Auto commit for release 'develop' on 2024-10-07

# Conflicts:
#	app/Support/Models/AccountBalanceCalculator.php

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

@@ -151,24 +151,24 @@
         },
         {
             "name": "composer/semver",
-            "version": "3.4.2",
+            "version": "3.4.3",
             "source": {
                 "type": "git",
                 "url": "https://github.com/composer/semver.git",
-                "reference": "c51258e759afdb17f1fd1fe83bc12baaef6309d6"
+                "reference": "4313d26ada5e0c4edfbd1dc481a92ff7bff91f12"
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             "dist": {
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-                "url": "https://api.github.com/repos/composer/semver/zipball/c51258e759afdb17f1fd1fe83bc12baaef6309d6",
-                "reference": "c51258e759afdb17f1fd1fe83bc12baaef6309d6",
+                "url": "https://api.github.com/repos/composer/semver/zipball/4313d26ada5e0c4edfbd1dc481a92ff7bff91f12",
+                "reference": "4313d26ada5e0c4edfbd1dc481a92ff7bff91f12",
                 "shasum": ""
             },
             "require": {
                 "php": "^5.3.2 || ^7.0 || ^8.0"
             },
             "require-dev": {
-                "phpstan/phpstan": "^1.4",
-                "symfony/phpunit-bridge": "^4.2 || ^5"
+                "phpstan/phpstan": "^1.11",
+                "symfony/phpunit-bridge": "^3 || ^7"
             },
             "type": "library",
             "extra": {
@@ -212,7 +212,7 @@
             "support": {
                 "irc": "ircs://irc.libera.chat:6697/composer",
                 "issues": "https://github.com/composer/semver/issues",
-                "source": "https://github.com/composer/semver/tree/3.4.2"
+                "source": "https://github.com/composer/semver/tree/3.4.3"
             },
             "funding": [
                 {
@@ -228,7 +228,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-07-12T11:35:52+00:00"
+            "time": "2024-09-19T14:15:21+00:00"
         },
         {
             "name": "composer/xdebug-handler",
@@ -1259,16 +1259,16 @@
         },
         {
             "name": "symfony/console",
-            "version": "v7.1.4",
+            "version": "v7.1.5",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/console.git",
-                "reference": "1eed7af6961d763e7832e874d7f9b21c3ea9c111"
+                "reference": "0fa539d12b3ccf068a722bbbffa07ca7079af9ee"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/console/zipball/1eed7af6961d763e7832e874d7f9b21c3ea9c111",
-                "reference": "1eed7af6961d763e7832e874d7f9b21c3ea9c111",
+                "url": "https://api.github.com/repos/symfony/console/zipball/0fa539d12b3ccf068a722bbbffa07ca7079af9ee",
+                "reference": "0fa539d12b3ccf068a722bbbffa07ca7079af9ee",
                 "shasum": ""
             },
             "require": {
@@ -1332,7 +1332,7 @@
                 "terminal"
             ],
             "support": {
-                "source": "https://github.com/symfony/console/tree/v7.1.4"
+                "source": "https://github.com/symfony/console/tree/v7.1.5"
             },
             "funding": [
                 {
@@ -1348,7 +1348,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-08-15T22:48:53+00:00"
+            "time": "2024-09-20T08:28:38+00:00"
         },
         {
             "name": "symfony/deprecation-contracts",
@@ -1575,16 +1575,16 @@
         },
         {
             "name": "symfony/filesystem",
-            "version": "v7.1.2",
+            "version": "v7.1.5",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/filesystem.git",
-                "reference": "92a91985250c251de9b947a14bb2c9390b1a562c"
+                "reference": "61fe0566189bf32e8cfee78335d8776f64a66f5a"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/filesystem/zipball/92a91985250c251de9b947a14bb2c9390b1a562c",
-                "reference": "92a91985250c251de9b947a14bb2c9390b1a562c",
+                "url": "https://api.github.com/repos/symfony/filesystem/zipball/61fe0566189bf32e8cfee78335d8776f64a66f5a",
+                "reference": "61fe0566189bf32e8cfee78335d8776f64a66f5a",
                 "shasum": ""
             },
             "require": {
@@ -1621,7 +1621,7 @@
             "description": "Provides basic utilities for the filesystem",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/filesystem/tree/v7.1.2"
+                "source": "https://github.com/symfony/filesystem/tree/v7.1.5"
             },
             "funding": [
                 {
@@ -1637,7 +1637,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-06-28T10:03:55+00:00"
+            "time": "2024-09-17T09:16:35+00:00"
         },
         {
             "name": "symfony/finder",
@@ -2246,16 +2246,16 @@
         },
         {
             "name": "symfony/process",
-            "version": "v7.1.3",
+            "version": "v7.1.5",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/process.git",
-                "reference": "7f2f542c668ad6c313dc4a5e9c3321f733197eca"
+                "reference": "5c03ee6369281177f07f7c68252a280beccba847"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/process/zipball/7f2f542c668ad6c313dc4a5e9c3321f733197eca",
-                "reference": "7f2f542c668ad6c313dc4a5e9c3321f733197eca",
+                "url": "https://api.github.com/repos/symfony/process/zipball/5c03ee6369281177f07f7c68252a280beccba847",
+                "reference": "5c03ee6369281177f07f7c68252a280beccba847",
                 "shasum": ""
             },
             "require": {
@@ -2287,7 +2287,7 @@
             "description": "Executes commands in sub-processes",
             "homepage": "https://symfony.com",
             "support": {
-                "source": "https://github.com/symfony/process/tree/v7.1.3"
+                "source": "https://github.com/symfony/process/tree/v7.1.5"
             },
             "funding": [
                 {
@@ -2303,7 +2303,7 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-07-26T12:44:47+00:00"
+            "time": "2024-09-19T21:48:23+00:00"
         },
         {
             "name": "symfony/service-contracts",
@@ -2452,16 +2452,16 @@
         },
         {
             "name": "symfony/string",
-            "version": "v7.1.4",
+            "version": "v7.1.5",
             "source": {
                 "type": "git",
                 "url": "https://github.com/symfony/string.git",
-                "reference": "6cd670a6d968eaeb1c77c2e76091c45c56bc367b"
+                "reference": "d66f9c343fa894ec2037cc928381df90a7ad4306"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/symfony/string/zipball/6cd670a6d968eaeb1c77c2e76091c45c56bc367b",
-                "reference": "6cd670a6d968eaeb1c77c2e76091c45c56bc367b",
+                "url": "https://api.github.com/repos/symfony/string/zipball/d66f9c343fa894ec2037cc928381df90a7ad4306",
+                "reference": "d66f9c343fa894ec2037cc928381df90a7ad4306",
                 "shasum": ""
             },
             "require": {
@@ -2519,7 +2519,7 @@
                 "utf8"
             ],
             "support": {
-                "source": "https://github.com/symfony/string/tree/v7.1.4"
+                "source": "https://github.com/symfony/string/tree/v7.1.5"
             },
             "funding": [
                 {
@@ -2535,16 +2535,16 @@
                     "type": "tidelift"
                 }
             ],
-            "time": "2024-08-12T09:59:40+00:00"
+            "time": "2024-09-20T08:28:38+00:00"
         }
     ],
     "packages-dev": [],
     "aliases": [],
     "minimum-stability": "stable",
-    "stability-flags": [],
+    "stability-flags": {},
     "prefer-stable": false,
     "prefer-lowest": false,
-    "platform": [],
-    "platform-dev": [],
+    "platform": {},
+    "platform-dev": {},
     "plugin-api-version": "2.6.0"
 }

