## Summary
- keep newly created labels available in the combobox without reload
- propagate created labels through transaction forms and bulk actions
- add browser coverage for creating a label from transaction label
dropdown
## Tests
- php artisan test --compact tests/Browser/TransactionsTest.php
--filter='newly created labels'
- vendor/bin/pint --dirty --format agent
- npm run build
Note: `npm run types` still fails on pre-existing TypeScript errors
outside this change.
## Summary
- hide connected-account plan warning and price after the user chooses
connected setup once
- seed onboarding state from existing connected accounts
- add hook unit coverage and browser coverage for warning/price
visibility
## Tests
- bun run test -- resources/js/hooks/use-onboarding-state.test.tsx
- php artisan test --compact tests/Browser/OnboardingFlowTest.php
--filter="hides the connected plan warning"
- npm run types -- --pretty false 2>&1 | rg
"resources/js/(components/onboarding/step-create-account|hooks/use-onboarding-state|pages/onboarding/index)"
(no onboarding errors; repo has unrelated existing TS errors)
## Summary
- Keep non-onboarded users on the accounts step after bank authorization
errors
- Add feature and browser coverage for the callback error path
## Tests
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Browser/OnboardingFlowTest.php
--filter='returns to the accounts step'
- php artisan test --compact
tests/Feature/OpenBanking/AuthorizationControllerTest.php
--filter='callback with error'
## Problem
Sentry showed two related production issues in the same sync path:
- `PHP-LARAVEL-13`: EnableBanking returned HTTP `400` from `GET
/accounts/{accountId}/transactions` with body `ASPSP_ERROR` / `Error
interacting with ASPSP`. This is an upstream bank/provider failure, but
the app threw an unhandled `RequestException`.
- `PHP-LARAVEL-14`: the same transactions endpoint timed out after 20s,
throwing an unhandled `ConnectionException`.
Both originated from `EnableBankingProvider::getTransactions()` and
bubbled through `SyncBankingConnectionJob`, creating Sentry issues for
expected transient provider/bank outages.
## New behavior
- Wrap EnableBanking `400 ASPSP_ERROR` responses in
`TransientBankingProviderException`.
- Wrap EnableBanking transaction connection failures / timeouts in the
same transient exception.
- Mark that exception as `ShouldntReport`, so these expected upstream
failures stop creating Sentry issues.
- Keep queue retry behavior intact. The job still retries and only marks
the connection as `Error` after normal retry exhaustion.
- Log transient sync failures as warnings instead of errors.
- Show users a retry-later message when retries are exhausted: the bank
provider is temporarily unavailable.
- Leave other `400` responses reportable. Validation / app-side request
bugs still throw `RequestException`.
- Leave auth failures and rate-limit handling unchanged.
Fixes PHP-LARAVEL-13
Fixes PHP-LARAVEL-14
## Testing
- `vendor/bin/pint --dirty --format agent`
- `php artisan test --compact
tests/Feature/OpenBanking/EnableBankingProviderTest.php
tests/Feature/OpenBanking/SyncRetryAndLoggingTest.php
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php`
## Why merge this
Production bug
**[PHP-LARAVEL-1B](https://whisper-money.sentry.io/issues/PHP-LARAVEL-1B)**
— `/budgets/{budget}` throws a 500 (`UniqueConstraintViolationException`
on `budget_periods_budget_id_start_date_unique`) for the affected user.
Page is unusable for them until fixed.
## Root cause
The Custom period type let users create budgets with arbitrary
`period_duration`. Combined with `calculatePeriodDates()`'s day-of-month
snap (`startDate->day(period_start_day)`), short durations produced
periods where `end_date == start_date == period_start_day`. On the next
visit after that day, regeneration computed a new period whose start
snapped backward to the same day → unique key collision.
Concrete trace from the Sentry event:
- Budget: `Seguro de Salud`, `period_type=custom, period_duration=1,
period_start_day=1`, created `2026-05-05`.
- Initial period created at budget creation: `start=2026-05-01,
end=2026-05-01` (already 4 days stale because Custom snapped
`now()=05-05` back to day 1, then `addDays(1).subDay()` produced same
date).
- Today `05-05` → `getCurrentPeriod()` returns null → `generatePeriod()`
snaps back to `05-01` again → `INSERT (budget_id, 05-01)` → 1062.
