Merge pull request #7977 from turbo124/v5-develop

Bank Transaction Rules

app/Console/Commands/DemoMode.php

@@ -22,6 +22,8 @@ use App\Jobs\Company\CreateCompanyTaskStatuses;
 use App\Jobs\Ninja\CompanySizeCheck;
 use App\Jobs\Util\VersionCheck;
 use App\Models\Account;
+use App\Models\BankIntegration;
+use App\Models\BankTransaction;
 use App\Models\Client;
 use App\Models\ClientContact;
 use App\Models\Company;
@@ -223,6 +225,18 @@ class DemoMode extends Command
             'company_id' => $company->id,
         ]);
 
+        $bi = BankIntegration::factory()->create([
+            'account_id' => $account->id,
+            'company_id' => $company->id,
+            'user_id' => $user->id,
+        ]);
+
+        BankTransaction::factory()->count(50)->create([
+            'bank_integration_id' => $bi->id,
+            'user_id' => $user->id,
+            'company_id' => $company->id,
+        ]);
+
         $this->info('Creating '.$this->count.' clients');
 
         for ($x = 0; $x < $this->count; $x++) {

app/Exceptions/Handler.php

@@ -182,7 +182,7 @@ class Handler extends ExceptionHandler
         } elseif ($exception instanceof FatalThrowableError && $request->expectsJson()) {
             return response()->json(['message'=>'Fatal error'], 500);
         } elseif ($exception instanceof AuthorizationException) {
-            return response()->json(['message'=>'You are not authorized to view or perform this action'], 401);
+            return response()->json(['message'=> $exception->getMessage()], 401);
         } elseif ($exception instanceof TokenMismatchException) {
             return redirect()
                     ->back()

app/Factory/BankTransactionRuleFactory.php

@@ -0,0 +1,30 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Factory;
+
+use App\Models\BankTransactionRule;
+use Illuminate\Support\Str;
+
+class BankTransactionRuleFactory
+{
+    public static function create(int $company_id, int $user_id) :BankTransactionRule
+    {
+        $bank_transaction_rule = new BankTransactionRule;
+        $bank_transaction_rule->user_id = $user_id;
+        $bank_transaction_rule->company_id = $company_id;
+
+        $bank_transaction_rule->name = '';
+        $bank_transaction_rule->rules = [];
+        
+        return $bank_transaction_rule;
+    }
+}

app/Filters/BankTransactionRuleFilters.php

@@ -0,0 +1,133 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Filters;
+
+use App\Models\BankTransactionRule;
+use App\Models\User;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\Gate;
+
+/**
+ * BankTransactionRuleilters.
+ */
+class BankTransactionRuleFilters extends QueryFilters
+{
+    /**
+     * Filter by name.
+     *
+     * @param string $name
+     * @return Builder
+     */
+    public function name(string $name = ''): Builder
+    {
+        if(strlen($name) >=1)
+            return $this->builder->where('name', 'like', '%'.$name.'%');
+
+        return $this->builder;
+    }
+
+    /**
+     * Filter based on search text.
+     *
+     * @param string query filter
+     * @return Builder
+     * @deprecated
+     */
+    public function filter(string $filter = '') : Builder
+    {
+        if (strlen($filter) == 0) {
+            return $this->builder;
+        }
+
+        return  $this->builder->where(function ($query) use ($filter) {
+            $query->where('bank_transaction_rules.name', 'like', '%'.$filter.'%');
+        });
+
+    }
+
+    /**
+     * Filters the list based on the status
+     * archived, active, deleted.
+     *
+     * @param string filter
+     * @return Builder
+     */
+    public function status(string $filter = '') : Builder
+    {
+        if (strlen($filter) == 0) {
+            return $this->builder;
+        }
+
+        $table = 'bank_transaction_rules';
+        $filters = explode(',', $filter);
+
+        return $this->builder->where(function ($query) use ($filters, $table) {
+            $query->whereNull($table.'.id');
+
+            if (in_array(parent::STATUS_ACTIVE, $filters)) {
+                $query->orWhereNull($table.'.deleted_at');
+            }
+
+            if (in_array(parent::STATUS_ARCHIVED, $filters)) {
+                $query->orWhere(function ($query) use ($table) {
+                    $query->whereNotNull($table.'.deleted_at');
+
+                    if (! in_array($table, ['users'])) {
+                        $query->where($table.'.is_deleted', '=', 0);
+                    }
+                });
+            }
+
+            if (in_array(parent::STATUS_DELETED, $filters)) {
+                $query->orWhere($table.'.is_deleted', '=', 1);
+            }
+        });
+    }
+
+    /**
+     * Sorts the list based on $sort.
+     *
+     * @param string sort formatted as column|asc
+     * @return Builder
+     */
+    public function sort(string $sort) : Builder
+    {
+        $sort_col = explode('|', $sort);
+        
+        return $this->builder->orderBy($sort_col[0], $sort_col[1]);
+    }
+
+    /**
+     * Returns the base query.
+     *
+     * @param int company_id
+     * @param User $user
+     * @return Builder
+     * @deprecated
+     */
+    public function baseQuery(int $company_id, User $user) : Builder
+    {
+
+    }
+
+    /**
+     * Filters the query by the users company ID.
+     *
+     * @return Illuminate\Database\Query\Builder
+     */
+    public function entityFilter()
+    {
+        //return $this->builder->whereCompanyId(auth()->user()->company()->id);
+        return $this->builder->company();
+    }
+}

app/Filters/TaskFilters.php

@@ -12,6 +12,7 @@
 namespace App\Filters;
 
 use App\Models\User;
+use App\Utils\Traits\MakesHash;
 use Illuminate\Database\Eloquent\Builder;
 
 /**
@@ -19,6 +20,8 @@ use Illuminate\Database\Eloquent\Builder;
  */
 class TaskFilters extends QueryFilters
 {
+    use MakesHash;
+
     /**
      * Filter based on search text.
      *
@@ -111,6 +114,16 @@ class TaskFilters extends QueryFilters
         });
     }
 
+    public function project_tasks($project)
+    {
+
+        if (strlen($project) == 0) {
+            return $this->builder;
+        }
+
+        return $this->builder->where('project_id', $this->decodePrimaryKey($project));
+    }
+
     /**
      * Sorts the list based on $sort.
      *

app/Helpers/Epc/EpcQrGenerator.php

@@ -76,7 +76,7 @@ class EpcQrGenerator
             $this->formatMoney($this->amount),
             $this->sepa['purpose'],
             substr($this->invoice->number,0,34),
-            substr($this->invoice->public_notes,0,139),
+            '',
             ''
         )), "\n");
 

app/Http/Controllers/ActivityController.php

@@ -110,6 +110,8 @@ class ActivityController extends BaseController
                     'vendor' => $activity->vendor ? $activity->vendor : '',
                     'vendor_contact' => $activity->vendor_contact ? $activity->vendor_contact : '',
                     'purchase_order' => $activity->purchase_order ? $activity->purchase_order : '',
+                    'subscription' => $activity->subscription ? $activity->subscription : '',
+                    'vendor_contact' => $activity->vendor_contact ? $activity->vendor_contact : '',
                 ];
 
                 return array_merge($arr, $activity->toArray());

app/Http/Controllers/BankTransactionController.php

@@ -481,19 +481,32 @@ class BankTransactionController extends BaseController
     {
         $action = request()->input('action');
 
-        if(!in_array($action, ['archive', 'restore', 'delete']))
+        if(!in_array($action, ['archive', 'restore', 'delete', 'convert_matched']))
             return response()->json(['message' => 'Unsupported action.'], 400);
 
         $ids = request()->input('ids');
             
         $bank_transactions = BankTransaction::withTrashed()->whereIn('id', $this->transformKeys($ids))->company()->get();
 
+        if($action == 'convert_matched') //catch this action
+        {
+            if(auth()->user()->isAdmin())
+            {
+                $this->bank_transaction_repo->convert_matched($bank_transactions);
+            }
+            else 
+                return;
+        }
+        else {
+
             $bank_transactions->each(function ($bank_transaction, $key) use ($action) {
                 if (auth()->user()->can('edit', $bank_transaction)) {
                     $this->bank_transaction_repo->{$action}($bank_transaction);
                 }
             });
 
+        }
+        
         /* Need to understand which permission are required for the given bulk action ie. view / edit */
 
         return $this->listResponse(BankTransaction::withTrashed()->whereIn('id', $this->transformKeys($ids))->company());

app/Http/Controllers/BankTransactionRuleController.php

@@ -0,0 +1,505 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Controllers;
+
+use App\Factory\BankTransactionFactory;
+use App\Factory\BankTransactionRuleFactory;
+use App\Filters\BankTransactionFilters;
+use App\Filters\BankTransactionRuleFilters;
+use App\Helpers\Bank\Yodlee\Yodlee;
+use App\Http\Requests\BankTransactionRule\CreateBankTransactionRuleRequest;
+use App\Http\Requests\BankTransactionRule\DestroyBankTransactionRuleRequest;
+use App\Http\Requests\BankTransactionRule\EditBankTransactionRuleRequest;
+use App\Http\Requests\BankTransactionRule\ShowBankTransactionRuleRequest;
+use App\Http\Requests\BankTransactionRule\StoreBankTransactionRuleRequest;
+use App\Http\Requests\BankTransactionRule\UpdateBankTransactionRuleRequest;
+use App\Http\Requests\BankTransaction\AdminBankTransactionRuleRequest;
+use App\Http\Requests\Import\PreImportRequest;
+use App\Jobs\Bank\MatchBankTransactionRules;
+use App\Models\BankTransaction;
+use App\Models\BankTransactionRule;
+use App\Repositories\BankTransactionRepository;
+use App\Repositories\BankTransactionRuleRepository;
+use App\Services\Bank\BankMatchingService;
+use App\Transformers\BankTransactionRuleTransformer;
+use App\Transformers\BankTransactionTransformer;
+use App\Utils\Traits\MakesHash;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Cache;
+use Illuminate\Support\Str;
+
+class BankTransactionRuleController extends BaseController
+{
+    use MakesHash;
+    
+    protected $entity_type = BankTransactionRule::class;
+
+    protected $entity_transformer = BankTransactionRuleTransformer::class;
+
+    protected $bank_transaction_repo;
+
+    public function __construct(BankTransactionRuleRepository $bank_transaction_repo)
+    {
+        parent::__construct();
+
+        $this->bank_transaction_repo = $bank_transaction_repo;
+    }
+
+    /**
+     * @OA\Get(
+     *      path="/api/v1/bank_transaction_rules",
+     *      operationId="getBankTransactionRules",
+     *      tags={"bank_transaction_rules"},
+     *      summary="Gets a list of bank_transaction_rules",
+     *      description="Lists all bank transaction rules",
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Secret"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Token"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\Parameter(ref="#/components/parameters/include"),
+     *      @OA\Parameter(ref="#/components/parameters/index"),
+     *      @OA\Parameter(
+     *          name="rows",
+     *          in="query",
+     *          description="The number of bank integrations to return",
+     *          example="50",
+     *          required=false,
+     *          @OA\Schema(
+     *              type="number",
+     *              format="integer",
+     *          ),
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="A list of bank integrations",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *          @OA\JsonContent(ref="#/components/schemas/BankTransactionRule"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     * @param BankTransactionFilters $filter
+     * @return Response|mixed
+     */
+    public function index(BankTransactionRuleFilters $filters)
+    {
+
+        $bank_transaction_rules = BankTransactionRule::filter($filters);
+
+        return $this->listResponse($bank_transaction_rules);
+
+    }
+
+    /**
+     * Display the specified resource.
+     *
+     * @param ShowBankTransactionRuleRequest $request
+     * @param BankTransactionRule $bank_transaction_rule
+     * @return Response
+     *
+     *
+     * @OA\Get(
+     *      path="/api/v1/bank_transaction_rules/{id}",
+     *      operationId="showBankTransactionRule",
+     *      tags={"bank_transaction_rules"},
+     *      summary="Shows a bank_transaction",
+     *      description="Displays a bank_transaction by id",
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Secret"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Token"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\Parameter(ref="#/components/parameters/include"),
+     *      @OA\Parameter(
+     *          name="id",
+     *          in="path",
+     *          description="The Bank Transaction RuleHashed ID",
+     *          example="D2J234DFA",
+     *          required=true,
+     *          @OA\Schema(
+     *              type="string",
+     *              format="string",
+     *          ),
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="Returns the bank_transaction rule object",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *          @OA\JsonContent(ref="#/components/schemas/BankTransactionRule"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function show(ShowBankTransactionRuleRequest $request, BankTransactionRule $bank_transaction_rule)
+    {
+        return $this->itemResponse($bank_transaction_rule);
+    }
+
+
+    /**
+     * Show the form for editing the specified resource.
+     *
+     * @param EditBankTransactionRuleRequest $request
+     * @param BankTransactionRule $bank_transaction_rule
+     * @return Response
+     *
+     *
+     * @OA\Get(
+     *      path="/api/v1/bank_transaction_rules/{id}/edit",
+     *      operationId="editBankTransactionRule",
+     *      tags={"bank_transaction_rules"},
+     *      summary="Shows a bank_transaction for editing",
+     *      description="Displays a bank_transaction by id",
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Secret"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Token"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\Parameter(ref="#/components/parameters/include"),
+     *      @OA\Parameter(
+     *          name="id",
+     *          in="path",
+     *          description="The Bank Transaction Rule Hashed ID",
+     *          example="D2J234DFA",
+     *          required=true,
+     *          @OA\Schema(
+     *              type="string",
+     *              format="string",
+     *          ),
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="Returns the bank_transaction rule object",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *          @OA\JsonContent(ref="#/components/schemas/BankTransactionRule"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function edit(EditBankTransactionRuleRequest $request, BankTransactionRule $bank_transaction_rule)
+    {
+        return $this->itemResponse($bank_transaction_rule);
+    }
+
+    /**
+     * Update the specified resource in storage.
+     *
+     * @param UpdateBankTransactionRuleRequest $request
+     * @param BankTransactionRule $bank_transaction_rule
+     * @return Response
+     *
+     *
+     *
+     * @OA\Put(
+     *      path="/api/v1/bank_transaction_rules/{id}",
+     *      operationId="updateBankTransactionRule",
+     *      tags={"bank_transaction_rules"},
+     *      summary="Updates a bank_transaction Rule",
+     *      description="Handles the updating of a bank_transaction rule by id",
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Secret"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Token"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\Parameter(ref="#/components/parameters/include"),
+     *      @OA\Parameter(
+     *          name="id",
+     *          in="path",
+     *          description="The Bank Transaction Rule Hashed ID",
+     *          example="D2J234DFA",
+     *          required=true,
+     *          @OA\Schema(
+     *              type="string",
+     *              format="string",
+     *          ),
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="Returns the bank_transaction rule object",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *          @OA\JsonContent(ref="#/components/schemas/BankTransactionRule"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function update(UpdateBankTransactionRuleRequest $request, BankTransactionRule $bank_transaction_rule)
+    {
+
+        //stubs for updating the model
+        $bank_transaction = $this->bank_transaction_repo->save($request->all(), $bank_transaction_rule);
+
+        return $this->itemResponse($bank_transaction_rule->fresh());
+    }
+
+    /**
+     * Show the form for creating a new resource.
+     *
+     * @param CreateBankTransactionRuleRequest $request
+     * @return Response
+     *
+     *
+     *
+     * @OA\Get(
+     *      path="/api/v1/bank_transaction_rules/create",
+     *      operationId="getBankTransactionRulesCreate",
+     *      tags={"bank_transaction_rules"},
+     *      summary="Gets a new blank bank_transaction rule object",
+     *      description="Returns a blank object with default values",
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Secret"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Token"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\Parameter(ref="#/components/parameters/include"),
+     *      @OA\Response(
+     *          response=200,
+     *          description="A blank bank_transaction rule object",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *          @OA\JsonContent(ref="#/components/schemas/BankTransactionRule"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function create(CreateBankTransactionRuleRequest $request)
+    {
+        $bank_transaction_rule = BankTransactionRuleFactory::create(auth()->user()->company()->id, auth()->user()->id, auth()->user()->account_id);
+
+        return $this->itemResponse($bank_transaction_rule);
+    }
+
+    /**
+     * Store a newly created resource in storage.
+     *
+     * @param StoreBankTransactionRuleRequest $request
+     * @return Response
+     *
+     *
+     *
+     * @OA\Post(
+     *      path="/api/v1/bank_transaction_rules",
+     *      operationId="storeBankTransaction",
+     *      tags={"bank_transaction_rules"},
+     *      summary="Adds a bank_transaction rule",
+     *      description="Adds an bank_transaction to a company",
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Secret"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Token"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\Parameter(ref="#/components/parameters/include"),
+     *      @OA\Response(
+     *          response=200,
+     *          description="Returns the saved bank_transaction rule object",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *          @OA\JsonContent(ref="#/components/schemas/BankTransactionRule"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function store(StoreBankTransactionRuleRequest $request)
+    {
+        //stub to store the model
+        $bank_transaction_rule = $this->bank_transaction_repo->save($request->all(), BankTransactionRuleFactory::create(auth()->user()->company()->id, auth()->user()->id, auth()->user()->account_id));
+
+        return $this->itemResponse($bank_transaction_rule);
+    }
+
+    /**
+     * Remove the specified resource from storage.
+     *
+     * @param DestroyBankTransactionRuleRequest $request
+     * @param BankTransactionRule $bank_transaction_rule
+     * @return Response
+     *
+     *
+     * @throws \Exception
+     * @OA\Delete(
+     *      path="/api/v1/bank_transaction_rules/{id}",
+     *      operationId="deleteBankTransactionRule",
+     *      tags={"bank_transaction_rules"},
+     *      summary="Deletes a bank_transaction rule",
+     *      description="Handles the deletion of a bank_transaction rule by id",
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Secret"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Token"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\Parameter(ref="#/components/parameters/include"),
+     *      @OA\Parameter(
+     *          name="id",
+     *          in="path",
+     *          description="The Bank Transaction Rule Hashed ID",
+     *          example="D2J234DFA",
+     *          required=true,
+     *          @OA\Schema(
+     *              type="string",
+     *              format="string",
+     *          ),
+     *      ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="Returns a HTTP status",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+     *
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function destroy(DestroyBankTransactionRuleRequest $request, BankTransactionRule $bank_transaction_rule)
+    {
+        $this->bank_transaction_repo->delete($bank_transaction_rule);
+
+        return $this->itemResponse($bank_transaction_rule->fresh());
+    }
+
+
+    /**
+     * Perform bulk actions on the list view.
+     *
+     * @return Collection
+     *
+     * @OA\Post(
+     *      path="/api/v1/bank_transation_rules/bulk",
+     *      operationId="bulkBankTransactionRules",
+     *      tags={"bank_transaction_rules"},
+     *      summary="Performs bulk actions on an array of bank_transation rules",
+     *      description="",
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Secret"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Api-Token"),
+     *      @OA\Parameter(ref="#/components/parameters/X-Requested-With"),
+     *      @OA\Parameter(ref="#/components/parameters/index"),
+     *      @OA\RequestBody(
+     *         description="Action paramters",
+     *         required=true,
+     *         @OA\MediaType(
+     *             mediaType="application/json",
+     *             @OA\Schema(
+     *                 type="array",
+     *                 @OA\Items(
+     *                     type="integer",
+     *                     description="Array of hashed IDs to be bulk 'actioned",
+     *                     example="[0,1,2,3]",
+     *                 ),
+     *             )
+     *         )
+     *     ),
+     *      @OA\Response(
+     *          response=200,
+     *          description="The Bulk Action response",
+     *          @OA\Header(header="X-MINIMUM-CLIENT-VERSION", ref="#/components/headers/X-MINIMUM-CLIENT-VERSION"),
+     *          @OA\Header(header="X-RateLimit-Remaining", ref="#/components/headers/X-RateLimit-Remaining"),
+     *          @OA\Header(header="X-RateLimit-Limit", ref="#/components/headers/X-RateLimit-Limit"),
+     *       ),
+     *       @OA\Response(
+     *          response=422,
+     *          description="Validation error",
+     *          @OA\JsonContent(ref="#/components/schemas/ValidationError"),
+
+     *       ),
+     *       @OA\Response(
+     *           response="default",
+     *           description="Unexpected Error",
+     *           @OA\JsonContent(ref="#/components/schemas/Error"),
+     *       ),
+     *     )
+     */
+    public function bulk()
+    {
+        $action = request()->input('action');
+
+        if(!in_array($action, ['archive', 'restore', 'delete']))
+            return response()->json(['message' => 'Unsupported action.'], 400);
+
+        $ids = request()->input('ids');
+            
+        $bank_transaction_rules = BankTransactionRule::withTrashed()->whereIn('id', $this->transformKeys($ids))->company()->get();
+
+        $bank_transaction_rules->each(function ($bank_transaction_rule, $key) use ($action) {
+            if (auth()->user()->can('edit', $bank_transaction_rule)) {
+                $this->bank_transaction_repo->{$action}($bank_transaction_rule);
+            }
+        });
+
+        /* Need to understand which permission are required for the given bulk action ie. view / edit */
+
+        return $this->listResponse(BankTransactionRule::withTrashed()->whereIn('id', $this->transformKeys($ids))->company());
+    }
+
+}

