## Sentry
- Issue: PHP-LARAVEL-1T
- URL: https://whisper-money.sentry.io/issues/PHP-LARAVEL-1T
## Root cause
Cashflow breakdown UI assumed every API row has a category object.
Production returned a breakdown row with `category: null`, so rendering
read `item.category.icon` and crashed.
## Fix
- Allow breakdown rows to carry nullable category/category_id.
- Render null categories as Uncategorized with HelpCircle/gray fallback.
- Add focused Vitest regression.
- Enable Wayfinder Vite plugin in Vitest so components importing
generated actions resolve in tests.
## Verification
- `npm test -- resources/js/components/cashflow/breakdown-card.test.tsx`
- `npx prettier --write
resources/js/components/cashflow/breakdown-card.tsx
resources/js/components/cashflow/breakdown-card.test.tsx
resources/js/hooks/use-cashflow-data.ts vitest.config.ts`
- `npx eslint resources/js/components/cashflow/breakdown-card.tsx
resources/js/components/cashflow/breakdown-card.test.tsx
resources/js/hooks/use-cashflow-data.ts vitest.config.ts --fix`
## Notes
- `npm run types` currently fails on existing unrelated TypeScript
errors across account, transaction, chart, auth, crypto, and dexie
files.
## Summary
Transfer categories with `cashflow_direction` set to `outflow` or
`inflow` now appear in the **Sankey diagram** instead of the 12-month
trend chart. This gives a clearer picture of money flow (e.g.
investments, savings transfers) without inflating the income/expense
trend lines. Hidden transfers remain excluded from everything.
## Changes
- **Sankey endpoint**: Updated join to include tracked transfer
categories on the matching flow side (outflow → expense side, inflow →
income side)
- **Trend endpoint**: Removed `transfer_inflow` and `transfer_outflow`
columns from the SQL query and API response
- **Trend chart UI**: Removed tracked inflow/outflow bars, tooltip rows,
legend items, and related config
- **TypeScript types**: Removed `transfer_inflow`/`transfer_outflow`
from `TrendDataPoint`
- **Category form**: Updated direction field description to reference
"Sankey chart" instead of "monthly trend"
- **Tests**: Updated 4 existing tests and added 2 new tests covering
tracked transfers in Sankey breakdown
## Design decision
Tracked transfers appear **only in the Sankey diagram** — they do not
affect summary totals, savings rate, or breakdown cards. This keeps the
high-level numbers accurate while still visualizing where money flows
internally.
Summary
- Add new Cashflow page with income/expense analytics, Sankey chart
visualization, and trend analysis
- Add Cashflow summary widget to the dashboard
- Implement feature flag system using Laravel Pennant to control feature
visibility per user
- Add artisan commands to enable/disable features: `php artisan
feature:enable/disable [feature] [email|all]`
## New Features
- **Cashflow Page**: Period-based income/expense breakdown with category
analysis
- **Sankey Chart**: Visual flow diagram showing money movement between
categories
- **Trend Chart**: 12-month historical cashflow visualization
- **Dashboard Widget**: Quick cashflow summary card
- **Feature Flags**: Cashflow feature hidden behind feature flag,
controllable per-user
## How to enable it
This feature it's under a feature flag until we are sure it's working
fine. If you want to test it, [send us a message on the general channel
in our discord](https://discord.gg/9UQWZECDDv). If you're self hosting
just run `php artisan feature:enable CashflowFeature {your_email}`.
## New Cashflow Page
<img width="1278" height="1185" alt="image"
src="https://github.com/user-attachments/assets/83469f24-9f96-4e5f-bef9-86c076d31243"
/>
<img width="1274" height="1035" alt="image"
src="https://github.com/user-attachments/assets/8949ff9d-c370-4fc4-81c6-268307c587a5"
/>
## New Dashboard Widget
<img width="1180" height="289" alt="image"
src="https://github.com/user-attachments/assets/ad984a66-9ffd-4079-85ce-0b2d28278d76"
/>
<img width="1179" height="286" alt="image"
src="https://github.com/user-attachments/assets/bff60286-8ea2-4e9c-8fa6-22755566648f"
/>
Víctor Falcón