Commit Graph

7 Commits

Author SHA1 Message Date
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
Víctor Falcón 1cec4a6421
Add Cashflow Analytics Feature (#49)
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"
/>
2026-01-05 13:06:50 +01:00
Víctor Falcón 8be7ea98e0
Accounts: new pages to list, and see account details (#13)
## 🆕  Accounts page
<img width="1222" height="1118" alt="image"
src="https://github.com/user-attachments/assets/2ab659b3-c368-4824-9f00-cdeb6ae8e713"
/>

## 🆕  Accounts details page
<img width="1220" height="1171" alt="image"
src="https://github.com/user-attachments/assets/7c64b1cf-c1fd-4ada-8ab0-17ee4f6991de"
/>

## 🆕 Update current account balance
<img width="1069" height="778" alt="image"
src="https://github.com/user-attachments/assets/76586b8a-7088-4ef8-a890-22910644a2d3"
/>

## 🆕 Edit/update account balance history
<img width="1200" height="681" alt="image"
src="https://github.com/user-attachments/assets/fa589553-7be8-4049-bdf4-89996b81a863"
/>
2025-12-05 14:33:18 +01:00
Víctor Falcón 7f2771381c Add bank relation to account model and update related components 2025-12-04 16:24:12 +01:00
Víctor Falcón 2065ea4921
Dashboard: Top spending categories (#9)
## New
<img width="1123" height="685" alt="image"
src="https://github.com/user-attachments/assets/567dcb0f-ab18-4c4c-9d85-e26b05754740"
/>

## Old
<img width="1127" height="290" alt="image"
src="https://github.com/user-attachments/assets/bd0181a3-befd-485d-8b99-ae0164a4ef0c"
/>
2025-12-03 16:34:13 +01:00
Víctor Falcón a0f44a9144
Dashboard: Net worth Chart (#3)
* Improve net worth chart

* feat: Add current net worth display to dashboard chart

* Handle different currencies

* Add account balance sync service and update SyncProvider

* Remove redundant transaction filters in DashboardAnalyticsController
2025-12-03 08:53:28 +01:00
Víctor Falcón 595057c66e Add dashboard analytics backend
- Create DashboardAnalyticsController with 6 analytics endpoints:
  - Net worth calculation and comparison
  - Monthly spending with period comparison
  - Cash flow (income vs expenses)
  - Net worth evolution over time
  - Account balance history
  - Top spending categories
- Add PeriodComparator service for date range comparisons
- Update DashboardController to pass categories, accounts, and banks
- Add comprehensive feature tests for all analytics endpoints
- Register analytics routes under /api/dashboard
2025-12-01 10:30:35 +01:00