Display for bills.

This commit is contained in:
James Cole
2024-12-26 11:28:31 +01:00
parent 71cf6c6a5e
commit 286a29ca3e
5 changed files with 127 additions and 96 deletions

View File

@@ -109,8 +109,9 @@ class BillController extends Controller
$cache = new CacheProperties();
$cache->addProperty('chart.bill.single');
$cache->addProperty($bill->id);
$cache->addProperty($this->convertToNative);
if ($cache->has()) {
return response()->json($cache->get());
// return response()->json($cache->get());
}
$locale = app('steam')->getLocale();
@@ -132,42 +133,55 @@ class BillController extends Controller
return 0;
}
);
$currency = $bill->transactionCurrency;
if($this->convertToNative) {
$currency = $this->defaultCurrency;
}
$chartData = [
[
'type' => 'line',
'label' => (string) trans('firefly.min-amount'),
'currency_symbol' => $bill->transactionCurrency->symbol,
'currency_code' => $bill->transactionCurrency->code,
'currency_symbol' => $currency->symbol,
'currency_code' => $currency->code,
'entries' => [],
],
[
'type' => 'line',
'label' => (string) trans('firefly.max-amount'),
'currency_symbol' => $bill->transactionCurrency->symbol,
'currency_code' => $bill->transactionCurrency->code,
'currency_symbol' => $currency->symbol,
'currency_code' => $currency->code,
'entries' => [],
],
[
'type' => 'bar',
'label' => (string) trans('firefly.journal-amount'),
'currency_symbol' => $bill->transactionCurrency->symbol,
'currency_code' => $bill->transactionCurrency->code,
'currency_symbol' => $currency->symbol,
'currency_code' => $currency->code,
'entries' => [],
],
];
$currencyId = $bill->transaction_currency_id;
$amountMin = $bill->amount_min;
$amountMax = $bill->amount_max;
if($this->convertToNative) {
$amountMin = $bill->native_amount_min;
$amountMax = $bill->native_amount_max;
}
foreach ($journals as $journal) {
$date = $journal['date']->isoFormat((string) trans('config.month_and_day_js', [], $locale));
$chartData[0]['entries'][$date] = $bill->amount_min; // minimum amount of bill
$chartData[1]['entries'][$date] = $bill->amount_max; // maximum amount of bill
$chartData[0]['entries'][$date] = $amountMin; // minimum amount of bill
$chartData[1]['entries'][$date] = $amountMax; // maximum amount of bill
// append amount because there are more than one per moment:
if (!array_key_exists($date, $chartData[2]['entries'])) {
$chartData[2]['entries'][$date] = '0';
}
$amount = bcmul($journal['amount'], '-1');
if ($currencyId === $journal['foreign_currency_id']) {
if($this->convertToNative) {
$amount = bcmul($journal['native_amount'], '-1');
}
if($this->convertToNative && $currencyId === $journal['foreign_currency_id']) {
$amount = bcmul($journal['foreign_amount'], '-1');
}

View File

@@ -59,6 +59,8 @@ class Transaction extends Model
'date' => 'datetime',
'amount' => 'string',
'foreign_amount' => 'string',
'native_amount' => 'string',
'native_foreign_amount' => 'string',
];
protected $fillable