Verified in prod DB: this is the **only** budget in the entire database
with `period_type='custom'` and the only period row with `end_date <=
start_date`.
## Fix
Custom is the only period type that exposes this snap-back collision
(Monthly/Weekly/Biweekly all use a self-consistent advance). It also has
no defensible UX — every legitimate use case is covered by
Monthly/Weekly/Biweekly. So we remove it end-to-end:
- `BudgetPeriodType::Custom` enum case dropped.
- `BudgetPeriodService`: Custom branches removed from
`calculatePeriodDates()` and `calculateNextPeriodStartDate()`.
- `Budget` model: `period_duration` removed from `$fillable` and
`casts()`.
- `StoreBudgetRequest` / `UpdateBudgetRequest`: `period_duration` rule
removed.
- `BudgetController`: `period_duration` no longer passed in
store/update.
- Create + edit budget dialogs: Custom option and `period_duration`
input removed.
- `ResetDemoAccountCommand`: Custom switch case removed.
- `BudgetFactory`: `custom()` state and `period_duration` default
removed.
- `types/budget.ts`: `'custom'` removed from `BUDGET_PERIOD_TYPES` and
`Budget.period_duration` field dropped.
- Migration `2026_05_05_132023_convert_custom_budgets_to_monthly`:
rewrites any existing `custom` rows to `monthly` with
`period_duration=null, period_start_day=1` so the dropped enum case
can't crash on hydration.
Period generation logic for Monthly/Weekly/Biweekly is **unchanged**.
## Manual prod cleanup (separate, after merge)
The single buggy budget in prod will be deleted manually:
```sql
DELETE FROM budget_periods WHERE id = '019df7fd-6073-731b-9c08-f3723515292b';
DELETE FROM budgets WHERE id = '019df7fd-6071-7219-b190-ece22ccdb63f';
```
## Tests
`tests/Feature/BudgetPeriodServiceTest.php` covers Monthly + Weekly
advance and Monthly first-period generation. Existing
`BudgetPeriodDateTest` unaffected.
## Risk
- `period_duration` column kept in DB (nullable) to avoid data loss; no
migration needed.
- Migration ensures any environment with `period_type='custom'` rows is
converted before the enum case is removed, preventing hydration errors.
- No customers actively rely on Custom: prod query confirmed only the
single broken budget uses it, and that one is being deleted.
Fixes PHP-LARAVEL-1B
## Problem
Production SSR crashes repeatedly when rendering the Onboarding page:
```
ReferenceError: window is not defined
at Onboarding (/app/bootstrap/ssr/assets/index-BEtdcHXd.js:2295)
```
The `useMemo` reading `?step=` from the URL accessed
`window.location.search` directly, which fails during Inertia SSR.
Observed ~7+ times in production logs between 18:35–21:37 UTC.
## Fix
Add `typeof window === 'undefined'` guard before reading the URL.
Returns `undefined` on the server so the step initializer falls back to
default behavior; client hydration re-runs and reads the URL.
## Related logs
- `Inertia\Ssr\SsrException` — Onboarding page
- Other SSR-touching files (`welcome.tsx`, `auth/login.tsx`) verified
safe (window inside `useEffect` or already guarded).
## Problem
Production logs show repeated EnableBanking 429s on the same
connections, every cron cycle:
```
[2026-05-04 18:00:55] EnableBanking API error status:429
body: [HUB046] Allowed number of accesses exceeded for consent
[2026-05-04 21:47:12] EnableBanking API error status:429
body: Daily PSU not present consultation limit has been exceeded
[2026-05-05 00:01:41] same connection, same error
[2026-05-05 06:01:41] same connection, same error
```
Root cause: `SyncBankingConnectionJob` returned early on 429s without
persisting any backoff state. The scheduler kept re-dispatching the same
connection on every run, hammering the provider and burning the daily
quota.
## Fix
Persist a per-connection backoff window so the scheduler stops
re-dispatching until the provider quota resets.
- New `rate_limited_until` column on `banking_connections`.
- On 429: derive the window from
1. `Retry-After` header if present,
2. "Daily ..." message → next UTC midnight (matches PSU daily limit
semantics),
3. default 1 hour (consent / generic).
- Job short-circuits with a `Skipped` sync log if the window is still
active.
- Successful sync clears the window.
