## Summary
- add instruction to watch PR checks after PR creation
- include fail-fast command example for CI monitoring
## Testing
- not run (AGENTS.md change only)
## Summary
- redirect guest access to protected routes based on returning-user
cookie
- send new PWA guests to registration and returning guests to login
- persist returning-user cookie after register, login, and 2FA login
- keep explicit login links working via `force=1`
## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/Auth/AuthenticationTest.php
tests/Feature/DashboardTest.php tests/Feature/Auth/RegistrationTest.php
## Summary
- add signed landing links that unlock auth buttons while
HIDE_AUTH_BUTTONS is enabled
- persist the unlock in a secure cookie so desktop and installed PWA
users can still sign up
- add artisan command to generate signed landing auth links and test
coverage for the flow
## Testing
- php artisan test --compact tests/Feature/LandingAuthOverrideTest.php
tests/Feature/Console/GenerateLandingAuthLinkCommandTest.php
tests/Feature/Auth/RegistrationTest.php
- php artisan test --compact tests/Feature/WelcomeBanksOrderingTest.php
tests/Feature/SubscriptionTest.php
- vendor/bin/pint --dirty --format agent
## Summary
- add artisan command to generate N Stripe promotion codes
- default coupon to 0E5fAsXG and enforce single redemption
- add feature test coverage for success and validation
## Testing
- php artisan test --compact
tests/Feature/GenerateStripePromotionCodesCommandTest.php
- vendor/bin/pint --dirty --format agent
## Summary
- save the first-sync email cutoff after the initial import finishes so
onboarding transactions are not counted as later sync activity
- add a regression test that reproduces onboarding imports and verifies
the daily sync email stays silent afterward
## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
- vendor/bin/pint --dirty --format agent
## Summary
- make the `deploy` job wait for `build-image` so Sentry release
creation finishes before deploy tracking runs
- keep the Sentry deploy marker on the same release name while removing
the race that caused `Release not found`
- add a focused regression test that asserts the workflow keeps this
dependency in place
## Testing
- php artisan test --compact tests/Feature/SentryConfigTest.php
## Summary
- remove the `real-estate` Pennant flag definition, request gating,
local auto-activation middleware, and frontend shared flag plumbing
- make real-estate account creation and onboarding availability the
default path for all users
- update feature and browser tests to cover default availability instead
of flag enable/disable behavior
## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/RealEstateTest.php
- php artisan test --compact
tests/Feature/RealEstateAvailabilityTest.php
- php artisan test --compact tests/Browser/RealEstateAccountTest.php
- php artisan test --compact tests/Browser/OnboardingFlowTest.php
- php artisan test --compact --filter=\"can create a real estate account
linked to an existing loan\" tests/Browser/BankAccountsTest.php
## Notes
- `npm run build` completed the client build, but the Sentry sourcemap
upload step failed with an SSL/TLS error from the configured plugin
- deploy follow-up: run `php artisan pennant:purge real-estate` to
remove stale stored flag values
## Summary
- allow `/register?force=1` to bypass the hidden-auth redirect and
render the registration page
- preserve the `force=1` query on form submit so hidden signup still
works end-to-end
- enforce hidden-signup blocking in the Fortify user creation path and
cover the forced/unforced flows with tests
## Summary
- avoid sending bank transaction synced emails during 23:00-08:00 in the
user's local timezone by re-releasing the job until the next local 08:00
- deduplicate the daily bank transaction email by the user's local date
instead of the UTC date
- add feature coverage for quiet hours, first allowed local send time,
and local-day deduplication
## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
- vendor/bin/pint --dirty --format agent
## Notes
- existing 6-hour sync slots still leave at least one valid send slot
for every timezone
## Summary
- add concise caveman-mode communication rules at top of `AGENTS.md`
- keep existing agent guidance intact while making terse-response
behavior explicit
## Summary
- lock the transaction row before reconciling `budget_transactions` so
concurrent assignment work serializes per transaction
- retry the assignment transaction on deadlocks using Laravel's built-in
transaction attempts
- add regression coverage that asserts the deadlock retry path remains
configured for `PHP-LARAVEL-D`
## Testing
- php artisan test --compact
tests/Feature/BudgetTransactionServiceTest.php
tests/Feature/Listeners/AssignTransactionToBudgetTest.php
## Summary
- replace wipe-and-reinsert budget assignment with idempotent
reconciliation in `BudgetTransactionService`
- keep the fix scoped to the service layer instead of relying on queued
listener uniqueness or event metadata
- add regression coverage for duplicate reruns, stale assignment
cleanup, historical reruns, and label-only listener updates
## Testing
- php artisan test --compact
tests/Feature/BudgetTransactionServiceTest.php
tests/Feature/Listeners/AssignTransactionToBudgetTest.php
tests/Feature/TransactionTest.php
tests/Feature/BulkUpdateTransactionsTest.php
## Summary
- Fixes
[PHP-LARAVEL-9](https://whisper-money.sentry.io/issues/PHP-LARAVEL-9):
`ReferenceError: window is not defined` during Inertia SSR of
`CashflowPage`.
