Finished category report.

This commit is contained in:
James Cole
2016-11-17 20:02:55 +01:00
parent 13b96f6136
commit 5088df103f
9 changed files with 367 additions and 199 deletions

View File

@@ -63,10 +63,18 @@ class MonthReportGenerator extends Support implements ReportGeneratorInterface
$accountSummary = $this->getAccountSummary(); $accountSummary = $this->getAccountSummary();
$categorySummary = $this->getCategorySummary(); $categorySummary = $this->getCategorySummary();
$averageExpenses = $this->getAverageExpenses(); $averageExpenses = $this->getAverageExpenses();
$averageIncome = $this->getAverageIncome();
$topExpenses = $this->getTopExpenses();
$topIncome = $this->getTopIncome();
// render! // render!
return view('reports.category.month', compact('accountIds', 'categoryIds', 'reportType', 'accountSummary', 'categorySummary','averageExpenses')) return view(
'reports.category.month',
compact(
'accountIds', 'categoryIds', 'topIncome', 'reportType', 'accountSummary', 'categorySummary', 'averageExpenses', 'averageIncome', 'topExpenses'
)
)
->with('start', $this->start)->with('end', $this->end) ->with('start', $this->start)->with('end', $this->end)
->with('categories', $this->categories) ->with('categories', $this->categories)
->with('accounts', $this->accounts) ->with('accounts', $this->accounts)
@@ -203,6 +211,45 @@ class MonthReportGenerator extends Support implements ReportGeneratorInterface
} }
private function getAverageIncome(): array
{
$expenses = $this->getIncome();
$result = [];
/** @var Transaction $transaction */
foreach ($expenses as $transaction) {
// opposing name and ID:
$opposingId = $transaction->opposing_account_id;
// is not set?
if (!isset($result[$opposingId])) {
$name = $transaction->opposing_account_name;
$encrypted = intval($transaction->opposing_account_encrypted);
$name = $encrypted === 1 ? Crypt::decrypt($name) : $name;
$result[$opposingId] = [
'name' => $name,
'count' => 1,
'id' => $opposingId,
'average' => $transaction->transaction_amount,
'sum' => $transaction->transaction_amount,
];
continue;
}
$result[$opposingId]['count']++;
$result[$opposingId]['sum'] = bcadd($result[$opposingId]['sum'], $transaction->transaction_amount);
$result[$opposingId]['average'] = bcdiv($result[$opposingId]['sum'], strval($result[$opposingId]['count']));
}
// sort result by average:
$average = [];
foreach ($result as $key => $row) {
$average[$key] = floatval($row['average']);
}
array_multisort($average, SORT_DESC, $result);
return $result;
}
/** /**
* @return array * @return array
*/ */
@@ -360,4 +407,40 @@ class MonthReportGenerator extends Support implements ReportGeneratorInterface
} }
/**
* @return Collection
*/
private function getTopExpenses(): Collection
{
$transactions = $this->getExpenses()->sortBy('transaction_amount');
$transactions = $transactions->each(
function (Transaction $transaction) {
if (intval($transaction->opposing_account_encrypted) === 1) {
$transaction->opposing_account_name = Crypt::decrypt($transaction->opposing_account_name);
}
}
);
return $transactions;
}
/**
* @return Collection
*/
private function getTopIncome(): Collection
{
$transactions = $this->getIncome()->sortByDesc('transaction_amount');
$transactions = $transactions->each(
function (Transaction $transaction) {
if (intval($transaction->opposing_account_encrypted) === 1) {
$transaction->opposing_account_name = Crypt::decrypt($transaction->opposing_account_name);
}
}
);
return $transactions;
}
} }

