## 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
## Summary
- Adds loan detail tracking (interest rate, term, start date, original
amount) to loan-type accounts, following the existing
`real_estate_details` pattern
- Implements `LoanAmortizationService` with standard amortization math
to automatically project month-to-month balance evolution
- Shows projected future balances as a dashed line on the account
balance chart, visually distinct from historical data
- Adds a scheduled command (`loans:generate-balances`) to auto-generate
monthly balance entries for loan accounts
- Includes 36 tests (10 unit for pure math, 26 feature for CRUD, API
projections, command, and authorization)
## Changes
### Backend
- **Migration**: `loan_details` table (UUID PK, unique `account_id` FK,
interest rate, term, start date, original amount)
- **LoanDetail model** + factory with `Account::loanDetail()` HasOne
relationship
- **LoanAmortizationService**: `calculateMonthlyPayment`,
`calculateRemainingBalance`, `generateProjection`, `projectFromBalance`,
`calculateRemainingMonths`, `getBalanceAtDate`
- **GenerateMonthlyLoanBalances** command: runs monthly on 1st, skips
existing entries
- **LoanDetailController**: PATCH endpoint for editing loan details from
show page
- **Settings\AccountController**: creates/updates `LoanDetail` on
store/update
- **DashboardAnalyticsController**: appends projected data points with
`projected: true` flag
- **Validation**: loan-specific rules in StoreAccountRequest and
UpdateAccountRequest
### Frontend
- **AccountForm**: loan fields (rate, term, start date, original amount)
shown when `type === 'loan'`
- **Create/Edit dialogs**: pass loan data fields in POST/PATCH payloads
- **Show page**: `LoanDetailsCard` component with edit/read modes,
computed monthly payment and remaining months
- **Balance chart**: new `ComposedChart` branch with dashed `Line`
overlay for projected data points
- **Types**: `LoanDetail` interface in `account.ts`
## Summary
- Allow setting the **current market value** (balance) when creating a
real estate account — the balance field existed for other account types
but was hidden for real estate
- Add an **annual revaluation percentage** field to real estate
accounts, editable from both the creation form and the property details
card on the account show page
- Create a scheduled command (`real-estate:apply-revaluation`) that runs
monthly on the 1st to automatically adjust property values by
`revaluation_percentage / 12 / 100`
## Details
### Backend
- Migration adds `decimal('revaluation_percentage', 5, 2)` nullable
column to `real_estate_details`
- Validation: nullable numeric, range -100 to +100 (negative for
depreciation)
- `ApplyRealEstateRevaluationCommand` finds all accounts with a
non-null/non-zero percentage, gets the latest balance, and upserts the
new balance for today
- Scheduled `->monthlyOn(1, '00:00')` in `routes/console.php`
### Frontend
- Added `real_estate` to `BALANCE_ACCOUNT_TYPES` so the Market Value
field appears during creation
- Added Annual Revaluation (%) input to both the creation form and the
property details card
- Read-mode displays formatted percentage with sign (e.g.,
"+3.50%/year")
### Tests
- 6 new tests in `RealEstateTest.php` covering creation with balance,
revaluation %, negative %, validation, PATCH update, and clearing to
null
- 8 tests in `ApplyRealEstateRevaluationTest.php` covering
positive/negative revaluation, skip conditions, latest balance usage,
multiple accounts, and upsert behavior
## Summary
- Add mortgage balance as a dashed line overlay on the property value
chart when a real estate account has a linked loan
- Display equity (market value - mortgage owed) in the chart header and
as a 3-column summary strip (Market Value | Mortgage Owed | Equity) in
the property details card
- Extend balance evolution API endpoints to include `mortgage_balance`
data points for linked loan accounts
- Add 6 new tests covering mortgage/equity display in account show page
and balance evolution endpoints
## Summary
- Adds **real estate** as a new account type (`real_estate`) for
tracking property assets within the existing Accounts page
- Properties store metadata (type, address, purchase price/date, area,
notes) in a dedicated `real_estate_details` table with a one-to-one
relationship to accounts
- Properties can be **linked to a loan account** (mortgage) to
implicitly calculate equity — property value counts as asset (+), linked
