webmoney/backend/app/Http/Controllers/Api/BudgetController.php
marco 54cccdd095 refactor: migração para desenvolvimento direto no servidor
- Removido README.md padrão do Laravel (backend)
- Removidos scripts de deploy (não mais necessários)
- Atualizado copilot-instructions.md para novo fluxo
- Adicionada documentação de auditoria do servidor
- Sincronizado código de produção com repositório

Novo workflow:
- Trabalhamos diretamente em /root/webmoney (symlink para /var/www/webmoney)
- Mudanças PHP são instantâneas
- Mudanças React requerem 'npm run build'
- Commit após validação funcional
2025-12-19 11:45:32 +01:00

373 lines
14 KiB
PHP
Executable File

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