View File

@@ -66,57 +66,6 @@ function colorizeData(data) {
return newData; return newData;
} }
/**
* @param URI
* @param container
* @param chartType
* @param options
* @param colorData
*/
function drawAChart(URI, container, chartType, options, colorData) {
if ($('#' + container).length === 0) {
console.log('No container called ' + container + ' was found.');
return;
}
// var result = true;
// if (options.beforeDraw) {
// result = options.beforeDraw(data, {url: URL, container: container});
// }
// if (result === false) {
// return;
// }
$.getJSON(URI).done(function (data) {
if (colorData) {
data = colorizeData(data);
}
if (allCharts.hasOwnProperty(container)) {
console.log('Will draw updated ' + chartType + ' chart');
allCharts[container].data.datasets = data.datasets;
allCharts[container].data.labels = data.labels;
allCharts[container].update();
} else {
// new chart!
console.log('Will draw new ' + chartType + 'chart');
var ctx = document.getElementById(container).getContext("2d");
allCharts[container] = new Chart(ctx, {
type: chartType,
data: data,
options: options
});
}
}).fail(function () {
console.log('Failed to draw ' + chartType + ' in container ' + container);
$('#' + container).addClass('general-chart-error');
});
console.log('URL for ' + chartType + ' chart : ' + URL);
}
/** /**
* Function to draw a line chart: * Function to draw a line chart:
* @param URI * @param URI
@@ -182,3 +131,60 @@ function pieChart(URI, container) {
drawAChart(URI, container, chartType, options, colorData); drawAChart(URI, container, chartType, options, colorData);
} }
/**
* @param URI
* @param container
* @param chartType
* @param options
* @param colorData
*/
function drawAChart(URI, container, chartType, options, colorData) {
if ($('#' + container).length === 0) {
console.log('No container called ' + container + ' was found.');
return;
}
$.getJSON(URI).done(function (data) {
if (data.labels.length === 0) {
console.log(chartType + " chart in " + container + " has no data.");
// remove the chart container + parent
var holder = $('#' + container).parent().parent();
if (holder.hasClass('box')) {
// remove box
holder.remove();
}
return;
}
if (colorData) {
data = colorizeData(data);
}
if (allCharts.hasOwnProperty(container)) {
console.log('Will draw updated ' + chartType + ' chart');
allCharts[container].data.datasets = data.datasets;
allCharts[container].data.labels = data.labels;
allCharts[container].update();
} else {
// new chart!
console.log('Will draw new ' + chartType + 'chart');
var ctx = document.getElementById(container).getContext("2d");
allCharts[container] = new Chart(ctx, {
type: chartType,
data: data,
options: options
});
}
}).fail(function () {
console.log('Failed to draw ' + chartType + ' in container ' + container);
$('#' + container).addClass('general-chart-error');
});
console.log('URL for ' + chartType + ' chart : ' + URL);
}

View File

@@ -55,6 +55,10 @@ $(function () {
} }
); );
// trigger list thing
listLengthInitial();
}); });
function currencySelect(e) { function currencySelect(e) {
@@ -108,3 +112,30 @@ accounting.settings = {
decimal: "." decimal: "."
} }
}; };
function listLengthInitial() {
"use strict";
$('.overListLength').hide();
$('.listLengthTrigger').unbind('click').click(triggerList)
}
function triggerList(e) {
"use strict";
var link = $(e.target);
var table = link.parent().parent().parent().parent();
console.log('data-hidden = ' + table.attr('data-hidden'));
if (table.attr('data-hidden') === 'no') {
// hide all elements, return false.
table.find('.overListLength').hide();
table.attr('data-hidden', 'yes');
link.text(showFullList);
return false;
}
// show all, return false
table.find('.overListLength').show();
table.attr('data-hidden', 'no');
link.text(showOnlyTop);
return false;
}

View File

@@ -43,29 +43,6 @@ function drawChart() {
getBoxAmounts(); getBoxAmounts();
} }
// /**
// * Removes a chart box if there is nothing for the chart to draw.
// *
// * @param data
// * @param options
// * @returns {boolean}
// */
// function beforeDrawIsEmpty(data, options) {
// "use strict";
//
// // check if chart holds data.
// if (data.labels.length === 0) {
// // remove the chart container + parent
// console.log(options.container + ' appears empty. Removed.');
// $('#' + options.container).parent().parent().remove();
//
// // return false so script stops.
// return false;
// }
// return true;
// }
function getBoxAmounts() { function getBoxAmounts() {
"use strict"; "use strict";
var boxes = ['in', 'out', 'bills-unpaid', 'bills-paid']; var boxes = ['in', 'out', 'bills-unpaid', 'bills-paid'];

