mirror of
https://github.com/firefly-iii/firefly-iii.git
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640 lines
23 KiB
PHP
640 lines
23 KiB
PHP
<?php
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/**
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* BudgetController.php
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* Copyright (c) 2017 thegrumpydictator@gmail.com
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*
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* This file is part of Firefly III.
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*
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* Firefly III is free software: you can redistribute it and/or modify
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* it under the terms of the GNU General Public License as published by
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* the Free Software Foundation, either version 3 of the License, or
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* (at your option) any later version.
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*
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* Firefly III is distributed in the hope that it will be useful,
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* but WITHOUT ANY WARRANTY; without even the implied warranty of
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* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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* GNU General Public License for more details.
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*
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* You should have received a copy of the GNU General Public License
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* along with Firefly III. If not, see <http://www.gnu.org/licenses/>.
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*/
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declare(strict_types=1);
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namespace FireflyIII\Http\Controllers\Chart;
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use Carbon\Carbon;
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use FireflyIII\Exceptions\FireflyException;
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use FireflyIII\Generator\Chart\Basic\GeneratorInterface;
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use FireflyIII\Helpers\Collector\JournalCollectorInterface;
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use FireflyIII\Http\Controllers\Controller;
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use FireflyIII\Models\AccountType;
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use FireflyIII\Models\Budget;
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use FireflyIII\Models\BudgetLimit;
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use FireflyIII\Models\Transaction;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Repositories\Account\AccountRepositoryInterface;
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use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
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use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
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use FireflyIII\Support\CacheProperties;
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use Illuminate\Support\Collection;
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use Response;
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use Steam;
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/**
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* Class BudgetController.
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*
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* @SuppressWarnings(PHPMD.CouplingBetweenObjects) // can't realy be helped.
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*/
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class BudgetController extends Controller
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{
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/** @var GeneratorInterface */
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protected $generator;
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/** @var BudgetRepositoryInterface */
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protected $repository;
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/**
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* BudgetController constructor.
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*/
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public function __construct()
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{
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parent::__construct();
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$this->middleware(
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function ($request, $next) {
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$this->generator = app(GeneratorInterface::class);
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$this->repository = app(BudgetRepositoryInterface::class);
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return $next($request);
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}
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);
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}
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/**
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* @param Budget $budget
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*
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* @return \Symfony\Component\HttpFoundation\Response
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*/
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public function budget(Budget $budget)
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{
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$start = $this->repository->firstUseDate($budget);
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$end = session('end', new Carbon);
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$cache = new CacheProperties();
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty('chart.budget.budget');
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$cache->addProperty($budget->id);
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if ($cache->has()) {
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return Response::json($cache->get()); // @codeCoverageIgnore
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}
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// depending on diff, do something with range of chart.
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$step = '1D';
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$months = $start->diffInMonths($end);
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if ($months > 3) {
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$step = '1W';
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}
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if ($months > 24) {
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$step = '1M';
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}
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if ($months > 60) {
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$step = '1Y'; // @codeCoverageIgnore
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}
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$budgetCollection = new Collection([$budget]);
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$chartData = [];
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$current = clone $start;
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$current = app('navigation')->startOfPeriod($current, $step);
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while ($end >= $current) {
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$currentEnd = app('navigation')->endOfPeriod($current, $step);
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if ($step === '1Y') {
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$currentEnd->subDay(); // @codeCoverageIgnore
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}
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$spent = $this->repository->spentInPeriod($budgetCollection, new Collection, $current, $currentEnd);
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$label = app('navigation')->periodShow($current, $step);
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$chartData[$label] = floatval(bcmul($spent, '-1'));
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$current = clone $currentEnd;
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$current->addDay();
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}
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$data = $this->generator->singleSet(strval(trans('firefly.spent')), $chartData);
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$cache->store($data);
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return Response::json($data);
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}
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/**
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* Shows the amount left in a specific budget limit.
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*
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* @SuppressWarnings(PHPMD.CyclomaticComplexity) // it's exactly five.
