Commit Graph

273 Commits

Author SHA1 Message Date
Víctor Falcón c5df59c285 feat: add multiple chart view modes for net worth evolution (#37)
## Summary

- Add four view modes for net worth and account balance charts:
- **Stacked Accounts**: existing stacked bar chart showing balances by
account
  - **Line**: net worth line chart with linear/log scale toggle
  - **Change**: bar chart showing MoM%, YoY%, Rolling 12M changes
- **Waterfall**: bridge chart showing Start -> Change -> End transition

- Add Vitest for frontend unit testing with 52 tests covering all
calculation functions
- Proper sign handling for liabilities (credit cards and loans subtract
from net worth)
- Log scale disabled with warning when net worth includes zero or
negative values
- Shared components and logic between dashboard and account detail
charts

## New Files

- `vitest.config.ts` - Vitest configuration
- `resources/js/lib/chart-calculations.ts` - Pure computation functions
- `resources/js/lib/chart-calculations.test.ts` - 52 unit tests
- `resources/js/hooks/use-chart-views.ts` - Shared chart view state hook
- `resources/js/components/charts/` - Reusable chart components

## Test plan

- [x] Dashboard net worth chart shows view toggle and all four views
work
- [ ] Account detail page chart shows view toggle and three views work
(no stacked)
- [x] Line chart scale toggle works (log disabled with warning when
applicable)
- [x] Change chart series toggle (MoM, YoY, 12M EUR, 12M %) works
- [x] Waterfall chart month selector works
- [x] All 52 unit tests pass (`bun run test`)
- [x] Build succeeds (`bun run build`)
- [x] Dark mode styling correct
2025-12-30 07:22:19 +01:00
Víctor Falcón 3cbe0a7879 fix(sync): make transaction creation idempotent (#38)
## Summary
- When a transaction ID is provided during sync, check if it already
exists before creating
- If it exists, return the existing transaction with 200 status instead
of failing with duplicate key error
- Prevents duplicate transactions when sync retries occur due to network
issues

