Add client statements

app/Http/Controllers/ClientController.php

@@ -84,7 +84,10 @@ class ClientController extends BaseController
         $user = Auth::user();
 
         $actionLinks = [];
-        if($user->can('create', ENTITY_TASK)){
+        if ($user->can('create', ENTITY_INVOICE)){
+            $actionLinks[] = ['label' => trans('texts.new_invoice'), 'url' => URL::to('/invoices/create/'.$client->public_id)];
+        }
+        if ($user->can('create', ENTITY_TASK)){
             $actionLinks[] = ['label' => trans('texts.new_task'), 'url' => URL::to('/tasks/create/'.$client->public_id)];
         }
         if (Utils::hasFeature(FEATURE_QUOTES) && $user->can('create', ENTITY_QUOTE)) {
@@ -215,4 +218,28 @@ class ClientController extends BaseController
 
         return $this->returnBulk(ENTITY_CLIENT, $action, $ids);
     }
+
+    public function statement()
+    {
+        $account = Auth::user()->account;
+        $client = Client::scope(request()->client_id)->with('contacts')->firstOrFail();
+        $invoice = $account->createInvoice(ENTITY_INVOICE);
+        $invoice->client = $client;
+        $invoice->date_format = $account->date_format ? $account->date_format->format_moment : 'MMM D, YYYY';
+        $invoice->invoice_items = Invoice::scope()
+            ->with(['client'])
+            ->whereClientId($client->id)
+            ->invoices()
+            ->whereIsPublic(true)
+            ->where('balance', '>', 0)
+            ->get();
+
+        $data = [
+            'showBreadcrumbs' => false,
+            'client' => $client,
+            'invoice' => $invoice,
+        ];
+
+        return view('clients.statement', $data);
+    }
 }

app/Http/routes.php

@@ -133,6 +133,7 @@ Route::group(['middleware' => 'auth:user'], function() {
     Route::get('api/clients', 'ClientController@getDatatable');
     Route::get('api/activities/{client_id?}', 'ActivityController@getDatatable');
     Route::post('clients/bulk', 'ClientController@bulk');
+    Route::get('clients/statement/{client_id}', 'ClientController@statement');
 
     Route::resource('tasks', 'TaskController');
     Route::get('api/tasks/{client_id?}', 'TaskController@getDatatable');

app/Models/Contact.php

@@ -128,7 +128,7 @@ class Contact extends EntityModel implements AuthenticatableContract, CanResetPa
     public function getFullName()
     {
         if ($this->first_name || $this->last_name) {
-            return $this->first_name.' '.$this->last_name;
+            return trim($this->first_name.' '.$this->last_name);
         } else {
             return '';
         }

app/Models/Traits/PresentsInvoice.php

@@ -209,6 +209,8 @@ trait PresentsInvoice
             'adjustment',
             'tax_invoice',
             'tax_quote',
+            'statement',
+            'statement_date',
         ];
 
         foreach ($fields as $field) {

database/migrations/2017_01_01_214241_add_inclusive_taxes.php

@@ -41,6 +41,11 @@ class AddInclusiveTaxes extends Migration
         {
 			$table->text('notes')->nullable();
 		});
+
+        Schema::table('date_formats', function ($table)
+        {
+			$table->string('format_moment')->nullable();
+		});
     }
 
     /**
@@ -75,5 +80,10 @@ class AddInclusiveTaxes extends Migration
         {
 			$table->dropColumn('notes');
 		});
+
+        Schema::table('date_formats', function ($table)
+        {
+			$table->dropColumn('format_moment');
+		});
     }
 }

