mirror of
https://github.com/invoiceninja/invoiceninja.git
synced 2025-11-03 23:07:32 -05:00
535 lines
22 KiB
PHP
535 lines
22 KiB
PHP
<?php namespace App\Http\Controllers;
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use Auth;
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use Config;
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use Input;
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use Utils;
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use DB;
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use DateInterval;
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use DatePeriod;
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use Session;
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use View;
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use App\Models\Account;
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use App\Models\Client;
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use App\Models\Payment;
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use App\Models\Expense;
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class ReportController extends BaseController
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{
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public function d3()
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{
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$message = '';
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$fileName = storage_path().'/dataviz_sample.txt';
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if (Auth::user()->account->isPro()) {
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$account = Account::where('id', '=', Auth::user()->account->id)
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->with(['clients.invoices.invoice_items', 'clients.contacts'])
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->first();
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$account = $account->hideFieldsForViz();
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$clients = $account->clients->toJson();
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} elseif (file_exists($fileName)) {
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$clients = file_get_contents($fileName);
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$message = trans('texts.sample_data');
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} else {
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$clients = '[]';
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}
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$data = [
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'clients' => $clients,
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'message' => $message,
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];
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return View::make('reports.d3', $data);
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}
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public function showReports()
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{
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$action = Input::get('action');
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if (Input::all()) {
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$groupBy = Input::get('group_by');
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$chartType = Input::get('chart_type');
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$reportType = Input::get('report_type');
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$dateField = Input::get('date_field');
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$startDate = Utils::toSqlDate(Input::get('start_date'), false);
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$endDate = Utils::toSqlDate(Input::get('end_date'), false);
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$enableReport = Input::get('enable_report') ? true : false;
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$enableChart = Input::get('enable_chart') ? true : false;
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} else {
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$groupBy = 'MONTH';
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$chartType = 'Bar';
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$reportType = ENTITY_INVOICE;
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$dateField = FILTER_INVOICE_DATE;
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$startDate = Utils::today(false)->modify('-3 month');
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$endDate = Utils::today(false);
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$enableReport = true;
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$enableChart = true;
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}
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$dateTypes = [
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'DAYOFYEAR' => 'Daily',
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'WEEK' => 'Weekly',
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'MONTH' => 'Monthly',
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];
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$chartTypes = [
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'Bar' => 'Bar',
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'Line' => 'Line',
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];
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$reportTypes = [
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ENTITY_CLIENT => trans('texts.client'),
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ENTITY_INVOICE => trans('texts.invoice'),
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ENTITY_PAYMENT => trans('texts.payment'),
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ENTITY_EXPENSE => trans('texts.expenses'),
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ENTITY_TAX_RATE => trans('texts.taxes'),
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];
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$params = [
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'dateTypes' => $dateTypes,
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'chartTypes' => $chartTypes,
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'chartType' => $chartType,
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'startDate' => $startDate->format(Session::get(SESSION_DATE_FORMAT)),
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'endDate' => $endDate->format(Session::get(SESSION_DATE_FORMAT)),
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'groupBy' => $groupBy,
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'reportTypes' => $reportTypes,
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'reportType' => $reportType,
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'enableChart' => $enableChart,
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'enableReport' => $enableReport,
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'title' => trans('texts.charts_and_reports'),
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];
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if (Auth::user()->account->isPro()) {
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if ($enableReport) {
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$isExport = $action == 'export';
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$params = array_merge($params, self::generateReport($reportType, $startDate, $endDate, $dateField, $isExport));
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if ($isExport) {
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self::export($params['displayData'], $params['columns'], $params['reportTotals']);
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}
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}
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if ($enableChart) {
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$params = array_merge($params, self::generateChart($groupBy, $startDate, $endDate));
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}
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} else {
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$params['columns'] = [];
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$params['displayData'] = [];
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$params['reportTotals'] = [];
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$params['labels'] = [];
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$params['datasets'] = [];
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$params['scaleStepWidth'] = 100;
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}
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return View::make('reports.chart_builder', $params);
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}
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private function generateChart($groupBy, $startDate, $endDate)
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{
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$width = 10;
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$datasets = [];
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$labels = [];
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$maxTotals = 0;
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foreach ([ENTITY_INVOICE, ENTITY_PAYMENT, ENTITY_CREDIT] as $entityType) {
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// SQLite does not support the YEAR(), MONTH(), WEEK() and similar functions.
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// Let's see if SQLite is being used.
