kenmirrors/firefly-iii
1
0
Fork 0
mirror of https://github.com/firefly-iii/firefly-iii.git synced 2025-10-16 09:22:33 +00:00
Code Issues Projects Releases Wiki Activity

Fix charts and balances.

Browse Source
This commit is contained in:
James Cole
2024-12-26 05:11:32 +01:00
parent 756bb9cf5e
commit 6d22663ca2
6 changed files with 361 additions and 201 deletions
Download Patch File Download Diff File Expand all files Collapse all files

298
app/Http/Controllers/Chart/AccountController.php
View File

@@ -30,7 +30,6 @@ use FireflyIII\Generator\Chart\Basic\GeneratorInterface;
use FireflyIII\Helpers\Collector\GroupCollectorInterface;
use FireflyIII\Http\Controllers\Controller;
use FireflyIII\Models\Account;
use FireflyIII\Models\AccountType;
use FireflyIII\Models\TransactionCurrency;
use FireflyIII\Models\TransactionType;
use FireflyIII\Repositories\Account\AccountRepositoryInterface;
@@ -86,11 +85,11 @@ class AccountController extends Controller
Log::debug('RevenueAccounts');
/** @var Carbon $start */
$start = clone session('start', today(config('app.timezone'))->startOfMonth());
$start = clone session('start', today(config('app.timezone'))->startOfMonth());
/** @var Carbon $end */
$end = clone session('end', today(config('app.timezone'))->endOfMonth());
$cache = new CacheProperties();
$end = clone session('end', today(config('app.timezone'))->endOfMonth());
$cache = new CacheProperties();
$cache->addProperty($start);
$cache->addProperty($end);
$cache->addProperty($this->convertToNative);
@@ -101,14 +100,14 @@ class AccountController extends Controller
$start->subDay();
// prep some vars:
$currencies = [];
$chartData = [];
$tempData = [];
$default = Amount::getDefaultCurrency();
$currencies = [];
$chartData = [];
$tempData = [];
$default = Amount::getDefaultCurrency();
// grab all accounts and names
$accounts = $this->accountRepository->getAccountsByType([AccountTypeEnum::EXPENSE->value]);
$accountNames = $this->extractNames($accounts);
$accounts = $this->accountRepository->getAccountsByType([AccountTypeEnum::EXPENSE->value]);
$accountNames = $this->extractNames($accounts);
// grab all balances
$startBalances = app('steam')->finalAccountsBalance($accounts, $start);
@@ -140,13 +139,13 @@ class AccountController extends Controller
continue;
}
Log::debug(sprintf('Will process expense array "%s" with amount %s', $key, $endBalance));
$searchCode = $this->convertToNative ? $default->code : $key;
$searchCode = $this->convertToNative ? $default->code : $key;
Log::debug(sprintf('Search code is %s', $searchCode));
// see if there is an accompanying start amount.
// grab the difference and find the currency.
$startBalance = ($startBalances[$account->id][$key] ?? '0');
Log::debug(sprintf('Start balance is %s', $startBalance));
$diff = bcsub($endBalance, $startBalance);
$diff = bcsub($endBalance, $startBalance);
$currencies[$searchCode] ??= $this->currencyRepository->findByCode($searchCode);
if (0 !== bccomp($diff, '0')) {
// store the values in a temporary array.
@@ -164,10 +163,10 @@ class AccountController extends Controller
foreach ($currencies as $currency) {
$newCurrencies[$currency->id] = $currency;
}
$currencies = $newCurrencies;
$currencies = $newCurrencies;
// sort temp array by amount.
$amounts = array_column($tempData, 'diff_float');
$amounts = array_column($tempData, 'diff_float');
array_multisort($amounts, SORT_DESC, $tempData);
// loop all found currencies and build the data array for the chart.
