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Can now create transfers with different currencies.

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James Cole 2017-04-14 22:25:48 +02:00
parent e2fe8cfb75
commit a27f5d2474
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6 changed files with 165 additions and 29 deletions
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10
app/Http/Requests/JournalFormRequest.php
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@ -67,8 +67,10 @@ class JournalFormRequest extends Request
'destination_account_name' => $this->string('destination_account_name'),
'piggy_bank_id' => $this->integer('piggy_bank_id'),
// native amount
// native amount and stuff like that:
'native_amount' => $this->float('native_amount'),
'source_amount' => $this->float('source_amount'),
'destination_amount' => $this->float('destination_amount'),
];
@ -105,8 +107,10 @@ class JournalFormRequest extends Request
'destination_account_name' => 'between:1,255',
'piggy_bank_id' => 'between:1,255',
// exchange rate data:
'native_amount' => 'numeric|more:0',
// foreign currency amounts
'native_amount' => 'numeric|more:0',
'source_amount' => 'numeric|more:0',
'destination_amount' => 'numeric|more:0',
];
// some rules get an upgrade depending on the type of data:

39
app/Repositories/Journal/JournalRepository.php
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@ -778,29 +778,38 @@ class JournalRepository implements JournalRepositoryInterface
/** @var TransactionType $transactionType */
$transactionType = TransactionType::where('type', ucfirst($data['what']))->first();
$submittedCurrencyId = $data['currency_id'];
$amount = strval($data['amount']);
// which account to check for what the native currency is?
$check = 'source';
if ($transactionType->type === TransactionType::DEPOSIT) {
$check = 'destination';
}
if ($transactionType->type === TransactionType::TRANSFER) {
throw new FireflyException('Cannot handle transfers in verifyNativeAmount()');
}
switch ($transactionType->type) {
case TransactionType::DEPOSIT:
case TransactionType::WITHDRAWAL:
// continue:
$nativeCurrencyId = intval($accounts[$check]->getMeta('currency_id'));
// continue:
$nativeCurrencyId = intval($accounts[$check]->getMeta('currency_id'));
// does not match? Then user has submitted amount in a foreign currency:
if ($nativeCurrencyId !== $submittedCurrencyId) {
// store amount and submitted currency in "foreign currency" fields:
$data['foreign_amount'] = $data['amount'];
$data['foreign_currency_id'] = $submittedCurrencyId;
// does not match? Then user has submitted amount in a foreign currency:
if ($nativeCurrencyId !== $submittedCurrencyId) {
// store amount and submitted currency in "foreign currency" fields:
$data['foreign_amount'] = $data['amount'];
$data['foreign_currency_id'] = $submittedCurrencyId;
// overrule the amount and currency ID fields to be the original again:
$data['amount'] = strval($data['native_amount']);
$data['currency_id'] = $nativeCurrencyId;
// overrule the amount and currency ID fields to be the original again:
$data['amount'] = strval($data['native_amount']);
$data['currency_id'] = $nativeCurrencyId;
}
break;
case TransactionType::TRANSFER:
// source gets the original amount.
$data['amount'] = strval($data['source_amount']);
$data['currency_id'] = intval($accounts['source']->getMeta('currency_id'));
$data['foreign_amount'] = strval($data['destination_amount']);
$data['foreign_currency_id'] = intval($accounts['destination']->getMeta('currency_id'));
break;
default:
throw new FireflyException(sprintf('Cannot handle %s in verifyNativeAmount()', $transactionType->type));
}
return $data;

