Suggests transaction categorization rules during onboarding.
After a sync or import, it groups the uncategorized transactions, asks
Gemini (via laravel/ai) to map the common merchants to categories, and
shows the results for review. The user edits or drops any and creates
the ones they want. During onboarding the accepted rules also categorize
existing transactions right away.
Off by default: it needs the `AiRuleSuggestions` Pennant flag and a
per-user AI consent. The model and thresholds are config-driven.
`ai:suggest-rules {user}` prints what a user would get.
The settings-page surface and monthly regeneration are a follow-up.
## What
Adds a new landing-page testimonial from **Albert G.**, sourced from a
user email.
- `welcome.tsx` — new entry (English source string) inserted before the
co-owner entry.
- `lang/es.json` — matching Spanish translation.
## Notes
- `gravatar` is the md5 of the sender's email.
- Adapted the message to fit: kept the praise (intuitive, functional,
daily-finance help, generous free tier), dropped the feature-request
portion (advanced auto-categorization, richer dashboards) since that's
roadmap feedback, not testimonial copy.
## Verification
- `LocalizationTest` passes (es.json key present, valid JSON).
- Prettier + ESLint clean.
## Problem
A user reported automation rules not applying. The rule matched a
description **and** `Valor es igual a 21,99`, but never fired.
Root cause: the matching engine evaluates the **signed** transaction
amount (`amount / 100`), and expenses are stored negative. So an expense
of `-21,99` is compared as `-21.99 == 21.99` → false. The rule editor
showed a plain number input with no hint about the sign convention, so
entering a positive `21,99` to match an expense silently builds a rule
that can never match.
This is a common trap — likely affecting many users with amount-based
rules.
## Change
Add a small helper note under the numeric `amount`/`Valor` value input:
> Usa un valor negativo para gastos (ej. -21,99) y un valor positivo
para ingresos.
- Renders only for the numeric `amount` field; text conditions are
unaffected.
- No change to how rules are stored or evaluated — existing rules keep
working.
- Added the Spanish translation key (`es.json` is CI-enforced).
## Testing
- `bun run format` and `eslint` clean on the component.
- `LocalizationTest` passes (translation key resolves, no missing keys).
## Follow-up (not in this PR)
The hint guides new rules but doesn't retroactively fix rules already
saved wrong. A future enhancement could warn when saving a
positive-value amount condition, since most finance rules target
expenses.
## What
Adds an `agent:db` artisan command so agents (and humans) can run read
queries against the local or production database from the CLI.
```bash
php artisan agent:db "select id, email from users limit 5" # local, JSON (default)
php artisan agent:db --format=table "select count(*) from transactions" # console table
php artisan agent:db --prod "select count(*) from users" # production
```
### Options
- `--format=json` (default) — pretty-printed JSON
- `--format=table` — classic console table
- `--prod` — target the production connection (new `prod` connection
backed by `PROD_DB_URL`)
## Notes
- Read-only: uses `DB::select()`, so it won't run
`INSERT`/`UPDATE`/`DELETE`. Query errors are caught and reported.
- Adds a `querying-the-database` skill documenting the command
(auto-activates on prod/DB questions).
- De-duplicates the skills tree: `.agents/skills` is now the canonical
directory and `.claude/skills` is a symlink to it (previously both were
tracked as identical copies).
## Test plan
- [x] `php artisan test --filter=AgentDatabaseCommand` (4 passing: json,
table, invalid format, query error)
- [x] `vendor/bin/pint`
## Summary
Improves the transaction actions menu on mobile:
- **Tap-to-show tooltip instead of a modal** — when the Analysis button
is tapped with no filter applied, it now shows the same tooltip used on
desktop ("Apply a filter to enable this button") via a controlled Radix
tooltip, instead of opening a separate modal dialog.
- **Always show the "Analysis" label on mobile** — previously the mobile
button was icon-only, which made it hard to understand. It now shows the
icon + label like desktop.
- **Move "Add transaction" into the more-actions dropdown on mobile** —
frees up horizontal space so the Analysis label fits. On desktop the
standalone Add transaction button is unchanged.
## Notes
- Reuses the existing `Add transaction` translation key (already in
`lang/es.json`).
- Removed the now-unused `Dialog` import/markup.
## Test plan
- [ ] On mobile, tap Analysis with no filter → tooltip appears on tap,
dismisses on tap outside.
- [ ] On mobile, the Analysis button shows its label.
- [ ] On mobile, "Add transaction" appears in the more-actions (⌄)
dropdown.
- [ ] On desktop, behavior is unchanged (hover tooltip, standalone Add
transaction button).
## Summary
Adds a **category-analysis drawer** so you can see how much you spend on
a single category, month by month, over the last 12 months — answering
"am I spending more or less on food delivery?".
Reachable via an **Analyze** button on three cards:
- Dashboard → Top spending categories
- Cashflow → Income Sources
- Cashflow → Expense Categories
Each button opens a shared drawer with a full-width category chooser
(all categories) and a 12-month stacked bar chart.
## Chart semantics
- X = last 12 rolling months (gaps filled with zero). Y = user display
currency.
- Stacked segments = the chosen category's immediate children
(grandchildren rolled in) + a **Direct** segment (spend on the parent
itself) + an **Other** segment (children beyond the top 6, ranked by
total).
- A leaf category renders a single series named after the category.
- Amounts convert to the user currency and **net per month**, oriented
by category type so the expected direction reads as a positive bar; an
against-grain month (e.g. refunds > spend) dips below zero.
- Colors use the theme-aware chart palette (same as the net-worth
chart).
## Summary stats
Two glowing cards above the chart: **Monthly average** and **Trend**
(recent 6-month average vs earlier 6-month average; null when there's no
earlier baseline).
## Persistence
Each widget remembers its own chosen category in `localStorage`
(category only), prefilling the first category of its list otherwise; a
remembered-but-deleted category falls back gracefully.
## Tests
- 11 Pest feature tests (rollup, Direct/Other, net-with-refunds,
12-month window, currency conversion, income orientation, summary
average + trend).
- 5 vitest tests for the prefill/persistence precedence.
- es.json keys added.
