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Merge pull request #833 from twetech/statements

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Statements
This commit is contained in:
Johnny
2023-12-18 11:59:09 -05:00
committed by GitHub
parent fc7e67f5d0 320d534319
commit 8e86f19bcc
5 changed files with 223 additions and 2 deletions
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9
client_side_nav.php
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@@ -288,6 +288,15 @@
</a> </a>
</li> </li>
<li class="nav-item">
<a href="client_statement.php?client_id=<?php echo $client_id; ?>" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "client_statement.php") { echo "active"; } ?>">
<i class="nav-icon fas fa-file-invoice-dollar"></i>
<p>
Statement
</p>
</a>
</li>
<li class="nav-item"> <li class="nav-item">
<a href="client_trips.php?client_id=<?php echo $client_id; ?>" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "client_trips.php") { echo "active"; } ?>"> <a href="client_trips.php?client_id=<?php echo $client_id; ?>" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "client_trips.php") { echo "active"; } ?>">
<i class="nav-icon fas fa-route"></i> <i class="nav-icon fas fa-route"></i>

188
client_statement.php Normal file
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@@ -0,0 +1,188 @@
<?php
require_once "inc_all.php";
if (isset($_GET['client_id'])) {
$client_id = intval($_GET['client_id']);
$sql_client_details = "
SELECT
client_name,
client_type,
client_website,
client_net_terms
FROM
clients
WHERE
client_id = $client_id";
$result_client_details = mysqli_query($mysqli, $sql_client_details);
$row_client_details = mysqli_fetch_assoc($result_client_details);
$client_name = nullable_html_entities($row_client_details['client_name']);
$client_type = nullable_html_entities($row_client_details['client_type']);
$client_website = nullable_html_entities($row_client_details['client_website']);
$client_net_terms = intval($row_client_details['client_net_terms']);
$sql_client_unpaid_invoices = "
SELECT
invoice_id,
invoice_number,
invoice_prefix,
invoice_date,
invoice_due,
invoice_amount
FROM
invoices
WHERE
invoice_client_id = $client_id
AND invoice_status NOT LIKE 'Draft'
AND invoice_status NOT LIKE 'Cancelled'
AND invoice_status NOT LIKE 'Paid'";
$result_client_unpaid_invoices = mysqli_query($mysqli, $sql_client_unpaid_invoices);
$currency_code = getSettingValue($mysqli, "company_currency");
?>
<ol class="breadcrumb d-print-none">
<li class="breadcrumb-item">
<a href="clients.php">Clients</a>
</li>
<li class="breadcrumb-item">
<a href="client_invoices.php?client_id=<?php echo $client_id; ?>"><?php echo $client_name; ?></a>
</li>
</ol>
<div class="card card-dark">
<div class="card-header py-2">
<h3 class="card-title mt-2"><i class="fas fa-fw fa-balance-scale mr-2"></i>Statement for <?php echo $client_name ?></h3>
<div class="card-tools">
<button type="button" class="btn btn-primary d-print-none" onclick="window.print();"><i class="fas fa-fw fa-print mr-2"></i>Print</button>
</div>
</div>
<div class="card-body p-0">
<div>
<div class="table-responsive-sm">
<table class="table table-sm">
<!-- Past Due Payments -->
<thead class="text-dark">
<tr>
<th>Invoice Number</th>
<th>Date</th>
<th>Due Date</th>
<th>Amount</th>
<th>Balance</th>
</tr>
</thead>
<tbody>
<?php
while ($row = mysqli_fetch_assoc($result_client_unpaid_invoices)) {
$invoice_number = intval($row['invoice_number']);
$invoice_id = intval($row['invoice_id']);
$invoice_prefix = nullable_html_entities($row['invoice_prefix']);
$invoice_date = nullable_html_entities($row['invoice_date']);
$invoice_amount = floatval($row['invoice_amount']);
$invoice_amount_formatted = numfmt_format_currency($currency_format, $invoice_amount, $currency_code);
$invoice_url = "invoice.php?invoice_id=$invoice_id";
$invoice_due = nullable_html_entities($row['invoice_due']);
$invoice_balance = floatval(calculateInvoiceBalance($mysqli, $invoice_id));
$invoice_balance_formatted = numfmt_format_currency($currency_format, $invoice_balance, $currency_code);
?>
<tr>
<td>
<a href="<?php echo $invoice_url; ?>" target="_blank"><?php echo $invoice_prefix . $invoice_number; ?></a>
</td>
<td>
<?php echo $invoice_date; ?>
</td>
<td>
<?php echo $invoice_due; ?>
</td>
<td>
<?php echo $invoice_amount_formatted; ?>
</td>
<td>
<?php echo $invoice_balance_formatted; ?>
</td>
<?php
}
?>
</tbody>
</table>
</div>
<div class="table-responsive-sm">
<!-- Previous Payments -->
<table class="table table-sm">
<thead class="text-dark">
<tr>
<th>Payment Reference</th>
<th>Payment Date</th>
<th>Payment Amount</th>
<th>Invoice Number</th>
</tr>
</thead>
<tbody>
<?php
$sql_client_payments = "
SELECT
payments.payment_date,
payments.payment_amount,
payments.payment_reference,
invoices.invoice_number,
invoices.invoice_prefix
FROM
payments
LEFT JOIN
invoices ON payments.payment_invoice_id = invoices.invoice_id
WHERE
payment_account_id = $client_id
AND payment_archived_at IS NULL
ORDER BY
payment_date DESC";
$result_client_payments = mysqli_query($mysqli, $sql_client_payments);
while ($row = mysqli_fetch_assoc($result_client_payments)) {
$payment_date = nullable_html_entities($row['payment_date']);
$payment_amount = floatval($row['payment_amount']);
$payment_reference = nullable_html_entities($row['payment_reference']);
$invoice_number = nullable_html_entities($row['invoice_prefix'].$row['invoice_number']);
$payment_amount_formatted = numfmt_format_currency($currency_format, $payment_amount, $currency_code);
?>
<tr>
<td>
<?php echo $payment_reference; ?>
</td>
<td>
<?php echo $payment_date; ?>
</td>
<td>
<?php echo $payment_amount_formatted; ?>
</td>
<td>
<?php echo $invoice_number; ?>
</td>
<?php
}
?>
</tbody>
</table>
</div>
</div>
</div>
</div>
<?php require_once "footer.php";
}
?>

