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https://github.com/firefly-iii/firefly-iii.git
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602 lines
24 KiB
PHP
602 lines
24 KiB
PHP
<?php
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/**
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* PeriodOverview.php
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* Copyright (c) 2018 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\Support\Http\Controllers;
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use Carbon\Carbon;
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use FireflyIII\Helpers\Collector\GroupCollectorInterface;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\Category;
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use FireflyIII\Models\Tag;
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use FireflyIII\Models\Transaction;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Support\CacheProperties;
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use Illuminate\Support\Collection;
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use Log;
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/**
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* Trait PeriodOverview.
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*
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* TODO verify this all works as expected.
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*
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* - Always request start date and end date.
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* - Group expenses, income, etc. under this period.
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* - Returns collection of arrays. Fields
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* title (string),
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* route (string)
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* total_transactions (int)
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* spent (array),
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* earned (array),
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* transferred_away (array)
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* transferred_in (array)
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* transferred (array)
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*
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* each array has the following format:
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* currency_id => [
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* currency_id : 1, (int)
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* currency_symbol : X (str)
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* currency_name: Euro (str)
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* currency_code: EUR (str)
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* amount: -1234 (str)
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* count: 23
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* ]
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*
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*/
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trait PeriodOverview
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{
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/**
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* This method returns "period entries", so nov-2015, dec-2015, etc etc (this depends on the users session range)
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* and for each period, the amount of money spent and earned. This is a complex operation which is cached for
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* performance reasons.
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*
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* @param Account $account The account involved
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* @param Carbon $date The start date.
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* @param Carbon $end The end date.
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*
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* @return array
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*/
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protected function getAccountPeriodOverview(Account $account, Carbon $start, Carbon $end): array
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{
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$range = app('preferences')->get('viewRange', '1M')->data;
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[$start, $end] = $end < $start ? [$end, $start] : [$start, $end];
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// properties for cache
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$cache = new CacheProperties;
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty('account-show-period-entries');
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$cache->addProperty($account->id);
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if ($cache->has()) {
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return $cache->get(); // @codeCoverageIgnore
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}
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/** @var array $dates */
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$dates = app('navigation')->blockPeriods($start, $end, $range);
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$entries = [];
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// collect all expenses in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setAccounts(new Collection([$account]));
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::DEPOSIT]);
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$earnedSet = $collector->getExtractedJournals();
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// collect all income in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setAccounts(new Collection([$account]));
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::WITHDRAWAL]);
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$spentSet = $collector->getExtractedJournals();
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// collect all transfers in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setAccounts(new Collection([$account]));
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::TRANSFER]);
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$transferSet = $collector->getExtractedJournals();
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// loop dates
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foreach ($dates as $currentDate) {
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$title = app('navigation')->periodShow($currentDate['start'], $currentDate['period']);
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$earned = $this->filterJournalsByDate($earnedSet, $currentDate['start'], $currentDate['end']);
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$spent = $this->filterJournalsByDate($spentSet, $currentDate['start'], $currentDate['end']);
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$transferredAway = $this->filterTransferredAway($account, $this->filterJournalsByDate($transferSet, $currentDate['start'], $currentDate['end']));
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$transferredIn = $this->filterTransferredIn($account, $this->filterJournalsByDate($transferSet, $currentDate['start'], $currentDate['end']));
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$entries[] =
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[
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'title' => $title,
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'route' =>
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route('accounts.show', [$account->id, $currentDate['start']->format('Y-m-d'), $currentDate['end']->format('Y-m-d')]),
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'total_transactions' => count($spent) + count($earned) + count($transferredAway) + count($transferredIn),
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'spent' => $this->groupByCurrency($spent),
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'earned' => $this->groupByCurrency($earned),
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'transferred_away' => $this->groupByCurrency($transferredAway),
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'transferred_in' => $this->groupByCurrency($transferredIn),
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];
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}
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$cache->store($entries);
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return $entries;
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}
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/**
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* Overview for single category. Has been refactored recently.
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*
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* @param Category $category
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* @param Carbon $start
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* @param Carbon $end
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* @return array
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*/
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protected function getCategoryPeriodOverview(Category $category, Carbon $start, Carbon $end): array
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{
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$range = app('preferences')->get('viewRange', '1M')->data;
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[$start, $end] = $end < $start ? [$end, $start] : [$start, $end];
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// properties for entries with their amounts.