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*
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* @param Budget $budget
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* @param BudgetLimit $budgetLimit
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*
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* @return \Symfony\Component\HttpFoundation\Response
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*
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* @throws FireflyException
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*/
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public function budgetLimit(Budget $budget, BudgetLimit $budgetLimit)
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{
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if ($budgetLimit->budget->id !== $budget->id) {
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throw new FireflyException('This budget limit is not part of this budget.');
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}
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$start = clone $budgetLimit->start_date;
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$end = clone $budgetLimit->end_date;
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$cache = new CacheProperties();
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty('chart.budget.budget.limit');
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$cache->addProperty($budgetLimit->id);
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$cache->addProperty($budget->id);
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if ($cache->has()) {
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return Response::json($cache->get()); // @codeCoverageIgnore
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}
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$entries = [];
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$amount = $budgetLimit->amount;
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$budgetCollection = new Collection([$budget]);
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while ($start <= $end) {
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$spent = $this->repository->spentInPeriod($budgetCollection, new Collection, $start, $start);
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$amount = bcadd($amount, $spent);
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$format = $start->formatLocalized(strval(trans('config.month_and_day')));
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$entries[$format] = $amount;
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$start->addDay();
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}
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$data = $this->generator->singleSet(strval(trans('firefly.left')), $entries);
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$cache->store($data);
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return Response::json($data);
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}
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/**
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* @param Budget $budget
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* @param BudgetLimit|null $budgetLimit
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*
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* @return \Illuminate\Http\JsonResponse
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*/
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public function expenseAsset(Budget $budget, ?BudgetLimit $budgetLimit)
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{
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$cache = new CacheProperties;
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$cache->addProperty($budget->id);
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$cache->addProperty($budgetLimit->id ?? 0);
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$cache->addProperty('chart.budget.expense-asset');
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if ($cache->has()) {
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return Response::json($cache->get()); // @codeCoverageIgnore
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}
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setAllAssetAccounts()->setBudget($budget);
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if (null !== $budgetLimit->id) {
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$collector->setRange($budgetLimit->start_date, $budgetLimit->end_date);
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}
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$transactions = $collector->getJournals();
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$result = [];
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$chartData = [];
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/** @var Transaction $transaction */
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foreach ($transactions as $transaction) {
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$assetId = intval($transaction->account_id);
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$result[$assetId] = $result[$assetId] ?? '0';
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$result[$assetId] = bcadd($transaction->transaction_amount, $result[$assetId]);
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}
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$names = $this->getAccountNames(array_keys($result));
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foreach ($result as $assetId => $amount) {
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$chartData[$names[$assetId]] = $amount;
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}
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$data = $this->generator->pieChart($chartData);
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$cache->store($data);
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return Response::json($data);
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}
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/**
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* @param Budget $budget
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* @param BudgetLimit|null $budgetLimit
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*
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* @return \Illuminate\Http\JsonResponse
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*/
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public function expenseCategory(Budget $budget, ?BudgetLimit $budgetLimit)
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{
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$cache = new CacheProperties;
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$cache->addProperty($budget->id);
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$cache->addProperty($budgetLimit->id ?? 0);
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$cache->addProperty('chart.budget.expense-category');
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if ($cache->has()) {
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return Response::json($cache->get()); // @codeCoverageIgnore
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}
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setAllAssetAccounts()->setBudget($budget)->withCategoryInformation();
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if (null !== $budgetLimit->id) {
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$collector->setRange($budgetLimit->start_date, $budgetLimit->end_date);
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}
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$transactions = $collector->getJournals();
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$result = [];
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$chartData = [];
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/** @var Transaction $transaction */
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foreach ($transactions as $transaction) {
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$jrnlCatId = intval($transaction->transaction_journal_category_id);
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$transCatId = intval($transaction->transaction_category_id);
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$categoryId = max($jrnlCatId, $transCatId);
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$result[$categoryId] = $result[$categoryId] ?? '0';
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$result[$categoryId] = bcadd($transaction->transaction_amount, $result[$categoryId]);
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}
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$names = $this->getCategoryNames(array_keys($result));
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foreach ($result as $categoryId => $amount) {
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$chartData[$names[$categoryId]] = $amount;
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}
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$data = $this->generator->pieChart($chartData);
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$cache->store($data);
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return Response::json($data);
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}
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/**
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* @param Budget $budget
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* @param BudgetLimit|null $budgetLimit
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*
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* @return \Illuminate\Http\JsonResponse
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*/
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public function expenseExpense(Budget $budget, ?BudgetLimit $budgetLimit)
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{
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$cache = new CacheProperties;
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$cache->addProperty($budget->id);
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$cache->addProperty($budgetLimit->id ?? 0);
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$cache->addProperty('chart.budget.expense-expense');
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if ($cache->has()) {
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return Response::json($cache->get()); // @codeCoverageIgnore
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}
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setAllAssetAccounts()->setTypes([TransactionType::WITHDRAWAL])->setBudget($budget)->withOpposingAccount();
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if (null !== $budgetLimit->id) {
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$collector->setRange($budgetLimit->start_date, $budgetLimit->end_date);
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}
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$transactions = $collector->getJournals();
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$result = [];
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$chartData = [];
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/** @var Transaction $transaction */
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foreach ($transactions as $transaction) {
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$opposingId = intval($transaction->opposing_account_id);
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$result[$opposingId] = $result[$opposingId] ?? '0';
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$result[$opposingId] = bcadd($transaction->transaction_amount, $result[$opposingId]);
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}
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$names = $this->getAccountNames(array_keys($result));
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foreach ($result as $opposingId => $amount) {
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$name = $names[$opposingId] ?? 'no name';
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$chartData[$name] = $amount;
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}
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$data = $this->generator->pieChart($chartData);
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$cache->store($data);
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return Response::json($data);
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}
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/**
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* Shows a budget list with spent/left/overspent.
