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Fix dashboard Income by Category excluding partial payments and revenues

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johnnyq
2026-09-03 13:20:37 -04:00
parent a0fe18fff1
commit e9f9dac656
1 changed files with 28 additions and 2 deletions
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30
agent/dashboard.php
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@@ -1025,14 +1025,40 @@ if ($user_config_dashboard_technical_enable == 1) {
data: { data: {
labels: [ labels: [
<?php <?php
mysqli_query($mysqli, "CREATE TEMPORARY TABLE TopCategories SELECT category_name, category_id, SUM(invoice_amount) AS total_income FROM categories, invoices WHERE invoice_category_id = category_id AND invoice_status = 'Paid' AND YEAR(invoice_date) = $year GROUP BY category_name, category_id ORDER BY total_income DESC LIMIT 5"); // Cash basis, matching the Cash Flow chart above and the Income Summary
// report - payments carry their invoice's category, and standalone
// revenues count too. Keying off invoice_status = 'Paid' instead would
// drop every partially paid invoice and every revenue from the chart.
mysqli_query($mysqli, "CREATE TEMPORARY TABLE TopCategories
SELECT category_name, category_id, SUM(income.amount) AS total_income
FROM (SELECT invoice_category_id AS income_category_id, payment_amount AS amount
FROM payments
INNER JOIN invoices ON invoice_id = payment_invoice_id
WHERE YEAR(payment_date) = $year AND invoice_category_id > 0
UNION ALL
SELECT revenue_category_id AS income_category_id, revenue_amount AS amount
FROM revenues
WHERE YEAR(revenue_date) = $year AND revenue_category_id > 0) AS income
INNER JOIN categories ON category_id = income.income_category_id
GROUP BY category_name, category_id
ORDER BY total_income DESC LIMIT 5");
$sql_categories = mysqli_query($mysqli, "SELECT category_name FROM TopCategories"); $sql_categories = mysqli_query($mysqli, "SELECT category_name FROM TopCategories");
while ($row = mysqli_fetch_assoc($sql_categories)) { while ($row = mysqli_fetch_assoc($sql_categories)) {
$category_name = json_encode($row['category_name']); $category_name = json_encode($row['category_name']);
echo "$category_name,"; echo "$category_name,";
} }
$sql_other_categories = mysqli_query($mysqli, "SELECT SUM(invoices.invoice_amount) AS other_income FROM categories LEFT JOIN TopCategories ON categories.category_id = TopCategories.category_id INNER JOIN invoices ON categories.category_id = invoices.invoice_category_id WHERE TopCategories.category_id IS NULL AND invoice_status = 'Paid' AND YEAR(invoice_date) = $year"); $sql_other_categories = mysqli_query($mysqli, "SELECT SUM(income.amount) AS other_income
FROM (SELECT invoice_category_id AS income_category_id, payment_amount AS amount
FROM payments
INNER JOIN invoices ON invoice_id = payment_invoice_id
WHERE YEAR(payment_date) = $year AND invoice_category_id > 0
UNION ALL
SELECT revenue_category_id AS income_category_id, revenue_amount AS amount
FROM revenues
WHERE YEAR(revenue_date) = $year AND revenue_category_id > 0) AS income
LEFT JOIN TopCategories ON TopCategories.category_id = income.income_category_id
WHERE TopCategories.category_id IS NULL");
$row = mysqli_fetch_assoc($sql_other_categories); $row = mysqli_fetch_assoc($sql_other_categories);
$other_income = floatval($row['other_income']); $other_income = floatval($row['other_income']);
if ($other_income > 0) { if ($other_income > 0) {