whisper-money/tests/Feature
Víctor Falcón 094fb1b744
feat(real-estate): auto-calculate revaluation % and generate historical balances (#253)
## Summary

- **Auto-calculates Annual Revaluation %** (CAGR) on the frontend when
purchase price, purchase date, and current market value are all provided
— pre-fills the revaluation field while still allowing manual override
- **Generates historical monthly balance records** via linear
interpolation from purchase date to today when creating a real estate
account with complete purchase data
- New `RealEstateBalanceGeneratorService` handles balance generation
with dates on the 1st of each month (matching the existing
`ApplyRealEstateRevaluationCommand` convention)

## Changes

### Backend
- **`app/Services/RealEstateBalanceGeneratorService.php`** (new) —
Linear interpolation service that builds balance dates (purchase date,
1st of each intermediate month, today) and creates `AccountBalance`
records using `updateOrCreate`
- **`app/Http/Controllers/Settings/AccountController.php`** — Calls the
service after real estate detail creation when all three inputs are
present

### Frontend
- **`resources/js/components/accounts/account-form.tsx`** — Added CAGR
auto-calculation via `useEffect` with a `useRef` flag
(`isRevaluationManuallySet`) to avoid overwriting manual user input

### Tests
- **`tests/Feature/Services/RealEstateBalanceGeneratorServiceTest.php`**
(new) — 7 unit tests covering interpolation, edge cases (same-day
purchase, flat values, single month spans)
- **`tests/Feature/RealEstateTest.php`** — 6 new feature tests covering
historical balance generation through the controller (with/without
purchase data, same-day, flat values)