loan counts as liability (-)
- Market value is tracked as the account balance and uses "market value"
terminology throughout the UI
## What's included
### Backend
- `PropertyType` enum (Residential, Commercial, Land, Vacation, Other)
- `RealEstateDetail` model, factory, migration, policy
- `StoreRealEstateDetailRequest` and `UpdateRealEstateDetailRequest`
form requests
- `RealEstateDetailController` with `update()` for editing property
details
- Extended `Settings\AccountController@store` to create
`RealEstateDetail` when type is `real_estate`
- Extended `AccountController@show` to load real estate detail, linked
loan with bank info, and available loan accounts
- Extended `AccountController@index` SQL ordering to include
`real_estate`
- Conditional validation rules in `StoreAccountRequest` for real estate
fields
### Frontend
- New `real_estate` type in `account.ts` with `PropertyType`,
`AreaUnit`, `RealEstateDetail` interface, and helper functions
- Conditional real estate fields in `account-form.tsx` (property type,
address, purchase price, purchase date, area, linked loan, notes)
- `PropertyDetailsCard` component in `Accounts/Show.tsx` with view and
inline edit modes
- "Update market value" terminology in balance update buttons for real
estate accounts
- `real_estate` added to account type ordering and groups on the Index
page
- Wayfinder routes regenerated
### Tests
- 22 feature tests covering creation, validation, show page, index
ordering, updating details, IDOR protection, model relationships, and
soft delete behavior
- Unit test updates for `AccountType` enum (`reducesNetWorth`,
`isNonTransactional`)
### Translations
- 32 new Spanish translation strings for all real estate UI
## Design decisions
- Real estate accounts are **non-transactional** (like
investment/retirement) — balance-only tracking for now. Future iteration
will link transactions directly for rental income/expense tracking
- **Single loan per property** via direct FK from
`real_estate_details.linked_loan_account_id`
- No encryption on address/notes fields (opted out per discussion)
- No separate sidebar page — real estate is a grouped section within the
existing Accounts page
## Summary
- Adds an optional balance input field to the account creation modal for
**investment**, **loan**, **retirement**, and **savings** account types.
- When a balance is provided, an `AccountBalance` record is created for
today's date upon account creation.
- The balance label adapts to the account type (e.g., "Owed Amount" for
loans, "Balance" for others).
## Changes
- **`account-form.tsx`** — Shows `AmountInput` when a balance-tracking
type is selected and currency is set.
- **`create-account-dialog.tsx`** — Passes `balance` in the POST payload
when present.
- **`StoreAccountRequest.php`** — Adds optional `balance` (nullable
integer) validation.
- **`AccountController::store`** — Creates an `AccountBalance` record
when balance is provided.
- **`AccountTest.php`** — 3 new tests covering creation with balance,
without balance, and invalid balance validation.
## Screenshots
<img width="1017" height="649" alt="image"
src="https://github.com/user-attachments/assets/4bf1530e-0faf-45a4-a3d1-d0ec49d5b412"
/>
## Summary
Transfer categories with `cashflow_direction` set to `outflow` or
`inflow` now appear in the **Sankey diagram** instead of the 12-month
trend chart. This gives a clearer picture of money flow (e.g.
investments, savings transfers) without inflating the income/expense
trend lines. Hidden transfers remain excluded from everything.
## Changes
- **Sankey endpoint**: Updated join to include tracked transfer
categories on the matching flow side (outflow → expense side, inflow →
income side)
- **Trend endpoint**: Removed `transfer_inflow` and `transfer_outflow`
columns from the SQL query and API response
- **Trend chart UI**: Removed tracked inflow/outflow bars, tooltip rows,
legend items, and related config
- **TypeScript types**: Removed `transfer_inflow`/`transfer_outflow`
from `TrendDataPoint`
- **Category form**: Updated direction field description to reference
"Sankey chart" instead of "monthly trend"
- **Tests**: Updated 4 existing tests and added 2 new tests covering
tracked transfers in Sankey breakdown
## Design decision
Tracked transfers appear **only in the Sankey diagram** — they do not
affect summary totals, savings rate, or breakdown cards. This keeps the
high-level numbers accurate while still visualizing where money flows
internally.
