Remove steps no longer necessary.

🤖 Automatically merge the PR into the main branch.

.ci/all.sh

@@ -22,6 +22,9 @@
 
 SCRIPT_DIR="$( cd -- "$( dirname -- "${BASH_SOURCE[0]}" )" &> /dev/null && pwd )"
 
+echo "Running PHP CS Fixer"
 $SCRIPT_DIR/phpcs.sh
+echo "Running PHPStan"
 $SCRIPT_DIR/phpstan.sh
+echo "Running PHPMD"
 $SCRIPT_DIR/phpmd.sh

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

@@ -24,18 +24,20 @@ $current = __DIR__;
 $paths = [
     $current . '/../../app',
     $current . '/../../config',
-    $current . '/../../database',
     $current . '/../../routes',
     $current . '/../../tests',
-    $current . '/../../resources/lang',
 ];
 
 $finder = PhpCsFixer\Finder::create()
                            ->in($paths);
 
 
-$config = new PhpCsFixer\Config();
+$config = (new PhpCsFixer\Config())
+        // ->setUnsupportedPhpVersionAllowed(true) // use this when PHP 8.5 comes out.
+        ->setParallelConfig(PhpCsFixer\Runner\Parallel\ParallelConfigFactory::detect())
+        ;
 return $config->setRules(
+
     [
         // rule sets
         '@PHP83Migration'               => true,
@@ -59,7 +61,14 @@ return $config->setRules(
         'type_declaration_spaces'       => false,
         'cast_spaces'                   => false,
 
+        // enabled rules
+        'global_namespace_import' => true, // matches with rector.
+
         // complex rules
+        'phpdoc_to_comment' => ['ignored_tags' => ['var']],
+        'php_unit_test_case_static_method_calls' => [
+            'call_type' => 'this',
+        ],
         'array_syntax'                  => ['syntax' => 'short'],
         'binary_operator_spaces'        => [
             'default'   => 'at_least_single_space',
@@ -69,5 +78,7 @@ return $config->setRules(
                 '??=' => 'align_single_space_minimal_by_scope',
             ],
         ],
-    ])
+    ]
+
+)
               ->setFinder($finder);

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

@@ -1,5 +1,5 @@
 {
-  "require": {
-    "friendsofphp/php-cs-fixer": "^3.12"
-  }
+    "require": {
+        "friendsofphp/php-cs-fixer": "^3.12"
+    }
 }

.ci/phpcs.sh

@@ -20,32 +20,17 @@
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 #
 
-# Install composer packages
-#composer install --no-scripts --no-ansi
-
 SCRIPT_DIR="$( cd -- "$( dirname -- "${BASH_SOURCE[0]}" )" &> /dev/null && pwd )"
 
-# enable test .env file.
-# cp .ci/.env.ci .env
-
-OUTPUT_FORMAT=txt
-EXTRA_PARAMS=""
-
-if [[ $GITHUB_ACTIONS = "true" ]]
-then
-    OUTPUT_FORMAT=txt
-    EXTRA_PARAMS=""
-fi
-
 # clean up php code
 cd $SCRIPT_DIR/php-cs-fixer
 composer update --quiet
 rm -f .php-cs-fixer.cache
-PHP_CS_FIXER_IGNORE_ENV=true
 ./vendor/bin/php-cs-fixer fix \
     --config $SCRIPT_DIR/php-cs-fixer/.php-cs-fixer.php \
-    --format=$OUTPUT_FORMAT \
-    --allow-risky=yes $EXTRA_PARAMS
+    --format=txt \
+    -v \
+    --allow-risky=yes
 
 EXIT_CODE=$?
 

.ci/phpmd/composer.lock

@@ -9,16 +9,16 @@
     "packages-dev": [
         {
             "name": "composer/pcre",
-            "version": "3.1.1",
+            "version": "3.1.3",
             "source": {
                 "type": "git",
                 "url": "https://github.com/composer/pcre.git",
-                "reference": "00104306927c7a0919b4ced2aaa6782c1e61a3c9"
+                "reference": "5b16e25a5355f1f3afdfc2f954a0a80aec4826a8"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/composer/pcre/zipball/00104306927c7a0919b4ced2aaa6782c1e61a3c9",
-                "reference": "00104306927c7a0919b4ced2aaa6782c1e61a3c9",
+                "url": "https://api.github.com/repos/composer/pcre/zipball/5b16e25a5355f1f3afdfc2f954a0a80aec4826a8",
+                "reference": "5b16e25a5355f1f3afdfc2f954a0a80aec4826a8",
                 "shasum": ""
             },
             "require": {
@@ -60,7 +60,7 @@
             ],
             "support": {
                 "issues": "https://github.com/composer/pcre/issues",
-                "source": "https://github.com/composer/pcre/tree/3.1.1"
+                "source": "https://github.com/composer/pcre/tree/3.1.3"
             },
             "funding": [
                 {
@@ -76,20 +76,20 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2023-10-11T07:11:09+00:00"
+            "time": "2024-03-19T10:26:25+00:00"
         },
         {
             "name": "composer/xdebug-handler",
-            "version": "3.0.3",
+            "version": "3.0.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/composer/xdebug-handler.git",
-                "reference": "ced299686f41dce890debac69273b47ffe98a40c"
+                "reference": "4f988f8fdf580d53bdb2d1278fe93d1ed5462255"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/composer/xdebug-handler/zipball/ced299686f41dce890debac69273b47ffe98a40c",
-                "reference": "ced299686f41dce890debac69273b47ffe98a40c",
+                "url": "https://api.github.com/repos/composer/xdebug-handler/zipball/4f988f8fdf580d53bdb2d1278fe93d1ed5462255",
+                "reference": "4f988f8fdf580d53bdb2d1278fe93d1ed5462255",
                 "shasum": ""
             },
             "require": {
@@ -100,7 +100,7 @@
             "require-dev": {
                 "phpstan/phpstan": "^1.0",
                 "phpstan/phpstan-strict-rules": "^1.1",
-                "symfony/phpunit-bridge": "^6.0"
+                "phpunit/phpunit": "^8.5 || ^9.6 || ^10.5"
             },
             "type": "library",
             "autoload": {
@@ -124,9 +124,9 @@
                 "performance"
             ],
             "support": {
-                "irc": "irc://irc.freenode.org/composer",
+                "irc": "ircs://irc.libera.chat:6697/composer",
                 "issues": "https://github.com/composer/xdebug-handler/issues",
-                "source": "https://github.com/composer/xdebug-handler/tree/3.0.3"
+                "source": "https://github.com/composer/xdebug-handler/tree/3.0.4"
             },
             "funding": [
                 {
@@ -142,7 +142,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2022-02-25T21:32:43+00:00"
+            "time": "2024-03-26T18:29:49+00:00"
         },
         {
             "name": "pdepend/pdepend",

.ci/phpmd/phpmd.xml

@@ -19,9 +19,9 @@
   ~ along with this program.  If not, see <https://www.gnu.org/licenses/>.
   -->
 
-<ruleset name="pcsg-generated-ruleset"
+<ruleset xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+         name="pcsg-generated-ruleset"
          xmlns="http://pmd.sf.net/ruleset/1.0.0"
-         xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
          xsi:schemaLocation="http://pmd.sf.net/ruleset/1.0.0 http://pmd.sf.net/ruleset_xml_schema.xsd"
          xsi:noNamespaceSchemaLocation="http://pmd.sf.net/ruleset_xml_schema.xsd">
     <description>Firefly III ruleset.</description>

.ci/phpstan.neon

@@ -1,59 +1,36 @@
 parameters:
-  universalObjectCratesClasses:
-    - Illuminate\Database\Eloquent\Model
-  # TODO: slowly remove these parameters and fix the issues found.
-  reportUnmatchedIgnoredErrors: false
-  checkGenericClassInNonGenericObjectType: false  # remove this rule when all other issues are solved.
-  ignoreErrors:
-  # TODO: slowly remove these exceptions and fix the issues found.
-    - '#Dynamic call to static method#' # all the Laravel ORM things depend on this.
-    - '#Control structures using switch should not be used.#' # switch is fine in some cases.
-    - '#with no value type specified in iterable type array#' # remove this rule when all other issues are solved.
-    - '#has no value type specified in iterable type array#' # remove this rule when all other issues are solved.
-    - '#is not allowed to extend#'
-    - '#switch is forbidden to use#'
-    - '#is neither abstract nor final#'
-    - '#on left side of \?\?\= always exists and is not nullable#'
-    - '#has a nullable return type declaration#' # perhaps throw errors instead?
-    - '#with a nullable type declaration#' # decide what action should be if param is null.
-    - '#with null as default value#'
-    -
-        message: '#Constructor in [a-zA-Z0-9\\_]+ has parameter \$[a-zA-Z0-9\\_]+ with default value#'
-        paths:
-            - ../app/Exceptions/IntervalException.php
-            - ../app/Support/Navigation.php
-    -
-        message: '#but containers should not be injected#'
-        paths:
-            - ../app/Support/Authentication/RemoteUserGuard.php
-    -
-        message: '#Function compact\(\) should not be used#' # too useful in template rendering.
-        paths:
-            - ../app/Generator/Report/Account/MonthReportGenerator.php
-            - ../app/Generator/Report/Audit/MonthReportGenerator.php
-            - ../app/Generator/Report/Budget/MonthReportGenerator.php
-            - ../app/Generator/Report/Category/MonthReportGenerator.php
-            - ../app/Generator/Report/Standard/MonthReportGenerator.php
-            - ../app/Generator/Report/Standard/MultiYearReportGenerator.php
-            - ../app/Generator/Report/Standard/YearReportGenerator.php
-            - ../app/Generator/Report/Tag/MonthReportGenerator.php
-            - ../app/Http/Controllers/Account/*.php
-            - ../app/Http/Controllers/Admin/*.php
-            - ../app/Http/Controllers/*.php
-            - ../app/Support/ExpandedForm.php
-            - ../app/Support/Form/AccountForm.php
-            - ../app/Support/Form/CurrencyForm.php
-            - ../app/Support/Form/FormSupport.php
-    -
-        message: '#Either catch a more specific exception#'
-        paths:
-            - ../app/Support/Form/FormSupport.php
+  scanFiles:
+    - ../_ide_helper
   paths:
     - ../app
     - ../database
     - ../routes
     - ../config
     - ../bootstrap/app.php
+  universalObjectCratesClasses:
+    - Illuminate\Database\Eloquent\Model
+  # TODO: slowly remove these parameters and fix the issues found.
+  reportUnmatchedIgnoredErrors: true
+  ignoreErrors:
+  # TODO: slowly remove these exceptions and fix the issues found.
+    - '#Dynamic call to static method#' # all the Laravel ORM things depend on this.
+    - identifier: varTag.nativeType
+    - identifier: varTag.type
+    -
+        identifier: larastan.noEnvCallsOutsideOfConfig
+        path: ../app/Console/Commands/System/CreatesDatabase.php
+    - identifier: missingType.iterableValue # not interesting enough to fix.
+    - identifier: missingType.generics # not interesting enough to fix.
+    - "#Parameter \\#[1-2] \\$num[1-2] of function bc[a-z]+ expects numeric-string, [a-z\\-|&]+ given#"
+    - '#expects view-string, string given#'
+    - '#expects view-string\|null, string given#'
+
+    # phpstan can't handle this so we ignore them.
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\HasMany::before#'
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\HasMany::after#'
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\HasMany::withTrashed#'
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\HasMany::accountTypeIn#'
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\BelongsTo::withTrashed#'
 
   # The level 8 is the highest level. original was 5
   # 7 is more than enough, higher just leaves NULL things.

.ci/rector.php

@@ -0,0 +1,82 @@
+<?php
+
+
+/*
+ * rector.php
+ * Copyright (c) 2025 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);
+
+use Rector\Config\RectorConfig;
+use Rector\EarlyReturn\Rector\If_\ChangeOrIfContinueToMultiContinueRector;
+use Rector\Php80\Rector\ClassMethod\AddParamBasedOnParentClassMethodRector;
+use Rector\Transform\Rector\String_\StringToClassConstantRector;
+use RectorLaravel\Set\LaravelLevelSetList;
+
+
+return RectorConfig::configure()
+    ->withSkip([
+        ChangeOrIfContinueToMultiContinueRector::class,
+        AddParamBasedOnParentClassMethodRector::class,
+        StringToClassConstantRector::class => [
+            __DIR__ . '/../app/Http/Controllers/Auth/LoginController.php',
+        ],
+        __DIR__.'/../bootstrap/cache/*'
+    ])
+    ->withPaths([
+        __DIR__ . '/../app',
+        __DIR__ . '/../bootstrap',
+        __DIR__ . '/../config',
+        __DIR__ . '/../public',
+        __DIR__ . '/../resources/lang/en_US',
+        __DIR__ . '/../routes',
+        __DIR__ . '/../tests',
+    ])
+    ->withSets([
+        LaravelLevelSetList::UP_TO_LARAVEL_120,
+    ])
+//    ->withConfiguredRule(ReplaceServiceContainerCallArgRector::class, [
+//        new ReplaceServiceContainerCallArg('log', new ClassConstFetch(new Name('Illuminate\Support\Facades\Log'), 'class')),
+//    ])
+    // uncomment to reach your current PHP version
+    ->withPhpSets()
+    ->withPreparedSets(
+        codingStyle: false, // leave false
+        privatization: false, // leave false.
+        naming: false, // leave false
+        instanceOf: true,
+        earlyReturn: true,
+        strictBooleans: true,
+        carbon: true,
+        rectorPreset: true,
+        phpunitCodeQuality: true,
+        doctrineCodeQuality: true,
+        symfonyCodeQuality: true,
+        symfonyConfigs: true
+
+    )
+    ->withComposerBased(
+        twig: true,
+        doctrine: true,
+        phpunit: true,
+        symfony: true)
+    ->withTypeCoverageLevel(0)
+    ->withDeadCodeLevel(0)
+    ->withCodeQualityLevel(0)
+    ->withImportNames(removeUnusedImports: true);// import statements instead of full classes.

.ci/rector.sh

@@ -0,0 +1,36 @@
+#!/usr/bin/env bash
+
+#
+# phpstan.sh
+# 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/>.
+#
+
+# Install composer packages
+#composer install --no-scripts --no-ansi
+
+SCRIPT_DIR="$( cd -- "$( dirname -- "${BASH_SOURCE[0]}" )" &> /dev/null && pwd )"
+
+echo $1
+
+if [ "$1" == "--dry-run" ]; then
+    echo "Running rector in dry run."
+    $SCRIPT_DIR/../vendor/bin/rector --config $SCRIPT_DIR/rector.php --dry-run
+    exit $?
+fi
+
+$SCRIPT_DIR/../vendor/bin/rector --config $SCRIPT_DIR/rector.php

.env.example

@@ -19,7 +19,7 @@ SITE_OWNER=mail@example.com
 APP_KEY=SomeRandomStringOf32CharsExactly
 
 # Firefly III will launch using this language (for new users and unauthenticated visitors)
-# For a list of available languages: https://github.com/firefly-iii/firefly-iii/tree/main/resources/lang
+# For a list of available languages: https://github.com/firefly-iii/firefly-iii/blob/main/config/firefly.php#L123
 #
 # If text is still in English, remember that not everything may have been translated.
 DEFAULT_LANGUAGE=en_US
@@ -111,7 +111,10 @@ PGSQL_SSL_CERT=null
 PGSQL_SSL_KEY=null
 PGSQL_SSL_CRL_FILE=null
 
-# more PostgreSQL settings
+# For postgresql 15 and up, setting this to public will no longer work as expected, becasuse the
+# 'public' schema is without grants. This can be worked around by having a super user grant those
+# necessary privileges, but in security conscious setups that's not viable.
+# You will need to set this to the schema you want to use.
 PGSQL_SCHEMA=public
 
 # If you're looking for performance improvements, you could install memcached or redis
@@ -161,6 +164,13 @@ MAIL_PASSWORD=null
 MAIL_ENCRYPTION=null
 MAIL_SENDMAIL_COMMAND=
 
+#
+# If you use self-signed certificates for your STMP server, you can use the following settings.
+#
+MAIL_ALLOW_SELF_SIGNED=false
+MAIL_VERIFY_PEER=true
+MAIL_VERIFY_PEER_NAME=true
+
 # Other mail drivers:
 # If you use Docker or similar, you can set these variables from a file by appending them with _FILE
 MAILGUN_DOMAIN=
@@ -173,6 +183,7 @@ MAILGUN_ENDPOINT=api.mailgun.net
 # If you use Docker or similar, you can set these variables from a file by appending them with _FILE
 MANDRILL_SECRET=
 SPARKPOST_SECRET=
+MAILERSEND_API_KEY=
 
 # Firefly III can send you the following messages.
 SEND_ERROR_MESSAGE=true
@@ -184,6 +195,11 @@ SEND_REPORT_JOURNALS=true
 # Since this involves an external service, it's optional and disabled by default.
 ENABLE_EXTERNAL_MAP=false
 
+#
+# Enable or disable exchange rate conversion.
+#
+ENABLE_EXCHANGE_RATES=false
+
 # Set this value to true if you want Firefly III to download currency exchange rates
 # from the internet. These rates are hosted by the creator of Firefly III inside
 # an Azure Storage Container.
@@ -273,45 +289,17 @@ ALLOW_WEBHOOKS=false
 #
 # You can set this variable from a file by appending it with _FILE
 #
-STATIC_CRON_TOKEN=
+STATIC_CRON_TOKEN=PLEASE_REPLACE_WITH_32_CHAR_CODE
 
 # You can fine tune the start-up of a Docker container by editing these environment variables.
 # Use this at your own risk. Disabling certain checks and features may result in lots of inconsistent data.
 # However if you know what you're doing you can significantly speed up container start times.
 # Set each value to true to enable, or false to disable.
 
-# Set this to true to build all locales supported by Firefly III.
-# This may take quite some time (several minutes) and is generally not recommended.
-# If you wish to change or alter the list of locales, start your Docker container with
-# `docker run -v locale.gen:/etc/locale.gen -e DKR_BUILD_LOCALE=true`
-# and make sure your preferred locales are in your own locale.gen.
-DKR_BUILD_LOCALE=false
-
 # Check if the SQLite database exists. Can be skipped if you're not using SQLite.
 # Won't significantly speed up things.
 DKR_CHECK_SQLITE=true
 
-# Run database creation and migration commands. Disable this only if you're 100% sure the DB exists
-# and is up to date.
-DKR_RUN_MIGRATION=true
-
-# Run database upgrade commands. Disable this only when you're 100% sure your DB is up-to-date
-# with the latest fixes (outside of migrations!)
-DKR_RUN_UPGRADE=true
-
-# Verify database integrity. Includes all data checks and verifications.
-# Disabling this makes Firefly III assume your DB is intact.
-DKR_RUN_VERIFY=true
-
-# Run database reporting commands. When disabled, Firefly III won't go over your data to report current state.
-# Disabling this should have no impact on data integrity or safety but it won't warn you of possible issues.
-DKR_RUN_REPORT=true
-
-# Generate OAuth2 keys.
-# When disabled, Firefly III won't attempt to generate OAuth2 Passport keys. This won't be an issue, IFF (if and only if)
-# you had previously generated keys already and they're stored in your database for restoration.
-DKR_RUN_PASSPORT_INSTALL=true
-
 # Leave the following configuration vars as is.
 # Unless you like to tinker and know what you're doing.
 APP_NAME=FireflyIII
@@ -325,12 +313,24 @@ PUSHER_ID=
 DEMO_USERNAME=
 DEMO_PASSWORD=
 
+#
+# Disable or enable the running balance column data
+# Please disable this. It's a very experimental feature.
+#
+USE_RUNNING_BALANCE=false
+
 #
 # The v2 layout is very experimental. If it breaks you get to keep both parts.
 # Be wary of data loss.
 #
 FIREFLY_III_LAYOUT=v1
 
+#
+# Which Query Parser implementation to use for the search engine and rules
+# 'new' is experimental, 'legacy' is the classic one
+#
+QUERY_PARSER_IMPLEMENTATION=new
+
 #
 # Please make sure this URL matches the external URL of your Firefly III installation.
 # It is used to validate specific requests and to generate URLs in emails.

.github/CODEOWNERS

@@ -0,0 +1,2 @@
+# code owners for this Firefly III related repository
+* @JC5 @SDx3

.github/ISSUE_TEMPLATE/bug.yml

@@ -1,4 +1,4 @@
-name: Bug Report
+name: Bug report
 description: Report a bug in Firefly III (or associated tools)
 body:
   - type: checkboxes
@@ -12,7 +12,7 @@ body:
   - type: checkboxes
     attributes:
       label: I've found a bug and checked that ...
-      description: Make sure that your request fulfills all of the following requirements. If one requirement cannot be satisfied, explain in detail why.
+      description: Make sure that your request fulfills all of the following requirements. If one requirement cannot be satisfied, please explain why.
       options:
         - label: ... [the documentation](https://docs.firefly-iii.org/) does not mention anything about my problem
         - label: ... there are no open or closed issues that are related to my problem
@@ -33,13 +33,6 @@ body:
     validations:
       required: true
 
-  - type: textarea
-    attributes:
-      label: Expected behaviour
-      description: Please describe precisely what you'd expect to happen. Be specific.
-    validations:
-      required: false
-
   - type: textarea
     attributes:
       label: Steps to reproduce
@@ -54,4 +47,4 @@ body:
   - type: textarea
     attributes:
       label: Additional info
-      description: Please provide any additional information that seem useful.
+      description: Please provide any additional information that seems useful.

.github/ISSUE_TEMPLATE/config.yml

@@ -3,3 +3,6 @@ contact_links:
   - name: Ask a question
     url: https://github.com/firefly-iii/firefly-iii/discussions
     about: Please ask and answer questions here.
+  - name: I need support! 
+    url: https://github.com/firefly-iii/firefly-iii/discussions
+    about: I think I broke something...

