mirror of
https://github.com/invoiceninja/invoiceninja.git
synced 2024-11-10 13:12:50 +01:00
549 lines
22 KiB
PHP
549 lines
22 KiB
PHP
<?php namespace App\Http\Controllers;
|
|
|
|
use Auth;
|
|
use Config;
|
|
use Input;
|
|
use Utils;
|
|
use DB;
|
|
use DateInterval;
|
|
use DatePeriod;
|
|
use Session;
|
|
use View;
|
|
use App\Models\Account;
|
|
use App\Models\Client;
|
|
use App\Models\Payment;
|
|
use App\Models\Expense;
|
|
|
|
class ReportController extends BaseController
|
|
{
|
|
public function d3()
|
|
{
|
|
$message = '';
|
|
$fileName = storage_path().'/dataviz_sample.txt';
|
|
|
|
if (Auth::user()->account->hasFeature(FEATURE_REPORTS)) {
|
|
$account = Account::where('id', '=', Auth::user()->account->id)
|
|
->with(['clients.invoices.invoice_items', 'clients.contacts'])
|
|
->first();
|
|
$account = $account->hideFieldsForViz();
|
|
$clients = $account->clients->toJson();
|
|
} elseif (file_exists($fileName)) {
|
|
$clients = file_get_contents($fileName);
|
|
$message = trans('texts.sample_data');
|
|
} else {
|
|
$clients = '[]';
|
|
}
|
|
|
|
$data = [
|
|
'clients' => $clients,
|
|
'message' => $message,
|
|
];
|
|
|
|
return View::make('reports.d3', $data);
|
|
}
|
|
|
|
public function showReports()
|
|
{
|
|
$action = Input::get('action');
|
|
|
|
if (Input::all()) {
|
|
$groupBy = Input::get('group_by');
|
|
$chartType = Input::get('chart_type');
|
|
$reportType = Input::get('report_type');
|
|
$dateField = Input::get('date_field');
|
|
$startDate = Utils::toSqlDate(Input::get('start_date'), false);
|
|
$endDate = Utils::toSqlDate(Input::get('end_date'), false);
|
|
$enableReport = Input::get('enable_report') ? true : false;
|
|
$enableChart = Input::get('enable_chart') ? true : false;
|
|
} else {
|
|
$groupBy = 'MONTH';
|
|
$chartType = 'Bar';
|
|
$reportType = ENTITY_INVOICE;
|
|
$dateField = FILTER_INVOICE_DATE;
|
|
$startDate = Utils::today(false)->modify('-3 month');
|
|
$endDate = Utils::today(false);
|
|
$enableReport = true;
|
|
$enableChart = true;
|
|
}
|
|
|
|
$dateTypes = [
|
|
'DAYOFYEAR' => 'Daily',
|
|
'WEEK' => 'Weekly',
|
|
'MONTH' => 'Monthly',
|
|
];
|
|
|
|
$chartTypes = [
|
|
'Bar' => 'Bar',
|
|
'Line' => 'Line',
|
|
];
|
|
|
|
$reportTypes = [
|
|
ENTITY_CLIENT => trans('texts.client'),
|
|
ENTITY_INVOICE => trans('texts.invoice'),
|
|
ENTITY_PAYMENT => trans('texts.payment'),
|
|
ENTITY_EXPENSE => trans('texts.expenses'),
|
|
ENTITY_TAX_RATE => trans('texts.taxes'),
|
|
];
|
|
|
|
$params = [
|
|
'dateTypes' => $dateTypes,
|
|
'chartTypes' => $chartTypes,
|
|
'chartType' => $chartType,
|
|
'startDate' => $startDate->format(Session::get(SESSION_DATE_FORMAT)),
|
|
'endDate' => $endDate->format(Session::get(SESSION_DATE_FORMAT)),
|
|
'groupBy' => $groupBy,
|
|
'reportTypes' => $reportTypes,
|
|
'reportType' => $reportType,
|
|
'enableChart' => $enableChart,
|
|
'enableReport' => $enableReport,
|
|
'title' => trans('texts.charts_and_reports'),
|
|
];
|
|
|
|
if (Auth::user()->account->hasFeature(FEATURE_REPORTS)) {
|
|
