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🤖 Auto commit for release 'develop' on 2025-08-03

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JC5
2025-08-03 16:45:49 +02:00
parent 56f1eb03e0
commit c07c30ea17
19 changed files with 402 additions and 390 deletions
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2
app/Support/Amount.php
View File

@@ -142,7 +142,7 @@ class Amount
$cache->addProperty('getPrimaryCurrencyByGroup');
$cache->addProperty($userGroup->id);
if ($cache->has()) {
return $cache->get();
return $cache->get();
}
/** @var null|TransactionCurrency $primary */

73
app/Support/JsonApi/Enrichments/AccountEnrichment.php
View File

@@ -86,7 +86,7 @@ class AccountEnrichment implements EnrichmentInterface
}
#[Override]
public function enrichSingle(array | Model $model): Account | array
public function enrichSingle(array|Model $model): Account|array
{
Log::debug(__METHOD__);
$collection = new Collection([$model]);
@@ -141,9 +141,10 @@ class AccountEnrichment implements EnrichmentInterface
private function collectMetaData(): void
{
$set = AccountMeta::whereIn('name', ['is_multi_currency', 'include_net_worth', 'currency_id', 'account_role', 'account_number', 'BIC', 'liability_direction', 'interest', 'interest_period', 'current_debt'])
->whereIn('account_id', $this->accountIds)
->get(['account_meta.id', 'account_meta.account_id', 'account_meta.name', 'account_meta.data'])->toArray();
$set = AccountMeta::whereIn('name', ['is_multi_currency', 'include_net_worth', 'currency_id', 'account_role', 'account_number', 'BIC', 'liability_direction', 'interest', 'interest_period', 'current_debt'])
->whereIn('account_id', $this->accountIds)
->get(['account_meta.id', 'account_meta.account_id', 'account_meta.name', 'account_meta.data'])->toArray()
;
/** @var array $entry */
foreach ($set as $entry) {
@@ -152,7 +153,7 @@ class AccountEnrichment implements EnrichmentInterface
$this->currencies[(int) $entry['data']] = true;
}
}
$currencies = TransactionCurrency::whereIn('id', array_keys($this->currencies))->get();
$currencies = TransactionCurrency::whereIn('id', array_keys($this->currencies))->get();
foreach ($currencies as $currency) {
$this->currencies[(int) $currency->id] = $currency;
}
@@ -167,9 +168,10 @@ class AccountEnrichment implements EnrichmentInterface
private function collectNotes(): void
{
$notes = Note::query()->whereIn('noteable_id', $this->accountIds)
->whereNotNull('notes.text')
->where('notes.text', '!=', '')
->where('noteable_type', Account::class)->get(['notes.noteable_id', 'notes.text'])->toArray();
->whereNotNull('notes.text')
->where('notes.text', '!=', '')
->where('noteable_type', Account::class)->get(['notes.noteable_id', 'notes.text'])->toArray()
;
foreach ($notes as $note) {
$this->notes[(int) $note['noteable_id']] = (string) $note['text'];
}
@@ -179,14 +181,15 @@ class AccountEnrichment implements EnrichmentInterface
private function collectLocations(): void
{
$locations = Location::query()->whereIn('locatable_id', $this->accountIds)
->where('locatable_type', Account::class)->get(['locations.locatable_id', 'locations.latitude', 'locations.longitude', 'locations.zoom_level'])->toArray();
->where('locatable_type', Account::class)->get(['locations.locatable_id', 'locations.latitude', 'locations.longitude', 'locations.zoom_level'])->toArray()
;
foreach ($locations as $location) {
$this->locations[(int) $location['locatable_id']]
= [
'latitude' => (float) $location['latitude'],
'longitude' => (float) $location['longitude'],
'zoom_level' => (int) $location['zoom_level'],