.github/ISSUE_TEMPLATE/fr.yml

@@ -1,4 +1,4 @@
-name: Feature Request
+name: Feature request
 description: Request a feature or enhancement in Firefly III (or associated tools)
 body:
   - type: checkboxes
@@ -31,11 +31,6 @@ body:
     validations:
       required: true
 
-  - type: textarea
-    attributes:
-      label: What are alternatives?
-      description: Please describe what alternatives currently exist.
-
   - type: textarea
     attributes:
       label: Additional context

.github/dependabot.yml

@@ -4,6 +4,7 @@ updates:
   # Check for updates to GitHub Actions every week
   - package-ecosystem: "github-actions"
     directory: "/"
+    labels: []
     schedule:
       interval: "weekly"
 
@@ -11,6 +12,7 @@ updates:
   - package-ecosystem: "composer"
     directory: "/" # Location of package manifests
     target-branch: develop
+    labels: []
     versioning-strategy: increase
     schedule:
       interval: "weekly"
@@ -18,6 +20,7 @@ updates:
   # yarn / JS updates
   - package-ecosystem: "npm"
     directory: "/"
+    labels: []
     target-branch: develop
     versioning-strategy: increase
     schedule:

.github/funding.yml

@@ -1,4 +1,6 @@
-# These are supported funding model platforms
+# Firefly III sponsor options
 
 github: jc5
 patreon: JC5
+ko_fi: jamesc5
+liberapay: JC5

.github/label-actions.yml

@@ -1,15 +1,29 @@
 # Configuration for Label Actions - https://github.com/dessant/label-actions
 
 # The `feature` label is added to issues
-feature:
+fixed:
   issues:
     # Post a comment, `{issue-author}` is an optional placeholder
     comment: |
-      Hi there! 
+      Hi there!
 
       This is an automatic reply. `Share and enjoy`
 
-      This issue has been marked as a feature request. The requested (new) feature will become a part of Firefly III or the data importer in due course.
+      This issue has been marked as fixed. Thanks for reporting! A new version will be released in due time. Unfortunately, [I cannot give an estimate](https://docs.firefly-iii.org/references/faq/firefly-iii/general/#when-will-you-release-version-the-next-version), but [the roadmap](https://roadmap.firefly-iii.org/) is available for your reading pleasure.
+
+      There is no need to close the issue. It will be closed automatically.
+
+      Thank you for your contributions.
+feature:
+  issues:
+    # Post a comment, `{issue-author}` is an optional placeholder
+    unlabel: feature
+    comment: |
+      Hi there!
+
+      This is an automatic reply. `Share and enjoy`
+
+      This issue has been marked as a feature request.
 
       If you come across this issue, please be aware there is NO need to reply with "+1" or "me too" or "I need this too" or whatever. Such comments are not helpful, and do not influence [the roadmap](https://roadmap.firefly-iii.org/). Your comment may be :skull: deleted. You can subscribe to this issue to get updates.
 
@@ -19,27 +33,28 @@ epic:
   issues:
     # Post a comment, `{issue-author}` is an optional placeholder
     comment: |
-      Hi there! 
+      Hi there!
 
       This is an automatic reply. `Share and enjoy`
 
       This issue has been marked as an epic. In epics, large amounts of works are collected that will be part of a major new feature. If you have more ideas that could be a part of this epic, feel free to reply.
 
-      *However*, please be aware there is NO need to reply with "+1" or "me too" or "I need this too" or whatever. Such comments are not helpful, and do not influence [the roadmap](https://roadmap.firefly-iii.org/). Your comment may be :skull: deleted. 
+      *However*, please be aware there is NO need to reply with "+1" or "me too" or "I need this too" or whatever. Such comments are not helpful, and do not influence [the roadmap](https://roadmap.firefly-iii.org/). Your comment may be :skull: deleted.
 
       If you are merely interested in this epic's progress, you can subscribe to this issue to get updates.
 
       Thank you for your contributions.
 
 enhancement:
+  unlabel: enhancement
   issues:
     # Post a comment, `{issue-author}` is an optional placeholder
     comment: |
-      Hi there! 
+      Hi there!
 
       This is an automatic reply. `Share and enjoy`
 
-      This issue has been marked as an enhancement. The requested enhancement to an existing feature will become a part of Firefly III or the data importer in due course.
+      This issue has been marked as an enhancement.
 
       If you come across this issue, please be aware there is NO need to reply with "+1" or "me too" or "I need this too" or whatever. Such comments are not helpful, and do not influence [the roadmap](https://roadmap.firefly-iii.org/). Your comment may be :skull: deleted. You can subscribe to this issue to get updates.
 
@@ -49,7 +64,7 @@ triage:
   issues:
     # Post a comment, `{issue-author}` is an optional placeholder
     comment: |
-      Hi there! 
+      Hi there!
 
       This is an automatic reply. `Share and enjoy`
 
@@ -60,7 +75,7 @@ triage:
 needs-moar-debug:
   issues:
     comment: |
-      Hi there! 
+      Hi there!
 
       This is an automatic reply. `Share and enjoy`
 
@@ -78,7 +93,7 @@ needs-moar-debug:
 needs-moar-logs:
   issues:
     comment: |
-      Hi there! 
+      Hi there!
 
       This is an automatic reply. `Share and enjoy`
 
@@ -94,7 +109,7 @@ needs-moar-logs:
 v2-layout-issue:
   issues:
     comment: |
-      Hi there! 
+      Hi there!
 
       This is an automatic reply. `Share and enjoy`
 

.github/mergify.yml

@@ -1,5 +1,11 @@
----
 pull_request_rules:
+  - name: Make sure PR are up to date before merging
+    description: This automatically updates PRs when they are out-of-date with the
+      base branch to avoid semantic conflicts (next step is using a merge
+      queue).
+    conditions: []
+    actions:
+      update:
   - name: Close all on main
     conditions:
       - base=main
@@ -8,56 +14,3 @@ pull_request_rules:
       close:
         message: Please do not open PR's on the `main` branch, but on the `develop`
           branch only. Thank you!
-  - name: No translations
-    conditions:
-      - -author~=^dependabot(|-preview)\[bot\]$
-      - base=develop
-      - or:
-          - files~=^resources/lang/bg_BG
-          - files~=^resources/lang/ca_ES
-          - files~=^resources/lang/cs_CZ
-          - files~=^resources/lang/da_DK
-          - files~=^resources/lang/de_DE
-          - files~=^resources/lang/el_GR
-          - files~=^resources/lang/en_GB
-          - files~=^resources/lang/es_ES
-          - files~=^resources/lang/et_EE
-          - files~=^resources/lang/fa_IR
-          - files~=^resources/lang/fi_FI
-          - files~=^resources/lang/fr_FR
-          - files~=^resources/lang/he_IL
-          - files~=^resources/lang/hu_HU
-          - files~=^resources/lang/id_ID
-          - files~=^resources/lang/is_IS
-          - files~=^resources/lang/it_IT
-          - files~=^resources/lang/ja_JP
-          - files~=^resources/lang/ko_KR
-          - files~=^resources/lang/lt_LT
-          - files~=^resources/lang/nb_NO
-          - files~=^resources/lang/nl_NL
-          - files~=^resources/lang/pl_PL
-          - files~=^resources/lang/pt_BR
-          - files~=^resources/lang/pt_PT
-          - files~=^resources/lang/ro_RO
-          - files~=^resources/lang/ru_RU
-          - files~=^resources/lang/si_LK
-          - files~=^resources/lang/sk_SK
-          - files~=^resources/lang/sl_SI
-          - files~=^resources/lang/sr_CS
-          - files~=^resources/lang/sv_SE
-          - files~=^resources/lang/th_TH
-          - files~=^resources/lang/tlh_AA
-          - files~=^resources/lang/tr_TR
-          - files~=^resources/lang/uk_UA
-          - files~=^resources/lang/vi_VN
-          - files~=^resources/lang/zh_CN
-          - files~=^resources/lang/zh_TW
-    actions:
-      comment:
-        message: >
-          Please do not submit translated strings in your PR. If you need new
-          sentences to be translated, add them to the `en_US` language strings.
-          New or changed translations for other languages can be submitted at
-          https://crowdin.com/project/firefly-iii
-
-          Thank you!

.github/pull_request_template.md

@@ -1,18 +1,23 @@
 <!--
-Before you create a new PR, please consider:
+Thank you for submitting new code to Firefly III, or any of the related projects. Please read the following rules carefully.
 
-1) Pull requests for the MAIN branch will be closed.
-2) DO NOT include translations in your PR. Only English US sentences.
+- Please do not submit solutions for problems that are not already reported in an issue.
+- Unfortunately, Firefly III can't be your learning experience. If you're new to all of this, please open an issue first.
+- Please do not open PRs to "discuss" possible solutions or to "get feedback" on your code. I simply don't have time for that.
+- Pull requests for the MAIN branch will be closed.
+- DO NOT include translated strings in your PR.
+- PRs (or parts thereof) that only fix issues inside code comments will not be accepted.
+
+If it feels necessary to open an issue first, please do so, before you open a PR.
+
+See also: https://docs.firefly-iii.org/explanation/support/#contributing-code
 
-Thanks.
 -->
-
-Fixes issue # (if relevant)
+    
+This PR fixes issue # (if relevant).
 
 Changes in this pull request:
 
 -
 -
 -
-
-@JC5

.github/stale.yml

@@ -1,58 +0,0 @@
-# Configuration for probot-stale - https://github.com/probot/stale
-
-# Number of days of inactivity before an Issue or Pull Request becomes stale
-daysUntilStale: 14
-
-# Number of days of inactivity before a stale Issue or Pull Request is closed.
-# Set to false to disable. If disabled, issues still need to be closed manually, but will remain marked as stale.
-daysUntilClose: 14
-
-# Issues or Pull Requests with these labels will never be considered stale. Set to `[]` to disable
-# - "[Status] Maybe Later"
-exemptLabels:
-  - enhancement
-  - feature
-  - bug
-  - announcement
-  - "layout-v3"
-
-# Set to true to ignore issues in a project (defaults to false)
-exemptProjects: false
-
-# Set to true to ignore issues in a milestone (defaults to false)
-exemptMilestones: false
-
-# Label to use when marking as stale
-staleLabel: stale
-
-# Comment to post when marking as stale. Set to `false` to disable
-markComment: >
-  This issue has been automatically marked as stale because it has not had
-  recent activity. It will be closed if no further activity occurs. Thank you
-  for your contributions.
-
-# Comment to post when removing the stale label.
-# unmarkComment: >
-#   Your comment here.
-
-# Comment to post when closing a stale Issue or Pull Request.
-# closeComment: >
-#   Your comment here.
-
-# Limit the number of actions per hour, from 1-30. Default is 30
-limitPerRun: 30
-
-# Limit to only `issues` or `pulls`
-# only: issues
-
-# Optionally, specify configuration settings that are specific to just 'issues' or 'pulls':
-# pulls:
-#   daysUntilStale: 30
-#   markComment: >
-#     This pull request has been automatically marked as stale because it has not had
-#     recent activity. It will be closed if no further activity occurs. Thank you
-#     for your contributions.
-
-# issues:
-#   exemptLabels:
-#     - confirmed

.github/workflows/cleanup.yml

@@ -7,7 +7,7 @@ permissions:
 
 on:
   schedule:
-    - cron: '0 0 * * *'
+    - cron: '0 1 * * *'
   workflow_dispatch:
 jobs:
   prune:
@@ -66,7 +66,6 @@ jobs:
               'label-actions.yml',
               'lock.yml',
               'release.yml',
-              'sonarcloud.yml',
               'stale.yml'
             ]
 

.github/workflows/close-duplicates.yml

@@ -3,7 +3,7 @@ name: "Issues - Command to close duplicate issues"
 # the workflow to execute on is comments that are newly created
 on:
   issue_comment:
-    types: [created]
+    types: [ created ]
 
 permissions:
   issues: write
@@ -13,7 +13,7 @@ jobs:
   close_duplicates:
     runs-on: ubuntu-latest
     steps:
-      - uses: github/command@v1.1.0
+      - uses: github/command@v2.0.2
         id: command
         with:
           allowed_contexts: "issue"

.github/workflows/closed-issues.yml

@@ -8,7 +8,7 @@ jobs:
   command_and_close:
     runs-on: ubuntu-latest
     steps:
-      - uses: aws-actions/closed-issue-message@v1
+      - uses: aws-actions/closed-issue-message@v2
         with:
           message: |
             Hi there! This is an automatic reply. `Share and enjoy`

.github/workflows/debug-info-actions.yml

@@ -3,9 +3,9 @@ name: 'Issues - Respond to hidden commands'
 # the workflow to execute on is comments that are newly created
 on:
   issues:
-    types: [opened, edited]
+    types: [ opened, edited ]
   issue_comment:
-    types: [created]
+    types: [ created ]
 
 # permissions needed for reacting to IssueOps commands on issues and PRs
 permissions:

.github/workflows/label-actions.yml

@@ -2,11 +2,11 @@ name: 'Issues - Reply to specific labels'
 
 on:
   issues:
-    types: [labeled, unlabeled]
+    types: [ labeled, unlabeled ]
   pull_request_target:
-    types: [labeled, unlabeled]
+    types: [ labeled, unlabeled ]
   discussion:
-    types: [labeled, unlabeled]
+    types: [ labeled, unlabeled ]
 
 permissions:
   contents: read

.github/workflows/lock.yml

@@ -3,17 +3,27 @@ name: 'Issues - Lock old issues'
 on:
   workflow_dispatch:
   schedule:
-    - cron: '0 0 * * *'
+    - cron: '0 2 * * *'
+
+concurrency:
+  group: lock-threads
+
+permissions:
+  issues: write
+  pull-requests: write
+  discussions: write
 
 jobs:
   lock:
     permissions:
       issues: write
       pull-requests: write
+      discussions: write
     runs-on: ubuntu-latest
     steps:
-      - uses: JC5/lock-threads@main
+      - uses: dessant/lock-threads@v5
         with:
-          github-token: ${{ github.token }}
-          issue-inactive-days: 7
-          pr-inactive-days: 7
+          issue-inactive-days: 21
+          pr-inactive-days: 21
+          discussion-inactive-days: 21
+          log-output: true

.github/workflows/release.yml

@@ -4,42 +4,84 @@ on:
   workflow_dispatch:
     inputs:
       version:
-        description: 'Version to release'
+        description: 'Release "v1.2.3" or "develop" or "branch-abc"'
         required: true
         default: 'develop'
+      phpversion:
+        description: 'PHP version'
+        required: true
+        default: '8.4'
   schedule:
-    - cron:  '15 0 * * MON,THU'
+    - cron: '0 3 * * MON'
 
 jobs:
   build:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v4
+        uses: actions/checkout@v5
         with:
           fetch-depth: 0
-      - name: Switch branch
-        run: |
-          if [[ "develop" == "$version" ]]; then
-            git checkout --track origin/develop
-            git pull
-          else
-            git config user.name github-actions
-            git config user.email 41898282+github-actions[bot]@users.noreply.github.com
-            git checkout --track origin/develop
-            git pull
-            git checkout main
-            git merge develop
-          fi
-        env:
-          version: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}
+      - name: Import GPG key
+        uses: crazy-max/ghaction-import-gpg@v6
+        with:
+          gpg_private_key: ${{ secrets.GPG_PRIVATE_KEY }}
+          passphrase: ${{ secrets.PASSPHRASE }}
+          git_user_signingkey: true
+          git_commit_gpgsign: true
       - name: Setup PHP
         uses: shivammathur/setup-php@v2
         with:
-          php-version: '8.3'
+          php-version: ${{ github.event.inputs.phpversion }}
           extensions: mbstring, intl, zip, bcmath
-      - name: crowdin action
-        uses: crowdin/github-action@v1
+      - name: Switch and pull
+        run: |
+          #
+          # Always check out origin/develop, unless its a branch release.
+          #
+          BRANCH_TO_PULL=origin/develop
+          if [[ "$version" == branch* ]]; then
+            BRANCH_TO_PULL=origin/$version
+          fi
+
+          echo "Version is '$version', check out '$BRANCH_TO_PULL'-branch"
+
+          git checkout --track $BRANCH_TO_PULL
+          git pull
+          echo "Current branch is $(git branch --show-current)"
+        env:
+          version: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}
+      - name: Configure Git
+        run: |
+          # do some configuration
+          sudo timedatectl set-timezone Europe/Amsterdam
+          git config user.name JC5
+          git config user.email release@firefly-iii.org
+          git config advice.addIgnoredFile false
+          git config push.autoSetupRemote true
+      - name: Lint PHP
+        run: |
+          php_lint_file()
+          {
+              local php_file="$1"
+              php -l "$php_file" &> /dev/null
+              if [ "$?" -ne 0 ]
+              then
+                  echo -e "[FAIL] $php_file"
+                  return 1
+              fi
+          }
+
+          export -f php_lint_file
+
+          find . -path ./vendor -prune -o -name '*.php' | parallel -j 4 php_lint_file {}
+
+          if [ "$?" -ne 0 ]
+          then
+              exit 1
+          fi
+      - name: Crowdin action
+        uses: crowdin/github-action@v2
         with:
           upload_sources: true
           download_translations: true
@@ -49,36 +91,27 @@ jobs:
           GITHUB_TOKEN: ${{ github.token }}
           CROWDIN_PROJECT_NR: ${{ secrets.CROWDIN_PROJECT_NR }}
           CROWDIN_TOKEN: ${{ secrets.CROWDIN_TOKEN }}
-      - name: Cleanup translations
-        id: cleanup-transactions
-        uses: JC5/firefly-iii-dev@v34
-        with:
-          action: 'ff3:crowdin-warning'
-          output: ''
-        env:
-          FIREFLY_III_ROOT: /github/workspace
-          GH_TOKEN: ''
       - name: Cleanup changelog
         id: cleanup-changelog
-        uses: JC5/firefly-iii-dev@v34
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:changelog'
           output: ''
         env:
           FIREFLY_III_ROOT: /github/workspace
           GH_TOKEN: ${{ secrets.CHANGELOG_TOKEN }}
-      - name: Extract changelog
-        id: extract-changelog
-        uses: JC5/firefly-iii-dev@v34
+      - name: "Create THANKS.md"
+        id: thank-you
+        uses: JC5/firefly-iii-dev@main
         with:
-          action: 'ff3:extract-changelog'
-          output: 'output'
+          action: 'ff3:thank-you'
+          output: ''
         env:
           FIREFLY_III_ROOT: /github/workspace
-          GH_TOKEN: ""
+          GH_TOKEN: ''
       - name: Replace version
         id: replace-version
-        uses: JC5/firefly-iii-dev@v34
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:version'
           output: ''
@@ -88,7 +121,7 @@ jobs:
           FF_III_VERSION: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}
       - name: Generate JSON v1
         id: json-v1
-        uses: JC5/firefly-iii-dev@v34
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:json-translations v1'
           output: ''
@@ -97,7 +130,7 @@ jobs:
           GH_TOKEN: ''
       - name: Generate JSON v2
         id: json-v2
-        uses: JC5/firefly-iii-dev@v34
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:json-translations v2'
           output: ''
@@ -106,68 +139,276 @@ jobs:
           GH_TOKEN: ''
       - name: Code cleanup
         id: code-cleanup
-        uses: JC5/firefly-iii-dev@v34
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:code'
           output: ''
         env:
           FIREFLY_III_ROOT: /github/workspace
           GH_TOKEN: ''
-      - name: Build new JS
+      - name: Build JS
         run: |
-          npm upgrade
-          npm run build
-      - name: Build old JS
-        id: old-js
-        uses: JC5/firefly-iii-dev@v34
-        with:
-          action: 'ff3:old-js'
-          output: ''
-        env:
-          FIREFLY_III_ROOT: /github/workspace
-          GH_TOKEN: ''
+          npm install
+          npm run prod  --workspace=v1
+          npm run build --workspace=v2
+          npm update
       - name: Run CI
         run: |
           rm -rf vendor composer.lock
-          composer validate --strict
           composer update --no-dev --no-scripts --no-plugins -q
           sudo chown -R runner:docker resources/lang
-          .ci/phpcs.sh
-      - name: Release
+          .ci/phpcs.sh || true
+      - name: Calculate variables
         run: |
-          sudo timedatectl set-timezone Europe/Amsterdam
-          git config user.name github-actions
-          git config user.email 41898282+github-actions[bot]@users.noreply.github.com
-          git config advice.addIgnoredFile false
 
+          # set some variables
+          releaseName=$version
+          originalName=$version
+          zipName=FireflyIII-$version.zip
+          tarName=FireflyIII-$version.tar.gz
+
+          # if this is a develop build, slightly different variable names.
           if [[ "develop" == "$version" ]]; then
-            [[ -z $(git status --untracked-files=normal --porcelain) ]] && echo "this branch is clean, no need to push..." && exit 0;
+            #[[ -z $(git status --untracked-files=normal --porcelain) ]] && echo "this branch is clean, no need to push..." && exit 0;
+            releaseName=$version-$(date +'%Y%m%d')
+            originalName=$releaseName
+            zipName=FireflyIII-develop.zip
+            tarName=FireflyIII-develop.tar.gz
           fi
 