- `CashflowController` now reads + validates the `period` query param
(`YYYY-MM`) and passes it as an Inertia prop.
- Client `useState` initializer reads from `usePage().props.period`
instead of `window.location.search`, making SSR safe and avoiding
hydration mismatch.
- `useEffect` URL sync now compares against the prop, not
`window.location.search`.
## Why (c) not a `typeof window` guard
Server-provided params avoid hydration mismatch and keep URL as single
source of truth.
## Tests
New `tests/Feature/CashflowPageTest.php`:
- guest redirect
- no query param → `period` prop `null`
- valid `?period=2025-03` → prop `'2025-03'`
- invalid value → `null`
- malformed format (`2025-3`) → `null`
All 5 pass (50 assertions).
## Scope
Cashflow only. Other pages with similar `window.location.search` in
`useState` initializers (`onboarding/index.tsx`, `welcome.tsx`,
`auth/login.tsx`) left for follow-up.
Fixes PHP-LARAVEL-9
## Summary
- `demo:reset` was looking up the `ING` bank, but it was renamed to `ING
Direct` in production.
- The miss fell through to `Bank::factory()->create(...)`, which fails
in prod because Faker's `fake()` helper isn't available (dev-only
autoload).
## Fix
Update the name lookup in `ResetDemoAccountCommand` to `ING Direct`.
## Sentry
- Fixes PHP-LARAVEL-7 (root cause)
- Fixes PHP-LARAVEL-4 (scheduler wrapper)
## Summary
- remove the Pennant-based `open-banking` flag and middleware gating so
open banking is always available for authenticated users
- simplify landing, onboarding, settings, and subscription flows to use
always-on open-banking behavior and remove stale frontend/shared flag
plumbing
- update open-banking tests and purge stored `open-banking` Pennant rows
## Testing
- `php artisan test --compact
tests/Feature/OpenBanking/InstitutionControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/BinanceControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/IndexaCapitalControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/BitpandaControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/AuthorizationControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/ConnectionControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/AccountMappingTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/OpenBankingFeatureFlagTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/SyncRetryAndLoggingTest.php`
- `php artisan test --compact tests/Feature/SubscriptionTest.php`
- `php artisan test --compact
tests/Feature/WelcomeBanksOrderingTest.php`
- `vendor/bin/pint --dirty --format agent`
## Notes
- `php artisan pennant:purge open-banking` was run to remove stale
stored values
- `php artisan test --compact tests/Browser/OnboardingFlowTest.php`
still has one unrelated real-estate onboarding browser failure (`it
creates a real estate account during onboarding when feature is
enabled`)
## Summary
- store browser-detected IANA timezones on users during registration and
share the value to the frontend
- silently backfill missing timezones for authenticated users without
overwriting existing saved values
- add focused feature coverage for registration, shared props, and the
timezone backfill endpoint
## Testing
- php artisan test --compact tests/Feature/Auth/RegistrationTest.php
tests/Feature/InertiaSharedDataTest.php
tests/Feature/Settings/TimezoneTest.php
- npm test -- resources/js/utils/currency.test.ts
## Summary
- add a per-connection cutoff timestamp so silent first/full sync
imports are excluded from later daily bank sync emails
- keep the existing one-email-per-day user cap while still reporting
transactions created after the silent sync cutoff
- add regression coverage for silent first sync, full sync, and
post-cutoff reporting behavior
## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
- vendor/bin/pint --dirty --format agent
## Summary
- create and finalize Sentry releases in CI using
`whisper-money@<git-sha>`
- bake the release into the production image so Laravel tags backend
events with the deployed version
- mark production deploys in Sentry and add a focused test covering the
release binding
## Testing
- php artisan test --compact tests/Feature/SentryConfigTest.php
