356 lines
12 KiB
PHP
356 lines
12 KiB
PHP
<?php
|
|
|
|
namespace App\Http\Controllers;
|
|
|
|
use App\Enums\CategorySource;
|
|
use App\Http\Requests\BulkUpdateTransactionsRequest;
|
|
use App\Http\Requests\IndexTransactionRequest;
|
|
use App\Http\Requests\StoreTransactionRequest;
|
|
use App\Http\Requests\UpdateTransactionRequest;
|
|
use App\Models\Account;
|
|
use App\Models\AutomationRule;
|
|
use App\Models\Bank;
|
|
use App\Models\Category;
|
|
use App\Models\Label;
|
|
use App\Models\Transaction;
|
|
use App\Services\Ai\CategoryOverrideHandler;
|
|
use App\Services\ManualBalanceAdjuster;
|
|
use Illuminate\Foundation\Auth\Access\AuthorizesRequests;
|
|
use Illuminate\Http\JsonResponse;
|
|
use Illuminate\Http\Request;
|
|
use Inertia\Inertia;
|
|
use Inertia\Response;
|
|
|
|
class TransactionController extends Controller
|
|
{
|
|
use AuthorizesRequests;
|
|
|
|
public function index(IndexTransactionRequest $request): Response
|
|
{
|
|
$user = $request->user();
|
|
$validated = $request->validated();
|
|
|
|
$lastVisitAt = $user->transactions_last_visited_at;
|
|
|
|
$perPage = (int) ($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');
|
|
});
|
|
|
|
$newestServed = $transactions->getCollection()->max('created_at');
|
|
if ($newestServed && (! $lastVisitAt || $newestServed->gt($lastVisitAt))) {
|
|
$user->forceFill(['transactions_last_visited_at' => $newestServed])->save();
|
|
}
|
|
|
|
$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(),
|
|
'lastVisitAt' => $lastVisitAt?->toISOString(),
|
|
]);
|
|
}
|
|
|
|
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(),
|
|
]);
|
|
}
|
|
}
|