app/Http/Controllers/BaseController.php

@@ -108,6 +108,7 @@ class BaseController extends Controller
           'company.system_logs',
           'company.bank_integrations',
           'company.bank_transactions',
+          'company.bank_transaction_rules',
         ];
 
     private $mini_load = [
@@ -126,6 +127,7 @@ class BaseController extends Controller
         'company.expense_categories',
         'company.subscriptions',
         'company.bank_integrations',
+        'company.bank_transaction_rules',
     ];
 
     public function __construct()
@@ -456,6 +458,13 @@ class BaseController extends Controller
                         $query->where('bank_transactions.user_id', $user->id);
                     }
                 },
+                'company.bank_transaction_rules'=> function ($query) use ($updated_at, $user) {
+                    $query->where('updated_at', '>=', $updated_at);
+
+                    if (! $user->isAdmin()) {
+                        $query->where('bank_transaction_rules.user_id', $user->id);
+                    }
+                },
             ]
         );
 
@@ -530,6 +539,12 @@ class BaseController extends Controller
                         $query->where('bank_integrations.user_id', $user->id);
                     }
                 },
+                'company.bank_transaction_rules'=> function ($query) use ($updated_at, $user) {
+
+                    if (! $user->isAdmin()) {
+                        $query->where('bank_transaction_rules.user_id', $user->id);
+                    }
+                },
             ]
         );
 

app/Http/Controllers/ClientPortal/SubscriptionPurchaseController.php

@@ -41,6 +41,25 @@ class SubscriptionPurchaseController extends Controller
         ]);
     }
 
+    public function upgrade(Subscription $subscription, Request $request)
+    {
+        /* Make sure the contact is logged into the correct company for this subscription */
+        if (auth()->guard('contact')->user() && auth()->guard('contact')->user()->company_id != $subscription->company_id) {
+            auth()->guard('contact')->logout();
+            $request->session()->invalidate();
+        }
+
+        if ($request->has('locale')) {
+            $this->setLocale($request->query('locale'));
+        }
+
+        return view('billing-portal.purchasev2', [
+            'subscription' => $subscription,
+            'hash' => Str::uuid()->toString(),
+            'request_data' => $request->all(),
+        ]);
+    }
+
     /**
      * Set locale for incoming request.
      *
@@ -56,4 +75,7 @@ class SubscriptionPurchaseController extends Controller
             App::setLocale($record->locale);
         }
     }
+
+
+
 }

app/Http/Controllers/InvoiceController.php

@@ -28,6 +28,7 @@ use App\Http\Requests\Invoice\StoreInvoiceRequest;
 use App\Http\Requests\Invoice\UpdateInvoiceRequest;
 use App\Http\Requests\Invoice\UpdateReminderRequest;
 use App\Http\Requests\Invoice\UploadInvoiceRequest;
+use App\Jobs\Cron\AutoBill;
 use App\Jobs\Entity\EmailEntity;
 use App\Jobs\Invoice\BulkInvoiceJob;
 use App\Jobs\Invoice\StoreInvoice;
@@ -696,11 +697,14 @@ class InvoiceController extends BaseController
     {
         /*If we are using bulk actions, we don't want to return anything */
         switch ($action) {
+            case 'auto_bill':
+                AutoBill::dispatch($invoice->id, $invoice->company->db);
+                return $this->itemResponse($invoice);
+
             case 'clone_to_invoice':
                 $invoice = CloneInvoiceFactory::create($invoice, auth()->user()->id);
-
                 return $this->itemResponse($invoice);
-                break;
+                
             case 'clone_to_quote':
                 $quote = CloneInvoiceToQuoteFactory::create($invoice, auth()->user()->id);
 
@@ -767,7 +771,7 @@ class InvoiceController extends BaseController
                 }
                 break;
             case 'cancel':
-                $invoice = $invoice->service()->handleCancellation()->deletePdf()->touchPdf()->save();
+                $invoice = $invoice->service()->handleCancellation()->touchPdf()->save();
 
                 if (! $bulk) {
                     $this->itemResponse($invoice);
@@ -777,7 +781,7 @@ class InvoiceController extends BaseController
             case 'email':
                 //check query parameter for email_type and set the template else use calculateTemplate
 
-                if (request()->has('email_type') && property_exists($invoice->company->settings, request()->input('email_type'))) {
+                if (request()->has('email_type') && in_array(request()->input('email_type'), ['reminder1', 'reminder2', 'reminder3', 'reminder_endless', 'custom1', 'custom2', 'custom3'])) {
                     $this->reminder_template = $invoice->client->getSetting(request()->input('email_type'));
                 } else {
                     $this->reminder_template = $invoice->calculateTemplate('invoice');

app/Http/Controllers/MigrationController.php

@@ -181,7 +181,10 @@ class MigrationController extends BaseController
         $company->tasks()->forceDelete();
         $company->vendors()->forceDelete();
         $company->expenses()->forceDelete();
-        $company->purchase_orders()->forceDelete();
+        $company->bank_transaction_rules()->forceDelete();
+        $company->bank_transactions()->forceDelete();
+        $company->bank_integrations()->forceDelete();
+
         $company->all_activities()->forceDelete();
 
         $settings = $company->settings;

app/Http/Controllers/OpenAPI/BTRulesSchema.php

@@ -0,0 +1,10 @@
+<?php
+/**
+ * @OA\Schema(
+ *   schema="BTRules",
+ *   type="object",
+ *       @OA\Property(property="data_key", type="string", example="description,amount", description="The key to search"),
+ *       @OA\Property(property="operator", type="string", example=">", description="The operator flag of the search"),
+ *       @OA\Property(property="value", type="string" ,example="bob", description="The value to search for"),
+ * )
+ */

app/Http/Controllers/OpenAPI/BankTransaction.php

@@ -6,7 +6,7 @@
  *       @OA\Property(property="id", type="string", example="AS3df3A", description="The bank integration hashed id"),
  *       @OA\Property(property="company_id", type="string", example="AS3df3A", description="The company hashed id"),
  *       @OA\Property(property="user_id", type="string", example="AS3df3A", description="The user hashed id"),
- *       @OA\Property(property="transaction_id", type="integer", example=343434, description="The id of the transaction"),
+ *       @OA\Property(property="transaction_id", type="integer", example=343434, description="The id of the transaction rule"),
  *       @OA\Property(property="amount", type="number", example=10.00, description="The transaction amount"),
  *       @OA\Property(property="currency_id", type="string", example="1", description="The currency ID of the currency"),
  *       @OA\Property(property="account_type", type="string", example="creditCard", description="The account type"),

app/Http/Controllers/OpenAPI/BankTransactionRule.php

@@ -0,0 +1,25 @@
+<?php
+/**
+ * @OA\Schema(
+ *   schema="BankTransactionRule",
+ *   type="object",
+ *       @OA\Property(property="id", type="string", example="AS3df3A", description="The bank transaction rules hashed id"),
+ *       @OA\Property(property="company_id", type="string", example="AS3df3A", description="The company hashed id"),
+ *       @OA\Property(property="user_id", type="string", example="AS3df3A", description="The user hashed id"),
+ *       @OA\Property(property="name", type="string", example="Rule 1", description="The name of the transaction"),
+ *       @OA\Property(
+ *          property="rules",
+ *          type="array",
+ *          description="A mapped collection of the sub rules for the BankTransactionRule",
+ *          @OA\Items(
+ *              ref="#/components/schemas/BTRules",
+ *          ),
+ *       ),
+ *       @OA\Property(property="auto_convert", type="boolean", example=true, description="Flags whether the rule converts the transaction automatically"),
+ *       @OA\Property(property="matches_on_all", type="boolean", example=true, description="Flags whether all subrules are required for the match"),
+ *       @OA\Property(property="applies_to", type="string", example="CREDIT", description="Flags whether the rule applies to a CREDIT or DEBIT"),
+ *       @OA\Property(property="client_id", type="string", example="AS3df3A", description="The client hashed id"),
+ *       @OA\Property(property="vendor_id", type="string", example="AS3df3A", description="The vendor hashed id"),
+ *       @OA\Property(property="category_id", type="string", example="AS3df3A", description="The category hashed id"),
+ * )
+ */

app/Http/Livewire/BillingPortalPurchasev2.php

@@ -0,0 +1,528 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Livewire;
+
+use App\Factory\ClientFactory;
+use App\Jobs\Mail\NinjaMailerJob;
+use App\Jobs\Mail\NinjaMailerObject;
+use App\Libraries\MultiDB;
+use App\Mail\ContactPasswordlessLogin;
+use App\Models\Client;
+use App\Models\ClientContact;
+use App\Models\Invoice;
+use App\Models\Subscription;
+use App\Repositories\ClientContactRepository;
+use App\Repositories\ClientRepository;
+use Illuminate\Support\Facades\App;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\Cache;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Str;
+use App\DataMapper\ClientSettings;
+use Livewire\Component;
+
+class BillingPortalPurchasev2 extends Component
+{
+    /**
+     * Random hash generated by backend to handle the tracking of state.
+     *
+     * @var string
+     */
+    public $hash;
+
+    /**
+     * Top level text on the left side of billing page.
+     *
+     * @var string
+     */
+    public $heading_text;
+
+
+    /**
+     * E-mail address model for user input.
+     *
+     * @var string
+     */
+    public $email;
+
+    /**
+     * Password model for user input.
+     *
+     * @var string
+     */
+    public $password;
+
+    /**
+     * Instance of subscription.
+     *
+     * @var Subscription
+     */
+    public $subscription;
+
+    /**
+     * Instance of client contact.
+     *
+     * @var null|ClientContact
+     */
+    public $contact;
+
+    /**
+     * Rules for validating the form.
+     *
+     * @var \string[][]
+     */
+    protected $rules = [
+        'email' => ['required', 'email'],
+    ];
+
+    /**
+     * Id for CompanyGateway record.
+     *
+     * @var string|integer
+     */
+    public $company_gateway_id;
+
+    /**
+     * Id for GatewayType.
+     *
+     * @var string|integer
+     */
+    public $payment_method_id;
+
+    private $user_coupon;
+
+    /**
+     * List of steps that frontend form follows.
+     *
+     * @var array
+     */
+    public $steps = [
+        'passed_email' => false,
+        'existing_user' => false,
+        'fetched_payment_methods' => false,
+        'fetched_client' => false,
+        'show_start_trial' => false,
+        'passwordless_login_sent' => false,
+        'started_payment' => false,
+        'discount_applied' => false,
+        'show_loading_bar' => false,
+        'not_eligible' => null,
+        'not_eligible_message' => null,
+        'payment_required' => true,
+    ];
+
+    /**
+     * List of payment methods fetched from client.
+     *
+     * @var array
+     */
+    public $methods = [];
+
+    /**
+     * Instance of \App\Models\Invoice
+     *
+     * @var Invoice
+     */
+    public $invoice;
+
+    /**
+     * Coupon model for user input
+     *
+     * @var string
+     */
+    public $coupon;
+
+    /**
+     * Quantity for seats
+     *
+     * @var int
+     */
+    public $quantity;
+
+    /**
+     * First-hit request data (queries, locales...).
+     *
+     * @var array
+     */
+    public $request_data;
+
+    /**
+     * @var string
+     */
+    public $price;
+
+    /**
+     * Disabled state of passwordless login button.
+     *
+     * @var bool
+     */
+    public $passwordless_login_btn = false;
+
+    /**
+     * Instance of company.
+     *
+     * @var Company
+     */
+    public $company;
+
+    /**
+     * Campaign reference.
+     *
+     * @var string|null
+     */
+    public $campaign;
+
+    public function mount()
+    {
+        MultiDB::setDb($this->company->db);
+
+        $this->quantity = 1;
+
+        $this->price = $this->subscription->price;
+
+        if (request()->query('coupon')) {
+            $this->coupon = request()->query('coupon');
+            $this->handleCoupon();
+        }
+        elseif(strlen($this->subscription->promo_code) == 0 && $this->subscription->promo_discount > 0){
+            $this->price = $this->subscription->promo_price;
+        }
+    }
+
+    /**
+     * Handle user authentication
+     *
+     * @return $this|bool|void
+     */
+    public function authenticate()
+    {
+        $this->validate();
+
+        $contact = ClientContact::where('email', $this->email)
+            ->where('company_id', $this->subscription->company_id)
+            ->first();
+
+        if ($contact && $this->steps['existing_user'] === false) {
+            return $this->steps['existing_user'] = true;
+        }
+
+        if ($contact && $this->steps['existing_user']) {
+            $attempt = Auth::guard('contact')->attempt(['email' => $this->email, 'password' => $this->password, 'company_id' => $this->subscription->company_id]);
+
+            return $attempt
+                ? $this->getPaymentMethods($contact)
+                : session()->flash('message', 'These credentials do not match our records.');
+        }
+
+        $this->steps['existing_user'] = false;
+
+        $contact = $this->createBlankClient();
+
+        if ($contact && $contact instanceof ClientContact) {
+            $this->getPaymentMethods($contact);
+        }
+    }
+
+    /**
+     * Create a blank client. Used for new customers purchasing.
+     *
+     * @return mixed
+     * @throws \Laracasts\Presenter\Exceptions\PresenterException
+     */
+    protected function createBlankClient()
+    {
+        $company = $this->subscription->company;
+        $user = $this->subscription->user;
+        $user->setCompany($company);
+        
+        $client_repo = new ClientRepository(new ClientContactRepository());
+
+        $data = [
+            'name' => '',
+            'contacts' => [
+                ['email' => $this->email],
+            ],
+            'client_hash' => Str::random(40),
+            'settings' => ClientSettings::defaults(),
+        ];
+
+        foreach ($this->request_data as $field => $value) {
+            if (in_array($field, Client::$subscriptions_fillable)) {
+                $data[$field] = $value;
+            }
+
+            if (in_array($field, ClientContact::$subscription_fillable)) {
+                $data['contacts'][0][$field] = $value;
+            }
+        }
+
+// nlog($this->subscription->group_settings->settings);
+// nlog($this->subscription->group_settings->settings->currency_id);
+
+        if(array_key_exists('currency_id', $this->request_data)) {
+
+            $currency = Cache::get('currencies')->filter(function ($item){
+                return $item->id == $this->request_data['currency_id'];
+            })->first();
+
+            if($currency)
+                $data['settings']->currency_id = $currency->id;
+
+        }
+        elseif($this->subscription->group_settings && property_exists($this->subscription->group_settings->settings, 'currency_id')) {
+
+            $currency = Cache::get('currencies')->filter(function ($item){
+                return $item->id == $this->subscription->group_settings->settings->currency_id;
+            })->first();
+
+            if($currency)
+                $data['settings']->currency_id = $currency->id;
+
+        }
+
+        if (array_key_exists('locale', $this->request_data)) {
+            $request = $this->request_data;
+
+            $record = Cache::get('languages')->filter(function ($item) use ($request) {
+                return $item->locale == $request['locale'];
+            })->first();
+
+            if ($record) {
+                $data['settings']['language_id'] = (string)$record->id;
+            }
+        }
+
+        $client = $client_repo->save($data, ClientFactory::create($company->id, $user->id));
+
+        return $client->fresh()->contacts->first();
+    }
+
+    /**
+     * Fetching payment methods from the client.
+     *
+     * @param ClientContact $contact
+     * @return $this
+     */
+    protected function getPaymentMethods(ClientContact $contact): self
+    {
+        Auth::guard('contact')->loginUsingId($contact->id, true);
+
+        $this->contact = $contact;
+
+        if ($this->subscription->trial_enabled) {
+            $this->heading_text = ctrans('texts.plan_trial');
+            $this->steps['show_start_trial'] = true;
+
+            return $this;
+        }
+
+        if ((int)$this->price == 0)
+            $this->steps['payment_required'] = false;
+        else
+            $this->steps['fetched_payment_methods'] = true;
+
+        $this->methods = $contact->client->service()->getPaymentMethods($this->price);
+
+        $this->heading_text = ctrans('texts.payment_methods');
+
+        return $this;
+    }
+
+    /**
+     * Middle method between selecting payment method &
+     * submitting the from to the backend.
+     *
+     * @param $company_gateway_id
+     * @param $gateway_type_id
+     */
+    public function handleMethodSelectingEvent($company_gateway_id, $gateway_type_id)
+    {
+        $this->company_gateway_id = $company_gateway_id;
+        $this->payment_method_id = $gateway_type_id;
+
+        $this->handleBeforePaymentEvents();
+    }
+
+    /**
+     * Method to handle events before payments.
+     *
+     * @return void
+     */
+    public function handleBeforePaymentEvents()
+    {
+        $this->steps['started_payment'] = true;
+        $this->steps['show_loading_bar'] = true;
+
+        $data = [
+            'client_id' => $this->contact->client->id,
+            'date' => now()->format('Y-m-d'),
+            'invitations' => [[
+                'key' => '',
+                'client_contact_id' => $this->contact->hashed_id,
+            ]],
+            'user_input_promo_code' => $this->coupon,
+            'coupon' => empty($this->subscription->promo_code) ? '' : $this->coupon,
+            'quantity' => $this->quantity,
+        ];
+
+        $is_eligible = $this->subscription->service()->isEligible($this->contact);
+
+        if (is_array($is_eligible) && $is_eligible['message'] != 'Success') {
+            $this->steps['not_eligible'] = true;
+            $this->steps['not_eligible_message'] = $is_eligible['message'];
+            $this->steps['show_loading_bar'] = false;
+
+            return;
+        }
+
+        $this->invoice = $this->subscription
+            ->service()
+            ->createInvoice($data, $this->quantity)
+            ->service()
+            ->markSent()
+            ->fillDefaults()
+            ->adjustInventory()
+            ->save();
+
+        Cache::put($this->hash, [
+            'subscription_id' => $this->subscription->id,
+            'email' => $this->email ?? $this->contact->email,
+            'client_id' => $this->contact->client->id,
+            'invoice_id' => $this->invoice->id,
+            'context' => 'purchase',
+            'campaign' => $this->campaign,
+        ], now()->addMinutes(60));
+
+        $this->emit('beforePaymentEventsCompleted');
+    }
+
+    /**
+     * Proxy method for starting the trial.
+     *
+     * @return \Illuminate\Contracts\Foundation\Application|\Illuminate\Http\RedirectResponse|\Illuminate\Routing\Redirector
+     */
+    public function handleTrial()
+    {
+        return $this->subscription->service()->startTrial([
+            'email' => $this->email ?? $this->contact->email,
+            'quantity' => $this->quantity,
+            'contact_id' => $this->contact->id,
+            'client_id' => $this->contact->client->id,
+        ]);
+    }
+
+    public function handlePaymentNotRequired()
+    {
+
+        $is_eligible = $this->subscription->service()->isEligible($this->contact);
+        
+        if ($is_eligible['status_code'] != 200) {
+            $this->steps['not_eligible'] = true;
+            $this->steps['not_eligible_message'] = $is_eligible['message'];
+            $this->steps['show_loading_bar'] = false;
+
+            return;
+        }
+
+
+        return $this->subscription->service()->handleNoPaymentRequired([
+            'email' => $this->email ?? $this->contact->email,
+            'quantity' => $this->quantity,
+            'contact_id' => $this->contact->id,
+            'client_id' => $this->contact->client->id,
+            'coupon' => $this->coupon,
+        ]);
+    }
+
+    /**
+     * Update quantity property.
+     *
+     * @param string $option
+     * @return int
+     */
+    public function updateQuantity(string $option): int
+    {
+        $this->handleCoupon();
+
+        if ($this->quantity == 1 && $option == 'decrement') {
+            $this->price = $this->price * 1;
+            return $this->quantity;
+        }
+
+        if ($this->quantity > $this->subscription->max_seats_limit && $option == 'increment') {
+            $this->price = $this->price * $this->subscription->max_seats_limit;
+            return $this->quantity;
+        }
+
+        if ($option == 'increment') {
+            $this->quantity++;
+            $this->price = $this->price * $this->quantity;
+            return $this->quantity;
+        }
+
+            $this->quantity--;
+            $this->price = $this->price * $this->quantity;
+
+            return $this->quantity;
+    }
+
+    public function handleCoupon()
+    {
+
+        if($this->steps['discount_applied']){
+            $this->price = $this->subscription->promo_price;
+            return;
+        }
+
+        if ($this->coupon == $this->subscription->promo_code) {
+            $this->price = $this->subscription->promo_price;
+            $this->quantity = 1;
+            $this->steps['discount_applied'] = true;
+        }
+        else
+            $this->price = $this->subscription->price;
+    }
+
+    public function passwordlessLogin()
+    {
+        $this->passwordless_login_btn = true;
+
+        $contact = ClientContact::query()
+            ->where('email', $this->email)
+            ->where('company_id', $this->subscription->company_id)
+            ->first();
+
+        $mailer = new NinjaMailerObject();
+        $mailer->mailable = new ContactPasswordlessLogin($this->email, $this->subscription->company, (string)route('client.subscription.purchase', $this->subscription->hashed_id) . '?coupon=' . $this->coupon);
+        $mailer->company = $this->subscription->company;
+        $mailer->settings = $this->subscription->company->settings;
+        $mailer->to_user = $contact;
+
+        NinjaMailerJob::dispatch($mailer);
+
+        $this->steps['passwordless_login_sent'] = true;
+        $this->passwordless_login_btn = false;
+    }
+
+    public function render()
+    {
+        if (array_key_exists('email', $this->request_data)) {
+            $this->email = $this->request_data['email'];
+        }
+
+        if ($this->contact instanceof ClientContact) {
+            $this->getPaymentMethods($this->contact);
+        }
+
+        return render('components.livewire.billing-portal-purchasev2');
+    }
+}

