Merge pull request #10761 from firefly-iii/release-1755317595

🤖 Automatically merge the PR into the develop branch.

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

@@ -345,16 +345,16 @@
         },
         {
             "name": "fidry/cpu-core-counter",
-            "version": "1.2.0",
+            "version": "1.3.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/theofidry/cpu-core-counter.git",
-                "reference": "8520451a140d3f46ac33042715115e290cf5785f"
+                "reference": "db9508f7b1474469d9d3c53b86f817e344732678"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/theofidry/cpu-core-counter/zipball/8520451a140d3f46ac33042715115e290cf5785f",
-                "reference": "8520451a140d3f46ac33042715115e290cf5785f",
+                "url": "https://api.github.com/repos/theofidry/cpu-core-counter/zipball/db9508f7b1474469d9d3c53b86f817e344732678",
+                "reference": "db9508f7b1474469d9d3c53b86f817e344732678",
                 "shasum": ""
             },
             "require": {
@@ -364,10 +364,10 @@
                 "fidry/makefile": "^0.2.0",
                 "fidry/php-cs-fixer-config": "^1.1.2",
                 "phpstan/extension-installer": "^1.2.0",
-                "phpstan/phpstan": "^1.9.2",
-                "phpstan/phpstan-deprecation-rules": "^1.0.0",
-                "phpstan/phpstan-phpunit": "^1.2.2",
-                "phpstan/phpstan-strict-rules": "^1.4.4",
+                "phpstan/phpstan": "^2.0",
+                "phpstan/phpstan-deprecation-rules": "^2.0.0",
+                "phpstan/phpstan-phpunit": "^2.0",
+                "phpstan/phpstan-strict-rules": "^2.0",
                 "phpunit/phpunit": "^8.5.31 || ^9.5.26",
                 "webmozarts/strict-phpunit": "^7.5"
             },
@@ -394,7 +394,7 @@
             ],
             "support": {
                 "issues": "https://github.com/theofidry/cpu-core-counter/issues",
-                "source": "https://github.com/theofidry/cpu-core-counter/tree/1.2.0"
+                "source": "https://github.com/theofidry/cpu-core-counter/tree/1.3.0"
             },
             "funding": [
                 {
@@ -402,20 +402,20 @@
                     "type": "github"
                 }
             ],
-            "time": "2024-08-06T10:04:20+00:00"
+            "time": "2025-08-14T07:29:31+00:00"
         },
         {
             "name": "friendsofphp/php-cs-fixer",
-            "version": "v3.85.1",
+            "version": "v3.86.0",
             "source": {
                 "type": "git",
                 "url": "https://github.com/PHP-CS-Fixer/PHP-CS-Fixer.git",
-                "reference": "2fb6d7f6c3398dca5786a1635b27405d73a417ba"
+                "reference": "4a952bd19dc97879b0620f495552ef09b55f7d36"
             },
             "dist": {
                 "type": "zip",
-                "url": "https://api.github.com/repos/PHP-CS-Fixer/PHP-CS-Fixer/zipball/2fb6d7f6c3398dca5786a1635b27405d73a417ba",
-                "reference": "2fb6d7f6c3398dca5786a1635b27405d73a417ba",
+                "url": "https://api.github.com/repos/PHP-CS-Fixer/PHP-CS-Fixer/zipball/4a952bd19dc97879b0620f495552ef09b55f7d36",
+                "reference": "4a952bd19dc97879b0620f495552ef09b55f7d36",
                 "shasum": ""
             },
             "require": {
@@ -499,7 +499,7 @@
             ],
             "support": {
                 "issues": "https://github.com/PHP-CS-Fixer/PHP-CS-Fixer/issues",
-                "source": "https://github.com/PHP-CS-Fixer/PHP-CS-Fixer/tree/v3.85.1"
+                "source": "https://github.com/PHP-CS-Fixer/PHP-CS-Fixer/tree/v3.86.0"
             },
             "funding": [
                 {
@@ -507,7 +507,7 @@
                     "type": "github"
                 }
             ],
-            "time": "2025-07-29T22:22:50+00:00"
+            "time": "2025-08-13T22:36:21+00:00"
         },
         {
             "name": "psr/container",

.ci/phpstan.neon

@@ -1,6 +1,6 @@
 parameters:
   scanFiles:
-    - ../_ide_helper
+    - ../_ide_helper.php
   paths:
     - ../app
     - ../database

.github/release-notes/alpha.md

@@ -0,0 +1,21 @@
+Welcome to release %version of Firefly III. This **alpha** release contains the latest fixes, translations and features. It is probably buggy and may not work as expected. You can download the release below, and adventurous Docker users can find this release under the `alpha` tag.
+
+> [!WARNING]
+> Please be careful with this alpha release, as it may not work as expected.
+
+Alpha releases are created to test new features and fixes before they are included in a stable release. They are not recommended for production use. This release was created on %date and may contain unexpected bugs. Data loss is rare but possible.
+
+## Changelog (not final)
+
+%changelog
+
+## Installation and upgrade instructions
+
+* Please read the installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/).
+* Alternatively, read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)
+
+The release files are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/).
+
+## Support Firefly III
+
+Did you know you can support the development of Firefly III? You can donate in many ways, like GitHub Sponsors or Patreon. Please [follow this link](https://bit.ly/donate-to-Firefly-III) for more information. Thank you for your consideration.

.github/release-notes/beta.md

@@ -0,0 +1,21 @@
+Welcome to release %version of Firefly III. This **beta** release contains the latest fixes, translations and features. It may be buggy, nor work as expected. You can download the release below, and adventurous Docker users can find this release under the `beta` tag.
+
+> [!WARNING]
+> Please be careful with this beta release, as it may not work as expected.
+
+Alpha releases are created to test new features and fixes before they are included in a stable release. They are not recommended for production use. This release was created on %date and may contain unexpected bugs. Data loss is rare but possible.
+
+## Changelog (not final)
+
+%changelog
+
+## Installation and upgrade instructions
+
+* Please read the installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/).
+* Alternatively, read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)
+
+The release files are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/).
+
+## Support Firefly III
+
+Did you know you can support the development of Firefly III? You can donate in many ways, like GitHub Sponsors or Patreon. Please [follow this link](https://bit.ly/donate-to-Firefly-III) for more information. Thank you for your consideration.

.github/release-notes/branch.md

@@ -0,0 +1,21 @@
+Welcome to release %version of Firefly III. This branch-related release contains the latest fixes, translations and features. It is probably buggy and may not work as expected. You can download the release below, and adventurous Docker users can find this release under the `branch-*` tag.
+
+> [!WARNING]
+> Please be careful with this branch release, as it may not work as expected.
+
+Branch releases are created to test large new features that are developed alongside the normal release flow. They are not recommended for production use. This release was created on %date and may contain unexpected bugs. Data loss is rare but possible.
+
+## Changelog
+
+There is no changelog for this release, as it is not final. However, [changelog.md](https://github.com/firefly-iii/firefly-iii/blob/develop/changelog.md) may already contain entries for the future release that this branch will be a part of.
+
+## Installation and upgrade instructions
+
+* Please read the installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/).
+* Alternatively, read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)
+
+The release files are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/).
+
+## Support Firefly III
+
+Did you know you can support the development of Firefly III? You can donate in many ways, like GitHub Sponsors or Patreon. Please [follow this link](https://bit.ly/donate-to-Firefly-III) for more information. Thank you for your consideration.

.github/release-notes/develop.md

@@ -0,0 +1,21 @@
+Welcome to the latest development release of Firefly III. This test release contains the absolute latest fixes, translations and features. It is probably buggy and may not work as expected. You can download the release below, and adventurous Docker users can find this release under the `develop` tag.
+
+> [!WARNING]
+> Please be careful with this pre-release, as it may not work as expected.
+
+This release was created on %date and may contain unexpected bugs. Data loss is rare but possible.
+
+## Changelog
+
+The changelog for this release may not be up-to-date, so it is not included. However, [changelog.md](https://github.com/firefly-iii/firefly-iii/blob/develop/changelog.md) may already contain entries for the future release.
+
+## Installation and upgrade instructions
+
+* Please read the installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/).
+* Alternatively, read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)
+
+The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/).
+
+## Support Firefly III
+
+Did you know you can support the development of Firefly III? You can donate in many ways, like GitHub Sponsors or Patreon. Please [follow this link](https://bit.ly/donate-to-Firefly-III) for more information. Thank you for your consideration.

.github/release-notes/release.md

@@ -0,0 +1,16 @@
+Welcome to release %version of Firefly III. It contains the latest fixes, translations and features. Docker users can find this release under the `latest` tag.
+
+## Changelog
+
+%changelog
+
+## Installation and upgrade instructions
+
+* Please read the installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/).
+* Alternatively, read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)
+
+The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/).
+
+## Support Firefly III
+
+Did you know you can support the development of Firefly III? You can donate in many ways, like GitHub Sponsors or Patreon. Please [follow this link](https://bit.ly/donate-to-Firefly-III) for more information. Thank you for your consideration.

.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"

.github/workflows/release.yml

@@ -19,7 +19,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v4
+        uses: actions/checkout@v5
         with:
           fetch-depth: 0
       - name: Import GPG key
@@ -233,122 +233,15 @@ jobs:
           git push
         env:
           version: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}
-      - name: Extract changelog
-        id: extract-changelog
+      - name: Generate release description
+        id: release-description
         uses: JC5/firefly-iii-dev@main
         with:
-          action: 'ff3:extract-changelog'
+          action: "ff3:generate-release-notes firefly-iii ${{ github.event.inputs.version }}"
           output: 'output'
         env:
           FIREFLY_III_ROOT: /github/workspace
           GH_TOKEN: ""
-      - name: Describe new release
-        run: |
-
-          # describe the development release.
-          if [[ "develop" == "$version" ]]; then
-            echo 'Describe the latest develop release'
-            rm -f output.txt
-            touch output.txt
-            sudo chown -R runner:docker output.txt
-            echo "Weekly development release of Firefly III with the latest fixes, translations and features. Docker users can find this release under the \`develop\` tag." >> output.txt
-            echo "" >> output.txt
-            echo "This release was created on **$(date +'%Y-%m-%d %H:%M')** and may contain unexpected bugs. Data loss is rare but is not impossible. The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
-            echo "" >> output.txt
-            echo "* Please read the installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/)" >> output.txt
-            echo "* Or read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)" >> output.txt
-            echo "" >> output.txt
-            echo ":warning: Please be careful with this pre-release, as it may not work as expected." >> output.txt
-
-            # donations!
-            echo '' >> output.txt
-            echo '### Support Firefly III' >> output.txt
-            echo 'Did you know you can support the development of Firefly III? You can donate in many ways, like GitHub Sponsors or Patreon. For more information, please [follow this link](https://bit.ly/donate-to-Firefly-III) for more information.' >> output.txt
-            echo '' >> output.txt
-          fi
-          # describe a branch release
-          if [[ "$version" == branch* ]]; then
-            echo 'Describe a branch release'
-            rm -f output.txt
-            touch output.txt
-            sudo chown -R runner:docker output.txt
-            echo "Irregular BRANCH release of Firefly III. This release contains specific features or changes. Docker users can find this release under the \`$version\` tag." >> output.txt
-            echo "" >> output.txt
-            echo "This release was created on **$(date +'%Y-%m-%d %H:%M')** and may contain unexpected bugs. Data loss is rare but is not impossible. The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
-            echo "" >> output.txt
-            echo "* Please read the installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/)" >> output.txt
-            echo "* Or read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)" >> output.txt
-            echo "" >> output.txt
-            echo ":warning: Please be careful with this branch pre-release, as it may not work as expected." >> output.txt
-          fi
-          # describe the main release
-          if [[ "develop" != "$version" ]] && [[ "$version" != branch* ]] && [[ "$version" != *alpha* ]] && [[ "$version" != *beta* ]]; then
-            echo 'Describe the latest release'
-            sudo chown -R runner:docker output.txt
-
-            # the changelog is in output.txt
-            mv output.txt output2.txt
-
-            touch output.txt
-            echo '' >> output.txt
-            echo "Welcome to release $version of Firefly III. It contains the the latest fixes, translations and features. Docker users can find this release under the \`latest\` tag." >> output.txt
-            echo '' >> output.txt
-
-            # add changelog to file.
-            cat output2.txt >> output.txt
-            echo '' >> output.txt
-            rm -f output2.txt
-
-            echo '### Instructions' >> output.txt
-            echo '' >> output.txt
-            echo "* Installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/)" >> output.txt
-            echo "* Or read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)" >> output.txt
-            echo "* The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
-
-            # donations!
-            echo '' >> output.txt
-            echo '### Support Firefly III' >> output.txt
-            echo 'Did you know you can support the development of Firefly III? You can donate in many ways, like GitHub Sponsors or Patreon. For more information, please [follow this link](https://bit.ly/donate-to-Firefly-III) for more information.' >> output.txt
-            echo '' >> output.txt
-          fi
-
-          # describe alpha release
-          if [[ "$version" == *alpha* ]]; then
-            echo 'Describe an ALPHA release'
-            rm -f output.txt
-            touch output.txt
-            sudo chown -R runner:docker output.txt
-            echo "Very early ALPHA release of Firefly III. This release contains specific features or changes. Docker users can find this release under the \`$version\` tag." >> output.txt
-            echo '' >> output.txt
-            echo "This release was created on **$(date +'%Y-%m-%d %H:%M')** and may contain unexpected bugs. Data loss is rare but is not impossible. The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
-            echo '' >> output.txt
-            echo '### Instructions' >> output.txt
-            echo '' >> output.txt
-            echo "* Installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/)" >> output.txt
-            echo "* Or read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)" >> output.txt
-            echo "* The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
-
-          fi
-
-          # describe beta release
-          if [[ "$version" == *beta* ]]; then
-            echo 'Describe a BETA release'
-            rm -f output.txt
-            touch output.txt
-            sudo chown -R runner:docker output.txt
-            echo "Very early BETA release of Firefly III. This release contains specific features or changes. Docker users can find this release under the \`$version\` tag." >> output.txt
-            echo '' >> output.txt
-            echo "This release was created on **$(date +'%Y-%m-%d %H:%M')** and may contain unexpected bugs. Data loss is rare but is not impossible. The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
-            echo '' >> output.txt
-            echo '### Instructions' >> output.txt
-            echo '' >> output.txt
-            echo "* Installation instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/installation/docker/), [Portainer](https://docs.firefly-iii.org/how-to/firefly-iii/installation/portainer/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/installation/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/installation/self-managed/)" >> output.txt
-            echo "* Or read the upgrade instructions for [Docker](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/docker/), [Kubernetes](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/kubernetes/) or [self-managed servers](https://docs.firefly-iii.org/how-to/firefly-iii/upgrade/self-managed/)" >> output.txt
-            echo "* The releases are signed, and you can verify them using the [Firefly III releases PGP key](https://docs.firefly-iii.org/explanation/more-information/signatures/)." >> output.txt
-
-          fi
-        env:
-          version: ${{ github.event_name == 'schedule' && 'develop' || github.event.inputs.version }}
       - name: Merge all into working branch
         run: |
           MERGE_INTO=develop

