mirror of
https://github.com/firefly-iii/firefly-iii.git
synced 2025-01-07 14:44:15 -06:00
666 lines
29 KiB
PHP
666 lines
29 KiB
PHP
<?php
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/**
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* UpgradeDatabase.php
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* Copyright (c) 2018 thegrumpydictator@gmail.com
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*
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* This file is part of Firefly III.
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*
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* Firefly III is free software: you can redistribute it and/or modify
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* it under the terms of the GNU General Public License as published by
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* the Free Software Foundation, either version 3 of the License, or
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* (at your option) any later version.
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*
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* Firefly III 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 General Public License for more details.
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*
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* You should have received a copy of the GNU General Public License
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* along with Firefly III. If not, see <http://www.gnu.org/licenses/>.
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*/
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declare(strict_types=1);
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namespace FireflyIII\Console\Commands;
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use DB;
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use Exception;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\AccountMeta;
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use FireflyIII\Models\AccountType;
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use FireflyIII\Models\Attachment;
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use FireflyIII\Models\Bill;
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use FireflyIII\Models\Note;
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use FireflyIII\Models\Preference;
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use FireflyIII\Models\Rule;
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use FireflyIII\Models\RuleAction;
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use FireflyIII\Models\RuleGroup;
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use FireflyIII\Models\RuleTrigger;
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use FireflyIII\Models\Transaction;
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use FireflyIII\Models\TransactionCurrency;
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use FireflyIII\Models\TransactionJournal;
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use FireflyIII\Models\TransactionJournalMeta;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
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use FireflyIII\User;
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use Illuminate\Console\Command;
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use Illuminate\Database\QueryException;
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use Illuminate\Support\Collection;
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use Log;
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use Preferences;
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use Schema;
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/**
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* Class UpgradeDatabase.
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*
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* Upgrade user database.
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*
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*
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* @SuppressWarnings(PHPMD.CouplingBetweenObjects) // it just touches a lot of things.
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*/
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class UpgradeDatabase extends Command
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{
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/**
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* The console command description.
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*
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* @var string
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*/
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protected $description = 'Will run various commands to update database records.';
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/**
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* The name and signature of the console command.
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*
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* @var string
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*/
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protected $signature = 'firefly:upgrade-database';
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/**
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* Execute the console command.
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*/
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public function handle()
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{
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$this->setTransactionIdentifier();
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$this->updateAccountCurrencies();
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$this->createNewTypes();
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$this->line('Updating currency information..');
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$this->updateTransferCurrencies();
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$this->updateOtherCurrencies();
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$this->line('Done updating currency information..');
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$this->migrateNotes();
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$this->migrateAttachmentData();
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$this->migrateBillsToRules();
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$this->info('Firefly III database is up to date.');
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}
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public function migrateBillsToRules()
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{
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foreach (User::get() as $user) {
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/** @var Preference $lang */
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$lang = Preferences::getForUser($user, 'language', 'en_US');
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$groupName = (string)trans('firefly.rulegroup_for_bills_title', [], $lang->data);
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$ruleGroup = $user->ruleGroups()->where('title', $groupName)->first();
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$currencyPreference = Preferences::getForUser($user, 'currencyPreference', config('firefly.default_currency', 'EUR'));
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$currency = TransactionCurrency::where('code', $currencyPreference->data)->first();
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if (null === $currency) {
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$currency = app('amount')->getDefaultCurrency();
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}
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if ($ruleGroup === null) {
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$array = RuleGroup::get(['order'])->pluck('order')->toArray();
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$order = \count($array) > 0 ? max($array) + 1 : 1;
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$ruleGroup = RuleGroup::create(
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[
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'user_id' => $user->id,
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'title' => (string)trans('firefly.rulegroup_for_bills_title', [], $lang->data),
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'description' => (string)trans('firefly.rulegroup_for_bills_description', [], $lang->data),
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'order' => $order,
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'active' => 1,
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]
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);
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}
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// loop bills.
