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

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>

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>

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>

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>
@ -91,117 +109,134 @@ $num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
</div>
</form>
<hr>
<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>
<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>
<th><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=expense_description&order=<?php echo $disp; ?>">Description</a></th>
<th class="text-right"><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=expense_amount&order=<?php echo $disp; ?>">Amount</a></th>
<th><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=account_name&order=<?php echo $disp; ?>">Account</a></th>
<th><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=client_name&order=<?php echo $disp; ?>">Client</a></th>
<th class="text-center">Action</th>
</tr>
</thead>
<tbody>
<?php
<form id="bulkActions" action="post.php" method="post">
<div class="table-responsive-sm">
<table class="table table-striped table-borderless table-hover">
<thead class="text-dark <?php if ($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>
<th><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=expense_description&order=<?php echo $disp; ?>">Description</a></th>
<th class="text-right"><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=expense_amount&order=<?php echo $disp; ?>">Amount</a></th>
<th><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=account_name&order=<?php echo $disp; ?>">Account</a></th>
<th><a class="text-dark" href="?<?php echo $url_query_strings_sort; ?>&sort=client_name&order=<?php echo $disp; ?>">Client</a></th>
<th class="text-center">Action</th>
</tr>
</thead>
<tbody>
<?php
while ($row = mysqli_fetch_array($sql)) {
$expense_id = intval($row['expense_id']);
$expense_date = nullable_htmlentities($row['expense_date']);
$expense_amount = floatval($row['expense_amount']);
$expense_currency_code = nullable_htmlentities($row['expense_currency_code']);
$expense_description = nullable_htmlentities($row['expense_description']);
$expense_receipt = nullable_htmlentities($row['expense_receipt']);
$expense_reference = nullable_htmlentities($row['expense_reference']);
$expense_created_at = nullable_htmlentities($row['expense_created_at']);
$expense_vendor_id = intval($row['expense_vendor_id']);
$vendor_name = nullable_htmlentities($row['vendor_name']);
$expense_category_id = intval($row['expense_category_id']);
$category_name = nullable_htmlentities($row['category_name']);
$account_name = nullable_htmlentities($row['account_name']);
$expense_account_id = intval($row['expense_account_id']);
$client_name = nullable_htmlentities($row['client_name']);
if(empty($client_name)) {
$client_name_display = "-";
} else {
$client_name_display = $client_name;
}
$expense_client_id = intval($row['expense_client_id']);
if (empty($expense_receipt)) {
$receipt_attached = "";
} else {
$receipt_attached = "<a class='text-secondary mr-2' target='_blank' href='uploads/expenses/$expense_receipt' download='$expense_date-$vendor_name-$category_name-$expense_id.pdf'><i class='fa fa-file-pdf'></i></a>";
}
?>
<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 $category_name; ?></td>
<td><?php echo truncate($expense_description, 50); ?></td>
<td class="text-bold text-right"><?php echo numfmt_format_currency($currency_format, $expense_amount, $expense_currency_code); ?></td>
<td><?php echo $account_name; ?></td>
<td><?php echo $client_name_display; ?></td>
<td>
<div class="dropdown dropleft text-center">
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
<i class="fas fa-ellipsis-h"></i>
</button>
<div class="dropdown-menu">
<?php
if (!empty($expense_receipt)) { ?>
<a class="dropdown-item" href="<?php echo "uploads/expenses/$expense_receipt"; ?>" download="<?php echo "$expense_date-$vendor_name-$category_name-$expense_id.pdf"; ?>">
<i class="fas fa-fw fa-download mr-2"></i>Download
</a>
<div class="dropdown-divider"></div>
