Merge pull request #11044 from firefly-iii/release-1760115302

🤖 Automatically merge the PR into the develop branch.

.ci/.env.ci

@@ -301,7 +301,6 @@ PUSHER_ID=
 DEMO_USERNAME=
 DEMO_PASSWORD=
 USE_ENCRYPTION=false
-IS_HEROKU=false
 FIREFLY_III_LAYOUT=v1
 
 #

.ci/all.sh

@@ -0,0 +1,30 @@
+#!/usr/bin/env bash
+
+#
+# all.sh
+# Copyright (c) 2024 james@firefly-iii.org
+#
+# This file is part of Firefly III (https://github.com/firefly-iii).
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+
+SCRIPT_DIR="$( cd -- "$( dirname -- "${BASH_SOURCE[0]}" )" &> /dev/null && pwd )"
+
+echo "Running PHP CS Fixer"
+$SCRIPT_DIR/phpcs.sh
+echo "Running PHPStan"
+$SCRIPT_DIR/phpstan.sh
+echo "Running PHPMD"
+$SCRIPT_DIR/phpmd.sh

.ci/firefly-iii-standard.yml

@@ -1,250 +1,250 @@
 parameters:
-    indentation: spaces
+  indentation: spaces
 
-    file_extensions:
-        - php
+  file_extensions:
+    - php
 
-    exclude_files:
-        - fixtures/*
-        - fixtures*/*
-        - temp/*
-        - tmp/*
+  exclude_files:
+    - fixtures/*
+    - fixtures*/*
+    - temp/*
+    - tmp/*
 
 services:
-    # Checkers bellow aim on 1:1 copy of https://nette.org/en/coding-standard
+  # Checkers bellow aim on 1:1 copy of https://nette.org/en/coding-standard
 
-    # General rules - https://nette.org/en/coding-standard#toc-general-rules
+  # General rules - https://nette.org/en/coding-standard#toc-general-rules
 
-    # use tabs over spaces
-    # PHP_CodeSniffer\Standards\Generic\Sniffs\WhiteSpace\DisallowSpaceIndentSniff: ~
-    # PHP code must use only UTF-8 without BOM
-    PhpCsFixer\Fixer\Basic\EncodingFixer: ~
-    # <?php opening tag
-    PhpCsFixer\Fixer\PhpTag\FullOpeningTagFixer: ~
-    # Ensure there is no code on the same line as the PHP open tag.
-    PhpCsFixer\Fixer\PhpTag\LinebreakAfterOpeningTagFixer: ~
-    # The closing ?> tag must be omitted from files containing only PHP.
-    PhpCsFixer\Fixer\PhpTag\NoClosingTagFixer: ~
-    # There must not be trailing whitespace at the end of lines.
-    PhpCsFixer\Fixer\Whitespace\NoTrailingWhitespaceFixer: ~
-    # ...and at the end of blank lines.
-    PhpCsFixer\Fixer\Whitespace\NoWhitespaceInBlankLineFixer: ~
-    # All files must end with a single blank line.
-    PhpCsFixer\Fixer\Whitespace\SingleBlankLineAtEofFixer: ~
-    # File name should match class name if possible.
-    PhpCsFixer\Fixer\Basic\Psr4Fixer: ~
-    # Enforces using shorthand scalar typehint variants in phpDocs: `int` instead of `integer` and `bool` instead of `boolean`
-    SlevomatCodingStandard\Sniffs\TypeHints\LongTypeHintsSniff: ~
+  # use tabs over spaces
+  # PHP_CodeSniffer\Standards\Generic\Sniffs\WhiteSpace\DisallowSpaceIndentSniff: ~
+  # PHP code must use only UTF-8 without BOM
+  PhpCsFixer\Fixer\Basic\EncodingFixer: ~
+  # <?php opening tag
+  PhpCsFixer\Fixer\PhpTag\FullOpeningTagFixer: ~
+  # Ensure there is no code on the same line as the PHP open tag.
+  PhpCsFixer\Fixer\PhpTag\LinebreakAfterOpeningTagFixer: ~
+  # The closing ?> tag must be omitted from files containing only PHP.
+  PhpCsFixer\Fixer\PhpTag\NoClosingTagFixer: ~
+  # There must not be trailing whitespace at the end of lines.
+  PhpCsFixer\Fixer\Whitespace\NoTrailingWhitespaceFixer: ~
+  # ...and at the end of blank lines.
+  PhpCsFixer\Fixer\Whitespace\NoWhitespaceInBlankLineFixer: ~
+  # All files must end with a single blank line.
+  PhpCsFixer\Fixer\Whitespace\SingleBlankLineAtEofFixer: ~
+  # File name should match class name if possible.
+  PhpCsFixer\Fixer\Basic\Psr4Fixer: ~
+  # Enforces using shorthand scalar typehint variants in phpDocs: `int` instead of `integer` and `bool` instead of `boolean`
+  SlevomatCodingStandard\Sniffs\TypeHints\LongTypeHintsSniff: ~
 
-    # File Header - https://nette.org/en/coding-standard#toc-file-header
+  # File Header - https://nette.org/en/coding-standard#toc-file-header
 
-    # empty line before namespace
-    PhpCsFixer\Fixer\NamespaceNotation\SingleBlankLineBeforeNamespaceFixer: ~
-    # 1 Use statement per line
-    PhpCsFixer\Fixer\Import\SingleImportPerStatementFixer: ~
-    # Use statements are alphabetically ordered
-    PhpCsFixer\Fixer\Import\OrderedImportsFixer: ~
-    # disallow group use declarations use FooLibrary\Bar\Baz\{ ClassA, ClassB, ClassC, ClassD as Fizbo }
-    SlevomatCodingStandard\Sniffs\Namespaces\DisallowGroupUseSniff: ~
-    # Disallows leading backslash in use statement: use \Foo\Bar;
-    SlevomatCodingStandard\Sniffs\Namespaces\UseDoesNotStartWithBackslashSniff: ~
-    # Looks for unused imports from other namespaces.
-    Nette\CodingStandard\Sniffs\Namespaces\UnusedUsesSniff:
-        searchAnnotations: yes
-        ignoredAnnotationNames: ['@testCase']
-        ignoredAnnotations: ['@internal']
+  # empty line before namespace
+  PhpCsFixer\Fixer\NamespaceNotation\SingleBlankLineBeforeNamespaceFixer: ~
+  # 1 Use statement per line
+  PhpCsFixer\Fixer\Import\SingleImportPerStatementFixer: ~
+  # Use statements are alphabetically ordered
+  PhpCsFixer\Fixer\Import\OrderedImportsFixer: ~
+  # disallow group use declarations use FooLibrary\Bar\Baz\{ ClassA, ClassB, ClassC, ClassD as Fizbo }
+  SlevomatCodingStandard\Sniffs\Namespaces\DisallowGroupUseSniff: ~
+  # Disallows leading backslash in use statement: use \Foo\Bar;
+  SlevomatCodingStandard\Sniffs\Namespaces\UseDoesNotStartWithBackslashSniff: ~
+  # Looks for unused imports from other namespaces.
+  Nette\CodingStandard\Sniffs\Namespaces\UnusedUsesSniff:
+    searchAnnotations: yes
+    ignoredAnnotationNames: [ '@testCase' ]
+    ignoredAnnotations: [ '@internal' ]
 
-    # Language Construct (should be placed before some other fixers)
+  # Language Construct (should be placed before some other fixers)
 
-    # Functions should be used with `$strict` param set to `true`
-    PhpCsFixer\Fixer\Strict\StrictParamFixer: ~
-    # replaces is_null(parameter) expression with `null === parameter`.
-    PhpCsFixer\Fixer\LanguageConstruct\IsNullFixer:
-        use_yoda_style: true
-    # Calling `unset` on multiple items should be done in one call.
-    PhpCsFixer\Fixer\LanguageConstruct\CombineConsecutiveUnsetsFixer: ~
-    # Replace all `<>` with `!=`.
-    PhpCsFixer\Fixer\Operator\StandardizeNotEqualsFixer: ~
-    # Include/Require and file path should be divided with a single space. File path should not be placed under brackets.
-    PhpCsFixer\Fixer\ControlStructure\IncludeFixer: ~
-    # Requires short ternary operator ?: when possible
-    SlevomatCodingStandard\Sniffs\ControlStructures\RequireShortTernaryOperatorSniff: ~
+  # Functions should be used with `$strict` param set to `true`
+  PhpCsFixer\Fixer\Strict\StrictParamFixer: ~
+  # replaces is_null(parameter) expression with `null === parameter`.
+  PhpCsFixer\Fixer\LanguageConstruct\IsNullFixer:
+    use_yoda_style: true
+  # Calling `unset` on multiple items should be done in one call.
+  PhpCsFixer\Fixer\LanguageConstruct\CombineConsecutiveUnsetsFixer: ~
+  # Replace all `<>` with `!=`.
+  PhpCsFixer\Fixer\Operator\StandardizeNotEqualsFixer: ~
+  # Include/Require and file path should be divided with a single space. File path should not be placed under brackets.
+  PhpCsFixer\Fixer\ControlStructure\IncludeFixer: ~
+  # Requires short ternary operator ?: when possible
+  SlevomatCodingStandard\Sniffs\ControlStructures\RequireShortTernaryOperatorSniff: ~
 
-    # Arrays - https://nette.org/en/coding-standard#toc-arrays
+  # Arrays - https://nette.org/en/coding-standard#toc-arrays
 
-    # use short array fixes
-    PhpCsFixer\Fixer\ArrayNotation\ArraySyntaxFixer:
-        syntax: short
-    # use trailing command in last array element
-    PhpCsFixer\Fixer\ArrayNotation\TrailingCommaInMultilineArrayFixer: ~
-    # PHP single-line arrays should not have trailing comma.
-    # PhpCsFixer\Fixer\ArrayNotation\NoTrailingCommaInSinglelineArrayFixer: ~
-    # In array declaration, there MUST NOT be a whitespace before each comma.
-    PhpCsFixer\Fixer\ArrayNotation\NoWhitespaceBeforeCommaInArrayFixer: ~
-    # Arrays should be formatted like function/method arguments, without leading or trailing single line space.
-    PhpCsFixer\Fixer\ArrayNotation\TrimArraySpacesFixer: ~
-    # In array declaration, there MUST be a whitespace after each comma.
-    PhpCsFixer\Fixer\ArrayNotation\WhitespaceAfterCommaInArrayFixer: ~
+  # use short array fixes
+  PhpCsFixer\Fixer\ArrayNotation\ArraySyntaxFixer:
+    syntax: short
+  # use trailing command in last array element
+  PhpCsFixer\Fixer\ArrayNotation\TrailingCommaInMultilineArrayFixer: ~
+  # PHP single-line arrays should not have trailing comma.
+  # PhpCsFixer\Fixer\ArrayNotation\NoTrailingCommaInSinglelineArrayFixer: ~
+  # In array declaration, there MUST NOT be a whitespace before each comma.
+  PhpCsFixer\Fixer\ArrayNotation\NoWhitespaceBeforeCommaInArrayFixer: ~
+  # Arrays should be formatted like function/method arguments, without leading or trailing single line space.
+  PhpCsFixer\Fixer\ArrayNotation\TrimArraySpacesFixer: ~
+  # In array declaration, there MUST be a whitespace after each comma.
+  PhpCsFixer\Fixer\ArrayNotation\WhitespaceAfterCommaInArrayFixer: ~
 
-    # Strings
+  # Strings
 
-    # Convert `heredoc` to `nowdoc` where possible.
-    PhpCsFixer\Fixer\StringNotation\HeredocToNowdocFixer: ~
-    # Convert double quotes to single quotes for simple strings.
-    PhpCsFixer\Fixer\StringNotation\SingleQuoteFixer: ~
+  # Convert `heredoc` to `nowdoc` where possible.
+  PhpCsFixer\Fixer\StringNotation\HeredocToNowdocFixer: ~
+  # Convert double quotes to single quotes for simple strings.
+  PhpCsFixer\Fixer\StringNotation\SingleQuoteFixer: ~
 
-    # Keywords and True/False/Null - https://nette.org/en/coding-standard#toc-keywords-and-true-false-null
+  # Keywords and True/False/Null - https://nette.org/en/coding-standard#toc-keywords-and-true-false-null
 
-    # PHP keywords must be in lower case
-    PhpCsFixer\Fixer\Casing\LowercaseKeywordsFixer: ~
-    # The PHP constants `true`, `false`, and `null` MUST be in lower case
-    PhpCsFixer\Fixer\Casing\LowercaseConstantsFixer: ~
+  # PHP keywords must be in lower case
+  PhpCsFixer\Fixer\Casing\LowercaseKeywordsFixer: ~
+  # The PHP constants `true`, `false`, and `null` MUST be in lower case
+  PhpCsFixer\Fixer\Casing\LowercaseConstantsFixer: ~
 
-    # Method and Functions Calls - https://nette.org/en/coding-standard#toc-method-and-function-calls
+  # Method and Functions Calls - https://nette.org/en/coding-standard#toc-method-and-function-calls
 
-    # Function defined by PHP should be called using the correct casing
-    PhpCsFixer\Fixer\Casing\NativeFunctionCasingFixer: ~
-    # In the argument list, there must be one space after each comma, and there must no be a space before each comma
-    PhpCsFixer\Fixer\FunctionNotation\MethodArgumentSpaceFixer: ~
-    # This sniff checks that there are two blank lines between functions declarations and single between signatures.
-    #Nette\CodingStandard\Sniffs\WhiteSpace\FunctionSpacingSniff: ~
+  # Function defined by PHP should be called using the correct casing
+  PhpCsFixer\Fixer\Casing\NativeFunctionCasingFixer: ~
+  # In the argument list, there must be one space after each comma, and there must no be a space before each comma
+  PhpCsFixer\Fixer\FunctionNotation\MethodArgumentSpaceFixer: ~
+  # This sniff checks that there are two blank lines between functions declarations and single between signatures.
+  #Nette\CodingStandard\Sniffs\WhiteSpace\FunctionSpacingSniff: ~
 
-    # Classes - https://nette.org/en/coding-standard#toc-classes
+  # Classes - https://nette.org/en/coding-standard#toc-classes
 
-    # Inside a classy element "self" should be preferred to the class name itself.
-    PhpCsFixer\Fixer\ClassNotation\SelfAccessorFixer: ~
-    # class element order: constants, properties, from public to private
-    PhpCsFixer\Fixer\ClassNotation\OrderedClassElementsFixer:
-        order:
-            - use_trait
-            - constant
-            - constant_public
-            - constant_protected
-            - constant_private
-            - property_public
-            - property_protected
-            - property_private
+  # Inside a classy element "self" should be preferred to the class name itself.
+  PhpCsFixer\Fixer\ClassNotation\SelfAccessorFixer: ~
+  # class element order: constants, properties, from public to private
+  PhpCsFixer\Fixer\ClassNotation\OrderedClassElementsFixer:
+    order:
+      - use_trait
+      - constant
+      - constant_public
+      - constant_protected
+      - constant_private
+      - property_public
+      - property_protected
+      - property_private
 
-    # Constants - https://nette.org/en/coding-standard#toc-constants
+  # Constants - https://nette.org/en/coding-standard#toc-constants
 
-    # constant names are CAPITALIZED (manuall fixing only :()
-    PHP_CodeSniffer\Standards\Generic\Sniffs\NamingConventions\UpperCaseConstantNameSniff: ~
+  # constant names are CAPITALIZED (manuall fixing only :()
+  PHP_CodeSniffer\Standards\Generic\Sniffs\NamingConventions\UpperCaseConstantNameSniff: ~
 
-    # Class Properties - https://nette.org/en/coding-standard#toc-class-properties
+  # Class Properties - https://nette.org/en/coding-standard#toc-class-properties
 
-    # There MUST NOT be more than one property declared per statement.
-    PhpCsFixer\Fixer\ClassNotation\SingleClassElementPerStatementFixer:
-        elements: ['property']
+  # There MUST NOT be more than one property declared per statement.
+  PhpCsFixer\Fixer\ClassNotation\SingleClassElementPerStatementFixer:
+    elements: [ 'property' ]
 
-    # Methods - https://nette.org/en/coding-standard#toc-methods
+  # Methods - https://nette.org/en/coding-standard#toc-methods
 
-    # They must be declared in camelCase.
-    PHP_CodeSniffer\Standards\PSR1\Sniffs\Methods\CamelCapsMethodNameSniff: ~
-    # Checks that there's a single space between a typehint and a parameter name and no whitespace between a nullability symbol and a typehint
-    SlevomatCodingStandard\Sniffs\TypeHints\ParameterTypeHintSpacingSniff: ~
-    # Spaces should be properly placed in a function declaration.
-    PhpCsFixer\Fixer\FunctionNotation\FunctionDeclarationFixer: ~
-    # In function arguments there must not be arguments with default values before non-default ones.
-    PhpCsFixer\Fixer\FunctionNotation\NoUnreachableDefaultArgumentValueFixer: ~
+  # They must be declared in camelCase.
+  PHP_CodeSniffer\Standards\PSR1\Sniffs\Methods\CamelCapsMethodNameSniff: ~
+  # Checks that there's a single space between a typehint and a parameter name and no whitespace between a nullability symbol and a typehint
+  SlevomatCodingStandard\Sniffs\TypeHints\ParameterTypeHintSpacingSniff: ~
+  # Spaces should be properly placed in a function declaration.
+  PhpCsFixer\Fixer\FunctionNotation\FunctionDeclarationFixer: ~
+  # In function arguments there must not be arguments with default values before non-default ones.
+  PhpCsFixer\Fixer\FunctionNotation\NoUnreachableDefaultArgumentValueFixer: ~
 
-    # Constans, Class Properties, Methods
+  # Constans, Class Properties, Methods
 
-    # Constants and Properties should be separated by 1 blank line
-    #PhpCsFixer\Fixer\ClassNotation\ClassAttributesSeparationFixer:
-    #    elements: [const, property]
+  # Constants and Properties should be separated by 1 blank line
+  #PhpCsFixer\Fixer\ClassNotation\ClassAttributesSeparationFixer:
+  #    elements: [const, property]
 
-    # Last property and 1st method should be separated by 2 spaces
-    Nette\CodingStandard\Fixer\ClassNotation\LastPropertyAndFirstMethodSeparationFixer:
-        space_count: 2
+  # Last property and 1st method should be separated by 2 spaces
+  Nette\CodingStandard\Fixer\ClassNotation\LastPropertyAndFirstMethodSeparationFixer:
+    space_count: 2
 
-    # Control Statements - https://nette.org/en/coding-standard#toc-control-statements
+  # Control Statements - https://nette.org/en/coding-standard#toc-control-statements
 
-    # The keyword `elseif` should be used instead of `else if` so that all control keywords look like single words.
-    PhpCsFixer\Fixer\ControlStructure\ElseifFixer: ~
-    # Remove useless semicolon statements.
-    PhpCsFixer\Fixer\Semicolon\NoEmptyStatementFixer: ~
-    # Remove trailing commas in list() calls.
-    PhpCsFixer\Fixer\ControlStructure\NoTrailingCommaInListCallFixer: ~
-    # Removes unneeded parentheses around control statements.
-    PhpCsFixer\Fixer\ControlStructure\NoUnneededControlParenthesesFixer: ~
-    # A case should be followed by a colon and not a semicolon.
-    PhpCsFixer\Fixer\ControlStructure\SwitchCaseSemicolonToColonFixer: ~
-    # The structure body must be indented once.
-    # The closing brace must be on the next line after the body.
-    # There should not be more than one statement per line.
-    #Nette\CodingStandard\Fixer\Basic\BracesFixer:
-    #    allow_single_line_closure: true
-    # changes if (1 === $cond) to if ($cond === 1)
-    #SlevomatCodingStandard\Sniffs\ControlStructures\DisallowYodaComparisonSniff: ~
-    # finds unreachable catch blocks:
-    SlevomatCodingStandard\Sniffs\Exceptions\DeadCatchSniff: ~
+  # The keyword `elseif` should be used instead of `else if` so that all control keywords look like single words.
+  PhpCsFixer\Fixer\ControlStructure\ElseifFixer: ~
+  # Remove useless semicolon statements.
+  PhpCsFixer\Fixer\Semicolon\NoEmptyStatementFixer: ~
+  # Remove trailing commas in list() calls.
+  PhpCsFixer\Fixer\ControlStructure\NoTrailingCommaInListCallFixer: ~
+  # Removes unneeded parentheses around control statements.
+  PhpCsFixer\Fixer\ControlStructure\NoUnneededControlParenthesesFixer: ~
+  # A case should be followed by a colon and not a semicolon.
+  PhpCsFixer\Fixer\ControlStructure\SwitchCaseSemicolonToColonFixer: ~
+  # The structure body must be indented once.
+  # The closing brace must be on the next line after the body.
+  # There should not be more than one statement per line.
+  #Nette\CodingStandard\Fixer\Basic\BracesFixer:
+  #    allow_single_line_closure: true
+  # changes if (1 === $cond) to if ($cond === 1)
+  #SlevomatCodingStandard\Sniffs\ControlStructures\DisallowYodaComparisonSniff: ~
+  # finds unreachable catch blocks:
+  SlevomatCodingStandard\Sniffs\Exceptions\DeadCatchSniff: ~
 
-    # Casting
+  # Casting
 
-    # A single space or none should be between cast and variable (int) $val
-    PhpCsFixer\Fixer\CastNotation\CastSpacesFixer: ~
-    # Cast should be written in lower case.
-    PhpCsFixer\Fixer\CastNotation\LowercaseCastFixer: ~
-    # Replaces `intval`, `floatval`, `doubleval`, `strval` and `boolval` function calls with according type casting operator
-    PhpCsFixer\Fixer\CastNotation\ModernizeTypesCastingFixer: ~
-    # Short cast `bool` using double exclamation mark should not be used
-    PhpCsFixer\Fixer\CastNotation\NoShortBoolCastFixer: ~
-    # Cast `(boolean)` and `(integer)` should be written as `(bool)` and `(int)`, `(double)` and `(real)` as `(float)`
-    PhpCsFixer\Fixer\CastNotation\ShortScalarCastFixer: ~
+  # A single space or none should be between cast and variable (int) $val
+  PhpCsFixer\Fixer\CastNotation\CastSpacesFixer: ~
+  # Cast should be written in lower case.
+  PhpCsFixer\Fixer\CastNotation\LowercaseCastFixer: ~
+  # Replaces `intval`, `floatval`, `doubleval`, `strval` and `boolval` function calls with according type casting operator
+  PhpCsFixer\Fixer\CastNotation\ModernizeTypesCastingFixer: ~
+  # Short cast `bool` using double exclamation mark should not be used
+  PhpCsFixer\Fixer\CastNotation\NoShortBoolCastFixer: ~
+  # Cast `(boolean)` and `(integer)` should be written as `(bool)` and `(int)`, `(double)` and `(real)` as `(float)`
+  PhpCsFixer\Fixer\CastNotation\ShortScalarCastFixer: ~
 
-    # Language Whitespace
+  # Language Whitespace
 
-    # Binary operators should be surrounded by at least one space. DO NOT USE
-    #PhpCsFixer\Fixer\Operator\BinaryOperatorSpacesFixer: ~
-    # Unary operators should be placed adjacent to their operands.
-    PhpCsFixer\Fixer\Operator\UnaryOperatorSpacesFixer: ~
-    # No space after the opening parenthesis and before the closing parenthesis
-    PhpCsFixer\Fixer\Whitespace\NoSpacesInsideParenthesisFixer: ~
-    # There MUST NOT be spaces around offset braces $a[0]
-    PhpCsFixer\Fixer\Whitespace\NoSpacesAroundOffsetFixer: ~
-    # There should not be space before or after object `T_OBJECT_OPERATOR` `->`.
-    PhpCsFixer\Fixer\Operator\ObjectOperatorWithoutWhitespaceFixer: ~
-    # Standardize spaces around ternary operator.
-    PhpCsFixer\Fixer\Operator\TernaryOperatorSpacesFixer: ~
-    # Concatenation $a . $b should be spaced according configuration
-    PhpCsFixer\Fixer\Operator\ConcatSpaceFixer:
-        spacing: one
-    # Removes extra spaces between colon and case value.
-    PhpCsFixer\Fixer\ControlStructure\SwitchCaseSpaceFixer: ~
+  # Binary operators should be surrounded by at least one space. DO NOT USE
+  #PhpCsFixer\Fixer\Operator\BinaryOperatorSpacesFixer: ~
+  # Unary operators should be placed adjacent to their operands.
+  PhpCsFixer\Fixer\Operator\UnaryOperatorSpacesFixer: ~
+  # No space after the opening parenthesis and before the closing parenthesis
+  PhpCsFixer\Fixer\Whitespace\NoSpacesInsideParenthesisFixer: ~
+  # There MUST NOT be spaces around offset braces $a[0]
+  PhpCsFixer\Fixer\Whitespace\NoSpacesAroundOffsetFixer: ~
+  # There should not be space before or after object `T_OBJECT_OPERATOR` `->`.
+  PhpCsFixer\Fixer\Operator\ObjectOperatorWithoutWhitespaceFixer: ~
+  # Standardize spaces around ternary operator.
+  PhpCsFixer\Fixer\Operator\TernaryOperatorSpacesFixer: ~
+  # Concatenation $a . $b should be spaced according configuration
+  PhpCsFixer\Fixer\Operator\ConcatSpaceFixer:
+    spacing: one
+  # Removes extra spaces between colon and case value.
+  PhpCsFixer\Fixer\ControlStructure\SwitchCaseSpaceFixer: ~
 
-    # Comments
+  # Comments
 
-    # Docblocks should have the same indentation as the documented subject.
-    PhpCsFixer\Fixer\Phpdoc\PhpdocIndentFixer: ~
-    # There should not be any empty comments.
-    PhpCsFixer\Fixer\Comment\NoEmptyCommentFixer: ~
-    # There should not be empty PHPDoc blocks.
-    #PhpCsFixer\Fixer\Phpdoc\NoEmptyPhpdocFixer: ~
-    # Phpdocs should start and end with content, excluding the very first and last line of the docblocks.
-    PhpCsFixer\Fixer\Phpdoc\PhpdocTrimFixer: ~
-    # Single-line comments comments with only one line of actual content should use the `//` syntax.
-    PhpCsFixer\Fixer\Comment\SingleLineCommentStyleFixer:
-        comment_types: ['hash']
-    # Require comments with single-line content to be written as one-liners
-    SlevomatCodingStandard\Sniffs\Commenting\RequireOneLinePropertyDocCommentSniff: ~
+  # Docblocks should have the same indentation as the documented subject.
+  PhpCsFixer\Fixer\Phpdoc\PhpdocIndentFixer: ~
+  # There should not be any empty comments.
+  PhpCsFixer\Fixer\Comment\NoEmptyCommentFixer: ~
+  # There should not be empty PHPDoc blocks.
+  #PhpCsFixer\Fixer\Phpdoc\NoEmptyPhpdocFixer: ~
+  # Phpdocs should start and end with content, excluding the very first and last line of the docblocks.
+  PhpCsFixer\Fixer\Phpdoc\PhpdocTrimFixer: ~
+  # Single-line comments comments with only one line of actual content should use the `//` syntax.
+  PhpCsFixer\Fixer\Comment\SingleLineCommentStyleFixer:
+    comment_types: [ 'hash' ]
+  # Require comments with single-line content to be written as one-liners
+  SlevomatCodingStandard\Sniffs\Commenting\RequireOneLinePropertyDocCommentSniff: ~
 
 
-    # Properties MUST not be explicitly initialized with `null`.
-    #PhpCsFixer\Fixer\ClassNotation\NoNullPropertyInitializationFixer: ~
+  # Properties MUST not be explicitly initialized with `null`.
+  #PhpCsFixer\Fixer\ClassNotation\NoNullPropertyInitializationFixer: ~
 
-    PhpCsFixer\Fixer\ControlStructure\NoBreakCommentFixer:
-        comment_text: 'break omitted'
+  PhpCsFixer\Fixer\ControlStructure\NoBreakCommentFixer:
+    comment_text: 'break omitted'
 
-    # declare(strict_types=1);
-    PhpCsFixer\Fixer\Strict\DeclareStrictTypesFixer: ~
-    # Enforces consistent formatting of return typehints: function foo(): ?int
-    SlevomatCodingStandard\Sniffs\TypeHints\ReturnTypeHintSpacingSniff: ~
-    # Use `null` coalescing operator `??` where possible.
-    PhpCsFixer\Fixer\Operator\TernaryToNullCoalescingFixer: ~
+  # declare(strict_types=1);
+  PhpCsFixer\Fixer\Strict\DeclareStrictTypesFixer: ~
+  # Enforces consistent formatting of return typehints: function foo(): ?int
+  SlevomatCodingStandard\Sniffs\TypeHints\ReturnTypeHintSpacingSniff: ~
+  # Use `null` coalescing operator `??` where possible.
+  PhpCsFixer\Fixer\Operator\TernaryToNullCoalescingFixer: ~
 
-    Nette\CodingStandard\Fixer\ClassNotation\ClassAndTraitVisibilityRequiredFixer:
-        elements: ['const', 'property', 'method']
+  Nette\CodingStandard\Fixer\ClassNotation\ClassAndTraitVisibilityRequiredFixer:
+    elements: [ 'const', 'property', 'method' ]
 
-    # short list() syntax []
-    PhpCsFixer\Fixer\ListNotation\ListSyntaxFixer:
-        syntax: short
+  # short list() syntax []
+  PhpCsFixer\Fixer\ListNotation\ListSyntaxFixer:
+    syntax: short

.ci/php-cs-fixer/.gitignore

@@ -1 +1,2 @@
 vendor
+.php-cs-fixer.cache

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

@@ -24,21 +24,61 @@ $current = __DIR__;
 $paths = [
     $current . '/../../app',
     $current . '/../../config',
-    $current . '/../../database',
     $current . '/../../routes',
     $current . '/../../tests',
-    $current . '/../../resources/lang',
 ];
 
 $finder = PhpCsFixer\Finder::create()
                            ->in($paths);
 
 
-$config = new PhpCsFixer\Config();
-return $config->setRules([
-    '@PSR12' => true,
-    'strict_param' => true,
-    'array_syntax' => ['syntax' => 'short'],
-])
-              ->setFinder($finder)
-    ;
+$config = (new PhpCsFixer\Config())
+        // ->setUnsupportedPhpVersionAllowed(true) // use this when PHP 8.5 comes out.
+        ->setParallelConfig(PhpCsFixer\Runner\Parallel\ParallelConfigFactory::detect())
+        ;
+return $config->setRules(
+
+    [
+        // rule sets
+        '@PHP83Migration'               => true,
+        '@PhpCsFixer'                   => true,
+        '@PhpCsFixer:risky'             => true,
+        '@PSR12'                        => true,
+        '@PSR12:risky'                  => true,
+        'declare_strict_types'          => true,
+        'strict_param'                  => true,
+        'no_unused_imports'             => true,
+        'single_space_around_construct' => true,
+        'statement_indentation'         => true,
+        'void_return'                   => true,
+
+        // disabled rules
+        'native_function_invocation'    => false, // annoying
+        'php_unit_data_provider_name'   => false, // bloody annoying long test names
+        'static_lambda'                 => false, // breaks the Response macro for API's.
+        'phpdoc_summary'                => false, // annoying.
+        'comment_to_phpdoc'             => false, // breaks phpstan lines in combination with PHPStorm.
+        'type_declaration_spaces'       => false,
+        'cast_spaces'                   => false,
+
+        // enabled rules
+        'global_namespace_import' => true, // matches with rector.
+
+        // complex rules
+        'phpdoc_to_comment' => ['ignored_tags' => ['var']],
+        'php_unit_test_case_static_method_calls' => [
+            'call_type' => 'this',
+        ],
+        'array_syntax'                  => ['syntax' => 'short'],
+        'binary_operator_spaces'        => [
+            'default'   => 'at_least_single_space',
+            'operators' => [
+                '=>'  => 'align_single_space_by_scope',
+                '='   => 'align_single_space_minimal_by_scope',
+                '??=' => 'align_single_space_minimal_by_scope',
+            ],
+        ],
+    ]
+
+)
+              ->setFinder($finder);

.ci/phpcs.sh

@@ -20,18 +20,22 @@
 # along with this program.  If not, see <https://www.gnu.org/licenses/>.
 #
 
-# Install composer packages
-#composer install --no-scripts --no-ansi
-
 SCRIPT_DIR="$( cd -- "$( dirname -- "${BASH_SOURCE[0]}" )" &> /dev/null && pwd )"
 
-# enable test .env file.
-# cp .ci/.env.ci .env
-
 # clean up php code
 cd $SCRIPT_DIR/php-cs-fixer
-composer update
-PHP_CS_FIXER_IGNORE_ENV=true ./vendor/bin/php-cs-fixer fix --config $SCRIPT_DIR/php-cs-fixer/.php-cs-fixer.php --allow-risky=yes
+composer update --quiet
+rm -f .php-cs-fixer.cache
+./vendor/bin/php-cs-fixer fix \
+    --config $SCRIPT_DIR/php-cs-fixer/.php-cs-fixer.php \
+    --format=txt \
+    -v \
+    --allow-risky=yes
+
+EXIT_CODE=$?
+
+echo "Exit code for CS fixer is $EXIT_CODE."
+
 cd $SCRIPT_DIR/..
 
