## 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