whisper-money/tests/Feature
Víctor Falcón 299b8a56d8
feat: investment benefits — show gains/losses on investment accounts (#140)
## Why

Investment and retirement accounts show balance over time, but there's
no way to see how much money was actually put in versus how much is
current value. Users can't tell at a glance whether their investments
are up or down.

## What

Adds an "invested amount" tracking system across the full stack:

**Backend**
- New `invested_amount` column on `account_balances` (nullable
bigInteger, cents, per-date)
- Auto-sync from providers: Indexa Capital (instruments_cost +
cash_amount), Bitpanda (fiat deposit/withdrawal history), Binance
(90-day windowed deposit/withdrawal with crypto→fiat conversion)
- Manual input support via Update Balance dialog
- Historical invested amount data in all balance evolution APIs (net
worth, account detail)

**Frontend**
- Dashed line on sparkline charts (dashboard + accounts page) showing
per-point historical invested amount alongside balance
- Dashed line on account detail charts (daily AreaChart + monthly
ComposedChart)
- Tooltips with labeled rows: Balance, Invested, Gain/loss (color-coded)
- Invested amount column in balances history modal
- Invested amount field in balance import wizard (CSV mapping)
- Demo account seeder updated with invested amount data

## Screenshots
<img width="1301" height="750" alt="image"
src="https://github.com/user-attachments/assets/0f05ecd0-8b98-47b4-9fa4-027f0311e3bb"
/>
<img width="744" height="374" alt="image"
src="https://github.com/user-attachments/assets/c4daa816-dee0-4f94-957f-317a13bc80d5"
/>
<img width="1267" height="738" alt="image"
src="https://github.com/user-attachments/assets/21df350c-6954-4ff5-8b3c-b858df3a8b3a"
/>
<img width="1301" height="828" alt="image"
src="https://github.com/user-attachments/assets/16f5f021-a926-4e8e-a999-c4ca32d1ea3d"
/>
<img width="1274" height="845" alt="image"
src="https://github.com/user-attachments/assets/62f2dfc0-04f0-4bdb-b072-cf7cd1be77d3"
/>
2026-02-23 13:59:10 +01:00
..
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
Console Remove encryption from browser tests and demo user (#129) 2026-02-17 11:45:27 +01:00
Jobs/Drip Add subscription cancellation email with manual trigger command (#47) 2025-12-30 20:32:44 +01:00
Listeners chore: Sync users to Resend after email verification (#98) 2026-02-03 22:59:28 +01:00
Onboarding User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
OpenBanking feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
Settings Remove encryption from bank account names (#104) 2026-02-09 14:15:26 +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 test: Fix Carbon month overflow in date calculations (#87) 2026-02-01 11:33:09 +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
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 Remove budgets feature flag (#108) 2026-02-12 09:58:01 +01:00
BudgetTransactionServiceTest.php feat: Load transactions history on budget created (#72) 2026-01-22 11:10:15 +01:00
BulkUpdateTransactionsTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
CashflowAnalyticsTest.php test: Fix Carbon month overflow in date calculations (#87) 2026-02-01 11:33:09 +01:00
CurrencyConversionServiceTest.php feat: Add Binance integration (#131) 2026-02-18 15:23:46 +01:00
DashboardAnalyticsTest.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
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 SEO landing page 2025-11-25 11:33:11 +01:00
LabelTest.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
PlaintextTransactionsTest.php Remove plaintext-transactions feature flag & E2E references (#116) 2026-02-13 11:10:21 +01:00
PwaTest.php feat: Improve PWA standalone experience and redirect to dashboard (#90) 2026-02-01 11:33:10 +01:00
ResendSyncCommandTest.php feat: Sync new users to Resend contacts (#85) 2026-01-28 21:25:58 +01:00
SitemapTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
SubscriptionTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
SyncBankingConnectionsCommandTest.php feat: Add --user and --connection filters to banking:sync command (#122) 2026-02-13 17:35:07 +01:00
TransactionFilterTest.php Move transaction filtering from client-side to server-side (#126) 2026-02-16 12:49:04 +01:00
TransactionTest.php Move transaction filtering from client-side to server-side (#126) 2026-02-16 12:49:04 +01:00
UserLeadTest.php Add User Lead functionality and tests 2025-11-25 10:31:25 +01:00