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https://github.com/itflow-org/itflow
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1085 lines
47 KiB
PHP
1085 lines
47 KiB
PHP
<?php
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/*
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* Dashboard data - agent/dashboard.php.
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*
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* The page renders; everything it shows is worked out here, so each number has
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* one definition. Where a number links somewhere, it is counted the way that
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* page filters, so clicking "4 unassigned" lands on a list of 4 tickets.
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*
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* Two kinds of number:
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* - point in time ("needs attention", my tickets, receivables, recurring) -
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* what is true right now, whatever period is picked
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* - period (income, expenses, profit, the donuts, miles, top clients) - for
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* the picked period, compared with the same span before it
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*
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* The cash flow chart also looks ahead: from this month on it shows what is
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* expected in and out, worked out from unpaid invoices and the recurring
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* invoices and expenses (dashboardExpectedIncome / dashboardExpectedExpenses).
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*
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* Anything tied to a client goes through clientScopeSql(), so a technician
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* restricted to some clients sees counts for those clients only.
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*/
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/*
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* ---------- periods ----------
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*/
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/** The preset periods, plus every year that has data. Key => label. */
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function dashboardPeriodOptions() {
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global $mysqli;
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$options = [
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'month' => 'This month',
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'30d' => 'Last 30 days',
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'quarter' => 'This quarter',
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'ytd' => 'Year to date',
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];
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$sql = mysqli_query($mysqli, "
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SELECT YEAR(payment_date) AS y FROM payments
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UNION SELECT YEAR(revenue_date) FROM revenues
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UNION SELECT YEAR(expense_date) FROM expenses
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UNION SELECT YEAR(invoice_date) FROM invoices
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UNION SELECT YEAR(ticket_created_at) FROM tickets
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ORDER BY y DESC
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");
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while ($row = mysqli_fetch_assoc($sql)) {
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$year = intval($row['y']);
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if ($year > 1970 && $year <= intval(date('Y'))) {
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$options["year-$year"] = (string) $year;
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}
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}
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return $options;
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}
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/** $date moved by $months, keeping the day but never spilling into the next month. */
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function dashboardShiftMonths($date, $months) {
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$d = new DateTime($date);
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$day = intval($d->format('j'));
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$d->modify('first day of this month')->modify(($months >= 0 ? '+' : '') . $months . ' months');
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$d->setDate(intval($d->format('Y')), intval($d->format('n')), min($day, intval($d->format('t'))));
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return $d->format('Y-m-d');
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}
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/**
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* Resolve a period key into dates. "To date" periods end today and compare
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* with the same number of days the period before, so day 9 of this month is
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* measured against days 1-9 of last month, not all of it.
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*/
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function dashboardPeriod($key) {
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$today = date('Y-m-d');
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$current_year = intval(date('Y'));
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// ?year=2025 is how the old dashboard linked to a year
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if (preg_match('/^year-(\d{4})$/', (string) $key, $m) && intval($m[1]) <= $current_year) {
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$year = intval($m[1]);
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return [
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'key' => "year-$year",
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'label' => (string) $year,
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'start' => "$year-01-01",
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'end' => "$year-12-31",
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'prev_start' => ($year - 1) . '-01-01',
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'prev_end' => ($year - 1) . '-12-31',
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'compare' => 'vs ' . ($year - 1),
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'compare_long' => 'compared with ' . ($year - 1),
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'chart_end' => "$year-12-01",
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'chart_label' => (string) $year,
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];
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}
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switch ($key) {
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case 'month':
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$start = date('Y-m-01');
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$prev_start = dashboardShiftMonths($start, -1);
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$prev_end = dashboardShiftMonths($today, -1);
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$label = 'This month';
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$compare = 'vs last month';
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$compare_long = 'compared with the same days last month';
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break;
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case '30d':
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$start = date('Y-m-d', strtotime('-29 days'));
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$prev_start = date('Y-m-d', strtotime('-59 days'));
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$prev_end = date('Y-m-d', strtotime('-30 days'));
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$label = 'Last 30 days';
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$compare = 'vs prior 30 days';
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$compare_long = 'compared with the 30 days before';
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break;
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case 'quarter':
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$quarter_month = intval((intval(date('n')) - 1) / 3) * 3 + 1;
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$start = sprintf('%d-%02d-01', $current_year, $quarter_month);
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$prev_start = dashboardShiftMonths($start, -3);
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$prev_end = dashboardShiftMonths($today, -3);
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$label = 'This quarter';
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$compare = 'vs last quarter';
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$compare_long = 'compared with the same point last quarter';
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break;
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default:
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$key = 'ytd';
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$start = "$current_year-01-01";
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$prev_start = ($current_year - 1) . '-01-01';
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$prev_end = dashboardShiftMonths($today, -12);
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$label = 'Year to date';
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$compare = 'vs last year';
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$compare_long = 'compared with the same period last year';
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}
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return [
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'key' => $key,
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'label' => $label,
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'start' => $start,
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'end' => $today,
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'prev_start' => $prev_start,
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'prev_end' => $prev_end,
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'compare' => $compare,
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'compare_long' => $compare_long,
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'chart_end' => date('Y-m-01'),
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'chart_label' => 'Last 12 months',
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];
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}
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/** The 12 months a monthly chart covers, oldest first, as Y-m. */
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function dashboardChartMonths($period) {
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$months = [];
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for ($i = 11; $i >= 0; $i--) {
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$months[] = substr(dashboardShiftMonths($period['chart_end'], -$i), 0, 7);
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}
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return $months;
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}
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/** Percentage change, or null when there is nothing to compare against. */
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function dashboardChange($current, $previous) {
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if (abs($previous) < 0.005) {
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return null;
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}
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return round(($current - $previous) / abs($previous) * 100);
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}
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/*
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* ---------- who sees what ----------
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*/
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function dashboardAccess() {
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global $config_module_enable_ticketing, $config_module_enable_accounting;
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$ticketing = intval($config_module_enable_ticketing) === 1;
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$accounting = intval($config_module_enable_accounting) === 1;
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return [
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'support' => lookupUserPermission('module_support') >= 1,
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'tickets' => $ticketing && lookupUserPermission('module_support') >= 1,
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'sales' => $accounting && lookupUserPermission('module_sales') >= 1,
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'financial' => $accounting && lookupUserPermission('module_financial') >= 1,
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];
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}
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function dashboardCount($sql) {
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global $mysqli;
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return intval(mysqli_fetch_row(mysqli_query($mysqli, $sql))[0]);
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}
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function dashboardSum($sql) {
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global $mysqli;
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return floatval(mysqli_fetch_row(mysqli_query($mysqli, $sql))[0]);
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}
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/** A ticket that has missed its response or resolution target - the rule tickets.php?sla=breached uses. */
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function dashboardSlaBreachedSql() {
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return "(ticket_sla_id > 0 AND (ticket_response_sla_alert_stage = 2 OR ticket_resolution_sla_alert_stage = 2
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OR ticket_response_sla_met = 0 OR ticket_resolution_sla_met = 0))";
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}
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/** "Today", "Tomorrow", or "Monday, Oct 12" for a date or datetime. */
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function dashboardDayLabel($datetime) {
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$day = substr($datetime, 0, 10);
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if ($day === date('Y-m-d')) {
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return 'Today';
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}
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if ($day === date('Y-m-d', strtotime('+1 day'))) {
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return 'Tomorrow';
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}
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return date('l, M j', strtotime($day));
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}
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/** Seconds as "3h 20m", "45m" or "2h". */
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function dashboardDuration($seconds) {
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$minutes = intdiv(max(0, intval($seconds)) + 30, 60);
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$hours = intdiv($minutes, 60);
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$minutes %= 60;
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if (!$hours) {
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return $minutes . 'm';
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}
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return $minutes ? "{$hours}h {$minutes}m" : "{$hours}h";
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}
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/*
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* ---------- needs attention ----------
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*/
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/**
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* Things to act on now. Only ones with a count are returned, so the strip is
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* empty on a good day. Each count matches the list its link opens.
