Merge branch 'release/v6.0.26'

v6.0.25

.ci/php-cs-fixer/composer.lock

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@@ -1523,7 +1319,7 @@
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             "extra": {
                 "branch-alias": {
-                    "dev-main": "1.27-dev"
+                    "dev-main": "1.28-dev"
                 },
                 "thanks": {
                     "name": "symfony/polyfill",
@@ -1562,7 +1358,7 @@
                 "shim"
             ],
             "support": {
-                "source": "https://github.com/symfony/polyfill-mbstring/tree/v1.27.0"
+                "source": "https://github.com/symfony/polyfill-mbstring/tree/v1.28.0"
             },
             "funding": [
                 {
@@ -1578,20 +1374,20 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2022-11-03T14:55:06+00:00"
+            "time": "2023-07-28T09:04:16+00:00"
         },
         {
             "name": "symfony/polyfill-php80",
-            "version": "v1.27.0",
+            "version": "v1.28.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/polyfill-php80.git",
-                "reference": "7a6ff3f1959bb01aefccb463a0f2cd3d3d2fd936"
+                "reference": "6caa57379c4aec19c0a12a38b59b26487dcfe4b5"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/polyfill-php80/zipball/7a6ff3f1959bb01aefccb463a0f2cd3d3d2fd936",
-                "reference": "7a6ff3f1959bb01aefccb463a0f2cd3d3d2fd936",
+                "url": "https://api.github.com/repos/symfony/polyfill-php80/zipball/6caa57379c4aec19c0a12a38b59b26487dcfe4b5",
+                "reference": "6caa57379c4aec19c0a12a38b59b26487dcfe4b5",
                 "shasum": ""
             },
             "require": {
@@ -1600,7 +1396,7 @@
             "type": "library",
             "extra": {
                 "branch-alias": {
-                    "dev-main": "1.27-dev"
+                    "dev-main": "1.28-dev"
                 },
                 "thanks": {
                     "name": "symfony/polyfill",
@@ -1645,7 +1441,7 @@
                 "shim"
             ],
             "support": {
-                "source": "https://github.com/symfony/polyfill-php80/tree/v1.27.0"
+                "source": "https://github.com/symfony/polyfill-php80/tree/v1.28.0"
             },
             "funding": [
                 {
@@ -1661,20 +1457,20 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2022-11-03T14:55:06+00:00"
+            "time": "2023-01-26T09:26:14+00:00"
         },
         {
             "name": "symfony/polyfill-php81",
-            "version": "v1.27.0",
+            "version": "v1.28.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/polyfill-php81.git",
-                "reference": "707403074c8ea6e2edaf8794b0157a0bfa52157a"
+                "reference": "7581cd600fa9fd681b797d00b02f068e2f13263b"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/polyfill-php81/zipball/707403074c8ea6e2edaf8794b0157a0bfa52157a",
-                "reference": "707403074c8ea6e2edaf8794b0157a0bfa52157a",
+                "url": "https://api.github.com/repos/symfony/polyfill-php81/zipball/7581cd600fa9fd681b797d00b02f068e2f13263b",
+                "reference": "7581cd600fa9fd681b797d00b02f068e2f13263b",
                 "shasum": ""
             },
             "require": {
@@ -1683,7 +1479,7 @@
             "type": "library",
             "extra": {
                 "branch-alias": {
-                    "dev-main": "1.27-dev"
+                    "dev-main": "1.28-dev"
                 },
                 "thanks": {
                     "name": "symfony/polyfill",
@@ -1724,7 +1520,7 @@
                 "shim"
             ],
             "support": {
-                "source": "https://github.com/symfony/polyfill-php81/tree/v1.27.0"
+                "source": "https://github.com/symfony/polyfill-php81/tree/v1.28.0"
             },
             "funding": [
                 {
@@ -1740,20 +1536,20 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2022-11-03T14:55:06+00:00"
+            "time": "2023-01-26T09:26:14+00:00"
         },
         {
             "name": "symfony/process",
-            "version": "v6.3.0",
+            "version": "v6.3.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/process.git",
-                "reference": "8741e3ed7fe2e91ec099e02446fb86667a0f1628"
+                "reference": "0b5c29118f2e980d455d2e34a5659f4579847c54"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/process/zipball/8741e3ed7fe2e91ec099e02446fb86667a0f1628",
-                "reference": "8741e3ed7fe2e91ec099e02446fb86667a0f1628",
+                "url": "https://api.github.com/repos/symfony/process/zipball/0b5c29118f2e980d455d2e34a5659f4579847c54",
+                "reference": "0b5c29118f2e980d455d2e34a5659f4579847c54",
                 "shasum": ""
             },
             "require": {
@@ -1785,7 +1581,7 @@
             "description": "Executes commands in sub-processes",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/process/tree/v6.3.0"
+                "source": "https://github.com/symfony/process/tree/v6.3.4"
             },
             "funding": [
                 {
@@ -1801,7 +1597,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2023-05-19T08:06:44+00:00"
+            "time": "2023-08-07T10:39:22+00:00"
         },
         {
             "name": "symfony/service-contracts",
@@ -1949,16 +1745,16 @@
         },
         {
             "name": "symfony/string",
-            "version": "v6.3.0",
+            "version": "v6.3.2",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/string.git",
-                "reference": "f2e190ee75ff0f5eced645ec0be5c66fac81f51f"
+                "reference": "53d1a83225002635bca3482fcbf963001313fb68"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/string/zipball/f2e190ee75ff0f5eced645ec0be5c66fac81f51f",
-                "reference": "f2e190ee75ff0f5eced645ec0be5c66fac81f51f",
+                "url": "https://api.github.com/repos/symfony/string/zipball/53d1a83225002635bca3482fcbf963001313fb68",
+                "reference": "53d1a83225002635bca3482fcbf963001313fb68",
                 "shasum": ""
             },
             "require": {
@@ -2015,7 +1811,7 @@
                 "utf8"
             ],
             "support": {
-                "source": "https://github.com/symfony/string/tree/v6.3.0"
+                "source": "https://github.com/symfony/string/tree/v6.3.2"
             },
             "funding": [
                 {
@@ -2031,7 +1827,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2023-03-21T21:06:29+00:00"
+            "time": "2023-07-05T08:41:27+00:00"
         }
     ],
     "packages-dev": [],

.editorconfig

@@ -0,0 +1,18 @@
+root = true
+
+[*]
+charset = utf-8
+end_of_line = lf
+indent_size = 4
+indent_style = space
+insert_final_newline = true
+trim_trailing_whitespace = true
+
+[*.md]
+trim_trailing_whitespace = false
+
+[*.{yml,yaml}]
+indent_size = 2
+
+[docker-compose.yml]
+indent_size = 4

.env.example

@@ -45,12 +45,6 @@ TRUSTED_PROXIES=
 # Default setting 'stack' will log to 'daily' and to 'stdout' at the same time.
 LOG_CHANNEL=stack
 
-#
-# Used when logging to papertrail:
-#
-PAPERTRAIL_HOST=
-PAPERTRAIL_PORT=
-
 # Log level. You can set this from least severe to most severe:
 # debug, info, notice, warning, error, critical, alert, emergency
 # If you set it to debug your logs will grow large, and fast. If you set it to emergency probably
@@ -58,8 +52,30 @@ PAPERTRAIL_PORT=
 APP_LOG_LEVEL=notice
 
 # Audit log level.
-# Set this to "emergency" if you dont want to store audit logs, leave on info otherwise.
-AUDIT_LOG_LEVEL=info
+# The audit log is used to log notable Firefly III events on a separate channel.
+# These log entries may contain sensitive financial information.
+# The audit log is disabled by default.
+#
+# To enable it, set AUDIT_LOG_LEVEL to "info"
+# To disable it, set AUDIT_LOG_LEVEL to "emergency"
+AUDIT_LOG_LEVEL=emergency
+
+#
+# If you want, you can redirect the audit logs to another channel.
+# Set 'audit_stdout', 'audit_syslog', 'audit_errorlog' to log to the system itself.
+# Use audit_daily to log to a rotating file.
+# Use audit_papertrail to log to papertrail.
+#
+# If you do this, the audit logs may be mixed with normal logs because the settings for these channels
+# are often the same as the settings for the normal logs.
+AUDIT_LOG_CHANNEL=
+
+#
+# Used when logging to papertrail:
+# Also used when audit logs log to papertrail:
+#
+PAPERTRAIL_HOST=
+PAPERTRAIL_PORT=
 
 # Database credentials. Make sure the database exists. I recommend a dedicated user for Firefly III
 # For other database types, please see the FAQ: https://docs.firefly-iii.org/firefly-iii/faq/self-hosted/#i-want-to-use-sqlite

.gitattributes

@@ -1,8 +1,11 @@
-* text=auto
-*.css linguist-vendored
-*.scss linguist-vendored
-*.js linguist-vendored
+* text=auto eol=lf
+
+*.blade.php diff=html
+*.css diff=css
+*.html diff=html
+*.md diff=markdown
+*.php diff=php
+
+/.github export-ignore
 CHANGELOG.md export-ignore
-/tests       export-ignore
-/phpunit.xml export-ignore
-/.ci export-ignore
+.styleci.yml export-ignore

.github/workflows/closed-issues.yml

@@ -11,12 +11,14 @@ jobs:
         with:
           message: |
             Hi there! This is an automatic reply. `Share and enjoy`
-            
-            This issue is now 🔒 closed. Please be aware that closed issues are **not** watched.
-            
-            - If the original bug is not actually fixed, please feel free to open [a new issue](https://github.com/firefly-iii/firefly-iii/issues/new/choose). Please refer to this issue for clarity.
+
+            This issue is now 🔒 closed. Please be aware that closed issues are not monitored by the developer of Firefly III.
+
+            - If the original bug is not actually fixed, please open [a new issue](https://github.com/firefly-iii/firefly-iii/issues/new/choose). Refer to this issue for clarity.
             - Follow-up questions must be posted in a new [discussion](https://github.com/firefly-iii/firefly-iii/discussions/)
-            - Further replies to this issue will get **no response**.
-            
+            - Further replies to this issue may get no response.
+
+            If there is more to discuss, please open [a new issue](https://github.com/firefly-iii/firefly-iii/issues/new/choose) or [discussion](https://github.com/firefly-iii/firefly-iii/discussions/).
+
             Thank you for your contributions.
           repo-token: "${{ secrets.GITHUB_TOKEN }}"

.htaccess

@@ -8,7 +8,5 @@
 # To hide directory listing
 Options All -Indexes
 
-# To prevent access to .env and other files
-<Files .*>
-    Deny from all
-</Files>
+# To prevent access any file
+Deny from all

app/Api/V1/Controllers/Autocomplete/AccountController.php

@@ -105,7 +105,7 @@ class AccountController extends Controller
                 'name'                    => $account->name,
                 'name_with_balance'       => $nameWithBalance,
                 'type'                    => $account->accountType->type,
-                'currency_id'             => $currency->id,
+                'currency_id'             => (string)$currency->id,
                 'currency_name'           => $currency->name,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,

app/Api/V1/Controllers/Controller.php

@@ -102,6 +102,7 @@ abstract class Controller extends BaseController
             } catch (BadRequestException $e) {
                 Log::error(sprintf('Request field "%s" contains a non-scalar value. Value set to NULL.', $field));
                 Log::error($e->getMessage());
+                Log::error($e->getTraceAsString());
                 $value = null;
             }
             $obj = null;
@@ -130,6 +131,7 @@ abstract class Controller extends BaseController
             } catch (BadRequestException $e) {
                 Log::error(sprintf('Request field "%s" contains a non-scalar value. Value set to NULL.', $integer));
                 Log::error($e->getMessage());
+                Log::error($e->getTraceAsString());
                 $value = null;
             }
             if (null !== $value) {
@@ -154,6 +156,7 @@ abstract class Controller extends BaseController
         } catch (BadRequestException $e) {
             Log::error('Request field "sort" contains a non-scalar value. Value set to NULL.');
             Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
             $param = '';
         }
         if ('' === $param) {

app/Api/V1/Controllers/Models/Transaction/ShowController.php

@@ -80,7 +80,7 @@ class ShowController extends Controller
             ->setPage($this->parameters->get('page'))
             // set types of transactions to return.
             ->setTypes($types);
-        if (null !== $this->parameters->get('start') && null !== $this->parameters->get('end')) {
+        if (null !== $this->parameters->get('start') || null !== $this->parameters->get('end')) {
             $collector->setRange($this->parameters->get('start'), $this->parameters->get('end'));
         }
         $paginator = $collector->getPaginatedGroups();

app/Api/V1/Controllers/Models/Transaction/UpdateController.php

@@ -78,7 +78,8 @@ class UpdateController extends Controller
     public function update(UpdateRequest $request, TransactionGroup $transactionGroup): JsonResponse
     {
         Log::debug('Now in update routine for transaction group!');
-        $data             = $request->getAll();
+        $data = $request->getAll();
+
         $transactionGroup = $this->groupRepository->update($transactionGroup, $data);
         $manager          = $this->getManager();
 

app/Api/V1/Controllers/Summary/BasicController.php

@@ -190,7 +190,7 @@ class BasicController extends Controller
                 'key'                     => sprintf('balance-in-%s', $currency->code),
                 'title'                   => trans('firefly.box_balance_in_currency', ['currency' => $currency->symbol]),
                 'monetary_value'          => $sums[$currencyId] ?? '0',
-                'currency_id'             => $currency->id,
+                'currency_id'             => (string)$currency->id,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
@@ -203,7 +203,7 @@ class BasicController extends Controller
                 'key'                     => sprintf('spent-in-%s', $currency->code),
                 'title'                   => trans('firefly.box_spent_in_currency', ['currency' => $currency->symbol]),
                 'monetary_value'          => $expenses[$currencyId] ?? '0',
-                'currency_id'             => $currency->id,
+                'currency_id'             => (string)$currency->id,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
@@ -215,7 +215,7 @@ class BasicController extends Controller
                 'key'                     => sprintf('earned-in-%s', $currency->code),
                 'title'                   => trans('firefly.box_earned_in_currency', ['currency' => $currency->symbol]),
                 'monetary_value'          => $incomes[$currencyId] ?? '0',
-                'currency_id'             => $currency->id,
+                'currency_id'             => (string)$currency->id,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
@@ -253,7 +253,7 @@ class BasicController extends Controller
                 'key'                     => sprintf('bills-paid-in-%s', $info['code']),
                 'title'                   => trans('firefly.box_bill_paid_in_currency', ['currency' => $info['symbol']]),
                 'monetary_value'          => $amount,
-                'currency_id'             => $info['id'],
+                'currency_id'             => (string)$info['id'],
                 'currency_code'           => $info['code'],
                 'currency_symbol'         => $info['symbol'],
                 'currency_decimal_places' => $info['decimal_places'],
@@ -272,7 +272,7 @@ class BasicController extends Controller
                 'key'                     => sprintf('bills-unpaid-in-%s', $info['code']),
                 'title'                   => trans('firefly.box_bill_unpaid_in_currency', ['currency' => $info['symbol']]),
                 'monetary_value'          => $amount,
-                'currency_id'             => $info['id'],
+                'currency_id'             => (string)$info['id'],
                 'currency_code'           => $info['code'],
                 'currency_symbol'         => $info['symbol'],
                 'currency_decimal_places' => $info['decimal_places'],
@@ -302,7 +302,7 @@ class BasicController extends Controller
 
         foreach ($spent as $row) {
             // either an amount was budgeted or 0 is available.
-            $amount          = $available[$row['currency_id']] ?? '0';
+            $amount          = (string)($available[$row['currency_id']] ?? '0');
             $spentInCurrency = $row['sum'];
             $leftToSpend     = bcadd($amount, $spentInCurrency);
 
@@ -316,22 +316,17 @@ class BasicController extends Controller
                 'key'                     => sprintf('left-to-spend-in-%s', $row['currency_code']),
                 'title'                   => trans('firefly.box_left_to_spend_in_currency', ['currency' => $row['currency_symbol']]),
                 'monetary_value'          => $leftToSpend,
-                'currency_id'             => $row['currency_id'],
+                'currency_id'             => (string)$row['currency_id'],
                 'currency_code'           => $row['currency_code'],
                 'currency_symbol'         => $row['currency_symbol'],
                 'currency_decimal_places' => $row['currency_decimal_places'],
                 'value_parsed'            => app('amount')->formatFlat($row['currency_symbol'], $row['currency_decimal_places'], $leftToSpend, false),
                 'local_icon'              => 'money',
-                'sub_title'               => (string)trans(
-                    'firefly.box_spend_per_day',
-                    [
-                        'amount' => app('amount')->formatFlat(
-                            $row['currency_symbol'],
-                            $row['currency_decimal_places'],
-                            $perDay,
-                            false
-                        ),
-                    ]
+                'sub_title'               => app('amount')->formatFlat(
+                    $row['currency_symbol'],
+                    $row['currency_decimal_places'],
+                    $perDay,
+                    false
                 ),
             ];
         }
@@ -386,7 +381,7 @@ class BasicController extends Controller
                 'key'                     => sprintf('net-worth-in-%s', $currency->code),
                 'title'                   => trans('firefly.box_net_worth_in_currency', ['currency' => $currency->symbol]),
                 'monetary_value'          => $amount,
-                'currency_id'             => $currency->id,
+                'currency_id'             => (string)$currency->id,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,

app/Api/V1/Controllers/System/CronController.php

@@ -58,7 +58,7 @@ class CronController extends Controller
         $return                           = [];
         $return['recurring_transactions'] = $this->runRecurring($config['force'], $config['date']);
         $return['auto_budgets']           = $this->runAutoBudget($config['force'], $config['date']);
-        if (true === config('cer.enabled')) {
+        if (true === config('cer.download_enabled')) {
             $return['exchange_rates'] = $this->exchangeRatesCronJob($config['force'], $config['date']);
         }
         $return['bill_warnings'] = $this->billWarningCronJob($config['force'], $config['date']);

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

@@ -30,10 +30,10 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
 use FireflyIII\Models\AccountType;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
-use FireflyIII\Repositories\Administration\Account\AccountRepositoryInterface as AdminAccountRepositoryInterface;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface as AdminAccountRepositoryInterface;
 use FireflyIII\Support\Http\Api\AccountFilter;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use Illuminate\Http\JsonResponse;
-use JsonException;
 
 /**
  * Class AccountController
@@ -41,6 +41,7 @@ use JsonException;
 class AccountController extends Controller
 {
     use AccountFilter;
+    use ValidatesUserGroupTrait;
 
     private AdminAccountRepositoryInterface $adminRepository;
     private array                           $balanceTypes;
@@ -57,6 +58,11 @@ class AccountController extends Controller
                 $this->repository      = app(AccountRepositoryInterface::class);
                 $this->adminRepository = app(AdminAccountRepositoryInterface::class);
 
+                $userGroup = $this->validateUserGroup($request);
+                if (null !== $userGroup) {
+                    $this->adminRepository->setUserGroup($userGroup);
+                }
+
                 return $next($request);
             }
         );
@@ -65,12 +71,16 @@ class AccountController extends Controller
 
     /**
      * Documentation for this endpoint:
-     * TODO endpoint is not documented.
+     * 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
      *
      * @param AutocompleteRequest $request
      *
      * @return JsonResponse
-     * @throws JsonException
      * @throws FireflyException
      * @throws FireflyException
      */
@@ -79,8 +89,7 @@ class AccountController extends Controller
         $data  = $request->getData();
         $types = $data['types'];
         $query = $data['query'];
-        $date  = $data['date'] ?? today(config('app.timezone'));
-        $this->adminRepository->setAdministrationId($data['administration_id']);
+        $date  = $this->parameters->get('date') ?? today(config('app.timezone'));
 
         $return          = [];
         $result          = $this->adminRepository->searchAccount((string)$query, $types, $data['limit']);
@@ -101,7 +110,7 @@ class AccountController extends Controller
                 'name'                    => $account->name,
                 'name_with_balance'       => $nameWithBalance,
                 'type'                    => $account->accountType->type,
-                'currency_id'             => $currency->id,
+                'currency_id'             => (string)$currency->id,
                 'currency_name'           => $currency->name,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,

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

@@ -27,11 +27,13 @@ namespace FireflyIII\Api\V2\Controllers\Chart;
 use Carbon\Carbon;
 use FireflyIII\Api\V2\Controllers\Controller;
 use FireflyIII\Api\V2\Request\Generic\DateRequest;
+use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
 use FireflyIII\Models\AccountType;
-use FireflyIII\Repositories\Administration\Account\AccountRepositoryInterface;
-use FireflyIII\Support\Http\Api\ConvertsExchangeRates;
-use FireflyIII\User;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use Illuminate\Http\JsonResponse;
 use Psr\Container\ContainerExceptionInterface;
 use Psr\Container\NotFoundExceptionInterface;
@@ -41,7 +43,8 @@ use Psr\Container\NotFoundExceptionInterface;
  */
 class AccountController extends Controller
 {
-    use ConvertsExchangeRates;
+    use CleansChartData;
+    use ValidatesUserGroupTrait;
 
     private AccountRepositoryInterface $repository;
 
@@ -54,6 +57,10 @@ class AccountController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->repository = app(AccountRepositoryInterface::class);
+                $userGroup        = $this->validateUserGroup($request);
+                if (null !== $userGroup) {
+                    $this->repository->setUserGroup($userGroup);
+                }
 
                 return $next($request);
             }
@@ -66,39 +73,38 @@ class AccountController extends Controller
      *
      * 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
+     *
      * @param DateRequest $request
      *
      * @return JsonResponse
      * @throws ContainerExceptionInterface
      * @throws NotFoundExceptionInterface
+     * @throws FireflyException
      */
     public function dashboard(DateRequest $request): JsonResponse
     {
-        // parameters for chart:
-        $dates = $request->getAll();
         /** @var Carbon $start */
-        $start = $dates['start'];
+        $start = $this->parameters->get('start');
         /** @var Carbon $end */
-        $end = $dates['end'];
-        /** @var User $user */
-        $user = auth()->user();
-
-        // group ID
-        $administrationId = $user->getAdministrationId();
-        $this->repository->setAdministrationId($administrationId);
+        $end = $this->parameters->get('end');
+        $end->endOfDay();
 
