# Changelog

## [Unreleased]

### Added

- Balance: **per-security snapshot entry**. A *detailed* account is now entered title by title — each holding has its own row with a security picker (autocomplete over your existing securities, with inline creation of a new ticker), quantity, price (with the optional automatic price fetch), cost basis, and a live unrealized-gain figure. The account's value is the displayed sum of its positions. Simple accounts are unchanged. The security picker accepts any normalized symbol (UPPER/TRIM) — there is no live ticker validation, since the price fetch is a separate, best-effort step; you choose the asset class (Stock / Crypto) when creating a new symbol (#214).
- Balance: an existing snapshot's date can now be moved. The date field is editable in edit mode — change it and save, and the snapshot (with all its lines) is moved to the new date inside a single atomic transaction. If another snapshot already occupies the target date, the move is rejected with a clear message and nothing changes (#200).
- Balance: **fiscal envelope on accounts**. An account can now carry an optional fiscal envelope (Non-registered, TFSA, RRSP, RRIF, FHSA, RESP — or none), set via a dropdown in the account form. This is a separate axis from the account's type (asset class), so an account holding stocks inside a TFSA is finally expressible — type *Stocks* + envelope *TFSA*. Migration v12 adds the nullable `balance_accounts.vehicle_type` column with a CHECK on the enum and backfills the former TFSA/RRSP accounts (#202, #203).
- Balance: **stacked-chart envelope axis**. The stacked evolution chart gains an axis sub-toggle — **By asset class** (default, unchanged behaviour) or **By envelope** (groups by fiscal envelope, with a "None" bucket for accounts without one). Read your net worth by what you hold *or* by where it's sheltered (#204).
- Balance: **collapsible return columns**. The accounts table's four Modified Dietz return columns (3M / 1Y / since inception / unadjusted) are now collapsed by default behind a show/hide toggle; the choice is persisted across sessions (`user_preferences.balance_show_returns`) to reduce visual noise for users who only track values (#204).

### Changed

- Balance: clearer terminology. Account groupings (Cash, TFSA, RRSP, etc.) are now consistently called **types** across the balance UI and user guide, to avoid confusion with transaction *categories* (a separate module). The "Cash" type is now labelled **Cash** (FR: Liquidités) and "Mutual fund" becomes **Funds / ETF** (FR: Fonds / FNB). The wording of *snapshot* is unchanged but glossed on first use (#198).
- Balance: **a type is now a pure asset class**. The standard types are the five asset classes — Cash, Funds / ETF, Stocks, Crypto, Other. The fiscal envelopes that used to be types (TFSA, RRSP) are no longer types: they moved to the new per-account fiscal-envelope attribute. On migration, existing TFSA/RRSP accounts are reclassed to the **Other** asset class while carrying their envelope (`tfsa`/`rrsp`); the `tfsa`/`rrsp` seed types are deactivated and disappear from the type dropdowns (migrations v12 + v13). New profiles seed five asset classes; the TFSA/RRSP starter accounts now sit under *Other* with their envelope set. Your amounts and history are unchanged — only the grouping changes (#202).
- Balance: **historical reclass note**. The "by asset class" chart axis is recomputed on each account's *current* type, so a snapshot taken *before* this migration for a former TFSA/RRSP account now appears under **Other** on that axis (it no longer shows under "TFSA"/"RRSP"). This is expected — the new **by envelope** axis still surfaces those CELI/REER, and no value or history is altered (#204).
- Balance: **renaming a type no longer breaks the translation** (bug fix). Renaming a type used to overwrite its i18n key with the free text, clobbering the FR/EN translation. The custom name is now stored separately in `balance_categories.custom_label`, and the original translation key is never touched (and reappears if you clear the custom name). Migration v12 also defensively recovers any seed type whose translation key had already been clobbered by an earlier rename (#202, #203).

### Fixed

- Balance: the symbol (ticker) is now optional for accounts in a priced type. A priced account can be created or edited without a symbol — manual valuation (quantity × unit price) never needed it; a symbol is only required to use the automatic price-fetch button (#199).

## [0.9.1] - 2026-05-10

### Added

- Bilan: 4 starter accounts (Checking account, TFSA, RRSP, Non-registered account) are seeded for new profiles, and a one-shot opt-in modal proposes them to existing profiles on their first /balance visit. Default-checked checkboxes; existing accounts with the same name + category disable the matching row with a "Already exists" tooltip. Confirming or dismissing both write `user_preferences.balance_starter_proposed` so the modal never re-appears. ADR 0012 (Proposed) captures the future two-level vehicle × composition model (#179).

