Auto commit for release 'develop' on 2024-07-01

Remove nesting level for markdown

.ci/php-cs-fixer/.php-cs-fixer.php

@@ -19,6 +19,8 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
+use PhpCsFixer\Runner\Parallel\ParallelConfigFactory;
+
 $current = __DIR__;
 
 $paths = [
@@ -35,6 +37,7 @@ $finder = PhpCsFixer\Finder::create()
 
 
 $config = new PhpCsFixer\Config();
+$config->setParallelConfig(ParallelConfigFactory::detect());
 return $config->setRules(
     [
         // rule sets

.env.example

@@ -299,27 +299,6 @@ DKR_BUILD_LOCALE=false
 # Won't significantly speed up things.
 DKR_CHECK_SQLITE=true
 
-# Run database creation and migration commands. Disable this only if you're 100% sure the DB exists
-# and is up to date.
-DKR_RUN_MIGRATION=true
-
-# Run database upgrade commands. Disable this only when you're 100% sure your DB is up-to-date
-# with the latest fixes (outside of migrations!)
-DKR_RUN_UPGRADE=true
-
-# Verify database integrity. Includes all data checks and verifications.
-# Disabling this makes Firefly III assume your DB is intact.
-DKR_RUN_VERIFY=true
-
-# Run database reporting commands. When disabled, Firefly III won't go over your data to report current state.
-# Disabling this should have no impact on data integrity or safety but it won't warn you of possible issues.
-DKR_RUN_REPORT=true
-
-# Generate OAuth2 keys.
-# When disabled, Firefly III won't attempt to generate OAuth2 Passport keys. This won't be an issue, IFF (if and only if)
-# you had previously generated keys already and they're stored in your database for restoration.
-DKR_RUN_PASSPORT_INSTALL=true
-
 # Leave the following configuration vars as is.
 # Unless you like to tinker and know what you're doing.
 APP_NAME=FireflyIII

.github/workflows/close-duplicates.yml

@@ -13,7 +13,7 @@ jobs:
   close_duplicates:
     runs-on: ubuntu-latest
     steps:
-      - uses: github/command@v1.1.1
+      - uses: github/command@v1.2.0
         id: command
         with:
           allowed_contexts: "issue"

.github/workflows/release.yml

@@ -8,7 +8,7 @@ on:
         required: true
         default: 'develop'
   schedule:
-    - cron: '0 3 * * MON,THU'
+    - cron: '0 3 * * MON'
 
 jobs:
   build:
@@ -39,7 +39,7 @@ jobs:
           php-version: '8.3'
           extensions: mbstring, intl, zip, bcmath
       - name: crowdin action
-        uses: crowdin/github-action@v1
+        uses: crowdin/github-action@v2
         with:
           upload_sources: true
           download_translations: true
@@ -67,6 +67,15 @@ jobs:
         env:
           FIREFLY_III_ROOT: /github/workspace
           GH_TOKEN: ${{ secrets.CHANGELOG_TOKEN }}
+      - name: "Create THANKS.md"
+        id: thank-you
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: 'ff3:thank-you'
+          output: ''
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ''
       - name: Extract changelog
         id: extract-changelog
         uses: JC5/firefly-iii-dev@main
@@ -116,9 +125,9 @@ jobs:
       - name: Build JS
         run: |
           npm install
-          npm update
           npm run prod  --workspace=v1
           npm run build --workspace=v2
+          npm update
       - name: Run CI
         run: |
           rm -rf vendor composer.lock
@@ -245,7 +254,7 @@ jobs:
             echo '' >> output.txt
             echo "* Installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/)" >> output.txt
             echo "* Or read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)" >> output.txt
-            echo "* The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)."
+            echo "* The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
 
             echo "Create default release."
             git tag -a $releaseName -m "Here be changelog"

THANKS.md

@@ -4,6 +4,7 @@ Over time, many people have contributed to Firefly III. Their efforts are not al
 Please find below all the people who contributed to the Firefly III code. Their names are mentioned in the year of their first contribution.
 
 ## 2024
+- Steve Wasiura
 - imlonghao
 - Rahman Yusuf
 - Michael Thomas

app/Api/V1/Requests/Models/Account/StoreRequest.php

@@ -63,7 +63,7 @@ class StoreRequest extends FormRequest
             'order'                   => $this->convertInteger('order'),
             'currency_code'           => $this->convertString('currency_code'),
             'virtual_balance'         => $this->convertString('virtual_balance'),
-            'iban'                    => $this->convertString('iban'),
+            'iban'                    => $this->convertIban('iban'),
             'BIC'                     => $this->convertString('bic'),
             'account_number'          => $this->convertString('account_number'),
             'account_role'            => $this->convertString('account_role'),

app/Api/V1/Requests/Models/Account/UpdateRequest.php

@@ -51,7 +51,7 @@ class UpdateRequest extends FormRequest
             'include_net_worth'       => ['include_net_worth', 'boolean'],
             'account_type_name'       => ['type', 'convertString'],
             'virtual_balance'         => ['virtual_balance', 'convertString'],
-            'iban'                    => ['iban', 'convertString'],
+            'iban'                    => ['iban', 'convertIban'],
             'BIC'                     => ['bic', 'convertString'],
             'account_number'          => ['account_number', 'convertString'],
             'account_role'            => ['account_role', 'convertString'],

app/Api/V1/Requests/Models/Attachment/StoreRequest.php

@@ -58,7 +58,7 @@ class StoreRequest extends FormRequest
         $models = config('firefly.valid_attachment_models');
         $models = array_map(
             static function (string $className) {
-                return str_replace('FireflyIII\\Models\\', '', $className);
+                return str_replace('FireflyIII\Models\\', '', $className);
             },
             $models
         );

app/Api/V1/Requests/Models/Attachment/UpdateRequest.php

@@ -60,7 +60,7 @@ class UpdateRequest extends FormRequest
         $models = config('firefly.valid_attachment_models');
         $models = array_map(
             static function (string $className) {
-                return str_replace('FireflyIII\\Models\\', '', $className);
+                return str_replace('FireflyIII\Models\\', '', $className);
             },
             $models
         );

app/Api/V1/Requests/Models/Transaction/StoreRequest.php

@@ -103,14 +103,14 @@ class StoreRequest extends FormRequest
                 // source of transaction. If everything is null, assume cash account.
                 'source_id'             => $this->integerFromValue((string)$object['source_id']),
                 'source_name'           => $this->clearString((string)$object['source_name']),
-                'source_iban'           => $this->clearString((string)$object['source_iban']),
+                'source_iban'           => $this->clearIban((string)$object['source_iban']),
                 'source_number'         => $this->clearString((string)$object['source_number']),
                 'source_bic'            => $this->clearString((string)$object['source_bic']),
 
                 // destination of transaction. If everything is null, assume cash account.
                 'destination_id'        => $this->integerFromValue((string)$object['destination_id']),
                 'destination_name'      => $this->clearString((string)$object['destination_name']),
-                'destination_iban'      => $this->clearString((string)$object['destination_iban']),
+                'destination_iban'      => $this->clearIban((string)$object['destination_iban']),
                 'destination_number'    => $this->clearString((string)$object['destination_number']),
                 'destination_bic'       => $this->clearString((string)$object['destination_bic']),
 

app/Api/V2/Controllers/Autocomplete/AccountController.php

@@ -28,22 +28,21 @@ use FireflyIII\Api\V2\Controllers\Controller;
 use FireflyIII\Api\V2\Request\Autocomplete\AutocompleteRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
-use FireflyIII\Repositories\Account\AccountRepositoryInterface;
-use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface as AdminAccountRepositoryInterface;
-use FireflyIII\Support\Http\Api\AccountFilter;
+use FireflyIII\Models\AccountBalance;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Http\Api\ExchangeRateConverter;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class AccountController
  */
 class AccountController extends Controller
 {
-    use AccountFilter;
-
-    private AdminAccountRepositoryInterface $adminRepository;
-    private array                           $balanceTypes;
-    private AccountRepositoryInterface      $repository;
+    private AccountRepositoryInterface $repository;
+    private TransactionCurrency        $default;
+    private ExchangeRateConverter      $converter;
 
     /**
      * AccountController constructor.
@@ -53,79 +52,88 @@ class AccountController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                $this->repository      = app(AccountRepositoryInterface::class);
-                $this->adminRepository = app(AdminAccountRepositoryInterface::class);
-                $this->adminRepository->setUserGroup($this->validateUserGroup($request));
+                $userGroup        = $this->validateUserGroup($request);
+                $this->repository = app(AccountRepositoryInterface::class);
+                $this->repository->setUserGroup($userGroup);
+                $this->default    = app('amount')->getDefaultCurrency();
+                $this->converter  = app(ExchangeRateConverter::class);
 
                 return $next($request);
             }
         );
-        $this->balanceTypes = [AccountType::ASSET, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE];
     }
 
     /**
-     * Documentation for this endpoint:
-     * TODO list of checks
-     * 1. use dates from ParameterBag
-     * 2. Request validates dates
-     * 3. Request includes user_group_id
-     * 4. Endpoint is documented.
-     * 5. Collector uses user_group_id
-     *
-     * @throws FireflyException
-     * @throws FireflyException
+     * Documentation: https://api-docs.firefly-iii.org/?urls.primaryName=2.1.0%20(v2)#/autocomplete/getAccountsAC
      */
     public function accounts(AutocompleteRequest $request): JsonResponse
     {
-        $data            = $request->getData();
-        $types           = $data['types'];
-        $query           = $data['query'];
-        $date            = $this->parameters->get('date') ?? today(config('app.timezone'));
-        $result          = $this->adminRepository->searchAccount((string) $query, $types, $data['limit']);
-        $defaultCurrency = app('amount')->getDefaultCurrency();
-        $groupedResult   = [];
-        $allItems        = [];
+        $queryParameters = $request->getParameters();
+        $result          = $this->repository->searchAccount($queryParameters['query'], $queryParameters['account_types'], $queryParameters['size']);
+        $return          = [];
 
         /** @var Account $account */
         foreach ($result as $account) {
-            $nameWithBalance = $account->name;
-            $currency        = $this->repository->getAccountCurrency($account) ?? $defaultCurrency;
-
-            if (in_array($account->accountType->type, $this->balanceTypes, true)) {
-                $balance         = app('steam')->balance($account, $date);
-                $nameWithBalance = sprintf('%s (%s)', $account->name, app('amount')->formatAnything($currency, $balance, false));
-            }
-            $type            = (string) trans(sprintf('firefly.%s', $account->accountType->type));
-            $groupedResult[$type] ??= [
-                'group ' => $type,
-                'items'  => [],
-            ];
-            $allItems[]      = [
-                'id'                      => (string) $account->id,
-                'value'                   => (string) $account->id,
-                'name'                    => $account->name,
-                'name_with_balance'       => $nameWithBalance,
-                'label'                   => $nameWithBalance,
-                'type'                    => $account->accountType->type,
-                'currency_id'             => (string) $currency->id,
-                'currency_name'           => $currency->name,
-                'currency_code'           => $currency->code,
-                'currency_symbol'         => $currency->symbol,
-                'currency_decimal_places' => $currency->decimal_places,
-            ];
+            $return[] = $this->parseAccount($account);
         }
 
-        usort(
-            $allItems,
-            static function (array $left, array $right): int {
-                $order    = [AccountType::ASSET, AccountType::REVENUE, AccountType::EXPENSE];
-                $posLeft  = (int) array_search($left['type'], $order, true);
-                $posRight = (int) array_search($right['type'], $order, true);
+        return response()->json($return);
+    }
 
-                return $posLeft - $posRight;
+    private function parseAccount(Account $account): array
+    {
+        $currency = $this->repository->getAccountCurrency($account);
+
+        return [
+            'id'    => (string) $account->id,
+            'title' => $account->name,
+            'meta'  => [
+                'type'                    => $account->accountType->type,
+                'currency_id'             => null === $currency ? null : (string) $currency->id,
+                'currency_code'           => $currency?->code,
+                'currency_symbol'         => $currency?->symbol,
+                'currency_decimal_places' => $currency?->decimal_places,
+                'account_balances'        => $this->getAccountBalances($account),
+            ],
+        ];
+    }
+
+    private function getAccountBalances(Account $account): array
+    {
+        $return   = [];
+        $balances = $this->repository->getAccountBalances($account);
+
+        /** @var AccountBalance $balance */
+        foreach ($balances as $balance) {
+            try {
+                $return[] = $this->parseAccountBalance($balance);
+            } catch (FireflyException $e) {
+                Log::error(sprintf('Could not parse convert account balance: %s', $e->getMessage()));
             }
-        );
+        }
 
-        return response()->json($allItems);
+        return $return;
+    }
+
+    /**
+     * @throws FireflyException
+     */
+    private function parseAccountBalance(AccountBalance $balance): array
+    {
+        $currency = $balance->transactionCurrency;
+
+        return [
+            'title'                          => $balance->title,
+            'native_amount'                  => $this->converter->convert($currency, $this->default, today(), $balance->balance),
+            'amount'                         => app('steam')->bcround($balance->balance, $currency->decimal_places),
+            'currency_id'                    => (string) $currency->id,
+            'currency_code'                  => $currency->code,
+            'currency_symbol'                => $currency->symbol,
+            'currency_decimal_places'        => $currency->decimal_places,
+            'native_currency_id'             => (string) $this->default->id,
+            'native_currency_code'           => $this->default->code,
+            'native_currency_symbol'         => $this->default->symbol,
+            'native_currency_decimal_places' => $this->default->decimal_places,
+        ];
     }
 }

app/Api/V2/Controllers/Autocomplete/CategoryController.php

@@ -53,23 +53,18 @@ class CategoryController extends Controller
     }
 
     /**
-     *  Documentation for this endpoint:
-     *  TODO list of checks
-     *  1. use dates from ParameterBag
-     *  2. Request validates dates
-     *  3. Request includes user_group_id
-     *  4. Endpoint is documented.
-     *  5. Collector uses user_group_id
+     * Documentation: https://api-docs.firefly-iii.org/?urls.primaryName=2.1.0%20(v2)#/autocomplete/getCategoriesAC
      */
     public function categories(AutocompleteRequest $request): JsonResponse
     {
-        $data     = $request->getData();
-        $result   = $this->repository->searchCategory($data['query'], $this->parameters->get('limit'));
-        $filtered = $result->map(
+        $queryParameters = $request->getParameters();
+        $result          = $this->repository->searchCategory($queryParameters['query'], $queryParameters['size']);
+        $filtered        = $result->map(
             static function (Category $item) {
                 return [
-                    'id'   => (string)$item->id,
-                    'name' => $item->name,
+                    'id'    => (string)$item->id,
+                    'title' => $item->name,
+                    'meta'  => [],
                 ];
             }
         );

app/Api/V2/Controllers/Autocomplete/TagController.php

@@ -53,25 +53,20 @@ class TagController extends Controller
     }
 
     /**
-     *  Documentation for this endpoint:
-     *  TODO list of checks
-     *  1. use dates from ParameterBag
-     *  2. Request validates dates
-     *  3. Request includes user_group_id
-     *  4. Endpoint is documented.
-     *  5. Collector uses user_group_id
+     * Documentation: https://api-docs.firefly-iii.org/?urls.primaryName=2.1.0%20(v2)#/autocomplete/getTagsAC
      */
     public function tags(AutocompleteRequest $request): JsonResponse
     {
-        $data     = $request->getData();
-        $result   = $this->repository->searchTag($data['query'], $data['limit']);
-        $filtered = $result->map(
+        $queryParameters = $request->getParameters();
+        $result          = $this->repository->searchTag($queryParameters['query'], $queryParameters['size']);
+        $filtered        = $result->map(
             static function (Tag $item) {
                 return [
-                    'id'    => (string)$item->id,
-                    'name'  => $item->tag,
-                    'value' => (string)$item->id,
+                    'id'    => (string) $item->id,
+                    'title' => $item->tag,
+                    'value' => (string) $item->id,
                     'label' => $item->tag,
+                    'meta'  => [],
                 ];
             }
         );

app/Api/V2/Controllers/Autocomplete/TransactionController.php

@@ -53,30 +53,25 @@ class TransactionController extends Controller
     }
 
     /**
-     *  Documentation for this endpoint:
-     *  TODO list of checks
-     *  1. use dates from ParameterBag
-     *  2. Request validates dates
-     *  3. Request includes user_group_id
-     *  4. Endpoint is documented.
-     *  5. Collector uses user_group_id
+     * Documentation: https://api-docs.firefly-iii.org/?urls.primaryName=2.1.0%20(v2)#/autocomplete/getTransactionsAC
      */
     public function transactionDescriptions(AutocompleteRequest $request): JsonResponse
     {
-        $data     = $request->getData();
-        $result   = $this->repository->searchJournalDescriptions($data['query'], $data['limit']);
+        $queryParameters = $request->getParameters();
+        $result          = $this->repository->searchJournalDescriptions($queryParameters['query'], $queryParameters['size']);
 
         // limit and unique
-        $filtered = $result->unique('description');
-        $array    = [];
+        $filtered        = $result->unique('description');
+        $array           = [];
 
         /** @var TransactionJournal $journal */
         foreach ($filtered as $journal) {
             $array[] = [
-                'id'                   => (string)$journal->id,
-                'transaction_group_id' => (string)$journal->transaction_group_id,
-                'name'                 => $journal->description,
-                'description'          => $journal->description,
+                'id'    => (string) $journal->id,
+                'title' => $journal->description,
+                'meta'  => [
+                    'transaction_group_id' => (string) $journal->transaction_group_id,
+                ],
             ];
         }
 

app/Api/V2/Controllers/Chart/AccountController.php

@@ -24,19 +24,17 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V2\Controllers\Chart;
 
-use Carbon\Carbon;
 use FireflyIII\Api\V2\Controllers\Controller;
-use FireflyIII\Api\V2\Request\Chart\DashboardChartRequest;
-use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Api\V2\Request\Chart\ChartRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Chart\ChartData;
 use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use Illuminate\Http\JsonResponse;
-use Illuminate\Support\Collection;
 
 /**
  * Class AccountController
@@ -44,10 +42,12 @@ use Illuminate\Support\Collection;
 class AccountController extends Controller
 {
     use CleansChartData;
+    use CollectsAccountsFromFilter;
     use ValidatesUserGroupTrait;
 
     private AccountRepositoryInterface $repository;
-    protected array                    $acceptedRoles = [UserRoleEnum::READ_ONLY];
+    private ChartData                  $chartData;
+    private TransactionCurrency        $default;
 
     public function __construct()
     {
@@ -56,6 +56,8 @@ class AccountController extends Controller
             function ($request, $next) {
                 $this->repository = app(AccountRepositoryInterface::class);
                 $this->repository->setUserGroup($this->validateUserGroup($request));
+                $this->chartData  = new ChartData();
+                $this->default    = app('amount')->getDefaultCurrency();
 
                 return $next($request);
             }
@@ -63,107 +65,76 @@ class AccountController extends Controller
     }
 