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*/
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function dashboardAttention($access) {
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$items = [];
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$ticket_scope = clientScopeSql('ticket_client_id');
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if ($access['tickets']) {
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// Same rule as tickets.php?sla=breached, on open tickets
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(ticket_id) FROM tickets WHERE ticket_resolved_at IS NULL
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AND " . dashboardSlaBreachedSql() . " $ticket_scope"),
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'label' => 'SLA breached', 'icon' => 'stopwatch', 'tone' => 'danger',
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'url' => '/agent/tickets.php?sla=breached',
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];
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(ticket_id) FROM tickets WHERE ticket_resolved_at IS NULL AND ticket_assigned_to = 0 $ticket_scope"),
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'label' => 'Unassigned tickets', 'icon' => 'user-slash', 'tone' => 'warning',
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'url' => '/agent/tickets.php?assigned=unassigned',
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];
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// The same rule as projects.php?show=overdue
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(project_id) FROM projects WHERE " . projectViews()['overdue']['where'] . ' ' . clientScopeSql('project_client_id')),
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'label' => 'Overdue projects', 'icon' => 'project-diagram', 'tone' => 'danger',
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'url' => '/agent/projects.php?show=overdue',
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];
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}
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if ($access['sales']) {
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$invoice_scope = clientScopeSql('invoice_client_id');
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$overdue_where = "invoice_status IN ('Sent', 'Viewed', 'Partial') AND invoice_due < CURDATE() $invoice_scope";
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$overdue_count = dashboardCount("SELECT COUNT(invoice_id) FROM invoices WHERE $overdue_where");
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$overdue_amount = dashboardSum("SELECT SUM(invoice_amount) FROM invoices WHERE $overdue_where")
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- dashboardSum("SELECT SUM(payment_amount) FROM payments JOIN invoices ON payment_invoice_id = invoice_id WHERE $overdue_where");
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$items[] = [
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'count' => $overdue_count,
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'label' => 'Overdue invoices', 'icon' => 'file-invoice-dollar', 'tone' => 'danger',
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'detail' => $overdue_count ? dashboardMoney($overdue_amount) . ' outstanding' : null,
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'url' => '/agent/invoices.php?status=Overdue',
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];
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(invoice_id) FROM invoices WHERE invoice_status = 'Draft' $invoice_scope"),
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'label' => 'Draft invoices', 'icon' => 'pen', 'tone' => 'secondary',
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'url' => '/agent/invoices.php?status=Draft',
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];
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// The same rule as products.php?type=reorder
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$items[] = [
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'count' => productReorderCount(),
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'label' => 'Stock to reorder', 'icon' => 'shopping-basket', 'tone' => 'warning', 'detail' => 'At or under the reorder level',
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'url' => '/agent/products.php?type=reorder',
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];
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// Lines on recurring invoices, drafts and quotes still at an old catalog price
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$reprice = productRepriceCount();
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$items[] = [
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'count' => intval($reprice['lines']),
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'label' => 'Lines at an old price', 'icon' => 'tags', 'tone' => 'warning',
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'detail' => $reprice['monthly'] > 0 ? '+' . dashboardMoney($reprice['monthly']) . ' a month on recurring' : ($reprice['lines'] ? 'On recurring invoices, drafts and quotes' : null),
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'url' => '/agent/products_reprice.php',
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];
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// Hardware sold in the last 90 days that isn't on the client's assets yet
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if ($access['support']) {
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$hardware = productHardwarePending(90);
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$items[] = [
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'count' => $hardware['units'],
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'label' => 'Hardware not on assets', 'icon' => 'laptop', 'tone' => 'info',
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'detail' => $hardware['units'] ? 'Sold on ' . $hardware['invoices'] . ' invoice' . ($hardware['invoices'] === 1 ? '' : 's') . ' in 90 days' : null,
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'url' => '/agent/invoices.php?hardware=1&dtf=' . date('Y-m-d', strtotime('-90 days')) . '&dtt=' . date('Y-m-d'),
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];
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}
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if ($access['tickets']) {
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(ticket_id) FROM tickets WHERE " . billingUnbilledSql() . " $ticket_scope"),
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'label' => 'Resolved, not invoiced', 'icon' => 'receipt', 'tone' => 'info',
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'url' => '/agent/unbilled_time.php',
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];
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}
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// What we paid for clients to bill on to them, on no invoice yet
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if ($access['financial']) {
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$to_bill = expenseUnbilledCount();
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$items[] = [
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'count' => $to_bill['count'],
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'label' => 'Expenses to bill', 'icon' => 'shopping-cart', 'tone' => 'info',
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'detail' => $to_bill['count'] ? dashboardMoney($to_bill['value']) . ' to bill on' : null,
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'url' => '/agent/expenses.php?show=to_bill',
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];
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// What agents paid personally and haven't been paid back for
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$owed = expenseToReimburseCount();
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$items[] = [
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'count' => $owed['count'],
