Add currency and exchange rate with Frankfurter per expense

This commit is contained in:
Steven Sengchanh
2025-04-17 01:14:01 +02:00
parent 2814811aea
commit d641540b65
13 changed files with 834 additions and 167 deletions

View File

@@ -138,6 +138,10 @@
"label": "Income date",
"description": "Enter the date the income was received."
},
"currencyField": {
"label": "Currency of income",
"description": "The currency in which the income was received."
},
"categoryFieldDescription": "Select the income category.",
"paidByField": {
"label": "Received by",
@@ -162,6 +166,10 @@
"label": "Expense date",
"description": "Enter the date the expense was paid."
},
"currencyField": {
"label": "Currency of expense",
"description": "The currency in which the expense was paid."
},
"categoryFieldDescription": "Select the expense category.",
"paidByField": {
"label": "Paid by",
@@ -186,6 +194,27 @@
"amountField": {
"label": "Amount"
},
"conversionUnavailable": "To set a different currency per expense and convert amounts, select a non-custom currency for the group.",
"originalAmountField": {
"label": "Amount to convert"
},
"conversionRateField": {
"useApi": "Use rates from Frankfurter",
"useCustom": "Use custom rate",
"label": "Exchange rate"
},
"conversionRateState": {
"loading": "Getting exchange rates…",
"success": "Obtained rates:",
"error": "Oops, we could not get the most recent rates.",
"staleRate": "Using rate:",
"noRate": "Enter a custom rate below.",
"currencyNotFound": "Oops, Frankfurter does not have the rate for this currency at this day.",
"noDate": "Enter the expense date to get a conversion rate.",
"dateMismatch": "Rates from date: {date}",
"refresh": "Refresh",
"customRate": "Using custom rate"
},
"isReimbursementField": {
"label": "This is a reimbursement"
},
@@ -327,6 +356,7 @@
"amountRequired": "You must enter an amount.",
"amountNotZero": "The amount must not be zero.",
"amountTenMillion": "The amount must be lower than 10,000,000.",
"ratePositive": "The rate must be strictly greater than zero.",
"paidByRequired": "You must select a participant.",
"paidForMin1": "The expense must be paid for at least one participant.",
"noZeroShares": "All shares must be higher than 0.",

144
package-lock.json generated
View File

@@ -56,6 +56,7 @@
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"sharp": "^0.33.2",
"superjson": "^2.2.1",
"swr": "^2.3.3",
"tailwind-merge": "^1.14.0",
"tailwindcss-animate": "^1.0.7",
"ts-pattern": "^5.0.6",
@@ -5274,6 +5275,126 @@
"url": "https://github.com/sponsors/isaacs"
}
},
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"engines": {
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@@ -10920,7 +11041,6 @@
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"dev": true,
"license": "MIT",
"engines": {
"node": ">=6"
@@ -16730,6 +16850,19 @@
"url": "https://github.com/sponsors/ljharb"
}
},
"node_modules/swr": {
"version": "2.3.3",
"resolved": "https://registry.npmjs.org/swr/-/swr-2.3.3.tgz",
"integrity": "sha512-dshNvs3ExOqtZ6kJBaAsabhPdHyeY4P2cKwRCniDVifBMoG/SVI7tfLWqPXriVspf2Rg4tPzXJTnwaihIeFw2A==",
"license": "MIT",
"dependencies": {
"dequal": "^2.0.3",
"use-sync-external-store": "^1.4.0"
},
"peerDependencies": {
"react": "^16.11.0 || ^17.0.0 || ^18.0.0 || ^19.0.0"
}
},
"node_modules/symbol-tree": {
"version": "3.2.4",
"resolved": "https://registry.npmjs.org/symbol-tree/-/symbol-tree-3.2.4.tgz",
@@ -17249,6 +17382,15 @@
}
}
},
"node_modules/use-sync-external-store": {
"version": "1.5.0",
"resolved": "https://registry.npmjs.org/use-sync-external-store/-/use-sync-external-store-1.5.0.tgz",
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"license": "MIT",
"peerDependencies": {
"react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0"
}
},
"node_modules/util-deprecate": {
"version": "1.0.2",
"resolved": "https://registry.npmjs.org/util-deprecate/-/util-deprecate-1.0.2.tgz",

View File

@@ -64,6 +64,7 @@
"server-only": "^0.0.1",
"sharp": "^0.33.2",
"superjson": "^2.2.1",
"swr": "^2.3.3",
"tailwind-merge": "^1.14.0",
"tailwindcss-animate": "^1.0.7",
"ts-pattern": "^5.0.6",