         // user's preferences
         $defaultSet = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT])->pluck('id')->toArray();
         $frontPage  = app('preferences')->get('frontPageAccounts', $defaultSet);
-        $default    = app('amount')->getDefaultCurrency();
-        $accounts   = $this->repository->getAccountsById($frontPage->data);
-        $chartData  = [];
+        /** @var TransactionCurrency $default */
+        $default   = app('amount')->getDefaultCurrency();
+        $accounts  = $this->repository->getAccountsById($frontPage->data);
+        $chartData = [];
 
         if (!(is_array($frontPage->data) && count($frontPage->data) > 0)) {
             $frontPage->data = $defaultSet;
             $frontPage->save();
         }
-
         /** @var Account $account */
         foreach ($accounts as $account) {
             $currency = $this->repository->getAccountCurrency($account);
@@ -113,15 +119,16 @@ class AccountController extends Controller
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
 
-                // the default currency of the user (may be the same!)
-                'native_id'               => $default->id,
+                // the default currency of the user (could be the same!)
+                'native_id'               => (string)$default->id,
                 'native_code'             => $default->code,
                 'native_symbol'           => $default->symbol,
-                'native_decimal_places'   => $default->decimal_places,
-                'start_date'              => $start->toAtomString(),
-                'end_date'                => $end->toAtomString(),
+                'native_decimal_places'   => (int)$default->decimal_places,
+                'start'                   => $start->toAtomString(),
+                'end'                     => $end->toAtomString(),
+                'period'                  => '1D',
                 'entries'                 => [],
-                'converted_entries'       => [],
+                'native_entries'          => [],
             ];
             $currentStart   = clone $start;
             $range          = app('steam')->balanceInRange($account, $start, clone $end, $currency);
@@ -138,13 +145,13 @@ class AccountController extends Controller
                 $previousConverted = $balanceConverted;
 
                 $currentStart->addDay();
-                $currentSet['entries'][$label]           = $balance;
-                $currentSet['converted_entries'][$label] = $balanceConverted;
+                $currentSet['entries'][$label]        = $balance;
+                $currentSet['native_entries'][$label] = $balanceConverted;
             }
-            $currentSet  = $this->cerChartSet($currentSet);
             $chartData[] = $currentSet;
         }
 
-        return response()->json($chartData);
+        return response()->json($this->clean($chartData));
     }
+
 }

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

@@ -0,0 +1,262 @@
+<?php
+
+
+/*
+ * BalanceController.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\Controllers\Chart;
+
+use Carbon\Carbon;
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\Chart\BalanceChartRequest;
+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\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\ExchangeRateConverter;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Collection;
+
+/**
+ * Class BalanceController
+ */
+class BalanceController extends Controller
+{
+    use CleansChartData;
+
+    private AccountRepositoryInterface $repository;
+
+    /**
+     *
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(AccountRepositoryInterface::class);
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * The code is practically a duplicate of ReportController::operations.
+     *
+     * Currency is up to the account/transactions in question, but conversion to the default
+     * currency is possible.
+     *
+     * 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
+     *
+     * @param BalanceChartRequest $request
+     *
+     * @return JsonResponse
+     * @throws FireflyException
+     */
+    public function balance(BalanceChartRequest $request): JsonResponse
+    {
+        $params = $request->getAll();
+        /** @var Carbon $start */
+        $start = $this->parameters->get('start');
+        /** @var Carbon $end */
+        $end = $this->parameters->get('end');
+        $end->endOfDay();
+        /** @var Collection $accounts */
+        $accounts       = $params['accounts'];
+        $preferredRange = $params['period'];
+
+        // set some formats, based on input parameters.
+        $format = app('navigation')->preferredCarbonFormatByPeriod($preferredRange);
+
+        // prepare for currency conversion and data collection:
+        $ids = $accounts->pluck('id')->toArray();
+        /** @var TransactionCurrency $default */
+        $default    = app('amount')->getDefaultCurrency();
+        $converter  = new ExchangeRateConverter();
+        $currencies = [(int)$default->id => $default,]; // currency cache
+        $data       = [];
+        $chartData  = [];
+
+        // 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();
+
+        // set array for default currency (even if unused later on)
+        $defaultCurrencyId        = (int)$default->id;
+        $data[$defaultCurrencyId] = [
+            'currency_id'             => (string)$defaultCurrencyId,
+            'currency_symbol'         => $default->symbol,
+            'currency_code'           => $default->code,
+            'currency_name'           => $default->name,
+            'currency_decimal_places' => (int)$default->decimal_places,
+            'native_id'               => (string)$defaultCurrencyId,
+            'native_symbol'           => $default->symbol,
+            'native_code'             => $default->code,
+            'native_name'             => $default->name,
+            'native_decimal_places'   => (int)$default->decimal_places,
+        ];
+
+
+        // loop. group by currency and by period.
+        /** @var array $journal */
+        foreach ($journals as $journal) {
+            // format the date according to the period
+            $period = $journal['date']->format($format);
+
+            // collect (and cache) currency information for this journal.
+            $currencyId              = (int)$journal['currency_id'];
+            $currency                = $currencies[$currencyId] ?? TransactionCurrency::find($currencyId);
+            $currencies[$currencyId] = $currency; // may just re-assign itself, don't mind.
+
+            // set the array with monetary info, if it does not exist.
+            $data[$currencyId] = $data[$currencyId] ?? [
+                'currency_id'             => (string)$currencyId,
+                'currency_symbol'         => $journal['currency_symbol'],
+                'currency_code'           => $journal['currency_code'],
+                'currency_name'           => $journal['currency_name'],
+                'currency_decimal_places' => $journal['currency_decimal_places'],
+                // native currency info (could be the same)
+                'native_id'               => (string)$default->id,
+                'native_code'             => $default->code,
+                'native_symbol'           => $default->symbol,
+                'native_decimal_places'   => (int)$default->decimal_places,
+            ];
+
+            // set the array (in monetary info) with spent/earned in this $period, if it does not exist.
+            $data[$currencyId][$period] = $data[$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'], $ids, true)
+                )
+            ) {
+                $key    = 'earned';
+                $amount = app('steam')->positive($journal['amount']);
+            }
+            // get conversion rate
+            $rate            = $converter->getCurrencyRate($currency, $default, $journal['date']);
+            $amountConverted = bcmul($amount, $rate);
+
+            // perhaps transaction already has the foreign amount in the native currency.
+            if ((int)$journal['foreign_currency_id'] === (int)$default->id) {
+                $amountConverted = $journal['foreign_amount'] ?? '0';
+                $amountConverted = 'earned' === $key ? app('steam')->positive($amountConverted) : app('steam')->negative($amountConverted);
+            }
+
+            // add normal entry
+            $data[$currencyId][$period][$key] = bcadd($data[$currencyId][$period][$key], $amount);
+
+            // add converted entry
+            $convertedKey                              = sprintf('native_%s', $key);
+            $data[$currencyId][$period][$convertedKey] = bcadd($data[$currencyId][$period][$convertedKey], $amountConverted);
+        }
+
+        // loop this data, make chart bars for each currency:
+        /** @var array $currency */
+        foreach ($data as $currency) {
+            // income and expense array prepped:
+            $income  = [
+                'label'                   => 'earned',
+                'currency_id'             => (string)$currency['currency_id'],
+                'currency_symbol'         => $currency['currency_symbol'],
+                'currency_code'           => $currency['currency_code'],
+                'currency_decimal_places' => $currency['currency_decimal_places'],
+                'native_id'               => (string)$currency['native_id'],
+                'native_symbol'           => $currency['native_symbol'],
+                'native_code'             => $currency['native_code'],
+                'native_decimal_places'   => $currency['native_decimal_places'],
+                'start'                   => $start->toAtomString(),
+                'end'                     => $end->toAtomString(),
+                'period'                  => $preferredRange,
+                'entries'                 => [],
+                'native_entries'          => [],
+            ];
+            $expense = [
+                'label'                   => 'spent',
+                'currency_id'             => (string)$currency['currency_id'],
+                'currency_symbol'         => $currency['currency_symbol'],
+                'currency_code'           => $currency['currency_code'],
+                'currency_decimal_places' => $currency['currency_decimal_places'],
+                'native_id'               => (string)$currency['native_id'],
+                'native_symbol'           => $currency['native_symbol'],
+                'native_code'             => $currency['native_code'],
+                'native_decimal_places'   => $currency['native_decimal_places'],
+                'start'                   => $start->toAtomString(),
+                'end'                     => $end->toAtomString(),
+                'period'                  => $preferredRange,
+                'entries'                 => [],
+                'native_entries'          => [],
+
+            ];
+            // loop all possible periods between $start and $end, and add them to the correct dataset.
+            $currentStart = clone $start;
+            while ($currentStart <= $end) {
+                $key   = $currentStart->format($format);
+                $label = $currentStart->toAtomString();
+                // normal entries
+                $income['entries'][$label]  = app('steam')->bcround(($currency[$key]['earned'] ?? '0'), $currency['currency_decimal_places']);
+                $expense['entries'][$label] = app('steam')->bcround(($currency[$key]['spent'] ?? '0'), $currency['currency_decimal_places']);
+
+                // converted entries
+                $income['native_entries'][$label]  = app('steam')->bcround(($currency[$key]['native_earned'] ?? '0'), $currency['native_decimal_places']);
+                $expense['native_entries'][$label] = app('steam')->bcround(($currency[$key]['native_spent'] ?? '0'), $currency['native_decimal_places']);
+
+                // next loop
+                $currentStart = app('navigation')->addPeriod($currentStart, $preferredRange, 0);
+            }
+
+            $chartData[] = $income;
+            $chartData[] = $expense;
+        }
+        return response()->json($this->clean($chartData));
+    }
+
+}

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

@@ -0,0 +1,316 @@
+<?php
+
+
+/*
+ * BudgetController.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\Controllers\Chart;
+
+use Carbon\Carbon;
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\Generic\DateRequest;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Models\Budget;
+use FireflyIII\Models\BudgetLimit;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Repositories\UserGroups\Budget\BudgetRepositoryInterface;
+use FireflyIII\Repositories\UserGroups\Budget\OperationsRepositoryInterface;
+use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
+use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\ExchangeRateConverter;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use FireflyIII\User;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Collection;
+
+/**
+ * Class BudgetController
+ */
+class BudgetController extends Controller
+{
+    use CleansChartData;
+    use ValidatesUserGroupTrait;
+
+    protected OperationsRepositoryInterface $opsRepository;
+    private BudgetLimitRepositoryInterface  $blRepository;
+    private array                           $currencies = [];
+    private TransactionCurrency             $currency;
+    private BudgetRepositoryInterface       $repository;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository    = app(BudgetRepositoryInterface::class);
+                $this->blRepository  = app(BudgetLimitRepositoryInterface::class);
+                $this->opsRepository = app(OperationsRepositoryInterface::class);
+                $this->currency      = app('amount')->getDefaultCurrency();
+
+                $userGroup = $this->validateUserGroup($request);
+                if (null !== $userGroup) {
+                    $this->repository->setUserGroup($userGroup);
+                    $this->opsRepository->setUserGroup($userGroup);
+                }
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * @param DateRequest $request
+     *
+     * TODO see autocomplete/accountcontroller
+     *
+     * @return JsonResponse
+     * @throws FireflyException
+     */
+    public function dashboard(DateRequest $request): JsonResponse
+    {
+        $params = $request->getAll();
+        /** @var Carbon $start */
+        $start = $params['start'];
+        /** @var Carbon $end */
+        $end = $params['end'];
+
+        // code from FrontpageChartGenerator, but not in separate class
+        $budgets = $this->repository->getActiveBudgets();
+        $data    = [];
+        /** @var Budget $budget */
+        foreach ($budgets as $budget) {
+            // could return multiple arrays, so merge.
+            $data = array_merge($data, $this->processBudget($budget, $start, $end));
+        }
+        return response()->json($this->clean($data));
+    }
+
+    /**
+     * @param Budget $budget
+     * @param Carbon $start
+     * @param Carbon $end
+     *
+     * @return array
+     * @throws FireflyException
+     */
+    private function processBudget(Budget $budget, Carbon $start, Carbon $end): array
+    {
+        // get all limits:
+        $limits = $this->blRepository->getBudgetLimits($budget, $start, $end);
+        $rows   = [];
+
+        // if no limits
+        if (0 === $limits->count()) {
+            // return as a single item in an array
+            $rows = $this->noBudgetLimits($budget, $start, $end);
+        }
+        if ($limits->count() > 0) {
+            $rows = $this->budgetLimits($budget, $limits);
+        }
+        // is always an array
+        $return = [];
+        foreach ($rows as $row) {
+            $current  = [
+                'label'                   => $budget->name,
+                'currency_id'             => (string)$row['currency_id'],
+                'currency_code'           => $row['currency_code'],
+                'currency_name'           => $row['currency_name'],
+                'currency_decimal_places' => $row['currency_decimal_places'],
+                'native_id'               => (string)$row['native_id'],
+                'native_code'             => $row['native_code'],
+                'native_name'             => $row['native_name'],
+                'native_decimal_places'   => $row['native_decimal_places'],
+                'period'                  => null,
+                'start'                   => $row['start'],
+                'end'                     => $row['end'],
+                'entries'                 => [
+                    'spent'     => $row['spent'],
+                    'left'      => $row['left'],
+                    'overspent' => $row['overspent'],
+                ],
+                'native_entries'          => [
+                    'spent'     => $row['native_spent'],
+                    'left'      => $row['native_left'],
+                    'overspent' => $row['native_overspent'],
+                ],
+            ];
+            $return[] = $current;
+        }
+        return $return;
+    }
+
+    /**
+     * When no budget limits are present, the expenses of the whole period are collected and grouped.
+     * This is grouped per currency. Because there is no limit set, "left to spend" and "overspent" are empty.
+     *
+     * @param Budget $budget
+     * @param Carbon $start
+     * @param Carbon $end
+     *
+     * @return array
+     * @throws FireflyException
+     */
+    private function noBudgetLimits(Budget $budget, Carbon $start, Carbon $end): array
+    {
+        $budgetId = (int)$budget->id;
+        $spent    = $this->opsRepository->listExpenses($start, $end, null, new Collection([$budget]));
+        return $this->processExpenses($budgetId, $spent, $start, $end);
+    }
+
+    /**
+     * Shared between the "noBudgetLimits" function and "processLimit".
+     *
+     * Will take a single set of expenses and return its info.
+     *
+     * @param int   $budgetId
+     * @param array $array
+     *
+     * @return array
+     * @throws FireflyException
+     */
+    private function processExpenses(int $budgetId, array $array, Carbon $start, Carbon $end): array
+    {
+        $converter = new ExchangeRateConverter();
+        $return    = [];
+
+        /**
+         * This array contains the expenses in this budget. Grouped per currency.
+         * The grouping is on the main currency only.
+         *
+         * @var int   $currencyId
+         * @var array $block
+         */
+        foreach ($array as $currencyId => $block) {
+            $this->currencies[$currencyId] = $this->currencies[$currencyId] ?? TransactionCurrency::find($currencyId);
+            $return[$currencyId]           = $return[$currencyId] ?? [
+                'currency_id'             => (string)$currencyId,
+                'currency_code'           => $block['currency_code'],
+                'currency_name'           => $block['currency_name'],
+                'currency_symbol'         => $block['currency_symbol'],
+                'currency_decimal_places' => (int)$block['currency_decimal_places'],
+                'native_id'               => (string)$this->currency->id,
+                'native_code'             => $this->currency->code,
+                'native_name'             => $this->currency->name,
+                'native_symbol'           => $this->currency->symbol,
+                'native_decimal_places'   => (int)$this->currency->decimal_places,
+                'start'                   => $start->toAtomString(),
+                'end'                     => $end->toAtomString(),
+                'spent'                   => '0',
+                'native_spent'            => '0',
+                'left'                    => '0',
+                'native_left'             => '0',
+                'overspent'               => '0',
+                'native_overspent'        => '0',
+
+            ];
+            $currentBudgetArray            = $block['budgets'][$budgetId];
+            //var_dump($return);
+            /** @var array $journal */
+            foreach ($currentBudgetArray['transaction_journals'] as $journal) {
+
+                // convert the amount to the native currency.
+                $rate            = $converter->getCurrencyRate($this->currencies[$currencyId], $this->currency, $journal['date']);
+                $convertedAmount = bcmul($journal['amount'], $rate);
+                if ($journal['foreign_currency_id'] === $this->currency->id) {
+                    $convertedAmount = $journal['foreign_amount'];
+                }
+
+                $return[$currencyId]['spent']        = bcadd($return[$currencyId]['spent'], $journal['amount']);
+                $return[$currencyId]['native_spent'] = bcadd($return[$currencyId]['native_spent'], $convertedAmount);
+            }
+        }
+        return $return;
+    }
+
+    /**
+     * Function that processes each budget limit (per budget).
+     *
+     * If you have a budget limit in EUR, only transactions in EUR will be considered.
+     * If you have a budget limit in GBP, only transactions in GBP will be considered.
+     *
+     * If you have a budget limit in EUR, and a transaction in GBP, it will not be considered for the EUR budget limit.
+     *
+     * @param Budget     $budget
+     * @param Collection $limits
+     *
+     * @return array
+     * @throws FireflyException
+     */
+    private function budgetLimits(Budget $budget, Collection $limits): array
+    {
+        app('log')->debug(sprintf('Now in budgetLimits(#%d)', $budget->id));
+        $data = [];
+        /** @var BudgetLimit $limit */
+        foreach ($limits as $limit) {
+            $data = array_merge($data, $this->processLimit($budget, $limit));
+        }
+
+        return $data;
+    }
+
+    /**
+     * @param Budget      $budget
+     * @param BudgetLimit $limit
+     *
+     * @return array
+     * @throws FireflyException
+     */
+    private function processLimit(Budget $budget, BudgetLimit $limit): array
+    {
+        $budgetId = (int)$budget->id;
+        $end      = clone $limit->end_date;
+        $end->endOfDay();
+        $spent                = $this->opsRepository->listExpenses($limit->start_date, $end, null, new Collection([$budget]));
+        $limitCurrencyId      = (int)$limit->transaction_currency_id;
+        $limitCurrency        = $limit->transactionCurrency;
+        $converter            = new ExchangeRateConverter();
+        $filtered             = [];
+        $rate                 = $converter->getCurrencyRate($limitCurrency, $this->currency, $limit->start_date);
+        $convertedLimitAmount = bcmul($limit->amount, $rate);
+
+
+        /** @var array $entry */
+        foreach ($spent as $currencyId => $entry) {
+            // only spent the entry where the entry's currency matches the budget limit's currency
+            // so $filtered will only have 1 or 0 entries
+            if ($entry['currency_id'] === $limitCurrencyId) {
+                $filtered[$currencyId] = $entry;
+            }
+        }
+        $result = $this->processExpenses($budgetId, $filtered, $limit->start_date, $end);
+        if (1 === count($result)) {
+            $compare = bccomp((string)$limit->amount, app('steam')->positive($result[$limitCurrencyId]['spent']));
+            if (1 === $compare) {
+                // convert this amount into the native currency:
+                $result[$limitCurrencyId]['left']        = bcadd($limit->amount, $result[$limitCurrencyId]['spent']);
+                $result[$limitCurrencyId]['native_left'] = bcadd($convertedLimitAmount, $result[$limitCurrencyId]['native_spent']);
+            }
+            if ($compare <= 0) {
+                $result[$limitCurrencyId]['overspent']        = app('steam')->positive(bcadd($limit->amount, $result[$limitCurrencyId]['spent']));
+                $result[$limitCurrencyId]['native_overspent'] = app('steam')->positive(bcadd($convertedLimitAmount, $result[$limitCurrencyId]['native_spent']));
+            }
+        }
+        return $result;
+    }
+
+
+}

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

@@ -0,0 +1,144 @@
+<?php
+
+
+/*
+ * CategoryController.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\Controllers\Chart;
+
+use Carbon\Carbon;
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\Generic\DateRequest;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Models\AccountType;
+use FireflyIII\Models\TransactionType;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
+use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\ExchangeRateConverter;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use Illuminate\Http\JsonResponse;
+
+/**
+ * Class BudgetController
+ */
+class CategoryController extends Controller
+{
+    use CleansChartData;
+    use ValidatesUserGroupTrait;
+
+    private AccountRepositoryInterface  $accountRepos;
+    private CurrencyRepositoryInterface $currencyRepos;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->accountRepos  = app(AccountRepositoryInterface::class);
+                $this->currencyRepos = app(CurrencyRepositoryInterface::class);
+                $userGroup           = $this->validateUserGroup($request);
+                if (null !== $userGroup) {
+                    $this->accountRepos->setUserGroup($userGroup);
+                }
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * TODO may be worth to move to a handler but the data is simple enough.
+     * TODO see autoComplete/account controller
+     *
+     * @param DateRequest $request
+     *
+     * @return JsonResponse
+     * @throws FireflyException
+     */
+    public function dashboard(DateRequest $request): JsonResponse
+    {
+        /** @var Carbon $start */
+        $start = $this->parameters->get('start');
+        /** @var Carbon $end */
+        $end        = $this->parameters->get('end');
+        $accounts   = $this->accountRepos->getAccountsByType([AccountType::DEBT, AccountType::LOAN, AccountType::MORTGAGE, AccountType::ASSET, AccountType::DEFAULT]);
+        $default    = app('amount')->getDefaultCurrency();
+        $converter  = new ExchangeRateConverter();
+        $currencies = [];
+        $return     = [];
+
+        // get journals for entire period:
+        /** @var GroupCollectorInterface $collector */
+        $collector = app(GroupCollectorInterface::class);
+        $collector->setRange($start, $end)->withAccountInformation();
+        $collector->setXorAccounts($accounts)->withCategoryInformation();
+        $collector->setTypes([TransactionType::WITHDRAWAL, TransactionType::RECONCILIATION]);
+        $journals = $collector->getExtractedJournals();
+
+        /** @var array $journal */
+        foreach ($journals as $journal) {
+            $currencyId              = (int)$journal['currency_id'];
+            $currency                = $currencies[$currencyId] ?? $this->currencyRepos->find($currencyId);
+            $currencies[$currencyId] = $currency;
+            $categoryName            = null === $journal['category_name'] ? (string)trans('firefly.no_category') : $journal['category_name'];
+            $amount                  = app('steam')->positive($journal['amount']);
+            $nativeAmount            = $converter->convert($default, $currency, $journal['date'], $amount);
+            $key                     = sprintf('%s-%s', $categoryName, $currency->code);
+            if ((int)$journal['foreign_currency_id'] === (int)$default->id) {
+                $nativeAmount = app('steam')->positive($journal['foreign_amount']);
+            }
+            // create arrays
+            $return[$key] = $return[$key] ?? [
+                'label'                   => $categoryName,
+                'currency_id'             => (string)$currency->id,
+                'currency_code'           => $currency->code,
+                'currency_name'           => $currency->name,
+                'currency_symbol'         => $currency->symbol,
+                'currency_decimal_places' => (int)$currency->decimal_places,
+                'native_id'               => (string)$default->id,
+                'native_code'             => $default->code,
+                'native_name'             => $default->name,
+                'native_symbol'           => $default->symbol,
+                'native_decimal_places'   => (int)$default->decimal_places,
+                'period'                  => null,
+                'start'                   => $start->toAtomString(),
+                'end'                     => $end->toAtomString(),
+                'amount'                  => '0',
+                'native_amount'           => '0',
+            ];
+
+
+            // add monies
+            $return[$key]['amount']        = bcadd($return[$key]['amount'], $amount);
+            $return[$key]['native_amount'] = bcadd($return[$key]['native_amount'], $nativeAmount);
+        }
+        $return = array_values($return);
+
+        // order by native amount
+        usort($return, function (array $a, array $b) {
+            return (float)$a['native_amount'] < (float)$b['native_amount'] ? 1 : -1;
+        });
+        return response()->json($this->clean($return));
+    }
+
+}

app/Api/V2/Controllers/Controller.php

@@ -93,21 +93,26 @@ class Controller extends BaseController
         // some date fields:
         foreach ($dates as $field) {
             $date = null;
+            $obj  = null;
             try {
                 $date = request()->query->get($field);
             } catch (BadRequestException $e) {
                 Log::error(sprintf('Request field "%s" contains a non-scalar value. Value set to NULL.', $field));
                 Log::error($e->getMessage());
-                $value = null;
+                Log::error($e->getTraceAsString());
             }
-            $obj = null;
             if (null !== $date) {
                 try {
-                    $obj = Carbon::parse($date);
+                    $obj = Carbon::parse($date, config('app.timezone'));
                 } catch (InvalidDateException | InvalidFormatException $e) {
                     // don't care
                     app('log')->warning(sprintf('Ignored invalid date "%s" in API v2 controller parameter check: %s', substr($date, 0, 20), $e->getMessage()));
                 }
+                // out of range? set to null.
+                if (null !== $obj && ($obj->year <= 1900 || $obj->year > 2099)) {
+                    app('log')->warning(sprintf('Refuse to use date "%s" in API v2 controller parameter check: %s', $field, $obj->toAtomString()));
+                    $obj = null;
+                }
             }
             $bag->set($field, $obj);
         }
@@ -148,7 +153,7 @@ class Controller extends BaseController
         $objects = $paginator->getCollection();
 
