## Summary
<img width="1220" height="1001" alt="whispermoney test_"
src="https://github.com/user-attachments/assets/c35751d5-385b-449c-81d6-14b5b6577ff2"
/>
Introduces a fully-functional demo account that lets prospective users
explore Whisper Money without creating an account. Users can click
"Check Demo" on the welcome page to instantly access a pre-populated
account with realistic financial data spanning 12 months.
## What's New
**Try Before You Sign Up**
- New "Check Demo" button on the welcome page for instant access
- Pre-configured demo account with real-world financial scenarios
- 12 months of sample transactions across multiple account types
(checking, savings, credit cards, investments)
- Pre-built automation rules, labels, and categories to showcase the
full app experience
**Demo Account Limitations**
- Demo accounts are read-only for sensitive operations (can't change
password, email, or payment settings)
- Clear messaging throughout the UI when demo restrictions apply
- Settings pages show helpful notices about demo limitations
- Automatic daily reset to maintain fresh demo experience
**Developer Experience**
- `php artisan demo:reset` command for manual resets
- Configurable via environment variables (DEMO_EMAIL, DEMO_PASSWORD,
DEMO_ENCRYPTION_KEY)
- Comprehensive test coverage for demo restrictions and data generation
## User Impact
This feature removes the friction of signing up before understanding the
product's value. Users can:
- Explore all features with realistic data
- Test automation rules and see them in action
- View charts and insights based on a year of financial activity
- Experience the full privacy-first encryption workflow
- Understand the product before committing to create an account
Perfect for demos, screenshots, documentation, and helping users make
informed decisions about whether Whisper Money fits their needs.
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"
/>
- Add version field to package.json (0.1.0)
- Install release-it for automated releases with conventional changelog
- Create .release-it.json configuration
- Create initial CHANGELOG.md
- Share version via Inertia (reads from package.json)
- Display version in user dropdown menu
## 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
Allow users to select individual transactions for import instead of
automatically importing all non-duplicate transactions. Adds checkboxes
to the preview table with select-all functionality and updates the
import logic to only process selected transactions.
<img width="1076" height="592" alt="image"
src="https://github.com/user-attachments/assets/06dab7d0-87f1-4c69-97a4-fa98b33062d7"
/>
## Summary
Centralizes all pricing/subscription plan configuration in a single PHP
config file, making it easy to modify prices, features, and promotional
codes from one place.
## Changes
### Config (`config/subscriptions.php`)
- Added `plans` array with support for multiple billing cycles (monthly,
yearly, lifetime)
- Each plan includes: name, price, original_price (for discounts),
stripe_price_id, billing_period, and features
- Added `default_plan` setting to control which plan is highlighted
- Added `promo` config with enabled flag, code, description, and badge
### Frontend
- Created TypeScript types for `Plan`, `PromoConfig`, and
`PricingConfig`
- Updated `welcome.tsx` to display all plans in a responsive grid layout
- Updated `paywall.tsx` to show all plans with "Most Popular" and "Best
Value" badges
- Promo code section is now conditionally rendered based on
`promo.enabled`
### Backend
- Updated `HandleInertiaRequests.php` to share pricing config globally
- Removed redundant props from routes
### Tests
- Added test to verify pricing config structure is passed correctly
## How to Use
To modify pricing, edit `config/subscriptions.php`:
- Change `default_plan` to highlight a different plan
- Set `promo.enabled` to `false` (or `PROMO_ENABLED=false` in `.env`) to
hide promo codes
- Add/remove/modify plans as needed
* 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
- 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
Víctor Falcón