@@ -178,12 +177,12 @@ class AccountController extends Controller
foreach ($currencies as $currencyId => $currency) {
$dataSet
= [
'label' => (string) trans('firefly.spent'),
'type' => 'bar',
'currency_symbol' => $currency->symbol,
'currency_code' => $currency->code,
'entries' => $this->expandNames($tempData),
];
'label' => (string) trans('firefly.spent'),
'type' => 'bar',
'currency_symbol' => $currency->symbol,
'currency_code' => $currency->code,
'entries' => $this->expandNames($tempData),
];
$chartData[$currencyId] = $dataSet;
}
@@ -194,7 +193,7 @@ class AccountController extends Controller
$chartData[$currencyId]['entries'][$name] = (float) $entry['difference'];
}
$data = $this->generator->multiSet($chartData);
$data = $this->generator->multiSet($chartData);
$cache->store($data);
return response()->json($data);
@@ -216,7 +215,7 @@ class AccountController extends Controller
*/
public function expenseBudget(Account $account, Carbon $start, Carbon $end): JsonResponse
{
$cache = new CacheProperties();
$cache = new CacheProperties();
$cache->addProperty($account->id);
$cache->addProperty($start);
$cache->addProperty($end);
@@ -235,9 +234,9 @@ class AccountController extends Controller
/** @var array $journal */
foreach ($journals as $journal) {
$budgetId = (int) $journal['budget_id'];
$key = sprintf('%d-%d', $budgetId, $journal['currency_id']);
$budgetIds[] = $budgetId;
$budgetId = (int) $journal['budget_id'];
$key = sprintf('%d-%d', $budgetId, $journal['currency_id']);
$budgetIds[] = $budgetId;
if (!array_key_exists($key, $result)) {
$result[$key] = [
'total' => '0',
@@ -250,7 +249,7 @@ class AccountController extends Controller
$result[$key]['total'] = bcadd($journal['amount'], $result[$key]['total']);
}
$names = $this->getBudgetNames($budgetIds);
$names = $this->getBudgetNames($budgetIds);
foreach ($result as $row) {
$budgetId = $row['budget_id'];
@@ -259,7 +258,7 @@ class AccountController extends Controller
$chartData[$label] = ['amount' => $row['total'], 'currency_symbol' => $row['currency_symbol'], 'currency_code' => $row['currency_code']];
}
$data = $this->generator->multiCurrencyPieChart($chartData);
$data = $this->generator->multiCurrencyPieChart($chartData);
$cache->store($data);
return response()->json($data);
@@ -281,7 +280,7 @@ class AccountController extends Controller
*/
public function expenseCategory(Account $account, Carbon $start, Carbon $end): JsonResponse
{
$cache = new CacheProperties();
$cache = new CacheProperties();
$cache->addProperty($account->id);
$cache->addProperty($start);
$cache->addProperty($end);
@@ -299,7 +298,7 @@ class AccountController extends Controller
/** @var array $journal */
foreach ($journals as $journal) {
$key = sprintf('%d-%d', $journal['category_id'], $journal['currency_id']);
$key = sprintf('%d-%d', $journal['category_id'], $journal['currency_id']);
if (!array_key_exists($key, $result)) {
$result[$key] = [
'total' => '0',
@@ -311,7 +310,7 @@ class AccountController extends Controller
}
$result[$key]['total'] = bcadd($journal['amount'], $result[$key]['total']);
}
$names = $this->getCategoryNames(array_keys($result));
$names = $this->getCategoryNames(array_keys($result));
foreach ($result as $row) {
$categoryId = $row['category_id'];
@@ -320,7 +319,7 @@ class AccountController extends Controller
$chartData[$label] = ['amount' => $row['total'], 'currency_symbol' => $row['currency_symbol'], 'currency_code' => $row['currency_code']];
}
$data = $this->generator->multiCurrencyPieChart($chartData);
$data = $this->generator->multiCurrencyPieChart($chartData);
$cache->store($data);
return response()->json($data);
@@ -333,9 +332,9 @@ class AccountController extends Controller
* */
public function frontpage(AccountRepositoryInterface $repository): JsonResponse
{
$start = clone session('start', today(config('app.timezone'))->startOfMonth());
$end = clone session('end', today(config('app.timezone'))->endOfMonth());
$defaultSet = $repository->getAccountsByType([AccountTypeEnum::DEFAULT->value, AccountTypeEnum::ASSET->value])->pluck('id')->toArray();
$start = clone session('start', today(config('app.timezone'))->startOfMonth());
$end = clone session('end', today(config('app.timezone'))->endOfMonth());
$defaultSet = $repository->getAccountsByType([AccountTypeEnum::DEFAULT->value, AccountTypeEnum::ASSET->value])->pluck('id')->toArray();
Log::debug('Default set is ', $defaultSet);
$frontpage = app('preferences')->get('frontpageAccounts', $defaultSet);
$frontpageArray = !is_array($frontpage->data) ? [] : $frontpage->data;
@@ -344,7 +343,7 @@ class AccountController extends Controller