View File

@@ -27,32 +27,6 @@ function triggerInfoClick() {
$('.firefly-info-button').unbind('click').click(clickInfoButton); $('.firefly-info-button').unbind('click').click(clickInfoButton);
} }
function listLengthInitial() {
"use strict";
$('.overListLength').hide();
$('.listLengthTrigger').unbind('click').click(triggerList)
}
function triggerList(e) {
"use strict";
var link = $(e.target);
var table = link.parent().parent().parent().parent();
console.log('data-hidden = ' + table.attr('data-hidden'));
if (table.attr('data-hidden') === 'no') {
// hide all elements, return false.
table.find('.overListLength').hide();
table.attr('data-hidden', 'yes');
link.text(showFullList);
return false;
}
// show all, return false
table.find('.overListLength').show();
table.attr('data-hidden', 'no');
link.text(showOnlyTop);
return false;
}
function clickInfoButton(e) { function clickInfoButton(e) {
"use strict"; "use strict";
// find all data tags, regardless of what they are: // find all data tags, regardless of what they are:

View File

@@ -698,8 +698,10 @@ return [
'everything_else' => 'Everything else', 'everything_else' => 'Everything else',
'income_and_expenses' => 'Income and expenses', 'income_and_expenses' => 'Income and expenses',
'spent_average' => 'Spent (average)', 'spent_average' => 'Spent (average)',
'income_average' => 'Income (average)',
'transaction_count' => 'Transaction count', 'transaction_count' => 'Transaction count',
'average_spending_per_account' => 'Average spending per account',
'average_income_per_account' => 'Average income per account',
// charts: // charts:
'chart' => 'Chart', 'chart' => 'Chart',
'dayOfMonth' => 'Day of the month', 'dayOfMonth' => 'Day of the month',

