From 5cfae2520eb58dc86bdbe614f9e88e9ebbea5a90 Mon Sep 17 00:00:00 2001
From: Andrew Malsbury <andymalsb@gmail.com>
Date: Fri, 17 Nov 2023 21:43:37 +0000
Subject: [PATCH] Add functions for retrieving setting values and calculating
 taxes

---
 functions.php          |  56 ++++++++
 report_tax_summary.php | 303 +++++++++--------------------------------
 2 files changed, 120 insertions(+), 239 deletions(-)

diff --git a/functions.php b/functions.php
index 9f1523d7..7c3f19a0 100644
--- a/functions.php
+++ b/functions.php
@@ -778,3 +778,59 @@ function roundToNearest15($time) {
     // Return the decimal hours
     return number_format($decimalHours, 2);
 }
+
+// Get the value of a setting from the database
+function getSettingValue($mysqli, $setting_name) {
+    //if starts with config_ then get from config table
+    if (substr($setting_name, 0, 7) == "config_") {
+        $sql = mysqli_query($mysqli, "SELECT $setting_name FROM settings");
+        $row = mysqli_fetch_array($sql);
+        return $row[$setting_name];
+    } elseif (substr($setting_name, 0, 7) == "company") {
+        $sql = mysqli_query($mysqli, "SELECT $setting_name FROM companies");
+        $row = mysqli_fetch_array($sql);
+        return $row[$setting_name];
+    } else {
+        return "Cannot Find Setting Name";
+    }
+}
+
+function getMonthlyTax($tax_name, $month, $year, $mysqli) {
+    // SQL to calculate monthly tax
+    $sql = "SELECT SUM(item_tax) AS monthly_tax FROM invoice_items 
+            LEFT JOIN invoices ON invoice_items.item_invoice_id = invoices.invoice_id
+            LEFT JOIN payments ON invoices.invoice_id = payments.payment_invoice_id
+            WHERE YEAR(payments.payment_date) = $year AND MONTH(payments.payment_date) = $month
+            AND invoice_items.item_tax_id = (SELECT tax_id FROM taxes WHERE tax_name = '$tax_name')";
+    $result = mysqli_query($mysqli, $sql);
+    $row = mysqli_fetch_assoc($result);
+    return $row['monthly_tax'] ?? 0;
+}
+
+function getQuarterlyTax($tax_name, $quarter, $year, $mysqli) {
+    // Calculate start and end months for the quarter
+    $start_month = ($quarter - 1) * 3 + 1;
+    $end_month = $start_month + 2;
+
+    // SQL to calculate quarterly tax
+    $sql = "SELECT SUM(item_tax) AS quarterly_tax FROM invoice_items 
+            LEFT JOIN invoices ON invoice_items.item_invoice_id = invoices.invoice_id
+            LEFT JOIN payments ON invoices.invoice_id = payments.payment_invoice_id
+            WHERE YEAR(payments.payment_date) = $year AND MONTH(payments.payment_date) BETWEEN $start_month AND $end_month
+            AND invoice_items.item_tax_id = (SELECT tax_id FROM taxes WHERE tax_name = '$tax_name')";
+    $result = mysqli_query($mysqli, $sql);
+    $row = mysqli_fetch_assoc($result);
+    return $row['quarterly_tax'] ?? 0;
+}
+
+function getTotalTax($tax_name, $year, $mysqli) {
+    // SQL to calculate total tax
+    $sql = "SELECT SUM(item_tax) AS total_tax FROM invoice_items 
+            LEFT JOIN invoices ON invoice_items.item_invoice_id = invoices.invoice_id
+            LEFT JOIN payments ON invoices.invoice_id = payments.payment_invoice_id
+            WHERE YEAR(payments.payment_date) = $year
+            AND invoice_items.item_tax_id = (SELECT tax_id FROM taxes WHERE tax_name = '$tax_name')";
+    $result = mysqli_query($mysqli, $sql);
+    $row = mysqli_fetch_assoc($result);
+    return $row['total_tax'] ?? 0;
+}
\ No newline at end of file
diff --git a/report_tax_summary.php b/report_tax_summary.php
index 41fd0aeb..ea041602 100644
--- a/report_tax_summary.php
+++ b/report_tax_summary.php
@@ -4,16 +4,18 @@ require_once "inc_all_reports.php";
 
 validateAccountantRole();
 
-if (isset($_GET['year'])) {
-    $year = intval($_GET['year']);
-} else {
-    $year = date('Y');
-}
+$year = isset($_GET['year']) ? intval($_GET['year']) : date('Y');
+
+$view = isset($_GET['view']) ? $_GET['view'] : 'quarterly';
+$company_currency = getSettingValue($mysqli, 'company_currency');
+
 
