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Combined Payments and Revenues as one View called income keeps all income in one place and still can add revenue not related to invoice

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This commit is contained in:
johnnyq
2026-07-26 01:10:52 -04:00
parent 276e84ad0b
commit 04014da21f
6 changed files with 983 additions and 16 deletions
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2
agent/dashboard.php
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@@ -179,7 +179,7 @@ if ($user_config_dashboard_financial_enable == 1) {
<div class="row">
<div class="col-lg-4 col-md-6 col-sm-12">
<!-- small box -->
<a class="small-box bg-primary" href="payments.php?dtf=<?php echo $year; ?>-01-01&dtt=<?php echo $year; ?>-12-31">
<a class="small-box bg-primary" href="income.php?dtf=<?php echo $year; ?>-01-01&dtt=<?php echo $year; ?>-12-31">
<div class="inner">
<h3><?php echo numfmt_format_currency($currency_format, $total_income, "$session_company_currency"); ?></h3>
<p>Income</p>

10
agent/includes/client_side_nav.php
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@@ -304,13 +304,13 @@
<?php if (lookupUserPermission("module_financial") >= 1) { ?>
<li class="nav-item">
<a href="/agent/payments.php?client_id=<?php echo $client_id; ?>" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "payments.php") { echo "active"; } ?>">
<i class="nav-icon fas fa-credit-card"></i>
<a href="/agent/income.php?client_id=<?php echo $client_id; ?>" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "income.php") { echo "active"; } ?>">
<i class="nav-icon fas fa-hand-holding-usd"></i>
<p>
Payments
Income
<?php
if ($num_payments > 0) { ?>
<span class="right badge text-light"><?php echo $num_payments; ?></span>
if ($num_income > 0) { ?>
<span class="right badge text-light"><?php echo $num_income; ?></span>
<?php } ?>
</p>
</a>

7
agent/includes/inc_all_client.php
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@@ -201,8 +201,11 @@ if (isset($_GET['client_id'])) {
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('recurring_invoice_id') AS num FROM recurring_invoices WHERE recurring_invoice_archived_at IS NULL AND recurring_invoice_client_id = $client_id"));
$num_recurring_invoices = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('payment_id') AS num FROM payments, invoices WHERE payment_invoice_id = invoice_id AND invoice_client_id = $client_id"));
$num_payments = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT
(SELECT COUNT(payment_id) FROM payments, invoices WHERE payment_invoice_id = invoice_id AND payment_archived_at IS NULL AND invoice_client_id = $client_id)
+ (SELECT COUNT(revenue_id) FROM revenues LEFT JOIN transfers ON transfer_revenue_id = revenue_id WHERE transfer_id IS NULL AND revenue_archived_at IS NULL AND revenue_client_id = $client_id)
AS num"));
$num_income = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('file_id') AS num FROM files WHERE file_archived_at IS NULL AND file_client_id = $client_id"));
$num_files = $row['num'];

10
agent/includes/side_nav.php
View File

@@ -139,15 +139,9 @@
<li class="nav-header mt-3">FINANCE</li>
<?php if (lookupUserPermission("module_financial") >= 1) { ?>
<li class="nav-item">
<a href="/agent/payments.php" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "payments.php") { echo "active"; } ?>">
<i class="nav-icon fas fa-credit-card"></i>
<p>Payments</p>
</a>
</li>
<li class="nav-item">
<a href="/agent/revenues.php" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "revenues.php") { echo "active"; } ?>">
<a href="/agent/income.php" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "income.php") { echo "active"; } ?>">
<i class="nav-icon fas fa-hand-holding-usd"></i>
<p>Revenues</p>
<p>Income</p>
</a>
</li>
<li class="nav-item">

444
agent/income.php Normal file
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@@ -0,0 +1,444 @@
<?php
// Default Column Sortby/Order Filter
$sort = "income_date";
$order = "DESC";
// If client_id is in URI then show client Side Bar and client header
if (isset($_GET['client_id'])) {
require_once "includes/inc_all_client.php";
$payment_client_query = "AND invoice_client_id = $client_id";
$revenue_client_query = "AND revenue_client_id = $client_id";
$client_url = "client_id=$client_id&";
} else {
require_once "includes/inc_all.php";
$payment_client_query = '';
$revenue_client_query = '';
$client_url = '';
}
// Perms
enforceUserPermission('module_financial');
// Type Filter
$income_types_array = ['Payment', 'Revenue'];
if (isset($_GET['type']) && !empty($_GET['type']) && in_array($_GET['type'], $income_types_array)) {
$type_query = "AND (income_type = '" . escapeSql($_GET['type']) . "')";
$type_filter = escapeSql($_GET['type']);
} else {
// Default - any
$type_query = '';
$type_filter = '';
}
// Account Filter
if (isset($_GET['account']) && !empty($_GET['account'])) {
$account_query = 'AND (income_account_id = ' . intval($_GET['account']) . ')';
$account_filter = intval($_GET['account']);
} else {
// Default - any
$account_query = '';
$account_filter = '';
}
// Payment Method Filter
if (isset($_GET['method']) && !empty($_GET['method'])) {
$method_query = "AND (income_method = '" . escapeSql($_GET['method']) . "')";
$method_filter = escapeHtml($_GET['method']);
} else {
// Default - any
$method_query = '';
$method_filter = '';
}
// Money in comes from two places - payments applied to an invoice, and standalone revenues.