+          # if this is a branch build, also slightly different variable names.
+          if [[ "$version" == branch* ]]; then
+            #[[ -z $(git status --untracked-files=normal --porcelain) ]] && echo "this branch is clean, no need to push..." && exit 0;
+            # branch builds overrule develop
+            releaseName=$version-$(date +'%Y%m%d')
+            originalName=$releaseName
+            zipName=FireflyIII-$version.zip
+            tarName=FireflyIII-$version.tar.gz
+          fi
+
+          # in both cases, if the release or tag already exists, add ".1" until it no longer exists.
+          tagFound=true
+          tagCount=1
+          while [ "$tagFound" = true ]
+          do
+            if [ $(git tag -l "$releaseName") ]; then
+              echo "Tag $releaseName exists already."
+              releaseName="$originalName"."$tagCount"
+              echo "Tag for release is now $releaseName"
+              tagCount=$((tagCount+1))
+            else
+             echo "Tag $releaseName does not exist, can continue"
+             tagFound=false
+            fi
+          done
+
+          # set some variables
+          echo "Release name is $releaseName."
+          echo "Original name is $originalName."
+          echo "Zip name is $zipName."
+          echo "Tar name is $tarName."
+
+          # create a new branch to store the difference in.
+          BRANCH_NAME=release-$(date +'%s')
+          git checkout -b $BRANCH_NAME
+
+          echo "Temporary branch name is '$BRANCH_NAME'."
+
+          # share variables with next step.
+          echo "releaseName=$releaseName" >> "$GITHUB_ENV"
+          echo "originalName=$originalName" >> "$GITHUB_ENV"
+          echo "zipName=$zipName" >> "$GITHUB_ENV"
+          echo "tarName=$tarName" >> "$GITHUB_ENV"
+          echo "BRANCH_NAME=$BRANCH_NAME" >> "$GITHUB_ENV"
+        env:
+          version: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}
+      - name: Commit all changes
+        run: |
+          # add all content, except output.txt (this contains the changelog and/or the download instructions)
+          echo 'Add all'
           git add -A
-          if test -f "output.txt"; then
-            git reset output.txt
-          fi
-          git commit -m "Auto commit for release '$version' on $(date +'%Y-%m-%d')" || true
+          # push to a new branch.
+          echo "Auto commit on branch '$(git branch --show-current)'."
+          git commit -m "🤖 Auto commit for release '$version' on $(date +'%Y-%m-%d')" || true
           git push
+        env:
+          version: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}
+      - name: Generate release description
+        id: release-description
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: "ff3:generate-release-notes firefly-iii ${{ github.event.inputs.version }}"
+          output: 'output'
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ""
+      - name: Merge all into working branch
+        run: |
+          MERGE_INTO=develop
+            if [[ "$version" == branch* ]]; then
+                MERGE_INTO=$version
+            fi
 
+          echo "Merge all changes from $BRANCH_NAME back into '$MERGE_INTO' using a PR"
+          PR_URL=$(gh pr create -B $MERGE_INTO -H $BRANCH_NAME --title "🤖 Automatic PR to merge all changes into the '$MERGE_INTO' branch." --body '🤖 Created by GitHub action')
+          echo "PR URL is '$PR_URL'"
+          IFS='/' read -ra parts <<< "$PR_URL"
+          PR_NR=$(printf %s\\n "${parts[@]:(-1)}")
+          echo "PR number is '$PR_NR'"
+          gh pr merge $PR_NR -b "🤖 Automatically merge the PR into the $MERGE_INTO branch." -d --merge
+
+          # pull the changes from the $MERGE_INTO branch.
+          git checkout $MERGE_INTO
+          git merge origin/$MERGE_INTO
+          git pull
+          git status
+          echo "Current branch '$(git branch --show-current)'."
+
+          if [[ "develop" != "$version" ]] && [[ "$version" != branch* ]]; then
+            git checkout main
+            git merge origin/main
+            git pull
+            git status
+
+            echo "Also merge everything into main since this is a release."
+            echo 'create PR'
+            PR_URL=$(gh pr create -B main -H develop --title "🤖 Automatic PR to merge all changes into the main branch." --body "🤖 Created by GitHub action")
+            echo "PR URL is '$PR_URL'"
+
+            IFS='/' read -ra parts <<< "$PR_URL"
+            PR_NR=$(printf %s\\n "${parts[@]:(-1)}")
+            echo "PR number is '$PR_NR'"
+
+            echo 'Merge PR'
+            gh pr merge $PR_NR -b "🤖 Automatically merge the PR into the main branch." --merge
+            git checkout main
+            git merge origin/main
+            git pull
+            git status
+            echo "Current branch '$(git branch --show-current)'."
+
+          fi
+          echo "DONE!"
+        env:
+          GH_TOKEN: ${{ github.token }}
+          version: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}
+      - name: Create archives
+        run: |
+          echo "Create zip file $zipName"
+          zip -rq $zipName . -x "*.git*" "*.ci*" "*.github*" "*node_modules*" "*output.txt*" "*Procfile*" "*crowdin.yml*" "*sonar-project.properties*"
+          touch $tarName
+
+          echo "Create tar file $tarName"
+          tar --exclude=$tarName --exclude=$zipName --exclude='./.git' --exclude='./.ci' --exclude='./.github' --exclude='./node_modules' --exclude='./output.txt' --exclude='./Procfile' --exclude='../crowdin.yml' --exclude='./sonar-project.properties' -czf $tarName .
+          # add sha256 sum
+          echo 'Sha sum ...'
+          sha256sum -b $zipName > $zipName.sha256
+          sha256sum -b $tarName > $tarName.sha256
+
+          # add signatures:
+          gpg --armor --detach-sign $zipName
+          gpg --armor --detach-sign $tarName
+      - name: Create release
+        run: |
+
+          # create a development release:
           if [[ "develop" == "$version" ]]; then
-            echo "Create nightly release."
-            git tag -a $version-$(date +'%Y%m%d') -m "Nightly development release '$version' on $(date +'%Y-%m-%d')"
-            git push origin $version-$(date +'%Y%m%d')
-            gh release create $version-$(date +'%Y%m%d') -p --verify-tag \
-              -t "Development release for $(date +'%Y-%m-%d')" \
-              -n "Bi-weekly development release of Firefly III with the latest fixes, translations and features. This release was created on **$(date +'%Y-%m-%d')** and may contain bugs. Use at your own risk. Docker users can find this release under the \`develop\` tag."
-          else
-            echo "Create default release."
-            git tag -a $version -m "Here be changelog"
-            git push origin $version
-            gh release create $version -F output.txt -t "$version" --verify-tag
-            rm output.txt
+            # pull the changes from the develop branch.
             git checkout develop
-            git merge main
-            git push
+            git merge origin/develop
+            git pull
+
+            # create the release:
+            echo "Create develop release under tag '$releaseName'."
+            git tag -a $releaseName -m "🤖 Development release '$version' on $(date +'%Y-%m-%d')"
+            git push origin $releaseName
+
+            gh release create $releaseName -p --verify-tag \
+              -t "Development release for $(date +'%Y-%m-%d')" \
+              --latest=false \
+              -F output.txt
+
+          fi
+
+          # create a branch release:
+          if [[ "$version" == branch* ]]; then
+
+            # pull the changes from the branch-* branch.
+            git checkout $version
+            git merge origin/$version
+            git pull
+
+            # create the release:
+            echo "Create branch release."
+            git tag -a $releaseName -m "Branch release '$version' on $(date +'%Y-%m-%d')"
+            git push origin $releaseName
+
+            gh release create $releaseName -p --verify-tag \
+              -t "Branch release for $(date +'%Y-%m-%d')" \
+              --latest=false \
+              -F output.txt
+
+          fi
+
+          # Create a production release.
+          if [[ "develop" != "$version" ]] && [[ "$version" != branch* ]]; then
+            git checkout main
+            git merge origin/main
+            git pull
+            git status
+
+            echo "Create prod release."
+            git tag -a $releaseName -m "Release $version"
+            git push origin $releaseName
+
+            # do not tag as latest when alpha or beta.
+            if [[ "$version" == *alpha* ]] || [[ "$version" == *beta* ]]; then
+              echo 'Mark alpha or beta as NOT the latest.'
+              gh release create $releaseName -F output.txt -t "$releaseName" --verify-tag --latest=false
+            fi
+
+            # tag as latest when NOT alpha or beta.
+            if [[ "$version" != *alpha* ]] && [[ "$version" != *beta* ]]; then
+              echo 'Mark prod as the latest.'
+              gh release create $releaseName -F output.txt -t "$releaseName" --verify-tag --latest=true
+            fi
           fi
         env:
           GH_TOKEN: ${{ github.token }}
           version: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}
+      - name: Upload artifacts
+        run: |
+          # add zip file to release.
+          echo "Upload $zipName to $releaseName"
+          gh release upload $releaseName $zipName
+          echo "Upload $tarName to $releaseName"
+          gh release upload $releaseName $tarName
+
+          # add sha256 sum to release
+          echo "Upload $zipName.sha256 to $releaseName"
+          gh release upload $releaseName $zipName.sha256
+          echo "Upload $tarName.sha256 to $releaseName"
+          gh release upload $releaseName $tarName.sha256
+
+          # add signatures to release
+          echo "Upload $zipName.asc to $releaseName"
+          gh release upload $releaseName $zipName.asc
+          echo "Upload $tarName.asc to $releaseName"
+          gh release upload $releaseName $tarName.asc
+
+          # get current HEAD and add as file to the release
+          HEAD=$(git rev-parse HEAD)
+          echo $HEAD > HEAD.txt
+          echo "Upload HEAD.txt to $releaseName"
+          gh release upload $releaseName HEAD.txt
+
+          # remove all temporary files
+          rm -f output.txt
+          rm -f HEAD.txt
+          rm -f $zipName
+          rm -f $zipName.sha256
+          rm -f $tarName
+          rm -f $tarName.sha256
+        env:
+          GH_TOKEN: ${{ github.token }}
+          version: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}

.github/workflows/sonarcloud.yml

@@ -1,76 +0,0 @@
-name: 'Code - Run Sonarcloud'
-on:
-  pull_request:
-  workflow_dispatch:
-  push:
-    branches:
-      - main
-      - develop
-env:
-  DB_CONNECTION: sqlite
-  APP_KEY: UfpBqqeXx7zpNodsC6yjYQcRfDdm4Bxh
-jobs:
-  sonarcloud:
-    name: SonarCloud
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout
-        uses: actions/checkout@v4
-      - name: Setup PHP with Xdebug
-        uses: shivammathur/setup-php@v2
-        with:
-          php-version: '8.3'
-          coverage: xdebug
-          extensions: >-
-            bcmath
-            curl
-            fileinfo
-            iconv
-            intl
-            json
-            sqlite3
-            mbstring
-            openssl
-            pdo
-            session
-            simplexml
-            sodium
-            tokenizer
-            xml
-            xmlwriter
-
-      - name: Copy standard configuration
-        run: cp .env.testing .env
-
-      - name: Install Composer dependencies
-        run: composer install --prefer-dist --no-interaction --no-progress --no-scripts
-
-      - name: PHPStan
-        run: .ci/phpstan.sh
-
-      - name: PHPMD
-        run: .ci/phpmd.sh
-
-      - name: PHP CS Fixer
-        run: .ci/phpcs.sh
-
-      - name: "Create database file"
-        run: touch storage/database/database.sqlite
-
-      - name: "Upgrades the database to the latest version"
-        run: php artisan firefly-iii:upgrade-database
-
-      - name: "Integrity Database Report"
-        run: php artisan firefly-iii:report-integrity
-
-      - name: "Run tests with coverage"
-        run: composer coverage
-
-      - name: Fix code coverage paths
-        run: sed -i 's@'$GITHUB_WORKSPACE'@/github/workspace/@g' coverage.xml
-
-      - name: SonarCloud Scan
-        uses: SonarSource/sonarcloud-github-action@master
-        env:
-          GITHUB_TOKEN: ${{ secrets.GH_ACTIONS_PERSONAL_ACCESS_TOKEN }}
-          SONAR_TOKEN: ${{ secrets.SONAR_TOKEN }}

.github/workflows/stale.yml

@@ -1,7 +1,7 @@
 name: "Issues - Mark and close stale issues"
 on:
   schedule:
-    - cron: "30 1 * * *"
+    - cron: "0 4 * * *"
   workflow_dispatch:
 
 permissions:
@@ -12,22 +12,23 @@ jobs:
     permissions:
       issues: write  # for actions/stale to close stale issues
       pull-requests: write  # for actions/stale to close stale PRs
+      actions: write
     runs-on: ubuntu-latest
     steps:
       - uses: actions/stale@v9
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
-          stale-issue-message: >
-            Hi there! 
-            
+          stale-issue-message: |
+            Hi there!
+
             This is an automatic reply. `Share and enjoy`
 
             This issue has been automatically marked as stale because it has not had recent activity. It will be closed if no further activity occurs.
 
             Thank you for your contributions.
-          stale-pr-message: >
-            Hi there! 
-            
+          stale-pr-message: |
+            Hi there!
+
             This is an automatic reply. `Share and enjoy`
 
             This PR has been automatically marked as stale because it has not had recent activity. It will be closed if no further activity occurs.
@@ -35,4 +36,5 @@ jobs:
             Thank you for your contributions.
           days-before-stale: 14
           days-before-close: 7
-          exempt-issue-labels: 'enhancement,feature,bug,announcement,epic,triage'
+          exempt-all-milestones: true
+          exempt-issue-labels: 'triage'

.gitignore

@@ -7,3 +7,24 @@ yarn-error.log
 .env
 /.ci/php-cs-fixer/vendor
 coverage.xml
+output.txt
+
+# ignore generated files.
+public/build
+
+# ignore v1 build files
+resources/assets/v1/node_modules
+resources/assets/v1/build
+public/v1/js/app.js*
+public/v1/js/app_vue.js*
+public/v1/js/create*
+public/v1/js/edit*
+public/v1/js/profile*
+public/v1/js/administrations
+public/v1/js/exchange-rates
+public/v1/js/webhooks
+
+# ignore v2 build files
+resources/assets/v2/node_modules
+resources/assets/v2/build
+public/v2/i18n

THANKS.md

@@ -0,0 +1,209 @@
+# Thank you! :tada: :heart: :tada:
+
+Over time, many people have contributed to Firefly III. Their efforts are not always visible, but always remembered and appreciated.
+Please find below all the people who contributed to the Firefly III code. Their names are mentioned in the year of their first contribution.
+
+## 2025
+- Denis Iskandarov
+- =
+- Lompi
+- Jose Diaz-Gonzalez
+- SoftBrix
+
+## 2024
+- Sobuno
+- TasneemTantawy
+- Antônio Franco
+- yparitcher
+- Jhon Pedroza
+- mzhubail
+- tasnim
+- withbest
+- Steve Wasiura
+- imlonghao
+- Rahman Yusuf
+- Michael Thomas
+- WardenJakx
+- kuilin
+- Stevie Robinson
+- luzpaz
+- Lemuel Roberto Bonifácio
+- maureenferreira
+
+## 2023
+- tieu1991
+- Maxco10
+- zqye
+- Mateus Pereira
+- josephbadow
+- Christian Desktop
+- Edgars
+- Hannah K
+- noxonad
+- Kaijia Feng
+- Marc Ordinas i Llopis
+- Kuba Turek
+- Julien Stébenne
+
+## 2022
+- Johannes Zellner
+- Janne Heß
+- charlesteets
+- Nathan PERIER
+- Jan Willhaus
+- canoine
+- Rick Cuddy
+- James
+- Hugo Meyronneinc
+- naveen
+- neilnaveen
+- naveensrinivasan
+- Federico Micelli
+- George Hahn
+
+## 2021
+- StillLoading
+- Igor Rzegocki
+- Lorenzo Breda
+- Hosh
+- Flightkick
+- alex6480
+- VREEdom
+- Hamza FADIL
+- Kasper Læssø Sørensen
+- Alex
+- Jeroen De Meerleer
+- Ruben van Erk
+- Fabian Zimmermann
+- Mirko Berger
+- KaihatsuOnline
+- MihataBG
+
+## 2020
+- Hannes Körber
+- Julien Cassagne
+- bu4ak
+- Viktor Yakovlev
+- Oliver Kaufmann
+- Arvind Chembarpu
+- GrayStrider
+- psychowood
+- Hosh Sadiq
+- emansih
+- Aniruddha Maru
+- johnny
+- sephrat
+- bpatath
+- Florian Dupret
+- Maxim Kurbatov
+- Lucas Guima
+- Sandro
+- Ruben Verhoef
+- Daniel Idzerda
+- Calum Smith
+- Agraphie
+- Tomer Shvueli
+- Tomer S
+
+## 2019
+- Pascal Jungblut
+- Justyn Shull
+- Timendum
+- Nicolas Lœuillet
+- Dominic Guhl
+- Melroy van den Berg
+- Henning Stein
+- Jan Klepek
+- Jonathan
+- Geoffrey “Frogeye” Preud'homme
+- Michael Fix
+- Juraj Mlich
+- Eddybrando Vásquez
+- hulloanson
+- Will Rouesnel
+- lastlink
+- Mr. Funk
+- Simon Taddiken
+- Joris
+- Bastiaan Nijkamp
+
+## 2018
+- a1ex4
+- Daniel Quah
+- Marco Lourenço
+- Dennis Enderink
+- Luca Bognolo
+- Mike Conway
+- Ben
+- Mathieu Post
+- George Hertz
+- HamuZ HamuZ
+- David Meiseles
+- Erik Gelderblom
+- Luca Vallerini
+- Clemens Wijnekus
+- Jacob Weisz
+- Mateusz Gozdek
+- anmol26s
+- Kevin Hellemun
+- Shashank M Chakravarthy
+- Nico Schreiner
+- Paul Sohier
+- Brenden Conte
+- Ben Yanke
+- Andrew Prokhorenkov
+- devlearner
+- Kelvin
+- J'informatique
+
+## 2017
+- Victor Mosin
+- Justin
+- Hugo van Duijn
+- Lukas Winkler
+- Marcin Szymanski
+- Jens Kat
+- koziolek
+- jleeong
+- Simon Hanna
+- richard & xeli.eu
+- Sergey Besedin
+- Welbert Serra
+- Joris de Vries
+- Patrick Kostjens
+- Enrico Lamperti
+- Christian Musa
+- Enno Lohmeier
+
+## 2016
+- Sander
+- Toon Schoenmakers
+- Telyn
+- Sander Kleykens
+- Tom van der Werf
+- Matthew Peck
+- Sander Mulders
+- Bonno Nachtegaal-Karels
+- Niek Haarman
+- Edwin
+- Thijs Alkemade
+- zjean
+- Graham Miller
+- Robert Horlings
+- leander091
+
+## 2015
+- Antonio Spinelli
+- Colin O'Dell
+- RonaldvanMeer
+- Richard Ebbers
+- Balazs Varkonyi
+- Niek van der Kooy
+- Ilya Kil
+
+## 2014
+- Stewart Malik
+- Graham Campbell
+
+
+Thank you for all your support!

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,13 +26,17 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\AccountTypeEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Debug\Timer;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Facades\Steam;
 use FireflyIII\Support\Http\Api\AccountFilter;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class AccountController
@@ -40,6 +45,9 @@ class AccountController extends Controller
 {
     use AccountFilter;
 
+    // this array only exists to test if the constructor will use it properly.
+    protected array $accepts = ['application/json', 'application/vnd.api+json'];
+
     /** @var array<int, string> */
     private array                      $balanceTypes;
     private AccountRepositoryInterface $repository;
@@ -60,7 +68,7 @@ class AccountController extends Controller
                 return $next($request);
             }
         );
-        $this->balanceTypes = [AccountType::ASSET, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE];
+        $this->balanceTypes = [AccountTypeEnum::ASSET->value, AccountTypeEnum::LOAN->value, AccountTypeEnum::DEBT->value, AccountTypeEnum::MORTGAGE->value];
     }
 
     /**
@@ -72,40 +80,50 @@ class AccountController extends Controller
      */
     public function accounts(AutocompleteRequest $request): JsonResponse
     {
-        $data            = $request->getData();
-        $types           = $data['types'];
-        $query           = $data['query'];
-        $date            = $data['date'] ?? today(config('app.timezone'));
-        $return          = [];
-        $result          = $this->repository->searchAccount((string)$query, $types, $this->parameters->get('limit'));
+        $data        = $request->getData();
+        $types       = $data['types'];
+        $query       = $data['query'];
+        $date        = $data['date'] ?? today(config('app.timezone'));
+        $return      = [];
+        $timer       = Timer::getInstance();
+        $timer->start(sprintf('AC accounts "%s"', $query));
+        $result      = $this->repository->searchAccount((string) $query, $types, $this->parameters->get('limit'));
 
-        // TODO this code is duplicated in the V2 Autocomplete controller, which means this code is due to be deprecated.
-        $defaultCurrency = app('amount')->getDefaultCurrency();
+        // set date to subday + end-of-day for account balance. so it is at $date 23:59:59
+        $date->endOfDay();
+
+        $allBalances = Steam::accountsBalancesOptimized($result, $date, $this->primaryCurrency, $this->convertToPrimary);
 
         /** @var Account $account */
         foreach ($result as $account) {
             $nameWithBalance = $account->name;
-            $currency        = $this->repository->getAccountCurrency($account) ?? $defaultCurrency;
-
+            $currency        = $this->repository->getAccountCurrency($account) ?? $this->primaryCurrency;
+            $useCurrency     = $currency;
             if (in_array($account->accountType->type, $this->balanceTypes, true)) {
-                $balance         = app('steam')->balance($account, $date);
-                $nameWithBalance = sprintf(
-                    '%s (%s)',
-                    $account->name,
-                    app('amount')->formatAnything($currency, $balance, false)
-                );
+                // this one is correct.
+                Log::debug(sprintf('accounts: Call finalAccountBalance with date/time "%s"', $date->toIso8601String()));
+                $balance         = $allBalances[$account->id] ?? [];
+                $key             = $this->convertToPrimary && $currency->id !== $this->primaryCurrency->id ? 'pc_balance' : 'balance';
+                $useCurrency     = $this->convertToPrimary && $currency->id !== $this->primaryCurrency->id ? $this->primaryCurrency : $currency;
+                $amount          = $balance[$key] ?? '0';
+                $nameWithBalance = sprintf('%s (%s)', $account->name, Amount::formatAnything($useCurrency, $amount, false));
             }
 
