Files
firefly-iii/app/Repositories/Category/OperationsRepository.php
2024-12-28 10:58:01 +01:00

501 lines
24 KiB
PHP

<?php
/**
* OperationsRepository.php
* Copyright (c) 2019 james@firefly-iii.org
*
* This file is part of Firefly III (https://github.com/firefly-iii).
*
* This program is free software: you can redistribute it and/or modify
* it under the terms of the GNU Affero General Public License as
* published by the Free Software Foundation, either version 3 of the
* License, or (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU Affero General Public License for more details.
*
* You should have received a copy of the GNU Affero General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/
declare(strict_types=1);
namespace FireflyIII\Repositories\Category;
use Carbon\Carbon;
use FireflyIII\Enums\TransactionTypeEnum;
use FireflyIII\Helpers\Collector\GroupCollectorInterface;
use FireflyIII\Models\TransactionType;
use FireflyIII\Support\Facades\Amount;
use FireflyIII\User;
use Illuminate\Contracts\Auth\Authenticatable;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\Log;
/**
* Class OperationsRepository
*/
class OperationsRepository implements OperationsRepositoryInterface
{
private User $user;
/**
* This method returns a list of all the withdrawal transaction journals (as arrays) set in that period
* which have the specified category set to them. It's grouped per currency, with as few details in the array
* as possible. Amounts are always negative.
*
* First currency, then categories.
*/
public function listExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array
{
/** @var GroupCollectorInterface $collector */
$collector = app(GroupCollectorInterface::class);
$collector->setUser($this->user)->setRange($start, $end)->setTypes([TransactionType::WITHDRAWAL]);
if (null !== $accounts && $accounts->count() > 0) {
$collector->setAccounts($accounts);
}
if (null !== $categories && $categories->count() > 0) {
$collector->setCategories($categories);
}
if (null === $categories || 0 === $categories->count()) {
$collector->setCategories($this->getCategories());
}
$collector->withCategoryInformation()->withAccountInformation()->withBudgetInformation();
$journals = $collector->getExtractedJournals();
$array = [];
foreach ($journals as $journal) {
$currencyId = (int) $journal['currency_id'];
$categoryId = (int) $journal['category_id'];
$categoryName = (string) $journal['category_name'];
// catch "no category" entries.
if (0 === $categoryId) {
continue;
}
// info about the currency:
$array[$currencyId] ??= [
'categories' => [],
'currency_id' => (string) $currencyId,
'currency_name' => $journal['currency_name'],
'currency_symbol' => $journal['currency_symbol'],
'currency_code' => $journal['currency_code'],
'currency_decimal_places' => $journal['currency_decimal_places'],
];
// info about the categories:
$array[$currencyId]['categories'][$categoryId] ??= [
'id' => (string) $categoryId,
'name' => $categoryName,
'transaction_journals' => [],
];
// add journal to array:
// only a subset of the fields.
$journalId = (int) $journal['transaction_journal_id'];
$array[$currencyId]['categories'][$categoryId]['transaction_journals'][$journalId] = [
'amount' => app('steam')->negative($journal['amount']),
'date' => $journal['date'],
'source_account_id' => (string) $journal['source_account_id'],
'budget_name' => $journal['budget_name'],
'source_account_name' => $journal['source_account_name'],
'destination_account_id' => (string) $journal['destination_account_id'],
'destination_account_name' => $journal['destination_account_name'],
'description' => $journal['description'],
'transaction_group_id' => (string) $journal['transaction_group_id'],
];
}
return $array;
}
public function setUser(null|Authenticatable|User $user): void
{
if ($user instanceof User) {
$this->user = $user;
}
}
/**
* Returns a list of all the categories belonging to a user.
*/
private function getCategories(): Collection
{
return $this->user->categories()->get();
}
/**
* This method returns a list of all the deposit transaction journals (as arrays) set in that period
* which have the specified category set to them. It's grouped per currency, with as few details in the array
* as possible. Amounts are always positive.