### Changed

- **Price-fetching activated** — `maximus-api` `/v1/prices` is live in production since 2026-05-05. The premium price-fetching feature shipped in 0.9.0 (#160) is now functionally available end-to-end (#161).
- **Settings reorganized into 3 sub-pages** — the single 12-card `Settings` page is split into a hub (`/settings`) that links to three thematic sub-pages: `/settings/users` (accounts, licenses, user guide), `/settings/data` (categories, backup, price-fetch privacy) and `/settings/systems` (version, update, version history, logs + feedback). The user guide and changelog, previously full-page routes, are now embedded inside their parent sub-page; the legacy `/docs` and `/changelog` URLs redirect to keep external bookmarks and release-note links working. The token-store fallback security banner is now rendered once at the top of the settings layout, visible from every main settings sub-page (#190).
- **App icon** — replaced the default Tauri scaffolding icon with a custom design: a robot-faced calculator with a privacy lock on the Enter / `=` key. Conveys the four product values — robot (assistant), simplicity (geometric shapes), accounting (calculator), privacy (lock). Source SVG kept at `src-tauri/icons/icon.svg` for future iterations; all 16 platform-specific raster sizes regenerated via `tauri icon`. Web favicon and window `<title>` updated too (was *"Tauri + React + Typescript"* from the default scaffold).
- Bilan: replaced empty /balance state with a 2-step onboarding card (Create an account → Enter a snapshot) so users no longer see a confusing "no snapshot" screen before any account exists. The "+ New snapshot" button is hidden until at least one account exists. The /balance/snapshot empty-state copy now clarifies what an account is vs. what a snapshot is (#178).

### Fixed

- Bilan: fix SQLite "misuse of aggregate function MIN()" error when loading /balance with existing snapshots; replaced aggregate-in-WHERE pattern with ROW_NUMBER() window function in getAccountsPeriodAnchor (#175).
- Bilan: snapshot save now uses atomic BEGIN/COMMIT and validates all lines before any DB write, preventing orphan snapshot rows when validation fails. Migration v11 cleans existing orphans (#176).
- Bilan: snapshot date picker on `/balance/snapshot` now closes after a date is selected on Linux (WebKitGTK), instead of staying open until the user pressed Esc. Workaround calls `blur()` on the input after each change — no-op on Windows WebView2 / macOS WKWebView, where the picker already auto-closes (#177).
- Updated `postcss` dependency (8.5.6 → 8.5.13) to address moderate severity advisory GHSA-qx2v-qp2m-jg93 (XSS via unescaped `</style>` in CSS stringifier). Transitive via vite, build-time only — no runtime impact on the shipped Tauri binary (#180).
- WebKitGTK date picker workaround extended to the remaining 7 native `<input type="date">` fields across 4 components (Transactions filter bar, Adjustments form, Link Transfers modal, Period selector). Each onChange handler now calls `e.currentTarget.blur()` to dismiss the native popup on Linux Tauri WebView — no-op on Windows WebView2 / macOS WKWebView. Same approach as #177 (#188).
- Bilan: post-merge cleanup of suggestions raised in the #182-#185 reviews. Six fixes bundled: (1) `getStarterCollisions` now filters `archived_at IS NULL` so re-creating a voluntarily archived starter is no longer blocked; (2) `proposeStarterAccounts` re-checks each (name, category) collision in-transaction before INSERT as defense-in-depth (skips silently on hit, no UNIQUE constraint added); (3) brand-new profiles now get `balance_starter_proposed` pre-seeded in `consolidated_schema.sql` so the StarterAccountsModal never briefly opens with all-collisions on first /balance visit; (4) `/balance` now hides the period selector, evolution chart and accounts table while the empty-state onboarding card is shown (avoids three stacked empty messages); (5) `BalanceOnboardingCard.Step` now calls `useTranslation()` directly instead of receiving `t` as a prop; (6) `return_calculator.rs` Modified Dietz formula doc block is wrapped in a `text` fence so `cargo test --doc` no longer fails to compile pseudo-math as Rust (#187).

