Merge pull request #10749 from firefly-iii/release-1755022724

🤖 Automatically merge the PR into the develop branch.

.github/workflows/close-duplicates.yml

@@ -13,7 +13,7 @@ jobs:
   close_duplicates:
     runs-on: ubuntu-latest
     steps:
-      - uses: github/command@v2.0.1
+      - uses: github/command@v2.0.2
         id: command
         with:
           allowed_contexts: "issue"

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

@@ -31,6 +31,7 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Support\Debug\Timer;
+use FireflyIII\Support\Facades\Amount;
 use FireflyIII\Support\Facades\Steam;
 use FireflyIII\Support\Http\Api\AccountFilter;
 use FireflyIII\User;
@@ -84,12 +85,15 @@ class AccountController extends Controller
         $query       = $data['query'];
         $date        = $data['date'] ?? today(config('app.timezone'));
         $return      = [];
-        Timer::start(sprintf('AC accounts "%s"', $query));
+        $timer       = Timer::getInstance();
+        $timer->start(sprintf('AC accounts "%s"', $query));
         $result      = $this->repository->searchAccount((string) $query, $types, $this->parameters->get('limit'));
 
         // set date to subday + end-of-day for account balance. so it is at $date 23:59:59
         $date->endOfDay();
 
+        $allBalances = Steam::accountsBalancesOptimized($result, $date, $this->primaryCurrency, $this->convertToPrimary);
+
         /** @var Account $account */
         foreach ($result as $account) {
             $nameWithBalance = $account->name;
@@ -98,15 +102,11 @@ class AccountController extends Controller
             if (in_array($account->accountType->type, $this->balanceTypes, true)) {
                 // this one is correct.
                 Log::debug(sprintf('accounts: Call finalAccountBalance with date/time "%s"', $date->toIso8601String()));
-                $balance         = Steam::finalAccountBalance($account, $date);
+                $balance         = $allBalances[$account->id] ?? [];
                 $key             = $this->convertToPrimary && $currency->id !== $this->primaryCurrency->id ? 'pc_balance' : 'balance';
                 $useCurrency     = $this->convertToPrimary && $currency->id !== $this->primaryCurrency->id ? $this->primaryCurrency : $currency;
                 $amount          = $balance[$key] ?? '0';
-                $nameWithBalance = sprintf(
+                $nameWithBalance = sprintf('%s (%s)', $account->name, Amount::formatAnything($useCurrency, $amount, false));
-                    '%s (%s)',
-                    $account->name,
-                    app('amount')->formatAnything($useCurrency, $amount, false)
-                );
             }
 
             $return[]        = [
@@ -138,7 +138,7 @@ class AccountController extends Controller
                 return $posA - $posB;
             }
         );
-        Timer::stop(sprintf('AC accounts "%s"', $query));
+        $timer->stop(sprintf('AC accounts "%s"', $query));
 
         return response()->api($return);
     }

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

@@ -0,0 +1,97 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V1\Controllers\Chart;
+
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Chart\ChartRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Chart\ChartData;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Http\Api\AccountBalanceGrouped;
+use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
+use Illuminate\Http\JsonResponse;
+
+/**
+ * Class BalanceController
+ */
+class BalanceController extends Controller
+{
+    use CleansChartData;
+    use CollectsAccountsFromFilter;
+
+    private ChartData                  $chartData;
+    private GroupCollectorInterface    $collector;
+    private AccountRepositoryInterface $repository;
+
+    // private TransactionCurrency        $default;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->repository = app(AccountRepositoryInterface::class);
+                $this->collector  = app(GroupCollectorInterface::class);
+                $userGroup        = $this->validateUserGroup($request);
+                $this->repository->setUserGroup($userGroup);
+                $this->collector->setUserGroup($userGroup);
+                $this->chartData  = new ChartData();
+                // $this->default    = app('amount')->getPrimaryCurrency();
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * The code is practically a duplicate of ReportController::operations.
+     *
+     * Currency is up to the account/transactions in question, but conversion to the default
+     * currency is possible.
+     *
+     * If the transaction being processed is already in native currency OR if the
+     * foreign amount is in the native currency, the amount will not be converted.
+     *
+     * @throws FireflyException
+     */
+    public function balance(ChartRequest $request): JsonResponse
+    {
+        $queryParameters = $request->getParameters();
+        $accounts        = $this->getAccountList($queryParameters);
+
+        // prepare for currency conversion and data collection:
+        /** @var TransactionCurrency $primary */
+        $primary         = Amount::getPrimaryCurrency();
+
+        // get journals for entire period:
+
+        $this->collector->setRange($queryParameters['start'], $queryParameters['end'])
+            ->withAccountInformation()
+            ->setXorAccounts($accounts)
+            ->setTypes([TransactionTypeEnum::WITHDRAWAL->value, TransactionTypeEnum::DEPOSIT->value, TransactionTypeEnum::RECONCILIATION->value, TransactionTypeEnum::TRANSFER->value])
+        ;
+        $journals        = $this->collector->getExtractedJournals();
+
+        $object          = new AccountBalanceGrouped();
+        $object->setPreferredRange($queryParameters['period']);
+        $object->setPrimary($primary);
+        $object->setAccounts($accounts);
+        $object->setJournals($journals);
+        $object->setStart($queryParameters['start']);
+        $object->setEnd($queryParameters['end']);
+        $object->groupByCurrencyAndPeriod();
+        $data            = $object->convertToChartData();
+        foreach ($data as $entry) {
+            $this->chartData->add($entry);
+        }
+
+        return response()->json($this->chartData->render());
+    }
+}

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

@@ -26,7 +26,7 @@ namespace FireflyIII\Api\V1\Controllers\Chart;
 
 use Carbon\Carbon;
 use FireflyIII\Api\V1\Controllers\Controller;
-use FireflyIII\Api\V1\Requests\Generic\DateRequest;
+use FireflyIII\Api\V1\Requests\Data\DateRequest;
 use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Budget;
@@ -291,7 +291,7 @@ class BudgetController extends Controller
                 }
                 if ($current->transaction_currency_id !== $this->primaryCurrency->id) {
                     // convert and then add it.
-                    $converted = $converter->convert($current->transactionCurrency, $this->primaryCurrency, $limit->start_date, $limit->amount);
+                    $converted = $converter->convert($current->transactionCurrency, $this->primaryCurrency, $current->start_date, $current->amount);
                     $amount    = bcadd($amount, $converted);
                     Log::debug(sprintf('Budgeted in limit #%d: %s %s, converted to %s %s', $current->id, $current->transactionCurrency->code, $current->amount, $this->primaryCurrency->code, $converted));
                     Log::debug(sprintf('Set amount in limit to %s', $amount));

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

@@ -26,7 +26,7 @@ namespace FireflyIII\Api\V1\Controllers\Chart;
 
 use Carbon\Carbon;
 use FireflyIII\Api\V1\Controllers\Controller;
-use FireflyIII\Api\V1\Request\Generic\DateRequest;
+use FireflyIII\Api\V1\Requests\Data\DateRequest;
 use FireflyIII\Enums\AccountTypeEnum;
 use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Enums\UserRoleEnum;

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

@@ -30,6 +30,7 @@ use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\Account;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEnrichment;
 use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\PiggyBankTransformer;
@@ -117,6 +118,13 @@ class ListController extends Controller
         $count       = $collection->count();
         $piggyBanks  = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $piggyBanks  = $enrichment->enrich($piggyBanks);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($piggyBanks, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.accounts.piggy-banks', [$account->id]).$this->buildParams());
@@ -125,7 +133,7 @@ class ListController extends Controller
         $transformer = app(PiggyBankTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new FractalCollection($piggyBanks, $transformer, 'piggy_banks');
+        $resource    = new FractalCollection($piggyBanks, $transformer, 'piggy-banks');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -96,8 +96,8 @@ class ShowController extends Controller
         /** @var User $admin */
         $admin       = auth()->user();
         $enrichment  = new AccountEnrichment();
+        $enrichment->setDate($this->parameters->get('date'));
         $enrichment->setUser($admin);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $accounts    = $enrichment->enrich($accounts);
 
         // make paginator:
@@ -131,8 +131,8 @@ class ShowController extends Controller
         /** @var User $admin */
         $admin       = auth()->user();
         $enrichment  = new AccountEnrichment();
+        $enrichment->setDate($this->parameters->get('date'));
         $enrichment->setUser($admin);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $account     = $enrichment->enrichSingle($account);
 
 

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

@@ -75,8 +75,8 @@ class StoreController extends Controller
         /** @var User $admin */
         $admin       = auth()->user();
         $enrichment  = new AccountEnrichment();
+        $enrichment->setDate(null);
         $enrichment->setUser($admin);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $account     = $enrichment->enrichSingle($account);
 
         /** @var AccountTransformer $transformer */

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

@@ -80,8 +80,8 @@ class UpdateController extends Controller
         /** @var User $admin */
         $admin        = auth()->user();
         $enrichment   = new AccountEnrichment();
+        $enrichment->setDate(null);
         $enrichment->setUser($admin);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $account      = $enrichment->enrichSingle($account);
 
         /** @var AccountTransformer $transformer */

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

@@ -28,6 +28,7 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\AvailableBudget;
 use FireflyIII\Repositories\Budget\AvailableBudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\AvailableBudgetEnrichment;
 use FireflyIII\Transformers\AvailableBudgetTransformer;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
@@ -75,7 +76,6 @@ class ShowController extends Controller
 
         // types to get, page size:
         $pageSize         = $this->parameters->get('limit');
-
         $start            = $this->parameters->get('start');
         $end              = $this->parameters->get('end');
 
@@ -84,6 +84,13 @@ class ShowController extends Controller
         $count            = $collection->count();
         $availableBudgets = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin            = auth()->user();
+        $enrichment       = new AvailableBudgetEnrichment();
+        $enrichment->setUser($admin);
+        $availableBudgets = $enrichment->enrich($availableBudgets);
+
         // make paginator:
         $paginator        = new LengthAwarePaginator($availableBudgets, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.available-budgets.index').$this->buildParams());
@@ -107,11 +114,23 @@ class ShowController extends Controller
     public function show(AvailableBudget $availableBudget): JsonResponse
     {
         $manager         = $this->getManager();
+        $start           = $this->parameters->get('start');
+        $end             = $this->parameters->get('end');
 
         /** @var AvailableBudgetTransformer $transformer */
         $transformer     = app(AvailableBudgetTransformer::class);
         $transformer->setParameters($this->parameters);
 
+        // enrich
+        /** @var User $admin */
+        $admin           = auth()->user();
+        $enrichment      = new AvailableBudgetEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($start);
+        $enrichment->setEnd($end);
+        $availableBudget = $enrichment->enrichSingle($availableBudget);
+
+
         $resource        = new Item($availableBudget, $transformer, 'available_budgets');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -83,8 +83,6 @@ class ShowController extends Controller
         $admin       = auth()->user();
         $enrichment  = new SubscriptionEnrichment();
         $enrichment->setUser($admin);
-        $enrichment->setConvertToPrimary($this->convertToPrimary);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $enrichment->setStart($this->parameters->get('start'));
         $enrichment->setEnd($this->parameters->get('end'));
         $bills       = $enrichment->enrich($bills);
@@ -114,8 +112,6 @@ class ShowController extends Controller
         $admin       = auth()->user();
         $enrichment  = new SubscriptionEnrichment();
         $enrichment->setUser($admin);
-        $enrichment->setConvertToPrimary($this->convertToPrimary);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $enrichment->setStart($this->parameters->get('start'));
         $enrichment->setEnd($this->parameters->get('end'));
         $bill        = $enrichment->enrichSingle($bill);

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

@@ -79,8 +79,6 @@ class StoreController extends Controller
         $admin       = auth()->user();
         $enrichment  = new SubscriptionEnrichment();
         $enrichment->setUser($admin);
-        $enrichment->setConvertToPrimary($this->convertToPrimary);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $enrichment->setStart($this->parameters->get('start'));
         $enrichment->setEnd($this->parameters->get('end'));
         $bill        = $enrichment->enrichSingle($bill);

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

@@ -74,8 +74,6 @@ class UpdateController extends Controller
         $admin       = auth()->user();
         $enrichment  = new SubscriptionEnrichment();
         $enrichment->setUser($admin);
-        $enrichment->setConvertToPrimary($this->convertToPrimary);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $enrichment->setStart($this->parameters->get('start'));
         $enrichment->setEnd($this->parameters->get('end'));
         $bill        = $enrichment->enrichSingle($bill);

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

@@ -32,6 +32,7 @@ use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
 use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
 use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\BudgetLimitTransformer;
@@ -117,6 +118,14 @@ class ListController extends Controller
         $paginator    = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.budgets.budget-limits', [$budget->id]).$this->buildParams());
 
+        // enrich
+        /** @var User $admin */
+        $admin        = auth()->user();
+        $enrichment   = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimits = $enrichment->enrich($budgetLimits);
+
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer  = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -29,7 +29,9 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetEnrichment;
 use FireflyIII\Transformers\BudgetTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
 use League\Fractal\Pagination\IlluminatePaginatorAdapter;
@@ -82,6 +84,15 @@ class ShowController extends Controller
         $count       = $collection->count();
         $budgets     = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $budgets     = $enrichment->enrich($budgets);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($budgets, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.budgets.index').$this->buildParams());
@@ -103,6 +114,15 @@ class ShowController extends Controller
     {
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $budget      = $enrichment->enrichSingle($budget);
+
         /** @var BudgetTransformer $transformer */
         $transformer = app(BudgetTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Budget\StoreRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetEnrichment;
 use FireflyIII\Transformers\BudgetTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -69,6 +71,13 @@ class StoreController extends Controller
         $budget->refresh();
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetEnrichment();
+        $enrichment->setUser($admin);
+        $budget      = $enrichment->enrichSingle($budget);
+
         /** @var BudgetTransformer $transformer */
         $transformer = app(BudgetTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Budget\UpdateRequest;
 use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetEnrichment;
 use FireflyIII\Transformers\BudgetTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -67,6 +69,13 @@ class UpdateController extends Controller
         $budget      = $this->repository->update($budget, $data);
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetEnrichment();
+        $enrichment->setUser($admin);
+        $budget      = $enrichment->enrichSingle($budget);
+
         /** @var BudgetTransformer $transformer */
         $transformer = app(BudgetTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -31,6 +31,7 @@ use FireflyIII\Models\Budget;
 use FireflyIII\Models\BudgetLimit;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
 use FireflyIII\Transformers\BudgetLimitTransformer;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
@@ -84,6 +85,14 @@ class ShowController extends Controller
         $paginator    = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.budgets.limits.index', [$budget->id]).$this->buildParams());
 
+
+        // enrich
+        /** @var User $admin */
+        $admin        = auth()->user();
+        $enrichment   = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimits = $enrichment->enrich($budgetLimits);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer  = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);
@@ -113,6 +122,13 @@ class ShowController extends Controller
         $paginator    = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.budget-limits.index').$this->buildParams());
 
+        // enrich
+        /** @var User $admin */
+        $admin        = auth()->user();
+        $enrichment   = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimits = $enrichment->enrich($budgetLimits);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer  = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);
@@ -137,6 +153,13 @@ class ShowController extends Controller
         // continue!
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimit = $enrichment->enrichSingle($budgetLimit);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -28,6 +28,7 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\BudgetLimit\StoreRequest;
 use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
 use FireflyIII\Transformers\BudgetLimitTransformer;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
@@ -74,6 +75,13 @@ class StoreController extends Controller
         $budgetLimit        = $this->blRepository->store($data);
         $manager            = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin              = auth()->user();
+        $enrichment         = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimit        = $enrichment->enrichSingle($budgetLimit);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer        = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -30,6 +30,7 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Budget;
 use FireflyIII\Models\BudgetLimit;
 use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
 use FireflyIII\Transformers\BudgetLimitTransformer;
 use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
@@ -80,6 +81,13 @@ class UpdateController extends Controller
         $budgetLimit       = $this->blRepository->update($budgetLimit, $data);
         $manager           = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin             = auth()->user();
+        $enrichment        = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimit       = $enrichment->enrich($budgetLimit);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer       = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Category;
 use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\CategoryEnrichment;
 use FireflyIII\Transformers\CategoryTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
 use League\Fractal\Pagination\IlluminatePaginatorAdapter;
@@ -78,6 +80,15 @@ class ShowController extends Controller
         $count       = $collection->count();
         $categories  = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new CategoryEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $categories  = $enrichment->enrich($categories);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($categories, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.categories.index').$this->buildParams());
@@ -105,6 +116,15 @@ class ShowController extends Controller
         $transformer = app(CategoryTransformer::class);
         $transformer->setParameters($this->parameters);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new CategoryEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $category    = $enrichment->enrichSingle($category);
+
         $resource    = new Item($category, $transformer, 'categories');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Category\StoreRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\CategoryEnrichment;
 use FireflyIII\Transformers\CategoryTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -72,6 +74,15 @@ class StoreController extends Controller
         $transformer = app(CategoryTransformer::class);
         $transformer->setParameters($this->parameters);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new CategoryEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $category    = $enrichment->enrichSingle($category);
+
         $resource    = new Item($category, $transformer, 'categories');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Category\UpdateRequest;
 use FireflyIII\Models\Category;
 use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\CategoryEnrichment;
 use FireflyIII\Transformers\CategoryTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -71,6 +73,15 @@ class UpdateController extends Controller
         $transformer = app(CategoryTransformer::class);
         $transformer->setParameters($this->parameters);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new CategoryEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $category    = $enrichment->enrichSingle($category);
+
         $resource    = new Item($category, $transformer, 'categories');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -25,6 +25,7 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Controllers\Models\CurrencyExchangeRate;
 
 use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Repositories\ExchangeRate\ExchangeRateRepositoryInterface;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use FireflyIII\Transformers\ExchangeRateTransformer;
@@ -39,7 +40,7 @@ class IndexController extends Controller
     use ValidatesUserGroupTrait;
 
     public const string RESOURCE_KEY = 'currency_exchange_rates';
-
+    protected array $acceptedRoles   = [UserRoleEnum::OWNER];
     private ExchangeRateRepositoryInterface $repository;
 
     public function __construct()

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

@@ -25,6 +25,7 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Controllers\Models\CurrencyExchangeRate;
 
 use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\CurrencyExchangeRate;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\ExchangeRate\ExchangeRateRepositoryInterface;
@@ -41,7 +42,7 @@ class ShowController extends Controller
     use ValidatesUserGroupTrait;
 
     public const string RESOURCE_KEY = 'exchange-rates';
-
+    protected array $acceptedRoles   = [UserRoleEnum::OWNER];
     private ExchangeRateRepositoryInterface $repository;
 
     public function __construct()

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

@@ -24,6 +24,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V1\Controllers\Models\CurrencyExchangeRate;
 
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\CurrencyExchangeRate;
 use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\StoreRequest;
 use FireflyIII\Api\V1\Controllers\Controller;
@@ -37,7 +38,7 @@ class StoreController extends Controller
     use ValidatesUserGroupTrait;
 
     public const string RESOURCE_KEY = 'exchange-rates';
-
+    protected array $acceptedRoles   = [UserRoleEnum::OWNER];
     private ExchangeRateRepositoryInterface $repository;
 
     public function __construct()

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

@@ -26,6 +26,7 @@ namespace FireflyIII\Api\V1\Controllers\Models\CurrencyExchangeRate;
 
 use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\UpdateRequest;
 use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\CurrencyExchangeRate;
 use FireflyIII\Repositories\ExchangeRate\ExchangeRateRepositoryInterface;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
@@ -37,7 +38,7 @@ class UpdateController extends Controller
     use ValidatesUserGroupTrait;
 
     public const string RESOURCE_KEY = 'exchange-rates';
-
+    protected array $acceptedRoles   = [UserRoleEnum::OWNER];
     private ExchangeRateRepositoryInterface $repository;
 
     public function __construct()

