mirror of
https://github.com/invoiceninja/invoiceninja.git
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1153 lines
45 KiB
PHP
1153 lines
45 KiB
PHP
<?php
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/**
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* Invoice Ninja (https://invoiceninja.com).
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*
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* @link https://github.com/invoiceninja/invoiceninja source repository
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*
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* @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
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*
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* @license https://www.elastic.co/licensing/elastic-license
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*/
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namespace App\Export\CSV;
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use App\Models\Activity;
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use App\Models\Quote;
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use App\Utils\Number;
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use App\Models\Client;
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use App\Models\Credit;
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use App\Utils\Helpers;
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use App\Models\Company;
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use App\Models\Expense;
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use App\Models\Invoice;
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use App\Models\Payment;
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use App\Models\Document;
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use League\Fractal\Manager;
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use App\Models\ClientContact;
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use App\Models\PurchaseOrder;
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use App\Models\RecurringInvoice;
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use Illuminate\Support\Carbon;
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use App\Utils\Traits\MakesHash;
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use App\Transformers\TaskTransformer;
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use App\Transformers\PaymentTransformer;
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use Illuminate\Database\Eloquent\Builder;
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use League\Fractal\Serializer\ArraySerializer;
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use App\Models\Product;
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use App\Models\Task;
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use App\Models\Vendor;
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class BaseExport
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{
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use MakesHash;
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public Company $company;
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public array $input;
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public string $date_key = '';
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public array $entity_keys = [];
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public string $start_date = '';
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public string $end_date = '';
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public string $client_description = 'All Clients';
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protected array $vendor_report_keys = [
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'address1' => 'vendor.address1',
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'address2' => 'vendor.address2',
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'city' => 'vendor.city',
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'country' => 'vendor.country_id',
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'custom_value1' => 'vendor.custom_value1',
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'custom_value2' => 'vendor.custom_value2',
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'custom_value3' => 'vendor.custom_value3',
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'custom_value4' => 'vendor.custom_value4',
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'id_number' => 'vendor.id_number',
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'name' => 'vendor.name',
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'number' => 'vendor.number',
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'phone' => 'vendor.phone',
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'postal_code' => 'vendor.postal_code',
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'private_notes' => 'vendor.private_notes',
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'public_notes' => 'vendor.public_notes',
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'state' => 'vendor.state',
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'vat_number' => 'vendor.vat_number',
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'website' => 'vendor.website',
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'currency' => 'vendor.currency',
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'first_name' => 'vendor_contact.first_name',
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'last_name' => 'vendor_contact.last_name',
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'contact_phone' => 'vendor_contact.phone',
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'contact_custom_value1' => 'vendor_contact.custom_value1',
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'contact_custom_value2' => 'vendor_contact.custom_value2',
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'contact_custom_value3' => 'vendor_contact.custom_value3',
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'contact_custom_value4' => 'vendor_contact.custom_value4',
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'email' => 'vendor_contact.email',
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'status' => 'vendor.status',
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];
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protected array $client_report_keys = [
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"name" => "client.name",
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"user" => "client.user",
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"assigned_user" => "client.assigned_user",
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"balance" => "client.balance",
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"paid_to_date" => "client.paid_to_date",
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"currency" => "client.currency_id",
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"website" => "client.website",
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"private_notes" => "client.private_notes",
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"industry" => "client.industry_id",
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"size" => "client.size_id",
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"work_phone" => "client.phone",
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"address1" => "client.address1",
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"address2" => "client.address2",
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"city" => "client.city",
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"state" => "client.state",
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"postal_code" => "client.postal_code",
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"country" => "client.country_id",
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"shipping_address1" => "client.shipping_address1",
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"shipping_address2" => "client.shipping_address2",
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"shipping_city" => "client.shipping_city",
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"shipping_state" => "client.shipping_state",
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"shipping_postal_code" => "client.shipping_postal_code",
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"shipping_country" => "client.shipping_country_id",
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"payment_terms" => "client.payment_terms",
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"vat_number" => "client.vat_number",
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"id_number" => "client.id_number",
