Auto commit for release 'develop' on 2024-06-10

icon title chgd from Deposit to Transfer

.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

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

.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

@@ -20,23 +20,8 @@
 # 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
@@ -44,8 +29,8 @@ 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 \
+    --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",
@@ -395,16 +395,16 @@
         },
         {
             "name": "symfony/config",
-            "version": "v7.0.3",
+            "version": "v7.0.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/config.git",
-                "reference": "86a5027869ca3d6bdecae6d5d6c2f77c8f2c1d16"
+                "reference": "44deeba7233f08f383185ffa37dace3b3bc87364"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/config/zipball/86a5027869ca3d6bdecae6d5d6c2f77c8f2c1d16",
-                "reference": "86a5027869ca3d6bdecae6d5d6c2f77c8f2c1d16",
+                "url": "https://api.github.com/repos/symfony/config/zipball/44deeba7233f08f383185ffa37dace3b3bc87364",
+                "reference": "44deeba7233f08f383185ffa37dace3b3bc87364",
                 "shasum": ""
             },
             "require": {
@@ -450,7 +450,7 @@
             "description": "Helps you find, load, combine, autofill and validate configuration values of any kind",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/config/tree/v7.0.3"
+                "source": "https://github.com/symfony/config/tree/v7.0.4"
             },
             "funding": [
                 {
@@ -466,20 +466,20 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-01-30T08:34:29+00:00"
+            "time": "2024-02-26T07:52:39+00:00"
         },
         {
             "name": "symfony/dependency-injection",
-            "version": "v7.0.3",
+            "version": "v7.0.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/dependency-injection.git",
-                "reference": "e915c6684b8e3ae90a4441f6823ebbb40edf0b92"
+                "reference": "47f37af245df8457ea63409fc242b3cc825ce5eb"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/dependency-injection/zipball/e915c6684b8e3ae90a4441f6823ebbb40edf0b92",
-                "reference": "e915c6684b8e3ae90a4441f6823ebbb40edf0b92",
+                "url": "https://api.github.com/repos/symfony/dependency-injection/zipball/47f37af245df8457ea63409fc242b3cc825ce5eb",
+                "reference": "47f37af245df8457ea63409fc242b3cc825ce5eb",
                 "shasum": ""
             },
             "require": {
@@ -530,7 +530,7 @@
             "description": "Allows you to standardize and centralize the way objects are constructed in your application",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/dependency-injection/tree/v7.0.3"
+                "source": "https://github.com/symfony/dependency-injection/tree/v7.0.4"
             },
             "funding": [
                 {
@@ -546,7 +546,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-01-30T08:34:29+00:00"
+            "time": "2024-02-22T20:27:20+00:00"
         },
         {
             "name": "symfony/deprecation-contracts",
@@ -921,16 +921,16 @@
         },
         {
             "name": "symfony/var-exporter",
-            "version": "v7.0.3",
+            "version": "v7.0.4",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/var-exporter.git",
-                "reference": "1fb79308cb5fc2b44bff6e8af10a5af6812e05b8"
+                "reference": "dfb0acb6803eb714f05d97dd4c5abe6d5fa9fe41"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/var-exporter/zipball/1fb79308cb5fc2b44bff6e8af10a5af6812e05b8",
-                "reference": "1fb79308cb5fc2b44bff6e8af10a5af6812e05b8",
+                "url": "https://api.github.com/repos/symfony/var-exporter/zipball/dfb0acb6803eb714f05d97dd4c5abe6d5fa9fe41",
+                "reference": "dfb0acb6803eb714f05d97dd4c5abe6d5fa9fe41",
                 "shasum": ""
             },
             "require": {
@@ -975,7 +975,7 @@
                 "serialize"
             ],
             "support": {
-                "source": "https://github.com/symfony/var-exporter/tree/v7.0.3"
+                "source": "https://github.com/symfony/var-exporter/tree/v7.0.4"
             },
             "funding": [
                 {
@@ -991,7 +991,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-01-23T15:02:46+00:00"
+            "time": "2024-02-26T10:35:24+00:00"
         }
     ],
     "aliases": [],

.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>

.env.example

@@ -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
@@ -184,6 +187,11 @@ 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. This function isn't used yet by Firefly III
+#
+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.
@@ -291,27 +299,6 @@ DKR_BUILD_LOCALE=false
 # Won't significantly speed up things.
 DKR_CHECK_SQLITE=true
 
-# Run database creation and migration commands. Disable this only if you're 100% sure the DB exists
-# and is up to date.
-DKR_RUN_MIGRATION=true
-
-# Run database upgrade commands. Disable this only when you're 100% sure your DB is up-to-date
-# with the latest fixes (outside of migrations!)
-DKR_RUN_UPGRADE=true
-
-# Verify database integrity. Includes all data checks and verifications.
-# Disabling this makes Firefly III assume your DB is intact.
-DKR_RUN_VERIFY=true
-
-# Run database reporting commands. When disabled, Firefly III won't go over your data to report current state.
-# Disabling this should have no impact on data integrity or safety but it won't warn you of possible issues.
-DKR_RUN_REPORT=true
-
-# Generate OAuth2 keys.
-# When disabled, Firefly III won't attempt to generate OAuth2 Passport keys. This won't be an issue, IFF (if and only if)
-# you had previously generated keys already and they're stored in your database for restoration.
-DKR_RUN_PASSPORT_INSTALL=true
-
 # Leave the following configuration vars as is.
 # Unless you like to tinker and know what you're doing.
 APP_NAME=FireflyIII

.github/CODEOWNERS

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

.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/pull_request_template.md

@@ -1,13 +1,19 @@
 <!--
-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.
+
+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:
 

.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:

.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@v1.2.0
         id: command
         with:
           allowed_contexts: "issue"

.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

@@ -4,11 +4,11 @@ on:
   workflow_dispatch:
     inputs:
       version:
-        description: 'Version to release'
+        description: 'Release "v1.2.3" or "develop"'
         required: true
         default: 'develop'
   schedule:
-    - cron:  '15 0 * * MON,THU'
+    - cron: '0 3 * * MON,THU'
 
 jobs:
   build:
@@ -51,7 +51,7 @@ jobs:
           CROWDIN_TOKEN: ${{ secrets.CROWDIN_TOKEN }}
       - name: Cleanup translations
         id: cleanup-transactions
-        uses: JC5/firefly-iii-dev@v33
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:crowdin-warning'
           output: ''
@@ -60,16 +60,25 @@ jobs:
           GH_TOKEN: ''
       - name: Cleanup changelog
         id: cleanup-changelog
-        uses: JC5/firefly-iii-dev@v33
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:changelog'
           output: ''
         env:
           FIREFLY_III_ROOT: /github/workspace
           GH_TOKEN: ${{ secrets.CHANGELOG_TOKEN }}
+      - name: "Create THANKS.md"
+        id: thank-you
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: 'ff3:thank-you'
+          output: ''
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ''
       - name: Extract changelog
         id: extract-changelog
-        uses: JC5/firefly-iii-dev@v33
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:extract-changelog'
           output: 'output'
@@ -78,7 +87,7 @@ jobs:
           GH_TOKEN: ""
       - name: Replace version
         id: replace-version
-        uses: JC5/firefly-iii-dev@v33
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:version'
           output: ''
@@ -88,7 +97,7 @@ 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@v33
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:json-translations v1'
           output: ''
@@ -97,7 +106,7 @@ jobs:
           GH_TOKEN: ''
       - name: Generate JSON v2
         id: json-v2
-        uses: JC5/firefly-iii-dev@v33
+        uses: JC5/firefly-iii-dev@main
         with:
           action: 'ff3:json-translations v2'
           output: ''
@@ -106,44 +115,76 @@ jobs:
           GH_TOKEN: ''
       - name: Code cleanup
         id: code-cleanup
-        uses: JC5/firefly-iii-dev@v33
+        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@v33
-        with:
-          action: 'ff3:old-js'
-          output: ''
-        env:
-          FIREFLY_III_ROOT: /github/workspace
-          GH_TOKEN: ''
+          npm install
+          npm update
+          npm run prod  --workspace=v1
+          npm run build --workspace=v2
       - 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: Import GPG key
+        uses: crazy-max/ghaction-import-gpg@v6
+        with:
+          gpg_private_key: ${{ secrets.GPG_PRIVATE_KEY }}
+          passphrase: ${{ secrets.PASSPHRASE }}
       - name: Release
         run: |
+          # do some configuration
           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
+
+          # update composer (again)
+          composer update --no-dev --no-scripts --no-plugins
+          composer dump-autoload
+
+          # if this is a develop build, slightly different variable names.
           if [[ "develop" == "$version" ]]; then
             [[ -z $(git status --untracked-files=normal --porcelain) ]] && echo "this branch is clean, no need to push..." && exit 0;
+            releaseName=$version-$(date +'%Y%m%d')
+            originalName=$releaseName
+            zipName=FireflyIII-develop.zip
+            tarName=FireflyIII-develop.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
+          echo "Will use tag and release name $releaseName."
+
+          # add all content, except output.txt (this contains the changelog and/or the download instructions)
+          echo 'Add all and reset output.txt'
           git add -A
           if test -f "output.txt"; then
             git reset output.txt
@@ -151,19 +192,101 @@ jobs:
           git commit -m "Auto commit for release '$version' on $(date +'%Y-%m-%d')" || true
           git push
 
+          # zip and tar everything
+          echo 'Zip and tar...'
+          zip -rq $zipName . -x "*.git*" "*.ci*" "*.github*" "*node_modules*" "*output.txt*"
+          touch $tarName
+          tar --exclude=$tarName --exclude=$zipName --exclude='./.git' --exclude='./.ci' --exclude='./.github' --exclude='./node_modules' --exclude='./output.txt' -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 $tarName
+
+          # create a development (nightly) release:
           if [[ "develop" == "$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
+            echo 'Develop release.'
+            # add text to output.txt (instructions)
             rm output.txt
+            echo "Bi-weekly development release of Firefly III with the latest fixes, translations and features. Docker users can find this release under the \`develop\` tag." >> output.txt
+            echo "" >> output.txt
+            echo "This release was created on **$(date +'%Y-%m-%d')** and may contain unexpected bugs. Data loss is rare but is not impossible. The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
+            echo "" >> output.txt
+            echo "* Please read the installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/)" >> output.txt
+            echo "* Or read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)" >> output.txt
+            echo "" >> output.txt
+            echo ":warning: Please be careful with this pre-release, as it may not work as expected." >> output.txt
+
+            # create the release:
+            echo "Create nightly release."
+            git tag -a $releaseName -m "Nightly development release '$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')" \
+              -F output.txt
+
+            # add zip file to release.
+            gh release upload $releaseName $zipName
+            gh release upload $releaseName $tarName
+
+            # add sha256 sum to release
+            gh release upload $releaseName $zipName.sha256
+            gh release upload $releaseName $tarName.sha256
+
+            # add signatures to release
+            gh release upload $releaseName $zipName.asc
+            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
+            gh release upload $releaseName HEAD.txt
+          else
+            echo 'MAIN (real) release'
+            sudo chown -R runner:docker output.txt
+            # add text to output.txt (more instructions)
+            echo '' >> output.txt
+            echo '### Instructions' >> output.txt
+            echo '' >> output.txt
+            echo "* Installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/)" >> output.txt
+            echo "* Or read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)" >> output.txt
+            echo "* The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
+
+            echo "Create default release."
+            git tag -a $releaseName -m "Here be changelog"
+            git push origin $releaseName
+            gh release create $releaseName -F output.txt -t "$releaseName" --verify-tag
+
+            # add archive files to release
+            gh release upload $releaseName $zipName
+            gh release upload $releaseName $tarName
+
+            # add sha256 sums to release
+            gh release upload $releaseName $zipName.sha256
+            gh release upload $releaseName $tarName.sha256
+
+            # add signatures to release
+            gh release upload $releaseName $zipName.asc
+            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
+            gh release upload $releaseName HEAD.txt
+
+            # remove all temporary files
+            rm output.txt
+            rm HEAD.txt
+            rm $zipName
+            rm $zipName.sha256
+            rm $tarName
+            rm $tarName.sha256
+
+            # merge main back into develop
             git checkout develop
             git merge main
             git push

.github/workflows/sonarcloud.yml

@@ -45,15 +45,6 @@ jobs:
       - 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
 

.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:
@@ -17,17 +17,17 @@ jobs:
       - 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.

.gitignore

@@ -7,3 +7,14 @@ yarn-error.log
 .env
 /.ci/php-cs-fixer/vendor
 coverage.xml
+
+# ignore generated files.
+public/build
+
+# ignore v1 build files
+resources/assets/v1/node_modules
+resources/assets/v1/build
+
+# ignore v2 build files
+resources/assets/v2/node_modules
+resources/assets/v2/build

THANKS.md

@@ -0,0 +1,194 @@
+# 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.
+
+## 2024
+- 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/Chart/AccountController.php

@@ -83,17 +83,17 @@ class AccountController extends Controller
         // user's preferences
         $defaultSet = $this->repository->getAccountsByType([AccountType::ASSET])->pluck('id')->toArray();
 
-        /** @var Preference $frontPage */
-        $frontPage  = app('preferences')->get('frontPageAccounts', $defaultSet);
+        /** @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;
-            $frontPage->save();
+        if (!(is_array($frontpage->data) && count($frontpage->data) > 0)) {
+            $frontpage->data = $defaultSet;
+            $frontpage->save();
         }
 
         // get accounts:
-        $accounts   = $this->repository->getAccountsById($frontPage->data);
+        $accounts   = $this->repository->getAccountsById($frontpage->data);
         $chartData  = [];
 
         /** @var Account $account */

app/Api/V1/Controllers/Models/Rule/ExpressionController.php

@@ -1,8 +1,7 @@
 <?php
-
-/**
- * passwords.php
- * Copyright (c) 2019 james@firefly-iii.org
+/*
+ * ExpressionController.php
+ * Copyright (c) 2024 Michael Thomas
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -20,15 +19,29 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-// Ignore this comment
-
 declare(strict_types=1);
 
-return [
-    'password' => 'Паролите трябва да са дълги поне 6 символа и да съвпадат.',
-    'user'     => 'Не можем да намерим потребител с този имейл адрес.',
-    'token'    => 'Ключът за нулиране на паролата е невалиден.',
-    'sent'     => 'Изпратихме Ви връзка за обновяване на паролата!',
-    'reset'    => 'Вашата парола е нулирана!',
-    'blocked'  => 'Добър опит все пак.',
-];
+namespace FireflyIII\Api\V1\Controllers\Models\Rule;
+
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Models\Rule\ValidateExpressionRequest;
+use Illuminate\Http\JsonResponse;
+
+/**
+ * Class ExpressionController
+ */
+class ExpressionController extends Controller
+{
+    /**
+     * This endpoint is documented at:
+     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/rules/validateExpression
+     *
+     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
+     */
+    public function validateExpression(ValidateExpressionRequest $request): JsonResponse
+    {
+        return response()->json([
+            'valid' => true,
+        ]);
+    }
+}

