19dcdce262
## New Features - Email notifications for overdue and upcoming payments - User preferences page for notification settings - Daily scheduler to send alerts at user-configured time - Smart analysis: payable items, transfer suggestions between accounts ## Backend - Migration for user_preferences table - SendDuePaymentsAlert Artisan command - DuePaymentsAlert Mailable with HTML/text templates - UserPreferenceController with test-notification endpoint - Scheduler config for notify:due-payments command ## Frontend - Preferences.jsx page with notification toggle - API service for preferences - Route and menu link for settings - Translations (PT-BR, EN, ES) ## Server - Cron configured for Laravel scheduler Version: 1.44.5
373 lines
14 KiB
PHP
373 lines
14 KiB
PHP
<?php
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namespace App\Http\Controllers\Api;
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use App\Http\Controllers\Controller;
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use App\Models\Budget;
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use App\Models\Category;
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use App\Models\Transaction;
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use Illuminate\Http\Request;
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use Illuminate\Support\Facades\Auth;
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use Carbon\Carbon;
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class BudgetController extends Controller
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{
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/**
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* Listar presupuestos de un período
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*/
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public function index(Request $request)
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{
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$year = $request->get('year', now()->year);
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$month = $request->get('month', now()->month);
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$budgets = Budget::forUser(Auth::id())
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->forPeriod($year, $month)
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->active()
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->with(['category', 'subcategory', 'costCenter'])
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->orderBy('amount', 'desc')
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->get();
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// Calcular totales
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$totalBudget = $budgets->sum('amount');
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$totalSpent = $budgets->sum('spent_amount');
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$totalRemaining = $totalBudget - $totalSpent;
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return response()->json([
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'data' => $budgets,
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'summary' => [
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'total_budget' => $totalBudget,
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'total_spent' => $totalSpent,
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'total_remaining' => $totalRemaining,
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'usage_percentage' => $totalBudget > 0 ? round(($totalSpent / $totalBudget) * 100, 1) : 0,
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'year' => $year,
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'month' => $month,
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'period_label' => Carbon::createFromDate($year, $month, 1)->format('F Y'),
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],
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]);
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}
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/**
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* Crear un presupuesto (con propagación automática a meses futuros)
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*/
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public function store(Request $request)
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{
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$validated = $request->validate([
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'category_id' => 'nullable|exists:categories,id',
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'subcategory_id' => 'nullable|exists:categories,id',
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'cost_center_id' => 'nullable|exists:cost_centers,id',
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'name' => 'nullable|string|max:255',
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'amount' => 'required|numeric|min:0.01',
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'currency' => 'nullable|string|size:3',
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'year' => 'required|integer|min:2020|max:2100',
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'month' => 'required|integer|min:1|max:12',
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'period_type' => 'nullable|in:monthly,bimestral,trimestral,semestral,yearly',
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'is_cumulative' => 'nullable|boolean',
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'notes' => 'nullable|string',
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]);
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// Validar que ao menos uma (categoria, subcategoria ou centro de custos) esteja preenchida
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if (empty($validated['category_id']) && empty($validated['subcategory_id']) && empty($validated['cost_center_id'])) {
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return response()->json([
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'message' => 'Debe especificar al menos una categoría, subcategoría o centro de custos',
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], 422);
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}
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// Validar que subcategoria pertence à categoria (se ambas fornecidas)
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if (!empty($validated['subcategory_id']) && !empty($validated['category_id'])) {
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$subcat = Category::find($validated['subcategory_id']);
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if ($subcat && $subcat->parent_id != $validated['category_id']) {
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return response()->json([
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'message' => 'A subcategoria não pertence à categoria selecionada',
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], 422);
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}
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}
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// Se tem subcategoria mas não tem categoria, buscar a categoria pai
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if (!empty($validated['subcategory_id']) && empty($validated['category_id'])) {
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$subcat = Category::find($validated['subcategory_id']);
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if ($subcat && $subcat->parent_id) {
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$validated['category_id'] = $subcat->parent_id;
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}
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}
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// Verificar que no exista ya
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$exists = Budget::forUser(Auth::id())
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->where('category_id', $validated['category_id'])
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->where('subcategory_id', $validated['subcategory_id'] ?? null)
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->where('cost_center_id', $validated['cost_center_id'] ?? null)
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->where('year', $validated['year'])
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->where('month', $validated['month'])
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->exists();
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if ($exists) {
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return response()->json([
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'message' => 'Ya existe un presupuesto para esta categoría/subcategoría en este período',
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], 422);
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}
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$validated['user_id'] = Auth::id();
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// Adicionar moeda primária do usuário se não fornecida
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if (empty($validated['currency'])) {
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$validated['currency'] = Auth::user()->primary_currency ?? 'EUR';
