whisper-money/app/Models
Víctor Falcón 8375fd490e
feat(transactions): filtered analysis dashboard (#507)
## Summary

Adds an **Analysis** button to the transactions toolbar (left of
Categorize) that opens a bottom-sheet dashboard summarizing the
transactions matching the current filters. Built around the Miami-trip
use case: tag a trip, filter to it, and see where the money went.

Everything is behind the existing `TransactionAnalysis` feature flag
(button hidden + endpoint returns 403 when off).

## Behavior

- **Button**: hidden unless `features.transactionAnalysis`. Disabled
until at least one filter is applied — desktop shows a hover tooltip,
mobile a tap dialog, both reading *"Apply a filter to enable this
button."*
- **Drawer** (vaul bottom-sheet, like the importer): fetches
`/api/transactions/analysis` with the current filters on open. Skeleton
+ empty/error states.
- **Charts**: KPI cards · spending over time (income/expense bars +
cumulative line, auto daily/monthly bucketing) · category donut + ranked
list (only when >1 category) · per-tag bars (only when >1 label).
- **Manual day override**: the *Avg / day* card has an editor to
override the date span used for the daily average (tickets bought months
ahead skew the span). Resolution precedence: matching saved filter's
`analysis_days` → `localStorage[fingerprint]` → auto span. Edits persist
to localStorage always, and sync to the saved filter when the current
filters match one.

## Backend

- `Api/TransactionAnalysisController@summary` — reuses
`Transaction::applyFilters()` + `IndexTransactionRequest`, converts to
the user's base currency via `ExchangeRateService` (rates preloaded),
rolls categories up through `CategoryTree`.
- `GET /api/transactions/analysis`.
- `analysis_days` (nullable) on `saved_filters` + `PATCH
/api/saved-filters/{id}/analysis-days`.

## Tests

- Pest: analysis endpoint (flag gating, totals, category/tag breakdown,
day/month bucketing, cumulative) + saved-filter day override
(set/clear/forbidden/invalid).
- Vitest: button gating (hidden/disabled/opens) + day-override
resolution (auto / saved-precedence / localStorage fallback / persists
to saved filter).
- New `lang/es.json` keys for all added strings.

## Notes

- Data is always sourced from the backend.
- The flag is still off by default — enable `TransactionAnalysis`
per-user to try it.
2026-06-08 14:04:00 +02:00
..
Account.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
AccountBalance.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
AutomationRule.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
AutomationRuleLabel.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
Bank.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
BankingConnection.php feat(open-banking): finalize bank connection without a session via state token (#498) 2026-06-06 12:12:07 +02:00
BankingSyncLog.php fix(banking): retry failed sync connections and log every sync attempt (#251) 2026-03-31 11:34:35 +01:00
Budget.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
BudgetPeriod.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
BudgetTransaction.php fix(static-analysis): clear phpstan-baseline by fixing all suppressed errors (#183) 2026-03-02 12:22:30 +00:00
Category.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
EncryptedMessage.php fix(static-analysis): clear phpstan-baseline by fixing all suppressed errors (#183) 2026-03-02 12:22:30 +00:00
ExchangeRate.php Preload exchange rates (#362) 2026-05-06 16:35:49 +01:00
Label.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
LabelTransaction.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
LoanDetail.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
RealEstateDetail.php refactor(api): standardize serialization via model $hidden (#492) 2026-06-05 13:57:34 +02:00
SavedFilter.php feat(transactions): filtered analysis dashboard (#507) 2026-06-08 14:04:00 +02:00
Transaction.php fix(transactions): combine category and label filters with OR (#495) 2026-06-05 17:11:02 +02:00
User.php feat(settings): let users disable bank transactions email (#472) 2026-06-02 12:24:39 +02:00
UserLead.php feat(leads): add user lead re-invite campaign (#432) 2026-05-26 08:35:31 +02:00
UserMailLog.php feat: Send custom emails to users (#52) 2026-01-09 09:33:19 +01:00
UserSetting.php feat(settings): let users disable bank transactions email (#472) 2026-06-02 12:24:39 +02:00