPage() {
-  const { t, i18n } = useTranslation();
-  const { state, setPeriod, setCustomDates, setBudgetMonth } = useDashboard();
+  const { t } = useTranslation();
+  const { state, setPeriod, setCustomDates } = useDashboard();
  const { summary, categoryBreakdown, categoryOverTime, budgetVsActual, period, isLoading } = state;

  const [hiddenCategories, setHiddenCategories] = useState<Set<string>>(new Set());
@ -65,8 +91,6 @@ export default function DashboardPage() {
    },
  ];

-  const monthOptions = useMemo(() => buildMonthOptions(i18n.language), [i18n.language]);
-
  const { dateFrom, dateTo } = computeDateRange(period, state.customDateFrom, state.customDateTo);

  return (
@ -114,23 +138,7 @@ export default function DashboardPage() {
          />
        </div>
        <div className="lg:col-span-3">
-          <h2 className="text-lg font-semibold mb-3 flex items-center gap-2 flex-wrap">
-            {t("reports.bva.titlePrefix")}
-            <select
-              value={`${state.budgetYear}-${state.budgetMonth}`}
-              onChange={(e) => {
-                const [y, m] = e.target.value.split("-").map(Number);
-                setBudgetMonth(y, m);
-              }}
-              className="text-base font-semibold bg-[var(--card)] border border-[var(--border)] rounded-lg px-2 py-0.5 cursor-pointer hover:bg-[var(--muted)] transition-colors"
-            >
-              {monthOptions.map((opt) => (
-                <option key={opt.key} value={opt.value}>
-                  {opt.label}
-                </option>
-              ))}
-            </select>
-          </h2>
+          <h2 className="text-lg font-semibold mb-3">{t("dashboard.budgetVsActual")}</h2>
          <BudgetVsActualTable data={budgetVsActual} />
        </div>
      </div>
--- a/src/pages/ReportsPage.tsx
+++ b/src/pages/ReportsPage.tsx
@ -3,7 +3,7 @@ import { useTranslation } from "react-i18next";
 import { Hash, Table, BarChart3 } from "lucide-react";
 import { useReports } from "../hooks/useReports";
 import { PageHelp } from "../components/shared/PageHelp";
-import type { ReportTab, CategoryBreakdownItem, ImportSource } from "../shared/types";
+import type { ReportTab, CategoryBreakdownItem, DashboardPeriod, ImportSource } from "../shared/types";
 import { getAllSources } from "../services/importSourceService";
 import PeriodSelector from "../components/dashboard/PeriodSelector";
 import MonthlyTrendsChart from "../components/reports/MonthlyTrendsChart";
@ -16,10 +16,36 @@ import BudgetVsActualTable from "../components/reports/BudgetVsActualTable";
 import DynamicReport from "../components/reports/DynamicReport";
 import ReportFilterPanel from "../components/reports/ReportFilterPanel";
 import TransactionDetailModal from "../components/shared/TransactionDetailModal";
-import { computeDateRange, buildMonthOptions } from "../utils/dateRange";

 const TABS: ReportTab[] = ["trends", "byCategory", "overTime", "budgetVsActual", "dynamic"];

+function computeDateRange(
+  period: DashboardPeriod,
+  customDateFrom?: string,
+  customDateTo?: string,
+): { dateFrom?: string; dateTo?: string } {
+  if (period === "all") return {};
+  if (period === "custom" && customDateFrom && customDateTo) {
+    return { dateFrom: customDateFrom, dateTo: customDateTo };
+  }
+  const now = new Date();
+  const year = now.getFullYear();
+  const month = now.getMonth();
+  const day = now.getDate();
+  const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
+  let from: Date;
+  switch (period) {
+    case "month": from = new Date(year, month, 1); break;
+    case "3months": from = new Date(year, month - 2, 1); break;
+    case "6months": from = new Date(year, month - 5, 1); break;
+    case "year": from = new Date(year, 0, 1); break;
+    case "12months": from = new Date(year, month - 11, 1); break;
+    default: from = new Date(year, month, 1); break;
+  }
+  const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
+  return { dateFrom, dateTo };
+}
+
 export default function ReportsPage() {
  const { t, i18n } = useTranslation();
  const { state, setTab, setPeriod, setCustomDates, setBudgetMonth, setPivotConfig, setSourceId } = useReports();
@ -66,7 +92,18 @@ export default function ReportsPage() {
    return [];
  }, [state.tab, state.categorySpending, state.categoryOverTime]);

