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invoiceninja/app/Models/RecurringInvoice.php

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<?php
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/**
* Invoice Ninja (https://invoiceninja.com).
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*
* @link https://github.com/invoiceninja/invoiceninja source repository
*
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* @copyright Copyright (c) 2024. Invoice Ninja LLC (https://invoiceninja.com)
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*
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* @license https://www.elastic.co/licensing/elastic-license
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*/
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namespace App\Models;
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use App\Helpers\Invoice\InvoiceSum;
use App\Helpers\Invoice\InvoiceSumInclusive;
use App\Models\Presenters\RecurringInvoicePresenter;
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use App\Services\Recurring\RecurringService;
use App\Utils\Traits\MakesDates;
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use App\Utils\Traits\MakesHash;
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use App\Utils\Traits\Recurring\HasRecurrence;
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use Illuminate\Database\Eloquent\SoftDeletes;
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use Illuminate\Support\Carbon;
use Laracasts\Presenter\PresentableTrait;
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/**
* Class for Recurring Invoices.
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*
* @property int $id
* @property int $client_id
* @property int $user_id
* @property int|null $assigned_user_id
* @property int $company_id
* @property int|null $project_id
* @property int|null $vendor_id
* @property int $status_id
* @property string|null $number
* @property float $discount
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* @property bool $is_amount_discount
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* @property string|null $po_number
* @property string|null $date
* @property string|null $due_date
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* @property bool $is_deleted
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* @property array $line_items
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* @property object|string|null $backup
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* @property string|null $footer
* @property string|null $public_notes
* @property string|null $private_notes
* @property string|null $terms
* @property string|null $tax_name1
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* @property float $tax_rate1
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* @property string|null $tax_name2
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* @property float $tax_rate2
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* @property string|null $tax_name3
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* @property float $tax_rate3
* @property float $total_taxes
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* @property string|null $custom_value1
* @property string|null $custom_value2
* @property string|null $custom_value3
* @property string|null $custom_value4
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* @property float $amount
* @property float $balance
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* @property float|null $partial
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* @property string|null $last_viewed
* @property int $frequency_id
* @property string|null $last_sent_date
* @property string|null $next_send_date
* @property int|null $remaining_cycles
* @property int|null $created_at
* @property int|null $updated_at
* @property int|null $deleted_at
* @property string $auto_bill
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* @property bool $auto_bill_enabled
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* @property int|null $design_id
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* @property bool $uses_inclusive_taxes
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* @property float|null $custom_surcharge1
* @property float|null $custom_surcharge2
* @property float|null $custom_surcharge3
* @property float|null $custom_surcharge4
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* @property bool $custom_surcharge_tax1
* @property bool $custom_surcharge_tax2
* @property bool $custom_surcharge_tax3
* @property bool $custom_surcharge_tax4
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* @property string|null $due_date_days
* @property string|null $partial_due_date
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* @property float $exchange_rate
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* @property float $paid_to_date
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* @property int|null $subscription_id
* @property string|null $next_send_date_client
* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Activity> $activities
* @property-read int|null $activities_count
* @property-read \App\Models\User|null $assigned_user
* @property-read \App\Models\Client $client
* @property-read \App\Models\Company $company
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* @property \App\Models\RecurringInvoiceInvitation $invitation
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* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Document> $documents
* @property-read int|null $documents_count
* @property-read mixed $hashed_id
* @property-read mixed $status
* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Backup> $history
* @property-read int|null $history_count
* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\RecurringInvoiceInvitation> $invitations
* @property-read int|null $invitations_count
* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Invoice> $invoices
* @property-read int|null $invoices_count
* @property-read \App\Models\Project|null $project
* @property-read \App\Models\Subscription|null $subscription
* @property-read \App\Models\User $user
* @property-read \App\Models\Vendor|null $vendor
* @method static \Illuminate\Database\Eloquent\Builder|BaseModel exclude($columns)
* @method static \Database\Factories\RecurringInvoiceFactory factory($count = null, $state = [])
* @method static \Illuminate\Database\Eloquent\Builder|RecurringInvoice filter(\App\Filters\QueryFilters $filters)
* @method static \Illuminate\Database\Eloquent\Builder|RecurringInvoice newModelQuery()
* @method static \Illuminate\Database\Eloquent\Builder|RecurringInvoice newQuery()
* @method static \Illuminate\Database\Eloquent\Builder|RecurringInvoice onlyTrashed()
* @method static \Illuminate\Database\Eloquent\Builder|RecurringInvoice query()
* @method static \Illuminate\Database\Eloquent\Builder|BaseModel scope()
* @method static \Illuminate\Database\Eloquent\Builder|RecurringInvoice withTrashed()
* @method static \Illuminate\Database\Eloquent\Builder|RecurringInvoice withoutTrashed()
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* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Activity> $activities
* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Document> $documents
* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Backup> $history
* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\RecurringInvoiceInvitation> $invitations
* @property-read \Illuminate\Database\Eloquent\Collection<int, \App\Models\Invoice> $invoices
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* @property bool $is_proforma
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* @mixin \Eloquent
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*/
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class RecurringInvoice extends BaseModel
{
use MakesHash;
use SoftDeletes;
use Filterable;
use MakesDates;
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use HasRecurrence;
use PresentableTrait;
protected $presenter = RecurringInvoicePresenter::class;
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/**
* Invoice Statuses.
