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Fix recurring transactions create

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- If there's a lot of accounts to calculate balances for, then recurring transactions create page
  doesn't load. Partly because it has to calculate a lot of balances, but partly because the cache
  isn't being used at all because date is `new Date` rather than say, end of month.

Fix: Change Steam balance calculator to always default cache using end of month. Since cache is
'invalidated' upon any edit, there's no reason to use current datetime anywhere its not explicitly
required by user flow.
Fix: Don't calculate balances for revenue / expense accounts since those are unbounded.

Issue: #3597
This commit is contained in:
Aniruddha Maru
2020-07-25 14:45:40 -07:00
parent 4b16d7c53d
commit 9d409a7412
3 changed files with 76 additions and 166 deletions
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216
app/Support/Form/AccountForm.php
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@@ -26,6 +26,8 @@ namespace FireflyIII\Support\Form;
use FireflyIII\Models\Account;
use FireflyIII\Models\AccountType;
use FireflyIII\Repositories\Account\AccountRepositoryInterface;
use Illuminate\Support\Collection;
use Log;
use Throwable;
@@ -41,6 +43,46 @@ class AccountForm
{
use FormSupport;
private function getAccountsGrouped(array $types, AccountRepositoryInterface $repository = null): array
{
if (null === $repository) {
$repository = $this->getAccountRepository();
}
$accountList = $repository->getActiveAccountsByType($types);
$liabilityTypes = [AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN,];
$balanceTypes = [AccountType::ASSET, AccountType::DEFAULT, AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN,];
$defaultCurrency = app('amount')->getDefaultCurrency();
$grouped = [];
/** @var Account $account */
foreach ($accountList as $account) {
$accountWithBalance = $account->name;
if (in_array($account->accountType->type, $balanceTypes, true)) {
$balance = app('steam')->balance($account);
$currency = $repository->getAccountCurrency($account) ?? $defaultCurrency;
$formatted = app('amount')->formatAnything($currency, $balance, false);
$accountWithBalance = sprintf('%s (%s)', $account->name, $formatted);
}
$role = (string)$repository->getMetaValue($account, 'account_role');
if (in_array($account->accountType->type, $liabilityTypes, true)) {
$role = sprintf('l_%s', $account->accountType->type);
} elseif ('' === $role) {
if (AccountType::EXPENSE === $account->accountType->type) {
$role = 'expense_account';
} elseif (AccountType::REVENUE === $account->accountType->type) {
$role = 'revenue_account';
} else {
$role = 'no_account_type';
}
}
$key = (string)trans(sprintf('firefly.opt_group_%s', $role));
$grouped[$key][$account->id] = $accountWithBalance;
}
return $grouped;
}
/**
* Shows a <select> with all active asset accounts.
*
@@ -52,22 +94,8 @@ class AccountForm
*/
public function activeAssetAccountList(string $name, $value = null, array $options = null): string
{
$repository = $this->getAccountRepository();
$accountList = $repository->getActiveAccountsByType([AccountType::ASSET, AccountType::DEFAULT]);
$defaultCurrency = app('amount')->getDefaultCurrency();
$grouped = [];
$date = $this->getDate();
/** @var Account $account */
foreach ($accountList as $account) {
$balance = app('steam')->balance($account, $date);
$role = $repository->getMetaValue($account, 'account_role');
$currency = $repository->getAccountCurrency($account) ?? $defaultCurrency;
$role = '' === $role ? 'no_account_type' : $role;
$key = (string)trans(sprintf('firefly.opt_group_%s', $role));
$formatted = app('amount')->formatAnything($currency, $balance, false);
$grouped[$key][$account->id] = sprintf('%s (%s)', $account->name, $formatted);
}
$types = [AccountType::ASSET, AccountType::DEFAULT];
$grouped = $this->getAccountsGrouped($types);
return $this->select($name, $grouped, $value, $options);
}
@@ -84,33 +112,8 @@ class AccountForm
*/
public function activeLongAccountList(string $name, $value = null, array $options = null): string
{
$types = [AccountType::ASSET, AccountType::DEFAULT, AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN,];