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$cache = new CacheProperties();
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty($range);
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$cache->addProperty('category-show-period-entries');
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$cache->addProperty($category->id);
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if ($cache->has()) {
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return $cache->get(); // @codeCoverageIgnore
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}
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/** @var array $dates */
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$dates = app('navigation')->blockPeriods($start, $end, $range);
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$entries = [];
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// collect all expenses in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setCategory($category);
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::DEPOSIT]);
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$earnedSet = $collector->getExtractedJournals();
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// collect all income in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setCategory($category);
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::WITHDRAWAL]);
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$spentSet = $collector->getExtractedJournals();
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// collect all transfers in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setCategory($category);
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::TRANSFER]);
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$transferSet = $collector->getExtractedJournals();
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foreach ($dates as $currentDate) {
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$spent = $this->filterJournalsByDate($spentSet, $currentDate['start'], $currentDate['end']);
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$earned = $this->filterJournalsByDate($earnedSet, $currentDate['start'], $currentDate['end']);
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$transferred = $this->filterJournalsByDate($transferSet, $currentDate['start'], $currentDate['end']);
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$title = app('navigation')->periodShow($currentDate['end'], $currentDate['period']);
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$entries[] =
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[
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'transactions' => 0,
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'title' => $title,
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'route' => route('categories.show',
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[$category->id, $currentDate['start']->format('Y-m-d'), $currentDate['end']->format('Y-m-d')]),
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'total_transactions' => count($spent) + count($earned) + count($transferred),
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'spent' => $this->groupByCurrency($spent),
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'earned' => $this->groupByCurrency($earned),
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'transferred' => $this->groupByCurrency($transferred),
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];
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}
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$cache->store($entries);
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return $entries;
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}
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/**
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* Same as above, but for lists that involve transactions without a budget.
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*
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* This method has been refactored recently.
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*
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* @param Carbon $start
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* @param Carbon $date
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*
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* @return array
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*/
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protected function getNoBudgetPeriodOverview(Carbon $start, Carbon $end): array
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{
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$range = app('preferences')->get('viewRange', '1M')->data;
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[$start, $end] = $end < $start ? [$end, $start] : [$start, $end];
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$cache = new CacheProperties;
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty('no-budget-period-entries');
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if ($cache->has()) {
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return $cache->get(); // @codeCoverageIgnore
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}
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/** @var array $dates */
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$dates = app('navigation')->blockPeriods($start, $end, $range);
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$entries = [];
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// get all expenses without a budget.
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setRange($start, $end)->withoutBudget()->withAccountInformation()->setTypes([TransactionType::WITHDRAWAL]);
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$journals = $collector->getExtractedJournals();
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foreach ($dates as $currentDate) {
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$set = $this->filterJournalsByDate($journals, $currentDate['start'], $currentDate['end']);
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$title = app('navigation')->periodShow($currentDate['end'], $currentDate['period']);
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$entries[] =
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[
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'title' => $title,
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'route' => route('budgets.no-budget', [$currentDate['start']->format('Y-m-d'), $currentDate['end']->format('Y-m-d')]),
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'total_transactions' => count($set),
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'spent' => $this->groupByCurrency($set),
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'earned' => [],
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'transferred_away' => [],
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'transferred_in' => [],
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];
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}
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$cache->store($entries);
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return $entries;
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}
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/**
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* TODO fix date.
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*
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* Show period overview for no category view.
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*
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* @param Carbon $theDate
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*
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* @return array
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* @SuppressWarnings(PHPMD.ExcessiveMethodLength)
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*/
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protected function getNoCategoryPeriodOverview(Carbon $theDate): array
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{
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Log::debug(sprintf('Now in getNoCategoryPeriodOverview(%s)', $theDate->format('Y-m-d')));
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$range = app('preferences')->get('viewRange', '1M')->data;
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$first = $this->journalRepos->firstNull();
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$start = null === $first ? new Carbon : $first->date;
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$end = $theDate ?? new Carbon;
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Log::debug(sprintf('Start for getNoCategoryPeriodOverview() is %s', $start->format('Y-m-d')));
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Log::debug(sprintf('End for getNoCategoryPeriodOverview() is %s', $end->format('Y-m-d')));
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// properties for cache
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$cache = new CacheProperties;
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty('no-category-period-entries');
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if ($cache->has()) {
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return $cache->get(); // @codeCoverageIgnore
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}
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$dates = app('navigation')->blockPeriods($start, $end, $range);
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$entries = [];
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// collect all expenses in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->withoutCategory();
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::DEPOSIT]);
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$earnedSet = $collector->getExtractedJournals();
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// collect all income in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->withoutCategory();
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::WITHDRAWAL]);
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$spentSet = $collector->getExtractedJournals();
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// collect all transfers in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->withoutCategory();
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::TRANSFER]);
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$transferSet = $collector->getExtractedJournals();
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/** @var array $currentDate */
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foreach ($dates as $currentDate) {
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$spent = $this->filterJournalsByDate($spentSet, $currentDate['start'], $currentDate['end']);
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$earned = $this->filterJournalsByDate($earnedSet, $currentDate['start'], $currentDate['end']);
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$transferred = $this->filterJournalsByDate($transferSet, $currentDate['start'], $currentDate['end']);
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$title = app('navigation')->periodShow($currentDate['end'], $currentDate['period']);
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$entries[] =
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[
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'title' => $title,
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'route' => route('categories.no-category', [$currentDate['start']->format('Y-m-d'), $currentDate['end']->format('Y-m-d')]),
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'total_transactions' => count($spent) + count($earned) + count($transferred),
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'spent' => $this->groupByCurrency($spent),
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'earned' => $this->groupByCurrency($earned),
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'transferred' => $this->groupByCurrency($transferred),
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];
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}
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Log::debug('End of loops');
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$cache->store($entries);
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return $entries;
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}
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/**
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* This shows a period overview for a tag. It goes back in time and lists all relevant transactions and sums.