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$order = 1;
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/** @var Collection $collection */
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$collection = $user->bills()->get();
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/** @var Bill $bill */
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foreach ($collection as $bill) {
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if ($bill->match !== 'MIGRATED_TO_RULES') {
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$rule = Rule::create(
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[
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'user_id' => $user->id,
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'rule_group_id' => $ruleGroup->id,
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'title' => (string)trans('firefly.rule_for_bill_title', ['name' => $bill->name], $lang->data),
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'description' => (string)trans('firefly.rule_for_bill_description', ['name' => $bill->name], $lang->data),
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'order' => $order,
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'active' => $bill->active,
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'stop_processing' => 1,
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]
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);
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// add default trigger
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RuleTrigger::create(
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[
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'rule_id' => $rule->id,
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'trigger_type' => 'user_action',
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'trigger_value' => 'store-journal',
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'active' => 1,
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'stop_processing' => 0,
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'order' => 1,
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]
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);
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// add trigger for description
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$match = implode(' ', explode(',', $bill->match));
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RuleTrigger::create(
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[
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'rule_id' => $rule->id,
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'trigger_type' => 'description_contains',
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'trigger_value' => $match,
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'active' => 1,
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'stop_processing' => 0,
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'order' => 2,
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]
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);
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// add triggers for amounts:
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RuleTrigger::create(
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[
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'rule_id' => $rule->id,
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'trigger_type' => 'amount_less',
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'trigger_value' => round($bill->amount_max, $currency->decimal_places),
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'active' => 1,
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'stop_processing' => 0,
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'order' => 3,
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]
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);
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RuleTrigger::create(
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[
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'rule_id' => $rule->id,
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'trigger_type' => 'amount_more',
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'trigger_value' => round($bill->amount_min, $currency->decimal_places),
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'active' => 1,
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'stop_processing' => 0,
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'order' => 4,
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]
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);
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// create action
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RuleAction::create(
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[
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'rule_id' => $rule->id,
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'action_type' => 'link_to_bill',
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'action_value' => $bill->name,
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'order' => 1,
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'active' => 1,
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'stop_processing' => 0,
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]
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);
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$order++;
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$bill->match = 'MIGRATED_TO_RULES';
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$bill->save();
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$this->line(sprintf('Updated bill #%d ("%s") so it will use rules.', $bill->id, $bill->name));
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}
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// give bills a currency when they dont have one.
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if (null === $bill->transaction_currency_id) {
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$this->line(sprintf('Gave bill #%d ("%s") a currency (%s).', $bill->id, $bill->name, $currency->name));
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$bill->transactionCurrency()->associate($currency);
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$bill->save();
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}
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}
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}
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}
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/**
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* This method gives all transactions which are part of a split journal (so more than 2) a sort of "order" so they are easier
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* to easier to match to their counterpart. When a journal is split, it has two or three transactions: -3, -4 and -5 for example.
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*
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* In the database this is reflected as 6 transactions: -3/+3, -4/+4, -5/+5.
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*
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* When either of these are the same amount, FF3 can't keep them apart: +3/-3, +3/-3, +3/-3. This happens more often than you would
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* think. So each set gets a number (1,2,3) to keep them apart.
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*/
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public function setTransactionIdentifier(): void
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{
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// if table does not exist, return false
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if (!Schema::hasTable('transaction_journals')) {
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return;
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}
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$subQuery = TransactionJournal::leftJoin('transactions', 'transactions.transaction_journal_id', '=', 'transaction_journals.id')
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->whereNull('transaction_journals.deleted_at')
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->whereNull('transactions.deleted_at')
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->groupBy(['transaction_journals.id'])
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->select(['transaction_journals.id', DB::raw('COUNT(transactions.id) AS t_count')]);
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$result = DB::table(DB::raw('(' . $subQuery->toSql() . ') AS derived'))
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->mergeBindings($subQuery->getQuery())
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->where('t_count', '>', 2)
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->select(['id', 't_count']);
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$journalIds = array_unique($result->pluck('id')->toArray());
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foreach ($journalIds as $journalId) {
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$this->updateJournalidentifiers((int)$journalId);
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}
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}
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/**
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* Each (asset) account must have a reference to a preferred currency. If the account does not have one, it's forced upon the account.
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*
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* @SuppressWarnings(PHPMD.CyclomaticComplexity) // it's seven but it can't really be helped.
