Fixes for v5-dev merge

.github/workflows/release.yml

@@ -47,13 +47,9 @@ jobs:
           npm i
           npm run build
           
-          for file in dist/react/* ; do
+          mkdir -p ../public/react/${{ github.event.release.tag_name }}/
-          filename=$(basename -- "$file")
+          cp -r dist/react/* ../public/react/${{ github.event.release.tag_name }}/
-          extension="${filename##*.}"
+          cp -r dist/react/* ../public/react/
-          filename="${filename%.*}"
-          version=${{ github.event.release.tag_name }}
-          cp dist/react/$file ../public/react/$filename"."$version"."$extension
-          done
 
           mkdir -p ../public/tinymce_6.4.2/tinymce/js/
           cp -r node_modules/tinymce ../public/tinymce_6.4.2/tinymce/js/

README.md

@@ -50,8 +50,7 @@ We offer a $30 per year white-label license to remove the Invoice Ninja branding
 ## Quick Hosting Setup
 
 ```sh
-git clone https://github.com/invoiceninja/invoiceninja.git
+git clone --single-branch --branch v5-stable https://github.com/invoiceninja/invoiceninja.git
-git checkout v5-stable
 cp .env.example .env
 composer i -o --no-dev
 php artisan key:generate

VERSION.txt

@@ -1 +1 @@
-5.7.11
+5.7.47

app/Console/Commands/BackupUpdate.php

@@ -11,13 +11,13 @@
 
 namespace App\Console\Commands;
 
-use App\Utils\Ninja;
+use App\Libraries\MultiDB;
 use App\Models\Backup;
 use App\Models\Client;
 use App\Models\Company;
 use App\Models\Document;
-use App\Libraries\MultiDB;
 use App\Models\GroupSetting;
+use App\Utils\Ninja;
 use Illuminate\Console\Command;
 use Illuminate\Support\Facades\Storage;
 
@@ -56,8 +56,9 @@ class BackupUpdate extends Command
     {
         //always return state to first DB
 
-        if(Ninja::isSelfHost())
+        if(Ninja::isSelfHost()) {
             return;
+        }
             
         $current_db = config('database.default');
 

app/Console/Commands/CheckData.php

@@ -12,38 +12,37 @@
 namespace App\Console\Commands;
 
 use App;
-use Exception;
-use App\Models\User;
-use App\Utils\Ninja;
-use App\Models\Quote;
-use App\Models\Client;
-use App\Models\Credit;
-use App\Models\Vendor;
-use App\Models\Account;
-use App\Models\Company;
-use App\Models\Contact;
-use App\Models\Invoice;
-use App\Models\Payment;
-use App\Models\CompanyUser;
-use Illuminate\Support\Str;
-use App\Models\CompanyToken;
-use App\Models\ClientContact;
-use App\Models\CompanyLedger;
-use App\Models\PurchaseOrder;
-use App\Models\VendorContact;
-use App\Models\BankTransaction;
-use App\Models\QuoteInvitation;
-use Illuminate\Console\Command;
-use App\Models\CreditInvitation;
-use App\Models\RecurringInvoice;
-use App\Models\InvoiceInvitation;
 use App\DataMapper\ClientSettings;
-use Illuminate\Support\Facades\DB;
-use Illuminate\Support\Facades\Mail;
 use App\Factory\ClientContactFactory;
 use App\Factory\VendorContactFactory;
 use App\Jobs\Company\CreateCompanyToken;
+use App\Models\Account;
+use App\Models\BankTransaction;
+use App\Models\Client;
+use App\Models\ClientContact;
+use App\Models\Company;
+use App\Models\CompanyLedger;
+use App\Models\CompanyToken;
+use App\Models\CompanyUser;
+use App\Models\Contact;
+use App\Models\Credit;
+use App\Models\CreditInvitation;
+use App\Models\Invoice;
+use App\Models\InvoiceInvitation;
+use App\Models\Payment;
+use App\Models\PurchaseOrder;
+use App\Models\Quote;
+use App\Models\QuoteInvitation;
+use App\Models\RecurringInvoice;
 use App\Models\RecurringInvoiceInvitation;
+use App\Models\User;
+use App\Models\Vendor;
+use App\Models\VendorContact;
+use App\Utils\Ninja;
+use Illuminate\Console\Command;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\Mail;
+use Illuminate\Support\Str;
 use Symfony\Component\Console\Input\InputOption;
 
 /*
@@ -185,8 +184,7 @@ class CheckData extends Command
 
                 if ($cu->company && $cu->user) {
                     (new CreateCompanyToken($cu->company, $cu->user, 'System'))->handle();
-                }
+                } else {
-                else {
                     // $cu->forceDelete();
                 }
             }
@@ -445,7 +443,7 @@ class CheckData extends Command
         QuoteInvitation::where('deleted_at', "0000-00-00 00:00:00.000000")->withTrashed()->update(['deleted_at' => null]);
         CreditInvitation::where('deleted_at', "0000-00-00 00:00:00.000000")->withTrashed()->update(['deleted_at' => null]);
 
-        InvoiceInvitation::where('sent_date', '0000-00-00 00:00:00')->cursor()->each(function ($ii){
+        InvoiceInvitation::where('sent_date', '0000-00-00 00:00:00')->cursor()->each(function ($ii) {
             $ii->sent_date = null;
             $ii->saveQuietly();
         });
@@ -619,7 +617,7 @@ class CheckData extends Command
         }
 
         $this->logMessage("{$this->wrong_paid_to_dates} clients with incorrect paid to dates");
-   }
+    }
 
     private function clientBalanceQuery()
     {
@@ -906,26 +904,6 @@ class CheckData extends Command
     public function checkClientSettings()
     {
         if ($this->option('fix') == 'true') {
-            // Client::query()->whereNull('settings->currency_id')->cursor()->each(function ($client){
-
-            //     if(is_array($client->settings) && count($client->settings) == 0)
-            //     {
-            //         $settings = ClientSettings::defaults();
-            //         $settings->currency_id = $client->company->settings->currency_id;
-            //     }
-            //     else {
-            //         $settings = $client->settings;
-            //         $settings->currency_id = $client->company->settings->currency_id;
-            //     }
-
-            //     $client->settings = $settings;
-            //     $client->save();
-
-            //     $this->logMessage("Fixing currency for # {$client->id}");
-
-            // });
-
-
             Client::query()->whereNull('country_id')->cursor()->each(function ($client) {
                 $client->country_id = $client->company->settings->country_id;
                 $client->save();
@@ -1028,7 +1006,7 @@ class CheckData extends Command
     {
         $this->logMessage("checking bank transactions");
 
-        BankTransaction::with('payment')->withTrashed()->where('invoice_ids', ',,,,,,,,')->cursor()->each(function ($bt){
+        BankTransaction::with('payment')->withTrashed()->where('invoice_ids', ',,,,,,,,')->cursor()->each(function ($bt) {
 
             if($bt->payment->exists()) {
 
@@ -1052,7 +1030,7 @@ class CheckData extends Command
 
         if ($this->option('fix') == 'true') {
 
-            $q->cursor()->each(function ($c){
+            $q->cursor()->each(function ($c) {
                 $c->send_email = false;
                 $c->saveQuietly();
 

app/Console/Commands/CreateAccount.php

@@ -20,7 +20,6 @@ use App\Models\Account;
 use App\Models\Company;
 use App\Models\CompanyToken;
 use App\Models\User;
-use App\Repositories\InvoiceRepository;
 use App\Utils\Traits\GeneratesCounter;
 use App\Utils\Traits\MakesHash;
 use Illuminate\Console\Command;
@@ -63,17 +62,25 @@ class CreateAccount extends Command
 
     private function createAccount()
     {
+        $settings = CompanySettings::defaults();
+
+        $settings->name = "Untitled Company";
+        $settings->currency_id = '1';
+        $settings->language_id = '1';
+
         $account = Account::factory()->create();
         $company = Company::factory()->create([
             'account_id' => $account->id,
             'portal_domain' => config('ninja.app_url'),
             'portal_mode' => 'domain',
+            'settings' => $settings,
         ]);
         
         $company->client_registration_fields = ClientRegistrationFields::generate();
         $company->save();
         
         $account->default_company_id = $company->id;
+        $account->set_react_as_default_ap = true;
         $account->save();
 
         $email = $this->option('email') ?? 'admin@example.com';

app/Console/Commands/CreateSingleAccount.php

@@ -11,52 +11,52 @@
 
 namespace App\Console\Commands;
 
-use stdClass;
+use App\DataMapper\ClientRegistrationFields;
-use Carbon\Carbon;
+use App\DataMapper\CompanySettings;
-use Faker\Factory;
+use App\DataMapper\FeesAndLimits;
-use App\Models\Task;
+use App\Events\Invoice\InvoiceWasCreated;
-use App\Models\User;
+use App\Events\RecurringInvoice\RecurringInvoiceWasCreated;
-use App\Utils\Ninja;
+use App\Factory\GroupSettingFactory;
-use App\Models\Quote;
+use App\Factory\InvoiceFactory;
-use App\Models\Client;
+use App\Factory\InvoiceItemFactory;
-use App\Models\Credit;
+use App\Factory\RecurringInvoiceFactory;
-use App\Models\Vendor;
+use App\Factory\SubscriptionFactory;
+use App\Helpers\Invoice\InvoiceSum;
+use App\Jobs\Company\CreateCompanyTaskStatuses;
+use App\Libraries\MultiDB;
 use App\Models\Account;
+use App\Models\BankIntegration;
+use App\Models\BankTransaction;
+use App\Models\BankTransactionRule;
+use App\Models\Client;
+use App\Models\ClientContact;
 use App\Models\Company;
+use App\Models\CompanyGateway;
+use App\Models\CompanyToken;
 use App\Models\Country;
+use App\Models\Credit;
 use App\Models\Expense;
 use App\Models\Invoice;
 use App\Models\Product;
 use App\Models\Project;
-use App\Models\TaxRate;
+use App\Models\Quote;
-use App\Libraries\MultiDB;
-use App\Models\CompanyToken;
-use App\Models\ClientContact;
-use App\Models\VendorContact;
-use App\Models\CompanyGateway;
-use App\Factory\InvoiceFactory;
-use App\Models\BankIntegration;
-use App\Models\BankTransaction;
-use App\Utils\Traits\MakesHash;
-use Illuminate\Console\Command;
 use App\Models\RecurringInvoice;
-use App\DataMapper\FeesAndLimits;
+use App\Models\Task;
-use App\DataMapper\CompanySettings;
+use App\Models\TaxRate;
-use App\Factory\InvoiceItemFactory;
+use App\Models\User;
-use App\Helpers\Invoice\InvoiceSum;
+use App\Models\Vendor;
-use App\Models\BankTransactionRule;
+use App\Models\VendorContact;
-use App\Factory\GroupSettingFactory;
-use App\Factory\SubscriptionFactory;
-use Illuminate\Support\Facades\Hash;
-use Illuminate\Support\Facades\Cache;
-use App\Utils\Traits\GeneratesCounter;
-use Illuminate\Support\Facades\Schema;
 use App\Repositories\InvoiceRepository;
-use App\Factory\RecurringInvoiceFactory;
+use App\Utils\Ninja;
-use App\Events\Invoice\InvoiceWasCreated;
+use App\Utils\Traits\GeneratesCounter;
-use App\DataMapper\ClientRegistrationFields;
+use App\Utils\Traits\MakesHash;
-use App\Jobs\Company\CreateCompanyTaskStatuses;
+use Carbon\Carbon;
-use App\Events\RecurringInvoice\RecurringInvoiceWasCreated;
+use Faker\Factory;
+use Illuminate\Console\Command;
+use Illuminate\Support\Facades\Cache;
+use Illuminate\Support\Facades\Hash;
+use Illuminate\Support\Facades\Schema;
+use stdClass;
 
 class CreateSingleAccount extends Command
 {
@@ -349,15 +349,17 @@ class CreateSingleAccount extends Command
         });
 
         
-        Project::query()->cursor()->each(function ($p) {
+        Project::query()->with('client')->whereNotNull('client_id')->cursor()->each(function ($p) {
             
-            if(!isset($p->number)) {
+            if($p && $p->client && !isset($p->number)) {
                 $p->number = $this->getNextProjectNumber($p);
                 $p->save();
             }
 
         });
 
+        $this->info("finished");
+        
     }
 
     private function createSubsData($company, $user)
@@ -458,7 +460,7 @@ class CreateSingleAccount extends Command
 
         $settings = $client->settings;
         $settings->currency_id = "1";
-//        $settings->use_credits_payment = "always";
+        //        $settings->use_credits_payment = "always";
 
         $client->settings = $settings;
 
@@ -940,11 +942,11 @@ class CreateSingleAccount extends Command
         }
     }
 
-    private function createRecurringInvoice($client)
+    private function createRecurringInvoice(Client $client)
     {
         $faker = Factory::create();
 
-        $invoice = RecurringInvoiceFactory::create($client->company->id, $client->user->id); //stub the company and user_id
+        $invoice = RecurringInvoiceFactory::create($client->company_id, $client->user_id); //stub the company and user_id
         $invoice->client_id = $client->id;
         $dateable = Carbon::now()->subDays(rand(0, 90));
         $invoice->date = $dateable;

app/Console/Commands/CreateTestData.php

@@ -61,6 +61,8 @@ class CreateTestData extends Command
 
     protected $invoice_repo;
 
+    protected $count;
+    
     /**
      * Execute the console command.
      *
@@ -494,7 +496,7 @@ class CreateTestData extends Command
 
         $invoice = InvoiceFactory::create($client->company->id, $client->user->id); //stub the company and user_id
         $invoice->client_id = $client->id;
-//        $invoice->date = $faker->date();
+        //        $invoice->date = $faker->date();
         $dateable = Carbon::now()->subDays(rand(0, 90));
         $invoice->date = $dateable;
 

app/Console/Commands/ImportMigrations.php

@@ -18,7 +18,6 @@ use App\Exceptions\ProcessingMigrationArchiveFailed;
 use App\Exceptions\ResourceDependencyMissing;
 use App\Exceptions\ResourceNotAvailableForMigration;
 use App\Jobs\Util\Import;
-use App\Jobs\Util\StartMigration;
 use App\Mail\MigrationFailed;
 use App\Models\Account;
 use App\Models\Company;

app/Console/Commands/MobileLocalization.php

@@ -63,10 +63,12 @@ class MobileLocalization extends Command
     {
         $resources = $this->getResources();
 
-        foreach ($resources as $key => $val) {
+        if(is_iterable($resources)){
-            $transKey = "texts.{$key}";
+            foreach ($resources as $key => $val) {
-            if (trans($transKey) == $transKey) {
+                $transKey = "texts.{$key}";
-                echo "'$key' => '$val',\n";
+                if (trans($transKey) == $transKey) {
+                    echo "'$key' => '$val',\n";
+                }
             }
         }
     }

app/Console/Commands/ReactBuilder.php

@@ -48,7 +48,14 @@ class ReactBuilder extends Command
     {
         $includes = '';
 
-        $directoryIterator = new \RecursiveDirectoryIterator(public_path('react'), \RecursiveDirectoryIterator::SKIP_DOTS);
+        $directoryIterator = false;
+
+        try {
+            $directoryIterator = new \RecursiveDirectoryIterator(public_path('react/v'.config('ninja.app_version').'/'), \RecursiveDirectoryIterator::SKIP_DOTS);
+        } catch (\Exception $e) {
+            $this->error('React files not found');
+            return;
+        }
         
         foreach (new \RecursiveIteratorIterator($directoryIterator) as $file) {
             if ($file->getExtension() == 'js') {

app/Console/Commands/SendRemindersCron.php

@@ -172,18 +172,13 @@ class SendRemindersCron extends Command
 
         /**Refresh Invoice values*/
         $invoice->calc()->getInvoice()->save();
-        $invoice->fresh();
+        $invoice = $invoice->fresh();
-        // $invoice->service()->deletePdf()->save();
-        if ($invoice->client->getSetting('enable_e_invoice')){
-            $invoice->service()->deleteEInvoice()->save();
-        }
 
         /* Refresh the client here to ensure the balance is fresh */
         $client = $invoice->client;
         $client = $client->fresh();
 
-        nlog('adjusting client balance and invoice balance by '.($invoice->balance - $temp_invoice_balance));
+        $client->service()->calculateBalance();
-        $client->service()->updateBalance($invoice->balance - $temp_invoice_balance)->save();
         $invoice->ledger()->updateInvoiceBalance($invoice->balance - $temp_invoice_balance, "Late Fee Adjustment for invoice {$invoice->number}");
 
         return $invoice;

app/Console/Commands/SendTestEmails.php

@@ -11,16 +11,11 @@
 
 namespace App\Console\Commands;
 
-use App\DataMapper\CompanySettings;
-use App\DataMapper\DefaultSettings;
-use App\Jobs\Mail\NinjaMailerJob;
 use App\Jobs\Mail\NinjaMailerObject;
-use App\Mail\Migration\MaxCompanies;
+use App\Mail\TestMailServer;
-use App\Models\Account;
-use App\Models\Company;
 use App\Models\User;
-use Faker\Factory;
 use Illuminate\Console\Command;
+use Illuminate\Support\Facades\Mail;
 
 class SendTestEmails extends Command
 {
@@ -55,39 +50,26 @@ class SendTestEmails extends Command
      */
     public function handle()
     {
-        $faker = Factory::create();
 
-        $account = Account::factory()->create();
+        $to_user = User::first();
-
-        $user = User::factory()->create([
-            'account_id' => $account->id,
-            'confirmation_code' => '123',
-            'email' => $faker->safeEmail(),
-            'first_name' => 'John',
-            'last_name' => 'Doe',
-        ]);
-
-        $company = Company::factory()->create([
-            'account_id' => $account->id,
-        ]);
-
-        $user->companies()->attach($company->id, [
-            'account_id' => $account->id,
-            'is_owner' => 1,
-            'is_admin' => 1,
-            'is_locked' => 0,
-            'permissions' => '',
-            'notifications' => CompanySettings::notificationDefaults(),
-            //'settings' => DefaultSettings::userSettings(),
-            'settings' => null,
-        ]);
 
         $nmo = new NinjaMailerObject;
-        $nmo->mailable = new MaxCompanies($user->account->companies()->first());
+        $nmo->mailable = new TestMailServer('Email Server Works!', config('mail.from.address'));
-        $nmo->company = $user->account->companies()->first();
+        $nmo->company = $to_user->account->companies()->first();
-        $nmo->settings = $user->account->companies()->first()->settings;
+        $nmo->settings = $to_user->account->companies()->first()->settings;
-        $nmo->to_user = $user;
+        $nmo->to_user = $to_user;
 
-        (new NinjaMailerJob($nmo))->handle();
+        try {
+
+            Mail::raw("Test Message", function ($message) {
+                $message->to(config('mail.from.address'))
+                        ->from(config('mail.from.address'), config('mail.from.name'))
+                        ->subject('Test Email');
+            });
+
+
+        } catch(\Exception $e) {
+            $this->info("Error sending email: " . $e->getMessage());
+        }
     }
 }

app/Console/Kernel.php

@@ -19,6 +19,7 @@ use App\Jobs\Cron\UpdateCalculatedFields;
 use App\Jobs\Invoice\InvoiceCheckLateWebhook;
 use App\Jobs\Ninja\AdjustEmailQuota;
 use App\Jobs\Ninja\BankTransactionSync;
+use App\Jobs\Ninja\CheckACHStatus;
 use App\Jobs\Ninja\CompanySizeCheck;
 use App\Jobs\Ninja\QueueSize;
 use App\Jobs\Ninja\SystemMaintenance;
@@ -109,6 +110,9 @@ class Kernel extends ConsoleKernel
             /* Pulls in bank transactions from third party services */
             $schedule->job(new BankTransactionSync)->everyFourHours()->withoutOverlapping()->name('bank-trans-sync-job')->onOneServer();
 
+            /* Checks ACH verification status and updates state to authorize when verified */
+            $schedule->job(new CheckACHStatus)->everySixHours()->withoutOverlapping()->name('ach-status-job')->onOneServer();
+
             $schedule->command('ninja:check-data --database=db-ninja-01')->dailyAt('02:10')->withoutOverlapping()->name('check-data-db-1-job')->onOneServer();
 
             $schedule->command('ninja:check-data --database=db-ninja-02')->dailyAt('02:20')->withoutOverlapping()->name('check-data-db-2-job')->onOneServer();

app/DataMapper/Analytics/EmailSuccess.php

@@ -69,8 +69,15 @@ class EmailSuccess extends GenericMixedMetric
      */
     public $string_metric7 = '';
 
-    public function __construct($string_metric7)
+    /**
+     * Subject
+     * @var string
+     */
+    public $string_metric8 = '';
+
+    public function __construct($string_metric7 = '', $string_metric8 = '')
     {
         $this->string_metric7 = $string_metric7;
+        $this->string_metric8 = $string_metric8;
     }
 }

app/DataMapper/CompanySettings.php

@@ -498,6 +498,7 @@ class CompanySettings extends BaseSettings
         'payment_refund_design_id'           => 'string',
         'classification'                     => 'string',
         'enable_e_invoice'                   => 'bool',
+        'classification'                     => 'string',
         'default_expense_payment_type_id'    => 'string',
         'e_invoice_type'                     => 'string',
         'mailgun_endpoint'                   => 'string',
@@ -855,11 +856,30 @@ class CompanySettings extends BaseSettings
     {
         $notification = new stdClass;
         $notification->email = [];
+        $notification->email = ['invoice_sent_all'];
+
         // $notification->email = ['all_notifications'];
 
         return $notification;
     }
 
+    /**
+     * Stubs the notification defaults
+     *
+     * @return stdClass
+     */
+    public static function notificationAdminDefaults() :stdClass
+    {
+        $notification = new stdClass;
+        $notification->email = [];
+        $notification->email = ['invoice_sent_all'];
+
+        return $notification;
+    }
+
+
+
+
     /**
      * Defines entity variables for PDF generation
      *

app/DataMapper/FreeCompanySettings.php

@@ -44,7 +44,7 @@ class FreeCompanySettings extends BaseSettings
 
     public $date_format_id = '';
 
-//    public $enabled_item_tax_rates          = 0;
+    //    public $enabled_item_tax_rates          = 0;
     public $expense_number_pattern = '';
 
     public $expense_number_counter = 1;

app/DataMapper/Settings/SettingsData.php

@@ -0,0 +1,516 @@
+<?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\DataMapper\Settings;
+
+class SettingsData
+{
+
+    public bool $auto_archive_invoice = false; // @implemented
+
+    public string $qr_iban = ''; //@implemented
+
+    public string $besr_id = ''; //@implemented
+
+    public string $lock_invoices = 'off'; // off, when_sent, when_paid //@implemented
+
+    public bool $enable_client_portal_tasks = false; //@ben to implement
+
+    public string $show_all_tasks_client_portal = 'invoiced'; // all, uninvoiced, invoiced
+
+    public bool $enable_client_portal_password = false; //@implemented
+
+    public bool $enable_client_portal = true; //@implemented
+
+    public bool $enable_client_portal_dashboard = false; // @TODO There currently is no dashboard, so this is pending
+
+    public bool $signature_on_pdf = false; //@implemented
+
+    public bool $document_email_attachment = false; //@TODO I assume this is 3rd party attachments on the entity to be included
+
+    public string $portal_design_id = '1'; //? @deprecated
+
+    public string $timezone_id = ''; //@implemented
+
+    public string $date_format_id = ''; //@implemented
+
+    public bool $military_time = false; // @TODO Implemented in Tasks only?