database/seeds/DateFormatsSeeder.php

@@ -11,19 +11,19 @@ class DateFormatsSeeder extends Seeder
 
         // Date formats
         $formats = [
-            ['format' => 'd/M/Y', 'picker_format' => 'dd/M/yyyy'],
+            ['format' => 'd/M/Y', 'picker_format' => 'dd/M/yyyy', 'format_moment' => 'DD/MMM/YYYY'],
-            ['format' => 'd-M-Y', 'picker_format' => 'dd-M-yyyy'],
+            ['format' => 'd-M-Y', 'picker_format' => 'dd-M-yyyy', 'format_moment' => 'DD-MMM-YYYY'],
-            ['format' => 'd/F/Y', 'picker_format' => 'dd/MM/yyyy'],
+            ['format' => 'd/F/Y', 'picker_format' => 'dd/MM/yyyy', 'format_moment' => 'DD/MMMM/YYYY'],
-            ['format' => 'd-F-Y', 'picker_format' => 'dd-MM-yyyy'],
+            ['format' => 'd-F-Y', 'picker_format' => 'dd-MM-yyyy', 'format_moment' => 'DD-MMMM-YYYY'],
-            ['format' => 'M j, Y', 'picker_format' => 'M d, yyyy'],
+            ['format' => 'M j, Y', 'picker_format' => 'M d, yyyy', 'format_moment' => 'MMM D, YYYY'],
-            ['format' => 'F j, Y', 'picker_format' => 'MM d, yyyy'],
+            ['format' => 'F j, Y', 'picker_format' => 'MM d, yyyy', 'format_moment' => 'MMMM D, YYYY'],
-            ['format' => 'D M j, Y', 'picker_format' => 'D MM d, yyyy'],
+            ['format' => 'D M j, Y', 'picker_format' => 'D MM d, yyyy', 'format_moment' => 'ddd MMM Do, YYYY'],
-            ['format' => 'Y-m-d', 'picker_format' => 'yyyy-mm-dd'],
+            ['format' => 'Y-m-d', 'picker_format' => 'yyyy-mm-dd', 'format_moment' => 'YYYY-MM-DD'],
-            ['format' => 'd-m-Y', 'picker_format' => 'dd-mm-yyyy'],
+            ['format' => 'd-m-Y', 'picker_format' => 'dd-mm-yyyy', 'format_moment' => 'DD-MM-YYYY'],
-            ['format' => 'm/d/Y', 'picker_format' => 'mm/dd/yyyy'],
+            ['format' => 'm/d/Y', 'picker_format' => 'mm/dd/yyyy', 'format_moment' => 'MM/DD/YYYY'],
-            ['format' => 'd.m.Y', 'picker_format' => 'dd.mm.yyyy'],
+            ['format' => 'd.m.Y', 'picker_format' => 'dd.mm.yyyy', 'format_moment' => 'D.MM.YYYY'],
-            ['format' => 'j. M. Y', 'picker_format' => 'd. M. yyyy'],
+            ['format' => 'j. M. Y', 'picker_format' => 'd. M. yyyy', 'format_moment' => 'DD. MMM. YYYY'],
-            ['format' => 'j. F Y', 'picker_format' => 'd. MM yyyy']
+            ['format' => 'j. F Y', 'picker_format' => 'd. MM yyyy', 'format_moment' => 'DD. MMMM YYYY']
         ];
 
         foreach ($formats as $format) {
@@ -31,6 +31,7 @@ class DateFormatsSeeder extends Seeder
             $record = DateFormat::whereRaw("BINARY `format`= ?", array($format['format']))->first();
             if ($record) {
                 $record->picker_format = $format['picker_format'];
+                $record->format_moment = $format['format_moment'];
                 $record->save();
             } else {
                 DateFormat::create($format);

