mirror of
https://github.com/firefly-iii/firefly-iii.git
synced 2025-11-04 05:15:39 +00:00
737 lines
27 KiB
PHP
737 lines
27 KiB
PHP
<?php
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/**
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* JournalUpdateService.php
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* Copyright (c) 2019 james@firefly-iii.org
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*
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* This file is part of Firefly III (https://github.com/firefly-iii).
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*
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* This program is free software: you can redistribute it and/or modify
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* it under the terms of the GNU Affero General Public License as
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* published by the Free Software Foundation, either version 3 of the
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* License, or (at your option) any later version.
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*
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* This program is distributed in the hope that it will be useful,
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* but WITHOUT ANY WARRANTY; without even the implied warranty of
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* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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* GNU Affero General Public License for more details.
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*
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* You should have received a copy of the GNU Affero General Public License
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* along with this program. If not, see <https://www.gnu.org/licenses/>.
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*/
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declare(strict_types=1);
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namespace FireflyIII\Services\Internal\Update;
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use Carbon\Carbon;
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use Carbon\Exceptions\InvalidDateException;
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use Carbon\Exceptions\InvalidFormatException;
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use FireflyIII\Events\TriggeredAuditLog;
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use FireflyIII\Exceptions\FireflyException;
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use FireflyIII\Factory\TagFactory;
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use FireflyIII\Factory\TransactionJournalMetaFactory;
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use FireflyIII\Factory\TransactionTypeFactory;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\Transaction;
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use FireflyIII\Models\TransactionGroup;
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use FireflyIII\Models\TransactionJournal;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Repositories\Account\AccountRepositoryInterface;
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use FireflyIII\Repositories\Bill\BillRepositoryInterface;
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use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
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use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
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use FireflyIII\Repositories\UserGroups\Currency\CurrencyRepositoryInterface;
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use FireflyIII\Services\Internal\Support\JournalServiceTrait;
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use FireflyIII\Support\NullArrayObject;
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use FireflyIII\Validation\AccountValidator;
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/**
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* Class to centralise code that updates a journal given the input by system.
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*
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* Class JournalUpdateService
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*/
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class JournalUpdateService
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{
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use JournalServiceTrait;
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private BillRepositoryInterface $billRepository;
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private CurrencyRepositoryInterface $currencyRepository;
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private array $data;
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private ?Account $destinationAccount;
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private ?Transaction $destinationTransaction;
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private array $metaDate;
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private array $metaString;
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private ?Account $sourceAccount;
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private ?Transaction $sourceTransaction;
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private ?TransactionGroup $transactionGroup;
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private ?TransactionJournal $transactionJournal;
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/**
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* JournalUpdateService constructor.
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*/
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public function __construct()
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{
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$this->destinationAccount = null;
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$this->destinationTransaction = null;
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$this->sourceAccount = null;
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$this->sourceTransaction = null;
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$this->transactionGroup = null;
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$this->transactionJournal = null;
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$this->billRepository = app(BillRepositoryInterface::class);
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$this->categoryRepository = app(CategoryRepositoryInterface::class);
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$this->budgetRepository = app(BudgetRepositoryInterface::class);
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$this->tagFactory = app(TagFactory::class);
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$this->accountRepository = app(AccountRepositoryInterface::class);
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$this->currencyRepository = app(CurrencyRepositoryInterface::class);
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$this->metaString = [
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'sepa_cc',
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'sepa_ct_op',
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'sepa_ct_id',
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'sepa_db',
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'sepa_country',
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'sepa_ep',
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'sepa_ci',
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'sepa_batch_id',
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'recurrence_id',
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'internal_reference',
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'bunq_payment_id',
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'external_id',
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'external_url',
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];
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$this->metaDate = ['interest_date', 'book_date', 'process_date', 'due_date', 'payment_date',
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'invoice_date', ];
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}
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public function setData(array $data): void
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{
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$this->data = $data;
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}
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public function setTransactionGroup(TransactionGroup $transactionGroup): void
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{
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$this->transactionGroup = $transactionGroup;
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$this->billRepository->setUser($transactionGroup->user);
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$this->categoryRepository->setUser($transactionGroup->user);
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$this->budgetRepository->setUser($transactionGroup->user);
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$this->tagFactory->setUser($transactionGroup->user);
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$this->accountRepository->setUser($transactionGroup->user);
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$this->destinationAccount = null;
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$this->destinationTransaction = null;
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$this->sourceAccount = null;
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$this->sourceTransaction = null;
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}
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public function setTransactionJournal(TransactionJournal $transactionJournal): void
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{
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$this->transactionJournal = $transactionJournal;
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}
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public function update(): void
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{
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app('log')->debug(sprintf('Now in %s', __METHOD__));
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app('log')->debug(sprintf('Now in JournalUpdateService for journal #%d.', $this->transactionJournal->id));
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$this->data['reconciled'] = array_key_exists('reconciled', $this->data) ? $this->data['reconciled'] : null;
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// can we update account data using the new type?