## Summary
- Corrects the `/accounts/{id}` endpoint to `/accounts/{id}/details` in
`EnableBankingProvider`.
- Gracefully handles 404 responses (expired/revoked sessions) during
IBAN backfill, skipping them without counting as failures.
- Updates the \"Re-evaluate All Expenses\" UI label to \"Update
categories automatically\" (EN) / \"Actualizar categorías
automáticamente\" (ES).
## Summary
- Add `reauthorize` endpoint and reconnect detection in OAuth
`callback()` so users can re-authorize a revoked EnableBanking session
without losing their accounts or transaction history
- Replace "Retry" with "Reconnect" button (dropdown + error panel) for
EnableBanking authentication errors; catch-up sync of missed
transactions is handled automatically by the existing
`SyncBankingConnectionJob` via `last_synced_at`
- Add 5 missing Spanish translations (`Reconectar`, `Autenticación
fallida...`, `Error al iniciar la reautorización.`, `Error al
reconectar...`, `Cuenta bancaria reconectada exitosamente.`) and wrap
the reconnect flash message in `__()`
- 7 new Pest tests covering all reauthorize scenarios and the reconnect
callback path (15 total passing)
## Summary
- Adds a **Monthly / Yearly** billing period toggle to the pricing
section on the welcome page, shown only when the `open-banking` feature
flag is active and both monthly and yearly plan variants exist in the
pricing config.
- Defaults to **Yearly**; the Yearly button displays a dynamically
computed **Save X%** badge (currently 50%, derived from actual plan
prices).
- Plan cards filter to the selected billing period; the Free plan card
is always visible regardless of the selected period.
- Enables `open-banking` for unauthenticated landing page visitors so
the richer variant of the page (bank connections section + pricing
toggle) is always shown.
## Summary
- Adds a **Connect Your Banks** feature card (2-col wide) shown only
when the `open-banking` Pennant flag is active
- When **open-banking is ON**: row 1 = Connect Your Banks (col-span-2) +
Import in Seconds (col-span-1), row 2 = three feature cards
- When **open-banking is OFF**: row 1 = three feature cards, row 2 =
Import in Seconds (full width, unchanged behaviour)
- **Cashflow at a Glance** moved from its own standalone section into
the feature grid as a full-width row 3 (always visible)
https://github.com/user-attachments/assets/5151c141-60e2-4117-b1f2-629f2ef4c9ed
---------
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
## Summary
- **Monthly equivalent pricing**: yearly plan now shows the per-month
price (e.g. €3.90/month) with a \"Billed annually at €46.80\" note
beneath, matching the paywall behaviour
- **Plan rename**: \"Pro Monthly\" and \"Pro Yearly\" renamed to
\"Standard Monthly\" and \"Standard Yearly\" in config
- **Free plan card**: when the `open-banking` feature flag is active, a
Free card is shown first in the pricing grid — same features as paid
plans but without \"Connect bank accounts\" and \"Priority support\"
- **Connect bank accounts feature**: conditionally prepended to paid
plan feature lists when `open-banking` is enabled
- **Grid layout**: column count dynamically accounts for the optional
free plan card
## Screenshots
<img width="1172" height="862" alt="image"
src="https://github.com/user-attachments/assets/1f2895ed-12fe-4b32-a117-19a584014ae7"
/>
<img width="1173" height="821" alt="image"
src="https://github.com/user-attachments/assets/6f56a697-9908-43c6-9b15-6dd8cec35826"
/>
## Summary
- **Gate bank connection flow** — free-tier users see an upgrade dialog
instead of the bank connection flow (connections page, account creation
dialog). Backend 402 guard added as safety net in
`AuthorizationController`.
- **Billing page upgrade UI** — non-subscribed users see a plan selector
with monthly/yearly options and an upgrade CTA; subscribed users see the
existing Stripe portal button. Connected Bank Accounts added as the
headline benefit.
- **Upgrade dialog** now redirects to `/settings/billing` (plan
selector) instead of the checkout page directly.
- **Spanish translations** added for all new UI strings.
