whisper-money/app/Http/Controllers
Víctor Falcón 395c4ad2c3
feat(accounts): add real estate asset tracking (#241)
## Summary

- Adds **real estate** as a new account type (`real_estate`) for
tracking property assets within the existing Accounts page
- Properties store metadata (type, address, purchase price/date, area,
notes) in a dedicated `real_estate_details` table with a one-to-one
relationship to accounts
- Properties can be **linked to a loan account** (mortgage) to
implicitly calculate equity — property value counts as asset (+), linked
loan counts as liability (-)
- Market value is tracked as the account balance and uses "market value"
terminology throughout the UI

## What's included

### Backend
- `PropertyType` enum (Residential, Commercial, Land, Vacation, Other)
- `RealEstateDetail` model, factory, migration, policy
- `StoreRealEstateDetailRequest` and `UpdateRealEstateDetailRequest`
form requests
- `RealEstateDetailController` with `update()` for editing property
details
- Extended `Settings\AccountController@store` to create
`RealEstateDetail` when type is `real_estate`
- Extended `AccountController@show` to load real estate detail, linked
loan with bank info, and available loan accounts
- Extended `AccountController@index` SQL ordering to include
`real_estate`
- Conditional validation rules in `StoreAccountRequest` for real estate
fields

### Frontend
- New `real_estate` type in `account.ts` with `PropertyType`,
`AreaUnit`, `RealEstateDetail` interface, and helper functions
- Conditional real estate fields in `account-form.tsx` (property type,
address, purchase price, purchase date, area, linked loan, notes)
- `PropertyDetailsCard` component in `Accounts/Show.tsx` with view and
inline edit modes
- "Update market value" terminology in balance update buttons for real
estate accounts
- `real_estate` added to account type ordering and groups on the Index
page
- Wayfinder routes regenerated

### Tests
- 22 feature tests covering creation, validation, show page, index
ordering, updating details, IDOR protection, model relationships, and
soft delete behavior
- Unit test updates for `AccountType` enum (`reducesNetWorth`,
`isNonTransactional`)

### Translations
- 32 new Spanish translation strings for all real estate UI

## Design decisions
- Real estate accounts are **non-transactional** (like
investment/retirement) — balance-only tracking for now. Future iteration
will link transactions directly for rental income/expense tracking
- **Single loan per property** via direct FK from
`real_estate_details.linked_loan_account_id`
- No encryption on address/notes fields (opted out per discussion)
- No separate sidebar page — real estate is a grouped section within the
existing Accounts page
2026-03-24 10:21:32 +00:00
..
Api fix(dashboard): treat loans as debt in net worth (#238) 2026-03-20 09:55:53 +00:00
OpenBanking fix(banking): update external_account_id on reconnect and store IBAN (#220) 2026-03-12 10:28:23 +00:00
Settings feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
Sync refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
AccountBalanceController.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
AccountController.php feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
BudgetController.php feat(Budgets): add period navigation and unify period selector UI (#171) 2026-03-01 12:25:01 +00:00
CashflowController.php feat(cashflow): track transfer categories in trends (#236) 2026-03-18 14:02:47 +00:00
Controller.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
DashboardController.php refactor: extract AccountMetricsService to deduplicate balance computation logic (#147) 2026-02-24 09:07:42 +01:00
EncryptionController.php Remove unused controllers and routes (#11) 2025-12-04 08:48:17 +01:00
OnboardingController.php feat: (Onboarding) add categorization intro screen with benefit cards (#201) 2026-03-05 11:47:12 +01:00
ReEvaluateTransactionRulesController.php feat(transactions): re-add select all matching filters to bulk actions bar (#169) 2026-03-01 10:27:43 +00:00
RealEstateDetailController.php feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
RobotsController.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
SitemapController.php SEO landing page 2025-11-25 11:33:11 +01:00
SubscriptionController.php fix(billing): create Stripe customer before redirecting to billing portal (#206) 2026-03-05 11:58:04 +00:00
TransactionController.php fix(categorizer): fetch uncategorized transactions from backend instead of IndexedDB (#165) 2026-02-28 16:30:54 +00:00
UserLeadController.php feat(waitlist): waiting list with referral system (#199) 2026-03-04 12:36:47 +01:00