## [0.9.0] - 2026-04-29

### Added
- **Balance sheet — `asset_type` column on priced categories** (route `/balance/accounts`): priced balance categories now carry an explicit `asset_type` (`stock` or `crypto`) that drives PriceFetchControl provider routing without relying on symbol heuristics (e.g. ETH = Ethan Allen NYSE *and* Ethereum crypto are no longer ambiguous). Migration v10 adds a nullable column and backfills the two seeded priced categories (`stock`, `crypto`) with their matching values; legacy custom priced rows stay NULL until a future edit-category UI lets the user fill them in. The category creation form (Categories tab) now shows an asset-type selector when `kind = priced` and rejects submission until a value is picked. The snapshot editor hides the price-fetch button on priced rows whose `asset_type` is still NULL — manual entry remains the only path on those legacy rows. (#169)
- **Balance sheet — documentation and ADRs** (`docs/`): closes the Bilan milestone with the documentation pass. `docs/architecture.md` now lists the 5 new tables (`balance_categories`, `balance_accounts`, `balance_snapshots`, `balance_snapshot_lines`, `balance_account_transfers`), the 7 new indexes, the SQL CHECK and FK invariants (CAD-only, kind invariants, `RESTRICT` on `transaction_id` for Modified Dietz reproducibility), the `balance.service.ts` 4-section layout (CRUD / snapshots+lines / returns+transfers / prices), the 3 page-scoped hooks (`useBalanceAccounts`, `useSnapshotEditor`, `useBalanceOverview`), the `compute_account_return` Tauri command (with the `fetch_price` future-Phase-5 mention), and the 3 new `/balance*` routes. Three new ADRs land alongside: **0008 — Modified Dietz** (justifies the choice vs. ROI / TWR / IRR with reference to `return_calculator.rs`); **0009 — Proxy price-fetching via maximus-api** (architecture documented now, implementation stays BLOCKED by maximus-api Phase 2 — covers privacy considerations like header stripping, no `(symbol, license)` log correlation and the fixed `simpl-resultat` UA, the Yahoo + CoinGecko provider abstraction, the Bearer auth strategy, the client + server rate limiting and the dual-side premium gating); **0010 — FK RESTRICT on `balance_account_transfers.transaction_id`** (justifies the integrity over friction trade-off for Modified Dietz reproducibility). The user guide gains a new *Balance sheet* section walking through snapshot entry (simple + priced), transfer linking, multi-horizon return reading (3M / 1Y / since inception with the side-by-side unadjusted column), with the price-fetching premium flagged "coming in Phase 5". `docs.balance.*` i18n keys (FR + EN) ship so the in-app guide reflects the new section (#145)
- **Balance sheet — cross-cutting integration test suite** (test infrastructure): closes out the *Bilan* feature with a layer of integration tests that exercise the whole TypeScript surface in a single happy-path flow (account → priced category → priced snapshot → linked transfer → return) plus dedicated assertions for currency lock (CAD-only at the MVP, rejected at both the service layer and SQL CHECK), priced-kind tolerance safety (a bad save must NOT clear pre-existing lines), `computeAccountReturn` wiring (active-profile resolution, ISO date forwarding, partial-period payload pass-through). Three new Rust integration tests apply migration v9 on top of a seeded v1 schema with pre-existing transactions to verify (1) no row loss / data mutation, (2) link / unlink transfer round-trip on real transaction ids, (3) the FK RESTRICT chain (linked transaction deletion blocked, unblocked after unlink), (4) the v1 `categories.id` and v9 `balance_categories.id` namespaces coexist independently. A non-regression source-level test on `TransactionTable.tsx` locks down the inlined transfer icon contract: optional prop, optional-chaining short-circuit, i18n keys, aria-label, shared description-cell layout — so the page renders identically when no transfers are linked. (#144)
- **Balance sheet — Modified Dietz returns and transfer linking** (route `/balance`): per-account performance now ships. New Rust module `commands/return_calculator.rs` implements the Modified Dietz formula `R = (V_end − V_start − ΣCF_i) / (V_start + ΣW_i × CF_i)` with day-precision contribution weights `W_i = (T − t_i) / T`, plus `(1 + R)^(365/T) − 1` annualization. Edge cases — missing endpoint snapshot, no flows tagged in the period, account created mid-period, depleted-then-refilled, zero-length period — are surfaced with explicit `is_partial` / `has_no_transfers_warning` flags so the UI shows a clean dash + tooltip instead of a confusing number. The new Tauri command `compute_account_return(account_id, period_start, period_end)` runs three short SQL reads against the active profile DB (latest snapshot ≤ period start, latest snapshot ≤ period end, transfers JOINed with transactions filtered to the period) and feeds the calculator. Seven co-located TDD tests cover every case before the implementation. The accounts table on `/balance` now shows four extra columns side-by-side: 3M / 1Y / Since-inception (Modified Dietz) plus an *Unadjusted* column showing the simple `(V_end − V_start) / V_start` so the user can see at a glance how much of the return came from contribution timing. Each row's actions menu gains a *Link transfers* item that opens a multi-select modal with date range / category / free-text filters; the modal auto-proposes the direction (`in` for negative bank amounts, `out` for positive) and the user can flip it per row before submitting. Transactions linked to one or more balance accounts now show a small `Link2` icon next to the description in the *Transactions* page, with a tooltip listing the account name(s) and direction(s). Bulk transaction-deletion paths (per-imported-file and clear-all) now pre-check for any link in `balance_account_transfers` and surface a typed `TransactionLinkedToBalanceError` ("This transaction is linked to balance account X — unlink it before deleting") instead of leaking the raw SQLite FK error. The evolution chart on `/balance` now overlays vertical reference lines at every linked-transfer date (green for `in`, red for `out`). New i18n keys under `balance.returns.*`, `balance.accountsTable.*`, `balance.transfers.*`, `balance.evolution.*`, `transactions.transferIcon.*` (FR + EN) (#142)
