mirror of
https://github.com/firefly-iii/firefly-iii.git
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719 lines
24 KiB
PHP
719 lines
24 KiB
PHP
<?php
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/**
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* BudgetRepository.php
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* Copyright (c) 2017 thegrumpydictator@gmail.com
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*
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* This file is part of Firefly III.
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*
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* Firefly III is free software: you can redistribute it and/or modify
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* it under the terms of the GNU General Public License as published by
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* the Free Software Foundation, either version 3 of the License, or
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* (at your option) any later version.
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*
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* Firefly III is distributed in the hope that it will be useful,
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* but WITHOUT ANY WARRANTY; without even the implied warranty of
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* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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* GNU General Public License for more details.
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*
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* You should have received a copy of the GNU General Public License
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* along with Firefly III. If not, see <http://www.gnu.org/licenses/>.
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*/
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declare(strict_types=1);
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namespace FireflyIII\Repositories\Budget;
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use Carbon\Carbon;
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use FireflyIII\Helpers\Collector\JournalCollectorInterface;
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use FireflyIII\Models\AccountType;
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use FireflyIII\Models\AvailableBudget;
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use FireflyIII\Models\Budget;
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use FireflyIII\Models\BudgetLimit;
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use FireflyIII\Models\Transaction;
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use FireflyIII\Models\TransactionCurrency;
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use FireflyIII\Models\TransactionJournal;
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use FireflyIII\Models\TransactionType;
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use FireflyIII\Repositories\Account\AccountRepositoryInterface;
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use FireflyIII\User;
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use Illuminate\Database\Eloquent\Builder;
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use Illuminate\Support\Collection;
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use Log;
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use Navigation;
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use stdClass;
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/**
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* Class BudgetRepository.
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*/
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class BudgetRepository implements BudgetRepositoryInterface
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{
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/** @var User */
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private $user;
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/**
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* A method that returns the amount of money budgeted per day for this budget,
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* on average.
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*
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* @param Budget $budget
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*
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* @return string
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*/
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public function budgetedPerDay(Budget $budget): string
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{
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$total = '0';
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$count = 0;
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foreach ($budget->budgetlimits as $limit) {
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$diff = (string)$limit->start_date->diffInDays($limit->end_date);
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if (bccomp('0', $diff) === 0) {
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$diff = '1';
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}
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$amount = (string)$limit->amount;
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$perDay = bcdiv($amount, $diff);
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$total = bcadd($total, $perDay);
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$count++;
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}
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$avg = $total;
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if ($count > 0) {
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$avg = bcdiv($total, (string)$count);
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}
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return $avg;
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}
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/**
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* @return bool
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*
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*/
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public function cleanupBudgets(): bool
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{
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// delete limits with amount 0:
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BudgetLimit::where('amount', 0)->delete();
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// do the clean up by hand because Sqlite can be tricky with this.
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$budgetLimits = BudgetLimit::orderBy('created_at', 'DESC')->get(['id', 'budget_id', 'start_date', 'end_date']);
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$count = [];
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/** @var BudgetLimit $budgetLimit */
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foreach ($budgetLimits as $budgetLimit) {
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$key = $budgetLimit->budget_id . '-' . $budgetLimit->start_date->format('Y-m-d') . $budgetLimit->end_date->format('Y-m-d');
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if (isset($count[$key])) {
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// delete it!
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BudgetLimit::find($budgetLimit->id)->delete();
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}
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$count[$key] = true;
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}
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return true;
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}
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/**
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* This method collects various info on budgets, used on the budget page and on the index.
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*
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* @param Collection $budgets
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return array
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* @SuppressWarnings(PHPMD.CyclomaticComplexity)
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*/
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public function collectBudgetInformation(Collection $budgets, Carbon $start, Carbon $end): array
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{
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// get account information
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/** @var AccountRepositoryInterface $accountRepository */
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$accountRepository = app(AccountRepositoryInterface::class);
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$accounts = $accountRepository->getAccountsByType([AccountType::DEFAULT, AccountType::ASSET]);
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$defaultCurrency = app('amount')->getDefaultCurrency();
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$return = [];
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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$budgetId = $budget->id;
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$return[$budgetId] = [
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'spent' => $this->spentInPeriod(new Collection([$budget]), $accounts, $start, $end),
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'budgeted' => '0',
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'currentRep' => false,
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];
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$budgetLimits = $this->getBudgetLimits($budget, $start, $end);
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$otherLimits = new Collection;
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// get all the budget limits relevant between start and end and examine them:
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/** @var BudgetLimit $limit */
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foreach ($budgetLimits as $limit) {
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if ($limit->start_date->isSameDay($start) && $limit->end_date->isSameDay($end)
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) {
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$return[$budgetId]['currentLimit'] = $limit;
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$return[$budgetId]['budgeted'] = round($limit->amount, $defaultCurrency->decimal_places);
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continue;
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}
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// otherwise it's just one of the many relevant repetitions:
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$otherLimits->push($limit);
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}
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$return[$budgetId]['otherLimits'] = $otherLimits;
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}
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return $return;
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}
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/**
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* @param Budget $budget
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*
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* @return bool
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* @throws \Exception
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*/
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public function destroy(Budget $budget): bool
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{
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$budget->delete();
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return true;
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}
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/**
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* Filters entries from the result set generated by getBudgetPeriodReport.
