Release/stable

app/Console/Commands/CreatePlannedTransactionsFromBudget.php

@@ -2,7 +2,7 @@
 
 namespace App\Console\Commands;
 
-use App\Domains\Budget\Services\BudgetTargetTransactionService;
+use App\Domains\Budget\Services\BudgetTargetService;
 use App\Models\Team;
 use Illuminate\Console\Command;
 
@@ -12,7 +12,7 @@ class CreatePlannedTransactionsFromBudget extends Command
 
     protected $description = 'Create planned transactions from budget.';
 
-    public function handle(BudgetTargetTransactionService $service): mixed
+    public function handle(BudgetTargetService $service): mixed
     {
         $team = Team::find($this->argument('teamId'));
         $service->createPlannedTransactions($team->id);

app/Console/Commands/MakeOccurrenceReminders.php

@@ -3,7 +3,7 @@
 namespace App\Console\Commands;
 
 use App\Domains\Housing\Contracts\OccurrenceNotifyTypes;
-use App\Domains\Housing\Models\OccurrenceCheck;
+use App\Domains\Housing\Models\Occurrence;
 use App\Models\User;
 use App\Notifications\OccurrenceAlert;
 use Illuminate\Console\Command;
@@ -31,8 +31,8 @@ class MakeOccurrenceReminders extends Command
      */
     public function handle()
     {
-        $occurrencesOnLast = OccurrenceCheck::getForNotificationType(OccurrenceNotifyTypes::LAST);
-        $occurrencesOnAvg = OccurrenceCheck::getForNotificationType(OccurrenceNotifyTypes::AVG);
+        $occurrencesOnLast = Occurrence::getForNotificationType(OccurrenceNotifyTypes::LAST);
+        $occurrencesOnAvg = Occurrence::getForNotificationType(OccurrenceNotifyTypes::AVG);
 
         $this->sendNotifications($occurrencesOnLast);
         $this->sendNotifications($occurrencesOnAvg);

app/Domains/AppCore/Models/Category.php

@@ -2,13 +2,16 @@
 
 namespace App\Domains\AppCore\Models;
 
+use App\Models\Team;
 use App\Domains\Budget\Models\BudgetMonth;
 use App\Domains\Budget\Models\BudgetTarget;
-use App\Models\Team;
 use Insane\Journal\Models\Core\Category as CoreCategory;
+use App\Domains\Budget\Models\Traits\BudgetCategoryTrait;
 
 class Category extends CoreCategory
 {
+    use BudgetCategoryTrait;
+
     protected $with = ['budget'];
 
     public function team()
@@ -23,7 +26,7 @@ public function budget()
 
     public function budgets()
     {
-        return $this->hasMany(BudgetMonth::class)->orderBy('month', 'desc');
+        return $this->hasMany(BudgetMonth::class)->orderBy('month', 'desc')->limit(2);
     }
 
     public function subCategories()
@@ -33,6 +36,6 @@ public function subCategories()
 
     public function lastMonthBudget()
     {
-        return $this->hasMany(BudgetMonth::class)->orderBy('month', 'desc')->limit(1);
+        return $this->hasOne(BudgetMonth::class)->orderBy('month', 'desc')->limit(1);
     }
 }

app/Domains/Automation/Services/LogerAutomationService.php

@@ -2,12 +2,12 @@
 
 namespace App\Domains\Automation\Services;
 
-use App\Domains\Automation\Models\Automation;
-use App\Domains\Automation\Models\AutomationTask;
 use App\Domains\Integration\Actions\BHD;
+use App\Domains\Automation\Models\Automation;
 use App\Domains\Integration\Actions\BHDAlert;
-use App\Domains\Integration\Actions\OccurrenceCheckAutomation;
+use App\Domains\Automation\Models\AutomationTask;
 use App\Domains\Integration\Actions\TransactionCreateEntry;
+use App\Domains\Integration\Actions\OccurrenceAutomation;
 
