mirror of
https://github.com/firefly-iii/firefly-iii.git
synced 2025-02-25 18:45:27 -06:00
Simplify report.
This commit is contained in:
James Cole
parent
590591f6bd
commit
ff32f96295
@ -26,13 +26,13 @@ use Carbon\Carbon;
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use FireflyIII\Http\Controllers\Controller;
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use FireflyIII\Http\Controllers\Controller;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\Budget;
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use FireflyIII\Models\Budget;
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use FireflyIII\Models\BudgetLimit;
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use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
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use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
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use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
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use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
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use FireflyIII\Repositories\Budget\NoBudgetRepositoryInterface;
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use FireflyIII\Repositories\Budget\NoBudgetRepositoryInterface;
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use FireflyIII\Repositories\Budget\OperationsRepositoryInterface;
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use FireflyIII\Repositories\Budget\OperationsRepositoryInterface;
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use FireflyIII\Support\CacheProperties;
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use FireflyIII\Support\CacheProperties;
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use FireflyIII\Support\Http\Controllers\BasicDataSupport;
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use FireflyIII\Support\Http\Controllers\BasicDataSupport;
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use FireflyIII\Support\Report\Budget\BudgetReportGenerator;
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use Illuminate\Contracts\View\Factory;
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use Illuminate\Contracts\View\Factory;
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use Illuminate\Support\Collection;
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use Illuminate\Support\Collection;
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use Illuminate\View\View;
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use Illuminate\View\View;
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@ -312,143 +312,16 @@ class BudgetController extends Controller
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*/
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*/
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public function general(Collection $accounts, Carbon $start, Carbon $end)
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public function general(Collection $accounts, Carbon $start, Carbon $end)
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{
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{
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/** @var BudgetReportGenerator $generator */
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$generator = app(BudgetReportGenerator::class);
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$report = [
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$generator->setUser(auth()->user());
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'budgets' => [],
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$generator->setAccounts($accounts);
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'sums' => [],
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$generator->setStart($start);
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];
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$generator->setEnd($end);
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$budgets = $this->repository->getBudgets();
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$defaultCurrency = app('amount')->getDefaultCurrency();
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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$budgetId = (int) $budget->id;
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$report['budgets'][$budgetId] = $report['budgets'][$budgetId] ?? [
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'budget_id' => $budgetId,
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'budget_name' => $budget->name,
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'no_budget' => false,
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'budget_limits' => [],
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];
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// get all budget limits for budget in period:
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$generator->general();
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$limits = $this->blRepository->getBudgetLimits($budget, $start, $end);
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$report = $generator->getReport();
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/** @var BudgetLimit $limit */
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foreach ($limits as $limit) {
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$limitId = (int) $limit->id;
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$currency = $limit->transactionCurrency ?? $defaultCurrency;
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$currencyId = (int) $currency->id;
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$expenses = $this->opsRepository->sumExpenses($limit->start_date, $limit->end_date, $accounts, new Collection([$budget]));
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$spent = $expenses[$currencyId]['sum'] ?? '0';
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$left = -1 === bccomp(bcadd($limit->amount, $spent), '0') ? '0' : bcadd($limit->amount, $spent);
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$overspent = 1 === bccomp(bcmul($spent, '-1'), $limit->amount) ? bcadd($spent, $limit->amount) : '0';
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$report['budgets'][$budgetId]['budget_limits'][$limitId] = $report['budgets'][$budgetId]['budget_limits'][$limitId] ?? [
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'budget_limit_id' => $limitId,
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'start_date' => $limit->start_date,
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'end_date' => $limit->end_date,
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'budgeted' => $limit->amount,
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'budgeted_pct' => '0',
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'spent' => $spent,
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'spent_pct' => '0',
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'left' => $left,
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'overspent' => $overspent,
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'currency_id' => $currencyId,
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'currency_code' => $currency->code,
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'currency_name' => $currency->name,
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'currency_symbol' => $currency->symbol,
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'currency_decimal_places' => $currency->decimal_places,
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];
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// make sum information:
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$report['sums'][$currencyId]
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= $report['sums'][$currencyId] ?? [
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'budgeted' => '0',
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'spent' => '0',
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'left' => '0',
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'overspent' => '0',
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'currency_id' => $currencyId,
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'currency_code' => $currency->code,
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'currency_name' => $currency->name,
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'currency_symbol' => $currency->symbol,
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'currency_decimal_places' => $currency->decimal_places,
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];
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$report['sums'][$currencyId]['budgeted'] = bcadd($report['sums'][$currencyId]['budgeted'], $limit->amount);
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$report['sums'][$currencyId]['spent'] = bcadd($report['sums'][$currencyId]['spent'], $spent);
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$report['sums'][$currencyId]['left'] = bcadd($report['sums'][$currencyId]['left'], bcadd($limit->amount, $spent));
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$report['sums'][$currencyId]['overspent'] = bcadd($report['sums'][$currencyId]['overspent'], $overspent);
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}
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}
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// add no budget info.