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*
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* @param Collection $set
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* @param int $budgetId
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* @param array $periods
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*
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* @return array
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*/
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public function filterAmounts(Collection $set, int $budgetId, array $periods): array
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{
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$arr = [];
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$keys = array_keys($periods);
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foreach ($keys as $period) {
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/** @var stdClass $object */
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$result = $set->filter(
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function (TransactionJournal $object) use ($budgetId, $period) {
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$result = (string)$object->period_marker === (string)$period && $budgetId === (int)$object->budget_id;
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return $result;
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}
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);
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$amount = '0';
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if (null !== $result->first()) {
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$amount = $result->first()->sum_of_period;
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}
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$arr[$period] = $amount;
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}
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return $arr;
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}
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/**
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* Find a budget.
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*
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* @param int $budgetId
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*
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* @return Budget
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*/
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public function find(int $budgetId): Budget
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{
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$budget = $this->user->budgets()->find($budgetId);
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if (null === $budget) {
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$budget = new Budget;
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}
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return $budget;
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}
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/**
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* Find a budget.
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*
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* @param string $name
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*
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* @return Budget|null
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*/
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public function findByName(string $name): ?Budget
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{
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$budgets = $this->user->budgets()->get(['budgets.*']);
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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if ($budget->name === $name) {
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return $budget;
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}
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}
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return null;
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}
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/**
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* Find a budget or return NULL
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*
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* @param int $budgetId
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*
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* @return Budget|null
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*/
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public function findNull(int $budgetId): ?Budget
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{
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return $this->user->budgets()->find($budgetId);
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}
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/**
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* This method returns the oldest journal or transaction date known to this budget.
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* Will cache result.
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*
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* @param Budget $budget
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*
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* @return Carbon
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*/
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public function firstUseDate(Budget $budget): Carbon
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{
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$oldest = Carbon::create()->startOfYear();
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$journal = $budget->transactionJournals()->orderBy('date', 'ASC')->first();
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if (null !== $journal) {
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$oldest = $journal->date < $oldest ? $journal->date : $oldest;
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}
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$transaction = $budget
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->transactions()
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->leftJoin('transaction_journals', 'transaction_journals.id', '=', 'transactions.id')
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->orderBy('transaction_journals.date', 'ASC')->first(['transactions.*', 'transaction_journals.date']);
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if (null !== $transaction) {
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$carbon = new Carbon($transaction->date);
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$oldest = $carbon < $oldest ? $carbon : $oldest;
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}
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return $oldest;
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}
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/**
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* @return Collection
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*/
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public function getActiveBudgets(): Collection
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{
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/** @var Collection $set */
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$set = $this->user->budgets()->where('active', 1)->get();
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$set = $set->sortBy(
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function (Budget $budget) {
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return strtolower($budget->name);
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}
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);
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return $set;
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}
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/**
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return Collection
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*/
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public function getAllBudgetLimits(Carbon $start, Carbon $end): Collection
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{
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$set = BudgetLimit::leftJoin('budgets', 'budgets.id', '=', 'budget_limits.budget_id')
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->with(['budget'])
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->where('budgets.user_id', $this->user->id)
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->where(
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function (Builder $q5) use ($start, $end) {
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$q5->where(
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function (Builder $q1) use ($start, $end) {
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$q1->where(
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function (Builder $q2) use ($start, $end) {
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$q2->where('budget_limits.end_date', '>=', $start->format('Y-m-d 00:00:00'));
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$q2->where('budget_limits.end_date', '<=', $end->format('Y-m-d 00:00:00'));
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}
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)
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->orWhere(
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function (Builder $q3) use ($start, $end) {
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$q3->where('budget_limits.start_date', '>=', $start->format('Y-m-d 00:00:00'));
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$q3->where('budget_limits.start_date', '<=', $end->format('Y-m-d 00:00:00'));
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}
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);
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}
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)
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->orWhere(
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function (Builder $q4) use ($start, $end) {
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// or start is before start AND end is after end.
