fix(currency): show and settle foreign transactions in AUD
ci / lint-test (push) Successful in 1m24s

The transactions page rendered the statement's native amount through a
formatter hardcoded to AUD, so a USD row displayed its USD figure labelled as
dollars while every analytics query counted the converted amount_aud. Same
transaction, two different numbers depending on the page.

getTransactions now returns the statement currency, the amount column shows
amount_aud with the native figure beneath it when the two differ, and the split
and duplicate modals seed from the converted amount (a duplicate becomes a
manual AUD row, so the native figure would be wrong there).

Settlement balances had the same split: getParticipantBalances and the
per-participant balance route summed raw amount while trip totals summed
amount_aud, so a shared foreign expense would net a USD figure against AUD
ones. All three now agree on amount_aud. No change to current balances - every
statement in the database is AUD today - but correct once Wise data lands.
This commit is contained in:
2026-07-26 10:00:15 +10:00
parent 315bc06d0d
commit 02495e4173
3 changed files with 24 additions and 8 deletions
+8 -2
View File
@@ -34,6 +34,9 @@ export interface TransactionRow {
effective_merchant: string;
// statement context (null for manual transactions)
bank_name: string;
// Native currency of the statement this row came from ('AUD' for manual rows).
// `amount` is in this currency; `amount_aud` is the converted figure.
currency: string;
owner_id: number;
owner_name: string;
// tags
@@ -198,6 +201,7 @@ export async function getTransactions(ownerId: number, filters: TransactionFilte
COALESCE(o.category_override, t.category) as effective_category,
COALESCE(o.merchant_normalized, t.merchant_normalized, t.merchant_name) as effective_merchant,
COALESCE(s.bank_name, 'Manual') as bank_name,
COALESCE(s.currency, 'AUD') as currency,
COALESCE(t.owner_id, s.owner_id) as owner_id,
p.name as owner_name,
COALESCE(src.created_at, t.created_at) as created_at,
@@ -362,8 +366,10 @@ export async function getParticipantBalances(ownerId: number, tagIds?: number[])
LEFT JOIN (
-- They owe me: their splits on transactions I own
-- Settle in AUD: on a foreign-currency row the amount column is in its own
-- currency, so splitting on it nets a USD figure against AUD ones.
SELECT ts.participant_id AS pid,
(CASE WHEN t.transaction_type IN ('debit', 'fee', 'interest') THEN t.amount ELSE -t.amount END) * ts.share_percent / 100 AS signed_amount,
(CASE WHEN t.transaction_type IN ('debit', 'fee', 'interest') THEN COALESCE(t.amount_aud, t.amount) ELSE -COALESCE(t.amount_aud, t.amount) END) * ts.share_percent / 100 AS signed_amount,
1 AS split_count
FROM transaction_splits ts
JOIN transactions t ON t.id = ts.transaction_id
@@ -376,7 +382,7 @@ export async function getParticipantBalances(ownerId: number, tagIds?: number[])
-- I owe them: my splits on transactions they own
SELECT COALESCE(t.owner_id, s.owner_id) AS pid,
-((CASE WHEN t.transaction_type IN ('debit', 'fee', 'interest') THEN t.amount ELSE -t.amount END) * ts.share_percent / 100) AS signed_amount,
-((CASE WHEN t.transaction_type IN ('debit', 'fee', 'interest') THEN COALESCE(t.amount_aud, t.amount) ELSE -COALESCE(t.amount_aud, t.amount) END) * ts.share_percent / 100) AS signed_amount,
0 AS split_count
FROM transaction_splits ts
JOIN transactions t ON t.id = ts.transaction_id