Fix/round 1

app/Domains/Journal/Actions/TransactionBulkApprove.php

@@ -4,14 +4,14 @@
 
 use Illuminate\Foundation\Auth\User;
 use Illuminate\Support\Facades\Gate;
-use Insane\Journal\Contracts\TransactionBulkApproves;
 use Insane\Journal\Models\Core\Transaction;
+use Insane\Journal\Contracts\TransactionBulkApproves;
 
 class TransactionBulkApprove implements TransactionBulkApproves
 {
     public function validate(User $user)
     {
-        Gate::forUser($user)->authorize('update', Transaction::class);
+        Gate::forUser($user)->authorize('updateBulk', Transaction::class);
     }
 
     public function approveAllDrafts(User $user)

app/Domains/Journal/Policies/TransactionPolicy.php

@@ -3,8 +3,8 @@
 namespace App\Domains\Journal\Policies;
 
 use App\Models\User;
-use Illuminate\Auth\Access\HandlesAuthorization;
 use Insane\Journal\Models\Core\Transaction;
+use Illuminate\Auth\Access\HandlesAuthorization;
 
 class TransactionPolicy
 {
@@ -25,6 +25,11 @@ public function update(User $user, Transaction $transaction)
         return $user->current_team_id == $transaction->team_id;
     }
 
+    public function updateBulk(User $user)
+    {
+        return $user->current_team_id;
+    }
+
     public function delete(User $user, Transaction $transaction)
     {
         return $user->current_team_id == $transaction->team_id;

app/Domains/LogerProfile/Http/Controllers/LogerProfileController.php

@@ -2,10 +2,11 @@
 
 namespace App\Domains\LogerProfile\Http\Controllers;
 
-use App\Domains\LogerProfile\Data\LogerProfileData;
-use App\Domains\LogerProfile\Services\LogerProfileService;
+use App\Models\Setting;
 use App\Http\Controllers\Controller;
+use App\Domains\LogerProfile\Data\LogerProfileData;
 use App\Http\Controllers\Traits\HasEnrichedRequest;
+use App\Domains\LogerProfile\Services\LogerProfileService;
 
 class LogerProfileController extends Controller
 {
@@ -28,7 +29,6 @@ public function store(LogerProfileService $profileService)
 
     public function show(LogerProfileService $profileService, int $profileId)
     {
-
         return inertia('LogerProfile/ProfileView', [
             'profiles' => $profileService->list(auth()->user()->current_team_id),
             'profile' => $profileService->getById($profileId),
@@ -37,4 +37,14 @@ public function show(LogerProfileService $profileService, int $profileId)
             },
         ]);
     }
+
+    public function transactions(int $profileId, LogerProfileService $profileService)
+    {
+        $queryParams = request()->query();
+
+        $filters = isset($queryParams['filter']) ? $queryParams['filter'] : [];
+        [$startDate, $endDate] = $this->getFilterDates($filters);
+
+        return $profileService->getTransactionsByProfileId($profileId, $startDate, $endDate);
+    }
 }

app/Domains/LogerProfile/Http/Controllers/LogerProfileEntityController.php

@@ -2,10 +2,10 @@
 
 namespace App\Domains\LogerProfile\Http\Controllers;
 
-use App\Domains\LogerProfile\Data\ProfileEntityData;
-use App\Domains\LogerProfile\Services\LogerProfileService;
 use App\Http\Controllers\Controller;
 use App\Http\Controllers\Traits\HasEnrichedRequest;
+use App\Domains\LogerProfile\Data\ProfileEntityData;
+use App\Domains\LogerProfile\Services\LogerProfileService;
 
 class LogerProfileEntityController extends Controller
 {

app/Domains/LogerProfile/Services/LogerProfileService.php

@@ -2,10 +2,13 @@
 
 namespace App\Domains\LogerProfile\Services;
 