- **Balance sheet — `/balance` overview page, evolution chart and sidebar entry** (route `/balance`): fourth slice of the *Bilan* feature finally surfaces it in the navigation. The new page composes (1) an overview card with the latest aggregate net worth, the Δ% versus the previous chronological snapshot (rendered as "—" when only one snapshot exists), a 60-day staleness warning when the latest snapshot is older than that threshold, and a *New snapshot* CTA pointing at `/balance/snapshot`; (2) a period selector (3 months / 6 months / 1 year / 3 years / All) that re-fetches every series in parallel; (3) an evolution chart with two modes — *Line* (single series of `SUM(value) GROUP BY snapshot_date`) and *Stacked by category* (one Recharts `<Area stackId>` per `balance_categories.key`); (4) an accounts table listing every active account with its latest snapshot value, the per-account Δ% over the active period (latest value vs the value at the earliest snapshot inside the window — null when no anchor exists, rendered as "—"), and an actions menu (Details placeholder, Archive). Return-metric columns (3M / 1Y / since-creation / unadjusted) are reserved for a later release with a `TODO` marker. The sidebar now exposes the *Balance sheet* entry (`Wallet` icon) between *Reports* and *Settings*. The service grows three time-series helpers: `getSnapshotTotalsByDate(range?)`, `getSnapshotTotalsByCategoryAndDate(range?)`, `getAccountsLatestSnapshot()` and a per-account anchor query `getAccountsPeriodAnchor(range)` — all guarded by unit tests. New `useBalanceOverview` hook (scoped `useReducer`) drives the page state. New i18n keys under `balance.overview.*`, `balance.period.*`, `balance.chart.*` plus `nav.balance` (FR + EN) (#141)
- **Balance sheet — priced kind (quantity × unit price)** (routes `/balance/accounts` and `/balance/snapshot`): third slice of the *Bilan* feature. Categories now expose a *kind* selector at creation: `simple` (direct value entry) or `priced` (`quantity × unit_price`). Accounts linked to a priced category require a symbol. The snapshot editor dispatches on the account's category kind: simple accounts keep their single value field, priced accounts get three inputs — `quantity`, `unit_price` (both required) and a read-only `value` field computed live from `quantity × unit_price` (rounded to 2 decimals). A `[Manual]` / `[Manuel]` attribution tag is shown on each priced row; the future `[via Maximus on YYYY-MM-DD]` tag will land with automatic price-fetching. The *Prefill from previous* button now copies quantities for priced accounts but leaves unit prices blank (a fresh price must be entered each time). The service validates priced lines ahead of the SQL CHECK: kind invariants (priced lines must carry both quantity and unit_price; simple lines must carry neither) and a value-match invariant `|value − quantity × unit_price| ≤ 0.01` (one cent tolerance to absorb floating-point drift). Category deletion now blocks earlier and surfaces a richer error: a category linked to one or more accounts shows a dismissable banner listing the count and up to three account names so the user knows exactly which accounts to archive first; seeded categories remain protected at the service layer with their button disabled in the UI. New i18n keys `balance.category.kind.*`, `balance.category.form.kindLabel/kindHint*`, `balance.category.error.has_accounts`, `balance.snapshot.priced.*` (FR + EN) (#140)
- **Balance sheet — snapshot editor (simple kind)** (route `/balance/snapshot`): second slice of the *Bilan* feature. The new page lets you create or edit a dated snapshot of your balance: pick a date (defaulting to today), enter the value of each active account grouped by category, and save. The mode is driven by the `?date=` query parameter — when a snapshot already exists at that date the page automatically flips into edit mode (the underlying `balance_snapshots.snapshot_date` UNIQUE constraint guarantees one snapshot per day). The date of an existing snapshot is immutable: to change it, delete the snapshot and create a new one. A *Prefill from previous snapshot* button copies values from the most recent earlier snapshot (simple-kind accounts only — priced accounts will be handled when the priced editor lands in a later release). A *Delete* button surfaces a double-confirmation modal that requires retyping the snapshot date before the destructive action is enabled. Only simple-kind values are accepted at this stage (`quantity` and `unit_price` are kept `NULL`); the priced editor (quantity × unit price + price fetch) ships in a later release. New `useSnapshotEditor` hook (scoped `useReducer` covering the full lifecycle) and two new components `SnapshotEditor` + `SnapshotLineRow`. FR/EN i18n under `balance.snapshot.*` (#146)
- **Balance sheet — schema foundation and accounts page** (route `/balance/accounts`): first slice of the upcoming *Bilan* feature. New SQL migration v9 introduces 5 tables (`balance_categories`, `balance_accounts`, `balance_snapshots`, `balance_snapshot_lines`, `balance_account_transfers`) with 7 indexes and seeds 7 standard categories — Cash, TFSA, RRSP, Mutual Fund, Other (simple kind) plus Stock and Crypto (priced kind). The `currency` column is hardcoded to `CAD` via a CHECK constraint at the MVP — multi-currency support will come in a later release. The new accounts page exposes two tabs: *Accounts* (full CRUD over the user's holdings, soft-archive instead of hard delete to preserve historic snapshots) and *Categories* (rename any category, create simple-kind ones, delete user-created ones — seeded categories are protected). The full FR/EN i18n coverage uses keys under `balance.*`. Snapshots, transfers, returns and the price-fetching premium remain to ship in upcoming issues; for now the route is reachable directly via URL (no sidebar entry yet) (#138)

