user(); $validated = $request->validated(); $perPage = (int) ($validated['per_page'] ?? 50); $sortParam = $validated['sort'] ?? '-transaction_date'; $descending = str_starts_with($sortParam, '-'); $sortColumn = ltrim($sortParam, '-'); $sortDirection = $descending ? 'desc' : 'asc'; $filters = array_filter([ 'date_from' => $validated['date_from'] ?? null, 'date_to' => $validated['date_to'] ?? null, 'amount_min' => $validated['amount_min'] ?? null, 'amount_max' => $validated['amount_max'] ?? null, 'category_ids' => $validated['category_ids'] ?? null, 'account_ids' => $validated['account_ids'] ?? null, 'label_ids' => $validated['label_ids'] ?? null, 'creditor_name' => $validated['creditor_name'] ?? null, 'debtor_name' => $validated['debtor_name'] ?? null, 'category_source' => $validated['category_source'] ?? null, 'search' => $validated['search'] ?? null, ], fn ($value) => $value !== null); $query = Transaction::query() ->where('user_id', $user->id) ->with(['account.bank', 'category', 'labels', 'categorizedByRule:id,origin']) ->applyFilters($filters); $nullableSortColumns = ['creditor_name', 'debtor_name']; if (in_array($sortColumn, $nullableSortColumns, true)) { $sortAlias = $sortColumn.'_sort'; $query->select('transactions.*') ->selectRaw("COALESCE({$sortColumn}, '') as {$sortAlias}") ->orderBy($sortAlias, $sortDirection); } else { $query->orderBy($sortColumn, $sortDirection); } $transactions = $query ->orderBy('id', 'desc') ->cursorPaginate($perPage) ->withQueryString(); $transactions->getCollection()->each(function (Transaction $transaction): void { $transaction->makeHidden(['creditor_name_sort', 'debtor_name_sort']) ->append('ai_categorized'); }); $appliedFilters = [ 'date_from' => $validated['date_from'] ?? null, 'date_to' => $validated['date_to'] ?? null, 'amount_min' => $validated['amount_min'] ?? null, 'amount_max' => $validated['amount_max'] ?? null, 'category_ids' => $validated['category_ids'] ?? [], 'account_ids' => $validated['account_ids'] ?? [], 'label_ids' => $validated['label_ids'] ?? [], 'creditor_name' => $validated['creditor_name'] ?? '', 'debtor_name' => $validated['debtor_name'] ?? '', 'category_source' => $validated['category_source'] ?? null, 'search' => $validated['search'] ?? '', 'sort' => $sortParam, ]; $categories = Category::query() ->where('user_id', $user->id) ->forDisplay() ->get(); $accounts = Account::query() ->where('user_id', $user->id) ->with('bank') ->orderBy('name') ->get(); $banks = Bank::query() ->availableForUser($user) ->orderBy('name') ->get(); $labels = Label::query() ->where('user_id', $user->id) ->orderBy('name') ->get(); $automationRules = AutomationRule::query() ->where('user_id', $user->id) ->with(['category', 'labels']) ->orderBy('priority') ->get(); return Inertia::render('transactions/index', [ 'transactions' => $transactions, 'appliedFilters' => $appliedFilters, 'categories' => $categories, 'accounts' => $accounts, 'banks' => $banks, 'labels' => $labels, 'automationRules' => $automationRules, 'hasAiConsent' => $user->hasActiveAiConsent(), ]); } public function categorize(Request $request): Response { $user = $request->user(); $categories = Category::query() ->where('user_id', $user->id) ->forDisplay() ->get(); $accounts = Account::query() ->where('user_id', $user->id) ->with('bank') ->orderBy('name') ->get(); $banks = Bank::query() ->availableForUser($user) ->orderBy('name') ->get(); $labels = Label::query() ->where('user_id', $user->id) ->orderBy('name') ->get(); $transactions = Transaction::query() ->where('user_id', $user->id) ->whereNull('category_id') ->with(['account.bank', 'labels']) ->orderBy('transaction_date', 'desc') ->orderBy('id', 'desc') ->get(); return Inertia::render('transactions/categorize', [ 'categories' => $categories, 'accounts' => $accounts, 'banks' => $banks, 'labels' => $labels, 'transactions' => $transactions, ]); } public function store(StoreTransactionRequest $request, ManualBalanceAdjuster $balanceAdjuster): JsonResponse { $data = $request->validated(); $labelIds = $data['label_ids'] ?? null; unset($data['label_ids']); $transaction = new Transaction([ ...$data, 'user_id' => $request->user()->id, ]); if (isset($data['id'])) { $transaction->id = $data['id']; $transaction->exists = false; } $transaction->save(); if ($labelIds !