whisper-money/tests/Feature
Víctor Falcón 8df44c2ef4
feat(transactions): save and reuse transaction filters (#496)
## What

Adds **saved filters** on the transactions page so users can name a set
of filters and reuse them later. The whole feature is gated behind a new
\`transaction-analysis\` Pennant feature flag (off by default).

## Why

Reusing the same filter combinations (e.g. "Japan trip", "Utilities") is
currently manual every time. This ports the saved-filters work from the
\`analysis-page\` branch, scoped down to **only** the transactions page
— the analysis screen and unrelated query changes from that branch are
intentionally left out.

## Changes

**Feature flag**
- \`App\Features\TransactionAnalysis\` — class-based flag, resolves
\`false\` by default.
- Shared to the frontend as \`features.transactionAnalysis\` and added
to the \`Features\` type.

**Backend (saved filters)**
- \`SavedFilter\` model (UUID, \`filters\` json cast, user belongsTo) +
migration + factory.
- \`Api\SavedFilterController\` — user-scoped index/store/update/destroy
under \`/api/saved-filters\`, ownership enforced with \`abort_unless\`.
- \`StoreSavedFilterRequest\` / \`UpdateSavedFilterRequest\` — name
unique per user, snake_case filter rules.

**Frontend**
- \`transaction-filter-serialization.ts\` —
serialize/deserialize/fingerprint between UI filter state and the
persisted snake_case shape.
- \`SavedFilters\` dropdown — load/save/update/delete with active +
dirty indicators.
- Integrated into the filter bar via an opt-in \`enableSavedFilters\`
prop, so it renders **only** on the transactions page (budgets/accounts
reuse the same component and stay unchanged). Render is also gated by
the feature flag.

**Filter bar UX**
- Split search + filters + saved searches onto their own row, separate
from the actions row (Categorize / Add transactions / columns), which
were getting cramped.
- On mobile, the text search moves into the filters popover.

## Reviewer notes
- Backend endpoints are **not** flag-gated; only the UI is, per the
request.
- Two-layer scoping: page opt-in prop **and** feature flag — flag off
means no UI anywhere.
- Translation keys fall back to the key (English); \`es.json\` entries
not added, matching the source branch.

