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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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92
agent/post/recurring_invoice.php
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@@ -605,55 +605,89 @@ if (isset($_POST['set_recurring_payment'])) {
}
if (isset($_POST['export_client_recurring_invoice_csv'])) {
if (isset($_POST['export_recurring_invoices'])) {
validateCSRFToken();
// Exports are reads - see CONTRIBUTING.md
enforceUserPermission('module_sales');
$client_id = intval($_POST['client_id']);
$format = resolveExportFormat($_POST['export_recurring_invoices']);
enforceClientAccess();
// Filters inherited from the recurring invoices page - mirrors agent/recurring_invoices.php
$filter_summary = [];
//get records from database
$sql = mysqli_query($mysqli,"SELECT client_name FROM clients WHERE client_id = $client_id");
$row = mysqli_fetch_assoc($sql);
if (!empty($_POST['client_id'])) {
$client_id = intval($_POST['client_id']);
$client_query = "AND recurring_invoice_client_id = $client_id";
$client_name = getFieldById('clients', $client_id, 'client_name');
$file_name_prepend = "$client_name-";
$filter_summary['Client'] = $client_name;
$client_name = $row['client_name'];
enforceClientAccess();
} else {
$client_query = '';
$client_id = 0; // for Logging
$file_name_prepend = "$session_company_name-";
}
$sql = mysqli_query($mysqli,"SELECT * FROM recurring_invoices WHERE recurring_invoice_client_id = $client_id ORDER BY recurring_invoice_number ASC");
// Status Filter
if (isset($_POST['status']) && $_POST['status'] === 'inactive') {
$status_query = "AND recurring_invoice_status = 0";
$filter_summary['Status'] = 'Inactive';
} elseif (isset($_POST['status']) && $_POST['status'] === 'active') {
$status_query = "AND recurring_invoice_status = 1";
$filter_summary['Status'] = 'Active';
} else {
// Default - any
$status_query = '';
}
// 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['Created'] = $date_range;
}
// Search Filter
$q = escapeSql($_POST['q'] ?? '');
if (!empty($q)) {
$filter_summary['Search'] = $_POST['q'];
}
$sql = mysqli_query(
$mysqli,
"SELECT * FROM recurring_invoices
LEFT JOIN clients ON recurring_invoice_client_id = client_id
LEFT JOIN categories ON recurring_invoice_category_id = category_id
WHERE (CONCAT(recurring_invoice_prefix,recurring_invoice_number) LIKE '%$q%' OR recurring_invoice_frequency LIKE '%$q%' OR recurring_invoice_scope LIKE '%$q%' OR client_name LIKE '%$q%' OR category_name LIKE '%$q%')
AND DATE(recurring_invoice_created_at) BETWEEN '$dtf' AND '$dtt'
$status_query
$client_query
$access_permission_query
ORDER BY recurring_invoice_number ASC"
);
$num_rows = mysqli_num_rows($sql);
if ($num_rows > 0) {
$delimiter = ",";
$filename = $client_name . "-Recurring Invoices-" . date('Y-m-d') . ".csv";
//create a file pointer
$f = fopen('php://memory', 'w');
guardExportPdfRowCount($format, $num_rows);
//set column headers
$fields = array('Recurring Number', 'Scope', 'Amount', 'Frequency', 'Date Created');
fputcsv($f, $fields, $delimiter);
$export = beginExport('recurring_invoices', $format, $file_name_prepend . 'RecurringInvoices', 'Recurring Invoices', summarizeExportFilters($filter_summary));
//output each row of the data, format line as csv and write to file pointer
while($row = $sql->fetch_assoc()) {
$lineData = array($row['recurring_invoice_prefix'] . $row['recurring_invoice_number'], $row['recurring_invoice_scope'], $row['recurring_invoice_amount'], ucwords($row['recurring_invoice_frequency'] . "ly"), $row['recurring_invoice_created_at']);
fputcsv($f, array_map('escapeCsvFormula', $lineData), $delimiter);
while ($row = mysqli_fetch_assoc($sql)) {
$row['recurring_invoice_number_display'] = $row['recurring_invoice_prefix'] . $row['recurring_invoice_number'];
$row['recurring_invoice_frequency_display'] = ucwords($row['recurring_invoice_frequency'] . 'ly');
addExportRow($export, $row);
}
//move back to beginning of file
fseek($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);
finishExport($export);
}
logAudit("Recurring Invoice", "Export", "$session_name exported $num_rows recurring invoices to CSV file");
logAudit("Recurring Invoice", "Export", "$session_name exported $num_rows recurring invoice(s) to a " . strtoupper($format) . " file", $client_id);
exit;