mirror of
https://github.com/firefly-iii/firefly-iii.git
synced 2024-11-24 18:00:18 -06:00
Clean up balance chart.
This commit is contained in:
James Cole
parent
bcb672920c
commit
3eaaac09ad
@ -28,14 +28,13 @@ use FireflyIII\Api\V2\Controllers\Controller;
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use FireflyIII\Api\V2\Request\Chart\ChartRequest;
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use FireflyIII\Exceptions\FireflyException;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\AccountType;
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use FireflyIII\Models\TransactionCurrency;
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use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
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use FireflyIII\Support\Chart\ChartData;
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use FireflyIII\Support\Http\Api\CleansChartData;
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use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
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use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
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use Illuminate\Http\JsonResponse;
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use Illuminate\Support\Collection;
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/**
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* Class AccountController
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@ -44,6 +43,7 @@ class AccountController extends Controller
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{
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use CleansChartData;
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use ValidatesUserGroupTrait;
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use CollectsAccountsFromFilter;
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private AccountRepositoryInterface $repository;
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private ChartData $chartData;
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@ -66,6 +66,7 @@ class AccountController extends Controller
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/**
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* TODO fix documentation
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*
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* @throws FireflyException
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*/
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public function dashboard(ChartRequest $request): JsonResponse
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@ -86,57 +87,11 @@ class AccountController extends Controller
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return response()->json($this->chartData->render());
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}
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/**
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* TODO Duplicate function but I think it belongs here or in a separate trait
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*
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*/
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private function getAccountList(array $queryParameters): Collection
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{
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$collection = new Collection();
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// always collect from the query parameter, even when it's empty.
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foreach ($queryParameters['accounts'] as $accountId) {
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$account = $this->repository->find((int) $accountId);
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if (null !== $account) {
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$collection->push($account);
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}
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}
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// if no "preselected", and found accounts
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if ('empty' === $queryParameters['preselected'] && $collection->count() > 0) {
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return $collection;
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}
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// if no preselected, but no accounts:
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if ('empty' === $queryParameters['preselected'] && 0 === $collection->count()) {
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$defaultSet = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT])->pluck('id')->toArray();
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$frontpage = app('preferences')->get('frontpageAccounts', $defaultSet);
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if (!(is_array($frontpage->data) && count($frontpage->data) > 0)) {
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$frontpage->data = $defaultSet;
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$frontpage->save();
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}
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return $this->repository->getAccountsById($frontpage->data);
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}
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// both options are overruled by "preselected"
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if ('all' === $queryParameters['preselected']) {
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return $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
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}
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if ('assets' === $queryParameters['preselected']) {
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return $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT]);
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}
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if ('liabilities' === $queryParameters['preselected']) {
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return $this->repository->getAccountsByType([AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
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}
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return $collection;
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}
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/**
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* @throws FireflyException
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*/
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private function renderAccountData(array $params, Account $account): void {
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private function renderAccountData(array $params, Account $account): void
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{
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$currency = $this->repository->getAccountCurrency($account);
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if (null === $currency) {
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$currency = $this->default;
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@ -155,6 +110,7 @@ class AccountController extends Controller
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'native_currency_code' => $this->default->code,
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'native_currency_symbol' => $this->default->symbol,
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'native_currency_decimal_places' => $this->default->decimal_places,
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'date' => $params['start']->toAtomString(),
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'start' => $params['start']->toAtomString(),
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'end' => $params['end']->toAtomString(),
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'period' => '1D',
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@ -24,18 +24,18 @@ declare(strict_types=1);
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namespace FireflyIII\Api\V2\Controllers\Chart;
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use Carbon\Carbon;
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use FireflyIII\Api\V2\Controllers\Controller;
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use FireflyIII\Api\V2\Request\Chart\BalanceChartRequest;
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use FireflyIII\Enums\UserRoleEnum;
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use FireflyIII\Api\V2\Request\Chart\ChartRequest;
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use FireflyIII\Exceptions\FireflyException;
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use FireflyIII\Helpers\Collector\GroupCollectorInterface;
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use FireflyIII\Models\TransactionCurrency;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
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use FireflyIII\Support\Chart\ChartData;
