mirror of
https://github.com/itflow-org/itflow
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1606 lines
79 KiB
PHP
1606 lines
79 KiB
PHP
<?php
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/*
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* Billing documents - invoices, quotes and recurring invoices.
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*
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* The three share their shape: a numbered document for a client, with a
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* scope, an income category, line items (a name, a description, a quantity,
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* a price and a tax), a discount and a total. Each keeps its items in its own
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* table - invoice_items, quote_items, recurring_invoice_items - with the same
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* columns, and its history in the history table under its own id column.
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* billingTypes() says where each keeps what, so one set of functions serves
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* all three: the line items (billingItemSave(), billingItemDelete(),
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* billingRecalc()), the totals, the numbers, and the statuses and pills the
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* lists and pages show.
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*
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* Amounts are rounded to the cent where they are made - a line's tax and
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* total, a document's total - so what is stored is what is shown, printed
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* and paid.
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*/
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/** Where each kind of billing document keeps its parts. */
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function billingTypes() {
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return [
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'invoice' => [
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'label' => 'Invoice', 'plural' => 'Invoices', 'icon' => 'fa-file-invoice-dollar',
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'table' => 'invoices', 'col' => 'invoice', 'items' => 'invoice_items', 'item_fk' => 'item_invoice_id',
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'history_fk' => 'history_invoice_id', 'page' => 'invoice.php', 'list' => 'invoices.php', 'param' => 'invoice_id',
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'number_setting' => 'config_invoice_next_number',
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],
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'quote' => [
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'label' => 'Quote', 'plural' => 'Quotes', 'icon' => 'fa-comment-dollar',
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'table' => 'quotes', 'col' => 'quote', 'items' => 'quote_items', 'item_fk' => 'item_quote_id',
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'history_fk' => 'history_quote_id', 'page' => 'quote.php', 'list' => 'quotes.php', 'param' => 'quote_id',
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'number_setting' => 'config_quote_next_number',
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],
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'recurring' => [
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'label' => 'Recurring invoice', 'plural' => 'Recurring invoices', 'icon' => 'fa-redo-alt',
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'table' => 'recurring_invoices', 'col' => 'recurring_invoice', 'items' => 'recurring_invoice_items', 'item_fk' => 'item_recurring_invoice_id',
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'history_fk' => 'history_recurring_invoice_id', 'page' => 'recurring_invoice.php', 'list' => 'recurring_invoices.php', 'param' => 'recurring_invoice_id',
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'number_setting' => 'config_recurring_invoice_next_number',
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],
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];
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}
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/** One kind's map, or null. */
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function billingType($type) {
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return billingTypes()[$type] ?? null;
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}
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/**
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* An amount in a currency, the way the rest of the app shows money - in the
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* company's locale, also on the guest pages and in PDFs where the agent
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* session's formatter isn't set up.
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*/
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function billingMoney($amount, $currency_code = '') {
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global $currency_format, $session_company_currency;
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static $formatter = null;
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if ($currency_format instanceof NumberFormatter) {
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$format = $currency_format;
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} else {
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$formatter = $formatter ?: numfmt_create((string) (billingCompany()['company_locale'] ?? '') ?: 'en_US', NumberFormatter::CURRENCY);
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$format = $formatter;
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}
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$currency_code = (string) $currency_code !== '' ? (string) $currency_code : (string) (($session_company_currency ?? '') ?: (billingCompany()['company_currency'] ?? '') ?: 'USD');
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return numfmt_format_currency($format, floatval($amount), $currency_code);
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}
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/** A quantity without trailing zeros - 1, 2.5, 0.25. */
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function billingQuantity($quantity) {
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$text = rtrim(rtrim(number_format(floatval($quantity), 2, '.', ''), '0'), '.');
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return $text === '' || $text === '-0' ? '0' : $text;
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}
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/** A document's number as shown - INV-123. */
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function billingNumber($type, $row) {
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$t = billingType($type);
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return (string) ($row["{$t['col']}_prefix"] ?? '') . (string) ($row["{$t['col']}_number"] ?? '');
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}
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/**
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* One document by id, with its client - raw, or null. $scoped limits it to
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* the clients this agent may open; the guest pages pass false and check the
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* document's own url key instead.
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*/
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function billingRow($type, $id, $scoped = true) {
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global $mysqli;
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$t = billingType($type);
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$id = intval($id);
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if (!$t || !$id) {
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return null;
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}
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$c = $t['col'];
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$scope = $scoped ? clientScopeSql("{$c}_client_id") : '';
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$extra = $type === 'recurring' ? ', recurring_payment_id, recurring_payment_saved_payment_id, recurring_payment_method' : '';
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$join = $type === 'recurring' ? 'LEFT JOIN recurring_payments ON recurring_payment_recurring_invoice_id = recurring_invoice_id' : '';
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$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT {$t['table']}.*, client_id, client_name, client_abbreviation, client_currency_code, client_net_terms,
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client_tax_id_number, category_name $extra
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FROM {$t['table']}
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LEFT JOIN clients ON client_id = {$c}_client_id
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LEFT JOIN categories ON category_id = {$c}_category_id
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$join
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WHERE {$c}_id = $id $scope
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LIMIT 1"));
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return $row ?: null;
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}
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/** A document's line items, in order. */
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function billingItems($type, $id) {
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global $mysqli;
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$t = billingType($type);
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$id = intval($id);
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$items = [];
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if (!$t || !$id) {
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return $items;
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}
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$seat_columns = $type === 'recurring' ? ', item_seat_source, item_seat_filter, item_seat_minimum' : '';
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$sql = mysqli_query($mysqli, "SELECT item_id, item_name, item_description, item_quantity, item_price, item_subtotal, item_tax, item_total,
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item_order, item_tax_id, item_product_id, item_created_at, tax_name, tax_percent $seat_columns
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FROM {$t['items']}
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LEFT JOIN taxes ON tax_id = item_tax_id
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WHERE {$t['item_fk']} = $id
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ORDER BY item_order ASC, item_id ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$items[] = $row;
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}
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return $items;
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}
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/**
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* The taxes to offer - those not archived, and those archived after $since
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* (a document's or line's date), so an old line keeps the tax it was given.
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*/
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function billingTaxes($since = null) {
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global $mysqli;
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$since_sql = $since ? "OR tax_archived_at > '" . escapeSql($since) . "'" : '';
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$taxes = [];
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$sql = mysqli_query($mysqli, "SELECT tax_id, tax_name, tax_percent FROM taxes WHERE tax_archived_at IS NULL $since_sql ORDER BY tax_name ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$taxes[intval($row['tax_id'])] = $row;
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}
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return $taxes;
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}
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/** The income categories to offer - the same rule as billingTaxes(). */
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function billingCategories($since = null) {
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global $mysqli;
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$since_sql = $since ? "OR category_archived_at > '" . escapeSql($since) . "'" : '';
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$categories = [];
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$sql = mysqli_query($mysqli, "SELECT category_id, category_name, category_color, category_icon FROM categories
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WHERE category_type = 'Income' AND (category_archived_at IS NULL $since_sql) ORDER BY category_name ASC");
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while ($row = mysqli_fetch_assoc($sql)) {
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$categories[intval($row['category_id'])] = $row;
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}
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return $categories;
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}
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/** A line's subtotal, tax and total, each to the cent. */
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function billingLineAmounts($quantity, $price, $tax_percent) {
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$subtotal = round(floatval($quantity) * floatval($price), 2);
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$tax = round($subtotal * floatval($tax_percent) / 100, 2);
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return [$subtotal, $tax, round($subtotal + $tax, 2)];
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}
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/** A number from a form - "1,250.50", "$99", "-15" - or null when it is not one. */
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function billingNumberInput($value) {
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$value = trim(str_replace([',', ' ', '$', '€', '£'], '', (string) $value));
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if ($value === '') {
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return 0.0;
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}
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return is_numeric($value) ? round(floatval($value), 2) : null;
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}
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/**
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* May a document's lines change? Not once an invoice is paid, cancelled or
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* non-billable, nor once a quote has been answered or invoiced.
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*/
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function billingCanEditItems($type, $row) {
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if (!$row || lookupUserPermission('module_sales') < 2) {
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return false;
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}
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if ($type === 'invoice') {
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return !in_array($row['invoice_status'], ['Paid', 'Cancelled', 'Non-Billable'], true);
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}
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if ($type === 'quote') {
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return !in_array($row['quote_status'], ['Accepted', 'Declined', 'Invoiced'], true);
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}
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return true;
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}
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/**
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* Add a line to a document, or change one. $in: name, description, qty,
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* price, tax_id, product_id. For an invoice, a stocked product's stock goes
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* down by what the line takes (and back up if the quantity drops). The
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* document's total follows. The line's id, or null with $error.