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"public_notes" => "client.public_notes",
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"phone" => "contact.phone",
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"first_name" => "contact.first_name",
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"last_name" => "contact.last_name",
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"email" => "contact.email",
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'custom_value1' => 'client.custom_value1',
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'custom_value2' => 'client.custom_value2',
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'custom_value3' => 'client.custom_value3',
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'custom_value4' => 'client.custom_value4',
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"contact_custom_value1" => "contact.custom_value1",
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"contact_custom_value2" => "contact.custom_value2",
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"contact_custom_value3" => "contact.custom_value3",
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"contact_custom_value4" => "contact.custom_value4",
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];
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protected array $invoice_report_keys = [
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"invoice_number" => "invoice.number",
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"amount" => "invoice.amount",
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"balance" => "invoice.balance",
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"paid_to_date" => "invoice.paid_to_date",
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"po_number" => "invoice.po_number",
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"date" => "invoice.date",
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"due_date" => "invoice.due_date",
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"terms" => "invoice.terms",
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"footer" => "invoice.footer",
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"status" => "invoice.status",
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"public_notes" => "invoice.public_notes",
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"private_notes" => "invoice.private_notes",
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"uses_inclusive_taxes" => "invoice.uses_inclusive_taxes",
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"is_amount_discount" => "invoice.is_amount_discount",
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"discount" => "invoice.discount",
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"partial" => "invoice.partial",
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"partial_due_date" => "invoice.partial_due_date",
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"surcharge1" => "invoice.custom_surcharge1",
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"surcharge2" => "invoice.custom_surcharge2",
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"surcharge3" => "invoice.custom_surcharge3",
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"surcharge4" => "invoice.custom_surcharge4",
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"exchange_rate" => "invoice.exchange_rate",
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"tax_amount" => "invoice.total_taxes",
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"assigned_user" => "invoice.assigned_user_id",
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"user" => "invoice.user_id",
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"custom_value1" => "invoice.custom_value1",
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"custom_value2" => "invoice.custom_value2",
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"custom_value3" => "invoice.custom_value3",
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"custom_value4" => "invoice.custom_value4",
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'tax_name1' => 'invoice.tax_name1',
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'tax_name2' => 'invoice.tax_name2',
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'tax_name3' => 'invoice.tax_name3',
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'tax_rate1' => 'invoice.tax_rate1',
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'tax_rate2' => 'invoice.tax_rate2',
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'tax_rate3' => 'invoice.tax_rate3',
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];
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protected array $recurring_invoice_report_keys = [
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"invoice_number" => "recurring_invoice.number",
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"amount" => "recurring_invoice.amount",
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"balance" => "recurring_invoice.balance",
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"paid_to_date" => "recurring_invoice.paid_to_date",
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"po_number" => "recurring_invoice.po_number",
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"date" => "recurring_invoice.date",
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"due_date" => "recurring_invoice.due_date",
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"terms" => "recurring_invoice.terms",
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"footer" => "recurring_invoice.footer",
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"status" => "recurring_invoice.status",
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"public_notes" => "recurring_invoice.public_notes",
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"private_notes" => "recurring_invoice.private_notes",
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"uses_inclusive_taxes" => "recurring_invoice.uses_inclusive_taxes",
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"is_amount_discount" => "recurring_invoice.is_amount_discount",
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"discount" => "recurring_invoice.discount",
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"partial" => "recurring_invoice.partial",
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"partial_due_date" => "recurring_invoice.partial_due_date",
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"surcharge1" => "recurring_invoice.custom_surcharge1",
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"surcharge2" => "recurring_invoice.custom_surcharge2",
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"surcharge3" => "recurring_invoice.custom_surcharge3",
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"surcharge4" => "recurring_invoice.custom_surcharge4",
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"exchange_rate" => "recurring_invoice.exchange_rate",
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"tax_amount" => "recurring_invoice.total_taxes",
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"assigned_user" => "recurring_invoice.assigned_user_id",
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"user" => "recurring_invoice.user_id",
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"frequency_id" => "recurring_invoice.frequency_id",
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"next_send_date" => "recurring_invoice.next_send_date",
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"custom_value1" => "recurring_invoice.custom_value1",
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"custom_value2" => "recurring_invoice.custom_value2",
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"custom_value3" => "recurring_invoice.custom_value3",
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"custom_value4" => "recurring_invoice.custom_value4",
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'tax_name1' => 'recurring_invoice.tax_name1',
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'tax_name2' => 'recurring_invoice.tax_name2',
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'tax_name3' => 'recurring_invoice.tax_name3',
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'tax_rate1' => 'recurring_invoice.tax_rate1',
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'tax_rate2' => 'recurring_invoice.tax_rate2',
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'tax_rate3' => 'recurring_invoice.tax_rate3',
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];
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protected array $purchase_order_report_keys = [
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'amount' => 'purchase_order.amount',