app/Http/Middleware/ContactKeyLogin.php

@@ -41,6 +41,7 @@ class ContactKeyLogin
             $request->session()->invalidate();
         }
 
+        //magic links survive for 1 hour
         if ($request->segment(2) && $request->segment(2) == 'magic_link' && $request->segment(3)) {
             $payload = Cache::get($request->segment(3));
 
@@ -66,7 +67,11 @@ class ContactKeyLogin
             }
         } elseif ($request->segment(3) && config('ninja.db.multi_db_enabled')) {
             if (MultiDB::findAndSetDbByContactKey($request->segment(3))) {
-                if ($client_contact = ClientContact::where('contact_key', $request->segment(3))->first()) {
+                if ($client_contact = ClientContact::with('company')->where('contact_key', $request->segment(3))->first()) {
+
+                    if($client_contact->company->settings->enable_client_portal_password)
+                        return redirect()->route('client.login', ['company_key' => $client_contact->company->company_key]);
+
                     if (empty($client_contact->email)) {
                         $client_contact->email = Str::random(6).'@example.com';
                     }
@@ -82,7 +87,11 @@ class ContactKeyLogin
                 }
             }
         } elseif ($request->segment(2) && $request->segment(2) == 'key_login' && $request->segment(3)) {
-            if ($client_contact = ClientContact::where('contact_key', $request->segment(3))->first()) {
+            if ($client_contact = ClientContact::with('company')->where('contact_key', $request->segment(3))->first()) {
+
+                if($client_contact->company->settings->enable_client_portal_password)
+                    return redirect()->route('client.login', ['company_key' => $client_contact->company->company_key]);
+
                 if (empty($client_contact->email)) {
                     $client_contact->email = Str::random(6).'@example.com';
                     $client_contact->save();
@@ -125,7 +134,11 @@ class ContactKeyLogin
                 return redirect($this->setRedirectPath());
             }
         } elseif ($request->segment(3)) {
-            if ($client_contact = ClientContact::where('contact_key', $request->segment(3))->first()) {
+            if ($client_contact = ClientContact::with('company')->where('contact_key', $request->segment(3))->first()) {
+
+                if($client_contact->company->settings->enable_client_portal_password)
+                    return redirect()->route('client.login', ['company_key' => $client_contact->company->company_key]);
+
                 if (empty($client_contact->email)) {
                     $client_contact->email = Str::random(6).'@example.com';
                     $client_contact->save();

app/Http/Requests/BankTransactionRule/CreateBankTransactionRuleRequest.php

@@ -0,0 +1,28 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Requests\BankTransactionRule;
+
+use App\Http\Requests\Request;
+use App\Models\BankTransactionRule;
+
+class CreateBankTransactionRuleRequest extends Request
+{
+    /**
+     * Determine if the user is authorized to make this request.
+     *
+     * @return bool
+     */
+    public function authorize() : bool
+    {
+        return auth()->user()->can('create', BankTransactionRule::class);
+    }
+}

app/Http/Requests/BankTransactionRule/DestroyBankTransactionRuleRequest.php

@@ -0,0 +1,27 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Requests\BankTransactionRule;
+
+use App\Http\Requests\Request;
+
+class DestroyBankTransactionRuleRequest extends Request
+{
+    /**
+     * Determine if the user is authorized to make this request.
+     *
+     * @return bool
+     */
+    public function authorize() : bool
+    {
+        return auth()->user()->can('edit', $this->bank_transaction_rule);
+    }
+}

app/Http/Requests/BankTransactionRule/EditBankTransactionRuleRequest.php

@@ -0,0 +1,27 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Requests\BankTransactionRule;
+
+use App\Http\Requests\Request;
+
+class EditBankTransactionRuleRequest extends Request
+{
+    /**
+     * Determine if the user is authorized to make this request.
+     *
+     * @return bool
+     */
+    public function authorize() : bool
+    {
+        return auth()->user()->can('edit', $this->bank_transaction_rule);
+    }
+}

app/Http/Requests/BankTransactionRule/ShowBankTransactionRuleRequest.php

@@ -0,0 +1,27 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Requests\BankTransactionRule;
+
+use App\Http\Requests\Request;
+
+class ShowBankTransactionRuleRequest extends Request
+{
+    /**
+     * Determine if the user is authorized to make this request.
+     *
+     * @return bool
+     */
+    public function authorize() : bool
+    {
+        return auth()->user()->can('view', $this->bank_transaction_rule);
+    }
+}

app/Http/Requests/BankTransactionRule/StoreBankTransactionRuleRequest.php

@@ -0,0 +1,70 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Requests\BankTransactionRule;
+
+use App\Http\Requests\Request;
+use App\Models\BankTransactionRule;
+use App\Utils\Traits\MakesHash;
+
+class StoreBankTransactionRuleRequest extends Request
+{
+    use MakesHash;
+
+    /**
+     * Determine if the user is authorized to make this request.
+     *
+     * @return bool
+     */
+    public function authorize() : bool
+    {
+        return auth()->user()->can('create', BankTransactionRule::class);
+    }
+    
+    public function rules()
+    {
+        /* Ensure we have a client name, and that all emails are unique*/
+        $rules = [
+            'name' => 'bail|required|string',
+            'rules' => 'bail|array',
+            'rules.*.operator' => 'bail|required|nullable',
+            'rules.*.search_key' => 'bail|required|nullable',
+            'rules.*.value' => 'bail|required|nullable',
+            'auto_convert' => 'bail|sometimes|bool',
+            'matches_on_all' => 'bail|sometimes|bool',
+            'applies_to' => 'bail|sometimes|string',
+        ];
+
+        if(isset($this->category_id)) 
+            $rules['category_id'] = 'bail|sometimes|exists:expense_categories,id,company_id,'.auth()->user()->company()->id.',is_deleted,0';
+        
+        if(isset($this->vendor_id))
+            $rules['vendor_id'] = 'bail|sometimes|exists:vendors,id,company_id,'.auth()->user()->company()->id.',is_deleted,0';
+
+        if(isset($this->client_id))
+            $rules['client_id'] = 'bail|sometimes|exists:clients,id,company_id,'.auth()->user()->company()->id.',is_deleted,0';
+
+
+        return $rules;
+    }
+
+    public function prepareForValidation()
+    {
+        $input = $this->all();
+
+        $input = $this->decodePrimaryKeys($input);
+
+        $this->replace($input);
+    }
+
+
+
+}

app/Http/Requests/BankTransactionRule/UpdateBankTransactionRuleRequest.php

@@ -0,0 +1,67 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Http\Requests\BankTransactionRule;
+
+use App\Http\Requests\Request;
+use App\Utils\Traits\MakesHash;
+
+class UpdateBankTransactionRuleRequest extends Request
+{
+    use MakesHash;
+
+    /**
+     * Determine if the user is authorized to make this request.
+     *
+     * @return bool
+     */
+    public function authorize() : bool
+    {
+        return auth()->user()->can('edit', $this->bank_transaction_rule);
+    }
+
+    public function rules()
+    {
+        /* Ensure we have a client name, and that all emails are unique*/
+        $rules = [
+            'name' => 'bail|required|string',
+            'rules' => 'bail|array',
+            'rules.*.operator' => 'bail|required|nullable',
+            'rules.*.search_key' => 'bail|required|nullable',
+            'rules.*.value' => 'bail|required|nullable',
+            'auto_convert' => 'bail|sometimes|bool',
+            'matches_on_all' => 'bail|sometimes|bool',
+            'applies_to' => 'bail|sometimes|string',
+        ];
+
+        if(isset($this->category_id)) 
+            $rules['category_id'] = 'bail|sometimes|exists:expense_categories,id,company_id,'.auth()->user()->company()->id.',is_deleted,0';
+        
+        if(isset($this->vendor_id))
+            $rules['vendor_id'] = 'bail|sometimes|exists:vendors,id,company_id,'.auth()->user()->company()->id.',is_deleted,0';
+
+        if(isset($this->client_id))
+            $rules['client_id'] = 'bail|sometimes|exists:clients,id,company_id,'.auth()->user()->company()->id.',is_deleted,0';
+
+
+        return $rules;
+    }
+
+    public function prepareForValidation()
+    {
+        $input = $this->all();
+
+        $input = $this->decodePrimaryKeys($input);
+
+        $this->replace($input);
+    }
+
+}

app/Http/Requests/Company/StoreCompanyRequest.php

@@ -61,22 +61,15 @@ class StoreCompanyRequest extends Request
     {
         $input = $this->all();
 
+        if(!isset($input['name']))
+            $input['name'] = 'Untitled Company';
+
         if (array_key_exists('google_analytics_url', $input)) {
             $input['google_analytics_key'] = $input['google_analytics_url'];
         }
 
-        // $company_settings = CompanySettings::defaults();
-
-        //@todo this code doesn't make sense as we never return $company_settings anywhere
-        //@deprecated???
-        // if (array_key_exists('settings', $input) && ! empty($input['settings'])) {
-        //     foreach ($input['settings'] as $key => $value) {
-        //         $company_settings->{$key} = $value;
-        //     }
-        // }
-
         if (array_key_exists('portal_domain', $input)) {
-            $input['portal_domain'] = strtolower($input['portal_domain']);
+            $input['portal_domain'] = rtrim(strtolower($input['portal_domain']), "/");
         }
 
         $this->replace($input);

app/Http/Requests/Company/UpdateCompanyRequest.php

@@ -74,9 +74,9 @@ class UpdateCompanyRequest extends Request
     
         $input = $this->all();
 
-        if (Ninja::isHosted() && array_key_exists('portal_domain', $input) && strlen($input['portal_domain']) > 1) {
+        if (array_key_exists('portal_domain', $input) && strlen($input['portal_domain']) > 1) {
             $input['portal_domain'] = $this->addScheme($input['portal_domain']);
-            $input['portal_domain'] = strtolower($input['portal_domain']);
+            $input['portal_domain'] = rtrim(strtolower($input['portal_domain']), "/");
         }
 
         if (array_key_exists('settings', $input)) {
@@ -108,7 +108,7 @@ class UpdateCompanyRequest extends Request
             }
         }
 
-            $settings['email_style_custom'] = str_replace("{{", "", $settings['email_style_custom']);
+        $settings['email_style_custom'] = str_replace(['{{','}}'], ['',''], $settings['email_style_custom']);
 
         if (! $account->isFreeHostedClient()) {
             return $settings;
@@ -126,10 +126,12 @@ class UpdateCompanyRequest extends Request
     }
 
     private function addScheme($url, $scheme = 'https://')
+    {
+        if(Ninja::isHosted())
         {
             $url = str_replace('http://', '', $url);
-
             $url = parse_url($url, PHP_URL_SCHEME) === null ? $scheme.$url : $url;
+        }
 
         return rtrim($url, '/');
     }

app/Http/Requests/Request.php

@@ -125,6 +125,10 @@ class Request extends FormRequest
             $input['company_gateway_id'] = $this->decodePrimaryKey($input['company_gateway_id']);
         }
 