     /**
-     * This endpoint is documented at
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v2)#/charts/getChartAccountOverview
-     *
-     * The native currency is the preferred currency on the page /currencies.
-     *
-     * If a transaction has foreign currency = native currency, the foreign amount will be used, no conversion
-     * will take place.
-     *
-     * TODO validate and set user_group_id from request
+     * TODO fix documentation
      *
      * @throws FireflyException
-     *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
      */
-    public function dashboard(DashboardChartRequest $request): JsonResponse
+    public function dashboard(ChartRequest $request): JsonResponse
     {
-        /** @var Carbon $start */
-        $start     = $this->parameters->get('start');
+        $queryParameters = $request->getParameters();
+        $accounts        = $this->getAccountList($queryParameters);
 
-        /** @var Carbon $end */
-        $end       = $this->parameters->get('end');
-        $end->endOfDay();
-
-        /** @var TransactionCurrency $default */
-        $default   = app('amount')->getDefaultCurrency();
-        $params    = $request->getAll();
-
-        /** @var Collection $accounts */
-        $accounts  = $params['accounts'];
-        $chartData = [];
-
-        // user's preferences
-        if (0 === $accounts->count()) {
-            $defaultSet = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT])->pluck('id')->toArray();
-            $frontpage  = app('preferences')->get('frontpageAccounts', $defaultSet);
-
-            if (!(is_array($frontpage->data) && count($frontpage->data) > 0)) {
-                $frontpage->data = $defaultSet;
-                $frontpage->save();
-            }
-
-            $accounts   = $this->repository->getAccountsById($frontpage->data);
-        }
-
-        // both options are overruled by "preselected"
-        if ('all' === $params['preselected']) {
-            $accounts = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
-        }
-        if ('assets' === $params['preselected']) {
-            $accounts = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT]);
-        }
-        if ('liabilities' === $params['preselected']) {
-            $accounts = $this->repository->getAccountsByType([AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
-        }
+        // move date to end of day
+        $queryParameters['start']->startOfDay();
+        $queryParameters['end']->endOfDay();
 
+        // loop each account, and collect info:
         /** @var Account $account */
         foreach ($accounts as $account) {
-            $currency          = $this->repository->getAccountCurrency($account);
-            if (null === $currency) {
-                $currency = $default;
-            }
-            $currentSet        = [
-                'label'                          => $account->name,
-                // the currency that belongs to the account.
-                'currency_id'                    => (string)$currency->id,
-                'currency_code'                  => $currency->code,
-                'currency_symbol'                => $currency->symbol,
-                'currency_decimal_places'        => $currency->decimal_places,
-
-                // the default currency of the user (could be the same!)
-                'native_currency_id'             => (string)$default->id,
-                'native_currency_code'           => $default->code,
-                'native_currency_symbol'         => $default->symbol,
-                'native_currency_decimal_places' => $default->decimal_places,
-                'start'                          => $start->toAtomString(),
-                'end'                            => $end->toAtomString(),
-                'period'                         => '1D',
-                'entries'                        => [],
-                'native_entries'                 => [],
-            ];
-            $currentStart      = clone $start;
-            $range             = app('steam')->balanceInRange($account, $start, clone $end, $currency);
-            $rangeConverted    = app('steam')->balanceInRangeConverted($account, $start, clone $end, $default);
-
-            $previous          = array_values($range)[0];
-            $previousConverted = array_values($rangeConverted)[0];
-            while ($currentStart <= $end) {
-                $format                               = $currentStart->format('Y-m-d');
-                $label                                = $currentStart->toAtomString();
-                $balance                              = array_key_exists($format, $range) ? $range[$format] : $previous;
-                $balanceConverted                     = array_key_exists($format, $rangeConverted) ? $rangeConverted[$format] : $previousConverted;
-                $previous                             = $balance;
-                $previousConverted                    = $balanceConverted;
-
-                $currentStart->addDay();
-                $currentSet['entries'][$label]        = $balance;
-                $currentSet['native_entries'][$label] = $balanceConverted;
-            }
-            $chartData[]       = $currentSet;
+            $this->renderAccountData($queryParameters, $account);
         }
 
-        return response()->json($this->clean($chartData));
+        return response()->json($this->chartData->render());
+    }
+
+    /**
+     * @throws FireflyException
+     */
+    private function renderAccountData(array $params, Account $account): void
+    {
+        $currency          = $this->repository->getAccountCurrency($account);
+        if (null === $currency) {
+            $currency = $this->default;
+        }
+        $currentSet        = [
+            'label'                          => $account->name,
+
+            // the currency that belongs to the account.
+            'currency_id'                    => (string) $currency->id,
+            'currency_code'                  => $currency->code,
+            'currency_symbol'                => $currency->symbol,
+            'currency_decimal_places'        => $currency->decimal_places,
+
+            // the default currency of the user (could be the same!)
+            'native_currency_id'             => (string) $this->default->id,
+            'native_currency_code'           => $this->default->code,
+            'native_currency_symbol'         => $this->default->symbol,
+            'native_currency_decimal_places' => $this->default->decimal_places,
+            'date'                           => $params['start']->toAtomString(),
+            'start'                          => $params['start']->toAtomString(),
+            'end'                            => $params['end']->toAtomString(),
+            'period'                         => '1D',
+            'entries'                        => [],
+            'native_entries'                 => [],
+        ];
+        $currentStart      = clone $params['start'];
+        $range             = app('steam')->balanceInRange($account, $params['start'], clone $params['end'], $currency);
+        $rangeConverted    = app('steam')->balanceInRangeConverted($account, $params['start'], clone $params['end'], $this->default);
+
+        $previous          = array_values($range)[0];
+        $previousConverted = array_values($rangeConverted)[0];
+        while ($currentStart <= $params['end']) {
+            $format                               = $currentStart->format('Y-m-d');
+            $label                                = $currentStart->toAtomString();
+            $balance                              = array_key_exists($format, $range) ? $range[$format] : $previous;
+            $balanceConverted                     = array_key_exists($format, $rangeConverted) ? $rangeConverted[$format] : $previousConverted;
+            $previous                             = $balance;
+            $previousConverted                    = $balanceConverted;
+
+            $currentStart->addDay();
+            $currentSet['entries'][$label]        = $balance;
+            $currentSet['native_entries'][$label] = $balanceConverted;
+        }
+        $this->chartData->add($currentSet);
     }
 }

app/Api/V2/Controllers/Chart/BalanceController.php

@@ -24,18 +24,18 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V2\Controllers\Chart;
 
-use Carbon\Carbon;
 use FireflyIII\Api\V2\Controllers\Controller;
-use FireflyIII\Api\V2\Request\Chart\BalanceChartRequest;
-use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Api\V2\Request\Chart\ChartRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Models\TransactionType;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Chart\ChartData;
 use FireflyIII\Support\Http\Api\AccountBalanceGrouped;
 use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
 use Illuminate\Http\JsonResponse;
-use Illuminate\Support\Collection;
 
 /**
  * Class BalanceController
@@ -43,7 +43,30 @@ use Illuminate\Support\Collection;
 class BalanceController extends Controller
 {
     use CleansChartData;
-    protected array                    $acceptedRoles = [UserRoleEnum::READ_ONLY];
+    use CollectsAccountsFromFilter;
+
+    private AccountRepositoryInterface $repository;
+    private GroupCollectorInterface    $collector;
+    private ChartData                  $chartData;
+    private TransactionCurrency        $default;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(AccountRepositoryInterface::class);
+                $this->collector  = app(GroupCollectorInterface::class);
+                $userGroup        = $this->validateUserGroup($request);
+                $this->repository->setUserGroup($userGroup);
+                $this->collector->setUserGroup($userGroup);
+                $this->chartData  = new ChartData();
+                $this->default    = app('amount')->getDefaultCurrency();
+
+                return $next($request);
+            }
+        );
+    }
 
     /**
      * The code is practically a duplicate of ReportController::operations.
@@ -54,50 +77,43 @@ class BalanceController extends Controller
      * If the transaction being processed is already in native currency OR if the
      * foreign amount is in the native currency, the amount will not be converted.
      *
-     * TODO validate and set user_group_id
-     * TODO collector set group, not user
-     *
      * @throws FireflyException
      */
-    public function balance(BalanceChartRequest $request): JsonResponse
+    public function balance(ChartRequest $request): JsonResponse
     {
-        $params         = $request->getAll();
+        $queryParameters = $request->getParameters();
+        $accounts        = $this->getAccountList($queryParameters);
 
-        /** @var Carbon $start */
-        $start          = $this->parameters->get('start');
-
-        /** @var Carbon $end */
-        $end            = $this->parameters->get('end');
-        $end->endOfDay();
-
-        /** @var Collection $accounts */
-        $accounts       = $params['accounts'];
-
-        /** @var string $preferredRange */
-        $preferredRange = $params['period'];
+        // move date to end of day
+        $queryParameters['start']->startOfDay();
+        $queryParameters['end']->endOfDay();
 
         // prepare for currency conversion and data collection:
         /** @var TransactionCurrency $default */
-        $default        = app('amount')->getDefaultCurrency();
+        $default         = app('amount')->getDefaultCurrency();
 
         // get journals for entire period:
-        /** @var GroupCollectorInterface $collector */
-        $collector      = app(GroupCollectorInterface::class);
-        $collector->setRange($start, $end)->withAccountInformation();
-        $collector->setXorAccounts($accounts);
-        $collector->setTypes([TransactionType::WITHDRAWAL, TransactionType::DEPOSIT, TransactionType::RECONCILIATION, TransactionType::TRANSFER]);
-        $journals       = $collector->getExtractedJournals();
 
-        $object         = new AccountBalanceGrouped();
-        $object->setPreferredRange($preferredRange);
+        $this->collector->setRange($queryParameters['start'], $queryParameters['end'])
+            ->withAccountInformation()
+            ->setXorAccounts($accounts)
+            ->setTypes([TransactionType::WITHDRAWAL, TransactionType::DEPOSIT, TransactionType::RECONCILIATION, TransactionType::TRANSFER])
+        ;
+        $journals        = $this->collector->getExtractedJournals();
+
+        $object          = new AccountBalanceGrouped();
+        $object->setPreferredRange($queryParameters['period']);
         $object->setDefault($default);
         $object->setAccounts($accounts);
         $object->setJournals($journals);
-        $object->setStart($start);
-        $object->setEnd($end);
+        $object->setStart($queryParameters['start']);
+        $object->setEnd($queryParameters['end']);
         $object->groupByCurrencyAndPeriod();
-        $chartData      = $object->convertToChartData();
+        $data            = $object->convertToChartData();
+        foreach ($data as $entry) {
+            $this->chartData->add($entry);
+        }
 
-        return response()->json($this->clean($chartData));
+        return response()->json($this->chartData->render());
     }
 }

app/Api/V2/Controllers/Model/Account/IndexController.php

@@ -30,6 +30,7 @@ use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
 use FireflyIII\Transformers\V2\AccountTransformer;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
+use Illuminate\Support\Facades\Log;
 
 class IndexController extends Controller
 {
@@ -74,6 +75,7 @@ class IndexController extends Controller
         // order is calculated in the account transformer and by that time it's too late.
         $first             = array_key_first($sorting);
         $disablePagination = in_array($first, ['last_activity', 'balance', 'balance_difference'], true);
+        Log::debug(sprintf('Will disable pagination in account index v2? %s', var_export($disablePagination, true)));
         if (!$disablePagination) {
             $accounts = $accounts->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
         }

app/Api/V2/Request/Autocomplete/AutocompleteRequest.php

@@ -23,47 +23,68 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V2\Request\Autocomplete;
 
-use FireflyIII\Enums\UserRoleEnum;
-use FireflyIII\Models\AccountType;
+use FireflyIII\JsonApi\Rules\IsValidFilter;
+use FireflyIII\JsonApi\Rules\IsValidPage;
+use FireflyIII\Support\Http\Api\AccountFilter;
+use FireflyIII\Support\Http\Api\ParsesQueryFilters;
 use FireflyIII\Support\Request\ChecksLogin;
 use FireflyIII\Support\Request\ConvertsDataTypes;
 use Illuminate\Foundation\Http\FormRequest;
+use LaravelJsonApi\Core\Query\QueryParameters;
+use LaravelJsonApi\Validation\Rule as JsonApiRule;
 
 /**
  * Class AutocompleteRequest
  */
 class AutocompleteRequest extends FormRequest
 {
+    use AccountFilter;
     use ChecksLogin;
     use ConvertsDataTypes;
+    use ParsesQueryFilters;
 
-    protected array $acceptedRoles = [UserRoleEnum::MANAGE_TRANSACTIONS];
-
-    public function getData(): array
+    /**
+     * Loops over all possible query parameters (these are shared over ALL auto complete requests)
+     * and returns a validated array of parameters.
+     *
+     * The advantage is a single class. But you may also submit "account types" to an endpoint that doesn't use these.
+     */
+    public function getParameters(): array
     {
-        $types = $this->convertString('types');
-        $array = [];
-        if ('' !== $types) {
-            $array = explode(',', $types);
-        }
-        $limit = $this->convertInteger('limit');
-        $limit = 0 === $limit ? 10 : $limit;
-
-        // remove 'initial balance' and another from allowed types. its internal
-        $array = array_diff($array, [AccountType::INITIAL_BALANCE, AccountType::RECONCILIATION]);
+        $queryParameters = QueryParameters::cast($this->all());
 
         return [
-            'types' => $array,
-            'query' => $this->convertString('query'),
-            'date'  => $this->getCarbonDate('date'),
-            'limit' => $limit,
+            'date'          => $this->dateOrToday($queryParameters, 'date'),
+            'query'         => $this->arrayOfStrings($queryParameters, 'query'),
+            'size'          => $this->integerFromQueryParams($queryParameters, 'size', 50),
+            'account_types' => $this->getAccountTypeParameter($this->arrayOfStrings($queryParameters, 'account_types')),
         ];
     }
 
     public function rules(): array
     {
         return [
-            'limit' => 'min:0|max:1337',
+            'fields'  => JsonApiRule::notSupported(),
+            'filter'  => ['nullable', 'array', new IsValidFilter(['query', 'date', 'account_types'])],
+            'include' => JsonApiRule::notSupported(),
+            'page'    => ['nullable', 'array', new IsValidPage(['size'])],
+            'sort'    => JsonApiRule::notSupported(),
         ];
     }
+
+    private function getAccountTypeParameter(mixed $types): array
+    {
+        if (is_string($types) && str_contains($types, ',')) {
+            $types = explode(',', $types);
+        }
+        if (!is_iterable($types)) {
+            $types = [$types];
+        }
+        $return = [];
+        foreach ($types as $type) {
+            $return = array_merge($return, $this->mapAccountTypes($type));
+        }
+
+        return array_unique($return);
+    }
 }

app/Api/V2/Request/Chart/ChartRequest.php

@@ -0,0 +1,118 @@
+<?php
+/*
+ * DashboardChartRequest.php
+ * Copyright (c) 2023 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\Api\V2\Request\Chart;
+
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\JsonApi\Rules\IsValidFilter;
+use FireflyIII\Rules\IsFilterValueIn;
+use FireflyIII\Support\Http\Api\ParsesQueryFilters;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Foundation\Http\FormRequest;
+use Illuminate\Support\Facades\Log;
+use Illuminate\Validation\Validator;
+use LaravelJsonApi\Core\Query\QueryParameters;
+use LaravelJsonApi\Validation\Rule as JsonApiRule;
+
+/**
+ * Class ChartRequest
+ */
+class ChartRequest extends FormRequest
+{
+    use ChecksLogin;
+    use ConvertsDataTypes;
+    use ParsesQueryFilters;
+    use ValidatesUserGroupTrait;
+
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
+
+    public function getParameters(): array
+    {
+        $queryParameters = QueryParameters::cast($this->all());
+
+        return [
+            'start'       => $this->dateOrToday($queryParameters, 'start'),
+            'end'         => $this->dateOrToday($queryParameters, 'end'),
+            'preselected' => $this->stringFromQueryParams($queryParameters, 'preselected', 'empty'),
+            'period'      => $this->stringFromQueryParams($queryParameters, 'period', '1M'),
+            'accounts'    => $this->arrayOfStrings($queryParameters, 'accounts'),
+            // preselected heeft maar een paar toegestane waardes, dat moet ook goed gaan.
+            //            'query'         => $this->arrayOfStrings($queryParameters, 'query'),
+            //            'size'          => $this->integerFromQueryParams($queryParameters,'size', 50),
+            //            'account_types' => $this->getAccountTypeParameter($this->arrayOfStrings($queryParameters, 'account_types')),
+        ];
+        // collect accounts based on this list?
+    }
+
+    //        return [
+    //            'accounts'    => $this->getAccountList(),
+    //            'preselected' => $this->convertString('preselected'),
+    //        ];
+    //    }
+
+    /**
+     * The rules that the incoming request must be matched against.
+     */
+    public function rules(): array
+    {
+        return [
+            'fields'  => JsonApiRule::notSupported(),
+            'filter'  => ['nullable', 'array',
+                new IsValidFilter(['start', 'end', 'preselected', 'accounts']),
+                new IsFilterValueIn('preselected', config('firefly.preselected_accounts')),
+            ],
+            'include' => JsonApiRule::notSupported(),
+            'page'    => JsonApiRule::notSupported(),
+            'sort'    => JsonApiRule::notSupported(),
+        ];
+
+        //        return [
+        //            'start'       => 'required|date|after:1900-01-01|before:2099-12-31',
+        //            'end'         => 'required|date|after_or_equal:start|before:2099-12-31|after:1900-01-01',
+        //            'preselected' => sprintf('in:%s', implode(',', config('firefly.preselected_accounts'))),
+        //            'accounts.*'  => 'exists:accounts,id',
+        //        ];
+    }
+
+    public function withValidator(Validator $validator): void
+    {
+        $validator->after(
+            static function (Validator $validator): void {
+                // validate transaction query data.
+                $data = $validator->getData();
+                if (!array_key_exists('accounts', $data)) {
+                    // $validator->errors()->add('accounts', trans('validation.filled', ['attribute' => 'accounts']));
+                    return;
+                }
+                if (!is_array($data['accounts'])) {
+                    $validator->errors()->add('accounts', trans('validation.filled', ['attribute' => 'accounts']));
+                }
+            }
+        );
+        if ($validator->fails()) {
+            Log::channel('audit')->error(sprintf('Validation errors in %s', __CLASS__), $validator->errors()->toArray());
+        }
+    }
+}

app/Console/Commands/Correction/FixIbans.php

@@ -60,15 +60,13 @@ class FixIbans extends Command
     {
         /** @var Account $account */
         foreach ($accounts as $account) {
-            $iban = $account->iban;
-            if (str_contains($iban, ' ')) {
-                $iban = app('steam')->filterSpaces((string)$account->iban);
-                if ('' !== $iban) {
-                    $account->iban = $iban;
-                    $account->save();
-                    $this->friendlyInfo(sprintf('Removed spaces from IBAN of account #%d', $account->id));
-                    ++$this->count;
-                }
+            $iban    = (string) $account->iban;
+            $newIban = app('steam')->filterSpaces($iban);
+            if ('' !== $iban && $iban !== $newIban) {
+                $account->iban = $newIban;
+                $account->save();
+                $this->friendlyInfo(sprintf('Removed spaces from IBAN of account #%d', $account->id));
+                ++$this->count;
             }
         }
     }
@@ -81,7 +79,7 @@ class FixIbans extends Command
         foreach ($accounts as $account) {
             $userId = $account->user_id;
             $set[$userId] ??= [];
-            $iban   = (string)$account->iban;
+            $iban   = (string) $account->iban;
             if ('' === $iban) {
                 continue;
             }

app/Console/Commands/Integrity/UpdateGroupInformation.php

@@ -115,7 +115,7 @@ class UpdateGroupInformation extends Command
             return;
         }
         if (0 !== $result) {
-            $this->friendlyPositive(sprintf('User #%d: Moved %d %s objects to the correct group.', $user->id, $result, str_replace('FireflyIII\\Models\\', '', $className)));
+            $this->friendlyPositive(sprintf('User #%d: Moved %d %s objects to the correct group.', $user->id, $result, str_replace('FireflyIII\Models\\', '', $className)));
         }
     }
 }

app/Console/Commands/System/ForceDecimalSize.php

@@ -111,7 +111,7 @@ class ForceDecimalSize extends Command
     {
         // switch stuff based on database connection:
         $this->operator          = 'REGEXP';
-        $this->regularExpression = '\'\\\\.[\\\\d]{%d}[1-9]+\'';
+        $this->regularExpression = '\'\\\.[\\\d]{%d}[1-9]+\'';
         $this->cast              = 'CHAR';
         if ('pgsql' === config('database.default')) {
             $this->operator          = 'SIMILAR TO';
@@ -119,7 +119,7 @@ class ForceDecimalSize extends Command
             $this->cast              = 'TEXT';
         }
         if ('sqlite' === config('database.default')) {
-            $this->regularExpression = '"\\.[\d]{%d}[1-9]+"';
+            $this->regularExpression = '"\.[\d]{%d}[1-9]+"';
         }
     }
 