5
debug.php Normal file
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@@ -0,0 +1,5 @@
<?php
ini_set('display_errors', 1);
ini_set('display_startup_errors', 1);
error_reporting(E_ALL);

21
functions.php
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@@ -850,7 +850,7 @@ function calculateAccountBalance($mysqli, $account_id) {
$sql_account = mysqli_query($mysqli, "SELECT * FROM accounts LEFT JOIN account_types ON accounts.account_type = account_types.account_type_id WHERE account_archived_at IS NULL AND account_id = $account_id ORDER BY account_name ASC; "); $sql_account = mysqli_query($mysqli, "SELECT * FROM accounts LEFT JOIN account_types ON accounts.account_type = account_types.account_type_id WHERE account_archived_at IS NULL AND account_id = $account_id ORDER BY account_name ASC; ");
$row = mysqli_fetch_array($sql_account); $row = mysqli_fetch_array($sql_account);
$opening_balance = floatval($row['opening_balance']); $opening_balance = floatval($row['opening_balance']);
$account_id = $row['account_id']; $account_id = intval($row['account_id']);
$sql_payments = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS total_payments FROM payments WHERE payment_account_id = $account_id"); $sql_payments = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS total_payments FROM payments WHERE payment_account_id = $account_id");
$row = mysqli_fetch_array($sql_payments); $row = mysqli_fetch_array($sql_payments);
@@ -870,5 +870,24 @@ function calculateAccountBalance($mysqli, $account_id) {
$balance = '0.00'; $balance = '0.00';
} }
return $balance;
}
function calculateInvoiceBalance($mysqli, $invoice_id) {
$sql_invoice = mysqli_query($mysqli, "SELECT * FROM invoices WHERE invoice_id = $invoice_id");
$row = mysqli_fetch_array($sql_invoice);
$invoice_amount = floatval($row['invoice_amount']);
$invoice_id = intval($row['invoice_id']);
$sql_payments = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS total_payments FROM payments WHERE payment_invoice_id = $invoice_id");
$row = mysqli_fetch_array($sql_payments);
$total_payments = floatval($row['total_payments']);
$balance = $invoice_amount - $total_payments;
if ($balance == '') {
$balance = '0.00';
}
return $balance; return $balance;
} }

2
report_collections.php
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@@ -99,7 +99,7 @@
$formatted_behind_amount = numfmt_format_currency($currency_format, $behind_amount, $config_currency_code); $formatted_behind_amount = numfmt_format_currency($currency_format, $behind_amount, $config_currency_code);
echo "<tr>"; echo "<tr>";
echo "<td><a href='client_overview.php?client_id=$client_id'>$client_name</a></td>"; echo "<td><a href='client_statement.php?client_id=$client_id'>$client_name</a></td>";
echo "<td>$formatted_balance</td>"; echo "<td>$formatted_balance</td>";
echo "<td>$billing_contact_phone</td>"; echo "<td>$billing_contact_phone</td>";
echo "<td>$formatted_recurring_monthly_total</td>"; echo "<td>$formatted_recurring_monthly_total</td>";