feat(deals): make default deal currency configurable per account (#218)

wacrm hardcoded USD across every deal-value formatter, the new-deal
form, and automation-created deals, making deal tracking unhelpful for
non-US self-hosted users. Add a per-account default currency.

- Migration 021: accounts.default_currency TEXT NOT NULL DEFAULT 'USD'
  with a 3-letter-code CHECK. The existing admin-only accounts_update
  RLS policy already gates writes.
- New src/lib/currency.ts: single source of truth (CURRENCIES list,
  formatCurrency, formatCurrencyShort), replacing ~6 duplicated
  USD-hardcoded helpers.
- useAuth exposes defaultCurrency (joined from accounts), falling back
  to USD while loading / on pre-021 schemas.
- Settings → Deals tab to pick the currency (admin-only, read-only for
  others to match RLS).
- Deal form defaults new deals to the account currency and sources its
  dropdown from CURRENCIES; existing deals keep their saved currency.
- Pipeline board/analytics, dashboard "Open Deals Value", and the
  pipeline donut format totals in the account currency. Individual
  deal cards still show each deal's own currency.
- Automation create_deal sets the new deal's currency from the
  account default instead of the static DB default.

One currency per account (no FX conversion) per the issue's
recommended first pass.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

src/app/(dashboard)/dashboard/page.tsx

@@ -2,6 +2,8 @@
 
 import { useCallback, useEffect, useState } from 'react'
 import { createClient } from '@/lib/supabase/client'
+import { useAuth } from '@/hooks/use-auth'
+import { formatCurrency } from '@/lib/currency'
 import {
   MessageSquare,
   UserPlus,
@@ -35,6 +37,7 @@ import { ActivityFeed } from '@/components/dashboard/activity-feed'
 type RangeDays = 7 | 30 | 90
 
 export default function DashboardPage() {
+  const { defaultCurrency } = useAuth()
   const [metrics, setMetrics] = useState<MetricsBundle | null>(null)
   const [metricsLoading, setMetricsLoading] = useState(true)
 
@@ -155,7 +158,7 @@ export default function DashboardPage() {
             />
             <MetricCard
               title="Open Deals Value"
-              value={formatCurrency(metrics.openDealsValue)}
+              value={formatCurrency(metrics.openDealsValue, defaultCurrency)}
               icon={DollarSign}
               subtitle={`${metrics.openDealsCount} open deal${metrics.openDealsCount === 1 ? '' : 's'}`}
             />
@@ -196,7 +199,11 @@ export default function DashboardPage() {
           />
         </div>
         <div className="h-full lg:col-span-2">
-          <PipelineDonut data={pipeline} loading={pipelineLoading} />
+          <PipelineDonut
+            data={pipeline}
+            loading={pipelineLoading}
+            currency={defaultCurrency}
+          />
         </div>
       </div>
 
@@ -211,15 +218,6 @@ export default function DashboardPage() {
 
 // ------------------------------------------------------------
 
-function formatCurrency(v: number): string {
-  return new Intl.NumberFormat(undefined, {
-    style: 'currency',
-    currency: 'USD',
-    minimumFractionDigits: 0,
-    maximumFractionDigits: 0,
-  }).format(v)
-}
-
 function deltaLabel(delta: number, suffix: string): string {
   if (delta === 0) return `No change ${suffix}`
   const sign = delta > 0 ? '+' : ''

src/app/(dashboard)/settings/page.tsx

@@ -8,6 +8,7 @@ import {
   User,
   Palette,
   UsersRound,
+  Coins,
 } from 'lucide-react';
 import { Tabs, TabsList, TabsTrigger, TabsContent } from '@/components/ui/tabs';
 import { WhatsAppConfig } from '@/components/settings/whatsapp-config';
@@ -18,12 +19,14 @@ import { PasswordForm } from '@/components/settings/password-form';
 import { SessionsCard } from '@/components/settings/sessions-card';
 import { AppearancePanel } from '@/components/settings/appearance-panel';
 import { MembersTab } from '@/components/settings/members-tab';
+import { DealsSettings } from '@/components/settings/deals-settings';
 
