wip

app/Listeners/CreateConnectedAccount.php

@@ -6,6 +6,7 @@ use App\Events\PlaidSuccess;
 use App\Models\Banking\Institution;
 use App\Models\Company;
 use App\Services\PlaidService;
+use App\Utilities\Currency\CurrencyConverter;
 use Illuminate\Support\Facades\DB;
 
 class CreateConnectedAccount
@@ -59,6 +60,12 @@ class CreateConnectedAccount
     {
         $identifierHash = md5($company->id . $institution->external_institution_id . $plaidAccount->name . $plaidAccount->mask);
 
+        $currencyCode = $plaidAccount->balances->iso_currency_code ?? 'USD';
+
+        $currentBalance = $plaidAccount->balances->current ?? 0;
+
+        $currentBalanceCents = CurrencyConverter::convertToCents($currentBalance, $currencyCode);
+
         $company->connectedBankAccounts()->updateOrCreate([
             'identifier' => $identifierHash,
         ], [
@@ -66,8 +73,8 @@ class CreateConnectedAccount
             'external_account_id' => $plaidAccount->account_id,
             'access_token' => $accessToken,
             'item_id' => $authResponse->item->item_id,
-            'currency_code' => $plaidAccount->balances->iso_currency_code ?? 'USD',
-            'current_balance' => $plaidAccount->balances->current ?? 0,
+            'currency_code' => $currencyCode,
+            'current_balance' => $currentBalanceCents,
             'name' => $plaidAccount->name,
             'mask' => $plaidAccount->mask,
             'type' => $plaidAccount->type,

app/Livewire/Company/Service/ConnectedAccount/ListInstitutions.php

@@ -79,11 +79,11 @@ class ListInstitutions extends Component implements HasActions, HasForms
                     )),
                 Placeholder::make('info')
                     ->hiddenLabel()
-                    ->visible(static fn (ConnectedBankAccount $connectedBankAccount) => $connectedBankAccount->bank_account_id === null)
+                    ->visible(static fn (ConnectedBankAccount $connectedBankAccount) => ! $connectedBankAccount->bank_account_id)
                     ->content(static fn (ConnectedBankAccount $connectedBankAccount) => 'If ' . $connectedBankAccount->name . ' already has transactions for an existing account, select the account to import transactions into.'),
                 Select::make('bank_account_id')
                     ->label('Select account')
-                    ->visible(static fn (ConnectedBankAccount $connectedBankAccount) => $connectedBankAccount->bank_account_id === null)
+                    ->visible(static fn (ConnectedBankAccount $connectedBankAccount) => ! $connectedBankAccount->bank_account_id)
                     ->options(fn (ConnectedBankAccount $connectedBankAccount) => $this->getBankAccountOptions($connectedBankAccount))
                     ->required(),
                 DatePicker::make('start_date')

app/Services/TransactionService.php

@@ -31,7 +31,9 @@ class TransactionService
 
             $startingBalance = bcsub($adjustedBalance, $sumOfTransactions, 2);
 
-            $this->createStartingBalanceTransaction($company, $account, $bankAccount, (float) $startingBalance, $startDate);
+            $currencyCode = $bankAccount->account->currency_code ?? 'USD';
+
+            $this->createStartingBalanceTransaction($company, $account, $bankAccount, (float) $startingBalance, $startDate, $currencyCode);
         }
     }
 
@@ -42,7 +44,7 @@ class TransactionService
         }
     }
 
-    public function createStartingBalanceTransaction(Company $company, Account $account, BankAccount $bankAccount, float $startingBalance, string $startDate): void
+    public function createStartingBalanceTransaction(Company $company, Account $account, BankAccount $bankAccount, float $startingBalance, string $startDate, string $currencyCode): void
     {
         $transactionType = $startingBalance >= 0 ? TransactionType::Deposit : TransactionType::Withdrawal;
         $accountName = $startingBalance >= 0 ? "Owner's Investment" : "Owner's Drawings";
@@ -53,12 +55,14 @@ class TransactionService
 
         $postedAt = Carbon::parse($startDate)->subDay()->toDateTimeString();
 
+        $amountInCents = CurrencyConverter::convertToCents(abs($startingBalance), $currencyCode);
+
         Transaction::create([
             'company_id' => $company->id,
             'account_id' => $chartAccount->id,
             'bank_account_id' => $bankAccount->id,
             'type' => $transactionType,
-            'amount' => abs($startingBalance),
+            'amount' => $amountInCents,
             'payment_channel' => 'other',
             'posted_at' => $postedAt,
             'description' => 'Starting Balance',
@@ -75,13 +79,16 @@ class TransactionService
         $postedAt = $transaction->datetime ?? Carbon::parse($transaction->date)->toDateTimeString();
         $description = $transaction->name;
 
+        $currencyCode = $transaction->iso_currency_code ?? $bankAccount->account->currency_code ?? 'USD';
+        $amountInCents = CurrencyConverter::convertToCents(abs($transaction->amount), $currencyCode);
+
         Transaction::create([
             'company_id' => $company->id,
             'account_id' => $chartAccount->id,
             'bank_account_id' => $bankAccount->id,
             'plaid_transaction_id' => $transaction->transaction_id,
             'type' => $transactionType,
-            'amount' => abs($transaction->amount),
+            'amount' => $amountInCents,
             'payment_channel' => $paymentChannel,
             'posted_at' => $postedAt,
             'description' => $description,