## Summary
- **Bug fix:** Dashboard and accounts index cards displayed the
account's original currency code (e.g. `BTC`) even though balances were
already converted to the user's currency (e.g. `EUR`). Now passes
`displayCurrencyCode` to card components so the label matches the
converted amount.
- **Feature:** Added a currency toggle on the account detail chart to
switch between the account's native currency and the user's main
currency. Extends the balance evolution APIs with `display_*` fields
when conversion applies.
- **First-account restriction:** Restricts first-account creation to
primary (fiat) currencies only, ensuring the user's base currency is
always widely supported.
## Changes
### Bug fix — currency label on cards
- `AccountBalanceCard` / `AccountListCard`: Added `displayCurrencyCode`
prop; all amount renders now use it instead of `account.currency_code`
- `dashboard.tsx`: Passes `netWorthEvolution.currency_code` as
`displayCurrencyCode`
- `Accounts/Index.tsx`: Passes `auth.user.currency_code` as
`displayCurrencyCode`
### Backend — API extension
- `DashboardAnalyticsController`: Both `accountBalanceEvolution()` and
`accountDailyBalanceEvolution()` now return `display_value`,
`display_invested_amount`, `display_mortgage_balance` per data point and
a top-level `display_currency_code` when the account currency differs
from the user's
### Frontend — currency toggle
- New `ChartCurrencyToggle` component with `ToggleGroup` showing
currency code labels (e.g. `BTC` / `EUR`)
- `ChartSettingsPopover`: Extended with optional `currencyToggle` prop
for mobile
- `AccountBalanceChart`: Full integration — all amounts, trends,
tooltips, MoM chart, and equity swap to `display_*` values when toggle
is set to user currency
### First-account currency restriction
- `StoreAccountRequest`: First account limited to primary currency codes
- `AccountForm` / `CreateAccountDialog` / `StepCreateAccount`: Pass
`usePrimaryCurrenciesOnly` when applicable
### Tests
- 5 new Pest tests for `display_*` fields in balance evolution endpoints
- 3 new Vitest tests for `deriveAccountMetrics` (mixed-currency, empty
data, invested amounts)
- 1 new Pest test for first-account BTC rejection
## Summary
- Subsequent syncs (every 6h) now only process recent data instead of
re-syncing full history, reducing unnecessary API calls and database
writes
- Full sync still runs automatically on first connection and can be
forced anytime with `banking:sync --full`
- Centralizes `isFirstSync` logic in `SyncBankingConnectionJob` and
propagates the `fullSync` flag through the entire chain: Command →
`SyncAllBankingConnectionsJob` → `SyncBankingConnectionJob` → provider
services
## Changes by provider
- **Indexa Capital**: Skips portfolio entries older than the last
recorded balance date on incremental syncs (the API doesn't support date
filtering, so filtering is done client-side)
- **Binance**: Reuses stored `invested_amount` from the database on
subsequent syncs instead of fetching up to 2 years of deposit/withdrawal
history in 90-day windows
- **EnableBanking / Bitpanda**: Already minimal — no changes needed
## Testing
- Fixed 6 existing Binance tests to pass `isFirstSync: true` for
invested amount calculation
- Added 7 new tests covering incremental sync behavior, full sync
override, and `--full` flag propagation
## Why
Investment and retirement accounts show balance over time, but there's
no way to see how much money was actually put in versus how much is
current value. Users can't tell at a glance whether their investments
are up or down.
## What
Adds an "invested amount" tracking system across the full stack:
**Backend**
- New `invested_amount` column on `account_balances` (nullable
bigInteger, cents, per-date)
- Auto-sync from providers: Indexa Capital (instruments_cost +
cash_amount), Bitpanda (fiat deposit/withdrawal history), Binance
(90-day windowed deposit/withdrawal with crypto→fiat conversion)
- Manual input support via Update Balance dialog
- Historical invested amount data in all balance evolution APIs (net
worth, account detail)
**Frontend**
- Dashed line on sparkline charts (dashboard + accounts page) showing
per-point historical invested amount alongside balance
- Dashed line on account detail charts (daily AreaChart + monthly
ComposedChart)
- Tooltips with labeled rows: Balance, Invested, Gain/loss (color-coded)
- Invested amount column in balances history modal
- Invested amount field in balance import wizard (CSV mapping)
- Demo account seeder updated with invested amount data
## Screenshots
<img width="1301" height="750" alt="image"
src="https://github.com/user-attachments/assets/0f05ecd0-8b98-47b4-9fa4-027f0311e3bb"
/>
<img width="744" height="374" alt="image"
src="https://github.com/user-attachments/assets/c4daa816-dee0-4f94-957f-317a13bc80d5"
/>
<img width="1267" height="738" alt="image"
src="https://github.com/user-attachments/assets/21df350c-6954-4ff5-8b3c-b858df3a8b3a"
/>
<img width="1301" height="828" alt="image"
src="https://github.com/user-attachments/assets/16f5f021-a926-4e8e-a999-c4ca32d1ea3d"
/>
<img width="1274" height="845" alt="image"
src="https://github.com/user-attachments/assets/62f2dfc0-04f0-4bdb-b072-cf7cd1be77d3"
/>
## Summary
- Adds Binance as a third banking provider alongside EnableBanking and
Indexa Capital
- Binance appears in the institution list for **all countries**, with
the full list sorted alphabetically
- Creates a single "Crypto Portfolio" investment account with total
portfolio value converted to the user's preferred currency
- Supports direct fiat pairs (e.g. BTCEUR), USD stablecoin 1:1 mapping,
and USDT fallback conversion
## Changes
- **Migration**: adds encrypted `api_secret` column to
`banking_connections`
- **BinanceClient**: HMAC-SHA256 authenticated API client for account
data and ticker prices
- **BinanceBalanceSyncService**: converts all non-zero balances to fiat
via direct pairs or USDT fallback
- **BinanceController + ConnectBinanceRequest**: validates credentials,
creates connection and single account
- **SyncBankingConnectionJob**: new `syncBinance()` branch
- **AccountMappingController**: Binance uses Investment account type
- **Frontend**: Binance institution for all countries, API Key + Secret
form fields, alphabetically sorted list
- **Factory**: `binance()` state on `BankingConnectionFactory`
## Test plan
- [x] `BinanceControllerTest` — 6 tests (valid connection, invalid
credentials, account-mapping flag, feature flag, validation, user
currency)
- [x] `BinanceBalanceSyncTest` — 7 tests (direct EUR pair, USDT
fallback, USD stablecoins, locked balances, same-date update, empty
balances, missing external ID)
- [x] Full test suite passes (545 tests)
- [x] Manual: open connection dialog → select any country → Binance
appears alphabetically → select Binance → API Key + Secret form →
connect
Víctor Falcón