mirror of
https://github.com/firefly-iii/firefly-iii.git
synced 2025-10-12 23:45:10 +00:00
Make report budget charts multi-currency
This commit is contained in:
@@ -29,6 +29,7 @@ use FireflyIII\Helpers\Collector\GroupCollectorInterface;
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use FireflyIII\Http\Controllers\Controller;
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use FireflyIII\Models\Budget;
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use FireflyIII\Models\BudgetLimit;
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use FireflyIII\Models\TransactionCurrency;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
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use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
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@@ -388,16 +389,15 @@ class BudgetController extends Controller
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/**
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* Shows a budget overview chart (spent and budgeted).
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*
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* TODO this chart is not multi-currency aware.
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*
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* @param Budget $budget
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* @param Carbon $start
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* @param Carbon $end
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* @param Collection $accounts
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* @param Budget $budget
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* @param TransactionCurrency $currency
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* @param Collection $accounts
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return JsonResponse
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*/
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public function period(Budget $budget, Collection $accounts, Carbon $start, Carbon $end): JsonResponse
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public function period(Budget $budget, TransactionCurrency $currency, Collection $accounts, Carbon $start, Carbon $end): JsonResponse
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{
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// chart properties for cache:
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$cache = new CacheProperties();
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@@ -405,27 +405,52 @@ class BudgetController extends Controller
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$cache->addProperty($end);
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$cache->addProperty($accounts);
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$cache->addProperty($budget->id);
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$cache->addProperty($currency->id);
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$cache->addProperty('chart.budget.period');
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if ($cache->has()) {
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return response()->json($cache->get()); // @codeCoverageIgnore
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// return response()->json($cache->get()); // @codeCoverageIgnore
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}
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$periods = app('navigation')->listOfPeriods($start, $end);
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$entries = $this->opsRepository->getBudgetPeriodReport(new Collection([$budget]), $accounts, $start, $end); // get the expenses
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$budgeted = $this->getBudgetedInPeriod($budget, $start, $end);
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// join them into one set of data:
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$chartData = [
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['label' => (string)trans('firefly.spent'), 'type' => 'bar', 'entries' => []],
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['label' => (string)trans('firefly.budgeted'), 'type' => 'bar', 'entries' => []],
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$titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$chartData = [
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[
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'label' => (string)trans('firefly.box_spent_in_currency', ['currency' => $currency->name]),
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'type' => 'bar',
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'entries' => [],
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'currency_symbol' => $currency->symbol,
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],
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[
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'label' => (string)trans('firefly.box_budgeted_in_currency', ['currency' => $currency->name]),
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'type' => 'bar',
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'currency_symbol' => $currency->symbol,
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'entries' => [],
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],
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];
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foreach (array_keys($periods) as $period) {
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$label = $periods[$period];
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$spent = $entries[$budget->id]['entries'][$period] ?? '0';
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$limit = (int)($budgeted[$period] ?? 0);
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$chartData[0]['entries'][$label] = round(bcmul($spent, '-1'), 12);
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$chartData[1]['entries'][$label] = $limit;
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$currentStart = clone $start;
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while ($currentStart <= $end) {
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$title = $currentStart->formatLocalized($titleFormat);
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$currentEnd = app('navigation')->endOfPeriod($currentStart, '1M');
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// default limit is no limit:
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$chartData[0]['entries'][$title] = 0;
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$chartData[1]['entries'][$title] = 0;
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// get budget limit in this period for this currency.
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$limit = $this->blRepository->find($budget, $currency, $currentStart, $currentEnd);
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if (null !== $limit) {
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$chartData[1]['entries'][$title] = round($limit->amount, $currency->decimal_places);
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}
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// get spent amount in this period for this currency.
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$sum = $this->opsRepository->sumExpenses($currentStart, $currentEnd, $accounts, new Collection([$budget]), $currency);
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$amount = app('steam')->positive($sum[$currency->id]['sum'] ?? '0');
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$chartData[0]['entries'][$title] = round($amount, $currency->decimal_places);
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$currentStart = app('navigation')->addPeriod($currentStart, '1M', 0);
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}
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$data = $this->generator->multiSet($chartData);
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$cache->store($data);
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@@ -436,37 +461,39 @@ class BudgetController extends Controller
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/**
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* Shows a chart for transactions without a budget.
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*
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* TODO this chart is not multi-currency aware.