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$q4->where('budget_limits.start_date', '<=', $start->format('Y-m-d 00:00:00'));
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$q4->where('budget_limits.end_date', '>=', $end->format('Y-m-d 00:00:00'));
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}
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);
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}
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)->get(['budget_limits.*']);
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return $set;
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}
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/**
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* @param TransactionCurrency $currency
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return string
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*/
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public function getAvailableBudget(TransactionCurrency $currency, Carbon $start, Carbon $end): string
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{
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$amount = '0';
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$availableBudget = $this->user->availableBudgets()
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->where('transaction_currency_id', $currency->id)
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->where('start_date', $start->format('Y-m-d 00:00:00'))
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->where('end_date', $end->format('Y-m-d 00:00:00'))->first();
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if (null !== $availableBudget) {
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$amount = (string)$availableBudget->amount;
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}
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return $amount;
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}
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/**
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* @param Budget $budget
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return Collection
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*/
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public function getBudgetLimits(Budget $budget, Carbon $start, Carbon $end): Collection
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{
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$set = $budget->budgetlimits()
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->where(
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function (Builder $q5) use ($start, $end) {
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$q5->where(
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function (Builder $q1) use ($start, $end) {
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// budget limit ends within period
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$q1->where(
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function (Builder $q2) use ($start, $end) {
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$q2->where('budget_limits.end_date', '>=', $start->format('Y-m-d 00:00:00'));
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$q2->where('budget_limits.end_date', '<=', $end->format('Y-m-d 00:00:00'));
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}
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)
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// budget limit start within period
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->orWhere(
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function (Builder $q3) use ($start, $end) {
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$q3->where('budget_limits.start_date', '>=', $start->format('Y-m-d 00:00:00'));
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$q3->where('budget_limits.start_date', '<=', $end->format('Y-m-d 00:00:00'));
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}
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);
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}
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)
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->orWhere(
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function (Builder $q4) use ($start, $end) {
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// or start is before start AND end is after end.
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$q4->where('budget_limits.start_date', '<=', $start->format('Y-m-d 00:00:00'));
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$q4->where('budget_limits.end_date', '>=', $end->format('Y-m-d 00:00:00'));
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}
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);
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}
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)->orderBy('budget_limits.start_date', 'DESC')->get(['budget_limits.*']);
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return $set;
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}
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/**
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* This method is being used to generate the budget overview in the year/multi-year report. Its used
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* in both the year/multi-year budget overview AND in the accompanying chart.
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*
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* @param Collection $budgets
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* @param Collection $accounts
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return array
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*/
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public function getBudgetPeriodReport(Collection $budgets, Collection $accounts, Carbon $start, Carbon $end): array
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{
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$carbonFormat = Navigation::preferredCarbonFormat($start, $end);
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$data = [];
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// prep data array:
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/** @var Budget $budget */
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foreach ($budgets as $budget) {
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$data[$budget->id] = [
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'name' => $budget->name,
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'sum' => '0',
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'entries' => [],
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];
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}
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// get all transactions:
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setAccounts($accounts)->setRange($start, $end);
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$collector->setBudgets($budgets);
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$transactions = $collector->getJournals();
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// loop transactions:
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/** @var Transaction $transaction */
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foreach ($transactions as $transaction) {
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$budgetId = max((int)$transaction->transaction_journal_budget_id, (int)$transaction->transaction_budget_id);
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$date = $transaction->date->format($carbonFormat);
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$data[$budgetId]['entries'][$date] = bcadd($data[$budgetId]['entries'][$date] ?? '0', $transaction->transaction_amount);
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}
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return $data;
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}
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/**
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* @return Collection
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*/
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public function getBudgets(): Collection
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{
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/** @var Collection $set */
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$set = $this->user->budgets()->get();
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$set = $set->sortBy(
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function (Budget $budget) {
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return strtolower($budget->name);
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}
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);
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return $set;
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}
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/**
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* Get all budgets with these ID's.