View File

@@ -61,8 +61,7 @@ class BillRepository implements BillRepositoryInterface
$search->whereLike('name', sprintf('%%%s', $query));
}
$search->orderBy('name', 'ASC')
->where('active', true)
;
->where('active', true);
return $search->take($limit)->get();
}
@@ -74,8 +73,7 @@ class BillRepository implements BillRepositoryInterface
$search->whereLike('name', sprintf('%s%%', $query));
}
$search->orderBy('name', 'ASC')
->where('active', true)
;
->where('active', true);
return $search->take($limit)->get();
}
@@ -158,7 +156,7 @@ class BillRepository implements BillRepositoryInterface
*/
public function getAttachments(Bill $bill): Collection
{
$set = $bill->attachments()->get();
$set = $bill->attachments()->get();
/** @var \Storage $disk */
$disk = \Storage::disk('upload');
@@ -177,10 +175,9 @@ class BillRepository implements BillRepositoryInterface
public function getBills(): Collection
{
return $this->user->bills()
->orderBy('order', 'ASC')
->orderBy('active', 'DESC')
->orderBy('name', 'ASC')->get()
;
->orderBy('order', 'ASC')
->orderBy('active', 'DESC')
->orderBy('name', 'ASC')->get();
}
public function getBillsForAccounts(Collection $accounts): Collection
@@ -204,25 +201,24 @@ class BillRepository implements BillRepositoryInterface
$ids = $accounts->pluck('id')->toArray();
return $this->user->bills()
->leftJoin(
'transaction_journals',
static function (JoinClause $join): void {
$join->on('transaction_journals.bill_id', '=', 'bills.id')->whereNull('transaction_journals.deleted_at');
}
)
->leftJoin(
'transactions',
static function (JoinClause $join): void {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->whereIn('transactions.account_id', $ids)
->whereNull('transaction_journals.deleted_at')
->orderBy('bills.active', 'DESC')
->orderBy('bills.name', 'ASC')
->groupBy($fields)
->get($fields)
;
->leftJoin(
'transaction_journals',
static function (JoinClause $join): void {
$join->on('transaction_journals.bill_id', '=', 'bills.id')->whereNull('transaction_journals.deleted_at');
}
)
->leftJoin(
'transactions',
static function (JoinClause $join): void {
$join->on('transaction_journals.id', '=', 'transactions.transaction_journal_id')->where('transactions.amount', '<', 0);
}
)
->whereIn('transactions.account_id', $ids)
->whereNull('transaction_journals.deleted_at')
->orderBy('bills.active', 'DESC')
->orderBy('bills.name', 'ASC')
->groupBy($fields)
->get($fields);
}
/**
@@ -247,7 +243,7 @@ class BillRepository implements BillRepositoryInterface
public function getOverallAverage(Bill $bill): array
{
/** @var JournalRepositoryInterface $repos */
$repos = app(JournalRepositoryInterface::class);
$repos = app(JournalRepositoryInterface::class);
$repos->setUser($this->user);
// get and sort on currency
@@ -260,16 +256,22 @@ class BillRepository implements BillRepositoryInterface
$transaction = $journal->transactions()->where('amount', '<', 0)->first();
$currencyId = (int) $journal->transaction_currency_id;
$currency = $journal->transactionCurrency;
$result[$currencyId] ??= [
$result[$currencyId] ??= [
'sum' => '0',
'native_sum' => '0',
'count' => 0,
'avg' => '0',
'native_avg' => '0',
'currency_id' => $currency->id,
'currency_code' => $currency->code,
'currency_symbol' => $currency->symbol,
'currency_decimal_places' => $currency->decimal_places,
];
$result[$currencyId]['sum'] = bcadd($result[$currencyId]['sum'], $transaction->amount);
$result[$currencyId]['native_sum'] = bcadd($result[$currencyId]['native_sum'], $transaction->native_amount);
if ($journal->foreign_currency_id === Amount::getDefaultCurrency()->id) {
$result[$currencyId]['native_sum'] = bcadd($result[$currencyId]['native_sum'], $transaction->amount);
}
++$result[$currencyId]['count'];
}
@@ -280,12 +282,13 @@ class BillRepository implements BillRepositoryInterface
*/
foreach ($result as $currencyId => $arr) {
$result[$currencyId]['avg'] = bcdiv($arr['sum'], (string) $arr['count']);
$result[$currencyId]['native_avg'] = bcdiv($arr['native_sum'], (string) $arr['count']);
}
return $result;
}
public function setUser(null|Authenticatable|User $user): void
public function setUser(null | Authenticatable | User $user): void
{
if ($user instanceof User) {
$this->user = $user;
@@ -295,9 +298,8 @@ class BillRepository implements BillRepositoryInterface
public function getPaginator(int $size): LengthAwarePaginator
{
return $this->user->bills()
->orderBy('active', 'DESC')
->orderBy('name', 'ASC')->paginate($size)
;
->orderBy('active', 'DESC')
->orderBy('name', 'ASC')->paginate($size);
}
/**
@@ -310,14 +312,13 @@ class BillRepository implements BillRepositoryInterface
