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See if we can easily generate reports with shared accounts.

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This commit is contained in:
James Cole 2015-03-10 19:51:24 +01:00
parent 0b028a8923
commit 17ae4b7d2a
4 changed files with 305 additions and 246 deletions
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376
app/Helpers/Report/ReportQuery.php
View File

@ -23,26 +23,33 @@ class ReportQuery implements ReportQueryInterface
/**
* This query retrieves a list of accounts that are active and not shared.
*
* @param bool $showSharedReports
*
* @return Collection
*/
public function accountList()
public function accountList($showSharedReports = false)
{
return Auth::user()->accounts()
->leftJoin('account_types', 'account_types.id', '=', 'accounts.account_type_id')
->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', "accountRole");
}
)
->whereIn('account_types.type', ['Default account', 'Cash account', 'Asset account'])
->where('active', 1)
->where(
function (Builder $query) {
$query->where('account_meta.data', '!=', '"sharedAsset"');
$query->orWhereNull('account_meta.data');
}
)
->get(['accounts.*']);
$query = Auth::user()->accounts();
if ($showSharedReports === false) {
$query->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', "accountRole");
}
)->where(
function (Builder $query) {
$query->where('account_meta.data', '!=', '"sharedAsset"');
$query->orWhereNull('account_meta.data');
}
);
}
$query->leftJoin('account_types', 'account_types.id', '=', 'accounts.account_type_id')
->whereIn('account_types.type', ['Default account', 'Cash account', 'Asset account'])
->where('active', 1)
->orderBy('accounts.name', 'ASC');
return $query->get(['accounts.*']);
}
/**
@ -105,7 +112,7 @@ class ReportQuery implements ReportQueryInterface
{
$set = $this->balancedTransactionsList($account, $start, $end);
$sum = 0;
foreach($set as $entry) {
foreach ($set as $entry) {
$sum += floatval($entry->amount);
}
@ -117,26 +124,31 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function getAllAccounts(Carbon $start, Carbon $end)
public function getAllAccounts(Carbon $start, Carbon $end, $showSharedReports = false)
{
$set = Auth::user()->accounts()->orderBy('accounts.name', 'ASC')
->accountTypeIn(['Default account', 'Asset account', 'Cash account'])
->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)
->orderBy('accounts.name','ASC')
->where(
function (Builder $query) {
$query->where('account_meta.data', '!=', '"sharedAsset"');
$query->orWhereNull('account_meta.data');
}
)
->get(['accounts.*']);
$query = Auth::user()->accounts()->orderBy('accounts.name', 'ASC')
->accountTypeIn(['Default account', 'Asset account', 'Cash account']);
if ($showSharedReports === false) {
$query->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)
->orderBy('accounts.name', 'ASC')
->where(
function (Builder $query) use ($showSharedReports) {
$query->where('account_meta.data', '!=', '"sharedAsset"');
$query->orWhereNull('account_meta.data');
}
);
}
$set = $query->get(['accounts.*']);
$set->each(
function (Account $account) use ($start, $end) {
/** @noinspection PhpParamsInspection */
@ -223,64 +235,68 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function incomeByPeriod(Carbon $start, Carbon $end)
public function incomeByPeriod(Carbon $start, Carbon $end, $showSharedReports = false)
{
return TransactionJournal::
$query = TransactionJournal::
leftJoin(
'transactions as t_from', function (JoinClause $join) {
$join->on('t_from.transaction_journal_id', '=', 'transaction_journals.id')->where('t_from.amount', '<', 0);
}
)
->leftJoin('accounts as ac_from', 't_from.account_id', '=', 'ac_from.id')
->leftJoin(
'account_meta as acm_from', function (JoinClause $join) {
$join->on('ac_from.id', '=', 'acm_from.account_id')->where('acm_from.name', '=', 'accountRole');
}
)
->leftJoin(
'transactions as t_to', function (JoinClause $join) {
$join->on('t_to.transaction_journal_id', '=', 'transaction_journals.id')->where('t_to.amount', '>', 0);
