## Summary
- Always show a simplified Cashflow and charts explanation in the
category form
- Explain how each category type affects cashflow, income/spending
charts, top spending categories, savings, and investments
- For transfer categories, keep a cashflow chart visibility selector so
users can choose hidden/inflow/outflow
- Show savings and investment categories as outflows in the cashflow
chart and store default/new categories as outflow
- Add a new migration to update existing production savings/investment
categories to outflow
- Avoid user-facing Sankey terminology and update Spanish copy to use
dinero/saldo instead of efectivo
- Add missing Spanish translations and browser/feature coverage
## Tests
- php artisan test --compact tests/Feature/LocalizationTest.php
- php artisan test --compact
tests/Feature/Console/ResetUserCategoriesCommandTest.php
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
--filter="migration updates existing default saving and investment
categories|migration sets saving and investment categories to cashflow
outflow|users can create savings and investment categories|default
categories are created when user registers"
- php artisan test --compact tests/Feature/CashflowAnalyticsTest.php
--filter="sankey includes savings and investment categories on the
expense side|sankey includes outflow transfer categories on the expense
side"
- php artisan test --compact tests/Browser/CategoriesTest.php
--filter="explains savings and investment category cashflow impact in
the create dialog|can create a new transfer category with a cashflow
analytics direction"
- php artisan test --compact tests/Browser/CategoriesTest.php
- ./vendor/bin/pest --testsuite=Performance --filter="account show page
does not exceed query threshold"
- vendor/bin/pint --dirty --format agent
- npx prettier --write
resources/js/components/categories/category-cashflow-direction-fields.tsx
- npm run build (assets emitted; Sentry sourcemap upload reports local
SSL error)
## Video
- screenshots/category-create-cashflow-setting.webm
## Notes
- npm run types still fails on existing unrelated TypeScript errors.
## Why
### Problem
The default income categories lacked coverage for self-employed
individuals (freelancers, contractors, sole traders). Users in this
segment had no accurate category to classify their primary income
source.
## What
### Changes
- Added `Self-Employment Income` income category (icon: `Briefcase`,
color: `green`) to `CreateDefaultCategories::getBaseCategories()`
- Added Spanish translation `Ingresos por trabajo autónomo` to
`getSpanishTranslations()`
- Updated category count assertions in `CategoryTest` from 63 → 64
## Verification
### Tests
- `php artisan test --compact --filter="default categories"` — 2 tests,
7 assertions, all passing
Víctor Falcón