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

@@ -27,13 +27,14 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
 use FireflyIII\Enums\AccountTypeEnum;
+use FireflyIII\Enums\UserRoleEnum;
 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;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Support\Facades\Log;
 
@@ -45,7 +46,8 @@ class AccountController extends Controller
     use AccountFilter;
 
     // this array only exists to test if the constructor will use it properly.
-    protected array $accepts = ['application/json', 'application/vnd.api+json'];
+    protected array $accepts       = ['application/json', 'application/vnd.api+json'];
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /** @var array<int, string> */
     private array                      $balanceTypes;
@@ -59,10 +61,10 @@ class AccountController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user             = auth()->user();
+                $this->validateUserGroup($request);
                 $this->repository = app(AccountRepositoryInterface::class);
-                $this->repository->setUser($user);
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }
@@ -79,17 +81,20 @@ class AccountController extends Controller
      */
     public function accounts(AutocompleteRequest $request): JsonResponse
     {
-        $data   = $request->getData();
-        $types  = $data['types'];
-        $query  = $data['query'];
-        $date   = $data['date'] ?? today(config('app.timezone'));
-        $return = [];
-        Timer::start(sprintf('AC accounts "%s"', $query));
-        $result = $this->repository->searchAccount((string) $query, $types, $this->parameters->get('limit'));
+        $data        = $request->getData();
+        $types       = $data['types'];
+        $query       = $data['query'];
+        $date        = $data['date'] ?? today(config('app.timezone'));
+        $return      = [];
+        $timer       = Timer::getInstance();
+        $timer->start(sprintf('AC accounts "%s"', $query));
+        $result      = $this->repository->searchAccount((string) $query, $types, $this->parameters->get('limit'));
 
         // 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 = $account->name;
@@ -98,15 +103,11 @@ class AccountController extends Controller
             if (in_array($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(
-                    '%s (%s)',
-                    $account->name,
-                    app('amount')->formatAnything($useCurrency, $amount, false)
-                );
+                $nameWithBalance = sprintf('%s (%s)', $account->name, Amount::formatAnything($useCurrency, $amount, false));
             }
 
             $return[]        = [
@@ -138,7 +139,7 @@ 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/Autocomplete/BillController.php

@@ -26,9 +26,9 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\Bill;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -37,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class BillController extends Controller
 {
     private BillRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_SUBSCRIPTIONS];
 
     /**
      * BillController constructor.
@@ -46,10 +47,10 @@ class BillController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user             = auth()->user();
+                $this->validateUserGroup($request);
                 $this->repository = app(BillRepositoryInterface::class);
-                $this->repository->setUser($user);
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }

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

@@ -26,9 +26,9 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\Budget;
 use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -37,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class BudgetController extends Controller
 {
     private BudgetRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_BUDGETS];
 
     /**
      * BudgetController constructor.
@@ -46,10 +47,10 @@ class BudgetController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user             = auth()->user();
+                $this->validateUserGroup($request);
                 $this->repository = app(BudgetRepositoryInterface::class);
-                $this->repository->setUser($user);
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }

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

@@ -26,9 +26,9 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\Category;
 use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -37,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class CategoryController extends Controller
 {
     private CategoryRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * CategoryController constructor.
@@ -46,10 +47,10 @@ class CategoryController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user             = auth()->user();
+                $this->validateUserGroup($request);
                 $this->repository = app(CategoryRepositoryInterface::class);
-                $this->repository->setUser($user);
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }

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

@@ -27,9 +27,9 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 use Deprecated;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -38,6 +38,7 @@ use Illuminate\Http\JsonResponse;
 class CurrencyController extends Controller
 {
     private CurrencyRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * CurrencyController constructor.
@@ -47,10 +48,10 @@ class CurrencyController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user             = auth()->user();
+                $this->validateUserGroup($request);
                 $this->repository = app(CurrencyRepositoryInterface::class);
-                $this->repository->setUser($user);
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }

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

@@ -26,9 +26,9 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\ObjectGroup;
 use FireflyIII\Repositories\ObjectGroup\ObjectGroupRepositoryInterface;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -37,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class ObjectGroupController extends Controller
 {
     private ObjectGroupRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * CurrencyController constructor.
@@ -46,10 +47,10 @@ class ObjectGroupController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user             = auth()->user();
+                $this->validateUserGroup($request);
                 $this->repository = app(ObjectGroupRepositoryInterface::class);
-                $this->repository->setUser($user);
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }

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

@@ -26,10 +26,10 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\PiggyBank;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -39,6 +39,7 @@ class PiggyBankController extends Controller
 {
     private AccountRepositoryInterface   $accountRepository;
     private PiggyBankRepositoryInterface $piggyRepository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_PIGGY_BANKS];
 
     /**
      * PiggyBankController constructor.
@@ -48,22 +49,19 @@ class PiggyBankController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user                    = auth()->user();
+                $this->validateUserGroup($request);
                 $this->piggyRepository   = app(PiggyBankRepositoryInterface::class);
                 $this->accountRepository = app(AccountRepositoryInterface::class);
-                $this->piggyRepository->setUser($user);
-                $this->accountRepository->setUser($user);
+                $this->piggyRepository->setUser($this->user);
+                $this->piggyRepository->setUserGroup($this->userGroup);
+                $this->accountRepository->setUser($this->user);
+                $this->accountRepository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getPiggiesAC
-     */
     public function piggyBanks(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();
@@ -90,10 +88,6 @@ class PiggyBankController extends Controller
         return response()->api($response);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getPiggiesBalanceAC
-     */
     public function piggyBanksWithBalance(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();

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

@@ -26,6 +26,7 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\Recurrence;
 use FireflyIII\Repositories\Recurring\RecurringRepositoryInterface;
 use Illuminate\Http\JsonResponse;
@@ -36,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class RecurrenceController extends Controller
 {
     private RecurringRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_RECURRING];
 
     /**
      * RecurrenceController constructor.
@@ -45,19 +47,16 @@ class RecurrenceController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
+                $this->validateUserGroup($request);
                 $this->repository = app(RecurringRepositoryInterface::class);
-
-                $this->repository->setUser(auth()->user());
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getRecurringAC
-     */
     public function recurring(AutocompleteRequest $request): JsonResponse
     {
         $data        = $request->getData();

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

@@ -26,6 +26,7 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\Rule;
 use FireflyIII\Repositories\Rule\RuleRepositoryInterface;
 use Illuminate\Http\JsonResponse;
@@ -36,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class RuleController extends Controller
 {
     private RuleRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_RULES];
 
     /**
      * RuleController constructor.
@@ -45,18 +47,16 @@ class RuleController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
+                $this->validateUserGroup($request);
                 $this->repository = app(RuleRepositoryInterface::class);
-                $this->repository->setUser(auth()->user());
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getRulesAC
-     */
     public function rules(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();

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

@@ -26,6 +26,7 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\RuleGroup;
 use FireflyIII\Repositories\RuleGroup\RuleGroupRepositoryInterface;
 use Illuminate\Http\JsonResponse;
@@ -36,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class RuleGroupController extends Controller
 {
     private RuleGroupRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_RULES];
 
     /**
      * RuleGroupController constructor.
@@ -45,18 +47,16 @@ class RuleGroupController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
+                $this->validateUserGroup($request);
                 $this->repository = app(RuleGroupRepositoryInterface::class);
-                $this->repository->setUser(auth()->user());
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getRuleGroupsAC
-     */
     public function ruleGroups(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();

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

@@ -26,9 +26,9 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\Tag;
 use FireflyIII\Repositories\Tag\TagRepositoryInterface;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -37,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class TagController extends Controller
 {
     private TagRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * TagController constructor.
@@ -46,20 +47,16 @@ class TagController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user             = auth()->user();
+                $this->validateUserGroup($request);
                 $this->repository = app(TagRepositoryInterface::class);
-                $this->repository->setUser($user);
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getTagAC
-     */
     public function tags(AutocompleteRequest $request): JsonResponse
     {
         $data   = $request->getData();

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

@@ -31,7 +31,6 @@ use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\TransactionJournal;
 use FireflyIII\Repositories\Journal\JournalRepositoryInterface;
 use FireflyIII\Repositories\TransactionGroup\TransactionGroupRepositoryInterface;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Support\Collection;
 
@@ -52,24 +51,19 @@ class TransactionController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user                  = auth()->user();
-                $userGroup             = $this->validateUserGroup($request);
+                $this->validateUserGroup($request);
                 $this->repository      = app(JournalRepositoryInterface::class);
                 $this->groupRepository = app(TransactionGroupRepositoryInterface::class);
-                $this->repository->setUser($user);
-                $this->groupRepository->setUser($user);
-                $this->groupRepository->setUserGroup($userGroup);
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
+                $this->groupRepository->setUser($this->user);
+                $this->groupRepository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getTransactionsAC
-     */
     public function transactions(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();
@@ -92,10 +86,6 @@ class TransactionController extends Controller
         return response()->api($array);
     }
 
-    /**
-     * This endpoint is documented at:
-     * * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getTransactionsIDAC
-     */
     public function transactionsWithID(AutocompleteRequest $request): JsonResponse
     {
         $data   = $request->getData();

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

@@ -26,6 +26,7 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\TransactionType\TransactionTypeRepositoryInterface;
 use Illuminate\Http\JsonResponse;
@@ -36,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class TransactionTypeController extends Controller
 {
     private TransactionTypeRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * TransactionTypeController constructor.
@@ -45,17 +47,16 @@ class TransactionTypeController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
+                $this->validateUserGroup($request);
                 $this->repository = app(TransactionTypeRepositoryInterface::class);
+                $this->repository->setUser($this->user);
+                $this->repository->setUserGroup($this->userGroup);
 
                 return $next($request);
             }
         );
     }
 
-    /**
-     * This endpoint is documented at
-     * * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getTransactionTypesAC
-     */
     public function transactionTypes(AutocompleteRequest $request): JsonResponse
     {
         $data  = $request->getData();

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

@@ -24,23 +24,17 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V1\Controllers\Chart;
 
-use Carbon\Carbon;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Chart\ChartRequest;
-use FireflyIII\Api\V1\Requests\Data\DateRequest;
-use FireflyIII\Enums\AccountTypeEnum;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Exceptions\FireflyException;
-use FireflyIII\Exceptions\ValidationException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\Preference;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
-use FireflyIII\Support\Chart\ChartData;
-use FireflyIII\Support\Facades\Preferences;
 use FireflyIII\Support\Facades\Steam;
 use FireflyIII\Support\Http\Api\ApiSupport;
+use FireflyIII\Support\Http\Api\CleansChartData;
 use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Support\Facades\Log;
 
@@ -50,9 +44,12 @@ use Illuminate\Support\Facades\Log;
 class AccountController extends Controller
 {
     use ApiSupport;
+    use CleansChartData;
     use CollectsAccountsFromFilter;
 
-    private ChartData                  $chartData;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
+
+    private array                  $chartData;
     private AccountRepositoryInterface $repository;
 
     /**
@@ -63,11 +60,9 @@ class AccountController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user             = auth()->user();
-                $this->chartData  = new ChartData();
                 $this->repository = app(AccountRepositoryInterface::class);
-                $this->repository->setUser($user);
+                $this->repository->setUserGroup($this->userGroup);
+                $this->repository->setUser($this->user);
 
                 return $next($request);
             }
@@ -75,11 +70,9 @@ class AccountController extends Controller
     }
 
     /**
-     * TODO fix documentation
-     *
      * @throws FireflyException
      */
-    public function dashboard(ChartRequest $request): JsonResponse
+    public function overview(ChartRequest $request): JsonResponse
     {
         $queryParameters = $request->getParameters();
         $accounts        = $this->getAccountList($queryParameters);
@@ -87,7 +80,7 @@ class AccountController extends Controller
         // move date to end of day
         $queryParameters['start']->startOfDay();
         $queryParameters['end']->endOfDay();
-        Log::debug(sprintf('dashboard(), convert to primary: %s', var_export($this->convertToPrimary, true)));
+        // Log::debug(sprintf('dashboard(), convert to primary: %s', var_export($this->convertToPrimary, true)));
 
         // loop each account, and collect info:
         /** @var Account $account */
@@ -96,7 +89,7 @@ class AccountController extends Controller
             $this->renderAccountData($queryParameters, $account);
         }
 
-        return response()->json($this->chartData->render());
+        return response()->json($this->clean($this->chartData));
     }
 
     /**
@@ -105,29 +98,35 @@ class AccountController extends Controller
     private function renderAccountData(array $params, Account $account): void
     {
         Log::debug(sprintf('Now in %s(array, #%d)', __METHOD__, $account->id));
-        $currency     = $this->repository->getAccountCurrency($account);
-        $currentStart = clone $params['start'];
-        $range        = Steam::finalAccountBalanceInRange($account, $params['start'], clone $params['end'], $this->convertToPrimary);
+        $currency          = $this->repository->getAccountCurrency($account);
+        $currentStart      = clone $params['start'];
+        $range             = Steam::finalAccountBalanceInRange($account, $params['start'], clone $params['end'], $this->convertToPrimary);
 
 
-        $previous     = array_values($range)[0]['balance'];
-        $pcPrevious   = null;
+        $previous          = array_values($range)[0]['balance'];
+        $pcPrevious        = null;
         if (!$currency instanceof TransactionCurrency) {
-            $currency = $this->default;
+            $currency = $this->primaryCurrency;
         }
-        $currentSet   = [
+        $currentSet        = [
             'label'                   => $account->name,
 
             // the currency that belongs to the account.
             'currency_id'             => (string)$currency->id,
+            'currency_name'           => $currency->name,
             'currency_code'           => $currency->code,
             'currency_symbol'         => $currency->symbol,
             'currency_decimal_places' => $currency->decimal_places,
 
+            // the primary currency
+            'primary_currency_id'     => (string)$this->primaryCurrency->id,
+
             // the default currency of the user (could be the same!)
             'date'                    => $params['start']->toAtomString(),
-            'start'                   => $params['start']->toAtomString(),
-            'end'                     => $params['end']->toAtomString(),
+            'start_date'              => $params['start']->toAtomString(),
+            'end_date'                => $params['end']->toAtomString(),
+            'type'                    => 'line',
+            'yAxisID'                 => 0,
             'period'                  => '1D',
             'entries'                 => [],
         ];
@@ -159,106 +158,6 @@ class AccountController extends Controller
 