 class LogerAutomationService
 {
@@ -276,18 +276,18 @@ public static function services()
                 ],
                 'type' => 'internal',
             ],
-            'occurrenceChecks' => [
+            'Occurrences' => [
                 'name' => 'occurrence_check',
                 'label' => 'Occurrence Check',
                 'logo' => '/images/meal-planner.png',
-                'entity' => OccurrenceCheckAutomation::class,
+                'entity' => OccurrenceAutomation::class,
                 'description' => 'Occurrence check',
-                'fields' => json_encode(OccurrenceCheckAutomation::fieldConfig()),
+                'fields' => json_encode(OccurrenceAutomation::fieldConfig()),
                 'actions' => [
                     [
-                        'name' => 'createOccurrenceCheck',
+                        'name' => 'createOccurrence',
                         'label' => 'Create Occurrence Check',
-                        'entity' => OccurrenceCheckAutomation::class,
+                        'entity' => OccurrenceAutomation::class,
                         'description' => 'Create an occurrence check',
                         'config' => json_encode([
                             'name' => [

app/Http/Controllers/Finance/BudgetCategoryController.php → app/Domains/Budget/Http/Controllers/BudgetCategoryController.php

@@ -1,19 +1,19 @@
 <?php
 
-namespace App\Http\Controllers\Finance;
+namespace App\Domains\Budget\Http\Controllers;
 
+use App\Models\Setting;
+use Illuminate\Http\Request;
+use Illuminate\Validation\Rule;
 use App\Domains\AppCore\Models\Category;
+use Illuminate\Support\Facades\Redirect;
 use App\Domains\Budget\Models\BudgetMovement;
-use App\Domains\Budget\Services\BudgetAccountService;
-use App\Domains\Budget\Services\BudgetCategoryService;
 use App\Domains\Transaction\Models\Transaction;
-use App\Domains\Transaction\Services\ReportService;
 use App\Http\Resources\CategoryGroupCollection;
-use App\Models\Setting;
 use Freesgen\Atmosphere\Http\InertiaController;
-use Illuminate\Http\Request;
-use Illuminate\Support\Facades\Redirect;
-use Illuminate\Validation\Rule;
+use App\Domains\Transaction\Services\ReportService;
+use App\Domains\Budget\Services\BudgetAccountService;
+use App\Domains\Budget\Services\BudgetCategoryService;
 
 class BudgetCategoryController extends InertiaController
 {
@@ -34,27 +34,33 @@ public function __construct(Category $category, public BudgetAccountService $acc
             'name' => 'required|string|max:255|unique:categories',
         ];
         $this->sorts = ['index'];
-        $this->includes = ['subCategories', 'subCategories.budget', 'subCategories.budgets'];
+        $this->includes = [];
         $this->filters = [
             'parent_id' => '$null',
             'resource_type' => 'transactions',
         ];
         $this->resourceName = 'budgets';
     }
 
-    protected function getIndexProps(Request $request, $resources = null): array
-    {
+    protected function index(Request $request) {
+        $resourceName = $this->resourceName ?? $this->model->getTable();
         $queryParams = request()->query();
         $settings = Setting::getByTeam(auth()->user()->current_team_id);
         $timeZone = $settings['team_timezone'] ?? config('app.timezone');
         $filters = isset($queryParams['filter']) ? $queryParams['filter'] : [];
         [$startDate, $endDate] = $this->getFilterDates($filters, $timeZone);
 
-        $accountTotalBalance = $this->accountService->getBalanceAs($request->user()->current_team_id, $endDate);
+        $resources = $this->parser($this->getModelQuery($request, null, function ($model) use ($startDate) {
+            return $model->withCurrentSavings($startDate);
+        }));
 
-        return [
-            'accountTotal' => $accountTotalBalance,
-        ];
+
+        return inertia($this->templates['index'],
+        [
+            $resourceName => $this->parser($resources),
+            "serverSearchOptions" => $this->getServerParams(),
+            "accountTotal" => $this->accountService->getBalanceAs($request->user()->current_team_id, $endDate)
+        ]);
     }
 
     public function show(int $categoryId)

app/Http/Controllers/Finance/BudgetController.php → app/Domains/Budget/Http/Controllers/BudgetController.php

@@ -1,6 +1,6 @@
 <?php
 
-namespace App\Http\Controllers\Finance;
+namespace App\Domains\Budget\Http\Controllers;
 
 use App\Domains\Budget\Models\Budget;
 use Freesgen\Atmosphere\Http\InertiaController;

app/Http/Controllers/Finance/BudgetMonthController.php → app/Domains/Budget/Http/Controllers/BudgetMonthController.php

