Commit Graph

663 Commits

Author SHA1 Message Date
Víctor Falcón 00c412a837 chore: release v0.1.20 2026-04-24 19:23:07 +02:00
Víctor Falcón 0eca002856
fix(docker): ensure www-data owns storage after artisan commands (#329)
## Problem

Sentry reporting permission-denied errors on `/open-banking/callback`:

> UnexpectedValueException: The stream or file
"/app/storage/logs/laravel.log" could not be opened in append mode:
Failed to open stream: Permission denied

4 issues, 14 events (PHP-LARAVEL-Z, 10, 11, 12).

## Root cause

Entrypoint runs as root. After the initial `chown www-data`, artisan
commands (`config:cache`, `route:cache`, `view:cache`, `event:cache`,
`migrate`) execute and can create/touch `storage/logs/laravel.log` as
root. Later, php-fpm (www-data) tries to append and fails.

Queue workers + inertia-ssr also run as root via supervisor — same
failure mode from worker side.

## Fix

- `docker/entrypoint.sh`: re-chown `/app/storage` and
`/app/bootstrap/cache` to www-data **after** artisan cache warm-up, just
before `exec supervisord`.
- `docker/supervisor/supervisord.conf`: add `user=www-data` to
`queue-worker`, `queue-worker-emails`, `inertia-ssr`. Nginx and php-fpm
master keep root (need port 80 / pool forking).

## Verification

Deploy and confirm Sentry issues stop firing on next
`/open-banking/callback` hits.
2026-04-24 18:21:15 +01:00
Víctor Falcón 79075dbcdf
fix(i18n): translate Unknown Income/Expense and other missing ES strings (#331)
## Summary

Fixes untranslated strings surfaced in the Spanish UI (e.g. `Unknown
Income`, `Unknown Expense` on the cashflow breakdown).

## Root cause

`CashflowAnalyticsController` pushed literal English names into the API
response for uncategorized totals, bypassing `__()`. Additional `__()`
calls across the sync flow and validation had no matching keys in
`lang/es.json`. Several frontend toasts/errors were also hardcoded.

## Changes

**Controller (P0)**
- `app/Http/Controllers/Api/CashflowAnalyticsController.php` — wrap
`Unknown Income`/`Unknown Expense` with `__()` (lines 250, 323).

**Translations (P0 + P1 + P2)**
- `lang/es.json` — added 23 keys (1730 → 1753):
  - `Unknown Income`, `Unknown Expense`, `Unknown Bank`, `Unknown error`
- Sync/banking messages: `Invalid credentials…`, `Rate limit exceeded…`,
`Failed to sync with the provider…`, `The provider is experiencing
issues…`, `An unexpected error occurred during sync…`, `Credentials
updated. Sync started.`, `Action required: :provider connection needs
attention`, `:count new transactions synced on Whisper Money`
- Validation: `The selected property cannot be linked.`, `The selected
property is already linked to a loan.`, `The verification link is
invalid.`, `This field is required.`
- Misc: `Confirm your waitlist spot - Whisper Money`, `Log in to your
bank`
- Frontend toasts: `Failed to re-evaluate rules. Please try again.`,
`Failed to load import data`, `All transactions failed to import`,
`Failed to update transactions`, `Failed to update transactions with
labels`

**Frontend hardcoded strings wrapped in `__()` (P2)**
- `resources/js/components/transactions/import-transactions-drawer.tsx`
- `resources/js/components/accounts/import-balances-drawer.tsx`
- `resources/js/lib/sync-manager.ts` (added `@/utils/i18n` import)
- `resources/js/components/transactions/transaction-list.tsx`
- `resources/js/components/transactions/import-transactions-button.tsx`
- `resources/js/pages/transactions/index.tsx`

## Verification

- `vendor/bin/pint --dirty` → pass
- `php artisan test --filter=CashflowAnalytics` → 24 passed
- `php artisan test --filter=Sync` → 166 passed
- `npm run build` → OK
- Post-fix audit: 0 real missing `__()` keys remaining
2026-04-24 17:58:26 +01:00
Víctor Falcón 7028400050
chore: remove release workflow (#330)
Direct pushes to `main` are blocked by branch ruleset, causing the
release workflow to fail. Removing it for now.
2026-04-24 16:49:39 +00:00
Copilot 25e14fa4db
Use Bun in manual release workflow (#327)
Manual `Release` workflow failed before `release-it` ran because it
installed dependencies with `npm ci` while repository dependency state
is maintained with Bun. This change aligns the release job with the
repo’s actual package manager so manual releases can install
dependencies from the committed lockfile.