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*
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* @param array $budgetIds
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*
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* @return Collection
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*/
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public function getByIds(array $budgetIds): Collection
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{
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return $this->user->budgets()->whereIn('id', $budgetIds)->get();
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}
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/**
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* @return Collection
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*/
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public function getInactiveBudgets(): Collection
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{
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/** @var Collection $set */
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$set = $this->user->budgets()->where('active', 0)->get();
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$set = $set->sortBy(
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function (Budget $budget) {
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return strtolower($budget->name);
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}
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);
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return $set;
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}
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|
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/**
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* @param Collection $accounts
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* @param Carbon $start
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* @param Carbon $end
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*
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* @return array
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*/
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public function getNoBudgetPeriodReport(Collection $accounts, Carbon $start, Carbon $end): array
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{
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$carbonFormat = Navigation::preferredCarbonFormat($start, $end);
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/** @var JournalCollectorInterface $collector */
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$collector = app(JournalCollectorInterface::class);
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$collector->setAccounts($accounts)->setRange($start, $end);
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$collector->setTypes([TransactionType::WITHDRAWAL]);
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$collector->withoutBudget();
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$transactions = $collector->getJournals();
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$result = [
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'entries' => [],
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'name' => (string)trans('firefly.no_budget'),
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'sum' => '0',
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];
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foreach ($transactions as $transaction) {
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$date = $transaction->date->format($carbonFormat);
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if (!isset($result['entries'][$date])) {
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$result['entries'][$date] = '0';
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}
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$result['entries'][$date] = bcadd($result['entries'][$date], $transaction->transaction_amount);
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}
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return $result;
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}
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/**
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* @param TransactionCurrency $currency
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* @param Carbon $start
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* @param Carbon $end
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* @param string $amount
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*
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* @return bool
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*/
|
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public function setAvailableBudget(TransactionCurrency $currency, Carbon $start, Carbon $end, string $amount): bool
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{
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$availableBudget = $this->user->availableBudgets()
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->where('transaction_currency_id', $currency->id)
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->where('start_date', $start->format('Y-m-d 00:00:00'))
|
|
->where('end_date', $end->format('Y-m-d 00:00:00'))->first();