136
public/js/ff/transactions/single/create.js
View File

@ -11,27 +11,68 @@
$(document).ready(function () {
"use strict";
// hide ALL exchange things and AMOUNT things
$('#exchange_rate_instruction_holder').hide();
$('#native_amount_holder').hide();
$('#amount_holder').hide();
$('#source_amount_holder').hide();
$('#destination_amount_holder').hide();
// respond to switch buttons (first time always triggers)
updateButtons();
updateForm();
updateLayout();
updateDescription();
updateNativeCurrency(); // verify native currency by first account (may be different).
updateNativeCurrency();
// hide ALL exchange things
$('#exchange_rate_instruction_holder').hide();
$('#native_amount_holder').hide();
// when user changes source account, native currency may be different.
// when user changes source account or destination, native currency may be different.
$('select[name="source_account_id"]').on('change', updateNativeCurrency);
$('select[name="destination_account_id"]').on('change', updateNativeCurrency);
// convert foreign currency to native currency.
// convert foreign currency to native currency (when input changes, exchange rate)
$('#ffInput_amount').on('change', convertForeignToNative);
// convert source currency to destination currency (slightly different routine for transfers)
$('#ffInput_source_amount').on('change', convertSourceToDestination);
// when user selects different currency,
$('.currency-option').on('click', selectsForeignCurrency);
});
/**
* Convert from source amount currency to destination currency for transfers.
*
*/
function convertSourceToDestination() {
var sourceAccount = $('select[name="source_account_id"]').val();
var destAccount = $('select[name="destination_account_id"]').val();
var sourceCurrency = accountInfo[sourceAccount].preferredCurrency;
var destinationCurrency = accountInfo[destAccount].preferredCurrency;
var sourceCurrencyCode = currencyInfo[sourceCurrency].code;
var destinationCurrencyCode = currencyInfo[destinationCurrency].code;
var date = $('#ffInput_date').val();
var amount = $('#ffInput_source_amount').val();
$('#ffInput_amount').val(amount);
var uri = 'json/rate/' + sourceCurrencyCode + '/' + destinationCurrencyCode + '/' + date + '?amount=' + amount;
console.log('Will grab ' + uri);
$.get(uri).done(updateDestinationAmount);
}
/**
* Once the data has been grabbed will update the field (for transfers)
* @param data
*/
function updateDestinationAmount(data) {
console.log('Returned data:');
console.log(data);
$('#ffInput_destination_amount').val(data.amount);
}
/**
* This function generates a small helper text to explain the user
* that they have selected a foreign currency.
@ -48,7 +89,21 @@ function getExchangeInstructions() {
return text;
}
/**
* Same as above but for transfers
*/
function getTransferExchangeInstructions() {
var sourceAccount = $('select[name="source_account_id"]').val();
var destAccount = $('select[name="destination_account_id"]').val();
var sourceCurrency = accountInfo[sourceAccount].preferredCurrency;
var destinationCurrency = accountInfo[destAccount].preferredCurrency;
return transferInstructions.replace('@source_name', accountInfo[sourceAccount].name)
.replace('@dest_name', accountInfo[destAccount].name)
.replace(/@source_currency/g, currencyInfo[sourceCurrency].name)
.replace(/@dest_currency/g, currencyInfo[destinationCurrency].name);
}
/**
* There is an input that shows the currency symbol that is native to the selected
@ -63,6 +118,41 @@ function updateNativeCurrency() {
$('.currency-option[data-id="' + nativeCurrencyId + '"]').click();
$('[data-toggle="dropdown"]').parent().removeClass('open');
$('select[name="source_account_id"]').focus();
validateCurrencyForTransfer();
}
/**
* When the transaction to create is a transfer some more checks are necessary.
*/
function validateCurrencyForTransfer() {
if (what !== "transfer") {
return;
}
$('#source_amount_holder').show();
var sourceAccount = $('select[name="source_account_id"]').val();
var destAccount = $('select[name="destination_account_id"]').val();
var sourceCurrency = accountInfo[sourceAccount].preferredCurrency;
var sourceSymbol = currencyInfo[sourceCurrency].symbol;
var destinationCurrency = accountInfo[destAccount].preferredCurrency;
var destinationSymbol = currencyInfo[destinationCurrency].symbol;
$('#source_amount_holder').show().find('.non-selectable-currency-symbol').text(sourceSymbol);
if (sourceCurrency === destinationCurrency) {
console.log('Both accounts accept ' + sourceCurrency);
$('#destination_amount_holder').hide();
$('#amount_holder').hide();
return;
}
console.log('Source accepts #' + sourceCurrency + ', destination #' + destinationCurrency);
$('#ffInput_exchange_rate_instruction').text(getTransferExchangeInstructions());
$('#exchange_rate_instruction_holder').show();
$('input[name="source_amount"]').val($('input[name="amount"]').val());
convertSourceToDestination();
$('#destination_amount_holder').show().find('.non-selectable-currency-symbol').text(destinationSymbol);
$('#amount_holder').hide();
}
/**
@ -94,7 +184,7 @@ function updateForm() {
$('input[name="what"]').val(what);
switch (what) {
case 'withdrawal':
// show source_id and dest_name:
// show source_id and dest_name
$('#source_account_id_holder').show();
$('#destination_account_name_holder').show();
@ -102,7 +192,7 @@ function updateForm() {
$('#source_account_name_holder').hide();
$('#destination_account_id_holder').hide();
// show budget:
//
$('#budget_id_holder').show();
// hide piggy bank:
@ -114,6 +204,17 @@ function updateForm() {
$('#ffInput_source_account_name').val($('#ffInput_destination_account_name').val());
}
// exchange / foreign currencies:
// hide explanation, hide source and destination amounts:
$('#exchange_rate_instruction_holder').hide();
$('#source_amount_holder').hide();
$('#destination_amount_holder').hide();
// show normal amount:
$('#amount_holder').show();
// update the amount thing:
updateNativeCurrency();
break;
case 'deposit':
// show source_name and dest_id:
@ -134,6 +235,17 @@ function updateForm() {
$('#ffInput_destination_account_name').val($('#ffInput_source_account_name').val());
}
// exchange / foreign currencies:
// hide explanation, hide source and destination amounts:
$('#exchange_rate_instruction_holder').hide();
$('#source_amount_holder').hide();
$('#destination_amount_holder').hide();
// show normal amount:
$('#amount_holder').show();
// update the amount thing:
updateNativeCurrency();
break;
case 'transfer':
// show source_id and dest_id:
@ -144,7 +256,6 @@ function updateForm() {
$('#source_account_name_holder').hide();
$('#destination_account_name_holder').hide();
// hide budget
$('#budget_id_holder').hide();
if (piggiesLength === 0) {
@ -152,6 +263,10 @@ function updateForm() {
} else {
$('#piggy_bank_id_holder').show();
}
// update the amount thing:
updateNativeCurrency();
break;
default:
// no action.
@ -206,8 +321,7 @@ function getAccountId() {
if (what === "withdrawal") {
return $('select[name="source_account_id"]').val();
}
if (what === "deposit") {
if (what === "deposit" || what === "transfer") {
return $('select[name="destination_account_id"]').val();
}
alert('Cannot handle ' + what);
}