- `SyncAllBankingConnectionsJob` + `SyncBankingConnections` command
filter out connections still inside their backoff.
## Tests
- Existing rate-limit test updated (now also asserts the backoff is
set).
- New: daily message → next UTC midnight.
- New: `Retry-After` header honoured (1800s).
- New: rate-limited connection skipped without calling provider.
- New: successful sync clears `rate_limited_until`.
- New: scheduler excludes connections whose backoff has not expired.
`php artisan test --compact
--filter="SyncBankingConnectionJobTest|SyncRetryAndLoggingTest|SyncBankingConnectionsCommandTest"`
→ 70 passed.
## Summary
- install Bun under /usr/local/bun instead of /root/.bun
- expose Bun via /usr/local/bin for www-data supervisor workers
## Test
- docker build -f Dockerfile.production --check .
## Summary
- identify authenticated users on Sentry web requests with id and email
- add user and banking connection context to banking sync jobs
- cover Sentry context behavior with feature tests
## Tests
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/SentryUserMiddlewareTest.php
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
## Summary
- mark failed banking sync jobs as error so onboarding can continue
- add EnableBanking HTTP timeouts to avoid worker hard timeouts
- add regression coverage for failed active sync jobs
## Tests
- vendor/bin/pint --dirty --format agent
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
--filter='failed sync job marks active connection as error'
- php artisan test --compact
tests/Feature/Onboarding/OnboardingSyncStatusTest.php --filter='returns
pending false when unsynced connection has an error status'
## Problem
`EnableBankingProvider::getTransactions` returned 422
`DATE_FROM_IN_FUTURE` when an account had a future-dated last
transaction (e.g. pending/scheduled). `linkedDateFrom` was set from
`lastTransaction->transaction_date` without bounding, producing
`dateFrom > dateTo`.
Sentry:
[PHP-LARAVEL-15](https://whisper-money.sentry.io/issues/PHP-LARAVEL-15)
## Fix
Clamp `linkedDateFrom` to `dateTo` (today) in
`SyncBankingConnectionJob::syncEnableBanking`.
## Tests
Added test covering future-dated last transaction case.
Fixes PHP-LARAVEL-15
Continues the work merged in #341 with two focused commits.
## Baseline vs result (real numbers from runs on this PR)
| Job | Before (last run on #341) | After | Notes |
|---|---|---|---|
| build-assets | 70s (gates 3 jobs) | 74s | unchanged |
| tests | 215s | 243s | now starts at t=0 (no gate) |
| performance-tests | 72s | 64s | now starts at t=0 (no gate) |
| browser-tests longest shard | 341s | 323s | -18s |
| linter | 61s | 63s | same |
| static-analysis | 29s | 23s | -6s |
| **Wall (critical path)** | **~7m** | **~6.6m** | **-25s on the
critical path** |
The critical path is still `build-assets → browser-tests-matrix`. Real
wall-time wins for that path require either smarter shard balancing or a
Playwright Docker container — both deliberately deferred (see below).
## Tier 1 — wall-time wins (commit 1)
- **Pest:** `withoutVite()` is now applied globally in the `Feature` and
`Performance` suites via `pest()->beforeEach(...)->in(...)`. Those
suites never assert on the JS bundle, so they no longer need a compiled
Vite manifest.
- **Drop `needs: build-assets`** from `tests` and `performance-tests`.
Both now start at t=0 instead of waiting ~70s for the artifact. Browser
tests still gate on it (real Playwright session needs the manifest).
- **Playwright:** install only `chromium` (no firefox/webkit) since
that's all pest-plugin-browser uses. Saves ~15s of system-dep install
per shard.
- **Drop `actions/setup-node`** from browser-tests-matrix;
`oven-sh/setup-bun` already provides node for `npx playwright`.
I also tried bumping browser shards 4 → 6 but reverted (commit 3):
pest-plugin-browser's `--shard=N/M` distributes very unevenly at M=6 in
this codebase — shard 6 ended up running the entire 106-test suite
(13m26s) while other shards ran 23 tests each. Reverted to 4 shards for
predictable balance. Better balancing needs a test-time-aware split
(follow-up).
## Tier 2 — caching + setup dedup (commit 2)
- New composite actions:
- `.github/actions/setup-php-deps`: PHP + composer cache + `vendor/`
cache. On a `vendor/` cache hit, `composer install` is skipped entirely.