+
+    public string $language_id = ''; //@implemented
+
+    public bool $show_currency_code = false; //@implemented
+
+    public string $company_gateway_ids = ''; //@implemented
+
+    public string $currency_id = '1'; //@implemented
+
+    public string $custom_value1 = ''; //@implemented
+
+    public string $custom_value2 = ''; //@implemented
+
+    public string $custom_value3 = ''; //@implemented
+
+    public string $custom_value4 = ''; //@implemented
+
+    public float $default_task_rate = 0; // @TODO Where do we inject this?
+
+    public string $payment_terms = ''; //@implemented
+
+    public bool $send_reminders = true; //@TODO
+
+    public string $custom_message_dashboard = ''; // @TODO There currently is no dashboard, so this is pending
+
+    public string $custom_message_unpaid_invoice = '';
+
+    public string $custom_message_paid_invoice = '';
+
+    public string $custom_message_unapproved_quote = '';
+
+    public bool $auto_archive_quote = false; //@implemented
+
+    public bool $auto_convert_quote = true; //@implemented
+
+    public bool $auto_email_invoice = true; //@only used for Recurring Invoices, if set to false, we never send?
+
+    public int $entity_send_time = 6;
+
+    public bool $inclusive_taxes = false; //@implemented
+
+    public string $quote_footer = ''; //@implemented
+
+    public object $translations;
+
+    public string $counter_number_applied = 'when_saved'; // when_saved, when_sent //@implemented
+
+    public string $quote_number_applied = 'when_saved'; // when_saved, when_sent //@implemented
+
+    public string $invoice_number_pattern = ''; //@implemented
+
+    public int $invoice_number_counter = 1; //@implemented
+
+    public string $recurring_invoice_number_pattern = ''; //@implemented
+
+    public int $recurring_invoice_number_counter = 1; //@implemented
+
+    public string $quote_number_pattern = ''; //@implemented
+
+    public int $quote_number_counter = 1; //@implemented
+
+    public string $client_number_pattern = ''; //@implemented
+
+    public int $client_number_counter = 1; //@implemented
+
+    public string $credit_number_pattern = ''; //@implemented
+
+    public int $credit_number_counter = 1; //@implemented
+
+    public string $task_number_pattern = ''; //@implemented
+
+    public int $task_number_counter = 1; //@implemented
+
+    public string $expense_number_pattern = ''; //@implemented
+
+    public int $expense_number_counter = 1; //@implemented
+
+    public string $recurring_expense_number_pattern = '';
+
+    public int $recurring_expense_number_counter = 1;
+
+    public string $recurring_quote_number_pattern = '';
+
+    public int $recurring_quote_number_counter = 1;
+
+    public string $vendor_number_pattern = ''; //@implemented
+
+    public int $vendor_number_counter = 1; //@implemented
+
+    public string $ticket_number_pattern = ''; //@implemented
+
+    public int $ticket_number_counter = 1; //@implemented
+
+    public string $payment_number_pattern = ''; //@implemented
+
+    public int $payment_number_counter = 1; //@implemented
+
+    public string $project_number_pattern = ''; //@implemented
+
+    public int $project_number_counter = 1; //@implemented
+
+    public string $purchase_order_number_pattern = ''; //@implemented
+
+    public int $purchase_order_number_counter = 1; //@implemented
+
+    public bool $shared_invoice_quote_counter = false; //@implemented
+
+    public bool $shared_invoice_credit_counter = false; //@implemented
+
+    public string $recurring_number_prefix = ''; //@implemented
+
+    public string $reset_counter_frequency_id = '0'; //@implemented
+
+    public string $reset_counter_date = ''; //@implemented
+
+    public int $counter_padding = 4; //@implemented
+
+    public string $auto_bill = 'off'; // off, always, opt-in, opt-out //@implemented
+
+    public string $auto_bill_date = 'on_due_date'; // on_due_date, on_send_date //@implemented
+
+    public string $invoice_terms = ''; //@implemented
+
+    public string $quote_terms = ''; //@implemented
+
+    public int $invoice_taxes = 0; // ? used in AP only?
+
+    public string $invoice_design_id = 'Wpmbk5ezJn'; //@implemented
+
+    public string $quote_design_id = 'Wpmbk5ezJn'; //@implemented
+
+    public string $credit_design_id = 'Wpmbk5ezJn'; //@implemented
+
+    public string $purchase_order_design_id = 'Wpmbk5ezJn';
+
+    public string $purchase_order_footer = ''; //@implemented
+
+    public string $purchase_order_terms = ''; //@implemented
+
+    public string $purchase_order_public_notes = ''; //@implemented
+
+    public bool $require_purchase_order_signature = false;  //@TODO ben to confirm
+
+    public string $invoice_footer = ''; //@implemented
+
+    public string $credit_footer = ''; //@implemented
+
+    public string $credit_terms = ''; //@implemented
+
+    public string $invoice_labels = ''; //@TODO used in AP only?
+
+    public string $tax_name1 = ''; //@TODO where do we use this?
+
+    public float $tax_rate1 = 0; //@TODO where do we use this?
+
+    public string $tax_name2 = ''; //@TODO where do we use this?
+
+    public float $tax_rate2 = 0; //@TODO where do we use this?
+
+    public string $tax_name3 = ''; //@TODO where do we use this?
+
+    public float $tax_rate3 = 0; //@TODO where do we use this?
+
+    public string $payment_type_id = '0'; //@TODO where do we use this?
+
+    public string $valid_until = ''; //@implemented
+
+    public bool $show_accept_invoice_terms = false; //@TODO ben to confirm
+
+    public bool $show_accept_quote_terms = false;  //@TODO ben to confirm
+
+    public string $email_sending_method = 'default'; // enum 'default', 'gmail', 'office365', 'client_postmark', 'client_mailgun' //@implemented
+
+    public string $gmail_sending_user_id = '0'; //@implemented
+
+    public string $reply_to_email = ''; //@implemented
+
+    public string $reply_to_name = ''; //@implemented
+
+    public string $bcc_email = ''; //@TODO
+
+    public bool $pdf_email_attachment = false; //@implemented
+
+    public bool $ubl_email_attachment = false; //@implemented
+
+    public string $email_style = 'light'; // plain, light, dark, custom  //@implemented
+
+    public string $email_style_custom = '';      // the template itself  //@implemented
+
+    public string $email_subject_invoice = '';  //@implemented
+
+    public string $email_subject_quote = '';  //@implemented
+
+    public string $email_subject_credit = ''; //@implemented
+
+    public string $email_subject_payment = ''; //@implemented
+
+    public string $email_subject_payment_partial = ''; //@implemented
+
+    public string $email_subject_statement = ''; //@implemented
+
+    public string $email_subject_purchase_order = ''; //@implemented
+
+    public string $email_template_purchase_order = ''; //@implemented
+
+    public string $email_template_invoice = ''; //@implemented
+
+    public string $email_template_credit = ''; //@implemented
+
+    public string $email_template_quote = ''; //@implemented
+
+    public string $email_template_payment = ''; //@implemented
+
+    public string $email_template_payment_partial = ''; //@implemented
+
+    public string $email_template_statement = ''; //@implemented
+
+    public string $email_subject_reminder1 = ''; //@implemented
+
+    public string $email_subject_reminder2 = ''; //@implemented
+
+    public string $email_subject_reminder3 = ''; //@implemented
+
+    public string $email_subject_reminder_endless = ''; //@implemented
+
+    public string $email_template_reminder1 = ''; //@implemented
+
+    public string $email_template_reminder2 = ''; //@implemented
+
+    public string $email_template_reminder3 = ''; //@implemented
+
+    public string $email_template_reminder_endless = ''; //@implemented
+
+    public string $email_signature = ''; //@implemented
+
+    public bool $enable_email_markup = true; //@TODO -
+
+    public string $email_subject_custom1 = ''; //@TODO
+
+    public string $email_subject_custom2 = ''; //@TODO
+
+    public string $email_subject_custom3 = ''; //@TODO
+
+    public string $email_template_custom1 = ''; //@TODO
+
+    public string $email_template_custom2 = ''; //@TODO
+
+    public string $email_template_custom3 = ''; //@TODO
+
+    public bool $enable_reminder1 = false; //@implmemented
+
+    public bool $enable_reminder2 = false; //@implmemented
+
+    public bool $enable_reminder3 = false; //@implmemented
+
+    public bool $enable_reminder_endless = false; //@implmemented
+
+    public int $num_days_reminder1 = 0; //@implmemented
+
+    public int $num_days_reminder2 = 0; //@implmemented
+
+    public int $num_days_reminder3 = 0; //@implmemented
+
+    public string $schedule_reminder1 = ''; // (enum: after_invoice_date, before_due_date, after_due_date) implmemented
+
+    public string $schedule_reminder2 = ''; // (enum: after_invoice_date, before_due_date, after_due_date) implmemented
+
+    public string $schedule_reminder3 = ''; // (enum: after_invoice_date, before_due_date, after_due_date) implmemented
+
+    public int $reminder_send_time = 0; // number of seconds from UTC +0 to send reminders @TODO
+
+    public float $late_fee_amount1 = 0; //@implemented
+
+    public float $late_fee_amount2 = 0; //@implemented
+
+    public float $late_fee_amount3 = 0; //@implemented
+
+    public float $late_fee_percent1 = 0; //@implemented
+
+    public float $late_fee_percent2 = 0; //@implemented
+
+    public float $late_fee_percent3 = 0; //@implemented
+
+    public string $endless_reminder_frequency_id = '0'; //@implemented
+
+    public float $late_fee_endless_amount = 0; //@implemented
+
+    public float $late_fee_endless_percent = 0; //@implemented
+
+    public bool $client_online_payment_notification = true; //@todo implement in notifications check this bool prior to sending payment notification to client
+
+    public bool $client_manual_payment_notification = true; //@todo implement in notifications check this bool prior to sending manual payment notification to client
+
+    public string $name = ''; //@implemented
+
+    public string $company_logo = ''; //@implemented
+
+    public string $website = ''; //@implemented
+
+    public string $address1 = ''; //@implemented
+
+    public string $address2 = ''; //@implemented
+
+    public string $city = ''; //@implemented
+
+    public string $state = ''; //@implemented
+
+    public string $postal_code = ''; //@implemented
+
+    public string $phone = ''; //@implemented
+
+    public string $email = ''; //@implemented
+
+    public string $country_id = ''; //@implemented
+
+    public string $vat_number = ''; //@implemented
+
+    public string $id_number = ''; //@implemented
+
+    public string $page_size = 'A4';  // Letter, Legal, Tabloid, Ledger, A0, A1, A2, A3, A4, A5, A6
+
+    public string $page_layout = 'portrait';
+
+    public int $font_size = 16; //@implemented
+
+    public string $primary_font = 'Roboto';
+
+    public string $secondary_font = 'Roboto';
+
+    public string $primary_color = '#298AAB';
+
+    public string $secondary_color = '#7081e0';
+
+    public bool $page_numbering = false;
+
+    public string $page_numbering_alignment = 'C';  // C, R, L
+
+    public bool $hide_paid_to_date = false; //@TODO where?
+
+    public bool $embed_documents = false; //@TODO where?
+
+    public bool $all_pages_header = false; //@deprecated 31-05-2021
+
+    public bool $all_pages_footer = false; //@deprecated 31-05-2021
+
+    public string $pdf_variables = ''; //@implemented
+
+    public string $portal_custom_head = ''; //@TODO @BEN
+
+    public string $portal_custom_css = ''; //@TODO @BEN
+
+    public string $portal_custom_footer = ''; //@TODO @BEN
+
+    public string $portal_custom_js = ''; //@TODO @BEN
+
+    public bool $client_can_register = false; //@deprecated 04/06/2021
+
+    public string $client_portal_terms = ''; //@TODO @BEN
+
+    public string $client_portal_privacy_policy = ''; //@TODO @BEN
+
+    public bool $client_portal_enable_uploads = false; //@implemented
+
+    public bool $client_portal_allow_under_payment = false; //@implemented
+
+    public float $client_portal_under_payment_minimum = 0; //@implemented
+
+    public bool $client_portal_allow_over_payment = false; //@implemented
+
+    public string $use_credits_payment = 'off'; // always, option, off //@implemented
+
+    public bool $hide_empty_columns_on_pdf = false;
+
+    public string $email_from_name = '';
+
+    public bool $auto_archive_invoice_cancelled = false;
+
+    public bool $vendor_portal_enable_uploads = false;
+
+    public bool $send_email_on_mark_paid = false;
+
+    public string $postmark_secret = '';
+
+    public string $custom_sending_email = '';
+
+    public string $mailgun_secret = '';
+
+    public string $mailgun_domain = '';
+
+    public string $mailgun_endpoint = 'api.mailgun.net'; // api.eu.mailgun.net
+
+    public bool $auto_bill_standard_invoices = false;
+
+    public string $email_alignment = 'center'; // center, left, right
+
+    public bool $show_email_footer = true;
+
+    public string $company_logo_size = '';
+
+    public bool $show_paid_stamp = false;
+
+    public bool $show_shipping_address = false;
+
+    public bool $accept_client_input_quote_approval = false;
+
+    public bool $allow_billable_task_items = true;
+
+    public bool $show_task_item_description = false;
+
+    public bool $client_initiated_payments = false;
+
+    public float $client_initiated_payments_minimum = 0;
+
+    public bool $sync_invoice_quote_columns = true;
+
+    public string $e_invoice_type = 'EN16931';
+
+    public string $default_expense_payment_type_id = '0';
+
+    public bool $enable_e_invoice = false;
+
+    public string $classification = '';
+    
+    private mixed $object;
+
+    public function cast(mixed $object)
+    {
+        if(is_array($object)) {
+            $object = (object)$object;
+        }
+
+        if (is_object($object)) {
+            foreach ($object as $key => $value) {
+
+                try {
+                    settype($object->{$key}, gettype($this->{$key}));
+                } catch(\Exception | \Error | \Throwable $e) {
+                    
+                    if(property_exists($this, $key)) {
+                        $object->{$key} = $this->{$key};
+                    } else {
+                        unset($object->{$key});
+                    }
+
+                }
+
+                // if(!property_exists($this, $key)) {
+                //     unset($object->{$key});
+                // }
+                // elseif(is_array($object->{$key}) && gettype($this->{$key} != 'array')){
+                //     $object->{$key} = $this->{$key};
+                // }
+                // else {
+                //     settype($object->{$key}, gettype($this->{$key}));
+                // }
+            }
+        }
+        $this->object = $object;
+
+        return $this;
+    }
+
+    public function toObject(): object
+    {
+        return (object)$this->object;
+    }
+
+    public function toArray(): array
+    {
+        return (array)$this->object;
+    }
+}

app/DataMapper/Tax/AU/Rule.php

@@ -62,7 +62,7 @@ class Rule extends BaseRule implements RuleInterface
     public function taxByType($item): self
     {
 
-        if ($this->client->is_tax_exempt) {
+        if ($this->client->is_tax_exempt || !property_exists($item, 'tax_id')) {
             return $this->taxExempt($item);
         }
 

app/DataMapper/Tax/BaseRule.php

@@ -11,11 +11,11 @@
 
 namespace App\DataMapper\Tax;
 
+use App\DataMapper\Tax\ZipTax\Response;
+use App\DataProviders\USStates;
 use App\Models\Client;
 use App\Models\Invoice;
 use App\Models\Product;
-use App\DataProviders\USStates;
-use App\DataMapper\Tax\ZipTax\Response;
 
 class BaseRule implements RuleInterface
 {
@@ -147,8 +147,9 @@ class BaseRule implements RuleInterface
 
         $this->resolveRegions();
 
-        if(!$this->isTaxableRegion())
+        if(!$this->isTaxableRegion()) {
             return $this;
+        }
 
         $this->configTaxData();
 
@@ -173,8 +174,9 @@ class BaseRule implements RuleInterface
         /** Harvest the client_region */
 
         /** If the tax data is already set and the invoice is marked as sent, do not adjust the rates */
-        if($this->invoice->tax_data && $this->invoice->status_id > 1)
+        if($this->invoice->tax_data && $this->invoice->status_id > 1) {
             return $this;
+        }
 
         /**
          * Origin - Company Tax Data
@@ -184,14 +186,13 @@ class BaseRule implements RuleInterface
 
         $tax_data = false;
 
-        if($this->seller_region == 'US' && $this->client_region == 'US'){
+        if($this->seller_region == 'US' && $this->client_region == 'US') {
         
             $company = $this->invoice->company;
  
             /** If no company tax data has been configured, lets do that now. */
             /** We should never encounter this scenario */
-            if(!$company->origin_tax_data)
+            if(!$company->origin_tax_data) {
-            {
                 $this->should_calc_tax = false;
                 return $this;
             }
@@ -201,8 +202,7 @@ class BaseRule implements RuleInterface
 
                 $tax_data = $company->origin_tax_data;
 
-            }
+            } elseif($this->client->tax_data) {
-            elseif($this->client->tax_data){
                                
                 $tax_data = $this->client->tax_data;
 
@@ -215,8 +215,14 @@ class BaseRule implements RuleInterface
 
             $this->invoice->tax_data = $tax_data;
             
-            if(\DB::transactionLevel() == 0)
+            if(\DB::transactionLevel() == 0) {
-                $this->invoice->saveQuietly();
+
+                try {
+                    $this->invoice->saveQuietly();
+                }catch(\Exception $e) {
+                }
+                
+            }
         }
             
         return $this;
@@ -234,7 +240,7 @@ class BaseRule implements RuleInterface
         
         $this->client_region = $this->region_codes[$this->client->country->iso_3166_2];
 
-        match($this->client_region){
+        match($this->client_region) {
             'US' => $this->client_subregion = isset($this->invoice?->client?->tax_data?->geoState) ? $this->invoice->client->tax_data->geoState : $this->getUSState(),
             'EU' => $this->client_subregion = $this->client->country->iso_3166_2,
             'AU' => $this->client_subregion = 'AU',
@@ -251,8 +257,9 @@ class BaseRule implements RuleInterface
             
             $states = USStates::$states;
 
-            if(isset($states[$this->client->state]))
+            if(isset($states[$this->client->state])) {
                 return $this->client->state;
+            }
 
             return USStates::getState(strlen($this->client->postal_code) > 1 ? $this->client->postal_code : $this->client->shipping_postal_code);
 
@@ -277,8 +284,7 @@ class BaseRule implements RuleInterface
 
             return $this;
 
-        }
+        } elseif($this->client_region == 'AU') { //these are defaults and are only stubbed out for now, for AU we can actually remove these
-        elseif($this->client_region == 'AU'){ //these are defaults and are only stubbed out for now, for AU we can actually remove these
             
             $this->tax_rate1 = $this->client->company->tax_data->regions->AU->subregions->AU->tax_rate;
             $this->tax_name1 = $this->client->company->tax_data->regions->AU->subregions->AU->tax_name;
@@ -297,7 +303,7 @@ class BaseRule implements RuleInterface
     public function tax($item = null): self
     {
     
-        if ($this->client->is_tax_exempt) {
+        if ($this->client->is_tax_exempt || !property_exists($item, 'tax_id')) {
             
             return $this->taxExempt($item);
 

app/DataMapper/Tax/DE/Rule.php

@@ -11,9 +11,9 @@
 
 namespace App\DataMapper\Tax\DE;
 
-use App\Models\Product;
 use App\DataMapper\Tax\BaseRule;
 use App\DataMapper\Tax\RuleInterface;
+use App\Models\Product;
 
 class Rule extends BaseRule implements RuleInterface
 {
@@ -63,11 +63,11 @@ class Rule extends BaseRule implements RuleInterface
     public function taxByType($item): self
     {
 
-        if ($this->client->is_tax_exempt) {
+        if ($this->client->is_tax_exempt || !property_exists($item, 'tax_id')) {
             return $this->taxExempt($item);
         }
 
-        match(intval($item->tax_id)){
+        match(intval($item->tax_id)) {
             Product::PRODUCT_TYPE_EXEMPT => $this->taxExempt($item),
             Product::PRODUCT_TYPE_DIGITAL => $this->taxDigital($item),
             Product::PRODUCT_TYPE_SERVICE => $this->taxService($item),
@@ -220,39 +220,28 @@ class Rule extends BaseRule implements RuleInterface
             // nlog("tax exempt");
             $this->tax_rate = 0;
             $this->reduced_tax_rate = 0;
-        }
+        } elseif($this->client_subregion != $this->client->company->tax_data->seller_subregion && in_array($this->client_subregion, $this->eu_country_codes) && $this->client->vat_number && $this->eu_business_tax_exempt) {
-        elseif($this->client_subregion != $this->client->company->tax_data->seller_subregion && in_array($this->client_subregion, $this->eu_country_codes) && $this->client->vat_number && $this->eu_business_tax_exempt)
+            // elseif($this->client_subregion != $this->client->company->tax_data->seller_subregion && in_array($this->client_subregion, $this->eu_country_codes) && $this->client->has_valid_vat_number && $this->eu_business_tax_exempt)
-        // elseif($this->client_subregion != $this->client->company->tax_data->seller_subregion && in_array($this->client_subregion, $this->eu_country_codes) && $this->client->has_valid_vat_number && $this->eu_business_tax_exempt)
-        {
             // nlog("euro zone and tax exempt");
             $this->tax_rate = 0;
             $this->reduced_tax_rate = 0;
-        }
+        } elseif(!in_array($this->client_subregion, $this->eu_country_codes) && ($this->foreign_consumer_tax_exempt || $this->foreign_business_tax_exempt)) { //foreign + tax exempt
-        elseif(!in_array($this->client_subregion, $this->eu_country_codes) && ($this->foreign_consumer_tax_exempt || $this->foreign_business_tax_exempt)) //foreign + tax exempt
-        {
             // nlog("foreign and tax exempt");
             $this->tax_rate = 0;
             $this->reduced_tax_rate = 0;
-        }
+        } elseif(!in_array($this->client_subregion, $this->eu_country_codes)) {
-        elseif(!in_array($this->client_subregion, $this->eu_country_codes))
-        {
             $this->defaultForeign();
-        }
+        } elseif(in_array($this->client_subregion, $this->eu_country_codes) && !$this->client->vat_number) { //eu country / no valid vat
-        elseif(in_array($this->client_subregion, $this->eu_country_codes) && !$this->client->vat_number) //eu country / no valid vat 
+            if(($this->client->company->tax_data->seller_subregion != $this->client_subregion) && $this->client->company->tax_data->regions->EU->has_sales_above_threshold) {
-        {   
-            if(($this->client->company->tax_data->seller_subregion != $this->client_subregion) && $this->client->company->tax_data->regions->EU->has_sales_above_threshold)
-            {
                 // nlog("eu zone with sales above threshold");
                 $this->tax_rate = $this->client->company->tax_data->regions->EU->subregions->{$this->client->country->iso_3166_2}->tax_rate;