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* @SuppressWarnings(PHPMD.ExcessiveMethodLength)
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*/
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public function updateAccountCurrencies(): void
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{
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$accounts = Account::leftJoin('account_types', 'account_types.id', '=', 'accounts.account_type_id')
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->whereIn('account_types.type', [AccountType::DEFAULT, AccountType::ASSET])->get(['accounts.*']);
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$accounts->each(
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function (Account $account) {
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// get users preference, fall back to system pref.
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$defaultCurrencyCode = Preferences::getForUser($account->user, 'currencyPreference', config('firefly.default_currency', 'EUR'))->data;
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$defaultCurrency = TransactionCurrency::where('code', $defaultCurrencyCode)->first();
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$accountCurrency = (int)$account->getMeta('currency_id');
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$openingBalance = $account->getOpeningBalance();
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$obCurrency = (int)$openingBalance->transaction_currency_id;
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// both 0? set to default currency:
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if (0 === $accountCurrency && 0 === $obCurrency) {
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AccountMeta::where('account_id', $account->id)->where('name', 'currency_id')->forceDelete();
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AccountMeta::create(['account_id' => $account->id, 'name' => 'currency_id', 'data' => $defaultCurrency->id]);
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$this->line(sprintf('Account #%d ("%s") now has a currency setting (%s).', $account->id, $account->name, $defaultCurrencyCode));
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return true;
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}
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// account is set to 0, opening balance is not?
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if (0 === $accountCurrency && $obCurrency > 0) {
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AccountMeta::create(['account_id' => $account->id, 'name' => 'currency_id', 'data' => $obCurrency]);
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$this->line(sprintf('Account #%d ("%s") now has a currency setting (%s).', $account->id, $account->name, $defaultCurrencyCode));
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return true;
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}
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// do not match and opening balance id is not null.
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if ($accountCurrency !== $obCurrency && $openingBalance->id > 0) {
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// update opening balance:
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$openingBalance->transaction_currency_id = $accountCurrency;
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$openingBalance->save();
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$this->line(sprintf('Account #%d ("%s") now has a correct currency for opening balance.', $account->id, $account->name));
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return true;
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}
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return true;
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}
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);
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}
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/**
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* This routine verifies that withdrawals, deposits and opening balances have the correct currency settings for
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* the accounts they are linked to.
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*
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* Both source and destination must match the respective currency preference of the related asset account.
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* So FF3 must verify all transactions.
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*
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* @SuppressWarnings(PHPMD.ExcessiveMethodLength)
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*/
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public function updateOtherCurrencies(): void
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{
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/** @var CurrencyRepositoryInterface $repository */
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$repository = app(CurrencyRepositoryInterface::class);
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$set = TransactionJournal
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::leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id')
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->whereIn('transaction_types.type', [TransactionType::WITHDRAWAL, TransactionType::DEPOSIT, TransactionType::OPENING_BALANCE])
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->get(['transaction_journals.*']);
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$set->each(
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function (TransactionJournal $journal) use ($repository) {
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// get the transaction with the asset account in it:
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/** @var Transaction $transaction */
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$transaction = $journal->transactions()
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->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id')
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->leftJoin('account_types', 'account_types.id', '=', 'accounts.account_type_id')
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->whereIn('account_types.type', [AccountType::DEFAULT, AccountType::ASSET])->first(['transactions.*']);
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if (null === $transaction) {
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return;
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}
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/** @var Account $account */
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$account = $transaction->account;
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$currency = $repository->find((int)$account->getMeta('currency_id'));
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$transactions = $journal->transactions()->get();
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$transactions->each(
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function (Transaction $transaction) use ($currency) {
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if (null === $transaction->transaction_currency_id) {
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$transaction->transaction_currency_id = $currency->id;
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$transaction->save();
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}
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// when mismatch in transaction:
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if (!((int)$transaction->transaction_currency_id === (int)$currency->id)) {
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$transaction->foreign_currency_id = (int)$transaction->transaction_currency_id;
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$transaction->foreign_amount = $transaction->amount;
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$transaction->transaction_currency_id = $currency->id;
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$transaction->save();
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}
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}
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);
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// also update the journal, of course:
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$journal->transaction_currency_id = $currency->id;
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$journal->save();
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}
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);
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}
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/**
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* This routine verifies that transfers have the correct currency settings for the accounts they are linked to.