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'label' => 'Expenses to reimburse', 'icon' => 'hand-holding-usd', 'tone' => 'warning',
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'detail' => $owed['count'] ? dashboardMoney($owed['total']) . ' owed to ' . ($owed['agents'] === 1 ? '1 agent' : $owed['agents'] . ' agents') : null,
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'url' => '/agent/expenses.php?show=to_reimburse',
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];
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// Trips to bill to clients, and the driving in their own vehicles not paid for yet
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$trips_to_bill = tripUnbilledCount();
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$items[] = [
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'count' => $trips_to_bill['count'],
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'label' => 'Trips to bill', 'icon' => 'route', 'tone' => 'info',
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'detail' => $trips_to_bill['count'] ? dashboardMoney($trips_to_bill['value']) . ' of travel' : null,
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'url' => '/agent/unbilled_time.php',
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];
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if (tripPayBackOn()) {
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$mileage = tripToClaimCount();
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$items[] = [
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'count' => $mileage['count'],
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'label' => 'Mileage to pay back', 'icon' => 'car-side', 'tone' => 'warning',
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'detail' => $mileage['count'] ? dashboardMoney($mileage['value']) . ' owed to ' . ($mileage['agents'] === 1 ? '1 agent' : $mileage['agents'] . ' agents') : null,
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'url' => '/agent/trips.php?show=to_pay',
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];
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}
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}
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}
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if ($access['support']) {
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$soon = "BETWEEN CURDATE() AND CURDATE() + INTERVAL 30 DAY";
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(domain_id) FROM domains WHERE domain_archived_at IS NULL AND domain_expire $soon " . clientScopeSql('domain_client_id')),
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'label' => 'Domains expiring', 'icon' => 'globe', 'tone' => 'warning', 'detail' => 'Next 30 days',
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'url' => '/agent/domains.php?expire_days=30&sort=domain_expire&order=ASC',
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];
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(certificate_id) FROM certificates WHERE certificate_archived_at IS NULL AND " . certificateSoonSql() . ' ' . clientScopeSql('certificate_client_id')),
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'label' => 'Certificates expiring', 'icon' => 'lock', 'tone' => 'warning', 'detail' => 'Next 30 days',
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'url' => '/agent/certificates.php?show=soon&sort=certificate_expire&order=ASC',
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];
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(software_id) FROM software WHERE software_archived_at IS NULL AND software_expire $soon " . clientScopeSql('software_client_id')),
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'label' => 'Licenses expiring', 'icon' => 'cube', 'tone' => 'warning', 'detail' => 'Next 30 days',
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'url' => '/agent/software.php?status=renewing&sort=software_expire&order=ASC',
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];
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(asset_id) FROM assets WHERE asset_archived_at IS NULL AND asset_warranty_expire $soon " . clientScopeSql('asset_client_id')),
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'label' => 'Warranties expiring', 'icon' => 'shield-alt', 'tone' => 'warning', 'detail' => 'Next 30 days',
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'url' => '/agent/assets.php?expire_days=30&sort=asset_warranty_expire&order=ASC&show_column[]=Warranty_Expire',
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];
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// The same rules as services.php?show=attention and ?show=review
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$service_views = serviceViews();
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$service_scope = "FROM services JOIN clients ON client_id = service_client_id WHERE client_archived_at IS NULL " . clientScopeSql('service_client_id');
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$items[] = [
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'count' => dashboardCount("SELECT COUNT(service_id) $service_scope AND " . $service_views['attention']['where']),
|
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'label' => 'Services needing attention', 'icon' => 'stream', 'tone' => 'danger', 'detail' => 'What they depend on',
|
||
'url' => '/agent/services.php?show=attention',
|
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];
|
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$items[] = [
|
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'count' => dashboardCount("SELECT COUNT(service_id) $service_scope AND " . $service_views['review']['where']),
|
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'label' => 'Service reviews due', 'icon' => 'clipboard-check', 'tone' => 'warning', 'detail' => 'Next ' . SERVICE_REVIEW_SOON_DAYS . ' days',
|
||
'url' => '/agent/services.php?show=review&sort=service_review_due&order=ASC',
|
||
];
|
||
}
|
||
|
||
return array_values(array_filter($items, function ($item) {
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return $item['count'] > 0;
|
||
}));
|
||
}
|
||
|
||
/*
|
||
* ---------- my work ----------
|
||
*/
|
||
|
||
/** My open tickets, the ones most in need of me first: breached SLA, then priority, then waiting longest. */
|
||
function dashboardMyTickets($limit = 8) {
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global $mysqli, $session_user_id;
|
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|
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$user_id = intval($session_user_id);
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$where = "ticket_assigned_to = $user_id AND ticket_resolved_at IS NULL " . clientScopeSql('ticket_client_id');
|
||
|
||
$sql = mysqli_query($mysqli, "
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SELECT ticket_id, ticket_prefix, ticket_number, ticket_subject, ticket_priority, ticket_client_id,
|
||
ticket_created_at, ticket_updated_at, ticket_status_name, ticket_status_color, client_name,
|
||
" . dashboardSlaBreachedSql() . " AS sla_breached
|
||
FROM tickets
|
||
LEFT JOIN clients ON ticket_client_id = client_id
|
||
LEFT JOIN ticket_statuses ON ticket_status = ticket_status_id
|
||
WHERE $where
|
||
ORDER BY sla_breached DESC, FIELD(ticket_priority, 'Urgent', 'High', 'Medium', 'Low'),
|
||
COALESCE(ticket_updated_at, ticket_created_at) ASC
|
||
LIMIT " . intval($limit)
|
||
);
|
||
|
||
$tickets = [];
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$tickets[] = $row;
|
||
}
|
||
|
||
return [
|
||
'tickets' => $tickets,
|
||
'total' => dashboardCount("SELECT COUNT(ticket_id) FROM tickets WHERE $where"),
|
||
'breached' => dashboardCount("SELECT COUNT(ticket_id) FROM tickets WHERE $where AND " . dashboardSlaBreachedSql()),
|
||
];
|
||
}
|
||
|
||
/**
|
||
* The next 7 days for me: open tickets scheduled with me, the projects I
|
||
* manage starting or due, and calendar events.
|
||
* The calendar is shared, so every event shows; repeating events are expanded
|
||
* the way the calendar page does it. Soonest first, all-day items at the top
|
||
* of their day.