1
resources/lang/en_US/firefly.php
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@ -136,6 +136,7 @@ return [
'journals_in_period_for_category' => 'All transactions for category :name between :start and :end',
'not_available_demo_user' => 'The feature you try to access is not available to demo users.',
'exchange_rate_instructions' => 'Asset account "@name" only accepts transactions in @native_currency. If you wish to use @foreign_currency instead, make sure that the amount in @native_currency is known as well:',
'transfer_exchange_rate_instructions' => 'Source asset account "@source_name" only accepts transactions in @source_currency. Destination asset account "@dest_name" only accepts transactions in @dest_currency. You must provide the transferred amount correctly in both currencies.',
// repeat frequencies:
'repeat_freq_yearly' => 'yearly',

2
resources/lang/en_US/form.php
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@ -66,6 +66,8 @@ return [
'decimal_places' => 'Decimal places',
'exchange_rate_instruction' => 'Foreign currencies',
'exchanged_amount' => 'Exchanged amount',
'source_amount' => 'Amount (source)',
'destination_amount' => 'Amount (destination)',
'revenue_account_source' => 'Revenue account (source)',
'source_account_asset' => 'Source account (asset account)',

6
resources/views/transactions/single/create.twig
View File

@ -52,6 +52,10 @@
{{ ExpandedForm.nonSelectableAmount('native_amount') }}
{{ ExpandedForm.nonSelectableAmount('source_amount') }}
{{ ExpandedForm.nonSelectableAmount('destination_amount') }}
{# ALWAYS SHOW DATE #}
{{ ExpandedForm.date('date', preFilled.date|default(phpdate('Y-m-d'))) }}
</div>
@ -215,6 +219,8 @@
var middleCrumbUrl = [];
var button = [];
var exchangeRateInstructions = "{{ 'exchange_rate_instructions'|_|escape('js') }}";
var transferInstructions = "{{ 'transfer_exchange_rate_instructions'|_|escape('js') }}";
{% for type in {0:'withdrawal',1:'deposit',2:'transfer'} %}
txt['{{ type }}'] = '{{ type|_ }}';