. */ declare(strict_types=1); namespace FireflyIII\Repositories\Budget; use Carbon\Carbon; use DB; use Exception; use FireflyIII\Exceptions\FireflyException; use FireflyIII\Helpers\Collector\GroupCollectorInterface; use FireflyIII\Models\Account; use FireflyIII\Models\Attachment; use FireflyIII\Models\AutoBudget; use FireflyIII\Models\Budget; use FireflyIII\Models\BudgetLimit; use FireflyIII\Models\Note; use FireflyIII\Models\RecurrenceTransactionMeta; use FireflyIII\Models\RuleAction; use FireflyIII\Models\RuleTrigger; use FireflyIII\Models\TransactionType; use FireflyIII\Repositories\Account\AccountRepositoryInterface; use FireflyIII\Repositories\Currency\CurrencyRepositoryInterface; use FireflyIII\Services\Internal\Destroy\BudgetDestroyService; use FireflyIII\User; use Illuminate\Database\QueryException; use Illuminate\Support\Collection; use JsonException; use Log; use Storage; /** * Class BudgetRepository. * */ class BudgetRepository implements BudgetRepositoryInterface { private User $user; /** * @inheritDoc */ public function budgetEndsWith(string $query, int $limit): Collection { $search = $this->user->budgets(); if ('' !== $query) { $search->where('name', 'LIKE', sprintf('%%%s', $query)); } $search->orderBy('order', 'ASC') ->orderBy('name', 'ASC')->where('active', true); return $search->take($limit)->get(); } /** * @inheritDoc */ public function budgetStartsWith(string $query, int $limit): Collection { $search = $this->user->budgets(); if ('' !== $query) { $search->where('name', 'LIKE', sprintf('%s%%', $query)); } $search->orderBy('order', 'ASC') ->orderBy('name', 'ASC')->where('active', true); return $search->take($limit)->get(); } /** * @inheritDoc */ public function budgetedInPeriod(Carbon $start, Carbon $end): array { Log::debug(sprintf('Now in budgetedInPeriod("%s", "%s")', $start->format('Y-m-d'), $end->format('Y-m-d'))); $return = []; /** @var BudgetLimitRepository $limitRepository */ $limitRepository = app(BudgetLimitRepository::class); $limitRepository->setUser($this->user); $budgets = $this->getActiveBudgets(); /** @var Budget $budget */ foreach ($budgets as $budget) { Log::debug(sprintf('Budget #%d: "%s"', $budget->id, $budget->name)); $limits = $limitRepository->getBudgetLimits($budget, $start, $end); /** @var BudgetLimit $limit */ foreach ($limits as $limit) { Log::debug(sprintf('Budget limit #%d', $limit->id)); $currency = $limit->transactionCurrency; $return[$currency->id] = $return[$currency->id] ?? [ 'id' => (string) $currency->id, 'name' => $currency->name, 'symbol' => $currency->symbol, 'code' => $currency->code, 'decimal_places' => $currency->decimal_places, 'sum' => '0', ]; // same period if ($limit->start_date->isSameDay($start) && $limit->end_date->isSameDay($end)) { $return[$currency->id]['sum'] = bcadd($return[$currency->id]['sum'], (string) $limit->amount); Log::debug(sprintf('Add full amount [1]: %s', $limit->amount)); continue; } // limit is inside of date range if ($start->lte($limit->start_date) && $end->gte($limit->end_date)) { $return[$currency->id]['sum'] = bcadd($return[$currency->id]['sum'], (string) $limit->amount); Log::debug(sprintf('Add full amount [2]: %s', $limit->amount)); continue; } $total = $limit->start_date->diffInDays($limit->end_date) + 1; // include the day itself. $days = $this->daysInOverlap($limit, $start, $end); $amount = bcmul(bcdiv((string) $limit->amount, (string) $total), (string) $days); $return[$currency->id]['sum'] = bcadd($return[$currency->id]['sum'], $amount); Log::debug(sprintf( 'Amount per day: %s (%s over %d days). Total amount for %d days: %s', bcdiv((string) $limit->amount, (string) $total), $limit->amount, $total, $days, $amount )); } } return $return; } /** * @return Collection */ public function getActiveBudgets(): Collection { return $this->user->budgets()->where('active', true) ->orderBy('order', 'ASC') ->orderBy('name', 'ASC') ->get(); } /** * How many days of this budget limit are between start and end? * * @param BudgetLimit $limit * @param Carbon $start * @param Carbon $end * @return int */ private function daysInOverlap(BudgetLimit $limit, Carbon $start, Carbon $end): int { // start1 = $start // start2 = $limit->start_date // start1 = $end // start2 = $limit->end_date // limit is larger than start and end (inclusive) // |-----------| // |----------------| if ($start->gte($limit->start_date) && $end->lte($limit->end_date)) { return $start->diffInDays($end) + 1; // add one day } // limit starts earlier and limit ends first: // |-----------| // |-------| if ($limit->start_date->lte($start) && $limit->end_date->lte($end)) { // return days in the range $start-$limit_end return $start->diffInDays($limit->end_date) + 1; // add one day, the day itself } // limit starts later and limit ends earlier // |-----------| // |-------| if ($limit->start_date->gte($start) && $limit->end_date->gte($end)) { // return days in the range $limit_start - $end return $limit->start_date->diffInDays($end) + 1; // add one day, the day itself } return 0; } /** * @return bool */ public function cleanupBudgets(): bool { // delete limits with amount 0: try { BudgetLimit::where('amount', 0)->delete(); } catch (Exception $e) { // @ignoreException } $budgets = $this->getActiveBudgets(); /** * @var int $index * @var Budget $budget */ foreach ($budgets as $index => $budget) { $budget->order = $index + 1; $budget->save(); } // other budgets, set to 0. $this->user->budgets()->where('active', 0)->update(['order' => 0]); return true; } /** * @param Budget $budget * * @return bool */ public function destroy(Budget $budget): bool { /** @var BudgetDestroyService $service */ $service = app(BudgetDestroyService::class); $service->destroy($budget); return true; } /** * Destroy all budgets. */ public function destroyAll(): void { $budgets = $this->getBudgets(); /** @var Budget $budget */ foreach ($budgets as $budget) { DB::table('budget_transaction')->where('budget_id', (int) $budget->id)->delete(); DB::table('budget_transaction_journal')->where('budget_id', (int) $budget->id)->delete(); RecurrenceTransactionMeta::where('name', 'budget_id')->where('value', (string) $budget->id)->delete(); RuleAction::where('action_type', 'set_budget')->where('action_value', (string) $budget->id)->delete(); $budget->delete(); } } /** * @return Collection */ public function getBudgets(): Collection { return $this->user->budgets()->orderBy('order', 'ASC') ->orderBy('name', 'ASC')->get(); } /** * @inheritDoc */ public function destroyAutoBudget(Budget $budget): void { /** @var AutoBudget $autoBudget */ foreach ($budget->autoBudgets()->get() as $autoBudget) { $autoBudget->delete(); } } /** * @param int|null $budgetId * @param string|null $budgetName * * @return Budget|null */ public function findBudget(?int $budgetId, ?string $budgetName): ?Budget { Log::debug('Now in findBudget()'); Log::debug(sprintf('Searching for budget with ID #%d...', $budgetId)); $result = $this->find((int) $budgetId); if (null === $result && null !== $budgetName && '' !== $budgetName) { Log::debug(sprintf('Searching for budget with name %s...', $budgetName)); $result = $this->findByName((string) $budgetName); } if (null !