View File

@@ -0,0 +1,4 @@
-- AlterTable
ALTER TABLE "Expense" ADD COLUMN "conversionRate" DECIMAL(65,30),
ADD COLUMN "originalAmount" INTEGER,
ADD COLUMN "originalCurrency" TEXT;

View File

@@ -16,7 +16,7 @@ model Group {
name String
information String? @db.Text
currency String @default("$")
currencyCode String?
currencyCode String?
participants Participant[]
expenses Expense[]
activities Activity[]
@@ -40,25 +40,28 @@ model Category {
}
model Expense {
id String @id
group Group @relation(fields: [groupId], references: [id], onDelete: Cascade)
expenseDate DateTime @default(dbgenerated("CURRENT_DATE")) @db.Date
title String
category Category? @relation(fields: [categoryId], references: [id])
categoryId Int @default(0)
amount Int
paidBy Participant @relation(fields: [paidById], references: [id], onDelete: Cascade)
paidById String
paidFor ExpensePaidFor[]
groupId String
isReimbursement Boolean @default(false)
splitMode SplitMode @default(EVENLY)
createdAt DateTime @default(now())
documents ExpenseDocument[]
notes String?
id String @id
group Group @relation(fields: [groupId], references: [id], onDelete: Cascade)
expenseDate DateTime @default(dbgenerated("CURRENT_DATE")) @db.Date
title String
category Category? @relation(fields: [categoryId], references: [id])
categoryId Int @default(0)
amount Int
originalAmount Int?
originalCurrency String?
conversionRate Decimal?
paidBy Participant @relation(fields: [paidById], references: [id], onDelete: Cascade)
paidById String
paidFor ExpensePaidFor[]
groupId String
isReimbursement Boolean @default(false)
splitMode SplitMode @default(EVENLY)
createdAt DateTime @default(now())
documents ExpenseDocument[]
notes String?
recurrenceRule RecurrenceRule? @default(NONE)
recurringExpenseLink RecurringExpenseLink?
recurrenceRule RecurrenceRule? @default(NONE)
recurringExpenseLink RecurringExpenseLink?
recurringExpenseLinkId String?
}
@@ -79,16 +82,16 @@ enum SplitMode {
}
model RecurringExpenseLink {
id String @id
groupId String
currentFrameExpense Expense @relation(fields: [currentFrameExpenseId], references: [id], onDelete: Cascade)
currentFrameExpenseId String @unique
id String @id
groupId String
currentFrameExpense Expense @relation(fields: [currentFrameExpenseId], references: [id], onDelete: Cascade)
currentFrameExpenseId String @unique
// Note: We do not want to link to the next expense because once it is created, it should be
// treated as it's own independent entity. This means that if a user wants to delete an Expense
// and any prior related recurring expenses, they'll need to delete them one by one.
nextExpenseCreatedAt DateTime?
nextExpenseDate DateTime
nextExpenseDate DateTime
@@index([groupId])
@@index([groupId, nextExpenseCreatedAt, nextExpenseDate(sort: Desc)])

