## Why
### Problem
Account balance metrics computation (12-month sparklines, net worth
evolution, currency conversion) was duplicated across three controllers:
- `AccountController` — account index page metrics
- `DashboardController` — dashboard net worth evolution
- `DashboardAnalyticsController` — analytics API net worth evolution
(monthly + daily)
Each had its own `convertBalance()` method, its own BalanceLookup
iteration loop, and its own invested amount handling. Additionally,
`AccountController::show()` re-queried `categories`, `accounts`, and
`banks` — all already available as shared Inertia props from
`HandleInertiaRequests` middleware.
## What
### Changes
- **Extract `AccountMetricsService`** with three public methods:
- `getAccountMetrics()` — per-account balance metrics with sparkline
history (used by accounts index)
- `getNetWorthEvolution()` — monthly net worth evolution with
per-account balances (used by dashboard + analytics API)
- `getNetWorthDailyEvolution()` — daily net worth evolution (used by
analytics API)
- **Refactor `AccountController`** — delegate to
`AccountMetricsService`, remove 3 private methods (`getAccountMetrics`,
`formatMonth`, `convertBalance`)
- **Refactor `DashboardController`** — delegate to
`AccountMetricsService`, remove `getNetWorthEvolution` loop and
`convertBalance`
- **Refactor `DashboardAnalyticsController`** — delegate to
`AccountMetricsService` for `netWorthEvolution` and
`netWorthDailyEvolution`, remove `convertBalance`, `getBalanceAt`,
`getInvestedAmountAt` private methods
- **Remove duplicate queries from `AccountController::show()`** —
`categories`, `accounts`, `banks` are already shared by middleware
- **Add missing `encrypted` column** to the middleware's shared
`accounts` query so components that need it (EditAccountDialog, etc.)
receive it
### Impact
- **Net -87 lines** across 5 files (285 added in new service, 372
removed from controllers)
- Single source of truth for balance metrics computation
- Eliminated 3 copies of `convertBalance()` and 2 copies of the net
worth evolution loop
- Removed 3 redundant database queries from account show page
## Verification
### Tests
- All 84 related tests pass (AccountController, AccountBalance,
Dashboard, DashboardAnalytics, BalanceLookup, CashflowAnalytics) with
529 assertions
- No test changes needed — the refactoring preserves exact output shapes
## Why
### Problem
The dashboard page takes ~4 seconds to load for users with many balance
records. Profiling revealed 29 queries across the initial page load + 3
separate API calls, a 576 KB wasted payload from unused bank records,
and a critical 3.7s bottleneck in `BalanceLookup` correlated subqueries.
## What
### Changes
**Query optimizations:**
- Replace correlated `MAX()` subqueries in `BalanceLookup` with
derived-table `joinSub` pattern — **48x faster** (3,693ms → 77ms) on
accounts with thousands of balance records
- Replace `whereHas` (EXISTS subqueries) with JOINs in
`DashboardAnalyticsController` and `CashflowAnalyticsController` — ~3x
faster per query
- Cache encryption check results in `HandleInertiaRequests` middleware
to avoid 2 duplicate queries per request
**Payload & request reduction:**
- Remove dead `banks` query from `DashboardController` (2,365 records,
576 KB never used by frontend)
- Remove duplicate `categories` and `accounts` queries already provided
by middleware shared props
- Consolidate 3 separate `fetch()` API calls into Inertia v2
`Inertia::defer()` props grouped under `'dashboard'` (single follow-up
request with skeleton fallbacks)
**Frontend:**
- Replace `useDashboardData` fetch hook with `usePage()` props +
`<Deferred>` components
- Convert `CashflowSummaryCard` from internal fetch to prop-based
- Use `router.reload({ only: [...] })` for balance update refetch
### Performance summary
| Metric | Before | After |
|--------|--------|-------|
| Initial page queries | 16 | 12 |
| Follow-up HTTP requests | 3 separate API calls | 1 Inertia deferred |
| BalanceLookup time | 3,693ms | 77ms |
| Wasted payload | 576 KB | 0 |
## Verification
### Tests
All 633 feature tests pass, including 40 dashboard/cashflow-specific
tests.