-  const monthOptions = useMemo(() => buildMonthOptions(i18n.language), [i18n.language]);
+  const monthOptions = useMemo(() => {
+    const now = new Date();
+    const currentMonth = now.getMonth();
+    const currentYear = now.getFullYear();
+    return Array.from({ length: 24 }, (_, i) => {
+      const d = new Date(currentYear, currentMonth - i, 1);
+      const y = d.getFullYear();
+      const m = d.getMonth() + 1;
+      const label = new Intl.DateTimeFormat(i18n.language, { month: "long", year: "numeric" }).format(d);
+      return { key: `${y}-${m}`, value: `${y}-${m}`, label: label.charAt(0).toUpperCase() + label.slice(1) };
+    });
+  }, [i18n.language]);

  const hasCategories = ["byCategory", "overTime"].includes(state.tab) && filterCategories.length > 0;
  const showFilterPanel = hasCategories || (state.tab === "trends" && sources.length > 1);
@ -84,7 +121,7 @@ export default function ReportsPage() {
                  const [y, m] = e.target.value.split("-").map(Number);
                  setBudgetMonth(y, m);
                }}
-                className="text-lg font-bold bg-[var(--card)] border border-[var(--border)] rounded-lg px-2 py-0.5 cursor-pointer hover:bg-[var(--muted)] transition-colors"
+                className="text-2xl font-bold bg-[var(--card)] border border-[var(--border)] rounded-lg px-3 py-1 cursor-pointer hover:bg-[var(--muted)] transition-colors"
              >
                {monthOptions.map((opt) => (
                  <option key={opt.key} value={opt.value}>
--- a/src/services/budgetService.ts
+++ b/src/services/budgetService.ts
@ -178,16 +178,6 @@ export async function deleteTemplate(templateId: number): Promise<void> {
  await db.execute("DELETE FROM budget_templates WHERE id = $1", [templateId]);
 }

-// --- Actuals helpers ---
-
-export async function getActualTotalsForYear(
-  year: number
-): Promise<Array<{ category_id: number | null; actual: number }>> {
-  const dateFrom = `${year}-01-01`;
-  const dateTo = `${year}-12-31`;
-  return getActualsByCategoryRange(dateFrom, dateTo);
-}
-
 // --- Budget vs Actual ---

 async function getActualsByCategoryRange(
--- a/src/shared/types/index.ts
+++ b/src/shared/types/index.ts
@ -142,7 +142,7 @@ export interface BudgetYearRow {
  depth?: number;
  months: number[]; // index 0-11 = Jan-Dec planned amounts
  annual: number;   // computed sum
-  previousYearTotal: number; // actual (transactions) total from the previous year
+  previousYearTotal: number; // total budget from the previous year
 }