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*/
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function billingItemSave($type, $doc_id, array $in, $item_id = 0, &$error = '') {
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global $mysqli;
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$error = '';
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$t = billingType($type);
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$doc_id = intval($doc_id);
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$item_id = intval($item_id);
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if (!$t || !$doc_id) {
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$error = 'That document no longer exists.';
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return null;
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}
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$name = trim((string) ($in['name'] ?? ''));
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$description = trim((string) ($in['description'] ?? ''));
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$quantity = billingNumberInput($in['qty'] ?? '1');
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$price = billingNumberInput($in['price'] ?? '0');
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$tax_id = intval($in['tax_id'] ?? 0);
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$product_id = intval($in['product_id'] ?? 0);
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if ($name === '') {
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$error = 'A line needs a name.';
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return null;
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}
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if (mb_strlen($name) > 200) {
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$error = 'That name is too long - keep it under 200 characters, and put the rest in the description.';
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return null;
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}
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// A recurring line can count its quantity from the client - see recurringSeatSources()
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$seat_set = '';
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if ($type === 'recurring' && array_key_exists('seat_source', $in)) {
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$seat_source = (string) $in['seat_source'];
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if (isset(recurringSeatSources()[$seat_source])) {
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$seat_filter = recurringSeatFilter($seat_source, [
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'tag' => $in['seat_tag'] ?? 0, 'types' => (array) ($in['seat_types'] ?? []),
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'software_id' => $in['seat_software_id'] ?? 0, 'count' => $in['seat_count'] ?? 'used',
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]);
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$seat_minimum = billingNumberInput($in['seat_minimum'] ?? '0');
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if ($seat_minimum === null || $seat_minimum < 0) {
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$error = 'The minimum has to be a number, zero or more.';
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return null;
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}
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$seat_count = recurringSeatCount(getFieldById('recurring_invoices', $doc_id, 'recurring_invoice_client_id'), $seat_source, $seat_filter);
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if ($seat_count === null) {
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$error = $seat_source === 'license' ? "Pick one of the client's licenses to count." : "Those can't be counted.";
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return null;
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}
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$quantity = max(floatval($seat_count), $seat_minimum);
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$seat_set = ", item_seat_source = '$seat_source', item_seat_filter = '" . escapeSql(json_encode($seat_filter)) . "', item_seat_minimum = $seat_minimum";
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} else {
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$seat_set = ", item_seat_source = NULL, item_seat_filter = NULL, item_seat_minimum = 0";
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}
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}
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if ($quantity === null || $price === null) {
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$error = 'The quantity and price have to be numbers.';
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return null;
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}
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if (abs($quantity) >= 1e9 || abs($price) >= 1e11) {
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$error = 'That amount is too large.';
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return null;
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}
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$tax_percent = 0;
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if ($tax_id) {
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$tax = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT tax_percent FROM taxes WHERE tax_id = $tax_id"));
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if (!$tax) {
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$error = 'That tax no longer exists.';
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return null;
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}
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$tax_percent = floatval($tax['tax_percent']);
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}
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[$subtotal, $tax_amount, $total] = billingLineAmounts($quantity, $price, $tax_percent);
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$old = null;
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if ($item_id) {
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$old = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT item_quantity, item_product_id FROM {$t['items']} WHERE item_id = $item_id AND {$t['item_fk']} = $doc_id"));
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if (!$old) {
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$error = 'That line no longer exists.';
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return null;
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}
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$product_id = intval($old['item_product_id']);
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} elseif ($product_id && !getFieldById('products', $product_id, 'product_name')) {
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$product_id = 0;
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}
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// Stock moves only with invoices, and only for things on a shelf
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if ($type === 'invoice' && $product_id && getFieldById('products', $product_id, 'product_type') === 'product') {
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$change = round($quantity - ($old ? floatval($old['item_quantity']) : 0), 2);
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if ($change > 0) {
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$available = floatval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COALESCE(SUM(stock_qty), 0) FROM product_stock WHERE stock_product_id = $product_id"))[0]);
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if ($available < $change) {
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$error = 'Not enough ' . $name . ' in stock - ' . billingQuantity($available) . ' left.';
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return null;
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}
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}
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if ($change != 0) {
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$note = escapeSql(($change > 0 ? 'QTY ' . billingQuantity($change) . ' to' : 'Returned QTY ' . billingQuantity(-$change) . ' from') . " Invoice $doc_id");
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mysqli_query($mysqli, "INSERT INTO product_stock SET stock_qty = " . (-$change) . ", stock_note = '$note', stock_product_id = $product_id");
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}
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}
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$set = "item_name = '" . escapeSql($name) . "', item_description = '" . escapeSql($description) . "',
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item_quantity = $quantity, item_price = $price, item_subtotal = $subtotal, item_tax = $tax_amount, item_total = $total, item_tax_id = $tax_id$seat_set";
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if ($item_id) {
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mysqli_query($mysqli, "UPDATE {$t['items']} SET $set WHERE item_id = $item_id");
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} else {
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$order = intval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COALESCE(MAX(item_order), 0) + 1 FROM {$t['items']} WHERE {$t['item_fk']} = $doc_id"))[0]);
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mysqli_query($mysqli, "INSERT INTO {$t['items']} SET $set, item_order = $order, item_product_id = $product_id, {$t['item_fk']} = $doc_id");
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$item_id = mysqli_insert_id($mysqli);
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}
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billingRecalc($type, $doc_id);
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return $item_id;
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}
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/** Take a line off a document - a stocked product goes back on the shelf. The line, or null. */
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function billingItemDelete($type, $doc_id, $item_id) {
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global $mysqli;
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$t = billingType($type);
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$doc_id = intval($doc_id);
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$item_id = intval($item_id);
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$item = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT item_name, item_quantity, item_product_id FROM {$t['items']} WHERE item_id = $item_id AND {$t['item_fk']} = $doc_id"));
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if (!$item) {
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return null;
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}
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mysqli_query($mysqli, "DELETE FROM {$t['items']} WHERE item_id = $item_id");
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$product_id = intval($item['item_product_id']);
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if ($type === 'invoice' && $product_id && getFieldById('products', $product_id, 'product_type') === 'product' && floatval($item['item_quantity']) > 0) {
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$quantity = floatval($item['item_quantity']);
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mysqli_query($mysqli, "INSERT INTO product_stock SET stock_qty = $quantity, stock_note = 'Returned QTY " . billingQuantity($quantity) . " back to stock from Invoice $doc_id', stock_product_id = $product_id");
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}
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billingRecalc($type, $doc_id);
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return $item;
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}
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/** Put a document's lines in this order - item ids, first to last. */
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function billingItemsOrder($type, $doc_id, array $item_ids) {
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global $mysqli;
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$t = billingType($type);
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$doc_id = intval($doc_id);
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foreach (array_values($item_ids) as $order => $item_id) {
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$item_id = intval($item_id);
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mysqli_query($mysqli, "UPDATE {$t['items']} SET item_order = " . ($order + 1) . " WHERE item_id = $item_id AND {$t['item_fk']} = $doc_id");
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}
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}
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/**
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* A document's total from its lines, less its discount - stored, and for an
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* invoice the status follows what has been paid against the new total.
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*/
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function billingRecalc($type, $doc_id) {
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global $mysqli;
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$t = billingType($type);
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$doc_id = intval($doc_id);
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$c = $t['col'];
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$lines = floatval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COALESCE(SUM(item_total), 0) FROM {$t['items']} WHERE {$t['item_fk']} = $doc_id"))[0]);
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$discount = floatval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT {$c}_discount_amount FROM {$t['table']} WHERE {$c}_id = $doc_id"))[0] ?? 0);
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$amount = round($lines - $discount, 2);
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mysqli_query($mysqli, "UPDATE {$t['table']} SET {$c}_amount = $amount WHERE {$c}_id = $doc_id");
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if ($type === 'invoice') {
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$status = getFieldById('invoices', $doc_id, 'invoice_status');
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if (in_array($status, ['Sent', 'Viewed', 'Partial', 'Paid'], true) && invoicePaid($doc_id) > 0) {
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updateInvoiceStatusFromPayments($doc_id);
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}
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}
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return $amount;
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}
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/** Subtotal, discount, tax and total for showing - from the lines, and the stored total. */
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function billingTotals($type, $row, array $items) {
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$c = billingType($type)['col'];
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$subtotal = 0;
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$tax = 0;
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$taxes = [];
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foreach ($items as $item) {
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$subtotal += floatval($item['item_subtotal']);
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$tax += floatval($item['item_tax']);
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if (floatval($item['item_tax']) != 0) {
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$label = trim(($item['tax_name'] ?? 'Tax') . ' ' . billingQuantity($item['tax_percent'] ?? 0) . '%');
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$taxes[$label] = ($taxes[$label] ?? 0) + floatval($item['item_tax']);
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}
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}
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return [
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'subtotal' => round($subtotal, 2),
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'discount' => floatval($row["{$c}_discount_amount"] ?? 0),
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'credit' => floatval($row["{$c}_credit_amount"] ?? 0),
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'tax' => round($tax, 2),
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'taxes' => $taxes,
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'total' => floatval($row["{$c}_amount"] ?? 0),
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];
|
|
}
|
|
|
|
/** The next number for a new invoice, quote or recurring invoice - taken atomically. */
|
|
function billingNextNumber($type) {
|
|
global $mysqli;
|
|
$setting = billingType($type)['number_setting'];
|
|
mysqli_query($mysqli, "UPDATE settings SET $setting = LAST_INSERT_ID($setting), $setting = $setting + 1 WHERE company_id = 1");
|
|
return intval(mysqli_insert_id($mysqli));
|
|
}
|
|
|
|
/** A document's history, newest first. */
|
|
function billingHistory($type, $id) {
|
|
global $mysqli;
|
|
$t = billingType($type);
|
|
$id = intval($id);
|
|
$rows = [];
|
|
$sql = mysqli_query($mysqli, "SELECT history_status, history_description, history_created_at FROM history WHERE {$t['history_fk']} = $id ORDER BY history_id DESC LIMIT 200");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$rows[] = $row;
|
|
}
|
|
return $rows;
|
|
}
|
|
|
|
/** Add to a document's history. $description raw. */
|
|
function billingLog($type, $id, $status, $description) {
|
|
$id = intval($id);
|
|
logHistory(escapeSql($status), escapeSql($description), $type === 'invoice' ? $id : 0, $type === 'quote' ? $id : 0, $type === 'recurring' ? $id : 0);
|
|
}
|
|
|
|
/** The company the documents come from - its name, address and how to reach it, raw. */
|
|
function billingCompany() {
|
|
global $mysqli;
|
|
static $company = null;
|
|
if ($company === null) {
|
|
$company = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT company_name, company_address, company_city, company_state, company_zip, company_country,
|
|
company_phone, company_phone_country_code, company_email, company_website, company_logo, company_tax_id, company_locale, company_currency FROM companies WHERE company_id = 1")) ?: [];
|
|
$company['phone_display'] = !empty($company['company_phone']) ? formatPhoneNumber($company['company_phone'], $company['company_phone_country_code']) : '';
|
|
$logo = basename((string) ($company['company_logo'] ?? ''));
|
|
$company['logo_path'] = $logo !== '' && is_file(dirname(__DIR__) . "/uploads/settings/$logo") ? dirname(__DIR__) . "/uploads/settings/$logo" : '';
|
|
$company['logo_url'] = $company['logo_path'] !== '' ? '/uploads/settings/' . rawurlencode($logo) : '';
|
|
}
|
|
return $company;
|
|
}
|
|
|
|
/**
|
|
* Who a document is for - the client, its primary location and its billing
|
|
* contact (or primary contact), raw.
