Added Report Clients with a Balance

This commit is contained in:
johnnyq 2023-06-21 15:22:17 -04:00
parent 090ecf2e80
commit 0c7fbda127
2 changed files with 76 additions and 0 deletions

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@ -0,0 +1,70 @@
<?php
require_once("inc_all_reports.php");
validateAccountantRole();
?>
<div class="card card-dark">
<div class="card-header py-2">
<h3 class="card-title mt-2"><i class="fas fa-fw fa-exclamation-triangle mr-2"></i>Clients with a Balance</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">
<?php
$sql_clients = mysqli_query($mysqli, "SELECT c.client_id, c.client_name,
IFNULL(SUM(i.invoice_amount), 0) AS invoice_amounts,
IFNULL(SUM(p.payment_amount), 0) AS amount_paid
FROM
clients c
LEFT JOIN
invoices i ON c.client_id = i.invoice_client_id AND i.invoice_status NOT IN ('Draft', 'Cancelled')
LEFT JOIN
payments p ON i.invoice_id = p.payment_invoice_id
GROUP BY
c.client_id
HAVING
IFNULL(SUM(i.invoice_amount), 0) - IFNULL(SUM(p.payment_amount), 0) != 0
");
?>
<div class="table-responsive-sm">
<table class="table table-striped">
<thead>
<tr>
<th>Client</th>
<th class="text-right">Balance</th>
</tr>
</thead>
<tbody>
<?php
while ($row = mysqli_fetch_array($sql_clients)) {
$client_id = intval($row['client_id']);
$client_name = nullable_htmlentities($row['client_name']);
$invoice_amounts = floatval($row['invoice_amounts']);
$amount_paid = floatval($row['amount_paid']);
$balance = $invoice_amounts - $amount_paid;
?>
<tr>
<td><?php echo $client_name; ?></td>
<td class="text-right"><?php echo numfmt_format_currency($currency_format, $balance, $session_company_currency); ?></td>
</tr>
<?php
}
?>
</tbody>
</table>
</div>
</div>
</div>
<?php
require_once("footer.php");

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@ -37,6 +37,12 @@
<p>Recurring Income By Client</p>
</a>
</li>
<li class="nav-item">
<a href="report_clients_with_balance.php" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "report_clients_with_balance.php") { echo "active"; } ?>">
<i class="fa fa-exclamation-triangle nav-icon"></i>
<p>Clients with a Balance</p>
</a>
</li>
<li class="nav-item">
<a href="report_expense_summary.php" class="nav-link <?php if (basename($_SERVER["PHP_SELF"]) == "report_expense_summary.php") { echo "active"; } ?>">
<i class="far fa-credit-card nav-icon"></i>