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'balance' => 'purchase_order.balance',
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'vendor' => 'purchase_order.vendor_id',
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'custom_value1' => 'purchase_order.custom_value1',
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'custom_value2' => 'purchase_order.custom_value2',
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'custom_value3' => 'purchase_order.custom_value3',
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'custom_value4' => 'purchase_order.custom_value4',
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'date' => 'purchase_order.date',
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'discount' => 'purchase_order.discount',
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'due_date' => 'purchase_order.due_date',
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'exchange_rate' => 'purchase_order.exchange_rate',
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'footer' => 'purchase_order.footer',
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'number' => 'purchase_order.number',
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'paid_to_date' => 'purchase_order.paid_to_date',
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'partial' => 'purchase_order.partial',
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'partial_due_date' => 'purchase_order.partial_due_date',
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'po_number' => 'purchase_order.po_number',
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'private_notes' => 'purchase_order.private_notes',
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'public_notes' => 'purchase_order.public_notes',
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'status' => 'purchase_order.status_id',
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'tax_name1' => 'purchase_order.tax_name1',
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'tax_name2' => 'purchase_order.tax_name2',
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'tax_name3' => 'purchase_order.tax_name3',
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'tax_rate1' => 'purchase_order.tax_rate1',
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'tax_rate2' => 'purchase_order.tax_rate2',
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'tax_rate3' => 'purchase_order.tax_rate3',
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'terms' => 'purchase_order.terms',
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'total_taxes' => 'purchase_order.total_taxes',
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'currency_id' => 'purchase_order.currency_id',
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];
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protected array $product_report_keys = [
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// 'project' => 'project_id',
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// 'vendor' => 'vendor_id',
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'custom_value1' => 'custom_value1',
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'custom_value2' => 'custom_value2',
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'custom_value3' => 'custom_value3',
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'custom_value4' => 'custom_value4',
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'product_key' => 'product_key',
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'notes' => 'notes',
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'cost' => 'cost',
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'price' => 'price',
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'quantity' => 'quantity',
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'tax_rate1' => 'tax_rate1',
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'tax_rate2' => 'tax_rate2',
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'tax_rate3' => 'tax_rate3',
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'tax_name1' => 'tax_name1',
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'tax_name2' => 'tax_name2',
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'tax_name3' => 'tax_name3',
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'image' => 'product_image',
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'tax_category' => 'tax_id',
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'max_quantity' => 'max_quantity',
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'in_stock_quantity' => 'in_stock_quantity',
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];
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protected array $item_report_keys = [
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"quantity" => "item.quantity",
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"cost" => "item.cost",
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"product_key" => "item.product_key",
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"notes" => "item.notes",
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"tax_name1" => "item.tax_name1",
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"tax_rate1" => "item.tax_rate1",
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"tax_name2" => "item.tax_name2",
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"tax_rate2" => "item.tax_rate2",
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"tax_name3" => "item.tax_name3",
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"tax_rate3" => "item.tax_rate3",
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"custom_value1" => "item.custom_value1",
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"custom_value2" => "item.custom_value2",
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"custom_value3" => "item.custom_value3",
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"custom_value4" => "item.custom_value4",
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"discount" => "item.discount",
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"type" => "item.type_id",
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"tax_category" => "item.tax_id",
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'is_amount_discount' => 'item.is_amount_discount',
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'line_total' => 'item.line_total',
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'gross_line_total' => 'item.gross_line_total',
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];
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protected array $quote_report_keys = [
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'custom_value1' => 'quote.custom_value1',
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'custom_value2' => 'quote.custom_value2',
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'custom_value3' => 'quote.custom_value3',
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'custom_value4' => 'quote.custom_value4',
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"number" => "quote.number",
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"amount" => "quote.amount",
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"balance" => "quote.balance",
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"paid_to_date" => "quote.paid_to_date",
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"po_number" => "quote.po_number",
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"date" => "quote.date",
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"valid_until" => "quote.due_date",
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"terms" => "quote.terms",
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"footer" => "quote.footer",
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"status" => "quote.status",
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"public_notes" => "quote.public_notes",
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"private_notes" => "quote.private_notes",
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"uses_inclusive_taxes" => "quote.uses_inclusive_taxes",
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"is_amount_discount" => "quote.is_amount_discount",
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"discount" => "quote.discount",
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"partial" => "quote.partial",
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"partial_due_date" => "quote.partial_due_date",
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"surcharge1" => "quote.custom_surcharge1",
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"surcharge2" => "quote.custom_surcharge2",
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"surcharge3" => "quote.custom_surcharge3",
