AS1024
/
itflow
mirror of https://github.com/itflow-org/itflow
1
0
Fork 0
Code Issues Packages Projects Releases Wiki Activity

Feature: Bulk Edit Category, Client and Account for expenses

This commit is contained in:
johnnyq 2024-01-31 17:09:35 -05:00
parent 19f4e215de
commit 96ff92d070
5 changed files with 386 additions and 101 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

58
expense_bulk_edit_account_modal.php Normal file
View File

@ -0,0 +1,58 @@
<div class="modal" id="bulkEditAccountModal" tabindex="-1">
<div class="modal-dialog">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-piggy-bank mr-2"></i>Bulk Set Account</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</div>
<div class="modal-body bg-white">
<div class="form-group">
<label>Account <strong class="text-danger">*</strong></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-piggy-bank"></i></span>
</div>
<select class="form-control select2" name="bulk_account_id">
<?php
$sql = mysqli_query($mysqli, "SELECT account_id, account_name, opening_balance FROM accounts WHERE account_archived_at IS NULL ORDER BY account_name ASC");
while ($row = mysqli_fetch_array($sql)) {
$account_id = intval($row['account_id']);
$account_name = nullable_htmlentities($row['account_name']);
$opening_balance = floatval($row['opening_balance']);
$sql_payments = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS total_payments FROM payments WHERE payment_account_id = $account_id");
$row = mysqli_fetch_array($sql_payments);
$total_payments = floatval($row['total_payments']);
$sql_revenues = mysqli_query($mysqli, "SELECT SUM(revenue_amount) AS total_revenues FROM revenues WHERE revenue_account_id = $account_id");
$row = mysqli_fetch_array($sql_revenues);
$total_revenues = floatval($row['total_revenues']);
$sql_expenses = mysqli_query($mysqli, "SELECT SUM(expense_amount) AS total_expenses FROM expenses WHERE expense_account_id = $account_id");
$row = mysqli_fetch_array($sql_expenses);
$total_expenses = floatval($row['total_expenses']);
$balance = $opening_balance + $total_payments + $total_revenues - $total_expenses;
?>
<option <?php if ($config_default_expense_account == $account_id) { echo "selected"; } ?> value="<?php echo $account_id; ?>"><div class="float-left"><?php echo $account_name; ?></div><div class="float-right"> [$<?php echo number_format($balance, 2); ?>]</div></option>
<?php
}
?>
</select>
</div>
</div>
</div>
<div class="modal-footer bg-white">
<button type="submit" name="bulk_edit_expense_account" class="btn btn-primary text-bold"><i class="fa fa-fw fa-check mr-2"></i>Set</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
</div>
</div>
</div>
</div>

42
expense_bulk_edit_category_modal.php Normal file
View File

@ -0,0 +1,42 @@
<div class="modal" id="bulkEditCategoryModal" tabindex="-1">
<div class="modal-dialog">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-list mr-2"></i>Bulk Set Category</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</div>
<div class="modal-body bg-white">
<div class="form-group">
<label>Category <strong class="text-danger">*</strong></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-list"></i></span>
</div>
<select class="form-control select2" name="bulk_category_id">
<?php
$sql = mysqli_query($mysqli, "SELECT category_id, category_name FROM categories WHERE category_type = 'Expense' AND category_archived_at IS NULL ORDER BY category_name ASC");
while ($row = mysqli_fetch_array($sql)) {
$category_id = intval($row['category_id']);
$category_name = nullable_htmlentities($row['category_name']);
?>
<option value="<?php echo $category_id; ?>"><?php echo $category_name; ?></option>
<?php
}
?>
</select>
</div>
</div>
</div>
<div class="modal-footer bg-white">
<button type="submit" name="bulk_edit_expense_category" class="btn btn-primary text-bold"><i class="fa fa-fw fa-check mr-2"></i>Set</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
</div>
</div>
</div>
</div>

