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  • v0.8.3 0af5dd95cc

    Simpl'Résultat v0.8.3
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    Stable

    Ghost released this 2026-04-19 14:01:37 +00:00 | 129 commits to main since this release

    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)

    Installation

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

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