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https://github.com/firefly-iii/firefly-iii.git
synced 2025-01-11 08:31:58 -06:00
Expand API so you can also submit IBAN, BIC or number for new accounts
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parent
79debe4941
commit
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@ -74,7 +74,7 @@ class TransactionStoreRequest extends Request
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{
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$rules = [
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// basic fields for group:
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'group_title' => 'between:1,1000',
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'group_title' => 'between:1,1000|nullable',
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// transaction rules (in array for splits):
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'transactions.*.type' => 'required|in:withdrawal,deposit,transfer,opening-balance,reconciliation',
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@ -82,10 +82,10 @@ class TransactionStoreRequest extends Request
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'transactions.*.order' => 'numeric|min:0',
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// currency info
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'transactions.*.currency_id' => 'numeric|exists:transaction_currencies,id',
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'transactions.*.currency_code' => 'min:3|max:3|exists:transaction_currencies,code',
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'transactions.*.foreign_currency_id' => 'numeric|exists:transaction_currencies,id',
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'transactions.*.foreign_currency_code' => 'min:3|max:3|exists:transaction_currencies,code',
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'transactions.*.currency_id' => 'numeric|exists:transaction_currencies,id|nullable',
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'transactions.*.currency_code' => 'min:3|max:3|exists:transaction_currencies,code|nullable',
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'transactions.*.foreign_currency_id' => 'numeric|exists:transaction_currencies,id|nullable',
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'transactions.*.foreign_currency_code' => 'min:3|max:3|exists:transaction_currencies,code|nullable',
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// amount
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'transactions.*.amount' => 'required|numeric|more:0',
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@ -97,10 +97,16 @@ class TransactionStoreRequest extends Request
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// source of transaction
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'transactions.*.source_id' => ['numeric', 'nullable', new BelongsUser],
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'transactions.*.source_name' => 'between:1,255|nullable',
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'transactions.*.source_iban' => 'between:1,255|nullable|iban',
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'transactions.*.source_number' => 'between:1,255|nullable',
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'transactions.*.source_bic' => 'between:1,255|nullable|bic',
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// destination of transaction
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'transactions.*.destination_id' => ['numeric', 'nullable', new BelongsUser],
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'transactions.*.destination_name' => 'between:1,255|nullable',
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'transactions.*.destination_iban' => 'between:1,255|nullable|iban',
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'transactions.*.destination_number' => 'between:1,255|nullable',
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'transactions.*.destination_bic' => 'between:1,255|nullable|bic',
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// budget, category, bill and piggy
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'transactions.*.budget_id' => ['mustExist:budgets,id', new BelongsUser],
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@ -202,7 +208,7 @@ class TransactionStoreRequest extends Request
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'date' => $this->dateFromValue($object['date']),
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'order' => $this->integerFromValue((string)$object['order']),
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'currency_id' => $this->integerFromValue($object['currency_id']),
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'currency_id' => $this->integerFromValue((string)$object['currency_id']),
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'currency_code' => $this->stringFromValue($object['currency_code']),
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// foreign currency info:
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@ -219,10 +225,16 @@ class TransactionStoreRequest extends Request
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// source of transaction. If everything is null, assume cash account.
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'source_id' => $this->integerFromValue((string)$object['source_id']),
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'source_name' => $this->stringFromValue($object['source_name']),
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'source_iban' => $this->stringFromValue($object['source_iban']),
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'source_number' => $this->stringFromValue($object['source_number']),
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'source_bic' => $this->stringFromValue($object['source_bic']),
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// destination of transaction. If everything is null, assume cash account.
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'destination_id' => $this->integerFromValue((string)$object['destination_id']),
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'destination_name' => $this->stringFromValue($object['destination_name']),
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'destination_iban' => $this->stringFromValue($object['destination_iban']),
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'destination_number' => $this->stringFromValue($object['destination_number']),
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'destination_bic' => $this->stringFromValue($object['destination_bic']),
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// budget info
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'budget_id' => $this->integerFromValue((string)$object['budget_id']),
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@ -105,7 +105,13 @@ class TransactionUpdateRequest extends Request
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'foreign_amount',
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'description',
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'source_name',
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'source_iban',
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'source_number',
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'source_bic',
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'destination_name',
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'destination_iban',
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'destination_number',
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'destination_bic',
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'budget_name',
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'category_name',
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'bill_name',
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@ -68,7 +68,6 @@ class AccountMetaFactory
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{
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/** @var AccountMeta $entry */
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$entry = $account->accountMeta()->where('name', $field)->first();
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// must not be an empty string:
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if ('' !== $value) {
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@ -212,16 +212,33 @@ class TransactionJournalFactory
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$carbon->setTimezone(config('app.timezone'));
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/** Get source + destination account */
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Log::debug(sprintf('Source info: ID #%d, name "%s"', $row['source_id'], $row['source_name']));
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Log::debug(sprintf('Destination info: ID #%d, name "%s"', $row['destination_id'], $row['destination_name']));
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Log::debug(sprintf('Currency is #%d (%s)', $currency->id, $currency->code));
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try {
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// validate source and destination using a new Validator.