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if ($this->hasValidAccounts()) {
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app('log')->info('Account info is valid, now update.');
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// update accounts:
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$this->updateAccounts();
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// then also update transaction journal type ID:
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$this->updateType();
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$this->transactionJournal->refresh();
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}
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// find and update bill, if possible.
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$this->updateBill();
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// update journal fields.
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$this->updateField('description');
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$this->updateField('date');
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$this->updateField('order');
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$this->transactionJournal->save();
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$this->transactionJournal->refresh();
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$this->updateCategory();
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$this->updateBudget();
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$this->updateTags();
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$this->updateReconciled();
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$this->updateNotes();
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$this->updateMeta();
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$this->updateCurrency();
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$this->updateAmount();
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$this->updateForeignAmount();
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app('preferences')->mark();
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$this->transactionJournal->refresh();
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}
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private function hasValidAccounts(): bool
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{
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return $this->hasValidSourceAccount() && $this->hasValidDestinationAccount();
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}
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private function hasValidSourceAccount(): bool
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{
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app('log')->debug('Now in hasValidSourceAccount().');
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$sourceId = $this->data['source_id'] ?? null;
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$sourceName = $this->data['source_name'] ?? null;
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if (!$this->hasFields(['source_id', 'source_name'])) {
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$origSourceAccount = $this->getOriginalSourceAccount();
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$sourceId = $origSourceAccount->id;
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$sourceName = $origSourceAccount->name;
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}
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// make new account validator.
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$expectedType = $this->getExpectedType();
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app('log')->debug(sprintf('(a) Expected type (new or unchanged) is %s', $expectedType));
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// make a new validator.
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/** @var AccountValidator $validator */
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$validator = app(AccountValidator::class);
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$validator->setTransactionType($expectedType);
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$validator->setUser($this->transactionJournal->user);
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$result = $validator->validateSource(['id' => $sourceId]);
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app('log')->debug(
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sprintf('hasValidSourceAccount(%d, "%s") will return %s', $sourceId, $sourceName, var_export($result, true))
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);
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// TODO typeoverrule the account validator may have a different opinion on the transaction type.
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// validate submitted info:
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return $result;
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}
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private function hasFields(array $fields): bool
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{
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foreach ($fields as $field) {
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if (array_key_exists($field, $this->data)) {
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return true;
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}
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}
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return false;
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}
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private function getOriginalSourceAccount(): Account
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{
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if (null === $this->sourceAccount) {
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$source = $this->getSourceTransaction();
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$this->sourceAccount = $source->account;
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}
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return $this->sourceAccount;
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}
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private function getSourceTransaction(): Transaction
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{
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if (null === $this->sourceTransaction) {
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$this->sourceTransaction = $this->transactionJournal->transactions()->with(['account'])->where(
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'amount',
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'<',
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0
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)->first();
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}
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app('log')->debug(sprintf('getSourceTransaction: %s', $this->sourceTransaction->amount));
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return $this->sourceTransaction;
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}
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/**
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* This method returns the current or expected type of the journal (in case of a change) based on the data in the
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* array.
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*
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* If the array contains key 'type' and the value is correct, this is returned. Otherwise, the original type is
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* returned.