- **Problem**
- `release.yml` used `npm ci`, which requires `package.json` and
`package-lock.json` to be perfectly in sync.
- Repo changes had moved dependency resolution forward via Bun, causing
the manual release job to fail during install instead of reaching
release creation.

- **Workflow change**
  - Keep Node setup for `release-it`.
  - Add Bun setup in the release job.
  - Replace `npm ci` with `bun install --frozen-lockfile`.

- **Result**
- Manual release job now follows same package manager path as rest of
repo/workflows.
- Dependency installation uses committed Bun lock state, avoiding
`package-lock.json` drift as release blocker.

```yaml
- uses: actions/setup-node@v4
  with:
    node-version: '20'

- uses: oven-sh/setup-bun@v2

- name: Install dependencies
  run: bun install --frozen-lockfile
```

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: victor-falcon <238766+victor-falcon@users.noreply.github.com>
2026-04-24 18:24:45 +02:00
Víctor Falcón 267bdec405
ci: add manual release workflow (#326)
Adds a manually-triggered workflow to cut releases from the GitHub
Actions UI.

## What

New workflow: \`.github/workflows/release.yml\`

- Trigger: \`workflow_dispatch\` with a \`bump\` input (\`patch\` /
\`minor\` / \`major\`, default \`patch\`)
- Runs \`npx release-it <bump> --ci\` → reuses existing
\`.release-it.json\`:
  - angular conventional-changelog preset
  - updates \`CHANGELOG.md\`
  - commits \`chore: release vX.Y.Z\`
  - tags \`vX.Y.Z\`
  - creates GitHub release with grouped Features / Bug Fixes notes

## Auth

Uses the default \`GITHUB_TOKEN\` (no PAT). Requires:

- \`permissions: contents: write\` (push commit/tag, create release)
- Repo setting: Settings → Actions → General → Workflow permissions →
**Read and write permissions**

If \`main\` has branch protection blocking direct pushes, the bot token
must be allowed to bypass, otherwise the push step will fail and a PAT
will be needed instead.

## How to run

Actions tab → Release → Run workflow → pick bump type.
2026-04-24 14:39:26 +01:00
Víctor Falcón 5b1d059e02
feat(loans): backfill historical balances on loan creation (#322)
## Summary

Mirror the real-estate historical-balance pattern for loan accounts.
When a loan is created with a current balance, linearly interpolate
monthly `account_balances` rows between the loan start date
(`original_amount`) and today (current balance).

## Approach

Since we don't know how the user actually paid down the loan, use simple
linear regression between two known points:
- `(start_date, original_amount)` from `loan_details`
- `(today, current_balance)` from the latest `account_balances` row

Rows are placed on the start date, the 1st of each intermediate month,
and today.

## Changes

- **`LoanBalanceGeneratorService`** — linear interpolation + upsert on
`(account_id, balance_date)` so existing rows aren't duplicated.
- **`GenerateHistoricalLoanBalancesJob`** — `ShouldQueue`, 3 tries, 10s
backoff. Takes account, original amount, start date, current balance,
from, to.
- **`Settings/AccountController::store`** (loan branch) — after creating
`loanDetail`, if a starting balance was provided: generate the last 12
months synchronously, dispatch older window to the queue when
`start_date` predates it.
- **`LoanDetailController::update`** — when the detail is first created
for an existing account, use the most recent `AccountBalance` as the
current value and apply the same sync/async split.

## Tests

- Service: interpolation, single-balance edge, future start_date, upsert
dedupe, monthly 1st placement, from/to range.
- Job: implements `ShouldQueue`, respects from/to range.

```
Tests:    8 passed (62 assertions)
```

No dependency or directory-structure changes.
2026-04-24 13:09:34 +01:00
Víctor Falcón 74cbdd42ef
feat(billing): apply Stripe tax rates to subscriptions (#325)
## Summary
Every subscription now gets Stripe tax rates attached automatically via
Cashier.