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

@@ -72,6 +72,12 @@ class UpdateController extends Controller
         app('log')->debug('Now in update routine for transaction group!');
         $data             = $request->getAll();
 
+        // Fixes 8750.
+        $transactions     = $data['transactions'] ?? [];
+        foreach ($transactions as $index => $info) {
+            unset($data['transactions'][$index]['type']);
+        }
+
         $transactionGroup = $this->groupRepository->update($transactionGroup, $data);
         $manager          = $this->getManager();
 

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

@@ -281,7 +281,7 @@ class BasicController extends Controller
             $spentInCurrency = $row['sum'];
             $leftToSpend     = bcadd($amount, $spentInCurrency);
 
-            $days            = $today->diffInDays($end) + 1;
+            $days            = (int)$today->diffInDays($end, true) + 1;
             $perDay          = '0';
             if (0 !== $days && bccomp($leftToSpend, '0') > -1) {
                 $perDay = bcdiv($leftToSpend, (string)$days);

app/Api/V1/Controllers/User/PreferencesController.php

@@ -32,6 +32,7 @@ use FireflyIII\Models\Preference;
 use FireflyIII\Transformers\PreferenceTransformer;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
+use Illuminate\Support\Collection;
 use League\Fractal\Pagination\IlluminatePaginatorAdapter;
 use League\Fractal\Resource\Collection as FractalCollection;
 use League\Fractal\Resource\Item;
@@ -84,6 +85,10 @@ class PreferencesController extends Controller
     {
         $manager     = $this->getManager();
 
+        if ('currencyPreference' === $preference->name) {
+            throw new FireflyException('Please use api/v1/currencies/default instead.');
+        }
+
         /** @var PreferenceTransformer $transformer */
         $transformer = app(PreferenceTransformer::class);
         $transformer->setParameters($this->parameters);
@@ -93,6 +98,32 @@ class PreferencesController extends Controller
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
     }
 
+    /**
+     * TODO This endpoint is not documented.
+     *
+     * Return a single preference by name.
+     */
+    public function showList(Collection $collection): JsonResponse
+    {
+        $manager     = $this->getManager();
+        $count       = $collection->count();
+        $pageSize    = $this->parameters->get('limit');
+        $preferences = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+
+        // make paginator:
+        $paginator   = new LengthAwarePaginator($preferences, $count, $pageSize, $this->parameters->get('page'));
+        $paginator->setPath(route('api.v1.preferences.show-list').$this->buildParams());
+
+        /** @var PreferenceTransformer $transformer */
+        $transformer = app(PreferenceTransformer::class);
+        $transformer->setParameters($this->parameters);
+
+        $resource    = new FractalCollection($preferences, $transformer, self::RESOURCE_KEY);
+        $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
+
+        return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
+    }
+
     /**
      * This endpoint is documented at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/preferences/storePreference
@@ -103,6 +134,11 @@ class PreferencesController extends Controller
     {
         $manager     = $this->getManager();
         $data        = $request->getAll();
+
+        if ('currencyPreference' === $data['name']) {
+            throw new FireflyException('Please use api/v1/currencies/default instead.');
+        }
+
         $pref        = app('preferences')->set($data['name'], $data['data']);
 
         /** @var PreferenceTransformer $transformer */
@@ -122,6 +158,10 @@ class PreferencesController extends Controller
      */
     public function update(PreferenceUpdateRequest $request, Preference $preference): JsonResponse
     {
+        if ('currencyPreference' === $preference->name) {
+            throw new FireflyException('Please use api/v1/currencies/default instead.');
+        }
+
         $manager     = $this->getManager();
         $data        = $request->getAll();
         $pref        = app('preferences')->set($preference->name, $data['data']);

app/Api/V1/Requests/Data/DateRequest.php

@@ -46,7 +46,7 @@ class DateRequest extends FormRequest
     {
         $start = $this->getCarbonDate('start');
         $end   = $this->getCarbonDate('end');
-        if ($start->diffInYears($end) > 5) {
+        if ($start->diffInYears($end, true) > 5) {
             throw new FireflyException('Date range out of range.');
         }
 

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

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

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

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

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

@@ -24,6 +24,7 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Requests\Models\Rule;
 
 use FireflyIII\Rules\IsBoolean;
+use FireflyIII\Rules\IsValidActionExpression;
 use FireflyIII\Support\Request\ChecksLogin;
 use FireflyIII\Support\Request\ConvertsDataTypes;
 use FireflyIII\Support\Request\GetRuleConfiguration;
@@ -57,7 +58,6 @@ class StoreRequest extends FormRequest
             'active'           => ['active', 'boolean'],
         ];
         $data             = $this->getAllData($fields);
-
         $data['triggers'] = $this->getRuleTriggers();
         $data['actions']  = $this->getRuleActions();
 
@@ -71,8 +71,9 @@ class StoreRequest extends FormRequest
         if (is_array($triggers)) {
             foreach ($triggers as $trigger) {
                 $return[] = [
-                    'type'            => $trigger['type'],
-                    'value'           => $trigger['value'],
+                    'type'            => $trigger['type'] ?? '',
+                    'value'           => $trigger['value'] ?? null,
+                    'prohibited'      => $this->convertBoolean((string)($trigger['prohibited'] ?? 'false')),
                     'active'          => $this->convertBoolean((string)($trigger['active'] ?? 'true')),
                     'stop_processing' => $this->convertBoolean((string)($trigger['stop_processing'] ?? 'false')),
                 ];
@@ -123,7 +124,7 @@ class StoreRequest extends FormRequest
             'triggers.*.stop_processing' => [new IsBoolean()],
             'triggers.*.active'          => [new IsBoolean()],
             'actions.*.type'             => 'required|in:'.implode(',', $validActions),
-            'actions.*.value'            => 'required_if:actions.*.type,'.$contextActions.'|ruleActionValue',
+            'actions.*.value'            => [sprintf('required_if:actions.*.type,%s', $contextActions), new IsValidActionExpression(), 'ruleActionValue'],
             'actions.*.stop_processing'  => [new IsBoolean()],
             'actions.*.active'           => [new IsBoolean()],
             'strict'                     => [new IsBoolean()],

app/Api/V1/Requests/Models/Rule/TestRequest.php

@@ -54,17 +54,13 @@ class TestRequest extends FormRequest
 
     private function getDate(string $field): ?Carbon
     {
-        $value  = $this->query($field);
+        $value = $this->query($field);
         if (is_array($value)) {
             return null;
         }
-        $value  = (string)$value;
-        $result = null === $this->query($field) ? null : Carbon::createFromFormat('Y-m-d', substr($value, 0, 10));
-        if (false === $result) {
-            return null;
-        }
+        $value = (string)$value;
 
-        return $result;
+        return null === $this->query($field) ? null : Carbon::createFromFormat('Y-m-d', substr($value, 0, 10));
     }
 
     private function getAccounts(): array

app/Api/V1/Requests/Models/Rule/TriggerRequest.php

@@ -48,17 +48,13 @@ class TriggerRequest extends FormRequest
 
     private function getDate(string $field): ?Carbon
     {
-        $value  = $this->query($field);
+        $value = $this->query($field);
         if (is_array($value)) {
             return null;
         }
-        $value  = (string)$value;
-        $result = null === $this->query($field) ? null : Carbon::createFromFormat('Y-m-d', substr($value, 0, 10));
-        if (false === $result) {
-            return null;
-        }
+        $value = (string)$value;
 
-        return $result;
+        return null === $this->query($field) ? null : Carbon::createFromFormat('Y-m-d', substr($value, 0, 10));
     }
 
     private function getAccounts(): array

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

@@ -25,6 +25,7 @@ namespace FireflyIII\Api\V1\Requests\Models\Rule;
 
 use FireflyIII\Models\Rule;
 use FireflyIII\Rules\IsBoolean;
+use FireflyIII\Rules\IsValidActionExpression;
 use FireflyIII\Support\Request\ChecksLogin;
 use FireflyIII\Support\Request\ConvertsDataTypes;
 use FireflyIII\Support\Request\GetRuleConfiguration;
@@ -80,10 +81,12 @@ class UpdateRequest extends FormRequest
         if (is_array($triggers)) {
             foreach ($triggers as $trigger) {
                 $active         = array_key_exists('active', $trigger) ? $trigger['active'] : true;
+                $prohibited     = array_key_exists('prohibited', $trigger) ? $trigger['prohibited'] : false;
                 $stopProcessing = array_key_exists('stop_processing', $trigger) ? $trigger['stop_processing'] : false;
                 $return[]       = [
                     'type'            => $trigger['type'],
                     'value'           => $trigger['value'],
+                    'prohibited'      => $prohibited,
                     'active'          => $active,
                     'stop_processing' => $stopProcessing,
                 ];
@@ -140,7 +143,7 @@ class UpdateRequest extends FormRequest
             'triggers.*.stop_processing' => [new IsBoolean()],
             'triggers.*.active'          => [new IsBoolean()],
             'actions.*.type'             => 'required|in:'.implode(',', $validActions),
-            'actions.*.value'            => 'required_if:actions.*.type,'.$contextActions.'|ruleActionValue',
+            'actions.*.value'            => [sprintf('required_if:actions.*.type,%s', $contextActions), new IsValidActionExpression(), 'ruleActionValue'],
             'actions.*.stop_processing'  => [new IsBoolean()],
             'actions.*.active'           => [new IsBoolean()],
             'strict'                     => [new IsBoolean()],

app/Api/V1/Requests/Models/Rule/ValidateExpressionRequest.php

@@ -1,8 +1,8 @@
 <?php
 
 /**
- * auth.php
- * Copyright (c) 2019 james@firefly-iii.org
+ * ValidateExpressionRequest.php
+ * Copyright (c) 2024 Michael Thomas
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -20,11 +20,23 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-// Ignore this comment
-
 declare(strict_types=1);
 
-return [
-    'failed'   => 'These credentials do not match our records.',
-    'throttle' => 'Too many login attempts. Please try again in :seconds seconds.',
-];
+namespace FireflyIII\Api\V1\Requests\Models\Rule;
+
+use FireflyIII\Rules\IsValidActionExpression;
+use FireflyIII\Support\Request\ChecksLogin;
+use Illuminate\Foundation\Http\FormRequest;
+
+/**
+ * Class ValidateExpressionRequest
+ */
+class ValidateExpressionRequest extends FormRequest
+{
+    use ChecksLogin;
+
+    public function rules(): array
+    {
+        return ['expression' => ['required', new IsValidActionExpression()]];
+    }
+}

app/Api/V1/Requests/Models/RuleGroup/TestRequest.php

@@ -48,17 +48,13 @@ class TestRequest extends FormRequest
 
     private function getDate(string $field): ?Carbon
     {
-        $value  = $this->query($field);
+        $value = $this->query($field);
         if (is_array($value)) {
             return null;
         }
-        $value  = (string)$value;
-        $result = null === $this->query($field) ? null : Carbon::createFromFormat('Y-m-d', substr($value, 0, 10));
-        if (false === $result) {
-            return null;
-        }
+        $value = (string)$value;
 
-        return $result;
+        return null === $this->query($field) ? null : Carbon::createFromFormat('Y-m-d', substr($value, 0, 10));
     }
 
     private function getAccounts(): array

app/Api/V1/Requests/Models/RuleGroup/TriggerRequest.php

@@ -48,17 +48,13 @@ class TriggerRequest extends FormRequest
 
     private function getDate(string $field): ?Carbon
     {
-        $value  = $this->query($field);
+        $value = $this->query($field);
         if (is_array($value)) {
             return null;
         }
-        $value  = (string)$value;
-        $result = null === $this->query($field) ? null : Carbon::createFromFormat('Y-m-d', substr($value, 0, 10));
-        if (false === $result) {
-            return null;
-        }
+        $value = (string)$value;
 
-        return $result;
+        return null === $this->query($field) ? null : Carbon::createFromFormat('Y-m-d', substr($value, 0, 10));
     }
 
     private function getAccounts(): array

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

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

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

@@ -28,22 +28,21 @@ use FireflyIII\Api\V2\Controllers\Controller;
 use FireflyIII\Api\V2\Request\Autocomplete\AutocompleteRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
-use FireflyIII\Repositories\Account\AccountRepositoryInterface;
-use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface as AdminAccountRepositoryInterface;
-use FireflyIII\Support\Http\Api\AccountFilter;
+use FireflyIII\Models\AccountBalance;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Http\Api\ExchangeRateConverter;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class AccountController
  */
 class AccountController extends Controller
 {
-    use AccountFilter;
-
-    private AdminAccountRepositoryInterface $adminRepository;
-    private array                           $balanceTypes;
-    private AccountRepositoryInterface      $repository;
+    private AccountRepositoryInterface $repository;
+    private TransactionCurrency        $default;
+    private ExchangeRateConverter      $converter;
 
     /**
      * AccountController constructor.
@@ -53,83 +52,88 @@ class AccountController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                $this->repository      = app(AccountRepositoryInterface::class);
-                $this->adminRepository = app(AdminAccountRepositoryInterface::class);
-
-                $userGroup             = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->adminRepository->setUserGroup($userGroup);
-                }
+                $userGroup        = $this->validateUserGroup($request);
+                $this->repository = app(AccountRepositoryInterface::class);
+                $this->repository->setUserGroup($userGroup);
+                $this->default    = app('amount')->getDefaultCurrency();
+                $this->converter  = app(ExchangeRateConverter::class);
 
                 return $next($request);
             }
         );
-        $this->balanceTypes = [AccountType::ASSET, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE];
     }
 
     /**
-     * Documentation for this endpoint:
-     * TODO list of checks
-     * 1. use dates from ParameterBag
-     * 2. Request validates dates
-     * 3. Request includes user_group_id
-     * 4. Endpoint is documented.
-     * 5. Collector uses user_group_id
-     *
-     * @throws FireflyException
-     * @throws FireflyException
+     * Documentation: https://api-docs.firefly-iii.org/?urls.primaryName=2.1.0%20(v2)#/autocomplete/getAccountsAC
      */
     public function accounts(AutocompleteRequest $request): JsonResponse
     {
-        $data            = $request->getData();
-        $types           = $data['types'];
-        $query           = $data['query'];
-        $date            = $this->parameters->get('date') ?? today(config('app.timezone'));
-        $result          = $this->adminRepository->searchAccount((string)$query, $types, $data['limit']);
-        $defaultCurrency = app('amount')->getDefaultCurrency();
-        $groupedResult   = [];
-        $allItems        = [];
+        $queryParameters = $request->getParameters();
+        $result          = $this->repository->searchAccount($queryParameters['query'], $queryParameters['account_types'], $queryParameters['size']);
+        $return          = [];
 
