mirror of
https://github.com/firefly-iii/firefly-iii.git
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558 lines
26 KiB
PHP
558 lines
26 KiB
PHP
<?php
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/**
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* BudgetController.php
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* Copyright (c) 2019 thegrumpydictator@gmail.com
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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\Http\Controllers\Report;
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use Carbon\Carbon;
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use FireflyIII\Http\Controllers\Controller;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\Budget;
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use FireflyIII\Models\BudgetLimit;
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use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
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use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
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use FireflyIII\Repositories\Budget\NoBudgetRepositoryInterface;
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use FireflyIII\Repositories\Budget\OperationsRepositoryInterface;
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use FireflyIII\Support\CacheProperties;
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use FireflyIII\Support\Http\Controllers\BasicDataSupport;
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use Illuminate\Contracts\View\Factory;
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use Illuminate\Support\Collection;
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use Illuminate\View\View;
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use Log;
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use Throwable;
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/**
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* Class BudgetController.
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*/
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class BudgetController extends Controller
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{
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use BasicDataSupport;
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/** @var BudgetLimitRepositoryInterface */
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private $blRepository;
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/** @var NoBudgetRepositoryInterface */
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private $nbRepository;
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/** @var OperationsRepositoryInterface */
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private $opsRepository;
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/** @var BudgetRepositoryInterface */
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private $repository;
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/**
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* ExpenseReportController constructor.
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*
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* @codeCoverageIgnore
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*/
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public function __construct()
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{
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parent::__construct();
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$this->middleware(
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function ($request, $next) {
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$this->opsRepository = app(OperationsRepositoryInterface::class);
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$this->repository = app(BudgetRepositoryInterface::class);
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$this->blRepository = app(BudgetLimitRepositoryInterface::class);
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$this->nbRepository = app(NoBudgetRepositoryInterface::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 Collection $accounts
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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 Factory|View
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*/
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public function accountPerBudget(Collection $accounts, Collection $budgets, Carbon $start, Carbon $end)
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{
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$spent = $this->opsRepository->listExpenses($start, $end, $accounts, $budgets);
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$report = [];
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/** @var Account $account */
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foreach ($accounts as $account) {
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$accountId = $account->id;
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$report[$accountId] = $report[$accountId] ?? [
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'name' => $account->name,
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'id' => $account->id,
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'iban' => $account->iban,
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'currencies' => [],
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];
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}
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// loop expenses.
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foreach ($spent as $currency) {
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$currencyId = $currency['currency_id'];
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foreach ($currency['budgets'] as $budget) {
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foreach ($budget['transaction_journals'] as $journal) {
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$sourceAccountId = $journal['source_account_id'];
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$report[$sourceAccountId]['currencies'][$currencyId] = $report[$sourceAccountId]['currencies'][$currencyId] ?? [
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'currency_id' => $currency['currency_id'],
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'currency_symbol' => $currency['currency_symbol'],
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'currency_name' => $currency['currency_name'],
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'currency_decimal_places' => $currency['currency_decimal_places'],
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'budgets' => [],
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];
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$report[$sourceAccountId]['currencies'][$currencyId]['budgets'][$budget['id']]
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= $report[$sourceAccountId]['currencies'][$currencyId]['budgets'][$budget['id']]
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?? '0';
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$report[$sourceAccountId]['currencies'][$currencyId]['budgets'][$budget['id']] = bcadd(
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$report[$sourceAccountId]['currencies'][$currencyId]['budgets'][$budget['id']], $journal['amount']
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);
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}
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}
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}
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return view('reports.budget.partials.account-per-budget', compact('report', 'budgets'));
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}
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/**
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* @param Collection $accounts
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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 Factory|View
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*/
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public function accounts(Collection $accounts, Collection $budgets, Carbon $start, Carbon $end)
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{
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$spent = $this->opsRepository->listExpenses($start, $end, $accounts, $budgets);
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$report = [];
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$sums = [];
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/** @var Account $account */
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foreach ($accounts as $account) {
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$accountId = $account->id;
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$report[$accountId] = $report[$accountId] ?? [
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'name' => $account->name,
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'id' => $account->id,
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'iban' => $account->iban,
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'currencies' => [],
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];
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}
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// loop expenses.