 const TAB_VALUES = [
   'profile',
   'whatsapp',
   'templates',
   'tags',
+  'deals',
   'appearance',
   'members',
 ] as const;
@@ -90,6 +93,13 @@ export default function SettingsPage() {
             <Tag className="size-4" />
             Tags
           </TabsTrigger>
+          <TabsTrigger
+            value="deals"
+            className="data-active:bg-slate-800 data-active:text-primary text-slate-400"
+          >
+            <Coins className="size-4" />
+            Deals
+          </TabsTrigger>
           <TabsTrigger
             value="appearance"
             className="data-active:bg-slate-800 data-active:text-primary text-slate-400"
@@ -124,6 +134,10 @@ export default function SettingsPage() {
           <TagManager />
         </TabsContent>
 
+        <TabsContent value="deals">
+          <DealsSettings />
+        </TabsContent>
+
         <TabsContent value="appearance">
           <AppearancePanel />
         </TabsContent>

src/components/contacts/contact-detail-view.tsx

@@ -3,6 +3,7 @@
 import { useState, useEffect, useCallback } from 'react';
 import { createClient } from '@/lib/supabase/client';
 import { useAuth } from '@/hooks/use-auth';
+import { formatCurrency } from '@/lib/currency';
 import { toast } from 'sonner';
 import type { Contact, Tag, ContactTag, ContactNote, CustomField, ContactCustomValue, Deal } from '@/types';
 import {
@@ -48,7 +49,7 @@ export function ContactDetailView({
   onUpdated,
 }: ContactDetailViewProps) {
   const supabase = createClient();
-  const { accountId } = useAuth();
+  const { accountId, defaultCurrency } = useAuth();
 
   const [contact, setContact] = useState<Contact | null>(null);
   const [loading, setLoading] = useState(false);
@@ -656,11 +657,10 @@ export function ContactDetailView({
                         <div className="mt-1.5 flex items-center justify-between text-xs text-slate-400">
                           <span className="flex items-center gap-1">
                             <DollarSign className="size-3" />
-                            {new Intl.NumberFormat('en-US', {
+                            {formatCurrency(
-                              style: 'currency',
+                              deal.value ?? 0,
-                              currency: deal.currency || 'USD',
+                              deal.currency || defaultCurrency,
-                              maximumFractionDigits: 0,
+                            )}
-                            }).format(Number(deal.value || 0))}
                           </span>
                           {deal.status && deal.status !== 'open' && (
                             <span

src/components/dashboard/pipeline-donut.tsx

@@ -2,15 +2,18 @@
 
 import { GitBranch } from 'lucide-react'
 import type { PipelineDonutData } from '@/lib/dashboard/types'
+import { formatCurrencyShort } from '@/lib/currency'
 import { EmptyState } from './empty-state'
 import { Skeleton } from './skeleton'
 
 interface PipelineDonutProps {
   data: PipelineDonutData | null
   loading: boolean
+  /** Account default currency for the totals. */
+  currency: string
 }
 