- `.github/actions/setup-bun-deps`: Bun + bun cache + `node_modules/`
cache. On a hit, `bun install` is skipped entirely.
- All 6 jobs refactored to use the composite actions. Removes ~150 lines
of duplicated YAML.
- **Bug fix: Pint cache key** dropped `${{ github.sha }}` from the
primary key so it actually reuses across runs (was effectively 0%
reuse).
## Deliberately not included
- **Pest `--parallel`**: paratest's per-process DB suffix conflicts with
Testcontainers user grants (see revert in 82e9a77 on the parent branch).
Worth revisiting in a follow-up that either widens grants or overrides
`ParallelTesting::setUpProcess`.
- **Playwright Docker container** (`mcr.microsoft.com/playwright`):
would eliminate the 34s system-deps install entirely but couples PHP
setup to a custom container; risky for one PR.
- **Test-time-aware browser shard split**: only real way to actually
shrink the critical path further given pest-plugin-browser's current
sharding behavior.
## Verification
- Final CI run on this PR is green (one flaky `Create Category` browser
timeout that passed on rerun — pre-existing flake unrelated to these
changes).
- `php artisan test --filter=InertiaSharedDataTest` and
`--filter=BudgetPeriodDateTest` pass with `public/build` deleted,
confirming the global `withoutVite()` covers feature tests that
previously rendered Inertia pages.
- All YAML files parse cleanly.
- `vendor/bin/pint --dirty` passes.
## Why
Last CI run on a PR took **~16m 36s** wall (browser-tests dominated).
Total CPU ~34 min. Several easy wins identified.
## Baseline (run 25169327223)
| Job | Wall | Critical step |
|---|---|---|
| browser-tests | 16m 36s | Browser Tests 718s, Build 166s, Playwright
50s |
| tests | 9m 38s | Tests 334s, Build 173s |
| performance-tests | 4m 19s | Build 173s |
| linter | 2m 54s | Pint 109s |
| static-analysis | 36s | — |
## Changes (one commit each)
**A. Shard browser tests 4×** — `pest --shard=N/4` matrix. ~12 min → ~3
min critical path.
**B. Build assets once, share via artifact** — new `build-assets` job
uploads `public/build`; tests/browser-tests/performance-tests download
it. Saves ~340s of duplicated CPU.
**C. Disable xdebug in tests job** — `coverage: xdebug` was set but
`--coverage` never passed. Silent ~30-50% slowdown.
**D. Parallel Pest with Testcontainers** — `pest --parallel
--processes=4`, `TESTCONTAINERS=true` so each worker gets isolated
MySQL. Drops job-level mysql service.
**E. Cache composer + bun deps** — `actions/cache` for composer cache
dir and `~/.bun/install/cache` keyed on lockfiles. Saves 30-60s/job
warm.
**F. Cache Playwright browsers** — cache `~/.cache/ms-playwright` keyed
on bun.lock; on hit only runs `install-deps`. Saves ~50s.
**G. Pint parallel + cache** — `--parallel --cache-file=.pint.cache`
with persisted cache. ~109s → ~5-10s warm.
## Expected wall time after
Browser shards become critical path: **~6-7 min** (down from 16-17 min).
## Risks
- **D**: 4 paratest workers each spawn a MySQL container — watch
RAM/runner load. Drop to `--processes=2` if flaky.
- **A**: more concurrent runners. Adjust shard count if MySQL service
init becomes the new bottleneck per shard.
- **B**: `build-assets` is now a hard dep for
tests/browser-tests/performance-tests.
## Test plan
CI itself is the test. Watch this PR run, compare timings to baseline.
## Summary
Wires up the launch flow: each waitlist lead gets a per-cohort
invitation email, a personal single-use Stripe promo code matching their
reward, and a signed landing link that unlocks register/install.
## Cohorts (resolved at send-time, by queue rank ASC, ignoring
`position` null/0)
| Cohort | Rule | Reward | Stripe coupon |
|---|---|---|---|
| `founder` | ranks 1–10 | Free forever | `wm_founder_forever` (100%
off, forever) |
| `founder_referrer` | referred any current founder (overrides rank) |
Free forever | `wm_founder_forever` |
| `early_bird` | ranks 11–100 | 2 mo free monthly / 3 mo free yearly
first year | `wm_earlybird_monthly` (100% off, 2 mo, monthly only) +
`wm_earlybird_yearly` (25% off once, yearly only) |
| `waitlist` | ranks 101+ | same as early bird | same coupons |
## What's added
- **DB**: `cohort`, `promo_code_monthly`, `promo_code_yearly`,
`invitation_sent_at` on `user_leads`.
