## Why
**Problem:** Bulk re-evaluation of transactions against smart rules was
broken because the code required an encryption key that no longer exists
in the app. Additionally, the rule builder UI had unnecessary complexity
(priority field, labels/tags, date/category/notes conditions) that added
cognitive load without value. Currency amounts were also always
formatted with US conventions regardless of the user's locale.
## What
**Automation rules – re-evaluation fix:**
- Remove encryption key requirement from `evaluateRules`,
`evaluateRulesForTransactions`, `evaluateRulesForNewTransaction`, and
`prepareTransactionData` (accept `CryptoKey | null`)
- Drop `isKeySet` guards from single-transaction and bulk re-evaluate
handlers in `transaction-list.tsx` and `transaction-actions-menu.tsx`
- Simplify `use-re-evaluate-all-transactions.tsx` to pass `null` as key
directly
**Automation rules – UI cleanup:**
- Hide priority field from create/edit dialogs (still sends `priority:
0` / `rule.priority` to satisfy backend validation)
- Remove labels/tags from create/edit dialogs, actions column, and table
display
- Remove `date`, `category`, and `notes` from rule condition field
options in `rule-builder-utils.ts`
- Add `opacity-30` to disabled X button when only one condition/group
remains
**Amount localization:**
- Replace hardcoded `'en-US'` with `useLocale()` in `AmountDisplay` so
symbol position and number format follow the user's locale (e.g.
`89.705,00 €` in Spanish)
## Verification
- 38/38 `AutomationRuleTest` + `AutomationRuleEvaluationTest` tests pass
- Re-evaluation works without an encryption key set
- Spanish locale users see `89.705,00 €` instead of `€89,705.00`
## 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`)
## 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
Víctor Falcón