Simpl-Resultat/docs
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feat(balance): audit quick wins — optional symbol, movable snapshot date, clearer terminology
Step 0 of the balance audit (docs/audit-bilan-2026-05.md):
- #198 terminology: "category" -> "type" across the balance UI + user guide
  (avoids collision with transaction categories); relabel Cash/Funds-ETF;
  gloss "snapshot" at first use. i18n FR/EN in lockstep.
- #199 make the ticker symbol optional for priced accounts (only needed for
  the price-fetch button; manual quantity x price never used it).
- #200 allow moving an existing snapshot's date: atomic date move + line
  rewrite in one transaction; collision on the target date rolls back with a
  typed snapshot_date_exists error.

No schema change. Build (tsc + vite) and balance.service tests green.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-05-31 16:38:19 -04:00
..
adr docs(adr): 0013 — stocks provider evaluation, AV retained as bascule target (#196) 2026-05-09 12:40:08 +00:00
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 refactor(settings): split monolithic Settings page into 3 sub-pages (#190) 2026-05-03 09:50:02 -04:00
audit-bilan-2026-05.md docs: add balance sheet audit report (2026-05) 2026-05-31 16:38:19 -04:00
guide-utilisateur.md feat(balance): audit quick wins — optional symbol, movable snapshot date, clearer terminology 2026-05-31 16:38:19 -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