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$this->validateAccounts($row);
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/** create or get source and destination accounts */
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$sourceAccount = $this->getAccount($type->type, 'source', (int)$row['source_id'], $row['source_name']);
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$destinationAccount = $this->getAccount($type->type, 'destination', (int)$row['destination_id'], $row['destination_name']);
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$sourceInfo = [
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'id' => (int)$row['source_id'],
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'name' => $row['source_name'],
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'iban' => $row['source_iban'],
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'number' => $row['source_number'],
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'bic' => $row['source_bic'],
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];
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$destInfo = [
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'id' => (int)$row['destination_id'],
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'name' => $row['destination_name'],
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'iban' => $row['destination_iban'],
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'number' => $row['destination_number'],
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'bic' => $row['destination_bic'],
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];
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Log::debug('Source info:', $sourceInfo);
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Log::debug('Destination info:', $destInfo);
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$sourceAccount = $this->getAccount($type->type, 'source', $sourceInfo);
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$destinationAccount = $this->getAccount($type->type, 'destination', $destInfo);
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// @codeCoverageIgnoreStart
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} catch (FireflyException $e) {
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Log::error('Could not validate source or destination.');
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@ -372,8 +389,10 @@ class TransactionJournalFactory
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// return user's default:
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return app('amount')->getDefaultCurrencyByUser($this->user);
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}
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$result = $preference ?? $currency;
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Log::debug(sprintf('Currency is now #%d (%s) because of account #%d (%s)', $result->id, $result->code, $account->id, $account->name));
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return $preference ?? $currency;
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return $result;
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}
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/**
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@ -70,7 +70,7 @@ class EditController extends Controller
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public function edit(TransactionGroup $transactionGroup)
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{
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app('preferences')->mark();
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if (!$this->isEditableGroup($transactionGroup)) {
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return $this->redirectGroupToAccount($transactionGroup); // @codeCoverageIgnore
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}
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@ -160,6 +160,10 @@ class BelongsUser implements Rule
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*/
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private function validateAccountId(int $value): bool
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{
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if (0 === $value) {
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// its ok to submit 0. other checks will fail.
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return true;
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}
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$count = Account::where('id', '=', $value)->where('user_id', '=', auth()->user()->id)->count();
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return 1 === $count;
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@ -25,6 +25,7 @@ namespace FireflyIII\Services\Internal\Support;
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use Exception;
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use FireflyIII\Exceptions\FireflyException;
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use FireflyIII\Factory\AccountMetaFactory;
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use FireflyIII\Factory\TagFactory;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\AccountType;
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@ -82,18 +83,17 @@ trait JournalServiceTrait
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}
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/**
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* @param string $transactionType
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* @param string $direction
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* @param int|null $accountId
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* @param string|null $accountName
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* @param string $transactionType
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* @param string $direction
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* @param array $data
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*
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* @return Account
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* @codeCoverageIgnore
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*/
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protected function getAccount(string $transactionType, string $direction, ?int $accountId, ?string $accountName): Account
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protected function getAccount(string $transactionType, string $direction, array $data): Account
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{
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// some debug logging:
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Log::debug(sprintf('Now in getAccount(%s, %d, %s)', $direction, $accountId, $accountName));
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Log::debug(sprintf('Now in getAccount(%s)', $direction), $data);
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// final result:
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$result = null;
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@ -109,8 +109,8 @@ trait JournalServiceTrait
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Log::debug(sprintf($message, $transactionType, $direction, implode(', ', $expectedTypes[$transactionType])));
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// first attempt, find by ID.
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if (null !== $accountId) {
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$search = $this->accountRepository->findNull($accountId);
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if (null !== $data['id']) {
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$search = $this->accountRepository->findNull($data['id']);
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if (null !== $search && in_array($search->accountType->type, $expectedTypes[$transactionType], true)) {
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Log::debug(
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sprintf('Found "account_id" object for %s: #%d, "%s" of type %s', $direction, $search->id, $search->name, $search->accountType->type)
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@ -120,12 +120,12 @@ trait JournalServiceTrait
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}
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// second attempt, find by name.