-export function PipelineDonut({ data, loading }: PipelineDonutProps) {
+export function PipelineDonut({ data, loading, currency }: PipelineDonutProps) {
   return (
     <section className="flex h-full flex-col rounded-xl border border-slate-800 bg-slate-900">
       <header className="border-b border-slate-800 px-5 py-4">
@@ -31,7 +34,7 @@ export function PipelineDonut({ data, loading }: PipelineDonutProps) {
           />
         ) : (
           <>
-            <Donut data={data} />
+            <Donut data={data} currency={currency} />
             <ul className="mt-5 space-y-2">
               {data.stages.map((s) => (
                 <li key={s.id} className="flex items-center gap-3 text-xs">
@@ -45,7 +48,7 @@ export function PipelineDonut({ data, loading }: PipelineDonutProps) {
                     {s.dealCount} deal{s.dealCount === 1 ? '' : 's'}
                   </span>
                   <span className="w-20 text-right text-slate-300 tabular-nums">
-                    {formatCurrencyShort(s.totalValue)}
+                    {formatCurrencyShort(s.totalValue, currency)}
                   </span>
                 </li>
               ))}
@@ -63,7 +66,7 @@ export function PipelineDonut({ data, loading }: PipelineDonutProps) {
 // between segments are implied by a thin slate-900 stroke between
 // them for a cleaner look.
 // ------------------------------------------------------------
-function Donut({ data }: { data: PipelineDonutData }) {
+function Donut({ data, currency }: { data: PipelineDonutData; currency: string }) {
   const size = 200
   const r = 80
   const ringWidth = 18
@@ -121,7 +124,7 @@ function Donut({ data }: { data: PipelineDonutData }) {
           textAnchor="middle"
           className="fill-white text-[18px] font-semibold tabular-nums"
         >
-          {formatCurrencyShort(data.totalValue)}
+          {formatCurrencyShort(data.totalValue, currency)}
         </text>
       </svg>
     </div>
@@ -136,9 +139,3 @@ function arcPath(cx: number, cy: number, r: number, startRad: number, endRad: nu
   const largeArc = endRad - startRad > Math.PI ? 1 : 0
   return `M ${x1} ${y1} A ${r} ${r} 0 ${largeArc} 1 ${x2} ${y2}`
 }
-
-function formatCurrencyShort(v: number): string {
-  if (v >= 1_000_000) return `$${(v / 1_000_000).toFixed(1)}M`
-  if (v >= 1_000) return `$${(v / 1_000).toFixed(1)}k`
-  return `$${v.toFixed(0)}`
-}

src/components/pipelines/deal-card.tsx

@@ -2,6 +2,7 @@
 
 import type { Deal, PipelineStage } from "@/types";
 import { Calendar, Check, X } from "lucide-react";
+import { formatCurrency } from "@/lib/currency";
 
 interface DealCardProps {
   deal: Deal;
@@ -10,15 +11,6 @@ interface DealCardProps {
   isOverlay?: boolean;
 }
 
-function formatCurrency(value: number, currency?: string) {
-  return new Intl.NumberFormat("en-US", {
-    style: "currency",
-    currency: currency || "USD",
-    minimumFractionDigits: 0,
-    maximumFractionDigits: 0,
-  }).format(Number(value || 0));
-}
-
 function formatDate(dateStr: string) {
   return new Date(dateStr).toLocaleDateString("en-US", {
     month: "short",

src/components/pipelines/deal-form.tsx

@@ -4,6 +4,7 @@ import { useState, useEffect } from "react";
 import Link from "next/link";
 import { createClient } from "@/lib/supabase/client";
 import { useAuth } from "@/hooks/use-auth";
+import { CURRENCIES } from "@/lib/currency";
 import type {
   Contact,
   Conversation,
@@ -52,11 +53,11 @@ export function DealForm({
   onSaved,
 }: DealFormProps) {
   const supabase = createClient();
-  const { accountId } = useAuth();
+  const { accountId, defaultCurrency } = useAuth();
 
   const [title, setTitle] = useState("");
   const [value, setValue] = useState("");
-  const [currency, setCurrency] = useState("USD");
+  const [currency, setCurrency] = useState(defaultCurrency);
   const [contactId, setContactId] = useState("");
   const [stageId, setStageId] = useState("");
   const [assignedTo, setAssignedTo] = useState("");
@@ -83,7 +84,7 @@ export function DealForm({
     if (deal) {
       setTitle(deal.title);
       setValue(String(deal.value ?? ""));
-      setCurrency(deal.currency || "USD");
+      setCurrency(deal.currency || defaultCurrency);
       // contact_id is nullable when the contact has been deleted
       // (migration 004: ON DELETE SET NULL). "" means "no selection".
       setContactId(deal.contact_id ?? "");
@@ -94,14 +95,14 @@ export function DealForm({
     } else {
       setTitle("");
       setValue("");
-      setCurrency("USD");
+      setCurrency(defaultCurrency);
       setContactId("");
       setStageId(defaultStageId || stages[0]?.id || "");
       setAssignedTo("");
       setExpectedCloseDate("");
       setNotes("");
     }
-  }, [open, deal, defaultStageId, stages]);
+  }, [open, deal, defaultStageId, stages, defaultCurrency]);
   /* eslint-enable react-hooks/set-state-in-effect */
 