@@ -307,7 +307,7 @@ class ForceDecimalSize extends Command
             /** @var string $field */
             foreach ($fields as $field) {
                 $value   = $item->{$field};
-                if (null === $value) {
+                if (null === $value || '' === $value) {
                     continue;
                 }
                 // fix $field by rounding it down correctly.

app/Console/Commands/Upgrade/CorrectAccountBalance.php

@@ -0,0 +1,69 @@
+<?php
+/*
+ * CorrectAccountBalance.php
+ * Copyright (c) 2024 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\Console\Commands\Upgrade;
+
+use FireflyIII\Console\Commands\ShowsFriendlyMessages;
+use FireflyIII\Support\Models\AccountBalanceCalculator;
+use Illuminate\Console\Command;
+
+/**
+ * Class CorrectionSkeleton
+ */
+class CorrectAccountBalance extends Command
+{
+    use ShowsFriendlyMessages;
+    public const string CONFIG_NAME = '610_correct_balances';
+    protected $description          = 'Recalculate all account balance amounts';
+    protected $signature            = 'firefly-iii:correct-account-balance {--F|force : Force the execution of this command.}';
+
+    public function handle(): int
+    {
+        if ($this->isExecuted() && true !== $this->option('force')) {
+            $this->friendlyInfo('This command has already been executed.');
+
+            return 0;
+        }
+        $this->correctBalanceAmounts();
+        $this->markAsExecuted();
+
+        return 0;
+    }
+
+    private function correctBalanceAmounts(): void
+    {
+        AccountBalanceCalculator::recalculateAll();
+    }
+
+    private function isExecuted(): bool
+    {
+        $configVar = app('fireflyconfig')->get(self::CONFIG_NAME, false);
+
+        return (bool)$configVar?->data;
+    }
+
+    private function markAsExecuted(): void
+    {
+        app('fireflyconfig')->set(self::CONFIG_NAME, true);
+    }
+}

app/Console/Commands/Upgrade/UpgradeDatabase.php

@@ -65,6 +65,7 @@ class UpgradeDatabase extends Command
             'firefly-iii:budget-limit-periods',
             'firefly-iii:migrate-rule-actions',
             'firefly-iii:restore-oauth-keys',
+            'firefly-iii:correct-account-balance',
             // also just in case, some integrity commands:
             'firefly-iii:create-group-memberships',
             'firefly-iii:upgrade-group-information',

app/Entities/AccountBalance.php

@@ -0,0 +1,49 @@
+<?php
+/*
+ * AccountBalance.php
+ * Copyright (c) 2024 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\Entities;
+
+use FireflyIII\Models\Account;
+
+class AccountBalance
+{
+    public string $id;
+    public string $amount;
+    public string $currencyId;
+
+    public static function fromArray(): self
+    {
+        $balance             = new self();
+        $balance->id         = (string) random_int(1, 1000);
+        $balance->name       = (string) random_int(1, 1000);
+        $balance->amount     = (string) random_int(1, 1000);
+        $balance->currencyId = '1';
+
+        return $balance;
+    }
+
+    public function getAccount(): Account
+    {
+        return Account::inRandomOrder()->first();
+    }
+}

app/Exceptions/Handler.php

@@ -36,6 +36,7 @@ use Illuminate\Session\TokenMismatchException;
 use Illuminate\Support\Arr;
 use Illuminate\Validation\ValidationException as LaravelValidationException;
 use Laravel\Passport\Exceptions\OAuthServerException as LaravelOAuthException;
+use LaravelJsonApi\Core\Exceptions\JsonApiException;
 use League\OAuth2\Server\Exception\OAuthServerException;
 use Symfony\Component\HttpFoundation\Exception\SuspiciousOperationException;
 use Symfony\Component\HttpFoundation\Response;
@@ -63,6 +64,7 @@ class Handler extends ExceptionHandler
             HttpException::class,
             SuspiciousOperationException::class,
             BadHttpHeaderException::class,
+            JsonApiException::class,
         ];
 
     /**

app/Factory/AttachmentFactory.php

@@ -43,7 +43,7 @@ class AttachmentFactory
     public function create(array $data): ?Attachment
     {
         // append if necessary.
-        $model      = !str_contains($data['attachable_type'], 'FireflyIII') ? sprintf('FireflyIII\\Models\\%s', $data['attachable_type'])
+        $model      = !str_contains($data['attachable_type'], 'FireflyIII') ? sprintf('FireflyIII\Models\%s', $data['attachable_type'])
             : $data['attachable_type'];
 
         // get journal instead of transaction.

app/Handlers/Observer/TransactionObserver.php

@@ -24,6 +24,7 @@ declare(strict_types=1);
 namespace FireflyIII\Handlers\Observer;
 
 use FireflyIII\Models\Transaction;
+use FireflyIII\Support\Models\AccountBalanceCalculator;
 
 /**
  * Class TransactionObserver
@@ -35,4 +36,16 @@ class TransactionObserver
         app('log')->debug('Observe "deleting" of a transaction.');
         $transaction?->transactionJournal?->delete();
     }
+
+    public function updated(Transaction $transaction): void
+    {
+        app('log')->debug('Observe "updated" of a transaction.');
+        AccountBalanceCalculator::recalculateForJournal($transaction->transactionJournal);
+    }
+
+    public function created(Transaction $transaction): void
+    {
+        app('log')->debug('Observe "created" of a transaction.');
+        AccountBalanceCalculator::recalculateForJournal($transaction->transactionJournal);
+    }
 }

app/Helpers/Collector/Extensions/MetaCollection.php

@@ -717,7 +717,7 @@ trait MetaCollection
 
         $this->joinMetaDataTables();
         $this->query->where('journal_meta.name', '=', 'internal_reference');
-        $this->query->where('journal_meta.data', 'LIKE', sprintf('%%%s%%', $internalReference));
+        $this->query->where('journal_meta.data', '=', $internalReference);
 
         return $this;
     }

app/Http/Controllers/Api/V3/Controllers/AccountController.php

@@ -0,0 +1,43 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\Http\Controllers\Api\V3\Controllers;
+
+use FireflyIII\Http\Controllers\Controller;
+use FireflyIII\JsonApi\V3\AccountBalances\AccountBalanceSchema;
+use FireflyIII\Models\Account;
+use Illuminate\Contracts\Support\Responsable;
+use LaravelJsonApi\Core\Facades\JsonApi;
+use LaravelJsonApi\Core\Responses\DataResponse;
+use LaravelJsonApi\Laravel\Http\Controllers\Actions;
+use LaravelJsonApi\Laravel\Http\Requests\AnonymousQuery;
+
+class AccountController extends Controller
+{
+    use Actions\AttachRelationship;
+    use Actions\Destroy;
+    use Actions\DetachRelationship;
+    use Actions\FetchMany;
+    use Actions\FetchOne;
+    use Actions\FetchRelated;
+    use Actions\FetchRelationship;
+    use Actions\Store;
+    use Actions\Update;
+    use Actions\UpdateRelationship;
+
+    public function readAccountBalances(AnonymousQuery $query, AccountBalanceSchema $schema, Account $account): Responsable
+    {
+        $schema = JsonApi::server()->schemas()->schemaFor('account-balances');
+
+        $models = $schema
+            ->repository()
+            ->queryAll()
+            ->withRequest($query)
+            ->withAccount($account)
+            ->get()
+        ;
+
+        return DataResponse::make($models);
+    }
+}

app/Http/Controllers/Auth/LoginController.php

@@ -121,7 +121,7 @@ class LoginController extends Controller
 
         // Copied directly from AuthenticatesUsers, but with logging added:
         // If the login attempt was unsuccessful we will increment the number of attempts
-        // to login and redirect the user back to the login form. Of course, when this
+        // to log in and redirect the user back to the login form. Of course, when this
         // user surpasses their maximum number of attempts they will get locked out.
         $this->incrementLoginAttempts($request);
         Log::channel('audit')->warning(sprintf('Login failed. Attempt for user "%s" failed.', $request->get($this->username())));
@@ -233,7 +233,7 @@ class LoginController extends Controller
         $storeInCookie     = config('google2fa.store_in_cookie', false);
         if (false !== $storeInCookie) {
             $cookieName = config('google2fa.cookie_name', 'google2fa_token');
-            request()->cookies->set($cookieName, 'invalid');
+            \Cookie::queue(\Cookie::make($cookieName, 'invalid-'.time()));
         }
         $usernameField     = $this->username();
 

app/Http/Controllers/Budget/BudgetLimitController.php

@@ -185,7 +185,7 @@ class BudgetLimitController extends Controller
             $array['amount_formatted']       = app('amount')->formatAnything($limit->transactionCurrency, $limit['amount']);
             $array['days_left']              = (string)$this->activeDaysLeft($start, $end);
             // left per day:
-            $array['left_per_day']           = bcdiv(bcadd($array['spent'], $array['amount']), $array['days_left']);
+            $array['left_per_day']           = 0 === bccomp('0', $array['days_left']) ? bcadd($array['spent'], $array['amount']) : bcdiv(bcadd($array['spent'], $array['amount']), $array['days_left']);
 
             // left per day formatted.
             $array['left_per_day_formatted'] = app('amount')->formatAnything($limit->transactionCurrency, $array['left_per_day']);

app/Http/Controllers/DebugController.php

@@ -86,14 +86,14 @@ class DebugController extends Controller
     {
         app('preferences')->mark();
         $request->session()->forget(['start', 'end', '_previous', 'viewRange', 'range', 'is_custom_range', 'temp-mfa-secret', 'temp-mfa-codes']);
-        app('log')->debug('Call cache:clear...');
 
         Artisan::call('cache:clear');
-        app('log')->debug('Call config:clear...');
         Artisan::call('config:clear');
-        app('log')->debug('Call route:clear...');
         Artisan::call('route:clear');
-        app('log')->debug('Call twig:clean...');
+        Artisan::call('view:clear');
+
+        // also do some recalculations.
+        Artisan::call('firefly-iii:trigger-credit-recalculation');
 
         try {
             Artisan::call('twig:clean');
@@ -101,7 +101,6 @@ class DebugController extends Controller
             throw new FireflyException($e->getMessage(), 0, $e);
         }
 
-        app('log')->debug('Call view:clear...');
         Artisan::call('view:clear');
 
         return redirect(route('index'));

app/Http/Controllers/HomeController.php

@@ -65,7 +65,7 @@ class HomeController extends Controller
         $stringEnd     = '';
 
         try {
-            $stringStart = e((string)$request->get('start'));
+            $stringStart = e((string) $request->get('start'));
             $start       = Carbon::createFromFormat('Y-m-d', $stringStart);
         } catch (InvalidFormatException $e) {
             app('log')->error(sprintf('Start: could not parse date string "%s" so ignore it.', $stringStart));
@@ -73,7 +73,7 @@ class HomeController extends Controller
         }
 
         try {
-            $stringEnd = e((string)$request->get('end'));
+            $stringEnd = e((string) $request->get('end'));
             $end       = Carbon::createFromFormat('Y-m-d', $stringEnd);
         } catch (InvalidFormatException $e) {
             app('log')->error(sprintf('End could not parse date string "%s" so ignore it.', $stringEnd));
@@ -92,7 +92,7 @@ class HomeController extends Controller
         app('log')->debug('dateRange: Received dateRange', ['start' => $stringStart, 'end' => $stringEnd, 'label' => $request->get('label')]);
         // check if the label is "everything" or "Custom range" which will betray
         // a possible problem with the budgets.
-        if ($label === (string)trans('firefly.everything') || $label === (string)trans('firefly.customRange')) {
+        if ($label === (string) trans('firefly.everything') || $label === (string) trans('firefly.customRange')) {
             $isCustomRange = true;
             app('log')->debug('Range is now marked as "custom".');
         }
@@ -100,7 +100,7 @@ class HomeController extends Controller
         $diff          = $start->diffInDays($end, true) + 1;
 
         if ($diff > 366) {
-            $request->session()->flash('warning', (string)trans('firefly.warning_much_data', ['days' => (int)$diff]));
+            $request->session()->flash('warning', (string) trans('firefly.warning_much_data', ['days' => (int) $diff]));
         }
 
         $request->session()->put('is_custom_range', $isCustomRange);
@@ -128,10 +128,10 @@ class HomeController extends Controller
             return redirect(route('new-user.index'));
         }
 
-        if ('v1' === (string)config('view.layout')) {
+        if ('v1' === (string) config('view.layout')) {
             return $this->indexV1($repository);
         }
-        if ('v2' === (string)config('view.layout')) {
+        if ('v2' === (string) config('view.layout')) {
             return $this->indexV2();
         }
 
@@ -141,8 +141,9 @@ class HomeController extends Controller
     private function indexV1(AccountRepositoryInterface $repository): mixed
     {
         $types          = config('firefly.accountTypesByIdentifier.asset');
+        $pageTitle      = (string) trans('firefly.main_dashboard_page_title');
         $count          = $repository->count($types);
-        $subTitle       = (string)trans('firefly.welcome_back');
+        $subTitle       = (string) trans('firefly.welcome_back');
         $transactions   = [];
         $frontpage      = app('preferences')->getFresh('frontpageAccounts', $repository->getAccountsByType([AccountType::ASSET])->pluck('id')->toArray());
         $frontpageArray = $frontpage->data;
@@ -177,20 +178,21 @@ class HomeController extends Controller
         $user           = auth()->user();
         event(new RequestedVersionCheckStatus($user));
 
-        return view('index', compact('count', 'subTitle', 'transactions', 'billCount', 'start', 'end', 'today'));
+        return view('index', compact('count', 'subTitle', 'transactions', 'billCount', 'start', 'end', 'today', 'pageTitle'));
     }
 
     private function indexV2(): mixed
     {
-        $subTitle = (string)trans('firefly.welcome_back');
+        $subTitle  = (string) trans('firefly.welcome_back');
+        $pageTitle = (string) trans('firefly.main_dashboard_page_title');
 
-        $start    = session('start', today(config('app.timezone'))->startOfMonth());
-        $end      = session('end', today(config('app.timezone'))->endOfMonth());
+        $start     = session('start', today(config('app.timezone'))->startOfMonth());
+        $end       = session('end', today(config('app.timezone'))->endOfMonth());
 
         /** @var User $user */
-        $user     = auth()->user();
+        $user      = auth()->user();
         event(new RequestedVersionCheckStatus($user));
 
-        return view('index', compact('subTitle', 'start', 'end'));
+        return view('index', compact('subTitle', 'start', 'end', 'pageTitle'));
     }
 }

app/Http/Controllers/PreferencesController.php

@@ -120,7 +120,7 @@ class PreferencesController extends Controller
         // list of locales also has "equal" which makes it equal to whatever the language is.
 
         try {
-            $locales = json_decode((string)file_get_contents(resource_path(sprintf('lang/%s/locales.json', $language))), true, 512, JSON_THROW_ON_ERROR);
+            $locales = json_decode((string)file_get_contents(resource_path(sprintf('locales/%s/locales.json', $language))), true, 512, JSON_THROW_ON_ERROR);
         } catch (\JsonException $e) {
             app('log')->error($e->getMessage());
             $locales = [];

app/Http/Controllers/Transaction/ConvertController.php

@@ -23,7 +23,6 @@ declare(strict_types=1);
 
 namespace FireflyIII\Http\Controllers\Transaction;
 
-use Exception;
 use FireflyIII\Events\UpdatedTransactionGroup;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Http\Controllers\Controller;
@@ -65,7 +64,7 @@ class ConvertController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->accountRepository = app(AccountRepositoryInterface::class);
-                app('view')->share('title', (string)trans('firefly.transactions'));
+                app('view')->share('title', (string) trans('firefly.transactions'));
                 app('view')->share('mainTitleIcon', 'fa-exchange');
 
                 return $next($request);
@@ -95,7 +94,7 @@ class ConvertController extends Controller
 
         $groupTitle           = $group->title ?? $first->description;
         $groupArray           = $transformer->transformObject($group);
-        $subTitle             = (string)trans('firefly.convert_to_'.$destinationType->type, ['description' => $groupTitle]);
+        $subTitle             = (string) trans('firefly.convert_to_'.$destinationType->type, ['description' => $groupTitle]);
         $subTitleIcon         = 'fa-exchange';
 
         // get a list of asset accounts and liabilities and stuff, in various combinations:
@@ -111,7 +110,7 @@ class ConvertController extends Controller
 
         if ($sourceType->type === $destinationType->type) { // cannot convert to its own type.
             app('log')->debug('This is already a transaction of the expected type..');
-            session()->flash('info', (string)trans('firefly.convert_is_already_type_'.$destinationType->type));
+            session()->flash('info', (string) trans('firefly.convert_is_already_type_'.$destinationType->type));
 
             return redirect(route('transactions.show', [$group->id]));
         }
@@ -147,7 +146,7 @@ class ConvertController extends Controller
         // group accounts:
         /** @var Account $account */
         foreach ($accountList as $account) {
-            $role                        = (string)$this->accountRepository->getMetaValue($account, 'account_role');
+            $role                        = (string) $this->accountRepository->getMetaValue($account, 'account_role');
             $name                        = $account->name;
             if ('' === $role) {
                 $role = 'no_account_type';
@@ -165,7 +164,7 @@ class ConvertController extends Controller
                 $role = 'revenue_account';
             }
 
