mirror of
https://github.com/firefly-iii/firefly-iii.git
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659 lines
22 KiB
PHP
659 lines
22 KiB
PHP
<?php
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/**
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* BudgetRepository.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\Repositories\Budget;
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use Carbon\Carbon;
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use DB;
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use FireflyIII\Helpers\Collector\JournalCollectorInterface;
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use FireflyIII\Models\AccountType;
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use FireflyIII\Models\AvailableBudget;
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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\TransactionCurrency;
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use FireflyIII\Models\TransactionJournal;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Repositories\Account\AccountRepositoryInterface;
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use FireflyIII\User;
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use Illuminate\Database\Eloquent\Builder;
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use Illuminate\Support\Collection;
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use Navigation;
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use stdClass;
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/**
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* Class BudgetRepository
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*
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* @package FireflyIII\Repositories\Budget
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*/
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class BudgetRepository implements BudgetRepositoryInterface
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{
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/** @var User */
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private $user;
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/**
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* @return bool
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*/
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public function cleanupBudgets(): bool
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{
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// delete limits with amount 0:
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BudgetLimit::where('amount', 0)->delete();
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// clean up:
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$set = BudgetLimit::groupBy(['budget_id', 'start_date', 'end_date'])
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->get(['budget_id', 'start_date', 'end_date', DB::raw('COUNT(*) as ct')]);
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foreach ($set as $entry) {
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if ($entry->ct > 1) {
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$newest = BudgetLimit::where('start_date', $entry->start_date)->where('end_date', $entry->end_date)
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->where('budget_id', $entry->budget_id)->orderBy('updated_at', 'DESC')->first(['budget_limits.*']);
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BudgetLimit::where('start_date', $entry->start_date)->where('end_date', $entry->end_date)
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->where('budget_id', $entry->budget_id)->where('id', '!=', $newest->id)->delete();
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}
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}
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return true;
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}
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/**
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* This method collects various info on budgets, used on the budget page and on the index.
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*
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* @param Collection $budgets
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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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* @SuppressWarnings(PHPMD.CyclomaticComplexity)
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*/
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public function collectBudgetInformation(Collection $budgets, Carbon $start, Carbon $end): array
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{
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// get account information
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/** @var AccountRepositoryInterface $accountRepository */
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$accountRepository = app(AccountRepositoryInterface::class);
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$accounts = $accountRepository->getAccountsByType([AccountType::DEFAULT, AccountType::ASSET, AccountType::CASH]);
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$return = [];
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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$budgetId = $budget->id;
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$return[$budgetId] = [
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'spent' => $this->spentInPeriod(new Collection([$budget]), $accounts, $start, $end),
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'budgeted' => '0',
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'currentRep' => false,
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];
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$budgetLimits = $this->getBudgetLimits($budget, $start, $end);
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$otherLimits = new Collection;
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// get all the budget limits relevant between start and end and examine them:
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/** @var BudgetLimit $limit */
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foreach ($budgetLimits as $limit) {
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if ($limit->start_date->isSameDay($start) && $limit->end_date->isSameDay($end)
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) {
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$return[$budgetId]['currentLimit'] = $limit;
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$return[$budgetId]['budgeted'] = $limit->amount;
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continue;
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}
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// otherwise it's just one of the many relevant repetitions:
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$otherLimits->push($limit);
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}
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$return[$budgetId]['otherLimits'] = $otherLimits;
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}
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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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*
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* @return bool
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*/
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public function destroy(Budget $budget): bool
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{
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$budget->delete();
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return true;
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}
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/**
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* Filters entries from the result set generated by getBudgetPeriodReport
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*
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* @param Collection $set
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* @param int $budgetId
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* @param array $periods
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*
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* @return array
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*/
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public function filterAmounts(Collection $set, int $budgetId, array $periods): array
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{
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$arr = [];
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$keys = array_keys($periods);
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foreach ($keys as $period) {
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/** @var stdClass $object */
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$result = $set->filter(
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function (TransactionJournal $object) use ($budgetId, $period) {
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$result = strval($object->period_marker) === strval($period) && $budgetId === intval($object->budget_id);
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return $result;
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}
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);
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$amount = '0';
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if (!is_null($result->first())) {
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$amount = $result->first()->sum_of_period;
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}
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$arr[$period] = $amount;
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}
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return $arr;
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}
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/**
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* Find a budget.
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*
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* @param int $budgetId
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*
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* @return Budget
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*/
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public function find(int $budgetId): Budget
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{
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$budget = $this->user->budgets()->find($budgetId);
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if (is_null($budget)) {
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$budget = new Budget;
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}
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return $budget;
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}
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/**
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* Find a budget.
