mirror of
https://github.com/invoiceninja/invoiceninja.git
synced 2024-11-11 05:32:39 +01:00
522 lines
20 KiB
PHP
522 lines
20 KiB
PHP
<?php
|
|
/**
|
|
* Invoice Ninja (https://invoiceninja.com).
|
|
*
|
|
* @link https://github.com/invoiceninja/invoiceninja source repository
|
|
*
|
|
* @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
|
|
*
|
|
* @license https://www.elastic.co/licensing/elastic-license
|
|
*/
|
|
|
|
namespace App\Export\CSV;
|
|
|
|
use App\Utils\Number;
|
|
use App\Models\Client;
|
|
use App\Models\Invoice;
|
|
use App\Models\GatewayType;
|
|
use League\Fractal\Manager;
|
|
use Illuminate\Support\Carbon;
|
|
use App\Utils\Traits\MakesHash;
|
|
use App\Transformers\ClientTransformer;
|
|
use App\Transformers\PaymentTransformer;
|
|
use Illuminate\Database\Eloquent\Builder;
|
|
use League\Fractal\Serializer\ArraySerializer;
|
|
|
|
class BaseExport
|
|
{
|
|
use MakesHash;
|
|
|
|
public array $input;
|
|
|
|
public string $date_key = '';
|
|
|
|
public array $entity_keys = [];
|
|
|
|
public string $start_date = '';
|
|
|
|
public string $end_date = '';
|
|
|
|
public string $client_description = 'All Clients';
|
|
|
|
public array $forced_keys = [];
|
|
|
|
protected array $client_report_keys = [
|
|
"name" => "client.name",
|
|
"user" => "client.user_id",
|
|
"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",
|
|
"custom_value4" => "contact.custom_value4",
|
|
"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",
|
|
];
|
|
|
|
protected array $invoice_report_keys = [
|
|
"invoice_number" => "invoice.number",
|
|
"amount" => "invoice.amount",
|
|
"balance" => "invoice.balance",
|
|
"paid_to_date" => "invoice.paid_to_date",
|
|
"discount" => "item.discount",
|
|
"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",
|
|
"partial" => "invoice.partial",
|
|
"partial_due_date" => "invoice.partial_due_date",
|
|
"custom_value1" => "item.custom_value1",
|
|
"custom_value2" => "item.custom_value2",
|
|
"custom_value3" => "item.custom_value3",
|
|
"custom_value4" => "item.custom_value4",
|
|
"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",
|
|
"quantity" => "item.quantity",
|
|
"cost" => "item.cost",
|
|
"product_key" => "item.product_key",
|
|
"notes" => "item.notes",
|
|
"item_tax1" => "item.tax_name1",
|
|
"item_tax_rate1" => "item.tax_rate1",
|
|
"item_tax2" => "item.tax_name2",
|
|
"item_tax_rate2" => "item.tax_rate2",
|
|
"item_tax3" => "item.tax_name3",
|
|
"item_tax_rate3" => "item.tax_rate3",
|
|
"type" => "item.type_id",
|
|
"tax_category" => "item.tax_id",
|
|
"assigned_user" => "invoice.assigned_user_id",
|
|
"user" => "invoice.user_id",
|
|
];
|
|
|
|
protected array $quote_report_keys = [
|
|
"quote_number" => "quote.number",
|
|
"amount" => "quote.amount",
|
|
"balance" => "quote.balance",
|
|
"paid_to_date" => "quote.paid_to_date",
|
|
"discount" => "item.discount",
|
|
"po_number" => "quote.po_number",
|
|
"date" => "quote.date",
|
|
"due_date" => "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",
|
|
"partial" => "quote.partial",
|
|
"partial_due_date" => "quote.partial_due_date",
|
|
"custom_value1" => "item.custom_value1",
|
|
"custom_value2" => "item.custom_value2",
|
|
"custom_value3" => "item.custom_value3",
|
|
"custom_value4" => "item.custom_value4",
|
|
"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",
|
|
"quantity" => "item.quantity",
|
|
"cost" => "item.cost",
|
|
"product_key" => "item.product_key",
|
|
"notes" => "item.notes",
|
|
"item_tax1" => "item.tax_name1",
|
|
"item_tax_rate1" => "item.tax_rate1",
|
|
"item_tax2" => "item.tax_name2",
|
|
"item_tax_rate2" => "item.tax_rate2",
|
|
"item_tax3" => "item.tax_name3",
|
|
"item_tax_rate3" => "item.tax_rate3",
|
|
"type" => "item.type_id",
|
|
"tax_category" => "item.tax_id",
|
|
"assigned_user" => "quote.assigned_user_id",
|
|
"user" => "quote.user_id",
|
|
];
|
|
|
|