// Transfers between accounts are stored as a linked expense + revenue pair, so the revenue leg
// is excluded here (transfer_id IS NULL) - moving your own money is not income.
$income_query =
"SELECT
'Payment' AS income_type,
payment_id AS income_id,
payment_date AS income_date,
payment_created_at AS income_created_at,
payment_invoice_id AS income_invoice_id,
CONCAT(invoice_prefix, invoice_number) AS income_source,
invoice_client_id AS income_client_id,
client_name AS income_client,
payment_amount AS income_amount,
payment_currency_code AS income_currency_code,
payment_method AS income_method,
payment_reference AS income_reference,
payment_account_id AS income_account_id,
account_name AS income_account,
account_archived_at AS income_account_archived
FROM payments
LEFT JOIN invoices ON payment_invoice_id = invoice_id
LEFT JOIN clients ON invoice_client_id = client_id
LEFT JOIN accounts ON payment_account_id = account_id
WHERE payment_archived_at IS NULL
$payment_client_query
$access_permission_query
UNION ALL
SELECT
'Revenue',
revenue_id,
revenue_date,
revenue_created_at,
0,
category_name,
revenue_client_id,
client_name,
revenue_amount,
revenue_currency_code,
revenue_payment_method,
revenue_reference,
revenue_account_id,
account_name,
account_archived_at
FROM revenues
LEFT JOIN categories ON revenue_category_id = category_id
LEFT JOIN clients ON revenue_client_id = client_id
LEFT JOIN accounts ON revenue_account_id = account_id
LEFT JOIN transfers ON transfer_revenue_id = revenue_id
WHERE revenue_archived_at IS NULL
AND transfer_id IS NULL
$revenue_client_query";
$income_filter_query =
"WHERE DATE(income_date) BETWEEN '$dtf' AND '$dtt'
AND (income_source LIKE '%$q%' OR income_client LIKE '%$q%' OR income_account LIKE '%$q%' OR income_method LIKE '%$q%' OR income_reference LIKE '%$q%' OR income_amount LIKE '%$q%')
$type_query
$account_query
$method_query";
$sql = mysqli_query(
$mysqli,
"SELECT SQL_CALC_FOUND_ROWS * FROM (
$income_query
) AS income
$income_filter_query
ORDER BY $sort $order LIMIT $record_from, $record_to"
);
$num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
// Summary - totals for the current filtered view, split by where the money came from
$sql_summary = mysqli_query(
$mysqli,
"SELECT
SUM(CASE WHEN income_type = 'Payment' THEN income_amount ELSE 0 END) AS total_payments,
SUM(CASE WHEN income_type = 'Revenue' THEN income_amount ELSE 0 END) AS total_revenues,
SUM(income_amount) AS total_income
FROM (
$income_query
) AS income
$income_filter_query"
);
$row = mysqli_fetch_assoc($sql_summary);
$summary_total_payments = floatval($row['total_payments']);
$summary_total_revenues = floatval($row['total_revenues']);
$summary_total_income = floatval($row['total_income']);
?>
<div class="card card-dark">
<div class="card-header py-2">
<h3 class="card-title mt-2"><i class="fas fa-fw fa-hand-holding-usd mr-2"></i>Income</h3>
<?php if (lookupUserPermission("module_sales") >= 2) { ?>
<div class="card-tools">
<button type="button" class="btn btn-primary ajax-modal" data-modal-url="modals/revenue/revenue_add.php" data-modal-size="lg">
<i class="fas fa-plus mr-2"></i>New Revenue
</button>
</div>
<?php } ?>
</div>
<div class="card-body">
<form class="mb-4" autocomplete="off">
<?php if ($client_url) { ?>
<input type="hidden" name="client_id" value="<?php echo $client_id; ?>">
<?php } ?>
<div class="row">
<div class="col-sm-4">
<div class="input-group mb-3 mb-sm-0">
<input type="search" class="form-control" name="q" value="<?php if (isset($q)) { echo stripslashes(escapeHtml($q)); } ?>" placeholder="Search Income">
<div class="input-group-append">
<button class="btn btn-secondary" type="button" data-toggle="collapse" data-target="#advancedFilter"><i class="fas fa-filter"></i></button>
<button class="btn btn-primary"><i class="fa fa-search"></i></button>
</div>
</div>
</div>
<div class="col-md-2">
<div class="input-group mb-3 mb-sm-0">
<select class="form-control select2" name="type" onchange="this.form.submit()">
<option value="">- All Types -</option>
<?php foreach ($income_types_array as $income_type_option) { ?>
<option <?php if ($type_filter == $income_type_option) { echo "selected"; } ?>><?php echo $income_type_option; ?></option>
<?php } ?>
</select>
</div>
</div>
<div class="col-md-2">
<div class="input-group mb-3 mb-sm-0">
<select class="form-control select2" name="account" onchange="this.form.submit()">
<option value="">- All Accounts -</option>
<?php
$sql_accounts_filter = mysqli_query($mysqli, "SELECT account_id, account_name FROM accounts