|
|
if (null === $availableBudget) {
|
|
$availableBudget = new AvailableBudget;
|
|
$availableBudget->user()->associate($this->user);
|
|
$availableBudget->transactionCurrency()->associate($currency);
|
|
$availableBudget->start_date = $start->format('Y-m-d 00:00:00');
|
|
$availableBudget->end_date = $end->format('Y-m-d 00:00:00');
|
|
}
|
|
$availableBudget->amount = $amount;
|
|
$availableBudget->save();
|
|
|
|
return true;
|
|
}
|
|
|
|
/**
|
|
* @param User $user
|
|
*/
|
|
public function setUser(User $user)
|
|
{
|
|
$this->user = $user;
|
|
}
|
|
|
|
/**
|
|
* @param Collection $budgets
|
|
* @param Collection $accounts
|
|
* @param Carbon $start
|
|
* @param Carbon $end
|
|
*
|
|
* @return string
|
|
*/
|
|
public function spentInPeriod(Collection $budgets, Collection $accounts, Carbon $start, Carbon $end): string
|
|
{
|
|
/** @var JournalCollectorInterface $collector */
|
|
$collector = app(JournalCollectorInterface::class);
|
|
$collector->setUser($this->user);
|
|
$collector->setRange($start, $end)->setBudgets($budgets)->withBudgetInformation();
|
|
|
|
if ($accounts->count() > 0) {
|
|
$collector->setAccounts($accounts);
|
|
}
|
|
if (0 === $accounts->count()) {
|
|
$collector->setAllAssetAccounts();
|
|
}
|
|
|
|
$set = $collector->getJournals();
|
|
|
|
return (string)$set->sum('transaction_amount');
|
|
}
|
|
|
|
/**
|
|
* @param Collection $accounts
|
|
* @param Carbon $start
|
|
* @param Carbon $end
|
|
*
|
|
* @return string
|
|
*/
|
|
public function spentInPeriodWoBudget(Collection $accounts, Carbon $start, Carbon $end): string
|
|
{
|
|
/** @var JournalCollectorInterface $collector */
|
|
$collector = app(JournalCollectorInterface::class);
|
|
$collector->setUser($this->user);
|
|
$collector->setRange($start, $end)->setTypes([TransactionType::WITHDRAWAL])->withoutBudget();
|
|
|
|
if ($accounts->count() > 0) {
|
|
$collector->setAccounts($accounts);
|
|
}
|
|
if (0 === $accounts->count()) {
|
|
$collector->setAllAssetAccounts();
|
|
}
|
|
|
|
$set = $collector->getJournals();
|
|
$set = $set->filter(
|
|
function (Transaction $transaction) {
|
|
if (bccomp($transaction->transaction_amount, '0') === -1) {
|
|
return $transaction;
|
|
}
|
|
|
|
return null;
|
|
}
|
|
);
|
|
|
|
return (string)$set->sum('transaction_amount');
|
|
}
|
|
|
|
/**
|
|
* @param array $data
|
|
*
|
|
* @return Budget
|
|
*/
|
|
public function store(array $data): Budget
|
|
{
|
|
$newBudget = new Budget(
|
|
[
|
|
'user_id' => $this->user->id,
|
|
'name' => $data['name'],
|
|
]
|
|
);
|
|
$newBudget->save();
|
|
|
|
return $newBudget;
|
|
}
|
|
|
|
/**
|
|
* @param Budget $budget
|
|
* @param array $data
|
|
*
|
|
* @return Budget
|
|
*/
|
|
public function update(Budget $budget, array $data): Budget
|
|
{
|
|
// update the account:
|
|
$budget->name = $data['name'];
|
|
$budget->active = $data['active'];
|
|
$budget->save();
|
|
|
|
return $budget;
|
|
}
|
|
|
|
/**
|
|
* @param Budget $budget
|
|
* @param Carbon $start
|
|
* @param Carbon $end
|
|
* @param string $amount
|
|
*
|
|
* @return BudgetLimit
|
|
* @throws \Exception
|
|
*/
|
|
public function updateLimitAmount(Budget $budget, Carbon $start, Carbon $end, string $amount): BudgetLimit
|
|
{
|
|
$this->cleanupBudgets();
|
|
// count the limits:
|
|
$limits = $budget->budgetlimits()
|
|
->where('budget_limits.start_date', $start->format('Y-m-d 00:00:00'))
|
|
->where('budget_limits.end_date', $end->format('Y-m-d 00:00:00'))
|
|
->get(['budget_limits.*'])->count();
|
|
Log::debug(sprintf('Found %d budget limits.', $limits));
|
|
// there might be a budget limit for these dates:
|
|
/** @var BudgetLimit $limit */
|
|
$limit = $budget->budgetlimits()
|
|
->where('budget_limits.start_date', $start->format('Y-m-d 00:00:00'))
|
|
->where('budget_limits.end_date', $end->format('Y-m-d 00:00:00'))
|
|
->first(['budget_limits.*']);
|
|
|
|
// if more than 1 limit found, delete the others:
|
|
if ($limits > 1 && null !== $limit) {
|
|
Log::debug(sprintf('Found more than 1, delete all except #%d', $limit->id));
|
|
$budget->budgetlimits()
|
|
->where('budget_limits.start_date', $start->format('Y-m-d 00:00:00'))
|
|
->where('budget_limits.end_date', $end->format('Y-m-d 00:00:00'))
|
|
->where('budget_limits.id', '!=', $limit->id)->delete();
|
|
}
|
|
|
|
// delete if amount is zero.
|
|
// Returns 0 if the two operands are equal,
|
|
// 1 if the left_operand is larger than the right_operand, -1 otherwise.
|
|
if (null !== $limit && bccomp($amount, '0') <= 0) {
|
|
Log::debug(sprintf('%s is zero, delete budget limit #%d', $amount, $limit->id));
|
|
$limit->delete();
|
|
|
|
return new BudgetLimit;
|
|
}
|
|
// update if exists:
|
|
if (null !== $limit) {
|
|
Log::debug(sprintf('Existing budget limit is #%d, update this to amount %s', $limit->id, $amount));
|
|
$limit->amount = $amount;
|
|
$limit->save();
|
|
|
|
return $limit;
|
|
}
|
|
Log::debug('No existing budget limit, create a new one');
|
|
// or create one and return it.
|
|
$limit = new BudgetLimit;
|
|
$limit->budget()->associate($budget);
|
|
$limit->start_date = $start->format('Y-m-d 00:00:00');
|
|
$limit->end_date = $end->format('Y-m-d 00:00:00');
|
|
$limit->amount = $amount;
|
|
$limit->save();
|
|
Log::debug(sprintf('Created new budget limit with ID #%d and amount %s', $limit->id, $amount));
|
|
|
|
return $limit;
|
|
}
|
|
}
|