*/
public function listIncome(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array
{
/** @var GroupCollectorInterface $collector */
$collector = app(GroupCollectorInterface::class);
$collector->setUser($this->user)->setRange($start, $end)->setTypes([TransactionType::DEPOSIT]);
if (null !== $accounts && $accounts->count() > 0) {
$collector->setAccounts($accounts);
}
if (null !== $categories && $categories->count() > 0) {
$collector->setCategories($categories);
}
if (null === $categories || 0 === $categories->count()) {
$collector->setCategories($this->getCategories());
}
$collector->withCategoryInformation()->withAccountInformation();
$journals = $collector->getExtractedJournals();
$array = [];
foreach ($journals as $journal) {
$currencyId = (int) $journal['currency_id'];
$categoryId = (int) $journal['category_id'];
$categoryName = (string) $journal['category_name'];
// catch "no category" entries.
if (0 === $categoryId) {
$categoryName = (string) trans('firefly.no_category');
}
// info about the currency:
$array[$currencyId] ??= [
'categories' => [],
'currency_id' => (string) $currencyId,
'currency_name' => $journal['currency_name'],
'currency_symbol' => $journal['currency_symbol'],
'currency_code' => $journal['currency_code'],
'currency_decimal_places' => $journal['currency_decimal_places'],
];
// info about the categories:
$array[$currencyId]['categories'][$categoryId] ??= [
'id' => (string) $categoryId,
'name' => $categoryName,
'transaction_journals' => [],
];
// add journal to array:
// only a subset of the fields.
$journalId = (int) $journal['transaction_journal_id'];
$array[$currencyId]['categories'][$categoryId]['transaction_journals'][$journalId] = [
'amount' => app('steam')->positive($journal['amount']),
'date' => $journal['date'],
'source_account_id' => (string) $journal['source_account_id'],
'destination_account_id' => (string) $journal['destination_account_id'],
'source_account_name' => $journal['source_account_name'],
'destination_account_name' => $journal['destination_account_name'],
'description' => $journal['description'],
'transaction_group_id' => (string) $journal['transaction_group_id'],
];
}
return $array;
}
public function listTransferredIn(Carbon $start, Carbon $end, Collection $accounts, ?Collection $categories = null): array
{
/** @var GroupCollectorInterface $collector */
$collector = app(GroupCollectorInterface::class);
$collector->setUser($this->user)->setRange($start, $end)->setTypes([TransactionType::TRANSFER])
->setDestinationAccounts($accounts)->excludeSourceAccounts($accounts)
;
if (null !== $categories && $categories->count() > 0) {
$collector->setCategories($categories);
}
if (null === $categories || 0 === $categories->count()) {
$collector->setCategories($this->getCategories());
}
$collector->withCategoryInformation()->withAccountInformation()->withBudgetInformation();
$journals = $collector->getExtractedJournals();
$array = [];
foreach ($journals as $journal) {
$currencyId = (int) $journal['currency_id'];
$categoryId = (int) $journal['category_id'];
$categoryName = (string) $journal['category_name'];
// catch "no category" entries.
if (0 === $categoryId) {
continue;
}
// info about the currency:
$array[$currencyId] ??= [
'categories' => [],
'currency_id' => (string) $currencyId,
'currency_name' => $journal['currency_name'],
'currency_symbol' => $journal['currency_symbol'],
'currency_code' => $journal['currency_code'],
'currency_decimal_places' => $journal['currency_decimal_places'],
];
// info about the categories:
$array[$currencyId]['categories'][$categoryId] ??= [
'id' => (string) $categoryId,
'name' => $categoryName,
'transaction_journals' => [],
];
// add journal to array:
// only a subset of the fields.
$journalId = (int) $journal['transaction_journal_id'];
$array[$currencyId]['categories'][$categoryId]['transaction_journals'][$journalId] = [
'amount' => app('steam')->positive($journal['amount']),
'date' => $journal['date'],
'source_account_id' => (string) $journal['source_account_id'],
'category_name' => $journal['category_name'],
'source_account_name' => $journal['source_account_name'],
'destination_account_id' => (string) $journal['destination_account_id'],
'destination_account_name' => $journal['destination_account_name'],
'description' => $journal['description'],
'transaction_group_id' => (string) $journal['transaction_group_id'],
];
}
return $array;
}
public function listTransferredOut(Carbon $start, Carbon $end, Collection $accounts, ?Collection $categories = null): array
{
/** @var GroupCollectorInterface $collector */
$collector = app(GroupCollectorInterface::class);
$collector->setUser($this->user)->setRange($start, $end)->setTypes([TransactionType::TRANSFER])
->setSourceAccounts($accounts)->excludeDestinationAccounts($accounts)
;
if (null !== $categories && $categories->count() > 0) {
$collector->setCategories($categories);
}
if (null === $categories || 0 === $categories->count()) {
$collector->setCategories($this->getCategories());
}
$collector->withCategoryInformation()->withAccountInformation()->withBudgetInformation();
$journals = $collector->getExtractedJournals();
$array = [];
foreach ($journals as $journal) {
$currencyId = (int) $journal['currency_id'];
$categoryId = (int) $journal['category_id'];
$categoryName = (string) $journal['category_name'];
// catch "no category" entries.