## What
Long category/label names in the shared bar-list breakdowns (cash-flow
top expenses/income, dashboard top categories, analysis drawer
categories/tags/accounts) spilled the amount out past the widget's right
edge.
## Why
The name span already had `truncate min-w-0 flex-1`, but its `grow` row
wrapper (the `<Link>`/`<div>`) had no `min-w-0`. Flex items default to
`min-width: auto`, so the wrapper refused to shrink below its content —
the inner `truncate` never engaged.
## Change
Add `min-w-0` to both `grow` wrappers so the row can shrink and the
existing `truncate` clamps the name with an ellipsis, keeping the amount
inside the widget.
Visual-only CSS class change.
## What
Unifies the "top categories"-style bar lists behind one reusable
component and applies it to the transaction **analysis drawer**.
### Shared component
New `resources/js/components/shared/category-breakdown-list.tsx` —
generic `CategoryBreakdownRow<T>` + adapter (leading marker, truncated
name, optional trend + %, amount, proportional bar, expand/collapse
recursion). Now used by:
- Dashboard **Top spending categories** (was a local `CategoryRow`)
- Cash-flow **Income Sources / Expense Categories** (was a local
`BreakdownRow`)
- Analysis drawer breakdowns
### Analysis drawer
- **Top categories** — pie+list → bar list, now with **expand/collapse**
of subcategories (children already in the payload, served through
`useExpandableCategories` with no extra fetch).
- **Top tags** — recharts bar → bar list, colour-dot leading marker.
- **Top accounts** — plain list → bar list, with the **bank/account
logo** as the leading marker instead of a category icon.
### Largest expenses table
Long category names pushed the amount onto two lines (minus sign split
from the digits). Category + description columns are now capped to the
same width, the chip truncates, and the amount cell is
`whitespace-nowrap`.
### Backend
`icon` added to the category breakdown payload (parent, child,
Uncategorized) so the drawer can render the icon circle.
## Tests
- Drawer: category expand/collapse + tag/account render tests.
- Backend: asserts `color`/`icon` on the category breakdown.
- Full JS suite (191) + analysis feature tests green; pint / eslint /
prettier clean.
## Note
Dashboard card has no test file — refactor preserves its public
behaviour; worth a visual check.
## What
Adds two timestamp columns to `users`:
- **`last_logged_in_at`** — set by an `UpdateLastLoggedInAt` listener on
Laravel's `Login` event. Records each explicit authentication (login
form or remember-me re-auth). Does **not** update on plain session-based
requests.
- **`last_active_at`** — set by a `TrackLastActiveAt` middleware on
authenticated web requests. Records the last moment the user did
anything. Throttled to at most one write per 5 minutes to avoid a DB
write on every request.
## Why
`last_logged_in_at` answers "when did they last authenticate";
`last_active_at` answers "when were they last using the app" (any
screen/activity), which a session-based login does not capture.
## Tests
- Login records `last_logged_in_at`
- Authenticated request records `last_active_at`
- Throttle window respected (no rewrite within 5 min) and refreshed once
it passes
Migrations not yet run on environments.
## What
In the transaction **analysis drawer**, the summary cards' amounts
weren't lining up horizontally: the **Avg / day** card's label row holds
the day-editor button (a 24px icon button), making that row taller than
a plain text label, so its amount sat lower than **Total spent**.
## Fix
Give every summary card's label row a fixed `h-6` (matching the
icon-button height), so all label rows are the same height and the
amounts share a common baseline. Amounts were already the same size
(`text-lg`); this just equalizes the vertical space above them.
Applies to all summary tiles — expense mode (Total spent / Avg per day)
and income mode (Income / Expenses / Net / Margin).
## Before / After
- Before: Avg/day amount offset below Total spent.
- After: both amounts aligned on the same row.
Frontend tests (9) pass; eslint + prettier clean.
## What
Reworks the filtered **transaction analysis drawer** to behave like a
*project view* — a coherent set of related transactions (a trip, a
rental, a renovation, a side hustle) — and surfaces data that was
already computable but never shown.
### Two shapes, auto-detected
The drawer adapts to whether the set is **expense-only** or **income +
expense**, detected from the income share (`income >= 15% of expense`).
A stray refund won't flip a trip into a P&L view; a rental's rent will.
- **Expense mode:** total spent, daily average, cumulative spend line.
- **Income mode:** net result + margin %, income vs expense bars,
cumulative **net** line.
The mode can be overridden per filter (Auto / Expenses only / Income &
expenses), mirroring the existing daily-average override exactly:
remembered in the browser per filter fingerprint and synced to a
matching saved filter via a new `analysis_mode` column + PATCH endpoint.
### New panels (all from existing data)
- **Largest expenses** — top 5, expandable to 10, biggest spends first.
- **Spending by payee** — horizontal bars, gated to ≥2 named payees.
- **Spending by account** — list, gated to ≥2 accounts.
### Smarter table
The largest-expenses table hides any column the filter or the rows have
pinned to a single value (e.g. filtering by one label drops the Labels
column; a one-category result drops the Category column).
## Tests
- **Backend:** new Pest coverage for `largest_expenses`, payee/account
breakdowns, `cumulative_net`, and the `analysis_mode` endpoint
(`TransactionAnalysisTest`, `SavedFilterTest`) — all green.
- **Frontend:** 9 vitest cases covering mode detection/override, the day
override, and column hiding.
- New `__()` keys added to `lang/es.json`.
## Notes
- Adds migration `add_analysis_mode_to_saved_filters_table`.
## What
Two mobile-header fixes:
- **Logo no longer wraps/clips.** The brand row had no `shrink-0`, so
flexbox squeezed it and "Whisper Money" wrapped to two lines or got cut
off by the buttons. Now pinned with `shrink-0` + `whitespace-nowrap`,
and the bird icon is bumped `size-4` → `size-5`.
- **Auth buttons fit when logged out.** Log in + Register both as text
buttons overflowed the narrow pill. Log in is now an icon-only ghost
button (`LogIn` icon, `aria-label` for a11y), so Register keeps its full
primary-CTA pill.
Desktop header is untouched.