   // Load supporting data once the sheet is open
@@ -313,9 +314,11 @@ export function DealForm({
                   onChange={(e) => setCurrency(e.target.value)}
                   className="h-9 w-full rounded-lg border border-slate-700 bg-slate-800 px-2.5 text-sm text-white outline-none focus:border-primary"
                 >
-                  <option value="USD">USD</option>
+                  {CURRENCIES.map((c) => (
-                  <option value="EUR">EUR</option>
+                    <option key={c.code} value={c.code}>
-                  <option value="GBP">GBP</option>
+                      {c.code}
+                    </option>
+                  ))}
                 </select>
               </div>
             </div>

src/components/pipelines/pipeline-analytics.tsx

@@ -17,21 +17,14 @@ import {
   TooltipProvider,
   TooltipTrigger,
 } from "@/components/ui/tooltip";
+import { useAuth } from "@/hooks/use-auth";
+import { formatCurrency } from "@/lib/currency";
 
 interface PipelineAnalyticsProps {
   stages: PipelineStage[];
   deals: Deal[];
 }
 
-function formatCurrency(value: number) {
-  return new Intl.NumberFormat("en-US", {
-    style: "currency",
-    currency: "USD",
-    minimumFractionDigits: 0,
-    maximumFractionDigits: 0,
-  }).format(value);
-}
-
 /**
  * Weighted pipeline value: value × per-stage probability.
  * First stage ≈ 10%, stages interpolate up to 90% before the final stage,
@@ -53,6 +46,7 @@ function computeStageProbability(
 }
 
 export function PipelineAnalytics({ stages, deals }: PipelineAnalyticsProps) {
+  const { defaultCurrency } = useAuth();
   const sortedStages = useMemo(
     () => [...stages].sort((a, b) => a.position - b.position),
     [stages],
@@ -109,19 +103,19 @@ export function PipelineAnalytics({ stages, deals }: PipelineAnalyticsProps) {
         <Metric
           icon={<DollarSign className="h-4 w-4 text-primary" />}
           label="Pipeline Value"
-          value={formatCurrency(stats.totalValue)}
+          value={formatCurrency(stats.totalValue, defaultCurrency)}
           tooltip="Sum of the dollar values of all deals in this pipeline, excluding deals marked as Lost."
         />
         <Metric
           icon={<Target className="h-4 w-4 text-blue-400" />}
           label="Avg Deal Size"
-          value={formatCurrency(stats.avgValue)}
+          value={formatCurrency(stats.avgValue, defaultCurrency)}
           tooltip="Pipeline Value divided by Total Deals — the average value of a single non-lost deal."
         />
         <Metric
           icon={<TrendingUp className="h-4 w-4 text-purple-400" />}
           label="Weighted Value"
-          value={formatCurrency(stats.weightedValue)}
+          value={formatCurrency(stats.weightedValue, defaultCurrency)}
           tooltip="Expected revenue: each open deal's value × its stage probability. First stage ≈ 10%, stages progress up to 90%, Won = 100%. Lost deals are excluded."
         />
         <Metric

src/components/pipelines/pipeline-board.tsx

@@ -18,6 +18,8 @@ import type { Deal, PipelineStage } from "@/types";
 import { DealCard } from "./deal-card";
 import { Button } from "@/components/ui/button";
 import { Plus } from "lucide-react";
+import { useAuth } from "@/hooks/use-auth";
+import { formatCurrency } from "@/lib/currency";
 
 interface PipelineBoardProps {
   stages: PipelineStage[];
@@ -27,15 +29,6 @@ interface PipelineBoardProps {
   onEditDeal: (deal: Deal) => void;
 }
 