|
||
*/
|
||
function dashboardSchedule($days = 7, $limit = 30) {
|
||
global $mysqli, $session_user_id;
|
||
|
||
$user_id = intval($session_user_id);
|
||
$from = date('Y-m-d 00:00:00');
|
||
$to = date('Y-m-d 23:59:59', strtotime('+' . ($days - 1) . ' days'));
|
||
$items = [];
|
||
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT ticket_id, ticket_prefix, ticket_number, ticket_subject, ticket_schedule, ticket_onsite, ticket_client_id, client_name
|
||
FROM tickets
|
||
LEFT JOIN clients ON ticket_client_id = client_id
|
||
WHERE ticket_assigned_to = $user_id AND ticket_resolved_at IS NULL
|
||
AND ticket_schedule BETWEEN '$from' AND '$to' " . clientScopeSql('ticket_client_id')
|
||
);
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$items[] = [
|
||
'when' => $row['ticket_schedule'],
|
||
'all_day' => false,
|
||
'ongoing' => false,
|
||
'title' => $row['ticket_subject'],
|
||
'ref' => $row['ticket_prefix'] . $row['ticket_number'],
|
||
'detail' => $row['client_name'] ?: '',
|
||
'onsite' => intval($row['ticket_onsite']) === 1,
|
||
'color' => null,
|
||
'url' => '/agent/ticket.php?' . http_build_query(array_filter([
|
||
'client_id' => intval($row['ticket_client_id']) ?: null,
|
||
'ticket_id' => intval($row['ticket_id']),
|
||
])),
|
||
];
|
||
}
|
||
|
||
// Projects I manage, starting or due - all day
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT project_id, project_prefix, project_number, project_name, project_start, project_due, project_client_id, client_name
|
||
FROM projects
|
||
LEFT JOIN clients ON project_client_id = client_id
|
||
WHERE project_manager = $user_id AND " . PROJECT_OPEN_SQL . "
|
||
AND (project_due BETWEEN '" . substr($from, 0, 10) . "' AND '" . substr($to, 0, 10) . "' OR project_start BETWEEN '" . substr($from, 0, 10) . "' AND '" . substr($to, 0, 10) . "') " . clientScopeSql('project_client_id')
|
||
);
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
foreach (['project_start' => 'Project starts', 'project_due' => 'Project due'] as $column => $what) {
|
||
if ($row[$column] && $row[$column] >= substr($from, 0, 10) && $row[$column] <= substr($to, 0, 10)) {
|
||
$items[] = [
|
||
'when' => $row[$column] . ' 00:00:00',
|
||
'all_day' => true,
|
||
'ongoing' => false,
|
||
'title' => $row['project_name'],
|
||
'ref' => $row['project_prefix'] . $row['project_number'],
|
||
'detail' => $what . ($row['client_name'] ? ' - ' . $row['client_name'] : ''),
|
||
'onsite' => false,
|
||
'color' => null,
|
||
'url' => '/agent/' . projectUrl($row['project_id'], $row['project_client_id']),
|
||
];
|
||
}
|
||
}
|
||
}
|
||
|
||
// Events I am on or added - and the ones nobody owns (made before events had
|
||
// attendees, or with no agent on them), which are everyone's
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT event_id, event_title, event_start, event_end, event_all_day, event_repeat, event_repeat_interval, event_repeat_until, event_repeat_skip,
|
||
event_location, client_name, calendar_color, location_name
|
||
FROM calendar_events
|
||
JOIN calendars ON event_calendar_id = calendar_id AND calendar_archived_at IS NULL
|
||
LEFT JOIN clients ON event_client_id = client_id AND event_client_id > 0
|
||
LEFT JOIN locations ON location_id = event_location_id AND event_location_id > 0
|
||
WHERE event_archived_at IS NULL AND event_start <= '$to'
|
||
AND ((event_repeat IS NOT NULL AND event_repeat != '') OR event_start >= '$from' OR event_end >= '$from')
|
||
AND (event_created_by = $user_id
|
||
OR EXISTS (SELECT 1 FROM calendar_event_attendees a WHERE a.attendee_event_id = event_id AND a.attendee_user_id = $user_id)
|
||
OR (event_created_by = 0 AND NOT EXISTS (SELECT 1 FROM calendar_event_attendees a WHERE a.attendee_event_id = event_id AND a.attendee_user_id > 0))) " . clientScopeSql('event_client_id')
|
||
);
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
foreach (expandRecurringEvent($row, $from, $to) as $occurrence) {
|
||
$start = $occurrence['start'];
|
||
$end = $occurrence['end'] ?: $start;
|
||
if ($start > $to || max($start, $end) < $from) {
|
||
continue;
|
||
}
|
||
$items[] = [
|
||
// An event already under way shows on today
|
||
'when' => max($start, $from),
|
||
'all_day' => !empty($row['event_all_day']),
|
||
'ongoing' => $start < $from,
|
||
'title' => $row['event_title'],
|
||
'ref' => '',
|
||
'detail' => implode(' - ', array_filter([$row['client_name'] ?? '', $row['location_name'] ?: $row['event_location']])),
|
||
'onsite' => false,
|
||
'color' => calendarColor($row['calendar_color']),
|
||
'url' => '/agent/calendar.php',
|
||
'modal' => 'modals/calendar/calendar_event.php?id=' . intval($row['event_id']) . '&occurrence=' . substr($start, 0, 10),
|
||
];
|
||
}
|
||
}
|
||
|
||
usort($items, function ($a, $b) {
|
||
$key = function ($item) {
|
||
return substr($item['when'], 0, 10) . (($item['all_day'] || $item['ongoing']) ? '0' : '1') . substr($item['when'], 11);
|
||
};
|
||
return strcmp($key($a), $key($b));
|
||
});
|
||
|
||
return ['items' => array_slice($items, 0, $limit), 'total' => count($items)];
|
||
}
|
||
|
||
/**
|
||
* Time I logged on ticket replies this week (Monday on), per day and split by
|
||
* whether the ticket is billable, with last week's total to compare.