+        if (array_key_exists('category_id', $input) && is_string($input['category_id'])) {
+            $input['category_id'] = $this->decodePrimaryKey($input['category_id']);
+        }
+
         if (isset($input['client_contacts'])) {
             foreach ($input['client_contacts'] as $key => $contact) {
                 if (! array_key_exists('send_email', $contact) || ! array_key_exists('id', $contact)) {

app/Http/Requests/Subscription/StoreSubscriptionRequest.php

@@ -35,26 +35,34 @@ class StoreSubscriptionRequest extends Request
     public function rules()
     {
         $rules = [
-            'product_ids' => ['sometimes'],
-            'recurring_product_ids' => ['sometimes'],
-            'assigned_user_id' => ['sometimes'],
-            'is_recurring' => ['sometimes'],
-            'frequency_id' => ['required_with:recurring_product_ids'],
-            'auto_bill' => ['sometimes'],
-            'promo_code' => ['sometimes'],
-            'promo_discount' => ['sometimes'],
-            'is_amount_discount' => ['sometimes'],
-            'allow_cancellation' => ['sometimes'],
-            'per_set_enabled' => ['sometimes'],
-            'min_seats_limit' => ['sometimes'],
-            'max_seats_limit' => ['sometimes'],
-            'trial_enabled' => ['sometimes'],
-            'trial_duration' => ['sometimes'],
-            'allow_query_overrides' => ['sometimes'],
-            'allow_plan_changes' => ['sometimes'],
-            'refund_period' => ['sometimes'],
-            'webhook_configuration' => ['array'],
             'name' => ['required', Rule::unique('subscriptions')->where('company_id', auth()->user()->company()->id)],
+            'group_id' => ['bail','sometimes', 'nullable', Rule::exists('group_settings','id')->where('company_id', auth()->user()->company()->id)],
+            'assigned_user_id' => ['bail','sometimes', 'nullable', Rule::exists('users','id')->where('account_id', auth()->user()->account_id)],
+            'product_ids' => 'bail|sometimes|nullable|string',
+            'recurring_product_ids' => 'bail|sometimes|nullable|string',
+            'is_recurring' => 'bail|sometimes|bool',
+            'frequency_id' => 'bail|required_with:recurring_product_ids',
+            'auto_bill' => 'bail|sometimes|nullable|string',
+            'promo_code' => 'bail|sometimes|nullable|string',
+            'promo_discount' => 'bail|sometimes|numeric',
+            'is_amount_discount' => 'bail|sometimes|bool',
+            'allow_cancellation' => 'bail|sometimes|bool',
+            'per_set_enabled' => 'bail|sometimes|bool',
+            'min_seats_limit' => 'bail|sometimes|numeric',
+            'max_seats_limit' => 'bail|sometimes|numeric',
+            'trial_enabled' => 'bail|sometimes|bool',
+            'trial_duration' => 'bail|sometimes|numeric',
+            'allow_query_overrides' => 'bail|sometimes|bool',
+            'allow_plan_changes' => 'bail|sometimes|bool',
+            'refund_period' => 'bail|sometimes|numeric',
+            'webhook_configuration' => 'bail|array',
+            'webhook_configuration.post_purchase_url' => 'bail|sometimes|nullable|string',
+            'webhook_configuration.post_purchase_rest_method' => 'bail|sometimes|nullable|string',
+            'webhook_configuration.post_purchase_headers' => 'bail|sometimes|array',
+            'registration_required' => 'bail|sometimes|bool',
+            'optional_recurring_product_ids' => 'bail|sometimes|nullable|string',
+            'optional_product_ids' => 'bail|sometimes|nullable|string',
+            'use_inventory_management' => 'bail|sometimes|bool'
         ];
 
         return $this->globalRules($rules);

app/Http/Requests/Subscription/UpdateSubscriptionRequest.php

@@ -37,26 +37,34 @@ class UpdateSubscriptionRequest extends Request
     public function rules()
     {
         $rules = [
-            'product_ids' => ['sometimes'],
-            'recurring_product_ids' => ['sometimes'],
-            'assigned_user_id' => ['sometimes'],
-            'is_recurring' => ['sometimes'],
-            'frequency_id' => ['required_with:recurring_product_ids'],
-            'auto_bill' => ['sometimes'],
-            'promo_code' => ['sometimes'],
-            'promo_discount' => ['sometimes'],
-            'is_amount_discount' => ['sometimes'],
-            'allow_cancellation' => ['sometimes'],
-            'per_set_enabled' => ['sometimes'],
-            'min_seats_limit' => ['sometimes'],
-            'max_seats_limit' => ['sometimes'],
-            'trial_enabled' => ['sometimes'],
-            'trial_duration' => ['sometimes'],
-            'allow_query_overrides' => ['sometimes'],
-            'allow_plan_changes' => ['sometimes'],
-            'refund_period' => ['sometimes'],
-            'webhook_configuration' => ['array'],
-            'name' => ['sometimes', Rule::unique('subscriptions')->where('company_id', auth()->user()->company()->id)->ignore($this->subscription->id)],
+            'name' => ['bail','sometimes', Rule::unique('subscriptions')->where('company_id', auth()->user()->company()->id)->ignore($this->subscription->id)],
+            'group_id' => ['bail','sometimes', 'nullable', Rule::exists('group_settings','id')->where('company_id', auth()->user()->company()->id)],
+            'assigned_user_id' => ['bail','sometimes', 'nullable', Rule::exists('users','id')->where('account_id', auth()->user()->account_id)],
+            'product_ids' => 'bail|sometimes|nullable|string',
+            'recurring_product_ids' => 'bail|sometimes|nullable|string',
+            'is_recurring' => 'bail|sometimes|bool',
+            'frequency_id' => 'bail|required_with:recurring_product_ids',
+            'auto_bill' => 'bail|sometimes|nullable|string',
+            'promo_code' => 'bail|sometimes|nullable|string',
+            'promo_discount' => 'bail|sometimes|numeric',
+            'is_amount_discount' => 'bail|sometimes|bool',
+            'allow_cancellation' => 'bail|sometimes|bool',
+            'per_set_enabled' => 'bail|sometimes|bool',
+            'min_seats_limit' => 'bail|sometimes|numeric',
+            'max_seats_limit' => 'bail|sometimes|numeric',
+            'trial_enabled' => 'bail|sometimes|bool',
+            'trial_duration' => 'bail|sometimes|numeric',
+            'allow_query_overrides' => 'bail|sometimes|bool',
+            'allow_plan_changes' => 'bail|sometimes|bool',
+            'refund_period' => 'bail|sometimes|numeric',
+            'webhook_configuration' => 'bail|array',
+            'webhook_configuration.post_purchase_url' => 'bail|sometimes|nullable|string',
+            'webhook_configuration.post_purchase_rest_method' => 'bail|sometimes|nullable|string',
+            'webhook_configuration.post_purchase_headers' => 'bail|sometimes|array',
+            'registration_required' => 'bail|sometimes|bool',
+            'optional_recurring_product_ids' => 'bail|sometimes|nullable|string',
+            'optional_product_ids' => 'bail|sometimes|nullable|string',
+            'use_inventory_management' => 'bail|sometimes|bool',
         ];
 
         return $this->globalRules($rules);

app/Http/Requests/Task/UpdateTaskRequest.php

@@ -15,6 +15,7 @@ use App\Http\Requests\Request;
 use App\Models\Project;
 use App\Utils\Traits\ChecksEntityStatus;
 use App\Utils\Traits\MakesHash;
+use Illuminate\Auth\Access\AuthorizationException;
 use Illuminate\Validation\Rule;
 
 class UpdateTaskRequest extends Request
@@ -29,6 +30,10 @@ class UpdateTaskRequest extends Request
      */
     public function authorize() : bool
     {
+        //prevent locked tasks from updating
+        if($this->task->invoice_lock && $this->task->invoice_id)
+            return false;
+
         return auth()->user()->can('edit', $this->task);
     }
 
@@ -87,4 +92,11 @@ class UpdateTaskRequest extends Request
 
         $this->replace($input);
     }
+
+
+    protected function failedAuthorization()
+    {
+        throw new AuthorizationException(ctrans('texts.task_update_authorization_error'));
+    }
+
 }

app/Http/Requests/Twilio/GenerateSmsRequest.php

@@ -24,7 +24,7 @@ class GenerateSmsRequest extends Request
      */
     public function authorize() : bool
     {
-        return auth()->user()->isAdmin();
+        return auth()->user();
     }
 
 

app/Http/ValidationRules/Company/ValidCompanyQuantity.php

@@ -26,6 +26,7 @@ class ValidCompanyQuantity implements Rule
      */
     public function passes($attribute, $value)
     {
+        
         if (Ninja::isSelfHost()) {
             return auth()->user()->company()->account->companies->count() < 10;
         }

app/Import/Providers/Csv.php

@@ -46,6 +46,7 @@ use App\Repositories\PaymentRepository;
 use App\Repositories\ProductRepository;
 use App\Repositories\QuoteRepository;
 use App\Repositories\VendorRepository;
+use App\Services\Bank\BankMatchingService;
 use App\Utils\Traits\MakesHash;
 use Illuminate\Support\Facades\Validator;
 use Symfony\Component\HttpFoundation\ParameterBag;
@@ -107,6 +108,8 @@ class Csv extends BaseImport implements ImportInterface
         $bank_transaction_count = $this->ingest($data, $entity_type);
         $this->entity_count['bank_transactions'] = $bank_transaction_count;
 
+        BankMatchingService::dispatchSync($this->company->id, $this->company->db);
+
     }
 
     public function client()

app/Jobs/Bank/MatchBankTransactions.php

@@ -196,13 +196,19 @@ class MatchBankTransactions implements ShouldQueue
         $expense->payment_date = Carbon::parse($this->bt->date);
         $expense->transaction_reference = $this->bt->description;
         $expense->transaction_id = $this->bt->id;
-        $expense->vendor_id = array_key_exists('vendor_id', $input) ? $input['vendor_id'] : null;
+
+        if(array_key_exists('vendor_id', $input))
+            $expense->vendor_id = $input['vendor_id'];
+
         $expense->invoice_documents = $this->company->invoice_expense_documents;
         $expense->should_be_invoiced = $this->company->mark_expenses_invoiceable;
         $expense->save();
 
         $this->bt->expense_id = $expense->id;
-        $this->bt->vendor_id = array_key_exists('vendor_id', $input) ? $input['vendor_id'] : null;
+
+        if(array_key_exists('vendor_id', $input))
+            $this->bt->vendor_id = $input['vendor_id'];
+        
         $this->bt->status_id = BankTransaction::STATUS_CONVERTED;
         $this->bt->save();
 
@@ -254,6 +260,9 @@ class MatchBankTransactions implements ShouldQueue
 
         }, 1);
 
+        if(!$this->invoice)
+            return;
+        
         /* Create Payment */
         $payment = PaymentFactory::create($this->invoice->company_id, $this->invoice->user_id);
 

app/Jobs/Util/ReminderJob.php

@@ -50,11 +50,20 @@ class ReminderJob implements ShouldQueue
             $this->processReminders();
         } else {
             //multiDB environment, need to
+            /*
             foreach (MultiDB::$dbs as $db) {
                 MultiDB::setDB($db);
                 nlog("set db {$db}");
                 $this->processReminders();
             }
+            */
+            //24-11-2022 fix for potential memory leak during a long running process, the second reminder may run twice
+            foreach (config('ninja.dbs') as $db) {
+                MultiDB::setDB($db);
+                nlog("set db {$db}");
+                $this->processReminders();
+            }
+
         }
     }
 
@@ -62,6 +71,8 @@ class ReminderJob implements ShouldQueue
     {
         nlog('Sending invoice reminders '.now()->format('Y-m-d h:i:s'));
 
+        set_time_limit(0);
+
         Invoice::query()
              ->where('is_deleted', 0)
              ->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
@@ -77,16 +88,21 @@ class ReminderJob implements ShouldQueue
              })
              ->with('invitations')->cursor()->each(function ($invoice) {
                  if ($invoice->isPayable()) {
+
+                    //Attempts to prevent duplicates from sending
+                    if($invoice->reminder_last_sent && Carbon::parse($invoice->reminder_last_sent)->startOfDay()->eq(now()->startOfDay())){
+                        nlog("caught a duplicate reminder for invoice {$invoice->number}");
+                        return;
+                    }
+
                      $reminder_template = $invoice->calculateTemplate('invoice');
                      nlog("reminder template = {$reminder_template}");
-                         $invoice->service()->touchReminder($reminder_template)->save();
                      $invoice = $this->calcLateFee($invoice, $reminder_template);
-
-                         $invoice->service()->touchPdf();
+                     $invoice->service()->touchReminder($reminder_template)->save();
+                     $invoice->service()->touchPdf(true);
 
                      //20-04-2022 fixes for endless reminders - generic template naming was wrong
                      $enabled_reminder = 'enable_'.$reminder_template;
-
                      if ($reminder_template == 'endless_reminder') {
                          $enabled_reminder = 'enable_reminder_endless';
                      }
@@ -99,7 +115,7 @@ class ReminderJob implements ShouldQueue
                 (Ninja::isSelfHost() || $invoice->company->account->isPaidHostedClient())) {
 
                          $invoice->invitations->each(function ($invitation) use ($invoice, $reminder_template) {
-                                 EmailEntity::dispatchSync($invitation, $invitation->company, $reminder_template);
+                             EmailEntity::dispatch($invitation, $invitation->company, $reminder_template);
                              nlog("Firing reminder email for invoice {$invoice->number} - {$reminder_template}");
                          });
 
@@ -112,6 +128,7 @@ class ReminderJob implements ShouldQueue
                      $invoice->next_send_date = null;
                      $invoice->save();
                  }
+
              });
     }
 
@@ -196,22 +213,17 @@ class ReminderJob implements ShouldQueue
         $invoice->line_items = $invoice_items;
 
         /**Refresh Invoice values*/
-        $invoice->calc()->getInvoice()->save();
-        $invoice->fresh();
-        $invoice->service()->deletePdf();
-
-        /* Refresh the client here to ensure the balance is fresh */
-        $client = $invoice->client;
-        $client = $client->fresh();
+        $invoice = $invoice->calc()->getInvoice();
+        // $invoice->service()->deletePdf(); 24-11-2022 no need to delete here because we regenerate later anyway
 
         nlog('adjusting client balance and invoice balance by #'.$invoice->number.' '.($invoice->balance - $temp_invoice_balance));
-        $client->service()->updateBalance($invoice->balance - $temp_invoice_balance)->save();
+        $invoice->client->service()->updateBalance($invoice->balance - $temp_invoice_balance);
         $invoice->ledger()->updateInvoiceBalance($invoice->balance - $temp_invoice_balance, "Late Fee Adjustment for invoice {$invoice->number}");
 
         $transaction = [
             'invoice' => $invoice->transaction_event(),
             'payment' => [],
-            'client' => $client->transaction_event(),
+            'client' => $invoice->client->transaction_event(),
             'credit' => [],
             'metadata' => ['setLateFee'],
         ];

app/Models/Activity.php

@@ -292,6 +292,14 @@ class Activity extends StaticModel
         return $this->belongsTo(Quote::class)->withTrashed();
     }
 
+    /**
+     * @return mixed
+     */
+    public function subscription()
+    {
+        return $this->belongsTo(Subscription::class)->withTrashed();
+    }
+
     /**
      * @return mixed
      */

app/Models/BankTransaction.php

@@ -11,6 +11,7 @@
 
 namespace App\Models;
 
+use App\Models\BankTransactionRule;
 use App\Models\Filterable;
 use App\Models\Invoice;
 use App\Services\Bank\BankService;

app/Models/BankTransactionRule.php

@@ -0,0 +1,171 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Models;
+
+use App\Models\Filterable;
+use App\Utils\Traits\MakesHash;
+use Illuminate\Database\Eloquent\SoftDeletes;
+
+class BankTransactionRule extends BaseModel
+{
+    use SoftDeletes;
+    use MakesHash;
+    use Filterable;
+    
+    protected $fillable = [
+        'name',
+        'rules',
+        'auto_convert',
+        'matches_on_all',
+        'applies_to',
+        'client_id',
+        'vendor_id',
+        'category_id',
+    ];
+
+    protected $casts = [
+        'rules' => 'array',
+        'updated_at' => 'timestamp',
+        'created_at' => 'timestamp',
+        'deleted_at' => 'timestamp',
+    ];
+
+    protected $dates = [
+    ];
+    
+    protected array $search_keys = [
+        'description' => 'string',
+        'amount' => 'number',
+    ];
+
+    /* Amount */
+    protected array $number_operators = [
+        '=',
+        '>',
+        '>=',
+        '<',
+        '<='
+    ];
+
+    /* Description, Client, Vendor, Reference Number */
+    protected array $string_operators = [
+        'is',
+        'contains',
+        'starts_with',
+        'is_empty',
+    ];
+
+    private array $search_results = [];
+
+    // rule object looks like this:
+    //[
+    // {
+    //     'search_key': 'client_id',
+    //     'operator' : 'is',
+    //     'value' : 'Sparky'
+    // }
+    //]
+
+    // public function processRule(BankTransaction $bank_transaction)
+    // {
+    //     foreach($this->rules as $key => $rule)
+    //     {
+    //         $this->search($rule, $key, $bank_transaction);
+    //     }
+    // }
+
+    // private function search($rule, $key, $bank_transaction)
+    // {
+    //     if($rule->search_key == 'amount')
+    //     {
+    //         //number search
+    //     }
+    //     else {
+    //         //string search
+    //     }
+    // }
+
+    // private function findAmount($amount, $bank_transaction)
+    // {
+    //     if($bank_transaction->base_type == 'CREDIT'){
+    //         //search invoices
+    //     }
+    //     else{
+    //         //search expenses
+    //     }
+
+    // }
+
+    // private function searchClient($rule, $bank_transaction)
+    // {
+    //     if($bank_transaction->base_type == 'CREDIT'){
+    //         //search invoices
+    //     }
+    //     else{
+    //         //search expenses
+    //     }
+
+    // }
+
+    // private function searchVendor($rule, $bank_transaction)
+    // {
+    //     //search expenses
+        
+
+    // }
+
+    // private function searchDescription($rule, $bank_transaction)
+    // {
+    //     //search expenses public notes
+    // }
+
+    // private function searchReference($rule, $bank_transaction)
+    // {
+    //     if($bank_transaction->base_type == 'CREDIT'){
+    //         //search invoices
+    //     }
+    //     else{
+    //         //search expenses
+    //     }
+    // }
+
+    public function getEntityType()
+    {
+        return self::class;
+    }
+
+    public function company()
+    {
+        return $this->belongsTo(Company::class);
+    }
+
+    public function vendor()
+    {
+        return $this->belongsTo(Vendor::class);
+    }
+
+    public function client()
+    {
+        return $this->belongsTo(Client::class);
+    }
+
+    public function user()
+    {
+        return $this->belongsTo(User::class)->withTrashed();
+    }
+
+    public function expense_cateogry()
+    {
+        return $this->belongsTo(ExpenseCategory::class)->withTrashed();
+    }
+
+}

app/Models/Company.php

@@ -13,6 +13,7 @@ namespace App\Models;
 
 use App\DataMapper\CompanySettings;
 use App\Models\BankTransaction;
+use App\Models\BankTransactionRule;
 use App\Models\Language;
 use App\Models\Presenters\CompanyPresenter;
 use App\Models\PurchaseOrder;
@@ -123,6 +124,8 @@ class Company extends BaseModel
         'enabled_expense_tax_rates',
         'invoice_task_project',
         'report_include_deleted',
+        'invoice_task_lock',
+        'use_vendor_currency',
     ];
 
     protected $hidden = [
@@ -188,6 +191,11 @@ class Company extends BaseModel
         return $this->hasMany(BankTransaction::class);
     }
 