         // the transformer, at this point, needs to collect information that ALL items in the collection
-        // require, like meta data and stuff like that, and save it for later.
+        // require, like meta-data and stuff like that, and save it for later.
         $transformer->collectMetaData($objects);
 
         $resource = new FractalCollection($objects, $transformer, $key);
@@ -166,7 +171,7 @@ class Controller extends BaseController
      *
      * @return array
      */
-    final protected function jsonApiObject(string $key, Model $object, AbstractTransformer $transformer): array
+    final protected function jsonApiObject(string $key, array | Model $object, AbstractTransformer $transformer): array
     {
         // create some objects:
         $manager = new Manager();

app/Api/V2/Controllers/Model/Bill/ShowController.php

@@ -0,0 +1,101 @@
+<?php
+
+
+/*
+ * ShowController.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\Controllers\Model\Bill;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Models\Bill;
+use FireflyIII\Repositories\UserGroups\Bill\BillRepositoryInterface;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use FireflyIII\Transformers\V2\AccountTransformer;
+use FireflyIII\Transformers\V2\BillTransformer;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Http\Request;
+use Illuminate\Pagination\LengthAwarePaginator;
+
+/**
+ * Class ShowController
+ */
+class ShowController extends Controller
+{
+    use ValidatesUserGroupTrait;
+
+    private BillRepositoryInterface $repository;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(BillRepositoryInterface::class);
+
+                // new way of user group validation
+                $userGroup = $this->validateUserGroup($request);
+                if (null !== $userGroup) {
+                    $this->repository->setUserGroup($userGroup);
+                }
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * @param Request $request
+     *
+     * TODO see autocomplete/accountcontroller for list.
+     *
+     * @return JsonResponse
+     */
+    public function index(Request $request): JsonResponse
+    {
+        $this->repository->correctOrder();
+        $bills       = $this->repository->getBills();
+        $pageSize    = (int)app('preferences')->getForUser(auth()->user(), 'listPageSize', 50)->data;
+        $count       = $bills->count();
+        $bills       = $bills->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+        $paginator   = new LengthAwarePaginator($bills, $count, $pageSize, $this->parameters->get('page'));
+        $transformer = new BillTransformer();
+        $transformer->setParameters($this->parameters); // give params to transformer
+
+        return response()
+            ->json($this->jsonApiList('subscriptions', $paginator, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+
+    /**
+     * TODO this endpoint is not documented
+     */
+    public function show(Request $request, Bill $bill): JsonResponse
+    {
+        $transformer = new BillTransformer();
+        $transformer->setParameters($this->parameters);
+
+        return response()
+            ->api($this->jsonApiObject('subscriptions', $bill, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+}

app/Api/V2/Controllers/Model/Bill/SumController.php

@@ -26,8 +26,9 @@ namespace FireflyIII\Api\V2\Controllers\Model\Bill;
 
 use FireflyIII\Api\V2\Controllers\Controller;
 use FireflyIII\Api\V2\Request\Generic\DateRequest;
-use FireflyIII\Repositories\Bill\BillRepositoryInterface;
-use FireflyIII\Support\Http\Api\ConvertsExchangeRates;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Repositories\UserGroups\Bill\BillRepositoryInterface;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -35,7 +36,7 @@ use Illuminate\Http\JsonResponse;
  */
 class SumController extends Controller
 {
-    use ConvertsExchangeRates;
+    use ValidatesUserGroupTrait;
 
     private BillRepositoryInterface $repository;
 
@@ -49,6 +50,12 @@ class SumController extends Controller
             function ($request, $next) {
                 $this->repository = app(BillRepositoryInterface::class);
 
+                $userGroup = $this->validateUserGroup($request);
+                if (null !== $userGroup) {
+                    $this->repository->setUserGroup($userGroup);
+                }
+
+
                 return $next($request);
             }
         );
@@ -58,35 +65,35 @@ class SumController extends Controller
      * This endpoint is documented at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v2)#/transactions-sum/getBillsPaidTrSum
      *
+     * TODO see autocomplete/accountcontroller for list.
+     *
      * @param DateRequest $request
      *
      * @return JsonResponse
      */
     public function paid(DateRequest $request): JsonResponse
     {
-        $dates     = $request->getAll();
-        $result    = $this->repository->sumPaidInRange($dates['start'], $dates['end']);
-        $converted = $this->cerSum($result);
+        $result = $this->repository->sumPaidInRange($this->parameters->get('start'), $this->parameters->get('end'));
 
         // convert to JSON response:
-        return response()->api($converted);
+        return response()->api(array_values($result));
     }
 
     /**
      * This endpoint is documented at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v2)#/transactions-sum/getBillsUnpaidTrSum
      *
+     * TODO see autocomplete/accountcontroller for list.
+     *
      * @param DateRequest $request
      *
      * @return JsonResponse
      */
     public function unpaid(DateRequest $request): JsonResponse
     {
-        $dates     = $request->getAll();
-        $result    = $this->repository->sumUnpaidInRange($dates['start'], $dates['end']);
-        $converted = $this->cerSum($result);
+        $result = $this->repository->sumUnpaidInRange($this->parameters->get('start'), $this->parameters->get('end'));
 
         // convert to JSON response:
-        return response()->api($converted);
+        return response()->api(array_values($result));
     }
 }

app/Api/V2/Controllers/Model/Budget/ListController.php

@@ -60,6 +60,8 @@ class ListController extends Controller
      */
     public function index(Request $request): JsonResponse
     {
+        echo 'this needs move to Administration';
+        exit;
         $collection = $this->repository->getActiveBudgets();
         $total      = $collection->count();
         $collection->slice($this->pageSize * $this->parameters->get('page'), $this->pageSize);

app/Api/V2/Controllers/Model/Budget/ShowController.php

@@ -27,6 +27,7 @@ namespace FireflyIII\Api\V2\Controllers\Model\Budget;
 
 use FireflyIII\Api\V2\Controllers\Controller;
 use FireflyIII\Api\V2\Request\Generic\DateRequest;
+use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
 use FireflyIII\Support\Http\Api\ConvertsExchangeRates;
@@ -34,6 +35,7 @@ use Illuminate\Http\JsonResponse;
 
 /**
  * Class ShowController
+ * TODO lots of deprecated code here.
  */
 class ShowController extends Controller
 {

app/Api/V2/Controllers/Model/Budget/SumController.php

@@ -26,6 +26,7 @@ namespace FireflyIII\Api\V2\Controllers\Model\Budget;
 
 use FireflyIII\Api\V2\Controllers\Controller;
 use FireflyIII\Api\V2\Request\Generic\DateRequest;
+use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
 use FireflyIII\Support\Http\Api\ConvertsExchangeRates;
 use Illuminate\Http\JsonResponse;

app/Api/V2/Controllers/Model/PiggyBank/ShowController.php

@@ -0,0 +1,84 @@
+<?php
+
+
+/*
+ * ShowController.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\Controllers\Model\PiggyBank;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Repositories\UserGroups\PiggyBank\PiggyBankRepositoryInterface;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use FireflyIII\Transformers\V2\PiggyBankTransformer;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Http\Request;
+use Illuminate\Pagination\LengthAwarePaginator;
+
+/**
+ * Class ShowController
+ */
+class ShowController extends Controller
+{
+    use ValidatesUserGroupTrait;
+
+    private PiggyBankRepositoryInterface $repository;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(PiggyBankRepositoryInterface::class);
+
+                $userGroup = $this->validateUserGroup($request);
+                if (null !== $userGroup) {
+                    $this->repository->setUserGroup($userGroup);
+                }
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * @param Request $request
+     *
+     * TODO see autocomplete/accountcontroller for list.
+     *
+     * @return JsonResponse
+     */
+    public function index(Request $request): JsonResponse
+    {
+        $piggies     = $this->repository->getPiggyBanks();
+        $pageSize    = (int)app('preferences')->getForUser(auth()->user(), 'listPageSize', 50)->data;
+        $count       = $piggies->count();
+        $piggies     = $piggies->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+        $paginator   = new LengthAwarePaginator($piggies, $count, $pageSize, $this->parameters->get('page'));
+        $transformer = new PiggyBankTransformer();
+        $transformer->setParameters($this->parameters); // give params to transformer
+
+        return response()
+            ->json($this->jsonApiList('piggy-banks', $paginator, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+}

app/Api/V2/Controllers/Model/Transaction/StoreController.php

@@ -0,0 +1,128 @@
+<?php
+
+
+/*
+ * StoreController.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\Controllers\Model\Transaction;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\Model\Transaction\StoreRequest;
+use FireflyIII\Events\StoredTransactionGroup;
+use FireflyIII\Exceptions\DuplicateTransactionException;
+use FireflyIII\Exceptions\FireflyException;
+use Illuminate\Validation\ValidationException;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Repositories\TransactionGroup\TransactionGroupRepositoryInterface;
+use FireflyIII\Rules\IsDuplicateTransaction;
+use FireflyIII\Transformers\V2\TransactionGroupTransformer;
+use FireflyIII\User;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Validator;
+
+/**
+ * Class StoreController
+ */
+class StoreController extends Controller
+{
+    private TransactionGroupRepositoryInterface $groupRepository;
+
+    /**
+     * TransactionController constructor.
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->groupRepository = app(TransactionGroupRepositoryInterface::class);
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * TODO this method is practically the same as the V1 method and borrows as much code as possible.
+     *
+     * @return JsonResponse
+     * @throws FireflyException
+     * @throws ValidationException
+     */
+    public function post(StoreRequest $request): JsonResponse
+    {
+
+        app('log')->debug('Now in API v2 StoreController::store()');
+        $data               = $request->getAll();
+        $userGroup          = $request->getUserGroup();
+        $data['user_group'] = $userGroup;
+
+        // overrule user group and see where we end up.
+        // what happens when we refer to a budget that is not in this user group?
+
+        app('log')->channel('audit')->info('Store new transaction over API.', $data);
+
+        try {
+            $transactionGroup = $this->groupRepository->store($data);
+        } catch (DuplicateTransactionException $e) {
+            app('log')->warning('Caught a duplicate transaction. Return error message.');
+            $validator = Validator::make(
+                ['transactions' => [['description' => $e->getMessage()]]],
+                ['transactions.0.description' => new IsDuplicateTransaction()]
+            );
+            throw new ValidationException($validator, 0, $e);
+        } catch (FireflyException $e) {
+            app('log')->warning('Caught an exception. Return error message.');
+            app('log')->error($e->getMessage());
+            $message   = sprintf('Internal exception: %s', $e->getMessage());
+            $validator = Validator::make(['transactions' => [['description' => $message]]], ['transactions.0.description' => new IsDuplicateTransaction()]);
+            throw new ValidationException($validator, 0, $e);
+        }
+        app('preferences')->mark();
+        $applyRules   = $data['apply_rules'] ?? true;
+        $fireWebhooks = $data['fire_webhooks'] ?? true;
+        event(new StoredTransactionGroup($transactionGroup, $applyRules, $fireWebhooks));
+
+        /** @var User $admin */
+        $admin = auth()->user();
+        // use new group collector:
+        /** @var GroupCollectorInterface $collector */
+        $collector = app(GroupCollectorInterface::class);
+        $collector
+            ->setUser($admin)
+            // filter on transaction group.
+            ->setTransactionGroup($transactionGroup);
+
+        $selectedGroup = $collector->getGroups()->first();
+        if (null === $selectedGroup) {
+            throw new FireflyException('200032: Cannot find transaction. Possibly, a rule deleted this transaction after its creation.');
+        }
+
+        $transformer = new TransactionGroupTransformer();
+        $transformer->setParameters($this->parameters);
+
+        return response()
+            ->api($this->jsonApiObject('transactions', $selectedGroup, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+
+
+}

