whisper-money/database/migrations
Víctor Falcón b743cad803
feat: Add multi-currency conversion for net worth charts (#138)
## Why

### Problem

Users with accounts in multiple currencies see raw balances on the net
worth chart without any conversion. A user with a USD-denominated
profile who also holds EUR and GBP accounts sees misleading totals — the
chart simply sums cents across currencies as if they were the same unit.

## What

### Changes

- **`ExchangeRateService`** — New service that wraps
`CurrencyConversionService` with DB-level caching. Checks the
`exchange_rates` table first, falls back to the external CDN API on
cache miss, and stores the full rate blob for future lookups.
- **`exchange_rates` migration + model** — New table with
`(base_currency, date)` unique constraint storing JSON rate blobs.
Includes factory.
- **`CurrencyConversionService`** — Made `getRatesForCurrency()` public
so `ExchangeRateService` can delegate to it.
- **`DashboardAnalyticsController`** — `netWorthEvolution` and
`netWorthDailyEvolution` endpoints now convert every account balance
from `account.currency_code` to `user.currency_code`. Response includes
`currency_code` field and `_original` data for foreign-currency
accounts.
- **Future date capping** — `ExchangeRateService::getRates()` caps any
future date to today, since the currency API only serves historical
rates. Prevents 500 errors when the chart requests end-of-month rates
for the current (incomplete) month.
- **Frontend charts** — Simplified to single-currency display. Removed
multi-currency `TotalDisplay` component; the chart header and tooltip
now show amounts in the user's currency. Foreign-currency accounts show
their original amount inline in the tooltip (e.g., "€2,000.00 →
$2,222.22").
- **`valueFormatter` type fix** — Changed return type from `string` to
`React.ReactNode` in chart component interfaces to match actual usage
with `AmountDisplay`.