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*
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* @param string $name
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*
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* @return Budget
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*/
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public function findByName(string $name): Budget
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{
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$budgets = $this->user->budgets()->get(['budgets.*']);
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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if ($budget->name === $name) {
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return $budget;
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}
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}
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return new Budget;
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}
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/**
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* This method returns the oldest journal or transaction date known to this budget.
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* Will cache result.
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*
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* @param Budget $budget
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*
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* @return Carbon
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*/
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public function firstUseDate(Budget $budget): Carbon
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{
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$oldest = Carbon::create()->startOfYear();
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$journal = $budget->transactionJournals()->orderBy('date', 'ASC')->first();
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if (!is_null($journal)) {
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$oldest = $journal->date < $oldest ? $journal->date : $oldest;
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}
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$transaction = $budget
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->transactions()
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->leftJoin('transaction_journals', 'transaction_journals.id', '=', 'transactions.id')
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->orderBy('transaction_journals.date', 'ASC')->first(['transactions.*', 'transaction_journals.date']);
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if (!is_null($transaction)) {
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$carbon = new Carbon($transaction->date);
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$oldest = $carbon < $oldest ? $carbon : $oldest;
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}
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return $oldest;
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}
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/**
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* @return Collection
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*/
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public function getActiveBudgets(): Collection
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{
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/** @var Collection $set */
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$set = $this->user->budgets()->where('active', 1)->get();
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$set = $set->sortBy(
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function (Budget $budget) {
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return strtolower($budget->name);
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}
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);
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return $set;
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}
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/**
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return Collection
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*/
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public function getAllBudgetLimits(Carbon $start, Carbon $end): Collection
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{
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$set = BudgetLimit::leftJoin('budgets', 'budgets.id', '=', 'budget_limits.budget_id')
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->with(['budget'])
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->where('budgets.user_id', $this->user->id)
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->where(
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function (Builder $q5) use ($start, $end) {
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$q5->where(
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function (Builder $q1) use ($start, $end) {
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$q1->where(
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function (Builder $q2) use ($start, $end) {
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$q2->where('budget_limits.end_date', '>=', $start->format('Y-m-d 00:00:00'));
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$q2->where('budget_limits.end_date', '<=', $end->format('Y-m-d 00:00:00'));
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}
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)
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->orWhere(
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function (Builder $q3) use ($start, $end) {
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$q3->where('budget_limits.start_date', '>=', $start->format('Y-m-d 00:00:00'));
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$q3->where('budget_limits.start_date', '<=', $end->format('Y-m-d 00:00:00'));
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}
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);
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}
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)
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->orWhere(
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function (Builder $q4) use ($start, $end) {
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// or start is before start AND end is after end.
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$q4->where('budget_limits.start_date', '<=', $start->format('Y-m-d 00:00:00'));
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$q4->where('budget_limits.end_date', '>=', $end->format('Y-m-d 00:00:00'));
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}
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);
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}
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)->get(['budget_limits.*']);
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return $set;
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}
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/**
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* @param TransactionCurrency $currency
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return string
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*/
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public function getAvailableBudget(TransactionCurrency $currency, Carbon $start, Carbon $end): string
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{
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$amount = '0';
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$availableBudget = $this->user->availableBudgets()
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->where('transaction_currency_id', $currency->id)
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->where('start_date', $start->format('Y-m-d'))
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->where('end_date', $end->format('Y-m-d'))->first();
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if (!is_null($availableBudget)) {
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$amount = strval($availableBudget->amount);
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}
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return $amount;
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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 Collection
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*/
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public function getBudgetLimits(Budget $budget, Carbon $start, Carbon $end): Collection
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{
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$set = $budget->budgetLimits()
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->where(
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function (Builder $q5) use ($start, $end) {
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$q5->where(
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function (Builder $q1) use ($start, $end) {
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// budget limit ends within period
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$q1->where(
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function (Builder $q2) use ($start, $end) {
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$q2->where('budget_limits.end_date', '>=', $start->format('Y-m-d 00:00:00'));
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$q2->where('budget_limits.end_date', '<=', $end->format('Y-m-d 00:00:00'));
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}
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)
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// budget limit start within period
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->orWhere(
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function (Builder $q3) use ($start, $end) {
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$q3->where('budget_limits.start_date', '>=', $start->format('Y-m-d 00:00:00'));
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$q3->where('budget_limits.start_date', '<=', $end->format('Y-m-d 00:00:00'));
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}
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);
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}
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)
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->orWhere(
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function (Builder $q4) use ($start, $end) {
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// or start is before start AND end is after end.
