'vendor.address1', 'address2' => 'vendor.address2', 'city' => 'vendor.city', 'country' => 'vendor.country_id', 'custom_value1' => 'vendor.custom_value1', 'custom_value2' => 'vendor.custom_value2', 'custom_value3' => 'vendor.custom_value3', 'custom_value4' => 'vendor.custom_value4', 'id_number' => 'vendor.id_number', 'name' => 'vendor.name', 'number' => 'vendor.number', 'phone' => 'vendor.phone', 'postal_code' => 'vendor.postal_code', 'private_notes' => 'vendor.private_notes', 'public_notes' => 'vendor.public_notes', 'state' => 'vendor.state', 'vat_number' => 'vendor.vat_number', 'website' => 'vendor.website', 'currency' => 'vendor.currency', 'first_name' => 'vendor_contact.first_name', 'last_name' => 'vendor_contact.last_name', 'contact_phone' => 'vendor_contact.phone', 'contact_custom_value1' => 'vendor_contact.custom_value1', 'contact_custom_value2' => 'vendor_contact.custom_value2', 'contact_custom_value3' => 'vendor_contact.custom_value3', 'contact_custom_value4' => 'vendor_contact.custom_value4', 'email' => 'vendor_contact.email', 'status' => 'vendor.status', 'classification' => 'vendor.classification', ]; protected array $client_report_keys = [ "name" => "client.name", "number" => "client.number", "user" => "client.user", "assigned_user" => "client.assigned_user", "balance" => "client.balance", "paid_to_date" => "client.paid_to_date", "currency" => "client.currency_id", "website" => "client.website", "private_notes" => "client.private_notes", "industry" => "client.industry_id", "size" => "client.size_id", "work_phone" => "client.phone", "address1" => "client.address1", "address2" => "client.address2", "city" => "client.city", "state" => "client.state", "postal_code" => "client.postal_code", "country" => "client.country_id", "shipping_address1" => "client.shipping_address1", "shipping_address2" => "client.shipping_address2", "shipping_city" => "client.shipping_city", "shipping_state" => "client.shipping_state", "shipping_postal_code" => "client.shipping_postal_code", "shipping_country" => "client.shipping_country_id", "payment_terms" => "client.payment_terms", "vat_number" => "client.vat_number", "id_number" => "client.id_number", "public_notes" => "client.public_notes", "phone" => "contact.phone", "first_name" => "contact.first_name", "last_name" => "contact.last_name", "email" => "contact.email", 'custom_value1' => 'client.custom_value1', 'custom_value2' => 'client.custom_value2', 'custom_value3' => 'client.custom_value3', 'custom_value4' => 'client.custom_value4', "contact_custom_value1" => "contact.custom_value1", "contact_custom_value2" => "contact.custom_value2", "contact_custom_value3" => "contact.custom_value3", "contact_custom_value4" => "contact.custom_value4", 'payment_balance' => 'client.payment_balance', 'credit_balance' => 'client.credit_balance', 'classification' => 'client.classification', ]; protected array $invoice_report_keys = [ 'name' => 'client.name', "currency" => "client.currency_id", "invoice_number" => "invoice.number", "amount" => "invoice.amount", "balance" => "invoice.balance", "paid_to_date" => "invoice.paid_to_date", "po_number" => "invoice.po_number", "date" => "invoice.date", "due_date" => "invoice.due_date", "terms" => "invoice.terms", "footer" => "invoice.footer", "status" => "invoice.status", "public_notes" => "invoice.public_notes", "private_notes" => "invoice.private_notes", "uses_inclusive_taxes" => "invoice.uses_inclusive_taxes", "is_amount_discount" => "invoice.is_amount_discount", "discount" => "invoice.discount", "partial" => "invoice.partial", "partial_due_date" => "invoice.partial_due_date", "surcharge1" => "invoice.custom_surcharge1", "surcharge2" => "invoice.custom_surcharge2", "surcharge3" => "invoice.custom_surcharge3", "surcharge4" => "invoice.custom_surcharge4", "exchange_rate" => "invoice.exchange_rate", "tax_amount" => "invoice.total_taxes", "assigned_user" => "invoice.assigned_user_id", "user" => "invoice.user_id", "custom_value1" => "invoice.custom_value1", "custom_value2" => "invoice.custom_value2", "custom_value3" => "invoice.custom_value3", "custom_value4" => "invoice.custom_value4", 'tax_name1' => 'invoice.tax_name1', 'tax_name2' => 'invoice.tax_name2', 'tax_name3' => 'invoice.tax_name3', 'tax_rate1' => 'invoice.tax_rate1', 'tax_rate2' => 'invoice.tax_rate2', 'tax_rate3' => 'invoice.tax_rate3', 'recurring_invoice' => 'invoice.recurring_id', 'auto_bill' => 'invoice.auto_bill_enabled', 'project' => 'invoice.project', ]; protected array $recurring_invoice_report_keys = [ 'name' => 'client.name', "currency" => "client.currency_id", "invoice_number" => "recurring_invoice.number", "amount" => "recurring_invoice.amount", "balance" => "recurring_invoice.balance", "paid_to_date" => "recurring_invoice.paid_to_date", "po_number" => "recurring_invoice.po_number", "date" => "recurring_invoice.date", "due_date" => "recurring_invoice.due_date", "terms" => "recurring_invoice.terms", "footer" => "recurring_invoice.footer", "status" => "recurring_invoice.status", "public_notes" => "recurring_invoice.public_notes", "private_notes" => "recurring_invoice.private_notes", "uses_inclusive_taxes" => "recurring_invoice.uses_inclusive_taxes", "is_amount_discount" => "recurring_invoice.is_amount_discount", "discount" => "recurring_invoice.discount", "partial" => "recurring_invoice.partial", "partial_due_date" => "recurring_invoice.partial_due_date", "surcharge1" => "recurring_invoice.custom_surcharge1", "surcharge2" => "recurring_invoice.custom_surcharge2", "surcharge3" => "recurring_invoice.custom_surcharge3", "surcharge4" => "recurring_invoice.custom_surcharge4", "exchange_rate" => "recurring_invoice.exchange_rate", "tax_amount" => "recurring_invoice.total_taxes", "assigned_user" => "recurring_invoice.assigned_user_id", "user" => "recurring_invoice.user_id", "frequency_id" => "recurring_invoice.frequency_id", "next_send_date" => "recurring_invoice.next_send_date", "custom_value1" => "recurring_invoice.custom_value1", "custom_value2" => "recurring_invoice.custom_value2", "custom_value3" => "recurring_invoice.custom_value3", "custom_value4" => "recurring_invoice.custom_value4", 