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*/
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private function getExpectedType(): string
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{
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app('log')->debug('Now in getExpectedType()');
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if ($this->hasFields(['type'])) {
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return ucfirst('opening-balance' === $this->data['type'] ? 'opening balance' : $this->data['type']);
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}
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return $this->transactionJournal->transactionType->type;
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}
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private function hasValidDestinationAccount(): bool
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{
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app('log')->debug('Now in hasValidDestinationAccount().');
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$destId = $this->data['destination_id'] ?? null;
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$destName = $this->data['destination_name'] ?? null;
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if (!$this->hasFields(['destination_id', 'destination_name'])) {
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app('log')->debug('No destination info submitted, grab the original data.');
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$destination = $this->getOriginalDestinationAccount();
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$destId = $destination->id;
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$destName = $destination->name;
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}
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// make new account validator.
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$expectedType = $this->getExpectedType();
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app('log')->debug(sprintf('(b) Expected type (new or unchanged) is %s', $expectedType));
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// make a new validator.
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/** @var AccountValidator $validator */
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$validator = app(AccountValidator::class);
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$validator->setTransactionType($expectedType);
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$validator->setUser($this->transactionJournal->user);
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$validator->source = $this->getValidSourceAccount();
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$result = $validator->validateDestination(['id' => $destId, 'name' => $destName]);
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app('log')->debug(
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sprintf(
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'hasValidDestinationAccount(%d, "%s") will return %s',
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$destId,
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$destName,
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var_export($result, true)
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)
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);
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// TODO typeOverrule: the account validator may have another opinion on the transaction type.
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// validate submitted info:
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return $result;
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}
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private function getOriginalDestinationAccount(): Account
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{
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if (null === $this->destinationAccount) {
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$destination = $this->getDestinationTransaction();
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$this->destinationAccount = $destination->account;
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}
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return $this->destinationAccount;
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}
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/**
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* Get destination transaction.
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*/
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private function getDestinationTransaction(): Transaction
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{
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if (null === $this->destinationTransaction) {
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$this->destinationTransaction = $this->transactionJournal->transactions()->where('amount', '>', 0)->first();
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}
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return $this->destinationTransaction;
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}
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/**
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* Does a validation and returns the source account. This method will break if the source isn't really valid.
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*/
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private function getValidSourceAccount(): Account
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{
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app('log')->debug('Now in getValidSourceAccount().');
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if (!$this->hasFields(['source_id', 'source_name'])) {
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return $this->getOriginalSourceAccount();
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}
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$sourceInfo = [
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'id' => (int)($this->data['source_id'] ?? null),
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'name' => $this->data['source_name'] ?? null,
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'iban' => $this->data['source_iban'] ?? null,
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'number' => $this->data['source_number'] ?? null,
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'bic' => $this->data['source_bic'] ?? null,
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];
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$expectedType = $this->getExpectedType();
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try {
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$result = $this->getAccount($expectedType, 'source', $sourceInfo);
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} catch (FireflyException $e) {
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app('log')->error(sprintf('Cant get the valid source account: %s', $e->getMessage()));
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$result = $this->getOriginalSourceAccount();
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}
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app('log')->debug(sprintf('getValidSourceAccount() will return #%d ("%s")', $result->id, $result->name));
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return $result;
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}
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/**
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* Will update the source and destination accounts of this journal. Assumes they are valid.
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*/
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private function updateAccounts(): void
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{
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$source = $this->getValidSourceAccount();
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$destination = $this->getValidDestinationAccount();
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// cowardly refuse to update if both accounts are the same.
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if ($source->id === $destination->id) {
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app('log')->error(sprintf('Source + dest accounts are equal (%d, "%s")', $source->id, $source->name));
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return;
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}
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$origSourceTransaction = $this->getSourceTransaction();
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$origSourceTransaction->account()->associate($source);
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$origSourceTransaction->save();
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$destTransaction = $this->getDestinationTransaction();
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$destTransaction->account()->associate($destination);
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$destTransaction->save();
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// refresh transactions.
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$this->sourceTransaction->refresh();
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$this->destinationTransaction->refresh();
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app('log')->debug(sprintf('Will set source to #%d ("%s")', $source->id, $source->name));
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app('log')->debug(sprintf('Will set dest to #%d ("%s")', $destination->id, $destination->name));
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}
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/**
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* Does a validation and returns the destination account. This method will break if the dest isn't really valid.
