firefly-iii/app/Services/Internal/Support/JournalServiceTrait.php
2023-10-29 06:36:37 +01:00

505 lines
18 KiB
PHP

<?php
/**
* JournalServiceTrait.php
* Copyright (c) 2019 james@firefly-iii.org
*
* This file is part of Firefly III (https://github.com/firefly-iii).
*
* This program is free software: you can redistribute it and/or modify
* it under the terms of the GNU Affero General Public License as
* published by the Free Software Foundation, either version 3 of the
* License, or (at your option) any later version.
*
* This program 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 Affero General Public License for more details.
*
* You should have received a copy of the GNU Affero General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/
declare(strict_types=1);
namespace FireflyIII\Services\Internal\Support;
use FireflyIII\Exceptions\FireflyException;
use FireflyIII\Factory\AccountMetaFactory;
use FireflyIII\Factory\TagFactory;
use FireflyIII\Models\Account;
use FireflyIII\Models\AccountType;
use FireflyIII\Models\Note;
use FireflyIII\Models\TransactionJournal;
use FireflyIII\Models\TransactionType;
use FireflyIII\Repositories\Account\AccountRepositoryInterface;
use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
use FireflyIII\Support\NullArrayObject;
/**
* Trait JournalServiceTrait
*
*/
trait JournalServiceTrait
{
private AccountRepositoryInterface $accountRepository;
private BudgetRepositoryInterface $budgetRepository;
private CategoryRepositoryInterface $categoryRepository;
private TagFactory $tagFactory;
/**
* @param string $transactionType
* @param string $direction
* @param array $data
*
* @return Account|null
* @throws FireflyException
*/
protected function getAccount(string $transactionType, string $direction, array $data): ?Account
{
// some debug logging:
app('log')->debug(sprintf('Now in getAccount(%s)', $direction), $data);
// expected type of source account, in order of preference
/** @var array $array */
$array = config('firefly.expected_source_types');
$expectedTypes = $array[$direction];
unset($array);
// and now try to find it, based on the type of transaction.
$message = 'Transaction = %s, %s account should be in: %s. Direction is %s.';
app('log')->debug(sprintf($message, $transactionType, $direction, implode(', ', $expectedTypes[$transactionType] ?? ['UNKNOWN']), $direction));
$result = $this->findAccountById($data, $expectedTypes[$transactionType]);
$result = $this->findAccountByIban($result, $data, $expectedTypes[$transactionType]);
$ibanResult = $result;
$result = $this->findAccountByNumber($result, $data, $expectedTypes[$transactionType]);
$numberResult = $result;
$result = $this->findAccountByName($result, $data, $expectedTypes[$transactionType]);
$nameResult = $result;
// if $result (find by name) is NULL, but IBAN is set, any result of the search by NAME can't overrule
// this account. In such a case, the name search must be retried with a new name.
if (null !== $nameResult && null === $numberResult && null === $ibanResult && '' !== (string)$data['iban'] && '' !== (string)$nameResult->iban) {
$data['name'] = sprintf('%s (%s)', $data['name'], $data['iban']);
app('log')->debug(sprintf('Search again using the new name, "%s".', $data['name']));
$result = $this->findAccountByName(null, $data, $expectedTypes[$transactionType]);
}
// the account that Firefly III creates must be "creatable", aka select the one we can create from the list just in case
$creatableType = $this->getCreatableType($expectedTypes[$transactionType]);
// if the result is NULL but the ID is set, an account could exist of the wrong type.
// that data can be used to create a new account of the right type.
if (null === $result && null !== $data['id'] && null !== $creatableType) {
app('log')->debug(sprintf('Account #%d may exist and be of the wrong type, use data to create one of the right type.', $data['id']));
$temp = $this->findAccountById(['id' => $data['id']], []);
if (null !== $temp) {
$tempData = [
'name' => $temp->name,
'iban' => $temp->iban,
'number' => null,
'bic' => null,
];
$result = $this->createAccount(null, $tempData, $creatableType);
}
}
if (null === $result && null !== $creatableType) {
app('log')->debug('If nothing is found, create it.');
$result = $this->createAccount($result, $data, $creatableType);
}
if (null === $result) {
app('log')->debug('If cant be created, return cash account.');
$result = $this->getCashAccount($result, $data, $expectedTypes[$transactionType]);
}
return $result;
}
/**
* @param array $data
* @param array $types
*
* @return Account|null
*/
private function findAccountById(array $data, array $types): ?Account
{
// first attempt, find by ID.
