whisper-money/tests/Feature
Víctor Falcón 22043ced29
fix(budgets): remove Custom period type to fix duplicate-key crash (#355)
## Why merge this

Production bug
**[PHP-LARAVEL-1B](https://whisper-money.sentry.io/issues/PHP-LARAVEL-1B)**
— `/budgets/{budget}` throws a 500 (`UniqueConstraintViolationException`
on `budget_periods_budget_id_start_date_unique`) for the affected user.
Page is unusable for them until fixed.

## Root cause

The Custom period type let users create budgets with arbitrary
`period_duration`. Combined with `calculatePeriodDates()`'s day-of-month
snap (`startDate->day(period_start_day)`), short durations produced
periods where `end_date == start_date == period_start_day`. On the next
visit after that day, regeneration computed a new period whose start
snapped backward to the same day → unique key collision.

Concrete trace from the Sentry event:

- Budget: `Seguro de Salud`, `period_type=custom, period_duration=1,
period_start_day=1`, created `2026-05-05`.
- Initial period created at budget creation: `start=2026-05-01,
end=2026-05-01` (already 4 days stale because Custom snapped
`now()=05-05` back to day 1, then `addDays(1).subDay()` produced same
date).
- Today `05-05` → `getCurrentPeriod()` returns null → `generatePeriod()`
snaps back to `05-01` again → `INSERT (budget_id, 05-01)` → 1062.

Verified in prod DB: this is the **only** budget in the entire database
with `period_type='custom'` and the only period row with `end_date <=
start_date`.

## Fix

Custom is the only period type that exposes this snap-back collision
(Monthly/Weekly/Biweekly all use a self-consistent advance). It also has
no defensible UX — every legitimate use case is covered by
Monthly/Weekly/Biweekly. So we remove it end-to-end:

- `BudgetPeriodType::Custom` enum case dropped.
- `BudgetPeriodService`: Custom branches removed from
`calculatePeriodDates()` and `calculateNextPeriodStartDate()`.
- `Budget` model: `period_duration` removed from `$fillable` and
`casts()`.
- `StoreBudgetRequest` / `UpdateBudgetRequest`: `period_duration` rule
removed.
- `BudgetController`: `period_duration` no longer passed in
store/update.
- Create + edit budget dialogs: Custom option and `period_duration`
input removed.
- `ResetDemoAccountCommand`: Custom switch case removed.
- `BudgetFactory`: `custom()` state and `period_duration` default
removed.
- `types/budget.ts`: `'custom'` removed from `BUDGET_PERIOD_TYPES` and
`Budget.period_duration` field dropped.
- Migration `2026_05_05_132023_convert_custom_budgets_to_monthly`:
rewrites any existing `custom` rows to `monthly` with
`period_duration=null, period_start_day=1` so the dropped enum case
can't crash on hydration.

Period generation logic for Monthly/Weekly/Biweekly is **unchanged**.

## Manual prod cleanup (separate, after merge)

The single buggy budget in prod will be deleted manually:

```sql
DELETE FROM budget_periods WHERE id = '019df7fd-6073-731b-9c08-f3723515292b';
DELETE FROM budgets WHERE id = '019df7fd-6071-7219-b190-ece22ccdb63f';
```

## Tests

`tests/Feature/BudgetPeriodServiceTest.php` covers Monthly + Weekly
advance and Monthly first-period generation. Existing
`BudgetPeriodDateTest` unaffected.

## Risk

- `period_duration` column kept in DB (nullable) to avoid data loss; no
migration needed.
- Migration ensures any environment with `period_type='custom'` rows is
converted before the enum case is removed, preventing hydration errors.
- No customers actively rely on Custom: prod query confirmed only the
single broken budget uses it, and that one is being deleted.