## Changes
- `config/subscriptions.php`: new `tax_rates` array, env
`STRIPE_TAX_RATES` (comma-separated), default
`txr_1TPfzrLRCmKA3oWMNWmkQeq2`
- `app/Models/User.php`: `taxRates()` reads from config — Cashier picks
it up automatically on `newSubscription()` checkout + subscription
creation
- `tests/Feature/SubscriptionTest.php`: 2 tests

## Applies to
- New checkout sessions (`SubscriptionController::checkout`)
- New subscriptions created via Cashier

## Existing subscriptions
Not updated automatically. To sync:
```php
$user->subscription('default')->syncTaxRates();
```

## Notes
Using hard-coded tax rate IDs (not Stripe Tax auto-calc). Switch to
`Cashier::calculateTaxes()` later if desired.
2026-04-24 14:07:58 +02:00
Víctor Falcón b399aaaa0d
feat(subscriptions): add configurable trial period to paid plans (#324)
## Summary

Adds a 15-day trial to the monthly and yearly plans. Configurable per
plan (or disabled) via config.

## Changes

- `config/subscriptions.php` — new `trial_days` key per plan (defaults:
monthly=15, yearly=15). Env overrides: `STRIPE_PRO_MONTHLY_TRIAL_DAYS`,
`STRIPE_PRO_YEARLY_TRIAL_DAYS`. Set to `0` to disable.
- `SubscriptionController::checkout` — applies `trialDays()` on the
Cashier subscription builder when `trial_days > 0`.
- Tests — assert `trial_days` surfaced in pricing props; assert
`trialDays(15)` applied on checkout; assert skipped when `0`.

## Notes

Stripe Checkout enforces a **minimum 2-day trial**. Values of `1` will
fail at Stripe. `0` disables cleanly.

## Test plan

```
php artisan test --compact tests/Feature/SubscriptionTest.php
```
2026-04-24 14:07:46 +02:00
Víctor Falcón 169ebf22a5
worktree: Update script (#323) 2026-04-24 13:00:40 +01:00
Víctor Falcón 4b145e230b
feat(accounts): add today marker on projected balance chart (#321)
## Summary

Adds a dashed 'Today' vertical reference line on the account balance
chart when a loan amortization projection is rendered. Makes it obvious
which months on the chart are historical (carry-forward of the last
recorded balance) and which are future projections.

## Context

Loan accounts extend their balance-evolution series with 12 months of
projected amortization values (see
`DashboardAnalyticsController::accountBalanceEvolution`). Without a
marker, past carry-forward months and future projected months looked
like a single continuous history.

## Changes

- `resources/js/components/accounts/account-balance-chart.tsx`
  - Import `ReferenceLine` from recharts.
  - Compute `todayMarker` (`yyyy-MM` monthly, `yyyy-MM-dd` daily).
- Render `<ReferenceLine>` inside the projected `ComposedChart` branch.
- Styling matches the budget spending chart (1px dashed, foreground
stroke, 'Today' label on top).

## Screenshots

_Visual change only — renders a dashed vertical line at the current date
on loan account charts with projection._
2026-04-24 12:45:51 +01:00
Víctor Falcón 38e1976270
fix(chart): hide tooltip on scroll with opacity fade (#320)
## Summary

Follow-up to #317. Portaled tooltip uses `position: fixed`; on scroll it
stayed anchored to stale viewport coords.

- Listen to `scroll` (capture) and `resize`, flip a `hidden` flag to
hide the tooltip.
- Reset flag whenever Recharts reports a new `coordinate` (pointer back
on a bar).
- Replace `visibility` binary toggle with `opacity` + 120ms transition
so the whole tooltip (bg, border, text) fades as one layer instead of
revealing staggered unmount order.

## Test plan
- Hover a bar → tooltip fades in at cursor.
- Scroll the page while hovering → tooltip fades out smoothly, whole
element at once.
- Hover another bar after scrolling → tooltip reappears.
2026-04-24 08:28:14 +01:00
Víctor Falcón 2b4e0e0984
chore: copy .pi dir in worktree setup (#319) 2026-04-23 08:43:06 +01:00
Víctor Falcón 753002f930
fix(dashboard): dismiss account card tooltip when tapping outside (#318)
## Problem

On mobile, the sparkline tooltip on the dashboard account cards covered
almost the entire card, making it very hard to dismiss — you had to tap
very specific spots inside the card to clear it.

## Fix

Listen for `pointerdown` events outside the chart wrapper and unmount
the Recharts `<Tooltip>` to dismiss it. Because only the Tooltip is
toggled (not `<Line>`), there's no redraw animation.

Gated behind `matchMedia('(hover: hover)')` so desktop hover behavior is
left alone — tooltip still appears on hover without any click needed.

