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https://github.com/firefly-iii/firefly-iii.git
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438 lines
18 KiB
PHP
438 lines
18 KiB
PHP
<?php
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/*
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* AccountTransformer.php
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* Copyright (c) 2022 james@firefly-iii.org
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*
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* This file is part of Firefly III (https://github.com/firefly-iii).
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*
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* This program is free software: you can redistribute it and/or modify
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* it under the terms of the GNU Affero General Public License as
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* published by the Free Software Foundation, either version 3 of the
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* License, or (at your option) any later version.
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*
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* This program 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 Affero General Public License for more details.
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*
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* You should have received a copy of the GNU Affero General Public License
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* along with this program. If not, see <https://www.gnu.org/licenses/>.
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*/
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declare(strict_types=1);
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namespace FireflyIII\Transformers\V2;
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use Carbon\Carbon;
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use FireflyIII\Exceptions\FireflyException;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\AccountType;
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use FireflyIII\Models\TransactionCurrency;
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use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
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use FireflyIII\Repositories\UserGroups\Currency\CurrencyRepositoryInterface;
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use Illuminate\Support\Collection;
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use Illuminate\Support\Facades\Log;
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/**
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* Class AccountTransformer
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*/
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class AccountTransformer extends AbstractTransformer
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{
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private array $accountMeta;
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private array $accountTypes;
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private array $balanceDifferences;
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private array $convertedBalances;
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private array $currencies;
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private TransactionCurrency $default;
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private array $fullTypes;
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private array $lastActivity;
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private array $objectGroups;
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private array $balances;
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/**
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* This method collects meta-data for one or all accounts in the transformer's collection.
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*/
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public function collectMetaData(Collection $objects): Collection
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{
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$this->currencies = [];
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$this->balances = [];
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$this->accountMeta = [];
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$this->accountTypes = [];
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$this->fullTypes = [];
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$this->lastActivity = [];
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$this->objectGroups = [];
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$this->convertedBalances = [];
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$this->balanceDifferences = [];
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Log::debug(sprintf('collectMetaData on %d object(s)', $objects->count()));
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// first collect all the "heavy" stuff that relies on ALL data to be present.
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// get last activity:
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$this->getLastActivity($objects);
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// get balances of all accounts
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$this->getMetaBalances($objects);
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// get default currency:
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$this->getDefaultCurrency();
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// collect currency and other meta-data:
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$this->collectAccountMetaData($objects);
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// get account types:
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$this->collectAccountTypes($objects);
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// add balance difference
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if (null !== $this->parameters->get('start') && null !== $this->parameters->get('end')) {
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$this->getBalanceDifference($objects, $this->parameters->get('start'), $this->parameters->get('end'));
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}
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// get object groups
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$this->getObjectGroups($objects);
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// sort:
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$objects = $this->sortAccounts($objects);
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// if pagination is disabled, do it now:
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if (true === $this->parameters->get('disablePagination')) {
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$page = (int) $this->parameters->get('page');
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$size = (int) $this->parameters->get('pageSize');
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$objects = $objects->slice(($page - 1) * $size, $size);
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}
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return $objects;
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}
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private function getLastActivity(Collection $accounts): void
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{
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/** @var AccountRepositoryInterface $accountRepository */
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$accountRepository = app(AccountRepositoryInterface::class);
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$lastActivity = $accountRepository->getLastActivity($accounts);
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foreach ($lastActivity as $row) {
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$this->lastActivity[(int) $row['account_id']] = Carbon::parse($row['date_max'], config('app.timezone'));
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}
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}
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private function getMetaBalances(Collection $accounts): void
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{
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try {