- **Services**: `LeadCohortResolver`, `LeadPromoCodeAllocator`.
- **Commands**:
- `php artisan stripe:ensure-launch-coupons` — idempotent Stripe coupon
setup (run once per env).
- `php artisan leads:send-invitations --limit=N [--cohort=…] [--dry-run]
[--force]` — wave-by-wave delivery, idempotent across runs
(`invitation_sent_at` gate). Lazily generates Stripe promo codes per
lead it touches.
- **Checkout**: `SubscriptionController::checkout` resolves the auth
user's `UserLead` by email and applies the matching promo code
(`monthly`/`yearly`) via Cashier's `withPromotionCode()`.
- **Invite link**:
`LandingAuthOverrideService::generateInvitationUrl($leadId, days: 30)` —
signed lead-bound URL that unlocks auth buttons (existing override
cookie) and stores `invited_lead_id` in session. The register view
prefills the email from the lead.
- **Emails**: 4 cohort markdown templates (`founder`,
`founder-referrer`, `early-bird`, `waitlist`) with per-cohort subject +
body. Locale set from `$lead->preferredLocale()`. 28 Spanish keys added.
## Tests (Pest)
- `LeadCohortResolverTest` — boundaries + founder-referrer override +
null/0 position skip.
- `SendUserLeadInvitationsTest` — batch ordering, idempotent across
runs, ignores null/0, persists cohort.
- `UserLeadInvitationTest` — per-cohort body content, signed lead-bound
signup URL, Spanish locale.
- `LandingAuthOverrideTest` — invitation URL unlocks + stores session
lead.
Full suite green (1262 passed).
## Launch checklist
1. Merge + deploy.
2. `php artisan stripe:ensure-launch-coupons` against staging Stripe →
verify in dashboard → run on prod.
3. Optional preflight: `php artisan leads:send-invitations --limit=10
--dry-run`.
4. Wave-by-wave: `php artisan leads:send-invitations --limit=50` per
day.
5. Confirm `HIDE_AUTH_BUTTONS=true` on prod so only signed invite links
unlock register/install.
## Notes / non-goals
- No `User → UserLead` foreign key — checkout matches by email per
request.
- Existing `FOUNDER` promo flow is untouched and still kicks in if a
user has no lead-specific code.
- `founder_referrer` cohort is empty in current prod data; logic is in
place for when founders start referring.
## Problem
`DashboardAnalyticsTest > real estate balance evolution appends
projected mortgage balance from linked loan` fails on certain calendar
dates (e.g. when run on 2026-04-30) with:
```
Failed asserting that 17324874 is less than 17324874.
```
## Root cause
Carbon's `addMonths()` defaults to overflow mode, so adding months to a
day that doesn't exist in the target month rolls forward into the next
month:
- `2026-04-30 + 10 months` → `2027-02-30` → overflow → `2027-03-02`
- `2026-04-30 + 11 months` → `2027-03-30`
Both end up in the same `Y-m` (`2027-03`). The dashboard
balance-evolution endpoint and
`LoanAmortizationService::projectFromBalance` use `addMonths` to build
month-keyed projections and to label projected chart points. When two
iterations collapse onto the same `Y-m`:
1. `generateProjection` overwrites the earlier balance with the later
one.
2. The controller emits two consecutive projected points labeled with
that month and assigns the same `mortgage_balance` to both, breaking the
strictly-decreasing assertion.
## Fix
Switch every `addMonths()` call in the projection paths to
`addMonthsNoOverflow()` so each iteration lands on a distinct month.
- `app/Services/LoanAmortizationService.php` — `projectFromBalance`,
`projectFromOriginal`
- `app/Http/Controllers/Api/DashboardAnalyticsController.php` — real
estate projected loop
## Verification
```
php artisan test --compact tests/Feature/DashboardAnalyticsTest.php
Tests: 34 passed (220 assertions)
```
Previously failing on 2026-04-30, now green.
