Commit Graph

9 Commits

Author SHA1 Message Date
Víctor Falcón 0388705c12
fix(transactions): fix toolbar overflow on mobile and shorten button label (#175)
## Why

### Problem
On iOS (and narrow mobile screens), the transactions toolbar overflows
the viewport — the Columns button is pushed off-screen because the
actions row does not wrap.

Additionally, the \"Add Transaction\" button label was too long for
small screens, contributing to the overflow.

## What

### Changes
<img width="388" height="374" alt="image"
src="https://github.com/user-attachments/assets/7962f21d-70b7-427b-b01b-a855b687452d"
/>
2026-03-01 17:57:59 +00:00
Víctor Falcón a53e2be57b
Remove encryption from browser tests and demo user (#129)
## Summary

- Removed all `setupEncryptionKey()` / `visitWithEncryptionKey()` calls
from browser tests — encryption key setup in localStorage is no longer
needed since new users don't have encryption
- Removed `encryption_salt` from `UserFactory::onboarded()` state and
`OnboardingFlowTest` user creation
- Removed `name_iv` from `Account::factory()` calls in
`BankAccountsTest`
- Deleted `DemoEncryptionService` and its unit test — demo command now
stores plaintext account names and transaction descriptions
- Removed `demoEncryptionKey` Inertia shared prop and `encryption_key`
from demo config
- Removed encryption helper methods from `TestCase.php` and global
`setupEncryptionKey()` from `Pest.php`

## Test plan

- [x] Run `php artisan test --exclude-testsuite=Browser` — all
non-browser tests pass
- [x] Run `php artisan test --testsuite=Browser` — browser tests pass
without encryption key setup
- [x] Run `php artisan demo:reset` — demo account created with plaintext
data
- [x] Verify existing encryption migration tests still pass
(`EncryptionTest`, `DecryptTransactionsTest`,
`PlaintextTransactionsTest`)
2026-02-17 11:45:27 +01:00
Víctor Falcón 9b6c30775f
Add Budgeting Feature to Track and Manage Spending (#36)
## Overview

We're excited to introduce budgeting capabilities to Whisper Money! This
feature helps you take control of your finances by setting spending
limits and tracking your progress over time.

## Screenshots
<img width="1316" height="793" alt="image"
src="https://github.com/user-attachments/assets/ac394d36-cded-4ea4-9883-120785e260f1"
/>
<img width="1315" height="907" alt="image"
src="https://github.com/user-attachments/assets/7c682474-5aa7-4388-b626-29b56f5ebbef"
/>
<img width="1315" height="992" alt="image"
src="https://github.com/user-attachments/assets/21eace45-23c6-472d-9aa0-0feb6db3fba4"
/>

## What's New

### Create Flexible Budgets
- Set budgets for specific categories or labels
- Choose from monthly, weekly, bi-weekly, or custom periods
- Set your own budget start date for better alignment with your pay
schedule

### Track Your Spending
- Visual spending charts show how much you've spent vs. your budget
- See at a glance which budgets are on track and which need attention
- View all transactions that count toward each budget

### Smart Budget Management
- **Carry Over**: Unused budget amounts automatically roll into the next
period
- **Reset**: Unused amounts return to your available money pool
- Edit or delete budgets anytime as your needs change

### Easy Access
- New Budgets section in the main navigation
- Quick overview cards showing budget status
- Detailed budget pages with spending history and transaction lists

## How It Works

1. Create a budget by selecting a category or label and setting your
spending limit
2. Your transactions are automatically matched to relevant budgets
3. Track your progress with visual charts and spending summaries
4. Adjust your budgets as needed to stay on track with your financial
goals

This feature is now available behind a feature flag and can be enabled
for users who want to start budgeting their expenses.
2026-01-21 15:25:50 +01:00
Víctor Falcón 0d76913e5d
test: Fix and improve Browser test suite (#62) 2026-01-19 10:04:25 +01:00
Víctor Falcón 46454f193f
Update balance with manually created transactions (#45)
<img width="1195" height="874" alt="image"
src="https://github.com/user-attachments/assets/1d2f5e10-dad5-4136-8f65-5e8a3e8b30c5"
/>
2025-12-30 07:55:34 +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 c433088806
User Onboarding Flow (#23)
## Summary

Implements a complete user onboarding flow that guides new users through
setting up their account after registration.

## Features

- **Step-by-step wizard UI** with progress indicator and smooth
animations
- **E2E Encryption setup** with password strength indicator and
explanation of how encryption works
- **Account creation** supporting all account types (checking, savings,
credit card, investment, pension)
- **Category customization** with explanation of category types
(expenses, income, transfer)
- **Smart rules explanation** covering why there is no AI
auto-categorization (privacy & E2EE)
- **Transaction/balance import** based on account type
- **Sync integration** to ensure data consistency with backend

## Flow Diagram

```mermaid
flowchart TD
    A[User Registration] --> B[Welcome]

    B --> E[Encryption Explained]
    
    E --> C{Has encryption key?}

    C -->|No|F[Encryption Setup]
    C -->|Yes|G{Has Existing Accounts?}
    G -->|Yes| H[Show Existing Accounts]
    G -->|No| I[Create First Account]
    
    H --> J[Continue]
    I --> K{Account Type?}
    
    K -->|Checking/Savings/Credit Card| L[Import Transactions]
    K -->|Investment/Pension| M[Import Balances]
    
    J --> N[Category Types Explanation]
    L --> N
    M --> N
    
    N --> O[Customize Categories]
    O --> P[Smart Rules Explanation]
    P --> Q[More Accounts?]
    
    Q -->|Add More| I
    Q -->|Finish| R[Complete]
    
    R --> S[Redirect to Dashboard]
    S --> T{Subscribed?}
    T -->|No| U[Subscribe Page]
    T -->|Yes| V[Dashboard]
```

## Technical Changes

### Backend
- Added `onboarded_at` field to users table with migration
- Created `EnsureOnboardingComplete` middleware for redirect logic
- Created `OnboardingController` with index and complete actions
- Custom `RegisterResponse` to redirect new users to onboarding
- Updated `AccountController::store` to return JSON for fetch requests

### Frontend
- `OnboardingLayout` - fullscreen layout with step progress
- `useOnboardingState` hook - manages step navigation and state
- 12 step components for each onboarding screen
- Backend sync after account creation and imports

### Tests
- Feature tests for onboarding middleware
- Updated existing tests to use `onboarded()` factory state
2025-12-12 13:06:08 +01:00
Víctor Falcón 8a0d27a9df
Execute browser tests on CI (#10) 2025-12-03 16:26:30 +01:00
Víctor Falcón 5cfe3c81a1 Better input field UX 2025-11-26 11:24:37 +01:00