Build account update service.

This commit is contained in:
James Cole 2018-02-21 20:34:24 +01:00
parent 81221038f0
commit b4157e8ce0
No known key found for this signature in database
GPG Key ID: C16961E655E74B5E
7 changed files with 543 additions and 19 deletions

View File

@ -0,0 +1,43 @@
<?php
/**
* AccountMetaFactory.php
* Copyright (c) 2018 thegrumpydictator@gmail.com
*
* This file is part of Firefly III.
*
* Firefly III is free software: you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation, either version 3 of the License, or
* (at your option) any later version.
*
* Firefly III is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with Firefly III. If not, see <http://www.gnu.org/licenses/>.
*/
declare(strict_types=1);
namespace FireflyIII\Factory;
use FireflyIII\Models\AccountMeta;
/**
* Class AccountMetaFactory
*/
class AccountMetaFactory
{
/**
* @param array $data
*
* @return AccountMeta|null
*/
public function create(array $data): ?AccountMeta
{
return AccountMeta::create($data);
}
}

View File

@ -62,13 +62,15 @@ class TransactionFactory
*/
public function create(array $data): Transaction
{
$currencyId = isset($data['currency']) ? $data['currency']->id : $data['currency_id'];
return Transaction::create(
[
'reconciled' => $data['reconciled'],
'account_id' => $data['account']->id,
'transaction_journal_id' => $data['transaction_journal']->id,
'description' => $data['description'],
'transaction_currency_id' => $data['currency']->id,
'transaction_currency_id' => $currencyId,
'amount' => $data['amount'],
'foreign_amount' => $data['foreign_amount'],
'foreign_currency_id' => null,

View File

@ -85,7 +85,7 @@ class TransactionJournalFactory
$this->connectTags($journal, $data);
// store note:
$this->storeNote($journal, $data['notes']);
$this->storeNote($journal, strval($data['notes']));
// store date meta fields (if present):
$this->storeMeta($journal, $data, 'interest_date');
@ -154,6 +154,9 @@ class TransactionJournalFactory
{
$factory = app(TagFactory::class);
$factory->setUser($journal->user);
if (is_null($data['tags'])) {
return;
}
foreach ($data['tags'] as $string) {
$tag = $factory->findOrCreate($string);
$journal->tags()->save($tag);
@ -187,7 +190,7 @@ class TransactionJournalFactory
*/
protected function storeMeta(TransactionJournal $journal, array $data, string $field): void
{
$value = $data[$field];
$value = $data[$field] ?? null;
if (!is_null($value)) {
$set = [
'journal' => $journal,

View File

@ -198,6 +198,7 @@ class AccountController extends Controller
'virtualBalance' => $account->virtual_balance,
'currency_id' => $currency->id,
'notes' => '',
'active' => $account->active,
];
/** @var Note $note */
$note = $this->repository->getNote($account);

View File

@ -36,6 +36,7 @@ use FireflyIII\Models\TransactionJournal;
use FireflyIII\Models\TransactionType;
use FireflyIII\Repositories\Tag\TagRepositoryInterface;
use FireflyIII\Services\Internal\Destroy\AccountDestroyService;
use FireflyIII\Services\Internal\Update\AccountUpdateService;
use FireflyIII\User;
use Log;
use Validator;
@ -276,24 +277,14 @@ class AccountRepository implements AccountRepositoryInterface
*/
public function update(Account $account, array $data): Account
{
// update the account:
$account->name = $data['name'];
$account->active = $data['active'];
$account->virtual_balance = trim($data['virtualBalance']) === '' ? '0' : $data['virtualBalance'];
$account->iban = $data['iban'];
$account->save();
$this->updateMetadata($account, $data);
if ($this->validOpeningBalanceData($data)) {
$this->updateInitialBalance($account, $data);
/** @var AccountUpdateService $service */
$service = app(AccountUpdateService::class);
try {
$account = $service->update($account, $data);
} catch (FireflyException $e) {
} catch (\Exception $e) {
}
// update note:
if (isset($data['notes']) && null !== $data['notes']) {
$this->updateNote($account, strval($data['notes']));
}
return $account;
}