'tax_name1' => 'recurring_invoice.tax_name1', 'tax_name2' => 'recurring_invoice.tax_name2', 'tax_name3' => 'recurring_invoice.tax_name3', 'tax_rate1' => 'recurring_invoice.tax_rate1', 'tax_rate2' => 'recurring_invoice.tax_rate2', 'tax_rate3' => 'recurring_invoice.tax_rate3', 'auto_bill' => 'recurring_invoice.auto_bill', 'auto_bill_enabled' => 'recurring_invoice.auto_bill_enabled', ]; protected array $purchase_order_report_keys = [ 'amount' => 'purchase_order.amount', 'balance' => 'purchase_order.balance', 'vendor' => 'purchase_order.vendor_id', 'custom_value1' => 'purchase_order.custom_value1', 'custom_value2' => 'purchase_order.custom_value2', 'custom_value3' => 'purchase_order.custom_value3', 'custom_value4' => 'purchase_order.custom_value4', 'date' => 'purchase_order.date', 'discount' => 'purchase_order.discount', 'due_date' => 'purchase_order.due_date', 'exchange_rate' => 'purchase_order.exchange_rate', 'footer' => 'purchase_order.footer', 'number' => 'purchase_order.number', 'paid_to_date' => 'purchase_order.paid_to_date', 'partial' => 'purchase_order.partial', 'partial_due_date' => 'purchase_order.partial_due_date', 'po_number' => 'purchase_order.po_number', 'private_notes' => 'purchase_order.private_notes', 'public_notes' => 'purchase_order.public_notes', 'status' => 'purchase_order.status', 'tax_name1' => 'purchase_order.tax_name1', 'tax_name2' => 'purchase_order.tax_name2', 'tax_name3' => 'purchase_order.tax_name3', 'tax_rate1' => 'purchase_order.tax_rate1', 'tax_rate2' => 'purchase_order.tax_rate2', 'tax_rate3' => 'purchase_order.tax_rate3', 'terms' => 'purchase_order.terms', 'total_taxes' => 'purchase_order.total_taxes', 'currency_id' => 'purchase_order.currency_id', ]; protected array $product_report_keys = [ // 'project' => 'project_id', // 'vendor' => 'vendor_id', 'custom_value1' => 'custom_value1', 'custom_value2' => 'custom_value2', 'custom_value3' => 'custom_value3', 'custom_value4' => 'custom_value4', 'product_key' => 'product_key', 'notes' => 'notes', 'cost' => 'cost', 'price' => 'price', 'quantity' => 'quantity', 'tax_rate1' => 'tax_rate1', 'tax_rate2' => 'tax_rate2', 'tax_rate3' => 'tax_rate3', 'tax_name1' => 'tax_name1', 'tax_name2' => 'tax_name2', 'tax_name3' => 'tax_name3', 'image' => 'product_image', 'tax_category' => 'tax_id', 'max_quantity' => 'max_quantity', 'in_stock_quantity' => 'in_stock_quantity', ]; protected array $item_report_keys = [ "quantity" => "item.quantity", "cost" => "item.cost", "product_key" => "item.product_key", "notes" => "item.notes", "tax_name1" => "item.tax_name1", "tax_rate1" => "item.tax_rate1", "tax_name2" => "item.tax_name2", "tax_rate2" => "item.tax_rate2", "tax_name3" => "item.tax_name3", "tax_rate3" => "item.tax_rate3", "custom_value1" => "item.custom_value1", "custom_value2" => "item.custom_value2", "custom_value3" => "item.custom_value3", "custom_value4" => "item.custom_value4", "discount" => "item.discount", "type" => "item.type_id", "tax_category" => "item.tax_id", 'is_amount_discount' => 'item.is_amount_discount', 'line_total' => 'item.line_total', 'gross_line_total' => 'item.gross_line_total', 'tax_amount' => 'item.tax_amount', 'product_cost' => 'item.product_cost' ]; protected array $quote_report_keys = [ 'name' => 'client.name', "currency" => "client.currency_id", 'custom_value1' => 'quote.custom_value1', 'custom_value2' => 'quote.custom_value2', 'custom_value3' => 'quote.custom_value3', 'custom_value4' => 'quote.custom_value4', "number" => "quote.number", "amount" => "quote.amount", "balance" => "quote.balance", "paid_to_date" => "quote.paid_to_date", "po_number" => "quote.po_number", "date" => "quote.date", "valid_until" => "quote.due_date", "terms" => "quote.terms", "footer" => "quote.footer", "status" => "quote.status", "public_notes" => "quote.public_notes", "private_notes" => "quote.private_notes", "uses_inclusive_taxes" => "quote.uses_inclusive_taxes", "is_amount_discount" => "quote.is_amount_discount", "discount" => "quote.discount", "partial" => "quote.partial", "partial_due_date" => "quote.partial_due_date", "surcharge1" => "quote.custom_surcharge1", "surcharge2" => "quote.custom_surcharge2", "surcharge3" => "quote.custom_surcharge3", "surcharge4" => "quote.custom_surcharge4", "exchange_rate" => "quote.exchange_rate", "tax_amount" => "quote.total_taxes", "assigned_user" => "quote.assigned_user_id", "user" => "quote.user_id", 'tax_name1' => 'quote.tax_name1', 'tax_name2' => 'quote.tax_name2', 'tax_name3' => 'quote.tax_name3', 'tax_rate1' => 'quote.tax_rate1', 'tax_rate2' => 'quote.tax_rate2', 'tax_rate3' => 'quote.tax_rate3', ]; protected array $credit_report_keys = [ 'name' => 