             $return[]        = [
-                'id'                      => (string)$account->id,
-                'name'                    => $account->name,
-                'name_with_balance'       => $nameWithBalance,
-                'type'                    => $account->accountType->type,
-                'currency_id'             => (string)$currency->id,
-                'currency_name'           => $currency->name,
-                'currency_code'           => $currency->code,
-                'currency_symbol'         => $currency->symbol,
-                'currency_decimal_places' => $currency->decimal_places,
+                'id'                              => (string) $account->id,
+                'name'                            => $account->name,
+                'name_with_balance'               => $nameWithBalance,
+                'type'                            => $account->accountType->type,
+                'currency_id'                     => (string) $useCurrency->id,
+                'currency_name'                   => $useCurrency->name,
+                'currency_code'                   => $useCurrency->code,
+                'currency_symbol'                 => $useCurrency->symbol,
+                'currency_decimal_places'         => $useCurrency->decimal_places,
+                'account_currency_id'             => (string) $currency->id,
+                'account_currency_name'           => $currency->name,
+                'account_currency_code'           => $currency->code,
+                'account_currency_symbol'         => $currency->symbol,
+                'account_currency_decimal_places' => $currency->decimal_places,
             ];
         }
 
@@ -113,14 +131,15 @@ class AccountController extends Controller
         usort(
             $return,
             static function (array $left, array $right) {
-                $order = [AccountType::ASSET, AccountType::REVENUE, AccountType::EXPENSE];
-                $posA  = (int)array_search($left['type'], $order, true);
-                $posB  = (int)array_search($right['type'], $order, true);
+                $order = [AccountTypeEnum::ASSET->value, AccountTypeEnum::REVENUE->value, AccountTypeEnum::EXPENSE->value];
+                $posA  = (int) array_search($left['type'], $order, true);
+                $posB  = (int) array_search($right['type'], $order, true);
 
                 return $posA - $posB;
             }
         );
+        $timer->stop(sprintf('AC accounts "%s"', $query));
 
-        return response()->json($return);
+        return response()->api($return);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * BillController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -64,15 +65,13 @@ class BillController extends Controller
         $data     = $request->getData();
         $result   = $this->repository->searchBill($data['query'], $this->parameters->get('limit'));
         $filtered = $result->map(
-            static function (Bill $item) {
-                return [
-                    'id'     => (string)$item->id,
-                    'name'   => $item->name,
-                    'active' => $item->active,
-                ];
-            }
+            static fn (Bill $item) => [
+                'id'     => (string) $item->id,
+                'name'   => $item->name,
+                'active' => $item->active,
+            ]
         );
 
-        return response()->json($filtered->toArray());
+        return response()->api($filtered->toArray());
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * BudgetController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -64,14 +65,12 @@ class BudgetController extends Controller
         $data     = $request->getData();
         $result   = $this->repository->searchBudget($data['query'], $this->parameters->get('limit'));
         $filtered = $result->map(
-            static function (Budget $item) {
-                return [
-                    'id'   => (string)$item->id,
-                    'name' => $item->name,
-                ];
-            }
+            static fn (Budget $item) => [
+                'id'   => (string) $item->id,
+                'name' => $item->name,
+            ]
         );
 
-        return response()->json($filtered);
+        return response()->api($filtered->toArray());
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * CategoryController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -64,14 +65,12 @@ class CategoryController extends Controller
         $data     = $request->getData();
         $result   = $this->repository->searchCategory($data['query'], $this->parameters->get('limit'));
         $filtered = $result->map(
-            static function (Category $item) {
-                return [
-                    'id'   => (string)$item->id,
-                    'name' => $item->name,
-                ];
-            }
+            static fn (Category $item) => [
+                'id'   => (string) $item->id,
+                'name' => $item->name,
+            ]
         );
 
-        return response()->json($filtered);
+        return response()->api($filtered->toArray());
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * CurrencyController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -23,10 +24,11 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
+use Deprecated;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
 use FireflyIII\Models\TransactionCurrency;
-use FireflyIII\Repositories\UserGroups\Currency\CurrencyRepositoryInterface;
+use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
@@ -68,7 +70,7 @@ class CurrencyController extends Controller
         /** @var TransactionCurrency $currency */
         foreach ($collection as $currency) {
             $result[] = [
-                'id'             => (string)$currency->id,
+                'id'             => (string) $currency->id,
                 'name'           => $currency->name,
                 'code'           => $currency->code,
                 'symbol'         => $currency->symbol,
@@ -76,15 +78,14 @@ class CurrencyController extends Controller
             ];
         }
 
-        return response()->json($result);
+        return response()->api($result);
     }
 
     /**
      * Documentation for this endpoint is at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getCurrenciesCodeAC
-     *
-     * @deprecated
      */
+    #[Deprecated]
     public function currenciesWithCode(AutocompleteRequest $request): JsonResponse
     {
         $data       = $request->getData();
@@ -94,7 +95,7 @@ class CurrencyController extends Controller
         /** @var TransactionCurrency $currency */
         foreach ($collection as $currency) {
             $result[] = [
-                'id'             => (string)$currency->id,
+                'id'             => (string) $currency->id,
                 'name'           => sprintf('%s (%s)', $currency->name, $currency->code),
                 'code'           => $currency->code,
                 'symbol'         => $currency->symbol,
@@ -102,6 +103,6 @@ class CurrencyController extends Controller
             ];
         }
 
-        return response()->json($result);
+        return response()->api($result);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * ObjectGroupController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -68,12 +69,12 @@ class ObjectGroupController extends Controller
         /** @var ObjectGroup $objectGroup */
         foreach ($result as $objectGroup) {
             $return[] = [
-                'id'    => (string)$objectGroup->id,
+                'id'    => (string) $objectGroup->id,
                 'name'  => $objectGroup->title,
                 'title' => $objectGroup->title,
             ];
         }
 
-        return response()->json($return);
+        return response()->api($return);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * PiggyBankController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -65,29 +66,28 @@ class PiggyBankController extends Controller
      */
     public function piggyBanks(AutocompleteRequest $request): JsonResponse
     {
-        $data            = $request->getData();
-        $piggies         = $this->piggyRepository->searchPiggyBank($data['query'], $this->parameters->get('limit'));
-        $defaultCurrency = app('amount')->getDefaultCurrency();
-        $response        = [];
+        $data     = $request->getData();
+        $piggies  = $this->piggyRepository->searchPiggyBank($data['query'], $this->parameters->get('limit'));
+        $response = [];
 
         /** @var PiggyBank $piggy */
         foreach ($piggies as $piggy) {
-            $currency    = $this->accountRepository->getAccountCurrency($piggy->account) ?? $defaultCurrency;
+            $currency    = $piggy->transactionCurrency;
             $objectGroup = $piggy->objectGroups()->first();
             $response[]  = [
-                'id'                      => (string)$piggy->id,
+                'id'                      => (string) $piggy->id,
                 'name'                    => $piggy->name,
-                'currency_id'             => (string)$currency->id,
+                'currency_id'             => (string) $currency->id,
                 'currency_name'           => $currency->name,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'object_group_id'         => null === $objectGroup ? null : (string)$objectGroup->id,
+                'object_group_id'         => null === $objectGroup ? null : (string) $objectGroup->id,
                 'object_group_title'      => $objectGroup?->title,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 
     /**
@@ -96,35 +96,34 @@ class PiggyBankController extends Controller
      */
     public function piggyBanksWithBalance(AutocompleteRequest $request): JsonResponse
     {
-        $data            = $request->getData();
-        $piggies         = $this->piggyRepository->searchPiggyBank($data['query'], $this->parameters->get('limit'));
-        $defaultCurrency = app('amount')->getDefaultCurrency();
-        $response        = [];
+        $data     = $request->getData();
+        $piggies  = $this->piggyRepository->searchPiggyBank($data['query'], $this->parameters->get('limit'));
+        $response = [];
 
         /** @var PiggyBank $piggy */
         foreach ($piggies as $piggy) {
-            $currency      = $this->accountRepository->getAccountCurrency($piggy->account) ?? $defaultCurrency;
-            $currentAmount = $this->piggyRepository->getRepetition($piggy)->currentamount ?? '0';
+            $currency      = $piggy->transactionCurrency;
+            $currentAmount = $this->piggyRepository->getCurrentAmount($piggy);
             $objectGroup   = $piggy->objectGroups()->first();
             $response[]    = [
-                'id'                      => (string)$piggy->id,
+                'id'                      => (string) $piggy->id,
                 'name'                    => $piggy->name,
                 'name_with_balance'       => sprintf(
                     '%s (%s / %s)',
                     $piggy->name,
                     app('amount')->formatAnything($currency, $currentAmount, false),
-                    app('amount')->formatAnything($currency, $piggy->targetamount, false),
+                    app('amount')->formatAnything($currency, $piggy->target_amount, false),
                 ),
-                'currency_id'             => (string)$currency->id,
+                'currency_id'             => (string) $currency->id,
                 'currency_name'           => $currency->name,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'object_group_id'         => null === $objectGroup ? null : (string)$objectGroup->id,
+                'object_group_id'         => null === $objectGroup ? null : (string) $objectGroup->id,
                 'object_group_title'      => $objectGroup?->title,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * RecurrenceController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -66,12 +67,12 @@ class RecurrenceController extends Controller
         /** @var Recurrence $recurrence */
         foreach ($recurrences as $recurrence) {
             $response[] = [
-                'id'          => (string)$recurrence->id,
+                'id'          => (string) $recurrence->id,
                 'name'        => $recurrence->title,
                 'description' => $recurrence->description,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * RuleController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -65,12 +66,12 @@ class RuleController extends Controller
         /** @var Rule $rule */
         foreach ($rules as $rule) {
             $response[] = [
-                'id'          => (string)$rule->id,
+                'id'          => (string) $rule->id,
                 'name'        => $rule->title,
                 'description' => $rule->description,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * RuleGroupController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -65,12 +66,12 @@ class RuleGroupController extends Controller
         /** @var RuleGroup $group */
         foreach ($groups as $group) {
             $response[] = [
-                'id'          => (string)$group->id,
+                'id'          => (string) $group->id,
                 'name'        => $group->title,
                 'description' => $group->description,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * TagController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -68,12 +69,12 @@ class TagController extends Controller
         /** @var Tag $tag */
         foreach ($result as $tag) {
             $array[] = [
-                'id'   => (string)$tag->id,
+                'id'   => (string) $tag->id,
                 'name' => $tag->tag,
                 'tag'  => $tag->tag,
             ];
         }
 
-        return response()->json($array);
+        return response()->api($array);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * TransactionController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -23,8 +24,10 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
+use FireflyIII\Models\TransactionGroup;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\TransactionJournal;
 use FireflyIII\Repositories\Journal\JournalRepositoryInterface;
 use FireflyIII\Repositories\TransactionGroup\TransactionGroupRepositoryInterface;
@@ -37,6 +40,7 @@ use Illuminate\Support\Collection;
  */
 class TransactionController extends Controller
 {
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
     private TransactionGroupRepositoryInterface $groupRepository;
     private JournalRepositoryInterface          $repository;
 
@@ -50,10 +54,12 @@ class TransactionController extends Controller
             function ($request, $next) {
                 /** @var User $user */
                 $user                  = auth()->user();
+                $userGroup             = $this->validateUserGroup($request);
                 $this->repository      = app(JournalRepositoryInterface::class);
                 $this->groupRepository = app(TransactionGroupRepositoryInterface::class);
                 $this->repository->setUser($user);
                 $this->groupRepository->setUser($user);
+                $this->groupRepository->setUserGroup($userGroup);
 
                 return $next($request);
             }
@@ -76,14 +82,14 @@ class TransactionController extends Controller
         /** @var TransactionJournal $journal */
         foreach ($filtered as $journal) {
             $array[] = [
-                'id'                   => (string)$journal->id,
-                'transaction_group_id' => (string)$journal->transaction_group_id,
+                'id'                   => (string) $journal->id,
+                'transaction_group_id' => (string) $journal->transaction_group_id,
                 'name'                 => $journal->description,
                 'description'          => $journal->description,
             ];
         }
 
-        return response()->json($array);
+        return response()->api($array);
     }
 
     /**
@@ -96,8 +102,8 @@ class TransactionController extends Controller
         $result = new Collection();
         if (is_numeric($data['query'])) {
             // search for group, not journal.
-            $firstResult = $this->groupRepository->find((int)$data['query']);
-            if (null !== $firstResult) {
+            $firstResult = $this->groupRepository->find((int) $data['query']);
+            if ($firstResult instanceof TransactionGroup) {
                 // group may contain multiple journals, each a result:
                 foreach ($firstResult->transactionJournals as $journal) {
                     $result->push($journal);
@@ -114,13 +120,13 @@ class TransactionController extends Controller
         /** @var TransactionJournal $journal */
         foreach ($result as $journal) {
             $array[] = [
-                'id'                   => (string)$journal->id,
-                'transaction_group_id' => (string)$journal->transaction_group_id,
+                'id'                   => (string) $journal->id,
+                'transaction_group_id' => (string) $journal->transaction_group_id,
                 'name'                 => sprintf('#%d: %s', $journal->transaction_group_id, $journal->description),
                 'description'          => sprintf('#%d: %s', $journal->transaction_group_id, $journal->description),
             ];
         }
 
-        return response()->json($array);
+        return response()->api($array);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * TransactionTypeController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -65,12 +66,12 @@ class TransactionTypeController extends Controller
         foreach ($types as $type) {
             // different key for consistency.
             $array[] = [
-                'id'   => (string)$type->id,
+                'id'   => (string) $type->id,
                 'name' => $type->type,
                 'type' => $type->type,
             ];
         }
 
-        return response()->json($array);
+        return response()->api($array);
     }
 }

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

@@ -26,15 +26,23 @@ namespace FireflyIII\Api\V1\Controllers\Chart;
 
 use Carbon\Carbon;
 use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Chart\ChartRequest;
 use FireflyIII\Api\V1\Requests\Data\DateRequest;
+use FireflyIII\Enums\AccountTypeEnum;
 use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Exceptions\ValidationException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
 use FireflyIII\Models\Preference;
+use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Chart\ChartData;
+use FireflyIII\Support\Facades\Preferences;
+use FireflyIII\Support\Facades\Steam;
 use FireflyIII\Support\Http\Api\ApiSupport;
+use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class AccountController
@@ -42,7 +50,9 @@ use Illuminate\Http\JsonResponse;
 class AccountController extends Controller
 {
     use ApiSupport;
+    use CollectsAccountsFromFilter;
 
+    private ChartData                  $chartData;
     private AccountRepositoryInterface $repository;
 
     /**
@@ -55,6 +65,7 @@ class AccountController extends Controller
             function ($request, $next) {
                 /** @var User $user */
                 $user             = auth()->user();
+                $this->chartData  = new ChartData();
                 $this->repository = app(AccountRepositoryInterface::class);
                 $this->repository->setUser($user);
 
@@ -63,45 +74,128 @@ class AccountController extends Controller
         );
     }
 
+    /**
+     * TODO fix documentation
+     *
+     * @throws FireflyException
+     */
+    public function dashboard(ChartRequest $request): JsonResponse
+    {
+        $queryParameters = $request->getParameters();
+        $accounts        = $this->getAccountList($queryParameters);
+
+        // move date to end of day
+        $queryParameters['start']->startOfDay();
+        $queryParameters['end']->endOfDay();
+        Log::debug(sprintf('dashboard(), convert to primary: %s', var_export($this->convertToPrimary, true)));
+
+        // loop each account, and collect info:
+        /** @var Account $account */
+        foreach ($accounts as $account) {
+            Log::debug(sprintf('Account #%d ("%s")', $account->id, $account->name));
+            $this->renderAccountData($queryParameters, $account);
+        }
+
+        return response()->json($this->chartData->render());
+    }
+
+    /**
+     * @throws FireflyException
+     */
+    private function renderAccountData(array $params, Account $account): void
+    {
+        Log::debug(sprintf('Now in %s(array, #%d)', __METHOD__, $account->id));
+        $currency     = $this->repository->getAccountCurrency($account);
+        $currentStart = clone $params['start'];
+        $range        = Steam::finalAccountBalanceInRange($account, $params['start'], clone $params['end'], $this->convertToPrimary);
+
+
+        $previous     = array_values($range)[0]['balance'];
+        $pcPrevious   = null;
+        if (!$currency instanceof TransactionCurrency) {
+            $currency = $this->default;
+        }
+        $currentSet   = [
+            'label'                   => $account->name,
+
+            // the currency that belongs to the account.
+            'currency_id'             => (string)$currency->id,
+            'currency_code'           => $currency->code,
+            'currency_symbol'         => $currency->symbol,
+            'currency_decimal_places' => $currency->decimal_places,
+
+            // the default currency of the user (could be the same!)
+            'date'                    => $params['start']->toAtomString(),
+            'start'                   => $params['start']->toAtomString(),
+            'end'                     => $params['end']->toAtomString(),
+            'period'                  => '1D',
+            'entries'                 => [],
+        ];
+        if ($this->convertToPrimary) {
+            $currentSet['pc_entries']                      = [];
+            $currentSet['primary_currency_id']             = (string)$this->primaryCurrency->id;
+            $currentSet['primary_currency_code']           = $this->primaryCurrency->code;
+            $currentSet['primary_currency_symbol']         = $this->primaryCurrency->symbol;
+            $currentSet['primary_currency_decimal_places'] = $this->primaryCurrency->decimal_places;
+            $pcPrevious                                    = array_values($range)[0]['pc_balance'];
+        }
+
+
+        while ($currentStart <= $params['end']) {
+            $format                        = $currentStart->format('Y-m-d');
+            $label                         = $currentStart->toAtomString();
+            $balance                       = array_key_exists($format, $range) ? $range[$format]['balance'] : $previous;
+            $previous                      = $balance;
+            $currentSet['entries'][$label] = $balance;
+
+
+            // do the same for the primary currency balance, if relevant:
+            $pcBalance                     = null;
+            if ($this->convertToPrimary) {
+                $pcBalance                        = array_key_exists($format, $range) ? $range[$format]['pc_balance'] : $pcPrevious;
+                $pcPrevious                       = $pcBalance;
+                $currentSet['pc_entries'][$label] = $pcBalance;
+            }
+
+            $currentStart->addDay();
+        }
+        $this->chartData->add($currentSet);
+    }
+
     /**
      * This endpoint is documented at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/charts/getChartAccountOverview
      *
-     * @throws FireflyException
+     * @throws ValidationException
      */
     public function overview(DateRequest $request): JsonResponse
     {
         // parameters for chart:
-        $dates      = $request->getAll();
+        $dates        = $request->getAll();
+
 
         /** @var Carbon $start */
-        $start      = $dates['start'];
+        $start        = $dates['start'];
 
         /** @var Carbon $end */
-        $end        = $dates['end'];
+        $end          = $dates['end'];
 
-        // user's preferences
-        $defaultSet = $this->repository->getAccountsByType([AccountType::ASSET])->pluck('id')->toArray();
+        // set dates to end of day + start of day:
+        $start->startOfDay();
+        $end->endOfDay();
 
-        /** @var Preference $frontPage */
-        $frontPage  = app('preferences')->get('frontPageAccounts', $defaultSet);
-        $default    = app('amount')->getDefaultCurrency();
-
-        if (!(is_array($frontPage->data) && count($frontPage->data) > 0)) {
-            $frontPage->data = $defaultSet;
-            $frontPage->save();
-        }
-
-        // get accounts:
-        $accounts   = $this->repository->getAccountsById($frontPage->data);
-        $chartData  = [];
+        $frontPageIds = $this->getFrontPageAccountIds();
+        $accounts     = $this->repository->getAccountsById($frontPageIds);
+        $chartData    = [];
 