}
)
->leftJoin('accounts as ac_to', 't_to.account_id', '=', 'ac_to.id')
->leftJoin(
'account_meta as acm_to', function (JoinClause $join) {
$join->on('ac_to.id', '=', 'acm_to.account_id')->where('acm_to.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id')
->where(
function ($query) {
$query->where(
function ($q) {
$q->where('transaction_types.type', 'Deposit');
$q->where('acm_to.data', '!=', '"sharedAsset"');
}
);
$query->orWhere(
function ($q) {
$q->where('transaction_types.type', 'Transfer');
$q->where('acm_from.data', '=', '"sharedAsset"');
}
);
}
)
->before($end)->after($start)
->where('transaction_journals.user_id', Auth::user()->id)
->groupBy('t_from.account_id')->orderBy('transaction_journals.date')
->get(
['transaction_journals.id',
'transaction_journals.description',
'transaction_journals.encrypted',
'transaction_types.type',
DB::Raw('SUM(`t_to`.`amount`) as `amount`'),
'transaction_journals.date',
't_from.account_id as account_id',
'ac_from.name as name']
);
->leftJoin('accounts as ac_from', 't_from.account_id', '=', 'ac_from.id')
->leftJoin(
'account_meta as acm_from', function (JoinClause $join) {
$join->on('ac_from.id', '=', 'acm_from.account_id')->where('acm_from.name', '=', 'accountRole');
}
)
->leftJoin(
'transactions as t_to', function (JoinClause $join) {
$join->on('t_to.transaction_journal_id', '=', 'transaction_journals.id')->where('t_to.amount', '>', 0);
}
)
->leftJoin('accounts as ac_to', 't_to.account_id', '=', 'ac_to.id')
->leftJoin(
'account_meta as acm_to', function (JoinClause $join) {
$join->on('ac_to.id', '=', 'acm_to.account_id')->where('acm_to.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id');
if ($showSharedReports === false) {
$query->where(
function ($query) {
$query->where(
function ($q) {
$q->where('transaction_types.type', 'Deposit');
$q->where('acm_to.data', '!=', '"sharedAsset"');
}
);
$query->orWhere(
function ($q) {
$q->where('transaction_types.type', 'Transfer');
$q->where('acm_from.data', '=', '"sharedAsset"');
}
);
}
);
}
$query->before($end)->after($start)
->where('transaction_journals.user_id', Auth::user()->id)
->groupBy('t_from.account_id')->orderBy('transaction_journals.date');
return $query->get(
['transaction_journals.id',
'transaction_journals.description',
'transaction_journals.encrypted',
'transaction_types.type',
DB::Raw('SUM(`t_to`.`amount`) as `amount`'),
'transaction_journals.date',
't_from.account_id as account_id',
'ac_from.name as name']
);
}
/**
@ -288,33 +304,37 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function journalsByBudget(Carbon $start, Carbon $end)
public function journalsByBudget(Carbon $start, Carbon $end, $showSharedReports = false)
{
return Auth::user()->transactionjournals()
->leftJoin('budget_transaction_journal', 'budget_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id')
->leftJoin('budgets', 'budget_transaction_journal.budget_id', '=', 'budgets.id')
->leftJoin(
'transactions', function (JoinClause $join) {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id')
->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_journals.transaction_type_id', '=', 'transaction_types.id')
->where('transaction_journals.date', '>=', $start->format('Y-m-d'))
->where('transaction_journals.date', '<=', $end->format('Y-m-d'))
->where('account_meta.data', '!=', '"sharedAsset"')
->where('transaction_types.type', 'Withdrawal')
->groupBy('budgets.id')
->orderBy('budgets.name', 'ASC')
->get(['budgets.id', 'budgets.name', DB::Raw('SUM(`transactions`.`amount`) AS `spent`')]);
$query = Auth::user()->transactionjournals()
->leftJoin('budget_transaction_journal', 'budget_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id')
->leftJoin('budgets', 'budget_transaction_journal.budget_id', '=', 'budgets.id')
->leftJoin(
'transactions', function (JoinClause $join) {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id');
if ($showSharedReports === false) {
$query->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)->where('account_meta.data', '!=', '"sharedAsset"');
}
