/**
* @param Carbon $start
* @param Carbon $end
* @param Collection $accounts
*
* @return Balance
*/
public function getBalanceReport(Carbon $start, Carbon $end, Collection $accounts) : Balance
{
$balance = new Balance();
$header = new BalanceHeader();
$limitRepetitions = $this->budgetRepository->getAllBudgetLimitRepetitions($start, $end);
foreach ($accounts as $account) {
$header->addAccount($account);
}
/** @var LimitRepetition $repetition */
foreach ($limitRepetitions as $repetition) {
$budget = $this->budgetRepository->find($repetition->budget_id);
$line = $this->createBalanceLine($budget, $repetition, $accounts);
$balance->addBalanceLine($line);
}
$noBudgetLine = $this->createNoBudgetLine($accounts, $start, $end);
$coveredByTagLine = $this->createTagsBalanceLine($accounts, $start, $end);
$leftUnbalancedLine = $this->createLeftUnbalancedLine($noBudgetLine, $coveredByTagLine);
$balance->addBalanceLine($noBudgetLine);
$balance->addBalanceLine($coveredByTagLine);
$balance->addBalanceLine($leftUnbalancedLine);
$balance->setBalanceHeader($header);
// remove budgets without expenses from balance lines:
$balance = $this->removeUnusedBudgets($balance);
return $balance;
}
/**
* @param Carbon $start
* @param Carbon $end
* @param Collection $accounts
*
* @return Balance
*/
public function getBalanceReport(Carbon $start, Carbon $end, Collection $accounts)
{
$balance = new Balance();
// build a balance header:
$header = new BalanceHeader();
$budgets = $this->budgetRepository->getBudgetsAndLimitsInRange($start, $end);
$spentData = $this->budgetRepository->spentPerBudgetPerAccount($budgets, $accounts, $start, $end);
foreach ($accounts as $account) {
$header->addAccount($account);
}
/** @var BudgetModel $budget */
foreach ($budgets as $budget) {
$balance->addBalanceLine($this->createBalanceLine($budget, $accounts, $spentData));
}
$balance->addBalanceLine($this->createEmptyBalanceLine($accounts, $spentData));
$balance->addBalanceLine($this->createTagsBalanceLine($accounts, $start, $end));
$balance->addBalanceLine($this->createDifferenceBalanceLine($accounts, $spentData, $start, $end));
$balance->setBalanceHeader($header);
return $balance;
}
/**
*
* The balance report contains a Balance object which in turn contains:
*
* A BalanceHeader object which contains all relevant user asset accounts for the report.
*
* A number of BalanceLine objects, which hold:
* - A budget
* - A number of BalanceEntry objects.
*
* The BalanceEntry object holds:
* - The same budget (again)
* - A user asset account as mentioned in the BalanceHeader
* - The amount of money spent on the budget by the user asset account
*
* @param Carbon $start
* @param Carbon $end
* @param boolean $shared
*
* @return Balance
*/
public function getBalanceReport(Carbon $start, Carbon $end, $shared)
{
$repository = app('FireflyIII\\Repositories\\Budget\\BudgetRepositoryInterface');
$tagRepository = app('FireflyIII\\Repositories\\Tag\\TagRepositoryInterface');
$balance = new Balance();
// build a balance header:
$header = new BalanceHeader();
$accounts = $this->query->getAllAccounts($start, $end, $shared);
$budgets = $repository->getBudgets();
foreach ($accounts as $account) {
$header->addAccount($account);
}
/** @var BudgetModel $budget */
foreach ($budgets as $budget) {
$line = new BalanceLine();
$line->setBudget($budget);
// get budget amount for current period:
$rep = $repository->getCurrentRepetition($budget, $start);
$line->setRepetition($rep);
// loop accounts:
foreach ($accounts as $account) {
$balanceEntry = new BalanceEntry();
$balanceEntry->setAccount($account);
// get spent:
$spent = $this->query->spentInBudgetCorrected($account, $budget, $start, $end);
// I think shared is irrelevant.
$balanceEntry->setSpent($spent);
$line->addBalanceEntry($balanceEntry);
}
// add line to balance:
$balance->addBalanceLine($line);
}
// then a new line for without budget.