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$report['budgets'][0] = $report['budgets'][0] ?? [
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'budget_id' => null,
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'budget_name' => null,
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'no_budget' => true,
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'budget_limits' => [],
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];
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$noBudget = $this->nbRepository->sumExpenses($start, $end);
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foreach ($noBudget as $noBudgetEntry) {
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// currency information:
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$nbCurrencyId = (int) ($noBudgetEntry['currency_id'] ?? $defaultCurrency->id);
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$nbCurrencyCode = $noBudgetEntry['currency_code'] ?? $defaultCurrency->code;
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$nbCurrencyName = $noBudgetEntry['currency_name'] ?? $defaultCurrency->name;
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$nbCurrencySymbol = $noBudgetEntry['currency_symbol'] ?? $defaultCurrency->symbol;
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$nbCurrencyDp = $noBudgetEntry['currency_decimal_places'] ?? $defaultCurrency->decimal_places;
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$report['budgets'][0]['budget_limits'][] = [
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'budget_limit_id' => null,
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'start_date' => $start,
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'end_date' => $end,
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'budgeted' => '0',
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'budgeted_pct' => '0',
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'spent' => $noBudgetEntry['sum'],
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'spent_pct' => '0',
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'left' => '0',
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'overspent' => '0',
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'currency_id' => $nbCurrencyId,
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'currency_code' => $nbCurrencyCode,
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'currency_name' => $nbCurrencyName,
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'currency_symbol' => $nbCurrencySymbol,
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'currency_decimal_places' => $nbCurrencyDp,
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];
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$report['sums'][$nbCurrencyId]['spent'] = bcadd($report['sums'][$nbCurrencyId]['spent'] ?? '0', $noBudgetEntry['sum']);
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// append currency info because it may be missing:
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$report['sums'][$nbCurrencyId]['currency_id'] = $nbCurrencyId;
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$report['sums'][$nbCurrencyId]['currency_code'] = $nbCurrencyCode;
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$report['sums'][$nbCurrencyId]['currency_name'] = $nbCurrencyName;
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$report['sums'][$nbCurrencyId]['currency_symbol'] = $nbCurrencySymbol;
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$report['sums'][$nbCurrencyId]['currency_decimal_places'] = $nbCurrencyDp;
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// append other sums because they might be missing:
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$report['sums'][$nbCurrencyId]['overspent'] = $report['sums'][$nbCurrencyId]['overspent'] ?? '0';
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$report['sums'][$nbCurrencyId]['left'] = $report['sums'][$nbCurrencyId]['left'] ?? '0';
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$report['sums'][$nbCurrencyId]['budgeted'] = $report['sums'][$nbCurrencyId]['budgeted'] ?? '0';
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}
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// make percentages based on total amount.