             $currentStart->addDay();
         }
-        $this->chartData->add($currentSet);
-    }
-
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/charts/getChartAccountOverview
-     *
-     * @throws ValidationException
-     */
-    public function overview(DateRequest $request): JsonResponse
-    {
-        // parameters for chart:
-        $dates        = $request->getAll();
-
-
-        /** @var Carbon $start */
-        $start        = $dates['start'];
-
-        /** @var Carbon $end */
-        $end          = $dates['end'];
-
-        // set dates to end of day + start of day:
-        $start->startOfDay();
-        $end->endOfDay();
-
-        $frontPageIds = $this->getFrontPageAccountIds();
-        $accounts     = $this->repository->getAccountsById($frontPageIds);
-        $chartData    = [];
-
-        /** @var Account $account */
-        foreach ($accounts as $account) {
-            Log::debug(sprintf('Rendering chart data for account %s (%d)', $account->name, $account->id));
-            $currency     = $this->repository->getAccountCurrency($account) ?? $this->primaryCurrency;
-            $currentStart = clone $start;
-            $range        = Steam::finalAccountBalanceInRange($account, $start, clone $end, $this->convertToPrimary);
-            $previous     = array_values($range)[0]['balance'];
-            $pcPrevious   = null;
-            $currentSet   = [
-                'label'                   => $account->name,
-                'currency_id'             => (string)$currency->id,
-                'currency_code'           => $currency->code,
-                'currency_symbol'         => $currency->symbol,
-                'currency_decimal_places' => $currency->decimal_places,
-                'start_date'              => $start->toAtomString(),
-                'end_date'                => $end->toAtomString(),
-                'type'                    => 'line', // line, area or bar
-                'yAxisID'                 => 0, // 0, 1, 2
-                'entries'                 => [],
-            ];
-
-            // add "pc_entries" if convertToPrimary is true:
-            if ($this->convertToPrimary) {
-                $currentSet['pc_entries']                      = [];
-                $currentSet['primary_currency_id']             = (string)$this->primaryCurrency->id;
-                $currentSet['primary_currency_code']           = $this->primaryCurrency->code;
-                $currentSet['primary_currency_symbol']         = $this->primaryCurrency->symbol;
-                $currentSet['primary_currency_decimal_places'] = $this->primaryCurrency->decimal_places;
-                $pcPrevious                                    = array_values($range)[0]['pc_balance'];
-
-            }
-
-            // also get the primary balance if convertToPrimary is true:
-            while ($currentStart <= $end) {
-                $format                        = $currentStart->format('Y-m-d');
-                $label                         = $currentStart->toAtomString();
-
-                // balance is based on "balance" from the $range variable.
-                $balance                       = array_key_exists($format, $range) ? $range[$format]['balance'] : $previous;
-                $previous                      = $balance;
-                $currentSet['entries'][$label] = $balance;
-
-                // do the same for the primary balance, if relevant:
-                $pcBalance                     = null;
-                if ($this->convertToPrimary) {
-                    $pcBalance                        = array_key_exists($format, $range) ? $range[$format]['pc_balance'] : $pcPrevious;
-                    $pcPrevious                       = $pcBalance;
-                    $currentSet['pc_entries'][$label] = $pcBalance;
-                }
-
-                $currentStart->addDay();
-
-            }
-            $chartData[]  = $currentSet;
-        }
-
-        return response()->json($chartData);
-    }
-
-    private function getFrontPageAccountIds(): array
-    {
-        $defaultSet = $this->repository->getAccountsByType([AccountTypeEnum::ASSET->value])->pluck('id')->toArray();
-
-        /** @var Preference $frontpage */
-        $frontpage  = Preferences::get('frontpageAccounts', $defaultSet);
-
-        if (!(is_array($frontpage->data) && count($frontpage->data) > 0)) {
-            $frontpage->data = $defaultSet;
-            $frontpage->save();
-        }
-
-        return $frontpage->data ?? $defaultSet;
+        $this->chartData[] = $currentSet;
     }
 }

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

@@ -0,0 +1,94 @@
+<?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\Enums\UserRoleEnum;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+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;
+    protected array $acceptedRoles            = [UserRoleEnum::READ_ONLY];
+
+    private array                  $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);
+                $this->repository->setUserGroup($this->userGroup);
+                $this->collector->setUserGroup($this->userGroup);
+                $this->repository->setUser($this->user);
+                $this->collector->setUser($this->user);
+
+                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);
+
+        // 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']);
+        $object->setPrimary($this->primaryCurrency);
+        $object->setAccounts($accounts);
+        $object->setJournals($journals);
+        $object->setStart($queryParameters['start']);
+        $object->setEnd($queryParameters['end']);
+        $object->groupByCurrencyAndPeriod();
+        $data            = $object->convertToChartData();
+        foreach ($data as $entry) {
+            $this->chartData[] = $entry;
+        }
+        $this->chartData = $this->clean($this->chartData);
+
+        return response()->json($this->chartData);
+    }
+}

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

@@ -63,13 +63,17 @@ class BudgetController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
+                $this->validateUserGroup($request);
                 $this->repository    = app(BudgetRepositoryInterface::class);
                 $this->blRepository  = app(BudgetLimitRepositoryInterface::class);
                 $this->opsRepository = app(OperationsRepositoryInterface::class);
-                $userGroup           = $this->validateUserGroup($request);
-                $this->repository->setUserGroup($userGroup);
-                $this->opsRepository->setUserGroup($userGroup);
-                $this->blRepository->setUserGroup($userGroup);
+                $this->validateUserGroup($request);
+                $this->repository->setUserGroup($this->userGroup);
+                $this->opsRepository->setUserGroup($this->userGroup);
+                $this->blRepository->setUserGroup($this->userGroup);
+                $this->repository->setUser($this->user);
+                $this->opsRepository->setUser($this->user);
+                $this->blRepository->setUser($this->user);
 
                 return $next($request);
             }
@@ -81,7 +85,7 @@ class BudgetController extends Controller
      *
      * @throws FireflyException
      */
-    public function dashboard(DateRequest $request): JsonResponse
+    public function overview(DateRequest $request): JsonResponse
     {
         $params  = $request->getAll();
 
@@ -110,10 +114,12 @@ class BudgetController extends Controller
     private function processBudget(Budget $budget, Carbon $start, Carbon $end): array
     {
         // get all limits:
-        $limits   = $this->blRepository->getBudgetLimits($budget, $start, $end);
-        $rows     = [];
-        $spent    = $this->opsRepository->listExpenses($start, $end, null, new Collection([$budget]));
-        $expenses = $this->processExpenses($budget->id, $spent, $start, $end);
+        $limits     = $this->blRepository->getBudgetLimits($budget, $start, $end);
+        $rows       = [];
+        $spent      = $this->opsRepository->listExpenses($start, $end, null, new Collection([$budget]));
+        $expenses   = $this->processExpenses($budget->id, $spent, $start, $end);
+        $converter  = new ExchangeRateConverter();
+        $currencies = [$this->primaryCurrency->id => $this->primaryCurrency];
 
         /**
          * @var int   $currencyId
@@ -121,7 +127,14 @@ class BudgetController extends Controller
          */
         foreach ($expenses as $currencyId => $row) {
             // budgeted, left and overspent are now 0.
-            $limit  = $this->filterLimit($currencyId, $limits);
+            $limit               = $this->filterLimit($currencyId, $limits);
+
+            // primary currency entries
+            $row['pc_budgeted']  = '0';
+            $row['pc_spent']     = '0';
+            $row['pc_left']      = '0';
+            $row['pc_overspent'] = '0';
+
             if (null !== $limit) {
                 $row['budgeted']  = $limit->amount;
                 $row['left']      = bcsub($row['budgeted'], bcmul($row['spent'], '-1'));
@@ -129,34 +142,59 @@ class BudgetController extends Controller
                 $row['left']      = 1 === bccomp($row['left'], '0') ? $row['left'] : '0';
                 $row['overspent'] = 1 === bccomp($row['overspent'], '0') ? $row['overspent'] : '0';
             }
-            $rows[] = $row;
+
+            // convert data if necessary.
+            if (true === $this->convertToPrimary && $currencyId !== $this->primaryCurrency->id) {
+                $currencies[$currencyId] ??= TransactionCurrency::find($currencyId);
+                $row['pc_budgeted']  = $converter->convert($currencies[$currencyId], $this->primaryCurrency, $start, $row['budgeted']);
+                $row['pc_spent']     = $converter->convert($currencies[$currencyId], $this->primaryCurrency, $start, $row['spent']);
+                $row['pc_left']      = $converter->convert($currencies[$currencyId], $this->primaryCurrency, $start, $row['left']);
+                $row['pc_overspent'] = $converter->convert($currencies[$currencyId], $this->primaryCurrency, $start, $row['overspent']);
+            }
+            if (true === $this->convertToPrimary && $currencyId === $this->primaryCurrency->id) {
+                $row['pc_budgeted']  = $row['budgeted'];
+                $row['pc_spent']     = $row['spent'];
+                $row['pc_left']      = $row['left'];
+                $row['pc_overspent'] = $row['overspent'];
+            }
+            $rows[]              = $row;
         }
 
 
-        // if no limits
-        //        if (0 === $limits->count()) {
-        //             return as a single item in an array
-        //            $rows = $this->noBudgetLimits($budget, $start, $end);
-        //        }
-
         // is always an array
-        $return   = [];
+        $return     = [];
         foreach ($rows as $row) {
             $current  = [
-                'label'                   => $budget->name,
-                'currency_id'             => (string)$row['currency_id'],
-                'currency_code'           => $row['currency_code'],
-                'currency_name'           => $row['currency_name'],
-                'currency_decimal_places' => $row['currency_decimal_places'],
-                'period'                  => null,
-                'start'                   => $row['start'],
-                'end'                     => $row['end'],
-                'entries'                 => [
+                'label'                           => $budget->name,
+                'currency_id'                     => (string)$row['currency_id'],
+                'currency_name'                   => $row['currency_name'],
+                'currency_code'                   => $row['currency_code'],
+                'currency_decimal_places'         => $row['currency_decimal_places'],
+
+                'primary_currency_id'             => (string)$this->primaryCurrency->id,
+                'primary_currency_name'           => $this->primaryCurrency->name,
+                'primary_currency_code'           => $this->primaryCurrency->code,
+                'primary_currency_symbol'         => $this->primaryCurrency->symbol,
+                'primary_currency_decimal_places' => $this->primaryCurrency->decimal_places,
+
+                'period'                          => null,
+                'date'                            => $row['start'],
+                'start_date'                      => $row['start'],
+                'end_date'                        => $row['end'],
+                'yAxisID'                         => 0,
+                'type'                            => 'bar',
+                'entries'                         => [
                     'budgeted'  => $row['budgeted'],
                     'spent'     => $row['spent'],
                     'left'      => $row['left'],
                     'overspent' => $row['overspent'],
                 ],
+                'pc_entries'                      => [
+                    'budgeted'  => $row['pc_budgeted'],
+                    'spent'     => $row['pc_spent'],
+                    'left'      => $row['pc_left'],
+                    'overspent' => $row['pc_overspent'],
+                ],
             ];
             $return[] = $current;
         }

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

@@ -34,6 +34,7 @@ use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
+use FireflyIII\Support\Facades\Steam;
 use FireflyIII\Support\Http\Api\CleansChartData;
 use FireflyIII\Support\Http\Api\ExchangeRateConverter;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
@@ -60,9 +61,10 @@ class CategoryController extends Controller
             function ($request, $next) {
                 $this->accountRepos  = app(AccountRepositoryInterface::class);
                 $this->currencyRepos = app(CurrencyRepositoryInterface::class);
-                $userGroup           = $this->validateUserGroup($request);
-                $this->accountRepos->setUserGroup($userGroup);
-                $this->currencyRepos->setUserGroup($userGroup);
+                $this->accountRepos->setUserGroup($this->userGroup);
+                $this->currencyRepos->setUserGroup($this->userGroup);
+                $this->accountRepos->setUser($this->user);
+                $this->currencyRepos->setUser($this->user);
 
                 return $next($request);
             }
@@ -77,7 +79,7 @@ class CategoryController extends Controller
      *
      * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
-    public function dashboard(DateRequest $request): JsonResponse
+    public function overview(DateRequest $request): JsonResponse
     {
         /** @var Carbon $start */
         $start      = $this->parameters->get('start');
@@ -100,52 +102,70 @@ class CategoryController extends Controller
         /** @var array $journal */
         foreach ($journals as $journal) {
             // find journal:
-            $journalCurrencyId              = (int)$journal['currency_id'];
-            $currency                       = $currencies[$journalCurrencyId] ?? $this->currencyRepos->find($journalCurrencyId);
-            $currencies[$journalCurrencyId] = $currency;
-            $currencyId                     = (int)$currency->id;
-            $currencyName                   = (string)$currency->name;
-            $currencyCode                   = (string)$currency->code;
-            $currencySymbol                 = (string)$currency->symbol;
-            $currencyDecimalPlaces          = (int)$currency->decimal_places;
-            $amount                         = app('steam')->positive($journal['amount']);
+            $journalCurrencyId                = (int)$journal['currency_id'];
+            $currency                         = $currencies[$journalCurrencyId] ?? $this->currencyRepos->find($journalCurrencyId);
+            $currencies[$journalCurrencyId]   = $currency;
+            $currencyId                       = (int)$currency->id;
+            $currencyName                     = (string)$currency->name;
+            $currencyCode                     = (string)$currency->code;
+            $currencySymbol                   = (string)$currency->symbol;
+            $currencyDecimalPlaces            = (int)$currency->decimal_places;
+            $amount                           = Steam::positive($journal['amount']);
+            $pcAmount                         = null;
 
             // overrule if necessary:
+            if ($this->convertToPrimary && $journalCurrencyId === $this->primaryCurrency->id) {
+                $pcAmount = $amount;
+            }
             if ($this->convertToPrimary && $journalCurrencyId !== $this->primaryCurrency->id) {
                 $currencyId            = (int)$this->primaryCurrency->id;
                 $currencyName          = (string)$this->primaryCurrency->name;
                 $currencyCode          = (string)$this->primaryCurrency->code;
                 $currencySymbol        = (string)$this->primaryCurrency->symbol;
                 $currencyDecimalPlaces = (int)$this->primaryCurrency->decimal_places;
-                $convertedAmount       = $converter->convert($currency, $this->primaryCurrency, $journal['date'], $amount);
-                Log::debug(sprintf('Converted %s %s to %s %s', $journal['currency_code'], $amount, $this->primaryCurrency->code, $convertedAmount));
-                $amount                = $convertedAmount;
+                $pcAmount              = $converter->convert($currency, $this->primaryCurrency, $journal['date'], $amount);
+                Log::debug(sprintf('Converted %s %s to %s %s', $journal['currency_code'], $amount, $this->primaryCurrency->code, $pcAmount));
             }
 
