whisper-money

Commit Graph

Author	SHA1	Message	Date
Víctor Falcón	10da06ed84	feat(transactions): add counterparty fields (#440 ) ## Summary - add creditor/debtor fields to transactions with raw_data backfill - store counterparties on bank sync and CSV/XLS imports - add creditor/debtor filters plus hidden table columns ## Tests - php artisan test --compact tests/Feature/LocalizationTest.php tests/Feature/OpenBanking/TransactionSyncServiceTest.php tests/Feature/TransactionFilterTest.php - npm test -- resources/js/lib/file-parser.test.ts --run - vendor/bin/pint --dirty --format agent Note: `npm run types` still has pre-existing unrelated errors; no creditor/debtor/import-related errors remained in filtered output. ## Screenshot <img width="1241" height="676" alt="8odYWtFcvUM" src="https://github.com/user-attachments/assets/55653485-d588-4beb-9e6a-5c7c81ba7cf8" />	2026-05-27 16:20:55 +02:00
Víctor Falcón	8ce0adf8ae	feat: Apply automation rules to bank-synced transactions (#112 ) ## Summary - Adds backend automation rule evaluation for bank-synced transactions using `jwadhams/json-logic-php` (same engine as the frontend `json-logic-js`) for exact rule parity - Synchronous `ApplyAutomationRules` listener on `TransactionCreated` runs before `AssignTransactionToBudget`, auto-assigning categories and labels via `saveQuietly()` / `syncWithoutDetaching()` - Skips encrypted transactions and `action_note` (encrypted, can't handle server-side) ## Test plan - [x] 17 new Pest tests covering all JsonLogic operators, category/label assignment, encrypted transaction skip, priority ordering, case-insensitive matching, user scoping, bank_name matching, amount in dollars, no `TransactionUpdated` event dispatch, compound rules, and end-to-end listener integration - [x] Existing `TransactionSyncServiceTest` passes (7 tests) - [x] Full test suite passes (546 tests, 0 failures) - [x] Pint formatting clean	2026-02-12 14:20:55 +01:00

Author

SHA1

Message

Date

Víctor Falcón

10da06ed84

feat(transactions): add counterparty fields (#440 )

## Summary
- add creditor/debtor fields to transactions with raw_data backfill
- store counterparties on bank sync and CSV/XLS imports
- add creditor/debtor filters plus hidden table columns

## Tests
- php artisan test --compact tests/Feature/LocalizationTest.php
tests/Feature/OpenBanking/TransactionSyncServiceTest.php
tests/Feature/TransactionFilterTest.php
- npm test -- resources/js/lib/file-parser.test.ts --run
- vendor/bin/pint --dirty --format agent

Note: `npm run types` still has pre-existing unrelated errors; no
creditor/debtor/import-related errors remained in filtered output.

## Screenshot
<img width="1241" height="676" alt="8odYWtFcvUM"
src="https://github.com/user-attachments/assets/55653485-d588-4beb-9e6a-5c7c81ba7cf8"
/>

2026-05-27 16:20:55 +02:00

Víctor Falcón

8ce0adf8ae

feat: Apply automation rules to bank-synced transactions (#112 )

## Summary

- Adds backend automation rule evaluation for bank-synced transactions
using `jwadhams/json-logic-php` (same engine as the frontend
`json-logic-js`) for exact rule parity
- Synchronous `ApplyAutomationRules` listener on `TransactionCreated`
runs before `AssignTransactionToBudget`, auto-assigning categories and
labels via `saveQuietly()` / `syncWithoutDetaching()`
- Skips encrypted transactions and `action_note` (encrypted, can't
handle server-side)

## Test plan

- [x] 17 new Pest tests covering all JsonLogic operators, category/label
assignment, encrypted transaction skip, priority ordering,
case-insensitive matching, user scoping, bank_name matching, amount in
dollars, no `TransactionUpdated` event dispatch, compound rules, and
end-to-end listener integration
- [x] Existing `TransactionSyncServiceTest` passes (7 tests)
- [x] Full test suite passes (546 tests, 0 failures)
- [x] Pint formatting clean

2026-02-12 14:20:55 +01:00

2 Commits