mirror of
https://github.com/invoiceninja/invoiceninja.git
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739 lines
29 KiB
PHP
739 lines
29 KiB
PHP
<?php
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/**
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* Invoice Ninja (https://invoiceninja.com).
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*
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* @link https://github.com/invoiceninja/invoiceninja source repository
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*
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* @copyright Copyright (c) 2024. Invoice Ninja LLC (https://invoiceninja.com)
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*
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* @license https://www.elastic.co/licensing/elastic-license
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*/
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namespace App\Services\Bank;
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use App\Factory\ExpenseCategoryFactory;
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use App\Factory\ExpenseFactory;
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use App\Models\BankTransaction;
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use App\Models\Client;
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use App\Models\ExpenseCategory;
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use App\Models\Invoice;
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use App\Models\Payment;
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use App\Services\AbstractService;
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use App\Utils\Traits\GeneratesCounter;
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use Illuminate\Support\Carbon;
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use Illuminate\Support\Facades\Cache;
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class ProcessBankRules extends AbstractService
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{
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use GeneratesCounter;
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protected $credit_rules;
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protected $debit_rules;
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protected $categories;
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protected $invoices;
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/**
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* @param \App\Models\BankTransaction $bank_transaction
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*/
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public function __construct(public BankTransaction $bank_transaction)
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{
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}
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public function run()
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{
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if ($this->bank_transaction->base_type == 'DEBIT') {
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$this->matchDebit();
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} else {
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$this->matchCredit();
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}
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}
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// $payment.amount
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// $payment.transaction_reference
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// $payment.custom1
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// $payment.custom2
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// $payment.custom3
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// $payment.custom4
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// $invoice.amount
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// $invoice.number
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// $invoice.po_number
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// $invoice.custom1
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// $invoice.custom2
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// $invoice.custom3
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// $invoice.custom4
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// $client.id_number
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// $client.email
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// $client.custom1
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// $client.custom2
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// $client.custom3
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// $client.custom4
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private function matchCredit()
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{
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$match_set = [];
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$this->credit_rules = $this->bank_transaction->company->credit_rules();
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foreach ($this->credit_rules as $bank_transaction_rule) {
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$match_set = [];
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if (!is_array($bank_transaction_rule['rules'])) {
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continue;
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}
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$rule_count = count($bank_transaction_rule['rules']);
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foreach ($bank_transaction_rule['rules'] as $rule) {
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$payments = Payment::query()
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->withTrashed()
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->whereIn('status_id', [1,4])
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->where('is_deleted', 0)
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->whereNull('transaction_id')
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->get();
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$invoices = Invoice::query()
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->withTrashed()
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->where('company_id', $this->bank_transaction->company_id)
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->whereIn('status_id', [1,2,3])
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->where('is_deleted', 0)
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->get();
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$results = [];
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match($rule['search_key']) {
