Enable period statistics for category.

This commit is contained in:
James Cole
2025-09-27 05:31:26 +02:00
parent d61f87f649
commit c54da62005
4 changed files with 158 additions and 17 deletions

View File

@@ -109,4 +109,9 @@ class Category extends Model
'user_group_id' => 'integer',
];
}
public function primaryPeriodStatistics(): MorphMany
{
return $this->morphMany(PeriodStatistic::class, 'primary_statable');
}
}

View File

@@ -358,4 +358,43 @@ class CategoryRepository implements CategoryRepositoryInterface, UserGroupInterf
return $service->update($category, $data);
}
public function periodCollection(Category $category, Carbon $start, Carbon $end): array
{
Log::debug(sprintf('periodCollection(#%d, %s, %s)', $category->id, $start->format('Y-m-d'), $end->format('Y-m-d')));
return $category->transactionJournals()
->leftJoin('transactions','transactions.transaction_journal_id', '=', 'transaction_journals.id')
->leftJoin('transaction_types', 'transaction_types.id', '=', 'transaction_journals.transaction_type_id')
->leftJoin('transaction_currencies', 'transaction_currencies.id', '=', 'transactions.transaction_currency_id')
->leftJoin('transaction_currencies as foreign_currencies', 'foreign_currencies.id', '=', 'transactions.foreign_currency_id')
->where('transaction_journals.date', '>=', $start)
->where('transaction_journals.date', '<=', $end)
->where('transactions.amount', '>', 0)
->get([
// currencies
'transaction_currencies.id as currency_id',
'transaction_currencies.code as currency_code',
'transaction_currencies.name as currency_name',
'transaction_currencies.symbol as currency_symbol',
'transaction_currencies.decimal_places as currency_decimal_places',
// foreign
'foreign_currencies.id as foreign_currency_id',
'foreign_currencies.code as foreign_currency_code',
'foreign_currencies.name as foreign_currency_name',
'foreign_currencies.symbol as foreign_currency_symbol',
'foreign_currencies.decimal_places as foreign_currency_decimal_places',
// fields
'transaction_journals.date',
'transaction_types.type',
'transaction_journals.transaction_currency_id',
'transactions.amount',
'transactions.native_amount as pc_amount',
'transactions.foreign_amount',
])
->toArray()
;
}
}

View File

@@ -48,6 +48,8 @@ interface CategoryRepositoryInterface
public function categoryStartsWith(string $query, int $limit): Collection;
public function periodCollection(Category $category, Carbon $start, Carbon $end): array;
public function destroy(Category $category): bool;
/**