-exit 0
+exit $EXIT_CODE

.ci/phpmd.sh

@@ -0,0 +1,50 @@
+#!/usr/bin/env bash
+
+#
+# phpmd.sh
+# Copyright (c) 2023 james@firefly-iii.org
+#
+# This file is part of Firefly III (https://github.com/firefly-iii).
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+
+
+SCRIPT_DIR="$( cd -- "$( dirname -- "${BASH_SOURCE[0]}" )" &> /dev/null && pwd )"
+OUTPUT_FORMAT=text
+
+if [[ $GITHUB_ACTIONS = "true" ]]
+then
+    OUTPUT_FORMAT=github
+fi
+
+
+cd $SCRIPT_DIR/phpmd
+composer update --quiet
+./vendor/bin/phpmd \
+  $SCRIPT_DIR/../app,$SCRIPT_DIR/../database,$SCRIPT_DIR/../routes,$SCRIPT_DIR/../config \
+   $OUTPUT_FORMAT phpmd.xml \
+  --exclude $SCRIPT_DIR/../app/resources/** \
+  --exclude $SCRIPT_DIR/../app/frontend/** \
+  --exclude $SCRIPT_DIR/../app/public/** \
+  --exclude $SCRIPT_DIR/../app/vendor/**
+
+EXIT_CODE=$?
+
+cd $SCRIPT_DIR/..
+
+echo "Exit code is $EXIT_CODE."
+
+# for the time being, exit 0
+exit $EXIT_CODE

.ci/phpmd/.gitignore

@@ -0,0 +1 @@
+vendor

.ci/phpmd/composer.json

@@ -0,0 +1,5 @@
+{
+    "require-dev": {
+        "phpmd/phpmd": "^2.13"
+    }
+}

.ci/phpmd/phpmd.xml

@@ -0,0 +1,94 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!--
+  ~ phpmd.xml
+  ~ Copyright (c) 2023 james@firefly-iii.org
+  ~
+  ~ This file is part of Firefly III (https://github.com/firefly-iii).
+  ~
+  ~ This program is free software: you can redistribute it and/or modify
+  ~ it under the terms of the GNU Affero General Public License as
+  ~ published by the Free Software Foundation, either version 3 of the
+  ~ License, or (at your option) any later version.
+  ~
+  ~ This program is distributed in the hope that it will be useful,
+  ~ but WITHOUT ANY WARRANTY; without even the implied warranty of
+  ~ MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+  ~ GNU Affero General Public License for more details.
+  ~
+  ~ You should have received a copy of the GNU Affero General Public License
+  ~ along with this program.  If not, see <https://www.gnu.org/licenses/>.
+  -->
+
+<ruleset xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
+         name="pcsg-generated-ruleset"
+         xmlns="http://pmd.sf.net/ruleset/1.0.0"
+         xsi:schemaLocation="http://pmd.sf.net/ruleset/1.0.0 http://pmd.sf.net/ruleset_xml_schema.xsd"
+         xsi:noNamespaceSchemaLocation="http://pmd.sf.net/ruleset_xml_schema.xsd">
+    <description>Firefly III ruleset.</description>
+    <!-- Import the entire controversial code rule set -->
+    <rule ref="rulesets/controversial.xml">
+        <exclude name="CamelCasePropertyName"/>
+    </rule>
+
+    <!-- clean code -->
+    <!-- <rule ref="rulesets/codesize.xml" /> -->
+    <rule ref="rulesets/unusedcode.xml"/>
+
+
+    <rule ref="rulesets/design.xml/NumberOfChildren">
+        <properties>
+            <!-- This is now at 32, which excludes the controllers but should prevent more monoliths. -->
+            <property name="minimum" value="32"/>
+        </properties>
+    </rule>
+    <rule ref="rulesets/design.xml/CouplingBetweenObjects">
+        <properties>
+            <!-- Leaving this at 28 excuses most current code but it can't get worse than that. -->
+            <property name="maximum" value="28"/>
+        </properties>
+    </rule>
+
+
+    <rule ref="rulesets/naming.xml/ShortMethodName">
+        <properties>
+            <property name="minimum" value="3"/>
+        </properties>
+    </rule>
+
+    <!-- code size -->
+    <rule ref="rulesets/codesize.xml/CyclomaticComplexity">
+        <properties>
+            <!-- Leave at 20. This means methods will be pretty complex before the system starts complaining. -->
+            <property name="reportLevel" value="20"/>
+        </properties>
+    </rule>
+    <rule ref="rulesets/codesize.xml/NPathComplexity">
+        <properties>
+            <!-- 2000 results in some pretty complex methods, but it's OK. -->
+            <!-- They should not be much more complex than that though -->
+            <property name="minimum" value="2000"/>
+        </properties>
+    </rule>
+    <rule ref="rulesets/codesize.xml/ExcessiveMethodLength">
+        <properties>
+            <!-- 75 seems like a nice number. Shorter isn't always feasible and there are a few exceptions already -->
+            <property name="minimum" value="75"/>
+            <property name="ignore-whitespace" value="true"/>
+        </properties>
+    </rule>
+    <rule ref="rulesets/codesize.xml/ExcessiveParameterList">
+        <properties>
+            <!-- 5 is fine. 6 is excessive, but I have just one of those. At the end of the day, I still need all params. -->
+            <property name="minimum" value="5"/>
+        </properties>
+    </rule>
+
+    <!-- include clean code manually -->
+    <rule ref="rulesets/cleancode.xml/BooleanArgumentFlag"/>
+    <rule ref="rulesets/cleancode.xml/ElseExpression"/>
+    <rule ref="rulesets/cleancode.xml/MissingImport"/>
+    <rule ref="rulesets/cleancode.xml/UndefinedVariable"/>
+    <rule ref="rulesets/cleancode.xml/IfStatementAssignment"/>
+    <rule ref="rulesets/cleancode.xml/DuplicatedArrayKey"/>
+    <rule ref="rulesets/cleancode.xml/ErrorControlOperator"/>
+</ruleset>

.ci/phpstan.neon

@@ -1,70 +1,32 @@
-includes:
-  - ../vendor/nunomaduro/larastan/extension.neon
-  - ../vendor/ergebnis/phpstan-rules/rules.neon
-  - ../vendor/phpstan/phpstan-deprecation-rules/rules.neon
-  - ../vendor/thecodingmachine/phpstan-strict-rules/phpstan-strict-rules.neon
-
 parameters:
-  ignoreErrors:
-    - '#is not allowed to extend#'
-    - '#is neither abstract nor final#'
-    - '#has a nullable return type declaration#'
-    - '#with a nullable type declaration#'
-    - '#with null as default value#'
-    - '#is not covariant with PHPDoc type array#'
-    -
-        message: '#but containers should not be injected#'
-        paths:
-            - ../app/Support/Authentication/RemoteUserGuard.php
-    -
-        message: '#Control structures using switch should not be used.#'
-        paths:
-            - ../app/Api/V1/Controllers/Data/DestroyController.php
-            - ../app/Console/Commands/Correction/FixAccountTypes.php
-            - ../app/Console/Commands/Upgrade/OtherCurrenciesCorrections.php
-            - ../app/Exceptions/GracefulNotFoundHandler.php
-            - ../app/Generator/Webhook/StandardMessageGenerator.php
-            - ../app/Support/Amount.php
-            - ../app/Support/Navigation.php
-            - ../app/Support/ParseDateString.php
-            - ../app/Support/Search/AccountSearch.php
-            - ../app/Support/Search/OperatorQuerySearch.php
-            - ../app/Support/Twig/General.php
-            - ../app/Transformers/RecurrenceTransformer.php
-            - ../app/Validation/AccountValidator.php
-            - ../app/Validation/RecurrenceValidation.php
-            - ../app/Validation/TransactionValidation.php
-
-    -
-        message: '#Function compact\(\) should not be used#'
-        paths:
-            - ../app/Generator/Report/Account/MonthReportGenerator.php
-            - ../app/Generator/Report/Audit/MonthReportGenerator.php
-            - ../app/Generator/Report/Budget/MonthReportGenerator.php
-            - ../app/Generator/Report/Category/MonthReportGenerator.php
-            - ../app/Generator/Report/Standard/MonthReportGenerator.php
-            - ../app/Generator/Report/Standard/MultiYearReportGenerator.php
-            - ../app/Generator/Report/Standard/YearReportGenerator.php
-            - ../app/Generator/Report/Tag/MonthReportGenerator.php
-            - ../app/Http/Controllers/Account/*.php
-            - ../app/Http/Controllers/Admin/*.php
-            - ../app/Http/Controllers/*.php
-            - ../app/Support/ExpandedForm.php
-            - ../app/Support/Form/AccountForm.php
-            - ../app/Support/Form/CurrencyForm.php
-            - ../app/Support/Form/FormSupport.php
-    -
-        message: '#Either catch a more specific exception#'
-        paths:
-            - ../app/Support/Form/FormSupport.php
-
   paths:
     - ../app
     - ../database
     - ../routes
     - ../config
     - ../bootstrap/app.php
+  universalObjectCratesClasses:
+    - Illuminate\Database\Eloquent\Model
+  reportUnmatchedIgnoredErrors: true
+  ignoreErrors:
+    # all errors below I will never fix.
+    - '#expects view-string\|null, string given#'
+    - '#expects view-string, string given#'
+    - "#Parameter \\#[1-2] \\$num[1-2] of function bc[a-z]+ expects numeric-string, [a-z\\-|&]+ given#"
+    - identifier: missingType.generics # not interesting enough to fix.
+    -
+        identifier: larastan.noEnvCallsOutsideOfConfig
+        path: ../app/Console/Commands/System/CreatesDatabase.php
+    - identifier: missingType.iterableValue # not interesting enough to fix.
+    - identifier: varTag.type # needs a custom extension for every repository, not gonna happen.
+    - '#Dynamic call to static method Illuminate#'
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\HasMany::before#' # is custom scope
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\HasMany::after#' # is custom scope
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\HasMany::withTrashed#' # is to allow soft delete
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\HasMany::accountTypeIn#' # is a custom scope
+    - '#Call to an undefined method Illuminate\\Database\\Eloquent\\Relations\\BelongsTo::withTrashed#' # is to allow soft delete
 
   # The level 8 is the highest level. original was 5
-  level: 4
+  # 7 is more than enough, higher just leaves NULL things.
+  level: 6
 

.ci/phpstan.sh

@@ -29,7 +29,20 @@ SCRIPT_DIR="$( cd -- "$( dirname -- "${BASH_SOURCE[0]}" )" &> /dev/null && pwd )
 # cp .ci/.env.ci .env
 
 # Do static code analysis.
-# ./vendor/bin/phpstan analyse -c .ci/phpstan.neon --no-progress
-./vendor/bin/phpstan analyse -c .ci/phpstan.neon --xdebug --error-format=table > phpstan-report.txt
+if [[ $GITHUB_ACTIONS = "" ]]
+then
+    ./vendor/bin/phpstan analyse -c .ci/phpstan.neon --error-format=table > phpstan-report.txt
+    EXIT_CODE=$?
+    echo "The PHPstan report can be found in phpstan-report.txt. Exit code is $EXIT_CODE."
+fi
 
-echo 'The PHPstan report can be found in phpstan-report.txt'
+if [[ $GITHUB_ACTIONS = "true" ]]
+then
+    ./vendor/bin/phpstan analyse -c .ci/phpstan.neon --no-progress --error-format=github
+    EXIT_CODE=$?
+
+    # temporary exit code 0
+    # EXIT_CODE=0
+fi
+
+exit $EXIT_CODE

.ci/phpunit.sh

@@ -1,61 +0,0 @@
-#!/usr/bin/env bash
-
-#
-# phpunit.sh
-# Copyright (c) 2021 james@firefly-iii.org
-#
-# This file is part of Firefly III (https://github.com/firefly-iii).
-#
-# This program is free software: you can redistribute it and/or modify
-# it under the terms of the GNU Affero General Public License as
-# published by the Free Software Foundation, either version 3 of the
-# License, or (at your option) any later version.
-#
-# This program is distributed in the hope that it will be useful,
-# but WITHOUT ANY WARRANTY; without even the implied warranty of
-# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-# GNU Affero General Public License for more details.
-#
-# You should have received a copy of the GNU Affero General Public License
-# along with this program.  If not, see <https://www.gnu.org/licenses/>.
-#
-SCRIPT_DIR="$( cd -- "$( dirname -- "${BASH_SOURCE[0]}" )" &> /dev/null && pwd )"
-# enable test .env file.
-cp $SCRIPT_DIR/../.env $SCRIPT_DIR/../.env.backup
-cp $SCRIPT_DIR/.env.ci $SCRIPT_DIR/../.env
-
-COVERAGE=false
-RESET=false
-FILE=storage/database/database.sqlite
-
-while getopts "cr" o; do
-    case "${o}" in
-        c) COVERAGE=true;;
-        r) RESET=true;;
-    esac
-done
-
-# reset if necessary.
-if [ $RESET = "true" ] ; then
-    rm -f $FILE
-fi
-
-# download test database
-if [ -f "$FILE" ]; then
-  echo 'DB exists, will use it'
-else
-  echo 'Download new DB'
-  wget --quiet https://github.com/firefly-iii/test-fixtures/raw/main/test-database.sqlite -O $FILE
-fi
-
-# run phpunit
-if [ $COVERAGE = "true" ] ; then
-  echo 'Run with coverage'
-  XDEBUG_MODE=coverage ./vendor/bin/phpunit --configuration phpunit.xml --coverage-html $SCRIPT_DIR/coverage
-else
-  echo 'Run without coverage'
-  ./vendor/bin/phpunit --configuration phpunit.xml
-fi
-
-# restore .env file
-mv $SCRIPT_DIR/../.env.backup $SCRIPT_DIR/../.env

.ci/rector.php

@@ -0,0 +1,82 @@
+<?php
+
+
+/*
+ * rector.php
+ * Copyright (c) 2025 james@firefly-iii.org.
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see https://www.gnu.org/licenses/.
+ */
+
+declare(strict_types=1);
+
+use Rector\Config\RectorConfig;
+use Rector\EarlyReturn\Rector\If_\ChangeOrIfContinueToMultiContinueRector;
+use Rector\Php80\Rector\ClassMethod\AddParamBasedOnParentClassMethodRector;
+use Rector\Transform\Rector\String_\StringToClassConstantRector;
+use RectorLaravel\Set\LaravelLevelSetList;
+
+
+return RectorConfig::configure()
+    ->withSkip([
+        ChangeOrIfContinueToMultiContinueRector::class,
+        AddParamBasedOnParentClassMethodRector::class,
+        StringToClassConstantRector::class => [
+            __DIR__ . '/../app/Http/Controllers/Auth/LoginController.php',
+        ],
+        __DIR__.'/../bootstrap/cache/*'
+    ])
+    ->withPaths([
+        __DIR__ . '/../app',
+        __DIR__ . '/../bootstrap',
+        __DIR__ . '/../config',
+        __DIR__ . '/../public',
+        __DIR__ . '/../resources/lang/en_US',
+        __DIR__ . '/../routes',
+        __DIR__ . '/../tests',
+    ])
+    ->withSets([
+        LaravelLevelSetList::UP_TO_LARAVEL_120,
+    ])
+//    ->withConfiguredRule(ReplaceServiceContainerCallArgRector::class, [
+//        new ReplaceServiceContainerCallArg('log', new ClassConstFetch(new Name('Illuminate\Support\Facades\Log'), 'class')),
+//    ])
+    // uncomment to reach your current PHP version
+    ->withPhpSets()
+    ->withPreparedSets(
+        codingStyle: false, // leave false
+        privatization: false, // leave false.
+        naming: false, // leave false
+        instanceOf: true,
+        earlyReturn: true,
+        strictBooleans: true,
+        carbon: true,
+        rectorPreset: true,
+        phpunitCodeQuality: true,
+        doctrineCodeQuality: true,
+        symfonyCodeQuality: true,
+        symfonyConfigs: true
+
+    )
+    ->withComposerBased(
+        twig: true,
+        doctrine: true,
+        phpunit: true,
+        symfony: true)
+    ->withTypeCoverageLevel(0)
+    ->withDeadCodeLevel(0)
+    ->withCodeQualityLevel(0)
+    ->withImportNames(removeUnusedImports: true);// import statements instead of full classes.

.ci/rector.sh

@@ -0,0 +1,36 @@
+#!/usr/bin/env bash
+
+#
+# phpstan.sh
+# Copyright (c) 2021 james@firefly-iii.org
+#
+# This file is part of Firefly III (https://github.com/firefly-iii).
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program.  If not, see <https://www.gnu.org/licenses/>.
+#
+
+# Install composer packages
+#composer install --no-scripts --no-ansi
+
+SCRIPT_DIR="$( cd -- "$( dirname -- "${BASH_SOURCE[0]}" )" &> /dev/null && pwd )"
+
+echo $1
+
+if [ "$1" == "--dry-run" ]; then
+    echo "Running rector in dry run."
+    $SCRIPT_DIR/../vendor/bin/rector --config $SCRIPT_DIR/rector.php --dry-run
+    exit $?
+fi
+
+$SCRIPT_DIR/../vendor/bin/rector --config $SCRIPT_DIR/rector.php

.deploy/heroku/.env.heroku

@@ -1,321 +0,0 @@
-# You can leave this on "local". If you change it to production most console commands will ask for extra confirmation.
-# Never set it to "testing".
-APP_ENV=heroku
-
-# Set to true if you want to see debug information in error screens.
-APP_DEBUG=false
-
-# This should be your email address.
-# If you use Docker or similar, you can set this variable from a file by using SITE_OWNER_FILE
-SITE_OWNER=heroku@example.com
-
-# The encryption key for your sessions. Keep this very secure.
-# If you generate a new one all existing attachments must be considered LOST.
-# Change it to a string of exactly 32 chars or use something like `php artisan key:generate` to generate it.
-# If you use Docker or similar, you can set this variable from a file by using APP_KEY_FILE
-APP_KEY=7ahyYVPVsmxjdhsweWCauGeJfwc92NP2
-
-#
-# Firefly III will launch using this language (for new users and unauthenticated visitors)
-# For a list of available languages: https://github.com/firefly-iii/firefly-iii/tree/main/resources/lang
-#
-# If text is still in English, remember that not everything may have been translated.
-DEFAULT_LANGUAGE=en_US
-
-# The locale defines how numbers are formatted.
-# by default this value is the same as whatever the language is.
-DEFAULT_LOCALE=equal
-
-# Change this value to your preferred time zone.
-# Example: Europe/Amsterdam
-# For a list of supported time zones, see https://en.wikipedia.org/wiki/List_of_tz_database_time_zones
-TZ=UTC
-
-# TRUSTED_PROXIES is a useful variable when using Docker and/or a reverse proxy.
-# Set it to ** and reverse proxies work just fine.
-TRUSTED_PROXIES=**
-
-# The log channel defines where your log entries go to.
-# Several other options exist. You can use 'single' for one big fat error log (not recommended).
-# Also available are 'syslog', 'errorlog' and 'stdout' which will log to the system itself.
-# A rotating log option is 'daily', creates 5 files that (surprise) rotate.
-# Default setting 'stack' will log to 'daily' and to 'stdout' at the same time.
-
-# - Docker + versions <= 4.8.1.8 and before: use "stdout"
-# - Docker + versions >  4.8.1.8           : use "docker_out"
-# - Docker + versions >=  5.1.1            : use "stack"
-# - For everything else (als not Docker)   : use 'stack'
-
-LOG_CHANNEL=stdout
-
-# Log level. You can set this from least severe to most severe:
-# debug, info, notice, warning, error, critical, alert, emergency
-# If you set it to debug your logs will grow large, and fast. If you set it to emergency probably
-# nothing will get logged, ever.
-APP_LOG_LEVEL=notice
-
-# Database credentials. Make sure the database exists. I recommend a dedicated user for Firefly III
-# For other database types, please see the FAQ: https://docs.firefly-iii.org/support/faq
-# If you use Docker or similar, you can set these variables from a file by appending them with _FILE
-# Use "pgsql" for PostgreSQL
-# Use "mysql" for MySQL and MariaDB.
-# Use "sqlite" for SQLite.
-DB_CONNECTION=pgsql
-
-
-# MySQL supports SSL. You can configure it here.
-# If you use Docker or similar, you can set these variables from a file by appending them with _FILE
-MYSQL_USE_SSL=false
-MYSQL_SSL_VERIFY_SERVER_CERT=true
-# You need to set at least of these options
-MYSQL_SSL_CAPATH=/etc/ssl/certs/
-MYSQL_SSL_CA=
-MYSQL_SSL_CERT=
-MYSQL_SSL_KEY=
-MYSQL_SSL_CIPHER=
-
-# PostgreSQL supports SSL. You can configure it here.
-# If you use Docker or similar, you can set these variables from a file by appending them with _FILE
-PGSQL_SSL_MODE=prefer
-PGSQL_SSL_ROOT_CERT=null
-PGSQL_SSL_CERT=null
-PGSQL_SSL_KEY=null
-PGSQL_SSL_CRL_FILE=null
-
-# If you're looking for performance improvements, you could install memcached.
-CACHE_DRIVER=file
-SESSION_DRIVER=file
-
-# If you set either of these to 'redis', you might want to update these settings too
-# If you use Docker or similar, you can set REDIS_HOST_FILE, REDIS_PASSWORD_FILE or
-# REDIS_PORT_FILE to set the value from a file instead of from an environment variable
-
-# can be tcp, unix or http
-REDIS_SCHEME=tcp
-
-# use only when using 'unix' for REDIS_SCHEME. Leave empty otherwise.
-REDIS_PATH=
-
-# use only when using 'tcp' or 'http' for REDIS_SCHEME. Leave empty otherwise.
-REDIS_HOST=127.0.0.1
-REDIS_PORT=6379
-
-REDIS_PASSWORD=null
-# always use quotes and make sure redis db "0" and "1" exists. Otherwise change accordingly.
-REDIS_DB="0"
-REDIS_CACHE_DB="1"
-
-# Cookie settings. Should not be necessary to change these.
-# If you use Docker or similar, you can set COOKIE_DOMAIN_FILE to set
-# the value from a file instead of from an environment variable
-COOKIE_PATH="/"
-COOKIE_DOMAIN=
-COOKIE_SECURE=false
-
-# If you want Firefly III to mail you, update these settings
-# For instructions, see: https://docs.firefly-iii.org/advanced-installation/email
-# If you use Docker or similar, you can set these variables from a file by appending them with _FILE
-MAIL_MAILER=log
-MAIL_HOST=null
-MAIL_PORT=2525
-MAIL_FROM=changeme@example.com
-MAIL_USERNAME=null
-MAIL_PASSWORD=null
-MAIL_ENCRYPTION=null
-
-# Other mail drivers:
-# If you use Docker or similar, you can set these variables from a file by appending them with _FILE
-MAILGUN_DOMAIN=
-MAILGUN_SECRET=
-
-
-# If you are on EU region in mailgun, use api.eu.mailgun.net, otherwise use api.mailgun.net
-# If you use Docker or similar, you can set this variable from a file by appending it with _FILE
-MAILGUN_ENDPOINT=api.mailgun.net
-
-# If you use Docker or similar, you can set these variables from a file by appending them with _FILE
-MANDRILL_SECRET=
-SPARKPOST_SECRET=
-
-
-# Firefly III can send you the following messages
-SEND_REGISTRATION_MAIL=true
-SEND_ERROR_MESSAGE=true
-
-# These messages contain (sensitive) transaction information:
-SEND_REPORT_JOURNALS=true
-
-# Set a Mapbox API key here (see mapbox.com) so there might be a map available at various places.
-# If you use Docker or similar, you can set this variable from a file by appending it with _FILE
-MAPBOX_API_KEY=
-
-# The map will default to this location:
-MAP_DEFAULT_LAT=51.983333
-MAP_DEFAULT_LONG=5.916667
-MAP_DEFAULT_ZOOM=6
-
-# Firefly III currently supports two provider for live Currency Exchange Rates:
-# "fixer", and "ratesapi".
-# RatesApi.IO (see https://ratesapi.io) is a FREE and OPEN SOURCE live currency exchange rates,
-# built compatible with Fixer.IO, based on data published by European Central Bank, and doesn't require API key.
-CER_PROVIDER=ratesapi
-
-# If you have select "fixer" as default currency exchange rates,
-# set a Fixer IO API key here (see https://fixer.io) to enable live currency exchange rates.
-# Please note that this WILL ONLY WORK FOR PAID fixer.io accounts because they severely limited
-# the free API up to the point where you might as well offer nothing.
-# If you use Docker or similar, you can set this variable from a file by appending it with _FILE
-FIXER_API_KEY=
-
-# Firefly III has two options for user authentication. "eloquent" is the default,
-# and "ldap" for LDAP servers.
-# For full instructions on these settings please visit:
-# https://docs.firefly-iii.org/advanced-installation/authentication
-# If you use Docker or similar, you can set this variable from a file by appending it with _FILE
-LOGIN_PROVIDER=eloquent
-
-#
-# It's also possible to change the way users are authenticated. You could use Authelia for example.
-# Authentication via the REMOTE_USER header is supported. Change the value below to "remote_user_guard".
-#
-# If you do this please read the documentation for instructions and warnings:
-# https://docs.firefly-iii.org/advanced-installation/authentication
-#
-# This function is available in Firefly III v5.3.0 and higher.
-AUTHENTICATION_GUARD=web
-
-#
-# Likewise, it's impossible to log out users who's authentication is handled by an external system.
-# Enter a custom URL here that will force a logout (your authentication provider can tell you).
-# Setting this variable only works when AUTHENTICATION_GUARD != web
-#
-CUSTOM_LOGOUT_URL=
-
-# LDAP connection configuration
-# OpenLDAP, FreeIPA or ActiveDirectory
-# # If you use Docker or similar, you can set this variable from a file by appending it with _FILE
-ADLDAP_CONNECTION_SCHEME=OpenLDAP
-ADLDAP_AUTO_CONNECT=true
-
-# LDAP connection settings
-# You can set the following variables from a file by appending them with _FILE:
-# ADLDAP_CONTROLLERS, ADLDAP_PORT, ADLDAP_BASEDN
-ADLDAP_CONTROLLERS=
-ADLDAP_PORT=389
-ADLDAP_TIMEOUT=5
-ADLDAP_BASEDN=""
-ADLDAP_FOLLOW_REFFERALS=false
-
-# SSL/TLS settings
-ADLDAP_USE_SSL=false
-ADLDAP_USE_TLS=false
-ADLDAP_SSL_CACERTDIR=
-ADLDAP_SSL_CACERTFILE=
-ADLDAP_SSL_CERTFILE=
-ADLDAP_SSL_KEYFILE=
-ADLDAP_SSL_CIPHER_SUITE=
-ADLDAP_SSL_REQUIRE_CERT=
-
-# You can set the following variables from a file by appending them with _FILE:
-ADLDAP_ADMIN_USERNAME=
-ADLDAP_ADMIN_PASSWORD=
-
-# You can set the following variables from a file by appending them with _FILE:
-ADLDAP_ACCOUNT_PREFIX=
-ADLDAP_ACCOUNT_SUFFIX=
-
-
-# LDAP authentication settings.
-ADLDAP_PASSWORD_SYNC=false
-ADLDAP_LOGIN_FALLBACK=false
-
-ADLDAP_DISCOVER_FIELD=distinguishedname
-ADLDAP_AUTH_FIELD=distinguishedname
-
-# Will allow SSO if your server provides an AUTH_USER field.
-# You can set the following variables from a file by appending them with _FILE:
-WINDOWS_SSO_ENABLED=false
-WINDOWS_SSO_DISCOVER=samaccountname
-WINDOWS_SSO_KEY=AUTH_USER
-
-# field to sync as local username.
-# You can set the following variable from a file by appending it with _FILE:
-ADLDAP_SYNC_FIELD=userprincipalname
-
-# You can disable the X-Frame-Options header if it interferes with tools like
-# Organizr. This is at your own risk. Applications running in frames run the risk
-# of leaking information to their parent frame.
-DISABLE_FRAME_HEADER=false
-
-# You can disable the Content Security Policy header when you're using an ancient browser
-# or any version of Microsoft Edge / Internet Explorer (which amounts to the same thing really)
-# This leaves you with the risk of not being able to stop XSS bugs should they ever surface.
-# This is at your own risk.
-DISABLE_CSP_HEADER=false
-
-# If you wish to track your own behavior over Firefly III, set valid analytics tracker information here.
-# Nobody uses this except for me on the demo site. But hey, feel free to use this if you want to.
-# Do not prepend the TRACKER_URL with http:// or https://
-# The only tracker supported is Matomo.
-# You can set the following variables from a file by appending them with _FILE:
-TRACKER_SITE_ID=
-TRACKER_URL=
-
-# You can fine tune the start-up of a Docker container by editing these environment variables.
-# Use this at your own risk. Disabling certain checks and features may result in lost of inconsistent data.
-# However if you know what you're doing you can significantly speed up container start times.
-# Set each value to true to enable, or false to disable.
-
-# Check if the SQLite database exists. Can be skipped if you're not using SQLite.
-# Won't significantly speed up things.
-DKR_CHECK_SQLITE=true
-
-# Run database creation and migration commands. Disable this only if you're 100% sure the DB exists
-# and is up to date.
-DKR_RUN_MIGRATION=true
-
-# Run database upgrade commands. Disable this only when you're 100% sure your DB is up-to-date
-# with the latest fixes (outside of migrations!)
-DKR_RUN_UPGRADE=true
-
-# Verify database integrity. Includes all data checks and verifications.
-# Disabling this makes Firefly III assume your DB is intact.
-DKR_RUN_VERIFY=true
-
-# Run database reporting commands. When disabled, Firefly III won't go over your data to report current state.
-# Disabling this should have no impact on data integrity or safety but it won't warn you of possible issues.
-DKR_RUN_REPORT=true
-
-# Generate OAuth2 keys.
-# When disabled, Firefly III won't attempt to generate OAuth2 Passport keys. This won't be an issue, IFF (if and only if)
-# you had previously generated keys already and they're stored in your database for restoration.
-DKR_RUN_PASSPORT_INSTALL=true
-
-# Leave the following configuration vars as is.
-# Unless you like to tinker and know what you're doing.
-APP_NAME=FireflyIII
-ADLDAP_CONNECTION=default
-BROADCAST_DRIVER=log
-QUEUE_DRIVER=sync
-CACHE_PREFIX=firefly
-SEARCH_RESULT_LIMIT=50
-PUSHER_KEY=
-PUSHER_SECRET=
-PUSHER_ID=
-DEMO_USERNAME=
-DEMO_PASSWORD=
-USE_ENCRYPTION=false
-IS_HEROKU=false
-FIREFLY_III_LAYOUT=v1
-
-#
-# If you have trouble configuring your Firefly III installation, DON'T BOTHER setting this variable.
-# It won't work. It doesn't do ANYTHING. Don't believe the lies you read online. I'm not joking.
-# This configuration value WILL NOT HELP.
-#
-# This variable is ONLY used in some of the emails Firefly III sends around. Nowhere else.
-# So when configuring anything WEB related this variable doesn't do anything. Nothing
-#
-# If you're stuck I understand you get desperate but look SOMEWHERE ELSE.
-#
-APP_URL=http://localhost