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'$payment.amount' => $results = [Payment::class, $this->searchPaymentResource('amount', $rule, $payments)],
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'$payment.transaction_reference' => $results = [Payment::class, $this->searchPaymentResource('transaction_reference', $rule, $payments)],
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'$payment.custom1' => $results = [Payment::class, $this->searchPaymentResource('custom1', $rule, $payments)],
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'$payment.custom2' => $results = [Payment::class, $this->searchPaymentResource('custom2', $rule, $payments)],
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'$payment.custom3' => $results = [Payment::class, $this->searchPaymentResource('custom3', $rule, $payments)],
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'$payment.custom4' => $results = [Payment::class, $this->searchPaymentResource('custom4', $rule, $payments)],
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'$invoice.amount' => $results = [Invoice::class, $this->searchInvoiceResource('amount', $rule, $invoices)],
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'$invoice.number' => $results = [Invoice::class, $this->searchInvoiceResource('number', $rule, $invoices)],
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'$invoice.po_number' => $results = [Invoice::class, $this->searchInvoiceResource('po_number', $rule, $invoices)],
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'$invoice.custom1' => $results = [Invoice::class, $this->searchInvoiceResource('custom1', $rule, $invoices)],
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'$invoice.custom2' => $results = [Invoice::class, $this->searchInvoiceResource('custom2', $rule, $invoices)],
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'$invoice.custom3' => $results = [Invoice::class, $this->searchInvoiceResource('custom3', $rule, $invoices)],
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'$invoice.custom4' => $results = [Invoice::class, $this->searchInvoiceResource('custom4', $rule, $invoices)],
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'$client.id_number' => $results = [Client::class, $this->searchClientResource('id_number', $rule, $invoices, $payments)],
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'$client.email' => $results = [Client::class, $this->searchClientResource('email', $rule, $invoices, $payments)],
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'$client.custom1' => $results = [Client::class, $this->searchClientResource('custom1', $rule, $invoices, $payments)],
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'$client.custom2' => $results = [Client::class, $this->searchClientResource('custom2', $rule, $invoices, $payments)],
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'$client.custom3' => $results = [Client::class, $this->searchClientResource('custom3', $rule, $invoices, $payments)],
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'$client.custom4' => $results = [Client::class, $this->searchClientResource('custom4', $rule, $invoices, $payments)],
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default => $results = [Client::class, [collect([]), Invoice::class]],
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};
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if($results[0] == 'App\Models\Client') {
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$set = $results[1];
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$result_set = $set[0];
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$entity = $set[1];
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if($result_set->count() > 0) {
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$match_set[] = [$entity, $result_set->pluck('id')];
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}
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} elseif($results[1]->count() > 0) {
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$match_set[] = $results;
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}
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}
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if (($bank_transaction_rule['matches_on_all'] && $this->checkMatchSetForKey($match_set, $rule_count)) || (!$bank_transaction_rule['matches_on_all'] && count($match_set) > 0)) {
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$this->bank_transaction->vendor_id = $bank_transaction_rule->vendor_id;
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$this->bank_transaction->ninja_category_id = $bank_transaction_rule->category_id;
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$this->bank_transaction->status_id = BankTransaction::STATUS_MATCHED;
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$this->bank_transaction->bank_transaction_rule_id = $bank_transaction_rule->id;
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$this->bank_transaction->save();
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//auto-convert
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if ($bank_transaction_rule['auto_convert']) {
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//all types must match.
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$entity = $match_set[0][0];
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foreach($match_set as $set)
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{
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if($set[0] != $entity)
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return false;
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}
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// $result_set = [];
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// foreach($match_set as $key => $set) {
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// $parseable_set = $match_set;
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// unset($parseable_set[$key]);
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// $entity_ids = $set[1];
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// foreach($parseable_set as $kkey => $vvalue) {
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// $i = array_intersect($vvalue[1], $entity_ids);
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// if(count($i) == 0) {
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// return false;
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// }
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// $result_set[] = $i;
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// }
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// $commonValues = $result_set[0]; // Start with the first sub-array
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// foreach ($result_set as $subArray) {
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// $commonValues = array_intersect($commonValues, $subArray);