- **Price-fetching premium for stocks (best-effort) and crypto (direct exchanges)** — privacy preserved via maximus-api proxy. Privacy toggle in Settings to revoke consent (server activation pending — feature dormant until maximus-api `/v1/prices` ships). (#160)

### Changed
- **License Ed25519 public key** rotated to match the freshly deployed `maximus-api` license server (now live at `https://api.lacompagniemaximus.com`). No production licenses had been issued against the previous key, so this change is invisible to existing users — but `/licenses/activate` now answers, so machine activation (Issue #53) is unblocked once this release ships. The matching private key lives only on the server (#49)

### Fixed
- **Category zoom report** (`/reports/category`): the category combobox dropdown now renders the full list in proper hierarchical DFS order — each root is emitted before its descendants, with siblings sorted by `sort_order` then display name. Previously the list was ordered by `sort_order` globally (from a SQL `ORDER BY sort_order, name`), which interleaved parents and children from different sub-trees that shared the same `sort_order`, producing scrambled indentation and a mis-leading tree. Filtering (accent-insensitive search) still behaves identically (#126)

## [0.8.4] - 2026-04-21

### Added
- **Settings banner (90-day) and permanent Restore action to roll back a category migration from the automatic pre-migration backup** (Settings → *Categories*): after a v2→v1 migration, a dismissable banner (`ShieldCheck` icon) now appears at the top of the Categories card for 90 days, pointing at the automatic SREF backup written by `categoryBackupService`. A dedicated *Restore a backup* entry stays available below the migrate link as long as a migration is recorded — even past the 90-day window — so the rollback is never lost. The confirm modal reads the `last_categories_migration` journal for its timestamp and backup path, enforces a two-step confirmation with a red *Restore* button, falls back to a file picker when the recorded path is missing on disk, prompts for the profile PIN when the SREF file is encrypted, and on success resets `categories_schema_version=v2` and stamps `reverted_at` on the journal before reloading the app. The banner hides automatically once the migration has been reverted. New Tauri command `file_exists` for the pre-flight presence check, new `categoryRestoreService` wrapping `read_import_file` + `importTransactionsWithCategories` with stable error codes (#122)
- **3-step category migration page** (route `/settings/categories/migrate`, Settings → *Migrate to the standard structure*): legacy v2 profiles can now opt in to migrate to the new v1 IPC taxonomy through a guided flow — *Discover* (read-only tree reused from the guide page), *Simulate* (3-column dry-run table with high / medium / low / needs-review confidence badges, a clickable side panel showing the first 50 affected transactions per row, inline target picker for unresolved rows, next button blocked until every row is resolved), and *Consent* (checklist + optional PIN field for protected profiles + 4-step loader). On confirm, the page creates a verified SREF backup via `categoryBackupService` (mandatory, abort on failure with no DB write) and then runs an atomic SQL transaction via the new `categoryMigrationService.applyMigration(plan, backup)` — BEGIN → INSERT v1 taxonomy → UPDATE transactions / budgets / budget_templates / keywords / suppliers to the new v1 category ids → reparent custom categories under a new *Custom categories (migration)* parent → soft-deactivate the v2 seed categories → bump `categories_schema_version='v1'` and journal the run in `user_preferences.last_categories_migration` → COMMIT. Any thrown error triggers ROLLBACK so the profile stays in its pre-migration state. Success and error screens surface the backup path and (for success) the counts of rows inserted / transactions, keywords and budgets migrated (#121)
- **Dashboard banner inviting v2 profiles to discover the new v1 IPC category taxonomy**: legacy profiles (tagged `categories_schema_version='v2'`) now see a dismissable banner at the top of the Dashboard pointing to the new standard categories guide page. The banner is non-destructive (read-only CTA, no category changes), only shown to v2 profiles (new v1-seeded profiles never see it), and its dismissal is persisted in `user_preferences` under `categories_v1_banner_dismissed` so it never reappears once closed (#118)