Real estate account chart now appends 12 months of projected data when
the property has a revaluation percentage and/or a linked loan:
- Market value projected forward via the configured revaluation rate
(compounded monthly).
- Mortgage balance projected via LoanAmortizationService on the linked
loan, so the mortgage decline is visible alongside the property
revaluation in the same chart.
Backend: DashboardAnalyticsController appends projected points with
display-currency variants. Frontend: chart adds dashed projection lines
for value and mortgage_balance plus a Today reference line. Tooltip and
currency-mode swap propagate the new projected_mortgage_balance field.
Previous formula divided annual % by 12 linearly, which over-applied
the configured rate when compounded over 12 months (e.g. 12% annual
grew balances ~12.68%/yr).
Use (1 + p/100)^(1/12) - 1 so 12 monthly applications equal the
configured annual percentage exactly. Works for negatives too.
## Why
Pushes to `main` that only modify workflows, README, or docs were
triggering production deploys.
## What
- Adds a `changes` job using `dorny/paths-filter@v3` to detect whether
the push touched application code.
- Gates `build-image` and `deploy` on `needs.changes.outputs.code ==
'true'`.
## Code paths considered
`app/`, `bootstrap/`, `config/`, `database/`, `public/`, `resources/`,
`routes/`, `tests/`, `storage/`, `artisan`, `composer.{json,lock}`,
`package*.json`, `bun.lock*`, `vite.config.*`, `tsconfig*.json`,
`eslint.config.*`, `.prettierrc*`, `phpstan.neon*`, `phpunit.xml*`,
`pint.json`, `Dockerfile`, `docker/**`, `.dockerignore`, `.env.example`.
Anything else (e.g. `.github/**`, `*.md`, `docs/**`) is treated as
non-deployable.
Adds a manually-triggered release workflow using `release-it`.
## How it works
1. Go to **Actions → Release → Run workflow**
2. Pick `patch` / `minor` / `major`
3. Workflow:
- checks out `main`, creates `release/run-<id>` branch
- runs `release-it --ci <increment>`: bumps `package.json`, updates
`CHANGELOG.md`, commits, tags `vX.Y.Z`, pushes branch + tag, creates the
GitHub release
- opens a PR back to `main` with the version bump + changelog
No direct push to `main` required. Tag and release are published
immediately; the PR just lands the version bump.
## Changes
- `.github/workflows/release.yml` — new workflow
- `.release-it.json` — allow non-main branches, ensure branch push
## Caveats
- Squash-merging the release PR leaves the tag on a dangling commit (tag
still valid). Use merge or rebase to keep the tag reachable from `main`.
## Problem
Sentry reporting permission-denied errors on `/open-banking/callback`:
> UnexpectedValueException: The stream or file
"/app/storage/logs/laravel.log" could not be opened in append mode:
Failed to open stream: Permission denied
4 issues, 14 events (PHP-LARAVEL-Z, 10, 11, 12).
## Root cause
Entrypoint runs as root. After the initial `chown www-data`, artisan
commands (`config:cache`, `route:cache`, `view:cache`, `event:cache`,
`migrate`) execute and can create/touch `storage/logs/laravel.log` as
root. Later, php-fpm (www-data) tries to append and fails.
Queue workers + inertia-ssr also run as root via supervisor — same
failure mode from worker side.
## Fix
- `docker/entrypoint.sh`: re-chown `/app/storage` and
`/app/bootstrap/cache` to www-data **after** artisan cache warm-up, just
before `exec supervisord`.
- `docker/supervisor/supervisord.conf`: add `user=www-data` to
`queue-worker`, `queue-worker-emails`, `inertia-ssr`. Nginx and php-fpm
master keep root (need port 80 / pool forking).
## Verification
Deploy and confirm Sentry issues stop firing on next
`/open-banking/callback` hits.
Manual `Release` workflow failed before `release-it` ran because it
installed dependencies with `npm ci` while repository dependency state
is maintained with Bun. This change aligns the release job with the
repo’s actual package manager so manual releases can install
dependencies from the committed lockfile.
- **Problem**
- `release.yml` used `npm ci`, which requires `package.json` and
`package-lock.json` to be perfectly in sync.
- Repo changes had moved dependency resolution forward via Bun, causing
the manual release job to fail during install instead of reaching
release creation.
- **Workflow change**
- Keep Node setup for `release-it`.