];
'latitude' => (float) $location['latitude'],
'longitude' => (float) $location['longitude'],
'zoom_level' => (int) $location['zoom_level'],
];
}
Log::debug(sprintf('Enrich with %d locations(s)', count($this->locations)));
}
@@ -201,19 +204,20 @@ class AccountEnrichment implements EnrichmentInterface
->setUserGroup($this->userGroup)
->setAccounts($this->collection)
->withAccountInformation()
->setTypes([TransactionTypeEnum::OPENING_BALANCE->value]);
$journals = $collector->getExtractedJournals();
->setTypes([TransactionTypeEnum::OPENING_BALANCE->value])
;
$journals = $collector->getExtractedJournals();
foreach ($journals as $journal) {
$this->openingBalances[(int) $journal['source_account_id']]
= [
'amount' => Steam::negative($journal['amount']),
'date' => $journal['date'],
];
'amount' => Steam::negative($journal['amount']),
'date' => $journal['date'],
];
$this->openingBalances[(int) $journal['destination_account_id']]
= [
'amount' => Steam::positive($journal['amount']),
'date' => $journal['date'],
];
'amount' => Steam::positive($journal['amount']),
'date' => $journal['date'],
];
}
}
@@ -268,27 +272,27 @@ class AccountEnrichment implements EnrichmentInterface
// add balances
// get currencies:
$currency = $this->primaryCurrency; // assume primary currency
$currency = $this->primaryCurrency; // assume primary currency
if (null !== $accountMeta['currency']) {
$currency = $accountMeta['currency'];
}
// get the current balance:
$date = $this->getDate();
$finalBalance = Steam::finalAccountBalance($item, $date, $this->primaryCurrency, $this->convertToPrimary);
$date = $this->getDate();
$finalBalance = Steam::finalAccountBalance($item, $date, $this->primaryCurrency, $this->convertToPrimary);
Log::debug(sprintf('Call finalAccountBalance(%s) with date/time "%s"', var_export($this->convertToPrimary, true), $date->toIso8601String()), $finalBalance);
// collect current balances:
$currentBalance = Steam::bcround($finalBalance[$currency->code] ?? '0', $currency->decimal_places);
$openingBalance = Steam::bcround($accountMeta['opening_balance_amount'] ?? '0', $currency->decimal_places);
$virtualBalance = Steam::bcround($account->virtual_balance ?? '0', $currency->decimal_places);
$debtAmount = $accountMeta['current_debt'] ?? null;
$currentBalance = Steam::bcround($finalBalance[$currency->code] ?? '0', $currency->decimal_places);
$openingBalance = Steam::bcround($accountMeta['opening_balance_amount'] ?? '0', $currency->decimal_places);
$virtualBalance = Steam::bcround($account->virtual_balance ?? '0', $currency->decimal_places);
$debtAmount = $accountMeta['current_debt'] ?? null;
// set some pc_ default values to NULL:
$pcCurrentBalance = null;
$pcOpeningBalance = null;
$pcVirtualBalance = null;
$pcDebtAmount = null;
$pcCurrentBalance = null;
$pcOpeningBalance = null;
$pcVirtualBalance = null;
$pcDebtAmount = null;
// convert to primary currency if needed:
if ($this->convertToPrimary && $currency->id !== $this->primaryCurrency->id) {
@@ -331,7 +335,7 @@ class AccountEnrichment implements EnrichmentInterface
if (array_key_exists($item->id, $lastActivities)) {
$accountMeta['last_activity'] = $lastActivities[$item->id];
}
$item->meta = $accountMeta;
$item->meta = $accountMeta;
return $item;
});
@@ -354,8 +358,7 @@ class AccountEnrichment implements EnrichmentInterface
if (null === $this->date) {
return today();
}
return $this->date;
}
}

27
app/Support/JsonApi/Enrichments/AvailableBudgetEnrichment.php
View File

@@ -1,4 +1,5 @@
<?php
/*
* AvailableBudgetEnrichment.php
* Copyright (c) 2025 james@firefly-iii.org.
