## Overview
We're excited to introduce budgeting capabilities to Whisper Money! This
feature helps you take control of your finances by setting spending
limits and tracking your progress over time.
## Screenshots
<img width="1316" height="793" alt="image"
src="https://github.com/user-attachments/assets/ac394d36-cded-4ea4-9883-120785e260f1"
/>
<img width="1315" height="907" alt="image"
src="https://github.com/user-attachments/assets/7c682474-5aa7-4388-b626-29b56f5ebbef"
/>
<img width="1315" height="992" alt="image"
src="https://github.com/user-attachments/assets/21eace45-23c6-472d-9aa0-0feb6db3fba4"
/>
## What's New
### Create Flexible Budgets
- Set budgets for specific categories or labels
- Choose from monthly, weekly, bi-weekly, or custom periods
- Set your own budget start date for better alignment with your pay
schedule
### Track Your Spending
- Visual spending charts show how much you've spent vs. your budget
- See at a glance which budgets are on track and which need attention
- View all transactions that count toward each budget
### Smart Budget Management
- **Carry Over**: Unused budget amounts automatically roll into the next
period
- **Reset**: Unused amounts return to your available money pool
- Edit or delete budgets anytime as your needs change
### Easy Access
- New Budgets section in the main navigation
- Quick overview cards showing budget status
- Detailed budget pages with spending history and transaction lists
## How It Works
1. Create a budget by selecting a category or label and setting your
spending limit
2. Your transactions are automatically matched to relevant budgets
3. Track your progress with visual charts and spending summaries
4. Adjust your budgets as needed to stay on track with your financial
goals
This feature is now available behind a feature flag and can be enabled
for users who want to start budgeting their expenses.
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
## 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
## Summary
Implements a complete user onboarding flow that guides new users through
setting up their account after registration.
## Features
- **Step-by-step wizard UI** with progress indicator and smooth
animations
- **E2E Encryption setup** with password strength indicator and
explanation of how encryption works
- **Account creation** supporting all account types (checking, savings,
credit card, investment, pension)
- **Category customization** with explanation of category types
(expenses, income, transfer)
- **Smart rules explanation** covering why there is no AI
auto-categorization (privacy & E2EE)
- **Transaction/balance import** based on account type
- **Sync integration** to ensure data consistency with backend
## Flow Diagram
```mermaid
flowchart TD
A[User Registration] --> B[Welcome]
B --> E[Encryption Explained]
E --> C{Has encryption key?}
C -->|No|F[Encryption Setup]
C -->|Yes|G{Has Existing Accounts?}
G -->|Yes| H[Show Existing Accounts]
G -->|No| I[Create First Account]
H --> J[Continue]
I --> K{Account Type?}
K -->|Checking/Savings/Credit Card| L[Import Transactions]
K -->|Investment/Pension| M[Import Balances]
J --> N[Category Types Explanation]
L --> N
M --> N
N --> O[Customize Categories]
O --> P[Smart Rules Explanation]
P --> Q[More Accounts?]
Q -->|Add More| I
Q -->|Finish| R[Complete]
R --> S[Redirect to Dashboard]
S --> T{Subscribed?}
T -->|No| U[Subscribe Page]
T -->|Yes| V[Dashboard]
```
## Technical Changes
### Backend
- Added `onboarded_at` field to users table with migration
- Created `EnsureOnboardingComplete` middleware for redirect logic
- Created `OnboardingController` with index and complete actions
- Custom `RegisterResponse` to redirect new users to onboarding
- Updated `AccountController::store` to return JSON for fetch requests
### Frontend
- `OnboardingLayout` - fullscreen layout with step progress
- `useOnboardingState` hook - manages step navigation and state
- 12 step components for each onboarding screen
- Backend sync after account creation and imports
### Tests
- Feature tests for onboarding middleware
- Updated existing tests to use `onboarded()` factory state
## Summary
Add a new quick categorization page that allows users to categorize
transactions without categories one by one, in a game-like interface.
https://github.com/user-attachments/assets/14fd7386-e87e-4a75-ae94-e487e3a48112
## Features
- **Quick Categorization Page**: A clean, focused interface for
categorizing transactions
- White screen with centered transaction card
- Categories sorted by usage frequency (stored in localStorage)
- Smooth animations when categorizing (card exits, success feedback,
next card enters)
- Progress indicator showing remaining transactions
- **Keyboard Shortcuts**:
- `Ctrl+R`: Open automation rules dialog
- `Ctrl+N`: Skip current transaction
- `Escape`: Go back to transactions page
- Arrow keys + Enter: Navigate and select categories
- **Automation Rules Integration**:
- Rules button in header to manage automation rules
- When closing the rules dialog, all remaining transactions are checked
against rules
- Matching transactions are automatically categorized
- **UI/UX**:
- Command component for category search and selection
- Encrypted text component for account names
- Responsive amount display with positive/negative styling
- Skip button moved to header for cleaner card design
## Access
New "Categorize" button added to the transactions page toolbar (left of
"Add Transaction" button) showing the count of uncategorized
transactions.
* 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
Víctor Falcón