## Test plan
- [ ] Logged-out mobile: logo on one line, login icon + Register both
visible, no overflow
- [ ] Logged-in mobile: Dashboard button unaffected
- [ ] Desktop unchanged
## Why
Bank connection via Enable Banking is a critical flow that must keep
working in **both onboarding and settings**, including reconnecting an
expired consent. This adds regression coverage so it never silently
breaks.
## What
Two complementary layers:
### 1. CI regression — mocked Pest browser tests
`tests/Browser/BankConnectionFlowTest.php` drives the full UI →
`authorize` → `callback` → account mapping → sync flow for all three
scenarios, with the banking provider faked
(`tests/Support/FakeBankingProvider.php`). Deterministic, no external
calls.
- ✅ connect from onboarding (accounts auto-created)
- ✅ connect from settings (+ account mapping)
- ✅ reconnect an expired connection (re-matches accounts by IBAN)
**Runs on CI** in the existing `browser-tests` job (distributed across
shards automatically as a new test; `shards.json` timing entry will be
added next time `update-browser-shards` runs).
### 2. Live-sandbox verification — standalone Playwright script
`tests/Browser/live/connect-bank.mjs` runs the same three flows against
the **real Enable Banking sandbox** (Banco de Sabadell + BBVA) via the
dev server, for on-demand / nightly checks. Backed by a local-only
helper command `app/Console/Commands/E2eBankingFixtureCommand.php`.
**Does not run on CI** (needs the dev server, live sandbox, and
secrets). See `tests/Browser/live/README.md`.
#### Why the live flow can't be a normal Pest test
Enable Banking only redirects to the fixed registered URI
(`https://whisper.money.local/open-banking/callback`). A
`RefreshDatabase` Pest test runs an ephemeral server on a random port
with a transactional DB the external redirect can never reach. The
script instead drives the persistent dev server, captures the
`code`+`state` the bank redirects with, and replays the callback against
the dev server (the callback is stateless — keyed by `state_token`).
## Verification
- Mocked Pest tests: **3 passing**.
- Live script: **all 3 scenarios PASS** against the real sandbox
(Sabadell → 5 accounts + 328 tx synced; BBVA onboarding → 7 accounts;
expired → reconnect refreshes `valid_until` and retains accounts).
- `pint --test`, eslint, prettier clean.
> Note: while verifying locally, the dev DB was missing the
`state_token` migration (`2026_06_05_185212`), which made
`/open-banking/authorize` 500. Worth confirming it's applied in other
environments.
## What
Tidies the transactions filter bar so it lays out as **two balanced
rows** — a control on the left and on the right of each — instead of
wrapping awkwardly once **Transaction analysis** is enabled (the
saved-filters button was crowding the row).
- **Row 1:** `Filters` (left) · search input (grows, middle) ·
saved-filters bookmark (right)
- **Row 2:** `Analysis / Categorize / + Transaction / ▾` (left) ·
`Columns` (right)
Actions row dropped `flex-wrap` + `sm:justify-end` in favour of a clean
`justify-between`; the saved-filters/clear group is now grouped to the
right with `ml-auto`.
## Screenshots
**Desktop**
**Mobile**
## Notes
- Screenshots are hosted on a throwaway
`assets/transaction-filters-screenshots` branch so they render here
without landing in `main`. Safe to delete after merge.
## What
Clicking **Analysis** on the transactions page opens a chart of spending
by category. Two improvements:
### Sub-category breakdown
Previously every expense rolled up to its top-level category. Now each
parent shows its total with the sub-categories that carry spending
nested beneath it.
- New `CategoryTree::spendingBreakdown()` builds a two-level tree: each
root with its rolled-up total + immediate sub-categories. Grand-children
fold into their level-2 ancestor. Spend booked directly on a parent that
is *also* split across sub-categories surfaces as a **Direct** child, so
the children always sum to the parent total.
- `by_category` slices now carry a `children[]` array.
- The legend renders each parent row, then indented sub-category rows
(name, % of parent, amount). The donut stays at parent level.
### Clearer colors
Monochrome schemes (blue, pink, neutral) run darkest→lightest, so
adjacent slices were nearly identical. A new `alternateContrast()` zips
the two palette halves (`chart-1,5,2,6,3,7,4,8`) so neighbouring slices
alternate between dark and light ends. Sub-category dots reuse the
parent color at reduced opacity.
## Tests
Added coverage for sub-category nesting, the Direct child, grand-child
folding, and the flat (no-children) case. All analysis + CategoryTree
tests pass.
## Summary
Adds an **Analysis** button to the transactions toolbar (left of
Categorize) that opens a bottom-sheet dashboard summarizing the
transactions matching the current filters. Built around the Miami-trip
use case: tag a trip, filter to it, and see where the money went.
Everything is behind the existing `TransactionAnalysis` feature flag
(button hidden + endpoint returns 403 when off).
## Behavior
- **Button**: hidden unless `features.transactionAnalysis`. Disabled
until at least one filter is applied — desktop shows a hover tooltip,
mobile a tap dialog, both reading *"Apply a filter to enable this
button."*
- **Drawer** (vaul bottom-sheet, like the importer): fetches
`/api/transactions/analysis` with the current filters on open. Skeleton
+ empty/error states.
- **Charts**: KPI cards · spending over time (income/expense bars +
cumulative line, auto daily/monthly bucketing) · category donut + ranked
list (only when >1 category) · per-tag bars (only when >1 label).
- **Manual day override**: the *Avg / day* card has an editor to
override the date span used for the daily average (tickets bought months
ahead skew the span). Resolution precedence: matching saved filter's
`analysis_days` → `localStorage[fingerprint]` → auto span. Edits persist
to localStorage always, and sync to the saved filter when the current
filters match one.
## Backend
- `Api/TransactionAnalysisController@summary` — reuses
`Transaction::applyFilters()` + `IndexTransactionRequest`, converts to
the user's base currency via `ExchangeRateService` (rates preloaded),
rolls categories up through `CategoryTree`.
- `GET /api/transactions/analysis`.
- `analysis_days` (nullable) on `saved_filters` + `PATCH
/api/saved-filters/{id}/analysis-days`.
