## Problem
On mobile, starting an OAuth connection from ChatGPT (MCP connector)
opens the **installed Whisper Money PWA** and lands on the **dashboard**
instead of the OAuth consent screen — so the connection can never be
approved.
## Cause
The web app manifest declares `scope: "/"`, so the installed PWA claims
the entire origin, including `/oauth/authorize`. On Android the OAuth
link gets captured into the app, and the default launch behavior just
**focuses the already-open window (the dashboard) and drops the incoming
URL** — the consent page never loads.
Narrowing `scope` to exclude `/oauth` isn't viable: the app's routes are
flat (`/dashboard`, `/transactions`, `/accounts`, …) and share no
prefix, so a narrower scope would push half the app out to the browser.
## Fix
- `site.webmanifest`: add `launch_handler.client_mode: "focus-existing"`
so the launcher hands the app the captured target URL via the launch
queue.
- `app.tsx`: a `launchQueue` consumer that navigates to the target URL
when it's an `/oauth/` path. Every other launch is a no-op (keeps its
place).
Low blast radius — additive manifest field + a guard scoped to `/oauth/`
paths; existing (desktop) OAuth is unaffected.
## Verification
Cannot be tested off-device. After deploy, on the phone:
1. **Reinstall the PWA** (remove from home screen, re-add) so Android
re-fetches the manifest.
2. Retry the ChatGPT OAuth connect → should land on the "Connect ChatGPT
to Whisper Money" consent screen.
Depends on `launch_handler`/`launchQueue` (Chrome/Edge 102+, covers
nearly all Android).
## Context
Follow-up to #589. In production, the deduped Wise entry rendered with
the **Enable Banking blue wordmark** instead of our own green "W" mark,
even though clicking it correctly starts our native (personal-token)
integration.
## Cause
#589 set the native Wise provider's `logo` to the Enable Banking brand
URL (`https://enablebanking.com/brands/BE/Wise/`) and deleted our local
asset — based on the mistaken belief that the green mark came from the
aggregator. It was the other way around: our asset
(`public/images/banks/logos/wise.png`, added in #525) **was** the green
mark; the Enable Banking URL serves the old blue wordmark.
## Fix
- Restore the green Wise asset.
- Point the native provider's `logo` back at
`/images/banks/logos/wise.png`.
- Update the regression test's expected logo accordingly.
Only the `logo` field was ever wrong — the dedup and unique-key fixes
from #589 are unaffected, so a single Wise entry still surfaces our
native integration.
## Problem
In production, searching for a bank like **Wise** in the *Connect Bank
Account* picker showed it many times, and **the count grew every time
the search box changed** (4 → 6 → …). Only one entry — the real native
integration — should appear.
## Root cause
Two bugs stacked on top of each other:
1. **Non-unique React key.** The list rendered each institution with
`key={institution.name}`. Wise is offered both natively (our own
API-token integration) and by the Enable Banking aggregator, so two rows
shared the key `"Wise"`. On every re-render of the filtered list, React
couldn't reconcile the duplicate keys and **leaked orphaned DOM nodes**
instead of replacing them — so the entry multiplied with each keystroke
(and rendered out of alphabetical order). React even warned: *"two
children with the same key, Wise … may cause children to be
duplicated"*.
2. **No dedup against native integrations.** Even without the growth,
Wise showed twice (aggregator + native). It should only surface through
our own integration.
The bank list is built from the Enable Banking API merged with our
native providers — it does **not** read from the `banks` table, which
was a red herring (only 2 non-duplicated Wise rows there).
## Changes
- Unique key (`name-country-index`) in both the dialog and inline
pickers.
- Drop aggregator institutions we already integrate natively, so Wise
only surfaces through its own integration (general — also covers
Binance, Coinbase, etc.).
- Point the native Wise logo at the official brand mark; remove the
now-unused local asset.
## Tests
Added regression tests covering dedup and repeated filtering. Reproduced
the bug first (counts grew `[3,4,5,6,7]`), then confirmed the fix holds
it at `1`. Full JS suite green (242 tests).
## What
Adds **Interactive Brokers** as a banking sync provider (investment
account, balances only), mirroring the Indexa Capital integration.
It uses the **Flex Web Service** rather than IBKR's Web API: the Web API
requires registering as an IBKR third party (business entity, Compliance
approval, RSA-signed OAuth, ~3-5 weeks), which is overkill for read-only
balance sync. Flex is a read-only token + Query ID model that fits our
existing API-key provider shape.
### How the sync works
- The user creates an Activity Flex Query (NAV + Open Positions) and a
Flex Web Service token in their IBKR Client Portal, then pastes both.
- Client flow: `SendRequest` → reference code → poll `GetStatement` →
parse the XML statement.
- Mapping: `EquitySummaryByReportDateInBase@total` → `balance` (daily
rows give historical backfill on first sync); `Σ(OpenPosition
costBasisMoney × fxRateToBase) + cash` → `invested_amount`, so **profit
derives as `balance − invested_amount`** (unrealized P&L), like Indexa
Capital. Everything is already in base currency, so no FX conversion is
needed.