.deploy/heroku/.locales

@@ -1,30 +0,0 @@
-bg_BG
-ca_ES
-cs_CZ
-da_DK
-de_DE
-el_GR
-en_GB
-en_US
-es_ES
-fi_FI
-fr_FR
-hu_HU
-id_ID
-it_IT
-ja_JP
-nb_NO
-nl_NL
-pl_PL
-pt_BR
-pt_PT
-ro_RO
-ru_RU
-sk_SK
-sl_SI
-sv_SE
-tr_TR
-uk_UA
-vi_VN
-zh-hans_CN
-zh-hant_CN

.editorconfig

@@ -2,8 +2,17 @@ root = true
 
 [*]
 charset = utf-8
-indent_style = space
-indent_size = 2
 end_of_line = lf
+indent_size = 4
+indent_style = space
 insert_final_newline = true
 trim_trailing_whitespace = true
+
+[*.md]
+trim_trailing_whitespace = false
+
+[*.{yml,yaml}]
+indent_size = 2
+
+[docker-compose.yml]
+indent_size = 4

.env.example

@@ -1,6 +1,6 @@
 # You can leave this on "local". If you change it to production most console commands will ask for extra confirmation.
 # Never set it to "testing".
-APP_ENV=local
+APP_ENV=production
 
 # Set to true if you want to see debug information in error screens.
 APP_DEBUG=false
@@ -19,7 +19,7 @@ SITE_OWNER=mail@example.com
 APP_KEY=SomeRandomStringOf32CharsExactly
 
 # Firefly III will launch using this language (for new users and unauthenticated visitors)
-# For a list of available languages: https://github.com/firefly-iii/firefly-iii/tree/main/resources/lang
+# For a list of available languages: https://github.com/firefly-iii/firefly-iii/blob/main/config/firefly.php#L123
 #
 # If text is still in English, remember that not everything may have been translated.
 DEFAULT_LANGUAGE=en_US
@@ -45,12 +45,6 @@ TRUSTED_PROXIES=
 # Default setting 'stack' will log to 'daily' and to 'stdout' at the same time.
 LOG_CHANNEL=stack
 
-#
-# Used when logging to papertrail:
-#
-PAPERTRAIL_HOST=
-PAPERTRAIL_PORT=
-
 # Log level. You can set this from least severe to most severe:
 # debug, info, notice, warning, error, critical, alert, emergency
 # If you set it to debug your logs will grow large, and fast. If you set it to emergency probably
@@ -58,11 +52,33 @@ PAPERTRAIL_PORT=
 APP_LOG_LEVEL=notice
 
 # Audit log level.
-# Set this to "emergency" if you dont want to store audit logs, leave on info otherwise.
-AUDIT_LOG_LEVEL=info
+# The audit log is used to log notable Firefly III events on a separate channel.
+# These log entries may contain sensitive financial information.
+# The audit log is disabled by default.
+#
+# To enable it, set AUDIT_LOG_LEVEL to "info"
+# To disable it, set AUDIT_LOG_LEVEL to "emergency"
+AUDIT_LOG_LEVEL=emergency
+
+#
+# If you want, you can redirect the audit logs to another channel.
+# Set 'audit_stdout', 'audit_syslog', 'audit_errorlog' to log to the system itself.
+# Use audit_daily to log to a rotating file.
+# Use audit_papertrail to log to papertrail.
+#
+# If you do this, the audit logs may be mixed with normal logs because the settings for these channels
+# are often the same as the settings for the normal logs.
+AUDIT_LOG_CHANNEL=
+
+#
+# Used when logging to papertrail:
+# Also used when audit logs log to papertrail:
+#
+PAPERTRAIL_HOST=
+PAPERTRAIL_PORT=
 
 # Database credentials. Make sure the database exists. I recommend a dedicated user for Firefly III
-# For other database types, please see the FAQ: https://docs.firefly-iii.org/support/faq
+# For other database types, please see the FAQ: https://docs.firefly-iii.org/references/faq/install/#i-want-to-use-sqlite
 # If you use Docker or similar, you can set these variables from a file by appending them with _FILE
 # Use "pgsql" for PostgreSQL
 # Use "mysql" for MySQL and MariaDB.
@@ -95,7 +111,10 @@ PGSQL_SSL_CERT=null
 PGSQL_SSL_KEY=null
 PGSQL_SSL_CRL_FILE=null
 
-# more PostgreSQL settings
+# For postgresql 15 and up, setting this to public will no longer work as expected, becasuse the
+# 'public' schema is without grants. This can be worked around by having a super user grant those
+# necessary privileges, but in security conscious setups that's not viable.
+# You will need to set this to the schema you want to use.
 PGSQL_SCHEMA=public
 
 # If you're looking for performance improvements, you could install memcached or redis
@@ -106,7 +125,7 @@ SESSION_DRIVER=file
 # If you use Docker or similar, you can set REDIS_HOST_FILE, REDIS_PASSWORD_FILE or
 # REDIS_PORT_FILE to set the value from a file instead of from an environment variable
 
-# can be tcp, unix or http
+# can be tcp or unix. http is not supported
 REDIS_SCHEME=tcp
 
 # use only when using 'unix' for REDIS_SCHEME. Leave empty otherwise.
@@ -134,7 +153,7 @@ COOKIE_SECURE=false
 COOKIE_SAMESITE=lax
 
 # If you want Firefly III to email you, update these settings
-# For instructions, see: https://docs.firefly-iii.org/advanced-installation/email
+# For instructions, see: https://docs.firefly-iii.org/how-to/firefly-iii/advanced/notifications/#email
 # If you use Docker or similar, you can set these variables from a file by appending them with _FILE
 MAIL_MAILER=log
 MAIL_HOST=null
@@ -143,6 +162,14 @@ MAIL_FROM=changeme@example.com
 MAIL_USERNAME=null
 MAIL_PASSWORD=null
 MAIL_ENCRYPTION=null
+MAIL_SENDMAIL_COMMAND=
+
+#
+# If you use self-signed certificates for your STMP server, you can use the following settings.
+#
+MAIL_ALLOW_SELF_SIGNED=false
+MAIL_VERIFY_PEER=true
+MAIL_VERIFY_PEER_NAME=true
 
 # Other mail drivers:
 # If you use Docker or similar, you can set these variables from a file by appending them with _FILE
@@ -156,6 +183,7 @@ MAILGUN_ENDPOINT=api.mailgun.net
 # If you use Docker or similar, you can set these variables from a file by appending them with _FILE
 MANDRILL_SECRET=
 SPARKPOST_SECRET=
+MAILERSEND_API_KEY=
 
 # Firefly III can send you the following messages.
 SEND_ERROR_MESSAGE=true
@@ -163,11 +191,15 @@ SEND_ERROR_MESSAGE=true
 # These messages contain (sensitive) transaction information:
 SEND_REPORT_JOURNALS=true
 
-# Set this value to true if you want to set the location
-# of certain things, like transactions. Since this involves an external service, it's optional
-# and disabled by default.
+# Set this value to true if you want to set the location of certain things, like transactions.
+# Since this involves an external service, it's optional and disabled by default.
 ENABLE_EXTERNAL_MAP=false
 
+#
+# Enable or disable exchange rate conversion.
+#
+ENABLE_EXCHANGE_RATES=false
+
 # Set this value to true if you want Firefly III to download currency exchange rates
 # from the internet. These rates are hosted by the creator of Firefly III inside
 # an Azure Storage Container.
@@ -179,6 +211,16 @@ MAP_DEFAULT_LAT=51.983333
 MAP_DEFAULT_LONG=5.916667
 MAP_DEFAULT_ZOOM=6
 
+#
+# Some objects have room for an URL, like transactions and webhooks.
+# By default, the following protocols are allowed:
+# http, https, ftp, ftps, mailto
+#
+# To change this, set your preferred comma separated set below.
+# Be sure to include http, https and other default ones if you need to.
+#
+VALID_URL_PROTOCOLS=
+
 #
 # Firefly III authentication settings
 #
@@ -188,7 +230,7 @@ MAP_DEFAULT_ZOOM=6
 # - 'web' (default, uses built in DB)
 # - 'remote_user_guard' for Authelia etc
 # Read more about these settings in the documentation.
-# https://docs.firefly-iii.org/advanced-installation/authentication
+# https://docs.firefly-iii.org/how-to/firefly-iii/advanced/authentication/
 #
 # LDAP is no longer supported :(
 #
@@ -241,51 +283,23 @@ ALLOW_WEBHOOKS=false
 #
 # The static cron job token can be useful when you use Docker and wish to manage cron jobs.
 # 1. Set this token to any 32-character value (this is important!).
-# 2. Use this token in the cron URL instead of a user's command line token.
+# 2. Use this token in the cron URL instead of a user's command line token that you can find in /profile
 #
-# For more info: https://docs.firefly-iii.org/firefly-iii/advanced-installation/cron/
+# For more info: https://docs.firefly-iii.org/how-to/firefly-iii/advanced/cron/
 #
 # You can set this variable from a file by appending it with _FILE
 #
-STATIC_CRON_TOKEN=
+STATIC_CRON_TOKEN=PLEASE_REPLACE_WITH_32_CHAR_CODE
 
 # You can fine tune the start-up of a Docker container by editing these environment variables.
 # Use this at your own risk. Disabling certain checks and features may result in lots of inconsistent data.
 # However if you know what you're doing you can significantly speed up container start times.
 # Set each value to true to enable, or false to disable.
 
-# Set this to true to build all locales supported by Firefly III.
-# This may take quite some time (several minutes) and is generally not recommended.
-# If you wish to change or alter the list of locales, start your Docker container with
-# `docker run -v locale.gen:/etc/locale.gen -e DKR_BUILD_LOCALE=true`
-# and make sure your preferred locales are in your own locale.gen.
-DKR_BUILD_LOCALE=false
-
 # Check if the SQLite database exists. Can be skipped if you're not using SQLite.
 # Won't significantly speed up things.
 DKR_CHECK_SQLITE=true
 
-# Run database creation and migration commands. Disable this only if you're 100% sure the DB exists
-# and is up to date.
-DKR_RUN_MIGRATION=true
-
-# Run database upgrade commands. Disable this only when you're 100% sure your DB is up-to-date
-# with the latest fixes (outside of migrations!)
-DKR_RUN_UPGRADE=true
-
-# Verify database integrity. Includes all data checks and verifications.
-# Disabling this makes Firefly III assume your DB is intact.
-DKR_RUN_VERIFY=true
-
-# Run database reporting commands. When disabled, Firefly III won't go over your data to report current state.
-# Disabling this should have no impact on data integrity or safety but it won't warn you of possible issues.
-DKR_RUN_REPORT=true
-
-# Generate OAuth2 keys.
-# When disabled, Firefly III won't attempt to generate OAuth2 Passport keys. This won't be an issue, IFF (if and only if)
-# you had previously generated keys already and they're stored in your database for restoration.
-DKR_RUN_PASSPORT_INSTALL=true
-
 # Leave the following configuration vars as is.
 # Unless you like to tinker and know what you're doing.
 APP_NAME=FireflyIII
@@ -298,19 +312,28 @@ PUSHER_SECRET=
 PUSHER_ID=
 DEMO_USERNAME=
 DEMO_PASSWORD=
-IS_HEROKU=false
+
+#
+# Disable or enable the running balance column data.
+# If you enable this, please also run "php artisan firefly-iii:correct-database"
+# This will take some time the first run.
+#
+USE_RUNNING_BALANCE=false
+
+#
+# The v2 layout is very experimental. If it breaks you get to keep both parts.
+# Be wary of data loss.
+#
 FIREFLY_III_LAYOUT=v1
 
 #
-# If you have trouble configuring your Firefly III installation, DON'T BOTHER setting this variable.
-# It won't work. It doesn't do ANYTHING. Don't believe the lies you read online. I'm not joking.
-# This configuration value WILL NOT HELP.
+# Which Query Parser implementation to use for the search engine and rules
+# 'new' is experimental, 'legacy' is the classic one
 #
-# Notable exception to this rule is Synology, which, according to some users, will use APP_URL to rewrite stuff.
+QUERY_PARSER_IMPLEMENTATION=new
+
 #
-# This variable is ONLY used in some of the emails Firefly III sends around. Nowhere else.
-# So when configuring anything WEB related this variable doesn't do anything. Nothing
-#
-# If you're stuck I understand you get desperate but look SOMEWHERE ELSE.
+# Please make sure this URL matches the external URL of your Firefly III installation.
+# It is used to validate specific requests and to generate URLs in emails.
 #
 APP_URL=http://localhost

.env.testing

@@ -0,0 +1,26 @@
+APP_ENV=testing
+APP_DEBUG=true
+SITE_OWNER=mail@example.com
+APP_KEY=TestTestTestTestTestTestTestTest
+DEFAULT_LANGUAGE=en_US
+DEFAULT_LOCALE=equal
+TZ=Europe/Amsterdam
+LOG_CHANNEL=stdout
+APP_LOG_LEVEL=debug
+AUDIT_LOG_LEVEL=info
+AUDIT_LOG_CHANNEL=audit_stdout
+DB_CONNECTION=sqlite
+CACHE_DRIVER=array
+SESSION_DRIVER=array
+MAIL_MAILER=log
+SEND_ERROR_MESSAGE=true
+ENABLE_EXTERNAL_MAP=false
+ENABLE_EXTERNAL_RATES=true
+AUTHENTICATION_GUARD=web
+ALLOW_WEBHOOKS=true
+APP_NAME=FireflyIII
+BROADCAST_DRIVER=log
+QUEUE_DRIVER=sync
+CACHE_PREFIX=firefly
+FIREFLY_III_LAYOUT=v1
+APP_URL=http://localhost

.gitattributes

@@ -1,8 +1,11 @@
-* text=auto
-*.css linguist-vendored
-*.scss linguist-vendored
-*.js linguist-vendored
+* text=auto eol=lf
+
+*.blade.php diff=html
+*.css diff=css
+*.html diff=html
+*.md diff=markdown
+*.php diff=php
+
+/.github export-ignore
 CHANGELOG.md export-ignore
-/tests       export-ignore
-/phpunit.xml export-ignore
-/.ci export-ignore
+.styleci.yml export-ignore

.github/CODEOWNERS

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

.github/ISSUE_TEMPLATE/bug.yml

@@ -1,4 +1,4 @@
-name: Bug Report
+name: Bug report
 description: Report a bug in Firefly III (or associated tools)
 body:
   - type: checkboxes
@@ -12,11 +12,11 @@ body:
   - type: checkboxes
     attributes:
       label: I've found a bug and checked that ...
-      description: Make sure that your request fulfills all of the following requirements. If one requirement cannot be satisfied, explain in detail why.
+      description: Make sure that your request fulfills all of the following requirements. If one requirement cannot be satisfied, please explain why.
       options:
         - label: ... [the documentation](https://docs.firefly-iii.org/) does not mention anything about my problem
         - label: ... there are no open or closed issues that are related to my problem
-        - label: ... it's [definitely me, not you](https://github.com/firefly-iii/firefly-iii/blob/main/.github/its_you_not_me.md)
+        - label: ... it's [definitely a Firefly III issue, not me](https://github.com/firefly-iii/firefly-iii/blob/main/.github/its_you_not_me.md)
 
   - type: textarea
     attributes:
@@ -25,17 +25,10 @@ body:
     validations:
       required: true
 
-  - type: textarea
-    attributes:
-      label: Expected behaviour
-      description: Please describe precisely what you'd expect to happen.
-    validations:
-      required: true
-
   - type: textarea
     attributes:
       label: Debug information
-      description: Please provide the table from the /debug page
+      description: Please provide the table from the /debug page. Do not add backticks or quotes.
       placeholder: The output from the /debug page
     validations:
       required: true
@@ -54,4 +47,4 @@ body:
   - type: textarea
     attributes:
       label: Additional info
-      description: Please provide any additional information that seem useful.
+      description: Please provide any additional information that seems useful.

.github/ISSUE_TEMPLATE/config.yml

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

.github/ISSUE_TEMPLATE/fr.yml

@@ -1,4 +1,4 @@
-name: Feature Request
+name: Feature request
 description: Request a feature or enhancement in Firefly III (or associated tools)
 body:
   - type: checkboxes
@@ -8,9 +8,9 @@ body:
       options:
         - label: I've read the [support guidelines](https://github.com/firefly-iii/firefly-iii/blob/main/.github/support.md)
           required: true
-        - label: My request is not listed as [a very good idea, but unfortunately...](https://docs.firefly-iii.org/firefly-iii/about-firefly-iii/what-its-not/)
+        - label: My request is not listed as [a very good idea, but unfortunately...](https://docs.firefly-iii.org/explanation/more-information/what-its-not/)
           required: true
-        - label: I've used [the search](https://github.com/firefly-iii/firefly-iii/issues?q=is%3Aissue) and this has not been discussed before.
+        - label: I've used [the search](https://github.com/firefly-iii/firefly-iii/issues?q=is%3Aissue) and this has not been requested before.
           required: true
 
   - type: textarea
@@ -18,9 +18,9 @@ body:
       label: Description
       description: Please describe your feature request
       placeholder: |
-        - I would like Firefly III to do ABC.
-        - What if you would add feature XYZ?
-        - Firefly III doesn't do DEF.
+        - I would like Firefly III to do (thing).
+        - What if you would add feature (feature here)?
+        - Firefly III doesn't do (thing).
     validations:
       required: true
 
@@ -31,11 +31,6 @@ body:
     validations:
       required: true
 
-  - type: textarea
-    attributes:
-      label: What are alternatives?
-      description: Please describe what alternatives currently exist.
-
   - type: textarea
     attributes:
       label: Additional context

.github/code_of_conduct.md

@@ -2,7 +2,10 @@
 
 ## Our Pledge
 
-In the interest of fostering an open and welcoming environment, we as contributors and maintainers pledge to making participation in our project and our community a harassment-free experience for everyone, regardless of age, body size, disability, ethnicity, gender identity and expression, level of experience, nationality, personal appearance, race, religion, or sexual identity and orientation.
+In the interest of fostering an open and welcoming environment, we as contributors and maintainers pledge to making
+participation in our project and our community a harassment-free experience for everyone, regardless of age, body size,
+disability, ethnicity, gender identity and expression, level of experience, nationality, personal appearance, race,
+religion, or sexual identity and orientation.
 
 ## Our Standards
 
@@ -24,23 +27,35 @@ Examples of unacceptable behavior by participants include:
 
 ## Our Responsibilities
 
-Project maintainers are responsible for clarifying the standards of acceptable behavior and are expected to take appropriate and fair corrective action in response to any instances of unacceptable behavior.
+Project maintainers are responsible for clarifying the standards of acceptable behavior and are expected to take
+appropriate and fair corrective action in response to any instances of unacceptable behavior.
 
-Project maintainers have the right and responsibility to remove, edit, or reject comments, commits, code, wiki edits, issues, and other contributions that are not aligned to this Code of Conduct, or to ban temporarily or permanently any contributor for other behaviors that they deem inappropriate, threatening, offensive, or harmful.
+Project maintainers have the right and responsibility to remove, edit, or reject comments, commits, code, wiki edits,
+issues, and other contributions that are not aligned to this Code of Conduct, or to ban temporarily or permanently any
+contributor for other behaviors that they deem inappropriate, threatening, offensive, or harmful.
 
 ## Scope
 
-This Code of Conduct applies both within project spaces and in public spaces when an individual is representing the project or its community. Examples of representing a project or community include using an official project e-mail address, posting via an official social media account, or acting as an appointed representative at an online or offline event. Representation of a project may be further defined and clarified by project maintainers.
+This Code of Conduct applies both within project spaces and in public spaces when an individual is representing the
+project or its community. Examples of representing a project or community include using an official project e-mail
+address, posting via an official social media account, or acting as an appointed representative at an online or offline
+event. Representation of a project may be further defined and clarified by project maintainers.
 
 ## Enforcement
 
-Instances of abusive, harassing, or otherwise unacceptable behavior may be reported by contacting the project team at james@firefly-iii.org. The project team will review and investigate all complaints, and will respond in a way that it deems appropriate to the circumstances. The project team is obligated to maintain confidentiality with regard to the reporter of an incident. Further details of specific enforcement policies may be posted separately.
+Instances of abusive, harassing, or otherwise unacceptable behavior may be reported by contacting the project team at
+james@firefly-iii.org. The project team will review and investigate all complaints, and will respond in a way that it
+deems appropriate to the circumstances. The project team is obligated to maintain confidentiality with regard to the
+reporter of an incident. Further details of specific enforcement policies may be posted separately.
 
-Project maintainers who do not follow or enforce the Code of Conduct in good faith may face temporary or permanent repercussions as determined by other members of the project's leadership.
+Project maintainers who do not follow or enforce the Code of Conduct in good faith may face temporary or permanent
+repercussions as determined by other members of the project's leadership.
 
 ## Attribution
 
-This Code of Conduct is adapted from the [Contributor Covenant][homepage], version 1.4, available at [http://contributor-covenant.org/version/1/4][version]
+This Code of Conduct is adapted from the [Contributor Covenant][homepage], version 1.4, available
+at [http://contributor-covenant.org/version/1/4][version]
 
 [homepage]: http://contributor-covenant.org
+
 [version]: http://contributor-covenant.org/version/1/4/

.github/contributing.md

@@ -1,3 +1,3 @@
-# [Contributing guidelines](https://docs.firefly-iii.org/other-pages/contributing)
+# [Contributing guidelines](https://docs.firefly-iii.org/explanation/support/#contributing-code)
 
-[Contributing guidelines](https://docs.firefly-iii.org/other-pages/contributing)
+[Contributing guidelines](https://docs.firefly-iii.org/explanation/support/#contributing-code)

.github/dependabot.yml

@@ -1,11 +1,18 @@
 version: 2
 updates:
 
+  # Check for updates to GitHub Actions every week
+  - package-ecosystem: "github-actions"
+    directory: "/"
+    labels: []
+    schedule:
+      interval: "weekly"
+
   # composer updates
   - package-ecosystem: "composer"
     directory: "/" # Location of package manifests
     target-branch: develop
-    labels: ["bug"]
+    labels: []
     versioning-strategy: increase
     schedule:
       interval: "weekly"
@@ -13,16 +20,8 @@ updates:
   # yarn / JS updates
   - package-ecosystem: "npm"
     directory: "/"
+    labels: []
     target-branch: develop
-    labels: ["bug"]
-    versioning-strategy: increase
-    schedule:
-      interval: "weekly"
-
-  - package-ecosystem: "github-actions"
-    directory: "/" 
-    target-branch: develop
-    labels: ["bug"]
     versioning-strategy: increase
     schedule:
       interval: "weekly"

.github/funding.yml

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

.github/its_you_not_me.md

@@ -2,9 +2,11 @@
 
 Sometimes bugs reported to Firefly III are configuration and system problems on the user's side.
 
-If you run into any of the following problems, there's a good chance it's not a Firefly III issue, but a configuration issue.
+If you run into any of the following problems, there's a good chance it's not a Firefly III issue, but a configuration
+issue.
 
-- ⚠️ Firefly III can't connect to the database when starting or the password is wrong, even though you're sure it's correct.
+- ⚠️ Firefly III can't connect to the database when starting or the password is wrong, even though you're sure it's
+  correct.
 - ⚠️ Errors about a missing `APP_KEY` or other encryption/hash problems
 - ⚠️ You can't login due to `419` errors (page expired)
 - ⚠️ Any `500` error when starting Firefly III
@@ -13,4 +15,6 @@ If you run into any of the following problems, there's a good chance it's not a
 - ⚠️ Firefly III does not work behind your reverse proxy
 - ⚠️ You can't connect to the Data Importer due to 404's or authentication issues.
 
-If you run into an issue like this, please start a [discussion](https://github.com/firefly-iii/firefly-iii/discussions) or chat on [Gitter.im](https://gitter.im/firefly-iii/firefly-iii). There's a good chance it's not a bug but something we can fix rather quickly :+1:
+If you run into an issue like this, please start a [discussion](https://github.com/firefly-iii/firefly-iii/discussions)
+or chat on [Gitter.im](https://gitter.im/firefly-iii/firefly-iii). There's a good chance it's not a bug but something we
+can fix rather quickly :+1:

.github/label-actions.yml

@@ -0,0 +1,126 @@
+# Configuration for Label Actions - https://github.com/dessant/label-actions
+
+# The `feature` label is added to issues
+fixed:
+  issues:
+    # Post a comment, `{issue-author}` is an optional placeholder
+    comment: |
+      Hi there!
+
+      This is an automatic reply. `Share and enjoy`
+
+      This issue has been marked as fixed. Thanks for reporting! A new version will be released in due time. Unfortunately, [I cannot give an estimate](https://docs.firefly-iii.org/references/faq/firefly-iii/general/#when-will-you-release-version-the-next-version), but [the roadmap](https://roadmap.firefly-iii.org/) is available for your reading pleasure.
+
+      There is no need to close the issue. It will be closed automatically.
+
+      Thank you for your contributions.
+feature:
+  issues:
+    # Post a comment, `{issue-author}` is an optional placeholder
+    unlabel: feature
+    comment: |
+      Hi there!
+
+      This is an automatic reply. `Share and enjoy`
+
+      This issue has been marked as a feature request.
+
+      If you come across this issue, please be aware there is NO need to reply with "+1" or "I need this too" or "any updates?" or whatever. Such comments are not helpful, and do not influence [the roadmap](https://roadmap.firefly-iii.org/). Your comment may be :skull: deleted. You can subscribe to this issue to get updates.
+
+      Thank you for your contributions.
+
+epic:
+  issues:
+    # Post a comment, `{issue-author}` is an optional placeholder
+    comment: |
+      Hi there!
+
+      This is an automatic reply. `Share and enjoy`
+
+      This issue has been marked as an epic. In epics, large amounts of works are collected that will be part of a major new feature. If you have more ideas that could be a part of this epic, feel free to reply.
+
+      *However*, please be aware there is NO need to reply with "+1" or "I need this too" or "any updates?" or whatever. Such comments are not helpful, and do not influence [the roadmap](https://roadmap.firefly-iii.org/). Your comment may be :skull: deleted.
+
+      If you are merely interested in this epic's progress, you can subscribe to this issue to get updates.
+
+      Thank you for your contributions.
+
+enhancement:
+  unlabel: enhancement
+  issues:
+    # Post a comment, `{issue-author}` is an optional placeholder
+    comment: |
+      Hi there!
+
+      This is an automatic reply. `Share and enjoy`
+
+      This issue has been marked as an enhancement.
+
+      If you come across this issue, please be aware there is NO need to reply with "+1" or "I need this too" or "any updates?" or whatever. Such comments are not helpful, and do not influence [the roadmap](https://roadmap.firefly-iii.org/). Your comment may be :skull: deleted. You can subscribe to this issue to get updates.
+
+      Thank you for your contributions.
+
+triage:
+  issues:
+    # Post a comment, `{issue-author}` is an optional placeholder
+    comment: |
+      Hi there!
+
+      This is an automatic reply. `Share and enjoy`
+
+      This issue has been marked as being in triage. The root cause is not known yet, or the issue needs more investigation. You can help by sharing debug information (from `/debug`) if you also have this issue or when you haven't already done so.
+
+      Thank you for your contributions.
+
+needs-moar-debug:
+  issues:
+    comment: |
+      Hi there!
+
+      This is an automatic reply. `Share and enjoy`
+
+      To learn more about this issue, please make sure you share at least:
+
+      1. The table you can find on the `/debug` page
+      2. Firefly III version
+      2. Docker, self-hosted, or hosted by a third party?
+      3. Operating system and browser
+
+      Thank you for your contributions.
+    unlabel: needs-moar-debug
+
+
+needs-moar-logs:
+  issues:
+    comment: |
+      Hi there!
+
+      This is an automatic reply. `Share and enjoy`
+
+      To learn more about this issue, please share the relevant log files from your Firefly III or data importer installation.
+
+      The relevant instructions can be found in the documentation: [How to debug Firefly III?](https://docs.firefly-iii.org/how-to/general/debug/) Once debug mode is activated per these instructions, you can repeat your action and find the logs, depending on your method of installation. All is explained on the page.
+
+      Please share the relevant log lines in your issue, either inline or as an attachment. If you feel the logs contain sensitive information, you may also send them to [james@firefly-iii.org](mailto:james@firefly-iii.org). Without these logs, it may not be possible to properly investigate this issue.
+
+      Thank you for your contributions.
+    unlabel: needs-moar-logs
+
+v2-layout-issue:
+  issues:
+    comment: |
+      Hi there!
+
+      This is an automatic reply. `Share and enjoy`
+
+      It seems your issue is about the new v2-layout that is currently in development for Firefly III.
+
+      These issues are collected in [a GitHub discussion](https://github.com/firefly-iii/firefly-iii/issues/8361).
+
+      Please note that the v2 layout is still very much in development.
+
+      Thank you for your contributions.
+    close: true
+    close-reason: completed
+    lock: false
+    unlabel: v2-layout-issue

.github/mergify.yml

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

.github/pull_request_template.md

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

.github/release-notes/alpha.md

@@ -0,0 +1,25 @@
+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/).
+
+## Develop with Firefly III
+
+Are you interested in (future) API changes to Firefly III, or other interesting dev-related updates? Sign up to the [Firefly III developer newsletter](https://firefly-iii.kit.com/dev) to receive low-frequency updates about the development of Firefly III.
+
+## 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 +1,25 @@
+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/).
+
+## Develop with Firefly III
+
+Are you interested in (future) API changes to Firefly III, or other interesting dev-related updates? Sign up to the [Firefly III developer newsletter](https://firefly-iii.kit.com/dev) to receive low-frequency updates about the development of Firefly III.
+
+## 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 +1,25 @@
+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/).
+
+## Develop with Firefly III
+
+Are you interested in (future) API changes to Firefly III, or other interesting dev-related updates? Sign up to the [Firefly III developer newsletter](https://firefly-iii.kit.com/dev) to receive low-frequency updates about the development of Firefly III.
+
+## 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 +1,25 @@
+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/).
+
+## Develop with Firefly III
+
+Are you interested in (future) API changes to Firefly III, or other interesting dev-related updates? Sign up to the [Firefly III developer newsletter](https://firefly-iii.kit.com/dev) to receive low-frequency updates about the development of Firefly III.
+
+## 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 +1,20 @@
+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/).
+
+## Develop with Firefly III
+
+Are you interested in (future) API changes to Firefly III, or other interesting dev-related updates? Sign up to the [Firefly III developer newsletter](https://firefly-iii.kit.com/dev) to receive low-frequency updates about the development of Firefly III.
+
+## 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/stale.yml

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

.github/support.md

@@ -4,12 +4,13 @@
 
 ## Reporting an issue
 
-First of all: thank you for reporting a bug instead of ditching the tool altogether. Bugs have a lot of priority! 
+First of all: thank you for reporting a bug instead of ditching the tool altogether. Bugs have a lot of priority!
 
 1. Open bugs will have open issues, so search for one first.
 2. If your feature request is already there, vote on it with :+1: or :-1: reactions.
 3. Do NOT hijack old issues with the bug you found, open your own issue.
-4. If relevant, take the time and see if the [demo site](https://demo.firefly-iii.org/) is also suffering from your issue.
+4. If relevant, take the time and see if the [demo site](https://demo.firefly-iii.org/) is also suffering from your
+   issue.
 5. If relevant, read the [documentation](https://docs.firefly-iii.org/).
 