|
|
*/
|
|
function billingBillTo($client_id) {
|
|
global $mysqli;
|
|
$client_id = intval($client_id);
|
|
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT client_name, client_tax_id_number, location_address, location_city, location_state, location_zip, location_country
|
|
FROM clients
|
|
LEFT JOIN locations ON location_client_id = client_id AND location_primary = 1 AND location_archived_at IS NULL
|
|
WHERE client_id = $client_id LIMIT 1")) ?: [];
|
|
$contact = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT contact_name, contact_email, contact_phone, contact_phone_country_code, contact_extension
|
|
FROM contacts WHERE contact_client_id = $client_id AND contact_archived_at IS NULL AND (contact_billing = 1 OR contact_primary = 1)
|
|
ORDER BY contact_billing DESC, contact_primary DESC LIMIT 1")) ?: [];
|
|
$row['contact_name'] = $contact['contact_name'] ?? '';
|
|
$row['contact_email'] = $contact['contact_email'] ?? '';
|
|
$row['contact_phone'] = !empty($contact['contact_phone']) ? formatPhoneNumber($contact['contact_phone'], $contact['contact_phone_country_code']) . (!empty($contact['contact_extension']) ? ' x' . $contact['contact_extension'] : '') : '';
|
|
return $row;
|
|
}
|
|
|
|
/** The guest link for an invoice or a quote. */
|
|
function billingGuestUrl($type, $row) {
|
|
global $config_base_url;
|
|
if ($type === 'invoice') {
|
|
return "https://$config_base_url/guest/guest_view_invoice.php?invoice_id=" . intval($row['invoice_id']) . '&url_key=' . rawurlencode((string) $row['invoice_url_key']);
|
|
}
|
|
return "https://$config_base_url/guest/guest_view_quote.php?quote_id=" . intval($row['quote_id']) . '&url_key=' . rawurlencode((string) $row['quote_url_key']);
|
|
}
|
|
|
|
/** How many of a client's contacts the Send window would offer - none means no Send. */
|
|
function billingEmailableContacts($type, $client_id) {
|
|
global $mysqli;
|
|
$client_id = intval($client_id);
|
|
return intval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COUNT(*) FROM contacts WHERE contact_client_id = $client_id AND contact_archived_at IS NULL
|
|
AND contact_email IS NOT NULL AND contact_email != '' " . documentContactFilterSql($type)))[0]);
|
|
}
|
|
|
|
/* ---------------------------------------------------------------- Invoices */
|
|
|
|
/** What has been paid against an invoice. */
|
|
function invoicePaid($invoice_id) {
|
|
global $mysqli;
|
|
$invoice_id = intval($invoice_id);
|
|
return round(floatval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COALESCE(SUM(payment_amount), 0) FROM payments WHERE payment_invoice_id = $invoice_id"))[0]), 2);
|
|
}
|
|
|
|
/** Invoice statuses still waiting on money. */
|
|
function invoiceOpenStatuses() {
|
|
return ['Sent', 'Viewed', 'Partial'];
|
|
}
|
|
|
|
/**
|
|
* Where an invoice stands for payment: open (owed and not late), overdue,
|
|
* draft, paid, cancelled or non-billable - with the balance, and how many
|
|
* days until it is due or since it was.
|
|
*/
|
|
function invoiceState($row, $paid) {
|
|
$status = (string) $row['invoice_status'];
|
|
$balance = round(floatval($row['invoice_amount']) - floatval($paid), 2);
|
|
$due = strtotime((string) $row['invoice_due']);
|
|
$today = strtotime(date('Y-m-d'));
|
|
$days = $due ? intval(round(($due - $today) / 86400)) : 0;
|
|
$state = [
|
|
'Draft' => 'draft', 'Paid' => 'paid', 'Cancelled' => 'cancelled', 'Non-Billable' => 'nonbillable',
|
|
][$status] ?? 'open';
|
|
if ($state === 'open' && $balance <= 0) {
|
|
$state = 'paid';
|
|
}
|
|
if ($state === 'open' && $days < 0) {
|
|
$state = 'overdue';
|
|
}
|
|
return ['state' => $state, 'balance' => $balance, 'paid' => round(floatval($paid), 2), 'days' => $days];
|
|
}
|
|
|
|
/** An invoice's status as a badge - its stored status, and Overdue when it is late. */
|
|
function invoiceStatusBadge($status, $overdue = false) {
|
|
$status = (string) $status;
|
|
$html = '<span class="badge rounded-pill text-bg-' . getInvoiceBadgeColor($status) . '">' . escapeHtml($status) . '</span>';
|
|
if ($overdue) {
|
|
$html .= ' <span class="badge rounded-pill text-bg-danger">Overdue</span>';
|
|
}
|
|
return $html;
|
|
}
|
|
|
|
/** "Due in 5 days", "Due today", "12 days overdue" - for an invoice still owed. */
|
|
function invoiceDuePill($state) {
|
|
if (!in_array($state['state'], ['open', 'overdue'], true)) {
|
|
return '';
|
|
}
|
|
$days = $state['days'];
|
|
if ($days < 0) {
|
|
$late = -$days;
|
|
return '<span class="badge rounded-pill text-bg-danger fw-normal" title="Past its due date"><i class="fas fa-exclamation-circle me-1"></i>' . $late . ' ' . ($late === 1 ? 'day' : 'days') . ' overdue</span>';
|
|
}
|
|
if ($days === 0) {
|
|
return '<span class="badge rounded-pill text-bg-warning fw-normal"><i class="fas fa-clock me-1"></i>Due today</span>';
|
|
}
|
|
$class = $days <= 7 ? 'bg-warning-subtle text-warning-emphasis' : 'bg-secondary-subtle text-secondary-emphasis';
|
|
return '<span class="badge rounded-pill ' . $class . ' fw-normal"><i class="far fa-clock me-1"></i>Due in ' . $days . ' ' . ($days === 1 ? 'day' : 'days') . '</span>';
|
|
}
|
|
|
|
/** May a payment be recorded against this invoice? */
|
|
function invoiceCanPay($row, $state) {
|
|
return in_array($row['invoice_status'], invoiceOpenStatuses(), true) && $state['balance'] > 0;
|
|
}
|
|
|
|
/** Does the client have a card on file with an active provider, to charge from the invoice? */
|
|
function invoiceHasSavedCard($client_id) {
|
|
global $mysqli;
|
|
$client_id = intval($client_id);
|
|
return (bool) mysqli_fetch_row(mysqli_query($mysqli, "SELECT 1 FROM client_saved_payment_methods
|
|
JOIN payment_providers ON saved_payment_provider_id = payment_provider_id
|
|
WHERE saved_payment_client_id = $client_id AND payment_provider_active = 1 LIMIT 1"));
|
|
}
|
|
|
|
/** An invoice's payments, newest first, with the account they went to. */
|
|
function invoicePayments($invoice_id) {
|
|
global $mysqli;
|
|
$invoice_id = intval($invoice_id);
|
|
$rows = [];
|
|
$sql = mysqli_query($mysqli, "SELECT payment_id, payment_date, payment_amount, payment_currency_code, payment_method, payment_reference, account_name
|
|
FROM payments LEFT JOIN accounts ON account_id = payment_account_id
|
|
WHERE payment_invoice_id = $invoice_id ORDER BY payment_date DESC, payment_id DESC");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$rows[] = $row;
|
|
}
|
|
return $rows;
|
|
}
|
|
|
|
/** The tickets billed on an invoice, with the time worked on each. */
|
|
function invoiceTickets($invoice_id) {
|
|
global $mysqli;
|
|
$invoice_id = intval($invoice_id);
|
|
$rows = [];
|
|
$sql = mysqli_query($mysqli, "SELECT ticket_id, ticket_prefix, ticket_number, ticket_subject, ticket_created_at, ticket_closed_at,
|
|
COALESCE(SUM(TIME_TO_SEC(ticket_reply_time_worked)), 0) AS seconds
|
|
FROM tickets LEFT JOIN ticket_replies ON ticket_reply_ticket_id = ticket_id AND ticket_reply_archived_at IS NULL
|
|
WHERE ticket_invoice_id = $invoice_id
|
|
GROUP BY ticket_id ORDER BY ticket_id DESC");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$rows[] = $row;
|
|
}
|
|
return $rows;
|
|
}
|
|
|
|
/* ------------------------------------------------------------ Billing time */
|
|
|
|
/*
|
|
* Time is billed by the ticket: a billable ticket that is resolved or closed
|
|
* is billed once, with all the time worked on it, onto an invoice line at the
|
|
* client's hourly rate (or the default rate when the client has none). The
|
|
* time is rounded the way Admin > Settings > Invoice says - to a step of
|
|
* minutes, to the nearest step or always up, never under a minimum - and
|
|
* ticket_invoice_id marks it billed. Unbilled Time, the ticket's Invoice
|
|
* window, Add Tickets on an invoice and the Unbilled Work report all count
|
|
* and price it with the functions here.
|
|
*/
|
|
|
|
/**
|
|
* The steps time can be rounded to, in minutes => label - each a whole
|
|
* number of hundredths of an hour, so the hours on a line are exact.
|
|
*/
|
|
function billingTimeIncrements() {
|
|
return [6 => '6 minutes (a tenth of an hour)', 12 => '12 minutes', 15 => '15 minutes (a quarter hour)', 30 => '30 minutes', 60 => 'An hour'];
|
|
}
|
|
|
|
/**
|
|
* How time is billed: increment (minutes), rounding ('nearest' or 'up'),
|
|
* minimum (minutes a ticket bills at least, once it has any time) and
|
|
* item_name (the line's name). Read once a request; until the database has
|
|
* the settings (2.9.2) it is the old way - the nearest 15 minutes.
