TDD for profit and loss

app/Models/Expense.php

@@ -114,7 +114,7 @@ class Expense extends BaseModel
 
     public function category()
     {
-        return $this->belongsTo(ExpenseCategory::class);
+        return $this->belongsTo(ExpenseCategory::class)->withTrashed();
     }
 
     public function payment_type()

app/Services/Report/ProfitLoss.php

@@ -55,9 +55,9 @@ class ProfitLoss
 
     protected Company $company;
 
-    public function __construct(Company $company, array $payload, CurrencyApi $currency_api)
+    public function __construct(Company $company, array $payload)
     {
-        $this->currency_api = $currency_api;
+        $this->currency_api = new CurrencyApi();
 
         $this->company = $company;
 
@@ -167,7 +167,7 @@ class ProfitLoss
     }
 
 
-    private function calculateExpensesWithoutTaxes($expenses)
+    private function calculateExpenses($expenses)
     {
 
         $data = [];
@@ -177,8 +177,11 @@ class ProfitLoss
         {
             $data[] = [
                 'total' => $expense->amount,
-                'converted_total' => $this->getConvertedTotal($expense->amount, $expense->exchange_rate),
+                'converted_total' => $converted_total = $this->getConvertedTotal($expense->amount, $expense->exchange_rate),
-                'tax' => $this->getTax($expense),
+                'tax' => $tax = $this->getTax($expense),
+                'net_converted_total' => $expense->uses_inclusive_taxes ? ( $converted_total - $tax ) : $converted_total,
+                'category_id' => $expense->category_id,
+                'category_name' => $expense->category ? $expense->category->name : "No Category Defined",
             ];
 
         }
@@ -193,17 +196,37 @@ class ProfitLoss
 
         if($expense->calculate_tax_by_amount)
         {
-            $total_tax = $expense->tax_amount1 + $expense->tax_amount2 + $expense->tax_amount3;
+            return $expense->tax_amount1 + $expense->tax_amount2 + $expense->tax_amount3;
         }
 
 
-        return ($amount - ($amount / (1 + ($tax_rate / 100))));
+        if($expense->uses_inclusive_taxes){
+
+            $inclusive = 0;
+
+            $inclusive += ($amount - ($amount / (1 + ($expense->tax_rate1 / 100))));
+            $inclusive += ($amount - ($amount / (1 + ($expense->tax_rate2 / 100))));
+            $inclusive += ($amount - ($amount / (1 + ($expense->tax_rate3 / 100))));
+
+            return round($inclusive,2);
+
+        }
+
+
+        $exclusive = 0;
+
+        $exclusive += $amount * ($expense->tax_rate1 / 100);
+        $exclusive += $amount * ($expense->tax_rate2 / 100);
+        $exclusive += $amount * ($expense->tax_rate3 / 100);
+
+
+        return $exclusive;
 
     }
 
-    private function getConvertedTotal($amount, $exchange_rate)
+    private function getConvertedTotal($amount, $exchange_rate = 1)
     {
-        return round($amount * $exchange_rate,2);
+        return round(($amount * $exchange_rate) ,2);
     }
 
     private function expenseCalcWithTax()
@@ -231,7 +254,7 @@ class ProfitLoss
             $this->is_expense_billed = boolval($this->payload['expense_billed']);
 
         if(array_key_exists('include_tax', $this->payload))
-            $this->is_tax_included = boolval($this->payload['is_tax_included']);
+            $this->is_tax_included = boolval($this->payload['include_tax']);
 
         return $this;
 

tests/Feature/Export/ProfitAndLossReportTest.php

@@ -10,7 +10,9 @@
  */
 namespace Tests\Feature\Export;
 
+use App\Models\Company;
 use App\Models\Invoice;
+use App\Services\Report\ProfitLoss;
 use App\Utils\Traits\MakesHash;
 use Illuminate\Routing\Middleware\ThrottleRequests;
 use Illuminate\Support\Facades\Storage;
@@ -20,6 +22,7 @@ use Tests\TestCase;
 
 /**
  * @test
+ * @covers App\Services\Report\ProfitLoss
  */
 class ProfitAndLossReportTest extends TestCase
 {
@@ -39,16 +42,42 @@ class ProfitAndLossReportTest extends TestCase
         $this->withoutExceptionHandling();
     }
 
-    private function buildReportData()
+/**
+ *
+ *      start_date - Y-m-d
+        end_date - Y-m-d
+        date_range - 
+            all
+            last7
+            last30
+            this_month
+            last_month
+            this_quarter
+            last_quarter
+            this_year
+            custom
+        income_billed - true = Invoiced || false = Payments
+        expense_billed - true = Expensed || false = Expenses marked as paid
+        include_tax - true tax_included || false - tax_excluded
+
+*/
+    public function testProfitLossInstance()
     {
         $company = Company::factory()->create([
                 'account_id' => $this->account->id,
             ]);
 
-    }
+        $payload = [
+            'start_date' => '2000-01-01',
+            'end_date' => '2030-01-11',
+            'date_range' => 'custom',
+            'income_billed' => true,
+            'include_tax' => false
+        ];
 
-    public function testExportCsv()
+        $pl = new ProfitLoss($company, $payload);
-    {
+
+        $this->assertInstanceOf(ProfitLoss::class, $pl);
 
     }
 }