.env.example

@@ -176,6 +176,7 @@ MAILGUN_ENDPOINT=api.mailgun.net
 # If you use Docker or similar, you can set these variables from a file by appending them with _FILE
 MANDRILL_SECRET=
 SPARKPOST_SECRET=
+MAILERSEND_API_KEY=
 
 # Firefly III can send you the following messages.
 SEND_ERROR_MESSAGE=true
@@ -312,6 +313,12 @@ PUSHER_ID=
 DEMO_USERNAME=
 DEMO_PASSWORD=
 
+#
+# Disable or enable the running balance column data
+# Please disable this. It's a very experimental feature.
+#
+USE_RUNNING_BALANCE=false
+
 #
 # The v2 layout is very experimental. If it breaks you get to keep both parts.
 # Be wary of data loss.

THANKS.md

@@ -4,6 +4,7 @@ Over time, many people have contributed to Firefly III. Their efforts are not al
 Please find below all the people who contributed to the Firefly III code. Their names are mentioned in the year of their first contribution.
 
 ## 2024
+- Jhon Pedroza
 - mzhubail
 - tasnim
 - withbest

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

@@ -79,12 +79,12 @@ class StoreRequest extends FormRequest
             'currency_id'    => 'numeric|exists:transaction_currencies,id',
             'currency_code'  => 'min:3|max:51|exists:transaction_currencies,code',
             'date'           => 'date|required',
-            'end_date'       => 'date|after:date',
-            'extension_date' => 'date|after:date',
+            'end_date'       => 'nullable|date|after:date',
+            'extension_date' => 'nullable|date|after:date',
             'repeat_freq'    => 'in:weekly,monthly,quarterly,half-year,yearly|required',
             'skip'           => 'min:0|max:31|numeric',
             'active'         => [new IsBoolean()],
-            'notes'          => 'min:1|max:32768',
+            'notes'          => 'nullable|min:1|max:32768',
         ];
     }
 

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

@@ -84,10 +84,6 @@ class BalanceController extends Controller
         $queryParameters = $request->getParameters();
         $accounts        = $this->getAccountList($queryParameters);
 
-        // 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();

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

@@ -53,10 +53,10 @@ class ChartRequest extends FormRequest
         $queryParameters = QueryParameters::cast($this->all());
 
         return [
-            'start'       => $this->dateOrToday($queryParameters, 'start'),
-            'end'         => $this->dateOrToday($queryParameters, 'end'),
+            'start'       => $this->dateOrToday($queryParameters, 'start')->startOfDay(),
+            'end'         => $this->dateOrToday($queryParameters, 'end')->endOfDay(),
             'preselected' => $this->stringFromQueryParams($queryParameters, 'preselected', 'empty'),
-            'period'      => $this->stringFromQueryParams($queryParameters, 'period', '1M'),
+            'period'      => $this->stringFromFilterParams($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'),
@@ -80,12 +80,14 @@ class ChartRequest extends FormRequest
         return [
             'fields'  => JsonApiRule::notSupported(),
             'filter'  => ['nullable', 'array',
-                new IsValidFilter(['start', 'end', 'preselected', 'accounts']),
+                new IsValidFilter(['start', 'end', 'preselected', 'accounts', 'period']),
                 new IsFilterValueIn('preselected', config('firefly.preselected_accounts')),
             ],
             'include' => JsonApiRule::notSupported(),
             'page'    => JsonApiRule::notSupported(),
             'sort'    => JsonApiRule::notSupported(),
+            // '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',
         ];
 