 export interface ImportConfigTemplate {
--- a/src/utils/dateRange.test.ts
+++ b/src/utils/dateRange.test.ts
@ -1,123 +0,0 @@
-import { describe, it, expect, vi, beforeEach, afterEach } from "vitest";
-import { computeDateRange, buildMonthOptions } from "./dateRange";
-
-describe("computeDateRange", () => {
-  beforeEach(() => {
-    // Fix "now" to 2025-07-15 for deterministic tests
-    vi.useFakeTimers();
-    vi.setSystemTime(new Date(2025, 6, 15)); // July 15, 2025
-  });
-
-  afterEach(() => {
-    vi.useRealTimers();
-  });
-
-  it('returns empty object for "all" period', () => {
-    expect(computeDateRange("all")).toEqual({});
-  });
-
-  it('returns custom range for "custom" period', () => {
-    expect(computeDateRange("custom", "2025-01-01", "2025-06-30")).toEqual({
-      dateFrom: "2025-01-01",
-      dateTo: "2025-06-30",
-    });
-  });
-
-  it('falls back to default when "custom" has missing dates', () => {
-    const result = computeDateRange("custom");
-    // Should fall through to default (same as "month")
-    expect(result.dateFrom).toBe("2025-07-01");
-    expect(result.dateTo).toBe("2025-07-15");
-  });
-
-  it('computes "month" period (first of current month to today)', () => {
-    const result = computeDateRange("month");
-    expect(result).toEqual({ dateFrom: "2025-07-01", dateTo: "2025-07-15" });
-  });
-
-  it('computes "3months" period (3 months back)', () => {
-    const result = computeDateRange("3months");
-    expect(result).toEqual({ dateFrom: "2025-05-01", dateTo: "2025-07-15" });
-  });
-
-  it('computes "6months" period (6 months back)', () => {
-    const result = computeDateRange("6months");
-    expect(result).toEqual({ dateFrom: "2025-02-01", dateTo: "2025-07-15" });
-  });
-
-  it('computes "year" period (Jan 1st of current year)', () => {
-    const result = computeDateRange("year");
-    expect(result).toEqual({ dateFrom: "2025-01-01", dateTo: "2025-07-15" });
-  });
-
-  it('computes "12months" period (12 months back)', () => {
-    const result = computeDateRange("12months");
-    expect(result).toEqual({ dateFrom: "2024-08-01", dateTo: "2025-07-15" });
-  });
-
-  it("handles January rollover for 3months period", () => {
-    vi.setSystemTime(new Date(2025, 1, 10)); // Feb 10, 2025
-    const result = computeDateRange("3months");
-    expect(result).toEqual({ dateFrom: "2024-12-01", dateTo: "2025-02-10" });
-  });
-
-  it("handles January rollover for 6months period", () => {
-    vi.setSystemTime(new Date(2025, 0, 20)); // Jan 20, 2025
-    const result = computeDateRange("6months");
-    expect(result).toEqual({ dateFrom: "2024-08-01", dateTo: "2025-01-20" });
-  });
-
-  it("handles January rollover for 12months period", () => {
-    vi.setSystemTime(new Date(2025, 0, 5)); // Jan 5, 2025
-    const result = computeDateRange("12months");
-    expect(result).toEqual({ dateFrom: "2024-02-01", dateTo: "2025-01-05" });
-  });
-});
-
-describe("buildMonthOptions", () => {
-  beforeEach(() => {
-    vi.useFakeTimers();
-    vi.setSystemTime(new Date(2025, 6, 15)); // July 15, 2025
-  });
-
-  afterEach(() => {
-    vi.useRealTimers();
-  });
-
-  it("returns 24 month options", () => {
-    const options = buildMonthOptions("fr");
-    expect(options).toHaveLength(24);
-  });
-
-  it("starts with the current month", () => {
-    const options = buildMonthOptions("en");
-    expect(options[0].key).toBe("2025-7");
-    expect(options[0].value).toBe("2025-7");
-  });
-
-  it("ends 23 months ago", () => {
-    const options = buildMonthOptions("en");
-    expect(options[23].key).toBe("2023-8");
-    expect(options[23].value).toBe("2023-8");
-  });
-
-  it("handles January rollover correctly", () => {
-    vi.setSystemTime(new Date(2025, 0, 15)); // Jan 15, 2025
-    const options = buildMonthOptions("en");
-    expect(options[0].key).toBe("2025-1");
-    expect(options[1].key).toBe("2024-12");
-    expect(options[12].key).toBe("2024-1");
-  });
-
-  it("capitalizes the first letter of labels", () => {
-    const options = buildMonthOptions("fr");
-    for (const opt of options) {
-      expect(opt.label[0]).toBe(opt.label[0].toUpperCase());
-    }
-  });
-
-  it("labels contain year information", () => {
-    const options = buildMonthOptions("en");
-    expect(options[0].label).toContain("2025");
-  });
-});
--- a/src/utils/dateRange.ts
+++ b/src/utils/dateRange.ts
@ -1,66 +0,0 @@
-import type { DashboardPeriod } from "../shared/types";
-
-/**
- * Compute a date range (dateFrom / dateTo) based on the selected period.
- * Shared between useDashboard, useReports, DashboardPage and ReportsPage.
- */
-export function computeDateRange(
-  period: DashboardPeriod,
-  customDateFrom?: string,
-  customDateTo?: string,
-): { dateFrom?: string; dateTo?: string } {
-  if (period === "all") return {};
-  if (period === "custom" && customDateFrom && customDateTo) {
-    return { dateFrom: customDateFrom, dateTo: customDateTo };
-  }
-
-  const now = new Date();
-  const year = now.getFullYear();
-  const month = now.getMonth();
-  const day = now.getDate();
-
-  const dateTo = `${year}-${String(month + 1).padStart(2, "0")}-${String(day).padStart(2, "0")}`;
-
-  let from: Date;
-  switch (period) {
-    case "month":
-      from = new Date(year, month, 1);
-      break;
-    case "3months":
-      from = new Date(year, month - 2, 1);
-      break;
-    case "6months":
-      from = new Date(year, month - 5, 1);
-      break;
-    case "year":
-      from = new Date(year, 0, 1);
-      break;
-    case "12months":
-      from = new Date(year, month - 11, 1);
-      break;
-    default:
-      from = new Date(year, month, 1);
-      break;
-  }
-
-  const dateFrom = `${from.getFullYear()}-${String(from.getMonth() + 1).padStart(2, "0")}-${String(from.getDate()).padStart(2, "0")}`;
-
-  return { dateFrom, dateTo };
-}
-
-/**
- * Build an array of month options for the budget month dropdown.
- * Returns the last 24 months with localized labels.
- */
-export function buildMonthOptions(language: string): Array<{ key: string; value: string; label: string }> {
-  const now = new Date();
-  const currentMonth = now.getMonth();
-  const currentYear = now.getFullYear();
-  return Array.from({ length: 24 }, (_, i) => {
-    const d = new Date(currentYear, currentMonth - i, 1);
-    const y = d.getFullYear();
-    const m = d.getMonth() + 1;
-    const label = new Intl.DateTimeFormat(language, { month: "long", year: "numeric" }).format(d);
-    return { key: `${y}-${m}`, value: `${y}-${m}`, label: label.charAt(0).toUpperCase() + label.slice(1) };
-  });
-}
--- a/vite.config.ts
+++ b/vite.config.ts
@ -1,53 +1,33 @@
 import { defineConfig } from "vite";
 import react from "@vitejs/plugin-react";
 import tailwindcss from "@tailwindcss/vite";
-import { copyFileSync } from "fs";
-import { resolve } from "path";
-
-// Sync root CHANGELOG files to public/ so the app always shows the latest version history
-function syncChangelogs() {
-  const root = import.meta.dirname;
-  const files = ["CHANGELOG.md", "CHANGELOG.fr.md"];
-  for (const file of files) {
-    try {
-      copyFileSync(resolve(root, file), resolve(root, "public", file));
-    } catch {
-      // Ignore if source file doesn't exist
-    }
-  }
-}