- **Standard categories guide page** (Settings → *Standard category structure*, route `/settings/categories/standard`): new read-only page that exposes the full v1 IPC taxonomy as a navigable tree with expand/collapse per root, a live category counter (roots · subcategories · leaves · total), accent-insensitive full-text search over translated names, hover tooltips showing the `i18n_key` / type / ID of each node, and a *Export as PDF* button that triggers the browser print dialog. A dedicated `@media print` rule forces every branch to render fully expanded regardless of the on-screen collapse state. All labels resolve via `categoriesSeed.*` with `name` as fallback for future custom rows. No database writes, no destructive actions (#117)
- **IPC-aligned categories seed for new profiles**: brand-new profiles are now seeded with the v1 IPC (Indice des prix à la consommation) taxonomy — a structured hierarchy aligned with Statistics Canada consumer price index categories. Category labels are now translated dynamically from the `categoriesSeed.*` i18n namespace (FR/EN), so seed categories display in the user's current language. Existing profiles remain on the legacy v2 seed, marked via a new `categories_schema_version` user preference (a later migration wizard will offer the v2→v1 transition). Internally: nullable `categories.i18n_key` column added in migration v8 (additive only), `src/data/categoryTaxonomyV1.json` bundled as the TS-side source of truth, `CategoryTree` and `CategoryCombobox` renderers fall back to the raw `name` when no translation key is present (user-created rows) (#115)

## [0.8.3] - 2026-04-19

### Added
- **Cartes report — Monthly / YTD toggle** (`/reports/cartes`): new segmented toggle next to the reference-month picker flips the four KPI cards (income, expenses, net balance, savings rate) between the reference-month value (unchanged default) and a Year-to-Date cumulative view. In YTD mode, the "current" value sums January → reference month, MoM delta compares it to the same-year Jan → (refMonth − 1) window (null for January), YoY delta compares it to Jan → refMonth of the previous year, and the savings rate uses the YTD income/expenses. The 13-month sparkline, top movers, seasonality and budget adherence cards remain monthly regardless of the toggle. The savings-rate tooltip now reflects the active mode. Choice persisted in `localStorage` (`reports-cartes-period-mode`) (#102)
- **User guide — Cartes section**: new dedicated section documenting the four KPI formulas, the Monthly/YTD toggle, the sparkline, top movers, seasonality and budget adherence rules, along with the savings-rate edge case ("—" when income is zero) (#102)
- **Cartes report**: help tooltip on the savings-rate KPI explaining the formula — `(income − expenses) ÷ income × 100`, computed on the reference month (#101)
- **Trends report — by category** (`/reports/trends`): new segmented toggle to switch the category-evolution chart between stacked bars (default, unchanged) and a Recharts stacked-area view (`<AreaChart stackId="1">`) that shows total composition over time. Both modes share the same category palette and SVG grayscale patterns. The chosen type is persisted in `localStorage` (`reports-trends-category-charttype`) (#105)

### Changed
- **Category zoom report** (`/reports/category`): the category picker is now a typeable, searchable combobox with accent-insensitive matching, keyboard navigation (↑/↓/Enter/Esc) and hierarchy indentation, replacing the native `<select>` (#103)
- **Compare report — Actual vs. actual** (`/reports/compare`): the table now mirrors the rich 8-column structure of the Actual vs. budget table, splitting each comparison into a *Monthly* block (reference month vs. comparison month) and a *Cumulative YTD* block (progress through the reference month vs. progress through the previous window). MoM cumulative-previous uses Jan → end-of-previous-month of the same year; YoY cumulative-previous uses Jan → same-month of the previous year. The chart remains a monthly-only view (#104)
- **Highlights report** (`/reports/highlights`): the monthly tiles (current-month balance, top movers vs. previous month) now default to the **previous calendar month** instead of the current one, matching the Cartes and Compare reports. The YTD tile stays pinned to Jan 1st of the current civil year. A new reference-month picker lets you pivot both the monthly balance and the top-movers comparison to any past month; the selection is persisted in the URL via `?refY=YYYY&refM=MM` so the view is bookmarkable. The hub highlights panel follows the same default (#106)