## Screenshots
<img width="804" height="509" alt="image"
src="https://github.com/user-attachments/assets/6238f72a-a5e2-45f8-974a-7a664f976b83"
/>
<img width="1122" height="892" alt="image"
src="https://github.com/user-attachments/assets/8438bbe2-d3ec-48fb-b3c0-33a940dd94a7"
/>
## Summary
- Adds an intro screen to the categorize transactions onboarding step
that shows before the categorizer UI, explaining that at least 5
transactions must be categorized to continue
- Displays four benefit cards (see where you spend, build better
budgets, spot savings, automate over time) to motivate the user
- Adds missing Spanish translation for \"Back to accounts\" and all new
strings introduced by the intro screen
## Summary
- Adds an inline email capture form on the landing page when
`HIDE_AUTH_BUTTONS=true`, replacing the previous CTA buttons
- Each signup gets a queue position (starting at #500), a unique
referral link, and a welcome email from `victor@whisper.money`
- Referring 10 people via the personal link moves the referrer 10
positions forward in the queue (floor: 1), triggering a notification
email
- Full Spanish localisation for all UI strings and email copy; `locale`
is stored on each lead so emails are sent in the lead's own language
- 14 feature tests covering all waitlist behaviour (positions,
referrals, emails, thank-you page)
## How to activate
Set `HIDE_AUTH_BUTTONS=true` in `.env`. The waitlist form and thank-you
page are completely dormant otherwise.
## Summary
- Open Banking users who complete onboarding **without** connecting a
bank are no longer blocked at `/subscribe` — they can continue for free
via a new \"Continue for free\" button on the paywall
- Users who **did** connect a bank during onboarding see the standard
paywall with no free option (bank sync is a paid/Standard feature)
- Renamed the paid plan badge from **Pro** → **Standard** in the
onboarding UI
## Changes
### Backend
- `EnsureUserIsSubscribed` middleware: grants free access when
`open-banking` feature is active and the user has no
`banking_connections`
- `SubscriptionController::index()`: passes a `canUseFreePlan` boolean
prop to the paywall page
### Frontend
- `paywall.tsx`: accepts `canUseFreePlan` prop and renders a "Continue
for free" button that navigates to the dashboard
- `step-create-account.tsx`: badge and info text updated from "Pro" →
"Standard"
### Tests
- Two new browser tests in `OnboardingFlowTest.php`:
- Manual account flow → `/subscribe` shows "Continue for free"
- BBVA connected bank flow (EnableBanking sandbox) → `/subscribe` does
NOT show "Continue for free"
## Summary
- The `__()` call in `create-budget-dialog.tsx` contained an embedded
newline and indentation whitespace in the string literal, causing the
translation key to not match the clean key in `lang/es.json`
- Collapsed the multi-line call into a single line with the clean string
- Removed the stale duplicate key with the malformed `\n` + whitespace
from `lang/es.json`
## 🚪 Why?
### Problem
The onboarding flow had no integration with connected (bank-linked)
accounts. Users who connected a bank via OAuth were redirected to a
separate account-mapping page, breaking the onboarding flow. After
returning, there was no way to resume at the correct step. Additionally,
connected accounts were incorrectly shown in the manual import steps
(import-transactions / import-balances), which don't apply to them.
## 🔑 What?
### Changes
- **Inline bank connect wizard**: Added `ConnectAccountInline` component
that embeds the full 3-step bank OAuth flow within the onboarding
`create-account` step, replacing the redirect to a separate page.
- **Manual / Connected selection UI**: `StepCreateAccount` now presents
a choice between manual and connected account setup before proceeding.
- **Auto-account creation on OAuth callback**:
`AccountMappingController` and `AuthorizationController` auto-create
accounts for non-onboarded users and redirect back to
`/onboarding?step=create-account` instead of showing the mapping UI.
- **`?step=` deep-linking**: The onboarding page reads a `?step=` query
param on mount and starts at that step, so returning from bank OAuth
lands at the right place.
- **Skip import steps for connected accounts**: `handleAccountCreated`
detects `connected: true` and skips `import-transactions` /
`import-balances`, going directly to `category-types` (first account) or
`more-accounts` (subsequent accounts).
- **Fix phantom account in more-accounts**: Connected accounts are no
longer added to `createdAccounts` state (they already appear via
`existingAccounts`), preventing a duplicate nameless entry in the final
account list.
