Commit Graph

8 Commits

Author SHA1 Message Date
Víctor Falcón 88faa5beb6
feat: keep past due subscriptions active (#416)
## Summary
- keep Stripe past_due subscriptions active during retry window
- share payment issue state with Inertia and show persistent toast
- send toast action directly to Stripe Billing Portal
- allow canceled users to fall back to free plan, while paid-only bank
connection access remains blocked
- add Spanish translations for new payment issue messages

## Tests
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/SubscriptionTest.php
tests/Feature/InertiaSharedDataTest.php
- php artisan test --compact tests/Feature/LocalizationTest.php
- npm test -- subscription-payment-issue-toast

Note: npm run types still fails on pre-existing unrelated TypeScript
errors.
2026-05-22 10:19:11 +01:00
Víctor Falcón 66ff427481
feat(import): calculate balances from transactions (#403)
## Why

Some banks return transactions without a balance column. The CSV/Excel
importer happily creates the transactions but leaves the account without
any balance history, making the account look incomplete.

## What

Opt-in flow that derives per-day balances from the transactions
themselves, using a single reference point (the balance on the date of
the latest transaction).

### Mapping step
- New checkbox **"Calculate balances from transactions"** next to the
  Balance column select.
- Available only when no balance column is mapped (disabled + visually
  faded otherwise).
- When checked, a balance input appears labeled with the latest
  transaction date using a relative format:
  - `Today`
  - `Yesterday`
  - `Monday, 3 of Jun`
- If an `AccountBalance` already exists for that date, it is pre-filled
  automatically (no need to ask) with a small hint.
- The reference balance is **mandatory** when the checkbox is checked;
  the Next button is disabled until it is provided.

### Preview step
- A new `Balance` column shows the balance about to be created for each
  date, regardless of whether it came from the file or was calculated.

### Persistence
- Balances are computed by walking backwards across distinct transaction
  dates and subtracting each day's net movement.
- They flow through the existing import path that POSTs to
  `AccountBalanceController@store`, so no new endpoint was needed.

## Feature flag

Hidden behind a new Pennant feature, **off by default**:

```bash
php artisan feature:enable CalculateBalancesOnImport user@example.com
# or
php artisan feature:enable CalculateBalancesOnImport all
```

The flag is exposed to the frontend via Inertia shared props
(`features.calculateBalancesOnImport`).

## Tests

- New vitest cases for `getLatestTransactionDate` and
  `calculateBalancesFromTransactions` (sparse dates, reference date
  without txns, empty list).
- `LocalizationTest` passes (new ES strings added).
- Full vitest suite green (106 tests).
2026-05-20 10:29:14 +01:00
Víctor Falcón 0f527d0f26
Notify users about expired bank connections (#404)
## Summary
- mark expired EnableBanking connections during scheduled sync and queue
reconnect email
- add reconnect email/button route for expired connections
- surface expired connections in shared Inertia props and show
persistent reconnect toast

## Tests
- vendor/bin/pint --dirty --format agent
- php artisan test --compact
tests/Feature/OpenBanking/SyncRetryAndLoggingTest.php
--filter='expired|scheduled sync includes active enablebanking'
- php artisan test --compact
tests/Feature/OpenBanking/AuthorizationControllerTest.php
--filter='reauthorize|reconnect link'
- php artisan test --compact tests/Feature/InertiaSharedDataTest.php
--filter='expired banking'
- npm run types (fails on existing unrelated TypeScript errors; no
app.tsx/expiredBanking errors after Wayfinder generation)
2026-05-20 09:20:13 +02:00
Víctor Falcón 4ba130f310
Enable Coinbase for all users (#398)
## Summary
- remove CoinbaseIntegration Pennant feature flag
- always show Coinbase in open banking institution picker
- drop shared Coinbase feature flag type

## Tests
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/InertiaSharedDataTest.php
- php artisan test --compact
tests/Feature/OpenBanking/CoinbaseControllerTest.php
- npx eslint
resources/js/components/open-banking/connect-account-inline.tsx
resources/js/components/open-banking/connect-account-dialog.tsx
resources/js/types/index.d.ts

Note: npm run types still fails on existing project-wide Wayfinder/type
issues.
2026-05-14 11:47:47 +01:00
Víctor Falcón fde5405777
fix(user): persist detected timezones (#296)
## Summary
- store browser-detected IANA timezones on users during registration and
share the value to the frontend
- silently backfill missing timezones for authenticated users without
overwriting existing saved values
- add focused feature coverage for registration, shared props, and the
timezone backfill endpoint

## Testing
- php artisan test --compact tests/Feature/Auth/RegistrationTest.php
tests/Feature/InertiaSharedDataTest.php
tests/Feature/Settings/TimezoneTest.php
- npm test -- resources/js/utils/currency.test.ts
2026-04-16 11:36:57 +01:00
Víctor Falcón 3d5823728a
feat(settings): centralize currency options and split profile/account support (#256)
## Summary

- **Bug fix:** Dashboard and accounts index cards displayed the
account's original currency code (e.g. `BTC`) even though balances were
already converted to the user's currency (e.g. `EUR`). Now passes
`displayCurrencyCode` to card components so the label matches the
converted amount.
- **Feature:** Added a currency toggle on the account detail chart to
switch between the account's native currency and the user's main
currency. Extends the balance evolution APIs with `display_*` fields
when conversion applies.
- **First-account restriction:** Restricts first-account creation to
primary (fiat) currencies only, ensuring the user's base currency is
always widely supported.

## Changes

### Bug fix — currency label on cards
- `AccountBalanceCard` / `AccountListCard`: Added `displayCurrencyCode`
prop; all amount renders now use it instead of `account.currency_code`
- `dashboard.tsx`: Passes `netWorthEvolution.currency_code` as
`displayCurrencyCode`
- `Accounts/Index.tsx`: Passes `auth.user.currency_code` as
`displayCurrencyCode`

### Backend — API extension
- `DashboardAnalyticsController`: Both `accountBalanceEvolution()` and
`accountDailyBalanceEvolution()` now return `display_value`,
`display_invested_amount`, `display_mortgage_balance` per data point and
a top-level `display_currency_code` when the account currency differs
from the user's

### Frontend — currency toggle
- New `ChartCurrencyToggle` component with `ToggleGroup` showing
currency code labels (e.g. `BTC` / `EUR`)
- `ChartSettingsPopover`: Extended with optional `currencyToggle` prop
for mobile
- `AccountBalanceChart`: Full integration — all amounts, trends,
tooltips, MoM chart, and equity swap to `display_*` values when toggle
is set to user currency

### First-account currency restriction
- `StoreAccountRequest`: First account limited to primary currency codes
- `AccountForm` / `CreateAccountDialog` / `StepCreateAccount`: Pass
`usePrimaryCurrenciesOnly` when applicable

### Tests
- 5 new Pest tests for `display_*` fields in balance evolution endpoints
- 3 new Vitest tests for `deriveAccountMetrics` (mixed-currency, empty
data, invested amounts)
- 1 new Pest test for first-account BTC rejection
2026-04-02 19:23:10 +02:00
Víctor Falcón 669646aacb SEO landing page 2025-11-25 11:33:11 +01:00
Víctor Falcón 48bce81d9a feat(react): add authentication check in SyncProvider 2025-11-09 10:21:25 +00:00