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## Summary - Always show a simplified Cashflow and charts explanation in the category form - Explain how each category type affects cashflow, income/spending charts, top spending categories, savings, and investments - For transfer categories, keep a cashflow chart visibility selector so users can choose hidden/inflow/outflow - Show savings and investment categories as outflows in the cashflow chart and store default/new categories as outflow - Add a new migration to update existing production savings/investment categories to outflow - Avoid user-facing Sankey terminology and update Spanish copy to use dinero/saldo instead of efectivo - Add missing Spanish translations and browser/feature coverage ## Tests - php artisan test --compact tests/Feature/LocalizationTest.php - php artisan test --compact tests/Feature/Console/ResetUserCategoriesCommandTest.php - php artisan test --compact tests/Feature/Settings/CategoryTest.php --filter="migration updates existing default saving and investment categories|migration sets saving and investment categories to cashflow outflow|users can create savings and investment categories|default categories are created when user registers" - php artisan test --compact tests/Feature/CashflowAnalyticsTest.php --filter="sankey includes savings and investment categories on the expense side|sankey includes outflow transfer categories on the expense side" - php artisan test --compact tests/Browser/CategoriesTest.php --filter="explains savings and investment category cashflow impact in the create dialog|can create a new transfer category with a cashflow analytics direction" - php artisan test --compact tests/Browser/CategoriesTest.php - ./vendor/bin/pest --testsuite=Performance --filter="account show page does not exceed query threshold" - vendor/bin/pint --dirty --format agent - npx prettier --write resources/js/components/categories/category-cashflow-direction-fields.tsx - npm run build (assets emitted; Sentry sourcemap upload reports local SSL error) ## Video - screenshots/category-create-cashflow-setting.webm ## Notes - npm run types still fails on existing unrelated TypeScript errors. |
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| .. | ||
| assets | ||
| .gitignore | ||
| AccountsPageTest.php | ||
| AmountInputTest.php | ||
| AuthenticationTest.php | ||
| AutomationRuleBuilderTest.php | ||
| BankAccountsTest.php | ||
| BudgetCrudTest.php | ||
| BudgetsFeatureNavigationTest.php | ||
| CashflowCategoryNavigationTest.php | ||
| CategoriesTest.php | ||
| ImportTransactionsTest.php | ||
| OnboardingFlowTest.php | ||
| RealEstateAccountTest.php | ||
| TransactionsTest.php | ||