== $result) { Log::debug(sprintf('Found budget #%d: %s', $result->id, $result->name)); } Log::debug(sprintf('Found result is null? %s', var_export(null === $result, true))); return $result; } /** * Find a budget or return NULL * * @param int|null $budgetId |null * * @return Budget|null */ public function find(int $budgetId = null): ?Budget { return $this->user->budgets()->find($budgetId); } /** * Find budget by name. * * @param string|null $name * * @return Budget|null */ public function findByName(?string $name): ?Budget { if (null === $name) { return null; } $query = sprintf('%%%s%%', $name); return $this->user->budgets()->where('name', 'LIKE', $query)->first(); } /** * This method returns the oldest journal or transaction date known to this budget. * Will cache result. * * @param Budget $budget * * @return Carbon|null */ public function firstUseDate(Budget $budget): ?Carbon { $journal = $budget->transactionJournals()->orderBy('date', 'ASC')->first(); if (null !== $journal) { return $journal->date; } return null; } /** * @inheritDoc */ public function getAttachments(Budget $budget): Collection { $set = $budget->attachments()->get(); /** @var Storage $disk */ $disk = Storage::disk('upload'); return $set->each( static function (Attachment $attachment) use ($disk) { $notes = $attachment->notes()->first(); $attachment->file_exists = $disk->exists($attachment->fileName()); $attachment->notes = $notes ? $notes->text : ''; return $attachment; } ); } /** * Get all budgets with these ID's. * * @param array $budgetIds * * @return Collection */ public function getByIds(array $budgetIds): Collection { return $this->user->budgets()->whereIn('id', $budgetIds)->get(); } /** * @return Collection */ public function getInactiveBudgets(): Collection { return $this->user->budgets() ->orderBy('order', 'ASC') ->orderBy('name', 'ASC')->where('active', 0)->get(); } /** * @inheritDoc */ public function getNoteText(Budget $budget): ?string { $note = $budget->notes()->first(); if (null === $note) { return null; } return $note->text; } /** * @param string $query * @param int $limit * * @return Collection */ public function searchBudget(string $query, int $limit): Collection { $search = $this->user->budgets(); if ('' !== $query) { $search->where('name', 'LIKE', sprintf('%%%s%%', $query)); } $search->orderBy('order', 'ASC') ->orderBy('name', 'ASC')->where('active', true); return $search->take($limit)->get(); } /** * @param Budget $budget * @param int $order */ public function setBudgetOrder(Budget $budget, int $order): void { $budget->order = $order; $budget->save(); } /** * @param User $user */ public function setUser(User $user): void { $this->user = $user; } /** * @inheritDoc */ public function spentInPeriod(Carbon $start, Carbon $end): array { Log::debug(sprintf('Now in %s', __METHOD__)); $start->startOfDay(); $end->endOfDay(); // exclude specific liabilities $repository = app(AccountRepositoryInterface::class); $repository->setUser($this->user); $subset = $repository->getAccountsByType(config('firefly.valid_liabilities')); $selection = new Collection(); /** @var Account $account */ foreach ($subset as $account) { if ('credit' === $repository->getMetaValue($account, 'liability_direction')) { $selection->push($account); } } // start collecting: /** @var GroupCollectorInterface $collector */ $collector = app(GroupCollectorInterface::class); $collector->setUser($this->user) ->setRange($start, $end) ->excludeDestinationAccounts($selection) ->setTypes([TransactionType::WITHDRAWAL]) ->setBudgets($this->getActiveBudgets()); $journals = $collector->getExtractedJournals(); $array = []; foreach ($journals as $journal) { $currencyId = (int) $journal['currency_id']; $array[$currencyId] = $array[$currencyId] ?? [ 'id' => (string) $currencyId, 'name' => $journal['currency_name'], 'symbol' => $journal['currency_symbol'], 'code' => $journal['currency_code'], 'decimal_places' => $journal['currency_decimal_places'], 'sum' => '0', ]; $array[$currencyId]['sum'] = bcadd($array[$currencyId]['sum'], app('steam')->negative($journal['amount'])); // also do foreign amount: $foreignId = (int) $journal['foreign_currency_id']; if (0 !