$liabilityTypes = [AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN];
$repository = $this->getAccountRepository();
$accountList = $repository->getActiveAccountsByType($types);
$defaultCurrency = app('amount')->getDefaultCurrency();
$grouped = [];
$date = $this->getDate();
/** @var Account $account */
foreach ($accountList as $account) {
$balance = app('steam')->balance($account, $date);
$currency = $repository->getAccountCurrency($account) ?? $defaultCurrency;
$role = $repository->getMetaValue($account, 'account_role');
if ('' === $role && !in_array($account->accountType->type, $liabilityTypes, true)) {
$role = 'no_account_type';
}
if (in_array($account->accountType->type, $liabilityTypes, true)) {
$role = sprintf('l_%s', $account->accountType->type);
}
$key = (string)trans(sprintf('firefly.opt_group_%s', $role));
$formatted = app('amount')->formatAnything($currency, $balance, false);
$grouped[$key][$account->id] = sprintf('%s (%s)', $account->name, $formatted);
}
$types = [AccountType::ASSET, AccountType::DEFAULT, AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN,];
$grouped = $this->getAccountsGrouped($types);
return $this->select($name, $grouped, $value, $options);
}
@@ -126,40 +129,14 @@ class AccountForm
*/
public function activeWithdrawalDestinations(string $name, $value = null, array $options = null): string
{
$types = [AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN, AccountType::EXPENSE,];
$liabilityTypes = [AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN];
$repository = $this->getAccountRepository();
$accountList = $repository->getActiveAccountsByType($types);
$defaultCurrency = app('amount')->getDefaultCurrency();
$grouped = [];
$date = $this->getDate();
$types = [AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN, AccountType::EXPENSE,];
$repository = $this->getAccountRepository();
$grouped = $this->getAccountsGrouped($types, $repository);
$cash = $repository->getCashAccount();
$key = (string)trans('firefly.cash_account_type');
$grouped[$key][$cash->id] = sprintf('(%s)', (string)trans('firefly.cash'));
// group accounts:
/** @var Account $account */
foreach ($accountList as $account) {
$balance = app('steam')->balance($account, $date);
$currency = $repository->getAccountCurrency($account) ?? $defaultCurrency;
$role = (string)$repository->getMetaValue($account, 'account_role');
if ('' === $role && !in_array($account->accountType->type, $liabilityTypes, true)) {
$role = 'no_account_type';
}
if ('no_account_type' === $role && AccountType::EXPENSE === $account->accountType->type) {
$role = 'expense_account';
}
if (in_array($account->accountType->type, $liabilityTypes, true)) {
$role = sprintf('l_%s', $account->accountType->type);
}
$key = (string)trans('firefly.opt_group_' . $role);
$formatted = app('amount')->formatAnything($currency, $balance, false);
$grouped[$key][$account->id] = sprintf('%s (%s)', $account->name, $formatted);
}
return $this->select($name, $grouped, $value, $options);
}
@@ -174,37 +151,14 @@ class AccountForm
*/
public function activeDepositDestinations(string $name, $value = null, array $options = null): string
{
$types = [AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN, AccountType::REVENUE,];
$liabilityTypes = [AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN];
$repository = $this->getAccountRepository();
$accountList = $repository->getActiveAccountsByType($types);
$defaultCurrency = app('amount')->getDefaultCurrency();
$grouped = [];
$date = $this->getDate();
$types = [AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN, AccountType::REVENUE,];
$repository = $this->getAccountRepository();
$grouped = $this->getAccountsGrouped($types, $repository);
$cash = $repository->getCashAccount();
$key = (string)trans('firefly.cash_account_type');
$grouped[$key][$cash->id] = sprintf('(%s)', (string)trans('firefly.cash'));
// group accounts:
/** @var Account $account */
foreach ($accountList as $account) {
$balance = app('steam')->balance($account, $date);
$currency = $repository->getAccountCurrency($account) ?? $defaultCurrency;
$role = (string)$repository->getMetaValue($account, 'account_role');