## Tests
- Pest: analysis endpoint (flag gating, totals, category/tag breakdown,
day/month bucketing, cumulative) + saved-filter day override
(set/clear/forbidden/invalid).
- Vitest: button gating (hidden/disabled/opens) + day-override
resolution (auto / saved-precedence / localStorage fallback / persists
to saved filter).
- New `lang/es.json` keys for all added strings.
## Notes
- Data is always sourced from the backend.
- The flag is still off by default — enable `TransactionAnalysis`
per-user to try it.
## Summary
On the landing page, logged-in users see a modal with a three-second
progress bar that redirects them to the dashboard. This adds a primary
**Go now** button so users can skip the wait.
- Move **Cancel** button to the left, add primary **Go now** button on
the right (`sm:justify-between`)
- `Go now` calls `router.visit(dashboard())` immediately
- Added `Go now` Spanish translation (CI enforces `es.json`)
## Testing
- Added test: redirects immediately when clicking go now
- All 4 dialog tests pass
## What
Enlarge and color-code the headline numbers in the first two cash-flow
cards so users can spot a weak savings net or low allocation at a
glance.
- **Net Cashflow**: headline number bumped to `4xl`; green when net ≥ 0,
red when negative.
- **Saved & Invested**: headline number bumped to `4xl`; colored by
allocation rate — green ≥50%, yellow ≥25%, orange ≥0%, red below.
## Why
The numbers were uniformly black, making it hard to tell at a glance
when net cashflow is negative or when only a little is being set aside.
## Testing
- `vitest run` on `net-cashflow-card.test.tsx` ✅
- `bun run format` / `bun run lint` clean
## What
Hardens `CurrencyConversionService` against a slow/unreachable external
FX-rate CDN, which was crashing `/api/cashflow/trend`.
## Sentry
- Fixes PHP-LARAVEL-2X — `RuntimeException: Failed to fetch currency
rates ... cURL error 28: Operation timed out`
- Fixes PHP-LARAVEL-31 — `FatalError: Maximum execution time of 30
seconds exceeded` (Guzzle CurlFactory)
## Root cause
For a historical date the service walked up to 8 lookback dates × 2 URLs
at a **10s timeout each** (~160s worst case → 30s PHP fatal), and a
single network timeout threw a `RuntimeException` that 500'd the whole
request.
## Changes
- **Bounded timeouts**: 3s connect / 5s total per request.
- **Abort on unreachable source**: a connection/timeout error stops the
date walk (after trying the fallback host) instead of repeating the same
timeout for every candidate date. 404s still walk back to earlier
releases.
- **Graceful degradation**: failures return an empty rate map instead of
throwing — conversions already fall back to `0.0` on missing rates, so
the trend endpoint no longer 500s.
- **Persistent cache**: historical releases cached 30d (immutable),
`latest` 6h, unavailable results 10m (dampens retries during an outage).
## Tests
- Updated the former "throws" test to assert graceful degradation to
`0.0`.
- Added: timeout aborts the date walk after 2 attempts; rates cache
across service instances.
- All 12 tests pass.
## What
Removes `resetOnSuccess={['password']}` from the login form.
## Sentry
- Fixes PHP-LARAVEL-2Y — `TypeError: Failed to construct 'FormData':
parameter 1 is not of type 'HTMLFormElement'.` (6 users, on `/login`)
## Root cause
On a successful login the server redirects to the dashboard, which
**unmounts the login form**. `resetOnSuccess` then fires a form reset,
and Inertia's reset handler constructs `new FormData(ref)` from the form
ref — now stale/null — which throws.
The reset serves no purpose on login (the user navigates away
regardless), so removing it eliminates the crash.
## Tests
- Added `resources/js/pages/auth/login.test.tsx`: renders the login page
and asserts the `<Form>` is not configured to reset on success.
## Problem
`GET /transactions` throws `InvalidArgumentException: Illegal operator
and value combination` (Sentry
[PHP-LARAVEL-34](https://whisper-money.sentry.io/issues/PHP-LARAVEL-34)
— escalating, 76 occurrences, 2 users).
## Root cause
Laravel's `cursorPaginate()` builds `where(orderColumn, '>',
cursorValue)` for the next page. When sorting by a **nullable** column
(`creditor_name` / `debtor_name`) and the boundary row's value is
`null`, the cursor encodes `null` → `prepareValueAndOperator` rejects
`where(col, '>', null)`. Default sort (`transaction_date`, NOT NULL)
never hits it.
## Fix
When sorting by a nullable column, select `COALESCE(col, '') as
col_sort` and order by the alias. Cursor reads the coalesced
(never-null) value; Laravel rewrites the WHERE to the `COALESCE`
expression. Alias is hidden from serialization.
## Tests
- Reproduces cross-page cursor pagination with null values in the sort
column (500 → 200).
- Asserts the `*_sort` alias is not leaked to the frontend.
Fixes PHP-LARAVEL-34
## Why
iOS PWAs hand the bank redirect back to the system browser (Safari),
where the app session does not exist. The old `/open-banking/callback`
sat behind `auth` + `verified` middleware, so Safari hit it with no
session → bounced to `/login`, the callback body never ran, and the
connection stayed `pending` forever (4 stale rows observed in prod).
## What
Make the bank connection flow session-independent end to end.
### 1. State-token callback (session-independent)
- `store()` generates `Str::random(40)`, persists it on the connection,
and passes it to `startAuthorization` as `state`.
- `/open-banking/callback` is now **public**. It resolves the connection
from `state_token` (`resolveConnectionFromState`) and derives the owner
from the connection, not the session.
- Connection is finalized server-side (`session_id`, status,
`state_token = NULL`) before any redirect.
- New migration adds the nullable, unique `state_token` column; the
column is hidden on the model.
### 2. Completion page instead of login bounce
When the callback runs without a session (the Safari case), the
connection is already finalized server-side. Instead of bouncing the
user to `/login`, render a standalone "go back to the app" page — their
session lives in the PWA, not here.
- New page `resources/js/pages/open-banking/connection-complete.tsx`
(success / error states, dark mode).
- `finishRedirect()` renders the page when `!Auth::check()`; logged-in
users still get the normal redirect.