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*
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* @SuppressWarnings(PHPMD.CyclomaticComplexity) // it's exactly five.
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* @SuppressWarnings(PHPMD.ExcessiveMethodLength) // 46 lines, I'm fine with this.
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*
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* @return \Symfony\Component\HttpFoundation\Response
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*/
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public function frontpage()
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{
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$start = session('start', Carbon::now()->startOfMonth());
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$end = session('end', Carbon::now()->endOfMonth());
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// chart properties for cache:
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$cache = new CacheProperties();
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty('chart.budget.frontpage');
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if ($cache->has()) {
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return Response::json($cache->get()); // @codeCoverageIgnore
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}
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$budgets = $this->repository->getActiveBudgets();
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$chartData = [
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['label' => strval(trans('firefly.spent_in_budget')), 'entries' => [], 'type' => 'bar'],
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['label' => strval(trans('firefly.left_to_spend')), 'entries' => [], 'type' => 'bar'],
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['label' => strval(trans('firefly.overspent')), 'entries' => [], 'type' => 'bar'],
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];
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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// get relevant repetitions:
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$limits = $this->repository->getBudgetLimits($budget, $start, $end);
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$expenses = $this->getExpensesForBudget($limits, $budget, $start, $end);
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foreach ($expenses as $name => $row) {
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$chartData[0]['entries'][$name] = $row['spent'];
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$chartData[1]['entries'][$name] = $row['left'];
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$chartData[2]['entries'][$name] = $row['overspent'];
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}
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}
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// for no budget:
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$spent = $this->spentInPeriodWithout($start, $end);
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$name = strval(trans('firefly.no_budget'));
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if (0 !== bccomp($spent, '0')) {
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$chartData[0]['entries'][$name] = bcmul($spent, '-1');
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$chartData[1]['entries'][$name] = '0';
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$chartData[2]['entries'][$name] = '0';
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}
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$data = $this->generator->multiSet($chartData);
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$cache->store($data);
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return Response::json($data);
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}
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/**
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* @SuppressWarnings(PHPMD.CyclomaticComplexity) // it's exactly five.