@@ -35,6 +36,7 @@ use FireflyIII\User;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\Log;
use Override;
class AvailableBudgetEnrichment implements EnrichmentInterface
{
@@ -53,8 +55,8 @@ class AvailableBudgetEnrichment implements EnrichmentInterface
private readonly BudgetRepositoryInterface $repository;
private ?Carbon $start = null;
private ?Carbon $end = null;
private ?Carbon $start = null;
private ?Carbon $end = null;
public function __construct()
{
@@ -65,7 +67,8 @@ class AvailableBudgetEnrichment implements EnrichmentInterface
$this->repository = app(BudgetRepositoryInterface::class);
}
#[\Override] public function enrich(Collection $collection): Collection
#[Override]
public function enrich(Collection $collection): Collection
{
$this->collection = $collection;
$this->collectIds();
@@ -75,7 +78,8 @@ class AvailableBudgetEnrichment implements EnrichmentInterface
return $this->collection;
}
#[\Override] public function enrichSingle(Model | array $model): array | Model
#[Override]
public function enrichSingle(array|Model $model): array|Model
{
Log::debug(__METHOD__);
$collection = new Collection([$model]);
@@ -84,13 +88,15 @@ class AvailableBudgetEnrichment implements EnrichmentInterface
return $collection->first();
}
#[\Override] public function setUser(User $user): void
#[Override]
public function setUser(User $user): void
{
$this->user = $user;
$this->setUserGroup($user->userGroup);
}
#[\Override] public function setUserGroup(UserGroup $userGroup): void
#[Override]
public function setUserGroup(UserGroup $userGroup): void
{
$this->userGroup = $userGroup;
$this->noBudgetRepository->setUserGroup($userGroup);
@@ -115,9 +121,9 @@ class AvailableBudgetEnrichment implements EnrichmentInterface
$spentInBudgets = $this->opsRepository->collectExpenses($start, $end, null, $allActive, null);
$spentOutsideBudgets = $this->noBudgetRepository->collectExpenses($start, $end, null, null, null);
foreach ($this->collection as $availableBudget) {
$id = (int) $availableBudget->id;
$filteredSpentInBudgets = $this->opsRepository->sumCollectedExpenses($spentInBudgets, $availableBudget->start_date, $availableBudget->end_date, $availableBudget->transactionCurrency, false);
$filteredSpentOutsideBudgets = $this->opsRepository->sumCollectedExpenses($spentOutsideBudgets, $availableBudget->start_date, $availableBudget->end_date, $availableBudget->transactionCurrency, false);
$id = (int) $availableBudget->id;
$filteredSpentInBudgets = $this->opsRepository->sumCollectedExpenses($spentInBudgets, $availableBudget->start_date, $availableBudget->end_date, $availableBudget->transactionCurrency, false);
$filteredSpentOutsideBudgets = $this->opsRepository->sumCollectedExpenses($spentOutsideBudgets, $availableBudget->start_date, $availableBudget->end_date, $availableBudget->transactionCurrency, false);
$this->spentInBudgets[$id] = array_values($filteredSpentInBudgets);
$this->spentOutsideBudgets[$id] = array_values($filteredSpentOutsideBudgets);
@@ -153,9 +159,8 @@ class AvailableBudgetEnrichment implements EnrichmentInterface
'pc_spent_outside_budgets' => $pcSpentOutsideBudgets[$id] ?? [],
];
$item->meta = $meta;
return $item;
});
}
}

115
app/Support/JsonApi/Enrichments/SubscriptionEnrichment.php
View File

@@ -61,11 +61,11 @@ class SubscriptionEnrichment implements EnrichmentInterface
$paidDates = $this->paidDates;
$payDates = $this->payDates;
$this->collection = $this->collection->map(function (Bill $item) use ($notes, $objectGroups, $paidDates, $payDates) {
$id = (int) $item->id;
$currency = $item->transactionCurrency;
$nem = $this->getNextExpectedMatch($payDates[$id] ?? []);
$id = (int) $item->id;
$currency = $item->transactionCurrency;
$nem = $this->getNextExpectedMatch($payDates[$id] ?? []);
$meta = [
$meta = [
'notes' => null,
'object_group_id' => null,
'object_group_title' => null,
@@ -76,7 +76,7 @@ class SubscriptionEnrichment implements EnrichmentInterface
'nem' => $nem,
'nem_diff' => $this->getNextExpectedMatchDiff($nem, $payDates[$id] ?? []),
];
$amounts = [
$amounts = [
'amount_min' => Steam::bcround($item->amount_min, $currency->decimal_places),
'amount_max' => Steam::bcround($item->amount_max, $currency->decimal_places),
'average' => Steam::bcround(bcdiv(bcadd($item->amount_min, $item->amount_max), '2'), $currency->decimal_places),
@@ -117,7 +117,7 @@ class SubscriptionEnrichment implements EnrichmentInterface
return $collection;
}
public function enrichSingle(array | Model $model): array | Model
public function enrichSingle(array|Model $model): array|Model
{
Log::debug(__METHOD__);
$collection = new Collection([$model]);
@@ -129,9 +129,10 @@ class SubscriptionEnrichment implements EnrichmentInterface
private function collectNotes(): void
{
$notes = Note::query()->whereIn('noteable_id', $this->subscriptionIds)
->whereNotNull('notes.text')
->where('notes.text', '!=', '')
->where('noteable_type', Bill::class)->get(['notes.noteable_id', 'notes.text'])->toArray();
->whereNotNull('notes.text')
->where('notes.text', '!=', '')
->where('noteable_type', Bill::class)->get(['notes.noteable_id', 'notes.text'])->toArray()
;
foreach ($notes as $note) {
$this->notes[(int) $note['noteable_id']] = (string) $note['text'];
}
@@ -160,12 +161,13 @@ class SubscriptionEnrichment implements EnrichmentInterface
private function collectObjectGroups(): void
{
$set = DB::table('object_groupables')
->whereIn('object_groupable_id', $this->subscriptionIds)
->where('object_groupable_type', Bill::class)
->get(['object_groupable_id', 'object_group_id']);
$set = DB::table('object_groupables')
->whereIn('object_groupable_id', $this->subscriptionIds)
->where('object_groupable_type', Bill::class)
->get(['object_groupable_id', 'object_group_id'])
;
$ids = array_unique($set->pluck('object_group_id')->toArray());
$ids = array_unique($set->pluck('object_group_id')->toArray());
foreach ($set as $entry) {
$this->mappedObjects[(int) $entry->object_groupable_id] = (int) $entry->object_group_id;
@@ -193,13 +195,13 @@ class SubscriptionEnrichment implements EnrichmentInterface
// 2023-07-18 this particular date is used to search for the last paid date.