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foreach ($spent as $currency) {
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$currencyId = $currency['currency_id'];
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$sums[$currencyId] = $sums[$currencyId] ?? [
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'currency_id' => $currency['currency_id'],
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'currency_symbol' => $currency['currency_symbol'],
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'currency_name' => $currency['currency_name'],
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'currency_decimal_places' => $currency['currency_decimal_places'],
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'sum' => '0',
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];
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foreach ($currency['budgets'] as $budget) {
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foreach ($budget['transaction_journals'] as $journal) {
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$sourceAccountId = $journal['source_account_id'];
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$report[$sourceAccountId]['currencies'][$currencyId] = $report[$sourceAccountId]['currencies'][$currencyId] ?? [
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'currency_id' => $currency['currency_id'],
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'currency_symbol' => $currency['currency_symbol'],
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'currency_name' => $currency['currency_name'],
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'currency_decimal_places' => $currency['currency_decimal_places'],
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'sum' => '0',
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];
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$report[$sourceAccountId]['currencies'][$currencyId]['sum'] = bcadd(
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$report[$sourceAccountId]['currencies'][$currencyId]['sum'], $journal['amount']
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);
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$sums[$currencyId]['sum'] = bcadd($sums[$currencyId]['sum'], $journal['amount']);
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}
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}
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}
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return view('reports.budget.partials.accounts', compact('sums', 'report'));
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}
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/**
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* @param Collection $accounts
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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|string
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*/
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public function avgExpenses(Collection $accounts, Collection $budgets, Carbon $start, Carbon $end)
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{
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$spent = $this->opsRepository->listExpenses($start, $end, $accounts, $budgets);
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$result = [];
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foreach ($spent as $currency) {
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$currencyId = $currency['currency_id'];
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foreach ($currency['budgets'] as $budget) {
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foreach ($budget['transaction_journals'] as $journal) {
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$destinationId = $journal['destination_account_id'];
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$key = sprintf('%d-%d', $destinationId, $currency['currency_id']);
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$result[$key] = $result[$key] ?? [
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'transactions' => 0,
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'sum' => '0',
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'avg' => '0',
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'avg_float' => 0,
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'destination_account_name' => $journal['destination_account_name'],
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'destination_account_id' => $journal['destination_account_id'],
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'currency_id' => $currency['currency_id'],
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'currency_name' => $currency['currency_name'],
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'currency_symbol' => $currency['currency_symbol'],
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'currency_decimal_places' => $currency['currency_decimal_places'],
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];
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$result[$key]['transactions']++;
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$result[$key]['sum'] = bcadd($journal['amount'], $result[$key]['sum']);
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$result[$key]['avg'] = bcdiv($result[$key]['sum'], (string)$result[$key]['transactions']);
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$result[$key]['avg_float'] = (float)$result[$key]['avg'];
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}
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}
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}
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// sort by amount_float
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// sort temp array by amount.
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$amounts = array_column($result, 'avg_float');
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array_multisort($amounts, SORT_ASC, $result);
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try {
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$result = view('reports.budget.partials.avg-expenses', compact('result'))->render();
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// @codeCoverageIgnoreStart
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} catch (Throwable $e) {
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Log::debug(sprintf('Could not render reports.partials.budget-period: %s', $e->getMessage()));
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$result = sprintf('Could not render view: %s', $e->getMessage());
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}
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return $result;
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}
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/**
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* @param Collection $accounts
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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 Factory|View
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*/
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public function budgets(Collection $accounts, Collection $budgets, Carbon $start, Carbon $end)
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{
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$spent = $this->opsRepository->listExpenses($start, $end, $accounts, $budgets);
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$sums = [];
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$report = [];
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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$budgetId = $budget->id;
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$report[$budgetId] = $report[$budgetId] ?? [
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'name' => $budget->name,
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'id' => $budget->id,
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'currencies' => [],
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];
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}
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foreach ($spent as $currency) {
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$currencyId = $currency['currency_id'];
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$sums[$currencyId] = $sums[$currencyId] ?? [
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'currency_id' => $currency['currency_id'],
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'currency_symbol' => $currency['currency_symbol'],
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'currency_name' => $currency['currency_name'],
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'currency_decimal_places' => $currency['currency_decimal_places'],
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'sum' => '0',
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];
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/** @var array $budget */
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foreach ($currency['budgets'] as $budget) {
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$budgetId = $budget['id'];
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foreach ($budget['transaction_journals'] as $journal) {
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// add currency info to report array:
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$report[$budgetId]['currencies'][$currencyId] = $report[$budgetId]['currencies'][$currencyId] ?? [
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'sum' => '0',
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'sum_pct' => '0',
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'currency_id' => $currency['currency_id'],
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'currency_symbol' => $currency['currency_symbol'],
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'currency_name' => $currency['currency_name'],
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'currency_decimal_places' => $currency['currency_decimal_places'],
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];
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$report[$budgetId]['currencies'][$currencyId]['sum'] = bcadd($report[$budgetId]['currencies'][$currencyId]['sum'], $journal['amount']);
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$sums[$currencyId]['sum'] = bcadd($sums[$currencyId]['sum'], $journal['amount']);
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}
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}
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}
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// loop again to get percentages.
