Commit graph

8 commits

Author SHA1 Message Date
5d6d49ed8b Group booking-text charts by first word instead of full text
Bookings like "Narbonne Car" and "Narbonne Food" should roll up into
one series/slice instead of staying separate, so grouping now uses
the text up to the first space via TransactionDataset.GetTextGroup().
2026-08-07 18:23:22 +02:00
7f284b1032 Add booking-text charts to the transactions page
Adds two charts to the per-account transactions view: a stacked bar
chart of monthly totals and a pie chart of overall totals, both
grouped by booking text, so recurring bookings (rent, subscriptions,
etc.) are visible at a glance. Chart components are keyed on the
account id so switching accounts remounts them instead of reusing a
stale Plotly instance.
2026-07-22 14:39:51 +02:00
e7ff097397 PR O: convert BalanceDataset and BalanceSheetDataset to records
Both were constructor-initialised value carriers with read-only
consumers. Positional record syntax replaces the class + property +
ctor boilerplate; ViewService callers updated to PascalCase named
args to match the record-generated parameter names.

Rest of item 26 descoped: XmlSerializer needs mutable public
setters (value-equality on mutable data is a footgun) and has no
source generator without changing file format. See
IMPROVEMENT_PLAN.md for the full rationale.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-03 17:56:29 +02:00
786fafefa5 PR N: polish pass — ClassIds static, drop loaded flag, mandator from config
Three long-noted rough edges from the original analysis, each a
one-line touch:

- ClassIds becomes static class (was instantiable).
- Home.razor.cs drops the `loaded` bool guard (Blazor already runs
  OnInitializedAsync exactly once per component instance).
- Move the "Claudio Schaad" mandator default out of SettingsService
  into SettingsDataset.DefaultMandator, plumbed through
  appsettings.Development.json.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-02 22:07:08 +02:00
c86edfdde2 Add transaction split dialog 2025-05-14 21:45:52 +02:00
0828dd7691 Add bank transaction import 2025-05-07 21:50:01 +02:00
ece9618f09 Add transaction dialog and enhance transaction view 2025-05-05 22:49:09 +02:00
ad75c47709 Add new blazor app 2025-05-04 20:00:42 +02:00