- One statement covers every account, so the syncer fetches once per
connection to respect IB's per-query rate limit.
- IB returns HTTP 200 with an error XML, so the client translates Flex
error codes into the exceptions the sync job already understands:
`RequestException(401)` for token problems, `RequestException(429)` for
throttling, `TransientBankingProviderException` otherwise.
### Connect flow
- New connect/update-credentials endpoints validate the credentials by
pulling a statement, then build pending accounts from it.
- Credentials reuse the encrypted `api_token` (Flex token) and
`api_secret` (Flex Query ID) columns — **no migration**.
- The IB option (two fields) is added to the connect dialog, inline
connect flow, and update-credentials dialog, with Spanish translations.
## Feature flag (why this is a draft)
Gated behind a Pennant feature `App\Features\InteractiveBrokers` (off by
default). It was built against documented/open-source Flex XML fixtures,
**not a live IBKR account** (we don't have one). Before enabling,
validate against a real account (beta tester or a free IBKR account):
```
php artisan feature:enable InteractiveBrokers user@example.com
```
If the parser needs tweaks against real XML, they should be minor
(field-name level).
## Tests
- Client + balance sync: NAV → balance, invested/profit, daily backfill,
since-date incremental, multi-account, GetStatement polling, token-401 /
rate-limit-429 mapping.
- Controller: feature-flag gate (403), valid/invalid credentials,
subscription gate, onboarding auto-create, validation.
- Factory wiring, enum cases, job-level sync, feature-flag visibility
(vitest).
- Spanish translations added (enforced by `LocalizationTest`).
All green: `pint --test`, `phpstan`, OpenBanking + localization suite,
vitest.
## Summary
Adds **Wise** as an API-token banking provider — connect flow,
transaction sync, and per-wallet balance sync — and fixes two bugs that
kept business/extra profiles and balances from working.
## Changes
- **Balance sync** — new `WiseBalanceSyncService` pulls
borderless-account balances on every sync. Previously Wise balances were
never fetched, so the displayed balance went stale (frozen at the last
value).
- **Multi-profile connect** — `WiseController` now creates accounts for
**every** profile on the token (personal *and* business), not just one.
- **ID-format fix** — `external_account_id` is now
`"{profileId}:{currency}"`. The connect flow previously wrote the
**borderless-account id**, but both sync services parse the **profile
id** — so any UI-connected account (and every business profile) silently
failed to sync.
- **Tests** — `WiseBalanceSyncTest` (currency matching, idempotent
today-balance, skip-when-unmapped) and `WiseControllerTest`
(multi-profile pending accounts, onboarding auto-create, invalid token).
## Test plan
- [x] `php artisan test
tests/Feature/OpenBanking/WiseBalanceSyncTest.php
tests/Feature/OpenBanking/WiseControllerTest.php` — 6 passing / 28
assertions
- [x] `vendor/bin/pint` — clean
- [ ] CI (full pest + lint + build)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: Víctor Falcón <victoor89@gmail.com>
## Summary
- Replace Caddy reverse proxy with [Portless](https://portless.sh) for
local HTTPS, eliminating manual cert generation and `/etc/hosts` editing
- Two URL strategies coexist: `composer run dev` uses worktree-aware
URLs (`https://<branch>.dev.whisper.money.localhost`), `whispermoney
start` uses a fixed alias (`https://whisper.money.localhost`)
- Remove Caddyfile, `docker/caddy/` directory, caddy service from
`compose.yaml`, and cert-related `.gitignore` entries
- Simplify `vite.config.ts` by removing caddy cert detection block (Vite
stays on plain HTTP since browsers treat localhost as secure context)
- Overhaul `public/setup.sh` to use `portless trust`, `portless proxy
start`, and `portless alias` instead of SSL cert generation and hosts
file editing
## Why
### Problem
Two iOS-specific UX issues reported by users:
1. **App icon invisible on light wallpapers** — the home screen shortcut
icon was a black logo on a white background, making it nearly invisible
against light iOS wallpapers (appeared as a faint frosted outline).
2. **Country dropdown overflows viewport** — the country picker in the
Connect Account flow exceeded the mobile viewport height, making it
impossible to scroll through the full list on small screens.
### Root Cause
1. All icon PNGs were exported with a white background and a black/grey
logo. The PWA manifest `background_color` was also `#ffffff`. No dark
background was baked in.
2. `SelectContent` used a fixed `max-h-96` (384px) regardless of
available screen space. The `SelectPrimitive.Viewport` height was bound
to `--radix-select-trigger-height` (the trigger element's height)
instead of the actual available viewport space, preventing Radix's
internal scroll buttons from working correctly on mobile.
## What
### Changes
- Regenerated all icon PNGs (favicon, apple-touch-icon,
web-app-manifest, whispermoney_icon_x*) — white logo on `#1b1b18` dark
background via ImageMagick Screen composite
- Updated `site.webmanifest` `background_color` from `#ffffff` →
`#1b1b18`
- Fixed `SelectContent` max height: `max-h-96` →
`max-h-[min(24rem,var(--radix-select-content-available-height))]`
- Fixed `SelectPrimitive.Viewport` height:
`--radix-select-trigger-height` →
`--radix-select-content-available-height`
## Verification
### Tests
No automated tests cover static asset generation or CSS utility values —
these are visual/rendering fixes.