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// }
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// echo print_r($commonValues, true);
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//just need to ensure the result count = rule count
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// }
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//there must be a key in each set
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//no misses allowed
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$this->bank_transaction->status_id = BankTransaction::STATUS_CONVERTED;
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$this->bank_transaction->save();
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}
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}
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}
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}
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private function checkMatchSetForKey(array $match_set, $rule_count)
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{
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}
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private function searchInvoiceResource(string $column, array $rule, $invoices)
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{
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return $invoices->when($rule['search_key'] == 'description', function ($q) use ($rule, $column) {
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return $q->cursor()->filter(function ($record) use ($rule, $column) {
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return $this->matchStringOperator($this->bank_transaction->description, $record->{$column}, $rule['operator']);
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});
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})
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->when($rule['search_key'] == 'amount', function ($q) use ($rule, $column) {
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return $q->cursor()->filter(function ($record) use ($rule, $column) {
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return $this->matchNumberOperator($this->bank_transaction->amount, $record->{$column}, $rule['operator']);
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});
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})->pluck("id");
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}
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private function searchPaymentResource(string $column, array $rule, $payments)
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{
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return $payments->when($rule['search_key'] == 'description', function ($q) use ($rule, $column) {
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return $q->cursor()->filter(function ($record) use ($rule, $column) {
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return $this->matchStringOperator($this->bank_transaction->description, $record->{$column}, $rule['operator']);
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});
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})
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->when($rule['search_key'] == 'amount', function ($q) use ($rule, $column) {
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return $q->cursor()->filter(function ($record) use ($rule, $column) {
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return $this->matchNumberOperator($this->bank_transaction->amount, $record->{$column}, $rule['operator']);
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});
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})->pluck("id");
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}
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private function searchClientResource(string $column, array $rule, $invoices, $payments)
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{
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$invoice_matches = Client::query()
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->whereIn('id', $invoices->pluck('client_id'))
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->when($column == 'email', function ($q) {
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return $q->whereHas('contacts', function ($qc) {
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$qc->where('email', $this->bank_transaction->description);
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});
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})
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->when($column != 'email', function ($q) use ($rule, $column) {
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return $q->cursor()->filter(function ($record) use ($rule, $column) {
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return $this->matchStringOperator($this->bank_transaction->description, $record->{$column}, $rule['operator']);
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});
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})->pluck('id');
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$intersection = $invoices->whereIn('client_id', $invoice_matches);
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if($intersection->count() > 0) {
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return [$intersection, Invoice::class];
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}
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$payments_matches = Client::query()
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->whereIn('id', $payments->pluck('client_id'))
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->when($column == 'email', function ($q) {
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return $q->whereHas('contacts', function ($qc) {
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$qc->where('email', $this->bank_transaction->description);
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});
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})
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->when($column != 'email', function ($q) use ($rule, $column) {
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return $q->cursor()->filter(function ($record) use ($rule, $column) {
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return $this->matchStringOperator($this->bank_transaction->description, $record->{$column}, $rule['operator']);
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});
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})->pluck('id');
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$intersection = $payments->whereIn('client_id', $payments_matches);
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if($intersection->count() > 0) {
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return [$intersection, Payment::class];
