Commit Graph

6 Commits

Author SHA1 Message Date
Víctor Falcón 1cc10566a3
feat: parent/child category tree (#474)
## Summary

Adds nested categories (parent → child, up to **3 levels**) across the
app. Children inherit their parent's type and cashflow direction, and
every category selector now renders the hierarchy as an indented tree.
Gated behind the `CategoryTree` Pennant flag (off by default).

## Backend

- **Migration**: nullable self-referencing `parent_id`; uniqueness
scoped per-parent via a `parent_unique_marker` virtual column (root
names stay unique). New composite unique created before dropping the old
one so the `user_id` FK keeps a supporting index.
- **`CategoryTree` service**: descendant/ancestor resolution, depth &
cycle checks, type cascade, subtree deletion.
- **Validation**: depth limit, cycle prevention, inherited + locked
child type.
- **Delete strategies**: reparent (default), promote to root, or cascade
(uncategorizes affected transactions).
- **Transaction filter** expands a selected parent to its descendants.
- **Cashflow Sankey & breakdown** roll up to top-level parents with
click-to-drill (children + a parent "direct" node).
- **Budgets** tracking a parent also count their children's
transactions.
- **Unified** the frontend category query behind
`Category::forDisplay()` / `FRONTEND_COLUMNS` (8 call sites) so every
selector receives the full Category shape, including `parent_id`.

## Frontend

- New `category-tree.ts` helpers (build/flatten/descendants/path,
tree-aware selection toggle + tri-state).
- **Settings page**: indented tree, sortable by name/color/type
(siblings sorted, hierarchy preserved), parent picker, delete-strategy
dialog.
- **Combobox** (transaction table cell + edit/create modal + parent
picker): indented tree, search keeps matches with their ancestors.
- **Transaction filter**: indented tree, tri-state cascading selection
(parent ↔ children), themed checkboxes, selected branches float to top
on open, ancestor-aware search.
- **Categorizer palette** and **budget multi-select**: same indented
tree + ancestor-aware search.
- **Sankey**: click a parent node to drill into its children, with
breadcrumb.
- Pennant `CategoryTree` flag gates the parent UI.

## Tests

- Pest: model/validation, delete strategies, filter expansion, cashflow
rollup/drill, budget child inclusion.
- Vitest: tree-aware selection logic.
- All green; Pint / ESLint / Prettier clean.

## Rollout

Flag is off by default — enable per user with:
\`\`\`
php artisan feature:enable "App\\Features\\CategoryTree" you@example.com
\`\`\`
2026-06-03 19:30:12 +02:00
Víctor Falcón 2fa822e6d9
fix(categories): allow recreate after delete (#444)
## Summary
- allow users to recreate category names after soft delete
- update category unique validation to ignore trashed rows
- add active-row unique index for category names

## Tests
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
2026-05-28 09:46:02 +02:00
Víctor Falcón e3c2d2fd82
Fix duplicate category name validation (#364)
## Summary
- validate category names against the existing per-user unique index
- return validation errors for create/update duplicate races instead of
500s
- cover create, update, soft-delete, cross-user, and DB race cases

Fixes PHP-LARAVEL-1E
Fixes PHP-LARAVEL-1F

## Tests
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
- vendor/bin/pint --dirty --format agent
- git diff --check
2026-05-07 12:55:35 +01:00
Víctor Falcón 272dac14b8
feat(cashflow): track transfer categories in trends (#236)
## Summary
- add a transfer-only cashflow reporting setting so categories like
investments can appear in the monthly cashflow trend without counting as
income or expense
- extend the cashflow trend API and chart to show tracked transfer
inflows and outflows while keeping summary cards and sankey accounting
unchanged
- expose the new setting in category management and add feature coverage
for tracked transfer analytics and category persistence

## Screenshots
<img width="808" height="164" alt="image"
src="https://github.com/user-attachments/assets/336d27d4-eacb-4a40-ba60-ecee84d65340"
/>
<img width="1098" height="474" alt="image"
src="https://github.com/user-attachments/assets/ca98883a-525d-4f71-aa2f-e8d6083e4564"
/>
<img width="1114" height="713" alt="image"
src="https://github.com/user-attachments/assets/353461b6-e5c0-42cb-a6ed-87629d7b4575"
/>
2026-03-18 14:02:47 +00:00
Víctor Falcón baa77a248b
Add category type field support (#2)
* Add category type field support

- Remove default value from type column in migration
- Add type validation to StoreCategoryRequest and UpdateCategoryRequest
- Include type field in CategoryController index response
- Assign proper types to all default categories (income/expense/transfer)
- Update CategoryFactory to include type field
- Add type field to TypeScript Category interface
- Add type select field to create and edit category dialogs
- Update all category tests to include type field
- Add new tests for type field validation

All tests passing (27 category-related tests)

* Add CategoryColor enum and update validation rules

* Remove unused AccountType enum class

* Add category type column to settings page

* Remove obsolete import screenshots, add new category edit screenshot

* feat(ui): add transfer type description alerts

* feat(tests): Add .gitignore and update CategoriesTest.php for Browser tests

* fix: update transfer category UI and test

* chore: update .gitignore to include Screenshots directory

* Change category type from income to expense
2025-12-01 20:19:47 +01:00
Víctor Falcón 689666e0f5 Categories 2025-11-07 17:38:57 +00:00