app/Api/V2/Controllers/Summary/BasicController.php

@@ -0,0 +1,555 @@
+<?php
+
+/*
+ * SummaryController.php
+ * Copyright (c) 2021 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\Controllers\Summary;
+
+use Carbon\Carbon;
+use Exception;
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\Generic\DateRequest;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Helpers\Report\NetWorthInterface;
+use FireflyIII\Models\Account;
+use FireflyIII\Models\AccountType;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Models\TransactionType;
+use FireflyIII\Models\UserGroup;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Repositories\UserGroups\Bill\BillRepositoryInterface;
+use FireflyIII\Repositories\UserGroups\Budget\AvailableBudgetRepositoryInterface;
+use FireflyIII\Repositories\UserGroups\Budget\BudgetRepositoryInterface;
+use FireflyIII\Repositories\UserGroups\Budget\OperationsRepositoryInterface;
+use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
+use FireflyIII\Support\Http\Api\ExchangeRateConverter;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use FireflyIII\User;
+use Illuminate\Http\JsonResponse;
+
+/**
+ * Class BasicController
+ */
+class BasicController extends Controller
+{
+    use ValidatesUserGroupTrait;
+
+    private AvailableBudgetRepositoryInterface $abRepository;
+    private AccountRepositoryInterface         $accountRepository;
+    private BillRepositoryInterface            $billRepository;
+    private BudgetRepositoryInterface          $budgetRepository;
+    private CurrencyRepositoryInterface        $currencyRepos;
+    private OperationsRepositoryInterface      $opsRepository;
+
+    /**
+     * BasicController constructor.
+     *
+
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->abRepository      = app(AvailableBudgetRepositoryInterface::class);
+                $this->accountRepository = app(AccountRepositoryInterface::class);
+                $this->billRepository    = app(BillRepositoryInterface::class);
+                $this->budgetRepository  = app(BudgetRepositoryInterface::class);
+                $this->currencyRepos     = app(CurrencyRepositoryInterface::class);
+                $this->opsRepository     = app(OperationsRepositoryInterface::class);
+
+                $userGroup = $this->validateUserGroup($request);
+                if (null !== $userGroup) {
+                    $this->abRepository->setUserGroup($userGroup);
+                    $this->accountRepository->setUserGroup($userGroup);
+                    $this->billRepository->setUserGroup($userGroup);
+                    $this->budgetRepository->setUserGroup($userGroup);
+                    $this->opsRepository->setUserGroup($userGroup);
+                }
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * This endpoint is documented at:
+     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v2)#/summary/getBasicSummary
+     *
+     * @param DateRequest $request
+     *
+     * @return JsonResponse
+     * @throws Exception
+     */
+    public function basic(DateRequest $request): JsonResponse
+    {
+        // parameters for boxes:
+        $start = $this->parameters->get('start');
+        $end   = $this->parameters->get('end');
+
+        // balance information:
+        $balanceData  = $this->getBalanceInformation($start, $end);
+        $billData     = $this->getBillInformation($start, $end);
+        $spentData    = $this->getLeftToSpendInfo($start, $end);
+        $netWorthData = $this->getNetWorthInfo($start, $end);
+        $total        = array_merge($balanceData, $billData, $spentData, $netWorthData);
+        return response()->json($total);
+    }
+
+    /**
+     * @param Carbon $start
+     * @param Carbon $end
+     *
+     * @return array
+     * @throws FireflyException
+     */
+    private function getBalanceInformation(Carbon $start, Carbon $end): array
+    {
+        // prep some arrays:
+        $incomes    = [
+            'native' => '0',
+        ];
+        $expenses   = [
+            'native' => '0',
+        ];
+        $sums       = [
+            'native' => '0',
+        ];
+        $return     = [];
+        $currencies = [];
+        $converter  = new ExchangeRateConverter();
+        $default    = app('amount')->getDefaultCurrency();
+        /** @var User $user */
+        $user = auth()->user();
+
+        // collect income of user using the new group collector.
+        /** @var GroupCollectorInterface $collector */
+        $collector = app(GroupCollectorInterface::class);
+        $collector
+            ->setRange($start, $end)
+            ->setUserGroup($user->userGroup)
+            // set page to retrieve
+            ->setPage($this->parameters->get('page'))
+            // set types of transactions to return.
+            ->setTypes([TransactionType::DEPOSIT])
+            ->setRange($start, $end);
+
+        $set = $collector->getExtractedJournals();
+        /** @var array $transactionJournal */
+        foreach ($set as $transactionJournal) {
+            // transaction info:
+            $currencyId              = (int)$transactionJournal['currency_id'];
+            $amount                  = bcmul($transactionJournal['amount'], '-1');
+            $currency                = $currencies[$currencyId] ?? TransactionCurrency::find($currencyId);
+            $currencies[$currencyId] = $currency;
+            $nativeAmount            = $converter->convert($currency, $default, $transactionJournal['date'], $amount);
+            if ((int)$transactionJournal['foreign_currency_id'] === (int)$default->id) {
+                // use foreign amount instead
+                $nativeAmount = $transactionJournal['foreign_amount'];
+            }
+            // prep the arrays
+            $incomes[$currencyId] = $incomes[$currencyId] ?? '0';
+            $incomes['native']    = $incomes['native'] ?? '0';
+            $sums[$currencyId]    = $sums[$currencyId] ?? '0';
+            $sums['native']       = $sums['native'] ?? '0';
+
+            // add values:
+            $incomes[$currencyId] = bcadd($incomes[$currencyId], $amount);
+            $sums[$currencyId]    = bcadd($sums[$currencyId], $amount);
+            $incomes['native']    = bcadd($incomes['native'], $nativeAmount);
+            $sums['native']       = bcadd($sums['native'], $nativeAmount);
+        }
+
+        // collect expenses of user using the new group collector.
+        /** @var GroupCollectorInterface $collector */
+        $collector = app(GroupCollectorInterface::class);
+        $collector
+            ->setRange($start, $end)
+            ->setUserGroup($user->userGroup)
+            // set page to retrieve
+            ->setPage($this->parameters->get('page'))
+            // set types of transactions to return.
+            ->setTypes([TransactionType::WITHDRAWAL])
+            ->setRange($start, $end);
+        $set = $collector->getExtractedJournals();
+
+        /** @var array $transactionJournal */
+        foreach ($set as $transactionJournal) {
+            // transaction info
+            $currencyId              = (int)$transactionJournal['currency_id'];
+            $amount                  = $transactionJournal['amount'];
+            $currency                = $currencies[$currencyId] ?? $this->currencyRepos->find($currencyId);
+            $currencies[$currencyId] = $currency;
+            $nativeAmount            = $converter->convert($currency, $default, $transactionJournal['date'], $amount);
+            if ((int)$transactionJournal['foreign_currency_id'] === (int)$default->id) {
+                // use foreign amount instead
+                $nativeAmount = $transactionJournal['foreign_amount'];
+            }
+
+            // prep arrays
+            $expenses[$currencyId] = $expenses[$currencyId] ?? '0';
+            $expenses['native']    = $expenses['native'] ?? '0';
+            $sums[$currencyId]     = $sums[$currencyId] ?? '0';
+            $sums['native']        = $sums['native'] ?? '0';
+
+            // add values
+            $expenses[$currencyId] = bcadd($expenses[$currencyId], $amount);
+            $sums[$currencyId]     = bcadd($sums[$currencyId], $amount);
+            $expenses['native']    = bcadd($expenses['native'], $nativeAmount);
+            $sums['native']        = bcadd($sums['native'], $nativeAmount);
+        }
+
+        // create special array for native currency:
+        $return[] = [
+            'key'                     => 'balance-in-native',
+            'value'                   => $sums['native'],
+            'currency_id'             => (string)$default->id,
+            'currency_code'           => $default->code,
+            'currency_symbol'         => $default->symbol,
+            'currency_decimal_places' => $default->decimal_places,
+        ];
+        $return[] = [
+            'key'                     => 'spent-in-native',
+            'value'                   => $expenses['native'],
+            'currency_id'             => (string)$default->id,
+            'currency_code'           => $default->code,
+            'currency_symbol'         => $default->symbol,
+            'currency_decimal_places' => $default->decimal_places,
+        ];
+        $return[] = [
+            'key'                     => 'earned-in-native',
+            'value'                   => $incomes['native'],
+            'currency_id'             => (string)$default->id,
+            'currency_code'           => $default->code,
+            'currency_symbol'         => $default->symbol,
+            'currency_decimal_places' => $default->decimal_places,
+        ];
+
+        // format amounts:
+        $keys = array_keys($sums);
+        foreach ($keys as $currencyId) {
+            if ('native' === $currencyId) {
+                // skip native entries.
+                continue;
+            }
+            $currency                = $currencies[$currencyId] ?? $this->currencyRepos->find($currencyId);
+            $currencies[$currencyId] = $currency;
+            // create objects for big array.
+            $return[] = [
+                'key'                     => sprintf('balance-in-%s', $currency->code),
+                'value'                   => $sums[$currencyId] ?? '0',
+                'currency_id'             => (string)$currency->id,
+                'currency_code'           => $currency->code,
+                'currency_symbol'         => $currency->symbol,
+                'currency_decimal_places' => $currency->decimal_places,
+            ];
+            $return[] = [
+                'key'                     => sprintf('spent-in-%s', $currency->code),
+                'value'                   => $expenses[$currencyId] ?? '0',
+                'currency_id'             => (string)$currency->id,
+                'currency_code'           => $currency->code,
+                'currency_symbol'         => $currency->symbol,
+                'currency_decimal_places' => $currency->decimal_places,
+            ];
+            $return[] = [
+                'key'                     => sprintf('earned-in-%s', $currency->code),
+                'value'                   => $incomes[$currencyId] ?? '0',
+                'currency_id'             => (string)$currency->id,
+                'currency_code'           => $currency->code,
+                'currency_symbol'         => $currency->symbol,
+                'currency_decimal_places' => $currency->decimal_places,
+            ];
+        }
+        return $return;
+    }
+
+    /**
+     * @param Carbon $start
+     * @param Carbon $end
+     *
+     * @return array
+     */
+    private function getBillInformation(Carbon $start, Carbon $end): array
+    {
+        /*
+         * Since both this method and the chart use the exact same data, we can suffice
+         * with calling the one method in the bill repository that will get this amount.
+         */
+        $paidAmount   = $this->billRepository->sumPaidInRange($start, $end);
+        $unpaidAmount = $this->billRepository->sumUnpaidInRange($start, $end);
+
+        $return = [];
+        /**
+         * @var array $info
+         */
+        foreach ($paidAmount as $info) {
+            $amount       = bcmul($info['sum'], '-1');
+            $nativeAmount = bcmul($info['native_sum'], '-1');
+            $return[]     = [
+                'key'                     => sprintf('bills-paid-in-%s', $info['currency_code']),
+                'value'                   => $amount,
+                'currency_id'             => (string)$info['currency_id'],
+                'currency_code'           => $info['currency_code'],
+                'currency_symbol'         => $info['currency_symbol'],
+                'currency_decimal_places' => $info['currency_decimal_places'],
+            ];
+            $return[]     = [
+                'key'                     => 'bills-paid-in-native',
+                'value'                   => $nativeAmount,
+                'currency_id'             => (string)$info['native_id'],
+                'currency_code'           => $info['native_code'],
+                'currency_symbol'         => $info['native_symbol'],
+                'currency_decimal_places' => $info['native_decimal_places'],
+            ];
+        }
+
+        /**
+         * @var array $info
+         */
+        foreach ($unpaidAmount as $info) {
+            $amount       = bcmul($info['sum'], '-1');
+            $nativeAmount = bcmul($info['native_sum'], '-1');
+            $return[]     = [
+                'key'                     => sprintf('bills-unpaid-in-%s', $info['currency_code']),
+                'value'                   => $amount,
+                'currency_id'             => (string)$info['currency_id'],
+                'currency_code'           => $info['currency_code'],
+                'currency_symbol'         => $info['currency_symbol'],
+                'currency_decimal_places' => $info['currency_decimal_places'],
+            ];
+            $return[]     = [
+                'key'                     => 'bills-unpaid-in-native',
+                'value'                   => $nativeAmount,
+                'currency_id'             => (string)$info['native_id'],
+                'currency_code'           => $info['native_code'],
+                'currency_symbol'         => $info['native_symbol'],
+                'currency_decimal_places' => $info['native_decimal_places'],
+            ];
+        }
+
+        return $return;
+    }
+
+    /**
+     * @param Carbon $start
+     * @param Carbon $end
+     *
+     * @return array
+     * @throws Exception
+     */
+    private function getLeftToSpendInfo(Carbon $start, Carbon $end): array
+    {
+        app('log')->debug('Now in getLeftToSpendInfo');
+        $return     = [];
+        $today      = today(config('app.timezone'));
+        $available  = $this->abRepository->getAvailableBudgetWithCurrency($start, $end);
+        $budgets    = $this->budgetRepository->getActiveBudgets();
+        $spent      = $this->opsRepository->listExpenses($start, $end, null, $budgets);
+        $default    = app('amount')->getDefaultCurrency();
+        $currencies = [];
+        $converter  = new ExchangeRateConverter();
+
+        // native info:
+        $nativeLeft   = [
+            'key'                     => 'left-to-spend-in-native',
+            'value'                   => '0',
+            'currency_id'             => (string)$default->id,
+            'currency_code'           => $default->code,
+            'currency_symbol'         => $default->symbol,
+            'currency_decimal_places' => (int)$default->decimal_places,
+        ];
+        $nativePerDay = [
+            'key'                     => 'left-per-day-to-spend-in-native',
+            'value'                   => '0',
+            'currency_id'             => (string)$default->id,
+            'currency_code'           => $default->code,
+            'currency_symbol'         => $default->symbol,
+            'currency_decimal_places' => (int)$default->decimal_places,
+        ];
+
+        /**
+         * @var int   $currencyId
+         * @var array $row
+         */
+        foreach ($spent as $currencyId => $row) {
+            app('log')->debug(sprintf('Processing spent array in currency #%d', $currencyId));
+            $currencyId  = (int)$currencyId;
+            $spent       = '0';
+            $spentNative = '0';
+            // get the sum from the array of transactions (double loop but who cares)
+            /** @var array $budget */
+            foreach ($row['budgets'] as $budget) {
+                app('log')->debug(sprintf('Processing expenses in budget "%s".', $budget['name']));
+                /** @var array $journal */
+                foreach ($budget['transaction_journals'] as $journal) {
+                    $journalCurrencyId       = $journal['currency_id'];
+                    $currency                = $currencies[$journalCurrencyId] ?? $this->currencyRepos->find($journalCurrencyId);
+                    $currencies[$currencyId] = $currency;
+                    $amount                  = app('steam')->negative($journal['amount']);
+                    $amountNative            = $converter->convert($default, $currency, $start, $amount);
+                    if ((int)$journal['foreign_currency_id'] === (int)$default->id) {
+                        $amountNative = $journal['foreign_amount'];
+                    }
+                    $spent       = bcadd($spent, $amount);
+                    $spentNative = bcadd($spentNative, $amountNative);
+                }
+                app('log')->debug(sprintf('Total spent in budget "%s" is %s', $budget['name'], $spent));
+            }
+
+            // either an amount was budgeted or 0 is available.
+            $currency                = $currencies[$currencyId] ?? $this->currencyRepos->find($currencyId);
+            $currencies[$currencyId] = $currency;
+            $amount                  = $available[$currencyId]['amount'] ?? '0';
+            $amountNative            = $available[$currencyId]['native_amount'] ?? '0';
+            $left                    = bcadd($amount, $spent);
+            $leftNative              = bcadd($amountNative, $spentNative);
+            app('log')->debug(sprintf('Available amount is %s', $amount));
+            app('log')->debug(sprintf('Amount left is %s', $left));
+
+            // how much left per day?
+            $days         = $today->diffInDays($end) + 1;
+            $perDay       = '0';
+            $perDayNative = '0';
+            if (0 !== $days && bccomp($left, '0') > -1) {
+                $perDay = bcdiv($left, (string)$days);
+            }
+            if (0 !== $days && bccomp($leftNative, '0') > -1) {
+                $perDayNative = bcdiv($leftNative, (string)$days);
+            }
+
+            // left
+            $return[] = [
+                'key'                     => sprintf('left-to-spend-in-%s', $row['currency_code']),
+                'value'                   => $left,
+                'currency_id'             => (string)$row['currency_id'],
+                'currency_code'           => $row['currency_code'],
+                'currency_symbol'         => $row['currency_symbol'],
+                'currency_decimal_places' => (int)$row['currency_decimal_places'],
+            ];
+            // left (native)
+            $nativeLeft['value'] = $leftNative;
+
+            // left per day:
+            $return[] = [
+                'key'                     => sprintf('left-per-day-to-spend-in-%s', $row['currency_code']),
+                'value'                   => $perDay,
+                'currency_id'             => (string)$row['currency_id'],
+                'currency_code'           => $row['currency_code'],
+                'currency_symbol'         => $row['currency_symbol'],
+                'currency_decimal_places' => (int)$row['currency_decimal_places'],
+            ];
+
+            // left per day (native)
+            $nativePerDay['value'] = $perDayNative;
+        }
+        $return[] = $nativeLeft;
+        $return[] = $nativePerDay;
+
+        return $return;
+    }
+
+    /**
+     * @param Carbon $start
+     * @param Carbon $end
+     *
+     * @return array
+     */
+    private function getNetWorthInfo(Carbon $start, Carbon $end): array
+    {
+        /** @var UserGroup $userGroup */
+        $userGroup = auth()->user()->userGroup;
+        $date      = today(config('app.timezone'))->startOfDay();
+        // start and end in the future? use $end
+        if ($this->notInDateRange($date, $start, $end)) {
+            /** @var Carbon $date */
+            $date = session('end', today(config('app.timezone'))->endOfMonth());
+        }
+
+        /** @var NetWorthInterface $netWorthHelper */
+        $netWorthHelper = app(NetWorthInterface::class);
+        $netWorthHelper->setUserGroup($userGroup);
+        $allAccounts = $this->accountRepository->getActiveAccountsByType(
+            [AccountType::ASSET, AccountType::DEFAULT, AccountType::LOAN, AccountType::MORTGAGE, AccountType::DEBT]
+        );
+
+        // filter list on preference of being included.
+        $filtered = $allAccounts->filter(
+            function (Account $account) {
+                $includeNetWorth = $this->accountRepository->getMetaValue($account, 'include_net_worth');
+
+                return null === $includeNetWorth || '1' === $includeNetWorth;
+            }
+        );
+
+        $netWorthSet = $netWorthHelper->byAccounts($filtered, $date);
+        $return      = [];
+        // in native amount
+        $return[] = [
+            'key'                     => 'net-worth-in-native',
+            'value'                   => $netWorthSet['native']['balance'],
+            'currency_id'             => (string)$netWorthSet['native']['currency_id'],
+            'currency_code'           => $netWorthSet['native']['currency_code'],
+            'currency_symbol'         => $netWorthSet['native']['currency_symbol'],
+            'currency_decimal_places' => $netWorthSet['native']['currency_decimal_places'],
+        ];
+        foreach ($netWorthSet as $key => $data) {
+            if ('native' === $key) {
+                continue;
+            }
+            $return[] = [
+                'key'                     => sprintf('net-worth-in-%s', $data['currency_code']),
+                'value'                   => $data['balance'],
+                'currency_id'             => (string)$data['currency_id'],
+                'currency_code'           => $data['currency_code'],
+                'currency_symbol'         => $data['currency_symbol'],
+                'currency_decimal_places' => $data['currency_decimal_places'],
+            ];
+        }
+
+        return $return;
+    }
+
+    /**
+     * Check if date is outside session range.
+     *
+     * @param Carbon $date
+     *
+     * @param Carbon $start
+     * @param Carbon $end
+     *
+     * @return bool
+     */
+    protected function notInDateRange(Carbon $date, Carbon $start, Carbon $end): bool // Validate a preference
+    {
+        $result = false;
+        if ($start->greaterThanOrEqualTo($date) && $end->greaterThanOrEqualTo($date)) {
+            $result = true;
+        }
+        // start and end in the past? use $end
+        if ($start->lessThanOrEqualTo($date) && $end->lessThanOrEqualTo($date)) {
+            $result = true;
+        }
+
+        return $result;
+    }
+}

app/Api/V2/Controllers/Summary/NetWorthController.php

@@ -2,7 +2,7 @@
 
 /*
  * NetWorthController.php
- * Copyright (c) 2022 james@firefly-iii.org
+ * Copyright (c) 2023 james@firefly-iii.org
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -22,11 +22,13 @@
 
 declare(strict_types=1);
 
-namespace FireflyIII\Api\V2\Controllers;
+namespace FireflyIII\Api\V2\Controllers\Summary;
 
+use FireflyIII\Api\V2\Controllers\Controller;
 use FireflyIII\Api\V2\Request\Generic\SingleDateRequest;
 use FireflyIII\Helpers\Report\NetWorthInterface;
 use FireflyIII\Support\Http\Api\ConvertsExchangeRates;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -34,6 +36,7 @@ use Illuminate\Http\JsonResponse;
  */
 class NetWorthController extends Controller
 {
+    use ValidatesUserGroupTrait;
     use ConvertsExchangeRates;
 
     private NetWorthInterface $netWorth;
@@ -47,7 +50,12 @@ class NetWorthController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->netWorth = app(NetWorthInterface::class);
-                $this->netWorth->setUser(auth()->user());
+
+                // new way of user group validation
+                $userGroup = $this->validateUserGroup($request);
+                if (null !== $userGroup) {
+                    $this->netWorth->setUserGroup($userGroup);
+                }
 
                 return $next($request);
             }

app/Api/V2/Controllers/System/VersionUpdateController.php

@@ -2,7 +2,7 @@
 
 /*
  * VersionUpdateController.php
- * Copyright (c) 2022 james@firefly-iii.org
+ * Copyright (c) 2023 james@firefly-iii.org
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -22,7 +22,9 @@
 
 declare(strict_types=1);
 
-namespace FireflyIII\Api\V2\Controllers;
+namespace FireflyIII\Api\V2\Controllers\System;
+
+use FireflyIII\Api\V2\Controllers\Controller;
 
 /**
  * Class VersionUpdateController

app/Api/V2/Controllers/Transaction/List/AccountController.php

@@ -2,7 +2,7 @@
 
 /*
  * AccountController.php
- * Copyright (c) 2022 james@firefly-iii.org
+ * Copyright (c) 2023 james@firefly-iii.org
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -25,7 +25,7 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V2\Controllers\Transaction\List;
 
 use FireflyIII\Api\V2\Controllers\Controller;
-use FireflyIII\Api\V2\Request\Transaction\ListRequest;
+use FireflyIII\Api\V2\Request\Model\Transaction\ListRequest;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\Account;
 use FireflyIII\Support\Http\Api\TransactionFilter;
@@ -49,19 +49,17 @@ class AccountController extends Controller
      *
      * @return JsonResponse
      */
-    public function listTransactions(ListRequest $request, Account $account): JsonResponse
+    public function list(ListRequest $request, Account $account): JsonResponse
     {
         // collect transactions:
-        $type  = $request->get('type') ?? 'default';
-        $limit = (int)$request->get('limit');
-        $page  = (int)$request->get('page');
+        $limit = $request->getLimit();
+        $page  = $request->getPage();
         $page  = max($page, 1);
 
         if ($limit > 0 && $limit <= $this->pageSize) {
             $this->pageSize = $limit;
         }
 
-        $types = $this->mapTransactionTypes($type);
 
         /** @var GroupCollectorInterface $collector */
         $collector = app(GroupCollectorInterface::class);
@@ -69,15 +67,25 @@ class AccountController extends Controller
                   ->withAPIInformation()
                   ->setLimit($this->pageSize)
                   ->setPage($page)
-                  ->setTypes($types);
+                  ->setTypes($request->getTransactionTypes());
 
-        // TODO date filter
-        //if (null !== $this->parameters->get('start') && null !== $this->parameters->get('end')) {
-        //    $collector->setRange($this->parameters->get('start'), $this->parameters->get('end'));
-        //}
+        $start = $request->getStartDate();
+        $end   = $request->getEndDate();
+        if (null !== $start) {
+            $collector->setStart($start);
+        }
+        if (null !== $end) {
+            $collector->setEnd($start);
+        }
 
         $paginator = $collector->getPaginatedGroups();
-        $paginator->setPath(route('api.v2.accounts.transactions', [$account->id])); // TODO  . $this->buildParams()
+        $paginator->setPath(
+            sprintf(
+                '%s?%s',
+                route('api.v2.accounts.transactions', [$account->id]),
+                $request->buildParams()
+            )
+        );
 
         return response()
             ->json($this->jsonApiList('transactions', $paginator, new TransactionGroupTransformer()))

app/Api/V2/Controllers/Transaction/List/TransactionController.php

@@ -0,0 +1,89 @@
+<?php
+/*
+ * TransactionController.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\Controllers\Transaction\List;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\Model\Transaction\ListRequest;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Transformers\V2\TransactionGroupTransformer;
+use Illuminate\Http\JsonResponse;
+
+/**
+ * Class TransactionController
+ */
+class TransactionController extends Controller
+{
+    /**
+     * @param ListRequest $request
+     *
+     * @return JsonResponse
+     */
+    public function list(ListRequest $request): JsonResponse
+    {
+        // collect transactions:
+        $limit = $request->getLimit();
+        $page  = $request->getPage();
+        $page  = max($page, 1);
+
+        if ($limit > 0 && $limit <= $this->pageSize) {
+            $this->pageSize = $limit;
+        }
+
+
+        /** @var GroupCollectorInterface $collector */
+        $collector = app(GroupCollectorInterface::class);
+        $collector->setUserGroup(auth()->user()->userGroup)
+                  ->withAPIInformation()
+                  ->setLimit($this->pageSize)
+                  ->setPage($page)
+                  ->setTypes($request->getTransactionTypes());
+
+        $start = $this->parameters->get('start');
+        $end   = $this->parameters->get('end');
+        if (null !== $start) {
+            $collector->setStart($start);
+        }
+        if (null !== $end) {
+            $collector->setEnd($end);
+        }
+
+        //        $collector->dumpQuery();
+        //        exit;
+
+        $paginator = $collector->getPaginatedGroups();
+        $paginator->setPath(
+            sprintf(
+                '%s?%s',
+                route('api.v2.transactions.list'),
+                $request->buildParams()
+            )
+        );
+
+        return response()
+            ->json($this->jsonApiList('transactions', $paginator, new TransactionGroupTransformer()))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+
+
+}

app/Api/V2/Controllers/Transaction/Sum/BillController.php

@@ -2,7 +2,7 @@
 
 /*
  * BillController.php
- * Copyright (c) 2022 james@firefly-iii.org
+ * Copyright (c) 2023 james@firefly-iii.org
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *

app/Api/V2/Controllers/UserGroup/DestroyController.php

@@ -0,0 +1,77 @@
+<?php
+
+
+/*
+ * DestroyController.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\Controllers\UserGroup;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Models\UserGroup;
+use FireflyIII\Repositories\UserGroup\UserGroupRepositoryInterface;
+use FireflyIII\User;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Http\Request;
+use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
+
+/**
+ * Class DestroyController
+ */
+class DestroyController extends Controller
+{
+    private UserGroupRepositoryInterface $repository;
+
+    /**
+     *
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(UserGroupRepositoryInterface::class);
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * @param Request   $request
+     * @param UserGroup $userGroup
+     *
+     * @return JsonResponse
+     */
+    public function destroy(Request $request, UserGroup $userGroup): JsonResponse
+    {
+        /** @var User $user */
+        $user = auth()->user();
+        // need owner role or system owner role to delete user group.
+        $access = $user->hasRoleInGroup($userGroup, UserRoleEnum::OWNER, false, true);
+        if (false === $access) {
+            throw new NotFoundHttpException();
+        }
+        $this->repository->destroy($userGroup);
+        return response()->json([], 204);
+    }
+}

app/Api/V2/Controllers/UserGroup/ShowController.php

@@ -0,0 +1,101 @@
+<?php
+
+
+/*
+ * ShowController.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\Controllers\UserGroup;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Models\UserGroup;
+use FireflyIII\Repositories\UserGroup\UserGroupRepositoryInterface;
+use FireflyIII\Transformers\V2\UserGroupTransformer;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Http\Request;
+use Illuminate\Pagination\LengthAwarePaginator;
+use Illuminate\Support\Collection;
+
+/**
+ * Class ShowController
+ */
+class ShowController extends Controller
+{
+    private UserGroupRepositoryInterface $repository;
+
+    /**
+     *
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(UserGroupRepositoryInterface::class);
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * @param Request $request
+     *
+     * @return JsonResponse
+     */
+    public function index(Request $request): JsonResponse
+    {
+        $collection = new Collection();
+        // if the user has the system owner role, get all. Otherwise, get only the users' groups.
+        if (!auth()->user()->hasRole('owner')) {
+            $collection = $this->repository->get();
+        }
+        if (auth()->user()->hasRole('owner')) {
+            $collection = $this->repository->getAll();
+        }
+        $count      = $collection->count();
+        $userGroups = $collection->slice(($this->parameters->get('page') - 1) * $this->pageSize, $this->pageSize);
+
+        $paginator   = new LengthAwarePaginator($userGroups, $count, $this->pageSize, $this->parameters->get('page'));
+        $transformer = new UserGroupTransformer();
+        $transformer->setParameters($this->parameters); // give params to transformer
+
+        return response()
+            ->json($this->jsonApiList('user-groups', $paginator, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+
+    /**
+     * @param Request   $request
+     * @param UserGroup $userGroup
+     *
+     * @return JsonResponse
+     */
+    public function show(Request $request, UserGroup $userGroup): JsonResponse
+    {
+        $transformer = new UserGroupTransformer();
+        $transformer->setParameters($this->parameters);
+
+        return response()
+            ->api($this->jsonApiObject('user-groups', $userGroup, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+}

app/Api/V2/Controllers/UserGroup/StoreController.php

@@ -0,0 +1,73 @@
+<?php
+
+
+/*
+ * StoreController.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\Controllers\UserGroup;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\UserGroup\StoreRequest;
+use FireflyIII\Repositories\UserGroup\UserGroupRepositoryInterface;
+use FireflyIII\Transformers\V2\UserGroupTransformer;
+use Illuminate\Http\JsonResponse;
+
+/**
+ * Class StoreController
+ */
+class StoreController extends Controller
+{
+    private UserGroupRepositoryInterface $repository;
+
+    /**
+     *
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(UserGroupRepositoryInterface::class);
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * @param StoreRequest $request
+     *
+     * @return JsonResponse
+     */
+    public function store(StoreRequest $request): JsonResponse
+    {
+        $all         = $request->getAll();
+        $userGroup   = $this->repository->store($all);
+        $transformer = new UserGroupTransformer();
+        $transformer->setParameters($this->parameters);
+
+        return response()
+            ->api($this->jsonApiObject('user-groups', $userGroup, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+
+}

app/Api/V2/Controllers/UserGroup/UpdateController.php

@@ -0,0 +1,96 @@
+<?php
+
+
+/*
+ * UpdateController.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\Controllers\UserGroup;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\UserGroup\UpdateMembershipRequest;
+use FireflyIII\Api\V2\Request\UserGroup\UpdateRequest;
+use FireflyIII\Models\UserGroup;
+use FireflyIII\Repositories\UserGroup\UserGroupRepositoryInterface;
+use FireflyIII\Transformers\V2\UserGroupTransformer;
+use Illuminate\Http\JsonResponse;
+
+/**
+ * Class UpdateController
+ */
+class UpdateController extends Controller
+{
+    // basic update van group
+    // add user, add rights, remove user, remove rights.
+
+    private UserGroupRepositoryInterface $repository;
+
+    /**
+     *
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(UserGroupRepositoryInterface::class);
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * @param UpdateRequest $request
+     * @param UserGroup     $userGroup
+     *
+     * @return JsonResponse
+     */
+    public function update(UpdateRequest $request, UserGroup $userGroup): JsonResponse
+    {
+        $all         = $request->getAll();
+        $userGroup   = $this->repository->update($userGroup, $all);
+        $transformer = new UserGroupTransformer();
+        $transformer->setParameters($this->parameters);
+
+        return response()
+            ->api($this->jsonApiObject('user-groups', $userGroup, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+
+    /**
+     * @param UpdateMembershipRequest $request
+     * @param UserGroup               $userGroup
+     *
+     * @return JsonResponse
+     */
+    public function updateMembership(UpdateMembershipRequest $request, UserGroup $userGroup): JsonResponse
+    {
+        $all         = $request->getAll();
+        $userGroup   = $this->repository->updateMembership($userGroup, $all);
+        $transformer = new UserGroupTransformer();
+        $transformer->setParameters($this->parameters);
+
+        return response()
+            ->api($this->jsonApiObject('user-groups', $userGroup, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE);
+    }
+}