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foreach ($report['budgets'] as $budgetId => $data) {
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foreach ($data['budget_limits'] as $limitId => $entry) {
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$budgetId = (int) $budgetId;
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$limitId = (int) $limitId;
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$currencyId = (int) $entry['currency_id'];
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$spent = $entry['spent'];
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$totalSpent = $report['sums'][$currencyId]['spent'] ?? '0';
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$spentPct = '0';
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$budgeted = $entry['budgeted'];
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$totalBudgeted = $report['sums'][$currencyId]['budgeted'] ?? '0';
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$budgetedPct = '0';
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if (0 !== bccomp($spent, '0') && 0 !== bccomp($totalSpent, '0')) {
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$spentPct = round(bcmul(bcdiv($spent, $totalSpent), '100'));
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}
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if (0 !== bccomp($budgeted, '0') && 0 !== bccomp($totalBudgeted, '0')) {
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$budgetedPct = round(bcmul(bcdiv($budgeted, $totalBudgeted), '100'));
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}
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$report['sums'][$currencyId]['budgeted'] = $report['sums'][$currencyId]['budgeted'] ?? '0';
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$report['budgets'][$budgetId]['budget_limits'][$limitId]['spent_pct'] = $spentPct;
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$report['budgets'][$budgetId]['budget_limits'][$limitId]['budgeted_pct'] = $budgetedPct;
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}
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}
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return view('reports.partials.budgets', compact('report'))->render();
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return view('reports.partials.budgets', compact('report'))->render();
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}
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}
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298
app/Support/Report/Budget/BudgetReportGenerator.php
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298
app/Support/Report/Budget/BudgetReportGenerator.php
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@ -0,0 +1,298 @@
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<?php
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/*
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* BudgetReportGenerator.php
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* Copyright (c) 2020 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\Report\Budget;
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use Carbon\Carbon;
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use FireflyIII\Models\Budget;
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use FireflyIII\Models\BudgetLimit;
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use FireflyIII\Models\TransactionCurrency;
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use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
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use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
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use FireflyIII\Repositories\Budget\NoBudgetRepositoryInterface;
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use FireflyIII\Repositories\Budget\OperationsRepositoryInterface;
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use FireflyIII\User;
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use Illuminate\Support\Collection;
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/**
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* Class BudgetReportGenerator
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*
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* This class is basically a very long for-each loop disguised as a class. It's readable but not really OOP.
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*/
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class BudgetReportGenerator
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{
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private User $user;
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private Collection $accounts;
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private Carbon $start;
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private Carbon $end;
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private BudgetRepositoryInterface $repository;
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private BudgetLimitRepositoryInterface $blRepository;
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private TransactionCurrency $currency;
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private array $report;
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private OperationsRepositoryInterface $opsRepository;
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private NoBudgetRepositoryInterface $nbRepository;
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/**
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* BudgetReportGenerator constructor.
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*/
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public function __construct()
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{
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$this->repository = app(BudgetRepositoryInterface::class);
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$this->blRepository = app(BudgetLimitRepositoryInterface::class);
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$this->opsRepository = app(OperationsRepositoryInterface::class);
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$this->nbRepository = app(NoBudgetRepositoryInterface::class);
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$this->report = [];
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}
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/**
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* Generates the data necessary to create the card that displays
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* the budget overview in the general report.
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*/
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public function general(): void
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{
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$this->report = [
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'budgets' => [],
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'sums' => [],
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];
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$this->generalBudgetReport();
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$this->noBudgetReport();
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$this->percentageReport();
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}
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/**
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* @param User $user
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*/
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public function setUser(User $user): void
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{
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$this->user = $user;
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$this->repository->setUser($user);
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$this->blRepository->setUser($user);
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$this->opsRepository->setUser($user);
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$this->nbRepository->setUser($user);
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$this->currency = app('amount')->getDefaultCurrencyByUser($this->user);
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}
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/**
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* @param Collection $accounts
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*/
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public function setAccounts(Collection $accounts): void
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{
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$this->accounts = $accounts;
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}
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/**
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* @param Carbon $start
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*/
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public function setStart(Carbon $start): void
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{
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$this->start = $start;
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}
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/**
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* @param Carbon $end
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*/
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public function setEnd(Carbon $end): void
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{
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$this->end = $end;
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}
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/**
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* @return array
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*/
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public function getReport(): array
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{
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return $this->report;
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}
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/**
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* Start the report by processing every budget.
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*/
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private function generalBudgetReport(): void
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{
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$budgets = $this->repository->getBudgets();
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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$this->processBudget($budget);
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}
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}
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/**
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* Process expenses etc. for a single budget.
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*
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* @param Budget $budget
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*/
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private function processBudget(Budget $budget): void
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{
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$budgetId = (int) $budget->id;
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$this->report['budgets'][$budgetId] = $this->report['budgets'][$budgetId] ?? [
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'budget_id' => $budgetId,
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'budget_name' => $budget->name,
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'no_budget' => false,
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'budget_limits' => [],
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];
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// get all budget limits for budget in period:
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$limits = $this->blRepository->getBudgetLimits($budget, $this->start, $this->end);
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/** @var BudgetLimit $limit */
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foreach ($limits as $limit) {
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$this->processLimit($budget, $limit);
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}
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}
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/**
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* Process a single budget limit.
