Step 0 of the balance audit (docs/audit-bilan-2026-05.md):
- #198 terminology: "category" -> "type" across the balance UI + user guide
(avoids collision with transaction categories); relabel Cash/Funds-ETF;
gloss "snapshot" at first use. i18n FR/EN in lockstep.
- #199 make the ticker symbol optional for priced accounts (only needed for
the price-fetch button; manual quantity x price never used it).
- #200 allow moving an existing snapshot's date: atomic date move + line
rewrite in one transaction; collision on the target date rolls back with a
typed snapshot_date_exists error.
No schema change. Build (tsc + vite) and balance.service tests green.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Two-expert critique (CPA/financial planner + fintech product designer) of
the Balance page, prioritized by severity x effort. Root finding: the flat
model conflates tax vehicle and asset class, blocking the aggregated ->
detailed progression. Defines a 3-step additive trajectory (quick wins ->
vehicle axis -> per-security holdings) and recommends superseding ADR 0012.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