         /** @var Account $account */
         foreach ($result as $account) {
-            $nameWithBalance = $account->name;
-            $currency        = $this->repository->getAccountCurrency($account) ?? $defaultCurrency;
-
-            if (in_array($account->accountType->type, $this->balanceTypes, true)) {
-                $balance         = app('steam')->balance($account, $date);
-                $nameWithBalance = sprintf('%s (%s)', $account->name, app('amount')->formatAnything($currency, $balance, false));
-            }
-            $type            = (string)trans(sprintf('firefly.%s', $account->accountType->type));
-            $groupedResult[$type] ??= [
-                'group ' => $type,
-                'items'  => [],
-            ];
-            $allItems[]      = [
-                'id'                      => (string)$account->id,
-                'value'                   => (string)$account->id,
-                'name'                    => $account->name,
-                'name_with_balance'       => $nameWithBalance,
-                'label'                   => $nameWithBalance,
-                'type'                    => $account->accountType->type,
-                'currency_id'             => (string)$currency->id,
-                'currency_name'           => $currency->name,
-                'currency_code'           => $currency->code,
-                'currency_symbol'         => $currency->symbol,
-                'currency_decimal_places' => $currency->decimal_places,
-            ];
+            $return[] = $this->parseAccount($account);
         }
 
-        usort(
-            $allItems,
-            static function (array $left, array $right): int {
-                $order    = [AccountType::ASSET, AccountType::REVENUE, AccountType::EXPENSE];
-                $posLeft  = (int)array_search($left['type'], $order, true);
-                $posRight = (int)array_search($right['type'], $order, true);
+        return response()->json($return);
+    }
 
-                return $posLeft - $posRight;
+    private function parseAccount(Account $account): array
+    {
+        $currency = $this->repository->getAccountCurrency($account);
+
+        return [
+            'id'    => (string) $account->id,
+            'title' => $account->name,
+            'meta'  => [
+                'type'                    => $account->accountType->type,
+                'currency_id'             => null === $currency ? null : (string) $currency->id,
+                'currency_code'           => $currency?->code,
+                'currency_symbol'         => $currency?->symbol,
+                'currency_decimal_places' => $currency?->decimal_places,
+                'account_balances'        => $this->getAccountBalances($account),
+            ],
+        ];
+    }
+
+    private function getAccountBalances(Account $account): array
+    {
+        $return   = [];
+        $balances = $this->repository->getAccountBalances($account);
+
+        /** @var AccountBalance $balance */
+        foreach ($balances as $balance) {
+            try {
+                $return[] = $this->parseAccountBalance($balance);
+            } catch (FireflyException $e) {
+                Log::error(sprintf('Could not parse convert account balance: %s', $e->getMessage()));
             }
-        );
+        }
 
-        return response()->json($allItems);
+        return $return;
+    }
+
+    /**
+     * @throws FireflyException
+     */
+    private function parseAccountBalance(AccountBalance $balance): array
+    {
+        $currency = $balance->transactionCurrency;
+
+        return [
+            'title'                          => $balance->title,
+            'native_amount'                  => $this->converter->convert($currency, $this->default, today(), $balance->balance),
+            'amount'                         => app('steam')->bcround($balance->balance, $currency->decimal_places),
+            'currency_id'                    => (string) $currency->id,
+            'currency_code'                  => $currency->code,
+            'currency_symbol'                => $currency->symbol,
+            'currency_decimal_places'        => $currency->decimal_places,
+            'native_currency_id'             => (string) $this->default->id,
+            'native_currency_code'           => $this->default->code,
+            'native_currency_symbol'         => $this->default->symbol,
+            'native_currency_decimal_places' => $this->default->decimal_places,
+        ];
     }
 }

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

@@ -45,11 +45,7 @@ class CategoryController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->repository = app(CategoryRepositoryInterface::class);
-
-                $userGroup        = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->repository->setUserGroup($userGroup);
-                }
+                $this->repository->setUserGroup($this->validateUserGroup($request));
 
                 return $next($request);
             }
@@ -57,23 +53,18 @@ class CategoryController extends Controller
     }
 
     /**
-     *  Documentation for this endpoint:
-     *  TODO list of checks
-     *  1. use dates from ParameterBag
-     *  2. Request validates dates
-     *  3. Request includes user_group_id
-     *  4. Endpoint is documented.
-     *  5. Collector uses user_group_id
+     * Documentation: https://api-docs.firefly-iii.org/?urls.primaryName=2.1.0%20(v2)#/autocomplete/getCategoriesAC
      */
     public function categories(AutocompleteRequest $request): JsonResponse
     {
-        $data     = $request->getData();
-        $result   = $this->repository->searchCategory($data['query'], $this->parameters->get('limit'));
-        $filtered = $result->map(
+        $queryParameters = $request->getParameters();
+        $result          = $this->repository->searchCategory($queryParameters['query'], $queryParameters['size']);
+        $filtered        = $result->map(
             static function (Category $item) {
                 return [
-                    'id'   => (string)$item->id,
-                    'name' => $item->name,
+                    'id'    => (string)$item->id,
+                    'title' => $item->name,
+                    'meta'  => [],
                 ];
             }
         );

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

@@ -45,11 +45,7 @@ class TagController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->repository = app(TagRepositoryInterface::class);
-
-                $userGroup        = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->repository->setUserGroup($userGroup);
-                }
+                $this->repository->setUserGroup($this->validateUserGroup($request));
 
                 return $next($request);
             }
@@ -57,25 +53,20 @@ class TagController extends Controller
     }
 
     /**
-     *  Documentation for this endpoint:
-     *  TODO list of checks
-     *  1. use dates from ParameterBag
-     *  2. Request validates dates
-     *  3. Request includes user_group_id
-     *  4. Endpoint is documented.
-     *  5. Collector uses user_group_id
+     * Documentation: https://api-docs.firefly-iii.org/?urls.primaryName=2.1.0%20(v2)#/autocomplete/getTagsAC
      */
     public function tags(AutocompleteRequest $request): JsonResponse
     {
-        $data     = $request->getData();
-        $result   = $this->repository->searchTag($data['query'], $data['limit']);
-        $filtered = $result->map(
+        $queryParameters = $request->getParameters();
+        $result          = $this->repository->searchTag($queryParameters['query'], $queryParameters['size']);
+        $filtered        = $result->map(
             static function (Tag $item) {
                 return [
-                    'id'    => (string)$item->id,
-                    'name'  => $item->tag,
-                    'value' => (string)$item->id,
+                    'id'    => (string) $item->id,
+                    'title' => $item->tag,
+                    'value' => (string) $item->id,
                     'label' => $item->tag,
+                    'meta'  => [],
                 ];
             }
         );

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

@@ -45,11 +45,7 @@ class TransactionController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->repository = app(JournalRepositoryInterface::class);
-
-                $userGroup        = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->repository->setUserGroup($userGroup);
-                }
+                $this->repository->setUserGroup($this->validateUserGroup($request));
 
                 return $next($request);
             }
@@ -57,30 +53,25 @@ class TransactionController extends Controller
     }
 
     /**
-     *  Documentation for this endpoint:
-     *  TODO list of checks
-     *  1. use dates from ParameterBag
-     *  2. Request validates dates
-     *  3. Request includes user_group_id
-     *  4. Endpoint is documented.
-     *  5. Collector uses user_group_id
+     * Documentation: https://api-docs.firefly-iii.org/?urls.primaryName=2.1.0%20(v2)#/autocomplete/getTransactionsAC
      */
     public function transactionDescriptions(AutocompleteRequest $request): JsonResponse
     {
-        $data     = $request->getData();
-        $result   = $this->repository->searchJournalDescriptions($data['query'], $data['limit']);
+        $queryParameters = $request->getParameters();
+        $result          = $this->repository->searchJournalDescriptions($queryParameters['query'], $queryParameters['size']);
 
         // limit and unique
-        $filtered = $result->unique('description');
-        $array    = [];
+        $filtered        = $result->unique('description');
+        $array           = [];
 
         /** @var TransactionJournal $journal */
         foreach ($filtered as $journal) {
             $array[] = [
-                'id'                   => (string)$journal->id,
-                'transaction_group_id' => (string)$journal->transaction_group_id,
-                'name'                 => $journal->description,
-                'description'          => $journal->description,
+                'id'    => (string) $journal->id,
+                'title' => $journal->description,
+                'meta'  => [
+                    'transaction_group_id' => (string) $journal->transaction_group_id,
+                ],
             ];
         }
 

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

@@ -24,18 +24,17 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V2\Controllers\Chart;
 
-use Carbon\Carbon;
 use FireflyIII\Api\V2\Controllers\Controller;
-use FireflyIII\Api\V2\Request\Chart\DashboardChartRequest;
+use FireflyIII\Api\V2\Request\Chart\ChartRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Chart\ChartData;
 use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use Illuminate\Http\JsonResponse;
-use Illuminate\Support\Collection;
 
 /**
  * Class AccountController
@@ -43,9 +42,12 @@ use Illuminate\Support\Collection;
 class AccountController extends Controller
 {
     use CleansChartData;
+    use CollectsAccountsFromFilter;
     use ValidatesUserGroupTrait;
 
     private AccountRepositoryInterface $repository;
+    private ChartData                  $chartData;
+    private TransactionCurrency        $default;
 
     public function __construct()
     {
@@ -53,10 +55,9 @@ class AccountController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->repository = app(AccountRepositoryInterface::class);
-                $userGroup        = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->repository->setUserGroup($userGroup);
-                }
+                $this->repository->setUserGroup($this->validateUserGroup($request));
+                $this->chartData  = new ChartData();
+                $this->default    = app('amount')->getDefaultCurrency();
 
                 return $next($request);
             }
@@ -64,107 +65,76 @@ class AccountController extends Controller
     }
 
     /**
-     * This endpoint is documented at
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v2)#/charts/getChartAccountOverview
-     *
-     * The native currency is the preferred currency on the page /currencies.
-     *
-     * If a transaction has foreign currency = native currency, the foreign amount will be used, no conversion
-     * will take place.
-     *
-     * TODO validate and set user_group_id from request
+     * TODO fix documentation
      *
      * @throws FireflyException
-     *
-     * @SuppressWarnings(PHPMD.UnusedFormalParameter)
      */
-    public function dashboard(DashboardChartRequest $request): JsonResponse
+    public function dashboard(ChartRequest $request): JsonResponse
     {
-        /** @var Carbon $start */
-        $start     = $this->parameters->get('start');
+        $queryParameters = $request->getParameters();
+        $accounts        = $this->getAccountList($queryParameters);
 
-        /** @var Carbon $end */
-        $end       = $this->parameters->get('end');
-        $end->endOfDay();
-
-        /** @var TransactionCurrency $default */
-        $default   = app('amount')->getDefaultCurrency();
-        $params    = $request->getAll();
-
-        /** @var Collection $accounts */
-        $accounts  = $params['accounts'];
-        $chartData = [];
-
-        // user's preferences
-        if (0 === $accounts->count()) {
-            $defaultSet = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT])->pluck('id')->toArray();
-            $frontPage  = app('preferences')->get('frontPageAccounts', $defaultSet);
-
-            if (!(is_array($frontPage->data) && count($frontPage->data) > 0)) {
-                $frontPage->data = $defaultSet;
-                $frontPage->save();
-            }
-
-            $accounts   = $this->repository->getAccountsById($frontPage->data);
-        }
-
-        // both options are overruled by "preselected"
-        if ('all' === $params['preselected']) {
-            $accounts = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
-        }
-        if ('assets' === $params['preselected']) {
-            $accounts = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT]);
-        }
-        if ('liabilities' === $params['preselected']) {
-            $accounts = $this->repository->getAccountsByType([AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
-        }
+        // move date to end of day
+        $queryParameters['start']->startOfDay();
+        $queryParameters['end']->endOfDay();
 
+        // loop each account, and collect info:
         /** @var Account $account */
         foreach ($accounts as $account) {
-            $currency          = $this->repository->getAccountCurrency($account);
-            if (null === $currency) {
-                $currency = $default;
-            }
-            $currentSet        = [
-                'label'                          => $account->name,
-                // the currency that belongs to the account.
-                'currency_id'                    => (string)$currency->id,
-                'currency_code'                  => $currency->code,
-                'currency_symbol'                => $currency->symbol,
-                'currency_decimal_places'        => $currency->decimal_places,
-
-                // the default currency of the user (could be the same!)
-                'native_currency_id'             => (string)$default->id,
-                'native_currency_code'           => $default->code,
-                'native_currency_symbol'         => $default->symbol,
-                'native_currency_decimal_places' => $default->decimal_places,
-                'start'                          => $start->toAtomString(),
-                'end'                            => $end->toAtomString(),
-                'period'                         => '1D',
-                'entries'                        => [],
-                'native_entries'                 => [],
-            ];
-            $currentStart      = clone $start;
-            $range             = app('steam')->balanceInRange($account, $start, clone $end, $currency);
-            $rangeConverted    = app('steam')->balanceInRangeConverted($account, $start, clone $end, $default);
-
-            $previous          = array_values($range)[0];
-            $previousConverted = array_values($rangeConverted)[0];
-            while ($currentStart <= $end) {
-                $format                               = $currentStart->format('Y-m-d');
-                $label                                = $currentStart->toAtomString();
-                $balance                              = array_key_exists($format, $range) ? $range[$format] : $previous;
-                $balanceConverted                     = array_key_exists($format, $rangeConverted) ? $rangeConverted[$format] : $previousConverted;
-                $previous                             = $balance;
-                $previousConverted                    = $balanceConverted;
-
-                $currentStart->addDay();
-                $currentSet['entries'][$label]        = $balance;
-                $currentSet['native_entries'][$label] = $balanceConverted;
-            }
-            $chartData[]       = $currentSet;
+            $this->renderAccountData($queryParameters, $account);
         }
 