View File

@@ -1,4 +1,5 @@
import { CategorySelector } from '@/components/category-selector'
import { CurrencySelector } from '@/components/currency-selector'
import { ExpenseDocumentsInput } from '@/components/expense-documents-input'
import { SubmitButton } from '@/components/submit-button'
import { Button } from '@/components/ui/button'
@@ -32,9 +33,11 @@ import {
SelectTrigger,
SelectValue,
} from '@/components/ui/select'
import { Locale } from '@/i18n'
import { randomId } from '@/lib/api'
import { defaultCurrencyList, getCurrency } from '@/lib/currency'
import { RuntimeFeatureFlags } from '@/lib/featureFlags'
import { useActiveUser } from '@/lib/hooks'
import { useActiveUser, useCurrencyRate } from '@/lib/hooks'
import {
ExpenseFormValues,
SplittingOptions,
@@ -51,7 +54,7 @@ import {
import { AppRouterOutput } from '@/trpc/routers/_app'
import { zodResolver } from '@hookform/resolvers/zod'
import { RecurrenceRule } from '@prisma/client'
import { Save } from 'lucide-react'
import { ChevronRight, Save } from 'lucide-react'
import { useLocale, useTranslations } from 'next-intl'
import Link from 'next/link'
import { useSearchParams } from 'next/navigation'
@@ -161,7 +164,7 @@ export function ExpenseForm({
runtimeFeatureFlags: RuntimeFeatureFlags
}) {
const t = useTranslations('ExpenseForm')
const locale = useLocale()
const locale = useLocale() as Locale
const isCreate = expense === undefined
const searchParams = useSearchParams()
@@ -189,6 +192,15 @@ export function ExpenseForm({
amount: String(
amountAsDecimal(expense.amount, groupCurrency),
) as unknown as number, // hack
originalCurrency:
expense.originalCurrency ??
group.currencyCode ??
('' as unknown as undefined),
originalAmount:
expense.originalAmount ?? ('' as unknown as undefined),
conversionRate: expense.conversionRate
? expense.conversionRate.toNumber()
: ('' as unknown as undefined),
category: expense.categoryId,
paidBy: expense.paidById,
paidFor: expense.paidFor.map(({ participantId, shares }) => ({
@@ -216,6 +228,9 @@ export function ExpenseForm({
groupCurrency,
),
) as unknown as number, // hack
originalCurrency: group.currencyCode ?? ('' as unknown as undefined),
originalAmount: '' as unknown as undefined,
conversionRate: '' as unknown as undefined,
category: 1, // category with Id 1 is Payment
paidBy: searchParams.get('from') ?? undefined,
paidFor: [
@@ -239,6 +254,9 @@ export function ExpenseForm({
? new Date(searchParams.get('date') as string)
: new Date(),
amount: (searchParams.get('amount') || 0) as unknown as number, // hack,
originalCurrency: group.currencyCode ?? ('' as unknown as undefined),
originalAmount: '' as unknown as undefined,
conversionRate: '' as unknown as undefined,
category: searchParams.get('categoryId')
? Number(searchParams.get('categoryId'))
: 0, // category with Id 0 is General
@@ -277,6 +295,12 @@ export function ExpenseForm({
? amountAsMinorUnits(shares, groupCurrency)
: shares,
}))
// Currency should be blank if same as group currency
if (!conversionRequired) {
delete values.originalAmount
delete values.originalCurrency
}
return onSubmit(values, activeUserId ?? undefined)
}
@@ -287,6 +311,23 @@ export function ExpenseForm({
const sExpense = isIncome ? 'Income' : 'Expense'
const originalCurrency = getCurrency(
form.getValues('originalCurrency'),
locale,
'Custom',
)
const exchangeRate = useCurrencyRate(
form.watch('expenseDate'),
form.watch('originalCurrency') ?? '',
groupCurrency.code,
)
const conversionRequired =
group.currencyCode &&
group.currencyCode.length &&
originalCurrency.code.length &&
originalCurrency.code !== group.currencyCode
useEffect(() => {
setManuallyEditedParticipants(new Set())
}, [form.watch('splitMode'), form.watch('amount')])
@@ -347,6 +388,71 @@ export function ExpenseForm({
