github securo-finance/securo v0.3.0

latest releases: v0.13.8, v0.13.7, v0.13.6...
3 months ago

Multi-Currency FX Support

Add end-to-end multi-currency support, allowing users to track transactions, accounts, assets, and budgets with automatic conversion to the user's primary currency.

Backend

  • Integrate Open Exchange Rates API for live and historical FX rates
  • Smart fallback hierarchy: exact date → on-demand fetch → closest available date → 1:1 with warning
  • Store amount_primary and fx_rate_used on transactions, recurring transactions, accounts, and assets
  • Support manual FX override on transaction creation and CSV import
  • Celery tasks for scheduled rate sync and historical backfill
  • Dashboard aggregations, budget comparisons, and reports converted to primary currency
  • Replace hardcoded BRL references with configurable default currency

Frontend

  • Converted primary currency amount shown alongside original on transactions list and drill-down
  • Currency flags and fx_fallback warnings when 1:1 rate is used
  • Currency selector in transaction dialog with manual rate override
  • Accounts, assets, budgets, and reports updated for multi-currency display
  • Currency formatting utilities and i18n keys (en, pt-BR)

Tests

  • Comprehensive FX rate service tests (1,410 lines)
  • Extended import service tests for FX-aware CSV imports

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