### Fixed
- **Cartes report**: removed the non-functional period selector — the Cartes report is a "month X vs X-1 vs X-12" snapshot, so only the reference-month picker is needed (#101)
- **Cartes report**: savings-rate KPI now shows "—" instead of "0 %" when the reference month has no income (division by zero is undefined, not zero) (#101)
- **Cartes report — budget adherence**: the card was always saying "no budgeted categories this month" even when budgets were defined on expense categories. Root cause: expense budgets are stored signed-negative, and the filter/comparison used raw values instead of absolutes. Categories, in-target counts, and worst-overrun amounts are now all computed on absolute values (#112)

## [0.8.2] - 2026-04-17

### Added
- **Feedback Hub widget** (Settings → Logs): a *Send feedback* button in the Logs card opens a dialog to submit suggestions, comments, or bug reports to the central Feedback Hub. A one-time consent prompt explains that submission reaches `feedback.lacompagniemaximus.com` — an explicit exception to the app's 100% local operation. Three opt-in checkboxes (all unchecked by default): include navigation context (page, theme, viewport, app version, OS), include recent error logs, identify with your Maximus account. Routed through a Rust-side command so nothing is sent unless you press *Send* (#67)
- **Cartes report** (`/reports/cartes`): new dashboard-style sub-report in the Reports hub. Combines four KPI cards (income, expenses, net balance, savings rate) showing MoM and YoY deltas simultaneously with a 13-month sparkline highlighting the reference month, a 12-month income vs. expenses overlay chart (bars + net balance line), top 5 category increases and top 5 decreases vs. the previous month, a budget-adherence card (N/M on-target plus the three worst overruns with progress bars), and a seasonality card that compares the reference month against the same calendar month from the two previous years. All data comes from a single `getCartesSnapshot()` service call that runs its queries concurrently (#97)

### Changed
- **Compare report** (`/reports/compare`): reduced from three tabs (MoM / YoY / Budget) to two modes (Actual vs. actual / Actual vs. budget). The actual-vs-actual view now has an explicit reference-month dropdown in the header (defaults to the previous month), a MoM ↔ YoY sub-toggle, and a grouped side-by-side bar chart (two bars per category: reference period vs. comparison period). The URL `PeriodSelector` stays in sync with the reference month picker (#96)

## [0.8.0] - 2026-04-14

### Added
- **Reports hub**: `/reports` is now a hub surfacing a live highlights panel (current month + YTD net balance with sparklines, top movers vs. last month, top recent transactions) and four navigation cards to dedicated sub-reports (#69–#76)
- **Highlights report** (`/reports/highlights`): balance tiles with 12-month sparklines, sortable top movers table, diverging bar chart, recent transactions list with 30/60/90 day window toggle (#71)
- **Trends report** (`/reports/trends`): internal sub-view toggle between global flow (income vs. expenses) and by-category evolution, chart/table toggle on both (#72)
- **Compare report** (`/reports/compare`): tab bar for Month vs. Previous Month, Year vs. Previous Year, and Actual vs. Budget; diverging bar chart centered on zero for the first two modes (#73)
- **Category zoom** (`/reports/category`): single-category drill-down with donut chart of subcategory breakdown, monthly evolution area chart, and filterable transactions table (#74)
- **Contextual keyword editing**: right-click any transaction row to add its description as a categorization keyword; a preview dialog shows every transaction that would be recategorized (capped at 50, with an opt-in checkbox for N+) before you confirm. Available on the category zoom, the highlights list, and the main transactions page (#74, #75)
- **Bookmarkable period**: the reports period now lives in the URL (`?from=YYYY-MM-DD&to=YYYY-MM-DD`), so you can copy, paste, and share the link and keep the same state (#70)
- **View mode preference** (chart vs. table) is now persisted in `localStorage` per report section

### Changed
- The legacy monolithic `useReports` hook has been split into per-domain hooks (`useReportsPeriod`, `useHighlights`, `useTrends`, `useCompare`, `useCategoryZoom`) so every sub-report owns only the state it needs (#70)
- Context menu on reports (right-click) is now a generic `ContextMenu` shell reused by the existing chart menu and the new keyword dialog (#69)

### Removed
- The dynamic pivot table report was removed. Over 90% of its real usage was zooming into a single category, which is better served by the new Category Zoom report. Git history preserves the old implementation if it ever needs to come back (#69)