'client.name', "currency" => "client.currency_id", "credit_number" => "credit.number", "amount" => "credit.amount", "balance" => "credit.balance", "paid_to_date" => "credit.paid_to_date", "po_number" => "credit.po_number", "date" => "credit.date", "due_date" => "credit.due_date", "terms" => "credit.terms", "discount" => "credit.discount", "footer" => "credit.footer", "status" => "credit.status", "public_notes" => "credit.public_notes", "private_notes" => "credit.private_notes", "uses_inclusive_taxes" => "credit.uses_inclusive_taxes", "is_amount_discount" => "credit.is_amount_discount", "partial" => "credit.partial", "partial_due_date" => "credit.partial_due_date", "surcharge1" => "credit.custom_surcharge1", "surcharge2" => "credit.custom_surcharge2", "surcharge3" => "credit.custom_surcharge3", "surcharge4" => "credit.custom_surcharge4", "custom_value1" => "credit.custom_value1", "custom_value2" => "credit.custom_value2", "custom_value3" => "credit.custom_value3", "custom_value4" => "credit.custom_value4", "exchange_rate" => "credit.exchange_rate", "tax_amount" => "credit.total_taxes", "assigned_user" => "credit.assigned_user_id", "user" => "credit.user_id", ]; protected array $payment_report_keys = [ 'name' => 'client.name', "date" => "payment.date", "amount" => "payment.amount", "refunded" => "payment.refunded", "applied" => "payment.applied", "transaction_reference" => "payment.transaction_reference", "currency" => "payment.currency", "exchange_rate" => "payment.exchange_rate", "number" => "payment.number", "method" => "payment.method", "status" => "payment.status", "private_notes" => "payment.private_notes", "custom_value1" => "payment.custom_value1", "custom_value2" => "payment.custom_value2", "custom_value3" => "payment.custom_value3", "custom_value4" => "payment.custom_value4", "user" => "payment.user_id", "assigned_user" => "payment.assigned_user_id", ]; protected array $expense_report_keys = [ 'amount' => 'expense.amount', 'tax_amount' => 'expense.tax_amount', 'net_amount' => 'expense.net_amount', 'category' => 'expense.category_id', // 'client' => 'expense.client_id', 'custom_value1' => 'expense.custom_value1', 'custom_value2' => 'expense.custom_value2', 'custom_value3' => 'expense.custom_value3', 'custom_value4' => 'expense.custom_value4', 'currency' => 'expense.currency_id', 'date' => 'expense.date', 'exchange_rate' => 'expense.exchange_rate', 'converted_amount' => 'expense.foreign_amount', 'invoice_currency_id' => 'expense.invoice_currency_id', 'payment_date' => 'expense.payment_date', 'number' => 'expense.number', 'payment_type_id' => 'expense.payment_type_id', 'private_notes' => 'expense.private_notes', 'project' => 'expense.project_id', 'public_notes' => 'expense.public_notes', 'tax_amount1' => 'expense.tax_amount1', 'tax_amount2' => 'expense.tax_amount2', 'tax_amount3' => 'expense.tax_amount3', 'tax_name1' => 'expense.tax_name1', 'tax_name2' => 'expense.tax_name2', 'tax_name3' => 'expense.tax_name3', 'tax_rate1' => 'expense.tax_rate1', 'tax_rate2' => 'expense.tax_rate2', 'tax_rate3' => 'expense.tax_rate3', 'transaction_reference' => 'expense.transaction_reference', 'vendor' => 'expense.vendor_id', 'invoice' => 'expense.invoice_id', 'user' => 'expense.user', 'assigned_user' => 'expense.assigned_user', ]; protected array $task_report_keys = [ 'start_date' => 'task.start_date', 'start_time' => 'task.start_time', 'end_date' => 'task.end_date', 'end_time' => 'task.end_time', 'duration' => 'task.duration', 'duration_words' => 'task.duration_words', 'rate' => 'task.rate', 'number' => 'task.number', 'description' => 'task.description', 'custom_value1' => 'task.custom_value1', 'custom_value2' => 'task.custom_value2', 'custom_value3' => 'task.custom_value3', 'custom_value4' => 'task.custom_value4', 'status' => 'task.status_id', 'project' => 'task.project_id', 'billable' => 'task.billable', 'item_notes' => 'task.item_notes', 'time_log' => 'task.time_log', ]; protected array $forced_client_fields = [ "client.name", ]; protected array $forced_vendor_fields = [ "vendor.name", ]; protected function filterByClients($query) { if (isset($this->input['client_id']) && $this->input['client_id'] != 'all') { if(!is_int($this->input['client_id'])) { $this->input['client_id'] = $this->decodePrimaryKey($this->input['client_id']); } $client = Client::withTrashed()->find($this->input['client_id']); if(!$client) { return $query; } $this->client_description = $client->present()->name; return $query->where('client_id', $this->input['client_id']); } elseif(isset($this->input['clients']) && count($this->input['clients']) > 0) { $this->client_description = 'Multiple Clients'; return $query->whereIn('client_id', $this->input['clients']); } return $query; } protected function resolveKey($key, $entity, $transformer): string { $parts = explode(".", $key); if(!is_array($parts) || count($parts) < 2) { return ''; } $value = ''; match($parts[0]) { 'contact' => $value = $this->resolveClientContactKey($parts[1], $entity, $transformer), 'client' => $value = $this->resolveClientKey($parts[1], $entity, $transformer), 'expense' => $value = $this->resolveExpenseKey($parts[1], $entity, $transformer), 'vendor' => $value = $this->resolveVendorKey($parts[1], $entity, $transformer), 'vendor_contact' => $value = $this->resolveVendorContactKey($parts[1], $entity, $transformer), 'invoice' => $value = $this->resolveInvoiceKey($parts[1], $entity, $transformer), 'recurring_invoice' => $value = $this->resolveInvoiceKey($parts[1], $entity, $transformer), 'quote' => $value = $this->resolveQuoteKey($parts[1], $entity, $transformer), 'purchase_order' => $value = $this->resolvePurchaseOrderKey($parts[1], $entity, $transformer), 'payment' => $value = $this->resolvePaymentKey($parts[1], $entity, $transformer), 'task' => $value = $this->resolveTaskKey($parts[1], $entity, $transformer), default => $value = '', }; return $value; } private function resolveClientContactKey($column, $entity, $transformer) { if(!$entity->client) { return ""; } $primary_contact = $entity->client->primary_contact()->first() ?? $entity->client->contacts()->first(); return $primary_contact ? $primary_contact?