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  • v0.13.0 9a88e32a06

    Simpl'Résultat v0.13.0
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    Ghost released this 2026-07-13 00:12:10 +00:00 | 0 commits to main since this release

    Added

    • Reports → Compare: the two hierarchical comparable reports (real-vs-real and real-vs-budget) now let you collapse or expand each parent category's sub-categories. A chevron on every top-level category folds its breakdown away while keeping the category's subtotal row in view, and an "Expand all / Collapse all" button toggles them together. Groups start collapsed so the report opens on a compact, subtotal-level overview; whatever you expand is remembered per report (#254).
    • Reports → Trends → by category (table view): the income-statement table is now hierarchical and collapsible, matching the compare report. Parent categories appear as indented groups above their sub-categories, each with its own subtotal, and a chevron (plus an "Expand all / Collapse all" button) folds a group down to just that subtotal. Groups start collapsed, and your choices are remembered separately from the comparable tables. The Result before transfers line now sits between the expense sections and the transfers section instead of at the bottom, and folding a group never moves any subtotal or result — the figures are always computed from the full data (#265).
    • Reports: laid the groundwork for an upcoming account filter across the report pages — the shared period hook now also tracks a URL-backed, multi-account selection (bookmarkable like the date range, and validated against malformed/hand-edited URLs). Internal only for now: no filter control is visible yet, the account picker and per-report wiring land in follow-up issues (#272).
    • Reports: all seven report services (trends, by-category-over-time, real-vs-real compare, budget-vs-actual, expenses-by-category, and the Cartes dashboard) now accept an optional multi-account filter, matched against a parameterized list of import sources. Backend plumbing only — leaving every filter out still returns byte-identical results, and no report page exposes a filter control yet; that lands in follow-up issues (#273).
    • Reports: laid the groundwork for the account filter's UI — a shared filter panel renders each report page's own period control alongside a multi-select (checkbox list) of your import sources. Internal only for now: no report page renders this panel yet, that lands in follow-up issues (#274).
    • Reports → Trends: the shared filter panel now appears on this report, next to the period selector. Checking one or more import sources narrows both the global monthly view and the by-category result table to those sources; leaving none checked keeps showing every source, unchanged (#275).
    • Reports → Compare & Budget: the shared filter panel now appears on both reports too, next to their existing period control (the compare report keeps its reference-month picker, the budget grid keeps its year navigator — unchanged). Checking one or more import sources narrows the compare report — including its budget-vs-actual tab — and the budget grid's previous-year reference column to those sources; leaving none checked keeps showing every source, unchanged (#276).

    Fixed

    • Reports → Trends → by category (table view): the income-statement table now covers every category instead of only the 50 largest, and its Result lines are exact. Two different categories that happen to share a name are no longer merged together, and a smaller income or transfer category is no longer miscounted as an expense — so the revenues and the net result add up correctly (#264).

    Changed

    • Reports → Trends: the report now opens on the "By category" table view by default, instead of the global monthly chart. The by-category table has an income section, so a revenue category (e.g. your pay) shows up straight away — no need to switch views first. Whatever view you pick yourself is still remembered (#262).
    • Reports → Compare (actual vs budget): the budget-vs-actual table now reads the same way as the other comparable reports — an income statement. Categories are grouped Income → Expenses → Transfers (instead of Expenses → Income → Transfers), and the old flat "Total" row is replaced by a Result before transfers line (shown when transfers exist) and a Net result line, both coloured green for a surplus and red for a deficit. Leaf and section figures are unchanged (#277).
    • Budget: the budget grid now reads as an income statement — categories are grouped Income → Expenses → Transfers (previously expenses first), and the old plain "Total" row is replaced by two result lines: Result before transfers (income − expenses) and Net result (after transfers), computed across the previous-year, annual, and monthly columns alike. Every category still shows on the grid — it stays an editable surface, with no rows hidden or collapsed (#278).
    • Dashboard (/): the home page now matches the Cartes report's model. KPI cards for income, expenses, net result and savings rate show their change vs the previous month and vs last year (reference-month picker, defaulting to the last complete month); rising/falling categories and budget adherence are shown the same way as on Cartes. A new net worth tile shows the Balance sheet's latest total — a different metric from every other card here, so it stays hidden (never a misleading "$0") until at least one balance account has a recorded snapshot, and it is never affected by the account filter below. The expense-only pie chart is replaced by a ranked bar chart of top expense categories, and the account (import-source) filter — introduced on Trends/Compare/Budget — now also applies to the Dashboard's own transactional widgets (#279).

    Installation

    Windows : Téléchargez le fichier .exe ci-dessous.
    Linux : Téléchargez le fichier .deb ou .AppImage ci-dessous.

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