akaunting 3.0 (the last dance)
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217
app/Widgets/ProfitLoss.php
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217
app/Widgets/ProfitLoss.php
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<?php
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namespace App\Widgets;
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use App\Abstracts\Widget;
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use App\Utilities\Recurring;
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use App\Models\Document\Document;
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use App\Models\Banking\Transaction;
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use Akaunting\Apexcharts\Charts as Apexcharts;
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use App\Traits\Currencies;
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use App\Traits\DateTime;
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use App\Utilities\Date;
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class ProfitLoss extends Widget
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{
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use Currencies, DateTime;
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public $default_name = 'widgets.profit_loss';
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public $description = 'widgets.description.profit_loss';
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public $report_class = 'App\Reports\ProfitLoss';
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public $start_date;
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public $end_date;
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public $period;
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public function show()
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{
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$this->setFilter();
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$labels = $this->getLabels();
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$income = $this->getIncome();
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$expense = $this->getExpense();
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$colors = $this->getColors();
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$chart = new Apexcharts();
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$options = [
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'legend' => [
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'position' => 'top',
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'markers' => [
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'radius' => '12',
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],
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],
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];
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$chart->setType('bar')
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->setOptions($options)
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->setLabels(array_values($labels))
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->setColors($colors)
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->setDataset(trans_choice('general.incomes', 1), 'column', array_values($income))
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->setDataset(trans_choice('general.expenses', 1), 'column', array_values($expense));
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return $this->view('widgets.bar_chart', [
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'chart' => $chart,
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]);
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}
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public function setFilter(): void
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{
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$financial_start = $this->getFinancialStart()->format('Y-m-d');
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// check and assign year start
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if (($year_start = Date::today()->startOfYear()->format('Y-m-d')) !== $financial_start) {
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$year_start = $financial_start;
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}
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$this->start_date = Date::parse(request('start_date', $year_start));
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$this->end_date = Date::parse(request('end_date', Date::parse($year_start)->addYear(1)->subDays(1)->format('Y-m-d')));
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$this->period = request('period', 'month');
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}
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public function getLabels(): array
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{
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$range = request('range', 'custom');
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$start_month = $this->start_date->month;
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$end_month = $this->end_date->month;
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// Monthly
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$labels = [];
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$s = clone $this->start_date;
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if ($range == 'last_12_months') {
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$end_month = 12;
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$start_month = 0;
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} elseif ($range == 'custom') {
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$end_month = $this->end_date->diffInMonths($this->start_date);
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$start_month = 0;
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}
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for ($j = $end_month; $j >= $start_month; $j--) {
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$labels[$end_month - $j] = $s->format('M Y');
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if ($this->period == 'month') {
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$s->addMonth();
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} else {
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$s->addMonths(3);
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$j -= 2;
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}
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}
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return $labels;
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}
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public function getIncome(): array
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{
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// Invoices
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$query = Document::invoice()->with('recurring', 'totals', 'transactions')->accrued();
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$invoices = $this->applyFilters($query, ['date_field' => 'issued_at'])->get();
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Recurring::reflect($invoices, 'issued_at');
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$totals = $this->calculateTotals($invoices, 'issued_at');
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// Transactions
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$query = Transaction::with('recurring')->income()->isNotDocument()->isNotTransfer();
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$transactions = $this->applyFilters($query, ['date_field' => 'paid_at'])->get();
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Recurring::reflect($transactions, 'paid_at');
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$totals = $this->calculateTotals($transactions, 'paid_at', $totals);
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return $totals;
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}
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public function getExpense(): array
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{
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// Bills
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$query = Document::bill()->with('recurring', 'totals', 'transactions')->accrued();
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$bills = $this->applyFilters($query, ['date_field' => 'issued_at'])->get();
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Recurring::reflect($bills, 'issued_at');
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$totals = $this->calculateTotals($bills, 'issued_at');
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// Transactions
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$query = Transaction::with('recurring')->expense()->isNotDocument()->isNotTransfer();
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$transactions = $this->applyFilters($query, ['date_field' => 'paid_at'])->get();
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Recurring::reflect($transactions, 'paid_at');
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$totals = $this->calculateTotals($transactions, 'paid_at', $totals);
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return $totals;
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}
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public function getColors(): array
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{
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return [
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'#8bb475',
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'#fb7185',
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];
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}
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public function calculateTotals($items, $date_field, $totals = []): array
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{
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$date_format = 'Y-m';
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if ($this->period == 'month') {
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$n = 1;
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$start_date = $this->start_date->format($date_format);
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$end_date = $this->end_date->format($date_format);
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$next_date = $start_date;
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} else {
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$n = 3;
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$start_date = $this->start_date->quarter;
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$end_date = $this->end_date->quarter;
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$next_date = $start_date;
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}
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$s = clone $this->start_date;
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//$totals[$start_date] = 0;
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while ($next_date <= $end_date) {
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if (! isset($totals[$next_date])) {
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$totals[$next_date] = 0;
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}
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if ($this->period == 'month') {
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$next_date = $s->addMonths($n)->format($date_format);
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} else {
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if (isset($totals[4])) {
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break;
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}
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$next_date = $s->addMonths($n)->quarter;
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}
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}
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$this->setTotals($totals, $items, $date_field, $date_format);
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return $totals;
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}
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public function setTotals(&$totals, $items, $date_field, $date_format): void
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{
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foreach ($items as $item) {
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if ($this->period == 'month') {
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$i = Date::parse($item->$date_field)->format($date_format);
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} else {
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$i = Date::parse($item->$date_field)->quarter;
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}
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if (! isset($totals[$i])) {
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continue;
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}
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$totals[$i] += $item->getAmountConvertedToDefault();
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}
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$precision = config('money.' . setting('default.currency') . '.precision');
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foreach ($totals as $key => $value) {
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$totals[$key] = round($value, $precision);
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}
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}
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}
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