Commit Graph

20 Commits

Author SHA1 Message Date
Víctor Falcón a60fd6f452
fix: prevent account label combobox crash (#230)
## Summary
- guard the shared label combobox against missing `value` and `labels`
props so account transaction tools cannot crash while data is still
loading
- wire account transaction bulk label actions to pass label data through
consistently and keep optimistic updates in sync
- add regression coverage for the combobox normalization helper and the
account show payload shared props
2026-03-16 13:03:11 +01:00
Víctor Falcón 70b603e901
feat: Spanish localization (#74)
## Pending
- [x] Translate landing page
- [x] Dashboard
- [x] Accounts list page
- [x] Account page
- [x] Cashflow
- [x] Budgets
- [x] Transactions
- [x] Settings

## Screenshots
<img width="1210" height="969" alt="image"
src="https://github.com/user-attachments/assets/c7935e5c-488d-4941-8f19-8834e5668257"
/>
<img width="1211" height="972" alt="image"
src="https://github.com/user-attachments/assets/e94e1daf-233a-4a49-aa65-5678c772d178"
/>
2026-02-08 11:58:08 +01:00
Víctor Falcón 439ec86722
chore: Simplify IndexedDB sync by moving to Inertia shared props (#63)
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
2026-01-19 19:15:26 +01:00
Víctor Falcón 0d76913e5d
test: Fix and improve Browser test suite (#62) 2026-01-19 10:04:25 +01:00
Víctor Falcón c1ddc1477d fix: scroll category combobox to top while searching 2026-01-09 10:02:25 +01:00
Víctor Falcón cb1d6a230f fix: issue on filters when no label created 2026-01-06 11:42:04 +01:00
Víctor Falcón f8bea791e8
Bulk actions/select all (#33) 2025-12-15 17:59:58 +01:00
Víctor Falcón bf0c9ae989
fix: Automated rules with labels (#32) 2025-12-15 13:42:12 +01:00
Víctor Falcón 4f380af8f8
Refactor: Transaction Table Layout and Styling Improvements (#26)
## Overview
This PR refactors the transaction table to improve layout, styling, and
user experience. The changes include better column organization,
improved date grouping, and enhanced visual consistency.

<img width="1302" height="595" alt="image"
src="https://github.com/user-attachments/assets/72dd38fa-bfa3-432c-a342-fbcc1a05414b"
/>

## Changes

### Layout & Structure
- Added date and account columns to the transaction table
- Consolidated description cell for better readability
- Improved date grouping functionality
- Enhanced transaction column definitions and organization

### Styling Improvements
- Improved column styling and cell padding throughout the table
- Updated bulk actions bar styling
- Adjusted account selector alignment
- Enhanced data-table component with better spacing and visual hierarchy

### Components Updated
- `transaction-columns.tsx` - Refactored column definitions
- `transaction-list.tsx` - Improved list rendering and layout
- `date-header.tsx` - New component for date grouping
- `data-table.tsx` - Enhanced table component styling
- `category-cell.tsx` - Improved category display
- `bulk-actions-bar.tsx` - Updated styling
- `transactions/index.tsx` - Updated page layout

## Files Changed
- 9 files changed
- 463 insertions(+), 182 deletions(-)

## Testing
- [x] Verify transaction table displays correctly
- [x] Check date grouping functionality
- [x] Test bulk actions bar alignment
- [x] Verify responsive behavior
2025-12-14 12:56:05 +01:00
Víctor Falcón 4b5d65ba03
feat: add transaction labels feature (#24)
## Summary

Add a labeling system for transactions that differs from categories in
that labels are ephemeral and created on-the-fly when assigned (no
pre-creation required). A transaction can have multiple labels
(many-to-many relationship), and labels can be used for filtering in the
transaction table and as actions in automation rules.

<img width="1372" height="484" alt="image"
src="https://github.com/user-attachments/assets/fd342b11-dafb-44ed-b818-578e1ea856e6"
/>
<img width="1373" height="613" alt="image"
src="https://github.com/user-attachments/assets/aa5cfb8b-50b7-4101-a872-54904924f234"
/>
<img width="1035" height="594" alt="image"
src="https://github.com/user-attachments/assets/ffa946b2-b01f-496b-8cb8-ab55ab5b79ed"
/>


## Changes

### Backend (Laravel)

- Add `labels` table with user_id, name, color, and soft deletes
- Add `label_transaction` pivot table for transaction-label many-to-many
- Add `automation_rule_labels` pivot table for automation rule-label
many-to-many
- Create Label model with relationships to User, Transaction, and
AutomationRule
- Add LabelController for CRUD operations (returns JSON for on-the-fly
creation)
- Add LabelSyncController for frontend sync
- Add LabelPolicy for authorization
- Update TransactionController to handle bulk label updates
- Update AutomationRuleController to handle label actions
- Add validation for label_ids in transactions and automation rules

### Frontend (React/TypeScript)

- Add Label type and color utilities
- Add labels table to IndexedDB (Dexie version 6)
- Create label-sync service with findOrCreate functionality
- Create LabelCombobox component with multi-select and create-on-type
- Add labels column to transactions table
- Add labels filter to transaction filters
- Add bulk label assignment in bulk actions bar
- Add labels action in create automation rule dialog
- Update rule engine to include labels in evaluation results

## Testing

- 11 feature tests for label CRUD
- 3 tests for label sync
- All 241 feature tests pass

## Screenshots

N/A - UI changes can be reviewed in browser
2025-12-13 13:02:19 +01:00
Víctor Falcón 04ad228e47 Transactions table rows clickable 2025-12-08 16:13:29 +01:00
Víctor Falcón 9ac9eeceae Format + Open transactions on row click 2025-12-08 15:58:50 +01:00
Víctor Falcón 0272e6e3fb
Mobile design (#17)
<img width="993" height="1066" alt="image"
src="https://github.com/user-attachments/assets/e784bcd3-29bf-454c-b2b4-5edfe7281889"
/>
2025-12-08 15:43:09 +01:00
Víctor Falcón 2fefb64710 Fix CI: Update bun.lock and fix linting errors 2025-12-01 15:16:06 +01:00
Víctor Falcón 3bc489f1a1 Improve transactions filters 2025-12-01 11:50:52 +01:00
Víctor Falcón 2cecd014e0 fix(category-combobox): Improve UI responsiveness and truncate category names 2025-12-01 09:36:34 +01:00
Víctor Falcón 3cc225deb0 Y3:0 2025-11-26 12:01:49 +01:00
Víctor Falcón 9d57804dc5 Migrate ID's to UUIDv7 2025-11-15 21:25:33 +01:00
Víctor Falcón c1f99fedd6 feat: Remove console.log and add padding to components 2025-11-15 13:20:41 +01:00
Víctor Falcón 57879bb711 feat(shared): Add CategoryCombobox component 2025-11-14 16:05:53 +01:00