+use App\Domains\AppCore\Models\Category;
+use App\Domains\LogerProfile\Models\LogerProfile;
 use App\Domains\LogerProfile\Data\LogerProfileData;
+use App\Domains\Transaction\Models\TransactionLine;
 use App\Domains\LogerProfile\Data\ProfileEntityData;
-use App\Domains\LogerProfile\Models\LogerProfile;
 use App\Domains\LogerProfile\Models\LogerProfileEntity;
+use App\Domains\Transaction\Services\TransactionService;
 
 class LogerProfileService
 {
@@ -40,4 +43,28 @@ public function getEntitiesByProfileId(int $profileId)
             'profile_id' => $profileId,
         ])->get());
     }
+
+    public function getTransactionsByProfileId(int $profileId, $startDate, $endDate)
+    {
+        $entities =  LogerProfileEntity::where([
+            'profile_id' => $profileId,
+            'entity_type' => Category::class
+        ])->get();
+
+        $categories = $entities->map(fn ($entity) => $entity->entity->id)->all();
+
+        $teamId = $entities[0]->team_id;
+
+        $transactions = TransactionLine::byTeam($teamId)
+            ->inDateFrame($startDate, $endDate)
+            ->expenseCategories($categories)
+            ->verified()
+            ->orderByDesc('transactions.date')
+            ->get();
+
+        return [
+            "data" => $transactions,
+            "total" => $transactions->sum('total'),
+        ];
+    }
 }

app/Domains/LogerProfile/routes.php

@@ -1,11 +1,12 @@
 <?php
 
+use Illuminate\Support\Facades\Route;
 use App\Domains\LogerProfile\Http\Controllers\LogerProfileController;
 use App\Domains\LogerProfile\Http\Controllers\LogerProfileEntityController;
-use Illuminate\Support\Facades\Route;
 
 Route::middleware(['auth:sanctum', 'atmosphere.teamed', 'verified'])->group(function () {
     // Route::resource('/loger-profiles', [LogerProfileController::class, 'index'])->name('profiles.index');
     Route::resource('/loger-profiles', LogerProfileController::class);
     Route::resource('/loger-profiles/{profileId}/entities', LogerProfileEntityController::class);
+    Route::get('/loger-profiles/{profileId}/transactions', [LogerProfileController::class, 'transactions']);
 });

app/Domains/Transaction/Services/ReportService.php

@@ -2,10 +2,10 @@
 
 namespace App\Domains\Transaction\Services;
 
-use App\Domains\Transaction\Models\Transaction;
-use App\Domains\Transaction\Models\TransactionLine;
 use Carbon\Carbon;
 use Illuminate\Support\Facades\DB;
+use App\Domains\Transaction\Models\Transaction;
+use App\Domains\Transaction\Models\TransactionLine;
 
 class ReportService
 {
@@ -40,12 +40,12 @@ public function revenueReport($teamId, $methodName = 'payments')
         return $results;
     }
 
-    public static function generateExpensesByPeriod($teamId, $timeUnit = 'month', $timeUnitDiff = 2, $type = 'expenses')
+    public static function generateExpensesByPeriod($teamId, $startDate, $timeUnitDiff = 2,  $timeUnit = 'month')
     {
-        $endDate = Carbon::now()->endOfMonth()->format('Y-m-d');
-        $startDate = Carbon::now()->subMonth($timeUnitDiff)->startOfMonth()->format('Y-m-d');
+        $rangeEndAt = Carbon::createFromFormat('Y-m-d', $startDate)->endOfMonth()->format('Y-m-d');
+        $rangeStartAt = Carbon::now()->subMonth($timeUnitDiff)->startOfMonth()->format('Y-m-d');
 
-        $results = self::getExpensesByCategoriesInPeriod($teamId, $startDate, $endDate);
+        $results = self::getExpensesByCategoriesInPeriod($teamId, $rangeStartAt, $rangeEndAt);
         $resultGroup = $results->groupBy('date');
 
         return $resultGroup->map(function ($monthItems) {
@@ -57,6 +57,36 @@ public static function generateExpensesByPeriod($teamId, $timeUnit = 'month', $t
         }, $resultGroup)->sortBy('date');
     }
 