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*/
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private function getValidDestinationAccount(): Account
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{
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app('log')->debug('Now in getValidDestinationAccount().');
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if (!$this->hasFields(['destination_id', 'destination_name'])) {
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return $this->getOriginalDestinationAccount();
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}
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$destInfo = [
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'id' => (int)($this->data['destination_id'] ?? null),
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'name' => $this->data['destination_name'] ?? null,
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'iban' => $this->data['destination_iban'] ?? null,
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'number' => $this->data['destination_number'] ?? null,
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'bic' => $this->data['destination_bic'] ?? null,
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];
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// make new account validator.
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$expectedType = $this->getExpectedType();
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app('log')->debug(sprintf('(c) Expected type (new or unchanged) is %s', $expectedType));
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try {
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$result = $this->getAccount($expectedType, 'destination', $destInfo);
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} catch (FireflyException $e) {
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app('log')->error(sprintf('getValidDestinationAccount() threw unexpected error: %s', $e->getMessage()));
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$result = $this->getOriginalDestinationAccount();
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}
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return $result;
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}
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/**
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* Updates journal transaction type.
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*/
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private function updateType(): void
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{
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app('log')->debug('Now in updateType()');
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if ($this->hasFields(['type'])) {
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$type = 'opening-balance' === $this->data['type'] ? 'opening balance' : $this->data['type'];
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app('log')->debug(
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sprintf(
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'Trying to change journal #%d from a %s to a %s.',
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$this->transactionJournal->id,
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$this->transactionJournal->transactionType->type,
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$type
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)
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);
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/** @var TransactionTypeFactory $typeFactory */
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$typeFactory = app(TransactionTypeFactory::class);
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$result = $typeFactory->find($this->data['type']);
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if (null !== $result) {
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app('log')->debug('Changed transaction type!');
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$this->transactionJournal->transaction_type_id = $result->id;
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$this->transactionJournal->save();
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return;
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}
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return;
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}
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app('log')->debug('No type field present.');
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}
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/**
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* Update journal bill information.
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*/
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private function updateBill(): void
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{
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$type = $this->transactionJournal->transactionType->type;
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if ((
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array_key_exists('bill_id', $this->data)
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|| array_key_exists('bill_name', $this->data)
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)
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&& TransactionType::WITHDRAWAL === $type
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) {
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$billId = (int)($this->data['bill_id'] ?? 0);
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$billName = (string)($this->data['bill_name'] ?? '');
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$bill = $this->billRepository->findBill($billId, $billName);
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$this->transactionJournal->bill_id = $bill?->id;
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app('log')->debug('Updated bill ID');
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}
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}
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/**
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* Update journal generic field. Cannot be set to NULL.
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*/
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private function updateField(string $fieldName): void
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{
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if (array_key_exists($fieldName, $this->data) && '' !== (string)$this->data[$fieldName]) {
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$value = $this->data[$fieldName];
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if ('date' === $fieldName) {
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if ($value instanceof Carbon) {
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// update timezone.
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$value->setTimezone(config('app.timezone'));
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}
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if (!$value instanceof Carbon) {
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$value = new Carbon($value);
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}
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// do some parsing.
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app('log')->debug(sprintf('Create date value from string "%s".', $value));
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}
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event(
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new TriggeredAuditLog(
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$this->transactionJournal->user,
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$this->transactionJournal,
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sprintf('update_%s', $fieldName),
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$this->transactionJournal->{$fieldName}, // @phpstan-ignore-line
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$value
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)
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);
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$this->transactionJournal->{$fieldName} = $value; // @phpstan-ignore-line
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app('log')->debug(sprintf('Updated %s', $fieldName));
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}
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}
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private function updateCategory(): void
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{
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// update category
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if ($this->hasFields(['category_id', 'category_name'])) {
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app('log')->debug('Will update category.');
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$this->storeCategory($this->transactionJournal, new NullArrayObject($this->data));
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}
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}
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private function updateBudget(): void
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{
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// update budget
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if ($this->hasFields(['budget_id', 'budget_name'])) {
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app('log')->debug('Will update budget.');
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$this->storeBudget($this->transactionJournal, new NullArrayObject($this->data));
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}
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// is transfer? remove budget
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if (TransactionType::TRANSFER === $this->transactionJournal->transactionType->type) {
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$this->transactionJournal->budgets()->sync([]);
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}
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}
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private function updateTags(): void
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{
|
|
if ($this->hasFields(['tags'])) {
|
|
app('log')->debug('Will update tags.');
|
|
$tags = $this->data['tags'] ?? null;
|
|
$this->storeTags($this->transactionJournal, $tags);
|
|
}
|
|
}
|
|
|
|
private function updateReconciled(): void
|
|
{
|
|
if (array_key_exists('reconciled', $this->data) && is_bool($this->data['reconciled'])) {
|
|
$this->transactionJournal->transactions()->update(['reconciled' => $this->data['reconciled']]);
|
|
}
|
|
}
|
|
|
|
private function updateNotes(): void
|
|
{
|
|
// update notes.
