Monthly email report #feature

app/BusinessLogic/ReportManager.php

@@ -0,0 +1,157 @@
+<?php
+
+namespace App\BusinessLogic;
+
+use App\Contracts\ReportManager as ReportManagerContract;
+use App\Domain\Ranges\CurrentMonth;
+use App\Domain\Ranges\LastMonth;
+use App\Models\Brand;
+use App\Models\Category;
+use App\Models\Transaction;
+
+class ReportManager implements ReportManagerContract
+{
+    protected $data = [];
+
+    public function generate() 
+    {
+        $newBrands = Brand::whereBetween('created_at', [now()->startOfMonth(), now()->endOfMonth()])->pluck('name');
+
+        $currentMonthRange = new CurrentMonth;
+        $lastMonthRange = new LastMonth;
+
+        $this->addSection('Overview', $this->getOverviewData());
+
+        foreach(Category::all() as $category)
+        {
+            $brandsData = [];
+
+            foreach($category->brands as $brand) {
+                $totalCurrentMonth = $brand->transactions()->whereBetween('created_at', [$currentMonthRange->start(), $currentMonthRange->end()])->sum('amount');
+                $totalLastMonth = $brand->transactions()->whereBetween('created_at', [$lastMonthRange->start(), $lastMonthRange->end()])->sum('amount');
+                $change = ! $totalLastMonth ? '-' : number_format(($totalCurrentMonth / $totalLastMonth - 1) * 100, 2);
+
+                $brandsData[] = [
+                    'name' => $brand->name,
+                    'total_current_month' => $totalCurrentMonth,
+                    'total_previous_month' => $totalLastMonth,
+                    'change' => $change,
+                    'change_color' => $this->getChangeColor($change, $category->type),
+                    'is_new' => $newBrands->contains($brand->name)
+                ];
+            }
+
+            $brandsData = $this->calculateAndAddAllBrandsData($brandsData, $category);
+
+            $this->addSection($category->name, $brandsData);
+        }
+
+        return $this->data;
+    }
+
+    protected function addSection($sectionName, $data)
+    {
+        $this->data[$sectionName] = $data;
+    }
+
+    protected function getChangeColor($change, $type)
+    {
+        if($change == '-') {
+            return 'gray';
+        }
+
+        if($type == Category::INCOME) {
+            return $change >= 0 ? 'green' : 'red';
+        }
+
+        return $change >= 0 ? 'red' : 'green';
+    }
+
+    protected function calculateAndAddAllBrandsData($brandsData, $category)
+    {
+        $allCurrentMonth = array_reduce($brandsData, function ($carry, $item) {
+            $carry += $item['total_current_month'];
+
+            return $carry;
+        });
+
+        $allLastMonth = array_reduce($brandsData, function ($carry, $item) {
+            $carry += $item['total_previous_month'];
+
+            return $carry;
+        });
+
+        $change = ! $allLastMonth ? '-' : number_format(($allCurrentMonth / $allLastMonth - 1) * 100, 2);
+
+        return array_merge([[
+            'name' => 'All',
+            'total_current_month' => $allCurrentMonth,