Works across multiple cards: tapping one dismisses tooltips on all
others.
2026-04-23 08:35:21 +01:00
Víctor Falcón e4d2ade92f
fix(chart): tooltip escapes overflow, truncates long labels (#317)
## Summary

- Portal chart tooltip to `document.body` to escape ancestor
`overflow-hidden` (CardContent, scroll container). Positioned via
Recharts' `coordinate` prop + `.recharts-wrapper` viewport rect, with
viewport-edge flipping.
- Cap tooltip width and truncate long account/liability names with
ellipsis; values stay nowrap.
- Force `grid-cols-[minmax(0,1fr)]` on tooltip grid tracks so `truncate`
actually engages (grid items default to min-width auto).

## Test plan
- Hover net-worth chart: tooltip no longer clipped by container.
- Position follows cursor; flips near viewport edges.
- Long liability/account names show ellipsis within tooltip bounds.
2026-04-23 08:17:38 +01:00
Víctor Falcón 2604f1158c
Support soft-deleted users with reusable emails (#316)
## Summary
- soft-delete users by adding `deleted_at` to `users`
- rename deleted user emails with a timestamp prefix so original email
can be reused
- block email sends and banking follow-up work for deleted users while
preserving data

## Testing
- php artisan test --compact tests/Feature/DeleteUserCommandTest.php
tests/Feature/Settings/ProfileUpdateTest.php
tests/Feature/Auth/RegistrationTest.php
tests/Feature/Auth/AuthenticationTest.php
tests/Feature/Jobs/Drip/SendWelcomeEmailJobTest.php
tests/Feature/Console/SendUpdateEmailCommandTest.php
- vendor/bin/pint --dirty --format agent
2026-04-22 11:41:41 +01:00
Víctor Falcón c7cfa10117
fix: expose pi mcp extension as mcps.ts (#315)
## Summary
- add project-local `mcps.ts` extension entry for Pi auto-discovery
- move MCP bridge implementation into `.pi/extensions/mcps/main.ts`
- ignore nested `node_modules/` directories so extension package
installs do not dirty repo

## Testing
- `node -e "const
createJiti=require('/opt/homebrew/lib/node_modules/@mariozechner/pi-coding-agent/node_modules/@mariozechner/jiti/lib/jiti.cjs');
const jiti=createJiti(process.cwd()); const
mod=jiti('./.pi/extensions/mcps.ts'); if (typeof mod.default !==
"function") process.exit(1); console.log("ok");"`
2026-04-22 09:51:20 +01:00
Víctor Falcón 9e6920dbc7
chore: add PR check watch note to AGENTS (#314)
## Summary
- add instruction to watch PR checks after PR creation
- include fail-fast command example for CI monitoring

## Testing
- not run (AGENTS.md change only)
2026-04-21 11:14:06 +01:00
Víctor Falcón 905edeb4a2
fix: route new PWA guests to signup (#313)
## Summary
- redirect guest access to protected routes based on returning-user
cookie
- send new PWA guests to registration and returning guests to login
- persist returning-user cookie after register, login, and 2FA login
- keep explicit login links working via `force=1`

## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/Auth/AuthenticationTest.php
tests/Feature/DashboardTest.php tests/Feature/Auth/RegistrationTest.php
2026-04-21 10:53:05 +01:00
Víctor Falcón 240fcf1703
feat(landing): add signed auth links (#312)
## Summary
- add signed landing links that unlock auth buttons while
HIDE_AUTH_BUTTONS is enabled
- persist the unlock in a secure cookie so desktop and installed PWA
users can still sign up
- add artisan command to generate signed landing auth links and test
coverage for the flow

## Testing
- php artisan test --compact tests/Feature/LandingAuthOverrideTest.php
tests/Feature/Console/GenerateLandingAuthLinkCommandTest.php
tests/Feature/Auth/RegistrationTest.php
- php artisan test --compact tests/Feature/WelcomeBanksOrderingTest.php
tests/Feature/SubscriptionTest.php
- vendor/bin/pint --dirty --format agent
2026-04-21 08:28:59 +01:00
Víctor Falcón 69665c3c58
feat(stripe): add promo code generator (#311)
## Summary
- add artisan command to generate N Stripe promotion codes
- default coupon to 0E5fAsXG and enforce single redemption
- add feature test coverage for success and validation