Log::debug(sprintf('Search for linked journals between %s and %s', $start->toW3cString(), $end->toW3cString()));
return $bill->transactionJournals()
->before($end)->after($start)->get(
->before($end)->after($start)->get(
[
'transaction_journals.id',
'transaction_journals.date',
'transaction_journals.transaction_group_id',
]
)
;
);
}
/**
@@ -326,11 +327,10 @@ class BillRepository implements BillRepositoryInterface
public function getRulesForBill(Bill $bill): Collection
{
return $this->user->rules()
->leftJoin('rule_actions', 'rule_actions.rule_id', '=', 'rules.id')
->where('rule_actions.action_type', 'link_to_bill')
->where('rule_actions.action_value', $bill->name)
->get(['rules.*'])
;
->leftJoin('rule_actions', 'rule_actions.rule_id', '=', 'rules.id')
->where('rule_actions.action_type', 'link_to_bill')
->where('rule_actions.action_value', $bill->name)
->get(['rules.*']);
}
/**
@@ -341,16 +341,15 @@ class BillRepository implements BillRepositoryInterface
*/
public function getRulesForBills(Collection $collection): array
{
$rules = $this->user->rules()
->leftJoin('rule_actions', 'rule_actions.rule_id', '=', 'rules.id')
->where('rule_actions.action_type', 'link_to_bill')
->get(['rules.id', 'rules.title', 'rule_actions.action_value', 'rules.active'])
;
$array = [];
$rules = $this->user->rules()
->leftJoin('rule_actions', 'rule_actions.rule_id', '=', 'rules.id')
->where('rule_actions.action_type', 'link_to_bill')
->get(['rules.id', 'rules.title', 'rule_actions.action_value', 'rules.active']);
$array = [];
/** @var Rule $rule */
foreach ($rules as $rule) {
$array[$rule->action_value] ??= [];
$array[$rule->action_value] ??= [];
$array[$rule->action_value][] = ['id' => $rule->id, 'title' => $rule->title, 'active' => $rule->active];
}
$return = [];
@@ -364,29 +363,29 @@ class BillRepository implements BillRepositoryInterface
public function getYearAverage(Bill $bill, Carbon $date): array
{
/** @var JournalRepositoryInterface $repos */
$repos = app(JournalRepositoryInterface::class);
$repos = app(JournalRepositoryInterface::class);
$repos->setUser($this->user);
// get and sort on currency
$result = [];
$result = [];
$journals = $bill->transactionJournals()
->where('date', '>=', $date->year.'-01-01 00:00:00')
->where('date', '<=', $date->year.'-12-31 23:59:59')
->get()
;
->where('date', '>=', $date->year . '-01-01 00:00:00')
->where('date', '<=', $date->year . '-12-31 23:59:59')
->get();
/** @var TransactionJournal $journal */
foreach ($journals as $journal) {
/** @var null|Transaction $transaction */
$transaction = $journal->transactions()->where('amount', '<', 0)->first();
$transaction = $journal->transactions()->where('amount', '<', 0)->first();
if (null === $transaction) {
continue;
}
$currencyId = (int) $journal->transaction_currency_id;
$currency = $journal->transactionCurrency;
$result[$currencyId] ??= [
$currencyId = (int) $journal->transaction_currency_id;
$currency = $journal->transactionCurrency;
$result[$currencyId] ??= [
'sum' => '0',
'native_sum' => '0',
'count' => 0,
'avg' => '0',
'currency_id' => $currency->id,
@@ -394,7 +393,11 @@ class BillRepository implements BillRepositoryInterface
'currency_symbol' => $currency->symbol,
'currency_decimal_places' => $currency->decimal_places,
];
$result[$currencyId]['sum'] = bcadd($result[$currencyId]['sum'], $transaction->amount);
$result[$currencyId]['sum'] = bcadd($result[$currencyId]['sum'], $transaction->amount);
$result[$currencyId]['native_sum'] = bcadd($result[$currencyId]['native_sum'], $transaction->native_amount);
if ($journal->foreign_currency_id === Amount::getDefaultCurrency()->id) {
$result[$currencyId]['native_sum'] = bcadd($result[$currencyId]['native_sum'], $transaction->amount);
}
++$result[$currencyId]['count'];
}
@@ -404,7 +407,8 @@ class BillRepository implements BillRepositoryInterface
* @var array $arr
*/
foreach ($result as $currencyId => $arr) {
$result[$currencyId]['avg'] = bcdiv($arr['sum'], (string) $arr['count']);
$result[$currencyId]['avg'] = bcdiv($arr['sum'], (string) $arr['count']);
$result[$currencyId]['native_avg'] = bcdiv($arr['native_sum'], (string) $arr['count']);
}
return $result;
@@ -429,7 +433,7 @@ class BillRepository implements BillRepositoryInterface
*/
public function nextExpectedMatch(Bill $bill, Carbon $date): Carbon
{
$cache = new CacheProperties();
$cache = new CacheProperties();
$cache->addProperty($bill->id);
$cache->addProperty('nextExpectedMatch');
$cache->addProperty($date);
@@ -437,17 +441,17 @@ class BillRepository implements BillRepositoryInterface
return $cache->get();
}
// find the most recent date for this bill NOT in the future. Cache this date:
$start = clone $bill->date;