         //        return [

app/Helpers/Collector/Extensions/MetaCollection.php

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

app/Helpers/Report/PopupReport.php

@@ -103,7 +103,8 @@ class PopupReport implements PopupReportInterface
 
         /** @var GroupCollectorInterface $collector */
         $collector  = app(GroupCollectorInterface::class);
-        $collector->setAccounts($attributes['accounts'])
+        $collector
+            ->setAccounts($attributes['accounts'])
             ->withAccountInformation()
             ->withBudgetInformation()
             ->withCategoryInformation()
@@ -113,11 +114,10 @@ class PopupReport implements PopupReportInterface
         if (null !== $currency) {
             $collector->setCurrency($currency);
         }
-
-        if (null === $budget->id) {
+        if (null === $budget->id || 0 === $budget->id) {
             $collector->setTypes([TransactionType::WITHDRAWAL])->withoutBudget();
         }
-        if (null !== $budget->id) {
+        if (null !== $budget->id && 0 !== $budget->id) {
             $collector->setBudget($budget);
         }
 

app/Jobs/CreateRecurringTransactions.php

@@ -362,11 +362,9 @@ class CreateRecurringTransactions implements ShouldQueue
         $groupTitle              = null;
         $count                   = $recurrence->recurrenceTransactions->count();
         // #8844, if there is one recurrence transaction, use the first title as the title.
-        if (1 === $count) {
-            /** @var RecurrenceTransaction $first */
-            $first      = $recurrence->recurrenceTransactions()->first();
-            $groupTitle = $first->description;
-        }
+        // #9305, if there is one recurrence transaction, group title must be NULL.
+        $groupTitle              = null;
+
         // #8844, if there are more, use the recurrence transaction itself.
         if ($count > 1) {
             $groupTitle = $recurrence->title;

app/JsonApi/V2/Accounts/AccountSchema.php

@@ -28,8 +28,6 @@ class AccountSchema extends Schema
      */
     public function fields(): array
     {
-        Log::debug(__METHOD__);
-
         return [
             ID::make(),
             Attribute::make('created_at'),

app/Services/Internal/Support/CreditRecalculateService.php

@@ -327,15 +327,17 @@ class CreditRecalculateService
 
         if ($isSameAccount && $isDebit && $this->isTransferIn($usedAmount, $type)) { // case 9
             $usedAmount = app('steam')->positive($usedAmount);
-            $result     = bcadd($leftOfDebt, $usedAmount);
-            app('log')->debug(sprintf('Case 9 (transfer into debit liability, means you owe more): %s + %s = %s', app('steam')->bcround($leftOfDebt, 2), app('steam')->bcround($usedAmount, 2), app('steam')->bcround($result, 2)));
+            $result     = bcsub($leftOfDebt, $usedAmount);
+            // 2024-10-05, #9225 this used to say you would owe more, but a transfer INTO a debit from wherever means you owe LESS.
+            app('log')->debug(sprintf('Case 9 (transfer into debit liability, means you owe LESS): %s - %s = %s', app('steam')->bcround($leftOfDebt, 2), app('steam')->bcround($usedAmount, 2), app('steam')->bcround($result, 2)));
 
             return $result;
         }
         if ($isSameAccount && $isDebit && $this->isTransferOut($usedAmount, $type)) { // case 10
             $usedAmount = app('steam')->positive($usedAmount);
-            $result     = bcsub($leftOfDebt, $usedAmount);
-            app('log')->debug(sprintf('Case 5 (transfer out of debit liability, means you owe less): %s - %s = %s', app('steam')->bcround($leftOfDebt, 2), app('steam')->bcround($usedAmount, 2), app('steam')->bcround($result, 2)));
+            $result     = bcadd($leftOfDebt, $usedAmount);
+            // 2024-10-05, #9225 this used to say you would owe less, but a transfer OUT OF a debit from wherever means you owe MORE.
+            app('log')->debug(sprintf('Case 10 (transfer out of debit liability, means you owe MORE): %s + %s = %s', app('steam')->bcround($leftOfDebt, 2), app('steam')->bcround($usedAmount, 2), app('steam')->bcround($result, 2)));
 
             return $result;
         }

app/Support/Http/Api/ParsesQueryFilters.php

@@ -35,6 +35,7 @@ trait ParsesQueryFilters
         $date  = today();
 