|
||
*/
|
||
function dashboardTimeThisWeek() {
|
||
global $mysqli, $session_user_id;
|
||
|
||
$user_id = intval($session_user_id);
|
||
$monday = new DateTime('monday this week');
|
||
$this_monday = $monday->format('Y-m-d');
|
||
$last_monday = (clone $monday)->modify('-1 week')->format('Y-m-d');
|
||
|
||
$days = [];
|
||
for ($i = 0; $i < 7; $i++) {
|
||
$day = (clone $monday)->modify("+$i days");
|
||
$days[$day->format('Y-m-d')] = ['label' => $day->format('D'), 'billable' => 0, 'other' => 0];
|
||
}
|
||
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT DATE(ticket_reply_created_at) AS d, ticket_billable AS billable, SUM(TIME_TO_SEC(ticket_reply_time_worked)) AS s
|
||
FROM ticket_replies
|
||
JOIN tickets ON ticket_reply_ticket_id = ticket_id
|
||
WHERE ticket_reply_by = $user_id AND ticket_reply_archived_at IS NULL
|
||
AND ticket_reply_created_at >= '$this_monday'
|
||
GROUP BY d, billable
|
||
");
|
||
|
||
$total = 0;
|
||
$billable = 0;
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
if (!isset($days[$row['d']])) {
|
||
continue;
|
||
}
|
||
$seconds = intval($row['s']);
|
||
$is_billable = intval($row['billable']) === 1;
|
||
$days[$row['d']][$is_billable ? 'billable' : 'other'] += $seconds;
|
||
$total += $seconds;
|
||
$billable += $is_billable ? $seconds : 0;
|
||
}
|
||
|
||
return [
|
||
// Hours, for the chart
|
||
'days' => array_map(function ($day) {
|
||
return ['label' => $day['label'], 'billable' => round($day['billable'] / 3600, 2), 'other' => round($day['other'] / 3600, 2)];
|
||
}, array_values($days)),
|
||
'total' => $total,
|
||
'billable' => $billable,
|
||
'last_week' => intval(dashboardSum("SELECT SUM(TIME_TO_SEC(ticket_reply_time_worked)) FROM ticket_replies
|
||
WHERE ticket_reply_by = $user_id AND ticket_reply_archived_at IS NULL
|
||
AND ticket_reply_created_at >= '$last_monday' AND ticket_reply_created_at < '$this_monday'")),
|
||
];
|
||
}
|
||
|
||
/**
|
||
* Open tickets per technician, busiest first, with how many are past SLA -
|
||
* for admins balancing the load. Unassigned tickets are counted separately.
|
||
*/
|
||
function dashboardTeamWorkload($limit = 8) {
|
||
global $mysqli;
|
||
|
||
$scope = clientScopeSql('ticket_client_id');
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT user_id, user_name, COUNT(ticket_id) AS open, SUM(" . dashboardSlaBreachedSql() . ") AS breached
|
||
FROM tickets
|
||
JOIN users ON ticket_assigned_to = user_id
|
||
WHERE ticket_resolved_at IS NULL $scope
|
||
GROUP BY user_id, user_name
|
||
ORDER BY open DESC, user_name
|
||
LIMIT " . intval($limit)
|
||
);
|
||
|
||
$techs = [];
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$techs[] = $row;
|
||
}
|
||
|
||
return [
|
||
'techs' => $techs,
|
||
'unassigned' => dashboardCount("SELECT COUNT(ticket_id) FROM tickets WHERE ticket_resolved_at IS NULL AND ticket_assigned_to = 0 $scope"),
|
||
];
|
||
}
|
||
|
||
/** Tickets opened and resolved per week, the last 12 weeks (Monday to Sunday). */
|
||
function dashboardTicketTrend() {
|
||
global $mysqli;
|
||
|
||
$scope = clientScopeSql('ticket_client_id');
|
||
$this_monday = new DateTime('monday this week');
|
||
$first_monday = (clone $this_monday)->modify('-11 weeks')->format('Y-m-d');
|
||
|
||
$weeks = [];
|
||
for ($i = 11; $i >= 0; $i--) {
|
||
$monday = (clone $this_monday)->modify("-$i weeks");
|
||
$weeks[$monday->format('Y-m-d')] = ['label' => $monday->format('M j'), 'opened' => 0, 'resolved' => 0];
|
||
}
|
||
|
||
foreach (['opened' => 'ticket_created_at', 'resolved' => 'ticket_resolved_at'] as $series => $column) {
|
||
$sql = mysqli_query($mysqli, "SELECT DATE($column) AS d, COUNT(ticket_id) AS n FROM tickets
|
||
WHERE $column >= '$first_monday' $scope GROUP BY DATE($column)");
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$week = (new DateTime($row['d']))->modify('monday this week')->format('Y-m-d');
|
||
if (isset($weeks[$week])) {
|
||
$weeks[$week][$series] += intval($row['n']);
|
||
}
|
||
}
|
||
}
|
||
|
||
return array_values($weeks);
|
||
}
|
||
|
||
/*
|
||
* ---------- money ----------
|
||
*/
|
||
|
||
function dashboardMoney($amount) {
|
||
global $currency_format, $session_company_currency;
|
||
return numfmt_format_currency($currency_format, floatval($amount), $session_company_currency);
|
||
}
|
||
|
||
/**
|
||
* SQL: a revenue that is income - any that is not the in side of a transfer
|
||
* between accounts, categorised or not, as the Income list counts it
|
||
* (incomeRevenueSql()). The out side of a transfer is never spending: it has
|
||
* no vendor.
|
||
*/
|
||
function dashboardRevenueSql() {
|
||
return incomeRevenueSql('revenues.revenue_id');
|
||
}
|
||
|
||
/** Cash basis, as the Income list and reports: invoice payments plus other income. */
|
||
function dashboardIncome($start, $end) {
|
||
return dashboardSum("SELECT SUM(payment_amount) FROM payments WHERE payment_date BETWEEN '$start' AND '$end'")
|
||
+ dashboardSum("SELECT SUM(revenue_amount) FROM revenues WHERE " . dashboardRevenueSql() . " AND revenue_date BETWEEN '$start' AND '$end'");
|
||
}
|
||
|
||
/** Vendor expenses - expenses with no vendor are transfers between accounts. */
|
||
function dashboardExpenses($start, $end) {
|
||
return dashboardSum("SELECT SUM(expense_amount) FROM expenses WHERE expense_vendor_id > 0 AND expense_date BETWEEN '$start' AND '$end'");
|
||
}
|
||
|
||
/**
|
||
* Every unpaid invoice with what is still owed on it - the list
|
||
* invoices.php?status=Unpaid shows. Callers keep the rows with balance > 0.
|
||
*/
|
||
function dashboardOpenInvoicesSql($scope = '') {
|
||
return "SELECT invoice_id, invoice_client_id, invoice_due,
|
||
invoice_amount - COALESCE((SELECT SUM(payment_amount) FROM payments WHERE payment_invoice_id = invoice_id), 0) AS balance
|
||
FROM invoices
|
||
WHERE invoice_status IN ('Sent', 'Viewed', 'Partial') $scope";
|
||
}
|
||
|
||
/** The headline money cards. Change is null when the previous period had nothing to compare. */
|
||
function dashboardMoneyCards($access, $period) {
|
||
$cards = [];
|
||
|
||
if ($access['financial']) {
|
||
$income = dashboardIncome($period['start'], $period['end']);
|
||
$income_prev = dashboardIncome($period['prev_start'], $period['prev_end']);
|
||
$expenses = dashboardExpenses($period['start'], $period['end']);
|
||
$expenses_prev = dashboardExpenses($period['prev_start'], $period['prev_end']);
|
||
|
||
$cards[] = ['label' => 'Income', 'value' => $income, 'change' => dashboardChange($income, $income_prev), 'good' => 'up',
|
||
'url' => '/agent/income.php?canned_date=custom&dtf=' . $period['start'] . '&dtt=' . $period['end']];
|
||
$cards[] = ['label' => 'Expenses', 'value' => $expenses, 'change' => dashboardChange($expenses, $expenses_prev), 'good' => 'down',
|
||
'url' => '/agent/expenses.php?canned_date=custom&dtf=' . $period['start'] . '&dtt=' . $period['end']];
|
||
$cards[] = ['label' => 'Profit', 'value' => $income - $expenses, 'change' => dashboardChange($income - $expenses, $income_prev - $expenses_prev), 'good' => 'up',
|
||
'url' => '/agent/reports/profit_loss.php'];
|
||
}
|
||
|
||
if ($access['sales']) {
|
||
// What is still owed on unpaid invoices - the same total as the aging card and
|
||
// the list the card opens. Scoped to the clients this user can open.