### 3. Onboarding: land on the connections step + poll cross-browser
- A logged-in user finishing the flow lands straight on the onboarding
connections step (`?step=create-account`), now resolved server-side via
a validated `initialStep` prop so the step is deterministic.
- While on that step the page polls every 4s (`usePoll`, `only:
['accounts']`), so a connection finalized in another browser (PWA →
Safari) shows up without a manual refresh.
## Flow
```
POST /authorize → stateToken = Str::random(40)
→ startAuthorization(state = stateToken)
→ create BankingConnection(pending, state_token)
EnableBanking → callback?code&state=stateToken (PUBLIC, no session needed)
→ find connection WHERE state_token = state
→ createSession(code) → finalize (session_id, status, state_token = NULL)
→ session present? redirect to connections step / mapping
: render "go back to the app" completion page
PWA (logged in) → onboarding?step=create-account → polls accounts every 4s
```
## Tests
36 passing. Covers:
- state-token persistence and session-less finalization
- owner resolved from the connection regardless of who is authenticated
- completion page rendered (success + error) when no session; login
fallback when no connection resolves
- logged-in user redirected directly to the onboarding connections step
- `?step=create-account` lands on that step; unknown step falls back to
default
## What
Collapse the two Pennant feature-flag checks in
`HandleInertiaRequests::resolveFeatureFlags()` into a single
`Feature::for($user)->values([...])` call.
## Why
The `transactionAnalysis` flag added in #496 introduced a **second**
Pennant DB lookup that runs on **every** page. That pushed the account
show page from 18 → 19 queries, breaking the `performance-tests` job on
`main`:
```
Account Show: Expected at most 18 queries, but 19 were executed.
```
Batching keeps shared data at a single query regardless of how many
flags we add, so this fixes the regression without bumping the
threshold.
## Testing
- `./vendor/bin/pest --testsuite=Performance` — 25 passed
- `tests/Feature/InertiaSharedDataTest.php` — 8 passed
- Pint clean
## What
Add an eye icon to every password field that toggles between masked and
plaintext, so users can verify what they typed.
New reusable `PasswordInput` component
(`components/ui/password-input.tsx`) wrapping the base `Input` with an
`Eye`/`EyeOff` toggle.
## Where
- **Auth**: login, register (password + confirm), reset password
(password + confirm)
- **Settings**: password form & account form (current + new + confirm)
- **Dialogs**: delete-account confirmation, encryption unlock dialog
## Details
- Toggle is keyboard-skipped (`tabIndex={-1}`), mirrors the input's
`disabled` state.
- Accessible: `aria-pressed` + `aria-label` (`Show password` / `Hide
password`), translated and added to `lang/es.json`.
- Dark-mode aware via existing `text-muted-foreground` /
`hover:text-foreground` tokens.
## Tests
- New vitest suite for `PasswordInput` (mask default, toggle, ref
forwarding, disabled state) — 4 passing.
- `LocalizationTest` passing (new translation keys present).
- eslint + prettier clean.
## Not included
Left out (can add on request): `confirm-password.tsx`,
`setup-encryption.tsx`, and the open-banking API key/secret fields.
## What
Adds a `banking:disconnect` artisan command to disconnect (soft-delete)
one or more banking connections by ID, for ops use on prod.
```bash
php artisan banking:disconnect <id1>,<id2>,<id3>
php artisan banking:disconnect <id1>,<id2> --delete-accounts
```
## How
- Parses comma-separated IDs (trims spaces, dedups).
- Reuses the existing `DisconnectBankingConnection` action, which:
- Revokes the session on Enable Banking's side (`DELETE /sessions/{id}`)
when the connection is an active Enable Banking one.
- Sets status to `Revoked` and soft-deletes the connection.
- Default behavior unlinks linked accounts (kept as manual accounts).
`--delete-accounts` hard-deletes accounts, transactions and balances.
- Warns on unknown IDs, reports per-connection results, and exits with
failure if any ID was missing or any disconnect threw.
- A provider-side revoke failure does not block the soft-delete (action
catches + logs a warning), matching the existing
`banking:cancel-free-enablebanking` behavior.
## Tests
`tests/Feature/DisconnectBankingConnectionsCommandTest.php` — covers
multi-ID disconnect + session revoke, `--delete-accounts`, missing IDs,
and no-match. All pass.
## What
Adds **saved filters** on the transactions page so users can name a set
of filters and reuse them later. The whole feature is gated behind a new
\`transaction-analysis\` Pennant feature flag (off by default).
## Why
Reusing the same filter combinations (e.g. "Japan trip", "Utilities") is
currently manual every time. This ports the saved-filters work from the
\`analysis-page\` branch, scoped down to **only** the transactions page
— the analysis screen and unrelated query changes from that branch are
intentionally left out.
## Changes
**Feature flag**
- \`App\Features\TransactionAnalysis\` — class-based flag, resolves
\`false\` by default.
- Shared to the frontend as \`features.transactionAnalysis\` and added
to the \`Features\` type.
**Backend (saved filters)**
- \`SavedFilter\` model (UUID, \`filters\` json cast, user belongsTo) +
migration + factory.
- \`Api\SavedFilterController\` — user-scoped index/store/update/destroy
under \`/api/saved-filters\`, ownership enforced with \`abort_unless\`.
- \`StoreSavedFilterRequest\` / \`UpdateSavedFilterRequest\` — name
unique per user, snake_case filter rules.
**Frontend**
- \`transaction-filter-serialization.ts\` —
serialize/deserialize/fingerprint between UI filter state and the
persisted snake_case shape.
- \`SavedFilters\` dropdown — load/save/update/delete with active +
dirty indicators.
- Integrated into the filter bar via an opt-in \`enableSavedFilters\`
prop, so it renders **only** on the transactions page (budgets/accounts
reuse the same component and stay unchanged). Render is also gated by
the feature flag.
**Filter bar UX**
- Split search + filters + saved searches onto their own row, separate
from the actions row (Categorize / Add transactions / columns), which
were getting cramped.
- On mobile, the text search moves into the filters popover.
## Reviewer notes
- Backend endpoints are **not** flag-gated; only the UI is, per the
request.
