Reporting Season

app/Services/Report/ClientBalanceReport.php

@@ -36,10 +36,8 @@ class ClientBalanceReport extends BaseExport
         'client_name',
         'client_number',
         'id_number',
-        'invoices',
+        'invoice_balance',
-        'amount',
+        'credit_balance',
-        'balance',
-        'total_taxes',
     ];
 
     /**
@@ -87,7 +85,7 @@ class ClientBalanceReport extends BaseExport
             });
 
         return $this->csv->toString();
-        
+
     }
 
     public function buildHeader(): array
@@ -112,9 +110,8 @@ class ClientBalanceReport extends BaseExport
             $client->number,
             $client->id_number,
             $query->count(),
-            $query->sum('amount'),
             $query->sum('balance'),
-            $query->sum('total_taxes'),
+            $client->credit_balance,
         ];
     }
 }

app/Services/Report/ClientSalesReport.php

@@ -11,11 +11,120 @@
 
 namespace App\Services\Report;
 
-class ClientSalesReport
+use App\Utils\Ninja;
+use App\Utils\Number;
+use App\Models\Client;
+use League\Csv\Writer;
+use App\Models\Company;
+use App\Models\Invoice;
+use App\Libraries\MultiDB;
+use App\Export\CSV\BaseExport;
+use App\Utils\Traits\MakesDates;
+use Illuminate\Support\Facades\App;
+
+class ClientSalesReport extends BaseExport
 {
+    use MakesDates;
     //Name
     //Invoice count
     //Amount
     //Amount with Tax
 
+    public Writer $csv;
+    
+    public string $date_key = 'created_at';
+
+    public array $report_keys = [
+        'client_name',
+        'client_number',
+        'id_number',
+        'invoices',
+        'amount',
+        'balance',
+        'total_taxes',
+        'amount_paid',
+    ];
+
+    /**
+        @param array $input
+        [
+            'date_range',
+            'start_date',
+            'end_date',
+            'clients',
+            'client_id',
+        ]
+    */
+    public function __construct(public Company $company, public array $input)
+    {
+    }
+
+    public function run()
+    {
+        MultiDB::setDb($this->company->db);
+        App::forgetInstance('translator');
+        App::setLocale($this->company->locale());
+        $t = app('translator');
+        $t->replace(Ninja::transformTranslations($this->company->settings));
+
+        $this->csv = Writer::createFromString();
+        
+        $this->csv->insertOne([]);
+        $this->csv->insertOne([]);
+        $this->csv->insertOne([]);
+        $this->csv->insertOne([]);
+        $this->csv->insertOne([ctrans('texts.client_sales_report')]);
+        $this->csv->insertOne([ctrans('texts.created_on'),' ',$this->translateDate(now()->format('Y-m-d'), $this->company->date_format(), $this->company->locale())]);
+
+        $this->csv->insertOne($this->buildHeader());
+
+        Client::query()
+            ->where('company_id', $this->company->id)
+            ->where('is_deleted', 0)
+            ->orderBy('balance', 'desc')
+            ->cursor()
+            ->each(function ($client) {
+                
+                $this->csv->insertOne($this->buildRow($client));
+                
+            });
+
+        return $this->csv->toString();
+        
+    }
+
+    public function buildHeader(): array
+    {
+        $headers = [];
+
+        foreach($this->report_keys as $key) {
+            $headers[] = ctrans("texts.{$key}");
+        }
+
+        return $headers;
+
+    }
+    private function buildRow(Client $client): array
+    {
+        $query = Invoice::where('client_id', $client->id)
+                                ->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL, Invoice::STATUS_PAID]);
+    
+        $query = $this->addDateRange($query);
+
+        $amount = $query->sum('amount');
+        $balance = $query->sum('balance');
+        $paid = $amount-$balance;
+
+        return [
+            $client->present()->name(),
+            $client->number,
+            $client->id_number,
+            $query->count(),
+            Number::formatMoney($amount, $client),
+            Number::formatMoney($balance, $client),
+            Number::formatMoney($query->sum('total_taxes'), $client),
+            Number::formatMoney($amount-$balance, $client),
+
+        ];
+    }
 }

app/Services/Report/UserSalesReport.php

@@ -67,7 +67,7 @@ class UserSalesReport extends BaseExport
 
         $query = $this->filterByClients($query);
 
-        $this->csv->insertOne([ctrans('texts.sales_report_header', ['client' => $this->client_description, 'start_date' => $this->start_date, 'end_date' => $this->end_date])]);
+        $this->csv->insertOne([ctrans('texts.user_sales_report_header', ['client' => $this->client_description, 'start_date' => $this->start_date, 'end_date' => $this->end_date])]);
         $this->csv->insertOne($this->buildHeader());
 
         $users = $this->company->users;

lang/en/texts.php

@@ -5032,8 +5032,9 @@ $LANG = array(
     'quote_product_columns' => 'Quote Product Columns',
     'vendors' => 'Vendors',
     'product_sales' => 'Product Sales',
-    'sales_report_header' => 'User sales report for client/s :client from :start_date to :end_date',
+    'user_sales_report_header' => 'User sales report for client/s :client from :start_date to :end_date',
-    'customer_balance_report' => 'Customer balance report',
+    'client_balance_report' => 'Customer balance report',
+    'client_sales_report' => 'Customer sales report',
     'user_sales_report' => 'User sales report',
     
 );