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

@@ -28,6 +28,7 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\ObjectGroup;
 use FireflyIII\Repositories\ObjectGroup\ObjectGroupRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEnrichment;
 use FireflyIII\Support\JsonApi\Enrichments\SubscriptionEnrichment;
 use FireflyIII\Transformers\BillTransformer;
 use FireflyIII\Transformers\PiggyBankTransformer;
@@ -85,8 +86,6 @@ class ListController extends Controller
         $admin       = auth()->user();
         $enrichment  = new SubscriptionEnrichment();
         $enrichment->setUser($admin);
-        $enrichment->setConvertToPrimary($this->convertToPrimary);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $enrichment->setStart($this->parameters->get('start'));
         $enrichment->setEnd($this->parameters->get('end'));
         $bills       = $enrichment->enrich($bills);
@@ -126,6 +125,13 @@ class ListController extends Controller
         $count       = $collection->count();
         $piggyBanks  = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $piggyBanks  = $enrichment->enrich($piggyBanks);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($piggyBanks, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.object-groups.piggy-banks', [$objectGroup->id]).$this->buildParams());
@@ -134,7 +140,7 @@ class ListController extends Controller
         $transformer = app(PiggyBankTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new FractalCollection($piggyBanks, $transformer, 'piggy_banks');
+        $resource    = new FractalCollection($piggyBanks, $transformer, 'piggy-banks');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -29,6 +29,7 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\PiggyBank;
 use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
 use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEventEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\PiggyBankEventTransformer;
@@ -83,8 +84,8 @@ class ListController extends Controller
         /** @var User $admin */
         $admin       = auth()->user();
         $enrichment  = new AccountEnrichment();
+        $enrichment->setDate($this->parameters->get('date'));
         $enrichment->setUser($admin);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $accounts    = $enrichment->enrich($accounts);
 
         // make paginator:
@@ -148,6 +149,13 @@ class ListController extends Controller
         $count       = $collection->count();
         $events      = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEventEnrichment();
+        $enrichment->setUser($admin);
+        $events      = $enrichment->enrich($events);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($events, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.piggy-banks.events', [$piggyBank->id]).$this->buildParams());
@@ -156,7 +164,7 @@ class ListController extends Controller
         $transformer = app(PiggyBankEventTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new FractalCollection($events, $transformer, 'piggy_bank_events');
+        $resource    = new FractalCollection($events, $transformer, sprintf('piggy-banks/%d/events', $piggyBank->id));
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\PiggyBank;
 use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEnrichment;
 use FireflyIII\Transformers\PiggyBankTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
 use League\Fractal\Pagination\IlluminatePaginatorAdapter;
@@ -77,6 +79,13 @@ class ShowController extends Controller
         $count       = $collection->count();
         $piggyBanks  = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $piggyBanks  = $enrichment->enrich($piggyBanks);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($piggyBanks, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.piggy-banks.index').$this->buildParams());
@@ -85,7 +94,7 @@ class ShowController extends Controller
         $transformer = app(PiggyBankTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new FractalCollection($piggyBanks, $transformer, 'piggy_banks');
+        $resource    = new FractalCollection($piggyBanks, $transformer, 'piggy-banks');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
@@ -101,11 +110,19 @@ class ShowController extends Controller
     {
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $piggyBank   = $enrichment->enrichSingle($piggyBank);
+
+
         /** @var PiggyBankTransformer $transformer */
         $transformer = app(PiggyBankTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new Item($piggyBank, $transformer, 'piggy_banks');
+        $resource    = new Item($piggyBank, $transformer, 'piggy-banks');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
     }

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\PiggyBank\StoreRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEnrichment;
 use FireflyIII\Transformers\PiggyBankTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -68,6 +70,13 @@ class StoreController extends Controller
         $piggyBank   = $this->repository->store($request->getAll());
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $piggyBank   = $enrichment->enrichSingle($piggyBank);
+
         /** @var PiggyBankTransformer $transformer */
         $transformer = app(PiggyBankTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\PiggyBank\UpdateRequest;
 use FireflyIII\Models\PiggyBank;
 use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEnrichment;
 use FireflyIII\Transformers\PiggyBankTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -70,13 +72,20 @@ class UpdateController extends Controller
             $this->repository->setCurrentAmount($piggyBank, $data['current_amount']);
         }
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $piggyBank   = $enrichment->enrichSingle($piggyBank);
+
         $manager     = $this->getManager();
 
         /** @var PiggyBankTransformer $transformer */
         $transformer = app(PiggyBankTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new Item($piggyBank, $transformer, 'piggy_banks');
+        $resource    = new Item($piggyBank, $transformer, 'piggy-banks');
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
     }

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Recurrence;
 use FireflyIII\Repositories\Recurring\RecurringRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\RecurringEnrichment;
 use FireflyIII\Transformers\RecurrenceTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
 use League\Fractal\Pagination\IlluminatePaginatorAdapter;
@@ -76,17 +78,24 @@ class ShowController extends Controller
         // get list of budgets. Count it and split it.
         $collection  = $this->repository->get();
         $count       = $collection->count();
-        $piggyBanks  = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+        $recurrences = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new RecurringEnrichment();
+        $enrichment->setUser($admin);
+        $recurrences = $enrichment->enrich($recurrences);
 
         // make paginator:
-        $paginator   = new LengthAwarePaginator($piggyBanks, $count, $pageSize, $this->parameters->get('page'));
+        $paginator   = new LengthAwarePaginator($recurrences, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.recurrences.index').$this->buildParams());
 
         /** @var RecurrenceTransformer $transformer */
         $transformer = app(RecurrenceTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource    = new FractalCollection($piggyBanks, $transformer, 'recurrences');
+        $resource    = new FractalCollection($recurrences, $transformer, 'recurrences');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
@@ -102,6 +111,13 @@ class ShowController extends Controller
     {
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new RecurringEnrichment();
+        $enrichment->setUser($admin);
+        $recurrence  = $enrichment->enrichSingle($recurrence);
+
         /** @var RecurrenceTransformer $transformer */
         $transformer = app(RecurrenceTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Recurrence\StoreRequest;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Repositories\Recurring\RecurringRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\RecurringEnrichment;
 use FireflyIII\Transformers\RecurrenceTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -69,6 +71,13 @@ class StoreController extends Controller
         $recurrence  = $this->repository->store($data);
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new RecurringEnrichment();
+        $enrichment->setUser($admin);
+        $recurrence  = $enrichment->enrichSingle($recurrence);
+
         /** @var RecurrenceTransformer $transformer */
         $transformer = app(RecurrenceTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -28,7 +28,9 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Recurrence\UpdateRequest;
 use FireflyIII\Models\Recurrence;
 use FireflyIII\Repositories\Recurring\RecurringRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\RecurringEnrichment;
 use FireflyIII\Transformers\RecurrenceTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -67,6 +69,13 @@ class UpdateController extends Controller
         $recurrence  = $this->repository->update($recurrence, $data);
         $manager     = $this->getManager();
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new RecurringEnrichment();
+        $enrichment->setUser($admin);
+        $recurrence  = $enrichment->enrichSingle($recurrence);
+
         /** @var RecurrenceTransformer $transformer */
         $transformer = app(RecurrenceTransformer::class);
         $transformer->setParameters($this->parameters);

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

@@ -29,6 +29,7 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\TransactionGroup;
 use FireflyIII\Models\TransactionJournal;
 use FireflyIII\Repositories\Journal\JournalAPIRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEventEnrichment;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\PiggyBankEventTransformer;
 use FireflyIII\Transformers\TransactionLinkTransformer;
@@ -113,6 +114,14 @@ class ListController extends Controller
         }
         $count       = $collection->count();
         $events      = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEventEnrichment();
+        $enrichment->setUser($admin);
+        $events      = $enrichment->enrich($events);
+
         // make paginator:
         $paginator   = new LengthAwarePaginator($events, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.transactions.piggy-bank-events', [$transactionGroup->id]).$this->buildParams());

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

@@ -43,6 +43,8 @@ use FireflyIII\Repositories\Rule\RuleRepositoryInterface;
 use FireflyIII\Support\Http\Api\AccountFilter;
 use FireflyIII\Support\Http\Api\TransactionFilter;
 use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
+use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
+use FireflyIII\Support\JsonApi\Enrichments\RecurringEnrichment;
 use FireflyIII\Support\JsonApi\Enrichments\SubscriptionEnrichment;
 use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
@@ -107,8 +109,8 @@ class ListController extends Controller
         /** @var User $admin */
         $admin             = auth()->user();
         $enrichment        = new AccountEnrichment();
+        $enrichment->setDate($this->parameters->get('date'));
         $enrichment->setUser($admin);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $accounts          = $enrichment->enrich($accounts);
 
         // make paginator:
@@ -188,8 +190,6 @@ class ListController extends Controller
         $admin       = auth()->user();
         $enrichment  = new SubscriptionEnrichment();
         $enrichment->setUser($admin);
-        $enrichment->setConvertToPrimary($this->convertToPrimary);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $enrichment->setStart($this->parameters->get('start'));
         $enrichment->setEnd($this->parameters->get('end'));
         $bills       = $enrichment->enrichSingle($bills);
@@ -229,6 +229,13 @@ class ListController extends Controller
         $paginator    = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.currencies.budget-limits', [$currency->code]).$this->buildParams());
 
+        // enrich
+        /** @var User $admin */
+        $admin        = auth()->user();
+        $enrichment   = new BudgetLimitEnrichment();
+        $enrichment->setUser($admin);
+        $budgetLimits = $enrichment->enrich($budgetLimits);
+
         /** @var BudgetLimitTransformer $transformer */
         $transformer  = app(BudgetLimitTransformer::class);
         $transformer->setParameters($this->parameters);
@@ -270,17 +277,24 @@ class ListController extends Controller
             }
         );
         $count          = $collection->count();
-        $piggyBanks     = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+        $recurrences    = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+
+        // enrich
+        /** @var User $admin */
+        $admin          = auth()->user();
+        $enrichment     = new RecurringEnrichment();
+        $enrichment->setUser($admin);
+        $recurrences    = $enrichment->enrich($recurrences);
 
         // make paginator:
-        $paginator      = new LengthAwarePaginator($piggyBanks, $count, $pageSize, $this->parameters->get('page'));
+        $paginator      = new LengthAwarePaginator($recurrences, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.currencies.recurrences', [$currency->code]).$this->buildParams());
 
         /** @var RecurrenceTransformer $transformer */
         $transformer    = app(RecurrenceTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource       = new FractalCollection($piggyBanks, $transformer, 'recurrences');
+        $resource       = new FractalCollection($recurrences, $transformer, 'recurrences');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -88,8 +88,8 @@ class AccountController extends Controller
         /** @var User $admin */
         $admin       = auth()->user();
         $enrichment  = new AccountEnrichment();
+        $enrichment->setDate($this->parameters->get('date'));
         $enrichment->setUser($admin);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $accounts    = $enrichment->enrich($accounts);
 
         /** @var AccountTransformer $transformer */

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

@@ -248,10 +248,10 @@ class BasicController extends Controller
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'value_parsed'            => app('amount')->formatAnything($currency, $sums[$currencyId]['sum'] ?? '0', false),
+                'value_parsed'            => Amount::formatAnything($currency, $sums[$currencyId]['sum'] ?? '0', false),
                 'local_icon'              => 'balance-scale',
-                'sub_title'               => app('amount')->formatAnything($currency, $expenses[$currencyId]['sum'] ?? '0', false)
+                'sub_title'               => Amount::formatAnything($currency, $expenses[$currencyId]['sum'] ?? '0', false)
-                                             .' + '.app('amount')->formatAnything($currency, $incomes[$currencyId]['sum'] ?? '0', false),
+                                             .' + '.Amount::formatAnything($currency, $incomes[$currencyId]['sum'] ?? '0', false),
             ];
             $return[] = [
                 'key'                     => sprintf('spent-in-%s', $currency->code),
@@ -261,7 +261,7 @@ class BasicController extends Controller
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'value_parsed'            => app('amount')->formatAnything($currency, $expenses[$currencyId]['sum'] ?? '0', false),
+                'value_parsed'            => Amount::formatAnything($currency, $expenses[$currencyId]['sum'] ?? '0', false),
                 'local_icon'              => 'balance-scale',
                 'sub_title'               => '',
             ];
@@ -273,7 +273,7 @@ class BasicController extends Controller
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'value_parsed'            => app('amount')->formatAnything($currency, $incomes[$currencyId]['sum'] ?? '0', false),
+                'value_parsed'            => Amount::formatAnything($currency, $incomes[$currencyId]['sum'] ?? '0', false),
                 'local_icon'              => 'balance-scale',
                 'sub_title'               => '',
             ];
@@ -289,10 +289,10 @@ class BasicController extends Controller
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'value_parsed'            => app('amount')->formatAnything($currency, '0', false),
+                'value_parsed'            => Amount::formatAnything($currency, '0', false),
                 'local_icon'              => 'balance-scale',
-                'sub_title'               => app('amount')->formatAnything($currency, '0', false)
+                'sub_title'               => Amount::formatAnything($currency, '0', false)
-                                             .' + '.app('amount')->formatAnything($currency, '0', false),
+                                             .' + '.Amount::formatAnything($currency, '0', false),
             ];
             $return[] = [
                 'key'                     => sprintf('spent-in-%s', $currency->code),
@@ -302,7 +302,7 @@ class BasicController extends Controller
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'value_parsed'            => app('amount')->formatAnything($currency, '0', false),
+                'value_parsed'            => Amount::formatAnything($currency, '0', false),
                 'local_icon'              => 'balance-scale',
                 'sub_title'               => '',
             ];
@@ -314,7 +314,7 @@ class BasicController extends Controller
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'value_parsed'            => app('amount')->formatAnything($currency, '0', false),
+                'value_parsed'            => Amount::formatAnything($currency, '0', false),
                 'local_icon'              => 'balance-scale',
                 'sub_title'               => '',
             ];
@@ -405,7 +405,7 @@ class BasicController extends Controller
                 'currency_code'           => $info['code'],
                 'currency_symbol'         => $info['symbol'],
                 'currency_decimal_places' => $info['decimal_places'],
-                'value_parsed'            => app('amount')->formatFlat($info['symbol'], $info['decimal_places'], $amount, false),
+                'value_parsed'            => Amount::formatFlat($info['symbol'], $info['decimal_places'], $amount, false),
                 'local_icon'              => 'check',
                 'sub_title'               => '',
             ];
@@ -424,7 +424,7 @@ class BasicController extends Controller
                 'currency_code'           => $info['code'],
                 'currency_symbol'         => $info['symbol'],
                 'currency_decimal_places' => $info['decimal_places'],
-                'value_parsed'            => app('amount')->formatFlat($info['symbol'], $info['decimal_places'], $amount, false),
+                'value_parsed'            => Amount::formatFlat($info['symbol'], $info['decimal_places'], $amount, false),
                 'local_icon'              => 'calendar-o',
                 'sub_title'               => '',
             ];
@@ -443,7 +443,7 @@ class BasicController extends Controller
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'value_parsed'            => app('amount')->formatFlat($currency->symbol, $currency->decimal_places, '0', false),
+                'value_parsed'            => Amount::formatFlat($currency->symbol, $currency->decimal_places, '0', false),
                 'local_icon'              => 'check',
                 'sub_title'               => '',
             ];
@@ -455,7 +455,7 @@ class BasicController extends Controller
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'value_parsed'            => app('amount')->formatFlat($currency->symbol, $currency->decimal_places, '0', false),
+                'value_parsed'            => Amount::formatFlat($currency->symbol, $currency->decimal_places, '0', false),
                 'local_icon'              => 'calendar-o',
                 'sub_title'               => '',
             ];
@@ -493,14 +493,9 @@ class BasicController extends Controller
                 'currency_code'           => $currencies[$currencyId]->code,
                 'currency_symbol'         => $currencies[$currencyId]->symbol,
                 'currency_decimal_places' => $currencies[$currencyId]->decimal_places,
-                'value_parsed'            => app('amount')->formatFlat($currencies[$currencyId]->symbol, $currencies[$currencyId]->decimal_places, $availableBudget, false),
+                'value_parsed'            => Amount::formatFlat($currencies[$currencyId]->symbol, $currencies[$currencyId]->decimal_places, $availableBudget, false),
                 'local_icon'              => 'money',
-                'sub_title'               => app('amount')->formatFlat(
+                'sub_title'               => Amount::formatFlat($currencies[$currencyId]->symbol, $currencies[$currencyId]->decimal_places, $availableBudget, false),
-                    $currencies[$currencyId]->symbol,
-                    $currencies[$currencyId]->decimal_places,
-                    $availableBudget,
-                    false
-                ),
             ];
         }
         foreach ($spent as $row) {
@@ -529,18 +524,14 @@ class BasicController extends Controller
                 'currency_code'           => $row['currency_code'],
                 'currency_symbol'         => $row['currency_symbol'],
                 'currency_decimal_places' => $row['currency_decimal_places'],
-                'value_parsed'            => app('amount')->formatFlat($row['currency_symbol'], $row['currency_decimal_places'], $leftToSpend, false),
+                'value_parsed'            => Amount::formatFlat($row['currency_symbol'], $row['currency_decimal_places'], $leftToSpend, false),
                 'local_icon'              => 'money',
-                'sub_title'               => app('amount')->formatFlat(
+                'sub_title'               => Amount::formatFlat($row['currency_symbol'], $row['currency_decimal_places'], $perDay, false),
-                    $row['currency_symbol'],
-                    $row['currency_decimal_places'],
-                    $perDay,
-                    false
-                ),
             ];
         }
         unset($leftToSpend);
         if (0 === count($return)) {
+            $days  = (int) $start->diffInDays($end, true) + 1;
             // a small trick to get every expense in this period, regardless of budget.
             $spent = $this->opsRepository->sumExpenses($start, $end, null, new Collection());
             foreach ($spent as $row) {
@@ -563,14 +554,9 @@ class BasicController extends Controller
                     'currency_code'           => $row['currency_code'],
                     'currency_symbol'         => $row['currency_symbol'],
                     'currency_decimal_places' => $row['currency_decimal_places'],
-                    'value_parsed'            => app('amount')->formatFlat($row['currency_symbol'], $row['currency_decimal_places'], $spentInCurrency, false),
+                    'value_parsed'            => Amount::formatFlat($row['currency_symbol'], $row['currency_decimal_places'], $spentInCurrency, false),
                     'local_icon'              => 'money',
-                    'sub_title'               => app('amount')->formatFlat(
+                    'sub_title'               => Amount::formatFlat($row['currency_symbol'], $row['currency_decimal_places'], $perDay, false),
-                        $row['currency_symbol'],
-                        $row['currency_decimal_places'],
-                        $perDay,
-                        false
-                    ),
                 ];
             }
 
