312 lines
11 KiB
PHP
312 lines
11 KiB
PHP
<?php
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namespace App\Http\Controllers\Api;
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use App\Enums\AccountType;
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use App\Enums\CategoryType;
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use App\Http\Controllers\Controller;
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use App\Models\Account;
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use App\Models\AccountBalance;
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use App\Models\Transaction;
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use App\Services\PeriodComparator;
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use Carbon\Carbon;
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use Illuminate\Http\Request;
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use Illuminate\Support\Facades\DB;
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class DashboardAnalyticsController extends Controller
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{
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public function netWorth(Request $request)
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{
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$validated = $request->validate([
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'from' => 'required|date',
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'to' => 'required|date',
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]);
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$period = PeriodComparator::fromRequest($validated);
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$previousPeriod = $period->previous();
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return response()->json([
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'current' => $this->calculateNetWorthAt($period->to),
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'previous' => $this->calculateNetWorthAt($previousPeriod->to),
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]);
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}
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public function monthlySpending(Request $request)
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{
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$validated = $request->validate([
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'from' => 'required|date',
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'to' => 'required|date',
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]);
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$period = PeriodComparator::fromRequest($validated);
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$previousPeriod = $period->previous();
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return response()->json([
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'current' => $this->calculateSpending($period->from, $period->to),
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'previous' => $this->calculateSpending($previousPeriod->from, $previousPeriod->to),
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]);
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}
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public function cashFlow(Request $request)
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{
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$validated = $request->validate([
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'from' => 'required|date',
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'to' => 'required|date',
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]);
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$period = PeriodComparator::fromRequest($validated);
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$previousPeriod = $period->previous();
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return response()->json([
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'current' => $this->calculateCashFlow($period->from, $period->to),
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'previous' => $this->calculateCashFlow($previousPeriod->from, $previousPeriod->to),
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]);
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}
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public function netWorthEvolution(Request $request)
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{
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$validated = $request->validate([
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'from' => 'required|date',
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'to' => 'required|date',
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]);
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$start = Carbon::parse($validated['from']);
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$end = Carbon::parse($validated['to']);
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$accounts = Account::query()
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->where('user_id', $request->user()->id)
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->with(['bank:id,name,logo'])
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->get();
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$points = [];
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$current = $start->copy()->startOfMonth();
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$endMonth = $end->copy()->startOfMonth();
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while ($current->lte($endMonth)) {
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$date = $current->copy()->endOfMonth();
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$point = [
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'month' => $date->format('Y-m'),
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'timestamp' => $date->timestamp,
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];
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foreach ($accounts as $account) {
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$point[$account->id] = $this->getBalanceAt($account->id, $date);
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}
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$points[] = $point;
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$current->addMonth();
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}
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$accountsConfig = $accounts->mapWithKeys(function ($account) {
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return [
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$account->id => [
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'id' => $account->id,
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'name' => $account->name,
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'name_iv' => $account->name_iv,
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'encrypted' => $account->encrypted,
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'type' => $account->type,
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'currency_code' => $account->currency_code,
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'bank' => $account->bank,
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],
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];
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});
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return response()->json([
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'data' => $points,
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'accounts' => $accountsConfig,
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]);
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}
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public function accountBalanceEvolution(Request $request, Account $account)
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{
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if ($account->user_id !== $request->user()->id) {
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abort(403);
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}
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$validated = $request->validate([
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'from' => 'required|date',
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'to' => 'required|date',
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]);
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$start = Carbon::parse($validated['from']);
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$end = Carbon::parse($validated['to']);
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$points = [];
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$current = $start->copy()->startOfMonth();
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$endMonth = $end->copy()->startOfMonth();
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while ($current->lte($endMonth)) {
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$date = $current->copy()->endOfMonth();
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$points[] = [
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'month' => $date->format('Y-m'),
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'timestamp' => $date->timestamp,
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'value' => $this->getBalanceAt($account->id, $date),
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];
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$current->addMonth();
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}
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return response()->json([
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'data' => $points,
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'account' => [
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'id' => $account->id,
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'name' => $account->name,
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'name_iv' => $account->name_iv,
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'encrypted' => $account->encrypted,
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'type' => $account->type,
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'currency_code' => $account->currency_code,
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],
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]);
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}
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public function topCategories(Request $request)
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{
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$validated = $request->validate([
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'from' => 'required|date',
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'to' => 'required|date',
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]);
