Feat: Adds multi currency support (#88)

database/factories/TransactionFactory.php

@@ -41,28 +41,35 @@ class TransactionFactory extends Factory
     public function yearsAgo(): static
     {
         return $this->state(fn (array $attributes) => [
-            'date' => $this->faker->dateTimeBetween('-5 years', '-3 years')->format('Y-m-d'),
+            'date' => now()->subYears($this->faker->numberBetween(3, 5))->toDateString(),
         ]);
     }
 
     public function lastYear(): static
     {
         return $this->state(fn (array $attributes) => [
-            'date' => now()->subYear()->format('Y-m-d'),
+            'date' => now()->subYear()->toDateString(),
         ]);
     }
 
     public function lastMonth(): static
     {
         return $this->state(fn (array $attributes) => [
-            'date' => now()->subMonth()->format('Y-m-d'),
+            'date' => now()->subMonth()->toDateString(),
         ]);
     }
 
     public function recent(): static
     {
         return $this->state(fn (array $attributes) => [
-            'date' => $this->faker->dateTimeBetween('-2 weeks', 'now')->format('Y-m-d'),
+            'date' => now()->subDays($this->faker->numberBetween(3, 14))->toDateString(),
+        ]);
+    }
+
+    public function date($date): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'date' => $date,
         ]);
     }
 
@@ -80,6 +87,27 @@ class TransactionFactory extends Factory
         ]);
     }
 
+    public function currency($currency): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'currency' => $currency,
+        ]);
+    }
+
+    public function costBasis($cost_basis): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'cost_basis' => $cost_basis,
+        ]);
+    }
+
+    public function salePrice($sale_price): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'sale_price' => $sale_price,
+        ]);
+    }
+
     public function buy(): static
     {
         return $this->state(fn (array $attributes) => [

database/factories/UserFactory.php

@@ -34,6 +34,10 @@ class UserFactory extends Factory
             'two_factor_recovery_codes' => null,
             'remember_token' => Str::random(10),
             'profile_photo_path' => null,
+            'options' => [
+                'display_currency' => 'USD',
+                'locale' => 'en',
+            ],
         ];
     }
 
@@ -46,4 +50,14 @@ class UserFactory extends Factory
             'email_verified_at' => null,
         ]);
     }
+
+    /**
+     * Indicate that the model's currency.
+     */
+    public function currency($currency): static
+    {
+        return $this->state(fn (array $attributes) => array_merge($attributes['options'], [
+            'currency' => $currency,
+        ]));
+    }
 }

database/migrations/0001_01_01_000000_create_users_table.php

@@ -21,6 +21,7 @@ return new class extends Migration
             $table->string('password');
             $table->rememberToken();
             $table->string('profile_photo_path', 2048)->nullable();
+            $table->boolean('admin')->nullable();
             $table->timestamps();
         });
 
@@ -38,6 +39,5 @@ return new class extends Migration
     {
         Schema::dropIfExists('users');
         Schema::dropIfExists('password_reset_tokens');
-        Schema::dropIfExists('sessions');
     }
 };

database/migrations/2021_02_25_041221_create_market_data_table.php

@@ -2,10 +2,8 @@
 
 declare(strict_types=1);
 
-use Database\Seeders\MarketDataSeeder;
 use Illuminate\Database\Migrations\Migration;
 use Illuminate\Database\Schema\Blueprint;
-use Illuminate\Support\Facades\Artisan;
 use Illuminate\Support\Facades\Schema;
 
 class CreateMarketDataTable extends Migration
@@ -34,10 +32,6 @@ class CreateMarketDataTable extends Migration
             $table->timestamps();
         });
 
-        Artisan::call('db:seed', [
-            '--class' => MarketDataSeeder::class,
-            '--force' => true,
-        ]);
     }
 
     /**

database/migrations/2021_02_25_041227_create_daily_change_table.php

@@ -20,10 +20,6 @@ class CreateDailyChangeTable extends Migration
             $table->date('date');
             $table->foreignIdFor(Portfolio::class, 'portfolio_id')->constrained()->onDelete('cascade');
             $table->float('total_market_value', 12, 4)->nullable();
-            $table->float('total_cost_basis', 12, 4)->nullable();
-            $table->float('total_gain', 12, 4)->nullable();
-            $table->float('total_dividends_earned', 12, 4)->nullable();
-            $table->float('realized_gains', 12, 4)->nullable();
             $table->text('annotation')->nullable();
 