 Please follow these guidelines when opening new issues:
@@ -25,7 +26,8 @@ Only then [create a new issue](https://github.com/firefly-iii/firefly-iii/issues
 ## Issue closure and abandonment policy
 
 - Issues can be converted into discussions if it's not a bug or feature request.
-- Features that won't be implemented will be labelled "wontfix". [This isn't personal](https://docs.firefly-iii.org/firefly-iii/about-firefly-iii/what-its-not/).
+- Features that won't be implemented will be labelled "
+  wontfix". [This isn't personal](https://docs.firefly-iii.org/explanation/more-information/what-its-not/).
 - Issues can be closed if they're duplicates of other issues.
 - Issues can be closed if the answer is in the FAQ.
 - Issues will be closed automatically after 14 days.

.github/workflows/build.yml

@@ -1,16 +0,0 @@
-name: Sonarcloud CI
-on:
-  workflow_dispatch:
-jobs:
-  sonarcloud:
-    name: SonarCloud
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v3
-        with:
-          fetch-depth: 0  # Shallow clones should be disabled for a better relevancy of analysis
-      - name: SonarCloud Scan
-        uses: SonarSource/sonarcloud-github-action@master
-        env:
-          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}  # Needed to get PR information, if any
-          SONAR_TOKEN: ${{ secrets.SONAR_TOKEN }}

.github/workflows/cleanup.yml

@@ -1,10 +1,13 @@
 # This workflow prunes old workflow runs for an entire repository.
 
-name: Prune old builds
+name: "Chore - Prune old builds"
+
+permissions:
+  actions: write
 
 on:
   schedule:
-    - cron: '0 0 * * *'
+    - cron: '0 1 * * *'
   workflow_dispatch:
 jobs:
   prune:
@@ -12,28 +15,28 @@ jobs:
     timeout-minutes: 10
     steps:
       - name: Prune cancelled/skipped runs
-        uses: actions/github-script@v4
+        uses: actions/github-script@v8
         with:
-          github-token: ${{ secrets.GH_ACTIONS_PERSONAL_ACCESS_TOKEN }}
+          github-token: ${{ secrets.GITHUB_TOKEN }}
           script: |
-            const cancelled = await github.actions.listWorkflowRunsForRepo({
+            const cancelled = await github.rest.actions.listWorkflowRunsForRepo({
               owner: context.repo.owner,
               per_page: 100,
               repo: context.repo.repo,
               status: 'cancelled',
             });
-            
-            const skipped = await github.actions.listWorkflowRunsForRepo({
+
+            const skipped = await github.rest.actions.listWorkflowRunsForRepo({
               owner: context.repo.owner,
               per_page: 100,
               repo: context.repo.repo,
               status: 'skipped',
             });
-            
+
             for (const response of [cancelled, skipped]) {
               for (const run of response.data.workflow_runs) {
                 console.log(`Run id ${run.id} of '${run.name}' is a cancelled/skipped run. Deleting...`);
-                await github.actions.deleteWorkflowRun({
+                await github.rest.actions.deleteWorkflowRun({
                   owner: context.repo.owner,
                   repo: context.repo.repo,
                   run_id: run.id
@@ -42,39 +45,42 @@ jobs:
             }
 
       - name: Prune runs older than 3 days
-        uses: actions/github-script@v4
+        uses: actions/github-script@v8
         with:
-          github-token: ${{ secrets.GH_ACTIONS_PERSONAL_ACCESS_TOKEN }}
+          github-token: ${{ secrets.GITHUB_TOKEN }}
           script: |
             const days_to_expiration = 3;
             const ms_in_day = 86400000;
             const now = Date.now();
             const pages = 5;
-            
+
             // we don't want to prune old runs from test.yml
             // because we track the duration of runs over time
-            
+
             const workflows = [
-              'build.yml',
               'cleanup.yml',
-              'depsreview.yaml',
-              'laravel.yml',
+              'close-duplicates.yml',
+              'closed-issues.yml',
+              'debug-info-actions.yml',
+              'depsreview.yml',
+              'label-actions.yml',
               'lock.yml',
+              'release.yml',
               'stale.yml'
             ]
-            
+
             let runs_to_delete = [];
-            
+
             for (const workflow of workflows) {
               for (let page = 0; page < pages; page += 1) {
-                let response = await github.actions.listWorkflowRuns({
+                let response = await github.rest.actions.listWorkflowRuns({
                   owner: context.repo.owner,
                   page: page,
                   per_page: 100,
                   repo: context.repo.repo,
                   workflow_id: workflow
                 });
-            
+
                 if (response.data.workflow_runs.length > 0) {
                   for (const run of response.data.workflow_runs) {
                     if (now - Date.parse(run.created_at) > ms_in_day * days_to_expiration) {
@@ -84,11 +90,11 @@ jobs:
                 }
               }
             }
-            
+
             for (const run of runs_to_delete) {
               console.log(`Run id ${run[0]} of '${run[1]}' is older than ${days_to_expiration} days. Deleting...`);
               try {
-                await github.actions.deleteWorkflowRun({
+                await github.rest.actions.deleteWorkflowRun({
                   owner: context.repo.owner,
                   repo: context.repo.repo,
                   run_id: run[0]

.github/workflows/close-duplicates.yml

@@ -0,0 +1,39 @@
+name: "Issues - Command to close duplicate issues"
+
+# the workflow to execute on is comments that are newly created
+on:
+  issue_comment:
+    types: [ created ]
+
+permissions:
+  issues: write
+  checks: read
+
+jobs:
+  close_duplicates:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: github/command@v2.0.2
+        id: command
+        with:
+          allowed_contexts: "issue"
+          command: ".duplicate"
+      - name: reply
+        if: ${{ steps.command.outputs.continue == 'true' }}
+        run: |
+
+          ISSUE_TITLE=$(gh issue view ${{ steps.command.outputs.params }} --json title --jq '.title')
+
+          gh issue comment "$NUMBER" --body "Hi there!
+
+          This is an automatic reply. \`Share and enjoy\`.
+
+          Your issue is probably a duplicate of issue <span>#</span>${{ steps.command.outputs.params }}: [$ISSUE_TITLE](https://github.com/firefly-iii/firefly-iii/issues/${{ steps.command.outputs.params }}). Please refer to issue #${{ steps.command.outputs.params }} for support.
+
+          You can close this issue now. If you believe this is not in fact a duplicate, please reply and let us know. Otherwise, this issue will be automatically closed in a few days time.
+
+          Thank you for your contributions."
+        env:
+          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          GH_REPO: ${{ github.repository }}
+          NUMBER: ${{ github.event.issue.number }}

.github/workflows/closed-issues.yml

@@ -1,22 +1,25 @@
-name: "Reply to closed issue"
+---
+name: Issues - Reply to closed issue
 on:
   issues:
     types:
       - closed
 jobs:
-  auto_comment:
+  command_and_close:
     runs-on: ubuntu-latest
     steps:
-      -
-        uses: aws-actions/closed-issue-message@v1
+      - uses: aws-actions/closed-issue-message@v2
         with:
           message: |
-              Hi there! This is an automatic reply. `Share and enjoy`
-              
-              This issue is now closed. Please be aware that closed issues are not actively monitored. If you reply, you may get no response.
-                       
-              - If the original bug is not actually fixed, please feel free to open a new issue. Please refer to this issue for clarity.
-              - Follow-up questions can also be posted in a new [discussion](https://github.com/firefly-iii/firefly-iii/discussions/)
-              
-              Thank you for your consideration.
-          repo-token: "${{ secrets.GITHUB_TOKEN }}"
+            Hi there! This is an automatic reply. `Share and enjoy`
+
+            This issue is now 🔒 closed. Please be aware that closed issues are not monitored by the developer of Firefly III.
+
+            - If the original bug is not actually fixed, please open [a new issue](https://github.com/firefly-iii/firefly-iii/issues/new/choose). Refer to this issue for clarity.
+            - Follow-up questions must be posted in a new [discussion](https://github.com/firefly-iii/firefly-iii/discussions/)
+            - Further replies to this issue may get no response.
+
+            If there is more to discuss, please open [a new issue](https://github.com/firefly-iii/firefly-iii/issues/new/choose) or [discussion](https://github.com/firefly-iii/firefly-iii/discussions/).
+
+            Thank you for your contributions.
+          repo-token: ${{ secrets.GITHUB_TOKEN }}

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

@@ -0,0 +1,32 @@
+name: 'Issues - Respond to hidden commands'
+
+# the workflow to execute on is comments that are newly created
+on:
+  issues:
+    types: [ opened, edited ]
+  issue_comment:
+    types: [ created ]
+
+# permissions needed for reacting to IssueOps commands on issues and PRs
+permissions:
+  contents: read
+  pull-requests: write
+  issues: write
+  checks: read
+
+jobs:
+  respond:
+    runs-on: ubuntu-latest
+    steps:
+      - run: |
+          ISSUE_BODY=$(gh issue view $NUMBER --json body)
+          if [[ $ISSUE_BODY == *".eOxNZAmyGz6CXMyf"* ]]; then
+            gh issue comment "$NUMBER" --body "$V2_ISSUE_REPLY_BODY"
+            gh issue close "$NUMBER" --reason completed
+          fi
+        env:
+          GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          GH_REPO: ${{ github.repository }}
+          NUMBER: ${{ github.event.issue.number }}
+          V2_ISSUE_REPLY_BODY: ${{ secrets.V2_ISSUE_REPLY_BODY }}
+          LABELS: v2-layout-issue

.github/workflows/depsreview.yaml

@@ -1,14 +0,0 @@
-name: 'Dependency Review'
-on: [pull_request]
-
-permissions:
-  contents: read
-
-jobs:
-  dependency-review:
-    runs-on: ubuntu-latest
-    steps:
-      - name: 'Checkout Repository'
-        uses: actions/checkout@v3
-      - name: 'Dependency Review'
-        uses: actions/dependency-review-action@v3

.github/workflows/depsreview.yml

@@ -0,0 +1,16 @@
+name: 'Code - Dependency review'
+on: [ pull_request ]
+
+permissions:
+  contents: read
+
+jobs:
+  dependency-review:
+    runs-on: ubuntu-latest
+    steps:
+      - name: 'Checkout repository'
+        uses: actions/checkout@v5
+        with:
+          fetch-depth: 0
+      - name: 'Dependency review'
+        uses: actions/dependency-review-action@v4

.github/workflows/label-actions.yml

@@ -0,0 +1,21 @@
+name: 'Issues - Reply to specific labels'
+
+on:
+  issues:
+    types: [ labeled, unlabeled ]
+  pull_request_target:
+    types: [ labeled, unlabeled ]
+  discussion:
+    types: [ labeled, unlabeled ]
+
+permissions:
+  contents: read
+  issues: write
+  pull-requests: write
+  discussions: write
+
+jobs:
+  action:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: dessant/label-actions@v4

.github/workflows/laravel.yml

@@ -1,146 +0,0 @@
-name: Firefly III
-
-on:
-  push:
-    branches-ignore:
-      - '**'
-
-jobs:
-  prepare:
-
-    runs-on: ubuntu-latest
-
-    steps:
-      - uses: actions/checkout@v3
-      - name: Copy .env
-        run: test -f .env || cp .ci/.env.ci .env
-      - name: Prepare dependencies
-        run: |
-          set -euxo pipefail
-          export PATH=$PATH:$HOME/.composer/vendor/bin/
-          composer global require hirak/prestissimo --no-plugins --no-scripts
-          composer install --no-ansi --no-interaction --no-scripts --no-progress --prefer-dist --no-suggest
-
-          touch ./storage/database/database.sqlite
-      - name: Prepare Firefly III
-        run: |
-          chmod -R 777 storage bootstrap/cache
-          php artisan migrate --seed
-          php artisan firefly-iii:upgrade-database
-      - name: Upload database
-        uses: actions/upload-artifact@v2
-        with:
-          name: database
-          path: storage/database/database.sqlite
-      - name: Upload cache
-        uses: actions/upload-artifact@v2
-        with:
-          name: cache
-          path: bootstrap/cache/
-      - name: Upload composer cache
-        uses: actions/upload-artifact@v2
-        with:
-          name: composer
-          path: ~/.composer
-
-  laravel-tests:
-
-    runs-on: ubuntu-latest
-
-    needs:
-      - prepare
-
-    steps:
-      - uses: actions/checkout@v3
-      - name: Copy .env
-        run: test -f .env || cp .ci/.env.ci .env
-      - name: Download database
-        uses: actions/download-artifact@v2
-        with:
-          name: database
-          path: storage/database/database.sqlite
-      - name: Download cache
-        uses: actions/download-artifact@v2
-        with:
-          name: cache
-          path: bootstrap/cache/
-      - name: Download vendor
-        uses: actions/download-artifact@v2
-        with:
-          name: composer
-          path: ~/.composer
-      - name: Install composer
-        run: composer install --no-ansi --no-interaction --no-scripts --no-progress --prefer-dist --no-suggest
-
-      - name: PHPUnit tests
-        uses: php-actions/phpunit@v1
-        with:
-          config: phpunit.xml
-          memory: 512M
-
-  coding-standards:
-
-    runs-on: ubuntu-latest
-
-    needs:
-      - prepare
-
-    steps:
-      - uses: actions/checkout@v3
-      - name: Copy .env
-        run: test -f .env || cp .ci/.env.ci .env
-      - name: Download database
-        uses: actions/download-artifact@v2
-        with:
-          name: database
-          path: storage/database/database.sqlite
-      - name: Download cache
-        uses: actions/download-artifact@v2
-        with:
-          name: cache
-          path: bootstrap/cache/
-      - name: Download vendor
-        uses: actions/download-artifact@v2
-        with:
-          name: composer
-          path: ~/.composer
-      - name: install depenencies
-        run: |
-          composer global require nette/coding-standard
-          composer install --no-ansi --no-interaction --no-scripts --no-progress --prefer-dist --no-suggest
-
-      - name: Execute code standard
-        run: /home/runner/.composer/vendor/bin/ecs check app tests --config ./.ci/firefly-iii-standard.yml
-
-  phpstan:
-
-    runs-on: ubuntu-latest
-
-    needs:
-      - prepare
-
-    steps:
-      - uses: actions/checkout@v3
-      - name: Copy .env
-        run: test -f .env || cp .ci/.env.ci .env
-      - name: Download database
-        uses: actions/download-artifact@v2
-        with:
-          name: database
-          path: storage/database/database.sqlite
-      - name: Download cache
-        uses: actions/download-artifact@v2
-        with:
-          name: cache
-          path: bootstrap/cache/
-      - name: Download vendor
-        uses: actions/download-artifact@v2
-        with:
-          name: composer
-          path: ~/.composer
-      - name: Install depenencies
-        run: |
-          composer install --no-ansi --no-interaction --no-scripts --no-progress --prefer-dist --no-suggest
-
-      - name: Execute PHPStan
-        run: vendor/bin/phpstan analyse -c .ci/phpstan.neon

.github/workflows/lock.yml

@@ -1,30 +1,29 @@
-name: Lock old issues
+name: 'Issues - Lock old issues'
 
 on:
   workflow_dispatch:
   schedule:
-    - cron: '0 0 * * *'
+    - cron: '0 2 * * *'
+
+concurrency:
+  group: lock-threads
 
 permissions:
-  contents: read
+  issues: write
+  pull-requests: write
+  discussions: write
 
 jobs:
   lock:
     permissions:
-      issues: write  # for dessant/lock-threads to lock issues
-      pull-requests: write  # for dessant/lock-threads to lock PRs
+      issues: write
+      pull-requests: write
+      discussions: write
     runs-on: ubuntu-latest
     steps:
-      - uses: dessant/lock-threads@v4
+      - uses: JC5/lock-threads@v6.0.6
         with:
-          github-token: ${{ github.token }}
-          issue-lock-inactive-days: '90'
-          issue-comment: >
-            Hi there! This is an automatic reply. `Share and enjoy`
-
-            This issue is now `locked` :lock:. 
-
-            - If you feel there is more to be said about this specific issue, please feel free to open a new issue. Please refer to this issue for clarity. 
-            - Follow-up questions and comments can also be posted in a new [discussion](https://github.com/firefly-iii/firefly-iii/discussions/)
-
-            Thank you for your consideration.
+          issue-inactive-days: 21
+          pr-inactive-days: 21
+          discussion-inactive-days: 21
+          log-output: true

.github/workflows/qodana.yml

@@ -1,37 +0,0 @@
-name: Qodana
-on:
-  workflow_dispatch:
-  push:
-    branches:
-      - main
-      - develop
-  pull_request:
-    types: [ opened, synchronize, reopened ]
-jobs:
-  qodana:
-    runs-on: ubuntu-latest
-    name: 'Qodana Scan'
-    steps:
-      - name: Setup PHP with no coverage driver
-        uses: shivammathur/setup-php@v2
-        with:
-          php-version: '8.2'
-          coverage: none
-          extensions: bcmath, intl
-        env:
-          update: true
-      - uses: actions/checkout@v3
-        with:
-          fetch-depth: 0  # Shallow clones should be disabled for a better relevancy of analysis
-      - name: Install dependencies
-        run: |
-          composer install --no-scripts
-          cp .env.example .env
-          php artisan key:generate
-          php artisan clear-compiled
-          php artisan ide-helper:generate;
-
-      - name: 'Qodana Scan'
-        uses: JetBrains/qodana-action@main
-        env:
-          QODANA_TOKEN: ${{ secrets.QODANA_TOKEN }}

.github/workflows/release.yml

@@ -0,0 +1,414 @@
+name: 'Code - Create new release'
+
+on:
+  workflow_dispatch:
+    inputs:
+      version:
+        description: 'Release "v1.2.3" or "develop" or "branch-abc"'
+        required: true
+        default: 'develop'
+      phpversion:
+        description: 'PHP version'
+        required: true
+        default: '8.4'
+  schedule:
+    - cron: '0 3 * * MON'
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+        with:
+          fetch-depth: 0
+      - name: Import GPG key
+        uses: crazy-max/ghaction-import-gpg@v6
+        with:
+          gpg_private_key: ${{ secrets.GPG_PRIVATE_KEY }}
+          passphrase: ${{ secrets.PASSPHRASE }}
+          git_user_signingkey: true
+          git_commit_gpgsign: true
+      - name: Setup PHP
+        uses: shivammathur/setup-php@v2
+        with:
+          php-version: ${{ github.event.inputs.phpversion }}
+          extensions: mbstring, intl, zip, bcmath
+      - name: Switch and pull
+        run: |
+          #
+          # Always check out origin/develop, unless its a branch release.
+          #
+          BRANCH_TO_PULL=origin/develop
+          if [[ "$version" == branch* ]]; then
+            BRANCH_TO_PULL=origin/$version
+          fi
+
+          echo "Version is '$version', check out '$BRANCH_TO_PULL'-branch"
+
+          git checkout --track $BRANCH_TO_PULL
+          git pull
+          echo "Current branch is $(git branch --show-current)"
+        env:
+          version: ${{ github.event_name == 'schedule' && 'develop' || inputs.version }}
+      - name: Configure Git
+        run: |
+          # do some configuration
+          sudo timedatectl set-timezone Europe/Amsterdam
+          git config user.name JC5
+          git config user.email release@firefly-iii.org
+          git config advice.addIgnoredFile false
+          git config push.autoSetupRemote true
+      - name: Lint PHP
+        run: |
+          php_lint_file()
+          {
+              local php_file="$1"
+              php -l "$php_file" &> /dev/null
+              if [ "$?" -ne 0 ]
+              then
+                  echo -e "[FAIL] $php_file"
+                  return 1
+              fi
+          }
+
+          export -f php_lint_file
+
+          find . -path ./vendor -prune -o -name '*.php' | parallel -j 4 php_lint_file {}
+
+          if [ "$?" -ne 0 ]
+          then
+              exit 1
+          fi
+      - name: Crowdin action
+        uses: crowdin/github-action@v2
+        with:
+          upload_sources: true
+          download_translations: true
+          push_translations: false
+          push_sources: false
+        env:
+          GITHUB_TOKEN: ${{ github.token }}
+          CROWDIN_PROJECT_NR: ${{ secrets.CROWDIN_PROJECT_NR }}
+          CROWDIN_TOKEN: ${{ secrets.CROWDIN_TOKEN }}
+      - name: Cleanup changelog
+        id: cleanup-changelog
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: 'ff3:changelog'
+          output: ''
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ${{ secrets.CHANGELOG_TOKEN }}
+      - name: "Create THANKS.md"
+        id: thank-you
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: 'ff3:thank-you'
+          output: ''
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ''
+      - name: Replace version
+        id: replace-version
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: 'ff3:version'
+          output: ''
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ""
+          FF_III_VERSION: ${{ github.event_name == 'schedule' && 'develop' || inputs.version }}
+      - name: Generate JSON v1
+        id: json-v1
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: 'ff3:json-translations v1'
+          output: ''
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ''
+      - name: Generate JSON v2
+        id: json-v2
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: 'ff3:json-translations v2'
+          output: ''
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ''
+      - name: Code cleanup
+        id: code-cleanup
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: 'ff3:code'
+          output: ''
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ''
+      - name: Build JS
+        run: |
+          npm install
+          npm run prod  --workspace=v1
+          npm run build --workspace=v2
+          npm update
+      - name: Run CI
+        run: |
+          rm -rf vendor composer.lock
+          composer update --no-dev --no-scripts --no-plugins -q
+          sudo chown -R runner:docker resources/lang
+          .ci/phpcs.sh || true
+      - name: Calculate variables
+        run: |
+
+          # set some variables
+          releaseName=$version
+          originalName=$version
+          zipName=FireflyIII-$version.zip
+          tarName=FireflyIII-$version.tar.gz
+
+          # if this is a develop build, slightly different variable names.
+          if [[ "develop" == "$version" ]]; then
+            #[[ -z $(git status --untracked-files=normal --porcelain) ]] && echo "this branch is clean, no need to push..." && exit 0;
+            releaseName=$version-$(date +'%Y%m%d')
+            originalName=$releaseName
+            zipName=FireflyIII-develop.zip
+            tarName=FireflyIII-develop.tar.gz
+          fi
+
+          # if this is a branch build, also slightly different variable names.
+          if [[ "$version" == branch* ]]; then
+            #[[ -z $(git status --untracked-files=normal --porcelain) ]] && echo "this branch is clean, no need to push..." && exit 0;
+            # branch builds overrule develop
+            releaseName=$version-$(date +'%Y%m%d')
+            originalName=$releaseName
+            zipName=FireflyIII-$version.zip
+            tarName=FireflyIII-$version.tar.gz
+          fi
+
+          # in both cases, if the release or tag already exists, add ".1" until it no longer exists.
+          tagFound=true
+          tagCount=1
+          while [ "$tagFound" = true ]
+          do
+            if [ $(git tag -l "$releaseName") ]; then
+              echo "Tag $releaseName exists already."
+              releaseName="$originalName"."$tagCount"
+              echo "Tag for release is now $releaseName"
+              tagCount=$((tagCount+1))
+            else
+             echo "Tag $releaseName does not exist, can continue"
+             tagFound=false
+            fi
+          done
+
+          # set some variables
+          echo "Release name is $releaseName."
+          echo "Original name is $originalName."
+          echo "Zip name is $zipName."
+          echo "Tar name is $tarName."
+
+          # create a new branch to store the difference in.
+          BRANCH_NAME=release-$(date +'%s')
+          git checkout -b $BRANCH_NAME
+
+          echo "Temporary branch name is '$BRANCH_NAME'."
+
+          # share variables with next step.
+          echo "releaseName=$releaseName" >> "$GITHUB_ENV"
+          echo "originalName=$originalName" >> "$GITHUB_ENV"
+          echo "zipName=$zipName" >> "$GITHUB_ENV"
+          echo "tarName=$tarName" >> "$GITHUB_ENV"
+          echo "BRANCH_NAME=$BRANCH_NAME" >> "$GITHUB_ENV"
+        env:
+          version: ${{ github.event_name == 'schedule' && 'develop' || inputs.version }}
+      - name: Commit all changes
+        run: |
+          # add all content, except output.txt (this contains the changelog and/or the download instructions)
+          echo 'Add all'
+          git add -A
+          # push to a new branch.
+          echo "Auto commit on branch '$(git branch --show-current)'."
+          git commit -m "🤖 Auto commit for release '$version' on $(date +'%Y-%m-%d')" || true
+          git push
+        env:
+          version: ${{ github.event_name == 'schedule' && 'develop' || inputs.version }}
+      - name: Generate release description
+        id: release-description
+        uses: JC5/firefly-iii-dev@main
+        with:
+          action: "ff3:generate-release-notes firefly-iii ${{ inputs.version || 'develop' }}"
+          output: 'output'
+        env:
+          FIREFLY_III_ROOT: /github/workspace
+          GH_TOKEN: ""
+      - name: Merge all into working branch
+        run: |
+          MERGE_INTO=develop
+            if [[ "$version" == branch* ]]; then
+                MERGE_INTO=$version
+            fi
+
+          echo "Merge all changes from $BRANCH_NAME back into '$MERGE_INTO' using a PR"
+          PR_URL=$(gh pr create -B $MERGE_INTO -H $BRANCH_NAME --title "🤖 Automatic PR to merge all changes into the '$MERGE_INTO' branch." --body '🤖 This PR was created automatically by a GitHub action to merge the changed files into this branch. It will be merged automatically. `Share and enjoy`')
+          echo "PR URL is '$PR_URL'"
+          IFS='/' read -ra parts <<< "$PR_URL"
+          PR_NR=$(printf %s\\n "${parts[@]:(-1)}")
+          echo "PR number is '$PR_NR'"
+          gh pr merge $PR_NR -b "🤖 Automatically merge the PR into the $MERGE_INTO branch." -d --merge
+
+          # pull the changes from the $MERGE_INTO branch.
+          git checkout $MERGE_INTO
+          git merge origin/$MERGE_INTO
+          git pull
+          git status
+          echo "Current branch '$(git branch --show-current)'."
+
+          if [[ "develop" != "$version" ]] && [[ "$version" != branch* ]]; then
+            git checkout main
+            git merge origin/main
+            git pull
+            git status
+
+            echo "Also merge everything into main since this is a release."
+            echo 'create PR'
+            PR_URL=$(gh pr create -B main -H develop --title "🤖 Automatic PR to merge all changes into the main branch." --body '🤖 This PR was created automatically by a GitHub action to merge the changed files into this branch. It will be merged automatically. `Share and enjoy`')
+            echo "PR URL is '$PR_URL'"
+
+            IFS='/' read -ra parts <<< "$PR_URL"
+            PR_NR=$(printf %s\\n "${parts[@]:(-1)}")
+            echo "PR number is '$PR_NR'"
+
+            echo 'Merge PR'
+            gh pr merge $PR_NR -b "🤖 Automatically merge the PR into the main branch." --merge
+            git checkout main
+            git merge origin/main
+            git pull
+            git status
+            echo "Current branch '$(git branch --show-current)'."
+
+          fi
+          echo "DONE!"
+        env:
+          GH_TOKEN: ${{ github.token }}
+          version: ${{ github.event_name == 'schedule' && 'develop' || inputs.version }}
+      - name: Create archives
+        run: |
+          echo "Create zip file $zipName"
+          zip -rq $zipName . -x "*.git*" "*.ci*" "*.github*" "*node_modules*" "*output.txt*" "*Procfile*" "*crowdin.yml*" "*sonar-project.properties*"
+          touch $tarName
+
+          echo "Create tar file $tarName"
+          tar --exclude=$tarName --exclude=$zipName --exclude='./.git' --exclude='./.ci' --exclude='./.github' --exclude='./node_modules' --exclude='./output.txt' --exclude='./Procfile' --exclude='../crowdin.yml' --exclude='./sonar-project.properties' -czf $tarName .
+          # add sha256 sum
+          echo 'Sha sum ...'
+          sha256sum -b $zipName > $zipName.sha256
+          sha256sum -b $tarName > $tarName.sha256
+
+          # add signatures:
+          gpg --armor --detach-sign $zipName
+          gpg --armor --detach-sign $tarName
+      - name: Create release
+        run: |
+
+          # create a development release:
+          if [[ "develop" == "$version" ]]; then
+            # pull the changes from the develop branch.
+            git checkout develop
+            git merge origin/develop
+            git pull
+
+            # create the release:
+            echo "Create develop release under tag '$releaseName'."
+            git tag -a $releaseName -m "🤖 Development release '$version' on $(date +'%Y-%m-%d')"
+            git push origin $releaseName
+
+            gh release create $releaseName -p --verify-tag \
+              -t "Development release for $(date +'%Y-%m-%d')" \
+              --latest=false \
+              -F output.txt
+
+          fi
+
+          # create a branch release:
+          if [[ "$version" == branch* ]]; then
+
+            # pull the changes from the branch-* branch.
+            git checkout $version
+            git merge origin/$version
+            git pull
+
+            # create the release:
+            echo "Create branch release."
+            git tag -a $releaseName -m "Branch release '$version' on $(date +'%Y-%m-%d')"
+            git push origin $releaseName
+
+            gh release create $releaseName -p --verify-tag \
+              -t "Branch release for $(date +'%Y-%m-%d')" \
+              --latest=false \
+              -F output.txt
+
+          fi
+
+          # Create a production release.
+          if [[ "develop" != "$version" ]] && [[ "$version" != branch* ]]; then
+            git checkout main
+            git merge origin/main
+            git pull
+            git status
+
+            echo "Create prod release."
+            git tag -a $releaseName -m "Release $version"
+            git push origin $releaseName
+
+            # do not tag as latest when alpha or beta.
+            if [[ "$version" == *alpha* ]] || [[ "$version" == *beta* ]]; then
+              echo 'Mark alpha or beta as NOT the latest.'
+              gh release create $releaseName -F output.txt -t "$releaseName" --verify-tag --latest=false
+            fi
+
+            # tag as latest when NOT alpha or beta.
+            if [[ "$version" != *alpha* ]] && [[ "$version" != *beta* ]]; then
+              echo 'Mark prod as the latest.'
+              gh release create $releaseName -F output.txt -t "$releaseName" --verify-tag --latest=true
+            fi
+          fi
+        env:
+          GH_TOKEN: ${{ github.token }}
+          version: ${{ github.event_name == 'schedule' && 'develop' || inputs.version }}
+      - name: Upload artifacts
+        run: |
+          # add zip file to release.
+          echo "Upload $zipName to $releaseName"
+          gh release upload $releaseName $zipName
+          echo "Upload $tarName to $releaseName"
+          gh release upload $releaseName $tarName
+
+          # add sha256 sum to release
+          echo "Upload $zipName.sha256 to $releaseName"
+          gh release upload $releaseName $zipName.sha256
+          echo "Upload $tarName.sha256 to $releaseName"
+          gh release upload $releaseName $tarName.sha256
+
+          # add signatures to release
+          echo "Upload $zipName.asc to $releaseName"
+          gh release upload $releaseName $zipName.asc
+          echo "Upload $tarName.asc to $releaseName"
+          gh release upload $releaseName $tarName.asc
+
+          # get current HEAD and add as file to the release
+          HEAD=$(git rev-parse HEAD)
+          echo $HEAD > HEAD.txt
+          echo "Upload HEAD.txt to $releaseName"
+          gh release upload $releaseName HEAD.txt
+
+          # remove all temporary files
+          rm -f output.txt
+          rm -f HEAD.txt
+          rm -f $zipName
+          rm -f $zipName.sha256
+          rm -f $tarName
+          rm -f $tarName.sha256
+        env:
+          GH_TOKEN: ${{ github.token }}
+          version: ${{ github.event_name == 'schedule' && 'develop' || inputs.version }}

.github/workflows/stale.yml

@@ -1,7 +1,7 @@
-name: "Close stale issues"
+name: "Issues - Mark and close stale issues"
 on:
   schedule:
-    - cron: "30 1 * * *"
+    - cron: "0 4 * * *"
   workflow_dispatch:
 
 permissions:
@@ -12,23 +12,29 @@ jobs:
     permissions:
       issues: write  # for actions/stale to close stale issues
       pull-requests: write  # for actions/stale to close stale PRs
+      actions: write
     runs-on: ubuntu-latest
     steps:
-      - uses: actions/stale@v6
+      - uses: actions/stale@v10
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
-          stale-issue-message: >
-            Hi there! This is an automatic reply. `Share and enjoy`
+          stale-issue-message: |
+            Hi there!
+
+            This is an automatic reply. `Share and enjoy`
+
+            This issue has been automatically marked as stale because it has not had recent activity. It will be closed if no further activity occurs.
 