resources/assets/js/pdf.pdfmake.js

@@ -161,23 +161,23 @@ NINJA.decodeJavascript = function(invoice, javascript)
         'accountAddress': NINJA.accountAddress(invoice),
         'invoiceDetails': NINJA.invoiceDetails(invoice),
         'invoiceDetailsHeight': (NINJA.invoiceDetails(invoice).length * 16) + 16,
-        'invoiceLineItems': NINJA.invoiceLines(invoice),
+        'invoiceLineItems': invoice.is_statement ? NINJA.statementLines(invoice) : NINJA.invoiceLines(invoice),
-        'invoiceLineItemColumns': NINJA.invoiceColumns(invoice),
+        'invoiceLineItemColumns': invoice.is_statement ? NINJA.statementColumns(invoice) : NINJA.invoiceColumns(invoice),
         'invoiceDocuments' : isEdge ? [] : NINJA.invoiceDocuments(invoice),
         'quantityWidth': NINJA.quantityWidth(invoice),
         'taxWidth': NINJA.taxWidth(invoice),
         'clientDetails': NINJA.clientDetails(invoice),
         'notesAndTerms': NINJA.notesAndTerms(invoice),
-        'subtotals': NINJA.subtotals(invoice),
+        'subtotals': invoice.is_statement ? NINJA.statementSubtotals(invoice) : NINJA.subtotals(invoice),
         'subtotalsHeight': (NINJA.subtotals(invoice).length * 16) + 16,
         'subtotalsWithoutBalance': NINJA.subtotals(invoice, true),
         'subtotalsBalance': NINJA.subtotalsBalance(invoice),
         'balanceDue': formatMoneyInvoice(invoice.balance_amount, invoice),
         'invoiceFooter': NINJA.invoiceFooter(invoice),
         'invoiceNumber': invoice.invoice_number || ' ',
-        'entityType': invoice.is_quote ? invoiceLabels.quote : invoiceLabels.invoice,
+        'entityType': invoice.is_statement ? invoiceLabels.statement : invoice.is_quote ? invoiceLabels.quote : invoiceLabels.invoice,
-        'entityTypeUC': (invoice.is_quote ? invoiceLabels.quote : invoiceLabels.invoice).toUpperCase(),
+        'entityTypeUC': (invoice.is_statement ? invoiceLabels.statement : invoice.is_quote ? invoiceLabels.quote : invoiceLabels.invoice).toUpperCase(),
-        'entityTaxType': invoice.is_quote ? invoiceLabels.tax_quote : invoiceLabels.tax_invoice,
+        'entityTaxType': invoice.is_statement ? invoiceLabels.statement : invoice.is_quote ? invoiceLabels.tax_quote : invoiceLabels.tax_invoice,
         'fontSize': NINJA.fontSize,
         'fontSizeLarger': NINJA.fontSize + 1,
         'fontSizeLargest': NINJA.fontSize + 2,
@@ -281,6 +281,35 @@ NINJA.notesAndTerms = function(invoice)
     return NINJA.prepareDataList(data, 'notesAndTerms');
 }
 
+NINJA.statementColumns = function(invoice)
+{
+    return ["22%", "22%", "22%", "17%", "17%"];
+}
+
+NINJA.statementLines = function(invoice)
+{
+    var grid = [[]];
+    grid[0].push({text: invoiceLabels.invoice_number, style: ['tableHeader', 'invoiceNumberTableHeader']});
+    grid[0].push({text: invoiceLabels.invoice_date, style: ['tableHeader', 'invoiceDateTableHeader']});
+    grid[0].push({text: invoiceLabels.due_date, style: ['tableHeader', 'dueDateTableHeader']});
+    grid[0].push({text: invoiceLabels.total, style: ['tableHeader', 'totalTableHeader']});
+    grid[0].push({text: invoiceLabels.balance, style: ['tableHeader', 'balanceTableHeader']});
+
+    for (var i = 0; i < invoice.invoice_items.length; i++) {
+        var item = invoice.invoice_items[i];
+        var row = [];
+        grid.push([
+            {text: item.invoice_number, style:['invoiceNumber']},
+            {text: item.invoice_date && item.invoice_date != '0000-00-00' ? moment(item.invoice_date).format(invoice.date_format) : ' ', style:['invoiceDate']},
+            {text: item.due_date && item.due_date != '0000-00-00' ? moment(item.due_date).format(invoice.date_format) : ' ', style:['dueDate']},
+            {text: formatMoneyInvoice(item.amount, invoice), style:['subtotals']},
+            {text: formatMoneyInvoice(item.balance, invoice), style:['lineTotal']},
+        ]);
+    }
+
+    return NINJA.prepareDataTable(grid, 'invoiceItems');
+}
+
 NINJA.invoiceColumns = function(invoice)
 {
     var account = invoice.account;
@@ -489,6 +518,16 @@ NINJA.invoiceDocuments = function(invoice) {
     return stack.length?{stack:stack}:[];
 }
 
