Commit Graph

31 Commits

Author SHA1 Message Date
Víctor Falcón 6abec95d0e
feat: Decrypt encrypted transactions on key unlock (#123)
## Summary

- Add `GET /api/transactions?encrypted=true` endpoint for paginated
listing of encrypted transactions
- Add `PATCH /api/transactions/bulk` endpoint for batch-updating
decrypted transaction data (max 50 per request, bypasses model events)
- Add `useDecryptTransactions` hook that mirrors the existing account
name decryption flow: fetches encrypted transactions page-by-page,
decrypts `description`/`notes` client-side via Web Crypto API, sends
plaintext back and clears IVs
- Wire the hook into `AppSidebarLayout` so decryption runs automatically
when the user unlocks their encryption key
- Once all transactions (and accounts) are decrypted, the encryption key
button in the header disappears automatically

## Test plan

- [x] 11 Pest tests covering encrypted/plaintext filtering, pagination,
user scoping, bulk update, authorization, validation, nullable notes,
guest access, and no-model-events behavior
- [x] Manual: create encrypted transactions, unlock encryption key,
verify transactions get decrypted and the key button disappears
2026-02-16 10:37:43 +01:00
Víctor Falcón 6b05de173a
Remove plaintext-transactions feature flag & E2E references (#116)
## Summary

- Removes the `plaintext-transactions` Pennant feature flag — plaintext
is now the default for all users
- Removes encryption guards and `isPlaintext` conditionals from
transaction create/edit/import flows, keeping only the plaintext code
paths
- Makes `EncryptionKeyButton` conditional — only shown when user has
legacy encrypted accounts or transactions
- Removes encryption onboarding steps (`step-encryption-explained`,
`step-encryption-setup`) and related state/props
- Updates landing page to replace E2E encryption marketing with
privacy-first messaging ("Your Data, Your Rules" section)
- Updates privacy policy to replace E2E encryption claims with accurate
security language (encryption at rest, TLS in transit, no third-party
sharing)
- Cleans up tests to remove feature flag assertions and
`Feature::activate()` calls

**22 files changed, 145 insertions, 730 deletions**

## Test plan

- [x] Create a transaction without encryption key unlocked — should
succeed
- [x] EncryptionKeyButton should not appear in header for users with no
encrypted data
- [x] EncryptionKeyButton should appear for users with legacy encrypted
transactions/accounts
- [x] Landing page has no E2E encryption references, shows new privacy
section
- [x] Onboarding flow has no encryption setup steps
- [x] Privacy policy reflects accurate security language
- [x] Frontend builds successfully (`bun run build`)
- [x] All linting passes (`bun run lint`, `vendor/bin/pint --dirty`)
2026-02-13 11:10:21 +01:00
Víctor Falcón e35f7125b3
feat: Plaintext transactions behind feature flag (#105)
## Summary

- Adds `plaintext-transactions` Pennant feature flag (defaults to
`false` / encryption ON)
- When active, new transactions are stored as plaintext (no client-side
encryption)
- Existing encrypted transactions continue to work — detection is based
on `description_iv` being NULL (plaintext) vs present (encrypted)
- Migration makes `description_iv` nullable on the transactions table

## Changes

**Backend:**
- Feature flag definition in `AppServiceProvider`, shared via
`HandleInertiaRequests`
- `StoreTransactionRequest` / `UpdateTransactionRequest` conditionally
require `description_iv`
- `TransactionFactory` gains a `plaintext()` state

**Frontend:**
- Edit dialog and import drawer skip encryption when flag is active
- `EncryptedTransactionDescription` renders plaintext directly when IV
is null
- All decryption loops handle both encrypted and plaintext transactions
- Rule re-evaluation stores notes as plaintext when flag is active

## Test plan

- [x] Run `php artisan migrate` to apply the migration
- [x] Activate flag: `php artisan feature:enable plaintext-transactions
all`
- [ ] Create a transaction — verify description is stored as plaintext
in DB (`description_iv` is NULL)
- [ ] Deactivate flag: `php artisan feature:disable
plaintext-transactions all`
- [ ] Create a transaction — verify encryption is still required (422
without IV)
- [x] Verify old encrypted transactions still display correctly
- [ ] Run `php artisan test --compact
tests/Feature/PlaintextTransactionsTest.php`
2026-02-10 14:31:24 +01:00
Víctor Falcón d1f69a284a fix: Delete transactions on local browser DB after deleting it on the backend 2026-01-27 11:12:05 +01:00
Víctor Falcón 8a8d5962b5
refactor: Simplify transaction endpoints architecture (#76)
## Summary

Simplifies transaction endpoints by separating sync API (read-only) from
web routes (mutations). This creates clearer architectural boundaries
and fixes inconsistent label behavior.

## Architecture Changes

### Before
- Sync API handled both sync (GET) and mutations (POST/PATCH/DELETE)
- Frontend used sync API for all operations
- Bulk updates merged labels, single updates replaced them

### After  
- **Sync API**: Read-only GET endpoint for IndexedDB sync
- **Web Routes**: All mutations (create, update, delete, bulk
operations)
- **Consistent behavior**: All label updates replace instead of merge

## Endpoint Mapping

| Operation | Old Endpoint | New Endpoint |
|-----------|-------------|--------------|
| Fetch/Sync | `GET /api/sync/transactions` | `GET
/api/sync/transactions`  |
| Create | `POST /api/sync/transactions` | `POST /transactions` |
| Update | `PATCH /api/sync/transactions/{id}` | `PATCH
/transactions/{id}` |
| Delete | `DELETE /api/sync/transactions/{id}` | `DELETE
/transactions/{id}` |
| Bulk Update | `PATCH /transactions/bulk` | `PATCH /transactions/bulk`
 |

