Simpl-Resultat/docs/archive/masterplan.md

Simpl'Résultat — Masterplan

Overview

Local desktop personal finance app. Tauri v2 (Rust) + React + TypeScript + Tailwind CSS + SQLite. Bilingual (FR/EN). Windows-only release via GitHub Actions.

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Current State (as of v0.1.0)

Pages (8)

Page	Status	Description
Dashboard	Done	Balance/income/expenses cards, category pie chart, recent transactions, period selector
Import	Done	Multi-step wizard: folder scan → source config → column mapping → preview → duplicate check → import → report. Import history with delete
Transactions	Done	Filterable table (search, category, source, date range), pagination, inline category edit via searchable combobox, auto-categorize, notes
Categories	Done	Tree view with create/edit/delete, keyword management (priority-based), supplier mapping, color picker
Adjustments	Done	One-time & recurring adjustments by category
Budget	Done	Monthly per-category budgets with templates
Reports	Done	Monthly trends chart, category bar chart, category-over-time chart
Settings	Done	About card (version), in-app updater (check → download → install & restart), data safety notice

Backend (Rust Commands)

• scan_import_folder — recursive folder scan for CSV/TXT
• read_file_content — encoding-aware file read (UTF-8, Windows-1252, ISO-8859-15)
• hash_file — SHA256 for duplicate detection
• detect_encoding — smart encoding detection
• get_file_preview — first N lines preview
• pick_folder — native folder picker dialog

Database (11 tables)

Core: transactions, categories, suppliers, keywords Import: import_sources, imported_files Planning: budget_entries, budget_templates, adjustments, adjustment_entries User: user_preferences (key-value: language, theme, currency, date_format)

Services (9)

db, transactionService, categoryService, importSourceService, importedFileService, dashboardService, reportService, categorizationService, userPreferenceService

Hooks (7)

useDashboard, useTransactions, useCategories, useReports, useImportWizard, useImportHistory, useUpdater

CI/CD

• GitHub Actions release workflow on v* tag push
• Windows-only (Ubuntu/macOS commented out)
• NSIS + MSI installers
• Tauri updater with signed artifacts (latest.json in release assets)
• Signing keys required: TAURI_SIGNING_PRIVATE_KEY + TAURI_SIGNING_PRIVATE_KEY_PASSWORD secrets

Infrastructure Done

• Tailwind CSS v4 with CSS custom properties (light mode palette: blue primary, cream background, terracotta accent)
• react-i18next with FR default + EN
• lucide-react icons
• useReducer state management pattern (no Redux)
• Parameterized SQL queries ($1, $2...)
• Seeded categories & keywords in migration

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Pending / Not Yet Started

Updater Setup (One-time manual)

• Generate signing keys: npx tauri signer generate -w ~/.tauri/simpl-resultat.key
• Add GitHub Secrets: TAURI_SIGNING_PRIVATE_KEY, TAURI_SIGNING_PRIVATE_KEY_PASSWORD
• Replace REPLACE_WITH_PUBLIC_KEY in tauri.conf.json with contents of .key.pub
• Tag + push a release to verify latest.json appears in assets

Features Not Implemented

• Dark mode — CSS variables defined but no toggle yet
• Data export — Reports page has an "Export" button label but no implementation
• Transaction splitting — Schema supports it (parent_transaction_id) but no UI
• Supplier management UI — Suppliers table exists, auto-linked during import, but no dedicated management page
• User preferences UI — Settings page exists but doesn't yet expose language/theme/currency/date format preferences (language toggle is in sidebar)
• Multi-platform builds — Ubuntu and macOS targets commented out in release workflow
• Backup / restore — No database backup feature yet

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Tech Stack

Layer	Technology
Desktop shell	Tauri v2 (Rust)
Frontend	React 18 + TypeScript
Styling	Tailwind CSS v4 + CSS custom properties
Icons	lucide-react
Charts	Recharts
CSV parsing	PapaParse
i18n	react-i18next (FR + EN)
Database	SQLite via @tauri-apps/plugin-sql
State	useReducer hooks
Build/CI	Vite + GitHub Actions + tauri-action

Key File Paths

Path	Purpose
src/shared/types/index.ts	All TypeScript interfaces
src/shared/constants/index.ts	Nav items, app name, DB name
src/services/*.ts	Data access layer (getDb + typed queries)
src/hooks/*.ts	State management (useReducer pattern)
src/pages/*.tsx	Page components
src/components/	UI components by feature area
src-tauri/src/lib.rs	Tauri plugin registration
src-tauri/src/commands/	Rust IPC commands
src-tauri/src/database/	Schema + seed migrations
src-tauri/tauri.conf.json	Tauri config (updater, bundle, window)
.github/workflows/release.yml	Release CI/CD