whisper-money/database/migrations
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
..
0001_01_01_000000_create_users_table.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
0001_01_01_000001_create_cache_table.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
0001_01_01_000002_create_jobs_table.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
2025_08_26_100418_add_two_factor_columns_to_users_table.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
2025_11_07_135255_add_encryption_salt_to_users_table.php E2E Encryption 2025-11-07 14:21:25 +00:00
2025_11_07_135256_create_encrypted_messages_table.php E2E Encryption 2025-11-07 14:21:25 +00:00
2025_11_07_150038_create_banks_table.php feat: Add financial models and seeders 2025-11-07 15:45:28 +00:00
2025_11_07_150122_create_accounts_table.php feat: Add financial models and seeders 2025-11-07 15:45:28 +00:00
2025_11_07_150613_create_categories_table.php feat: Add financial models and seeders 2025-11-07 15:45:28 +00:00
2025_11_07_150659_create_transactions_table.php feat: Add financial models and seeders 2025-11-07 15:45:28 +00:00
2025_11_07_184056_modify_banks_table_add_user_id_and_simplify_name.php Banks accounts 2025-11-07 19:19:29 +00:00
2025_11_07_185018_change_banks_logo_to_text.php Banks accounts 2025-11-07 19:19:29 +00:00
2025_11_08_140230_change_transactions_id_to_uuid.php Update transaction amount to bigint 2025-11-15 20:53:47 +01:00
2025_11_08_141344_make_category_id_nullable_in_transactions_table.php Sync transactions 2025-11-08 14:17:16 +00:00
2025_11_08_144530_add_soft_deletes_to_transactions_table.php Transactions page 2025-11-08 23:38:35 +00:00
2025_11_10_110100_create_automation_rules_table.php Automation rules 2025-11-10 12:08:58 +00:00
2025_11_15_172640_create_account_balances_table.php Add account balances 2025-11-15 20:27:18 +01:00
2025_11_15_175636_change_transactions_amount_to_bigint.php Update transaction amount to bigint 2025-11-15 20:53:47 +01:00
2025_11_15_195739_convert_all_ids_to_uuid.php fix: migration history 2025-12-30 07:22:19 +01:00
2025_11_18_184409_create_user_leads_table.php Merge pull request #1 from whisper-money/landing-page 2025-11-24 12:11:35 +01:00
2025_11_28_104227_add_source_to_transactions_table.php Save transaction source (manually_created, or imported) 2025-11-28 12:36:48 +01:00
2025_11_29_170353_add_type_to_categories_table.php Add category type field support (#2) 2025-12-01 20:19:47 +01:00
2025_11_29_170955_fix_account_balances_unique_constraint.php fix: migration history 2025-12-30 07:22:19 +01:00
2025_12_01_101443_add_unique_constraint_to_categories_table.php Add unique constraint to categories table and update factory data 2025-12-01 11:19:16 +01:00
2025_12_06_112515_create_customer_columns.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_06_112516_create_subscriptions_table.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_06_112517_create_subscription_items_table.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_06_112518_add_meter_id_to_subscription_items_table.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_06_112519_add_meter_event_name_to_subscription_items_table.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_10_142006_add_onboarded_at_to_users_table.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
2025_12_12_092647_create_labels_table.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
2025_12_12_092650_create_label_transaction_table.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
2025_12_12_092651_create_automation_rule_labels_table.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
2025_12_12_141955_update_labels_unique_constraint_include_deleted_at.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
2025_12_16_151952_create_user_mail_logs_table.php feat: Implement drip email campaign system (#35) 2025-12-30 07:22:18 +01:00
2025_12_19_092437_create_budgets_table.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
2025_12_19_092443_create_budget_periods_table.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
2025_12_19_092446_create_budget_transactions_table.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
2025_12_20_154221_create_features_table.php Add Cashflow Analytics Feature (#49) 2026-01-05 13:06:50 +01:00
2025_12_29_063338_add_currency_code_to_users_table.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
2026_01_08_192757_add_email_identifier_to_user_mail_logs.php feat: Send custom emails to users (#52) 2026-01-09 09:33:19 +01:00
2026_01_08_204223_update_user_mail_logs_unique_constraint.php feat: Send custom emails to users (#52) 2026-01-09 09:33:19 +01:00
2026_01_21_151353_add_indexes_for_budget_transaction_assignment.php feat: Load transactions history on budget created (#72) 2026-01-22 11:10:15 +01:00
2026_01_22_071325_add_processing_historical_to_budget_periods.php feat: Load transactions history on budget created (#72) 2026-01-22 11:10:15 +01:00
2026_01_22_143232_add_locale_to_users_table.php feat: Spanish localization (#74) 2026-02-08 11:58:08 +01:00
2026_02_09_110624_add_encrypted_to_accounts_table.php Remove encryption from bank account names (#104) 2026-02-09 14:15:26 +01:00
2026_02_09_131403_make_description_iv_nullable_on_transactions.php feat: Plaintext transactions behind feature flag (#105) 2026-02-10 14:31:24 +01:00
2026_02_09_144915_create_banking_connections_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_09_144959_add_banking_connection_fields_to_accounts_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_09_144959_add_external_transaction_id_to_transactions_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_10_085759_add_aspsp_logo_to_banking_connections_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_10_095639_add_raw_data_to_transactions_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_11_113115_add_pending_accounts_data_to_banking_connections_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_11_113119_add_linked_at_to_accounts_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_13_083716_add_original_description_to_transactions_table.php feat: Add per-bank description formatter for bank-synced transactions (#120) 2026-02-13 09:54:58 +01:00
2026_02_18_084241_add_api_token_to_banking_connections_table.php feat: Add Indexa Capital integration (#130) 2026-02-18 10:42:13 +01:00
2026_02_18_110556_add_api_secret_to_banking_connections_table.php feat: Add Binance integration (#131) 2026-02-18 15:23:46 +01:00
2026_02_20_074846_create_exchange_rates_table.php feat: Add multi-currency conversion for net worth charts (#138) 2026-02-20 10:45:23 +01:00
2026_02_22_180317_add_invested_amount_to_account_balances_table.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00