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foreach ($report as $budgetId => $data) {
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foreach ($data['currencies'] as $currencyId => $dataX) {
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$sum = $dataX['sum'] ?? '0';
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$total = $sums[$currencyId]['sum'] ?? '0';
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$pct = '0';
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if (0 !== bccomp($sum, '0') && 0 !== bccomp($total, '9')) {
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$pct = round(bcmul(bcdiv($sum, $total), '100'));
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}
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$report[$budgetId]['currencies'][$currencyId]['sum_pct'] = $pct;
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}
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}
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return view('reports.budget.partials.budgets', compact('sums', 'report'));
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}
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/**
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* Show partial overview of budgets.
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* TODO can be replaced I think.
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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 mixed|string
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*/
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public function general(Collection $accounts, Carbon $start, Carbon $end)
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{
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$report = [
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'budgets' => [],
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'sums' => [],
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];
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$budgets = $this->repository->getBudgets();
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$defaultCurrency = app('amount')->getDefaultCurrency();
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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$budgetId = (int)$budget->id;
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$report['budgets'][$budgetId] = $report['budgets'][$budgetId] ?? [
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'budget_id' => $budgetId,
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'budget_name' => $budget->name,
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'no_budget' => false,
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'budget_limits' => [],
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];
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// get all budget limits for budget in period:
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$limits = $this->blRepository->getBudgetLimits($budget, $start, $end);
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/** @var BudgetLimit $limit */
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foreach ($limits as $limit) {
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$limitId = (int)$limit->id;
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$currency = $limit->transactionCurrency ?? $defaultCurrency;
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$currencyId = (int)$currency->id;
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$expenses = $this->opsRepository->sumExpenses($limit->start_date, $limit->end_date, $accounts, new Collection([$budget]));
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$spent = $expenses[$currencyId]['sum'] ?? '0';
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$left = -1 === bccomp(bcadd($limit->amount, $spent), '0') ? '0' : bcadd($limit->amount, $spent);
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$overspent = 1 === bccomp(bcmul($spent, '-1'), $limit->amount) ? bcadd($spent, $limit->amount) : '0';
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$report['budgets'][$budgetId]['budget_limits'][$limitId] = $report['budgets'][$budgetId]['budget_limits'][$limitId] ?? [
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'budget_limit_id' => $limitId,
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'start_date' => $limit->start_date,
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'end_date' => $limit->end_date,
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'budgeted' => $limit->amount,
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'budgeted_pct' => '0',
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'spent' => $spent,
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'spent_pct' => '0',
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'left' => $left,
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'overspent' => $overspent,
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'currency_id' => $currencyId,
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'currency_code' => $currency->code,
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'currency_name' => $currency->name,
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'currency_symbol' => $currency->symbol,
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'currency_decimal_places' => $currency->decimal_places,
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];
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// make sum information:
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$report['sums'][$currencyId]
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= $report['sums'][$currencyId] ?? [
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'budgeted' => '0',
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'spent' => '0',
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'left' => '0',
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'overspent' => '0',
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'currency_id' => $currencyId,
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'currency_code' => $currency->code,
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'currency_name' => $currency->name,
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'currency_symbol' => $currency->symbol,
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'currency_decimal_places' => $currency->decimal_places,
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];
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$report['sums'][$currencyId]['budgeted'] = bcadd($report['sums'][$currencyId]['budgeted'], $limit->amount);
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$report['sums'][$currencyId]['spent'] = bcadd($report['sums'][$currencyId]['spent'], $spent);
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$report['sums'][$currencyId]['left'] = bcadd($report['sums'][$currencyId]['left'], bcadd($limit->amount, $spent));
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$report['sums'][$currencyId]['overspent'] = bcadd($report['sums'][$currencyId]['overspent'], $overspent);
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}
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}
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// add no budget info.