+    public function bank_transaction_rules()
+    {
+        return $this->hasMany(BankTransactionRule::class);
+    }
+
     public function getCompanyIdAttribute()
     {
         return $this->encodePrimaryKey($this->id);
@@ -541,6 +549,23 @@ class Company extends BaseModel
         return $this->company_users()->withTrashed()->where('is_owner', true)->first()?->user;
     }
 
+    public function credit_rules()
+    {
+        return BankTransactionRule::query()
+                                  ->where('company_id', $this->id)
+                                  ->where('applies_to', 'CREDIT')
+                                  ->get();
+    }
+
+    public function debit_rules()
+    {
+        return BankTransactionRule::query()
+                          ->where('company_id', $this->id)
+                          ->where('applies_to', 'DEBIT')
+                          ->get();
+    }
+
+
     public function resolveRouteBinding($value, $field = null)
     {
         return $this->where('id', $this->decodePrimaryKey($value))->firstOrFail();

app/Models/PurchaseOrder.php

@@ -79,7 +79,8 @@ class PurchaseOrder extends BaseModel
         'partial',
         'paid_to_date',
         'vendor_id',
-        'last_viewed'
+        'last_viewed',
+        'currency_id',
     ];
 
     protected $casts = [

app/Models/Subscription.php

@@ -54,6 +54,10 @@ class Subscription extends BaseModel
         'price',
         'name',
         'currency_id',
+        'registration_required',
+        'optional_product_ids',
+        'optional_recurring_product_ids',
+        'use_inventory_management',
     ];
 
     protected $casts = [

app/Models/Task.php

@@ -40,6 +40,7 @@ class Task extends BaseModel
         'number',
         'is_date_based',
         'status_order',
+        'invoice_lock'
     ];
 
     protected $touches = [];

app/Models/VendorContact.php

@@ -64,6 +64,7 @@ class VendorContact extends Authenticatable implements HasLocalePreference
         'email',
         'is_primary',
         'vendor_id',
+        'send_email',
     ];
 
     public function avatar()

app/Policies/BankTransactionRulePolicy.php

@@ -0,0 +1,31 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Policies;
+
+use App\Models\User;
+
+/**
+ * Class BankTransactionPolicy.
+ */
+class BankTransactionRulePolicy extends EntityPolicy
+{
+    /**
+     *  Checks if the user has create permissions.
+     *
+     * @param  User $user
+     * @return bool
+     */
+    public function create(User $user) : bool
+    {
+        return $user->isAdmin();
+    }
+}

app/Providers/AuthServiceProvider.php

@@ -15,6 +15,7 @@ use App\Models\Activity;
 use App\Models\Bank;
 use App\Models\BankIntegration;
 use App\Models\BankTransaction;
+use App\Models\BankTransactionRule;
 use App\Models\Client;
 use App\Models\Company;
 use App\Models\CompanyGateway;
@@ -45,6 +46,7 @@ use App\Models\Webhook;
 use App\Policies\ActivityPolicy;
 use App\Policies\BankIntegrationPolicy;
 use App\Policies\BankTransactionPolicy;
+use App\Policies\BankTransactionRulePolicy;
 use App\Policies\ClientPolicy;
 use App\Policies\CompanyGatewayPolicy;
 use App\Policies\CompanyPolicy;
@@ -86,6 +88,7 @@ class AuthServiceProvider extends ServiceProvider
         Activity::class => ActivityPolicy::class,
         BankIntegration::class => BankIntegrationPolicy::class,
         BankTransaction::class => BankTransactionPolicy::class,
+        BankTransactionRule::class => BankTransactionRulePolicy::class,
         Client::class => ClientPolicy::class,
         Company::class => CompanyPolicy::class,
         CompanyToken::class => CompanyTokenPolicy::class,

app/Repositories/BankTransactionRepository.php

@@ -11,6 +11,7 @@
 
 namespace App\Repositories;
 
+use App\Jobs\Bank\MatchBankTransactions;
 use App\Models\BankTransaction;
 use App\Models\Task;
 use App\Models\TaskStatus;
@@ -28,17 +29,25 @@ class BankTransactionRepository extends BaseRepository
             $bank_transaction->bank_integration_id = $data['bank_integration_id'];
 
         $bank_transaction->fill($data);
-
         $bank_transaction->save();
 
-        if($bank_transaction->base_type == 'CREDIT' && $invoice = $bank_transaction->service()->matchInvoiceNumber())
+        $bank_transaction->service()->processRules();
+
+        return $bank_transaction->fresh();
+    }
+
+    public function convert_matched($bank_transactions)
     {
-             $bank_transaction->invoice_ids = $invoice->hashed_id;
-             $bank_transaction->status_id = BankTransaction::STATUS_MATCHED;
-             $bank_transaction->save();   
-        }
 
-        return $bank_transaction;
-    }
+        $data['transactions'] = $bank_transactions->map(function ($bt){
+            return ['id' => $bt->id, 'invoice_ids' => $bt->invoice_ids];
+
+        })->toArray();
+
+        $bts = (new MatchBankTransactions(auth()->user()->company()->id, auth()->user()->company()->db, $data))->handle();
+
+
+    }
+
     
 }

app/Repositories/BankTransactionRuleRepository.php

@@ -0,0 +1,35 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Repositories;
+
+use App\Models\BankTransactionRule;
+use App\Models\Task;
+use App\Models\TaskStatus;
+
+/**
+ * Class for bank transaction rule repository.
+ */
+class BankTransactionRuleRepository extends BaseRepository
+{
+
+    public function save($data, BankTransactionRule $bank_transaction_rule)
+    {
+
+        $bank_transaction_rule->fill($data);
+
+        $bank_transaction_rule->save();
+
+        return $bank_transaction_rule;
+        
+    }
+
+}

app/Services/Bank/BankMatchingService.php

@@ -11,35 +11,35 @@
 
 namespace App\Services\Bank;
 
+use App\Factory\ExpenseCategoryFactory;
+use App\Factory\ExpenseFactory;
 use App\Libraries\MultiDB;
 use App\Models\BankTransaction;
 use App\Models\Company;
+use App\Models\ExpenseCategory;
 use App\Models\Invoice;
+use App\Services\Bank\BankService;
+use App\Utils\Traits\GeneratesCounter;
 use Illuminate\Bus\Queueable;
 use Illuminate\Contracts\Queue\ShouldQueue;
 use Illuminate\Foundation\Bus\Dispatchable;
 use Illuminate\Queue\InteractsWithQueue;
+use Illuminate\Queue\Middleware\WithoutOverlapping;
 use Illuminate\Queue\SerializesModels;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Facades\Cache;
 
 class BankMatchingService implements ShouldQueue
 {
-    use Dispatchable, InteractsWithQueue, Queueable, SerializesModels;
-
-    private $company_id;
+    use Dispatchable, InteractsWithQueue, Queueable, SerializesModels, GeneratesCounter;
 
     private Company $company;
 
-    private $db;
-
     private $invoices;
 
     public $deleteWhenMissingModels = true;
 
-    public function __construct($company_id, $db)
-    {
-        $this->company_id = $company_id;
-        $this->db = $db;
-    }
+    public function __construct(private int $company_id, private string $db){}
 
     public function handle()
     {
@@ -48,15 +48,12 @@ class BankMatchingService implements ShouldQueue
 
         $this->company = Company::find($this->company_id);
 
-        $this->invoices = Invoice::where('company_id', $this->company->id)
-                                ->whereIn('status_id', [1,2,3])
-                                ->where('is_deleted', 0)
-                                ->get();
+        $this->matchTransactions();
+    
 
-        $this->match();
     }
 
-    private function match()
+    private function matchTransactions()
     {
         
         BankTransaction::where('company_id', $this->company->id)
@@ -64,21 +61,14 @@ class BankMatchingService implements ShouldQueue
            ->cursor()
            ->each(function ($bt){
             
-                            $invoice = $this->invoices->first(function ($value, $key) use ($bt){
-
-                                    return str_contains($bt->description, $value->number);
+               (new BankService($bt))->processRules();
 
            });
 
-                            if($invoice)
+    }
+
+    public function middleware()
     {
-                                $bt->invoice_ids = $invoice->hashed_id;
-                                $bt->status_id = BankTransaction::STATUS_MATCHED;
-                                $bt->save();   
+        return [new WithoutOverlapping($this->company_id)];
     }
-
-                       });
-    }
-
-
 }

app/Services/Bank/BankService.php

@@ -13,7 +13,7 @@ namespace App\Services\Bank;
 
 use App\Models\BankTransaction;
 use App\Models\Invoice;
-use App\Services\Bank\ProcessBankRule;
+use App\Services\Bank\ProcessBankRules;
 
 class BankService
 {
@@ -40,11 +40,9 @@ class BankService
 
     }
 
-    public function processRule($rule)
+    public function processRules()
     {
-        (new ProcessBankRule($this->bank_transaction, $rule))->run();
-
-        return $this;
+        (new ProcessBankRules($this->bank_transaction))->run();
     }
 
 }

app/Services/Bank/ProcessBankRule.php

@@ -1,27 +0,0 @@
-<?php
-/**
- * Invoice Ninja (https://invoiceninja.com).
- *
- * @link https://github.com/invoiceninja/invoiceninja source repository
- *
- * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
- *
- * @license https://www.elastic.co/licensing/elastic-license
- */
-
-namespace App\Services\Bank;
-
-use App\Models\BankTransaction;
-use App\Services\AbstractService;
-
-class ProcessBankRule extends AbstractService
-{
-
-    public function __construct(private BankTransaction $bank_transaction, $rule){}
-
-    public function run() : void
-    {
-
-    }
-    
-}

app/Services/Bank/ProcessBankRules.php

@@ -0,0 +1,206 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Services\Bank;
+
+use App\Factory\ExpenseCategoryFactory;
+use App\Factory\ExpenseFactory;
+use App\Models\BankTransaction;
+use App\Models\ExpenseCategory;
+use App\Models\Invoice;
+use App\Services\AbstractService;
+use App\Utils\Traits\GeneratesCounter;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Facades\Cache;
+
+class ProcessBankRules extends AbstractService
+{
+    use GeneratesCounter;
+
+    protected $credit_rules;
+
+    protected $debit_rules;
+
+    protected $categories;
+
+    public function __construct(public BankTransaction $bank_transaction){}
+
+    public function run()
+    {
+        if($this->bank_transaction->base_type == 'DEBIT')
+            $this->matchDebit();
+        else
+            $this->matchCredit();
+    }
+
+    private function matchCredit()
+    {
+
+        $this->credit_rules = $this->bank_transaction->company->credit_rules();
+
+        $this->invoices = Invoice::where('company_id', $this->bank_transaction->company_id)
+                                ->whereIn('status_id', [1,2,3])
+                                ->where('is_deleted', 0)
+                                ->get();
+
+        $invoice = $this->invoices->first(function ($value, $key){
+
+            return str_contains($this->bank_transaction->description, $value->number);
+                
+        });
+
+        if($invoice)
+        {
+            $this->bank_transaction->invoice_ids = $invoice->hashed_id;
+            $this->bank_transaction->status_id = BankTransaction::STATUS_MATCHED;
+            $this->bank_transaction->save();   
+            return;
+        }
+
+        //stub for credit rules
+        foreach($this->credit_rules as $rule)
+        {
+            //   $this->bank_transaction->bank_transaction_rule_id = $bank_transaction_rule->id;
+
+        }
+                       
+    }
+
+    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)
+        {
+            
+            $matches = 0;
+
+            foreach($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 = $expense->id;
+                        $this->bank_transaction->status_id = BankTransaction::STATUS_CONVERTED;
+                        $this->bank_transaction->save();
+
+                        break;
+                        
+                    }
+
+                }
+            }
+
+        }
+
+    }
+
+    private function resolveCategory()
+    {
+        $category = $this->categories->firstWhere('highLevelCategoryId', $this->bank_transaction->category_id);
+
+        $ec = ExpenseCategory::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,
+        };
+
+    }
+
+
+
+
+}

app/Services/Client/ClientService.php

@@ -29,24 +29,30 @@ class ClientService
 
     public function updateBalance(float $amount)
     {
-        // $this->client->balance += $amount;
 
+        try {
             \DB::connection(config('database.default'))->transaction(function () use($amount) {
 
+                nlog("inside transaction - updating balance by {$amount}");
+
                 $this->client = Client::withTrashed()->where('id', $this->client->id)->lockForUpdate()->first();
                 $this->client->balance += $amount;
                 $this->client->save();
 
             }, 2);
+        }
+        catch (\Throwable $throwable) {
+            nlog("DB ERROR " . $throwable->getMessage());
+        }
 
         return $this;
+        
     }
 
     public function updateBalanceAndPaidToDate(float $balance, float $paid_to_date)
     {
-        // $this->client->balance += $amount;
-        // $this->client->paid_to_date += $amount;
 
+        try {
             \DB::connection(config('database.default'))->transaction(function () use($balance, $paid_to_date) {
 
                 $this->client = Client::withTrashed()->where('id', $this->client->id)->lockForUpdate()->first();
@@ -55,6 +61,12 @@ class ClientService
                 $this->client->save();
 
             }, 2);
+        }
+        catch (\Throwable $throwable) {
+            nlog("DB ERROR " . $throwable->getMessage());
+        }
+   
+
 
         return $this;
     }

app/Services/Credit/ApplyPayment.php

@@ -147,7 +147,7 @@ class ApplyPayment
         event(new InvoiceWasUpdated($this->invoice, $this->invoice->company, Ninja::eventVars(auth()->user() ? auth()->user()->id : null)));
 
         if ((int) $this->invoice->balance == 0) {
-            $this->invoice->service()->deletePdf();
+            $this->invoice->service()->touchPdf();
             $this->invoice = $this->invoice->fresh();
             event(new InvoiceWasPaid($this->invoice, $this->payment, $this->payment->company, Ninja::eventVars(auth()->user() ? auth()->user()->id : null)));
         }

app/Services/Invoice/ApplyPayment.php

@@ -103,7 +103,7 @@ class ApplyPayment extends AbstractService
             }
         });
 
-        $this->invoice->service()->applyNumber()->workFlow()->save();
+        $this->invoice->service()->applyNumber()->workFlow()->touchPdf()->save();
 
         $transaction = [
             'invoice' => $this->invoice->transaction_event(),

app/Services/Invoice/ApplyPaymentAmount.php

@@ -83,7 +83,7 @@ class ApplyPaymentAmount extends AbstractService
                 ->updatePaidToDate($payment->amount)
                 ->setCalculatedStatus()
                 ->applyNumber()
-                ->deletePdf()
+                ->touchPdf()
                 ->save();
 
         $this->invoice

app/Services/Invoice/InvoiceService.php

@@ -112,10 +112,12 @@ class InvoiceService
      * @param  Payment $payment        The Payment
      * @param  float   $payment_amount The Payment amount
      * @return InvoiceService          Parent class object
+     * @deprecated 24-11-2022 - cannot find any references to this method anywhere
      */
     public function applyPayment(Payment $payment, float $payment_amount)
     {
-        $this->deletePdf();
+        // $this->deletePdf();
+        $this->invoice = $this->markSent()->save();
 
         $this->invoice = (new ApplyPayment($this->invoice, $payment, $payment_amount))->run();
 
@@ -218,7 +220,6 @@ class InvoiceService
     public function markDeleted()
     {
         $this->removeUnpaidGatewayFees();
-        $this->deletePdf();
 
         $this->invoice = (new MarkInvoiceDeleted($this->invoice))->run();
 
@@ -378,6 +379,7 @@ class InvoiceService
                                      })->toArray();
 
         $this->invoice = $this->invoice->calc()->getInvoice();
+        $this->invoice->service()->touchPdf();
 