-            $key                         = (string)trans('firefly.opt_group_'.$role);
+            $key                         = (string) trans('firefly.opt_group_'.$role);
             $grouped[$key][$account->id] = $name;
         }
 
@@ -184,7 +183,7 @@ class ConvertController extends Controller
         // group accounts:
         /** @var Account $account */
         foreach ($accountList as $account) {
-            $role                        = (string)$this->accountRepository->getMetaValue($account, 'account_role');
+            $role                        = (string) $this->accountRepository->getMetaValue($account, 'account_role');
             $name                        = $account->name;
             if ('' === $role) {
                 $role = 'no_account_type';
@@ -202,7 +201,7 @@ class ConvertController extends Controller
                 $role = 'expense_account';
             }
 
-            $key                         = (string)trans('firefly.opt_group_'.$role);
+            $key                         = (string) trans('firefly.opt_group_'.$role);
             $grouped[$key][$account->id] = $name;
         }
 
@@ -225,7 +224,7 @@ class ConvertController extends Controller
             $balance                     = app('steam')->balance($account, today());
             $currency                    = $this->accountRepository->getAccountCurrency($account) ?? $defaultCurrency;
             $role                        = 'l_'.$account->accountType->type;
-            $key                         = (string)trans('firefly.opt_group_'.$role);
+            $key                         = (string) trans('firefly.opt_group_'.$role);
             $grouped[$key][$account->id] = $account->name.' ('.app('amount')->formatAnything($currency, $balance, false).')';
         }
 
@@ -247,12 +246,12 @@ class ConvertController extends Controller
         foreach ($accountList as $account) {
             $balance                     = app('steam')->balance($account, today());
             $currency                    = $this->accountRepository->getAccountCurrency($account) ?? $defaultCurrency;
-            $role                        = (string)$this->accountRepository->getMetaValue($account, 'account_role');
+            $role                        = (string) $this->accountRepository->getMetaValue($account, 'account_role');
             if ('' === $role) {
                 $role = 'no_account_type';
             }
 
-            $key                         = (string)trans('firefly.opt_group_'.$role);
+            $key                         = (string) trans('firefly.opt_group_'.$role);
             $grouped[$key][$account->id] = $account->name.' ('.app('amount')->formatAnything($currency, $balance, false).')';
         }
 
@@ -285,7 +284,7 @@ class ConvertController extends Controller
         // correct transfers:
         $group->refresh();
 
-        session()->flash('success', (string)trans('firefly.converted_to_'.$destinationType->type));
+        session()->flash('success', (string) trans('firefly.converted_to_'.$destinationType->type));
         event(new UpdatedTransactionGroup($group, true, true));
 
         return redirect(route('transactions.show', [$group->id]));
@@ -306,11 +305,11 @@ class ConvertController extends Controller
         $destinationId    = $data['destination_id'][$journal->id] ?? null;
         $destinationName  = $data['destination_name'][$journal->id] ?? null;
 
-        // double check its not an empty string.
-        $sourceId         = '' === $sourceId || null === $sourceId ? null : (int)$sourceId;
-        $sourceName       = '' === $sourceName ? null : (string)$sourceName;
-        $destinationId    = '' === $destinationId || null === $destinationId ? null : (int)$destinationId;
-        $destinationName  = '' === $destinationName ? null : (string)$destinationName;
+        // double check it's not an empty string.
+        $sourceId         = '' === $sourceId || null === $sourceId ? null : (int) $sourceId;
+        $sourceName       = '' === $sourceName ? null : (string) $sourceName;
+        $destinationId    = '' === $destinationId || null === $destinationId ? null : (int) $destinationId;
+        $destinationName  = '' === $destinationName ? null : (string) $destinationName;
         $validSource      = $validator->validateSource(['id' => $sourceId, 'name' => $sourceName]);
         $validDestination = $validator->validateDestination(['id' => $destinationId, 'name' => $destinationName]);
 
@@ -331,6 +330,19 @@ class ConvertController extends Controller
             'type'             => $transactionType->type,
         ];
 
+        // also set the currency to the currency of the source account, in case you're converting a deposit into a transfer.
+        if (TransactionType::TRANSFER === $transactionType->type && TransactionType::DEPOSIT === $journal->transactionType->type) {
+            $source         = $this->accountRepository->find((int) $sourceId);
+            $sourceCurrency = $this->accountRepository->getAccountCurrency($source);
+            $dest           = $this->accountRepository->find((int) $destinationId);
+            $destCurrency   = $this->accountRepository->getAccountCurrency($dest);
+            if (null !== $sourceCurrency && null !== $destCurrency && $sourceCurrency->code !== $destCurrency->code) {
+                $update['currency_id']         = $sourceCurrency->id;
+                $update['foreign_currency_id'] = $destCurrency->id;
+                $update['foreign_amount']      = '1'; // not the best solution but at this point the amount is hard to get.
+            }
+        }
+
         /** @var JournalUpdateService $service */
         $service          = app(JournalUpdateService::class);
         $service->setTransactionJournal($journal);

app/Http/Middleware/VerifyCsrfToken.php

@@ -28,4 +28,9 @@ use Illuminate\Foundation\Http\Middleware\VerifyCsrfToken as Middleware;
 /**
  * Class VerifyCsrfToken.
  */
-class VerifyCsrfToken extends Middleware {}
+class VerifyCsrfToken extends Middleware
+{
+    protected $except = [
+        'oauth/token',
+    ];
+}

app/Http/Requests/AccountFormRequest.php

@@ -57,7 +57,7 @@ class AccountFormRequest extends FormRequest
             'account_type_name'       => $this->convertString('objectType'),
             'currency_id'             => $this->convertInteger('currency_id'),
             'virtual_balance'         => $this->convertString('virtual_balance'),
-            'iban'                    => $this->convertString('iban'),
+            'iban'                    => $this->convertIban('iban'),
             'BIC'                     => $this->convertString('BIC'),
             'account_number'          => $this->convertString('account_number'),
             'account_role'            => $this->convertString('account_role'),

app/Jobs/DownloadExchangeRates.php

@@ -29,6 +29,7 @@ use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
 use FireflyIII\Repositories\User\UserRepositoryInterface;
 use GuzzleHttp\Client;
+use GuzzleHttp\Exception\ConnectException;
 use GuzzleHttp\Exception\GuzzleException;
 use GuzzleHttp\Exception\RequestException;
 use Illuminate\Bus\Queueable;
@@ -100,7 +101,7 @@ class DownloadExchangeRates implements ShouldQueue
 
         try {
             $res = $client->get($url);
-        } catch (RequestException $e) {
+        } catch (ConnectException|RequestException $e) {
             app('log')->warning(sprintf('Trying to grab "%s" resulted in error "%d".', $url, $e->getMessage()));
 
             return;

app/JsonApi/Rules/IsValidFilter.php

@@ -0,0 +1,53 @@
+<?php
+/*
+ * IsValidFilter.php
+ * Copyright (c) 2024 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\JsonApi\Rules;
+
+use Illuminate\Contracts\Validation\ValidationRule;
+
+class IsValidFilter implements ValidationRule
+{
+    private array $allowed;
+
+    public function __construct(array $keys)
+    {
+        $this->allowed   = $keys;
+        $this->allowed[] = 'user_group_id';
+    }
+
+    #[\Override]
+    public function validate(string $attribute, mixed $value, \Closure $fail): void
+    {
+        if ('filter' !== $attribute) {
+            $fail('validation.bad_api_filter')->translate();
+        }
+        if (!is_array($value)) {
+            $value = explode(',', $value);
+        }
+        foreach ($value as $key => $val) {
+            if (!in_array($key, $this->allowed, true)) {
+                $fail('validation.bad_api_filter')->translate(['filter' => $key]);
+            }
+        }
+    }
+}

app/JsonApi/Rules/IsValidPage.php

@@ -0,0 +1,52 @@
+<?php
+/*
+ * IsValidFilter.php
+ * Copyright (c) 2024 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\JsonApi\Rules;
+
+use Illuminate\Contracts\Validation\ValidationRule;
+
+class IsValidPage implements ValidationRule
+{
+    private array $allowed;
+
+    public function __construct(array $keys)
+    {
+        $this->allowed = $keys;
+    }
+
+    #[\Override]
+    public function validate(string $attribute, mixed $value, \Closure $fail): void
+    {
+        if ('page' !== $attribute) {
+            $fail('validation.bad_api_filter')->translate();
+        }
+        if (!is_array($value)) {
+            $value = explode(',', $value);
+        }
+        foreach ($value as $key => $val) {
+            if (!in_array($key, $this->allowed, true)) {
+                $fail('validation.bad_api_page')->translate();
+            }
+        }
+    }
+}

app/JsonApi/V3/AccountBalances/AccountBalanceRepository.php

@@ -0,0 +1,45 @@
+<?php
+/*
+ * AccountBalanceRepository.php
+ * Copyright (c) 2024 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\JsonApi\V3\AccountBalances;
+
+use FireflyIII\Entities\AccountBalance;
+use LaravelJsonApi\Contracts\Store\QueriesAll;
+use LaravelJsonApi\NonEloquent\AbstractRepository;
+
+class AccountBalanceRepository extends AbstractRepository implements QueriesAll
+{
+    #[\Override]
+    public function find(string $resourceId): ?object
+    {
+        return AccountBalance::fromArray();
+    }
+
+    public function queryAll(): Capabilities\AccountBalanceQuery
+    {
+        return Capabilities\AccountBalanceQuery::make()
+            ->withServer($this->server)
+            ->withSchema($this->schema)
+        ;
+    }
+}

app/JsonApi/V3/AccountBalances/AccountBalanceResource.php

@@ -0,0 +1,44 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\JsonApi\V3\AccountBalances;
+
+use Illuminate\Http\Request;
+use LaravelJsonApi\Core\Resources\JsonApiResource;
+
+class AccountBalanceResource extends JsonApiResource
+{
+    /**
+     * Get the resource id.
+     */
+    public function id(): string
+    {
+        return $this->resource->id;
+    }
+
+    /**
+     * Get the resource's attributes.
+     *
+     * @param null|Request $request
+     */
+    public function attributes($request): iterable
+    {
+        return [
+            'name'   => $this->resource->amount,
+            'amount' => $this->resource->amount,
+        ];
+    }
+
+    /**
+     * Get the resource's relationships.
+     *
+     * @param null|Request $request
+     */
+    public function relationships($request): iterable
+    {
+        return [
+            $this->relation('account')->withData($this->resource->getAccount()),
+        ];
+    }
+}

app/JsonApi/V3/AccountBalances/AccountBalanceSchema.php

@@ -0,0 +1,50 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\JsonApi\V3\AccountBalances;
+
+use FireflyIII\Entities\AccountBalance;
+use LaravelJsonApi\Core\Schema\Schema;
+use LaravelJsonApi\Eloquent\Fields\Relations\HasOne;
+use LaravelJsonApi\NonEloquent\Fields\Attribute;
+use LaravelJsonApi\NonEloquent\Fields\ID;
+
+class AccountBalanceSchema extends Schema
+{
+    /**
+     * The model the schema corresponds to.
+     */
+    public static string $model = AccountBalance::class;
+
+    /**
+     * Get the resource fields.
+     */
+    public function fields(): array
+    {
+        return [
+            ID::make(),
+            Attribute::make('name'),
+            Attribute::make('amount'),
+            HasOne::make('account'),
+        ];
+    }
+
+    /**
+     * Get the resource filters.
+     */
+    public function filters(): array
+    {
+        return [
+            // Filter::make('id'),
+        ];
+    }
+
+    public function repository(): AccountBalanceRepository
+    {
+        return AccountBalanceRepository::make()
+            ->withServer($this->server)
+            ->withSchema($this)
+        ;
+    }
+}

app/JsonApi/V3/AccountBalances/Capabilities/AccountBalanceQuery.php

@@ -0,0 +1,58 @@
+<?php
+/*
+ * AccountBalanceQuery.php
+ * Copyright (c) 2024 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\JsonApi\V3\AccountBalances\Capabilities;
+
+use FireflyIII\Entities\AccountBalance;
+use FireflyIII\Models\Account;
+use LaravelJsonApi\NonEloquent\Capabilities\QueryAll;
+
+class AccountBalanceQuery extends QueryAll
+{
+    private Account $account;
+
+    /**
+     * QuerySites constructor.
+     */
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    public function get(): iterable
+    {
+        return [
+            AccountBalance::fromArray(),
+            AccountBalance::fromArray(),
+            AccountBalance::fromArray(),
+            AccountBalance::fromArray(),
+        ];
+    }
+
+    public function withAccount(Account $account): self
+    {
+        $this->account = $account;
+
+        return $this;
+    }
+}

app/JsonApi/V3/Accounts/AccountRepository.php

@@ -0,0 +1,53 @@
+<?php
+/*
+ * AccountRepository.php
+ * Copyright (c) 2024 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\JsonApi\V3\Accounts;
+
+use FireflyIII\Models\Account;
+use FireflyIII\Support\JsonApi\Concerns\UsergroupAware;
+use LaravelJsonApi\Contracts\Store\QueriesAll;
+use LaravelJsonApi\NonEloquent\AbstractRepository;
+
+class AccountRepository extends AbstractRepository implements QueriesAll
+{
+    use UsergroupAware;
+
+    /**
+     * SiteRepository constructor.
+     */
+    public function __construct() {}
+
+    public function find(string $resourceId): ?object
+    {
+        return Account::find((int) $resourceId);
+    }
+
+    public function queryAll(): Capabilities\AccountQuery
+    {
+        return Capabilities\AccountQuery::make()
+            ->withUserGroup($this->userGroup)
+            ->withServer($this->server)
+            ->withSchema($this->schema)
+        ;
+    }
+}

app/JsonApi/V3/Accounts/AccountResource.php

@@ -0,0 +1,129 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\JsonApi\V3\Accounts;
+
+use FireflyIII\Models\Account;
+use Illuminate\Http\Request;
+use LaravelJsonApi\Core\Resources\JsonApiResource;
+
+/**
+ * @property Account $resource
+ */
+class AccountResource extends JsonApiResource
+{
+    /**
+     * Get the resource's attributes.
+     *
+     * @param null|Request $request
+     */
+    public function attributes($request): iterable
+    {
+        return [
+            'created_at'      => $this->resource->created_at,
+            'updated_at'      => $this->resource->updated_at,
+            'name'            => $this->resource->name,
+            'iban'            => '' === $this->resource->iban ? null : $this->resource->iban,
+            'active'          => $this->resource->active,
+            'last_activity'   => $this->resource->last_activity,
+            'type'            => $this->resource->type,
+            'account_role'    => $this->resource->account_role,
+
+            //            'virtual_balance' => $this->resource->virtual_balance,
+            //            'native_balance'  => $this->resource->native_balance,
+            // 'user' => $this->resource->user_array,
+            //            'balances' => []
+            //
+            // currency
+            //            'currency_id'             => $this->resource->currency_id,
+            //            'currency_code'           => $this->resource->currency_code,
+            //            'currency_symbol'         => $this->resource->currency_symbol,
+            //            'currency_decimal_places' => $this->resource->currency_decimal_places,
+
+            // balance (in currency, on date)
+            //            'current_balance'         => $this->resource->current_balance,
+
+            //            'current_balance'         => app('steam')->bcround(app('steam')->balance($account, $date), $decimalPlaces),
+            //            'current_balance_date'    => $date->toAtomString(),
+            //            'notes'                   => $this->repository->getNoteText($account),
+            //            'monthly_payment_date'    => $monthlyPaymentDate,
+            //            'credit_card_type'        => $creditCardType,
+            //            'account_number'          => $this->repository->getMetaValue($account, 'account_number'),
+            //            'bic'                     => $this->repository->getMetaValue($account, 'BIC'),
+            //            'opening_balance'         => $openingBalance,
+            //            'opening_balance_date'    => $openingBalanceDate,
+            //            'liability_type'          => $liabilityType,
+            //            'liability_direction'     => $liabilityDirection,
+            //            'interest'                => $interest,
+            //            'interest_period'         => $interestPeriod,
+            //            'current_debt'            => $this->repository->getMetaValue($account, 'current_debt'),
+            //            'include_net_worth'       => $includeNetWorth,
+            //            'longitude'               => $longitude,
+            //            'latitude'                => $latitude,
+            //            'zoom_level'              => $zoomLevel,
+
+            //            'order'                          => $order,
+
+            //            'currency_id'                    => (string) $currency->id,
+            //            'currency_code'                  => $currency->code,
+            //            'currency_symbol'                => $currency->symbol,
+            //            'currency_decimal_places'        => $currency->decimal_places,
+            //
+            //            'native_currency_id'             => (string) $this->default->id,
+            //            'native_currency_code'           => $this->default->code,
+            //            'native_currency_symbol'         => $this->default->symbol,
+            //            'native_currency_decimal_places' => $this->default->decimal_places,
+            //
+            //            // balance:
+            //            'current_balance'                => $balance,
+            //            'native_current_balance'         => $nativeBalance,
+            //            'current_balance_date'           => $this->getDate()->endOfDay()->toAtomString(),
+            //
+            //            // balance difference
+            //            'balance_difference'             => $balanceDiff,
+            //            'native_balance_difference'      => $nativeBalanceDiff,
+            //            'balance_difference_start'       => $diffStart,
+            //            'balance_difference_end'         => $diffEnd,
+            //
+            //            // more meta
+            //            'last_activity'                  => array_key_exists($id, $this->lastActivity) ? $this->lastActivity[$id]->toAtomString() : null,
+            //
+            //            // liability stuff
+            //            'liability_type'                 => $liabilityType,
+            //            'liability_direction'            => $liabilityDirection,
+            //            'interest'                       => $interest,
+            //            'interest_period'                => $interestPeriod,
+            //            'current_debt'                   => $currentDebt,
+            //
+            //            // object group
+            //            'object_group_id'                => null !== $objectGroupId ? (string) $objectGroupId : null,
+            //            'object_group_order'             => $objectGroupOrder,
+            //            'object_group_title'             => $objectGroupTitle,
+            //            'notes'                   => $this->repository->getNoteText($account),
+            //            'monthly_payment_date'    => $monthlyPaymentDate,
+            //            'credit_card_type'        => $creditCardType,
+            //            'bic'                     => $this->repository->getMetaValue($account, 'BIC'),
+            //            'virtual_balance'         => number_format((float) $account->virtual_balance, $decimalPlaces, '.', ''),
+            //            'opening_balance'         => $openingBalance,
+            //            'opening_balance_date'    => $openingBalanceDate,
+            //            'include_net_worth'       => $includeNetWorth,
+            //            'longitude'               => $longitude,
+            //            'latitude'                => $latitude,
+            //            'zoom_level'              => $zoomLevel,
+        ];
+    }
+
+    /**
+     * Get the resource's relationships.
+     *
+     * @param null|Request $request
+     */
+    public function relationships($request): iterable
+    {
+        return [
+            $this->relation('user')->withData($this->resource->user),
+            $this->relation('account_balances')->withData($this->resource->balances),
+        ];
+    }
+}