### Security
- New `AddKeywordDialog` enforces a 2–64 character length bound on user keywords to prevent ReDoS on large transaction sets (CWE-1333), uses parameterized `LIKE` queries for the preview (CWE-89), wraps its INSERT + per-transaction UPDATEs in an explicit BEGIN/COMMIT/ROLLBACK transaction (CWE-662), renders all untrusted descriptions as React children (CWE-79), and recategorizes only the rows the user explicitly checked — never retroactively. Keyword reassignment across categories requires an explicit confirmation step (#74)
- `getCategoryZoom` walks the category tree through a **bounded** recursive CTE (`WHERE depth < 5`), protecting against malformed `parent_id` cycles (CWE-835) (#74)

## [0.7.4] - 2026-04-14

### Changed
- OAuth tokens are now stored in the OS keychain (Credential Manager on Windows, Secret Service on Linux) instead of a plaintext JSON file. Existing users are migrated transparently on the next sign-in refresh; the old file is zeroed and removed. A "tokens stored in plaintext fallback" banner appears in Settings if the keychain is unavailable (#66, #78, #79, #81)
- Cached account info is now HMAC-signed with a keychain-stored key: writing `subscription_status` to `account.json` manually can no longer bypass the Premium gate (#80)
- PIN hashing migrated from SHA-256 to Argon2id for brute-force resistance (CWE-916). Existing SHA-256 PINs are verified transparently and rehashed on next successful unlock; new PINs use Argon2id (#54)

### Security
- Closed CWE-312 (cleartext storage of OAuth tokens), CWE-345 (missing integrity check on the subscription cache), and CWE-916 (weak PIN hashing). Legacy `tokens.json` and legacy unsigned `account.json` caches are rejected by the gating path until the next token refresh re-establishes a keychain-anchored trust (#66, #54)

## [0.7.3] - 2026-04-13

### Fixed
- Maximus Account sign-in: the deep-link callback now uses the canonical Tauri v2 `on_open_url` API, so the auth code is properly received by the running app instead of leaving the UI stuck in "loading" (#51, #65)
- OAuth callbacks containing an `error` parameter now surface the error to the UI instead of being silently ignored (#51)

## [0.7.2] - 2026-04-13

### Changed
- Auto-updates are temporarily open to the Free edition until the license server (issue #49) is live. Gating will be restored once paid activation works end-to-end (#48)

## [0.7.1] - 2026-04-13

### Fixed
- Maximus Account sign-in: the OAuth2 callback now correctly returns to the running app instead of launching a second instance and leaving the original one stuck in "loading" (#51, #65)

## [0.7.0] - 2026-04-11

### Added
- CI: new `check.yml` workflow runs `cargo check`/`cargo test` and the frontend build on every branch push and PR, catching errors before merge instead of waiting for the release tag (#60)
- License card in Settings page: shows the current edition (Free/Base/Premium), accepts a license key, and links to the purchase page (#47)
- Maximus Account card in Settings: optional sign-in via OAuth2 PKCE for Premium features (#51)
- Machine activation: activate/deactivate machines against the license server, view activated machines in the license card (#53)
- Daily subscription status check: automatically refreshes account info once per day at launch (#51)

### Changed
- Automatic updates are now gated behind the Base edition entitlement; the Free edition shows an upgrade hint instead of fetching updates (#48)
- Edition detection now considers Maximus Account subscription: Premium overrides Base when subscription is active (#51)

## [0.6.7] - 2026-03-29

### Changed
- Category Over Time report: removed hard-coded expense-only filter, added type selector defaulting to expense (#41)
- Category Over Time report: added type filter (expense/income/transfer) in the right filter panel (#41)

### Fixed
- Updated picomatch dependency (4.0.3 → 4.0.4) to fix HIGH severity vulnerabilities (#43)

## [0.6.6]

### Changed
- Budget table: previous year column now shows actual transactions instead of planned budget (#34)
- Refactored `buildPrevYearTotalMap` inline and simplified tests (#39)

### Fixed
- Changelog files synced automatically via Vite plugin, removed stale public/ copies (#37)

## [0.6.5]

### Added
- Dashboard: month dropdown selector for the Budget vs Actual section with last completed month as default (#31)

### Changed
- Reports & Dashboard: reduced font size of month dropdown for better visual balance (#31)

## [0.6.4]

### 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)
- Budget vs Actual: category column now stays fixed when scrolling horizontally (#29)
- Budget vs Actual: title changed to "Budget vs Réel pour le mois de [month]" with a dropdown month selector (#29)
- Budget vs Actual: default month is now the last completed month instead of current month (#29)

## [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