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firefly-iii/app/Api/V1/Controllers/Chart/BudgetController.php
2025-09-10 16:07:19 +02:00

351 lines
15 KiB
PHP

<?php
/*
* BudgetController.php
* Copyright (c) 2023 james@firefly-iii.org
*
* This file is part of Firefly III (https://github.com/firefly-iii).
*
* This program is free software: you can redistribute it and/or modify
* it under the terms of the GNU Affero General Public License as
* published by the Free Software Foundation, either version 3 of the
* License, or (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU Affero General Public License for more details.
*
* You should have received a copy of the GNU Affero General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/
declare(strict_types=1);
namespace FireflyIII\Api\V1\Controllers\Chart;
use Carbon\Carbon;
use FireflyIII\Api\V1\Controllers\Controller;
use FireflyIII\Api\V1\Requests\Data\SameDateRequest;
use FireflyIII\Enums\UserRoleEnum;
use FireflyIII\Exceptions\FireflyException;
use FireflyIII\Models\Budget;
use FireflyIII\Models\BudgetLimit;
use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
use FireflyIII\Repositories\Budget\OperationsRepositoryInterface;
use FireflyIII\Support\Facades\Amount;
use FireflyIII\Support\Http\Api\CleansChartData;
use FireflyIII\Support\Http\Api\ExchangeRateConverter;
use FireflyIII\Support\Http\Api\ValidatesUserGroupTrait;
use Illuminate\Http\JsonResponse;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\Log;
/**
* Class BudgetController
*/
class BudgetController extends Controller
{
use CleansChartData;
use ValidatesUserGroupTrait;
protected array $acceptedRoles = [UserRoleEnum::READ_ONLY];
protected OperationsRepositoryInterface $opsRepository;
private BudgetLimitRepositoryInterface $blRepository;
private array $currencies = [];
private BudgetRepositoryInterface $repository;
public function __construct()
{
parent::__construct();
$this->middleware(
function ($request, $next) {
$this->validateUserGroup($request);
$this->repository = app(BudgetRepositoryInterface::class);
$this->blRepository = app(BudgetLimitRepositoryInterface::class);
$this->opsRepository = app(OperationsRepositoryInterface::class);
$this->repository->setUserGroup($this->userGroup);
$this->opsRepository->setUserGroup($this->userGroup);
$this->blRepository->setUserGroup($this->userGroup);
$this->repository->setUser($this->user);
$this->opsRepository->setUser($this->user);
$this->blRepository->setUser($this->user);
return $next($request);
}
);
}
/**
* TODO see autocomplete/accountcontroller
*
* @throws FireflyException
*/
public function overview(SameDateRequest $request): JsonResponse
{
$params = $request->getAll();
/** @var Carbon $start */
$start = $params['start'];
/** @var Carbon $end */
$end = $params['end'];
// code from FrontpageChartGenerator, but not in separate class
$budgets = $this->repository->getActiveBudgets();
$data = [];
/** @var Budget $budget */
foreach ($budgets as $budget) {
// could return multiple arrays, so merge.
$data = array_merge($data, $this->processBudget($budget, $start, $end));
}
return response()->json($this->clean($data));
}
/**
* @throws FireflyException
*/
private function processBudget(Budget $budget, Carbon $start, Carbon $end): array
{
// get all limits:
$limits = $this->blRepository->getBudgetLimits($budget, $start, $end);
$rows = [];
$spent = $this->opsRepository->listExpenses($start, $end, null, new Collection()->push($budget));
$expenses = $this->processExpenses($budget->id, $spent, $start, $end);
$converter = new ExchangeRateConverter();
$currencies = [$this->primaryCurrency->id => $this->primaryCurrency];
/**
* @var int $currencyId
* @var array $row
*/
foreach ($expenses as $currencyId => $row) {
// budgeted, left and overspent are now 0.
