Commit Graph

12 Commits

Author SHA1 Message Date
Víctor Falcón ed737db7b2
feat(cashflow): add savings and period views (#424)
## Summary
- add savings and investment category types and migrate default EN/ES
categories
- show saved and invested amounts on cashflow summary
- add month, quarter, and year cashflow period views

## Validation
- vendor/bin/pint --dirty --format agent
- php -l changed PHP files
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
--filter='migration updates existing default saving and investment
categories'
- npm run test -- --run resources/js/lib/chart-calculations.test.ts

## Notes
<img width="1245" height="464" alt="image"
src="https://github.com/user-attachments/assets/7456e018-fb16-4387-8989-aa0b104a42d0"
/>

- Broadened migration after read-only prod check found legacy default
categories still using expense/hidden.
2026-05-25 16:41:00 +02:00
Víctor Falcón cd2462d451
Fix default category creation N+1 (#347)
## Summary
- replace default category firstOrCreate loop with one lookup plus bulk
insert
- add regression coverage for repeated category lookups

Fixes PHP-LARAVEL-19

## Tests
- vendor/bin/pint --dirty --format agent
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
--filter='default categories'
2026-05-04 13:22:55 +01:00
Víctor Falcón 272dac14b8
feat(cashflow): track transfer categories in trends (#236)
## Summary
- add a transfer-only cashflow reporting setting so categories like
investments can appear in the monthly cashflow trend without counting as
income or expense
- extend the cashflow trend API and chart to show tracked transfer
inflows and outflows while keeping summary cards and sankey accounting
unchanged
- expose the new setting in category management and add feature coverage
for tracked transfer analytics and category persistence

## Screenshots
<img width="808" height="164" alt="image"
src="https://github.com/user-attachments/assets/336d27d4-eacb-4a40-ba60-ecee84d65340"
/>
<img width="1098" height="474" alt="image"
src="https://github.com/user-attachments/assets/ca98883a-525d-4f71-aa2f-e8d6083e4564"
/>
<img width="1114" height="713" alt="image"
src="https://github.com/user-attachments/assets/353461b6-e5c0-42cb-a6ed-87629d7b4575"
/>
2026-03-18 14:02:47 +00:00
Víctor Falcón 77b225d747
feat(categories): add Self-Employment Income income category (#164)
## 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
2026-02-28 18:04:21 +00:00
Víctor Falcón 70b603e901
feat: Spanish localization (#74)
## Pending
- [x] Translate landing page
- [x] Dashboard
- [x] Accounts list page
- [x] Account page
- [x] Cashflow
- [x] Budgets
- [x] Transactions
- [x] Settings

## Screenshots
<img width="1210" height="969" alt="image"
src="https://github.com/user-attachments/assets/c7935e5c-488d-4941-8f19-8834e5668257"
/>
<img width="1211" height="972" alt="image"
src="https://github.com/user-attachments/assets/e94e1daf-233a-4a49-aa65-5678c772d178"
/>
2026-02-08 11:58:08 +01:00
Víctor Falcón baa77a248b
Add category type field support (#2)
* Add category type field support

- Remove default value from type column in migration
- Add type validation to StoreCategoryRequest and UpdateCategoryRequest
- Include type field in CategoryController index response
- Assign proper types to all default categories (income/expense/transfer)
- Update CategoryFactory to include type field
- Add type field to TypeScript Category interface
- Add type select field to create and edit category dialogs
- Update all category tests to include type field
- Add new tests for type field validation

All tests passing (27 category-related tests)

* Add CategoryColor enum and update validation rules

* Remove unused AccountType enum class

* Add category type column to settings page

* Remove obsolete import screenshots, add new category edit screenshot

* feat(ui): add transfer type description alerts

* feat(tests): Add .gitignore and update CategoriesTest.php for Browser tests

* fix: update transfer category UI and test

* chore: update .gitignore to include Screenshots directory

* Change category type from income to expense
2025-12-01 20:19:47 +01:00
Víctor Falcón 050963d3f6 Refactor: Optimize category management in CreateDefaultCategories and ResetUserCategories
This commit message follows the specified format and provides a concise description of the changes made in the code diff. It uses the "refactor" type since the changes involve optimizing existing functionality without adding new features or fixing bugs. The message is under 72 characters as required.
2025-12-01 15:37:53 +01:00
Víctor Falcón ac95fed57d Add unique constraint to categories table and update factory data 2025-12-01 11:19:16 +01:00
Víctor Falcón 73d847f38b feat(category): Update default categories list and sorting logic 2025-11-14 15:28:44 +01:00
Víctor Falcón e937a8647d feat(automation): Add re-evaluate all transactions functionality 2025-11-14 14:18:43 +01:00
Víctor Falcón 2c696aa88a Update default categories 2025-11-11 18:10:32 +00:00
Víctor Falcón 689666e0f5 Categories 2025-11-07 17:38:57 +00:00