                 $this->reduced_tax_rate = $this->client->company->tax_data->regions->EU->subregions->{$this->client->country->iso_3166_2}->reduced_tax_rate;
-            }
+            } else {
-            else {
                 // nlog("EU with intra-community supply ie DE to DE");
                 $this->tax_rate = $this->client->company->tax_data->regions->EU->subregions->{$this->client->company->country()->iso_3166_2}->tax_rate;
                 $this->reduced_tax_rate = $this->client->company->tax_data->regions->EU->subregions->{$this->client->company->country()->iso_3166_2}->reduced_tax_rate;
             }
-        }
+        } else {
-        else {
             // nlog("default tax");
             $this->tax_rate = $this->client->company->tax_data->regions->EU->subregions->{$this->client->company->country()->iso_3166_2}->tax_rate;
             $this->reduced_tax_rate = $this->client->company->tax_data->regions->EU->subregions->{$this->client->company->country()->iso_3166_2}->reduced_tax_rate;

app/DataMapper/Tax/TaxModel.php

@@ -32,10 +32,11 @@ class TaxModel
     public function __construct(public ?TaxModel $model = null)
     {
         
-        if(!$this->model) 
+        if(!$this->model) {
             $this->regions = $this->init();
-        else
+        } else {
             $this->regions = $model;
+        }
 
     }
     

app/DataMapper/Tax/US/Rule.php

@@ -117,10 +117,9 @@ class Rule extends BaseRule implements RuleInterface
      */
     public function taxService($item): self
     {
-        if(in_array($this->tax_data?->txbService,['Y','L'])) {
+        if(in_array($this->tax_data?->txbService, ['Y','L'])) {
             $this->default($item);
-        }
+        } else {
-        else {
             $this->taxExempt($item);
         }
 

app/DataMapper/Tax/ZipTax/Response.php

@@ -114,4 +114,3 @@ class Response
     }
 
 }
-    

app/DataProviders/USStates.php

@@ -33868,18 +33868,21 @@ class USStates
 
     public static function getState(?string $zip = '90210'): string
     {
-        if(isset(self::$zip_code_map[$zip]))
+        if(isset(self::$zip_code_map[$zip])) {
             return self::$zip_code_map[$zip];
+        }
 
         $prefix_state = self::getStateFromThreeDigitPrefix($zip);
 
-        if($prefix_state)
+        if($prefix_state) {
             return $prefix_state;
+        }
 
         $zippo_response = self::getStateFromZippo($zip);
 
-        if($zippo_response)
+        if($zippo_response) {
             return $zippo_response;
+        }
 
         throw new \Exception('Zip code not found');
     }
@@ -33905,8 +33908,9 @@ class USStates
 
         $response = Http::get("https://api.zippopotam.us/us/{$zip}");
 
-        if($response->failed())
+        if($response->failed()) {
             return false;
+        }
 
         $data = $response->object();
 
@@ -33921,7 +33925,7 @@ class USStates
     public static function getStateFromThreeDigitPrefix($zip): mixed
     {
 
-    /* 000 to 999 */
+        /* 000 to 999 */
         $zip_by_state = [
         '--', '--', '--', '--', '--', 'NY', 'PR', 'PR', 'VI', 'PR', 'MA', 'MA', 'MA',
         'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA', 'MA',
@@ -34004,7 +34008,7 @@ class USStates
 
         $prefix = substr($zip, 0, 3);
         $index = intval($prefix);
-         /* converts prefix to integer */
+        /* converts prefix to integer */
         return $zip_by_state[$index] == "--" ? false : $zip_by_state[$index];
 
     }

app/Events/Account/AccountCreated.php

@@ -49,9 +49,9 @@ class AccountCreated
     //  *
     //  * @return Channel|array
     //  */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-       //  return new PrivateChannel('channel-name');
+        //  return new PrivateChannel('channel-name');
-     }
+    }
 }

app/Events/Account/StripeConnectFailure.php

@@ -12,11 +12,9 @@
 namespace App\Events\Account;
 
 use App\Models\Company;
-use Illuminate\Broadcasting\Channel;
-use Illuminate\Queue\SerializesModels;
-use Illuminate\Broadcasting\PrivateChannel;
-use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Broadcasting\InteractsWithSockets;
+use Illuminate\Foundation\Events\Dispatchable;
+use Illuminate\Queue\SerializesModels;
 
 /**
  * Class StripeConnectFailure.

app/Events/Client/ClientWasArchived.php

@@ -15,7 +15,6 @@ use App\Models\Client;
 use App\Models\Company;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -54,8 +53,8 @@ class ClientWasArchived
     //  *
     //  * @return Channel|array
     //  */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/Company/CompanyDocumentsDeleted.php

@@ -14,7 +14,6 @@ namespace App\Events\Company;
 use App\Models\Company;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -42,8 +41,8 @@ class CompanyDocumentsDeleted
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
-return [];
+        return [];
-     }
+    }
 }

app/Events/Contact/ContactLoggedIn.php

@@ -14,7 +14,6 @@ namespace App\Events\Contact;
 use App\Models\ClientContact;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -50,8 +49,8 @@ class ContactLoggedIn
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/Design/DesignWasArchived.php

@@ -15,7 +15,6 @@ use App\Models\Company;
 use App\Models\Design;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -35,8 +34,8 @@ class DesignWasArchived
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/Design/DesignWasCreated.php

@@ -11,10 +11,10 @@
 
 namespace App\Events\Design;
 
-use App\Models\Design;
 use App\Models\Company;
-use Illuminate\Queue\SerializesModels;
+use App\Models\Design;
 use Illuminate\Broadcasting\PrivateChannel;
+use Illuminate\Queue\SerializesModels;
 
 /**
  * Class DesignWasCreated.
@@ -32,8 +32,8 @@ class DesignWasCreated
      *
      * @return PrivateChannel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/Design/DesignWasDeleted.php

@@ -11,10 +11,10 @@
 
 namespace App\Events\Design;
 
-use App\Models\Design;
 use App\Models\Company;
-use Illuminate\Queue\SerializesModels;
+use App\Models\Design;
 use Illuminate\Broadcasting\PrivateChannel;
+use Illuminate\Queue\SerializesModels;
 
 /**
  * Class DesignWasDeleted.
@@ -32,8 +32,8 @@ class DesignWasDeleted
      *
      * @return PrivateChannel|array
     */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/Design/DesignWasRestored.php

@@ -11,10 +11,10 @@
 
 namespace App\Events\Design;
 
-use App\Models\Design;
 use App\Models\Company;
-use Illuminate\Queue\SerializesModels;
+use App\Models\Design;
 use Illuminate\Broadcasting\PrivateChannel;
+use Illuminate\Queue\SerializesModels;
 
 /**
  * Class DesignWasRestored.
@@ -32,8 +32,8 @@ class DesignWasRestored
      *
      * @return PrivateChannel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/Design/DesignWasUpdated.php

@@ -11,10 +11,10 @@
 
 namespace App\Events\Design;
 
-use App\Models\Design;
 use App\Models\Company;
-use Illuminate\Queue\SerializesModels;
+use App\Models\Design;
 use Illuminate\Broadcasting\PrivateChannel;
+use Illuminate\Queue\SerializesModels;
 
 /**
  * Class DesignWasUpdated.
@@ -32,8 +32,8 @@ class DesignWasUpdated
      *
      * @return PrivateChannel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/Document/DocumentWasArchived.php

@@ -15,7 +15,6 @@ use App\Models\Company;
 use App\Models\Document;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 

app/Events/Payment/Methods/MethodDeleted.php

@@ -15,7 +15,6 @@ use App\Models\ClientGatewayToken;
 use App\Models\Company;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -51,8 +50,8 @@ class MethodDeleted
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/Payment/PaymentWasEmailed.php

@@ -11,12 +11,12 @@
 
 namespace App\Events\Payment;
 
+use App\Models\ClientContact;
 use App\Models\Company;
 use App\Models\Payment;
-use App\Models\ClientContact;
-use Illuminate\Queue\SerializesModels;
-use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Broadcasting\InteractsWithSockets;
+use Illuminate\Foundation\Events\Dispatchable;
+use Illuminate\Queue\SerializesModels;
 
 /**
  * Class PaymentWasEmailed.

app/Events/PurchaseOrder/PurchaseOrderWasViewed.php

@@ -12,7 +12,6 @@
 namespace App\Events\PurchaseOrder;
 
 use App\Models\Company;
-use App\Models\PurchaseOrder;
 use App\Models\PurchaseOrderInvitation;
 use Illuminate\Queue\SerializesModels;
 

app/Events/Quote/QuoteWasEmailed.php

@@ -12,7 +12,6 @@
 namespace App\Events\Quote;
 
 use App\Models\Company;
-use App\Models\Quote;
 use App\Models\QuoteInvitation;
 use Illuminate\Queue\SerializesModels;
 

app/Events/Subscription/SubscriptionWasCreated.php

@@ -5,7 +5,6 @@ namespace App\Events\Subscription;
 use App\Models\Company;
 use App\Models\Subscription;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -45,8 +44,8 @@ class SubscriptionWasCreated
      *
      * @return \Illuminate\Broadcasting\Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/User/UserLoggedIn.php

@@ -15,7 +15,6 @@ use App\Models\Company;
 use App\Models\User;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -35,8 +34,8 @@ class UserLoggedIn
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/User/UserWasArchived.php

@@ -15,7 +15,6 @@ use App\Models\Company;
 use App\Models\User;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -35,8 +34,8 @@ class UserWasArchived
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/User/UserWasCreated.php

@@ -15,7 +15,6 @@ use App\Models\Company;
 use App\Models\User;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -26,7 +25,7 @@ class UserWasCreated
 {
     use Dispatchable, InteractsWithSockets, SerializesModels;
 
-    public function __construct(public User $user, public User $creating_user, public Company $company, public array $event_vars)
+    public function __construct(public User $user, public User $creating_user, public Company $company, public array $event_vars, public $is_react = true)
     {
     }
 
@@ -35,8 +34,8 @@ class UserWasCreated
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/User/UserWasDeleted.php

@@ -15,7 +15,6 @@ use App\Models\Company;
 use App\Models\User;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -54,8 +53,8 @@ class UserWasDeleted
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/User/UserWasRestored.php

@@ -15,7 +15,6 @@ use App\Models\Company;
 use App\Models\User;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -54,8 +53,8 @@ class UserWasRestored
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/User/UserWasUpdated.php

@@ -15,7 +15,6 @@ use App\Models\Company;
 use App\Models\User;
 use Illuminate\Broadcasting\Channel;
 use Illuminate\Broadcasting\InteractsWithSockets;
-use Illuminate\Broadcasting\PrivateChannel;
 use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Queue\SerializesModels;
 
@@ -54,8 +53,8 @@ class UserWasUpdated
      *
      * @return Channel|array
      */
-     public function broadcastOn()
+    public function broadcastOn()
-     {
+    {
         return [];
-     }
+    }
 }

app/Events/Vendor/VendorContactLoggedIn.php

@@ -14,9 +14,9 @@ namespace App\Events\Vendor;
 use App\Models\Company;
 use App\Models\VendorContact;
 use Illuminate\Broadcasting\Channel;
-use Illuminate\Queue\SerializesModels;
-use Illuminate\Foundation\Events\Dispatchable;
 use Illuminate\Broadcasting\InteractsWithSockets;
+use Illuminate\Foundation\Events\Dispatchable;
+use Illuminate\Queue\SerializesModels;
 
 /**
  * Class VendorContactLoggedIn.

app/Exceptions/Handler.php

@@ -11,31 +11,31 @@
 
 namespace App\Exceptions;
 
-use Throwable;
-use PDOException;
 use App\Utils\Ninja;
-use Sentry\State\Scope;
-use Illuminate\Support\Arr;
-use Illuminate\Http\Request;
-use InvalidArgumentException;
-use Sentry\Laravel\Integration;
-use Illuminate\Support\Facades\Schema;
 use Aws\Exception\CredentialsException;
 use GuzzleHttp\Exception\ConnectException;
-use Illuminate\Auth\AuthenticationException;
-use League\Flysystem\UnableToCreateDirectory;
-use Illuminate\Session\TokenMismatchException;
-use Illuminate\Validation\ValidationException;
 use Illuminate\Auth\Access\AuthorizationException;
-use Illuminate\Queue\MaxAttemptsExceededException;
+use Illuminate\Auth\AuthenticationException;
-use Illuminate\Http\Exceptions\ThrottleRequestsException;
+use Illuminate\Database\Eloquent\ModelNotFoundException as ModelNotFoundException;
-use Symfony\Component\Process\Exception\RuntimeException;
 use Illuminate\Database\Eloquent\RelationNotFoundException;
 use Illuminate\Foundation\Exceptions\Handler as ExceptionHandler;
+use Illuminate\Http\Exceptions\ThrottleRequestsException;
+use Illuminate\Http\Request;
+use Illuminate\Queue\MaxAttemptsExceededException;
+use Illuminate\Session\TokenMismatchException;
+use Illuminate\Support\Arr;
+use Illuminate\Support\Facades\Schema;
+use Illuminate\Validation\ValidationException;
+use InvalidArgumentException;
+use League\Flysystem\UnableToCreateDirectory;
+use PDOException;
+use Sentry\Laravel\Integration;
+use Sentry\State\Scope;
 use Symfony\Component\Console\Exception\CommandNotFoundException;
-use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
 use Symfony\Component\HttpKernel\Exception\MethodNotAllowedHttpException;
-use Illuminate\Database\Eloquent\ModelNotFoundException as ModelNotFoundException;
+use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
+use Symfony\Component\Process\Exception\RuntimeException;
+use Throwable;
 
 class Handler extends ExceptionHandler
 {
@@ -223,8 +223,8 @@ class Handler extends ExceptionHandler
             return response()->json(['message' => $exception->getMessage()], 500);
         } elseif ($exception instanceof ThrottleRequestsException && $request->expectsJson()) {
             return response()->json(['message'=>'Too many requests'], 429);
-        // } elseif ($exception instanceof FatalThrowableError && $request->expectsJson()) {
+            // } elseif ($exception instanceof FatalThrowableError && $request->expectsJson()) {
-        //     return response()->json(['message'=>'Fatal error'], 500); //@deprecated
+            //     return response()->json(['message'=>'Fatal error'], 500); //@deprecated
         } elseif ($exception instanceof AuthorizationException && $request->expectsJson()) {
             return response()->json(['message'=> $exception->getMessage()], 401);
         } elseif ($exception instanceof TokenMismatchException) {

app/Exceptions/PaymentRefundFailed.php

@@ -13,8 +13,8 @@
 namespace App\Exceptions;
 
 use Exception;
-use Illuminate\Http\Request;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Http\Request;
 
 class PaymentRefundFailed extends Exception
 {

app/Exceptions/QuoteConversion.php

@@ -13,8 +13,8 @@
 namespace App\Exceptions;
 
 use Exception;
-use Illuminate\Http\Request;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Http\Request;
 
 class QuoteConversion extends Exception
 {

app/Exceptions/YodleeApiException.php

@@ -13,8 +13,8 @@
 namespace App\Exceptions;
 
 use Exception;
-use Illuminate\Http\Request;
 use Illuminate\Http\JsonResponse;
+use Illuminate\Http\Request;
 
 class YodleeApiException extends Exception
 {

app/Export/CSV/ActivityExport.php

@@ -11,17 +11,17 @@
 
 namespace App\Export\CSV;
 
-use App\Models\Task;
-use App\Utils\Ninja;
-use League\Csv\Writer;
-use App\Models\Company;
-use App\Models\Activity;
 use App\Libraries\MultiDB;
+use App\Models\Activity;
+use App\Models\Company;
 use App\Models\DateFormat;
+use App\Models\Task;
+use App\Transformers\ActivityTransformer;
+use App\Utils\Ninja;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Facades\App;
-use Illuminate\Database\Eloquent\Builder;
+use League\Csv\Writer;
-use App\Transformers\ActivityTransformer;
 
 class ActivityExport extends BaseExport
 {
@@ -53,40 +53,44 @@ class ActivityExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
+
             
         $report = $query->cursor()
-                ->map(function ($credit) {
+            ->map(function ($resource) {
-                    return $this->buildActivityRow($credit);
+                $row = $this->buildActivityRow($resource);
-                })->toArray();
+                return $this->processMetaData($row, $resource);
+            })->toArray();
         
         return array_merge(['columns' => $header], $report);
     }
 
     private function buildActivityRow(Activity $activity): array
     {
-            return [
+        return [
-            Carbon::parse($activity->created_at)->format($this->date_format),
+        Carbon::parse($activity->created_at)->format($this->date_format),
-            ctrans("texts.activity_{$activity->activity_type_id}",[
+        ctrans("texts.activity_{$activity->activity_type_id}", [
-                'client' => $activity->client ? $activity->client->present()->name() : '',
+            'payment_amount' => $activity->payment ? $activity->payment->amount : '',
-                'contact' => $activity->contact ? $activity->contact->present()->name() : '',
+            'adjustment' => $activity->payment ? $activity->payment->refunded : '',
-                'quote' => $activity->quote ? $activity->quote->number : '',
+            'client' => $activity->client ? $activity->client->present()->name() : '',
-                'user' => $activity->user ? $activity->user->present()->name() : 'System',
+            'contact' => $activity->contact ? $activity->contact->present()->name() : '',
-                'expense' => $activity->expense ? $activity->expense->number : '',
+            'quote' => $activity->quote ? $activity->quote->number : '',
-                'invoice' => $activity->invoice ? $activity->invoice->number : '',
+            'user' => $activity->user ? $activity->user->present()->name() : 'System',
-                'recurring_invoice' => $activity->recurring_invoice ? $activity->recurring_invoice->number : '',
+            'expense' => $activity->expense ? $activity->expense->number : '',
-                'payment' => $activity->payment ? $activity->payment->number : '',
+            'invoice' => $activity->invoice ? $activity->invoice->number : '',
-                'credit' => $activity->credit ? $activity->credit->number : '',
+            'recurring_invoice' => $activity->recurring_invoice ? $activity->recurring_invoice->number : '',
-                'task' => $activity->task ? $activity->task->number : '',
+            'payment' => $activity->payment ? $activity->payment->number : '',
-                'vendor' => $activity->vendor ? $activity->vendor->present()->name() : '',
+            'credit' => $activity->credit ? $activity->credit->number : '',
-                'purchase_order' => $activity->purchase_order ? $activity->purchase_order->number : '',
+            'task' => $activity->task ? $activity->task->number : '',
-                'subscription' => $activity->subscription ? $activity->subscription->name : '',
+            'vendor' => $activity->vendor ? $activity->vendor->present()->name() : '',
-                'vendor_contact' => $activity->vendor_contact ? $activity->vendor_contact->present()->name() : '',
+            'purchase_order' => $activity->purchase_order ? $activity->purchase_order->number : '',
-                'recurring_expense' => $activity->recurring_expense ? $activity->recurring_expense->number : '',
+            'subscription' => $activity->subscription ? $activity->subscription->name : '',
-            ]),
+            'vendor_contact' => $activity->vendor_contact ? $activity->vendor_contact->present()->name() : '',
-            $activity->ip,
+            'recurring_expense' => $activity->recurring_expense ? $activity->recurring_expense->number : '',
+        ]),
+        $activity->ip,
         ];
         
     }
@@ -101,7 +105,7 @@ class ActivityExport extends BaseExport
 
         $this->date_format = DateFormat::find($this->company->settings->date_format_id)->format;
 
-        ksort($this->entity_keys);
+        // ksort($this->entity_keys);
 
         if (count($this->input['report_keys']) == 0) {
             $this->input['report_keys'] = array_values($this->entity_keys);
@@ -146,4 +150,25 @@ class ActivityExport extends BaseExport
     {
         return $entity;
     }
+
+
+    public function processMetaData(array $row, $resource): array
+    {
+
+        $clean_row = [];
+        
+        foreach (array_values($this->input['report_keys']) as $key => $value) {
+    
+            $clean_row[$key]['entity'] = 'activity';
+            $clean_row[$key]['id'] = $key;
+            $clean_row[$key]['hashed_id'] = null;
+            $clean_row[$key]['value'] = $row[$key];
+            $clean_row[$key]['identifier'] = $value;
+            $clean_row[$key]['display_value'] = $row[$key];
+
+        }
+
+        return $clean_row;
+    }
+
 }

app/Export/CSV/BaseExport.php

@@ -11,19 +11,27 @@
 
 namespace App\Export\CSV;
 
-use App\Utils\Number;
 use App\Models\Client;
-use App\Utils\Helpers;
+use App\Models\ClientContact;
 use App\Models\Company;
+use App\Models\Credit;
+use App\Models\Document;
 use App\Models\Expense;
 use App\Models\Invoice;
 use App\Models\Payment;
-use League\Fractal\Manager;
+use App\Models\Product;
-use Illuminate\Support\Carbon;
+use App\Models\PurchaseOrder;
-use App\Utils\Traits\MakesHash;
+use App\Models\Quote;
-use App\Transformers\TaskTransformer;
+use App\Models\RecurringInvoice;
+use App\Models\Task;
+use App\Models\Vendor;
 use App\Transformers\PaymentTransformer;
+use App\Transformers\TaskTransformer;
+use App\Utils\Helpers;
+use App\Utils\Traits\MakesHash;
 use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Carbon;
+use League\Fractal\Manager;
 use League\Fractal\Serializer\ArraySerializer;
 
 class BaseExport
@@ -56,7 +64,7 @@ class BaseExport
         'id_number' => 'vendor.id_number',
         'name' => 'vendor.name',
         'number' => 'vendor.number',
-        'client_phone' => 'vendor.phone',
+        'phone' => 'vendor.phone',
         'postal_code' => 'vendor.postal_code',
         'private_notes' => 'vendor.private_notes',
         'public_notes' => 'vendor.public_notes',
@@ -73,10 +81,12 @@ class BaseExport
         'contact_custom_value4' => 'vendor_contact.custom_value4',
         'email' => 'vendor_contact.email',
         'status' => 'vendor.status',
+        'classification' => 'vendor.classification',
     ];
 
     protected array $client_report_keys = [
         "name" => "client.name",
+        "number" => "client.number",
         "user" => "client.user",
         "assigned_user" => "client.assigned_user",
         "balance" => "client.balance",
@@ -115,10 +125,13 @@ class BaseExport
         "contact_custom_value2" => "contact.custom_value2",
         "contact_custom_value3" => "contact.custom_value3",
         "contact_custom_value4" => "contact.custom_value4",
-
+        'payment_balance' => 'client.payment_balance',
+        'credit_balance' => 'client.credit_balance',
+        'classification' => 'client.classification',
     ];
 
     protected array $invoice_report_keys = [
+        'name' => 'client.name',
         "invoice_number" => "invoice.number",
         "amount" => "invoice.amount",
         "balance" => "invoice.balance",
@@ -154,6 +167,8 @@ class BaseExport
         'tax_rate1' => 'invoice.tax_rate1',
         'tax_rate2' => 'invoice.tax_rate2',
         'tax_rate3' => 'invoice.tax_rate3',
+        'recurring_invoice' => 'invoice.recurring_id',
+        'auto_bill' => 'invoice.auto_bill_enabled',
     ];
 
     protected array $recurring_invoice_report_keys = [
@@ -194,6 +209,9 @@ class BaseExport
         'tax_rate1' => 'recurring_invoice.tax_rate1',