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$q4->where('budget_limits.start_date', '<=', $start->format('Y-m-d 00:00:00'));
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$q4->where('budget_limits.end_date', '>=', $end->format('Y-m-d 00:00:00'));
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}
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);
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}
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)->orderBy('budget_limits.start_date', 'DESC')->get(['budget_limits.*']);
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return $set;
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}
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/**
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* This method is being used to generate the budget overview in the year/multi-year report. Its used
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* in both the year/multi-year budget overview AND in the accompanying chart.
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*
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* @param Collection $budgets
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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 array
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*/
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public function getBudgetPeriodReport(Collection $budgets, Collection $accounts, Carbon $start, Carbon $end): array
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{
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$carbonFormat = Navigation::preferredCarbonFormat($start, $end);
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$data = [];
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// prep data array:
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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$data[$budget->id] = [
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'name' => $budget->name,
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'sum' => '0',
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'entries' => [],
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];
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}
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// get all transactions:
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setAccounts($accounts)->setRange($start, $end);
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$collector->setBudgets($budgets);
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$transactions = $collector->getJournals();
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// loop transactions:
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/** @var Transaction $transaction */
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foreach ($transactions as $transaction) {
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$budgetId = max(intval($transaction->transaction_journal_budget_id), intval($transaction->transaction_budget_id));
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$date = $transaction->date->format($carbonFormat);
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$data[$budgetId]['entries'][$date] = bcadd($data[$budgetId]['entries'][$date] ?? '0', $transaction->transaction_amount);
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}
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return $data;
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}
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/**
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* @return Collection
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*/
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public function getBudgets(): Collection
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{
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/** @var Collection $set */
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$set = $this->user->budgets()->get();
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$set = $set->sortBy(
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function (Budget $budget) {
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return strtolower($budget->name);
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}
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);
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return $set;
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}
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/**
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* @return Collection
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*/
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public function getInactiveBudgets(): Collection
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{
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/** @var Collection $set */
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$set = $this->user->budgets()->where('active', 0)->get();
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$set = $set->sortBy(
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function (Budget $budget) {
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return strtolower($budget->name);
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}
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);
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return $set;
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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 array
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*/
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public function getNoBudgetPeriodReport(Collection $accounts, Carbon $start, Carbon $end): array
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{
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$carbonFormat = Navigation::preferredCarbonFormat($start, $end);
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setAccounts($accounts)->setRange($start, $end);
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$collector->setTypes([TransactionType::WITHDRAWAL]);
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$collector->withoutBudget();
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$transactions = $collector->getJournals();
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$result = [
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'entries' => [],
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'name' => strval(trans('firefly.no_budget')),
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'sum' => '0',
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];
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foreach ($transactions as $transaction) {
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$date = $transaction->date->format($carbonFormat);
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if (!isset($result['entries'][$date])) {
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$result['entries'][$date] = '0';
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}
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$result['entries'][$date] = bcadd($result['entries'][$date], $transaction->transaction_amount);
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}
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return $result;
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}
