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synced 2025-02-25 18:45:27 -06:00
This code makes sure the budget report also includes split expenses.
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@ -154,7 +154,7 @@ class JournalCollector implements JournalCollectorInterface
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* @return LengthAwarePaginator
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* @throws FireflyException
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*/
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public function getPaginatedJournals():LengthAwarePaginator
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public function getPaginatedJournals(): LengthAwarePaginator
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{
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if ($this->run === true) {
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throw new FireflyException('Cannot getPaginatedJournals after run in JournalCollector.');
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@ -244,6 +244,29 @@ class JournalCollector implements JournalCollectorInterface
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return $this;
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}
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/**
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* @param Collection $budgets
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*
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* @return JournalCollectorInterface
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*/
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public function setBudgets(Collection $budgets): JournalCollectorInterface
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{
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$budgetIds = $budgets->pluck('id')->toArray();
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if (count($budgetIds) === 0) {
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return $this;
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}
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$this->joinBudgetTables();
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$this->query->where(
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function (EloquentBuilder $q) use ($budgetIds) {
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$q->whereIn('budget_transaction.budget_id', $budgetIds);
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$q->orWhereIn('budget_transaction_journal.budget_id', $budgetIds);
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}
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);
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return $this;
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}
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/**
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* @param Collection $categories
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*
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@ -259,10 +282,8 @@ class JournalCollector implements JournalCollectorInterface
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$this->query->where(
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function (EloquentBuilder $q) use ($categoryIds) {
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if (count($categoryIds) > 0) {
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$q->whereIn('category_transaction.category_id', $categoryIds);
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$q->orWhereIn('category_transaction_journal.category_id', $categoryIds);
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}
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$q->whereIn('category_transaction.category_id', $categoryIds);
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$q->orWhereIn('category_transaction_journal.category_id', $categoryIds);
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}
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);
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@ -74,6 +74,14 @@ interface JournalCollectorInterface
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*/
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public function setBudget(Budget $budget): JournalCollectorInterface;
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/**
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* @param Collection $budgets
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*
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* @return JournalCollectorInterface
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*/
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public function setBudgets(Collection $budgets): JournalCollectorInterface;
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/**
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* @param Collection $categories
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*
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@ -17,11 +17,12 @@ namespace FireflyIII\Helpers\Report;
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use Carbon\Carbon;
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use FireflyIII\Helpers\Collection\Budget as BudgetCollection;
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use FireflyIII\Helpers\Collection\BudgetLine;
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use FireflyIII\Helpers\Collector\JournalCollectorInterface;
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use FireflyIII\Models\Budget;
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use FireflyIII\Models\LimitRepetition;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
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use Illuminate\Support\Collection;
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use Navigation;
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/**
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* Class BudgetReportHelper
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@ -52,26 +53,66 @@ class BudgetReportHelper implements BudgetReportHelperInterface
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*/
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public function getBudgetPeriodReport(Carbon $start, Carbon $end, Collection $accounts): array
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{
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$budgets = $this->repository->getBudgets();
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$queryResult = $this->repository->getBudgetPeriodReport($budgets, $accounts, $start, $end);
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$data = [];
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$periods = Navigation::listOfPeriods($start, $end);
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$budgets = $this->repository->getBudgets();
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setAllAssetAccounts()->setRange($start, $end);
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$collector->setBudgets($budgets);
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$transactions = $collector->getJournals();
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// do budget "zero"
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$emptyBudget = new Budget;
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$emptyBudget->id = 0;
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$emptyBudget->name = strval(trans('firefly.no_budget'));
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$budgets->push($emptyBudget);
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// get all budgets and years.
