mirror of
https://github.com/firefly-iii/firefly-iii.git
synced 2025-10-12 15:35:15 +00:00
Fix some bugs in multi-currency reports.
This commit is contained in:
@@ -408,10 +408,11 @@ class BudgetController extends Controller
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$cache->addProperty($currency->id);
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$cache->addProperty($currency->id);
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$cache->addProperty('chart.budget.period');
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$cache->addProperty('chart.budget.period');
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if ($cache->has()) {
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if ($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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}
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$titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$chartData = [
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$preferredRange = app('navigation')->preferredRangeFormat($start, $end);
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$chartData = [
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[
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[
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'label' => (string)trans('firefly.box_spent_in_currency', ['currency' => $currency->name]),
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'label' => (string)trans('firefly.box_spent_in_currency', ['currency' => $currency->name]),
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'type' => 'bar',
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'type' => 'bar',
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@@ -430,7 +431,7 @@ class BudgetController extends Controller
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$currentStart = clone $start;
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$currentStart = clone $start;
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while ($currentStart <= $end) {
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while ($currentStart <= $end) {
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$title = $currentStart->formatLocalized($titleFormat);
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$title = $currentStart->formatLocalized($titleFormat);
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$currentEnd = app('navigation')->endOfPeriod($currentStart, '1M');
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$currentEnd = app('navigation')->endOfPeriod($currentStart, $preferredRange);
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// default limit is no limit:
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// default limit is no limit:
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$chartData[0]['entries'][$title] = 0;
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$chartData[0]['entries'][$title] = 0;
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@@ -448,7 +449,7 @@ class BudgetController extends Controller
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$amount = app('steam')->positive($sum[$currency->id]['sum'] ?? '0');
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$amount = app('steam')->positive($sum[$currency->id]['sum'] ?? '0');
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$chartData[0]['entries'][$title] = round($amount, $currency->decimal_places);
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$chartData[0]['entries'][$title] = round($amount, $currency->decimal_places);
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$currentStart = app('navigation')->addPeriod($currentStart, '1M', 0);
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$currentStart = app('navigation')->addPeriod($currentStart, $preferredRange, 0);
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}
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}
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$data = $this->generator->multiSet($chartData);
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$data = $this->generator->multiSet($chartData);
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@@ -478,20 +479,21 @@ class BudgetController extends Controller
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$cache->addProperty($currency->id);
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$cache->addProperty($currency->id);
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$cache->addProperty('chart.budget.no-budget');
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$cache->addProperty('chart.budget.no-budget');
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if ($cache->has()) {
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if ($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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}
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// the expenses:
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// the expenses:
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$titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$chartData = [];
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$chartData = [];
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$currentStart = clone $start;
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$currentStart = clone $start;
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$preferredRange = app('navigation')->preferredRangeFormat($start, $end);
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while ($currentStart <= $end) {
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while ($currentStart <= $end) {
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$currentEnd = app('navigation')->endOfPeriod($currentStart, '1M');
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$currentEnd = app('navigation')->endOfPeriod($currentStart, $preferredRange);
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$title = $currentStart->formatLocalized($titleFormat);
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$title = $currentStart->formatLocalized($titleFormat);
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$sum = $this->nbRepository->sumExpenses($currentStart, $currentEnd, $accounts, $currency);
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$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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$amount = app('steam')->positive($sum[$currency->id]['sum'] ?? '0');
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$chartData[$title] = round($amount, $currency->decimal_places);
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$chartData[$title] = round($amount, $currency->decimal_places);
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$currentStart = app('navigation')->addPeriod($currentStart, '1M', 0);
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$currentStart = app('navigation')->addPeriod($currentStart, $preferredRange, 0);
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}
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}
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$data = $this->generator->singleSet((string)trans('firefly.spent'), $chartData);
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$data = $this->generator->singleSet((string)trans('firefly.spent'), $chartData);
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@@ -315,7 +315,7 @@ class CategoryController extends Controller
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$cache->addProperty('chart.category.period.no-cat');
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$cache->addProperty('chart.category.period.no-cat');
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$cache->addProperty($accounts->pluck('id')->toArray());
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$cache->addProperty($accounts->pluck('id')->toArray());
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if ($cache->has()) {
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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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}
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/** @var NoCategoryRepositoryInterface $noCatRepository */
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/** @var NoCategoryRepositoryInterface $noCatRepository */
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@@ -154,6 +154,7 @@ class ReportController extends Controller
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Log::debug('Going to do operations for accounts ', $accounts->pluck('id')->toArray());
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Log::debug('Going to do operations for accounts ', $accounts->pluck('id')->toArray());
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$format = app('navigation')->preferredCarbonFormat($start, $end);
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$format = app('navigation')->preferredCarbonFormat($start, $end);
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$titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$titleFormat = app('navigation')->preferredCarbonLocalizedFormat($start, $end);
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$preferredRange = app('navigation')->preferredRangeFormat($start, $end);
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$ids = $accounts->pluck('id')->toArray();
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$ids = $accounts->pluck('id')->toArray();
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// get journals for entire period:
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// get journals for entire period:
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@@ -161,7 +162,8 @@ class ReportController extends Controller
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$chartData = [];
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$chartData = [];
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/** @var GroupCollectorInterface $collector */
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector = app(GroupCollectorInterface::class);
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$collector->setRange($start, $end)->setAccounts($accounts)->withAccountInformation();
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$collector->setRange($start, $end)->setAccounts($accounts)
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->withAccountInformation();
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$journals = $collector->getExtractedJournals();
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$journals = $collector->getExtractedJournals();
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// loop. group by currency and by period.