form.watch('splitMode'),
])
const [usingCustomConversionRate, setUsingCustomConversionRate] = useState(
!!form.formState.defaultValues?.conversionRate,
)
useEffect(() => {
if (!usingCustomConversionRate && exchangeRate.data) {
form.setValue('conversionRate', exchangeRate.data)
}
}, [exchangeRate.data, usingCustomConversionRate])
useEffect(() => {
if (!form.getFieldState('originalAmount').isTouched) return
const originalAmount = form.getValues('originalAmount') ?? 0
const conversionRate = form.getValues('conversionRate')
if (conversionRate && originalAmount) {
const rate = Number(conversionRate)
const convertedAmount = originalAmount * rate
if (!Number.isNaN(convertedAmount)) {
const v = enforceCurrencyPattern(
convertedAmount.toFixed(groupCurrency.decimal_digits),
)
const income = Number(v) < 0
setIsIncome(income)
if (income) form.setValue('isReimbursement', false)
form.setValue('amount', Number(v))
}
}
}, [
form.watch('originalAmount'),
form.watch('conversionRate'),
form.getFieldState('originalAmount').isTouched,
])
let conversionRateMessage = ''
if (exchangeRate.isLoading) {
conversionRateMessage = t('conversionRateState.loading')
} else {
let ratesDisplay = ''
if (exchangeRate.data) {
// non breaking spaces so the rate text is not split with line feeds
ratesDisplay = `${form.getValues('originalCurrency')}\xa01\xa0=\xa0${
group.currencyCode
}\xa0${exchangeRate.data}`
}
if (exchangeRate.error) {
if (exchangeRate.error instanceof RangeError && exchangeRate.data)
conversionRateMessage = t('conversionRateState.dateMismatch', {
date: exchangeRate.error.message,
})
else {
conversionRateMessage = t('conversionRateState.error')
}
conversionRateMessage +=
' ' +
(ratesDisplay.length
? `${t('conversionRateState.staleRate')} ${ratesDisplay}`
: t('conversionRateState.noRate'))
} else {
conversionRateMessage = ratesDisplay.length
? `${t('conversionRateState.success')} ${ratesDisplay}`
: t('conversionRateState.currencyNotFound')
}
}
return (
<Form {...form}>
<form onSubmit={form.handleSubmit(submit)}>
@@ -413,11 +519,175 @@ export function ExpenseForm({
)}
/>
<FormField
name="originalCurrency"
render={({ field: { onChange, ...field } }) => (
<FormItem className="sm:order-3">
<FormLabel>{t(`${sExpense}.currencyField.label`)}</FormLabel>
<FormControl>
{group.currencyCode ? (
<CurrencySelector
currencies={defaultCurrencyList(locale, '')}
defaultValue={form.watch(field.name) ?? ''}
isLoading={false}
onValueChange={(v) => onChange(v)}
/>
) : (
<Input
className="text-base"
disabled={true}
{...field}
placeholder={group.currency}
/>
)}
</FormControl>
<FormDescription>
{t(`${sExpense}.currencyField.description`)}{' '}
{!group.currencyCode && t('conversionUnavailable')}
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<div
className={`sm:order-4 ${
!conversionRequired ? 'max-sm:hidden sm:invisible' : ''
} col-span-2 md:col-span-1 space-y-2`}
>
<FormField
control={form.control}
name="originalAmount"
render={({ field: { onChange, ...field } }) => (
<FormItem>
<FormLabel>{t('originalAmountField.label')}</FormLabel>
<div className="flex items-baseline gap-2">
<span>{originalCurrency.symbol}</span>
<FormControl>
<Input
className="text-base max-w-[120px]"
type="text"
inputMode="decimal"
placeholder="0.00"
onChange={(event) => {
const v = enforceCurrencyPattern(event.target.value)
onChange(v)
}}
{...field}
onFocus={(e) => {
const target = e.currentTarget
setTimeout(() => target.select(), 1)
}}
/>
</FormControl>
</div>
<FormDescription>
{isNaN(form.getValues('expenseDate').getTime()) ? (
t('conversionRateState.noDate')
) : form.getValues('expenseDate') &&
!usingCustomConversionRate ? (
<>
{conversionRateMessage}
{!exchangeRate.isLoading && (
<Button
className="h-auto py-0"
variant="link"
onClick={() => exchangeRate.refresh()}