WHERE EXISTS (SELECT 1 FROM payments WHERE payment_account_id = account_id)
OR EXISTS (SELECT 1 FROM revenues WHERE revenue_account_id = account_id)
ORDER BY account_name ASC");
while ($row = mysqli_fetch_assoc($sql_accounts_filter)) {
$filter_account_id = intval($row['account_id']);
$filter_account_name = escapeHtml($row['account_name']);
?>
<option <?php if ($account_filter == $filter_account_id) { echo "selected"; } ?> value="<?php echo $filter_account_id; ?>"><?php echo $filter_account_name; ?></option>
<?php
}
?>
</select>
</div>
</div>
<div class="col-sm-2">
<div class="input-group">
<select class="form-control select2" name="method" onchange="this.form.submit()">
<option value="">- All Payment Methods -</option>
<?php
$sql_payment_methods_filter = mysqli_query($mysqli, "SELECT DISTINCT payment_method AS method FROM payments WHERE payment_method != ''
UNION SELECT DISTINCT revenue_payment_method FROM revenues WHERE revenue_payment_method != ''
ORDER BY method ASC");
while ($row = mysqli_fetch_assoc($sql_payment_methods_filter)) {
$filter_method = escapeHtml($row['method']);
?>
<option <?php if ($method_filter == $filter_method) { echo "selected"; } ?>><?php echo $filter_method; ?></option>
<?php
}
?>
</select>
</div>
</div>
</div>
<div class="collapse mt-3 <?php if (isset($_GET['dtf']) && $_GET['dtf'] !== '1970-01-01') { echo "show"; } ?>" id="advancedFilter">
<div class="row">
<div class="col-md-3">
<div class="form-group">
<label>Date range</label>
<input type="text" id="dateFilter" class="form-control" autocomplete="off">
<input type="hidden" name="canned_date" id="canned_date" value="<?php echo escapeHtml($_GET['canned_date']) ?? ''; ?>">
<input type="hidden" name="dtf" id="dtf" value="<?php echo escapeHtml($dtf ?? ''); ?>">
<input type="hidden" name="dtt" id="dtt" value="<?php echo escapeHtml($dtt ?? ''); ?>">
</div>
</div>
</div>
</div>
</form>
<hr>
<div class="row">
<div class="col-lg-4 col-md-6 col-sm-12">
<!-- small box -->
<div class="small-box bg-primary">
<div class="inner">
<h3><?php echo numfmt_format_currency($currency_format, $summary_total_payments, $session_company_currency); ?></h3>
<p>Invoice Payments</p>
</div>
<div class="icon">
<i class="fa fa-credit-card"></i>
</div>
</div>
</div>
<!-- ./col -->
<div class="col-lg-4 col-md-6 col-sm-12">
<!-- small box -->
<div class="small-box bg-info">
<div class="inner">
<h3><?php echo numfmt_format_currency($currency_format, $summary_total_revenues, $session_company_currency); ?></h3>
<p>Other Revenue</p>
</div>
<div class="icon">
<i class="fa fa-hand-holding-usd"></i>
</div>
</div>
</div>
<!-- ./col -->
<div class="col-lg-4 col-md-6 col-sm-12">
<!-- small box -->
<div class="small-box bg-success">
<div class="inner">
<h3><?php echo numfmt_format_currency($currency_format, $summary_total_income, $session_company_currency); ?></h3>
<p>Total Income</p>
</div>
<div class="icon">
<i class="fa fa-balance-scale"></i>
</div>
</div>
</div>
<!-- ./col -->
</div>
<div class="table-responsive">
<table class="table table-striped table-borderless table-hover">
<thead class="text-dark <?php if ($num_rows[0] == 0) { echo "d-none"; } ?> text-nowrap">
<tr>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_date&order=<?php echo $disp; ?>">
Date <?php if ($sort == 'income_date') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_type&order=<?php echo $disp; ?>">
Type <?php if ($sort == 'income_type') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_source&order=<?php echo $disp; ?>">
Source <?php if ($sort == 'income_source') { echo $order_icon; } ?>
</a>
</th>
<?php if (!$client_url) { ?>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_client&order=<?php echo $disp; ?>">
Client <?php if ($sort == 'income_client') { echo $order_icon; } ?>
</a>
</th>
<?php } ?>
<th class="text-right">
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_amount&order=<?php echo $disp; ?>">
Amount <?php if ($sort == 'income_amount') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_method&order=<?php echo $disp; ?>">
Method <?php if ($sort == 'income_method') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_reference&order=<?php echo $disp; ?>">
Reference <?php if ($sort == 'income_reference') { echo $order_icon; } ?>
</a>
</th>
<th>
<a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_account&order=<?php echo $disp; ?>">
Account <?php if ($sort == 'income_account') { echo $order_icon; } ?>
</a>
</th>
<th class="text-center">Action</th>
</tr>
</thead>
<tbody>
<?php
while ($row = mysqli_fetch_assoc($sql)) {
$income_type = escapeHtml($row['income_type']);
