Commit Graph

3 Commits

Author SHA1 Message Date
Víctor Falcón 2dc8cb554c
Remove encryption from bank account names (#104)
## Summary

- Store account names in plaintext instead of encrypting them
client-side. Encryption remains only for transaction descriptions and
notes.
- Existing encrypted account names are silently migrated when the user
unlocks their encryption key, via a new `useDecryptAccountNames` hook
that calls API endpoints to update each account.
- New `AccountName` component handles rendering both encrypted (legacy)
and plaintext accounts across the app.

## Test plan

- [x] Create a new account — name should be stored in plaintext
(`encrypted = false`, `name_iv = null`)
- [x] Unlock encryption key with existing encrypted accounts — they
should auto-migrate silently
- [x] After migration, verify accounts show `encrypted = false` in DB
and names are readable plaintext
- [x] Edit a migrated account — should work without encryption
- [x] Verify all account name displays work across dashboard, account
details, transactions, settings
2026-02-09 14:15:26 +01:00
Víctor Falcón a6a2a0d58c
fix: Apply automation rule labels on transaction creation and import (#79)
## Summary
- Fixes automation rules not applying labels when creating transactions
manually or via CSV import
- Eager-loads the `labels` relationship on automation rules in both
`TransactionController` and `HandleInertiaRequests`
- Syncs `label_ids` on the transaction `store` endpoint (was accepted
but never persisted)
- Passes `automationRules` prop through the full component chain:
`index.tsx` → `TransactionActionsMenu` → `ImportTransactionsDrawer`, and
`index.tsx` → `EditTransactionDialog`
- Passes `automationRules` as the missing 5th argument to
`reEvaluateAll()`

Closes #61

## Test plan
- [x] Existing feature tests pass (`php artisan test
--filter=Transaction`, `--filter=AutomationRule`)
- [x] Pint, ESLint, and Prettier all pass
- [x] Manually verify: create a transaction matching an automation rule
with labels → labels are applied
- [x] Manually verify: import CSV with transactions matching rules with
labels → labels are applied
- [x] Manually verify: "Re-evaluate All" applies labels from matched
rules
2026-01-27 11:11:29 +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