- Two-layer scoping: page opt-in prop **and** feature flag — flag off
means no UI anywhere.
- Translation keys fall back to the key (English); \`es.json\` entries
not added, matching the source branch.
## Testing
- \`tests/Feature/SavedFilterTest.php\` — 9 passing (auth, per-user
listing/uniqueness, ownership on update/delete).
- Pint, Prettier, ESLint clean. No new TypeScript errors introduced.
## Problem
On the transactions page, the **Category** and **Labels** filters were
combined with **AND**. Selecting both a category and a label only showed
transactions that matched the category *and* carried that label.
## Fix
In `Transaction::scopeApplyFilters`, both filters are now wrapped in a
single `where` group with the label condition using `orWhereHas`, so
they combine as **OR**: a transaction matches if it's in a selected
category **or** has a selected label.
- Multi-category OR, category-tree expansion, and the *uncategorized*
option are preserved.
- Other filters (date, amount, account, search) remain AND.
## Tests
Added `category and label filters combine with OR` to
`TransactionFilterTest`. All 34 filter + bulk-update tests pass; pint
clean.
## Problem
Importing a CSV with `DD/MM/YYYY` dates (e.g. `02/06/2026`) parsed them
as `MM/DD/YYYY`, and the **Date Format** selector either didn't appear
or had no effect — the preview showed the same wrong date regardless of
the chosen format.
## Root cause
The `xlsx` parser coerced CSV date-like strings into Excel **serial
numbers** at read time, guessing the format itself. `parseDate` then hit
its numeric short-circuit and **ignored the selected format entirely**,
so the Date Format radio never changed the preview.
On top of that, ambiguous dates (valid as both DD/MM and MM/DD) were
resolved silently by browser locale, and a saved import config force-hid
the selector — so a wrong guess couldn't be corrected.
## Changes
- **`parseFile` reads with `raw: true`** — CSV cells stay as their
original strings; `parseDate` applies the chosen format. Native
`.xls/.xlsx` dates still arrive as numbers and use the serial path.
- **`detectDateFormat()`** now returns `{ format, ambiguous }`. When
multiple formats parse the sample equally, the importer keeps the Date
Format selector visible (defaulting to the locale/saved best guess) —
even when a saved config exists — so a previously-saved wrong format can
be fixed. `autoDetectDateFormat()` kept as a thin wrapper.
- Applied to both the transactions and account-balances import drawers.
- **UI:** moved the Date Format selector above the preview and switched
the mapping form from broken Tailwind v4 `space-y`/`space-x` to
`flex`/`gap`.
## Tests
- New `parseFile` regression test: `02/06/2026` stays a string and
parses to June (DD-MM) vs February (MM-DD).
- New `detectDateFormat` tests for the `ambiguous` flag.
- All 39 `file-parser` tests pass; lint/format clean.
## Summary
- Replaces the placeholder landing testimonials with **11 real ones**
sourced from welcome-email replies and the Discord community.
- All testimonials shown in **English** with **Spanish translations**
added to `lang/es.json`.
- Adds a testimonial from Víctor Falcón (co-owner).
## Avatars
- Uses **Gravatar** with `d=404`; on miss, Radix `Avatar` falls back to
**`<Facehash>`** (same config as `user-info.tsx`).
- Privacy: raw emails are **not** stored in the repo — only precomputed
MD5 hashes.
## Layout
- Testimonials render in **two marquee rows**, same direction but with
different speeds + a phase offset so cards don't line up into a grid.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
## What
Standardizes how models are serialized across web, API, and Sync
responses by relying on Eloquent `$hidden` + accessors on the models
themselves, instead of ad-hoc `select` scopes and per-controller field
picking.
Touches 9 models (`Account`, `Bank`, `Budget`, `Category`, `Label`,
`LoanDetail`, `RealEstateDetail`, `Transaction`, plus pivot hiding) and
the controllers/middleware that consumed the old ad-hoc shapes.
## Why
- Single source of truth for response shape lives on the model, aligned
with Wayfinder model typegen.
- Removes duplicated field-selection logic scattered across controllers.
- Continues the duplication-removal PR series (#475–#483).
## How
- Hide internal columns and pivots via `$hidden`; expose computed fields
via accessors.
- Controllers return full models / load full relations rather than
hand-picked columns.
- `HandleInertiaRequests` slimmed down to match.
## Notes for reviewers
- Per-commit breakdown: each model standardized in its own commit for
easy review.
- Tests added/updated for each model to assert the serialized shape
(hidden columns absent, relations present).
- Full suite: 1382 passed / 1 skipped / 0 failed. `pint` clean.
## What
When deleting a transaction that belongs to a **manual**
(non-bank-connected) account, the user can now opt to update the
account's **current balance** for today, so it stays accurate without
re-syncing.
- Deleting an **expense** (amount < 0) → balance **increases** by the
amount.
- Deleting **income** (amount > 0) → balance **decreases** by the
amount.
- Formula: `new_balance = current_balance − transaction.amount`. If
today has no balance row, it's seeded from the latest known balance.
- Available for **single delete** and **bulk delete** (a checkbox in the
confirmation dialog).
- Connected accounts are never touched — their balances come from bank
sync.
- On the account page, the balance display refreshes automatically after
the delete (no page reload).
## How
- New `ManualBalanceAdjuster` service; `TransactionController@destroy`
calls it when the request carries `update_balance` and the account is
manual.
- Frontend `transactionSyncService.delete/deleteMany` accept an
`updateBalance` option; both delete dialogs show the checkbox only when
a manual account is affected.
- `TransactionList` gains an `onBalanceUpdated` callback;
`Accounts/Show` uses it to bump the balance chart's refresh key.
- Added `banking_connection_id` to the accounts payload (transactions,
budgets, and the shared Inertia props feeding accounts/show) so the
frontend can identify manual accounts.
<img width="896" height="400" alt="image"
src="https://github.com/user-attachments/assets/e7f35ccb-13a1-40a1-bf04-615752bddf1a"
/>
## Problem
When the verification email link opens in a browser where the user is
not logged in (common on phones, where the link escapes the app), the
`verification.verify` route's `auth` middleware redirects to login and
the email is never verified.