- **Feature flags enabled in non-production**: `open-banking` and
`account-mapping` Pennant flags now resolve to `! app()->isProduction()`
instead of always `false`.
- **Open-banking routes accessible during onboarding**: Removed
`onboarded`/`subscribed` middleware from open-banking routes;
`EnsureOnboardingComplete` middleware explicitly allows `open-banking.*`
routes through.
## ✅ Verification
### Tests
- Updated `tests/Browser/OnboardingFlowTest.php` to reflect new UI
(manual/connected selection).
- Existing feature tests for open-banking controllers pass (pre-existing
failures in Binance/Bitpanda/IndexaCapital/AuthorizationController tests
are from a prior commit unrelated to this work).
### Manual Verification
- Connected account flow tested end-to-end: bank OAuth → auto-account
creation → redirect to `create-account` step → Continue → skip import
steps → `category-types`.
- 7-account BBVA user correctly shows all accounts in `more-accounts`
via `filteredExistingAccounts` with no phantom entry.
- Feature flags confirmed active in local environment via tinker.
## 🚪 Why?
The verify email template included a personal introduction ("Hi! I'm
Victor, the founder of Whisper Money.") which is redundant and overly
informal for a transactional email. Removing it makes the email more
concise and professional.
## 🔑 What?
- Removed the personal introduction line from the verify email Blade
template
- Updated the corresponding Spanish translation key to match the new
string
## Why
### Problem
The mobile bottom navigation bar showed only icons with no labels,
making it hard to identify each section at a glance — especially for new
users.
## What
### Changes
- Each nav item now renders its icon above a short text label
- Active item gets a subtle pill background (`bg-primary/15`) matching
the reference design
- Each button uses `flex-1` so items stretch to fill all available width
evenly
- Added `mobileTitle` to all nav items with short, space-conscious
labels: `Panel`, `Flujo`, `Cuentas`, `Movim.`, `Presup.`
- Removed the `__()` translation dependency from the mobile nav to avoid
a runtime crash that was causing icons to disappear entirely
## Why
### Problem
On iOS (and narrow mobile screens), the transactions toolbar overflows
the viewport — the Columns button is pushed off-screen because the
actions row does not wrap.
Additionally, the \"Add Transaction\" button label was too long for
small screens, contributing to the overflow.
## What
### Changes
<img width="388" height="374" alt="image"
src="https://github.com/user-attachments/assets/7962f21d-70b7-427b-b01b-a855b687452d"
/>
## Summary
- Wrap all hardcoded strings in `create-budget-dialog.tsx` and
`edit-budget-dialog.tsx` with `__()` so they pass through the i18n
system (submit button label, start day labels, helper text for
carry-over/reset, and the selection-required validation message)
- Update `getBudgetPeriodTypeLabel` and `getRolloverTypeLabel` in
`budget.ts` to use `__()` so period type options (Monthly, Weekly,
Bi-weekly, Custom) and rollover types (Carry Over, Reset/Pool) are
translated
- Add all missing Spanish translations to `lang/es.json`: period type
labels, rollover type labels, start-day helpers, carry-over/reset
descriptions, and validation messages
## Summary
- Wrap benefit card titles and descriptions in `__()` — they were
hardcoded strings never passed through the translation function
- Move the `benefits` array inside the component so `__()` is called at
render time (after translations are loaded)
- Add 7 missing Spanish translation keys in `lang/es.json`
- Fix the untranslated `"— $9/month"` entry that had the English string
as its own translation
## Missing keys added
| English | Spanish |
|---|---|
| Unlimited Everything | Sin Límites en Todo |
| No limits on bank accounts, transactions, or categories. | Sin límites
en cuentas bancarias, transacciones o categorías. |
| Your data is never shared with third parties. You are always the
owner. | Tus datos nunca se comparten con terceros. Tú eres siempre el
propietario. |
| Smart Automation | Automatización Inteligente |
| Automation rules to categorize transactions automatically. | Reglas de
automatización para categorizar transacciones automáticamente. |
| Priority Support | Soporte Prioritario |
| Get help when you need it with priority email support. | Obtén ayuda
cuando la necesites con soporte prioritario por correo electrónico. |
| — $9/month | — $9/mes |
## 🚪 Why?
### Problem
Untranslated strings were silently reaching production. Several UI
components rendered raw English literals without going through \`__()\`,
and 15+ strings used via \`__()\` had no entry in \`lang/es.json\`,
causing Spanish-locale users to see untranslated text. There was also no
automated safeguard to catch new regressions.