View File

@@ -27,17 +27,20 @@ namespace FireflyIII\Support\Http\Controllers;
use Carbon\Carbon;
use FireflyIII\Enums\TransactionTypeEnum;
use FireflyIII\Exceptions\FireflyException;
use FireflyIII\Generator\Report\Category\YearReportGenerator;
use FireflyIII\Helpers\Collector\GroupCollectorInterface;
use FireflyIII\Models\Account;
use FireflyIII\Models\Category;
use FireflyIII\Models\PeriodStatistic;
use FireflyIII\Models\Tag;
use FireflyIII\Repositories\Account\AccountRepositoryInterface;
use FireflyIII\Repositories\Category\CategoryRepositoryInterface;
use FireflyIII\Repositories\Journal\JournalRepositoryInterface;
use FireflyIII\Repositories\PeriodStatistic\PeriodStatisticRepositoryInterface;
use FireflyIII\Support\CacheProperties;
use FireflyIII\Support\Facades\Amount;
use FireflyIII\Support\Facades\Navigation;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\Log;
@@ -71,6 +74,7 @@ use Illuminate\Support\Facades\Log;
trait PeriodOverview
{
protected AccountRepositoryInterface $accountRepository;
protected CategoryRepositoryInterface $categoryRepository;
protected JournalRepositoryInterface $journalRepos;
protected PeriodStatisticRepositoryInterface $periodStatisticRepo;
private Collection $statistics; // temp data holder
@@ -87,6 +91,7 @@ trait PeriodOverview
{
Log::debug(sprintf('Now in getAccountPeriodOverview(#%d, %s %s)', $account->id, $start->format('Y-m-d H:i:s.u'), $end->format('Y-m-d H:i:s.u')));
$this->accountRepository = app(AccountRepositoryInterface::class);
$this->accountRepository->setUser($account->user);
$this->periodStatisticRepo = app(PeriodStatisticRepositoryInterface::class);
$range = Navigation::getViewRange(true);
[$start, $end] = $end < $start ? [$end, $start] : [$start, $end];
@@ -138,24 +143,27 @@ trait PeriodOverview
*/
protected function getCategoryPeriodOverview(Category $category, Carbon $start, Carbon $end): array
{
$this->categoryRepository = app(CategoryRepositoryInterface::class);
$this->categoryRepository->setUser($category->user);
$this->periodStatisticRepo = app(PeriodStatisticRepositoryInterface::class);
$range = Navigation::getViewRange(true);
[$start, $end] = $end < $start ? [$end, $start] : [$start, $end];
// properties for entries with their amounts.
$cache = new CacheProperties();
$cache->addProperty($start);
$cache->addProperty($end);
$cache->addProperty($range);
$cache->addProperty('category-show-period-entries');
$cache->addProperty($category->id);
if ($cache->has()) {
return $cache->get();
}
/** @var array $dates */
$dates = Navigation::blockPeriods($start, $end, $range);
$entries = [];
[$start, $end] = $this->getPeriodFromBlocks($dates, $start, $end);
$this->statistics = $this->periodStatisticRepo->allInRangeForModel($category, $start, $end);
Log::debug(sprintf('Count of loops: %d', count($dates)));
foreach ($dates as $currentDate) {
$entries[] = $this->getSingleCategoryPeriod($category, $currentDate['period'], $currentDate['start'], $currentDate['end']);
}
return $entries;
// collect all expenses in this period:
/** @var GroupCollectorInterface $collector */
@@ -199,7 +207,6 @@ trait PeriodOverview
'transferred' => $this->groupByCurrency($transferred),
];
}
$cache->store($entries);
return $entries;
}
@@ -324,6 +331,7 @@ trait PeriodOverview
return $entries;
}
protected function getSingleAccountPeriod(Account $account, string $period, Carbon $start, Carbon $end): array
{
Log::debug(sprintf('Now in getSingleAccountPeriod(#%d, %s %s)', $account->id, $start->format('Y-m-d'), $end->format('Y-m-d')));
@@ -344,6 +352,26 @@ trait PeriodOverview
return $return;
}
protected function getSingleCategoryPeriod(Category $category, string $period, Carbon $start, Carbon $end): array
{
Log::debug(sprintf('Now in getSingleCategoryPeriod(#%d, %s %s)', $category->id, $start->format('Y-m-d'), $end->format('Y-m-d')));
$types = ['spent', 'earned', 'transferred_in', 'transferred_away'];
$return = [
'title' => Navigation::periodShow($start, $period),
'route' => route('categories.show', [$category->id, $start->format('Y-m-d'), $end->format('Y-m-d')]),
'total_transactions' => 0,
];
$this->transactions = [];
foreach ($types as $type) {
$set = $this->getSingleCategoryPeriodByType($category, $start, $end, $type);
$return['total_transactions'] += $set['count'];
unset($set['count']);
$return[$type] = $set;
}
return $return;
}
protected function filterStatistics(Carbon $start, Carbon $end, string $type): Collection
{
return $this->statistics->filter(
@@ -432,6 +460,73 @@ trait PeriodOverview
return $grouped;
}
protected function getSingleCategoryPeriodByType(Category $category, Carbon $start, Carbon $end, string $type): array
{
Log::debug(sprintf('Now in getSingleCategoryPeriodByType(#%d, %s %s, %s)', $category->id, $start->format('Y-m-d'), $end->format('Y-m-d'), $type));
$statistics = $this->filterStatistics($start, $end, $type);
// nothing found, regenerate them.
if (0 === $statistics->count()) {
Log::debug(sprintf('Found nothing in this period for type "%s"', $type));
if (0 === count($this->transactions)) {
$this->transactions = $this->categoryRepository->periodCollection($category, $start, $end);
}
switch ($type) {
default:
throw new FireflyException(sprintf('Cannot deal with category period type %s', $type));
case 'spent':
$result = $this->filterTransactionsByType(TransactionTypeEnum::WITHDRAWAL, $start, $end);
break;
case 'earned':
$result = $this->filterTransactionsByType(TransactionTypeEnum::DEPOSIT, $start, $end);
break;
case 'transferred_in':
$result = $this->filterTransfers('in', $start, $end);
break;
case 'transferred_away':
$result = $this->filterTransfers('away', $start, $end);
break;
}
// each result must be grouped by currency, then saved as period statistic.
Log::debug(sprintf('Going to group %d found journal(s)', count($result)));
$grouped = $this->groupByCurrency($result);
$this->saveGroupedAsStatistics($category, $start, $end, $type, $grouped);
return $grouped;
}
$grouped = [
'count' => 0,
];
/** @var PeriodStatistic $statistic */
foreach ($statistics as $statistic) {
$id = (int)$statistic->transaction_currency_id;
$currency = Amount::getTransactionCurrencyById($id);
$grouped[$id] = [
'amount' => (string)$statistic->amount,
'count' => (int)$statistic->count,
'currency_id' => $currency->id,
'currency_name' => $currency->name,
'currency_code' => $currency->code,
'currency_symbol' => $currency->symbol,
'currency_decimal_places' => $currency->decimal_places,
];
$grouped['count'] += (int)$statistic->count;
}
return $grouped;
}
/**
* This shows a period overview for a tag. It goes back in time and lists all relevant transactions and sums.
*
@@ -569,16 +664,16 @@ trait PeriodOverview
return $entries;
}
protected function saveGroupedAsStatistics(Account $account, Carbon $start, Carbon $end, string $type, array $array): void
protected function saveGroupedAsStatistics(Model $model, Carbon $start, Carbon $end, string $type, array $array): void
{
unset($array['count']);
Log::debug(sprintf('saveGroupedAsStatistics(#%d, %s, %s, "%s", array(%d))', $account->id, $start->format('Y-m-d'), $end->format('Y-m-d'), $type, count($array)));
Log::debug(sprintf('saveGroupedAsStatistics(%s #%d, %s, %s, "%s", array(%d))',get_class($model), $model->id, $start->format('Y-m-d'), $end->format('Y-m-d'), $type, count($array)));
foreach ($array as $entry) {
$this->periodStatisticRepo->saveStatistic($account, $entry['currency_id'], $start, $end, $type, $entry['count'], $entry['amount']);
$this->periodStatisticRepo->saveStatistic($model, $entry['currency_id'], $start, $end, $type, $entry['count'], $entry['amount']);
}
if (0 === count($array)) {
Log::debug('Save empty statistic.');
$this->periodStatisticRepo->saveStatistic($account, $this->primaryCurrency->id, $start, $end, $type, 0, '0');
$this->periodStatisticRepo->saveStatistic($model, $this->primaryCurrency->id, $start, $end, $type, 0, '0');
}
}