 
-            $categoryName                   = $journal['category_name'] ?? (string)trans('firefly.no_category');
-            $key                            = sprintf('%s-%s', $categoryName, $currencyCode);
+            $categoryName                     = $journal['category_name'] ?? (string)trans('firefly.no_category');
+            $key                              = sprintf('%s-%s', $categoryName, $currencyCode);
             // create arrays
             $return[$key] ??= [
-                'label'                   => $categoryName,
-                'currency_id'             => (string)$currencyId,
-                'currency_code'           => $currencyCode,
-                'currency_name'           => $currencyName,
-                'currency_symbol'         => $currencySymbol,
-                'currency_decimal_places' => $currencyDecimalPlaces,
-                'period'                  => null,
-                'start'                   => $start->toAtomString(),
-                'end'                     => $end->toAtomString(),
-                'amount'                  => '0',
+                'label'                           => $categoryName,
+                'currency_id'                     => (string)$currencyId,
+                'currency_name'                   => $currencyName,
+                'currency_code'                   => $currencyCode,
+                'currency_symbol'                 => $currencySymbol,
+                'currency_decimal_places'         => $currencyDecimalPlaces,
+                'primary_currency_id'             => (string)$this->primaryCurrency->id,
+                'primary_currency_name'           => (string)$this->primaryCurrency->name,
+                'primary_currency_code'           => (string)$this->primaryCurrency->code,
+                'primary_currency_symbol'         => (string)$this->primaryCurrency->symbol,
+                'primary_currency_decimal_places' => (int)$this->primaryCurrency->decimal_places,
+                'period'                          => null,
+                'start_date'                      => $start->toAtomString(),
+                'end_date'                        => $end->toAtomString(),
+                'yAxisID'                         => 0,
+                'type'                            => 'bar',
+                'entries'                         => [
+                    'spent' => '0',
+                ],
+                'pc_entries'                      => [
+                    'spent' => '0',
+                ],
             ];
 
             // add monies
-            $return[$key]['amount']         = bcadd($return[$key]['amount'], (string)$amount);
+            $return[$key]['entries']['spent'] = bcadd($return[$key]['entries']['spent'], (string)$amount);
+            if (null !== $pcAmount) {
+                $return[$key]['pc_entries']['spent'] = bcadd($return[$key]['pc_entries']['spent'], (string)$pcAmount);
+            }
         }
         $return     = array_values($return);
 
         // order by amount
-        usort($return, static fn (array $a, array $b) => (float)$a['amount'] < (float)$b['amount'] ? 1 : -1);
+        usort($return, static fn (array $a, array $b) => (float)$a['entries']['spent'] < (float)$b['entries']['spent'] ? 1 : -1);
 
         return response()->json($this->clean($return));
     }

app/Api/V1/Controllers/Controller.php

@@ -64,7 +64,7 @@ abstract class Controller extends BaseController
 
     protected const string CONTENT_TYPE             = 'application/vnd.api+json';
     protected const string JSON_CONTENT_TYPE        = 'application/json';
-    protected array               $accepts          = ['application/json', 'application/vnd.api+json'];
+    protected array $accepts                        = ['application/json', 'application/vnd.api+json'];
 
     /** @var array<int, string> */
     protected array               $allowedSort;
@@ -107,7 +107,7 @@ abstract class Controller extends BaseController
     private function getParameters(): ParameterBag
     {
         $bag      = new ParameterBag();
-        $page     = (int) request()->get('page');
+        $page     = (int)request()->get('page');
         if ($page < 1) {
             $page = 1;
         }
@@ -131,13 +131,13 @@ abstract class Controller extends BaseController
             $obj  = null;
             if (null !== $date) {
                 try {
-                    $obj = Carbon::parse((string) $date);
+                    $obj = Carbon::parse((string)$date);
                 } catch (InvalidFormatException $e) {
                     // don't care
                     Log::warning(
                         sprintf(
                             'Ignored invalid date "%s" in API controller parameter check: %s',
-                            substr((string) $date, 0, 20),
+                            substr((string)$date, 0, 20),
                             $e->getMessage()
                         )
                     );
@@ -158,7 +158,7 @@ abstract class Controller extends BaseController
                 $value = null;
             }
             if (null !== $value) {
-                $value = (int) $value;
+                $value = (int)$value;
                 if ($value < 1) {
                     $value = 1;
                 }
@@ -176,7 +176,7 @@ abstract class Controller extends BaseController
                 $user     = auth()->user();
 
                 /** @var Preference $pageSize */
-                $pageSize = (int) app('preferences')->getForUser($user, 'listPageSize', 50)->data;
+                $pageSize = (int)app('preferences')->getForUser($user, 'listPageSize', 50)->data;
                 $bag->set($integer, $pageSize);
             }
         }
@@ -190,7 +190,7 @@ abstract class Controller extends BaseController
         $sortParameters = [];
 
         try {
-            $param = (string) request()->query->get('sort');
+            $param = (string)request()->query->get('sort');
         } catch (BadRequestException $e) {
             Log::error('Request field "sort" contains a non-scalar value. Value set to NULL.');
             Log::error($e->getMessage());

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

@@ -26,6 +26,7 @@ namespace FireflyIII\Api\V1\Controllers\Data\Bulk;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Data\Bulk\TransactionRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Services\Internal\Destroy\AccountDestroyService;
 use Illuminate\Http\JsonResponse;
@@ -44,23 +45,23 @@ class TransactionController extends Controller
 {
     private AccountRepositoryInterface $repository;
 
+    protected array $acceptedRoles = [UserRoleEnum::MANAGE_TRANSACTIONS];
+
     public function __construct()
     {
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
+                $this->validateUserGroup($request);
                 $this->repository = app(AccountRepositoryInterface::class);
-                $this->repository->setUser(auth()->user());
+                $this->repository->setUserGroup($this->userGroup);
+                $this->repository->setUser($this->user);
 
                 return $next($request);
             }
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/bulkUpdateTransactions
-     */
     public function update(TransactionRequest $request): JsonResponse
     {
         $query  = $request->getAll();

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

@@ -28,6 +28,7 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Data\DestroyRequest;
 use FireflyIII\Enums\AccountTypeEnum;
 use FireflyIII\Enums\TransactionTypeEnum;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
 use FireflyIII\Models\TransactionJournal;
@@ -55,12 +56,20 @@ class DestroyController extends Controller
 {
     private bool $unused;
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/destroyData
-     *
-     * @throws FireflyException
-     */
+    protected array $acceptedRoles = [UserRoleEnum::FULL];
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->validateUserGroup($request);
+
+                return $next($request);
+            }
+        );
+    }
+
     public function destroy(DestroyRequest $request): JsonResponse
     {
         $objects         = $request->getObjects();

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

@@ -26,6 +26,7 @@ namespace FireflyIII\Api\V1\Controllers\Data\Export;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Data\Export\ExportRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Support\Export\ExportDataGenerator;
 use Illuminate\Http\Response as LaravelResponse;
@@ -39,6 +40,7 @@ use function Safe\date;
 class ExportController extends Controller
 {
     private ExportDataGenerator $exporter;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * ExportController constructor.
@@ -48,8 +50,10 @@ class ExportController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
+                $this->validateUserGroup($request);
                 $this->exporter = app(ExportDataGenerator::class);
-                $this->exporter->setUser(auth()->user());
+                $this->exporter->setUserGroup($this->userGroup);
+                $this->exporter->setUser($this->user);
 
                 return $next($request);
             }
@@ -57,9 +61,6 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportAccounts
-     *
      * @throws FireflyException
      *
      * @SuppressWarnings("PHPMD.UnusedFormalParameter")
@@ -99,9 +100,6 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportBills
-     *
      * @throws FireflyException
      *
      * @SuppressWarnings("PHPMD.UnusedFormalParameter")
@@ -114,9 +112,6 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportBudgets
-     *
      * @throws FireflyException
      *
      * @SuppressWarnings("PHPMD.UnusedFormalParameter")
@@ -129,9 +124,6 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportCategories
-     *
      * @throws FireflyException
      *
      * @SuppressWarnings("PHPMD.UnusedFormalParameter")
@@ -144,9 +136,6 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportPiggies
-     *
      * @throws FireflyException
      *
      * @SuppressWarnings("PHPMD.UnusedFormalParameter")
@@ -159,9 +148,6 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportRecurring
-     *
      * @throws FireflyException
      *
      * @SuppressWarnings("PHPMD.UnusedFormalParameter")
@@ -174,9 +160,6 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportRules
-     *
      * @throws FireflyException
      *
      * @SuppressWarnings("PHPMD.UnusedFormalParameter")
@@ -189,9 +172,6 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportTags
-     *
      * @throws FireflyException
      *
      * @SuppressWarnings("PHPMD.UnusedFormalParameter")
@@ -204,9 +184,6 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportTransactions
-     *
      * @throws FireflyException
      */
     public function transactions(ExportRequest $request): LaravelResponse

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

@@ -46,8 +46,6 @@ class PurgeController extends Controller
 {
     /**
      * TODO cleanup and use repositories.
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/purgeData
      */
     public function purge(): JsonResponse
     {
@@ -66,14 +64,6 @@ class PurgeController extends Controller
         $repository = app(PiggyBankRepositoryInterface::class);
         $repository->setUser($user);
         $repository->purgeAll();
-        //        $set  = PiggyBank::leftJoin('accounts', 'accounts.id', 'piggy_banks.account_id')
-        //            ->where('accounts.user_id', $user->id)->onlyTrashed()->get(['piggy_banks.*'])
-        //        ;
-        //
-        //        /** @var PiggyBank $piggy */
-        //        foreach ($set as $piggy) {
-        //            $piggy->forceDelete();
-        //        }
 
         // rule group
         RuleGroup::whereUserId($user->id)->onlyTrashed()->forceDelete();

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

@@ -64,10 +64,6 @@ class AccountController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseAsset
-     */
     public function asset(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -91,10 +87,6 @@ class AccountController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseExpense
-     */
     public function expense(GenericRequest $request): JsonResponse
     {
         $start           = $request->getStart();

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

@@ -58,9 +58,6 @@ class BillController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseBill
-     *
      * Expenses per bill, possibly filtered by bill and account.
      */
     public function bill(GenericRequest $request): JsonResponse
@@ -122,9 +119,6 @@ class BillController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseNoBill
-     *
      * Expenses for no bill filtered by account.
      */
     public function noBill(GenericRequest $request): JsonResponse

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

@@ -63,10 +63,6 @@ class BudgetController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseBudget
-     */
     public function budget(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -98,10 +94,6 @@ class BudgetController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseNoBudget
-     */
     public function noBudget(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();

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

@@ -63,10 +63,6 @@ class CategoryController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferCategory
-     */
     public function category(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -98,10 +94,6 @@ class CategoryController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferNoCategory
-     */
     public function noCategory(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();

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

@@ -37,10 +37,6 @@ use Illuminate\Support\Facades\Log;
  */
 class PeriodController extends Controller
 {
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseTotal
-     */
     public function total(GenericRequest $request): JsonResponse
     {
         $accounts         = $request->getAssetAccounts();

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

@@ -57,9 +57,6 @@ class TagController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseNoTag
-     *
      * Expenses for no tag filtered by account.
      */
     public function noTag(GenericRequest $request): JsonResponse
@@ -115,9 +112,6 @@ class TagController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseTag
-     *
      * Expenses per tag, possibly filtered by tag and account.
      */
     public function tag(GenericRequest $request): JsonResponse

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

@@ -64,10 +64,6 @@ class AccountController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeAsset
-     */
     public function asset(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -92,10 +88,6 @@ class AccountController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeRevenue
-     */
     public function revenue(GenericRequest $request): JsonResponse
     {
         $start           = $request->getStart();

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

@@ -63,10 +63,6 @@ class CategoryController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeCategory
-     */
     public function category(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -98,10 +94,6 @@ class CategoryController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeNoCategory
-     */
     public function noCategory(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();

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

@@ -36,10 +36,6 @@ use Illuminate\Http\JsonResponse;
  */
 class PeriodController extends Controller
 {
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeTotal
-     */
     public function total(GenericRequest $request): JsonResponse
     {
         $accounts         = $request->getAssetAccounts();

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

@@ -57,9 +57,6 @@ class TagController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeTag
-     *
      * Expenses for no tag filtered by account.
      */
     public function noTag(GenericRequest $request): JsonResponse
@@ -109,9 +106,6 @@ class TagController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeNoTag
-     *
      * Expenses per tag, possibly filtered by tag and account.
      */
     public function tag(GenericRequest $request): JsonResponse

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

@@ -56,10 +56,6 @@ class AccountController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransfers
-     */
     public function asset(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();

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

@@ -63,10 +63,6 @@ class CategoryController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferCategory
-     */
     public function category(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -98,10 +94,6 @@ class CategoryController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferNoCategory
-     */
     public function noCategory(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();

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

@@ -36,10 +36,6 @@ use Illuminate\Http\JsonResponse;
  */
 class PeriodController extends Controller
 {
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferTotal
-     */
     public function total(GenericRequest $request): JsonResponse
     {
         $accounts         = $request->getAssetAccounts();

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

@@ -56,10 +56,6 @@ class TagController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferNoTag
-     */
     public function noTag(GenericRequest $request): JsonResponse
     {
         $accounts         = $request->getAssetAccounts();
@@ -108,9 +104,6 @@ class TagController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferTag
-     *
      * Transfers per tag, possibly filtered by tag and account.
      */
     public function tag(GenericRequest $request): JsonResponse

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

@@ -55,9 +55,6 @@ class DestroyController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/deleteAccount
-     *
      * Remove the specified resource from storage.
      */
     public function destroy(Account $account): JsonResponse

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

@@ -71,9 +71,6 @@ class ListController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/listAttachmentByAccount
-     *
      * @throws FireflyException
      */
     public function attachments(Account $account): JsonResponse
@@ -100,9 +97,6 @@ class ListController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/listPiggyBankByAccount
-     *
      * @throws FireflyException
      */
     public function piggyBanks(Account $account): JsonResponse
@@ -140,9 +134,6 @@ class ListController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/listTransactionByAccount
-     *
      * Show all transaction groups related to the account.
      *
      * @throws FireflyException