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$this->convertedBalances = app('steam')->finalAccountsBalance($accounts, $this->getDate());
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} catch (FireflyException $e) {
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Log::error($e->getMessage());
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}
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}
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private function getDate(): Carbon
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{
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$date = today(config('app.timezone'));
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if (null !== $this->parameters->get('date')) {
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$date = $this->parameters->get('date');
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}
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return $date;
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}
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private function getDefaultCurrency(): void
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{
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$this->default = app('amount')->getDefaultCurrency();
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}
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private function collectAccountMetaData(Collection $accounts): void
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{
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/** @var CurrencyRepositoryInterface $repository */
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$repository = app(CurrencyRepositoryInterface::class);
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/** @var AccountRepositoryInterface $accountRepository */
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$accountRepository = app(AccountRepositoryInterface::class);
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$metaFields = $accountRepository->getMetaValues($accounts, ['currency_id', 'account_role', 'account_number', 'liability_direction', 'interest', 'interest_period', 'current_debt']);
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$currencyIds = $metaFields->where('name', 'currency_id')->pluck('data')->toArray();
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$currencies = $repository->getByIds($currencyIds);
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foreach ($currencies as $currency) {
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$id = $currency->id;
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$this->currencies[$id] = $currency;
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}
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foreach ($metaFields as $entry) {
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$id = $entry->account_id;
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$this->accountMeta[$id][$entry->name] = $entry->data;
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}
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}
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private function collectAccountTypes(Collection $accounts): void
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{
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/** @var AccountRepositoryInterface $accountRepository */
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$accountRepository = app(AccountRepositoryInterface::class);
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$accountTypes = $accountRepository->getAccountTypes($accounts);
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/** @var AccountType $row */
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foreach ($accountTypes as $row) {
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$this->accountTypes[$row->id] = (string) config(sprintf('firefly.shortNamesByFullName.%s', $row->type));
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$this->fullTypes[$row->id] = $row->type;
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}
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}
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private function getBalanceDifference(Collection $accounts, Carbon $start, Carbon $end): void
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{
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if ('en_US' === config('app.fallback_locale')) {
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throw new FireflyException('Used deprecated method, rethink this.');
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}
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// collect balances, start and end for both native and converted.
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// yes the b is usually used for boolean by idiots but here it's for balance.
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$bStart = [];
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$bEnd = [];
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try {
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$bStart = app('steam')->finalAccountsBalance($accounts, $start);
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$bEnd = app('steam')->finalAccountsBalance($accounts, $end);
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} catch (FireflyException $e) {
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Log::error($e->getMessage());
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}
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/** @var Account $account */
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foreach ($accounts as $account) {
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$id = $account->id;
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if (array_key_exists($id, $bStart) && array_key_exists($id, $bEnd)) {
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$this->balanceDifferences[$id] = [
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'balance' => bcsub($bEnd[$id]['balance'], $bStart[$id]['balance']),
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'native_balance' => bcsub($bEnd[$id]['native_balance'], $bStart[$id]['native_balance']),
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];
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}
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}
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}
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private function getObjectGroups(Collection $accounts): void
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{
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/** @var AccountRepositoryInterface $accountRepository */
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$accountRepository = app(AccountRepositoryInterface::class);
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$this->objectGroups = $accountRepository->getObjectGroups($accounts);
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}
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private function sortAccounts(Collection $accounts): Collection
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{
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/** @var null|array $sort */
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$sort = $this->parameters->get('sort');
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if (null === $sort || 0 === count($sort)) {
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return $accounts;
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}
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/**
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* @var string $column
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* @var string $direction
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*/
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foreach ($sort as $column => $direction) {
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// account_number + iban
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if ('iban' === $column) {
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$accounts = $this->sortByIban($accounts, $direction);
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}
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if ('balance' === $column) {
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$accounts = $this->sortByBalance($accounts, $direction);
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}