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// loop. group by currency and by period.
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@@ -187,7 +189,7 @@ class ReportController extends Controller
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if (TransactionType::DEPOSIT === $journal['transaction_type_type']
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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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|| (TransactionType::TRANSFER === $journal['transaction_type_type']
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&& in_array(
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&& in_array(
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$journal['destination_id'], $ids, true
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$journal['destination_account_id'], $ids, true
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))) {
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))) {
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$key = 'earned';
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$key = 'earned';
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}
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}
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@@ -217,13 +219,12 @@ class ReportController extends Controller
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// loop all possible periods between $start and $end
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// loop all possible periods between $start and $end
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$currentStart = clone $start;
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$currentStart = clone $start;
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while ($currentStart <= $end) {
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while ($currentStart <= $end) {
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$currentEnd = app('navigation')->endOfPeriod($currentStart, '1M');
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$currentEnd = app('navigation')->endOfPeriod($currentStart, $preferredRange);
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$key = $currentStart->format($format);
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$key = $currentStart->format($format);
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$title = $currentStart->formatLocalized($titleFormat);
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$title = $currentStart->formatLocalized($titleFormat);
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$income['entries'][$title] = round($currency[$key]['earned'] ?? '0', $currency['currency_decimal_places']);
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$income['entries'][$title] = round($currency[$key]['earned'] ?? '0', $currency['currency_decimal_places']);
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$expense['entries'][$title] = round($currency[$key]['spent'] ?? '0', $currency['currency_decimal_places']);
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$expense['entries'][$title] = round($currency[$key]['spent'] ?? '0', $currency['currency_decimal_places']);
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$currentStart = app('navigation')->addPeriod($currentStart, $preferredRange, 0);
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$currentStart = app('navigation')->addPeriod($currentStart, '1M', 0);
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}
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}
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$chartData[] = $income;
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$chartData[] = $income;
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@@ -94,7 +94,7 @@ class BudgetController extends Controller
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$cache->addProperty('budget-period-report');
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$cache->addProperty('budget-period-report');
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$cache->addProperty($accounts->pluck('id')->toArray());
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$cache->addProperty($accounts->pluck('id')->toArray());
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if ($cache->has()) {
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if ($cache->has()) {
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return $cache->get(); // @codeCoverageIgnore
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// return $cache->get(); // @codeCoverageIgnore
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}
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}
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// generate budget report right here.
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// generate budget report right here.
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@@ -102,30 +102,41 @@ class BudgetController extends Controller
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$repository = app(BudgetRepositoryInterface::class);
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$repository = app(BudgetRepositoryInterface::class);
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/** @var OperationsRepositoryInterface $opsRepository */
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/** @var OperationsRepositoryInterface $opsRepository */
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$opsRepository= app(OperationsRepositoryInterface::class);
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$opsRepository = app(OperationsRepositoryInterface::class);
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/** @var NoBudgetRepositoryInterface $nbRepository */
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/** @var NoBudgetRepositoryInterface $nbRepository */
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$nbRepository = app(NoBudgetRepositoryInterface::class);
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$nbRepository = app(NoBudgetRepositoryInterface::class);
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$budgets = $repository->getBudgets();
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$budgets = $repository->getBudgets();
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$data = $opsRepository->getBudgetPeriodReport($budgets, $accounts, $start, $end);
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$periods = app('navigation')->listOfPeriods($start, $end);
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$noBudget = $nbRepository->getNoBudgetPeriodReport($accounts, $start, $end); // append report data for "no budget"
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$keyFormat = app('navigation')->preferredCarbonFormat($start, $end);
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$data = array_merge($data, $noBudget);
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$report = $this->filterPeriodReport($data);
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// depending on the carbon format (a reliable way to determine the general date difference)
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// list expenses for budgets in account(s)
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// change the "listOfPeriods" call so the entire period gets included correctly.