-        return response()->json($this->clean($chartData));
+        return response()->json($this->chartData->render());
+    }
+
+    /**
+     * @throws FireflyException
+     */
+    private function renderAccountData(array $params, Account $account): void
+    {
+        $currency          = $this->repository->getAccountCurrency($account);
+        if (null === $currency) {
+            $currency = $this->default;
+        }
+        $currentSet        = [
+            'label'                          => $account->name,
+
+            // the currency that belongs to the account.
+            'currency_id'                    => (string) $currency->id,
+            'currency_code'                  => $currency->code,
+            'currency_symbol'                => $currency->symbol,
+            'currency_decimal_places'        => $currency->decimal_places,
+
+            // the default currency of the user (could be the same!)
+            'native_currency_id'             => (string) $this->default->id,
+            'native_currency_code'           => $this->default->code,
+            'native_currency_symbol'         => $this->default->symbol,
+            'native_currency_decimal_places' => $this->default->decimal_places,
+            'date'                           => $params['start']->toAtomString(),
+            'start'                          => $params['start']->toAtomString(),
+            'end'                            => $params['end']->toAtomString(),
+            'period'                         => '1D',
+            'entries'                        => [],
+            'native_entries'                 => [],
+        ];
+        $currentStart      = clone $params['start'];
+        $range             = app('steam')->balanceInRange($account, $params['start'], clone $params['end'], $currency);
+        $rangeConverted    = app('steam')->balanceInRangeConverted($account, $params['start'], clone $params['end'], $this->default);
+
+        $previous          = array_values($range)[0];
+        $previousConverted = array_values($rangeConverted)[0];
+        while ($currentStart <= $params['end']) {
+            $format                               = $currentStart->format('Y-m-d');
+            $label                                = $currentStart->toAtomString();
+            $balance                              = array_key_exists($format, $range) ? $range[$format] : $previous;
+            $balanceConverted                     = array_key_exists($format, $rangeConverted) ? $rangeConverted[$format] : $previousConverted;
+            $previous                             = $balance;
+            $previousConverted                    = $balanceConverted;
+
+            $currentStart->addDay();
+            $currentSet['entries'][$label]        = $balance;
+            $currentSet['native_entries'][$label] = $balanceConverted;
+        }
+        $this->chartData->add($currentSet);
     }
 }

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

@@ -24,17 +24,18 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V2\Controllers\Chart;
 
-use Carbon\Carbon;
 use FireflyIII\Api\V2\Controllers\Controller;
-use FireflyIII\Api\V2\Request\Chart\BalanceChartRequest;
+use FireflyIII\Api\V2\Request\Chart\ChartRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Models\TransactionType;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Chart\ChartData;
 use FireflyIII\Support\Http\Api\AccountBalanceGrouped;
 use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
 use Illuminate\Http\JsonResponse;
-use Illuminate\Support\Collection;
 
 /**
  * Class BalanceController
@@ -42,6 +43,30 @@ use Illuminate\Support\Collection;
 class BalanceController extends Controller
 {
     use CleansChartData;
+    use CollectsAccountsFromFilter;
+
+    private AccountRepositoryInterface $repository;
+    private GroupCollectorInterface    $collector;
+    private ChartData                  $chartData;
+    private TransactionCurrency        $default;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(AccountRepositoryInterface::class);
+                $this->collector  = app(GroupCollectorInterface::class);
+                $userGroup        = $this->validateUserGroup($request);
+                $this->repository->setUserGroup($userGroup);
+                $this->collector->setUserGroup($userGroup);
+                $this->chartData  = new ChartData();
+                $this->default    = app('amount')->getDefaultCurrency();
+
+                return $next($request);
+            }
+        );
+    }
 
     /**
      * The code is practically a duplicate of ReportController::operations.
@@ -52,50 +77,43 @@ class BalanceController extends Controller
      * If the transaction being processed is already in native currency OR if the
      * foreign amount is in the native currency, the amount will not be converted.
      *
-     * TODO validate and set user_group_id
-     * TODO collector set group, not user
-     *
      * @throws FireflyException
      */
-    public function balance(BalanceChartRequest $request): JsonResponse
+    public function balance(ChartRequest $request): JsonResponse
     {
-        $params         = $request->getAll();
+        $queryParameters = $request->getParameters();
+        $accounts        = $this->getAccountList($queryParameters);
 
-        /** @var Carbon $start */
-        $start          = $this->parameters->get('start');
-
-        /** @var Carbon $end */
-        $end            = $this->parameters->get('end');
-        $end->endOfDay();
-
-        /** @var Collection $accounts */
-        $accounts       = $params['accounts'];
-
-        /** @var string $preferredRange */
-        $preferredRange = $params['period'];
+        // move date to end of day
+        $queryParameters['start']->startOfDay();
+        $queryParameters['end']->endOfDay();
 
         // prepare for currency conversion and data collection:
         /** @var TransactionCurrency $default */
-        $default        = app('amount')->getDefaultCurrency();
+        $default         = app('amount')->getDefaultCurrency();
 
         // get journals for entire period:
-        /** @var GroupCollectorInterface $collector */
-        $collector      = app(GroupCollectorInterface::class);
-        $collector->setRange($start, $end)->withAccountInformation();
-        $collector->setXorAccounts($accounts);
-        $collector->setTypes([TransactionType::WITHDRAWAL, TransactionType::DEPOSIT, TransactionType::RECONCILIATION, TransactionType::TRANSFER]);
-        $journals       = $collector->getExtractedJournals();
 
-        $object         = new AccountBalanceGrouped();
-        $object->setPreferredRange($preferredRange);
+        $this->collector->setRange($queryParameters['start'], $queryParameters['end'])
+            ->withAccountInformation()
+            ->setXorAccounts($accounts)
+            ->setTypes([TransactionType::WITHDRAWAL, TransactionType::DEPOSIT, TransactionType::RECONCILIATION, TransactionType::TRANSFER])
+        ;
+        $journals        = $this->collector->getExtractedJournals();
+
+        $object          = new AccountBalanceGrouped();
+        $object->setPreferredRange($queryParameters['period']);
         $object->setDefault($default);
         $object->setAccounts($accounts);
         $object->setJournals($journals);
-        $object->setStart($start);
-        $object->setEnd($end);
+        $object->setStart($queryParameters['start']);
+        $object->setEnd($queryParameters['end']);
         $object->groupByCurrencyAndPeriod();
-        $chartData      = $object->convertToChartData();
+        $data            = $object->convertToChartData();
+        foreach ($data as $entry) {
+            $this->chartData->add($entry);
+        }
 
-        return response()->json($this->clean($chartData));
+        return response()->json($this->chartData->render());
     }
 }

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

@@ -64,12 +64,9 @@ class BudgetController extends Controller
                 $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);
 
                 return $next($request);
             }
@@ -124,11 +121,11 @@ class BudgetController extends Controller
         foreach ($rows as $row) {
             $current  = [
                 'label'                          => $budget->name,
-                'currency_id'                    => (string)$row['currency_id'],
+                '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_id'             => (string) $row['native_currency_id'],
                 'native_currency_code'           => $row['native_currency_code'],
                 'native_currency_name'           => $row['native_currency_name'],
                 'native_currency_decimal_places' => $row['native_currency_decimal_places'],
@@ -189,12 +186,12 @@ class BudgetController extends Controller
         foreach ($array as $currencyId => $block) {
             $this->currencies[$currencyId] ??= TransactionCurrency::find($currencyId);
             $return[$currencyId]           ??= [
-                'currency_id'                    => (string)$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,
+                '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,

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

@@ -57,10 +57,7 @@ class CategoryController extends Controller
             function ($request, $next) {
                 $this->accountRepos  = app(AccountRepositoryInterface::class);
                 $this->currencyRepos = app(CurrencyRepositoryInterface::class);
-                $userGroup           = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->accountRepos->setUserGroup($userGroup);
-                }
+                $this->accountRepos->setUserGroup($this->validateUserGroup($request));
 
                 return $next($request);
             }
@@ -100,25 +97,25 @@ class CategoryController extends Controller
 
         /** @var array $journal */
         foreach ($journals as $journal) {
-            $currencyId                    = (int)$journal['currency_id'];
+            $currencyId                    = (int) $journal['currency_id'];
             $currency                      = $currencies[$currencyId] ?? $this->currencyRepos->find($currencyId);
             $currencies[$currencyId]       = $currency;
-            $categoryName                  = null === $journal['category_name'] ? (string)trans('firefly.no_category') : $journal['category_name'];
+            $categoryName                  = null === $journal['category_name'] ? (string) trans('firefly.no_category') : $journal['category_name'];
             $amount                        = app('steam')->positive($journal['amount']);
             $nativeAmount                  = $converter->convert($default, $currency, $journal['date'], $amount);
             $key                           = sprintf('%s-%s', $categoryName, $currency->code);
-            if ((int)$journal['foreign_currency_id'] === $default->id) {
+            if ((int) $journal['foreign_currency_id'] === $default->id) {
                 $nativeAmount = app('steam')->positive($journal['foreign_amount']);
             }
             // create arrays
             $return[$key] ??= [
                 'label'                          => $categoryName,
-                'currency_id'                    => (string)$currency->id,
+                'currency_id'                    => (string) $currency->id,
                 'currency_code'                  => $currency->code,
                 'currency_name'                  => $currency->name,
                 'currency_symbol'                => $currency->symbol,
                 'currency_decimal_places'        => $currency->decimal_places,
-                'native_currency_id'             => (string)$default->id,
+                'native_currency_id'             => (string) $default->id,
                 'native_currency_code'           => $default->code,
                 'native_currency_name'           => $default->name,
                 'native_currency_symbol'         => $default->symbol,
@@ -138,7 +135,7 @@ class CategoryController extends Controller
 
         // order by native amount
         usort($return, static function (array $a, array $b) {
-            return (float)$a['native_amount'] < (float)$b['native_amount'] ? 1 : -1;
+            return (float) $a['native_amount'] < (float) $b['native_amount'] ? 1 : -1;
         });
         $converter->summarize();
 

app/Api/V2/Controllers/Controller.php

@@ -27,6 +27,7 @@ namespace FireflyIII\Api\V2\Controllers;
 use Carbon\Carbon;
 use Carbon\Exceptions\InvalidDateException;
 use Carbon\Exceptions\InvalidFormatException;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use FireflyIII\Transformers\V2\AbstractTransformer;
 use Illuminate\Database\Eloquent\Model;
@@ -55,6 +56,7 @@ class Controller extends BaseController
 
     protected const string CONTENT_TYPE = 'application/vnd.api+json';
     protected ParameterBag $parameters;
+    protected array $acceptedRoles      = [UserRoleEnum::READ_ONLY];
 
     public function __construct()
     {
@@ -120,6 +122,9 @@ class Controller extends BaseController
                     $obj = null;
                 }
             }
+            if (null !== $date && 'end' === $field) {
+                $obj->endOfDay();
+            }
             $bag->set($field, $obj);
         }
 
@@ -152,13 +157,17 @@ class Controller extends BaseController
     {
         $manager  = new Manager();
         $baseUrl  = request()->getSchemeAndHttpHost().'/api/v2';
+
+        // 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.
-        $transformer->collectMetaData($objects);
+        $objects  = $transformer->collectMetaData($objects);
+        $paginator->setCollection($objects);
 
         $resource = new FractalCollection($objects, $transformer, $key);
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));

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

@@ -0,0 +1,97 @@
+<?php
+/*
+ * IndexController.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V2\Controllers\Model\Account;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\Model\Account\IndexRequest;
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Transformers\V2\AccountTransformer;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Pagination\LengthAwarePaginator;
+use Illuminate\Support\Facades\Log;
+
+class IndexController extends Controller
+{
+    public const string RESOURCE_KEY                  = 'accounts';
+
+    private AccountRepositoryInterface $repository;
+    protected array                    $acceptedRoles = [UserRoleEnum::READ_ONLY, UserRoleEnum::MANAGE_TRANSACTIONS];
+
+    /**
+     * AccountController constructor.
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(AccountRepositoryInterface::class);
+                // new way of user group validation
+                $userGroup        = $this->validateUserGroup($request);
+                $this->repository->setUserGroup($userGroup);
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * TODO the sort instructions need proper repeatable documentation.
+     * TODO see autocomplete/account controller for list.
+     */
+    public function index(IndexRequest $request): JsonResponse
+    {
+        $this->repository->resetAccountOrder();
+        $types             = $request->getAccountTypes();
+        $sorting           = $request->getSortInstructions('accounts');
+        $filters           = $request->getFilterInstructions('accounts');
+        $accounts          = $this->repository->getAccountsByType($types, $sorting, $filters);
+        $pageSize          = $this->parameters->get('limit');
+        $count             = $accounts->count();
+
+        // depending on the sort parameters, this list must not be split, because the
+        // order is calculated in the account transformer and by that time it's too late.
+        $first             = array_key_first($sorting);
+        $disablePagination = in_array($first, ['last_activity', 'balance', 'balance_difference'], true);
+        Log::debug(sprintf('Will disable pagination in account index v2? %s', var_export($disablePagination, true)));
+        if (!$disablePagination) {
+            $accounts = $accounts->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+        }
+        $paginator         = new LengthAwarePaginator($accounts, $count, $pageSize, $this->parameters->get('page'));
+        $transformer       = new AccountTransformer();
+
+        $this->parameters->set('disablePagination', $disablePagination);
+        $this->parameters->set('pageSize', $pageSize);
+        $this->parameters->set('sort', $sorting);
+
+        $this->parameters->set('filters', $filters);
+        $transformer->setParameters($this->parameters); // give params to transformer
+
+        return response()
+            ->json($this->jsonApiList('accounts', $paginator, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE)
+        ;
+    }
+}

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

@@ -25,7 +25,9 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V2\Controllers\Model\Account;
 
 use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\Account;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
 use FireflyIII\Transformers\V2\AccountTransformer;
 use Illuminate\Http\JsonResponse;
 
@@ -36,6 +38,29 @@ use Illuminate\Http\JsonResponse;
  */
 class ShowController extends Controller
 {
+    public const string RESOURCE_KEY                  = 'accounts';
+
+    private AccountRepositoryInterface $repository;
+    protected array                    $acceptedRoles = [UserRoleEnum::READ_ONLY, UserRoleEnum::MANAGE_TRANSACTIONS];
+
+    /**
+     * AccountController constructor.
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(AccountRepositoryInterface::class);
+                // new way of user group validation
+                $userGroup        = $this->validateUserGroup($request);
+                $this->repository->setUserGroup($userGroup);
+
+                return $next($request);
+            }
+        );
+    }
+
     /**
      * TODO this endpoint is not yet reachable.
      */