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$report['budgets'][0] = $report['budgets'][0] ?? [
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'budget_id' => null,
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'budget_name' => null,
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'no_budget' => true,
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'budget_limits' => [],
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];
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$noBudget = $this->nbRepository->sumExpenses($start, $end);
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foreach ($noBudget as $noBudgetEntry) {
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$report['budgets'][0]['budget_limits'][] = [
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'budget_limit_id' => null,
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'start_date' => $start,
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'end_date' => $end,
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'budgeted' => '0',
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'budgeted_pct' => '0',
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'spent' => $noBudgetEntry['sum'],
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'spent_pct' => '0',
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'left' => '0',
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'overspent' => '0',
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'currency_id' => (int)($noBudgetEntry['currency_id'] ?? $defaultCurrency->id),
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'currency_code' => $noBudgetEntry['currency_code'] ?? $defaultCurrency->code,
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'currency_name' => $noBudgetEntry['currency_name'] ?? $defaultCurrency->name,
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'currency_symbol' => $noBudgetEntry['currency_symbol'] ?? $defaultCurrency->symbol,
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'currency_decimal_places' => $noBudgetEntry['currency_decimal_places'] ?? $defaultCurrency->decimal_places,
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];
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$report['sums'][$noBudgetEntry['currency_id']]['spent']
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= bcadd($report['sums'][$noBudgetEntry['currency_id']]['spent'] ?? '0', $noBudgetEntry['sum']);
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}
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// make percentages based on total amount.
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foreach ($report['budgets'] as $budgetId => $data) {
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foreach ($data['budget_limits'] as $limitId => $entry) {
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$budgetId = (int)$budgetId;
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$limitId = (int)$limitId;
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$currencyId = (int)$entry['currency_id'];
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$spent = $entry['spent'];
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$totalSpent = $report['sums'][$currencyId]['spent'] ?? '0';
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$spentPct = '0';
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$budgeted = $entry['budgeted'];
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$totalBudgeted = $report['sums'][$currencyId]['budgeted'] ?? '0';
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$budgetedPct = '0';
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if (0 !== bccomp($spent, '0') && 0 !== bccomp($totalSpent, '0')) {
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$spentPct = round(bcmul(bcdiv($spent, $totalSpent), '100'));
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}
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if (0 !== bccomp($budgeted, '0') && 0 !== bccomp($totalBudgeted, '0')) {
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$budgetedPct = round(bcmul(bcdiv($budgeted, $totalBudgeted), '100'));
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}
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$report['sums'][$currencyId]['budgeted'] = $report['sums'][$currencyId]['budgeted'] ?? '0';
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$report['budgets'][$budgetId]['budget_limits'][$limitId]['spent_pct'] = $spentPct;
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$report['budgets'][$budgetId]['budget_limits'][$limitId]['budgeted_pct'] = $budgetedPct;
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}
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}
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return view('reports.partials.budgets', compact('report'))->render();
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}
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/**
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* Show budget overview for a period.