$income_id = intval($row['income_id']);
$income_date = escapeHtml($row['income_date']);
$income_invoice_id = intval($row['income_invoice_id']);
$income_source = escapeHtml($row['income_source']);
$income_client_id = intval($row['income_client_id']);
$income_client = escapeHtml($row['income_client']);
$income_amount = floatval($row['income_amount']);
$income_currency_code = escapeHtml($row['income_currency_code']);
$income_method = escapeHtml($row['income_method']);
$income_reference = escapeHtml($row['income_reference']);
if (empty($income_reference)) {
$income_reference_display = "-";
} else {
$income_reference_display = $income_reference;
}
$income_account = escapeHtml($row['income_account']);
$income_account_archived = escapeHtml($row['income_account_archived']);
if (empty($income_account_archived)) {
$income_account_archived_display = "";
} else {
$income_account_archived_display = "Archived - ";
}
// Each type keeps its own edit modal and delete handler
if ($income_type == 'Payment') {
$income_edit_modal = "modals/payment/payment_edit.php?id=$income_id";
$income_delete_action = "delete_payment=$income_id";
$income_type_badge = "badge-primary";
} else {
$income_edit_modal = "modals/revenue/revenue_edit.php?id=$income_id";
$income_delete_action = "delete_revenue=$income_id";
$income_type_badge = "badge-info";
}
?>
<tr>
<td>
<a class="ajax-modal" href="#"
data-modal-size = "lg"
data-modal-url = "<?php echo $income_edit_modal; ?>">
<?php echo $income_date; ?>
</a>
</td>
<td><span class="badge <?php echo $income_type_badge; ?>"><?php echo $income_type; ?></span></td>
<td>
<?php if ($income_type == 'Payment' && $income_invoice_id) { ?>
<a href="invoice.php?<?php echo $client_url; ?>invoice_id=<?php echo $income_invoice_id; ?>">
<?php echo $income_source; ?>
</a>
<?php } else { ?>
<?php echo $income_source; ?>
<?php } ?>
</td>
<?php if (!$client_url) { ?>
<td>
<?php if ($income_client_id) { ?>
<a href="income.php?client_id=<?php echo $income_client_id; ?>"><?php echo $income_client; ?></a>
<?php } else { ?>
-
<?php } ?>
</td>
<?php } ?>
<td class="text-right text-monospace"><?php echo numfmt_format_currency($currency_format, $income_amount, $income_currency_code); ?></td>
<td><?php echo $income_method; ?></td>
<td><?php echo $income_reference_display; ?></td>
<td><?php echo "$income_account_archived_display$income_account"; ?></td>
<td>
<?php if (lookupUserPermission("module_sales") >= 3) { ?>
<div class="dropdown dropleft text-center">
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
<i class="fas fa-ellipsis-h"></i>
</button>
<div class="dropdown-menu">
<a class="dropdown-item ajax-modal" href="#"
data-modal-size = "lg"
data-modal-url = "<?php echo $income_edit_modal; ?>">
<i class="fas fa-fw fa-edit mr-2"></i>Edit
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger text-bold confirm-link" href="post.php?<?php echo $income_delete_action; ?>&csrf_token=<?= $_SESSION['csrf_token'] ?>">
<i class="fas fa-fw fa-trash mr-2"></i>Delete
</a>
</div>
</div>
<?php } ?>
</td>
</tr>
<?php
}
?>
</tbody>
</table>
</div>
<?php require_once "../includes/filter_footer.php"; ?>
</div>
</div>
<?php
require_once "../includes/footer.php";

526
income-merge.patch Normal file
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@@ -0,0 +1,526 @@
diff --git a/agent/dashboard.php b/agent/dashboard.php
index c020f99..92e8895 100644
--- a/agent/dashboard.php
+++ b/agent/dashboard.php
@@ -179,7 +179,7 @@ if ($user_config_dashboard_financial_enable == 1) {
<div class="row">
<div class="col-lg-4 col-md-6 col-sm-12">
<!-- small box -->
- <a class="small-box bg-primary" href="payments.php?dtf=<?php echo $year; ?>-01-01&dtt=<?php echo $year; ?>-12-31">
+ <a class="small-box bg-primary" href="income.php?dtf=<?php echo $year; ?>-01-01&dtt=<?php echo $year; ?>-12-31">
<div class="inner">
<h3><?php echo numfmt_format_currency($currency_format, $total_income, "$session_company_currency"); ?></h3>
<p>Income</p>
diff --git a/agent/includes/client_side_nav.php b/agent/includes/client_side_nav.php
index 320a14c..0a7a774 100644
--- a/agent/includes/client_side_nav.php
+++ b/agent/includes/client_side_nav.php
@@ -304,13 +304,13 @@
<?php if (lookupUserPermission("module_financial") >= 1) { ?>
<li class="nav-item">
- <a href="/agent/payments.php?client_id=<?php echo $client_id; ?>" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "payments.php") { echo "active"; } ?>">
- <i class="nav-icon fas fa-credit-card"></i>
+ <a href="/agent/income.php?client_id=<?php echo $client_id; ?>" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "income.php") { echo "active"; } ?>">