$limit = $this->filterLimit($currencyId, $limits);
// primary currency entries
$row['pc_budgeted'] = '0';
$row['pc_spent'] = '0';
$row['pc_left'] = '0';
$row['pc_overspent'] = '0';
if ($limit instanceof BudgetLimit) {
$row['budgeted'] = $limit->amount;
$row['left'] = bcsub((string) $row['budgeted'], bcmul((string) $row['spent'], '-1'));
$row['overspent'] = bcmul($row['left'], '-1');
$row['left'] = 1 === bccomp($row['left'], '0') ? $row['left'] : '0';
$row['overspent'] = 1 === bccomp($row['overspent'], '0') ? $row['overspent'] : '0';
}
// convert data if necessary.
if (true === $this->convertToPrimary && $currencyId !== $this->primaryCurrency->id) {
$currencies[$currencyId] ??= Amount::getTransactionCurrencyById($currencyId);
$row['pc_budgeted'] = $converter->convert($currencies[$currencyId], $this->primaryCurrency, $start, $row['budgeted']);
$row['pc_spent'] = $converter->convert($currencies[$currencyId], $this->primaryCurrency, $start, $row['spent']);
$row['pc_left'] = $converter->convert($currencies[$currencyId], $this->primaryCurrency, $start, $row['left']);
$row['pc_overspent'] = $converter->convert($currencies[$currencyId], $this->primaryCurrency, $start, $row['overspent']);
}
if (true === $this->convertToPrimary && $currencyId === $this->primaryCurrency->id) {
$row['pc_budgeted'] = $row['budgeted'];
$row['pc_spent'] = $row['spent'];
$row['pc_left'] = $row['left'];
$row['pc_overspent'] = $row['overspent'];
}
$rows[] = $row;
}
// is always an array
$return = [];
foreach ($rows as $row) {
$current = [
'label' => $budget->name,
'currency_id' => (string)$row['currency_id'],
'currency_name' => $row['currency_name'],
'currency_code' => $row['currency_code'],
'currency_decimal_places' => $row['currency_decimal_places'],
'primary_currency_id' => (string)$this->primaryCurrency->id,
'primary_currency_name' => $this->primaryCurrency->name,
'primary_currency_code' => $this->primaryCurrency->code,
'primary_currency_symbol' => $this->primaryCurrency->symbol,
'primary_currency_decimal_places' => $this->primaryCurrency->decimal_places,
'period' => null,
'date' => $row['start'],
'start_date' => $row['start'],
'end_date' => $row['end'],
'yAxisID' => 0,
'type' => 'bar',
'entries' => [
'budgeted' => $row['budgeted'],
'spent' => $row['spent'],
'left' => $row['left'],
'overspent' => $row['overspent'],
],
'pc_entries' => [
'budgeted' => $row['pc_budgeted'],
'spent' => $row['pc_spent'],
'left' => $row['pc_left'],
'overspent' => $row['pc_overspent'],
],
];
$return[] = $current;
}
return $return;
}
// /**
// * When no budget limits are present, the expenses of the whole period are collected and grouped.
// * This is grouped per currency. Because there is no limit set, "left to spend" and "overspent" are empty.
// *
// * @throws FireflyException
// */
// private function noBudgetLimits(Budget $budget, Carbon $start, Carbon $end): array
// {
// $spent = $this->opsRepository->listExpenses($start, $end, null, new Collection()->push($budget));
//
// return $this->processExpenses($budget->id, $spent, $start, $end);
// }
/**
* Shared between the "noBudgetLimits" function and "processLimit". Will take a single set of expenses and return
* its info.
*
* @throws FireflyException
*/
private function processExpenses(int $budgetId, array $spent, Carbon $start, Carbon $end): array
{
$return = [];
/**
* This array contains the expenses in this budget. Grouped per currency.
* The grouping is on the main currency only.