## Why
Investment and retirement accounts show balance over time, but there's
no way to see how much money was actually put in versus how much is
current value. Users can't tell at a glance whether their investments
are up or down.
## What
Adds an "invested amount" tracking system across the full stack:
**Backend**
- New `invested_amount` column on `account_balances` (nullable
bigInteger, cents, per-date)
- Auto-sync from providers: Indexa Capital (instruments_cost +
cash_amount), Bitpanda (fiat deposit/withdrawal history), Binance
(90-day windowed deposit/withdrawal with crypto→fiat conversion)
- Manual input support via Update Balance dialog
- Historical invested amount data in all balance evolution APIs (net
worth, account detail)
**Frontend**
- Dashed line on sparkline charts (dashboard + accounts page) showing
per-point historical invested amount alongside balance
- Dashed line on account detail charts (daily AreaChart + monthly
ComposedChart)
- Tooltips with labeled rows: Balance, Invested, Gain/loss (color-coded)
- Invested amount column in balances history modal
- Invested amount field in balance import wizard (CSV mapping)
- Demo account seeder updated with invested amount data
## Screenshots
<img width="1301" height="750" alt="image"
src="https://github.com/user-attachments/assets/0f05ecd0-8b98-47b4-9fa4-027f0311e3bb"
/>
<img width="744" height="374" alt="image"
src="https://github.com/user-attachments/assets/c4daa816-dee0-4f94-957f-317a13bc80d5"
/>
<img width="1267" height="738" alt="image"
src="https://github.com/user-attachments/assets/21df350c-6954-4ff5-8b3c-b858df3a8b3a"
/>
<img width="1301" height="828" alt="image"
src="https://github.com/user-attachments/assets/16f5f021-a926-4e8e-a999-c4ca32d1ea3d"
/>
<img width="1274" height="845" alt="image"
src="https://github.com/user-attachments/assets/62f2dfc0-04f0-4bdb-b072-cf7cd1be77d3"
/>
## Why
### Problem
Users with accounts in multiple currencies see raw balances on the net
worth chart without any conversion. A user with a USD-denominated
profile who also holds EUR and GBP accounts sees misleading totals — the
chart simply sums cents across currencies as if they were the same unit.
## What
### Changes
- **`ExchangeRateService`** — New service that wraps
`CurrencyConversionService` with DB-level caching. Checks the
`exchange_rates` table first, falls back to the external CDN API on
cache miss, and stores the full rate blob for future lookups.
- **`exchange_rates` migration + model** — New table with
`(base_currency, date)` unique constraint storing JSON rate blobs.
Includes factory.
- **`CurrencyConversionService`** — Made `getRatesForCurrency()` public
so `ExchangeRateService` can delegate to it.
- **`DashboardAnalyticsController`** — `netWorthEvolution` and
`netWorthDailyEvolution` endpoints now convert every account balance
from `account.currency_code` to `user.currency_code`. Response includes
`currency_code` field and `_original` data for foreign-currency
accounts.
- **Future date capping** — `ExchangeRateService::getRates()` caps any
future date to today, since the currency API only serves historical
rates. Prevents 500 errors when the chart requests end-of-month rates
for the current (incomplete) month.
- **Frontend charts** — Simplified to single-currency display. Removed
multi-currency `TotalDisplay` component; the chart header and tooltip
now show amounts in the user's currency. Foreign-currency accounts show
their original amount inline in the tooltip (e.g., "€2,000.00 →
$2,222.22").
- **`valueFormatter` type fix** — Changed return type from `string` to
`React.ReactNode` in chart component interfaces to match actual usage
with `AmountDisplay`.
