whisper-money/app/Http/Controllers
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(settings): centralize currency options and split profile/account support (#256) 2026-04-02 19:23:10 +02:00
OpenBanking chore: Remove account-mapping feature flag (#252) 2026-04-01 12:09:22 +02:00
Settings feat(accounts): add loan amortization projections for loan accounts (#246) 2026-03-26 15:06:09 +01:00
Sync refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
AccountBalanceController.php feat: investment benefits — show gains/losses on investment accounts (#140) 2026-02-23 13:59:10 +01:00
AccountController.php feat(accounts): merge real estate accounts with linked mortgages in UI (#248) 2026-03-26 20:54:12 +01:00
BudgetController.php chore: upgrade Laravel 12 to 13 (#242) 2026-03-25 12:56:33 +00:00
CashflowController.php feat(cashflow): track transfer categories in trends (#236) 2026-03-18 14:02:47 +00:00
Controller.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
DashboardController.php feat(dashboard): merge real estate accounts with linked mortgages on dashboard 2026-03-26 21:04:13 +01:00
EncryptionController.php Remove unused controllers and routes (#11) 2025-12-04 08:48:17 +01:00
LoanDetailController.php feat(accounts): add loan amortization projections for loan accounts (#246) 2026-03-26 15:06:09 +01:00
OnboardingController.php feat: (Onboarding) add categorization intro screen with benefit cards (#201) 2026-03-05 11:47:12 +01:00
ReEvaluateTransactionRulesController.php feat(transactions): re-add select all matching filters to bulk actions bar (#169) 2026-03-01 10:27:43 +00:00
RealEstateDetailController.php feat(accounts): add real estate asset tracking (#241) 2026-03-24 10:21:32 +00:00
RobotsController.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
SitemapController.php SEO landing page 2025-11-25 11:33:11 +01:00
SubscriptionController.php fix(billing): create Stripe customer before redirecting to billing portal (#206) 2026-03-05 11:58:04 +00:00
TransactionController.php fix(categorizer): fetch uncategorized transactions from backend instead of IndexedDB (#165) 2026-02-28 16:30:54 +00:00
UserLeadController.php feat(waitlist): waiting list with referral system (#199) 2026-03-04 12:36:47 +01:00