@@ -1,19 +1,19 @@
 <?php
 
-namespace App\Http\Controllers\Finance;
+namespace App\Domains\Budget\Http\Controllers;
 
-use App\Domains\Budget\Data\BudgetAssignData;
-use App\Domains\Budget\Data\BudgetMovementData;
+use Illuminate\Http\Request;
+use App\Http\Controllers\Controller;
+use Maatwebsite\Excel\Facades\Excel;
+use Illuminate\Support\Facades\Redirect;
+use Insane\Journal\Models\Core\Category;
 use App\Domains\Budget\Exports\BudgetExport;
 use App\Domains\Budget\Imports\BudgetImport;
+use App\Domains\Budget\Data\BudgetAssignData;
+use App\Domains\Budget\Data\BudgetMovementData;
+use App\Http\Controllers\Traits\HasEnrichedRequest;
 use App\Domains\Budget\Services\BudgetCategoryService;
 use App\Domains\Budget\Services\BudgetMovementService;
-use App\Http\Controllers\Controller;
-use App\Http\Controllers\Traits\HasEnrichedRequest;
-use Illuminate\Http\Request;
-use Illuminate\Support\Facades\Redirect;
-use Insane\Journal\Models\Core\Category;
-use Maatwebsite\Excel\Facades\Excel;
 
 class BudgetMonthController extends Controller
 {

app/Http/Controllers/Finance/BudgetTargetController.php → app/Domains/Budget/Http/Controllers/BudgetTargetController.php

@@ -1,11 +1,12 @@
 <?php
 
-namespace App\Http\Controllers\Finance;
+namespace App\Domains\Budget\Http\Controllers;
 
+use App\Http\Controllers\Controller;
 use App\Domains\AppCore\Models\Category;
 use App\Domains\Budget\Models\BudgetTarget;
+use App\Domains\Budget\Services\BudgetTargetService;
 use App\Domains\Budget\Services\BudgetCategoryService;
-use App\Http\Controllers\Controller;
 
 class BudgetTargetController extends Controller
 {
@@ -29,4 +30,11 @@ public function update(Category $category, BudgetTarget $budgetTarget)
 
         return redirect()->back();
     }
+
+    public function complete(Category $category, BudgetTarget $budgetTarget, BudgetTargetService $budgetTargetService)
+    {
+        $postData = request()->post();
+        $budgetTargetService->complete($budgetTarget, $category, $postData);
+        return redirect()->back();
+    }
 }

app/Domains/Budget/Models/BudgetTarget.php

@@ -2,16 +2,28 @@
 
 namespace App\Domains\Budget\Models;
 
+use Illuminate\Support\Facades\DB;
+use Illuminate\Database\Eloquent\Model;
 use App\Domains\Transaction\Models\Transaction;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
-use Illuminate\Database\Eloquent\Model;
-use Illuminate\Support\Facades\DB;
 
 class BudgetTarget extends Model
 {
     use HasFactory;
 
-    protected $fillable = ['team_id', 'user_id', 'color', 'amount', 'name', 'target_type', 'frequency', 'frequency_date', 'frequency_week_day', 'frequency_month_date'];
+    protected $fillable = [
+        'team_id',
+        'user_id',
+        'color',
+        'amount',
+        'name',
+        'target_type',
+        'frequency',
+        'frequency_date',
+        'frequency_week_day',
+        'frequency_month_date',
+        'completed_at'
+    ];
 
     public function getExpensesByPeriod($startDate, $endDate = null)
     {

app/Domains/Budget/Models/Traits/BudgetCategoryTrait.php

@@ -0,0 +1,20 @@
+<?php
+namespace App\Domains\Budget\Models\Traits;
+
+trait BudgetCategoryTrait {
+    public function scopeWithCurrentSavings($query, $startDate) {
+        return $query->with(['subCategories' => fn ($q) => $q->whereHas('budget', function($query) use ($startDate) {
+           return $query->whereRaw('(completed_at is null or completed_at > ?)', $startDate);
+        })->orWhereDoesntHave('budget')]);
+    }
+
+    /***
+     *  here will the filters for:
+     *  go funded
+     * not funded
+     * credit cards
+     *  savings or goals
+     *  */
+
+
+}

app/Domains/Budget/Services/BudgetCategoryService.php

@@ -2,18 +2,18 @@
 
 namespace App\Domains\Budget\Services;
 