|
|
*/
|
|
function billingTimeRules($fresh = false) {
|
|
global $mysqli;
|
|
static $rules = null;
|
|
if ($rules !== null && !$fresh) {
|
|
return $rules;
|
|
}
|
|
$rules = ['increment' => 15, 'rounding' => 'nearest', 'minimum' => 0, 'item_name' => 'Support [Hourly]'];
|
|
try {
|
|
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT config_time_increment, config_time_rounding, config_time_minimum, config_time_item_name FROM settings WHERE company_id = 1"));
|
|
} catch (mysqli_sql_exception $e) {
|
|
$row = null;
|
|
}
|
|
if ($row) {
|
|
$increment = intval($row['config_time_increment']);
|
|
$rules['increment'] = isset(billingTimeIncrements()[$increment]) ? $increment : 15;
|
|
$rules['rounding'] = $row['config_time_rounding'] === 'up' ? 'up' : 'nearest';
|
|
$rules['minimum'] = max(0, min(1440, intval($row['config_time_minimum'])));
|
|
$rules['item_name'] = trim((string) $row['config_time_item_name']) !== '' ? (string) $row['config_time_item_name'] : 'Support [Hourly]';
|
|
}
|
|
return $rules;
|
|
}
|
|
|
|
/** The rules in words - "to the nearest 15 minutes", "up to the next 6 minutes, at least 1 hour". */
|
|
function billingTimeRulesText(?array $rules = null) {
|
|
$rules = $rules ?? billingTimeRules();
|
|
$step = $rules['increment'] === 60 ? 'hour' : $rules['increment'] . ' minutes';
|
|
$text = $rules['rounding'] === 'up' ? "up to the next $step" : "to the nearest $step";
|
|
if ($rules['minimum'] > 0) {
|
|
$text .= ', at least ' . billingDuration($rules['minimum'] * 60);
|
|
}
|
|
return $text;
|
|
}
|
|
|
|
/**
|
|
* The hours to bill for some seconds of work: rounded to the step, then
|
|
* never under the minimum. No time logged bills nothing.
|
|
*/
|
|
function billingTimeHours($seconds, ?array $rules = null) {
|
|
$rules = $rules ?? billingTimeRules();
|
|
$seconds = max(0, intval($seconds));
|
|
if ($seconds === 0) {
|
|
return 0.0;
|
|
}
|
|
$step = $rules['increment'] * 60;
|
|
$steps = $rules['rounding'] === 'up' ? intdiv($seconds + $step - 1, $step) : intdiv($seconds, $step) + ($seconds % $step > $step / 2 ? 1 : 0);
|
|
return round(max($steps * $step, $rules['minimum'] * 60) / 3600, 2);
|
|
}
|
|
|
|
/** The hourly rate a client's time is billed at - its own, or the default. */
|
|
function billingTimeRate($client_rate) {
|
|
global $config_default_hourly_rate;
|
|
return floatval($client_rate) > 0 ? floatval($client_rate) : floatval($config_default_hourly_rate);
|
|
}
|
|
|
|
/**
|
|
* The SQL that makes a ticket unbilled: billable, resolved or closed, not
|
|
* archived, on no invoice. $include_open takes open ones too - the ticket's
|
|
* own Invoice window can bill a ticket before it is done.
|
|
*/
|
|
function billingUnbilledSql($include_open = false) {
|
|
return "ticket_billable = 1 AND ticket_invoice_id = 0 AND ticket_archived_at IS NULL AND ticket_client_id > 0"
|
|
. ($include_open ? '' : " AND ticket_status IN (" . TICKET_STATUS_RESOLVED . ", " . TICKET_STATUS_CLOSED . ")");
|
|
}
|
|
|
|
/**
|
|
* Unbilled tickets - one client's ($client_id), or every client the agent
|
|
* can open (0), optionally only $ticket_ids - longest waiting first. Each
|
|
* with its client, its assignee, the seconds worked (archived replies left
|
|
* out), the hours that bills, the rate and what that comes to, and the days
|
|
* since it was done.
|
|
*/
|
|
function billingUnbilledTickets($client_id = 0, array $ticket_ids = [], $include_open = false) {
|
|
global $mysqli;
|
|
$client_id = intval($client_id);
|
|
$ids = array_filter(array_map('intval', $ticket_ids));
|
|
$where = billingUnbilledSql($include_open && $ids) . ($client_id ? " AND ticket_client_id = $client_id" : '') . ($ids ? ' AND ticket_id IN (' . implode(',', $ids) . ')' : '')
|
|
. ' ' . clientScopeSql('ticket_client_id');
|
|
$rules = billingTimeRules();
|
|
$rows = [];
|
|
$sql = mysqli_query($mysqli, "SELECT ticket_id, ticket_prefix, ticket_number, ticket_subject, ticket_status, ticket_onsite, ticket_created_at, ticket_resolved_at, ticket_closed_at,
|
|
ticket_client_id, ticket_assigned_to, client_name, client_abbreviation, client_rate, user_name, user_avatar,
|
|
COALESCE((SELECT SUM(TIME_TO_SEC(ticket_reply_time_worked)) FROM ticket_replies WHERE ticket_reply_ticket_id = ticket_id AND ticket_reply_archived_at IS NULL), 0) AS seconds,
|
|
DATEDIFF(CURDATE(), COALESCE(ticket_resolved_at, ticket_closed_at, ticket_created_at)) AS waiting
|
|
FROM tickets
|
|
JOIN clients ON client_id = ticket_client_id
|
|
LEFT JOIN users ON user_id = ticket_assigned_to
|
|
WHERE $where
|
|
ORDER BY client_name ASC, waiting DESC, ticket_number ASC");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$row['seconds'] = intval($row['seconds']);
|
|
$row['waiting'] = max(0, intval($row['waiting']));
|
|
$row['hours'] = billingTimeHours($row['seconds'], $rules);
|
|
$row['rate'] = billingTimeRate($row['client_rate']);
|
|
$row['default_rate'] = floatval($row['client_rate']) <= 0;
|
|
$row['value'] = round($row['hours'] * $row['rate'], 2);
|
|
$rows[intval($row['ticket_id'])] = $row;
|
|
}
|
|
return $rows;
|
|
}
|
|
|
|
/**
|
|
* The same, by client - each client with its tickets, time, hours, value,
|
|
* how long the oldest has waited, how many have no time logged, and its
|
|
* draft invoices. Biggest value first.
|
|
*/
|
|
function billingUnbilledByClient($client_id = 0) {
|
|
global $mysqli;
|
|
$clients = [];
|
|
foreach (billingUnbilledTickets($client_id) as $ticket) {
|
|
$id = intval($ticket['ticket_client_id']);
|
|
if (!isset($clients[$id])) {
|
|
$clients[$id] = ['client_id' => $id, 'client_name' => $ticket['client_name'], 'client_abbreviation' => $ticket['client_abbreviation'],
|
|
'rate' => $ticket['rate'], 'default_rate' => $ticket['default_rate'], 'tickets' => [], 'seconds' => 0, 'hours' => 0.0, 'value' => 0.0,
|
|
'oldest' => 0, 'no_time' => 0, 'drafts' => []];
|
|
}
|
|
$clients[$id]['tickets'][intval($ticket['ticket_id'])] = $ticket;
|
|
$clients[$id]['seconds'] += $ticket['seconds'];
|
|
$clients[$id]['hours'] += $ticket['hours'];
|
|
$clients[$id]['value'] += $ticket['value'];
|
|
$clients[$id]['oldest'] = max($clients[$id]['oldest'], $ticket['waiting']);
|
|
$clients[$id]['no_time'] += $ticket['seconds'] === 0 ? 1 : 0;
|
|
}
|
|
if ($clients) {
|
|
$sql = mysqli_query($mysqli, "SELECT invoice_id, invoice_prefix, invoice_number, invoice_scope, invoice_date, invoice_amount, invoice_client_id FROM invoices
|
|
WHERE invoice_status = 'Draft' AND invoice_archived_at IS NULL AND invoice_client_id IN (" . implode(',', array_keys($clients)) . ")
|
|
ORDER BY invoice_date DESC, invoice_id DESC");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$clients[intval($row['invoice_client_id'])]['drafts'][intval($row['invoice_id'])] = $row;
|
|
}
|
|
}
|
|
uasort($clients, function ($a, $b) {
|
|
return $b['value'] <=> $a['value'] ?: count($b['tickets']) <=> count($a['tickets']);
|
|
});
|
|
return $clients;
|
|
}
|
|
|
|
/** How many unbilled tickets the agent can see - for the menu. */
|
|
function billingUnbilledCount() {
|
|
global $mysqli;
|
|
return intval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COUNT(*) FROM tickets WHERE " . billingUnbilledSql() . ' ' . clientScopeSql('ticket_client_id')))[0]);
|
|
}
|
|
|
|
/** A ticket's invoice line description - "Ticket TCK-123 - Subject - 10/14/2026". */
|
|
function billingTimeDescription(array $ticket) {
|
|
return 'Ticket ' . $ticket['ticket_prefix'] . $ticket['ticket_number'] . ' - ' . $ticket['ticket_subject'] . ' - ' . date('m/d/Y', strtotime((string) $ticket['ticket_created_at']));
|
|
}
|
|
|
|
/**
|
|
* A new draft invoice for a client, as New Invoice makes one: the next
|
|
* number, due on the client's terms, in the company's currency. Its id.