-function formatCurrency(value: number) {
-  return new Intl.NumberFormat("en-US", {
-    style: "currency",
-    currency: "USD",
-    minimumFractionDigits: 0,
-    maximumFractionDigits: 0,
-  }).format(value);
-}
-
 export function PipelineBoard({
   stages,
   deals,
@@ -43,6 +36,7 @@ export function PipelineBoard({
   onAddDeal,
   onEditDeal,
 }: PipelineBoardProps) {
+  const { defaultCurrency } = useAuth();
   const [activeDealId, setActiveDealId] = useState<string | null>(null);
 
   const sortedStages = useMemo(
@@ -121,6 +115,7 @@ export function PipelineBoard({
               stage={stage}
               deals={stageDeals}
               totalValue={totalValue}
+              currency={defaultCurrency}
               onAddDeal={onAddDeal}
               onEditDeal={onEditDeal}
             />
@@ -194,12 +189,14 @@ function StageColumn({
   stage,
   deals,
   totalValue,
+  currency,
   onAddDeal,
   onEditDeal,
 }: {
   stage: PipelineStage;
   deals: Deal[];
   totalValue: number;
+  currency: string;
   onAddDeal: (stageId: string) => void;
   onEditDeal: (deal: Deal) => void;
 }) {
@@ -226,7 +223,9 @@ function StageColumn({
           {deals.length}
         </span>
       </div>
-      <p className="text-xs text-slate-400">{formatCurrency(totalValue)}</p>
+      <p className="text-xs text-slate-400">
+        {formatCurrency(totalValue, currency)}
+      </p>
 
       <div
         ref={setNodeRef}

src/components/settings/deals-settings.tsx

@@ -0,0 +1,125 @@
+"use client";
+
+import { useEffect, useState } from "react";
+import { toast } from "sonner";
+import { Coins, Loader2 } from "lucide-react";
+
+import { createClient } from "@/lib/supabase/client";
+import { useAuth } from "@/hooks/use-auth";
+import { CURRENCIES } from "@/lib/currency";
+import { Button } from "@/components/ui/button";
+import { Label } from "@/components/ui/label";
+import {
+  Card,
+  CardContent,
+  CardHeader,
+  CardTitle,
+  CardDescription,
+} from "@/components/ui/card";
+
+/**
+ * Deals settings — account-wide default currency.
+ *
+ * One currency per account (issue #218): the chosen code seeds new
+ * deals and formats every aggregated total. Existing deals keep their
+ * own saved currency. Writes go straight to `accounts.default_currency`;
+ * the `accounts_update` RLS policy (017) already restricts that to
+ * admins+, so non-admins see a disabled, read-only control.
+ */
+export function DealsSettings() {
+  const supabase = createClient();
+  const {
+    accountId,
+    defaultCurrency,
+    canEditSettings,
+    profileLoading,
+    refreshProfile,
+  } = useAuth();
+
+  const [selected, setSelected] = useState(defaultCurrency);
+  const [saving, setSaving] = useState(false);
+
+  // Keep the select in sync once the profile (and its account default)
+  // resolves, and after a save round-trips through refreshProfile.
+  useEffect(() => {
+    setSelected(defaultCurrency);
+  }, [defaultCurrency]);
+
+  const dirty = selected !== defaultCurrency;
+
+  async function handleSave() {
+    if (!accountId || !dirty) return;
+    setSaving(true);
+    const { error } = await supabase
+      .from("accounts")
+      .update({ default_currency: selected })
+      .eq("id", accountId);
+    if (error) {
+      toast.error("Failed to save default currency");
+      setSaving(false);
+      return;
+    }
+    // Pull the new value back into the auth context so the deal form
+    // and every total pick it up without a full reload.
+    await refreshProfile();
+    setSaving(false);
+    toast.success("Default currency updated");
+  }
+
+  return (
+    <section className="mt-4 space-y-4">
+      <Card className="bg-slate-900 border-slate-700 ring-0 ring-transparent">
+        <CardHeader>
+          <CardTitle className="flex items-center gap-2 text-white">
+            <Coins className="size-4 text-primary" />
+            Default currency
+          </CardTitle>
+          <CardDescription className="text-slate-400">
+            New deals default to this currency, and pipeline and
+            dashboard totals are shown in it. Existing deals keep the
+            currency they were saved with.
+          </CardDescription>
+        </CardHeader>
+        <CardContent className="space-y-4">
+          <div className="grid gap-2 sm:max-w-xs">
+            <Label className="text-slate-300">Currency</Label>
+            <select
+              value={selected}
+              onChange={(e) => setSelected(e.target.value)}
+              disabled={!canEditSettings || profileLoading}
+              className="h-9 w-full rounded-lg border border-slate-700 bg-slate-800 px-2.5 text-sm text-white outline-none focus:border-primary focus:ring-1 focus:ring-primary disabled:cursor-not-allowed disabled:opacity-60"
+            >
+              {CURRENCIES.map((c) => (
+                <option key={c.code} value={c.code}>
+                  {c.code} — {c.label}
+                </option>
+              ))}
+            </select>
+            {!canEditSettings && (
+              <p className="text-xs text-slate-500">
+                Only account admins can change the default currency.
+              </p>
+            )}
+          </div>
+
+          {canEditSettings && (
+            <Button
+              onClick={handleSave}
+              disabled={saving || !dirty}
+              className="bg-primary text-primary-foreground hover:bg-primary/90"
+            >
+              {saving ? (
+                <>
+                  <Loader2 className="size-4 animate-spin" />
+                  Saving...
+                </>
+              ) : (
+                "Save"
+              )}
+            </Button>
+          )}
+        </CardContent>
+      </Card>
+    </section>
+  );
+}