+    public static function getIncomeVsExpenses($teamId, $timeUnitDiff = 2, $startDate = null, $timeUnit = 'month')
+    {
+        $endDate = Carbon::now()->endOfMonth()->format('Y-m-d');
+        $startDate = Carbon::now()->subMonth($timeUnitDiff)->startOfMonth()->format('Y-m-d');
+
+        $expenses = self::getExpensesByCategoriesInPeriod($teamId, $startDate, $endDate);
+        $expensesGroup = $expenses->groupBy('date');
+
+
+
+        $income = self::getIncomeByPayeeInPeriod($teamId, $startDate, $endDate);
+        $incomeCategories =  $income->groupBy('date');
+
+        $dates = $expensesGroup->keys();
+
+
+        return $dates->map(function ($month) use ($incomeCategories, $expensesGroup) {
+            $incomeData = $incomeCategories->get($month);
+            $expenseData = $expensesGroup->get($month);
+            return [
+                'date' => $month,
+                'month_date' => $month,
+                'income' => $incomeData?->values()->all() ?? [],
+                "expense" => $expenseData?->values()->all() ?? [],
+                'assets' => $incomeData?->sum('total_amount') ?? 0,
+                'debts' => $expenseData?->sum('total') ?? 0,
+            ];
+        })->sortBy('date')->values()->toArray();
+    }
+
     public static function generateCurrentPreviousReport($teamId, $timeUnit = 'month', $timeUnitDiff = 2, $type = 'expenses')
     {
         $endDate = Carbon::now()->endOfMonth()->format('Y-m-d');
@@ -101,6 +131,19 @@ public static function getExpensesByYear($year, $teamId)
             ->get();
     }
 
+    public static function getIncomeByPayeeInPeriod($teamId, $startDate, $endDate)
+    {
+        return TransactionLine::byTeam($teamId)
+            ->balance()
+            ->inDateFrame($startDate, $endDate)
+            ->incomePayees()
+            ->selectRaw('date_format(transaction_lines.date, "%Y-%m-%01") as date, payees.name, payees.id')
+            ->groupByRaw('date_format(transaction_lines.date, "%Y-%m"), payees.id')
+            ->orderByDesc('date')
+            ->join('transactions', 'transactions.id', 'transaction_lines.transaction_id')
+            ->get();
+    }
+
     public static function getExpensesByCategoriesInPeriod($teamId, $startDate, $endDate, $categories = null)
     {
         return Transaction::byTeam($teamId)

app/Domains/Transaction/Traits/TransactionLineTrait.php

@@ -2,9 +2,9 @@
 
 namespace App\Domains\Transaction\Traits;
 
-use App\Domains\Budget\Data\BudgetReservedNames;
 use Illuminate\Support\Facades\DB;
 use Insane\Journal\Models\Core\Transaction;
+use App\Domains\Budget\Data\BudgetReservedNames;
 
 trait TransactionLineTrait
 {
@@ -91,6 +91,19 @@ public function scopeExpenseCategories($query, array $categories = null)
         return $query;
     }
 
+    public function scopeIncomePayees($query, array $payees = null)
+    {
+        $query->where('categories.name', BudgetReservedNames::READY_TO_ASSIGN->value)
+            ->join('categories', 'transaction_lines.category_id', '=', 'categories.id')
+            ->join('payees', 'transaction_lines.payee_id', '=', 'payees.id');
+
+        if ($payees) {
+            $query->whereIn('transaction_lines.payee_id', $payees);
+        }
+
+        return $query;
+    }
+
     public function scopePayees($query, array $payees)
     {
         return $query->whereIn('transaction_lines.payee_id', $payees)

app/Http/Controllers/Finance/FinanceTrendController.php

@@ -21,6 +21,7 @@ class FinanceTrendController extends Controller
         'payees' => 'payee',
         'net-worth' => 'NetWorth',
         'income-expenses' => 'IncomeExpenses',
+        'spending-year' => 'spendingYear',
         'income-expenses-graph' => 'IncomeExpensesGraph',
         'year-summary' => 'yearSummary',
     ];
@@ -143,17 +144,40 @@ public function incomeExpensesGraph()
         $teamId = request()->user()->current_team_id;
 
         return [
-            'data' => ReportService::generateExpensesByPeriod($teamId, 'month', 12),
+            'data' => ReportService::getIncomeVsExpenses($teamId, 12),
             'metaData' => [
                 'name' => 'incomeExpensesGraph',
                 'title' => 'Income vs Expenses',
                 'props' => [
                     'headerTemplate' => 'grid',
+                    "assetsLabel" => "income",
+                    "debtsLabel" => "expense"
                 ],
             ],
         ];
     }
 