if ('' === $role && !in_array($account->accountType->type, $liabilityTypes, true)) {
$role = 'no_account_type';
}
if ('no_account_type' === $role && AccountType::REVENUE === $account->accountType->type) {
$role = 'revenue_account';
}
if (in_array($account->accountType->type, $liabilityTypes, true)) {
$role = sprintf('l_%s', $account->accountType->type); // @codeCoverageIgnore
}
$key = (string)trans(sprintf('firefly.opt_group_%s', $role));
$formatted = app('amount')->formatAnything($currency, $balance, false);
$grouped[$key][$account->id] = sprintf('%s (%s)', $account->name, $formatted);
}
return $this->select($name, $grouped, $value, $options);
}
@@ -227,24 +181,8 @@ class AccountForm
$selected = request()->old($name) ?? [];
// get all asset accounts:
$repository = $this->getAccountRepository();
$types = [AccountType::ASSET, AccountType::DEFAULT, AccountType::LOAN, AccountType::MORTGAGE, AccountType::DEBT];
$assetAccounts = $repository->getAccountsByType($types);
$grouped = [];
// group accounts:
/** @var Account $account */
foreach ($assetAccounts as $account) {
$role = $repository->getMetaValue($account, 'account_role');
if (null === $role && in_array($account->accountType->type, [AccountType::LOAN, AccountType::MORTGAGE, AccountType::DEBT], true)) {
$role = sprintf('l_%s', $account->accountType->type);
}
if (null === $role && !in_array($account->accountType->type, [AccountType::LOAN, AccountType::MORTGAGE, AccountType::DEBT], true)) {
$role = 'no_account_type';
}
$key = (string)trans(sprintf('firefly.opt_group_%s', $role));
$grouped[$key][$account->id] = $account->name;
}
$grouped = $this->getAccountsGrouped($types);
unset($options['class']);
try {
@@ -268,26 +206,8 @@ class AccountForm
*/
public function assetAccountList(string $name, $value = null, array $options = null): string
{
$repository = $this->getAccountRepository();
$types = [AccountType::ASSET, AccountType::DEFAULT];
$accountList = $repository->getAccountsByType($types);
$defaultCurrency = app('amount')->getDefaultCurrency();
$grouped = [];
$date = $this->getDate();
/** @var Account $account */
foreach ($accountList as $account) {
$balance = app('steam')->balance($account, $date);
$currency = $repository->getAccountCurrency($account) ?? $defaultCurrency;
$role = (string)$repository->getMetaValue($account, 'account_role');
if ('' === $role) {
$role = 'no_account_type';
}
$key = (string)trans(sprintf('firefly.opt_group_%s', $role));
$formatted = app('amount')->formatAnything($currency, $balance, false);
$grouped[$key][$account->id] = sprintf('%s (%s)', $account->name, $formatted);
}
$types = [AccountType::ASSET, AccountType::DEFAULT];
$grouped = $this->getAccountsGrouped($types);
return $this->select($name, $grouped, $value, $options);
}
@@ -304,28 +224,8 @@ class AccountForm
*/
public function longAccountList(string $name, $value = null, array $options = null): string
{
$types = [AccountType::ASSET, AccountType::DEFAULT, AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN,];
$liabilityTypes = [AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN];
$repository = $this->getAccountRepository();
$accountList = $repository->getAccountsByType($types);
$defaultCurrency = app('amount')->getDefaultCurrency();
$grouped = [];
$date = $this->getDate();
/** @var Account $account */
foreach ($accountList as $account) {
$balance = app('steam')->balance($account, $date);
$currency = $repository->getAccountCurrency($account) ?? $defaultCurrency;
$role = (string)$repository->getMetaValue($account, 'account_role');
if ('' === $role) {
$role = 'no_account_type';
}
if (in_array($account->accountType->type, $liabilityTypes, true)) {
$role = sprintf('l_%s', $account->accountType->type);
}
$key = (string)trans(sprintf('firefly.opt_group_%s', $role));
$formatted = app('amount')->formatAnything($currency, $balance, false);
$grouped[$key][$account->id] = sprintf('%s (%s)', $account->name, $formatted);
}
$types = [AccountType::ASSET, AccountType::DEFAULT, AccountType::MORTGAGE, AccountType::DEBT, AccountType::CREDITCARD, AccountType::LOAN,];
$grouped = $this->getAccountsGrouped($types);
return $this->select($name, $grouped, $value, $options);
}