if ($enableReport) {
|
|
$isExport = $action == 'export';
|
|
$params = array_merge($params, self::generateReport($reportType, $startDate, $endDate, $dateField, $isExport));
|
|
|
|
if ($isExport) {
|
|
self::export($reportType, $params['displayData'], $params['columns'], $params['reportTotals']);
|
|
}
|
|
}
|
|
if ($enableChart) {
|
|
$params = array_merge($params, self::generateChart($groupBy, $startDate, $endDate));
|
|
}
|
|
} else {
|
|
$params['columns'] = [];
|
|
$params['displayData'] = [];
|
|
$params['reportTotals'] = [];
|
|
$params['labels'] = [];
|
|
$params['datasets'] = [];
|
|
$params['scaleStepWidth'] = 100;
|
|
}
|
|
|
|
return View::make('reports.chart_builder', $params);
|
|
}
|
|
|
|
private function generateChart($groupBy, $startDate, $endDate)
|
|
{
|
|
$width = 10;
|
|
$datasets = [];
|
|
$labels = [];
|
|
$maxTotals = 0;
|
|
|
|
foreach ([ENTITY_INVOICE, ENTITY_PAYMENT, ENTITY_CREDIT] as $entityType) {
|
|
// SQLite does not support the YEAR(), MONTH(), WEEK() and similar functions.
|
|
// Let's see if SQLite is being used.
|
|
if (Config::get('database.connections.'.Config::get('database.default').'.driver') == 'sqlite') {
|
|
// Replace the unsupported function with it's date format counterpart
|
|
switch ($groupBy) {
|
|
case 'MONTH':
|
|
$dateFormat = '%m'; // returns 01-12
|
|
break;
|
|
case 'WEEK':
|
|
$dateFormat = '%W'; // returns 00-53
|
|
break;
|
|
case 'DAYOFYEAR':
|
|
$dateFormat = '%j'; // returns 001-366
|
|
break;
|
|
default:
|
|
$dateFormat = '%m'; // MONTH by default
|
|
break;
|
|
}
|
|
|
|
// Concatenate the year and the chosen timeframe (Month, Week or Day)
|
|
$timeframe = 'strftime("%Y", '.$entityType.'_date) || strftime("'.$dateFormat.'", '.$entityType.'_date)';
|
|
} else {
|
|
// Supported by Laravel's other DBMS drivers (MySQL, MSSQL and PostgreSQL)
|
|
$timeframe = 'concat(YEAR('.$entityType.'_date), '.$groupBy.'('.$entityType.'_date))';
|
|
}
|
|
|
|
$records = DB::table($entityType.'s')
|
|
->select(DB::raw('sum('.$entityType.'s.amount) as total, '.$timeframe.' as '.$groupBy))
|
|
->join('clients', 'clients.id', '=', $entityType.'s.client_id')
|
|
->where('clients.is_deleted', '=', false)
|
|
->where($entityType.'s.account_id', '=', Auth::user()->account_id)
|
|
->where($entityType.'s.is_deleted', '=', false)
|
|
->where($entityType.'s.'.$entityType.'_date', '>=', $startDate->format('Y-m-d'))
|
|
->where($entityType.'s.'.$entityType.'_date', '<=', $endDate->format('Y-m-d'))
|
|
->groupBy($groupBy);
|
|
|
|
if ($entityType == ENTITY_INVOICE) {
|
|
$records->where('is_quote', '=', false)
|
|
->where('is_recurring', '=', false);
|
|
} elseif ($entityType == ENTITY_PAYMENT) {
|
|
$records->join('invoices', 'invoices.id', '=', 'payments.invoice_id')
|
|
->where('invoices.is_deleted', '=', false);
|
|
}
|
|
|
|
$totals = $records->lists('total');
|
|
$dates = $records->lists($groupBy);
|
|
$data = array_combine($dates, $totals);
|
|
|
|
$padding = $groupBy == 'DAYOFYEAR' ? 'day' : ($groupBy == 'WEEK' ? 'week' : 'month');