|
||
$invoice_scope = clientScopeSql('invoice_client_id');
|
||
$recurring_scope = clientScopeSql('recurring_invoice_client_id');
|
||
$receivables = dashboardSum("SELECT SUM(balance) FROM (" . dashboardOpenInvoicesSql($invoice_scope) . ") AS open_invoices WHERE balance > 0");
|
||
$mrr = dashboardSum("SELECT SUM(" . recurringInvoiceMonthlySql() . ") FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_archived_at IS NULL $recurring_scope");
|
||
|
||
$cards[] = ['label' => 'Receivables', 'value' => $receivables, 'change' => null, 'note' => 'Owed to you now',
|
||
'url' => '/agent/invoices.php?status=Unpaid'];
|
||
$cards[] = ['label' => 'Recurring revenue', 'value' => $mrr, 'change' => null, 'note' => 'Per month',
|
||
'url' => '/agent/recurring_invoices.php'];
|
||
}
|
||
|
||
if ($access['financial']) {
|
||
$recurring_expenses = recurringExpenseMonthlyTotal();
|
||
$cards[] = ['label' => 'Recurring expenses', 'value' => $recurring_expenses, 'change' => null, 'note' => 'Per month',
|
||
'url' => '/agent/recurring_expenses.php'];
|
||
}
|
||
|
||
return $cards;
|
||
}
|
||
|
||
/** Monthly amounts from a "SELECT DATE_FORMAT(..., '%Y-%m') AS m, SUM(...) AS v ... GROUP BY m" query, laid on $months. */
|
||
function dashboardMonthly($sql, $months) {
|
||
global $mysqli;
|
||
$values = array_fill_keys($months, 0.0);
|
||
$result = mysqli_query($mysqli, $sql);
|
||
while ($row = mysqli_fetch_assoc($result)) {
|
||
if (isset($values[$row['m']])) {
|
||
$values[$row['m']] += floatval($row['v']);
|
||
}
|
||
}
|
||
return array_values($values);
|
||
}
|
||
|
||
/**
|
||
* Income and expenses per month over the chart's 12 months, plus income for
|
||
* the 12 before. A chart that reaches this month runs three months further,
|
||
* and from this month on carries what is expected in and out on top of what
|
||
* has already happened.
|
||
*/
|
||
function dashboardCashFlow($period) {
|
||
$months = dashboardChartMonths($period);
|
||
$this_month = date('Y-m');
|
||
|
||
$extended = end($months) === $this_month;
|
||
if ($extended) {
|
||
for ($i = 1; $i <= 3; $i++) {
|
||
$months[] = substr(dashboardShiftMonths(date('Y-m-01'), $i), 0, 7);
|
||
}
|
||
}
|
||
|
||
$last_year = array_map(function ($m) {
|
||
return substr(dashboardShiftMonths("$m-01", -12), 0, 7);
|
||
}, $months);
|
||
|
||
$income = function ($from, $to, $range) {
|
||
return array_map(function ($a, $b) {
|
||
return round($a + $b, 2);
|
||
},
|
||
dashboardMonthly("SELECT DATE_FORMAT(payment_date, '%Y-%m') AS m, SUM(payment_amount) AS v FROM payments
|
||
WHERE payment_date BETWEEN '$from' AND '$to' GROUP BY m", $range),
|
||
dashboardMonthly("SELECT DATE_FORMAT(revenue_date, '%Y-%m') AS m, SUM(revenue_amount) AS v FROM revenues
|
||
WHERE " . dashboardRevenueSql() . " AND revenue_date BETWEEN '$from' AND '$to' GROUP BY m", $range)
|
||
);
|
||
};
|
||
$round = function ($values) {
|
||
return array_map(function ($v) {
|
||
return round($v, 2);
|
||
}, $values);
|
||
};
|
||
|
||
$from = $months[0] . '-01';
|
||
$to = date('Y-m-t', strtotime(end($months) . '-01'));
|
||
$ly_from = $last_year[0] . '-01';
|
||
$ly_to = date('Y-m-t', strtotime(end($last_year) . '-01'));
|
||
|
||
// The forecast covers today to the end of the chart, when the chart reaches that far
|
||
$expected_income = array_fill(0, count($months), 0);
|
||
$expected_expenses = $expected_income;
|
||
if (end($months) >= $this_month) {
|
||
$today = date('Y-m-d');
|
||
$expected_income = $round(dashboardExpectedIncome($today, $to, $months));
|
||
$expected_expenses = $round(dashboardExpectedExpenses($today, $to, $months));
|
||
}
|
||
|
||
// First month entirely in the future: actuals there are always nothing, so the chart hides them
|
||
$first_future = -1;
|
||
foreach ($months as $i => $m) {
|
||
if ($m > $this_month) {
|
||
$first_future = $i;
|
||
break;
|
||
}
|
||
}
|
||
|
||
return [
|
||
'labels' => array_map(function ($m) {
|
||
return date('M y', strtotime("$m-01"));
|
||
}, $months),
|
||
'income' => $income($from, $to, $months),
|
||
'expenses' => $round(dashboardMonthly("SELECT DATE_FORMAT(expense_date, '%Y-%m') AS m, SUM(expense_amount) AS v FROM expenses
|
||
WHERE expense_vendor_id > 0 AND expense_date BETWEEN '$from' AND '$to' GROUP BY m", $months)),
|
||
'income_last_year' => $income($ly_from, $ly_to, $last_year),
|
||
'expected_income' => $expected_income,
|
||
'expected_expenses' => $expected_expenses,
|
||
'first_future' => $first_future,
|
||
'extended' => $extended,
|
||
];
|
||
}
|
||
|
||
/**
|
||
* Money expected in between $from and $to: what is still owed on unpaid
|
||
* invoices, in the month each is due, plus what active recurring invoices
|
||
* will bill, in the month each runs. Recurring revenue goes by bill date
|
||
* rather than bill date plus net terms so each month carries one month of it,
|
||
* as the "Recurring revenue" figure does. Overdue invoices are left out -
|
||
* when, or whether, they get paid is anyone's guess.