>
{t('conversionRateState.refresh')}
</Button>
)}
</>
) : (
t('conversionRateState.customRate')
)}
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<Collapsible
open={usingCustomConversionRate}
onOpenChange={setUsingCustomConversionRate}
>
<CollapsibleTrigger asChild>
<Button variant="link" className="-mx-4">
{usingCustomConversionRate
? t('conversionRateField.useApi')
: t('conversionRateField.useCustom')}
</Button>
</CollapsibleTrigger>
<CollapsibleContent>
<FormField
control={form.control}
name="conversionRate"
render={({ field: { onChange, ...field } }) => (
<FormItem
className={`sm:order-4 ${
!conversionRequired
? 'max-sm:hidden sm:invisible'
: ''
}`}
>
<FormLabel>{t('conversionRateField.label')}</FormLabel>
<div className="flex items-baseline gap-2">
<span>
{originalCurrency.symbol} 1 = {group.currency}
</span>
<FormControl>
<Input
className="text-base max-w-[120px]"
type="text"
inputMode="decimal"
placeholder="0.00"
onChange={(event) => {
const v = enforceCurrencyPattern(
event.target.value,
)
onChange(v)
}}
{...field}
onFocus={(e) => {
const target = e.currentTarget
setTimeout(() => target.select(), 1)
}}
/>
</FormControl>
</div>
<FormMessage />
</FormItem>
)}
/>
</CollapsibleContent>
</Collapsible>
</div>
<FormField
control={form.control}
name="category"
render={({ field }) => (
<FormItem className="order-3 sm:order-2">
<FormLabel>{t('categoryField.label')}</FormLabel>
<CategorySelector
categories={categories}
defaultValue={
form.watch(field.name) // may be overwritten externally
}
onValueChange={field.onChange}
isLoading={isCategoryLoading}
/>
<FormDescription>
{t(`${sExpense}.categoryFieldDescription`)}
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="amount"
render={({ field: { onChange, ...field } }) => (
<FormItem className="sm:order-3">
<FormItem className="sm:order-5">
<FormLabel>{t('amountField.label')}</FormLabel>
<div className="flex items-baseline gap-2">
<span>{group.currency}</span>
@@ -470,28 +740,6 @@ export function ExpenseForm({
)}
/>
<FormField
control={form.control}
name="category"
render={({ field }) => (
<FormItem className="order-3 sm:order-2">
<FormLabel>{t('categoryField.label')}</FormLabel>
<CategorySelector
categories={categories}
defaultValue={
form.watch(field.name) // may be overwritten externally
}
onValueChange={field.onChange}
isLoading={isCategoryLoading}
/>
<FormDescription>
{t(`${sExpense}.categoryFieldDescription`)}
</FormDescription>
<FormMessage />
</FormItem>
)}
/>
<FormField
control={form.control}
name="paidBy"
@@ -628,7 +876,7 @@ export function ExpenseForm({
data-id={`${id}/${form.getValues().splitMode}/${
group.currency
}`}
className="flex items-center border-t last-of-type:border-b last-of-type:!mb-4 -mx-6 px-6 py-3"
className="flex flex-wrap gap-y-4 items-center border-t last-of-type:border-b last-of-type:!mb-4 -mx-6 px-6 py-3"
>
<FormItem className="flex-1 flex flex-row items-start space-x-3 space-y-0">
<FormControl>
@@ -712,106 +960,209 @@ export function ExpenseForm({
)}
</FormLabel>
</FormItem>
{form.getValues().splitMode !== 'EVENLY' && (
<FormField
name={`paidFor[${field.value.findIndex(
({ participant }) => participant === id,
)}].shares`}
render={() => {
const sharesLabel = (
<span
className={cn('text-sm', {
'text-muted': !field.value?.some(
({ participant }) =>
participant === id,
),
})}
>
{match(form.getValues().splitMode)
.with('BY_SHARES', () => (
<>{t('shares')}</>
))
.with('BY_PERCENTAGE', () => <>%</>)
.with('BY_AMOUNT', () => (
<>{group.currency}</>
))
.otherwise(() => (
<></>
))}
</span>
)
return (
<div>
<div className="flex gap-1 items-center">
{form.getValues().splitMode ===
'BY_AMOUNT' && sharesLabel}
<FormControl>
<Input
key={String(
!field.value?.some(
({ participant }) =>
participant === id,
),
)}