$query->leftJoin('transaction_types', 'transaction_journals.transaction_type_id', '=', 'transaction_types.id')
->where('transaction_journals.date', '>=', $start->format('Y-m-d'))
->where('transaction_journals.date', '<=', $end->format('Y-m-d'))
->where('transaction_types.type', 'Withdrawal')
->groupBy('budgets.id')
->orderBy('budgets.name', 'ASC');
return $query->get(['budgets.id', 'budgets.name', DB::Raw('SUM(`transactions`.`amount`) AS `spent`')]);
}
/**
@ -323,35 +343,38 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function journalsByCategory(Carbon $start, Carbon $end)
public function journalsByCategory(Carbon $start, Carbon $end, $showSharedReports = false)
{
return Auth::user()->transactionjournals()
->leftJoin(
'category_transaction_journal', 'category_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id'
)
->leftJoin('categories', 'category_transaction_journal.category_id', '=', 'categories.id')
->leftJoin(
'transactions', function (JoinClause $join) {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id')
->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_journals.transaction_type_id', '=', 'transaction_types.id')
->where('transaction_journals.date', '>=', $start->format('Y-m-d'))
->where('transaction_journals.date', '<=', $end->format('Y-m-d'))
->where('account_meta.data', '!=', '"sharedAsset"')
->where('transaction_types.type', 'Withdrawal')
->groupBy('categories.id')
->orderBy('amount')
->get(['categories.id', 'categories.name', DB::Raw('SUM(`transactions`.`amount`) AS `amount`')]);
$query = Auth::user()->transactionjournals()
->leftJoin(
'category_transaction_journal', 'category_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id'
)
->leftJoin('categories', 'category_transaction_journal.category_id', '=', 'categories.id')
->leftJoin(
'transactions', function (JoinClause $join) {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id');
if ($showSharedReports === false) {
$query->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)->where('account_meta.data', '!=', '"sharedAsset"');
}
$query->leftJoin('transaction_types', 'transaction_journals.transaction_type_id', '=', 'transaction_types.id')
->where('transaction_journals.date', '>=', $start->format('Y-m-d'))
->where('transaction_journals.date', '<=', $end->format('Y-m-d'))
->where('transaction_types.type', 'Withdrawal')
->groupBy('categories.id')
->orderBy('amount');
return $query->get(['categories.id', 'categories.name', DB::Raw('SUM(`transactions`.`amount`) AS `amount`')]);
}
@ -363,57 +386,60 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function journalsByExpenseAccount(Carbon $start, Carbon $end)
public function journalsByExpenseAccount(Carbon $start, Carbon $end, $showSharedReports = false)
{
return TransactionJournal::
leftJoin(
$query = TransactionJournal::leftJoin(
'transactions as t_from', function (JoinClause $join) {
$join->on('t_from.transaction_journal_id', '=', 'transaction_journals.id')->where('t_from.amount', '<', 0);
}
)
->leftJoin('accounts as ac_from', 't_from.account_id', '=', 'ac_from.id')
->leftJoin(
'account_meta as acm_from', function (JoinClause $join) {
$join->on('ac_from.id', '=', 'acm_from.account_id')->where('acm_from.name', '=', 'accountRole');
}
)
->leftJoin(
'transactions as t_to', function (JoinClause $join) {
$join->on('t_to.transaction_journal_id', '=', 'transaction_journals.id')->where('t_to.amount', '>', 0);
}
)
->leftJoin('accounts as ac_to', 't_to.account_id', '=', 'ac_to.id')
->leftJoin(
'account_meta as acm_to', function (JoinClause $join) {
$join->on('ac_to.id', '=', 'acm_to.account_id')->where('acm_to.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id')
->where(
function ($query) {
$query->where(
function ($q) {
$q->where('transaction_types.type', 'Withdrawal');
$q->where('acm_from.data', '!=', '"sharedAsset"');
}
);
$query->orWhere(
function ($q) {
$q->where('transaction_types.type', 'Transfer');
$q->where('acm_to.data', '=', '"sharedAsset"');
}
);
}
)
->before($end)
->after($start)
->where('transaction_journals.user_id', Auth::user()->id)
