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Add balance group.
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@ -33,7 +33,6 @@ use FireflyIII\Helpers\Collector\GroupCollectorInterface;
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use FireflyIII\Helpers\Report\NetWorthInterface;
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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\Models\TransactionType;
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use FireflyIII\Models\UserGroup;
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use FireflyIII\Repositories\UserGroups\Account\AccountRepositoryInterface;
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@ -43,6 +42,7 @@ use FireflyIII\Repositories\UserGroups\Budget\BudgetRepositoryInterface;
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use FireflyIII\Repositories\UserGroups\Budget\OperationsRepositoryInterface;
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use FireflyIII\Repositories\UserGroups\Currency\CurrencyRepositoryInterface;
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use FireflyIII\Support\Http\Api\ExchangeRateConverter;
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use FireflyIII\Support\Http\Api\SummaryBalanceGrouped;
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use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
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use FireflyIII\User;
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use Illuminate\Http\JsonResponse;
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@ -126,20 +126,12 @@ class BasicController extends Controller
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*/
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private function getBalanceInformation(Carbon $start, Carbon $end): array
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{
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// prep some arrays:
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$incomes = [
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'native' => '0',
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];
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$expenses = [
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'native' => '0',
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];
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$sums = [
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'native' => '0',
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];
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$return = [];
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$currencies = [];
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$converter = new ExchangeRateConverter();
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$object = new SummaryBalanceGrouped();
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$default = app('amount')->getDefaultCurrency();
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$object->setDefault($default);
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/** @var User $user */
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$user = auth()->user();
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@ -156,30 +148,8 @@ class BasicController extends Controller
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->setRange($start, $end);
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$set = $collector->getExtractedJournals();
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/** @var array $transactionJournal */
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foreach ($set as $transactionJournal) {
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// transaction info:
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$currencyId = (int)$transactionJournal['currency_id'];
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$amount = bcmul($transactionJournal['amount'], '-1');
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$currency = $currencies[$currencyId] ?? TransactionCurrency::find($currencyId);
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$currencies[$currencyId] = $currency;
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$nativeAmount = $converter->convert($currency, $default, $transactionJournal['date'], $amount);
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if ((int)$transactionJournal['foreign_currency_id'] === $default->id) {
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// use foreign amount instead
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$nativeAmount = $transactionJournal['foreign_amount'];
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}
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// prep the arrays
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$incomes[$currencyId] ??= '0';
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$incomes['native'] ??= '0';
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$sums[$currencyId] ??= '0';
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$sums['native'] ??= '0';
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$object->groupTransactions('income', $set);
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// add values:
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$incomes[$currencyId] = bcadd($incomes[$currencyId], $amount);
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$sums[$currencyId] = bcadd($sums[$currencyId], $amount);
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$incomes['native'] = bcadd($incomes['native'], $nativeAmount);
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$sums['native'] = bcadd($sums['native'], $nativeAmount);
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}
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// collect expenses of user using the new group collector.
