accounts() ->with(['bank', 'loanDetail', 'realEstateDetail']) ->orderBy('name') ->get(); return Inertia::render('settings/accounts', [ 'accounts' => $accounts, ]); } /** * Store a newly created account. */ public function store(StoreAccountRequest $request, RealEstateBalanceGeneratorService $balanceGenerator, LoanBalanceGeneratorService $loanBalanceGenerator, AccountUserCurrencyService $accountUserCurrencyService): RedirectResponse|JsonResponse { /** @var User $user */ $user = Auth::user(); $validated = $request->validated(); $balance = $validated['balance'] ?? null; $account = $user->accounts()->create($this->accountAttributes($validated)); if ($balance !== null) { $account->balances()->create([ 'balance_date' => now()->toDateString(), 'balance' => $balance, ]); } if ($account->type === AccountType::RealEstate) { $this->createRealEstateDetail($account, $validated, $balance, $balanceGenerator); } if ($account->type === AccountType::Loan) { $this->createLoanDetail($account, $validated, $balance, $loanBalanceGenerator); $this->linkToRealEstateAccount($user, $account, $validated['linked_real_estate_account_id'] ?? null); } $accountUserCurrencyService->syncFromFirstAccount($account); if ($request->wantsJson()) { return response()->json($account, 201); } return redirect(url()->previousPath()); } /** * Update the specified account. */ public function update(UpdateAccountRequest $request, Account $account): RedirectResponse { $this->authorize('update', $account); $validated = $request->validated(); $account->update($this->accountAttributes($validated)); if ($account->type === AccountType::RealEstate) { $realEstateData = $this->realEstateAttributes($validated); if ($realEstateData !== []) { $account->realEstateDetail()->updateOrCreate( ['account_id' => $account->id], $realEstateData, ); } } if ($account->type === AccountType::Loan) { $errors = $this->syncLoanDetail($account, $validated); if ($errors !== []) { return to_route('accounts.index')->withErrors($errors); } } return to_route('accounts.index'); } /** * The account's own columns. Encryption is gone, so every write clears the * legacy flags rather than leaving stale ones behind. * * @param array $validated * @return array */ private function accountAttributes(array $validated): array { return [ ...collect($validated)->only([ 'name', 'bank_id', 'currency_code', 'type', 'ownership_percentage', 'ownership_applies_to_balance', ])->toArray(), 'encrypted' => false, 'name_iv' => null, ]; } /** * @param array $validated * @return array */ private function realEstateAttributes(array $validated): array { return collect($validated)->only([ 'property_type', 'address', 'purchase_price', 'purchase_date', 'area_value', 'area_unit', 'linked_loan_account_id', 'notes', 'revaluation_percentage', ])->filter(fn ($value) => $value !== null)->toArray(); } /** * The loan's own columns, defaulting the start date to what the user sent. * * @param array $validated * @return array */ private function loanAttributes(array $validated): array { $loanData = collect($validated)->only([ 'annual_interest_rate', 'loan_term_months', 'original_amount', ])->filter(fn ($value) => $value !== null)->toArray(); $loanStartDate = $validated['loan_start_date'] ?? null; if ($loanStartDate) { $loanData['start_date'] = $loanStartDate; } return $loanData; } /** * @param array $validated */ private function createRealEstateDetail(Account $account, array $validated, ?int $balance, RealEstateBalanceGeneratorService $balanceGenerator): void { $realEstateData = $this->realEstateAttributes($validated); if ($realEstateData !== []) { $account->realEstateDetail()->create($realEstateData); } // Historical balances need both ends of the line: what it was bought for // and what it is worth now. if ($balance === null || ! isset($validated['purchase_price'], $validated['purchase_date'])) { return; } $this->backfillHistoricalBalances( Carbon::parse($validated['purchase_date']), fn (Carbon $from) => $balanceGenerator->generateHistoricalBalances( $account, $validated['purchase_price'], Carbon::parse($validated['purchase_date']), $balance, from: $from, ), fn (Carbon $until) => GenerateHistoricalRealEstateBalancesJob::dispatch( $account, $validated['purchase_price'], Carbon::parse($validated['purchase_date']), $balance, Carbon::parse($validated['purchase_date']), $until, ), ); } /** * @param array $validated */ private function createLoanDetail(Account $account, array $validated, ?int $balance, LoanBalanceGeneratorService $loanBalanceGenerator): void { $loanData = $this->loanAttributes($validated); if (! isset($loanData['annual_interest_rate'], $loanData['loan_term_months'], $loanData['original_amount'])) { return; } $loanData['start_date'] ??= now()->toDateString(); $loanDetail = $account->loanDetail()->create($loanData); if ($balance === null) { return; } $startDate = Carbon::parse($loanDetail->start_date); $this->backfillHistoricalBalances( $startDate, fn (Carbon $from) => $loanBalanceGenerator->generateHistoricalBalances( $account, (int) $loanDetail->original_amount, $startDate, $balance, from: $from, ), fn (Carbon $until) => GenerateHistoricalLoanBalancesJob::dispatch( $account, (int) $loanDetail->original_amount, $startDate, $balance, $startDate, $until, ), ); } /** * Fill in the balance history for an account that existed before we knew about * it: the last twelve months now, so the chart is populated on the next * render, and anything older on the queue. * * @param callable(Carbon): mixed $generateRecent receives the month to start from * @param callable(Carbon): mixed $queueOlder receives the day the recent window starts */ private function backfillHistoricalBalances(Carbon $startDate, callable $generateRecent, callable $queueOlder): void { $twelveMonthsAgo = Carbon::today()->subMonths(12)->startOfMonth(); $generateRecent($twelveMonthsAgo); if ($startDate->isBefore($twelveMonthsAgo)) { $queueOlder($twelveMonthsAgo->copy()->subDay()); } } /** * Point the property this mortgage belongs to back at the loan account, so the * two show up together on the property's chart. */ private function linkToRealEstateAccount(User $user, Account $loanAccount, ?string $realEstateAccountId): void { if ($realEstateAccountId === null) { return; } $user->accounts() ->whereKey($realEstateAccountId) ->where('type', AccountType::RealEstate->value) ->with('realEstateDetail') ->first() ?->realEstateDetail ?->update(['linked_loan_account_id' => $loanAccount->id]); } /** * Update the loan's details, or create them when the account did not have any * yet. Returns the fields still missing when there is not enough to create a * loan with, so the caller can send them back to the form. * * @param array $validated * @return array */ private function syncLoanDetail(Account $account, array $validated): array { $loanData = $this->loanAttributes($validated); if ($loanData === []) { return []; } $existingLoanDetail = $account->loanDetail; if ($existingLoanDetail !== null) { $existingLoanDetail->update($loanData); return []; } if (isset($loanData['annual_interest_rate'], $loanData['loan_term_months'], $loanData['original_amount'])) { $loanData['start_date'] ??= now()->toDateString(); $account->loanDetail()->create($loanData); return []; } $errors = []; foreach (['annual_interest_rate', 'loan_term_months', 'original_amount'] as $field) { if (! isset($loanData[$field])) { $errors[$field] = __('This field is required.'); } } return $errors; } /** * Hard delete the specified account and cascade delete all transactions. */ public function destroy(Account $account): RedirectResponse { $this->authorize('delete', $account); $account->transactions()->delete(); $account->delete(); return to_route('accounts.index'); } }