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Improve budget limit.

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This commit is contained in:
James Cole
2025-08-03 17:42:07 +02:00
parent 56f1eb03e0
commit 4ff5f5883d
13 changed files with 244 additions and 71 deletions
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9
app/Api/V1/Controllers/Models/Budget/ListController.php
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@@ -32,6 +32,7 @@ use FireflyIII\Models\Budget;
use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
use FireflyIII\Support\Http\Api\TransactionFilter;
use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
use FireflyIII\Transformers\AttachmentTransformer;
use FireflyIII\Transformers\BudgetLimitTransformer;
@@ -117,6 +118,14 @@ class ListController extends Controller
$paginator = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
$paginator->setPath(route('api.v1.budgets.budget-limits', [$budget->id]).$this->buildParams());
// enrich
/** @var User $admin */
$admin = auth()->user();
$enrichment = new BudgetLimitEnrichment();
$enrichment->setUser($admin);
$budgetLimits = $enrichment->enrich($budgetLimits);
/** @var BudgetLimitTransformer $transformer */
$transformer = app(BudgetLimitTransformer::class);
$transformer->setParameters($this->parameters);

23
app/Api/V1/Controllers/Models/BudgetLimit/ShowController.php
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@@ -31,6 +31,7 @@ use FireflyIII\Models\Budget;
use FireflyIII\Models\BudgetLimit;
use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
use FireflyIII\Transformers\BudgetLimitTransformer;
use FireflyIII\User;
use Illuminate\Http\JsonResponse;
@@ -84,6 +85,14 @@ class ShowController extends Controller
$paginator = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
$paginator->setPath(route('api.v1.budgets.limits.index', [$budget->id]).$this->buildParams());
// enrich
/** @var User $admin */
$admin = auth()->user();
$enrichment = new BudgetLimitEnrichment();
$enrichment->setUser($admin);
$budgetLimits = $enrichment->enrich($budgetLimits);
/** @var BudgetLimitTransformer $transformer */
$transformer = app(BudgetLimitTransformer::class);
$transformer->setParameters($this->parameters);
@@ -113,6 +122,13 @@ class ShowController extends Controller
$paginator = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
$paginator->setPath(route('api.v1.budget-limits.index').$this->buildParams());
// enrich
/** @var User $admin */
$admin = auth()->user();
$enrichment = new BudgetLimitEnrichment();
$enrichment->setUser($admin);
$budgetLimits = $enrichment->enrich($budgetLimits);
/** @var BudgetLimitTransformer $transformer */
$transformer = app(BudgetLimitTransformer::class);
$transformer->setParameters($this->parameters);
@@ -137,6 +153,13 @@ class ShowController extends Controller
// continue!
$manager = $this->getManager();
// enrich
/** @var User $admin */
$admin = auth()->user();
$enrichment = new BudgetLimitEnrichment();
$enrichment->setUser($admin);
$budgetLimit = $enrichment->enrichSingle($budgetLimit);
/** @var BudgetLimitTransformer $transformer */
$transformer = app(BudgetLimitTransformer::class);
$transformer->setParameters($this->parameters);

8
app/Api/V1/Controllers/Models/BudgetLimit/StoreController.php
View File

@@ -28,6 +28,7 @@ use FireflyIII\Api\V1\Controllers\Controller;
use FireflyIII\Api\V1\Requests\Models\BudgetLimit\StoreRequest;
use FireflyIII\Models\Budget;
use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
use FireflyIII\Transformers\BudgetLimitTransformer;
use FireflyIII\User;
use Illuminate\Http\JsonResponse;
@@ -74,6 +75,13 @@ class StoreController extends Controller
$budgetLimit = $this->blRepository->store($data);
$manager = $this->getManager();
// enrich
/** @var User $admin */
$admin = auth()->user();
$enrichment = new BudgetLimitEnrichment();
$enrichment->setUser($admin);
$budgetLimit = $enrichment->enrichSingle($budgetLimit);
/** @var BudgetLimitTransformer $transformer */
$transformer = app(BudgetLimitTransformer::class);
$transformer->setParameters($this->parameters);

