feat(balance): detail-account wizard (pivot date) (#215) #225

Merged
maximus merged 1 commit from issue-215-detail-wizard into main 2026-06-10 01:07:59 +00:00

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Author SHA1 Message Date
le king fu
9608fd3618 feat(balance): detail-account wizard (toggle to detailed at pivot date) (#215)
Adds a light confirmation modal (DetailAccountWizard) that flips a simple
balance account to detailed entry mode: sets kind='detailed' and
detailed_since = today (local civil day, YYYY-MM-DD) via updateBalanceAccount.
Toggle-only — no title capture; per-security holdings are entered at the next
normal snapshot, where validateDetailedSnapshot requires them from the pivot on.

Entry point: a 'Détailler en titres' action in the per-row actions menu of
BalanceAccountsTable, shown only for kind==='simple' rows (replaces the disabled
'Détail / coming soon' placeholder). Past aggregated history stays frozen
read-only. The flip is one-way: the #212 service backstop rejects
detailed -> simple once holdings exist, and the UI exposes no inverse action.

Exports buildDetailToggleInput() as a pure helper for a focused unit test
(project has no jsdom harness). FR/EN i18n under balance.detailWizard.*; removed
the now-dead balance.overview.detailAction / detailComingSoon keys.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-06 13:55:58 -04:00