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*
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* @param Collection $accounts
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* @param Carbon $start
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* @param Carbon $end
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* @param TransactionCurrency $currency
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* @param Collection $accounts
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return JsonResponse
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*/
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public function periodNoBudget(Collection $accounts, Carbon $start, Carbon $end): JsonResponse
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public function periodNoBudget(TransactionCurrency $currency, Collection $accounts, Carbon $start, Carbon $end): JsonResponse
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{
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// chart properties for cache:
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$cache = new CacheProperties();
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty($accounts);
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$cache->addProperty($currency->id);
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$cache->addProperty('chart.budget.no-budget');
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if ($cache->has()) {
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return response()->json($cache->get()); // @codeCoverageIgnore
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return response()->json($cache->get()); // @codeCoverageIgnore
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}
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// the expenses:
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$periods = app('navigation')->listOfPeriods($start, $end);
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$entries = $this->nbRepository->getNoBudgetPeriodReport($accounts, $start, $end);
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$chartData = [];
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// join them:
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foreach (array_keys($periods) as $period) {
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$label = $periods[$period];
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$spent = $entries['entries'][$period] ?? '0';
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$chartData[$label] = bcmul($spent, '-1');
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$titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$chartData = [];
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$currentStart = clone $start;
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while ($currentStart <= $end) {
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$currentEnd = app('navigation')->endOfPeriod($currentStart, '1M');
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$title = $currentStart->formatLocalized($titleFormat);
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$sum = $this->nbRepository->sumExpenses($currentStart, $currentEnd, $accounts, $currency);
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$amount = app('steam')->positive($sum[$currency->id]['sum'] ?? '0');
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$chartData[$title] = round($amount, $currency->decimal_places);
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$currentStart = app('navigation')->addPeriod($currentStart, '1M', 0);
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}
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$data = $this->generator->singleSet((string)trans('firefly.spent'), $chartData);
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$cache->store($data);
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@@ -39,7 +39,6 @@ use FireflyIII\Support\Http\Controllers\ChartGeneration;
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use FireflyIII\Support\Http\Controllers\DateCalculation;
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use Illuminate\Http\JsonResponse;
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use Illuminate\Support\Collection;
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use Log;
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/**
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* Class CategoryController.
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@@ -275,16 +274,19 @@ class CategoryController extends Controller
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// loop income and expenses for this category.:
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$outSet = $expenses[$currencyId]['categories'][$category->id] ?? ['transaction_journals' => []];
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foreach ($outSet['transaction_journals'] as $journal) {
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$amount = app('steam')->positive($journal['amount']);
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$date = $journal['date']->formatLocalized($format);
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$chartData[$outKey]['entries'][$date] = $chartData[$outKey]['entries'][$date] ?? '0';
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$chartData[$outKey]['entries'][$date] = bcadd($journal['amount'], $chartData[$outKey]['entries'][$date]);
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$chartData[$outKey]['entries'][$date] = bcadd($amount, $chartData[$outKey]['entries'][$date]);
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}
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$inSet = $income[$currencyId]['categories'][$category->id] ?? ['transaction_journals' => []];
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foreach ($inSet['transaction_journals'] as $journal) {
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$amount = app('steam')->positive($journal['amount']);
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$date = $journal['date']->formatLocalized($format);
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$chartData[$inKey]['entries'][$date] = $chartData[$inKey]['entries'][$date] ?? '0';
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$chartData[$inKey]['entries'][$date] = bcadd($journal['amount'], $chartData[$inKey]['entries'][$date]);
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$chartData[$inKey]['entries'][$date] = bcadd($amount, $chartData[$inKey]['entries'][$date]);
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}
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}
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@@ -313,7 +315,7 @@ class CategoryController extends Controller
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$cache->addProperty('chart.category.period.no-cat');
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$cache->addProperty($accounts->pluck('id')->toArray());
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if ($cache->has()) {
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return response()->json($cache->get()); // @codeCoverageIgnore
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//return response()->json($cache->get()); // @codeCoverageIgnore
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}
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/** @var NoCategoryRepositoryInterface $noCatRepository */