## Screenshot
<img width="1266" height="649" alt="image"
src="https://github.com/user-attachments/assets/6f661840-3f65-49fe-9948-d4cfd6c6ef0e"
/>
2026-02-20 10:45:23 +01:00
..
0001_01_01_000000_create_users_table.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
0001_01_01_000001_create_cache_table.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
0001_01_01_000002_create_jobs_table.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
2025_08_26_100418_add_two_factor_columns_to_users_table.php Set up a fresh Laravel app 2025-11-07 12:01:36 +00:00
2025_11_07_135255_add_encryption_salt_to_users_table.php E2E Encryption 2025-11-07 14:21:25 +00:00
2025_11_07_135256_create_encrypted_messages_table.php E2E Encryption 2025-11-07 14:21:25 +00:00
2025_11_07_150038_create_banks_table.php feat: Add financial models and seeders 2025-11-07 15:45:28 +00:00
2025_11_07_150122_create_accounts_table.php feat: Add financial models and seeders 2025-11-07 15:45:28 +00:00
2025_11_07_150613_create_categories_table.php feat: Add financial models and seeders 2025-11-07 15:45:28 +00:00
2025_11_07_150659_create_transactions_table.php feat: Add financial models and seeders 2025-11-07 15:45:28 +00:00
2025_11_07_184056_modify_banks_table_add_user_id_and_simplify_name.php Banks accounts 2025-11-07 19:19:29 +00:00
2025_11_07_185018_change_banks_logo_to_text.php Banks accounts 2025-11-07 19:19:29 +00:00
2025_11_08_140230_change_transactions_id_to_uuid.php Update transaction amount to bigint 2025-11-15 20:53:47 +01:00
2025_11_08_141344_make_category_id_nullable_in_transactions_table.php Sync transactions 2025-11-08 14:17:16 +00:00
2025_11_08_144530_add_soft_deletes_to_transactions_table.php Transactions page 2025-11-08 23:38:35 +00:00
2025_11_10_110100_create_automation_rules_table.php Automation rules 2025-11-10 12:08:58 +00:00
2025_11_15_172640_create_account_balances_table.php Add account balances 2025-11-15 20:27:18 +01:00
2025_11_15_175636_change_transactions_amount_to_bigint.php Update transaction amount to bigint 2025-11-15 20:53:47 +01:00
2025_11_15_195739_convert_all_ids_to_uuid.php fix: migration history 2025-12-30 07:22:19 +01:00
2025_11_18_184409_create_user_leads_table.php Merge pull request #1 from whisper-money/landing-page 2025-11-24 12:11:35 +01:00
2025_11_28_104227_add_source_to_transactions_table.php Save transaction source (manually_created, or imported) 2025-11-28 12:36:48 +01:00
2025_11_29_170353_add_type_to_categories_table.php Add category type field support (#2) 2025-12-01 20:19:47 +01:00
2025_11_29_170955_fix_account_balances_unique_constraint.php fix: migration history 2025-12-30 07:22:19 +01:00
2025_12_01_101443_add_unique_constraint_to_categories_table.php Add unique constraint to categories table and update factory data 2025-12-01 11:19:16 +01:00
2025_12_06_112515_create_customer_columns.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_06_112516_create_subscriptions_table.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_06_112517_create_subscription_items_table.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_06_112518_add_meter_id_to_subscription_items_table.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_06_112519_add_meter_event_name_to_subscription_items_table.php Subscriptions (#15) 2025-12-06 19:09:56 +01:00
2025_12_10_142006_add_onboarded_at_to_users_table.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
2025_12_12_092647_create_labels_table.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
2025_12_12_092650_create_label_transaction_table.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
2025_12_12_092651_create_automation_rule_labels_table.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
2025_12_12_141955_update_labels_unique_constraint_include_deleted_at.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
2025_12_16_151952_create_user_mail_logs_table.php feat: Implement drip email campaign system (#35) 2025-12-30 07:22:18 +01:00
2025_12_19_092437_create_budgets_table.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
2025_12_19_092443_create_budget_periods_table.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
2025_12_19_092446_create_budget_transactions_table.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
2025_12_20_154221_create_features_table.php Add Cashflow Analytics Feature (#49) 2026-01-05 13:06:50 +01:00
2025_12_29_063338_add_currency_code_to_users_table.php Add Budgeting Feature to Track and Manage Spending (#36) 2026-01-21 15:25:50 +01:00
2026_01_08_192757_add_email_identifier_to_user_mail_logs.php feat: Send custom emails to users (#52) 2026-01-09 09:33:19 +01:00
2026_01_08_204223_update_user_mail_logs_unique_constraint.php feat: Send custom emails to users (#52) 2026-01-09 09:33:19 +01:00
2026_01_21_151353_add_indexes_for_budget_transaction_assignment.php feat: Load transactions history on budget created (#72) 2026-01-22 11:10:15 +01:00
2026_01_22_071325_add_processing_historical_to_budget_periods.php feat: Load transactions history on budget created (#72) 2026-01-22 11:10:15 +01:00
2026_01_22_143232_add_locale_to_users_table.php feat: Spanish localization (#74) 2026-02-08 11:58:08 +01:00
2026_02_09_110624_add_encrypted_to_accounts_table.php Remove encryption from bank account names (#104) 2026-02-09 14:15:26 +01:00
2026_02_09_131403_make_description_iv_nullable_on_transactions.php feat: Plaintext transactions behind feature flag (#105) 2026-02-10 14:31:24 +01:00
2026_02_09_144915_create_banking_connections_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_09_144959_add_banking_connection_fields_to_accounts_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_09_144959_add_external_transaction_id_to_transactions_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_10_085759_add_aspsp_logo_to_banking_connections_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_10_095639_add_raw_data_to_transactions_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_11_113115_add_pending_accounts_data_to_banking_connections_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_11_113119_add_linked_at_to_accounts_table.php feat: Integrate EnableBanking as open banking provider (#106) 2026-02-12 09:09:28 +01:00
2026_02_13_083716_add_original_description_to_transactions_table.php feat: Add per-bank description formatter for bank-synced transactions (#120) 2026-02-13 09:54:58 +01:00
2026_02_18_084241_add_api_token_to_banking_connections_table.php feat: Add Indexa Capital integration (#130) 2026-02-18 10:42:13 +01:00
2026_02_18_110556_add_api_secret_to_banking_connections_table.php feat: Add Binance integration (#131) 2026-02-18 15:23:46 +01:00
2026_02_20_074846_create_exchange_rates_table.php feat: Add multi-currency conversion for net worth charts (#138) 2026-02-20 10:45:23 +01:00