// 2023-07-18 the cloned $searchDate is used to grab the correct transactions.
/** @var Carbon $start */
$start = clone $this->start;
$searchStart = clone $start;
$start = clone $this->start;
$searchStart = clone $start;
$start->subDay();
/** @var Carbon $end */
$end = clone $this->end;
$searchEnd = clone $end;
$end = clone $this->end;
$searchEnd = clone $end;
// move the search dates to the start of the day.
$searchStart->startOfDay();
@@ -208,13 +210,13 @@ class SubscriptionEnrichment implements EnrichmentInterface
Log::debug(sprintf('Search parameters are: start: %s, end: %s', $searchStart->format('Y-m-d H:i:s'), $searchEnd->format('Y-m-d H:i:s')));
// Get from database when bills were paid.
$set = $this->user->transactionJournals()
->whereIn('bill_id', $this->subscriptionIds)
->leftJoin('transactions', 'transactions.transaction_journal_id', '=', 'transaction_journals.id')
->leftJoin('transaction_currencies AS currency', 'currency.id', '=', 'transactions.transaction_currency_id')
->leftJoin('transaction_currencies AS foreign_currency', 'foreign_currency.id', '=', 'transactions.foreign_currency_id')
->where('transactions.amount', '>', 0)
->before($searchEnd)->after($searchStart)->get(
$set = $this->user->transactionJournals()
->whereIn('bill_id', $this->subscriptionIds)
->leftJoin('transactions', 'transactions.transaction_journal_id', '=', 'transaction_journals.id')
->leftJoin('transaction_currencies AS currency', 'currency.id', '=', 'transactions.transaction_currency_id')
->leftJoin('transaction_currencies AS foreign_currency', 'foreign_currency.id', '=', 'transactions.foreign_currency_id')
->where('transactions.amount', '>', 0)
->before($searchEnd)->after($searchStart)->get(
[
'transaction_journals.id',
'transaction_journals.date',
@@ -231,43 +233,44 @@ class SubscriptionEnrichment implements EnrichmentInterface
'transactions.amount',
'transactions.foreign_amount',
]
);
)
;
Log::debug(sprintf('Count %d entries in set', $set->count()));
// for each bill, do a loop.
$converter = new ExchangeRateConverter();
$converter = new ExchangeRateConverter();
/** @var Bill $subscription */
foreach ($this->collection as $subscription) {
// Grab from array the most recent payment. If none exist, fall back to the start date and pretend *that* was the last paid date.
Log::debug(sprintf('Grab last paid date from function, return %s if it comes up with nothing.', $start->format('Y-m-d')));
$lastPaidDate = $this->lastPaidDate($subscription, $set, $start);
$lastPaidDate = $this->lastPaidDate($subscription, $set, $start);
Log::debug(sprintf('Result of lastPaidDate is %s', $lastPaidDate->format('Y-m-d')));
// At this point the "next match" is exactly after the last time the bill was paid.