@@ -587,9 +573,9 @@ class BasicController extends Controller
             //                'currency_code'           => $currency->code,
             //                'currency_symbol'         => $currency->symbol,
             //                'currency_decimal_places' => $currency->decimal_places,
-            //                'value_parsed'            => app('amount')->formatFlat($currency->symbol, $currency->decimal_places, '0', false),
+            //                'value_parsed'            => Amount::formatFlat($currency->symbol, $currency->decimal_places, '0', false),
             //                'local_icon'              => 'money',
-            //                'sub_title'               => app('amount')->formatFlat(
+            //                'sub_title'               => Amount::formatFlat(
             //                    $currency->symbol,
             //                    $currency->decimal_places,
             //                    '0',
@@ -642,7 +628,7 @@ class BasicController extends Controller
                 'currency_code'           => $data['currency_code'],
                 'currency_symbol'         => $data['currency_symbol'],
                 'currency_decimal_places' => $data['currency_decimal_places'],
-                'value_parsed'            => app('amount')->formatFlat($data['currency_symbol'], $data['currency_decimal_places'], $data['balance'], false),
+                'value_parsed'            => Amount::formatFlat($data['currency_symbol'], $data['currency_decimal_places'], $data['balance'], false),
                 'local_icon'              => 'line-chart',
                 'sub_title'               => '',
             ];
@@ -656,7 +642,7 @@ class BasicController extends Controller
                 'currency_code'           => $this->primaryCurrency->code,
                 'currency_symbol'         => $this->primaryCurrency->symbol,
                 'currency_decimal_places' => $this->primaryCurrency->decimal_places,
-                'value_parsed'            => app('amount')->formatFlat($this->primaryCurrency->symbol, $this->primaryCurrency->decimal_places, '0', false),
+                'value_parsed'            => Amount::formatFlat($this->primaryCurrency->symbol, $this->primaryCurrency->decimal_places, '0', false),
                 'local_icon'              => 'line-chart',
                 'sub_title'               => '',
             ];

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

@@ -54,6 +54,7 @@ class CronController extends Controller
             $return['exchange_rates'] = $this->exchangeRatesCronJob($config['force'], $config['date']);
         }
         $return['bill_notifications']     = $this->billWarningCronJob($config['force'], $config['date']);
+        $return['webhooks']               = $this->webhookCronJob($config['force'], $config['date']);
 
         return response()->api($return);
     }

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

@@ -1,62 +0,0 @@
-<?php
-
-/*
- * DateRequest.php
- * Copyright (c) 2021 james@firefly-iii.org
- *
- * This file is part of Firefly III (https://github.com/firefly-iii).
- *
- * This program is free software: you can redistribute it and/or modify
- * it under the terms of the GNU Affero General Public License as
- * published by the Free Software Foundation, either version 3 of the
- * License, or (at your option) any later version.
- *
- * This program is distributed in the hope that it will be useful,
- * but WITHOUT ANY WARRANTY; without even the implied warranty of
- * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
- * GNU Affero General Public License for more details.
- *
- * You should have received a copy of the GNU Affero General Public License
- * along with this program.  If not, see <https://www.gnu.org/licenses/>.
- */
-
-declare(strict_types=1);
-
-namespace FireflyIII\Api\V1\Requests\Generic;
-
-use FireflyIII\Support\Request\ChecksLogin;
-use FireflyIII\Support\Request\ConvertsDataTypes;
-use Illuminate\Foundation\Http\FormRequest;
-
-/**
- * Request class for end points that require date parameters.
- *
- * Class DateRequest
- */
-class DateRequest extends FormRequest
-{
-    use ChecksLogin;
-    use ConvertsDataTypes;
-
-    /**
-     * Get all data from the request.
-     */
-    public function getAll(): array
-    {
-        return [
-            'start' => $this->getCarbonDate('start')->startOfDay(),
-            'end'   => $this->getCarbonDate('end')->endOfDay(),
-        ];
-    }
-
-    /**
-     * The rules that the incoming request must be matched against.
-     */
-    public function rules(): array
-    {
-        return [
-            'start' => 'required|date|after:1970-01-02|before:2038-01-17',
-            'end'   => 'required|date|after_or_equal:start|before:2038-01-17|after:1970-01-02',
-        ];
-    }
-}

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

@@ -25,7 +25,6 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Requests\Models\PiggyBank;
 
 use Illuminate\Contracts\Validation\Validator;
-use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Rules\IsValidZeroOrMoreAmount;
@@ -96,7 +95,10 @@ class StoreRequest extends FormRequest
             function (Validator $validator): void {
                 // validate start before end only if both are there.
                 $data          = $validator->getData();
-                $currency      = $this->getCurrencyFromData($data);
+                $currency      = $this->getCurrencyFromData($validator, $data);
+                if (null === $currency) {
+                    return;
+                }
                 $targetAmount  = (string) ($data['target_amount'] ?? '0');
                 $currentAmount = '0';
                 if (array_key_exists('accounts', $data) && is_array($data['accounts'])) {
@@ -130,7 +132,7 @@ class StoreRequest extends FormRequest
         }
     }
 
-    private function getCurrencyFromData(array $data): TransactionCurrency
+    private function getCurrencyFromData(Validator $validator, array $data): ?TransactionCurrency
     {
         if (array_key_exists('transaction_currency_code', $data) && '' !== (string) $data['transaction_currency_code']) {
             $currency = TransactionCurrency::whereCode($data['transaction_currency_code'])->first();
@@ -144,7 +146,8 @@ class StoreRequest extends FormRequest
                 return $currency;
             }
         }
+        $validator->errors()->add('transaction_currency_id', trans('validation.require_currency_id_code'));
 
-        throw new FireflyException('Unexpected empty currency.');
+        return null;
     }
 }

app/Console/Commands/Correction/CorrectsCurrencies.php

@@ -63,10 +63,10 @@ class CorrectsCurrencies extends Command
         $repos           = app(CurrencyRepositoryInterface::class);
 
         // first check if the user has any default currency (not necessarily the case, so can be forced).
-        $defaultCurrency = app('amount')->getPrimaryCurrencyByUserGroup($userGroup);
+        $primaryCurrency = app('amount')->getPrimaryCurrencyByUserGroup($userGroup);
 
         Log::debug(sprintf('Now correcting currencies for user group #%d', $userGroup->id));
-        $found           = [$defaultCurrency->id];
+        $found           = [$primaryCurrency->id];
 
         // get all meta entries
         $meta            = AccountMeta::leftJoin('accounts', 'accounts.id', '=', 'account_meta.account_id')

app/Console/Commands/Correction/CorrectsPrimaryCurrencyAmounts.php

@@ -40,6 +40,7 @@ use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Models\UserGroup;
 use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
 use FireflyIII\Repositories\UserGroup\UserGroupRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
 use FireflyIII\Support\Facades\Preferences;
 use FireflyIII\Support\Http\Api\ExchangeRateConverter;
 use Illuminate\Console\Command;
@@ -72,6 +73,8 @@ class CorrectsPrimaryCurrencyAmounts extends Command
         /** @var UserGroupRepositoryInterface $repository */
         $repository = app(UserGroupRepositoryInterface::class);
 
+        Preferences::mark();
+
         /** @var UserGroup $userGroup */
         foreach ($repository->getAll() as $userGroup) {
             $this->recalculateForGroup($userGroup);
@@ -87,8 +90,7 @@ class CorrectsPrimaryCurrencyAmounts extends Command
         $this->recalculateAccounts($userGroup);
 
         // do a check with the group's currency so we can skip some stuff.
-        Preferences::mark();
+        $currency = Amount::getPrimaryCurrencyByUserGroup($userGroup);
-        $currency = app('amount')->getPrimaryCurrencyByUserGroup($userGroup);
 
         $this->recalculatePiggyBanks($userGroup, $currency);
         $this->recalculateBudgets($userGroup, $currency);

app/Console/Commands/Tools/Cron.php

@@ -32,6 +32,7 @@ use FireflyIII\Support\Cronjobs\BillWarningCronjob;
 use FireflyIII\Support\Cronjobs\ExchangeRatesCronjob;
 use FireflyIII\Support\Cronjobs\RecurringCronjob;
 use FireflyIII\Support\Cronjobs\UpdateCheckCronjob;
+use FireflyIII\Support\Cronjobs\WebhookCronjob;
 use Illuminate\Console\Command;
 use Illuminate\Support\Facades\Log;
 use InvalidArgumentException;
@@ -50,6 +51,7 @@ class Cron extends Command
         {--create-recurring : Create recurring transactions. Other tasks will be skipped unless also requested.}
         {--create-auto-budgets : Create auto budgets. Other tasks will be skipped unless also requested.}
         {--send-bill-warnings : Send bill warnings. Other tasks will be skipped unless also requested.}
+        {--send-webhook-messages : Sends any stray webhook messages (with a maximum of 5).}
         ';
 
     public function handle(): int
@@ -58,7 +60,8 @@ class Cron extends Command
                  && !$this->option('create-recurring')
                  && !$this->option('create-auto-budgets')
                  && !$this->option('send-bill-warnings')
-                 && !$this->option('check-version');
+                 && !$this->option('check-version')
+                 && !$this->option('send-webhook-messages');
         $date  = null;
 
         try {
@@ -122,6 +125,16 @@ class Cron extends Command
                 $this->friendlyError($e->getMessage());
             }
         }
+        // Fire webhook messages cron job.
+        if ($doAll || $this->option('send-webhook-messages')) {
+            try {
+                $this->webhookCronJob($force, $date);
+            } catch (FireflyException $e) {
+                app('log')->error($e->getMessage());
+                app('log')->error($e->getTraceAsString());
+                $this->friendlyError($e->getMessage());
+            }
+        }
 
         $this->friendlyInfo('More feedback on the cron jobs can be found in the log files.');
 
@@ -239,4 +252,26 @@ class Cron extends Command
             $this->friendlyPositive(sprintf('"Send bill warnings" cron ran with success: %s', $autoBudget->message));
         }
     }
+
+    private function webhookCronJob(bool $force, ?Carbon $date): void
+    {
+        $webhook = new WebhookCronjob();
+        $webhook->setForce($force);
+        // set date in cron job:
+        if ($date instanceof Carbon) {
+            $webhook->setDate($date);
+        }
+
+        $webhook->fire();
+
+        if ($webhook->jobErrored) {
+            $this->friendlyError(sprintf('Error in "webhook" cron: %s', $webhook->message));
+        }
+        if ($webhook->jobFired) {
+            $this->friendlyInfo(sprintf('"Webhook" cron fired: %s', $webhook->message));
+        }
+        if ($webhook->jobSucceeded) {
+            $this->friendlyPositive(sprintf('"Webhook" cron ran with success: %s', $webhook->message));
+        }
+    }
 }

app/Console/Commands/Upgrade/UpgradesAccountCurrencies.php

@@ -108,11 +108,11 @@ class UpgradesAccountCurrencies extends Command
         $accounts        = $this->accountRepos->getAccountsByType([AccountTypeEnum::DEFAULT->value, AccountTypeEnum::ASSET->value]);
 
         // get user's currency preference:
-        $defaultCurrency = app('amount')->getPrimaryCurrencyByUserGroup($user->userGroup);
+        $primaryCurrency = app('amount')->getPrimaryCurrencyByUserGroup($user->userGroup);
 
         /** @var Account $account */
         foreach ($accounts as $account) {
-            $this->updateAccount($account, $defaultCurrency);
+            $this->updateAccount($account, $primaryCurrency);
         }
     }
 

app/Console/Commands/Upgrade/UpgradesCurrencyPreferences.php

@@ -117,13 +117,13 @@ class UpgradesCurrencyPreferences extends Command
 
         // set the default currency for the user and for the group:
         $preference      = $this->getPreference($user);
-        $defaultCurrency = TransactionCurrency::where('code', $preference)->first();
+        $primaryCurrency = TransactionCurrency::where('code', $preference)->first();
-        if (null === $defaultCurrency) {
+        if (null === $primaryCurrency) {
             // get EUR
-            $defaultCurrency = TransactionCurrency::where('code', 'EUR')->first();
+            $primaryCurrency = TransactionCurrency::where('code', 'EUR')->first();
         }
-        $user->currencies()->updateExistingPivot($defaultCurrency->id, ['user_default' => true]);
+        $user->currencies()->updateExistingPivot($primaryCurrency->id, ['user_default' => true]);
-        $user->userGroup->currencies()->updateExistingPivot($defaultCurrency->id, ['group_default' => true]);
+        $user->userGroup->currencies()->updateExistingPivot($primaryCurrency->id, ['group_default' => true]);
     }
 
     private function getPreference(User $user): string

app/Events/Model/Bill/WarnUserAboutBill.php

@@ -0,0 +1,20 @@
+<?php
+
+
+declare(strict_types=1);
+
+namespace FireflyIII\Events\Model\Bill;
+
+use FireflyIII\Events\Event;
+use FireflyIII\Models\Bill;
+use Illuminate\Queue\SerializesModels;
+
+/**
+ * Class WarnUserAboutBill.
+ */
+class WarnUserAboutBill extends Event
+{
+    use SerializesModels;
+
+    public function __construct(public Bill $bill, public string $field, public int $diff) {}
+}

app/Events/Model/Bill/WarnUserAboutOverdueSubscriptions.php

@@ -0,0 +1,17 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\Events\Model\Bill;
+
+use FireflyIII\Events\Event;
+use FireflyIII\User;
+use Illuminate\Queue\SerializesModels;
+
+class WarnUserAboutOverdueSubscriptions extends Event
+{
+    use SerializesModels;
+
+    public function __construct(public User $user, public array $overdue) {}
+
+}

app/Events/Preferences/UserGroupChangedPrimaryCurrency.php

@@ -1,7 +1,7 @@
 <?php
 
 /*
- * UserGroupChangedDefaultCurrency.php
+ * UserGroupChangedPrimaryCurrency.php
  * Copyright (c) 2024 james@firefly-iii.org.
  *
  * This file is part of Firefly III (https://github.com/firefly-iii).
@@ -29,12 +29,12 @@ use FireflyIII\Models\UserGroup;
 use Illuminate\Queue\SerializesModels;
 use Illuminate\Support\Facades\Log;
 
-class UserGroupChangedDefaultCurrency extends Event
+class UserGroupChangedPrimaryCurrency extends Event
 {
     use SerializesModels;
 
     public function __construct(public UserGroup $userGroup)
     {
-        Log::debug('User group changed default currency.');
+        Log::debug('User group changed primary currency.');
     }
 }

app/Events/WarnUserAboutBill.php

@@ -1,38 +0,0 @@
-<?php
-
-/**
- * DestroyedTransactionGroup.php
- * Copyright (c) 2019 james@firefly-iii.org
- *
- * This file is part of Firefly III (https://github.com/firefly-iii).
- *
- * This program is free software: you can redistribute it and/or modify
- * it under the terms of the GNU Affero General Public License as
- * published by the Free Software Foundation, either version 3 of the
- * License, or (at your option) any later version.
- *
- * This program is distributed in the hope that it will be useful,
- * but WITHOUT ANY WARRANTY; without even the implied warranty of
- * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
- * GNU Affero General Public License for more details.
- *
- * You should have received a copy of the GNU Affero General Public License
- * along with this program.  If not, see <https://www.gnu.org/licenses/>.
- */
-
-declare(strict_types=1);
-
-namespace FireflyIII\Events;
-
-use FireflyIII\Models\Bill;
-use Illuminate\Queue\SerializesModels;
-
-/**
- * Class WarnUserAboutBill.
- */
-class WarnUserAboutBill extends Event
-{
-    use SerializesModels;
-
-    public function __construct(public Bill $bill, public string $field, public int $diff) {}
-}

app/Factory/PiggyBankFactory.php

@@ -126,7 +126,7 @@ class PiggyBankFactory
     private function getCurrency(array $data): TransactionCurrency
     {
         // currency:
-        $defaultCurrency = app('amount')->getPrimaryCurrency();
+        $primaryCurrency = app('amount')->getPrimaryCurrency();
         $currency        = null;
         if (array_key_exists('transaction_currency_code', $data)) {
             $currency = $this->currencyRepository->findByCode((string)($data['transaction_currency_code'] ?? ''));
@@ -134,7 +134,7 @@ class PiggyBankFactory
         if (array_key_exists('transaction_currency_id', $data)) {
             $currency = $this->currencyRepository->find((int)($data['transaction_currency_id'] ?? 0));
         }
-        $currency ??= $defaultCurrency;
+        $currency ??= $primaryCurrency;
 
         return $currency;
     }

app/Generator/Report/Audit/MonthReportGenerator.php

@@ -141,8 +141,8 @@ class MonthReportGenerator implements ReportGeneratorInterface
         Log::debug(sprintf('getAuditReport: Call finalAccountBalance with date/time "%s"', $date->toIso8601String()));
         $dayBeforeBalance  = Steam::finalAccountBalance($account, $date);
         $startBalance      = $dayBeforeBalance['balance'];
-        $defaultCurrency   = app('amount')->getPrimaryCurrencyByUserGroup($account->user->userGroup);
+        $primaryCurrency   = app('amount')->getPrimaryCurrencyByUserGroup($account->user->userGroup);
-        $currency          = $accountRepository->getAccountCurrency($account) ?? $defaultCurrency;
+        $currency          = $accountRepository->getAccountCurrency($account) ?? $primaryCurrency;
 
         foreach ($journals as $index => $journal) {
             $journals[$index]['balance_before'] = $startBalance;

app/Generator/Webhook/StandardMessageGenerator.php

@@ -32,7 +32,6 @@ use FireflyIII\Models\TransactionGroup;
 use FireflyIII\Models\TransactionJournal;
 use FireflyIII\Models\Webhook;
 use FireflyIII\Models\WebhookMessage;
-use FireflyIII\Support\Facades\Amount;
 use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
 use FireflyIII\Transformers\TransactionGroupTransformer;
@@ -176,8 +175,8 @@ class StandardMessageGenerator implements MessageGeneratorInterface
                 /** @var TransactionGroup $model */
                 $accounts                = $this->collectAccounts($model);
                 $enrichment              = new AccountEnrichment();
+                $enrichment->setDate(null);
                 $enrichment->setUser($model->user);
-                $enrichment->setPrimaryCurrency(Amount::getPrimaryCurrencyByUserGroup($model->userGroup));
                 $accounts                = $enrichment->enrich($accounts);
                 foreach ($accounts as $account) {
                     $transformer               = new AccountTransformer();

app/Handlers/Events/BillEventHandler.php

@@ -24,48 +24,118 @@ declare(strict_types=1);
 
 namespace FireflyIII\Handlers\Events;
 
-use FireflyIII\Events\WarnUserAboutBill;
-use FireflyIII\Notifications\User\BillReminder;
-use Illuminate\Support\Facades\Notification;
 use Exception;
+use FireflyIII\Events\Model\Bill\WarnUserAboutBill;
+use FireflyIII\Events\Model\Bill\WarnUserAboutOverdueSubscriptions;
+use FireflyIII\Models\Bill;
+use FireflyIII\Notifications\User\BillReminder;
+use FireflyIII\Notifications\User\SubscriptionsOverdueReminder;
+use FireflyIII\Support\Facades\Preferences;
+use Illuminate\Support\Facades\Log;
+use Illuminate\Support\Facades\Notification;
 