->groupBy('t_to.account_id')
->orderBy('amount', 'DESC')
->get(['t_to.account_id as id', 'ac_to.name as name', DB::Raw('SUM(t_to.amount) as `amount`')]);
)->leftJoin('accounts as ac_from', 't_from.account_id', '=', 'ac_from.id')
->leftJoin(
'account_meta as acm_from', function (JoinClause $join) {
$join->on('ac_from.id', '=', 'acm_from.account_id')->where('acm_from.name', '=', 'accountRole');
}
)
->leftJoin(
'transactions as t_to', function (JoinClause $join) {
$join->on('t_to.transaction_journal_id', '=', 'transaction_journals.id')->where('t_to.amount', '>', 0);
}
)
->leftJoin('accounts as ac_to', 't_to.account_id', '=', 'ac_to.id')
->leftJoin(
'account_meta as acm_to', function (JoinClause $join) {
$join->on('ac_to.id', '=', 'acm_to.account_id')->where('acm_to.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id');
if ($showSharedReports === false) {
$query->where(
function ($query) {
$query->where(
function ($q) {
$q->where('transaction_types.type', 'Withdrawal');
$q->where('acm_from.data', '!=', '"sharedAsset"');
}
);
$query->orWhere(
function ($q) {
$q->where('transaction_types.type', 'Transfer');
$q->where('acm_to.data', '=', '"sharedAsset"');
}
);
}
);
}
$query->before($end)
->after($start)
->where('transaction_journals.user_id', Auth::user()->id)
->groupBy('t_to.account_id')
->orderBy('amount', 'DESC');
return $query->get(['t_to.account_id as id', 'ac_to.name as name', DB::Raw('SUM(t_to.amount) as `amount`')]);
}
/**

113
app/Helpers/Report/ReportQueryInterface.php
View File

@ -17,19 +17,69 @@ interface ReportQueryInterface
/**
* This query retrieves a list of accounts that are active and not shared.
*
* @param bool $showSharedReports
*
* @return Collection
*/
public function accountList();
public function accountList($showSharedReports = false);
/**
* This method will get a list of all expenses in a certain time period that have no budget
* and are balanced by a transfer to make up for it.
*
* @param Account $account
* @param Carbon $start
* @param Carbon $end
*
* @return Collection
*/
public function balancedTransactionsList(Account $account, Carbon $start, Carbon $end);
/**
* This method will get the sum of all expenses in a certain time period that have no budget
* and are balanced by a transfer to make up for it.
*
* @param Account $account
* @param Carbon $start
* @param Carbon $end
*
* @return Collection
*/
public function balancedTransactionsSum(Account $account, Carbon $start, Carbon $end);
/**
* Get a users accounts combined with various meta-data related to the start and end date.
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function getAllAccounts(Carbon $start, Carbon $end);
public function getAllAccounts(Carbon $start, Carbon $end, $showSharedReports = false);
/**
* Grabs a summary of all expenses grouped by budget, related to the account.
*
* @param Account $account
* @param Carbon $start
* @param Carbon $end
*
* @return mixed
*/
public function getBudgetSummary(Account $account, Carbon $start, Carbon $end);
/**
* Get a list of transaction journals that have no budget, filtered for the specified account
* and the specified date range.
*
* @param Account $account
* @param Carbon $start
* @param Carbon $end
*
* @return Collection
*/
public function getTransactionsWithoutBudget(Account $account, Carbon $start, Carbon $end);
/**
* This method returns all "income" journals in a certain period, which are both transfers from a shared account
@ -38,20 +88,22 @@ interface ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function incomeByPeriod(Carbon $start, Carbon $end);
public function incomeByPeriod(Carbon $start, Carbon $end, $showSharedReports = false);
/**
* Gets a list of expenses grouped by the budget they were filed under.
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function journalsByBudget(Carbon $start, Carbon $end);
public function journalsByBudget(Carbon $start, Carbon $end, $showSharedReports = false);
/**
* Gets a list of categories and the expenses therein, grouped by the relevant category.