         'tax_rate2' => 'recurring_invoice.tax_rate2',
         'tax_rate3' => 'recurring_invoice.tax_rate3',
+        'auto_bill' => 'recurring_invoice.auto_bill',
+        'auto_bill_enabled' => 'recurring_invoice.auto_bill_enabled',
+
     ];
 
     protected array $purchase_order_report_keys = [
@@ -216,7 +234,7 @@ class BaseExport
         'po_number' => 'purchase_order.po_number',
         'private_notes' => 'purchase_order.private_notes',
         'public_notes' => 'purchase_order.public_notes',
-        'status' => 'purchase_order.status_id',
+        'status' => 'purchase_order.status',
         'tax_name1' => 'purchase_order.tax_name1',
         'tax_name2' => 'purchase_order.tax_name2',
         'tax_name3' => 'purchase_order.tax_name3',
@@ -229,8 +247,8 @@ class BaseExport
     ];
 
     protected array $product_report_keys  = [
-        'project' => 'project_id',
+        // 'project' => 'project_id',
-        'vendor' => 'vendor_id',
+        // 'vendor' => 'vendor_id',
         'custom_value1' => 'custom_value1',
         'custom_value2' => 'custom_value2',
         'custom_value3' => 'custom_value3',
@@ -246,6 +264,10 @@ class BaseExport
         'tax_name1' => 'tax_name1',
         'tax_name2' => 'tax_name2',
         'tax_name3' => 'tax_name3',
+        'image' => 'product_image',
+        'tax_category' => 'tax_id',
+        'max_quantity' => 'max_quantity',
+        'in_stock_quantity' => 'in_stock_quantity',
     ];
 
     protected array $item_report_keys = [
@@ -269,6 +291,7 @@ class BaseExport
         'is_amount_discount' => 'item.is_amount_discount',
         'line_total' => 'item.line_total',
         'gross_line_total' => 'item.gross_line_total',
+        'tax_amount' => 'item.tax_amount',
     ];
 
     protected array $quote_report_keys = [
@@ -359,12 +382,13 @@ class BaseExport
         "custom_value4" => "payment.custom_value4",
         "user" => "payment.user_id",
         "assigned_user" => "payment.assigned_user_id",
+        
   ];
 
     protected array $expense_report_keys = [
         'amount' => 'expense.amount',
         'category' => 'expense.category_id',
-        'client' => 'expense.client_id',
+        // 'client' => 'expense.client_id',
         'custom_value1' => 'expense.custom_value1',
         'custom_value2' => 'expense.custom_value2',
         'custom_value3' => 'expense.custom_value3',
@@ -411,14 +435,21 @@ class BaseExport
         'project' => 'task.project_id',
     ];
 
+    protected array $forced_client_fields = [
+        "client.name",
+    ];
+
+    protected array $forced_vendor_fields = [
+        "vendor.name",
+    ];
+
     protected function filterByClients($query)
     {
         if (isset($this->input['client_id']) && $this->input['client_id'] != 'all') {
             $client = Client::withTrashed()->find($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($this->input['clients']) > 0) {
-        elseif(isset($this->input['clients']) && count($this->input['clients']) > 0) {
 
             $this->client_description = 'Multiple Clients';
             return $query->whereIn('client_id', $this->input['clients']);
@@ -430,8 +461,9 @@ class BaseExport
     {
         $parts = explode(".", $key);
 
-        if(!is_array($parts) || count($parts) < 2)
+        if(!is_array($parts) || count($parts) < 2) {
             return '';
+        }
 
         $value = '';
 
@@ -468,8 +500,9 @@ class BaseExport
 
     private function resolveVendorContactKey($column, $entity, $transformer)
     {
-        if(!$entity->vendor)
+        if(!$entity->vendor) {
             return "";
+        }
 
         $primary_contact = $entity->vendor->primary_contact()->first() ?? $entity->vendor->contacts()->first();
 
@@ -481,18 +514,21 @@ class BaseExport
     private function resolveExpenseKey($column, $entity, $transformer)
     {
      
-        if($column == 'user' && $entity?->expense?->user)
+        if($column == 'user' && $entity?->expense?->user) {
             return $entity->expense->user->present()->name() ?? ' ';
+        }
 
-        if($column == 'assigned_user' && $entity?->expense?->assigned_user) 
+        if($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($entity instanceof Expense)
+        if($entity instanceof Expense) {
             return '';
+        }
 
         $transformed_entity = $transformer->includeExpense($entity);
 
@@ -500,11 +536,13 @@ class BaseExport
         $manager->setSerializer(new ArraySerializer());
         $transformed_entity = $manager->createData($transformed_entity)->toArray();
 
-        if(array_key_exists($column, $transformed_entity)) 
+        if(array_key_exists($column, $transformed_entity)) {
             return $transformed_entity[$column];
+        }
 
-        if(property_exists($entity, $column))
+        if(property_exists($entity, $column)) {
             return $entity?->{$column} ?? '';
+        }
 
         nlog("export: Could not resolve expense key: {$column}");
 
@@ -531,8 +569,9 @@ class BaseExport
     private function resolveVendorKey($column, $entity, $transformer)
     {
 
-        if(!$entity->vendor)
+        if(!$entity->vendor) {
             return '';
+        }
 
         $transformed_entity = $transformer->includeVendor($entity);
 
@@ -540,24 +579,29 @@ class BaseExport
         $manager->setSerializer(new ArraySerializer());
         $transformed_entity = $manager->createData($transformed_entity)->toArray();
 
-        if($column == 'name')
+        if($column == 'name') {
             return $entity->vendor->present()->name() ?: '';
+        }
         
-        if($column == 'user_id')
+        if($column == 'user_id') {
             return $entity->vendor->user->present()->name()  ?: '';
+        }
 
-        if($column == 'country_id')
+        if($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($column == 'status')
+        if($column == 'status') {
             return $entity->stringStatus($entity->status_id) ?: '';
+        }
 
-        if(array_key_exists($column, $transformed_entity))
+        if(array_key_exists($column, $transformed_entity)) {
             return $transformed_entity[$column];
+        }
 
         // nlog("export: Could not resolve vendor key: {$column}");
 
@@ -569,8 +613,9 @@ class BaseExport
     private function resolveClientKey($column, $entity, $transformer)
     {
 
-        if(!$entity->client)
+        if(!$entity->client) {
             return '';
+        }
 
         $transformed_client = $transformer->includeClient($entity);
 
@@ -578,34 +623,46 @@ class BaseExport
         $manager->setSerializer(new ArraySerializer());
         $transformed_client = $manager->createData($transformed_client)->toArray();
 
-        if($column == 'name')
+        if(in_array($column, ['client.name', 'name'])) {
             return $transformed_client['display_name'];
+        }
         
-        if($column == 'user_id')
+        if(in_array($column, ['client.user_id', 'user_id'])) {
             return $entity->client->user->present()->name();
+        }
 
-        if($column == 'country_id')
+        if(in_array($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($column == 'shipping_country_id')
+        if(in_array($column, ['client.shipping_country_id', 'shipping_country_id'])) {
             return $entity->client->shipping_country ? ctrans("texts.country_{$entity->client->shipping_country->name}") : '';
+        }
         
-        if($column == 'size_id')
+        if(in_array($column, ['client.size_id', 'size_id'])) {
             return $entity->client->size?->name ?? '';
+        }
 
-        if($column == 'industry_id')
+        if(in_array($column, ['client.industry_id', 'industry_id'])) {
             return $entity->client->industry?->name ?? '';
+        }
 
-        if ($column == 'currency_id') {
+        if (in_array($column, ['client.currency_id', 'currency_id'])) {
             return $entity->client->currency() ? $entity->client->currency()->code : $entity->company->currency()->code;
         }
         
-        if($column == 'client.payment_terms') {
+        if(in_array($column, ['payment_terms', 'client.payment_terms'])) {
             return $entity->client->getSetting('payment_terms');
         }
         
-        if(array_key_exists($column, $transformed_client))
+
+        if(array_key_exists($column, $transformed_client)) {
             return $transformed_client[$column];
+        }
 
         // nlog("export: Could not resolve client key: {$column}");
 
@@ -619,8 +676,9 @@ class BaseExport
 
         $transformed_entity = $transformer->transform($entity);
 
-        if($column == 'status')
+        if($column == 'status') {
             return $entity->stringStatus($entity->status_id);
+        }
     
         return '';
     }
@@ -644,33 +702,37 @@ class BaseExport
         // nlog("searching for {$column}");
         $transformed_invoice = false;
 
-        if($transformer instanceof PaymentTransformer) {
+        if($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($transformed_invoices['App\\Models\\Invoice']))
+            if(!isset($transformed_invoices['App\\Models\\Invoice'])) {
                 return '';
+            }
            
             $transformed_invoices = $transformed_invoices['App\\Models\\Invoice'];
 
-            if(count($transformed_invoices) == 1 && array_key_exists($column, $transformed_invoices[0]))
+            if(count($transformed_invoices) == 1 && array_key_exists($column, $transformed_invoices[0])) {
                 return $transformed_invoices[0][$column];
+            }
 
-            if(count($transformed_invoices) > 1 && array_key_exists($column, $transformed_invoices[0]))
+            if(count($transformed_invoices) > 1 && array_key_exists($column, $transformed_invoices[0])) {
                 return implode(', ', array_column($transformed_invoices, $column));
+            }
 
             return "";
 
         }
 
-        if($transformer instanceof TaskTransformer) {
+        if($transformer instanceof TaskTransformer && ($entity->invoice ?? false)) {
             $transformed_invoice = $transformer->includeInvoice($entity);
 
-            if(!$transformed_invoice)
+            if(!$transformed_invoice) {
                 return '';
+            }
 
             $manager = new Manager();
             $manager->setSerializer(new ArraySerializer());
@@ -690,7 +752,7 @@ class BaseExport
     private function resolvePaymentKey($column, $entity, $transformer)
     {
 
-        if($entity instanceof Payment){
+        if($entity instanceof Payment) {
 
             $transformed_payment = $transformer->transform($entity);
 
@@ -706,8 +768,9 @@ class BaseExport
 
         }
 
-        if($column == 'amount')
+        if($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') : '';
@@ -722,37 +785,60 @@ class BaseExport
 
         $payment = $entity->payments()->withoutTrashed()->first();
 
-        if(!$payment)
+        if(!$payment) {
             return '';
+        }
 
-        if($column == 'method')
+        if($column == 'method') {
             return $payment->translatedType();
+        }
 
-        if($column == 'currency')
+        if($column == 'currency') {
             return $payment?->currency?->code ?? '';
+        }
 
         $payment_transformer = new PaymentTransformer();
         $transformed_payment = $payment_transformer->transform($payment);
 
-        if($column == 'status'){
+        if($column == 'status') {
             return $payment->stringStatus($transformed_payment['status_id']);
         }
 
-        if(array_key_exists($column, $transformed_payment))
+        if(array_key_exists($column, $transformed_payment)) {
             return $transformed_payment[$column];
+        }
 
         return '';
 
     }
 
+    public function applyFilters(Builder $query): Builder
+    {
+
+        if(isset($this->input['product_key'])) {
+        
+            $products = explode(",", $this->input['product_key']);
+
+            $query->where(function ($q) use ($products) {
+                foreach($products as $product) {
+                    $q->orWhereJsonContains('line_items', ['product_key' => $product]);
+                }
+            });
+
+        }
+        
+        return $query;
+    }
+
     protected function addInvoiceStatusFilter($query, $status): Builder
     {
 
         $status_parameters = explode(',', $status);
         
 
-        if(in_array('all', $status_parameters))
+        if(in_array('all', $status_parameters)) {
             return $query;
+        }
 
         $query->where(function ($nested) use ($status_parameters) {
 
@@ -785,9 +871,9 @@ class BaseExport
                                 ->orWhere('partial_due_date', '<', Carbon::now());
             }
 
-            if(in_array('viewed', $status_parameters)){
+            if(in_array('viewed', $status_parameters)) {
                 
-                $nested->whereHas('invitations', function ($q){
+                $nested->whereHas('invitations', function ($q) {
                     $q->whereNotNull('viewed_date')->whereNotNull('deleted_at');
                 });
 
@@ -801,6 +887,8 @@ class BaseExport
 
     protected function addDateRange($query)
     {
+        $query = $this->applyFilters($query);
+
         $date_range = $this->input['date_range'];
 
         if (array_key_exists('date_key', $this->input) && strlen($this->input['date_key']) > 1) {
@@ -853,8 +941,9 @@ class BaseExport
                 $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($fin_year_start))
+                if(now()->lt($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');
@@ -865,8 +954,9 @@ class BaseExport
                 $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
                 $fin_year_start->subYearNoOverflow();
 
-                if(now()->subYear()->lt($fin_year_start)) 
+                if(now()->subYear()->lt($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');
@@ -900,7 +990,7 @@ class BaseExport
         $helper = new Helpers();
 
         $header = [];
-
+        // nlog("header");
         foreach ($this->input['report_keys'] as $value) {
             
             $key = array_search($value, $this->entity_keys);
@@ -947,6 +1037,10 @@ class BaseExport
             if(!$key) {
                 $prefix = ctrans('texts.expense')." ";
                 $key = array_search($value, $this->expense_report_keys);
+                
+                if(!$key && $value == 'expense.category') {
+                    $key = 'category';
+                }
             }
 
             if(!$key) {
@@ -973,6 +1067,8 @@ class BaseExport
                 $prefix = '';
             }
 
+            // nlog("key => {$key}");
+
             $key = str_replace('item.', '', $key);
             $key = str_replace('recurring_invoice.', '', $key);
             $key = str_replace('purchase_order.', '', $key);
@@ -986,40 +1082,38 @@ class BaseExport
             $key = str_replace('payment.', '', $key);
             $key = str_replace('expense.', '', $key);
             $key = str_replace('product.', '', $key);
+            $key = str_replace('task.', '', $key);
 
-            if(stripos($value, 'custom_value') !== false)
+            if(stripos($value, 'custom_value') !== false) {
-            {
                 $parts = explode(".", $value);
 
-                if(count($parts) == 2 && in_array($parts[0], ['credit','quote','invoice','purchase_order','recurring_invoice'])){
+                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($custom_field_label) > 1)
+                    if(strlen($custom_field_label) > 1) {
                         $header[] = $custom_field_label;
-                    else {
+                    } else {
                         $header[] = $prefix . " ". ctrans("texts.{$fallback}");
                     }
 
-                }
+                } elseif(count($parts) == 2 && (stripos($parts[0], 'vendor_contact') !== false || stripos($parts[0], 'contact') !== false)) {
-                elseif(count($parts) == 2 && 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($original_key, 0, -1), ['credit','quote','invoice','purchase_order','recurring_invoice'])){
+                } elseif(count($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]}");
+                    $custom_field_string = strlen($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 {
-                else{
                     $header[] = "{$prefix}" . ctrans("texts.{$key}");
                 }
 
-            }
+            } else {
-            else
-            {
                 $header[] = "{$prefix}" . ctrans("texts.{$key}");
             }
         }
@@ -1028,4 +1122,102 @@ class BaseExport
         
         return $header;
     }
+
+    public function processMetaData(array $row, $resource): array
+    {
+        $class = get_class($resource);
+
+        $entity = '';
+
+        match ($class) {
+            Invoice::class => $entity = 'invoice',
+            RecurringInvoice::class => $entity = 'recurring_invoice',
+            Quote::class => $entity = 'quote',
+            Credit::class => $entity = 'credit',
+            Expense::class => $entity = 'expense',
+            Document::class => $entity = 'document',
+            ClientContact::class => $entity = 'contact',
+            PurchaseOrder::class => $entity = 'purchase_order',
+            Payment::class => $entity = 'payment',
+            Product::class => $entity = 'product',
+            Task::class => $entity = 'task',
+            Vendor::class => $entity = 'vendor',
+            default => $entity = 'invoice',
+        };
+        
+        $clean_row = [];
+        
+        foreach (array_values($this->input['report_keys']) as $key => $value) {
+        
+            $report_keys = explode(".", $value);
+            
+            $column_key = $value;
+            
+            if($value == 'product_image') {
+                $column_key = 'image';
+                $value = 'image';
+            }
+
+            if($value == 'tax_id') {
+                $column_key = 'tax_category';
+                $value = 'tax_category';
+            }
+
+            $clean_row[$key]['entity'] = $report_keys[0];
+            $clean_row[$key]['id'] = $report_keys[1] ?? $report_keys[0];
+            $clean_row[$key]['hashed_id'] = $report_keys[0] == $entity ? null : $resource->{$report_keys[0]}->hashed_id ?? null;
+            $clean_row[$key]['value'] = $row[$column_key];
+            $clean_row[$key]['identifier'] = $value;
+            $clean_row[$key]['display_value'] = $row[$column_key];
+
+        }
+
+        return $clean_row;
+    }
+
+    public function processItemMetaData(array $row, $resource): array
+    {
+        $class = get_class($resource);
+
+        $entity = '';
+
+        match ($class) {
+            Invoice::class => $entity = 'invoice',
+            Quote::class => $entity = 'quote',
+            Credit::class => $entity = 'credit',
+            Expense::class => $entity = 'expense',
+            Document::class => $entity = 'document',
+            ClientContact::class => $entity = 'contact',
+            PurchaseOrder::class => $entity = 'purchase_order',
+            default => $entity = 'invoice',
+        };
+
+        $clean_row = [];
+
+        foreach (array_values($this->input['report_keys']) as $key => $value) {
+        
+            $report_keys = explode(".", $value);
+            
+            $column_key = $value;
+
+            if($value == 'type_id' || $value == 'item.type_id') {
+                $column_key = 'type';
+            }
+
+            if($value == 'tax_id' || $value == 'item.tax_id') {
+                $column_key = 'tax_category';
+            }
+                
+            $clean_row[$key]['entity'] = $report_keys[0];
+            $clean_row[$key]['id'] = $report_keys[1] ?? $report_keys[0];
+            $clean_row[$key]['hashed_id'] = $report_keys[0] == $entity ? null : $resource->{$report_keys[0]}->hashed_id ?? null;
+            $clean_row[$key]['value'] = isset($row[$column_key]) ? $row[$column_key] : $row[$value];
+            $clean_row[$key]['identifier'] = $value;
+            $clean_row[$key]['display_value'] = isset($row[$column_key]) ? $row[$column_key] : $row[$value];
+
+        }
+
+        return $clean_row;
+    }
+
 }

app/Export/CSV/ClientExport.php

@@ -17,6 +17,7 @@ use App\Models\Company;
 use App\Transformers\ClientContactTransformer;
 use App\Transformers\ClientTransformer;
 use App\Utils\Ninja;
+use App\Utils\Number;
 use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
@@ -70,7 +71,11 @@ class ClientExport extends BaseExport
         'contact_custom_value3' => 'contact.custom_value3',
         'contact_custom_value4' => 'contact.custom_value4',
         'email' => 'contact.email',
-        'status' => 'status'
+        'status' => 'status',
+        'payment_balance' => 'client.payment_balance',
+        'credit_balance' => 'client.credit_balance',
+        'classification' => 'client.classification',
+
     ];
 
     public function __construct(Company $company, array $input)
@@ -87,13 +92,14 @@ class ClientExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($client) {
-                    return $this->buildRow($client);
+                    $row = $this->buildRow($client);
+                    return $this->processMetaData($row, $client);
                 })->toArray();
         
         return array_merge(['columns' => $header], $report);
@@ -120,7 +126,7 @@ class ClientExport extends BaseExport
 
         $query = $this->addDateRange($query);
 
-            return $query;
+        return $query;
             
     }
 
@@ -171,6 +177,31 @@ class ClientExport extends BaseExport
         return $this->decorateAdvancedFields($client, $entity);
     }
 
+    public function processMetaData(array $row, $resource): array
+    {
+        $clean_row = [];
+        foreach (array_values($this->input['report_keys']) as $key => $value) {
+        
+            $report_keys = explode(".", $value);
+            
+            $column_key = $value;
+            $clean_row[$key]['entity'] = $report_keys[0];
+            $clean_row[$key]['id'] = $report_keys[1] ?? $report_keys[0];
+            $clean_row[$key]['hashed_id'] = $report_keys[0] == 'client' ? null : $resource->{$report_keys[0]}->hashed_id ?? null;
+            $clean_row[$key]['value'] = $row[$column_key];
+            $clean_row[$key]['identifier'] = $value;
+
+            if(in_array($clean_row[$key]['id'], ['paid_to_date', 'balance', 'credit_balance','payment_balance'])) {
+                $clean_row[$key]['display_value'] = Number::formatMoney($row[$column_key], $resource);
+            } else {
+                $clean_row[$key]['display_value'] = $row[$column_key];
+            }
+
+        }
+
+        return $clean_row;
+    }
+
     private function decorateAdvancedFields(Client $client, array $entity) :array
     {
         if (in_array('client.user', $this->input['report_keys'])) {
@@ -197,6 +228,10 @@ class ClientExport extends BaseExport
             $entity['industry_id'] = $client->industry ? ctrans("texts.industry_{$client->industry->name}") : '';
         }
 
+        if (in_array('client.classification', $this->input['report_keys']) && isset($client->classification)) {
+            $entity['client.classification'] = ctrans("texts.{$client->classification}") ?? '';
+        }
+
         return $entity;
     }
 

app/Export/CSV/ContactExport.php