->{$column} ?? '' : ''; } private function resolveVendorContactKey($column, $entity, $transformer) { if(!$entity->vendor) { return ""; } $primary_contact = $entity->vendor->primary_contact()->first() ?? $entity->vendor->contacts()->first(); return $primary_contact ? $primary_contact?->{$column} ?? '' : ''; } private function resolveExpenseKey($column, $entity, $transformer) { if($column == 'user' && $entity?->expense?->user) { return $entity->expense->user->present()->name() ?? ' '; } if($column == 'assigned_user' && $entity?->expense?->assigned_user) { return $entity->expense->assigned_user->present()->name() ?? ' '; } if($column == 'category' && $entity->expense) { return $entity->expense->category?->name ?? ' '; } if($entity instanceof Expense) { return ''; } $transformed_entity = $transformer->includeExpense($entity); $manager = new Manager(); $manager->setSerializer(new ArraySerializer()); $transformed_entity = $manager->createData($transformed_entity)->toArray(); if(array_key_exists($column, $transformed_entity)) { return $transformed_entity[$column]; } if(property_exists($entity, $column)) { return $entity?->{$column} ?? ''; } nlog("export: Could not resolve expense key: {$column}"); return ''; } private function resolveTaskKey($column, $entity, $transformer) { // nlog("searching for {$column}"); $transformed_entity = $transformer->transform($entity); if(array_key_exists($column, $transformed_entity)) { return $transformed_entity[$column]; } return ''; } private function resolveVendorKey($column, $entity, $transformer) { if(!$entity->vendor) { return ''; } $transformed_entity = $transformer->includeVendor($entity); $manager = new Manager(); $manager->setSerializer(new ArraySerializer()); $transformed_entity = $manager->createData($transformed_entity)->toArray(); if($column == 'name') { return $entity->vendor->present()->name() ?: ''; } if($column == 'user_id') { return $entity->vendor->user->present()->name() ?: ''; } if($column == 'country_id') { return $entity->vendor->country ? ctrans("texts.country_{$entity->vendor->country->name}") : ''; } if ($column == 'currency_id') { return $entity->vendor->currency() ? $entity->vendor->currency()->code : $entity->company->currency()->code; } if($column == 'status') { return $entity->stringStatus($entity->status_id) ?: ''; } if(array_key_exists($column, $transformed_entity)) { return $transformed_entity[$column]; } // nlog("export: Could not resolve vendor key: {$column}"); return ''; } private function resolveClientKey($column, $entity, $transformer) { if(!$entity->client) { return ''; } $transformed_client = $transformer->includeClient($entity); $manager = new Manager(); $manager->setSerializer(new ArraySerializer()); $transformed_client = $manager->createData($transformed_client)->toArray(); if(in_array($column, ['client.name', 'name'])) { return $transformed_client['display_name']; } if(in_array($column, ['client.user_id', 'user_id'])) { return $entity->client->user ? $entity->client->user->present()->name() : ''; } if(in_array($column, ['client.assigned_user_id', 'assigned_user_id'])) { return $entity->client->assigned_user ? $entity->client->assigned_user->present()->name() : ''; } if(in_array($column, ['client.country_id', 'country_id'])) { return $entity->client->country ? ctrans("texts.country_{$entity->client->country->name}") : ''; } if(in_array($column, ['client.shipping_country_id', 'shipping_country_id'])) { return $entity->client->shipping_country ? ctrans("texts.country_{$entity->client->shipping_country->name}") : ''; } if(in_array($column, ['client.size_id', 'size_id'])) { return $entity->client->size?->name ?? ''; } if(in_array($column, ['client.industry_id', 'industry_id'])) { return $entity->client->industry?->name ?? ''; } if (in_array($column, ['client.currency_id', 'currency_id'])) { return $entity->client->currency() ? $entity->client->currency()->code : $entity->company->currency()->code; } if(in_array($column, ['payment_terms', 'client.payment_terms'])) { return $entity->client->getSetting('payment_terms'); } if(array_key_exists($column, $transformed_client)) { return $transformed_client[$column]; } // nlog("export: Could not resolve client key: {$column}"); return ''; } private function resolvePurchaseOrderKey($column, $entity, $transformer) { // nlog("searching for {$column}"); $transformed_entity = $transformer->transform($entity); if($column == 'status') { return $entity->stringStatus($entity->status_id); } return ''; } private function resolveQuoteKey($column, $entity, $transformer) { // nlog("searching for {$column}"); $transformed_entity = $transformer->transform($entity); if(array_key_exists($column, $transformed_entity)) { return $transformed_entity[$column]; } return ''; } private function resolveInvoiceKey($column, $entity, $transformer) { // nlog("searching for {$column}"); $transformed_invoice = false; if($transformer instanceof PaymentTransformer && ($entity->invoices ?? false)) { $transformed_invoices = $transformer->includeInvoices($entity); $manager = new Manager(); $manager->setSerializer(new ArraySerializer()); $transformed_invoices = $manager->createData($transformed_invoices)->toArray(); if(!isset($transformed_invoices['App\\Models\\Invoice'])) { return ''; } $transformed_invoices = $transformed_invoices['App\\Models\\Invoice']; if(count($transformed_invoices) == 1 && array_key_exists($column, $transformed_invoices[0])) { return $transformed_invoices[0][$column]; } if(count($transformed_invoices) > 1 && array_key_exists($column, $transformed_invoices[0])) { return implode(', ', array_column($transformed_invoices, $column)); } return ""; } if($transformer instanceof TaskTransformer && ($entity->invoice ?? false)) { $transformed_invoice = $transformer->includeInvoice($entity); if(!