 /**
  * Class BillEventHandler
  */
 class BillEventHandler
 {
+    public function warnAboutOverdueSubscriptions(WarnUserAboutOverdueSubscriptions $event): void
+    {
+        Log::debug(sprintf('Now in %s', __METHOD__));
+        // make sure user does not get the warning twice.
+        $overdue          = $event->overdue;
+        $user             = $event->user;
+        $toBeWarned       = [];
+        Log::debug(sprintf('%d bills to warn about.', count($overdue)));
+        foreach ($overdue as $item) {
+            /** @var Bill $bill */
+            $bill         = $item['bill'];
+            $key          = sprintf('bill_overdue_%s_%s', $bill->id, substr(hash('sha256', json_encode($item['dates']['pay_dates'], JSON_THROW_ON_ERROR)), 0, 10));
+            $pref         = Preferences::getForUser($bill->user, $key, false);
+            if (true === $pref->data) {
+                Log::debug(sprintf('User #%d has already been warned about overdue subscription #%d.', $bill->user->id, $bill->id));
+
+                continue;
+            }
+            $toBeWarned[] = $item;
+        }
+        unset($bill);
+        Log::debug(sprintf('Now %d bills to warn about.', count($toBeWarned)));
+
+        /** @var bool $sendNotification */
+        $sendNotification = Preferences::getForUser($user, 'notification_bill_reminder', true)->data;
+        if (false === $sendNotification) {
+            Log::debug('User has disabled bill reminders.');
+
+            return;
+        }
+        Log::debug(sprintf('Will warn about %d overdue subscription(s).', count($toBeWarned)));
+        if (0 === count($toBeWarned)) {
+            Log::debug('No overdue subscriptions to warn about.');
+
+            return;
+        }
+        foreach ($toBeWarned as $item) {
+            /** @var Bill $bill */
+            $bill = $item['bill'];
+            $key  = sprintf('bill_overdue_%s_%s', $bill->id, substr(hash('sha256', json_encode($item['dates']['pay_dates'], JSON_THROW_ON_ERROR)), 0, 10));
+            Preferences::setForUser($bill->user, $key, true);
+        }
+        Log::warning('should hit this ONCE');
+
+        try {
+            Notification::send($user, new SubscriptionsOverdueReminder($toBeWarned));
+        } catch (Exception $e) {
+            $message = $e->getMessage();
+            if (str_contains($message, 'Bcc')) {
+                Log::warning('[Bcc] Could not send notification. Please validate your email settings, use the .env.example file as a guide.');
+
+                return;
+            }
+            if (str_contains($message, 'RFC 2822')) {
+                Log::warning('[RFC] Could not send notification. Please validate your email settings, use the .env.example file as a guide.');
+
+                return;
+            }
+            Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
+        }
+
+
+    }
+
     public function warnAboutBill(WarnUserAboutBill $event): void
     {
-        app('log')->debug(sprintf('Now in %s', __METHOD__));
+        Log::debug(sprintf('Now in %s', __METHOD__));
 
         $bill = $event->bill;
 
         /** @var bool $preference */
-        $preference = app('preferences')->getForUser($bill->user, 'notification_bill_reminder', true)->data;
+        Preferences::getForUser($bill->user, 'notification_bill_reminder', true)->data;
 
         if (true === $preference) {
-            app('log')->debug('Bill reminder is true!');
+            Log::debug('Bill reminder is true!');
 
             try {
                 Notification::send($bill->user, new BillReminder($bill, $event->field, $event->diff));
             } catch (Exception $e) {
                 $message = $e->getMessage();
                 if (str_contains($message, 'Bcc')) {
-                    app('log')->warning('[Bcc] Could not send notification. Please validate your email settings, use the .env.example file as a guide.');
+                    Log::warning('[Bcc] Could not send notification. Please validate your email settings, use the .env.example file as a guide.');
 
                     return;
                 }
                 if (str_contains($message, 'RFC 2822')) {
-                    app('log')->warning('[RFC] Could not send notification. Please validate your email settings, use the .env.example file as a guide.');
+                    Log::warning('[RFC] Could not send notification. Please validate your email settings, use the .env.example file as a guide.');
 
                     return;
                 }
-                app('log')->error($e->getMessage());
+                Log::error($e->getMessage());
-                app('log')->error($e->getTraceAsString());
+                Log::error($e->getTraceAsString());
             }
+
+            return;
         }
-        if (false === $preference) {
+        Log::debug('User has disabled bill reminders.');
-            app('log')->debug('User has disabled bill reminders.');
-        }
     }
 }

app/Handlers/Events/PreferencesEventHandler.php

@@ -24,7 +24,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Handlers\Events;
 
-use FireflyIII\Events\Preferences\UserGroupChangedDefaultCurrency;
+use FireflyIII\Events\Preferences\UserGroupChangedPrimaryCurrency;
 use FireflyIII\Models\Budget;
 use FireflyIII\Models\PiggyBank;
 use FireflyIII\Models\UserGroup;
@@ -38,7 +38,7 @@ use Illuminate\Support\Facades\Log;
 
 class PreferencesEventHandler
 {
-    public function resetPrimaryCurrencyAmounts(UserGroupChangedDefaultCurrency $event): void
+    public function resetPrimaryCurrencyAmounts(UserGroupChangedPrimaryCurrency $event): void
     {
         // Reset the primary currency amounts for all objects that have it.
         Log::debug('Resetting primary currency amounts for all objects.');
@@ -73,6 +73,7 @@ class PreferencesEventHandler
         $repository = app(PiggyBankRepositoryInterface::class);
         $repository->setUserGroup($userGroup);
         $piggyBanks = $repository->getPiggyBanks();
+        Log::debug(sprintf('Resetting %d piggy bank(s).', $piggyBanks->count()));
 
         /** @var PiggyBank $piggyBank */
         foreach ($piggyBanks as $piggyBank) {
@@ -104,6 +105,8 @@ class PreferencesEventHandler
         $repository->setUserGroup($userGroup);
         $set        = $repository->getBudgets();
 
+        Log::debug(sprintf('Resetting %d budget(s).', $set->count()));
+
         /** @var Budget $budget */
         foreach ($set as $budget) {
             foreach ($budget->autoBudgets as $autoBudget) {

app/Helpers/Report/NetWorth.php

@@ -77,8 +77,8 @@ class NetWorth implements NetWorthInterface
         Log::debug(sprintf('Now in byAccounts("%s", "%s")', $ids, $date->format('Y-m-d H:i:s')));
         $primary          = Amount::getPrimaryCurrency();
         $netWorth         = [];
-        Log::debug(sprintf('NetWorth: finalAccountsBalance("%s")', $date->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('NetWorth: accountsBalancesOptimized("%s")', $date->format('Y-m-d H:i:s')));
-        $balances         = Steam::finalAccountsBalance($accounts, $date);
+        $balances         = Steam::accountsBalancesOptimized($accounts, $date, null, $convertToPrimary);
 
         /** @var Account $account */
         foreach ($accounts as $account) {
@@ -143,8 +143,8 @@ class NetWorth implements NetWorthInterface
          */
         $accounts = $this->getAccounts();
         $return   = [];
-        Log::debug(sprintf('SumNetWorth: finalAccountsBalance("%s")', $date->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('SumNetWorth: accountsBalancesOptimized("%s")', $date->format('Y-m-d H:i:s')));
-        $balances = Steam::finalAccountsBalance($accounts, $date);
+        $balances = Steam::accountsBalancesOptimized($accounts, $date);
         foreach ($accounts as $account) {
             $currency                     = $this->accountRepository->getAccountCurrency($account);
             $balance                      = $balances[$account->id]['balance'] ?? '0';

app/Http/Controllers/Account/IndexController.php

@@ -93,10 +93,10 @@ class IndexController extends Controller
         $start->subSecond();
 
         $ids           = $accounts->pluck('id')->toArray();
-        Log::debug(sprintf('inactive start: finalAccountsBalance("%s")', $start->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('inactive start: accountsBalancesOptimized("%s")', $start->format('Y-m-d H:i:s')));
-        Log::debug(sprintf('inactive end: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('inactive end: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
-        $startBalances = Steam::finalAccountsBalance($accounts, $start);
+        $startBalances = Steam::accountsBalancesOptimized($accounts, $start, $this->primaryCurrency, $this->convertToPrimary);
-        $endBalances   = Steam::finalAccountsBalance($accounts, $end);
+        $endBalances   = Steam::accountsBalancesOptimized($accounts, $end, $this->primaryCurrency, $this->convertToPrimary);
         $activities    = Steam::getLastActivities($ids);
 
 
@@ -170,10 +170,10 @@ class IndexController extends Controller
         $start->subSecond();
 
         $ids           = $accounts->pluck('id')->toArray();
-        Log::debug(sprintf('index start: finalAccountsBalance("%s")', $start->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('index start: accountsBalancesOptimized("%s")', $start->format('Y-m-d H:i:s')));
-        Log::debug(sprintf('index end: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('index end: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
-        $startBalances = Steam::finalAccountsBalance($accounts, $start);
+        $startBalances = Steam::accountsBalancesOptimized($accounts, $start, $this->primaryCurrency, $this->convertToPrimary);
-        $endBalances   = Steam::finalAccountsBalance($accounts, $end);
+        $endBalances   = Steam::accountsBalancesOptimized($accounts, $end, $this->primaryCurrency, $this->convertToPrimary);
         $activities    = Steam::getLastActivities($ids);
 
 

app/Http/Controllers/Account/ShowController.php

@@ -40,6 +40,7 @@ use Illuminate\Routing\Redirector;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\Log;
 use Illuminate\View\View;
+use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
 
 /**
  * Class ShowController
@@ -81,7 +82,9 @@ class ShowController extends Controller
      *                                              */
     public function show(Request $request, Account $account, ?Carbon $start = null, ?Carbon $end = null)
     {
-
+        if (0 === $account->id) {
+            throw new NotFoundHttpException();
+        }
         $objectType       = config(sprintf('firefly.shortNamesByFullName.%s', $account->accountType->type));
 
         if (!$this->isEditableAccount($account)) {
@@ -115,20 +118,27 @@ class ShowController extends Controller
         $chartUrl         = route('chart.account.period', [$account->id, $start->format('Y-m-d'), $end->format('Y-m-d')]);
         $firstTransaction = $this->repository->oldestJournalDate($account) ?? $start;
 
-        Log::debug('Start period overview');
+        // go back max 3 years.
-        Timer::start('period-overview');
+        $threeYearsAgo    = clone $start;
+        $threeYearsAgo->startOfYear()->subYears(3);
+        if ($firstTransaction->lt($threeYearsAgo)) {
+            $firstTransaction = clone $threeYearsAgo;
+        }
 
+        Log::debug('Start period overview');
+        $timer            = Timer::getInstance();
+        $timer->start('period-overview');
         $periods          = $this->getAccountPeriodOverview($account, $firstTransaction, $end);
 
         Log::debug('End period overview');
-        Timer::stop('period-overview');
+        $timer->stop('period-overview');
 
         // if layout = v2, overrule the page title.
         if ('v1' !== config('view.layout')) {
             $subTitle = (string) trans('firefly.all_journals_for_account', ['name' => $account->name]);
         }
         Log::debug('Collect transactions');
-        Timer::start('collection');
+        $timer->start('collection');
 
         /** @var GroupCollectorInterface $collector */
         $collector        = app(GroupCollectorInterface::class);
@@ -136,6 +146,7 @@ class ShowController extends Controller
             ->setAccounts(new Collection([$account]))
             ->setLimit($pageSize)
             ->setPage($page)
+            ->withAttachmentInformation()
             ->withAPIInformation()
             ->setRange($start, $end)
         ;
@@ -146,7 +157,7 @@ class ShowController extends Controller
 
 
         Log::debug('End collect transactions');
-        Timer::stop('collection');
+        $timer->stop('collection');
 
         // enrich data in arrays.
 

app/Http/Controllers/Bill/CreateController.php

@@ -77,7 +77,7 @@ class CreateController extends Controller
             $periods[$current] = (string) trans('firefly.repeat_freq_'.$current);
         }
         $subTitle        = (string) trans('firefly.create_new_bill');
-        $defaultCurrency = $this->primaryCurrency;
+        $primaryCurrency = $this->primaryCurrency;
 
         // put previous url in session if not redirect from store (not "create another").
         if (true !== session('bills.create.fromStore')) {
@@ -85,7 +85,7 @@ class CreateController extends Controller
         }
         $request->session()->forget('bills.create.fromStore');
 
-        return view('bills.create', compact('periods', 'subTitle', 'defaultCurrency'));
+        return view('bills.create', compact('periods', 'subTitle', 'primaryCurrency'));
     }
 
     /**

app/Http/Controllers/Bill/EditController.php

@@ -88,7 +88,7 @@ class EditController extends Controller
         $bill->amount_min = app('steam')->bcround($bill->amount_min, $bill->transactionCurrency->decimal_places);
         $bill->amount_max = app('steam')->bcround($bill->amount_max, $bill->transactionCurrency->decimal_places);
         $rules            = $this->repository->getRulesForBill($bill);
-        $defaultCurrency  = $this->primaryCurrency;
+        $primaryCurrency  = $this->primaryCurrency;
 
         // code to handle active-checkboxes
         $hasOldInput      = null !== $request->old('_token');
@@ -105,7 +105,7 @@ class EditController extends Controller
         $request->session()->flash('preFilled', $preFilled);
         $request->session()->forget('bills.edit.fromUpdate');
 
-        return view('bills.edit', compact('subTitle', 'periods', 'rules', 'bill', 'defaultCurrency', 'preFilled'));
+        return view('bills.edit', compact('subTitle', 'periods', 'rules', 'bill', 'primaryCurrency', 'preFilled'));
     }
 
     /**

app/Http/Controllers/Bill/IndexController.php

@@ -57,7 +57,7 @@ class IndexController extends Controller
 
         $this->middleware(
             function ($request, $next) {
-                app('view')->share('title', (string) trans('firefly.bills'));
+                app('view')->share('title', (string)trans('firefly.bills'));
                 app('view')->share('mainTitleIcon', 'fa-calendar-o');
                 $this->repository = app(BillRepositoryInterface::class);
 
@@ -79,7 +79,6 @@ class IndexController extends Controller
         $total       = $collection->count();
 
 
-
         $parameters  = new ParameterBag();
         // sub one day from temp start so the last paid date is one day before it should be.
         $tempStart   = clone $start;
@@ -91,8 +90,6 @@ class IndexController extends Controller
         $admin       = auth()->user();
         $enrichment  = new SubscriptionEnrichment();
         $enrichment->setUser($admin);
-        $enrichment->setConvertToPrimary($this->convertToPrimary);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $enrichment->setStart($tempStart);
         $enrichment->setEnd($end);
         $collection  = $enrichment->enrich($collection);
@@ -101,7 +98,7 @@ class IndexController extends Controller
         $parameters->set('start', $tempStart);
         $parameters->set('end', $end);
         $parameters->set('convertToPrimary', $this->convertToPrimary);
-        $parameters->set('defaultCurrency', $this->primaryCurrency);
+        $parameters->set('primaryCurrency', $this->primaryCurrency);
 
         /** @var BillTransformer $transformer */
         $transformer = app(BillTransformer::class);
@@ -114,7 +111,7 @@ class IndexController extends Controller
         $bills       = [
             0 => [ // the index is the order, not the ID.
                 'object_group_id'    => 0,
-                'object_group_title' => (string) trans('firefly.default_group_title_name'),
+                'object_group_title' => (string)trans('firefly.default_group_title_name'),
                 'bills'              => [],
             ],
         ];
@@ -122,7 +119,7 @@ class IndexController extends Controller
         /** @var Bill $bill */
         foreach ($collection as $bill) {
             $array                            = $transformer->transform($bill);
-            $groupOrder                       = (int) $array['object_group_order'];
+            $groupOrder                       = (int)$array['object_group_order'];
             // make group array if necessary:
             $bills[$groupOrder] ??= [
                 'object_group_id'    => $array['object_group_id'],
@@ -175,16 +172,28 @@ class IndexController extends Controller
                     'currency_symbol'         => $bill['currency_symbol'],
                     'currency_decimal_places' => $bill['currency_decimal_places'],
                     'avg'                     => '0',
+                    'total_left_to_pay'       => '0',
                     'period'                  => $range,
                     'per_period'              => '0',
                 ];
 
                 // only fill in avg when bill is active.
                 if (null !== $bill['next_expected_match']) {
-                    $avg                                   = bcdiv(bcadd((string) $bill['amount_min'], (string) $bill['amount_max']), '2');
+                    $avg                                   = bcdiv(bcadd((string)$bill['amount_min'], (string)$bill['amount_max']), '2');
-                    $avg                                   = bcmul($avg, (string) count($bill['pay_dates']));
+                    $avg                                   = bcmul($avg, (string)count($bill['pay_dates']));
                     $sums[$groupOrder][$currencyId]['avg'] = bcadd($sums[$groupOrder][$currencyId]['avg'], $avg);
                 }
+                // only fill in total_left_to_pay when bill is not yet paid.
+                if (count($bill['paid_dates']) < count($bill['pay_dates'])) {
+                    $count = count($bill['pay_dates']) - count($bill['paid_dates']);
+                    if ($count > 0) {
+                        $avg                                                 = bcdiv(bcadd((string)$bill['amount_min'], (string)$bill['amount_max']), '2');
+                        $avg                                                 = bcmul($avg, (string)$count);
+                        $sums[$groupOrder][$currencyId]['total_left_to_pay'] = bcadd($sums[$groupOrder][$currencyId]['total_left_to_pay'], $avg);
+                    }
+                }
+
+
                 // fill in per period regardless:
                 $sums[$groupOrder][$currencyId]['per_period'] = bcadd($sums[$groupOrder][$currencyId]['per_period'], $this->amountPerPeriod($bill, $range));
             }
@@ -195,7 +204,7 @@ class IndexController extends Controller
 
     private function amountPerPeriod(array $bill, string $range): string
     {
-        $avg        = bcdiv(bcadd((string) $bill['amount_min'], (string) $bill['amount_max']), '2');
+        $avg        = bcdiv(bcadd((string)$bill['amount_min'], (string)$bill['amount_max']), '2');
 
         app('log')->debug(sprintf('Amount per period for bill #%d "%s"', $bill['id'], $bill['name']));
         app('log')->debug(sprintf('Average is %s', $avg));
@@ -208,8 +217,8 @@ class IndexController extends Controller
             'weekly'    => '52.17',
             'daily'     => '365.24',
         ];
-        $yearAmount = bcmul($avg, bcdiv($multiplies[$bill['repeat_freq']], (string) ($bill['skip'] + 1)));
+        $yearAmount = bcmul($avg, bcdiv($multiplies[$bill['repeat_freq']], (string)($bill['skip'] + 1)));
-        app('log')->debug(sprintf('Amount per year is %s (%s * %s / %s)', $yearAmount, $avg, $multiplies[$bill['repeat_freq']], (string) ($bill['skip'] + 1)));
+        app('log')->debug(sprintf('Amount per year is %s (%s * %s / %s)', $yearAmount, $avg, $multiplies[$bill['repeat_freq']], (string)($bill['skip'] + 1)));
 
         // per period:
         $division   = [
@@ -260,8 +269,8 @@ class IndexController extends Controller
                     'period'                  => $entry['period'],
                     'per_period'              => '0',
                 ];
-                $totals[$currencyId]['avg']        = bcadd($totals[$currencyId]['avg'], (string) $entry['avg']);
+                $totals[$currencyId]['avg']        = bcadd($totals[$currencyId]['avg'], (string)$entry['avg']);
-                $totals[$currencyId]['per_period'] = bcadd($totals[$currencyId]['per_period'], (string) $entry['per_period']);
+                $totals[$currencyId]['per_period'] = bcadd($totals[$currencyId]['per_period'], (string)$entry['per_period']);
             }
         }
 
@@ -273,8 +282,8 @@ class IndexController extends Controller
      */
     public function setOrder(Request $request, Bill $bill): JsonResponse
     {
-        $objectGroupTitle = (string) $request->get('objectGroupTitle');
+        $objectGroupTitle = (string)$request->get('objectGroupTitle');
-        $newOrder         = (int) $request->get('order');
+        $newOrder         = (int)$request->get('order');
         $this->repository->setOrder($bill, $newOrder);
         if ('' !== $objectGroupTitle) {
             $this->repository->setObjectGroup($bill, $objectGroupTitle);

app/Http/Controllers/Bill/ShowController.php

@@ -149,10 +149,10 @@ class ShowController extends Controller
         $admin                      = auth()->user();
         $enrichment                 = new SubscriptionEnrichment();
         $enrichment->setUser($admin);
-        $enrichment->setConvertToPrimary($this->convertToPrimary);
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
         $enrichment->setStart($start);
         $enrichment->setEnd($end);
+
+        /** @var Bill $bill */
         $bill                       = $enrichment->enrichSingle($bill);
 