All 38 tests in `RealEstateTest.php` and all 7 service tests pass.
2026-04-15 12:18:33 +00:00
..
Api Remove encryption from bank account names (#104) 2026-02-09 14:15:26 +01:00
Auth fix: Disable email verification on dev/local 2026-02-07 17:52:53 +01:00
Commands feat: selective retry of failed lead email jobs (#286) 2026-04-15 08:00:29 +01:00
Console feat(cashflow): track transfer categories in trends (#236) 2026-03-18 14:02:47 +00:00
Jobs feat(real-estate): auto-calculate revaluation % and generate historical balances (#253) 2026-04-15 12:18:33 +00:00
Listeners feat(emails): co-founder language, welcome rewrite, and Spanish translations (#208) 2026-03-05 15:22:07 +01:00
Onboarding feat: (Onboarding) add categorization intro screen with benefit cards (#201) 2026-03-05 11:47:12 +01:00
OpenBanking feat: store invested_amount in user currency instead of account currency (#262) 2026-04-06 12:48:13 +02:00
Services feat(real-estate): auto-calculate revaluation % and generate historical balances (#253) 2026-04-15 12:18:33 +00:00
Settings feat(real-estate): auto-calculate revaluation % and generate historical balances (#253) 2026-04-15 12:18:33 +00:00
Sync refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
AccountBalanceControllerTest.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
AccountControllerTest.php feat(real-estate): auto-calculate revaluation % and generate historical balances (#253) 2026-04-15 12:18:33 +00:00
ApplyRealEstateRevaluationTest.php feat(accounts): add market value and annual revaluation to real estate accounts (#245) 2026-03-26 11:02:20 +01:00
AuthenticatedLayoutSafeAreaTest.php fix: keep iOS content below the notch (#280) 2026-04-13 13:59:05 +01:00
AutomationRuleEvaluationTest.php feat: Apply automation rules to bank-synced transactions (#112) 2026-02-12 14:20:55 +01:00
AutomationRuleTest.php chore: Simplify IndexedDB sync by moving to Inertia shared props (#63) 2026-01-19 19:15:26 +01:00
BackfillAccountIbansCommandTest.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
BalanceLookupTest.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
BudgetHistoricalAssignmentTest.php Remove budgets feature flag (#108) 2026-02-12 09:58:01 +01:00
BudgetPeriodDateTest.php Remove budgets feature flag (#108) 2026-02-12 09:58:01 +01:00
BudgetTest.php Fix net worth chart config UX and color scheme issues (#250) 2026-03-31 11:19:35 +01:00
BudgetTransactionServiceTest.php fix(budgets): handle refunds correctly in budget spending calculations (#152) 2026-02-24 21:12:36 +01:00
BulkUpdateTransactionsTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
CashflowAnalyticsTest.php fix(cashflow): net transfer categories in sankey (#257) 2026-04-01 14:48:38 +01:00
CurrencyConversionServiceTest.php feat(settings): centralize currency options and split profile/account support (#256) 2026-04-02 19:23:10 +02:00
DashboardAnalyticsTest.php feat: store invested_amount in user currency instead of account currency (#262) 2026-04-06 12:48:13 +02:00
DashboardTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
DecryptTransactionsTest.php feat: Decrypt encrypted transactions on key unlock (#123) 2026-02-16 10:37:43 +01:00
DeleteUserCommandTest.php test: Optimize tests performance 2026-01-17 19:20:23 +01:00
DemoAccountRestrictionsTest.php test: Optimize DemoAccountRestrictionsTest to run under 10s 2026-01-28 21:27:27 +01:00
EncryptionTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
ExampleTest.php Install Pest 2025-11-07 12:01:58 +00:00
ExchangeRateServiceTest.php feat: Add multi-currency conversion for net worth charts (#138) 2026-02-20 10:45:23 +01:00
IdorVulnerabilityTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
ImportDataTest.php fix: Apply automation rule labels on transaction creation and import (#79) 2026-01-27 11:11:29 +01:00
InertiaSharedDataTest.php feat(settings): centralize currency options and split profile/account support (#256) 2026-04-02 19:23:10 +02:00
LabelTest.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
LoanTest.php feat: link loans to existing properties (#275) 2026-04-13 09:51:13 +01:00
LocalizationTest.php feat(i18n): add localization test and fix missing Spanish translations (#174) 2026-03-01 12:32:39 +00:00
MailSenderTest.php feat: verify waitlist leads (#285) 2026-04-14 11:26:01 +01:00
PlaintextTransactionsTest.php Remove plaintext-transactions feature flag & E2E references (#116) 2026-02-13 11:10:21 +01:00
PopoverSafeAreaTest.php fix: keep iOS popovers below the notch (#282) 2026-04-13 15:19:56 +01:00
PwaTest.php fix: avoid iOS PWA status bar overlap (#281) 2026-04-13 14:38:48 +01:00
ReEvaluateTransactionRulesTest.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
RealEstateFeatureFlagTest.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
RealEstateTest.php feat(real-estate): auto-calculate revaluation % and generate historical balances (#253) 2026-04-15 12:18:33 +00:00
ResendLeadVerificationEmailsCommandTest.php feat: resend verification emails to unverified leads (#287) 2026-04-15 09:13:27 +01:00
ResendSyncCommandTest.php feat: Sync new users to Resend contacts (#85) 2026-01-28 21:25:58 +01:00
ResendSyncLeadsCommandTest.php feat: verify waitlist leads (#285) 2026-04-14 11:26:01 +01:00
SitemapTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
SubscriptionTest.php fix(billing): create Stripe customer before redirecting to billing portal (#206) 2026-03-05 11:58:04 +00:00
SyncBankingConnectionsCommandTest.php chore: Remove account-mapping feature flag (#252) 2026-04-01 12:09:22 +02:00
SyncStripePricesCommandTest.php feat(pricing): dynamic Stripe pricing with locale-aware formatting (#204) 2026-03-05 11:41:59 +00:00
TransactionFilterTest.php Move transaction filtering from client-side to server-side (#126) 2026-02-16 12:49:04 +01:00
TransactionTest.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
UserLeadTest.php feat: verify waitlist leads (#285) 2026-04-14 11:26:01 +01:00
WelcomeBanksOrderingTest.php feat(landing): open-banking feature section with conditional grid layout (#209) 2026-03-07 13:41:25 +00:00