user = $user; } /** * @return bool */ public function cleanupBudgets(): bool { // delete limits with amount 0: BudgetLimit::where('amount', 0)->delete(); return true; } /** * @param Budget $budget * * @return bool */ public function destroy(Budget $budget): bool { $budget->delete(); return true; } /** * Filters entries from the result set generated by getBudgetPeriodReport * * @param Collection $set * @param int $budgetId * @param array $periods * * @return array */ public function filterAmounts(Collection $set, int $budgetId, array $periods): array { $arr = []; $keys = array_keys($periods); foreach ($keys as $period) { /** @var stdClass $object */ $result = $set->filter( function (TransactionJournal $object) use ($budgetId, $period) { $result = strval($object->period_marker) === strval($period) && $budgetId === intval($object->budget_id); return $result; } ); $amount = '0'; if (!is_null($result->first())) { $amount = $result->first()->sum_of_period; } $arr[$period] = $amount; } return $arr; } /** * Find a budget. * * @param int $budgetId * * @return Budget */ public function find(int $budgetId): Budget { $budget = $this->user->budgets()->find($budgetId); if (is_null($budget)) { $budget = new Budget; } return $budget; } /** * Find a budget. * * @param string $name * * @return Budget */ public function findByName(string $name): Budget { $budgets = $this->user->budgets()->get(['budgets.*']); /** @var Budget $budget */ foreach ($budgets as $budget) { if ($budget->name === $name) { return $budget; } } return new Budget; } /** * This method returns the oldest journal or transaction date known to this budget. * Will cache result. * * @param Budget $budget * * @return Carbon */ public function firstUseDate(Budget $budget): Carbon { $oldest = Carbon::create()->startOfYear(); $journal = $budget->transactionJournals()->orderBy('date', 'ASC')->first(); if (!is_null($journal)) { $oldest = $journal->date < $oldest ? $journal->date : $oldest; } $transaction = $budget ->transactions() ->leftJoin('transaction_journals', 'transaction_journals.id', '=', 'transactions.id') ->orderBy('transaction_journals.date', 'ASC')->first(['transactions.*', 'transaction_journals.date']); if (!is_null($transaction)) { $carbon = new Carbon($transaction->date); $oldest = $carbon < $oldest ? $carbon : $oldest; } return $oldest; } /** * @return Collection */ public function getActiveBudgets(): Collection { /** @var Collection $set */ $set = $this->user->budgets()->where('active', 1)->get(); $set = $set->sortBy( function (Budget $budget) { return strtolower($budget->name); } ); return $set; } /** * @param Carbon $start * @param Carbon $end * * @return Collection */ public function getAllBudgetLimits(Carbon $start, Carbon $end): Collection { $set = BudgetLimit::leftJoin('budgets', 'budgets.id', '=', 'budget_limits.budget_id') ->with(['budget']) ->where('budgets.user_id', $this->user->id) ->where( function (Builder $q1) use ($start, $end) { $q1->where( function (Builder $q2) use ($start, $end) { $q2->where('budget_limits.end_date', '>=', $start->format('Y-m-d 00:00:00')); $q2->where('budget_limits.end_date', '<=', $end->format('Y-m-d 00:00:00')); } ) ->orWhere( function (Builder $q3) use ($start, $end) { $q3->where('budget_limits.start_date', '>=', $start->format('Y-m-d 00:00:00')); $q3->where('budget_limits.start_date', '<=', $end->format('Y-m-d 00:00:00')); } ); } ) ->orWhere( function (Builder $q4) use ($start, $end) { // or start is before start AND end is after end. $q4->where('budget_limits.start_date', '<=', $start->format('Y-m-d 00:00:00')); $q4->where('budget_limits.end_date', '>=', $end->format('Y-m-d 00:00:00')); } ) ->get(['budget_limits.