         /* 24-03-2022 */
         $new_balance = $this->invoice->balance;

app/Transformers/BankTransactionRuleTransformer.php

@@ -0,0 +1,90 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2022. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Transformers;
+
+use App\Models\Account;
+use App\Models\BankTransaction;
+use App\Models\BankTransactionRule;
+use App\Models\Company;
+use App\Models\Expense;
+use App\Models\Invoice;
+use App\Transformers\VendorTransformer;
+use App\Utils\Traits\MakesHash;
+
+/**
+ * Class BankTransactionRuleTransformer.
+ */
+class BankTransactionRuleTransformer extends EntityTransformer
+{
+    use MakesHash;
+
+    /**
+     * @var array
+     */
+    protected $defaultIncludes = [
+    ];
+
+    /**
+     * @var array
+     */
+    protected $availableIncludes = [
+        'company',
+        'vendor',
+        'client',
+        'expense_category',
+    ];
+
+    /**
+     * @param BankTransaction $bank_integration
+     * @return array
+     */
+    public function transform(BankTransactionRule $bank_transaction_rule)
+    {
+        return [
+            'id' => (string) $this->encodePrimaryKey($bank_transaction_rule->id),
+            'name' => (string) $bank_transaction_rule->name,
+            'rules' => $bank_transaction_rule->rules ?: (array) [],
+            'auto_convert' => (bool) $bank_transaction_rule->auto_convert,
+            'matches_on_all' => (bool) $bank_transaction_rule->matches_on_all,
+            'applies_to' => (string) $bank_transaction_rule->applies_to,
+            'client_id' => $this->encodePrimaryKey($bank_transaction_rule->client_id) ?: '',
+            'vendor_id' => $this->encodePrimaryKey($bank_transaction_rule->vendor_id) ?: '',
+            'category_id' => $this->encodePrimaryKey($bank_transaction_rule->category_id) ?: '',
+            'is_deleted' => (bool) $bank_transaction_rule->is_deleted,
+            'created_at' => (int) $bank_transaction_rule->created_at,
+            'updated_at' => (int) $bank_transaction_rule->updated_at,
+            'archived_at' => (int) $bank_transaction_rule->deleted_at,
+        ];
+    }
+
+    public function includeCompany(BankTransactionRule $bank_transaction_rule)
+    {
+        $transformer = new CompanyTransformer($this->serializer);
+
+        return $this->includeItem($bank_transaction_rule->company, $transformer, Company::class);
+    }
+
+    public function includeClient(BankTransactionRule $bank_transaction_rule)
+    {
+        $transformer = new ClientTransformer($this->serializer);
+
+        return $this->includeItem($bank_transaction_rule->expense, $transformer, Client::class);
+    }
+
+    public function includeVendor(BankTransactionRule $bank_transaction_rule)
+    {
+        $transformer = new VendorTransformer($this->serializer);
+
+        return $this->includeItem($bank_transaction_rule->vendor, $transformer, Vendor::class);
+    }
+
+}

app/Transformers/BankTransactionTransformer.php

@@ -67,6 +67,7 @@ class BankTransactionTransformer extends EntityTransformer
             'invoice_ids' => (string) $bank_transaction->invoice_ids ?: '',
             'expense_id'=> (string) $this->encodePrimaryKey($bank_transaction->expense_id) ?: '',
             'vendor_id'=> (string) $this->encodePrimaryKey($bank_transaction->vendor_id) ?: '',
+            'bank_transaction_rule_id' => (string) $this->encodePrimaryKey($bank_transaction->bank_transaction_rule_id) ?: '',
             'is_deleted' => (bool) $bank_transaction->is_deleted,
             'created_at' => (int) $bank_transaction->created_at,
             'updated_at' => (int) $bank_transaction->updated_at,

app/Transformers/CompanyTransformer.php

@@ -43,6 +43,7 @@ use App\Models\TaxRate;
 use App\Models\User;
 use App\Models\Webhook;
 use App\Transformers\BankIntegrationTransformer;
+use App\Transformers\BankTransactionRuleTransformer;
 use App\Transformers\BankTransactionTransformer;
 use App\Transformers\PurchaseOrderTransformer;
 use App\Transformers\RecurringExpenseTransformer;
@@ -104,6 +105,7 @@ class CompanyTransformer extends EntityTransformer
         'purchase_orders',
         'bank_integrations',
         'bank_transactions',
+        'bank_transaction_rules',
     ];
 
     /**
@@ -186,6 +188,8 @@ class CompanyTransformer extends EntityTransformer
             'enabled_expense_tax_rates' => (int) $company->enabled_expense_tax_rates,
             'invoice_task_project' => (bool) $company->invoice_task_project,
             'report_include_deleted' => (bool) $company->report_include_deleted,
+            'invoice_task_lock' => (bool) $company->invoice_task_lock,
+            'use_vendor_currency' => (bool) $company->use_vendor_currency,
         ];
     }
 
@@ -231,6 +235,14 @@ class CompanyTransformer extends EntityTransformer
         return $this->includeCollection($company->bank_transactions, $transformer, BankTransaction::class);
     }
 
+
+    public function includeBankTransactionRules(Company $company)
+    {
+        $transformer = new BankTransactionRuleTransformer($this->serializer);
+
+        return $this->includeCollection($company->bank_transaction_rules, $transformer, BankTransactionRule::class);
+    }
+
     public function includeBankIntegrations(Company $company)
     {
         $transformer = new BankIntegrationTransformer($this->serializer);

app/Transformers/PurchaseOrderTransformer.php

@@ -132,6 +132,7 @@ class PurchaseOrderTransformer extends EntityTransformer
             'paid_to_date' => (float)$purchase_order->paid_to_date,
             'subscription_id' => $this->encodePrimaryKey($purchase_order->subscription_id),
             'expense_id' => $this->encodePrimaryKey($purchase_order->expense_id),
+            'currency_id' => $purchase_order->currency_id ? (string) $purchase_order->currency_id : '',
         ];
     }
 

app/Transformers/SubscriptionTransformer.php

@@ -68,6 +68,10 @@ class SubscriptionTransformer extends EntityTransformer
             'updated_at' => (int) $subscription->updated_at,
             'archived_at' => (int) $subscription->deleted_at,
             'plan_map' => '', //@deprecated 03/04/2021
+            'use_inventory_management' => (bool) $subscription->use_inventory_management,
+            'optional_recurring_product_ids' =>(string)$subscription->optional_recurring_product_ids,
+            'optional_product_ids' => (string) $subscription->optional_product_ids,
+            'registration_required' => (bool) $subscription->registration_required,
         ];
     }
 }

app/Transformers/TaskTransformer.php

@@ -72,7 +72,6 @@ class TaskTransformer extends EntityTransformer
             'user_id' => (string) $this->encodePrimaryKey($task->user_id),
             'assigned_user_id' => (string) $this->encodePrimaryKey($task->assigned_user_id),
             'number' => (string) $task->number ?: '',
-            // 'start_time' => (int) $task->start_time,
             'description' => (string) $task->description ?: '',
             'duration' => (int) $task->duration ?: 0,
             'rate' => (float) $task->rate ?: 0,
@@ -93,6 +92,7 @@ class TaskTransformer extends EntityTransformer
             'status_sort_order' => (int) $task->status_sort_order, //deprecated 5.0.34
             'is_date_based' => (bool) $task->is_date_based,
             'status_order' => is_null($task->status_order) ? null : (int) $task->status_order,
+            'invoice_lock' => (bool) $task->invoice_lock,
         ];
     }
 }

app/Utils/Traits/Inviteable.php

@@ -68,7 +68,7 @@ trait Inviteable
         );
         $writer = new Writer($renderer);
 
-        $qr = $writer->writeString($this->getPaymentLink());
+        $qr = $writer->writeString($this->getPaymentLink(), 'utf-8');
 
         return "<svg viewBox='0 0 200 200' width='200' height='200' x='0' y='0' xmlns='http://www.w3.org/2000/svg'>
           <rect x='0' y='0' width='100%'' height='100%' />{$qr}</svg>";
@@ -80,7 +80,7 @@ trait Inviteable
         if (Ninja::isHosted()) {
             $domain = $this->company->domain();
         } else {
-            $domain = config('ninja.app_url');
+            $domain = strlen($this->company->portal_domain) > 5 ? $this->company->portal_domain : config('ninja.app_url');
         }
 
         $entity_type = Str::snake(class_basename($this->entityType()));
@@ -95,7 +95,7 @@ trait Inviteable
         if (Ninja::isHosted()) {
             $domain = $this->company->domain();
         } else {
-            $domain = config('ninja.app_url');
+            $domain = strlen($this->company->portal_domain) > 5 ? $this->company->portal_domain : config('ninja.app_url');
         }
 
         switch ($this->company->portal_mode) {
@@ -121,7 +121,7 @@ trait Inviteable
         if (Ninja::isHosted()) {
             $domain = $this->company->domain();
         } else {
-            $domain = config('ninja.app_url');
+            $domain = strlen($this->company->portal_domain) > 5 ? $this->company->portal_domain : config('ninja.app_url');
         }
 
         switch ($this->company->portal_mode) {

config/ninja.php

@@ -211,4 +211,5 @@ return [
         'dev_mode' => env("YODLEE_DEV_MODE", false),
         'config_name' => env("YODLEE_CONFIG_NAME", false),
     ],
+    'dbs' => ['db-ninja-01','db-ninja-02']
 ];

database/factories/BankTransactionRuleFactory.php

@@ -0,0 +1,31 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2021. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace Database\Factories;
+
+use App\Models\Account;
+use Illuminate\Database\Eloquent\Factories\Factory;
+use Illuminate\Support\Str;
+
+class BankTransactionRuleFactory extends Factory
+{
+    /**
+     * Define the model's default state.
+     *
+     * @return array
+     */
+    public function definition()
+    {
+        return [
+            'name' =>$this->faker->name(),
+        ];
+    }
+}

database/migrations/2022_11_13_034143_bank_transaction_rules_table.php

@@ -0,0 +1,52 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     *
+     * @return void
+     */
+    public function up()
+    {
+        
+        Schema::create('bank_transaction_rules', function (Blueprint $table) {
+            $table->id();
+            $table->unsignedInteger('company_id');
+            $table->unsignedInteger('user_id');
+        
+            $table->string('name'); //name of rule
+            $table->mediumText('rules')->nullable(); //array of rule objects
+            $table->boolean('auto_convert')->default(false); //auto convert to match 
+            $table->boolean('matches_on_all')->default(false); //match on all rules or just one
+            $table->string('applies_to')->default('CREDIT'); //CREDIT/DEBIT
+        
+            $table->unsignedInteger('client_id')->nullable();
+            $table->unsignedInteger('vendor_id')->nullable();
+            $table->unsignedInteger('category_id')->nullable();
+
+            $table->boolean('is_deleted')->default(0);
+            $table->timestamps(6);
+            $table->softDeletes('deleted_at', 6);
+
+            $table->foreign('user_id')->references('id')->on('users')->onDelete('cascade')->onUpdate('cascade');
+            $table->foreign('company_id')->references('id')->on('companies')->onDelete('cascade')->onUpdate('cascade');
+        });
+     
+
+    }
+
+    /**
+     * Reverse the migrations.
+     *
+     * @return void
+     */
+    public function down()
+    {
+        //
+    }
+};

database/migrations/2022_11_22_215618_lock_tasks_when_invoiced.php

@@ -0,0 +1,83 @@
+<?php
+
+use App\Models\Currency;
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     *
+     * @return void
+     */
+    public function up()
+    {
+        Schema::table('tasks', function (Blueprint $table)
+        {
+            $table->boolean('invoice_lock')->default(false);
+        });
+
+        Schema::table('companies', function (Blueprint $table)
+        {
+            $table->boolean('invoice_task_lock')->default(false);
+            $table->boolean('use_vendor_currency')->default(false);
+        });
+
+        Schema::table('purchase_orders', function (Blueprint $table)
+        {
+            $table->unsignedInteger('currency_id')->nullable();
+        });
+
+        Schema::table('bank_transactions', function (Blueprint $table)
+        {
+            $table->bigInteger('bank_transaction_rule_id')->nullable();
+        });
+
+        Schema::table('subscriptions', function (Blueprint $table)
+        {
+            $table->boolean('registration_required')->default(false);
+            $table->boolean('use_inventory_management')->default(false);
+            $table->text('optional_product_ids')->nullable();
+            $table->text('optional_recurring_product_ids')->nullable();
+            
+        });
+
+        $currencies = [
+
+            ['id' => 113, 'name' => 'Swazi lilangeni', 'code' => 'SZL', 'symbol' => 'E', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+
+        ];
+
+        foreach ($currencies as $currency) {
+            $record = Currency::whereCode($currency['code'])->first();
+            if ($record) {
+                $record->name = $currency['name'];
+                $record->symbol = $currency['symbol'];
+                $record->precision = $currency['precision'];
+                $record->thousand_separator = $currency['thousand_separator'];
+                $record->decimal_separator = $currency['decimal_separator'];
+                if (isset($currency['swap_currency_symbol'])) {
+                    $record->swap_currency_symbol = $currency['swap_currency_symbol'];
+                }
+                $record->save();
+            } else {
+                Currency::create($currency);
+            }
+        }
+
+        \Illuminate\Support\Facades\Artisan::call('ninja:design-update');
+
+    }
+
+    /**
+     * Reverse the migrations.
+     *
+     * @return void
+     */
+    public function down()
+    {
+        //
+    }
+};

database/seeders/CurrenciesSeeder.php

@@ -127,6 +127,15 @@ class CurrenciesSeeder extends Seeder
             ['id' => 102, 'name' => 'Moldovan Leu', 'code' => 'MDL', 'symbol' => '', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
             ['id' => 103, 'name' => 'Kazakhstani Tenge', 'code' => 'KZT', 'symbol' => '', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
             ['id' => 104, 'name' => 'Ethiopian Birr', 'code' => 'ETB', 'symbol' => '', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+            ['id' => 105, 'name' => 'Gambia Dalasi', 'code' => 'GMD', 'symbol' => 'D', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+            ['id' => 106, 'name' => 'Paraguayan Guarani', 'code' => 'PYG', 'symbol' => '₲', 'precision' => '0', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+            ['id' => 107, 'name' => 'Malawi Kwacha', 'code' => 'MWK', 'symbol' => 'MK', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+            ['id' => 108, 'name' => 'Zimbabwean Dollar', 'code' => 'ZWL', 'symbol' => 'Z$', 'precision' => '0', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+            ['id' => 109, 'name' => 'Cambodian Riel', 'code' => 'KHR', 'symbol' => '៛', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+            ['id' => 110, 'name' => 'Vanuatu Vatu', 'code' => 'VUV', 'symbol' => 'VT', 'precision' => '0', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+            ['id' => 111, 'name' => 'Cuban Peso', 'code' => 'CUP', 'symbol' => '₱', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+            ['id' => 112, 'name' => 'Cayman Island Dollar', 'code' => 'KYD', 'symbol' => '', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
+            ['id' => 113, 'name' => 'Swazi lilangeni', 'code' => 'SZL', 'symbol' => 'E', 'precision' => '2', 'thousand_separator' => ',', 'decimal_separator' => '.'],
         ];
 
         foreach ($currencies as $currency) {

lang/en/texts.php

@@ -4843,6 +4843,11 @@ $LANG = array(
     'refresh_accounts' => 'Refresh Accounts',
     'upgrade_to_connect_bank_account' => 'Upgrade to Enterprise to connect your bank account',
     'click_here_to_connect_bank_account' => 'Click here to connect your bank account',
+    'task_update_authorization_error' => 'Insufficient permissions, or task may be locked',
+    'cash_vs_accrual' => 'Accrual accounting',
+    'cash_vs_accrual_help' => 'Turn on for accrual reporting, turn off for cash basis reporting.',
+    'expense_paid_report' => 'Expensed reporting',
+    'expense_paid_report_help' => 'Turn on for reporting all expenses, turn off for reporting only paid expenses',
 );
 
 return $LANG;

package-lock.json

@@ -5,6 +5,8 @@
     "packages": {
         "": {
             "dependencies": {
+                "@tailwindcss/forms": "^0.3.4",
+                "@tailwindcss/line-clamp": "^0.3.1",
                 "autoprefixer": "^10.3.7",
                 "axios": "^0.25",
                 "card-js": "^1.0.13",
@@ -25,6 +27,7 @@
             "devDependencies": {
                 "@babel/compat-data": "7.15.0",
                 "@babel/plugin-proposal-class-properties": "^7.14.5",
+                "@tailwindcss/aspect-ratio": "^0.4.2",
                 "laravel-mix-purgecss": "^6.0.0",
                 "vue-template-compiler": "^2.6.14"
             }
@@ -1682,6 +1685,34 @@
                 "node": ">= 8"
             }
         },
+        "node_modules/@tailwindcss/aspect-ratio": {
+            "version": "0.4.2",
+            "resolved": "https://registry.npmjs.org/@tailwindcss/aspect-ratio/-/aspect-ratio-0.4.2.tgz",
+            "integrity": "sha512-8QPrypskfBa7QIMuKHg2TA7BqES6vhBrDLOv8Unb6FcFyd3TjKbc6lcmb9UPQHxfl24sXoJ41ux/H7qQQvfaSQ==",
+            "dev": true,
+            "peerDependencies": {
+                "tailwindcss": ">=2.0.0 || >=3.0.0 || >=3.0.0-alpha.1"
+            }
+        },
+        "node_modules/@tailwindcss/forms": {
+            "version": "0.3.4",
+            "resolved": "https://registry.npmjs.org/@tailwindcss/forms/-/forms-0.3.4.tgz",
+            "integrity": "sha512-vlAoBifNJUkagB+PAdW4aHMe4pKmSLroH398UPgIogBFc91D2VlHUxe4pjxQhiJl0Nfw53sHSJSQBSTQBZP3vA==",
+            "dependencies": {
+                "mini-svg-data-uri": "^1.2.3"
+            },
+            "peerDependencies": {
+                "tailwindcss": ">=2.0.0"
+            }
+        },
+        "node_modules/@tailwindcss/line-clamp": {
+            "version": "0.3.1",
+            "resolved": "https://registry.npmjs.org/@tailwindcss/line-clamp/-/line-clamp-0.3.1.tgz",
+            "integrity": "sha512-pNr0T8LAc3TUx/gxCfQZRe9NB2dPEo/cedPHzUGIPxqDMhgjwNm6jYxww4W5l0zAsAddxr+XfZcqttGiFDgrGg==",
+            "peerDependencies": {
+                "tailwindcss": ">=2.0.0 || >=3.0.0 || >=3.0.0-alpha.1"
+            }
+        },
         "node_modules/@trysound/sax": {
             "version": "0.2.0",
             "resolved": "https://registry.npmjs.org/@trysound/sax/-/sax-0.2.0.tgz",
@@ -5742,6 +5773,14 @@
                 "url": "https://opencollective.com/webpack"
             }
         },
+        "node_modules/mini-svg-data-uri": {
+            "version": "1.4.4",
+            "resolved": "https://registry.npmjs.org/mini-svg-data-uri/-/mini-svg-data-uri-1.4.4.tgz",
+            "integrity": "sha512-r9deDe9p5FJUPZAk3A59wGH7Ii9YrjjWw0jmw/liSbHl2CHiyXj6FcDXDu2K3TjVAXqiJdaw3xxwlZZr9E6nHg==",
+            "bin": {
+                "mini-svg-data-uri": "cli.js"
+            }
+        },
         "node_modules/minimalistic-assert": {
             "version": "1.0.1",
             "resolved": "https://registry.npmjs.org/minimalistic-assert/-/minimalistic-assert-1.0.1.tgz",
@@ -10285,6 +10324,27 @@
                 "fastq": "^1.6.0"
             }
         },
+        "@tailwindcss/aspect-ratio": {
+            "version": "0.4.2",
+            "resolved": "https://registry.npmjs.org/@tailwindcss/aspect-ratio/-/aspect-ratio-0.4.2.tgz",
+            "integrity": "sha512-8QPrypskfBa7QIMuKHg2TA7BqES6vhBrDLOv8Unb6FcFyd3TjKbc6lcmb9UPQHxfl24sXoJ41ux/H7qQQvfaSQ==",
+            "dev": true,
+            "requires": {}
+        },
+        "@tailwindcss/forms": {
+            "version": "0.3.4",
+            "resolved": "https://registry.npmjs.org/@tailwindcss/forms/-/forms-0.3.4.tgz",
+            "integrity": "sha512-vlAoBifNJUkagB+PAdW4aHMe4pKmSLroH398UPgIogBFc91D2VlHUxe4pjxQhiJl0Nfw53sHSJSQBSTQBZP3vA==",
+            "requires": {
+                "mini-svg-data-uri": "^1.2.3"
+            }
+        },
+        "@tailwindcss/line-clamp": {
+            "version": "0.3.1",
+            "resolved": "https://registry.npmjs.org/@tailwindcss/line-clamp/-/line-clamp-0.3.1.tgz",
+            "integrity": "sha512-pNr0T8LAc3TUx/gxCfQZRe9NB2dPEo/cedPHzUGIPxqDMhgjwNm6jYxww4W5l0zAsAddxr+XfZcqttGiFDgrGg==",
+            "requires": {}
+        },
         "@trysound/sax": {
             "version": "0.2.0",
             "resolved": "https://registry.npmjs.org/@trysound/sax/-/sax-0.2.0.tgz",
@@ -13399,6 +13459,11 @@
                 }
             }
         },
+        "mini-svg-data-uri": {
+            "version": "1.4.4",
+            "resolved": "https://registry.npmjs.org/mini-svg-data-uri/-/mini-svg-data-uri-1.4.4.tgz",
+            "integrity": "sha512-r9deDe9p5FJUPZAk3A59wGH7Ii9YrjjWw0jmw/liSbHl2CHiyXj6FcDXDu2K3TjVAXqiJdaw3xxwlZZr9E6nHg=="
+        },
         "minimalistic-assert": {
             "version": "1.0.1",
             "resolved": "https://registry.npmjs.org/minimalistic-assert/-/minimalistic-assert-1.0.1.tgz",