         $value = $parameters->filter()?->value($field, date('Y-m-d'));
+
         if (is_array($value)) {
             Log::error(sprintf('Multiple values for date field "%s". Using first value.', $field));
             $value = $value[0];
@@ -65,4 +66,9 @@ trait ParsesQueryFilters
     {
         return (string) ($parameters->page()[$field] ?? $default);
     }
+
+    private function stringFromFilterParams(QueryParameters $parameters, string $field, string $default): string
+    {
+        return (string)$parameters->filter()?->value($field, $default) ?? $default;
+    }
 }

app/Support/Http/Controllers/RenderPartialViews.php

@@ -115,6 +115,7 @@ trait RenderPartialViews
 
         $budget           = $budgetRepository->find((int)$attributes['budgetId']);
         if (null === $budget) {
+            // transactions without a budget.
             $budget = new Budget();
         }
         $journals         = $popupHelper->byBudget($budget, $attributes);

app/Support/Models/AccountBalanceCalculator.php

@@ -23,6 +23,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Support\Models;
 
+use Carbon\Carbon;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
 use FireflyIII\Models\AccountBalance;
@@ -74,7 +75,35 @@ class AccountBalanceCalculator
         foreach ($transactionJournal->transactions as $transaction) {
             $accounts->push($transaction->account);
         }
-        $object->optimizedCalculation($accounts);
+        $object->optimizedCalculation($accounts, $transactionJournal->date);
+    }
+
+    private function getLatestBalance(int $accountId, int $currencyId, ?Carbon $notBefore): string
+    {
+        if (null === $notBefore) {
+            return '0';
+        }
+        Log::debug(sprintf('getLatestBalance: notBefore date is "%s", calculating', $notBefore->format('Y-m-d')));
+        $query   = Transaction::leftJoin('transaction_journals', 'transaction_journals.id', '=', 'transactions.transaction_journal_id')
+            ->whereNull('transactions.deleted_at')
+            ->where('transaction_journals.transaction_currency_id', $currencyId)
+            ->whereNull('transaction_journals.deleted_at')
+            // this order is the same as GroupCollector
+            ->orderBy('transaction_journals.date', 'DESC')
+            ->orderBy('transaction_journals.order', 'ASC')
+            ->orderBy('transaction_journals.id', 'DESC')
+            ->orderBy('transaction_journals.description', 'DESC')
+            ->orderBy('transactions.amount', 'DESC')
+            ->where('transactions.account_id', $accountId)
+        ;
+        $notBefore->startOfDay();
+        $query->where('transaction_journals.date', '<', $notBefore);
+
+        $first   = $query->first(['transactions.id', 'transactions.balance_dirty', 'transactions.transaction_currency_id', 'transaction_journals.date', 'transactions.account_id', 'transactions.amount', 'transactions.balance_after']);
+        $balance = $first->balance_after ?? '0';
+        Log::debug(sprintf('getLatestBalance: found balance: %s in transaction #%d', $balance, $first->id ?? 0));
+
+        return $balance;
     }
 
     private function getAccountBalanceByAccount(int $account, int $currency): AccountBalance
@@ -98,9 +127,15 @@ class AccountBalanceCalculator
         return $entry;
     }
 
-    private function optimizedCalculation(Collection $accounts): void
+    private function optimizedCalculation(Collection $accounts, ?Carbon $notBefore = null): void
     {
         Log::debug('start of optimizedCalculation');
+        if (false === config('firefly.feature_flags.running_balance_column')) {
+            Log::debug('optimizedCalculation is disabled, return.');
+
+            return;
+        }
+
         if ($accounts->count() > 0) {
             Log::debug(sprintf('Limited to %d account(s)', $accounts->count()));
         }
@@ -120,6 +155,10 @@ class AccountBalanceCalculator
         if ($accounts->count() > 0) {
             $query->whereIn('transactions.account_id', $accounts->pluck('id')->toArray());
         }
+        if (null !== $notBefore) {
+            $notBefore->startOfDay();
+            $query->where('transaction_journals.date', '>=', $notBefore);
+        }
 
         $set      = $query->get(['transactions.id', 'transactions.balance_dirty', 'transactions.transaction_currency_id', 'transaction_journals.date', 'transactions.account_id', 'transactions.amount']);
 
@@ -127,7 +166,7 @@ class AccountBalanceCalculator
         foreach ($set as $entry) {
             // start with empty array:
             $balances[$entry->account_id]                                  ??= [];
-            $balances[$entry->account_id][$entry->transaction_currency_id] ??= '0';
+            $balances[$entry->account_id][$entry->transaction_currency_id] ??= $this->getLatestBalance($entry->account_id, $entry->transaction_currency_id, $notBefore);
 
             // before and after are easy:
             $before                                                        = $balances[$entry->account_id][$entry->transaction_currency_id];

app/Support/Twig/General.php

@@ -29,7 +29,6 @@ use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\User\UserRepositoryInterface;
 use FireflyIII\Support\Search\OperatorQuerySearch;
 use League\CommonMark\GithubFlavoredMarkdownConverter;
-use Route;
 use Twig\Extension\AbstractExtension;
 use Twig\TwigFilter;
 use Twig\TwigFunction;
@@ -63,12 +62,29 @@ class General extends AbstractExtension
                 }
 