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use FireflyIII\Support\Http\Api\AccountBalanceGrouped;
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use FireflyIII\Support\Http\Api\CleansChartData;
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use FireflyIII\Support\Http\Api\CollectsAccountsFromFilter;
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use Illuminate\Http\JsonResponse;
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use Illuminate\Support\Collection;
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/**
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* Class BalanceController
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@ -43,7 +43,30 @@ use Illuminate\Support\Collection;
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class BalanceController extends Controller
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{
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use CleansChartData;
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protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
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use CollectsAccountsFromFilter;
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private AccountRepositoryInterface $repository;
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private GroupCollectorInterface $collector;
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private ChartData $chartData;
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private TransactionCurrency $default;
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public function __construct()
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{
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parent::__construct();
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$this->middleware(
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function ($request, $next) {
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$this->repository = app(AccountRepositoryInterface::class);
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$this->collector = app(GroupCollectorInterface::class);
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$userGroup = $this->validateUserGroup($request);
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$this->repository->setUserGroup($userGroup);
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$this->collector->setUserGroup($userGroup);
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$this->chartData = new ChartData();
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$this->default = app('amount')->getDefaultCurrency();
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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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* The code is practically a duplicate of ReportController::operations.
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@ -54,50 +77,42 @@ class BalanceController extends Controller
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* If the transaction being processed is already in native currency OR if the
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* foreign amount is in the native currency, the amount will not be converted.
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*
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* TODO validate and set user_group_id
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* TODO collector set group, not user
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*
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* @throws FireflyException
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*/
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public function balance(BalanceChartRequest $request): JsonResponse
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public function balance(ChartRequest $request): JsonResponse
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{
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$params = $request->getAll();
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$queryParameters = $request->getParameters();
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$accounts = $this->getAccountList($queryParameters);
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/** @var Carbon $start */
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$start = $this->parameters->get('start');
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/** @var Carbon $end */
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$end = $this->parameters->get('end');
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$end->endOfDay();
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/** @var Collection $accounts */
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$accounts = $params['accounts'];
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/** @var string $preferredRange */
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$preferredRange = $params['period'];
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// move date to end of day
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$queryParameters['start']->startOfDay();
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$queryParameters['end']->endOfDay();
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// prepare for currency conversion and data collection:
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/** @var TransactionCurrency $default */
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$default = app('amount')->getDefaultCurrency();
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// get journals for entire period:
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setRange($start, $end)->withAccountInformation();
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$collector->setXorAccounts($accounts);
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$collector->setTypes([TransactionType::WITHDRAWAL, TransactionType::DEPOSIT, TransactionType::RECONCILIATION, TransactionType::TRANSFER]);
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$journals = $collector->getExtractedJournals();
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$this->collector->setRange($queryParameters['start'], $queryParameters['end'])
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->withAccountInformation()
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->setXorAccounts($accounts)
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->setTypes([TransactionType::WITHDRAWAL, TransactionType::DEPOSIT, TransactionType::RECONCILIATION, TransactionType::TRANSFER]);
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$journals = $this->collector->getExtractedJournals();
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$object = new AccountBalanceGrouped();
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$object->setPreferredRange($preferredRange);
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$object->setPreferredRange($queryParameters['period']);
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$object->setDefault($default);
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$object->setAccounts($accounts);
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$object->setJournals($journals);
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$object->setStart($start);
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$object->setEnd($end);
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$object->setStart($queryParameters['start']);
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$object->setEnd($queryParameters['end']);
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$object->groupByCurrencyAndPeriod();
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$chartData = $object->convertToChartData();
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$data = $object->convertToChartData();
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foreach($data as $entry) {
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$this->chartData->add($entry);
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}
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return response()->json($this->clean($chartData));
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return response()->json($this->chartData->render());
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}
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}
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@ -55,6 +55,7 @@ class ChartRequest extends FormRequest
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'start' => $this->dateOrToday($queryParameters, 'start'),
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'end' => $this->dateOrToday($queryParameters, 'end'),
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'preselected' => $this->stringFromQueryParams($queryParameters, 'preselected', 'empty'),
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'period' => $this->stringFromQueryParams($queryParameters, 'period', '1M'),
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'accounts' => $this->arrayOfStrings($queryParameters, 'accounts'),
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// preselected heeft maar een paar toegestane waardes, dat moet ook goed gaan.