@@ -88,13 +88,14 @@ class ContactExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($contact) {
-                    return $this->buildRow($contact);
+                    $row = $this->buildRow($contact);
+                    return $this->processMetaData($row, $contact);
                 })->toArray();
         
         return array_merge(['columns' => $header], $report);

app/Export/CSV/CreditExport.php

@@ -11,15 +11,15 @@
 
 namespace App\Export\CSV;
 
+use App\Libraries\MultiDB;
+use App\Models\Company;
+use App\Models\Credit;
+use App\Transformers\CreditTransformer;
 use App\Utils\Ninja;
 use App\Utils\Number;
-use App\Models\Credit;
+use Illuminate\Database\Eloquent\Builder;
-use League\Csv\Writer;
-use App\Models\Company;
-use App\Libraries\MultiDB;
 use Illuminate\Support\Facades\App;
-use App\Transformers\CreditTransformer;
+use League\Csv\Writer;
-use Illuminate\Contracts\Database\Eloquent\Builder;
 
 class CreditExport extends BaseExport
 {
@@ -43,9 +43,9 @@ class CreditExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($credit) {
@@ -56,7 +56,7 @@ class CreditExport extends BaseExport
         return array_merge(['columns' => $header], $report);
     }
 
-    private function processMetaData(array $row, Credit $credit): array
+    public function processMetaData(array $row, $resource): array
     {
         $clean_row = [];
         foreach (array_values($this->input['report_keys']) as $key => $value) {
@@ -66,14 +66,15 @@ class CreditExport extends BaseExport
             $column_key = $value;
             $clean_row[$key]['entity'] = $report_keys[0];
             $clean_row[$key]['id'] = $report_keys[1] ?? $report_keys[0];
-            $clean_row[$key]['hashed_id'] = $report_keys[0] == 'credit' ? null : $credit->{$report_keys[0]}->hashed_id ?? null;
+            $clean_row[$key]['hashed_id'] = $report_keys[0] == 'credit' ? null : $resource->{$report_keys[0]}->hashed_id ?? null;
             $clean_row[$key]['value'] = $row[$column_key];
             $clean_row[$key]['identifier'] = $value;
 
-            if(in_array($clean_row[$key]['id'], ['paid_to_date','total_taxes','amount', 'balance', 'partial', 'refunded', 'applied','unit_cost','cost','price']))
+            if(in_array($clean_row[$key]['id'], ['paid_to_date','total_taxes','amount', 'balance', 'partial', 'refunded', 'applied','unit_cost','cost','price'])) {
-                $clean_row[$key]['display_value'] = Number::formatMoney($row[$column_key], $credit->client);
+                $clean_row[$key]['display_value'] = Number::formatMoney($row[$column_key], $resource->client);
-            else
+            } else {
                 $clean_row[$key]['display_value'] = $row[$column_key];
+            }
 
         }
 
@@ -93,6 +94,8 @@ class CreditExport extends BaseExport
             $this->input['report_keys'] = array_values($this->credit_report_keys);
         }
 
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_client_fields, $this->input['report_keys']));
+
         $query = Credit::query()
                         ->withTrashed()
                         ->with('client')
@@ -137,10 +140,9 @@ class CreditExport extends BaseExport
                 $entity[$keyval] = $transformed_credit[$credit_key];
             } elseif (isset($transformed_credit[$keyval])) {
                 $entity[$keyval] = $transformed_credit[$keyval];
-            } elseif(isset($transformed_credit[$searched_credit_key])){
+            } elseif(isset($transformed_credit[$searched_credit_key])) {
                 $entity[$keyval] = $transformed_credit[$searched_credit_key];
-            }
+            } else {
-            else {
                 $entity[$keyval] = $this->resolveKey($keyval, $credit, $this->credit_transformer);
             }
 

app/Export/CSV/DocumentExport.php

@@ -16,7 +16,7 @@ use App\Models\Company;
 use App\Models\Document;
 use App\Transformers\DocumentTransformer;
 use App\Utils\Ninja;
-use Illuminate\Contracts\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
 
@@ -49,13 +49,14 @@ class DocumentExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($document) {
                     $row = $this->buildRow($document);
+                    return $this->processMetaData($row, $document);
                 })->toArray();
         
         return array_merge(['columns' => $header], $report);

app/Export/CSV/ExpenseExport.php

@@ -43,13 +43,14 @@ class ExpenseExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($resource) {
-                    return $this->buildRow($resource);
+                    $row = $this->buildRow($resource);
+                    return $this->processMetaData($row, $resource);
                 })->toArray();
         
         return array_merge(['columns' => $header], $report);
@@ -158,6 +159,10 @@ class ExpenseExport extends BaseExport
             $entity['expense.assigned_user'] = $expense->assigned_user ? $expense->assigned_user->present()->name() : '';
         }
 
+        if (in_array('expense.category_id', $this->input['report_keys'])) {
+            $entity['expense.category_id'] = $expense->category ? $expense->category->name : '';
+        }
+
         return $entity;
     }
 }

app/Export/CSV/InvoiceExport.php

@@ -11,16 +11,14 @@
 
 namespace App\Export\CSV;
 
-use App\Utils\Ninja;
+use App\Libraries\MultiDB;
-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 Illuminate\Support\Facades\App;
 use App\Transformers\InvoiceTransformer;
-use Illuminate\Contracts\Database\Eloquent\Builder;
+use App\Utils\Ninja;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Facades\App;
+use League\Csv\Writer;
 
 class InvoiceExport extends BaseExport
 {
@@ -50,6 +48,8 @@ class InvoiceExport extends BaseExport
             $this->input['report_keys'] = array_values($this->invoice_report_keys);
         }
 
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_client_fields, $this->input['report_keys']));
+
         $query = Invoice::query()
                         ->withTrashed()
                         ->with('client')
@@ -72,13 +72,14 @@ class InvoiceExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($resource) {
-                    return $this->buildRow($resource);
+                    $row = $this->buildRow($resource);
+                    return $this->processMetaData($row, $resource);
                 })->toArray();
         
         return array_merge(['columns' => $header], $report);
@@ -94,7 +95,6 @@ class InvoiceExport extends BaseExport
         //insert the header
         $this->csv->insertOne($this->buildHeader());
 
-
         $query->cursor()
             ->each(function ($invoice) {
                 $this->csv->insertOne($this->buildRow($invoice));
@@ -143,6 +143,15 @@ class InvoiceExport extends BaseExport
             $entity['invoice.status'] = $invoice->stringStatus($invoice->status_id);
         }
 
+        if (in_array('invoice.recurring_id', $this->input['report_keys'])) {
+            $entity['invoice.recurring_id'] = $invoice->recurring_invoice->number ?? '';
+        }
+
+        if (in_array('invoice.auto_bill_enabled', $this->input['report_keys'])) {
+            $entity['invoice.auto_bill_enabled'] = $invoice->auto_bill_enabled ? ctrans('texts.yes') : ctrans('texts.no');
+        }
+
+        
         return $entity;
     }
 }

app/Export/CSV/InvoiceItemExport.php

@@ -16,7 +16,7 @@ use App\Models\Company;
 use App\Models\Invoice;
 use App\Transformers\InvoiceTransformer;
 use App\Utils\Ninja;
-use Illuminate\Contracts\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
 
@@ -33,6 +33,8 @@ class InvoiceItemExport extends BaseExport
 
     private array $storage_array = [];
 
+    private array $storage_item_array = [];
+
     private array $decorate_keys = [
         'client',
         'currency_id',
@@ -60,13 +62,18 @@ class InvoiceItemExport extends BaseExport
             $this->input['report_keys'] = array_values($this->mergeItemsKeys('invoice_report_keys'));
         }
 
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_client_fields, $this->input['report_keys']));
+
         $query = Invoice::query()
                         ->withTrashed()
-                        ->with('client')->where('company_id', $this->company->id)
+                        ->with('client')
+                        ->where('company_id', $this->company->id)
                         ->where('is_deleted', 0);
 
         $query = $this->addDateRange($query);
 
+        $query = $this->applyFilters($query);
+
         return $query;
 
     }
@@ -77,16 +84,25 @@ class InvoiceItemExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
+
 
         $query->cursor()
-              ->each(function ($resource) {
+            ->each(function ($resource) {
                 $this->iterateItems($resource);
-               });
                         
-        return array_merge(['columns' => $header], $this->storage_array);
+                foreach($this->storage_array as $row) {
+                    $this->storage_item_array[] = $this->processItemMetaData($row, $resource);
+                }
+
+                $this->storage_array = [];
+                        
+            });
+                
+        return array_merge(['columns' => $header], $this->storage_item_array);
+               
     }
 
 
@@ -123,18 +139,19 @@ class InvoiceItemExport extends BaseExport
                 
                 if (str_contains($key, "item.")) {
 
-                    $key = str_replace("item.", "", $key);
+                    $tmp_key = str_replace("item.", "", $key);
                     
-                    if($key == 'type_id')
+                    if($tmp_key == 'type_id') {
-                        $key = 'type';
+                        $tmp_key = 'type';
-
-                    if($key == 'tax_id')
-                        $key = 'tax_category';
-
-                    if (property_exists($item, $key)) {
-                        $item_array[$key] = $item->{$key};
                     }
-                    else {
+
+                    if($tmp_key == 'tax_id') {
+                        $tmp_key = 'tax_category';
+                    }
+
+                    if (property_exists($item, $tmp_key)) {
+                        $item_array[$key] = $item->{$tmp_key};
+                    } else {
                         $item_array[$key] = '';
                     }
                 }
@@ -143,6 +160,8 @@ class InvoiceItemExport extends BaseExport
             $transformed_items = array_merge($transformed_invoice, $item_array);
             $entity = $this->decorateAdvancedFields($invoice, $transformed_items);
             
+            $entity = array_merge(array_flip(array_values($this->input['report_keys'])), $entity);
+
             $this->storage_array[] = $entity;
 
         }
@@ -158,15 +177,15 @@ class InvoiceItemExport extends BaseExport
            
             $parts = explode('.', $key);
 
-            if(is_array($parts) && $parts[0] == 'item')
+            if(is_array($parts) && $parts[0] == 'item') {
                 continue;
+            }
 
             if (is_array($parts) && $parts[0] == 'invoice' && array_key_exists($parts[1], $transformed_invoice)) {
                 $entity[$key] = $transformed_invoice[$parts[1]];
-            }else if (array_key_exists($key, $transformed_invoice)) {
+            } elseif (array_key_exists($key, $transformed_invoice)) {
                 $entity[$key] = $transformed_invoice[$key];
-            } 
+            } else {
-            else {
                 $entity[$key] = $this->resolveKey($key, $invoice, $this->invoice_transformer);
             }
         }
@@ -188,13 +207,28 @@ class InvoiceItemExport extends BaseExport
             $entity['tax_category'] = $invoice->taxTypeString($entity['tax_category']);
         }
 
-        // if($this->force_keys) {
+        if (in_array('invoice.country_id', $this->input['report_keys'])) {
-        //     $entity['client'] = $invoice->client->present()->name();
+            $entity['invoice.country_id'] = $invoice->client->country ? ctrans("texts.country_{$invoice->client->country->name}") : '';
-        //     $entity['client_id_number'] = $invoice->client->id_number;
+        }
-        //     $entity['client_number'] = $invoice->client->number;
+
-        //     $entity['status'] = $invoice->stringStatus($invoice->status_id);
+        if (in_array('invoice.currency_id', $this->input['report_keys'])) {
-        // }
+            $entity['invoice.currency_id'] = $invoice->client->currency() ? $invoice->client->currency()->code : $invoice->company->currency()->code;
+        }
+
+        if (in_array('invoice.client_id', $this->input['report_keys'])) {
+            $entity['invoice.client_id'] = $invoice->client->present()->name();
+        }
+
+        if (in_array('invoice.status', $this->input['report_keys'])) {
+            $entity['invoice.status'] = $invoice->stringStatus($invoice->status_id);
+        }
+
+        if (in_array('invoice.recurring_id', $this->input['report_keys'])) {
+            $entity['invoice.recurring_id'] = $invoice->recurring_invoice->number ?? '';
+        }
+
 
         return $entity;
     }
+
 }

app/Export/CSV/PaymentExport.php

@@ -16,7 +16,7 @@ use App\Models\Company;
 use App\Models\Payment;
 use App\Transformers\PaymentTransformer;
 use App\Utils\Ninja;
-use Illuminate\Contracts\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
 
@@ -28,40 +28,6 @@ class PaymentExport extends BaseExport
 
     public Writer $csv;
 
-    // public array $entity_keys = [
-    //     'amount' => 'amount',
-    //     'applied' => 'applied',
-    //     'client' => 'client_id',
-    //     'currency' => 'currency_id',
-    //     'custom_value1' => 'custom_value1',
-    //     'custom_value2' => 'custom_value2',
-    //     'custom_value3' => 'custom_value3',
-    //     'custom_value4' => 'custom_value4',
-    //     'date' => 'date',
-    //     'exchange_currency' => 'exchange_currency_id',
-    //     'gateway' => 'gateway_type_id',
-    //     'number' => 'number',
-    //     'private_notes' => 'private_notes',
-    //     'project' => 'project_id',
-    //     'refunded' => 'refunded',
-    //     'status' => 'status_id',
-    //     'transaction_reference' => 'transaction_reference',
-    //     'type' => 'type_id',
-    //     'vendor' => 'vendor_id',
-    //     'invoices' => 'invoices',
-    // ];
-
-    // private array $decorate_keys = [
-    //     'vendor',
-    //     'status',
-    //     'project',
-    //     'client',
-    //     'currency',
-    //     'exchange_currency',
-    //     'type',
-    //     'invoices',
-    // ];
-
     public function __construct(Company $company, array $input)
     {
         $this->company = $company;
@@ -82,6 +48,8 @@ class PaymentExport extends BaseExport
             $this->input['report_keys'] = array_values($this->payment_report_keys);
         }
 
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_client_fields, $this->input['report_keys']));
+
         $query = Payment::query()
                             ->withTrashed()
                             ->where('company_id', $this->company->id)
@@ -100,17 +68,17 @@ class PaymentExport extends BaseExport
         $headerdisplay = $this->buildHeader();
 
         $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-            return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
         })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($resource) {
-                    return $this->buildRow($resource);
+                    $row = $this->buildRow($resource);
+                    return $this->processMetaData($row, $resource);
                 })->toArray();
                 
         return array_merge(['columns' => $header], $report);
 
-
     }
 
     public function run()

app/Export/CSV/ProductExport.php

@@ -13,11 +13,10 @@ namespace App\Export\CSV;
 
 use App\Libraries\MultiDB;
 use App\Models\Company;
-use App\Models\Document;
 use App\Models\Product;
 use App\Transformers\ProductTransformer;
 use App\Utils\Ninja;
-use Illuminate\Contracts\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
 
@@ -42,13 +41,14 @@ class ProductExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($resource) {
-                    return $this->buildRow($resource);
+                    $row = $this->buildRow($resource);
+                    return $this->processMetaData($row, $resource);
                 })->toArray();
         
         return array_merge(['columns' => $header], $report);

app/Export/CSV/PurchaseOrderExport.php

@@ -11,15 +11,14 @@
 
 namespace App\Export\CSV;
 
-use App\Utils\Ninja;
-use App\Utils\Number;
-use League\Csv\Writer;
-use App\Models\Company;
 use App\Libraries\MultiDB;
+use App\Models\Company;
 use App\Models\PurchaseOrder;
-use Illuminate\Support\Facades\App;
 use App\Transformers\PurchaseOrderTransformer;
-use Illuminate\Contracts\Database\Eloquent\Builder;
+use App\Utils\Ninja;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Facades\App;
+use League\Csv\Writer;
 
 class PurchaseOrderExport extends BaseExport
 {
@@ -54,7 +53,7 @@ class PurchaseOrderExport extends BaseExport
         'po_number' => 'purchase_order.po_number',
         'private_notes' => 'purchase_order.private_notes',
         'public_notes' => 'purchase_order.public_notes',
-        'status' => 'purchase_order.status_id',
+        'status' => 'purchase_order.status',
         'tax_name1' => 'purchase_order.tax_name1',
         'tax_name2' => 'purchase_order.tax_name2',
         'tax_name3' => 'purchase_order.tax_name3',
@@ -95,6 +94,9 @@ class PurchaseOrderExport extends BaseExport
         if (count($this->input['report_keys']) == 0) {
             $this->input['report_keys'] = array_values($this->purchase_order_report_keys);
         }
+
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_vendor_fields, $this->input['report_keys']));
+
         $query = PurchaseOrder::query()
                         ->withTrashed()
                         ->with('vendor')
@@ -113,13 +115,14 @@ class PurchaseOrderExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($resource) {
-                    return $this->buildRow($resource);
+                    $row = $this->buildRow($resource);
+                    return $this->processMetaData($row, $resource);
                 })->toArray();
         
         return array_merge(['columns' => $header], $report);
@@ -180,8 +183,8 @@ class PurchaseOrderExport extends BaseExport
             $entity['vendor'] = $purchase_order->vendor->present()->name();
         }
 
-        if (in_array('status_id', $this->input['report_keys'])) {
+        if (in_array('purchase_order.status', $this->input['report_keys'])) {
-            $entity['status'] = $purchase_order->stringStatus($purchase_order->status_id);
+            $entity['purchase_order.status'] = $purchase_order->stringStatus($purchase_order->status_id);
         }
 
         return $entity;

app/Export/CSV/PurchaseOrderItemExport.php

@@ -16,7 +16,7 @@ use App\Models\Company;
 use App\Models\PurchaseOrder;
 use App\Transformers\PurchaseOrderTransformer;
 use App\Utils\Ninja;
-use Illuminate\Contracts\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
 
@@ -33,6 +33,8 @@ class PurchaseOrderItemExport extends BaseExport
 
     private array $storage_array = [];
 
+    private array $storage_item_array = [];
+
     public function __construct(Company $company, array $input)
     {
         $this->company = $company;
@@ -50,10 +52,11 @@ class PurchaseOrderItemExport extends BaseExport
         $t->replace(Ninja::transformTranslations($this->company->settings));
 
         if (count($this->input['report_keys']) == 0) {
-            // $this->force_keys = true;
             $this->input['report_keys'] = array_values($this->mergeItemsKeys('purchase_order_report_keys'));
         }
 
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_vendor_fields, $this->input['report_keys']));
+
         $query = PurchaseOrder::query()
                         ->withTrashed()
                         ->with('vendor')->where('company_id', $this->company->id)
@@ -71,16 +74,23 @@ class PurchaseOrderItemExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $query->cursor()
               ->each(function ($resource) {
-                $this->iterateItems($resource);
+                  $this->iterateItems($resource);
-               });
                 
-        return array_merge(['columns' => $header], $this->storage_array);
+                  foreach($this->storage_array as $row) {
+                      $this->storage_item_array[] = $this->processItemMetaData($row, $resource);
+                  }
+
+                  $this->storage_array = [];
+                
+              });
+        
+        return array_merge(['columns' => $header], $this->storage_item_array);
     }
 
     public function run()
@@ -113,22 +123,22 @@ class PurchaseOrderItemExport extends BaseExport
         foreach ($purchase_order->line_items as $item) {
             $item_array = [];
 
-            foreach (array_values($this->input['report_keys']) as $key) { //items iterator produces item array
+            foreach (array_values(array_intersect($this->input['report_keys'], $this->item_report_keys)) as $key) { //items iterator produces item array
                 
                 if (str_contains($key, "item.")) {
 
-                    $key = str_replace("item.", "", $key);
+                    $tmp_key = str_replace("item.", "", $key);
                     
-                    if($key == 'type_id') {
+                    if($tmp_key == 'type_id') {
-                        $keyval = 'type';
+                        $tmp_key = 'type';
                     }
 
-                    if($key == 'tax_id') {
+                    if($tmp_key == 'tax_id') {
-                        $keyval = 'tax_category';
+                        $tmp_key = 'tax_category';
                     }
 
-                    if (property_exists($item, $key)) {
+                    if (property_exists($item, $tmp_key)) {
-                        $item_array[$key] = $item->{$key};
+                        $item_array[$key] = $item->{$tmp_key};
                     } else {
                         $item_array[$key] = '';
                     }
@@ -137,6 +147,7 @@ class PurchaseOrderItemExport extends BaseExport
 
             $transformed_items = array_merge($transformed_purchase_order, $item_array);
             $entity = $this->decorateAdvancedFields($purchase_order, $transformed_items);
+            $entity = array_merge(array_flip(array_values($this->input['report_keys'])), $entity);
 
             $this->storage_array[] = $entity;
         }
@@ -190,4 +201,5 @@ class PurchaseOrderItemExport extends BaseExport
 
         return $entity;
     }
+
 }

app/Export/CSV/QuoteExport.php

@@ -16,7 +16,7 @@ use App\Models\Company;
 use App\Models\Quote;
 use App\Transformers\QuoteTransformer;
 use App\Utils\Ninja;
-use Illuminate\Contracts\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
 
@@ -56,6 +56,8 @@ class QuoteExport extends BaseExport
             $this->input['report_keys'] = array_values($this->quote_report_keys);
         }
 
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_client_fields, $this->input['report_keys']));
+
         $query = Quote::query()
                         ->withTrashed()
                         ->with('client')
@@ -75,12 +77,13 @@ class QuoteExport extends BaseExport
         $headerdisplay = $this->buildHeader();
 