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*/
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public const STATUS_DRAFT = 1;
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public const STATUS_ACTIVE = 2;
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public const STATUS_PAUSED = 3;
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public const STATUS_COMPLETED = 4;
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public const STATUS_PENDING = -1;
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/**
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* Invoice Frequencies.
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*/
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public const FREQUENCY_DAILY = 1;
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public const FREQUENCY_WEEKLY = 2;
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public const FREQUENCY_TWO_WEEKS = 3;
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public const FREQUENCY_FOUR_WEEKS = 4;
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public const FREQUENCY_MONTHLY = 5;
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public const FREQUENCY_TWO_MONTHS = 6;
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public const FREQUENCY_THREE_MONTHS = 7;
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public const FREQUENCY_FOUR_MONTHS = 8;
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public const FREQUENCY_SIX_MONTHS = 9;
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public const FREQUENCY_ANNUALLY = 10;
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public const FREQUENCY_TWO_YEARS = 11;
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public const FREQUENCY_THREE_YEARS = 12;
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public const RECURS_INDEFINITELY = -1;
protected $fillable = [
'client_id',
'project_id',
'number',
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'discount',
'is_amount_discount',
'po_number',
'date',
'due_date',
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'due_date_days',
'line_items',
'footer',
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'public_notes',
'private_notes',
'terms',
'tax_name1',
'tax_name2',
'tax_name3',
'tax_rate1',
'tax_rate2',
'tax_rate3',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'amount',
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'partial',
'frequency_id',
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'next_send_date',
'remaining_cycles',
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'auto_bill',
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'auto_bill_enabled',
'design_id',
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'custom_surcharge1',
'custom_surcharge2',
'custom_surcharge3',
'custom_surcharge4',
'custom_surcharge_tax1',
'custom_surcharge_tax2',
'custom_surcharge_tax3',
'custom_surcharge_tax4',
'design_id',
'assigned_user_id',
'exchange_rate',
'vendor_id',
'next_send_date_client',
'uses_inclusive_taxes',
];
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protected $casts = [
'settings' => 'object',
'line_items' => 'object',
'backup' => 'object',
'updated_at' => 'timestamp',
'created_at' => 'timestamp',
'deleted_at' => 'timestamp',
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];
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protected $appends = [
'hashed_id',
'status',
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];
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protected $with = [
'client.company',
];
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protected $touches = [];
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public static array $bulk_update_columns = [
'tax_rate1',
'tax_name1',
'tax_rate2',
'tax_name2',
'tax_rate3',
'tax_name3',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'uses_inclusive_taxes',
'private_notes',
'public_notes',
'terms',
'footer',
];
public function getEntityType()
{
return self::class;
}
public function getDateAttribute($value)
{
if (! empty($value)) {
return (new Carbon($value))->format('Y-m-d');
}
return $value;
}
public function getDueDateAttribute($value)
{
if (! empty($value)) {
return (new Carbon($value))->format('Y-m-d');
}
return $value;
}
public function getPartialDueDateAttribute($value)
{
if (! empty($value)) {
return (new Carbon($value))->format('Y-m-d');
}
return $value;
}
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public function vendor(): \Illuminate\Database\Eloquent\Relations\BelongsTo
{
return $this->belongsTo(Vendor::class);
}
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public function activities()
{
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return $this->hasMany(Activity::class)->where('company_id', $this->company_id)->where('client_id', $this->client_id)->orderBy('id', 'DESC')->take(50);
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}
public function history()
{
return $this->hasManyThrough(Backup::class, Activity::class);
}
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public function company(): \Illuminate\Database\Eloquent\Relations\BelongsTo
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{
return $this->belongsTo(Company::class);
}
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public function client(): \Illuminate\Database\Eloquent\Relations\BelongsTo
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{
return $this->belongsTo(Client::class)->withTrashed();
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}
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public function project(): \Illuminate\Database\Eloquent\Relations\BelongsTo
{
return $this->belongsTo(Project::class)->withTrashed();
}
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public function user(): \Illuminate\Database\Eloquent\Relations\BelongsTo
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{
return $this->belongsTo(User::class)->withTrashed();
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}
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public function assigned_user(): \Illuminate\Database\Eloquent\Relations\BelongsTo
{
return $this->belongsTo(User::class, 'assigned_user_id', 'id')->withTrashed();
}
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public function invoices(): \Illuminate\Database\Eloquent\Relations\HasMany
{
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return $this->hasMany(Invoice::class, 'recurring_id', 'id')->withTrashed();
