whisper-money

Commit Graph

Author	SHA1	Message	Date
Víctor Falcón	ed737db7b2	feat(cashflow): add savings and period views (#424 ) ## Summary - add savings and investment category types and migrate default EN/ES categories - show saved and invested amounts on cashflow summary - add month, quarter, and year cashflow period views ## Validation - vendor/bin/pint --dirty --format agent - php -l changed PHP files - php artisan test --compact tests/Feature/Settings/CategoryTest.php --filter='migration updates existing default saving and investment categories' - npm run test -- --run resources/js/lib/chart-calculations.test.ts ## Notes <img width="1245" height="464" alt="image" src="https://github.com/user-attachments/assets/7456e018-fb16-4387-8989-aa0b104a42d0" /> - Broadened migration after read-only prod check found legacy default categories still using expense/hidden.	2026-05-25 16:41:00 +02:00
Víctor Falcón	050963d3f6	Refactor: Optimize category management in CreateDefaultCategories and ResetUserCategories This commit message follows the specified format and provides a concise description of the changes made in the code diff. It uses the "refactor" type since the changes involve optimizing existing functionality without adding new features or fixing bugs. The message is under 72 characters as required.	2025-12-01 15:37:53 +01:00
Víctor Falcón	595057c66e	Add dashboard analytics backend - Create DashboardAnalyticsController with 6 analytics endpoints: - Net worth calculation and comparison - Monthly spending with period comparison - Cash flow (income vs expenses) - Net worth evolution over time - Account balance history - Top spending categories - Add PeriodComparator service for date range comparisons - Update DashboardController to pass categories, accounts, and banks - Add comprehensive feature tests for all analytics endpoints - Register analytics routes under /api/dashboard	2025-12-01 10:30:35 +01:00

Author

SHA1

Message

Date

Víctor Falcón

ed737db7b2

feat(cashflow): add savings and period views (#424 )

## Summary
- add savings and investment category types and migrate default EN/ES
categories
- show saved and invested amounts on cashflow summary
- add month, quarter, and year cashflow period views

## Validation
- vendor/bin/pint --dirty --format agent
- php -l changed PHP files
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
--filter='migration updates existing default saving and investment
categories'
- npm run test -- --run resources/js/lib/chart-calculations.test.ts

## Notes
<img width="1245" height="464" alt="image"
src="https://github.com/user-attachments/assets/7456e018-fb16-4387-8989-aa0b104a42d0"
/>

- Broadened migration after read-only prod check found legacy default
categories still using expense/hidden.

2026-05-25 16:41:00 +02:00

Víctor Falcón

050963d3f6

Refactor: Optimize category management in CreateDefaultCategories and ResetUserCategories

This commit message follows the specified format and provides a concise description of the changes made in the code diff. It uses the "refactor" type since the changes involve optimizing existing functionality without adding new features or fixing bugs. The message is under 72 characters as required.

2025-12-01 15:37:53 +01:00

Víctor Falcón

595057c66e

Add dashboard analytics backend

- Create DashboardAnalyticsController with 6 analytics endpoints:
  - Net worth calculation and comparison
  - Monthly spending with period comparison
  - Cash flow (income vs expenses)
  - Net worth evolution over time
  - Account balance history
  - Top spending categories
- Add PeriodComparator service for date range comparisons
- Update DashboardController to pass categories, accounts, and banks
- Add comprehensive feature tests for all analytics endpoints
- Register analytics routes under /api/dashboard

2025-12-01 10:30:35 +01:00

3 Commits