docs(balance): ADR 0014 + reject 0012 + guide + changelog #209

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maximus merged 1 commit from issue-205-adr-0014-guide-changelog into main 2026-06-02 01:18:47 +00:00

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le king fu
ebc709a277 docs(balance): ADR 0014 + reject 0012 + guide + changelog (#205)
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Document Étape 1 of the balance audit (vehicle_type axis), already shipped
in #202/#203/#204:
- ADR 0014 (Accepted): fiscal envelope is an account attribute, the category
  is a pure asset class; Étape 2 (per-security detail) explicitly out of scope.
- ADR 0012 marked Rejected (never accepted, not Superseded) + pointer to 0014.
- User guide (markdown + in-app docs.balance i18n FR/EN): optional fiscal
  envelope, the two chart axes, type renaming, and the historical-reclass note.
- CHANGELOG.md + CHANGELOG.fr.md [Unreleased]: Added (envelope field, envelope
  axis, collapsible returns) + Changed (asset-class category, CELI/REER reclass,
  rename no longer alters translation, historical-reclass note).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-01 21:15:06 -04:00