             $table->primary(['date', 'portfolio_id']);

database/migrations/2024_11_05_000001_add_user_admin_column.php

@@ -1,30 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-use Illuminate\Database\Migrations\Migration;
-use Illuminate\Database\Schema\Blueprint;
-use Illuminate\Support\Facades\Schema;
-
-return new class extends Migration
-{
-    /**
-     * Run the migrations.
-     */
-    public function up(): void
-    {
-        Schema::table('users', function (Blueprint $table) {
-            $table->boolean('admin')->nullable()->after('profile_photo_path');
-        });
-    }
-
-    /**
-     * Reverse the migrations.
-     */
-    public function down(): void
-    {
-        Schema::table('users', function (Blueprint $table) {
-            $table->dropColumn('admin');
-        });
-    }
-};

database/migrations/2025_12_28_000001_add_multi_currency_support.php

@@ -0,0 +1,164 @@
+<?php
+
+declare(strict_types=1);
+
+use App\Models\CurrencyRate;
+use App\Models\Transaction;
+use Database\Seeders\CurrencySeeder;
+use Database\Seeders\MarketDataSeeder;
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Artisan;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        /**
+         * Add options column to users table
+         */
+        Schema::table('users', function (Blueprint $table) {
+            $table->json('options')->default(json_encode([
+                'locale' => config('app.locale', 'en'),
+                'display_currency' => config('investbrain.base_currency', 'USD'),
+            ]))->after('profile_photo_path');
+        });
+
+        /**
+         * Add _base and currency column to market_data table
+         */
+        Schema::table('market_data', function (Blueprint $table) {
+            $table->float('market_value_base', 12, 4)->nullable()->after('market_value');
+            $table->string('currency', 3)->default(config('investbrain.base_currency'))->after('market_value');
+        });
+        DB::table('market_data')->update([
+            'market_value_base' => DB::raw('market_value'),
+        ]);
+
+        /**
+         * Add _base columns to transactions table
+         */
+        Schema::table('transactions', function (Blueprint $table) {
+            $table->float('cost_basis_base', 12, 4)->nullable()->after('sale_price');
+            $table->float('sale_price_base', 12, 4)->nullable()->after('cost_basis_base');
+        });
+        DB::table('transactions')->update([
+            'cost_basis_base' => DB::raw('cost_basis'),
+            'sale_price_base' => DB::raw('sale_price'),
+        ]);
+        Schema::table('transactions', function (Blueprint $table) {
+            $table->float('cost_basis_base', 12, 4)->nullable(false)->change();
+        });
+
+        /**
+         * Add _base columns to dividends table
+         */
+        Schema::table('dividends', function (Blueprint $table) {
+            $table->float('dividend_amount_base', 12, 4)->nullable()->after('dividend_amount');
+        });
+        DB::table('dividends')->update([
+            'dividend_amount_base' => DB::raw('dividend_amount'),
+        ]);
+        Schema::table('dividends', function (Blueprint $table) {
+            $table->float('dividend_amount_base', 12, 4)->nullable(false)->change();
+        });
+
+        /**
+         * Creates currencies table
+         */
+        Schema::create('currencies', function (Blueprint $table) {
+            $table->string('currency', 3)->primary(); // ISO 4217
+            $table->string('label');
+            $table->timestamps();
+        });
+
+        /**
+         * Creates currency rates table
+         */
+        Schema::create('currency_rates', function (Blueprint $table) {
+            $table->date('date');
+            $table->string('currency', 3);
+            $table->float('rate', 12, 4);
+            $table->timestamps();
+
+            $table->primary(['date', 'currency']);
+        });
+
+        if (config('app.env') != 'testing') {
+
+            Artisan::call('db:seed', [
+                '--class' => CurrencySeeder::class,
+                '--force' => true,
+            ]);
+
+            CurrencyRate::timeSeriesRates(
+                '', // use fake currency to force
+                Transaction::min('date')
+            );
+
+            CurrencyRate::refreshCurrencyData();
+
+            Artisan::call('db:seed', [
+                '--class' => MarketDataSeeder::class,
+                '--force' => true,
+            ]);
+        }
+
+        /**
+         * Cleanup daily change table
+         */
+        if (Schema::hasColumn('daily_change', 'total_cost_basis')) {
+            Schema::table('daily_change', function (Blueprint $table) {
+                $table->dropColumn('total_cost_basis');
+            });
+        }
+        if (Schema::hasColumn('daily_change', 'total_gain')) {
+            Schema::table('daily_change', function (Blueprint $table) {
+                $table->dropColumn('total_gain');
+            });
+        }
+        if (Schema::hasColumn('daily_change', 'total_dividends_earned')) {
+            Schema::table('daily_change', function (Blueprint $table) {
+                $table->dropColumn('total_dividends_earned');
+            });
+        }
+        if (Schema::hasColumn('daily_change', 'realized_gains')) {
+            Schema::table('daily_change', function (Blueprint $table) {
+                $table->dropColumn('realized_gains');
+            });
+        }
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::table('users', function (Blueprint $table) {
+            $table->dropColumn('options');
+        });
+
+        Schema::table('market_data', function (Blueprint $table) {
+            $table->dropColumn('currency');
+            $table->dropColumn('market_value_base');
+        });
+
+        Schema::table('transactions', function (Blueprint $table) {
+            $table->dropColumn('cost_basis_base');
+            $table->dropColumn('sale_price_base');
+        });
+
+        Schema::table('dividends', function (Blueprint $table) {
+            $table->dropColumn('dividend_amount_base');
+        });
+
+        Schema::dropIfExists('currencies');
+
+        Schema::dropIfExists('currency_rates');
+    }
+};

