Commit Graph

2 Commits

Author SHA1 Message Date
Víctor Falcón 10da06ed84
feat(transactions): add counterparty fields (#440)
## Summary
- add creditor/debtor fields to transactions with raw_data backfill
- store counterparties on bank sync and CSV/XLS imports
- add creditor/debtor filters plus hidden table columns

## Tests
- php artisan test --compact tests/Feature/LocalizationTest.php
tests/Feature/OpenBanking/TransactionSyncServiceTest.php
tests/Feature/TransactionFilterTest.php
- npm test -- resources/js/lib/file-parser.test.ts --run
- vendor/bin/pint --dirty --format agent

Note: `npm run types` still has pre-existing unrelated errors; no
creditor/debtor/import-related errors remained in filtered output.

## Screenshot
<img width="1241" height="676" alt="8odYWtFcvUM"
src="https://github.com/user-attachments/assets/55653485-d588-4beb-9e6a-5c7c81ba7cf8"
/>
2026-05-27 16:20:55 +02:00
Víctor Falcón aa36bb8a86
Prompt automation after categorizing transactions (#378)
## Summary
- show Automatize toast after category assignment in categorizer,
transactions table, and edit modal
- add modal flow for creating a new automation rule or updating an
existing one
- extract shared automation rule form and add rule helper tests

## Verification
- npm run test -- resources/js/lib/rule-builder-utils.test.ts
- npx eslint changed frontend files
- npm run build (app compiled; Sentry sourcemap upload failed with TLS
error)


https://github.com/user-attachments/assets/1f7d90e8-520a-4eaf-9fc4-4124adb848a0
2026-05-14 09:17:12 +02:00