mincong-h / finance-toolkit

Finance Toolkit
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Support exchange rate for balances #99

Closed mincong-h closed 8 months ago

mincong-h commented 8 months ago

This PR introduces the new concept of exchange rates in the Finance Toolkit. In the past, we added the notion of currency at account level (see issue https://github.com/mincong-h/finance-toolkit/issues/56), meaning that each account has its concurrency, e.g. EUR, USD, and the system attaches the unit to the related files. This PR makes one step forward to convert a concurrency to another currency, which facilitates the data aggregation of multiple accounts. The currencies to pick up are configured in the configuration file (finance-tools.yaml) under the section "exchange-rate".

codecov-commenter commented 8 months ago

Codecov Report

Attention: 4 lines in your changes are missing coverage. Please review.

Comparison is base (3bdbb11) 95.03% compared to head (d0157dc) 95.20%.

Files Patch % Lines
finance_toolkit/tx.py 75.00% 1 Missing and 1 partial :warning:
finance_toolkit/models.py 92.30% 1 Missing :warning:
finance_toolkit/pipeline.py 96.66% 0 Missing and 1 partial :warning:

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Additional details and impacted files ```diff @@ Coverage Diff @@ ## master #99 +/- ## ========================================== + Coverage 95.03% 95.20% +0.17% ========================================== Files 11 12 +1 Lines 624 709 +85 Branches 103 108 +5 ========================================== + Hits 593 675 +82 - Misses 18 20 +2 - Partials 13 14 +1 ```

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