app('preferences')->set('frontpageAccounts', $defaultSet);
Log::debug('frontpage set is empty!');
}
$accounts = $repository->getAccountsById($frontpageArray);
$accounts = $repository->getAccountsById($frontpageArray);
return response()->json($this->accountBalanceChart($accounts, $start, $end));
}
@@ -365,7 +364,7 @@ class AccountController extends Controller
*/
public function incomeCategory(Account $account, Carbon $start, Carbon $end): JsonResponse
{
$cache = new CacheProperties();
$cache = new CacheProperties();
$cache->addProperty($account->id);
$cache->addProperty($start);
$cache->addProperty($end);
@@ -385,7 +384,7 @@ class AccountController extends Controller
/** @var array $journal */
foreach ($journals as $journal) {
$key = sprintf('%d-%d', $journal['category_id'], $journal['currency_id']);
$key = sprintf('%d-%d', $journal['category_id'], $journal['currency_id']);
if (!array_key_exists($key, $result)) {
$result[$key] = [
'total' => '0',
@@ -398,14 +397,14 @@ class AccountController extends Controller
$result[$key]['total'] = bcadd($journal['amount'], $result[$key]['total']);
}
$names = $this->getCategoryNames(array_keys($result));
$names = $this->getCategoryNames(array_keys($result));
foreach ($result as $row) {
$categoryId = $row['category_id'];
$name = $names[$categoryId] ?? '(unknown)';
$label = (string) trans('firefly.name_in_currency', ['name' => $name, 'currency' => $row['currency_name']]);
$chartData[$label] = ['amount' => $row['total'], 'currency_symbol' => $row['currency_symbol'], 'currency_code' => $row['currency_code']];
}
$data = $this->generator->multiCurrencyPieChart($chartData);
$data = $this->generator->multiCurrencyPieChart($chartData);
$cache->store($data);
return response()->json($data);
@@ -418,59 +417,103 @@ class AccountController extends Controller
*/
public function period(Account $account, Carbon $start, Carbon $end): JsonResponse
{
$chartData = [];
$cache = new CacheProperties();
Log::debug('Now in period()');
$chartData = [];
$cache = new CacheProperties();
$cache->addProperty('chart.account.period');
$cache->addProperty($start);
$cache->addProperty($end);
$cache->addProperty($this->convertToNative);
$cache->addProperty($account->id);
if ($cache->has()) {
return response()->json($cache->get());
}
$currencies = $this->accountRepository->getUsedCurrencies($account);
// if the account is not expense or revenue, just use the account's default currency.
if (!in_array($account->accountType->type, [AccountType::REVENUE, AccountType::EXPENSE], true)) {
$currencies = [$this->accountRepository->getAccountCurrency($account) ?? app('amount')->getDefaultCurrency()];
// return response()->json($cache->get());
}
/** @var TransactionCurrency $currency */
foreach ($currencies as $currency) {
$chartData[] = $this->periodByCurrency($start, $end, $account, $currency);
// collect and filter balances for the entire period.
$step = $this->calculateStep($start, $end);
Log::debug(sprintf('Step is %s', $step));
$locale = app('steam')->getLocale();
$return = [];
// fix for issue https://github.com/firefly-iii/firefly-iii/issues/8041
// have to make sure this chart is always based on the balance at the END of the period.
// This period depends on the size of the chart
$current = clone $start;
$current = app('navigation')->endOfX($current, $step, null);
$format = (string) trans('config.month_and_day_js', [], $locale);
$accountCurrency = $this->accountRepository->getAccountCurrency($account);
Log::debug('One');
$range = Steam::finalAccountBalanceInRange($account, $start, $end, $this->convertToNative);
Log::debug('Two');
$range = Steam::filterAccountBalances($range, $account, $this->convertToNative, $accountCurrency);
Log::debug('Three');
$previous = array_values($range)[0];
$accountCurrency = $accountCurrency ?? $this->defaultCurrency; // do this AFTER getting the balances.
while ($end >= $current) {
$theDate = $current->format('Y-m-d');
// each day contains multiple balances, and this may even be different over time.
$momentBalance = $range[$theDate] ?? $previous;
$return = $this->updateChartKeys($return, $momentBalance);
// process each balance thing.
foreach($momentBalance as $key => $amount) {
$label = $current->isoFormat($format);
$return[$key]['entries'][$label] = $amount;
}
$current = app('navigation')->addPeriod($current, $step, 0);
// here too, to fix #8041, the data is corrected to the end of the period.
$current = app('navigation')->endOfX($current, $step, null);
$previous = $momentBalance;
}
// second loop (yes) to create nice array with info! Yay!