// and one for the tags:
$empty = new BalanceLine();
$tags = new BalanceLine();
$diffLine = new BalanceLine();
$tags->setRole(BalanceLine::ROLE_TAGROLE);
$diffLine->setRole(BalanceLine::ROLE_DIFFROLE);
foreach ($accounts as $account) {
$spent = $this->query->spentNoBudget($account, $start, $end);
$left = $tagRepository->coveredByBalancingActs($account, $start, $end);
bcscale(2);
$diff = bcsub($spent, $left);
// budget
$budgetEntry = new BalanceEntry();
$budgetEntry->setAccount($account);
$budgetEntry->setSpent($spent);
$empty->addBalanceEntry($budgetEntry);
// balanced by tags
$tagEntry = new BalanceEntry();
$tagEntry->setAccount($account);
$tagEntry->setLeft($left);
$tags->addBalanceEntry($tagEntry);
// difference:
$diffEntry = new BalanceEntry();
$diffEntry->setAccount($account);
$diffEntry->setSpent($diff);
$diffLine->addBalanceEntry($diffEntry);
}
$balance->addBalanceLine($empty);
$balance->addBalanceLine($tags);
$balance->addBalanceLine($diffLine);
$balance->setBalanceHeader($header);
return $balance;
}
/**
* @param Carbon $start
* @param Carbon $end
* @param Collection $accounts
*
* @return Balance
*/
public function getBalanceReport(Carbon $start, Carbon $end, Collection $accounts)
{
/** @var \FireflyIII\Repositories\Budget\BudgetRepositoryInterface $repository */
$repository = app('FireflyIII\\Repositories\\Budget\\BudgetRepositoryInterface');
/** @var \FireflyIII\Repositories\Tag\TagRepositoryInterface $tagRepository */
$tagRepository = app('FireflyIII\\Repositories\\Tag\\TagRepositoryInterface');
$balance = new Balance();
// build a balance header:
$header = new BalanceHeader();
$budgets = $repository->getBudgetsAndLimitsInRange($start, $end);
$spentData = $repository->spentPerBudgetPerAccount($budgets, $accounts, $start, $end);
foreach ($accounts as $account) {
$header->addAccount($account);
}
/** @var BudgetModel $budget */
foreach ($budgets as $budget) {
$line = new BalanceLine();
$line->setBudget($budget);
// loop accounts:
foreach ($accounts as $account) {
$balanceEntry = new BalanceEntry();
$balanceEntry->setAccount($account);
// get spent:
$entry = $spentData->filter(function (TransactionJournal $model) use($budget, $account) {
return $model->account_id == $account->id && $model->budget_id == $budget->id;
});
$spent = 0;
if (!is_null($entry->first())) {
$spent = $entry->first()->spent;
}
$balanceEntry->setSpent($spent);
$line->addBalanceEntry($balanceEntry);
}
// add line to balance:
$balance->addBalanceLine($line);
}
// then a new line for without budget.
// and one for the tags:
// and one for "left unbalanced".
$empty = new BalanceLine();
$tags = new BalanceLine();
$diffLine = new BalanceLine();
$tagsLeft = $tagRepository->allCoveredByBalancingActs($accounts, $start, $end);
$tags->setRole(BalanceLine::ROLE_TAGROLE);
$diffLine->setRole(BalanceLine::ROLE_DIFFROLE);
foreach ($accounts as $account) {
$entry = $spentData->filter(function (TransactionJournal $model) use($account) {
return $model->account_id == $account->id && is_null($model->budget_id);
});
$spent = 0;
if (!is_null($entry->first())) {
$spent = $entry->first()->spent;
}
$leftEntry = $tagsLeft->filter(function (Tag $tag) use($account) {
return $tag->account_id == $account->id;
});
$left = 0;
if (!is_null($leftEntry->first())) {
$left = $leftEntry->first()->sum;
}
bcscale(2);
$diff = bcadd($spent, $left);
// budget
$budgetEntry = new BalanceEntry();
$budgetEntry->setAccount($account);
$budgetEntry->setSpent($spent);
$empty->addBalanceEntry($budgetEntry);
// balanced by tags
$tagEntry = new BalanceEntry();
$tagEntry->setAccount($account);
$tagEntry->setLeft($left);
$tags->addBalanceEntry($tagEntry);
// difference:
$diffEntry = new BalanceEntry();
$diffEntry->setAccount($account);
$diffEntry->setSpent($diff);
$diffLine->addBalanceEntry($diffEntry);
}
$balance->addBalanceLine($empty);
$balance->addBalanceLine($tags);
$balance->addBalanceLine($diffLine);
$balance->setBalanceHeader($header);
return $balance;
}