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* For transfers, this is can be a destructive routine since we FORCE them into a currency setting whether they
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* like it or not. Previous routines MUST have set the currency setting for both accounts for this to work.
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*
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* A transfer always has the
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*
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* Both source and destination must match the respective currency preference. So FF3 must verify ALL
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* transactions.
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*/
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public function updateTransferCurrencies()
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{
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$set = TransactionJournal
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::leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id')
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->where('transaction_types.type', TransactionType::TRANSFER)
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->get(['transaction_journals.*']);
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$set->each(
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function (TransactionJournal $transfer) {
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// select all "source" transactions:
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/** @var Collection $transactions */
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$transactions = $transfer->transactions()->where('amount', '<', 0)->get();
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$transactions->each(
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function (Transaction $transaction) {
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$this->updateTransactionCurrency($transaction);
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$this->updateJournalCurrency($transaction);
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}
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);
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}
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);
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}
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private function createNewTypes(): void
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{
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// create transaction type "Reconciliation".
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$type = TransactionType::where('type', TransactionType::RECONCILIATION)->first();
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if (null === $type) {
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TransactionType::create(['type' => TransactionType::RECONCILIATION]);
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}
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$account = AccountType::where('type', AccountType::RECONCILIATION)->first();
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if (null === $account) {
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AccountType::create(['type' => AccountType::RECONCILIATION]);
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}
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}
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/**
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* Move the description of each attachment (when not NULL) to the notes or to a new note object
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* for all attachments.
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*/
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private function migrateAttachmentData(): void
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{
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$attachments = Attachment::get();
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/** @var Attachment $att */
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foreach ($attachments as $att) {
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// move description:
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$description = (string)$att->description;
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if (\strlen($description) > 0) {
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// find or create note:
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$note = $att->notes()->first();
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if (null === $note) {
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$note = new Note;
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$note->noteable()->associate($att);
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}
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$note->text = $description;
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$note->save();
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// clear description:
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$att->description = '';
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$att->save();
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Log::debug(sprintf('Migrated attachment #%s description to note #%d', $att->id, $note->id));
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}
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}
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}
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/**
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* Move all the journal_meta notes to their note object counter parts.
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*/
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private function migrateNotes(): void
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{
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$set = TransactionJournalMeta::whereName('notes')->get();
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/** @var TransactionJournalMeta $meta */
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foreach ($set as $meta) {
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$journal = $meta->transactionJournal;
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$note = $journal->notes()->first();
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if (null === $note) {
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$note = new Note();
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$note->noteable()->associate($journal);
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}
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$note->text = $meta->data;
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$note->save();
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Log::debug(sprintf('Migrated meta note #%d to Note #%d', $meta->id, $note->id));
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try {
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$meta->delete();
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} catch (Exception $e) {
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Log::error(sprintf('Could not delete old meta entry #%d: %s', $meta->id, $e->getMessage()));
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}
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}
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}
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/**
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* This method makes sure that the transaction journal uses the currency given in the transaction.
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*
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* @param Transaction $transaction
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*/
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private function updateJournalCurrency(Transaction $transaction): void
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{
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/** @var CurrencyRepositoryInterface $repository */
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$repository = app(CurrencyRepositoryInterface::class);
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$currency = $repository->find((int)$transaction->account->getMeta('currency_id'));
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$journal = $transaction->transactionJournal;
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if (!((int)$currency->id === (int)$journal->transaction_currency_id)) {
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$this->line(
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sprintf(
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'Transfer #%d ("%s") has been updated to use %s instead of %s.',
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$journal->id,
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$journal->description,
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$currency->code,
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$journal->transactionCurrency->code
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)
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);
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$journal->transaction_currency_id = $currency->id;
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$journal->save();
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}
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}
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/**
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* grab all positive transactiosn from this journal that are not deleted. for each one, grab the negative opposing one
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* which has 0 as an identifier and give it the same identifier.