|
||
*/
|
||
function dashboardExpectedIncome($from, $to, $months) {
|
||
global $mysqli;
|
||
|
||
$values = array_fill_keys($months, 0.0);
|
||
|
||
$sql = mysqli_query($mysqli, "SELECT DATE_FORMAT(invoice_due, '%Y-%m') AS m, SUM(balance) AS v
|
||
FROM (" . dashboardOpenInvoicesSql() . ") AS open_invoices
|
||
WHERE balance > 0 AND invoice_due BETWEEN '$from' AND '$to' GROUP BY m");
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
if (isset($values[$row['m']])) {
|
||
$values[$row['m']] += floatval($row['v']);
|
||
}
|
||
}
|
||
|
||
$sql = mysqli_query($mysqli, "SELECT recurring_invoice_next_date, recurring_invoice_frequency, recurring_invoice_amount
|
||
FROM recurring_invoices
|
||
WHERE recurring_invoice_status = 1 AND recurring_invoice_archived_at IS NULL AND recurring_invoice_next_date <= '$to'");
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$step = recurringInvoiceMonths($row['recurring_invoice_frequency']);
|
||
// A bill date already passed is one the nightly job has yet to run - it goes out today
|
||
$bill = max($row['recurring_invoice_next_date'], $from);
|
||
for ($guard = 0; $bill <= $to && $guard < 120; $guard++) {
|
||
if (isset($values[substr($bill, 0, 7)])) {
|
||
$values[substr($bill, 0, 7)] += floatval($row['recurring_invoice_amount']);
|
||
}
|
||
$bill = dashboardShiftMonths($bill, $step);
|
||
}
|
||
}
|
||
|
||
return array_values($values);
|
||
}
|
||
|
||
/** Money expected out between $from and $to: active recurring vendor expenses on their schedule. */
|
||
function dashboardExpectedExpenses($from, $to, $months) {
|
||
global $mysqli;
|
||
|
||
$values = array_fill_keys($months, 0.0);
|
||
|
||
// Each run on its schedule (functions/expenses.php) - monthly, quarterly or
|
||
// yearly on its own day, none after its end date. A missed run not yet
|
||
// recorded still goes out, so it counts in the first month shown.
|
||
$sql = mysqli_query($mysqli, "SELECT recurring_expenses.* FROM recurring_expenses
|
||
WHERE " . recurringExpenseRunningSql() . " AND recurring_expense_next_date <= '$to'");
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
foreach (recurringExpenseRunsUntil($row, $to) as $date) {
|
||
$key = substr(max($date, $from), 0, 7);
|
||
if (isset($values[$key])) {
|
||
$values[$key] += floatval($row['recurring_expense_amount']);
|
||
}
|
||
}
|
||
}
|
||
|
||
return array_values($values);
|
||
}
|
||
|
||
/**
|
||
* What clients owe, split by how late it is, and the clients who owe the
|
||
* most. Same invoices and total as the Receivables figure.
|
||
*/
|
||
function dashboardReceivablesAging($limit = 4) {
|
||
global $mysqli;
|
||
|
||
$open = dashboardOpenInvoicesSql(clientScopeSql('invoice_client_id'));
|
||
|
||
$buckets = [];
|
||
foreach (['current' => 'Not due yet', '1-30' => '1–30 days', '31-60' => '31–60 days', '61-90' => '61–90 days', '90+' => '90+ days'] as $key => $label) {
|
||
$buckets[$key] = ['label' => $label, 'amount' => 0.0, 'count' => 0];
|
||
}
|
||
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT CASE
|
||
WHEN invoice_due >= CURDATE() THEN 'current'
|
||
WHEN invoice_due >= CURDATE() - INTERVAL 30 DAY THEN '1-30'
|
||
WHEN invoice_due >= CURDATE() - INTERVAL 60 DAY THEN '31-60'
|
||
WHEN invoice_due >= CURDATE() - INTERVAL 90 DAY THEN '61-90'
|
||
ELSE '90+'
|
||
END AS bucket, COUNT(invoice_id) AS n, SUM(balance) AS v
|
||
FROM ($open) AS open_invoices
|
||
WHERE balance > 0
|
||
GROUP BY bucket
|
||
");
|
||
$total = 0.0;
|
||
$count = 0;
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$buckets[$row['bucket']]['amount'] = floatval($row['v']);
|
||
$buckets[$row['bucket']]['count'] = intval($row['n']);
|
||
$total += floatval($row['v']);
|
||
$count += intval($row['n']);
|
||
}
|
||
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT client_id, client_name, SUM(balance) AS v, COUNT(invoice_id) AS n, MAX(DATEDIFF(CURDATE(), invoice_due)) AS days_late
|
||
FROM ($open) AS open_invoices
|
||
JOIN clients ON invoice_client_id = client_id
|
||
WHERE balance > 0
|
||
GROUP BY client_id, client_name
|
||
ORDER BY v DESC
|
||
LIMIT " . intval($limit)
|
||
);
|
||
$clients = [];
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$clients[] = $row;
|
||
}
|
||
|
||
return ['buckets' => $buckets, 'total' => $total, 'count' => $count, 'clients' => $clients];
|
||
}
|
||
|
||
/** The clients who paid the most in the period, from invoice payments and client revenues. */
|
||
function dashboardTopClients($period, $limit = 8) {
|
||
global $mysqli;
|
||
|
||
$start = $period['start'];
|
||
$end = $period['end'];
|
||
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT client_id, client_name, SUM(amount) AS v FROM (
|
||
SELECT invoice_client_id AS client_id, payment_amount AS amount FROM payments
|
||
JOIN invoices ON invoice_id = payment_invoice_id
|
||
WHERE payment_date BETWEEN '$start' AND '$end' " . clientScopeSql('invoice_client_id') . "
|
||
UNION ALL
|
||
SELECT revenue_client_id, revenue_amount FROM revenues
|
||
WHERE " . dashboardRevenueSql() . " AND revenue_client_id > 0 AND revenue_date BETWEEN '$start' AND '$end' " . clientScopeSql('revenue_client_id') . "
|
||
) AS income
|
||
JOIN clients USING (client_id)
|
||
GROUP BY client_id, client_name
|
||
ORDER BY v DESC
|
||
LIMIT " . intval($limit)
|
||
);
|
||
|
||
$clients = [];
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$clients[] = $row;