## Summary
- remove the stale `horizon:snapshot` scheduled command that still runs
in production
- add a regression test to ensure scheduled commands do not include
Horizon snapshot
- keep production aligned with the current `queue:work` worker setup
## Summary
- sort bank names before building the daily synced-transactions email
payload
- make the queued mailable payload deterministic so the open banking job
test stops failing intermittently
- keep the email bank list order stable for users
## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
## Summary
- wire Laravel exception handling into Sentry via `bootstrap/app.php`
- add the `sentry_logs` logging channel and document production Sentry
env defaults
- keep local/example defaults disabled while enabling the production
example for logs, traces, and profiles
## Verification
- `vendor/bin/pint --dirty --format agent`
- `php artisan sentry:test` could not run locally after disabling the
local DSN, which is expected
- `php artisan test --compact tests/Feature/ExampleTest.php` currently
fails because the local Vite manifest is missing at
`public/build/manifest.json`
## Summary
- move bank transaction sync emails from per-connection inline sends to
a unique per-user daily job
- send at most one bank sync email per user per day while still
including all unreported enable-banking transactions since last reported
mail
- keep first-ever connection sync silent and add coverage for same-day
suppression and next-day catch-up emails
## Testing
- php artisan test --compact
tests/Feature/OpenBanking/SyncBankingConnectionJobTest.php
## Summary
- add month-end command to revoke old Enable Banking sessions for users
without a paid plan while keeping their linked accounts as manual
accounts
- extract banking disconnect flow into a reusable action so manual
disconnects and scheduled cleanup share same revoke and detach behavior
- add feature coverage for free-user cleanup, paid-user skips,
under-6-hour skips, non-Enable Banking skips, and revoke failure
fallback
## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact
tests/Feature/CancelFreeEnableBankingConnectionsCommandTest.php
tests/Feature/OpenBanking/ConnectionControllerTest.php
## Summary
- update subscription pricing to the final release amounts for monthly
and annual billing
- keep billing UI formatting aligned with the configured currency so
1.99 €/month displays correctly
- refresh subscription and Stripe sync tests to lock the new values in
place
## Summary
- **Auto-calculates Annual Revaluation %** (CAGR) on the frontend when
purchase price, purchase date, and current market value are all provided
— pre-fills the revaluation field while still allowing manual override
- **Generates historical monthly balance records** via linear
interpolation from purchase date to today when creating a real estate
account with complete purchase data
- New `RealEstateBalanceGeneratorService` handles balance generation
with dates on the 1st of each month (matching the existing
`ApplyRealEstateRevaluationCommand` convention)
## Changes
### Backend
- **`app/Services/RealEstateBalanceGeneratorService.php`** (new) —
Linear interpolation service that builds balance dates (purchase date,
1st of each intermediate month, today) and creates `AccountBalance`
records using `updateOrCreate`
- **`app/Http/Controllers/Settings/AccountController.php`** — Calls the
service after real estate detail creation when all three inputs are
present
### Frontend
- **`resources/js/components/accounts/account-form.tsx`** — Added CAGR
auto-calculation via `useEffect` with a `useRef` flag
(`isRevaluationManuallySet`) to avoid overwriting manual user input
### Tests
- **`tests/Feature/Services/RealEstateBalanceGeneratorServiceTest.php`**
(new) — 7 unit tests covering interpolation, edge cases (same-day
purchase, flat values, single month spans)
- **`tests/Feature/RealEstateTest.php`** — 6 new feature tests covering
historical balance generation through the controller (with/without
purchase data, same-day, flat values)
All 38 tests in `RealEstateTest.php` and all 7 service tests pass.
