feat(reports): hierarchical real-vs-real compare with subtotals (#247) #249

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maximus wants to merge 1 commit from issue-247-compare-hierarchique into issue-243-netting-transferts

Author	SHA1	Message	Date
le king fu	f3e8e94b16	feat(reports): hierarchical real-vs-real compare with subtotals Render the real-vs-real comparable report as a parent/child category tree with subtotal rows, mirroring the budget report — rows grouped into expense/income/transfer sections with per-section and grand totals and a subtotals-on-top/bottom toggle. The compare service now builds the tree on top of the flat per-category deltas, so leaf-category figures are unchanged and the #243 transfer netting is preserved (a balanced transfer group subtotals to ~0, i.e. the group's net). - reportService: buildCompareTree() synthesizes subtotal rows from the flat leaves + category metadata; getCompareMonthOverMonth/YoY return the tree (COMPARE_DELTA_SQL and rowsToDeltas untouched). - CategoryDelta gains optional parent_id/is_parent/depth/category_type. - ComparePeriodTable: sections, depth indentation, reorderRows toggle, section/grand net totals. - Cartes top-movers and ComparePeriodChart filter to leaf rows only. - reorderRows constraint loosened to the two fields it reads. - i18n (FR+EN) section labels; CHANGELOG entries. Resolves #247 Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>	2026-07-04 17:32:38 -04:00

Author

SHA1

Message

Date

le king fu

f3e8e94b16

feat(reports): hierarchical real-vs-real compare with subtotals

Render the real-vs-real comparable report as a parent/child category tree
with subtotal rows, mirroring the budget report — rows grouped into
expense/income/transfer sections with per-section and grand totals and a
subtotals-on-top/bottom toggle. The compare service now builds the tree on
top of the flat per-category deltas, so leaf-category figures are unchanged
and the #243 transfer netting is preserved (a balanced transfer group
subtotals to ~0, i.e. the group's net).

- reportService: buildCompareTree() synthesizes subtotal rows from the flat
  leaves + category metadata; getCompareMonthOverMonth/YoY return the tree
  (COMPARE_DELTA_SQL and rowsToDeltas untouched).
- CategoryDelta gains optional parent_id/is_parent/depth/category_type.
- ComparePeriodTable: sections, depth indentation, reorderRows toggle,
  section/grand net totals.
- Cartes top-movers and ComparePeriodChart filter to leaf rows only.
- reorderRows constraint loosened to the two fields it reads.
- i18n (FR+EN) section labels; CHANGELOG entries.

Resolves #247

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

2026-07-04 17:32:38 -04:00