## Screenshot
<img width="1266" height="649" alt="image"
src="https://github.com/user-attachments/assets/6f661840-3f65-49fe-9948-d4cfd6c6ef0e"
/>
## Summary
Adds daily granularity support to the dashboard Net Worth Evolution
chart, mirroring the daily balance feature added for individual account
pages in #135.
## Why
The net worth chart only supported monthly granularity, making it
impossible to see short-term net worth fluctuations. Users who track
daily balances need a way to visualize day-over-day net worth changes
across all accounts.
## Screenshots
<img width="1263" height="714" alt="image"
src="https://github.com/user-attachments/assets/646e7e21-5c1b-42dc-9a20-5e9b6d5d72b4"
/>
<img width="1261" height="715" alt="image"
src="https://github.com/user-attachments/assets/b9fe5080-55f3-485a-a566-1d25d83518c7"
/>
## Summary
- Adds a **Monthly / Daily granularity toggle** to the account balance
evolution chart on account pages
- Daily view renders as an **area chart** (line with gradient fill)
showing the last 30 days, while monthly keeps the existing bar chart
- All 3 chart view modes (stacked, period-over-period,
period-over-period %) work in both granularities
- Chart view toggle **tooltips update dynamically** based on granularity
(e.g. "Month over month change" → "Day over day change")
- Backend fills gaps in sparse `account_balances` data by carrying
forward the last known balance day-by-day
- Includes 3 new Pest tests for the daily endpoint (data points,
gap-filling, forbidden access)
## Screenshot
<img width="1271" height="743" alt="image"
src="https://github.com/user-attachments/assets/cca7a7ad-bdcc-45d2-a5e1-47b1cb855d49"
/>
<img width="1274" height="755" alt="image"
src="https://github.com/user-attachments/assets/14e1f2d8-41cd-49cc-b0f4-307edb847af8"
/>
## Summary
- Add `GET /api/transactions?encrypted=true` endpoint for paginated
listing of encrypted transactions
- Add `PATCH /api/transactions/bulk` endpoint for batch-updating
decrypted transaction data (max 50 per request, bypasses model events)
- Add `useDecryptTransactions` hook that mirrors the existing account
name decryption flow: fetches encrypted transactions page-by-page,
decrypts `description`/`notes` client-side via Web Crypto API, sends
plaintext back and clears IVs
- Wire the hook into `AppSidebarLayout` so decryption runs automatically
when the user unlocks their encryption key
- Once all transactions (and accounts) are decrypted, the encryption key
button in the header disappears automatically
## Test plan
- [x] 11 Pest tests covering encrypted/plaintext filtering, pagination,
user scoping, bulk update, authorization, validation, nullable notes,
guest access, and no-model-events behavior
- [x] Manual: create encrypted transactions, unlock encryption key,
verify transactions get decrypted and the key button disappears
## Summary
- Store account names in plaintext instead of encrypting them
client-side. Encryption remains only for transaction descriptions and
notes.
- Existing encrypted account names are silently migrated when the user
unlocks their encryption key, via a new `useDecryptAccountNames` hook
that calls API endpoints to update each account.
- New `AccountName` component handles rendering both encrypted (legacy)
and plaintext accounts across the app.
## Test plan
- [x] Create a new account — name should be stored in plaintext
(`encrypted = false`, `name_iv = null`)
- [x] Unlock encryption key with existing encrypted accounts — they
should auto-migrate silently
- [x] After migration, verify accounts show `encrypted = false` in DB
and names are readable plaintext
- [x] Edit a migrated account — should work without encryption
- [x] Verify all account name displays work across dashboard, account
details, transactions, settings
## Summary
- Replace `subMonths()` with `subMonthsNoOverflow()` across controllers,
commands, and tests to prevent date overflow on months with 31 days
- On Jan 31, `subMonths(2)` overflows: Nov 31 doesn't exist → Carbon
rolls forward to Dec 1, producing wrong date ranges and off-by-one month
counts
## Root cause
Carbon's `subMonths()` allows day overflow. When the target month has
fewer days than the source date, it rolls into the next month. For
example:
- `2026-01-31 subMonths(2)` → Nov 31 → **2025-12-01** (expected Nov 30)
- `2026-01-31 subMonths(11)` → Feb 31 → **2025-03-03** (expected Feb 28)
`subMonthsNoOverflow()` clamps to the last valid day of the target month
instead.