## Testing
- \`tests/Feature/SavedFilterTest.php\` — 9 passing (auth, per-user
listing/uniqueness, ownership on update/delete).
- Pint, Prettier, ESLint clean. No new TypeScript errors introduced.
2026-06-05 18:00:14 +02:00
..
Api Remove encryption from bank account names (#104) 2026-02-09 14:15:26 +01:00
Auth fix: verify email via signed link without requiring login (#490) 2026-06-05 10:01:32 +02:00
Commands feat(leads): add user lead re-invite campaign (#432) 2026-05-26 08:35:31 +02:00
Console fix(categories): expose cashflow setting on create (#448) 2026-05-29 11:05:04 +02:00
Jobs feat(loans): backfill historical balances on loan creation (#322) 2026-04-24 13:09:34 +01:00
Listeners feat(budgets): track multiple categories and labels per budget (#466) 2026-06-01 12:32:23 +02:00
Mail feat(leads): add user lead re-invite campaign (#432) 2026-05-26 08:35:31 +02:00
Onboarding feat: (Onboarding) add categorization intro screen with benefit cards (#201) 2026-03-05 11:47:12 +01:00
OpenBanking feat(settings): let users disable bank transactions email (#472) 2026-06-02 12:24:39 +02:00
Services feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
Settings refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
Sync refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
AccountBalanceControllerTest.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
AccountControllerTest.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
ApplyRealEstateRevaluationTest.php fix(real-estate): compound annual revaluation monthly (#337) 2026-04-27 07:35:51 +01:00
AuthenticatedLayoutSafeAreaTest.php fix: keep iOS content below the notch (#280) 2026-04-13 13:59:05 +01:00
AutomationRuleApplicationTest.php feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
AutomationRuleEvaluationTest.php feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
AutomationRuleTest.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
BackfillAccountIbansCommandTest.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
BalanceLookupTest.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
BudgetHistoricalAssignmentTest.php feat(budgets): track multiple categories and labels per budget (#466) 2026-06-01 12:32:23 +02:00
BudgetPeriodDateTest.php Remove budgets feature flag (#108) 2026-02-12 09:58:01 +01:00
BudgetPeriodServiceTest.php Add yearly budget period (#384) 2026-05-12 13:35:25 +02:00
BudgetTest.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
BudgetTransactionServiceTest.php feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
BulkUpdateTransactionsTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
CancelFreeEnableBankingConnectionsCommandTest.php Cancel Enable Banking connections for free users (#289) 2026-04-15 16:23:03 +02:00
CashflowAnalyticsTest.php feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
CashflowPageTest.php feat(cashflow): add savings and period views (#424) 2026-05-25 16:41:00 +02:00
CurrencyConversionServiceTest.php fix(currency): degrade gracefully when rates return 404 (#449) 2026-05-29 14:44:56 +02:00
DashboardAnalyticsTest.php feat: expand parent categories inline in breakdowns (#486) 2026-06-04 11:19:21 +02:00
DashboardTest.php feat: parent/child category tree (#474) 2026-06-03 19:30:12 +02:00
DecryptTransactionsTest.php feat: Decrypt encrypted transactions on key unlock (#123) 2026-02-16 10:37:43 +01:00
DeleteUserCommandTest.php Support soft-deleted users with reusable emails (#316) 2026-04-22 11:41:41 +01:00
DemoAccountRestrictionsTest.php test: Optimize DemoAccountRestrictionsTest to run under 10s 2026-01-28 21:27:27 +01:00
DiscordWebhookTest.php feat: add Discord admin feed for daily stats and Stripe events (#458) 2026-05-30 18:14:46 +02:00
EncryptionTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
ExampleTest.php Install Pest 2025-11-07 12:01:58 +00:00
ExchangeRateServiceTest.php Fix PHP-LARAVEL-1V exchange rate cache race (#383) 2026-05-12 12:45:45 +02:00
GenerateStripePromotionCodesCommandTest.php feat(stripe): add promo code generator (#311) 2026-04-20 18:15:28 +01:00
IdorVulnerabilityTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
ImportDataTest.php fix: Apply automation rule labels on transaction creation and import (#79) 2026-01-27 11:11:29 +01:00
InertiaSharedDataTest.php feat(transactions): save and reuse transaction filters (#496) 2026-06-05 18:00:14 +02:00
LabelTest.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
LandingAuthOverrideTest.php feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
LoanTest.php feat(discord): enrich Stripe event messages and dedupe deliveries (#460) 2026-05-31 12:50:37 +02:00
LocalizationTest.php feat(i18n): add localization test and fix missing Spanish translations (#174) 2026-03-01 12:32:39 +00:00
LoggingConfigTest.php fix(logging): keep laravel.log writable across container UIDs (#451) 2026-05-29 15:10:50 +02:00
MailSenderTest.php Cancel Enable Banking connections for free users (#289) 2026-04-15 16:23:03 +02:00
PlaintextTransactionsTest.php Remove plaintext-transactions feature flag & E2E references (#116) 2026-02-13 11:10:21 +01:00
PopoverSafeAreaTest.php fix: keep iOS popovers below the notch (#282) 2026-04-13 15:19:56 +01:00
PostStripeEventToDiscordTest.php feat(discord): enrich Stripe event messages and dedupe deliveries (#460) 2026-05-31 12:50:37 +02:00
PwaTest.php Harden browser storage and PostHog recording (#402) 2026-05-14 15:57:48 +02:00
ReEvaluateTransactionRulesTest.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
RealEstateAvailabilityTest.php refactor(real-estate): remove Pennant gating (#308) 2026-04-20 13:31:49 +01:00
RealEstateTest.php refactor(real-estate): remove Pennant gating (#308) 2026-04-20 13:31:49 +01:00
ResendLeadVerificationEmailsCommandTest.php feat: resend verification emails to unverified leads (#287) 2026-04-15 09:13:27 +01:00
ResendSyncCommandTest.php feat: Sync new users to Resend contacts (#85) 2026-01-28 21:25:58 +01:00
ResendSyncLeadsCommandTest.php perf(resend): default sync-leads to last 24h window (#354) 2026-05-05 09:57:25 +01:00
RouteNotificationForMailTest.php fix(notifications): skip mail dispatch when recipient email is invalid (#387) 2026-05-13 09:47:50 +01:00
SavedFilterTest.php feat(transactions): save and reuse transaction filters (#496) 2026-06-05 18:00:14 +02:00
SendDailyStatsReportCommandTest.php feat(discord): enrich Stripe event messages and dedupe deliveries (#460) 2026-05-31 12:50:37 +02:00
SentryConfigTest.php fix(sentry): only report errors in production (#467) 2026-06-01 12:41:31 +02:00
SentryUserMiddlewareTest.php Add Sentry user context (#348) 2026-05-04 13:26:50 +01:00
SitemapTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
StripeSubscriptionStatsCommandTest.php feat: add Discord admin feed for daily stats and Stripe events (#458) 2026-05-30 18:14:46 +02:00
SubscriptionTest.php fix: allow managing canceled connections (#417) 2026-05-22 10:52:50 +01:00
SyncBankingConnectionsCommandTest.php chore: Remove account-mapping feature flag (#252) 2026-04-01 12:09:22 +02:00
SyncStripePricesCommandTest.php fix(pricing): update final release prices (#288) 2026-04-15 14:49:02 +01:00
TransactionFilterTest.php fix(transactions): combine category and label filters with OR (#495) 2026-06-05 17:11:02 +02:00
TransactionTest.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
UserLeadTest.php feat: verify waitlist leads (#285) 2026-04-14 11:26:01 +01:00
WelcomeBanksOrderingTest.php feat(open-banking): remove feature flag gating (#297) 2026-04-17 10:20:05 +02:00