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

@@ -67,9 +67,6 @@ class ShowController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/listAccount
-     *
      * Display a listing of the resource.
      *
      * @throws FireflyException

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\BudgetEnrichment;
 use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
 use FireflyIII\Transformers\BudgetLimitTransformer;
 use FireflyIII\User;
@@ -76,6 +77,16 @@ class ShowController extends Controller
      */
     public function index(Budget $budget): JsonResponse
     {
+        /** @var User $admin */
+        $admin        = auth()->user();
+        // enrich budget:
+        $enrichment   = new BudgetEnrichment();
+        $enrichment->setUser($admin);
+        $enrichment->setStart($this->parameters->get('start'));
+        $enrichment->setEnd($this->parameters->get('end'));
+        $budget       = $enrichment->enrichSingle($budget);
+
+
         $manager      = $this->getManager();
         $manager->parseIncludes('budget');
         $pageSize     = $this->parameters->get('limit');
@@ -87,8 +98,6 @@ class ShowController extends Controller
 
 
         // enrich
-        /** @var User $admin */
-        $admin        = auth()->user();
         $enrichment   = new BudgetLimitEnrichment();
         $enrichment->setUser($admin);
         $budgetLimits = $enrichment->enrich($budgetLimits);

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

@@ -28,13 +28,11 @@ use Carbon\Carbon;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\DestroyRequest;
 use FireflyIII\Enums\UserRoleEnum;
-use FireflyIII\Exceptions\ValidationException;
 use FireflyIII\Models\CurrencyExchangeRate;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\ExchangeRate\ExchangeRateRepositoryInterface;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use Illuminate\Http\JsonResponse;
-use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
 
 class DestroyController extends Controller
 {
@@ -59,23 +57,25 @@ class DestroyController extends Controller
 
     public function destroy(DestroyRequest $request, TransactionCurrency $from, TransactionCurrency $to): JsonResponse
     {
-        $date = $request->getDate();
-        if (!$date instanceof Carbon) {
-            throw new ValidationException('Date is required');
-        }
-        $rate = $this->repository->getSpecificRateOnDate($from, $to, $date);
-        if (!$rate instanceof CurrencyExchangeRate) {
-            throw new NotFoundHttpException();
-        }
-        $this->repository->deleteRate($rate);
+        $this->repository->deleteRates($from, $to);
 
         return response()->json([], 204);
     }
 
-    public function destroySingle(CurrencyExchangeRate $exchangeRate): JsonResponse
+    public function destroySingleById(CurrencyExchangeRate $exchangeRate): JsonResponse
     {
         $this->repository->deleteRate($exchangeRate);
 
         return response()->json([], 204);
     }
+
+    public function destroySingleByDate(TransactionCurrency $from, TransactionCurrency $to, Carbon $date): JsonResponse
+    {
+        $exchangeRate = $this->repository->getSpecificRateOnDate($from, $to, $date);
+        if (null !== $exchangeRate) {
+            $this->repository->deleteRate($exchangeRate);
+        }
+
+        return response()->json([], 204);
+    }
 }

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

@@ -24,6 +24,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V1\Controllers\Models\CurrencyExchangeRate;
 
+use Carbon\Carbon;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\CurrencyExchangeRate;
@@ -33,6 +34,7 @@ use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use FireflyIII\Transformers\ExchangeRateTransformer;
 use Illuminate\Http\JsonResponse;
 use Illuminate\Pagination\LengthAwarePaginator;
+use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
 
 /**
  * Class ShowController
@@ -76,7 +78,7 @@ class ShowController extends Controller
         ;
     }
 
-    public function showSingle(CurrencyExchangeRate $exchangeRate): JsonResponse
+    public function showSingleById(CurrencyExchangeRate $exchangeRate): JsonResponse
     {
         $transformer = new ExchangeRateTransformer();
         $transformer->setParameters($this->parameters);
@@ -86,4 +88,20 @@ class ShowController extends Controller
             ->header('Content-Type', self::CONTENT_TYPE)
         ;
     }
+
+    public function showSingleByDate(TransactionCurrency $from, TransactionCurrency $to, Carbon $date): JsonResponse
+    {
+        $transformer  = new ExchangeRateTransformer();
+        $transformer->setParameters($this->parameters);
+
+        $exchangeRate = $this->repository->getSpecificRateOnDate($from, $to, $date);
+        if (null === $exchangeRate) {
+            throw new NotFoundHttpException();
+        }
+
+        return response()
+            ->api($this->jsonApiObject(self::RESOURCE_KEY, $exchangeRate, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE)
+        ;
+    }
 }

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

@@ -24,21 +24,27 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V1\Controllers\Models\CurrencyExchangeRate;
 
+use Carbon\Carbon;
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\StoreByCurrenciesRequest;
+use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\StoreByDateRequest;
+use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\StoreRequest;
 use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\CurrencyExchangeRate;
-use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\StoreRequest;
-use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\ExchangeRate\ExchangeRateRepositoryInterface;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use FireflyIII\Transformers\ExchangeRateTransformer;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Pagination\LengthAwarePaginator;
+use Illuminate\Support\Collection;
 
 class StoreController extends Controller
 {
     use ValidatesUserGroupTrait;
 
-    public const string RESOURCE_KEY = 'exchange-rates';
-    protected array $acceptedRoles   = [UserRoleEnum::OWNER];
+    public const string RESOURCE_KEY                       = 'exchange-rates';
+    protected array                         $acceptedRoles = [UserRoleEnum::OWNER];
     private ExchangeRateRepositoryInterface $repository;
 
     public function __construct()
@@ -54,6 +60,71 @@ class StoreController extends Controller
         );
     }
 
+    public function storeByCurrencies(StoreByCurrenciesRequest $request, TransactionCurrency $from, TransactionCurrency $to): JsonResponse
+    {
+
+        $data        = $request->getAll();
+        $collection  = new Collection();
+
+        foreach ($data as $date => $rate) {
+            $date     = Carbon::createFromFormat('Y-m-d', $date);
+            $existing = $this->repository->getSpecificRateOnDate($from, $to, $date);
+            if (null !== $existing) {
+                // update existing rate.
+                $existing = $this->repository->updateExchangeRate($existing, $rate);
+                $collection->push($existing);
+
+                continue;
+            }
+            $new      = $this->repository->storeExchangeRate($from, $to, $rate, $date);
+            $collection->push($new);
+        }
+
+        $count       = $collection->count();
+        $paginator   = new LengthAwarePaginator($collection, $count, $count, 1);
+        $transformer = new ExchangeRateTransformer();
+        $transformer->setParameters($this->parameters); // give params to transformer
+
+        return response()
+            ->json($this->jsonApiList(self::RESOURCE_KEY, $paginator, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE)
+        ;
+    }
+
+    public function storeByDate(StoreByDateRequest $request, Carbon $date): JsonResponse
+    {
+
+        $data        = $request->getAll();
+        $from        = $request->getFromCurrency();
+        $collection  = new Collection();
+        foreach ($data['rates'] as $key => $rate) {
+            $to       = TransactionCurrency::where('code', $key)->first();
+            if (null === $to) {
+                continue; // should not happen.
+            }
+            $existing = $this->repository->getSpecificRateOnDate($from, $to, $date);
+            if (null !== $existing) {
+                // update existing rate.
+                $existing = $this->repository->updateExchangeRate($existing, $rate);
+                $collection->push($existing);
+
+                continue;
+            }
+            $new      = $this->repository->storeExchangeRate($from, $to, $rate, $date);
+            $collection->push($new);
+        }
+
+        $count       = $collection->count();
+        $paginator   = new LengthAwarePaginator($collection, $count, $count, 1);
+        $transformer = new ExchangeRateTransformer();
+        $transformer->setParameters($this->parameters); // give params to transformer
+
+        return response()
+            ->json($this->jsonApiList(self::RESOURCE_KEY, $paginator, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE)
+        ;
+    }
+
     public function store(StoreRequest $request): JsonResponse
     {
         $date        = $request->getDate();

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

@@ -24,21 +24,24 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V1\Controllers\Models\CurrencyExchangeRate;
 
-use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\UpdateRequest;
+use Carbon\Carbon;
 use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate\UpdateRequest;
 use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\CurrencyExchangeRate;
+use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\ExchangeRate\ExchangeRateRepositoryInterface;
 use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
 use FireflyIII\Transformers\ExchangeRateTransformer;
 use Illuminate\Http\JsonResponse;
+use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
 
 class UpdateController extends Controller
 {
     use ValidatesUserGroupTrait;
 
-    public const string RESOURCE_KEY = 'exchange-rates';
-    protected array $acceptedRoles   = [UserRoleEnum::OWNER];
+    public const string RESOURCE_KEY                       = 'exchange-rates';
+    protected array                         $acceptedRoles = [UserRoleEnum::OWNER];
     private ExchangeRateRepositoryInterface $repository;
 
     public function __construct()
@@ -54,7 +57,7 @@ class UpdateController extends Controller
         );
     }
 
-    public function update(UpdateRequest $request, CurrencyExchangeRate $exchangeRate): JsonResponse
+    public function updateById(UpdateRequest $request, CurrencyExchangeRate $exchangeRate): JsonResponse
     {
         $date         = $request->getDate();
         $rate         = $request->getRate();
@@ -67,4 +70,23 @@ class UpdateController extends Controller
             ->header('Content-Type', self::CONTENT_TYPE)
         ;
     }
+
+    public function updateByDate(UpdateRequest $request, TransactionCurrency $from, TransactionCurrency $to, Carbon $date): JsonResponse
+    {
+        $exchangeRate = $this->repository->getSpecificRateOnDate($from, $to, $date);
+        if (null === $exchangeRate) {
+            throw new NotFoundHttpException();
+        }
+        $date         = $request->getDate();
+        $rate         = $request->getRate();
+        $exchangeRate = $this->repository->updateExchangeRate($exchangeRate, $rate, $date);
+
+        $transformer  = new ExchangeRateTransformer();
+        $transformer->setParameters($this->parameters);
+
+        return response()
+            ->api($this->jsonApiObject(self::RESOURCE_KEY, $exchangeRate, $transformer))
+            ->header('Content-Type', self::CONTENT_TYPE)
+        ;
+    }
 }

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

@@ -126,7 +126,7 @@ class ShowController extends Controller
      *
      * @throws FireflyException
      */
-    public function showDefault(): JsonResponse
+    public function showPrimary(): JsonResponse
     {
         /** @var User $user */
         $user        = auth()->user();

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

@@ -73,7 +73,7 @@ class StoreController extends Controller
     {
         $currency    = $this->repository->store($request->getAll());
         if (true === $request->boolean('default')) {
-            $this->repository->makeDefault($currency);
+            $this->repository->makePrimary($currency);
             app('preferences')->mark();
         }
         $manager     = $this->getManager();

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

@@ -101,12 +101,12 @@ class UpdateController extends Controller
     /**
      * @throws FireflyException
      */
-    public function makeDefault(TransactionCurrency $currency): JsonResponse
+    public function makePrimary(TransactionCurrency $currency): JsonResponse
     {
         /** @var User $user */
         $user        = auth()->user();
         $this->repository->enable($currency);
-        $this->repository->makeDefault($currency);
+        $this->repository->makePrimary($currency);
 
         app('preferences')->mark();
 

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/Models/CurrencyExchangeRate/DestroyRequest.php

@@ -45,7 +45,7 @@ class DestroyRequest extends FormRequest
     public function rules(): array
     {
         return [
-            'date' => 'required|date|after:1970-01-02|before:2038-01-17',
+            // 'date' => 'required|date|after:1970-01-02|before:2038-01-17',
         ];
     }
 }

app/Api/V1/Requests/Models/CurrencyExchangeRate/StoreByCurrenciesRequest.php

@@ -0,0 +1,76 @@
+<?php
+
+/*
+ * StoreRequest.php
+ * Copyright (c) 2025 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate;
+
+use Carbon\Carbon;
+use Carbon\Exceptions\InvalidFormatException;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Contracts\Validation\Validator;
+use Illuminate\Foundation\Http\FormRequest;
+
+class StoreByCurrenciesRequest extends FormRequest
+{
+    use ChecksLogin;
+    use ConvertsDataTypes;
+
+    public function getAll(): array
+    {
+        return $this->all();
+    }
+
+    /**
+     * The rules that the incoming request must be matched against.
+     */
+    public function rules(): array
+    {
+        return [
+            '*' => 'required|numeric|min:0.0000000001',
+        ];
+    }
+
+    public function withValidator(Validator $validator): void
+    {
+        $validator->after(
+            static function (Validator $validator): void {
+                $data = $validator->getData() ?? [];
+                foreach ($data as $date => $rate) {
+                    try {
+                        $date = Carbon::createFromFormat('Y-m-d', $date);
+                    } catch (InvalidFormatException $e) {
+                        $validator->errors()->add('date', trans('validation.date', ['attribute' => 'date']));
+
+                        return;
+                    }
+                    if (!is_numeric($rate)) {
+                        $validator->errors()->add('rate', trans('validation.number', ['attribute' => 'rate']));
+
+                        return;
+                    }
+                }
+            }
+        );
+    }
+}

app/Api/V1/Requests/Models/CurrencyExchangeRate/StoreByDateRequest.php

@@ -0,0 +1,90 @@
+<?php
+
+/*
+ * StoreRequest.php
+ * Copyright (c) 2025 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V1\Requests\Models\CurrencyExchangeRate;
+
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Support\Request\ChecksLogin;
+use FireflyIII\Support\Request\ConvertsDataTypes;
+use Illuminate\Contracts\Validation\Validator;
+use Illuminate\Foundation\Http\FormRequest;
+
+class StoreByDateRequest extends FormRequest
+{
+    use ChecksLogin;
+    use ConvertsDataTypes;
+
+    public function getAll(): array
+    {
+        return [
+            'from'  => $this->get('from'),
+            'rates' => $this->get('rates', []),
+        ];
+    }
+
+    public function getFromCurrency(): TransactionCurrency
+    {
+        return TransactionCurrency::where('code', $this->get('from'))->first();
+    }
+
+    /**
+     * The rules that the incoming request must be matched against.
+     */
+    public function rules(): array
+    {
+        return [
+            'from'    => 'required|exists:transaction_currencies,code',
+            'rates'   => 'required|array',
+            'rates.*' => 'required|numeric|min:0.0000000001',
+        ];
+    }
+
+    public function withValidator(Validator $validator): void
+    {
+        $from = $this->getFromCurrency();
+
+        $validator->after(
+            static function (Validator $validator) use ($from): void {
+                $data  = $validator->getData();
+                $rates = $data['rates'] ?? [];
+                if (0 === count($rates)) {
+                    $validator->errors()->add('rates', 'No rates given.');
+
+                    return;
+                }
+                foreach ($rates as $key => $entry) {
+                    if ($key === $from->code) {
+                        $validator->errors()->add(sprintf('rates.%s', $key), trans('validation.convert_to_itself', ['code' => $key]));
+
+                        continue;
+                    }
+                    $to = TransactionCurrency::where('code', $key)->first();
+                    if (null === $to) {
+                        $validator->errors()->add(sprintf('rates.%s', $key), trans('validation.invalid_currency_code', ['code' => $key]));
+                    }
+                }
+            }
+        );
+    }
+}