+NINJA.statementSubtotals = function(invoice)
+{
+    var data = [[
+        { text: invoiceLabels.balance_due, style: ['subtotalsLabel', 'balanceDueLabel'] },
+        { text: formatMoneyInvoice(invoice.balance_amount, invoice), style: ['subtotals', 'balanceDue'] }
+    ]];
+
+    return NINJA.prepareDataPairs(data, 'subtotals');
+}
+
 NINJA.subtotals = function(invoice, hideBalance)
 {
     if (!invoice) {
@@ -629,10 +668,14 @@ NINJA.renderInvoiceField = function(invoice, field) {
     var account = invoice.account;
 
     if (field == 'invoice.invoice_number') {
-        return [
+        if (invoice.is_statement) {
-            {text: (invoice.is_quote ? invoiceLabels.quote_number : invoiceLabels.invoice_number), style: ['invoiceNumberLabel']},
+            return false;
-            {text: invoice.invoice_number, style: ['invoiceNumber']}
+        } else {
-        ];
+            return [
+                {text: (invoice.is_quote ? invoiceLabels.quote_number : invoiceLabels.invoice_number), style: ['invoiceNumberLabel']},
+                {text: invoice.invoice_number, style: ['invoiceNumber']}
+            ];
+        }
     } else if (field == 'invoice.po_number') {
         return [
             {text: invoiceLabels.po_number},
@@ -640,7 +683,7 @@ NINJA.renderInvoiceField = function(invoice, field) {
         ];
     } else if (field == 'invoice.invoice_date') {
         return [
-            {text: (invoice.is_quote ? invoiceLabels.quote_date : invoiceLabels.invoice_date)},
+            {text: (invoice.is_statement ? invoiceLabels.statement_date : invoice.is_quote ? invoiceLabels.quote_date : invoiceLabels.invoice_date)},
             {text: invoice.invoice_date}
         ];
     } else if (field == 'invoice.due_date') {

resources/assets/js/script.js

@@ -632,7 +632,7 @@ function calculateAmounts(invoice) {
   // sum line item
   for (var i=0; i<invoice.invoice_items.length; i++) {
     var item = invoice.invoice_items[i];
-    var lineTotal = roundToTwo(NINJA.parseFloat(item.cost)) * roundToTwo(NINJA.parseFloat(item.qty));
+    var lineTotal = invoice.is_statement ? roundToTwo(NINJA.parseFloat(item.balance)) : roundToTwo(NINJA.parseFloat(item.cost)) * roundToTwo(NINJA.parseFloat(item.qty));
     lineTotal = roundToTwo(lineTotal);
     if (lineTotal) {
       total += lineTotal;

resources/lang/en/texts.php

@@ -2341,7 +2341,9 @@ $LANG = array(
     'group_when_sorted' => 'Group When Sorted',
     'group_dates_by' => 'Group Dates By',
     'year' => 'Year',
-    
+    'view_statement' => 'View Statement',
+    'statement' => 'Statement',
+    'statement_date' => 'Statement Date',
 );
 
 return $LANG;

resources/views/clients/show.blade.php

@@ -57,7 +57,7 @@
                     @endcan
                     @if ( ! $client->trashed())
                         @can('create', ENTITY_INVOICE)
-                            {!! DropdownButton::primary(trans('texts.new_invoice'))
+                            {!! DropdownButton::primary(trans('texts.view_statement'))
                                     ->withAttributes(['class'=>'primaryDropDown'])
                                     ->withContents($actionLinks)->split() !!}
                         @endcan
@@ -292,7 +292,7 @@
 			window.location = '{{ URL::to('clients/' . $client->public_id . '/edit') }}';
 		});
 		$('.primaryDropDown:not(.dropdown-toggle)').click(function() {
-			window.location = '{{ URL::to('invoices/create/' . $client->public_id ) }}';
+			window.location = '{{ URL::to('clients/statement/' . $client->public_id ) }}';
 		});
 