src/hooks/use-auth.tsx

@@ -11,6 +11,7 @@ import {
 } from "react";
 import { createClient } from "@/lib/supabase/client";
 import type { User } from "@supabase/supabase-js";
+import { DEFAULT_CURRENCY } from "@/lib/currency";
 import {
   canEditSettings as canEditSettingsFor,
   canManageMembers as canManageMembersFor,
@@ -38,6 +39,9 @@ interface Profile {
 interface AccountSummary {
   id: string;
   name: string;
+  /** Default deal currency (ISO-4217). NOT NULL DEFAULT 'USD' in the
+   *  DB (migration 021); narrowed to DEFAULT_CURRENCY when absent. */
+  default_currency: string;
 }
 
 interface AuthContextValue {
@@ -77,8 +81,12 @@ interface AuthContextValue {
   accountId: string | null;
   /** Role within that account. Null while loading. */
   accountRole: AccountRole | null;
-  /** Lightweight account meta — id + name. Null while loading. */
+  /** Lightweight account meta — id + name + default_currency. Null while loading. */
   account: AccountSummary | null;
+  /** Account default deal currency. Falls back to DEFAULT_CURRENCY
+   *  while loading or when no account is resolved, so callers can use
+   *  it unconditionally. */
+  defaultCurrency: string;
   /** True if `accountRole === 'owner'`. */
   isOwner: boolean;
   /** True if `accountRole === 'admin'` (does NOT include owner — use canManageMembers for "admin or above"). */
@@ -128,7 +136,7 @@ export function AuthProvider({ children }: { children: ReactNode }) {
           // missing account collapses to null rather than a half-
           // populated row (shouldn't happen post-017 NOT NULL, but
           // belt-and-braces against forks running older schemas).
-          "id, full_name, email, avatar_url, role, beta_features, account_id, account_role, account:accounts!inner(id, name)",
+          "id, full_name, email, avatar_url, role, beta_features, account_id, account_role, account:accounts!inner(id, name, default_currency)",
         )
         .eq("user_id", userId)
         .maybeSingle();
@@ -148,9 +156,23 @@ export function AuthProvider({ children }: { children: ReactNode }) {
         // as either an object or a single-element array depending on
         // the schema's inferred cardinality — normalise to the object
         // form before reading.
-        const accountRow = Array.isArray(data.account)
+        const accountRaw = Array.isArray(data.account)
           ? data.account[0] ?? null
-          : (data.account as { id: string; name: string } | null);
+          : (data.account as {
+              id: string;
+              name: string;
+              default_currency: string | null;
+            } | null);
+        // Narrow default_currency defensively: forks running pre-021
+        // schemas won't have the column, so a missing/null value reads
+        // as the safe USD fallback rather than crashing the picker.
+        const accountRow: AccountSummary | null = accountRaw
+          ? {
+              id: accountRaw.id,
+              name: accountRaw.name,
+              default_currency: accountRaw.default_currency ?? DEFAULT_CURRENCY,
+            }
+          : null;
 