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

@@ -52,6 +52,8 @@ class UpdateRequest extends FormRequest
         return [
             'date' => 'date|after:1970-01-02|before:2038-01-17',
             'rate' => 'required|numeric|gt:0',
+            'from' => 'nullable|exists:transaction_currencies,code',
+            'to'   => 'nullable|exists:transaction_currencies,code',
         ];
     }
 }

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();
-        $currency = app('amount')->getPrimaryCurrencyByUserGroup($userGroup);
+        $currency = Amount::getPrimaryCurrencyByUserGroup($userGroup);
 
         $this->recalculatePiggyBanks($userGroup, $currency);
         $this->recalculateBudgets($userGroup, $currency);

app/Console/Commands/System/ResetsErrorMailLimit.php

@@ -0,0 +1,60 @@
+<?php
+
+declare(strict_types=1);
+
+namespace FireflyIII\Console\Commands\System;
+
+use FireflyIII\Console\Commands\ShowsFriendlyMessages;
+use Illuminate\Console\Command;
+use Symfony\Component\Console\Command\Command as CommandAlias;
+
+class ResetsErrorMailLimit extends Command
+{
+    use ShowsFriendlyMessages;
+
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature   = 'firefly-iii:reset-error-mail-limit';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Resets the number of error mails sent.';
+
+    /**
+     * Execute the console command.
+     */
+    public function handle(): int
+    {
+        $file      = storage_path('framework/cache/error-count.json');
+        $directory = storage_path('framework/cache');
+        $limits    = [];
+
+        if (!is_writable($directory)) {
+            $this->friendlyError(sprintf('Cannot write to directory "%s", cannot rate limit errors.', $directory));
+
+            return CommandAlias::FAILURE;
+        }
+        if (!file_exists($file)) {
+            $this->friendlyInfo(sprintf('Created new limits file at "%s"', $file));
+            file_put_contents($file, json_encode($limits, JSON_PRETTY_PRINT));
+
+            return CommandAlias::SUCCESS;
+        }
+        if (!is_writable($file)) {
+            $this->friendlyError(sprintf('Cannot write to "%s", cannot rate limit errors.', $file));
+
+            return CommandAlias::FAILURE;
+        }
+
+        $this->friendlyInfo(sprintf('Successfully reset the error rate-limits file located at "%s"', $file));
+        file_put_contents($file, json_encode($limits, JSON_PRETTY_PRINT));
+
+        return CommandAlias::SUCCESS;
+    }
+}

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;
@@ -49,7 +50,8 @@ class Cron extends Command
         {--download-cer : Download exchange rates. Other tasks will be skipped unless also requested.}
         {--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-subscription-warnings : Send subscription 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
@@ -57,8 +59,9 @@ class Cron extends Command
         $doAll = !$this->option('download-cer')
                  && !$this->option('create-recurring')
                  && !$this->option('create-auto-budgets')
-                 && !$this->option('send-bill-warnings')
-                 && !$this->option('check-version');
+                 && !$this->option('send-subscription-warnings')
+                 && !$this->option('check-version')
+                 && !$this->option('send-webhook-messages');
         $date  = null;
 
         try {
@@ -113,9 +116,19 @@ class Cron extends Command
         }
 
         // Fire bill warning cron job
-        if ($doAll || $this->option('send-bill-warnings')) {
+        if ($doAll || $this->option('send-subscription-warnings')) {
             try {
-                $this->billWarningCronJob($force, $date);
+                $this->subscriptionWarningCronJob($force, $date);
+            } catch (FireflyException $e) {
+                app('log')->error($e->getMessage());
+                app('log')->error($e->getTraceAsString());
+                $this->friendlyError($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());
@@ -218,25 +231,47 @@ class Cron extends Command
     /**
      * @throws FireflyException
      */
-    private function billWarningCronJob(bool $force, ?Carbon $date): void
+    private function subscriptionWarningCronJob(bool $force, ?Carbon $date): void
     {
-        $autoBudget = new BillWarningCronjob();
-        $autoBudget->setForce($force);
+        $subscriptionWarningJob = new BillWarningCronjob();
+        $subscriptionWarningJob->setForce($force);
         // set date in cron job:
         if ($date instanceof Carbon) {
-            $autoBudget->setDate($date);
+            $subscriptionWarningJob->setDate($date);
         }
 
-        $autoBudget->fire();
+        $subscriptionWarningJob->fire();
 
-        if ($autoBudget->jobErrored) {
-            $this->friendlyError(sprintf('Error in "bill warnings" cron: %s', $autoBudget->message));
+        if ($subscriptionWarningJob->jobErrored) {
+            $this->friendlyError(sprintf('Error in "subscription warnings" cron: %s', $subscriptionWarningJob->message));
         }
-        if ($autoBudget->jobFired) {
-            $this->friendlyInfo(sprintf('"Send bill warnings" cron fired: %s', $autoBudget->message));
+        if ($subscriptionWarningJob->jobFired) {
+            $this->friendlyInfo(sprintf('"Send subscription warnings" cron fired: %s', $subscriptionWarningJob->message));
         }
-        if ($autoBudget->jobSucceeded) {
-            $this->friendlyPositive(sprintf('"Send bill warnings" cron ran with success: %s', $autoBudget->message));
+        if ($subscriptionWarningJob->jobSucceeded) {
+            $this->friendlyPositive(sprintf('"Send subscription warnings" cron ran with success: %s', $subscriptionWarningJob->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/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

@@ -35,6 +35,6 @@ class UserGroupChangedPrimaryCurrency extends Event
 
     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/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;
+        $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($e->getMessage());
-                app('log')->error($e->getTraceAsString());
+                Log::error($e->getMessage());
+                Log::error($e->getTraceAsString());
             }
+
+            return;
         }
-        if (false === $preference) {
-            app('log')->debug('User has disabled bill reminders.');
-        }
+        Log::debug('User has disabled bill reminders.');
     }
 }

app/Handlers/Events/PreferencesEventHandler.php

@@ -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')));
-        $balances         = Steam::finalAccountsBalance($accounts, $date);
+        Log::debug(sprintf('NetWorth: accountsBalancesOptimized("%s")', $date->format('Y-m-d H:i:s')));
+        $balances         = Steam::accountsBalancesOptimized($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')));
-        $balances = Steam::finalAccountsBalance($accounts, $date);
+        Log::debug(sprintf('SumNetWorth: accountsBalancesOptimized("%s")', $date->format('Y-m-d H:i:s')));
+        $balances = Steam::accountsBalancesOptimized($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 end: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
-        $startBalances = Steam::finalAccountsBalance($accounts, $start);
-        $endBalances   = Steam::finalAccountsBalance($accounts, $end);
+        Log::debug(sprintf('inactive start: accountsBalancesOptimized("%s")', $start->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('inactive end: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
+        $startBalances = Steam::accountsBalancesOptimized($accounts, $start, $this->primaryCurrency, $this->convertToPrimary);
+        $endBalances   = Steam::accountsBalancesOptimized($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 end: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
-        $startBalances = Steam::finalAccountsBalance($accounts, $start);
-        $endBalances   = Steam::finalAccountsBalance($accounts, $end);
+        Log::debug(sprintf('index start: accountsBalancesOptimized("%s")', $start->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('index end: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
+        $startBalances = Steam::accountsBalancesOptimized($accounts, $start, $this->primaryCurrency, $this->convertToPrimary);
+        $endBalances   = Steam::accountsBalancesOptimized($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');
-        Timer::start('period-overview');
+        // go back max 3 years.
+        $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);
@@ -147,7 +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/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;
@@ -112,7 +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'              => [],
             ],
         ];
@@ -120,7 +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'],
@@ -173,16 +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');
-                    $avg                                   = bcmul($avg, (string) count($bill['pay_dates']));
+                    $avg                                   = bcdiv(bcadd((string)$bill['amount_min'], (string)$bill['amount_max']), '2');
+                    $avg                                   = bcmul($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));
             }
@@ -193,7 +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));
@@ -206,8 +217,8 @@ class IndexController extends Controller
             'weekly'    => '52.17',
             'daily'     => '365.24',
         ];
-        $yearAmount = bcmul($avg, bcdiv($multiplies[$bill['repeat_freq']], (string) ($bill['skip'] + 1)));
-        app('log')->debug(sprintf('Amount per year is %s (%s * %s / %s)', $yearAmount, $avg, $multiplies[$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)));
 
         // per period:
         $division   = [
@@ -258,8 +269,8 @@ class IndexController extends Controller
                     'period'                  => $entry['period'],
                     'per_period'              => '0',
                 ];
-                $totals[$currencyId]['avg']        = bcadd($totals[$currencyId]['avg'], (string) $entry['avg']);
-                $totals[$currencyId]['per_period'] = bcadd($totals[$currencyId]['per_period'], (string) $entry['per_period']);
+                $totals[$currencyId]['avg']        = bcadd($totals[$currencyId]['avg'], (string)$entry['avg']);
+                $totals[$currencyId]['per_period'] = bcadd($totals[$currencyId]['per_period'], (string)$entry['per_period']);
             }
         }
 
@@ -271,8 +282,8 @@ class IndexController extends Controller
      */
     public function setOrder(Request $request, Bill $bill): JsonResponse
     {
-        $objectGroupTitle = (string) $request->get('objectGroupTitle');
-        $newOrder         = (int) $request->get('order');
+        $objectGroupTitle = (string)$request->get('objectGroupTitle');
+        $newOrder         = (int)$request->get('order');
         $this->repository->setOrder($bill, $newOrder);
         if ('' !== $objectGroupTitle) {
             $this->repository->setObjectGroup($bill, $objectGroupTitle);

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: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
-        $startBalances = Steam::finalAccountsBalance($accounts, $start);
-        $endBalances   = Steam::finalAccountsBalance($accounts, $end);
-
+        Log::debug(sprintf('expenseAccounts: accountsBalancesOptimized("%s")', $start->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('expenseAccounts: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
+        $startBalances = Steam::accountsBalancesOptimized($accounts, $start, $this->primaryCurrency, $this->convertToPrimary);
+        $endBalances   = Steam::accountsBalancesOptimized($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_symbol' => $journal['currency_symbol'],
-                    'currency_code'   => $journal['currency_code'],
+                    'total'                   => '0',
+                    'budget_id'               => $budgetId,
+                    'currency_name'           => $currencyName,
+                    'currency_symbol'         => $currencySymbol,
+                    '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)) {
-                $result[$key] = [
-                    'total'           => '0',
-                    'category_id'     => (int) $journal['category_id'],
-                    'currency_name'   => $journal['currency_name'],
-                    'currency_symbol' => $journal['currency_symbol'],
-                    'currency_code'   => $journal['currency_code'],
+
+                // 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'],
+                    'currency_name'           => $currencyName,
+                    'currency_code'           => $currencyCode,
+                    '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)) {
-                $result[$key] = [
-                    'total'           => '0',
-                    'category_id'     => $journal['category_id'],
-                    'currency_name'   => $journal['currency_name'],
-                    'currency_symbol' => $journal['currency_symbol'],
-                    'currency_code'   => $journal['currency_code'],
+
+                // 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'           => $currencyName,
+                    'currency_code'           => $currencyCode,
+                    '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: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
-        $startBalances = Steam::finalAccountsBalance($accounts, $start);
-        $endBalances   = Steam::finalAccountsBalance($accounts, $end);
+        Log::debug(sprintf('revAccounts: accountsBalancesOptimized("%s")', $start->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('revAccounts: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
+        $startBalances = Steam::accountsBalancesOptimized($accounts, $start, $this->primaryCurrency, $this->convertToPrimary);
+        $endBalances   = Steam::accountsBalancesOptimized($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/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/NewUserController.php

@@ -112,7 +112,7 @@ class NewUserController extends Controller
         $this->createCashWalletAccount($currency, $language);        // create cash wallet account
 
         // store currency preference:
-        $currencyRepository->makeDefault($currency);
+        $currencyRepository->makePrimary($currency);
 
         // store frontpage preferences:
         $accounts      = $this->repository->getAccountsByType([AccountTypeEnum::ASSET->value])->pluck('id')->toArray();

app/Http/Controllers/PreferencesController.php

@@ -23,6 +23,7 @@ declare(strict_types=1);
 
 namespace FireflyIII\Http\Controllers;
 
+use FireflyIII\Support\Singleton\PreferencesSingleton;
 use JsonException;
 use Carbon\Carbon;
 use FireflyIII\Enums\AccountTypeEnum;
@@ -269,7 +270,9 @@ 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);
+            $singleton = PreferencesSingleton::getInstance();
+            $singleton->resetPreferences();
             event(new UserGroupChangedPrimaryCurrency(auth()->user()->userGroup));
         }
         Preferences::set('convert_to_primary', $convertToPrimary);

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(
-            'subTitle',
-            trans(
-                'firefly.report_default',
-                [
-                    'start' => $start->isoFormat($this->monthAndDayFormat),
-                    'end'   => $end->isoFormat($this->monthAndDayFormat),
-                ]
-            )
-        );
+        app('view')->share('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(
-            'subTitle',
-            trans(
-                'firefly.report_double',
-                [
-                    'start' => $start->isoFormat($this->monthAndDayFormat),
-                    'end'   => $end->isoFormat($this->monthAndDayFormat),
-                ]
-            )
-        );
+        app('view')->share('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/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->transactionType->type));
-        $title           = 1 === $splits ? $first->description : $transactionGroup->title;
+        $type            = (string)trans(sprintf('firefly.%s', $first['transaction_type_type']));
+        $title           = 1 === $splits ? $first['description'] : $selectedGroup['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);
-        $accounts        = $this->getAccounts($groupArray);
+        $amounts         = $this->getAmounts($selectedGroup);
+        $accounts        = $this->getAccounts($selectedGroup);
 