                 /** @var Carbon $date */
-                $date    = session('end', today(config('app.timezone'))->endOfMonth());
-                $info    = app('steam')->balanceByTransactions($account, $date, null);
+                $date           = session('end', today(config('app.timezone'))->endOfMonth());
+                $runningBalance = config('firefly.feature_flags.running_balance_column');
+                $info           = [];
+                if (true === $runningBalance) {
+                    $info = app('steam')->balanceByTransactions($account, $date, null);
+                }
+                if (false === $runningBalance) {
+                    $info[] = app('steam')->balance($account, $date);
+                }
 
-                $strings = [];
+                $strings        = [];
                 foreach ($info as $currencyId => $balance) {
-                    $strings[] = app('amount')->formatByCurrencyId($currencyId, $balance, false);
+                    $balance = (string) $balance;
+                    if (0 === $currencyId) {
+                        // not good code but OK
+                        /** @var AccountRepositoryInterface $accountRepos */
+                        $accountRepos = app(AccountRepositoryInterface::class);
+                        $currency     = $accountRepos->getAccountCurrency($account) ?? app('amount')->getDefaultCurrency();
+                        $strings[]    = app('amount')->formatAnything($currency, $balance, false);
+                    }
+                    if (0 !== $currencyId) {
+                        $strings[] = app('amount')->formatByCurrencyId($currencyId, $balance, false);
+                    }
                 }
 
                 return implode(', ', $strings);
@@ -198,7 +214,7 @@ class General extends AbstractExtension
                     ]
                 );
 
-                return (string)$converter->convert($text);
+                return (string) $converter->convert($text);
             },
             ['is_safe' => ['html']]
         );
@@ -212,8 +228,8 @@ class General extends AbstractExtension
         return new TwigFilter(
             'phphost',
             static function (string $string): string {
-                $proto = (string)parse_url($string, PHP_URL_SCHEME);
-                $host  = (string)parse_url($string, PHP_URL_HOST);
+                $proto = (string) parse_url($string, PHP_URL_SCHEME);
+                $host  = (string) parse_url($string, PHP_URL_HOST);
 
                 return e(sprintf('%s://%s', $proto, $host));
             }

app/Validation/AccountValidator.php

@@ -86,7 +86,7 @@ class AccountValidator
             app('log')->debug('AccountValidator source is set to NULL');
         }
         if (null !== $account) {
-            app('log')->debug(sprintf('AccountValidator source is set to #%d: "%s" (%s)', $account->id, $account->name, $account->accountType->type));
+            app('log')->debug(sprintf('AccountValidator source is set to #%d: "%s" (%s)', $account->id, $account->name, $account->accountType?->type));
         }
         $this->source = $account;
     }

changelog.md

@@ -3,6 +3,69 @@
 All notable changes to this project will be documented in this file.
 This project adheres to [Semantic Versioning](http://semver.org/).
 