|
|
*/
|
|
function billingInvoiceCreate($client_id, $date, $category_id, $scope, $by) {
|
|
global $mysqli, $config_invoice_prefix, $session_company_currency;
|
|
$client_id = intval($client_id);
|
|
$date = ($parsed = DateTime::createFromFormat('!Y-m-d', (string) $date)) && $parsed->format('Y-m-d') === (string) $date ? (string) $date : date('Y-m-d');
|
|
$terms = intval(getFieldById('clients', $client_id, 'client_net_terms'));
|
|
$number = billingNextNumber('invoice');
|
|
$prefix = escapeSql($config_invoice_prefix);
|
|
$scope = escapeSql(mb_substr(trim((string) $scope), 0, 255));
|
|
$currency = escapeSql($session_company_currency);
|
|
$category_id = intval($category_id);
|
|
$url_key = randomString(32);
|
|
mysqli_query($mysqli, "INSERT INTO invoices SET invoice_prefix = '$prefix', invoice_number = $number, invoice_scope = '$scope', invoice_date = '$date',
|
|
invoice_due = DATE_ADD('$date', INTERVAL $terms DAY), invoice_amount = 0, invoice_currency_code = '$currency', invoice_category_id = $category_id,
|
|
invoice_status = 'Draft', invoice_url_key = '$url_key', invoice_client_id = $client_id");
|
|
$invoice_id = intval(mysqli_insert_id($mysqli));
|
|
if ($invoice_id) {
|
|
billingLog('invoice', $invoice_id, 'Draft', "Invoice created by $by");
|
|
}
|
|
return $invoice_id;
|
|
}
|
|
|
|
/**
|
|
* Bill tickets' time on an invoice. $hours is ticket id => hours to bill
|
|
* (null: what the rules make of the time logged). Only the client's
|
|
* unbilled tickets are taken, and each is claimed on the way so two agents
|
|
* can't bill one twice. $opts:
|
|
* invoice_id one of the client's invoices whose lines can change, or 0 for a new draft
|
|
* date, category_id, scope for a new draft
|
|
* tax_id, item_name, price (null: the client's rate), description (one ticket only)
|
|
* combine one line for all of them instead of one each
|
|
* lines false to put the tickets on without adding lines (billed by hand)
|
|
* include_open take tickets that aren't done yet too
|
|
* by who, for the history
|
|
* A ticket with no hours goes on the invoice without a line. Returns
|
|
* [invoice_id, number, new, tickets (references), hours, lines, no_charge]
|
|
* or null with $error.
|
|
*/
|
|
function billingTimeInvoice($client_id, array $hours, array $opts, &$error = '') {
|
|
global $mysqli;
|
|
$error = '';
|
|
$client_id = intval($client_id);
|
|
$by = (string) ($opts['by'] ?? 'ITFlow');
|
|
$tickets = $hours ? billingUnbilledTickets($client_id, array_keys($hours), !empty($opts['include_open'])) : [];
|
|
$add_lines = !isset($opts['lines']) || $opts['lines'];
|
|
if (!$client_id || !$tickets) {
|
|
$error = 'Nothing to bill - those tickets are already on an invoice, or no longer billable.';
|
|
return null;
|
|
}
|
|
|
|
// What each one bills
|
|
$bill = [];
|
|
foreach ($tickets as $ticket_id => $ticket) {
|
|
$value = $hours[$ticket_id] ?? null;
|
|
$h = ($value === null || $value === '') ? $ticket['hours'] : billingNumberInput($value);
|
|
if ($h === null || $h < 0 || $h >= 10000) {
|
|
$error = 'The hours for ' . $ticket['ticket_prefix'] . $ticket['ticket_number'] . ' have to be a number, zero or more.';
|
|
return null;
|
|
}
|
|
$bill[$ticket_id] = round($h, 2);
|
|
}
|
|
$price = isset($opts['price']) && $opts['price'] !== '' && $opts['price'] !== null ? billingNumberInput($opts['price']) : billingTimeRate(reset($tickets)['client_rate']);
|
|
if ($price === null || abs($price) >= 1e9) {
|
|
$error = 'The rate has to be a number.';
|
|
return null;
|
|
}
|
|
$tax_id = intval($opts['tax_id'] ?? 0);
|
|
if ($tax_id && !mysqli_num_rows(mysqli_query($mysqli, "SELECT tax_id FROM taxes WHERE tax_id = $tax_id"))) {
|
|
$error = 'That tax no longer exists.';
|
|
return null;
|
|
}
|
|
$item_name = trim((string) ($opts['item_name'] ?? ''));
|
|
$item_name = $item_name !== '' ? $item_name : billingTimeRules()['item_name'];
|
|
if (mb_strlen($item_name) > 200) {
|
|
$error = 'That line name is too long - keep it under 200 characters.';
|
|
return null;
|
|
}
|
|
|
|
// The invoice
|
|
$invoice_id = intval($opts['invoice_id'] ?? 0);
|
|
$new = false;
|
|
if ($invoice_id) {
|
|
$invoice = billingRow('invoice', $invoice_id);
|
|
if (!$invoice || intval($invoice['client_id']) !== $client_id || !billingCanEditItems('invoice', $invoice)) {
|
|
$error = "That invoice isn't one of the client's you can still add to.";
|
|
return null;
|
|
}
|
|
} else {
|
|
$invoice_id = billingInvoiceCreate($client_id, $opts['date'] ?? '', $opts['category_id'] ?? 0, $opts['scope'] ?? '', $by);
|
|
if (!$invoice_id) {
|
|
$error = "The invoice couldn't be made.";
|
|
return null;
|
|
}
|
|
$new = true;
|
|
}
|
|
$number = billingNumber('invoice', billingRow('invoice', $invoice_id, false));
|
|
|
|
// Claim them - only those still unbilled go on
|
|
mysqli_query($mysqli, "UPDATE tickets SET ticket_invoice_id = $invoice_id WHERE ticket_id IN (" . implode(',', array_keys($bill)) . ") AND ticket_client_id = $client_id
|
|
AND ticket_invoice_id = 0 AND ticket_billable = 1");
|
|
$claimed = [];
|
|
$sql = mysqli_query($mysqli, "SELECT ticket_id FROM tickets WHERE ticket_invoice_id = $invoice_id AND ticket_id IN (" . implode(',', array_keys($bill)) . ")");
|
|
while ($row = mysqli_fetch_row($sql)) {
|
|
$claimed[intval($row[0])] = true;
|
|
}
|
|
if (!$claimed) {
|
|
if ($new) {
|
|
mysqli_query($mysqli, "DELETE FROM history WHERE history_invoice_id = $invoice_id");
|
|
mysqli_query($mysqli, "DELETE FROM invoices WHERE invoice_id = $invoice_id");
|
|
}
|
|
$error = 'Nothing to bill - someone else billed those tickets just now.';
|
|
return null;
|
|
}
|
|
|
|
// The lines
|
|
$lines = 0;
|
|
$no_charge = [];
|
|
$references = [];
|
|
$total_hours = 0.0;
|
|
$combined = [];
|
|
foreach ($bill as $ticket_id => $h) {
|
|
if (!isset($claimed[$ticket_id])) {
|
|
continue;
|
|
}
|
|
$ticket = $tickets[$ticket_id];
|
|
$reference = $ticket['ticket_prefix'] . $ticket['ticket_number'];
|
|
$references[] = $reference;
|
|
$total_hours += $h;
|
|
if (!$add_lines) {
|
|
logTicketHistory($ticket_id, escapeSql("Put on invoice $number by $by - no line added"));
|
|
continue;
|
|
}
|
|
if ($h <= 0) {
|
|
$no_charge[] = $reference;
|
|
} elseif (!empty($opts['combine'])) {
|
|
$combined[] = billingTimeDescription($ticket) . ' (' . billingQuantity($h) . ' h)';
|
|
} else {
|
|
$description = count($bill) === 1 && isset($opts['description']) ? (string) $opts['description'] : billingTimeDescription($ticket);
|
|
if (billingItemSave('invoice', $invoice_id, ['name' => $item_name, 'description' => $description, 'qty' => $h, 'price' => $price, 'tax_id' => $tax_id])) {
|
|
$lines++;
|
|
}
|
|
}
|
|
logTicketHistory($ticket_id, escapeSql("Billed on invoice $number by $by - " . ($h > 0 ? billingQuantity($h) . ' h' : 'no charge')));
|
|
}
|
|
if ($combined) {
|
|
$combined_hours = round(array_sum(array_intersect_key($bill, $claimed)), 2);
|
|
if (billingItemSave('invoice', $invoice_id, ['name' => $item_name, 'description' => implode("\n", $combined), 'qty' => $combined_hours, 'price' => $price, 'tax_id' => $tax_id])) {
|
|
$lines++;
|
|
}
|
|
}
|
|
billingRecalc('invoice', $invoice_id);
|
|
|
|
$invoice = billingRow('invoice', $invoice_id, false);
|
|
$what = (count($references) === 1 ? 'ticket ' : count($references) . ' tickets ') . implode(', ', array_slice($references, 0, 20)) . (count($references) > 20 ? ' and more' : '');
|
|
if ($add_lines) {
|
|
billingLog('invoice', $invoice_id, $invoice['invoice_status'], ucfirst($what) . " billed by $by - " . billingQuantity($total_hours) . ' h');
|
|
logAudit('Invoice', $new ? 'Create' : 'Edit', escapeSql("$by billed $what on invoice $number - " . billingQuantity($total_hours) . ' h'), $client_id, $invoice_id);
|
|
} else {
|
|
billingLog('invoice', $invoice_id, $invoice['invoice_status'], ucfirst($what) . " added by $by, without lines");
|
|
logAudit('Invoice', 'Edit', escapeSql("$by added $what to invoice $number, without lines"), $client_id, $invoice_id);
|
|
}
|
|
if ($new) {
|
|
triggerCustomAction('invoice_create', $invoice_id);
|
|
}
|
|
|
|
return ['invoice_id' => $invoice_id, 'number' => $number, 'new' => $new, 'tickets' => $references, 'hours' => round($total_hours, 2), 'lines' => $lines, 'no_charge' => $no_charge];
|
|
}
|
|
|
|
/**
|
|
* Mark unbilled tickets not billable - written off, so they leave Unbilled
|
|
* Time. Each gets it in its history. The references it changed.
