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https://github.com/itflow-org/itflow
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Add Account Statment in Client Portal with option to download as a PDF
This commit is contained in:
johnnyq
159
client/post.php
159
client/post.php
@@ -348,6 +348,165 @@ if (isset($_GET['close_ticket'])) {
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}
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}
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if (isset($_GET['export_statement_pdf'])) {
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validateCSRFToken();
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enforceContactCan('accounting');
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/*
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* SCOPING: the client is taken from the session, never from the request.
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* There is no client_id parameter on this handler by design - a contact
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* cannot ask for another company's statement because there is nothing to
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* ask with. enforceContactCan('accounting') above limits it to primary and
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* billing contacts, matching client/statement.php and client/invoices.php.
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*/
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$client_id = $session_client_id;
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$sql = mysqli_query($mysqli, "SELECT client_name FROM clients WHERE client_id = $client_id LIMIT 1");
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$row = mysqli_fetch_assoc($sql);
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$client_name = escapeHtml($row['client_name']);
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$sql = mysqli_query($mysqli, "SELECT company_address, company_city, company_country, company_logo, company_name,
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company_phone, company_phone_country_code, company_state, company_website, company_zip
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FROM companies WHERE company_id = 1");
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$row = mysqli_fetch_assoc($sql);
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$company_name = escapeHtml($row['company_name']);
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$company_country = escapeHtml($row['company_country']);
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$company_address = escapeHtml($row['company_address']);
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$company_city = escapeHtml($row['company_city']);
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$company_state = escapeHtml($row['company_state']);
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$company_zip = escapeHtml($row['company_zip']);
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$company_phone = escapeHtml(formatPhoneNumber($row['company_phone'], $row['company_phone_country_code']));
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$company_website = escapeHtml($row['company_website']);
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$company_logo = escapeHtml($row['company_logo']);
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// Same statement query as client/statement.php - payments summed in a
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// derived table so a twice-paid invoice is not counted twice, and the
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// balance test drops anything fully paid
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$statement_sql = mysqli_query(
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$mysqli,
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"SELECT invoice_amount, invoice_date, invoice_due, invoice_id, invoice_number, invoice_prefix,
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invoice_scope, IFNULL(amount_paid, 0) AS amount_paid
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FROM invoices
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LEFT JOIN (
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SELECT payment_invoice_id, SUM(payment_amount) AS amount_paid FROM payments
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WHERE payment_archived_at IS NULL
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GROUP BY payment_invoice_id
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) AS invoice_payments ON payment_invoice_id = invoice_id
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WHERE invoice_client_id = $client_id
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AND invoice_status NOT IN ('Draft', 'Cancelled', 'Non-Billable')
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AND invoice_amount - IFNULL(invoice_payments.amount_paid, 0) > 0
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ORDER BY invoice_date ASC, invoice_number ASC"
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);
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if (mysqli_num_rows($statement_sql) == 0) {
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flashAlert("There is nothing outstanding to put on a statement", 'error');
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redirect("statement.php");
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}
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require_once("../libs/TCPDF/tcpdf.php");
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// Start TCPDF
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$pdf = new TCPDF('P', 'mm', 'A4', true, 'UTF-8', false);
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$pdf->SetMargins(10, 10, 10);
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$pdf->setPrintHeader(false);
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$pdf->setPrintFooter(false);
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$pdf->AddPage();
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$pdf->SetFont('helvetica', '', 10);
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// Logo + title
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$html = '<table width="100%" cellspacing="0" cellpadding="3">
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<tr>
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<td width="40%">';
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if (!empty($company_logo) && file_exists("../uploads/settings/$company_logo")) {
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$html .= '<img src="/uploads/settings/' . $company_logo . '" width="120">';
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}
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$html .= '</td>
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<td width="60%" align="right">
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<span style="font-size:18pt; font-weight:bold;">Account Statement</span><br>
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<span style="font-size:11pt;">As of ' . date("Y-m-d") . '</span>
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</td>
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</tr>
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</table><br>';
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$html .= '<table width="100%" cellspacing="0" cellpadding="2">
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<tr>
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<td width="50%" style="font-size:14pt; font-weight:bold;">' . $company_name . '</td>
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<td width="50%" align="right" style="font-size:14pt; font-weight:bold;">' . $client_name . '</td>
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</tr>
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<tr>
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<td style="font-size:10pt; line-height:1.4;">' . nl2br(formatAddress($company_address, $company_city, $company_state, $company_zip, $company_country) . "\n$company_phone\n$company_website") . '</td>
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<td></td>
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</tr>
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</table><br>';
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// Statement lines
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$html .= '<table border="0" cellpadding="4" cellspacing="0" width="100%">
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<tr style="background-color:#343a40; color:#ffffff; font-weight:bold;">
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<td width="14%">Invoice</td>
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<td width="30%">Scope</td>
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<td width="13%">Date</td>
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<td width="13%">Due</td>
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<td width="10%" align="right">Amount</td>
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<td width="10%" align="right">Paid</td>
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<td width="10%" align="right">Balance</td>
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</tr>';
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$statement_total = 0;
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$statement_row_shade = false;
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while ($row = mysqli_fetch_assoc($statement_sql)) {
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$invoice_prefix = escapeHtml($row['invoice_prefix']);
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$invoice_number = intval($row['invoice_number']);
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$invoice_scope = escapeHtml($row['invoice_scope']);
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$invoice_date = escapeHtml($row['invoice_date']);
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$invoice_due = escapeHtml($row['invoice_due']);
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$invoice_amount = floatval($row['invoice_amount']);
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$amount_paid = floatval($row['amount_paid']);
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$invoice_balance = $invoice_amount - $amount_paid;
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$statement_total = $statement_total + $invoice_balance;
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// Same one-day grace as client/statement.php and client/invoices.php
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if (strtotime($invoice_due) + 86400 < time()) {
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$due_style = ' style="color:#dc3545;"';
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} else {
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$due_style = '';
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}
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$row_background = $statement_row_shade ? ' bgcolor="#f2f2f2"' : '';
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$statement_row_shade = !$statement_row_shade;
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$html .= '<tr' . $row_background . '>
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<td style="font-size:9pt;">' . $invoice_prefix . $invoice_number . '</td>
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<td style="font-size:9pt;">' . $invoice_scope . '</td>
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<td style="font-size:9pt;">' . $invoice_date . '</td>
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<td style="font-size:9pt;"' . $due_style . '>' . $invoice_due . '</td>
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<td style="font-size:9pt;" align="right">' . numfmt_format_currency($currency_format, $invoice_amount, $session_company_currency) . '</td>
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<td style="font-size:9pt;" align="right">' . numfmt_format_currency($currency_format, $amount_paid, $session_company_currency) . '</td>
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<td style="font-size:9pt;" align="right">' . numfmt_format_currency($currency_format, $invoice_balance, $session_company_currency) . '</td>
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</tr>';
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}
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$html .= '<tr>
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<td colspan="6" align="right" style="font-weight:bold;">Total Balance Due</td>
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<td align="right" style="font-weight:bold;">' . numfmt_format_currency($currency_format, $statement_total, $session_company_currency) . '</td>
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</tr>
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</table>';
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$pdf->writeHTML($html, true, false, true, false, '');
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$filename = toAlphanumeric($client_name) . "-Account_Statement-" . date("Y-m-d");
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$pdf->Output("$filename.pdf", 'D');
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exit();
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}
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if (isset($_GET['logout'])) {
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setcookie("PHPSESSID", '', time() - 3600, "/");
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