- Add Bun setup in the release job.
- Replace `npm ci` with `bun install --frozen-lockfile`.
- **Result**
- Manual release job now follows same package manager path as rest of
repo/workflows.
- Dependency installation uses committed Bun lock state, avoiding
`package-lock.json` drift as release blocker.
```yaml
- uses: actions/setup-node@v4
with:
node-version: '20'
- uses: oven-sh/setup-bun@v2
- name: Install dependencies
run: bun install --frozen-lockfile
```
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: victor-falcon <238766+victor-falcon@users.noreply.github.com>
Adds a manually-triggered workflow to cut releases from the GitHub
Actions UI.
## What
New workflow: \`.github/workflows/release.yml\`
- Trigger: \`workflow_dispatch\` with a \`bump\` input (\`patch\` /
\`minor\` / \`major\`, default \`patch\`)
- Runs \`npx release-it <bump> --ci\` → reuses existing
\`.release-it.json\`:
- angular conventional-changelog preset
- updates \`CHANGELOG.md\`
- commits \`chore: release vX.Y.Z\`
- tags \`vX.Y.Z\`
- creates GitHub release with grouped Features / Bug Fixes notes
## Auth
Uses the default \`GITHUB_TOKEN\` (no PAT). Requires:
- \`permissions: contents: write\` (push commit/tag, create release)
- Repo setting: Settings → Actions → General → Workflow permissions →
**Read and write permissions**
If \`main\` has branch protection blocking direct pushes, the bot token
must be allowed to bypass, otherwise the push step will fail and a PAT
will be needed instead.
## How to run
Actions tab → Release → Run workflow → pick bump type.
## Summary
Mirror the real-estate historical-balance pattern for loan accounts.
When a loan is created with a current balance, linearly interpolate
monthly `account_balances` rows between the loan start date
(`original_amount`) and today (current balance).
## Approach
Since we don't know how the user actually paid down the loan, use simple
linear regression between two known points:
- `(start_date, original_amount)` from `loan_details`
- `(today, current_balance)` from the latest `account_balances` row
Rows are placed on the start date, the 1st of each intermediate month,
and today.
## Changes
- **`LoanBalanceGeneratorService`** — linear interpolation + upsert on
`(account_id, balance_date)` so existing rows aren't duplicated.
- **`GenerateHistoricalLoanBalancesJob`** — `ShouldQueue`, 3 tries, 10s
backoff. Takes account, original amount, start date, current balance,
from, to.
- **`Settings/AccountController::store`** (loan branch) — after creating
`loanDetail`, if a starting balance was provided: generate the last 12
months synchronously, dispatch older window to the queue when
`start_date` predates it.
- **`LoanDetailController::update`** — when the detail is first created
for an existing account, use the most recent `AccountBalance` as the
current value and apply the same sync/async split.
## Tests
- Service: interpolation, single-balance edge, future start_date, upsert
dedupe, monthly 1st placement, from/to range.
- Job: implements `ShouldQueue`, respects from/to range.
```
Tests: 8 passed (62 assertions)
```
No dependency or directory-structure changes.
## Summary
Every subscription now gets Stripe tax rates attached automatically via
Cashier.
## Changes
- `config/subscriptions.php`: new `tax_rates` array, env
`STRIPE_TAX_RATES` (comma-separated), default
`txr_1TPfzrLRCmKA3oWMNWmkQeq2`
- `app/Models/User.php`: `taxRates()` reads from config — Cashier picks
it up automatically on `newSubscription()` checkout + subscription
creation
- `tests/Feature/SubscriptionTest.php`: 2 tests
## Applies to
- New checkout sessions (`SubscriptionController::checkout`)
- New subscriptions created via Cashier
## Existing subscriptions
Not updated automatically. To sync:
```php
$user->subscription('default')->syncTaxRates();
```
## Notes
Using hard-coded tax rate IDs (not Stripe Tax auto-calc). Switch to
`Cashier::calculateTaxes()` later if desired.
## Summary
Adds a 15-day trial to the monthly and yearly plans. Configurable per
plan (or disabled) via config.
## Changes
- `config/subscriptions.php` — new `trial_days` key per plan (defaults:
monthly=15, yearly=15). Env overrides: `STRIPE_PRO_MONTHLY_TRIAL_DAYS`,
`STRIPE_PRO_YEARLY_TRIAL_DAYS`. Set to `0` to disable.
