Commit Graph

8 Commits

Author SHA1 Message Date
Víctor Falcón fe692e37c3
refactor(requests): share category cashflow direction resolution (#479)
## What

`StoreCategoryRequest` and `UpdateCategoryRequest` had identical 24-line
`prepareForValidation()` deriving `cashflow_direction` from category
type.

Moved to `app/Http/Requests/Concerns/ResolvesCategoryCashflowDirection`
trait.

## Stats

- **-48 / +43 lines** (net small, removes a whole duplicated logic block
that must stay in sync)

## Checks

- `php artisan test --filter=Categor` — 104 passed (565 assertions)
- `vendor/bin/pint --dirty` — pass

Part of duplication-removal series (#475–#478).
2026-06-03 17:39:40 +02:00
Víctor Falcón 5119528149
fix(categories): expose cashflow setting on create (#448)
## Summary
- Always show a simplified Cashflow and charts explanation in the
category form
- Explain how each category type affects cashflow, income/spending
charts, top spending categories, savings, and investments
- For transfer categories, keep a cashflow chart visibility selector so
users can choose hidden/inflow/outflow
- Show savings and investment categories as outflows in the cashflow
chart and store default/new categories as outflow
- Add a new migration to update existing production savings/investment
categories to outflow
- Avoid user-facing Sankey terminology and update Spanish copy to use
dinero/saldo instead of efectivo
- Add missing Spanish translations and browser/feature coverage

## Tests
- php artisan test --compact tests/Feature/LocalizationTest.php
- php artisan test --compact
tests/Feature/Console/ResetUserCategoriesCommandTest.php
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
--filter="migration updates existing default saving and investment
categories|migration sets saving and investment categories to cashflow
outflow|users can create savings and investment categories|default
categories are created when user registers"
- php artisan test --compact tests/Feature/CashflowAnalyticsTest.php
--filter="sankey includes savings and investment categories on the
expense side|sankey includes outflow transfer categories on the expense
side"
- php artisan test --compact tests/Browser/CategoriesTest.php
--filter="explains savings and investment category cashflow impact in
the create dialog|can create a new transfer category with a cashflow
analytics direction"
- php artisan test --compact tests/Browser/CategoriesTest.php
- ./vendor/bin/pest --testsuite=Performance --filter="account show page
does not exceed query threshold"
- vendor/bin/pint --dirty --format agent
- npx prettier --write
resources/js/components/categories/category-cashflow-direction-fields.tsx
- npm run build (assets emitted; Sentry sourcemap upload reports local
SSL error)

## Video
- screenshots/category-create-cashflow-setting.webm

## Notes
- npm run types still fails on existing unrelated TypeScript errors.
2026-05-29 11:05:04 +02:00
Víctor Falcón 2fa822e6d9
fix(categories): allow recreate after delete (#444)
## Summary
- allow users to recreate category names after soft delete
- update category unique validation to ignore trashed rows
- add active-row unique index for category names

## Tests
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
2026-05-28 09:46:02 +02:00
Víctor Falcón e3c2d2fd82
Fix duplicate category name validation (#364)
## Summary
- validate category names against the existing per-user unique index
- return validation errors for create/update duplicate races instead of
500s
- cover create, update, soft-delete, cross-user, and DB race cases

Fixes PHP-LARAVEL-1E
Fixes PHP-LARAVEL-1F

## Tests
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
- vendor/bin/pint --dirty --format agent
- git diff --check
2026-05-07 12:55:35 +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 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 2c696aa88a Update default categories 2025-11-11 18:10:32 +00:00
Víctor Falcón 689666e0f5 Categories 2025-11-07 17:38:57 +00:00