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$expenses = $opsRepository->listExpenses($start, $end, $accounts);
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$range = app('navigation')->preferredCarbonFormat($start, $end);
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$report = [];
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foreach ($expenses as $currency) {
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if ('Y' === $range) {
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foreach ($currency['budgets'] as $budget) {
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$start->startOfYear();
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foreach ($budget['transaction_journals'] as $journal) {
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$key = sprintf('%d-%d', $budget['id'], $currency['currency_id']);
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$dateKey = $journal['date']->format($keyFormat);
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$report[$key] = $report[$key] ?? [
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'id' => $budget['id'],
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'name' => sprintf('%s (%s)', $budget['name'], $currency['currency_name']),
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'sum' => '0',
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'currency_id' => $currency['currency_id'],
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'currency_name' => $currency['currency_name'],
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'currency_symbol' => $currency['currency_symbol'],
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'currency_code' => $currency['currency_code'],
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'currency_decimal_places' => $currency['currency_decimal_places'],
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'entries' => [],
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];
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$report[$key] ['entries'][$dateKey] = $report[$key] ['entries'][$dateKey] ?? '0';
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$report[$key] ['entries'][$dateKey] = bcadd($journal['amount'], $report[$key] ['entries'][$dateKey]);
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$report[$key] ['sum'] = bcadd($report[$key] ['sum'], $journal['amount']);
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}
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}
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}
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}
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if ('Y-m' === $range) {
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$start->startOfMonth();
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}
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$periods = app('navigation')->listOfPeriods($start, $end);
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try {
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try {
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$result = view('reports.partials.budget-period', compact('report', 'periods'))->render();
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$result = view('reports.partials.budget-period', compact('report', 'periods'))->render();
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// @codeCoverageIgnoreStart
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// @codeCoverageIgnoreStart
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@@ -58,7 +58,7 @@ class CategoryController extends Controller
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$cache->addProperty('category-period-expenses-report');
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$cache->addProperty('category-period-expenses-report');
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$cache->addProperty($accounts->pluck('id')->toArray());
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$cache->addProperty($accounts->pluck('id')->toArray());
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if ($cache->has()) {
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if ($cache->has()) {
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//return $cache->get(); // @codeCoverageIgnore
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return $cache->get(); // @codeCoverageIgnore
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}
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}
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/** @var CategoryRepositoryInterface $repository */
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/** @var CategoryRepositoryInterface $repository */
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$repository = app(CategoryRepositoryInterface::class);
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$repository = app(CategoryRepositoryInterface::class);
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@@ -165,7 +165,7 @@ class CategoryController extends Controller
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$cache->addProperty('category-period-income-report');
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$cache->addProperty('category-period-income-report');
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$cache->addProperty($accounts->pluck('id')->toArray());
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$cache->addProperty($accounts->pluck('id')->toArray());
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if ($cache->has()) {
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if ($cache->has()) {
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// return $cache->get(); // @codeCoverageIgnore
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return $cache->get(); // @codeCoverageIgnore
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}
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}
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/** @var OperationsRepositoryInterface $opsRepository */
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/** @var OperationsRepositoryInterface $opsRepository */
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@@ -271,7 +271,7 @@ class CategoryController extends Controller
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$cache->addProperty('category-report');
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$cache->addProperty('category-report');
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$cache->addProperty($accounts->pluck('id')->toArray());
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$cache->addProperty($accounts->pluck('id')->toArray());
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if ($cache->has()) {
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if ($cache->has()) {
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// return $cache->get(); // @codeCoverageIgnore
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return $cache->get(); // @codeCoverageIgnore
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}
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}
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/** @var CategoryRepositoryInterface $repository */
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/** @var CategoryRepositoryInterface $repository */
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@@ -185,6 +185,78 @@ class OperationsRepository implements OperationsRepositoryInterface
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return $data;
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return $data;
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}
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}
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/**
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* This method returns a list of all the withdrawal transaction journals (as arrays) set in that period
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* which have the specified budget set to them. It's grouped per currency, with as few details in the array
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* as possible. Amounts are always negative.