## Backend Changes

### TransactionSyncController
-  Simplified to read-only `index()` method
-  Removed `store()`, `update()`, `destroy()` methods
-  Added docblock clarifying purpose

### TransactionController
-  Fixed `store()` to return labels with `id, name, color`
-  Fixed `update()` to return labels with `id, name, color`  
-  Changed `bulkUpdate()` to replace labels instead of merging

### Cleanup
-  Removed `UpdateTransactionSyncRequest` (no longer needed)
-  Updated `routes/api.php` to only have GET for sync

## Frontend Changes

### transaction-sync.ts
-  Updated `create()` → `POST /transactions`
-  Updated `update()` → `PATCH /transactions/{id}`
-  Updated `delete()` → `DELETE /transactions/{id}`
-  Replaced all `fetch()` calls with `axios`
-  Removed manual CSRF token handling

## Test Changes

### TransactionSyncTest
-  Removed create/update/delete tests
-  Kept only read-only sync tests
-  Added test for labels format

### BulkUpdateTransactionsTest  
-  Added test verifying label replacement behavior

## Test Results

All tests passing! 

```
Tests:    42 passed (235 assertions)
Duration: 6.17s

✓ TransactionTest: 29 tests
✓ TransactionSyncTest: 4 tests
✓ BulkUpdateTransactionsTest: 9 tests
```

## Benefits

1. **Clear separation of concerns**: Sync API is read-only, web routes
handle mutations
2. **Consistent label behavior**: All updates replace labels (not merge)
3. **Standardized HTTP client**: Axios everywhere, automatic CSRF
handling
4. **Reduced complexity**: Removed duplicate form request class
5. **Better architecture**: Aligns with intended design

## Breaking Changes

None - All changes are internal to how the frontend calls the backend.
The functionality remains the same from the user's perspective.

## Files Changed

- `app/Http/Controllers/Sync/TransactionSyncController.php`
- `app/Http/Controllers/TransactionController.php`
- `app/Http/Requests/UpdateTransactionSyncRequest.php` (deleted)
- `resources/js/services/transaction-sync.ts`
- `routes/api.php`
- `tests/Feature/Sync/TransactionSyncTest.php`
- `tests/Feature/BulkUpdateTransactionsTest.php`
2026-01-25 16:15:17 +01:00
Víctor Falcón 91dd23edc0 fix: Update transactions 2026-01-25 11:31:17 +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 890593d967 fix: automated rules broken and now they work in batches 2025-12-16 12:01:38 +01:00
Víctor Falcón f8bea791e8
Bulk actions/select all (#33) 2025-12-15 17:59:58 +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 517d758a9d
Import balances assistant (#14)
<img width="1220" height="803" alt="image"
src="https://github.com/user-attachments/assets/ae0be642-6648-456a-8c43-cca69fd2e750"
/>
2025-12-05 16:39:56 +01:00
Víctor Falcón a0f44a9144
Dashboard: Net worth Chart (#3)
* Improve net worth chart

* feat: Add current net worth display to dashboard chart

* Handle different currencies

* Add account balance sync service and update SyncProvider

* Remove redundant transaction filters in DashboardAnalyticsController
2025-12-03 08:53:28 +01:00
Víctor Falcón 7492b2e736
fix: normalize transaction_date to YYYY-MM-DD for duplicate detection (#4)
- Change transaction_date cast to 'date:Y-m-d' in Transaction model
- Add transformFromServer to normalize dates when syncing from server
- Normalize dates in checkDuplicates method for consistent comparison
- Fix checkDuplicates to return boolean[] instead of debug objects
2025-12-02 18:22:35 +01:00
Víctor Falcón 2fefb64710 Fix CI: Update bun.lock and fix linting errors 2025-12-01 15:16:06 +01:00
Víctor Falcón c2c6894cb8 feat(AccountBalanceSync): Update existing balances and add new ones efficiently 2025-12-01 11:04:50 +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 bec18b925b Add account balances 2025-11-15 20:27:18 +01:00
Víctor Falcón 573b2fdb0a feat(lucide-react): Add custom icons to Toaster component 2025-11-14 14:40:54 +01:00
Víctor Falcón e937a8647d feat(automation): Add re-evaluate all transactions functionality 2025-11-14 14:18:43 +01:00
Víctor Falcón 7f243bbc1e Load more transactions button 2025-11-14 13:02:42 +01:00
Víctor Falcón 9256148961 feat(sync): Add sync functionality for accounts, banks, categories, and status button 2025-11-14 09:09:20 +01:00
Víctor Falcón 52e1a7bd95 fix(transactions): We were creating transactions with numberic ID instead of UUID v7 2025-11-11 14:45:35 +00:00
Víctor Falcón e13a19bdde Add some toast notifications 2025-11-11 11:39:28 +00:00
Víctor Falcón 71b8d69020 Migrate IndexDB integration to use Dexie 2025-11-11 08:25:50 +00:00
Víctor Falcón 1df3bad3c3 feat(import-transactions-drawer): Add json-logic-js dependency and improve import logic 2025-11-10 23:27:35 +00:00
Víctor Falcón d5ce7a24b4 Automation rules 2025-11-10 12:08:58 +00:00
Víctor Falcón ea9cec184f Bulk actions on transactions 2025-11-10 10:02:28 +00:00
Víctor Falcón faf6d9146e Sync transactions 2025-11-08 14:17:16 +00:00
Víctor Falcón dd0f1380d4 Import CSV 2025-11-08 14:17:11 +00:00
Víctor Falcón 9d95f884a0 Offline First: sync bank, accounts, and categories 2025-11-08 11:29:21 +00:00