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

@@ -0,0 +1,75 @@
+<?php
+/*
+ * UpdateController.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V2\Controllers\Model\Account;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\Model\Account\UpdateRequest;
+use FireflyIII\Models\Account;
+use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
+use FireflyIII\Transformers\V2\AccountTransformer;
+use Illuminate\Http\JsonResponse;
+
+class UpdateController extends Controller
+{
+    public const string RESOURCE_KEY = 'accounts';
+
+    private AccountRepositoryInterface $repository;
+
+    /**
+     * AccountController constructor.
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(AccountRepositoryInterface::class);
+                $this->repository->setUserGroup($this->validateUserGroup($request));
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * TODO this endpoint is not yet reachable.
+     */
+    public function update(UpdateRequest $request, Account $account): JsonResponse
+    {
+        app('log')->debug(sprintf('Now in %s', __METHOD__));
+        $data         = $request->getUpdateData();
+        $data['type'] = config('firefly.shortNamesByFullName.'.$account->accountType->type);
+        $account      = $this->repository->update($account, $data);
+        $account->refresh();
+        app('preferences')->mark();
+
+        $transformer  = new AccountTransformer();
+        $transformer->setParameters($this->parameters);
+
+        return response()
+            ->api($this->jsonApiObject('accounts', $account, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE)
+        ;
+    }
+}

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

@@ -46,12 +46,7 @@ class IndexController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->repository = app(BillRepositoryInterface::class);
-
-                // new way of user group validation
-                $userGroup        = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->repository->setUserGroup($userGroup);
-                }
+                $this->repository->setUserGroup($this->validateUserGroup($request));
 
                 return $next($request);
             }

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

@@ -46,12 +46,7 @@ class ShowController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->repository = app(BillRepositoryInterface::class);
-
-                // new way of user group validation
-                $userGroup        = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->repository->setUserGroup($userGroup);
-                }
+                $this->repository->setUserGroup($this->validateUserGroup($request));
 
                 return $next($request);
             }

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

@@ -45,11 +45,7 @@ class SumController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->repository = app(BillRepositoryInterface::class);
-
-                $userGroup        = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->repository->setUserGroup($userGroup);
-                }
+                $this->repository->setUserGroup($this->validateUserGroup($request));
 
                 return $next($request);
             }

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

@@ -46,11 +46,7 @@ class IndexController extends Controller
         $this->middleware(
             function ($request, $next) {
                 $this->repository = app(PiggyBankRepositoryInterface::class);
-
-                $userGroup        = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->repository->setUserGroup($userGroup);
-                }
+                $this->repository->setUserGroup($this->validateUserGroup($request));
 
                 return $next($request);
             }

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

@@ -77,13 +77,11 @@ class BasicController extends Controller
                 $this->opsRepository     = app(OperationsRepositoryInterface::class);
 
                 $userGroup               = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->abRepository->setUserGroup($userGroup);
-                    $this->accountRepository->setUserGroup($userGroup);
-                    $this->billRepository->setUserGroup($userGroup);
-                    $this->budgetRepository->setUserGroup($userGroup);
-                    $this->opsRepository->setUserGroup($userGroup);
-                }
+                $this->abRepository->setUserGroup($userGroup);
+                $this->accountRepository->setUserGroup($userGroup);
+                $this->billRepository->setUserGroup($userGroup);
+                $this->budgetRepository->setUserGroup($userGroup);
+                $this->opsRepository->setUserGroup($userGroup);
 
                 return $next($request);
             }
@@ -298,7 +296,7 @@ class BasicController extends Controller
             app('log')->debug(sprintf('Amount left is %s', $left));
 
             // how much left per day?
-            $days                    = $today->diffInDays($end) + 1;
+            $days                    = (int)$today->diffInDays($end, true) + 1;
             $perDay                  = '0';
             $perDayNative            = '0';
             if (0 !== $days && bccomp($left, '0') > -1) {

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

@@ -52,10 +52,8 @@ class NetWorthController extends Controller
                 $this->repository = app(AccountRepositoryInterface::class);
                 // new way of user group validation
                 $userGroup        = $this->validateUserGroup($request);
-                if (null !== $userGroup) {
-                    $this->netWorth->setUserGroup($userGroup);
-                    $this->repository->setUserGroup($userGroup);
-                }
+                $this->netWorth->setUserGroup($userGroup);
+                $this->repository->setUserGroup($userGroup);
 
                 return $next($request);
             }

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

@@ -35,6 +35,47 @@ use Illuminate\Http\JsonResponse;
  */
 class TransactionController extends Controller
 {
+    public function infiniteList(InfiniteListRequest $request): JsonResponse
+    {
+        // get sort instructions
+        $instructions = $request->getSortInstructions('transactions');
+
+        // collect transactions:
+        /** @var GroupCollectorInterface $collector */
+        $collector    = app(GroupCollectorInterface::class);
+        $collector->setUserGroup(auth()->user()->userGroup)
+            ->withAPIInformation()
+            ->setStartRow($request->getStartRow())
+            ->setEndRow($request->getEndRow())
+            ->setTypes($request->getTransactionTypes())
+            ->setSorting($instructions)
+        ;
+
+        $start        = $this->parameters->get('start');
+        $end          = $this->parameters->get('end');
+        if (null !== $start) {
+            $collector->setStart($start);
+        }
+        if (null !== $end) {
+            $collector->setEnd($end);
+        }
+
+        $paginator    = $collector->getPaginatedGroups();
+        $params       = $request->buildParams();
+        $paginator->setPath(
+            sprintf(
+                '%s?%s',
+                route('api.v2.infinite.transactions.list'),
+                $params
+            )
+        );
+
+        return response()
+            ->json($this->jsonApiList('transactions', $paginator, new TransactionGroupTransformer()))
+            ->header('Content-Type', self::CONTENT_TYPE)
+        ;
+    }
+
     public function list(ListRequest $request): JsonResponse
     {
         // collect transactions:
@@ -75,45 +116,4 @@ class TransactionController extends Controller
             ->header('Content-Type', self::CONTENT_TYPE)
         ;
     }
-
-    public function infiniteList(InfiniteListRequest $request): JsonResponse
-    {
-        // get sort instructions
-        $instructions = $request->getSortInstructions();
-
-        // collect transactions:
-        /** @var GroupCollectorInterface $collector */
-        $collector    = app(GroupCollectorInterface::class);
-        $collector->setUserGroup(auth()->user()->userGroup)
-            ->withAPIInformation()
-            ->setStartRow($request->getStartRow())
-            ->setEndRow($request->getEndRow())
-            ->setTypes($request->getTransactionTypes())
-            ->setSorting($instructions)
-        ;
-
-        $start        = $this->parameters->get('start');
-        $end          = $this->parameters->get('end');
-        if (null !== $start) {
-            $collector->setStart($start);
-        }
-        if (null !== $end) {
-            $collector->setEnd($end);
-        }
-
-        $paginator    = $collector->getPaginatedGroups();
-        $params       = $request->buildParams();
-        $paginator->setPath(
-            sprintf(
-                '%s?%s',
-                route('api.v2.infinite.transactions.list'),
-                $params
-            )
-        );
-
-        return response()
-            ->json($this->jsonApiList('transactions', $paginator, new TransactionGroupTransformer()))
-            ->header('Content-Type', self::CONTENT_TYPE)
-        ;
-    }
 }

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

@@ -0,0 +1,73 @@
+<?php
+/*
+ * IndexController.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V2\Controllers\UserGroup;
+
+use FireflyIII\Api\V2\Controllers\Controller;
+use FireflyIII\Api\V2\Request\Model\Account\IndexRequest;
+use FireflyIII\Repositories\UserGroup\UserGroupRepositoryInterface;
+use FireflyIII\Transformers\V2\UserGroupTransformer;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Pagination\LengthAwarePaginator;
+
+class IndexController extends Controller
+{
+    public const string RESOURCE_KEY = 'user_groups';
+
+    private UserGroupRepositoryInterface $repository;
+
+    /**
+     * AccountController constructor.
+     */
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(UserGroupRepositoryInterface::class);
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * TODO see autocomplete/accountcontroller for list.
+     */
+    public function index(IndexRequest $request): JsonResponse
+    {
+        $administrations = $this->repository->get();
+        $pageSize        = $this->parameters->get('limit');
+        $count           = $administrations->count();
+        $administrations = $administrations->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+        $paginator       = new LengthAwarePaginator($administrations, $count, $pageSize, $this->parameters->get('page'));
+        $transformer     = new UserGroupTransformer();
+
+        $transformer->setParameters($this->parameters); // give params to transformer
+
+        return response()
+            ->json($this->jsonApiList(self::RESOURCE_KEY, $paginator, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE)
+        ;
+    }
+}

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

@@ -79,4 +79,12 @@ class UpdateController extends Controller
             ->header('Content-Type', self::CONTENT_TYPE)
         ;
     }
+
+    public function useUserGroup(UserGroup $userGroup): JsonResponse
+    {
+        // group validation is already in place, so can just update the user.
+        $this->repository->useUserGroup($userGroup);
+
+        return response()->json([], 204);
+    }
 }

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

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

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

@@ -24,6 +24,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V2\Request\Chart;
 
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use FireflyIII\Support\Request\ChecksLogin;
 use FireflyIII\Support\Request\ConvertsDataTypes;
@@ -39,6 +40,7 @@ class BalanceChartRequest extends FormRequest
     use ChecksLogin;
     use ConvertsDataTypes;
     use ValidatesUserGroupTrait;
+    protected array                    $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * Get all data from the request.

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

@@ -0,0 +1,118 @@
+<?php
+/*
+ * DashboardChartRequest.php
+ * Copyright (c) 2023 james@firefly-iii.org
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V2\Request\Chart;
+
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\JsonApi\Rules\IsValidFilter;
+use FireflyIII\Rules\IsFilterValueIn;
+use FireflyIII\Support\Http\Api\ParsesQueryFilters;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Foundation\Http\FormRequest;
+use Illuminate\Support\Facades\Log;
+use Illuminate\Validation\Validator;
+use LaravelJsonApi\Core\Query\QueryParameters;
+use LaravelJsonApi\Validation\Rule as JsonApiRule;
+
+/**
+ * Class ChartRequest
+ */
+class ChartRequest extends FormRequest
+{
+    use ChecksLogin;
+    use ConvertsDataTypes;
+    use ParsesQueryFilters;
+    use ValidatesUserGroupTrait;
+
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
+
+    public function getParameters(): array
+    {
+        $queryParameters = QueryParameters::cast($this->all());
+
+        return [
+            'start'       => $this->dateOrToday($queryParameters, 'start'),
+            'end'         => $this->dateOrToday($queryParameters, 'end'),
+            'preselected' => $this->stringFromQueryParams($queryParameters, 'preselected', 'empty'),
+            'period'      => $this->stringFromQueryParams($queryParameters, 'period', '1M'),
+            'accounts'    => $this->arrayOfStrings($queryParameters, 'accounts'),
+            // preselected heeft maar een paar toegestane waardes, dat moet ook goed gaan.
+            //            'query'         => $this->arrayOfStrings($queryParameters, 'query'),
+            //            'size'          => $this->integerFromQueryParams($queryParameters,'size', 50),
+            //            'account_types' => $this->getAccountTypeParameter($this->arrayOfStrings($queryParameters, 'account_types')),
+        ];
+        // collect accounts based on this list?
+    }
+
+    //        return [
+    //            'accounts'    => $this->getAccountList(),
+    //            'preselected' => $this->convertString('preselected'),
+    //        ];
+    //    }
+
+    /**
+     * The rules that the incoming request must be matched against.
+     */
+    public function rules(): array
+    {
+        return [
+            'fields'  => JsonApiRule::notSupported(),
+            'filter'  => ['nullable', 'array',
+                new IsValidFilter(['start', 'end', 'preselected', 'accounts']),
+                new IsFilterValueIn('preselected', config('firefly.preselected_accounts')),
+            ],
+            'include' => JsonApiRule::notSupported(),
+            'page'    => JsonApiRule::notSupported(),
+            'sort'    => JsonApiRule::notSupported(),
+        ];
+
+        //        return [
+        //            'start'       => 'required|date|after:1900-01-01|before:2099-12-31',
+        //            'end'         => 'required|date|after_or_equal:start|before:2099-12-31|after:1900-01-01',
+        //            'preselected' => sprintf('in:%s', implode(',', config('firefly.preselected_accounts'))),
+        //            'accounts.*'  => 'exists:accounts,id',
+        //        ];
+    }
+
+    public function withValidator(Validator $validator): void
+    {
+        $validator->after(
+            static function (Validator $validator): void {
+                // validate transaction query data.
+                $data = $validator->getData();
+                if (!array_key_exists('accounts', $data)) {
+                    // $validator->errors()->add('accounts', trans('validation.filled', ['attribute' => 'accounts']));
+                    return;
+                }
+                if (!is_array($data['accounts'])) {
+                    $validator->errors()->add('accounts', trans('validation.filled', ['attribute' => 'accounts']));
+                }
+            }
+        );
+        if ($validator->fails()) {
+            Log::channel('audit')->error(sprintf('Validation errors in %s', __CLASS__), $validator->errors()->toArray());
+        }
+    }
+}

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

@@ -23,6 +23,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V2\Request\Chart;
 
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use FireflyIII\Support\Request\ChecksLogin;
 use FireflyIII\Support\Request\ConvertsDataTypes;
@@ -39,6 +40,8 @@ class DashboardChartRequest extends FormRequest
     use ConvertsDataTypes;
     use ValidatesUserGroupTrait;
 