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

@@ -23,13 +23,11 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V2\Request\Autocomplete;
 
-use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\AccountType;
-use FireflyIII\Models\UserRole;
 use FireflyIII\Support\Request\ChecksLogin;
 use FireflyIII\Support\Request\ConvertsDataTypes;
 use FireflyIII\User;
-use FireflyIII\Validation\Administration\ValidatesAdministrationAccess;
 use Illuminate\Foundation\Http\FormRequest;
 use Illuminate\Validation\Validator;
 
@@ -40,11 +38,10 @@ class AutocompleteRequest extends FormRequest
 {
     use ConvertsDataTypes;
     use ChecksLogin;
-    use ValidatesAdministrationAccess;
+    protected array $acceptedRoles = [UserRoleEnum::MANAGE_TRANSACTIONS];
 
     /**
      * @return array
-     * @throws FireflyException
      */
     public function getData(): array
     {
@@ -62,11 +59,10 @@ class AutocompleteRequest extends FormRequest
         $user = auth()->user();
 
         return [
-            'types'             => $array,
-            'query'             => $this->convertString('query'),
-            'date'              => $this->getCarbonDate('date'),
-            'limit'             => $limit,
-            'administration_id' => (int)($this->get('administration_id', null) ?? $user->getAdministrationId()),
+            'types' => $array,
+            'query' => $this->convertString('query'),
+            'date'  => $this->getCarbonDate('date'),
+            'limit' => $limit,
         ];
     }
 
@@ -92,7 +88,7 @@ class AutocompleteRequest extends FormRequest
         $validator->after(
             function (Validator $validator) {
                 // validate if the account can access this administration
-                $this->validateAdministration($validator, [UserRole::CHANGE_TRANSACTIONS]);
+                $this->validateAdministration($validator, [UserRoleEnum::MANAGE_TRANSACTIONS]);
             }
         );
     }

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

@@ -0,0 +1,92 @@
+<?php
+
+
+/*
+ * BalanceChartRequest.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\Support\Http\Api\ValidatesUserGroupTrait;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Foundation\Http\FormRequest;
+use Illuminate\Validation\Validator;
+
+/**
+ * Class BalanceChartRequest
+ */
+class BalanceChartRequest extends FormRequest
+{
+    use ConvertsDataTypes;
+    use ChecksLogin;
+    use ValidatesUserGroupTrait;
+
+    /**
+     * Get all data from the request.
+     *
+     * @return array
+     */
+    public function getAll(): array
+    {
+        return [
+            'accounts' => $this->getAccountList(),
+            'period'   => $this->convertString('period'),
+        ];
+    }
+
+    /**
+     * The rules that the incoming request must be matched against.
+     *
+     * @return array
+     */
+    public function rules(): array
+    {
+        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',
+            'accounts.*' => 'required|exists:accounts,id',
+            'period'     => sprintf('required|in:%s', join(',', config('firefly.valid_view_ranges'))),
+        ];
+    }
+
+    /**
+     * @param Validator $validator
+     *
+     * @return void
+     */
+    public function withValidator(Validator $validator): void
+    {
+        $validator->after(
+            function (Validator $validator) {
+                // 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']));
+                }
+            }
+        );
+    }
+}

app/Api/V2/Request/Generic/DateRequest.php

@@ -47,7 +47,7 @@ class DateRequest extends FormRequest
     {
         return [
             'start' => $this->getCarbonDate('start'),
-            'end'   => $this->getCarbonDate('end'),
+            'end'   => $this->getCarbonDate('end')->endOfDay(),
         ];
     }
 

app/Api/V2/Request/Model/Transaction/ListRequest.php

@@ -0,0 +1,116 @@
+<?php
+
+/*
+ * ListRequest.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\Model\Transaction;
+
+use Carbon\Carbon;
+use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Foundation\Http\FormRequest;
+
+/**
+ * Class ListRequest
+ * Used specifically to list transactions.
+ */
+class ListRequest extends FormRequest
+{
+    use ChecksLogin;
+    use ConvertsDataTypes;
+    use TransactionFilter;
+
+    /**
+     * @return string
+     */
+    public function buildParams(): string
+    {
+        $array = [
+            'page' => $this->getPage(),
+        ];
+
+        $start = $this->getStartDate();
+        $end   = $this->getEndDate();
+        if (null !== $start && null !== $end) {
+            $array['start'] = $start->format('Y-m-d');
+            $array['end']   = $end->format('Y-m-d');
+        }
+        if (0 !== $this->getLimit()) {
+            $array['limit'] = $this->getLimit();
+        }
+        return http_build_query($array);
+    }
+
+    /**
+     * @return int
+     */
+    public function getPage(): int
+    {
+        $page = $this->convertInteger('page');
+        return 0 === $page || $page > 65536 ? 1 : $page;
+    }
+
+    /**
+     * @return Carbon|null
+     */
+    public function getStartDate(): ?Carbon
+    {
+        return $this->getCarbonDate('start');
+    }
+
+    /**
+     * @return Carbon|null
+     */
+    public function getEndDate(): ?Carbon
+    {
+        return $this->getCarbonDate('end');
+    }
+
+    /**
+     * @return int
+     */
+    public function getLimit(): int
+    {
+        return $this->convertInteger('limit');
+    }
+
+    /**
+     * @return array
+     */
+    public function getTransactionTypes(): array
+    {
+        $type = (string)$this->get('type', 'default');
+        return $this->mapTransactionTypes($type);
+    }
+
+    /**
+     * @return array
+     */
+    public function rules(): array
+    {
+        return [
+            'start' => 'date',
+            'end'   => 'date|after:start',
+        ];
+    }
+}

app/Api/V2/Request/Model/Transaction/StoreRequest.php

@@ -0,0 +1,317 @@
+<?php
+/*
+ * StoreRequest.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\Model\Transaction;
+
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Models\UserGroup;
+use FireflyIII\Rules\BelongsUserGroup;
+use FireflyIII\Rules\IsBoolean;
+use FireflyIII\Rules\IsDateOrTime;
+use FireflyIII\Support\NullArrayObject;
+use FireflyIII\Support\Request\AppendsLocationData;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use FireflyIII\User;
+use FireflyIII\Validation\CurrencyValidation;
+use FireflyIII\Validation\GroupValidation;
+use FireflyIII\Validation\TransactionValidation;
+use Illuminate\Foundation\Http\FormRequest;
+use Illuminate\Validation\Validator;
+
+/**
+ * Class StoreRequest
+ *
+ * TODO this class is basically the same as the v1 request. However, it does not accept
+ * TODO models, objects and references that are NOT part of the designated user group (aka administration).
+ * TODO this distinction is already made in the CheckLogin trait, where there is also a convenient function
+ * TODO to grab the current UserGroup. This code is slightly different from other v2 apis that use
+ * TODO the "administration_id", those will have to be updated later on.
+ */
+class StoreRequest extends FormRequest
+{
+    use ChecksLogin;
+    use ConvertsDataTypes;
+
+    use TransactionValidation;
+    use GroupValidation;
+    use CurrencyValidation;
+    use AppendsLocationData;
+    protected array $acceptedRoles = [UserRoleEnum::MANAGE_TRANSACTIONS];
+
+    /**
+     * Get all data.
+     *
+     * @return array
+     */
+    public function getAll(): array
+    {
+        app('log')->debug('V2: Get all data in TransactionStoreRequest');
+
+        return [
+            'group_title'             => $this->convertString('group_title'),
+            'error_if_duplicate_hash' => $this->boolean('error_if_duplicate_hash'),
+            'apply_rules'             => $this->boolean('apply_rules', true),
+            'fire_webhooks'           => $this->boolean('fire_webhooks', true),
+            'transactions'            => $this->getTransactionData(),
+        ];
+        // TODO include location and ability to process it.
+    }
+
+    /**
+     * Get transaction data.
+     *
+     * @return array
+     */
+    private function getTransactionData(): array
+    {
+        $return = [];
+        /**
+         * @var array $transaction
+         */
+        foreach ($this->get('transactions') as $transaction) {
+            $object   = new NullArrayObject($transaction);
+            $return[] = [
+                'type'  => $this->clearString($object['type'], false),
+                'date'  => $this->dateFromValue($object['date']),
+                'order' => $this->integerFromValue((string)$object['order']),
+
+                'currency_id'           => $this->integerFromValue((string)$object['currency_id']),
+                'currency_code'         => $this->clearString((string)$object['currency_code'], false),
+
+                // foreign currency info:
+                'foreign_currency_id'   => $this->integerFromValue((string)$object['foreign_currency_id']),
+                'foreign_currency_code' => $this->clearString((string)$object['foreign_currency_code'], false),
+
+                // amount and foreign amount. Cannot be 0.
+                'amount'                => $this->clearString((string)$object['amount'], false),
+                'foreign_amount'        => $this->clearString((string)$object['foreign_amount'], false),
+
+                // description.
+                'description'           => $this->clearString($object['description'], false),
+
+                // 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'], false),
+                'source_iban'           => $this->clearString((string)$object['source_iban'], false),
+                'source_number'         => $this->clearString((string)$object['source_number'], false),
+                'source_bic'            => $this->clearString((string)$object['source_bic'], false),
+
+                // 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'], false),
+                'destination_iban'      => $this->clearString((string)$object['destination_iban'], false),
+                'destination_number'    => $this->clearString((string)$object['destination_number'], false),
+                'destination_bic'       => $this->clearString((string)$object['destination_bic'], false),
+
+                // budget info
+                'budget_id'             => $this->integerFromValue((string)$object['budget_id']),
+                'budget_name'           => $this->clearString((string)$object['budget_name'], false),
+
+                // category info
+                'category_id'           => $this->integerFromValue((string)$object['category_id']),
+                'category_name'         => $this->clearString((string)$object['category_name'], false),
+
+                // journal bill reference. Optional. Will only work for withdrawals
+                'bill_id'               => $this->integerFromValue((string)$object['bill_id']),
+                'bill_name'             => $this->clearString((string)$object['bill_name'], false),
+
+                // piggy bank reference. Optional. Will only work for transfers
+                'piggy_bank_id'         => $this->integerFromValue((string)$object['piggy_bank_id']),
+                'piggy_bank_name'       => $this->clearString((string)$object['piggy_bank_name'], false),
+
+                // some other interesting properties
+                'reconciled'            => $this->convertBoolean((string)$object['reconciled']),
+                'notes'                 => $this->clearString((string)$object['notes']),
+                'tags'                  => $this->arrayFromValue($object['tags']),
+
+                // all custom fields:
+                'internal_reference'    => $this->clearString((string)$object['internal_reference'], false),
+                'external_id'           => $this->clearString((string)$object['external_id'], false),
+                'original_source'       => sprintf('ff3-v%s|api-v%s', config('firefly.version'), config('firefly.api_version')),
+                'recurrence_id'         => $this->integerFromValue($object['recurrence_id']),
+                'bunq_payment_id'       => $this->clearString((string)$object['bunq_payment_id'], false),
+                'external_url'          => $this->clearString((string)$object['external_url'], false),
+
+                'sepa_cc'       => $this->clearString((string)$object['sepa_cc'], false),
+                'sepa_ct_op'    => $this->clearString((string)$object['sepa_ct_op'], false),
+                'sepa_ct_id'    => $this->clearString((string)$object['sepa_ct_id'], false),
+                'sepa_db'       => $this->clearString((string)$object['sepa_db'], false),
+                'sepa_country'  => $this->clearString((string)$object['sepa_country'], false),
+                'sepa_ep'       => $this->clearString((string)$object['sepa_ep'], false),
+                'sepa_ci'       => $this->clearString((string)$object['sepa_ci'], false),
+                'sepa_batch_id' => $this->clearString((string)$object['sepa_batch_id'], false),
+                // custom date fields. Must be Carbon objects. Presence is optional.
+                'interest_date' => $this->dateFromValue($object['interest_date']),
+                'book_date'     => $this->dateFromValue($object['book_date']),
+                'process_date'  => $this->dateFromValue($object['process_date']),
+                'due_date'      => $this->dateFromValue($object['due_date']),
+                'payment_date'  => $this->dateFromValue($object['payment_date']),
+                'invoice_date'  => $this->dateFromValue($object['invoice_date']),
+
+            ];
+        }
+
+        return $return;
+    }
+
+    /**
+     * The rules that the incoming request must be matched against.
+     *
+     * @return array
+     */
+    public function rules(): array
+    {
+        app('log')->debug('V2: Collect rules of TransactionStoreRequest');
+
+        // at this point the userGroup can't be NULL because the
+        // authorize() method will complain. Loudly.
+        /** @var UserGroup $userGroup */
+        $userGroup = $this->getUserGroup();
+
+        return [
+            // basic fields for group:
+            'group_title'                          => 'between:1,1000|nullable',
+            'error_if_duplicate_hash'              => [new IsBoolean()],
+            'apply_rules'                          => [new IsBoolean()],
+
+            // transaction rules (in array for splits):
+            'transactions.*.type'                  => 'required|in:withdrawal,deposit,transfer,opening-balance,reconciliation',
+            'transactions.*.date'                  => ['required', new IsDateOrTime()],
+            'transactions.*.order'                 => 'numeric|min:0',
+
+            // currency info
+            'transactions.*.currency_id'           => 'numeric|exists:transaction_currencies,id|nullable',
+            'transactions.*.currency_code'         => 'min:3|max:51|exists:transaction_currencies,code|nullable',
+            'transactions.*.foreign_currency_id'   => 'numeric|exists:transaction_currencies,id|nullable',
+            'transactions.*.foreign_currency_code' => 'min:3|max:51|exists:transaction_currencies,code|nullable',
+
+            // amount
+            'transactions.*.amount'                => 'required|numeric|gt:0',
+            'transactions.*.foreign_amount'        => 'numeric',
+
+            // description
+            'transactions.*.description'           => 'nullable|between:1,1000',
+
+            // source of transaction
+            'transactions.*.source_id'             => ['numeric', 'nullable', new BelongsUserGroup($userGroup)],
+            'transactions.*.source_name'           => 'between:1,255|nullable',
+            'transactions.*.source_iban'           => 'between:1,255|nullable|iban',
+            'transactions.*.source_number'         => 'between:1,255|nullable',
+            'transactions.*.source_bic'            => 'between:1,255|nullable|bic',
+
+            // destination of transaction
+            'transactions.*.destination_id'        => ['numeric', 'nullable', new BelongsUserGroup($userGroup)],
+            'transactions.*.destination_name'      => 'between:1,255|nullable',
+            'transactions.*.destination_iban'      => 'between:1,255|nullable|iban',
+            'transactions.*.destination_number'    => 'between:1,255|nullable',
+            'transactions.*.destination_bic'       => 'between:1,255|nullable|bic',
+
+            // budget, category, bill and piggy
+            'transactions.*.budget_id'             => ['mustExist:budgets,id', new BelongsUserGroup($userGroup)],
+            'transactions.*.budget_name'           => ['between:1,255', 'nullable', new BelongsUserGroup($userGroup)],
+            'transactions.*.category_id'           => ['mustExist:categories,id', new BelongsUserGroup($userGroup), 'nullable'],
+            'transactions.*.category_name'         => 'between:1,255|nullable',
+            'transactions.*.bill_id'               => ['numeric', 'nullable', 'mustExist:bills,id', new BelongsUserGroup($userGroup)],
+            'transactions.*.bill_name'             => ['between:1,255', 'nullable', new BelongsUserGroup($userGroup)],
+            'transactions.*.piggy_bank_id'         => ['numeric', 'nullable', 'mustExist:piggy_banks,id', new BelongsUserGroup($userGroup)],
+            'transactions.*.piggy_bank_name'       => ['between:1,255', 'nullable', new BelongsUserGroup($userGroup)],
+
+            // other interesting fields
+            'transactions.*.reconciled'            => [new IsBoolean()],
+            'transactions.*.notes'                 => 'min:1|max:50000|nullable',
+            'transactions.*.tags'                  => 'between:0,255',
+
+            // meta info fields
+            'transactions.*.internal_reference'    => 'min:1|max:255|nullable',
+            'transactions.*.external_id'           => 'min:1|max:255|nullable',
+            'transactions.*.recurrence_id'         => 'min:1|max:255|nullable',
+            'transactions.*.bunq_payment_id'       => 'min:1|max:255|nullable',
+            'transactions.*.external_url'          => 'min:1|max:255|nullable|url',
+
+            // SEPA fields:
+            'transactions.*.sepa_cc'               => 'min:1|max:255|nullable',
+            'transactions.*.sepa_ct_op'            => 'min:1|max:255|nullable',
+            'transactions.*.sepa_ct_id'            => 'min:1|max:255|nullable',
+            'transactions.*.sepa_db'               => 'min:1|max:255|nullable',
+            'transactions.*.sepa_country'          => 'min:1|max:255|nullable',
+            'transactions.*.sepa_ep'               => 'min:1|max:255|nullable',
+            'transactions.*.sepa_ci'               => 'min:1|max:255|nullable',
+            'transactions.*.sepa_batch_id'         => 'min:1|max:255|nullable',
+
+            // dates
+            'transactions.*.interest_date'         => 'date|nullable',
+            'transactions.*.book_date'             => 'date|nullable',
+            'transactions.*.process_date'          => 'date|nullable',
+            'transactions.*.due_date'              => 'date|nullable',
+            'transactions.*.payment_date'          => 'date|nullable',
+            'transactions.*.invoice_date'          => 'date|nullable',
+        ];
+    }
+
+    /**
+     * Configure the validator instance.
+     *
+     * @param Validator $validator
+     *
+     * @return void
+     */
+    public function withValidator(Validator $validator): void
+    {
+        /** @var User $user */
+        $user = auth()->user();
+        /** @var UserGroup $userGroup */
+        $userGroup = $this->getUserGroup();
+        $validator->after(
+            function (Validator $validator) use ($user, $userGroup) {
+                // must be valid array.
+                $this->validateTransactionArray($validator); // does not need group validation.
+
+                // must submit at least one transaction.
+                app('log')->debug('Now going to validateOneTransaction');
+                $this->validateOneTransaction($validator);              // does not need group validation.
+                app('log')->debug('Now done with validateOneTransaction');
+
+                // all journals must have a description
+                $this->validateDescriptions($validator);                // does not need group validation.
+
+                // all transaction types must be equal:
+                $this->validateTransactionTypes($validator);            // does not need group validation.
+
+                // validate foreign currency info
+                $this->validateForeignCurrencyInformation($validator);  // does not need group validation.
+
+                // validate all account info
+                $this->validateAccountInformation($validator, $user, $userGroup);
+
+                // validate source/destination is equal, depending on the transaction journal type.
+                $this->validateEqualAccounts($validator);
+
+                // the group must have a description if > 1 journal.
+                $this->validateGroupDescription($validator);
+            }
+        );
+    }
+
+
+}

app/Api/V2/Request/UserGroup/StoreRequest.php

@@ -0,0 +1,61 @@
+<?php
+
+
+/*
+ * StoreRequest.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\UserGroup;
+
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Foundation\Http\FormRequest;
+
+/**
+ * Class StoreRequest
+ */
+class StoreRequest extends FormRequest
+{
+    use ChecksLogin;
+    use ConvertsDataTypes;
+    protected array $acceptedRoles = [UserRoleEnum::OWNER, UserRoleEnum::FULL];
+
+    /**
+     * @return array
+     */
+    public function getAll(): array
+    {
+        return [
+            'title' => $this->convertString('title'),
+        ];
+    }
+
+    /**
+     * @return array
+     */
+    public function rules(): array
+    {
+        return [
+            'title' => 'unique:user_groups,title|required|min:2|max:255',
+        ];
+    }
+}

app/Api/V2/Request/UserGroup/UpdateMembershipRequest.php

@@ -0,0 +1,69 @@
+<?php
+
+
+/*
+ * StoreRequest.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\UserGroup;
+
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Foundation\Http\FormRequest;
+
+/**
+ * Class StoreRequest
+ */
+class UpdateMembershipRequest extends FormRequest
+{
+    use ChecksLogin;
+    use ConvertsDataTypes;
+    protected array $acceptedRoles = [UserRoleEnum::OWNER, UserRoleEnum::FULL];
+
+    /**
+     * @return array
+     */
+    public function getAll(): array
+    {
+        return [
+            'id'    => $this->convertInteger('id'),
+            'email' => $this->convertString('email'),
+            'roles' => $this->get('roles') ?? [],
+        ];
+    }
+
+    /**
+     * @return array
+     */
+    public function rules(): array
+    {
+        $validRoles = [];
+        foreach (UserRoleEnum::cases() as $role) {
+            $validRoles[] = $role->value;
+        }
+        return [
+            'id'      => 'exists:users,id|required_without:email',
+            'email'   => 'exists:users,email|required_without:id',
+            'roles.*' => 'required|in:' . join(',', $validRoles),
+        ];
+    }
+}

app/Api/V2/Request/UserGroup/UpdateRequest.php

@@ -0,0 +1,64 @@
+<?php
+
+
+/*
+ * StoreRequest.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\UserGroup;
+
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Models\UserGroup;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Foundation\Http\FormRequest;
+
+/**
+ * Class StoreRequest
+ */
+class UpdateRequest extends FormRequest
+{
+    use ChecksLogin;
+    use ConvertsDataTypes;
+    protected array $acceptedRoles = [UserRoleEnum::OWNER, UserRoleEnum::FULL];
+
+    /**
+     * @return array
+     */
+    public function getAll(): array
+    {
+        return [
+            'title' => $this->convertString('title'),
+        ];
+    }
+
+    /**
+     * @return array
+     */
+    public function rules(): array
+    {
+        /** @var UserGroup $userGroup */
+        $userGroup = $this->route()->parameter('userGroup');
+        return [
+            'title' => sprintf('required|min:2|max:255|unique:user_groups,title,%d', $userGroup->id),
+        ];
+    }
+}

app/Console/Commands/Correction/CorrectAmounts.php

@@ -34,6 +34,7 @@ use FireflyIII\Models\PiggyBankRepetition;
 use FireflyIII\Models\RecurrenceTransaction;
 use FireflyIII\Models\RuleTrigger;
 use Illuminate\Console\Command;
+use ValueError;
 