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@@ -358,16 +360,18 @@ class CategoryController extends Controller
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// loop income and expenses:
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$outSet = $expenses[$currencyId] ?? ['transaction_journals' => []];
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foreach ($outSet['transaction_journals'] as $journal) {
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$amount = app('steam')->positive($journal['amount']);
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$date = $journal['date']->formatLocalized($format);
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$chartData[$outKey]['entries'][$date] = $chartData[$outKey]['entries'][$date] ?? '0';
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$chartData[$outKey]['entries'][$date] = bcadd($journal['amount'], $chartData[$outKey]['entries'][$date]);
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$chartData[$outKey]['entries'][$date] = bcadd($amount, $chartData[$outKey]['entries'][$date]);
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}
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$inSet = $income[$currencyId] ?? ['transaction_journals' => []];
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foreach ($inSet['transaction_journals'] as $journal) {
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$amount = app('steam')->positive($journal['amount']);
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$date = $journal['date']->formatLocalized($format);
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$chartData[$inKey]['entries'][$date] = $chartData[$inKey]['entries'][$date] ?? '0';
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$chartData[$inKey]['entries'][$date] = bcadd($journal['amount'], $chartData[$inKey]['entries'][$date]);
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$chartData[$inKey]['entries'][$date] = bcadd($amount, $chartData[$inKey]['entries'][$date]);
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}
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}
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$data = $this->generator->multiSet($chartData);
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@@ -24,9 +24,11 @@ namespace FireflyIII\Http\Controllers\Chart;
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use Carbon\Carbon;
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use FireflyIII\Generator\Chart\Basic\GeneratorInterface;
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use FireflyIII\Helpers\Collector\GroupCollectorInterface;
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use FireflyIII\Helpers\Report\NetWorthInterface;
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use FireflyIII\Http\Controllers\Controller;
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use FireflyIII\Models\Account;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Repositories\Account\AccountRepositoryInterface;
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use FireflyIII\Support\CacheProperties;
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use FireflyIII\Support\Http\Controllers\BasicDataSupport;
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@@ -46,6 +48,7 @@ class ReportController extends Controller
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/**
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* ReportController constructor.
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*
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* @codeCoverageIgnore
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*/
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public function __construct()
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@@ -131,8 +134,6 @@ class ReportController extends Controller
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/**
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* Shows income and expense, debit/credit: operations.
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*
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* TODO this chart is not multi-currency aware.
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*
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* @param Collection $accounts
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* @param Carbon $start
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* @param Carbon $end
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@@ -151,112 +152,84 @@ class ReportController extends Controller
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return response()->json($cache->get()); // @codeCoverageIgnore
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}
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Log::debug('Going to do operations for accounts ', $accounts->pluck('id')->toArray());
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$format = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$source = $this->getChartData($accounts, $start, $end);
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$chartData = [
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[
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'label' => (string)trans('firefly.income'),
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$format = app('navigation')->preferredCarbonFormat($start, $end);
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$titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$ids = $accounts->pluck('id')->toArray();
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// get journals for entire period:
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$data = [];
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$chartData = [];
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setRange($start, $end)->setAccounts($accounts)->withAccountInformation();
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$journals = $collector->getExtractedJournals();
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// loop. group by currency and by period.
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/** @var array $journal */
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foreach ($journals as $journal) {
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$period = $journal['date']->format($format);
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$currencyId = (int)$journal['currency_id'];
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$data[$currencyId] = $data[$currencyId] ?? [
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'currency_id' => $currencyId,
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'currency_symbol' => $journal['currency_symbol'],
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'currency_code' => $journal['currency_symbol'],
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'currency_name' => $journal['currency_name'],
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'currency_decimal_places' => $journal['currency_decimal_places'],
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];
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$data[$currencyId][$period] = $data[$currencyId][$period] ?? [
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'period' => $period,
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'spent' => '0',
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'earned' => '0',
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];
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// in our outgoing?