$chartData = [];
foreach($return as $key => $info) {
if(3 === strlen($key)) {
// assume it's a currency:
$setCurrency = $this->currencyRepository->findByCode($key);
$info['currency_symbol'] = $setCurrency->symbol;
$info['currency_code'] = $setCurrency->code;
$info['label'] = sprintf('%s (%s)', $account->name, $setCurrency->symbol);
}
if('balance' === $key) {
$info['currency_symbol'] = $accountCurrency->symbol;
$info['currency_code'] = $accountCurrency->code;
$info['label'] = sprintf('%s (%s)', $account->name, $accountCurrency->symbol);
}
if('native_balance' === $key) {
$info['currency_symbol'] = $this->defaultCurrency->symbol;
$info['currency_code'] = $this->defaultCurrency->code;
$info['label'] = sprintf('%s (%s) (%s)', $account->name, (string)trans('firefly.sum'), $this->defaultCurrency->symbol);
}
$chartData[] = $info;
}
$data = $this->generator->multiSet($chartData);
$data = $this->generator->multiSet($chartData);
$cache->store($data);
return response()->json($data);
}
/**
* @throws FireflyException
*/
private function periodByCurrency(Carbon $start, Carbon $end, Account $account, TransactionCurrency $currency): array
{
Log::debug(sprintf('Now in periodByCurrency("%s", "%s", %s, "%s")', $start->format('Y-m-d'), $end->format('Y-m-d'), $account->id, $currency->code));
$locale = app('steam')->getLocale();
$step = $this->calculateStep($start, $end);
$result = [
var_dump($chartData);exit;
$result = [
'label' => sprintf('%s (%s)', $account->name, $currency->symbol),
'currency_symbol' => $currency->symbol,
'currency_code' => $currency->code,
];
$entries = [];
$current = clone $start;
Log::debug(sprintf('Step is %s', $step));
$entries = [];
$current = clone $start;
// fix for issue https://github.com/firefly-iii/firefly-iii/issues/8041
// have to make sure this chart is always based on the balance at the END of the period.
// This period depends on the size of the chart
$current = app('navigation')->endOfX($current, $step, null);
Log::debug(sprintf('$current date is %s', $current->format('Y-m-d')));
if ('1D' === $step) {
// per day the entire period, balance for every day.
$format = (string) trans('config.month_and_day_js', [], $locale);
$range = app('steam')->finalAccountBalanceInRange($account, $start, $end);
$range = app('steam')->finalAccountBalanceInRange($account, $start, $end, $this->convertToNative);
$previous = array_values($range)[0];
while ($end >= $current) {
$theDate = $current->format('Y-m-d');
@@ -489,7 +532,70 @@ class AccountController extends Controller
$entries[$label] = $balance;
$current = app('navigation')->addPeriod($current, $step, 0);
// here too, to fix #8041, the data is corrected to the end of the period.
$current = app('navigation')->endOfX($current, $step, null);
$current = app('navigation')->endOfX($current, $step, null);
}
}
$result['entries'] = $entries;
return $result;
/** @var TransactionCurrency $currency */
foreach ($currencies as $currency) {
$chartData[] = $this->periodByCurrency($start, $end, $account, $currency);
}
$data = $this->generator->multiSet($chartData);
$cache->store($data);
return response()->json($data);
}
/**
* @throws FireflyException
*/
private function periodByCurrency(Carbon $start, Carbon $end, Account $account, TransactionCurrency $currency): array
{
Log::debug(sprintf('Now in periodByCurrency("%s", "%s", %s, "%s")', $start->format('Y-m-d'), $end->format('Y-m-d'), $account->id, $currency->code));
$locale = app('steam')->getLocale();
$step = $this->calculateStep($start, $end);
$result = [
'label' => sprintf('%s (%s)', $account->name, $currency->symbol),
'currency_symbol' => $currency->symbol,
'currency_code' => $currency->code,
];
$entries = [];
$current = clone $start;
Log::debug(sprintf('Step is %s', $step));
// fix for issue https://github.com/firefly-iii/firefly-iii/issues/8041
// have to make sure this chart is always based on the balance at the END of the period.
// This period depends on the size of the chart
$current = app('navigation')->endOfX($current, $step, null);
Log::debug(sprintf('$current date is %s', $current->format('Y-m-d')));
if ('1D' === $step) {
// per day the entire period, balance for every day.