         $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-            return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
         })->toArray();
 
         $report = $query->cursor()
                 ->map(function ($resource) {
-                    return $this->buildRow($resource);
+                    $row = $this->buildRow($resource);
+                    return $this->processMetaData($row, $resource);
                 })->toArray();
                 
         return array_merge(['columns' => $header], $report);

app/Export/CSV/QuoteItemExport.php

@@ -16,7 +16,7 @@ use App\Models\Company;
 use App\Models\Quote;
 use App\Transformers\QuoteTransformer;
 use App\Utils\Ninja;
-use Illuminate\Contracts\Database\Eloquent\Builder;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
 
@@ -29,7 +29,8 @@ class QuoteItemExport extends BaseExport
 
     public Writer $csv;
 
-    private array $storage_array;
+    private array $storage_array = [];
+    private array $storage_item_array = [];
 
     private array $decorate_keys = [
         'client',
@@ -56,6 +57,8 @@ class QuoteItemExport extends BaseExport
             $this->input['report_keys'] = array_values($this->mergeItemsKeys('quote_report_keys'));
         }
 
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_client_fields, $this->input['report_keys']));
+
         $query = Quote::query()
                             ->withTrashed()
                             ->with('client')->where('company_id', $this->company->id)
@@ -73,16 +76,24 @@ class QuoteItemExport extends BaseExport
 
         $headerdisplay = $this->buildHeader();
 
-        $header = collect($this->input['report_keys'])->map(function ($key, $value) use($headerdisplay){
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
-                return ['identifier' => $value, 'display_value' => $headerdisplay[$value]];
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
-            })->toArray();
+        })->toArray();
 
         $query->cursor()
-              ->each(function ($resource) {
+            ->each(function ($resource) {
                 $this->iterateItems($resource);
-               });
                                     
-        return array_merge(['columns' => $header], $this->storage_array);
+                foreach($this->storage_array as $row) {
+                    $this->storage_item_array[] = $this->processItemMetaData($row, $resource);
+                }
+
+                $this->storage_array = [];
+                                    
+            });
+                            
+        return array_merge(['columns' => $header], $this->storage_item_array);
+
     }
 
 
@@ -92,7 +103,7 @@ class QuoteItemExport extends BaseExport
         //load the CSV document from a string
         $this->csv = Writer::createFromString();
 
-       $query = $this->init();
+        $query = $this->init();
 
         //insert the header
         $this->csv->insertOne($this->buildHeader());
@@ -122,18 +133,19 @@ class QuoteItemExport extends BaseExport
                 
                 if (str_contains($key, "item.")) {
 
-                    $key = str_replace("item.", "", $key);
+                    $tmp_key = str_replace("item.", "", $key);
                     
-                    if($key == 'type_id')
+                    if($tmp_key == 'type_id') {
-                        $key = 'type';
+                        $tmp_key = 'type';
-
-                    if($key == 'tax_id')
-                        $key = 'tax_category';
-
-                    if (property_exists($item, $key)) {
-                        $item_array[$key] = $item->{$key};
                     }
-                    else {
+
+                    if($tmp_key == 'tax_id') {
+                        $tmp_key = 'tax_category';
+                    }
+
+                    if (property_exists($item, $tmp_key)) {
+                        $item_array[$key] = $item->{$tmp_key};
+                    } else {
                         $item_array[$key] = '';
                     }
                 }
@@ -141,6 +153,7 @@ class QuoteItemExport extends BaseExport
             
             $transformed_items = array_merge($transformed_quote, $item_array);
             $entity = $this->decorateAdvancedFields($quote, $transformed_items);
+            $entity = array_merge(array_flip(array_values($this->input['report_keys'])), $entity);
 
             $this->storage_array[] = $entity;
         }

app/Export/CSV/RecurringInvoiceExport.php

@@ -16,6 +16,7 @@ use App\Models\Company;
 use App\Models\RecurringInvoice;
 use App\Transformers\RecurringInvoiceTransformer;
 use App\Utils\Ninja;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
 
@@ -28,55 +29,6 @@ class RecurringInvoiceExport extends BaseExport
 
     public Writer $csv;
 
-    public array $entity_keys = [
-        'amount' => 'amount',
-        'balance' => 'balance',
-        'client' => 'client_id',
-        // 'custom_surcharge1' => 'custom_surcharge1',
-        // 'custom_surcharge2' => 'custom_surcharge2',
-        // 'custom_surcharge3' => 'custom_surcharge3',
-        // 'custom_surcharge4' => 'custom_surcharge4',
-        'custom_value1' => 'custom_value1',
-        'custom_value2' => 'custom_value2',
-        'custom_value3' => 'custom_value3',
-        'custom_value4' => 'custom_value4',
-        'date' => 'date',
-        'discount' => 'discount',
-        'due_date' => 'due_date',
-        'exchange_rate' => 'exchange_rate',
-        'footer' => 'footer',
-        'number' => 'number',
-        'paid_to_date' => 'paid_to_date',
-        'partial' => 'partial',
-        'partial_due_date' => 'partial_due_date',
-        'po_number' => 'po_number',
-        'private_notes' => 'private_notes',
-        'public_notes' => 'public_notes',
-        'next_send_date' => 'next_send_date',
-        'status' => 'status_id',
-        'tax_name1' => 'tax_name1',
-        'tax_name2' => 'tax_name2',
-        'tax_name3' => 'tax_name3',
-        'tax_rate1' => 'tax_rate1',
-        'tax_rate2' => 'tax_rate2',
-        'tax_rate3' => 'tax_rate3',
-        'terms' => 'terms',
-        'total_taxes' => 'total_taxes',
-        'currency' => 'currency_id',
-        'vendor' => 'vendor_id',
-        'project' => 'project_id',
-        'frequency_id' => 'frequency_id',
-    ];
-
-    private array $decorate_keys = [
-        'country',
-        'client',
-        'currency',
-        'status',
-        'vendor',
-        'project',
-    ];
-
     public function __construct(Company $company, array $input)
     {
         $this->company = $company;
@@ -84,7 +36,7 @@ class RecurringInvoiceExport extends BaseExport
         $this->invoice_transformer = new RecurringInvoiceTransformer();
     }
 
-    public function run()
+    public function init(): Builder
     {
         MultiDB::setDb($this->company->db);
         App::forgetInstance('translator');
@@ -92,23 +44,35 @@ class RecurringInvoiceExport extends BaseExport
         $t = app('translator');
         $t->replace(Ninja::transformTranslations($this->company->settings));
 
-        //load the CSV document from a string
-        $this->csv = Writer::createFromString();
-
         if (count($this->input['report_keys']) == 0) {
-            $this->input['report_keys'] = array_values($this->entity_keys);
+            $this->input['report_keys'] = array_values($this->recurring_invoice_report_keys);
         }
 
-        //insert the header
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_client_fields, $this->input['report_keys']));
-        $this->csv->insertOne($this->buildHeader());
 
         $query = RecurringInvoice::query()
                         ->withTrashed()
-                        ->with('client')->where('company_id', $this->company->id)
+                        ->with('client')
+                        ->where('company_id', $this->company->id)
                         ->where('is_deleted', 0);
 
         $query = $this->addDateRange($query);
 
+        return $query;
+
+    }
+
+    public function run()
+    {
+
+        $query  = $this->init();
+
+        //load the CSV document from a string
+        $this->csv = Writer::createFromString();
+
+        //insert the header
+        $this->csv->insertOne($this->buildHeader());
+
         $query->cursor()
             ->each(function ($invoice) {
                 $this->csv->insertOne($this->buildRow($invoice));
@@ -117,6 +81,27 @@ class RecurringInvoiceExport extends BaseExport
         return $this->csv->toString();
     }
 
+
+    public function returnJson()
+    {
+        $query = $this->init();
+
+        $headerdisplay = $this->buildHeader();
+
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
+        })->toArray();
+
+        $report = $query->cursor()
+                ->map(function ($resource) {
+                    $row = $this->buildRow($resource);
+                    return $this->processMetaData($row, $resource);
+                })->toArray();
+        
+        return array_merge(['columns' => $header], $report);
+    }
+
+
     private function buildRow(RecurringInvoice $invoice) :array
     {
         $transformed_invoice = $this->invoice_transformer->transform($invoice);
@@ -124,22 +109,13 @@ class RecurringInvoiceExport extends BaseExport
         $entity = [];
 
         foreach (array_values($this->input['report_keys']) as $key) {
-            $keyval = array_search($key, $this->entity_keys);
 
-            if(!$keyval) {
+            $parts = explode('.', $key);
-                $keyval = array_search(str_replace("recurring_invoice.", "", $key), $this->entity_keys) ?? $key;
-            }
 
-            if(!$keyval) {
+            if (is_array($parts) && $parts[0] == 'recurring_invoice' && array_key_exists($parts[1], $transformed_invoice)) {
-                $keyval = $key;
+                $entity[$key] = $transformed_invoice[$parts[1]];
-            }
-
-            if (array_key_exists($key, $transformed_invoice)) {
-                $entity[$keyval] = $transformed_invoice[$key];
-            } elseif (array_key_exists($keyval, $transformed_invoice)) {
-                $entity[$keyval] = $transformed_invoice[$keyval];
             } else {
-                $entity[$keyval] = $this->resolveKey($keyval, $invoice, $this->invoice_transformer);
+                $entity[$key] = $this->resolveKey($key, $invoice, $this->invoice_transformer);
             }
 
         }
@@ -161,8 +137,8 @@ class RecurringInvoiceExport extends BaseExport
             $entity['client'] = $invoice->client->present()->name();
         }
 
-        if (in_array('status_id', $this->input['report_keys'])) {
+        if (in_array('recurring_invoice.status', $this->input['report_keys'])) {
-            $entity['status'] = $invoice->stringStatus($invoice->status_id);
+            $entity['recurring_invoice.status'] = $invoice->stringStatus($invoice->status_id);
         }
 
         if (in_array('project_id', $this->input['report_keys'])) {
@@ -174,7 +150,11 @@ class RecurringInvoiceExport extends BaseExport
         }
 
         if (in_array('recurring_invoice.frequency_id', $this->input['report_keys']) || in_array('frequency_id', $this->input['report_keys'])) {
-            $entity['frequency_id'] = $invoice->frequencyForKey($invoice->frequency_id);
+            $entity['recurring_invoice.frequency_id'] = $invoice->frequencyForKey($invoice->frequency_id);
+        }
+
+        if (in_array('recurring_invoice.auto_bill_enabled', $this->input['report_keys'])) {
+            $entity['recurring_invoice.auto_bill_enabled'] = $invoice->auto_bill_enabled ? ctrans('texts.yes') : ctrans('texts.no');
         }
 
         return $entity;

app/Export/CSV/TaskExport.php

@@ -18,6 +18,7 @@ use App\Models\Task;
 use App\Models\Timezone;
 use App\Transformers\TaskTransformer;
 use App\Utils\Ninja;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
@@ -33,30 +34,9 @@ class TaskExport extends BaseExport
 
     public Writer $csv;
 
-    public array $entity_keys = [
+    private array $storage_array = [];
-        'start_date' => 'start_date',
-        'end_date' => 'end_date',
-        'duration' => 'duration',
-        'rate' => 'rate',
-        'number' => 'number',
-        'description' => 'description',
-        'custom_value1' => 'custom_value1',
-        'custom_value2' => 'custom_value2',
-        'custom_value3' => 'custom_value3',
-        'custom_value4' => 'custom_value4',
-        'status' => 'status_id',
-        'project' => 'project_id',
-     ];
 
-    private array $decorate_keys = [
+    private array $storage_item_array = [];
-        'status',
-        'project',
-        'client',
-        'invoice',
-        'start_date',
-        'end_date',
-        'duration',
-    ];
 
     public function __construct(Company $company, array $input)
     {
@@ -65,7 +45,7 @@ class TaskExport extends BaseExport
         $this->entity_transformer = new TaskTransformer();
     }
 
-    public function run()
+    public function init(): Builder
     {
         MultiDB::setDb($this->company->db);
         App::forgetInstance('translator');
@@ -74,18 +54,13 @@ class TaskExport extends BaseExport
         $t->replace(Ninja::transformTranslations($this->company->settings));
 
         $this->date_format = DateFormat::find($this->company->settings->date_format_id)->format;
-
-        //load the CSV document from a string
-        $this->csv = Writer::createFromString();
-
         ksort($this->entity_keys);
 
         if (count($this->input['report_keys']) == 0) {
-            $this->input['report_keys'] = array_values($this->entity_keys);
+            $this->input['report_keys'] = array_values($this->task_report_keys);
         }
 
-        //insert the header
+        $this->input['report_keys'] = array_merge($this->input['report_keys'], array_diff($this->forced_client_fields, $this->input['report_keys']));
-        $this->csv->insertOne($this->buildHeader());
 
         $query = Task::query()
                         ->withTrashed()
@@ -94,52 +69,86 @@ class TaskExport extends BaseExport
 
         $query = $this->addDateRange($query);
 
+        return $query;
+
+    }
+
+    public function run()
+    {
+
+        $query = $this->init();
+
+        //load the CSV document from a string
+        $this->csv = Writer::createFromString();
+
+        //insert the header
+        $this->csv->insertOne($this->buildHeader());
+
         $query->cursor()
               ->each(function ($entity) {
                   $this->buildRow($entity);
               });
 
+        $this->csv->insertAll($this->storage_array);
+
         return $this->csv->toString();
     }
 
+
+    public function returnJson()
+    {
+        $query = $this->init();
+
+        $headerdisplay = $this->buildHeader();
+
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
+        })->toArray();
+
+        $query->cursor()
+                ->each(function ($resource) {
+        
+                    $this->buildRow($resource);
+        
+                    foreach($this->storage_array as $row) {
+                        $this->storage_item_array[] = $this->processMetaData($row, $resource);
+                    }
+
+                    $this->storage_array = [];
+                });
+        // nlog($this->storage_item_array);
+        return array_merge(['columns' => $header], $this->storage_item_array);
+    }
+
     private function buildRow(Task $task)
     {
         $entity = [];
         $transformed_entity = $this->entity_transformer->transform($task);
 
         foreach (array_values($this->input['report_keys']) as $key) {
-            $keyval = array_search($key, $this->entity_keys);
 
-            if(!$keyval) {
+            $parts = explode('.', $key);
-                $keyval = array_search(str_replace("task.", "", $key), $this->entity_keys) ?? $key;
+
+            if (is_array($parts) && $parts[0] == 'task' && array_key_exists($parts[1], $transformed_entity)) {
+                $entity[$key] = $transformed_entity[$parts[1]];
+            } elseif (array_key_exists($key, $transformed_entity)) {
+                $entity[$key] = $transformed_entity[$key];
+            } else {
+                $entity[$key] = $this->resolveKey($key, $task, $this->entity_transformer);
             }
 
-            if(!$keyval) {
-                $keyval = $key;
-            }
-
-            if (array_key_exists($key, $transformed_entity)) {
-                $entity[$keyval] = $transformed_entity[$key];
-            } elseif (array_key_exists($keyval, $transformed_entity)) {
-                $entity[$keyval] = $transformed_entity[$keyval];
-            }
-            else {
-                $entity[$keyval] = $this->resolveKey($keyval, $task, $this->entity_transformer);
-            }
         }
 
-        $entity['start_date'] = '';
+        $entity['task.start_date'] = '';
-        $entity['end_date'] = '';
+        $entity['task.end_date'] = '';
-        $entity['duration'] = '';
+        $entity['task.duration'] = '';
-
 
         if (is_null($task->time_log) || (is_array(json_decode($task->time_log, 1)) && count(json_decode($task->time_log, 1)) == 0)) {
-            $this->csv->insertOne($entity);
+            $this->storage_array[] = $entity;
         } else {
             $this->iterateLogs($task, $entity);
         }
         
-        
     }
 
     private function iterateLogs(Task $task, array $entity)
@@ -163,39 +172,40 @@ class TaskExport extends BaseExport
 
         foreach ($logs as $key => $item) {
             if (in_array('task.start_date', $this->input['report_keys']) || in_array('start_date', $this->input['report_keys'])) {
-                $entity['start_date'] = Carbon::createFromTimeStamp($item[0])->setTimezone($timezone_name)->format($date_format_default);
+                $entity['task.start_date'] = Carbon::createFromTimeStamp($item[0])->setTimezone($timezone_name)->format($date_format_default);
             }
 
             if ((in_array('task.end_date', $this->input['report_keys']) || in_array('end_date', $this->input['report_keys'])) && $item[1] > 0) {
-                $entity['end_date'] = Carbon::createFromTimeStamp($item[1])->setTimezone($timezone_name)->format($date_format_default);
+                $entity['task.end_date'] = Carbon::createFromTimeStamp($item[1])->setTimezone($timezone_name)->format($date_format_default);
             }
 
             if ((in_array('task.end_date', $this->input['report_keys']) || in_array('end_date', $this->input['report_keys'])) && $item[1] == 0) {
-                $entity['end_date'] = ctrans('texts.is_running');
+                $entity['task.end_date'] = ctrans('texts.is_running');
             }
 
             if (in_array('task.duration', $this->input['report_keys']) || in_array('duration', $this->input['report_keys'])) {
-                $entity['duration'] = $task->calcDuration();
+                $entity['task.duration'] = $task->calcDuration();
             }
             
             $entity = $this->decorateAdvancedFields($task, $entity);
             
-            $this->csv->insertOne($entity);
+            $this->storage_array[] = $entity;
             
-            unset($entity['start_date']);
+            unset($entity['task.start_date']);
-            unset($entity['end_date']);
+            unset($entity['task.end_date']);
-            unset($entity['duration']);
+            unset($entity['task.duration']);
         }
+
     }
 
     private function decorateAdvancedFields(Task $task, array $entity) :array
     {
-        if (in_array('status_id', $this->input['report_keys'])) {
+        if (in_array('task.status_id', $this->input['report_keys'])) {
-            $entity['status'] = $task->status()->exists() ? $task->status->name : '';
+            $entity['task.status_id'] = $task->status()->exists() ? $task->status->name : '';
         }
 
-        if (in_array('project_id', $this->input['report_keys'])) {
+        if (in_array('task.project_id', $this->input['report_keys'])) {
-            $entity['project'] = $task->project()->exists() ? $task->project->name : '';
+            $entity['task.project_id'] = $task->project()->exists() ? $task->project->name : '';
         }
         
         return $entity;

app/Export/CSV/VendorExport.php

@@ -12,11 +12,12 @@
 namespace App\Export\CSV;
 
 use App\Libraries\MultiDB;
-use App\Models\Vendor;
 use App\Models\Company;
+use App\Models\Vendor;
 use App\Transformers\VendorContactTransformer;
 use App\Transformers\VendorTransformer;
 use App\Utils\Ninja;
+use Illuminate\Database\Eloquent\Builder;
 use Illuminate\Support\Facades\App;
 use League\Csv\Writer;
 
@@ -31,42 +32,6 @@ class VendorExport extends BaseExport
 
     public string $date_key = 'created_at';
 
-    public array $entity_keys = [
-        'address1' => 'vendor.address1',
-        'address2' => 'vendor.address2',
-        'city' => 'vendor.city',
-        'country' => 'vendor.country_id',
-        'custom_value1' => 'vendor.custom_value1',
-        'custom_value2' => 'vendor.custom_value2',
-        'custom_value3' => 'vendor.custom_value3',
-        'custom_value4' => 'vendor.custom_value4',
-        'id_number' => 'vendor.id_number',
-        'name' => 'vendor.name',
-        'number' => 'vendor.number',
-        'phone' => 'vendor.phone',
-        'postal_code' => 'vendor.postal_code',
-        'private_notes' => 'vendor.private_notes',
-        'public_notes' => 'vendor.public_notes',
-        'state' => 'vendor.state',
-        'vat_number' => 'vendor.vat_number',
-        'website' => 'vendor.website',
-        'currency' => 'vendor.currency',
-        'first_name' => 'vendor_contact.first_name',
-        'last_name' => 'vendor_contact.last_name',
-        'contact_phone' => 'vendor_contact.phone',
-        'contact_custom_value1' => 'vendor_contact.custom_value1',
-        'contact_custom_value2' => 'vendor_contact.custom_value2',
-        'contact_custom_value3' => 'vendor_contact.custom_value3',
-        'contact_custom_value4' => 'vendor_contact.custom_value4',
-        'email' => 'vendor_contact.email',
-        'status' => 'vendor.status'
-    ];
-
-    private array $decorate_keys = [
-        'vendor.country_id',
-        'vendor.currency',
-    ];
-
     public function __construct(Company $company, array $input)
     {
         $this->company = $company;
@@ -75,8 +40,9 @@ class VendorExport extends BaseExport
         $this->contact_transformer = new VendorContactTransformer();
     }
 
-    public function run()
+    public function init(): Builder
     {
+
         MultiDB::setDb($this->company->db);
         App::forgetInstance('translator');
         App::setLocale($this->company->locale());
@@ -87,19 +53,47 @@ class VendorExport extends BaseExport
         $this->csv = Writer::createFromString();
 
         if (count($this->input['report_keys']) == 0) {
-            $this->input['report_keys'] = array_values($this->entity_keys);
+            $this->input['report_keys'] = array_values($this->vendor_report_keys);
         }
         
+        $query = Vendor::query()->with('contacts')
+                        ->withTrashed()
+                        ->where('company_id', $this->company->id)
+                        ->where('is_deleted', 0);
+
+        $query = $this->addDateRange($query);
+
+        return $query;
+
+    }
+
+    public function returnJson()
+    {
+        $query = $this->init();
+
+        $headerdisplay = $this->buildHeader();
+
+        $header = collect($this->input['report_keys'])->map(function ($key, $value) use ($headerdisplay) {