package.json

@@ -11,10 +11,13 @@
     "devDependencies": {
         "@babel/compat-data": "7.15.0",
         "@babel/plugin-proposal-class-properties": "^7.14.5",
+        "@tailwindcss/aspect-ratio": "^0.4.2",
         "laravel-mix-purgecss": "^6.0.0",
         "vue-template-compiler": "^2.6.14"
     },
     "dependencies": {
+        "@tailwindcss/line-clamp": "^0.3.1",
+        "@tailwindcss/forms": "^0.3.4",
         "autoprefixer": "^10.3.7",
         "axios": "^0.25",
         "card-js": "^1.0.13",

public/mix-manifest.json

@@ -1,5 +1,5 @@
 {
-    "/js/app.js": "/js/app.js?id=384185bf9d293949134d09b890c81369",
+    "/js/app.js": "/js/app.js?id=19300612c6880925e8043b61e8d49632",
     "/js/clients/payment_methods/authorize-authorize-card.js": "/js/clients/payment_methods/authorize-authorize-card.js?id=9fb77e87fe0f85a367050e08f79ec9df",
     "/js/clients/payments/authorize-credit-card-payment.js": "/js/clients/payments/authorize-credit-card-payment.js?id=803182f668c39d631ca5c55437876da4",
     "/js/clients/payments/forte-credit-card-payment.js": "/js/clients/payments/forte-credit-card-payment.js?id=6e9f466c5504d3753f9b4ffc6f947095",
@@ -15,7 +15,7 @@
     "/js/clients/quotes/action-selectors.js": "/js/clients/quotes/action-selectors.js?id=6fb63bae43d077b5061f4dadfe8dffc8",
     "/js/clients/quotes/approve.js": "/js/clients/quotes/approve.js?id=cdc76607aaf0b47a5a4e554e4177713d",
     "/js/clients/payments/stripe-credit-card.js": "/js/clients/payments/stripe-credit-card.js?id=809de47258a681f0ffebe787dd6a9a93",
-    "/js/setup/setup.js": "/js/setup/setup.js?id=87367cce4927b42a92defdbae7a64711",
+    "/js/setup/setup.js": "/js/setup/setup.js?id=27560b012f166f8b9417ced2188aab70",
     "/js/clients/payments/card-js.min.js": "/js/clients/payments/card-js.min.js?id=8ce33c3deae058ad314fb8357e5be63b",
     "/js/clients/shared/pdf.js": "/js/clients/shared/pdf.js?id=be5307abc990bb44f2f92628103b1d98",
     "/js/clients/shared/multiple-downloads.js": "/js/clients/shared/multiple-downloads.js?id=c2caa29f753ad1f3a12ca45acddacd72",
@@ -42,7 +42,7 @@
     "/js/clients/payments/stripe-przelewy24.js": "/js/clients/payments/stripe-przelewy24.js?id=3d53d2f7d0291d9f92cf7414dd2d351c",
     "/js/clients/payments/stripe-browserpay.js": "/js/clients/payments/stripe-browserpay.js?id=db71055862995fd6ae21becfc587a3de",
     "/js/clients/payments/stripe-fpx.js": "/js/clients/payments/stripe-fpx.js?id=914a6846ad1e5584635e7430fef76875",
-    "/css/app.css": "/css/app.css?id=6bafb560444b3b12f8d1ce59bd7fd703",
+    "/css/app.css": "/css/app.css?id=2c1ff2517e9909ca83760beb295535be",
     "/css/card-js.min.css": "/css/card-js.min.css?id=62afeb675235451543ada60afcedcb7c",
     "/vendor/clipboard.min.js": "/vendor/clipboard.min.js?id=15f52a1ee547f2bdd46e56747332ca2d"
 }

resources/views/billing-portal/purchasev2.blade.php

@@ -0,0 +1,17 @@
+@extends('portal.ninja2020.layout.clean')
+@section('meta_title', ctrans('texts.purchase'))
+
+@section('body')
+    @livewire('billing-portal-purchasev2', ['subscription' => $subscription, 'company' => $subscription->company, 'contact' => auth()->guard('contact')->user(), 'hash' => $hash, 'request_data' => $request_data, 'campaign' => request()->query('campaign') ?? null])
+@stop
+
+@push('footer')
+    <script>
+        function updateGatewayFields(companyGatewayId, paymentMethodId) {
+            document.getElementById('company_gateway_id').value = companyGatewayId;
+            document.getElementById('payment_method_id').value = paymentMethodId;
+        }
+
+        Livewire.on('beforePaymentEventsCompleted', () => document.getElementById('payment-method-form').submit());
+    </script>
+@endpush

resources/views/pdf-designs/bold.html

@@ -321,6 +321,17 @@
         position:  fixed;
     } 
 
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
+
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/pdf-designs/business.html

@@ -306,6 +306,16 @@
         position:  fixed;
     } 
     
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/pdf-designs/calm.html

@@ -293,6 +293,18 @@
         z-index:200 !important;
         position:  fixed;
     } 
+
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
+    
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/pdf-designs/clean.html

@@ -287,6 +287,17 @@
         position:  fixed;
     } 
 
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
+    
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/pdf-designs/creative.html

@@ -258,6 +258,17 @@
         z-index:200 !important;
         position:  fixed;
     } 
+
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/pdf-designs/elegant.html

@@ -263,6 +263,17 @@
         z-index:200 !important;
         position:  fixed;
     } 
+
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    }     
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/pdf-designs/hipster.html

@@ -280,6 +280,17 @@
         z-index:200 !important;
         position:  fixed;
     } 
+
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/pdf-designs/modern.html

@@ -307,6 +307,17 @@
         z-index:200 !important;
         position:  fixed;
     } 
+
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
       /** Useful snippets, uncomment to enable. **/
 
       /** Hide company logo **/

resources/views/pdf-designs/plain.html

@@ -250,6 +250,17 @@
         z-index:200 !important;
         position:  fixed;
     }
+
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/pdf-designs/playful.html

@@ -324,6 +324,17 @@
         position:  fixed;
     } 
 
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
+    
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/pdf-designs/tech.html

@@ -287,6 +287,17 @@
         z-index:200 !important;
         position:  fixed;
     } 
+
+    .project-header {
+        font-size: 1.2em;
+        margin-top: 0.1em;
+        margin-bottom: 0;
+        padding-bottom: 0;
+        margin-left: 0;
+        margin-right: 0;
+        font-weight: bold;
+        color: #505050;
+    } 
     /** Useful snippets, uncomment to enable. **/
 
     /** Hide company logo **/

resources/views/portal/ninja2020/components/livewire/billing-portal-purchasev2.blade.php

@@ -0,0 +1,152 @@
+<style type="text/css">
+    
+</style>
+
+<div class="grid grid-cols-12">
+    <div class="col-span-12 xl:col-span-8 bg-gray-50 flex flex-col max-h-100px items-center h-screen">
+        <div class="w-full p-8 md:max-w-3xl">
+            <img class="object-scale-down" style="max-height: 100px;"src="{{ $subscription->company->present()->logo }}" alt="{{ $subscription->company->present()->name }}">
+
+            <h1 id="billing-page-company-logo" class="text-3xl font-bold tracking-wide mt-6">
+            {{ $subscription->name }}
+            </h1>
+        </div>
+        <div class="w-full p-4 md:max-w-3xl">
+            @if(!empty($subscription->recurring_product_ids))
+                <p
+                    class="mb-4 uppercase leading-4 tracking-wide inline-flex items-center rounded-full text-xs font-medium">
+                    {{ ctrans('texts.recurring_purchases') }}
+                </p>
+              <ul role="list" class="divide-y divide-gray-200 bg-white">
+                @foreach($subscription->service()->recurring_products() as $product)
+                <li>
+                  <a href="#" class="block hover:bg-gray-50">
+                    <div class="px-4 py-4 sm:px-6">
+                      <div class="flex items-center justify-between">
+                        <div class="ml-2 flex flex-shrink-0">
+                          <p class="inline-flex rounded-full bg-green-100 px-2 text-xs font-semibold leading-5 text-green-800"></p>
+                        </div>
+                      </div>
+                      <div class="mt-0 sm:flex sm:justify-between">
+                        <div class="sm:flex">
+                          <p class="text-sm font-medium text-gray-900 mt-0">{!! nl2br($product->notes) !!}</p>
+                        </div>
+                        <div class="mt-2 flex items-center text-sm text-gray-500 sm:mt-0">
+                            <span data-ref="price">{{ \App\Utils\Number::formatMoney($product->price, $subscription->company) }} / {{ App\Models\RecurringInvoice::frequencyForKey($subscription->frequency_id) }}</span>
+                        </div>
+                      </div>
+                    </div>
+                  </a>
+                </li>
+                @endforeach
+            </ul>
+            @endif
+        </div>
+        <div class="w-full p-4 md:max-w-3xl">
+
+            @if(!empty($subscription->product_ids))
+                <p
+                    class="mb-4 uppercase leading-4 tracking-wide inline-flex items-center rounded-full text-xs font-medium">
+                    {{ ctrans('texts.one_time_purchases') }}
+                </p>
+                <ul role="list" class="divide-y divide-gray-200 bg-white">
+                    @foreach($subscription->service()->products() as $product)
+                    <li>
+                      <a href="#" class="block hover:bg-gray-50">
+                        <div class="px-4 py-4 sm:px-6">
+                          <div class="flex items-center justify-between">
+                            <p class="truncate text-sm font-medium text-gray-600"></p>
+                            <div class="ml-2 flex flex-shrink-0">
+                              <p class="inline-flex rounded-full bg-green-100 px-2 text-xs font-semibold leading-5 text-green-800"></p>
+                            </div>
+                          </div>
+                          <div class="mt-2 sm:flex sm:justify-between">
+                            <div class="sm:flex">
+                              <p class="text-sm font-medium text-gray-900 mt-2">{!! nl2br($product->notes) !!}</p>
+                            </div>
+                            <div class="mt-2 flex items-center text-sm text-gray-500 sm:mt-0">
+                                <span data-ref="price">{{ \App\Utils\Number::formatMoney($product->price, $subscription->company) }}</span>
+                            </div>
+                          </div>
+                        </div>
+                      </a>
+                    </li>
+                    @endforeach
+                </ul>
+            @endif
+        </div>
+
+        <div class="relative mt-8">
+            <div class="absolute inset-0 flex items-center">
+                <div class="w-full border-t border-gray-300"></div>
+            </div>
+
+            <div class="relative flex justify-center text-sm leading-5">
+                <h1 class="text-2xl font-bold tracking-wide bg-gray-50 px-6 py-0">Optional products</h1>
+            </div>
+        </div>
+
+        <div class="w-full p-4 md:max-w-3xl">
+            @if(!empty($subscription->recurring_product_ids))
+                @foreach($subscription->service()->recurring_products() as $product)
+                <div class="flex items-center justify-between mb-4 bg-white rounded px-6 py-4 shadow-sm border">
+                    <div class="text-sm">{!! nl2br($product->notes) !!}</div>
+                    <div data-ref="price-and-quantity-container">
+                        <span data-ref="price">{{ \App\Utils\Number::formatMoney($product->price, $subscription->company) }} / {{ App\Models\RecurringInvoice::frequencyForKey($subscription->frequency_id) }}</span>
+                        {{--                                <span data-ref="quantity" class="text-sm">(1x)</span>--}}
+                    </div>
+                </div>
+                @endforeach
+            @endif
+        </div>
+        <div class="w-full p-4 md:max-w-3xl">
+
+            @if(!empty($subscription->product_ids))
+                @foreach($subscription->service()->products() as $product)
+                    <div class="flex items-center justify-between mb-4 bg-white rounded px-6 py-4 shadow-sm border">
+                        <div class="text-sm">{!! nl2br($product->notes) !!}</div>
+                        <div data-ref="price-and-quantity-container">
+                            <span
+                                data-ref="price">{{ \App\Utils\Number::formatMoney($product->price, $subscription->company) }}</span>
+                            {{--                                <span data-ref="quantity" class="text-sm">(1x)</span>--}}
+                        </div>
+                    </div>
+                @endforeach
+            @endif
+        </div>
+    </div>
+
+
+    <div class="col-span-12 xl:col-span-4 bg-blue-500 flex flex-col item-center ">
+        <div class="w-full p-4 md:max-w-3xl">
+            <div id="summary" class="w-1/4 px-8 text-white">
+                <h1 class="font-semibold text-2xl border-b pb-8 text-white">Order Summary</h1>
+                <div class="flex justify-between mt-10 mb-5">
+                  <span class="font-semibold text-sm uppercase">Items 3</span>
+                  <span class="font-semibold text-sm">590$</span>
+                </div>
+                <div>
+                  <label class="font-medium inline-block mb-3 text-sm uppercase">Shipping</label>
+                  <select class="block p-2 text-white w-full text-sm">
+                    <option>Standard shipping - $10.00</option>
+                  </select>
+                </div>
+                <div class="py-10">
+                  <label for="promo" class="font-semibold inline-block mb-3 text-sm uppercase">Promo Code</label>
+                  <input type="text" id="promo" placeholder="Enter your code" class="p-2 text-sm w-full">
+                </div>
+                <button class="bg-white hover:bg-gray-600 px-5 py-2 text-sm text-blue-500 uppercase">Apply</button>
+                <div class="border-t mt-8">
+                  <div class="flex font-semibold justify-between py-6 text-sm uppercase">
+                    <span>Total cost</span>
+                    <span>$600</span>
+                  </div>
+                  <button class="bg-white font-semibold hover:bg-gray-600 py-3 text-sm text-blue-500 uppercase w-full">Checkout</button>
+                </div>
+            </div>
+        </div>
+    </div>
+
+
+</div>
+

routes/api.php

@@ -14,9 +14,10 @@ use App\Http\Controllers\AccountController;
 use App\Http\Controllers\ActivityController;
 use App\Http\Controllers\Auth\ForgotPasswordController;
 use App\Http\Controllers\Auth\LoginController;
-use App\Http\Controllers\Bank\YodleeController;
 use App\Http\Controllers\BankIntegrationController;
 use App\Http\Controllers\BankTransactionController;
+use App\Http\Controllers\BankTransactionRuleController;
+use App\Http\Controllers\Bank\YodleeController;
 use App\Http\Controllers\BaseController;
 use App\Http\Controllers\ChartController;
 use App\Http\Controllers\ClientController;
@@ -119,6 +120,9 @@ Route::group(['middleware' => ['throttle:300,1', 'api_db', 'token_auth', 'locale
     Route::post('bank_transactions/bulk', [BankTransactionController::class, 'bulk'])->name('bank_transactions.bulk');
     Route::post('bank_transactions/match', [BankTransactionController::class, 'match'])->name('bank_transactions.match');
 
+    Route::resource('bank_transaction_rules', BankTransactionRuleController::class); // name = (clients. index / create / show / update / destroy / edit
+    Route::post('bank_transaction_rules/bulk', [BankTransactionRuleController::class, 'bulk'])->name('bank_transaction_rules.bulk');
+
     Route::post('check_subdomain', [SubdomainController::class, 'index'])->name('check_subdomain');
     Route::get('ping', [PingController::class, 'index'])->name('ping');
     Route::get('health_check', [PingController::class, 'health'])->name('health_check');

routes/client.php

@@ -115,6 +115,8 @@ Route::post('payments/process/response', [App\Http\Controllers\ClientPortal\Paym
 Route::get('payments/process/response', [App\Http\Controllers\ClientPortal\PaymentController::class, 'response'])->name('client.payments.response.get')->middleware(['locale', 'domain_db', 'verify_hash']);
 