         // load datatable data when tab is shown and remember last tab selected

resources/views/clients/statement.blade.php

@@ -0,0 +1,74 @@
+@extends('header')
+
+@section('head')
+    @parent
+
+    @include('money_script')
+    @foreach (Auth::user()->account->getFontFolders() as $font)
+        <script src="{{ asset('js/vfs_fonts/'.$font.'.js') }}" type="text/javascript"></script>
+    @endforeach
+    <script src="{{ asset('pdf.built.js') }}?no_cache={{ NINJA_VERSION }}" type="text/javascript"></script>
+
+    <script>
+
+        var invoiceDesigns = {!! \App\Models\InvoiceDesign::getDesigns() !!};
+        var invoiceFonts = {!! Cache::get('fonts') !!};
+        var currentInvoice = {!! $invoice !!};
+        var invoice = {!! $invoice !!};
+
+        function getPDFString(cb) {
+
+            invoice.is_statement = true;
+            invoice.image = window.accountLogo;
+            invoice.features = {
+                  customize_invoice_design:{{ Auth::user()->hasFeature(FEATURE_CUSTOMIZE_INVOICE_DESIGN) ? 'true' : 'false' }},
+                  remove_created_by:{{ Auth::user()->hasFeature(FEATURE_REMOVE_CREATED_BY) ? 'true' : 'false' }},
+                  invoice_settings:{{ Auth::user()->hasFeature(FEATURE_INVOICE_SETTINGS) ? 'true' : 'false' }}
+              };
+
+            /*
+            var invoiceDesignId = parseInt(invoice.invoice_design_id);
+            var invoiceDesign = _.findWhere(invoiceDesigns, {id: invoiceDesignId});
+            if (!invoiceDesign) {
+                invoiceDesign = invoiceDesigns[0];
+            }
+            */
+            var invoiceDesign = invoiceDesigns[0];
+            
+            generatePDF(invoice, invoiceDesign.javascript, true, cb);
+        }
+
+        $(function() {
+          refreshPDF();
+        });
+
+        function onDownloadClick() {
+            var doc = generatePDF(invoice, invoiceDesigns[0].javascript, true);
+            doc.save("{{ str_replace(' ', '_', trim($client->getDisplayName())) . '-' . trans('texts.statement') }}" + '.pdf');
+        }
+
+    </script>
+
+@stop
+
+@section('content')
+
+    <div class="pull-right">
+        {!! Button::normal(trans('texts.download_pdf'))
+                ->withAttributes(['onclick' => 'onDownloadClick()'])
+                ->appendIcon(Icon::create('download-alt')) !!}
+        {!! Button::primary(trans('texts.view_client'))
+                ->asLinkTo($client->present()->url) !!}
+    </div>
+
+    <ol class="breadcrumb pull-left">
+      <li>{{ link_to('/clients', trans('texts.clients')) }}</li>
+      <li class='active'>{{ $client->getDisplayName() }}</li>
+    </ol>
+
+    <p>&nbsp;</p>
+    <p>&nbsp;</p>
+
+    @include('invoices.pdf', ['account' => Auth::user()->account, 'pdfHeight' => 800])
+
+@stop

resources/views/header.blade.php

@@ -515,7 +515,9 @@
                     ])
                 @endforeach
             @endif
-            @include('partials.navigation_option', ['option' => 'reports'])
+            @if (Auth::user()->is_admin)
+                @include('partials.navigation_option', ['option' => 'reports'])
+            @endif
             @include('partials.navigation_option', ['option' => 'settings'])
             <li style="width:100%;">
                 <div class="nav-footer">