if (null !== $data['id']) {
$search = $this->accountRepository->find((int)$data['id']);
if (null !== $search && in_array($search->accountType->type, $types, true)) {
app('log')->debug(
sprintf('Found "account_id" object: #%d, "%s" of type %s (1)', $search->id, $search->name, $search->accountType->type)
);
return $search;
}
if (null !== $search && 0 === count($types)) {
app('log')->debug(
sprintf('Found "account_id" object: #%d, "%s" of type %s (2)', $search->id, $search->name, $search->accountType->type)
);
return $search;
}
}
app('log')->debug(sprintf('Found no account by ID #%d of types', $data['id']), $types);
return null;
}
/**
* @param Account|null $account
* @param array $data
* @param array $types
*
* @return Account|null
*/
private function findAccountByIban(?Account $account, array $data, array $types): ?Account
{
if (null !== $account) {
app('log')->debug(sprintf('Already have account #%d ("%s"), return that.', $account->id, $account->name));
return $account;
}
if (null === $data['iban'] || '' === $data['iban']) {
app('log')->debug('IBAN is empty, will not search for IBAN.');
return null;
}
// find by preferred type.
$source = $this->accountRepository->findByIbanNull($data['iban'], [$types[0]]);
// or any expected type.
$source = $source ?? $this->accountRepository->findByIbanNull($data['iban'], $types);
if (null !== $source) {
app('log')->debug(sprintf('Found "account_iban" object: #%d, %s', $source->id, $source->name));
return $source;
}
app('log')->debug(sprintf('Found no account with IBAN "%s" of expected types', $data['iban']), $types);
return null;
}
/**
* @param Account|null $account
* @param array $data
* @param array $types
*
* @return Account|null
*/
private function findAccountByNumber(?Account $account, array $data, array $types): ?Account
{
if (null !== $account) {
app('log')->debug(sprintf('Already have account #%d ("%s"), return that.', $account->id, $account->name));
return $account;
}
if (null === $data['number'] || '' === $data['number']) {
app('log')->debug('Account number is empty, will not search for account number.');
return null;
}
// find by preferred type.
$source = $this->accountRepository->findByAccountNumber((string)$data['number'], [$types[0]]);
// or any expected type.
$source = $source ?? $this->accountRepository->findByAccountNumber((string)$data['number'], $types);
if (null !== $source) {
app('log')->debug(sprintf('Found account: #%d, %s', $source->id, $source->name));
return $source;
}
app('log')->debug(sprintf('Found no account with account number "%s" of expected types', $data['number']), $types);
return null;
}
/**
* @param Account|null $account
* @param array $data
* @param array $types
*
* @return Account|null
*/
private function findAccountByName(?Account $account, array $data, array $types): ?Account
{
if (null !== $account) {
app('log')->debug(sprintf('Already have account #%d ("%s"), return that.', $account->id, $account->name));
return $account;
}
if (null === $data['name'] || '' === $data['name']) {
app('log')->debug('Account name is empty, will not search for account name.');
return null;
}
// find by preferred type.
$source = $this->accountRepository->findByName($data['name'], [$types[0]]);
// or any expected type.
$source = $source ?? $this->accountRepository->findByName($data['name'], $types);
if (null !== $source) {
app('log')->debug(sprintf('Found "account_name" object: #%d, %s', $source->id, $source->name));
return $source;
}
app('log')->debug(sprintf('Found no account with account name "%s" of expected types', $data['name']), $types);
return null;
}
/**
* @param array $types
*
* @return null|string
*/
private function getCreatableType(array $types): ?string
{
$result = null;
$list = config('firefly.dynamic_creation_allowed');
/** @var string $type */
foreach ($types as $type) {
if (true === in_array($type, $list, true)) {
$result = $type;
break;
}
}
return $result;
}
/**
* @param Account|null $account
* @param array $data
* @param string $preferredType
*
* @return Account|null
* @throws FireflyException
*/
private function createAccount(?Account $account, array $data, string $preferredType): ?Account
{
app('log')->debug('Now in createAccount()', $data);
// return new account.
if (null !== $account) {
app('log')->debug(
sprintf(
'Was given %s account #%d ("%s") so will simply return that.',
$account->accountType->type,
$account->id,
$account->name
)
);
}
if (null === $account) {
// final attempt, create it.
if (AccountType::ASSET === $preferredType) {
throw new FireflyException(sprintf('TransactionFactory: Cannot create asset account with these values: %s', json_encode($data)));
}
// fix name of account if only IBAN is given:
if ('' === (string)$data['name'] && '' !== (string)$data['iban']) {
app('log')->debug(sprintf('Account name is now IBAN ("%s")', $data['iban']));
$data['name'] = $data['iban'];
}
// fix name of account if only number is given:
if ('' === (string)$data['name'] && '' !== (string)$data['number']) {
app('log')->debug(sprintf('Account name is now account number ("%s")', $data['number']));
$data['name'] = $data['number'];
}
// if name is still NULL, return NULL.