 /**
  * Class ReportSkeleton
@@ -247,7 +248,16 @@ class CorrectAmounts extends Command
         /** @var RuleTrigger $item */
         foreach ($set as $item) {
             // basic check:
-            if (-1 === bccomp((string)$item->trigger_value, '0')) {
+            $check = 0;
+            try {
+                $check = bccomp((string)$item->trigger_value, '0');
+            } catch (ValueError $e) {
+                $this->friendlyError(sprintf('Rule #%d contained invalid %s-trigger "%s". The trigger has been removed, and the rule is disabled.', $item->rule_id, $item->trigger_type, $item->trigger_value));
+                $item->rule->active = false;
+                $item->rule->save();
+                $item->forceDelete();
+            }
+            if (-1 === $check) {
                 $fixed++;
                 $item->trigger_value = app('steam')->positive((string)$item->trigger_value);
                 $item->save();

app/Console/Commands/Correction/DeleteEmptyJournals.php

@@ -82,6 +82,7 @@ class DeleteEmptyJournals extends Command
                     TransactionJournal::find((int)$row->transaction_journal_id)->delete();
                 } catch (QueryException $e) {
                     Log::info(sprintf('Could not delete journal: %s', $e->getMessage()));
+                    Log::error($e->getTraceAsString());
                 }
 
 
@@ -113,6 +114,7 @@ class DeleteEmptyJournals extends Command
                 TransactionJournal::find($entry->id)->delete();
             } catch (QueryException $e) {
                 Log::info(sprintf('Could not delete entry: %s', $e->getMessage()));
+                Log::error($e->getTraceAsString());
             }
 
 

app/Console/Commands/Integrity/CreateGroupMemberships.php

@@ -25,6 +25,7 @@ declare(strict_types=1);
 namespace FireflyIII\Console\Commands\Integrity;
 
 use FireflyIII\Console\Commands\ShowsFriendlyMessages;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\GroupMembership;
 use FireflyIII\Models\UserGroup;
@@ -85,7 +86,7 @@ class CreateGroupMemberships extends Command
             $userGroup = UserGroup::create(['title' => $user->email]);
         }
 
-        $userRole = UserRole::where('title', UserRole::OWNER)->first();
+        $userRole = UserRole::where('title', UserRoleEnum::OWNER->value)->first();
 
         if (null === $userRole) {
             throw new FireflyException('Firefly III could not find a user role. Please make sure all migrations have run.');

app/Console/Commands/Integrity/UpdateGroupInformation.php

@@ -32,6 +32,7 @@ use FireflyIII\Models\Bill;
 use FireflyIII\Models\Budget;
 use FireflyIII\Models\Category;
 use FireflyIII\Models\CurrencyExchangeRate;
+use FireflyIII\Models\ObjectGroup;
 use FireflyIII\Models\Recurrence;
 use FireflyIII\Models\Rule;
 use FireflyIII\Models\RuleGroup;
@@ -93,6 +94,7 @@ class UpdateGroupInformation extends Command
             Bill::class,
             Budget::class,
             Category::class,
+            ObjectGroup::class,
             CurrencyExchangeRate::class,
             Recurrence::class,
             RuleGroup::class,
@@ -124,7 +126,7 @@ class UpdateGroupInformation extends Command
             return;
         }
         if (0 !== $result) {
-            $this->friendlyPositive(sprintf('Moved %d %s objects to the correct group.', $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/OutputVersion.php

@@ -1,6 +1,6 @@
 <?php
 
-declare(strict_types=1);
+
 /*
  * OutputVersion.php
  * Copyright (c) 2023 james@firefly-iii.org
@@ -21,25 +21,29 @@ declare(strict_types=1);
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
+declare(strict_types=1);
+
 namespace FireflyIII\Console\Commands\System;
 
 use Illuminate\Console\Command;
 
+/**
+ * Class OutputVersion
+ */
 class OutputVersion extends Command
 {
-    /**
-     * The name and signature of the console command.
-     *
-     * @var string
-     */
-    protected $signature = 'firefly-iii:output-version';
-
     /**
      * The console command description.
      *
      * @var string
      */
     protected $description = 'Outputs the Firefly III version';
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'firefly-iii:output-version';
 
     /**
      * Execute the console command.

app/Console/Commands/Upgrade/UpgradeDatabase.php

@@ -69,6 +69,9 @@ class UpgradeDatabase extends Command
             'firefly-iii:liabilities-600',
             'firefly-iii:budget-limit-periods',
             'firefly-iii:restore-oauth-keys',
+            // also just in case, some integrity commands:
+            'firefly-iii:create-group-memberships',
+            'firefly-iii:upgrade-group-information',
         ];
         $args     = [];
         if ($this->option('force')) {

app/Enums/UserRoleEnum.php

@@ -29,12 +29,34 @@ namespace FireflyIII\Enums;
  */
 enum UserRoleEnum: string
 {
-    case CHANGE_PIGGY_BANKS  = 'change_piggies';
-    case CHANGE_REPETITIONS  = 'change_reps';
-    case CHANGE_RULES        = 'change_rules';
-    case CHANGE_TRANSACTIONS = 'change_tx';
-    case FULL                = 'full';
-    case OWNER               = 'owner';
-    case READ_ONLY           = 'ro';
-    case VIEW_REPORTS        = 'view_reports';
+    // most basic rights, cannot see other members, can see everything else.
+    case READ_ONLY = 'ro';
+
+    // required to even USE the group properly (in this order)
+    case MANAGE_TRANSACTIONS = 'mng_trx';
+
+    // required to edit, add or change categories/tags/object-groups
+    case MANAGE_META = 'mng_meta';
+
+    // manage other financial objects:
+    case MANAGE_BUDGETS       = 'mng_budgets';
+    case MANAGE_PIGGY_BANKS   = 'mng_piggies';
+    case MANAGE_REPETITIONS   = 'mng_reps';
+    case MANAGE_SUBSCRIPTIONS = 'mng_subscriptions';
+    case MANAGE_RULES         = 'mng_rules';
+    case MANAGE_RECURRING     = 'mng_recurring';
+    case MANAGE_WEBHOOKS      = 'mng_webhooks';
+    case MANAGE_CURRENCIES    = 'mng_currencies';
+
+    // view and generate reports
+    case VIEW_REPORTS = 'view_reports';
+
+    // view memberships. needs FULL to manage them.
+    case VIEW_MEMBERSHIPS = 'view_memberships';
+
+    // everything the creator can, except remove/change original creator and delete group
+    case FULL = 'full';
+
+    // reserved for original creator
+    case OWNER = 'owner';
 }

app/Events/Model/PiggyBank/ChangedAmount.php

@@ -22,8 +22,9 @@
 
 declare(strict_types=1);
 
-namespace FireflyIII\Events;
+namespace FireflyIII\Events\Model\PiggyBank;
 
+use FireflyIII\Events\Event;
 use FireflyIII\Models\PiggyBank;
 use FireflyIII\Models\TransactionGroup;
 use FireflyIII\Models\TransactionJournal;
@@ -31,9 +32,9 @@ use Illuminate\Queue\SerializesModels;
 use Illuminate\Support\Facades\Log;
 
 /**
- * Class ChangedPiggyBankAmount
+ * Class ChangedAmount
  */
-class ChangedPiggyBankAmount extends Event
+class ChangedAmount extends Event
 {
     use SerializesModels;
 

app/Events/Model/Rule/RuleActionFailedOnArray.php

@@ -0,0 +1,54 @@
+<?php
+
+
+/*
+ * RuleActionFailedOnArray.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\Events\Model\Rule;
+
+use FireflyIII\Models\RuleAction;
+use Illuminate\Queue\SerializesModels;
+
+/**
+ * Class RuleActionFailedOnArray
+ */
+class RuleActionFailedOnArray
+{
+    use SerializesModels;
+
+    public string     $error;
+    public array      $journal;
+    public RuleAction $ruleAction;
+
+    /**
+     * @param RuleAction $ruleAction
+     * @param array      $journal
+     * @param string     $error
+     */
+    public function __construct(RuleAction $ruleAction, array $journal, string $error)
+    {
+        app('log')->debug('Created new RuleActionFailedOnArray');
+        $this->ruleAction = $ruleAction;
+        $this->journal    = $journal;
+        $this->error      = $error;
+    }
+}

app/Events/Model/Rule/RuleActionFailedOnObject.php

@@ -0,0 +1,55 @@
+<?php
+
+
+/*
+ * RuleActionFailedOnObject.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\Events\Model\Rule;
+
+use FireflyIII\Models\RuleAction;
+use FireflyIII\Models\TransactionJournal;
+use Illuminate\Queue\SerializesModels;
+
+/**
+ * Class RuleActionFailedOnObject
+ */
+class RuleActionFailedOnObject
+{
+    use SerializesModels;
+
+    public string             $error;
+    public TransactionJournal $journal;
+    public RuleAction         $ruleAction;
+
+    /**
+     * @param RuleAction         $ruleAction
+     * @param TransactionJournal $journal
+     * @param string             $error
+     */
+    public function __construct(RuleAction $ruleAction, TransactionJournal $journal, string $error)
+    {
+        app('log')->debug('Created new RuleActionFailedOnObject');
+        $this->ruleAction = $ruleAction;
+        $this->journal    = $journal;
+        $this->error      = $error;
+    }
+}

app/Factory/AccountFactory.php

@@ -92,6 +92,7 @@ class AccountFactory
             $return = $this->create(
                 [
                     'user_id'           => $this->user->id,
+                    'user_group_id'     => $this->user->user_group_id,
                     'name'              => $accountName,
                     'account_type_id'   => $type->id,
                     'account_type_name' => null,
@@ -199,6 +200,7 @@ class AccountFactory
         $active         = array_key_exists('active', $data) ? $data['active'] : true;
         $databaseData   = [
             'user_id'         => $this->user->id,
+            'user_group_id'   => $this->user->user_group_id,
             'account_type_id' => $type->id,
             'name'            => $data['name'],
             'order'           => 25000,
@@ -216,6 +218,7 @@ class AccountFactory
         }
         // create account!
         $account = Account::create($databaseData);
+        Log::channel('audit')->info(sprintf('Account #%d ("%s") has been created.', $account->id, $account->name));
 
         // update meta data:
         $data = $this->cleanMetaDataArray($account, $data);
@@ -226,6 +229,7 @@ class AccountFactory
             $this->storeOpeningBalance($account, $data);
         } catch (FireflyException $e) {
             Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
         }
 
         // create credit liability data (only liabilities)
@@ -233,6 +237,7 @@ class AccountFactory
             $this->storeCreditLiability($account, $data);
         } catch (FireflyException $e) {
             Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
         }
 
         // create notes

app/Factory/AccountMetaFactory.php

@@ -26,6 +26,7 @@ namespace FireflyIII\Factory;
 
 use FireflyIII\Models\Account;
 use FireflyIII\Models\AccountMeta;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class AccountMetaFactory

app/Factory/BillFactory.php

@@ -67,6 +67,7 @@ class BillFactory
                     'match'                   => 'MIGRATED_TO_RULES',
                     'amount_min'              => $data['amount_min'],
                     'user_id'                 => $this->user->id,
+                    'user_group_id'           => $this->user->user_group_id,
                     'transaction_currency_id' => $currency->id,
                     'amount_max'              => $data['amount_max'],
                     'date'                    => $data['date'],

app/Factory/CategoryFactory.php

@@ -70,12 +70,14 @@ class CategoryFactory
             try {
                 return Category::create(
                     [
-                        'user_id' => $this->user->id,
-                        'name'    => $categoryName,
+                        'user_id'       => $this->user->id,
+                        'user_group_id' => $this->user->user_group_id,
+                        'name'          => $categoryName,
                     ]
                 );
             } catch (QueryException $e) {
                 Log::error($e->getMessage());
+                Log::error($e->getTraceAsString());
                 throw new FireflyException('400003: Could not store new category.', 0, $e);
             }
         }

app/Factory/RecurrenceFactory.php

@@ -107,6 +107,7 @@ class RecurrenceFactory
         $recurrence = new Recurrence(
             [
                 'user_id'             => $this->user->id,
+                'user_group_id'       => $this->user->user_group_id,
                 'transaction_type_id' => $type->id,
                 'title'               => $title,
                 'description'         => $description,
@@ -129,6 +130,7 @@ class RecurrenceFactory
             $this->createTransactions($recurrence, $data['transactions'] ?? []);
         } catch (FireflyException $e) {
             Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
             $recurrence->forceDelete();
             $message = sprintf('Could not create recurring transaction: %s', $e->getMessage());
             $this->errors->add('store', $message);

app/Factory/TagFactory.php

@@ -83,14 +83,15 @@ class TagFactory
         $latitude  = 0.0 === (float)$data['latitude'] ? null : (float)$data['latitude'];   // intentional float
         $longitude = 0.0 === (float)$data['longitude'] ? null : (float)$data['longitude']; // intentional float
         $array     = [
-            'user_id'     => $this->user->id,
-            'tag'         => trim($data['tag']),
-            'tagMode'     => 'nothing',
-            'date'        => $data['date'],
-            'description' => $data['description'],
-            'latitude'    => null,
-            'longitude'   => null,
-            'zoomLevel'   => null,
+            'user_id'       => $this->user->id,
+            'user_group_id' => $this->user->user_group_id,
+            'tag'           => trim($data['tag']),
+            'tagMode'       => 'nothing',
+            'date'          => $data['date'],
+            'description'   => $data['description'],
+            'latitude'      => null,
+            'longitude'     => null,
+            'zoomLevel'     => null,
         ];
         $tag       = Tag::create($array);
         if (null !== $tag && null !== $latitude && null !== $longitude) {

app/Factory/TransactionCurrencyFactory.php

@@ -69,6 +69,7 @@ class TransactionCurrencyFactory
         } catch (QueryException $e) {
             $result = null;
             Log::error(sprintf('Could not create new currency: %s', $e->getMessage()));
+            Log::error($e->getTraceAsString());
             throw new FireflyException('400004: Could not store new currency.', 0, $e);
         }
 

app/Factory/TransactionFactory.php

@@ -110,7 +110,7 @@ class TransactionFactory
             Log::error(sprintf('Could not create transaction: %s', $e->getMessage()), $data);
             Log::error($e->getMessage());
             Log::error($e->getTraceAsString());
-            throw new FireflyException('Query exception when creating transaction.', 0, $e);
+            throw new FireflyException(sprintf('Query exception when creating transaction: %s', $e->getMessage()), 0, $e);
         }
         if (null === $result) {
             throw new FireflyException('Transaction is NULL.');

app/Factory/TransactionGroupFactory.php

@@ -81,6 +81,7 @@ class TransactionGroupFactory
 
         $group = new TransactionGroup();
         $group->user()->associate($this->user);
+        $group->userGroup()->associate($data['user_group'] ?? $this->user->userGroup);
         $group->title = $title;
         $group->save();
 

app/Factory/TransactionJournalFactory.php

@@ -225,6 +225,7 @@ class TransactionJournalFactory
         $journal = TransactionJournal::create(
             [
                 'user_id'                 => $this->user->id,
+                'user_group_id'           => $this->user->user_group_id,
                 'transaction_type_id'     => $type->id,
                 'bill_id'                 => $billId,
                 'transaction_currency_id' => $currency->id,
@@ -533,7 +534,7 @@ class TransactionJournalFactory
     {
         $description = '' === $description ? '(empty description)' : $description;
 
-        return substr($description, 0, 255);
+        return substr($description, 0, 1024);
     }
 
     /**

app/Factory/UserGroupFactory.php

@@ -0,0 +1,66 @@
+<?php
+
+
+/*
+ * UserGroupFactory.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\Factory;
+
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Models\GroupMembership;
+use FireflyIII\Models\UserGroup;
+use FireflyIII\Models\UserRole;
+
+/**
+ * Class UserGroupFactory
+ */
+class UserGroupFactory
+{
+    /**
+     * @param array $data
+     *
+     * @return UserGroup
+     * @throws FireflyException
+     */
+    public function create(array $data): UserGroup
+    {
+        $userGroup        = new UserGroup();
+        $userGroup->title = $data['title'];
+        $userGroup->save();
+
+        // grab the OWNER role:
+        $role = UserRole::whereTitle(UserRoleEnum::OWNER->value)->first();
+        if (null === $role) {
+            throw new FireflyException('Role "owner" does not exist.');
+        }
+        // make user member:
+        $groupMembership                = new GroupMembership();
+        $groupMembership->user_group_id = $userGroup->id;
+        $groupMembership->user_id       = $data['user']->id;
+        $groupMembership->user_role_id  = $role->id;
+        $groupMembership->save();
+
+        return $userGroup;
+    }
+
+}

app/Generator/Report/Budget/MonthReportGenerator.php

@@ -75,6 +75,7 @@ class MonthReportGenerator implements ReportGeneratorInterface
                 ->render();
         } catch (Throwable $e) {
             Log::error(sprintf('Cannot render reports.account.report: %s', $e->getMessage()));
+            Log::error($e->getTraceAsString());
             $result = sprintf('Could not render report view: %s', $e->getMessage());
             throw new FireflyException($result, 0, $e);
         }

app/Generator/Report/Category/MonthReportGenerator.php

@@ -77,6 +77,7 @@ class MonthReportGenerator implements ReportGeneratorInterface
                 ->render();
         } catch (Throwable $e) {
             Log::error(sprintf('Cannot render reports.category.month: %s', $e->getMessage()));
+            Log::error($e->getTraceAsString());
             $result = sprintf('Could not render report view: %s', $e->getMessage());
             throw new FireflyException($result, 0, $e);
         }

app/Generator/Report/Standard/MonthReportGenerator.php

@@ -59,6 +59,7 @@ class MonthReportGenerator implements ReportGeneratorInterface
             return view('reports.default.month', compact('accountIds', 'reportType'))->with('start', $this->start)->with('end', $this->end)->render();
         } catch (Throwable $e) {
             Log::error(sprintf('Cannot render reports.default.month: %s', $e->getMessage()));
+            Log::error($e->getTraceAsString());
             $result = 'Could not render report view.';
             throw new FireflyException($result, 0, $e);
         }

app/Generator/Report/Standard/MultiYearReportGenerator.php

@@ -63,6 +63,7 @@ class MultiYearReportGenerator implements ReportGeneratorInterface
             )->with('start', $this->start)->with('end', $this->end)->render();
         } catch (Throwable $e) {
             Log::error(sprintf('Cannot render reports.default.multi-year: %s', $e->getMessage()));
+            Log::error($e->getTraceAsString());
             $result = sprintf('Could not render report view: %s', $e->getMessage());
             throw new FireflyException($result, 0, $e);
         }

app/Generator/Report/Standard/YearReportGenerator.php

@@ -63,6 +63,7 @@ class YearReportGenerator implements ReportGeneratorInterface
             )->with('start', $this->start)->with('end', $this->end)->render();
         } catch (Throwable $e) {
             Log::error(sprintf('Cannot render reports.account.report: %s', $e->getMessage()));
+            Log::error($e->getTraceAsString());
             $result = 'Could not render report view.';
             throw new FireflyException($result, 0, $e);
         }

app/Generator/Report/Tag/MonthReportGenerator.php

@@ -71,6 +71,7 @@ class MonthReportGenerator implements ReportGeneratorInterface
             )->with('start', $this->start)->with('end', $this->end)->with('tags', $this->tags)->with('accounts', $this->accounts)->render();
         } catch (Throwable $e) {
             Log::error(sprintf('Cannot render reports.tag.month: %s', $e->getMessage()));
+            Log::error($e->getTraceAsString());
             $result = sprintf('Could not render report view: %s', $e->getMessage());
             throw new FireflyException($result, 0, $e);
         }

app/Generator/Webhook/StandardMessageGenerator.php

@@ -174,6 +174,7 @@ class StandardMessageGenerator implements MessageGeneratorInterface
                     Log::error(
                         sprintf('The transformer could not include the requested transaction group for webhook #%d: %s', $webhook->id, $e->getMessage())
                     );
+                    Log::error($e->getTraceAsString());
 
                     return;
                 }

app/Handlers/Events/AutomationHandler.php

@@ -48,18 +48,23 @@ class AutomationHandler
     public function reportJournals(RequestedReportOnJournals $event): void
     {
         Log::debug('In reportJournals.');
-        $sendReport = config('firefly.send_report_journals');
-        if (false === $sendReport) {
-            return;
-        }
-
         /** @var UserRepositoryInterface $repository */
         $repository = app(UserRepositoryInterface::class);
         $user       = $repository->find($event->userId);
-        if (null === $user || 0 === $event->groups->count()) {
+        $sendReport = app('preferences')->getForUser($user, 'notification_transaction_creation', false)->data;
+
+        if (false === $sendReport) {
+            Log::debug('Not sending report, because config says so.');
             return;
         }
 
