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Code Issues Projects Releases Wiki Activity

See if we can easily generate reports with shared accounts.

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This commit is contained in:
James Cole
2015-03-10 19:51:24 +01:00
parent 0b028a8923
commit 17ae4b7d2a
4 changed files with 305 additions and 246 deletions
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376
app/Helpers/Report/ReportQuery.php
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@@ -23,26 +23,33 @@ class ReportQuery implements ReportQueryInterface
/**
* This query retrieves a list of accounts that are active and not shared.
*
* @param bool $showSharedReports
*
* @return Collection
*/
public function accountList()
public function accountList($showSharedReports = false)
{
return Auth::user()->accounts()
->leftJoin('account_types', 'account_types.id', '=', 'accounts.account_type_id')
->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', "accountRole");
}
)
->whereIn('account_types.type', ['Default account', 'Cash account', 'Asset account'])
->where('active', 1)
->where(
function (Builder $query) {
$query->where('account_meta.data', '!=', '"sharedAsset"');
$query->orWhereNull('account_meta.data');
}
)
->get(['accounts.*']);
$query = Auth::user()->accounts();
if ($showSharedReports === false) {
$query->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', "accountRole");
}
)->where(
function (Builder $query) {
$query->where('account_meta.data', '!=', '"sharedAsset"');
$query->orWhereNull('account_meta.data');
}
);
}
$query->leftJoin('account_types', 'account_types.id', '=', 'accounts.account_type_id')
->whereIn('account_types.type', ['Default account', 'Cash account', 'Asset account'])
->where('active', 1)
->orderBy('accounts.name', 'ASC');
return $query->get(['accounts.*']);
}
/**
@@ -105,7 +112,7 @@ class ReportQuery implements ReportQueryInterface
{
$set = $this->balancedTransactionsList($account, $start, $end);
$sum = 0;
foreach($set as $entry) {
foreach ($set as $entry) {
$sum += floatval($entry->amount);
}
@@ -117,26 +124,31 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function getAllAccounts(Carbon $start, Carbon $end)
public function getAllAccounts(Carbon $start, Carbon $end, $showSharedReports = false)
{
$set = Auth::user()->accounts()->orderBy('accounts.name', 'ASC')
->accountTypeIn(['Default account', 'Asset account', 'Cash account'])
->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)
->orderBy('accounts.name','ASC')
->where(
function (Builder $query) {
$query->where('account_meta.data', '!=', '"sharedAsset"');
$query->orWhereNull('account_meta.data');
}
)
->get(['accounts.*']);
$query = Auth::user()->accounts()->orderBy('accounts.name', 'ASC')
->accountTypeIn(['Default account', 'Asset account', 'Cash account']);
if ($showSharedReports === false) {
$query->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)
->orderBy('accounts.name', 'ASC')
->where(
function (Builder $query) use ($showSharedReports) {
$query->where('account_meta.data', '!=', '"sharedAsset"');
$query->orWhereNull('account_meta.data');
}
);
}
$set = $query->get(['accounts.*']);
$set->each(
function (Account $account) use ($start, $end) {
/** @noinspection PhpParamsInspection */
@@ -223,64 +235,68 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function incomeByPeriod(Carbon $start, Carbon $end)
public function incomeByPeriod(Carbon $start, Carbon $end, $showSharedReports = false)
{
return TransactionJournal::
$query = TransactionJournal::
leftJoin(
'transactions as t_from', function (JoinClause $join) {
$join->on('t_from.transaction_journal_id', '=', 'transaction_journals.id')->where('t_from.amount', '<', 0);
}
)
->leftJoin('accounts as ac_from', 't_from.account_id', '=', 'ac_from.id')
->leftJoin(
'account_meta as acm_from', function (JoinClause $join) {
$join->on('ac_from.id', '=', 'acm_from.account_id')->where('acm_from.name', '=', 'accountRole');
}
)
->leftJoin(
'transactions as t_to', function (JoinClause $join) {
$join->on('t_to.transaction_journal_id', '=', 'transaction_journals.id')->where('t_to.amount', '>', 0);
}
)
->leftJoin('accounts as ac_to', 't_to.account_id', '=', 'ac_to.id')
->leftJoin(
'account_meta as acm_to', function (JoinClause $join) {
$join->on('ac_to.id', '=', 'acm_to.account_id')->where('acm_to.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id')
->where(
function ($query) {
$query->where(
function ($q) {
$q->where('transaction_types.type', 'Deposit');
$q->where('acm_to.data', '!=', '"sharedAsset"');
}
);
$query->orWhere(
function ($q) {
$q->where('transaction_types.type', 'Transfer');
$q->where('acm_from.data', '=', '"sharedAsset"');