*']); return $set; } /** * @param TransactionCurrency $currency * @param Carbon $start * @param Carbon $end * * @return string */ public function getAvailableBudget(TransactionCurrency $currency, Carbon $start, Carbon $end): string { $amount = '0'; $availableBudget = $this->user->availableBudgets() ->where('transaction_currency_id', $currency->id) ->where('start_date', $start->format('Y-m-d')) ->where('end_date', $end->format('Y-m-d'))->first(); if (!is_null($availableBudget)) { $amount = strval($availableBudget->amount); } return $amount; } /** * @param Budget $budget * @param Carbon $start * @param Carbon $end * * @return Collection */ public function getBudgetLimits(Budget $budget, Carbon $start, Carbon $end): Collection { $set = $budget->budgetLimits() ->where( function (Builder $q1) use ($start, $end) { // budget limit ends within period $q1->where( function (Builder $q2) use ($start, $end) { $q2->where('budget_limits.end_date', '>=', $start->format('Y-m-d 00:00:00')); $q2->where('budget_limits.end_date', '<=', $end->format('Y-m-d 00:00:00')); } ) // budget limit start within period ->orWhere( function (Builder $q3) use ($start, $end) { $q3->where('budget_limits.start_date', '>=', $start->format('Y-m-d 00:00:00')); $q3->where('budget_limits.start_date', '<=', $end->format('Y-m-d 00:00:00')); } ); } ) ->orWhere( function (Builder $q4) use ($start, $end) { // or start is before start AND end is after end. $q4->where('budget_limits.start_date', '<=', $start->format('Y-m-d 00:00:00')); $q4->where('budget_limits.end_date', '>=', $end->format('Y-m-d 00:00:00')); } ) ->get(); return $set; } /** * This method is being used to generate the budget overview in the year/multi-year report. Its used * in both the year/multi-year budget overview AND in the accompanying chart. * * @param Collection $budgets * @param Collection $accounts * @param Carbon $start * @param Carbon $end * * @return array */ public function getBudgetPeriodReport(Collection $budgets, Collection $accounts, Carbon $start, Carbon $end): array { $carbonFormat = Navigation::preferredCarbonFormat($start, $end); $data = []; // prep data array: /** @var Budget $budget */ foreach ($budgets as $budget) { $data[$budget->id] = [ 'name' => $budget->name, 'sum' => '0', 'entries' => [], ]; } // get all transactions: /** @var JournalCollectorInterface $collector */ $collector = app(JournalCollectorInterface::class); $collector->setAccounts($accounts)->setRange($start, $end); $collector->setBudgets($budgets); $transactions = $collector->getJournals(); // loop transactions: /** @var Transaction $transaction */ foreach ($transactions as $transaction) { $budgetId = max(intval($transaction->transaction_journal_budget_id), intval($transaction->transaction_budget_id)); $date = $transaction->date->format($carbonFormat); $data[$budgetId]['entries'][$date] = bcadd($data[$budgetId]['entries'][$date] ?? '0', $transaction->transaction_amount); } return $data; } /** * @return Collection */ public function getBudgets(): Collection { /** @var Collection $set */ $set = $this->user->budgets()->get(); $set = $set->sortBy( function (Budget $budget) { return strtolower($budget->name); } ); return $set; } /** * @return Collection */ public function getInactiveBudgets(): Collection { /** @var Collection $set */ $set = $this->user->budgets()->where('active', 0)->get(); $set = $set->sortBy( function (Budget $budget) { return strtolower($budget->name); } ); return $set; } /** * @param Collection $accounts * @param Carbon $start * @param Carbon $end * * @return array */ public function getNoBudgetPeriodReport(Collection $accounts, Carbon $start, Carbon $end): array { $carbonFormat = Navigation::preferredCarbonFormat($start, $end); /** @var JournalCollectorInterface $collector */ $collector = app(JournalCollectorInterface::class); $collector->setAccounts($accounts)->setRange($start, $end); $collector->setTypes([TransactionType::WITHDRAWAL]); $collector->withoutBudget(); $transactions = $collector->getJournals(); $result = [ 'entries' => [], 'name' => strval(trans('firefly.no_budget')), 'sum' => '0', ]; foreach ($transactions as $transaction) { $date = $transaction->date->format($carbonFormat); if (!isset($result['entries'][$date])) { $result['entries'][$date] = '0'; } $result['entries'][$date] = bcadd($result['entries'][$date], $transaction->transaction_amount); } return $result; } /** * @param TransactionCurrency $currency * @param Carbon $start * @param Carbon $end * @param string $amount * * @return bool */ public function setAvailableBudget(TransactionCurrency $currency, Carbon $start, Carbon $end, string $amount): bool { $availableBudget = $this->user->availableBudgets() ->where('transaction_currency_id', $currency->id) ->where('start_date', $start->format('Y-m-d')) ->where('end_date', $end->format('Y-m-d'))->first(); if (is_null($availableBudget)) { $availableBudget = new AvailableBudget; $availableBudget->user()->associate($this->user); $availableBudget->transactionCurrency()->associate($currency); $availableBudget->start_date = $start; $availableBudget->end_date = $end; } $availableBudget->amount = $amount; $availableBudget->save(); return true; } /** * @param Collection $budgets * @param Collection $accounts * @param Carbon $start * @param Carbon $end * * @return string */ public function spentInPeriod(Collection $budgets, Collection $accounts, Carbon $start, Carbon $end): string { // collect amount of transaction journals, which is easy: $budgetIds = $budgets->pluck('id')->toArray(); $accountIds = $accounts->pluck('id')->toArray(); Log::debug(sprintf('spentInPeriod: Now in spentInPeriod for these budgets (%d): ', count($budgetIds)), $budgetIds); Log::debug('spentInPeriod: and these accounts: ', $accountIds); Log::debug(sprintf('spentInPeriod: Start date is "%s", end date is "%s"', $start->format('Y-m-d'), $end->format('Y-m-d'))); $fromJournalsQuery = TransactionJournal::leftJoin( 'budget_transaction_journal', 'budget_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id' ) ->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id') ->leftJoin( 'transactions', function (JoinClause $join) { $join->on('transactions.transaction_journal_id', '=', 'transaction_journals.id')->where( 'transactions.amount', '<', 0 ); } ) ->where('transaction_journals.date', '>=', $start->format('Y-m-d')) ->where('transaction_journals.date', '<=', $end->format('Y-m-d')) ->whereNull('transaction_journals.deleted_at') ->whereNull('transactions.deleted_at') ->where('transaction_journals.user_id', $this->user->id) ->where('transaction_types.type', 'Withdrawal'); // add budgets: if ($budgets->count() > 0) { $fromJournalsQuery->whereIn('budget_transaction_journal.budget_id', $budgetIds); } // add accounts: if ($accounts->count() > 0) { $fromJournalsQuery->whereIn('transactions.account_id', $accountIds); } $first = strval($fromJournalsQuery->sum('transactions.amount')); Log::debug(sprintf('spentInPeriod: Result from first query: %s', $first)); unset($fromJournalsQuery); // collect amount from transactions: /** * select transactions.id, budget_transaction.budget_id , transactions.amount * * * and budget_transaction.budget_id in (1,61) * and transactions.account_id in (2) */ $fromTransactionsQuery = Transaction::leftJoin('budget_transaction', 'budget_transaction.transaction_id', '=', 'transactions.id') ->leftJoin('transaction_journals', 'transaction_journals.id', '=', 'transactions.transaction_journal_id') ->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id') ->whereNull('transactions.deleted_at') ->whereNull('transaction_journals.deleted_at') ->where('transactions.amount', '<', 0) ->where('transaction_journals.date', '>=', $start->format('Y-m-d')) ->where('transaction_journals.date', '<=', $end->format('Y-m-d')) ->where('transaction_journals.user_id', $this->user->id) ->where('transaction_types.type', 'Withdrawal'); // add budgets: if ($budgets->count() > 0) { $fromTransactionsQuery->whereIn('budget_transaction.budget_id', $budgetIds); } // add