+    public function spendingYear()
+    {
+        $queryParams = request()->query();
+        $filters = isset($queryParams['filter']) ? $queryParams['filter'] : [];
+        [$startDate, $endDate] = $this->getFilterDates($filters);
+        $teamId = request()->user()->current_team_id;
+
+        return [
+            'data' => ReportService::generateExpensesByPeriod($teamId, $startDate, 12),
+            'metaData' => [
+                'name' => 'spendingYear',
+                'title' => 'Expenses',
+                'props' => [
+                    'headerTemplate' => 'grid',
+                ],
+            ],
+        ];
+    }
+
+
+
     public function yearSummary()
     {
         // $queryParams = request()->query();

app/Http/Controllers/System/DashboardController.php

@@ -39,7 +39,7 @@ public function __invoke()
             'budgetTotal' => $budget,
             'transactionTotal' => $transactionsTotal,
             'expenses' => ReportService::generateCurrentPreviousReport($teamId, 'month', 1),
-            'revenue' => ReportService::generateExpensesByPeriod($teamId),
+            'revenue' => ReportService::generateExpensesByPeriod($teamId, $startDate),
             'onboarding' => function () use ($team) {
                 $onboarding = $team->onboarding();
 

components.d.ts

@@ -7,12 +7,10 @@ export {}
 
 declare module 'vue' {
   export interface GlobalComponents {
-    IClarityContractLine: typeof import('~icons/clarity/contract-line')['default']
     IFluentFoodApple20Filled: typeof import('~icons/fluent/food-apple20-filled')['default']
     IIcRoundQueryStats: typeof import('~icons/ic/round-query-stats')['default']
     IIonEllipsisVertical: typeof import('~icons/ion/ellipsis-vertical')['default']
     IMaterialSymbolsBrightnessAlertOutlineRounded: typeof import('~icons/material-symbols/brightness-alert-outline-rounded')['default']
-    IMaterialSymbolsHomeWorkOutline: typeof import('~icons/material-symbols/home-work-outline')['default']
     IMdiBankTransfer: typeof import('~icons/mdi/bank-transfer')['default']
     IMdiBankTransferIn: typeof import('~icons/mdi/bank-transfer-in')['default']
     IMdiBankTransferOut: typeof import('~icons/mdi/bank-transfer-out')['default']
@@ -22,10 +20,7 @@ declare module 'vue' {
     IMdiChevronRight: typeof import('~icons/mdi/chevron-right')['default']
     IMdiClose: typeof import('~icons/mdi/close')['default']
     IMdiEdit: typeof import('~icons/mdi/edit')['default']
-    IMdiEllipsis: typeof import('~icons/mdi/ellipsis')['default']
-    IMdiEllipsisV: typeof import('~icons/mdi/ellipsis-v')['default']
     IMdiEllipsisVertical: typeof import('~icons/mdi/ellipsis-vertical')['default']
-    IMdiEllipsys: typeof import('~icons/mdi/ellipsys')['default']
     IMdiExport: typeof import('~icons/mdi/export')['default']
     IMdiFile: typeof import('~icons/mdi/file')['default']
     IMdiFilter: typeof import('~icons/mdi/filter')['default']
@@ -41,5 +36,6 @@ declare module 'vue' {
     IMdiStarOutline: typeof import('~icons/mdi/star-outline')['default']
     IMdiSync: typeof import('~icons/mdi/sync')['default']
     IMdiTrash: typeof import('~icons/mdi/trash')['default']
+    IMdiWallet: typeof import('~icons/mdi/wallet')['default']
   }
 }