|
|
if ($this->hasFields(['notes'])) {
|
|
$notes = '' === (string)$this->data['notes'] ? null : $this->data['notes'];
|
|
$this->storeNotes($this->transactionJournal, $notes);
|
|
}
|
|
}
|
|
|
|
private function updateMeta(): void
|
|
{
|
|
// update meta fields.
|
|
// first string
|
|
if ($this->hasFields($this->metaString)) {
|
|
app('log')->debug('Meta string fields are present.');
|
|
$this->updateMetaFields();
|
|
}
|
|
|
|
// then date fields.
|
|
if ($this->hasFields($this->metaDate)) {
|
|
app('log')->debug('Meta date fields are present.');
|
|
$this->updateMetaDateFields();
|
|
}
|
|
}
|
|
|
|
private function updateMetaFields(): void
|
|
{
|
|
/** @var TransactionJournalMetaFactory $factory */
|
|
$factory = app(TransactionJournalMetaFactory::class);
|
|
|
|
foreach ($this->metaString as $field) {
|
|
if ($this->hasFields([$field])) {
|
|
$value = '' === $this->data[$field] ? null : $this->data[$field];
|
|
app('log')->debug(sprintf('Field "%s" is present ("%s"), try to update it.', $field, $value));
|
|
$set = [
|
|
'journal' => $this->transactionJournal,
|
|
'name' => $field,
|
|
'data' => $value,
|
|
];
|
|
$factory->updateOrCreate($set);
|
|
}
|
|
}
|
|
}
|
|
|
|
private function updateMetaDateFields(): void
|
|
{
|
|
/** @var TransactionJournalMetaFactory $factory */
|
|
$factory = app(TransactionJournalMetaFactory::class);
|
|
|
|
foreach ($this->metaDate as $field) {
|
|
if ($this->hasFields([$field])) {
|
|
try {
|
|
$value = '' === (string)$this->data[$field] ? null : new Carbon($this->data[$field]);
|
|
} catch (InvalidDateException|InvalidFormatException $e) { // @phpstan-ignore-line
|
|
app('log')->debug(sprintf('%s is not a valid date value: %s', $this->data[$field], $e->getMessage()));
|
|
|
|
return;
|
|
}
|
|
app('log')->debug(sprintf('Field "%s" is present ("%s"), try to update it.', $field, $value));
|
|
$set = [
|
|
'journal' => $this->transactionJournal,
|
|
'name' => $field,
|
|
'data' => $value,
|
|
];
|
|
$factory->updateOrCreate($set);
|
|
}
|
|
}
|
|
}
|
|
|
|
private function updateCurrency(): void
|
|
{
|
|
// update transactions.
|
|
if (!$this->hasFields(['currency_id', 'currency_code'])) {
|
|
return;
|
|
}
|
|
$currencyId = $this->data['currency_id'] ?? null;
|
|
$currencyCode = $this->data['currency_code'] ?? null;
|
|
$currency = $this->currencyRepository->findCurrency($currencyId, $currencyCode);
|
|
// update currency everywhere.
|
|
$this->transactionJournal->transaction_currency_id = $currency->id;
|
|
$this->transactionJournal->save();
|
|
|
|
$source = $this->getSourceTransaction();
|
|
$source->transaction_currency_id = $currency->id;
|
|
$source->save();
|
|
|
|
$dest = $this->getDestinationTransaction();
|
|
$dest->transaction_currency_id = $currency->id;
|
|
$dest->save();
|
|
|
|
// refresh transactions.
