RomanNum3ral
/
whisper-money
mirror of https://github.com/whisper-money/whisper-money.git
1
0
Fork 0
Code Issues Packages Projects Releases Wiki Activity
whisper-money/tests/Feature
History
Víctor Falcón 71dd6e2b7f
feat(budgets): track multiple categories and labels per budget (#466) 
## Summary

Budgets previously tracked a single category **or** label (mutually
exclusive). This lets a budget span **multiple** categories and labels
at once, all pooling spend against one allocated amount per period.

Scope decided with the requester:
- **Shared pool** — one allocated amount; any tracked category/label
counts against it.
- **Multi categories + multi labels** on a single budget.
- **Create-only** — tracking is chosen at creation and locked afterward
(edit dialog shows it read-only).

## Changes

**Backend**
- New `budget_category` + `budget_label` pivot tables; data migration
copies existing `category_id`/`label_id` into them, then drops those
columns.
- `Budget` model: `categories()` / `labels()` belongsToMany.
- `BudgetTransactionService` matches transactions across **all** tracked
categories OR labels (live assignment + historical backfill).
- `StoreBudgetRequest` accepts `category_ids` / `label_ids` arrays,
requires ≥1 across both, validates ownership. `update` no longer touches
tracking.

**Frontend**
- Reusable `MultiSelect` (popover + command + badge).
- Create dialog uses multi-selects; cards and show page render tracked
categories/labels as badges; edit dialog shows them read-only.
- Dexie bumped to v10 (drops unused per-category allocations table, adds
`budget_labels`).

## Testing
- Updated all budget/transaction/listener/browser tests for the pivot
model; added cases for multi-category matching, mixed category+label
pooling, and store validation (empty selection + foreign-ownership).
- Added the new `__()` strings to `lang/es.json`.
- Local `pint`, `lint`, `format` pass. Relying on CI for the full suite.
 		2026-06-01 12:32:23 +02:00
..
Api Remove encryption from bank account names (#104) 2026-02-09 14:15:26 +01:00
Auth fix(register): don't block signup on unrecognized browser timezone (#462) 2026-06-01 09:03:15 +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 fix(banking): handle balance-fetch timeouts and silence handled retries (#450) 2026-05-29 14:58:38 +02:00
Services feat(leads): cohort-based launch invitations with per-user Stripe coupons (#333) 2026-04-30 15:10:28 +01:00
Settings feat(currency): add Saudi Riyal (SAR) (#461) 2026-06-01 08:52:21 +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 feat(accounts): show projection on real estate chart (#338) 2026-04-27 08:08:12 +01:00
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 chore: Simplify IndexedDB sync by moving to Inertia shared props (#63) 2026-01-19 19:15:26 +01:00
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 feat(budgets): track multiple categories and labels per budget (#466) 2026-06-01 12:32:23 +02:00
BudgetTransactionServiceTest.php feat(budgets): track multiple categories and labels per budget (#466) 2026-06-01 12:32:23 +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(currency): add Saudi Riyal (SAR) (#461) 2026-06-01 08:52:21 +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 fix: net category refunds in cashflow (#441) 2026-05-27 15:16:50 +02:00
DashboardTest.php fix: route new PWA guests to signup (#313) 2026-04-21 10:53:05 +01:00
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: keep past due subscriptions active (#416) 2026-05-22 10:19:11 +01:00
LabelTest.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
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
SendDailyStatsReportCommandTest.php feat(discord): enrich Stripe event messages and dedupe deliveries (#460) 2026-05-31 12:50:37 +02:00
SentryConfigTest.php fix: build arm64 images on native runners (#419) 2026-05-22 16:05:48 +01:00
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 feat(transactions): add counterparty fields (#440) 2026-05-27 16:20:55 +02:00
TransactionTest.php feat(budgets): track multiple categories and labels per budget (#466) 2026-06-01 12:32:23 +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