protected array $credit_report_keys = [
|
|
"credit_number" => "credit.number",
|
|
"amount" => "credit.amount",
|
|
"balance" => "credit.balance",
|
|
"paid_to_date" => "credit.paid_to_date",
|
|
"discount" => "item.discount",
|
|
"po_number" => "credit.po_number",
|
|
"date" => "credit.date",
|
|
"due_date" => "credit.due_date",
|
|
"terms" => "credit.terms",
|
|
"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",
|
|
"custom_value1" => "item.custom_value1",
|
|
"custom_value2" => "item.custom_value2",
|
|
"custom_value3" => "item.custom_value3",
|
|
"custom_value4" => "item.custom_value4",
|
|
"surcharge1" => "credit.custom_surcharge1",
|
|
"surcharge2" => "credit.custom_surcharge2",
|
|
"surcharge3" => "credit.custom_surcharge3",
|
|
"surcharge4" => "credit.custom_surcharge4",
|
|
"exchange_rate" => "credit.exchange_rate",
|
|
"tax_amount" => "credit.total_taxes",
|
|
"quantity" => "item.quantity",
|
|
"cost" => "item.cost",
|
|
"product_key" => "item.product_key",
|
|
"notes" => "item.notes",
|
|
"item_tax1" => "item.tax_name1",
|
|
"item_tax_rate1" => "item.tax_rate1",
|
|
"item_tax2" => "item.tax_name2",
|
|
"item_tax_rate2" => "item.tax_rate2",
|
|
"item_tax3" => "item.tax_name3",
|
|
"item_tax_rate3" => "item.tax_rate3",
|
|
"type" => "item.type_id",
|
|
"tax_category" => "item.tax_id",
|
|
"assigned_user" => "credit.assigned_user_id",
|
|
"user" => "credit.user_id",
|
|
];
|
|
|
|
protected array $payment_report_keys = [
|
|
"date" => "payment.date",
|
|
"amount" => "payment.amount",
|
|
"refunded" => "payment.refunded",
|
|
"applied" => "payment.applied",
|
|
"transaction_reference" => "payment.transaction_reference",
|
|
"currency" => "payment.currency",
|
|
"exchange_rate" => "payment.exchange_rate",
|
|
"number" => "payment.number",
|
|
"method" => "payment.method",
|
|
"status" => "payment.status",
|
|
"private_notes" => "payment.private_notes",
|
|
"custom_value1" => "payment.custom_value1",
|
|
"custom_value2" => "payment.custom_value2",
|
|
"custom_value3" => "payment.custom_value3",
|
|
"custom_value4" => "payment.custom_value4",
|
|
"user" => "payment.user_id",
|
|
"assigned_user" => "payment.assigned_user_id",
|
|
];
|
|
|
|
protected function filterByClients($query)
|
|
{
|
|
if (isset($this->input['client_id']) && $this->input['client_id'] != 'all') {
|
|
$client = Client::withTrashed()->find($this->input['client_id']);
|
|
$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($parts) < 2)
|
|
return '';
|
|
|
|
match($parts[0]) {
|
|
'contact' => $value = $this->resolveClientContactKey($parts[1], $entity, $transformer),
|
|
'client' => $value = $this->resolveClientKey($parts[1], $entity, $transformer),
|
|
'invoice' => $value = $this->resolveInvoiceKey($parts[1], $entity, $transformer),
|
|
'payment' => $value = $this->resolvePaymentKey($parts[1], $entity, $transformer),
|
|
default => $value = ''
|
|
};
|
|
|
|
return $value;
|
|
}
|
|
|
|
private function resolveClientContactKey($column, $entity, $transformer)
|
|
{
|
|
|
|
$primary_contact = $entity->client->primary_contact()->first() ?? $entity->client->contacts()->first();
|
|
|
|
return $primary_contact?->{$column} ?? '';
|
|
|
|
}
|
|
|
|
private function resolveClientKey($column, $entity, $transformer)
|
|
{
|
|
$transformed_client = $transformer->includeClient($entity);
|
|
|
|
$manager = new Manager();
|
|
$manager->setSerializer(new ArraySerializer());
|
|
$transformed_client = $manager->createData($transformed_client)->toArray();
|
|
|
|
if($column == 'name')
|
|
return $transformed_client['display_name'];
|
|
|
|
if($column == 'user_id')
|
|
return $entity->client->user->present()->name();
|
|
|
|
if($column == 'country_id')
|
|
return $entity->client->country ? ctrans("texts.country_{$entity->client->country->name}") : '';
|
|
|
|
if($column == 'shipping_country_id')
|
|
return $entity->client->shipping_country ? ctrans("texts.country_{$entity->client->shipping_country->name}") : '';