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*
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* @param Tag $tag
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*
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* @param Carbon $date
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*
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* @return array
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*/
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protected function getTagPeriodOverview(Tag $tag, Carbon $start, Carbon $end): array // period overview for tags.
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{
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$range = app('preferences')->get('viewRange', '1M')->data;
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[$start, $end] = $end < $start ? [$end, $start] : [$start, $end];
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// properties for cache
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$cache = new CacheProperties;
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty('tag-period-entries');
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$cache->addProperty($tag->id);
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if ($cache->has()) {
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// return $cache->get(); // @codeCoverageIgnore
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}
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/** @var array $dates */
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$dates = app('navigation')->blockPeriods($start, $end, $range);
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$entries = [];
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// collect all expenses in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setTag($tag);
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::DEPOSIT]);
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$earnedSet = $collector->getExtractedJournals();
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// collect all income in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setTag($tag);
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::WITHDRAWAL]);
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$spentSet = $collector->getExtractedJournals();
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// collect all transfers in this period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setTag($tag);
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$collector->setRange($start, $end);
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$collector->setTypes([TransactionType::TRANSFER]);
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$transferSet = $collector->getExtractedJournals();
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foreach ($dates as $currentDate) {
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$spent = $this->filterJournalsByDate($spentSet, $currentDate['start'], $currentDate['end']);
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$earned = $this->filterJournalsByDate($earnedSet, $currentDate['start'], $currentDate['end']);
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$transferred = $this->filterJournalsByDate($transferSet, $currentDate['start'], $currentDate['end']);
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$title = app('navigation')->periodShow($currentDate['end'], $currentDate['period']);
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$entries[] =
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[
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'transactions' => 0,
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'title' => $title,
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'route' => route('tags.show',
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[$tag->id, $currentDate['start']->format('Y-m-d'), $currentDate['end']->format('Y-m-d')]),
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'total_transactions' => count($spent) + count($earned) + count($transferred),
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'spent' => $this->groupByCurrency($spent),
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'earned' => $this->groupByCurrency($earned),
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'transferred' => $this->groupByCurrency($transferred),
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];
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}
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return $entries;
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}
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/**
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* @param string $transactionType
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* @param Carbon $endDate
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*
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* @return array
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*/
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protected function getTransactionPeriodOverview(string $transactionType, Carbon $start, Carbon $end): array
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{
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$range = app('preferences')->get('viewRange', '1M')->data;
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$types = config(sprintf('firefly.transactionTypesByType.%s', $transactionType));
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[$start, $end] = $end < $start ? [$end, $start] : [$start, $end];
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// properties for cache
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$cache = new CacheProperties;
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty('transactions-period-entries');
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$cache->addProperty($transactionType);
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if ($cache->has()) {
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return $cache->get(); // @codeCoverageIgnore
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}
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/** @var array $dates */
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$dates = app('navigation')->blockPeriods($start, $end, $range);
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$entries = [];
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// collect all journals in this period (regardless of type)
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$collector = app(GroupCollectorInterface::class);
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$collector->setTypes($types)->setRange($start, $end);
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$genericSet = $collector->getExtractedJournals();
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foreach ($dates as $currentDate) {
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$spent = [];
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$earned = [];
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$transferred = [];
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$title = app('navigation')->periodShow($currentDate['end'], $currentDate['period']);
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// set to correct array
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if ('expenses' === $transactionType || 'withdrawal' === $transactionType) {
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$spent = $this->filterJournalsByDate($genericSet, $currentDate['start'], $currentDate['end']);
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}
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if ('revenue' === $transactionType || 'deposit' === $transactionType) {
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$earned = $this->filterJournalsByDate($genericSet, $currentDate['start'], $currentDate['end']);
|
|
}
|
|
if ('transfer' === $transactionType || 'transfers' === $transactionType) {
|
|
$transferred = $this->filterJournalsByDate($genericSet, $currentDate['start'], $currentDate['end']);
|
|
}
|
|
|
|
|
|
$entries[] =
|
|
[
|
|
'title' => $title,
|
|
'route' =>
|
|
route('transactions.index', [$transactionType, $currentDate['start']->format('Y-m-d'), $currentDate['end']->format('Y-m-d')]),
|
|
'total_transactions' => count($spent) + count($earned) + count($transferred),
|
|
'spent' => $this->groupByCurrency($spent),
|
|
'earned' => $this->groupByCurrency($earned),
|
|
'transferred' => $this->groupByCurrency($transferred),
|
|
];
|
|
}
|
|
|
|
return $entries;
|
|
}
|
|
|
|
/**
|
|
* Return only transactions where $account is the source.