## Summary
- Adds `leads:resend-verification-emails` artisan command that
dispatches `VerifyUserLeadEmailNotification` to all leads where
`email_verified_at IS NULL`
- Supports `--dry-run` flag to preview the count without sending
- Follows the same pattern as `leads:retry-failed-jobs` (progress bar,
summary table)
## Test plan
- [ ] `--dry-run` shows correct count without dispatching
- [ ] Command dispatches exactly one notification per unverified lead
- [ ] Verified leads are skipped
- [ ] Early exit when no unverified leads exist
## Summary
- Adds `leads:retry-failed-jobs` artisan command to selectively retry
failed `emails`-queue jobs after a Resend rate-limit incident
- Retries jobs for verified leads and `VerifyUserLeadEmailNotification`
for unverified leads; forgets jobs for deleted leads (DDoS cleanup) or
unverified leads receiving waitlist emails
- Adds `deleteWhenMissingModels = true` to all lead mail/notification
classes so future jobs for deleted leads are silently discarded instead
of failing
## Usage
```bash
# Preview (no changes)
php artisan leads:retry-failed-jobs --dry-run
# Execute
php artisan leads:retry-failed-jobs
```
## Test plan
- [x] `leads:retry-failed-jobs` forgets jobs for deleted leads
- [x] `leads:retry-failed-jobs` retries jobs for verified leads
- [x] `leads:retry-failed-jobs` forgets waitlist jobs for unverified
leads
- [x] `leads:retry-failed-jobs` retries
`VerifyUserLeadEmailNotification` for unverified leads
- [x] `leads:retry-failed-jobs` handles mixed job types correctly
- [x] `--dry-run` does not modify `failed_jobs`
## Summary
- gate waitlist signup behind email confirmation so only verified leads
receive a queue position and referral code
- add signed lead verification routes, a check-email page, and a
dedicated verification email for the waitlist flow
- update lead syncing and feature tests so only verified leads are
exported to Resend and referral movement happens after verification
## Testing
- php artisan test --compact tests/Feature/UserLeadTest.php
- php artisan test --compact
tests/Feature/ResendSyncLeadsCommandTest.php
- php artisan test --compact tests/Feature/MailSenderTest.php
- vendor/bin/pint --dirty --format agent
## Summary
- remove the hardcoded Resend leads segment ID from tracked config
- keep `RESEND_LEADS_SEGMENT_ID` environment-driven for production use
- replace leaked test UUID references with a test-only placeholder
## Testing
- php artisan test --compact
tests/Feature/ResendSyncLeadsCommandTest.php
- vendor/bin/pint --dirty --format agent
## Summary
- add a `resend:sync-leads` command that syncs all `user_leads` into the
Resend leads segment
- make lead sync idempotent by creating contacts with the segment and
falling back to adding existing contacts to the segment
- schedule the command daily at `03:00` UTC and cover the
command/fallback behavior with Pest tests
## Testing
- php artisan test --compact
tests/Feature/ResendSyncLeadsCommandTest.php
## Summary
- add safe-area CSS variables for the viewport top and bottom insets
- apply safe-area-aware collision padding to the shared popover
primitive so iOS overlays stay below the notch
- add a focused regression test for the popover safe-area guard
## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/PopoverSafeAreaTest.php
## Summary
- switch the iOS standalone PWA status bar style from
`black-translucent` to `default`
- keep installed iOS app content below the status bar and notch area
- extend the PWA template test to guard against regressing to
translucent overlap
## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/PwaTest.php
## Summary
- move the top safe-area inset from the mobile header to the shared
authenticated content shell
- keep scrolling content on iOS sidebar pages from sliding under the
notch
- add a focused regression test for the shared layout safe-area
placement
## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact
tests/Feature/AuthenticatedLayoutSafeAreaTest.php
## Summary
- add browser coverage for manual credit card, investment, retirement,
and other account creation flows
