. */ declare(strict_types=1); namespace FireflyIII\Http\Controllers\Chart; use Carbon\Carbon; use FireflyIII\Exceptions\FireflyException; use FireflyIII\Generator\Chart\Basic\GeneratorInterface; use FireflyIII\Helpers\Collector\GroupCollectorInterface; use FireflyIII\Http\Controllers\Controller; use FireflyIII\Models\TransactionCurrency; use FireflyIII\Models\Budget; use FireflyIII\Models\BudgetLimit; use FireflyIII\Models\TransactionType; use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface; use FireflyIII\Repositories\Budget\BudgetRepositoryInterface; use FireflyIII\Repositories\Budget\NoBudgetRepositoryInterface; use FireflyIII\Repositories\Budget\OperationsRepositoryInterface; use FireflyIII\Support\CacheProperties; use FireflyIII\Support\Http\Controllers\AugumentData; use FireflyIII\Support\Http\Controllers\DateCalculation; use Illuminate\Http\JsonResponse; use Illuminate\Support\Collection; /** * Class BudgetController. * */ class BudgetController extends Controller { use DateCalculation, AugumentData; /** @var GeneratorInterface Chart generation methods. */ protected $generator; /** @var OperationsRepositoryInterface */ protected $opsRepository; /** @var BudgetRepositoryInterface The budget repository */ protected $repository; /** @var BudgetLimitRepositoryInterface */ private $blRepository; /** @var NoBudgetRepositoryInterface */ private $nbRepository; /** * BudgetController constructor. * * @codeCoverageIgnore */ public function __construct() { parent::__construct(); $this->middleware( function ($request, $next) { $this->generator = app(GeneratorInterface::class); $this->repository = app(BudgetRepositoryInterface::class); $this->opsRepository = app(OperationsRepositoryInterface::class); $this->blRepository = app(BudgetLimitRepositoryInterface::class); $this->nbRepository = app(NoBudgetRepositoryInterface::class); return $next($request); } ); } /** * Shows overview of a single budget. * * @param Budget $budget * * @return JsonResponse */ public function budget(Budget $budget): JsonResponse { /** @var Carbon $start */ $start = $this->repository->firstUseDate($budget) ?? session('start', new Carbon); /** @var Carbon $end */ $end = session('end', new Carbon); $cache = new CacheProperties(); $cache->addProperty($start); $cache->addProperty($end); $cache->addProperty('chart.budget.budget'); $cache->addProperty($budget->id); if ($cache->has()) { return response()->json($cache->get()); // @codeCoverageIgnore } $step = $this->calculateStep($start, $end); // depending on diff, do something with range of chart. $collection = new Collection([$budget]); $chartData = []; $loopStart = clone $start; $loopStart = app('navigation')->startOfPeriod($loopStart, $step); $currencies = []; $defaultEntries = []; // echo '
'; while ($end >= $loopStart) { /** @var Carbon $currentEnd */ $loopEnd = app('navigation')->endOfPeriod($loopStart, $step); if ('1Y' === $step) { $loopEnd->subDay(); // @codeCoverageIgnore } $spent = $this->opsRepository->sumExpenses($loopStart, $loopEnd, null, $collection); $label = trim(app('navigation')->periodShow($loopStart, $step)); foreach ($spent as $row) { $currencyId = $row['currency_id']; $currencies[$currencyId] = $currencies[$currencyId] ?? $row; // don't mind the field 'sum' // also store this day's sum: $currencies[$currencyId]['spent'][$label] = $row['sum']; } $defaultEntries[$label] = 0; // set loop start to the next period: $loopStart = clone $loopEnd; $loopStart->addSecond(); } // loop all currencies: foreach ($currencies as $currencyId => $currency) { $chartData[$currencyId] = [ 'label' => count($currencies) > 1 ? sprintf('%s (%s)', $budget->name, $currency['currency_name']) : $budget->name, 'type' => 'bar', 'currency_symbol' => $currency['currency_symbol'], 'entries' => $defaultEntries, ]; foreach ($currency['spent'] as $label => $spent) { $chartData[$currencyId]['entries'][$label] = round(bcmul($spent, '-1'), $currency['currency_decimal_places']); } } $data = $this->generator->multiSet(array_values($chartData)); $cache->store($data); return response()->json($data); } /** * Shows the amount left in a specific budget limit. * * @param Budget $budget * @param BudgetLimit $budgetLimit * * @return JsonResponse * * @throws FireflyException */ public function budgetLimit(Budget $budget, BudgetLimit $budgetLimit): JsonResponse { if ($budgetLimit->budget->id !