}
);
}
)
->before($end)->after($start)
->where('transaction_journals.user_id', Auth::user()->id)
->groupBy('t_from.account_id')->orderBy('transaction_journals.date')
->get(
['transaction_journals.id',
'transaction_journals.description',
'transaction_journals.encrypted',
'transaction_types.type',
DB::Raw('SUM(`t_to`.`amount`) as `amount`'),
'transaction_journals.date',
't_from.account_id as account_id',
'ac_from.name as name']
);
->leftJoin('accounts as ac_from', 't_from.account_id', '=', 'ac_from.id')
->leftJoin(
'account_meta as acm_from', function (JoinClause $join) {
$join->on('ac_from.id', '=', 'acm_from.account_id')->where('acm_from.name', '=', 'accountRole');
}
)
->leftJoin(
'transactions as t_to', function (JoinClause $join) {
$join->on('t_to.transaction_journal_id', '=', 'transaction_journals.id')->where('t_to.amount', '>', 0);
}
)
->leftJoin('accounts as ac_to', 't_to.account_id', '=', 'ac_to.id')
->leftJoin(
'account_meta as acm_to', function (JoinClause $join) {
$join->on('ac_to.id', '=', 'acm_to.account_id')->where('acm_to.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id');
if ($showSharedReports === false) {
$query->where(
function ($query) {
$query->where(
function ($q) {
$q->where('transaction_types.type', 'Deposit');
$q->where('acm_to.data', '!=', '"sharedAsset"');
}
);
$query->orWhere(
function ($q) {
$q->where('transaction_types.type', 'Transfer');
$q->where('acm_from.data', '=', '"sharedAsset"');
}
);
}
);
}
$query->before($end)->after($start)
->where('transaction_journals.user_id', Auth::user()->id)
->groupBy('t_from.account_id')->orderBy('transaction_journals.date');
return $query->get(
['transaction_journals.id',
'transaction_journals.description',
'transaction_journals.encrypted',
'transaction_types.type',
DB::Raw('SUM(`t_to`.`amount`) as `amount`'),
'transaction_journals.date',
't_from.account_id as account_id',
'ac_from.name as name']
);
}
/**
@@ -288,33 +304,37 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function journalsByBudget(Carbon $start, Carbon $end)
public function journalsByBudget(Carbon $start, Carbon $end, $showSharedReports = false)
{
return Auth::user()->transactionjournals()
->leftJoin('budget_transaction_journal', 'budget_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id')
->leftJoin('budgets', 'budget_transaction_journal.budget_id', '=', 'budgets.id')
->leftJoin(
'transactions', function (JoinClause $join) {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id')
->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_journals.transaction_type_id', '=', 'transaction_types.id')
->where('transaction_journals.date', '>=', $start->format('Y-m-d'))
->where('transaction_journals.date', '<=', $end->format('Y-m-d'))
->where('account_meta.data', '!=', '"sharedAsset"')
->where('transaction_types.type', 'Withdrawal')
->groupBy('budgets.id')
->orderBy('budgets.name', 'ASC')
->get(['budgets.id', 'budgets.name', DB::Raw('SUM(`transactions`.`amount`) AS `spent`')]);
$query = Auth::user()->transactionjournals()
->leftJoin('budget_transaction_journal', 'budget_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id')
->leftJoin('budgets', 'budget_transaction_journal.budget_id', '=', 'budgets.id')
->leftJoin(
'transactions', function (JoinClause $join) {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id');
if ($showSharedReports === false) {
$query->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)->where('account_meta.data', '!=', '"sharedAsset"');
}
$query->leftJoin('transaction_types', 'transaction_journals.transaction_type_id', '=', 'transaction_types.id')
->where('transaction_journals.date', '>=', $start->format('Y-m-d'))
->where('transaction_journals.date', '<=', $end->format('Y-m-d'))
->where('transaction_types.type', 'Withdrawal')
->groupBy('budgets.id')
->orderBy('budgets.name', 'ASC');
return $query->get(['budgets.id', 'budgets.name', DB::Raw('SUM(`transactions`.`amount`) AS `spent`')]);
}
/**
@@ -323,35 +343,38 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function journalsByCategory(Carbon $start, Carbon $end)
public function journalsByCategory(Carbon $start, Carbon $end, $showSharedReports = false)
{
return Auth::user()->transactionjournals()
->leftJoin(
'category_transaction_journal', 'category_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id'
)
->leftJoin('categories', 'category_transaction_journal.category_id', '=', 'categories.id')
->leftJoin(
'transactions', function (JoinClause $join) {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id')
->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_journals.transaction_type_id', '=', 'transaction_types.id')