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* @param Budget $budget
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* @param BudgetLimit $limit
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*/
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private function processLimit(Budget $budget, BudgetLimit $limit): void
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{
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$budgetId = (int) $budget->id;
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$limitId = (int) $limit->id;
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$currency = $limit->transactionCurrency ?? $this->currency;
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$currencyId = (int) $currency->id;
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$expenses = $this->opsRepository->sumExpenses($limit->start_date, $limit->end_date, $this->accounts, new Collection([$budget]));
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$spent = $expenses[$currencyId]['sum'] ?? '0';
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$left = -1 === bccomp(bcadd($limit->amount, $spent), '0') ? '0' : bcadd($limit->amount, $spent);
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||||||
|
$overspent = 1 === bccomp(bcmul($spent, '-1'), $limit->amount) ? bcadd($spent, $limit->amount) : '0';
|
||||||
|
|
||||||
|
$this->report['budgets'][$budgetId]['budget_limits'][$limitId] = $this->report['budgets'][$budgetId]['budget_limits'][$limitId] ?? [
|
||||||
|
'budget_limit_id' => $limitId,
|
||||||
|
'start_date' => $limit->start_date,
|
||||||
|
'end_date' => $limit->end_date,
|
||||||
|
'budgeted' => $limit->amount,
|
||||||
|
'budgeted_pct' => '0',
|
||||||
|
'spent' => $spent,
|
||||||
|
'spent_pct' => '0',
|
||||||
|
'left' => $left,
|
||||||
|
'overspent' => $overspent,
|
||||||
|
'currency_id' => $currencyId,
|
||||||
|
'currency_code' => $currency->code,
|
||||||
|
'currency_name' => $currency->name,
|
||||||
|
'currency_symbol' => $currency->symbol,
|
||||||
|
'currency_decimal_places' => $currency->decimal_places,
|
||||||
|
];
|
||||||
|
|
||||||
|
// make sum information:
|
||||||
|
$this->report['sums'][$currencyId]
|
||||||
|
= $this->report['sums'][$currencyId] ?? [
|
||||||
|
'budgeted' => '0',
|
||||||
|
'spent' => '0',
|
||||||
|
'left' => '0',
|
||||||
|
'overspent' => '0',
|
||||||
|
'currency_id' => $currencyId,
|
||||||
|
'currency_code' => $currency->code,
|
||||||
|
'currency_name' => $currency->name,
|
||||||
|
'currency_symbol' => $currency->symbol,
|
||||||
|
'currency_decimal_places' => $currency->decimal_places,
|
||||||
|
];
|
||||||
|
$this->report['sums'][$currencyId]['budgeted'] = bcadd($this->report['sums'][$currencyId]['budgeted'], $limit->amount);
|
||||||
|
$this->report['sums'][$currencyId]['spent'] = bcadd($this->report['sums'][$currencyId]['spent'], $spent);
|
||||||
|
$this->report['sums'][$currencyId]['left'] = bcadd($this->report['sums'][$currencyId]['left'], bcadd($limit->amount, $spent));
|
||||||
|
$this->report['sums'][$currencyId]['overspent'] = bcadd($this->report['sums'][$currencyId]['overspent'], $overspent);
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
*
|
||||||
|
*/
|
||||||
|
private function noBudgetReport(): void
|
||||||
|
{
|
||||||
|
// add no budget info.