$start = clone $bill->date;
$start->startOfDay();
app('log')->debug('nextExpectedMatch: Start is '.$start->format('Y-m-d'));
app('log')->debug('nextExpectedMatch: Start is ' . $start->format('Y-m-d'));
while ($start < $date) {
app('log')->debug(sprintf('$start (%s) < $date (%s)', $start->format('Y-m-d H:i:s'), $date->format('Y-m-d H:i:s')));
$start = app('navigation')->addPeriod($start, $bill->repeat_freq, $bill->skip);
app('log')->debug('Start is now '.$start->format('Y-m-d H:i:s'));
app('log')->debug('Start is now ' . $start->format('Y-m-d H:i:s'));
}
$end = app('navigation')->addPeriod($start, $bill->repeat_freq, $bill->skip);
$end = app('navigation')->addPeriod($start, $bill->repeat_freq, $bill->skip);
$end->endOfDay();
// see if the bill was paid in this period.
@@ -459,8 +463,8 @@ class BillRepository implements BillRepositoryInterface
$start = clone $end;
$end = app('navigation')->addPeriod($start, $bill->repeat_freq, $bill->skip);
}
app('log')->debug('nextExpectedMatch: Final start is '.$start->format('Y-m-d'));
app('log')->debug('nextExpectedMatch: Matching end is '.$end->format('Y-m-d'));
app('log')->debug('nextExpectedMatch: Final start is ' . $start->format('Y-m-d'));
app('log')->debug('nextExpectedMatch: Matching end is ' . $end->format('Y-m-d'));
$cache->store($start);
@@ -521,8 +525,8 @@ class BillRepository implements BillRepositoryInterface
foreach ($bills as $bill) {
/** @var Collection $set */
$set = $bill->transactionJournals()->after($start)->before($end)->get(['transaction_journals.*']);
$currency = $convertToNative && $bill->transactionCurrency->id !== $default->id ? $default : $bill->transactionCurrency;
$set = $bill->transactionJournals()->after($start)->before($end)->get(['transaction_journals.*']);
$currency = $convertToNative && $bill->transactionCurrency->id !== $default->id ? $default : $bill->transactionCurrency;
$return[(int) $currency->id] ??= [
'id' => (string) $currency->id,
'name' => $currency->name,
@@ -531,7 +535,7 @@ class BillRepository implements BillRepositoryInterface
'decimal_places' => $currency->decimal_places,
'sum' => '0',
];
$setAmount = '0';
$setAmount = '0';
/** @var TransactionJournal $transactionJournal */
foreach ($set as $transactionJournal) {
@@ -548,10 +552,10 @@ class BillRepository implements BillRepositoryInterface
public function getActiveBills(): Collection
{
return $this->user->bills()
->where('active', true)
->orderBy('bills.name', 'ASC')
->get(['bills.*', \DB::raw('((bills.amount_min + bills.amount_max) / 2) AS expectedAmount')]) // @phpstan-ignore-line
;
->where('active', true)
->orderBy('bills.name', 'ASC')
->get(['bills.*', \DB::raw('((bills.amount_min + bills.amount_max) / 2) AS expectedAmount')]) // @phpstan-ignore-line
;
}
public function sumUnpaidInRange(Carbon $start, Carbon $end): array
@@ -565,9 +569,9 @@ class BillRepository implements BillRepositoryInterface
/** @var Bill $bill */
foreach ($bills as $bill) {
// app('log')->debug(sprintf('Processing bill #%d ("%s")', $bill->id, $bill->name));
$dates = $this->getPayDatesInRange($bill, $start, $end);
$count = $bill->transactionJournals()->after($start)->before($end)->count();
$total = $dates->count() - $count;
$dates = $this->getPayDatesInRange($bill, $start, $end);
$count = $bill->transactionJournals()->after($start)->before($end)->count();
$total = $dates->count() - $count;
// app('log')->debug(sprintf('Pay dates: %d, count: %d, left: %d', $dates->count(), $count, $total));
// app('log')->debug('dates', $dates->toArray());
@@ -576,10 +580,10 @@ class BillRepository implements BillRepositoryInterface
// Log::debug(sprintf('min field is %s, max field is %s', $minField, $maxField));
if ($total > 0) {
$currency = $convertToNative && $bill->transactionCurrency->id !== $default->id ? $default : $bill->transactionCurrency;
$average = bcdiv(bcadd($bill->{$maxField}, $bill->{$minField}), '2');
$currency = $convertToNative && $bill->transactionCurrency->id !== $default->id ? $default : $bill->transactionCurrency;
$average = bcdiv(bcadd($bill->{$maxField}, $bill->{$minField}), '2');
Log::debug(sprintf('Amount to pay is %s %s (%d times)', $currency->code, $average, $total));
$return[$currency->id] ??= [
$return[$currency->id] ??= [
'id' => (string) $currency->id,
'name' => $currency->name,
'symbol' => $currency->symbol,
@@ -617,7 +621,7 @@ class BillRepository implements BillRepositoryInterface
// app('log')->debug(sprintf('Currentstart (%s) has become %s.', $currentStart->format('Y-m-d'), $nextExpectedMatch->format('Y-m-d')));
$currentStart = clone $nextExpectedMatch;
$currentStart = clone $nextExpectedMatch;
}
return $set;