+            'total_previous_month' => $allLastMonth,
+            'change' => $change,
+            'change_color' => $this->getChangeColor($change, $category->type)
+        ]], $brandsData);
+    }
+
+    protected function getOverviewData()
+    {
+        return [
+            $this->getTotalCash(),
+            $this->getTotalIncome(),
+            $this->getTotalExpenses(),
+        ];
+    }
+
+    protected function getTotalCash()
+    {
+        $totalIncome = Transaction::income()->sum('amount');
+        $totalExpenses = Transaction::expenses()->sum('amount');
+
+        $totalIncomeExcludingThisMonth = Transaction::income()->where('created_at', '<', now()->startOfMonth())->sum('amount');
+        $totalExpensesExcludingThisMonth = Transaction::expenses()->where('created_at', '<', now()->startOfMonth())->sum('amount');
+
+        $totalCashTillNow = $totalIncome - $totalExpenses;
+        $totalCashExcludingThisMonth = $totalIncomeExcludingThisMonth - $totalExpensesExcludingThisMonth;
+
+        $change = ! $totalCashExcludingThisMonth ? '-' : number_format(($totalCashTillNow / $totalCashExcludingThisMonth - 1) * 100, 2);
+
+        return [
+            'name' => 'Total Cash',
+            'total_current_month' => $totalCashTillNow,
+            'total_previous_month' => $totalCashExcludingThisMonth,
+            'change' => $change,
+            'change_color' => $this->getChangeColor($change, 'INCOME')
+        ];
+    }
+
+    protected function getTotalIncome()
+    {
+        $total = Transaction::income()->whereBetween('created_at', [now()->startOfMonth(), now()->endOfMonth()])->sum('amount');
+        $totalExcludingThisMonth = Transaction::income()->whereBetween('created_at', [now()->subMonth()->startOfMonth(), now()->subMonth()->endOfMonth()])->sum('amount');
+
+        $change = ! $totalExcludingThisMonth ? '-' : number_format(($total / $totalExcludingThisMonth - 1) * 100, 2);
+
+        return [
+            'name' => 'Total Income',
+            'total_current_month' => $total,
+            'total_previous_month' => $totalExcludingThisMonth,
+            'change' => $change,
+            'change_color' => $this->getChangeColor($change, 'INCOME')
+        ];
+    }
+
+    protected function getTotalExpenses()
+    {
+        $total = Transaction::expenses()->whereBetween('created_at', [now()->startOfMonth(), now()->endOfMonth()])->sum('amount');
+        $totalExcludingThisMonth = Transaction::expenses()->whereBetween('created_at', [now()->subMonth()->startOfMonth(), now()->subMonth()->endOfMonth()])->sum('amount');
+
+        $change = ! $totalExcludingThisMonth ? '-' : number_format(($total / $totalExcludingThisMonth - 1) * 100, 2);
+
+        return [
+            'name' => 'Total Expenses',
+            'total_current_month' => $total,
+            'total_previous_month' => $totalExcludingThisMonth,
+            'change' => $change,
+            'change_color' => $this->getChangeColor($change, 'EXPENSES')
+        ];
+    }
+}

