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This commit is contained in:
James Cole
2026-01-23 15:09:50 +01:00
parent ae1347c550
commit 8f15a32bd6
1071 changed files with 21111 additions and 21687 deletions
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125
app/TransactionRules/Actions/ConvertToTransfer.php
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@@ -48,7 +48,9 @@ class ConvertToTransfer implements ActionInterface
/**
* TriggerInterface constructor.
*/
public function __construct(private readonly RuleAction $action) {}
public function __construct(
private readonly RuleAction $action
) {}
/**
* @SuppressWarnings("PHPMD.ExcessiveMethodLength")
@@ -56,18 +58,18 @@ class ConvertToTransfer implements ActionInterface
*/
public function actOnArray(array $journal): bool
{
$accountName = $this->action->getValue($journal);
$accountName = $this->action->getValue($journal);
// make object from array (so the data is fresh).
/** @var null|TransactionJournal $object */
$object = TransactionJournal::where('user_id', $journal['user_id'])->find($journal['transaction_journal_id']);
$object = TransactionJournal::where('user_id', $journal['user_id'])->find($journal['transaction_journal_id']);
if (null === $object) {
Log::error(sprintf('Cannot find journal #%d, cannot convert to transfer.', $journal['transaction_journal_id']));
event(new RuleActionFailedOnArray($this->action, $journal, trans('rules.journal_not_found')));
return false;
}
$groupCount = TransactionJournal::where('transaction_group_id', $journal['transaction_group_id'])->count();
$groupCount = TransactionJournal::where('transaction_group_id', $journal['transaction_group_id'])->count();
if ($groupCount > 1) {
Log::error(sprintf('Group #%d has more than one transaction in it, cannot convert to transfer.', $journal['transaction_group_id']));
event(new RuleActionFailedOnArray($this->action, $journal, trans('rules.split_group')));
@@ -75,9 +77,9 @@ class ConvertToTransfer implements ActionInterface
return false;
}
$type = $object->transactionType->type;
$user = $object->user;
$journalId = $object->id;
$type = $object->transactionType->type;
$user = $object->user;
$journalId = $object->id;
if (TransactionTypeEnum::TRANSFER->value === $type) {
Log::error(sprintf('Journal #%d is already a transfer so cannot be converted (rule #%d).', $object->id, $this->action->rule_id));
// event(new RuleActionFailedOnArray($this->action, $journal, trans('rules.is_already_transfer')));
@@ -92,21 +94,29 @@ class ConvertToTransfer implements ActionInterface
// find the asset account in the action value.
/** @var AccountRepositoryInterface $repository */
$repository = app(AccountRepositoryInterface::class);
$repository = app(AccountRepositoryInterface::class);
$repository->setUser($user);
$expectedType = null;
if (TransactionTypeEnum::WITHDRAWAL->value === $type) {
$expectedType = $this->getSourceType($journalId);
// Withdrawal? Replace destination with account with same type as source.
}
if (TransactionTypeEnum::DEPOSIT->value === $type) {
$expectedType = $this->getDestinationType($journalId);
// Deposit? Replace source with account with same type as destination.