8
app/Api/V1/Controllers/Models/BudgetLimit/UpdateController.php
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@@ -30,6 +30,7 @@ use FireflyIII\Exceptions\FireflyException;
use FireflyIII\Models\Budget;
use FireflyIII\Models\BudgetLimit;
use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
use FireflyIII\Transformers\BudgetLimitTransformer;
use FireflyIII\User;
use Illuminate\Http\JsonResponse;
@@ -80,6 +81,13 @@ class UpdateController extends Controller
$budgetLimit = $this->blRepository->update($budgetLimit, $data);
$manager = $this->getManager();
// enrich
/** @var User $admin */
$admin = auth()->user();
$enrichment = new BudgetLimitEnrichment();
$enrichment->setUser($admin);
$budgetLimit = $enrichment->enrich($budgetLimit);
/** @var BudgetLimitTransformer $transformer */
$transformer = app(BudgetLimitTransformer::class);
$transformer->setParameters($this->parameters);

8
app/Api/V1/Controllers/Models/TransactionCurrency/ListController.php
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@@ -43,6 +43,7 @@ use FireflyIII\Repositories\Rule\RuleRepositoryInterface;
use FireflyIII\Support\Http\Api\AccountFilter;
use FireflyIII\Support\Http\Api\TransactionFilter;
use FireflyIII\Support\JsonApi\Enrichments\AccountEnrichment;
use FireflyIII\Support\JsonApi\Enrichments\BudgetLimitEnrichment;
use FireflyIII\Support\JsonApi\Enrichments\SubscriptionEnrichment;
use FireflyIII\Support\JsonApi\Enrichments\TransactionGroupEnrichment;
use FireflyIII\Transformers\AccountTransformer;
@@ -227,6 +228,13 @@ class ListController extends Controller
$paginator = new LengthAwarePaginator($budgetLimits, $count, $pageSize, $this->parameters->get('page'));
$paginator->setPath(route('api.v1.currencies.budget-limits', [$currency->code]).$this->buildParams());
// enrich
/** @var User $admin */
$admin = auth()->user();
$enrichment = new BudgetLimitEnrichment();
$enrichment->setUser($admin);
$budgetLimits = $enrichment->enrich($budgetLimits);
/** @var BudgetLimitTransformer $transformer */
$transformer = app(BudgetLimitTransformer::class);
$transformer->setParameters($this->parameters);