## Fix
The signed verification URL already self-secures via `id` + `hash` +
signature + expiry, so the `auth` requirement was redundant. This adds a
public, signed-only verify route and points the verification email at
it.
- `Auth/VerifyEmailController` — resolves the user by `id`, validates
`hash` with `hash_equals(sha1(email))`, marks verified and fires
`Verified`. Guests → `login` with a success status; the same logged-in
user → `dashboard?verified=1`.
- New route `GET /verify-email/{id}/{hash}` with `signed` + `throttle`
(name `verification.verify.public`). Distinct URI/name so it doesn't
clash with Fortify's existing auth-protected route, which stays intact.
- `VerifyEmailNotification::verificationUrl()` overridden to sign the
public route.
Now the link verifies regardless of login state, and the user can return
to the app and sign in.
## Tests
- 6 new cases in `EmailVerificationTest` (logged-out verify, logged-in
verify, bad hash, unsigned request, already-verified no refire).
- 1 new case in `VerificationNotificationTest` asserting the email links
the public signed route.
- All pass; pint clean.
Reduce deploy webhook retries to 3 attempts with longer waits so a slow
Coolify rebuild can finish before giving up.
- Attempt 1 → fail → wait 10 min
- Attempt 2 → fail → wait 20 min
- Attempt 3 → fail → give up
Total window ~30 min (was 10 attempts / ~7 min). Connection-level
timeouts (curl exit 28) were exhausting retries before the box came
back.
## Summary
Removes the `CategoryTree` Pennant feature flag so the parent/child
category tree UI is active for all existing and new users.
## Changes
- Delete `app/Features/CategoryTree.php` (flag resolved `false`).
- `CategoryController` — drop `Feature`/`CategoryTreeFeature` imports
and the `categoryTreeEnabled` Inertia prop.
- `parent-category-field.tsx` — remove the `usePage` flag read and `if
(!enabled) return null` gate; the parent field now always renders.
## Testing
- `vendor/bin/pint --dirty` — pass
- `bun run lint` — clean (1 pre-existing unrelated warning in
`chart.tsx`)
- `php artisan test tests/Feature/Settings/CategoryTreeTest.php` — 11
passed
- `php artisan test tests/Feature/Settings/CategoryTest.php` — 32 passed
## What
- Expanding a category on the Sankey chart now **collapses any other
open category**, so only one subcategory column is shown at a time.
- Grow the SVG \`viewBox\` to the real content bounds so tall child
stacks no longer get **clipped above or below** the canvas.
## Why
Multiple simultaneously-expanded categories cluttered the chart, and a
parent with 3+ children produced a stack taller than the canvas — the
top entries were cut off (e.g. "Traveling €2,011" rendered half-hidden).
## Tests
- Added a test asserting opening a second parent collapses the first.
- Existing expand/collapse tests still pass (5/5).
## What
Expand/collapse child categories inline in three places:
- Dashboard → **Top spending categories**
- Cashflow → **Income sources**
- Cashflow → **Expense categories**
## How it looks
<img width="1225" height="928" alt="image"
src="https://github.com/user-attachments/assets/aadce904-bfdd-46eb-b919-8695577845d7"
/>
## Implementation
**Frontend**
- `useExpandableCategories` hook: tracks expanded set, lazy-fetches
children once, caches, resets on period change.
- `AnimatedCollapse` component for the height animation.
- Recursive rows in `BreakdownCard` and `TopCategoriesCard`.
**Backend**
- Extracted `rollUpByTree`/`displayNodeFor` out of
`CashflowAnalyticsController` into `CategoryTree::rollUp` (now shared by
cashflow + dashboard).
- Dashboard `top-categories` emits `has_children`/`is_direct` and
accepts `?parent` to drill into a category's children (children + a
direct "Parent" node), mirroring the existing cashflow breakdown drill.
- Added Spanish translations for the new toggle labels.
## Tests
- Backend: `has_children` true/false + parent-drill split (children +
direct node) for dashboard top categories.
- Component: chevron expands, lazily fetches `parent=…`, renders the
child, flips to "Hide subcategories".
- Full suite green; pint / eslint / prettier clean.
> Note: children fetch lazily on first expand (same pattern as the
Sankey inline expand).
## What
Clicking a parent category in the cashflow **Money Flow** Sankey now
expands its children inline as an extra column branching off the parent
— expenses grow to the right, income to the left — instead of swapping
the whole chart for a drilled-in view.
<img width="782" height="392" alt="image"
src="https://github.com/user-attachments/assets/6ce7d925-19d2-4744-a5da-6884a9583a4d"
/>
## Behaviour
- Toggle: click a parent to expand, click again to collapse. Multiple
parents can be open at once.
- One level deep (a child with its own children is not further
expandable).
- The parent stays as an intermediate node and its flow splits into the
children + a node for transactions booked directly on the parent
(labelled **Parent**).
- Changing the period resets expansions.
## Implementation
- `sankey-chart.tsx`: dynamic column layout (was fixed 3-column); lazily
fetches children via the existing `/api/cashflow/sankey?parent=`
endpoint and caches them; label + amount now render in a `foreignObject`
so flexbox handles spacing, vertical centering, and CSS-ellipsis
truncation (full name kept in a `title`); expand affordance is a
`ChevronsRight` icon.
- Child nodes use the same `MIN_NODE_HEIGHT` and gap as top-level nodes,
centered on the parent so links fan out cleanly.
- Removed the old drill-replace + breadcrumb flow (and the now-unused
`sankeyParent` hook option).
- Backend: the direct-transactions node is renamed from `"<name>
(direct)"` to `"Parent"` (+ `es` translation).
## Problem
The deploy step intermittently fails on CI with only:
```
Response:
HTTP Status: 000
Deployment request failed with status 000
```
`000` means curl never completed a connection — the Coolify box (which
rebuilds the image from git on deploy) has its API unreachable while a
prior build runs. But the step gave no way to confirm that: `-s`
silenced curl's error message and `|| true` swallowed the exit code.
## Changes
- **Surface the real cause** — `-sS` plus `--write-out
%{exitcode}`/`%{errormsg}`/timing, so failures print the curl exit code
(7 refused, 28 timeout, …) and message instead of a blind `000`.