## Testing
- php artisan test --compact
tests/Feature/GenerateStripePromotionCodesCommandTest.php
- vendor/bin/pint --dirty --format agent
2026-04-20 18:15:28 +01:00
Víctor Falcón 16675f6518
fix(open-banking): suppress first sync email (#310)
## Summary
- save the first-sync email cutoff after the initial import finishes so
onboarding transactions are not counted as later sync activity
- add a regression test that reproduces onboarding imports and verifies
the daily sync email stays silent afterward

## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
- vendor/bin/pint --dirty --format agent
2026-04-20 13:38:51 +01:00
Víctor Falcón bfe1af3c83
fix(ci): order sentry deploy after build (#309)
## Summary
- make the `deploy` job wait for `build-image` so Sentry release
creation finishes before deploy tracking runs
- keep the Sentry deploy marker on the same release name while removing
the race that caused `Release not found`
- add a focused regression test that asserts the workflow keeps this
dependency in place

## Testing
- php artisan test --compact tests/Feature/SentryConfigTest.php
2026-04-20 13:35:07 +01:00
Víctor Falcón 3500eaa469
refactor(real-estate): remove Pennant gating (#308)
## Summary
- remove the `real-estate` Pennant flag definition, request gating,
local auto-activation middleware, and frontend shared flag plumbing
- make real-estate account creation and onboarding availability the
default path for all users
- update feature and browser tests to cover default availability instead
of flag enable/disable behavior

## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/RealEstateTest.php
- php artisan test --compact
tests/Feature/RealEstateAvailabilityTest.php
- php artisan test --compact tests/Browser/RealEstateAccountTest.php
- php artisan test --compact tests/Browser/OnboardingFlowTest.php
- php artisan test --compact --filter=\"can create a real estate account
linked to an existing loan\" tests/Browser/BankAccountsTest.php

## Notes
- `npm run build` completed the client build, but the Sentry sourcemap
upload step failed with an SSL/TLS error from the configured plugin
- deploy follow-up: run `php artisan pennant:purge real-estate` to
remove stale stored flag values
2026-04-20 13:31:49 +01:00
Víctor Falcón 75736f3e59
fix(auth): allow forced registration (#307)
## Summary
- allow `/register?force=1` to bypass the hidden-auth redirect and
render the registration page
- preserve the `force=1` query on form submit so hidden signup still
works end-to-end
- enforce hidden-signup blocking in the Fortify user creation path and
cover the forced/unforced flows with tests
2026-04-20 10:00:52 +01:00
Víctor Falcón fbffdd3f3c
fix(open-banking): respect local email hours (#306)
## Summary
- avoid sending bank transaction synced emails during 23:00-08:00 in the
user's local timezone by re-releasing the job until the next local 08:00
- deduplicate the daily bank transaction email by the user's local date
instead of the UTC date
- add feature coverage for quiet hours, first allowed local send time,
and local-day deduplication

## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
- vendor/bin/pint --dirty --format agent

## Notes
- existing 6-hour sync slots still leave at least one valid send slot
for every timezone
2026-04-19 16:44:40 +01:00
Víctor Falcón 827acb8c15
chore: Use caveman on AGENTS.md (#305)
## Summary
- add concise caveman-mode communication rules at top of `AGENTS.md`
- keep existing agent guidance intact while making terse-response
behavior explicit
2026-04-19 16:18:31 +01:00
Víctor Falcón 45e311e17b
fix(budgets): retry assignment deadlocks (#304)
## Summary
- lock the transaction row before reconciling `budget_transactions` so
concurrent assignment work serializes per transaction
- retry the assignment transaction on deadlocks using Laravel's built-in
transaction attempts
- add regression coverage that asserts the deadlock retry path remains
configured for `PHP-LARAVEL-D`

## Testing
- php artisan test --compact
tests/Feature/BudgetTransactionServiceTest.php
tests/Feature/Listeners/AssignTransactionToBudgetTest.php
2026-04-19 11:21:27 +01:00
Víctor Falcón b1ceda61f9
fix(budgets): make budget assignment idempotent (#303)
## Summary
- replace wipe-and-reinsert budget assignment with idempotent
reconciliation in `BudgetTransactionService`
- keep the fix scoped to the service layer instead of relying on queued
listener uniqueness or event metadata
- add regression coverage for duplicate reruns, stale assignment
cleanup, historical reruns, and label-only listener updates