accounts: if ($accounts->count() > 0) { $fromTransactionsQuery->whereIn('transactions.account_id', $accountIds); } $second = strval($fromTransactionsQuery->sum('transactions.amount')); Log::debug(sprintf('spentInPeriod: Result from second query: %s', $second)); Log::debug(sprintf('spentInPeriod: FINAL: %s', bcadd($first, $second))); return bcadd($first, $second); } /** * @param Collection $accounts * @param Carbon $start * @param Carbon $end * * @return string */ public function spentInPeriodWithoutBudget(Collection $accounts, Carbon $start, Carbon $end): string { $types = [TransactionType::WITHDRAWAL]; $query = $this->user->transactionJournals() ->distinct() ->transactionTypes($types) ->leftJoin('budget_transaction_journal', 'budget_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id') ->leftJoin( 'transactions as source', function (JoinClause $join) { $join->on('source.transaction_journal_id', '=', 'transaction_journals.id')->where('source.amount', '<', 0); } ) ->leftJoin( 'transactions as destination', function (JoinClause $join) { $join->on('destination.transaction_journal_id', '=', 'transaction_journals.id')->where('destination.amount', '>', 0); } ) ->leftJoin('budget_transaction', 'source.id', '=', 'budget_transaction.transaction_id') ->whereNull('budget_transaction_journal.id') ->whereNull('budget_transaction.id') ->before($end) ->after($start) ->whereNull('source.deleted_at') ->whereNull('destination.deleted_at') ->where('transaction_journals.completed', 1); if ($accounts->count() > 0) { $accountIds = $accounts->pluck('id')->toArray(); $query->where( // source.account_id in accountIds XOR destination.account_id in accountIds function (Builder $sourceXorDestinationQuery) use ($accountIds) { $sourceXorDestinationQuery->where( function (Builder $inSourceButNotDestinationQuery) use ($accountIds) { $inSourceButNotDestinationQuery->whereIn('source.account_id', $accountIds) ->whereNotIn('destination.account_id', $accountIds); } )->orWhere( function (Builder $inDestinationButNotSourceQuery) use ($accountIds) { $inDestinationButNotSourceQuery->whereIn('destination.account_id', $accountIds) ->whereNotIn('source.account_id', $accountIds); } ); } ); } $ids = $query->get(['transaction_journals.id'])->pluck('id')->toArray(); $sum = '0'; if (count($ids) > 0) { $sum = strval( $this->user->transactions() ->whereIn('transaction_journal_id', $ids) ->where('amount', '<', '0') ->whereNull('transactions.deleted_at') ->sum('amount') ); } return $sum; } /** * @param array $data * * @return Budget */ public function store(array $data): Budget { $newBudget = new Budget( [ 'user_id' => $this->user->id, 'name' => $data['name'], ] ); $newBudget->save(); return $newBudget; } /** * @param Budget $budget * @param array $data * * @return Budget */ public function update(Budget $budget, array $data): Budget { // update the account: $budget->name = $data['name']; $budget->active = $data['active']; $budget->save(); return $budget; } /** * @param Budget $budget * @param Carbon $start * @param Carbon $end * @param int $amount * * @return BudgetLimit */ public function updateLimitAmount(Budget $budget, Carbon $start, Carbon $end, int $amount): BudgetLimit { // there might be a budget limit for these dates: /** @var BudgetLimit $limit */ $limit = $budget->budgetlimits() ->where('budget_limits.start_date', $start->format('Y-m-d')) ->where('budget_limits.end_date', $end->format('Y-m-d')) ->first(['budget_limits.*']); // delete if amount is zero. if (!is_null($limit) && $amount <= 0.0) { $limit->delete(); return new BudgetLimit; } // update if exists: if (!is_null($limit)) { $limit->amount = $amount; $limit->save(); return $limit; } // or create one and return it. $limit = new BudgetLimit; $limit->budget()->associate($budget); $limit->start_date = $start; $limit->end_date = $end; $limit->amount = $amount; $limit->save(); return $limit; } }