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/** @var GroupCollectorInterface $collector */
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@ -193,95 +163,9 @@ class BasicController extends Controller
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->setTypes([TransactionType::WITHDRAWAL])
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->setRange($start, $end);
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$set = $collector->getExtractedJournals();
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$object->groupTransactions('expense', $set);
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/** @var array $transactionJournal */
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foreach ($set as $transactionJournal) {
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// transaction info
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$currencyId = (int)$transactionJournal['currency_id'];
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$amount = $transactionJournal['amount'];
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$currency = $currencies[$currencyId] ?? $this->currencyRepos->find($currencyId);
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$currencies[$currencyId] = $currency;
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$nativeAmount = $converter->convert($currency, $default, $transactionJournal['date'], $amount);
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if ((int)$transactionJournal['foreign_currency_id'] === $default->id) {
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// use foreign amount instead
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$nativeAmount = $transactionJournal['foreign_amount'];
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}
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// prep arrays
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$expenses[$currencyId] ??= '0';
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$expenses['native'] ??= '0';
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$sums[$currencyId] ??= '0';
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$sums['native'] ??= '0';
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// add values
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$expenses[$currencyId] = bcadd($expenses[$currencyId], $amount);
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$sums[$currencyId] = bcadd($sums[$currencyId], $amount);
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$expenses['native'] = bcadd($expenses['native'], $nativeAmount);
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$sums['native'] = bcadd($sums['native'], $nativeAmount);
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}
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// create special array for native currency:
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$return[] = [
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'key' => 'balance-in-native',
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'value' => $sums['native'],
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'currency_id' => (string)$default->id,
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'currency_code' => $default->code,
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'currency_symbol' => $default->symbol,
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'currency_decimal_places' => $default->decimal_places,
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];
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$return[] = [
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'key' => 'spent-in-native',
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'value' => $expenses['native'],
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'currency_id' => (string)$default->id,
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'currency_code' => $default->code,
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'currency_symbol' => $default->symbol,
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'currency_decimal_places' => $default->decimal_places,
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];
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$return[] = [
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'key' => 'earned-in-native',
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'value' => $incomes['native'],
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'currency_id' => (string)$default->id,
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'currency_code' => $default->code,
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'currency_symbol' => $default->symbol,
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'currency_decimal_places' => $default->decimal_places,
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];
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// format amounts:
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$keys = array_keys($sums);
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foreach ($keys as $currencyId) {
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if ('native' === $currencyId) {
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// skip native entries.
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continue;
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}
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$currency = $currencies[$currencyId] ?? $this->currencyRepos->find($currencyId);
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$currencies[$currencyId] = $currency;
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// create objects for big array.
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$return[] = [
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'key' => sprintf('balance-in-%s', $currency->code),
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'value' => $sums[$currencyId] ?? '0',
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'currency_id' => (string)$currency->id,
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'currency_code' => $currency->code,
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'currency_symbol' => $currency->symbol,
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'currency_decimal_places' => $currency->decimal_places,
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];
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$return[] = [
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'key' => sprintf('spent-in-%s', $currency->code),
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'value' => $expenses[$currencyId] ?? '0',
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'currency_id' => (string)$currency->id,
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'currency_code' => $currency->code,
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'currency_symbol' => $currency->symbol,
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'currency_decimal_places' => $currency->decimal_places,
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];
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$return[] = [
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'key' => sprintf('earned-in-%s', $currency->code),
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'value' => $incomes[$currencyId] ?? '0',
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'currency_id' => (string)$currency->id,
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'currency_code' => $currency->code,
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'currency_symbol' => $currency->symbol,
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'currency_decimal_places' => $currency->decimal_places,
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];
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}
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return $return;
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return $object->groupData();
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}
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/**
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142
app/Support/Http/Api/SummaryBalanceGrouped.php
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142
app/Support/Http/Api/SummaryBalanceGrouped.php
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@ -0,0 +1,142 @@
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<?php
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/*
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* SummaryBalanceGrouped.php
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* Copyright (c) 2023 james@firefly-iii.org
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*
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* This file is part of Firefly III (https://github.com/firefly-iii).
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*
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* This program is free software: you can redistribute it and/or modify
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* it under the terms of the GNU Affero General Public License as
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* published by the Free Software Foundation, either version 3 of the
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* License, or (at your option) any later version.
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*
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* This program is distributed in the hope that it will be useful,
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* but WITHOUT ANY WARRANTY; without even the implied warranty of
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* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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* GNU Affero General Public License for more details.
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*
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* You should have received a copy of the GNU Affero General Public License
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* along with this program. If not, see <https://www.gnu.org/licenses/>.