$format = (string) trans('config.month_and_day_js', [], $locale);
$range = app('steam')->finalAccountBalanceInRange($account, $start, $end, $this->convertToNative);
$previous = array_values($range)[0];
while ($end >= $current) {
$theDate = $current->format('Y-m-d');
$balance = $range[$theDate]['balance'] ?? $previous;
$label = $current->isoFormat($format);
$entries[$label] = (float) $balance;
$previous = $balance;
$current->addDay();
}
}
if ('1W' === $step || '1M' === $step || '1Y' === $step) {
while ($end >= $current) {
Log::debug(sprintf('Current is: %s', $current->format('Y-m-d')));
$balance = Steam::finalAccountBalance($account, $current)[$currency->code] ?? '0';
$label = app('navigation')->periodShow($current, $step);
$entries[$label] = $balance;
$current = app('navigation')->addPeriod($current, $step, 0);
// here too, to fix #8041, the data is corrected to the end of the period.
$current = app('navigation')->endOfX($current, $step, null);
}
}
$result['entries'] = $entries;
@@ -517,11 +623,11 @@ class AccountController extends Controller
public function revenueAccounts(): JsonResponse
{
/** @var Carbon $start */
$start = clone session('start', today(config('app.timezone'))->startOfMonth());
$start = clone session('start', today(config('app.timezone'))->startOfMonth());
/** @var Carbon $end */
$end = clone session('end', today(config('app.timezone'))->endOfMonth());
$cache = new CacheProperties();
$end = clone session('end', today(config('app.timezone'))->endOfMonth());
$cache = new CacheProperties();
$cache->addProperty($start);
$cache->addProperty($end);
$cache->addProperty($this->convertToNative);
@@ -532,14 +638,14 @@ class AccountController extends Controller
$start->subDay();
// prep some vars:
$currencies = [];
$chartData = [];
$tempData = [];
$default = Amount::getDefaultCurrency();
$currencies = [];
$chartData = [];
$tempData = [];
$default = Amount::getDefaultCurrency();
// grab all accounts and names
$accounts = $this->accountRepository->getAccountsByType([AccountTypeEnum::REVENUE->value]);
$accountNames = $this->extractNames($accounts);
$accounts = $this->accountRepository->getAccountsByType([AccountTypeEnum::REVENUE->value]);
$accountNames = $this->extractNames($accounts);
// grab all balances
$startBalances = app('steam')->finalAccountsBalance($accounts, $start);
@@ -572,13 +678,13 @@ class AccountController extends Controller
continue;
}
Log::debug(sprintf('Will process expense array "%s" with amount %s', $key, $endBalance));
$searchCode = $this->convertToNative ? $default->code : $key;
$searchCode = $this->convertToNative ? $default->code : $key;
Log::debug(sprintf('Search code is %s', $searchCode));
// see if there is an accompanying start amount.
// grab the difference and find the currency.
$startBalance = ($startBalances[$account->id][$key] ?? '0');
Log::debug(sprintf('Start balance is %s', $startBalance));
$diff = bcsub($endBalance, $startBalance);
$diff = bcsub($endBalance, $startBalance);
$currencies[$searchCode] ??= $this->currencyRepository->findByCode($searchCode);
if (0 !== bccomp($diff, '0')) {
// store the values in a temporary array.
@@ -598,10 +704,10 @@ class AccountController extends Controller
foreach ($currencies as $currency) {
$newCurrencies[$currency->id] = $currency;
}
$currencies = $newCurrencies;
$currencies = $newCurrencies;
// sort temp array by amount.
$amounts = array_column($tempData, 'diff_float');
$amounts = array_column($tempData, 'diff_float');
array_multisort($amounts, SORT_ASC, $tempData);
// loop all found currencies and build the data array for the chart.
@@ -612,12 +718,12 @@ class AccountController extends Controller
foreach ($currencies as $currencyId => $currency) {
$dataSet
= [
'label' => (string) trans('firefly.earned'),
'type' => 'bar',
'currency_symbol' => $currency->symbol,
'currency_code' => $currency->code,
'entries' => $this->expandNames($tempData),
];
'label' => (string) trans('firefly.earned'),
'type' => 'bar',
'currency_symbol' => $currency->symbol,
'currency_code' => $currency->code,
'entries' => $this->expandNames($tempData),
];
$chartData[$currencyId] = $dataSet;
}
@@ -628,9 +734,19 @@ class AccountController extends Controller
$chartData[$currencyId]['entries'][$name] = bcmul($entry['difference'], '-1');
}
$data = $this->generator->multiSet($chartData);
$data = $this->generator->multiSet($chartData);
$cache->store($data);
return response()->json($data);
}
private function updateChartKeys(array $array, array $balances): array
{
foreach (array_keys($balances) as $key) {
$array[$key] ??= [
'key' => $key,
];
}
return $array;
}
}