-use App\Domains\Budget\Data\BudgetReservedNames;
-use App\Domains\Budget\Data\CategoryData;
-use App\Domains\Budget\Models\BudgetMonth;
-use App\Domains\Budget\Models\BudgetTarget;
-use App\Events\BudgetAssigned;
-use App\Helpers\RequestQueryHelper;
 use Brick\Money\Money;
+use Illuminate\Support\Str;
+use App\Events\BudgetAssigned;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Facades\DB;
-use Illuminate\Support\Str;
+use App\Helpers\RequestQueryHelper;
 use Insane\Journal\Models\Core\Account;
 use Insane\Journal\Models\Core\Category;
+use App\Domains\Budget\Data\CategoryData;
+use App\Domains\Budget\Models\BudgetMonth;
+use App\Domains\Budget\Models\BudgetTarget;
+use App\Domains\Budget\Data\BudgetReservedNames;
 
 class BudgetCategoryService
 {
@@ -36,9 +36,8 @@ public function updateTarget(Category $category, mixed $postData)
         ]));
     }
 
-    public static function getSavings($teamId, $startDate, $endDate)
+    public static function getSavingsBalance($teamId, $startDate, $endDate)
     {
-        $startMonth = substr((string) $startDate, 0, 7);
         $endMonth = substr((string) $endDate, 0, 7);
 
         return DB::query()
@@ -50,6 +49,19 @@ public static function getSavings($teamId, $startDate, $endDate)
             ->sum(DB::raw('budgeted + activity'));
     }
 
+    public function getLastTransactionMonth($category)
+    {
+        return DB::query()
+            ->where('budget_targets.team_id', $category->team_id)
+            ->where('budget_targets.category_id', $category->id)
+            ->where('activity', '<>', 0)
+            ->whereIn('budget_targets.target_type', ['saving_balance'])
+            ->from('budget_months')
+            ->join('budget_targets', 'budget_targets.category_id', 'budget_months.category_id')
+            ->orderByDesc('month')
+            ->first();
+    }
+
     public function assignBudget(Category $category, string $month, mixed $postData)
     {
         $amount = (float) $postData['budgeted'];

app/Domains/Budget/Services/BudgetMonthService.php

@@ -29,7 +29,7 @@ public function updateTarget(Category $category, mixed $postData)
         ]));
     }
 
-    public static function getSavings($teamId, $startDate, $endDate)
+    public static function getSavingsBalance($teamId, $startDate, $endDate)
     {
         $startMonth = substr((string) $startDate, 0, 7);
         $endMonth = substr((string) $endDate, 0, 7);

app/Domains/Budget/Services/BudgetTargetTransactionService.php → app/Domains/Budget/Services/BudgetTargetService.php

@@ -2,13 +2,14 @@
 
 namespace App\Domains\Budget\Services;
 
+use App\Domains\AppCore\Models\Category;
 use App\Domains\Budget\Models\BudgetTarget;
 use App\Domains\Integration\Concerns\PlannedTransactionDTO;
 use App\Domains\Transaction\Services\PlannedTransactionService;
 
-class BudgetTargetTransactionService
+class BudgetTargetService
 {
-    public function __construct(private PlannedTransactionService $plannedService)
+    public function __construct(private PlannedTransactionService $plannedService, private BudgetCategoryService $budgetCategoryService)
     {
 
     }
@@ -36,4 +37,13 @@ private function buildPlanned(BudgetTarget $target, $month)
         $data = PlannedTransactionDTO::fromTarget($target, $date);
         $this->plannedService->add($data);
     }
+
+    public function complete(BudgetTarget $budgetTarget, Category $category,  array $postData) {
+        $budgetTarget->update(array_merge(
+            $postData, [
+                'completed_at' => $postData['completed_at']
+                ?? $this->budgetCategoryService->getLastTransactionMonth($category)?->month,
+            ]));
+
+    }
 }