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}
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return [Client::class, collect([])];
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}
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// $payment.amount => "Payment Amount", float
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// $payment.transaction_reference => "Payment Transaction Reference", string
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// $invoice.amount => "Invoice Amount", float
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// $invoice.number => "Invoice Number", string
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// $client.id_number => "Client ID Number", string
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// $client.email => "Client Email", string
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// $invoice.po_number => "Invoice Purchase Order Number", string
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// private function matchCredit()
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// {
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// $this->invoices = Invoice::query()->where('company_id', $this->bank_transaction->company_id)
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// ->whereIn('status_id', [1,2,3])
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// ->where('is_deleted', 0)
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// ->get();
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// $invoice = $this->invoices->first(function ($value, $key) {
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// return str_contains($this->bank_transaction->description, $value->number) || str_contains(str_replace("\n", "", $this->bank_transaction->description), $value->number);
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// });
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// if ($invoice) {
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// $this->bank_transaction->invoice_ids = $invoice->hashed_id;
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// $this->bank_transaction->status_id = BankTransaction::STATUS_MATCHED;
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// $this->bank_transaction->save();
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// return;
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// }
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// $this->credit_rules = $this->bank_transaction->company->credit_rules();
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// //stub for credit rules
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// foreach ($this->credit_rules as $bank_transaction_rule) {
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// $matches = 0;
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// if (!is_array($bank_transaction_rule['rules'])) {
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// continue;
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// }
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// foreach ($bank_transaction_rule['rules'] as $rule) {
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// $rule_count = count($bank_transaction_rule['rules']);
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// $invoiceNumbers = false;
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// $invoiceNumber = false;
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// $invoiceAmounts = false;
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// $paymentAmounts = false;
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// $paymentReferences = false;
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// $clientIdNumbers = false;
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// $clientEmails = false;
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// $invoicePONumbers = false;
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// if ($rule['search_key'] == '$invoice.number') {
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// $invoiceNumbers = Invoice::query()->where('company_id', $this->bank_transaction->company_id)
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// ->whereIn('status_id', [1,2,3])
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// ->where('is_deleted', 0)
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// ->get();
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// $invoiceNumber = $invoiceNumbers->first(function ($value, $key) {
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// return str_contains($this->bank_transaction->description, $value->number) || str_contains(str_replace("\n", "", $this->bank_transaction->description), $value->number);
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// });
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// if($invoiceNumber)
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// $matches++;
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// }
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// if ($rule['search_key'] == '$invoice.po_number') {
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// $invoicePONumbers = Invoice::query()->where('company_id', $this->bank_transaction->company_id)
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// ->whereIn('status_id', [1,2,3])
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// ->where('is_deleted', 0)
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// ->where('po_number', $this->bank_transaction->description)
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// ->get();
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// if($invoicePONumbers->count() > 0) {
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// $matches++;
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// }
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// }
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// if ($rule['search_key'] == '$invoice.amount') {
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// $$invoiceAmounts = Invoice::query()->where('company_id', $this->bank_transaction->company_id)
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// ->whereIn('status_id', [1,2,3])
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// ->where('is_deleted', 0)
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// ->where('amount', $rule['operator'], $this->bank_transaction->amount)
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// ->get();
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// $invoiceAmounts = $this->invoices;
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// if($invoiceAmounts->count() > 0) {
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// $matches++;
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// }
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// }