View File

@@ -16,31 +16,27 @@
<table class="table table-hover sortable"> <table class="table table-hover sortable">
<thead> <thead>
<tr> <tr>
<th>{{ 'name'|_ }}</th> <th data-defaultsign="az">{{ 'name'|_ }}</th>
<th>{{ 'earned'|_ }}</th> <th data-defaultsign="_19">{{ 'earned'|_ }}</th>
<th>{{ 'spent'|_ }}</th> <th data-defaultsign="_19">{{ 'spent'|_ }}</th>
</tr> </tr>
</thead> </thead>
<tbody> <tbody>
{% for account in accounts %} {% for account in accounts %}
<tr> <tr>
<td> <td data-value="{{ account.name }}">
<a href="{{ route('accounts.show', account.id) }}" title="{{ account.name }}">{{ account.name }}</a> <a href="{{ route('accounts.show', account.id) }}" title="{{ account.name }}">{{ account.name }}</a>
</td> </td>
<td>
{% if accountSummary[account.id] %} {% if accountSummary[account.id] %}
{{ accountSummary[account.id].earned|formatAmount }} <td data-value="{{ accountSummary[account.id].earned }}">{{ accountSummary[account.id].earned|formatAmount }}</td>
{% else %} {% else %}
{{ 0|formatAmount }} <td data-value="0">{{ 0|formatAmount }}</td>
{% endif %} {% endif %}
</td>
<td>
{% if accountSummary[account.id] %} {% if accountSummary[account.id] %}
{{ accountSummary[account.id].spent|formatAmount }} <td data-value="{{ accountSummary[account.id].spent }}">{{ accountSummary[account.id].spent|formatAmount }}</td>
{% else %} {% else %}
{{ 0|formatAmount }} <td data-value="0">{{ 0|formatAmount }}</td>
{% endif %} {% endif %}
</td>
</tr> </tr>
{% endfor %} {% endfor %}
</tbody> </tbody>
@@ -56,31 +52,27 @@
<table class="table table-hover sortable"> <table class="table table-hover sortable">
<thead> <thead>
<tr> <tr>
<th>{{ 'name'|_ }}</th> <th data-defaultsign="az">{{ 'name'|_ }}</th>
<th>{{ 'earned'|_ }}</th> <th data-defaultsign="_19">{{ 'earned'|_ }}</th>
<th>{{ 'spent'|_ }}</th> <th data-defaultsign="_19">{{ 'spent'|_ }}</th>
</tr> </tr>
</thead> </thead>
<tbody> <tbody>
{% for category in categories %} {% for category in categories %}
<tr> <tr>
<td> <td data-value="{{ category.name }}">
<a href="{{ route('categories.show', category.id) }}" title="{{ category.name }}">{{ category.name }}</a> <a href="{{ route('categories.show', category.id) }}" title="{{ category.name }}">{{ category.name }}</a>
</td> </td>
<td>
{% if categorySummary[category.id] %} {% if categorySummary[category.id] %}
{{ categorySummary[category.id].earned|formatAmount }} <td data-value="{{ categorySummary[category.id].earned }}">{{ categorySummary[category.id].earned|formatAmount }}</td>
{% else %} {% else %}
{{ 0|formatAmount }} <td data-value="0">{{ 0|formatAmount }}</td>
{% endif %} {% endif %}
</td>
<td>
{% if categorySummary[category.id] %} {% if categorySummary[category.id] %}
{{ categorySummary[category.id].spent|formatAmount }} <td data-value="{{ categorySummary[category.id].spent }}">{{ categorySummary[category.id].spent|formatAmount }}</td>
{% else %} {% else %}
{{ 0|formatAmount }} <td data-value="0">{{ 0|formatAmount }}</td>
{% endif %} {% endif %}
</td>
</tr> </tr>
{% endfor %} {% endfor %}
</tbody> </tbody>
@@ -162,12 +154,6 @@
</div> </div>
</div> </div>
</div> </div>
{#
big chart here
Show income / expenses per period. Differs per report: month = per day, year = per month, multi-year = per year.
In a bar chart, possibly grouped by expense/revenue account.
#}
<div class="row"> <div class="row">
<div class="col-lg-6"> <div class="col-lg-6">
<div class="box"> <div class="box">
@@ -178,13 +164,114 @@
<table class="table table-hover sortable"> <table class="table table-hover sortable">
<thead> <thead>
<tr> <tr>
<th>{{ 'account'|_ }}</th> <th data-defaultsign="az">{{ 'account'|_ }}</th>
<th>{{ 'spent_average'|_ }}</th> <th data-defaultsign="_19">{{ 'spent_average'|_ }}</th>
<th>{{ 'transaction_count'|_ }}</th> <th data-defaultsign="_19">{{ 'total'|_ }}</th>