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if (null === $result && null !== $accountName) {
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if (null === $result && null !== $data['name']) {
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Log::debug('Found nothing by account ID.');
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// find by preferred type.
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$source = $this->accountRepository->findByName($accountName, [$expectedTypes[$transactionType][0]]);
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$source = $this->accountRepository->findByName($data['name'], [$expectedTypes[$transactionType][0]]);
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// or any expected type.
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$source = $source ?? $this->accountRepository->findByName($accountName, $expectedTypes[$transactionType]);
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$source = $source ?? $this->accountRepository->findByName($data['name'], $expectedTypes[$transactionType]);
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if (null !== $source) {
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Log::debug(sprintf('Found "account_name" object for %s: #%d, %s', $direction, $source->id, $source->name));
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@ -134,30 +134,57 @@ trait JournalServiceTrait
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}
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}
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// third attempt, find by IBAN
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if (null === $result && null !== $data['iban']) {
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Log::debug('Found nothing by account name.');
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// find by preferred type.
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$source = $this->accountRepository->findByIbanNull($data['iban'], [$expectedTypes[$transactionType][0]]);
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// or any expected type.
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$source = $source ?? $this->accountRepository->findByIbanNull($data['iban'], $expectedTypes[$transactionType]);
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if (null !== $source) {
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Log::debug(sprintf('Found "account_iban" object for %s: #%d, %s', $direction, $source->id, $source->name));
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$result = $source;
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}
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}
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// return cash account.
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if (null === $result && null === $accountName
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if (null === $result && null === $data['name']
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&& in_array(AccountType::CASH, $expectedTypes[$transactionType], true)) {
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$result = $this->accountRepository->getCashAccount();
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}
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// return new account.
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if (null === $result) {
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$accountName = $accountName ?? '(no name)';
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$data['name'] = $data['name'] ?? '(no name)';
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// final attempt, create it.
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$preferredType = $expectedTypes[$transactionType][0];
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if (AccountType::ASSET === $preferredType) {
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throw new FireflyException(sprintf('TransactionFactory: Cannot create asset account with ID #%d or name "%s".', $accountId, $accountName));
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throw new FireflyException('TransactionFactory: Cannot create asset account with these values', $data);
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}
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$result = $this->accountRepository->store(
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[
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'account_type_id' => null,
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'account_type' => $preferredType,
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'name' => $accountName,
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'account_type' => $preferredType,
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'name' => $data['name'],
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'active' => true,
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'iban' => null,
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'iban' => $data['iban'],
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]
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);
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// store BIC
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if (null !== $data['bic']) {
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/** @var AccountMetaFactory $metaFactory */
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$metaFactory = app(AccountMetaFactory::class);
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$metaFactory->create(['account_id' => $result->id, 'name' => 'BIC', 'data' => $data['bic']]);
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}
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// store account number
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if (null !== $data['number']) {
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/** @var AccountMetaFactory $metaFactory */
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$metaFactory = app(AccountMetaFactory::class);
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$metaFactory->create(['account_id' => $result->id, 'name' => 'account_number', 'data' => $data['bic']]);
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}
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}
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return $result;
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@ -294,14 +294,19 @@ class JournalUpdateService
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return $this->getOriginalDestinationAccount();
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}
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$destId = $this->data['destination_id'] ?? null;
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$destName = $this->data['destination_name'] ?? null;
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$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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Log::debug(sprintf('Expected type (new or unchanged) is %s', $expectedType));
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try {
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$result = $this->getAccount($expectedType, 'destination', $destId, $destName);
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$result = $this->getAccount($expectedType, 'destination', $destInfo);
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} catch (FireflyException $e) {
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Log::error(sprintf('getValidDestinationAccount() threw unexpected error: %s', $e->getMessage()));
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$result = $this->getOriginalDestinationAccount();
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@ -318,16 +323,22 @@ class JournalUpdateService
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private function getValidSourceAccount(): Account
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{
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Log::debug('Now in getValidSourceAccount().');
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$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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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', $sourceId, $sourceName);
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$result = $this->getAccount($expectedType, 'source', $sourceInfo);
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} catch (FireflyException $e) {
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Log::error(sprintf('Cant get the valid source account: %s', $e->getMessage()));
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@ -108,7 +108,7 @@ class AccountSearch implements GenericSearchInterface
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break;
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}
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return $query->get(['accounts.*']);
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return $query->distinct()->get(['accounts.*']);
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}
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/**
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