|
|
$endDate->modify('+1 '.$padding);
|
|
$interval = new DateInterval('P1'.substr($groupBy, 0, 1));
|
|
$period = new DatePeriod($startDate, $interval, $endDate);
|
|
$endDate->modify('-1 '.$padding);
|
|
|
|
$totals = [];
|
|
|
|
foreach ($period as $d) {
|
|
$dateFormat = $groupBy == 'DAYOFYEAR' ? 'z' : ($groupBy == 'WEEK' ? 'W' : 'n');
|
|
// MySQL returns 1-366 for DAYOFYEAR, whereas PHP returns 0-365
|
|
$date = $groupBy == 'DAYOFYEAR' ? $d->format('Y').($d->format($dateFormat) + 1) : $d->format('Y'.$dateFormat);
|
|
$totals[] = isset($data[$date]) ? $data[$date] : 0;
|
|
|
|
if ($entityType == ENTITY_INVOICE) {
|
|
$labelFormat = $groupBy == 'DAYOFYEAR' ? 'j' : ($groupBy == 'WEEK' ? 'W' : 'F');
|
|
$label = $d->format($labelFormat);
|
|
$labels[] = $label;
|
|
}
|
|
}
|
|
|
|
$max = max($totals);
|
|
|
|
if ($max > 0) {
|
|
$datasets[] = [
|
|
'totals' => $totals,
|
|
'colors' => $entityType == ENTITY_INVOICE ? '78,205,196' : ($entityType == ENTITY_CREDIT ? '199,244,100' : '255,107,107'),
|
|
];
|
|
$maxTotals = max($max, $maxTotals);
|
|
}
|
|
}
|
|
|
|
$width = (ceil($maxTotals / 100) * 100) / 10;
|
|
$width = max($width, 10);
|
|
|
|
return [
|
|
'datasets' => $datasets,
|
|
'scaleStepWidth' => $width,
|
|
'labels' => $labels,
|
|
];
|
|
}
|
|
|
|
private function generateReport($reportType, $startDate, $endDate, $dateField, $isExport)
|
|
{
|
|
if ($reportType == ENTITY_CLIENT) {
|
|
return $this->generateClientReport($startDate, $endDate, $isExport);
|
|
} elseif ($reportType == ENTITY_INVOICE) {
|
|
return $this->generateInvoiceReport($startDate, $endDate, $isExport);
|
|
} elseif ($reportType == ENTITY_PAYMENT) {
|
|
return $this->generatePaymentReport($startDate, $endDate, $isExport);
|
|
} elseif ($reportType == ENTITY_TAX_RATE) {
|
|
return $this->generateTaxRateReport($startDate, $endDate, $dateField, $isExport);
|
|
} elseif ($reportType == ENTITY_EXPENSE) {
|
|
return $this->generateExpenseReport($startDate, $endDate, $isExport);
|
|
}
|
|
}
|
|
|
|
private function generateTaxRateReport($startDate, $endDate, $dateField, $isExport)
|
|
{
|
|
$columns = ['tax_name', 'tax_rate', 'amount', 'paid'];
|
|
|
|
$account = Auth::user()->account;
|
|
$displayData = [];
|
|
$reportTotals = [];
|
|
|
|
$clients = Client::scope()
|
|
->withArchived()
|
|
->with('contacts')
|
|
->with(['invoices' => function($query) use ($startDate, $endDate, $dateField) {
|
|
$query->withArchived();
|
|
if ($dateField == FILTER_PAYMENT_DATE) {
|
|
$query->where('invoice_date', '>=', $startDate)
|
|
->where('invoice_date', '<=', $endDate)
|
|
->whereHas('payments', function($query) use ($startDate, $endDate) {
|
|
$query->where('payment_date', '>=', $startDate)
|
|
->where('payment_date', '<=', $endDate)
|
|
->withArchived();
|
|
})
|
|
->with(['payments' => function($query) use ($startDate, $endDate) {
|
|
$query->where('payment_date', '>=', $startDate)
|
|
->where('payment_date', '<=', $endDate)
|
|
->withArchived()
|
|
->with('payment_type', 'account_gateway.gateway');
|
|