+            return ['identifier' => $key, 'display_value' => $headerdisplay[$value]];
+        })->toArray();
+
+        $report = $query->cursor()
+                ->map(function ($resource) {
+                    $row = $this->buildRow($resource);
+                    return $this->processMetaData($row, $resource);
+                })->toArray();
+        
+        return array_merge(['columns' => $header], $report);
+    }
+
+    public function run()
+    {
+    
+        $query = $this->init();
+
         //insert the header
         $this->csv->insertOne($this->buildHeader());
 
-        $query = Vendor::query()->with('contacts')
-                                ->withTrashed()
-                                ->where('company_id', $this->company->id)
-                                ->where('is_deleted', 0);
-
-        $query = $this->addDateRange($query);
-
         $query->cursor()
               ->each(function ($vendor) {
                   $this->csv->insertOne($this->buildRow($vendor));
@@ -110,7 +104,7 @@ class VendorExport extends BaseExport
 
     private function buildRow(Vendor $vendor) :array
     {
-        $transformed_contact = [];
+        $transformed_contact = false;
 
         $transformed_vendor = $this->vendor_transformer->transform($vendor);
 
@@ -123,14 +117,12 @@ class VendorExport extends BaseExport
         foreach (array_values($this->input['report_keys']) as $key) {
             $parts = explode('.', $key);
 
-            $keyval = array_search($key, $this->entity_keys);
-
             if (is_array($parts) && $parts[0] == 'vendor' && array_key_exists($parts[1], $transformed_vendor)) {
-                $entity[$keyval] = $transformed_vendor[$parts[1]];
+                $entity[$key] = $transformed_vendor[$parts[1]];
-            } elseif (is_array($parts) && $parts[0] == 'vendor_contact' && array_key_exists($parts[1], $transformed_contact)) {
+            } elseif (is_array($parts) && $parts[0] == 'vendor_contact' && isset($transformed_contact[$parts[1]])) {
-                $entity[$keyval] = $transformed_contact[$parts[1]];
+                $entity[$key] = $transformed_contact[$parts[1]];
             } else {
-                $entity[$keyval] = '';
+                $entity[$key] = $this->resolveKey($key, $vendor, $this->vendor_transformer);
             }
         }
 
@@ -147,7 +139,11 @@ class VendorExport extends BaseExport
             $entity['currency'] = $vendor->currency() ? $vendor->currency()->code : $vendor->company->currency()->code;
         }
 
-        $entity['status'] = $this->calculateStatus($vendor);
+        if (in_array('vendor.classification', $this->input['report_keys']) && isset($vendor->classification)) {
+            $entity['vendor.classification'] = ctrans("texts.{$vendor->classification}") ?? '';
+        }
+
+        // $entity['status'] = $this->calculateStatus($vendor);
 
         return $entity;
     }

app/Factory/BankIntegrationFactory.php

@@ -30,6 +30,7 @@ class BankIntegrationFactory
         $bank_integration->bank_account_type = '';
         $bank_integration->balance = 0;
         $bank_integration->currency = '';
+        $bank_integration->auto_sync = 1;
         
         return $bank_integration;
     }

app/Factory/ClientFactory.php

@@ -32,6 +32,7 @@ class ClientFactory
         $client->is_deleted = 0;
         $client->client_hash = Str::random(40);
         $client->settings = ClientSettings::defaults();
+        $client->classification = '';
         
         return $client;
     }

app/Factory/CompanyFactory.php

@@ -11,13 +11,13 @@
 
 namespace App\Factory;
 
-use App\Utils\Ninja;
-use App\Models\Company;
-use App\Libraries\MultiDB;
-use App\Utils\Traits\MakesHash;
-use App\DataMapper\Tax\TaxModel;
-use App\DataMapper\CompanySettings;
 use App\DataMapper\ClientRegistrationFields;
+use App\DataMapper\CompanySettings;
+use App\DataMapper\Tax\TaxModel;
+use App\Libraries\MultiDB;
+use App\Models\Company;
+use App\Utils\Ninja;
+use App\Utils\Traits\MakesHash;
 
 class CompanyFactory
 {

app/Factory/InvoiceItemFactory.php

@@ -63,7 +63,7 @@ class InvoiceItemFactory
             $item->line_total = $item->quantity * $item->cost;
             $item->is_amount_discount = true;
             $item->discount = $faker->numberBetween(1, 10);
-            $item->notes = str_replace(['"',"'"],['',""], $faker->realText(20));
+            $item->notes = str_replace(['"',"'"], ['',""], $faker->realText(20));
             $item->product_key = $faker->word();
             // $item->custom_value1 = $faker->realText(10);
             // $item->custom_value2 = $faker->realText(10);

app/Factory/ProductFactory.php

@@ -34,7 +34,7 @@ class ProductFactory
         $product->custom_value2 = '';
         $product->custom_value3 = '';
         $product->custom_value4 = '';
-        $product->is_deleted = 0;
+        $product->is_deleted = false;
         $product->tax_id = 1;
         
         return $product;

app/Factory/ProjectFactory.php

@@ -20,7 +20,6 @@ class ProjectFactory
         $project = new Project;
         $project->company_id = $company_id;
         $project->user_id = $user_id;
-
         $project->public_notes = '';
         $project->private_notes = '';
         $project->budgeted_hours = 0;
@@ -30,7 +29,7 @@ class ProjectFactory
         $project->custom_value2 = '';
         $project->custom_value3 = '';
         $project->custom_value4 = '';
-        $project->is_deleted = 0;
+        $project->is_deleted = false;
 
         return $project;
     }

app/Factory/RecurringExpenseFactory.php

@@ -34,7 +34,9 @@ class RecurringExpenseFactory
         $recurring_expense->tax_amount1 = 0;
         $recurring_expense->tax_amount2 = 0;
         $recurring_expense->tax_amount3 = 0;
-        $recurring_expense->date = null;
+        $recurring_expense->date = now()->format('Y-m-d');
+        $recurring_expense->next_send_date = now()->format('Y-m-d');
+        $recurring_expense->next_send_date_client = now()->format('Y-m-d');
         $recurring_expense->payment_date = null;
         $recurring_expense->amount = 0;
         $recurring_expense->foreign_amount = 0;
@@ -47,6 +49,7 @@ class RecurringExpenseFactory
         $recurring_expense->custom_value4 = '';
         $recurring_expense->uses_inclusive_taxes = true;
         $recurring_expense->calculate_tax_by_amount = true;
+        $recurring_expense->remaining_cycles = -1;
 
         return $recurring_expense;
     }

app/Factory/RecurringExpenseToExpenseFactory.php

@@ -248,10 +248,10 @@ class RecurringExpenseToExpenseFactory
                     $final_date = now()->addMonths($output-now()->month);
 
                     $output =    \sprintf(
-                            '%s %s',
+                        '%s %s',
-                            $final_date->translatedFormat('F'),
+                        $final_date->translatedFormat('F'),
-                            $final_date->year,
+                        $final_date->year,
-                        );
+                    );
                 }
 
                 $value = preg_replace(

app/Factory/UserFactory.php

@@ -28,6 +28,7 @@ class UserFactory
         $user->failed_logins = 0;
         $user->signature = '';
         $user->theme_id = 0;
+        $user->user_logged_in_notification = true;
 
         return $user;
     }

app/Factory/VendorFactory.php

@@ -28,6 +28,7 @@ class VendorFactory
         $vendor->country_id = 4;
         $vendor->is_deleted = 0;
         $vendor->vendor_hash = Str::random(40);
+        // $vendor->classification = '';
 
         return $vendor;
     }

app/Filters/BankTransactionFilters.php

@@ -53,19 +53,19 @@ class BankTransactionFilters extends QueryFilters
     }
 
 
-/**
+    /**
-     * Filter based on client status.
+         * Filter based on client status.
-     *
+         *
-     * Statuses we need to handle
+         * Statuses we need to handle
-     * - all
+         * - all
-     * - unmatched
+         * - unmatched
-     * - matched
+         * - matched
-     * - converted
+         * - converted
-     * - deposits
+         * - deposits
-     * - withdrawals
+         * - withdrawals
-     *
+         *
-     * @return Builder
+         * @return Builder
-     */
+         */
     public function client_status(string $value = ''): Builder
     {
         if (strlen($value) == 0) {

app/Filters/CreditFilters.php

@@ -48,6 +48,10 @@ class CreditFilters extends QueryFilters
             $credit_filters[] = Credit::STATUS_DRAFT;
         }
         
+        if (in_array('sent', $status_parameters)) {
+            $credit_filters[] = Credit::STATUS_SENT;
+        }
+
         if (in_array('partial', $status_parameters)) {
             $credit_filters[] = Credit::STATUS_PARTIAL;
         }
@@ -97,6 +101,21 @@ class CreditFilters extends QueryFilters
         });
     }
 
+    public function applicable(string $value = ''): Builder
+    {
+        if (strlen($value) == 0) {
+            return $this->builder;
+        }
+        
+        return $this->builder->where(function ($query){
+                        $query->whereIn('status_id', [Credit::STATUS_SENT, Credit::STATUS_PARTIAL])
+                              ->where('balance', '>', 0)
+                              ->where(function ($q){
+                                $q->whereNull('due_date')->orWhere('due_date', '>', now());
+                              });
+                            });
+    }
+
     public function number(string $number = ''): Builder
     {
         if (strlen($number) == 0) {
@@ -144,7 +163,7 @@ class CreditFilters extends QueryFilters
             return $this->builder->company();
         }
 
-//            return $this->builder->whereCompanyId(auth()->user()->company()->id);
+        //            return $this->builder->whereCompanyId(auth()->user()->company()->id);
     }
 
     /**

app/Filters/DesignFilters.php

@@ -77,7 +77,7 @@ class DesignFilters extends QueryFilters
         /** @var \App\Models\User $user */
         $user = auth()->user();
 
-        return  $this->builder->where(function ($query) use($user){
+        return  $this->builder->where(function ($query) use ($user) {
             $query->where('company_id', $user->company()->id)->orWhere('company_id', null)->orderBy('id', 'asc');
         });
     }

app/Filters/ExpenseFilters.php

@@ -40,8 +40,11 @@ class ExpenseFilters extends QueryFilters
                 ->orWhere('custom_value3', 'like', '%'.$filter.'%')
                 ->orWhere('custom_value4', 'like', '%'.$filter.'%')
                 ->orWhereHas('category', function ($q) use ($filter) {
-                              $q->where('name', 'like', '%'.$filter.'%');
+                    $q->where('name', 'like', '%'.$filter.'%');
-                          });
+                })
+                ->orWhereHas('vendor', function ($q) use ($filter) {
+                    $q->where('name', 'like', '%'.$filter.'%');
+                });
         });
     }
 
@@ -125,9 +128,9 @@ class ExpenseFilters extends QueryFilters
 
             $search_key = $split[0] == 'client' ? 'client_id' : 'project_id';
 
-            return $this->builder->whereHas('invoice', function ($query) use ($search_key, $split){
+            return $this->builder->whereHas('invoice', function ($query) use ($search_key, $split) {
-                        $query->where($search_key, $this->decodePrimaryKey($split[1]))
+                $query->where($search_key, $this->decodePrimaryKey($split[1]))
-                              ->whereIn('status_id', [\App\Models\Invoice::STATUS_DRAFT, \App\Models\Invoice::STATUS_SENT, \App\Models\Invoice::STATUS_PARTIAL]);
+                      ->whereIn('status_id', [\App\Models\Invoice::STATUS_DRAFT, \App\Models\Invoice::STATUS_SENT, \App\Models\Invoice::STATUS_PARTIAL]);
             });
         }
 

app/Filters/GroupSettingFilters.php

@@ -25,7 +25,8 @@ class GroupSettingFilters extends QueryFilters
      * @return Builder
      */
     public function name(string $name = ''): Builder
-    {nlog("filter");
+    {
+        
         if (strlen($name) == 0) {
             return $this->builder;
         }

app/Filters/InvoiceFilters.php

@@ -11,14 +11,13 @@
 
 namespace App\Filters;
 
-use RuntimeException;
 use App\Models\Client;
 use App\Models\Invoice;
-use App\Filters\QueryFilters;
-use InvalidArgumentException;
-use Illuminate\Support\Carbon;
 use App\Utils\Traits\MakesHash;
 use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Carbon;
+use InvalidArgumentException;
+use RuntimeException;
 
 /**
  * InvoiceFilters.
@@ -241,15 +240,13 @@ class InvoiceFilters extends QueryFilters
             return $this->builder;
         }
 
-        try{
+        try {
 
             $start_date = Carbon::parse($parts[1]);
             $end_date = Carbon::parse($parts[2]);
 
             return $this->builder->whereBetween($parts[0], [$start_date, $end_date]);
-        }
+        } catch(\Exception $e) {
-        
-        catch(\Exception $e){
             return $this->builder;
         }
 

app/Filters/PaymentFilters.php

@@ -12,9 +12,8 @@
 namespace App\Filters;
 
 use App\Models\Payment;
-use Illuminate\Support\Carbon;
 use Illuminate\Database\Eloquent\Builder;
-use Illuminate\Contracts\Database\Eloquent\Builder as EloquentBuilder;
+use Illuminate\Support\Carbon;
 
 /**
  * PaymentFilters.
@@ -37,39 +36,39 @@ class PaymentFilters extends QueryFilters
         return  $this->builder->where(function ($query) use ($filter) {
             $query->where('amount', 'like', '%'.$filter.'%')
                           ->orWhere('date', 'like', '%'.$filter.'%')
-                          ->orWhere('number','like', '%'.$filter.'%')
+                          ->orWhere('number', 'like', '%'.$filter.'%')
                           ->orWhere('transaction_reference', 'like', '%'.$filter.'%')
                           ->orWhere('custom_value1', 'like', '%'.$filter.'%')
                           ->orWhere('custom_value2', 'like', '%'.$filter.'%')
                           ->orWhere('custom_value3', 'like', '%'.$filter.'%')
                           ->orWhere('custom_value4', 'like', '%'.$filter.'%')
                           ->orWhereHas('client', function ($q) use ($filter) {
-                                $q->where('name', 'like', '%'.$filter.'%');
+                              $q->where('name', 'like', '%'.$filter.'%');
-                            })
+                          })
                             ->orWhereHas('client.contacts', function ($q) use ($filter) {
-                              $q->where('first_name', 'like', '%'.$filter.'%')
+                                $q->where('first_name', 'like', '%'.$filter.'%')
-                                ->orWhere('last_name', 'like', '%'.$filter.'%')
+                                  ->orWhere('last_name', 'like', '%'.$filter.'%')
-                                ->orWhere('email', 'like', '%'.$filter.'%');
+                                  ->orWhere('email', 'like', '%'.$filter.'%');
-                          });
+                            });
         });
     }
 
 
- /**
+    /**
-     * Filter based on client status.
+        * Filter based on client status.
-     *
+        *
-     * Statuses we need to handle
+        * Statuses we need to handle
-     * - all
+        * - all
-     * - pending
+        * - pending
-     * - cancelled
+        * - cancelled
-     * - failed
+        * - failed
-     * - completed
+        * - completed
-     * - partially refunded
+        * - partially refunded
-     * - refunded
+        * - refunded
-     *
+        *
-     * @param string $value The payment status as seen by the client
+        * @param string $value The payment status as seen by the client
-     * @return Builder
+        * @return Builder
-     */
+        */
     public function client_status(string $value = ''): Builder
     {
         if (strlen($value) == 0) {
@@ -114,7 +113,7 @@ class PaymentFilters extends QueryFilters
             }
 
             if(in_array('partially_unapplied', $status_parameters)) {
-                $query->where('amount', '>', 'applied')->where('refunded', 0);
+                $query->whereColumn('amount', '>', 'applied')->where('refunded', 0);
             }
         });
 
@@ -190,15 +189,13 @@ class PaymentFilters extends QueryFilters
             return $this->builder;
         }
 
-        try{
+        try {
 
             $start_date = Carbon::parse($parts[1]);
             $end_date = Carbon::parse($parts[2]);
 
             return $this->builder->whereBetween($parts[0], [$start_date, $end_date]);
-        }
+        } catch(\Exception $e) {
-        
-        catch(\Exception $e){
             return $this->builder;
         }
 

app/Filters/PurchaseOrderFilters.php

@@ -145,7 +145,7 @@ class PurchaseOrderFilters extends QueryFilters
             return $this->builder->company();
         }
 
-//            return $this->builder->whereCompanyId(auth()->user()->company()->id);
+        //            return $this->builder->whereCompanyId(auth()->user()->company()->id);
     }
 
     /**

app/Filters/QuoteFilters.php

@@ -42,10 +42,10 @@ class QuoteFilters extends QueryFilters
                       $q->where('name', 'like', '%'.$filter.'%');
                   })
                   ->orWhereHas('client.contacts', function ($q) use ($filter) {
-                              $q->where('first_name', 'like', '%'.$filter.'%')
+                      $q->where('first_name', 'like', '%'.$filter.'%')
-                                ->orWhere('last_name', 'like', '%'.$filter.'%')
+                        ->orWhere('last_name', 'like', '%'.$filter.'%')
-                                ->orWhere('email', 'like', '%'.$filter.'%');
+                        ->orWhere('email', 'like', '%'.$filter.'%');
-                          });
+                  });
         });
     }
 
@@ -112,6 +112,12 @@ class QuoteFilters extends QueryFilters
                       ->orderBy('due_date', 'DESC');
                 });
             }
+
+            if(in_array('converted', $status_parameters)) {
+                $query->orWhere(function ($q) {
+                    $q->whereNotNull('invoice_id');
+                });
+            }
         });
 
         return $this->builder;
@@ -140,7 +146,7 @@ class QuoteFilters extends QueryFilters
             return $this->builder;
         }
 
-        if($sort_col[0] == 'client_id'){
+        if($sort_col[0] == 'client_id') {
 
             return $this->builder->orderBy(\App\Models\Client::select('name')
                     ->whereColumn('clients.id', 'quotes.client_id'), $sort_col[1]);

app/Filters/RecurringInvoiceFilters.php

@@ -34,20 +34,20 @@ class RecurringInvoiceFilters extends QueryFilters
         }
 
         return  $this->builder->where(function ($query) use ($filter) {
-              $query->where('date', 'like', '%'.$filter.'%')
+            $query->where('date', 'like', '%'.$filter.'%')
-                    ->orWhere('amount', 'like', '%'.$filter.'%')
+                  ->orWhere('amount', 'like', '%'.$filter.'%')
-                    ->orWhere('custom_value1', 'like', '%'.$filter.'%')
+                  ->orWhere('custom_value1', 'like', '%'.$filter.'%')
-                    ->orWhere('custom_value2', 'like', '%'.$filter.'%')
+                  ->orWhere('custom_value2', 'like', '%'.$filter.'%')
-                    ->orWhere('custom_value3', 'like', '%'.$filter.'%')
+                  ->orWhere('custom_value3', 'like', '%'.$filter.'%')
-                    ->orWhere('custom_value4', 'like', '%'.$filter.'%')
+                  ->orWhere('custom_value4', 'like', '%'.$filter.'%')
-                    ->orWhereHas('client', function ($q) use ($filter) {
+                  ->orWhereHas('client', function ($q) use ($filter) {
-                        $q->where('name', 'like', '%'.$filter.'%');
+                      $q->where('name', 'like', '%'.$filter.'%');
-                    })
+                  })
-                    ->orWhereHas('client.contacts', function ($q) use ($filter) {
+                  ->orWhereHas('client.contacts', function ($q) use ($filter) {
-                              $q->where('first_name', 'like', '%'.$filter.'%')
+                      $q->where('first_name', 'like', '%'.$filter.'%')
-                                ->orWhere('last_name', 'like', '%'.$filter.'%')
+                        ->orWhere('last_name', 'like', '%'.$filter.'%')
-                                ->orWhere('email', 'like', '%'.$filter.'%');
+                        ->orWhere('email', 'like', '%'.$filter.'%');
-                          });
+                  });
         });
     }
 

app/Filters/TaskFilters.php

@@ -41,16 +41,16 @@ class TaskFilters extends QueryFilters
                           ->orWhere('custom_value3', 'like', '%'.$filter.'%')
                           ->orWhere('custom_value4', 'like', '%'.$filter.'%')
                           ->orWhereHas('project', function ($q) use ($filter) {
-                                $q->where('name', 'like', '%'.$filter.'%');
+                              $q->where('name', 'like', '%'.$filter.'%');
-                            })
+                          })
                           ->orWhereHas('client', function ($q) use ($filter) {
-                                $q->where('name', 'like', '%'.$filter.'%');
+                              $q->where('name', 'like', '%'.$filter.'%');
-                            })
+                          })
                             ->orWhereHas('client.contacts', function ($q) use ($filter) {
-                              $q->where('first_name', 'like', '%'.$filter.'%')
+                                $q->where('first_name', 'like', '%'.$filter.'%')
-                                ->orWhere('last_name', 'like', '%'.$filter.'%')
+                                  ->orWhere('last_name', 'like', '%'.$filter.'%')
-                                ->orWhere('email', 'like', '%'.$filter.'%');
+                                  ->orWhere('email', 'like', '%'.$filter.'%');
-                          });
+                            });
         });
     }
 
@@ -60,6 +60,7 @@ class TaskFilters extends QueryFilters
      * Statuses we need to handle
      * - all
      * - invoiced
+     * - uninvoiced
      *
      * @param string $value The invoice status as seen by the client
      * @return Builder
@@ -80,6 +81,10 @@ class TaskFilters extends QueryFilters
             $this->builder->whereNotNull('invoice_id');
         }
 
+        if (in_array('uninvoiced', $status_parameters)) {
+            $this->builder->whereNull('invoice_id');
+        }
+
         return $this->builder;
     }
 
@@ -136,8 +141,13 @@ class TaskFilters extends QueryFilters
 
         $status_parameters = explode(',', $value);
 
-        if(count($status_parameters) >= 1)
+        if(count($status_parameters) >= 1) {
-            $this->builder->whereIn('status_id', $this->transformKeys($status_parameters));
+
+            $this->builder->where(function ($query) use ($status_parameters) {
+                $query->whereIn('status_id', $this->transformKeys($status_parameters))->whereNull('invoice_id');
+            });
+
+        }
 
         return $this->builder;
     }

app/Filters/UserFilters.php

@@ -130,4 +130,42 @@ class UserFilters extends QueryFilters
             $query->whereNotIn('id', $user_array);
         });
     }
+
+    /**
+     * Filters the list based on the status
+     * archived, active, deleted.