         /** @var Account $account */
         foreach ($accounts as $account) {
-            $currency     = $this->repository->getAccountCurrency($account);
-            if (null === $currency) {
-                $currency = $default;
-            }
+            Log::debug(sprintf('Rendering chart data for account %s (%d)', $account->name, $account->id));
+            $currency     = $this->repository->getAccountCurrency($account) ?? $this->primaryCurrency;
+            $currentStart = clone $start;
+            $range        = Steam::finalAccountBalanceInRange($account, $start, clone $end, $this->convertToPrimary);
+            $previous     = array_values($range)[0]['balance'];
+            $pcPrevious   = null;
             $currentSet   = [
                 'label'                   => $account->name,
                 'currency_id'             => (string)$currency->id,
@@ -114,22 +208,57 @@ class AccountController extends Controller
                 'yAxisID'                 => 0, // 0, 1, 2
                 'entries'                 => [],
             ];
-            // TODO this code is also present in the V2 chart account controller so this method is due to be deprecated.
-            $currentStart = clone $start;
-            $range        = app('steam')->balanceInRange($account, $start, clone $end);
-            // 2022-10-11 this method no longer converts to float.
-            $previous     = array_values($range)[0];
+
+            // add "pc_entries" if convertToPrimary is true:
+            if ($this->convertToPrimary) {
+                $currentSet['pc_entries']                      = [];
+                $currentSet['primary_currency_id']             = (string)$this->primaryCurrency->id;
+                $currentSet['primary_currency_code']           = $this->primaryCurrency->code;
+                $currentSet['primary_currency_symbol']         = $this->primaryCurrency->symbol;
+                $currentSet['primary_currency_decimal_places'] = $this->primaryCurrency->decimal_places;
+                $pcPrevious                                    = array_values($range)[0]['pc_balance'];
+
+            }
+
+            // also get the primary balance if convertToPrimary is true:
             while ($currentStart <= $end) {
                 $format                        = $currentStart->format('Y-m-d');
                 $label                         = $currentStart->toAtomString();
-                $balance                       = array_key_exists($format, $range) ? $range[$format] : $previous;
+
+                // balance is based on "balance" from the $range variable.
+                $balance                       = array_key_exists($format, $range) ? $range[$format]['balance'] : $previous;
                 $previous                      = $balance;
-                $currentStart->addDay();
                 $currentSet['entries'][$label] = $balance;
+
+                // do the same for the primary balance, if relevant:
+                $pcBalance                     = null;
+                if ($this->convertToPrimary) {
+                    $pcBalance                        = array_key_exists($format, $range) ? $range[$format]['pc_balance'] : $pcPrevious;
+                    $pcPrevious                       = $pcBalance;
+                    $currentSet['pc_entries'][$label] = $pcBalance;
+                }
+
+                $currentStart->addDay();
+
             }
             $chartData[]  = $currentSet;
         }
 
         return response()->json($chartData);
     }
+
+    private function getFrontPageAccountIds(): array
+    {
+        $defaultSet = $this->repository->getAccountsByType([AccountTypeEnum::ASSET->value])->pluck('id')->toArray();
+
+        /** @var Preference $frontpage */
+        $frontpage  = Preferences::get('frontpageAccounts', $defaultSet);
+
+        if (!(is_array($frontpage->data) && count($frontpage->data) > 0)) {
+            $frontpage->data = $defaultSet;
+            $frontpage->save();
+        }
+
+        return $frontpage->data ?? $defaultSet;
+    }
 }

app/Api/V1/Controllers/Chart/BalanceController.php

@@ -0,0 +1,97 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V1\Controllers\Chart;
+
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Chart\ChartRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Chart\ChartData;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Http\Api\AccountBalanceGrouped;
+use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
+use Illuminate\Http\JsonResponse;
+
+/**
+ * Class BalanceController
+ */
+class BalanceController extends Controller
+{
+    use CleansChartData;
+    use CollectsAccountsFromFilter;
+
+    private ChartData                  $chartData;
+    private GroupCollectorInterface    $collector;
+    private AccountRepositoryInterface $repository;
+
+    // private TransactionCurrency        $default;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(AccountRepositoryInterface::class);
+                $this->collector  = app(GroupCollectorInterface::class);
+                $userGroup        = $this->validateUserGroup($request);
+                $this->repository->setUserGroup($userGroup);
+                $this->collector->setUserGroup($userGroup);
+                $this->chartData  = new ChartData();
+                // $this->default    = app('amount')->getPrimaryCurrency();
+
+                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.
+     *
+     * @throws FireflyException
+     */
+    public function balance(ChartRequest $request): JsonResponse
+    {
+        $queryParameters = $request->getParameters();
+        $accounts        = $this->getAccountList($queryParameters);
+
+        // prepare for currency conversion and data collection:
+        /** @var TransactionCurrency $primary */
+        $primary         = Amount::getPrimaryCurrency();
+
+        // get journals for entire period:
+
+        $this->collector->setRange($queryParameters['start'], $queryParameters['end'])
+            ->withAccountInformation()
+            ->setXorAccounts($accounts)
+            ->setTypes([TransactionTypeEnum::WITHDRAWAL->value, TransactionTypeEnum::DEPOSIT->value, TransactionTypeEnum::RECONCILIATION->value, TransactionTypeEnum::TRANSFER->value])
+        ;
+        $journals        = $this->collector->getExtractedJournals();
+
+        $object          = new AccountBalanceGrouped();
+        $object->setPreferredRange($queryParameters['period']);
+        $object->setPrimary($primary);
+        $object->setAccounts($accounts);
+        $object->setJournals($journals);
+        $object->setStart($queryParameters['start']);
+        $object->setEnd($queryParameters['end']);
+        $object->groupByCurrencyAndPeriod();
+        $data            = $object->convertToChartData();
+        foreach ($data as $entry) {
+            $this->chartData->add($entry);
+        }
+
+        return response()->json($this->chartData->render());
+    }
+}

app/Api/V1/Controllers/Chart/BudgetController.php

@@ -22,18 +22,19 @@
 
 declare(strict_types=1);
 
-namespace FireflyIII\Api\V2\Controllers\Chart;
+namespace FireflyIII\Api\V1\Controllers\Chart;
 
 use Carbon\Carbon;
-use FireflyIII\Api\V2\Controllers\Controller;
-use FireflyIII\Api\V2\Request\Generic\DateRequest;
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Data\DateRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Budget;
 use FireflyIII\Models\BudgetLimit;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
-use FireflyIII\Repositories\UserGroups\Budget\BudgetRepositoryInterface;
-use FireflyIII\Repositories\UserGroups\Budget\OperationsRepositoryInterface;
+use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Repositories\Budget\OperationsRepositoryInterface;
 use FireflyIII\Support\Http\Api\CleansChartData;
 use FireflyIII\Support\Http\Api\ExchangeRateConverter;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
@@ -49,6 +50,8 @@ class BudgetController extends Controller
     use CleansChartData;
     use ValidatesUserGroupTrait;
 
+    protected array $acceptedRoles                      = [UserRoleEnum::READ_ONLY];
+
     protected OperationsRepositoryInterface $opsRepository;
     private BudgetLimitRepositoryInterface  $blRepository;
     private array                           $currencies = [];
@@ -63,13 +66,10 @@ class BudgetController extends Controller
                 $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);
-                }
+                $this->repository->setUserGroup($userGroup);
+                $this->opsRepository->setUserGroup($userGroup);
+                $this->blRepository->setUserGroup($userGroup);
 
                 return $next($request);
             }
@@ -78,6 +78,8 @@ class BudgetController extends Controller
 
     /**
      * TODO see autocomplete/accountcontroller
+     *
+     * @throws FireflyException
      */
     public function dashboard(DateRequest $request): JsonResponse
     {
@@ -108,43 +110,53 @@ class BudgetController extends Controller
     private function processBudget(Budget $budget, Carbon $start, Carbon $end): array
     {
         // get all limits:
-        $limits = $this->blRepository->getBudgetLimits($budget, $start, $end);
-        $rows   = [];
+        $limits   = $this->blRepository->getBudgetLimits($budget, $start, $end);
+        $rows     = [];
+        $spent    = $this->opsRepository->listExpenses($start, $end, null, new Collection([$budget]));
+        $expenses = $this->processExpenses($budget->id, $spent, $start, $end);
+
+        /**
+         * @var int   $currencyId
+         * @var array $row
+         */
+        foreach ($expenses as $currencyId => $row) {
+            // budgeted, left and overspent are now 0.
+            $limit  = $this->filterLimit($currencyId, $limits);
+            if (null !== $limit) {
+                $row['budgeted']  = $limit->amount;
+                $row['left']      = bcsub($row['budgeted'], bcmul($row['spent'], '-1'));
+                $row['overspent'] = bcmul($row['left'], '-1');
+                $row['left']      = 1 === bccomp($row['left'], '0') ? $row['left'] : '0';
+                $row['overspent'] = 1 === bccomp($row['overspent'], '0') ? $row['overspent'] : '0';
+            }
+            $rows[] = $row;
+        }
+
 
         // 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);
-        }
+        //        if (0 === $limits->count()) {
+        //             return as a single item in an array
+        //            $rows = $this->noBudgetLimits($budget, $start, $end);
+        //        }
+
         // is always an array
-        $return = [];
+        $return   = [];
         foreach ($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'        => $row['currency_decimal_places'],
-                'native_currency_id'             => (string)$row['native_currency_id'],
-                'native_currency_code'           => $row['native_currency_code'],
-                'native_currency_name'           => $row['native_currency_name'],
-                'native_currency_decimal_places' => $row['native_currency_decimal_places'],
-                'period'                         => null,
-                'start'                          => $row['start'],
-                'end'                            => $row['end'],
-                'entries'                        => [
+                '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'],
+                'period'                  => null,
+                'start'                   => $row['start'],
+                'end'                     => $row['end'],
+                'entries'                 => [
+                    'budgeted'  => $row['budgeted'],
                     '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;
         }
@@ -169,15 +181,11 @@ class BudgetController extends Controller
      * Shared between the "noBudgetLimits" function and "processLimit". Will take a single set of expenses and return
      * its info.
      *
-     * @param array<int, array<int, string>> $array
-     *
      * @throws FireflyException
      */
-    private function processExpenses(int $budgetId, array $array, Carbon $start, Carbon $end): array
+    private function processExpenses(int $budgetId, array $spent, Carbon $start, Carbon $end): array
     {
-        Log::debug(sprintf('Created new ExchangeRateConverter in %s', __METHOD__));
-        $converter = new ExchangeRateConverter();
-        $return    = [];
+        $return = [];
 
         /**
          * This array contains the expenses in this budget. Grouped per currency.
@@ -186,45 +194,29 @@ class BudgetController extends Controller
          * @var int   $currencyId
          * @var array $block
          */
-        foreach ($array as $currencyId => $block) {
+        foreach ($spent as $currencyId => $block) {
             $this->currencies[$currencyId] ??= TransactionCurrency::find($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_currency_id'             => (string)$this->currency->id,
-                'native_currency_code'           => $this->currency->code,
-                'native_currency_name'           => $this->currency->name,
-                'native_currency_symbol'         => $this->currency->symbol,
-                'native_currency_decimal_places' => $this->currency->decimal_places,
-                'start'                          => $start->toAtomString(),
-                'end'                            => $end->toAtomString(),
-                'spent'                          => '0',
-                'native_spent'                   => '0',
-                'left'                           => '0',
-                'native_left'                    => '0',
-                'overspent'                      => '0',
-                'native_overspent'               => '0',
+                'currency_id'             => (string)$currencyId,
+                'currency_code'           => $block['currency_code'],
+                'currency_name'           => $block['currency_name'],
+                'currency_symbol'         => $block['currency_symbol'],
+                'currency_decimal_places' => (int)$block['currency_decimal_places'],
+                'start'                   => $start->toAtomString(),
+                'end'                     => $end->toAtomString(),
+                'budgeted'                => '0',
+                'spent'                   => '0',
+                'left'                    => '0',
+                '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);
+                $return[$currencyId]['spent'] = bcadd($return[$currencyId]['spent'], (string)$journal['amount']);
             }
         }
-        $converter->summarize();
 
         return $return;
     }
@@ -241,7 +233,7 @@ class BudgetController extends Controller
      */
     private function budgetLimits(Budget $budget, Collection $limits): array
     {
-        app('log')->debug(sprintf('Now in budgetLimits(#%d)', $budget->id));
+        Log::debug(sprintf('Now in budgetLimits(#%d)', $budget->id));
         $data = [];
 
         /** @var BudgetLimit $limit */
@@ -258,39 +250,63 @@ class BudgetController extends Controller
     private function processLimit(Budget $budget, BudgetLimit $limit): array
     {
         Log::debug(sprintf('Created new ExchangeRateConverter in %s', __METHOD__));
-        $end                  = clone $limit->end_date;
+        $end             = clone $limit->end_date;
         $end->endOfDay();
-        $spent                = $this->opsRepository->listExpenses($limit->start_date, $end, null, new Collection([$budget]));
-        $limitCurrencyId      = $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);
+        $spent           = $this->opsRepository->listExpenses($limit->start_date, $end, null, new Collection([$budget]));
+        $limitCurrencyId = $limit->transaction_currency_id;
 
         /** @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               = $this->processExpenses($budget->id, $filtered, $limit->start_date, $end);
+        // only spent the entry where the entry's currency matches the budget limit's currency
+        // so $filtered will only have 1 or 0 entries
+        $filtered        = array_filter($spent, fn ($entry) => $entry['currency_id'] === $limitCurrencyId);
+        $result          = $this->processExpenses($budget->id, $filtered, $limit->start_date, $end);
         if (1 === count($result)) {
-            $compare = bccomp($limit->amount, app('steam')->positive($result[$limitCurrencyId]['spent']));
+            $compare                              = bccomp($limit->amount, (string)app('steam')->positive($result[$limitCurrencyId]['spent']));
+            $result[$limitCurrencyId]['budgeted'] = $limit->amount;
             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']);
+                // convert this amount into the primary currency:
+                $result[$limitCurrencyId]['left'] = bcadd($limit->amount, (string)$result[$limitCurrencyId]['spent']);
             }
             if ($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']));
+                $result[$limitCurrencyId]['overspent'] = app('steam')->positive(bcadd($limit->amount, (string)$result[$limitCurrencyId]['spent']));
             }
         }
-        $converter->summarize();
 
         return $result;
     }
+
+    private function filterLimit(int $currencyId, Collection $limits): ?BudgetLimit
+    {
+        $amount    = '0';
+        $limit     = null;
+        $converter = new ExchangeRateConverter();
+
+        /** @var BudgetLimit $current */
+        foreach ($limits as $current) {
+            if (true === $this->convertToPrimary) {
+                if ($current->transaction_currency_id === $this->primaryCurrency->id) {
+                    // simply add it.
+                    $amount = bcadd($amount, (string)$current->amount);
+                    Log::debug(sprintf('Set amount in limit to %s', $amount));
+                }
+                if ($current->transaction_currency_id !== $this->primaryCurrency->id) {
+                    // convert and then add it.
+                    $converted = $converter->convert($current->transactionCurrency, $this->primaryCurrency, $current->start_date, $current->amount);
+                    $amount    = bcadd($amount, $converted);
+                    Log::debug(sprintf('Budgeted in limit #%d: %s %s, converted to %s %s', $current->id, $current->transactionCurrency->code, $current->amount, $this->primaryCurrency->code, $converted));
+                    Log::debug(sprintf('Set amount in limit to %s', $amount));
+                }
+            }
+            if ($current->transaction_currency_id === $currencyId) {
+                $limit = $current;
+            }
+        }
+        if (null !== $limit && true === $this->convertToPrimary) {
+            // convert and add all amounts.
+            $limit->amount = app('steam')->positive($amount);
+            Log::debug(sprintf('Final amount in limit with converted amount %s', $limit->amount));
+        }
+
+        return $limit;
+    }
 }

app/Api/V1/Controllers/Chart/CategoryController.php

@@ -0,0 +1,152 @@
+<?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\V1\Controllers\Chart;
+
+use Carbon\Carbon;
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Data\DateRequest;
+use FireflyIII\Enums\AccountTypeEnum;
+use FireflyIII\Enums\TransactionTypeEnum;
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Repositories\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;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * Class BudgetController
+ */
+class CategoryController extends Controller
+{
+    use CleansChartData;
+    use ValidatesUserGroupTrait;
+
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
+
+    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);
+                $this->accountRepos->setUserGroup($userGroup);
+                $this->currencyRepos->setUserGroup($userGroup);
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * TODO may be worth to move to a handler but the data is simple enough.
+     * TODO see autoComplete/account controller
+     *
+     * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
+     */
+    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([AccountTypeEnum::DEBT->value, AccountTypeEnum::LOAN->value, AccountTypeEnum::MORTGAGE->value, AccountTypeEnum::ASSET->value]);
+        $currencies = [];
+        $return     = [];
+        $converter  = new ExchangeRateConverter();
+
+        // get journals for entire period:
+        /** @var GroupCollectorInterface $collector */
+        $collector  = app(GroupCollectorInterface::class);
+        $collector->setRange($start, $end)->withAccountInformation();
+        $collector->setXorAccounts($accounts)->withCategoryInformation();
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value, TransactionTypeEnum::RECONCILIATION->value]);
+        $journals   = $collector->getExtractedJournals();
+
+        /** @var array $journal */
+        foreach ($journals as $journal) {
+            // find journal:
+            $journalCurrencyId              = (int)$journal['currency_id'];
+            $currency                       = $currencies[$journalCurrencyId] ?? $this->currencyRepos->find($journalCurrencyId);
+            $currencies[$journalCurrencyId] = $currency;
+            $currencyId                     = (int)$currency->id;
+            $currencyName                   = (string)$currency->name;
+            $currencyCode                   = (string)$currency->code;
+            $currencySymbol                 = (string)$currency->symbol;
+            $currencyDecimalPlaces          = (int)$currency->decimal_places;
+            $amount                         = app('steam')->positive($journal['amount']);
+
+            // overrule if necessary:
+            if ($this->convertToPrimary && $journalCurrencyId !== $this->primaryCurrency->id) {
+                $currencyId            = (int)$this->primaryCurrency->id;
+                $currencyName          = (string)$this->primaryCurrency->name;
+                $currencyCode          = (string)$this->primaryCurrency->code;
+                $currencySymbol        = (string)$this->primaryCurrency->symbol;
+                $currencyDecimalPlaces = (int)$this->primaryCurrency->decimal_places;
+                $convertedAmount       = $converter->convert($currency, $this->primaryCurrency, $journal['date'], $amount);
+                Log::debug(sprintf('Converted %s %s to %s %s', $journal['currency_code'], $amount, $this->primaryCurrency->code, $convertedAmount));
+                $amount                = $convertedAmount;
+            }
+
+
+            $categoryName                   = $journal['category_name'] ?? (string)trans('firefly.no_category');
+            $key                            = sprintf('%s-%s', $categoryName, $currencyCode);
+            // create arrays
+            $return[$key] ??= [
+                'label'                   => $categoryName,
+                'currency_id'             => (string)$currencyId,
+                'currency_code'           => $currencyCode,
+                'currency_name'           => $currencyName,
+                'currency_symbol'         => $currencySymbol,
+                'currency_decimal_places' => $currencyDecimalPlaces,
+                'period'                  => null,
+                'start'                   => $start->toAtomString(),
+                'end'                     => $end->toAtomString(),
+                'amount'                  => '0',
+            ];
+
+            // add monies
+            $return[$key]['amount']         = bcadd($return[$key]['amount'], (string)$amount);
+        }
+        $return     = array_values($return);
+
+        // order by amount
+        usort($return, static fn (array $a, array $b) => (float)$a['amount'] < (float)$b['amount'] ? 1 : -1);
+
+        return response()->json($this->clean($return));
+    }
+}

app/Api/V1/Controllers/Controller.php

@@ -25,15 +25,26 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Controllers;
 
 use Carbon\Carbon;
-use Carbon\Exceptions\InvalidDateException;
 use Carbon\Exceptions\InvalidFormatException;
+use FireflyIII\Exceptions\BadHttpHeaderException;
 use FireflyIII\Models\Preference;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Facades\Steam;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use FireflyIII\Transformers\AbstractTransformer;
 use FireflyIII\User;
+use Illuminate\Database\Eloquent\Model;
 use Illuminate\Foundation\Auth\Access\AuthorizesRequests;
 use Illuminate\Foundation\Bus\DispatchesJobs;
 use Illuminate\Foundation\Validation\ValidatesRequests;
+use Illuminate\Pagination\LengthAwarePaginator;
 use Illuminate\Routing\Controller as BaseController;
+use Illuminate\Support\Facades\Log;
 use League\Fractal\Manager;
+use League\Fractal\Pagination\IlluminatePaginatorAdapter;
+use League\Fractal\Resource\Collection as FractalCollection;
+use League\Fractal\Resource\Item;
 use League\Fractal\Serializer\JsonApiSerializer;
 use Symfony\Component\HttpFoundation\Exception\BadRequestException;
 use Symfony\Component\HttpFoundation\ParameterBag;
@@ -41,20 +52,25 @@ use Symfony\Component\HttpFoundation\ParameterBag;
 /**
  * Class Controller.
  *
- * @SuppressWarnings(PHPMD.CouplingBetweenObjects)
- * @SuppressWarnings(PHPMD.NumberOfChildren)
+ * @SuppressWarnings("PHPMD.CouplingBetweenObjects")
+ * @SuppressWarnings("PHPMD.NumberOfChildren")
  */
 abstract class Controller extends BaseController
 {
     use AuthorizesRequests;
     use DispatchesJobs;
     use ValidatesRequests;
+    use ValidatesUserGroupTrait;
 
-    protected const string CONTENT_TYPE = 'application/vnd.api+json';
+    protected const string CONTENT_TYPE             = 'application/vnd.api+json';
+    protected const string JSON_CONTENT_TYPE        = 'application/json';
+    protected array               $accepts          = ['application/json', 'application/vnd.api+json'];
 
     /** @var array<int, string> */
-    protected array        $allowedSort;
-    protected ParameterBag $parameters;
+    protected array               $allowedSort;
+    protected bool                $convertToPrimary = false;
+    protected TransactionCurrency $primaryCurrency;
+    protected ParameterBag        $parameters;
 
     /**
      * Controller constructor.
@@ -67,10 +83,19 @@ abstract class Controller extends BaseController
             function ($request, $next) {
                 $this->parameters = $this->getParameters();
                 if (auth()->check()) {
-                    $language = app('steam')->getLanguage();
+                    $language               = Steam::getLanguage();
+                    $this->convertToPrimary = Amount::convertToPrimary();
+                    $this->primaryCurrency  = Amount::getPrimaryCurrency();
                     app()->setLocale($language);
                 }
 
+
+                // filter down what this endpoint accepts.
+                if (!$request->accepts($this->accepts)) {
+                    throw new BadHttpHeaderException(sprintf('Sorry, Accept header "%s" is not something this endpoint can provide.', $request->header('Accept')));
+                }
+
+
                 return $next($request);
             }
         );
@@ -82,7 +107,7 @@ abstract class Controller extends BaseController
     private function getParameters(): ParameterBag
     {
         $bag      = new ParameterBag();
-        $page     = (int)request()->get('page');
+        $page     = (int) request()->get('page');
         if ($page < 1) {
             $page = 1;
         }
@@ -99,21 +124,20 @@ abstract class Controller extends BaseController
             try {
                 $date = request()->query->get($field);
             } catch (BadRequestException $e) {
-                app('log')->error(sprintf('Request field "%s" contains a non-scalar value. Value set to NULL.', $field));
-                app('log')->error($e->getMessage());
-                app('log')->error($e->getTraceAsString());
-                $value = null;
+                Log::error(sprintf('Request field "%s" contains a non-scalar value. Value set to NULL.', $field));
+                Log::error($e->getMessage());
+                Log::error($e->getTraceAsString());
             }
             $obj  = null;
             if (null !== $date) {
                 try {
-                    $obj = Carbon::parse((string)$date);
-                } catch (InvalidDateException|InvalidFormatException $e) {
+                    $obj = Carbon::parse((string) $date);
+                } catch (InvalidFormatException $e) {
                     // don't care
-                    app('log')->warning(
+                    Log::warning(
                         sprintf(
                             'Ignored invalid date "%s" in API controller parameter check: %s',
-                            substr((string)$date, 0, 20),
+                            substr((string) $date, 0, 20),
                             $e->getMessage()
                         )
                     );
@@ -128,13 +152,21 @@ abstract class Controller extends BaseController
             try {
                 $value = request()->query->get($integer);
             } catch (BadRequestException $e) {
-                app('log')->error(sprintf('Request field "%s" contains a non-scalar value. Value set to NULL.', $integer));
-                app('log')->error($e->getMessage());
-                app('log')->error($e->getTraceAsString());
+                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) {
-                $bag->set($integer, (int)$value);
+                $value = (int) $value;
+                if ($value < 1) {
+                    $value = 1;
+                }
+                if ($value > 2 ** 16) {
+                    $value = 2 ** 16;
+                }
+
+                $bag->set($integer, $value);
             }
             if (null === $value
                 && 'limit' === $integer // @phpstan-ignore-line
@@ -144,7 +176,7 @@ abstract class Controller extends BaseController
                 $user     = auth()->user();
 
