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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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44
agent/post/transaction.php
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@@ -9,12 +9,17 @@ if (!defined('FROM_POST_HANDLER')) {
exit;
}
if (isset($_POST['export_transactions_csv'])) {
if (isset($_POST['export_transactions'])) {
validateCSRFToken();
enforceUserPermission('module_financial');
$format = resolveExportFormat($_POST['export_transactions']);
// Human-readable filter list for the PDF header
$filter_summary = [];
$date_from = escapeSql($_POST['date_from']);
$date_to = escapeSql($_POST['date_to']);
$account = intval($_POST['account']);
@@ -24,6 +29,7 @@ if (isset($_POST['export_transactions_csv'])) {
$transaction_types_array = ['Revenue', 'Payment', 'Expense', 'Transfer In', 'Transfer Out'];
if (!empty($_POST['type']) && in_array($_POST['type'], $transaction_types_array)) {
$type_query = "AND (transaction_type = '" . escapeSql($_POST['type']) . "')";
$filter_summary['Type'] = $_POST['type'];
} else {
// Default - any
$type_query = '';
@@ -32,6 +38,8 @@ if (isset($_POST['export_transactions_csv'])) {
// Category Filter
if ($category) {
$category_query = "AND (transaction_category_id = $category)";
$category_row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT category_name FROM categories WHERE category_id = $category"));
$filter_summary['Category'] = $category_row['category_name'] ?? '';
} else {
// Default - any
$category_query = '';
@@ -41,6 +49,8 @@ if (isset($_POST['export_transactions_csv'])) {
$client = intval($_POST['client']);
if ($client) {
$client_query = "AND (transaction_client_id = $client)";
$client_row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT client_name FROM clients WHERE client_id = $client"));
$filter_summary['Client'] = $client_row['client_name'] ?? '';
} else {
// Default - any
$client_query = '';
@@ -49,6 +59,7 @@ if (isset($_POST['export_transactions_csv'])) {
// Payment Method Filter
if (!empty($_POST['payment_method'])) {
$payment_method_query = "AND (transaction_payment_method = '" . escapeSql($_POST['payment_method']) . "')";
$filter_summary['Payment Method'] = $_POST['payment_method'];
} else {
// Default - any
$payment_method_query = '';
@@ -57,12 +68,14 @@ if (isset($_POST['export_transactions_csv'])) {
// Amount Range Filter - matched on absolute value so direction doesn't matter
if (isset($_POST['amount_min']) && $_POST['amount_min'] != '') {
$amount_min_query = 'AND (ABS(transaction_amount) >= ' . floatval($_POST['amount_min']) . ')';
$filter_summary['Amount from'] = floatval($_POST['amount_min']);
} else {
// Default - any
$amount_min_query = '';
}
if (isset($_POST['amount_max']) && $_POST['amount_max'] != '') {
$amount_max_query = 'AND (ABS(transaction_amount) <= ' . floatval($_POST['amount_max']) . ')';
$filter_summary['Amount to'] = floatval($_POST['amount_max']);
} else {
// Default - any
$amount_max_query = '';
@@ -71,6 +84,7 @@ if (isset($_POST['export_transactions_csv'])) {
// Search Filter - mirrors the transactions page search box
$q = escapeSql($_POST['q']);
if (!empty($q)) {
$filter_summary['Search'] = $_POST['q'];
$search_query = "AND (transaction_description LIKE '%$q%' OR transaction_category LIKE '%$q%' OR transaction_reference LIKE '%$q%' OR transaction_other_account LIKE '%$q%' OR transaction_amount LIKE '%$q%')";
} else {
// Default - any
@@ -80,6 +94,7 @@ if (isset($_POST['export_transactions_csv'])) {
// Date Filter
if (!empty($date_from) && !empty($date_to)) {
$date_query = "AND DATE(transaction_date) BETWEEN '$date_from' AND '$date_to'";
$filter_summary['Date'] = "$date_from to $date_to";
} else {
$date_query = '';
}
@@ -178,36 +193,19 @@ if (isset($_POST['export_transactions_csv'])) {
$num_rows = mysqli_num_rows($sql);
if ($num_rows > 0) {
$delimiter = ",";
$enclosure = '"';
$escape = '\\'; // backslash
$filename = sanitizeFilename("$session_company_name-$account_name-Transactions-" . date('Y-m-d_H-i-s') . ".csv");
//create a file pointer
$f = fopen('php://memory', 'w');
guardExportPdfRowCount($format, $num_rows);
//set column headers
$fields = array('Date', 'Type', 'Description', 'Transfer Account', 'Reference', 'Category', 'Payment Method', 'Amount', 'Balance');
fputcsv($f, $fields, $delimiter, $enclosure, $escape);
$export = beginExport('transactions', $format, "$session_company_name-$account_name-Transactions", "$account_name - Transactions", summarizeExportFilters($filter_summary));
//output each row of the data, format line as csv and write to file pointer
while ($row = mysqli_fetch_assoc($sql)) {
$lineData = array($row['transaction_date'], $row['transaction_type'], $row['transaction_description'], $row['transaction_other_account'], $row['transaction_reference'], $row['transaction_category'], $row['transaction_payment_method'], $row['transaction_amount'], $row['transaction_balance']);
fputcsv($f, array_map('escapeCsvFormula', $lineData), $delimiter, $enclosure, $escape);
addExportRow($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($export);
}
logAudit("Transaction", "Export", "$session_name exported $num_rows transaction(s) to CSV file");
logAudit("Transaction", "Export", "$session_name exported $num_rows transaction(s) to a " . strtoupper($format) . " file");
}