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foreach ($budgets as $budget) {
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$data[$budget->id] = [
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'name' => $budget->name,
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'entries' => $this->repository->filterAmounts($queryResult, $budget->id, $periods),
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'sum' => '0',
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];
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// this is the date format we need:
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// define period to group on:
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$carbonFormat = 'Y-m-d';
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// monthly report (for year)
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if ($start->diffInMonths($end) > 1) {
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$carbonFormat = 'Y-m';
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}
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// filter out empty ones and fill sum:
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// yearly report (for multi year)
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if ($start->diffInMonths($end) > 12) {
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$carbonFormat = 'Y';
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}
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// this is the set of transactions for this period
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// in these budgets. Now they must be grouped (manually)
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// id, period => amount
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$data = [];
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foreach ($transactions as $transaction) {
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$budgetId = max(intval($transaction->transaction_journal_budget_id), intval($transaction->transaction_budget_id));
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$date = $transaction->date->format($carbonFormat);
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if (!isset($data[$budgetId])) {
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$data[$budgetId]['name'] = $this->getBudgetName($budgetId, $budgets);
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$data[$budgetId]['sum'] = '0';
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$data[$budgetId]['entries'] = [];
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}
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if (!isset($data[$budgetId]['entries'][$date])) {
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$data[$budgetId]['entries'][$date] = '0';
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}
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$data[$budgetId]['entries'][$date] = bcadd($data[$budgetId]['entries'][$date], $transaction->transaction_amount);
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}
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// and now the same for stuff without a budget:
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setAllAssetAccounts()->setRange($start, $end);
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$collector->setTypes([TransactionType::WITHDRAWAL]);
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$collector->withoutBudget();
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$transactions = $collector->getJournals();
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$data[0]['entries'] = [];
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$data[0]['name'] = strval(trans('firefly.no_budget'));
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$data[0]['sum'] = '0';
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foreach ($transactions as $transaction) {
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$date = $transaction->date->format($carbonFormat);
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if (!isset($data[0]['entries'][$date])) {
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$data[0]['entries'][$date] = '0';
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}
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$data[0]['entries'][$date] = bcadd($data[0]['entries'][$date], $transaction->transaction_amount);
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}
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$data = $this->filterBudgetPeriodReport($data);
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return $data;
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@ -209,4 +250,25 @@ class BudgetReportHelper implements BudgetReportHelperInterface
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return $data;
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}
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/**
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* @param int $budgetId
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* @param Collection $budgets
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*
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* @return string
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*/
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private function getBudgetName(int $budgetId, Collection $budgets): string
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{
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$first = $budgets->filter(
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function (Budget $budget) use ($budgetId) {
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return $budgetId === $budget->id;
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}
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);
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if (!is_null($first->first())) {
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return $first->first()->name;
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}
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return '(unknown)';
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}
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}
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@ -36,7 +36,7 @@ class BudgetController extends Controller
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* @param Carbon $end
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* @param Collection $accounts
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*
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* @return mixed|string
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* @return string
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*/
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public function budgetPeriodReport(BudgetReportHelperInterface $helper, Carbon $start, Carbon $end, Collection $accounts)
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{
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@ -46,7 +46,7 @@ class BudgetController extends Controller
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$cache->addProperty('budget-period-report');
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$cache->addProperty($accounts->pluck('id')->toArray());
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if ($cache->has()) {
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return $cache->get();
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return $cache->get();
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}
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$periods = Navigation::listOfPeriods($start, $end);
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@ -14,10 +14,17 @@
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<td data-value="{{ info.name }}">
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<a title="{{ info.name }}" href="#" data-budget="{{ id }}" class="budget-chart-activate">{{ info.name }}</a>
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</td>
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{% for amount in info.entries %}
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<td data-value="{{ amount }}">
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{{ amount|formatAmount }}
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</td>
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{% for key, period in periods %}
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{% if(info.entries[key]) %}
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<td data-value="{{ info.entries[key] }}">
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{{ info.entries[key]|formatAmount }}
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</td>
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{% else %}
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<td data-value="0">
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{{ 0|formatAmount }}
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</td>
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{% endif %}
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{% endfor %}
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<td data-value="{{ info.sum }}">
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{{ info.sum|formatAmount }}
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