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"surcharge4" => "quote.custom_surcharge4",
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"exchange_rate" => "quote.exchange_rate",
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"tax_amount" => "quote.total_taxes",
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"assigned_user" => "quote.assigned_user_id",
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"user" => "quote.user_id",
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'tax_name1' => 'quote.tax_name1',
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'tax_name2' => 'quote.tax_name2',
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'tax_name3' => 'quote.tax_name3',
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'tax_rate1' => 'quote.tax_rate1',
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'tax_rate2' => 'quote.tax_rate2',
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'tax_rate3' => 'quote.tax_rate3',
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];
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protected array $credit_report_keys = [
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"credit_number" => "credit.number",
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"amount" => "credit.amount",
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"balance" => "credit.balance",
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"paid_to_date" => "credit.paid_to_date",
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"po_number" => "credit.po_number",
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"date" => "credit.date",
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"due_date" => "credit.due_date",
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"terms" => "credit.terms",
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"discount" => "credit.discount",
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"footer" => "credit.footer",
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"status" => "credit.status",
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"public_notes" => "credit.public_notes",
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"private_notes" => "credit.private_notes",
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"uses_inclusive_taxes" => "credit.uses_inclusive_taxes",
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"is_amount_discount" => "credit.is_amount_discount",
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"partial" => "credit.partial",
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"partial_due_date" => "credit.partial_due_date",
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"surcharge1" => "credit.custom_surcharge1",
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"surcharge2" => "credit.custom_surcharge2",
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"surcharge3" => "credit.custom_surcharge3",
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"surcharge4" => "credit.custom_surcharge4",
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"custom_value1" => "credit.custom_value1",
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"custom_value2" => "credit.custom_value2",
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"custom_value3" => "credit.custom_value3",
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"custom_value4" => "credit.custom_value4",
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"exchange_rate" => "credit.exchange_rate",
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"tax_amount" => "credit.total_taxes",
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"assigned_user" => "credit.assigned_user_id",
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"user" => "credit.user_id",
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];
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protected array $payment_report_keys = [
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"date" => "payment.date",
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"amount" => "payment.amount",
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"refunded" => "payment.refunded",
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"applied" => "payment.applied",
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"transaction_reference" => "payment.transaction_reference",
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"currency" => "payment.currency",
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"exchange_rate" => "payment.exchange_rate",
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"number" => "payment.number",
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"method" => "payment.method",
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"status" => "payment.status",
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"private_notes" => "payment.private_notes",
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"custom_value1" => "payment.custom_value1",
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"custom_value2" => "payment.custom_value2",
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"custom_value3" => "payment.custom_value3",
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"custom_value4" => "payment.custom_value4",
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"user" => "payment.user_id",
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"assigned_user" => "payment.assigned_user_id",
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];
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protected array $expense_report_keys = [
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'amount' => 'expense.amount',
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'category' => 'expense.category_id',
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// 'client' => 'expense.client_id',
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'custom_value1' => 'expense.custom_value1',
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'custom_value2' => 'expense.custom_value2',
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'custom_value3' => 'expense.custom_value3',
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'custom_value4' => 'expense.custom_value4',
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'currency' => 'expense.currency_id',
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'date' => 'expense.date',
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'exchange_rate' => 'expense.exchange_rate',
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'converted_amount' => 'expense.foreign_amount',
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'invoice_currency_id' => 'expense.invoice_currency_id',
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'payment_date' => 'expense.payment_date',
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'number' => 'expense.number',
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'payment_type_id' => 'expense.payment_type_id',
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'private_notes' => 'expense.private_notes',
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'project' => 'expense.project_id',
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'public_notes' => 'expense.public_notes',
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'tax_amount1' => 'expense.tax_amount1',
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'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 $task_report_keys = [
|
|
'start_date' => 'task.start_date',
|
|
'end_date' => 'task.end_date',
|
|
'duration' => 'task.duration',
|
|
'rate' => 'task.rate',
|
|
'number' => 'task.number',
|
|
'description' => 'task.description',
|
|
'custom_value1' => 'task.custom_value1',
|
|
'custom_value2' => 'task.custom_value2',
|
|
'custom_value3' => 'task.custom_value3',
|
|
'custom_value4' => 'task.custom_value4',
|
|
'status' => 'task.status_id',
|
|
'project' => 'task.project_id',
|
|
];
|
|
|
|
protected function filterByClients($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 '';
|
|
|
|
$value = '';
|
|
|
|
match($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 $entity->client->user->present()->name();
|
|
|
|
if(in_array($column, ['client.assigned_user_id', 'assigned_user_id']))
|
|
return $entity->client->assigned_user->present()->name();
|
|
|
|
if(in_array($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 '';
|
|
|
|
}
|
|
|
|
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':
|
|
|
|
$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] : $row[$report_keys[1]];
|
|
$clean_row[$key]['identifier'] = $value;
|
|
$clean_row[$key]['display_value'] = isset($row[$column_key]) ? $row[$column_key] : $row[$report_keys[1]];
|
|
|
|
}
|
|
|
|
return $clean_row;
|
|
}
|
|
|
|
}
|