+## 6.1.21 - 2024-09-30
+
+### Added
+
+- Enabled the expression engine built by @michaelhthomas. Read more about it in [the documentation](https://docs.firefly-iii.org/references/firefly-iii/rule-expressions/).
+- Add running balance data, see if it can be used in the layout in the future.
+- [PR 9160](https://github.com/firefly-iii/firefly-iii/pull/9160) (add test cases for api/v1/autocomplete/CategoryController) reported by @tasnim0tantawi
+- [PR 9178](https://github.com/firefly-iii/firefly-iii/pull/9178) (Add  test cases for Api\V1\Controllers\Autocomplete\BillController & BudgetController) reported by @tasnim0tantawi
+- [PR 9171](https://github.com/firefly-iii/firefly-iii/pull/9171) (Add about test) reported by @mzhubail
+
+### Changed
+
+- [PR 9096](https://github.com/firefly-iii/firefly-iii/pull/9096) (chore: fix some comments) reported by @withbest
+
+### Fixed
+
+- [Issue 9078](https://github.com/firefly-iii/firefly-iii/issues/9078) (bcadd exception while using POST transactions) reported by @dbtdsilva
+- [Discussion 9080](https://github.com/orgs/firefly-iii/discussions/9080) (Incorrect sorting on expense accounts) started by @pc-zookeeper
+- [Issue 9084](https://github.com/firefly-iii/firefly-iii/issues/9084) (API Call for bills/nextExpectedMatch does not update) reported by @marcelweikum
+- [Issue 9103](https://github.com/firefly-iii/firefly-iii/issues/9103) (Default Currency does not apply to Accounts.) reported by @chrisgriff1512
+- [Issue 9140](https://github.com/firefly-iii/firefly-iii/issues/9140) (Dashboard 'Today' option chooses 1st of month (not current date)) reported by @PAS-BC
+- [PR 9179](https://github.com/firefly-iii/firefly-iii/pull/9179) (fix Navigation.php MTD logic to make tests pass.) reported by @tasnim0tantawi
+- [PR 9239](https://github.com/firefly-iii/firefly-iii/pull/9239) (Fix webhook index page when Firefly is not served at root) reported by @jfpedroza
+- [Issue 9168](https://github.com/firefly-iii/firefly-iii/issues/9168) (Custom logout URL doesn't work.) reported by @JC5
+- [Issue 9155](https://github.com/firefly-iii/firefly-iii/issues/9155) (internal_reference_is does not correctly match numeric internal references) reported by @Lrns123
+- [Issue 9275](https://github.com/firefly-iii/firefly-iii/issues/9275) (Long wait when editing a transaction) reported by @JC5
+- [Issue 9278](https://github.com/firefly-iii/firefly-iii/issues/9278) (Update to v6.1.20 changed Balance of Account) reported by @JeuJeus
+- [Issue 9281](https://github.com/firefly-iii/firefly-iii/issues/9281) (Update to v6.1.20 leads to a type error) reported by @krakonos1602
+
+### API
+
+- Expand v2 API
+
+## 6.1.20 - 2024-09-29
+
+### Added
+
+- Enabled the expression engine built by @michaelhthomas. Read more about it in [the documentation](https://docs.firefly-iii.org/references/firefly-iii/rule-expressions/).
+- Add running balance data, see if it can be used in the layout in the future.
+- [PR 9160](https://github.com/firefly-iii/firefly-iii/pull/9160) (add test cases for api/v1/autocomplete/CategoryController) reported by @tasnim0tantawi
+- [PR 9178](https://github.com/firefly-iii/firefly-iii/pull/9178) (Add  test cases for Api\V1\Controllers\Autocomplete\BillController & BudgetController) reported by @tasnim0tantawi
+- [PR 9171](https://github.com/firefly-iii/firefly-iii/pull/9171) (Add about test) reported by @mzhubail
+
+### Changed
+
+- [PR 9096](https://github.com/firefly-iii/firefly-iii/pull/9096) (chore: fix some comments) reported by @withbest
+
+### Fixed
+
+- [Issue 9078](https://github.com/firefly-iii/firefly-iii/issues/9078) (bcadd exception while using POST transactions) reported by @dbtdsilva
+- [Discussion 9080](https://github.com/orgs/firefly-iii/discussions/9080) (Incorrect sorting on expense accounts) started by @pc-zookeeper
+- [Issue 9084](https://github.com/firefly-iii/firefly-iii/issues/9084) (API Call for bills/nextExpectedMatch does not update) reported by @marcelweikum
+- [Issue 9103](https://github.com/firefly-iii/firefly-iii/issues/9103) (Default Currency does not apply to Accounts.) reported by @chrisgriff1512
+- [Issue 9140](https://github.com/firefly-iii/firefly-iii/issues/9140) (Dashboard 'Today' option chooses 1st of month (not current date)) reported by @PAS-BC
+- [PR 9179](https://github.com/firefly-iii/firefly-iii/pull/9179) (fix Navigation.php MTD logic to make tests pass.) reported by @tasnim0tantawi
+- [PR 9239](https://github.com/firefly-iii/firefly-iii/pull/9239) (Fix webhook index page when Firefly is not served at root) reported by @jfpedroza
+- [Issue 9168](https://github.com/firefly-iii/firefly-iii/issues/9168) (Custom logout URL doesn't work.) reported by @JC5
+- [Issue 9155](https://github.com/firefly-iii/firefly-iii/issues/9155) (internal_reference_is does not correctly match numeric internal references) reported by @Lrns123
+
+### API
+
+- Expand v2 API
+
 ## 6.1.19 - 2024-07-20
 
 ### Fixed

composer.json

@@ -98,6 +98,7 @@
         "league/commonmark": "2.*",
         "league/csv": "^9.10",
         "league/fractal": "0.*",
+        "mailersend/laravel-driver": "^2.7",
         "nunomaduro/collision": "^8",
         "pragmarx/google2fa": "^8.0",
         "predis/predis": "^2.2",
@@ -123,7 +124,7 @@
         "phpstan/extension-installer": "^1.4",
         "phpstan/phpstan": "^1.10",
         "phpstan/phpstan-deprecation-rules": "^1.1",
-        "phpstan/phpstan-strict-rules": "^1.4",
+        "phpstan/phpstan-strict-rules": "^1.6",
         "phpunit/phpunit": "^10",
         "thecodingmachine/phpstan-strict-rules": "^1.0"
     },
@@ -194,7 +195,8 @@
         "optimize-autoloader": true,
         "allow-plugins": {
             "composer/package-versions-deprecated": true,
-            "phpstan/extension-installer": true
+            "phpstan/extension-installer": true,
+            "php-http/discovery": true
         }
     }
 }