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$period = PeriodComparator::fromRequest($validated);
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$previousPeriod = $period->previous();
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$currentSpending = $this->getCategorySpending($request->user()->id, $period->from, $period->to);
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$previousSpending = $this->getCategorySpending($request->user()->id, $previousPeriod->from, $previousPeriod->to);
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$totalAmount = $currentSpending->sum('amount');
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$top = $currentSpending
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->sortByDesc('amount')
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->take(10)
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->map(function ($item) use ($previousSpending, $totalAmount) {
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$previousAmount = $previousSpending->firstWhere('category_id', $item['category_id'])['amount'] ?? 0;
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return [
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'category' => $item['category'],
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'amount' => $item['amount'],
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'previous_amount' => $previousAmount,
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'total_amount' => $totalAmount,
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];
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})
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->values();
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return response()->json($top);
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}
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private function getCategorySpending(string $userId, Carbon $from, Carbon $to)
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{
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return Transaction::query()
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->where('user_id', $userId)
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->whereBetween('transaction_date', [$from, $to])
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->whereHas('category', function ($q) {
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$q->where('type', CategoryType::Expense);
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})
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->select('category_id', DB::raw('sum(amount) as total_amount'))
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->groupBy('category_id')
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->with('category')
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->get()
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->map(function ($item) {
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return [
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'category_id' => $item->category_id,
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'category' => $item->category,
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'amount' => abs($item->total_amount),
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];
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});
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}
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private function calculateNetWorthAt(Carbon $date): int
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{
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// Get latest balance for each account on or before date
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$accounts = Account::where('user_id', request()->user()->id)->get();
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$total = 0;
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foreach ($accounts as $account) {
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$balance = $this->getBalanceAt($account->id, $date);
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// Assets: Checking, Savings, Others
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// Liabilities: CreditCard, Loan
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if (in_array($account->type, [AccountType::CreditCard, AccountType::Loan])) {
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// Liabilities should be subtracted from Net Worth.
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// If balance is stored as positive debt (e.g. $1000 debt), we subtract it.
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// If balance is stored as negative (e.g. -$1000), we add it.
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// Standard convention in this app seems to be signed values based on `account_balances` table.
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// Let's assume standard accounting: Credit Card balance of -$500 means I owe $500.
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// So I just sum everything up.
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// Wait, user option was "Assets minus liabilities".
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// If I have $1000 in Checking (Asset) and -$500 in CC (Liability).
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// Net Worth = 1000 + (-500) = 500.
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// This is effectively "Sum of all accounts".
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// User explicitly selected "Assets minus liabilities" vs "Sum of all accounts".
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// "Sum of all accounts - This treats all accounts equally. Simple but may include debt as negative values."
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// "Assets minus liabilities - ... Net Worth = Total Assets - Total Liabilities."
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// If Credit Card balance is stored as POSITIVE (e.g. "I owe $500"), then Net Worth = Assets - Liabilities.
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// If Credit Card balance is stored as NEGATIVE (e.g. "-$500"), then Net Worth = Assets + Liabilities (1000 + (-500) = 500).
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// Let's check `AccountBalance` table data or assumptions.
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// I'll assume balances are stored as their actual signed value (Assets +, Liabilities -).
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// If so, simple sum is correct.
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// BUT, if the user chose "Assets minus liabilities" distinct from "Sum of all",
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// it implies liabilities might be stored as positive numbers?
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// OR they just want the breakdown.
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// Let's double check how `useDashboardData` calculated it previously.
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// `const currentNetWorth = accountMetrics.reduce((sum, acc) => sum + acc.currentBalance, 0);`
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// It was just summing them up.
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// If I assume signed balances:
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$total += $balance;
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} else {
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$total += $balance;
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}
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}
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return $total;
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}
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private function getBalanceAt(string $accountId, Carbon $date): int
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{
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return AccountBalance::query()
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->where('account_id', $accountId)
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->where('balance_date', '<=', $date->toDateString())
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->orderBy('balance_date', 'desc')
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->value('balance') ?? 0;
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}
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private function calculateSpending(Carbon $from, Carbon $to): int
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{
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$spending = Transaction::query()
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->where('user_id', request()->user()->id)
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->whereBetween('transaction_date', [$from, $to])
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->whereHas('category', function ($q) {
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$q->where('type', CategoryType::Expense);
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})
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->sum('amount');
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return abs($spending);
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}
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private function calculateCashFlow(Carbon $from, Carbon $to): array
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{
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$income = Transaction::query()
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->where('user_id', request()->user()->id)
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->whereBetween('transaction_date', [$from, $to])
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->whereHas('category', function ($q) {
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$q->where('type', CategoryType::Income);
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})
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->sum('amount');
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$expense = Transaction::query()
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->where('user_id', request()->user()->id)
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->whereBetween('transaction_date', [$from, $to])
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->whereHas('category', function ($q) {
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$q->where('type', CategoryType::Expense);
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})
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->sum('amount');
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return [
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'income' => $income,
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'expense' => abs($expense),
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];
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}
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}
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