}, 'invoice_items']);
|
|
}
|
|
}]);
|
|
|
|
foreach ($clients->get() as $client) {
|
|
$currencyId = $client->currency_id ?: Auth::user()->account->getCurrencyId();
|
|
$amount = 0;
|
|
$paid = 0;
|
|
$taxTotals = [];
|
|
|
|
foreach ($client->invoices as $invoice) {
|
|
foreach ($invoice->getTaxes(true) as $key => $tax) {
|
|
if ( ! isset($taxTotals[$currencyId])) {
|
|
$taxTotals[$currencyId] = [];
|
|
}
|
|
if (isset($taxTotals[$currencyId][$key])) {
|
|
$taxTotals[$currencyId][$key]['amount'] += $tax['amount'];
|
|
$taxTotals[$currencyId][$key]['paid'] += $tax['paid'];
|
|
} else {
|
|
$taxTotals[$currencyId][$key] = $tax;
|
|
}
|
|
}
|
|
|
|
$amount += $invoice->amount;
|
|
$paid += $invoice->getAmountPaid();
|
|
}
|
|
|
|
foreach ($taxTotals as $currencyId => $taxes) {
|
|
foreach ($taxes as $tax) {
|
|
$displayData[] = [
|
|
$tax['name'],
|
|
$tax['rate'] . '%',
|
|
$account->formatMoney($tax['amount'], $client),
|
|
$account->formatMoney($tax['paid'], $client)
|
|
];
|
|
}
|
|
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'amount', $tax['amount']);
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'paid', $tax['paid']);
|
|
}
|
|
}
|
|
|
|
return [
|
|
'columns' => $columns,
|
|
'displayData' => $displayData,
|
|
'reportTotals' => $reportTotals,
|
|
];
|
|
|
|
}
|
|
|
|
private function generatePaymentReport($startDate, $endDate, $isExport)
|
|
{
|
|
$columns = ['client', 'invoice_number', 'invoice_date', 'amount', 'payment_date', 'paid', 'method'];
|
|
|
|
$account = Auth::user()->account;
|
|
$displayData = [];
|
|
$reportTotals = [];
|
|
|
|
$payments = Payment::scope()
|
|
->withTrashed()
|
|
->where('is_deleted', '=', false)
|
|
->whereHas('client', function($query) {
|
|
$query->where('is_deleted', '=', false);
|
|
})
|
|
->whereHas('invoice', function($query) {
|
|
$query->where('is_deleted', '=', false);
|
|
})
|
|
->with('client.contacts', 'invoice', 'payment_type', 'account_gateway.gateway')
|
|
->where('payment_date', '>=', $startDate)
|
|
->where('payment_date', '<=', $endDate);
|
|
|
|
foreach ($payments->get() as $payment) {
|
|
$invoice = $payment->invoice;
|
|
$client = $payment->client;
|
|
$displayData[] = [
|
|
$isExport ? $client->getDisplayName() : $client->present()->link,
|
|
$isExport ? $invoice->invoice_number : $invoice->present()->link,
|
|
$invoice->present()->invoice_date,
|
|
$account->formatMoney($invoice->amount, $client),
|
|
$payment->present()->payment_date,
|
|
$account->formatMoney($payment->amount, $client),
|
|
$payment->present()->method,
|
|
];
|
|
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'amount', $invoice->amount);
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'paid', $payment->amount);
|
|
}
|
|
|
|
return [
|
|
'columns' => $columns,
|
|
'displayData' => $displayData,
|
|
'reportTotals' => $reportTotals,
|
|
];
|
|
}
|
|
|
|
private function generateInvoiceReport($startDate, $endDate, $isExport)
|
|
{
|
|
$columns = ['client', 'invoice_number', 'invoice_date', 'amount', 'payment_date', 'paid', 'method'];