if (0 === $categoryId) {
continue;
}
// info about the currency:
$array[$currencyId] ??= [
'categories' => [],
'currency_id' => (string) $currencyId,
'currency_name' => $journal['currency_name'],
'currency_symbol' => $journal['currency_symbol'],
'currency_code' => $journal['currency_code'],
'currency_decimal_places' => $journal['currency_decimal_places'],
];
// info about the categories:
$array[$currencyId]['categories'][$categoryId] ??= [
'id' => (string) $categoryId,
'name' => $categoryName,
'transaction_journals' => [],
];
// add journal to array:
// only a subset of the fields.
$journalId = (int) $journal['transaction_journal_id'];
$array[$currencyId]['categories'][$categoryId]['transaction_journals'][$journalId] = [
'amount' => app('steam')->negative($journal['amount']),
'date' => $journal['date'],
'source_account_id' => (string) $journal['source_account_id'],
'category_name' => $journal['category_name'],
'source_account_name' => $journal['source_account_name'],
'destination_account_id' => (string) $journal['destination_account_id'],
'destination_account_name' => $journal['destination_account_name'],
'description' => $journal['description'],
'transaction_group_id' => (string) $journal['transaction_group_id'],
];
}
return $array;
}
/**
* Sum of withdrawal journals in period for a set of categories, grouped per currency. Amounts are always negative.
*/
public function sumExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array
{
/** @var GroupCollectorInterface $collector */
$collector = app(GroupCollectorInterface::class);
$collector->setUser($this->user)->setRange($start, $end)->setTypes([TransactionTypeEnum::WITHDRAWAL->value]);
// default currency information for native stuff.
$convertToNative = Amount::convertToNative($this->user);
$default = Amount::getDefaultCurrency();
if (null !== $accounts && $accounts->count() > 0) {
$collector->setAccounts($accounts);
}
if (null === $categories || 0 === $categories->count()) {
$categories = $this->getCategories();
}
$collector->setCategories($categories);
$collector->withCategoryInformation();
$journals = $collector->getExtractedJournals();
$array = [];
Log::debug(sprintf('Collected %d journals', count($journals)));
foreach ($journals as $journal) {
// Almost the same as in \FireflyIII\Repositories\Budget\OperationsRepository::sumExpenses
$amount = '0';
$currencyId = (int) $journal['currency_id'];
$currencyName = $journal['currency_name'];
$currencySymbol = $journal['currency_symbol'];
$currencyCode = $journal['currency_code'];
$currencyDecimalPlaces = $journal['currency_decimal_places'];
if ($convertToNative) {
$amount = Amount::getAmountFromJournal($journal);
if ($default->id !== (int) $journal['currency_id'] && $default->id !== (int) $journal['foreign_currency_id']) {
$currencyId = $default->id;
$currencyName = $default->name;
$currencySymbol = $default->symbol;
$currencyCode = $default->code;
$currencyDecimalPlaces = $default->decimal_places;
}
if ($default->id !== (int) $journal['currency_id'] && $default->id === (int) $journal['foreign_currency_id']) {
$currencyId = $journal['foreign_currency_id'];
$currencyName = $journal['foreign_currency_name'];
$currencySymbol = $journal['foreign_currency_symbol'];
$currencyCode = $journal['foreign_currency_code'];
$currencyDecimalPlaces = $journal['foreign_currency_decimal_places'];
}
Log::debug(sprintf('[a] Add amount %s %s', $currencyCode, $amount));
}
if (!$convertToNative) {
// ignore the amount in foreign currency.