if ('' === (string)$data['name']) {
app('log')->debug('Account name is still NULL, return NULL.');
return null;
}
//$data['name'] = $data['name'] ?? '(no name)';
$account = $this->accountRepository->store(
[
'account_type_id' => null,
'account_type_name' => $preferredType,
'name' => $data['name'],
'virtual_balance' => null,
'active' => true,
'iban' => $data['iban'],
'currency_id' => $data['currency_id'] ?? null,
'order' => $this->accountRepository->maxOrder($preferredType),
]
);
// store BIC
if (null !== $data['bic']) {
/** @var AccountMetaFactory $metaFactory */
$metaFactory = app(AccountMetaFactory::class);
$metaFactory->create(['account_id' => $account->id, 'name' => 'BIC', 'data' => $data['bic']]);
}
// store account number
if (null !== $data['number']) {
/** @var AccountMetaFactory $metaFactory */
$metaFactory = app(AccountMetaFactory::class);
$metaFactory->create(['account_id' => $account->id, 'name' => 'account_number', 'data' => $data['number']]);
}
}
return $account;
}
/**
* @param Account|null $account
* @param array $data
* @param array $types
*
* @return Account|null
*/
private function getCashAccount(?Account $account, array $data, array $types): ?Account
{
// return cash account.
if (null === $account && '' === (string)$data['name']
&& in_array(AccountType::CASH, $types, true)) {
$account = $this->accountRepository->getCashAccount();
}
app('log')->debug('Cannot return cash account, return input instead.');
return $account;
}
/**
* @param string $amount
*
* @return string
* @throws FireflyException
*/
protected function getAmount(string $amount): string
{
if ('' === $amount) {
throw new FireflyException(sprintf('The amount cannot be an empty string: "%s"', $amount));
}
app('log')->debug(sprintf('Now in getAmount("%s")', $amount));
if (0 === bccomp('0', $amount)) {
throw new FireflyException(sprintf('The amount seems to be zero: "%s"', $amount));
}
return $amount;
}
/**
* @param string|null $amount
*
* @return string|null
*/
protected function getForeignAmount(?string $amount): ?string
{
if (null === $amount) {
app('log')->debug('No foreign amount info in array. Return NULL');
return null;
}
if ('' === $amount) {
app('log')->debug('Foreign amount is empty string, return NULL.');
return null;
}
if (0 === bccomp('0', $amount)) {
app('log')->debug('Foreign amount is 0.0, return NULL.');
return null;
}
app('log')->debug(sprintf('Foreign amount is %s', $amount));
return $amount;
}
/**
* @param TransactionJournal $journal
* @param NullArrayObject $data
*
*/
protected function storeBudget(TransactionJournal $journal, NullArrayObject $data): void
{
if (TransactionType::WITHDRAWAL !== $journal->transactionType->type) {
$journal->budgets()->sync([]);
return;
}
$budget = $this->budgetRepository->findBudget($data['budget_id'], $data['budget_name']);
if (null !== $budget) {
app('log')->debug(sprintf('Link budget #%d to journal #%d', $budget->id, $journal->id));
$journal->budgets()->sync([$budget->id]);
return;
}
// if the budget is NULL, sync empty.
$journal->budgets()->sync([]);
}
/**
* @param TransactionJournal $journal
* @param NullArrayObject $data
*
*/
protected function storeCategory(TransactionJournal $journal, NullArrayObject $data): void
{
$category = $this->categoryRepository->findCategory($data['category_id'], $data['category_name']);
if (null !== $category) {
app('log')->debug(sprintf('Link category #%d to journal #%d', $category->id, $journal->id));
$journal->categories()->sync([$category->id]);
return;
}
// if the category is NULL, sync empty.
$journal->categories()->sync([]);
}
/**
* @param TransactionJournal $journal
* @param string|null $notes
*
*/
protected function storeNotes(TransactionJournal $journal, ?string $notes): void
{
$notes = (string)$notes;
$note = $journal->notes()->first();
if ('' !== $notes) {
if (null === $note) {
$note = new Note();
$note->noteable()->associate($journal);
}
$note->text = $notes;
$note->save();
app('log')->debug(sprintf('Stored notes for journal #%d', $journal->id));
return;
}
if ('' === $notes && null !== $note) {
// try to delete existing notes.
$note->delete();
}
}
/**
* Link tags to journal.
*
* @param TransactionJournal $journal
* @param array|null $tags
*
*/
protected function storeTags(TransactionJournal $journal, ?array $tags): void
{
app('log')->debug('Now in storeTags()', $tags ?? []);
$this->tagFactory->setUser($journal->user);
$set = [];
if (!is_array($tags)) {
app('log')->debug('Tags is not an array, break.');
return;
}
app('log')->debug('Start of loop.');
foreach ($tags as $string) {
$string = (string)$string;
app('log')->debug(sprintf('Now at tag "%s"', $string));
if ('' !== $string) {
$tag = $this->tagFactory->findOrCreate($string);
if (null !== $tag) {
$set[] = (int)$tag->id;
}
}
}
$set = array_unique($set);
app('log')->debug('End of loop.');
app('log')->debug(sprintf('Total nr. of tags: %d', count($tags)), $tags);
$journal->tags()->sync($set);
}
}