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// if ($rule['search_key'] == '$payment.amount') {
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// $paymentAmounts = Payment::query()->where('company_id', $this->bank_transaction->company_id)
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// ->whereIn('status_id', [1,4])
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// ->where('is_deleted', 0)
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// ->whereNull('transaction_id')
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// ->where('amount', $rule['operator'], $this->bank_transaction->amount)
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// ->get();
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// if($paymentAmounts->count() > 0) {
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// $matches++;
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// }
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// }
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// if ($rule['search_key'] == '$payment.transaction_reference') {
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// $ref_search = $this->bank_transaction->description;
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// switch ($rule['operator']) {
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// case 'is':
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// $operator = '=';
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// break;
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// case 'contains':
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// $ref_search = "%".$ref_search."%";
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// $operator = 'LIKE';
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// break;
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// default:
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// $operator = '=';
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// break;
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// }
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// $paymentReferences = Payment::query()->where('company_id', $this->bank_transaction->company_id)
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// ->whereIn('status_id', [1,4])
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// ->where('is_deleted', 0)
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// ->whereNull('transaction_id')
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// ->where('transaction_reference', $operator, $ref_search)
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// ->get();
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// if($paymentReferences->count() > 0) {
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// $matches++;
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// }
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// }
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// if ($rule['search_key'] == '$client.id_number') {
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// $ref_search = $this->bank_transaction->description;
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// switch ($rule['operator']) {
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// case 'is':
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// $operator = '=';
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// break;
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// case 'contains':
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// $ref_search = "%".$ref_search."%";
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// $operator = 'LIKE';
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// break;
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// default:
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// $operator = '=';
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// break;
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// }
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// $clientIdNumbers = Client::query()->where('company_id', $this->bank_transaction->company_id)
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// ->where('id_number', $operator, $ref_search)
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// ->get();
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// if($clientIdNumbers->count() > 0) {
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// $matches++;
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// }
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// }
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// if ($rule['search_key'] == '$client.email') {
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// $clientEmails = Client::query()
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// ->where('company_id', $this->bank_transaction->company_id)
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// ->whereHas('contacts', function ($q){
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// $q->where('email', $this->bank_transaction->description);
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// })
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// ->get();
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// if($clientEmails->count() > 0) {
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// $matches++;
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// }
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// if (($bank_transaction_rule['matches_on_all'] && ($matches == $rule_count)) || (!$bank_transaction_rule['matches_on_all'] && $matches > 0)) {
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// //determine which combination has succeeded, ie link a payment / or / invoice
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// $invoice_ids = null;
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// $payment_id = null;
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// if($invoiceNumber){
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// $invoice_ids = $invoiceNumber->hashed_id;
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// }
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// if($invoicePONumbers && strlen($invoice_ids ?? '') == 0){
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// if($clientEmails){ // @phpstan-ignore-line
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// $invoice_ids = $this->matchInvoiceAndClient($invoicePONumbers, $clientEmails);
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// }
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// if($clientIdNumbers && strlen($invoice_ids ?? '') == 0)
|
|
// {
|
|
|
|
// $invoice_ids = $this->matchInvoiceAndClient($invoicePONumbers, $clientIdNumbers);
|
|
|
|
// }
|
|
|
|
// if(strlen($invoice_ids ?? '') == 0)
|
|
// {
|
|
// $invoice_ids = $invoicePONumbers->first()->hashed_id;
|
|
// }
|
|
|
|
// }
|
|
|
|
|
|
// if($invoiceAmounts && strlen($invoice_ids ?? '') == 0) {