$transformed_invoice) { return ''; } $manager = new Manager(); $manager->setSerializer(new ArraySerializer()); $transformed_invoice = $manager->createData($transformed_invoice)->toArray(); } if($transformed_invoice && array_key_exists($column, $transformed_invoice)) { return $transformed_invoice[$column]; } elseif ($transformed_invoice && array_key_exists(str_replace("invoice.", "", $column), $transformed_invoice)) { return $transformed_invoice[$column]; } return ''; } private function resolvePaymentKey($column, $entity, $transformer) { if($entity instanceof Payment) { $transformed_payment = $transformer->transform($entity); if(array_key_exists($column, $transformed_payment)) { return $transformed_payment[$column]; } elseif (array_key_exists(str_replace("payment.", "", $column), $transformed_payment)) { return $transformed_payment[$column]; } // nlog("export: Could not resolve payment key: {$column}"); return ''; } if($column == 'amount') { return $entity->payments()->exists() ? $entity->payments()->withoutTrashed()->sum('paymentables.amount') : ctrans('texts.unpaid'); } if($column == 'refunded') { return $entity->payments()->exists() ? $entity->payments()->withoutTrashed()->sum('paymentables.refunded') : ''; } if($column == 'applied') { $refunded = $entity->payments()->withoutTrashed()->sum('paymentables.refunded'); $amount = $entity->payments()->withoutTrashed()->sum('paymentables.amount'); return $entity->payments()->withoutTrashed()->exists() ? ($amount - $refunded) : ''; } $payment = $entity->payments()->withoutTrashed()->first(); if(!$payment) { return ''; } if($column == 'method') { return $payment->translatedType(); } if($column == 'currency') { return $payment?->currency?->code ?? ''; } $payment_transformer = new PaymentTransformer(); $transformed_payment = $payment_transformer->transform($payment); if($column == 'status') { return $payment->stringStatus($transformed_payment['status_id']); } if(array_key_exists($column, $transformed_payment)) { return $transformed_payment[$column]; } return ''; } /** * Apply Product Filters * * @param Builder $query * * @return Builder */ public function applyProductFilters(Builder $query): Builder { if(isset($this->input['product_key'])) { $products = explode(",", $this->input['product_key']); $query->where(function ($q) use ($products) { foreach($products as $product) { $q->orWhereJsonContains('line_items', ['product_key' => $product]); } }); } return $query; } /** * Add Client Filter * * @param Builder $query * @param mixed $clients * * @return Builder */ protected function addClientFilter(Builder $query, $clients): Builder { if(is_string($clients)) { $clients = explode(',', $clients); } $transformed_clients = $this->transformKeys($clients); if(count($transformed_clients) > 0) { $query->whereIn('client_id', $transformed_clients); } return $query; } /** * Add Vendor Filter * * @param Builder $query * @param string $vendors * * @return Builder */ protected function addVendorFilter(Builder$query, string $vendors): Builder { if(is_string($vendors)) { $vendors = explode(',', $vendors); } $transformed_vendors = $this->transformKeys($vendors); if(count($transformed_vendors) > 0) { $query->whereIn('vendor_id', $transformed_vendors); } return $query; } /** * AddProjectFilter * * @param Builder $query * @param string $projects * * @return Builder */ protected function addProjectFilter(Builder $query, string $projects): Builder { if(is_string($projects)) { $projects = explode(',', $projects); } $transformed_projects = $this->transformKeys($projects); if(count($transformed_projects) > 0) { $query->whereIn('project_id', $transformed_projects); } return $query; } /** * Add Category Filter * * @param Builder $query * @param string $expense_categories * * @return Builder */ protected function addCategoryFilter(Builder $query, string $expense_categories): Builder { if(is_string($expense_categories)) { $expense_categories = explode(',', $expense_categories); } $transformed_expense_categories = $this->transformKeys($expense_categories); if(count($transformed_expense_categories) > 0) { $query->whereIn('category_id', $transformed_expense_categories); } return $query; } /** * Add Payment Status Filters * * @param Builder $query * @param string $status * * @return Builder */ protected function addPaymentStatusFilters(Builder $query, string $status): Builder { /** @var array $status_parameters */ $status_parameters = explode(',', $status); if((count($status_parameters) == 0) || in_array('all', $status_parameters)) { return $query; } $query->where(function ($query) use ($status_parameters) { $payment_filters = []; if (in_array('pending', $status_parameters)) { $payment_filters[] = Payment::STATUS_PENDING; } if (in_array('cancelled', $status_parameters)) { $payment_filters[] = Payment::STATUS_CANCELLED; } if (in_array('failed', $status_parameters)) { $payment_filters[] = Payment::STATUS_FAILED; } if (in_array('completed', $status_parameters)) { $payment_filters[] = Payment::STATUS_COMPLETED; } if (in_array('partially_refunded', $status_parameters)) { $payment_filters[] = Payment::STATUS_PARTIALLY_REFUNDED; } if (in_array('refunded', $status_parameters)) { $payment_filters[] = Payment::STATUS_REFUNDED; } if (count($payment_filters) > 0) { $query->whereIn('status_id', $payment_filters); } if(in_array('partially_unapplied', $status_parameters)) { $query->whereColumn('amount', '>', 'applied')->where('refunded', 0); } }); return $query; } /** * Add RecurringInvoice Status Filter * * @param Builder $query * @param string $status * * @return Builder */ protected function addRecurringInvoiceStatusFilter(Builder $query, string $status): Builder { /** @var array $status_parameters */ $status_parameters = explode(',', $status); if (in_array('all', $status_parameters) || count($status_parameters) == 0) { return $query; } $recurring_filters = []; if($this->company->getSetting('report_include_drafts')){ $recurring_filters[] = RecurringInvoice::STATUS_DRAFT; } if (in_array('active', $status_parameters)) { $recurring_filters[] = RecurringInvoice::STATUS_ACTIVE; } if (in_array('paused', $status_parameters)) { $recurring_filters[] = RecurringInvoice::STATUS_PAUSED; } if (in_array('completed', $status_parameters)) { $recurring_filters[] = RecurringInvoice::STATUS_COMPLETED; } if (count($recurring_filters) >= 1) { return $query->whereIn('status_id', $recurring_filters); } return $query; } /** * Add QuoteStatus Filter * * @param Builder $query * @param string $status * * @return Builder */ protected function addQuoteStatusFilter(Builder $query, string $status): Builder { $status_parameters = explode(',', $status); if (in_array('all', $status_parameters)) { return $query; } $query->where(function ($query) use ($status_parameters) { if (in_array('sent', $status_parameters)) { $query->orWhere(function ($q) { $q->where('status_id', Quote::STATUS_SENT) ->whereNull('due_date') ->orWhere('due_date', '>=', now()->toDateString()); }); } $quote_filters = []; if (in_array('draft', $status_parameters)) { $quote_filters[] = Quote::STATUS_DRAFT; } if (in_array('approved', $status_parameters)) { $quote_filters[] = Quote::STATUS_APPROVED; } if (count($quote_filters) > 0) { $query->orWhereIn('status_id', $quote_filters); } if (in_array('expired', $status_parameters)) { $query->orWhere(function ($q) { $q->where('status_id', Quote::STATUS_SENT) ->whereNotNull('due_date') ->where('due_date', '<=', now()->toDateString()); }); } if (in_array('upcoming', $status_parameters)) { $query->orWhere(function ($q) { $q->where('status_id', Quote::STATUS_SENT) ->where('due_date', '>=', now()->toDateString()) ->orderBy('due_date', 'DESC'); }); } if(in_array('converted', $status_parameters)) { $query->orWhere(function ($q) { $q->whereNotNull('invoice_id'); }); } }); return $query; } /** * Add PurchaseOrder Status Filter * * @param Builder $query * @param string $status * * @return Builder */ protected function addPurchaseOrderStatusFilter(Builder $query, string $status): Builder { /** @var array $status_parameters */ $status_parameters = explode(',', $status); if (in_array('all', $status_parameters) || count($status_parameters) == 0) { return $query; } $query->where(function ($query) use ($status_parameters) { $po_status = []; if (in_array('draft', $status_parameters)) { $po_status[] = PurchaseOrder::STATUS_DRAFT; } if (in_array('sent', $status_parameters)) { $query->orWhere(function ($q) { $q->where('status_id', PurchaseOrder::STATUS_SENT) ->whereNull('due_date') ->orWhere('due_date', '>=', now()->toDateString()); }); } if (in_array('accepted', $status_parameters)) { $po_status[] = PurchaseOrder::STATUS_ACCEPTED; } if (in_array('cancelled', $status_parameters)) { $po_status[] = PurchaseOrder::STATUS_CANCELLED; } if (count($po_status) >= 1) { $query->whereIn('status_id', $po_status); } }); return $query; } /** * Add Invoice Status Filter * * @param Builder $query * @param string $status * @return Builder */ protected function addInvoiceStatusFilter(Builder $query, string $status): Builder { /** @var array $status_parameters */ $status_parameters = explode(',', $status); if(in_array('all', $status_parameters) || count($status_parameters) == 0) { return $query; } $query->where(function ($nested) use ($status_parameters) { $invoice_filters = []; if (in_array('draft', $status_parameters)) { $invoice_filters[] = Invoice::STATUS_DRAFT; } if (in_array('sent', $status_parameters)) { $invoice_filters[] = Invoice::STATUS_SENT; } if (in_array('paid', $status_parameters)) { $invoice_filters[] = Invoice::STATUS_PAID; } if (in_array('unpaid', $status_parameters)) { $invoice_filters[] = Invoice::STATUS_SENT; $invoice_filters[] = Invoice::STATUS_PARTIAL; } if (in_array('cancelled', $status_parameters)) { $invoice_filters[] = Invoice::STATUS_CANCELLED; } if (count($invoice_filters) > 0) { $nested->whereIn('status_id', $invoice_filters); } if (in_array('overdue', $status_parameters)) { $nested->orWhereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL]) ->where('due_date', '<', Carbon::now()) ->orWhere('partial_due_date', '<', Carbon::now()); } if(in_array('viewed', $status_parameters)) { $nested->whereHas('invitations', function ($q) { $q->whereNotNull('viewed_date')->whereNotNull('deleted_at'); }); } }); return $query; } /** * Add Date Range * * @param Builder $query * @param ?string $table_name * @return Builder */ protected function addDateRange(Builder $query, ?string $table_name = null): Builder { $query = $this->applyProductFilters($query); $date_range = $this->input['date_range']; if (array_key_exists('date_key', $this->input) && strlen($this->input['date_key'] ?? '') > 1 && ($table_name && $this->columnExists($table_name, $this->input['date_key']))) { $this->date_key = $this->input['date_key']; } try { $custom_start_date = Carbon::parse($this->input['start_date']); $custom_end_date = Carbon::parse($this->input['end_date']); } catch (\Exception $e) { $custom_start_date = now()->startOfYear(); $custom_end_date = now(); } switch ($date_range) { case 'all': $this->start_date = 'All available data'; $this->end_date = 'All available data'; return $query; case 'last7': $this->start_date = now()->subDays(7)->format('Y-m-d'); $this->end_date = now()->format('Y-m-d'); return $query->whereBetween($this->date_key, [now()->subDays(7), now()])->orderBy($this->date_key, 'ASC'); case 'last30': $this->start_date = now()->subDays(30)->format('Y-m-d'); $this->end_date = now()->format('Y-m-d'); return $query->whereBetween($this->date_key, [now()->subDays(30), now()])->orderBy($this->date_key, 'ASC'); case 'this_month': $this->start_date = now()->startOfMonth()->format('Y-m-d'); $this->end_date = now()->format('Y-m-d'); return $query->whereBetween($this->date_key, [now()->startOfMonth(), now()])->orderBy($this->date_key, 'ASC'); case 'last_month': $this->start_date = now()->startOfMonth()->subMonth()->format('Y-m-d'); $this->end_date = now()->startOfMonth()->subMonth()->endOfMonth()->format('Y-m-d'); return $query->whereBetween($this->date_key, [now()->startOfMonth()->subMonth(), now()->startOfMonth()->subMonth()->endOfMonth()])->orderBy($this->date_key, 'ASC'); case 'this_quarter': $this->start_date = (new \Carbon\Carbon('0 months'))->startOfQuarter()->format('Y-m-d'); $this->end_date = (new \Carbon\Carbon('0 months'))->endOfQuarter()->format('Y-m-d'); return $query->whereBetween($this->date_key, [(new \Carbon\Carbon('0 months'))->startOfQuarter(), (new \Carbon\Carbon('0 months'))->endOfQuarter()])->orderBy($this->date_key, 'ASC'); case 'last_quarter': $this->start_date = (new \Carbon\Carbon('-3 months'))->startOfQuarter()->format('Y-m-d'); $this->end_date = (new \Carbon\Carbon('-3 months'))->endOfQuarter()->format('Y-m-d'); return $query->whereBetween($this->date_key, [(new \Carbon\Carbon('-3 months'))->startOfQuarter(), (new \Carbon\Carbon('-3 months'))->endOfQuarter()])->orderBy($this->date_key, 'ASC'); case 'last365_days': $this->start_date = now()->startOfDay()->subDays(365)->format('Y-m-d'); $this->end_date = now()->startOfDay()->format('Y-m-d'); return $query->whereBetween($this->date_key, [now()->subDays(365), now()])->orderBy($this->date_key, 'ASC'); case 'this_year': $first_month_of_year = $this->company->getSetting('first_month_of_year') ?? 1; $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1); if(now()->lt($fin_year_start)) { $fin_year_start->subYearNoOverflow(); } $this->start_date = $fin_year_start->format('Y-m-d'); $this->end_date = $fin_year_start->copy()->addYear()->subDay()->format('Y-m-d'); return $query->whereBetween($this->date_key, [now()->startOfYear(), now()])->orderBy($this->date_key, 'ASC'); case 'last_year': $first_month_of_year = $this->company->getSetting('first_month_of_year') ?? 1; $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1); $fin_year_start->subYearNoOverflow(); if(now()->subYear()->lt($fin_year_start)) { $fin_year_start->subYearNoOverflow(); } $this->start_date = $fin_year_start->format('Y-m-d'); $this->end_date = $fin_year_start->copy()->addYear()->subDay()->format('Y-m-d'); return $query->whereBetween($this->date_key, [now()->startOfYear(), now()])->orderBy($this->date_key, 'ASC'); case 'custom': $this->start_date = $custom_start_date->format('Y-m-d'); $this->end_date = $custom_end_date->format('Y-m-d'); return $query->whereBetween($this->date_key, [$custom_start_date, $custom_end_date])->orderBy($this->date_key, 'ASC'); default: $this->start_date = now()->startOfYear()->format('Y-m-d'); $this->end_date = now()->format('Y-m-d'); return $query->whereBetween($this->date_key, [now()->startOfYear(), now()])->orderBy($this->date_key, 'ASC'); } } /** * Returns the merged array of * the entity with the matching * item report keys * * @param string $entity_report_keys * @return array */ public function mergeItemsKeys(string $entity_report_keys): array { return array_merge($this->{$entity_report_keys}, $this->item_report_keys); } public function buildHeader(): array { $helper = new Helpers(); $header = []; // nlog("header"); foreach ($this->input['report_keys'] as $value) { $key = array_search($value, $this->entity_keys); $original_key = $key; // nlog("{$key} => {$value}"); $prefix = ''; if(!$key) { $prefix = stripos($value, 'client.') !== false ? ctrans('texts.client')." " : ctrans('texts.contact')." "; $key = array_search($value, $this->client_report_keys); } if(!$key) { $prefix = ctrans('texts.invoice')." "; $key = array_search($value, $this->invoice_report_keys); } if(!$key) { $prefix = ctrans('texts.recurring_invoice')." "; $key = array_search($value, $this->recurring_invoice_report_keys); } if(!$key) { $prefix = ctrans('texts.payment')." "; $key = array_search($value, $this->payment_report_keys); } if(!$key) { $prefix = ctrans('texts.quote')." "; $key = array_search($value, $this->quote_report_keys); } if(!$key) { $prefix = ctrans('texts.credit')." "; $key = array_search($value, $this->credit_report_keys); } if(!$key) { $prefix = ctrans('texts.item')." "; $key = array_search($value, $this->item_report_keys); } if(!$key) { $prefix = ctrans('texts.expense')." "; $key = array_search($value, $this->expense_report_keys); if(!$key && $value == 'expense.category') { $key = 'category'; } } if(!$key) { $prefix = ctrans('texts.task')." "; $key = array_search($value, $this->task_report_keys); } if(!$key) { $prefix = ctrans('texts.vendor')." "; $key = array_search($value, $this->vendor_report_keys); } if(!$key) { $prefix = ctrans('texts.purchase_order')." "; $key = array_search($value, $this->purchase_order_report_keys); } if(!$key) { $prefix = ''; $key = array_search($value, $this->product_report_keys); } if(!