## Test plan
- [x] Attempt to create a transaction with a specific ID
- [x] Attempt to create another transaction with the same ID
- [x] Verify the second request returns the existing transaction instead
of an error
2025-12-30 07:22:19 +01:00
Víctor Falcón 6f42b91585 ui: add hasKeyboard prop to modals 2025-12-30 07:22:19 +01:00
Víctor Falcón a785a27554 ui(fix): add hasKeyboard prop to dialogs
This property move the modal to the top on mobile, so we left space
bellow for the keyboard. On desktop is vertically centered as it was
before.
2025-12-30 07:22:19 +01:00
Víctor Falcón a6c2914e58 ui(fix): use amount display for chart current balance 2025-12-30 07:22:19 +01:00
Víctor Falcón f8ec902d83 ui(fix): responsive design on account show page 2025-12-30 07:22:19 +01:00
Víctor Falcón 618a050535 ui(fix): disable svg focus outline 2025-12-30 07:22:19 +01:00
Víctor Falcón 7594805f96 Disable recharts outline 2025-12-30 07:22:19 +01:00
Víctor Falcón 5ddcfbee30 ui(fix): transaction filters on small screens 2025-12-30 07:22:19 +01:00
Víctor Falcón 2662c1f873 Add retry mechanism to email mailables and update supervisor config 2025-12-30 07:22:18 +01:00
Víctor Falcón 3d0d6c8bef feat(queue): Implement queueable email jobs with rate limiting 2025-12-30 07:22:18 +01:00
Víctor Falcón 1e9566a289 fix: use markdown to send user lead invitation mail 2025-12-30 07:22:18 +01:00
Víctor Falcón ba61cc1ef8 welcome-page: explain e2e encryption 2025-12-30 07:22:18 +01:00
Víctor Falcón b88df76ce9 command: send email to leads 2025-12-30 07:22:18 +01:00
Víctor Falcón fa63c49175 welcome-page: remove lead form 2025-12-30 07:22:18 +01:00
Víctor Falcón 6b0ce387d7 Reapply "swap horizon -> queue:work on mysql"
This reverts commit 43d615869c.
2025-12-30 07:22:18 +01:00
Víctor Falcón f8c4fb0def add best value to yearly price 2025-12-30 07:22:18 +01:00
Víctor Falcón c684695008 fix: rong schedule import 2025-12-30 07:22:18 +01:00
Víctor Falcón 5402e2ef2c pint 2025-12-30 07:22:18 +01:00
Víctor Falcón 520578c48a horizon: notify admin is env var is set 2025-12-30 07:22:18 +01:00
Víctor Falcón 1582ba8ccf horizon: takes snapshot every 5 min 2025-12-30 07:22:18 +01:00
Víctor Falcón 03880ca492 Revert "swap horizon -> queue:work on mysql"
This reverts commit 214ad684a8.
2025-12-30 07:22:18 +01:00
Víctor Falcón c79222870d swap horizon -> queue:work on mysql 2025-12-30 07:22:18 +01:00
Víctor Falcón 61160ee15e mail: whisper money logo on header 2025-12-30 07:22:18 +01:00
Víctor Falcón 53c124a01f chore(commands): unify command signatures 2025-12-30 07:22:18 +01:00
Víctor Falcón 735345f5b9 command: delete user 2025-12-30 07:22:18 +01:00
Víctor Falcón 89624db5e7 Test mail drip command 2025-12-30 07:22:18 +01:00
Víctor Falcón 0d1ae10a95 mails: header email 2025-12-30 07:22:18 +01:00
Víctor Falcón cdeed06ea5 production: remove redis config 2025-12-30 07:22:18 +01:00
Víctor Falcón da7d32771e Event listeners are autowired 2025-12-30 07:22:18 +01:00
Víctor Falcón 095f9ea94e Horizon: remove basic auth, add allowed emails list to env 2025-12-30 07:22:18 +01:00
Víctor Falcón 46c5b13739 feat: Implement drip email campaign system (#35)
## Summary

- Implement event-driven drip email campaign system for new user signups
- Add 5 targeted emails based on user journey (welcome, onboarding
reminder, promo code, import help, feedback)
- Configure Laravel Horizon with Redis queue for reliable job processing
- Track sent emails in `user_mail_logs` table to prevent duplicates

## Email Schedule

| Email | Timing | Condition |
|-------|--------|-----------|
| Welcome | 30 min after signup | All users |
| Onboarding Reminder | 1 day after signup | Not onboarded |
| Promo Code (FOUNDER) | 1 day after signup | Onboarded + has
transactions + not subscribed |
| Import Help | 1 day after signup | Onboarded + no transactions + not
subscribed |
| Feedback | 5 days after signup | Not subscribed |

## Architecture

```
User Registers → ScheduleDripEmailsListener
    ├─> SendWelcomeEmailJob (30 min delay)
    ├─> SendOnboardingReminderEmailJob (1 day delay)
    ├─> SendPromoCodeEmailJob (1 day delay)
    ├─> SendImportHelpEmailJob (1 day delay)
    └─> SendFeedbackEmailJob (5 days delay)
```

Each job checks conditions at execution time and either sends the email
+ logs it, or silently completes.