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*
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* @param Budget $budget
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* @param Carbon $start
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* @param Carbon $end
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* @param Collection $accounts
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*
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* @return \Illuminate\Http\JsonResponse
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*/
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public function period(Budget $budget, Collection $accounts, Carbon $start, Carbon $end)
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{
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// chart properties for cache:
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$cache = new CacheProperties();
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty($accounts);
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$cache->addProperty($budget->id);
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$cache->addProperty('chart.budget.period');
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if ($cache->has()) {
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return Response::json($cache->get()); // @codeCoverageIgnore
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}
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$periods = app('navigation')->listOfPeriods($start, $end);
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$entries = $this->repository->getBudgetPeriodReport(new Collection([$budget]), $accounts, $start, $end); // get the expenses
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$budgeted = $this->getBudgetedInPeriod($budget, $start, $end);
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// join them into one set of data:
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$chartData = [
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['label' => strval(trans('firefly.spent')), 'type' => 'bar', 'entries' => []],
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['label' => strval(trans('firefly.budgeted')), 'type' => 'bar', 'entries' => []],
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];
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foreach (array_keys($periods) as $period) {
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$label = $periods[$period];
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$spent = isset($entries[$budget->id]['entries'][$period]) ? $entries[$budget->id]['entries'][$period] : '0';
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$limit = isset($budgeted[$period]) ? $budgeted[$period] : 0;
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$chartData[0]['entries'][$label] = round(bcmul($spent, '-1'), 12);
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$chartData[1]['entries'][$label] = $limit;
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}
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$data = $this->generator->multiSet($chartData);
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$cache->store($data);
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return Response::json($data);
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}
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/**
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* @param Collection $accounts
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return \Illuminate\Http\JsonResponse
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*/
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public function periodNoBudget(Collection $accounts, Carbon $start, Carbon $end)
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{
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// chart properties for cache:
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$cache = new CacheProperties();
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty($accounts);
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$cache->addProperty('chart.budget.no-budget');
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if ($cache->has()) {
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return Response::json($cache->get()); // @codeCoverageIgnore
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}
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// the expenses:
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$periods = app('navigation')->listOfPeriods($start, $end);
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$entries = $this->repository->getNoBudgetPeriodReport($accounts, $start, $end);
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$chartData = [];
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// join them:
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foreach (array_keys($periods) as $period) {
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$label = $periods[$period];
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$spent = isset($entries['entries'][$period]) ? $entries['entries'][$period] : '0';
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$chartData[$label] = bcmul($spent, '-1');
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}
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$data = $this->generator->singleSet(strval(trans('firefly.spent')), $chartData);
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$cache->store($data);
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return Response::json($data);
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}
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/**
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* @param array $accountIds
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*
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* @return array
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*/
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private function getAccountNames(array $accountIds): array
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{
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/** @var AccountRepositoryInterface $repository */
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$repository = app(AccountRepositoryInterface::class);
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$accounts = $repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT, AccountType::EXPENSE, AccountType::CASH]);
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$grouped = $accounts->groupBy('id')->toArray();
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$return = [];
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foreach ($accountIds as $accountId) {
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if (isset($grouped[$accountId])) {
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$return[$accountId] = $grouped[$accountId][0]['name'];
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}
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}
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$return[0] = '(no name)';
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return $return;
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}
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/**
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* @param Budget $budget
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return array
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*/
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private function getBudgetedInPeriod(Budget $budget, Carbon $start, Carbon $end): array
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{
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$key = app('navigation')->preferredCarbonFormat($start, $end);
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$range = app('navigation')->preferredRangeFormat($start, $end);
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$current = clone $start;
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$budgeted = [];
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while ($current < $end) {
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$currentStart = app('navigation')->startOfPeriod($current, $range);
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$currentEnd = app('navigation')->endOfPeriod($current, $range);
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$budgetLimits = $this->repository->getBudgetLimits($budget, $currentStart, $currentEnd);
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$index = $currentStart->format($key);
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$budgeted[$index] = $budgetLimits->sum('amount');
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$currentEnd->addDay();
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$current = clone $currentEnd;
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}
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return $budgeted;
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}
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/**
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* Small helper function for some of the charts.
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*
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* @param array $categoryIds
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*
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* @return array
|
|
*/
|
|
private function getCategoryNames(array $categoryIds): array
|
|
{
|
|
/** @var CategoryRepositoryInterface $repository */
|
|
$repository = app(CategoryRepositoryInterface::class);
|
|
$categories = $repository->getCategories();
|
|
$grouped = $categories->groupBy('id')->toArray();
|
|
$return = [];
|
|
foreach ($categoryIds as $categoryId) {
|
|
if (isset($grouped[$categoryId])) {
|
|
$return[$categoryId] = $grouped[$categoryId][0]['name'];
|
|
}
|
|
}
|
|
$return[0] = trans('firefly.noCategory');
|
|
|
|
return $return;
|
|
}
|
|
|
|
/**
|
|
* @SuppressWarnings(PHPMD.CyclomaticComplexity) // it's 6 but ok.
