Commit Graph

21 Commits

Author SHA1 Message Date
Víctor Falcón 80117c3ede
fix: Check IDOR vulnerabilities (#60) 2026-01-17 09:58:52 +01:00
Víctor Falcón 700f9325a3 Add currency selection to user profile settings (#41) 2025-12-30 07:22:19 +01:00
Víctor Falcón f8bea791e8
Bulk actions/select all (#33) 2025-12-15 17:59:58 +01:00
Víctor Falcón bf0c9ae989
fix: Automated rules with labels (#32) 2025-12-15 13:42:12 +01:00
Víctor Falcón 4b5d65ba03
feat: add transaction labels feature (#24)
## Summary

Add a labeling system for transactions that differs from categories in
that labels are ephemeral and created on-the-fly when assigned (no
pre-creation required). A transaction can have multiple labels
(many-to-many relationship), and labels can be used for filtering in the
transaction table and as actions in automation rules.

<img width="1372" height="484" alt="image"
src="https://github.com/user-attachments/assets/fd342b11-dafb-44ed-b818-578e1ea856e6"
/>
<img width="1373" height="613" alt="image"
src="https://github.com/user-attachments/assets/aa5cfb8b-50b7-4101-a872-54904924f234"
/>
<img width="1035" height="594" alt="image"
src="https://github.com/user-attachments/assets/ffa946b2-b01f-496b-8cb8-ab55ab5b79ed"
/>


## Changes

### Backend (Laravel)

- Add `labels` table with user_id, name, color, and soft deletes
- Add `label_transaction` pivot table for transaction-label many-to-many
- Add `automation_rule_labels` pivot table for automation rule-label
many-to-many
- Create Label model with relationships to User, Transaction, and
AutomationRule
- Add LabelController for CRUD operations (returns JSON for on-the-fly
creation)
- Add LabelSyncController for frontend sync
- Add LabelPolicy for authorization
- Update TransactionController to handle bulk label updates
- Update AutomationRuleController to handle label actions
- Add validation for label_ids in transactions and automation rules

### Frontend (React/TypeScript)

- Add Label type and color utilities
- Add labels table to IndexedDB (Dexie version 6)
- Create label-sync service with findOrCreate functionality
- Create LabelCombobox component with multi-select and create-on-type
- Add labels column to transactions table
- Add labels filter to transaction filters
- Add bulk label assignment in bulk actions bar
- Add labels action in create automation rule dialog
- Update rule engine to include labels in evaluation results

## Testing

- 11 feature tests for label CRUD
- 3 tests for label sync
- All 241 feature tests pass

## Screenshots

N/A - UI changes can be reviewed in browser
2025-12-13 13:02:19 +01:00
Víctor Falcón d179c952c7
Accounts: Allow users to create custom banks with his own logo, and name (#12)
**When a bank is not found**
<img width="1220" height="619" alt="image"
src="https://github.com/user-attachments/assets/f46cdedf-8c12-4d9b-a531-8ab17abba9c2"
/>

**You can create a new one**
<img width="1218" height="695" alt="image"
src="https://github.com/user-attachments/assets/115e6b44-d423-4edf-a9aa-e45da81f9598"
/>
2025-12-04 15:24:04 +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 8bee848fe3 Save transaction source (manually_created, or imported)
- Depending on the source, we allow or not to update the transaction
description.
2025-11-28 12:36:48 +01:00
Víctor Falcón dffc5137ba
Merge pull request #1 from whisper-money/landing-page
Landing page
2025-11-24 12:11:35 +01:00
Víctor Falcón 9d57804dc5 Migrate ID's to UUIDv7 2025-11-15 21:25:33 +01:00
Víctor Falcón dcb78d2252 Update transaction amount to bigint 2025-11-15 20:53:47 +01:00
Víctor Falcón bec18b925b Add account balances 2025-11-15 20:27:18 +01:00
Víctor Falcón 2c696aa88a Update default categories 2025-11-11 18:10:32 +00:00
Víctor Falcón d5ce7a24b4 Automation rules 2025-11-10 12:08:58 +00:00
Víctor Falcón ea9cec184f Bulk actions on transactions 2025-11-10 10:02:28 +00:00
Víctor Falcón 509065e28d Transactions page 2025-11-08 23:38:35 +00:00
Víctor Falcón faf6d9146e Sync transactions 2025-11-08 14:17:16 +00:00
Víctor Falcón 59bc62f976 Banks accounts 2025-11-07 19:19:29 +00:00
Víctor Falcón 689666e0f5 Categories 2025-11-07 17:38:57 +00:00
Víctor Falcón 292297f483 E2E Encryption 2025-11-07 14:21:25 +00:00
Víctor Falcón fb140bbece Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00