-            This issue has been automatically marked as stale because it has not had recent activity. It will be closed if no further activity occurs. 
-            
             Thank you for your contributions.
-          stale-pr-message: >
-            Hi there! This is an automatic reply. `Share and enjoy`
+          stale-pr-message: |
+            Hi there!
 
-            This PR has been automatically marked as stale because it has not had recent activity. It will be closed if no further activity occurs. 
+            This is an automatic reply. `Share and enjoy`
+
+            This PR has been automatically marked as stale because it has not had recent activity. It will be closed if no further activity occurs.
 
             Thank you for your contributions.
           days-before-stale: 14
           days-before-close: 7
-          exempt-issue-labels: 'enhancement,feature,bug,announcement,layout-v3'
+          exempt-all-milestones: true
+          exempt-issue-labels: 'triage'

.gitignore

@@ -1,10 +1,30 @@
 /node_modules
-/frontend/node_modules
 /storage/*.key
 /vendor
-/.vagrant
+public/hot
 npm-debug.log
 yarn-error.log
 .env
 /.ci/php-cs-fixer/vendor
-/.ci/coverage
+coverage.xml
+output.txt
+
+# ignore generated files.
+public/build
+
+# ignore v1 build files
+resources/assets/v1/node_modules
+resources/assets/v1/build
+public/v1/js/app.js*
+public/v1/js/app_vue.js*
+public/v1/js/create*
+public/v1/js/edit*
+public/v1/js/profile*
+public/v1/js/administrations
+public/v1/js/exchange-rates
+public/v1/js/webhooks
+
+# ignore v2 build files
+resources/assets/v2/node_modules
+resources/assets/v2/build
+public/v2/i18n

.htaccess

@@ -8,7 +8,5 @@
 # To hide directory listing
 Options All -Indexes
 
-# To prevent access to .env and other files
-<Files .*>
-    Deny from all
-</Files>
+# To prevent access any file
+Deny from all

THANKS.md

@@ -0,0 +1,211 @@
+# Thank you! :tada: :heart: :tada:
+
+Over time, many people have contributed to Firefly III. Their efforts are not always visible, but always remembered and appreciated.
+Please find below all the people who contributed to the Firefly III code. Their names are mentioned in the year of their first contribution.
+
+## 2025
+- jreyesr
+- codearena-bot
+- Nicky De Maeyer
+- Denis Iskandarov
+- Lompi
+- Jose Diaz-Gonzalez
+- SoftBrix
+
+## 2024
+- Sobuno
+- TasneemTantawy
+- Antônio Franco
+- yparitcher
+- Jhon Pedroza
+- mzhubail
+- tasnim
+- withbest
+- Steve Wasiura
+- imlonghao
+- Rahman Yusuf
+- Michael Thomas
+- WardenJakx
+- kuilin
+- Stevie Robinson
+- luzpaz
+- Lemuel Roberto Bonifácio
+- maureenferreira
+
+## 2023
+- tieu1991
+- Maxco10
+- zqye
+- Mateus Pereira
+- josephbadow
+- Christian Desktop
+- Edgars
+- Hannah K
+- noxonad
+- Kaijia Feng
+- Marc Ordinas i Llopis
+- Kuba Turek
+- Julien Stébenne
+
+## 2022
+- Johannes Zellner
+- Janne Heß
+- charlesteets
+- Nathan PERIER
+- Jan Willhaus
+- canoine
+- Rick Cuddy
+- James
+- Hugo Meyronneinc
+- naveen
+- neilnaveen
+- naveensrinivasan
+- Federico Micelli
+- George Hahn
+
+## 2021
+- StillLoading
+- Igor Rzegocki
+- Lorenzo Breda
+- Hosh
+- Flightkick
+- alex6480
+- VREEdom
+- Hamza FADIL
+- Kasper Læssø Sørensen
+- Alex
+- Jeroen De Meerleer
+- Ruben van Erk
+- Fabian Zimmermann
+- Mirko Berger
+- KaihatsuOnline
+- MihataBG
+
+## 2020
+- Hannes Körber
+- Julien Cassagne
+- bu4ak
+- Viktor Yakovlev
+- Oliver Kaufmann
+- Arvind Chembarpu
+- GrayStrider
+- psychowood
+- Hosh Sadiq
+- emansih
+- Aniruddha Maru
+- johnny
+- sephrat
+- bpatath
+- Florian Dupret
+- Maxim Kurbatov
+- Lucas Guima
+- Sandro
+- Ruben Verhoef
+- Daniel Idzerda
+- Calum Smith
+- Agraphie
+- Tomer Shvueli
+- Tomer S
+
+## 2019
+- Pascal Jungblut
+- Justyn Shull
+- Timendum
+- Nicolas Lœuillet
+- Dominic Guhl
+- Melroy van den Berg
+- Henning Stein
+- Jan Klepek
+- Jonathan
+- Geoffrey “Frogeye” Preud'homme
+- Michael Fix
+- Juraj Mlich
+- Eddybrando Vásquez
+- hulloanson
+- Will Rouesnel
+- lastlink
+- Mr. Funk
+- Simon Taddiken
+- Joris
+- Bastiaan Nijkamp
+
+## 2018
+- a1ex4
+- Daniel Quah
+- Marco Lourenço
+- Dennis Enderink
+- Luca Bognolo
+- Mike Conway
+- Ben
+- Mathieu Post
+- George Hertz
+- HamuZ HamuZ
+- David Meiseles
+- Erik Gelderblom
+- Luca Vallerini
+- Clemens Wijnekus
+- Jacob Weisz
+- Mateusz Gozdek
+- anmol26s
+- Kevin Hellemun
+- Shashank M Chakravarthy
+- Nico Schreiner
+- Paul Sohier
+- Brenden Conte
+- Ben Yanke
+- Andrew Prokhorenkov
+- devlearner
+- Kelvin
+- J'informatique
+
+## 2017
+- Victor Mosin
+- Justin
+- Hugo van Duijn
+- Lukas Winkler
+- Marcin Szymanski
+- Jens Kat
+- koziolek
+- jleeong
+- Simon Hanna
+- richard & xeli.eu
+- Sergey Besedin
+- Welbert Serra
+- Joris de Vries
+- Patrick Kostjens
+- Enrico Lamperti
+- Christian Musa
+- Enno Lohmeier
+
+## 2016
+- Sander
+- Toon Schoenmakers
+- Telyn
+- Sander Kleykens
+- Tom van der Werf
+- Matthew Peck
+- Sander Mulders
+- Bonno Nachtegaal-Karels
+- Niek Haarman
+- Edwin
+- Thijs Alkemade
+- zjean
+- Graham Miller
+- Robert Horlings
+- leander091
+
+## 2015
+- Antonio Spinelli
+- Colin O'Dell
+- RonaldvanMeer
+- Richard Ebbers
+- Balazs Varkonyi
+- Niek van der Kooy
+- Ilya Kil
+
+## 2014
+- Stewart Malik
+- Graham Campbell
+
+
+Thank you for all your support!

app.json

@@ -1,65 +0,0 @@
-{
-  "name": "Firefly III",
-  "description": "A free and open source personal finances manager",
-  "repository": "https://github.com/firefly-iii/firefly-iii",
-  "website": "https://firefly-iii.org/",
-  "logo": "https://raw.githubusercontent.com/firefly-iii/firefly-iii/main/public/mstile-150x150.png",
-  "keywords": [
-    "finance",
-    "finances",
-    "manager",
-    "management",
-    "euro",
-    "dollar",
-    "laravel",
-    "money",
-    "currency",
-    "financials",
-    "financial",
-    "budgets",
-    "administration",
-    "tool",
-    "tooling",
-    "help",
-    "helper",
-    "assistant",
-    "planning",
-    "organizing",
-    "bills",
-    "personal finance",
-    "budgets",
-    "budgeting",
-    "budgeting tool",
-    "budgeting application",
-    "transactions",
-    "self hosted",
-    "self-hosted",
-    "transfers",
-    "management"
-  ],
-  "addons": [
-    {
-      "plan": "heroku-postgresql",
-      "options": {
-        "version": "12"
-      }
-    }
-  ],
-  "scripts": {
-    "postdeploy": "php artisan migrate:refresh --seed;php artisan firefly:instructions install"
-  },
-  "buildpacks": [
-    {
-      "url": "heroku/php"
-    },
-    {
-      "url": "https://github.com/heroku/heroku-buildpack-locale"
-    }
-  ],
-  "env": {
-    "APP_KEY": {
-      "description": "This key is used to create app cookies en secure attachments.",
-      "value": "base64:If1gJN4pyycXTq+WS5TjneDympKuu+8SKvTl6RZnhJg="
-    }
-  }
-}

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,14 +26,17 @@ namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\AccountTypeEnum;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Support\Debug\Timer;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Facades\Steam;
 use FireflyIII\Support\Http\Api\AccountFilter;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
-use JsonException;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class AccountController
@@ -41,6 +45,11 @@ 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 $acceptedRoles = [UserRoleEnum::READ_ONLY];
+
+    /** @var array<int, string> */
     private array                      $balanceTypes;
     private AccountRepositoryInterface $repository;
 
@@ -52,74 +61,87 @@ 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);
             }
         );
-        $this->balanceTypes = [AccountType::ASSET, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE,];
+        $this->balanceTypes = [AccountTypeEnum::ASSET->value, AccountTypeEnum::LOAN->value, AccountTypeEnum::DEBT->value, AccountTypeEnum::MORTGAGE->value];
     }
 
     /**
      * Documentation for this endpoint:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getAccountsAC
      *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     * @throws JsonException
      * @throws FireflyException
      * @throws FireflyException
      */
     public function accounts(AutocompleteRequest $request): JsonResponse
     {
-        $data  = $request->getData();
-        $types = $data['types'];
-        $query = $data['query'];
-        $date  = $data['date'] ?? today(config('app.timezone'));
+        $data        = $request->getData();
+        $types       = $data['types'];
+        $query       = $data['query'];
+        $date        = $data['date'];
+        $return      = [];
+        $timer       = Timer::getInstance();
+        $timer->start(sprintf('AC accounts "%s"', $query));
+        $result      = $this->repository->searchAccount((string) $query, $types, $this->parameters->get('limit'));
 
-        $return          = [];
-        $result          = $this->repository->searchAccount((string)$query, $types, $data['limit']);
-        $defaultCurrency = app('amount')->getDefaultCurrency();
+        // set date to end-of-day for account balance. so it is at $date 23:59:59
+        $date->endOfDay();
+
+        $allBalances = Steam::accountsBalancesOptimized($result, $date, $this->primaryCurrency, $this->convertToPrimary);
 
         /** @var Account $account */
         foreach ($result as $account) {
             $nameWithBalance = $account->name;
-            $currency        = $this->repository->getAccountCurrency($account) ?? $defaultCurrency;
-
+            $currency        = $this->repository->getAccountCurrency($account) ?? $this->primaryCurrency;
+            $useCurrency     = $currency;
             if (in_array($account->accountType->type, $this->balanceTypes, true)) {
-                $balance         = app('steam')->balance($account, $date);
-                $nameWithBalance = sprintf('%s (%s)', $account->name, app('amount')->formatAnything($currency, $balance, false));
+                // this one is correct.
+                Log::debug(sprintf('accounts: Call finalAccountBalance with date/time "%s"', $date->toIso8601String()));
+                $balance         = $allBalances[$account->id] ?? [];
+                $key             = $this->convertToPrimary && $currency->id !== $this->primaryCurrency->id ? 'pc_balance' : 'balance';
+                $useCurrency     = $this->convertToPrimary && $currency->id !== $this->primaryCurrency->id ? $this->primaryCurrency : $currency;
+                $amount          = $balance[$key] ?? '0';
+                $nameWithBalance = sprintf('%s (%s)', $account->name, Amount::formatAnything($useCurrency, $amount, false));
             }
 
-            $return[] = [
-                'id'                      => (string)$account->id,
-                'name'                    => $account->name,
-                'name_with_balance'       => $nameWithBalance,
-                'type'                    => $account->accountType->type,
-                'currency_id'             => $currency->id,
-                'currency_name'           => $currency->name,
-                'currency_code'           => $currency->code,
-                'currency_symbol'         => $currency->symbol,
-                'currency_decimal_places' => $currency->decimal_places,
+            $return[]        = [
+                'id'                              => (string) $account->id,
+                'name'                            => $account->name,
+                'name_with_balance'               => $nameWithBalance,
+                'active'                          => $account->active,
+                'type'                            => $account->accountType->type,
+                'currency_id'                     => (string) $useCurrency->id,
+                'currency_name'                   => $useCurrency->name,
+                'currency_code'                   => $useCurrency->code,
+                'currency_symbol'                 => $useCurrency->symbol,
+                'currency_decimal_places'         => $useCurrency->decimal_places,
+                'account_currency_id'             => (string) $currency->id,
+                'account_currency_name'           => $currency->name,
+                'account_currency_code'           => $currency->code,
+                'account_currency_symbol'         => $currency->symbol,
+                'account_currency_decimal_places' => $currency->decimal_places,
             ];
         }
 
         // custom order.
-        $order = [AccountType::ASSET, AccountType::REVENUE, AccountType::EXPENSE];
         usort(
             $return,
-            function ($a, $b) use ($order) {
-                $pos_a = array_search($a['type'], $order, true);
-                $pos_b = array_search($b['type'], $order, true);
+            static function (array $left, array $right) {
+                $order = [AccountTypeEnum::ASSET->value, AccountTypeEnum::REVENUE->value, AccountTypeEnum::EXPENSE->value];
+                $posA  = (int) array_search($left['type'], $order, true);
+                $posB  = (int) array_search($right['type'], $order, true);
 
-                return $pos_a - $pos_b;
+                return $posA - $posB;
             }
         );
+        $timer->stop(sprintf('AC accounts "%s"', $query));
 
-        return response()->json($return);
+        return response()->api($return);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * BillController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,9 +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;
 
 /**
@@ -36,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class BillController extends Controller
 {
     private BillRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_SUBSCRIPTIONS];
 
     /**
      * BillController constructor.
@@ -45,10 +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);
             }
@@ -58,26 +60,19 @@ class BillController extends Controller
     /**
      * Documentation for this endpoint is at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getBillsAC
-     * TODO expand API to add active field.
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
      */
     public function bills(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();
-        $result   = $this->repository->searchBill($data['query'], $data['limit']);
+        $result   = $this->repository->searchBill($data['query'], $this->parameters->get('limit'));
         $filtered = $result->map(
-            static function (Bill $item) {
-                return [
-                    'id'     => (string)$item->id,
-                    'name'   => $item->name,
-                    'active' => $item->active,
-                ];
-            }
+            static fn (Bill $item) => [
+                'id'     => (string) $item->id,
+                'name'   => $item->name,
+                'active' => $item->active,
+            ]
         );
 
-        return response()->json($filtered->toArray());
+        return response()->api($filtered->toArray());
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * BudgetController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,9 +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;
 
 /**
@@ -36,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class BudgetController extends Controller
 {
     private BudgetRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_BUDGETS];
 
     /**
      * BudgetController constructor.
@@ -45,10 +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);
             }
@@ -58,24 +60,19 @@ class BudgetController extends Controller
     /**
      * Documentation for this endpoint is at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getBudgetsAC
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
      */
     public function budgets(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();
-        $result   = $this->repository->searchBudget($data['query'], $data['limit']);
+        $result   = $this->repository->searchBudget($data['query'], $this->parameters->get('limit'));
         $filtered = $result->map(
-            static function (Budget $item) {
-                return [
-                    'id'   => (string)$item->id,
-                    'name' => $item->name,
-                ];
-            }
+            static fn (Budget $item) => [
+                'id'     => (string) $item->id,
+                'name'   => $item->name,
+                'active' => $item->active,
+            ]
         );
 
-        return response()->json($filtered);
+        return response()->api($filtered->toArray());
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * CategoryController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,9 +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;
 
 /**
@@ -36,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class CategoryController extends Controller
 {
     private CategoryRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * CategoryController constructor.
@@ -45,10 +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);
             }
@@ -58,24 +60,18 @@ class CategoryController extends Controller
     /**
      * Documentation for this endpoint is at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getCategoriesAC
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
      */
     public function categories(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();
-        $result   = $this->repository->searchCategory($data['query'], $data['limit']);
+        $result   = $this->repository->searchCategory($data['query'], $this->parameters->get('limit'));
         $filtered = $result->map(
-            static function (Category $item) {
-                return [
-                    'id'   => (string)$item->id,
-                    'name' => $item->name,
-                ];
-            }
+            static fn (Category $item) => [
+                'id'   => (string) $item->id,
+                'name' => $item->name,
+            ]
         );
 
-        return response()->json($filtered);
+        return response()->api($filtered->toArray());
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * CurrencyController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -23,11 +24,12 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V1\Controllers\Autocomplete;
 
+use Deprecated;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Autocomplete\AutocompleteRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
-use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -36,6 +38,7 @@ use Illuminate\Http\JsonResponse;
 class CurrencyController extends Controller
 {
     private CurrencyRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * CurrencyController constructor.
@@ -45,10 +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);
             }
@@ -58,21 +61,17 @@ class CurrencyController extends Controller
     /**
      * Documentation for this endpoint is at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getCurrenciesAC
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
      */
     public function currencies(AutocompleteRequest $request): JsonResponse
     {
         $data       = $request->getData();
-        $collection = $this->repository->searchCurrency($data['query'], $data['limit']);
+        $collection = $this->repository->searchCurrency($data['query'], $this->parameters->get('limit'));
         $result     = [];
 
         /** @var TransactionCurrency $currency */
         foreach ($collection as $currency) {
             $result[] = [
-                'id'             => (string)$currency->id,
+                'id'             => (string) $currency->id,
                 'name'           => $currency->name,
                 'code'           => $currency->code,
                 'symbol'         => $currency->symbol,
@@ -80,28 +79,24 @@ class CurrencyController extends Controller
             ];
         }
 
-        return response()->json($result);
+        return response()->api($result);
     }
 
     /**
      * Documentation for this endpoint is at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getCurrenciesCodeAC
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     * @deprecated
      */
+    #[Deprecated]
     public function currenciesWithCode(AutocompleteRequest $request): JsonResponse
     {
         $data       = $request->getData();
-        $collection = $this->repository->searchCurrency($data['query'], $data['limit']);
+        $collection = $this->repository->searchCurrency($data['query'], $this->parameters->get('limit'));
         $result     = [];
 
         /** @var TransactionCurrency $currency */
         foreach ($collection as $currency) {
             $result[] = [
-                'id'             => (string)$currency->id,
+                'id'             => (string) $currency->id,
                 'name'           => sprintf('%s (%s)', $currency->name, $currency->code),
                 'code'           => $currency->code,
                 'symbol'         => $currency->symbol,
@@ -109,6 +104,6 @@ class CurrencyController extends Controller
             ];
         }
 
-        return response()->json($result);
+        return response()->api($result);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * ObjectGroupController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,9 +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;
 
 /**
@@ -36,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class ObjectGroupController extends Controller
 {
     private ObjectGroupRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * CurrencyController constructor.
@@ -45,10 +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);
             }
@@ -58,26 +60,22 @@ class ObjectGroupController extends Controller
     /**
      * Documentation for this endpoint is at:
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getObjectGroupsAC
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
      */
     public function objectGroups(AutocompleteRequest $request): JsonResponse
     {
         $data   = $request->getData();
         $return = [];
-        $result = $this->repository->search($data['query'], $data['limit']);
+        $result = $this->repository->search($data['query'], $this->parameters->get('limit'));
 
         /** @var ObjectGroup $objectGroup */
         foreach ($result as $objectGroup) {
             $return[] = [
-                'id'    => (string)$objectGroup->id,
+                'id'    => (string) $objectGroup->id,
                 'name'  => $objectGroup->title,
                 'title' => $objectGroup->title,
             ];
         }
 
-        return response()->json($return);
+        return response()->api($return);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * PiggyBankController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,10 +26,12 @@ 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\Models\TransactionCurrency;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
-use FireflyIII\User;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -38,6 +41,7 @@ class PiggyBankController extends Controller
 {
     private AccountRepositoryInterface   $accountRepository;
     private PiggyBankRepositoryInterface $piggyRepository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_PIGGY_BANKS];
 
     /**
      * PiggyBankController constructor.
@@ -47,91 +51,76 @@ 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
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function piggyBanks(AutocompleteRequest $request): JsonResponse
     {
-        $data            = $request->getData();
-        $piggies         = $this->piggyRepository->searchPiggyBank($data['query'], $data['limit']);
-        $defaultCurrency = app('amount')->getDefaultCurrency();
-        $response        = [];
+        $data     = $request->getData();
+        $piggies  = $this->piggyRepository->searchPiggyBank($data['query'], $this->parameters->get('limit'));
+        $response = [];
 
         /** @var PiggyBank $piggy */
         foreach ($piggies as $piggy) {
-            $currency    = $this->accountRepository->getAccountCurrency($piggy->account) ?? $defaultCurrency;
+            $currency    = $piggy->transactionCurrency;
             $objectGroup = $piggy->objectGroups()->first();
             $response[]  = [
-                'id'                      => (string)$piggy->id,
+                'id'                      => (string) $piggy->id,
                 'name'                    => $piggy->name,
-                'currency_id'             => (string)$currency->id,
+                'currency_id'             => (string) $currency->id,
                 'currency_name'           => $currency->name,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'object_group_id'         => null === $objectGroup ? null : (string)$objectGroup->id,
+                'object_group_id'         => null === $objectGroup ? null : (string) $objectGroup->id,
                 'object_group_title'      => $objectGroup?->title,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getPiggiesBalanceAC
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function piggyBanksWithBalance(AutocompleteRequest $request): JsonResponse
     {
-        $data            = $request->getData();
-        $piggies         = $this->piggyRepository->searchPiggyBank($data['query'], $data['limit']);
-        $defaultCurrency = app('amount')->getDefaultCurrency();
-        $response        = [];
+        $data     = $request->getData();
+        $piggies  = $this->piggyRepository->searchPiggyBank($data['query'], $this->parameters->get('limit'));
+        $response = [];
+
         /** @var PiggyBank $piggy */
         foreach ($piggies as $piggy) {
-            $currency      = $this->accountRepository->getAccountCurrency($piggy->account) ?? $defaultCurrency;
-            $currentAmount = $this->piggyRepository->getRepetition($piggy)->currentamount ?? '0';
+            /** @var TransactionCurrency $currency */
+            $currency      = $piggy->transactionCurrency;
+            $currentAmount = $this->piggyRepository->getCurrentAmount($piggy);
             $objectGroup   = $piggy->objectGroups()->first();
             $response[]    = [
-                'id'                      => (string)$piggy->id,
+                'id'                      => (string) $piggy->id,
                 'name'                    => $piggy->name,
                 'name_with_balance'       => sprintf(
                     '%s (%s / %s)',
                     $piggy->name,
-                    app('amount')->formatAnything($currency, $currentAmount, false),
-                    app('amount')->formatAnything($currency, $piggy->targetamount, false),
+                    Amount::formatAnything($currency, $currentAmount, false),
+                    Amount::formatAnything($currency, $piggy->target_amount, false),
                 ),
-                'currency_id'             => (string)$currency->id,
+                'currency_id'             => (string) $currency->id,
                 'currency_name'           => $currency->name,
                 'currency_code'           => $currency->code,
                 'currency_symbol'         => $currency->symbol,
                 'currency_decimal_places' => $currency->decimal_places,
-                'object_group_id'         => null === $objectGroup ? null : (string)$objectGroup->id,
+                'object_group_id'         => null === $objectGroup ? null : (string) $objectGroup->id,
                 'object_group_title'      => $objectGroup?->title,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * RecurrenceController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,6 +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;
@@ -35,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class RecurrenceController extends Controller
 {
     private RecurringRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_RECURRING];
 
     /**
      * RecurrenceController constructor.
@@ -44,38 +47,32 @@ 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
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function recurring(AutocompleteRequest $request): JsonResponse
     {
         $data        = $request->getData();
-        $recurrences = $this->repository->searchRecurrence($data['query'], $data['limit']);
+        $recurrences = $this->repository->searchRecurrence($data['query'], $this->parameters->get('limit'));
         $response    = [];
 
         /** @var Recurrence $recurrence */
         foreach ($recurrences as $recurrence) {
             $response[] = [
-                'id'          => (string)$recurrence->id,
+                'id'          => (string) $recurrence->id,
                 'name'        => $recurrence->title,
                 'description' => $recurrence->description,
+                'active'      => $recurrence->active,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * RuleController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,6 +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;
@@ -35,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class RuleController extends Controller
 {
     private RuleRepositoryInterface $repository;
+    protected array                 $acceptedRoles = [UserRoleEnum::READ_RULES];
 
     /**
      * RuleController constructor.
@@ -44,26 +47,20 @@ 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
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function rules(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();
-        $rules    = $this->repository->searchRule($data['query'], $data['limit']);
+        $rules    = $this->repository->searchRule($data['query'], $this->parameters->get('limit'));
         $response = [];
 
         /** @var Rule $rule */
@@ -72,9 +69,10 @@ class RuleController extends Controller
                 'id'          => (string)$rule->id,
                 'name'        => $rule->title,
                 'description' => $rule->description,
+                'active'      => $rule->active,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * RuleGroupController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,6 +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;
@@ -35,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class RuleGroupController extends Controller
 {
     private RuleGroupRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_RULES];
 
     /**
      * RuleGroupController constructor.
@@ -44,37 +47,32 @@ 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
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function ruleGroups(AutocompleteRequest $request): JsonResponse
     {
         $data     = $request->getData();
-        $groups   = $this->repository->searchRuleGroup($data['query'], $data['limit']);
+        $groups   = $this->repository->searchRuleGroup($data['query'], $this->parameters->get('limit'));
         $response = [];
 
         /** @var RuleGroup $group */
         foreach ($groups as $group) {
             $response[] = [
-                'id'          => (string)$group->id,
+                'id'          => (string) $group->id,
                 'name'        => $group->title,
                 'description' => $group->description,
+                'active'      => $group->active,
             ];
         }
 
-        return response()->json($response);
+        return response()->api($response);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * TagController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,9 +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;
 
 /**
@@ -36,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class TagController extends Controller
 {
     private TagRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * TagController constructor.
@@ -45,39 +47,31 @@ 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
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function tags(AutocompleteRequest $request): JsonResponse
     {
-        $data = $request->getData();
-
-        $result = $this->repository->searchTags($data['query'], $data['limit']);
+        $data   = $request->getData();
+        $result = $this->repository->searchTags($data['query'], $this->parameters->get('limit'));
         $array  = [];
+
         /** @var Tag $tag */
         foreach ($result as $tag) {
             $array[] = [
-                'id'   => (string)$tag->id,
+                'id'   => (string) $tag->id,
                 'name' => $tag->tag,
                 'tag'  => $tag->tag,
             ];
         }
 
-        return response()->json($array);
+        return response()->api($array);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * TransactionController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,10 +26,11 @@ 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\TransactionGroup;
 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;
 
@@ -37,6 +39,7 @@ use Illuminate\Support\Collection;
  */
 class TransactionController extends Controller
 {
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
     private TransactionGroupRepositoryInterface $groupRepository;
     private JournalRepositoryInterface          $repository;
 
@@ -48,30 +51,23 @@ class TransactionController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user                  = auth()->user();
+                $this->validateUserGroup($request);
                 $this->repository      = app(JournalRepositoryInterface::class);
                 $this->groupRepository = app(TransactionGroupRepositoryInterface::class);
-                $this->repository->setUser($user);
-                $this->groupRepository->setUser($user);
+                $this->repository->setUser($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
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function transactions(AutocompleteRequest $request): JsonResponse
     {
-        $data   = $request->getData();
-        $result = $this->repository->searchJournalDescriptions($data['query'], $data['limit']);
+        $data     = $request->getData();
+        $result   = $this->repository->searchJournalDescriptions($data['query'], $this->parameters->get('limit'));
 
         // limit and unique
         $filtered = $result->unique('description');
@@ -80,32 +76,24 @@ class TransactionController extends Controller
         /** @var TransactionJournal $journal */
         foreach ($filtered as $journal) {
             $array[] = [
-                'id'                   => (string)$journal->id,
-                'transaction_group_id' => (string)$journal->transaction_group_id,
+                'id'                   => (string) $journal->id,
+                'transaction_group_id' => (string) $journal->transaction_group_id,
                 'name'                 => $journal->description,
                 'description'          => $journal->description,
             ];
         }
 
-        return response()->json($array);
+        return response()->api($array);
     }
 
-    /**
-     * This endpoint is documented at:
-     * * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getTransactionsIDAC
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function transactionsWithID(AutocompleteRequest $request): JsonResponse
     {
         $data   = $request->getData();
         $result = new Collection();
         if (is_numeric($data['query'])) {
             // search for group, not journal.
-            $firstResult = $this->groupRepository->find((int)$data['query']);
-            if (null !== $firstResult) {
+            $firstResult = $this->groupRepository->find((int) $data['query']);
+            if ($firstResult instanceof TransactionGroup) {
                 // group may contain multiple journals, each a result:
                 foreach ($firstResult->transactionJournals as $journal) {
                     $result->push($journal);
@@ -113,22 +101,22 @@ class TransactionController extends Controller
             }
         }
         if (!is_numeric($data['query'])) {
-            $result = $this->repository->searchJournalDescriptions($data['query'], $data['limit']);
+            $result = $this->repository->searchJournalDescriptions($data['query'], $this->parameters->get('limit'));
         }
 
         // limit and unique
-        $array = [];
+        $array  = [];
 
         /** @var TransactionJournal $journal */
         foreach ($result as $journal) {
             $array[] = [
-                'id'                   => (string)$journal->id,
-                'transaction_group_id' => (string)$journal->transaction_group_id,
+                'id'                   => (string) $journal->id,
+                'transaction_group_id' => (string) $journal->transaction_group_id,
                 'name'                 => sprintf('#%d: %s', $journal->transaction_group_id, $journal->description),
                 'description'          => sprintf('#%d: %s', $journal->transaction_group_id, $journal->description),
             ];
         }
 
-        return response()->json($array);
+        return response()->api($array);
     }
 }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * TransactionTypeController.php
  * Copyright (c) 2020 james@firefly-iii.org
@@ -25,6 +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;
@@ -35,6 +37,7 @@ use Illuminate\Http\JsonResponse;
 class TransactionTypeController extends Controller
 {
     private TransactionTypeRepositoryInterface $repository;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * TransactionTypeController constructor.
@@ -44,6 +47,7 @@ class TransactionTypeController extends Controller
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
+                $this->validateUserGroup($request);
                 $this->repository = app(TransactionTypeRepositoryInterface::class);
 
                 return $next($request);
@@ -51,31 +55,22 @@ class TransactionTypeController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at
-     * * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/autocomplete/getTransactionTypesAC
-     *
-     * @param  AutocompleteRequest  $request
-     *
-     * @return JsonResponse
-
-     */
     public function transactionTypes(AutocompleteRequest $request): JsonResponse
     {
         $data  = $request->getData();
-        $types = $this->repository->searchTypes($data['query'], $data['limit']);
+        $types = $this->repository->searchTypes($data['query'], $this->parameters->get('limit'));
         $array = [];
 