}
$opposing = $repository->findByName($accountName, [$expectedType]);
$opposing = $repository->findByName($accountName, [$expectedType]);
if (null === $opposing) {
Log::error(sprintf('Journal #%d cannot be converted because no valid %s account with name "%s" exists (rule #%d).', $expectedType, $journalId, $accountName, $this->action->rule_id));
Log::error(sprintf(
'Journal #%d cannot be converted because no valid %s account with name "%s" exists (rule #%d).',
$expectedType,
$journalId,
$accountName,
$this->action->rule_id
));
event(new RuleActionFailedOnArray($this->action, $journal, trans('rules.no_valid_opposing', ['name' => $accountName])));
return false;
@@ -125,7 +135,15 @@ class ConvertToTransfer implements ActionInterface
return false;
}
if ($res) {
event(new TriggeredAuditLog($this->action->rule, $object, 'update_transaction_type', TransactionTypeEnum::WITHDRAWAL->value, TransactionTypeEnum::TRANSFER->value));
event(
new TriggeredAuditLog(
$this->action->rule,
$object,
'update_transaction_type',
TransactionTypeEnum::WITHDRAWAL->value,
TransactionTypeEnum::TRANSFER->value
)
);
}
return $res;
@@ -143,7 +161,15 @@ class ConvertToTransfer implements ActionInterface
return false;
}
if ($res) {
event(new TriggeredAuditLog($this->action->rule, $object, 'update_transaction_type', TransactionTypeEnum::DEPOSIT->value, TransactionTypeEnum::TRANSFER->value));
event(
new TriggeredAuditLog(
$this->action->rule,
$object,
'update_transaction_type',
TransactionTypeEnum::DEPOSIT->value,
TransactionTypeEnum::TRANSFER->value
)
);
}
return $res;
@@ -159,7 +185,7 @@ class ConvertToTransfer implements ActionInterface
return '';
}
return (string)$journal->transactions()->where('amount', '<', 0)->first()?->account?->accountType?->type;
return (string) $journal->transactions()->where('amount', '<', 0)->first()?->account?->accountType?->type;
}
private function getDestinationType(int $journalId): string
@@ -172,7 +198,7 @@ class ConvertToTransfer implements ActionInterface
return '';
}
return (string)$journal->transactions()->where('amount', '>', 0)->first()?->account?->accountType?->type;
return (string) $journal->transactions()->where('amount', '>', 0)->first()?->account?->accountType?->type;
}
/**
@@ -184,57 +210,73 @@ class ConvertToTransfer implements ActionInterface
*/
private function convertWithdrawalArray(TransactionJournal $journal, Account $opposing): bool
{
$repository = app(AccountRepositoryInterface::class);
$sourceAccount = $this->getSourceAccount($journal);
$repository = app(AccountRepositoryInterface::class);
$sourceAccount = $this->getSourceAccount($journal);
$repository->setUser($sourceAccount->user);
if ($sourceAccount->id === $opposing->id) {
Log::error(vsprintf('Journal #%d has already has "%s" as a source asset. ConvertToTransfer failed. (rule #%d).', [$journal->id, $opposing->name, $this->action->rule_id]));
Log::error(vsprintf('Journal #%d has already has "%s" as a source asset. ConvertToTransfer failed. (rule #%d).', [
$journal->id,
$opposing->name,
$this->action->rule_id
]));
event(new RuleActionFailedOnObject($this->action, $journal, trans('rules.already_has_source_asset', ['name' => $opposing->name])));
return false;
}
/** @var Transaction $sourceTransaction */
$sourceTransaction = Transaction::where('transaction_journal_id', '=', $journal->id)->where('amount', '<', 0)->first();
$sourceTransaction = Transaction::where('transaction_journal_id', '=', $journal->id)->where('amount', '<', 0)->first();
/** @var Transaction $destTransaction */
$destTransaction = Transaction::where('transaction_journal_id', '=', $journal->id)->where('amount', '>', 0)->first();
$destTransaction = Transaction::where('transaction_journal_id', '=', $journal->id)->where('amount', '>', 0)->first();
// update destination transaction:
$destTransaction->account_id = $opposing->id;
$destTransaction->save();
// check if the currencies are a match.
/** @var TransactionCurrency $sourceCurrency */
$sourceCurrency = $repository->getAccountCurrency($sourceAccount);
$sourceCurrency = $repository->getAccountCurrency($sourceAccount);
/** @var TransactionCurrency $destCurrency */
$destCurrency = $repository->getAccountCurrency($opposing);
$destCurrency = $repository->getAccountCurrency($opposing);
// if the currencies do not match, need to be smart about the involved amounts:
if ($sourceCurrency->id !== $destCurrency->id) {
Log::debug(sprintf('Accounts have different currencies. Source has %s, dest has %s', $sourceCurrency->code, $destCurrency->code));
$foreignAmount = '' === (string)$sourceTransaction->foreign_amount ? $sourceTransaction->amount : $sourceTransaction->foreign_amount;
$foreignAmount = '' === (string) $sourceTransaction->foreign_amount ? $sourceTransaction->amount : $sourceTransaction->foreign_amount;
Log::debug(sprintf('Foreign amount: %s', $foreignAmount));
// source transaction: set the foreign currency ID and leave as is.