className="text-base w-[80px] -my-2"
type="text"
disabled={
!field.value?.some(
({ participant }) =>
participant === id,
)
}
value={
field.value?.find(
({ participant }) =>
participant === id,
)?.shares
}
onChange={(event) => {
field.onChange(
field.value.map((p) =>
p.participant === id
? {
participant: id,
shares:
enforceCurrencyPattern(
event.target.value,
),
}
: p,
<div className="flex">
{form.getValues().splitMode === 'BY_AMOUNT' &&
!!conversionRequired && (
<FormField
name={`paidFor[${field.value.findIndex(
({ participant }) => participant === id,
)}].originalAmount`}
render={() => {
const sharesLabel = (
<span
className={cn('text-sm', {
'text-muted': !field.value?.some(
({ participant }) =>
participant === id,
),
})}
>
{originalCurrency.symbol}
</span>
)
return (
<div>
<div className="flex gap-1 items-center">
{sharesLabel}
<FormControl>
<Input
key={String(
!field.value?.some(
({ participant }) =>
participant === id,
),
)}
className="text-base w-[80px] -my-2"
type="text"
inputMode="decimal"
disabled={
!field.value?.some(
({ participant }) =>
participant === id,
)
}
value={
field.value.find(
({ participant }) =>
participant === id,
)?.originalAmount ?? ''
}
onChange={(event) => {
const originalAmount = Number(
event.target.value,
)
let convertedAmount = ''
if (
!Number.isNaN(
originalAmount,
) &&
exchangeRate.data
) {
convertedAmount = (
originalAmount *
exchangeRate.data
).toFixed(
groupCurrency.decimal_digits,
)
}
field.onChange(
field.value.map((p) =>
p.participant === id
? {
participant: id,
originalAmount:
event.target
.value,
shares:
enforceCurrencyPattern(
convertedAmount,
),
}
: p,
),
)
setManuallyEditedParticipants(
(prev) =>
new Set(prev).add(id),
)
}}
step={
10 **
-originalCurrency.decimal_digits
}
/>
</FormControl>
<ChevronRight className="h-4 w-4 mx-1 opacity-50" />
</div>
</div>
)
}}
/>
)}
{form.getValues().splitMode !== 'EVENLY' && (
<FormField
name={`paidFor[${field.value.findIndex(
({ participant }) => participant === id,
)}].shares`}
render={() => {
const sharesLabel = (
<span
className={cn('text-sm', {
'text-muted': !field.value?.some(
({ participant }) =>
participant === id,
),
})}
>
{match(form.getValues().splitMode)
.with('BY_SHARES', () => (
<>{t('shares')}</>
))
.with('BY_PERCENTAGE', () => <>%</>)
.with('BY_AMOUNT', () => (
<>{group.currency}</>
))
.otherwise(() => (
<></>
))}
</span>
)
return (
<div>
<div className="flex gap-1 items-center">
{form.getValues().splitMode ===
'BY_AMOUNT' && sharesLabel}
<FormControl>
<Input
key={String(
!field.value?.some(
({ participant }) =>
participant === id,
),
)
setManuallyEditedParticipants(
(prev) => new Set(prev).add(id),
)
}}
inputMode={
form.getValues().splitMode ===
'BY_AMOUNT'
? 'decimal'
: 'numeric'
}
step={
form.getValues().splitMode ===
'BY_AMOUNT'
? 0.01
: 1
}
/>
</FormControl>
{[
'BY_SHARES',
'BY_PERCENTAGE',
].includes(
form.getValues().splitMode,
) && sharesLabel}
)}
className="text-base w-[80px] -my-2"
type="text"
disabled={
!field.value?.some(
({ participant }) =>
participant === id,
)
}
value={
field.value?.find(
({ participant }) =>
participant === id,
)?.shares
}
onChange={(event) => {
field.onChange(
field.value.map((p) =>
p.participant === id
? {
participant: id,
shares:
enforceCurrencyPattern(
event.target
.value,
),
}
: p,
),
)
setManuallyEditedParticipants(
(prev) =>
new Set(prev).add(id),
)
}}
inputMode={
form.getValues().splitMode ===
'BY_AMOUNT'
? 'decimal'
: 'numeric'
}
step={
form.getValues().splitMode ===
'BY_AMOUNT'
? 10 **
-groupCurrency.decimal_digits
: 1
}
/>
</FormControl>
{[
'BY_SHARES',
'BY_PERCENTAGE',
].includes(
form.getValues().splitMode,
) && sharesLabel}
</div>
<FormMessage className="float-right" />
</div>
<FormMessage className="float-right" />
</div>
)
}}
/>
)}
)
}}
/>
)}
</div>
</div>
)
}}