View File

@ -0,0 +1,352 @@
<?php
/**
* AccountServiceTrait.php
* Copyright (c) 2018 thegrumpydictator@gmail.com
*
* This file is part of Firefly III.
*
* Firefly III is free software: you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation, either version 3 of the License, or
* (at your option) any later version.
*
* Firefly III is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with Firefly III. If not, see <http://www.gnu.org/licenses/>.
*/
declare(strict_types=1);
namespace FireflyIII\Services\Internal\Support;
use FireflyIII\Exceptions\FireflyException;
use FireflyIII\Factory\AccountFactory;
use FireflyIII\Factory\TransactionFactory;
use FireflyIII\Factory\TransactionJournalFactory;
use FireflyIII\Models\Account;
use FireflyIII\Models\AccountType;
use FireflyIII\Models\Note;
use FireflyIII\Models\Transaction;
use FireflyIII\Models\TransactionJournal;
use FireflyIII\Models\TransactionType;
use FireflyIII\User;
use Log;
use Validator;
/**
* Trait AccountServiceTrait
*
* @package FireflyIII\Services\Internal\Support
*/
trait AccountServiceTrait
{
/**
* @param Account $account
*
* @return bool
* @throws \Exception
*/
public function deleteIB(Account $account): bool
{
Log::debug(sprintf('deleteIB() for account #%d', $account->id));
$openingBalance = $this->getIBJournal($account);
// opening balance data? update it!
if (null !== $openingBalance->id) {
Log::debug('Opening balance journal found, delete journal.');
$openingBalance->delete();
return true;
}
return true;
}
/**
* @param null|string $iban
*
* @return null|string
*/
public function filterIban(?string $iban)
{
if (null === $iban) {
return null;
}
$data = ['iban' => $iban];
$rules = ['iban' => 'required|iban'];
$validator = Validator::make($data, $rules);
if ($validator->fails()) {
Log::error(sprintf('Detected invalid IBAN ("%s"). Return NULL instead.', $iban));
return null;
}
return $iban;
}
/**
* Find existing opening balance.
*
* @param Account $account
*
* @return TransactionJournal|null
*/
public function getIBJournal(Account $account): ?TransactionJournal
{
$journal = TransactionJournal::leftJoin('transactions', 'transactions.transaction_journal_id', '=', 'transaction_journals.id')
->where('transactions.account_id', $account->id)
->transactionTypes([TransactionType::OPENING_BALANCE])
->first(['transaction_journals.*']);
if (null === $journal) {
Log::debug('Could not find a opening balance journal, return NULL.');
return null;
}
Log::debug(sprintf('Found opening balance: journal #%d.', $journal->id));
return $journal;
}
/**
* @param Account $account
* @param array $data
*
* @return TransactionJournal|null
* @throws \FireflyIII\Exceptions\FireflyException
*/
public function storeIBJournal(Account $account, array $data): ?TransactionJournal
{
$amount = strval($data['openingBalance']);
Log::debug(sprintf('Submitted amount is %s', $amount));
if (0 === bccomp($amount, '0')) {
return null;
}
// store journal, without transactions:
$name = $data['name'];
$currencyId = $data['currency_id'];
$journalData = [
'type' => TransactionType::OPENING_BALANCE,
'user' => $account->user->id,
'transaction_currency_id' => $currencyId,
'description' => strval(trans('firefly.initial_balance_description', ['account' => $account->name])),
'completed' => true,
'date' => $data['openingBalanceDate'],
'bill_id' => null,
'bill_name' => null,
'piggy_bank_id' => null,
'piggy_bank_name' => null,
'tags' => null,
'notes' => null,
'transactions' => [],
];
/** @var TransactionJournalFactory $factory */
$factory = app(TransactionJournalFactory::class);
$factory->setUser($account->user);
$journal = $factory->create($journalData);
$opposing = $this->storeOpposingAccount($account->user, $name);
Log::notice(sprintf('Created new opening balance journal: #%d', $journal->id));
$firstAccount = $account;
$secondAccount = $opposing;
$firstAmount = $amount;
$secondAmount = bcmul($amount, '-1');
Log::notice(sprintf('First amount is %s, second amount is %s', $firstAmount, $secondAmount));
if (bccomp($amount, '0') === -1) {
Log::debug(sprintf('%s is a negative number.', $amount));
$firstAccount = $opposing;
$secondAccount = $account;
$firstAmount = bcmul($amount, '-1');
$secondAmount = $amount;
Log::notice(sprintf('First amount is %s, second amount is %s', $firstAmount, $secondAmount));
}
/** @var TransactionFactory $factory */
$factory = app(TransactionFactory::class);