## Testing
- php artisan test --compact
tests/Feature/BudgetTransactionServiceTest.php
tests/Feature/Listeners/AssignTransactionToBudgetTest.php
tests/Feature/TransactionTest.php
tests/Feature/BulkUpdateTransactionsTest.php
2026-04-18 18:39:00 +01:00
Víctor Falcón 22952c4e75
fix(cashflow): read period from server props instead of window (#302)
## Summary
- Fixes
[PHP-LARAVEL-9](https://whisper-money.sentry.io/issues/PHP-LARAVEL-9):
`ReferenceError: window is not defined` during Inertia SSR of
`CashflowPage`.
- `CashflowController` now reads + validates the `period` query param
(`YYYY-MM`) and passes it as an Inertia prop.
- Client `useState` initializer reads from `usePage().props.period`
instead of `window.location.search`, making SSR safe and avoiding
hydration mismatch.
- `useEffect` URL sync now compares against the prop, not
`window.location.search`.

## Why (c) not a `typeof window` guard
Server-provided params avoid hydration mismatch and keep URL as single
source of truth.

## Tests
New `tests/Feature/CashflowPageTest.php`:
- guest redirect
- no query param → `period` prop `null`
- valid `?period=2025-03` → prop `'2025-03'`
- invalid value → `null`
- malformed format (`2025-3`) → `null`

All 5 pass (50 assertions).

## Scope
Cashflow only. Other pages with similar `window.location.search` in
`useState` initializers (`onboarding/index.tsx`, `welcome.tsx`,
`auth/login.tsx`) left for follow-up.

Fixes PHP-LARAVEL-9
2026-04-17 10:27:49 +01:00
Víctor Falcón cfa54a2d9d
fix(demo-reset): use renamed 'ING Direct' bank (#301)
## Summary
- `demo:reset` was looking up the `ING` bank, but it was renamed to `ING
Direct` in production.
- The miss fell through to `Bank::factory()->create(...)`, which fails
in prod because Faker's `fake()` helper isn't available (dev-only
autoload).

## Fix
Update the name lookup in `ResetDemoAccountCommand` to `ING Direct`.

## Sentry
- Fixes PHP-LARAVEL-7 (root cause)
- Fixes PHP-LARAVEL-4 (scheduler wrapper)
2026-04-17 09:43:15 +01:00
Víctor Falcón d79fceff9a
chore: add sentry mcp (#300) 2026-04-17 10:42:34 +02:00
Víctor Falcón 244344e953
feat(open-banking): remove feature flag gating (#297)
## Summary
- remove the Pennant-based `open-banking` flag and middleware gating so
open banking is always available for authenticated users
- simplify landing, onboarding, settings, and subscription flows to use
always-on open-banking behavior and remove stale frontend/shared flag
plumbing
- update open-banking tests and purge stored `open-banking` Pennant rows

## Testing
- `php artisan test --compact
tests/Feature/OpenBanking/InstitutionControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/BinanceControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/IndexaCapitalControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/BitpandaControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/AuthorizationControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/ConnectionControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/AccountMappingTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/OpenBankingFeatureFlagTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/SyncRetryAndLoggingTest.php`
- `php artisan test --compact tests/Feature/SubscriptionTest.php`
- `php artisan test --compact
tests/Feature/WelcomeBanksOrderingTest.php`
- `vendor/bin/pint --dirty --format agent`

## Notes
- `php artisan pennant:purge open-banking` was run to remove stale
stored values
- `php artisan test --compact tests/Browser/OnboardingFlowTest.php`
still has one unrelated real-estate onboarding browser failure (`it
creates a real estate account during onboarding when feature is
enabled`)
2026-04-17 10:20:05 +02:00
Víctor Falcón 63e472e8a4
test(schedule): remove stale horizon snapshot (#298)
- remove random and silly test
2026-04-16 15:14:16 +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 473ac03088
fix(open-banking): skip silent sync emails (#295)
## Summary
- add a per-connection cutoff timestamp so silent first/full sync
imports are excluded from later daily bank sync emails
- keep the existing one-email-per-day user cap while still reporting
transactions created after the silent sync cutoff
- add regression coverage for silent first sync, full sync, and
post-cutoff reporting behavior

## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
- vendor/bin/pint --dirty --format agent
2026-04-16 08:28:44 +01:00
Víctor Falcón 64ec047769
chore: track Sentry releases in CI (#294)
## Summary
- create and finalize Sentry releases in CI using
`whisper-money@<git-sha>`
- bake the release into the production image so Laravel tags backend
events with the deployed version
- mark production deploys in Sentry and add a focused test covering the
release binding