|
|
*/
|
|
function billingTimeWriteOff($client_id, array $ticket_ids, $by) {
|
|
global $mysqli;
|
|
$tickets = $ticket_ids ? billingUnbilledTickets($client_id, $ticket_ids) : [];
|
|
$done = [];
|
|
foreach ($tickets as $ticket_id => $ticket) {
|
|
mysqli_query($mysqli, "UPDATE tickets SET ticket_billable = 0 WHERE ticket_id = $ticket_id AND ticket_invoice_id = 0 AND ticket_billable = 1");
|
|
if (mysqli_affected_rows($mysqli) === 1) {
|
|
logTicketHistory($ticket_id, escapeSql("Marked not billable by $by - " . billingDuration($ticket['seconds']) . ' logged was not billed'));
|
|
$done[] = $ticket['ticket_prefix'] . $ticket['ticket_number'];
|
|
}
|
|
}
|
|
return $done;
|
|
}
|
|
|
|
/** Seconds as "1h 30m". */
|
|
function billingDuration($seconds) {
|
|
$seconds = intval($seconds);
|
|
$hours = intdiv($seconds, 3600);
|
|
$minutes = intdiv($seconds % 3600, 60);
|
|
if (!$hours && !$minutes) {
|
|
return $seconds ? '<1m' : '-';
|
|
}
|
|
return trim(($hours ? "{$hours}h " : '') . ($minutes ? "{$minutes}m" : ''));
|
|
}
|
|
|
|
/* ------------------------------------------------------------------ Quotes */
|
|
|
|
/** A quote's badge colour by status. */
|
|
function getQuoteBadgeColor($status) {
|
|
return ['Sent' => 'warning', 'Viewed' => 'primary', 'Accepted' => 'success', 'Declined' => 'danger', 'Invoiced' => 'info'][(string) $status] ?? 'secondary';
|
|
}
|
|
|
|
/** Has a quote passed its expiry without an answer? */
|
|
function quoteExpired($row) {
|
|
return in_array($row['quote_status'], ['Draft', 'Sent', 'Viewed'], true)
|
|
&& !empty($row['quote_expire']) && strtotime((string) $row['quote_expire']) < strtotime(date('Y-m-d'));
|
|
}
|
|
|
|
/** A quote's status as a badge, and Expired when it ran out unanswered. */
|
|
function quoteStatusBadge($row) {
|
|
$html = '<span class="badge rounded-pill text-bg-' . getQuoteBadgeColor($row['quote_status']) . '">' . escapeHtml($row['quote_status']) . '</span>';
|
|
if (quoteExpired($row)) {
|
|
$html .= ' <span class="badge rounded-pill text-bg-dark">Expired</span>';
|
|
}
|
|
return $html;
|
|
}
|
|
|
|
/** "Expires in 5 days", "Expired 3 days ago" - for a quote not answered yet. */
|
|
function quoteExpiryPill($row) {
|
|
if (!in_array($row['quote_status'], ['Draft', 'Sent', 'Viewed'], true) || empty($row['quote_expire'])) {
|
|
return '';
|
|
}
|
|
$days = intval(round((strtotime((string) $row['quote_expire']) - strtotime(date('Y-m-d'))) / 86400));
|
|
if ($days < 0) {
|
|
return '<span class="badge rounded-pill bg-dark-subtle text-dark-emphasis fw-normal">Expired ' . (-$days) . ' ' . (-$days === 1 ? 'day' : 'days') . ' ago</span>';
|
|
}
|
|
if ($days === 0) {
|
|
return '<span class="badge rounded-pill text-bg-warning fw-normal">Expires today</span>';
|
|
}
|
|
$class = $days <= 7 ? 'bg-warning-subtle text-warning-emphasis' : 'bg-secondary-subtle text-secondary-emphasis';
|
|
return '<span class="badge rounded-pill ' . $class . ' fw-normal">Expires in ' . $days . ' ' . ($days === 1 ? 'day' : 'days') . '</span>';
|
|
}
|
|
|
|
/* ------------------------------------------------------- Recurring invoices */
|
|
|
|
/** How long a missed run is still billed by the nightly run - a night or a few the cron didn't run. */
|
|
const RECURRING_INVOICE_GRACE_DAYS = 7;
|
|
|
|
/** How often a recurring invoice runs => label. Each is also a MySQL interval unit. */
|
|
function recurringInvoiceFrequencies() {
|
|
return ['month' => 'Monthly', 'quarter' => 'Quarterly', 'year' => 'Yearly'];
|
|
}
|
|
|
|
/** How many months a run covers. */
|
|
function recurringInvoiceMonths($frequency) {
|
|
return ['quarter' => 3, 'year' => 12][(string) $frequency] ?? 1;
|
|
}
|
|
|
|
/** "month", "quarter" or "year" - for "each month", "a quarter". */
|
|
function recurringInvoicePeriodWord($frequency) {
|
|
return ['quarter' => 'quarter', 'year' => 'year'][(string) $frequency] ?? 'month';
|
|
}
|
|
|
|
/** What a recurring invoice brings in a month. */
|
|
function recurringInvoiceMonthly($amount, $frequency) {
|
|
return floatval($amount) / recurringInvoiceMonths($frequency);
|
|
}
|
|
|
|
/**
|
|
* The same in SQL, for sums - a quarterly one counts a third, a yearly one a
|
|
* twelfth. Takes the amount and frequency column names.
|
|
*/
|
|
function recurringInvoiceMonthlySql($amount = 'recurring_invoice_amount', $frequency = 'recurring_invoice_frequency') {
|
|
return "(CASE $frequency WHEN 'year' THEN $amount / 12 WHEN 'quarter' THEN $amount / 3 ELSE $amount END)";
|
|
}
|
|
|
|
/** "In 5 days", "Today", "3 days late" - for an active recurring invoice's next run. */
|
|
function recurringInvoiceNextPill($row) {
|
|
if (intval($row['recurring_invoice_status']) !== 1) {
|
|
return '<span class="badge rounded-pill bg-secondary-subtle text-secondary-emphasis fw-normal"><i class="fas fa-pause me-1"></i>Paused</span>';
|
|
}
|
|
$days = intval(round((strtotime((string) $row['recurring_invoice_next_date']) - strtotime(date('Y-m-d'))) / 86400));
|
|
if ($days < 0) {
|
|
$title = -$days <= RECURRING_INVOICE_GRACE_DAYS ? 'Missed - the next nightly run bills it' : "Too far behind to bill by itself - use Invoice Now, or move it on";
|
|
return '<span class="badge rounded-pill text-bg-danger fw-normal" title="' . $title . '"><i class="fas fa-exclamation-triangle me-1"></i>' . (-$days) . ' ' . (-$days === 1 ? 'day' : 'days') . ' late</span>';
|
|
}
|
|
if ($days === 0) {
|
|
return '<span class="badge rounded-pill text-bg-info fw-normal">Today</span>';
|
|
}
|
|
return '<span class="badge rounded-pill bg-secondary-subtle text-secondary-emphasis fw-normal">In ' . $days . ' ' . ($days === 1 ? 'day' : 'days') . '</span>';
|
|
}
|
|
|
|
/**
|
|
* A run date one period on. It keeps to the day of the month the schedule
|
|
* bills on ($anchor_day, recurring_invoice_anchor_day) - or the date's own
|
|
* day when there isn't one - and falls back to a shorter month's last day:
|
|
* the 31st runs on the 28th of February and the 31st of March.
|
|
*/
|
|
function recurringInvoiceStep($date, $frequency, $anchor_day = 0) {
|
|
$d = new DateTime((string) $date);
|
|
$day = intval($anchor_day) > 0 ? intval($anchor_day) : intval($d->format('j'));
|
|
$d->modify('first day of this month')->modify('+' . recurringInvoiceMonths($frequency) . ' months');
|
|
$d->setDate(intval($d->format('Y')), intval($d->format('n')), min($day, intval($d->format('t'))));
|
|
return $d->format('Y-m-d');
|
|
}
|
|
|
|
/** A recurring invoice's next run date after $date. */
|
|
function recurringInvoiceAfter($row, $date) {
|
|
return recurringInvoiceStep($date, $row['recurring_invoice_frequency'], intval($row['recurring_invoice_anchor_day'] ?? 0));
|
|
}
|
|
|
|
/** The next few dates a recurring invoice will run on. */
|
|
function recurringInvoiceUpcoming($row, $count = 3) {
|
|
$dates = [];
|
|
$date = (string) $row['recurring_invoice_next_date'];
|
|
for ($i = 0; $i < $count && $date; $i++) {
|
|
$dates[] = $date;
|
|
$date = recurringInvoiceAfter($row, $date);
|
|
}
|
|
return $dates;
|
|
}
|
|
|
|
/** The first run date from a recurring invoice's next date on that hasn't passed - the missed runs skipped. */
|
|
function recurringInvoiceCatchUp($row) {
|
|
$date = (string) $row['recurring_invoice_next_date'];
|
|
$today = date('Y-m-d');
|
|
for ($guard = 0; $date < $today && $guard < 1200; $guard++) {
|
|
$date = recurringInvoiceAfter($row, $date);
|
|
}
|
|
return $date;
|
|
}
|
|
|
|
/**
|
|
* The period a run bills for - from its date to the day before the next one -
|
|
* and the words for it that can go in a recurring invoice's scope, notes and
|
|
* lines: {month} "November 2026", {quarter} "Q4 2026", {year} "2026" and
|
|
* {period} "Nov 1 - Nov 30, 2026".
|
|
*/
|
|
function recurringInvoicePeriod($row, $date) {
|
|
$start = new DateTime((string) $date);
|
|
$end = new DateTime(recurringInvoiceAfter($row, $date));
|
|
$end->modify('-1 day');
|
|
if ($end < $start) {
|
|
$end = clone $start;
|
|
}
|
|
$same_year = $start->format('Y') === $end->format('Y');
|
|
return [
|
|
'start' => $start->format('Y-m-d'),
|
|
'end' => $end->format('Y-m-d'),
|
|
'{month}' => $start->format('F Y'),
|
|
'{quarter}' => 'Q' . intval(ceil(intval($start->format('n')) / 3)) . ' ' . $start->format('Y'),
|
|
'{year}' => $start->format('Y'),
|
|
'{period}' => $start->format($same_year ? 'M j' : 'M j, Y') . ' - ' . $end->format('M j, Y'),
|
|
];
|
|
}
|
|
|
|
/** Put a period's words into text - the tokens it doesn't use are left as typed. */
|
|
function recurringInvoiceTokens($text, array $period) {
|
|
return strtr((string) $text, array_intersect_key($period, array_flip(['{month}', '{quarter}', '{year}', '{period}'])));
|
|
}
|
|
|
|
/* ---------------------------------------------------------- Seat-based lines */
|
|
|
|
/*
|
|
* A line on a recurring invoice can take its quantity from the client: their
|
|
* contacts (users), their devices, or a license's seats - counted again each
|
|
* time an invoice is made, and never less than the line's minimum.