@ -59,10 +111,11 @@ interface ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function journalsByCategory(Carbon $start, Carbon $end);
public function journalsByCategory(Carbon $start, Carbon $end, $showSharedReports = false);
/**
* Gets a list of expense accounts and the expenses therein, grouped by that expense account.
@ -72,10 +125,11 @@ interface ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function journalsByExpenseAccount(Carbon $start, Carbon $end);
public function journalsByExpenseAccount(Carbon $start, Carbon $end, $showSharedReports = false);
/**
* This method returns all deposits into asset accounts, grouped by the revenue account,
@ -108,51 +162,4 @@ interface ReportQueryInterface
* @return Collection
*/
public function sharedExpensesByCategory(Carbon $start, Carbon $end);
/**
* Grabs a summary of all expenses grouped by budget, related to the account.
*
* @param Account $account
* @param Carbon $start
* @param Carbon $end
*
* @return mixed
*/
public function getBudgetSummary(Account $account, Carbon $start, Carbon $end);
/**
* Get a list of transaction journals that have no budget, filtered for the specified account
* and the specified date range.
*
* @param Account $account
* @param Carbon $start
* @param Carbon $end
*
* @return Collection
*/
public function getTransactionsWithoutBudget(Account $account, Carbon $start, Carbon $end);
/**
* This method will get a list of all expenses in a certain time period that have no budget
* and are balanced by a transfer to make up for it.
*
* @param Account $account
* @param Carbon $start
* @param Carbon $end
*
* @return Collection
*/
public function balancedTransactionsList(Account $account, Carbon $start, Carbon $end);
/**
* This method will get the sum of all expenses in a certain time period that have no budget
* and are balanced by a transfer to make up for it.
*
* @param Account $account
* @param Carbon $start
* @param Carbon $end
*
* @return Collection
*/
public function balancedTransactionsSum(Account $account, Carbon $start, Carbon $end);
}

56
app/Http/Controllers/ReportController.php
View File

@ -9,6 +9,7 @@ use FireflyIII\Http\Requests;
use FireflyIII\Models\Account;
use FireflyIII\Models\TransactionJournal;
use Illuminate\Database\Query\JoinClause;
use Preferences;
use Session;
use Steam;
use View;
@ -51,11 +52,16 @@ class ReportController extends Controller
$end->endOfMonth();
$start->subDay();
// shared accounts preference:
$pref = Preferences::get('showSharedReports', false);
$showSharedReports = $pref->data;
$dayEarly = clone $date;
$subTitle = 'Budget report for ' . $date->format('F Y');
$subTitleIcon = 'fa-calendar';
$dayEarly = $dayEarly->subDay();
$accounts = $query->getAllAccounts($start, $end);
$accounts = $query->getAllAccounts($start, $end, $showSharedReports);
$start->addDay();
$accounts->each(
@ -89,17 +95,20 @@ class ReportController extends Controller
)
->get(['budgets.*', 'budget_limits.amount as amount']);
$budgets = Steam::makeArray($set);
$amountSet = $query->journalsByBudget($start, $end);
$amountSet = $query->journalsByBudget($start, $end, $showSharedReports);
$amounts = Steam::makeArray($amountSet);
$budgets = Steam::mergeArrays($budgets, $amounts);
$budgets[0]['spent'] = isset($budgets[0]['spent']) ? $budgets[0]['spent'] : 0.0;
$budgets[0]['amount'] = isset($budgets[0]['amount']) ? $budgets[0]['amount'] : 0.0;
$budgets[0]['name'] = 'No budget';
// find transactions to shared expense accounts, which are without a budget by default:
$transfers = $query->sharedExpenses($start, $end);
foreach ($transfers as $transfer) {
$budgets[0]['spent'] += floatval($transfer->amount) * -1;
// find transactions to shared asset accounts, which are without a budget by default:
// which is only relevant when shared asset accounts are hidden.
if ($showSharedReports === false) {
$transfers = $query->sharedExpenses($start, $end);
foreach ($transfers as $transfer) {
$budgets[0]['spent'] += floatval($transfer->amount) * -1;
}
}
/**
@ -152,6 +161,14 @@ class ReportController extends Controller
}
/**
* @param Account $account
* @param string $year
* @param string $month
* @param ReportQueryInterface $query
*
* @return View
*/
public function modalLeftUnbalanced(Account $account, $year = '2014', $month = '1', ReportQueryInterface $query)
{
try {
@ -217,6 +234,9 @@ class ReportController extends Controller
$subTitleIcon = 'fa-calendar';
$displaySum = true; // to show sums in report.
