Reporting season

app/Export/CSV/BaseExport.php

@@ -91,6 +91,10 @@ class BaseExport
                 $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');

app/Services/Report/ARDetail.php

@@ -0,0 +1,24 @@
+<?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\Services\Report;
+
+class ARDetail
+{
+//Date
+//Invoice #
+//Status
+//Customer
+//Age - Days
+//Amount
+//Balance
+
+}

app/Services/Report/ARSummary.php

@@ -0,0 +1,23 @@
+<?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\Services\Report;
+
+class ARSummary
+{
+    //name
+    //total
+    //current
+    //0-30
+    //30-60
+    //60-90
+    //90+
+}

app/Services/Report/ClientSales.php

@@ -0,0 +1,21 @@
+<?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\Services\Report;
+
+class ClientSales
+{
+    //Name
+    //Invoice count
+    //Amount
+    //Amount with Tax
+
+}

app/Services/Report/CustomerBalance.php

@@ -0,0 +1,20 @@
+<?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\Services\Report;
+
+class CustomerBalance
+{
+    //name
+    //invoice balance
+    //credit balance
+    //balance
+}

app/Services/Report/UserSales.php

@@ -0,0 +1,108 @@
+<?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\Services\Report;
+
+use App\Models\User;
+use App\Utils\Ninja;
+use App\Utils\Number;
+use League\Csv\Writer;
+use App\Models\Company;
+use App\Models\Invoice;
+use App\Libraries\MultiDB;
+use App\Export\CSV\BaseExport;
+use App\Utils\Traits\MakesDates;
+use Illuminate\Support\Facades\App;
+
+class UserSales extends BaseExport
+{
+    use MakesDates;
+    //Name
+    //Invoice count
+    //Amount
+    //Amount with Tax
+    public Writer $csv;
+    
+    public string $date_key = 'created_at';
+
+    /**
+        @param array $input 
+        [
+            'date_range',
+            'start_date',
+            'end_date',
+            'clients',
+            'client_id',
+        ]
+    */
+    public function __construct(public Company $company, public array $input)
+    {
+    }
+
+    public function run()
+    {
+        MultiDB::setDb($this->company->db);
+        App::forgetInstance('translator');
+        App::setLocale($this->company->locale());
+        $t = app('translator');
+        $t->replace(Ninja::transformTranslations($this->company->settings));
+
+        $this->csv = Writer::createFromString();
+
+        $query = Invoice::query()
+                        ->withTrashed()
+                        ->where('company_id', $this->company->id)
+                        ->where('is_deleted', 0)
+                        ->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL, Invoice::STATUS_PAID]);
+
+        $query = $this->addDateRange($query);
+
+        $query = $this->filterByClients($query);
+
+        $this->csv->insertOne([ctrans('texts.sales_report_header', ['client' => $this->client_description, 'start_date' => $this->start_date, 'end_date' => $this->end_date])]);
+        $this->csv->insertOne($this->buildHeader());
+
+        $users = $this->company->users;
+
+        $report = $users->map(function ($user) use($query){
+
+            $new_query = $query;
+            $new_query->where('user_id', $user->id);
+
+            return [
+                $user->present()->name(),
+                $new_query->count(),
+                Number::formatMoney($new_query->sum('amount'), $this->company),
+                Number::formatMoney($new_query->sum('total_taxes'), $this->company),
+            ];
+
+        })->toArray();
+
+        $key_values = array_column($report, 1);
+        array_multisort($key_values, SORT_DESC, $report);
+
+        $this->csv->insertAll($report);
+
+        return $this->csv->toString();
+
+    }
+
+    public function buildHeader(): array
+    {
+        return [
+        ctrans('texts.name'),
+        ctrans('texts.invoices'),
+        ctrans('texts.invoice_amount'),
+        ctrans('texts.total_taxes'),
+        ];
+    }
+
+}

lang/en/texts.php

@@ -5032,6 +5032,7 @@ $LANG = array(
     'quote_product_columns' => 'Quote Product Columns',
     'vendors' => 'Vendors',
     'product_sales' => 'Product Sales',
+    'sales_report_header' => 'User sales report for client/s :client from :start_date to :end_date',
 );