+ <i class="nav-icon fas fa-hand-holding-usd"></i>
<p>
- Payments
+ Income
<?php
- if ($num_payments > 0) { ?>
- <span class="right badge text-light"><?php echo $num_payments; ?></span>
+ if ($num_income > 0) { ?>
+ <span class="right badge text-light"><?php echo $num_income; ?></span>
<?php } ?>
</p>
</a>
diff --git a/agent/includes/inc_all_client.php b/agent/includes/inc_all_client.php
index 24c01b7..cc67617 100644
--- a/agent/includes/inc_all_client.php
+++ b/agent/includes/inc_all_client.php
@@ -201,8 +201,11 @@ if (isset($_GET['client_id'])) {
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('recurring_invoice_id') AS num FROM recurring_invoices WHERE recurring_invoice_archived_at IS NULL AND recurring_invoice_client_id = $client_id"));
$num_recurring_invoices = $row['num'];
- $row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('payment_id') AS num FROM payments, invoices WHERE payment_invoice_id = invoice_id AND invoice_client_id = $client_id"));
- $num_payments = $row['num'];
+ $row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT
+ (SELECT COUNT(payment_id) FROM payments, invoices WHERE payment_invoice_id = invoice_id AND payment_archived_at IS NULL AND invoice_client_id = $client_id)
+ + (SELECT COUNT(revenue_id) FROM revenues LEFT JOIN transfers ON transfer_revenue_id = revenue_id WHERE transfer_id IS NULL AND revenue_archived_at IS NULL AND revenue_client_id = $client_id)
+ AS num"));
+ $num_income = $row['num'];
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT('file_id') AS num FROM files WHERE file_archived_at IS NULL AND file_client_id = $client_id"));
$num_files = $row['num'];
diff --git a/agent/includes/side_nav.php b/agent/includes/side_nav.php
index 2680b35..abbf9fd 100644
--- a/agent/includes/side_nav.php
+++ b/agent/includes/side_nav.php
@@ -139,15 +139,9 @@
<li class="nav-header mt-3">FINANCE</li>
<?php if (lookupUserPermission("module_financial") >= 1) { ?>
<li class="nav-item">
- <a href="/agent/payments.php" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "payments.php") { echo "active"; } ?>">
- <i class="nav-icon fas fa-credit-card"></i>
- <p>Payments</p>
- </a>
- </li>
- <li class="nav-item">
- <a href="/agent/revenues.php" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "revenues.php") { echo "active"; } ?>">
+ <a href="/agent/income.php" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "income.php") { echo "active"; } ?>">
<i class="nav-icon fas fa-hand-holding-usd"></i>
- <p>Revenues</p>
+ <p>Income</p>
</a>
</li>
<li class="nav-item">
diff --git a/agent/income.php b/agent/income.php
new file mode 100644
index 0000000..183b809
--- /dev/null
+++ b/agent/income.php
@@ -0,0 +1,444 @@
+<?php
+
+// Default Column Sortby/Order Filter
+$sort = "income_date";
+$order = "DESC";
+
+// If client_id is in URI then show client Side Bar and client header
+if (isset($_GET['client_id'])) {
+ require_once "includes/inc_all_client.php";
+ $payment_client_query = "AND invoice_client_id = $client_id";
+ $revenue_client_query = "AND revenue_client_id = $client_id";
+ $client_url = "client_id=$client_id&";
+} else {
+ require_once "includes/inc_all.php";
+ $payment_client_query = '';
+ $revenue_client_query = '';
+ $client_url = '';
+}
+
+// Perms
+enforceUserPermission('module_financial');
+
+// Type Filter
+$income_types_array = ['Payment', 'Revenue'];
+if (isset($_GET['type']) && !empty($_GET['type']) && in_array($_GET['type'], $income_types_array)) {
+ $type_query = "AND (income_type = '" . escapeSql($_GET['type']) . "')";
+ $type_filter = escapeSql($_GET['type']);
+} else {
+ // Default - any
+ $type_query = '';
+ $type_filter = '';
+}
+
+// Account Filter
+if (isset($_GET['account']) && !empty($_GET['account'])) {
+ $account_query = 'AND (income_account_id = ' . intval($_GET['account']) . ')';
+ $account_filter = intval($_GET['account']);
+} else {
+ // Default - any
+ $account_query = '';
+ $account_filter = '';
+}
+
+// Payment Method Filter
+if (isset($_GET['method']) && !empty($_GET['method'])) {
+ $method_query = "AND (income_method = '" . escapeSql($_GET['method']) . "')";
+ $method_filter = escapeHtml($_GET['method']);
+} else {
+ // Default - any
+ $method_query = '';
+ $method_filter = '';
+}
+
+// Money in comes from two places - payments applied to an invoice, and standalone revenues.
+// Transfers between accounts are stored as a linked expense + revenue pair, so the revenue leg
+// is excluded here (transfer_id IS NULL) - moving your own money is not income.