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if (Config::get('database.connections.'.Config::get('database.default').'.driver') == 'sqlite') {
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// Replace the unsupported function with it's date format counterpart
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switch ($groupBy) {
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case 'MONTH':
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$dateFormat = '%m'; // returns 01-12
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break;
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case 'WEEK':
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$dateFormat = '%W'; // returns 00-53
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break;
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case 'DAYOFYEAR':
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$dateFormat = '%j'; // returns 001-366
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break;
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default:
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$dateFormat = '%m'; // MONTH by default
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break;
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}
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// Concatenate the year and the chosen timeframe (Month, Week or Day)
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$timeframe = 'strftime("%Y", '.$entityType.'_date) || strftime("'.$dateFormat.'", '.$entityType.'_date)';
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} else {
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// Supported by Laravel's other DBMS drivers (MySQL, MSSQL and PostgreSQL)
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$timeframe = 'concat(YEAR('.$entityType.'_date), '.$groupBy.'('.$entityType.'_date))';
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}
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$records = DB::table($entityType.'s')
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->select(DB::raw('sum(amount) as total, '.$timeframe.' as '.$groupBy))
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->where('account_id', '=', Auth::user()->account_id)
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->where($entityType.'s.is_deleted', '=', false)
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->where($entityType.'s.'.$entityType.'_date', '>=', $startDate->format('Y-m-d'))
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->where($entityType.'s.'.$entityType.'_date', '<=', $endDate->format('Y-m-d'))
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->groupBy($groupBy);
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if ($entityType == ENTITY_INVOICE) {
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$records->where('is_quote', '=', false)
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->where('is_recurring', '=', false);
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}
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$totals = $records->lists('total');
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$dates = $records->lists($groupBy);
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$data = array_combine($dates, $totals);
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$padding = $groupBy == 'DAYOFYEAR' ? 'day' : ($groupBy == 'WEEK' ? 'week' : 'month');
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$endDate->modify('+1 '.$padding);
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$interval = new DateInterval('P1'.substr($groupBy, 0, 1));
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$period = new DatePeriod($startDate, $interval, $endDate);
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$endDate->modify('-1 '.$padding);
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$totals = [];
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foreach ($period as $d) {
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$dateFormat = $groupBy == 'DAYOFYEAR' ? 'z' : ($groupBy == 'WEEK' ? 'W' : 'n');
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// MySQL returns 1-366 for DAYOFYEAR, whereas PHP returns 0-365
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$date = $groupBy == 'DAYOFYEAR' ? $d->format('Y').($d->format($dateFormat) + 1) : $d->format('Y'.$dateFormat);
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$totals[] = isset($data[$date]) ? $data[$date] : 0;
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if ($entityType == ENTITY_INVOICE) {
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$labelFormat = $groupBy == 'DAYOFYEAR' ? 'j' : ($groupBy == 'WEEK' ? 'W' : 'F');
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$label = $d->format($labelFormat);
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$labels[] = $label;
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}
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}
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$max = max($totals);
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if ($max > 0) {
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$datasets[] = [
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'totals' => $totals,
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'colors' => $entityType == ENTITY_INVOICE ? '78,205,196' : ($entityType == ENTITY_CREDIT ? '199,244,100' : '255,107,107'),
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];
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$maxTotals = max($max, $maxTotals);
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}
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}
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$width = (ceil($maxTotals / 100) * 100) / 10;
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$width = max($width, 10);
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return [
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'datasets' => $datasets,
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'scaleStepWidth' => $width,
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'labels' => $labels,
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];
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}
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private function generateReport($reportType, $startDate, $endDate, $dateField, $isExport)
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{
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if ($reportType == ENTITY_CLIENT) {
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return $this->generateClientReport($startDate, $endDate, $isExport);
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} elseif ($reportType == ENTITY_INVOICE) {
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return $this->generateInvoiceReport($startDate, $endDate, $isExport);
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} elseif ($reportType == ENTITY_PAYMENT) {
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return $this->generatePaymentReport($startDate, $endDate, $isExport);
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} elseif ($reportType == ENTITY_TAX_RATE) {
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return $this->generateTaxRateReport($startDate, $endDate, $dateField, $isExport);
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} elseif ($reportType == ENTITY_EXPENSE) {
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return $this->generateExpenseReport($startDate, $endDate, $isExport);
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}
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}
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private function generateTaxRateReport($startDate, $endDate, $dateField, $isExport)
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{
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$columns = ['tax_name', 'tax_rate', 'amount', 'paid'];
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$account = Auth::user()->account;
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$displayData = [];
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$reportTotals = [];
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$clients = Client::scope()
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->withArchived()
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->with('contacts')
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->with(['invoices' => function($query) use ($startDate, $endDate, $dateField) {
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$query->withArchived();
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if ($dateField == FILTER_PAYMENT_DATE) {
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$query->where('invoice_date', '>=', $startDate)
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->where('invoice_date', '<=', $endDate)
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->whereHas('payments', function($query) use ($startDate, $endDate) {