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*
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* @param Carbon $start
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* @param Carbon $end
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* @param Collection|null $accounts
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* @param Collection|null $budgets
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*
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* @return array
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*/
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public function listExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $budgets = null): array
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{
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/** @var GroupCollectorInterface $collector */
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$collector = app(GroupCollectorInterface::class);
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$collector->setUser($this->user)->setRange($start, $end)->setTypes([TransactionType::WITHDRAWAL]);
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if (null !== $accounts && $accounts->count() > 0) {
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$collector->setAccounts($accounts);
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}
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if (null !== $budgets && $budgets->count() > 0) {
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$collector->setBudgets($budgets);
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}
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if (null === $budgets || (null !== $budgets && 0 === $budgets->count())) {
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$collector->setBudgets($this->getBudgets());
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}
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$collector->withBudgetInformation();
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$journals = $collector->getExtractedJournals();
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$array = [];
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foreach ($journals as $journal) {
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$currencyId = (int)$journal['currency_id'];
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$budgetId = (int)$journal['budget_id'];
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$budgetName = (string)$journal['budget_name'];
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// catch "no category" entries.
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if (0 === $budgetId) {
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$budgetName = (string)trans('firefly.no_budget');
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}
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// info about the currency:
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$array[$currencyId] = $array[$currencyId] ?? [
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'budgets' => [],
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'currency_id' => $currencyId,
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'currency_name' => $journal['currency_name'],
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'currency_symbol' => $journal['currency_symbol'],
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'currency_code' => $journal['currency_code'],
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'currency_decimal_places' => $journal['currency_decimal_places'],
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];
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// info about the categories:
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$array[$currencyId]['budgets'][$budgetId] = $array[$currencyId]['budgets'][$budgetId] ?? [
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'id' => $budgetId,
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'name' => $budgetName,
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'transaction_journals' => [],
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];
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// add journal to array:
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// only a subset of the fields.
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$journalId = (int)$journal['transaction_journal_id'];
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$array[$currencyId]['budgets'][$budgetId]['transaction_journals'][$journalId] = [
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'amount' => app('steam')->negative($journal['amount']),
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'date' => $journal['date'],
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];
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}
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return $array;
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}
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|
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/**
|
/**
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* @param User $user
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* @param User $user
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*/
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*/
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@@ -217,6 +289,8 @@ class OperationsRepository implements OperationsRepositoryInterface
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return $collector->getSum();
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return $collector->getSum();
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}
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}
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/** @noinspection MoreThanThreeArgumentsInspection */
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||||||
|
|
||||||
/**
|
/**
|
||||||
* @param Collection $budgets
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* @param Collection $budgets
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||||||
* @param Collection $accounts
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* @param Collection $accounts
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||||||
@@ -278,7 +352,6 @@ class OperationsRepository implements OperationsRepositoryInterface
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|||||||
return $return;
|
return $return;
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}
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}
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|
|
||||||
/** @noinspection MoreThanThreeArgumentsInspection */
|
|
||||||
/**
|
/**
|
||||||
* @param Carbon $start
|
* @param Carbon $start
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||||||
* @param Carbon $end
|
* @param Carbon $end
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||||||
|
@@ -109,4 +109,18 @@ interface OperationsRepositoryInterface
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|||||||
public function sumExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $budgets = null, ?TransactionCurrency $currency = null
|
public function sumExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $budgets = null, ?TransactionCurrency $currency = null
|
||||||
): array;
|
): array;
|
||||||
|
|
||||||
|
/**
|
||||||
|
* This method returns a list of all the withdrawal transaction journals (as arrays) set in that period
|
||||||
|
* which have the specified budget set to them. It's grouped per currency, with as few details in the array
|
||||||
|
* as possible. Amounts are always negative.
|
||||||
|
*
|
||||||
|
* @param Carbon $start
|
||||||
|
* @param Carbon $end
|
||||||
|
* @param Collection|null $accounts
|
||||||
|
* @param Collection|null $budgets
|
||||||
|
*
|
||||||
|
* @return array
|
||||||
|
*/
|
||||||
|
public function listExpenses(Carbon $start, Carbon $end, ?Collection $accounts = null, ?Collection $budgets = null): array;
|
||||||
|
|
||||||
}
|
}
|
Reference in New Issue
Block a user