$sourceTransaction->foreign_currency_id = $destCurrency->id;
$sourceTransaction->foreign_amount = Steam::negative($foreignAmount);
$sourceTransaction->foreign_currency_id = $destCurrency->id;
$sourceTransaction->foreign_amount = Steam::negative($foreignAmount);
$sourceTransaction->save();
Log::debug(sprintf('Set source transaction #%d foreign currency ID to #%d (amount: %s)', $sourceTransaction->id, $destCurrency->id, $foreignAmount));
Log::debug(sprintf(
'Set source transaction #%d foreign currency ID to #%d (amount: %s)',
$sourceTransaction->id,
$destCurrency->id,
$foreignAmount
));
// dest transaction: set reverse amounts and currency IDs from source transaction.
$destTransaction->foreign_currency_id = $sourceCurrency->transaction_currency_id;
$destTransaction->foreign_currency_id = $sourceCurrency->transaction_currency_id;
$destTransaction->transaction_currency_id = $sourceTransaction->foreign_currency_id;
$destTransaction->amount = Steam::positive($foreignAmount);
$destTransaction->foreign_amount = Steam::positive($sourceTransaction->amount);
$destTransaction->amount = Steam::positive($foreignAmount);
$destTransaction->foreign_amount = Steam::positive($sourceTransaction->amount);
$destTransaction->save();
Log::debug(sprintf('Set dest transaction #%d to #%d %s and foreign #%d %s', $destTransaction->id, $destTransaction->transaction_currency_id, $destTransaction->amount, $destTransaction->foreign_currency_id, $destTransaction->foreign_amount));
Log::debug(sprintf(
'Set dest transaction #%d to #%d %s and foreign #%d %s',
$destTransaction->id,
$destTransaction->transaction_currency_id,
$destTransaction->amount,
$destTransaction->foreign_currency_id,
$destTransaction->foreign_amount
));
}
// change transaction type of journal:
$newType = TransactionType::whereType(TransactionTypeEnum::TRANSFER->value)->first();
$newType = TransactionType::whereType(TransactionTypeEnum::TRANSFER->value)->first();
DB::table('transaction_journals')->where('id', '=', $journal->id)->update(['transaction_type_id' => $newType->id, 'bill_id' => null]);
DB::table('transaction_journals')->where('id', '=', $journal->id)->update(['transaction_type_id' => $newType->id, 'bill_id' => null]);
Log::debug('Converted withdrawal to transfer.');
@@ -265,12 +307,11 @@ class ConvertToTransfer implements ActionInterface
{
$destAccount = $this->getDestinationAccount($journal);
if ($destAccount->id === $opposing->id) {
Log::error(
vsprintf(
'Journal #%d has already has "%s" as a destination asset. ConvertToTransfer failed. (rule #%d).',
[$journal->id, $opposing->name, $this->action->rule_id]
)
);
Log::error(vsprintf('Journal #%d has already has "%s" as a destination asset. ConvertToTransfer failed. (rule #%d).', [
$journal->id,
$opposing->name,
$this->action->rule_id
]));
event(new RuleActionFailedOnObject($this->action, $journal, trans('rules.already_has_destination_asset', ['name' => $opposing->name])));
return false;
@@ -280,16 +321,12 @@ class ConvertToTransfer implements ActionInterface
DB::table('transactions')
->where('transaction_journal_id', '=', $journal->id)
->where('amount', '<', 0)
->update(['account_id' => $opposing->id])
;
->update(['account_id' => $opposing->id]);
// change transaction type of journal:
$newType = TransactionType::whereType(TransactionTypeEnum::TRANSFER->value)->first();
$newType = TransactionType::whereType(TransactionTypeEnum::TRANSFER->value)->first();
DB::table('transaction_journals')
->where('id', '=', $journal->id)
->update(['transaction_type_id' => $newType->id, 'bill_id' => null])
;
DB::table('transaction_journals')->where('id', '=', $journal->id)->update(['transaction_type_id' => $newType->id, 'bill_id' => null]);
Log::debug('Converted deposit to transfer.');