|
|
* @param Account $account
|
|
* @param array $journals
|
|
* @return array
|
|
*/
|
|
private function filterTransferredAway(Account $account, array $journals): array
|
|
{
|
|
$return = [];
|
|
/** @var array $journal */
|
|
foreach ($journals as $journal) {
|
|
if ($account->id === (int)$journal['source_account_id']) {
|
|
$return[] = $journal;
|
|
}
|
|
}
|
|
|
|
return $return;
|
|
}
|
|
|
|
/**
|
|
* Return only transactions where $account is the source.
|
|
* @param Account $account
|
|
* @param array $journals
|
|
* @return array
|
|
* @codeCoverageIgnore
|
|
*/
|
|
private function filterTransferredIn(Account $account, array $journals): array
|
|
{
|
|
$return = [];
|
|
/** @var array $journal */
|
|
foreach ($journals as $journal) {
|
|
if ($account->id === (int)$journal['destination_account_id']) {
|
|
$return[] = $journal;
|
|
}
|
|
}
|
|
|
|
return $return;
|
|
}
|
|
|
|
/**
|
|
* Filter a list of journals by a set of dates, and then group them by currency.
|
|
*
|
|
* @param array $array
|
|
* @param Carbon $start
|
|
* @param Carbon $end
|
|
* @return array
|
|
*/
|
|
private function filterJournalsByDate(array $array, Carbon $start, Carbon $end): array
|
|
{
|
|
$result = [];
|
|
/** @var array $journal */
|
|
foreach ($array as $journal) {
|
|
if ($journal['date'] <= $end && $journal['date'] >= $start) {
|
|
$result[] = $journal;
|
|
}
|
|
}
|
|
|
|
return $result;
|
|
}
|
|
|
|
/**
|
|
* @param array $journals
|
|
*
|
|
* @return array
|
|
* @codeCoverageIgnore
|
|
*/
|
|
private function groupByCurrency(array $journals): array
|
|
{
|
|
$return = [];
|
|
/** @var array $journal */
|
|
foreach ($journals as $journal) {
|
|
$currencyId = (int)$journal['currency_id'];
|
|
$foreignCurrencyId = $journal['foreign_currency_id'];
|
|
if (!isset($return[$currencyId])) {
|
|
$return[$currencyId] = [
|
|
'amount' => '0',
|
|
'count' => 0,
|
|
'currency_id' => $currencyId,
|
|
'currency_name' => $journal['currency_name'],
|
|
'currency_code' => $journal['currency_code'],
|
|
'currency_symbol' => $journal['currency_symbol'],
|
|
'currency_decimal_places' => $journal['currency_decimal_places'],
|
|
];
|
|
}
|
|
$return[$currencyId]['amount'] = bcadd($return[$currencyId]['amount'], $journal['amount']);
|
|
$return[$currencyId]['count']++;
|
|
|
|
|
|
if (null !== $foreignCurrencyId) {
|
|
if (!isset($return[$foreignCurrencyId])) {
|
|
$return[$foreignCurrencyId] = [
|
|
'amount' => '0',
|
|
'count' => 0,
|
|
'currency_id' => (int)$foreignCurrencyId,
|
|
'currency_name' => $journal['foreign_currency_name'],
|
|
'currency_code' => $journal['foreign_currency_code'],
|
|
'currency_symbol' => $journal['foreign_currency_symbol'],
|
|
'currency_decimal_places' => $journal['foreign_currency_decimal_places'],
|
|
];
|
|
|
|
}
|
|
$return[$foreignCurrencyId]['count']++;
|
|
$return[$foreignCurrencyId]['amount'] = bcadd($return[$foreignCurrencyId]['amount'], $journal['foreign_amount']);
|
|
}
|
|
|
|
}
|
|
|
|
return $return;
|
|
}
|
|
}
|