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// 'query' => $this->arrayOfStrings($queryParameters, 'query'),
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@ -57,14 +57,11 @@ class ChartData
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if (array_key_exists('native_currency_id', $data)) {
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$data['native_currency_id'] = (string) $data['native_currency_id'];
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}
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if (!array_key_exists('start', $data)) {
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throw new FireflyException('Data-set is missing the "start"-variable.');
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$required = ['start', 'date', 'end', 'entries', 'native_entries'];
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foreach ($required as $field) {
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if (!array_key_exists($field, $data)) {
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throw new FireflyException(sprintf('Data-set is missing the "%s"-variable.', $field));
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}
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if (!array_key_exists('end', $data)) {
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throw new FireflyException('Data-set is missing the "end"-variable.');
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}
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if (!array_key_exists('period', $data)) {
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throw new FireflyException('Data-set is missing the "period"-variable.');
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}
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$this->series[] = $data;
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@ -44,6 +44,13 @@ class AccountBalanceGrouped
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private array $journals = [];
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private string $preferredRange;
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private Carbon $start;
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private ExchangeRateConverter $converter;
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public function __construct()
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{
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$this->accountIds = [];
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$this->converter = app(ExchangeRateConverter::class);
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}
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/**
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* Convert the given input to a chart compatible array.
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@ -66,6 +73,7 @@ class AccountBalanceGrouped
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'native_currency_symbol' => $currency['native_currency_symbol'],
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'native_currency_code' => $currency['native_currency_code'],
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'native_currency_decimal_places' => $currency['native_currency_decimal_places'],
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'date' => $this->start->toAtomString(),
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'start' => $this->start->toAtomString(),
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'end' => $this->end->toAtomString(),
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'period' => $this->preferredRange,
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@ -82,6 +90,7 @@ class AccountBalanceGrouped
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'native_currency_symbol' => $currency['native_currency_symbol'],
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'native_currency_code' => $currency['native_currency_code'],
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'native_currency_decimal_places' => $currency['native_currency_decimal_places'],
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'date' => $this->start->toAtomString(),
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'start' => $this->start->toAtomString(),
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'end' => $this->end->toAtomString(),
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'period' => $this->preferredRange,
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@ -124,76 +133,7 @@ class AccountBalanceGrouped
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// loop. group by currency and by period.
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/** @var array $journal */
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foreach ($this->journals as $journal) {
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// format the date according to the period
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$period = $journal['date']->format($this->carbonFormat);
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$currencyId = (int)$journal['currency_id'];
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$currency = $this->currencies[$currencyId] ?? TransactionCurrency::find($currencyId);
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$this->currencies[$currencyId] = $currency; // may just re-assign itself, don't mind.
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// set the array with monetary info, if it does not exist.
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$this->data[$currencyId] ??= [
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'currency_id' => (string)$currencyId,
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'currency_symbol' => $journal['currency_symbol'],
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'currency_code' => $journal['currency_code'],
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'currency_name' => $journal['currency_name'],
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'currency_decimal_places' => $journal['currency_decimal_places'],
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// native currency info (could be the same)
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'native_currency_id' => (string)$this->default->id,
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'native_currency_code' => $this->default->code,
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'native_currency_symbol' => $this->default->symbol,
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'native_currency_decimal_places' => $this->default->decimal_places,
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];
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// set the array (in monetary info) with spent/earned in this $period, if it does not exist.
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$this->data[$currencyId][$period] ??= [
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'period' => $period,
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'spent' => '0',
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'earned' => '0',
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'native_spent' => '0',
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'native_earned' => '0',
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];
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// is this journal's amount in- our outgoing?