config/firefly.php

@@ -65,10 +65,6 @@ use FireflyIII\Support\Binder\UserGroupAccount;
 use FireflyIII\Support\Binder\UserGroupBill;
 use FireflyIII\Support\Binder\UserGroupTransaction;
 use FireflyIII\TransactionRules\Actions\AddTag;
-use FireflyIII\TransactionRules\Actions\AppendDescription;
-use FireflyIII\TransactionRules\Actions\AppendDescriptionToNotes;
-use FireflyIII\TransactionRules\Actions\AppendNotes;
-use FireflyIII\TransactionRules\Actions\AppendNotesToDescription;
 use FireflyIII\TransactionRules\Actions\ClearBudget;
 use FireflyIII\TransactionRules\Actions\ClearCategory;
 use FireflyIII\TransactionRules\Actions\ClearNotes;
@@ -77,10 +73,6 @@ use FireflyIII\TransactionRules\Actions\ConvertToTransfer;
 use FireflyIII\TransactionRules\Actions\ConvertToWithdrawal;
 use FireflyIII\TransactionRules\Actions\DeleteTransaction;
 use FireflyIII\TransactionRules\Actions\LinkToBill;
-use FireflyIII\TransactionRules\Actions\MoveDescriptionToNotes;
-use FireflyIII\TransactionRules\Actions\MoveNotesToDescription;
-use FireflyIII\TransactionRules\Actions\PrependDescription;
-use FireflyIII\TransactionRules\Actions\PrependNotes;
 use FireflyIII\TransactionRules\Actions\RemoveAllTags;
 use FireflyIII\TransactionRules\Actions\RemoveTag;
 use FireflyIII\TransactionRules\Actions\SetAmount;
@@ -110,14 +102,15 @@ return [
     ],
     // some feature flags:
     'feature_flags'                => [
-        'export'            => true,
-        'telemetry'         => false,
-        'webhooks'          => true,
-        'handle_debts'      => true,
-        'expression_engine' => true,
+        'export'                 => true,
+        'telemetry'              => false,
+        'webhooks'               => true,
+        'handle_debts'           => true,
+        'expression_engine'      => true,
+        'running_balance_column' => env('USE_RUNNING_BALANCE', false),
         // see cer.php for exchange rates feature flag.
     ],
-    'version'                      => 'develop/2024-09-14',
+    'version'                      => 'develop/2024-10-07',
     'api_version'                  => '2.1.0',
     'db_version'                   => 24,
 

config/mail.php

@@ -35,7 +35,7 @@ return [
     'default'  => envNonEmpty('MAIL_MAILER', 'log'),
 
     'mailers'  => [
-        'smtp'     => [
+        'smtp'       => [
             'transport'   => 'smtp',
             'host'        => envNonEmpty('MAIL_HOST', 'smtp.mailtrap.io'),
             'port'        => (int)env('MAIL_PORT', 2525),
@@ -45,39 +45,41 @@ return [
             'timeout'     => null,
             'verify_peer' => null !== env('MAIL_ENCRYPTION'),
         ],
-
-        'ses'      => [
+        'mailersend' => [
+            'transport' => 'mailersend',
+        ],
+        'ses'        => [
             'transport' => 'ses',
         ],
 
-        'mailgun'  => [
+        'mailgun'    => [
             'transport' => 'mailgun',
         ],
 
-        'mandrill' => [
+        'mandrill'   => [
             'transport' => 'mandrill',
         ],
 
-        'postmark' => [
+        'postmark'   => [
             'transport' => 'postmark',
         ],
 
-        'sendmail' => [
+        'sendmail'   => [
             'transport' => 'sendmail',
             'path'      => envNonEmpty('MAIL_SENDMAIL_COMMAND', '/usr/sbin/sendmail -bs'),
         ],
-        'log'      => [
+        'log'        => [
             'transport' => 'log',
             'channel'   => env('MAIL_LOG_CHANNEL', 'stack'),
             'level'     => 'info',
         ],
-        'null'     => [
+        'null'       => [
             'transport' => 'log',
             'channel'   => env('MAIL_LOG_CHANNEL', 'stack'),
             'level'     => 'notice',
         ],
 
-        'array'    => [
+        'array'      => [
             'transport' => 'array',
         ],
     ],

package.json

@@ -5,5 +5,8 @@
     "workspaces": [
         "resources/assets/v1",
         "resources/assets/v2"
-    ]
+    ],
+    "devDependencies": {
+        "postcss": "^8.4.47"
+    }
 }

public/v1/js/ff/charts.defaults.js

@@ -73,6 +73,7 @@ function formatLabel(str, maxwidth) {
 }
 
 var defaultChartOptions = {
+
     elements: {
         line: {
             cubicInterpolationMode: 'monotone'
@@ -158,4 +159,4 @@ var neutralDefaultPieOptions = {
     },
     maintainAspectRatio: true,
     responsive: true
-};
+};

public/v1/js/ff/rules/create-edit.js

@@ -337,6 +337,13 @@ function updateTriggerInput(selectList) {
             console.log('Select list value is ' + selectList.val() + ', so input needs auto complete.');
             createAutoComplete(inputResult, 'api/v1/autocomplete/tags');
             break;
+        case 'bill_contains':
+        case 'bill_ends':
+        case 'bill_is':
+        case 'bill_starts':
+            console.log('Select list value is ' + selectList.val() + ', so input needs auto complete.');
+            createAutoComplete(inputResult, 'api/v1/autocomplete/bills');
+            break;
         case 'budget_is':
             console.log('Select list value is ' + selectList.val() + ', so input needs auto complete.');
             createAutoComplete(inputResult, 'api/v1/autocomplete/budgets');

resources/assets/v1/package.json

@@ -10,7 +10,7 @@
         "prod": "mix --production"
     },
     "dependencies": {
-        "date-fns": "^3.6.0",
+        "date-fns": "^4.0.0",
         "stream-browserify": "^3.0.0"
     },
     "devDependencies": {
@@ -22,7 +22,7 @@
         "font-awesome": "^4.7.0",
         "jquery": "^3",
         "laravel-mix": "^6.0",
-        "postcss": ">=8.4.45",
+        "postcss": "^8.4.47",
         "uiv": "^1.4",
         "vue": "^2.7",
         "vue-i18n": "^8",