## Testing
- php artisan test --compact tests/Feature/SentryConfigTest.php
2026-04-16 08:04:59 +01:00
Víctor Falcón b438a1c73b
fix(schedule): remove stale horizon snapshot (#293)
## Summary
- remove the stale `horizon:snapshot` scheduled command that still runs
in production
- add a regression test to ensure scheduled commands do not include
Horizon snapshot
- keep production aligned with the current `queue:work` worker setup
2026-04-16 07:35:33 +01:00
Víctor Falcón c90e8166bf
fix(open-banking): sort bank sync email data (#292)
## Summary
- sort bank names before building the daily synced-transactions email
payload
- make the queued mailable payload deterministic so the open banking job
test stops failing intermittently
- keep the email bank list order stable for users

## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
2026-04-15 16:42:06 +01:00
Víctor Falcón 37498111d6
chore: configure production Sentry integration (#291)
## Summary
- wire Laravel exception handling into Sentry via `bootstrap/app.php`
- add the `sentry_logs` logging channel and document production Sentry
env defaults
- keep local/example defaults disabled while enabling the production
example for logs, traces, and profiles

## Verification
- `vendor/bin/pint --dirty --format agent`
- `php artisan sentry:test` could not run locally after disabling the
local DSN, which is expected
- `php artisan test --compact tests/Feature/ExampleTest.php` currently
fails because the local Vite manifest is missing at
`public/build/manifest.json`
2026-04-15 16:00:47 +01:00
Víctor Falcón 552aa59aaf
fix: limit bank sync emails to one per day (#290)
## Summary
- move bank transaction sync emails from per-connection inline sends to
a unique per-user daily job
- send at most one bank sync email per user per day while still
including all unreported enable-banking transactions since last reported
mail
- keep first-ever connection sync silent and add coverage for same-day
suppression and next-day catch-up emails

## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
2026-04-15 16:39:28 +02:00
Víctor Falcón 2f583c0113
Cancel Enable Banking connections for free users (#289)
## Summary
- add month-end command to revoke old Enable Banking sessions for users
without a paid plan while keeping their linked accounts as manual
accounts
- extract banking disconnect flow into a reusable action so manual
disconnects and scheduled cleanup share same revoke and detach behavior
- add feature coverage for free-user cleanup, paid-user skips,
under-6-hour skips, non-Enable Banking skips, and revoke failure
fallback

## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact
tests/Feature/CancelFreeEnableBankingConnectionsCommandTest.php
tests/Feature/OpenBanking/ConnectionControllerTest.php
2026-04-15 16:23:03 +02:00
Víctor Falcón 319ca758e1
fix(pricing): update final release prices (#288)
## Summary
- update subscription pricing to the final release amounts for monthly
and annual billing
- keep billing UI formatting aligned with the configured currency so
1.99 €/month displays correctly
- refresh subscription and Stripe sync tests to lock the new values in
place
2026-04-15 14:49:02 +01:00
Víctor Falcón 094fb1b744
feat(real-estate): auto-calculate revaluation % and generate historical balances (#253)
## Summary

- **Auto-calculates Annual Revaluation %** (CAGR) on the frontend when
purchase price, purchase date, and current market value are all provided
— pre-fills the revaluation field while still allowing manual override
- **Generates historical monthly balance records** via linear
interpolation from purchase date to today when creating a real estate
account with complete purchase data
- New `RealEstateBalanceGeneratorService` handles balance generation
with dates on the 1st of each month (matching the existing
`ApplyRealEstateRevaluationCommand` convention)

## Changes

### Backend
- **`app/Services/RealEstateBalanceGeneratorService.php`** (new) —
Linear interpolation service that builds balance dates (purchase date,
1st of each intermediate month, today) and creates `AccountBalance`
records using `updateOrCreate`
- **`app/Http/Controllers/Settings/AccountController.php`** — Calls the
service after real estate detail creation when all three inputs are
present

### Frontend
- **`resources/js/components/accounts/account-form.tsx`** — Added CAGR
auto-calculation via `useEffect` with a `useRef` flag
(`isRevaluationManuallySet`) to avoid overwriting manual user input