$result = [];
$filtered = $set->filter(function (TransactionJournal $journal) use ($subscription) {
$result = [];
$filtered = $set->filter(function (TransactionJournal $journal) use ($subscription) {
return (int) $journal->bill_id === (int) $subscription->id;
});
foreach ($filtered as $entry) {
$array = [
'transaction_group_id' => (string) $entry->transaction_group_id,
'transaction_journal_id' => (string) $entry->id,
'date' => $entry->date->toAtomString(),
'date_object' => $entry->date,
$array = [
'transaction_group_id' => (string) $entry->transaction_group_id,
'transaction_journal_id' => (string) $entry->id,
'date' => $entry->date->toAtomString(),
'date_object' => $entry->date,
'subscription_id' => (string) $entry->bill_id,
'currency_id' => (string) $entry->transaction_currency_id,
'currency_code' => $entry->transaction_currency_code,
'currency_symbol' => $entry->transaction_currency_symbol,
'currency_decimal_places' => $entry->transaction_currency_decimal_places,
'primary_currency_id' => (string) $this->primaryCurrency->id,
'primary_currency_code' => $this->primaryCurrency->code,
'primary_currency_symbol' => $this->primaryCurrency->symbol,
'primary_currency_decimal_places' => $this->primaryCurrency->decimal_places,
'amount' => Steam::bcround($entry->amount, $entry->transaction_currency_decimal_places),
'pc_amount' => null,
'foreign_amount' => null,
'pc_foreign_amount' => null,
'currency_id' => (string) $entry->transaction_currency_id,
'currency_code' => $entry->transaction_currency_code,
'currency_symbol' => $entry->transaction_currency_symbol,
'currency_decimal_places' => $entry->transaction_currency_decimal_places,
'primary_currency_id' => (string) $this->primaryCurrency->id,
'primary_currency_code' => $this->primaryCurrency->code,
'primary_currency_symbol' => $this->primaryCurrency->symbol,
'primary_currency_decimal_places' => $this->primaryCurrency->decimal_places,
'amount' => Steam::bcround($entry->amount, $entry->transaction_currency_decimal_places),
'pc_amount' => null,
'foreign_amount' => null,
'pc_foreign_amount' => null,
];
if (null !== $entry->foreign_amount && null !== $entry->foreign_currency_code) {
@@ -292,7 +295,7 @@ class SubscriptionEnrichment implements EnrichmentInterface
// convert to primary, but foreign is NOT already primary.
if ($this->convertToPrimary && null !== $entry->foreign_currency_id && (int) $entry->foreign_currency_id !== $this->primaryCurrency->id) {
// TODO this is very database intensive.
$foreignCurrency = TransactionCurrency::find($entry->foreign_currency_id);
$foreignCurrency = TransactionCurrency::find($entry->foreign_currency_id);
$array['pc_foreign_amount'] = $converter->convert($foreignCurrency, $this->primaryCurrency, $entry->date, $entry->amount);
}
$result[] = $array;
@@ -325,7 +328,7 @@ class SubscriptionEnrichment implements EnrichmentInterface
return $default;
}
$latest = $filtered->first()->date;
$latest = $filtered->first()->date;
/** @var TransactionJournal $journal */
foreach ($filtered as $journal) {
@@ -371,12 +374,12 @@ class SubscriptionEnrichment implements EnrichmentInterface
/** @var Bill $subscription */
foreach ($this->collection as $subscription) {
$id = (int) $subscription->id;
$lastPaidDate = $this->getLastPaidDate($paidDates[$id] ?? []);
$payDates = $this->calculator->getPayDates($this->start, $this->end, $subscription->date, $subscription->repeat_freq, $subscription->skip, $lastPaidDate);
$payDatesFormatted = [];
$id = (int) $subscription->id;
$lastPaidDate = $this->getLastPaidDate($paidDates[$id] ?? []);
$payDates = $this->calculator->getPayDates($this->start, $this->end, $subscription->date, $subscription->repeat_freq, $subscription->skip, $lastPaidDate);
$payDatesFormatted = [];
foreach ($payDates as $string) {
$date = Carbon::createFromFormat('!Y-m-d', $string, config('app.timezone'));
$date = Carbon::createFromFormat('!Y-m-d', $string, config('app.timezone'));
if (!$date instanceof Carbon) {
$date = today(config('app.timezone'));
}
@@ -406,7 +409,7 @@ class SubscriptionEnrichment implements EnrichmentInterface
if (!$nemDate instanceof Carbon) {
$nemDate = today(config('app.timezone'));
}
$nem = $nemDate;
$nem = $nemDate;
// nullify again when it's outside the current view range.
if (
@@ -435,7 +438,7 @@ class SubscriptionEnrichment implements EnrichmentInterface
$current = $payDates[0] ?? null;
if (null !== $current && !$nem->isToday()) {
$temp2 = Carbon::parse($current, config('app.timezone'));
$temp2 = Carbon::parse($current, config('app.timezone'));
if (!$temp2 instanceof Carbon) {
$temp2 = today(config('app.timezone'));
}