## 🔑 What?
### Changes
- Add \`tests/Feature/LocalizationTest.php\` with two test groups that
run in CI:
1. **PHP translation files** — verifies every key in \`lang/en/*.php\`
exists in the matching \`lang/es/*.php\` file
2. **Spanish JSON translations** — scans all \`.ts\`/\`.tsx\` files for
static \`__()\` calls and asserts each key exists in \`lang/es.json\`
- Wrap previously unwrapped literals in \`__()\` in `header.tsx`
(Github, Discord, Dashboard, Log in, Register), \`appearance.tsx\`
(Chart color scheme heading and color scheme labels), and
\`rule-builder.tsx\` (field config labels and operator labels at render
site)
- Add 15 missing Spanish translations to \`lang/es.json\`: Discord,
Chart color scheme, Choose the color palette for your charts, Blue,
Colorful, Neutral, Pink, Account Name, Bank Name, contains, equals,
greater than, is empty, is not empty, less than
## ✅ Verification
### Tests
- New test: `tests/Feature/LocalizationTest.php` — 2 tests, 4
assertions, all passing
- Runs automatically in CI via the existing `./vendor/bin/pest` job (no
CI config changes needed)
### Manual Verification
- `php artisan test --compact tests/Feature/LocalizationTest.php` →
`Tests: 2 passed (4 assertions)`
## 🚪 Why?
### Problem
The bulk actions bar lost the \"Select all matching filters\"
capability, limiting users to acting only on the currently
visible/selected page of transactions. Users had no way to apply bulk
operations (category, labels, re-evaluate rules) to all transactions
matching their active filters.
## 🔑 What?
### Changes
- Re-adds a \"Select all matching filters\" icon button (with tooltip)
to the bulk actions bar — clicking it switches into a \"selecting all\"
mode
- When selecting all: the count label is replaced by a `CheckCheck` icon
with tooltip \"All matching filters\"; the Delete action is hidden
(backend-only safety)
- Bulk category and label updates in \"select all\" mode send `filters`
to `PATCH /transactions/bulk` and show a loading → success toast with
the updated count
- Re-evaluate rules in \"select all\" mode sends `filters` to the
re-evaluate bulk endpoint instead of `transaction_ids`
- Extends `BulkReEvaluateRulesRequest` and
`ReEvaluateTransactionRulesJob` to accept and apply a `filters` param
- Adds Spanish translations for new strings
- Wraps transaction count text in `whitespace-nowrap` to prevent it
splitting across two lines
## ✅ Verification
### Tests
- 2 new tests added in
`tests/Feature/ReEvaluateTransactionRulesTest.php`: verifies controller
passes filters to job, and job correctly scopes transactions by filters
- All 16 tests in `ReEvaluateTransactionRulesTest` pass
## Why
### Problem
Two small locale bugs in the Spanish UI:
1. **Budgets — Tracking label**: The translated string `Seguimiento:`
was rendered immediately adjacent to the tracking label value (e.g.
`Seguimiento:Padel`) due to a missing whitespace between the two JSX
expressions.
2. **Settings > Connections — account count**: The lowercase keys
`account` and `accounts` used for the singular/plural account count
badge (`ES · 1 account`) had no Spanish translations, so the English
fallback was always shown instead of `1 cuenta` / `X cuentas`.
## What
- `resources/js/components/budgets/budget-list-card.tsx`: Added `{' '}`
between `{__('Tracking:')}` and `{trackingLabel}` to ensure a space is
always rendered.
- `lang/es.json`: Added missing lowercase translation keys `"account":
"cuenta"` and `"accounts": "cuentas"`.
## Verification
### Tests
No dedicated tests exist for rendered translation strings. Changes are
mechanical (whitespace and JSON key additions) with no logic involved.
### Manual
- Switch locale to Spanish (`es`).