 // @ts-expect-error process is a nodejs global
 const host = process.env.TAURI_DEV_HOST;

 // https://vite.dev/config/
-export default defineConfig(async () => {
-  // Sync changelogs before starting dev server or building
-  syncChangelogs();
+export default defineConfig(async () => ({
+  plugins: [react(), tailwindcss()],

-  return {
-    plugins: [react(), tailwindcss()],
-
-    // Vite options tailored for Tauri development and only applied in `tauri dev` or `tauri build`
-    //
-    // 1. prevent Vite from obscuring rust errors
-    clearScreen: false,
-    // 2. tauri expects a fixed port, fail if that port is not available
-    server: {
-      port: 1420,
-      strictPort: true,
-      host: host || false,
-      hmr: host
-        ? {
-            protocol: "ws",
-            host,
-            port: 1421,
-          }
-        : undefined,
-      watch: {
-        // 3. tell Vite to ignore watching `src-tauri`
-        ignored: ["**/src-tauri/**"],
-      },
+  // Vite options tailored for Tauri development and only applied in `tauri dev` or `tauri build`
+  //
+  // 1. prevent Vite from obscuring rust errors
+  clearScreen: false,
+  // 2. tauri expects a fixed port, fail if that port is not available
+  server: {
+    port: 1420,
+    strictPort: true,
+    host: host || false,
+    hmr: host
+      ? {
+          protocol: "ws",
+          host,
+          port: 1421,
+        }
+      : undefined,
+    watch: {
+      // 3. tell Vite to ignore watching `src-tauri`
+      ignored: ["**/src-tauri/**"],
    },
-  };
-});
+  },
+}));