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$key = 'spent';
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$amount = app('steam')->positive($journal['amount']);
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if (TransactionType::DEPOSIT === $journal['transaction_type_type']
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|| (TransactionType::TRANSFER === $journal['transaction_type_type']
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&& in_array(
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$journal['destination_id'], $ids, true
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))) {
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$key = 'earned';
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}
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$data[$currencyId][$period][$key] = bcadd($data[$currencyId][$period][$key], $amount);
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}
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// loop this data, make chart bars for each currency:
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/** @var array $currency */
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foreach ($data as $currency) {
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$income = [
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'label' => (string)trans('firefly.box_earned_in_currency', ['currency' => $currency['currency_name']]),
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'type' => 'bar',
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'backgroundColor' => 'rgba(0, 141, 76, 0.5)', // green
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'currency_id' => $currency['currency_id'],
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'currency_symbol' => $currency['currency_symbol'],
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'entries' => [],
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],
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[
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'label' => (string)trans('firefly.expenses'),
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];
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$expense = [
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'label' => (string)trans('firefly.box_spent_in_currency', ['currency' => $currency['currency_name']]),
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'type' => 'bar',
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'backgroundColor' => 'rgba(219, 68, 55, 0.5)', // red
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'currency_id' => $currency['currency_id'],
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'currency_symbol' => $currency['currency_symbol'],
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'entries' => [],
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],
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];
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foreach ($source['earned'] as $date => $amount) {
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$carbon = new Carbon($date);
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$label = $carbon->formatLocalized($format);
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$earned = $chartData[0]['entries'][$label] ?? '0';
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$amount = bcmul($amount, '-1');
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$chartData[0]['entries'][$label] = bcadd($earned, $amount);
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}
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foreach ($source['spent'] as $date => $amount) {
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$carbon = new Carbon($date);
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$label = $carbon->formatLocalized($format);
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$spent = $chartData[1]['entries'][$label] ?? '0';
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$chartData[1]['entries'][$label] = bcadd($spent, $amount);
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}
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$data = $this->generator->multiSet($chartData);
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$cache->store($data);
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];
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// loop all possible periods between $start and $end
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$currentStart = clone $start;
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while ($currentStart <= $end) {
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$currentEnd = app('navigation')->endOfPeriod($currentStart, '1M');
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$key = $currentStart->format($format);
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$title = $currentStart->formatLocalized($titleFormat);
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$income['entries'][$title] = round($currency[$key]['earned'] ?? '0', $currency['currency_decimal_places']);
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$expense['entries'][$title] = round($currency[$key]['spent'] ?? '0', $currency['currency_decimal_places']);
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return response()->json($data);
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}
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$currentStart = app('navigation')->addPeriod($currentStart, '1M', 0);
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}
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/**
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* Shows sum income and expense, debit/credit: operations.
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*
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* TODO this chart is not multi-currency aware.
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*
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* @param Collection $accounts
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return \Illuminate\Http\JsonResponse
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*
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*/
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public function sum(Collection $accounts, Carbon $start, Carbon $end): JsonResponse
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{
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// chart properties for cache:
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$cache = new CacheProperties;
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$cache->addProperty('chart.report.sum');
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$cache->addProperty($start);
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$cache->addProperty($end);
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$cache->addProperty($accounts);
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if ($cache->has()) {
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return response()->json($cache->get()); // @codeCoverageIgnore
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$chartData[] = $income;
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$chartData[] = $expense;
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}
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$source = $this->getChartData($accounts, $start, $end);
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$numbers = [
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'sum_earned' => '0',
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'avg_earned' => '0',
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'count_earned' => 0,
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'sum_spent' => '0',
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'avg_spent' => '0',
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'count_spent' => 0,
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];
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foreach ($source['earned'] as $amount) {
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$amount = bcmul($amount, '-1');
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$numbers['sum_earned'] = bcadd($amount, $numbers['sum_earned']);
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++$numbers['count_earned'];
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}
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if ($numbers['count_earned'] > 0) {
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$numbers['avg_earned'] = $numbers['sum_earned'] / $numbers['count_earned'];
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}
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foreach ($source['spent'] as $amount) {
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$numbers['sum_spent'] = bcadd($amount, $numbers['sum_spent']);
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++$numbers['count_spent'];
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}
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if ($numbers['count_spent'] > 0) {
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$numbers['avg_spent'] = $numbers['sum_spent'] / $numbers['count_spent'];
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}
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$chartData = [
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[
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'label' => (string)trans('firefly.income'),
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'type' => 'bar',
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'backgroundColor' => 'rgba(0, 141, 76, 0.5)', // green
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'entries' => [
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(string)trans('firefly.sum_of_period') => $numbers['sum_earned'],
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(string)trans('firefly.average_in_period') => $numbers['avg_earned'],
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],
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],
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[
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'label' => (string)trans('firefly.expenses'),
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'type' => 'bar',
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'backgroundColor' => 'rgba(219, 68, 55, 0.5)', // red
|
||||
'entries' => [
|
||||
(string)trans('firefly.sum_of_period') => $numbers['sum_spent'],
|
||||
(string)trans('firefly.average_in_period') => $numbers['avg_spent'],
|
||||
],
|
||||
],
|
||||
];
|
||||
|
||||
$data = $this->generator->multiSet($chartData);
|
||||
$cache->store($data);
|
||||
|
||||
|
Reference in New Issue
Block a user