}
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public function invitations(): \Illuminate\Database\Eloquent\Relations\HasMany
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{
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return $this->hasMany(RecurringInvoiceInvitation::class);
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}
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public function documents(): \Illuminate\Database\Eloquent\Relations\MorphMany
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{
return $this->morphMany(Document::class, 'documentable');
}
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public function getStatusAttribute()
{
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if ($this->status_id == self::STATUS_ACTIVE && Carbon::parse($this->next_send_date)->isFuture()) {
return self::STATUS_PENDING;
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} else {
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return $this->status_id;
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}
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}
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/**
* CalculateStatus
*
* Calculates the status of the Recurring Invoice.
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*
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* We only apply the pending status on new models, we never revert an invoice back to
* pending.
* @param bool $new_model
* @return int
*/
public function calculateStatus(bool $new_model = false) //15-02-2024 - $new_model needed
{
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if($this->remaining_cycles == 0) {
return self::STATUS_COMPLETED;
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} elseif ($new_model && $this->status_id == self::STATUS_ACTIVE && Carbon::parse($this->next_send_date)->isFuture()) {
return self::STATUS_PENDING;
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} elseif($this->remaining_cycles != 0 && ($this->status_id == self::STATUS_COMPLETED)) {
return self::STATUS_ACTIVE;
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}
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return $this->status_id;
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}
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public function nextSendDate(): ?Carbon
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{
if (! $this->next_send_date_client) {
return null;
}
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$offset = $this->client->timezone_offset();
/* If this setting is enabled, the recurring invoice may be set in the past */
if ($this->company->stop_on_unpaid_recurring) {
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/* Lets set the next send date to now so we increment from today, rather than in the past*/
if (Carbon::parse($this->next_send_date)->lt(now()->subDays(3))) {
$this->next_send_date_client = now()->format('Y-m-d');
}
}
switch ($this->frequency_id) {
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case self::FREQUENCY_DAILY:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addDay()->addSeconds($offset);
case self::FREQUENCY_WEEKLY:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addWeek()->addSeconds($offset);
case self::FREQUENCY_TWO_WEEKS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addWeeks(2)->addSeconds($offset);
case self::FREQUENCY_FOUR_WEEKS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addWeeks(4)->addSeconds($offset);
case self::FREQUENCY_MONTHLY:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthNoOverflow()->addSeconds($offset);
case self::FREQUENCY_TWO_MONTHS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthsNoOverflow(2)->addSeconds($offset);
case self::FREQUENCY_THREE_MONTHS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthsNoOverflow(3)->addSeconds($offset);
case self::FREQUENCY_FOUR_MONTHS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthsNoOverflow(4)->addSeconds($offset);
case self::FREQUENCY_SIX_MONTHS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthsNoOverflow(6)->addSeconds($offset);
case self::FREQUENCY_ANNUALLY:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addYear()->addSeconds($offset);
case self::FREQUENCY_TWO_YEARS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addYears(2)->addSeconds($offset);
case self::FREQUENCY_THREE_YEARS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addYears(3)->addSeconds($offset);
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default:
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return null;
}
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}
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public function nextSendDateClient(): ?Carbon
{
if (! $this->next_send_date_client) {
return null;
}
/* If this setting is enabled, the recurring invoice may be set in the past */
if ($this->company->stop_on_unpaid_recurring) {
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/* Lets set the next send date to now so we increment from today, rather than in the past*/
if (Carbon::parse($this->next_send_date)->lt(now()->subDays(3))) {
$this->next_send_date_client = now()->format('Y-m-d');
}
}
switch ($this->frequency_id) {
case self::FREQUENCY_DAILY:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addDay();
case self::FREQUENCY_WEEKLY:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addWeek();
case self::FREQUENCY_TWO_WEEKS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addWeeks(2);
case self::FREQUENCY_FOUR_WEEKS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addWeeks(4);
case self::FREQUENCY_MONTHLY:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthNoOverflow();
case self::FREQUENCY_TWO_MONTHS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthsNoOverflow(2);
case self::FREQUENCY_THREE_MONTHS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthsNoOverflow(3);
case self::FREQUENCY_FOUR_MONTHS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthsNoOverflow(4);
case self::FREQUENCY_SIX_MONTHS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addMonthsNoOverflow(6);
case self::FREQUENCY_ANNUALLY:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addYear();
case self::FREQUENCY_TWO_YEARS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addYears(2);
case self::FREQUENCY_THREE_YEARS:
return Carbon::parse($this->next_send_date_client)->startOfDay()->addYears(3);
default:
return null;
}
}