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
+
     /**
      * Get all data from the request.
      */

app/Api/V2/Request/Model/Account/IndexRequest.php

@@ -0,0 +1,70 @@
+<?php
+/*
+ * IndexRequest.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V2\Request\Model\Account;
+
+use Carbon\Carbon;
+use FireflyIII\Support\Http\Api\AccountFilter;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use FireflyIII\Support\Request\GetFilterInstructions;
+use FireflyIII\Support\Request\GetSortInstructions;
+use Illuminate\Foundation\Http\FormRequest;
+
+/**
+ * Class IndexRequest
+ *
+ * Lots of code stolen from the SingleDateRequest.
+ */
+class IndexRequest extends FormRequest
+{
+    use AccountFilter;
+    use ChecksLogin;
+    use ConvertsDataTypes;
+    use GetFilterInstructions;
+    use GetSortInstructions;
+
+    public function getAccountTypes(): array
+    {
+        $type = (string) $this->get('type', 'default');
+
+        return $this->mapAccountTypes($type);
+    }
+
+    public function getDate(): Carbon
+    {
+        return $this->getCarbonDate('date');
+    }
+
+    /**
+     * The rules that the incoming request must be matched against.
+     */
+    public function rules(): array
+    {
+        return [
+            'date'  => 'date|after:1900-01-01|before:2099-12-31',
+            'start' => 'date|after:1900-01-01|before:2099-12-31|before:end|required_with:end',
+            'end'   => 'date|after:1900-01-01|before:2099-12-31|after:start|required_with:start',
+        ];
+    }
+}

app/Api/V2/Request/Model/Account/UpdateRequest.php

@@ -0,0 +1,116 @@
+<?php
+/*
+ * UpdateRequest.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V2\Request\Model\Account;
+
+use FireflyIII\Models\Account;
+use FireflyIII\Models\Location;
+use FireflyIII\Rules\IsBoolean;
+use FireflyIII\Rules\UniqueAccountNumber;
+use FireflyIII\Rules\UniqueIban;
+use FireflyIII\Support\Request\AppendsLocationData;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Foundation\Http\FormRequest;
+
+class UpdateRequest extends FormRequest
+{
+    use AppendsLocationData;
+    use ChecksLogin;
+    use ConvertsDataTypes;
+
+    /**
+     * TODO is a duplicate of the v1 update thing.
+     */
+    public function getUpdateData(): array
+    {
+        $fields = [
+            'name'                    => ['name', 'convertString'],
+            'active'                  => ['active', 'boolean'],
+            'include_net_worth'       => ['include_net_worth', 'boolean'],
+            'account_type_name'       => ['type', 'convertString'],
+            'virtual_balance'         => ['virtual_balance', 'convertString'],
+            'iban'                    => ['iban', 'convertString'],
+            'BIC'                     => ['bic', 'convertString'],
+            'account_number'          => ['account_number', 'convertString'],
+            'account_role'            => ['account_role', 'convertString'],
+            'liability_type'          => ['liability_type', 'convertString'],
+            'opening_balance'         => ['opening_balance', 'convertString'],
+            'opening_balance_date'    => ['opening_balance_date', 'convertDateTime'],
+            'cc_type'                 => ['credit_card_type', 'convertString'],
+            'cc_monthly_payment_date' => ['monthly_payment_date', 'convertDateTime'],
+            'notes'                   => ['notes', 'stringWithNewlines'],
+            'interest'                => ['interest', 'convertString'],
+            'interest_period'         => ['interest_period', 'convertString'],
+            'order'                   => ['order', 'convertInteger'],
+            'currency_id'             => ['currency_id', 'convertInteger'],
+            'currency_code'           => ['currency_code', 'convertString'],
+            'liability_direction'     => ['liability_direction', 'convertString'],
+            'liability_amount'        => ['liability_amount', 'convertString'],
+            'liability_start_date'    => ['liability_start_date', 'date'],
+        ];
+        $data   = $this->getAllData($fields);
+
+        return $this->appendLocationData($data, null);
+    }
+
+    /**
+     * TODO is a duplicate of the v1 UpdateRequest method.
+     *
+     * The rules that the incoming request must be matched against.
+     */
+    public function rules(): array
+    {
+        /** @var Account $account */
+        $account        = $this->route()->parameter('account');
+        $accountRoles   = implode(',', config('firefly.accountRoles'));
+        $types          = implode(',', array_keys(config('firefly.subTitlesByIdentifier')));
+        $ccPaymentTypes = implode(',', array_keys(config('firefly.ccTypes')));
+
+        $rules          = [
+            'name'                 => sprintf('min:1|max:1024|uniqueAccountForUser:%d', $account->id),
+            'type'                 => sprintf('in:%s', $types),
+            'iban'                 => ['iban', 'nullable', new UniqueIban($account, $this->convertString('type'))],
+            'bic'                  => 'bic|nullable',
+            'account_number'       => ['min:1', 'max:255', 'nullable', new UniqueAccountNumber($account, $this->convertString('type'))],
+            'opening_balance'      => 'numeric|required_with:opening_balance_date|nullable',
+            'opening_balance_date' => 'date|required_with:opening_balance|nullable',
+            'virtual_balance'      => 'numeric|nullable',
+            'order'                => 'numeric|nullable',
+            'currency_id'          => 'numeric|exists:transaction_currencies,id',
+            'currency_code'        => 'min:3|max:51|exists:transaction_currencies,code',
+            'active'               => [new IsBoolean()],
+            'include_net_worth'    => [new IsBoolean()],
+            'account_role'         => sprintf('in:%s|nullable|required_if:type,asset', $accountRoles),
+            'credit_card_type'     => sprintf('in:%s|nullable|required_if:account_role,ccAsset', $ccPaymentTypes),
+            'monthly_payment_date' => 'date|nullable|required_if:account_role,ccAsset|required_if:credit_card_type,monthlyFull',
+            'liability_type'       => 'required_if:type,liability|in:loan,debt,mortgage',
+            'liability_direction'  => 'required_if:type,liability|in:credit,debit',
+            'interest'             => 'required_if:type,liability|min:0|max:100|numeric',
+            'interest_period'      => 'required_if:type,liability|in:daily,monthly,yearly',
+            'notes'                => 'min:0|max:32768',
+        ];
+
+        return Location::requestRules($rules);
+    }
+}

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

@@ -25,9 +25,11 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V2\Request\Model\Transaction;
 
 use Carbon\Carbon;
+use FireflyIII\Support\Http\Api\AccountFilter;
 use FireflyIII\Support\Http\Api\TransactionFilter;
 use FireflyIII\Support\Request\ChecksLogin;
 use FireflyIII\Support\Request\ConvertsDataTypes;
+use FireflyIII\Support\Request\GetSortInstructions;
 use Illuminate\Foundation\Http\FormRequest;
 
 /**
@@ -36,8 +38,10 @@ use Illuminate\Foundation\Http\FormRequest;
  */
 class InfiniteListRequest extends FormRequest
 {
+    use AccountFilter;
     use ChecksLogin;
     use ConvertsDataTypes;
+    use GetSortInstructions;
     use TransactionFilter;
 
     public function buildParams(): string
@@ -81,6 +85,13 @@ class InfiniteListRequest extends FormRequest
         return $this->getCarbonDate('end');
     }
 
+    public function getAccountTypes(): array
+    {
+        $type = (string)$this->get('type', 'default');
+
+        return $this->mapAccountTypes($type);
+    }
+
     public function getPage(): int
     {
         $page = $this->convertInteger('page');
@@ -88,31 +99,6 @@ class InfiniteListRequest extends FormRequest
         return 0 === $page || $page > 65536 ? 1 : $page;
     }
 
-    public function getSortInstructions(): array
-    {
-        $allowed = config('firefly.sorting.allowed.transactions');
-        $set     = $this->get('sorting', []);
-        $result  = [];
-        if (0 === count($set)) {
-            return [];
-        }
-        foreach ($set as $info) {
-            $column          = $info['column'] ?? 'NOPE';
-            $direction       = $info['direction'] ?? 'NOPE';
-            if ('asc' !== $direction && 'desc' !== $direction) {
-                // skip invalid direction
-                continue;
-            }
-            if (false === in_array($column, $allowed, true)) {
-                // skip invalid column
-                continue;
-            }
-            $result[$column] = $direction;
-        }
-
-        return $result;
-    }
-
     public function getTransactionTypes(): array
     {
         $type = (string)$this->get('type', 'default');

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

@@ -26,6 +26,7 @@ namespace FireflyIII\Api\V2\Request\UserGroup;
 
 use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\UserGroup;
+use FireflyIII\Rules\IsDefaultUserGroupName;
 use FireflyIII\Support\Request\ChecksLogin;
 use FireflyIII\Support\Request\ConvertsDataTypes;
 use Illuminate\Foundation\Http\FormRequest;
@@ -53,7 +54,7 @@ class UpdateRequest extends FormRequest
         $userGroup = $this->route()->parameter('userGroup');
 
         return [
-            'title' => sprintf('required|min:1|max:255|unique:user_groups,title,%d', $userGroup->id),
+            'title' => ['required', 'min:1', 'max:255', sprintf('unique:user_groups,title,%d', $userGroup->id), new IsDefaultUserGroupName($userGroup)],
         ];
     }
 }

app/Console/Commands/Correction/CorrectDatabase.php

@@ -73,6 +73,7 @@ class CorrectDatabase extends Command
             // new!
             'firefly-iii:unify-group-accounts',
             'firefly-iii:trigger-credit-recalculation',
+            'firefly-iii:migrate-preferences',
         ];
         foreach ($commands as $command) {
             $this->friendlyLine(sprintf('Now executing command "%s"', $command));

app/Console/Commands/Correction/FixFrontpageAccounts.php

@@ -50,7 +50,7 @@ class FixFrontpageAccounts extends Command
 
         /** @var User $user */
         foreach ($users as $user) {
-            $preference = app('preferences')->getForUser($user, 'frontPageAccounts');
+            $preference = app('preferences')->getForUser($user, 'frontpageAccounts');
             if (null !== $preference) {
                 $this->fixPreference($preference);
             }
@@ -83,6 +83,6 @@ class FixFrontpageAccounts extends Command
                 }
             }
         }
-        app('preferences')->setForUser($preference->user, 'frontPageAccounts', $fixed);
+        app('preferences')->setForUser($preference->user, 'frontpageAccounts', $fixed);
     }
 }

app/Console/Commands/Correction/FixIbans.php

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

app/Console/Commands/Correction/MigratePreferences.php

@@ -0,0 +1,66 @@
+<?php
+
+declare(strict_types=1);
+/*
+ * MigratePreferences.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+namespace FireflyIII\Console\Commands\Correction;
+
+use FireflyIII\Models\Preference;
+use FireflyIII\User;
+use Illuminate\Console\Command;
+use Symfony\Component\Console\Command\Command as CommandAlias;
+
+class MigratePreferences extends Command
+{
+    protected $description = 'Give Firefly III preferences a user group ID so they can be made administration specific.';
+
+    protected $signature   = 'firefly-iii:migrate-preferences';
+
+    /**
+     * Execute the console command.
+     */
+    public function handle(): int
+    {
+        $items = config('firefly.admin_specific_prefs');
+        $users = User::get();
+
+        /** @var User $user */
+        foreach ($users as $user) {
+            $count = 0;
+            foreach ($items as $item) {
+                $preference = Preference::where('name', $item)->where('user_id', $user->id)->first();
+                if (null === $preference) {
+                    continue;
+                }
+                if (null !== $preference->user_group_id) {
+                    $preference->user_group_id = $user->user_group_id;
+                    $preference->save();
+                    ++$count;
+                }
+            }
+            if ($count > 0) {
+                $this->info(sprintf('Migrated %d preference(s) for user #%d ("%s").', $count, $user->id, $user->email));
+            }
+        }
+
+        return CommandAlias::SUCCESS;
+    }
+}

app/Console/Commands/Export/ExportData.php

@@ -191,7 +191,7 @@ class ExportData extends Command
                 $this->friendlyError(sprintf('%s date "%s" must be formatted YYYY-MM-DD. Field will be ignored.', $field, $this->option('start')));
                 $error = true;
             }
-            if (false === $date) {
+            if (null === $date) {
                 $this->friendlyError(sprintf('%s date "%s" must be formatted YYYY-MM-DD.', $field, $this->option('start')));
 
                 throw new FireflyException(sprintf('%s date "%s" must be formatted YYYY-MM-DD.', $field, $this->option('start')));

app/Console/Commands/System/ForceDecimalSize.php

@@ -53,40 +53,40 @@ class ForceDecimalSize extends Command
 {
     use ShowsFriendlyMessages;
 
-    protected $description      = 'This command resizes DECIMAL columns in MySQL or PostgreSQL and correct amounts (only MySQL).';
-    protected $signature        = 'firefly-iii:force-decimal-size';
+    protected $description = 'This command resizes DECIMAL columns in MySQL or PostgreSQL and correct amounts (only MySQL).';
+    protected $signature   = 'firefly-iii:force-decimal-size';
     private string $cast;
     private array  $classes
-                                = [
-                                    'accounts'                 => Account::class,
-                                    'auto_budgets'             => AutoBudget::class,
-                                    'available_budgets'        => AvailableBudget::class,
-                                    'bills'                    => Bill::class,
-                                    'budget_limits'            => BudgetLimit::class,
-                                    'piggy_bank_events'        => PiggyBankEvent::class,
-                                    'piggy_bank_repetitions'   => PiggyBankRepetition::class,
-                                    'piggy_banks'              => PiggyBank::class,
-                                    'recurrences_transactions' => RecurrenceTransaction::class,
-                                    'transactions'             => Transaction::class,
-                                ];
+                           = [
+            'accounts'                 => Account::class,
+            'auto_budgets'             => AutoBudget::class,
+            'available_budgets'        => AvailableBudget::class,
+            'bills'                    => Bill::class,
+            'budget_limits'            => BudgetLimit::class,
+            'piggy_bank_events'        => PiggyBankEvent::class,
+            'piggy_bank_repetitions'   => PiggyBankRepetition::class,
+            'piggy_banks'              => PiggyBank::class,
+            'recurrences_transactions' => RecurrenceTransaction::class,
+            'transactions'             => Transaction::class,
+        ];
 
     private string $operator;
     private string $regularExpression;
     private array  $tables
-                                = [
-                                    'accounts'                 => ['virtual_balance'],
-                                    'auto_budgets'             => ['amount'],
-                                    'available_budgets'        => ['amount'],
-                                    'bills'                    => ['amount_min', 'amount_max'],
-                                    'budget_limits'            => ['amount'],
-                                    'currency_exchange_rates'  => ['rate', 'user_rate'],
-                                    'limit_repetitions'        => ['amount'],
-                                    'piggy_bank_events'        => ['amount'],
-                                    'piggy_bank_repetitions'   => ['currentamount'],
-                                    'piggy_banks'              => ['targetamount'],
-                                    'recurrences_transactions' => ['amount', 'foreign_amount'],
-                                    'transactions'             => ['amount', 'foreign_amount'],
-                                ];
+                           = [
+            'accounts'                 => ['virtual_balance'],
+            'auto_budgets'             => ['amount'],
+            'available_budgets'        => ['amount'],
+            'bills'                    => ['amount_min', 'amount_max'],
+            'budget_limits'            => ['amount'],
+            'currency_exchange_rates'  => ['rate', 'user_rate'],
+            'limit_repetitions'        => ['amount'],
+            'piggy_bank_events'        => ['amount'],
+            'piggy_bank_repetitions'   => ['currentamount'],
+            'piggy_banks'              => ['targetamount'],
+            'recurrences_transactions' => ['amount', 'foreign_amount'],
+            'transactions'             => ['amount', 'foreign_amount'],
+        ];
 