 Route::get('client/subscriptions/{subscription}/purchase', [App\Http\Controllers\ClientPortal\SubscriptionPurchaseController::class, 'index'])->name('client.subscription.purchase')->middleware('domain_db');
+Route::get('client/subscriptions/{subscription}/purchase/v2', [App\Http\Controllers\ClientPortal\SubscriptionPurchaseController::class, 'upgrade'])->name('client.subscription.upgrade')->middleware('domain_db');
+
 
 Route::group(['middleware' => ['invite_db'], 'prefix' => 'client', 'as' => 'client.'], function () {
     /*Invitation catches*/

tailwind.config.js

@@ -17,5 +17,9 @@ module.exports = {
         }
     },
     variants: {},
-    plugins: []
+    plugins: [
+        require('@tailwindcss/line-clamp'),
+        require('@tailwindcss/forms')
+    ]
+
 };

tests/Feature/Bank/BankTransactionRuleTest.php

@@ -0,0 +1,766 @@
+<?php
+
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2021. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace Tests\Feature\Bank;
+
+use App\Factory\BankIntegrationFactory;
+use App\Factory\BankTransactionFactory;
+use App\Models\BankIntegration;
+use App\Models\BankTransaction;
+use App\Models\BankTransactionRule;
+use App\Models\Invoice;
+use Illuminate\Foundation\Testing\DatabaseTransactions;
+use Illuminate\Validation\ValidationException;
+use Tests\MockAccountData;
+use Tests\TestCase;
+
+class BankTransactionRuleTest extends TestCase
+{
+
+    use DatabaseTransactions;
+    use MockAccountData;
+
+    protected function setUp() :void
+    {
+        parent::setUp();
+
+        $this->makeTestData();
+
+        $this->withoutMiddleware(
+            ThrottleRequests::class
+        );
+
+        $this->withoutExceptionHandling();
+    }
+
+    public function testValidationContainsRule()
+    {
+        //[{"search_key":"description","operator":"contains","value":"hello"}]
+
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'category_id' =>$this->expense_category->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'contains',
+                    'value' => 'hello',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => 'HellO ThErE CowBoY',
+            'base_type' => 'DEBIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNotNull($bt->expense_id);
+        $this->assertNotNull($bt->expense->category_id);
+        $this->assertNotNull($bt->expense->vendor_id);
+        
+
+    }
+
+
+    public function testUpdateValidationRules()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'amount',
+                    'operator' => '<=',
+                    'value' => 100,
+                ]
+            ]
+        ]);
+
+
+        $data = [
+            "applies_to" => "DEBIT", 
+            "archived_at" => 0, 
+            "auto_convert" => False, 
+            "category_id" => $this->expense_category->hashed_id, 
+            "is_deleted" => False, 
+            "isChanged" => True, 
+            "matches_on_all" => True, 
+            "name" => "TEST 22", 
+            "updated_at" => 1669060432, 
+            "vendor_id" => $this->vendor->hashed_id
+            ];
+
+        $response = null;
+
+
+        try {
+            $response = $this->withHeaders([
+                'X-API-SECRET' => config('ninja.api_secret'),
+                'X-API-TOKEN' => $this->token,
+            ])->putJson('/api/v1/bank_transaction_rules/'. $br->hashed_id, $data);
+
+        } catch (ValidationException $e) {
+            $message = json_decode($e->validator->getMessageBag(), 1);
+            nlog($message);
+        }
+
+        if($response){
+            $arr = $response->json();
+
+            $response->assertStatus(200);      
+        }
+
+    }
+
+    public function testMatchingBankTransactionExpenseAmountLessThanEqualTo()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'amount',
+                    'operator' => '<=',
+                    'value' => 100,
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => '',
+            'base_type' => 'DEBIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNotNull($bt->expense_id);
+    }
+
+
+    public function testMatchingBankTransactionExpenseAmountLessThan()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'amount',
+                    'operator' => '<',
+                    'value' => 100,
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => '',
+            'base_type' => 'DEBIT',
+            'amount' => 99
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNotNull($bt->expense_id);
+    }
+
+    public function testMatchingBankTransactionExpenseAmountGreaterThan()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'amount',
+                    'operator' => '>',
+                    'value' => 100,
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => '',
+            'base_type' => 'DEBIT',
+            'amount' => 101
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNotNull($bt->expense_id);
+    }
+
+
+    public function testMatchingBankTransactionExpenseAmountMiss()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'amount',
+                    'operator' => '=',
+                    'value' => 100,
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => '',
+            'base_type' => 'DEBIT',
+            'amount' => 101
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNull($bt->expense_id);
+    }
+
+    public function testMatchingBankTransactionExpenseAmount()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'amount',
+                    'operator' => '=',
+                    'value' => 100,
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => '',
+            'base_type' => 'DEBIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNotNull($bt->expense_id);
+    }
+
+
+    public function testMatchingBankTransactionExpenseIsEmpty()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'is_empty',
+                    'value' => '',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => '',
+            'base_type' => 'DEBIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNotNull($bt->expense_id);
+    }
+
+    public function testMatchingBankTransactionExpenseIsEmptyMiss()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'is_empty',
+                    'value' => '',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => 'asdadsa',
+            'base_type' => 'DEBIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNull($bt->expense_id);
+    }
+
+
+    public function testMatchingBankTransactionExpenseStartsWithMiss()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'starts_with',
+                    'value' => 'chesst',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => 'ChESSSty coughs are terrible',
+            'base_type' => 'DEBIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNull($bt->expense_id);
+    }
+
+
+
+    public function testMatchingBankTransactionExpenseStartsWith()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'starts_with',
+                    'value' => 'chess',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => 'ChESSSty coughs are terrible',
+            'base_type' => 'DEBIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNotNull($bt->expense_id);
+    }
+
+
+  public function testMatchingBankTransactionExpenseContainsMiss()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'contains',
+                    'value' => 'asdddfd',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => 'Something asd bizarre',
+            'base_type' => 'DEBIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNull($bt->expense_id);
+    }
+
+
+    public function testMatchingBankTransactionExpenseContains()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'contains',
+                    'value' => 'asd',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => 'Something asd bizarre',
+            'base_type' => 'DEBIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNotNull($bt->expense_id);
+    }
+
+    public function testMatchingBankTransactionExpenseMiss()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'is',
+                    'value' => 'wallaby',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => 'Wall',
+            'base_type' => 'DEBIT',
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNull($bt->expense_id);
+    }
+
+    public function testMatchingBankTransactionExpense()
+    {
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'DEBIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'is',
+                    'value' => 'wallaby',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => 'WallABy',
+            'base_type' => 'DEBIT',
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertNotNull($bt->expense_id);
+    }
+
+
+    public function testMatchingBankTransactionInvoice()
+    {
+
+        $this->invoice->number = "MUHMUH";
+        $this->invoice->save();
+
+        $br = BankTransactionRule::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'matches_on_all' => false,
+            'auto_convert' => true,
+            'applies_to' => 'CREDIT',
+            'client_id' => $this->client->id,
+            'vendor_id' => $this->vendor->id,
+            'rules' => [
+                [
+                    'search_key' => 'description',
+                    'operator' => 'is',
+                    'value' => 'MUHMUH',
+                ]
+            ]
+        ]);
+
+        $bi = BankIntegration::factory()->create([
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'account_id' => $this->account->id,
+        ]);
+
+        $bt = BankTransaction::factory()->create([
+            'bank_integration_id' => $bi->id,
+            'company_id' => $this->company->id,
+            'user_id' => $this->user->id,
+            'description' => 'MUHMUH',
+            'base_type' => 'CREDIT',
+            'amount' => 100
+        ]);
+    
+
+        $bt->service()->processRules();
+
+        $bt = $bt->fresh();
+
+        $this->assertEquals(BankTransaction::STATUS_MATCHED, $bt->status_id);
+    }
+
+
+
+}

tests/Feature/BankTransactionRuleApiTest.php

@@ -0,0 +1,230 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2021. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace Tests\Feature;
+
+use App\Utils\Traits\MakesHash;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Foundation\Testing\DatabaseTransactions;
+use Illuminate\Support\Facades\Session;
+use Illuminate\Validation\ValidationException;
+use Tests\MockAccountData;
+use Tests\TestCase;
+
+/**
+ * @test
+ * @covers App\Http\Controllers\BankTransactionRuleController
+ */
+class BankTransactionRuleApiTest extends TestCase
+{
+    use MakesHash;
+    use DatabaseTransactions;
+    use MockAccountData;
+
+    protected function setUp() :void
+    {
+        parent::setUp();
+
+        $this->makeTestData();
+
+        Session::start();
+
+        $this->faker = \Faker\Factory::create();
+
+        Model::reguard();
+    }
+
+/*
+$rules = [
+    'name' => 'bail|required|string',
+    'rules' => 'bail|array',
+    'auto_convert' => 'bail|sometimes|bool',
+    'matches_on_all' => 'bail|sometimes|bool',
+    'applies_to' => 'bail|sometimes|bool',
+];
+
+if(isset($this->category_id)) 
+    $rules['category_id'] = 'bail|sometimes|exists:expense_categories,id,'.auth()->user()->company()->id.',is_deleted,0';
+
+if(isset($this->vendor_id))
+    $rules['vendor_id'] = 'bail|sometimes|exists:vendors,id,company_id,'.auth()->user()->company()->id.',is_deleted,0';
+
+if(isset($this->client_id))
+    $rules['client_id'] = 'bail|sometimes|exists:clients,id,company_id,'.auth()->user()->company()->id.',is_deleted,0';
+*/
+    public function testBankRuleCategoryIdValidation()
+    {
+        $data = [
+           'name' => 'The First Rule',
+           'rules' => [
+            [
+                "operator" => "contains", 
+                "search_key" => "description", 
+                "value" => "mobile"
+            ],
+           ],
+           'assigned_user_id' => null,
+           'auto_convert' => false,
+           'matches_on_all' => true,
+           'applies_to' => 'DEBIT',
+           'category_id' => $this->expense_category->hashed_id,
+           'vendor_id' => $this->vendor->hashed_id
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->postJson('/api/v1/bank_transaction_rules/', $data);
+
+        $arr = $response->json();
+
+        $response->assertStatus(200);
+
+        $this->assertEquals('DEBIT', $arr['data']['applies_to']);
+
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->putJson('/api/v1/bank_transaction_rules/'. $arr['data']['id'], $data);
+
+        $arr = $response->json();
+
+        $response->assertStatus(200);
+
+        $this->assertEquals('DEBIT', $arr['data']['applies_to']);
+    }
+
+    public function testBankRulePost()
+    {
+
+        $data = [
+           'name' => 'The First Rule',
+           'rules' => [],
+           'auto_convert' => false,
+           'matches_on_all' => false,
+           'applies_to' => 'CREDIT',
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->postJson('/api/v1/bank_transaction_rules/', $data);
+
+        $arr = $response->json();
+
+        $response->assertStatus(200);
+
+        $this->assertEquals('The First Rule', $arr['data']['name']);
+
+    }
+
+    public function testBankRulePut()
+    {
+
+        $data = [
+           'name' => 'The First Rule',
+           'rules' => [],
+           'auto_convert' => false,
+           'matches_on_all' => false,
+           'applies_to' => 'CREDIT',
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->postJson('/api/v1/bank_transaction_rules/', $data);
+
+        $arr = $response->json();
+
+        $response->assertStatus(200);
+
+        $this->assertEquals('The First Rule', $arr['data']['name']);
+
+        $data = [
+           'name' => 'A New Name For The First Rule',
+           'rules' => [],
+           'auto_convert' => false,
+           'matches_on_all' => false,
+           'applies_to' => 'CREDIT',
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->putJson('/api/v1/bank_transaction_rules/'. $arr['data']['id'], $data);
+
+        $arr = $response->json();
+
+        $response->assertStatus(200);
+
+        $this->assertEquals('A New Name For The First Rule', $arr['data']['name']);
+
+    }
+
+    public function testBankTransactionRuleGet()
+    {
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->get('/api/v1/bank_transaction_rules/'.$this->encodePrimaryKey($this->bank_transaction_rule->id));
+
+        $response->assertStatus(200);
+    }
+
+    public function testBankTransactionRuleArchived()
+    {
+        $data = [
+            'ids' => [$this->encodePrimaryKey($this->bank_transaction_rule->id)],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->post('/api/v1/bank_transaction_rules/bulk?action=archive', $data);
+
+        $arr = $response->json();
+
+        $this->assertNotNull($arr['data'][0]['archived_at']);
+    }
+
+    public function testBankTransactionRuleRestored()
+    {
+        $data = [
+            'ids' => [$this->encodePrimaryKey($this->bank_transaction_rule->id)],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->post('/api/v1/bank_transaction_rules/bulk?action=restore', $data);
+
+        $arr = $response->json();
+
+        $this->assertEquals(0, $arr['data'][0]['archived_at']);
+    }
+
+    public function testBankTransactionRuleDeleted()
+    {
+        $data = [
+            'ids' => [$this->encodePrimaryKey($this->bank_transaction_rule->id)],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->post('/api/v1/bank_transaction_rules/bulk?action=delete', $data);
+
+        $arr = $response->json();
+
+        $this->assertTrue($arr['data'][0]['is_deleted']);
+    }
+}

tests/Feature/SubscriptionApiTest.php

@@ -83,7 +83,7 @@ class SubscriptionApiTest extends TestCase
         $response = $this->withHeaders([
             'X-API-SECRET' => config('ninja.api_secret'),
             'X-API-TOKEN' => $this->token,
-        ])->post('/api/v1/subscriptions', ['product_ids' => $product->id, 'allow_cancellation' => true, 'name' => Str::random(5)]);
+        ])->post('/api/v1/subscriptions', ['product_ids' => $product->hashed_id, 'allow_cancellation' => true, 'name' => Str::random(5)]);
 
         // nlog($response);
         $response->assertStatus(200);
@@ -98,7 +98,7 @@ class SubscriptionApiTest extends TestCase
 
         $response1 = $this
             ->withHeaders(['X-API-SECRET' => config('ninja.api_secret'), 'X-API-TOKEN' => $this->token])
-            ->post('/api/v1/subscriptions', ['product_ids' => $product->id, 'name' => Str::random(5)])
+            ->post('/api/v1/subscriptions', ['product_ids' => $product->hashed_id, 'name' => Str::random(5)])
             ->assertStatus(200)
             ->json();
 

tests/Feature/TaskApiTest.php

@@ -11,6 +11,7 @@
 
 namespace Tests\Feature;
 
+use App\Models\Task;
 use App\Utils\Traits\MakesHash;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Foundation\Testing\DatabaseTransactions;
@@ -42,6 +43,90 @@ class TaskApiTest extends TestCase
         Model::reguard();
     }
 
+
+    public function testTaskLockingGate()
+    {
+        $data = [
+            'timelog' => [[1,2],[3,4]],
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->post('/api/v1/tasks', $data);
+
+        $arr = $response->json();
+        $response->assertStatus(200);
+        
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->putJson('/api/v1/tasks/' . $arr['data']['id'], $data);
+
+        $arr = $response->json();
+
+        $response->assertStatus(200);
+
+        $task = Task::find($this->decodePrimaryKey($arr['data']['id']));
+        $task->invoice_id = $this->invoice->id;
+        $task->save();
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->putJson('/api/v1/tasks/' . $arr['data']['id'], $data);
+
+        $arr = $response->json();
+
+        $response->assertStatus(200);
+
+        $task = Task::find($this->decodePrimaryKey($arr['data']['id']));
+        $task->invoice_lock =true;
+        $task->invoice_id = $this->invoice->id;
+        $task->save();
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->putJson('/api/v1/tasks/' . $arr['data']['id'], $data);
+
+        $arr = $response->json();
+
+        $response->assertStatus(401);
+
+    }
+
+
+    public function testTaskLocking()
+    {
+        $data = [
+            'timelog' => [[1,2],[3,4]],
+            'invoice_lock' => true
+        ];
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->post('/api/v1/tasks', $data);
+
+        $arr = $response->json();
+        $response->assertStatus(200);
+        
+
+        $response = $this->withHeaders([
+            'X-API-SECRET' => config('ninja.api_secret'),
+            'X-API-TOKEN' => $this->token,
+        ])->putJson('/api/v1/tasks/' . $arr['data']['id'], $data);
+
+        $arr = $response->json();
+
+        $response->assertStatus(200);
+
+    }
+
+
+
+
     public function testTimeLogValidation()
     {
         $data = [
@@ -75,9 +160,10 @@ class TaskApiTest extends TestCase
         $arr = $response->json();
         $response->assertStatus(200);
         
-
     }
 
+
+
     public function testTimeLogValidation2()
     {
         $data = [

tests/MockAccountData.php

@@ -26,6 +26,7 @@ use App\Jobs\Company\CreateCompanyTaskStatuses;
 use App\Models\Account;
 use App\Models\BankIntegration;
 use App\Models\BankTransaction;
+use App\Models\BankTransactionRule;
 use App\Models\Client;
 use App\Models\ClientContact;
 use App\Models\Company;
@@ -153,6 +154,11 @@ trait MockAccountData
      */
     public $bank_transaction;
     
+    /**
+     * @var
+     */
+    public $bank_transaction_rule;
+
     /**
      * @var
      */
@@ -572,6 +578,11 @@ trait MockAccountData
             'bank_integration_id' => $this->bank_integration->id,
         ]);
 
+        $this->bank_transaction_rule = BankTransactionRule::factory()->create([
+            'user_id' => $user_id,
+            'company_id' => $this->company->id,
+        ]);
+
         $invitations = CreditInvitation::whereCompanyId($this->credit->company_id)
                                         ->whereCreditId($this->credit->id);