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Feature: On all export modals added Filter Tab and Selectable Columns tab with default selected, also you can now export to a PDF

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johnnyq
2026-07-30 00:46:15 -04:00
parent 729d22d19b
commit 3c8f812a16
61 changed files with 3997 additions and 829 deletions
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132
agent/post/expense.php
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@@ -298,96 +298,98 @@ if (isset($_POST['bulk_delete_expenses'])) {
}
if (isset($_POST['export_expenses_csv'])) {
if (isset($_POST['export_expenses'])) {
validateCSRFToken();
// Exports are reads - see CONTRIBUTING.md
enforceUserPermission('module_financial');
$date_from = escapeSql($_POST['date_from']);
$date_to = escapeSql($_POST['date_to']);
$account = intval($_POST['account']);
$vendor = intval($_POST['vendor']);
$category = intval($_POST['category']);
$format = resolveExportFormat($_POST['export_expenses']);
if (!empty($date_from) && !empty($date_to)) {
$date_query = "AND DATE(expense_date) BETWEEN '$date_from' AND '$date_to'";
$file_name_date = "$date_from-to-$date_to";
}else{
$date_query = "";
$file_name_date = date('Y-m-d');
}
// Filters inherited from the expenses page - mirrors agent/expenses.php
$filter_summary = [];
// Vendor Filter
if ($account) {
$account_query = "AND expense_account_id = $account";
$client_id = 0; // for Logging
$file_name_prepend = "$session_company_name-";
// Account Filter
if (!empty($_POST['account'])) {
$filter_account_id = intval($_POST['account']);
$account_query = "AND (expense_account_id = $filter_account_id)";
$filter_summary['Account'] = getFieldById('accounts', $filter_account_id, 'account_name');
} else {
// Default - any
$account_query = '';
}
// Vendor Filter
if ($vendor) {
$vendor_query = "AND expense_vendor_id = $vendor";
if (!empty($_POST['vendor'])) {
$filter_vendor_id = intval($_POST['vendor']);
$vendor_query = "AND (vendor_id = $filter_vendor_id)";
$filter_summary['Vendor'] = getFieldById('vendors', $filter_vendor_id, 'vendor_name');
} else {
// Default - any
$vendor_query = '';
}
// Category Filter
if ($category) {
$category_query = "AND expense_category_id = $category";
if (!empty($_POST['category'])) {
$filter_category_id = intval($_POST['category']);
$category_query = "AND (category_id = $filter_category_id)";
$filter_summary['Category'] = getFieldById('categories', $filter_category_id, 'category_name');
} else {
// Default - any
$category_query = '';
}
//get records from database
$sql = mysqli_query($mysqli,"SELECT * FROM expenses
LEFT JOIN categories ON expense_category_id = category_id
LEFT JOIN vendors ON expense_vendor_id = vendor_id
LEFT JOIN accounts ON expense_account_id = account_id
LEFT JOIN clients ON expense_client_id = client_id
WHERE expense_vendor_id > 0
$date_query
$account_query
$vendor_query
$category_query
$access_permission_query
ORDER BY expense_date DESC
");
$num_rows = mysqli_num_rows($sql);
if ($num_rows > 0) {
$delimiter = ",";
$enclosure = '"';
$escape = '\\'; // backslash
$filename = sanitizeFilename("$session_company_name-Expenses-" . date('Y-m-d_H-i-s') . ".csv");
//create a file pointer
$f = fopen('php://memory', 'w');
//set column headers
$fields = array('Date', 'Amount', 'Vendor', 'Description', 'Category', 'Account');
fputcsv($f, $fields, $delimiter, $enclosure, $escape);
//output each row of the data, format line as csv and write to file pointer
while($row = mysqli_fetch_assoc($sql)) {
$lineData = array($row['expense_date'], $row['expense_amount'], $row['vendor_name'], $row['expense_description'], $row['category_name'], $row['account_name']);
fputcsv($f, array_map('escapeCsvFormula', $lineData), $delimiter, $enclosure, $escape);
}
//move back to beginning of file
fseek($f, 0);
//set headers to download file rather than displayed
header('Content-Type: text/csv');
header('Content-Disposition: attachment; filename="' . $filename . '";');
//output all remaining data on a file pointer
fpassthru($f);
// Date Filter
$dtf = escapeSql(!empty($_POST['dtf']) ? $_POST['dtf'] : '1970-01-01');
$dtt = escapeSql(!empty($_POST['dtt']) ? $_POST['dtt'] : '2099-12-31');
$date_range = formatExportDateRange($dtf, $dtt);
if ($date_range) {
$filter_summary['Dated'] = $date_range;
}
logAudit("Expense", "Export", "$session_name exported $num_rows expense(s) to CSV file");
// Search Filter
$q = escapeSql($_POST['q'] ?? '');
if (!empty($q)) {
$filter_summary['Search'] = $_POST['q'];
}
$sql = mysqli_query(
$mysqli,
"SELECT * FROM expenses
LEFT JOIN categories ON expense_category_id = category_id
LEFT JOIN vendors ON expense_vendor_id = vendor_id
LEFT JOIN accounts ON expense_account_id = account_id
LEFT JOIN clients ON expense_client_id = client_id
WHERE expense_vendor_id > 0
AND DATE(expense_date) BETWEEN '$dtf' AND '$dtt'
$vendor_query
$category_query
AND (vendor_name LIKE '%$q%' OR client_name LIKE '%$q%' OR category_name LIKE '%$q%' OR account_name LIKE '%$q%' OR expense_description LIKE '%$q%' OR expense_amount LIKE '%$q%')
$account_query
$access_permission_query
ORDER BY expense_date ASC"
);
$num_rows = mysqli_num_rows($sql);
if ($num_rows > 0) {
guardExportPdfRowCount($format, $num_rows);
$export = beginExport('expenses', $format, $file_name_prepend . 'Expenses', 'Expenses', summarizeExportFilters($filter_summary));
while ($row = mysqli_fetch_assoc($sql)) {
addExportRow($export, $row);
}
finishExport($export);
}
logAudit("Expense", "Export", "$session_name exported $num_rows expense(s) to a " . strtoupper($format) . " file", $client_id);
exit;