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Minor improvements to CSV exports

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This commit is contained in:
David Bomba 2022-05-07 17:10:23 +10:00
parent bcd9ad5478
commit 871122d1ba
17 changed files with 497 additions and 3 deletions
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4
app/Console/Commands/CheckData.php
View File

@ -814,7 +814,7 @@ ORDER BY clients.id;
{
$client = Client::withTrashed()->find($_client->id);
$invoice_balance = $client->invoices()->where('is_deleted', false)->where('status_id', '>', 1)->sum('balance');
$invoice_balance = $client->invoices()->where('is_deleted', false)->whereIn('status_id', [2,3])->sum('balance');
$ledger = CompanyLedger::where('client_id', $client->id)->orderBy('id', 'DESC')->first();
@ -850,7 +850,7 @@ ORDER BY clients.id;
$this->wrong_paid_to_dates = 0;
foreach (Client::where('is_deleted', 0)->where('clients.updated_at', '>', now()->subDays(2))->cursor() as $client) {
$invoice_balance = $client->invoices()->where('is_deleted', false)->where('status_id', '>', 1)->sum('balance');
$invoice_balance = $client->invoices()->where('is_deleted', false)->whereIn('status_id', [2,3])->sum('balance');
$ledger = CompanyLedger::where('client_id', $client->id)->orderBy('id', 'DESC')->first();
if ($ledger && number_format($ledger->balance, 4) != number_format($client->balance, 4)) {

6
app/Export/CSV/BaseExport.php
View File

@ -72,6 +72,12 @@ class BaseExport
foreach($this->input['report_keys'] as $value){
$key = array_search ($value, $this->entity_keys);
$key = str_replace("item.", "", $key);
$key = str_replace("invoice.", "", $key);
$key = str_replace("client.", "", $key);
$key = str_replace("contact.", "", $key);
$header[] = ctrans("texts.{$key}");
}

43
app/Export/CSV/ClientExport.php
View File

@ -78,6 +78,46 @@ class ClientExport extends BaseExport
'email' => 'contact.email',
];
protected array $all_keys = [
'client.address1',
'client.address2',
'client.balance',
'client.city',
'client.country_id',
'client.credit_balance',
'client.custom_value1',
'client.custom_value2',
'client.custom_value3',
'client.custom_value4',
'client.id_number',
'client.industry_id',
'client.last_login',
'client.name',
'client.number',
'client.paid_to_date',
'client.phone',
'client.postal_code',
'client.private_notes',
'client.public_notes',
'client.shipping_address1',
'client.shipping_address2',
'client.shipping_city',
'client.shipping_country_id',
'client.shipping_postal_code',
'client.shipping_state',
'client.state',
'client.vat_number',
'client.website',
// 'client.currency',
'contact.first_name',
'contact.last_name',
'contact.phone',
'contact.custom_value1',
'contact.custom_value2',
'contact.custom_value3',
'contact.custom_value4',
'contact.email',
];
private array $decorate_keys = [
'client.country_id',
'client.shipping_country_id',
@ -105,6 +145,9 @@ class ClientExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

47
app/Export/CSV/ContactExport.php
View File

@ -74,6 +74,49 @@ class ContactExport extends BaseExport
'email' => 'contact.email',
];
protected array $all_keys = [
'client.address1',
'client.address2',
'client.balance',
'client.city',
'client.country_id',
'client.credit_balance',
'client.custom_value1',
'client.custom_value2',
'client.custom_value3',
'client.custom_value4',
'client.id_number',
'client.industry_id',
'client.last_login',
'client.name',
'client.number',
'client.paid_to_date',
'client.phone',
'client.postal_code',
'client.private_notes',
'client.public_notes',
'client.shipping_address1',
'client.shipping_address2',
'client.shipping_city',
'client.shipping_country_id',
'client.shipping_postal_code',
'client.shipping_state',
'client.state',
'client.vat_number',
'client.website',
'client.currency',
'contact.first_name',
'contact.last_name',
'contact.phone',
'contact.custom_value1',
'contact.custom_value2',
'contact.custom_value3',
'contact.custom_value4',
'contact.email',
];
private array $decorate_keys = [
'client.country_id',
'client.shipping_country_id',
@ -101,6 +144,9 @@ class ContactExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());
@ -115,7 +161,6 @@ class ContactExport extends BaseExport
});
return $this->csv->toString();
}