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public function nextDateByFrequency($date)
{
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$offset = $this->client->timezone_offset();
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switch ($this->frequency_id) {
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case self::FREQUENCY_DAILY:
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return Carbon::parse($date)->startOfDay()->addDay()->addSeconds($offset);
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case self::FREQUENCY_WEEKLY:
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return Carbon::parse($date)->startOfDay()->addWeek()->addSeconds($offset);
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case self::FREQUENCY_TWO_WEEKS:
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return Carbon::parse($date)->startOfDay()->addWeeks(2)->addSeconds($offset);
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case self::FREQUENCY_FOUR_WEEKS:
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return Carbon::parse($date)->startOfDay()->addWeeks(4)->addSeconds($offset);
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case self::FREQUENCY_MONTHLY:
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return Carbon::parse($date)->startOfDay()->addMonthNoOverflow()->addSeconds($offset);
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case self::FREQUENCY_TWO_MONTHS:
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return Carbon::parse($date)->startOfDay()->addMonthsNoOverflow(2)->addSeconds($offset);
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case self::FREQUENCY_THREE_MONTHS:
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return Carbon::parse($date)->startOfDay()->addMonthsNoOverflow(3)->addSeconds($offset);
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case self::FREQUENCY_FOUR_MONTHS:
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return Carbon::parse($date)->startOfDay()->addMonthsNoOverflow(4)->addSeconds($offset);
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case self::FREQUENCY_SIX_MONTHS:
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return Carbon::parse($date)->addMonthsNoOverflow(6)->addSeconds($offset);
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case self::FREQUENCY_ANNUALLY:
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return Carbon::parse($date)->startOfDay()->addYear()->addSeconds($offset);
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case self::FREQUENCY_TWO_YEARS:
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return Carbon::parse($date)->startOfDay()->addYears(2)->addSeconds($offset);
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case self::FREQUENCY_THREE_YEARS:
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return Carbon::parse($date)->startOfDay()->addYears(3)->addSeconds($offset);
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default:
return null;
}
}
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public function remainingCycles(): int
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{
if ($this->remaining_cycles == 0) {
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return 0;
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} elseif ($this->remaining_cycles == -1) {
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return -1;
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} else {
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return $this->remaining_cycles - 1;
}
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}
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public function setCompleted(): void
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{
$this->status_id = self::STATUS_COMPLETED;
$this->next_send_date = null;
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$this->remaining_cycles = 0;
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$this->save();
}
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public static function badgeForStatus(int $status)
{
switch ($status) {
case self::STATUS_DRAFT:
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return '<h4><span class="badge badge-light">'.ctrans('texts.draft').'</span></h4>';
case self::STATUS_PENDING:
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return '<h4><span class="badge badge-primary">'.ctrans('texts.pending').'</span></h4>';
case self::STATUS_ACTIVE:
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return '<h4><span class="badge badge-primary">'.ctrans('texts.active').'</span></h4>';
case self::STATUS_COMPLETED:
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return '<h4><span class="badge badge-success">'.ctrans('texts.status_completed').'</span></h4>';
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case self::STATUS_PAUSED:
return '<h4><span class="badge badge-danger">'.ctrans('texts.paused').'</span></h4>';
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default:
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return '<h4><span class="badge badge-primary">'.ctrans('texts.pending').'</span></h4>';
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}
}
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public static function stringStatus(int $status)
{
switch ($status) {
case self::STATUS_DRAFT:
return ctrans('texts.draft');
case self::STATUS_PENDING:
return ctrans('texts.pending');
case self::STATUS_ACTIVE:
return ctrans('texts.active');
case self::STATUS_COMPLETED:
return ctrans('texts.status_completed');
case self::STATUS_PAUSED:
return ctrans('texts.paused');
default:
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return ctrans('texts.pending');
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}
}
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public static function frequencyForKey(int $frequency_id): string
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{
switch ($frequency_id) {
case self::FREQUENCY_DAILY:
return ctrans('texts.freq_daily');
case self::FREQUENCY_WEEKLY:
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return ctrans('texts.freq_weekly');
case self::FREQUENCY_TWO_WEEKS:
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return ctrans('texts.freq_two_weeks');
case self::FREQUENCY_FOUR_WEEKS:
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return ctrans('texts.freq_four_weeks');
case self::FREQUENCY_MONTHLY:
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return ctrans('texts.freq_monthly');
case self::FREQUENCY_TWO_MONTHS:
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return ctrans('texts.freq_two_months');
case self::FREQUENCY_THREE_MONTHS:
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return ctrans('texts.freq_three_months');
case self::FREQUENCY_FOUR_MONTHS:
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return ctrans('texts.freq_four_months');
case self::FREQUENCY_SIX_MONTHS:
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return ctrans('texts.freq_six_months');
case self::FREQUENCY_ANNUALLY:
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return ctrans('texts.freq_annually');
case self::FREQUENCY_TWO_YEARS:
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return ctrans('texts.freq_two_years');
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case self::FREQUENCY_THREE_YEARS:
return ctrans('texts.freq_three_years');
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default:
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return '';
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}
}
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/**
* Access the invoice calculator object.
*
* @return InvoiceSumInclusive | InvoiceSum The invoice calculator object getters
*/
public function calc(): InvoiceSumInclusive | InvoiceSum
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{
$invoice_calc = null;
if ($this->uses_inclusive_taxes) {
$invoice_calc = new InvoiceSumInclusive($this);
} else {
$invoice_calc = new InvoiceSum($this);
}
return $invoice_calc->build();
}
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/*
* Important to note when playing with carbon dates - in order
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* not to modify the original instance, always use a `->copy()`
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*
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*/
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public function recurringDates()
{
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/* Return early if nothing to send back! */
if ($this->status_id == self::STATUS_COMPLETED ||
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$this->remaining_cycles == 0 ||
! $this->next_send_date) {
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return [];
}
/* Endless - lets send 10 back*/
$iterations = $this->remaining_cycles;
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if ($this->remaining_cycles == -1) {
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$iterations = 10;
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}
$data = [];
if (! Carbon::parse($this->next_send_date_client)) {
return $data;
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}
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$next_send_date = Carbon::parse($this->next_send_date_client)->copy();
for ($x = 0; $x < $iterations; $x++) {
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// we don't add the days... we calc the day of the month!!
$next_due_date = $this->calculateDueDate($next_send_date->copy()->format('Y-m-d'));
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$next_due_date_string = $next_due_date ? $next_due_date->format('Y-m-d') : '';
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$next_send_date = Carbon::parse($next_send_date);
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$data[] = [
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'send_date' => $next_send_date->format('Y-m-d'),
'due_date' => $next_due_date_string,
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];
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/* Fixes the timeshift in case the offset is negative which cause a infinite loop due to UTC +0*/
if ($this->client->timezone_offset() < 0) {
$next_send_date = $this->nextDateByFrequency($next_send_date->addDay()->format('Y-m-d'));
} else {
$next_send_date = $this->nextDateByFrequency($next_send_date->format('Y-m-d'));
}
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}
return $data;
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}
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public function calculateDueDate($date)
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{
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switch ($this->due_date_days) {
case 'terms':
case '':
case '0':
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return $this->calculateDateFromTerms($date);
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case 'on_receipt':
return Carbon::parse($date)->copy();
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default:
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return $this->setDayOfMonth($date, $this->due_date_days);
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}
}
/**
* Calculates a date based on the client payment terms.
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*
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* @param Carbon $date A given date
* @return null|Carbon The date
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*/
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public function calculateDateFromTerms($date)
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{
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$new_date = Carbon::parse($date);
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$client_payment_terms = $this->client->getSetting('payment_terms');
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if ($client_payment_terms == '') {//no due date! return null;
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return null;
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}
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return $new_date->addDays((int)$client_payment_terms); //add the number of days in the payment terms to the date
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}
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/**
* service
*
* @return RecurringService
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*/
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public function service(): RecurringService
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{
return new RecurringService($this);
}
public function subscription(): \Illuminate\Database\Eloquent\Relations\BelongsTo
{
return $this->belongsTo(Subscription::class)->withTrashed();
}
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public function translate_entity()
{
return ctrans('texts.recurring_invoice');
}
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}