Commit Graph

38 Commits

Author SHA1 Message Date
Víctor Falcón 8a0d27a9df
Execute browser tests on CI (#10) 2025-12-03 16:26:30 +01:00
Víctor Falcón a0f44a9144
Dashboard: Net worth Chart (#3)
* Improve net worth chart

* feat: Add current net worth display to dashboard chart

* Handle different currencies

* Add account balance sync service and update SyncProvider

* Remove redundant transaction filters in DashboardAnalyticsController
2025-12-03 08:53:28 +01:00
Víctor Falcón baa77a248b
Add category type field support (#2)
* 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
2025-12-01 20:19:47 +01:00
Víctor Falcón ac95fed57d Add unique constraint to categories table and update factory data 2025-12-01 11:19:16 +01:00
Víctor Falcón c2c6894cb8 feat(AccountBalanceSync): Update existing balances and add new ones efficiently 2025-12-01 11:04:50 +01:00
Víctor Falcón 595057c66e Add dashboard analytics backend
- Create DashboardAnalyticsController with 6 analytics endpoints:
  - Net worth calculation and comparison
  - Monthly spending with period comparison
  - Cash flow (income vs expenses)
  - Net worth evolution over time
  - Account balance history
  - Top spending categories
- Add PeriodComparator service for date range comparisons
- Update DashboardController to pass categories, accounts, and banks
- Add comprehensive feature tests for all analytics endpoints
- Register analytics routes under /api/dashboard
2025-12-01 10:30:35 +01:00
Víctor Falcón 0b97570ffd Improve automation rules and sync error handling
- Add null safety checks in rule evaluation
- Improve error messages in sync context with user-friendly formatting
- Add browser test for automation rule application during import
- Update test CSV data to better test rule matching
- Add detailed error logging for failed transaction imports
2025-12-01 10:30:22 +01:00
Víctor Falcón a4ed4e73c1 Add multi-column description mapping support
- Allow description field to map to multiple columns
- Update ColumnMapping type to accept string or string[] for description
- Join multiple description columns with newlines
- Add validation for multi-column descriptions
- Add test asset for multi-description CSV files
2025-12-01 10:30:11 +01:00
Víctor Falcón 8bee848fe3 Save transaction source (manually_created, or imported)
- Depending on the source, we allow or not to update the transaction
description.
2025-11-28 12:36:48 +01:00
Víctor Falcón 480a5a97b4 Remove unused controllers and tests 2025-11-26 12:41:47 +01:00
Víctor Falcón 981df8cd68 Fix improve testing 2025-11-26 11:52:01 +01:00
Víctor Falcón 5cfe3c81a1 Better input field UX 2025-11-26 11:24:37 +01:00
Víctor Falcón 669646aacb SEO landing page 2025-11-25 11:33:11 +01:00
Víctor Falcón 375fead0bc Add User Lead functionality and tests 2025-11-25 10:31:25 +01:00
Víctor Falcón dffc5137ba
Merge pull request #1 from whisper-money/landing-page
Landing page
2025-11-24 12:11:35 +01:00
Víctor Falcón 02ac561591 Command: Setup Main User 2025-11-15 22:16:41 +01:00
Víctor Falcón dcb78d2252 Update transaction amount to bigint 2025-11-15 20:53:47 +01:00
Víctor Falcón bec18b925b Add account balances 2025-11-15 20:27:18 +01:00
Víctor Falcón e937a8647d feat(automation): Add re-evaluate all transactions functionality 2025-11-14 14:18:43 +01:00
Víctor Falcón 7f243bbc1e Load more transactions button 2025-11-14 13:02:42 +01:00
Víctor Falcón 9256148961 feat(sync): Add sync functionality for accounts, banks, categories, and status button 2025-11-14 09:09:20 +01:00
Víctor Falcón 2c696aa88a Update default categories 2025-11-11 18:10:32 +00:00
Víctor Falcón b866e6152e UI for Automated rules 2025-11-11 16:50:03 +00:00
Víctor Falcón c1fbd4d09f feat(TransactionController): Add store method for creating transactions 2025-11-11 12:20:39 +00:00
Víctor Falcón 302dff8909 Improve rule evaluator to be case insensitive 2025-11-10 12:46:17 +00:00
Víctor Falcón d5ce7a24b4 Automation rules 2025-11-10 12:08:58 +00:00
Víctor Falcón 48bce81d9a feat(react): add authentication check in SyncProvider 2025-11-09 10:21:25 +00:00
Víctor Falcón 509065e28d Transactions page 2025-11-08 23:38:35 +00:00
Víctor Falcón faf6d9146e Sync transactions 2025-11-08 14:17:16 +00:00
Víctor Falcón 9d95f884a0 Offline First: sync bank, accounts, and categories 2025-11-08 11:29:21 +00:00
Víctor Falcón 80949a8ec8 Better sort bank search results 2025-11-08 10:11:37 +00:00
Víctor Falcón b9679b9328 Settings: add account view 2025-11-07 21:38:23 +00:00
Víctor Falcón 59bc62f976 Banks accounts 2025-11-07 19:19:29 +00:00
Víctor Falcón 499c11eb6d Reorganize setting items 2025-11-07 18:23:08 +00:00
Víctor Falcón 689666e0f5 Categories 2025-11-07 17:38:57 +00:00
Víctor Falcón 292297f483 E2E Encryption 2025-11-07 14:21:25 +00:00
Víctor Falcón 2eaad3204c Install Pest 2025-11-07 12:01:58 +00:00
Víctor Falcón fb140bbece Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00