|
|
|
|
$account = Auth::user()->account;
|
|
$displayData = [];
|
|
$reportTotals = [];
|
|
|
|
$clients = Client::scope()
|
|
->withTrashed()
|
|
->with('contacts')
|
|
->where('is_deleted', '=', false)
|
|
->with(['invoices' => function($query) use ($startDate, $endDate) {
|
|
$query->where('invoice_date', '>=', $startDate)
|
|
->where('invoice_date', '<=', $endDate)
|
|
->where('is_deleted', '=', false)
|
|
->where('is_quote', '=', false)
|
|
->where('is_recurring', '=', false)
|
|
->with(['payments' => function($query) {
|
|
$query->withTrashed()
|
|
->with('payment_type', 'account_gateway.gateway')
|
|
->where('is_deleted', '=', false);
|
|
}, 'invoice_items'])
|
|
->withTrashed();
|
|
}]);
|
|
|
|
foreach ($clients->get() as $client) {
|
|
foreach ($client->invoices as $invoice) {
|
|
|
|
$payments = count($invoice->payments) ? $invoice->payments : [false];
|
|
foreach ($payments as $payment) {
|
|
$displayData[] = [
|
|
$isExport ? $client->getDisplayName() : $client->present()->link,
|
|
$isExport ? $invoice->invoice_number : $invoice->present()->link,
|
|
$invoice->present()->invoice_date,
|
|
$account->formatMoney($invoice->amount, $client),
|
|
$payment ? $payment->present()->payment_date : '',
|
|
$payment ? $account->formatMoney($payment->amount, $client) : '',
|
|
$payment ? $payment->present()->method : '',
|
|
];
|
|
if ($payment) {
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'paid', $payment->amount);
|
|
}
|
|
}
|
|
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'amount', $invoice->amount);
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'balance', $invoice->balance);
|
|
}
|
|
}
|
|
|
|
return [
|
|
'columns' => $columns,
|
|
'displayData' => $displayData,
|
|
'reportTotals' => $reportTotals,
|
|
];
|
|
}
|
|
|
|
private function generateClientReport($startDate, $endDate, $isExport)
|
|
{
|
|
$columns = ['client', 'amount', 'paid', 'balance'];
|
|
|
|
$account = Auth::user()->account;
|
|
$displayData = [];
|
|
$reportTotals = [];
|
|
|
|
$clients = Client::scope()
|
|
->withArchived()
|
|
->with('contacts')
|
|
->with(['invoices' => function($query) use ($startDate, $endDate) {
|
|
$query->where('invoice_date', '>=', $startDate)
|
|
->where('invoice_date', '<=', $endDate)
|
|
->where('is_quote', '=', false)
|
|
->where('is_recurring', '=', false)
|
|
->withArchived();
|
|
}]);
|
|
|
|
foreach ($clients->get() as $client) {
|
|
$amount = 0;
|
|
$paid = 0;
|
|
|
|
foreach ($client->invoices as $invoice) {
|
|
$amount += $invoice->amount;
|
|
$paid += $invoice->getAmountPaid();
|
|
}
|
|
|
|
$displayData[] = [
|
|
$isExport ? $client->getDisplayName() : $client->present()->link,
|
|
$account->formatMoney($amount, $client),
|
|
$account->formatMoney($paid, $client),
|
|
$account->formatMoney($amount - $paid, $client)
|
|
];
|
|
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'amount', $amount);
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'paid', $paid);
|
|
$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'balance', $amount - $paid);
