Simpl-Resultat/CHANGELOG.md

Changelog

[Unreleased]

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

[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