whisper-money/app/Http/Requests
Víctor Falcón 3d5823728a
feat(settings): centralize currency options and split profile/account support (#256)
## 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
2026-04-02 19:23:10 +02:00
..
Api feat: Decrypt encrypted transactions on key unlock (#123) 2026-02-16 10:37:43 +01:00
OpenBanking feat(open-banking): add update credentials flow for API-key connections (#154) 2026-02-25 13:41:24 +01:00
Settings feat(settings): centralize currency options and split profile/account support (#256) 2026-04-02 19:23:10 +02:00
BulkReEvaluateRulesRequest.php feat(transactions): re-add select all matching filters to bulk actions bar (#169) 2026-03-01 10:27:43 +00:00
BulkUpdateTransactionsRequest.php fix: Check IDOR vulnerabilities (#60) 2026-01-17 09:58:52 +01:00
IndexTransactionRequest.php Move transaction filtering from client-side to server-side (#126) 2026-02-16 12:49:04 +01:00
SetupEncryptionRequest.php E2E Encryption 2025-11-07 14:21:25 +00:00
StoreAccountBalanceRequest.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
StoreBudgetRequest.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
StoreRealEstateDetailRequest.php feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
StoreTransactionRequest.php Remove plaintext-transactions feature flag & E2E references (#116) 2026-02-13 11:10:21 +01:00
StoreUserLeadRequest.php feat(waitlist): waiting list with referral system (#199) 2026-03-04 12:36:47 +01:00
UpdateBudgetRequest.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
UpdateCurrentAccountBalanceRequest.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
UpdateLoanDetailRequest.php feat(accounts): add loan amortization projections for loan accounts (#246) 2026-03-26 15:06:09 +01:00
UpdateRealEstateDetailRequest.php feat(accounts): add market value and annual revaluation to real estate accounts (#245) 2026-03-26 11:02:20 +01:00
UpdateTransactionRequest.php Remove plaintext-transactions feature flag & E2E references (#116) 2026-02-13 11:10:21 +01:00