Reporting Season

app/Export/CSV/BaseExport.php

@@ -110,7 +110,7 @@ class BaseExport
         }
     }
 
-    protected function buildHeader() :array
+    public function buildHeader() :array
     {
         $header = [];
 

app/Services/Report/ARDetailReport.php

@@ -11,7 +11,7 @@
 
 namespace App\Services\Report;
 
-class ARDetail
+class ARDetailReport
 {
 //Date
 //Invoice #

app/Services/Report/ARSummaryReport.php

@@ -11,7 +11,7 @@
 
 namespace App\Services\Report;
 
-class ARSummary
+class ARSummaryReport
 {
     //name
     //total

app/Services/Report/ClientBalanceReport.php

@@ -0,0 +1,120 @@
+<?php
+/**
+ * Invoice Ninja (https://invoiceninja.com).
+ *
+ * @link https://github.com/invoiceninja/invoiceninja source repository
+ *
+ * @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
+ *
+ * @license https://www.elastic.co/licensing/elastic-license
+ */
+
+namespace App\Services\Report;
+
+use App\Utils\Ninja;
+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 ClientBalanceReport 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',
+    ];
+
+    /**
+        @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.customer_balance_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]);
+    
+        $query = $this->addDateRange($query);
+
+        return [
+            $client->present()->name(),
+            $client->number,
+            $client->id_number,
+            $query->count(),
+            $query->sum('amount'),
+            $query->sum('balance'),
+            $query->sum('total_taxes'),
+        ];
+    }
+}

app/Services/Report/ClientSalesReport.php

@@ -11,7 +11,7 @@
 
 namespace App\Services\Report;
 
-class ClientSales
+class ClientSalesReport
 {
     //Name
     //Invoice count

app/Services/Report/CustomerBalance.php

@@ -1,20 +0,0 @@
-<?php
-/**
- * Invoice Ninja (https://invoiceninja.com).
- *
- * @link https://github.com/invoiceninja/invoiceninja source repository
- *
- * @copyright Copyright (c) 2023. Invoice Ninja LLC (https://invoiceninja.com)
- *
- * @license https://www.elastic.co/licensing/elastic-license
- */
-
-namespace App\Services\Report;
-
-class CustomerBalance
-{
-    //name
-    //invoice balance
-    //credit balance
-    //balance
-}

app/Services/Report/UserSalesReport.php

@@ -22,7 +22,7 @@ use App\Export\CSV\BaseExport;
 use App\Utils\Traits\MakesDates;
 use Illuminate\Support\Facades\App;
 
-class UserSales extends BaseExport
+class UserSalesReport extends BaseExport
 {
     use MakesDates;
     //Name

app/Services/Scheduler/EmailRecord.php

@@ -27,7 +27,10 @@ class EmailRecord
     {
         $class = 'App\\Models\\' . Str::camel($this->scheduler->parameters['entity']);
 
-        $class::find($this->decodePrimaryKey($this->scheduler->parameters['entity_id']))->service()->sendEmail();
+        $entity = $class::find($this->decodePrimaryKey($this->scheduler->parameters['entity_id']));
+        
+        if($entity)
+            $entity->service()->sendEmail();
 
         $this->scheduler->forceDelete();
     }

lang/en/texts.php

@@ -5033,6 +5033,9 @@ $LANG = array(
     'vendors' => 'Vendors',
     'product_sales' => 'Product Sales',
     'sales_report_header' => 'User sales report for client/s :client from :start_date to :end_date',
+    'customer_balance_report' => 'Customer balance report',
+    'user_sales_report' => 'User sales report',
+    
 );