         /** @var TransactionType $type */
         foreach ($types as $type) {
             // different key for consistency.
             $array[] = [
-                'id'   => (string)$type->id,
+                'id'   => (string) $type->id,
                 'name' => $type->type,
                 'type' => $type->type,
             ];
         }
 
-        return response()->json($array);
+        return response()->api($array);
     }
 }

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

@@ -24,20 +24,19 @@ declare(strict_types=1);
 
 namespace FireflyIII\Api\V1\Controllers\Chart;
 
-use Carbon\Carbon;
 use FireflyIII\Api\V1\Controllers\Controller;
-use FireflyIII\Api\V1\Requests\Data\DateRequest;
+use FireflyIII\Api\V1\Requests\Chart\ChartRequest;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
+use FireflyIII\Models\TransactionCurrency;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
-use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
+use FireflyIII\Support\Facades\Steam;
 use FireflyIII\Support\Http\Api\ApiSupport;
-use FireflyIII\User;
+use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
 use Illuminate\Http\JsonResponse;
-use JsonException;
-use Psr\Container\ContainerExceptionInterface;
-use Psr\Container\NotFoundExceptionInterface;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class AccountController
@@ -45,27 +44,26 @@ use Psr\Container\NotFoundExceptionInterface;
 class AccountController extends Controller
 {
     use ApiSupport;
+    use CleansChartData;
+    use CollectsAccountsFromFilter;
 
-    private CurrencyRepositoryInterface $currencyRepository;
-    private AccountRepositoryInterface  $repository;
+    protected array $acceptedRoles            = [UserRoleEnum::READ_ONLY];
+
+    private array                  $chartData = [];
+    private AccountRepositoryInterface $repository;
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                /** @var User $user */
-                $user             = auth()->user();
                 $this->repository = app(AccountRepositoryInterface::class);
-                $this->repository->setUser($user);
-
-                $this->currencyRepository = app(CurrencyRepositoryInterface::class);
-                $this->currencyRepository->setUser($user);
+                $this->validateUserGroup($request);
+                $this->repository->setUserGroup($this->userGroup);
+                $this->repository->setUser($this->user);
 
                 return $next($request);
             }
@@ -73,73 +71,95 @@ class AccountController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/charts/getChartAccountOverview
-     *
-     * @param  DateRequest  $request
-     *
-     * @return JsonResponse
      * @throws FireflyException
-     * @throws JsonException
-     * @throws ContainerExceptionInterface
-     * @throws NotFoundExceptionInterface
      */
-    public function overview(DateRequest $request): JsonResponse
+    public function overview(ChartRequest $request): JsonResponse
     {
-        // parameters for chart:
-        $dates = $request->getAll();
-        /** @var Carbon $start */
-        $start = $dates['start'];
-        /** @var Carbon $end */
-        $end = $dates['end'];
+        $queryParameters = $request->getParameters();
+        $accounts        = $this->getAccountList($queryParameters);
 
-        // user's preferences
-        $defaultSet = $this->repository->getAccountsByType([AccountType::ASSET])->pluck('id')->toArray();
-        $frontPage  = app('preferences')->get('frontPageAccounts', $defaultSet);
-        $default    = app('amount')->getDefaultCurrency();
+        // 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)));
 
-        if (!(is_array($frontPage->data) && count($frontPage->data) > 0)) {
-            $frontPage->data = $defaultSet;
-            $frontPage->save();
-        }
-
-
-        // get accounts:
-        $accounts  = $this->repository->getAccountsById($frontPage->data);
-        $chartData = [];
+        // loop each account, and collect info:
         /** @var Account $account */
         foreach ($accounts as $account) {
-            $currency = $this->repository->getAccountCurrency($account);
-            if (null === $currency) {
-                $currency = $default;
-            }
-            $currentSet   = [
-                'label'                   => $account->name,
-                'currency_id'             => (string)$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'                 => [],
-            ];
-            $currentStart = clone $start;
-            $range        = app('steam')->balanceInRange($account, $start, clone $end);
-            // 2022-10-11 this method no longer converts to float.
-            $previous = array_values($range)[0];
-            while ($currentStart <= $end) {
-                $format   = $currentStart->format('Y-m-d');
-                $label    = $currentStart->toAtomString();
-                $balance  = array_key_exists($format, $range) ? $range[$format] : $previous;
-                $previous = $balance;
-                $currentStart->addDay();
-                $currentSet['entries'][$label] = $balance;
-            }
-            $chartData[] = $currentSet;
+            Log::debug(sprintf('Account #%d ("%s")', $account->id, $account->name));
+            $this->renderAccountData($queryParameters, $account);
         }
 
-        return response()->json($chartData);
+        return response()->json($this->clean($this->chartData));
+    }
+
+    /**
+     * @throws FireflyException
+     */
+    private function renderAccountData(array $params, Account $account): void
+    {
+        Log::debug(sprintf('Now in %s(array, #%d)', __METHOD__, $account->id));
+        $currency          = $this->repository->getAccountCurrency($account);
+        $currentStart      = clone $params['start'];
+        $range             = Steam::finalAccountBalanceInRange($account, $params['start'], clone $params['end'], $this->convertToPrimary);
+
+
+        $previous          = array_values($range)[0]['balance'];
+        $pcPrevious        = null;
+        if (!$currency instanceof TransactionCurrency) {
+            $currency = $this->primaryCurrency;
+        }
+        $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_date'              => $params['start']->toAtomString(),
+            'end_date'                => $params['end']->toAtomString(),
+            'type'                    => 'line',
+            'yAxisID'                 => 0,
+            'period'                  => '1D',
+            'entries'                 => [],
+            'pc_entries'              => [],
+        ];
+        if ($this->convertToPrimary) {
+            $currentSet['pc_entries']                      = [];
+            $currentSet['primary_currency_id']             = (string)$this->primaryCurrency->id;
+            $currentSet['primary_currency_code']           = $this->primaryCurrency->code;
+            $currentSet['primary_currency_symbol']         = $this->primaryCurrency->symbol;
+            $currentSet['primary_currency_decimal_places'] = $this->primaryCurrency->decimal_places;
+            $pcPrevious                                    = array_values($range)[0]['pc_balance'];
+        }
+
+
+        while ($currentStart <= $params['end']) {
+            $format                        = $currentStart->format('Y-m-d');
+            $label                         = $currentStart->toAtomString();
+            $balance                       = array_key_exists($format, $range) ? $range[$format]['balance'] : $previous;
+            $previous                      = $balance;
+            $currentSet['entries'][$label] = $balance;
+
+
+            // do the same for the primary currency balance, if relevant:
+            $pcBalance                     = null;
+            if ($this->convertToPrimary) {
+                $pcBalance                        = array_key_exists($format, $range) ? $range[$format]['pc_balance'] : $pcPrevious;
+                $pcPrevious                       = $pcBalance;
+                $currentSet['pc_entries'][$label] = $pcBalance;
+            }
+
+            $currentStart->addDay();
+        }
+        $this->chartData[] = $currentSet;
     }
 }

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

@@ -0,0 +1,114 @@
+<?php
+
+
+/*
+ * BalanceController.php
+ * Copyright (c) 2025 james@firefly-iii.org
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V1\Controllers\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\Repositories\Account\AccountRepositoryInterface;
+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) {
+                $this->validateUserGroup($request);
+                $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

@@ -0,0 +1,296 @@
+<?php
+
+/*
+ * BudgetController.php
+ * Copyright (c) 2023 james@firefly-iii.org
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V1\Controllers\Chart;
+
+use Carbon\Carbon;
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Data\SameDateRequest;
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Models\Budget;
+use FireflyIII\Models\BudgetLimit;
+use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
+use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
+use FireflyIII\Repositories\Budget\OperationsRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\ExchangeRateConverter;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * Class BudgetController
+ */
+class BudgetController extends Controller
+{
+    use CleansChartData;
+    use ValidatesUserGroupTrait;
+
+    protected array $acceptedRoles                      = [UserRoleEnum::READ_ONLY];
+
+    protected OperationsRepositoryInterface $opsRepository;
+    private BudgetLimitRepositoryInterface  $blRepository;
+    private array                           $currencies = [];
+    private BudgetRepositoryInterface       $repository;
+
+    public function __construct()
+    {
+        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);
+                $this->repository->setUserGroup($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);
+            }
+        );
+    }
+
+    /**
+     * TODO see autocomplete/accountcontroller
+     *
+     * @throws FireflyException
+     */
+    public function overview(SameDateRequest $request): JsonResponse
+    {
+        $params  = $request->getAll();
+
+        /** @var Carbon $start */
+        $start   = $params['start'];
+
+        /** @var Carbon $end */
+        $end     = $params['end'];
+
+        // code from FrontpageChartGenerator, but not in separate class
+        $budgets = $this->repository->getActiveBudgets();
+        $data    = [];
+
+        /** @var Budget $budget */
+        foreach ($budgets as $budget) {
+            // could return multiple arrays, so merge.
+            $data = array_merge($data, $this->processBudget($budget, $start, $end));
+        }
+
+        return response()->json($this->clean($data));
+    }
+
+    /**
+     * @throws FireflyException
+     */
+    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, $end, null, new Collection()->push($budget));
+        $expenses   = $this->processExpenses($budget->id, $spent, $start, $end);
+        $converter  = new ExchangeRateConverter();
+        $currencies = [$this->primaryCurrency->id => $this->primaryCurrency];
+
+        /**
+         * @var int   $currencyId
+         * @var array $row
+         */
+        foreach ($expenses as $currencyId => $row) {
+            // budgeted, left and overspent are now 0.
+            $limit               = $this->filterLimit($currencyId, $limits);
+
+            // primary currency entries
+            $row['pc_budgeted']  = '0';
+            $row['pc_spent']     = '0';
+            $row['pc_left']      = '0';
+            $row['pc_overspent'] = '0';
+
+            if ($limit instanceof BudgetLimit) {
+                $row['budgeted']  = $limit->amount;
+                $row['left']      = bcsub((string) $row['budgeted'], bcmul((string) $row['spent'], '-1'));
+                $row['overspent'] = bcmul($row['left'], '-1');
+                $row['left']      = 1 === bccomp($row['left'], '0') ? $row['left'] : '0';
+                $row['overspent'] = 1 === bccomp($row['overspent'], '0') ? $row['overspent'] : '0';
+            }
+
+            // convert data if necessary.
+            if (true === $this->convertToPrimary && $currencyId !== $this->primaryCurrency->id) {
+                $currencies[$currencyId] ??= Amount::getTransactionCurrencyById($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;
+        }
+
+
+        // is always an array
+        $return     = [];
+        foreach ($rows as $row) {
+            $current  = [
+                '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;
+        }
+
+        return $return;
+    }
+
+    //    /**
+    //     * When no budget limits are present, the expenses of the whole period are collected and grouped.
+    //     * This is grouped per currency. Because there is no limit set, "left to spend" and "overspent" are empty.
+    //     *
+    //     * @throws FireflyException
+    //     */
+    //    private function noBudgetLimits(Budget $budget, Carbon $start, Carbon $end): array
+    //    {
+    //        $spent = $this->opsRepository->listExpenses($start, $end, null, new Collection()->push($budget));
+    //
+    //        return $this->processExpenses($budget->id, $spent, $start, $end);
+    //    }
+
+    /**
+     * Shared between the "noBudgetLimits" function and "processLimit". Will take a single set of expenses and return
+     * its info.
+     *
+     * @throws FireflyException
+     */
+    private function processExpenses(int $budgetId, array $spent, Carbon $start, Carbon $end): array
+    {
+        $return = [];
+
+        /**
+         * This array contains the expenses in this budget. Grouped per currency.
+         * The grouping is on the main currency only.
+         *
+         * @var int   $currencyId
+         * @var array $block
+         */
+        foreach ($spent as $currencyId => $block) {
+            $this->currencies[$currencyId] ??= Amount::getTransactionCurrencyById($currencyId);
+            $return[$currencyId]           ??= [
+                'currency_id'             => (string)$currencyId,
+                'currency_code'           => $block['currency_code'],
+                'currency_name'           => $block['currency_name'],
+                'currency_symbol'         => $block['currency_symbol'],
+                'currency_decimal_places' => (int)$block['currency_decimal_places'],
+                'start'                   => $start->toAtomString(),
+                'end'                     => $end->toAtomString(),
+                'budgeted'                => '0',
+                'spent'                   => '0',
+                'left'                    => '0',
+                'overspent'               => '0',
+            ];
+            $currentBudgetArray = $block['budgets'][$budgetId];
+
+            // var_dump($return);
+            /** @var array $journal */
+            foreach ($currentBudgetArray['transaction_journals'] as $journal) {
+                /** @var numeric-string $amount */
+                $amount                       = (string)$journal['amount'];
+                $return[$currencyId]['spent'] = bcadd($return[$currencyId]['spent'], $amount);
+            }
+        }
+
+        return $return;
+    }
+
+    private function filterLimit(int $currencyId, Collection $limits): ?BudgetLimit
+    {
+        $amount    = '0';
+        $limit     = null;
+        $converter = new ExchangeRateConverter();
+
+        /** @var BudgetLimit $current */
+        foreach ($limits as $current) {
+            if (true === $this->convertToPrimary) {
+                if ($current->transaction_currency_id === $this->primaryCurrency->id) {
+                    // simply add it.
+                    $amount = bcadd($amount, (string)$current->amount);
+                    Log::debug(sprintf('Set amount in limit to %s', $amount));
+                }
+                if ($current->transaction_currency_id !== $this->primaryCurrency->id) {
+                    // convert and then add it.
+                    $converted = $converter->convert($current->transactionCurrency, $this->primaryCurrency, $current->start_date, $current->amount);
+                    $amount    = bcadd($amount, $converted);
+                    Log::debug(sprintf('Budgeted in limit #%d: %s %s, converted to %s %s', $current->id, $current->transactionCurrency->code, $current->amount, $this->primaryCurrency->code, $converted));
+                    Log::debug(sprintf('Set amount in limit to %s', $amount));
+                }
+            }
+            if ($current->transaction_currency_id === $currencyId) {
+                $limit = $current;
+            }
+        }
+        if (null !== $limit && true === $this->convertToPrimary) {
+            // convert and add all amounts.
+            $limit->amount = app('steam')->positive($amount);
+            Log::debug(sprintf('Final amount in limit with converted amount %s', $limit->amount));
+        }
+
+        return $limit;
+    }
+}

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

@@ -0,0 +1,188 @@
+<?php
+
+/*
+ * CategoryController.php
+ * Copyright (c) 2023 james@firefly-iii.org
+ *
+ * This file is part of Firefly III (https://github.com/firefly-iii).
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+declare(strict_types=1);
+
+namespace FireflyIII\Api\V1\Controllers\Chart;
+
+use Carbon\Carbon;
+use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Api\V1\Requests\Data\SameDateRequest;
+use FireflyIII\Enums\AccountTypeEnum;
+use FireflyIII\Enums\TransactionTypeEnum;
+use FireflyIII\Enums\UserRoleEnum;
+use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Helpers\Collector\GroupCollectorInterface;
+use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
+use FireflyIII\Support\Facades\Steam;
+use FireflyIII\Support\Http\Api\CleansChartData;
+use FireflyIII\Support\Http\Api\ExchangeRateConverter;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
+
+/**
+ * Class BudgetController
+ */
+class CategoryController extends Controller
+{
+    use CleansChartData;
+    use ValidatesUserGroupTrait;
+
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
+
+    private AccountRepositoryInterface  $accountRepos;
+    private CurrencyRepositoryInterface $currencyRepos;
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->validateUserGroup($request);
+                $this->accountRepos  = app(AccountRepositoryInterface::class);
+                $this->currencyRepos = app(CurrencyRepositoryInterface::class);
+                $this->accountRepos->setUserGroup($this->userGroup);
+                $this->currencyRepos->setUserGroup($this->userGroup);
+                $this->accountRepos->setUser($this->user);
+                $this->currencyRepos->setUser($this->user);
+
+                return $next($request);
+            }
+        );
+    }
+
+    /**
+     * TODO may be worth to move to a handler but the data is simple enough.
+     * TODO see autoComplete/account controller
+     *
+     * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
+     */
+    public function overview(SameDateRequest $request): JsonResponse
+    {
+        /** @var Carbon $start */
+        $start      = $this->parameters->get('start');
+
+        /** @var Carbon $end */
+        $end        = $this->parameters->get('end');
+        $accounts   = $this->accountRepos->getAccountsByType([AccountTypeEnum::DEBT->value, AccountTypeEnum::LOAN->value, AccountTypeEnum::MORTGAGE->value, AccountTypeEnum::ASSET->value]);
+        $currencies = [];
+        $return     = [];
+        $converter  = new ExchangeRateConverter();
+
+        // get journals for entire period:
+        /** @var GroupCollectorInterface $collector */
+        $collector  = app(GroupCollectorInterface::class);
+        $collector->setRange($start, $end)->withAccountInformation();
+        $collector->setXorAccounts($accounts)->withCategoryInformation();
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value, TransactionTypeEnum::DEPOSIT->value]);
+        $journals   = $collector->getExtractedJournals();
+
+        /** @var array $journal */
+        foreach ($journals as $journal) {
+            // find journal:
+            $journalCurrencyId              = (int)$journal['currency_id'];
+            $type                           = $journal['transaction_type_type'];
+            $currency                       = $currencies[$journalCurrencyId] ?? $this->currencyRepos->find($journalCurrencyId);
+            $currencies[$journalCurrencyId] = $currency;
+            $currencyId                     = $currency->id;
+            $currencyName                   = $currency->name;
+            $currencyCode                   = $currency->code;
+            $currencySymbol                 = $currency->symbol;
+            $currencyDecimalPlaces          = $currency->decimal_places;
+            $amount                         = Steam::positive((string)$journal['amount']);
+            $pcAmount                       = null;
+
+            // overrule if necessary:
+            if ($this->convertToPrimary && $journalCurrencyId === $this->primaryCurrency->id) {
+                $pcAmount = $amount;
+            }
+            if ($this->convertToPrimary && $journalCurrencyId !== $this->primaryCurrency->id) {
+                $currencyId            = $this->primaryCurrency->id;
+                $currencyName          = $this->primaryCurrency->name;
+                $currencyCode          = $this->primaryCurrency->code;
+                $currencySymbol        = $this->primaryCurrency->symbol;
+                $currencyDecimalPlaces = $this->primaryCurrency->decimal_places;
+                $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);
+            // create arrays
+            $return[$key] ??= [
+                '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'           => $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,
+                'start_date'                      => $start->toAtomString(),
+                'end_date'                        => $end->toAtomString(),
+                'yAxisID'                         => 0,
+                'type'                            => 'bar',
+                'entries'                         => [
+                    'spent'  => '0',
+                    'earned' => '0',
+                ],
+                'pc_entries'                      => [
+                    'spent'  => '0',
+                    'earned' => '0',
+                ],
+            ];
+
+            // add monies
+            // expenses to spent
+            if (TransactionTypeEnum::WITHDRAWAL->value === $type) {
+                $return[$key]['entries']['spent'] = bcadd($return[$key]['entries']['spent'], $amount);
+                if (null !== $pcAmount) {
+                    $return[$key]['pc_entries']['spent'] = bcadd($return[$key]['pc_entries']['spent'], $pcAmount);
+                }
+
+                continue;
+            }
+            // positive amount = earned
+            if (TransactionTypeEnum::DEPOSIT->value === $type) {
+                $return[$key]['entries']['earned'] = bcadd($return[$key]['entries']['earned'], $amount);
+                if (null !== $pcAmount) {
+                    $return[$key]['pc_entries']['earned'] = bcadd($return[$key]['pc_entries']['earned'], $pcAmount);
+                }
+            }
+        }
+        $return     = array_values($return);
+
+        // order by amount
+        usort($return, static fn (array $a, array $b) => ((float)$a['entries']['spent'] + (float)$a['entries']['earned']) < ((float)$b['entries']['spent'] + (float)$b['entries']['earned']) ? 1 : -1);
+
+        return response()->json($this->clean($return));
+    }
+}

app/Api/V1/Controllers/Controller.php

@@ -25,34 +25,51 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Controllers;
 
 use Carbon\Carbon;
-use Carbon\Exceptions\InvalidDateException;
 use Carbon\Exceptions\InvalidFormatException;
+use FireflyIII\Exceptions\BadHttpHeaderException;
+use FireflyIII\Models\TransactionCurrency;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Facades\Steam;
+use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
+use FireflyIII\Transformers\AbstractTransformer;
+use FireflyIII\User;
+use Illuminate\Database\Eloquent\Model;
 use Illuminate\Foundation\Auth\Access\AuthorizesRequests;
 use Illuminate\Foundation\Bus\DispatchesJobs;
 use Illuminate\Foundation\Validation\ValidatesRequests;
+use Illuminate\Pagination\LengthAwarePaginator;
 use Illuminate\Routing\Controller as BaseController;
 use Illuminate\Support\Facades\Log;
 use League\Fractal\Manager;
+use League\Fractal\Pagination\IlluminatePaginatorAdapter;
+use League\Fractal\Resource\Collection as FractalCollection;
+use League\Fractal\Resource\Item;
 use League\Fractal\Serializer\JsonApiSerializer;
-use Psr\Container\ContainerExceptionInterface;
-use Psr\Container\NotFoundExceptionInterface;
 use Symfony\Component\HttpFoundation\Exception\BadRequestException;
 use Symfony\Component\HttpFoundation\ParameterBag;
 
 /**
  * Class Controller.
  *
-
+ * @SuppressWarnings("PHPMD.CouplingBetweenObjects")
+ * @SuppressWarnings("PHPMD.NumberOfChildren")
  */
 abstract class Controller extends BaseController
 {
     use AuthorizesRequests;
     use DispatchesJobs;
     use ValidatesRequests;
+    use ValidatesUserGroupTrait;
 
-    protected const CONTENT_TYPE = 'application/vnd.api+json';
-    protected array        $allowedSort;
-    protected ParameterBag $parameters;
+    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 bool                $convertToPrimary = false;
+    protected TransactionCurrency $primaryCurrency;
+
+    /** @deprecated use Request classes */
+    protected ParameterBag        $parameters;
 
     /**
      * Controller constructor.
@@ -60,61 +77,63 @@ abstract class Controller extends BaseController
     public function __construct()
     {
         // get global parameters
-        $this->allowedSort = config('firefly.allowed_sort_parameters');
-        $this->parameters  = $this->getParameters();
         $this->middleware(
             function ($request, $next) {
+                $this->parameters = $this->getParameters();
                 if (auth()->check()) {
-                    $language = app('steam')->getLanguage();
+                    $language               = Steam::getLanguage();
+                    $this->convertToPrimary = Amount::convertToPrimary();
+                    $this->primaryCurrency  = Amount::getPrimaryCurrency();
                     app()->setLocale($language);
                 }
 
+
+                // filter down what this endpoint accepts.
+                if (!$request->accepts($this->accepts)) {
+                    throw new BadHttpHeaderException(sprintf('Sorry, Accept header "%s" is not something this endpoint can provide.', $request->header('Accept')));
+                }
+
+
                 return $next($request);
             }
         );
     }
 
     /**
-     * Method to grab all parameters from the URL.
-     *
-     * @return ParameterBag
-     * @throws ContainerExceptionInterface
-     * @throws NotFoundExceptionInterface
+     * @deprecated use Request classes
+     * Method to grab all parameters from the URL
      */
     private function getParameters(): ParameterBag
     {
-        $bag  = new ParameterBag();
-        $page = (int)request()->get('page');
-
-        if ($page < 1) {
-            $page = 1;
-        }
-        if ($page > (2 ^ 16)) {
-            $page = (2 ^ 16);
-        }
+        $bag      = new ParameterBag();
+        $page     = (int)request()->get('page');
+        $page     = min(max(1, $page), 2 ** 16);
         $bag->set('page', $page);
 
         // some date fields:
-        $dates = ['start', 'end', 'date'];
+        $dates    = ['start', 'end', 'date'];
         foreach ($dates as $field) {
             $date = null;
+
             try {
                 $date = request()->query->get($field);
             } catch (BadRequestException $e) {
                 Log::error(sprintf('Request field "%s" contains a non-scalar value. Value set to NULL.', $field));
                 Log::error($e->getMessage());
-                $value = null;
+                Log::error($e->getTraceAsString());
             }
-            $obj = null;
+            $obj  = null;
             if (null !== $date) {
                 try {
-                    $obj = Carbon::parse($date);
-                } catch (InvalidDateException|InvalidFormatException $e) {
+                    $obj = Carbon::parse((string)$date, config('app.timezone'));
+                } catch (InvalidFormatException $e) {
                     // don't care
-                    app('log')->warning(sprintf('Ignored invalid date "%s" in API controller parameter check: %s', substr($date, 0, 20), $e->getMessage()));
+                    Log::warning(sprintf('Ignored invalid date "%s" in API controller parameter check: %s', substr((string)$date, 0, 20), $e->getMessage()));
                 }
             }
-            $bag->set($field, $obj);
+            if ($obj instanceof Carbon) {
+                $bag->set($field, $obj);
+            }
         }
 
         // integer fields:
@@ -125,57 +144,33 @@ abstract class Controller extends BaseController
             } catch (BadRequestException $e) {
                 Log::error(sprintf('Request field "%s" contains a non-scalar value. Value set to NULL.', $integer));
                 Log::error($e->getMessage());
+                Log::error($e->getTraceAsString());
                 $value = null;
             }
             if (null !== $value) {
-                $bag->set($integer, (int)$value);
+                $value = (int)$value;
+                $value = min(max(1, $value), 2 ** 16);
+                $bag->set($integer, $value);
+            }
+            if (null === $value
+                && 'limit' === $integer // @phpstan-ignore-line
+                && auth()->check()) {
+                // set default for user:
+                /** @var User $user */
+                $user     = auth()->user();
+
+                $pageSize = (int)app('preferences')->getForUser($user, 'listPageSize', 50)->data;
+                $bag->set($integer, $pageSize);
             }
         }
 
         // sort fields:
-        return $this->getSortParameters($bag);
-    }
-
-    /**
-     * @param  ParameterBag  $bag
-     *
-     * @return ParameterBag
-     */
-    private function getSortParameters(ParameterBag $bag): ParameterBag
-    {
-        $sortParameters = [];
-        try {
-            $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());
-            $param = '';
-        }
-        if ('' === $param) {
-            return $bag;
-        }
-        $parts = explode(',', $param);
-        foreach ($parts as $part) {
-            $part      = trim($part);
-            $direction = 'asc';
-            if ('-' === $part[0]) {
-                $part      = substr($part, 1);
-                $direction = 'desc';
-            }
-            if (in_array($part, $this->allowedSort, true)) {
-                $sortParameters[] = [$part, $direction];
-            }
-        }
-        $bag->set('sort', $sortParameters);
-
         return $bag;
+        // return $this->getSortParameters($bag);
     }
 
-
     /**
      * Method to help build URL's.
-     *
-     * @return string
      */
     final protected function buildParams(): string
     {
@@ -187,6 +182,7 @@ abstract class Controller extends BaseController
             }
             if ($value instanceof Carbon) {
                 $params[$key] = $value->format('Y-m-d');
+
                 continue;
             }
             $params[$key] = $value;
@@ -195,9 +191,6 @@ abstract class Controller extends BaseController
         return $return.http_build_query($params);
     }
 
-    /**
-     * @return Manager
-     */
     final protected function getManager(): Manager
     {
         // create some objects:
@@ -207,4 +200,43 @@ abstract class Controller extends BaseController
 
         return $manager;
     }
+
+    final protected function jsonApiList(string $key, LengthAwarePaginator $paginator, AbstractTransformer $transformer): array
+    {
+        $manager  = new Manager();
+        $baseUrl  = sprintf('%s/api/v1/', request()->getSchemeAndHttpHost());
+
+        // TODO add stuff to path?
+
+        $manager->setSerializer(new JsonApiSerializer($baseUrl));
+
+        $objects  = $paginator->getCollection();
+
+        // the transformer, at this point, needs to collect information that ALL items in the collection
+        // require, like meta-data and stuff like that, and save it for later.
+        // $objects  = $transformer->collectMetaData($objects);
+        $paginator->setCollection($objects);
+
+        $resource = new FractalCollection($objects, $transformer, $key);
+        $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
+
+        return $manager->createData($resource)->toArray();
+    }
+
+    /**
+     * Returns a JSON API object and returns it.
+     *
+     * @param array<int, mixed>|Model $object
+     */
+    final protected function jsonApiObject(string $key, array|Model $object, AbstractTransformer $transformer): array
+    {
+        // create some objects:
+        $manager  = new Manager();
+        $baseUrl  = sprintf('%s/api/v1', request()->getSchemeAndHttpHost());
+        $manager->setSerializer(new JsonApiSerializer($baseUrl));
+
+        $resource = new Item($object, $transformer, $key);
+
+        return $manager->createData($resource)->toArray();
+    }
 }

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;
@@ -44,30 +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
-     *
-     * @param  TransactionRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function update(TransactionRequest $request): JsonResponse
     {
         $query  = $request->getAll();
@@ -76,12 +70,12 @@ class TransactionController extends Controller
         // this deserves better code, but for now a loop of basic if-statements
         // to respond to what is in the $query.
         // this is OK because only one thing can be in the query at the moment.
-        if ($this->updatesTransactionAccount($params)) {
-            $original    = $this->repository->find((int)$params['where']['account_id']);
-            $destination = $this->repository->find((int)$params['update']['account_id']);
+        if ($this->isUpdateTransactionAccount($params)) {
+            $original    = $this->repository->find((int) $params['where']['account_id']);
+            $destination = $this->repository->find((int) $params['update']['account_id']);
 
             /** @var AccountDestroyService $service */
-            $service = app(AccountDestroyService::class);
+            $service     = app(AccountDestroyService::class);
             $service->moveTransactions($original, $destination);
         }
 
@@ -89,11 +83,9 @@ class TransactionController extends Controller
     }
 
     /**
-     * @param  array  $params
-     *
-     * @return bool
+     * @param array<string, array<string, string>> $params
      */
-    private function updatesTransactionAccount(array $params): bool
+    private function isUpdateTransactionAccount(array $params): bool
     {
         return array_key_exists('account_id', $params['where']) && array_key_exists('account_id', $params['update']);
     }