43
expense_bulk_edit_client_modal.php Normal file
View File

@ -0,0 +1,43 @@
<div class="modal" id="bulkEditClientModal" tabindex="-1">
<div class="modal-dialog">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-user mr-2"></i>Bulk Set Client</h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>&times;</span>
</button>
</div>
<div class="modal-body bg-white">
<div class="form-group">
<label>Client</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-user"></i></span>
</div>
<select class="form-control select2" name="bulk_client_id">
<option value="0">- No Client -</option>
<?php
$sql = mysqli_query($mysqli, "SELECT client_id, client_name FROM clients WHERE client_archived_at IS NULL ORDER BY client_name ASC");
while ($row = mysqli_fetch_array($sql)) {
$client_id = intval($row['client_id']);
$client_name = nullable_htmlentities($row['client_name']);
?>
<option value="<?php echo $client_id; ?>"><?php echo $client_name; ?></option>
<?php
}
?>
</select>
</div>
</div>
</div>
<div class="modal-footer bg-white">
<button type="submit" name="bulk_edit_expense_client" class="btn btn-primary text-bold"><i class="fa fa-fw fa-check mr-2"></i>Set</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Cancel</button>
</div>
</div>
</div>
</div>

37
expenses.php
View File

@ -48,7 +48,25 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</div>
</div>
<div class="col-sm-8">
<div class="float-right">
<div class="btn-group float-right">
<div class="dropdown ml-2" id="bulkActionButton" hidden>
<button class="btn btn-secondary dropdown-toggle" type="button" data-toggle="dropdown">
<i class="fas fa-fw fa-layer-group mr-2"></i>Bulk Action (<span id="selectedCount">0</span>)
</button>
<div class="dropdown-menu">
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditCategoryModal">
<i class="fas fa-fw fa-list mr-2"></i>Set Category
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditAccountModal">
<i class="fas fa-fw fa-piggy-bank mr-2"></i>Set Account
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#bulkEditClientModal">
<i class="fas fa-fw fa-user mr-2"></i>Set Client
</a>
</div>
</div>
</div>
</div>
</div>
@ -91,10 +109,16 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</div>
</form>
<hr>
<form id="bulkActions" action="post.php" method="post">
<div class="table-responsive-sm">
<table class="table table-striped table-borderless table-hover">
<thead class="text-dark <?php if ($num_rows[0] == 0) { echo "d-none"; } ?>">
<tr>
<td class="bg-light pr-0">
<div class="form-check">
<input class="form-check-input" id="selectAllCheckbox" type="checkbox" onclick="checkAll(this)">
</div>
</td>
<th><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=expense_date&order=<?php echo $disp; ?>">Date</a></th>
<th><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=vendor_name&order=<?php echo $disp; ?>">Vendor</a></th>
<th><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=category_name&order=<?php echo $disp; ?>">Category</a></th>
@ -140,6 +164,11 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
?>
<tr>
<td class="pr-0 bg-light">
<div class="form-check">
<input class="form-check-input bulk-select" type="checkbox" name="expense_ids[]" value="<?php echo $expense_id ?>">
</div>
</td>
<td><?php echo $receipt_attached; ?> <a class="text-dark" href="#" data-toggle="modal" data-target="#editExpenseModal<?php echo $expense_id; ?>"><?php echo $expense_date; ?></a></td>
<td><?php echo $vendor_name; ?></td>
<td><?php echo $category_name; ?></td>
@ -197,11 +226,17 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</tbody>
</table>
</div>
<?php require_once "expense_bulk_edit_category_modal.php"; ?>
<?php require_once "expense_bulk_edit_account_modal.php"; ?>
<?php require_once "expense_bulk_edit_client_modal.php"; ?>
</form>
<?php require_once "pagination.php";
?>
</div>
</div>
<script src="js/bulk_actions.js"></script>
<?php
require_once "expense_add_modal.php";