<?php } ?>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#editExpenseModal<?php echo $expense_id; ?>">
<i class="fas fa-fw fa-edit mr-2"></i>Edit
</a>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#addExpenseCopyModal<?php echo $expense_id; ?>">
<i class="fas fa-fw fa-copy mr-2"></i>Copy
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#addExpenseRefundModal<?php echo $expense_id; ?>">
<i class="fas fa-fw fa-undo-alt mr-2"></i>Refund
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger text-bold confirm-link" href="post.php?delete_expense=<?php echo $expense_id; ?>">
<i class="fas fa-fw fa-trash mr-2"></i>Delete
</a>
</div>
</div>
</td>
</tr>
<?php
require "expense_edit_modal.php";
require "expense_copy_modal.php";
require "expense_refund_modal.php";
require "expense_export_modal.php";
while ($row = mysqli_fetch_array($sql)) {
$expense_id = intval($row['expense_id']);
$expense_date = nullable_htmlentities($row['expense_date']);
$expense_amount = floatval($row['expense_amount']);
$expense_currency_code = nullable_htmlentities($row['expense_currency_code']);
$expense_description = nullable_htmlentities($row['expense_description']);
$expense_receipt = nullable_htmlentities($row['expense_receipt']);
$expense_reference = nullable_htmlentities($row['expense_reference']);
$expense_created_at = nullable_htmlentities($row['expense_created_at']);
$expense_vendor_id = intval($row['expense_vendor_id']);
$vendor_name = nullable_htmlentities($row['vendor_name']);
$expense_category_id = intval($row['expense_category_id']);
$category_name = nullable_htmlentities($row['category_name']);
$account_name = nullable_htmlentities($row['account_name']);
$expense_account_id = intval($row['expense_account_id']);
$client_name = nullable_htmlentities($row['client_name']);
if(empty($client_name)) {
$client_name_display = "-";
} else {
$client_name_display = $client_name;
}
$expense_client_id = intval($row['expense_client_id']);
if (empty($expense_receipt)) {
$receipt_attached = "";
} else {
$receipt_attached = "<a class='text-secondary mr-2' target='_blank' href='uploads/expenses/$expense_receipt' download='$expense_date-$vendor_name-$category_name-$expense_id.pdf'><i class='fa fa-file-pdf'></i></a>";
}
?>
<tr>
<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 $category_name; ?></td>
<td><?php echo truncate($expense_description, 50); ?></td>
<td class="text-bold text-right"><?php echo numfmt_format_currency($currency_format, $expense_amount, $expense_currency_code); ?></td>
<td><?php echo $account_name; ?></td>
<td><?php echo $client_name_display; ?></td>
<td>
<div class="dropdown dropleft text-center">
<button class="btn btn-secondary btn-sm" type="button" data-toggle="dropdown">
<i class="fas fa-ellipsis-h"></i>
</button>
<div class="dropdown-menu">
<?php
if (!empty($expense_receipt)) { ?>
<a class="dropdown-item" href="<?php echo "uploads/expenses/$expense_receipt"; ?>" download="<?php echo "$expense_date-$vendor_name-$category_name-$expense_id.pdf"; ?>">
<i class="fas fa-fw fa-download mr-2"></i>Download
</a>
<div class="dropdown-divider"></div>
<?php } ?>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#editExpenseModal<?php echo $expense_id; ?>">
<i class="fas fa-fw fa-edit mr-2"></i>Edit
</a>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#addExpenseCopyModal<?php echo $expense_id; ?>">
<i class="fas fa-fw fa-copy mr-2"></i>Copy
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item" href="#" data-toggle="modal" data-target="#addExpenseRefundModal<?php echo $expense_id; ?>">
<i class="fas fa-fw fa-undo-alt mr-2"></i>Refund
</a>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger text-bold confirm-link" href="post.php?delete_expense=<?php echo $expense_id; ?>">
<i class="fas fa-fw fa-trash mr-2"></i>Delete
</a>
</div>
</div>
</td>
</tr>
<?php
require "expense_edit_modal.php";
require "expense_copy_modal.php";
require "expense_refund_modal.php";
require "expense_export_modal.php";
}
?>
</tbody>
</table>
</div>
</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";

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']);