     /**
      * Execute the console command.
@@ -307,7 +307,7 @@ class ForceDecimalSize extends Command
             /** @var string $field */
             foreach ($fields as $field) {
                 $value   = $item->{$field};
-                if (null === $value) {
+                if (null === $value || '' === $value) {
                     continue;
                 }
                 // fix $field by rounding it down correctly.

app/Console/Commands/System/LaravelPassportKeys.php

@@ -0,0 +1,54 @@
+<?php
+
+declare(strict_types=1);
+/*
+ * LaravelPassportKeys.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+namespace FireflyIII\Console\Commands\System;
+
+use FireflyIII\Console\Commands\ShowsFriendlyMessages;
+use Illuminate\Console\Command;
+use Illuminate\Support\Facades\Artisan;
+use Symfony\Component\Console\Command\Command as CommandAlias;
+
+class LaravelPassportKeys extends Command
+{
+    use ShowsFriendlyMessages;
+
+    protected $description = 'Calls the Laravel "passport:keys" but doesn\'t exit 1.';
+    protected $signature   = 'firefly-iii:laravel-passport-keys';
+
+    /**
+     * Execute the console command.
+     */
+    public function handle(): int
+    {
+        Artisan::call('passport:keys --no-interaction', []);
+        $result = Artisan::output();
+        if (str_contains($result, 'Encryption keys already exist')) {
+            $this->friendlyInfo('Encryption keys exist already.');
+
+            return CommandAlias::SUCCESS;
+        }
+        $this->friendlyPositive('Encryption keys have been created, nice!');
+
+        return CommandAlias::SUCCESS;
+    }
+}

app/Console/Commands/Tools/ApplyRules.php

@@ -1,7 +1,7 @@
 <?php
-/**
+/*
  * ApplyRules.php
- * Copyright (c) 2020 james@firefly-iii.org
+ * Copyright (c) 2024 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -16,7 +16,7 @@
  * 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);
@@ -285,7 +285,7 @@ class ApplyRules extends Command
         if (null !== $endString && '' !== $endString) {
             $inputEnd = Carbon::createFromFormat('Y-m-d', $endString);
         }
-        if (false === $inputEnd || false === $inputStart) {
+        if (null === $inputEnd || null === $inputStart) {
             Log::error('Could not parse start or end date in verifyInputDate().');
 
             return;

app/Console/Commands/Tools/Cron.php

@@ -1,8 +1,8 @@
 <?php
 
-/**
+/*
  * Cron.php
- * Copyright (c) 2020 james@firefly-iii.org
+ * Copyright (c) 2024 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
  *
@@ -17,7 +17,7 @@
  * 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);

app/Console/Commands/Upgrade/AppendBudgetLimitPeriods.php

@@ -110,7 +110,7 @@ class AppendBudgetLimitPeriods extends Command
             return 'daily';
         }
         // is weekly
-        if ('1' === $limit->start_date->format('N') && '7' === $limit->end_date->format('N') && 6 === $limit->end_date->diffInDays($limit->start_date)) {
+        if ('1' === $limit->start_date->format('N') && '7' === $limit->end_date->format('N') && 6 === (int)$limit->end_date->diffInDays($limit->start_date, true)) {
             return 'weekly';
         }
 
@@ -129,7 +129,7 @@ class AppendBudgetLimitPeriods extends Command
         if (
             in_array($limit->start_date->format('j-n'), $start, true) // start of quarter
             && in_array($limit->end_date->format('j-n'), $end, true) // end of quarter
-            && 2 === $limit->start_date->diffInMonths($limit->end_date)
+            && 2 === (int)$limit->start_date->diffInMonths($limit->end_date, true)
         ) {
             return 'quarterly';
         }
@@ -139,7 +139,7 @@ class AppendBudgetLimitPeriods extends Command
         if (
             in_array($limit->start_date->format('j-n'), $start, true) // start of quarter
             && in_array($limit->end_date->format('j-n'), $end, true) // end of quarter
-            && 5 === $limit->start_date->diffInMonths($limit->end_date)
+            && 5 === (int)$limit->start_date->diffInMonths($limit->end_date, true)
         ) {
             return 'half_year';
         }

app/Console/Commands/Upgrade/CorrectAccountBalance.php

@@ -0,0 +1,69 @@
+<?php
+/*
+ * CorrectAccountBalance.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Console\Commands\Upgrade;
+
+use FireflyIII\Console\Commands\ShowsFriendlyMessages;
+use FireflyIII\Support\Models\AccountBalanceCalculator;
+use Illuminate\Console\Command;
+
+/**
+ * Class CorrectionSkeleton
+ */
+class CorrectAccountBalance extends Command
+{
+    use ShowsFriendlyMessages;
+    public const string CONFIG_NAME = '610_correct_balances';
+    protected $description          = 'Recalculate all account balance amounts';
+    protected $signature            = 'firefly-iii:correct-account-balance {--F|force : Force the execution of this command.}';
+
+    public function handle(): int
+    {
+        if ($this->isExecuted() && true !== $this->option('force')) {
+            $this->friendlyInfo('This command has already been executed.');
+
+            return 0;
+        }
+        $this->correctBalanceAmounts();
+        $this->markAsExecuted();
+
+        return 0;
+    }
+
+    private function correctBalanceAmounts(): void
+    {
+        AccountBalanceCalculator::recalculateAll();
+    }
+
+    private function isExecuted(): bool
+    {
+        $configVar = app('fireflyconfig')->get(self::CONFIG_NAME, false);
+
+        return (bool)$configVar?->data;
+    }
+
+    private function markAsExecuted(): void
+    {
+        app('fireflyconfig')->set(self::CONFIG_NAME, true);
+    }
+}

app/Console/Commands/Upgrade/MigrateRuleActions.php

@@ -0,0 +1,182 @@
+<?php
+
+declare(strict_types=1);
+/*
+ * MigrateRuleActions.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+namespace FireflyIII\Console\Commands\Upgrade;
+
+use FireflyIII\Console\Commands\ShowsFriendlyMessages;
+use FireflyIII\Models\RuleAction;
+use Illuminate\Console\Command;
+
+class MigrateRuleActions extends Command
+{
+    use ShowsFriendlyMessages;
+
+    public const string CONFIG_NAME = '610_migrate_rule_actions';
+
+    protected $description          = 'Migrate rule actions away from expression engine';
+
+    protected $signature            = 'firefly-iii:migrate-rule-actions {--F|force : Force the execution of this command.}';
+
+    /**
+     * Execute the console command.
+     */
+    public function handle(): int
+    {
+        if ($this->isExecuted() && true !== $this->option('force')) {
+            $this->friendlyInfo('This command has already been executed.');
+
+            return 0;
+        }
+        if (false === config('firefly.feature_flags.expression_engine')) {
+            $this->friendlyInfo('Expression engine is not enabled. Nothing to do.');
+
+            return 0;
+        }
+        $this->replaceEqualSign();
+        $this->replaceObsoleteActions();
+
+        return 0;
+    }
+
+    private function isExecuted(): bool
+    {
+        $configVar = app('fireflyconfig')->get(self::CONFIG_NAME, false);
+        if (null !== $configVar) {
+            return (bool)$configVar->data;
+        }
+
+        return false;
+    }
+
+    private function replaceEqualSign(): void
+    {
+        $count   = 0;
+        $actions = RuleAction::get();
+
+        /** @var RuleAction $action */
+        foreach ($actions as $action) {
+            if (str_starts_with($action->action_value, '=')) {
+                $action->action_value = sprintf('%s%s', '\=', substr($action->action_value, 1));
+                $action->save();
+                ++$count;
+            }
+        }
+        if ($count > 0) {
+            $this->friendlyInfo(sprintf('Upgrading %d rule action(s) for the new expression engine.', $count));
+        }
+        if (0 === $count) {
+            $this->friendlyInfo('All rule actions are up to date.');
+        }
+    }
+
+    private function replaceObsoleteActions(): void
+    {
+        $obsolete = [
+            'append_description',
+            'prepend_description',
+            'append_notes',
+            'prepend_notes',
+            'append_descr_to_notes',
+            'append_notes_to_descr',
+            'move_descr_to_notes',
+            'move_notes_to_descr',
+        ];
+        $actions  = RuleAction::whereIn('action_type', $obsolete)->get();
+
+        /** @var RuleAction $action */
+        foreach ($actions as $action) {
+            $oldType = $action->action_type;
+
+            switch ($action->action_type) {
+                default:
+                    $this->friendlyError(sprintf('Cannot deal with action type "%s", skip it.', $action->action_type));
+
+                    break;
+
+                case 'append_description':
+                    $action->action_type  = 'set_description';
+                    $action->action_value = sprintf('=description~"%s"', str_replace('"', '\"', $action->action_value));
+                    $action->save();
+                    $this->friendlyInfo(sprintf('Upgraded action #%d from "%s" to "%s".', $action->id, $oldType, $action->action_type));
+
+                    break;
+
+                case 'prepend_description':
+                    $action->action_type  = 'set_description';
+                    $action->action_value = sprintf('="%s"~description', str_replace('"', '\"', $action->action_value));
+                    $action->save();
+                    $this->friendlyInfo(sprintf('Upgraded action #%d from "%s" to "%s".', $action->id, $oldType, $action->action_type));
+
+                    break;
+
+                case 'append_notes':
+                    $action->action_type  = 'set_notes';
+                    $action->action_value = sprintf('=notes~"%s"', str_replace('"', '\"', $action->action_value));
+                    $action->save();
+                    $this->friendlyInfo(sprintf('Upgraded action #%d from "%s" to "%s".', $action->id, $oldType, $action->action_type));
+
+                    break;
+
+                case 'prepend_notes':
+                    $action->action_type  = 'set_notes';
+                    $action->action_value = sprintf('="%s"~notes', str_replace('"', '\"', $action->action_value));
+                    $action->save();
+                    $this->friendlyInfo(sprintf('Upgraded action #%d from "%s" to "%s".', $action->id, $oldType, $action->action_type));
+
+                    break;
+
+                case 'append_descr_to_notes':
+                    $action->action_type  = 'set_notes';
+                    $action->action_value = '=notes~" "~description';
+                    $action->save();
+                    $this->friendlyInfo(sprintf('Upgraded action #%d from "%s" to "%s".', $action->id, $oldType, $action->action_type));
+
+                    break;
+
+                case 'append_notes_to_descr':
+                    $action->action_type  = 'set_description';
+                    $action->action_value = '=description~" "~notes';
+                    $action->save();
+                    $this->friendlyInfo(sprintf('Upgraded action #%d from "%s" to "%s".', $action->id, $oldType, $action->action_type));
+
+                    break;
+
+                case 'move_descr_to_notes':
+                    $action->action_type  = 'set_notes';
+                    $action->action_value = '=description';
+                    $action->save();
+                    $this->friendlyInfo(sprintf('Upgraded action #%d from "%s" to "%s".', $action->id, $oldType, $action->action_type));
+
+                    break;
+
+                case 'move_notes_to_descr':
+                    $action->action_type  = 'set_description';
+                    $action->action_value = '=notes';
+                    $action->save();
+                    $this->friendlyInfo(sprintf('Upgraded action #%d from "%s" to "%s".', $action->id, $oldType, $action->action_type));
+
+                    break;
+            }
+        }
+    }
+}

app/Console/Commands/Upgrade/UpgradeDatabase.php

@@ -63,11 +63,14 @@ class UpgradeDatabase extends Command
             'firefly-iii:upgrade-liabilities',
             'firefly-iii:liabilities-600',
             'firefly-iii:budget-limit-periods',
+            'firefly-iii:migrate-rule-actions',
             'firefly-iii:restore-oauth-keys',
+            'firefly-iii:correct-account-balance',
             // also just in case, some integrity commands:
             'firefly-iii:create-group-memberships',
             'firefly-iii:upgrade-group-information',
             'firefly-iii:upgrade-currency-preferences',
+            'firefly-iii:correct-database',
         ];
         $args     = [];
         if ($this->option('force')) {

app/Console/Commands/Upgrade/UpgradeSkeleton.php.stub

@@ -26,11 +26,11 @@ class UpgradeSkeleton extends Command
     {
         $start = microtime(true);
         if ($this->isExecuted() && true !== $this->option('force')) {
-            $this->info('FRIENDLY This command has already been executed.');
+            $this->friendlyInfo('This command has already been executed.');
 
             return 0;
         }
-        $this->warn('Congrats, you found the skeleton command. Boo!');
+        $this->friendlyWarning('Congrats, you found the skeleton command. Boo!');
 
         //$this->markAsExecuted();
 

app/Entities/AccountBalance.php

@@ -0,0 +1,49 @@
+<?php
+/*
+ * AccountBalance.php
+ * Copyright (c) 2024 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Entities;
+
+use FireflyIII\Models\Account;
+
+class AccountBalance
+{
+    public string $id;
+    public string $amount;
+    public string $currencyId;
+
+    public static function fromArray(): self
+    {
+        $balance             = new self();
+        $balance->id         = (string) random_int(1, 1000);
+        $balance->name       = (string) random_int(1, 1000);
+        $balance->amount     = (string) random_int(1, 1000);
+        $balance->currencyId = '1';
+
+        return $balance;
+    }
+
+    public function getAccount(): Account
+    {
+        return Account::inRandomOrder()->first();
+    }
+}

app/Enums/UserRoleEnum.php

@@ -41,7 +41,6 @@ enum UserRoleEnum: string
     // manage other financial objects:
     case MANAGE_BUDGETS       = 'mng_budgets';
     case MANAGE_PIGGY_BANKS   = 'mng_piggies';
-    case MANAGE_REPETITIONS   = 'mng_reps';
     case MANAGE_SUBSCRIPTIONS = 'mng_subscriptions';
     case MANAGE_RULES         = 'mng_rules';
     case MANAGE_RECURRING     = 'mng_recurring';
@@ -51,7 +50,7 @@ enum UserRoleEnum: string
     // view and generate reports
     case VIEW_REPORTS         = 'view_reports';
 
-    // view memberships. needs FULL to manage them.
+    // view memberships AND roles. needs FULL to manage them.
     case VIEW_MEMBERSHIPS     = 'view_memberships';
 