== $foreignId) { $array[$foreignId] = $array[$foreignId] ?? [ 'id' => (string) $foreignId, 'name' => $journal['foreign_currency_name'], 'symbol' => $journal['foreign_currency_symbol'], 'code' => $journal['foreign_currency_code'], 'decimal_places' => $journal['foreign_currency_decimal_places'], 'sum' => '0', ]; $array[$foreignId]['sum'] = bcadd($array[$foreignId]['sum'], app('steam')->negative($journal['foreign_amount'])); } } return $array; } /** * @param array $data * * @return Budget * @throws FireflyException * @throws JsonException */ public function store(array $data): Budget { $order = $this->getMaxOrder(); try { $newBudget = Budget::create( [ 'user_id' => $this->user->id, 'name' => $data['name'], 'order' => $order + 1, 'active' => array_key_exists('active', $data) ? $data['active'] : true, ] ); } catch (QueryException $e) { Log::error($e->getMessage()); Log::error($e->getTraceAsString()); throw new FireflyException('400002: Could not store budget.', 0, $e); } // set notes if (array_key_exists('notes', $data)) { $this->setNoteText($newBudget, (string) $data['notes']); } if (!array_key_exists('auto_budget_type', $data) || !array_key_exists('auto_budget_amount', $data) || !array_key_exists('auto_budget_period', $data)) { return $newBudget; } $type = $data['auto_budget_type']; if ('none' === $type) { return $newBudget; } if (0 === $type) { return $newBudget; } if ('reset' === $type) { $type = AutoBudget::AUTO_BUDGET_RESET; } if ('rollover' === $type) { $type = AutoBudget::AUTO_BUDGET_ROLLOVER; } $repos = app(CurrencyRepositoryInterface::class); $currency = null; if (array_key_exists('currency_id', $data)) { $currency = $repos->find((int) $data['currency_id']); } if (array_key_exists('currency_code', $data)) { $currency = $repos->findByCode((string) $data['currency_code']); } if (null === $currency) { $currency = app('amount')->getDefaultCurrencyByUser($this->user); } $autoBudget = new AutoBudget(); $autoBudget->budget()->associate($newBudget); $autoBudget->transaction_currency_id = $currency->id; $autoBudget->auto_budget_type = $type; $autoBudget->amount = $data['auto_budget_amount'] ?? '1'; $autoBudget->period = $data['auto_budget_period'] ?? 'monthly'; $autoBudget->save(); // create initial budget limit. $today = today(config('app.timezone')); $start = app('navigation')->startOfPeriod($today, $autoBudget->period); $end = app('navigation')->endOfPeriod($start, $autoBudget->period); $limitRepos = app(BudgetLimitRepositoryInterface::class); $limitRepos->setUser($this->user); $limitRepos->store( [ 'budget_id' => $newBudget->id, 'currency_id' => $autoBudget->transaction_currency_id, 'start_date' => $start, 'end_date' => $end, 'amount' => $autoBudget->amount, ] ); return $newBudget; } public function getMaxOrder(): int { return (int) $this->user->budgets()->max('order'); } /** * @param Budget $budget * @param string $text * @return void */ private function setNoteText(Budget $budget, string $text): void { $dbNote = $budget->notes()->first(); if ('' !== $text) { if (null === $dbNote) { $dbNote = new Note(); $dbNote->noteable()->associate($budget); } $dbNote->text = trim($text); $dbNote->save(); return; } if (null !