app/JsonApi/V3/Accounts/AccountSchema.php

@@ -0,0 +1,64 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\JsonApi\V3\Accounts;
+
+use FireflyIII\Models\Account;
+use LaravelJsonApi\Eloquent\Contracts\Paginator;
+use LaravelJsonApi\Eloquent\Fields\Boolean;
+use LaravelJsonApi\Eloquent\Fields\DateTime;
+use LaravelJsonApi\Eloquent\Fields\ID;
+use LaravelJsonApi\Eloquent\Fields\Number;
+use LaravelJsonApi\Eloquent\Fields\Relations\HasMany;
+use LaravelJsonApi\Eloquent\Fields\Relations\HasOne;
+use LaravelJsonApi\Eloquent\Fields\Str;
+use LaravelJsonApi\Eloquent\Filters\WhereIdIn;
+use LaravelJsonApi\Eloquent\Pagination\PagePagination;
+use LaravelJsonApi\Eloquent\Schema;
+
+class AccountSchema extends Schema
+{
+    /**
+     * The model the schema corresponds to.
+     */
+    public static string $model = Account::class;
+
+    /**
+     * Get the resource fields.
+     */
+    public function fields(): array
+    {
+        return [
+            ID::make(),
+            DateTime::make('created_at')->sortable()->readOnly(),
+            DateTime::make('updated_at')->sortable()->readOnly(),
+            Str::make('name')->sortable(),
+            Str::make('account_type'),
+            Str::make('virtual_balance'),
+            Str::make('iban'),
+            Boolean::make('active'),
+            Number::make('order'),
+            HasOne::make('user'),
+            HasMany::make('account_balances'),
+        ];
+    }
+
+    /**
+     * Get the resource filters.
+     */
+    public function filters(): array
+    {
+        return [
+            WhereIdIn::make($this),
+        ];
+    }
+
+    /**
+     * Get the resource paginator.
+     */
+    public function pagination(): ?Paginator
+    {
+        return PagePagination::make();
+    }
+}

app/JsonApi/V3/Accounts/Capabilities/AccountQuery.php

@@ -0,0 +1,73 @@
+<?php
+/*
+ * AccountQuery.php
+ * Copyright (c) 2024 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\JsonApi\V3\Accounts\Capabilities;
+
+use FireflyIII\Support\JsonApi\Concerns\UsergroupAware;
+use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
+use FireflyIII\Support\JsonApi\ExpandsQuery;
+use FireflyIII\Support\JsonApi\FiltersPagination;
+use FireflyIII\Support\JsonApi\SortsCollection;
+use FireflyIII\Support\JsonApi\ValidateSortParameters;
+use LaravelJsonApi\Contracts\Store\HasPagination;
+use LaravelJsonApi\NonEloquent\Capabilities\QueryAll;
+use LaravelJsonApi\NonEloquent\Concerns\PaginatesEnumerables;
+
+class AccountQuery extends QueryAll implements HasPagination
+{
+    use ExpandsQuery;
+    use FiltersPagination;
+    use PaginatesEnumerables;
+    use SortsCollection;
+    use UsergroupAware;
+    use ValidateSortParameters;
+
+    #[\Override]
+    public function get(): iterable
+    {
+        $filters    = $this->queryParameters->filter();
+        $sort       = $this->queryParameters->sortFields();
+        $pagination = $this->filtersPagination($this->queryParameters->page());
+        $needsAll   = $this->validateParams('account', $sort);
+        $query      = $this->userGroup->accounts();
+
+        if (!$needsAll) {
+            $query = $this->addPagination($query, $pagination);
+        }
+        $query      = $this->addSortParams($query, $sort);
+        $query      = $this->addFilterParams('account', $query, $filters);
+
+        $collection = $query->get(['accounts.*']);
+
+        // enrich data
+        $enrichment = new AccountEnrichment();
+        $collection = $enrichment->enrich($collection);
+
+        // add filters after the query
+
+        // add sort after the query
+        return $this->sortCollection($collection, $sort);
+        //        var_dump($filters->value('name'));
+        //        exit;
+    }
+}

app/JsonApi/V3/Server.php

@@ -0,0 +1,38 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\JsonApi\V3;
+
+use FireflyIII\JsonApi\V3\Accounts\AccountSchema;
+use FireflyIII\JsonApi\V3\AccountBalances\AccountBalanceSchema;
+use FireflyIII\JsonApi\V3\Users\UserSchema;
+use LaravelJsonApi\Core\Server\Server as BaseServer;
+
+class Server extends BaseServer
+{
+    /**
+     * The base URI namespace for this server.
+     */
+    protected string $baseUri = '/api/v3';
+
+    /**
+     * Bootstrap the server when it is handling an HTTP request.
+     */
+    public function serving(): void
+    {
+        // no-op
+    }
+
+    /**
+     * Get the server's list of schemas.
+     */
+    protected function allSchemas(): array
+    {
+        return [
+            AccountSchema::class,
+            UserSchema::class,
+            AccountBalanceSchema::class,
+        ];
+    }
+}

app/JsonApi/V3/Users/UserResource.php

@@ -0,0 +1,41 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\JsonApi\V3\Users;
+
+use FireflyIII\Models\User;
+use Illuminate\Http\Request;
+use LaravelJsonApi\Core\Resources\JsonApiResource;
+
+/**
+ * @property User $resource
+ */
+class UserResource extends JsonApiResource
+{
+    /**
+     * Get the resource's attributes.
+     *
+     * @param null|Request $request
+     */
+    public function attributes($request): iterable
+    {
+        return [
+            'created_at' => $this->resource->created_at,
+            'updated_at' => $this->resource->updated_at,
+            'email'      => $this->resource->email,
+        ];
+    }
+
+    /**
+     * Get the resource's relationships.
+     *
+     * @param null|Request $request
+     */
+    public function relationships($request): iterable
+    {
+        return [
+            // @TODO
+        ];
+    }
+}

app/JsonApi/V3/Users/UserSchema.php

@@ -0,0 +1,55 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\JsonApi\V3\Users;
+
+use FireflyIII\User;
+use LaravelJsonApi\Eloquent\Contracts\Paginator;
+use LaravelJsonApi\Eloquent\Fields\DateTime;
+use LaravelJsonApi\Eloquent\Fields\ID;
+use LaravelJsonApi\Eloquent\Fields\Relations\HasMany;
+use LaravelJsonApi\Eloquent\Fields\Str;
+use LaravelJsonApi\Eloquent\Filters\WhereIdIn;
+use LaravelJsonApi\Eloquent\Pagination\PagePagination;
+use LaravelJsonApi\Eloquent\Schema;
+
+class UserSchema extends Schema
+{
+    /**
+     * The model the schema corresponds to.
+     */
+    public static string $model = User::class;
+
+    /**
+     * Get the resource fields.
+     */
+    public function fields(): array
+    {
+        return [
+            ID::make(),
+            DateTime::make('created_at')->sortable()->readOnly(),
+            DateTime::make('updated_at')->sortable()->readOnly(),
+            Str::make('email'),
+            HasMany::make('accounts'),
+        ];
+    }
+
+    /**
+     * Get the resource filters.
+     */
+    public function filters(): array
+    {
+        return [
+            WhereIdIn::make($this),
+        ];
+    }
+
+    /**
+     * Get the resource paginator.
+     */
+    public function pagination(): ?Paginator
+    {
+        return PagePagination::make();
+    }
+}

app/Models/Account.php

@@ -193,6 +193,11 @@ class Account extends Model
         return $this->hasMany(AccountMeta::class);
     }
 
+    public function accountBalances(): HasMany
+    {
+        return $this->hasMany(AccountBalance::class);
+    }
+
     public function getEditNameAttribute(): string
     {
         $name = $this->name;

app/Models/AccountBalance.php

@@ -0,0 +1,25 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\Models;
+
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+class AccountBalance extends Model
+{
+    use HasFactory;
+    protected $fillable = ['account_id', 'title', 'transaction_currency_id', 'balance'];
+
+    public function account(): BelongsTo
+    {
+        return $this->belongsTo(Account::class);
+    }
+
+    public function transactionCurrency(): BelongsTo
+    {
+        return $this->belongsTo(TransactionCurrency::class);
+    }
+}

app/Policies/AccountBalancePolicy.php

@@ -1,8 +1,7 @@
 <?php
-
-/**
- * auth.php
- * Copyright (c) 2019 james@firefly-iii.org
+/*
+ * AccountPolicy.php
+ * Copyright (c) 2024 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -17,23 +16,33 @@
  * 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/>.
- */
-
-/*
- * PLEASE DO NOT EDIT THIS FILE DIRECTLY.
- * YOUR CHANGES WILL BE OVERWRITTEN!
- * YOUR PR WITH CHANGES TO THIS FILE WILL BE REJECTED!
- *
- * GO TO CROWDIN TO FIX OR CHANGE TRANSLATIONS!
- *
- * https://crowdin.com/project/firefly-iii
- *
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
  */
 
 declare(strict_types=1);
 
-return [
-    'failed'   => 'These credentials do not match our records.',
-    'throttle' => 'Too many login attempts. Please try again in :seconds seconds.',
-];
+namespace FireflyIII\Policies;
+
+use FireflyIII\Entities\AccountBalance;
+use FireflyIII\User;
+
+class AccountBalancePolicy
+{
+    /**
+     * TODO needs better authentication.
+     */
+    public function view(User $user, AccountBalance $accountBalance): bool
+    {
+        return true;
+    }
+
+    /**
+     * Everybody can do this, but selection should limit to user.
+     *
+     * @return true
+     */
+    public function viewAny(): bool
+    {
+        return true;
+    }
+}

app/Policies/AccountPolicy.php

@@ -0,0 +1,67 @@
+<?php
+/*
+ * AccountPolicy.php
+ * Copyright (c) 2024 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\Policies;
+
+use FireflyIII\Models\Account;
+use FireflyIII\User;
+
+class AccountPolicy
+{
+    /**
+     * TODO needs better authentication.
+     */
+    public function view(User $user, Account $account): bool
+    {
+        return true;
+
+        return auth()->check() && $user->id === $account->user_id;
+    }
+
+    /**
+     * Everybody can do this, but selection should limit to user.
+     *
+     * @return true
+     */
+    public function viewAny(): bool
+    {
+        return true;
+
+        return auth()->check();
+    }
+
+    /**
+     * Everybody can do this, but selection should limit to user.
+     *
+     * @return true
+     */
+    public function viewUser(User $user, Account $account): bool
+    {
+        return $this->view($user, $account);
+    }
+
+    public function viewAccountBalances(User $user, Account $account): bool
+    {
+        return $this->view($user, $account);
+    }
+}

app/Policies/BalancePolicy.php

@@ -1,8 +1,7 @@
 <?php
-
-/**
- * components.php
- * Copyright (c) 2019 james@firefly-iii.org
+/*
+ * BalancePolicy.php
+ * Copyright (c) 2024 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -17,21 +16,33 @@
  * 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/>.
- */
-
-/*
- * PLEASE DO NOT EDIT THIS FILE DIRECTLY.
- * YOUR CHANGES WILL BE OVERWRITTEN!
- * YOUR PR WITH CHANGES TO THIS FILE WILL BE REJECTED!
- *
- * GO TO CROWDIN TO FIX OR CHANGE TRANSLATIONS!
- *
- * https://crowdin.com/project/firefly-iii
- *
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
  */
 
 declare(strict_types=1);
 
-return [
-];
+namespace FireflyIII\Policies;
+
+use FireflyIII\Models\Account;
+use FireflyIII\User;
+
+class BalancePolicy
+{
+    /**
+     * TODO needs better authentication.
+     */
+    public function view(User $user, Account $account): bool
+    {
+        return auth()->check() && $user->id === $account->user_id;
+    }
+
+    /**
+     * Everybody can do this, but selection should limit to user.
+     *
+     * @return true
+     */
+    public function viewAny(): bool
+    {
+        return auth()->check();
+    }
+}

app/Policies/UserPolicy.php

@@ -0,0 +1,58 @@
+<?php
+/*
+ * UserPolicy.php
+ * Copyright (c) 2024 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\Policies;
+
+use FireflyIII\User;
+
+class UserPolicy
+{
+    /**
+     * TODO needs better authentication.
+     */
+    public function view(User $user, User $user1): bool
+    {
+        return true;
+
+        return auth()->check() && $user->id === $account->user_id;
+    }
+
+    /**
+     * Everybody can do this, but selection should limit to user.
+     *
+     * @return true
+     */
+    public function viewAny(): bool
+    {
+        return true;
+
+        return auth()->check();
+    }
+
+    public function viewAccounts(User $user): bool
+    {
+        return true;
+
+        return auth()->check();
+    }
+}

app/Providers/AppServiceProvider.php

@@ -28,6 +28,7 @@ use Illuminate\Support\Facades\Response;
 use Illuminate\Support\Facades\Route;
 use Illuminate\Support\Facades\Schema;
 use Illuminate\Support\ServiceProvider;
+use Laravel\Passport\Passport;
 
 /**
  * Class AppServiceProvider
@@ -87,6 +88,7 @@ class AppServiceProvider extends ServiceProvider
      */
     public function register(): void
     {
+        Passport::ignoreRoutes();
         //        Passport::ignoreMigrations();
         //        Sanctum::ignoreMigrations();
     }

app/Repositories/Account/AccountRepository.php

@@ -37,6 +37,7 @@ use FireflyIII\Models\TransactionJournal;
 use FireflyIII\Models\TransactionType;
 use FireflyIII\Services\Internal\Destroy\AccountDestroyService;
 use FireflyIII\Services\Internal\Update\AccountUpdateService;
+use FireflyIII\Support\Facades\Steam;
 use FireflyIII\User;
 use Illuminate\Contracts\Auth\Authenticatable;
 use Illuminate\Database\Eloquent\Builder as EloquentBuilder;
@@ -123,6 +124,7 @@ class AccountRepository implements AccountRepositoryInterface
 
     public function findByIbanNull(string $iban, array $types): ?Account
     {
+        $iban  = Steam::filterSpaces($iban);
         $query = $this->user->accounts()->where('iban', '!=', '')->whereNotNull('iban');
 
         if (0 !== count($types)) {

app/Repositories/Attachment/AttachmentRepository.php

@@ -146,7 +146,7 @@ class AttachmentRepository implements AttachmentRepositoryInterface
         // should be validated already:
         if (array_key_exists('attachable_type', $data) && array_key_exists('attachable_id', $data)) {
             $attachment->attachable_id   = (int)$data['attachable_id'];
-            $attachment->attachable_type = sprintf('FireflyIII\\Models\\%s', $data['attachable_type']);
+            $attachment->attachable_type = sprintf('FireflyIII\Models\%s', $data['attachable_type']);
         }
 
         $attachment->save();

app/Repositories/Rule/RuleRepository.php

@@ -150,7 +150,6 @@ class RuleRepository implements RuleRepositoryInterface
                 $params[] = sprintf('%s:true', OperatorQuerySearch::getRootOperator($trigger->trigger_type));
             }
             if (true === $needsContext) {
-                var_dump('x');
                 $params[] = sprintf('%s:"%s"', OperatorQuerySearch::getRootOperator($trigger->trigger_type), $trigger->trigger_value);
             }
         }

app/Repositories/UserGroups/Account/AccountRepository.php

@@ -31,6 +31,7 @@ use FireflyIII\Models\ObjectGroup;
 use FireflyIII\Models\Transaction;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Services\Internal\Update\AccountUpdateService;
+use FireflyIII\Support\Facades\Steam;
 use FireflyIII\Support\Repositories\UserGroup\UserGroupTrait;
 use Illuminate\Database\Eloquent\Builder as EloquentBuilder;
 use Illuminate\Support\Collection;
@@ -80,6 +81,7 @@ class AccountRepository implements AccountRepositoryInterface
 
     public function findByIbanNull(string $iban, array $types): ?Account
     {
+        $iban  = Steam::filterSpaces($iban);
         $query = $this->userGroup->accounts()->where('iban', '!=', '')->whereNotNull('iban');
 
         if (0 !== count($types)) {
@@ -290,7 +292,7 @@ class AccountRepository implements AccountRepositoryInterface
         return $query->get(['accounts.*']);
     }
 
-    public function searchAccount(string $query, array $types, int $limit): Collection
+    public function searchAccount(array $query, array $types, int $limit): Collection
     {
         // search by group, not by user
         $dbQuery = $this->userGroup->accounts()
@@ -300,13 +302,17 @@ class AccountRepository implements AccountRepositoryInterface
             ->orderBy('accounts.name', 'ASC')
             ->with(['accountType'])
         ;
-        if ('' !== $query) {
+        if (count($query) > 0) {
             // split query on spaces just in case:
-            $parts = explode(' ', $query);
-            foreach ($parts as $part) {
-                $search = sprintf('%%%s%%', $part);
-                $dbQuery->where('name', 'LIKE', $search);
-            }
+            $dbQuery->where(function (EloquentBuilder $q) use ($query): void {
+                foreach ($query as $line) {
+                    $parts = explode(' ', $line);
+                    foreach ($parts as $part) {
+                        $search = sprintf('%%%s%%', $part);
+                        $q->orWhere('name', 'LIKE', $search);
+                    }
+                }
+            });
         }
         if (0 !== count($types)) {
             $dbQuery->leftJoin('account_types', 'accounts.account_type_id', '=', 'account_types.id');
@@ -384,4 +390,10 @@ class AccountRepository implements AccountRepositoryInterface
 
         return $return;
     }
+
+    #[\Override]
+    public function getAccountBalances(Account $account): Collection
+    {
+        return $account->accountBalances;
+    }
 }

app/Repositories/UserGroups/Account/AccountRepositoryInterface.php

@@ -53,6 +53,8 @@ interface AccountRepositoryInterface
 
     public function getAccountCurrency(Account $account): ?TransactionCurrency;
 
+    public function getAccountBalances(Account $account): Collection;
+
     public function getAccountsById(array $accountIds): Collection;
 
     public function getAccountsByType(array $types, ?array $sort = [], ?array $filters = []): Collection;
@@ -78,7 +80,7 @@ interface AccountRepositoryInterface
      */
     public function resetAccountOrder(): void;
 
-    public function searchAccount(string $query, array $types, int $limit): Collection;
+    public function searchAccount(array $query, array $types, int $limit): Collection;
 
     public function setUser(User $user): void;
 

app/Repositories/UserGroups/Category/CategoryRepository.php

@@ -24,17 +24,27 @@ declare(strict_types=1);
 namespace FireflyIII\Repositories\UserGroups\Category;
 
 use FireflyIII\Support\Repositories\UserGroup\UserGroupTrait;
+use Illuminate\Database\Eloquent\Builder as EloquentBuilder;
 use Illuminate\Support\Collection;
 
 class CategoryRepository implements CategoryRepositoryInterface
 {
     use UserGroupTrait;
 