<th data-defaultsign="_19">{{ 'transaction_count'|_ }}</th>
</tr> </tr>
</thead> </thead>
<tbody> <tbody>
{% for row in averageExpenses %} {% for row in averageExpenses %}
<tr>
<td data-value="{{ row.name }}">
<a href="{{ route('accounts.show', row.id) }}">{{ row.name }}</a>
</td>
<td data-value="{{ row.average }}">
{{ row.average|formatAmount }}
</td>
<td data-value="{{ row.sum }}">
{{ row.sum|formatAmount }}
</td>
<td data-value="{{ row.count }}">
{{ row.count }}
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
</div>
<div class="col-lg-6">
{% if topExpenses.count > 0 %}
<div class="box">
<div class="box-header with-border">
<h3 class="box-title">{{ 'expenses'|_ }} ({{ trans('firefly.topX', {number: listLength}) }})</h3>
</div>
<div class="box-body">
<table class="table table-hover sortable">
<thead>
<tr>
<th data-defaultsort="disabled">{{ 'description'|_ }}</th>
<th data-defaultsign="month">{{ 'date'|_ }}</th>
<th data-defaultsign="az">{{ 'account'|_ }}</th>
<th data-defaultsign="_19">{{ 'amount'|_ }}</th>
</tr>
</thead>
<tbody>
{% for row in topExpenses %}
{% if loop.index > listLength %}
<tr class="overListLength">
{% else %}
<tr>
{% endif %}
<td data-sortable="false">
<a href="{{ route('transactions.show', row.journal_id) }}">
{% if row.transaction_description|length > 0 %}
{{ row.transaction_description }} ({{ row.description }})
{% else %}
{{ row.description }}
{% endif %}
</a>
</td>
<td data-value="{{ row.date.format('Y-m-d') }}">
{{ row.date.formatLocalized(monthAndDayFormat) }}
</td>
<td data-value="{{ row.opposing_account_name }}">
<a href="{{ route('accounts.show', row.opposing_account_id) }}">
{{ row.opposing_account_name }}
</a>
</td>
<td data-value="{{ row.transaction_amount }}">
{{ row.transaction_amount|formatAmount }}
</td>
</tr>
{% endfor %}
</tbody>
<tfoot>
{% if topExpenses.count > listLength %}
<tr>
<td colspan="3" class="active">
<a href="#" class="listLengthTrigger">{{ trans('firefly.show_full_list',{number:incomeTopLength}) }}</a>
</td>
</tr>
{% endif %}
</tfoot>
</table>
</div>
</div>
{% endif %}
</div>
</div>
<div class="row">
{% if averageIncome|length > 0 %}
<div class="col-lg-6">
<div class="box">
<div class="box-header with-border">
<h3 class="box-title">{{ 'average_income_per_account'|_ }}</h3>
</div>
<div class="box-body">
<table class="table table-hover sortable">
<thead>
<tr>
<th data-defaultsign="az">{{ 'account'|_ }}</th>
<th data-defaultsign="_19">{{ 'income_average'|_ }}</th>
<th data-defaultsign="_19">{{ 'total'|_ }}</th>
<th data-defaultsign="_19">{{ 'transaction_count'|_ }}</th>
</tr>
</thead>
<tbody>
{% for row in averageIncome %}
<tr> <tr>
<td data-value="{{ row.name }}"> <td data-value="{{ row.name }}">
<a href="{{ route('accounts.show', row.id) }}">{{ row.name }}</a> <a href="{{ route('accounts.show', row.id) }}">{{ row.name }}</a>
@@ -192,6 +279,9 @@
<td> <td>
{{ row.average|formatAmount }} {{ row.average|formatAmount }}
</td> </td>
<td>
{{ row.sum|formatAmount }}
</td>
<td> <td>
{{ row.count }} {{ row.count }}
</td> </td>
@@ -202,63 +292,68 @@
</div> </div>
</div> </div>
</div> </div>
{% endif %}
<div class="col-lg-6"> <div class="col-lg-6">
{% if topIncome.count > 0 %}
<div class="box"> <div class="box">
<div class="box-header with-border"> <div class="box-header with-border">
<h3 class="box-title">{{ 'expenses'|_ }} ({{ trans('firefly.topX', {number: 10}) }})</h3> <h3 class="box-title">{{ 'income'|_ }} ({{ trans('firefly.topX', {number: listLength}) }})</h3>
</div> </div>
<div class="box-body"> <div class="box-body">
<table class="table table-hover sortable">
<thead>
<tr>
<th data-defaultsort="disabled">{{ 'description'|_ }}</th>
<th>{{ 'date'|_ }}</th>
<th data-defaultsign="az">{{ 'account'|_ }}</th>
<th>{{ 'amount'|_ }}</th>
</tr>
</thead>
<tbody>