== $budget->id) { throw new FireflyException('This budget limit is not part of this budget.'); } $start = clone $budgetLimit->start_date; $end = clone $budgetLimit->end_date; $cache = new CacheProperties(); $cache->addProperty($start); $cache->addProperty($end); $cache->addProperty('chart.budget.budget.limit'); $cache->addProperty($budgetLimit->id); $cache->addProperty($budget->id); if ($cache->has()) { return response()->json($cache->get()); // @codeCoverageIgnore } $entries = []; $amount = $budgetLimit->amount; $budgetCollection = new Collection([$budget]); while ($start <= $end) { $spent = $this->opsRepository->spentInPeriod($budgetCollection, new Collection, $start, $start); $amount = bcadd($amount, $spent); $format = $start->formatLocalized((string)trans('config.month_and_day')); $entries[$format] = $amount; $start->addDay(); } $data = $this->generator->singleSet((string)trans('firefly.left'), $entries); // add currency symbol from budget limit: $data['datasets'][0]['currency_symbol'] = $budgetLimit->transactionCurrency->symbol; $cache->store($data); return response()->json($data); } /** * Shows how much is spent per asset account. * * @param Budget $budget * @param BudgetLimit|null $budgetLimit * * @return JsonResponse */ public function expenseAsset(Budget $budget, ?BudgetLimit $budgetLimit = null): JsonResponse { /** @var GroupCollectorInterface $collector */ $collector = app(GroupCollectorInterface::class); $budgetLimitId = null === $budgetLimit ? 0 : $budgetLimit->id; $cache = new CacheProperties; $cache->addProperty($budget->id); $cache->addProperty($budgetLimitId); $cache->addProperty('chart.budget.expense-asset'); $collector->setRange(session()->get('start'), session()->get('end')); $start = session()->get('start'); $end = session()->get('end'); if (null !== $budgetLimit) { $start = $budgetLimit->start_date; $end = $budgetLimit->end_date; $collector->setRange($budgetLimit->start_date, $budgetLimit->end_date)->setCurrency($budgetLimit->transactionCurrency); } $cache->addProperty($start); $cache->addProperty($end); if ($cache->has()) { return response()->json($cache->get()); // @codeCoverageIgnore } $collector->setBudget($budget); $journals = $collector->getExtractedJournals(); $result = []; $chartData = []; // group by asset account ID: foreach ($journals as $journal) { $key = sprintf('%d-%d', (int)$journal['source_account_id'], $journal['currency_id']); $result[$key] = $result[$key] ?? [ 'amount' => '0', 'currency_symbol' => $journal['currency_symbol'], 'currency_name' => $journal['currency_name'], ]; $result[$key]['amount'] = bcadd($journal['amount'], $result[$key]['amount']); } $names = $this->getAccountNames(array_keys($result)); foreach ($result as $combinedId => $info) { $parts = explode('-', $combinedId); $assetId = (int)$parts[0]; $title = sprintf('%s (%s)', $names[$assetId] ?? '(empty)', $info['currency_name']); $chartData[$title] = [ 'amount' => $info['amount'], 'currency_symbol' => $info['currency_symbol'], ]; } $data = $this->generator->multiCurrencyPieChart($chartData); $cache->store($data); return response()->json($data); } /** * Shows how much is spent per category. * * @param Budget $budget * @param BudgetLimit|null $budgetLimit * * @return JsonResponse */ public function expenseCategory(Budget $budget, ?BudgetLimit $budgetLimit = null): JsonResponse { /** @var GroupCollectorInterface $collector */ $collector = app(GroupCollectorInterface::class); $budgetLimitId = null === $budgetLimit ? 0 : $budgetLimit->id; $cache = new CacheProperties; $cache->addProperty($budget->id); $cache->addProperty($budgetLimitId); $cache->addProperty('chart.budget.expense-category'); $collector->setRange(session()->get('start'), session()->get('end')); $start = session()->get('start'); $end = session()->get('end'); if (null !== $budgetLimit) { $start = $budgetLimit->start_date; $end = $budgetLimit->end_date; $collector->setRange($budgetLimit->start_date, $budgetLimit->end_date)->setCurrency($budgetLimit->transactionCurrency); } $cache->addProperty($start); $cache->addProperty($end); if ($cache->has()) { return response()->json($cache->get()); // @codeCoverageIgnore } $collector->setBudget($budget)->withCategoryInformation(); $journals = $collector->getExtractedJournals(); $result = []; $chartData = []; foreach ($journals as $journal) { $key = sprintf('%d-%d', $journal['category_id'], $journal['currency_id']); $result[$key] = $result[$key] ?? [ 'amount' => '0', 'currency_symbol' => $journal['currency_symbol'], 'currency_name' => $journal['currency_name'], ]; $result[$key]['amount'] = bcadd($journal['amount'], $result[$key]['amount']); } $names = $this->getCategoryNames(array_keys($result)); foreach ($result as $combinedId => $info) { $parts = explode('-', $combinedId); $categoryId = (int)$parts[0]; $title = sprintf('%s (%s)', $names[$categoryId] ?? '(empty)', $info['currency_name']); $chartData[$title] = [ 'amount' => $info['amount'], 'currency_symbol' => $info['currency_symbol'], ]; } $data = $this->generator->multiCurrencyPieChart($chartData); $cache->store($data); return response()->json($data); } /** * Shows how much is spent per expense account. * * * @param Budget $budget * @param BudgetLimit|null $budgetLimit * * @return JsonResponse */ public function expenseExpense(Budget $budget, ?BudgetLimit $budgetLimit = null): JsonResponse { /** @var GroupCollectorInterface $collector */ $collector = app(GroupCollectorInterface::class); $budgetLimitId = null === $budgetLimit ? 0 : $budgetLimit->id; $cache = new CacheProperties; $cache->addProperty($budget->id); $cache->addProperty($budgetLimitId); $cache->addProperty('chart.budget.expense-expense'); $collector->setRange(session()->get('start'), session()->get('end')); $start = session()->get('start'); $end = session()->get('end'); if (null !== $budgetLimit) { $start = $budgetLimit->start_date; $end = $budgetLimit->end_date; $collector->setRange($budgetLimit->start_date, $budgetLimit->end_date)->setCurrency($budgetLimit->transactionCurrency); } $cache->addProperty($start); $cache->addProperty($end); if ($cache->has()) { return response()->json($cache->get()); // @codeCoverageIgnore } $collector->setTypes([TransactionType::WITHDRAWAL])->setBudget($budget)->withAccountInformation(); $journals = $collector->getExtractedJournals(); $result = []; $chartData = []; /** @var array $journal */ foreach ($journals as $journal) { $key = sprintf('%d-%d', $journal['destination_account_id'], $journal['currency_id']); $result[$key] = $result[$key] ?? [ 'amount' => '0', 'currency_symbol' => $journal['currency_symbol'], 'currency_name' => $journal['currency_name'], ]; $result[$key]['amount'] = bcadd($journal['amount'], $result[$key]['amount']); } $names = $this->getAccountNames(array_keys($result)); foreach ($result as $combinedId => $info) { $parts = explode('-', $combinedId); $opposingId = (int)$parts[0]; $name = $names[$opposingId] ?? 'no name'; $title = sprintf('%s (%s)', $name, $info['currency_name']); $chartData[$title] = [ 'amount' => $info['amount'], 'currency_symbol' => $info['currency_symbol'], ]; } $data = $this->generator->multiCurrencyPieChart($chartData); $cache->store($data); return response()->json($data); } /** * Shows a budget list with spent/left/overspent. * * TODO there are cases when this chart hides expenses: when budget has limits * and limits are found and used, but the expense is in another currency. * * @return JsonResponse * */ public function frontpage(): JsonResponse { $start = session('start', Carbon::now()->startOfMonth()); $end = session('end', Carbon::now()->endOfMonth()); // chart properties for cache: $cache = new CacheProperties(); $cache->addProperty($start); $cache->addProperty($end); $cache->addProperty('chart.budget.frontpage'); if ($cache->has()) { return response()->json($cache->get()); // @codeCoverageIgnore } $budgets = $this->repository->getActiveBudgets(); $chartData = [ ['label' => (string)trans('firefly.spent_in_budget'), 'entries' => [], 'type' => 'bar'], ['label' => (string)trans('firefly.left_to_spend'), 'entries' => [], 'type' => 'bar'], ['label' => (string)trans('firefly.overspent'), 'entries' => [], 'type' => 'bar'], ]; /** @var Budget $budget */ foreach ($budgets as $budget) { $limits = $this->blRepository->getBudgetLimits($budget, $start, $end); if (0 === $limits->count()) { $spent = $this->opsRepository->sumExpenses($start, $end, null, new Collection([$budget]), null); /** @var array $entry */ foreach ($spent as $entry) { $title = sprintf('%s (%s)', $budget->name, $entry['currency_name']); $chartData[0]['entries'][$title] = bcmul($entry['sum'], '-1'); // spent $chartData[1]['entries'][$title] = 0; // left to spend $chartData[2]['entries'][$title] = 0; // overspent } } if (0 !