$factory->setUser($account->user);
$one = $factory->create(
[
'account' => $firstAccount,
'transaction_journal' => $journal,
'amount' => $firstAmount,
'currency_id' => $currencyId,
'description' => null,
'identifier' => 0,
'foreign_amount' => null,
'reconciled' => false,
]
);
$two = $factory->create(
[
'account' => $secondAccount,
'transaction_journal' => $journal,
'amount' => $secondAmount,
'currency_id' => $currencyId,
'description' => null,
'identifier' => 0,
'foreign_amount' => null,
'reconciled' => false,
]
);
Log::notice(sprintf('Stored two transactions for new account, #%d and #%d', $one->id, $two->id));
return $journal;
}
/**
* TODO make sure this works (user ID, etc.)
*
* @param User $user
* @param string $name
*
* @return Account
*/
public function storeOpposingAccount(User $user, string $name): Account
{
$name = $name . ' initial balance';
Log::debug('Going to create an opening balance opposing account.');
/** @var AccountFactory $factory */
$factory = app(AccountFactory::class);
$factory->setUser($user);
return $factory->findOrCreate($name, AccountType::INITIAL_BALANCE);
}
/**
* @param Account $account
* @param array $data
*
* @return bool
* @throws FireflyException
* @throws \Exception
*/
public function updateIB(Account $account, array $data): bool
{
Log::debug(sprintf('updateInitialBalance() for account #%d', $account->id));
$openingBalance = $this->getIBJournal($account);
// no opening balance journal? create it:
if (null === $openingBalance) {
Log::debug('No opening balance journal yet, create journal.');
$this->storeIBJournal($account, $data);
return true;
}
// opening balance data? update it!
if (null !== $openingBalance->id) {
Log::debug('Opening balance journal found, update journal.');
$this->updateIBJournal($account, $openingBalance, $data);
return true;
}
return true;
}
/**
* Verify if array contains valid data to possibly store or update the opening balance.
*
* @param array $data
*
* @return bool
*/
public function validIBData(array $data): bool
{
$data['openingBalance'] = strval($data['openingBalance'] ?? '');
if (isset($data['openingBalance']) && null !== $data['openingBalance'] && strlen($data['openingBalance']) > 0
&& isset($data['openingBalanceDate'])) {
Log::debug('Array has valid opening balance data.');
return true;
}
Log::debug('Array does not have valid opening balance data.');
return false;
}
/**
* @param Account $account
* @param TransactionJournal $journal
* @param array $data
*
* @return bool
*
* @throws \Exception
*/
protected function updateIBJournal(Account $account, TransactionJournal $journal, array $data): bool
{
$date = $data['openingBalanceDate'];
$amount = strval($data['openingBalance']);
$negativeAmount = bcmul($amount, '-1');
$currencyId = intval($data['currency_id']);
Log::debug(sprintf('Submitted amount for opening balance to update is "%s"', $amount));
if (0 === bccomp($amount, '0')) {
Log::notice(sprintf('Amount "%s" is zero, delete opening balance.', $amount));
$journal->delete();
return true;
}
// update date:
$journal->date = $date;
$journal->transaction_currency_id = $currencyId;
$journal->save();
// update transactions:
/** @var Transaction $transaction */
foreach ($journal->transactions()->get() as $transaction) {
if (intval($account->id) === intval($transaction->account_id)) {
Log::debug(sprintf('Will (eq) change transaction #%d amount from "%s" to "%s"', $transaction->id, $transaction->amount, $amount));
$transaction->amount = $amount;
$transaction->transaction_currency_id = $currencyId;
$transaction->save();
}
if (!(intval($account->id) === intval($transaction->account_id))) {
Log::debug(sprintf('Will (neq) change transaction #%d amount from "%s" to "%s"', $transaction->id, $transaction->amount, $negativeAmount));
$transaction->amount = $negativeAmount;
$transaction->transaction_currency_id = $currencyId;
$transaction->save();
}
}
Log::debug('Updated opening balance journal.');
return true;
}
/**
* @param Account $account
* @param string $note
*
* @return bool
*/
protected function updateNote(Account $account, string $note): bool
{
if (0 === strlen($note)) {
$dbNote = $account->notes()->first();
if (null !== $dbNote) {
$dbNote->delete();
}
return true;
}
$dbNote = $account->notes()->first();
if (null === $dbNote) {
$dbNote = new Note;
$dbNote->noteable()->associate($account);
}
$dbNote->text = trim($note);
$dbNote->save();
return true;
}
}