|
|
*
|
|
* @param Collection $limits
|
|
* @param Budget $budget
|
|
* @param Carbon $start
|
|
* @param Carbon $end
|
|
*
|
|
* @return array
|
|
*/
|
|
private function getExpensesForBudget(Collection $limits, Budget $budget, Carbon $start, Carbon $end): array
|
|
{
|
|
$return = [];
|
|
if (0 === $limits->count()) {
|
|
$spent = $this->repository->spentInPeriod(new Collection([$budget]), new Collection, $start, $end);
|
|
if (0 !== bccomp($spent, '0')) {
|
|
$return[$budget->name]['spent'] = bcmul($spent, '-1');
|
|
$return[$budget->name]['left'] = 0;
|
|
$return[$budget->name]['overspent'] = 0;
|
|
}
|
|
|
|
return $return;
|
|
}
|
|
|
|
$rows = $this->spentInPeriodMulti($budget, $limits);
|
|
foreach ($rows as $name => $row) {
|
|
if (0 !== bccomp($row['spent'], '0') || 0 !== bccomp($row['left'], '0')) {
|
|
$return[$name] = $row;
|
|
}
|
|
}
|
|
unset($rows, $row);
|
|
|
|
return $return;
|
|
}
|
|
|
|
/**
|
|
* @SuppressWarnings(PHPMD.CyclomaticComplexity) // it's exactly five.
|
|
*
|
|
* Returns an array with the following values:
|
|
* 0 =>
|
|
* 'name' => name of budget + repetition
|
|
* 'left' => left in budget repetition (always zero)
|
|
* 'overspent' => spent more than budget repetition? (always zero)
|
|
* 'spent' => actually spent in period for budget
|
|
* 1 => (etc)
|
|
*
|
|
* @param Budget $budget
|
|
* @param Collection $limits
|
|
*
|
|
* @return array
|
|
*/
|
|
private function spentInPeriodMulti(Budget $budget, Collection $limits): array
|
|
{
|
|
$return = [];
|
|
$format = strval(trans('config.month_and_day'));
|
|
$name = $budget->name;
|
|
/** @var BudgetLimit $budgetLimit */
|
|
foreach ($limits as $budgetLimit) {
|
|
$expenses = $this->repository->spentInPeriod(new Collection([$budget]), new Collection, $budgetLimit->start_date, $budgetLimit->end_date);
|
|
$expenses = Steam::positive($expenses);
|
|
|
|
if ($limits->count() > 1) {
|
|
$name = $budget->name . ' ' . trans(
|
|
'firefly.between_dates',
|
|
[
|
|
'start' => $budgetLimit->start_date->formatLocalized($format),
|
|
'end' => $budgetLimit->end_date->formatLocalized($format),
|
|
]
|
|
);
|
|
}
|
|
/*
|
|
* amount: amount of budget limit
|
|
* left: amount of budget limit min spent, or 0 when < 0.
|
|
* spent: spent, or amount of budget limit when > amount
|
|
*/
|
|
$amount = $budgetLimit->amount;
|
|
$leftInLimit = bcsub($amount, $expenses);
|
|
$hasOverspent = bccomp($leftInLimit, '0') === -1;
|
|
|
|
$left = $hasOverspent ? '0' : bcsub($amount, $expenses);
|
|
$spent = $hasOverspent ? $amount : $expenses;
|
|
$overspent = $hasOverspent ? Steam::positive($leftInLimit) : '0';
|
|
|
|
$return[$name] = [
|
|
'left' => $left,
|
|
'overspent' => $overspent,
|
|
'spent' => $spent,
|
|
];
|
|
}
|
|
|
|
return $return;
|
|
}
|
|
|
|
/**
|
|
* Returns an array with the following values:
|
|
* 'name' => "no budget" in local language
|
|
* 'repetition_left' => left in budget repetition (always zero)
|
|
* 'repetition_overspent' => spent more than budget repetition? (always zero)
|
|
* 'spent' => actually spent in period for budget.
|
|
*
|
|
* @param Carbon $start
|
|
* @param Carbon $end
|
|
*
|
|
* @return string
|
|
*/
|
|
private function spentInPeriodWithout(Carbon $start, Carbon $end): string
|
|
{
|
|
// collector
|
|
/** @var JournalCollectorInterface $collector */
|
|
$collector = app(JournalCollectorInterface::class);
|
|
$types = [TransactionType::WITHDRAWAL];
|
|
$collector->setAllAssetAccounts()->setTypes($types)->setRange($start, $end)->withoutBudget();
|
|
$journals = $collector->getJournals();
|
|
$sum = '0';
|
|
/** @var Transaction $entry */
|
|
foreach ($journals as $entry) {
|
|
$sum = bcadd($entry->transaction_amount, $sum);
|
|
}
|
|
|
|
return $sum;
|
|
}
|
|
}
|