+
+        if (null === $user || 0 === $event->groups->count()) {
+            Log::debug('No transaction groups in event, nothing to email about.');
+            return;
+        }
+        Log::debug('Continue with message!');
+
         // transform groups into array:
         /** @var TransactionGroupTransformer $transformer */
         $transformer = app(TransactionGroupTransformer::class);
@@ -83,5 +88,6 @@ class AutomationHandler
             Log::error($e->getMessage());
             Log::error($e->getTraceAsString());
         }
+        Log::debug('If there is no error above this line, message was sent.');
     }
 }

app/Handlers/Events/Model/BudgetLimitHandler.php

@@ -63,18 +63,6 @@ class BudgetLimitHandler
     private function updateAvailableBudget(BudgetLimit $budgetLimit): void
     {
         Log::debug(sprintf('Now in updateAvailableBudget(#%d)', $budgetLimit->id));
-
-        // based on the view range of the user (month week quarter etc) the budget limit could
-        // either overlap multiple available budget periods or be contained in a single one.
-        // all have to be created or updated.
-        try {
-            $viewRange = app('preferences')->get('viewRange', '1M')->data;
-        } catch (ContainerExceptionInterface | NotFoundExceptionInterface $e) {
-            $viewRange = '1M';
-        }
-        $start  = app('navigation')->startOfPeriod($budgetLimit->start_date, $viewRange);
-        $end    = app('navigation')->startOfPeriod($budgetLimit->end_date, $viewRange);
-        $end    = app('navigation')->endOfPeriod($end, $viewRange);
         $budget = Budget::find($budgetLimit->budget_id);
         if (null === $budget) {
             Log::warning('Budget is null, probably deleted, find deleted version.');
@@ -94,8 +82,23 @@ class BudgetLimitHandler
             return;
         }
 
+        // based on the view range of the user (month week quarter etc) the budget limit could
+        // either overlap multiple available budget periods or be contained in a single one.
+        // all have to be created or updated.
+        try {
+            $viewRange = app('preferences')->getForUser($user, 'viewRange', '1M')->data;
+        } catch (ContainerExceptionInterface | NotFoundExceptionInterface $e) {
+            app('log')->error($e->getMessage());
+            $viewRange = '1M';
+        }
+
+        $start = app('navigation')->startOfPeriod($budgetLimit->start_date, $viewRange);
+        $end   = app('navigation')->startOfPeriod($budgetLimit->end_date, $viewRange);
+        $end   = app('navigation')->endOfPeriod($end, $viewRange);
+
         // limit period in total is:
         $limitPeriod = Period::make($start, $end, precision: Precision::DAY(), boundaries: Boundaries::EXCLUDE_NONE());
+        app('log')->debug(sprintf('Limit period is from %s to %s', $start->format('Y-m-d'), $end->format('Y-m-d')));
 
         // from the start until the end of the budget limit, need to loop!
         $current = clone $start;
@@ -131,6 +134,7 @@ class BudgetLimitHandler
                     $availableBudget = new AvailableBudget(
                         [
                             'user_id'                 => $budgetLimit->budget->user->id,
+                            'user_group_id'           => $budgetLimit->budget->user->user_group_id,
                             'transaction_currency_id' => $budgetLimit->transaction_currency_id,
                             'start_date'              => $current,
                             'end_date'                => $currentEnd,
@@ -165,7 +169,7 @@ class BudgetLimitHandler
                 $availableBudget->end_date->format('Y-m-d')
             )
         );
-        // have to recalc everything just in case.
+        // have to recalculate everything just in case.
         $set = $repository->getAllBudgetLimitsByCurrency($availableBudget->transactionCurrency, $availableBudget->start_date, $availableBudget->end_date);
         Log::debug(sprintf('Found %d interesting budget limit(s).', $set->count()));
         /** @var BudgetLimit $budgetLimit */
@@ -185,15 +189,18 @@ class BudgetLimitHandler
                 precision : Precision::DAY(),
                 boundaries: Boundaries::EXCLUDE_NONE()
             );
-            // if both equal eachother, amount from this BL must be added to the AB
+            // if both equal each other, amount from this BL must be added to the AB
             if ($limitPeriod->equals($abPeriod)) {
+                app('log')->debug('This budget limit is equal to the available budget period.');
                 $newAmount = bcadd($newAmount, $budgetLimit->amount);
             }
-            // if budget limit period inside AB period, can be added in full.
+            // if budget limit period is inside AB period, it can be added in full.
             if (!$limitPeriod->equals($abPeriod) && $abPeriod->contains($limitPeriod)) {
+                app('log')->debug('This budget limit is smaller than the available budget period.');
                 $newAmount = bcadd($newAmount, $budgetLimit->amount);
             }
-            if (!$limitPeriod->equals($abPeriod) && $abPeriod->overlapsWith($limitPeriod)) {
+            if (!$limitPeriod->equals($abPeriod) && !$abPeriod->contains($limitPeriod) && $abPeriod->overlapsWith($limitPeriod)) {
+                app('log')->debug('This budget limit is something else entirely!');
                 $overlap = $abPeriod->overlap($limitPeriod);
                 if (null !== $overlap) {
                     $length    = $overlap->length();
@@ -208,7 +215,7 @@ class BudgetLimitHandler
             return;
         }
         Log::debug(sprintf('Concluded new amount for this AB must be %s', $newAmount));
-        $availableBudget->amount = $newAmount;
+        $availableBudget->amount = app('steam')->bcround($newAmount, $availableBudget->transactionCurrency->decimal_places);
         $availableBudget->save();
     }
 

app/Handlers/Events/Model/PiggyBankEventHandler.php

@@ -22,9 +22,9 @@
 
 declare(strict_types=1);
 
-namespace FireflyIII\Handlers\Events;
+namespace FireflyIII\Handlers\Events\Model;
 
-use FireflyIII\Events\ChangedPiggyBankAmount;
+use FireflyIII\Events\Model\PiggyBank\ChangedAmount;
 use FireflyIII\Models\PiggyBankEvent;
 use Illuminate\Support\Facades\Log;
 
@@ -34,11 +34,11 @@ use Illuminate\Support\Facades\Log;
 class PiggyBankEventHandler
 {
     /**
-     * @param ChangedPiggyBankAmount $event
+     * @param ChangedAmount $event
      *
      * @return void
      */
-    public function changePiggyAmount(ChangedPiggyBankAmount $event): void
+    public function changePiggyAmount(ChangedAmount $event): void
     {
         // find journal if group is present.
         $journal = $event->transactionJournal;

app/Handlers/Events/Model/RuleHandler.php

@@ -0,0 +1,97 @@
+<?php
+
+
+/*
+ * RuleHandler.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\Handlers\Events\Model;
+
+use FireflyIII\Events\Model\Rule\RuleActionFailedOnArray;
+use FireflyIII\Events\Model\Rule\RuleActionFailedOnObject;
+use FireflyIII\Notifications\User\RuleActionFailed;
+use FireflyIII\Support\Facades\Preferences;
+use Illuminate\Support\Facades\Notification;
+
+/**
+ * Class RuleHandler
+ */
+class RuleHandler
+{
+    /**
+     * @param RuleActionFailedOnArray $event
+     *
+     * @return void
+     */
+    public function ruleActionFailedOnArray(RuleActionFailedOnArray $event): void
+    {
+        $ruleAction = $event->ruleAction;
+        $rule       = $ruleAction->rule;
+        $preference = Preferences::getForUser($rule->user, 'notification_rule_action_failures', true)->data;
+        if (false === $preference) {
+            return;
+        }
+        app('log')->debug('Now in ruleActionFailedOnArray');
+        $journal = $event->journal;
+        $error   = $event->error;
+        $user    = $ruleAction->rule->user;
+
+        $mainMessage = trans('rules.main_message', ['rule' => $rule->title, 'action' => $ruleAction->action_type, 'group' => $journal['transaction_group_id'], 'error' => $error]);
+        $groupTitle  = $journal['description'] ?? '';
+        $groupLink   = route('transactions.show', [$journal['transaction_group_id']]);
+        $ruleTitle   = $rule->title;
+        $ruleLink    = route('rules.edit', [$rule->id]);
+        $params      = [$mainMessage, $groupTitle, $groupLink, $ruleTitle, $ruleLink];
+
+
+        Notification::send($user, new RuleActionFailed($params));
+    }
+
+    /**
+     * @param RuleActionFailedOnObject $event
+     *
+     * @return void
+     */
+    public function ruleActionFailedOnObject(RuleActionFailedOnObject $event): void
+    {
+        $ruleAction = $event->ruleAction;
+        $rule       = $ruleAction->rule;
+        $preference = Preferences::getForUser($rule->user, 'notification_rule_action_failures', true)->data;
+        if (false === $preference) {
+            return;
+        }
+        app('log')->debug('Now in ruleActionFailedOnObject');
+        $journal = $event->journal;
+        $error   = $event->error;
+        $user    = $ruleAction->rule->user;
+
+        $mainMessage = trans('rules.main_message', ['rule' => $rule->title, 'action' => $ruleAction->action_type, 'group' => $journal->transaction_group_id, 'error' => $error]);
+        $groupTitle  = $journal->description ?? '';
+        $groupLink   = route('transactions.show', [$journal->transaction_group_id]);
+        $ruleTitle   = $rule->title;
+        $ruleLink    = route('rules.edit', [$rule->id]);
+        $params      = [$mainMessage, $groupTitle, $groupLink, $ruleTitle, $ruleLink];
+
+
+        Notification::send($user, new RuleActionFailed($params));
+    }
+
+}

app/Handlers/Events/UserEventHandler.php

@@ -26,6 +26,7 @@ namespace FireflyIII\Handlers\Events;
 use Carbon\Carbon;
 use Database\Seeders\ExchangeRateSeeder;
 use Exception;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Events\ActuallyLoggedIn;
 use FireflyIII\Events\Admin\InvitationCreated;
 use FireflyIII\Events\DetectedNewIPAddress;
@@ -144,7 +145,7 @@ class UserEventHandler
             }
         }
         /** @var UserRole|null $role */
-        $role = UserRole::where('title', UserRole::OWNER)->first();
+        $role = UserRole::where('title', UserRoleEnum::OWNER->value)->first();
         if (null === $role) {
             throw new FireflyException('The user role is unexpectedly empty. Did you run all migrations?');
         }
@@ -275,6 +276,7 @@ class UserEventHandler
             Mail::to($newEmail)->send(new ConfirmEmailChangeMail($newEmail, $oldEmail, $url));
         } catch (Exception $e) { // intentional generic exception
             Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
             throw new FireflyException($e->getMessage(), 0, $e);
         }
     }
@@ -299,6 +301,7 @@ class UserEventHandler
             Mail::to($oldEmail)->send(new UndoEmailChangeMail($newEmail, $oldEmail, $url));
         } catch (Exception $e) { // intentional generic exception
             Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
             throw new FireflyException($e->getMessage(), 0, $e);
         }
     }
@@ -342,6 +345,7 @@ class UserEventHandler
             Mail::to($invitee)->send(new InvitationMail($invitee, $admin, $url));
         } catch (Exception $e) { // intentional generic exception
             Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
             throw new FireflyException($e->getMessage(), 0, $e);
         }
     }

app/Handlers/Events/VersionCheckEventHandler.php

@@ -57,7 +57,7 @@ class VersionCheckEventHandler
         $permission = app('fireflyconfig')->get('permission_update_check', -1);
         $value      = (int)$permission->data;
         if (1 !== $value) {
-            Log::info('Update check is not enabled.');
+            Log::debug('Update check is not enabled.');
             $this->warnToCheckForUpdates($event);
 
             return;

app/Handlers/Observer/AccountObserver.php

@@ -0,0 +1,58 @@
+<?php
+/*
+ * AccountObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Account;
+
+/**
+ * Class AccountObserver
+ */
+class AccountObserver
+{
+    /**
+     * Also delete related objects.
+     *
+     * @param Account $account
+     *
+     * @return void
+     */
+    public function deleting(Account $account): void
+    {
+        app('log')->debug('Observe "deleting" of an account.');
+        $account->accountMeta()->delete();
+        foreach ($account->piggyBanks()->get() as $piggy) {
+            $piggy->delete();
+        }
+        foreach ($account->attachments()->get() as $attachment) {
+            $attachment->delete();
+        }
+        foreach ($account->transactions()->get() as $transaction) {
+            $transaction->delete();
+        }
+        $account->notes()->delete();
+        $account->locations()->delete();
+
+    }
+
+}

app/Handlers/Observer/AttachmentObserver.php

@@ -0,0 +1,38 @@
+<?php
+
+/*
+ * AttachmentObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Attachment;
+
+/**
+ * Class AttachmentObserver
+ */
+class AttachmentObserver
+{
+    public function deleting(Attachment $attachment): void
+    {
+        app('log')->debug('Observe "deleting" of an attachment.');
+        $attachment->notes()->delete();
+    }
+}

app/Handlers/Observer/BillObserver.php

@@ -0,0 +1,47 @@
+<?php
+
+/*
+ * BillObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Bill;
+
+/**
+ * Class BillObserver
+ */
+class BillObserver
+{
+    /**
+     * @param Bill $bill
+     *
+     * @return void
+     */
+    public function deleting(Bill $bill): void
+    {
+        app('log')->debug('Observe "deleting" of a bill.');
+        foreach ($bill->attachments()->get() as $attachment) {
+            $attachment->delete();
+        }
+        $bill->notes()->delete();
+    }
+
+}

app/Handlers/Observer/BudgetObserver.php

@@ -0,0 +1,51 @@
+<?php
+
+/*
+ * BudgetObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Budget;
+
+/**
+ * Class BudgetObserver
+ */
+class BudgetObserver
+{
+    /**
+     * @param Budget $budget
+     *
+     * @return void
+     */
+    public function deleting(Budget $budget): void
+    {
+        app('log')->debug('Observe "deleting" of a budget.');
+        foreach ($budget->attachments()->get() as $attachment) {
+            $attachment->delete();
+        }
+
+        $budget->budgetlimits()->delete();
+
+        $budget->notes()->delete();
+        $budget->autoBudgets()->delete();
+    }
+
+}

app/Handlers/Observer/CategoryObserver.php

@@ -0,0 +1,47 @@
+<?php
+
+/*
+ * CategoryObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Category;
+
+/**
+ * Class CategoryObserver
+ */
+class CategoryObserver
+{
+    /**
+     * @param Category $category
+     *
+     * @return void
+     */
+    public function deleting(Category $category): void
+    {
+        app('log')->debug('Observe "deleting" of a category.');
+        foreach ($category->attachments()->get() as $attachment) {
+            $attachment->delete();
+        }
+        $category->notes()->delete();
+    }
+
+}

app/Handlers/Observer/PiggyBankObserver.php

@@ -0,0 +1,71 @@
+<?php
+/*
+ * PiggyBankObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\PiggyBank;
+use FireflyIII\Models\PiggyBankRepetition;
+
+/**
+ * Class PiggyBankObserver
+ */
+class PiggyBankObserver
+{
+    /**
+     * @param PiggyBank $piggyBank
+     *
+     * @return void
+     */
+    public function created(PiggyBank $piggyBank): void
+    {
+        app('log')->debug('Observe "created" of a piggy bank.');
+        $repetition = new PiggyBankRepetition();
+        $repetition->piggyBank()->associate($piggyBank);
+        $repetition->startdate     = $piggyBank->startdate;
+        $repetition->targetdate    = $piggyBank->targetdate;
+        $repetition->currentamount = 0;
+        $repetition->save();
+    }
+
+    /**
+     * Also delete related objects.
+     *
+     * @param PiggyBank $piggyBank
+     *
+     * @return void
+     */
+    public function deleting(PiggyBank $piggyBank): void
+    {
+        app('log')->debug('Observe "deleting" of a piggy bank.');
+
+        foreach ($piggyBank->attachments()->get() as $attachment) {
+            $attachment->delete();
+        }
+
+        $piggyBank->piggyBankEvents()->delete();
+        $piggyBank->piggyBankRepetitions()->delete();
+
+        $piggyBank->notes()->delete();
+    }
+
+}

app/Handlers/Observer/RecurrenceObserver.php

@@ -0,0 +1,54 @@
+<?php
+
+/*
+ * RecurrenceObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Recurrence;
+
+/**
+ * Class RecurrenceObserver
+ */
+class RecurrenceObserver
+{
+    /**
+     * @param Recurrence $recurrence
+     *
+     * @return void
+     */
+    public function deleting(Recurrence $recurrence): void
+    {
+        app('log')->debug('Observe "deleting" of a recurrence.');
+        foreach ($recurrence->attachments()->get() as $attachment) {
+            $attachment->delete();
+        }
+
+        $recurrence->recurrenceRepetitions()->delete();
+        $recurrence->recurrenceMeta()->delete();
+        foreach ($recurrence->recurrenceTransactions()->get() as $transaction) {
+            $transaction->delete();
+        }
+        $recurrence->notes()->delete();
+
+    }
+
+}

app/Handlers/Observer/RecurrenceTransactionObserver.php

@@ -0,0 +1,44 @@
+<?php
+
+/*
+ * RecurrenceTransactionObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\RecurrenceTransaction;
+
+/**
+ * Class RecurrenceTransactionObserver
+ */
+class RecurrenceTransactionObserver
+{
+    /**
+     * @param RecurrenceTransaction $transaction
+     *
+     * @return void
+     */
+    public function deleting(RecurrenceTransaction $transaction): void
+    {
+        app('log')->debug('Observe "deleting" of a recurrence transaction.');
+        $transaction->recurrenceTransactionMeta()->delete();
+    }
+
+}

app/Handlers/Observer/RuleGroupObserver.php

@@ -0,0 +1,47 @@
+<?php
+
+/*
+ * RuleGroupObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\RuleGroup;
+
+/**
+ * Class RuleGroupObserver
+ */
+class RuleGroupObserver
+{
+    /**
+     * @param RuleGroup $ruleGroup
+     *
+     * @return void
+     */
+    public function deleting(RuleGroup $ruleGroup): void
+    {
+        app('log')->debug('Observe "deleting" of a rule group.');
+        foreach ($ruleGroup->rules()->get() as $rule) {
+            $rule->delete();
+        }
+
+    }
+
+}

app/Handlers/Observer/RuleObserver.php

@@ -0,0 +1,45 @@
+<?php
+
+/*
+ * RuleObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Rule;
+
+/**
+ * Class RuleObserver
+ */
+class RuleObserver
+{
+    /**
+     * @param Rule $rule
+     *
+     * @return void
+     */
+    public function deleting(Rule $rule): void
+    {
+        app('log')->debug('Observe "deleting" of a rule.');
+        $rule->ruleActions()->delete();
+        $rule->ruleTriggers()->delete();
+    }
+
+}

app/Handlers/Observer/TagObserver.php

@@ -0,0 +1,50 @@
+<?php
+
+/*
+ * TagObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Tag;
+
+/**
+ * Class TagObserver
+ */
+class TagObserver
+{
+    /**
+     * @param Tag $tag
+     *
+     * @return void
+     */
+    public function deleting(Tag $tag): void
+    {
+        app('log')->debug('Observe "deleting" of a tag.');
+
+        foreach ($tag->attachments()->get() as $attachment) {
+            $attachment->delete();
+        }
+
+        $tag->locations()->delete();
+
+    }
+
+}

app/Handlers/Observer/TransactionGroupObserver.php

@@ -0,0 +1,41 @@
+<?php
+
+/*
+ * TransactionGroup.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\Handlers\Observer;
+
+use FireflyIII\Models\TransactionGroup;
+
+/**
+ * Class TransactionGroup
+ */
+class TransactionGroupObserver
+{
+    public function deleting(TransactionGroup $transactionGroup): void
+    {
+        app('log')->debug('Observe "deleting" of a transaction group.');
+        foreach ($transactionGroup->transactionJournals()->get() as $journal) {
+            $journal->delete();
+        }
+    }
+
+}

app/Handlers/Observer/TransactionJournalObserver.php

@@ -0,0 +1,57 @@
+<?php
+
+/*
+ * TransactionJournalObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\TransactionJournal;
+
+/**
+ * Class TransactionJournalObserver
+ */
+class TransactionJournalObserver
+{
+    /**
+     * @param TransactionJournal $transactionJournal
+     *
+     * @return void
+     */
+    public function deleting(TransactionJournal $transactionJournal): void
+    {
+        app('log')->debug('Observe "deleting" of a transaction journal.');
+
+        // to make sure the listener doesn't get back to use and loop
+        TransactionJournal::withoutEvents(function () use ($transactionJournal) {
+            foreach ($transactionJournal->transactions()->get() as $transaction) {
+                $transaction->delete();
+            }
+        });
+        foreach ($transactionJournal->attachments()->get() as $attachment) {
+            $attachment->delete();
+        }
+        $transactionJournal->locations()->delete();
+        $transactionJournal->sourceJournalLinks()->delete();
+        $transactionJournal->destJournalLinks()->delete();
+        $transactionJournal->auditLogEntries()->delete();
+    }
+
+}

app/Handlers/Observer/TransactionObserver.php

@@ -0,0 +1,39 @@
+<?php
+
+/*
+ * TransactionObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Transaction;
+
+/**
+ * Class TransactionObserver
+ */
+class TransactionObserver
+{
+    public function deleting(Transaction $transaction): void
+    {
+        app('log')->debug('Observe "deleting" of a transaction.');
+        $transaction?->transactionJournal?->delete();
+    }
+
+}

app/Handlers/Observer/WebhookMessageObserver.php

@@ -0,0 +1,43 @@
+<?php
+
+/*
+ * WebhookMessageObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\WebhookMessage;
+
+/**
+ * Class WebhookMessageObserver
+ */
+class WebhookMessageObserver
+{
+    /**
+     * @param WebhookMessage $webhookMessage
+     *
+     * @return void
+     */
+    public function deleting(WebhookMessage $webhookMessage): void
+    {
+        app('log')->debug('Observe "deleting" of a webhook message.');
+        $webhookMessage->webhookAttempts()->delete();
+    }
+}

app/Handlers/Observer/WebhookObserver.php

@@ -0,0 +1,46 @@
+<?php
+
+/*
+ * WebhookObserver.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\Handlers\Observer;
+
+use FireflyIII\Models\Webhook;
+
+/**
+ * Class WebhookObserver
+ */
+class WebhookObserver
+{
+    /**
+     * @param Webhook $webhook
+     *
+     * @return void
+     */
+    public function deleting(Webhook $webhook): void
+    {
+        app('log')->debug('Observe "deleting" of a webhook.');
+        foreach ($webhook->webhookMessages() as $message) {
+            $message->delete();
+        }
+    }
+
+}

app/Helpers/Collector/Extensions/CollectorProperties.php

@@ -24,6 +24,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Helpers\Collector\Extensions;
 
+use FireflyIII\Models\UserGroup;
 use FireflyIII\User;
 use Illuminate\Database\Eloquent\Relations\HasMany;
 