|
|
$this->sourceTransaction->refresh();
|
|
$this->destinationTransaction->refresh();
|
|
app('log')->debug(sprintf('Updated currency to #%d (%s)', $currency->id, $currency->code));
|
|
}
|
|
|
|
private function updateAmount(): void
|
|
{
|
|
app('log')->debug(sprintf('Now in %s', __METHOD__));
|
|
if (!$this->hasFields(['amount'])) {
|
|
return;
|
|
}
|
|
|
|
$value = $this->data['amount'] ?? '';
|
|
app('log')->debug(sprintf('Amount is now "%s"', $value));
|
|
|
|
try {
|
|
$amount = $this->getAmount($value);
|
|
} catch (FireflyException $e) {
|
|
app('log')->debug(sprintf('getAmount("%s") returns error: %s', $value, $e->getMessage()));
|
|
|
|
return;
|
|
}
|
|
$origSourceTransaction = $this->getSourceTransaction();
|
|
$origSourceTransaction->amount = app('steam')->negative($amount);
|
|
$origSourceTransaction->save();
|
|
$destTransaction = $this->getDestinationTransaction();
|
|
$destTransaction->amount = app('steam')->positive($amount);
|
|
$destTransaction->save();
|
|
// refresh transactions.
|
|
$this->sourceTransaction->refresh();
|
|
$this->destinationTransaction->refresh();
|
|
app('log')->debug(sprintf('Updated amount to "%s"', $amount));
|
|
}
|
|
|
|
private function updateForeignAmount(): void
|
|
{
|
|
// amount, foreign currency.
|
|
if (!$this->hasFields(['foreign_currency_id', 'foreign_currency_code', 'foreign_amount'])) {
|
|
return;
|
|
}
|
|
|
|
$amount = $this->data['foreign_amount'] ?? null;
|
|
$foreignAmount = $this->getForeignAmount($amount);
|
|
$source = $this->getSourceTransaction();
|
|
$dest = $this->getDestinationTransaction();
|
|
$foreignCurrency = $source->foreignCurrency;
|
|
|
|
// find currency in data array
|
|
$newForeignId = $this->data['foreign_currency_id'] ?? null;
|
|
$newForeignCode = $this->data['foreign_currency_code'] ?? null;
|
|
$foreignCurrency = $this->currencyRepository->findCurrencyNull($newForeignId, $newForeignCode) ??
|
|
$foreignCurrency;
|
|
|
|
// not the same as normal currency
|
|
if (null !== $foreignCurrency && $foreignCurrency->id === $this->transactionJournal->transaction_currency_id) {
|
|
app('log')->error(sprintf('Foreign currency is equal to normal currency (%s)', $foreignCurrency->code));
|
|
|
|
return;
|
|
}
|
|
|
|
// add foreign currency info to source and destination if possible.
|
|
if (null !== $foreignCurrency && null !== $foreignAmount) {
|
|
$source->foreign_currency_id = $foreignCurrency->id;
|
|
$source->foreign_amount = app('steam')->negative($foreignAmount);
|
|
$source->save();
|
|
$dest->foreign_currency_id = $foreignCurrency->id;
|
|
$dest->foreign_amount = app('steam')->positive($foreignAmount);
|
|
$dest->save();
|
|
|
|
app('log')->debug(
|
|
sprintf(
|
|
'Update foreign info to %s (#%d) %s',
|
|
$foreignCurrency->code,
|
|
$foreignCurrency->id,
|
|
$foreignAmount
|
|
)
|
|
);
|
|
|
|
// refresh transactions.
|
|
$this->sourceTransaction->refresh();
|
|
$this->destinationTransaction->refresh();
|
|
|
|
return;
|
|
}
|
|
if ('0' === $amount) {
|
|
$source->foreign_currency_id = null;
|
|
$source->foreign_amount = null;
|
|
$source->save();
|
|
|
|
$dest->foreign_currency_id = null;
|
|
$dest->foreign_amount = null;
|
|
$dest->save();
|
|
app('log')->debug(sprintf('Foreign amount is "%s" so remove foreign amount info.', $amount));
|
|
}
|
|
app('log')->info('Not enough info to update foreign currency info.');
|
|
|
|
// refresh transactions.
|
|
$this->sourceTransaction->refresh();
|
|
$this->destinationTransaction->refresh();
|
|
}
|
|
}
|