$pref = Preferences::get('showSharedReports', false);
$showSharedReports = $pref->data;
/**
*
@ -232,14 +252,14 @@ class ReportController extends Controller
/**
* Start getIncomeForMonth DONE
*/
$income = $query->incomeByPeriod($start, $end);
$income = $query->incomeByPeriod($start, $end, $showSharedReports);
/**
* End getIncomeForMonth DONE
*/
/**
* Start getExpenseGroupedForMonth DONE
*/
$set = $query->journalsByExpenseAccount($start, $end);
$set = $query->journalsByExpenseAccount($start, $end, $showSharedReports);
$expenses = Steam::makeArray($set);
$expenses = Steam::sortArray($expenses);
$expenses = Steam::limitArray($expenses, 10);
@ -257,7 +277,7 @@ class ReportController extends Controller
)
->get(['budgets.*', 'budget_limits.amount as amount']);
$budgets = Steam::makeArray($set);
$amountSet = $query->journalsByBudget($start, $end);
$amountSet = $query->journalsByBudget($start, $end, $showSharedReports);
$amounts = Steam::makeArray($amountSet);
$budgets = Steam::mergeArrays($budgets, $amounts);
$budgets[0]['spent'] = isset($budgets[0]['spent']) ? $budgets[0]['spent'] : 0.0;
@ -265,9 +285,11 @@ class ReportController extends Controller
$budgets[0]['name'] = 'No budget';
// find transactions to shared expense accounts, which are without a budget by default:
$transfers = $query->sharedExpenses($start, $end);
foreach ($transfers as $transfer) {
$budgets[0]['spent'] += floatval($transfer->amount) * -1;
if ($showSharedReports === false) {
$transfers = $query->sharedExpenses($start, $end);
foreach ($transfers as $transfer) {
$budgets[0]['spent'] += floatval($transfer->amount) * -1;
}
}
/**
@ -281,9 +303,13 @@ class ReportController extends Controller
$categories = Steam::makeArray($result);
// all transfers
$result = $query->sharedExpensesByCategory($start, $end);
$transfers = Steam::makeArray($result);
$merged = Steam::mergeArrays($categories, $transfers);
if ($showSharedReports === false) {
$result = $query->sharedExpensesByCategory($start, $end);
$transfers = Steam::makeArray($result);
$merged = Steam::mergeArrays($categories, $transfers);
} else {
$merged = $categories;
}
// sort.
$sorted = Steam::sortNegativeArray($merged);

6
database/seeds/TestDataSeeder.php
View File

@ -138,9 +138,9 @@ class TestDataSeeder extends Seeder
$acc_c = Account::create(['user_id' => $user->id, 'account_type_id' => $assetType->id, 'name' => 'Delete me', 'active' => 1]);
// create account meta:
$meta_a = AccountMeta::create(['account_id' => $acc_a->id, 'name' => 'accountRole', 'data' => 'defaultExpense']);
$meta_b = AccountMeta::create(['account_id' => $acc_b->id, 'name' => 'accountRole', 'data' => 'defaultExpense']);
$meta_c = AccountMeta::create(['account_id' => $acc_c->id, 'name' => 'accountRole', 'data' => 'defaultExpense']);
$meta_a = AccountMeta::create(['account_id' => $acc_a->id, 'name' => 'accountRole', 'data' => 'defaultAsset']);
$meta_b = AccountMeta::create(['account_id' => $acc_b->id, 'name' => 'accountRole', 'data' => 'defaultAsset']);
$meta_c = AccountMeta::create(['account_id' => $acc_c->id, 'name' => 'accountRole', 'data' => 'defaultAsset']);
// var_dump($meta_a->toArray());
// var_dump($meta_b->toArray());
// var_dump($meta_c->toArray());