130
app/Support/JsonApi/Enrichments/BudgetLimitEnrichment.php Normal file
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@@ -0,0 +1,130 @@
<?php
namespace FireflyIII\Support\JsonApi\Enrichments;
use Carbon\Carbon;
use FireflyIII\Models\Budget;
use FireflyIII\Models\BudgetLimit;
use FireflyIII\Models\Note;
use FireflyIII\Models\TransactionCurrency;
use FireflyIII\Models\UserGroup;
use FireflyIII\Repositories\Budget\OperationsRepository;
use FireflyIII\Support\Facades\Amount;
use FireflyIII\User;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Support\Collection;
use Illuminate\Support\Facades\Log;
class BudgetLimitEnrichment implements EnrichmentInterface
{
private User $user;
private UserGroup $userGroup;
private Collection $collection;
private array $ids = [];
private array $notes = [];
private Carbon $start;
private Carbon $end;
private Collection $budgets;
private array $expenses = [];
private array $pcExpenses = [];
private bool $convertToPrimary = true;
private TransactionCurrency $primaryCurrency;
public function __construct()
{
$this->convertToPrimary = Amount::convertToPrimary();
$this->primaryCurrency = Amount::getPrimaryCurrency();
}
public function enrich(Collection $collection): Collection
{
$this->collection = $collection;
$this->collectIds();
$this->collectNotes();
$this->collectBudgets();
$this->appendCollectedData();
return $this->collection;
}
public function enrichSingle(Model|array $model): array|Model
{
Log::debug(__METHOD__);
$collection = new Collection()->push($model);
$collection = $this->enrich($collection);
return $collection->first();
}
public function setUser(User $user): void
{
$this->user = $user;
$this->userGroup = $user->userGroup;
}
public function setUserGroup(UserGroup $userGroup): void
{
$this->userGroup = $userGroup;
}
private function collectIds(): void
{
$this->start = $this->collection->min('start_date');
$this->end = $this->collection->max('end_date');
/** @var BudgetLimit $limit */
foreach ($this->collection as $limit) {
$this->ids[] = (int)$limit->id;
}
$this->ids = array_unique($this->ids);
}
private function collectNotes(): void
{
$notes = Note::query()->whereIn('noteable_id', $this->ids)
->whereNotNull('notes.text')
->where('notes.text', '!=', '')
->where('noteable_type', BudgetLimit::class)->get(['notes.noteable_id', 'notes.text'])->toArray();
foreach ($notes as $note) {
$this->notes[(int)$note['noteable_id']] = (string)$note['text'];
}
Log::debug(sprintf('Enrich with %d note(s)', count($this->notes)));
}
private function appendCollectedData(): void
{
$this->collection = $this->collection->map(function (BudgetLimit $item) {
$id = (int)$item->id;
$meta = [
'notes' => $this->notes[$id] ?? null,
'spent' => $this->expenses[$id] ?? [],
'pc_spent' => $this->pcExpenses[$id] ?? [],
];
$item->meta = $meta;
return $item;
});
}
private function collectBudgets(): void
{
$budgetIds = $this->collection->pluck('budget_id')->unique()->toArray();
$this->budgets = Budget::whereIn('id', $budgetIds)->get();
$repository = app(OperationsRepository::class);
$repository->setUser($this->user);
$expenses = $repository->collectExpenses($this->start, $this->end, null, $this->budgets, null);
/** @var BudgetLimit $budgetLimit */
foreach ($this->collection as $budgetLimit) {
$id = (int)$budgetLimit->id;
$filteredExpenses = $repository->sumCollectedExpenses($expenses, $budgetLimit->start_date, $budgetLimit->end_date, $budgetLimit->transactionCurrency, false);
$this->expenses[$id] = array_values($filteredExpenses);
if (true === $this->convertToPrimary && $budgetLimit->transactionCurrency->id !== $this->primaryCurrency->id) {
$pcFilteredExpenses = $repository->sumCollectedExpenses($expenses, $budgetLimit->start_date, $budgetLimit->end_date, $budgetLimit->transactionCurrency, true);
$this->pcExpenses[$id] = array_values($pcFilteredExpenses);
}
if (true === $this->convertToPrimary && $budgetLimit->transactionCurrency->id === $this->primaryCurrency->id) {
$this->pcExpenses[$id] = $this->expenses[$id];
}
}
}
}

4
app/Transformers/AvailableBudgetTransformer.php
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@@ -51,11 +51,11 @@ class AvailableBudgetTransformer extends AbstractTransformer
public function transform(AvailableBudget $availableBudget): array
{
$currency = $availableBudget->transactionCurrency;
$amount = app('steam')->bcround($availableBudget->amount, $currency->decimal_places);
$amount = Steam::bcround($availableBudget->amount, $currency->decimal_places);
$pcAmount = null;
if ($this->convertToPrimary) {
$pcAmount = app('steam')->bcround($availableBudget->native_amount, $this->primary->decimal_places);
$pcAmount = Steam::bcround($availableBudget->native_amount, $this->primary->decimal_places);
}
$data = [

