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Added some correcting methods. [skip ci]
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@ -99,15 +99,22 @@ class TransactionJournal extends Model
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/** @var Tag $tag */
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$tag = $this->tags()->where('tagMode', 'advancePayment')->first();
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if ($tag && $this->transactionType->type == 'Withdrawal') {
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// loop other deposits, remove from our amount.
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$others = $tag->transactionJournals()->transactionTypes(['Deposit'])->get();
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foreach ($others as $other) {
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$amount -= $other->amount;
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$amount -= $other->actualAmount;
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}
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return $amount;
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}
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// if this journal is part of an advancePayment AND the journal is a deposit,
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// then the journal amount is correcting a withdrawal, and the amount is zero:
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if ($tag && $this->transactionType->type == 'Deposit') {
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return 0;
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}
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return $amount;
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}
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@ -99,6 +99,7 @@ class BudgetRepository implements BudgetRepositoryInterface
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public function getBudgets()
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{
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$budgets = Auth::user()->budgets()->get();
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return $budgets;
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}
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@ -287,6 +288,40 @@ class BudgetRepository implements BudgetRepositoryInterface
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return $sum;
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}
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/**
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* @param Budget $budget
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* @param Carbon $start
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* @param Carbon $end
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* @param bool $shared
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*
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* @return float
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*/
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public function spentInPeriodCorrected(Budget $budget, Carbon $start, Carbon $end, $shared = true)
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{
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if ($shared === true) {
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// get everything:
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$sum = floatval($budget->transactionjournals()->before($end)->after($start)->lessThan(0)->get(['transaction_journals.*'])->sum('amount'));
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} else {
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// get all journals in this month where the asset account is NOT shared.
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$sum = $budget->transactionjournals()
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->before($end)
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->after($start)
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->lessThan(0)
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->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id')
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->leftJoin(
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'account_meta', function (JoinClause $join) {
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$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
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}
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)
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->where('account_meta.data', '!=', '"sharedAsset"')
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->get(['transaction_journals.*'])
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->sum('amount');
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$sum = floatval($sum);
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}
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return $sum;
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}
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/**
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* @param array $data
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*
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@ -372,4 +407,16 @@ class BudgetRepository implements BudgetRepositoryInterface
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}
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/**
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* @param Budget $budget
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* @param Carbon $date
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*
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* @return float
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*/
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public function expensesOnDayCorrected(Budget $budget, Carbon $date)
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{
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$sum = floatval($budget->transactionjournals()->transactionTypes(['Withdrawal'])->onDate($date)->get(['transaction_journals.*'])->sum('amount'));
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return $sum * -1;
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}
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}
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@ -34,6 +34,16 @@ interface BudgetRepositoryInterface
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*/
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public function expensesOnDay(Budget $budget, Carbon $date);
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/**
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* Takes tags into account.
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*
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* @param Budget $budget
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* @param Carbon $date
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*
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* @return float
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*/
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public function expensesOnDayCorrected(Budget $budget, Carbon $date);
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/**
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* @return Collection
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*/
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@ -122,16 +132,30 @@ interface BudgetRepositoryInterface
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*/
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public function getWithoutBudgetSum(Carbon $start, Carbon $end);
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/**
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* @param Budget $budget
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* @param Carbon $start
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* @param Carbon $end
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* @param Budget $budget
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* @param Carbon $start
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* @param Carbon $end
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* @param boolean $shared
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*
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* @return float
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*/
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public function spentInPeriod(Budget $budget, Carbon $start, Carbon $end, $shared = true);
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/**
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*
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* Same as ::spentInPeriod but corrects journals for their amount (tags).
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*
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* @param Budget $budget
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* @param Carbon $start
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* @param Carbon $end
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* @param boolean $shared
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*
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* @return float
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*/
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public function spentInPeriodCorrected(Budget $budget, Carbon $start, Carbon $end, $shared = true);
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/**
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* @param array $data
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*
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@ -205,6 +205,48 @@ class CategoryRepository implements CategoryRepositoryInterface
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return $sum;
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}
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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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*
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* @param bool $shared
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*
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* @return float
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*/
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public function spentInPeriodCorrected(Category $category, Carbon $start, Carbon $end, $shared = false)
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{
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if ($shared === true) {
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// shared is true.
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// always ignore transfers between accounts!
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$sum = floatval(
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$category->transactionjournals()
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->transactionTypes(['Withdrawal'])
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->before($end)->after($start)->get(['transaction_journals.*'])->sum('amount')
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);
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} else {
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// do something else, SEE budgets.
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// get all journals in this month where the asset account is NOT shared.
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$sum = $category->transactionjournals()
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->before($end)
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->after($start)
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->transactionTypes(['Withdrawal'])
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->lessThan(0)
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->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id')
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->leftJoin(
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'account_meta', function (JoinClause $join) {
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$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
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}
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)
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->where('account_meta.data', '!=', '"sharedAsset"')
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->get(['transaction_journals.*'])->sum('amount');
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$sum = floatval($sum);
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}
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return $sum;
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}
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/**
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* @param Category $category
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* @param Carbon $date
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@ -216,6 +258,18 @@ class CategoryRepository implements CategoryRepositoryInterface
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return floatval($category->transactionjournals()->onDate($date)->lessThan(0)->sum('amount')) * -1;
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}
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/**
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* Corrected for tags
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* @param Category $category
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* @param Carbon $date
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*
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* @return float
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*/
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public function spentOnDaySumCorrected(Category $category, Carbon $date)
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{
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return floatval($category->transactionjournals()->onDate($date)->get(['transaction_journals.*'])->sum('amount'));
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}
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/**
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* @param array $data
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*
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@ -81,6 +81,19 @@ interface CategoryRepositoryInterface
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*/
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public function spentInPeriod(Category $category, Carbon $start, Carbon $end, $shared = false);
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/**
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* Corrected for tags.
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*
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* @param Category $category
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* @param \Carbon\Carbon $start
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* @param \Carbon\Carbon $end
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*
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* @param bool $shared
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*
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* @return float
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*/
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public function spentInPeriodCorrected(Category $category, Carbon $start, Carbon $end, $shared = false);
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/**
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* @param Category $category
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* @param Carbon $date
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@ -89,6 +102,16 @@ interface CategoryRepositoryInterface
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*/
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public function spentOnDaySum(Category $category, Carbon $date);
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/**
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*
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* Corrected for tags.
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* @param Category $category
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* @param Carbon $date
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*
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* @return float
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*/
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public function spentOnDaySumCorrected(Category $category, Carbon $date);
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/**
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* @param array $data
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*
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@ -39,6 +39,21 @@ class Budget extends Twig_Extension
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}
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);
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$functions[] = new Twig_SimpleFunction(
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'spentInRepetitionCorrected', function (LimitRepetition $repetition) {
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$sum =
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Auth::user()->transactionjournals()
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->leftJoin('budget_transaction_journal', 'budget_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id')
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->leftJoin('budget_limits', 'budget_limits.budget_id', '=', 'budget_transaction_journal.budget_id')
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->leftJoin('limit_repetitions', 'limit_repetitions.budget_limit_id', '=', 'budget_limits.id')
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->before($repetition->enddate)
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->after($repetition->startdate)
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->where('limit_repetitions.id', '=', $repetition->id)
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->get(['transaction_journals.*'])->sum('amount');
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return floatval($sum);
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}
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);
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return $functions;
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}
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