                 /** @var Preference $pageSize */
-                $pageSize = (int)app('preferences')->getForUser($user, 'listPageSize', 50)->data;
+                $pageSize = (int) app('preferences')->getForUser($user, 'listPageSize', 50)->data;
                 $bag->set($integer, $pageSize);
             }
         }
@@ -158,11 +190,11 @@ abstract class Controller extends BaseController
         $sortParameters = [];
 
         try {
-            $param = (string)request()->query->get('sort');
+            $param = (string) request()->query->get('sort');
         } catch (BadRequestException $e) {
-            app('log')->error('Request field "sort" contains a non-scalar value. Value set to NULL.');
-            app('log')->error($e->getMessage());
-            app('log')->error($e->getTraceAsString());
+            Log::error('Request field "sort" contains a non-scalar value. Value set to NULL.');
+            Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
             $param = '';
         }
         if ('' === $param) {
@@ -216,4 +248,45 @@ abstract class Controller extends BaseController
 
         return $manager;
     }
+
+    final protected function jsonApiList(string $key, LengthAwarePaginator $paginator, AbstractTransformer $transformer): array
+    {
+        $manager  = new Manager();
+        $baseUrl  = sprintf('%s/api/v1/', request()->getSchemeAndHttpHost());
+
+        // TODO add stuff to path?
+
+        $manager->setSerializer(new JsonApiSerializer($baseUrl));
+
+        $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.
+        // $objects  = $transformer->collectMetaData($objects);
+        $paginator->setCollection($objects);
+
+        $resource = new FractalCollection($objects, $transformer, $key);
+        $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
+
+        return $manager->createData($resource)->toArray();
+    }
+
+    /**
+     * Returns a JSON API object and returns it.
+     *
+     * @param array<int, mixed>|Model $object
+     */
+    final protected function jsonApiObject(string $key, array|Model $object, AbstractTransformer $transformer): array
+    {
+        // create some objects:
+        $manager  = new Manager();
+        $baseUrl  = sprintf('%s/api/v1', request()->getSchemeAndHttpHost());
+        $manager->setSerializer(new JsonApiSerializer($baseUrl));
+
+        // $transformer->collectMetaData(new Collection([$object]));
+
+        $resource = new Item($object, $transformer, $key);
+
+        return $manager->createData($resource)->toArray();
+    }
 }

app/Api/V1/Controllers/Data/Bulk/TransactionController.php

@@ -70,8 +70,8 @@ class TransactionController extends Controller
         // to respond to what is in the $query.
         // this is OK because only one thing can be in the query at the moment.
         if ($this->isUpdateTransactionAccount($params)) {
-            $original    = $this->repository->find((int)$params['where']['account_id']);
-            $destination = $this->repository->find((int)$params['update']['account_id']);
+            $original    = $this->repository->find((int) $params['where']['account_id']);
+            $destination = $this->repository->find((int) $params['update']['account_id']);
 
             /** @var AccountDestroyService $service */
             $service     = app(AccountDestroyService::class);

app/Api/V1/Controllers/Data/DestroyController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * DestroyController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,11 +26,11 @@ namespace FireflyIII\Api\V1\Controllers\Data;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Data\DestroyRequest;
+use FireflyIII\Enums\AccountTypeEnum;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
 use FireflyIII\Models\TransactionJournal;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
 use FireflyIII\Repositories\Budget\AvailableBudgetRepositoryInterface;
@@ -63,12 +64,12 @@ class DestroyController extends Controller
     public function destroy(DestroyRequest $request): JsonResponse
     {
         $objects         = $request->getObjects();
-        $this->unused    = $request->boolean('unused', false);
+        $this->unused    = $request->boolean('unused');
 
-        $allExceptAssets = [AccountType::BENEFICIARY, AccountType::CASH, AccountType::CREDITCARD, AccountType::DEFAULT, AccountType::EXPENSE, AccountType::IMPORT, AccountType::INITIAL_BALANCE, AccountType::LIABILITY_CREDIT, AccountType::RECONCILIATION, AccountType::REVENUE];
-        $all             = [AccountType::ASSET, AccountType::BENEFICIARY, AccountType::CASH, AccountType::CREDITCARD, AccountType::DEBT, AccountType::DEFAULT, AccountType::EXPENSE, AccountType::IMPORT, AccountType::INITIAL_BALANCE, AccountType::LIABILITY_CREDIT, AccountType::LOAN, AccountType::MORTGAGE, AccountType::RECONCILIATION];
-        $liabilities     = [AccountType::DEBT, AccountType::LOAN, AccountType::MORTGAGE, AccountType::CREDITCARD];
-        $transactions    = [TransactionType::WITHDRAWAL, TransactionType::DEPOSIT, TransactionType::TRANSFER, TransactionType::RECONCILIATION];
+        $allExceptAssets = [AccountTypeEnum::BENEFICIARY->value, AccountTypeEnum::CASH->value, AccountTypeEnum::CREDITCARD->value, AccountTypeEnum::DEFAULT->value, AccountTypeEnum::EXPENSE->value, AccountTypeEnum::IMPORT->value, AccountTypeEnum::INITIAL_BALANCE->value, AccountTypeEnum::LIABILITY_CREDIT->value, AccountTypeEnum::RECONCILIATION->value, AccountTypeEnum::REVENUE->value];
+        $all             = [AccountTypeEnum::ASSET->value, AccountTypeEnum::BENEFICIARY->value, AccountTypeEnum::CASH->value, AccountTypeEnum::CREDITCARD->value, AccountTypeEnum::DEBT->value, AccountTypeEnum::DEFAULT->value, AccountTypeEnum::EXPENSE->value, AccountTypeEnum::IMPORT->value, AccountTypeEnum::INITIAL_BALANCE->value, AccountTypeEnum::LIABILITY_CREDIT->value, AccountTypeEnum::LOAN->value, AccountTypeEnum::MORTGAGE->value, AccountTypeEnum::RECONCILIATION->value];
+        $liabilities     = [AccountTypeEnum::DEBT->value, AccountTypeEnum::LOAN->value, AccountTypeEnum::MORTGAGE->value, AccountTypeEnum::CREDITCARD->value];
+        $transactions    = [TransactionTypeEnum::WITHDRAWAL->value, TransactionTypeEnum::DEPOSIT->value, TransactionTypeEnum::TRANSFER->value, TransactionTypeEnum::RECONCILIATION->value];
 
         match ($objects) {
             'budgets'                => $this->destroyBudgets(),
@@ -81,14 +82,14 @@ class DestroyController extends Controller
             'object_groups'          => $this->destroyObjectGroups(),
             'not_assets_liabilities' => $this->destroyAccounts($allExceptAssets),
             'accounts'               => $this->destroyAccounts($all),
-            'asset_accounts'         => $this->destroyAccounts([AccountType::ASSET, AccountType::DEFAULT]),
-            'expense_accounts'       => $this->destroyAccounts([AccountType::BENEFICIARY, AccountType::EXPENSE]),
-            'revenue_accounts'       => $this->destroyAccounts([AccountType::REVENUE]),
+            'asset_accounts'         => $this->destroyAccounts([AccountTypeEnum::ASSET->value, AccountTypeEnum::DEFAULT->value]),
+            'expense_accounts'       => $this->destroyAccounts([AccountTypeEnum::BENEFICIARY->value, AccountTypeEnum::EXPENSE->value]),
+            'revenue_accounts'       => $this->destroyAccounts([AccountTypeEnum::REVENUE->value]),
             'liabilities'            => $this->destroyAccounts($liabilities),
             'transactions'           => $this->destroyTransactions($transactions),
-            'withdrawals'            => $this->destroyTransactions([TransactionType::WITHDRAWAL]),
-            'deposits'               => $this->destroyTransactions([TransactionType::DEPOSIT]),
-            'transfers'              => $this->destroyTransactions([TransactionType::TRANSFER]),
+            'withdrawals'            => $this->destroyTransactions([TransactionTypeEnum::WITHDRAWAL->value]),
+            'deposits'               => $this->destroyTransactions([TransactionTypeEnum::DEPOSIT->value]),
+            'transfers'              => $this->destroyTransactions([TransactionTypeEnum::TRANSFER->value]),
             default                  => throw new FireflyException(sprintf('200033: This endpoint can\'t handle object "%s"', $objects)),
         };
 
@@ -175,14 +176,14 @@ class DestroyController extends Controller
         foreach ($collection as $account) {
             $count = $account->transactions()->count();
             if (true === $this->unused && 0 === $count) {
-                app('log')->info(sprintf('Deleted unused account #%d "%s"', $account->id, $account->name));
+                Log::info(sprintf('Deleted unused account #%d "%s"', $account->id, $account->name));
                 Log::channel('audit')->info(sprintf('Deleted unused account #%d "%s"', $account->id, $account->name));
                 $service->destroy($account, null);
 
                 continue;
             }
             if (false === $this->unused) {
-                app('log')->info(sprintf('Deleting account #%d "%s"', $account->id, $account->name));
+                Log::info(sprintf('Deleting account #%d "%s"', $account->id, $account->name));
                 Log::channel('audit')->warning(sprintf('Deleted account #%d "%s"', $account->id, $account->name));
                 $service->destroy($account, null);
             }

app/Api/V1/Controllers/Data/Export/ExportController.php

@@ -29,6 +29,9 @@ use FireflyIII\Api\V1\Requests\Data\Export\ExportRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Support\Export\ExportDataGenerator;
 use Illuminate\Http\Response as LaravelResponse;
+use Safe\Exceptions\DatetimeException;
+
+use function Safe\date;
 
 /**
  * Class ExportController
@@ -59,7 +62,7 @@ class ExportController extends Controller
      *
      * @throws FireflyException
      *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function accounts(ExportRequest $request): LaravelResponse
     {
@@ -70,6 +73,7 @@ class ExportController extends Controller
 
     /**
      * @throws FireflyException
+     * @throws DatetimeException
      */
     private function returnExport(string $key): LaravelResponse
     {
@@ -88,7 +92,7 @@ class ExportController extends Controller
             ->header('Expires', '0')
             ->header('Cache-Control', 'must-revalidate, post-check=0, pre-check=0')
             ->header('Pragma', 'public')
-            ->header('Content-Length', (string)strlen($data[$key]))
+            ->header('Content-Length', (string) strlen((string) $data[$key]))
         ;
 
         return $response;
@@ -100,7 +104,7 @@ class ExportController extends Controller
      *
      * @throws FireflyException
      *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function bills(ExportRequest $request): LaravelResponse
     {
@@ -115,7 +119,7 @@ class ExportController extends Controller
      *
      * @throws FireflyException
      *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function budgets(ExportRequest $request): LaravelResponse
     {
@@ -130,7 +134,7 @@ class ExportController extends Controller
      *
      * @throws FireflyException
      *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function categories(ExportRequest $request): LaravelResponse
     {
@@ -145,7 +149,7 @@ class ExportController extends Controller
      *
      * @throws FireflyException
      *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function piggyBanks(ExportRequest $request): LaravelResponse
     {
@@ -160,7 +164,7 @@ class ExportController extends Controller
      *
      * @throws FireflyException
      *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function recurring(ExportRequest $request): LaravelResponse
     {
@@ -175,7 +179,7 @@ class ExportController extends Controller
      *
      * @throws FireflyException
      *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function rules(ExportRequest $request): LaravelResponse
     {
@@ -190,7 +194,7 @@ class ExportController extends Controller
      *
      * @throws FireflyException
      *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function tags(ExportRequest $request): LaravelResponse
     {

app/Api/V1/Controllers/Data/PurgeController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * PurgeController.php
  * Copyright (c) 2022 james@firefly-iii.org
@@ -28,13 +29,13 @@ use FireflyIII\Models\Account;
 use FireflyIII\Models\Bill;
 use FireflyIII\Models\Budget;
 use FireflyIII\Models\Category;
-use FireflyIII\Models\PiggyBank;
 use FireflyIII\Models\Recurrence;
 use FireflyIII\Models\Rule;
 use FireflyIII\Models\RuleGroup;
 use FireflyIII\Models\Tag;
 use FireflyIII\Models\TransactionGroup;
 use FireflyIII\Models\TransactionJournal;
+use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
@@ -51,7 +52,7 @@ class PurgeController extends Controller
     public function purge(): JsonResponse
     {
         /** @var User $user */
-        $user = auth()->user();
+        $user       = auth()->user();
 
         // some manual code, too lazy to call all repositories.
 
@@ -62,14 +63,17 @@ class PurgeController extends Controller
         Bill::whereUserId($user->id)->onlyTrashed()->forceDelete();
 
         // piggies
-        $set  = PiggyBank::leftJoin('accounts', 'accounts.id', 'piggy_banks.account_id')
-            ->where('accounts.user_id', $user->id)->onlyTrashed()->get(['piggy_banks.*'])
-        ;
-
-        /** @var PiggyBank $piggy */
-        foreach ($set as $piggy) {
-            $piggy->forceDelete();
-        }
+        $repository = app(PiggyBankRepositoryInterface::class);
+        $repository->setUser($user);
+        $repository->purgeAll();
+        //        $set  = PiggyBank::leftJoin('accounts', 'accounts.id', 'piggy_banks.account_id')
+        //            ->where('accounts.user_id', $user->id)->onlyTrashed()->get(['piggy_banks.*'])
+        //        ;
+        //
+        //        /** @var PiggyBank $piggy */
+        //        foreach ($set as $piggy) {
+        //            $piggy->forceDelete();
+        //        }
 
         // rule group
         RuleGroup::whereUserId($user->id)->onlyTrashed()->forceDelete();

app/Api/V1/Controllers/Insight/Expense/AccountController.php

@@ -79,11 +79,11 @@ class AccountController extends Controller
         /** @var array $expense */
         foreach ($expenses as $expense) {
             $result[] = [
-                'id'               => (string)$expense['id'],
+                'id'               => (string) $expense['id'],
                 'name'             => $expense['name'],
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // intentional float
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // intentional float
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }
@@ -107,11 +107,11 @@ class AccountController extends Controller
         /** @var array $expense */
         foreach ($expenses as $expense) {
             $result[] = [
-                'id'               => (string)$expense['id'],
+                'id'               => (string) $expense['id'],
                 'name'             => $expense['name'],
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // intentional float
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // intentional float
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

app/Api/V1/Controllers/Insight/Expense/BillController.php

@@ -26,10 +26,12 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Expense;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class BillController
@@ -63,11 +65,13 @@ class BillController extends Controller
      */
     public function bill(GenericRequest $request): JsonResponse
     {
-        $accounts   = $request->getAssetAccounts();
-        $bills      = $request->getBills();
-        $start      = $request->getStart();
-        $end        = $request->getEnd();
-        $response   = [];
+        $accounts         = $request->getAssetAccounts();
+        $bills            = $request->getBills();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
+        $response         = [];
 
         // get all bills:
         if (0 === $bills->count()) {
@@ -75,39 +79,42 @@ class BillController extends Controller
         }
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
         $collector->setBills($bills);
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
         foreach ($genericSet as $journal) {
-            $billId            = (int)$journal['bill_id'];
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
-            $key               = sprintf('%d-%d', $billId, $currencyId);
-            $foreignKey        = sprintf('%d-%d', $billId, $foreignCurrencyId);
+            $billId       = (int) $journal['bill_id'];
+            $currencyId   = (int) $journal['currency_id'];
+            $currencyCode = $journal['currency_code'];
+            $field        = 'amount';
+
+            // use the primary amount if the user wants to convert to primary currency
+            if ($convertToPrimary && $currencyId !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
+                $field        = 'pc_amount';
+            }
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
+            }
+            Log::debug(sprintf('Journal #%d in bill #%d will use %s (%s %s)', $journal['transaction_group_id'], $billId, $field, $currencyCode, $journal[$field] ?? '0'));
+
+            $key          = sprintf('%d-%d', $billId, $currencyId);
 
             if (0 !== $currencyId) {
                 $response[$key] ??= [
-                    'id'               => (string)$billId,
+                    'id'               => (string) $billId,
                     'name'             => $journal['bill_name'],
                     'difference'       => '0',
                     'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
+                    'currency_id'      => (string) $currencyId,
+                    'currency_code'    => $currencyCode,
                 ];
-                $response[$key]['difference']       = bcadd($response[$key]['difference'], $journal['amount']);
-                $response[$key]['difference_float'] = (float)$response[$key]['difference']; // intentional float
-            }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignKey] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignKey]['difference']       = bcadd($response[$foreignKey]['difference'], $journal['foreign_amount']);
-                $response[$foreignKey]['difference_float'] = (float)$response[$foreignKey]['difference']; // intentional float
+                $response[$key]['difference']       = bcadd($response[$key]['difference'], (string) ($journal[$field] ?? '0'));
+                $response[$key]['difference_float'] = (float) $response[$key]['difference']; // intentional float
             }
         }
 
@@ -122,41 +129,46 @@ class BillController extends Controller
      */
     public function noBill(GenericRequest $request): JsonResponse
     {
-        $accounts   = $request->getAssetAccounts();
-        $start      = $request->getStart();
-        $end        = $request->getEnd();
-        $response   = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
+        $response         = [];
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
         $collector->withoutBill();
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
 
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            $currencyId   = (int) $journal['currency_id'];
+            $currencyCode = $journal['currency_code'];
+            $field        = 'amount';
+
+            // use the primary amount if the user wants to convert to primary currency
+            if ($convertToPrimary && $currencyId !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
+                $field        = 'pc_amount';
+            }
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
+            }
+            Log::debug(sprintf('Journal #%d will use %s (%s %s)', $journal['transaction_group_id'], $field, $currencyCode, $journal[$field] ?? '0'));
 
             if (0 !== $currencyId) {
                 $response[$currencyId] ??= [
                     'difference'       => '0',
                     'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
+                    'currency_id'      => (string) $currencyId,
+                    'currency_code'    => $currencyCode,
                 ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $journal['amount']);
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference']; // intentional float
-            }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd($response[$foreignCurrencyId]['difference'], $journal['foreign_amount']);
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference']; // intentional float
+                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], (string) ($journal[$field] ?? '0'));
+                $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference']; // intentional float
             }
         }
 

app/Api/V1/Controllers/Insight/Expense/BudgetController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * BudgetController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -84,11 +85,11 @@ class BudgetController extends Controller
             /** @var array $expense */
             foreach ($expenses as $expense) {
                 $result[] = [
-                    'id'               => (string)$budget->id,
+                    'id'               => (string) $budget->id,
                     'name'             => $budget->name,
                     'difference'       => $expense['sum'],
-                    'difference_float' => (float)$expense['sum'], // intentional float
-                    'currency_id'      => (string)$expense['currency_id'],
+                    'difference_float' => (float) $expense['sum'], // intentional float
+                    'currency_id'      => (string) $expense['currency_id'],
                     'currency_code'    => $expense['currency_code'],
                 ];
             }
@@ -113,8 +114,8 @@ class BudgetController extends Controller
         foreach ($expenses as $expense) {
             $result[] = [
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // intentional float
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // intentional float
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

app/Api/V1/Controllers/Insight/Expense/CategoryController.php

@@ -85,11 +85,11 @@ class CategoryController extends Controller
             /** @var array $expense */
             foreach ($expenses as $expense) {
                 $result[] = [
-                    'id'               => (string)$category->id,
+                    'id'               => (string) $category->id,
                     'name'             => $category->name,
                     'difference'       => $expense['sum'],
-                    'difference_float' => (float)$expense['sum'], // intentional float
-                    'currency_id'      => (string)$expense['currency_id'],
+                    'difference_float' => (float) $expense['sum'], // intentional float
+                    'currency_id'      => (string) $expense['currency_id'],
                     'currency_code'    => $expense['currency_code'],
                 ];
             }
@@ -114,8 +114,8 @@ class CategoryController extends Controller
         foreach ($expenses as $expense) {
             $result[] = [
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // intentional float
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // intentional float
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

app/Api/V1/Controllers/Insight/Expense/PeriodController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * PeriodController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,9 +26,11 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Expense;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class PeriodController
@@ -40,39 +43,49 @@ class PeriodController extends Controller
      */
     public function total(GenericRequest $request): JsonResponse
     {
-        $accounts   = $request->getAssetAccounts();
-        $start      = $request->getStart();
-        $end        = $request->getEnd();
-        $response   = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type)
-        $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
-        $genericSet = $collector->getExtractedJournals();
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
+        $genericSet       = $collector->getExtractedJournals();
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // same code as many other sumExpense methods. I think this needs some kind of generic method.
+            $amount                                    = '0';
+            $currencyId                                = (int) $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            if ($convertToPrimary) {
+                $amount = Amount::getAmountFromJournal($journal);
+                if ($primary->id !== (int) $journal['currency_id'] && $primary->id !== (int) $journal['foreign_currency_id']) {
+                    $currencyId   = $primary->id;
+                    $currencyCode = $primary->code;
+                }
+                if ($primary->id !== (int) $journal['currency_id'] && $primary->id === (int) $journal['foreign_currency_id']) {
+                    $currencyId   = $journal['foreign_currency_id'];
+                    $currencyCode = $journal['foreign_currency_code'];
+                }
+                Log::debug(sprintf('[a] Add amount %s %s', $currencyCode, $amount));
+            }
+            if (!$convertToPrimary) {
+                // ignore the amount in foreign currency.
+                Log::debug(sprintf('[b] Add amount %s %s', $currencyCode, $journal['amount']));
+                $amount = $journal['amount'];
+            }
 