== $limits->count()) { /** @var BudgetLimit $limit */ foreach ($limits as $limit) { $spent = $this->opsRepository->sumExpenses( $limit->start_date, $limit->end_date, null, new Collection([$budget]), $limit->transactionCurrency ); /** @var array $entry */ foreach ($spent as $entry) { $title = sprintf('%s (%s)', $budget->name, $entry['currency_name']); if ($limit->start_date->startOfDay()->ne($start->startOfDay()) || $limit->end_date->startOfDay()->ne($end->startOfDay())) { $title = sprintf( '%s (%s) (%s - %s)', $budget->name, $entry['currency_name'], $limit->start_date->formatLocalized($this->monthAndDayFormat), $limit->end_date->formatLocalized($this->monthAndDayFormat) ); } $chartData[0]['entries'][$title] = bcmul($entry['sum'], '-1'); // spent $chartData[1]['entries'][$title] = 1 === bccomp($limit->amount, bcmul($entry['sum'], '-1')) ? bcadd($entry['sum'], $limit->amount) : '0'; $chartData[2]['entries'][$title] = 1 === bccomp($limit->amount, bcmul($entry['sum'], '-1')) ? '0' : bcmul(bcadd($entry['sum'], $limit->amount), '-1'); } } } } $data = $this->generator->multiSet($chartData); $cache->store($data); return response()->json($data); } /** * Shows a budget overview chart (spent and budgeted). * * @param Budget $budget * @param TransactionCurrency $currency * @param Collection $accounts * @param Carbon $start * @param Carbon $end * * @return JsonResponse */ public function period(Budget $budget, TransactionCurrency $currency, Collection $accounts, Carbon $start, Carbon $end): JsonResponse { // chart properties for cache: $cache = new CacheProperties(); $cache->addProperty($start); $cache->addProperty($end); $cache->addProperty($accounts); $cache->addProperty($budget->id); $cache->addProperty($currency->id); $cache->addProperty('chart.budget.period'); if ($cache->has()) { // return response()->json($cache->get()); // @codeCoverageIgnore } $titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end); $preferredRange = app('navigation')->preferredRangeFormat($start, $end); $chartData = [ [ 'label' => (string)trans('firefly.box_spent_in_currency', ['currency' => $currency->name]), 'type' => 'bar', 'entries' => [], 'currency_symbol' => $currency->symbol, ], [ 'label' => (string)trans('firefly.box_budgeted_in_currency', ['currency' => $currency->name]), 'type' => 'bar', 'currency_symbol' => $currency->symbol, 'entries' => [], ], ]; $currentStart = clone $start; while ($currentStart <= $end) { $currentStart= app('navigation')->startOfPeriod($currentStart, $preferredRange); $title = $currentStart->formatLocalized($titleFormat); $currentEnd = app('navigation')->endOfPeriod($currentStart, $preferredRange); // default limit is no limit: $chartData[0]['entries'][$title] = 0; // default spent is not spent at all. $chartData[1]['entries'][$title] = 0; // get budget limit in this period for this currency. $limit = $this->blRepository->find($budget, $currency, $currentStart, $currentEnd); if (null !== $limit) { $chartData[1]['entries'][$title] = round($limit->amount, $currency->decimal_places); } // get spent amount in this period for this currency. $sum = $this->opsRepository->sumExpenses($currentStart, $currentEnd, $accounts, new Collection([$budget]), $currency); $amount = app('steam')->positive($sum[$currency->id]['sum'] ?? '0'); $chartData[0]['entries'][$title] = round($amount, $currency->decimal_places); $currentStart = clone $currentEnd; $currentStart->addDay()->startOfDay(); } $data = $this->generator->multiSet($chartData); $cache->store($data); return response()->json($data); } /** * Shows a chart for transactions without a budget. * * @param TransactionCurrency $currency * @param Collection $accounts * @param Carbon $start * @param Carbon $end * * @return JsonResponse */ public function periodNoBudget(TransactionCurrency $currency, Collection $accounts, Carbon $start, Carbon $end): JsonResponse { // chart properties for cache: $cache = new CacheProperties(); $cache->addProperty($start); $cache->addProperty($end); $cache->addProperty($accounts); $cache->addProperty($currency->id); $cache->addProperty('chart.budget.no-budget'); if ($cache->has()) { return response()->json($cache->get()); // @codeCoverageIgnore } // the expenses: $titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end); $chartData = []; $currentStart = clone $start; $preferredRange = app('navigation')->preferredRangeFormat($start, $end); while ($currentStart <= $end) { $currentEnd = app('navigation')->endOfPeriod($currentStart, $preferredRange); $title = $currentStart->formatLocalized($titleFormat); $sum = $this->nbRepository->sumExpenses($currentStart, $currentEnd, $accounts, $currency); $amount = app('steam')->positive($sum[$currency->id]['sum'] ?? '0'); $chartData[$title] = round($amount, $currency->decimal_places); $currentStart = app('navigation')->addPeriod($currentStart, $preferredRange, 0); } $data = $this->generator->singleSet((string)trans('firefly.spent'), $chartData); $cache->store($data); return response()->json($data); } }