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * DestroyController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,11 +26,12 @@ namespace FireflyIII\Api\V1\Controllers\Data;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Data\DestroyRequest;
+use FireflyIII\Enums\AccountTypeEnum;
+use FireflyIII\Enums\TransactionTypeEnum;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Models\Account;
-use FireflyIII\Models\AccountType;
 use FireflyIII\Models\TransactionJournal;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
 use FireflyIII\Repositories\Budget\AvailableBudgetRepositoryInterface;
@@ -54,144 +56,65 @@ 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
-     *
-     * @param  DestroyRequest  $request
-     *
-     * @return JsonResponse
-     * @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();
-        $this->unused = $request->boolean('unused', false);
-        switch ($objects) {
-            default:
-                throw new FireflyException(sprintf('200033: This endpoint can\'t handle object "%s"', $objects));
-            case 'budgets':
-                $this->destroyBudgets();
-                break;
-            case 'bills':
-                $this->destroyBills();
-                break;
-            case 'piggy_banks':
-                $this->destroyPiggyBanks();
-                break;
-            case 'rules':
-                $this->destroyRules();
-                break;
-            case 'recurring':
-                $this->destroyRecurringTransactions();
-                break;
-            case 'categories':
-                $this->destroyCategories();
-                break;
-            case 'tags':
-                $this->destroyTags();
-                break;
-            case 'object_groups':
-                $this->destroyObjectGroups();
-                break;
-            case 'accounts':
-                $this->destroyAccounts(
-                    [
-                        AccountType::ASSET,
-                        AccountType::DEFAULT,
-                        AccountType::BENEFICIARY,
-                        AccountType::EXPENSE,
-                        AccountType::REVENUE,
-                        AccountType::INITIAL_BALANCE,
-                        AccountType::DEBT,
-                        AccountType::LOAN,
-                        AccountType::MORTGAGE,
-                        AccountType::CREDITCARD,
-                    ]
-                );
-                break;
-            case 'asset_accounts':
-                $this->destroyAccounts(
-                    [
-                        AccountType::ASSET,
-                        AccountType::DEFAULT,
-                    ]
-                );
-                break;
-            case 'expense_accounts':
-                $this->destroyAccounts(
-                    [
-                        AccountType::BENEFICIARY,
-                        AccountType::EXPENSE,
-                    ]
-                );
-                break;
-            case 'revenue_accounts':
-                $this->destroyAccounts(
-                    [
-                        AccountType::REVENUE,
-                    ]
-                );
-                break;
-            case 'liabilities':
-                $this->destroyAccounts(
-                    [
-                        AccountType::DEBT,
-                        AccountType::LOAN,
-                        AccountType::MORTGAGE,
-                        AccountType::CREDITCARD,
-                    ]
-                );
-                break;
-            case 'transactions':
-                $this->destroyTransactions(
-                    [
-                        TransactionType::WITHDRAWAL,
-                        TransactionType::DEPOSIT,
-                        TransactionType::TRANSFER,
-                        TransactionType::RECONCILIATION,
-                        TransactionType::OPENING_BALANCE,
-                    ]
-                );
-                break;
-            case 'withdrawals':
-                $this->destroyTransactions(
-                    [
-                        TransactionType::WITHDRAWAL,
-                    ]
-                );
-                break;
-            case 'deposits':
-                $this->destroyTransactions(
-                    [
-                        TransactionType::DEPOSIT,
-                    ]
-                );
-                break;
-            case 'transfers':
-                $this->destroyTransactions(
-                    [
-                        TransactionType::TRANSFER,
-                    ]
-                );
-                break;
-        }
+        $objects         = $request->getObjects();
+        $this->unused    = $request->boolean('unused');
+
+        $allExceptAssets = [AccountTypeEnum::BENEFICIARY->value, AccountTypeEnum::CASH->value, AccountTypeEnum::CREDITCARD->value, AccountTypeEnum::DEFAULT->value, AccountTypeEnum::EXPENSE->value, AccountTypeEnum::IMPORT->value, AccountTypeEnum::INITIAL_BALANCE->value, AccountTypeEnum::LIABILITY_CREDIT->value, AccountTypeEnum::RECONCILIATION->value, AccountTypeEnum::REVENUE->value];
+        $all             = [AccountTypeEnum::ASSET->value, AccountTypeEnum::BENEFICIARY->value, AccountTypeEnum::CASH->value, AccountTypeEnum::CREDITCARD->value, AccountTypeEnum::DEBT->value, AccountTypeEnum::DEFAULT->value, AccountTypeEnum::EXPENSE->value, AccountTypeEnum::IMPORT->value, AccountTypeEnum::INITIAL_BALANCE->value, AccountTypeEnum::LIABILITY_CREDIT->value, AccountTypeEnum::LOAN->value, AccountTypeEnum::MORTGAGE->value, AccountTypeEnum::RECONCILIATION->value];
+        $liabilities     = [AccountTypeEnum::DEBT->value, AccountTypeEnum::LOAN->value, AccountTypeEnum::MORTGAGE->value, AccountTypeEnum::CREDITCARD->value];
+        $transactions    = [TransactionTypeEnum::WITHDRAWAL->value, TransactionTypeEnum::DEPOSIT->value, TransactionTypeEnum::TRANSFER->value, TransactionTypeEnum::RECONCILIATION->value];
+
+        match ($objects) {
+            'budgets'                => $this->destroyBudgets(),
+            'bills'                  => $this->destroyBills(),
+            'piggy_banks'            => $this->destroyPiggyBanks(),
+            'rules'                  => $this->destroyRules(),
+            'recurring'              => $this->destroyRecurringTransactions(),
+            'categories'             => $this->destroyCategories(),
+            'tags'                   => $this->destroyTags(),
+            'object_groups'          => $this->destroyObjectGroups(),
+            'not_assets_liabilities' => $this->destroyAccounts($allExceptAssets),
+            'accounts'               => $this->destroyAccounts($all),
+            'asset_accounts'         => $this->destroyAccounts([AccountTypeEnum::ASSET->value, AccountTypeEnum::DEFAULT->value]),
+            'expense_accounts'       => $this->destroyAccounts([AccountTypeEnum::BENEFICIARY->value, AccountTypeEnum::EXPENSE->value]),
+            'revenue_accounts'       => $this->destroyAccounts([AccountTypeEnum::REVENUE->value]),
+            'liabilities'            => $this->destroyAccounts($liabilities),
+            'transactions'           => $this->destroyTransactions($transactions),
+            'withdrawals'            => $this->destroyTransactions([TransactionTypeEnum::WITHDRAWAL->value]),
+            'deposits'               => $this->destroyTransactions([TransactionTypeEnum::DEPOSIT->value]),
+            'transfers'              => $this->destroyTransactions([TransactionTypeEnum::TRANSFER->value]),
+            default                  => throw new FireflyException(sprintf('200033: This endpoint can\'t handle object "%s"', $objects)),
+        };
+
         app('preferences')->mark();
 
         return response()->json([], 204);
     }
 
-    /**
-     *
-     */
     private function destroyBudgets(): void
     {
         /** @var AvailableBudgetRepositoryInterface $abRepository */
-        $abRepository = app(AvailableBudgetRepositoryInterface::class);
+        $abRepository     = app(AvailableBudgetRepositoryInterface::class);
         $abRepository->destroyAll();
 
         /** @var BudgetLimitRepositoryInterface $blRepository */
-        $blRepository = app(BudgetLimitRepositoryInterface::class);
+        $blRepository     = app(BudgetLimitRepositoryInterface::class);
         $blRepository->destroyAll();
 
         /** @var BudgetRepositoryInterface $budgetRepository */
@@ -199,9 +122,6 @@ class DestroyController extends Controller
         $budgetRepository->destroyAll();
     }
 
-    /**
-     *
-     */
     private function destroyBills(): void
     {
         /** @var BillRepositoryInterface $repository */
@@ -209,9 +129,6 @@ class DestroyController extends Controller
         $repository->destroyAll();
     }
 
-    /**
-     *
-     */
     private function destroyPiggyBanks(): void
     {
         /** @var PiggyBankRepositoryInterface $repository */
@@ -219,9 +136,6 @@ class DestroyController extends Controller
         $repository->destroyAll();
     }
 
-    /**
-     *
-     */
     private function destroyRules(): void
     {
         /** @var RuleGroupRepositoryInterface $repository */
@@ -229,9 +143,6 @@ class DestroyController extends Controller
         $repository->destroyAll();
     }
 
-    /**
-     *
-     */
     private function destroyRecurringTransactions(): void
     {
         /** @var RecurringRepositoryInterface $repository */
@@ -239,9 +150,6 @@ class DestroyController extends Controller
         $repository->destroyAll();
     }
 
-    /**
-     *
-     */
     private function destroyCategories(): void
     {
         /** @var CategoryRepositoryInterface $categoryRepos */
@@ -249,9 +157,6 @@ class DestroyController extends Controller
         $categoryRepos->destroyAll();
     }
 
-    /**
-     *
-     */
     private function destroyTags(): void
     {
         /** @var TagRepositoryInterface $tagRepository */
@@ -267,7 +172,7 @@ class DestroyController extends Controller
     }
 
     /**
-     * @param  array  $types
+     * @param array<int, string> $types
      */
     private function destroyAccounts(array $types): void
     {
@@ -281,18 +186,21 @@ class DestroyController extends Controller
             $count = $account->transactions()->count();
             if (true === $this->unused && 0 === $count) {
                 Log::info(sprintf('Deleted unused account #%d "%s"', $account->id, $account->name));
+                Log::channel('audit')->info(sprintf('Deleted unused account #%d "%s"', $account->id, $account->name));
                 $service->destroy($account, null);
+
                 continue;
             }
             if (false === $this->unused) {
                 Log::info(sprintf('Deleting account #%d "%s"', $account->id, $account->name));
+                Log::channel('audit')->warning(sprintf('Deleted account #%d "%s"', $account->id, $account->name));
                 $service->destroy($account, null);
             }
         }
     }
 
     /**
-     * @param  array  $types
+     * @param array<int, string> $types
      */
     private function destroyTransactions(array $types): void
     {
@@ -300,6 +208,7 @@ class DestroyController extends Controller
         $repository = app(JournalRepositoryInterface::class);
         $journals   = $repository->findByType($types);
         $service    = app(JournalDestroyService::class);
+
         /** @var TransactionJournal $journal */
         foreach ($journals as $journal) {
             $service->destroy($journal);

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

@@ -26,9 +26,13 @@ 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;
+use Safe\Exceptions\DatetimeException;
+
+use function Safe\date;
 
 /**
  * Class ExportController
@@ -36,6 +40,7 @@ use Illuminate\Http\Response as LaravelResponse;
 class ExportController extends Controller
 {
     private ExportDataGenerator $exporter;
+    protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
 
     /**
      * ExportController constructor.
@@ -45,8 +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);
             }
@@ -54,13 +61,10 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportAccounts
-     *
-     * @param  ExportRequest  $request
-     *
-     * @return LaravelResponse
+     * @throws DatetimeException
      * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function accounts(ExportRequest $request): LaravelResponse
     {
@@ -70,10 +74,8 @@ class ExportController extends Controller
     }
 
     /**
-     * @param  string  $key
-     *
-     * @return LaravelResponse
      * @throws FireflyException
+     * @throws DatetimeException
      */
     private function returnExport(string $key): LaravelResponse
     {
@@ -92,19 +94,17 @@ class ExportController extends Controller
             ->header('Expires', '0')
             ->header('Cache-Control', 'must-revalidate, post-check=0, pre-check=0')
             ->header('Pragma', 'public')
-            ->header('Content-Length', (string)strlen($data[$key]));
+            ->header('Content-Length', (string) strlen((string) $data[$key]))
+        ;
 
         return $response;
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportBills
-     *
-     * @param  ExportRequest  $request
-     *
-     * @return LaravelResponse
+     * @throws DatetimeException
      * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function bills(ExportRequest $request): LaravelResponse
     {
@@ -114,13 +114,10 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportBudgets
-     *
-     * @param  ExportRequest  $request
-     *
-     * @return LaravelResponse
+     * @throws DatetimeException
      * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function budgets(ExportRequest $request): LaravelResponse
     {
@@ -130,13 +127,10 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportCategories
-     *
-     * @param  ExportRequest  $request
-     *
-     * @return LaravelResponse
+     * @throws DatetimeException
      * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function categories(ExportRequest $request): LaravelResponse
     {
@@ -146,13 +140,10 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportPiggies
-     *
-     * @param  ExportRequest  $request
-     *
-     * @return LaravelResponse
+     * @throws DatetimeException
      * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function piggyBanks(ExportRequest $request): LaravelResponse
     {
@@ -162,13 +153,10 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportRecurring
-     *
-     * @param  ExportRequest  $request
-     *
-     * @return LaravelResponse
+     * @throws DatetimeException
      * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function recurring(ExportRequest $request): LaravelResponse
     {
@@ -178,13 +166,10 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportRules
-     *
-     * @param  ExportRequest  $request
-     *
-     * @return LaravelResponse
+     * @throws DatetimeException
      * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function rules(ExportRequest $request): LaravelResponse
     {
@@ -194,13 +179,10 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportTags
-     *
-     * @param  ExportRequest  $request
-     *
-     * @return LaravelResponse
+     * @throws DatetimeException
      * @throws FireflyException
+     *
+     * @SuppressWarnings("PHPMD.UnusedFormalParameter")
      */
     public function tags(ExportRequest $request): LaravelResponse
     {
@@ -210,12 +192,7 @@ class ExportController extends Controller
     }
 
     /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/data/exportTransactions
-     *
-     * @param  ExportRequest  $request
-     *
-     * @return LaravelResponse
+     * @throws DatetimeException
      * @throws FireflyException
      */
     public function transactions(ExportRequest $request): LaravelResponse

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * PurgeController.php
  * Copyright (c) 2022 james@firefly-iii.org
@@ -24,30 +25,47 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Controllers\Data;
 
 use FireflyIII\Api\V1\Controllers\Controller;
+use FireflyIII\Enums\UserRoleEnum;
 use FireflyIII\Models\Account;
 use FireflyIII\Models\Bill;
 use FireflyIII\Models\Budget;
 use FireflyIII\Models\Category;
-use FireflyIII\Models\PiggyBank;
 use FireflyIII\Models\Recurrence;
 use FireflyIII\Models\Rule;
 use FireflyIII\Models\RuleGroup;
 use FireflyIII\Models\Tag;
 use FireflyIII\Models\TransactionGroup;
 use FireflyIII\Models\TransactionJournal;
+use FireflyIII\Repositories\PiggyBank\PiggyBankRepositoryInterface;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 
+/**
+ * Class PurgeController
+ */
 class PurgeController extends Controller
 {
+    protected array $acceptedRoles = [UserRoleEnum::FULL];
+
+    public function __construct()
+    {
+        parent::__construct();
+        $this->middleware(
+            function ($request, $next) {
+                $this->validateUserGroup($request);
+
+                return $next($request);
+            }
+        );
+    }
+
     /**
      * 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
-     * @return JsonResponse
      */
     public function purge(): JsonResponse
     {
-        $user = auth()->user();
+        /** @var User $user */
+        $user       = auth()->user();
 
         // some manual code, too lazy to call all repositories.
 
@@ -58,12 +76,9 @@ class PurgeController extends Controller
         Bill::whereUserId($user->id)->onlyTrashed()->forceDelete();
 
         // piggies
-        $set = PiggyBank::leftJoin('accounts', 'accounts.id', 'piggy_banks.account_id')
-                        ->where('accounts.user_id', $user->id)->onlyTrashed()->get(['piggy_banks.*']);
-        /** @var PiggyBank $piggy */
-        foreach ($set as $piggy) {
-            $piggy->forceDelete();
-        }
+        $repository = app(PiggyBankRepositoryInterface::class);
+        $repository->setUser($user);
+        $repository->purgeAll();
 
         // rule group
         RuleGroup::whereUserId($user->id)->onlyTrashed()->forceDelete();
@@ -80,7 +95,6 @@ class PurgeController extends Controller
         // tags
         Tag::whereUserId($user->id)->onlyTrashed()->forceDelete();
 
-
         // accounts
         Account::whereUserId($user->id)->onlyTrashed()->forceDelete();
 

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

@@ -28,12 +28,10 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\Account\OperationsRepositoryInterface;
-use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
 use FireflyIII\Support\Http\Api\ApiSupport;
 use Illuminate\Http\JsonResponse;
 
 /**
- *
  * Class AccountController
  *
  * Shows expense information grouped or limited by date.
@@ -43,27 +41,21 @@ class AccountController extends Controller
 {
     use ApiSupport;
 
-    private CurrencyRepositoryInterface   $currencyRepository;
     private OperationsRepositoryInterface $opsRepository;
     private AccountRepositoryInterface    $repository;
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                $user             = auth()->user();
-                $this->repository = app(AccountRepositoryInterface::class);
+                $user                = auth()->user();
+                $this->repository    = app(AccountRepositoryInterface::class);
                 $this->repository->setUser($user);
 
-                $this->currencyRepository = app(CurrencyRepositoryInterface::class);
-                $this->currencyRepository->setUser($user);
-
                 $this->opsRepository = app(OperationsRepositoryInterface::class);
                 $this->opsRepository->setUser($user);
 
@@ -72,14 +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
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function asset(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -91,11 +75,11 @@ class AccountController extends Controller
         /** @var array $expense */
         foreach ($expenses as $expense) {
             $result[] = [
-                'id'               => (string)$expense['id'],
+                'id'               => (string) $expense['id'],
                 'name'             => $expense['name'],
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // intentional float
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // intentional float
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }
@@ -103,14 +87,6 @@ class AccountController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseExpense
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function expense(GenericRequest $request): JsonResponse
     {
         $start           = $request->getStart();
@@ -123,11 +99,11 @@ class AccountController extends Controller
         /** @var array $expense */
         foreach ($expenses as $expense) {
             $result[] = [
-                'id'               => (string)$expense['id'],
+                'id'               => (string) $expense['id'],
                 'name'             => $expense['name'],
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // intentional float
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // intentional float
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

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

@@ -26,10 +26,12 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Expense;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Bill\BillRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class BillController
@@ -56,22 +58,17 @@ 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.
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
      */
     public function bill(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $bills    = $request->getBills();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts         = $request->getAssetAccounts();
+        $bills            = $request->getBills();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
+        $response         = [];
 
         // get all bills:
         if (0 === $bills->count()) {
@@ -79,39 +76,42 @@ class BillController extends Controller
         }
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
         $collector->setBills($bills);
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
         foreach ($genericSet as $journal) {
-            $billId            = (int)$journal['bill_id'];
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
-            $key               = sprintf('%d-%d', $billId, $currencyId);
-            $foreignKey        = sprintf('%d-%d', $billId, $foreignCurrencyId);
+            $billId       = (int) $journal['bill_id'];
+            $currencyId   = (int) $journal['currency_id'];
+            $currencyCode = $journal['currency_code'];
+            $field        = 'amount';
+
+            // use the primary amount if the user wants to convert to primary currency
+            if ($convertToPrimary && $currencyId !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
+                $field        = 'pc_amount';
+            }
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
+            }
+            Log::debug(sprintf('Journal #%d in bill #%d will use %s (%s %s)', $journal['transaction_group_id'], $billId, $field, $currencyCode, $journal[$field] ?? '0'));
+
+            $key          = sprintf('%d-%d', $billId, $currencyId);
 
             if (0 !== $currencyId) {
-                $response[$key]                     = $response[$key] ?? [
-                    'id'               => (string)$billId,
+                $response[$key] ??= [
+                    'id'               => (string) $billId,
                     'name'             => $journal['bill_name'],
                     'difference'       => '0',
                     'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
+                    'currency_id'      => (string) $currencyId,
+                    'currency_code'    => $currencyCode,
                 ];
-                $response[$key]['difference']       = bcadd($response[$key]['difference'], $journal['amount']);
-                $response[$key]['difference_float'] = (float)$response[$key]['difference']; // intentional float
-            }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignKey]                     = $response[$foreignKey] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignKey]['difference']       = bcadd($response[$foreignKey]['difference'], $journal['foreign_amount']);
-                $response[$foreignKey]['difference_float'] = (float)$response[$foreignKey]['difference']; // intentional float
+                $response[$key]['difference']       = bcadd($response[$key]['difference'], (string) ($journal[$field] ?? '0'));
+                $response[$key]['difference_float'] = (float) $response[$key]['difference']; // intentional float
             }
         }
 
@@ -119,52 +119,50 @@ 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.
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
      */
     public function noBill(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
+        $response         = [];
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
         $collector->withoutBill();
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
 
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            $currencyId   = (int) $journal['currency_id'];
+            $currencyCode = $journal['currency_code'];
+            $field        = 'amount';
+
+            // use the primary amount if the user wants to convert to primary currency
+            if ($convertToPrimary && $currencyId !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
+                $field        = 'pc_amount';
+            }
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
+            }
+            Log::debug(sprintf('Journal #%d will use %s (%s %s)', $journal['transaction_group_id'], $field, $currencyCode, $journal[$field] ?? '0'));
 
             if (0 !== $currencyId) {
-                $response[$currencyId]                     = $response[$currencyId] ?? [
+                $response[$currencyId] ??= [
                     'difference'       => '0',
                     'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
+                    'currency_id'      => (string) $currencyId,
+                    'currency_code'    => $currencyCode,
                 ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $journal['amount']);
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference']; // intentional float
-            }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId]                     = $response[$foreignCurrencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd($response[$foreignCurrencyId]['difference'], $journal['foreign_amount']);
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference']; // intentional float
+                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], (string) ($journal[$field] ?? '0'));
+                $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference']; // intentional float
             }
         }
 

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * BudgetController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -43,8 +44,6 @@ class BudgetController extends Controller
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -64,14 +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
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function budget(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -82,17 +73,19 @@ class BudgetController extends Controller
         if (0 === $budgets->count()) {
             $budgets = $this->repository->getActiveBudgets();
         }
+
         /** @var Budget $budget */
         foreach ($budgets as $budget) {
-            $expenses = $this->opsRepository->sumExpenses($start, $end, $assetAccounts, new Collection([$budget]));
+            $expenses = $this->opsRepository->sumExpenses($start, $end, $assetAccounts, new Collection()->push($budget));
+
             /** @var array $expense */
             foreach ($expenses as $expense) {
                 $result[] = [
-                    'id'               => (string)$budget->id,
+                    'id'               => (string) $budget->id,
                     'name'             => $budget->name,
                     'difference'       => $expense['sum'],
-                    'difference_float' => (float)$expense['sum'], // intentional float
-                    'currency_id'      => (string)$expense['currency_id'],
+                    'difference_float' => (float) $expense['sum'], // intentional float
+                    'currency_id'      => (string) $expense['currency_id'],
                     'currency_code'    => $expense['currency_code'],
                 ];
             }
@@ -101,14 +94,6 @@ class BudgetController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseNoBudget
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function noBudget(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -116,12 +101,13 @@ class BudgetController extends Controller
         $assetAccounts = $request->getAssetAccounts();
         $result        = [];
         $expenses      = $this->noRepository->sumExpenses($start, $end, $assetAccounts);
+
         /** @var array $expense */
         foreach ($expenses as $expense) {
             $result[] = [
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // intentional float
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // intentional float
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

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

@@ -44,8 +44,6 @@ class CategoryController extends Controller
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -65,14 +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
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function category(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -83,17 +73,19 @@ class CategoryController extends Controller
         if (0 === $categories->count()) {
             $categories = $this->repository->getCategories();
         }
+
         /** @var Category $category */
         foreach ($categories as $category) {
-            $expenses = $this->opsRepository->sumExpenses($start, $end, $assetAccounts, new Collection([$category]));
+            $expenses = $this->opsRepository->sumExpenses($start, $end, $assetAccounts, new Collection()->push($category));
+
             /** @var array $expense */
             foreach ($expenses as $expense) {
                 $result[] = [
-                    'id'               => (string)$category->id,
+                    'id'               => (string) $category->id,
                     'name'             => $category->name,
                     'difference'       => $expense['sum'],
-                    'difference_float' => (float)$expense['sum'], // intentional float
-                    'currency_id'      => (string)$expense['currency_id'],
+                    'difference_float' => (float) $expense['sum'], // intentional float
+                    'currency_id'      => (string) $expense['currency_id'],
                     'currency_code'    => $expense['currency_code'],
                 ];
             }
@@ -102,14 +94,6 @@ class CategoryController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferNoCategory
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function noCategory(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -117,12 +101,13 @@ class CategoryController extends Controller
         $assetAccounts = $request->getAssetAccounts();
         $result        = [];
         $expenses      = $this->noRepository->sumExpenses($start, $end, $assetAccounts);
+
         /** @var array $expense */
         foreach ($expenses as $expense) {
             $result[] = [
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // intentional float
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // intentional float
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * PeriodController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,58 +26,62 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Expense;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class PeriodController
  */
 class PeriodController extends Controller
 {
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightExpenseTotal
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function total(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type)
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
-        $genericSet = $collector->getExtractedJournals();
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
+        $genericSet       = $collector->getExtractedJournals();
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // same code as many other sumExpense methods. I think this needs some kind of generic method.
+            $amount                                    = '0';
+            $currencyId                                = (int) $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            if ($convertToPrimary) {
+                $amount = Amount::getAmountFromJournal($journal);
+                if ($primary->id !== (int) $journal['currency_id'] && $primary->id !== (int) $journal['foreign_currency_id']) {
+                    $currencyId   = $primary->id;
+                    $currencyCode = $primary->code;
+                }
+                if ($primary->id !== (int) $journal['currency_id'] && $primary->id === (int) $journal['foreign_currency_id']) {
+                    $currencyId   = $journal['foreign_currency_id'];
+                    $currencyCode = $journal['foreign_currency_code'];
+                }
+                Log::debug(sprintf('[a] Add amount %s %s', $currencyCode, $amount));
+            }
+            if (!$convertToPrimary) {
+                // ignore the amount in foreign currency.
+                Log::debug(sprintf('[b] Add amount %s %s', $currencyCode, $journal['amount']));
+                $amount = $journal['amount'];
+            }
 
-            if (0 !== $currencyId) {
-                $response[$currencyId]                     = $response[$currencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $journal['amount']);
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference']; // intentional float
-            }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId]                     = $response[$foreignCurrencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd($response[$foreignCurrencyId]['difference'], $journal['foreign_amount']);
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference']; // intentional float
-            }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $amount);
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference']; // intentional float
         }
 
         return response()->json(array_values($response));

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

@@ -26,10 +26,12 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Expense;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Tag\TagRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 
 /**
  * Class TagController
@@ -55,75 +57,70 @@ 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.
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
      */
     public function noTag(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
         $collector->withoutTags();
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
 
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // same code as many other sumExpense methods. I think this needs some kind of generic method.
+            $amount                                    = '0';
+            $currencyId                                = (int) $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            if ($convertToPrimary) {
+                $amount = Amount::getAmountFromJournal($journal);
+                if ($primary->id !== (int) $journal['currency_id'] && $primary->id !== (int) $journal['foreign_currency_id']) {
+                    $currencyId   = $primary->id;
+                    $currencyCode = $primary->code;
+                }
+                if ($primary->id !== (int) $journal['currency_id'] && $primary->id === (int) $journal['foreign_currency_id']) {
+                    $currencyId   = $journal['foreign_currency_id'];
+                    $currencyCode = $journal['foreign_currency_code'];
+                }
+                Log::debug(sprintf('[a] Add amount %s %s', $currencyCode, $amount));
+            }
+            if (!$convertToPrimary) {
+                // ignore the amount in foreign currency.
+                Log::debug(sprintf('[b] Add amount %s %s', $currencyCode, $journal['amount']));
+                $amount = $journal['amount'];
+            }
 
-            if (0 !== $currencyId) {
-                $response[$currencyId]                     = $response[$currencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $journal['amount']);
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference']; // float but on purpose.
-            }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId]                     = $response[$foreignCurrencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd($response[$foreignCurrencyId]['difference'], $journal['foreign_amount']);
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference']; // float but on purpose.
-            }
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], $amount);
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference']; // float but on purpose.
         }
 
         return response()->json(array_values($response));
     }
 
     /**
-     * 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.
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
      */
     public function tag(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $tags     = $request->getTags();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts   = $request->getAssetAccounts();
+        $tags       = $request->getTags();
+        $start      = $request->getStart();
+        $end        = $request->getEnd();
+        $response   = [];
 
         // get all tags:
         if (0 === $tags->count()) {
@@ -131,14 +128,15 @@ class TagController extends Controller
         }
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::WITHDRAWAL])->setRange($start, $end)->setSourceAccounts($accounts);
+        $collector  = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::WITHDRAWAL->value])->setRange($start, $end)->setSourceAccounts($accounts);
         $collector->setTags($tags);
         $genericSet = $collector->getExtractedJournals();
+
         /** @var array $journal */
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            $currencyId        = (int) $journal['currency_id'];
+            $foreignCurrencyId = (int) $journal['foreign_currency_id'];
 
             /** @var array $tag */
             foreach ($journal['tags'] as $tag) {
@@ -148,16 +146,16 @@ class TagController extends Controller
 
                 // on currency ID
                 if (0 !== $currencyId) {
-                    $response[$key]                     = $response[$key] ?? [
-                        'id'               => (string)$tagId,
+                    $response[$key] ??= [
+                        'id'               => (string) $tagId,
                         'name'             => $tag['name'],
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$currencyId,
+                        'currency_id'      => (string) $currencyId,
                         'currency_code'    => $journal['currency_code'],
                     ];
-                    $response[$key]['difference']       = bcadd($response[$key]['difference'], $journal['amount']);
-                    $response[$key]['difference_float'] = (float)$response[$key]['difference']; // float but on purpose.
+                    $response[$key]['difference']       = bcadd((string) $response[$key]['difference'], (string) $journal['amount']);
+                    $response[$key]['difference_float'] = (float) $response[$key]['difference']; // float but on purpose.
                 }
 
                 // on foreign ID
@@ -165,11 +163,11 @@ class TagController extends Controller
                     $response[$foreignKey]                     = $journal[$foreignKey] ?? [
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$foreignCurrencyId,
+                        'currency_id'      => (string) $foreignCurrencyId,
                         'currency_code'    => $journal['foreign_currency_code'],
                     ];
-                    $response[$foreignKey]['difference']       = bcadd($response[$foreignKey]['difference'], $journal['foreign_amount']);
-                    $response[$foreignKey]['difference_float'] = (float)$response[$foreignKey]['difference']; // float but on purpose.
+                    $response[$foreignKey]['difference']       = bcadd((string) $response[$foreignKey]['difference'], (string) $journal['foreign_amount']);
+                    $response[$foreignKey]['difference_float'] = (float) $response[$foreignKey]['difference']; // float but on purpose.
                 }
             }
         }

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

@@ -28,12 +28,10 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Repositories\Account\OperationsRepositoryInterface;
-use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface;
 use FireflyIII\Support\Http\Api\ApiSupport;
 use Illuminate\Http\JsonResponse;
 
 /**
- *
  * Class AccountController
  *
  * Shows income information grouped or limited by date.
@@ -43,27 +41,21 @@ class AccountController extends Controller
 {
     use ApiSupport;
 
-    private CurrencyRepositoryInterface   $currencyRepository;
     private OperationsRepositoryInterface $opsRepository;
     private AccountRepositoryInterface    $repository;
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
         parent::__construct();
         $this->middleware(
             function ($request, $next) {
-                $user             = auth()->user();
-                $this->repository = app(AccountRepositoryInterface::class);
+                $user                = auth()->user();
+                $this->repository    = app(AccountRepositoryInterface::class);
                 $this->repository->setUser($user);
 
-                $this->currencyRepository = app(CurrencyRepositoryInterface::class);
-                $this->currencyRepository->setUser($user);
-
                 $this->opsRepository = app(OperationsRepositoryInterface::class);
                 $this->opsRepository->setUser($user);
 
@@ -72,29 +64,23 @@ class AccountController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeAsset
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function asset(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
         $end           = $request->getEnd();
         $assetAccounts = $request->getAssetAccounts();
+
         $income        = $this->opsRepository->sumIncomeByDestination($start, $end, $assetAccounts);
         $result        = [];
+
         /** @var array $entry */
         foreach ($income as $entry) {
             $result[] = [
-                'id'               => (string)$entry['id'],
+                'id'               => (string) $entry['id'],
                 'name'             => $entry['name'],
                 'difference'       => $entry['sum'],
-                'difference_float' => (float)$entry['sum'], // float but on purpose.
-                'currency_id'      => (string)$entry['currency_id'],
+                'difference_float' => (float) $entry['sum'], // float but on purpose.
+                'currency_id'      => (string) $entry['currency_id'],
                 'currency_code'    => $entry['currency_code'],
             ];
         }
@@ -102,14 +88,6 @@ class AccountController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeRevenue
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function revenue(GenericRequest $request): JsonResponse
     {
         $start           = $request->getStart();
@@ -122,11 +100,11 @@ class AccountController extends Controller
         /** @var array $entry */
         foreach ($income as $entry) {
             $result[] = [
-                'id'               => (string)$entry['id'],
+                'id'               => (string) $entry['id'],
                 'name'             => $entry['name'],
                 'difference'       => $entry['sum'],
-                'difference_float' => (float)$entry['sum'], // float but on purpose.
-                'currency_id'      => (string)$entry['currency_id'],
+                'difference_float' => (float) $entry['sum'], // float but on purpose.
+                'currency_id'      => (string) $entry['currency_id'],
                 'currency_code'    => $entry['currency_code'],
             ];
         }