## Test plan

- [x] All 23 drip email tests pass
- [x] Migration creates `user_mail_logs` table
- [x] Jobs dispatch with correct delays
- [x] Emails only sent when conditions are met
- [x] Duplicate emails prevented via UserMailLog check
- [ ] Verify Horizon processes jobs in production
2025-12-30 07:22:18 +01:00
Víctor Falcón 3c22453fc6 feat: Configure Resend email integration (#34)
- Install symfony/resend-mailer package for Resend support
- Add RESEND_API_KEY to .env.example with documentation
- Create mail:test command to verify email configuration
- Users can now set MAIL_MAILER=resend in .env to use Resend
- Test command usage: php artisan mail:test email@example.com
2025-12-30 07:22:09 +01:00
Víctor Falcón d6ec9ff290 new onboarding funnel id 2025-12-16 13:39:47 +01:00
Víctor Falcón 4b88146383 funnel: transaction import wizard 2025-12-16 13:30:04 +01:00
Víctor Falcón 890593d967 fix: automated rules broken and now they work in batches 2025-12-16 12:01:38 +01:00
Víctor Falcón c3b1a8df4c Laravel boost: add instructions for claude 2025-12-16 11:53:38 +01:00
Víctor Falcón 2c223dfb65 Importing transactions: action notification to categorize them 2025-12-16 11:41:42 +01:00
Víctor Falcón 716e21b219 fix: toast on mobile 2025-12-16 11:31:02 +01:00
Víctor Falcón f8bea791e8
Bulk actions/select all (#33) 2025-12-15 17:59:58 +01:00
Víctor Falcón 045c7a5752 fix: bulk action bar style 2025-12-15 14:43:45 +01:00
Víctor Falcón c9e08766c1 Update automated rule timestamp when adding/removing a category or label 2025-12-15 14:30:35 +01:00
Víctor Falcón bf0c9ae989
fix: Automated rules with labels (#32) 2025-12-15 13:42:12 +01:00
Víctor Falcón bf69d4fd3b
Onboarding fix (#31) 2025-12-15 12:44:29 +01:00
Víctor Falcón fe5a55b1be
Automated rules labels (#30)
![Uploading image.png…]()
2025-12-15 12:11:55 +01:00
Víctor Falcón 4c26c7588d
Amount display format (#29) 2025-12-15 10:44:13 +01:00
Víctor Falcón ab61266955 Fix amount field formatting when pressing Enter
- Add onKeyDown handler to AmountInput component to format value when Enter is pressed
- Ensure amount is properly parsed before form submission regardless of submission method
- Add browser test to verify amount formatting on Enter key press
2025-12-15 08:47:11 +01:00
Víctor Falcón e813849e7b fix: app logo icon auto of the dashboard 2025-12-14 17:11:34 +01:00
Víctor Falcón 3bf734f5e7 Min width for account column 2025-12-14 17:03:03 +01:00
Víctor Falcón 8811afbad8
feat: Add privacy mode to hide monetary amounts (#28)
## Summary
This PR implements a global privacy mode feature that allows users to
hide all monetary amounts throughout the application.

## Changes
- **Created PrivacyModeContext**: New context provider with localStorage
persistence for privacy mode state
- **Created AmountDisplay component**: Centralized component for
displaying monetary amounts with blur effect when privacy mode is
enabled
- **Updated app logo logic**: Logo now shows birdhouse icon when privacy
mode is enabled or encryption key is not set
- **Added privacy mode toggle**: New toggle in user menu to
enable/disable privacy mode
- **Replaced inline amount formatting**: All monetary amounts now use
the AmountDisplay component
- **Updated trend indicators**: AmountTrendIndicator and
PercentageTrendIndicator now use AmountDisplay
- **Added animated transitions**: Smooth transitions when toggling
privacy mode

## Features
- Privacy mode state persists across sessions (localStorage)
- Amounts display as `$•••.••` with blur effect when privacy mode is
enabled
- Animated transitions (300ms) when toggling privacy mode
- App logo changes to birdhouse when privacy mode is on
- Toggle accessible from user menu at the top

## Testing
- Tested privacy mode toggle functionality
- Verified amounts are hidden/shown correctly across all pages
- Confirmed logo animation works properly
- Verified localStorage persistence

## Screenshots
Privacy mode can be toggled from the user menu, and all amounts
throughout the application will be hidden with a blur effect.
2025-12-14 16:03:02 +01:00