whisper-money/app/Services
Víctor Falcón 8056ede636
feat(ai): suggest automation rules during onboarding (#523)
Suggests transaction categorization rules during onboarding.

After a sync or import, it groups the uncategorized transactions, asks
Gemini (via laravel/ai) to map the common merchants to categories, and
shows the results for review. The user edits or drops any and creates
the ones they want. During onboarding the accepted rules also categorize
existing transactions right away.

Off by default: it needs the `AiRuleSuggestions` Pennant flag and a
per-user AI consent. The model and thresholds are config-driven.
`ai:suggest-rules {user}` prints what a user would get.

The settings-page surface and monthly regeneration are a follow-up.
2026-06-13 22:51:15 +02:00
..
Ai feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00
Banking feat(open-banking): finalize bank connection without a session via state token (#498) 2026-06-06 12:12:07 +02:00
Demo Remove encryption from browser tests and demo user (#129) 2026-02-17 11:45:27 +01:00
Discord feat: add Discord admin feed for daily stats and Stripe events (#458) 2026-05-30 18:14:46 +02:00
Stripe feat(discord): enrich Stripe event messages and dedupe deliveries (#460) 2026-05-31 12:50:37 +02:00
AccountMetricsService.php Preload exchange rates (#362) 2026-05-06 16:35:49 +01:00
AccountUserCurrencyService.php fix(accounts): sync currency from first account (#430) 2026-05-25 20:55:24 +02:00
AuthEntryPointService.php fix: route new PWA guests to signup (#313) 2026-04-21 10:53:05 +01:00
AutomationRuleService.php feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
BalanceLookup.php fix(static-analysis): clear phpstan-baseline by fixing all suppressed errors (#183) 2026-03-02 12:22:30 +00:00
BudgetPeriodService.php feat(budgets): track multiple categories and labels per budget (#466) 2026-06-01 12:32:23 +02:00
BudgetTransactionService.php feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
CategoryTree.php feat(analysis): break down spending by sub-category (#508) 2026-06-08 14:53:36 +02:00
CurrencyConversionService.php fix(currency): make rate fetching resilient to slow CDN (#502) 2026-06-08 09:10:38 +02:00
CurrencyOptions.php feat(settings): centralize currency options and split profile/account support (#256) 2026-04-02 19:23:10 +02:00
ExchangeRateService.php Fix PHP-LARAVEL-1V exchange rate cache race (#383) 2026-05-12 12:45:45 +02:00
LandingAuthOverrideService.php feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
LeadCohortResolver.php feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
LeadPromoCodeAllocator.php feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
LoanAmortizationService.php fix(dashboard): avoid month overflow in real estate projection (#340) 2026-04-30 13:53:01 +00:00
LoanBalanceGeneratorService.php feat(loans): backfill historical balances on loan creation (#322) 2026-04-24 13:09:34 +01:00
ManualBalanceAdjuster.php feat: optionally update manual account balance on transaction delete (#491) 2026-06-05 11:30:31 +02:00
PeriodComparator.php feat(cashflow): add savings and period views (#424) 2026-05-25 16:41:00 +02:00
RealEstateBalanceGeneratorService.php feat(real-estate): auto-calculate revaluation % and generate historical balances (#253) 2026-04-15 12:18:33 +00:00
ResendService.php feat: sync user leads to resend (#283) 2026-04-13 19:56:08 +01:00