42
app/Export/CSV/CreditExport.php
View File

@ -68,6 +68,45 @@ class CreditExport extends BaseExport
'currency' => 'currency'
];
protected array $all_keys = [
'amount',
'balance',
'client_id',
'custom_surcharge1',
'custom_surcharge2',
'custom_surcharge3',
'custom_surcharge4',
'country_id',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'date',
'discount',
'due_date',
'exchange_rate',
'footer',
'invoice_id',
'number',
'paid_to_date',
'partial',
'partial_due_date',
'po_number',
'private_notes',
'public_notes',
'status_id',
'tax_name1',
'tax_name2',
'tax_name3',
'tax_rate1',
'tax_rate2',
'tax_rate3',
'terms',
'total_taxes',
'currency'
];
private array $decorate_keys = [
'country',
'client',
@ -97,6 +136,9 @@ class CreditExport extends BaseExport
//insert the header
$this->csv->insertOne($this->buildHeader());
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
$query = Credit::query()
->withTrashed()
->with('client')->where('company_id', $this->company->id)

11
app/Export/CSV/DocumentExport.php
View File

@ -39,6 +39,14 @@ class DocumentExport extends BaseExport
'created_at' => 'created_at',
];
protected array $all_keys = [
'record_type',
'record_name',
'name',
'type',
'created_at',
];
private array $decorate_keys = [
];
@ -62,6 +70,9 @@ class DocumentExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

37
app/Export/CSV/ExpenseExport.php
View File

@ -63,6 +63,40 @@ class ExpenseExport extends BaseExport
'invoice' => 'invoice_id',
];
protected array $all_keys = [
'amount',
'category_id',
'client_id',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'currency_id',
'date',
'exchange_rate',
'foreign_amount',
'invoice_currency_id',
'payment_date',
'number',
'payment_type_id',
'private_notes',
'project_id',
'public_notes',
'tax_amount1',
'tax_amount2',
'tax_amount3',
'tax_name1',
'tax_name2',
'tax_name3',
'tax_rate1',
'tax_rate2',
'tax_rate3',
'transaction_reference',
'vendor_id',
'invoice_id',
];
private array $decorate_keys = [
'client',
'currency',
@ -92,6 +126,9 @@ class ExpenseExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

40
app/Export/CSV/InvoiceExport.php
View File

@ -66,6 +66,43 @@ class InvoiceExport extends BaseExport
'currency' => 'client_id'
];
protected array $all_keys = [
'amount',
'balance',
'client_id',
'custom_surcharge1',
'custom_surcharge2',
'custom_surcharge3',
'custom_surcharge4',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'date',
'discount',
'due_date',
'exchange_rate',
'footer',
'number',
'paid_to_date',
'partial',
'partial_due_date',
'po_number',
'private_notes',
'public_notes',
'status_id',
'tax_name1',
'tax_name2',
'tax_name3',
'tax_rate1',
'tax_rate2',
'tax_rate3',
'terms',
'total_taxes',
'client_id'
];
private array $decorate_keys = [
'country',
'client',
@ -92,6 +129,9 @@ class InvoiceExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

58
app/Export/CSV/InvoiceItemExport.php
View File

@ -85,6 +85,61 @@ class InvoiceItemExport extends BaseExport
'invoice4' => 'item.custom_value4',
];
protected array $all_keys = [
'amount',
'balance',
'client_id',
'custom_surcharge1',
'custom_surcharge2',
'custom_surcharge3',
'custom_surcharge4',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'date',
'discount',
'due_date',
'exchange_rate',
'footer',
'number',
'paid_to_date',
'partial',
'partial_due_date',
'po_number',
'private_notes',
'public_notes',
'status_id',
'tax_name1',
'tax_name2',
'tax_name3',
'tax_rate1',
'tax_rate2',
'tax_rate3',
'terms',
'total_taxes',
// 'currency_id',
'item.quantity',
'item.cost',
'item.product_key',
'item.product_cost',
'item.notes',
'item.discount',
'item.is_amount_discount',
'item.tax_rate1',
'item.tax_rate2',
'item.tax_rate3',
'item.tax_name1',
'item.tax_name2',
'item.tax_name3',
'item.line_total',
'item.gross_line_total',
'item.custom_value1',
'item.custom_value2',
'item.custom_value3',
'item.custom_value4',
];
private array $decorate_keys = [
'client',
'currency',
@ -109,6 +164,9 @@ class InvoiceItemExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = ksort($this->all_keys);
//insert the header
$this->csv->insertOne($this->buildHeader());

25
app/Export/CSV/PaymentExport.php
View File

@ -54,6 +54,28 @@ class PaymentExport extends BaseExport
'vendor' => 'vendor_id',
];
protected array $all_keys = [
'amount',
'applied',
'client_id',
'currency_id',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'date',
'exchange_currency_id',
'gateway_type_id',
'number',
'private_notes',
'project_id',
'refunded',
'status_id',
'transaction_reference',
'type_id',
'vendor_id',
];
private array $decorate_keys = [
'vendor',
'status',
@ -83,6 +105,9 @@ class PaymentExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