|
|
* item_seat_source says which, item_seat_filter (JSON) narrows it: a tag, the
|
|
* device types, or the license and whether to count the seats it has or the
|
|
* ones in use.
|
|
*/
|
|
|
|
/** The places a line's quantity can come from. */
|
|
function recurringSeatSources() {
|
|
return [
|
|
'contacts' => ['label' => 'Users', 'unit' => 'user', 'icon' => 'fa-user'],
|
|
'assets' => ['label' => 'Devices', 'unit' => 'device', 'icon' => 'fa-desktop'],
|
|
'license' => ['label' => 'License seats', 'unit' => 'seat', 'icon' => 'fa-cube'],
|
|
];
|
|
}
|
|
|
|
/** Device statuses that are not billed - gone, or out of use. */
|
|
function recurringSeatAssetSkipStatuses() {
|
|
return ['Lost', 'Stolen', 'Retired'];
|
|
}
|
|
|
|
/** A line's seat filter, cleaned - from the stored JSON or a form's array. */
|
|
function recurringSeatFilter($source, $filter) {
|
|
if (!is_array($filter)) {
|
|
$filter = json_decode((string) $filter, true);
|
|
$filter = is_array($filter) ? $filter : [];
|
|
}
|
|
$clean = [];
|
|
if (in_array($source, ['contacts', 'assets'], true) && intval($filter['tag'] ?? 0)) {
|
|
$clean['tag'] = intval($filter['tag']);
|
|
}
|
|
if ($source === 'assets' && !empty($filter['types']) && is_array($filter['types'])) {
|
|
$types = array_values(array_unique(array_filter(array_map(function ($type) {
|
|
return mb_substr(trim((string) $type), 0, 100);
|
|
}, $filter['types']), 'strlen')));
|
|
if ($types) {
|
|
$clean['types'] = $types;
|
|
}
|
|
}
|
|
if ($source === 'license') {
|
|
$clean['software_id'] = intval($filter['software_id'] ?? 0);
|
|
$clean['count'] = ($filter['count'] ?? '') === 'total' ? 'total' : 'used';
|
|
}
|
|
return $clean;
|
|
}
|
|
|
|
/**
|
|
* How many a client has right now, for a seat source and filter - or null
|
|
* when it can't be counted (the license is gone, or isn't the client's).
|
|
*/
|
|
function recurringSeatCount($client_id, $source, array $filter) {
|
|
global $mysqli;
|
|
$client_id = intval($client_id);
|
|
$tag = intval($filter['tag'] ?? 0);
|
|
if ($source === 'contacts') {
|
|
$tag_sql = $tag ? "AND contact_id IN (SELECT contact_id FROM contact_tags WHERE tag_id = $tag)" : '';
|
|
return intval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COUNT(*) FROM contacts WHERE contact_client_id = $client_id AND contact_archived_at IS NULL $tag_sql"))[0]);
|
|
}
|
|
if ($source === 'assets') {
|
|
$skip = "'" . implode("', '", array_map('escapeSql', recurringSeatAssetSkipStatuses())) . "'";
|
|
$types_sql = !empty($filter['types']) ? "AND asset_type IN ('" . implode("', '", array_map('escapeSql', $filter['types'])) . "')" : '';
|
|
$tag_sql = $tag ? "AND asset_id IN (SELECT asset_tag_asset_id FROM asset_tags WHERE asset_tag_tag_id = $tag)" : '';
|
|
return intval(mysqli_fetch_row(mysqli_query($mysqli, "SELECT COUNT(*) FROM assets WHERE asset_client_id = $client_id AND asset_archived_at IS NULL
|
|
AND (asset_status IS NULL OR asset_status NOT IN ($skip)) $types_sql $tag_sql"))[0]);
|
|
}
|
|
if ($source === 'license') {
|
|
$software_id = intval($filter['software_id'] ?? 0);
|
|
$row = mysqli_fetch_row(mysqli_query($mysqli, "SELECT software_seats, " . softwareSeatsUsedSql('software.software_id') . " FROM software
|
|
WHERE software_id = $software_id AND software_client_id = $client_id AND software_archived_at IS NULL"));
|
|
if (!$row) {
|
|
return null;
|
|
}
|
|
return ($filter['count'] ?? 'used') === 'total' ? intval($row[0]) : intval($row[1]);
|
|
}
|
|
return null;
|
|
}
|
|
|
|
/** What a seat line counts, in words - "Users tagged VIP", "Desktops and laptops", "Seats on Microsoft 365 in use". */
|
|
function recurringSeatDescribe($source, array $filter) {
|
|
global $mysqli;
|
|
$tag = intval($filter['tag'] ?? 0);
|
|
$tag_name = $tag ? (string) getFieldById('tags', $tag, 'tag_name') : '';
|
|
if ($source === 'contacts') {
|
|
return $tag_name !== '' ? "Contacts tagged $tag_name" : 'All contacts';
|
|
}
|
|
if ($source === 'assets') {
|
|
$types = $filter['types'] ?? [];
|
|
$what = $types ? (count($types) > 1 ? implode(', ', array_slice($types, 0, -1)) . ' and ' . end($types) : $types[0]) : 'All devices';
|
|
return $what . ($tag_name !== '' ? " tagged $tag_name" : '') . ' in use';
|
|
}
|
|
if ($source === 'license') {
|
|
$name = (string) getFieldById('software', intval($filter['software_id'] ?? 0), 'software_name');
|
|
return ($name !== '' ? $name : 'A license that no longer exists') . (($filter['count'] ?? 'used') === 'total' ? ' - seats bought' : ' - seats in use');
|
|
}
|
|
return '';
|
|
}
|
|
|
|
/**
|
|
* What a client has to count, for choosing a seat line's source: how many
|
|
* contacts and devices, the tags on them, their device types and their
|
|
* licenses - each with how many.
|
|
*/
|
|
function recurringSeatOptions($client_id) {
|
|
global $mysqli;
|
|
$client_id = intval($client_id);
|
|
$skip = "'" . implode("', '", array_map('escapeSql', recurringSeatAssetSkipStatuses())) . "'";
|
|
$assets_in_use = "asset_client_id = $client_id AND asset_archived_at IS NULL AND (asset_status IS NULL OR asset_status NOT IN ($skip))";
|
|
$options = [
|
|
'contacts' => recurringSeatCount($client_id, 'contacts', []),
|
|
'assets' => recurringSeatCount($client_id, 'assets', []),
|
|
'contact_tags' => [], 'asset_types' => [], 'asset_tags' => [], 'licenses' => [],
|
|
];
|
|
$sql = mysqli_query($mysqli, "SELECT tag_id, tag_name, COUNT(*) AS n FROM tags JOIN contact_tags USING (tag_id) JOIN contacts USING (contact_id)
|
|
WHERE contact_client_id = $client_id AND contact_archived_at IS NULL AND tag_archived_at IS NULL GROUP BY tag_id ORDER BY tag_name");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$options['contact_tags'][intval($row['tag_id'])] = $row;
|
|
}
|
|
$sql = mysqli_query($mysqli, "SELECT asset_type, COUNT(*) AS n FROM assets WHERE $assets_in_use AND asset_type <> '' GROUP BY asset_type ORDER BY asset_type");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$options['asset_types'][$row['asset_type']] = intval($row['n']);
|
|
}
|
|
$sql = mysqli_query($mysqli, "SELECT tag_id, tag_name, COUNT(*) AS n FROM tags JOIN asset_tags ON asset_tag_tag_id = tag_id JOIN assets ON asset_id = asset_tag_asset_id
|
|
WHERE $assets_in_use AND tag_archived_at IS NULL GROUP BY tag_id ORDER BY tag_name");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$options['asset_tags'][intval($row['tag_id'])] = $row;
|
|
}
|
|
$sql = mysqli_query($mysqli, "SELECT software_id, software_name, software_seats, " . softwareSeatsUsedSql('software.software_id') . " AS used FROM software
|
|
WHERE software_client_id = $client_id AND software_archived_at IS NULL ORDER BY software_name");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$options['licenses'][intval($row['software_id'])] = $row;
|
|
}
|
|
return $options;
|
|
}
|
|
|
|
/**
|
|
* The seat lines on a recurring invoice, each with what it counts now and
|
|
* the quantity that makes (never under its minimum): line row + seat_count,
|
|
* seat_quantity, seat_label and seat_drift (true when the line is off).
|
|
*/
|
|
function recurringSeatLines($recurring_invoice_id, $client_id = null) {
|
|
global $mysqli;
|
|
$recurring_invoice_id = intval($recurring_invoice_id);
|
|
if ($client_id === null) {
|
|
$client_id = intval(getFieldById('recurring_invoices', $recurring_invoice_id, 'recurring_invoice_client_id'));
|
|
}
|
|
$lines = [];
|
|
$sql = mysqli_query($mysqli, "SELECT item_id, item_name, item_quantity, item_seat_source, item_seat_filter, item_seat_minimum FROM recurring_invoice_items
|
|
WHERE item_recurring_invoice_id = $recurring_invoice_id AND item_seat_source IS NOT NULL AND item_seat_source <> '' ORDER BY item_order, item_id");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$filter = recurringSeatFilter($row['item_seat_source'], $row['item_seat_filter']);
|
|
$count = recurringSeatCount($client_id, $row['item_seat_source'], $filter);
|
|
$row['seat_filter'] = $filter;
|
|
$row['seat_count'] = $count;
|
|
$row['seat_quantity'] = $count === null ? null : max(floatval($count), floatval($row['item_seat_minimum']));
|
|
$row['seat_label'] = recurringSeatDescribe($row['item_seat_source'], $filter);
|
|
$row['seat_drift'] = $count !== null && round($row['seat_quantity'] - floatval($row['item_quantity']), 2) != 0;
|
|
$lines[intval($row['item_id'])] = $row;
|
|
}
|
|
return $lines;
|
|
}
|
|
|
|
/**
|
|
* Bring a recurring invoice's lines up to date: each seat line's quantity
|
|
* from what the client has now, and each line's tax from the tax's rate now.
|
|
* Seat changes go in its history. What changed, in words.