{% for row in topIncome %}
{% if loop.index > listLength %}
<tr class="overListLength">
{% else %}
<tr>
{% endif %}
<td>
<a href="{{ route('transactions.show', row.journal_id) }}">
{% if row.transaction_description|length > 0 %}
{{ row.transaction_description }} ({{ row.description }})
{% else %}
{{ row.description }}
{% endif %}
</a>
</td>
<td>
{{ row.date.formatLocalized(monthAndDayFormat) }}
</td>
<td>
<a href="{{ route('accounts.show', row.opposing_account_id) }}">
{{ row.opposing_account_name }}
</a>
</td>
<td>
{{ row.transaction_amount|formatAmount }}
</td>
</tr>
{% endfor %}
</tbody>
<tfoot>
{% if topIncome.count > listLength %}
<tr>
<td colspan="3" class="active">
<a href="#" class="listLengthTrigger">{{ trans('firefly.show_full_list',{number:incomeTopLength}) }}</a>
</td>
</tr>
{% endif %}
</tfoot>
</table>
</div> </div>
</div> </div>
{% endif %}
</div> </div>
</div> </div>
<div class="row">
<div class="col-lg-6">
<div class="box">
<div class="box-header with-border">
<h3 class="box-title">{{ 'average_income_per_account'|_ }}</h3>
</div>
<div class="box-body">
</div>
</div>
</div>
<div class="col-lg-6">
<div class="box">
<div class="box-header with-border">
<h3 class="box-title">{{ 'income'|_ }} ({{ trans('firefly.topX', {number: 10}) }})</h3>
</div>
<div class="box-body">
</div>
</div>
</div>
</div>
<div class="row">
<div class="col-lg-3">
List of spending (withdrawals) by account, if relevant. Grouped:<br>
BC: 456
AH: 123
order by size
</div>
<div class="col-lg-3">
List of spending (withdrawals) by transaction, if relevant. Not grouped<br>
more groceries: 456
groceries: 123
ordered by size. top x list?
</div>
<div class="col-lg-6">
Same but for income
</div>
</div>
{% endblock %} {% endblock %}
@@ -266,6 +361,7 @@
<script type="text/javascript" src="js/lib/Chart.bundle.min.js"></script> <script type="text/javascript" src="js/lib/Chart.bundle.min.js"></script>
<script type="text/javascript" src="js/ff/charts.defaults.js"></script> <script type="text/javascript" src="js/ff/charts.defaults.js"></script>
<script type="text/javascript" src="js/ff/charts.js"></script> <script type="text/javascript" src="js/ff/charts.js"></script>
<script type="text/javascript" src="js/lib/bootstrap-sortable.js"></script>
<script type="text/javascript"> <script type="text/javascript">
// to report another URL: // to report another URL:
@@ -273,8 +369,6 @@
var endDate = '{{ end.format('Ymd') }}'; var endDate = '{{ end.format('Ymd') }}';
var accountIds = '{{ accountIds }}'; var accountIds = '{{ accountIds }}';
var categoryIds = '{{ categoryIds }}'; var categoryIds = '{{ categoryIds }}';
</script> </script>
@@ -284,4 +378,5 @@
{% endblock %} {% endblock %}
{% block styles %} {% block styles %}
<link rel="stylesheet" href="css/bootstrap-sortable.css" type="text/css" media="all"/>
{% endblock %} {% endblock %}

View File

@@ -25,7 +25,7 @@
{% endfor %} {% endfor %}
</tbody> </tbody>
<tfoot> <tfoot>
{% if categories.getCategories.count > expenseTopLength %} {% if categories.getCategories.count > listLength %}
<tr> <tr>
<td colspan="2" class="active"> <td colspan="2" class="active">
<a href="#" class="listLengthTrigger">{{ trans('firefly.show_full_list',{number:incomeTopLength}) }}</a> <a href="#" class="listLengthTrigger">{{ trans('firefly.show_full_list',{number:incomeTopLength}) }}</a>

View File

@@ -24,7 +24,7 @@
{% endfor %} {% endfor %}
</tbody> </tbody>
<tfoot> <tfoot>
{% if expenses.getExpenses|length > expenseTopLength %} {% if expenses.getExpenses|length > listLength %}
<tr> <tr>
<td colspan="2" class="active"> <td colspan="2" class="active">
<a href="#" class="listLengthTrigger">{{ trans('firefly.show_full_list',{number:incomeTopLength}) }}</a> <a href="#" class="listLengthTrigger">{{ trans('firefly.show_full_list',{number:incomeTopLength}) }}</a>