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$key = 'spent';
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$amount = app('steam')->negative($journal['amount']);
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// deposit = incoming
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// transfer or reconcile or opening balance, and these accounts are the destination.
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if (
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TransactionType::DEPOSIT === $journal['transaction_type_type']
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|| (
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(
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TransactionType::TRANSFER === $journal['transaction_type_type']
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|| TransactionType::RECONCILIATION === $journal['transaction_type_type']
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|| TransactionType::OPENING_BALANCE === $journal['transaction_type_type']
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)
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&& in_array($journal['destination_account_id'], $this->accountIds, true)
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)
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) {
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$key = 'earned';
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$amount = app('steam')->positive($journal['amount']);
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}
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// get conversion rate
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try {
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$rate = $converter->getCurrencyRate($currency, $this->default, $journal['date']);
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} catch (FireflyException $e) {
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app('log')->error($e->getMessage());
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$rate = '1';
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}
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$amountConverted = bcmul($amount, $rate);
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// perhaps transaction already has the foreign amount in the native currency.
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if ((int)$journal['foreign_currency_id'] === $this->default->id) {
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$amountConverted = $journal['foreign_amount'] ?? '0';
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$amountConverted = 'earned' === $key ? app('steam')->positive($amountConverted) : app('steam')->negative($amountConverted);
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}
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// add normal entry
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$this->data[$currencyId][$period][$key] = bcadd($this->data[$currencyId][$period][$key], $amount);
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// add converted entry
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$convertedKey = sprintf('native_%s', $key);
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$this->data[$currencyId][$period][$convertedKey] = bcadd($this->data[$currencyId][$period][$convertedKey], $amountConverted);
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$this->processJournal($journal);
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}
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$converter->summarize();
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}
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@ -242,4 +182,111 @@ class AccountBalanceGrouped
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{
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$this->start = $start;
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}
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private function processJournal(array $journal): void
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{
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// format the date according to the period
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$period = $journal['date']->format($this->carbonFormat);
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$currencyId = (int) $journal['currency_id'];
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$currency = $this->findCurrency($currencyId);
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// set the array with monetary info, if it does not exist.
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$this->createDefaultDataEntry($journal);
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// set the array (in monetary info) with spent/earned in this $period, if it does not exist.
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$this->createDefaultPeriodEntry($journal);
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// is this journal's amount in- our outgoing?
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$key = $this->getDataKey($journal);
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$amount = 'spent' === $key ? app('steam')->negative($journal['amount']) : app('steam')->positive($journal['amount']);
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// get conversion rate
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$rate = $this->getRate($currency, $journal['date']);
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$amountConverted = bcmul($amount, $rate);
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// perhaps transaction already has the foreign amount in the native currency.
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if ((int) $journal['foreign_currency_id'] === $this->default->id) {
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$amountConverted = $journal['foreign_amount'] ?? '0';
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$amountConverted = 'earned' === $key ? app('steam')->positive($amountConverted) : app('steam')->negative($amountConverted);
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}
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// add normal entry
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$this->data[$currencyId][$period][$key] = bcadd($this->data[$currencyId][$period][$key], $amount);
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// add converted entry
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$convertedKey = sprintf('native_%s', $key);
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$this->data[$currencyId][$period][$convertedKey] = bcadd($this->data[$currencyId][$period][$convertedKey], $amountConverted);
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}
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private function findCurrency(int $currencyId): TransactionCurrency
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{
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if (array_key_exists($currencyId, $this->currencies)) {
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return $this->currencies[$currencyId];
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}
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$this->currencies[$currencyId] = TransactionCurrency::find($currencyId);
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return $this->currencies[$currencyId];
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}
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private function createDefaultDataEntry(array $journal): void
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{
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$currencyId = (int) $journal['currency_id'];
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$this->data[$currencyId] ??= [
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'currency_id' => (string) $currencyId,
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'currency_symbol' => $journal['currency_symbol'],
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'currency_code' => $journal['currency_code'],
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'currency_name' => $journal['currency_name'],
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'currency_decimal_places' => $journal['currency_decimal_places'],
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// native currency info (could be the same)
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'native_currency_id' => (string) $this->default->id,
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'native_currency_code' => $this->default->code,
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'native_currency_symbol' => $this->default->symbol,
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'native_currency_decimal_places' => $this->default->decimal_places,
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];
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}
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private function createDefaultPeriodEntry(array $journal): void
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{
|
||||
$currencyId = (int) $journal['currency_id'];
|
||||
$period = $journal['date']->format($this->carbonFormat);
|
||||
$this->data[$currencyId][$period] ??= [
|
||||
'period' => $period,
|
||||
'spent' => '0',
|
||||
'earned' => '0',
|
||||
'native_spent' => '0',
|
||||
'native_earned' => '0',
|
||||
];
|
||||
}
|
||||
|
||||
private function getDataKey(array $journal): string
|
||||
{
|
||||
|
||||
$key = 'spent';
|
||||
// deposit = incoming
|
||||
// transfer or reconcile or opening balance, and these accounts are the destination.
