## Summary
- Always show a simplified Cashflow and charts explanation in the
category form
- Explain how each category type affects cashflow, income/spending
charts, top spending categories, savings, and investments
- For transfer categories, keep a cashflow chart visibility selector so
users can choose hidden/inflow/outflow
- Show savings and investment categories as outflows in the cashflow
chart and store default/new categories as outflow
- Add a new migration to update existing production savings/investment
categories to outflow
- Avoid user-facing Sankey terminology and update Spanish copy to use
dinero/saldo instead of efectivo
- Add missing Spanish translations and browser/feature coverage
## Tests
- php artisan test --compact tests/Feature/LocalizationTest.php
- php artisan test --compact
tests/Feature/Console/ResetUserCategoriesCommandTest.php
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
--filter="migration updates existing default saving and investment
categories|migration sets saving and investment categories to cashflow
outflow|users can create savings and investment categories|default
categories are created when user registers"
- php artisan test --compact tests/Feature/CashflowAnalyticsTest.php
--filter="sankey includes savings and investment categories on the
expense side|sankey includes outflow transfer categories on the expense
side"
- php artisan test --compact tests/Browser/CategoriesTest.php
--filter="explains savings and investment category cashflow impact in
the create dialog|can create a new transfer category with a cashflow
analytics direction"
- php artisan test --compact tests/Browser/CategoriesTest.php
- ./vendor/bin/pest --testsuite=Performance --filter="account show page
does not exceed query threshold"
- vendor/bin/pint --dirty --format agent
- npx prettier --write
resources/js/components/categories/category-cashflow-direction-fields.tsx
- npm run build (assets emitted; Sentry sourcemap upload reports local
SSL error)
## Video
- screenshots/category-create-cashflow-setting.webm
## Notes
- npm run types still fails on existing unrelated TypeScript errors.
## Why
### Problem
As new features are added, dashboard and settings pages have been
accumulating extra database queries — risking N+1 regressions and
degraded response times. There was no automated way to detect these
regressions before they reach production.
## What
### Changes
- **New `Performance` test suite** (`tests/Performance/`) with 25 tests
that enforce query count ceilings on every page and API endpoint
accessible from the sidebar
- `PageQueryCountTest.php` — 15 tests covering Dashboard, Accounts,
Transactions, Budgets, Cashflow, and all Settings pages, plus scaling
tests that prove query count stays constant as data volume grows
- `ApiQueryCountTest.php` — 10 tests covering all Dashboard and Cashflow
analytics API endpoints, plus scaling tests
- **Separate CI job** (`performance-tests`) that runs in parallel with
`tests` and `linter`, and gates both `build-image` and `deploy`
- **Excluded from the main `tests` job** to avoid running them twice
(`--exclude-testsuite=Performance`)
- Helper functions (`performanceSeedUser`, `countQueries`,
`assertMaxQueries`) added to `tests/Pest.php` for reuse
- `phpunit.xml` updated with the new `Performance` testsuite entry
### How it works
Each test seeds a user with realistic data (3 accounts, 30 transactions,
15 balances, 5 categories, 3 labels, 1 budget) and asserts the endpoint
executes **at most N queries**. Thresholds have a small buffer (~3
queries) above current counts — tight enough to catch N+1 regressions
(which add dozens of queries) but loose enough to not break on minor
legitimate changes. On failure, every executed SQL query is dumped for
easy debugging.
### Run locally
```bash
php artisan test --testsuite=Performance
```
## Verification
### Tests
All 25 performance tests pass. Existing Feature (633) and Unit (22)
suites unaffected.
Víctor Falcón