         /** @var BillTransformer $transformer */

app/Http/Controllers/Budget/EditController.php

@@ -95,6 +95,7 @@ class EditController extends Controller
         $preFilled         = [
             'active'                  => $hasOldInput ? (bool) $request->old('active') : $budget->active,
             'auto_budget_currency_id' => $hasOldInput ? (int) $request->old('auto_budget_currency_id') : $this->primaryCurrency->id,
+            'notes'                   => $this->repository->getNoteText($budget),
         ];
         if ($autoBudget instanceof AutoBudget) {
             $amount                          = $hasOldInput ? $request->old('auto_budget_amount') : $autoBudget->amount;

app/Http/Controllers/Budget/IndexController.php

@@ -136,7 +136,7 @@ class IndexController extends Controller
 
         // get all inactive budgets, and simply list them:
         $inactive         = $this->repository->getInactiveBudgets();
-        $defaultCurrency  = $this->primaryCurrency;
+        $primaryCurrency  = $this->primaryCurrency;
 
         return view(
             'budgets.index',
@@ -149,7 +149,7 @@ class IndexController extends Controller
                 'budgets',
                 'currencies',
                 'periodTitle',
-                'defaultCurrency',
+                'primaryCurrency',
                 'activeDaysPassed',
                 'activeDaysLeft',
                 'inactive',
@@ -194,7 +194,7 @@ class IndexController extends Controller
         return $availableBudgets;
     }
 
-    private function getAllBudgets(Carbon $start, Carbon $end, Collection $currencies, TransactionCurrency $defaultCurrency): array
+    private function getAllBudgets(Carbon $start, Carbon $end, Collection $currencies, TransactionCurrency $primaryCurrency): array
     {
         // get all budgets, and paginate them into $budgets.
         $collection = $this->repository->getActiveBudgets();
@@ -216,7 +216,7 @@ class IndexController extends Controller
             /** @var BudgetLimit $limit */
             foreach ($budgetLimits as $limit) {
                 Log::debug(sprintf('Working on budget limit #%d', $limit->id));
-                $currency            = $limit->transactionCurrency ?? $defaultCurrency;
+                $currency            = $limit->transactionCurrency ?? $primaryCurrency;
                 $amount              = app('steam')->bcround($limit->amount, $currency->decimal_places);
                 $array['budgeted'][] = [
                     'id'                      => $limit->id,

app/Http/Controllers/Chart/AccountController.php

@@ -35,6 +35,7 @@ use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
 use FireflyIII\Support\CacheProperties;
+use FireflyIII\Support\Facades\Preferences;
 use FireflyIII\Support\Facades\Steam;
 use FireflyIII\Support\Http\Controllers\AugumentData;
 use FireflyIII\Support\Http\Controllers\ChartGeneration;
@@ -78,6 +79,7 @@ class AccountController extends Controller
 
     /**
      * Shows the balances for all the user's expense accounts (on the front page).
+     * 2025-08-06 validated for multi (primary) currency
      *
      * This chart is (multi) currency aware.
      */
@@ -112,11 +114,11 @@ class AccountController extends Controller
         $accountNames  = $this->extractNames($accounts);
 
         // grab all balances
-        Log::debug(sprintf('expenseAccounts: finalAccountsBalance("%s")', $start->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('expenseAccounts: accountsBalancesOptimized("%s")', $start->format('Y-m-d H:i:s')));
-        Log::debug(sprintf('expenseAccounts: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('expenseAccounts: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
-        $startBalances = Steam::finalAccountsBalance($accounts, $start);
+        $startBalances = Steam::accountsBalancesOptimized($accounts, $start, $this->primaryCurrency, $this->convertToPrimary);
-        $endBalances   = Steam::finalAccountsBalance($accounts, $end);
+        $endBalances   = Steam::accountsBalancesOptimized($accounts, $end, $this->primaryCurrency, $this->convertToPrimary);
-
+        Log::debug('Done collecting balances');
         // loop the accounts, then check for balance and currency info.
         foreach ($accounts as $account) {
             // Log::debug(sprintf('[a] Now in account #%d ("%s")', $account->id, $account->name));
@@ -157,7 +159,7 @@ class AccountController extends Controller
                     $tempData[] = [
                         'name'        => $accountNames[$account->id],
                         'difference'  => $diff,
-                        'diff_float'  => (float) $diff, // intentional float
+                        'diff_float'  => (float)$diff, // intentional float
                         'currency_id' => $currencies[$searchCode]->id,
                     ];
                 }
@@ -182,7 +184,7 @@ class AccountController extends Controller
         foreach ($currencies as $currencyId => $currency) {
             $dataSet
                                     = [
-                                        'label'           => (string) trans('firefly.spent'),
+                                        'label'           => (string)trans('firefly.spent'),
                                         'type'            => 'bar',
                                         'currency_symbol' => $currency->symbol,
                                         'currency_code'   => $currency->code,
@@ -195,7 +197,7 @@ class AccountController extends Controller
         foreach ($tempData as $entry) {
             $currencyId                               = $entry['currency_id'];
             $name                                     = $entry['name'];
-            $chartData[$currencyId]['entries'][$name] = (float) $entry['difference'];
+            $chartData[$currencyId]['entries'][$name] = (float)$entry['difference'];
         }
 
         $data          = $this->generator->multiSet($chartData);
@@ -223,6 +225,7 @@ class AccountController extends Controller
         $cache     = new CacheProperties();
         $cache->addProperty($account->id);
         $cache->addProperty($start);
+        $cache->addProperty($this->convertToPrimary);
         $cache->addProperty($end);
         $cache->addProperty('chart.account.expense-budget');
         if ($cache->has()) {
@@ -231,7 +234,10 @@ class AccountController extends Controller
 
         /** @var GroupCollectorInterface $collector */
         $collector = app(GroupCollectorInterface::class);
-        $collector->setAccounts(new Collection([$account]))->setRange($start, $end)->withBudgetInformation()->setTypes([TransactionTypeEnum::WITHDRAWAL->value]);
+        $collector->setAccounts(new Collection([$account]))
+            ->setRange($start, $end)
+            ->withBudgetInformation()->setTypes([TransactionTypeEnum::WITHDRAWAL->value])
+        ;
         $journals  = $collector->getExtractedJournals();
         $chartData = [];
         $result    = [];
@@ -239,19 +245,37 @@ class AccountController extends Controller
 
         /** @var array $journal */
         foreach ($journals as $journal) {
-            $budgetId              = (int) $journal['budget_id'];
+            $budgetId              = (int)$journal['budget_id'];
             $key                   = sprintf('%d-%d', $budgetId, $journal['currency_id']);
             $budgetIds[]           = $budgetId;
+
+            // currency info:
+            $currencyId            = (int)$journal['currency_id'];
+            $currencyName          = $journal['currency_name'];
+            $currencySymbol        = $journal['currency_symbol'];
+            $currencyCode          = $journal['currency_code'];
+            $currencyDecimalPlaces = $journal['currency_decimal_places'];
+            $field                 = 'amount';
+            if ($this->convertToPrimary && $this->primaryCurrency->id !== $currencyId) {
+                $field                 = 'pc_amount';
+                $currencyName          = $this->primaryCurrency->name;
+                $currencySymbol        = $this->primaryCurrency->symbol;
+                $currencyCode          = $this->primaryCurrency->code;
+                $currencyDecimalPlaces = $this->primaryCurrency->decimal_places;
+
+            }
+
             if (!array_key_exists($key, $result)) {
                 $result[$key] = [
                     'total'                   => '0',
                     'budget_id'               => $budgetId,
-                    'currency_name'   => $journal['currency_name'],
+                    'currency_name'           => $currencyName,
-                    'currency_symbol' => $journal['currency_symbol'],
+                    'currency_symbol'         => $currencySymbol,
-                    'currency_code'   => $journal['currency_code'],
+                    'currency_code'           => $currencyCode,
+                    'currency_decimal_places' => $currencyDecimalPlaces,
                 ];
             }
-            $result[$key]['total'] = bcadd((string) $journal['amount'], $result[$key]['total']);
+            $result[$key]['total'] = bcadd((string)$journal[$field], $result[$key]['total']);
         }
 
         $names     = $this->getBudgetNames($budgetIds);
@@ -259,7 +283,7 @@ class AccountController extends Controller
         foreach ($result as $row) {
             $budgetId          = $row['budget_id'];
             $name              = $names[$budgetId];
-            $label             = (string) trans('firefly.name_in_currency', ['name' => $name, 'currency' => $row['currency_name']]);
+            $label             = (string)trans('firefly.name_in_currency', ['name' => $name, 'currency' => $row['currency_name']]);
             $chartData[$label] = ['amount' => $row['total'], 'currency_symbol' => $row['currency_symbol'], 'currency_code' => $row['currency_code']];
         }
 
@@ -289,6 +313,7 @@ class AccountController extends Controller
         $cache->addProperty($account->id);
         $cache->addProperty($start);
         $cache->addProperty($end);
+        $cache->addProperty($this->convertToPrimary);
         $cache->addProperty('chart.account.expense-category');
         if ($cache->has()) {
             return response()->json($cache->get());
@@ -305,22 +330,39 @@ class AccountController extends Controller
         foreach ($journals as $journal) {
             $key                   = sprintf('%d-%d', $journal['category_id'], $journal['currency_id']);
             if (!array_key_exists($key, $result)) {
+
+                // currency info:
+                $currencyId            = (int)$journal['currency_id'];
+                $currencyName          = $journal['currency_name'];
+                $currencySymbol        = $journal['currency_symbol'];
+                $currencyCode          = $journal['currency_code'];
+                $currencyDecimalPlaces = $journal['currency_decimal_places'];
+                $field                 = 'amount';
+                if ($this->convertToPrimary && $this->primaryCurrency->id !== $currencyId) {
+                    $field                 = 'pc_amount';
+                    $currencyName          = $this->primaryCurrency->name;
+                    $currencySymbol        = $this->primaryCurrency->symbol;
+                    $currencyCode          = $this->primaryCurrency->code;
+                    $currencyDecimalPlaces = $this->primaryCurrency->decimal_places;
+                }
+
                 $result[$key]          = [
                     'total'                   => '0',
-                    'category_id'     => (int) $journal['category_id'],
+                    'category_id'             => (int)$journal['category_id'],
-                    'currency_name'   => $journal['currency_name'],
+                    'currency_name'           => $currencyName,
-                    'currency_symbol' => $journal['currency_symbol'],
+                    'currency_code'           => $currencyCode,
-                    'currency_code'   => $journal['currency_code'],
+                    'currency_symbol'         => $currencySymbol,
+                    'currency_decimal_places' => $currencyDecimalPlaces,
                 ];
             }
-            $result[$key]['total'] = bcadd((string) $journal['amount'], $result[$key]['total']);
+            $result[$key]['total'] = bcadd((string)$journal[$field], $result[$key]['total']);
         }
         $names     = $this->getCategoryNames(array_keys($result));
 
         foreach ($result as $row) {
             $categoryId        = $row['category_id'];
             $name              = $names[$categoryId] ?? '(unknown)';
-            $label             = (string) trans('firefly.name_in_currency', ['name' => $name, 'currency' => $row['currency_name']]);
+            $label             = (string)trans('firefly.name_in_currency', ['name' => $name, 'currency' => $row['currency_name']]);
             $chartData[$label] = ['amount' => $row['total'], 'currency_symbol' => $row['currency_symbol'], 'currency_code' => $row['currency_code']];
         }
 
@@ -341,11 +383,11 @@ class AccountController extends Controller
         $end            = clone session('end', today(config('app.timezone'))->endOfMonth());
         $defaultSet     = $repository->getAccountsByType([AccountTypeEnum::DEFAULT->value, AccountTypeEnum::ASSET->value])->pluck('id')->toArray();
         // Log::debug('Default set is ', $defaultSet);
-        $frontpage      = app('preferences')->get('frontpageAccounts', $defaultSet);
+        $frontpage      = Preferences::get('frontpageAccounts', $defaultSet);
         $frontpageArray = !is_array($frontpage->data) ? [] : $frontpage->data;
         Log::debug('Frontpage preference set is ', $frontpageArray);
         if (0 === count($frontpageArray)) {
-            app('preferences')->set('frontpageAccounts', $defaultSet);
+            Preferences::set('frontpageAccounts', $defaultSet);
             Log::debug('frontpage set is empty!');
         }
         $accounts       = $repository->getAccountsById($frontpageArray);
@@ -375,6 +417,7 @@ class AccountController extends Controller
         $cache     = new CacheProperties();
         $cache->addProperty($account->id);
         $cache->addProperty($start);
+        $cache->addProperty($this->convertToPrimary);
         $cache->addProperty($end);
         $cache->addProperty('chart.account.income-category');
         if ($cache->has()) {
@@ -394,22 +437,39 @@ class AccountController extends Controller
         foreach ($journals as $journal) {
             $key                   = sprintf('%d-%d', $journal['category_id'], $journal['currency_id']);
             if (!array_key_exists($key, $result)) {
+
+                // currency info:
+                $currencyId            = (int)$journal['currency_id'];
+                $currencyName          = $journal['currency_name'];
+                $currencySymbol        = $journal['currency_symbol'];
+                $currencyCode          = $journal['currency_code'];
+                $currencyDecimalPlaces = $journal['currency_decimal_places'];
+                $field                 = 'amount';
+                if ($this->convertToPrimary && $this->primaryCurrency->id !== $currencyId) {
+                    $field                 = 'pc_amount';
+                    $currencyName          = $this->primaryCurrency->name;
+                    $currencySymbol        = $this->primaryCurrency->symbol;
+                    $currencyCode          = $this->primaryCurrency->code;
+                    $currencyDecimalPlaces = $this->primaryCurrency->decimal_places;
+                }
+
                 $result[$key]          = [
                     'total'                   => '0',
                     'category_id'             => $journal['category_id'],
-                    'currency_name'   => $journal['currency_name'],
+                    'currency_name'           => $currencyName,
-                    'currency_symbol' => $journal['currency_symbol'],
+                    'currency_code'           => $currencyCode,
-                    'currency_code'   => $journal['currency_code'],
+                    'currency_symbol'         => $currencySymbol,
+                    'currency_decimal_places' => $currencyDecimalPlaces,
                 ];
             }
-            $result[$key]['total'] = bcadd((string) $journal['amount'], $result[$key]['total']);
+            $result[$key]['total'] = bcadd((string)$journal[$field], $result[$key]['total']);
         }
 
         $names     = $this->getCategoryNames(array_keys($result));
         foreach ($result as $row) {
             $categoryId        = $row['category_id'];
             $name              = $names[$categoryId] ?? '(unknown)';
-            $label             = (string) trans('firefly.name_in_currency', ['name' => $name, 'currency' => $row['currency_name']]);
+            $label             = (string)trans('firefly.name_in_currency', ['name' => $name, 'currency' => $row['currency_name']]);
             $chartData[$label] = ['amount' => $row['total'], 'currency_symbol' => $row['currency_symbol'], 'currency_code' => $row['currency_code']];
         }
         $data      = $this->generator->multiCurrencyPieChart($chartData);
@@ -450,7 +510,7 @@ class AccountController extends Controller
         // This period depends on the size of the chart
         $current         = clone $start;
         $current         = app('navigation')->endOfX($current, $step, null);
-        $format          = (string) trans('config.month_and_day_js', [], $locale);
+        $format          = (string)trans('config.month_and_day_js', [], $locale);
         $accountCurrency = $this->accountRepository->getAccountCurrency($account);
 
         $range           = Steam::finalAccountBalanceInRange($account, $start, $end, $this->convertToPrimary);
@@ -512,7 +572,7 @@ class AccountController extends Controller
         foreach ($return as $key => $info) {
             if ('balance' !== $key && 'pc_balance' !== $key) {
                 // assume it's a currency:
-                $setCurrency             = $this->currencyRepository->findByCode((string) $key);
+                $setCurrency             = $this->currencyRepository->findByCode((string)$key);
                 $info['currency_symbol'] = $setCurrency->symbol;
                 $info['currency_code']   = $setCurrency->code;
                 $info['label']           = sprintf('%s (%s)', $account->name, $setCurrency->symbol);
@@ -525,7 +585,7 @@ class AccountController extends Controller
             if ('pc_balance' === $key) {
                 $info['currency_symbol'] = $this->primaryCurrency->symbol;
                 $info['currency_code']   = $this->primaryCurrency->code;
-                $info['label']           = sprintf('%s (%s) (%s)', $account->name, (string) trans('firefly.sum'), $this->primaryCurrency->symbol);
+                $info['label']           = sprintf('%s (%s) (%s)', $account->name, (string)trans('firefly.sum'), $this->primaryCurrency->symbol);
             }
             $chartData[] = $info;
         }
@@ -594,10 +654,10 @@ class AccountController extends Controller
         $accountNames  = $this->extractNames($accounts);
 
         // grab all balances
-        Log::debug(sprintf('revAccounts: finalAccountsBalance("%s")', $start->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('revAccounts: accountsBalancesOptimized("%s")', $start->format('Y-m-d H:i:s')));
-        Log::debug(sprintf('revAccounts: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('revAccounts: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
-        $startBalances = Steam::finalAccountsBalance($accounts, $start);
+        $startBalances = Steam::accountsBalancesOptimized($accounts, $start, $this->primaryCurrency, $this->convertToPrimary);
-        $endBalances   = Steam::finalAccountsBalance($accounts, $end);
+        $endBalances   = Steam::accountsBalancesOptimized($accounts, $end, $this->primaryCurrency, $this->convertToPrimary);
 
 
         // loop the accounts, then check for balance and currency info.
@@ -640,7 +700,7 @@ class AccountController extends Controller
                     $tempData[] = [
                         'name'        => $accountNames[$account->id],
                         'difference'  => $diff,
-                        'diff_float'  => (float) $diff, // intentional float
+                        'diff_float'  => (float)$diff, // intentional float
                         'currency_id' => $currencies[$searchCode]->id,
                     ];
                 }
@@ -667,7 +727,7 @@ class AccountController extends Controller
         foreach ($currencies as $currencyId => $currency) {
             $dataSet
                                     = [
-                                        'label'           => (string) trans('firefly.earned'),
+                                        'label'           => (string)trans('firefly.earned'),
                                         'type'            => 'bar',
                                         'currency_symbol' => $currency->symbol,
                                         'currency_code'   => $currency->code,

app/Http/Controllers/Chart/CategoryReportController.php

@@ -210,7 +210,6 @@ class CategoryReportController extends Controller
         $spent     = $this->opsRepository->listExpenses($start, $end, $accounts, new Collection([$category]));
         $earned    = $this->opsRepository->listIncome($start, $end, $accounts, new Collection([$category]));
         $format    = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
-
         // loop expenses.
         foreach ($spent as $currency) {
             // add things to chart Data for each currency:

app/Http/Controllers/Controller.php

@@ -23,6 +23,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Http\Controllers;
 
+use FireflyIII\Events\RequestedSendWebhookMessages;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Support\Facades\Amount;
 use FireflyIII\Support\Facades\Steam;
@@ -33,6 +34,7 @@ use Illuminate\Foundation\Bus\DispatchesJobs;
 use Illuminate\Foundation\Validation\ValidatesRequests;
 use Illuminate\Routing\Controller as BaseController;
 use Illuminate\Support\Facades\Config;
+use Illuminate\Support\Facades\Log;
 use Illuminate\Support\Facades\View;
 use Illuminate\Support\Facades\Route;
 