== null) { $transaction->labels()->sync($labelIds); } if ($request->boolean('update_balance')) { $balanceAdjuster->applyCreatedTransaction($transaction); } return response()->json([ 'data' => $transaction->load('labels'), ], 201); } public function update(UpdateTransactionRequest $request, Transaction $transaction): JsonResponse { $this->authorize('update', $transaction); $data = $request->validated(); $labelIds = $data['label_ids'] ?? null; $hasLabelUpdate = $request->has('label_ids'); unset($data['label_ids']); // A user-set category overrides any AI assignment: log the correction, // self-heal the ai rule, and reset the provenance to manual. if ($request->has('category_id')) { $newCategoryId = $data['category_id'] ?? null; if ($newCategoryId !== $transaction->category_id) { app(CategoryOverrideHandler::class)->record($transaction, $newCategoryId); $data['category_source'] = $newCategoryId === null ? null : CategorySource::Manual->value; $data['ai_confidence'] = null; $data['categorized_by_rule_id'] = null; } } // Update attributes directly without firing events yet if (! empty($data)) { $transaction->fill($data); } // Sync labels if provided if ($hasLabelUpdate) { $transaction->labels()->sync($labelIds ?? []); // Reload labels so the event listener has fresh data $transaction->load('labels'); } // Save to fire the updated event if there are any changes // We need to save even if just labels changed (isDirty won't detect pivot changes) if ($transaction->isDirty() || $hasLabelUpdate) { // Touch the model to ensure it's marked as changed for the event if (! $transaction->isDirty() && $hasLabelUpdate) { $transaction->touch(); } $transaction->save(); } return response()->json([ 'data' => $transaction->fresh()->load('labels'), ]); } public function destroy(Request $request, Transaction $transaction, ManualBalanceAdjuster $balanceAdjuster): JsonResponse { $this->authorize('delete', $transaction); if ($request->boolean('update_balance')) { $balanceAdjuster->reverseDeletedTransaction($transaction); } $transaction->delete(); return response()->json([ 'message' => 'Transaction deleted successfully', ]); } public function bulkUpdate(BulkUpdateTransactionsRequest $request): JsonResponse { $user = $request->user(); $transactionIds = $request->input('transaction_ids'); $filters = $request->input('filters'); $query = Transaction::query()->where('user_id', $user->id); if ($transactionIds && count($transactionIds) > 0) { $query->whereIn('id', $transactionIds); $transactions = $query->get(); if ($transactions->count() !== count($transactionIds)) { return response()->json([ 'message' => 'Some transactions were not found or do not belong to you.', ], 403); } } elseif ($filters !== null) { $query->applyFilters($filters); $transactions = $query->get(); } else { $transactions = $query->get(); } $updateData = []; if ($request->has('category_id')) { $newCategoryId = $request->input('category_id'); foreach ($transactions as $transaction) { app(CategoryOverrideHandler::class)->record($transaction, $newCategoryId); } $updateData['category_id'] = $newCategoryId; $updateData['category_source'] = $newCategoryId === null ? null : CategorySource::Manual->value; $updateData['ai_confidence'] = null; $updateData['categorized_by_rule_id'] = null; } if ($request->has('notes')) { $updateData['notes'] = $request->input('notes'); } if ($request->has('notes_iv')) { $updateData['notes_iv'] = $request->input('notes_iv'); } $labelIds = $request->input('label_ids'); $hasLabelUpdate = $request->has('label_ids'); if (empty($updateData) && ! $hasLabelUpdate) { return response()->json([ 'message' => 'No update data provided.', ], 400); } if (! empty($updateData)) { $updateQuery = Transaction::query()->where('user_id', $user->id); if ($transactionIds && count($transactionIds) > 0) { $updateQuery->whereIn('id', $transactionIds); } elseif ($filters !== null) { $updateQuery->applyFilters($filters); } $updateQuery->update($updateData); } if ($hasLabelUpdate) { foreach ($transactions as $transaction) { $transaction->labels()->sync($labelIds ?? []); $transaction->save(); } } return response()->json([ 'message' => 'Transactions updated successfully', 'count' => $transactions->count(), ]); } }