+$income_query =
+ "SELECT
+ 'Payment' AS income_type,
+ payment_id AS income_id,
+ payment_date AS income_date,
+ payment_created_at AS income_created_at,
+ payment_invoice_id AS income_invoice_id,
+ CONCAT(invoice_prefix, invoice_number) AS income_source,
+ invoice_client_id AS income_client_id,
+ client_name AS income_client,
+ payment_amount AS income_amount,
+ payment_currency_code AS income_currency_code,
+ payment_method AS income_method,
+ payment_reference AS income_reference,
+ payment_account_id AS income_account_id,
+ account_name AS income_account,
+ account_archived_at AS income_account_archived
+ FROM payments
+ LEFT JOIN invoices ON payment_invoice_id = invoice_id
+ LEFT JOIN clients ON invoice_client_id = client_id
+ LEFT JOIN accounts ON payment_account_id = account_id
+ WHERE payment_archived_at IS NULL
+ $payment_client_query
+ $access_permission_query
+
+ UNION ALL
+
+ SELECT
+ 'Revenue',
+ revenue_id,
+ revenue_date,
+ revenue_created_at,
+ 0,
+ category_name,
+ revenue_client_id,
+ client_name,
+ revenue_amount,
+ revenue_currency_code,
+ revenue_payment_method,
+ revenue_reference,
+ revenue_account_id,
+ account_name,
+ account_archived_at
+ FROM revenues
+ LEFT JOIN categories ON revenue_category_id = category_id
+ LEFT JOIN clients ON revenue_client_id = client_id
+ LEFT JOIN accounts ON revenue_account_id = account_id
+ LEFT JOIN transfers ON transfer_revenue_id = revenue_id
+ WHERE revenue_archived_at IS NULL
+ AND transfer_id IS NULL
+ $revenue_client_query";
+
+$income_filter_query =
+ "WHERE DATE(income_date) BETWEEN '$dtf' AND '$dtt'
+ AND (income_source LIKE '%$q%' OR income_client LIKE '%$q%' OR income_account LIKE '%$q%' OR income_method LIKE '%$q%' OR income_reference LIKE '%$q%' OR income_amount LIKE '%$q%')
+ $type_query
+ $account_query
+ $method_query";
+
+$sql = mysqli_query(
+ $mysqli,
+ "SELECT SQL_CALC_FOUND_ROWS * FROM (
+ $income_query
+ ) AS income
+ $income_filter_query
+ ORDER BY $sort $order LIMIT $record_from, $record_to"
+);
+
+$num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
+
+// Summary - totals for the current filtered view, split by where the money came from
+$sql_summary = mysqli_query(
+ $mysqli,
+ "SELECT
+ SUM(CASE WHEN income_type = 'Payment' THEN income_amount ELSE 0 END) AS total_payments,
+ SUM(CASE WHEN income_type = 'Revenue' THEN income_amount ELSE 0 END) AS total_revenues,
+ SUM(income_amount) AS total_income
+ FROM (
+ $income_query
+ ) AS income
+ $income_filter_query"
+);
+$row = mysqli_fetch_assoc($sql_summary);
+$summary_total_payments = floatval($row['total_payments']);
+$summary_total_revenues = floatval($row['total_revenues']);
+$summary_total_income = floatval($row['total_income']);
+
+?>
+
+ <div class="card card-dark">
+ <div class="card-header py-2">
+ <h3 class="card-title mt-2"><i class="fas fa-fw fa-hand-holding-usd mr-2"></i>Income</h3>
+ <?php if (lookupUserPermission("module_sales") >= 2) { ?>
+ <div class="card-tools">
+ <button type="button" class="btn btn-primary ajax-modal" data-modal-url="modals/revenue/revenue_add.php" data-modal-size="lg">
+ <i class="fas fa-plus mr-2"></i>New Revenue
+ </button>
+ </div>
+ <?php } ?>
+ </div>
+
+ <div class="card-body">
+ <form class="mb-4" autocomplete="off">
+ <?php if ($client_url) { ?>
+ <input type="hidden" name="client_id" value="<?php echo $client_id; ?>">
+ <?php } ?>
+ <div class="row">
+ <div class="col-sm-4">
+ <div class="input-group mb-3 mb-sm-0">
+ <input type="search" class="form-control" name="q" value="<?php if (isset($q)) { echo stripslashes(escapeHtml($q)); } ?>" placeholder="Search Income">
+ <div class="input-group-append">
+ <button class="btn btn-secondary" type="button" data-toggle="collapse" data-target="#advancedFilter"><i class="fas fa-filter"></i></button>
+ <button class="btn btn-primary"><i class="fa fa-search"></i></button>
+ </div>
+ </div>
+ </div>
+ <div class="col-md-2">
+ <div class="input-group mb-3 mb-sm-0">
+ <select class="form-control select2" name="type" onchange="this.form.submit()">
+ <option value="">- All Types -</option>
+ <?php foreach ($income_types_array as $income_type_option) { ?>
+ <option <?php if ($type_filter == $income_type_option) { echo "selected"; } ?>><?php echo $income_type_option; ?></option>
+ <?php } ?>
+ </select>
+ </div>
+ </div>
+ <div class="col-md-2">
+ <div class="input-group mb-3 mb-sm-0">