@@ -141,6 +143,14 @@ abstract class Controller extends BaseController
                     View::share('shownDemo', $shownDemo);
                     View::share('current_route_name', $page);
                     View::share('original_route_name', Route::currentRouteName());
+
+                    // lottery to send any remaining webhooks:
+                    if (7 === random_int(1, 10)) {
+                        // trigger event to send them:
+                        Log::debug('send event RequestedSendWebhookMessages through lottery');
+                        event(new RequestedSendWebhookMessages());
+                    }
+
                 }
                 View::share('darkMode', $darkMode);
 

app/Http/Controllers/DebugController.php

@@ -157,6 +157,11 @@ class DebugController extends Controller
         return view('debug', compact('table', 'now', 'logContent'));
     }
 
+    public function apiTest()
+    {
+        return view('test.api-test');
+    }
+
     private function generateTable(): string
     {
         // system information:

app/Http/Controllers/PiggyBank/IndexController.php

@@ -32,8 +32,10 @@ use FireflyIII\Models\PiggyBank;
 use FireflyIII\Repositories\ObjectGroup\OrganisesObjectGroups;
 use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
 use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
 use FireflyIII\Transformers\PiggyBankTransformer;
+use FireflyIII\User;
 use Illuminate\Contracts\View\Factory;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Http\Request;
@@ -114,6 +116,13 @@ class IndexController extends Controller
         $transformer->setParameters(new ParameterBag());
         $piggyBanks  = [];
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $collection  = $enrichment->enrich($collection);
+
         /** @var PiggyBank $piggy */
         foreach ($collection as $piggy) {
             $array                                    = $transformer->transform($piggy);
@@ -148,7 +157,7 @@ class IndexController extends Controller
         // enrich each account.
         $enrichment         = new AccountEnrichment();
         $enrichment->setUser(auth()->user());
-        $enrichment->setPrimaryCurrency($this->primaryCurrency);
+        $enrichment->setDate($end);
         $return             = [];
 
         /** @var PiggyBank $piggy */
@@ -170,14 +179,6 @@ class IndexController extends Controller
                     $return[$accountId]['target']  = '0';
                     $return[$accountId]['to_save'] = '0';
                 }
-
-                // calculate new interesting fields:
-                //                $return[$accountId]['left']             -= $array['current_amount'];
-                //                $return[$accountId]['saved']            += $array['current_amount'];
-                //                $return[$accountId]['target']           += $array['target_amount'];
-                //                $return[$accountId]['to_save']          += ($array['target_amount'] - $array['current_amount']);
-                //                $return['account_name']                    = $account['name'];
-
             }
         }
 
@@ -193,7 +194,7 @@ class IndexController extends Controller
                 // loop all accounts in this piggy bank subtract the current amount from "left to save" in the $accounts array.
                 /** @var array $piggyAccount */
                 foreach ($piggyBank['accounts'] as $piggyAccount) {
-                    $accountId = $piggyAccount['id'];
+                    $accountId = $piggyAccount['account_id'];
                     if (array_key_exists($accountId, $accounts)) {
                         $accounts[$accountId]['left']    = bcsub((string) $accounts[$accountId]['left'], (string) $piggyAccount['current_amount']);
                         $accounts[$accountId]['saved']   = bcadd((string) $accounts[$accountId]['saved'], (string) $piggyAccount['current_amount']);

app/Http/Controllers/PiggyBank/ShowController.php

@@ -29,7 +29,9 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Http\Controllers\Controller;
 use FireflyIII\Models\PiggyBank;
 use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEnrichment;
 use FireflyIII\Transformers\PiggyBankTransformer;
+use FireflyIII\User;
 use Illuminate\Contracts\View\Factory;
 use Illuminate\View\View;
 use Symfony\Component\HttpFoundation\ParameterBag;
@@ -75,6 +77,13 @@ class ShowController extends Controller
         $parameters  = new ParameterBag();
         $parameters->set('end', $end);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $piggyBank   = $enrichment->enrichSingle($piggyBank);
+
         /** @var PiggyBankTransformer $transformer */
         $transformer = app(PiggyBankTransformer::class);
         $transformer->setParameters($parameters);

app/Http/Controllers/PreferencesController.php

@@ -23,10 +23,11 @@ declare(strict_types=1);
 
 namespace FireflyIII\Http\Controllers;
 
+use FireflyIII\Support\Singleton\PreferencesSingleton;
 use JsonException;
 use Carbon\Carbon;
 use FireflyIII\Enums\AccountTypeEnum;
-use FireflyIII\Events\Preferences\UserGroupChangedDefaultCurrency;
+use FireflyIII\Events\Preferences\UserGroupChangedPrimaryCurrency;
 use FireflyIII\Events\Test\UserTestNotificationChannel;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Http\Requests\PreferencesRequest;
@@ -44,7 +45,6 @@ use Illuminate\View\View;
 
 use function Safe\json_decode;
 use function Safe\file_get_contents;
-use function Safe\strtotime;
 
 /**
  * Class PreferencesController.
@@ -270,17 +270,19 @@ class PreferencesController extends Controller
         if ($convertToPrimary && !$this->convertToPrimary) {
             // set to true!
             Log::debug('User sets convertToPrimary to true.');
-            Preferences::set('convert_to_primary', $convertToPrimary);
+            Preferences::set('convert_to_primary', true);
-            event(new UserGroupChangedDefaultCurrency(auth()->user()->userGroup));
+            $singleton = PreferencesSingleton::getInstance();
+            $singleton->resetPreferences();
+            event(new UserGroupChangedPrimaryCurrency(auth()->user()->userGroup));
         }
         Preferences::set('convert_to_primary', $convertToPrimary);
 
         // custom fiscal year
         $customFiscalYear  = 1 === (int) $request->get('customFiscalYear');
-        $string            = strtotime((string) $request->get('fiscalYearStart'));
-        if (false !== $string) {
-            $fiscalYearStart = Carbon::createFromTimestamp($string)->format('m-d');
         Preferences::set('customFiscalYear', $customFiscalYear);
+        $fiscalYearString  = (string) $request->get('fiscalYearStart');
+        if ('' !== $fiscalYearString) {
+            $fiscalYearStart = Carbon::parse($fiscalYearString, config('app.timezone'))->format('m-d');
             Preferences::set('fiscalYearStart', $fiscalYearStart);
         }
 

app/Http/Controllers/Recurring/CreateController.php

@@ -84,7 +84,7 @@ class CreateController extends Controller
     {
         $budgets           = app('expandedform')->makeSelectListWithEmpty($this->budgetRepos->getActiveBudgets());
         $bills             = app('expandedform')->makeSelectListWithEmpty($this->billRepository->getActiveBills());
-        $defaultCurrency   = $this->primaryCurrency;
+        $primaryCurrency   = $this->primaryCurrency;
         $tomorrow          = today(config('app.timezone'));
         $oldRepetitionType = $request->old('repetition_type');
         $tomorrow->addDay();
@@ -116,7 +116,7 @@ class CreateController extends Controller
 
         return view(
             'recurring.create',
-            compact('tomorrow', 'oldRepetitionType', 'bills', 'weekendResponses', 'preFilled', 'repetitionEnds', 'defaultCurrency', 'budgets')
+            compact('tomorrow', 'oldRepetitionType', 'bills', 'weekendResponses', 'preFilled', 'repetitionEnds', 'primaryCurrency', 'budgets')
         );
     }
 
@@ -129,7 +129,7 @@ class CreateController extends Controller
     {
         $budgets           = app('expandedform')->makeSelectListWithEmpty($this->budgetRepos->getActiveBudgets());
         $bills             = app('expandedform')->makeSelectListWithEmpty($this->billRepository->getActiveBills());
-        $defaultCurrency   = $this->primaryCurrency;
+        $primaryCurrency   = $this->primaryCurrency;
         $tomorrow          = today(config('app.timezone'));
         $oldRepetitionType = $request->old('repetition_type');
         $tomorrow->addDay();
@@ -210,7 +210,7 @@ class CreateController extends Controller
 
         return view(
             'recurring.create',
-            compact('tomorrow', 'oldRepetitionType', 'bills', 'weekendResponses', 'preFilled', 'repetitionEnds', 'defaultCurrency', 'budgets')
+            compact('tomorrow', 'oldRepetitionType', 'bills', 'weekendResponses', 'preFilled', 'repetitionEnds', 'primaryCurrency', 'budgets')
         );
     }
 

app/Http/Controllers/Recurring/EditController.php

@@ -34,7 +34,10 @@ use FireflyIII\Models\RecurrenceRepetition;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
 use FireflyIII\Repositories\Recurring\RecurringRepositoryInterface;
+use FireflyIII\Support\Facades\ExpandedForm;
+use FireflyIII\Support\JsonApi\Enrichments\RecurringEnrichment;
 use FireflyIII\Transformers\RecurrenceTransformer;
+use FireflyIII\User;
 use Illuminate\Contracts\View\Factory;
 use Illuminate\Http\RedirectResponse;
 use Illuminate\Http\Request;
@@ -92,13 +95,20 @@ class EditController extends Controller
             throw new FireflyException('This recurring transaction has no meta-data. You will have to delete it and recreate it. Sorry!');
         }
 
+        // enrich
+        /** @var User $admin */
+        $admin                            = auth()->user();
+        $enrichment                       = new RecurringEnrichment();
+        $enrichment->setUser($admin);
+        $recurrence                       = $enrichment->enrichSingle($recurrence);
+
         /** @var RecurrenceTransformer $transformer */
         $transformer                      = app(RecurrenceTransformer::class);
         $transformer->setParameters(new ParameterBag());
 
         $array                            = $transformer->transform($recurrence);
-        $budgets                          = app('expandedform')->makeSelectListWithEmpty($this->budgetRepos->getActiveBudgets());
+        $budgets                          = ExpandedForm::makeSelectListWithEmpty($this->budgetRepos->getActiveBudgets());
-        $bills                            = app('expandedform')->makeSelectListWithEmpty($this->billRepository->getActiveBills());
+        $bills                            = ExpandedForm::makeSelectListWithEmpty($this->billRepository->getActiveBills());
 
         /** @var RecurrenceRepetition $repetition */
         $repetition                       = $recurrence->recurrenceRepetitions()->first();

app/Http/Controllers/Recurring/IndexController.php

@@ -29,7 +29,9 @@ use FireflyIII\Http\Controllers\Controller;
 use FireflyIII\Models\Recurrence;
 use FireflyIII\Repositories\Recurring\RecurringRepositoryInterface;
 use FireflyIII\Support\Http\Controllers\GetConfigurationData;
+use FireflyIII\Support\JsonApi\Enrichments\RecurringEnrichment;
 use FireflyIII\Transformers\RecurrenceTransformer;
+use FireflyIII\User;
 use Illuminate\Contracts\View\Factory;
 use Illuminate\Http\Request;
 use Illuminate\Pagination\LengthAwarePaginator;
@@ -85,6 +87,13 @@ class IndexController extends Controller
         $total       = $collection->count();
         $recurrences = $collection->slice(($page - 1) * $pageSize, $pageSize);
 
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new RecurringEnrichment();
+        $enrichment->setUser($admin);
+        $recurrences = $enrichment->enrich($recurrences);
+
         /** @var RecurrenceTransformer $transformer */
         $transformer = app(RecurrenceTransformer::class);
         $transformer->setParameters(new ParameterBag());

app/Http/Controllers/Recurring/ShowController.php

@@ -32,8 +32,10 @@ use FireflyIII\Models\Recurrence;
 use FireflyIII\Repositories\Attachment\AttachmentRepositoryInterface;
 use FireflyIII\Repositories\Recurring\RecurringRepositoryInterface;
 use FireflyIII\Support\Http\Controllers\GetConfigurationData;
+use FireflyIII\Support\JsonApi\Enrichments\RecurringEnrichment;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\RecurrenceTransformer;
+use FireflyIII\User;
 use Illuminate\Contracts\View\Factory;
 use Illuminate\View\View;
 use Symfony\Component\HttpFoundation\ParameterBag;
@@ -80,6 +82,13 @@ class ShowController extends Controller
     {
         $repos                  = app(AttachmentRepositoryInterface::class);
 
+        // enrich
+        /** @var User $admin */
+        $admin                  = auth()->user();
+        $enrichment             = new RecurringEnrichment();
+        $enrichment->setUser($admin);
+        $recurrence             = $enrichment->enrichSingle($recurrence);
+
         /** @var RecurrenceTransformer $transformer */
         $transformer            = app(RecurrenceTransformer::class);
         $transformer->setParameters(new ParameterBag());

app/Http/Controllers/Report/BudgetController.php

@@ -23,6 +23,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Http\Controllers\Report;
 
+use FireflyIII\Support\Facades\Navigation;
 use Throwable;
 use Carbon\Carbon;
 use FireflyIII\Exceptions\FireflyException;
@@ -290,11 +291,12 @@ class BudgetController extends Controller
         $cache->addProperty('budget-period-report');
         $cache->addProperty($accounts->pluck('id')->toArray());
         if ($cache->has()) {
-            return $cache->get();
+            // return $cache->get();
         }
 
-        $periods   = app('navigation')->listOfPeriods($start, $end);
+        $periods   = Navigation::listOfPeriods($start, $end);
-        $keyFormat = app('navigation')->preferredCarbonFormat($start, $end);
+        $keyFormat = Navigation::preferredCarbonFormat($start, $end);
+
         // list expenses for budgets in account(s)
         $expenses  = $this->opsRepository->listExpenses($start, $end, $accounts);
 
@@ -303,6 +305,17 @@ class BudgetController extends Controller
             foreach ($currency['budgets'] as $budget) {
                 $count = 0;
                 foreach ($budget['transaction_journals'] as $journal) {
+                    // #10678
+                    // skip transactions between two asset / liability accounts.
+                    if (
+                        in_array($journal['source_account_type'], config('firefly.valid_currency_account_types'), true)
+                        && in_array($journal['destination_account_type'], config('firefly.valid_currency_account_types'), true)
+                    ) {
+                        continue;
+                    }
+
+
+
                     ++$count;
                     $key                               = sprintf('%d-%d', $budget['id'], $currency['currency_id']);
                     $dateKey                           = $journal['date']->format($keyFormat);

app/Http/Controllers/ReportController.php

@@ -188,16 +188,7 @@ class ReportController extends Controller
         $start->endOfDay(); // end of day so the final balance is at the end of that day.
         $end->endOfDay();
 
-        app('view')->share(
+        app('view')->share('subTitle', trans('firefly.report_default', ['start' => $start->isoFormat($this->monthAndDayFormat), 'end'   => $end->isoFormat($this->monthAndDayFormat)]));
-            'subTitle',
-            trans(
-                'firefly.report_default',
-                [
-                    'start' => $start->isoFormat($this->monthAndDayFormat),
-                    'end'   => $end->isoFormat($this->monthAndDayFormat),
-                ]
-            )
-        );
 
         $generator = ReportGeneratorFactory::reportGenerator('Standard', $start, $end);
         $generator->setAccounts($accounts);
@@ -222,16 +213,7 @@ class ReportController extends Controller
         $start->endOfDay(); // end of day so the final balance is at the end of that day.
         $end->endOfDay();
 
-        app('view')->share(
+        app('view')->share('subTitle', trans('firefly.report_double', ['start' => $start->isoFormat($this->monthAndDayFormat), 'end'   => $end->isoFormat($this->monthAndDayFormat)]));
-            'subTitle',
-            trans(
-                'firefly.report_double',
-                [
-                    'start' => $start->isoFormat($this->monthAndDayFormat),
-                    'end'   => $end->isoFormat($this->monthAndDayFormat),
-                ]
-            )
-        );
 
         $generator = ReportGeneratorFactory::reportGenerator('Account', $start, $end);
         $generator->setAccounts($accounts);

app/Http/Controllers/Rule/CreateController.php

@@ -270,6 +270,7 @@ class CreateController extends Controller
         $data     = $request->getRuleData();
 
         $rule     = $this->ruleRepos->store($data);
+        session()->flash('success_url', route('rules.select-transactions', [$rule->id]));
         session()->flash('success', (string) trans('firefly.stored_new_rule', ['title' => $rule->title]));
         app('preferences')->mark();
 

app/Http/Controllers/TagController.php

@@ -252,6 +252,7 @@ class TagController extends Controller
 
         $collector->setRange($start, $end)->setLimit($pageSize)->setPage($page)->withAccountInformation()
             ->setTag($tag)->withBudgetInformation()->withCategoryInformation()
+            ->withAttachmentInformation()
         ;
         $groups       = $collector->getPaginatedGroups();
         $groups->setPath($path);
@@ -283,6 +284,7 @@ class TagController extends Controller
         $collector    = app(GroupCollectorInterface::class);
         $collector->setRange($start, $end)->setLimit($pageSize)->setPage($page)->withAccountInformation()
             ->setTag($tag)->withBudgetInformation()->withCategoryInformation()
+            ->withAttachmentInformation()
         ;
         $groups       = $collector->getPaginatedGroups();
         $groups->setPath($path);

app/Http/Controllers/Transaction/CreateController.php

@@ -117,7 +117,7 @@ class CreateController extends Controller
         $optionalFields             = app('preferences')->get('transaction_journal_optional_fields', [])->data;
         $allowedOpposingTypes       = config('firefly.allowed_opposing_types');
         $accountToTypes             = config('firefly.account_to_transaction');
-        $defaultCurrency            = $this->primaryCurrency;
+        $primaryCurrency            = $this->primaryCurrency;
         $previousUrl                = $this->rememberPreviousUrl('transactions.create.url');
         $parts                      = parse_url((string) $previousUrl);
         $search                     = sprintf('?%s', $parts['query'] ?? '');
@@ -156,7 +156,7 @@ class CreateController extends Controller
                 'objectType',
                 'optionalDateFields',
                 'subTitle',
-                'defaultCurrency',
+                'primaryCurrency',
                 'previousUrl',
                 'optionalFields',
                 'preFilled',

app/Http/Controllers/Transaction/EditController.php

@@ -84,7 +84,7 @@ class EditController extends Controller
         $title                      = $transactionGroup->transactionJournals()->count() > 1 ? $transactionGroup->title : $transactionGroup->transactionJournals()->first()->description;
         $subTitle                   = (string) trans('firefly.edit_transaction_title', ['description' => $title]);
         $subTitleIcon               = 'fa-plus';
-        $defaultCurrency            = $this->primaryCurrency;
+        $primaryCurrency            = $this->primaryCurrency;
         $cash                       = $repository->getCashAccount();
         $previousUrl                = $this->rememberPreviousUrl('transactions.edit.url');
         $parts                      = parse_url((string) $previousUrl);
@@ -130,7 +130,7 @@ class EditController extends Controller
                 'transactionGroup',
                 'allowedOpposingTypes',
                 'accountToTypes',
-                'defaultCurrency',
+                'primaryCurrency',
                 'previousUrl'
             )
         );

app/Http/Controllers/Transaction/ShowController.php

@@ -25,16 +25,20 @@ declare(strict_types=1);
 namespace FireflyIII\Http\Controllers\Transaction;
 
 use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Http\Controllers\Controller;
 use FireflyIII\Models\TransactionGroup;
 use FireflyIII\Models\TransactionJournal;
 use FireflyIII\Repositories\AuditLogEntry\ALERepositoryInterface;
 use FireflyIII\Repositories\TransactionGroup\TransactionGroupRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\TransactionGroupTransformer;
+use FireflyIII\User;
 use Illuminate\Contracts\View\Factory;
 use Illuminate\Http\JsonResponse;
 use Illuminate\View\View;
 use Symfony\Component\HttpFoundation\ParameterBag;
+use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
 