         // Narrow the DB enum into our AccountRole union. The DB
         // constraint should make this unconditional, but a future
@@ -299,6 +321,7 @@ export function AuthProvider({ children }: { children: ReactNode }) {
         signOut,
         refreshProfile,
         account,
+        defaultCurrency: account?.default_currency ?? DEFAULT_CURRENCY,
         ...derived,
       }}
     >
@@ -328,6 +351,7 @@ export function useAuth(): AuthContextValue {
       },
       refreshProfile: async () => {},
       account: null,
+      defaultCurrency: DEFAULT_CURRENCY,
       accountId: null,
       accountRole: null,
       isOwner: false,

src/lib/automations/engine.ts

@@ -465,6 +465,16 @@ async function runStep(step: AutomationStep, args: ExecuteArgs): Promise<string>
     case 'create_deal': {
       const cfg = step.step_config as CreateDealStepConfig
       if (!cfg.pipeline_id || !cfg.stage_id) throw new Error('create_deal needs pipeline + stage')
+      // Match the account's configured default currency rather than
+      // the static `deals.currency` DB default — keeps automation-
+      // created deals consistent with the one-currency-per-account
+      // rule (issue #218). Fall back to USD if the row is somehow
+      // missing the value (pre-021 forks).
+      const { data: acct } = await db
+        .from('accounts')
+        .select('default_currency')
+        .eq('id', args.automation.account_id)
+        .maybeSingle()
       await db.from('deals').insert({
         // Tenancy + audit, same split as automation_logs above.
         account_id: args.automation.account_id,
@@ -474,6 +484,7 @@ async function runStep(step: AutomationStep, args: ExecuteArgs): Promise<string>
         contact_id: args.contactId,
         title: interpolate(cfg.title, args),
         value: cfg.value ?? 0,
+        currency: acct?.default_currency ?? 'USD',
         status: 'open',
       })
       return 'deal created'