+ <select class="form-control select2" name="account" onchange="this.form.submit()">
+ <option value="">- All Accounts -</option>
+
+ <?php
+ $sql_accounts_filter = mysqli_query($mysqli, "SELECT account_id, account_name FROM accounts
+ WHERE EXISTS (SELECT 1 FROM payments WHERE payment_account_id = account_id)
+ OR EXISTS (SELECT 1 FROM revenues WHERE revenue_account_id = account_id)
+ ORDER BY account_name ASC");
+ while ($row = mysqli_fetch_assoc($sql_accounts_filter)) {
+ $filter_account_id = intval($row['account_id']);
+ $filter_account_name = escapeHtml($row['account_name']);
+ ?>
+ <option <?php if ($account_filter == $filter_account_id) { echo "selected"; } ?> value="<?php echo $filter_account_id; ?>"><?php echo $filter_account_name; ?></option>
+ <?php
+ }
+ ?>
+
+ </select>
+ </div>
+ </div>
+
+ <div class="col-sm-2">
+ <div class="input-group">
+ <select class="form-control select2" name="method" onchange="this.form.submit()">
+ <option value="">- All Payment Methods -</option>
+
+ <?php
+ $sql_payment_methods_filter = mysqli_query($mysqli, "SELECT DISTINCT payment_method AS method FROM payments WHERE payment_method != ''
+ UNION SELECT DISTINCT revenue_payment_method FROM revenues WHERE revenue_payment_method != ''
+ ORDER BY method ASC");
+ while ($row = mysqli_fetch_assoc($sql_payment_methods_filter)) {
+ $filter_method = escapeHtml($row['method']);
+ ?>
+ <option <?php if ($method_filter == $filter_method) { echo "selected"; } ?>><?php echo $filter_method; ?></option>
+ <?php
+ }
+ ?>
+
+ </select>
+ </div>
+ </div>
+ </div>
+ <div class="collapse mt-3 <?php if (isset($_GET['dtf']) && $_GET['dtf'] !== '1970-01-01') { echo "show"; } ?>" id="advancedFilter">
+ <div class="row">
+ <div class="col-md-3">
+ <div class="form-group">
+ <label>Date range</label>
+ <input type="text" id="dateFilter" class="form-control" autocomplete="off">
+ <input type="hidden" name="canned_date" id="canned_date" value="<?php echo escapeHtml($_GET['canned_date']) ?? ''; ?>">
+ <input type="hidden" name="dtf" id="dtf" value="<?php echo escapeHtml($dtf ?? ''); ?>">
+ <input type="hidden" name="dtt" id="dtt" value="<?php echo escapeHtml($dtt ?? ''); ?>">
+ </div>
+ </div>
+ </div>
+ </div>
+ </form>
+ <hr>
+
+ <div class="row">
+ <div class="col-lg-4 col-md-6 col-sm-12">
+ <!-- small box -->
+ <div class="small-box bg-primary">
+ <div class="inner">
+ <h3><?php echo numfmt_format_currency($currency_format, $summary_total_payments, $session_company_currency); ?></h3>
+ <p>Invoice Payments</p>
+ </div>
+ <div class="icon">
+ <i class="fa fa-credit-card"></i>
+ </div>
+ </div>
+ </div>
+ <!-- ./col -->
+
+ <div class="col-lg-4 col-md-6 col-sm-12">
+ <!-- small box -->
+ <div class="small-box bg-info">
+ <div class="inner">
+ <h3><?php echo numfmt_format_currency($currency_format, $summary_total_revenues, $session_company_currency); ?></h3>
+ <p>Other Revenue</p>
+ </div>
+ <div class="icon">
+ <i class="fa fa-hand-holding-usd"></i>
+ </div>
+ </div>
+ </div>
+ <!-- ./col -->
+
+ <div class="col-lg-4 col-md-6 col-sm-12">
+ <!-- small box -->
+ <div class="small-box bg-success">
+ <div class="inner">
+ <h3><?php echo numfmt_format_currency($currency_format, $summary_total_income, $session_company_currency); ?></h3>
+ <p>Total Income</p>
+ </div>
+ <div class="icon">
+ <i class="fa fa-balance-scale"></i>
+ </div>
+ </div>
+ </div>
+ <!-- ./col -->
+ </div>
+
+ <div class="table-responsive">
+ <table class="table table-striped table-borderless table-hover">
+ <thead class="text-dark <?php if ($num_rows[0] == 0) { echo "d-none"; } ?> text-nowrap">
+ <tr>
+ <th>
+ <a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_date&order=<?php echo $disp; ?>">
+ Date <?php if ($sort == 'income_date') { echo $order_icon; } ?>
+ </a>
+ </th>
+ <th>
+ <a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_type&order=<?php echo $disp; ?>">
+ Type <?php if ($sort == 'income_type') { echo $order_icon; } ?>
+ </a>
+ </th>
+ <th>
+ <a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_source&order=<?php echo $disp; ?>">
+ Source <?php if ($sort == 'income_source') { echo $order_icon; } ?>
+ </a>
+ </th>
+ <?php if (!$client_url) { ?>
+ <th>
+ <a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_client&order=<?php echo $disp; ?>">
+ Client <?php if ($sort == 'income_client') { echo $order_icon; } ?>
+ </a>
+ </th>
+ <?php } ?>