|
|
|
|
// if($clientEmails) {// @phpstan-ignore-line
|
|
|
|
// $invoice_ids = $this->matchInvoiceAndClient($invoiceAmounts, $clientEmails);
|
|
|
|
// }
|
|
|
|
// if($clientIdNumbers && strlen($invoice_ids ?? '') == 0) {
|
|
|
|
// $invoice_ids = $this->matchInvoiceAndClient($invoiceAmounts, $clientIdNumbers);
|
|
|
|
// }
|
|
|
|
// if(strlen($invoice_ids ?? '') == 0) {
|
|
// $invoice_ids = $invoiceAmounts->first()->hashed_id;
|
|
// }
|
|
|
|
// }
|
|
|
|
|
|
// if($paymentAmounts && strlen($invoice_ids ?? '') == 0 && is_null($payment_id)) {
|
|
|
|
// if($clientEmails) {// @phpstan-ignore-line
|
|
|
|
// $payment_id = $this->matchPaymentAndClient($paymentAmounts, $clientEmails);
|
|
|
|
// }
|
|
|
|
// if($clientIdNumbers && is_null($payment_id)) {
|
|
|
|
|
|
// $payment_id = $this->matchPaymentAndClient($paymentAmounts, $clientEmails);
|
|
|
|
// }
|
|
|
|
// if(is_null($payment_id)) {
|
|
// $payment_id = $paymentAmounts->first()->id;
|
|
// }
|
|
|
|
// }
|
|
|
|
// if(strlen($invoice_ids ?? '') > 1 || is_int($payment_id))
|
|
// {
|
|
|
|
// $this->bank_transaction->payment_id = $payment_id;
|
|
// $this->bank_transaction->invoice_ids = $invoice_ids;
|
|
// $this->bank_transaction->status_id = BankTransaction::STATUS_MATCHED;
|
|
// $this->bank_transaction->bank_transaction_rule_id = $bank_transaction_rule->id;
|
|
// $this->bank_transaction->save();
|
|
|
|
// }
|
|
|
|
// }
|
|
|
|
// }
|
|
|
|
// }
|
|
|
|
// }
|
|
|
|
// }
|
|
|
|
|
|
// private function matchPaymentAndClient($payments, $clients): ?int
|
|
// {
|
|
// /** @var \Illuminate\Support\Collection<Payment> $payments */
|
|
// foreach($payments as $payment) {
|
|
// foreach($clients as $client) {
|
|
|
|
// if($payment->client_id == $client->id) {
|
|
// return $payment->id;
|
|
|
|
// }
|
|
// }
|
|
// }
|
|
|
|
// return null;
|
|
// }
|
|
|
|
// private function matchInvoiceAndClient($invoices, $clients): ?Invoice
|
|
// {
|
|
// /** @var \Illuminate\Support\Collection<Invoice> $invoices */
|
|
// foreach($invoices as $invoice) {
|
|
// foreach($clients as $client) {
|
|
|
|
// if($invoice->client_id == $client->id) {
|
|
// return $invoice->hashed_id;
|
|
|
|
// }
|
|
// }
|
|
// }
|
|
|
|
// return null;
|
|
// }
|
|
|
|
private function matchDebit()
|
|
{
|
|
$this->debit_rules = $this->bank_transaction->company->debit_rules();
|
|
|
|
$this->categories = collect(Cache::get('bank_categories'));
|
|
|
|
foreach ($this->debit_rules as $bank_transaction_rule) {
|
|
$matches = 0;
|
|
|
|
if (!is_array($bank_transaction_rule['rules'])) {
|
|
continue;
|
|
}
|
|
|
|
foreach ($bank_transaction_rule['rules'] as $rule) {
|
|
$rule_count = count($bank_transaction_rule['rules']);
|
|
|
|
if ($rule['search_key'] == 'description') {
|
|
if ($this->matchStringOperator($this->bank_transaction->description, $rule['value'], $rule['operator'])) {
|
|
$matches++;
|
|
}
|
|
}
|
|
|
|
if ($rule['search_key'] == 'amount') {
|
|
if ($this->matchNumberOperator($this->bank_transaction->amount, $rule['value'], $rule['operator'])) {
|
|
$matches++;
|
|
}
|
|
}
|
|
|
|
if (($bank_transaction_rule['matches_on_all'] && ($matches == $rule_count)) || (!$bank_transaction_rule['matches_on_all'] && $matches > 0)) {
|
|
// $this->bank_transaction->client_id = empty($rule['client_id']) ? null : $rule['client_id'];
|
|
$this->bank_transaction->vendor_id = $bank_transaction_rule->vendor_id;
|
|
$this->bank_transaction->ninja_category_id = $bank_transaction_rule->category_id;
|
|
$this->bank_transaction->status_id = BankTransaction::STATUS_MATCHED;
|
|
$this->bank_transaction->bank_transaction_rule_id = $bank_transaction_rule->id;
|
|
$this->bank_transaction->save();
|
|
|
|
if ($bank_transaction_rule['auto_convert']) {
|
|
$expense = ExpenseFactory::create($this->bank_transaction->company_id, $this->bank_transaction->user_id);
|
|
$expense->category_id = $bank_transaction_rule->category_id ?: $this->resolveCategory();
|
|
$expense->amount = $this->bank_transaction->amount;
|
|
$expense->number = $this->getNextExpenseNumber($expense);
|
|
$expense->currency_id = $this->bank_transaction->currency_id;
|
|
$expense->date = Carbon::parse($this->bank_transaction->date);
|
|
$expense->payment_date = Carbon::parse($this->bank_transaction->date);
|
|
$expense->transaction_reference = $this->bank_transaction->description;
|
|
$expense->transaction_id = $this->bank_transaction->id;
|
|
$expense->vendor_id = $bank_transaction_rule->vendor_id;
|
|
$expense->invoice_documents = $this->bank_transaction->company->invoice_expense_documents;
|
|
$expense->should_be_invoiced = $this->bank_transaction->company->mark_expenses_invoiceable;
|
|
$expense->save();
|
|
|
|
$this->bank_transaction->expense_id = $this->coalesceExpenses($expense->hashed_id);
|
|
$this->bank_transaction->status_id = BankTransaction::STATUS_CONVERTED;
|
|
$this->bank_transaction->save();
|
|
|
|
break;
|
|
}
|
|
}
|
|
}
|
|
}
|
|
}
|
|
|
|
private function coalesceExpenses($expense): string
|
|
{
|
|
|
|
if (!$this->bank_transaction->expense_id || strlen($this->bank_transaction->expense_id ?? '') < 2) {
|
|
return $expense;
|
|
}
|
|
|
|
return collect(explode(",", $this->bank_transaction->expense_id))->push($expense)->implode(",");
|
|
|
|
}
|
|
|
|
private function resolveCategory()
|
|
{
|
|
$category = $this->categories->firstWhere('highLevelCategoryId', $this->bank_transaction->category_id);
|
|
|
|
$ec = ExpenseCategory::query()->where('company_id', $this->bank_transaction->company_id)->where('bank_category_id', $this->bank_transaction->category_id)->first();
|
|
|
|
if ($ec) {
|
|
return $ec->id;
|
|
}
|
|
|
|
if ($category) {
|
|
$ec = ExpenseCategoryFactory::create($this->bank_transaction->company_id, $this->bank_transaction->user_id);
|
|
$ec->bank_category_id = $this->bank_transaction->category_id;
|
|
$ec->name = $category->highLevelCategoryName;
|
|
$ec->save();
|
|
|
|
return $ec->id;
|
|
}
|
|
}
|
|
|
|
private function matchNumberOperator($bt_value, $rule_value, $operator): bool
|
|
{
|
|
return match ($operator) {
|
|
'>' => floatval($bt_value) > floatval($rule_value),
|
|
'>=' => floatval($bt_value) >= floatval($rule_value),
|
|
'=' => floatval($bt_value) == floatval($rule_value),
|
|
'<' => floatval($bt_value) < floatval($rule_value),
|
|
'<=' => floatval($bt_value) <= floatval($rule_value),
|
|
default => false,
|
|
};
|
|
}
|
|
|
|
private function matchStringOperator($bt_value, $rule_value, $operator): bool
|
|
{
|
|
$bt_value = strtolower(str_replace(" ", "", $bt_value));
|
|
$rule_value = strtolower(str_replace(" ", "", $rule_value));
|
|
$rule_length = iconv_strlen($rule_value);
|
|
|
|
return match ($operator) {
|
|
'is' => $bt_value == $rule_value,
|
|
'contains' => stripos($bt_value, $rule_value) !== false,
|
|
'starts_with' => substr($bt_value, 0, $rule_length) == $rule_value,
|
|
'is_empty' => empty($bt_value),
|
|
default => false,
|
|
};
|
|
}
|
|
}
|