->where('transaction_journals.date', '>=', $start->format('Y-m-d'))
->where('transaction_journals.date', '<=', $end->format('Y-m-d'))
->where('account_meta.data', '!=', '"sharedAsset"')
->where('transaction_types.type', 'Withdrawal')
->groupBy('categories.id')
->orderBy('amount')
->get(['categories.id', 'categories.name', DB::Raw('SUM(`transactions`.`amount`) AS `amount`')]);
$query = Auth::user()->transactionjournals()
->leftJoin(
'category_transaction_journal', 'category_transaction_journal.transaction_journal_id', '=', 'transaction_journals.id'
)
->leftJoin('categories', 'category_transaction_journal.category_id', '=', 'categories.id')
->leftJoin(
'transactions', function (JoinClause $join) {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->leftJoin('accounts', 'accounts.id', '=', 'transactions.account_id');
if ($showSharedReports === false) {
$query->leftJoin(
'account_meta', function (JoinClause $join) {
$join->on('account_meta.account_id', '=', 'accounts.id')->where('account_meta.name', '=', 'accountRole');
}
)->where('account_meta.data', '!=', '"sharedAsset"');
}
$query->leftJoin('transaction_types', 'transaction_journals.transaction_type_id', '=', 'transaction_types.id')
->where('transaction_journals.date', '>=', $start->format('Y-m-d'))
->where('transaction_journals.date', '<=', $end->format('Y-m-d'))
->where('transaction_types.type', 'Withdrawal')
->groupBy('categories.id')
->orderBy('amount');
return $query->get(['categories.id', 'categories.name', DB::Raw('SUM(`transactions`.`amount`) AS `amount`')]);
}
@@ -363,57 +386,60 @@ class ReportQuery implements ReportQueryInterface
*
* @param Carbon $start
* @param Carbon $end
* @param bool $showSharedReports
*
* @return Collection
*/
public function journalsByExpenseAccount(Carbon $start, Carbon $end)
public function journalsByExpenseAccount(Carbon $start, Carbon $end, $showSharedReports = false)
{
return TransactionJournal::
leftJoin(
$query = TransactionJournal::leftJoin(
'transactions as t_from', function (JoinClause $join) {
$join->on('t_from.transaction_journal_id', '=', 'transaction_journals.id')->where('t_from.amount', '<', 0);
}
)
->leftJoin('accounts as ac_from', 't_from.account_id', '=', 'ac_from.id')
->leftJoin(
'account_meta as acm_from', function (JoinClause $join) {
$join->on('ac_from.id', '=', 'acm_from.account_id')->where('acm_from.name', '=', 'accountRole');
}
)
->leftJoin(
'transactions as t_to', function (JoinClause $join) {
$join->on('t_to.transaction_journal_id', '=', 'transaction_journals.id')->where('t_to.amount', '>', 0);
}
)
->leftJoin('accounts as ac_to', 't_to.account_id', '=', 'ac_to.id')
->leftJoin(
'account_meta as acm_to', function (JoinClause $join) {
$join->on('ac_to.id', '=', 'acm_to.account_id')->where('acm_to.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id')
->where(
function ($query) {
$query->where(
function ($q) {
$q->where('transaction_types.type', 'Withdrawal');
$q->where('acm_from.data', '!=', '"sharedAsset"');
}
);
$query->orWhere(
function ($q) {
$q->where('transaction_types.type', 'Transfer');
$q->where('acm_to.data', '=', '"sharedAsset"');
}
);
}
)
->before($end)
->after($start)
->where('transaction_journals.user_id', Auth::user()->id)
->groupBy('t_to.account_id')
->orderBy('amount', 'DESC')
->get(['t_to.account_id as id', 'ac_to.name as name', DB::Raw('SUM(t_to.amount) as `amount`')]);
)->leftJoin('accounts as ac_from', 't_from.account_id', '=', 'ac_from.id')
->leftJoin(
'account_meta as acm_from', function (JoinClause $join) {
$join->on('ac_from.id', '=', 'acm_from.account_id')->where('acm_from.name', '=', 'accountRole');
}
)
->leftJoin(
'transactions as t_to', function (JoinClause $join) {
$join->on('t_to.transaction_journal_id', '=', 'transaction_journals.id')->where('t_to.amount', '>', 0);
}
)
->leftJoin('accounts as ac_to', 't_to.account_id', '=', 'ac_to.id')
->leftJoin(
'account_meta as acm_to', function (JoinClause $join) {
$join->on('ac_to.id', '=', 'acm_to.account_id')->where('acm_to.name', '=', 'accountRole');
}
)
->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id');
if ($showSharedReports === false) {
$query->where(
function ($query) {
$query->where(
function ($q) {
$q->where('transaction_types.type', 'Withdrawal');
$q->where('acm_from.data', '!=', '"sharedAsset"');
}
);
$query->orWhere(
function ($q) {
$q->where('transaction_types.type', 'Transfer');
$q->where('acm_to.data', '=', '"sharedAsset"');
}
);
}
);
}
$query->before($end)
->after($start)
->where('transaction_journals.user_id', Auth::user()->id)
->groupBy('t_to.account_id')
->orderBy('amount', 'DESC');
return $query->get(['t_to.account_id as id', 'ac_to.name as name', DB::Raw('SUM(t_to.amount) as `amount`')]);
}
/**