View File

@@ -1,3 +1,4 @@
import { getCurrency } from '@/lib/currency'
import { formatAmountAsDecimal, getCurrencyFromGroup } from '@/lib/utils'
import { Parser } from '@json2csv/plainjs'
import { PrismaClient } from '@prisma/client'
@@ -38,6 +39,9 @@ export async function GET(
title: true,
category: { select: { name: true } },
amount: true,
originalAmount: true,
originalCurrency: true,
conversionRate: true,
paidById: true,
paidFor: { select: { participantId: true, shares: true } },
isReimbursement: true,
@@ -54,30 +58,29 @@ export async function GET(
/*
CSV Structure:
--------------------------------------------------------------
| Date | Description | Category | Currency | Cost
--------------------------------------------------------------
| Is Reimbursement | Split mode | UserA | UserB
--------------------------------------------------------------
Columns:
CSV Columns:
- Date: The date of the expense.
- Description: A brief description of the expense.
- Category: The category of the expense (e.g., Food, Travel, etc.).
- Currency: The currency in which the expense is recorded.
- Cost: The amount spent.
- Original cost: The amount spent in the original currency.
- Original currency: The currency the amount was originally spent in.
- Conversion rate: The rate used to convert the amount.
- Is Reimbursement: Whether the expense is a reimbursement or not.
- Split mode: The method used to split the expense (e.g., Evenly, By shares, By percentage, By amount).
- UserA, UserB: User-specific data or balances (e.g., amount owed or contributed by each user).
Example Row:
------------------------------------------------------------------------------------------
| 2025-01-06 | Dinner with team | Food | ₹ | 5000 | No | Evenly | John | Jane
------------------------------------------------------------------------------------------
Example Table:
+------------+------------------+----------+----------+----------+---------------+-------------------+-----------------+------------------+----------------------+--------+-----------+
| Date | Description | Category | Currency | Cost | Original cost | Original currency | Conversion rate | Is reinbursement | Split mode | User A | User B |
+------------+------------------+----------+----------+----------+---------------+-------------------+-----------------+------------------+----------------------+--------+-----------+
| 2025-01-06 | Dinner with team | Food | INR | 5000 | | | | No | Evenly | 2500 | -2500 |
+------------+------------------+----------+----------+----------+---------------+-------------------+-----------------+------------------+----------------------+--------+-----------+
| 2025-02-07 | Plane tickets | Travel | INR | 97264.09 | 1000 | EUR | 97.2641 | No | Unevenly - By amount | -80000 | -17264.09 |
+------------+------------------+----------+----------+----------+---------------+-------------------+-----------------+------------------+----------------------+--------+-----------+
*/
*/
const fields = [
{ label: 'Date', value: 'date' },
@@ -85,6 +88,9 @@ export async function GET(
{ label: 'Category', value: 'categoryName' },
{ label: 'Currency', value: 'currency' },
{ label: 'Cost', value: 'amount' },
{ label: 'Original cost', value: 'originalAmount' },
{ label: 'Original currency', value: 'originalCurrency' },
{ label: 'Conversion rate', value: 'conversionRate' },
{ label: 'Is Reimbursement', value: 'isReimbursement' },
{ label: 'Split mode', value: 'splitMode' },
...group.participants.map((participant) => ({
@@ -101,6 +107,16 @@ export async function GET(
categoryName: expense.category?.name || '',
currency: group.currencyCode ?? group.currency,
amount: formatAmountAsDecimal(expense.amount, currency),
originalAmount: expense.originalAmount
? formatAmountAsDecimal(
expense.originalAmount,
getCurrency(expense.originalCurrency),
)
: null,
originalCurrency: expense.originalCurrency,
conversionRate: expense.conversionRate
? expense.conversionRate.toString()
: null,
isReimbursement: expense.isReimbursement ? 'Yes' : 'No',
splitMode: splitModeLabel[expense.splitMode],
...Object.fromEntries(

View File

@@ -20,6 +20,9 @@ export async function GET(
title: true,
category: { select: { grouping: true, name: true } },
amount: true,
originalAmount: true,
originalCurrency: true,
conversionRate: true,
paidById: true,
paidFor: { select: { participantId: true, shares: true } },
isReimbursement: true,

View File

@@ -71,6 +71,9 @@ export async function createExpense(
expenseDate: expenseFormValues.expenseDate,
categoryId: expenseFormValues.category,
amount: expenseFormValues.amount,
originalAmount: expenseFormValues.originalAmount,
originalCurrency: expenseFormValues.originalCurrency,
conversionRate: expenseFormValues.conversionRate,
title: expenseFormValues.title,
paidById: expenseFormValues.paidBy,
splitMode: expenseFormValues.splitMode,
@@ -206,6 +209,9 @@ export async function updateExpense(
data: {
expenseDate: expenseFormValues.expenseDate,
amount: expenseFormValues.amount,
originalAmount: expenseFormValues.originalAmount,
originalCurrency: expenseFormValues.originalCurrency,
conversionRate: expenseFormValues.conversionRate,
title: expenseFormValues.title,
categoryId: expenseFormValues.category,
paidById: expenseFormValues.paidBy,

View File

@@ -1,4 +1,6 @@
import dayjs from 'dayjs'
import { useEffect, useState } from 'react'
import useSWR, { Fetcher } from 'swr'
export function useMediaQuery(query: string): boolean {
const getMatches = (query: string): boolean => {
@@ -64,3 +66,62 @@ export function useActiveUser(groupId?: string) {
return activeUser
}
interface FrankfurterAPIResponse {
base: string
date: string
rates: Record<string, number>
}
const fetcher: Fetcher<FrankfurterAPIResponse> = (url: string) =>
fetch(url).then(async (res) => {
if (!res.ok)
throw new TypeError('Unsuccessful response from API', { cause: res })
return res.json() as Promise<FrankfurterAPIResponse>
})
export function useCurrencyRate(
date: Date,
baseCurrency: string,
targetCurrency: string,
) {
const dateString = dayjs(date).format('YYYY-MM-DD')
// Only send request if both currency codes are given and not the same
const url =
!isNaN(date.getTime()) &&
!!baseCurrency.length &&
!!targetCurrency.length &&
baseCurrency !== targetCurrency &&
`https://api.frankfurter.app/${dateString}?base=${baseCurrency}`
const { data, error, isLoading, mutate } = useSWR<FrankfurterAPIResponse>(
url,
fetcher,
{ shouldRetryOnError: false, revalidateOnFocus: false },
)
if (data) {
let exchangeRate = undefined
let sentError = error
if (!error && data.date !== dateString) {
// this happens if for example, the requested date is in the future.
sentError = new RangeError(data.date)
}
if (data.rates[targetCurrency]) {
exchangeRate = data.rates[targetCurrency]
}
return {
data: exchangeRate,
error: sentError,
isLoading,
refresh: mutate,
}
}
return {
data,
error,
isLoading,
refresh: mutate,
}
}