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$query->where('payment_date', '>=', $startDate)
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->where('payment_date', '<=', $endDate)
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->withArchived();
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})
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->with(['payments' => function($query) use ($startDate, $endDate) {
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$query->where('payment_date', '>=', $startDate)
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->where('payment_date', '<=', $endDate)
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->withArchived()
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->with('payment_type', 'account_gateway.gateway');
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}, 'invoice_items']);
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}
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}]);
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foreach ($clients->get() as $client) {
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$currencyId = $client->currency_id ?: Auth::user()->account->getCurrencyId();
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$amount = 0;
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$paid = 0;
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$taxTotals = [];
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foreach ($client->invoices as $invoice) {
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foreach ($invoice->getTaxes(true) as $key => $tax) {
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if ( ! isset($taxTotals[$currencyId])) {
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$taxTotals[$currencyId] = [];
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}
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if (isset($taxTotals[$currencyId][$key])) {
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$taxTotals[$currencyId][$key]['amount'] += $tax['amount'];
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$taxTotals[$currencyId][$key]['paid'] += $tax['paid'];
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} else {
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$taxTotals[$currencyId][$key] = $tax;
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}
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}
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$amount += $invoice->amount;
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$paid += $invoice->getAmountPaid();
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}
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foreach ($taxTotals as $currencyId => $taxes) {
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foreach ($taxes as $tax) {
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$displayData[] = [
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$tax['name'],
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$tax['rate'] . '%',
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$account->formatMoney($tax['amount'], $client),
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$account->formatMoney($tax['paid'], $client)
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];
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}
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'amount', $tax['amount']);
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'paid', $tax['paid']);
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}
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}
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return [
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'columns' => $columns,
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'displayData' => $displayData,
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'reportTotals' => $reportTotals,
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];
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}
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private function generatePaymentReport($startDate, $endDate, $isExport)
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{
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$columns = ['client', 'invoice_number', 'invoice_date', 'amount', 'payment_date', 'paid', 'method'];
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$account = Auth::user()->account;
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$displayData = [];
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$reportTotals = [];
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$payments = Payment::scope()
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->withTrashed()
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->where('is_deleted', '=', false)
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->whereHas('client', function($query) {
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$query->where('is_deleted', '=', false);
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})
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->whereHas('invoice', function($query) {
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$query->where('is_deleted', '=', false);
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})
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->with('client.contacts', 'invoice', 'payment_type', 'account_gateway.gateway')
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->where('payment_date', '>=', $startDate)
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->where('payment_date', '<=', $endDate);
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foreach ($payments->get() as $payment) {
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$invoice = $payment->invoice;
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$client = $payment->client;
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$displayData[] = [
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$isExport ? $client->getDisplayName() : $client->present()->link,
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$isExport ? $invoice->invoice_number : $invoice->present()->link,
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$invoice->present()->invoice_date,
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$account->formatMoney($invoice->amount, $client),
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$payment->present()->payment_date,
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$account->formatMoney($payment->amount, $client),
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$payment->present()->method,
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];
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'amount', $invoice->amount);
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'paid', $payment->amount);
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}
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return [
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'columns' => $columns,
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'displayData' => $displayData,
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'reportTotals' => $reportTotals,
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];
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}
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private function generateInvoiceReport($startDate, $endDate, $isExport)
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{
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$columns = ['client', 'invoice_number', 'invoice_date', 'amount', 'paid', 'balance'];
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$account = Auth::user()->account;
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$displayData = [];
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$reportTotals = [];
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$clients = Client::scope()
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->withTrashed()
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->with('contacts')
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->where('is_deleted', '=', false)
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->with(['invoices' => function($query) use ($startDate, $endDate) {
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$query->where('invoice_date', '>=', $startDate)
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->where('invoice_date', '<=', $endDate)
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->where('is_deleted', '=', false)
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->where('is_quote', '=', false)
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->where('is_recurring', '=', false)
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->with(['payments' => function($query) {
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$query->withTrashed()
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->with('payment_type', 'account_gateway.gateway')
