whisper-money/app
Víctor Falcón ed737db7b2
feat(cashflow): add savings and period views (#424)
## Summary
- add savings and investment category types and migrate default EN/ES
categories
- show saved and invested amounts on cashflow summary
- add month, quarter, and year cashflow period views

## Validation
- vendor/bin/pint --dirty --format agent
- php -l changed PHP files
- php artisan test --compact tests/Feature/Settings/CategoryTest.php
--filter='migration updates existing default saving and investment
categories'
- npm run test -- --run resources/js/lib/chart-calculations.test.ts

## Notes
<img width="1245" height="464" alt="image"
src="https://github.com/user-attachments/assets/7456e018-fb16-4387-8989-aa0b104a42d0"
/>

- Broadened migration after read-only prod check found legacy default
categories still using expense/hidden.
2026-05-25 16:41:00 +02:00
..
Actions feat(cashflow): add savings and period views (#424) 2026-05-25 16:41:00 +02:00
Console/Commands fix: keep lead invite command aliases (#406) 2026-05-20 12:26:21 +02:00
Contracts feat(banking): add banking:backfill-ibans command to populate missing IBANs (#221) 2026-03-12 10:58:55 +00:00
Enums feat(cashflow): add savings and period views (#424) 2026-05-25 16:41:00 +02:00
Events Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
Exceptions/Banking Handle transient EnableBanking sync failures (#358) 2026-05-06 09:24:05 +02:00
Features feat(import): calculate balances from transactions (#403) 2026-05-20 10:29:14 +01:00
Http feat(cashflow): add savings and period views (#424) 2026-05-25 16:41:00 +02:00
Jobs Apply automation rules to existing transactions (#413) 2026-05-22 08:36:18 +02:00
Listeners feat(emails): co-founder language, welcome rewrite, and Spanish translations (#208) 2026-03-05 15:22:07 +01:00
Mail Notify users about expired bank connections (#404) 2026-05-20 09:20:13 +02:00
Models fix: allow managing canceled connections (#417) 2026-05-22 10:52:50 +01:00
Notifications feat: selective retry of failed lead email jobs (#286) 2026-04-15 08:00:29 +01:00
Policies feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
Providers feat: keep past due subscriptions active (#416) 2026-05-22 10:19:11 +01:00
Services feat(cashflow): add savings and period views (#424) 2026-05-25 16:41:00 +02:00