|
|
|
|
if($column == 'size_id')
|
|
return $entity->client->size?->name ?? '';
|
|
|
|
if($column == 'industry_id')
|
|
return $entity->client->industry?->name ?? '';
|
|
|
|
if ($column == 'currency_id') {
|
|
return $entity->client->currency() ? $entity->client->currency()->code : $entity->company->currency()->code;
|
|
}
|
|
|
|
|
|
if(array_key_exists($column, $transformed_client))
|
|
return $transformed_client[$column];
|
|
|
|
return '';
|
|
|
|
}
|
|
|
|
private function resolveInvoiceKey($column, $entity, $transformer)
|
|
{
|
|
if($transformer instanceof PaymentTransformer)
|
|
$transformed_invoices = $transformer->includeInvoices($entity);
|
|
}
|
|
|
|
private function resolvePaymentKey($column, $entity, $transformer)
|
|
{
|
|
if($column == 'amount')
|
|
return $entity->payments()->exists() ? Number::formatMoney($entity->payments()->sum('paymentables.amount'), $entity->company) : ctrans('texts.unpaid');
|
|
|
|
if($column == 'refunded') {
|
|
return $entity->payments()->exists() ? Number::formatMoney($entity->payments()->sum('paymentables.refunded'), $entity->company) : 0;
|
|
}
|
|
|
|
if($column == 'applied') {
|
|
$refunded = $entity->payments()->sum('paymentables.refunded');
|
|
$amount = $entity->payments()->sum('paymentables.amount');
|
|
|
|
return $entity->payments()->exists() ? Number::formatMoney(($amount - $refunded), $entity->company) : 0;
|
|
}
|
|
|
|
$payment = $entity->payments()->first();
|
|
|
|
if(!$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 '';
|
|
|
|
}
|
|
|
|
protected function addInvoiceStatusFilter($query, $status): Builder
|
|
{
|
|
|
|
$status_parameters = explode(',', $status);
|
|
|
|
|
|
if(in_array('all', $status_parameters))
|
|
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;
|
|
$invoice_filters[] = Invoice::STATUS_PARTIAL;
|
|
}
|
|
|
|
if (count($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 $query;
|
|
}
|
|
|
|
protected function addDateRange($query)
|
|
{
|
|
$date_range = $this->input['date_range'];
|
|
|
|
if (array_key_exists('date_key', $this->input) && strlen($this->input['date_key']) > 1) {
|
|
$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('-3 months'))->firstOfQuarter()->format('Y-m-d');
|
|
$this->end_date = (new \Carbon\Carbon('-3 months'))->lastOfQuarter()->format('Y-m-d');
|
|
return $query->whereBetween($this->date_key, [(new \Carbon\Carbon('-3 months'))->firstOfQuarter(), (new \Carbon\Carbon('-3 months'))->lastOfQuarter()])->orderBy($this->date_key, 'ASC');
|
|
case 'last_quarter':
|
|
$this->start_date = (new \Carbon\Carbon('-6 months'))->firstOfQuarter()->format('Y-m-d');
|
|
$this->end_date = (new \Carbon\Carbon('-6 months'))->lastOfQuarter()->format('Y-m-d');
|
|
return $query->whereBetween($this->date_key, [(new \Carbon\Carbon('-6 months'))->firstOfQuarter(), (new \Carbon\Carbon('-6 months'))->lastOfQuarter()])->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':
|
|
$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');
|
|
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');
|
|
}
|
|
}
|
|
|
|
public function buildHeader() :array
|
|
{
|
|
$header = [];
|
|
|
|
foreach (array_merge($this->input['report_keys'], $this->forced_keys) as $value) {
|
|
|
|
$prefix = '';
|
|
|
|
$key = array_search($value, $this->entity_keys);
|
|
|
|
if(!$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.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.payment');
|
|
$key = array_search($value, $this->payment_report_keys);
|
|
}
|
|
|
|
$key = str_replace('item.', '', $key);
|
|
$key = str_replace('invoice.', '', $key);
|
|
$key = str_replace('client.', '', $key);
|
|
$key = str_replace('contact.', '', $key);
|
|
$key = str_replace('payment.', '', $key);
|
|
|
|
$header[] = "{$prefix} " . ctrans("texts.{$key}");
|
|
}
|
|
|
|
return $header;
|
|
}
|
|
}
|