 //GET unique years from expenses, payments and revenues
 $sql_all_years = mysqli_query($mysqli, "SELECT DISTINCT(YEAR(item_created_at)) AS all_years FROM invoice_items ORDER BY all_years DESC");
 
-$sql_tax = mysqli_query($mysqli, "SELECT * FROM taxes ORDER BY tax_name ASC");
+$sql_tax = mysqli_query($mysqli, 
+    "SELECT `tax_name`
+    FROM `taxes`");
 
 ?>
 
@@ -38,254 +40,77 @@ $sql_tax = mysqli_query($mysqli, "SELECT * FROM taxes ORDER BY tax_name ASC");
                     }
                     ?>
 
+                </select>
+
+                        <!-- View Selection Dropdown -->
+                <select onchange="this.form.submit()" class="form-control" name="view">
+                    <option value="monthly" <?php if ($view == 'monthly') echo "selected"; ?>>Monthly</option>
+                    <option value="quarterly" <?php if ($view == 'quarterly') echo "selected"; ?>>Quarterly</option>
                 </select>
             </form>
+
             <div class="table-responsive-sm">
                 <table class="table table-sm">
                     <thead class="text-dark">
                     <tr>
                         <th>Tax</th>
-                        <th class="text-right">Jan-Mar</th>
-                        <th class="text-right">Apr-Jun</th>
-                        <th class="text-right">Jul-Sep</th>
-                        <th class="text-right">Oct-Dec</th>
+                        <?php
+                        if ($view == 'monthly') {
+                            for ($i = 1; $i <= 12; $i++) {
+                                echo "<th class='text-right'>" . date('M', mktime(0, 0, 0, $i, 10)) . "</th>";
+                            }
+                        } else {
+                            echo "<th class='text-right'>Jan-Mar</th>";
+                            echo "<th class='text-right'>Apr-Jun</th>";
+                            echo "<th class='text-right'>Jul-Sep</th>";
+                            echo "<th class='text-right'>Oct-Dec</th>";
+                        }
+                        ?>
                         <th class="text-right">Total</th>
                     </tr>
                     </thead>
                     <tbody>
-                    <?php
-                    while ($row = mysqli_fetch_array($sql_tax)) {
-                        $tax_id = intval($row['tax_id']);
-                        $tax_name = nullable_htmlentities($row['tax_name']);
-                        ?>
+                        <?php
+                        while ($row = mysqli_fetch_array($sql_tax)) {
+                            echo "<tr>";
+                            echo "<td>" . $row['tax_name'] . "</td>";
 
