whisper-money/resources/js/lib
Víctor Falcón 395c4ad2c3
feat(accounts): add real estate asset tracking (#241)
## Summary

- Adds **real estate** as a new account type (`real_estate`) for
tracking property assets within the existing Accounts page
- Properties store metadata (type, address, purchase price/date, area,
notes) in a dedicated `real_estate_details` table with a one-to-one
relationship to accounts
- Properties can be **linked to a loan account** (mortgage) to
implicitly calculate equity — property value counts as asset (+), linked
loan counts as liability (-)
- Market value is tracked as the account balance and uses "market value"
terminology throughout the UI

## What's included

### Backend
- `PropertyType` enum (Residential, Commercial, Land, Vacation, Other)
- `RealEstateDetail` model, factory, migration, policy
- `StoreRealEstateDetailRequest` and `UpdateRealEstateDetailRequest`
form requests
- `RealEstateDetailController` with `update()` for editing property
details
- Extended `Settings\AccountController@store` to create
`RealEstateDetail` when type is `real_estate`
- Extended `AccountController@show` to load real estate detail, linked
loan with bank info, and available loan accounts
- Extended `AccountController@index` SQL ordering to include
`real_estate`
- Conditional validation rules in `StoreAccountRequest` for real estate
fields

### Frontend
- New `real_estate` type in `account.ts` with `PropertyType`,
`AreaUnit`, `RealEstateDetail` interface, and helper functions
- Conditional real estate fields in `account-form.tsx` (property type,
address, purchase price, purchase date, area, linked loan, notes)
- `PropertyDetailsCard` component in `Accounts/Show.tsx` with view and
inline edit modes
- "Update market value" terminology in balance update buttons for real
estate accounts
- `real_estate` added to account type ordering and groups on the Index
page
- Wayfinder routes regenerated

### Tests
- 22 feature tests covering creation, validation, show page, index
ordering, updating details, IDOR protection, model relationships, and
soft delete behavior
- Unit test updates for `AccountType` enum (`reducesNetWorth`,
`isNonTransactional`)

### Translations
- 32 new Spanish translation strings for all real estate UI

## Design decisions
- Real estate accounts are **non-transactional** (like
investment/retirement) — balance-only tracking for now. Future iteration
will link transactions directly for rental income/expense tracking
- **Single loan per property** via direct FK from
`real_estate_details.linked_loan_account_id`
- No encryption on address/notes fields (opted out per discussion)
- No separate sidebar page — real estate is a grouped section within the
existing Accounts page
2026-03-24 10:21:32 +00:00
..
balance-import-config-storage.ts fix: add SSR guards to localStorage/sessionStorage access 2025-12-08 18:19:20 +01:00
chart-calculations.test.ts fix(dashboard): treat loans as debt in net worth (#238) 2026-03-20 09:55:53 +00:00
chart-calculations.ts feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
crypto.ts Add some toast notifications 2025-11-11 11:39:28 +00:00
debug.ts fix: make useIsMobile hook and utility functions SSR-safe 2025-12-08 17:33:54 +01:00
dexie-db.ts Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
file-parser.test.ts Fix: Use locale to disambiguate date format during CSV import (#107) 2026-02-12 09:08:52 +01:00
file-parser.ts Fix: Use locale to disambiguate date format during CSV import (#107) 2026-02-12 09:08:52 +01:00
import-config-storage.ts fix: add SSR guards to localStorage/sessionStorage access 2025-12-08 18:19:20 +01:00
key-storage.ts fix: make encryption key storage SSR-safe to prevent 502 errors 2025-12-08 17:13:45 +01:00
orphan-components.test.ts chore(frontend): add orphan component detection and remove dead components (#181) 2026-03-02 12:43:27 +01:00
posthog.ts feat: Add PostHog (#70) 2026-01-20 10:47:59 +01:00
rule-builder-utils.ts feat(automation-rules): simplify smart rules UI, fix re-evaluation, and localize amounts (#161) 2026-02-28 13:24:57 +00:00
rule-engine.ts feat(automation-rules): simplify smart rules UI, fix re-evaluation, and localize amounts (#161) 2026-02-28 13:24:57 +00:00
sankey-utils.ts feat: Group small expending categories on the Sankey chart 2026-01-11 19:04:20 +01:00
sync-manager.ts chore: Simplify IndexedDB sync by moving to Inertia shared props (#63) 2026-01-19 19:15:26 +01:00
utils.ts Prevent duplicate notes when re-evaluating automation rules 2025-12-04 16:42:54 +01:00