 /**
  * Class ShowController
@@ -57,7 +61,7 @@ class ShowController extends Controller
                 $this->repository    = app(TransactionGroupRepositoryInterface::class);
                 $this->aleRepository = app(ALERepositoryInterface::class);
 
-                app('view')->share('title', (string) trans('firefly.transactions'));
+                app('view')->share('title', (string)trans('firefly.transactions'));
                 app('view')->share('mainTitleIcon', 'fa-exchange');
 
                 return $next($request);
@@ -80,38 +84,62 @@ class ShowController extends Controller
      */
     public function show(TransactionGroup $transactionGroup)
     {
+        /** @var User $admin */
+        $admin           = auth()->user();
+
+        // use new group collector:
+        /** @var GroupCollectorInterface $collector */
+        $collector       = app(GroupCollectorInterface::class);
+        $collector->setUser($admin)->setTransactionGroup($transactionGroup)->withAPIInformation();
+
+        $selectedGroup   = $collector->getGroups()->first();
+        if (null === $selectedGroup) {
+            throw new NotFoundHttpException();
+        }
+
+        // enrich
+        $enrichment      = new TransactionGroupEnrichment();
+        $enrichment->setUser($admin);
+        $selectedGroup   = $enrichment->enrichSingle($selectedGroup);
+
+
         /** @var null|TransactionJournal $first */
         $first           = $transactionGroup->transactionJournals()->first(['transaction_journals.*']);
         $splits          = $transactionGroup->transactionJournals()->count();
+        $splits          = count($selectedGroup['transactions']);
+        $keys            = array_keys($selectedGroup['transactions']);
+        $first           = $selectedGroup['transactions'][array_shift($keys)];
+        unset($keys);
 
         if (null === $first) {
             throw new FireflyException('This transaction is broken :(.');
         }
-
+        $type            = (string)trans(sprintf('firefly.%s', $first['transaction_type_type']));
-        $type            = (string) trans(sprintf('firefly.%s', $first->transactionType->type));
+        $title           = 1 === $splits ? $first['description'] : $selectedGroup['title'];
-        $title           = 1 === $splits ? $first->description : $transactionGroup->title;
         $subTitle        = sprintf('%s: "%s"', $type, $title);
 
+        // enrich
+        $enrichment      = new TransactionGroupEnrichment();
+        $enrichment->setUser($admin);
+        $selectedGroup   = $enrichment->enrichSingle($selectedGroup);
+
         /** @var TransactionGroupTransformer $transformer */
         $transformer     = app(TransactionGroupTransformer::class);
         $transformer->setParameters(new ParameterBag());
         $groupArray      = $transformer->transformObject($transactionGroup);
 
         // do some calculations:
-        $amounts         = $this->getAmounts($groupArray);
+        $amounts         = $this->getAmounts($selectedGroup);
-        $accounts        = $this->getAccounts($groupArray);
+        $accounts        = $this->getAccounts($selectedGroup);
 
-        foreach (array_keys($groupArray['transactions']) as $index) {
+        foreach (array_keys($selectedGroup['transactions']) as $index) {
-            $groupArray['transactions'][$index]['tags'] = $this->repository->getTagObjects(
+            $selectedGroup['transactions'][$index]['tags'] = $this->repository->getTagObjects((int)$selectedGroup['transactions'][$index]['transaction_journal_id']);
-                (int) $groupArray['transactions'][$index]['transaction_journal_id']
-            );
         }
-
         // get audit log entries:
         $groupLogEntries = $this->aleRepository->getForObject($transactionGroup);
         $logEntries      = [];
-        foreach ($transactionGroup->transactionJournals as $journal) {
+        foreach ($selectedGroup['transactions'] as $journal) {
-            $logEntries[$journal->id] = $this->aleRepository->getForObject($journal);
+            $logEntries[$journal['transaction_journal_id']] = $this->aleRepository->getForId(TransactionJournal::class, $journal['transaction_journal_id']);
         }
 
         $events          = $this->repository->getPiggyEvents($transactionGroup);
@@ -129,6 +157,7 @@ class ShowController extends Controller
                 'groupLogEntries',
                 'subTitle',
                 'splits',
+                'selectedGroup',
                 'groupArray',
                 'events',
                 'attachments',
@@ -142,34 +171,38 @@ class ShowController extends Controller
     {
         $amounts = [];
         foreach ($group['transactions'] as $transaction) {
+            // add normal amount:
             $symbol                     = $transaction['currency_symbol'];
-            if (!array_key_exists($symbol, $amounts)) {
+            $amounts[$symbol] ??= [
-                $amounts[$symbol] = [
                 'amount'         => '0',
                 'symbol'         => $symbol,
                 'decimal_places' => $transaction['currency_decimal_places'],
             ];
-            }
+            $amounts[$symbol]['amount'] = bcadd($amounts[$symbol]['amount'], (string)$transaction['amount']);
-            $amounts[$symbol]['amount'] = bcadd($amounts[$symbol]['amount'], (string) $transaction['amount']);
+
-            if (null !== $transaction['foreign_amount'] && '' !== $transaction['foreign_amount']
+            // add foreign amount:
-                && 0 !== bccomp(
+            if (null !== $transaction['foreign_amount'] && '' !== $transaction['foreign_amount'] && 0 !== bccomp('0', (string)$transaction['foreign_amount'])) {
-                    '0',
-                    (string) $transaction['foreign_amount']
-                )) {
                 // same for foreign currency:
                 $foreignSymbol                     = $transaction['foreign_currency_symbol'];
-                if (!array_key_exists($foreignSymbol, $amounts)) {
+                $amounts[$foreignSymbol] ??= [
-                    $amounts[$foreignSymbol] = [
                     'amount'         => '0',
                     'symbol'         => $foreignSymbol,
                     'decimal_places' => $transaction['foreign_currency_decimal_places'],
                 ];
+                $amounts[$foreignSymbol]['amount'] = bcadd($amounts[$foreignSymbol]['amount'], (string)$transaction['foreign_amount']);
             }
-                $amounts[$foreignSymbol]['amount'] = bcadd(
+            // add primary currency amount
-                    $amounts[$foreignSymbol]['amount'],
+            if (null !== $transaction['pc_amount'] && $transaction['currency_id'] !== $this->primaryCurrency->id) {
-                    (string) $transaction['foreign_amount']
+                // same for foreign currency:
-                );
+                $primarySymbol                     = $this->primaryCurrency->symbol;
+                $amounts[$primarySymbol] ??= [
+                    'amount'         => '0',
+                    'symbol'         => $this->primaryCurrency->symbol,
+                    'decimal_places' => $this->primaryCurrency->decimal_places,
+                ];
+                $amounts[$primarySymbol]['amount'] = bcadd($amounts[$primarySymbol]['amount'], (string)$transaction['pc_amount']);
             }
+
         }
 
         return $amounts;
@@ -184,16 +217,16 @@ class ShowController extends Controller
 
         foreach ($group['transactions'] as $transaction) {
             $accounts['source'][]      = [
-                'type' => $transaction['source_type'],
+                'type' => $transaction['source_account_type'],
-                'id'   => $transaction['source_id'],
+                'id'   => $transaction['source_account_id'],
-                'name' => $transaction['source_name'],
+                'name' => $transaction['source_account_name'],
-                'iban' => $transaction['source_iban'],
+                'iban' => $transaction['source_account_iban'],
             ];
             $accounts['destination'][] = [
-                'type' => $transaction['destination_type'],
+                'type' => $transaction['destination_account_type'],
-                'id'   => $transaction['destination_id'],
+                'id'   => $transaction['destination_account_id'],
-                'name' => $transaction['destination_name'],
+                'name' => $transaction['destination_account_name'],
-                'iban' => $transaction['destination_iban'],
+                'iban' => $transaction['destination_account_iban'],
             ];
         }
 

app/Http/Middleware/Range.php

@@ -120,7 +120,7 @@ class Range
         // save some formats:
         $monthAndDayFormat = (string) trans('config.month_and_day_js', [], $locale);
         $dateTimeFormat    = (string) trans('config.date_time_js', [], $locale);
-        $defaultCurrency   = Amount::getPrimaryCurrency();
+        $primaryCurrency   = Amount::getPrimaryCurrency();
 
         // also format for moment JS:
         $madMomentJS       = (string) trans('config.month_and_day_moment_js', [], $locale);
@@ -128,7 +128,7 @@ class Range
         app('view')->share('madMomentJS', $madMomentJS);
         app('view')->share('monthAndDayFormat', $monthAndDayFormat);
         app('view')->share('dateTimeFormat', $dateTimeFormat);
-        app('view')->share('defaultCurrency', $defaultCurrency);
+        app('view')->share('primaryCurrency', $primaryCurrency);
     }
 
     /**

app/Http/Requests/BudgetFormUpdateRequest.php

@@ -53,6 +53,7 @@ class BudgetFormUpdateRequest extends FormRequest
             'currency_id'             => $this->convertInteger('auto_budget_currency_id'),
             'auto_budget_amount'      => $this->convertString('auto_budget_amount'),
             'auto_budget_period'      => $this->convertString('auto_budget_period'),
+            'notes'                   => $this->stringWithNewlines('notes'),
         ];
     }
 

app/Jobs/WarnAboutBills.php

@@ -25,13 +25,18 @@ declare(strict_types=1);
 namespace FireflyIII\Jobs;
 
 use Carbon\Carbon;
-use FireflyIII\Events\WarnUserAboutBill;
+use FireflyIII\Events\Model\Bill\WarnUserAboutBill;
+use FireflyIII\Events\Model\Bill\WarnUserAboutOverdueSubscriptions;
 use FireflyIII\Models\Bill;
+use FireflyIII\Support\Facades\Navigation;
+use FireflyIII\Support\JsonApi\Enrichments\SubscriptionEnrichment;
+use FireflyIII\User;
 use Illuminate\Bus\Queueable;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Foundation\Bus\Dispatchable;
 use Illuminate\Queue\InteractsWithQueue;
 use Illuminate\Queue\SerializesModels;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class WarnAboutBills
@@ -63,7 +68,7 @@ class WarnAboutBills implements ShouldQueue
 
         $this->force = false;
 
-        app('log')->debug(sprintf('Created new WarnAboutBills("%s")', $this->date->format('Y-m-d')));
+        Log::debug(sprintf('Created new WarnAboutBills("%s")', $this->date->format('Y-m-d')));
     }
 
     /**
@@ -71,12 +76,18 @@ class WarnAboutBills implements ShouldQueue
      */
     public function handle(): void
     {
-        app('log')->debug(sprintf('Now at start of WarnAboutBills() job for %s.', $this->date->format('D d M Y')));
+        Log::debug(sprintf('Now at start of WarnAboutBills() job for %s.', $this->date->format('D d M Y')));
-        $bills = Bill::all();
+        foreach (User::all() as $user) {
+            $bills   = $user->bills()->where('active', true)->get();
+            $overdue = [];
 
             /** @var Bill $bill */
             foreach ($bills as $bill) {
-            app('log')->debug(sprintf('Now checking bill #%d ("%s")', $bill->id, $bill->name));
+                Log::debug(sprintf('Now checking bill #%d ("%s")', $bill->id, $bill->name));
+                $dates = $this->getDates($bill);
+                if ($this->needsOverdueAlert($dates)) {
+                    $overdue[] = ['bill' => $bill, 'dates' => $dates];
+                }
                 if ($this->hasDateFields($bill)) {
                     if ($this->needsWarning($bill, 'end_date')) {
                         $this->sendWarning($bill, 'end_date');
@@ -86,21 +97,21 @@ class WarnAboutBills implements ShouldQueue
                     }
                 }
             }
-        app('log')->debug('Done with handle()');
+            $this->sendOverdueAlerts($user, $overdue);
+        }
+        Log::debug('Done with handle()');
 
-        // clear cache:
-        app('preferences')->mark();
     }
 
     private function hasDateFields(Bill $bill): bool
     {
         if (false === $bill->active) {
-            app('log')->debug('Bill is not active.');
+            Log::debug('Bill is not active.');
 
             return false;
         }
         if (null === $bill->end_date && null === $bill->extension_date) {
-            app('log')->debug('Bill has no date fields.');
+            Log::debug('Bill has no date fields.');
 
             return false;
         }
@@ -115,7 +126,7 @@ class WarnAboutBills implements ShouldQueue
         }
         $diff = $this->getDiff($bill, $field);
         $list = config('firefly.bill_reminder_periods');
-        app('log')->debug(sprintf('Difference in days for field "%s" ("%s") is %d day(s)', $field, $bill->{$field}->format('Y-m-d'), $diff));
+        Log::debug(sprintf('Difference in days for field "%s" ("%s") is %d day(s)', $field, $bill->{$field}->format('Y-m-d'), $diff));
         if (in_array($diff, $list, true)) {
             return true;
         }
@@ -128,13 +139,13 @@ class WarnAboutBills implements ShouldQueue
         $today  = clone $this->date;
         $carbon = clone $bill->{$field};
 
-        return (int) $today->diffInDays($carbon);
+        return (int)$today->diffInDays($carbon);
     }
 
     private function sendWarning(Bill $bill, string $field): void
     {
         $diff = $this->getDiff($bill, $field);
-        app('log')->debug('Will now send warning!');
+        Log::debug('Will now send warning!');
         event(new WarnUserAboutBill($bill, $field, $diff));
     }
 
@@ -149,4 +160,49 @@ class WarnAboutBills implements ShouldQueue
     {
         $this->force = $force;
     }
+
+    private function getDates(Bill $bill): array
+    {
+        $start      = clone $this->date;
+        $start      = Navigation::startOfPeriod($start, $bill->repeat_freq);
+        $end        = clone $start;
+        $end        = Navigation::endOfPeriod($end, $bill->repeat_freq);
+        $enrichment = new SubscriptionEnrichment();
+        $enrichment->setUser($bill->user);
+        $enrichment->setStart($start);
+        $enrichment->setEnd($end);
+        $single     = $enrichment->enrichSingle($bill);
+
+        return [
+            'pay_dates'  => $single->meta['pay_dates'] ?? [],
+            'paid_dates' => $single->meta['paid_dates'] ?? [],
+        ];
+    }
+
+    private function needsOverdueAlert(array $dates): bool
+    {
+        $count    = count($dates['pay_dates']) - count($dates['paid_dates']);
+        if (0 === $count || 0 === count($dates['pay_dates'])) {
+            return false;
+        }
+        // the earliest date in the list of pay dates must be 48hrs or more ago.
+        $earliest = new Carbon($dates['pay_dates'][0]);
+        $earliest->startOfDay();
+        Log::debug(sprintf('Earliest expected pay date is %s', $earliest->toAtomString()));
+        $diff     = $earliest->diffInDays($this->date);
+        Log::debug(sprintf('Difference in days is %s', $diff));
+        if ($diff < 2) {
+            return false;
+        }
+
+        return true;
+    }
+
+    private function sendOverdueAlerts(User $user, array $overdue): void
+    {
+        if (count($overdue) > 0) {
+            Log::debug(sprintf('Will now send warning about overdue bill for user #%d.', $user->id));
+            event(new WarnUserAboutOverdueSubscriptions($user, $overdue));
+        }
+    }
 }

app/Notifications/User/SubscriptionsOverdueReminder.php

@@ -0,0 +1,113 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\Notifications\User;
+
+use Carbon\Carbon;
+use FireflyIII\Notifications\ReturnsAvailableChannels;
+use FireflyIII\Notifications\ReturnsSettings;
+use FireflyIII\User;
+use Illuminate\Bus\Queueable;
+use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Messages\SlackMessage;
+use Illuminate\Notifications\Notification;
+use NotificationChannels\Pushover\PushoverMessage;
+
+class SubscriptionsOverdueReminder extends Notification
+{
+    use Queueable;
+
+    public function __construct(private array $overdue) {}
+
+    /**
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
+     */
+    public function toArray(User $notifiable): array
+    {
+        return [
+        ];
+    }
+
+    /**
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
+     */
+    public function toMail(User $notifiable): MailMessage
+    {
+        // format the data
+        $info  = [];
+        $count = 0;
+        foreach ($this->overdue as $item) {
+            $current              = [
+                'bill' => $item['bill'],
+            ];
+            $current['pay_dates'] = array_map(
+                static function (string $date): string {
+                    return new Carbon($date)->isoFormat((string)trans('config.month_and_day_moment_js'));
+                },
+                $item['dates']['pay_dates']
+            );
+            $info[]               = $current;
+            ++$count;
+        }
+
+        return new MailMessage()
+            ->markdown('emails.subscriptions-overdue-warning', ['info' => $info, 'count' => $count])
+            ->subject($this->getSubject())
+        ;
+    }
+
+    private function getSubject(): string
+    {
+        if (count($this->overdue) > 1) {
+            return (string)trans('email.subscriptions_overdue_subject_multi', ['count' => count($this->overdue)]);
+        }
+
+        return (string)trans('email.subscriptions_overdue_subject_single');
+    }
+
+    public function toNtfy(User $notifiable): Message
+    {
+        $settings = ReturnsSettings::getSettings('ntfy', 'user', $notifiable);
+        $message  = new Message();
+        $message->topic($settings['ntfy_topic']);
+        $message->title($this->getSubject());
+        $message->body((string)trans('email.bill_warning_please_action'));
+
+        return $message;
+    }
+
+    /**
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
+     */
+    public function toPushover(User $notifiable): PushoverMessage
+    {
+        return PushoverMessage::create((string)trans('email.bill_warning_please_action'))
+            ->title($this->getSubject())
+        ;
+    }
+
+    /**
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
+     */
+    public function toSlack(User $notifiable): SlackMessage
+    {
+        $url = route('bills.index');
+
+        return new SlackMessage()
+            ->warning()
+            ->attachment(static function ($attachment) use ($url): void {
+                $attachment->title((string)trans('firefly.visit_bills'), $url);
+            })
+            ->content($this->getSubject())
+        ;
+    }
+
+    /**
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
+     */
+    public function via(User $notifiable): array
+    {
+        return ReturnsAvailableChannels::returnChannels('user', $notifiable);
+    }
+}

app/Providers/EventServiceProvider.php

@@ -27,6 +27,8 @@ use FireflyIII\Events\ActuallyLoggedIn;
 use FireflyIII\Events\Admin\InvitationCreated;
 use FireflyIII\Events\DestroyedTransactionGroup;
 use FireflyIII\Events\DetectedNewIPAddress;
+use FireflyIII\Events\Model\Bill\WarnUserAboutBill;
+use FireflyIII\Events\Model\Bill\WarnUserAboutOverdueSubscriptions;
 use FireflyIII\Events\Model\BudgetLimit\Created;
 use FireflyIII\Events\Model\BudgetLimit\Deleted;
 use FireflyIII\Events\Model\BudgetLimit\Updated;
@@ -35,7 +37,7 @@ use FireflyIII\Events\Model\PiggyBank\ChangedName;
 use FireflyIII\Events\Model\Rule\RuleActionFailedOnArray;
 use FireflyIII\Events\Model\Rule\RuleActionFailedOnObject;
 use FireflyIII\Events\NewVersionAvailable;
-use FireflyIII\Events\Preferences\UserGroupChangedDefaultCurrency;
+use FireflyIII\Events\Preferences\UserGroupChangedPrimaryCurrency;
 use FireflyIII\Events\RegisteredUser;
 use FireflyIII\Events\RequestedNewPassword;
 use FireflyIII\Events\RequestedReportOnJournals;
@@ -58,7 +60,6 @@ use FireflyIII\Events\TriggeredAuditLog;
 use FireflyIII\Events\UpdatedAccount;
 use FireflyIII\Events\UpdatedTransactionGroup;
 use FireflyIII\Events\UserChangedEmail;
-use FireflyIII\Events\WarnUserAboutBill;
 use FireflyIII\Handlers\Observer\AccountObserver;
 use FireflyIII\Handlers\Observer\AttachmentObserver;
 use FireflyIII\Handlers\Observer\AutoBudgetObserver;
@@ -202,6 +203,9 @@ class EventServiceProvider extends ServiceProvider
             WarnUserAboutBill::class                 => [
                 'FireflyIII\Handlers\Events\BillEventHandler@warnAboutBill',
             ],
+            WarnUserAboutOverdueSubscriptions::class => [
+                'FireflyIII\Handlers\Events\BillEventHandler@warnAboutOverdueSubscriptions',
+            ],
 