- **Robust parsing** — body/metadata split on an explicit
`===CURL_META===` marker instead of fragile `tail`/`sed` line counting.
- **No false timeouts** — `--max-time` raised 120→300s so a
slow-but-alive box doesn't abort mid-trigger and report a phantom `000`.
- **Wider retry window** — 10 attempts with backoff capped at 60s (~8
min) instead of 5 with a 240s dead sleep, to ride out a multi-minute
rebuild.
- **Fail fast on 4xx** — a bad token/uuid is not retryable, so don't
waste the window on it.
## Note
This makes the trigger robust and observable; the structural fix (let
Coolify pull the prebuilt ghcr image instead of rebuilding on the box)
is out of scope here.
## Summary
Adds nested categories (parent → child, up to **3 levels**) across the
app. Children inherit their parent's type and cashflow direction, and
every category selector now renders the hierarchy as an indented tree.
Gated behind the `CategoryTree` Pennant flag (off by default).
## Backend
- **Migration**: nullable self-referencing `parent_id`; uniqueness
scoped per-parent via a `parent_unique_marker` virtual column (root
names stay unique). New composite unique created before dropping the old
one so the `user_id` FK keeps a supporting index.
- **`CategoryTree` service**: descendant/ancestor resolution, depth &
cycle checks, type cascade, subtree deletion.
- **Validation**: depth limit, cycle prevention, inherited + locked
child type.
- **Delete strategies**: reparent (default), promote to root, or cascade
(uncategorizes affected transactions).
- **Transaction filter** expands a selected parent to its descendants.
- **Cashflow Sankey & breakdown** roll up to top-level parents with
click-to-drill (children + a parent "direct" node).
- **Budgets** tracking a parent also count their children's
transactions.
- **Unified** the frontend category query behind
`Category::forDisplay()` / `FRONTEND_COLUMNS` (8 call sites) so every
selector receives the full Category shape, including `parent_id`.
## Frontend
- New `category-tree.ts` helpers (build/flatten/descendants/path,
tree-aware selection toggle + tri-state).
- **Settings page**: indented tree, sortable by name/color/type
(siblings sorted, hierarchy preserved), parent picker, delete-strategy
dialog.
- **Combobox** (transaction table cell + edit/create modal + parent
picker): indented tree, search keeps matches with their ancestors.
- **Transaction filter**: indented tree, tri-state cascading selection
(parent ↔ children), themed checkboxes, selected branches float to top
on open, ancestor-aware search.
- **Categorizer palette** and **budget multi-select**: same indented
tree + ancestor-aware search.
- **Sankey**: click a parent node to drill into its children, with
breadcrumb.
- Pennant `CategoryTree` flag gates the parent UI.
## Tests
- Pest: model/validation, delete strategies, filter expansion, cashflow
rollup/drill, budget child inclusion.
- Vitest: tree-aware selection logic.
- All green; Pint / ESLint / Prettier clean.
## Rollout
Flag is off by default — enable per user with:
\`\`\`
php artisan feature:enable "App\\Features\\CategoryTree" you@example.com
\`\`\`
## What
Real-estate detail rule block (~10 fields) was duplicated in **4
requests**; loan detail block in **2**. Variants differ only by
`sometimes` on `property_type` and presence of `revaluation_percentage`.
New `ValidatesAccountDetailRules` trait:
- `realEstateDetailRules(propertyTypeSometimes:, withRevaluation:)`
- `loanDetailRules()`
## Stats
- **-115 / +83 lines**; one source of truth for these field rules
## Checks
- `php artisan test --filter="Account|RealEstate|Loan"` — 355 passed
(1744 assertions)
- `vendor/bin/pint --dirty` — pass
Part of duplication-removal series (#475–#480).
## What
`use-dashboard-data.ts` had a private `formatMonth()` duplicating
`utils/date.ts` `formatMonthFromYearMonth()`.
Removed the local copy; dashboard now uses the shared util.
**Tiny visual change:** non-current-year labels on dashboard net-worth
chart render `Jan '26` instead of `Jan 26` — now consistent with
cashflow-trend and account-balance charts which already use the shared
util.
## Stats
- **-14 / +2 lines**
## Checks
- `bun run test` — 154 passed
- `bun run lint` — clean (1 pre-existing warning)
Part of duplication-removal series (#475–#481).
## What
The "public banks + user's own banks" query was repeated in **5
controllers** (Transaction ×2, Settings/Bank, Budget, Cashflow,
Onboarding).
New `Bank::availableForUser($user)` scope; all 5 sites use it.
Bonus: the Onboarding variant had no `where()` grouping around
`whereNull/orWhere` — harmless today (no other constraints) but a latent
precedence bug. The scope always groups.
## Stats
- **-31 / +24 lines**, 5 call sites → 1 definition
## Checks
- `php artisan test
--filter="Bank|Transaction|Budget|Cashflow|Onboarding"` — 612 passed
(2707 assertions), 1 skipped
- `vendor/bin/pint --dirty` — pass
Part of duplication-removal series (#475–#479).
## What
`StoreCategoryRequest` and `UpdateCategoryRequest` had identical 24-line
`prepareForValidation()` deriving `cashflow_direction` from category
type.
Moved to `app/Http/Requests/Concerns/ResolvesCategoryCashflowDirection`
trait.
## Stats
- **-48 / +43 lines** (net small, removes a whole duplicated logic block
that must stay in sync)
## Checks
- `php artisan test --filter=Categor` — 104 passed (565 assertions)
- `vendor/bin/pint --dirty` — pass
Part of duplication-removal series (#475–#478).
## What
`UpdateAutomationRuleRequest` was **byte-identical** to
`StoreAutomationRuleRequest` (verified with `diff`): same `rules()`,
`passedValidation()`, `withValidator()`.
Now it simply extends the Store request.
## Stats
- **-74 / +1 lines**
## Checks
- `php artisan test --filter=AutomationRule` — 63 passed (211
assertions)
- `vendor/bin/pint --dirty` — applied
Part of duplication-removal series (#475 was first).
Víctor Falcón