- replace placeholder transaction search coverage with real filter
assertions and add edit/delete transaction browser tests
- keep the new coverage focused on the existing account and transaction
browser test files
## Testing
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Browser/BankAccountsTest.php
tests/Browser/TransactionsTest.php
## Summary
- add an optional linked property selector when creating loan accounts
in both the main create dialog and onboarding
- validate that only the current user's unlinked real-estate accounts
can be selected and persist the reciprocal link after loan creation
- expose linked property state in shared account props and cover the new
flow with focused loan feature tests
## Testing
- php artisan test --compact tests/Feature/LoanTest.php
- vendor/bin/pint --dirty --format agent
## Summary
- default the onboarding account setup choice to the connected Standard
option when open banking is available
- change the Standard onboarding card and connected-bank step accents
from blue to emerald for consistent plan styling
- update the onboarding browser test comment to reflect the new default
selection
## Verification
- `php artisan test --compact tests/Feature/SubscriptionTest.php`
- `php artisan test --compact tests/Browser/OnboardingFlowTest.php` *(3
unrelated existing failures in browser assertions)*
## Summary
- update the create account modal copy to explicitly mention loans and
property accounts
- clarify the manual option so users understand it also covers manually
created real-estate accounts
- update the browser test assertion to match the revised dialog copy
## Summary
- add real estate to the onboarding account type explainer and update
investment copy to mention crypto and cold wallets
- align onboarding manual account creation with the real-estate feature
flag and real-estate payload requirements
- cover the onboarding copy and real-estate creation flow with browser
tests
## Testing
- php artisan test --compact tests/Browser/OnboardingFlowTest.php
## Summary
- add a hamburger icon to the mobile settings dropdown trigger so it
reads more clearly as navigation
- reduce the mobile spacing between the settings subtitle and the
dropdown trigger
- keep the desktop settings sidebar unchanged
## Testing
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
## Summary
- add an Appearance shortcut to the user dropdown between Privacy mode
and Settings
- use the existing appearance route so users can jump straight to
`/settings/appearance`
- add a focused frontend test covering the new menu item and its order
## Summary
- default account charts to the user's currency when a currency toggle
is available
- reverse the account chart currency toggle order so the user currency
appears first
- add a focused frontend test covering the toggle order and selected
state
## Testing
- npm test -- chart-currency-toggle
## Summary
- keep two decimal places in net worth and account chart amounts instead
of rounding to whole units
- update shared chart tooltip, trend tooltip, and MoM tooltip currency
formatting so related chart values stay consistent
- add targeted formatter coverage for chart-style balances with decimals
## Testing
- npm test -- resources/js/utils/currency.test.ts
## Summary
- remove the bank search result cap so exact matches are no longer
pushed out of the response
- rank exact name matches first, then prefix matches, then broader
substring matches
- add feature coverage for search ranking, full result sets, and
user-specific visibility
## Summary
- update mail signatures to show Álvaro before Víctor across the Blade
mail templates
- add a focused mail test that guards the signature order so the old
ordering does not reappear
- verified with `php artisan test --compact
tests/Feature/MailSenderTest.php`
## Summary
- explicitly set the transaction sync mailable sender to the configured
default transactional address
- add a regression test so the transaction sync email cannot fall back
to an unintended sender
## Testing
- php artisan test --compact tests/Feature/MailSenderTest.php
Víctor Falcón