feat: every page follows the one-currency mode
Totals, info boxes, section headers, group subtotals, shares and the per-currency charts on the dashboard, transactions, search, accounts, merchants, statement, budgets, categories, tags, groups, piggy banks, reports and the category, tag, budget and merchant pages sum into one converted amount when the mode is on; charts split by currency merge into one lane. Inputs, reconciliation and the Foreign column stay exact. Money moved to or from a debt, loan or mortgage no longer counts as income or spending in the transaction list boxes; it shows as From debts and To debts. The running balance of an incoming foreign-currency transfer shows in the account's currency.
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@@ -1,136 +0,0 @@
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import { api } from "#lib/api/client.js";
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import { all } from "#lib/api/lists.js";
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import type { ExchangeRate, Page, TransactionGroup } from "#lib/api/types.js";
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import { formatMoney, toNumber } from "#lib/format.js";
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import { display } from "#lib/money/display.svelte.js";
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import { session } from "#lib/session.svelte.js";
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const OWN_SAMPLE = 100;
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const HOUR_MS = 3_600_000;
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export interface Rate {
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own: boolean;
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rate: number;
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}
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export interface Part {
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amount: number;
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code: string;
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}
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export function median(values: number[]): number {
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const sorted = [...values].sort((a, b) => a - b);
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const mid = Math.floor(sorted.length / 2);
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return sorted.length % 2 ? sorted[mid] : (sorted[mid - 1] + sorted[mid]) / 2;
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}
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class InPrimary {
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get on() {
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return display.on && display.code === session.primary?.code;
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}
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toggle() {
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display.toggle();
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}
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}
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export const inPrimary = new InPrimary();
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function ownRates(
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groups: { attributes: TransactionGroup }[],
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primary: string
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): Record<string, Rate> {
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const implied = new Map<string, number[]>();
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const add = (code: string, rate: number) =>
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implied.set(code, [...(implied.get(code) ?? []), rate]);
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for (const s of groups.flatMap((g) => g.attributes.transactions)) {
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const amount = toNumber(s.amount);
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const foreign = toNumber(s.foreign_amount);
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if (!(amount && foreign && s.foreign_currency_code && s.currency_code)) {
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continue;
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}
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if (s.currency_code === primary) {
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add(s.foreign_currency_code, amount / foreign);
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} else if (s.foreign_currency_code === primary) {
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add(s.currency_code, foreign / amount);
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}
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}
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return Object.fromEntries(
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[...implied].map(([code, values]) => [
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code,
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{ own: true, rate: median(values) },
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])
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);
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}
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function listedRates(
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listed: { attributes: ExchangeRate }[],
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primary: string
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): Record<string, Rate> {
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const rates: Record<string, Rate> = {};
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const dated = new Map<string, string>();
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for (const { attributes: r } of listed) {
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const direct = r.to_currency_code === primary;
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const code = direct ? r.from_currency_code : r.to_currency_code;
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const rate = toNumber(r.rate);
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const date = r.date ?? "";
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const usable = direct || r.from_currency_code === primary;
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if (code && rate && usable && date >= (dated.get(code) ?? "")) {
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dated.set(code, date);
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rates[code] = { own: false, rate: direct ? rate : 1 / rate };
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}
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}
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return rates;
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}
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async function loadRates(primary: string): Promise<Record<string, Rate>> {
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const [listed, own] = await Promise.all([
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all<ExchangeRate>("/v1/exchange-rates"),
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api<Page<TransactionGroup>>("/v1/search/transactions", {
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query: { limit: OWN_SAMPLE, query: "has_foreign_amount:true" },
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}),
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]);
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return {
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...ownRates(own.data, primary),
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...listedRates(listed, primary),
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[primary]: { own: false, rate: 1 },
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};
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}
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export const ratesQuery = () => ({
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enabled: inPrimary.on,
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queryFn: () => loadRates(session.primary?.code ?? ""),
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queryKey: ["dashboard-rates", session.primary?.code ?? ""],
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staleTime: HOUR_MS,
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});
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export function inPrimaryTotal(
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parts: Part[],
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rates: Record<string, Rate> | undefined
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): number | null {
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if (!(inPrimary.on && rates)) {
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return null;
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}
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let total = 0;
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for (const part of parts) {
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const rate = rates[part.code];
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if (!rate) {
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return null;
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}
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total += part.amount * rate.rate;
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}
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return total;
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}
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export function formatPrimary(amount: number, signed = false): string {
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const { primary } = session;
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return `≈${formatMoney(
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{
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amount,
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code: primary?.code,
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decimals: primary?.decimal_places,
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symbol: primary?.symbol,
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},
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signed
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)}`;
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}
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