## Files changed
- `app/Http/Controllers/Api/CashflowAnalyticsController.php` — cashflow
trend start date calculation
- `app/Console/Commands/ResetDemoAccountCommand.php` — balance history
date generation (was causing duplicate `balance_date` entries)
- `tests/Feature/AccountControllerTest.php` — balance evolution `from`
param
- `tests/Feature/CashflowAnalyticsTest.php` — transaction date
generation in loop
- `tests/Feature/DashboardAnalyticsTest.php` — net worth evolution
`from` param
## Test plan
- [x] `account balance evolution returns data` — expects 3 months, was
getting 2
- [x] `cashflow trend returns monthly data` — expects 3 months, was
getting 2
- [x] `cashflow trend defaults to 12 months` — expects 12 months, was
getting 11
- [x] `net worth evolution returns monthly data points` — expects 3
months, was getting 2
- [x] `demo:reset creates demo user` — was throwing
UniqueConstraintViolation on duplicate balance dates
## Summary
- Fixes automation rules not applying labels when creating transactions
manually or via CSV import
- Eager-loads the `labels` relationship on automation rules in both
`TransactionController` and `HandleInertiaRequests`
- Syncs `label_ids` on the transaction `store` endpoint (was accepted
but never persisted)
- Passes `automationRules` prop through the full component chain:
`index.tsx` → `TransactionActionsMenu` → `ImportTransactionsDrawer`, and
`index.tsx` → `EditTransactionDialog`
- Passes `automationRules` as the missing 5th argument to
`reEvaluateAll()`
Closes#61
## Test plan
- [x] Existing feature tests pass (`php artisan test
--filter=Transaction`, `--filter=AutomationRule`)
- [x] Pint, ESLint, and Prettier all pass
- [x] Manually verify: create a transaction matching an automation rule
with labels → labels are applied
- [x] Manually verify: import CSV with transactions matching rules with
labels → labels are applied
- [x] Manually verify: "Re-evaluate All" applies labels from matched
rules
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 new Cashflow page with income/expense analytics, Sankey chart
visualization, and trend analysis
- Add Cashflow summary widget to the dashboard
- Implement feature flag system using Laravel Pennant to control feature
visibility per user
- Add artisan commands to enable/disable features: `php artisan
feature:enable/disable [feature] [email|all]`
## New Features
- **Cashflow Page**: Period-based income/expense breakdown with category
analysis
- **Sankey Chart**: Visual flow diagram showing money movement between
categories
- **Trend Chart**: 12-month historical cashflow visualization
- **Dashboard Widget**: Quick cashflow summary card
- **Feature Flags**: Cashflow feature hidden behind feature flag,
controllable per-user
## How to enable it
This feature it's under a feature flag until we are sure it's working
fine. If you want to test it, [send us a message on the general channel
in our discord](https://discord.gg/9UQWZECDDv). If you're self hosting
just run `php artisan feature:enable CashflowFeature {your_email}`.
## New Cashflow Page
<img width="1278" height="1185" alt="image"
src="https://github.com/user-attachments/assets/83469f24-9f96-4e5f-bef9-86c076d31243"
/>
<img width="1274" height="1035" alt="image"
src="https://github.com/user-attachments/assets/8949ff9d-c370-4fc4-81c6-268307c587a5"
/>
## New Dashboard Widget
<img width="1180" height="289" alt="image"
src="https://github.com/user-attachments/assets/ad984a66-9ffd-4079-85ce-0b2d28278d76"
/>
<img width="1179" height="286" alt="image"
src="https://github.com/user-attachments/assets/bff60286-8ea2-4e9c-8fa6-22755566648f"
/>
* 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
- 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
Víctor Falcón