|
||
}
|
||
|
||
return ['clients' => $clients, 'income' => dashboardIncome($start, $end)];
|
||
}
|
||
|
||
/** The distance driven each month over the chart's 12 months (miles or kilometres - unit), and the total for the period. */
|
||
function dashboardTrips($period) {
|
||
$months = dashboardChartMonths($period);
|
||
$from = $months[0] . '-01';
|
||
$to = date('Y-m-t', strtotime(end($months) . '-01'));
|
||
|
||
return [
|
||
'labels' => array_map(function ($m) {
|
||
return date('M y', strtotime("$m-01"));
|
||
}, $months),
|
||
'miles' => dashboardMonthly("SELECT DATE_FORMAT(trip_date, '%Y-%m') AS m, SUM(trip_miles) AS v FROM trips
|
||
WHERE trip_archived_at IS NULL AND trip_date BETWEEN '$from' AND '$to' GROUP BY m", $months),
|
||
'period_total' => dashboardSum("SELECT SUM(trip_miles) FROM trips WHERE trip_archived_at IS NULL AND trip_date BETWEEN '{$period['start']}' AND '{$period['end']}'"),
|
||
'unit' => ucfirst(tripUnit()),
|
||
];
|
||
}
|
||
|
||
/** Top five of a "SELECT name, color, SUM() AS v ... GROUP BY ..." query, with the rest summed as Other. */
|
||
function dashboardTopFive($sql) {
|
||
global $mysqli;
|
||
|
||
$rows = [];
|
||
$result = mysqli_query($mysqli, $sql);
|
||
while ($row = mysqli_fetch_assoc($result)) {
|
||
if (floatval($row['v']) > 0) {
|
||
$rows[] = $row;
|
||
}
|
||
}
|
||
|
||
$top = array_slice($rows, 0, 5);
|
||
$other = array_sum(array_map(function ($r) {
|
||
return floatval($r['v']);
|
||
}, array_slice($rows, 5)));
|
||
|
||
$out = ['labels' => [], 'values' => [], 'colors' => []];
|
||
foreach ($top as $row) {
|
||
$out['labels'][] = $row['name'];
|
||
$out['values'][] = round(floatval($row['v']), 2);
|
||
$out['colors'][] = preg_match('/^#[0-9a-f]{3,8}$/i', (string) ($row['color'] ?? '')) ? $row['color'] : null;
|
||
}
|
||
if ($other > 0) {
|
||
$out['labels'][] = 'Other';
|
||
$out['values'][] = round($other, 2);
|
||
$out['colors'][] = null;
|
||
}
|
||
|
||
return $out;
|
||
}
|
||
|
||
function dashboardBreakdowns($period) {
|
||
$start = $period['start'];
|
||
$end = $period['end'];
|
||
|
||
return [
|
||
'income_by_category' => dashboardTopFive("
|
||
SELECT category_name AS name, category_color AS color, SUM(amount) AS v FROM (
|
||
SELECT invoice_category_id AS category_id, payment_amount AS amount FROM payments
|
||
JOIN invoices ON invoice_id = payment_invoice_id
|
||
WHERE payment_date BETWEEN '$start' AND '$end' AND invoice_category_id > 0
|
||
UNION ALL
|
||
SELECT revenue_category_id, revenue_amount FROM revenues
|
||
WHERE revenue_date BETWEEN '$start' AND '$end' AND " . dashboardRevenueSql() . "
|
||
) AS income
|
||
JOIN categories USING (category_id)
|
||
GROUP BY category_id, category_name, category_color ORDER BY v DESC"),
|
||
'expenses_by_category' => dashboardTopFive("
|
||
SELECT category_name AS name, category_color AS color, SUM(expense_amount) AS v FROM expenses
|
||
JOIN categories ON expense_category_id = category_id
|
||
WHERE expense_vendor_id > 0 AND expense_date BETWEEN '$start' AND '$end'
|
||
GROUP BY category_id, category_name, category_color ORDER BY v DESC"),
|
||
'expenses_by_vendor' => dashboardTopFive("
|
||
SELECT vendor_name AS name, NULL AS color, SUM(expense_amount) AS v FROM expenses
|
||
JOIN vendors ON expense_vendor_id = vendor_id
|
||
WHERE expense_date BETWEEN '$start' AND '$end'
|
||
GROUP BY vendor_id, vendor_name ORDER BY v DESC"),
|
||
];
|
||
}
|
||
|
||
/** Balance of every open account: opening balance, plus money in, minus money out. */
|
||
function dashboardAccountBalances() {
|
||
global $mysqli;
|
||
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT account_id, account_name, opening_balance
|
||
+ COALESCE((SELECT SUM(payment_amount) FROM payments WHERE payment_account_id = account_id), 0)
|
||
+ COALESCE((SELECT SUM(revenue_amount) FROM revenues WHERE revenue_account_id = account_id), 0)
|
||
- COALESCE((SELECT SUM(expense_amount) FROM expenses WHERE expense_account_id = account_id), 0) AS balance
|
||
FROM accounts
|
||
WHERE account_archived_at IS NULL
|
||
ORDER BY account_name
|
||
");
|
||
|
||
$accounts = [];
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$accounts[] = $row;
|
||
}
|
||
return $accounts;
|
||
}
|
||
|
||
function dashboardLatestIncome($limit = 5) {
|
||
global $mysqli;
|
||
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT payment_amount, payment_date, invoice_id, invoice_prefix, invoice_number, invoice_client_id, client_name
|
||
FROM payments
|
||
JOIN invoices ON payment_invoice_id = invoice_id
|
||
JOIN clients ON invoice_client_id = client_id
|
||
WHERE 1 = 1 " . clientScopeSql('invoice_client_id') . "
|
||
ORDER BY payment_date DESC, payment_id DESC
|
||
LIMIT " . intval($limit));
|
||
|
||
$rows = [];
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$rows[] = $row;
|
||
}
|
||
return $rows;
|
||
}
|
||
|
||
function dashboardLatestExpenses($limit = 5) {
|
||
global $mysqli;
|
||
|
||
$sql = mysqli_query($mysqli, "
|
||
SELECT expense_amount, expense_date, vendor_name, category_name
|
||
FROM expenses
|
||
JOIN vendors ON expense_vendor_id = vendor_id
|
||
LEFT JOIN categories ON expense_category_id = category_id
|
||
ORDER BY expense_date DESC, expense_id DESC
|
||
LIMIT " . intval($limit));
|
||
|
||
$rows = [];
|
||
while ($row = mysqli_fetch_assoc($sql)) {
|
||
$rows[] = $row;
|
||
}
|
||
return $rows;
|
||
}
|