database/seeders/CurrencySeeder.php

@@ -0,0 +1,43 @@
+<?php
+
+declare(strict_types=1);
+
+namespace Database\Seeders;
+
+use App\Models\Currency;
+use Illuminate\Database\Console\Seeds\WithoutModelEvents;
+use Illuminate\Database\Seeder;
+
+class CurrencySeeder extends Seeder
+{
+    use WithoutModelEvents;
+
+    /**
+     * Run the database seeds.
+     */
+    public function run(): void
+    {
+
+        Currency::insert([
+            ['currency' => 'AUD', 'label' => 'Australian Dollar', 'created_at' => now()],
+            ['currency' => 'BRL', 'label' => 'Brazilian Real', 'created_at' => now()],
+            ['currency' => 'GBP', 'label' => 'British Pound', 'created_at' => now()],
+            ['currency' => 'CAD', 'label' => 'Canadian Dollar', 'created_at' => now()],
+            ['currency' => 'CNY', 'label' => 'Chinese Yuan', 'created_at' => now()],
+            ['currency' => 'CZK', 'label' => 'Czech Koruna', 'created_at' => now()],
+            ['currency' => 'DKK', 'label' => 'Danish Krone', 'created_at' => now()],
+            ['currency' => 'EUR', 'label' => 'Euro', 'created_at' => now()],
+            ['currency' => 'HKD', 'label' => 'Hong Kong Dollar', 'created_at' => now()],
+            ['currency' => 'INR', 'label' => 'Indian Rupee', 'created_at' => now()],
+            ['currency' => 'JPY', 'label' => 'Japanese Yen', 'created_at' => now()],
+            ['currency' => 'NZD', 'label' => 'New Zealand Dollar', 'created_at' => now()],
+            ['currency' => 'NOK', 'label' => 'Norwegian Krone', 'created_at' => now()],
+            ['currency' => 'SGD', 'label' => 'Singapore Dollar', 'created_at' => now()],
+            ['currency' => 'KRW', 'label' => 'South Korean Won', 'created_at' => now()],
+            ['currency' => 'ZAR', 'label' => 'South African Rand', 'created_at' => now()],
+            ['currency' => 'SEK', 'label' => 'Swedish Krona', 'created_at' => now()],
+            ['currency' => 'CHF', 'label' => 'Swiss Franc', 'created_at' => now()],
+            ['currency' => 'USD', 'label' => 'United States Dollar', 'created_at' => now()],
+        ]);
+    }
+}

database/seeders/DatabaseSeeder.php

@@ -15,8 +15,6 @@ class DatabaseSeeder extends Seeder
      */
     public function run(): void
     {
-        // User::factory(10)->create();
-
         User::factory()->create([
             'name' => 'Test User',
             'email' => 'test@example.com',

database/seeders/MarketDataSeeder.php

@@ -41,22 +41,21 @@ class MarketDataSeeder extends Seeder
 
                     $data = array_combine($header, $row);
 
+                    $meta_data = json_decode(base64_decode($data['meta_data']), true);
+                    $meta_data['source'] = 'market_data_seeder';
+
                     $this->rows[] = [
                         'symbol' => $data['symbol'],
                         'name' => $data['name'],
-                        'meta_data' => json_encode([
-                            'country' => $data['country'],
-                            'first_trade_year' => $data['first_trade_year'],
-                            'sector' => $data['sector'],
-                            'industry' => $data['industry'],
-                        ]),
+                        'currency' => $data['currency'],
+                        'meta_data' => json_encode($meta_data),
                     ];
 
                     $rowCount++;
 
                     if ($rowCount % $chunkSize == 0) {
-
-                        $this->bulkInsert($this->rows);
+                        DB::table('market_data')->upsert($this->rows, ['symbol'], ['name', 'currency', 'meta_data']);
+                        $this->rows = [];
                     }
                 }
             }