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->where('is_deleted', '=', false);
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}, 'invoice_items'])
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->withTrashed();
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}]);
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foreach ($clients->get() as $client) {
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$currencyId = $client->currency_id ?: Auth::user()->account->getCurrencyId();
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foreach ($client->invoices as $invoice) {
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$displayData[] = [
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$isExport ? $client->getDisplayName() : $client->present()->link,
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$isExport ? $invoice->invoice_number : $invoice->present()->link,
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$invoice->present()->invoice_date,
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$account->formatMoney($invoice->amount, $client),
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$account->formatMoney($invoice->getAmountPaid(), $client),
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$account->formatMoney($invoice->balance, $client),
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];
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'amount', $invoice->amount);
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'paid', $invoice->getAmountPaid());
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'balance', $invoice->balance);
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}
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}
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return [
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'columns' => $columns,
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'displayData' => $displayData,
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'reportTotals' => $reportTotals,
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];
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}
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private function generateClientReport($startDate, $endDate, $isExport)
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{
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$columns = ['client', 'amount', 'paid', 'balance'];
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$account = Auth::user()->account;
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$displayData = [];
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$reportTotals = [];
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$clients = Client::scope()
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->withArchived()
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->with('contacts')
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->with(['invoices' => function($query) use ($startDate, $endDate) {
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$query->where('invoice_date', '>=', $startDate)
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->where('invoice_date', '<=', $endDate)
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->where('is_quote', '=', false)
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->where('is_recurring', '=', false)
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->withArchived();
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}]);
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foreach ($clients->get() as $client) {
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$amount = 0;
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$paid = 0;
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foreach ($client->invoices as $invoice) {
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$amount += $invoice->amount;
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$paid += $invoice->getAmountPaid();
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}
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$displayData[] = [
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$isExport ? $client->getDisplayName() : $client->present()->link,
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$account->formatMoney($amount, $client),
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$account->formatMoney($paid, $client),
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$account->formatMoney($amount - $paid, $client)
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];
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'amount', $amount);
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'paid', $paid);
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$reportTotals = $this->addToTotals($reportTotals, $client->currency_id, 'balance', $amount - $paid);
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}
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return [
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'columns' => $columns,
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'displayData' => $displayData,
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'reportTotals' => $reportTotals,
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];
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}
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private function generateExpenseReport($startDate, $endDate, $isExport)
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{
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$columns = ['vendor', 'client', 'date', 'expense_amount', 'invoiced_amount'];
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$account = Auth::user()->account;
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$displayData = [];
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$reportTotals = [];
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$expenses = Expense::scope()
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->withTrashed()
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->with('client.contacts', 'vendor')
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->where('expense_date', '>=', $startDate)
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->where('expense_date', '<=', $endDate);
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foreach ($expenses->get() as $expense) {
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$amount = $expense->amount;
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$invoiced = $expense->present()->invoiced_amount;
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$displayData[] = [
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$expense->vendor ? ($isExport ? $expense->vendor->name : $expense->vendor->present()->link) : '',
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$expense->client ? ($isExport ? $expense->client->getDisplayName() : $expense->client->present()->link) : '',
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$expense->present()->expense_date,
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|
Utils::formatMoney($amount, $expense->currency_id),
|
|
Utils::formatMoney($invoiced, $expense->invoice_currency_id),
|
|
];
|
|
|
|
$reportTotals = $this->addToTotals($reportTotals, $expense->expense_currency_id, 'amount', $amount);
|
|
$reportTotals = $this->addToTotals($reportTotals, $expense->invoice_currency_id, 'amount', 0);
|
|
|
|
$reportTotals = $this->addToTotals($reportTotals, $expense->invoice_currency_id, 'invoiced', $invoiced);
|
|
$reportTotals = $this->addToTotals($reportTotals, $expense->expense_currency_id, 'invoiced', 0);
|
|
}
|
|
|
|
return [
|
|
'columns' => $columns,
|
|
'displayData' => $displayData,
|
|
'reportTotals' => $reportTotals,
|
|
];
|
|
}
|
|
|
|
private function addToTotals($data, $currencyId, $field, $value) {
|
|
$currencyId = $currencyId ?: Auth::user()->account->getCurrencyId();
|
|
|
|
if (!isset($data[$currencyId][$field])) {
|
|
$data[$currencyId][$field] = 0;
|
|
}
|
|
|
|
$data[$currencyId][$field] += $value;
|
|
|
|
return $data;
|
|
}
|
|
|
|
private function export($data, $columns, $totals)
|
|
{
|
|
$output = fopen('php://output', 'w') or Utils::fatalError();
|
|
header('Content-Type:application/csv');
|
|
header('Content-Disposition:attachment;filename=ninja-report.csv');
|
|
|
|
Utils::exportData($output, $data, Utils::trans($columns));
|
|
|
|
fwrite($output, trans('texts.totals'));
|
|
foreach ($totals as $currencyId => $fields) {
|
|
foreach ($fields as $key => $value) {
|
|
fwrite($output, ',' . trans("texts.{$key}"));
|
|
}
|
|
fwrite($output, "\n");
|
|
break;
|
|
}
|
|
|
|
foreach ($totals as $currencyId => $fields) {
|
|
$csv = Utils::getFromCache($currencyId, 'currencies')->name . ',';
|
|
foreach ($fields as $key => $value) {
|
|
$csv .= '"' . Utils::formatMoney($value, $currencyId).'",';
|
|
}
|
|
fwrite($output, $csv."\n");
|
|
}
|
|
|
|
fclose($output);
|
|
exit;
|
|
}
|
|
}
|