-            if (0 !== $currencyId) {
-                $response[$currencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $journal['amount']);
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference']; // intentional float
-            }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd($response[$foreignCurrencyId]['difference'], $journal['foreign_amount']);
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference']; // intentional float
-            }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $amount);
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference']; // intentional float
         }
 
         return response()->json(array_values($response));

app/Api/V1/Controllers/Insight/Expense/TagController.php

@@ -26,10 +26,12 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Expense;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Tag\TagRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class TagController
@@ -62,42 +64,51 @@ class TagController extends Controller
      */
     public function noTag(GenericRequest $request): JsonResponse
     {
-        $accounts   = $request->getAssetAccounts();
-        $start      = $request->getStart();
-        $end        = $request->getEnd();
-        $response   = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
         $collector->withoutTags();
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
 
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // same code as many other sumExpense methods. I think this needs some kind of generic method.
+            $amount                                    = '0';
+            $currencyId                                = (int) $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            if ($convertToPrimary) {
+                $amount = Amount::getAmountFromJournal($journal);
+                if ($primary->id !== (int) $journal['currency_id'] && $primary->id !== (int) $journal['foreign_currency_id']) {
+                    $currencyId   = $primary->id;
+                    $currencyCode = $primary->code;
+                }
+                if ($primary->id !== (int) $journal['currency_id'] && $primary->id === (int) $journal['foreign_currency_id']) {
+                    $currencyId   = $journal['foreign_currency_id'];
+                    $currencyCode = $journal['foreign_currency_code'];
+                }
+                Log::debug(sprintf('[a] Add amount %s %s', $currencyCode, $amount));
+            }
+            if (!$convertToPrimary) {
+                // ignore the amount in foreign currency.
+                Log::debug(sprintf('[b] Add amount %s %s', $currencyCode, $journal['amount']));
+                $amount = $journal['amount'];
+            }
 
-            if (0 !== $currencyId) {
-                $response[$currencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $journal['amount']);
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference']; // float but on purpose.
-            }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd($response[$foreignCurrencyId]['difference'], $journal['foreign_amount']);
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference']; // float but on purpose.
-            }
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $amount);
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference']; // float but on purpose.
         }
 
         return response()->json(array_values($response));
@@ -124,14 +135,14 @@ class TagController extends Controller
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
         $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
         $collector->setTags($tags);
         $genericSet = $collector->getExtractedJournals();
 
         /** @var array $journal */
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            $currencyId        = (int) $journal['currency_id'];
+            $foreignCurrencyId = (int) $journal['foreign_currency_id'];
 
             /** @var array $tag */
             foreach ($journal['tags'] as $tag) {
@@ -142,15 +153,15 @@ class TagController extends Controller
                 // on currency ID
                 if (0 !== $currencyId) {
                     $response[$key] ??= [
-                        'id'               => (string)$tagId,
+                        'id'               => (string) $tagId,
                         'name'             => $tag['name'],
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$currencyId,
+                        'currency_id'      => (string) $currencyId,
                         'currency_code'    => $journal['currency_code'],
                     ];
-                    $response[$key]['difference']       = bcadd($response[$key]['difference'], $journal['amount']);
-                    $response[$key]['difference_float'] = (float)$response[$key]['difference']; // float but on purpose.
+                    $response[$key]['difference']       = bcadd((string) $response[$key]['difference'], (string) $journal['amount']);
+                    $response[$key]['difference_float'] = (float) $response[$key]['difference']; // float but on purpose.
                 }
 
                 // on foreign ID
@@ -158,11 +169,11 @@ class TagController extends Controller
                     $response[$foreignKey]                     = $journal[$foreignKey] ?? [
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$foreignCurrencyId,
+                        'currency_id'      => (string) $foreignCurrencyId,
                         'currency_code'    => $journal['foreign_currency_code'],
                     ];
-                    $response[$foreignKey]['difference']       = bcadd($response[$foreignKey]['difference'], $journal['foreign_amount']);
-                    $response[$foreignKey]['difference_float'] = (float)$response[$foreignKey]['difference']; // float but on purpose.
+                    $response[$foreignKey]['difference']       = bcadd((string) $response[$foreignKey]['difference'], (string) $journal['foreign_amount']);
+                    $response[$foreignKey]['difference_float'] = (float) $response[$foreignKey]['difference']; // float but on purpose.
                 }
             }
         }

app/Api/V1/Controllers/Insight/Income/AccountController.php

@@ -73,17 +73,18 @@ class AccountController extends Controller
         $start         = $request->getStart();
         $end           = $request->getEnd();
         $assetAccounts = $request->getAssetAccounts();
+
         $income        = $this->opsRepository->sumIncomeByDestination($start, $end, $assetAccounts);
         $result        = [];
 
         /** @var array $entry */
         foreach ($income as $entry) {
             $result[] = [
-                'id'               => (string)$entry['id'],
+                'id'               => (string) $entry['id'],
                 'name'             => $entry['name'],
                 'difference'       => $entry['sum'],
-                'difference_float' => (float)$entry['sum'], // float but on purpose.
-                'currency_id'      => (string)$entry['currency_id'],
+                'difference_float' => (float) $entry['sum'], // float but on purpose.
+                'currency_id'      => (string) $entry['currency_id'],
                 'currency_code'    => $entry['currency_code'],
             ];
         }
@@ -107,11 +108,11 @@ class AccountController extends Controller
         /** @var array $entry */
         foreach ($income as $entry) {
             $result[] = [
-                'id'               => (string)$entry['id'],
+                'id'               => (string) $entry['id'],
                 'name'             => $entry['name'],
                 'difference'       => $entry['sum'],
-                'difference_float' => (float)$entry['sum'], // float but on purpose.
-                'currency_id'      => (string)$entry['currency_id'],
+                'difference_float' => (float) $entry['sum'], // float but on purpose.
+                'currency_id'      => (string) $entry['currency_id'],
                 'currency_code'    => $entry['currency_code'],
             ];
         }

app/Api/V1/Controllers/Insight/Income/CategoryController.php

@@ -85,11 +85,11 @@ class CategoryController extends Controller
             /** @var array $expense */
             foreach ($expenses as $expense) {
                 $result[] = [
-                    'id'               => (string)$category->id,
+                    'id'               => (string) $category->id,
                     'name'             => $category->name,
                     'difference'       => $expense['sum'],
-                    'difference_float' => (float)$expense['sum'], // float but on purpose.
-                    'currency_id'      => (string)$expense['currency_id'],
+                    'difference_float' => (float) $expense['sum'], // float but on purpose.
+                    'currency_id'      => (string) $expense['currency_id'],
                     'currency_code'    => $expense['currency_code'],
                 ];
             }
@@ -114,8 +114,8 @@ class CategoryController extends Controller
         foreach ($expenses as $expense) {
             $result[] = [
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // float but on purpose.
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // float but on purpose.
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

app/Api/V1/Controllers/Insight/Income/PeriodController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * PeriodController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,8 +26,9 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Income;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -40,42 +42,41 @@ class PeriodController extends Controller
      */
     public function total(GenericRequest $request): JsonResponse
     {
-        $accounts   = $request->getAssetAccounts();
-        $start      = $request->getStart();
-        $end        = $request->getEnd();
-        $response   = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type)
-        $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::DEPOSIT])->setRange($start, $end)->setDestinationAccounts($accounts);
-        $genericSet = $collector->getExtractedJournals();
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::DEPOSIT->value])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $genericSet       = $collector->getExtractedJournals();
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // currency
+            $currencyId                                = $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            $field                                     = $convertToPrimary && $currencyId !== $primary->id ? 'pc_amount' : 'amount';
 
-            if (0 !== $currencyId) {
-                $response[$currencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], app('steam')->positive($journal['amount']));
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference']; // float but on purpose.
+            // perhaps use default currency instead?
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
             }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd(
-                    $response[$foreignCurrencyId]['difference'],
-                    app('steam')->positive($journal['foreign_amount'])
-                );
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference']; // float but on purpose.
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
             }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], (string) app('steam')->positive($journal[$field]));
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference']; // float but on purpose.
         }
 
         return response()->json(array_values($response));

app/Api/V1/Controllers/Insight/Income/TagController.php

@@ -26,9 +26,10 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Income;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Tag\TagRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -63,45 +64,45 @@ class TagController extends Controller
      */
     public function noTag(GenericRequest $request): JsonResponse
     {
-        $accounts   = $request->getAssetAccounts();
-        $start      = $request->getStart();
-        $end        = $request->getEnd();
-        $response   = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::DEPOSIT])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::DEPOSIT->value])->setRange($start, $end)->setDestinationAccounts($accounts);
         $collector->withoutTags();
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
 
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // currency
+            $currencyId                                = $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            $field                                     = $convertToPrimary && $currencyId !== $primary->id ? 'pc_amount' : 'amount';
 
-            if (0 !== $currencyId) {
-                $response[$currencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], app('steam')->positive($journal['amount']));
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference'];
+            // perhaps use default currency instead?
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
             }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd(
-                    $response[$foreignCurrencyId]['difference'],
-                    app('steam')->positive($journal['foreign_amount'])
-                );
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference'];
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
             }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], (string) app('steam')->positive($journal[$field]));
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference'];
+
         }
 
         return response()->json(array_values($response));
@@ -128,14 +129,14 @@ class TagController extends Controller
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
         $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::DEPOSIT])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $collector->setTypes([TransactionTypeEnum::DEPOSIT->value])->setRange($start, $end)->setDestinationAccounts($accounts);
         $collector->setTags($tags);
         $genericSet = $collector->getExtractedJournals();
 
         /** @var array $journal */
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            $currencyId        = (int) $journal['currency_id'];
+            $foreignCurrencyId = (int) $journal['foreign_currency_id'];
 
             /** @var array $tag */
             foreach ($journal['tags'] as $tag) {
@@ -146,15 +147,15 @@ class TagController extends Controller
                 // on currency ID
                 if (0 !== $currencyId) {
                     $response[$key] ??= [
-                        'id'               => (string)$tagId,
+                        'id'               => (string) $tagId,
                         'name'             => $tag['name'],
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$currencyId,
+                        'currency_id'      => (string) $currencyId,
                         'currency_code'    => $journal['currency_code'],
                     ];
-                    $response[$key]['difference']       = bcadd($response[$key]['difference'], app('steam')->positive($journal['amount']));
-                    $response[$key]['difference_float'] = (float)$response[$key]['difference'];
+                    $response[$key]['difference']       = bcadd((string) $response[$key]['difference'], (string) app('steam')->positive($journal['amount']));
+                    $response[$key]['difference_float'] = (float) $response[$key]['difference'];
                 }
 
                 // on foreign ID
@@ -162,14 +163,14 @@ class TagController extends Controller
                     $response[$foreignKey]                     = $journal[$foreignKey] ?? [
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$foreignCurrencyId,
+                        'currency_id'      => (string) $foreignCurrencyId,
                         'currency_code'    => $journal['foreign_currency_code'],
                     ];
                     $response[$foreignKey]['difference']       = bcadd(
-                        $response[$foreignKey]['difference'],
-                        app('steam')->positive($journal['foreign_amount'])
+                        (string) $response[$foreignKey]['difference'],
+                        (string) app('steam')->positive($journal['foreign_amount'])
                     );
-                    $response[$foreignKey]['difference_float'] = (float)$response[$foreignKey]['difference'];
+                    $response[$foreignKey]['difference_float'] = (float) $response[$foreignKey]['difference'];
                 }
             }
         }

app/Api/V1/Controllers/Insight/Transfer/AccountController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * AccountController.php
  * Copyright (c) 2021 james@firefly-iii.org

app/Api/V1/Controllers/Insight/Transfer/CategoryController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * CategoryController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -84,11 +85,11 @@ class CategoryController extends Controller
             /** @var array $expense */
             foreach ($expenses as $expense) {
                 $result[] = [
-                    'id'               => (string)$category->id,
+                    'id'               => (string) $category->id,
                     'name'             => $category->name,
                     'difference'       => $expense['sum'],
-                    'difference_float' => (float)$expense['sum'],
-                    'currency_id'      => (string)$expense['currency_id'],
+                    'difference_float' => (float) $expense['sum'],
+                    'currency_id'      => (string) $expense['currency_id'],
                     'currency_code'    => $expense['currency_code'],
                 ];
             }
@@ -113,8 +114,8 @@ class CategoryController extends Controller
         foreach ($expenses as $expense) {
             $result[] = [
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'],
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'],
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

app/Api/V1/Controllers/Insight/Transfer/PeriodController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * PeriodController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,8 +26,9 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Transfer;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -40,42 +42,42 @@ class PeriodController extends Controller
      */
     public function total(GenericRequest $request): JsonResponse
     {
-        $accounts   = $request->getAssetAccounts();
-        $start      = $request->getStart();
-        $end        = $request->getEnd();
-        $response   = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type)
-        $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::TRANSFER])->setRange($start, $end)->setDestinationAccounts($accounts);
-        $genericSet = $collector->getExtractedJournals();
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::TRANSFER->value])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $genericSet       = $collector->getExtractedJournals();
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // currency
+            $currencyId                                = $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            $field                                     = $convertToPrimary && $currencyId !== $primary->id ? 'pc_amount' : 'amount';
 
-            if (0 !== $currencyId) {
-                $response[$currencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], app('steam')->positive($journal['amount']));
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference'];
+            // perhaps use default currency instead?
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
             }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd(
-                    $response[$foreignCurrencyId]['difference'],
-                    app('steam')->positive($journal['foreign_amount'])
-                );
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference'];
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
             }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], (string) app('steam')->positive($journal[$field]));
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference'];
+
         }
 
         return response()->json(array_values($response));

app/Api/V1/Controllers/Insight/Transfer/TagController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * TagController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,9 +26,10 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Transfer;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Tag\TagRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -60,45 +62,46 @@ class TagController extends Controller
      */
     public function noTag(GenericRequest $request): JsonResponse
     {
-        $accounts   = $request->getAssetAccounts();
-        $start      = $request->getStart();
-        $end        = $request->getEnd();
-        $response   = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
+
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::TRANSFER])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::TRANSFER->value])->setRange($start, $end)->setDestinationAccounts($accounts);
         $collector->withoutTags();
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
 
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // currency
+            $currencyId                                = $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            $field                                     = $convertToPrimary && $currencyId !== $primary->id ? 'pc_amount' : 'amount';
 
-            if (0 !== $currencyId) {
-                $response[$currencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], app('steam')->positive($journal['amount']));
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference'];
+            // perhaps use default currency instead?
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
             }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId] ??= [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd(
-                    $response[$foreignCurrencyId]['difference'],
-                    app('steam')->positive($journal['foreign_amount'])
-                );
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference'];
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
             }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], (string) app('steam')->positive($journal[$field]));
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference'];
+
         }
 
         return response()->json(array_values($response));
@@ -125,14 +128,14 @@ class TagController extends Controller
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
         $collector  = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::TRANSFER])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $collector->setTypes([TransactionTypeEnum::TRANSFER->value])->setRange($start, $end)->setDestinationAccounts($accounts);
         $collector->setTags($tags);
         $genericSet = $collector->getExtractedJournals();
 
         /** @var array $journal */
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            $currencyId        = (int) $journal['currency_id'];
+            $foreignCurrencyId = (int) $journal['foreign_currency_id'];
 
             /** @var array $tag */
             foreach ($journal['tags'] as $tag) {
@@ -143,15 +146,15 @@ class TagController extends Controller
                 // on currency ID
                 if (0 !== $currencyId) {
                     $response[$key] ??= [
-                        'id'               => (string)$tagId,
+                        'id'               => (string) $tagId,
                         'name'             => $tag['name'],
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$currencyId,
+                        'currency_id'      => (string) $currencyId,
                         'currency_code'    => $journal['currency_code'],
                     ];
-                    $response[$key]['difference']       = bcadd($response[$key]['difference'], app('steam')->positive($journal['amount']));
-                    $response[$key]['difference_float'] = (float)$response[$key]['difference'];
+                    $response[$key]['difference']       = bcadd((string) $response[$key]['difference'], (string) app('steam')->positive($journal['amount']));
+                    $response[$key]['difference_float'] = (float) $response[$key]['difference'];
                 }
 
                 // on foreign ID
@@ -159,14 +162,14 @@ class TagController extends Controller
                     $response[$foreignKey]                     = $journal[$foreignKey] ?? [
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$foreignCurrencyId,
+                        'currency_id'      => (string) $foreignCurrencyId,
                         'currency_code'    => $journal['foreign_currency_code'],
                     ];
                     $response[$foreignKey]['difference']       = bcadd(
-                        $response[$foreignKey]['difference'],
-                        app('steam')->positive($journal['foreign_amount'])
+                        (string) $response[$foreignKey]['difference'],
+                        (string) app('steam')->positive($journal['foreign_amount'])
                     );
-                    $response[$foreignKey]['difference_float'] = (float)$response[$foreignKey]['difference']; // intentional float
+                    $response[$foreignKey]['difference_float'] = (float) $response[$foreignKey]['difference']; // intentional float
                 }
             }
         }

app/Api/V1/Controllers/Models/Account/DestroyController.php

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2019 james@firefly-iii.org

app/Api/V1/Controllers/Models/Account/ListController.php

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2019 james@firefly-iii.org
@@ -29,6 +30,8 @@ use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\Account;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEnrichment;
+use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\PiggyBankTransformer;
 use FireflyIII\Transformers\TransactionGroupTransformer;
@@ -110,11 +113,18 @@ class ListController extends Controller
         // types to get, page size:
         $pageSize    = $this->parameters->get('limit');
 
-        // get list of budgets. Count it and split it.
+        // get list of piggy banks. Count it and split it.
         $collection  = $this->repository->getPiggyBanks($account);
         $count       = $collection->count();
         $piggyBanks  = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $piggyBanks  = $enrichment->enrich($piggyBanks);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($piggyBanks, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.accounts.piggy-banks', [$account->id]).$this->buildParams());
@@ -123,7 +133,7 @@ class ListController extends Controller
         $transformer = app(PiggyBankTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new FractalCollection($piggyBanks, $transformer, 'piggy_banks');
+        $resource    = new FractalCollection($piggyBanks, $transformer, 'piggy-banks');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
@@ -139,18 +149,18 @@ class ListController extends Controller
      */
     public function transactions(Request $request, Account $account): JsonResponse
     {
-        $pageSize    = $this->parameters->get('limit');
-        $type        = $request->get('type') ?? 'default';
+        $pageSize     = $this->parameters->get('limit');
+        $type         = $request->get('type') ?? 'default';
         $this->parameters->set('type', $type);
-        $types       = $this->mapTransactionTypes($this->parameters->get('type'));
-        $manager     = $this->getManager();
+        $types        = $this->mapTransactionTypes($this->parameters->get('type'));
+        $manager      = $this->getManager();
 
         /** @var User $admin */
-        $admin       = auth()->user();
+        $admin        = auth()->user();
 
         // use new group collector:
         /** @var GroupCollectorInterface $collector */
-        $collector   = app(GroupCollectorInterface::class);
+        $collector    = app(GroupCollectorInterface::class);
         $collector->setUser($admin)->setAccounts(new Collection([$account]))
             ->withAPIInformation()->setLimit($pageSize)->setPage($this->parameters->get('page'))->setTypes($types)
         ;
@@ -162,15 +172,19 @@ class ListController extends Controller
             $collector->setEnd($this->parameters->get('end'));
         }
 
-        $paginator   = $collector->getPaginatedGroups();
+        $paginator    = $collector->getPaginatedGroups();
         $paginator->setPath(route('api.v1.accounts.transactions', [$account->id]).$this->buildParams());
-        $groups      = $paginator->getCollection();
+
+        // enrich
+        $enrichment   = new TransactionGroupEnrichment();
+        $enrichment->setUser($admin);
+        $transactions = $enrichment->enrich($paginator->getCollection());
 
         /** @var TransactionGroupTransformer $transformer */
-        $transformer = app(TransactionGroupTransformer::class);
+        $transformer  = app(TransactionGroupTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new FractalCollection($groups, $transformer, 'transactions');
+        $resource     = new FractalCollection($transactions, $transformer, 'transactions');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ShowController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -28,7 +29,9 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Support\Http\Api\AccountFilter;
+use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Http\Request;
 use Illuminate\Pagination\LengthAwarePaginator;
@@ -87,9 +90,16 @@ class ShowController extends Controller
         $count       = $collection->count();
 