+ <th class="text-right">
+ <a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_amount&order=<?php echo $disp; ?>">
+ Amount <?php if ($sort == 'income_amount') { echo $order_icon; } ?>
+ </a>
+ </th>
+ <th>
+ <a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_method&order=<?php echo $disp; ?>">
+ Method <?php if ($sort == 'income_method') { echo $order_icon; } ?>
+ </a>
+ </th>
+ <th>
+ <a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_reference&order=<?php echo $disp; ?>">
+ Reference <?php if ($sort == 'income_reference') { echo $order_icon; } ?>
+ </a>
+ </th>
+ <th>
+ <a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=income_account&order=<?php echo $disp; ?>">
+ Account <?php if ($sort == 'income_account') { echo $order_icon; } ?>
+ </a>
+ </th>
+ <th class="text-center">Action</th>
+ </tr>
+ </thead>
+ <tbody>
+ <?php
+
+ while ($row = mysqli_fetch_assoc($sql)) {
+ $income_type = escapeHtml($row['income_type']);
+ $income_id = intval($row['income_id']);
+ $income_date = escapeHtml($row['income_date']);
+ $income_invoice_id = intval($row['income_invoice_id']);
+ $income_source = escapeHtml($row['income_source']);
+ $income_client_id = intval($row['income_client_id']);
+ $income_client = escapeHtml($row['income_client']);
+ $income_amount = floatval($row['income_amount']);
+ $income_currency_code = escapeHtml($row['income_currency_code']);
+ $income_method = escapeHtml($row['income_method']);
+ $income_reference = escapeHtml($row['income_reference']);
+ if (empty($income_reference)) {
+ $income_reference_display = "-";
+ } else {
+ $income_reference_display = $income_reference;
+ }
+ $income_account = escapeHtml($row['income_account']);
+ $income_account_archived = escapeHtml($row['income_account_archived']);
+ if (empty($income_account_archived)) {
+ $income_account_archived_display = "";
+ } else {
+ $income_account_archived_display = "Archived - ";
+ }
+
+ // Each type keeps its own edit modal and delete handler
+ if ($income_type == 'Payment') {
+ $income_edit_modal = "modals/payment/payment_edit.php?id=$income_id";
+ $income_delete_action = "delete_payment=$income_id";
+ $income_type_badge = "badge-primary";
+ } else {
+ $income_edit_modal = "modals/revenue/revenue_edit.php?id=$income_id";
+ $income_delete_action = "delete_revenue=$income_id";
+ $income_type_badge = "badge-info";
+ }
+
+ ?>
+
+ <tr>
+ <td>
+ <a class="ajax-modal" href="#"
+ data-modal-size = "lg"
+ data-modal-url = "<?php echo $income_edit_modal; ?>">
+ <?php echo $income_date; ?>
+ </a>
+ </td>
+ <td><span class="badge <?php echo $income_type_badge; ?>"><?php echo $income_type; ?></span></td>
+ <td>
+ <?php if ($income_type == 'Payment' && $income_invoice_id) { ?>
+ <a href="invoice.php?<?php echo $client_url; ?>invoice_id=<?php echo $income_invoice_id; ?>">
+ <?php echo $income_source; ?>
+ </a>
+ <?php } else { ?>
+ <?php echo $income_source; ?>
+ <?php } ?>
+ </td>
+ <?php if (!$client_url) { ?>
+ <td>
+ <?php if ($income_client_id) { ?>
+ <a href="income.php?client_id=<?php echo $income_client_id; ?>"><?php echo $income_client; ?></a>
+ <?php } else { ?>
+ -
+ <?php } ?>
+ </td>
+ <?php } ?>
+ <td class="text-right text-monospace"><?php echo numfmt_format_currency($currency_format, $income_amount, $income_currency_code); ?></td>
+ <td><?php echo $income_method; ?></td>
+ <td><?php echo $income_reference_display; ?></td>
+ <td><?php echo "$income_account_archived_display$income_account"; ?></td>
+ <td>
+ <?php if (lookupUserPermission("module_sales") >= 3) { ?>
+ <div class="dropdown dropleft text-center">
+ <button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
+ <i class="fas fa-ellipsis-h"></i>
+ </button>
+ <div class="dropdown-menu">
+ <a class="dropdown-item ajax-modal" href="#"
+ data-modal-size = "lg"
+ data-modal-url = "<?php echo $income_edit_modal; ?>">
+ <i class="fas fa-fw fa-edit mr-2"></i>Edit
+ </a>
+ <div class="dropdown-divider"></div>
+ <a class="dropdown-item text-danger text-bold confirm-link" href="post.php?<?php echo $income_delete_action; ?>&csrf_token=<?= $_SESSION['csrf_token'] ?>">
+ <i class="fas fa-fw fa-trash mr-2"></i>Delete
+ </a>
+ </div>
+ </div>
+ <?php } ?>
+ </td>
+ </tr>
+
+ <?php
+
+ }
+
+ ?>
+
+ </tbody>
+ </table>
+ </div>
+ <?php require_once "../includes/filter_footer.php"; ?>
+ </div>
+ </div>
+
+<?php
+require_once "../includes/footer.php";