-        foreach (array_keys($groupArray['transactions']) as $index) {
-            $groupArray['transactions'][$index]['tags'] = $this->repository->getTagObjects(
-                (int) $groupArray['transactions'][$index]['transaction_journal_id']
-            );
+        foreach (array_keys($selectedGroup['transactions']) as $index) {
+            $selectedGroup['transactions'][$index]['tags'] = $this->repository->getTagObjects((int)$selectedGroup['transactions'][$index]['transaction_journal_id']);
         }
-
         // get audit log entries:
         $groupLogEntries = $this->aleRepository->getForObject($transactionGroup);
         $logEntries      = [];
-        foreach ($transactionGroup->transactionJournals as $journal) {
-            $logEntries[$journal->id] = $this->aleRepository->getForObject($journal);
+        foreach ($selectedGroup['transactions'] as $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] = [
-                    'amount'         => '0',
-                    'symbol'         => $symbol,
-                    'decimal_places' => $transaction['currency_decimal_places'],
-                ];
-            }
-            $amounts[$symbol]['amount'] = bcadd($amounts[$symbol]['amount'], (string) $transaction['amount']);
-            if (null !== $transaction['foreign_amount'] && '' !== $transaction['foreign_amount']
-                && 0 !== bccomp(
-                    '0',
-                    (string) $transaction['foreign_amount']
-                )) {
+            $amounts[$symbol] ??= [
+                'amount'         => '0',
+                'symbol'         => $symbol,
+                'decimal_places' => $transaction['currency_decimal_places'],
+            ];
+            $amounts[$symbol]['amount'] = bcadd($amounts[$symbol]['amount'], (string)$transaction['amount']);
+
+            // add foreign amount:
+            if (null !== $transaction['foreign_amount'] && '' !== $transaction['foreign_amount'] && 0 !== bccomp('0', (string)$transaction['foreign_amount'])) {
                 // same for foreign currency:
                 $foreignSymbol                     = $transaction['foreign_currency_symbol'];
-                if (!array_key_exists($foreignSymbol, $amounts)) {
-                    $amounts[$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'         => '0',
+                    'symbol'         => $foreignSymbol,
+                    'decimal_places' => $transaction['foreign_currency_decimal_places'],
+                ];
+                $amounts[$foreignSymbol]['amount'] = bcadd($amounts[$foreignSymbol]['amount'], (string)$transaction['foreign_amount']);
             }
+            // add primary currency amount
+            if (null !== $transaction['pc_amount'] && $transaction['currency_id'] !== $this->primaryCurrency->id) {
+                // 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'],
-                'id'   => $transaction['source_id'],
-                'name' => $transaction['source_name'],
-                'iban' => $transaction['source_iban'],
+                'type' => $transaction['source_account_type'],
+                'id'   => $transaction['source_account_id'],
+                'name' => $transaction['source_account_name'],
+                'iban' => $transaction['source_account_iban'],
             ];
             $accounts['destination'][] = [
-                'type' => $transaction['destination_type'],
-                'id'   => $transaction['destination_id'],
-                'name' => $transaction['destination_name'],
-                'iban' => $transaction['destination_iban'],
+                'type' => $transaction['destination_account_type'],
+                'id'   => $transaction['destination_account_id'],
+                'name' => $transaction['destination_account_name'],
+                'iban' => $transaction['destination_account_iban'],
             ];
         }
 

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')));
     }
 
     /**
@@ -71,36 +76,42 @@ 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')));
-        $bills = Bill::all();
+        Log::debug(sprintf('Now at start of WarnAboutBills() job for %s.', $this->date->format('D d M Y')));
+        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, $bill->name));
-            if ($this->hasDateFields($bill)) {
-                if ($this->needsWarning($bill, 'end_date')) {
-                    $this->sendWarning($bill, 'end_date');
+            /** @var Bill $bill */
+            foreach ($bills as $bill) {
+                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->needsWarning($bill, 'extension_date')) {
-                    $this->sendWarning($bill, 'extension_date');
+                if ($this->hasDateFields($bill)) {
+                    if ($this->needsWarning($bill, 'end_date')) {
+                        $this->sendWarning($bill, 'end_date');
+                    }
+                    if ($this->needsWarning($bill, 'extension_date')) {
+                        $this->sendWarning($bill, 'extension_date');
+                    }
                 }
             }
+            $this->sendOverdueAlerts($user, $overdue);
         }
-        app('log')->debug('Done with handle()');
+        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;
@@ -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;
@@ -114,150 +115,153 @@ class EventServiceProvider extends ServiceProvider
     protected $listen
         = [
             // is a User related event.
-            RegisteredUser::class                  => [
+            RegisteredUser::class                    => [
                 'FireflyIII\Handlers\Events\UserEventHandler@sendRegistrationMail',
                 'FireflyIII\Handlers\Events\UserEventHandler@sendAdminRegistrationNotification',
                 'FireflyIII\Handlers\Events\UserEventHandler@attachUserRole',
                 'FireflyIII\Handlers\Events\UserEventHandler@createGroupMembership',
                 'FireflyIII\Handlers\Events\UserEventHandler@createExchangeRates',
             ],
-            UserAttemptedLogin::class              => [
+            UserAttemptedLogin::class                => [
                 'FireflyIII\Handlers\Events\UserEventHandler@sendLoginAttemptNotification',
             ],
             // is a User related event.
-            Login::class                           => [
+            Login::class                             => [
                 'FireflyIII\Handlers\Events\UserEventHandler@checkSingleUserIsAdmin',
                 'FireflyIII\Handlers\Events\UserEventHandler@demoUserBackToEnglish',
             ],
-            ActuallyLoggedIn::class                => [
+            ActuallyLoggedIn::class                  => [
                 'FireflyIII\Handlers\Events\UserEventHandler@storeUserIPAddress',
             ],
-            DetectedNewIPAddress::class            => [
+            DetectedNewIPAddress::class              => [
                 'FireflyIII\Handlers\Events\UserEventHandler@notifyNewIPAddress',
             ],
-            RequestedVersionCheckStatus::class     => [
+            RequestedVersionCheckStatus::class       => [
                 'FireflyIII\Handlers\Events\VersionCheckEventHandler@checkForUpdates',
             ],
-            RequestedReportOnJournals::class       => [
+            RequestedReportOnJournals::class         => [
                 'FireflyIII\Handlers\Events\AutomationHandler@reportJournals',
             ],
 
             // is a User related event.
-            RequestedNewPassword::class            => [
+            RequestedNewPassword::class              => [
                 'FireflyIII\Handlers\Events\UserEventHandler@sendNewPassword',
             ],
-            UserTestNotificationChannel::class     => [
+            UserTestNotificationChannel::class       => [
                 'FireflyIII\Handlers\Events\UserEventHandler@sendTestNotification',
             ],
             // is a User related event.
-            UserChangedEmail::class                => [
+            UserChangedEmail::class                  => [
                 'FireflyIII\Handlers\Events\UserEventHandler@sendEmailChangeConfirmMail',
                 'FireflyIII\Handlers\Events\UserEventHandler@sendEmailChangeUndoMail',
             ],
             // admin related
-            OwnerTestNotificationChannel::class    => [
+            OwnerTestNotificationChannel::class      => [
                 'FireflyIII\Handlers\Events\AdminEventHandler@sendTestNotification',
             ],
-            NewVersionAvailable::class             => [
+            NewVersionAvailable::class               => [
                 'FireflyIII\Handlers\Events\AdminEventHandler@sendNewVersion',
             ],
-            InvitationCreated::class               => [
+            InvitationCreated::class                 => [
                 'FireflyIII\Handlers\Events\AdminEventHandler@sendInvitationNotification',
                 'FireflyIII\Handlers\Events\UserEventHandler@sendRegistrationInvite',
             ],
-            UnknownUserAttemptedLogin::class       => [
+            UnknownUserAttemptedLogin::class         => [
                 'FireflyIII\Handlers\Events\AdminEventHandler@sendLoginAttemptNotification',
             ],
 
             // is a Transaction Journal related event.
-            StoredTransactionGroup::class          => [
+            StoredTransactionGroup::class            => [
                 'FireflyIII\Handlers\Events\StoredGroupEventHandler@runAllHandlers',
             ],
             // is a Transaction Journal related event.
-            UpdatedTransactionGroup::class         => [
+            UpdatedTransactionGroup::class           => [
                 'FireflyIII\Handlers\Events\UpdatedGroupEventHandler@runAllHandlers',
             ],
-            DestroyedTransactionGroup::class       => [
+            DestroyedTransactionGroup::class         => [
                 'FireflyIII\Handlers\Events\DestroyedGroupEventHandler@runAllHandlers',
             ],
             // API related events:
-            AccessTokenCreated::class              => [
+            AccessTokenCreated::class                => [
                 'FireflyIII\Handlers\Events\APIEventHandler@accessTokenCreated',
             ],
 
             // Webhook related event:
-            RequestedSendWebhookMessages::class    => [
+            RequestedSendWebhookMessages::class      => [
                 'FireflyIII\Handlers\Events\WebhookEventHandler@sendWebhookMessages',
             ],
 
             // account related events:
-            StoredAccount::class                   => [
+            StoredAccount::class                     => [
                 'FireflyIII\Handlers\Events\StoredAccountEventHandler@recalculateCredit',
             ],
-            UpdatedAccount::class                  => [
+            UpdatedAccount::class                    => [
                 'FireflyIII\Handlers\Events\UpdatedAccountEventHandler@recalculateCredit',
             ],
 
             // bill related events:
-            WarnUserAboutBill::class               => [
+            WarnUserAboutBill::class                 => [
                 'FireflyIII\Handlers\Events\BillEventHandler@warnAboutBill',
             ],
+            WarnUserAboutOverdueSubscriptions::class => [
+                'FireflyIII\Handlers\Events\BillEventHandler@warnAboutOverdueSubscriptions',
+            ],
 
             // audit log events:
-            TriggeredAuditLog::class               => [
+            TriggeredAuditLog::class                 => [
                 'FireflyIII\Handlers\Events\AuditEventHandler@storeAuditEvent',
             ],
             // piggy bank related events:
-            ChangedAmount::class                   => [
+            ChangedAmount::class                     => [
                 'FireflyIII\Handlers\Events\Model\PiggyBankEventHandler@changePiggyAmount',
             ],
-            ChangedName::class                     => [
+            ChangedName::class                       => [
                 'FireflyIII\Handlers\Events\Model\PiggyBankEventHandler@changedPiggyBankName',
             ],
 
             // budget related events: CRUD budget limit
-            Created::class                         => [
+            Created::class                           => [
                 'FireflyIII\Handlers\Events\Model\BudgetLimitHandler@created',
             ],
-            Updated::class                         => [
+            Updated::class                           => [
                 'FireflyIII\Handlers\Events\Model\BudgetLimitHandler@updated',
             ],
-            Deleted::class                         => [
+            Deleted::class                           => [
                 'FireflyIII\Handlers\Events\Model\BudgetLimitHandler@deleted',
             ],
 
             // rule actions
-            RuleActionFailedOnArray::class         => [
+            RuleActionFailedOnArray::class           => [
                 'FireflyIII\Handlers\Events\Model\RuleHandler@ruleActionFailedOnArray',
             ],
-            RuleActionFailedOnObject::class        => [
+            RuleActionFailedOnObject::class          => [
                 'FireflyIII\Handlers\Events\Model\RuleHandler@ruleActionFailedOnObject',
             ],
 
             // security related
-            EnabledMFA::class                      => [
+            EnabledMFA::class                        => [
                 'FireflyIII\Handlers\Events\Security\MFAHandler@sendMFAEnabledMail',
             ],
-            DisabledMFA::class                     => [
+            DisabledMFA::class                       => [
                 'FireflyIII\Handlers\Events\Security\MFAHandler@sendMFADisabledMail',
             ],
-            MFANewBackupCodes::class               => [
+            MFANewBackupCodes::class                 => [
                 'FireflyIII\Handlers\Events\Security\MFAHandler@sendNewMFABackupCodesMail',
             ],
-            MFAUsedBackupCode::class               => [
+            MFAUsedBackupCode::class                 => [
                 'FireflyIII\Handlers\Events\Security\MFAHandler@sendUsedBackupCodeMail',
             ],
-            MFABackupFewLeft::class                => [
+            MFABackupFewLeft::class                  => [
                 'FireflyIII\Handlers\Events\Security\MFAHandler@sendBackupFewLeftMail',
             ],
-            MFABackupNoLeft::class                 => [
+            MFABackupNoLeft::class                   => [
                 'FireflyIII\Handlers\Events\Security\MFAHandler@sendBackupNoLeftMail',
             ],
-            MFAManyFailedAttempts::class           => [
+            MFAManyFailedAttempts::class             => [
                 'FireflyIII\Handlers\Events\Security\MFAHandler@sendMFAFailedAttemptsMail',
             ],
             // preferences
-            UserGroupChangedPrimaryCurrency::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: finalAccountsBalance("%s")', $end->format('Y-m-d H:i:s')));
-        $startSet        = Steam::finalAccountsBalance($accounts, $yesterday);
-        $endSet          = Steam::finalAccountsBalance($accounts, $end);
+        Log::debug(sprintf('getAccountReport: accountsBalancesOptimized("%s")', $yesterday->format('Y-m-d H:i:s')));
+        Log::debug(sprintf('getAccountReport: accountsBalancesOptimized("%s")', $end->format('Y-m-d H:i:s')));
+        $startSet        = Steam::accountsBalancesOptimized($accounts, $yesterday);
+        $endSet          = Steam::accountsBalancesOptimized($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/Currency/CurrencyRepository.php

@@ -417,7 +417,7 @@ class CurrencyRepository implements CurrencyRepositoryInterface, UserGroupInterf
 
         // currency must be made default.
         if (true === $default) {
-            $this->makeDefault($currency);
+            $this->makePrimary($currency);
         }
 
         /** @var CurrencyUpdateService $service */
@@ -426,7 +426,7 @@ class CurrencyRepository implements CurrencyRepositoryInterface, UserGroupInterf
         return $service->update($currency, $data);
     }
 
-    public function makeDefault(TransactionCurrency $currency): void
+    public function makePrimary(TransactionCurrency $currency): void
     {
         $current = app('amount')->getPrimaryCurrencyByUserGroup($this->userGroup);
         Log::debug(sprintf('Enabled + made default currency %s for user #%d', $currency->code, $this->userGroup->id));

app/Repositories/Currency/CurrencyRepositoryInterface.php

@@ -102,7 +102,7 @@ interface CurrencyRepositoryInterface
 
     public function isFallbackCurrency(TransactionCurrency $currency): bool;
 