app/Console/Commands/ReportCommand.php

@@ -0,0 +1,46 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Models\User;
+use Illuminate\Console\Command;
+use App\Notifications\FinanceMonthlyReportNotification;
+
+class ReportCommand extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'finance:report';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Report the finance data for the current month';
+
+    /**
+     * Create a new command instance.
+     *
+     * @return void
+     */
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * Execute the console command.
+     *
+     * @return int
+     */
+    public function handle()
+    {
+        User::first()->notify(new FinanceMonthlyReportNotification);
+
+        return 0;
+    }
+}

app/Console/Kernel.php

@@ -15,7 +15,7 @@ class Kernel extends ConsoleKernel
      */
     protected function schedule(Schedule $schedule)
     {
-        // $schedule->command('inspire')->hourly();
+        $schedule->command('finance:report')->onOneServer()->lastDayOfMonth('23:00');
     }
 
     /**

app/Contracts/ReportManager.php

@@ -0,0 +1,8 @@
+<?php
+
+namespace App\Contracts;
+
+interface ReportManager 
+{
+    public function generate();
+}

app/Notifications/FinanceMonthlyReportNotification.php

@@ -0,0 +1,69 @@
+<?php
+
+namespace App\Notifications;
+
+use App\Contracts\ReportManager;
+use App\Services\PdfRenderer;
+use Illuminate\Bus\Queueable;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Notifications\Messages\MailMessage;
+use Illuminate\Notifications\Notification;
+
+class FinanceMonthlyReportNotification extends Notification
+{
+    use Queueable;
+
+    /**
+     * Create a new notification instance.
+     *
+     * @return void
+     */
+    public function __construct()
+    {
+        //
+    }
+
+    /**
+     * Get the notification's delivery channels.
+     *
+     * @param  mixed  $notifiable
+     * @return array
+     */
+    public function via($notifiable)
+    {
+        return ['mail'];
+    }
+
+    /**
+     * Get the mail representation of the notification.
+     *
+     * @param  mixed  $notifiable
+     * @return \Illuminate\Notifications\Messages\MailMessage
+     */
+    public function toMail($notifiable)
+    {
+        $data = [
+            'sections' => app(ReportManager::class)->generate(),
+            'currency' => config('finance.currency'),
+            'month' => now()->format('M Y')
+        ];
+
+        return (new MailMessage)
+                    ->subject('Finance report for ' . $data['month'])
+                    ->line('Please find the finance report attachment for ' . $data['month'])
+                    ->attachData(PdfRenderer::render('report', $data), 'finance-report.pdf');
+    }
+
+    /**
+     * Get the array representation of the notification.
+     *
+     * @param  mixed  $notifiable
+     * @return array
+     */
+    public function toArray($notifiable)
+    {
+        return [
+            //
+        ];
+    }
+}

app/Providers/AppServiceProvider.php

@@ -5,9 +5,11 @@
 use App\BusinessLogic\SmsParser;
 use Illuminate\Support\ServiceProvider;
 use App\BusinessLogic\SmsTemplateDetector;
+use App\BusinessLogic\ReportManager;
 use App\BusinessLogic\SmsTransactionProcessor;
 use App\Contracts\SmsParser as SmsParserContract;
 use App\Contracts\SmsTemplateDetector as SmsTemplateDetectorContract;
+use App\Contracts\ReportManager as ReportManagerContract;
 use App\Contracts\SmsTransactionProcessor as SmsTransactionProcessorContract;
 use App\Domain\Ranges\CurrentMonth;
 use App\Domain\Ranges\CurrentYear;
@@ -27,6 +29,7 @@ public function register()
         $this->app->bind(SmsParserContract::class, SmsParser::class);
         $this->app->bind(SmsTemplateDetectorContract::class, SmsTemplateDetector::class);
         $this->app->bind(SmsTransactionProcessorContract::class, SmsTransactionProcessor::class);
+        $this->app->bind(ReportManagerContract::class, ReportManager::class);
 
         // TODO: find a better way to load classes based on base class Range
         $this->app->bind('findRangeByKey', function($_, $params) {

app/Services/PdfRenderer.php

@@ -0,0 +1,28 @@
+<?php
+
+namespace App\Services;
+
+use Dompdf\Dompdf;
+use Dompdf\Options;
+use Illuminate\Support\Facades\View;
+
+class PdfRenderer
+{
+    public static function render($view, $data)
+    {
+        if (! defined('DOMPDF_ENABLE_AUTOLOAD')) {
+            define('DOMPDF_ENABLE_AUTOLOAD', false);
+        }
+
+        $dompdfOptions = new Options();
+        $dompdfOptions->setChroot(base_path());
+
+        $dompdf = new Dompdf($dompdfOptions);
+        $dompdf->setPaper('A4');
+
+        $dompdf->loadHtml(View::make($view, $data)->render());
+        $dompdf->render();
+
+        return (string) $dompdf->output();
+    }
+}

composer.json

@@ -6,7 +6,9 @@
     "license": "MIT",
     "require": {
         "php": "^7.3|^8.0",
+        "aws/aws-sdk-php": "^3.199",
         "binarytorch/larecipe": "^2.4",
+        "dompdf/dompdf": "^1.1",
         "fruitcake/laravel-cors": "^2.0",
         "guzzlehttp/guzzle": "^7.0.1",
         "inertiajs/inertia-laravel": "^0.4.5",