107
post/expense.php
View File

@ -108,6 +108,113 @@ if (isset($_GET['delete_expense'])) {
}
if (isset($_POST['bulk_edit_expense_category'])) {
$category_id = intval($_POST['bulk_category_id']);
// Get Category name for logging and Notification
$sql = mysqli_query($mysqli,"SELECT category_name FROM categories WHERE category_id = $category_id");
$row = mysqli_fetch_array($sql);
$category_name = sanitizeInput($row['category_name']);
// Get Selected Contacts Count
$expense_count = count($_POST['expense_ids']);
// Assign category to Selected Expenses
if (!empty($_POST['expense_ids'])) {
foreach($_POST['expense_ids'] as $expense_id) {
$expense_id = intval($expense_id);
// Get Expense Details for Logging
$sql = mysqli_query($mysqli,"SELECT expense_description, expense_client_id FROM expenses WHERE expense_id = $expense_id");
$row = mysqli_fetch_array($sql);
$expense_description = sanitizeInput($row['expense_description']);
$client_id = intval($row['expense_client_id']);
mysqli_query($mysqli,"UPDATE expenses SET expense_category_id = $category_id WHERE expense_id = $expense_id");
//Logging
mysqli_query($mysqli,"INSERT INTO logs SET log_type = 'Expense', log_action = 'Edit', log_description = '$session_name assigned $expense_description to expense category $category_name', log_ip = '$session_ip', log_user_agent = '$session_user_agent', log_client_id = $client_id, log_user_id = $session_user_id, log_entity_id = $expense_id");
} // End Assign Location Loop
$_SESSION['alert_message'] = "You assigned expense category <b>$category_name</b> to <b>$expense_count</b> expenses";
}
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_POST['bulk_edit_expense_account'])) {
$account_id = intval($_POST['bulk_account_id']);
// Get Account name for logging and Notification
$sql = mysqli_query($mysqli,"SELECT account_name FROM accounts WHERE account_id = $account_id");
$row = mysqli_fetch_array($sql);
$account_name = sanitizeInput($row['account_name']);
// Get Selected Contacts Count
$expense_count = count($_POST['expense_ids']);
// Assign category to Selected Expenses
if (!empty($_POST['expense_ids'])) {
foreach($_POST['expense_ids'] as $expense_id) {
$expense_id = intval($expense_id);
// Get Expense Details for Logging
$sql = mysqli_query($mysqli,"SELECT expense_description, expense_client_id FROM expenses WHERE expense_id = $expense_id");
$row = mysqli_fetch_array($sql);
$expense_description = sanitizeInput($row['expense_description']);
$client_id = intval($row['expense_client_id']);
mysqli_query($mysqli,"UPDATE expenses SET expense_account_id = $account_id WHERE expense_id = $expense_id");
//Logging
mysqli_query($mysqli,"INSERT INTO logs SET log_type = 'Expense', log_action = 'Edit', log_description = '$session_name assigned $expense_description to account $account_name', log_ip = '$session_ip', log_user_agent = '$session_user_agent', log_client_id = $client_id, log_user_id = $session_user_id, log_entity_id = $expense_id");
} // End Assign Location Loop
$_SESSION['alert_message'] = "You assigned account <b>$account_name</b> to <b>$expense_count</b> expenses";
}
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_POST['bulk_edit_expense_client'])) {
$client_id = intval($_POST['bulk_client_id']);
// Get Client name for logging and Notification
$sql = mysqli_query($mysqli,"SELECT client_name FROM clients WHERE client_id = $client_id");
$row = mysqli_fetch_array($sql);
$client_name = sanitizeInput($row['client_name']);
// Get Selected Contacts Count
$expense_count = count($_POST['expense_ids']);
// Assign category to Selected Expenses
if (!empty($_POST['expense_ids'])) {
foreach($_POST['expense_ids'] as $expense_id) {
$expense_id = intval($expense_id);
// Get Expense Details for Logging
$sql = mysqli_query($mysqli,"SELECT expense_description FROM expenses WHERE expense_id = $expense_id");
$row = mysqli_fetch_array($sql);
$expense_description = sanitizeInput($row['expense_description']);
mysqli_query($mysqli,"UPDATE expenses SET expense_client_id = $client_id WHERE expense_id = $expense_id");
//Logging
mysqli_query($mysqli,"INSERT INTO logs SET log_type = 'Expense', log_action = 'Edit', log_description = '$session_name assigned $expense_description to client $client_name', log_ip = '$session_ip', log_user_agent = '$session_user_agent', log_client_id = $client_id, log_user_id = $session_user_id, log_entity_id = $expense_id");
} // End Assign Location Loop
$_SESSION['alert_message'] = "You assigned Client <b>$client_name</b> to <b>$expense_count</b> expenses";
}
header("Location: " . $_SERVER["HTTP_REFERER"]);
}
if (isset($_POST['export_expenses_csv'])) {
$date_from = sanitizeInput($_POST['date_from']);
$date_to = sanitizeInput($_POST['date_to']);