+                            if ($view == 'monthly') {
+                                for ($i = 1; $i <= 12; $i++) {
+                                    $monthly_tax = getMonthlyTax($row['tax_name'], $i, $year, $mysqli);
+                                    echo "<td class='text-right'>" . numfmt_format_currency($currency_format, $monthly_tax, $company_currency) . "</td>";
+                                }
+                            } else {
+                                for ($q = 1; $q <= 4; $q++) {
+                                    $quarterly_tax = getQuarterlyTax($row['tax_name'], $q, $year, $mysqli);
+                                    echo "<td class='text-right'>" . numfmt_format_currency($currency_format, $quarterly_tax, $company_currency) . "</td>";
+                                }
+                            }
+
+                            // Calculate total for row and echo bold
+                            $total_tax = getTotalTax($row['tax_name'], $year, $mysqli);
+                            echo "<td class='text-right text-bold'>" . numfmt_format_currency($currency_format, $total_tax, $company_currency) . "</td>";
+                            echo "</tr>";
+                        }
+                        ?>
                         <tr>
-                            <td><?php echo $tax_name; ?></td>
-
-                            <?php
-
-                            $tax_collected_quarter_one = 0;
-
-                            for($month = 1; $month<=3; $month++) {
-
-                                $sql_tax_collected = mysqli_query(
-                                    $mysqli,
-                                    "SELECT SUM(item_tax) AS tax_collected_for_month 
-                                    FROM invoices, invoice_items 
-                                    WHERE item_invoice_id = invoice_id
-                                    AND invoice_status LIKE 'Paid' 
-                                    AND item_tax_id = $tax_id 
-                                    AND YEAR(invoice_date) = $year AND MONTH(invoice_date) = $month"
-                                );
-
-                                $row = mysqli_fetch_array($sql_tax_collected);
-                                $tax_collected_for_month = floatval($row['tax_collected_for_month']);
-
-                                $tax_collected_quarter_one = $tax_collected_quarter_one + $tax_collected_for_month;
-                            }
-
+                            <th>Total</th>
+                                <?php
+                                if ($view == 'monthly') {
+                                    for ($i = 1; $i <= 12; $i++) {
+                                        $monthly_tax = getMonthlyTax($row['tax_name'], $i, $year, $mysqli);
+                                        echo "<th class='text-right'>" . numfmt_format_currency($currency_format, $monthly_tax, $company_currency) . "</th>";
+                                    }
+                                } else {
+                                    for ($q = 1; $q <= 4; $q++) {
+                                        $quarterly_tax = getQuarterlyTax($row['tax_name'], $q, $year, $mysqli);
+                                        echo "<th class='text-right'>" . numfmt_format_currency($currency_format, $quarterly_tax, $company_currency) . "</th>";
+                                    }
+                                }
                             ?>
-
-                            <td class="text-right"><?php echo numfmt_format_currency($currency_format, $tax_collected_quarter_one, $session_company_currency); ?></td>
-
-                            <?php
-
-                            $tax_collected_quarter_two = 0;
-
-                            for($month = 4; $month <= 6; $month ++) {
-
-                                $sql_tax_collected = mysqli_query(
-                                    $mysqli,
-                                    "SELECT SUM(item_tax) AS tax_collected_for_month 
-                                    FROM invoices, invoice_items 
-                                    WHERE item_invoice_id = invoice_id
-                                    AND invoice_status LIKE 'Paid' 
-                                    AND item_tax_id = $tax_id 
-                                    AND YEAR(invoice_date) = $year AND MONTH(invoice_date) = $month"
-                                );
-
-                                $row = mysqli_fetch_array($sql_tax_collected);
-                                $tax_collected_for_month = floatval($row['tax_collected_for_month']);
-
-                                $tax_collected_quarter_two = $tax_collected_quarter_two + $tax_collected_for_month;
-                            }
-
-                            ?>
-
-                            <td class="text-right"><?php echo numfmt_format_currency($currency_format, $tax_collected_quarter_two, $session_company_currency); ?></td>
-
-                            <?php
-
-                            $tax_collected_quarter_three = 0;
-
-                            for($month = 7; $month <= 9; $month ++) {
-
-                                $sql_tax_collected = mysqli_query(
-                                    $mysqli,
-                                    "SELECT SUM(item_tax) AS tax_collected_for_month 
-                                    FROM invoices, invoice_items 
-                                    WHERE item_invoice_id = invoice_id
-                                    AND invoice_status LIKE 'Paid' 
-                                    AND item_tax_id = $tax_id 
-                                    AND YEAR(invoice_date) = $year AND MONTH(invoice_date) = $month"
-                                );
-
-                                $row = mysqli_fetch_array($sql_tax_collected);
-                                $tax_collected_for_month = floatval($row['tax_collected_for_month']);
-
-                                $tax_collected_quarter_three = $tax_collected_quarter_three + $tax_collected_for_month;
-                            }
-
-                            ?>
-
-                            <td class="text-right"><?php echo numfmt_format_currency($currency_format, $tax_collected_quarter_three, $session_company_currency); ?></td>
-
-                            <?php
-
-                            $tax_collected_quarter_four = 0;
-
-                            for($month = 10; $month <= 12; $month ++) {
-
-                                $sql_tax_collected = mysqli_query(
-                                    $mysqli,
-                                    "SELECT SUM(item_tax) AS tax_collected_for_month 
-                                    FROM invoices, invoice_items 
-                                    WHERE item_invoice_id = invoice_id