-    public function searchCategory(string $query, int $limit): Collection
+    public function searchCategory(array $query, int $limit): Collection
     {
         $search = $this->userGroup->categories();
-        if ('' !== $query) {
-            $search->where('name', 'LIKE', sprintf('%%%s%%', $query));
+        if (count($query) > 0) {
+            // split query on spaces just in case:
+            $search->where(function (EloquentBuilder $q) use ($query): void {
+                foreach ($query as $line) {
+                    $parts = explode(' ', $line);
+                    foreach ($parts as $part) {
+                        $search = sprintf('%%%s%%', $part);
+                        $q->orWhere('name', 'LIKE', $search);
+                    }
+                }
+            });
         }
 
         return $search->take($limit)->get();

app/Repositories/UserGroups/Category/CategoryRepositoryInterface.php

@@ -30,5 +30,5 @@ interface CategoryRepositoryInterface
     /**
      * Search for a category using wild cards. Uses the database, so case sensitive.
      */
-    public function searchCategory(string $query, int $limit): Collection;
+    public function searchCategory(array $query, int $limit): Collection;
 }

app/Repositories/UserGroups/Journal/JournalRepository.php

@@ -24,6 +24,7 @@ declare(strict_types=1);
 namespace FireflyIII\Repositories\UserGroups\Journal;
 
 use FireflyIII\Support\Repositories\UserGroup\UserGroupTrait;
+use Illuminate\Database\Eloquent\Builder as EloquentBuilder;
 use Illuminate\Support\Collection;
 
 /**
@@ -33,15 +34,24 @@ class JournalRepository implements JournalRepositoryInterface
 {
     use UserGroupTrait;
 
-    public function searchJournalDescriptions(string $search, int $limit): Collection
+    public function searchJournalDescriptions(array $query, int $limit): Collection
     {
-        $query = $this->userGroup->transactionJournals()
+        $search = $this->userGroup->transactionJournals()
             ->orderBy('date', 'DESC')
         ;
-        if ('' !== $search) {
-            $query->where('description', 'LIKE', sprintf('%%%s%%', $search));
+        if (count($query) > 0) {
+            // split query on spaces just in case:
+            $search->where(function (EloquentBuilder $q) use ($query): void {
+                foreach ($query as $line) {
+                    $parts = explode(' ', $line);
+                    foreach ($parts as $part) {
+                        $search = sprintf('%%%s%%', $part);
+                        $q->orWhere('description', 'LIKE', $search);
+                    }
+                }
+            });
         }
 
-        return $query->take($limit)->get();
+        return $search->take($limit)->get();
     }
 }

app/Repositories/UserGroups/Journal/JournalRepositoryInterface.php

@@ -34,7 +34,7 @@ interface JournalRepositoryInterface
     /**
      * Search in journal descriptions.
      */
-    public function searchJournalDescriptions(string $search, int $limit): Collection;
+    public function searchJournalDescriptions(array $query, int $limit): Collection;
 
     public function setUser(User $user): void;
 }

app/Repositories/UserGroups/Tag/TagRepository.php

@@ -24,6 +24,7 @@ declare(strict_types=1);
 namespace FireflyIII\Repositories\UserGroups\Tag;
 
 use FireflyIII\Support\Repositories\UserGroup\UserGroupTrait;
+use Illuminate\Database\Eloquent\Builder as EloquentBuilder;
 use Illuminate\Support\Collection;
 
 /**
@@ -33,11 +34,20 @@ class TagRepository implements TagRepositoryInterface
 {
     use UserGroupTrait;
 
-    public function searchTag(string $query, int $limit): Collection
+    public function searchTag(array $query, int $limit): Collection
     {
-        $search = $this->user->tags();
-        if ('' !== $query) {
-            $search->where('tag', 'LIKE', sprintf('%%%s%%', $query));
+        $search = $this->userGroup->tags();
+        if (count($query) > 0) {
+            // split query on spaces just in case:
+            $search->where(function (EloquentBuilder $q) use ($query): void {
+                foreach ($query as $line) {
+                    $parts = explode(' ', $line);
+                    foreach ($parts as $part) {
+                        $search = sprintf('%%%s%%', $part);
+                        $q->orWhere('tag', 'LIKE', $search);
+                    }
+                }
+            });
         }
 
         return $search->take($limit)->get(['tags.*']);

app/Repositories/UserGroups/Tag/TagRepositoryInterface.php

@@ -30,5 +30,5 @@ interface TagRepositoryInterface
     /**
      * Find one or more tags based on the query.
      */
-    public function searchTag(string $query, int $limit): Collection;
+    public function searchTag(array $query, int $limit): Collection;
 }

app/Rules/IsFilterValueIn.php

@@ -0,0 +1,60 @@
+<?php
+/*
+ * IsFilterValueIn.php
+ * Copyright (c) 2024 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\Rules;
+
+use Illuminate\Contracts\Validation\ValidationRule;
+
+class IsFilterValueIn implements ValidationRule
+{
+    private string $key;
+    private array $values;
+
+    public function __construct(string $key, array $values)
+    {
+        $this->key    = $key;
+        $this->values = $values;
+    }
+
+    /**
+     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     */
+    public function validate(string $attribute, mixed $value, \Closure $fail): void
+    {
+        if (!is_array($value)) {
+            return;
+        }
+        if (!array_key_exists($this->key, $value)) {
+            return;
+        }
+        $value = $value[$this->key] ?? null;
+
+        if (!is_string($value) && null !== $value) {
+            $fail('validation.filter_not_string')->translate(['filter' => $this->key]);
+        }
+        if (!in_array($value, $this->values, true)) {
+            $fail('validation.filter_must_be_in')->translate(['filter' => $this->key, 'values' => implode(', ', $this->values)]);
+        }
+        // $fail('validation.filter_not_string')->translate(['filter' => $this->key]);
+    }
+}

app/Rules/UniqueIban.php

@@ -25,6 +25,7 @@ namespace FireflyIII\Rules;
 
 use FireflyIII\Models\Account;
 use FireflyIII\Models\AccountType;
+use FireflyIII\Support\Facades\Steam;
 use Illuminate\Contracts\Validation\ValidationRule;
 
 /**
@@ -95,6 +96,9 @@ class UniqueIban implements ValidationRule
         $maxCounts = $this->getMaxOccurrences();
 
         foreach ($maxCounts as $type => $max) {
+            // make sure to trim the value of $value so all spaces are removed.
+            $value = Steam::filterSpaces($value);
+
             $count = $this->countHits($type, $value);
             app('log')->debug(sprintf('Count for "%s" and IBAN "%s" is %d', $type, $value, $count));
             if ($count > $max) {

app/Services/Internal/Support/CreditRecalculateService.php

@@ -216,7 +216,6 @@ class CreditRecalculateService
             app('log')->debug(sprintf('Destination amount "%s" is now "%s"', $dest->amount, app('steam')->negative($dest->amount)));
             $source->amount = app('steam')->positive($source->amount);
             $dest->amount   = app('steam')->negative($source->amount);
-            var_dump($source->foreign_amount);
             if (null !== $source->foreign_amount && '' !== $source->foreign_amount) {
                 $source->foreign_amount = app('steam')->positive($source->foreign_amount);
                 app('log')->debug(sprintf('Source foreign amount "%s" is now "%s"', $source->foreign_amount, app('steam')->positive($source->foreign_amount)));

app/Support/Chart/ChartData.php

@@ -0,0 +1,66 @@
+<?php
+/*
+ * ChartData.php
+ * Copyright (c) 2024 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\Support\Chart;
+
+use FireflyIII\Exceptions\FireflyException;
+
+class ChartData
+{
+    private array $series;
+
+    public function __construct()
+    {
+        $this->series = [];
+    }
+
+    public function render(): array
+    {
+        if (0 === count($this->series)) {
+            throw new FireflyException('No series added to chart');
+        }
+
+        return $this->series;
+    }
+
+    /**
+     * @throws FireflyException
+     */
+    public function add(array $data): void
+    {
+        if (array_key_exists('currency_id', $data)) {
+            $data['currency_id'] = (string) $data['currency_id'];
+        }
+        if (array_key_exists('native_currency_id', $data)) {
+            $data['native_currency_id'] = (string) $data['native_currency_id'];
+        }
+        $required       = ['start', 'date', 'end', 'entries', 'native_entries'];
+        foreach ($required as $field) {
+            if (!array_key_exists($field, $data)) {
+                throw new FireflyException(sprintf('Data-set is missing the "%s"-variable.', $field));
+            }
+        }
+
+        $this->series[] = $data;
+    }
+}

app/Support/Http/Api/AccountBalanceGrouped.php

@@ -35,15 +35,22 @@ use Illuminate\Support\Facades\Log;
  */
 class AccountBalanceGrouped
 {
-    private array               $accountIds;
-    private string              $carbonFormat;
-    private array               $currencies = [];
-    private array               $data       = [];
-    private TransactionCurrency $default;
-    private Carbon              $end;
-    private array               $journals   = [];
-    private string              $preferredRange;
-    private Carbon              $start;
+    private array                 $accountIds;
+    private string                $carbonFormat;
+    private array                 $currencies = [];
+    private array                 $data       = [];
+    private TransactionCurrency   $default;
+    private Carbon                $end;
+    private array                 $journals   = [];
+    private string                $preferredRange;
+    private Carbon                $start;
+    private ExchangeRateConverter $converter;
+
+    public function __construct()
+    {
+        $this->accountIds = [];
+        $this->converter  = app(ExchangeRateConverter::class);
+    }
 
     /**
      * Convert the given input to a chart compatible array.
@@ -58,14 +65,15 @@ class AccountBalanceGrouped
             // income and expense array prepped:
             $income       = [
                 'label'                          => 'earned',
-                'currency_id'                    => (string)$currency['currency_id'],
+                'currency_id'                    => (string) $currency['currency_id'],
                 'currency_symbol'                => $currency['currency_symbol'],
                 'currency_code'                  => $currency['currency_code'],
                 'currency_decimal_places'        => $currency['currency_decimal_places'],
-                'native_currency_id'             => (string)$currency['native_currency_id'],
+                'native_currency_id'             => (string) $currency['native_currency_id'],
                 'native_currency_symbol'         => $currency['native_currency_symbol'],
                 'native_currency_code'           => $currency['native_currency_code'],
                 'native_currency_decimal_places' => $currency['native_currency_decimal_places'],
+                'date'                           => $this->start->toAtomString(),
                 'start'                          => $this->start->toAtomString(),
                 'end'                            => $this->end->toAtomString(),
                 'period'                         => $this->preferredRange,
@@ -74,14 +82,15 @@ class AccountBalanceGrouped
             ];
             $expense      = [
                 'label'                          => 'spent',
-                'currency_id'                    => (string)$currency['currency_id'],
+                'currency_id'                    => (string) $currency['currency_id'],
                 'currency_symbol'                => $currency['currency_symbol'],
                 'currency_code'                  => $currency['currency_code'],
                 'currency_decimal_places'        => $currency['currency_decimal_places'],
-                'native_currency_id'             => (string)$currency['native_currency_id'],
+                'native_currency_id'             => (string) $currency['native_currency_id'],
                 'native_currency_symbol'         => $currency['native_currency_symbol'],
                 'native_currency_code'           => $currency['native_currency_code'],
                 'native_currency_decimal_places' => $currency['native_currency_decimal_places'],
+                'date'                           => $this->start->toAtomString(),
                 'start'                          => $this->start->toAtomString(),
                 'end'                            => $this->end->toAtomString(),
                 'period'                         => $this->preferredRange,
@@ -124,76 +133,7 @@ class AccountBalanceGrouped
         // loop. group by currency and by period.
         /** @var array $journal */
         foreach ($this->journals as $journal) {
-            // format the date according to the period
-            $period                                          = $journal['date']->format($this->carbonFormat);
-            $currencyId                                      = (int)$journal['currency_id'];
-            $currency                                        = $this->currencies[$currencyId] ?? TransactionCurrency::find($currencyId);
-            $this->currencies[$currencyId]                   = $currency; // may just re-assign itself, don't mind.
-
-            // set the array with monetary info, if it does not exist.
-            $this->data[$currencyId]          ??= [
-                'currency_id'                    => (string)$currencyId,
-                'currency_symbol'                => $journal['currency_symbol'],
-                'currency_code'                  => $journal['currency_code'],
-                'currency_name'                  => $journal['currency_name'],
-                'currency_decimal_places'        => $journal['currency_decimal_places'],
-                // native currency info (could be the same)
-                'native_currency_id'             => (string)$this->default->id,
-                'native_currency_code'           => $this->default->code,
-                'native_currency_symbol'         => $this->default->symbol,
-                'native_currency_decimal_places' => $this->default->decimal_places,
-            ];
-
-            // set the array (in monetary info) with spent/earned in this $period, if it does not exist.
-            $this->data[$currencyId][$period] ??= [
-                'period'        => $period,
-                'spent'         => '0',
-                'earned'        => '0',
-                'native_spent'  => '0',
-                'native_earned' => '0',
-            ];
-            // is this journal's amount in- our outgoing?
-            $key                                             = 'spent';
-            $amount                                          = app('steam')->negative($journal['amount']);
-            // deposit = incoming
-            // transfer or reconcile or opening balance, and these accounts are the destination.
-            if (
-                TransactionType::DEPOSIT === $journal['transaction_type_type']
-
-                || (
-                    (
-                        TransactionType::TRANSFER === $journal['transaction_type_type']
-                        || TransactionType::RECONCILIATION === $journal['transaction_type_type']
-                        || TransactionType::OPENING_BALANCE === $journal['transaction_type_type']
-                    )
-                    && in_array($journal['destination_account_id'], $this->accountIds, true)
-                )
-            ) {
-                $key    = 'earned';
-                $amount = app('steam')->positive($journal['amount']);
-            }
-
-            // get conversion rate
-            try {
-                $rate = $converter->getCurrencyRate($currency, $this->default, $journal['date']);
-            } catch (FireflyException $e) {
-                app('log')->error($e->getMessage());
-                $rate = '1';
-            }
-            $amountConverted                                 = bcmul($amount, $rate);
-
-            // perhaps transaction already has the foreign amount in the native currency.
-            if ((int)$journal['foreign_currency_id'] === $this->default->id) {
-                $amountConverted = $journal['foreign_amount'] ?? '0';
-                $amountConverted = 'earned' === $key ? app('steam')->positive($amountConverted) : app('steam')->negative($amountConverted);
-            }
-
-            // add normal entry
-            $this->data[$currencyId][$period][$key]          = bcadd($this->data[$currencyId][$period][$key], $amount);
-
-            // add converted entry
-            $convertedKey                                    = sprintf('native_%s', $key);
-            $this->data[$currencyId][$period][$convertedKey] = bcadd($this->data[$currencyId][$period][$convertedKey], $amountConverted);
+            $this->processJournal($journal);
         }
         $converter->summarize();
     }
@@ -209,12 +149,12 @@ class AccountBalanceGrouped
         $defaultCurrencyId              = $default->id;
         $this->currencies               = [$default->id => $default]; // currency cache
         $this->data[$defaultCurrencyId] = [
-            'currency_id'                    => (string)$defaultCurrencyId,
+            'currency_id'                    => (string) $defaultCurrencyId,
             'currency_symbol'                => $default->symbol,
             'currency_code'                  => $default->code,
             'currency_name'                  => $default->name,
             'currency_decimal_places'        => $default->decimal_places,
-            'native_currency_id'             => (string)$defaultCurrencyId,
+            'native_currency_id'             => (string) $defaultCurrencyId,
             'native_currency_symbol'         => $default->symbol,
             'native_currency_code'           => $default->code,
             'native_currency_name'           => $default->name,
@@ -242,4 +182,113 @@ class AccountBalanceGrouped
     {
         $this->start = $start;
     }
+
+    private function processJournal(array $journal): void
+    {
+        // format the date according to the period
+        $period                                          = $journal['date']->format($this->carbonFormat);
+        $currencyId                                      = (int) $journal['currency_id'];
+        $currency                                        = $this->findCurrency($currencyId);
+
+        // set the array with monetary info, if it does not exist.
+        $this->createDefaultDataEntry($journal);
+        // set the array (in monetary info) with spent/earned in this $period, if it does not exist.
+        $this->createDefaultPeriodEntry($journal);
+
+        // is this journal's amount in- our outgoing?
+        $key                                             = $this->getDataKey($journal);
+        $amount                                          = 'spent' === $key ? app('steam')->negative($journal['amount']) : app('steam')->positive($journal['amount']);
+
+        // get conversion rate
+        $rate                                            = $this->getRate($currency, $journal['date']);
+        $amountConverted                                 = bcmul($amount, $rate);
+
+        // perhaps transaction already has the foreign amount in the native currency.
+        if ((int) $journal['foreign_currency_id'] === $this->default->id) {
+            $amountConverted = $journal['foreign_amount'] ?? '0';
+            $amountConverted = 'earned' === $key ? app('steam')->positive($amountConverted) : app('steam')->negative($amountConverted);
+        }
+
+        // add normal entry
+        $this->data[$currencyId][$period][$key]          = bcadd($this->data[$currencyId][$period][$key], $amount);
+
+        // add converted entry
+        $convertedKey                                    = sprintf('native_%s', $key);
+        $this->data[$currencyId][$period][$convertedKey] = bcadd($this->data[$currencyId][$period][$convertedKey], $amountConverted);
+    }
+
+    private function findCurrency(int $currencyId): TransactionCurrency
+    {
+        if (array_key_exists($currencyId, $this->currencies)) {
+            return $this->currencies[$currencyId];
+        }
+        $this->currencies[$currencyId] = TransactionCurrency::find($currencyId);
+
+        return $this->currencies[$currencyId];
+    }
+
+    private function createDefaultDataEntry(array $journal): void
+    {
+        $currencyId = (int) $journal['currency_id'];
+        $this->data[$currencyId] ??= [
+            'currency_id'                    => (string) $currencyId,
+            'currency_symbol'                => $journal['currency_symbol'],
+            'currency_code'                  => $journal['currency_code'],
+            'currency_name'                  => $journal['currency_name'],
+            'currency_decimal_places'        => $journal['currency_decimal_places'],
+            // native currency info (could be the same)
+            'native_currency_id'             => (string) $this->default->id,
+            'native_currency_code'           => $this->default->code,
+            'native_currency_symbol'         => $this->default->symbol,
+            'native_currency_decimal_places' => $this->default->decimal_places,
+        ];
+    }
+
+    private function createDefaultPeriodEntry(array $journal): void
+    {
+        $currencyId = (int) $journal['currency_id'];
+        $period     = $journal['date']->format($this->carbonFormat);
+        $this->data[$currencyId][$period] ??= [
+            'period'        => $period,
+            'spent'         => '0',
+            'earned'        => '0',
+            'native_spent'  => '0',
+            'native_earned' => '0',
+        ];
+    }
+
+    private function getDataKey(array $journal): string
+    {
+        $key = 'spent';
+        // deposit = incoming
+        // transfer or reconcile or opening balance, and these accounts are the destination.
+        if (
+            TransactionType::DEPOSIT === $journal['transaction_type_type']
+
+            || (
+                (
+                    TransactionType::TRANSFER === $journal['transaction_type_type']
+                    || TransactionType::RECONCILIATION === $journal['transaction_type_type']
+                    || TransactionType::OPENING_BALANCE === $journal['transaction_type_type']
+                )
+                && in_array($journal['destination_account_id'], $this->accountIds, true)
+            )
+        ) {
+            $key = 'earned';
+        }
+
+        return $key;
+    }
+
+    private function getRate(TransactionCurrency $currency, Carbon $date): string
+    {
+        try {
+            $rate = $this->converter->getCurrencyRate($currency, $this->default, $date);
+        } catch (FireflyException $e) {
+            app('log')->error($e->getMessage());
+            $rate = '1';
+        }
+
+        return $rate;
+    }
 }

app/Support/Http/Api/CollectsAccountsFromFilter.php

@@ -0,0 +1,76 @@
+<?php
+/*
+ * CollectsAccountsFromFilter.php
+ * Copyright (c) 2024 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\Support\Http\Api;
+
+use FireflyIII\Models\AccountType;
+use Illuminate\Support\Collection;
+
+trait CollectsAccountsFromFilter
+{
+    /**
+     * TODO Duplicate function but I think it belongs here or in a separate trait
+     */
+    private function getAccountList(array $queryParameters): Collection
+    {
+        $collection = new Collection();
+
+        // always collect from the query parameter, even when it's empty.
+        foreach ($queryParameters['accounts'] as $accountId) {
+            $account = $this->repository->find((int) $accountId);
+            if (null !== $account) {
+                $collection->push($account);
+            }
+        }
+
+        // if no "preselected", and found accounts
+        if ('empty' === $queryParameters['preselected'] && $collection->count() > 0) {
+            return $collection;
+        }
+        // if no preselected, but no accounts:
+        if ('empty' === $queryParameters['preselected'] && 0 === $collection->count()) {
+            $defaultSet = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT])->pluck('id')->toArray();
+            $frontpage  = app('preferences')->get('frontpageAccounts', $defaultSet);
+
+            if (!(is_array($frontpage->data) && count($frontpage->data) > 0)) {
+                $frontpage->data = $defaultSet;
+                $frontpage->save();
+            }
+
+            return $this->repository->getAccountsById($frontpage->data);
+        }
+
+        // both options are overruled by "preselected"
+        if ('all' === $queryParameters['preselected']) {
+            return $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
+        }
+        if ('assets' === $queryParameters['preselected']) {
+            return $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT]);
+        }
+        if ('liabilities' === $queryParameters['preselected']) {
+            return $this->repository->getAccountsByType([AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
+        }
+
+        return $collection;
+    }
+}

app/Support/Http/Api/ExchangeRateConverter.php

@@ -48,6 +48,9 @@ class ExchangeRateConverter
      */
     public function convert(TransactionCurrency $from, TransactionCurrency $to, Carbon $date, string $amount): string
     {
+        if (false === config('cer.enabled')) {
+            return $amount;
+        }
         Log::debug('convert()');
         $rate = $this->getCurrencyRate($from, $to, $date);
 