         // continue sort:
-
         $accounts    = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new AccountEnrichment();
+        $enrichment->setDate($this->parameters->get('date'));
+        $enrichment->setUser($admin);
+        $accounts    = $enrichment->enrich($accounts);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($accounts, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.accounts.index').$this->buildParams());
@@ -117,6 +127,15 @@ class ShowController extends Controller
         $account->refresh();
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new AccountEnrichment();
+        $enrichment->setDate($this->parameters->get('date'));
+        $enrichment->setUser($admin);
+        $account     = $enrichment->enrichSingle($account);
+
+
         /** @var AccountTransformer $transformer */
         $transformer = app(AccountTransformer::class);
         $transformer->setParameters($this->parameters);

app/Api/V1/Controllers/Models/Account/StoreController.php

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2019 james@firefly-iii.org
@@ -26,7 +27,9 @@ namespace FireflyIII\Api\V1\Controllers\Models\Account;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Account\StoreRequest;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -68,6 +71,14 @@ class StoreController extends Controller
         $account     = $this->repository->store($data);
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new AccountEnrichment();
+        $enrichment->setDate(null);
+        $enrichment->setUser($admin);
+        $account     = $enrichment->enrichSingle($account);
+
         /** @var AccountTransformer $transformer */
         $transformer = app(AccountTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2019 james@firefly-iii.org
@@ -27,8 +28,11 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Account\UpdateRequest;
 use FireflyIII\Models\Account;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 use League\Fractal\Resource\Item;
 
 /**
@@ -64,7 +68,7 @@ class UpdateController extends Controller
      */
     public function update(UpdateRequest $request, Account $account): JsonResponse
     {
-        app('log')->debug(sprintf('Now in %s', __METHOD__));
+        Log::debug(sprintf('Now in %s', __METHOD__));
         $data         = $request->getUpdateData();
         $data['type'] = config('firefly.shortNamesByFullName.'.$account->accountType->type);
         $account      = $this->repository->update($account, $data);
@@ -72,6 +76,14 @@ class UpdateController extends Controller
         $account->refresh();
         app('preferences')->mark();
 
+        // enrich
+        /** @var User $admin */
+        $admin        = auth()->user();
+        $enrichment   = new AccountEnrichment();
+        $enrichment->setDate(null);
+        $enrichment->setUser($admin);
+        $account      = $enrichment->enrichSingle($account);
+
         /** @var AccountTransformer $transformer */
         $transformer  = app(AccountTransformer::class);
         $transformer->setParameters($this->parameters);

app/Api/V1/Controllers/Models/Attachment/DestroyController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * DestroyController.php
  * Copyright (c) 2021 james@firefly-iii.org

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ShowController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -104,7 +105,7 @@ class ShowController extends Controller
                 ->header('Expires', '0')
                 ->header('Cache-Control', 'must-revalidate, post-check=0, pre-check=0')
                 ->header('Pragma', 'public')
-                ->header('Content-Length', (string)strlen($content))
+                ->header('Content-Length', (string) strlen($content))
             ;
 
             return $response;

app/Api/V1/Controllers/Models/Attachment/StoreController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * StoreController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -79,7 +80,7 @@ class StoreController extends Controller
 
             throw new NotFoundHttpException();
         }
-        app('log')->debug(sprintf('Now in %s', __METHOD__));
+        Log::debug(sprintf('Now in %s', __METHOD__));
         $data        = $request->getAll();
         $attachment  = $this->repository->store($data);
         $manager     = $this->getManager();
@@ -108,11 +109,16 @@ class StoreController extends Controller
         $helper = app(AttachmentHelperInterface::class);
         $body   = $request->getContent();
         if ('' === $body) {
-            app('log')->error('Body of attachment is empty.');
+            Log::error('Body of attachment is empty.');
+
+            return response()->json([], 422);
+        }
+        $result = $helper->saveAttachmentFromApi($attachment, $body);
+        if (false === $result) {
+            Log::error('Could not save attachment from API.');
 
             return response()->json([], 422);
         }
-        $helper->saveAttachmentFromApi($attachment, $body);
 
         return response()->json([], 204);
     }

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * UpdateController.php
  * Copyright (c) 2021 james@firefly-iii.org

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ShowController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -27,6 +28,7 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\AvailableBudget;
 use FireflyIII\Repositories\Budget\AvailableBudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\AvailableBudgetEnrichment;
 use FireflyIII\Transformers\AvailableBudgetTransformer;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
@@ -74,7 +76,6 @@ class ShowController extends Controller
 
         // types to get, page size:
         $pageSize         = $this->parameters->get('limit');
-
         $start            = $this->parameters->get('start');
         $end              = $this->parameters->get('end');
 
@@ -83,6 +84,13 @@ class ShowController extends Controller
         $count            = $collection->count();
         $availableBudgets = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin            = auth()->user();
+        $enrichment       = new AvailableBudgetEnrichment();
+        $enrichment->setUser($admin);
+        $availableBudgets = $enrichment->enrich($availableBudgets);
+
         // make paginator:
         $paginator        = new LengthAwarePaginator($availableBudgets, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.available-budgets.index').$this->buildParams());
@@ -105,13 +113,25 @@ class ShowController extends Controller
      */
     public function show(AvailableBudget $availableBudget): JsonResponse
     {
-        $manager     = $this->getManager();
+        $manager         = $this->getManager();
+        $start           = $this->parameters->get('start');
+        $end             = $this->parameters->get('end');
 
         /** @var AvailableBudgetTransformer $transformer */
-        $transformer = app(AvailableBudgetTransformer::class);
+        $transformer     = app(AvailableBudgetTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new Item($availableBudget, $transformer, 'available_budgets');
+        // enrich
+        /** @var User $admin */
+        $admin           = auth()->user();
+        $enrichment      = new AvailableBudgetEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($start);
+        $enrichment->setEnd($end);
+        $availableBudget = $enrichment->enrichSingle($availableBudget);
+
+
+        $resource        = new Item($availableBudget, $transformer, 'available_budgets');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
     }

app/Api/V1/Controllers/Models/Bill/DestroyController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * DestroyController.php
  * Copyright (c) 2021 james@firefly-iii.org

app/Api/V1/Controllers/Models/Bill/ListController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ListController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -29,6 +30,7 @@ use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\Bill;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
 use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\RuleTransformer;
 use FireflyIII\Transformers\TransactionGroupTransformer;
@@ -175,7 +177,11 @@ class ListController extends Controller
         // get paginator.
         $paginator    = $collector->getPaginatedGroups();
         $paginator->setPath(route('api.v1.bills.transactions', [$bill->id]).$this->buildParams());
-        $transactions = $paginator->getCollection();
+
+        // enrich
+        $enrichment   = new TransactionGroupEnrichment();
+        $enrichment->setUser($admin);
+        $transactions = $enrichment->enrich($paginator->getCollection());
 
         /** @var TransactionGroupTransformer $transformer */
         $transformer  = app(TransactionGroupTransformer::class);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ShowController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -27,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Bill;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\SubscriptionEnrichment;
 use FireflyIII\Transformers\BillTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
 use League\Fractal\Pagination\IlluminatePaginatorAdapter;
@@ -75,6 +78,15 @@ class ShowController extends Controller
         $bills       = $bills->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
         $paginator   = new LengthAwarePaginator($bills, $count, $pageSize, $this->parameters->get('page'));
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new SubscriptionEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $bills       = $enrichment->enrich($bills);
+
         /** @var BillTransformer $transformer */
         $transformer = app(BillTransformer::class);
         $transformer->setParameters($this->parameters);
@@ -95,6 +107,15 @@ class ShowController extends Controller
     {
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new SubscriptionEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $bill        = $enrichment->enrichSingle($bill);
+
         /** @var BillTransformer $transformer */
         $transformer = app(BillTransformer::class);
         $transformer->setParameters($this->parameters);

app/Api/V1/Controllers/Models/Bill/StoreController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * StoreController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -28,7 +29,9 @@ use FireflyIII\Api\V1\Requests\Models\Bill\StoreRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
 use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\JsonApi\Enrichments\SubscriptionEnrichment;
 use FireflyIII\Transformers\BillTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -71,6 +74,15 @@ class StoreController extends Controller
         $bill        = $this->repository->store($data);
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new SubscriptionEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $bill        = $enrichment->enrichSingle($bill);
+
         /** @var BillTransformer $transformer */
         $transformer = app(BillTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * UpdateController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -27,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Bill\UpdateRequest;
 use FireflyIII\Models\Bill;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\SubscriptionEnrichment;
 use FireflyIII\Transformers\BillTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -66,6 +69,15 @@ class UpdateController extends Controller
         $bill        = $this->repository->update($bill, $data);
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new SubscriptionEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $bill        = $enrichment->enrichSingle($bill);
+
         /** @var BillTransformer $transformer */
         $transformer = app(BillTransformer::class);
         $transformer->setParameters($this->parameters);

app/Api/V1/Controllers/Models/Budget/DestroyController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * DestroyController.php
  * Copyright (c) 2021 james@firefly-iii.org

app/Api/V1/Controllers/Models/Budget/ListController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ListController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -24,12 +25,15 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Controllers\Models\Budget;
 
 use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
 use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
+use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\BudgetLimitTransformer;
 use FireflyIII\Transformers\TransactionGroupTransformer;
@@ -114,6 +118,14 @@ class ListController extends Controller
         $paginator    = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.budgets.budget-limits', [$budget->id]).$this->buildParams());
 
+        // enrich
+        /** @var User $admin */
+        $admin        = auth()->user();
+        $enrichment   = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimits = $enrichment->enrich($budgetLimits);
+
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer  = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);
@@ -170,7 +182,11 @@ class ListController extends Controller
 
         $paginator    = $collector->getPaginatedGroups();
         $paginator->setPath(route('api.v1.budgets.transactions', [$budget->id]).$this->buildParams());
-        $transactions = $paginator->getCollection();
+
+        // enrich
+        $enrichment   = new TransactionGroupEnrichment();
+        $enrichment->setUser($admin);
+        $transactions = $enrichment->enrich($paginator->getCollection());
 
         /** @var TransactionGroupTransformer $transformer */
         $transformer  = app(TransactionGroupTransformer::class);
@@ -207,6 +223,8 @@ class ListController extends Controller
         $collector    = app(GroupCollectorInterface::class);
         $collector
             ->setUser($admin)
+            // withdrawals only
+            ->setTypes([TransactionTypeEnum::WITHDRAWAL->value])
             // filter on budget.
             ->withoutBudget()
             // all info needed for the API:
@@ -228,7 +246,11 @@ class ListController extends Controller
 
         $paginator    = $collector->getPaginatedGroups();
         $paginator->setPath(route('api.v1.budgets.without-budget').$this->buildParams());
-        $transactions = $paginator->getCollection();
+
+        // enrich
+        $enrichment   = new TransactionGroupEnrichment();
+        $enrichment->setUser($admin);
+        $transactions = $enrichment->enrich($paginator->getCollection());
 
         /** @var TransactionGroupTransformer $transformer */
         $transformer  = app(TransactionGroupTransformer::class);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ShowController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -28,7 +29,9 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetEnrichment;
 use FireflyIII\Transformers\BudgetTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
 use League\Fractal\Pagination\IlluminatePaginatorAdapter;
@@ -81,6 +84,15 @@ class ShowController extends Controller
         $count       = $collection->count();
         $budgets     = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $budgets     = $enrichment->enrich($budgets);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($budgets, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.budgets.index').$this->buildParams());
@@ -102,6 +114,15 @@ class ShowController extends Controller
     {
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $budget      = $enrichment->enrichSingle($budget);
+
         /** @var BudgetTransformer $transformer */
         $transformer = app(BudgetTransformer::class);
         $transformer->setParameters($this->parameters);

app/Api/V1/Controllers/Models/Budget/StoreController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * StoreController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -27,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Budget\StoreRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetEnrichment;
 use FireflyIII\Transformers\BudgetTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -68,6 +71,13 @@ class StoreController extends Controller
         $budget->refresh();
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetEnrichment();
+        $enrichment->setUser($admin);
+        $budget      = $enrichment->enrichSingle($budget);
+
         /** @var BudgetTransformer $transformer */
         $transformer = app(BudgetTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * UpdateController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -27,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Budget\UpdateRequest;
 use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetEnrichment;
 use FireflyIII\Transformers\BudgetTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -66,6 +69,13 @@ class UpdateController extends Controller
         $budget      = $this->repository->update($budget, $data);
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetEnrichment();
+        $enrichment->setUser($admin);
+        $budget      = $enrichment->enrichSingle($budget);
+
         /** @var BudgetTransformer $transformer */
         $transformer = app(BudgetTransformer::class);
         $transformer->setParameters($this->parameters);

app/Api/V1/Controllers/Models/BudgetLimit/DestroyController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * DestroyController.php
  * Copyright (c) 2021 james@firefly-iii.org

app/Api/V1/Controllers/Models/BudgetLimit/ListController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ListController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -29,6 +30,7 @@ use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\Budget;
 use FireflyIII\Models\BudgetLimit;
 use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\TransactionGroupTransformer;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
@@ -83,7 +85,11 @@ class ListController extends Controller
         $collector->setTypes($types);
         $paginator    = $collector->getPaginatedGroups();
         $paginator->setPath(route('api.v1.budgets.limits.transactions', [$budget->id, $budgetLimit->id]).$this->buildParams());
-        $transactions = $paginator->getCollection();
+
+        // enrich
+        $enrichment   = new TransactionGroupEnrichment();
+        $enrichment->setUser($admin);
+        $transactions = $enrichment->enrich($paginator->getCollection());
 
         /** @var TransactionGroupTransformer $transformer */
         $transformer  = app(TransactionGroupTransformer::class);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ShowController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -30,6 +31,7 @@ use FireflyIII\Models\Budget;
 use FireflyIII\Models\BudgetLimit;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
 use FireflyIII\Transformers\BudgetLimitTransformer;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
@@ -83,6 +85,14 @@ class ShowController extends Controller
         $paginator    = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.budgets.limits.index', [$budget->id]).$this->buildParams());
 
+
+        // enrich
+        /** @var User $admin */
+        $admin        = auth()->user();
+        $enrichment   = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimits = $enrichment->enrich($budgetLimits);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer  = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);
@@ -99,7 +109,7 @@ class ShowController extends Controller
      *
      * Display a listing of the budget limits for this budget.
      *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function indexAll(SameDateRequest $request): JsonResponse
     {
@@ -112,6 +122,13 @@ class ShowController extends Controller
         $paginator    = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.budget-limits.index').$this->buildParams());
 
+        // enrich
+        /** @var User $admin */
+        $admin        = auth()->user();
+        $enrichment   = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimits = $enrichment->enrich($budgetLimits);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer  = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);
@@ -136,6 +153,13 @@ class ShowController extends Controller
         // continue!
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimit = $enrichment->enrichSingle($budgetLimit);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);

app/Api/V1/Controllers/Models/BudgetLimit/StoreController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * StoreController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -27,6 +28,7 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\BudgetLimit\StoreRequest;
 use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
 use FireflyIII\Transformers\BudgetLimitTransformer;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
@@ -73,6 +75,13 @@ class StoreController extends Controller
         $budgetLimit        = $this->blRepository->store($data);
         $manager            = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin              = auth()->user();
+        $enrichment         = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimit        = $enrichment->enrichSingle($budgetLimit);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer        = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * UpdateController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -29,6 +30,7 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Budget;
 use FireflyIII\Models\BudgetLimit;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
 use FireflyIII\Transformers\BudgetLimitTransformer;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
@@ -79,6 +81,13 @@ class UpdateController extends Controller
         $budgetLimit       = $this->blRepository->update($budgetLimit, $data);
         $manager           = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin             = auth()->user();
+        $enrichment        = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimit       = $enrichment->enrich($budgetLimit);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer       = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);

app/Api/V1/Controllers/Models/Category/DestroyController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * DestroyController.php
  * Copyright (c) 2021 james@firefly-iii.org

app/Api/V1/Controllers/Models/Category/ListController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ListController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -29,6 +30,7 @@ use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\Category;
 use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
 use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\TransactionGroupTransformer;
 use FireflyIII\User;
@@ -138,7 +140,11 @@ class ListController extends Controller
 
         $paginator    = $collector->getPaginatedGroups();
         $paginator->setPath(route('api.v1.categories.transactions', [$category->id]).$this->buildParams());
-        $transactions = $paginator->getCollection();
+
+        // enrich
+        $enrichment   = new TransactionGroupEnrichment();
+        $enrichment->setUser($admin);
+        $transactions = $enrichment->enrich($paginator->getCollection());
 
         /** @var TransactionGroupTransformer $transformer */
         $transformer  = app(TransactionGroupTransformer::class);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ShowController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -27,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Category;
 use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\CategoryEnrichment;
 use FireflyIII\Transformers\CategoryTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
 use League\Fractal\Pagination\IlluminatePaginatorAdapter;
@@ -77,6 +80,15 @@ class ShowController extends Controller
         $count       = $collection->count();
         $categories  = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new CategoryEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $categories  = $enrichment->enrich($categories);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($categories, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.categories.index').$this->buildParams());
@@ -104,6 +116,15 @@ class ShowController extends Controller
         $transformer = app(CategoryTransformer::class);
         $transformer->setParameters($this->parameters);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new CategoryEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $category    = $enrichment->enrichSingle($category);
+
         $resource    = new Item($category, $transformer, 'categories');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

app/Api/V1/Controllers/Models/Category/StoreController.php

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * StoreController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -27,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Category\StoreRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\CategoryEnrichment;
 use FireflyIII\Transformers\CategoryTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -71,6 +74,15 @@ class StoreController extends Controller
         $transformer = app(CategoryTransformer::class);
         $transformer->setParameters($this->parameters);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new CategoryEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $category    = $enrichment->enrichSingle($category);
+
         $resource    = new Item($category, $transformer, 'categories');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * UpdateController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -27,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Category\UpdateRequest;
 use FireflyIII\Models\Category;
 use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\CategoryEnrichment;
 use FireflyIII\Transformers\CategoryTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -70,6 +73,15 @@ class UpdateController extends Controller
         $transformer = app(CategoryTransformer::class);
         $transformer->setParameters($this->parameters);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new CategoryEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $category    = $enrichment->enrichSingle($category);
+
         $resource    = new Item($category, $transformer, 'categories');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

app/Api/V1/Controllers/Models/CurrencyExchangeRate/DestroyController.php

@@ -0,0 +1,81 @@
+<?php
+
+/*
+ * DestroyController.php
+ * Copyright (c) 2025 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\V1\Controllers\Models\CurrencyExchangeRate;
+
+use Carbon\Carbon;
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\DestroyRequest;
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Exceptions\ValidationException;
+use FireflyIII\Models\CurrencyExchangeRate;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Repositories\ExchangeRate\ExchangeRateRepositoryInterface;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use Illuminate\Http\JsonResponse;
+use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
+
+class DestroyController extends Controller
+{
+    use ValidatesUserGroupTrait;
+
+    public const string RESOURCE_KEY = 'exchange-rates';
+    protected array $acceptedRoles   = [UserRoleEnum::OWNER];
+    private ExchangeRateRepositoryInterface $repository;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(ExchangeRateRepositoryInterface::class);
+                $this->repository->setUserGroup($this->validateUserGroup($request));
+
+                return $next($request);
+            }
+        );
+    }
+
+    public function destroy(DestroyRequest $request, TransactionCurrency $from, TransactionCurrency $to): JsonResponse
+    {
+        $date = $request->getDate();
+        if (!$date instanceof Carbon) {
+            throw new ValidationException('Date is required');
+        }
+        $rate = $this->repository->getSpecificRateOnDate($from, $to, $date);
+        if (!$rate instanceof CurrencyExchangeRate) {
+            throw new NotFoundHttpException();
+        }
+        $this->repository->deleteRate($rate);
+
+        return response()->json([], 204);
+    }
+
+    public function destroySingle(CurrencyExchangeRate $exchangeRate): JsonResponse
+    {
+        $this->repository->deleteRate($exchangeRate);
+
+        return response()->json([], 204);
+    }
+}

app/Api/V1/Controllers/Models/CurrencyExchangeRate/IndexController.php

@@ -1,8 +1,8 @@
 <?php
 
 /*
- * ShowController.php
- * Copyright (c) 2023 james@firefly-iii.org
+ * IndexController.php
+ * Copyright (c) 2025 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -17,17 +17,18 @@
  * GNU Affero General Public License for more details.
  *
  * You should have received a copy of the GNU Affero General Public License
- * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
  */
 
 declare(strict_types=1);
 
-namespace FireflyIII\Api\V2\Controllers\Model\PiggyBank;
+namespace FireflyIII\Api\V1\Controllers\Models\CurrencyExchangeRate;
 
-use FireflyIII\Api\V2\Controllers\Controller;
-use FireflyIII\Repositories\UserGroups\PiggyBank\PiggyBankRepositoryInterface;
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Repositories\ExchangeRate\ExchangeRateRepositoryInterface;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
-use FireflyIII\Transformers\V2\PiggyBankTransformer;
+use FireflyIII\Transformers\ExchangeRateTransformer;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
 
@@ -38,40 +39,35 @@ class IndexController extends Controller
 {
     use ValidatesUserGroupTrait;
 
-    private PiggyBankRepositoryInterface $repository;
+    public const string RESOURCE_KEY = 'currency_exchange_rates';
+    protected array $acceptedRoles   = [UserRoleEnum::OWNER];
+    private ExchangeRateRepositoryInterface $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);
-                }
+                $this->repository = app(ExchangeRateRepositoryInterface::class);
+                $this->repository->setUserGroup($this->validateUserGroup($request));
 
                 return $next($request);
             }
         );
     }
 
-    /**
-     * TODO see autocomplete/accountcontroller for list.
-     */
     public function index(): JsonResponse
     {
-        $piggies     = $this->repository->getPiggyBanks();
+        $entries     = $this->repository->getAll();
         $pageSize    = $this->parameters->get('limit');
-        $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();
+        $count       = $entries->count();
+        $entries     = $entries->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+        $paginator   = new LengthAwarePaginator($entries, $count, $pageSize, $this->parameters->get('page'));
+        $transformer = new ExchangeRateTransformer();
         $transformer->setParameters($this->parameters); // give params to transformer
 
         return response()
-            ->json($this->jsonApiList('piggy-banks', $paginator, $transformer))
+            ->json($this->jsonApiList(self::RESOURCE_KEY, $paginator, $transformer))
             ->header('Content-Type', self::CONTENT_TYPE)
         ;
     }