== $dbNote) { try { $dbNote->delete(); } catch (Exception $e) { // @ignoreException } } } /** * @param Budget $budget * @param array $data * * @return Budget */ public function update(Budget $budget, array $data): Budget { Log::debug('Now in update()'); $oldName = $budget->name; if (array_key_exists('name', $data)) { $budget->name = $data['name']; $this->updateRuleActions($oldName, $budget->name); $this->updateRuleTriggers($oldName, $budget->name); } if (array_key_exists('active', $data)) { $budget->active = $data['active']; } if (array_key_exists('notes', $data)) { $this->setNoteText($budget, (string) $data['notes']); } $budget->save(); // update or create auto-budget: $autoBudget = $this->getAutoBudget($budget); // first things first: delete when no longer required: $autoBudgetType = array_key_exists('auto_budget_type', $data) ? $data['auto_budget_type'] : null; if (0 === $autoBudgetType && null !== $autoBudget) { // delete! $autoBudget->delete(); return $budget; } if (0 === $autoBudgetType && null === $autoBudget) { return $budget; } if (null === $autoBudgetType && null === $autoBudget) { return $budget; } $this->updateAutoBudget($budget, $data); return $budget; } /** * @param string $oldName * @param string $newName */ private function updateRuleActions(string $oldName, string $newName): void { $types = ['set_budget',]; $actions = RuleAction::leftJoin('rules', 'rules.id', '=', 'rule_actions.rule_id') ->where('rules.user_id', $this->user->id) ->whereIn('rule_actions.action_type', $types) ->where('rule_actions.action_value', $oldName) ->get(['rule_actions.*']); Log::debug(sprintf('Found %d actions to update.', $actions->count())); /** @var RuleAction $action */ foreach ($actions as $action) { $action->action_value = $newName; $action->save(); Log::debug(sprintf('Updated action %d: %s', $action->id, $action->action_value)); } } /** * @param string $oldName * @param string $newName */ private function updateRuleTriggers(string $oldName, string $newName): void { $types = ['budget_is',]; $triggers = RuleTrigger::leftJoin('rules', 'rules.id', '=', 'rule_triggers.rule_id') ->where('rules.user_id', $this->user->id) ->whereIn('rule_triggers.trigger_type', $types) ->where('rule_triggers.trigger_value', $oldName) ->get(['rule_triggers.*']); Log::debug(sprintf('Found %d triggers to update.', $triggers->count())); /** @var RuleTrigger $trigger */ foreach ($triggers as $trigger) { $trigger->trigger_value = $newName; $trigger->save(); Log::debug(sprintf('Updated trigger %d: %s', $trigger->id, $trigger->trigger_value)); } } /** * @inheritDoc */ public function getAutoBudget(Budget $budget): ?AutoBudget { return $budget->autoBudgets()->first(); } /** * @param Budget $budget * @param array $data * @throws FireflyException * @throws JsonException */ private function updateAutoBudget(Budget $budget, array $data): void { // update or create auto-budget: $autoBudget = $this->getAutoBudget($budget); // grab default currency: $currency = app('amount')->getDefaultCurrencyByUser($this->user); if (null === $autoBudget) { // at this point it's a blind assumption auto_budget_type is 1 or 2. $autoBudget = new AutoBudget(); $autoBudget->auto_budget_type = $data['auto_budget_type']; $autoBudget->budget_id = $budget->id; $autoBudget->transaction_currency_id = $currency->id; } // set or update the currency. if (array_key_exists('currency_id', $data) || array_key_exists('currency_code', $data)) { $repos = app(CurrencyRepositoryInterface::class); $currencyId = (int) ($data['currency_id'] ?? 0); $currencyCode = (string) ($data['currency_code'] ?? ''); $currency = $repos->find($currencyId); if (null === $currency) { $currency = $repos->findByCodeNull($currencyCode); } if (null !== $currency) { $autoBudget->transaction_currency_id = $currency->id; } } // change values if submitted or presented: if (array_key_exists('auto_budget_type', $data)) { $autoBudget->auto_budget_type = $data['auto_budget_type']; } if (array_key_exists('auto_budget_amount', $data)) { $autoBudget->amount = $data['auto_budget_amount']; } if (array_key_exists('auto_budget_period', $data)) { $autoBudget->period = $data['auto_budget_period']; } $autoBudget->save(); } }