|
||||||
|
$this->report['budgets'][0] = [
|
||||||
|
'budget_id' => null,
|
||||||
|
'budget_name' => null,
|
||||||
|
'no_budget' => true,
|
||||||
|
'budget_limits' => [],
|
||||||
|
];
|
||||||
|
|
||||||
|
$noBudget = $this->nbRepository->sumExpenses($this->start, $this->end);
|
||||||
|
foreach ($noBudget as $noBudgetEntry) {
|
||||||
|
|
||||||
|
// currency information:
|
||||||
|
$nbCurrencyId = (int) ($noBudgetEntry['currency_id'] ?? $this->currency->id);
|
||||||
|
$nbCurrencyCode = $noBudgetEntry['currency_code'] ?? $this->currency->code;
|
||||||
|
$nbCurrencyName = $noBudgetEntry['currency_name'] ?? $this->currency->name;
|
||||||
|
$nbCurrencySymbol = $noBudgetEntry['currency_symbol'] ?? $this->currency->symbol;
|
||||||
|
$nbCurrencyDp = $noBudgetEntry['currency_decimal_places'] ?? $this->currency->decimal_places;
|
||||||
|
|
||||||
|
$this->report['budgets'][0]['budget_limits'][] = [
|
||||||
|
'budget_limit_id' => null,
|
||||||
|
'start_date' => $this->start,
|
||||||
|
'end_date' => $this->end,
|
||||||
|
'budgeted' => '0',
|
||||||
|
'budgeted_pct' => '0',
|
||||||
|
'spent' => $noBudgetEntry['sum'],
|
||||||
|
'spent_pct' => '0',
|
||||||
|
'left' => '0',
|
||||||
|
'overspent' => '0',
|
||||||
|
'currency_id' => $nbCurrencyId,
|
||||||
|
'currency_code' => $nbCurrencyCode,
|
||||||
|
'currency_name' => $nbCurrencyName,
|
||||||
|
'currency_symbol' => $nbCurrencySymbol,
|
||||||
|
'currency_decimal_places' => $nbCurrencyDp,
|
||||||
|
];
|
||||||
|
$this->report['sums'][$nbCurrencyId]['spent'] = bcadd($this->report['sums'][$nbCurrencyId]['spent'] ?? '0', $noBudgetEntry['sum']);
|
||||||
|
// append currency info because it may be missing:
|
||||||
|
$this->report['sums'][$nbCurrencyId]['currency_id'] = $nbCurrencyId;
|
||||||
|
$this->report['sums'][$nbCurrencyId]['currency_code'] = $nbCurrencyCode;
|
||||||
|
$this->report['sums'][$nbCurrencyId]['currency_name'] = $nbCurrencyName;
|
||||||
|
$this->report['sums'][$nbCurrencyId]['currency_symbol'] = $nbCurrencySymbol;
|
||||||
|
$this->report['sums'][$nbCurrencyId]['currency_decimal_places'] = $nbCurrencyDp;
|
||||||
|
|
||||||
|
// append other sums because they might be missing:
|
||||||
|
$this->report['sums'][$nbCurrencyId]['overspent'] = $this->report['sums'][$nbCurrencyId]['overspent'] ?? '0';
|
||||||
|
$this->report['sums'][$nbCurrencyId]['left'] = $this->report['sums'][$nbCurrencyId]['left'] ?? '0';
|
||||||
|
$this->report['sums'][$nbCurrencyId]['budgeted'] = $this->report['sums'][$nbCurrencyId]['budgeted'] ?? '0';
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
/**
|
||||||
|
*
|
||||||
|
*/
|
||||||
|
private function percentageReport(): void
|
||||||
|
{
|
||||||
|
// make percentages based on total amount.
|
||||||
|
foreach ($this->report['budgets'] as $budgetId => $data) {
|
||||||
|
foreach ($data['budget_limits'] as $limitId => $entry) {
|
||||||
|
$budgetId = (int) $budgetId;
|
||||||
|
$limitId = (int) $limitId;
|
||||||
|
$currencyId = (int) $entry['currency_id'];
|
||||||
|
$spent = $entry['spent'];
|
||||||
|
$totalSpent = $this->report['sums'][$currencyId]['spent'] ?? '0';
|
||||||
|
$spentPct = '0';
|
||||||
|
$budgeted = $entry['budgeted'];
|
||||||
|
$totalBudgeted = $this->report['sums'][$currencyId]['budgeted'] ?? '0';
|
||||||
|
$budgetedPct = '0';
|
||||||
|
|
||||||
|
if (0 !== bccomp($spent, '0') && 0 !== bccomp($totalSpent, '0')) {
|
||||||
|
$spentPct = round(bcmul(bcdiv($spent, $totalSpent), '100'));
|
||||||
|
}
|
||||||
|
if (0 !== bccomp($budgeted, '0') && 0 !== bccomp($totalBudgeted, '0')) {
|
||||||
|
$budgetedPct = round(bcmul(bcdiv($budgeted, $totalBudgeted), '100'));
|
||||||
|
}
|
||||||
|
$this->report['sums'][$currencyId]['budgeted'] = $this->report['sums'][$currencyId]['budgeted'] ?? '0';
|
||||||
|
$this->report['budgets'][$budgetId]['budget_limits'][$limitId]['spent_pct'] = $spentPct;
|
||||||
|
$this->report['budgets'][$budgetId]['budget_limits'][$limitId]['budgeted_pct'] = $budgetedPct;
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
|
}
|
||||||
Loading…
Reference in New Issue
Block a user