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if ('last_activity' === $column) {
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$accounts = $this->sortByLastActivity($accounts, $direction);
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}
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if ('balance_difference' === $column) {
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$accounts = $this->sortByBalanceDifference($accounts, $direction);
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}
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if ('current_debt' === $column) {
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$accounts = $this->sortByCurrentDebt($accounts, $direction);
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}
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}
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return $accounts;
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}
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private function sortByIban(Collection $accounts, string $direction): Collection
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{
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$meta = $this->accountMeta;
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return $accounts->sort(function (Account $left, Account $right) use ($meta, $direction) {
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$leftIban = trim(sprintf('%s%s', $left->iban, $meta[$left->id]['account_number'] ?? ''));
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$rightIban = trim(sprintf('%s%s', $right->iban, $meta[$right->id]['account_number'] ?? ''));
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if ('asc' === $direction) {
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return strcasecmp($leftIban, $rightIban);
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}
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return strcasecmp($rightIban, $leftIban);
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});
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}
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private function sortByBalance(Collection $accounts, string $direction): Collection
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{
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$balances = $this->convertedBalances;
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return $accounts->sort(function (Account $left, Account $right) use ($balances, $direction) {
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$leftBalance = (float) ($balances[$left->id]['native_balance'] ?? 0);
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$rightBalance = (float) ($balances[$right->id]['native_balance'] ?? 0);
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if ('asc' === $direction) {
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return $leftBalance <=> $rightBalance;
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}
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return $rightBalance <=> $leftBalance;
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});
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}
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private function sortByLastActivity(Collection $accounts, string $direction): Collection
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{
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$dates = $this->lastActivity;
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return $accounts->sort(function (Account $left, Account $right) use ($dates, $direction) {
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$leftDate = $dates[$left->id] ?? Carbon::create(1900, 1, 1, 0, 0, 0);
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$rightDate = $dates[$right->id] ?? Carbon::create(1900, 1, 1, 0, 0, 0);
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if ('asc' === $direction) {
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return $leftDate->gt($rightDate) ? 1 : -1;
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}
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return $rightDate->gt($leftDate) ? 1 : -1;
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});
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}
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private function sortByBalanceDifference(Collection $accounts, string $direction): Collection
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{
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$balances = $this->balanceDifferences;
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return $accounts->sort(function (Account $left, Account $right) use ($balances, $direction) {
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$leftBalance = (float) ($balances[$left->id]['native_balance'] ?? 0);
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$rightBalance = (float) ($balances[$right->id]['native_balance'] ?? 0);
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if ('asc' === $direction) {
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return $leftBalance <=> $rightBalance;
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}
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return $rightBalance <=> $leftBalance;
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});
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}
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private function sortByCurrentDebt(Collection $accounts, string $direction): Collection
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{
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$amounts = $this->accountMeta;
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return $accounts->sort(function (Account $left, Account $right) use ($amounts, $direction) {
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$leftCurrent = (float) ($amounts[$left->id]['current_debt'] ?? 0);
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$rightCurrent = (float) ($amounts[$right->id]['current_debt'] ?? 0);
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if ('asc' === $direction) {
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return $leftCurrent <=> $rightCurrent;
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}
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return $rightCurrent <=> $leftCurrent;
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});
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}
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/**
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* Transform the account.
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*/
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public function transform(Account $account): array
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{
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$id = $account->id;
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// various meta
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$accountRole = $this->accountMeta[$id]['account_role'] ?? null;
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$accountType = $this->accountTypes[$id];
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$order = $account->order;
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// liability type
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$liabilityType = 'liabilities' === $accountType ? $this->fullTypes[$id] : null;
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$liabilityDirection = $this->accountMeta[$id]['liability_direction'] ?? null;
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$interest = $this->accountMeta[$id]['interest'] ?? null;
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$interestPeriod = $this->accountMeta[$id]['interest_period'] ?? null;
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$currentDebt = $this->accountMeta[$id]['current_debt'] ?? null;
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// no currency? use default
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$currency = $this->default;
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if (array_key_exists($id, $this->accountMeta) && 0 !== (int) ($this->accountMeta[$id]['currency_id'] ?? 0)) {
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$currency = $this->currencies[(int) $this->accountMeta[$id]['currency_id']];
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}
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// amounts and calculation.