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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 mixed|string
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*/
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public function period(Collection $accounts, Carbon $start, Carbon $end)
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{
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$cache = new CacheProperties;
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty('budget-period-report');
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|
$cache->addProperty($accounts->pluck('id')->toArray());
|
|
if ($cache->has()) {
|
|
return $cache->get(); // @codeCoverageIgnore
|
|
}
|
|
|
|
$periods = app('navigation')->listOfPeriods($start, $end);
|
|
$keyFormat = app('navigation')->preferredCarbonFormat($start, $end);
|
|
|
|
|
|
// list expenses for budgets in account(s)
|
|
$expenses = $this->opsRepository->listExpenses($start, $end, $accounts);
|
|
|
|
$report = [];
|
|
foreach ($expenses as $currency) {
|
|
foreach ($currency['budgets'] as $budget) {
|
|
$count = 0;
|
|
foreach ($budget['transaction_journals'] as $journal) {
|
|
$count++;
|
|
$key = sprintf('%d-%d', $budget['id'], $currency['currency_id']);
|
|
$dateKey = $journal['date']->format($keyFormat);
|
|
$report[$key] = $report[$key] ?? [
|
|
'id' => $budget['id'],
|
|
'name' => sprintf('%s (%s)', $budget['name'], $currency['currency_name']),
|
|
'sum' => '0',
|
|
'currency_id' => $currency['currency_id'],
|
|
'currency_name' => $currency['currency_name'],
|
|
'currency_symbol' => $currency['currency_symbol'],
|
|
'currency_code' => $currency['currency_code'],
|
|
'currency_decimal_places' => $currency['currency_decimal_places'],
|
|
'entries' => [],
|
|
];
|
|
$report[$key]['entries'][$dateKey] = $report[$key] ['entries'][$dateKey] ?? '0';
|
|
$report[$key]['entries'][$dateKey] = bcadd($journal['amount'], $report[$key] ['entries'][$dateKey]);
|
|
$report[$key]['sum'] = bcadd($report[$key] ['sum'], $journal['amount']);
|
|
$report[$key]['avg'] = bcdiv($report[$key]['sum'], (string)$count);
|
|
}
|
|
}
|
|
}
|
|
try {
|
|
$result = view('reports.partials.budget-period', compact('report', 'periods'))->render();
|
|
// @codeCoverageIgnoreStart
|
|
} catch (Throwable $e) {
|
|
Log::debug(sprintf('Could not render reports.partials.budget-period: %s', $e->getMessage()));
|
|
$result = 'Could not render view.';
|
|
}
|
|
// @codeCoverageIgnoreEnd
|
|
$cache->store($result);
|
|
|
|
return $result;
|
|
}
|
|
|
|
/**
|
|
* @param Collection $accounts
|
|
* @param Collection $budgets
|
|
* @param Carbon $start
|
|
* @param Carbon $end
|
|
*
|
|
* @return array|string
|
|
*/
|
|
public function topExpenses(Collection $accounts, Collection $budgets, Carbon $start, Carbon $end)
|
|
{
|
|
$spent = $this->opsRepository->listExpenses($start, $end, $accounts, $budgets);
|
|
$result = [];
|
|
foreach ($spent as $currency) {
|
|
$currencyId = $currency['currency_id'];
|
|
foreach ($currency['budgets'] as $budget) {
|
|
foreach ($budget['transaction_journals'] as $journal) {
|
|
$result[] = [
|
|
'description' => $journal['description'],
|
|
'transaction_group_id' => $journal['transaction_group_id'],
|
|
'amount_float' => (float)$journal['amount'],
|
|
'amount' => $journal['amount'],
|
|
'date' => $journal['date']->formatLocalized($this->monthAndDayFormat),
|
|
'destination_account_name' => $journal['destination_account_name'],
|
|
'destination_account_id' => $journal['destination_account_id'],
|
|
'currency_id' => $currency['currency_id'],
|
|
'currency_name' => $currency['currency_name'],
|
|
'currency_symbol' => $currency['currency_symbol'],
|
|
'currency_decimal_places' => $currency['currency_decimal_places'],
|
|
'budget_id' => $budget['id'],
|
|
'budget_name' => $budget['name'],
|
|
];
|
|
}
|
|
}
|
|
}
|
|
// sort by amount_float
|
|
// sort temp array by amount.
|
|
$amounts = array_column($result, 'amount_float');
|
|
array_multisort($amounts, SORT_ASC, $result);
|
|
|
|
try {
|
|
$result = view('reports.budget.partials.top-expenses', compact('result'))->render();
|
|
// @codeCoverageIgnoreStart
|
|
} catch (Throwable $e) {
|
|
Log::debug(sprintf('Could not render reports.partials.budget-period: %s', $e->getMessage()));
|
|
$result = sprintf('Could not render view: %s', $e->getMessage());
|
|
}
|
|
|
|
return $result;
|
|
}
|
|
|
|
}
|