resources/assets/v1/src/components/transactions/CreateTransaction.vue

@@ -887,6 +887,7 @@ export default {
 
         deleteTransaction: function (index, event) {
             event.preventDefault();
+            console.log('Remove transaction.');
             this.transactions.splice(index, 1);
         },
         limitSourceType: function (type) {

resources/assets/v1/src/components/webhooks/Index.vue

@@ -122,7 +122,7 @@ export default {
       webhook.show_secret = !webhook.show_secret;
     },
     downloadWebhooks: function (page) {
-      axios.get("/api/v1/webhooks?page=" + page).then((response) => {
+      axios.get("./api/v1/webhooks?page=" + page).then((response) => {
         for (let i in response.data.data) {
           if (response.data.data.hasOwnProperty(i)) {
             let current = response.data.data[i];

resources/assets/v2/package.json

@@ -30,7 +30,7 @@
         "chart.js": "^4.4.0",
         "chartjs-adapter-date-fns": "^3.0.0",
         "chartjs-chart-sankey": "^0.12.1",
-        "date-fns": "^3.6.0",
+        "date-fns": "^4.0.0",
         "i18next": "^23.11.2",
         "i18next-chained-backend": "^4.6.2",
         "i18next-http-backend": "^2.4.2",

resources/views/accounts/index.twig

@@ -67,6 +67,18 @@
     {% endif %}
     {% if accounts.count() == 0 and page == 1 %}
         {% include 'partials.empty' with {objectType: objectType, type: 'accounts',route: route('accounts.create', [objectType])} %}
+
+        {% if inactiveCount > 0 %}
+            <p class="text-center"><small>
+                    <em>
+                        <a href="{{ route('accounts.inactive.index', objectType) }}" class="text-muted">
+                            {{ trans_choice('firefly.inactive_account_link', inactiveCount) }}
+                        </a>
+                    </em>
+                </small>
+            </p>
+        {% endif %}
+
     {% endif %}
 {% endblock %}
 

resources/views/partials/menu-sidebar.twig

@@ -85,12 +85,12 @@
                 </a>
             </li>
             {% if true == featuringWebhooks %}
-            <li class="{{ activeRoutePartial('webhooks') }}">
-                <a href="{{ route('webhooks.index') }}">
-                    <span class="fa fa-angle-right fa-fw"></span>
-                    <span>{{ 'webhooks'|_ }}</span>
-                </a>
-            </li>
+                <li class="{{ activeRoutePartial('webhooks') }}">
+                    <a href="{{ route('webhooks.index') }}">
+                        <span class="fa fa-angle-right fa-fw"></span>
+                        <span>{{ 'webhooks'|_ }}</span>
+                    </a>
+                </li>
             {% else %}
                 <li class="">
                     <a href="#">
@@ -230,10 +230,18 @@
         </ul>
     </li>
 
-
-    {% if 'remote_user_guard' != authGuard or '' != logoutUri %}
+    {% if 'web' == authGuard %}
         <li>
             <a href="{{ route('logout') }}" class="logout-link">
+                <em class="fa fa-sign-out fa-fw"></em>
+                <span>{{ 'logout'|_ }}
+                </span>
+            </a>
+        </li>
+    {% endif %}
+    {% if 'remote_user_guard' == authGuard and '' != logoutUrl %}
+        <li>
+            <a href="{{ logoutUrl }}">
                 <em class="fa fa-sign-out fa-fw"></em>
                 <span>{{ 'logout'|_ }}</span>
             </a>

resources/views/reports/partials/budgets.twig

@@ -61,7 +61,7 @@
                 <td class="hidden-xs">
                     {% if budget_limit.spent != 0 %}
                         <span class="fa fa-fw text-muted fa-info-circle firefly-info-button"
-                           data-location="budget-spent-amount" data-currency-id="{{ budget_limit.currency_id }}" data-budget-id="{{ budget.budget_id }}"></span>
+                           data-location="budget-spent-amount" data-currency-id="{{ budget_limit.currency_id }}" data-budget-id="{% if '' == budget.budget_id %}0{% else %}{{ budget.budget_id }}{% endif %}"></span>
                     {% endif %}
                 </td>
 

tests/integration/Api/Autocomplete/BillControllerTest.php

@@ -43,7 +43,7 @@ final class BillControllerTest extends TestCase
      */
     use RefreshDatabase;
 
-    private function createAuthenticatedUser(): User
+    protected function createAuthenticatedUser(): User
     {
         $userGroup = UserGroup::create(['title' => 'Test Group']);
 

tests/integration/Api/Autocomplete/BudgetControllerTest.php

@@ -43,7 +43,7 @@ final class BudgetControllerTest extends TestCase
      */
     use RefreshDatabase;
 
-    private function createAuthenticatedUser(): User
+    protected function createAuthenticatedUser(): User
     {
         $userGroup = UserGroup::create(['title' => 'Test Group']);
 

tests/integration/Api/Autocomplete/CategoryControllerTest.php

@@ -42,7 +42,7 @@ final class CategoryControllerTest extends TestCase
      */
     use RefreshDatabase;
 
-    private function createAuthenticatedUser(): User
+    protected function createAuthenticatedUser(): User
     {
         return User::create([
             'email'    => 'test@email.com',