Commit Graph

12 Commits

Author SHA1 Message Date
Víctor Falcón ab61266955 Fix amount field formatting when pressing Enter
- 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
2025-12-15 08:47:11 +01:00
Víctor Falcón c433088806
User Onboarding Flow (#23)
## 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
2025-12-12 13:06:08 +01:00
Víctor Falcón 15236bb28e Update assertions to use waitForText in Browser tests 2025-12-04 09:47:24 +01:00
Víctor Falcón fc72516e57 test: flack bank account test 2025-12-03 17:28:42 +01:00
Víctor Falcón 8a0d27a9df
Execute browser tests on CI (#10) 2025-12-03 16:26:30 +01:00
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 c2c6894cb8 feat(AccountBalanceSync): Update existing balances and add new ones efficiently 2025-12-01 11:04:50 +01:00
Víctor Falcón 0b97570ffd Improve automation rules and sync error handling
- Add null safety checks in rule evaluation
- Improve error messages in sync context with user-friendly formatting
- Add browser test for automation rule application during import
- Update test CSV data to better test rule matching
- Add detailed error logging for failed transaction imports
2025-12-01 10:30:22 +01:00
Víctor Falcón a4ed4e73c1 Add multi-column description mapping support
- Allow description field to map to multiple columns
- Update ColumnMapping type to accept string or string[] for description
- Join multiple description columns with newlines
- Add validation for multi-column descriptions
- Add test asset for multi-description CSV files
2025-12-01 10:30:11 +01:00
Víctor Falcón 981df8cd68 Fix improve testing 2025-11-26 11:52:01 +01:00
Víctor Falcón 5cfe3c81a1 Better input field UX 2025-11-26 11:24:37 +01:00
Víctor Falcón b866e6152e UI for Automated rules 2025-11-11 16:50:03 +00:00