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/**
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* @param TransactionCurrency $currency
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* @param Carbon $start
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* @param Carbon $end
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* @param string $amount
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*
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* @return bool
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*/
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public function setAvailableBudget(TransactionCurrency $currency, Carbon $start, Carbon $end, string $amount): bool
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{
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$availableBudget = $this->user->availableBudgets()
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->where('transaction_currency_id', $currency->id)
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->where('start_date', $start->format('Y-m-d'))
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->where('end_date', $end->format('Y-m-d'))->first();
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if (is_null($availableBudget)) {
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$availableBudget = new AvailableBudget;
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$availableBudget->user()->associate($this->user);
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$availableBudget->transactionCurrency()->associate($currency);
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$availableBudget->start_date = $start;
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$availableBudget->end_date = $end;
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}
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$availableBudget->amount = $amount;
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$availableBudget->save();
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return true;
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}
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/**
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* @param User $user
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*/
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public function setUser(User $user)
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{
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$this->user = $user;
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}
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/**
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* @param Collection $budgets
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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 string
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*/
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public function spentInPeriod(Collection $budgets, Collection $accounts, Carbon $start, Carbon $end): string
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{
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setUser($this->user);
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$collector->setRange($start, $end)->setBudgets($budgets)->withBudgetInformation();
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if ($accounts->count() > 0) {
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$collector->setAccounts($accounts);
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}
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if ($accounts->count() === 0) {
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$collector->setAllAssetAccounts();
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}
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$set = $collector->getJournals();
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$sum = strval($set->sum('transaction_amount'));
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return $sum;
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}
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/**
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* @param Collection $accounts
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|
* @param Carbon $start
|
|
* @param Carbon $end
|
|
*
|
|
* @return string
|
|
*/
|
|
public function spentInPeriodWoBudget(Collection $accounts, Carbon $start, Carbon $end): string
|
|
{
|
|
/** @var JournalCollectorInterface $collector */
|
|
$collector = app(JournalCollectorInterface::class);
|
|
$collector->setUser($this->user);
|
|
$collector->setRange($start, $end)->setTypes([TransactionType::WITHDRAWAL])->withoutBudget();
|
|
|
|
if ($accounts->count() > 0) {
|
|
$collector->setAccounts($accounts);
|
|
}
|
|
if ($accounts->count() === 0) {
|
|
$collector->setAllAssetAccounts();
|
|
}
|
|
|
|
$set = $collector->getJournals();
|
|
$set = $set->filter(
|
|
function (Transaction $transaction) {
|
|
if (bccomp($transaction->transaction_amount, '0') === -1) {
|
|
return $transaction;
|
|
}
|
|
|
|
return null;
|
|
}
|
|
);
|
|
|
|
$sum = strval($set->sum('transaction_amount'));
|
|
|
|
return $sum;
|
|
}
|
|
|
|
/**
|
|
* @param array $data
|
|
*
|
|
* @return Budget
|
|
*/
|
|
public function store(array $data): Budget
|
|
{
|
|
$newBudget = new Budget(
|
|
[
|
|
'user_id' => $this->user->id,
|
|
'name' => $data['name'],
|
|
]
|
|
);
|
|
$newBudget->save();
|
|
|
|
return $newBudget;
|
|
}
|
|
|
|
/**
|
|
* @param Budget $budget
|
|
* @param array $data
|
|
*
|
|
* @return Budget
|
|
*/
|
|
public function update(Budget $budget, array $data): Budget
|
|
{
|
|
// update the account:
|
|
$budget->name = $data['name'];
|
|
$budget->active = $data['active'];
|
|
$budget->save();
|
|
|
|
return $budget;
|
|
}
|
|
|
|
/**
|
|
* @param Budget $budget
|
|
* @param Carbon $start
|
|
* @param Carbon $end
|
|
* @param int $amount
|
|
*
|
|
* @return BudgetLimit
|
|
*/
|
|
public function updateLimitAmount(Budget $budget, Carbon $start, Carbon $end, int $amount): BudgetLimit
|
|
{
|
|
// count the limits:
|
|
$limits = $budget->budgetlimits()
|
|
->where('budget_limits.start_date', $start->format('Y-m-d'))
|
|
->where('budget_limits.end_date', $end->format('Y-m-d'))
|
|
->get(['budget_limits.*'])->count();
|
|
// there might be a budget limit for these dates:
|
|
/** @var BudgetLimit $limit */
|
|
$limit = $budget->budgetlimits()
|
|
->where('budget_limits.start_date', $start->format('Y-m-d'))
|
|
->where('budget_limits.end_date', $end->format('Y-m-d'))
|
|
->first(['budget_limits.*']);
|
|
|
|
// if more than 1 limit found, delete the others:
|
|
if ($limits > 1 && !is_null($limit)) {
|
|
$budget->budgetlimits()
|
|
->where('budget_limits.start_date', $start->format('Y-m-d'))
|
|
->where('budget_limits.end_date', $end->format('Y-m-d'))
|
|
->where('budget_limits.id', '!=', $limit->id)->delete();
|
|
}
|
|
|
|
// delete if amount is zero.
|
|
if (!is_null($limit) && $amount <= 0.0) {
|
|
$limit->delete();
|
|
|
|
return new BudgetLimit;
|
|
}
|
|
// update if exists:
|
|
if (!is_null($limit)) {
|
|
$limit->amount = $amount;
|
|
$limit->save();
|
|
|
|
return $limit;
|
|
}
|
|
|
|
// or create one and return it.
|
|
$limit = new BudgetLimit;
|
|
$limit->budget()->associate($budget);
|
|
$limit->start_date = $start;
|
|
$limit->end_date = $end;
|
|
$limit->amount = $amount;
|
|
$limit->save();
|
|
|
|
return $limit;
|
|
}
|
|
}
|