Commit Graph

34 Commits

Author SHA1 Message Date
Víctor Falcón 8be7ea98e0
Accounts: new pages to list, and see account details (#13)
## 🆕  Accounts page
<img width="1222" height="1118" alt="image"
src="https://github.com/user-attachments/assets/2ab659b3-c368-4824-9f00-cdeb6ae8e713"
/>

## 🆕  Accounts details page
<img width="1220" height="1171" alt="image"
src="https://github.com/user-attachments/assets/7c64b1cf-c1fd-4ada-8ab0-17ee4f6991de"
/>

## 🆕 Update current account balance
<img width="1069" height="778" alt="image"
src="https://github.com/user-attachments/assets/76586b8a-7088-4ef8-a890-22910644a2d3"
/>

## 🆕 Edit/update account balance history
<img width="1200" height="681" alt="image"
src="https://github.com/user-attachments/assets/fa589553-7be8-4049-bdf4-89996b81a863"
/>
2025-12-05 14:33:18 +01:00
Víctor Falcón 7f2771381c Add bank relation to account model and update related components 2025-12-04 16:24:12 +01:00
Víctor Falcón d179c952c7
Accounts: Allow users to create custom banks with his own logo, and name (#12)
**When a bank is not found**
<img width="1220" height="619" alt="image"
src="https://github.com/user-attachments/assets/f46cdedf-8c12-4d9b-a531-8ab17abba9c2"
/>

**You can create a new one**
<img width="1218" height="695" alt="image"
src="https://github.com/user-attachments/assets/115e6b44-d423-4edf-a9aa-e45da81f9598"
/>
2025-12-04 15:24:04 +01:00
Víctor Falcón de1ecf3b8c
Remove unused controllers and routes (#11) 2025-12-04 08:48:17 +01:00
Víctor Falcón 2065ea4921
Dashboard: Top spending categories (#9)
## New
<img width="1123" height="685" alt="image"
src="https://github.com/user-attachments/assets/567dcb0f-ab18-4c4c-9d85-e26b05754740"
/>

## Old
<img width="1127" height="290" alt="image"
src="https://github.com/user-attachments/assets/bd0181a3-befd-485d-8b99-ae0164a4ef0c"
/>
2025-12-03 16:34:13 +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 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 480a5a97b4 Remove unused controllers and tests 2025-11-26 12:41:47 +01:00
Víctor Falcón e21c9cc3a8 feat: Update ProfileController to include two-factor authentication settings 2025-11-26 12:14:39 +01:00
Víctor Falcón 3cc601900b Add lead tracking webhook implementation 2025-11-25 12:13:29 +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 bec18b925b Add account balances 2025-11-15 20:27:18 +01:00
Víctor Falcón 73d847f38b feat(category): Update default categories list and sorting logic 2025-11-14 15:28:44 +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 41f5c6485c feat(TransactionSyncController): Sort transactions by transaction_date and updated_at
This commit message follows the specified format and provides a concise description of the changes made in the code diff. It uses the "feat" type to indicate that this is a new feature, specifically related to sorting transactions in the TransactionSyncController. The message is under 72 characters as required.
2025-11-14 11:38:09 +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 c1fbd4d09f feat(TransactionController): Add store method for creating transactions 2025-11-11 12:20:39 +00:00
Víctor Falcón d5ce7a24b4 Automation rules 2025-11-10 12:08:58 +00:00
Víctor Falcón ea9cec184f Bulk actions on transactions 2025-11-10 10:02:28 +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 fb140bbece Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00