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$balance = $this->balances[$id]['balance'] ?? null;
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$nativeBalance = $this->convertedBalances[$id]['native_balance'] ?? null;
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// no order for some accounts:
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if (!in_array(strtolower($accountType), ['liability', 'liabilities', 'asset'], true)) {
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$order = null;
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}
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// object group
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$objectGroupId = $this->objectGroups[$id]['id'] ?? null;
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$objectGroupOrder = $this->objectGroups[$id]['order'] ?? null;
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$objectGroupTitle = $this->objectGroups[$id]['title'] ?? null;
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// balance difference
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$diffStart = null;
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$diffEnd = null;
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$balanceDiff = null;
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$nativeBalanceDiff = null;
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if (null !== $this->parameters->get('start') && null !== $this->parameters->get('end')) {
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$diffStart = $this->parameters->get('start')->toAtomString();
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$diffEnd = $this->parameters->get('end')->toAtomString();
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$balanceDiff = $this->balanceDifferences[$id]['balance'] ?? null;
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$nativeBalanceDiff = $this->balanceDifferences[$id]['native_balance'] ?? null;
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}
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return [
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'id' => (string) $account->id,
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'created_at' => $account->created_at->toAtomString(),
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'updated_at' => $account->updated_at->toAtomString(),
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'active' => $account->active,
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'order' => $order,
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'name' => $account->name,
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'iban' => '' === (string) $account->iban ? null : $account->iban,
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'account_number' => $this->accountMeta[$id]['account_number'] ?? null,
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'type' => strtolower($accountType),
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'account_role' => $accountRole,
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'currency_id' => (string) $currency->id,
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'currency_code' => $currency->code,
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'currency_symbol' => $currency->symbol,
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'currency_decimal_places' => $currency->decimal_places,
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'native_currency_id' => (string) $this->default->id,
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'native_currency_code' => $this->default->code,
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'native_currency_symbol' => $this->default->symbol,
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'native_currency_decimal_places' => $this->default->decimal_places,
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// balance:
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'current_balance' => $balance,
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'native_current_balance' => $nativeBalance,
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'current_balance_date' => $this->getDate()->endOfDay()->toAtomString(),
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// balance difference
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'balance_difference' => $balanceDiff,
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'native_balance_difference' => $nativeBalanceDiff,
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'balance_difference_start' => $diffStart,
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'balance_difference_end' => $diffEnd,
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// more meta
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'last_activity' => array_key_exists($id, $this->lastActivity) ? $this->lastActivity[$id]->toAtomString() : null,
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// liability stuff
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'liability_type' => $liabilityType,
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'liability_direction' => $liabilityDirection,
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'interest' => $interest,
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'interest_period' => $interestPeriod,
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'current_debt' => $currentDebt,
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// object group
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'object_group_id' => null !== $objectGroupId ? (string) $objectGroupId : null,
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'object_group_order' => $objectGroupOrder,
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'object_group_title' => $objectGroupTitle,
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// 'notes' => $this->repository->getNoteText($account),
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// 'monthly_payment_date' => $monthlyPaymentDate,
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// 'credit_card_type' => $creditCardType,
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// 'bic' => $this->repository->getMetaValue($account, 'BIC'),
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// 'virtual_balance' => number_format((float) $account->virtual_balance, $decimalPlaces, '.', ''),
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// 'opening_balance' => $openingBalance,
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// 'opening_balance_date' => $openingBalanceDate,
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// 'include_net_worth' => $includeNetWorth,
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// 'longitude' => $longitude,
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// 'latitude' => $latitude,
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// 'zoom_level' => $zoomLevel,
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'links' => [
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[
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'rel' => 'self',
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'uri' => '/accounts/'.$account->id,
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],
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],
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];
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}
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}
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