View File

@ -0,0 +1,132 @@
<?php
/**
* AccountUpdateService.php
* Copyright (c) 2018 thegrumpydictator@gmail.com
*
* This file is part of Firefly III.
*
* Firefly III is free software: you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation, either version 3 of the License, or
* (at your option) any later version.
*
* Firefly III is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with Firefly III. If not, see <http://www.gnu.org/licenses/>.
*/
declare(strict_types=1);
namespace FireflyIII\Services\Internal\Update;
use Exception;
use FireflyIII\Exceptions\FireflyException;
use FireflyIII\Factory\AccountMetaFactory;
use FireflyIII\Models\Account;
use FireflyIII\Models\AccountMeta;
use FireflyIII\Models\AccountType;
use FireflyIII\Models\Transaction;
use FireflyIII\Models\TransactionJournal;
use FireflyIII\Services\Internal\Support\AccountServiceTrait;
use Log;
/**
* Class AccountUpdateService
*/
class AccountUpdateService
{
use AccountServiceTrait;
/** @var array */
private $validAssetFields = ['accountRole', 'accountNumber', 'currency_id', 'BIC'];
/** @var array */
private $validCCFields = ['accountRole', 'ccMonthlyPaymentDate', 'ccType', 'accountNumber', 'currency_id', 'BIC'];
/** @var array */
private $validFields = ['accountNumber', 'currency_id', 'BIC'];
/**
* Update account data.
*
* @param Account $account
* @param array $data
*
* @return Account
* @throws FireflyException
* @throws Exception
*/
public function update(Account $account, array $data): Account
{
// update the account itself:
$account->name = $data['name'];
$account->active = $data['active'];
$account->virtual_balance = trim($data['virtualBalance']) === '' ? '0' : $data['virtualBalance'];
$account->iban = $data['iban'];
$account->save();
// update all meta data:
$this->updateMetaData($account, $data);
// has valid initial balance (IB) data?
if ($this->validIBData($data)) {
// then do update!
$this->updateIB($account, $data);
}
// if not, delete it when exist.
if (!$this->validIBData($data)) {
$this->deleteIB($account);
}
// update note:
if (isset($data['notes']) && null !== $data['notes']) {
$this->updateNote($account, strval($data['notes']));
}
return $account;
}
/**
* Update meta data for account. Depends on type which fields are valid.
*
* @param Account $account
* @param array $data
*/
protected function updateMetaData(Account $account, array $data)
{
$fields = $this->validFields;
if ($account->accountType->type === AccountType::ASSET) {
$fields = $this->validAssetFields;
}
if ($account->accountType->type === AccountType::ASSET && $data['accountRole'] === 'ccAsset') {
$fields = $this->validCCFields;
}
/** @var AccountMetaFactory $factory */
$factory = app(AccountMetaFactory::class);
foreach ($fields as $field) {
/** @var AccountMeta $entry */
$entry = $account->accountMeta()->where('name', $field)->first();
// if $data has field and $entry is null, create new one:
if (isset($data[$field]) && null === $entry) {
Log::debug(sprintf('Created meta-field "%s":"%s" for account #%d ("%s") ', $field, $data[$field], $account->id, $account->name));
$factory->create(['account_id' => $account->id, 'name' => $field, 'data' => $data[$field],]);
}
// if $data has field and $entry is not null, update $entry:
// let's not bother with a service.
if (isset($data[$field]) && null !== $entry) {
$entry->data = $data[$field];
$entry->save();
Log::debug(sprintf('Updated meta-field "%s":"%s" for #%d ("%s") ', $field, $data[$field], $account->id, $account->name));
}
}
}
}