whisper-money/tests/Feature
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
..
Api Remove encryption from bank account names (#104) 2026-02-09 14:15:26 +01:00
Auth fix: Disable email verification on dev/local 2026-02-07 17:52:53 +01:00
Console Remove encryption from browser tests and demo user (#129) 2026-02-17 11:45:27 +01:00
Jobs/Drip Add subscription cancellation email with manual trigger command (#47) 2025-12-30 20:32:44 +01:00
Listeners chore: Sync users to Resend after email verification (#98) 2026-02-03 22:59:28 +01:00
Onboarding User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
OpenBanking feat: Add Bitpanda exchange integration (#132) 2026-02-19 09:26:31 +01:00
Settings Remove encryption from bank account names (#104) 2026-02-09 14:15:26 +01:00
Sync refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
AccountBalanceControllerTest.php Accounts: new pages to list, and see account details (#13) 2025-12-05 14:33:18 +01:00
AccountControllerTest.php test: Fix Carbon month overflow in date calculations (#87) 2026-02-01 11:33:09 +01:00
AutomationRuleEvaluationTest.php feat: Apply automation rules to bank-synced transactions (#112) 2026-02-12 14:20:55 +01:00
AutomationRuleTest.php chore: Simplify IndexedDB sync by moving to Inertia shared props (#63) 2026-01-19 19:15:26 +01:00
BudgetHistoricalAssignmentTest.php Remove budgets feature flag (#108) 2026-02-12 09:58:01 +01:00
BudgetPeriodDateTest.php Remove budgets feature flag (#108) 2026-02-12 09:58:01 +01:00
BudgetTest.php Remove budgets feature flag (#108) 2026-02-12 09:58:01 +01:00
BudgetTransactionServiceTest.php feat: Load transactions history on budget created (#72) 2026-01-22 11:10:15 +01:00
BulkUpdateTransactionsTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
CashflowAnalyticsTest.php test: Fix Carbon month overflow in date calculations (#87) 2026-02-01 11:33:09 +01:00
CurrencyConversionServiceTest.php feat: Add Binance integration (#131) 2026-02-18 15:23:46 +01:00
DashboardAnalyticsTest.php feat: Add multi-currency conversion for net worth charts (#138) 2026-02-20 10:45:23 +01:00
DashboardTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
DecryptTransactionsTest.php feat: Decrypt encrypted transactions on key unlock (#123) 2026-02-16 10:37:43 +01:00
DeleteUserCommandTest.php test: Optimize tests performance 2026-01-17 19:20:23 +01:00
DemoAccountRestrictionsTest.php test: Optimize DemoAccountRestrictionsTest to run under 10s 2026-01-28 21:27:27 +01:00
EncryptionTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
ExampleTest.php Install Pest 2025-11-07 12:01:58 +00:00
ExchangeRateServiceTest.php feat: Add multi-currency conversion for net worth charts (#138) 2026-02-20 10:45:23 +01:00
IdorVulnerabilityTest.php refactor: Simplify transaction endpoints architecture (#76) 2026-01-25 16:15:17 +01:00
ImportDataTest.php fix: Apply automation rule labels on transaction creation and import (#79) 2026-01-27 11:11:29 +01:00
InertiaSharedDataTest.php SEO landing page 2025-11-25 11:33:11 +01:00
LabelTest.php feat: add transaction labels feature (#24) 2025-12-13 13:02:19 +01:00
PlaintextTransactionsTest.php Remove plaintext-transactions feature flag & E2E references (#116) 2026-02-13 11:10:21 +01:00
PwaTest.php feat: Improve PWA standalone experience and redirect to dashboard (#90) 2026-02-01 11:33:10 +01:00
ResendSyncCommandTest.php feat: Sync new users to Resend contacts (#85) 2026-01-28 21:25:58 +01:00
SitemapTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
SubscriptionTest.php User Onboarding Flow (#23) 2025-12-12 13:06:08 +01:00
SyncBankingConnectionsCommandTest.php feat: Add --user and --connection filters to banking:sync command (#122) 2026-02-13 17:35:07 +01:00
TransactionFilterTest.php Move transaction filtering from client-side to server-side (#126) 2026-02-16 12:49:04 +01:00
TransactionTest.php Move transaction filtering from client-side to server-side (#126) 2026-02-16 12:49:04 +01:00
UserLeadTest.php Add User Lead functionality and tests 2025-11-25 10:31:25 +01:00