|
||||
if (
|
||||
TransactionType::DEPOSIT === $journal['transaction_type_type']
|
||||
|
||||
|| (
|
||||
(
|
||||
TransactionType::TRANSFER === $journal['transaction_type_type']
|
||||
|| TransactionType::RECONCILIATION === $journal['transaction_type_type']
|
||||
|| TransactionType::OPENING_BALANCE === $journal['transaction_type_type']
|
||||
)
|
||||
&& in_array($journal['destination_account_id'], $this->accountIds, true)
|
||||
)
|
||||
) {
|
||||
$key = 'earned';
|
||||
}
|
||||
return $key;
|
||||
}
|
||||
|
||||
private function getRate(TransactionCurrency $currency, Carbon $date): string
|
||||
{
|
||||
try {
|
||||
$rate = $this->converter->getCurrencyRate($currency, $this->default, $date);
|
||||
} catch (FireflyException $e) {
|
||||
app('log')->error($e->getMessage());
|
||||
$rate = '1';
|
||||
}
|
||||
return $rate;
|
||||
}
|
||||
}
|
||||
|
||||
77
app/Support/Http/Api/CollectsAccountsFromFilter.php
Normal file
77
app/Support/Http/Api/CollectsAccountsFromFilter.php
Normal file
@ -0,0 +1,77 @@
|
||||
<?php
|
||||
/*
|
||||
* CollectsAccountsFromFilter.php
|
||||
* Copyright (c) 2024 james@firefly-iii.org.
|
||||
*
|
||||
* This file is part of Firefly III (https://github.com/firefly-iii).
|
||||
*
|
||||
* This program is free software: you can redistribute it and/or modify
|
||||
* it under the terms of the GNU Affero General Public License as
|
||||
* published by the Free Software Foundation, either version 3 of the
|
||||
* License, or (at your option) any later version.
|
||||
*
|
||||
* This program is distributed in the hope that it will be useful,
|
||||
* but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
* GNU Affero General Public License for more details.
|
||||
*
|
||||
* You should have received a copy of the GNU Affero General Public License
|
||||
* along with this program. If not, see https://www.gnu.org/licenses/.
|
||||
*/
|
||||
|
||||
declare(strict_types=1);
|
||||
|
||||
namespace FireflyIII\Support\Http\Api;
|
||||
|
||||
use FireflyIII\Models\AccountType;
|
||||
use Illuminate\Support\Collection;
|
||||
|
||||
trait CollectsAccountsFromFilter
|
||||
{
|
||||
/**
|
||||
* TODO Duplicate function but I think it belongs here or in a separate trait
|
||||
*
|
||||
*/
|
||||
private function getAccountList(array $queryParameters): Collection
|
||||
{
|
||||
$collection = new Collection();
|
||||
|
||||
// always collect from the query parameter, even when it's empty.