- `SubscriptionController::checkout` — applies `trialDays()` on the
Cashier subscription builder when `trial_days > 0`.
- Tests — assert `trial_days` surfaced in pricing props; assert
`trialDays(15)` applied on checkout; assert skipped when `0`.
## Notes
Stripe Checkout enforces a **minimum 2-day trial**. Values of `1` will
fail at Stripe. `0` disables cleanly.
## Test plan
```
php artisan test --compact tests/Feature/SubscriptionTest.php
```
## Summary
Adds a dashed 'Today' vertical reference line on the account balance
chart when a loan amortization projection is rendered. Makes it obvious
which months on the chart are historical (carry-forward of the last
recorded balance) and which are future projections.
## Context
Loan accounts extend their balance-evolution series with 12 months of
projected amortization values (see
`DashboardAnalyticsController::accountBalanceEvolution`). Without a
marker, past carry-forward months and future projected months looked
like a single continuous history.
## Changes
- `resources/js/components/accounts/account-balance-chart.tsx`
- Import `ReferenceLine` from recharts.
- Compute `todayMarker` (`yyyy-MM` monthly, `yyyy-MM-dd` daily).
- Render `<ReferenceLine>` inside the projected `ComposedChart` branch.
- Styling matches the budget spending chart (1px dashed, foreground
stroke, 'Today' label on top).
## Screenshots
_Visual change only — renders a dashed vertical line at the current date
on loan account charts with projection._
## Summary
Follow-up to #317. Portaled tooltip uses `position: fixed`; on scroll it
stayed anchored to stale viewport coords.
- Listen to `scroll` (capture) and `resize`, flip a `hidden` flag to
hide the tooltip.
- Reset flag whenever Recharts reports a new `coordinate` (pointer back
on a bar).
- Replace `visibility` binary toggle with `opacity` + 120ms transition
so the whole tooltip (bg, border, text) fades as one layer instead of
revealing staggered unmount order.
## Test plan
- Hover a bar → tooltip fades in at cursor.
- Scroll the page while hovering → tooltip fades out smoothly, whole
element at once.
- Hover another bar after scrolling → tooltip reappears.
## Problem
On mobile, the sparkline tooltip on the dashboard account cards covered
almost the entire card, making it very hard to dismiss — you had to tap
very specific spots inside the card to clear it.
## Fix
Listen for `pointerdown` events outside the chart wrapper and unmount
the Recharts `<Tooltip>` to dismiss it. Because only the Tooltip is
toggled (not `<Line>`), there's no redraw animation.
Gated behind `matchMedia('(hover: hover)')` so desktop hover behavior is
left alone — tooltip still appears on hover without any click needed.
Works across multiple cards: tapping one dismisses tooltips on all
others.
## Summary
- Portal chart tooltip to `document.body` to escape ancestor
`overflow-hidden` (CardContent, scroll container). Positioned via
Recharts' `coordinate` prop + `.recharts-wrapper` viewport rect, with
viewport-edge flipping.
- Cap tooltip width and truncate long account/liability names with
ellipsis; values stay nowrap.
- Force `grid-cols-[minmax(0,1fr)]` on tooltip grid tracks so `truncate`
actually engages (grid items default to min-width auto).
## Test plan
- Hover net-worth chart: tooltip no longer clipped by container.
- Position follows cursor; flips near viewport edges.
- Long liability/account names show ellipsis within tooltip bounds.
## Summary
- soft-delete users by adding `deleted_at` to `users`
- rename deleted user emails with a timestamp prefix so original email
can be reused
- block email sends and banking follow-up work for deleted users while
preserving data
## Testing
- php artisan test --compact tests/Feature/DeleteUserCommandTest.php
tests/Feature/Settings/ProfileUpdateTest.php
tests/Feature/Auth/RegistrationTest.php
tests/Feature/Auth/AuthenticationTest.php
tests/Feature/Jobs/Drip/SendWelcomeEmailJobTest.php
tests/Feature/Console/SendUpdateEmailCommandTest.php
- vendor/bin/pint --dirty --format agent
## Summary
- add instruction to watch PR checks after PR creation
- include fail-fast command example for CI monitoring
## Testing
- not run (AGENTS.md change only)
Víctor Falcón
Copilot