@@ -59,6 +62,9 @@ class ExchangeRateConverter
      */
     public function getCurrencyRate(TransactionCurrency $from, TransactionCurrency $to, Carbon $date): string
     {
+        if (false === config('cer.enabled')) {
+            return '1';
+        }
         Log::debug('getCurrencyRate()');
         $rate = $this->getRate($from, $to, $date);
 
@@ -233,6 +239,9 @@ class ExchangeRateConverter
      */
     public function prepare(TransactionCurrency $from, TransactionCurrency $to, Carbon $start, Carbon $end): void
     {
+        if (false === config('cer.enabled')) {
+            return;
+        }
         Log::debug('prepare()');
         $start->startOfDay();
         $end->endOfDay();
@@ -305,6 +314,9 @@ class ExchangeRateConverter
 
     public function summarize(): void
     {
+        if (false === config('cer.enabled')) {
+            return;
+        }
         Log::debug(sprintf('ExchangeRateConverter ran %d queries.', $this->queryCount));
     }
 }

app/Support/Http/Api/ParsesQueryFilters.php

@@ -0,0 +1,68 @@
+<?php
+/*
+ * ParsesQueryFilters.php
+ * Copyright (c) 2024 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\Support\Http\Api;
+
+use Carbon\Carbon;
+use Carbon\Exceptions\InvalidFormatException;
+use Illuminate\Support\Facades\Log;
+use LaravelJsonApi\Core\Query\QueryParameters;
+
+trait ParsesQueryFilters
+{
+    private function dateOrToday(QueryParameters $parameters, string $field): Carbon
+    {
+        $date  = today();
+
+        $value = $parameters->filter()?->value($field, date('Y-m-d'));
+        if (is_array($value)) {
+            Log::error(sprintf('Multiple values for date field "%s". Using first value.', $field));
+            $value = $value[0];
+        }
+
+        try {
+            $date = Carbon::createFromFormat('Y-m-d', $value, config('app.timezone'));
+        } catch (InvalidFormatException $e) {
+            Log::debug(sprintf('Invalid date format in request. Using today: %s', $e->getMessage()));
+        }
+
+        return $date;
+    }
+
+    private function arrayOfStrings(QueryParameters $parameters, string $field): array
+    {
+        $array = $parameters->filter()?->value($field, []) ?? [];
+
+        return is_string($array) ? [$array] : $array;
+    }
+
+    private function integerFromQueryParams(QueryParameters $parameters, string $field, int $default): int
+    {
+        return (int) ($parameters->page()[$field] ?? $default);
+    }
+
+    private function stringFromQueryParams(QueryParameters $parameters, string $field, string $default): string
+    {
+        return (string) ($parameters->page()[$field] ?? $default);
+    }
+}

app/Support/Http/Api/ValidatesUserGroupTrait.php

@@ -38,6 +38,10 @@ use Illuminate\Support\Facades\Log;
 trait ValidatesUserGroupTrait
 {
     /**
+     * An "undocumented" filter
+     *
+     * TODO add this filter to the API docs.
+     *
      * @throws AuthorizationException
      * @throws AuthenticationException
      */

app/Support/Http/Controllers/AugumentData.php

@@ -171,6 +171,8 @@ trait AugumentData
 
         /** @var BudgetLimitRepositoryInterface $blRepository */
         $blRepository     = app(BudgetLimitRepositoryInterface::class);
+
+        $end->endOfMonth();
         // properties for cache
         $cache            = new CacheProperties();
         $cache->addProperty($start);

app/Support/Http/Controllers/PeriodOverview.php

@@ -370,6 +370,7 @@ trait PeriodOverview
         $first       = $this->journalRepos->firstNull();
         $start       = null === $first ? new Carbon() : $first->date;
         $end         = clone $theDate;
+        $end         = app('navigation')->endOfPeriod($end, $range);
 
         app('log')->debug(sprintf('Start for getNoCategoryPeriodOverview() is %s', $start->format('Y-m-d')));
         app('log')->debug(sprintf('End for getNoCategoryPeriodOverview() is %s', $end->format('Y-m-d')));

app/Support/JsonApi/Concerns/UsergroupAware.php

@@ -1,8 +1,7 @@
 <?php
-
-/**
- * components.php
- * Copyright (c) 2019 james@firefly-iii.org
+/*
+ * UsergroupAware.php
+ * Copyright (c) 2024 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -17,21 +16,33 @@
  * 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/>.
- */
-
-/*
- * PLEASE DO NOT EDIT THIS FILE DIRECTLY.
- * YOUR CHANGES WILL BE OVERWRITTEN!
- * YOUR PR WITH CHANGES TO THIS FILE WILL BE REJECTED!
- *
- * GO TO CROWDIN TO FIX OR CHANGE TRANSLATIONS!
- *
- * https://crowdin.com/project/firefly-iii
- *
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
  */
 
 declare(strict_types=1);
 
-return [
-];
+namespace FireflyIII\Support\JsonApi\Concerns;
+
+use FireflyIII\Models\UserGroup;
+
+trait UsergroupAware
+{
+    protected UserGroup $userGroup;
+
+    public function getUserGroup(): UserGroup
+    {
+        return $this->userGroup;
+    }
+
+    public function setUserGroup(UserGroup $userGroup): void
+    {
+        $this->userGroup = $userGroup;
+    }
+
+    public function withUserGroup(UserGroup $userGroup): self
+    {
+        $this->userGroup = $userGroup;
+
+        return $this;
+    }
+}

app/Support/JsonApi/Enrichments/AccountEnrichment.php

@@ -0,0 +1,149 @@
+<?php
+/*
+ * AccountEnricher.php
+ * Copyright (c) 2024 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\Support\JsonApi\Enrichments;
+
+use Carbon\Carbon;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Models\Account;
+use FireflyIII\Models\AccountType;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Repositories\UserGroups\Currency\CurrencyRepositoryInterface;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Log;
+
+class AccountEnrichment implements EnrichmentInterface
+{
+    private Collection $collection;
+    private array      $currencies;
+
+    #[\Override]
+    public function enrich(Collection $collection): Collection
+    {
+        $this->collection = $collection;
+        $this->currencies = [];
+        // do everything here:
+        $this->getLastActivity();
+        // $this->getMetaBalances();
+        $this->collectAccountTypes();
+        $this->collectMetaData();
+
+        $this->collection->transform(function (Account $account) {
+            $account->user_array = ['id' => 1, 'bla bla' => 'bla'];
+            $account->balances   = collect([
+                ['balance_id' => 1, 'balance' => 5],
+                ['balance_id' => 2, 'balance' => 5],
+                ['balance_id' => 3, 'balance' => 5],
+            ]);
+
+            return $account;
+        });
+
+        return $this->collection;
+    }
+
+    /**
+     * TODO this method refers to a single-use method inside Steam that could be moved here.
+     */
+    private function getLastActivity(): void
+    {
+        /** @var AccountRepositoryInterface $accountRepository */
+        $accountRepository = app(AccountRepositoryInterface::class);
+        $lastActivity      = $accountRepository->getLastActivity($this->collection);
+        foreach ($lastActivity as $row) {
+            $this->collection->where('id', $row['account_id'])->first()->last_activity = Carbon::parse($row['date_max'], config('app.timezone'));
+        }
+    }
+
+    /**
+     * TODO this method refers to a single-use method inside Steam that could be moved here.
+     */
+    private function getMetaBalances(): void
+    {
+        try {
+            $array = app('steam')->balancesByAccountsConverted($this->collection, today());
+        } catch (FireflyException $e) {
+            Log::error(sprintf('Could not load balances: %s', $e->getMessage()));
+
+            return;
+        }
+        foreach ($array as $accountId => $row) {
+            $this->collection->where('id', $accountId)->first()->balance        = $row['balance'];
+            $this->collection->where('id', $accountId)->first()->native_balance = $row['native_balance'];
+        }
+    }
+
+    /**
+     * TODO this method refers to a single-use method inside Steam that could be moved here.
+     */
+    private function collectAccountTypes(): void
+    {
+        /** @var AccountRepositoryInterface $accountRepository */
+        $accountRepository = app(AccountRepositoryInterface::class);
+        $accountTypes      = $accountRepository->getAccountTypes($this->collection);
+        $types             = [];
+
+        /** @var AccountType $row */
+        foreach ($accountTypes as $row) {
+            $types[$row->id] = $row->type;
+        }
+        $this->collection->transform(function (Account $account) use ($types) {
+            $account->type = $types[$account->id];
+
+            return $account;
+        });
+    }
+
+    private function collectMetaData(): void
+    {
+        /** @var AccountRepositoryInterface $accountRepository */
+        $accountRepository = app(AccountRepositoryInterface::class);
+
+        /** @var CurrencyRepositoryInterface $repository */
+        $repository        = app(CurrencyRepositoryInterface::class);
+
+        $metaFields        = $accountRepository->getMetaValues($this->collection, ['currency_id', 'account_role', 'account_number', 'liability_direction', 'interest', 'interest_period', 'current_debt']);
+        $currencyIds       = $metaFields->where('name', 'currency_id')->pluck('data')->toArray();
+
+        $currencies        = [];
+        foreach ($repository->getByIds($currencyIds) as $currency) {
+            $id              = $currency->id;
+            $currencies[$id] = $currency;
+        }
+
+        $this->collection->transform(function (Account $account) use ($metaFields, $currencies) {
+            $set = $metaFields->where('account_id', $account->id);
+            foreach ($set as $entry) {
+                $account->{$entry->name} = $entry->data;
+                if ('currency_id' === $entry->name) {
+                    $id                               = (int) $entry->data;
+                    $account->currency_code           = $currencies[$id]?->code;
+                    $account->currency_symbol         = $currencies[$id]?->symbol;
+                    $account->currency_decimal_places = $currencies[$id]?->decimal_places;
+                }
+            }
+
+            return $account;
+        });
+    }
+}

app/Support/JsonApi/Enrichments/EnrichmentInterface.php

@@ -1,7 +1,7 @@
 <?php
-/**
- * api.php
- * Copyright (c) 2019 james@firefly-iii.org
+/*
+ * EnricherInterface.php
+ * Copyright (c) 2024 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -16,21 +16,16 @@
  * 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/>.
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
  */
 
 declare(strict_types=1);
 
-/*
- * PLEASE DO NOT EDIT THIS FILE DIRECTLY.
- * YOUR CHANGES WILL BE OVERWRITTEN!
- * YOUR PR WITH CHANGES TO THIS FILE WILL BE REJECTED!
- *
- * GO TO CROWDIN TO FIX OR CHANGE TRANSLATIONS!
- *
- * https://crowdin.com/project/firefly-iii
- *
- */
+namespace FireflyIII\Support\JsonApi\Enrichments;
 
-return [
-];
+use Illuminate\Support\Collection;
+
+interface EnrichmentInterface
+{
+    public function enrich(Collection $collection): Collection;
+}

app/Support/JsonApi/ExpandsQuery.php

@@ -0,0 +1,85 @@
+<?php
+/*
+ * ExpandsQuery.php
+ * Copyright (c) 2024 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\Support\JsonApi;
+
+use FireflyIII\Support\Http\Api\AccountFilter;
+use Illuminate\Contracts\Database\Eloquent\Builder;
+use LaravelJsonApi\Core\Query\FilterParameters;
+use LaravelJsonApi\Core\Query\SortFields;
+
+trait ExpandsQuery
+{
+    use AccountFilter;
+
+    final protected function addPagination(Builder $query, array $pagination): Builder
+    {
+        $skip = ($pagination['number'] - 1) * $pagination['size'];
+
+        return $query->skip($skip)->take($pagination['size']);
+    }
+
+    final protected function addSortParams(Builder $query, ?SortFields $sort): Builder
+    {
+        if (null === $sort) {
+            return $query;
+        }
+        foreach ($sort->all() as $sortField) {
+            $query->orderBy($sortField->name(), $sortField->isAscending() ? 'ASC' : 'DESC');
+        }
+
+        return $query;
+    }
+
+    final protected function addFilterParams(string $class, Builder $query, ?FilterParameters $filters): Builder
+    {
+        if (null === $filters) {
+            return $query;
+        }
+        $config      = config(sprintf('firefly.valid_query_filters.%s', $class)) ?? [];
+        if (0 === count($filters->all())) {
+            return $query;
+        }
+        $query->where(function (Builder $q) use ($config, $filters): void {
+            foreach ($filters->all() as $filter) {
+                if (in_array($filter->key(), $config, true)) {
+                    foreach ($filter->value() as $value) {
+                        $q->where($filter->key(), 'LIKE', sprintf('%%%s%%', $value));
+                    }
+                }
+            }
+        });
+
+        // some filters are special, i.e. the account type filter.
+        $typeFilters = $filters->value('type', false);
+        if (false !== $typeFilters && count($typeFilters) > 0) {
+            $query->leftJoin('account_types', 'accounts.account_type_id', '=', 'account_types.id');
+            foreach ($typeFilters as $typeFilter) {
+                $types = $this->mapAccountTypes($typeFilter);
+                $query->whereIn('account_types.type', $types);
+            }
+        }
+
+        return $query;
+    }
+}

app/Support/JsonApi/FiltersPagination.php

@@ -0,0 +1,55 @@
+<?php
+/*
+ * FiltersPagination.php
+ * Copyright (c) 2024 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\Support\JsonApi;
+
+trait FiltersPagination
+{
+    protected function filtersPagination(?array $pagination): array
+    {
+        if (null === $pagination) {
+            return [
+                'number' => 1,
+                'size'   => $this->getPageSize(),
+            ];
+        }
+        // cleanup page number
+        $pagination['number'] = (int) ($pagination['number'] ?? 1);
+        $pagination['number'] = min(65536, max($pagination['number'], 1));
+
+        // clean up page size
+        $pagination['size']   = (int) ($pagination['size'] ?? $this->getPageSize());
+        $pagination['size']   = min(1337, max($pagination['size'], 1));
+
+        return $pagination;
+    }
+
+    private function getPageSize(): int
+    {
+        if (auth()->check()) {
+            return (int) app('preferences')->get('listPageSize', 50)->data;
+        }
+
+        return 50;
+    }
+}

app/Support/JsonApi/SortsCollection.php

@@ -1,8 +1,7 @@
 <?php
-
-/**
- * pagination.php
- * Copyright (c) 2019 james@firefly-iii.org
+/*
+ * SortsCollection.php
+ * Copyright (c) 2024 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -17,23 +16,27 @@
  * 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/>.
- */
-
-/*
- * PLEASE DO NOT EDIT THIS FILE DIRECTLY.
- * YOUR CHANGES WILL BE OVERWRITTEN!
- * YOUR PR WITH CHANGES TO THIS FILE WILL BE REJECTED!
- *
- * GO TO CROWDIN TO FIX OR CHANGE TRANSLATIONS!
- *
- * https://crowdin.com/project/firefly-iii
- *
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
  */
 
 declare(strict_types=1);
 
-return [
-    'previous' => '&laquo; Предишна',
-    'next'     => 'Следваща &raquo;',
-];
+namespace FireflyIII\Support\JsonApi;
+
+use Illuminate\Support\Collection;
+use LaravelJsonApi\Core\Query\SortFields;
+
+trait SortsCollection
+{
+    protected function sortCollection(Collection $collection, ?SortFields $sortFields): Collection
+    {
+        if (null === $sortFields) {
+            return $collection;
+        }
+        foreach ($sortFields->all() as $sortField) {
+            $collection = $sortField->isAscending() ? $collection->sortBy($sortField->name()) : $collection->sortByDesc($sortField->name());
+        }
+
+        return $collection;
+    }
+}

app/Support/JsonApi/ValidateSortParameters.php

@@ -1,8 +1,7 @@
 <?php
-
-/**
- * auth.php
- * Copyright (c) 2019 james@firefly-iii.org
+/*
+ * ValidateSortParameters.php
+ * Copyright (c) 2024 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -17,23 +16,31 @@
  * 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/>.
- */
-
-/*
- * PLEASE DO NOT EDIT THIS FILE DIRECTLY.
- * YOUR CHANGES WILL BE OVERWRITTEN!
- * YOUR PR WITH CHANGES TO THIS FILE WILL BE REJECTED!
- *
- * GO TO CROWDIN TO FIX OR CHANGE TRANSLATIONS!
- *
- * https://crowdin.com/project/firefly-iii
- *
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
  */
 
 declare(strict_types=1);
 
