whisper-money/app/Services
Víctor Falcón 45e25e018d
feat: optionally update manual account balance on transaction delete (#491)
## What

When deleting a transaction that belongs to a **manual**
(non-bank-connected) account, the user can now opt to update the
account's **current balance** for today, so it stays accurate without
re-syncing.

- Deleting an **expense** (amount < 0) → balance **increases** by the
amount.
- Deleting **income** (amount > 0) → balance **decreases** by the
amount.
- Formula: `new_balance = current_balance − transaction.amount`. If
today has no balance row, it's seeded from the latest known balance.
- Available for **single delete** and **bulk delete** (a checkbox in the
confirmation dialog).
- Connected accounts are never touched — their balances come from bank
sync.
- On the account page, the balance display refreshes automatically after
the delete (no page reload).

## How

- New `ManualBalanceAdjuster` service; `TransactionController@destroy`
calls it when the request carries `update_balance` and the account is
manual.
- Frontend `transactionSyncService.delete/deleteMany` accept an
`updateBalance` option; both delete dialogs show the checkbox only when
a manual account is affected.
- `TransactionList` gains an `onBalanceUpdated` callback;
`Accounts/Show` uses it to bump the balance chart's refresh key.
- Added `banking_connection_id` to the accounts payload (transactions,
budgets, and the shared Inertia props feeding accounts/show) so the
frontend can identify manual accounts.

<img width="896" height="400" alt="image"
src="https://github.com/user-attachments/assets/e7f35ccb-13a1-40a1-bf04-615752bddf1a"
/>
2026-06-05 11:30:31 +02:00
..
Banking fix(banking): handle balance-fetch timeouts and silence handled retries (#450) 2026-05-29 14:58:38 +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: expand parent categories inline in breakdowns (#486) 2026-06-04 11:19:21 +02:00
CurrencyConversionService.php fix(currency): degrade gracefully when rates return 404 (#449) 2026-05-29 14:44:56 +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