             // audit log events:
             TriggeredAuditLog::class                 => [
@@ -257,7 +261,7 @@ class EventServiceProvider extends ServiceProvider
                 'FireflyIII\Handlers\Events\Security\MFAHandler@sendMFAFailedAttemptsMail',
             ],
             // preferences
-            UserGroupChangedDefaultCurrency::class => [
+            UserGroupChangedPrimaryCurrency::class   => [
                 'FireflyIII\Handlers\Events\PreferencesEventHandler@resetPrimaryCurrencyAmounts',
             ],
         ];

app/Repositories/Account/AccountRepository.php

@@ -562,7 +562,13 @@ class AccountRepository implements AccountRepositoryInterface, UserGroupInterfac
                 'foreign_currencies.decimal_places as foreign_currency_decimal_places',
 
                 // fields
-                'transaction_journals.date', 'transaction_types.type', 'transaction_journals.transaction_currency_id', 'transactions.amount'])
+                'transaction_journals.date',
+                'transaction_types.type',
+                'transaction_journals.transaction_currency_id',
+                'transactions.amount',
+                'transactions.native_amount as pc_amount',
+                'transactions.foreign_amount',
+            ])
             ->toArray()
         ;
 

app/Repositories/Account/AccountTasker.php

@@ -50,10 +50,10 @@ class AccountTasker implements AccountTaskerInterface, UserGroupInterface
         $yesterday       = clone $start;
         $yesterday->subDay()->endOfDay(); // exactly up until $start but NOT including.
         $end->endOfDay();                 // needs to be end of day to be correct.
-        Log::debug(sprintf('getAccountReport: finalAccountsBalance("%s")', $yesterday->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('getAccountReport: accountsBalancesOptimized("%s")', $yesterday->format('Y-m-d H:i:s')));
-        Log::debug(sprintf('getAccountReport: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('getAccountReport: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
-        $startSet        = Steam::finalAccountsBalance($accounts, $yesterday);
+        $startSet        = Steam::accountsBalancesOptimized($accounts, $yesterday);
-        $endSet          = Steam::finalAccountsBalance($accounts, $end);
+        $endSet          = Steam::accountsBalancesOptimized($accounts, $end);
         Log::debug('Start of accountreport');
 
         /** @var AccountRepositoryInterface $repository */

app/Repositories/AuditLogEntry/ALERepository.php

@@ -52,4 +52,10 @@ class ALERepository implements ALERepositoryInterface
 
         return $auditLogEntry;
     }
+
+    public function getForId(string $model, int $modelId): Collection
+    {
+        // all Models have an ID.
+        return AuditLogEntry::where('auditable_id', $modelId)->where('auditable_type', $model)->get();
+    }
 }

app/Repositories/AuditLogEntry/ALERepositoryInterface.php

@@ -46,5 +46,7 @@ interface ALERepositoryInterface
 {
     public function getForObject(Model $model): Collection;
 
+    public function getForId(string $model, int $modelId): Collection;
+
     public function store(array $data): AuditLogEntry;
 }

app/Repositories/Budget/NoBudgetRepository.php

@@ -32,6 +32,7 @@ use FireflyIII\Support\Report\Summarizer\TransactionSummarizer;
 use FireflyIII\Support\Repositories\UserGroup\UserGroupInterface;
 use FireflyIII\Support\Repositories\UserGroup\UserGroupTrait;
 use Illuminate\Support\Collection;
+use Override;
 
 /**
  * Class NoBudgetRepository
@@ -98,4 +99,23 @@ class NoBudgetRepository implements NoBudgetRepositoryInterface, UserGroupInterf
 
         return $summarizer->groupByCurrencyId($journals);
     }
+
+    #[Override]
+    public function collectExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?TransactionCurrency $currency = null): array
+    {
+        /** @var GroupCollectorInterface $collector */
+        $collector = app(GroupCollectorInterface::class);
+        $collector->setUser($this->user)->setRange($start, $end)->setTypes([TransactionTypeEnum::WITHDRAWAL->value]);
+
+        if ($accounts instanceof Collection && $accounts->count() > 0) {
+            $collector->setAccounts($accounts);
+        }
+        if ($currency instanceof TransactionCurrency) {
+            $collector->setCurrency($currency);
+        }
+        $collector->withoutBudget();
+        $collector->withBudgetInformation();
+
+        return $collector->getExtractedJournals();
+    }
 }

app/Repositories/Budget/NoBudgetRepositoryInterface.php

@@ -49,4 +49,6 @@ interface NoBudgetRepositoryInterface
     public function getNoBudgetPeriodReport(Collection $accounts, Carbon $start, Carbon $end): array;
 
     public function sumExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?TransactionCurrency $currency = null): array;
+
+    public function collectExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?TransactionCurrency $currency = null): array;
 }

app/Repositories/Budget/OperationsRepository.php

@@ -39,6 +39,7 @@ use FireflyIII\Support\Repositories\UserGroup\UserGroupInterface;
 use FireflyIII\Support\Repositories\UserGroup\UserGroupTrait;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\Log;
+use Override;
 
 /**
  * Class OperationsRepository
@@ -57,17 +58,17 @@ class OperationsRepository implements OperationsRepositoryInterface, UserGroupIn
         $total = '0';
         $count = 0;
         foreach ($budget->budgetlimits as $limit) {
-            $diff   = (int)$limit->start_date->diffInDays($limit->end_date, true);
+            $diff   = (int) $limit->start_date->diffInDays($limit->end_date, true);
             $diff   = 0 === $diff ? 1 : $diff;
             $amount = $limit->amount;
-            $perDay = bcdiv((string)$amount, (string)$diff);
+            $perDay = bcdiv((string) $amount, (string) $diff);
             $total  = bcadd($total, $perDay);
             ++$count;
             app('log')->debug(sprintf('Found %d budget limits. Per day is %s, total is %s', $count, $perDay, $total));
         }
         $avg   = $total;
         if ($count > 0) {
-            $avg = bcdiv($total, (string)$count);
+            $avg = bcdiv($total, (string) $count);
         }
         app('log')->debug(sprintf('%s / %d = %s = average.', $total, $count, $avg));
 
@@ -95,9 +96,9 @@ class OperationsRepository implements OperationsRepositoryInterface, UserGroupIn
         /** @var array $journal */
         foreach ($journals as $journal) {
             // prep data array for currency:
-            $budgetId                     = (int)$journal['budget_id'];
+            $budgetId                     = (int) $journal['budget_id'];
             $budgetName                   = $journal['budget_name'];
-            $currencyId                   = (int)$journal['currency_id'];
+            $currencyId                   = (int) $journal['currency_id'];
             $key                          = sprintf('%d-%d', $budgetId, $currencyId);
 
             $data[$key] ??= [
@@ -112,7 +113,7 @@ class OperationsRepository implements OperationsRepositoryInterface, UserGroupIn
                 'entries'                 => [],
             ];
             $date                         = $journal['date']->format($carbonFormat);
-            $data[$key]['entries'][$date] = bcadd($data[$key]['entries'][$date] ?? '0', (string)$journal['amount']);
+            $data[$key]['entries'][$date] = bcadd($data[$key]['entries'][$date] ?? '0', (string) $journal['amount']);
         }
 
         return $data;
@@ -156,7 +157,7 @@ class OperationsRepository implements OperationsRepositoryInterface, UserGroupIn
 
         foreach ($journals as $journal) {
             $amount                                                                       = app('steam')->negative($journal['amount']);
-            $journalCurrencyId                                                            = (int)$journal['currency_id'];
+            $journalCurrencyId                                                            = (int) $journal['currency_id'];
             if (false === $convertToPrimary) {
                 $currencyId            = $journalCurrencyId;
                 $currencyName          = $journal['currency_name'];
@@ -169,8 +170,8 @@ class OperationsRepository implements OperationsRepositoryInterface, UserGroupIn
                 $amount = $converter->convert($currencies[$journalCurrencyId], $primaryCurrency, $journal['date'], $amount);
             }
 
-            $budgetId                                                                     = (int)$journal['budget_id'];
+            $budgetId                                                                     = (int) $journal['budget_id'];
-            $budgetName                                                                   = (string)$journal['budget_name'];
+            $budgetName                                                                   = (string) $journal['budget_name'];
 
             // catch "no budget" entries.
             if (0 === $budgetId) {
@@ -196,13 +197,16 @@ class OperationsRepository implements OperationsRepositoryInterface, UserGroupIn
 
             // add journal to array:
             // only a subset of the fields.
-            $journalId                                                                    = (int)$journal['transaction_journal_id'];
+            $journalId                                                                    = (int) $journal['transaction_journal_id'];
             $array[$currencyId]['budgets'][$budgetId]['transaction_journals'][$journalId] = [
                 'amount'                   => $amount,
                 'destination_account_id'   => $journal['destination_account_id'],
                 'destination_account_name' => $journal['destination_account_name'],
+                'destination_account_type' => $journal['destination_account_type'],
+                'currency_id'              => $journalCurrencyId,
                 'source_account_id'        => $journal['source_account_id'],
                 'source_account_name'      => $journal['source_account_name'],
+                'source_account_type'      => $journal['source_account_type'],
                 'category_name'            => $journal['category_name'],
                 'description'              => $journal['description'],
                 'transaction_group_id'     => $journal['transaction_group_id'],
@@ -282,4 +286,77 @@ class OperationsRepository implements OperationsRepositoryInterface, UserGroupIn
 
         return $summarizer->groupByCurrencyId($journals, 'negative', false);
     }
+
+    public function sumCollectedExpenses(array $expenses, Carbon $start, Carbon $end, TransactionCurrency $transactionCurrency, bool $convertToPrimary = false): array
+    {
+        Log::debug(sprintf('Start of %s.', __METHOD__));
+        $summarizer = new TransactionSummarizer($this->user);
+        $summarizer->setConvertToPrimary($convertToPrimary);
+
+        // filter $journals by range AND currency if it is present.
+        $expenses   = array_filter($expenses, static function (array $expense) use ($start, $end, $transactionCurrency): bool {
+            return $expense['date']->between($start, $end) && $expense['currency_id'] === $transactionCurrency->id;
+        });
+
+        return $summarizer->groupByCurrencyId($expenses, 'negative', false);
+    }
+
+    public function sumCollectedExpensesByBudget(array $expenses, Budget $budget, bool $convertToPrimary = false): array
+    {
+        Log::debug(sprintf('Start of %s.', __METHOD__));
+        $summarizer = new TransactionSummarizer($this->user);
+        $summarizer->setConvertToPrimary($convertToPrimary);
+
+        // filter $journals by range AND currency if it is present.
+        $expenses   = array_filter($expenses, static function (array $expense) use ($budget): bool {
+            return $expense['budget_id'] === $budget->id;
+        });
+
+        return $summarizer->groupByCurrencyId($expenses, 'negative', false);
+    }
+
+    #[Override]
+    public function collectExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $budgets = null, ?TransactionCurrency $currency = null): array
+    {
+        Log::debug(sprintf('Start of %s(date, date, array, array, "%s").', __METHOD__, $currency?->code));
+        // this collector excludes all transfers TO liabilities (which are also withdrawals)
+        // because those expenses only become expenses once they move from the liability to the friend.
+        // 2024-12-24 disable the exclusion for now.
+
+        $repository = app(AccountRepositoryInterface::class);
+        $repository->setUser($this->user);
+        $subset     = $repository->getAccountsByType(config('firefly.valid_liabilities'));
+        $selection  = new Collection();
+
+        /** @var Account $account */
+        foreach ($subset as $account) {
+            if ('credit' === $repository->getMetaValue($account, 'liability_direction')) {
+                $selection->push($account);
+            }
+        }
+
+        /** @var GroupCollectorInterface $collector */
+        $collector  = app(GroupCollectorInterface::class);
+        $collector->setUser($this->user)
+            ->setRange($start, $end)
+            // ->excludeDestinationAccounts($selection)
+            ->setTypes([TransactionTypeEnum::WITHDRAWAL->value])
+        ;
+
+        if ($accounts instanceof Collection) {
+            $collector->setAccounts($accounts);
+        }
+        if (!$budgets instanceof Collection) {
+            $budgets = $this->getBudgets();
+        }
+        if ($currency instanceof TransactionCurrency) {
+            Log::debug(sprintf('Limit to normal currency %s', $currency->code));
+            $collector->setNormalCurrency($currency);
+        }
+        if ($budgets->count() > 0) {
+            $collector->setBudgets($budgets);
+        }
+
+        return $collector->getExtractedJournals();
+    }
 }

app/Repositories/Budget/OperationsRepositoryInterface.php

@@ -24,8 +24,8 @@ declare(strict_types=1);
 
 namespace FireflyIII\Repositories\Budget;
 
-use Deprecated;
 use Carbon\Carbon;
+use Deprecated;
 use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\Budget;
 use FireflyIII\Models\TransactionCurrency;
@@ -73,4 +73,10 @@ interface OperationsRepositoryInterface
         ?TransactionCurrency $currency = null,
         bool                 $convertToPrimary = false
     ): array;
+
+    public function sumCollectedExpenses(array $expenses, Carbon $start, Carbon $end, TransactionCurrency $transactionCurrency, bool $convertToPrimary = false): array;
+
+    public function sumCollectedExpensesByBudget(array $expenses, Budget $budget, bool $convertToPrimary = false): array;
+
+    public function collectExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $budgets = null, ?TransactionCurrency $currency = null): array;
 }

app/Repositories/Category/OperationsRepository.php

@@ -27,6 +27,7 @@ namespace FireflyIII\Repositories\Category;
 use Carbon\Carbon;
 use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Models\Category;
 use FireflyIII\Support\Facades\Amount;
 use FireflyIII\Support\Report\Summarizer\TransactionSummarizer;
 use FireflyIII\Support\Repositories\UserGroup\UserGroupInterface;
@@ -444,4 +445,74 @@ class OperationsRepository implements OperationsRepositoryInterface, UserGroupIn
 
         return $array;
     }
+
+    public function collectExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array
+    {
+        /** @var GroupCollectorInterface $collector */
+        $collector = app(GroupCollectorInterface::class);
+        $collector->setUser($this->user)->setRange($start, $end)->setTypes([TransactionTypeEnum::WITHDRAWAL->value]);
+
+        if ($accounts instanceof Collection && $accounts->count() > 0) {
+            $collector->setAccounts($accounts);
+        }
+        if (!$categories instanceof Collection || 0 === $categories->count()) {
+            $categories = $this->getCategories();
+        }
+        $collector->setCategories($categories);
+        $collector->withCategoryInformation();
+
+        return $collector->getExtractedJournals();
+    }
+
+    public function collectIncome(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array
+    {
+        /** @var GroupCollectorInterface $collector */
+        $collector = app(GroupCollectorInterface::class);
+        $collector->setUser($this->user)->setRange($start, $end)
+            ->setTypes([TransactionTypeEnum::DEPOSIT->value])
+        ;
+
+        if ($accounts instanceof Collection && $accounts->count() > 0) {
+            $collector->setAccounts($accounts);
+        }
+        if (!$categories instanceof Collection || 0 === $categories->count()) {
+            $categories = $this->getCategories();
+        }
+        $collector->setCategories($categories);
+
+        return $collector->getExtractedJournals();
+    }
+
+    public function collectTransfers(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array
+    {
+        /** @var GroupCollectorInterface $collector */
+        $collector = app(GroupCollectorInterface::class);
+        $collector->setUser($this->user)->setRange($start, $end)
+            ->setTypes([TransactionTypeEnum::TRANSFER->value])
+        ;
+
+        if ($accounts instanceof Collection && $accounts->count() > 0) {
+            $collector->setAccounts($accounts);
+        }
+        if (!$categories instanceof Collection || 0 === $categories->count()) {
+            $categories = $this->getCategories();
+        }
+        $collector->setCategories($categories);
+
+        return $collector->getExtractedJournals();
+    }
+
+    public function sumCollectedTransactionsByCategory(array $expenses, Category $category, string $method, bool $convertToPrimary = false): array
+    {
+        Log::debug(sprintf('Start of %s.', __METHOD__));
+        $summarizer = new TransactionSummarizer($this->user);
+        $summarizer->setConvertToPrimary($convertToPrimary);
+
+        // filter $journals by range AND currency if it is present.
+        $expenses   = array_filter($expenses, static function (array $expense) use ($category): bool {
+            return $expense['category_id'] === $category->id;
+        });
+
+        return $summarizer->groupByCurrencyId($expenses, $method, false);
+    }
 }

app/Repositories/Category/OperationsRepositoryInterface.php

@@ -26,6 +26,7 @@ namespace FireflyIII\Repositories\Category;
 
 use Carbon\Carbon;
 use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Models\Category;
 use FireflyIII\Models\UserGroup;
 use FireflyIII\User;
 use Illuminate\Contracts\Auth\Authenticatable;
@@ -78,6 +79,14 @@ interface OperationsRepositoryInterface
      */
     public function sumExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array;
 
+    public function collectExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array;
+
+    public function collectIncome(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array;
+
+    public function collectTransfers(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array;
+
+    public function sumCollectedTransactionsByCategory(array $expenses, Category $category, string $method, bool $convertToPrimary = false): array;
+
     /**
      * Sum of income journals in period for a set of categories, grouped per currency. Amounts are always positive.
      */

app/Repositories/Currency/CurrencyRepository.php

@@ -24,7 +24,7 @@ declare(strict_types=1);
 namespace FireflyIII\Repositories\Currency;
 
 use Carbon\Carbon;
-use FireflyIII\Events\Preferences\UserGroupChangedDefaultCurrency;
+use FireflyIII\Events\Preferences\UserGroupChangedPrimaryCurrency;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Factory\TransactionCurrencyFactory;
 use FireflyIII\Models\AccountMeta;
@@ -438,7 +438,7 @@ class CurrencyRepository implements CurrencyRepositoryInterface, UserGroupInterf
         if ($current->id !== $currency->id) {
             Log::debug('Trigger on a different default currency.');
             // clear all primary currency amounts through an event.
-            event(new UserGroupChangedDefaultCurrency($this->userGroup));
+            event(new UserGroupChangedPrimaryCurrency($this->userGroup));
         }
     }
 }

app/Repositories/PiggyBank/PiggyBankRepository.php

@@ -131,7 +131,7 @@ class PiggyBankRepository implements PiggyBankRepositoryInterface, UserGroupInte
     /**
      * Get current amount saved in piggy bank.
      */
-    public function getCurrentPrimaryAmount(PiggyBank $piggyBank, ?Account $account = null): string
+    public function getCurrentPrimaryCurrencyAmount(PiggyBank $piggyBank, ?Account $account = null): string
     {
         $sum = '0';
         foreach ($piggyBank->accounts as $current) {