View File

@@ -66,7 +66,13 @@
<td>{{ trans('firefly.average_bill_amount_year', {year: year}) }}</td>
<td>
{% for avg in yearAverage %}
{{ formatAmountBySymbol(avg.avg, avg.currency_symbol, avg.currency_decimal_places, true) }}<br>
{{ formatAmountBySymbol(avg.avg, avg.currency_symbol, avg.currency_decimal_places, true) }}
{% if convertToNative %}
({{ formatAmountBySymbol(avg.native_avg,
defaultCurrency.symbol, defaultCurrency.decimal_places, true) }})
{% endif %}
<br>
{% endfor %}
</td>
</tr>
@@ -74,7 +80,12 @@
<td>{{ 'average_bill_amount_overall'|_ }}</td>
<td>
{% for avg in overallAverage %}
{{ formatAmountBySymbol(avg.avg, avg.currency_symbol, avg.currency_decimal_places, true) }}<br>
{{ formatAmountBySymbol(avg.avg, avg.currency_symbol, avg.currency_decimal_places, true) }}
{% if convertToNative %}
({{ formatAmountBySymbol(avg.native_avg,
defaultCurrency.symbol, defaultCurrency.decimal_places, true) }})
{% endif %}
<br>
{% endfor %}
</td>
</tr>
@@ -174,7 +185,7 @@
{% block scripts %}
<script type="text/javascript" nonce="{{ JS_NONCE }}">
var billCurrencySymbol = "{{ object.data.currency.symbol }}";
var billCurrencySymbol = "{{ convertToNative ? defaultCurrency.symbol : object.data.currency.symbol }}";
var billUrl = '{{ route('chart.bill.single', [object.data.id]) }}';
</script>
<script type="text/javascript" src="v1/js/lib/Chart.bundle.min.js?v={{ FF_VERSION }}" nonce="{{ JS_NONCE }}"></script>

View File

@@ -69,7 +69,7 @@
~ {{ formatAmountBySymbol((entry.amount_max + entry.amount_min)/2, entry.currency_symbol, entry.currency_decimal_places) }}
{% if '0' != entry.native_amount_max %}
({{ formatAmountBySymbol((entry.native_amount_max + entry.native_amount_min)/2, defaultCurrency.symbol, defaultCurrency.decimal_places) }})
(~ {{ formatAmountBySymbol((entry.native_amount_max + entry.native_amount_min)/2, defaultCurrency.symbol, defaultCurrency.decimal_places) }})
{% endif %}
</span>
</td>