@@ -33,22 +34,29 @@ use Illuminate\Database\Eloquent\Relations\HasMany;
 trait CollectorProperties
 {
     public const TEST = 'Test';
-    private bool    $expandGroupSearch;
-    private array   $fields;
-    private bool    $hasAccountInfo;
-    private bool    $hasBillInformation;
-    private bool    $hasBudgetInformation;
-    private bool    $hasCatInformation;
-    private bool    $hasJoinedAttTables;
-    private bool    $hasJoinedMetaTables;
-    private bool    $hasJoinedTagTables;
-    private bool    $hasNotesInformation;
-    private array   $integerFields;
-    private ?int    $limit;
-    private ?int    $page;
-    private array   $postFilters;
+    private bool $expandGroupSearch;
+    private array $fields;
+    private bool $hasAccountInfo;
+    private bool $hasBillInformation;
+    private bool $hasBudgetInformation;
+    private bool $hasCatInformation;
+    private bool $hasJoinedAttTables;
+    private bool $hasJoinedMetaTables;
+    private bool $hasJoinedTagTables;
+    private bool $hasNotesInformation;
+    private array $integerFields;
+    private ?int $limit;
+    private ?int $page;
+    private array $postFilters;
     private HasMany $query;
-    private array   $stringFields;
-    private int     $total;
-    private ?User   $user;
+    private array $stringFields;
+    /*
+     * This array is used to collect ALL tags the user may search for (using 'setTags').
+     * This way the user can call 'setTags' multiple times and get a joined result.
+     *
+     */
+    private array $tags;
+    private int $total;
+    private ?User $user;
+    private ?UserGroup $userGroup;
 }

app/Helpers/Collector/Extensions/MetaCollection.php

@@ -64,8 +64,8 @@ trait MetaCollection
             // join bill table
             $this->query->leftJoin('bills', 'bills.id', '=', 'transaction_journals.bill_id');
             // add fields
-            $this->fields[] = 'bills.id as bill_id';
-            $this->fields[] = 'bills.name as bill_name';
+            $this->fields[]           = 'bills.id as bill_id';
+            $this->fields[]           = 'bills.name as bill_name';
             $this->hasBillInformation = true;
         }
 
@@ -104,8 +104,8 @@ trait MetaCollection
             // join cat table
             $this->query->leftJoin('budgets', 'budget_transaction_journal.budget_id', '=', 'budgets.id');
             // add fields
-            $this->fields[] = 'budgets.id as budget_id';
-            $this->fields[] = 'budgets.name as budget_name';
+            $this->fields[]             = 'budgets.id as budget_id';
+            $this->fields[]             = 'budgets.name as budget_name';
             $this->hasBudgetInformation = true;
         }
 
@@ -157,8 +157,8 @@ trait MetaCollection
             // join cat table
             $this->query->leftJoin('categories', 'category_transaction_journal.category_id', '=', 'categories.id');
             // add fields
-            $this->fields[] = 'categories.id as category_id';
-            $this->fields[] = 'categories.name as category_name';
+            $this->fields[]          = 'categories.id as category_id';
+            $this->fields[]          = 'categories.name as category_name';
             $this->hasCatInformation = true;
         }
 
@@ -603,7 +603,7 @@ trait MetaCollection
                 }
             );
             // add fields
-            $this->fields[] = 'notes.text as notes';
+            $this->fields[]            = 'notes.text as notes';
             $this->hasNotesInformation = true;
         }
 
@@ -896,7 +896,8 @@ trait MetaCollection
     public function setTags(Collection $tags): GroupCollectorInterface
     {
         $this->withTagInformation();
-        $this->query->whereIn('tag_transaction_journal.tag_id', $tags->pluck('id')->toArray());
+        $this->tags = array_merge($this->tags, $tags->pluck('id')->toArray());
+        $this->query->whereIn('tag_transaction_journal.tag_id', $this->tags);
 
         return $this;
     }
@@ -913,8 +914,8 @@ trait MetaCollection
         $this->withTagInformation();
 
         // this method adds a "postFilter" to the collector.
-        $list = $tags->pluck('tag')->toArray();
-        $filter = function (int $index, array $object) use ($list): bool {
+        $list                = $tags->pluck('tag')->toArray();
+        $filter              = function (int $index, array $object) use ($list): bool {
             foreach ($object['transactions'] as $transaction) {
                 foreach ($transaction['tags'] as $tag) {
                     if (in_array($tag['name'], $list, true)) {

app/Helpers/Collector/Extensions/TimeCollection.php

@@ -675,6 +675,23 @@ trait TimeCollection
         return $this;
     }
 
+    /**
+     * Set the end time of the results to return.
+     *
+     * @param Carbon $end
+     *
+     * @return GroupCollectorInterface
+     */
+    public function setEnd(Carbon $end): GroupCollectorInterface
+    {
+        // always got to end of day / start of day for ranges.
+        $endStr = $end->format('Y-m-d 23:59:59');
+
+        $this->query->where('transaction_journals.date', '<=', $endStr);
+
+        return $this;
+    }
+
     /**
      * @param Carbon $date
      * @param string $field
@@ -802,22 +819,44 @@ trait TimeCollection
     /**
      * Set the start and end time of the results to return.
      *
-     * @param Carbon $start
-     * @param Carbon $end
+     * Can either or both be NULL
+     *
+     * @param Carbon|null $start
+     * @param Carbon|null $end
      *
      * @return GroupCollectorInterface
      */
-    public function setRange(Carbon $start, Carbon $end): GroupCollectorInterface
+    public function setRange(?Carbon $start, ?Carbon $end): GroupCollectorInterface
     {
-        if ($end < $start) {
+        if (null !== $start && null !== $end && $end < $start) {
             [$start, $end] = [$end, $start];
         }
         // always got to end of day / start of day for ranges.
+        $startStr = $start?->format('Y-m-d 00:00:00');
+        $endStr   = $end?->format('Y-m-d 23:59:59');
+
+        if (null !== $start) {
+            $this->query->where('transaction_journals.date', '>=', $startStr);
+        }
+        if (null !== $end) {
+            $this->query->where('transaction_journals.date', '<=', $endStr);
+        }
+
+        return $this;
+    }
+
+    /**
+     * Set the start time of the results to return.
+     *
+     * @param Carbon $start
+     *
+     * @return GroupCollectorInterface
+     */
+    public function setStart(Carbon $start): GroupCollectorInterface
+    {
         $startStr = $start->format('Y-m-d 00:00:00');
-        $endStr   = $end->format('Y-m-d 23:59:59');
 
         $this->query->where('transaction_journals.date', '>=', $startStr);
-        $this->query->where('transaction_journals.date', '<=', $endStr);
 
         return $this;
     }

app/Helpers/Collector/GroupCollector.php

@@ -38,6 +38,7 @@ use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Models\TransactionGroup;
 use FireflyIII\Models\TransactionJournal;
 use FireflyIII\Models\TransactionType;
+use FireflyIII\Models\UserGroup;
 use FireflyIII\User;
 use Illuminate\Database\Eloquent\Builder as EloquentBuilder;
 use Illuminate\Database\Query\JoinClause;
@@ -65,7 +66,9 @@ class GroupCollector implements GroupCollectorInterface
     public function __construct()
     {
         $this->postFilters = [];
+        $this->tags        = [];
         $this->user        = null;
+        $this->userGroup   = null;
         $this->limit       = null;
         $this->page        = null;
 
@@ -81,6 +84,7 @@ class GroupCollector implements GroupCollectorInterface
         $this->integerFields        = [
             'transaction_group_id',
             'user_id',
+            'user_group_id',
             'transaction_journal_id',
             'transaction_type_id',
             'order',
@@ -101,6 +105,7 @@ class GroupCollector implements GroupCollectorInterface
             # group
             'transaction_groups.id as transaction_group_id',
             'transaction_groups.user_id as user_id',
+            'transaction_groups.user_group_id as user_group_id',
             'transaction_groups.created_at as created_at',
             'transaction_groups.updated_at as updated_at',
             'transaction_groups.title as transaction_group_title',
@@ -299,7 +304,20 @@ class GroupCollector implements GroupCollectorInterface
      */
     public function dumpQuery(): void
     {
-        echo $this->query->select($this->fields)->toSql();
+        $query  = $this->query->select($this->fields)->toSql();
+        $params = $this->query->getBindings();
+        foreach ($params as $param) {
+            $replace = sprintf('"%s"', $param);
+            if (is_int($param)) {
+                $replace = (string)$param;
+            }
+            $pos = strpos($query, '?');
+            if ($pos !== false) {
+                $query = substr_replace($query, $replace, $pos, 1);
+            }
+        }
+        echo $query;
+
         echo '<pre>';
         print_r($this->query->getBindings());
         echo '</pre>';
@@ -547,6 +565,7 @@ class GroupCollector implements GroupCollectorInterface
                 $groupArray  = [
                     'id'               => (int)$augumentedJournal->transaction_group_id,
                     'user_id'          => (int)$augumentedJournal->user_id,
+                    'user_group_id'    => (int)$augumentedJournal->user_group_id,
                     // Field transaction_group_title was added by the query.
                     'title'            => $augumentedJournal->transaction_group_title, // @phpstan-ignore-line
                     'transaction_type' => $parsedGroup['transaction_type_type'],
@@ -852,7 +871,7 @@ class GroupCollector implements GroupCollectorInterface
     public function setLimit(int $limit): GroupCollectorInterface
     {
         $this->limit = $limit;
-        app('log')->debug(sprintf('GroupCollector: The limit is now %d', $limit));
+        //app('log')->debug(sprintf('GroupCollector: The limit is now %d', $limit));
 
         return $this;
     }
@@ -957,7 +976,7 @@ class GroupCollector implements GroupCollectorInterface
     {
         $page       = 0 === $page ? 1 : $page;
         $this->page = $page;
-        app('log')->debug(sprintf('GroupCollector: page is now %d', $page));
+        //app('log')->debug(sprintf('GroupCollector: page is now %d', $page));
 
         return $this;
     }
@@ -1086,6 +1105,64 @@ class GroupCollector implements GroupCollectorInterface
             ->orderBy('source.amount', 'DESC');
     }
 
+    /**
+     * Set the user object and start the query.
+     *
+     * @param User $user
+     *
+     * @return GroupCollectorInterface
+     */
+    public function setUserGroup(UserGroup $userGroup): GroupCollectorInterface
+    {
+        if (null === $this->userGroup) {
+            $this->userGroup = $userGroup;
+            $this->startQueryForGroup();
+        }
+
+        return $this;
+    }
+
+    /**
+     * Build the query.
+     */
+    private function startQueryForGroup(): void
+    {
+        //app('log')->debug('GroupCollector::startQuery');
+        $this->query = $this->userGroup
+            ->transactionJournals()
+            ->leftJoin('transaction_groups', 'transaction_journals.transaction_group_id', 'transaction_groups.id')
+
+            // join source transaction.
+            ->leftJoin(
+                'transactions as source',
+                function (JoinClause $join) {
+                    $join->on('source.transaction_journal_id', '=', 'transaction_journals.id')
+                         ->where('source.amount', '<', 0);
+                }
+            )
+            // join destination transaction
+            ->leftJoin(
+                'transactions as destination',
+                function (JoinClause $join) {
+                    $join->on('destination.transaction_journal_id', '=', 'transaction_journals.id')
+                         ->where('destination.amount', '>', 0);
+                }
+            )
+            // left join transaction type.
+            ->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id')
+            ->leftJoin('transaction_currencies as currency', 'currency.id', '=', 'source.transaction_currency_id')
+            ->leftJoin('transaction_currencies as foreign_currency', 'foreign_currency.id', '=', 'source.foreign_currency_id')
+            ->whereNull('transaction_groups.deleted_at')
+            ->whereNull('transaction_journals.deleted_at')
+            ->whereNull('source.deleted_at')
+            ->whereNull('destination.deleted_at')
+            ->orderBy('transaction_journals.date', 'DESC')
+            ->orderBy('transaction_journals.order', 'ASC')
+            ->orderBy('transaction_journals.id', 'DESC')
+            ->orderBy('transaction_journals.description', 'DESC')
+            ->orderBy('source.amount', 'DESC');
+    }
+
     /**
      * Automatically include all stuff required to make API calls work.
      *

app/Helpers/Collector/GroupCollectorInterface.php

@@ -30,6 +30,7 @@ use FireflyIII\Models\Category;
 use FireflyIII\Models\Tag;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Models\TransactionGroup;
+use FireflyIII\Models\UserGroup;
 use FireflyIII\User;
 use Illuminate\Pagination\LengthAwarePaginator;
 use Illuminate\Support\Collection;
@@ -1077,6 +1078,15 @@ interface GroupCollectorInterface
      */
     public function setDestinationAccounts(Collection $accounts): GroupCollectorInterface;
 
+    /**
+     * Set the end time of the results to return.
+     *
+     * @param Carbon $end
+     *
+     * @return GroupCollectorInterface
+     */
+    public function setEnd(Carbon $end): GroupCollectorInterface;
+
     /**
      * @param bool $expandGroupSearch
      */
@@ -1261,6 +1271,15 @@ interface GroupCollectorInterface
      */
     public function setSourceAccounts(Collection $accounts): GroupCollectorInterface;
 
+    /**
+     * Set the start time of the results to return.
+     *
+     * @param Carbon $start
+     *
+     * @return GroupCollectorInterface
+     */
+    public function setStart(Carbon $start): GroupCollectorInterface;
+
     /**
      * Limit results to a specific tag.
      *
@@ -1315,6 +1334,15 @@ interface GroupCollectorInterface
      */
     public function setUser(User $user): GroupCollectorInterface;
 
+    /**
+     * Set the user group object and start the query.
+     *
+     * @param UserGroup $userGroup
+     *
+     * @return GroupCollectorInterface
+     */
+    public function setUserGroup(UserGroup $userGroup): GroupCollectorInterface;
+
     /**
      * Only when does not have these tags
      *

app/Helpers/Report/NetWorth.php

@@ -27,24 +27,128 @@ use Carbon\Carbon;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
 use FireflyIII\Models\AccountType;
+use FireflyIII\Models\UserGroup;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface as AdminAccountRepositoryInterface;
 use FireflyIII\Support\CacheProperties;
+use FireflyIII\Support\Http\Api\ExchangeRateConverter;
 use FireflyIII\User;
 use Illuminate\Contracts\Auth\Authenticatable;
 use Illuminate\Support\Collection;
 use JsonException;
 
 /**
+ * This class can handle both request with and without a user group and will return the appropriate repository when
+ * necessary.
  *
  * Class NetWorth
  */
 class NetWorth implements NetWorthInterface
 {
-    private AccountRepositoryInterface $accountRepository;
+    private AccountRepositoryInterface      $accountRepository;
+    private AdminAccountRepositoryInterface $adminAccountRepository;
 
     private CurrencyRepositoryInterface $currencyRepos;
     private User                        $user;
+    private null | UserGroup            $userGroup;
+
+    /**
+     * @param Collection $accounts
+     * @param Carbon     $date
+     *
+     * @return array
+     * @throws FireflyException
+     */
+    public function byAccounts(Collection $accounts, Carbon $date): array
+    {
+        // start in the past, end in the future? use $date
+        $ids   = implode(',', $accounts->pluck('id')->toArray());
+        $cache = new CacheProperties();
+        $cache->addProperty($date);
+        $cache->addProperty('net-worth-by-accounts');
+        $cache->addProperty($ids);
+        if ($cache->has()) {
+            return $cache->get();
+        }
+        app('log')->debug(sprintf('Now in byAccounts("%s", "%s")', $ids, $date->format('Y-m-d')));
+
+        $default   = app('amount')->getDefaultCurrency();
+        $converter = new ExchangeRateConverter();
+
+        // default "native" currency has everything twice, for consistency.
+        $netWorth = [
+            'native' => [
+                'balance'                 => '0',
+                'native_balance'          => '0',
+                'currency_id'             => (int)$default->id,
+                'currency_code'           => $default->code,
+                'currency_name'           => $default->name,
+                'currency_symbol'         => $default->symbol,
+                'currency_decimal_places' => (int)$default->decimal_places,
+                'native_id'               => (int)$default->id,
+                'native_code'             => $default->code,
+                'native_name'             => $default->name,
+                'native_symbol'           => $default->symbol,
+                'native_decimal_places'   => (int)$default->decimal_places,
+            ],
+        ];
+        $balances = app('steam')->balancesByAccountsConverted($accounts, $date);
+
+        /** @var Account $account */
+        foreach ($accounts as $account) {
+            app('log')->debug(sprintf('Now at account #%d ("%s")', $account->id, $account->name));
+            $currency      = $this->getRepository()->getAccountCurrency($account);
+            $currencyId    = (int)$currency->id;
+            $balance       = '0';
+            $nativeBalance = '0';
+            if (array_key_exists((int)$account->id, $balances)) {
+                $balance       = $balances[(int)$account->id]['balance'] ?? '0';
+                $nativeBalance = $balances[(int)$account->id]['native_balance'] ?? '0';
+            }
+            app('log')->debug(sprintf('Balance is %s, native balance is %s', $balance, $nativeBalance));
+            // always subtract virtual balance
+            $virtualBalance = (string)$account->virtual_balance;
+            if ('' !== $virtualBalance) {
+                $balance              = bcsub($balance, $virtualBalance);
+                $nativeVirtualBalance = $converter->convert($default, $currency, $account->created_at, $virtualBalance);
+                $nativeBalance        = bcsub($nativeBalance, $nativeVirtualBalance);
+            }
+            $netWorth[$currencyId] = $netWorth[$currencyId] ?? [
+                'balance'                 => '0',
+                'native_balance'          => '0',
+                'currency_id'             => $currencyId,
+                'currency_code'           => $currency->code,
+                'currency_name'           => $currency->name,
+                'currency_symbol'         => $currency->symbol,
+                'currency_decimal_places' => (int)$currency->decimal_places,
+                'native_id'               => (int)$default->id,
+                'native_code'             => $default->code,
+                'native_name'             => $default->name,
+                'native_symbol'           => $default->symbol,
+                'native_decimal_places'   => (int)$default->decimal_places,
+            ];
+
+            $netWorth[$currencyId]['balance']        = bcadd($balance, $netWorth[$currencyId]['balance']);
+            $netWorth[$currencyId]['native_balance'] = bcadd($nativeBalance, $netWorth[$currencyId]['native_balance']);
+            $netWorth['native']['balance']           = bcadd($nativeBalance, $netWorth['native']['balance']);
+            $netWorth['native']['native_balance']    = bcadd($nativeBalance, $netWorth['native']['native_balance']);
+        }
+        $cache->store($netWorth);
+
+        return $netWorth;
+    }
+
+    /**
+     * @return AdminAccountRepositoryInterface|AccountRepositoryInterface
+     */
+    private function getRepository(): AdminAccountRepositoryInterface | AccountRepositoryInterface
+    {
+        if (null === $this->userGroup) {
+            return $this->accountRepository;
+        }
+        return $this->adminAccountRepository;
+    }
 
     /**
      * Returns the user's net worth in an array with the following layout:
@@ -90,7 +194,7 @@ class NetWorth implements NetWorthInterface
         /** @var Account $account */
         foreach ($accounts as $account) {
             //            Log::debug(sprintf('Now at account #%d: "%s"', $account->id, $account->name));
-            $currencyId = (int)$this->accountRepository->getMetaValue($account, 'currency_id');
+            $currencyId = (int)$this->getRepository()->getMetaValue($account, 'currency_id');
             $currencyId = 0 === $currencyId ? $default->id : $currencyId;
 
             //            Log::debug(sprintf('Currency ID is #%d', $currencyId));
@@ -136,7 +240,8 @@ class NetWorth implements NetWorthInterface
         if (null === $user) {
             return;
         }
-        $this->user = $user;
+        $this->user      = $user;
+        $this->userGroup = null;
 
         // make repository:
         $this->accountRepository = app(AccountRepositoryInterface::class);
@@ -146,6 +251,16 @@ class NetWorth implements NetWorthInterface
         $this->currencyRepos->setUser($this->user);
     }
 
+    /**
+     * @inheritDoc
+     */
+    public function setUserGroup(UserGroup $userGroup): void
+    {
+        $this->userGroup              = $userGroup;
+        $this->adminAccountRepository = app(AdminAccountRepositoryInterface::class);
+        $this->adminAccountRepository->setUserGroup($userGroup);
+    }
+
     /**
      * @inheritDoc
      */
@@ -158,7 +273,7 @@ class NetWorth implements NetWorthInterface
         $return   = [];
         $balances = app('steam')->balancesByAccounts($accounts, $date);
         foreach ($accounts as $account) {
-            $currency = $this->accountRepository->getAccountCurrency($account);
+            $currency = $this->getRepository()->getAccountCurrency($account);
             $balance  = $balances[$account->id] ?? '0';
 
             // always subtract virtual balance.
@@ -186,13 +301,13 @@ class NetWorth implements NetWorthInterface
      */
     private function getAccounts(): Collection
     {
-        $accounts = $this->accountRepository->getAccountsByType(
+        $accounts = $this->getRepository()->getAccountsByType(
             [AccountType::ASSET, AccountType::DEFAULT, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]
         );
         $filtered = new Collection();
         /** @var Account $account */
         foreach ($accounts as $account) {
-            if (1 === (int)$this->accountRepository->getMetaValue($account, 'include_net_worth')) {
+            if (1 === (int)$this->getRepository()->getMetaValue($account, 'include_net_worth')) {
                 $filtered->push($account);
             }
         }

app/Helpers/Report/NetWorthInterface.php

@@ -24,6 +24,7 @@ declare(strict_types=1);
 namespace FireflyIII\Helpers\Report;
 
 use Carbon\Carbon;
+use FireflyIII\Models\UserGroup;
 use FireflyIII\User;
 use Illuminate\Contracts\Auth\Authenticatable;
 use Illuminate\Support\Collection;
@@ -34,6 +35,21 @@ use Illuminate\Support\Collection;
  */
 interface NetWorthInterface
 {
+    /**
+     * Collect net worth based on the given set of accounts.
+     *
+     * Returns X arrays with the net worth in each given currency, and the net worth in
+     * of that amount in the native currency.
+     *
+     * Includes extra array with the total(!) net worth in the native currency.
+     *
+     * @param Collection $accounts
+     * @param Carbon     $date
+     *
+     * @return array
+     */
+    public function byAccounts(Collection $accounts, Carbon $date): array;
+
     /**
      * TODO unsure why this is deprecated.
      *
@@ -60,6 +76,11 @@ interface NetWorthInterface
      */
     public function setUser(User | Authenticatable | null $user): void;
 
+    /**
+     * @param UserGroup $userGroup
+     */
+    public function setUserGroup(UserGroup $userGroup): void;
+
     /**
      * TODO move to repository
      *