whisper-money/app/Services
Víctor Falcón 094fb1b744
feat(real-estate): auto-calculate revaluation % and generate historical balances (#253)
## Summary

- **Auto-calculates Annual Revaluation %** (CAGR) on the frontend when
purchase price, purchase date, and current market value are all provided
— pre-fills the revaluation field while still allowing manual override
- **Generates historical monthly balance records** via linear
interpolation from purchase date to today when creating a real estate
account with complete purchase data
- New `RealEstateBalanceGeneratorService` handles balance generation
with dates on the 1st of each month (matching the existing
`ApplyRealEstateRevaluationCommand` convention)

## Changes

### Backend
- **`app/Services/RealEstateBalanceGeneratorService.php`** (new) —
Linear interpolation service that builds balance dates (purchase date,
1st of each intermediate month, today) and creates `AccountBalance`
records using `updateOrCreate`
- **`app/Http/Controllers/Settings/AccountController.php`** — Calls the
service after real estate detail creation when all three inputs are
present

### Frontend
- **`resources/js/components/accounts/account-form.tsx`** — Added CAGR
auto-calculation via `useEffect` with a `useRef` flag
(`isRevaluationManuallySet`) to avoid overwriting manual user input

### Tests
- **`tests/Feature/Services/RealEstateBalanceGeneratorServiceTest.php`**
(new) — 7 unit tests covering interpolation, edge cases (same-day
purchase, flat values, single month spans)
- **`tests/Feature/RealEstateTest.php`** — 6 new feature tests covering
historical balance generation through the controller (with/without
purchase data, same-day, flat values)

All 38 tests in `RealEstateTest.php` and all 7 service tests pass.
2026-04-15 12:18:33 +00:00
..
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Demo Remove encryption from browser tests and demo user (#129) 2026-02-17 11:45:27 +01:00
AccountMetricsService.php feat: store invested_amount in user currency instead of account currency (#262) 2026-04-06 12:48:13 +02:00
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BudgetPeriodService.php fix(static-analysis): clear phpstan-baseline by fixing all suppressed errors (#183) 2026-03-02 12:22:30 +00:00
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CurrencyConversionService.php feat: Add multi-currency conversion for net worth charts (#138) 2026-02-20 10:45:23 +01:00
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ExchangeRateService.php feat: Add multi-currency conversion for net worth charts (#138) 2026-02-20 10:45:23 +01:00
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PeriodComparator.php Refactor: Optimize category management in CreateDefaultCategories and ResetUserCategories 2025-12-01 15:37:53 +01:00
RealEstateBalanceGeneratorService.php feat(real-estate): auto-calculate revaluation % and generate historical balances (#253) 2026-04-15 12:18:33 +00:00
ResendService.php feat: sync user leads to resend (#283) 2026-04-13 19:56:08 +01:00