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}
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// Crear el presupuesto del mes actual
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$budget = Budget::create($validated);
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// Determinar el salto de meses según period_type
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$periodType = $validated['period_type'] ?? 'monthly';
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$periodStepMap = [
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'monthly' => 1, // A cada 1 mes (Jan, Feb, Mar, ..., Dec) = 12 presupuestos
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'bimestral' => 2, // A cada 2 meses (Jan, Mar, May, Jul, Sep, Nov) = 6 presupuestos
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'trimestral' => 3, // A cada 3 meses (Jan, Apr, Jul, Oct) = 4 presupuestos
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'semestral' => 6, // A cada 6 meses (Jan, Jul) = 2 presupuestos
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'yearly' => 12, // A cada 12 meses (solo Jan) = 1 presupuesto
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];
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$step = $periodStepMap[$periodType] ?? 1;
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$currentYear = $validated['year'];
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$currentMonth = $validated['month'];
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// Propagar hasta completar 12 meses (1 año)
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for ($monthsAhead = $step; $monthsAhead < 12; $monthsAhead += $step) {
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$nextMonth = $currentMonth + $monthsAhead;
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$nextYear = $currentYear;
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if ($nextMonth > 12) {
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$nextMonth -= 12;
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$nextYear++;
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}
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// Solo crear si no existe
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$existsNext = Budget::forUser(Auth::id())
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->where('category_id', $validated['category_id'])
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->where('subcategory_id', $validated['subcategory_id'] ?? null)
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->where('cost_center_id', $validated['cost_center_id'] ?? null)
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->where('year', $nextYear)
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->where('month', $nextMonth)
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->exists();
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if (!$existsNext) {
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Budget::create([
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'user_id' => Auth::id(),
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'category_id' => $validated['category_id'],
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'subcategory_id' => $validated['subcategory_id'] ?? null,
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'cost_center_id' => $validated['cost_center_id'] ?? null,
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'name' => $validated['name'] ?? null,
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'amount' => $validated['amount'],
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'currency' => $validated['currency'] ?? null,
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'year' => $nextYear,
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'month' => $nextMonth,
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'period_type' => $validated['period_type'] ?? 'monthly',
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'is_cumulative' => $validated['is_cumulative'] ?? false,
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'notes' => $validated['notes'] ?? null,
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]);
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}
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}
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return response()->json([
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'message' => 'Presupuesto creado y propagado',
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'data' => $budget->load(['category', 'subcategory', 'costCenter']),
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], 201);
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}
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/**
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* Ver un presupuesto
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*/
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public function show($id)
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{
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$budget = Budget::forUser(Auth::id())
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->with(['category', 'subcategory', 'costCenter'])
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->findOrFail($id);
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// Obtener transacciones del período
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$query = Transaction::where('user_id', Auth::id())
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->where('transaction_type', 'debit')
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->whereYear('effective_date', $budget->year)
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->whereMonth('effective_date', $budget->month);
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// Se tem subcategoria específica, usa apenas ela
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if ($budget->subcategory_id) {
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$query->where('category_id', $budget->subcategory_id);
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}
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// Se tem apenas categoria, inclui subcategorias
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elseif ($budget->category_id) {
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$categoryIds = [$budget->category_id];
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$subcategories = Category::where('parent_id', $budget->category_id)->pluck('id')->toArray();
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$categoryIds = array_merge($categoryIds, $subcategories);
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$query->whereIn('category_id', $categoryIds);
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}
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$transactions = $query->with('category')
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->orderBy('effective_date', 'desc')
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->limit(50)
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->get();
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return response()->json([
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'budget' => $budget,
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'transactions' => $transactions,
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]);
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}
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/**
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* Actualizar un presupuesto
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*/
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public function update(Request $request, $id)
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{
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$budget = Budget::forUser(Auth::id())->findOrFail($id);
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$validated = $request->validate([
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'amount' => 'sometimes|numeric|min:0.01',
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'notes' => 'nullable|string',
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'is_active' => 'sometimes|boolean',
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]);
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$budget->update($validated);
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return response()->json([
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'message' => 'Presupuesto actualizado',
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'data' => $budget->fresh('category'),
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]);
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}
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/**
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* Eliminar un presupuesto (y de meses futuros)
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*/
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public function destroy($id)
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{
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$budget = Budget::forUser(Auth::id())->findOrFail($id);
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$categoryId = $budget->category_id;
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$subcategoryId = $budget->subcategory_id;