84
app/Transformers/BudgetLimitTransformer.php
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@@ -26,10 +26,8 @@ namespace FireflyIII\Transformers;
use FireflyIII\Models\BudgetLimit;
use FireflyIII\Models\TransactionCurrency;
use FireflyIII\Repositories\Budget\BudgetLimitRepositoryInterface;
use FireflyIII\Repositories\Budget\OperationsRepository;
use FireflyIII\Support\Facades\Amount;
use Illuminate\Support\Collection;
use FireflyIII\Support\Facades\Steam;
use League\Fractal\Resource\Item;
/**
@@ -42,11 +40,11 @@ class BudgetLimitTransformer extends AbstractTransformer
'budget',
];
protected bool $convertToPrimary;
protected TransactionCurrency $primary;
protected TransactionCurrency $primaryCurrency;
public function __construct()
{
$this->primary = Amount::getPrimaryCurrency();
$this->primaryCurrency = Amount::getPrimaryCurrency();
$this->convertToPrimary = Amount::convertToPrimary();
}
@@ -65,39 +63,19 @@ class BudgetLimitTransformer extends AbstractTransformer
*/
public function transform(BudgetLimit $budgetLimit): array
{
$repository = app(OperationsRepository::class);
$limitRepos = app(BudgetLimitRepositoryInterface::class);
$repository->setUser($budgetLimit->budget->user);
$limitRepos->setUser($budgetLimit->budget->user);
$expenses = $repository->sumExpenses(
$budgetLimit->start_date,
$budgetLimit->end_date,
null,
new Collection([$budgetLimit->budget]),
$budgetLimit->transactionCurrency
);
$currency = $budgetLimit->transactionCurrency;
$amount = $budgetLimit->amount;
$notes = $limitRepos->getNoteText($budgetLimit);
$currencyDecimalPlaces = 2;
$currencyId = null;
$currencyName = null;
$currencyCode = null;
$currencySymbol = null;
if (null !== $currency) {
$amount = $budgetLimit->amount;
$currencyId = $currency->id;
$currencyName = $currency->name;
$currencyCode = $currency->code;
$currencySymbol = $currency->symbol;
$currencyDecimalPlaces = $currency->decimal_places;
}
$amount = app('steam')->bcround($amount, $currencyDecimalPlaces);
$primary = $this->primary;
if (!$this->convertToPrimary) {
$primary = null;
}
$currency = $budgetLimit->transactionCurrency;
if (null === $currency) {
$currency = $this->primaryCurrency;
}
$amount = Steam::bcround($budgetLimit->amount, $currency->decimal_places);
$pcAmount = null;
if ($this->convertToPrimary && $currency->id === $this->primaryCurrency->id) {
$pcAmount = $amount;
}
if ($this->convertToPrimary && $currency->id !== $this->primaryCurrency->id) {
$pcAmount = Steam::bcround($budgetLimit->native_amount, $this->primaryCurrency->decimal_places);
}
return [
'id' => (string)$budgetLimit->id,
@@ -106,20 +84,28 @@ class BudgetLimitTransformer extends AbstractTransformer
'start' => $budgetLimit->start_date->toAtomString(),
'end' => $budgetLimit->end_date->endOfDay()->toAtomString(),
'budget_id' => (string)$budgetLimit->budget_id,
'currency_id' => (string)$currencyId,
'currency_code' => $currencyCode,
'currency_name' => $currencyName,
'currency_decimal_places' => $currencyDecimalPlaces,
'currency_symbol' => $currencySymbol,
'primary_currency_id' => $primary instanceof TransactionCurrency ? (string)$primary->id : null,
'primary_currency_code' => $primary?->code,
'primary_currency_symbol' => $primary?->symbol,
'primary_currency_decimal_places' => $primary?->decimal_places,
// currency settings according to 6.3.0
'object_has_currency_setting' => true,
'currency_id' => (string)$currency->id,
'currency_name' => $currency->name,
'currency_code' => $currency->code,
'currency_symbol' => $currency->symbol,
'currency_decimal_places' => $currency->decimal_places,
'primary_currency_id' => (int)$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,
'amount' => $amount,
'pc_amount' => $this->convertToPrimary ? app('steam')->bcround($budgetLimit->native_amount, $primary->decimal_places) : null,
'pc_amount' => $pcAmount,
'period' => $budgetLimit->period,
'spent' => $expenses[$currencyId]['sum'] ?? '0', // will be in primary currency if convertToPrimary.
'notes' => '' === $notes ? null : $notes,
'spent' => $budgetLimit->meta['spent'],
'pc_spent' => $budgetLimit->meta['pc_spent'],
'notes' => $budgetLimit->meta['notes'],
'links' => [
[
'rel' => 'self',

