## Sentry
- Issue: PHP-LARAVEL-1V
- URL: https://whisper-money.sentry.io/issues/PHP-LARAVEL-1V
## Root cause
`ExchangeRateService::getRates()` skipped the database lookup after
`preloadRates()` marked a miss, then used `create()` to cache fetched
rates. If another request inserted the same `base_currency` + `date`
meanwhile, the unique index threw a duplicate-key exception.
## Fix
Use atomic Eloquent `upsert()` for exchange-rate cache writes so
concurrent requests converge on one row. Added regression coverage for
the preload-miss race path.
## Verification
- `php artisan test --compact tests/Feature/ExchangeRateServiceTest.php`
- `vendor/bin/pint --dirty --format agent`
- `php artisan test --compact --filter="getRates tolerates another
request storing rates after preload miss"`
Continues the work merged in #341 with two focused commits.
## Baseline vs result (real numbers from runs on this PR)
| Job | Before (last run on #341) | After | Notes |
|---|---|---|---|
| build-assets | 70s (gates 3 jobs) | 74s | unchanged |
| tests | 215s | 243s | now starts at t=0 (no gate) |
| performance-tests | 72s | 64s | now starts at t=0 (no gate) |
| browser-tests longest shard | 341s | 323s | -18s |
| linter | 61s | 63s | same |
| static-analysis | 29s | 23s | -6s |
| **Wall (critical path)** | **~7m** | **~6.6m** | **-25s on the
critical path** |
The critical path is still `build-assets → browser-tests-matrix`. Real
wall-time wins for that path require either smarter shard balancing or a
Playwright Docker container — both deliberately deferred (see below).
## Tier 1 — wall-time wins (commit 1)
- **Pest:** `withoutVite()` is now applied globally in the `Feature` and
`Performance` suites via `pest()->beforeEach(...)->in(...)`. Those
suites never assert on the JS bundle, so they no longer need a compiled
Vite manifest.
- **Drop `needs: build-assets`** from `tests` and `performance-tests`.
Both now start at t=0 instead of waiting ~70s for the artifact. Browser
tests still gate on it (real Playwright session needs the manifest).
- **Playwright:** install only `chromium` (no firefox/webkit) since
that's all pest-plugin-browser uses. Saves ~15s of system-dep install
per shard.
- **Drop `actions/setup-node`** from browser-tests-matrix;
`oven-sh/setup-bun` already provides node for `npx playwright`.
I also tried bumping browser shards 4 → 6 but reverted (commit 3):
pest-plugin-browser's `--shard=N/M` distributes very unevenly at M=6 in
this codebase — shard 6 ended up running the entire 106-test suite
(13m26s) while other shards ran 23 tests each. Reverted to 4 shards for
predictable balance. Better balancing needs a test-time-aware split
(follow-up).
## Tier 2 — caching + setup dedup (commit 2)
- New composite actions:
- `.github/actions/setup-php-deps`: PHP + composer cache + `vendor/`
cache. On a `vendor/` cache hit, `composer install` is skipped entirely.
- `.github/actions/setup-bun-deps`: Bun + bun cache + `node_modules/`
cache. On a hit, `bun install` is skipped entirely.
- All 6 jobs refactored to use the composite actions. Removes ~150 lines
of duplicated YAML.
- **Bug fix: Pint cache key** dropped `${{ github.sha }}` from the
primary key so it actually reuses across runs (was effectively 0%
reuse).
## Deliberately not included
- **Pest `--parallel`**: paratest's per-process DB suffix conflicts with
Testcontainers user grants (see revert in 82e9a77 on the parent branch).
Worth revisiting in a follow-up that either widens grants or overrides
`ParallelTesting::setUpProcess`.
- **Playwright Docker container** (`mcr.microsoft.com/playwright`):
would eliminate the 34s system-deps install entirely but couples PHP
setup to a custom container; risky for one PR.
- **Test-time-aware browser shard split**: only real way to actually
shrink the critical path further given pest-plugin-browser's current
sharding behavior.
## Verification
- Final CI run on this PR is green (one flaky `Create Category` browser
timeout that passed on rerun — pre-existing flake unrelated to these
changes).
- `php artisan test --filter=InertiaSharedDataTest` and
`--filter=BudgetPeriodDateTest` pass with `public/build` deleted,
confirming the global `withoutVite()` covers feature tests that
previously rendered Inertia pages.
- All YAML files parse cleanly.
- `vendor/bin/pint --dirty` passes.
## Summary
- remove the Pennant-based `open-banking` flag and middleware gating so
open banking is always available for authenticated users
- simplify landing, onboarding, settings, and subscription flows to use
always-on open-banking behavior and remove stale frontend/shared flag
plumbing
- update open-banking tests and purge stored `open-banking` Pennant rows
## Testing
- `php artisan test --compact
tests/Feature/OpenBanking/InstitutionControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/BinanceControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/IndexaCapitalControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/BitpandaControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/AuthorizationControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/ConnectionControllerTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/AccountMappingTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/OpenBankingFeatureFlagTest.php`
- `php artisan test --compact
tests/Feature/OpenBanking/SyncRetryAndLoggingTest.php`
- `php artisan test --compact tests/Feature/SubscriptionTest.php`
- `php artisan test --compact
tests/Feature/WelcomeBanksOrderingTest.php`
- `vendor/bin/pint --dirty --format agent`
## Notes
- `php artisan pennant:purge open-banking` was run to remove stale
stored values
- `php artisan test --compact tests/Browser/OnboardingFlowTest.php`
still has one unrelated real-estate onboarding browser failure (`it
creates a real estate account during onboarding when feature is
enabled`)
## Why
### Problem
As new features are added, dashboard and settings pages have been
accumulating extra database queries — risking N+1 regressions and
degraded response times. There was no automated way to detect these
regressions before they reach production.
## What
### Changes
- **New `Performance` test suite** (`tests/Performance/`) with 25 tests
that enforce query count ceilings on every page and API endpoint
accessible from the sidebar
- `PageQueryCountTest.php` — 15 tests covering Dashboard, Accounts,
Transactions, Budgets, Cashflow, and all Settings pages, plus scaling
tests that prove query count stays constant as data volume grows
- `ApiQueryCountTest.php` — 10 tests covering all Dashboard and Cashflow
analytics API endpoints, plus scaling tests
- **Separate CI job** (`performance-tests`) that runs in parallel with
`tests` and `linter`, and gates both `build-image` and `deploy`
- **Excluded from the main `tests` job** to avoid running them twice
(`--exclude-testsuite=Performance`)
- Helper functions (`performanceSeedUser`, `countQueries`,
`assertMaxQueries`) added to `tests/Pest.php` for reuse
- `phpunit.xml` updated with the new `Performance` testsuite entry
### How it works
Each test seeds a user with realistic data (3 accounts, 30 transactions,
15 balances, 5 categories, 3 labels, 1 budget) and asserts the endpoint
executes **at most N queries**. Thresholds have a small buffer (~3
queries) above current counts — tight enough to catch N+1 regressions
(which add dozens of queries) but loose enough to not break on minor
legitimate changes. On failure, every executed SQL query is dumped for
easy debugging.
### Run locally
```bash
php artisan test --testsuite=Performance
```
## Verification
### Tests
All 25 performance tests pass. Existing Feature (633) and Unit (22)
suites unaffected.
## 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`)
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
Víctor Falcón