*
* @var int $currencyId
* @var array $block
*/
foreach ($spent as $currencyId => $block) {
$this->currencies[$currencyId] ??= Amount::getTransactionCurrencyById($currencyId);
$return[$currencyId] ??= [
'currency_id' => (string)$currencyId,
'currency_code' => $block['currency_code'],
'currency_name' => $block['currency_name'],
'currency_symbol' => $block['currency_symbol'],
'currency_decimal_places' => (int)$block['currency_decimal_places'],
'start' => $start->toAtomString(),
'end' => $end->toAtomString(),
'budgeted' => '0',
'spent' => '0',
'left' => '0',
'overspent' => '0',
];
$currentBudgetArray = $block['budgets'][$budgetId];
// var_dump($return);
/** @var array $journal */
foreach ($currentBudgetArray['transaction_journals'] as $journal) {
/** @var numeric-string $amount */
$amount = (string)$journal['amount'];
$return[$currencyId]['spent'] = bcadd($return[$currencyId]['spent'], $amount);
}
}
return $return;
}
// /**
// * Function that processes each budget limit (per budget).
// *
// * If you have a budget limit in EUR, only transactions in EUR will be considered.
// * If you have a budget limit in GBP, only transactions in GBP will be considered.
// *
// * If you have a budget limit in EUR, and a transaction in GBP, it will not be considered for the EUR budget limit.
// *
// * @throws FireflyException
// */
// private function budgetLimits(Budget $budget, Collection $limits): array
// {
// Log::debug(sprintf('Now in budgetLimits(#%d)', $budget->id));
// $data = [];
//
// /** @var BudgetLimit $limit */
// foreach ($limits as $limit) {
// $data = array_merge($data, $this->processLimit($budget, $limit));
// }
//
// return $data;
// }
// /**
// * @throws FireflyException
// */
// private function processLimit(Budget $budget, BudgetLimit $limit): array
// {
// Log::debug(sprintf('Created new ExchangeRateConverter in %s', __METHOD__));
// $end = clone $limit->end_date;
// $end->endOfDay();
// $spent = $this->opsRepository->listExpenses($limit->start_date, $end, null, new Collection()->push($budget));
// $limitCurrencyId = $limit->transaction_currency_id;
//
// /** @var array $entry */
// // only spent the entry where the entry's currency matches the budget limit's currency
// // so $filtered will only have 1 or 0 entries
// $filtered = array_filter($spent, fn ($entry) => $entry['currency_id'] === $limitCurrencyId);
// $result = $this->processExpenses($budget->id, $filtered, $limit->start_date, $end);
// if (1 === count($result)) {
// $compare = bccomp($limit->amount, (string)app('steam')->positive($result[$limitCurrencyId]['spent']));
// $result[$limitCurrencyId]['budgeted'] = $limit->amount;
// if (1 === $compare) {
// // convert this amount into the primary currency:
// $result[$limitCurrencyId]['left'] = bcadd($limit->amount, (string)$result[$limitCurrencyId]['spent']);
// }
// if ($compare <= 0) {
// $result[$limitCurrencyId]['overspent'] = app('steam')->positive(bcadd($limit->amount, (string)$result[$limitCurrencyId]['spent']));
// }
// }
//
// return $result;
// }
private function filterLimit(int $currencyId, Collection $limits): ?BudgetLimit
{
$amount = '0';
$limit = null;
$converter = new ExchangeRateConverter();
/** @var BudgetLimit $current */
foreach ($limits as $current) {
if (true === $this->convertToPrimary) {
if ($current->transaction_currency_id === $this->primaryCurrency->id) {
// simply add it.
$amount = bcadd($amount, (string)$current->amount);
Log::debug(sprintf('Set amount in limit to %s', $amount));
}
if ($current->transaction_currency_id !== $this->primaryCurrency->id) {
// convert and then add it.
$converted = $converter->convert($current->transactionCurrency, $this->primaryCurrency, $current->start_date, $current->amount);
$amount = bcadd($amount, $converted);
Log::debug(sprintf('Budgeted in limit #%d: %s %s, converted to %s %s', $current->id, $current->transactionCurrency->code, $current->amount, $this->primaryCurrency->code, $converted));
Log::debug(sprintf('Set amount in limit to %s', $amount));
}
}
if ($current->transaction_currency_id === $currencyId) {
$limit = $current;
}
}
if (null !== $limit && true === $this->convertToPrimary) {
// convert and add all amounts.
$limit->amount = app('steam')->positive($amount);
Log::debug(sprintf('Final amount in limit with converted amount %s', $limit->amount));
}
return $limit;
}
}