### Tests
- **`tests/Feature/Services/RealEstateBalanceGeneratorServiceTest.php`**
(new) — 7 unit tests covering interpolation, edge cases (same-day
purchase, flat values, single month spans)
- **`tests/Feature/RealEstateTest.php`** — 6 new feature tests covering
historical balance generation through the controller (with/without
purchase data, same-day, flat values)

All 38 tests in `RealEstateTest.php` and all 7 service tests pass.
2026-04-15 12:18:33 +00:00
Víctor Falcón 5b78509588
feat: resend verification emails to unverified leads (#287)
## Summary

- Adds `leads:resend-verification-emails` artisan command that
dispatches `VerifyUserLeadEmailNotification` to all leads where
`email_verified_at IS NULL`
- Supports `--dry-run` flag to preview the count without sending
- Follows the same pattern as `leads:retry-failed-jobs` (progress bar,
summary table)

## Test plan

- [ ] `--dry-run` shows correct count without dispatching
- [ ] Command dispatches exactly one notification per unverified lead
- [ ] Verified leads are skipped
- [ ] Early exit when no unverified leads exist
2026-04-15 09:13:27 +01:00
Víctor Falcón f408dbe4c8
feat: selective retry of failed lead email jobs (#286)
## Summary

- Adds `leads:retry-failed-jobs` artisan command to selectively retry
failed `emails`-queue jobs after a Resend rate-limit incident
- Retries jobs for verified leads and `VerifyUserLeadEmailNotification`
for unverified leads; forgets jobs for deleted leads (DDoS cleanup) or
unverified leads receiving waitlist emails
- Adds `deleteWhenMissingModels = true` to all lead mail/notification
classes so future jobs for deleted leads are silently discarded instead
of failing

## Usage

```bash
# Preview (no changes)
php artisan leads:retry-failed-jobs --dry-run

# Execute
php artisan leads:retry-failed-jobs
```

## Test plan

- [x] `leads:retry-failed-jobs` forgets jobs for deleted leads
- [x] `leads:retry-failed-jobs` retries jobs for verified leads
- [x] `leads:retry-failed-jobs` forgets waitlist jobs for unverified
leads
- [x] `leads:retry-failed-jobs` retries
`VerifyUserLeadEmailNotification` for unverified leads
- [x] `leads:retry-failed-jobs` handles mixed job types correctly
- [x] `--dry-run` does not modify `failed_jobs`
2026-04-15 08:00:29 +01:00
Víctor Falcón d0aab3d11b
feat: verify waitlist leads (#285)
## Summary
- gate waitlist signup behind email confirmation so only verified leads
receive a queue position and referral code
- add signed lead verification routes, a check-email page, and a
dedicated verification email for the waitlist flow
- update lead syncing and feature tests so only verified leads are
exported to Resend and referral movement happens after verification

## Testing
- php artisan test --compact tests/Feature/UserLeadTest.php
- php artisan test --compact
tests/Feature/ResendSyncLeadsCommandTest.php
- php artisan test --compact tests/Feature/MailSenderTest.php
- vendor/bin/pint --dirty --format agent
2026-04-14 11:26:01 +01:00
Víctor Falcón 1f9c0cf030
chore: remove hardcoded resend segment ID (#284)
## Summary
- remove the hardcoded Resend leads segment ID from tracked config
- keep `RESEND_LEADS_SEGMENT_ID` environment-driven for production use
- replace leaked test UUID references with a test-only placeholder

## Testing
- php artisan test --compact
tests/Feature/ResendSyncLeadsCommandTest.php
- vendor/bin/pint --dirty --format agent
2026-04-13 20:27:00 +01:00
Víctor Falcón dc0695c2ca
feat: sync user leads to resend (#283)
## Summary
- add a `resend:sync-leads` command that syncs all `user_leads` into the
Resend leads segment
- make lead sync idempotent by creating contacts with the segment and
falling back to adding existing contacts to the segment
- schedule the command daily at `03:00` UTC and cover the
command/fallback behavior with Pest tests

## Testing
- php artisan test --compact
tests/Feature/ResendSyncLeadsCommandTest.php
2026-04-13 19:56:08 +01:00
Víctor Falcón ea9956f21d
fix: keep iOS popovers below the notch (#282)
## Summary
- add safe-area CSS variables for the viewport top and bottom insets
- apply safe-area-aware collision padding to the shared popover
primitive so iOS overlays stay below the notch
- add a focused regression test for the popover safe-area guard

## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/PopoverSafeAreaTest.php
2026-04-13 15:19:56 +01:00