23
app/Export/CSV/ProductExport.php
View File

@ -52,6 +52,26 @@ class ProductExport extends BaseExport
'tax_name3' => 'tax_name3',
];
protected array $all_keys = [
'project_id',
'vendor_id',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'product_key',
'notes',
'cost',
'price',
'quantity',
'tax_rate1',
'tax_rate2',
'tax_rate3',
'tax_name1',
'tax_name2',
'tax_name3',
];
private array $decorate_keys = [
'vendor',
'project',
@ -76,6 +96,9 @@ class ProductExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

41
app/Export/CSV/QuoteExport.php
View File

@ -67,6 +67,44 @@ class QuoteExport extends BaseExport
'invoice' => 'invoice_id',
];
protected array $all_keys = [
'amount',
'balance',
'client_id',
'custom_surcharge1',
'custom_surcharge2',
'custom_surcharge3',
'custom_surcharge4',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'date',
'discount',
'due_date',
'exchange_rate',
'footer',
'number',
'paid_to_date',
'partial',
'partial_due_date',
'po_number',
'private_notes',
'public_notes',
'status_id',
'tax_name1',
'tax_name2',
'tax_name3',
'tax_rate1',
'tax_rate2',
'tax_rate3',
'terms',
'total_taxes',
'client_id',
'invoice_id',
];
private array $decorate_keys = [
'client',
'currency',
@ -92,6 +130,9 @@ class QuoteExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

58
app/Export/CSV/QuoteItemExport.php
View File

@ -85,6 +85,61 @@ class QuoteItemExport extends BaseExport
'invoice4' => 'item.custom_value4',
];
protected array $all_keys = [
'amount',
'balance',
'client_id',
'custom_surcharge1',
'custom_surcharge2',
'custom_surcharge3',
'custom_surcharge4',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'date',
'discount',
'due_date',
'exchange_rate',
'footer',
'number',
'paid_to_date',
'partial',
'partial_due_date',
'po_number',
'private_notes',
'public_notes',
'status_id',
'tax_name1',
'tax_name2',
'tax_name3',
'tax_rate1',
'tax_rate2',
'tax_rate3',
'terms',
'total_taxes',
'currency_id',
'item.quantity',
'item.cost',
'item.product_key',
'item.product_cost',
'item.notes',
'item.discount',
'item.is_amount_discount',
'item.tax_rate1',
'item.tax_rate2',
'item.tax_rate3',
'item.tax_name1',
'item.tax_name2',
'item.tax_name3',
'item.line_total',
'item.gross_line_total',
'item.custom_value1',
'item.custom_value2',
'item.custom_value3',
'item.custom_value4',
];
private array $decorate_keys = [
'client',
'currency',
@ -109,6 +164,9 @@ class QuoteItemExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

41
app/Export/CSV/RecurringInvoiceExport.php
View File

@ -68,6 +68,44 @@ class RecurringInvoiceExport extends BaseExport
'project' => 'project_id',
];
protected array $all_keys = [
'amount',
'balance',
'client_id',
'custom_surcharge1',
'custom_surcharge2',
'custom_surcharge3',
'custom_surcharge4',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'date',
'discount',
'due_date',
'exchange_rate',
'footer',
'number',
'paid_to_date',
'partial',
'partial_due_date',
'po_number',
'private_notes',
'public_notes',
'status_id',
'tax_name1',
'tax_name2',
'tax_name3',
'tax_rate1',
'tax_rate2',
'tax_rate3',
'terms',
'total_taxes',
'client_id',
'vendor_id',
'project_id',
];
private array $decorate_keys = [
'country',
'client',
@ -96,6 +134,9 @@ class RecurringInvoiceExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

21
app/Export/CSV/TaskExport.php
View File

@ -52,6 +52,23 @@ class TaskExport extends BaseExport
'client' => 'client_id',
];
protected array $all_keys = [
'start_date',
'end_date',
'duration',
'rate',
'number',
'description',
'custom_value1',
'custom_value2',
'custom_value3',
'custom_value4',
'status_id',
'project_id',
'invoice_id',
'client_id',
];
private array $decorate_keys = [
'status',
'project',
@ -83,6 +100,10 @@ class TaskExport extends BaseExport
//load the CSV document from a string
$this->csv = Writer::createFromString();
if(count($this->input['report_keys']) == 0)
$this->input['report_keys'] = $this->all_keys;
//insert the header
$this->csv->insertOne($this->buildHeader());

1
app/Import/Providers/Csv.php
View File

@ -43,6 +43,7 @@ use Symfony\Component\HttpFoundation\ParameterBag;
class Csv extends BaseImport implements ImportInterface
{
public array $entity_count = [];
public function import(string $entity)

2
app/Jobs/Import/CSVIngest.php
View File

@ -69,6 +69,8 @@ class CSVIngest implements ShouldQueue {
MultiDB::setDb( $this->company->db );
set_time_limit(0);
$engine = $this->bootEngine($this->import_type);
foreach ( [ 'client', 'product', 'invoice', 'payment', 'vendor', 'expense' ] as $entity ) {