-    public function makeDefault(TransactionCurrency $currency): void;
+    public function makePrimary(TransactionCurrency $currency): void;
 
     public function searchCurrency(string $search, int $limit): Collection;
 

app/Repositories/ExchangeRate/ExchangeRateRepository.php

@@ -112,4 +112,13 @@ class ExchangeRateRepository implements ExchangeRateRepositoryInterface, UserGro
 
         return $object;
     }
+
+    public function deleteRates(TransactionCurrency $from, TransactionCurrency $to): void
+    {
+        $this->userGroup->currencyExchangeRates()
+            ->where('from_currency_id', $from->id)
+            ->where('to_currency_id', $to->id)
+            ->delete()
+        ;
+    }
 }

app/Repositories/ExchangeRate/ExchangeRateRepositoryInterface.php

@@ -47,6 +47,8 @@ interface ExchangeRateRepositoryInterface
 {
     public function deleteRate(CurrencyExchangeRate $rate): void;
 
+    public function deleteRates(TransactionCurrency $from, TransactionCurrency $to): void;
+
     public function getAll(): Collection;
 
     public function getRates(TransactionCurrency $from, TransactionCurrency $to): Collection;

app/Repositories/UserGroup/UserGroupRepository.php

@@ -209,7 +209,7 @@ class UserGroupRepository implements UserGroupRepositoryInterface, UserGroupInte
             $currency = $repository->find((int) $data['primary_currency_id']);
         }
         if (null !== $currency) {
-            $repository->makeDefault($currency);
+            $repository->makePrimary($currency);
         }
 
 

app/Repositories/UserGroups/Currency/CurrencyRepository.php

@@ -365,7 +365,7 @@ class CurrencyRepository implements CurrencyRepositoryInterface
 
         // currency must be made default.
         if (true === $default) {
-            $this->makeDefault($currency);
+            $this->makePrimary($currency);
         }
 
         /** @var CurrencyUpdateService $service */
@@ -374,7 +374,7 @@ class CurrencyRepository implements CurrencyRepositoryInterface
         return $service->update($currency, $data);
     }
 
-    public function makeDefault(TransactionCurrency $currency): void
+    public function makePrimary(TransactionCurrency $currency): void
     {
         $current = app('amount')->getPrimaryCurrencyByUserGroup($this->userGroup);
         Log::debug(sprintf('Enabled + made default currency %s for user #%d', $currency->code, $this->userGroup->id));

app/Repositories/UserGroups/Currency/CurrencyRepositoryInterface.php

@@ -89,7 +89,7 @@ interface CurrencyRepositoryInterface
 
     public function isFallbackCurrency(TransactionCurrency $currency): bool;
 
-    public function makeDefault(TransactionCurrency $currency): void;
+    public function makePrimary(TransactionCurrency $currency): void;
 
     public function searchCurrency(string $search, int $limit): Collection;
 

app/Services/Webhook/StandardWebhookSender.php

@@ -32,6 +32,7 @@ use GuzzleHttp\Client;
 use GuzzleHttp\Exception\ConnectException;
 use GuzzleHttp\Exception\GuzzleException;
 use GuzzleHttp\Exception\RequestException;
+use Illuminate\Support\Facades\Log;
 use JsonException;
 
 use function Safe\json_encode;
@@ -65,9 +66,9 @@ class StandardWebhookSender implements WebhookSenderInterface
         try {
             $signature = $signatureGenerator->generate($this->message);
         } catch (FireflyException $e) {
-            app('log')->error('Did not send message because of a Firefly III Exception.');
-            app('log')->error($e->getMessage());
-            app('log')->error($e->getTraceAsString());
+            Log::error('Did not send message because of a Firefly III Exception.');
+            Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
             $attempt                = new WebhookAttempt();
             $attempt->webhookMessage()->associate($this->message);
             $attempt->status_code   = 0;
@@ -80,14 +81,14 @@ class StandardWebhookSender implements WebhookSenderInterface
             return;
         }
 
-        app('log')->debug(sprintf('Trying to send webhook message #%d', $this->message->id));
+        Log::debug(sprintf('Trying to send webhook message #%d', $this->message->id));
 
         try {
             $json = json_encode($this->message->message, JSON_THROW_ON_ERROR);
         } catch (JsonException $e) {
-            app('log')->error('Did not send message because of a JSON error.');
-            app('log')->error($e->getMessage());
-            app('log')->error($e->getTraceAsString());
+            Log::error('Did not send message because of a JSON error.');
+            Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
             $attempt                = new WebhookAttempt();
             $attempt->webhookMessage()->associate($this->message);
             $attempt->status_code   = 0;
@@ -115,9 +116,9 @@ class StandardWebhookSender implements WebhookSenderInterface
         try {
             $res = $client->request('POST', $this->message->webhook->url, $options);
         } catch (ConnectException|RequestException $e) {
-            app('log')->error('The webhook could NOT be submitted but Firefly III caught the error below.');
-            app('log')->error($e->getMessage());
-            app('log')->error($e->getTraceAsString());
+            Log::error('The webhook could NOT be submitted but Firefly III caught the error below.');
+            Log::error($e->getMessage());
+            Log::error($e->getTraceAsString());
 
             $logs                   = sprintf("%s\n%s", $e->getMessage(), $e->getTraceAsString());
 
@@ -130,9 +131,9 @@ class StandardWebhookSender implements WebhookSenderInterface
             $attempt->status_code   = 0;
             if (method_exists($e, 'hasResponse') && method_exists($e, 'getResponse')) {
                 $attempt->status_code = $e->hasResponse() ? $e->getResponse()->getStatusCode() : 0;
-                app('log')->error(sprintf('The status code of the error response is: %d', $attempt->status_code));
+                Log::error(sprintf('The status code of the error response is: %d', $attempt->status_code));
                 $body                 = (string) ($e->hasResponse() ? $e->getResponse()->getBody() : '');
-                app('log')->error(sprintf('The body of the error response is: %s', $body));
+                Log::error(sprintf('The body of the error response is: %s', $body));
             }
             $attempt->logs          = $logs;
             $attempt->save();
@@ -142,9 +143,9 @@ class StandardWebhookSender implements WebhookSenderInterface
         $this->message->sent = true;
         $this->message->save();
 
-        app('log')->debug(sprintf('Webhook message #%d was sent. Status code %d', $this->message->id, $res->getStatusCode()));
-        app('log')->debug(sprintf('Webhook request body size: %d bytes', strlen($json)));
-        app('log')->debug(sprintf('Response body: %s', $res->getBody()));
+        Log::debug(sprintf('Webhook message #%d was sent. Status code %d', $this->message->id, $res->getStatusCode()));
+        Log::debug(sprintf('Webhook request body size: %d bytes', strlen($json)));
+        Log::debug(sprintf('Response body: %s', $res->getBody()));
     }
 
     public function setMessage(WebhookMessage $message): void

app/Support/Amount.php

@@ -29,9 +29,9 @@ use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Models\TransactionJournal;
 use FireflyIII\Models\UserGroup;
 use FireflyIII\Support\Facades\Preferences;
+use FireflyIII\Support\Singleton\PreferencesSingleton;
 use FireflyIII\User;
 use Illuminate\Support\Collection;
-use Illuminate\Support\Facades\Log;
 use NumberFormatter;
 
 /**
@@ -116,11 +116,28 @@ class Amount
 
     public function convertToPrimary(?User $user = null): bool
     {
+        $instance = PreferencesSingleton::getInstance();
         if (!$user instanceof User) {
-            return true === Preferences::get('convert_to_primary', false)->data && true === config('cer.enabled');
+            $pref = $instance->getPreference('convert_to_primary_no_user');
+            if (null === $pref) {
+                $res = true === Preferences::get('convert_to_primary', false)->data && true === config('cer.enabled');
+                $instance->setPreference('convert_to_primary_no_user', $res);
+
+                return $res;
+            }
+
+            return $pref;
+        }
+        $key      = sprintf('convert_to_primary_%d', $user->id);
+        $pref     = $instance->getPreference($key);
+        if (null === $pref) {
+            $res = true === Preferences::getForUser($user, 'convert_to_primary', false)->data && true === config('cer.enabled');
+            $instance->setPreference($key, $res);
+
+            return $res;
         }
 
-        return true === Preferences::getForUser($user, 'convert_to_primary', false)->data && true === config('cer.enabled');
+        return $pref;
     }
 
     public function getPrimaryCurrency(): TransactionCurrency

app/Support/Chart/ChartData.php

@@ -26,6 +26,9 @@ namespace FireflyIII\Support\Chart;
 
 use FireflyIII\Exceptions\FireflyException;
 
+/**
+ * @deprecated
+ */
 class ChartData
 {
     private array $series;

app/Support/Cronjobs/AutoBudgetCronjob.php

@@ -28,6 +28,7 @@ use Carbon\Carbon;
 use FireflyIII\Jobs\CreateAutoBudgetLimits;
 use FireflyIII\Models\Configuration;
 use FireflyIII\Support\Facades\FireflyConfig;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class AutoBudgetCronjob
@@ -42,22 +43,22 @@ class AutoBudgetCronjob extends AbstractCronjob
         $diff          = Carbon::now()->getTimestamp() - $lastTime;
         $diffForHumans = today(config('app.timezone'))->diffForHumans(Carbon::createFromTimestamp($lastTime), null, true);
         if (0 === $lastTime) {
-            app('log')->info('Auto budget cron-job has never fired before.');
+            Log::info('Auto budget cron-job has never fired before.');
         }
         // less than half a day ago:
         if ($lastTime > 0 && $diff <= 43200) {
-            app('log')->info(sprintf('It has been %s since the auto budget cron-job has fired.', $diffForHumans));
+            Log::info(sprintf('It has been %s since the auto budget cron-job has fired.', $diffForHumans));
             if (false === $this->force) {
-                app('log')->info('The auto budget cron-job will not fire now.');
+                Log::info('The auto budget cron-job will not fire now.');
                 $this->message = sprintf('It has been %s since the auto budget cron-job has fired. It will not fire now.', $diffForHumans);
 
                 return;
             }
-            app('log')->info('Execution of the auto budget cron-job has been FORCED.');
+            Log::info('Execution of the auto budget cron-job has been FORCED.');
         }
 
         if ($lastTime > 0 && $diff > 43200) {
-            app('log')->info(sprintf('It has been %s since the auto budget cron-job has fired. It will fire now!', $diffForHumans));
+            Log::info(sprintf('It has been %s since the auto budget cron-job has fired. It will fire now!', $diffForHumans));
         }
 
         $this->fireAutoBudget();
@@ -66,7 +67,7 @@ class AutoBudgetCronjob extends AbstractCronjob
 
     private function fireAutoBudget(): void
     {
-        app('log')->info(sprintf('Will now fire auto budget cron job task for date "%s".', $this->date->format('Y-m-d')));
+        Log::info(sprintf('Will now fire auto budget cron job task for date "%s".', $this->date->format('Y-m-d')));
 
         /** @var CreateAutoBudgetLimits $job */
         $job                = app(CreateAutoBudgetLimits::class, [$this->date]);
@@ -80,6 +81,6 @@ class AutoBudgetCronjob extends AbstractCronjob
         $this->message      = 'Auto-budget cron job fired successfully.';
 
         FireflyConfig::set('last_ab_job', (int) $this->date->format('U'));
-        app('log')->info('Done with auto budget cron job task.');
+        Log::info('Done with auto budget cron job task.');
     }
 }

app/Support/Cronjobs/BillWarningCronjob.php

@@ -28,6 +28,8 @@ use Carbon\Carbon;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Jobs\WarnAboutBills;
 use FireflyIII\Models\Configuration;
+use FireflyIII\Support\Facades\FireflyConfig;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class BillWarningCronjob
@@ -39,22 +41,22 @@ class BillWarningCronjob extends AbstractCronjob
      */
     public function fire(): void
     {
-        app('log')->debug(sprintf('Now in %s', __METHOD__));
+        Log::debug(sprintf('Now in %s', __METHOD__));
 
         /** @var Configuration $config */
-        $config        = app('fireflyconfig')->get('last_bw_job', 0);
+        $config        = FireflyConfig::get('last_bw_job', 0);
         $lastTime      = (int) $config->data;
         $diff          = Carbon::now()->getTimestamp() - $lastTime;
         $diffForHumans = today(config('app.timezone'))->diffForHumans(Carbon::createFromTimestamp($lastTime), null, true);
 
         if (0 === $lastTime) {
-            app('log')->info('The bill notification cron-job has never fired before.');
+            Log::info('The bill notification cron-job has never fired before.');
         }
         // less than half a day ago:
         if ($lastTime > 0 && $diff <= 43200) {
-            app('log')->info(sprintf('It has been %s since the bill notification cron-job has fired.', $diffForHumans));
+            Log::info(sprintf('It has been %s since the bill notification cron-job has fired.', $diffForHumans));
             if (false === $this->force) {
-                app('log')->info('The cron-job will not fire now.');
+                Log::info('The cron-job will not fire now.');
                 $this->message      = sprintf('It has been %s since the bill notification cron-job has fired. It will not fire now.', $diffForHumans);
                 $this->jobFired     = false;
                 $this->jobErrored   = false;
@@ -63,11 +65,11 @@ class BillWarningCronjob extends AbstractCronjob
                 return;
             }
 
-            app('log')->info('Execution of the bill notification cron-job has been FORCED.');
+            Log::info('Execution of the bill notification cron-job has been FORCED.');
         }
 
         if ($lastTime > 0 && $diff > 43200) {
-            app('log')->info(sprintf('It has been %s since the bill notification cron-job has fired. It will fire now!', $diffForHumans));
+            Log::info(sprintf('It has been %s since the bill notification cron-job has fired. It will fire now!', $diffForHumans));
         }
 
         $this->fireWarnings();
@@ -77,7 +79,7 @@ class BillWarningCronjob extends AbstractCronjob
 
     private function fireWarnings(): void
     {
-        app('log')->info(sprintf('Will now fire bill notification job task for date "%s".', $this->date->format('Y-m-d H:i:s')));
+        Log::info(sprintf('Will now fire bill notification job task for date "%s".', $this->date->format('Y-m-d H:i:s')));
 
         /** @var WarnAboutBills $job */
         $job                = app(WarnAboutBills::class);
@@ -91,8 +93,8 @@ class BillWarningCronjob extends AbstractCronjob
         $this->jobSucceeded = true;
         $this->message      = 'Bill notification cron job fired successfully.';
 
-        app('fireflyconfig')->set('last_bw_job', (int) $this->date->format('U'));
-        app('log')->info(sprintf('Marked the last time this job has run as "%s" (%d)', $this->date->format('Y-m-d H:i:s'), (int) $this->date->format('U')));
-        app('log')->info('Done with bill notification cron job task.');
+        FireflyConfig::set('last_bw_job', (int) $this->date->format('U'));
+        Log::info(sprintf('Marked the last time this job has run as "%s" (%d)', $this->date->format('Y-m-d H:i:s'), (int) $this->date->format('U')));
+        Log::info('Done with bill notification cron job task.');
     }
 }