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*
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* @param int $journalId
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*/
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private function updateJournalidentifiers(int $journalId): void
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{
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$identifier = 0;
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$processed = [];
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$transactions = Transaction::where('transaction_journal_id', $journalId)->where('amount', '>', 0)->get();
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/** @var Transaction $transaction */
|
|
foreach ($transactions as $transaction) {
|
|
// find opposing:
|
|
$amount = bcmul((string)$transaction->amount, '-1');
|
|
|
|
try {
|
|
/** @var Transaction $opposing */
|
|
$opposing = Transaction::where('transaction_journal_id', $journalId)
|
|
->where('amount', $amount)->where('identifier', '=', 0)
|
|
->whereNotIn('id', $processed)
|
|
->first();
|
|
} catch (QueryException $e) {
|
|
Log::error($e->getMessage());
|
|
$this->error('Firefly III could not find the "identifier" field in the "transactions" table.');
|
|
$this->error(sprintf('This field is required for Firefly III version %s to run.', config('firefly.version')));
|
|
$this->error('Please run "php artisan migrate" to add this field to the table.');
|
|
$this->info('Then, run "php artisan firefly:upgrade-database" to try again.');
|
|
|
|
return;
|
|
}
|
|
if (null !== $opposing) {
|
|
// give both a new identifier:
|
|
$transaction->identifier = $identifier;
|
|
$opposing->identifier = $identifier;
|
|
$transaction->save();
|
|
$opposing->save();
|
|
$processed[] = $transaction->id;
|
|
$processed[] = $opposing->id;
|
|
}
|
|
++$identifier;
|
|
}
|
|
|
|
}
|
|
|
|
/**
|
|
* This method makes sure that the tranaction uses the same currency as the source account does.
|
|
* If not, the currency is updated to include a reference to its original currency as the "foreign" currency.
|
|
*
|
|
* The transaction that is sent to this function MUST be the source transaction (amount negative).
|
|
*
|
|
* Method is long and complex bit I'm taking it for granted.
|
|
*
|
|
* @SuppressWarnings(PHPMD.ExcessiveMethodLength)
|
|
* @SuppressWarnings(PHPMD.NPathComplexity)
|
|
* @SuppressWarnings(PHPMD.CyclomaticComplexity)
|
|
*
|
|
* @param Transaction $transaction
|
|
*/
|
|
private function updateTransactionCurrency(Transaction $transaction): void
|
|
{
|
|
/** @var CurrencyRepositoryInterface $repository */
|
|
$repository = app(CurrencyRepositoryInterface::class);
|
|
$currency = $repository->findNull((int)$transaction->account->getMeta('currency_id'));
|
|
|
|
if (null === $currency) {
|
|
Log::error(sprintf('Account #%d ("%s") must have currency preference but has none.', $transaction->account->id, $transaction->account->name));
|
|
|
|
return;
|
|
}
|
|
|
|
// has no currency ID? Must have, so fill in using account preference:
|
|
if (null === $transaction->transaction_currency_id) {
|
|
$transaction->transaction_currency_id = (int)$currency->id;
|
|
Log::debug(sprintf('Transaction #%d has no currency setting, now set to %s', $transaction->id, $currency->code));
|
|
$transaction->save();
|
|
}
|
|
|
|
// does not match the source account (see above)? Can be fixed
|
|
// when mismatch in transaction and NO foreign amount is set:
|
|
if (!((int)$transaction->transaction_currency_id === (int)$currency->id) && null === $transaction->foreign_amount) {
|
|
Log::debug(
|
|
sprintf(
|
|
'Transaction #%d has a currency setting #%d that should be #%d. Amount remains %s, currency is changed.',
|
|
$transaction->id,
|
|
$transaction->transaction_currency_id,
|
|
$currency->id,
|
|
$transaction->amount
|
|
)
|
|
);
|
|
$transaction->transaction_currency_id = (int)$currency->id;
|
|