$key) { $prefix = ''; } // nlog("key => {$key}"); $key = str_replace('item.', '', $key); $key = str_replace('recurring_invoice.', '', $key); $key = str_replace('purchase_order.', '', $key); $key = str_replace('invoice.', '', $key); $key = str_replace('quote.', '', $key); $key = str_replace('credit.', '', $key); $key = str_replace('task.', '', $key); $key = str_replace('client.', '', $key); $key = str_replace('vendor.', '', $key); $key = str_replace('contact.', '', $key); $key = str_replace('payment.', '', $key); $key = str_replace('expense.', '', $key); $key = str_replace('product.', '', $key); $key = str_replace('task.', '', $key); if(stripos($value, 'custom_value') !== false) { $parts = explode(".", $value); if(count($parts) == 2 && in_array($parts[0], ['credit','quote','invoice','purchase_order','recurring_invoice'])) { $entity = "invoice".substr($parts[1], -1); $prefix = ctrans("texts.".$parts[0]); $fallback = "custom_value".substr($parts[1], -1); $custom_field_label = $helper->makeCustomField($this->company->custom_fields, $entity); if(strlen($custom_field_label) > 1) { $header[] = $custom_field_label; } else { $header[] = $prefix . " ". ctrans("texts.{$fallback}"); } } elseif(count($parts) == 2 && (stripos($parts[0], 'vendor_contact') !== false || stripos($parts[0], 'contact') !== false)) { $parts[0] = str_replace('vendor_contact', 'contact', $parts[0]); $entity = "contact".substr($parts[1], -1); $custom_field_string = strlen($helper->makeCustomField($this->company->custom_fields, $entity)) > 1 ? $helper->makeCustomField($this->company->custom_fields, $entity) : ctrans("texts.{$parts[1]}"); $header[] = ctrans("texts.{$parts[0]}") . " " . $custom_field_string; } elseif(count($parts) == 2 && in_array(substr($original_key, 0, -1), ['credit','quote','invoice','purchase_order','recurring_invoice','task'])) { $custom_field_string = strlen($helper->makeCustomField($this->company->custom_fields, "product".substr($original_key, -1))) > 1 ? $helper->makeCustomField($this->company->custom_fields, "product".substr($original_key, -1)) : ctrans("texts.{$parts[1]}"); $header[] = ctrans("texts.{$parts[0]}") . " " . $custom_field_string; } else { $header[] = "{$prefix}" . ctrans("texts.{$key}"); } } else { $header[] = "{$prefix}" . ctrans("texts.{$key}"); } } // nlog($header); return $header; } public function processMetaData(array $row, $resource): array { $class = get_class($resource); $entity = ''; match ($class) { Invoice::class => $entity = 'invoice', RecurringInvoice::class => $entity = 'recurring_invoice', Quote::class => $entity = 'quote', Credit::class => $entity = 'credit', Expense::class => $entity = 'expense', Document::class => $entity = 'document', ClientContact::class => $entity = 'contact', PurchaseOrder::class => $entity = 'purchase_order', Payment::class => $entity = 'payment', Product::class => $entity = 'product', Task::class => $entity = 'task', Vendor::class => $entity = 'vendor', default => $entity = 'invoice', }; $clean_row = []; foreach (array_values($this->input['report_keys']) as $key => $value) { $report_keys = explode(".", $value); $column_key = $value; if($value == 'product_image') { $column_key = 'image'; $value = 'image'; } if($value == 'tax_id') { $column_key = 'tax_category'; $value = 'tax_category'; } $clean_row[$key]['entity'] = $report_keys[0]; $clean_row[$key]['id'] = $report_keys[1] ?? $report_keys[0]; $clean_row[$key]['hashed_id'] = $report_keys[0] == $entity ? null : $resource->{$report_keys[0]}->hashed_id ?? null; $clean_row[$key]['value'] = $row[$column_key]; $clean_row[$key]['identifier'] = $value; $clean_row[$key]['display_value'] = $row[$column_key]; } return $clean_row; } public function processItemMetaData(array $row, $resource): array { $class = get_class($resource); $entity = ''; match ($class) { Invoice::class => $entity = 'invoice', Quote::class => $entity = 'quote', Credit::class => $entity = 'credit', Expense::class => $entity = 'expense', Document::class => $entity = 'document', ClientContact::class => $entity = 'contact', PurchaseOrder::class => $entity = 'purchase_order', default => $entity = 'invoice', }; $clean_row = []; foreach (array_values($this->input['report_keys']) as $key => $value) { $report_keys = explode(".", $value); $column_key = $value; if($value == 'type_id' || $value == 'item.type_id') { $column_key = 'type'; } if($value == 'tax_id' || $value == 'item.tax_id') { $column_key = 'tax_category'; } $clean_row[$key]['entity'] = $report_keys[0]; $clean_row[$key]['id'] = $report_keys[1] ?? $report_keys[0]; $clean_row[$key]['hashed_id'] = $report_keys[0] == $entity ? null : $resource->{$report_keys[0]}->hashed_id ?? null; $clean_row[$key]['value'] = isset($row[$column_key]) ? $row[$column_key] : $row[$value]; $clean_row[$key]['identifier'] = $value; $clean_row[$key]['display_value'] = isset($row[$column_key]) ? $row[$column_key] : $row[$value]; } return $clean_row; } public function queueDocuments(Builder $query) { if($query->getModel() instanceof Document) { $documents = $query->pluck('id')->toArray(); } else { $documents = $query->cursor() ->map(function ($entity) { return $entity->documents()->pluck('id')->toArray(); })->flatten() ->toArray(); } if(count($documents) > 0) { $user = $this->company->owner(); if(auth()->user() && auth()->user()->account_id == $this->company->account_id) { $user = auth()->user(); } if($this->input['user_id'] ?? false) { $user = User::where('id', $this->input['user_id'])->where('account_id', $this->company->account_id)->first(); } ZipDocuments::dispatch($documents, $this->company, $user); } } /** * Tests that the column exists * on the table prior to adding it to * the query builder * * @param string $table * @param string $column * @return bool */ public function columnExists($table, $column): bool { return \Illuminate\Support\Facades\Schema::hasColumn($table, $column); } }