     // everything the creator can, except remove/change original creator and delete group

app/Exceptions/GracefulNotFoundHandler.php

@@ -117,6 +117,7 @@ class GracefulNotFoundHandler extends ExceptionHandler
                 return redirect(route('tags.index'));
 
             case 'categories.show':
+            case 'categories.edit':
             case 'categories.show.all':
                 $request->session()->reflash();
 

app/Exceptions/Handler.php

@@ -25,6 +25,7 @@ declare(strict_types=1);
 namespace FireflyIII\Exceptions;
 
 use FireflyIII\Jobs\MailError;
+use Illuminate\Auth\Access\AuthorizationException;
 use Illuminate\Auth\AuthenticationException;
 use Illuminate\Database\QueryException;
 use Illuminate\Foundation\Exceptions\Handler as ExceptionHandler;
@@ -35,6 +36,7 @@ use Illuminate\Session\TokenMismatchException;
 use Illuminate\Support\Arr;
 use Illuminate\Validation\ValidationException as LaravelValidationException;
 use Laravel\Passport\Exceptions\OAuthServerException as LaravelOAuthException;
+use LaravelJsonApi\Core\Exceptions\JsonApiException;
 use League\OAuth2\Server\Exception\OAuthServerException;
 use Symfony\Component\HttpFoundation\Exception\SuspiciousOperationException;
 use Symfony\Component\HttpFoundation\Response;
@@ -62,6 +64,7 @@ class Handler extends ExceptionHandler
             HttpException::class,
             SuspiciousOperationException::class,
             BadHttpHeaderException::class,
+            JsonApiException::class,
         ];
 
     /**
@@ -98,6 +101,13 @@ class Handler extends ExceptionHandler
             return response()->json(['message' => 'Resource not found', 'exception' => 'NotFoundHttpException'], 404);
         }
 
+        if ($e instanceof AuthorizationException && $expectsJson) {
+            // somehow Laravel handler does not catch this:
+            app('log')->debug('Return JSON unauthorized error.');
+
+            return response()->json(['message' => $e->getMessage(), 'exception' => 'AuthorizationException'], 401);
+        }
+
         if ($e instanceof AuthenticationException && $expectsJson) {
             // somehow Laravel handler does not catch this:
             app('log')->debug('Return JSON unauthenticated error.');

app/Generator/Report/ReportGeneratorFactory.php

@@ -40,12 +40,12 @@ class ReportGeneratorFactory
     {
         $period = 'Month';
         // more than two months date difference means year report.
-        if ($start->diffInMonths($end) > 1) {
+        if ($start->diffInMonths($end, true) > 1) {
             $period = 'Year';
         }
 
-        // more than one year date difference means multi year report.
-        if ($start->diffInMonths($end) > 12) {
+        // more than one year date difference means multi-year report.
+        if ($start->diffInMonths($end, true) > 12) {
             $period = 'MultiYear';
         }
 

app/Generator/Webhook/StandardMessageGenerator.php

@@ -72,31 +72,6 @@ class StandardMessageGenerator implements MessageGeneratorInterface
         $this->run();
     }
 
-    public function getVersion(): int
-    {
-        return $this->version;
-    }
-
-    public function setObjects(Collection $objects): void
-    {
-        $this->objects = $objects;
-    }
-
-    public function setTrigger(int $trigger): void
-    {
-        $this->trigger = $trigger;
-    }
-
-    public function setUser(User $user): void
-    {
-        $this->user = $user;
-    }
-
-    public function setWebhooks(Collection $webhooks): void
-    {
-        $this->webhooks = $webhooks;
-    }
-
     private function getWebhooks(): Collection
     {
         return $this->user->webhooks()->where('active', true)->where('trigger', $this->trigger)->get(['webhooks.*']);
@@ -206,6 +181,11 @@ class StandardMessageGenerator implements MessageGeneratorInterface
         $this->storeMessage($webhook, $basicMessage);
     }
 
+    public function getVersion(): int
+    {
+        return $this->version;
+    }
+
     private function collectAccounts(TransactionGroup $transactionGroup): Collection
     {
         $accounts = new Collection();
@@ -232,4 +212,24 @@ class StandardMessageGenerator implements MessageGeneratorInterface
         $webhookMessage->save();
         app('log')->debug(sprintf('Stored new webhook message #%d', $webhookMessage->id));
     }
+
+    public function setObjects(Collection $objects): void
+    {
+        $this->objects = $objects;
+    }
+
+    public function setTrigger(int $trigger): void
+    {
+        $this->trigger = $trigger;
+    }
+
+    public function setUser(User $user): void
+    {
+        $this->user = $user;
+    }
+
+    public function setWebhooks(Collection $webhooks): void
+    {
+        $this->webhooks = $webhooks;
+    }
 }

app/Handlers/Events/UserEventHandler.php

@@ -405,7 +405,7 @@ class UserEventHandler
             }
             // clean up old entries (6 months)
             $carbon = Carbon::createFromFormat('Y-m-d H:i:s', $preference[$index]['time']);
-            if (false !== $carbon && $carbon->diffInMonths(today()) > 6) {
+            if (null !== $carbon && $carbon->diffInMonths(today(), true) > 6) {
                 app('log')->debug(sprintf('Entry for %s is very old, remove it.', $row['ip']));
                 unset($preference[$index]);
             }

app/Handlers/Observer/TransactionObserver.php

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

app/Helpers/Attachments/AttachmentHelper.php

@@ -236,7 +236,9 @@ class AttachmentHelper implements AttachmentHelperInterface
             $fileObject->rewind();
 
             if (0 === $file->getSize()) {
-                throw new FireflyException('Cannot upload empty or non-existent file.');
+                $this->errors->add('attachments', trans('validation.file_zero_length'));
+
+                return null;
             }
 
             $content              = (string)$fileObject->fread($file->getSize());

app/Helpers/Collector/Extensions/CollectorProperties.php

@@ -33,9 +33,11 @@ use Illuminate\Database\Eloquent\Relations\HasMany;
  */
 trait CollectorProperties
 {
-    public array $sorting;
     public const string TEST = 'Test';
-    private ?int $endRow;
+
+    /** @var array<int, string> */
+    public array    $sorting;
+    private ?int    $endRow;
     private bool    $expandGroupSearch;
     private array   $fields;
     private bool    $hasAccountInfo;
@@ -51,7 +53,7 @@ trait CollectorProperties
     private ?int    $page;
     private array   $postFilters;
     private HasMany $query;
-    private ?int $startRow;
+    private ?int    $startRow;
     private array   $stringFields;
     /*
      * This array is used to collect ALL tags the user may search for (using 'setTags').

app/Helpers/Collector/GroupCollector.php

@@ -25,6 +25,7 @@ namespace FireflyIII\Helpers\Collector;
 
 use Carbon\Carbon;
 use Carbon\Exceptions\InvalidFormatException;
+use Exception;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Helpers\Collector\Extensions\AccountCollection;
 use FireflyIII\Helpers\Collector\Extensions\AmountCollection;
@@ -782,6 +783,35 @@ class GroupCollector implements GroupCollectorInterface
         return $currentCollection;
     }
 
+    #[\Override]
+    public function sortCollection(Collection $collection): Collection
+    {
+        /**
+         * @var string $field
+         * @var string $direction
+         */
+        foreach ($this->sorting as $field => $direction) {
+            $func       = 'ASC' === $direction ? 'sortBy' : 'sortByDesc';
+            $collection = $collection->{$func}(function (array $product, int $key) use ($field) { // @phpstan-ignore-line
+                // depends on $field:
+                if ('description' === $field) {
+                    if (1 === count($product['transactions'])) {
+                        return array_values($product['transactions'])[0][$field];
+                    }
+                    if (count($product['transactions']) > 1) {
+                        return $product['title'];
+                    }
+
+                    return 'zzz';
+                }
+
+                exit('here we are');
+            });
+        }
+
+        return $collection;
+    }
+
     /**
      * Same as getGroups but everything is in a paginator.
      */
@@ -792,6 +822,7 @@ class GroupCollector implements GroupCollectorInterface
             $this->setLimit(50);
         }
         if (null !== $this->startRow && null !== $this->endRow) {
+            /** @var int $total */
             $total = $this->endRow - $this->startRow;
 
             return new LengthAwarePaginator($set, $this->total, $total, 1);
@@ -931,6 +962,14 @@ class GroupCollector implements GroupCollectorInterface
         return $this;
     }
 
+    #[\Override]
+    public function setSorting(array $instructions): GroupCollectorInterface
+    {
+        $this->sorting = $instructions;
+
+        return $this;
+    }
+
     public function setStartRow(int $startRow): self
     {
         $this->startRow = $startRow;
@@ -1091,41 +1130,4 @@ class GroupCollector implements GroupCollectorInterface
 
         return $this;
     }
-
-    #[\Override]
-    public function sortCollection(Collection $collection): Collection
-    {
-        /**
-         * @var string $field
-         * @var string $direction
-         */
-        foreach ($this->sorting as $field => $direction) {
-            $func       = 'ASC' === $direction ? 'sortBy' : 'sortByDesc';
-            $collection = $collection->{$func}(function (array $product, int $key) use ($field) {
-                // depends on $field:
-                if ('description' === $field) {
-                    if (1 === count($product['transactions'])) {
-                        return array_values($product['transactions'])[0][$field];
-                    }
-                    if (count($product['transactions']) > 1) {
-                        return $product['title'];
-                    }
-
-                    return 'zzz';
-                }
-
-                exit('here we are');
-            });
-        }
-
-        return $collection;
-    }
-
-    #[\Override]
-    public function setSorting(array $instructions): GroupCollectorInterface
-    {
-        $this->sorting = $instructions;
-
-        return $this;
-    }
 }

app/Helpers/Collector/GroupCollectorInterface.php

@@ -285,13 +285,6 @@ interface GroupCollectorInterface
      */
     public function getPaginatedGroups(): LengthAwarePaginator;
 
-    public function setSorting(array $instructions): self;
-
-    /**
-     * Sort the collection on a column.
-     */
-    public function sortCollection(Collection $collection): Collection;
-
     public function hasAnyTag(): self;
 
     /**
@@ -560,6 +553,8 @@ interface GroupCollectorInterface
 
     public function setSepaCT(string $sepaCT): self;
 
+    public function setSorting(array $instructions): self;
+
     /**
      * Set source accounts.
      */
@@ -620,6 +615,11 @@ interface GroupCollectorInterface
      */
     public function setXorAccounts(Collection $accounts): self;
 
+    /**
+     * Sort the collection on a column.
+     */
+    public function sortCollection(Collection $collection): Collection;
+
     /**
      * Automatically include all stuff required to make API calls work.
      */

app/Helpers/Report/NetWorth.php

@@ -51,7 +51,7 @@ class NetWorth implements NetWorthInterface
 
     private CurrencyRepositoryInterface $currencyRepos;
     private User                        $user;
-    private ?UserGroup            $userGroup;
+    private ?UserGroup                  $userGroup;
 
     /**
      * This method collects the user's net worth in ALL the user's currencies

app/Http/Controllers/Account/CreateController.php

@@ -145,13 +145,13 @@ class CreateController extends Controller
         Log::channel('audit')->info('Stored new account.', $data);
 
         // update preferences if necessary:
-        $frontPage = app('preferences')->get('frontPageAccounts', [])->data;
-        if (!is_array($frontPage)) {
-            $frontPage = [];
+        $frontpage = app('preferences')->get('frontpageAccounts', [])->data;
+        if (!is_array($frontpage)) {
+            $frontpage = [];
         }
         if (AccountType::ASSET === $account->accountType->type) {
-            $frontPage[] = $account->id;
-            app('preferences')->set('frontPageAccounts', $frontPage);
+            $frontpage[] = $account->id;
+            app('preferences')->set('frontpageAccounts', $frontpage);
         }
 
         // store attachment(s):

app/Http/Controllers/Account/ReconcileController.php

@@ -75,7 +75,7 @@ class ReconcileController extends Controller
      *
      * @throws FireflyException
      *                                              */
-    public function reconcile(Account $account, Carbon $start = null, Carbon $end = null)
+    public function reconcile(Account $account, ?Carbon $start = null, ?Carbon $end = null)
     {
         if (!$this->isEditableAccount($account)) {
             return $this->redirectAccountToAccount($account);

app/Http/Controllers/Account/ShowController.php

@@ -75,7 +75,7 @@ class ShowController extends Controller
      *
      * @throws FireflyException
      *                                              */
-    public function show(Request $request, Account $account, Carbon $start = null, Carbon $end = null)
+    public function show(Request $request, Account $account, ?Carbon $start = null, ?Carbon $end = null)
     {
         $objectType       = config(sprintf('firefly.shortNamesByFullName.%s', $account->accountType->type));
 
@@ -106,7 +106,7 @@ class ShowController extends Controller
         $periods          = $this->getAccountPeriodOverview($account, $firstTransaction, $end);
 
         // if layout = v2, overrule the page title.
-        if ('v1' !== config('firefly.layout')) {
+        if ('v1' !== config('view.layout')) {
             $subTitle = (string)trans('firefly.all_journals_for_account', ['name' => $account->name]);
         }
 

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

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

app/Http/Controllers/Auth/ForgotPasswordController.php

@@ -31,6 +31,7 @@ use Illuminate\Contracts\View\Factory;
 use Illuminate\Foundation\Auth\SendsPasswordResetEmails;
 use Illuminate\Http\RedirectResponse;
 use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Log;
 use Illuminate\View\View;
 
 /**
@@ -106,6 +107,8 @@ class ForgotPasswordController extends Controller
         }
         $host           = request()->host();
         if ($configuredHost !== $host) {
+            Log::error(sprintf('Host header is "%s", APP_URL is "%s".', $host, $configuredHost));
+
             throw new FireflyException('The Host-header does not match the host in the APP_URL environment variable. Please make sure these match. See also: https://bit.ly/FF3-host-header');
         }
     }

app/Http/Controllers/Auth/LoginController.php

@@ -80,7 +80,18 @@ class LoginController extends Controller
         Log::channel('audit')->info(sprintf('User is trying to login using "%s"', $request->get($this->username())));
         app('log')->debug('User is trying to login.');
 
-        $this->validateLogin($request);
+        try {
+            $this->validateLogin($request);
+        } catch (ValidationException $e) {
+            return redirect(route('login'))
+                ->withErrors(
+                    [
+                        $this->username => trans('auth.failed'),
+                    ]
+                )
+                ->onlyInput($this->username)
+            ;
+        }
         app('log')->debug('Login data is present.');
 
         // Copied directly from AuthenticatesUsers, but with logging added:
@@ -91,7 +102,6 @@ class LoginController extends Controller
             Log::channel('audit')->warning(sprintf('Login for user "%s" was locked out.', $request->get($this->username())));
             app('log')->error(sprintf('Login for user "%s" was locked out.', $request->get($this->username())));
             $this->fireLockoutEvent($request);
-
             $this->sendLockoutResponse($request);
         }
         // Copied directly from AuthenticatesUsers, but with logging added: