whisper-money/app/Services
Víctor Falcón c3ff4c684a
feat: store invested_amount in user currency instead of account currency (#262)
## Summary

- **Store `invested_amount` in user's currency** (e.g. EUR) instead of
the account's currency (e.g. BTC), since it represents "how much of my
money did I put in" — a concept tied to the user's home currency.
- **Flip `display_invested_amount`** in API responses: now converts from
user currency → account currency (previously account → user), for the
chart's account-currency toggle mode.
- **Remove redundant conversions** in `AccountMetricsService` since
invested amounts are already in user currency after sync.

## Changes

### Backend (5 files)
- **BinanceBalanceSyncService** — convert to
`$account->user->currency_code` instead of `$account->currency_code`
- **BitpandaBalanceSyncService** — same currency target change
- **IndexaCapitalBalanceSyncService** — inject
`CurrencyConversionService`, convert invested amount float to user
currency before storing as cents
- **DashboardAnalyticsController** — flip `display_invested_amount`
conversion direction (user→account) in both monthly and daily endpoints
- **AccountMetricsService** — remove 4 now-redundant invested_amount
conversion spots (values already in user currency)

### Frontend (6 files)
- **update-balance-dialog.tsx** — invested amount input uses user
currency
- **balances-modal.tsx** — invested amount display and edit uses user
currency
- **account-balance-chart.tsx** — currency toggle: user-currency mode
keeps invested_amount as-is; account-currency mode swaps to
`display_invested_amount`
- **import-balances-drawer.tsx** — passes `investedAmountCurrencyCode`
(user currency) to sub-components
- **import-balance-step-mapping.tsx** /
**import-balance-step-preview.tsx** — format invested amounts in user
currency

### Tests (2 files)
- **IndexaCapitalBalanceSyncTest** — use `app()` instead of `new`
(constructor now has DI), pin account currency to USD for deterministic
assertions
- **DashboardAnalyticsTest** — add EUR-based exchange rate, flip
assertion from `/ 0.90` to `* 0.90`
2026-04-06 12:48:13 +02:00
..
Banking feat: store invested_amount in user currency instead of account currency (#262) 2026-04-06 12:48:13 +02:00
Demo Remove encryption from browser tests and demo user (#129) 2026-02-17 11:45:27 +01:00
AccountMetricsService.php feat: store invested_amount in user currency instead of account currency (#262) 2026-04-06 12:48:13 +02:00
AutomationRuleService.php feat(rules): move automation rule evaluation to the backend (#168) 2026-03-01 10:37:12 +01:00
BalanceLookup.php fix(static-analysis): clear phpstan-baseline by fixing all suppressed errors (#183) 2026-03-02 12:22:30 +00:00
BudgetPeriodService.php fix(static-analysis): clear phpstan-baseline by fixing all suppressed errors (#183) 2026-03-02 12:22:30 +00:00
BudgetTransactionService.php fix(budgets): handle refunds correctly in budget spending calculations (#152) 2026-02-24 21:12:36 +01:00
CurrencyConversionService.php feat: Add multi-currency conversion for net worth charts (#138) 2026-02-20 10:45:23 +01:00
CurrencyOptions.php feat(settings): centralize currency options and split profile/account support (#256) 2026-04-02 19:23:10 +02:00
ExchangeRateService.php feat: Add multi-currency conversion for net worth charts (#138) 2026-02-20 10:45:23 +01:00
LoanAmortizationService.php fix(loans): project monthly balances from actual entries instead of original params (#259) 2026-04-04 15:57:29 +01:00
PeriodComparator.php Refactor: Optimize category management in CreateDefaultCategories and ResetUserCategories 2025-12-01 15:37:53 +01:00
ResendService.php feat: Sync new users to Resend contacts (#85) 2026-01-28 21:25:58 +01:00