Simpl-Resultat/docs
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feat(dashboard): converge home page on the Cartes report model
DashboardPage now reuses the Cartes report's presentational widgets
(KpiCard with MoM/YoY deltas, top movers, budget adherence) sourced from
getCartesSnapshot against a Dashboard-owned reference month (defaults to
the last complete month). The expense-only pie chart is replaced by a
ranked bar chart of top expense categories (resurrecting the previously
unused CategoryBarChart), and the account (import-source) filter
introduced on Trends/Compare/Budget now also applies to the Dashboard's
own transactional widgets via a Dashboard-local accountIds state (kept
separate from useReportsPeriod, since the Dashboard owns its own two
temporal axes).

A new net-worth tile surfaces the Balance sheet's latest total
(getSnapshotTotalsByDate) — a distinct metric from every transactional
card here, so it stays hidden (never a misleading "$0") until at least
one balance account has a recorded snapshot, reusing deriveLandingState
rather than re-inferring emptiness from nulls. It is not scoped by the
account filter (balance_accounts is a disjoint concept from
import_sources) and is fetched independently on mount.

The category-over-time trend chart now passes typeFilter "expense",
fixing a latent mismatch where a revenue category could silently show
up in a chart titled "expenses over time".

Resolves #279
2026-07-11 17:13:23 -04:00
..
adr docs(balance): ADR 0015 + guide + architecture + CHANGELOG for per-security detail (#218) 2026-06-06 14:17:03 -04:00
archive docs: organize technical documentation into docs/ folder 2026-02-19 07:34:01 -05:00
api-contract-prices.md docs: replace JWT-like Bearer placeholder with <license-token> (#181) 2026-05-02 16:05:20 -04:00
architecture.md feat(dashboard): converge home page on the Cartes report model 2026-07-11 17:13:23 -04:00
audit-bilan-2026-05.md feat(balance): audit quick wins — terminology, optional symbol, movable snapshot date (#201) 2026-05-31 21:05:13 +00:00
guide-utilisateur.md docs(balance): ADR 0015 + guide + architecture + CHANGELOG for per-security detail (#218) 2026-06-06 14:17:03 -04:00
qa-refonte-seed-categories-ipc.md test(categories): complete test coverage for migration flow (#123) 2026-04-21 19:25:13 -04:00