- Navigate to Budgets — confirm the tracking label reads `Seguimiento:
Padel` (with space).
- Navigate to Settings > Connections — confirm the account count reads
`1 cuenta` / `X cuentas`.
## Why
### Problem
The app had two categories of localization gaps:
1. Many UI strings were not translated — Spanish users saw raw English
text because keys were missing from `lang/es.json`.
2. All currency and number formatting was hardcoded to `'en-US'` (or
`undefined`), so amounts always formatted in English style regardless of
the user's locale setting.
## What
### Changes
- **`lang/es.json`** — Added 22 missing Spanish translation keys
covering onboarding, automation rules, balance history, dashboard, and
more.
- **`utils/currency.ts`** — Added `locale` parameter (default `'en-US'`)
to `formatCurrency`.
- **`utils/chart.tsx`** — Added `locale` parameter to
`formatCurrencyWithCode`; replaced `.toLocaleString()` calls with
locale-aware versions.
- **`hooks/use-dashboard-data.ts`** — Added `locale` param to
`formatMonth` and `deriveAccountMetrics`; wired `useLocale()` inside
`useDashboardData`.
- **`pages/dashboard.tsx`** — Added `useLocale()` and passed `locale` to
`deriveAccountMetrics`.
- **`components/charts/sankey-chart.tsx`** — Added `locale` param to
`formatAmount` and threaded it through `OtherCategoriesBreakdown`.
- **`components/charts/mom-chart.tsx`** — Replaced hardcoded `'en-US'`
in YAxis tickFormatter with `useLocale()`.
- **`components/budgets/budget-list-card.tsx`** — Passed `locale` to all
`formatCurrency` calls.
- **`components/budgets/budget-spending-chart.tsx`** — Passed `locale`
to all `formatCurrency` calls in `CustomTooltip`.
- **`components/ui/amount-display.tsx`** — Added `useLocale()` and
passed to `Intl.NumberFormat`.
- **`components/ui/amount-input.tsx`** — Added `useLocale()` and passed
to `Intl.NumberFormat` used for display formatting.
- **`components/accounts/balances-modal.tsx`** — Added `useLocale()` for
both the balance formatter and `formatDate`.
- **`components/transactions/edit-transaction-dialog.tsx`** — Replaced
hardcoded `'en-US'` with `useLocale()`.
-
**`components/accounts/import-balances/import-balance-step-mapping.tsx`**
— Replaced `'en-US'` with `useLocale()` in preview formatting.
- **`components/transactions/import-step-mapping.tsx`** — Replaced
`'en-US'` with `useLocale()` in preview formatting.
- **`components/onboarding/step-create-account.tsx`** — Fixed garbled
Spanish caused by 3-part JSX string concatenation; replaced with single
translation key.
- **`components/automation-rules/create-automation-rule-dialog.tsx`** —
Fixed multiline description key mismatch with `es.json`.
## Verification
### Tests
- TypeScript check (`npx tsc --noEmit`) passes with no new errors
introduced by these changes.
- `lang/es.json` validated as well-formed JSON.
### Manual
- With locale set to `es`, all previously untranslated strings now
render in Spanish.
- Currency amounts format according to the user's locale (e.g.,
`1.234,56 €` in `es` vs `$1,234.56` in `en-US`).
## Why
### Problem
Three UX issues were identified:
1. **Connection status badge looked like a button** — the `<Badge>`
component has interactive-looking styles that made it visually ambiguous
as a status indicator rather than a purely informational element.
2. **"Update balance" was shown for bank-connected accounts** — accounts
synced via Open Banking have their balances managed automatically;
showing a manual update button was misleading and could create
confusion.
3. **Delete confirmation word was not localized** — the dialog required
typing `DELETE` even when the UI was in Spanish, where the placeholder
correctly said `ELIMINAR`. The check was hardcoded to `'DELETE'`.
## What
### Changes
<img width="756" height="407" alt="image"
src="https://github.com/user-attachments/assets/4866edf7-5329-486a-9f72-fcd69429f784"
/>
<img width="757" height="424" alt="image"
src="https://github.com/user-attachments/assets/bc9bda54-e0a4-402b-be32-a9fe1897cfd5"
/>
Víctor Falcón