## Summary
- Implement event-driven drip email campaign system for new user signups
- Add 5 targeted emails based on user journey (welcome, onboarding
reminder, promo code, import help, feedback)
- Configure Laravel Horizon with Redis queue for reliable job processing
- Track sent emails in `user_mail_logs` table to prevent duplicates
## Email Schedule
| Email | Timing | Condition |
|-------|--------|-----------|
| Welcome | 30 min after signup | All users |
| Onboarding Reminder | 1 day after signup | Not onboarded |
| Promo Code (FOUNDER) | 1 day after signup | Onboarded + has
transactions + not subscribed |
| Import Help | 1 day after signup | Onboarded + no transactions + not
subscribed |
| Feedback | 5 days after signup | Not subscribed |
## Architecture
```
User Registers → ScheduleDripEmailsListener
├─> SendWelcomeEmailJob (30 min delay)
├─> SendOnboardingReminderEmailJob (1 day delay)
├─> SendPromoCodeEmailJob (1 day delay)
├─> SendImportHelpEmailJob (1 day delay)
└─> SendFeedbackEmailJob (5 days delay)
```
Each job checks conditions at execution time and either sends the email
+ logs it, or silently completes.
## Test plan
- [x] All 23 drip email tests pass
- [x] Migration creates `user_mail_logs` table
- [x] Jobs dispatch with correct delays
- [x] Emails only sent when conditions are met
- [x] Duplicate emails prevented via UserMailLog check
- [ ] Verify Horizon processes jobs in production
- Install symfony/resend-mailer package for Resend support
- Add RESEND_API_KEY to .env.example with documentation
- Create mail:test command to verify email configuration
- Users can now set MAIL_MAILER=resend in .env to use Resend
- Test command usage: php artisan mail:test email@example.com
- Add onKeyDown handler to AmountInput component to format value when Enter is pressed
- Ensure amount is properly parsed before form submission regardless of submission method
- Add browser test to verify amount formatting on Enter key press
## Summary
This PR implements a global privacy mode feature that allows users to
hide all monetary amounts throughout the application.
## Changes
- **Created PrivacyModeContext**: New context provider with localStorage
persistence for privacy mode state
- **Created AmountDisplay component**: Centralized component for
displaying monetary amounts with blur effect when privacy mode is
enabled
- **Updated app logo logic**: Logo now shows birdhouse icon when privacy
mode is enabled or encryption key is not set
- **Added privacy mode toggle**: New toggle in user menu to
enable/disable privacy mode
- **Replaced inline amount formatting**: All monetary amounts now use
the AmountDisplay component
- **Updated trend indicators**: AmountTrendIndicator and
PercentageTrendIndicator now use AmountDisplay
- **Added animated transitions**: Smooth transitions when toggling
privacy mode
## Features
- Privacy mode state persists across sessions (localStorage)
- Amounts display as `$•••.••` with blur effect when privacy mode is
enabled
- Animated transitions (300ms) when toggling privacy mode
- App logo changes to birdhouse when privacy mode is on
- Toggle accessible from user menu at the top
## Testing
- Tested privacy mode toggle functionality
- Verified amounts are hidden/shown correctly across all pages
- Confirmed logo animation works properly
- Verified localStorage persistence
## Screenshots
Privacy mode can be toggled from the user menu, and all amounts
throughout the application will be hidden with a blur effect.
Adds a 'Sync now' button below the pending operations list in the
dialog, allowing users to manually trigger a sync directly from the
dialog.
## Changes
- Added new props to `PendingOperationsDialog`: `onSyncNow`,
`syncStatus`, and `isOnline`
- Added a button at the bottom of the dialog that triggers the sync
process
- Button shows loading state with spinning icon while syncing
- Button is disabled when offline or when sync is already in progress
## 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
Allow users to select individual transactions for import instead of
automatically importing all non-duplicate transactions. Adds checkboxes
to the preview table with select-all functionality and updates the
import logic to only process selected transactions.
<img width="1076" height="592" alt="image"
src="https://github.com/user-attachments/assets/06dab7d0-87f1-4c69-97a4-fa98b33062d7"
/>
## 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
The logo icon now switches between BirdIcon (when encryption key is set) and Birdhouse (when not set) with smooth transitions. Also includes import reordering in the register page.
- Add user-session-storage utility to track and manage user IDs in localStorage
- Update SyncProvider to detect user changes and clear IndexedDB/localStorage when switching users
- Pass initial user from app.tsx to SyncProvider for proper initialization
- Reload page after clearing data to ensure clean state for new user
- Reorganize header layout with better mobile spacing and button grouping
- Make Prev/Skip button labels always visible (remove sm:inline)
- Add text-nowrap to "Back to Transactions" link to prevent wrapping
- Adjust main content alignment: justify-start on mobile, justify-center on sm
- Remove progress bar footer
- Fix indentation and formatting for conditional rendering
- Remove explicit button sizes from transaction actions menu
- Improve action buttons layout with flex containers and responsive classes
- Add hideColumnTextOnMobile prop to DataTableViewOptions for better mobile control
- Fix Tailwind class ordering and indentation in categorize page
- Update transaction filters actions container for better mobile layout
## Changes
- Updated `site.webmanifest` with proper PWA configuration:
- Added all maskable icons (48, 72, 96, 128, 192, 384, 512)
- Set theme_color and background_color for native feel
- Added start_url, scope, id, description, and categories
- Enhanced iOS/Safari support in `app.blade.php`:
- Added `apple-mobile-web-app-capable` for fullscreen mode
- Added `apple-mobile-web-app-status-bar-style: black-translucent` for
integrated status bar
- Added `mobile-web-app-capable` for Android
The dynamic theme-color meta tags (`#ffffff` for light, `#383838` for
dark) match the app's background colors, ensuring the status bar blends
seamlessly with the app.
Víctor Falcón