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