|
|
}
|
|
|
|
return [
|
|
'columns' => $columns,
|
|
'displayData' => $displayData,
|
|
'reportTotals' => $reportTotals,
|
|
];
|
|
}
|
|
|
|
private function generateExpenseReport($startDate, $endDate, $isExport)
|
|
{
|
|
$columns = ['vendor', 'client', 'date', 'expense_amount', 'invoiced_amount'];
|
|
|
|
$account = Auth::user()->account;
|
|
$displayData = [];
|
|
$reportTotals = [];
|
|
|
|
$expenses = Expense::scope()
|
|
->withTrashed()
|
|
->with('client.contacts', 'vendor')
|
|
->where('expense_date', '>=', $startDate)
|
|
->where('expense_date', '<=', $endDate);
|
|
|
|
|
|
foreach ($expenses->get() as $expense) {
|
|
$amount = $expense->amount;
|
|
$invoiced = $expense->present()->invoiced_amount;
|
|
|
|
$displayData[] = [
|
|
$expense->vendor ? ($isExport ? $expense->vendor->name : $expense->vendor->present()->link) : '',
|
|
$expense->client ? ($isExport ? $expense->client->getDisplayName() : $expense->client->present()->link) : '',
|
|
$expense->present()->expense_date,
|
|
Utils::formatMoney($amount, $expense->currency_id),
|
|
Utils::formatMoney($invoiced, $expense->invoice_currency_id),
|
|
];
|
|
|
|
$reportTotals = $this->addToTotals($reportTotals, $expense->expense_currency_id, 'amount', $amount);
|
|
$reportTotals = $this->addToTotals($reportTotals, $expense->invoice_currency_id, 'amount', 0);
|
|
|
|
$reportTotals = $this->addToTotals($reportTotals, $expense->invoice_currency_id, 'invoiced', $invoiced);
|
|
$reportTotals = $this->addToTotals($reportTotals, $expense->expense_currency_id, 'invoiced', 0);
|
|
}
|
|
|
|
return [
|
|
'columns' => $columns,
|
|
'displayData' => $displayData,
|
|
'reportTotals' => $reportTotals,
|
|
];
|
|
}
|
|
|
|
private function addToTotals($data, $currencyId, $field, $value) {
|
|
$currencyId = $currencyId ?: Auth::user()->account->getCurrencyId();
|
|
|
|
if (!isset($data[$currencyId][$field])) {
|
|
$data[$currencyId][$field] = 0;
|
|
}
|
|
|
|
$data[$currencyId][$field] += $value;
|
|
|
|
return $data;
|
|
}
|
|
|
|
private function export($reportType, $data, $columns, $totals)
|
|
{
|
|
$output = fopen('php://output', 'w') or Utils::fatalError();
|
|
$reportType = trans("texts.{$reportType}s");
|
|
$date = date('Y-m-d');
|
|
|
|
header('Content-Type:application/csv');
|
|
header("Content-Disposition:attachment;filename={$date}_Ninja_{$reportType}.csv");
|
|
|
|
Utils::exportData($output, $data, Utils::trans($columns));
|
|
|
|
fwrite($output, trans('texts.totals'));
|
|
foreach ($totals as $currencyId => $fields) {
|
|
foreach ($fields as $key => $value) {
|
|
fwrite($output, ',' . trans("texts.{$key}"));
|
|
}
|
|
fwrite($output, "\n");
|
|
break;
|
|
}
|
|
|
|
foreach ($totals as $currencyId => $fields) {
|
|
$csv = Utils::getFromCache($currencyId, 'currencies')->name . ',';
|
|
foreach ($fields as $key => $value) {
|
|
$csv .= '"' . Utils::formatMoney($value, $currencyId).'",';
|
|
}
|
|
fwrite($output, $csv."\n");
|
|
}
|
|
|
|
fclose($output);
|
|
exit;
|
|
}
|
|
}
|