|
||||
foreach ($queryParameters['accounts'] as $accountId) {
|
||||
$account = $this->repository->find((int) $accountId);
|
||||
if (null !== $account) {
|
||||
$collection->push($account);
|
||||
}
|
||||
}
|
||||
|
||||
// if no "preselected", and found accounts
|
||||
if ('empty' === $queryParameters['preselected'] && $collection->count() > 0) {
|
||||
return $collection;
|
||||
}
|
||||
// if no preselected, but no accounts:
|
||||
if ('empty' === $queryParameters['preselected'] && 0 === $collection->count()) {
|
||||
$defaultSet = $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT])->pluck('id')->toArray();
|
||||
$frontpage = app('preferences')->get('frontpageAccounts', $defaultSet);
|
||||
|
||||
if (!(is_array($frontpage->data) && count($frontpage->data) > 0)) {
|
||||
$frontpage->data = $defaultSet;
|
||||
$frontpage->save();
|
||||
}
|
||||
|
||||
return $this->repository->getAccountsById($frontpage->data);
|
||||
}
|
||||
|
||||
// both options are overruled by "preselected"
|
||||
if ('all' === $queryParameters['preselected']) {
|
||||
return $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT, AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
|
||||
}
|
||||
if ('assets' === $queryParameters['preselected']) {
|
||||
return $this->repository->getAccountsByType([AccountType::ASSET, AccountType::DEFAULT]);
|
||||
}
|
||||
if ('liabilities' === $queryParameters['preselected']) {
|
||||
return $this->repository->getAccountsByType([AccountType::LOAN, AccountType::DEBT, AccountType::MORTGAGE]);
|
||||
}
|
||||
|
||||
return $collection;
|
||||
}
|
||||
}
|
||||
@ -45,6 +45,24 @@ Route::group(
|
||||
}
|
||||
);
|
||||
|
||||
// V2 API routes for charts
|
||||
Route::group(
|
||||
[
|
||||
'namespace' => 'FireflyIII\Api\V2\Controllers\Chart',
|
||||
'prefix' => 'v2/chart',
|
||||
'as' => 'api.v1.chart.',
|
||||
],
|
||||
static function (): void {
|
||||
Route::get('account/dashboard', ['uses' => 'AccountController@dashboard', 'as' => 'account.dashboard']);
|
||||
// Route::get('budget/dashboard', ['uses' => 'BudgetController@dashboard', 'as' => 'budget.dashboard']);
|
||||
// Route::get('category/dashboard', ['uses' => 'CategoryController@dashboard', 'as' => 'category.dashboard']);
|
||||
Route::get('balance/balance', ['uses' => 'BalanceController@balance', 'as' => 'balance.balance']);
|
||||
}
|
||||
);
|
||||
|
||||
|
||||
|
||||
|
||||
// JsonApiRoute::server('v3')
|
||||
// ->prefix('v3')
|
||||
// ->resources(function (ResourceRegistrar $server) {
|
||||
@ -106,20 +124,7 @@ Route::group(
|
||||
}
|
||||
);
|
||||
|
||||
// V2 API routes for charts
|
||||
Route::group(
|
||||
[
|
||||
'namespace' => 'FireflyIII\Api\V2\Controllers\Chart',
|
||||
'prefix' => 'v2/chart',
|
||||
'as' => 'api.v1.chart.',
|
||||
],
|
||||
static function (): void {
|
||||
Route::get('account/dashboard', ['uses' => 'AccountController@dashboard', 'as' => 'account.dashboard']);
|
||||
Route::get('budget/dashboard', ['uses' => 'BudgetController@dashboard', 'as' => 'budget.dashboard']);
|
||||
Route::get('category/dashboard', ['uses' => 'CategoryController@dashboard', 'as' => 'category.dashboard']);
|
||||
Route::get('balance/balance', ['uses' => 'BalanceController@balance', 'as' => 'balance.balance']);
|
||||
}
|
||||
);
|
||||
|
||||
|
||||
// V2 API route for accounts.
|
||||
Route::group(
|
||||
|
||||
Loading…
Reference in New Issue
Block a user