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Improved budget chart.

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This commit is contained in:
James Cole
2025-07-26 06:47:21 +02:00
parent f62e49090c
commit 46395e350a
7 changed files with 93 additions and 61 deletions
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39
app/Api/V1/Controllers/Chart/BudgetController.php
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@@ -49,7 +49,7 @@ class BudgetController extends Controller
use CleansChartData;
use ValidatesUserGroupTrait;
protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
protected OperationsRepositoryInterface $opsRepository;
private BudgetLimitRepositoryInterface $blRepository;
@@ -80,13 +80,13 @@ class BudgetController extends Controller
*/
public function dashboard(DateRequest $request): JsonResponse
{
$params = $request->getAll();
$params = $request->getAll();
/** @var Carbon $start */
$start = $params['start'];
$start = $params['start'];
/** @var Carbon $end */
$end = $params['end'];
$end = $params['end'];
// code from FrontpageChartGenerator, but not in separate class
$budgets = $this->repository->getActiveBudgets();
@@ -123,7 +123,7 @@ class BudgetController extends Controller
foreach ($rows as $row) {
$current = [
'label' => $budget->name,
'currency_id' => (string) $row['currency_id'],
'currency_id' => (string)$row['currency_id'],
'currency_code' => $row['currency_code'],
'currency_name' => $row['currency_name'],
'currency_decimal_places' => $row['currency_decimal_places'],
@@ -131,6 +131,7 @@ class BudgetController extends Controller
'start' => $row['start'],
'end' => $row['end'],
'entries' => [
'budgeted' => $row['budgeted'],
'spent' => $row['spent'],
'left' => $row['left'],
'overspent' => $row['overspent'],
@@ -163,7 +164,7 @@ class BudgetController extends Controller
*
* @throws FireflyException
*/
private function processExpenses(int $budgetId, array $array, Carbon $start, Carbon $end): array
private function processExpenses(int $budgetId, array $spent, Carbon $start, Carbon $end): array
{
$return = [];
@@ -171,29 +172,30 @@ class BudgetController extends Controller
* This array contains the expenses in this budget. Grouped per currency.
* The grouping is on the main currency only.
*
* @var int $currencyId
* @var int $currencyId
* @var array $block
*/
foreach ($array as $currencyId => $block) {
foreach ($spent as $currencyId => $block) {
$this->currencies[$currencyId] ??= TransactionCurrency::find($currencyId);
$return[$currencyId] ??= [
'currency_id' => (string) $currencyId,
'currency_id' => (string)$currencyId,
'currency_code' => $block['currency_code'],
'currency_name' => $block['currency_name'],
'currency_symbol' => $block['currency_symbol'],
'currency_decimal_places' => (int) $block['currency_decimal_places'],
'currency_decimal_places' => (int)$block['currency_decimal_places'],
'start' => $start->toAtomString(),
'end' => $end->toAtomString(),
'budgeted' => '0',
'spent' => '0',
'left' => '0',
'overspent' => '0',
];
$currentBudgetArray = $block['budgets'][$budgetId];
$currentBudgetArray = $block['budgets'][$budgetId];
// var_dump($return);
/** @var array $journal */
foreach ($currentBudgetArray['transaction_journals'] as $journal) {
$return[$currencyId]['spent'] = bcadd($return[$currencyId]['spent'], (string) $journal['amount']);
$return[$currencyId]['spent'] = bcadd($return[$currencyId]['spent'], (string)$journal['amount']);
}
}
@@ -229,7 +231,7 @@ class BudgetController extends Controller
private function processLimit(Budget $budget, BudgetLimit $limit): array
{
Log::debug(sprintf('Created new ExchangeRateConverter in %s', __METHOD__));
$end = clone $limit->end_date;
$end = clone $limit->end_date;
$end->endOfDay();
$spent = $this->opsRepository->listExpenses($limit->start_date, $end, null, new Collection([$budget]));
$limitCurrencyId = $limit->transaction_currency_id;
@@ -237,16 +239,17 @@ class BudgetController extends Controller
/** @var array $entry */
// only spent the entry where the entry's currency matches the budget limit's currency
// so $filtered will only have 1 or 0 entries
$filtered = array_filter($spent, fn ($entry) => $entry['currency_id'] === $limitCurrencyId);
$result = $this->processExpenses($budget->id, $filtered, $limit->start_date, $end);
$filtered = array_filter($spent, fn($entry) => $entry['currency_id'] === $limitCurrencyId);
$result = $this->processExpenses($budget->id, $filtered, $limit->start_date, $end);
if (1 === count($result)) {
$compare = bccomp($limit->amount, (string) app('steam')->positive($result[$limitCurrencyId]['spent']));
$compare = bccomp($limit->amount, (string)app('steam')->positive($result[$limitCurrencyId]['spent']));
$result[$limitCurrencyId]['budgeted'] = $limit->amount;
if (1 === $compare) {
// convert this amount into the native currency:
$result[$limitCurrencyId]['left'] = bcadd($limit->amount, (string) $result[$limitCurrencyId]['spent']);
$result[$limitCurrencyId]['left'] = bcadd($limit->amount, (string)$result[$limitCurrencyId]['spent']);
}
if ($compare <= 0) {
$result[$limitCurrencyId]['overspent'] = app('steam')->positive(bcadd($limit->amount, (string) $result[$limitCurrencyId]['spent']));
$result[$limitCurrencyId]['overspent'] = app('steam')->positive(bcadd($limit->amount, (string)$result[$limitCurrencyId]['spent']));
}
}