Log::debug(sprintf('[b] Add amount %s %s', $currencyCode, $journal['amount']));
$amount = $journal['amount'];
}
$array[$currencyId] ??= [
'sum' => '0',
'currency_id' => (string) $currencyId,
'currency_name' => $currencyName,
'currency_symbol' => $currencySymbol,
'currency_code' => $currencyCode,
'currency_decimal_places' => $currencyDecimalPlaces,
];
$array[$currencyId]['sum'] = bcadd($array[$currencyId]['sum'], app('steam')->negative($amount));
}
return $array;
}
/**
* Sum of income journals in period for a set of categories, grouped per currency. Amounts are always positive.
*/
public function sumIncome(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array
{
/** @var GroupCollectorInterface $collector */
$collector = app(GroupCollectorInterface::class);
$collector->setUser($this->user)->setRange($start, $end)
->setTypes([TransactionTypeEnum::DEPOSIT->value])
;
if (null !== $accounts && $accounts->count() > 0) {
$collector->setAccounts($accounts);
}
if (null === $categories || 0 === $categories->count()) {
$categories = $this->getCategories();
}
$collector->setCategories($categories);
$journals = $collector->getExtractedJournals();
$convertToNative = Amount::convertToNative($this->user);
$default = Amount::getDefaultCurrency();
$array = [];
foreach ($journals as $journal) {
// Almost the same as in \FireflyIII\Repositories\Budget\OperationsRepository::sumExpenses
$amount = '0';
$currencyId = (int) $journal['currency_id'];
$currencyName = $journal['currency_name'];
$currencySymbol = $journal['currency_symbol'];
$currencyCode = $journal['currency_code'];
$currencyDecimalPlaces = $journal['currency_decimal_places'];
if ($convertToNative) {
$amount = Amount::getAmountFromJournal($journal);
if ($default->id !== (int) $journal['currency_id'] && $default->id !== (int) $journal['foreign_currency_id']) {
$currencyId = $default->id;
$currencyName = $default->name;
$currencySymbol = $default->symbol;
$currencyCode = $default->code;
$currencyDecimalPlaces = $default->decimal_places;
}
if ($default->id !== (int) $journal['currency_id'] && $default->id === (int) $journal['foreign_currency_id']) {
$currencyId = $journal['foreign_currency_id'];
$currencyName = $journal['foreign_currency_name'];
$currencySymbol = $journal['foreign_currency_symbol'];
$currencyCode = $journal['foreign_currency_code'];
$currencyDecimalPlaces = $journal['foreign_currency_decimal_places'];
}
Log::debug(sprintf('[a] Add amount %s %s', $currencyCode, $amount));
}
if (!$convertToNative) {
// ignore the amount in foreign currency.
Log::debug(sprintf('[b] Add amount %s %s', $currencyCode, $journal['amount']));
$amount = $journal['amount'];
}
$array[$currencyId] ??= [
'sum' => '0',
'currency_id' => (string) $currencyId,
'currency_name' => $currencyName,
'currency_symbol' => $currencySymbol,
'currency_code' => $currencyCode,
'currency_decimal_places' => $currencyDecimalPlaces,
];
$array[$currencyId]['sum'] = bcadd($array[$currencyId]['sum'], app('steam')->positive($amount));
}
return $array;
}
/**
* Sum of income journals in period for a set of categories, grouped per currency. Amounts are always positive.
*/
public function sumTransfers(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $categories = null): array
{
/** @var GroupCollectorInterface $collector */
$collector = app(GroupCollectorInterface::class);
$collector->setUser($this->user)->setRange($start, $end)
->setTypes([TransactionType::TRANSFER])
;
if (null !== $accounts && $accounts->count() > 0) {
$collector->setAccounts($accounts);
}
if (null === $categories || 0 === $categories->count()) {
$categories = $this->getCategories();
}
$collector->setCategories($categories);
$journals = $collector->getExtractedJournals();
$array = [];
foreach ($journals as $journal) {
$currencyId = (int) $journal['currency_id'];
$array[$currencyId] ??= [
'sum' => '0',
'currency_id' => (string) $currencyId,
'currency_name' => $journal['currency_name'],
'currency_symbol' => $journal['currency_symbol'],
'currency_code' => $journal['currency_code'],
'currency_decimal_places' => $journal['currency_decimal_places'],
];
$array[$currencyId]['sum'] = bcadd($array[$currencyId]['sum'], app('steam')->positive($journal['amount']));
}
return $array;
}
}