# Changelog

## [Unreleased]

### Added
- Budget table: previous year total column displayed as first data column for baseline reference (#16)

### Fixed
- Dashboard: level 4+ categories now appear under their parent instead of at the bottom of the section (#23)
- Dashboard: category hierarchy now supports arbitrary nesting depth (#23)

### Changed
- Dashboard: pie chart takes 1/3 width instead of 1/2, giving more space to the budget table (#23)
- Dashboard: pie chart labels now shown only on hover via tooltip instead of permanent legend (#23)

## [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