Fixes PHP-LARAVEL-1B
2026-05-05 16:07:16 +02:00
..
Api Remove encryption from bank account names (#104) 2026-02-09 14:15:26 +01:00
Auth Support soft-deleted users with reusable emails (#316) 2026-04-22 11:41:41 +01:00
Commands feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
Console Support soft-deleted users with reusable emails (#316) 2026-04-22 11:41:41 +01:00
Jobs feat(loans): backfill historical balances on loan creation (#322) 2026-04-24 13:09:34 +01:00
Listeners fix(budgets): make budget assignment idempotent (#303) 2026-04-18 18:39:00 +01:00
Mail feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
Onboarding feat: (Onboarding) add categorization intro screen with benefit cards (#201) 2026-03-05 11:47:12 +01:00
OpenBanking feat(banking): back off scheduler when EnableBanking returns 429 (#352) 2026-05-05 09:39:32 +02:00
Services feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
Settings Fix default category creation N+1 (#347) 2026-05-04 13:22:55 +01:00
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(accounts): show projection on real estate chart (#338) 2026-04-27 08:08:12 +01:00
ApplyRealEstateRevaluationTest.php fix(real-estate): compound annual revaluation monthly (#337) 2026-04-27 07:35:51 +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
BudgetPeriodServiceTest.php fix(budgets): remove Custom period type to fix duplicate-key crash (#355) 2026-05-05 16:07:16 +02:00
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): retry assignment deadlocks (#304) 2026-04-19 11:21:27 +01:00
BulkUpdateTransactionsTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
CancelFreeEnableBankingConnectionsCommandTest.php Cancel Enable Banking connections for free users (#289) 2026-04-15 16:23:03 +02:00
CashflowAnalyticsTest.php fix(cashflow): net transfer categories in sankey (#257) 2026-04-01 14:48:38 +01:00
CashflowPageTest.php fix: route new PWA guests to signup (#313) 2026-04-21 10:53:05 +01:00
CurrencyConversionServiceTest.php Fix missing historical currency rates (#344) 2026-05-04 11:26:45 +01:00
DashboardAnalyticsTest.php feat(accounts): show projection on real estate chart (#338) 2026-04-27 08:08:12 +01:00
DashboardTest.php fix: route new PWA guests to signup (#313) 2026-04-21 10:53:05 +01:00
DecryptTransactionsTest.php feat: Decrypt encrypted transactions on key unlock (#123) 2026-02-16 10:37:43 +01:00
DeleteUserCommandTest.php Support soft-deleted users with reusable emails (#316) 2026-04-22 11:41:41 +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
GenerateStripePromotionCodesCommandTest.php feat(stripe): add promo code generator (#311) 2026-04-20 18:15:28 +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 fix(user): persist detected timezones (#296) 2026-04-16 11:36:57 +01:00
LabelTest.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
LandingAuthOverrideTest.php feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +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 Cancel Enable Banking connections for free users (#289) 2026-04-15 16:23:03 +02:00
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
RealEstateAvailabilityTest.php refactor(real-estate): remove Pennant gating (#308) 2026-04-20 13:31:49 +01:00
RealEstateTest.php refactor(real-estate): remove Pennant gating (#308) 2026-04-20 13:31:49 +01:00
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 perf(resend): default sync-leads to last 24h window (#354) 2026-05-05 09:57:25 +01:00
SentryConfigTest.php ci: skip build and deploy when no code changes (#335) 2026-04-26 09:15:06 +01:00
SentryUserMiddlewareTest.php Add Sentry user context (#348) 2026-05-04 13:26:50 +01:00
SitemapTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
SubscriptionTest.php Fix Stripe checkout promotion code conflict (#345) 2026-05-04 12:31:04 +01:00
SyncBankingConnectionsCommandTest.php chore: Remove account-mapping feature flag (#252) 2026-04-01 12:09:22 +02:00
SyncStripePricesCommandTest.php fix(pricing): update final release prices (#288) 2026-04-15 14:49:02 +01:00
TransactionFilterTest.php Move transaction filtering from client-side to server-side (#126) 2026-02-16 12:49:04 +01:00
TransactionTest.php fix: route new PWA guests to signup (#313) 2026-04-21 10:53:05 +01:00
UserLeadTest.php feat: verify waitlist leads (#285) 2026-04-14 11:26:01 +01:00
WelcomeBanksOrderingTest.php feat(open-banking): remove feature flag gating (#297) 2026-04-17 10:20:05 +02:00