+     *
+     * @param string $filter
+     * @return Builder
+     */
+    public function status(string $filter = ''): Builder
+    {
+
+
+        if (strlen($filter) == 0) {
+            return $this->builder;
+        }
+
+        $filters = explode(',', $filter);
+
+        return $this->builder->where(function ($query) use ($filters) {
+
+            /** @var \App\Models\User $user */
+            $user = auth()->user();
+
+            if (in_array(self::STATUS_ACTIVE, $filters)) {
+                $query->orWhereNull('deleted_at');
+            }
+
+            if (in_array(self::STATUS_ARCHIVED, $filters)) {
+                $query->orWhereNotNull('deleted_at')->where('is_deleted', 0);
+            }
+
+            if (in_array(self::STATUS_DELETED, $filters)) {
+                $query->orWhere('is_deleted', 1);
+            }
+        });
+    }
+
+
 }

app/Helpers/Bank/Yodlee/DTO/AccountSummary.php

@@ -11,10 +11,9 @@
 
 namespace App\Helpers\Bank\Yodlee\DTO;
 
-use Spatie\LaravelData\Data;
-use Spatie\LaravelData\Attributes\MapInputName;
-use Spatie\LaravelData\Attributes\MapOutputName;
 use Illuminate\Support\Collection;
+use Spatie\LaravelData\Attributes\MapInputName;
+use Spatie\LaravelData\Data;
 
 /**
  * [
@@ -72,40 +71,40 @@ use Illuminate\Support\Collection;
  */
 class AccountSummary extends Data
 {
-        public ?int $id;
+    public ?int $id;
 
-        #[MapInputName('CONTAINER')]
+    #[MapInputName('CONTAINER')]
-        public ?string $account_type = ''; 
+    public ?string $account_type = '';
         
-        #[MapInputName('accountName')]
+    #[MapInputName('accountName')]
-        public ?string $account_name = ''; 
+    public ?string $account_name = '';
 
-        #[MapInputName('accountStatus')]
+    #[MapInputName('accountStatus')]
-        public ?string $account_status = ''; 
+    public ?string $account_status = '';
 
-        #[MapInputName('accountNumber')]
+    #[MapInputName('accountNumber')]
-        public ?string $account_number = '';
+    public ?string $account_number = '';
 
-        #[MapInputName('providerAccountId')]
+    #[MapInputName('providerAccountId')]
-        public int $provider_account_id; 
+    public int $provider_account_id;
 
-        #[MapInputName('providerId')]
+    #[MapInputName('providerId')]
-        public ?string $provider_id = '';
+    public ?string $provider_id = '';
 
-        #[MapInputName('providerName')]
+    #[MapInputName('providerName')]
-        public ?string $provider_name = ''; 
+    public ?string $provider_name = '';
 
-        public ?string $nickname = ''; 
+    public ?string $nickname = '';
         
-        public ?float $current_balance = 0;         
+    public ?float $current_balance = 0;
-        public ?string $account_currency = '';
+    public ?string $account_currency = '';
 
-        public static function prepareForPipeline(Collection $properties) : Collection
+    public static function prepareForPipeline(Collection $properties) : Collection
-        {
+    {
             
-            $properties->put('current_balance', $properties['currentBalance']['amount'] ?? 0);
+        $properties->put('current_balance', $properties['currentBalance']['amount'] ?? 0);
-            $properties->put('account_currency', $properties['currentBalance']['currency'] ?? 0);
+        $properties->put('account_currency', $properties['currentBalance']['currency'] ?? 0);
 
-            return $properties;
+        return $properties;
-        }
+    }
 }

app/Helpers/Bank/Yodlee/Transformer/AccountTransformer.php

@@ -88,20 +88,19 @@ class AccountTransformer implements AccountTransformerInterface
         if(property_exists($account, 'currentBalance')) {
             $current_balance = $account->currentBalance->amount ?? 0;
             $account_currency = $account->currentBalance->currency ?? '';
-        }
+        } elseif(property_exists($account, 'balance')) {
-        elseif(property_exists($account, 'balance')){
             $current_balance = $account->balance->amount ?? 0;
             $account_currency = $account->balance->currency ?? '';
         }
 
         $account_status = $account->accountStatus;
 
-        if(property_exists($account, 'dataset')){
+        if(property_exists($account, 'dataset')) {
             $dataset = $account->dataset[0];
             $status = false;
             $update = false;
 
-            match($dataset->additionalStatus ?? ''){
+            match($dataset->additionalStatus ?? '') {
                 'LOGIN_IN_PROGRESS' => $status =  'Data retrieval in progress.',
                 'USER_INPUT_REQUIRED' => $status =  'Please reconnect your account, authentication required.',
                 'LOGIN_SUCCESS' => $status =  'Data retrieval in progress',
@@ -116,21 +115,20 @@ class AccountTransformer implements AccountTransformerInterface
                 default => $status = false
             };
 
-            if($status){
+            if($status) {
                 $account_status = $status;
             }
 
-            match($dataset->updateEligibility ?? ''){
+            match($dataset->updateEligibility ?? '') {
                 'ALLOW_UPDATE' => $update = 'Account connection stable.',
                 'ALLOW_UPDATE_WITH_CREDENTIALS' => $update = 'Please reconnect your account with updated credentials.',
                 'DISALLOW_UPDATE' => $update = 'Update not available due to technical issues.',
                 default => $update = false,
             };
 
-            if($status && $update){
+            if($status && $update) {
                 $account_status = $status . ' - ' . $update;
-            }
+            } elseif($update) {
-            elseif($update){
                 $account_status = $update;
             }
 
@@ -140,7 +138,7 @@ class AccountTransformer implements AccountTransformerInterface
             'id' => $account->id,
             'account_type' => $account->CONTAINER,
             // 'account_name' => $account->accountName,
-            'account_name' => property_exists($account, 'accountName') ? $account->accountName : $account->nickname,
+            'account_name' => property_exists($account, 'accountName') ? $account->accountName : ($account->nickname ?? 'Unknown Account'),
             'account_status' => $account_status,
             'account_number' => property_exists($account, 'accountNumber') ? '**** ' . substr($account?->accountNumber, -7) : '',
             'provider_account_id' => $account->providerAccountId,

app/Helpers/Bank/Yodlee/Transformer/IncomeTransformer.php

@@ -127,12 +127,14 @@ class IncomeTransformer implements BankRevenueInterface
 
         foreach ($transaction->transaction as $transaction) {
             //do not store duplicate / pending transactions
-            if (property_exists($transaction, 'status') && $transaction->status == 'PENDING')
+            if (property_exists($transaction, 'status') && $transaction->status == 'PENDING') {
                 continue;
+            }
 
             //some object do no store amounts ignore these
-            if(!property_exists($transaction, 'amount'))
+            if(!property_exists($transaction, 'amount')) {
                 continue;
+            }
 
             $data[] = $this->transformTransaction($transaction);
         }

app/Helpers/Bank/Yodlee/Yodlee.php

@@ -356,12 +356,12 @@ class Yodlee
      * SUCCESS	 	 	All accounts under the provider was added or updated successfully.
      */
 
-     /**
+    /**
-     * updateEligibility
+    * updateEligibility
-     * 
+    *
-     * ALLOW_UPDATE	                       The status indicates that the account is eligible for the next update and applies to both MFA and non-MFA accounts. For MFA-based accounts, the user may have to provide the MFA details during account refresh.
+    * ALLOW_UPDATE	                       The status indicates that the account is eligible for the next update and applies to both MFA and non-MFA accounts. For MFA-based accounts, the user may have to provide the MFA details during account refresh.
-     * ALLOW_UPDATE_WITH_CREDENTIALS	The status indicates updating or refreshing the account by directing the user to edit the provided credentials.
+    * ALLOW_UPDATE_WITH_CREDENTIALS	The status indicates updating or refreshing the account by directing the user to edit the provided credentials.
-     * DISALLOW_UPDATE	                The status indicates the account is not eligible for the update or refresh process due to a site issue or a technical error.
+    * DISALLOW_UPDATE	                The status indicates the account is not eligible for the update or refresh process due to a site issue or a technical error.
-     */
+    */
 
 }

app/Helpers/Epc/EpcQrGenerator.php

@@ -15,6 +15,7 @@ use App\Models\Company;
 use App\Models\Invoice;
 use App\Models\RecurringInvoice;
 use App\Utils\Ninja;
+use BaconQrCode\Exception\InvalidArgumentException;
 use BaconQrCode\Renderer\Image\SvgImageBackEnd;
 use BaconQrCode\Renderer\ImageRenderer;
 use BaconQrCode\Renderer\RendererStyle\RendererStyle;
@@ -41,22 +42,34 @@ class EpcQrGenerator
 
     public function getQrCode()
     {
-        $renderer = new ImageRenderer(
+        $qr = '';
-            new RendererStyle(200),
-            new SvgImageBackEnd()
-        );
-        $writer = new Writer($renderer);
-
-        $this->validateFields();
         
         try {
+            $renderer = new ImageRenderer(
+                new RendererStyle(200),
+                new SvgImageBackEnd()
+            );
+            $writer = new Writer($renderer);
+
+            $this->validateFields();
+
             $qr = $writer->writeString($this->encodeMessage(), 'utf-8');
+
+            return "<svg viewBox='0 0 200 200' width='200' height='200' x='0' y='0' xmlns='http://www.w3.org/2000/svg'>
+          <rect x='0' y='0' width='100%'' height='100%' />{$qr}</svg>";
+
         } catch(\Throwable $e) {
+            nlog("EPC QR failure => ".$e->getMessage());
+            return '';
+        } catch(\Exception $e) {
+            nlog("EPC QR failure => ".$e->getMessage());
+            return '';
+        } catch(InvalidArgumentException $e) {
+            nlog("EPC QR failure => ".$e->getMessage());
             return '';
         }
         
-        return "<svg viewBox='0 0 200 200' width='200' height='200' x='0' y='0' xmlns='http://www.w3.org/2000/svg'>
+       
-          <rect x='0' y='0' width='100%'' height='100%' />{$qr}</svg>";
     }
 
     public function encodeMessage()
@@ -86,6 +99,7 @@ class EpcQrGenerator
         if (Ninja::isSelfHost() && isset($this->company?->custom_fields?->company1)) {
             nlog('The IBAN field is required');
         }
+
     }
 
     private function formatMoney($value)

app/Helpers/Invoice/InvoiceItemSum.php

@@ -11,16 +11,16 @@
 
 namespace App\Helpers\Invoice;
 
-use App\Models\Quote;
+use App\DataMapper\BaseSettings;
+use App\DataMapper\InvoiceItem;
+use App\DataMapper\Tax\RuleInterface;
 use App\Models\Client;
 use App\Models\Credit;
 use App\Models\Invoice;
 use App\Models\PurchaseOrder;
-use App\Models\RecurringQuote;
+use App\Models\Quote;
-use App\DataMapper\InvoiceItem;
-use App\DataMapper\BaseSettings;
 use App\Models\RecurringInvoice;
-use App\DataMapper\Tax\RuleInterface;
+use App\Models\RecurringQuote;
 use App\Utils\Traits\NumberFormatter;
 
 class InvoiceItemSum
@@ -125,7 +125,7 @@ class InvoiceItemSum
 
     private RuleInterface $rule;
 
-    public function __construct( RecurringInvoice | Invoice | Quote | Credit | PurchaseOrder | RecurringQuote $invoice)
+    public function __construct(RecurringInvoice | Invoice | Quote | Credit | PurchaseOrder | RecurringQuote $invoice)
     {
         $this->tax_collection = collect([]);
 
@@ -144,7 +144,7 @@ class InvoiceItemSum
 
     public function process(): self
     {
-        if (!$this->invoice->line_items || !is_array($this->invoice->line_items)) {
+        if (!$this->invoice->line_items || !is_iterable($this->invoice->line_items)) {
             $this->items = [];
             return $this;
         }
@@ -175,14 +175,15 @@ class InvoiceItemSum
             return $this;
         }
         
-        if (in_array($this->client->company->country()->iso_3166_2, $this->tax_jurisdictions) ) { //only calculate for supported tax jurisdictions
+        if (in_array($this->client->company->country()->iso_3166_2, $this->tax_jurisdictions)) { //only calculate for supported tax jurisdictions
             
             $class = "App\DataMapper\Tax\\".$this->client->company->country()->iso_3166_2."\\Rule";
 
             $this->rule = new $class();
 
-        if($this->rule->regionWithNoTaxCoverage($this->client->country->iso_3166_2))
+            if($this->rule->regionWithNoTaxCoverage($this->client->country->iso_3166_2)) {
-            return $this;
+                return $this;
+            }
 
             $this->rule
                  ->setEntity($this->invoice)
@@ -391,15 +392,20 @@ class InvoiceItemSum
     {
         $this->setGroupedTaxes(collect([]));
 
-        $item_tax = 0;
+        foreach ($this->line_items as $key => $this->item) {
-
-        foreach ($this->line_items as $this->item) {
             if ($this->item->line_total == 0) {
                 continue;
             }
             
-            //$amount = $this->item->line_total - ($this->item->line_total * ($this->invoice->discount / $this->sub_total));
+            $item_tax = 0;
-            $amount = ($this->sub_total > 0) ? $this->item->line_total - ($this->item->line_total * ($this->invoice->discount / $this->sub_total)) : 0;
+
+            try {
+                $amount = $this->item->line_total - ($this->item->line_total * ($this->invoice->discount / $this->sub_total));
+            } catch(\DivisionByZeroError $e) {
+                $amount = $this->item->line_total;
+            }
+
+            //$amount = ($this->sub_total > 0) ? $this->item->line_total - ($this->invoice->discount * ($this->item->line_total / $this->sub_total)) : 0;
             
             $item_tax_rate1_total = $this->calcAmountLineTax($this->item->tax_rate1, $amount);
 
@@ -424,9 +430,19 @@ class InvoiceItemSum
             if ($item_tax_rate3_total != 0) {
                 $this->groupTax($this->item->tax_name3, $this->item->tax_rate3, $item_tax_rate3_total);
             }
+
+            $this->item->gross_line_total = $this->getLineTotal() + $item_tax;
+            $this->item->tax_amount = $item_tax;
+
+            $this->line_items[$key] = $this->item;
+
+            $this->setTotalTaxes($this->getTotalTaxes() + $item_tax);
+
         }
 
-        $this->setTotalTaxes($item_tax);
+        
+
+        return $this;
     }
 
     /**

app/Helpers/Invoice/InvoiceItemSumInclusive.php

@@ -11,14 +11,14 @@
 
 namespace App\Helpers\Invoice;
 
-use App\Models\Quote;
+use App\DataMapper\Tax\RuleInterface;
 use App\Models\Client;
 use App\Models\Credit;
 use App\Models\Invoice;
 use App\Models\PurchaseOrder;
-use App\Models\RecurringQuote;
+use App\Models\Quote;
 use App\Models\RecurringInvoice;
-use App\DataMapper\Tax\RuleInterface;
+use App\Models\RecurringQuote;
 use App\Utils\Traits\NumberFormatter;
 
 class InvoiceItemSumInclusive
@@ -131,8 +131,7 @@ class InvoiceItemSumInclusive
 
     public function process()
     {
-        if (! $this->invoice->line_items || ! is_array($this->invoice->line_items) || count($this->invoice->line_items) == 0) {
+        if (!$this->invoice->line_items || ! is_iterable($this->invoice->line_items) || count($this->invoice->line_items) == 0) {
-
             return $this;
         }
 
@@ -349,15 +348,17 @@ class InvoiceItemSumInclusive
     {
         $this->setGroupedTaxes(collect([]));
 
-        $item_tax = 0;
 
         foreach ($this->line_items as $this->item) {
             if ($this->sub_total == 0) {
                 $amount = $this->item->line_total;
             } else {
-                $amount = $this->item->line_total - ($this->item->line_total * ($this->invoice->discount / $this->sub_total));
+                $amount = $this->item->line_total - ($this->invoice->discount * ($this->item->line_total / $this->sub_total));
+                // $amount = $this->item->line_total - ($this->item->line_total * ($this->invoice->discount / $this->sub_total));
             }
             
+            $item_tax = 0;
+
             $item_tax_rate1_total = $this->calcInclusiveLineTax($this->item->tax_rate1, $amount);
 
             $item_tax += $item_tax_rate1_total;
@@ -381,9 +382,17 @@ class InvoiceItemSumInclusive
             if ($item_tax_rate3_total != 0) {
                 $this->groupTax($this->item->tax_name3, $this->item->tax_rate3, $item_tax_rate3_total);
             }
+
+            $this->setTotalTaxes($this->getTotalTaxes() + $item_tax);
+            $this->item->gross_line_total = $this->getLineTotal();
+            
+            $this->item->tax_amount = $item_tax;
+
         }
 
-        $this->setTotalTaxes($item_tax);
+        return $this;
+
+        // $this->setTotalTaxes($item_tax);
     }
 
 
@@ -395,14 +404,15 @@ class InvoiceItemSumInclusive
             return $this;
         }
         
-        if (in_array($this->client->company->country()->iso_3166_2, $this->tax_jurisdictions) ) { //only calculate for supported tax jurisdictions
+        if (in_array($this->client->company->country()->iso_3166_2, $this->tax_jurisdictions)) { //only calculate for supported tax jurisdictions
             
             $class = "App\DataMapper\Tax\\".$this->client->company->country()->iso_3166_2."\\Rule";
 
             $this->rule = new $class();
 
-        if($this->rule->regionWithNoTaxCoverage($this->client->country->iso_3166_2))
+            if($this->rule->regionWithNoTaxCoverage($this->client->country->iso_3166_2)) {
-            return $this;
+                return $this;
+            }
 
             $this->rule
                  ->setEntity($this->invoice)

app/Helpers/Invoice/InvoiceSum.php

@@ -11,15 +11,15 @@
 
 namespace App\Helpers\Invoice;
 
-use App\Models\Quote;
-use App\Utils\Number;
 use App\Models\Credit;
 use App\Models\Invoice;
 use App\Models\PurchaseOrder;
-use App\Models\RecurringQuote;
+use App\Models\Quote;
 use App\Models\RecurringInvoice;
-use Illuminate\Support\Collection;
+use App\Models\RecurringQuote;
+use App\Utils\Number;
 use App\Utils\Traits\NumberFormatter;
+use Illuminate\Support\Collection;
 
 class InvoiceSum
 {
@@ -308,8 +308,9 @@ class InvoiceSum
 
     public function setTaxMap(): self
     {
-        if ($this->invoice->is_amount_discount == true) {
+        if ($this->invoice->is_amount_discount) {
             $this->invoice_items->calcTaxesWithAmountDiscount();
+            $this->invoice->line_items = $this->invoice_items->getLineItems();
         }
 
         $this->tax_map = collect();
@@ -327,8 +328,6 @@ class InvoiceSum
                 return $value['key'] == $key;
             })->sum('total');
 
-            //$total_line_tax -= $this->discount($total_line_tax);
-
             $this->tax_map[] = ['name' => $tax_name, 'total' => $total_line_tax];
 
             $this->total_taxes += $total_line_tax;
@@ -377,16 +376,6 @@ class InvoiceSum
 
     public function purgeTaxes(): self
     {
-        // $this->tax_rate1 = 0;
-        // $this->tax_name1 = '';
-
-        // $this->tax_rate2 = 0;
-        // $this->tax_name2 = '';
-
-        // $this->tax_rate3 = 0;
-        // $this->tax_name3 = '';
-
-        // $this->discount = 0;
 
         $line_items = collect($this->invoice->line_items);