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*/
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declare(strict_types=1);
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namespace FireflyIII\Support\Http\Api;
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use FireflyIII\Models\TransactionCurrency;
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use FireflyIII\Repositories\UserGroups\Currency\CurrencyRepositoryInterface;
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class SummaryBalanceGrouped
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{
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private TransactionCurrency $default;
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private array $amounts = [];
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private array $keys = [];
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private const string SUM = 'sum';
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private CurrencyRepositoryInterface $currencyRepository;
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public function __construct()
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{
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$this->keys = [self::SUM];
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$this->currencyRepository = app(CurrencyRepositoryInterface::class);
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}
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/**
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* TODO remember to do -1 for deposits.
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*
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* @param array $journals
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*
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* @return void
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*/
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public function groupTransactions(string $key, array $journals): void
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{
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$converter = new ExchangeRateConverter();
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$this->keys[] = $key;
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/** @var array $journal */
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foreach ($journals as $journal) {
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// transaction info:
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$currencyId = (int)$journal['currency_id'];
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$amount = $journal['amount'];
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$currency = $currencies[$currencyId] ?? TransactionCurrency::find($currencyId);
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$currencies[$currencyId] = $currency;
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$nativeAmount = $converter->convert($currency, $this->default, $journal['date'], $amount);
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if ((int)$journal['foreign_currency_id'] === $this->default->id) {
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// use foreign amount instead
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$nativeAmount = $journal['foreign_amount'];
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}
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// prep the arrays
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$this->amounts[$key] ??= [];
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$this->amounts[$key][$currencyId] ??= '0';
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$this->amounts[$key]['native'] ??= '0';
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$this->amounts[self::SUM][$currencyId] ??= '0';
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$this->amounts[self::SUM]['native'] ??= '0';
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// add values:
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$this->amounts[$key][$currencyId] = bcadd($this->amounts[$key][$currencyId], $amount);
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$this->amounts[self::SUM][$currencyId] = bcadd($this->amounts[self::SUM][$currencyId], $amount);
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$this->amounts[$key]['native'] = bcadd($this->amounts[$key]['native'], $nativeAmount);
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$this->amounts[self::SUM]['native'] = bcadd($this->amounts[self::SUM]['native'], $nativeAmount);
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}
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}
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/**
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* @return array
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*/
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public function groupData(): array
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{
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$return = [];
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foreach ($this->keys as $key) {
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$title = match ($key) {
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'sum' => 'balance',
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'expense' => 'spent',
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'income' => 'earned',
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default => 'something'
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};
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$amount = 'income' === $key ? bcsub($this->amounts[$key]['native'], '-1') : $this->amounts[$key]['native'];
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$return[] = [
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'key' => sprintf('%s-in-native', $title),
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'value' => $amount,
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'currency_id' => (string)$this->default->id,
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'currency_code' => $this->default->code,
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'currency_symbol' => $this->default->symbol,
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'currency_decimal_places' => $this->default->decimal_places,
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];
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}
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// loop 3: format amounts:
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$currencyIds = array_keys($this->amounts[self::SUM]);
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foreach ($currencyIds as $currencyId) {
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if ('native' === $currencyId) {
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// skip native entries.
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continue;
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}
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$currency = $currencies[$currencyId] ?? $this->currencyRepository->find($currencyId);
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$currencies[$currencyId] = $currency;
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// create objects for big array.
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foreach ($this->keys as $key) {
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$title = match ($key) {
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'sum' => 'balance',
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'expense' => 'spent',
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'income' => 'earned',
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default => 'something'
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};
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$amount = $this->amounts[$key][$currencyId] ?? '0';
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$amount = 'income' === $key ? bcsub($amount, '-1') : $amount;
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$return[] = [
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'key' => sprintf('%s-in-%s', $title, $currency->code),
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'value' => $amount,
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'currency_id' => (string)$currency->id,
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'currency_code' => $currency->code,
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'currency_symbol' => $currency->symbol,
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'currency_decimal_places' => $currency->decimal_places,
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];
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}
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}
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return $return;
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}
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public function setDefault(TransactionCurrency $default): void
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{
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$this->default = $default;
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}
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}
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