### Manual
- iOS: Remove and re-add the home screen shortcut from Safari to pick up
the new `apple-touch-icon.png`. Icon should show a white bird logo on a
dark background, visible on any wallpaper.
- Mobile (iOS/Android): Open Connect Account dialog and verify the
country dropdown fits within the viewport and is fully scrollable.
## Summary
- Redesign the landing page with a screenshot-driven layout replacing
placeholder icons
- Add real screenshots (light + dark mode) for all feature sections:
accounts, transactions, privacy, import, budgets (list, detail, edit),
and cashflow
- Update fonts to IBM Plex and refine section spacing, testimonials,
pricing, and FAQ
## Test plan
- [ ] Verify all feature screenshots load correctly in both light and
dark mode
- [ ] Check responsive layout across mobile, tablet, and desktop
- [ ] Confirm lazy loading works for images below the fold
## Summary
- Replaces Valet/Traefik with Docker-based infrastructure: Caddy (HTTPS
reverse proxy), MySQL, Redis, Mailhog
- PHP runs natively on the host via `composer run dev` — Caddy proxies
to `host.docker.internal:8000`
- PHP container available under `--profile full` for self-hosting via
`setup.sh`
- Vite dev server serves over HTTPS using mkcert certs to avoid
mixed-content issues
- `.env.example` defaults updated for host-based dev workflow (127.0.0.1
+ forwarded ports)
- Deletes obsolete `traefik/` directory
## Test plan
- [x] `docker compose up -d` starts caddy, mysql, redis, mailhog (NOT
php)
- [x] `composer run dev` serves PHP on :8000, Vite on :5173 with HTTPS
- [x] `https://whisper.money.local` loads correctly via Caddy
- [x] Vite HMR works (edit a React component, see hot reload)
- [x] `php artisan test --compact` passes
- [x] `docker compose --profile full up -d` also starts the PHP
container
## Summary
- Add service worker registration and `viewport-fit=cover` for proper
iOS standalone mode (no Safari chrome)
- Change manifest `start_url` to `/dashboard` so PWA users skip the
landing page
- Add tests for PWA configuration
## Test plan
- [x] Deploy and re-add PWA to iOS home screen — should open as
standalone (no address bar)
- [x] PWA launch should go to `/dashboard` instead of the landing page
- [x] Non-authenticated PWA users should be redirected to login
Closes#71
This PR simplifies the IndexedDB synchronization mechanism by removing
individual sync controllers and services, and instead using Inertia.js
shared props to provide data globally across the application.
## Benefits
1. **Simplified Architecture**: Removed complex sync logic for
static/semi-static data (accounts, categories, banks, labels, automation
rules)
2. **Better Performance**: Data is now shared via Inertia props,
eliminating unnecessary API calls and IndexedDB operations
3. **Reduced Complexity**: Significantly reduced codebase size (~2000
lines removed)
4. **Better UX**: Data is immediately available on page load without
waiting for sync operations
5. **Maintainability**: Fewer moving parts means easier to maintain and
debug
## Migration Notes
- Transaction syncing still uses IndexedDB for offline support
- All other data (accounts, categories, banks, labels, automation rules)
is now fetched via Inertia shared props
- Components automatically receive updated data on navigation without
manual sync operations
## Changes
- Moved `setup.sh` to `public/setup.sh` so it's accessible via
`https://whisper.money/setup.sh` for remote users
- Added `wispermoney` wrapper command in root directory for easy local
execution
- Updated README to document the new `wispermoney` command
- Removed duplicate `setup.sh` from root directory
## Benefits
- Remote users can still use: `bash <(curl -fsSL
https://whisper.money/setup.sh)`
- Local developers can now use: `./wispermoney install` (or
start/stop/upgrade)
- Single source of truth - no duplicate setup scripts
- Cleaner project structure
## Changes
- Updated `site.webmanifest` with proper PWA configuration:
- Added all maskable icons (48, 72, 96, 128, 192, 384, 512)
- Set theme_color and background_color for native feel
- Added start_url, scope, id, description, and categories
- Enhanced iOS/Safari support in `app.blade.php`:
- Added `apple-mobile-web-app-capable` for fullscreen mode
- Added `apple-mobile-web-app-status-bar-style: black-translucent` for
integrated status bar
- Added `mobile-web-app-capable` for Android
The dynamic theme-color meta tags (`#ffffff` for light, `#383838` for
dark) match the app's background colors, ensuring the status bar blends
seamlessly with the app.
- Add bank logos for BBVA, Indexa Capital, and ING
- Move bank logo from Bank column to Account column
- Make bank logos rounded-full in both custom bank form and transaction table
- Adjust description column max width from 500px to 400px
- Improve Account column layout with flex container and min-width
Víctor Falcón
Toni Grunwald