-                                    AND invoice_status LIKE 'Paid' 
-                                    AND item_tax_id = $tax_id 
-                                    AND YEAR(invoice_date) = $year AND MONTH(invoice_date) = $month"
-                                );
-
-                                $row = mysqli_fetch_array($sql_tax_collected);
-                                $tax_collected_for_month = floatval($row['tax_collected_for_month']);
-
-                                $tax_collected_quarter_four = $tax_collected_quarter_four + $tax_collected_for_month;
-                            }
-
-                            $total_tax_collected_four_quarters = $tax_collected_quarter_one + $tax_collected_quarter_two + $tax_collected_quarter_three + $tax_collected_quarter_four;
-
-                            ?>
-
-                            <td class="text-right"><?php echo numfmt_format_currency($currency_format, $tax_collected_quarter_four, $session_company_currency); ?></td>
-
-                            <td class="text-right"><?php echo numfmt_format_currency($currency_format, $total_tax_collected_four_quarters, $session_company_currency); ?></td>
+                            <td></td>
                         </tr>
-
-                        <?php
-
-                    }
-
-                    ?>
-
-                    <tr>
-                        <th>Total Taxes<br><br><br></th>
-                        <?php
-
-                        $tax_collected_total_quarter_one = 0;
-
-                        for($month = 1; $month <= 3; $month ++) {
-
-                            $sql_tax_collected = mysqli_query(
-                                $mysqli,
-                                "SELECT SUM(item_tax) AS tax_collected_for_month 
-                                FROM invoices, invoice_items 
-                                WHERE item_invoice_id = invoice_id
-                                AND invoice_status LIKE 'Paid'  
-                                AND YEAR(invoice_date) = $year AND MONTH(invoice_date) = $month"
-                            );
-
-                            $row = mysqli_fetch_array($sql_tax_collected);
-                            $tax_collected_for_month = floatval($row['tax_collected_for_month']);
-
-                            $tax_collected_total_quarter_one = $tax_collected_total_quarter_one + $tax_collected_for_month;
-                        }
-
-                        ?>
-
-                        <th class="text-right"><?php echo numfmt_format_currency($currency_format, $tax_collected_total_quarter_one, $session_company_currency); ?></th>
-
-                        <?php
-
-                        $tax_collected_total_quarter_two = 0;
-
-                        for($month = 4; $month <= 6; $month ++) {
-
-                            $sql_tax_collected = mysqli_query(
-                                $mysqli,
-                                "SELECT SUM(item_tax) AS tax_collected_for_month 
-                                FROM invoices, invoice_items 
-                                WHERE item_invoice_id = invoice_id
-                                AND invoice_status LIKE 'Paid'  
-                                AND YEAR(invoice_date) = $year AND MONTH(invoice_date) = $month"
-                            );
-
-                            $row = mysqli_fetch_array($sql_tax_collected);
-                            $tax_collected_for_month = floatval($row['tax_collected_for_month']);
-
-                            $tax_collected_total_quarter_two = $tax_collected_total_quarter_two + $tax_collected_for_month;
-                        }
-
-                        ?>
-
-                        <th class="text-right"><?php echo numfmt_format_currency($currency_format, $tax_collected_total_quarter_two, $session_company_currency); ?></th>
-
-                        <?php
-
-                        $tax_collected_total_quarter_three = 0;
-
-                        for($month = 7; $month <= 9; $month ++) {
-
-                            $sql_tax_collected = mysqli_query(
-                                $mysqli,
-                                "SELECT SUM(item_tax) AS tax_collected_for_month 
-                                FROM invoices, invoice_items 
-                                WHERE item_invoice_id = invoice_id
-                                AND invoice_status LIKE 'Paid'  
-                                AND YEAR(invoice_date) = $year AND MONTH(invoice_date) = $month"
-                            );
-
-                            $row = mysqli_fetch_array($sql_tax_collected);
-                            $tax_collected_for_month = floatval($row['tax_collected_for_month']);
-
-                            $tax_collected_total_quarter_three = $tax_collected_total_quarter_three + $tax_collected_for_month;
-                        }
-
-                        ?>
-
-                        <th class="text-right"><?php echo numfmt_format_currency($currency_format, $tax_collected_total_quarter_three, $session_company_currency); ?></th>
-
-                        <?php
-
-                        $tax_collected_total_quarter_four = 0;
-
-                        for($month = 10; $month <= 12; $month ++) {
-
-                            $sql_tax_collected = mysqli_query(
-                                $mysqli,
-                                "SELECT SUM(item_tax) AS tax_collected_for_month
-                                FROM invoices, invoice_items 
-                                WHERE item_invoice_id = invoice_id
-                                AND invoice_status LIKE 'Paid'  
-                                AND YEAR(invoice_date) = $year AND MONTH(invoice_date) = $month"
-                            );
-
-                            $row = mysqli_fetch_array($sql_tax_collected);
-                            $tax_collected_for_month = floatval($row['tax_collected_for_month']);
-
-                            $tax_collected_total_quarter_four = $tax_collected_total_quarter_four + $tax_collected_for_month;
-                        }
-
-                        $tax_collected_total_all_four_quarters = $tax_collected_total_quarter_one + $tax_collected_total_quarter_two + $tax_collected_total_quarter_three + $tax_collected_total_quarter_four;
-
-                        ?>
-
-                        <th class="text-right"><?php echo numfmt_format_currency($currency_format, $tax_collected_total_quarter_four, $session_company_currency); ?></th>
-
-
-
-
-                        <th class="text-right"><?php echo numfmt_format_currency($currency_format, $tax_collected_total_all_four_quarters, $session_company_currency); ?></th>
-                    </tr>
+                        
                     </tbody>
                 </table>
             </div>