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

@@ -44,8 +44,6 @@ class CategoryController extends Controller
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -65,14 +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
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function category(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -83,17 +73,19 @@ class CategoryController extends Controller
         if (0 === $categories->count()) {
             $categories = $this->repository->getCategories();
         }
+
         /** @var Category $category */
         foreach ($categories as $category) {
-            $expenses = $this->opsRepository->sumIncome($start, $end, $assetAccounts, new Collection([$category]));
+            $expenses = $this->opsRepository->sumIncome($start, $end, $assetAccounts, new Collection()->push($category));
+
             /** @var array $expense */
             foreach ($expenses as $expense) {
                 $result[] = [
-                    'id'               => (string)$category->id,
+                    'id'               => (string) $category->id,
                     'name'             => $category->name,
                     'difference'       => $expense['sum'],
-                    'difference_float' => (float)$expense['sum'], // float but on purpose.
-                    'currency_id'      => (string)$expense['currency_id'],
+                    'difference_float' => (float) $expense['sum'], // float but on purpose.
+                    'currency_id'      => (string) $expense['currency_id'],
                     'currency_code'    => $expense['currency_code'],
                 ];
             }
@@ -102,14 +94,6 @@ class CategoryController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightIncomeNoCategory
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function noCategory(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -117,12 +101,13 @@ class CategoryController extends Controller
         $assetAccounts = $request->getAssetAccounts();
         $result        = [];
         $expenses      = $this->noRepository->sumIncome($start, $end, $assetAccounts);
+
         /** @var array $expense */
         foreach ($expenses as $expense) {
             $result[] = [
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'], // float but on purpose.
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'], // float but on purpose.
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * PeriodController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,8 +26,10 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Income;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Facades\Steam;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -34,52 +37,43 @@ 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
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function total(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type)
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::DEPOSIT])->setRange($start, $end)->setDestinationAccounts($accounts);
-        $genericSet = $collector->getExtractedJournals();
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::DEPOSIT->value])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $genericSet       = $collector->getExtractedJournals();
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // currency
+            $currencyId                                = $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            $field                                     = $convertToPrimary && $currencyId !== $primary->id ? 'pc_amount' : 'amount';
 
-            if (0 !== $currencyId) {
-                $response[$currencyId]                     = $response[$currencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], app('steam')->positive($journal['amount']));
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference']; // float but on purpose.
+            // perhaps use default currency instead?
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
             }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId]                     = $response[$foreignCurrencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd(
-                    $response[$foreignCurrencyId]['difference'],
-                    app('steam')->positive($journal['foreign_amount'])
-                );
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference']; // float but on purpose.
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
             }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], Steam::positive($journal[$field]));
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference']; // float but on purpose.
         }
 
         return response()->json(array_values($response));

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

@@ -26,9 +26,11 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Income;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Tag\TagRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Facades\Steam;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -56,78 +58,64 @@ 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.
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
      */
     public function noTag(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::DEPOSIT])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::DEPOSIT->value])->setRange($start, $end)->setDestinationAccounts($accounts);
         $collector->withoutTags();
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
 
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // currency
+            $currencyId                                = $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            $field                                     = $convertToPrimary && $currencyId !== $primary->id ? 'pc_amount' : 'amount';
 
-            if (0 !== $currencyId) {
-                $response[$currencyId]                     = $response[$currencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], app('steam')->positive($journal['amount']));
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference'];
+            // perhaps use default currency instead?
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
             }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId]                     = $response[$foreignCurrencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd(
-                    $response[$foreignCurrencyId]['difference'],
-                    app('steam')->positive($journal['foreign_amount'])
-                );
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference'];
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
             }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], Steam::positive($journal[$field]));
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference'];
+
         }
 
         return response()->json(array_values($response));
     }
 
     /**
-     * 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.
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
      */
     public function tag(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $tags     = $request->getTags();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts   = $request->getAssetAccounts();
+        $tags       = $request->getTags();
+        $start      = $request->getStart();
+        $end        = $request->getEnd();
+        $response   = [];
 
         // get all tags:
         if (0 === $tags->count()) {
@@ -135,14 +123,15 @@ class TagController extends Controller
         }
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::DEPOSIT])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $collector  = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::DEPOSIT->value])->setRange($start, $end)->setDestinationAccounts($accounts);
         $collector->setTags($tags);
         $genericSet = $collector->getExtractedJournals();
+
         /** @var array $journal */
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            $currencyId        = (int) $journal['currency_id'];
+            $foreignCurrencyId = (int) $journal['foreign_currency_id'];
 
             /** @var array $tag */
             foreach ($journal['tags'] as $tag) {
@@ -152,16 +141,16 @@ class TagController extends Controller
 
                 // on currency ID
                 if (0 !== $currencyId) {
-                    $response[$key]                     = $response[$key] ?? [
-                        'id'               => (string)$tagId,
+                    $response[$key] ??= [
+                        'id'               => (string) $tagId,
                         'name'             => $tag['name'],
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$currencyId,
+                        'currency_id'      => (string) $currencyId,
                         'currency_code'    => $journal['currency_code'],
                     ];
-                    $response[$key]['difference']       = bcadd($response[$key]['difference'], app('steam')->positive($journal['amount']));
-                    $response[$key]['difference_float'] = (float)$response[$key]['difference'];
+                    $response[$key]['difference']       = bcadd((string) $response[$key]['difference'], Steam::positive($journal['amount']));
+                    $response[$key]['difference_float'] = (float) $response[$key]['difference'];
                 }
 
                 // on foreign ID
@@ -169,14 +158,11 @@ class TagController extends Controller
                     $response[$foreignKey]                     = $journal[$foreignKey] ?? [
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$foreignCurrencyId,
+                        'currency_id'      => (string) $foreignCurrencyId,
                         'currency_code'    => $journal['foreign_currency_code'],
                     ];
-                    $response[$foreignKey]['difference']       = bcadd(
-                        $response[$foreignKey]['difference'],
-                        app('steam')->positive($journal['foreign_amount'])
-                    );
-                    $response[$foreignKey]['difference_float'] = (float)$response[$foreignKey]['difference'];
+                    $response[$foreignKey]['difference']       = bcadd((string) $response[$foreignKey]['difference'], Steam::positive($journal['foreign_amount']));
+                    $response[$foreignKey]['difference_float'] = (float) $response[$foreignKey]['difference'];
                 }
             }
         }

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * AccountController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -40,8 +41,6 @@ class AccountController extends Controller
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -57,14 +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
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function asset(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * CategoryController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -43,8 +44,6 @@ class CategoryController extends Controller
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -64,14 +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
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function category(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -82,17 +73,19 @@ class CategoryController extends Controller
         if (0 === $categories->count()) {
             $categories = $this->repository->getCategories();
         }
+
         /** @var Category $category */
         foreach ($categories as $category) {
-            $expenses = $this->opsRepository->sumTransfers($start, $end, $assetAccounts, new Collection([$category]));
+            $expenses = $this->opsRepository->sumTransfers($start, $end, $assetAccounts, new Collection()->push($category));
+
             /** @var array $expense */
             foreach ($expenses as $expense) {
                 $result[] = [
-                    'id'               => (string)$category->id,
+                    'id'               => (string) $category->id,
                     'name'             => $category->name,
                     'difference'       => $expense['sum'],
-                    'difference_float' => (float)$expense['sum'],
-                    'currency_id'      => (string)$expense['currency_id'],
+                    'difference_float' => (float) $expense['sum'],
+                    'currency_id'      => (string) $expense['currency_id'],
                     'currency_code'    => $expense['currency_code'],
                 ];
             }
@@ -101,14 +94,6 @@ class CategoryController extends Controller
         return response()->json($result);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferNoCategory
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function noCategory(GenericRequest $request): JsonResponse
     {
         $start         = $request->getStart();
@@ -116,12 +101,13 @@ class CategoryController extends Controller
         $assetAccounts = $request->getAssetAccounts();
         $result        = [];
         $expenses      = $this->noRepository->sumTransfers($start, $end, $assetAccounts);
+
         /** @var array $expense */
         foreach ($expenses as $expense) {
             $result[] = [
                 'difference'       => $expense['sum'],
-                'difference_float' => (float)$expense['sum'],
-                'currency_id'      => (string)$expense['currency_id'],
+                'difference_float' => (float) $expense['sum'],
+                'currency_id'      => (string) $expense['currency_id'],
                 'currency_code'    => $expense['currency_code'],
             ];
         }

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * PeriodController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,8 +26,10 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Transfer;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Facades\Steam;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -34,52 +37,44 @@ 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
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function total(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
 
         // collect all expenses in this period (regardless of type)
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::TRANSFER])->setRange($start, $end)->setDestinationAccounts($accounts);
-        $genericSet = $collector->getExtractedJournals();
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::TRANSFER->value])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $genericSet       = $collector->getExtractedJournals();
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // currency
+            $currencyId                                = $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            $field                                     = $convertToPrimary && $currencyId !== $primary->id ? 'pc_amount' : 'amount';
 
-            if (0 !== $currencyId) {
-                $response[$currencyId]                     = $response[$currencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], app('steam')->positive($journal['amount']));
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference'];
+            // perhaps use default currency instead?
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
             }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId]                     = $response[$foreignCurrencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd(
-                    $response[$foreignCurrencyId]['difference'],
-                    app('steam')->positive($journal['foreign_amount'])
-                );
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference'];
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
             }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], Steam::positive($journal[$field]));
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference'];
+
         }
 
         return response()->json(array_values($response));

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * TagController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -25,9 +26,11 @@ namespace FireflyIII\Api\V1\Controllers\Insight\Transfer;
 
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Insight\GenericRequest;
+use FireflyIII\Enums\TransactionTypeEnum;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
-use FireflyIII\Models\TransactionType;
 use FireflyIII\Repositories\Tag\TagRepositoryInterface;
+use FireflyIII\Support\Facades\Amount;
+use FireflyIII\Support\Facades\Steam;
 use Illuminate\Http\JsonResponse;
 
 /**
@@ -54,77 +57,63 @@ class TagController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/insight/insightTransferNoTag
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
-     */
     public function noTag(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts         = $request->getAssetAccounts();
+        $start            = $request->getStart();
+        $end              = $request->getEnd();
+        $response         = [];
+        $convertToPrimary = Amount::convertToPrimary();
+        $primary          = Amount::getPrimaryCurrency();
+
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::TRANSFER])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $collector        = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::TRANSFER->value])->setRange($start, $end)->setDestinationAccounts($accounts);
         $collector->withoutTags();
 
-        $genericSet = $collector->getExtractedJournals();
+        $genericSet       = $collector->getExtractedJournals();
 
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            // currency
+            $currencyId                                = $journal['currency_id'];
+            $currencyCode                              = $journal['currency_code'];
+            $field                                     = $convertToPrimary && $currencyId !== $primary->id ? 'pc_amount' : 'amount';
 
-            if (0 !== $currencyId) {
-                $response[$currencyId]                     = $response[$currencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$currencyId,
-                    'currency_code'    => $journal['currency_code'],
-                ];
-                $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], app('steam')->positive($journal['amount']));
-                $response[$currencyId]['difference_float'] = (float)$response[$currencyId]['difference'];
+            // perhaps use default currency instead?
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id) {
+                $currencyId   = $primary->id;
+                $currencyCode = $primary->code;
             }
-            if (0 !== $foreignCurrencyId) {
-                $response[$foreignCurrencyId]                     = $response[$foreignCurrencyId] ?? [
-                    'difference'       => '0',
-                    'difference_float' => 0,
-                    'currency_id'      => (string)$foreignCurrencyId,
-                    'currency_code'    => $journal['foreign_currency_code'],
-                ];
-                $response[$foreignCurrencyId]['difference']       = bcadd(
-                    $response[$foreignCurrencyId]['difference'],
-                    app('steam')->positive($journal['foreign_amount'])
-                );
-                $response[$foreignCurrencyId]['difference_float'] = (float)$response[$foreignCurrencyId]['difference'];
+            // use foreign amount when the foreign currency IS the default currency.
+            if ($convertToPrimary && $journal['currency_id'] !== $primary->id && $primary->id === $journal['foreign_currency_id']) {
+                $field = 'foreign_amount';
             }
+
+            $response[$currencyId] ??= [
+                'difference'       => '0',
+                'difference_float' => 0,
+                'currency_id'      => (string) $currencyId,
+                'currency_code'    => $currencyCode,
+            ];
+            $response[$currencyId]['difference']       = bcadd($response[$currencyId]['difference'], Steam::positive($journal[$field]));
+            $response[$currencyId]['difference_float'] = (float) $response[$currencyId]['difference'];
+
         }
 
         return response()->json(array_values($response));
     }
 
     /**
-     * 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.
-     *
-     * @param  GenericRequest  $request
-     *
-     * @return JsonResponse
      */
     public function tag(GenericRequest $request): JsonResponse
     {
-        $accounts = $request->getAssetAccounts();
-        $tags     = $request->getTags();
-        $start    = $request->getStart();
-        $end      = $request->getEnd();
-        $response = [];
+        $accounts   = $request->getAssetAccounts();
+        $tags       = $request->getTags();
+        $start      = $request->getStart();
+        $end        = $request->getEnd();
+        $response   = [];
 
         // get all tags:
         if (0 === $tags->count()) {
@@ -132,14 +121,15 @@ class TagController extends Controller
         }
 
         // collect all expenses in this period (regardless of type) by the given bills and accounts.
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setTypes([TransactionType::TRANSFER])->setRange($start, $end)->setDestinationAccounts($accounts);
+        $collector  = app(GroupCollectorInterface::class);
+        $collector->setTypes([TransactionTypeEnum::TRANSFER->value])->setRange($start, $end)->setDestinationAccounts($accounts);
         $collector->setTags($tags);
         $genericSet = $collector->getExtractedJournals();
+
         /** @var array $journal */
         foreach ($genericSet as $journal) {
-            $currencyId        = (int)$journal['currency_id'];
-            $foreignCurrencyId = (int)$journal['foreign_currency_id'];
+            $currencyId        = (int) $journal['currency_id'];
+            $foreignCurrencyId = (int) $journal['foreign_currency_id'];
 
             /** @var array $tag */
             foreach ($journal['tags'] as $tag) {
@@ -149,16 +139,16 @@ class TagController extends Controller
 
                 // on currency ID
                 if (0 !== $currencyId) {
-                    $response[$key]                     = $response[$key] ?? [
-                        'id'               => (string)$tagId,
+                    $response[$key] ??= [
+                        'id'               => (string) $tagId,
                         'name'             => $tag['name'],
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$currencyId,
+                        'currency_id'      => (string) $currencyId,
                         'currency_code'    => $journal['currency_code'],
                     ];
-                    $response[$key]['difference']       = bcadd($response[$key]['difference'], app('steam')->positive($journal['amount']));
-                    $response[$key]['difference_float'] = (float)$response[$key]['difference'];
+                    $response[$key]['difference']       = bcadd((string) $response[$key]['difference'], Steam::positive($journal['amount']));
+                    $response[$key]['difference_float'] = (float) $response[$key]['difference'];
                 }
 
                 // on foreign ID
@@ -166,14 +156,14 @@ class TagController extends Controller
                     $response[$foreignKey]                     = $journal[$foreignKey] ?? [
                         'difference'       => '0',
                         'difference_float' => 0,
-                        'currency_id'      => (string)$foreignCurrencyId,
+                        'currency_id'      => (string) $foreignCurrencyId,
                         'currency_code'    => $journal['foreign_currency_code'],
                     ];
                     $response[$foreignKey]['difference']       = bcadd(
-                        $response[$foreignKey]['difference'],
-                        app('steam')->positive($journal['foreign_amount'])
+                        (string) $response[$foreignKey]['difference'],
+                        Steam::positive($journal['foreign_amount'])
                     );
-                    $response[$foreignKey]['difference_float'] = (float)$response[$foreignKey]['difference']; // intentional float
+                    $response[$foreignKey]['difference_float'] = (float) $response[$foreignKey]['difference']; // intentional float
                 }
             }
         }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2019 james@firefly-iii.org
@@ -33,14 +34,12 @@ use Illuminate\Http\JsonResponse;
  */
 class DestroyController extends Controller
 {
-    public const RESOURCE_KEY = 'accounts';
+    public const string RESOURCE_KEY = 'accounts';
 
     private AccountRepositoryInterface $repository;
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -56,15 +55,7 @@ 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.
-     *
-     * @param  Account  $account
-     *
-
-     * @return JsonResponse
      */
     public function destroy(Account $account): JsonResponse
     {

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2019 james@firefly-iii.org
@@ -24,11 +25,12 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Controllers\Models\Account;
 
 use FireflyIII\Api\V1\Controllers\Controller;
-use FireflyIII\Exceptions\FireflyException;
 use FireflyIII\Helpers\Collector\GroupCollectorInterface;
 use FireflyIII\Models\Account;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Support\Http\Api\TransactionFilter;
+use FireflyIII\Support\JsonApi\Enrichments\PiggyBankEnrichment;
+use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
 use FireflyIII\Transformers\AttachmentTransformer;
 use FireflyIII\Transformers\PiggyBankTransformer;
 use FireflyIII\Transformers\TransactionGroupTransformer;
@@ -47,14 +49,12 @@ class ListController extends Controller
 {
     use TransactionFilter;
 
-    public const RESOURCE_KEY = 'accounts';
+    public const string RESOURCE_KEY = 'accounts';
 
     private AccountRepositoryInterface $repository;
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -69,125 +69,104 @@ class ListController extends Controller
         );
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/listAttachmentByAccount
-     *
-     * @param  Account  $account
-     *
-     * @return JsonResponse
-
-     * @throws FireflyException
-     */
     public function attachments(Account $account): JsonResponse
     {
-        $manager    = $this->getManager();
-        $pageSize   = (int)app('preferences')->getForUser(auth()->user(), 'listPageSize', 50)->data;
-        $collection = $this->repository->getAttachments($account);
+        $manager     = $this->getManager();
+        $pageSize    = $this->parameters->get('limit');
+        $collection  = $this->repository->getAttachments($account);
 
         $count       = $collection->count();
         $attachments = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
 
         // make paginator:
-        $paginator = new LengthAwarePaginator($attachments, $count, $pageSize, $this->parameters->get('page'));
+        $paginator   = new LengthAwarePaginator($attachments, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.accounts.attachments', [$account->id]).$this->buildParams());
 
         /** @var AttachmentTransformer $transformer */
         $transformer = app(AttachmentTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource = new FractalCollection($attachments, $transformer, 'attachments');
+        $resource    = new FractalCollection($attachments, $transformer, 'attachments');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
     }
 
-    /**
-     * This endpoint is documented at:
-     * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/listPiggyBankByAccount
-     *
-     * @param  Account  $account
-     *
-     * @return JsonResponse
-     * @throws FireflyException
-
-     */
     public function piggyBanks(Account $account): JsonResponse
     {
         // create some objects:
-        $manager = $this->getManager();
+        $manager     = $this->getManager();
 
         // types to get, page size:
-        $pageSize = (int)app('preferences')->getForUser(auth()->user(), 'listPageSize', 50)->data;
+        $pageSize    = $this->parameters->get('limit');
 
-        // get list of budgets. Count it and split it.
-        $collection = $this->repository->getPiggyBanks($account);
-        $count      = $collection->count();
-        $piggyBanks = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+        // get list of piggy banks. Count it and split it.
+        $collection  = $this->repository->getPiggyBanks($account);
+        $count       = $collection->count();
+        $piggyBanks  = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new PiggyBankEnrichment();
+        $enrichment->setUser($admin);
+        $piggyBanks  = $enrichment->enrich($piggyBanks);
 
         // make paginator:
-        $paginator = new LengthAwarePaginator($piggyBanks, $count, $pageSize, $this->parameters->get('page'));
+        $paginator   = new LengthAwarePaginator($piggyBanks, $count, $pageSize, $this->parameters->get('page'));
         $paginator->setPath(route('api.v1.accounts.piggy-banks', [$account->id]).$this->buildParams());
 
         /** @var PiggyBankTransformer $transformer */
         $transformer = app(PiggyBankTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource = new FractalCollection($piggyBanks, $transformer, 'piggy_banks');
+        $resource    = new FractalCollection($piggyBanks, $transformer, 'piggy-banks');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
     }
 
     /**
-     * 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.
-     *
-
-     *
-     * @param  Request  $request
-     * @param  Account  $account
-     *
-     * @return JsonResponse
-     * @throws FireflyException
      */
     public function transactions(Request $request, Account $account): JsonResponse
     {
-        $pageSize = (int)app('preferences')->getForUser(auth()->user(), 'listPageSize', 50)->data;
-        $type     = $request->get('type') ?? 'default';
+        $pageSize     = $this->parameters->get('limit');
+        $type         = $request->get('type') ?? 'default';
         $this->parameters->set('type', $type);
+        $types        = $this->mapTransactionTypes($this->parameters->get('type'));
+        $manager      = $this->getManager();
 
-        // user can overrule page size with limit parameter.
-        $limit = $this->parameters->get('limit');
-        if (null !== $limit && $limit > 0) {
-            $pageSize = $limit;
-        }
-        $types   = $this->mapTransactionTypes($this->parameters->get('type'));
-        $manager = $this->getManager();
         /** @var User $admin */
-        $admin = auth()->user();
+        $admin        = auth()->user();
 
         // use new group collector:
         /** @var GroupCollectorInterface $collector */
-        $collector = app(GroupCollectorInterface::class);
-        $collector->setUser($admin)->setAccounts(new Collection([$account]))
-                  ->withAPIInformation()->setLimit($pageSize)->setPage($this->parameters->get('page'))->setTypes($types);
+        $collector    = app(GroupCollectorInterface::class);
+        $collector->setUser($admin)->setAccounts(new Collection()->push($account))
+            ->withAPIInformation()->setLimit($pageSize)->setPage($this->parameters->get('page'))->setTypes($types)
+        ;
 
-        if (null !== $this->parameters->get('start') && null !== $this->parameters->get('end')) {
-            $collector->setRange($this->parameters->get('start'), $this->parameters->get('end'));
+        if (null !== $this->parameters->get('start')) {
+            $collector->setStart($this->parameters->get('start'));
+        }
+        if (null !== $this->parameters->get('end')) {
+            $collector->setEnd($this->parameters->get('end'));
         }
 
-        $paginator = $collector->getPaginatedGroups();
+        $paginator    = $collector->getPaginatedGroups();
         $paginator->setPath(route('api.v1.accounts.transactions', [$account->id]).$this->buildParams());
-        $groups = $paginator->getCollection();
+
+        // enrich
+        $enrichment   = new TransactionGroupEnrichment();
+        $enrichment->setUser($admin);
+        $transactions = $enrichment->enrich($paginator->getCollection());
 
         /** @var TransactionGroupTransformer $transformer */
-        $transformer = app(TransactionGroupTransformer::class);
+        $transformer  = app(TransactionGroupTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource = new FractalCollection($groups, $transformer, 'transactions');
+        $resource     = new FractalCollection($transactions, $transformer, 'transactions');
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);

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

@@ -1,4 +1,5 @@
 <?php
+
 /*
  * ShowController.php
  * Copyright (c) 2021 james@firefly-iii.org
@@ -24,13 +25,14 @@ declare(strict_types=1);
 namespace FireflyIII\Api\V1\Controllers\Models\Account;
 
 use FireflyIII\Api\V1\Controllers\Controller;
-use FireflyIII\Exceptions\FireflyException;
+use FireflyIII\Api\V1\Requests\Models\Account\ShowRequest;
 use FireflyIII\Models\Account;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
 use FireflyIII\Support\Http\Api\AccountFilter;
+use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
-use Illuminate\Http\Request;
 use Illuminate\Pagination\LengthAwarePaginator;
 use League\Fractal\Pagination\IlluminatePaginatorAdapter;
 use League\Fractal\Resource\Collection as FractalCollection;
@@ -43,14 +45,12 @@ class ShowController extends Controller
 {
     use AccountFilter;
 
-    public const RESOURCE_KEY = 'accounts';
+    public const string RESOURCE_KEY = 'accounts';
 
     private AccountRepositoryInterface $repository;
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -66,46 +66,52 @@ 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.
-     *
-     * @param  Request  $request
-     *
-     * @return JsonResponse
-     * @throws FireflyException
-
      */
-    public function index(Request $request): JsonResponse
+    public function index(ShowRequest $request): JsonResponse
     {
-        $manager = $this->getManager();
-        $type    = $request->get('type') ?? 'all';
-        $this->parameters->set('type', $type);
-
-        // types to get, page size:
-        $types    = $this->mapAccountTypes($this->parameters->get('type'));
-        $pageSize = (int)app('preferences')->getForUser(auth()->user(), 'listPageSize', 50)->data;
+        $manager     = $this->getManager();
+        [
+            'types'  => $types,
+            'page'   => $page,
+            'limit'  => $limit,
+            'offset' => $offset,
+            'sort'   => $sort,
+            'start'  => $start,
+            'end'    => $end,
+            'date'   => $date,
+        ]
+                     = $request->attributes->all();
 
         // get list of accounts. Count it and split it.
         $this->repository->resetAccountOrder();
-        $collection = $this->repository->getAccountsByType($types, $this->parameters->get('sort') ?? []);
-        $count      = $collection->count();
+        $collection  = $this->repository->getAccountsByType($types, $sort);
+        $count       = $collection->count();
 
         // continue sort:
+        // TODO if the user sorts on DB dependent field there must be no slice before enrichment, only after.
+        // TODO still need to figure out how to do this easily.
+        $accounts    = $collection->slice($offset, $limit);
 
-
-        $accounts = $collection->slice(($this->parameters->get('page') - 1) * $pageSize, $pageSize);
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new AccountEnrichment();
+        $enrichment->setSort($sort);
+        $enrichment->setDate($date);
+        $enrichment->setStart($start);
+        $enrichment->setEnd($end);
+        $enrichment->setUser($admin);
+        $accounts    = $enrichment->enrich($accounts);
 
         // make paginator:
-        $paginator = new LengthAwarePaginator($accounts, $count, $pageSize, $this->parameters->get('page'));
+        $paginator   = new LengthAwarePaginator($accounts, $count, $limit, $page);
         $paginator->setPath(route('api.v1.accounts.index').$this->buildParams());
 
         /** @var AccountTransformer $transformer */
         $transformer = app(AccountTransformer::class);
-        $transformer->setParameters($this->parameters);
 
-        $resource = new FractalCollection($accounts, $transformer, self::RESOURCE_KEY);
+        $resource    = new FractalCollection($accounts, $transformer, self::RESOURCE_KEY);
         $resource->setPaginator(new IlluminatePaginatorAdapter($paginator));
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
@@ -116,22 +122,29 @@ class ShowController extends Controller
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/getAccount
      *
      * Show single instance.
-     *
-     * @param  Account  $account
-     *
-     * @return JsonResponse
      */
-    public function show(Account $account): JsonResponse
+    public function show(ShowRequest $request, Account $account): JsonResponse
     {
         // get list of accounts. Count it and split it.
         $this->repository->resetAccountOrder();
         $account->refresh();
-        $manager = $this->getManager();
+        $manager              = $this->getManager();
+        [$start, $end, $date] = $request->attributes->all();
+
+        // enrich
+        /** @var User $admin */
+        $admin                = auth()->user();
+        $enrichment           = new AccountEnrichment();
+        $enrichment->setDate($date);
+        $enrichment->setStart($start);
+        $enrichment->setEnd($end);
+        $enrichment->setUser($admin);
+        $account              = $enrichment->enrichSingle($account);
+
 
         /** @var AccountTransformer $transformer */
-        $transformer = app(AccountTransformer::class);
-        $transformer->setParameters($this->parameters);
-        $resource = new Item($account, $transformer, self::RESOURCE_KEY);
+        $transformer          = app(AccountTransformer::class);
+        $resource             = new Item($account, $transformer, self::RESOURCE_KEY);
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
     }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2019 james@firefly-iii.org
@@ -26,7 +27,9 @@ namespace FireflyIII\Api\V1\Controllers\Models\Account;
 use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Account\StoreRequest;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
 use League\Fractal\Resource\Item;
 
@@ -35,14 +38,12 @@ use League\Fractal\Resource\Item;
  */
 class StoreController extends Controller
 {
-    public const RESOURCE_KEY = 'accounts';
+    public const string RESOURCE_KEY = 'accounts';
 
     private AccountRepositoryInterface $repository;
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -62,23 +63,27 @@ class StoreController extends Controller
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/storeAccount
      *
      * Store a new instance.
-     *
-     * @param  StoreRequest  $request
-     *
-     * @return JsonResponse
      */
     public function store(StoreRequest $request): JsonResponse
     {
-        $data = $request->getAllAccountData();
+        $data        = $request->getAllAccountData();
         $this->repository->resetAccountOrder();
-        $account = $this->repository->store($data);
-        $manager = $this->getManager();
+        $account     = $this->repository->store($data);
+        $manager     = $this->getManager();
+
+        // enrich
+        /** @var User $admin */
+        $admin       = auth()->user();
+        $enrichment  = new AccountEnrichment();
+        $enrichment->setDate(null);
+        $enrichment->setUser($admin);
+        $account     = $enrichment->enrichSingle($account);
 
         /** @var AccountTransformer $transformer */
         $transformer = app(AccountTransformer::class);
         $transformer->setParameters($this->parameters);
 
-        $resource = new Item($account, $transformer, self::RESOURCE_KEY);
+        $resource    = new Item($account, $transformer, self::RESOURCE_KEY);
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
     }

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

@@ -1,4 +1,5 @@
 <?php
+
 /**
  * AccountController.php
  * Copyright (c) 2019 james@firefly-iii.org
@@ -27,25 +28,24 @@ use FireflyIII\Api\V1\Controllers\Controller;
 use FireflyIII\Api\V1\Requests\Models\Account\UpdateRequest;
 use FireflyIII\Models\Account;
 use FireflyIII\Repositories\Account\AccountRepositoryInterface;
+use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
 use FireflyIII\Transformers\AccountTransformer;
+use FireflyIII\User;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Support\Facades\Log;
 use League\Fractal\Resource\Item;
-use Log;
-use Preferences;
 
 /**
  * Class UpdateController
  */
 class UpdateController extends Controller
 {
-    public const RESOURCE_KEY = 'accounts';
+    public const string RESOURCE_KEY = 'accounts';
 
     private AccountRepositoryInterface $repository;
 
     /**
      * AccountController constructor.
-     *
-
      */
     public function __construct()
     {
@@ -65,11 +65,6 @@ class UpdateController extends Controller
      * https://api-docs.firefly-iii.org/?urls.primaryName=2.0.0%20(v1)#/accounts/updateAccount
      *
      * Update account.
-     *
-     * @param  UpdateRequest  $request
-     * @param  Account  $account
-     *
-     * @return JsonResponse
      */
     public function update(UpdateRequest $request, Account $account): JsonResponse
     {
@@ -79,12 +74,20 @@ class UpdateController extends Controller
         $account      = $this->repository->update($account, $data);
         $manager      = $this->getManager();
         $account->refresh();
-        Preferences::mark();
+        app('preferences')->mark();
+
+        // enrich
+        /** @var User $admin */
+        $admin        = auth()->user();
+        $enrichment   = new AccountEnrichment();
+        $enrichment->setDate(null);
+        $enrichment->setUser($admin);
+        $account      = $enrichment->enrichSingle($account);
 
         /** @var AccountTransformer $transformer */
-        $transformer = app(AccountTransformer::class);
+        $transformer  = app(AccountTransformer::class);
         $transformer->setParameters($this->parameters);
-        $resource = new Item($account, $transformer, self::RESOURCE_KEY);
+        $resource     = new Item($account, $transformer, self::RESOURCE_KEY);
 
         return response()->json($manager->createData($resource)->toArray())->header('Content-Type', self::CONTENT_TYPE);
     }