-return [
-    'failed'   => 'Въведените удостоверителни данни не съвпадат с нашите записи.',
-    'throttle' => 'Твърде много опити за влизане. Опитайте се пак след :seconds секунди.',
-];
+namespace FireflyIII\Support\JsonApi;
+
+use LaravelJsonApi\Core\Query\SortFields;
+
+trait ValidateSortParameters
+{
+    public function validateParams(string $class, ?SortFields $params): bool
+    {
+        if (null === $params) {
+            return false;
+        }
+
+        $config = config(sprintf('firefly.full_data_set.%s', $class)) ?? [];
+
+        foreach ($params->all() as $field) {
+            if (in_array($field->name(), $config, true)) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+}

app/Support/Models/AccountBalanceCalculator.php

@@ -0,0 +1,239 @@
+<?php
+/*
+ * AccountBalanceCalculator.php
+ * Copyright (c) 2024 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\Support\Models;
+
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Models\Account;
+use FireflyIII\Models\AccountBalance;
+use FireflyIII\Models\Transaction;
+use FireflyIII\Models\TransactionJournal;
+use Illuminate\Support\Facades\Log;
+
+class AccountBalanceCalculator
+{
+    private function __construct()
+    {
+        // no-op
+    }
+
+    /**
+     * Recalculate all balances for a given account.
+     *
+     * Je moet toch altijd wel alles doen want je weet niet waar een transaction journal invloed op heeft.
+     * Dus dit aantikken per transaction journal is zinloos, beide accounts moeten gedaan worden.
+     */
+    public static function recalculateAll(): void
+    {
+        $object = new self();
+        $object->recalculateLatest(null);
+        // $object->recalculateJournals(null, null);
+    }
+
+    public static function recalculateForJournal(TransactionJournal $transactionJournal): void
+    {
+        $object = new self();
+        foreach ($transactionJournal->transactions as $transaction) {
+            $object->recalculateLatest($transaction->account);
+            // $object->recalculateJournals($transaction->account, $transactionJournal);
+        }
+    }
+
+    private function getAccountBalanceByAccount(int $account, int $currency): AccountBalance
+    {
+        $query                          = AccountBalance::where('title', 'balance')->where('account_id', $account)->where('transaction_currency_id', $currency);
+
+        $entry                          = $query->first();
+        if (null !== $entry) {
+            // Log::debug(sprintf('Found account balance "balance" for account #%d and currency #%d: %s', $account, $currency, $entry->balance));
+
+            return $entry;
+        }
+        $entry                          = new AccountBalance();
+        $entry->title                   = 'balance';
+        $entry->account_id              = $account;
+        $entry->transaction_currency_id = $currency;
+        $entry->balance                 = '0';
+        $entry->save();
+        // Log::debug(sprintf('Created new account balance for account #%d and currency #%d: %s', $account, $currency, $entry->balance));
+
+        return $entry;
+    }
+
+    private function getAccountBalanceByJournal(string $title, int $account, int $journal, int $currency): AccountBalance
+    {
+        $query                          = AccountBalance::where('title', $title)->where('account_id', $account)->where('transaction_journal_id', $journal)->where('transaction_currency_id', $currency);
+
+        $entry                          = $query->first();
+        if (null !== $entry) {
+            return $entry;
+        }
+        $entry                          = new AccountBalance();
+        $entry->title                   = $title;
+        $entry->account_id              = $account;
+        $entry->transaction_journal_id  = $journal;
+        $entry->transaction_currency_id = $currency;
+        $entry->balance                 = '0';
+        $entry->save();
+
+        return $entry;
+    }
+
+    private function recalculateLatest(?Account $account): void
+    {
+        $query  = Transaction::groupBy(['transactions.account_id', 'transactions.transaction_currency_id', 'transactions.foreign_currency_id']);
+
+        if (null !== $account) {
+            $query->where('transactions.account_id', $account->id);
+        }
+        $result = $query->get(['transactions.account_id', 'transactions.transaction_currency_id', 'transactions.foreign_currency_id', \DB::raw('SUM(transactions.amount) as sum_amount'), \DB::raw('SUM(transactions.foreign_amount) as sum_foreign_amount')]);
+
+        // reset account balances:
+        $this->resetAccountBalancesByAccount('balance', $account);
+
+        /** @var \stdClass $row */
+        foreach ($result as $row) {
+            $account             = (int) $row->account_id;
+            $transactionCurrency = (int) $row->transaction_currency_id;
+            $foreignCurrency     = (int) $row->foreign_currency_id;
+            $sumAmount           = (string) $row->sum_amount;
+            $sumForeignAmount    = (string) $row->sum_foreign_amount;
+            $sumAmount           = '' === $sumAmount ? '0' : $sumAmount;
+            $sumForeignAmount    = '' === $sumForeignAmount ? '0' : $sumForeignAmount;
+
+            // first create for normal currency:
+            $entry               = $this->getAccountBalanceByAccount($account, $transactionCurrency);
+
+            try {
+                $entry->balance = bcadd((string) $entry->balance, $sumAmount);
+            } catch (\ValueError $e) {
+                $message = sprintf('[a] Could not add "%s" to "%s": %s', $entry->balance, $sumAmount, $e->getMessage());
+                Log::error($message);
+
+                throw new FireflyException($message, 0, $e);
+            }
+            $entry->save();
+
+            // then do foreign amount, if present:
+            if ($foreignCurrency > 0) {
+                $entry = $this->getAccountBalanceByAccount($account, $foreignCurrency);
+
+                try {
+                    $entry->balance = bcadd((string) $entry->balance, $sumForeignAmount);
+                } catch (\ValueError $e) {
+                    $message = sprintf('[b] Could not add "%s" to "%s": %s', $entry->balance, $sumForeignAmount, $e->getMessage());
+                    Log::error($message);
+
+                    throw new FireflyException($message, 0, $e);
+                }
+                $entry->save();
+            }
+        }
+        Log::debug(sprintf('Recalculated %d account balance(s)', $result->count()));
+    }
+
+    private function resetAccountBalancesByAccount(string $title, ?Account $account): void
+    {
+        if (null === $account) {
+            $count = AccountBalance::whereNotNull('updated_at')->where('title', $title)->update(['balance' => '0']);
+            Log::debug(sprintf('Set %d account balance(s) to zero.', $count));
+
+            return;
+        }
+        $count = AccountBalance::where('account_id', $account->id)->where('title', $title)->update(['balance' => '0']);
+        Log::debug(sprintf('Set %d account balance(s) of account #%d to zero.', $count, $account->id));
+    }
+
+    /**
+     * Als je alles opnieuw doet, verzamel je alle transactions en het bedrag en zet je dat neer als "balance after
+     * journal". Dat betekent, netjes op volgorde van datum en doorrekenen.
+     *
+     * Zodra je een transaction journal verplaatst (datum) moet je dat journal en alle latere journals opnieuw doen.
+     * Maar dan moet je van de account wel een beginnetje hebben, namelijk de balance tot en met dat moment.
+     *
+     *  1. Dus dan search je eerst naar die SUM, som alle transactions eerder dan (niet inclusief) de journal.
+     *  2. En vanaf daar pak je alle journals op of na de journal (dus ook de journal zelf) en begin je door te tellen.
+     *  3. Elke voorbij gaande journal entry "balance_after_journal" geef je een update of voeg je toe.
+     */
+    private function recalculateJournals(?Account $account, ?TransactionJournal $transactionJournal): void
+    {
+        $query   = Transaction::groupBy(['transactions.account_id', 'transaction_journals.id', 'transactions.transaction_currency_id', 'transactions.foreign_currency_id']);
+        $query->leftJoin('transaction_journals', 'transaction_journals.id', '=', 'transactions.transaction_journal_id');
+        $query->orderBy('transaction_journals.date', 'asc');
+        $amounts = [];
+        if (null !== $account) {
+            $query->where('transactions.account_id', $account->id);
+        }
+        if (null !== $account && null !== $transactionJournal) {
+            $query->where('transaction_journals.date', '>=', $transactionJournal->date);
+            $amounts = $this->getStartAmounts($account, $transactionJournal);
+        }
+        $result  = $query->get(['transactions.account_id', 'transaction_journals.id', 'transactions.transaction_currency_id', 'transactions.foreign_currency_id', \DB::raw('SUM(transactions.amount) as sum_amount'), \DB::raw('SUM(transactions.foreign_amount) as sum_foreign_amount')]);
+
+        /** @var \stdClass $row */
+        foreach ($result as $row) {
+            $account                                 = (int) $row->account_id;
+            $transactionCurrency                     = (int) $row->transaction_currency_id;
+            $foreignCurrency                         = (int) $row->foreign_currency_id;
+            $sumAmount                               = (string) $row->sum_amount;
+            $sumForeignAmount                        = (string) $row->sum_foreign_amount;
+            $journalId                               = (int) $row->id;
+
+            // check for empty strings
+            $sumAmount                               = '' === $sumAmount ? '0' : $sumAmount;
+            $sumForeignAmount                        = '' === $sumForeignAmount ? '0' : $sumForeignAmount;
+
+            // new amounts:
+            $amounts[$account][$transactionCurrency] = bcadd($amounts[$account][$transactionCurrency] ?? '0', $sumAmount);
+            $amounts[$account][$foreignCurrency]     = bcadd($amounts[$account][$foreignCurrency] ?? '0', $sumForeignAmount);
+
+            // first create for normal currency:
+            $entry                                   = self::getAccountBalanceByJournal('balance_after_journal', $account, $journalId, $transactionCurrency);
+            $entry->balance                          = $amounts[$account][$transactionCurrency];
+            $entry->save();
+
+            // then do foreign amount, if present:
+            if ($foreignCurrency > 0) {
+                $entry          = self::getAccountBalanceByJournal('balance_after_journal', $account, $journalId, $foreignCurrency);
+                $entry->balance = $amounts[$account][$foreignCurrency];
+                $entry->save();
+            }
+        }
+
+        // select transactions.account_id, transaction_journals.id, transactions.transaction_currency_id, transactions.foreign_currency_id, sum(transactions.amount), sum(transactions.foreign_amount)
+        //
+        // from transactions
+        //
+        // left join transaction_journals ON transaction_journals.id = transactions.transaction_journal_id
+        //
+        // group by account_id, transaction_journals.id, transaction_currency_id, foreign_currency_id
+        // order by transaction_journals.date desc
+    }
+
+    private function getStartAmounts(Account $account, TransactionJournal $journal): array
+    {
+        exit('here we are');
+
+        return [];
+    }
+}

app/Support/Request/ConvertsDataTypes.php

@@ -27,6 +27,7 @@ use Carbon\Carbon;
 use Carbon\Exceptions\InvalidDateException;
 use Carbon\Exceptions\InvalidFormatException;
 use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Facades\Steam;
 use Illuminate\Support\Collection;
 
 /**
@@ -114,6 +115,11 @@ trait ConvertsDataTypes
         return (string)$this->clearString((string)$entry);
     }
 
+    public function convertIban(string $field): string
+    {
+        return Steam::filterSpaces($this->convertString($field));
+    }
+
     public function clearString(?string $string): ?string
     {
         $string = $this->clearStringKeepNewlines($string);
@@ -131,6 +137,13 @@ trait ConvertsDataTypes
         return trim($string);
     }
 
+    public function clearIban(?string $string): ?string
+    {
+        $string = $this->clearString($string);
+
+        return Steam::filterSpaces($string);
+    }
+
     public function clearStringKeepNewlines(?string $string): ?string
     {
         if (null === $string) {

app/Support/Steam.php

@@ -681,11 +681,13 @@ class Steam
             "\u{202F}", // narrow no-break space
             "\u{3000}", // ideographic space
             "\u{FEFF}", // zero width no -break space
-            "\x20", // plain old normal space
+            "\x20", // plain old normal space,
+            ' ',
         ];
 
         // clear zalgo text
         $string = preg_replace('/(\pM{2})\pM+/u', '\1', $string);
+        $string = preg_replace('/\s+/', '', $string);
 
         return str_replace($search, '', $string);
     }

app/Support/Twig/General.php

@@ -186,7 +186,7 @@ class General extends AbstractExtension
                 $converter = new GithubFlavoredMarkdownConverter(
                     [
                         'allow_unsafe_links' => false,
-                        'max_nesting_level'  => 3,
+                        'max_nesting_level'  => 5,
                         'html_input'         => 'escape',
                     ]
                 );

app/Transformers/AttachmentTransformer.php

@@ -53,7 +53,7 @@ class AttachmentTransformer extends AbstractTransformer
             'created_at'      => $attachment->created_at->toAtomString(),
             'updated_at'      => $attachment->updated_at->toAtomString(),
             'attachable_id'   => (string)$attachment->attachable_id,
-            'attachable_type' => str_replace('FireflyIII\\Models\\', '', $attachment->attachable_type),
+            'attachable_type' => str_replace('FireflyIII\Models\\', '', $attachment->attachable_type),
             'md5'             => $attachment->md5,
             'filename'        => $attachment->filename,
             'download_url'    => route('api.v1.attachments.download', [$attachment->id]),

app/Transformers/V2/AccountTransformer.php

@@ -63,6 +63,8 @@ class AccountTransformer extends AbstractTransformer
         $this->convertedBalances  = [];
         $this->balanceDifferences = [];
 
+        Log::debug(sprintf('collectMetaData on %d object(s)', $objects->count()));
+
         // first collect all the "heavy" stuff that relies on ALL data to be present.
         // get last activity:
         $this->getLastActivity($objects);

app/Validation/FireflyValidator.php

@@ -170,6 +170,7 @@ class FireflyValidator extends Validator
             "\u{202F}", // narrow no-break space
             "\u{3000}", // ideographic space
             "\u{FEFF}", // zero width no -break space
+            ' ',
             '-',
             '?',
         ];

app/Validation/GroupValidation.php

@@ -106,7 +106,13 @@ trait GroupValidation
             'source_id', 'source_name', 'source_number', 'source_iban',
             'destination_id', 'destination_name', 'destination_number', 'destination_iban',
         ];
+
+        // stop protesting when reconciliation is set to FALSE.
+
         foreach ($data['transactions'] as $index => $row) {
+            if (false === ($row['reconciled'] ?? false)) {
+                continue;
+            }
             foreach ($forbidden as $key) {
                 if (array_key_exists($key, $row)) {
                     $validator->errors()->add(

changelog.md

@@ -3,6 +3,72 @@
 All notable changes to this project will be documented in this file.
 This project adheres to [Semantic Versioning](http://semver.org/).
 
+## 6.1.18 - 2024-06-19
+
+### Fixed
+
+- [Issue 8978](https://github.com/firefly-iii/firefly-iii/issues/8978) (Error! Internal Firefly III Exception: bcadd(): Argument #2 ($num2) is not well-formed) reported by @el-rhazi
+- [Issue 8977](https://github.com/firefly-iii/firefly-iii/issues/8977) (Data Importer: "500 Server Error" with Firefly III v6.1.17) reported by @qtdzz
+
+### Security
+
+- [CVE-2024-37893](https://www.cve.org/CVERecord?id=CVE-2024-37893)
+
+## 6.1.17 - 2024-06-16
+
+### Added
+
+- New routine that calculates account balances, first start could take a while.
+
+### Removed
+
+- Removed auto-generated language files.
+
+### Fixed
+
+- [Issue 8907](https://github.com/firefly-iii/firefly-iii/issues/8907) (Error when adding initial balance: bcadd(): Argument #2 ($num2) must be of type string, int given) reported by @wnklmnn
+- [Issue 8911](https://github.com/firefly-iii/firefly-iii/issues/8911) (Docker container startup very slow) reported by @daften
+- [PR 8929](https://github.com/firefly-iii/firefly-iii/pull/8929) (icon title chgd from Deposit to Transfer) reported by @stevewasiura
+- [PR 8930](https://github.com/firefly-iii/firefly-iii/pull/8930) (icon title chgd from Deposit to Transfer) reported by @stevewasiura
+- [PR 8951](https://github.com/firefly-iii/firefly-iii/pull/8951) (add icon for delete action) reported by @stevewasiura
+- [PR 8957](https://github.com/firefly-iii/firefly-iii/pull/8957) (Remove nesting level for markdown) reported by @JeroenED
+- [Issue 8958](https://github.com/firefly-iii/firefly-iii/issues/8958) (Weird line appears above the UI when clicking on matching transactions for a rule) reported by @avee87
+- [Issue 8893](https://github.com/firefly-iii/firefly-iii/issues/8893) (API: `reconciled: false` does not have precedence) reported by @dreautall
+- [Issue 8954](https://github.com/firefly-iii/firefly-iii/issues/8954) (Wrong calculation of transaction without category) reported by @anarion80
+- [Issue 8927](https://github.com/firefly-iii/firefly-iii/issues/8927) (Converting deposit to transfer can set incorrect transaction currency) reported by @avee87
+- Various issues in release train.
+- There is a confirmation again before you delete data using the page in your profile
+
+### Security
+
+- Two (undisclosed) MFA bypass errors, reported by @Skelmis. Disclosure will follow in a few weeks.
+
+### API
+
+- Expand v2 chart API
+
+## 6.1.16 - 2024-05-20
+
+### Added
+
+- Added [THANKS.md] to give credit to all developers who help with the development of Firefly III.
+
+### Changed
+
+- New data model for "account balance" makes it easier to calculate and use multi-currency accounts. Not yet in use.
+
+### Fixed
+
+- [Issue 8840](https://github.com/firefly-iii/firefly-iii/issues/8840) (Budget page crash) reported by @JcMinarro
+- [Issue 8863](https://github.com/firefly-iii/firefly-iii/issues/8863) (Empty webhooks page) reported by @mrahmadt
+- [Issue 8867](https://github.com/firefly-iii/firefly-iii/issues/8867) (SQL Integrity constraint violation when inserting into budget_limits) reported by @HedgehogRidingAnOwl 
+- [Issue 8858](https://github.com/firefly-iii/firefly-iii/issues/8858) (A single Account constantly loses its Account NUmber / IBAN ) reported by @ypsilonkah
+
+### API
+
+- New filters for the v2 autocomplete endpoints.
+- Various attempts to make a better v2 accounts endpoint.
+
 ## 6.1.15 - 2024-04-24
 
 ### Fixed

composer.json

@@ -87,6 +87,8 @@
         "guzzlehttp/guzzle": "^7.8",
         "jc5/google2fa-laravel": "^2.0",
         "jc5/recovery": "^2",
+        "laravel-json-api/laravel": "^4.0",
+        "laravel-json-api/non-eloquent": "^4.0",
         "laravel/framework": "^11",
         "laravel/passport": "^12",
         "laravel/sanctum": "^4",
@@ -101,7 +103,6 @@
         "psr/log": "<4",
         "ramsey/uuid": "^4.7",
         "rcrowe/twigbridge": "^0.14",
-        "twig/twig": "3.8.0",
         "spatie/laravel-html": "^3.2",
         "spatie/laravel-ignition": "^2",
         "spatie/period": "^2.4",
@@ -116,6 +117,7 @@
         "fakerphp/faker": "1.*",
         "filp/whoops": "2.*",
         "larastan/larastan": "^2",
+        "laravel-json-api/testing": "^3.0",
         "mockery/mockery": "1.*",
         "phpstan/extension-installer": "^1.3",
         "phpstan/phpstan": "^1.10",