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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
..
.gitignore test(open-banking): e2e coverage for Enable Banking connection flows (#509) 2026-06-09 11:58:50 +02:00
README.md test(open-banking): e2e coverage for Enable Banking connection flows (#509) 2026-06-09 11:58:50 +02:00
connect-bank.mjs feat(ai): suggest automation rules during onboarding (#523) 2026-06-13 22:51:15 +02:00

README.md

Live Enable Banking e2e check

connect-bank.mjs drives the real Enable Banking sandbox end-to-end against the running dev server, covering the flows we must never regress:

  1. Settings → connect a bank (Banco de Sabadell), map accounts, and sync transactions.
  2. Onboarding → connect a bank (BBVA) with auto-created accounts.
  3. Settings → reconnect an expired connection.
  4. Session lost on return — connect, then drop the app session before the bank redirect lands, and confirm the user still sees the "connected — go back to your app" screen (the iOS-PWA / Safari case) instead of being bounced to login.

It uses the sandbox test credentials (user1 / 1234, OTP 012345).

Why a standalone script and not a Pest test

Enable Banking only redirects to the fixed registered redirect URI (https://whisper.money.local/open-banking/callback). A Pest browser test runs an ephemeral server on a random port with a RefreshDatabase transactional database that the external redirect can never reach, so the live flow cannot complete inside one.

This script instead drives the persistent dev server, lets the bank redirect to the registered host (which is not served locally), captures the code+state it carries, and replays the callback against the dev server. The callback is stateless — it resolves the connection from the state_token — so the replay finalizes the connection correctly.

For CI regression coverage of the same three flows with the provider faked, see tests/Browser/BankConnectionFlowTest.php.

Prerequisites

  • composer run dev running. Note the app port it prints (default 8921).
  • Valid ENABLEBANKING_* config and private key (the same config the app uses), with ENABLEBANKING_REDIRECT_URL pointing at the registered whisper.money.local callback.
  • Pending migrations applied (php artisan migrate).

Run

# one-liner (auto-detects the running dev server port)
composer e2e:banking

# or directly
node tests/Browser/live/connect-bank.mjs

# watch it run in a headed browser / override the base url
HEADLESS=0 node tests/Browser/live/connect-bank.mjs
APP_BASE_URL=http://127.0.0.1:8921 node tests/Browser/live/connect-bank.mjs

The script seeds its own users via php artisan e2e:banking-fixture seed (local/testing only), reports PASS/FAIL per scenario, and exits non-zero on failure.

Videos & screenshots

Everything is written to tests/Browser/live/videos/ (cleared at the start of each run, git-ignored):

  • <scenario>.mp4 — a recording of the whole flow. A visible cursor follows the mouse and pulses red on every click so you can track what's happening. Encoded as mp4 (H.264) so it plays in QuickTime / Preview / browsers. Needs ffmpeg; without it the raw .webm is kept instead.
  • <scenario>.png — a still of the final screen (guaranteed clear, independent of video timing).
  • failure-<scenario>.png — a full-page screenshot, written only when a scenario fails.

Scenarios: settings-connect, onboarding-connect, reconnect-expired, session-lost-return.

Notes

  • The Enable Banking and bank sandbox pages are driven in English; the script forces an en-US browser locale so the button labels match.
  • The transaction sync runs on the default queue (the dev worker only drains emails), so the script triggers php artisan banking:sync --connection=<id> --sync to verify transactions pull through.