src/lib/currency.ts

@@ -0,0 +1,80 @@
+/**
+ * Currency — single source of truth for deal-value formatting and
+ * the currency picker options.
+ *
+ * Before this module, ~6 components each defined their own
+ * `Intl.NumberFormat(..., { currency: "USD" })` helper with USD
+ * baked in. The default currency is now configurable per account
+ * (accounts.default_currency, migration 021), so every formatter
+ * takes a currency and falls back to DEFAULT_CURRENCY only when
+ * nothing is known.
+ */
+
+/** App-wide fallback when no account/deal currency is available. */
+export const DEFAULT_CURRENCY = "USD";
+
+export interface CurrencyOption {
+  /** ISO-4217 code, e.g. "USD". Stored verbatim in the DB. */
+  code: string;
+  /** Human label for the dropdown, e.g. "US Dollar". */
+  label: string;
+  /** Symbol for compact display, e.g. "$". */
+  symbol: string;
+}
+
+/**
+ * The currencies offered in pickers. Codes must be valid ISO-4217 so
+ * `Intl.NumberFormat` renders the right symbol/grouping. Extend this
+ * list to offer more — nothing else needs to change.
+ */
+export const CURRENCIES: CurrencyOption[] = [
+  { code: "USD", label: "US Dollar", symbol: "$" },
+  { code: "EUR", label: "Euro", symbol: "€" },
+  { code: "GBP", label: "British Pound", symbol: "£" },
+  { code: "INR", label: "Indian Rupee", symbol: "₹" },
+  { code: "AUD", label: "Australian Dollar", symbol: "A$" },
+  { code: "CAD", label: "Canadian Dollar", symbol: "C$" },
+  { code: "BRL", label: "Brazilian Real", symbol: "R$" },
+  { code: "JPY", label: "Japanese Yen", symbol: "¥" },
+  { code: "CNY", label: "Chinese Yuan", symbol: "¥" },
+  { code: "AED", label: "UAE Dirham", symbol: "د.إ" },
+  { code: "ZAR", label: "South African Rand", symbol: "R" },
+  { code: "NGN", label: "Nigerian Naira", symbol: "₦" },
+  { code: "SGD", label: "Singapore Dollar", symbol: "S$" },
+  { code: "MXN", label: "Mexican Peso", symbol: "$" },
+];
+
+/**
+ * Format a deal value as a currency string. Whole-number output
+ * (no minor units) — deal values are tracked to the dollar across
+ * the app. `currency` defaults to USD so callers with nothing better
+ * stay safe, but pass the account/deal currency wherever known.
+ */
+export function formatCurrency(
+  value: number,
+  currency: string = DEFAULT_CURRENCY,
+): string {
+  return new Intl.NumberFormat(undefined, {
+    style: "currency",
+    currency: currency || DEFAULT_CURRENCY,
+    minimumFractionDigits: 0,
+    maximumFractionDigits: 0,
+  }).format(Number(value || 0));
+}
+
+/**
+ * Compact currency for tight spaces (donut center, legend rows):
+ * "$1.2M" / "€34.5k" / "₹900". Uses the currency's symbol from
+ * CURRENCIES, falling back to the code when we don't carry a symbol.
+ */
+export function formatCurrencyShort(
+  value: number,
+  currency: string = DEFAULT_CURRENCY,
+): string {
+  const code = currency || DEFAULT_CURRENCY;
+  const symbol = CURRENCIES.find((c) => c.code === code)?.symbol ?? `${code} `;
+  const v = Number(value || 0);
+  if (v >= 1_000_000) return `${symbol}${(v / 1_000_000).toFixed(1)}M`;
+  if (v >= 1_000) return `${symbol}${(v / 1_000).toFixed(1)}k`;
+  return `${symbol}${v.toFixed(0)}`;
+}

supabase/migrations/021_account_default_currency.sql

@@ -0,0 +1,32 @@
+-- ============================================================
+-- 021_account_default_currency
+--
+-- Make the default deal currency configurable per account.
+--
+-- Before this, the app hardcoded USD everywhere — deal-value
+-- formatters, the new-deal form, and automation-created deals all
+-- assumed USD. wacrm is self-hostable and used globally, so a fixed
+-- USD default made deal tracking unhelpful for non-US businesses
+-- (issue #218).
+--
+-- We add a single `default_currency` column to `accounts`. New deals
+-- and all aggregated totals (pipeline/dashboard) format in this
+-- currency; existing deals keep their own saved `deals.currency`.
+-- We enforce one currency per account (no FX conversion) — the
+-- issue's recommended first pass.
+--
+-- RLS: no change needed. The existing `accounts_update` policy
+-- (017) already restricts writes to admins+, which is exactly who
+-- should change an account-wide setting.
+-- ============================================================
+
+ALTER TABLE accounts
+  ADD COLUMN IF NOT EXISTS default_currency TEXT NOT NULL DEFAULT 'USD';
+
+-- Keep the value an ISO-4217-shaped 3-letter uppercase code without
+-- pinning to a fixed enum — forks can use any currency Intl supports.
+ALTER TABLE accounts
+  DROP CONSTRAINT IF EXISTS accounts_default_currency_format;
+ALTER TABLE accounts
+  ADD CONSTRAINT accounts_default_currency_format
+  CHECK (default_currency ~ '^[A-Z]{3}$');