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$year = $budget->year;
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$month = $budget->month;
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$costCenterId = $budget->cost_center_id;
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// Eliminar este e todos os futuros da mesma categoria/subcategoria/centro de custos
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Budget::forUser(Auth::id())
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->where('category_id', $categoryId)
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->where('subcategory_id', $subcategoryId)
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->where('cost_center_id', $costCenterId)
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->where(function($q) use ($year, $month) {
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$q->where('year', '>', $year)
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->orWhere(function($q2) use ($year, $month) {
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$q2->where('year', $year)
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->where('month', '>=', $month);
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});
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})
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->delete();
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return response()->json([
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'message' => 'Presupuesto eliminado (incluyendo meses futuros)',
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]);
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}
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/**
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* Copiar presupuestos al siguiente mes
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*/
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public function copyToNextMonth(Request $request)
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{
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$validated = $request->validate([
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'year' => 'required|integer',
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'month' => 'required|integer|min:1|max:12',
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]);
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Budget::copyToNextMonth(Auth::id(), $validated['year'], $validated['month']);
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$nextMonth = $validated['month'] === 12 ? 1 : $validated['month'] + 1;
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$nextYear = $validated['month'] === 12 ? $validated['year'] + 1 : $validated['year'];
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return response()->json([
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'message' => 'Presupuestos copiados',
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'next_period' => [
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'year' => $nextYear,
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'month' => $nextMonth,
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],
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]);
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}
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/**
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* Obtener categorías disponibles para presupuesto
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*/
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public function availableCategories(Request $request)
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{
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$year = $request->get('year', now()->year);
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$month = $request->get('month', now()->month);
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// Obtener pares (category_id, subcategory_id) já usados no período
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$usedPairs = Budget::forUser(Auth::id())
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->forPeriod($year, $month)
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->get()
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->map(fn($b) => $b->category_id . '_' . ($b->subcategory_id ?? 'null'))
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->toArray();
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// Categorías padre con tipo expense o both (gastos)
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$categories = Category::where('user_id', Auth::id())
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->whereNull('parent_id')
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->whereIn('type', ['expense', 'both'])
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->with(['subcategories' => function($q) {
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$q->orderBy('name');
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}])
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->orderBy('name')
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->get();
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// Filtrar categorias/subcategorias já usadas
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$available = $categories->map(function($category) use ($usedPairs) {
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$categoryKey = $category->id . '_null';
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// Filtrar subcategorias não usadas
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$availableSubcategories = $category->subcategories->filter(function($sub) use ($usedPairs, $category) {
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$subKey = $category->id . '_' . $sub->id;
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return !in_array($subKey, $usedPairs);
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})->values();
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return [
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'id' => $category->id,
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'name' => $category->name,
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'type' => $category->type,
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'color' => $category->color,
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'icon' => $category->icon,
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'is_available' => !in_array($categoryKey, $usedPairs),
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'subcategories' => $availableSubcategories,
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];
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})->filter(function($cat) {
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// Manter categoria se ela mesma está disponível OU se tem subcategorias disponíveis
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return $cat['is_available'] || $cat['subcategories']->count() > 0;
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})->values();
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return response()->json($available);
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}
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/**
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* Resumen anual de presupuestos
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*/
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public function yearSummary(Request $request)
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{
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$year = $request->get('year', now()->year);
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$monthlyData = [];
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for ($month = 1; $month <= 12; $month++) {
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$budgets = Budget::forUser(Auth::id())
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->forPeriod($year, $month)
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->active()
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->get();
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$totalBudget = $budgets->sum('amount');
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$totalSpent = $budgets->sum('spent_amount');
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$monthlyData[] = [
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'month' => $month,
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'month_name' => Carbon::createFromDate($year, $month, 1)->format('M'),
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'budgeted' => round($totalBudget, 2),
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'spent' => round($totalSpent, 2),
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'remaining' => round($totalBudget - $totalSpent, 2),
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'percentage' => $totalBudget > 0 ? round(($totalSpent / $totalBudget) * 100, 1) : 0,
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];
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}
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return response()->json($monthlyData);
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}
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}
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