View File

@@ -32,6 +32,19 @@ export const groupFormSchema = z
export type GroupFormValues = z.infer<typeof groupFormSchema>
const inputCoercedToNumber = z.union([
z.number(),
z.string().transform((value, ctx) => {
const valueAsNumber = Number(value)
if (Number.isNaN(valueAsNumber))
ctx.addIssue({
code: z.ZodIssueCode.custom,
message: 'invalidNumber',
})
return valueAsNumber
}),
])
export const expenseFormSchema = z
.object({
expenseDate: z.coerce.date(),
@@ -55,11 +68,27 @@ export const expenseFormSchema = z
)
.refine((amount) => amount != 0, 'amountNotZero')
.refine((amount) => amount <= 10_000_000_00, 'amountTenMillion'),
originalAmount: z
.union([
z.literal('').transform(() => undefined),
inputCoercedToNumber
.refine((amount) => amount != 0, 'amountNotZero')
.refine((amount) => amount <= 10_000_000_00, 'amountTenMillion'),
])
.optional(),
originalCurrency: z.union([z.string().length(3).nullish(), z.literal('')]),
conversionRate: z
.union([
z.literal('').transform(() => undefined),
inputCoercedToNumber.refine((amount) => amount > 0, 'ratePositive'),
])
.optional(),
paidBy: z.string({ required_error: 'paidByRequired' }),
paidFor: z
.array(
z.object({
participant: z.string(),
originalAmount: z.string().optional(), // For converting shares by amounts in original currency, not saved.
shares: z.union([
z.number(),
z.string().transform((value, ctx) => {
@@ -163,17 +192,18 @@ export const expenseFormSchema = z
// Format the share split as a number (if from form submission)
return {
...expense,
paidFor: expense.paidFor.map(({ participant, shares }) => {
paidFor: expense.paidFor.map((paidFor) => {
const shares = paidFor.shares
if (typeof shares === 'string' && expense.splitMode !== 'BY_AMOUNT') {
// For splitting not by amount, preserve the previous behaviour of multiplying the share by 100
return {
participant,
...paidFor,
shares: Math.round(Number(shares) * 100),
}
}
// Otherwise, no need as the number will have been formatted according to currency.
return {
participant,
...paidFor,
shares: Number(shares),
}
}),

View File

@@ -1,4 +1,5 @@
'use client' // <-- to make sure we can mount the Provider from a server component
import { Prisma } from '@prisma/client'
import type { QueryClient } from '@tanstack/react-query'
import { QueryClientProvider } from '@tanstack/react-query'
import { httpBatchLink } from '@trpc/client'
@@ -8,6 +9,15 @@ import superjson from 'superjson'
import { makeQueryClient } from './query-client'
import type { AppRouter } from './routers/_app'
superjson.registerCustom<Prisma.Decimal, string>(
{
isApplicable: (v): v is Prisma.Decimal => Prisma.Decimal.isDecimal(v),
serialize: (v) => v.toJSON(),
deserialize: (v) => new Prisma.Decimal(v),
},
'decimal.js',
)
export const trpc = createTRPCReact<AppRouter>()
let clientQueryClientSingleton: QueryClient

View File

@@ -1,7 +1,17 @@
import { Prisma } from '@prisma/client'
import { initTRPC } from '@trpc/server'
import { cache } from 'react'
import superjson from 'superjson'
superjson.registerCustom<Prisma.Decimal, string>(
{
isApplicable: (v): v is Prisma.Decimal => Prisma.Decimal.isDecimal(v),
serialize: (v) => v.toJSON(),
deserialize: (v) => new Prisma.Decimal(v),
},
'decimal.js',
)
export const createTRPCContext = cache(async () => {
/**
* @see: https://trpc.io/docs/server/context