## 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.
## Summary
Implements a complete user onboarding flow that guides new users through
setting up their account after registration.
## Features
- **Step-by-step wizard UI** with progress indicator and smooth
animations
- **E2E Encryption setup** with password strength indicator and
explanation of how encryption works
- **Account creation** supporting all account types (checking, savings,
credit card, investment, pension)
- **Category customization** with explanation of category types
(expenses, income, transfer)
- **Smart rules explanation** covering why there is no AI
auto-categorization (privacy & E2EE)
- **Transaction/balance import** based on account type
- **Sync integration** to ensure data consistency with backend
## Flow Diagram
```mermaid
flowchart TD
A[User Registration] --> B[Welcome]
B --> E[Encryption Explained]
E --> C{Has encryption key?}
C -->|No|F[Encryption Setup]
C -->|Yes|G{Has Existing Accounts?}
G -->|Yes| H[Show Existing Accounts]
G -->|No| I[Create First Account]
H --> J[Continue]
I --> K{Account Type?}
K -->|Checking/Savings/Credit Card| L[Import Transactions]
K -->|Investment/Pension| M[Import Balances]
J --> N[Category Types Explanation]
L --> N
M --> N
N --> O[Customize Categories]
O --> P[Smart Rules Explanation]
P --> Q[More Accounts?]
Q -->|Add More| I
Q -->|Finish| R[Complete]
R --> S[Redirect to Dashboard]
S --> T{Subscribed?}
T -->|No| U[Subscribe Page]
T -->|Yes| V[Dashboard]
```
## Technical Changes
### Backend
- Added `onboarded_at` field to users table with migration
- Created `EnsureOnboardingComplete` middleware for redirect logic
- Created `OnboardingController` with index and complete actions
- Custom `RegisterResponse` to redirect new users to onboarding
- Updated `AccountController::store` to return JSON for fetch requests
### Frontend
- `OnboardingLayout` - fullscreen layout with step progress
- `useOnboardingState` hook - manages step navigation and state
- 12 step components for each onboarding screen
- Backend sync after account creation and imports
### Tests
- Feature tests for onboarding middleware
- Updated existing tests to use `onboarded()` factory state
* Add category type field support
- Remove default value from type column in migration
- Add type validation to StoreCategoryRequest and UpdateCategoryRequest
- Include type field in CategoryController index response
- Assign proper types to all default categories (income/expense/transfer)
- Update CategoryFactory to include type field
- Add type field to TypeScript Category interface
- Add type select field to create and edit category dialogs
- Update all category tests to include type field
- Add new tests for type field validation
All tests passing (27 category-related tests)
* Add CategoryColor enum and update validation rules
* Remove unused AccountType enum class
* Add category type column to settings page
* Remove obsolete import screenshots, add new category edit screenshot
* feat(ui): add transfer type description alerts
* feat(tests): Add .gitignore and update CategoriesTest.php for Browser tests
* fix: update transfer category UI and test
* chore: update .gitignore to include Screenshots directory
* Change category type from income to expense
Víctor Falcón