$transaction->save();
|
|
}
|
|
|
|
// grab opposing transaction:
|
|
/** @var TransactionJournal $journal */
|
|
$journal = $transaction->transactionJournal;
|
|
/** @var Transaction $opposing */
|
|
$opposing = $journal->transactions()->where('amount', '>', 0)->where('identifier', $transaction->identifier)->first();
|
|
$opposingCurrency = $repository->findNull((int)$opposing->account->getMeta('currency_id'));
|
|
|
|
if (null === $opposingCurrency) {
|
|
Log::error(sprintf('Account #%d ("%s") must have currency preference but has none.', $opposing->account->id, $opposing->account->name));
|
|
|
|
return;
|
|
}
|
|
|
|
// if the destination account currency is the same, both foreign_amount and foreign_currency_id must be NULL for both transactions:
|
|
if ((int)$opposingCurrency->id === (int)$currency->id) {
|
|
// update both transactions to match:
|
|
$transaction->foreign_amount = null;
|
|
$transaction->foreign_currency_id = null;
|
|
$opposing->foreign_amount = null;
|
|
$opposing->foreign_currency_id = null;
|
|
$opposing->transaction_currency_id = $currency->id;
|
|
$transaction->save();
|
|
$opposing->save();
|
|
Log::debug(sprintf('Currency for account "%s" is %s, and currency for account "%s" is also
|
|
%s, so %s #%d (#%d and #%d) has been verified to be to %s exclusively.',
|
|
$opposing->account->name, $opposingCurrency->code,
|
|
$transaction->account->name, $transaction->transactionCurrency->code,
|
|
$journal->transactionType->type, $journal->id,
|
|
$transaction->id, $opposing->id, $currency->code));
|
|
|
|
return;
|
|
}
|
|
// if destination account currency is different, both transactions must have this currency as foreign currency id.
|
|
if (!((int)$opposingCurrency->id === (int)$currency->id)) {
|
|
$transaction->foreign_currency_id = $opposingCurrency->id;
|
|
$opposing->foreign_currency_id = $opposingCurrency->id;
|
|
$transaction->save();
|
|
$opposing->save();
|
|
Log::debug(sprintf('Verified foreign currency ID of transaction #%d and #%d', $transaction->id, $opposing->id));
|
|
}
|
|
|
|
// if foreign amount of one is null and the other is not, use this to restore:
|
|
if (null === $transaction->foreign_amount && null !== $opposing->foreign_amount) {
|
|
$transaction->foreign_amount = bcmul((string)$opposing->foreign_amount, '-1');
|
|
$transaction->save();
|
|
Log::debug(sprintf('Restored foreign amount of transaction (1) #%d to %s', $transaction->id, $transaction->foreign_amount));
|
|
}
|
|
|
|
// if foreign amount of one is null and the other is not, use this to restore (other way around)
|
|
if (null === $opposing->foreign_amount && null !== $transaction->foreign_amount) {
|
|
$opposing->foreign_amount = bcmul((string)$transaction->foreign_amount, '-1');
|
|
$opposing->save();
|
|
Log::debug(sprintf('Restored foreign amount of transaction (2) #%d to %s', $opposing->id, $opposing->foreign_amount));
|
|
}
|
|
|
|
// when both are zero, try to grab it from journal:
|
|
if (null === $opposing->foreign_amount && null === $transaction->foreign_amount) {
|
|
$foreignAmount = $journal->getMeta('foreign_amount');
|
|
if (null === $foreignAmount) {
|
|
Log::debug(sprintf('Journal #%d has missing foreign currency data, forced to do 1:1 conversion :(.', $transaction->transaction_journal_id));
|
|
$transaction->foreign_amount = bcmul((string)$transaction->amount, '-1');
|
|
$opposing->foreign_amount = bcmul((string)$opposing->amount, '-1');
|
|
$transaction->save();
|
|
$opposing->save();
|
|
|
|
return;
|
|
}
|
|
$foreignPositive = app('steam')->positive((string)$foreignAmount);
|
|
Log::debug(
|
|
sprintf(
|
|
'Journal #%d has missing foreign currency info, try to restore from meta-data ("%s").',
|
|
$transaction->transaction_journal_id,
|
|
$foreignAmount
|
|
)
|
|
);
|
|
$transaction->foreign_amount = bcmul($foreignPositive, '-1');
|
|
$opposing->foreign_amount = $foreignPositive;
|
|
$transaction->save();
|
|
$opposing->save();
|
|
}
|
|
|
|
}
|
|
|
|
}
|