7
app/Transformers/BudgetTransformer.php
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@@ -30,6 +30,7 @@ use FireflyIII\Models\TransactionCurrency;
use FireflyIII\Repositories\Budget\BudgetRepositoryInterface;
use FireflyIII\Repositories\Budget\OperationsRepositoryInterface;
use FireflyIII\Support\Facades\Amount;
use FireflyIII\Support\Facades\Steam;
use Illuminate\Support\Collection;
use Symfony\Component\HttpFoundation\ParameterBag;
@@ -91,8 +92,8 @@ class BudgetTransformer extends AbstractTransformer
}
if (null !== $autoBudget) {
$abType = $types[$autoBudget->auto_budget_type];
$abAmount = app('steam')->bcround($autoBudget->amount, $currency->decimal_places);
$abPrimary = $this->convertToPrimary ? app('steam')->bcround($autoBudget->native_amount, $primary->decimal_places) : null;
$abAmount = Steam::bcround($autoBudget->amount, $currency->decimal_places);
$abPrimary = $this->convertToPrimary ? Steam::bcround($autoBudget->native_amount, $primary->decimal_places) : null;
$abPeriod = $autoBudget->period;
}
@@ -136,7 +137,7 @@ class BudgetTransformer extends AbstractTransformer
{
$return = [];
foreach ($array as $data) {
$data['sum'] = app('steam')->bcround($data['sum'], (int) $data['currency_decimal_places']);
$data['sum'] = Steam::bcround($data['sum'], (int) $data['currency_decimal_places']);
$return[] = $data;
}

2
app/Transformers/CategoryTransformer.php
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@@ -99,7 +99,7 @@ class CategoryTransformer extends AbstractTransformer
{
$return = [];
foreach ($array as $data) {
$data['sum'] = app('steam')->bcround($data['sum'], (int)$data['currency_decimal_places']);
$data['sum'] = Steam::bcround($data['sum'], (int)$data['currency_decimal_places']);
$return[] = $data;
}

2
app/Transformers/PiggyBankEventTransformer.php
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@@ -75,7 +75,7 @@ class PiggyBankEventTransformer extends AbstractTransformer
'id' => (string) $event->id,
'created_at' => $event->created_at?->toAtomString(),
'updated_at' => $event->updated_at?->toAtomString(),
'amount' => app('steam')->bcround($event->amount, $currency->decimal_places),
'amount' => Steam::bcround($event->amount, $currency->decimal_places),
'currency_id' => (string) $currency->id,
'currency_code' => $currency->code,
'currency_symbol' => $currency->symbol,

6
app/Transformers/PiggyBankTransformer.php
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@@ -88,9 +88,9 @@ class PiggyBankTransformer extends AbstractTransformer
if (0 !== bccomp($targetAmount, '0')) { // target amount is not 0.00
$leftToSave = bcsub($piggyBank->target_amount, $currentAmount);
$percentage = (int) bcmul(bcdiv($currentAmount, $targetAmount), '100');
$targetAmount = app('steam')->bcround($targetAmount, $currency->decimal_places);
$leftToSave = app('steam')->bcround($leftToSave, $currency->decimal_places);
$savePerMonth = app('steam')->bcround($this->piggyRepos->getSuggestedMonthlyAmount($piggyBank), $currency->decimal_places);
$targetAmount = Steam::bcround($targetAmount, $currency->decimal_places);
$leftToSave = Steam::bcround($leftToSave, $currency->decimal_places);
$savePerMonth = Steam::bcround($this->piggyRepos->getSuggestedMonthlyAmount($piggyBank), $currency->decimal_places);
}
$startDate = $piggyBank->start_date?->format('Y-m-d');
$targetDate = $piggyBank->target_date?->format('Y-m-d');

4
app/Transformers/RecurrenceTransformer.php
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@@ -193,10 +193,10 @@ class RecurrenceTransformer extends AbstractTransformer
$destinationType = $destinationAccount->accountType->type;
$destinationIban = $destinationAccount->iban;
}
$amount = app('steam')->bcround($transaction->amount, $transaction->transactionCurrency->decimal_places);
$amount = Steam::bcround($transaction->amount, $transaction->transactionCurrency->decimal_places);
$foreignAmount = null;
if (null !== $transaction->foreign_currency_id && null !== $transaction->foreign_amount) {
$foreignAmount = app('steam')->bcround($transaction->foreign_amount, $foreignCurrencyDp);
$foreignAmount = Steam::bcround($transaction->foreign_amount, $foreignCurrencyDp);
}
$transactionArray = [
'id' => (string) $transaction->id,