|
|
*/
|
|
function recurringInvoiceRefresh($recurring_invoice_id, $by = 'Cron') {
|
|
global $mysqli;
|
|
$recurring_invoice_id = intval($recurring_invoice_id);
|
|
$client_id = intval(getFieldById('recurring_invoices', $recurring_invoice_id, 'recurring_invoice_client_id'));
|
|
$seats = recurringSeatLines($recurring_invoice_id, $client_id);
|
|
$changes = [];
|
|
|
|
$sql = mysqli_query($mysqli, "SELECT item_id, item_name, item_quantity, item_price, item_subtotal, item_tax, item_total, item_tax_id, tax_percent
|
|
FROM recurring_invoice_items LEFT JOIN taxes ON tax_id = item_tax_id WHERE item_recurring_invoice_id = $recurring_invoice_id");
|
|
while ($item = mysqli_fetch_assoc($sql)) {
|
|
$item_id = intval($item['item_id']);
|
|
$quantity = floatval($item['item_quantity']);
|
|
if (isset($seats[$item_id]) && $seats[$item_id]['seat_drift']) {
|
|
$new_quantity = floatval($seats[$item_id]['seat_quantity']);
|
|
$changes[] = "{$item['item_name']}: " . billingQuantity($quantity) . ' to ' . billingQuantity($new_quantity) . ' (' . $seats[$item_id]['seat_label'] . ')';
|
|
$quantity = $new_quantity;
|
|
}
|
|
[$subtotal, $tax, $total] = billingLineAmounts($quantity, $item['item_price'], intval($item['item_tax_id']) ? floatval($item['tax_percent']) : 0);
|
|
if ($quantity != floatval($item['item_quantity']) || $subtotal != floatval($item['item_subtotal']) || $tax != floatval($item['item_tax']) || $total != floatval($item['item_total'])) {
|
|
mysqli_query($mysqli, "UPDATE recurring_invoice_items SET item_quantity = $quantity, item_subtotal = $subtotal, item_tax = $tax, item_total = $total WHERE item_id = $item_id");
|
|
}
|
|
}
|
|
|
|
billingRecalc('recurring', $recurring_invoice_id);
|
|
foreach ($changes as $change) {
|
|
billingLog('recurring', $recurring_invoice_id, 'Seats', "$change - by $by");
|
|
}
|
|
return $changes;
|
|
}
|
|
|
|
/* -------------------------------------------- Making invoices from recurring */
|
|
|
|
/**
|
|
* Make the invoice for a recurring invoice's next run - the nightly run and
|
|
* Invoice Now both come here.
|
|
*
|
|
* Seat lines are counted again and taxes taken at today's rates first. The
|
|
* invoice is dated the run's date ($early: today, for Invoice Now), due on
|
|
* the client's terms, with the period put into its scope, notes and lines.
|
|
* The schedule moves one period on from the run it billed - so billing early
|
|
* takes the place of that run, and a missed run billed now is not billed
|
|
* again. The run is claimed first, so two requests can't bill it twice.
|
|
*
|
|
* $run is the run date the caller means to bill - what the nightly run
|
|
* picked, or what the page showed when Invoice Now was pressed. When the
|
|
* schedule has moved on since (another request billed it), nothing is made,
|
|
* rather than billing the run after. Without $early a run still to come is
|
|
* never billed.
|
|
*
|
|
* When the recurring invoice sends by itself and recurring invoices are
|
|
* emailed (Admin > Settings > Invoice), it goes to the client's primary and
|
|
* billing contacts and is marked sent; otherwise it is left as a draft.
|
|
* The new invoice's id, or 0.
|
|
*/
|
|
function recurringInvoiceGenerate($recurring_invoice_id, $by = 'Cron', $early = false, $run = null) {
|
|
global $mysqli, $config_base_url;
|
|
|
|
$recurring_invoice_id = intval($recurring_invoice_id);
|
|
$row = billingRow('recurring', $recurring_invoice_id, false);
|
|
if (!$row) {
|
|
return 0;
|
|
}
|
|
$due = (string) $row['recurring_invoice_next_date'];
|
|
if (($run !== null && (string) $run !== $due) || (!$early && $due > date('Y-m-d'))) {
|
|
return 0;
|
|
}
|
|
$next = recurringInvoiceAfter($row, $due);
|
|
$date = $early ? date('Y-m-d') : $due;
|
|
|
|
// Claim the run
|
|
mysqli_query($mysqli, "UPDATE recurring_invoices SET recurring_invoice_next_date = '$next', recurring_invoice_last_sent = '$date'
|
|
WHERE recurring_invoice_id = $recurring_invoice_id AND recurring_invoice_next_date = '" . escapeSql($due) . "'");
|
|
if (mysqli_affected_rows($mysqli) !== 1) {
|
|
return 0;
|
|
}
|
|
|
|
$seat_changes = recurringInvoiceRefresh($recurring_invoice_id, $by);
|
|
$row = billingRow('recurring', $recurring_invoice_id, false);
|
|
$period = recurringInvoicePeriod($row, $due);
|
|
|
|
$settings = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT config_invoice_prefix, config_recurring_auto_send_invoice,
|
|
config_invoice_from_email, config_invoice_from_name, config_smtp_provider FROM settings WHERE company_id = 1")) ?: [];
|
|
$terms = intval($row['client_net_terms']); // 0 is "On Receipt"
|
|
$client_id = intval($row['client_id']);
|
|
$prefix = escapeSql($settings['config_invoice_prefix'] ?? '');
|
|
$number = billingNextNumber('invoice');
|
|
$url_key = randomString(32);
|
|
$scope = escapeSql(recurringInvoiceTokens($row['recurring_invoice_scope'], $period));
|
|
$note = escapeSql(recurringInvoiceTokens($row['recurring_invoice_note'], $period));
|
|
$discount = floatval($row['recurring_invoice_discount_amount']);
|
|
$currency = escapeSql($row['recurring_invoice_currency_code']);
|
|
$category_id = intval($row['recurring_invoice_category_id']);
|
|
|
|
mysqli_query($mysqli, "INSERT INTO invoices SET invoice_prefix = '$prefix', invoice_number = $number, invoice_scope = '$scope', invoice_date = '$date',
|
|
invoice_due = DATE_ADD('$date', INTERVAL $terms DAY), invoice_discount_amount = $discount, invoice_amount = 0, invoice_currency_code = '$currency',
|
|
invoice_note = '$note', invoice_category_id = $category_id, invoice_status = 'Draft', invoice_url_key = '$url_key',
|
|
invoice_recurring_invoice_id = $recurring_invoice_id, invoice_client_id = $client_id");
|
|
$invoice_id = mysqli_insert_id($mysqli);
|
|
if (!$invoice_id) {
|
|
return 0;
|
|
}
|
|
|
|
foreach (billingItems('recurring', $recurring_invoice_id) as $item) {
|
|
$name = escapeSql(recurringInvoiceTokens($item['item_name'], $period));
|
|
$description = escapeSql(recurringInvoiceTokens($item['item_description'], $period));
|
|
mysqli_query($mysqli, "INSERT INTO invoice_items SET item_name = '$name', item_description = '$description', item_quantity = " . floatval($item['item_quantity']) . ",
|
|
item_price = " . floatval($item['item_price']) . ", item_subtotal = " . floatval($item['item_subtotal']) . ", item_tax = " . floatval($item['item_tax']) . ",
|
|
item_total = " . floatval($item['item_total']) . ", item_order = " . intval($item['item_order']) . ", item_tax_id = " . intval($item['item_tax_id']) . ", item_invoice_id = $invoice_id");
|
|
}
|
|
billingRecalc('invoice', $invoice_id);
|
|
|
|
$invoice = billingRow('invoice', $invoice_id, false);
|
|
$invoice_number = billingNumber('invoice', $invoice);
|
|
$recurring_number = billingNumber('recurring', $row);
|
|
billingLog('invoice', $invoice_id, 'Draft', "Made from $recurring_number by $by, for {$period['{period}']}" . ($seat_changes ? ' - seats updated' : ''));
|
|
billingLog('recurring', $recurring_invoice_id, 'Invoiced', "$invoice_number made by $by, for {$period['{period}']} - next on $next");
|
|
|
|
// Send it, when it sends itself
|
|
$sent_to = [];
|
|
if (intval($row['recurring_invoice_auto_send']) === 1 && intval($row['recurring_invoice_email_notify']) === 1
|
|
&& intval($settings['config_recurring_auto_send_invoice'] ?? 0) === 1 && !empty($settings['config_smtp_provider'])) {
|
|
$company = billingCompany();
|
|
$money = billingMoney($invoice['invoice_amount'], $invoice['invoice_currency_code']);
|
|
$link = 'https://' . $config_base_url . '/guest/guest_view_invoice.php?invoice_id=' . $invoice_id . '&url_key=' . $url_key;
|
|
$subject = "Invoice $invoice_number";
|
|
$contacts = mysqli_query($mysqli, "SELECT contact_name, contact_email FROM contacts WHERE contact_client_id = $client_id AND contact_archived_at IS NULL
|
|
AND (contact_primary = 1 OR contact_billing = 1) AND contact_email IS NOT NULL AND contact_email <> '' ORDER BY contact_primary DESC, contact_name ASC");
|
|
$data = [];
|
|
while ($contact = mysqli_fetch_assoc($contacts)) {
|
|
if (!filter_var($contact['contact_email'], FILTER_VALIDATE_EMAIL) || isset($sent_to[strtolower($contact['contact_email'])])) {
|
|
continue;
|
|
}
|
|
$sent_to[strtolower($contact['contact_email'])] = $contact['contact_email'];
|
|
$body = 'Hello ' . htmlspecialchars($contact['contact_name']) . ',<br><br>An invoice regarding "' . htmlspecialchars($invoice['invoice_scope']) . '" has been generated. Please view the details below.'
|
|
. "<br><br>Invoice: $invoice_number<br>Issue Date: {$invoice['invoice_date']}<br>Total: " . htmlspecialchars($money) . "<br>Due Date: {$invoice['invoice_due']}"
|
|
. '<br><br><br>To view your invoice, please click <a href="' . htmlspecialchars($link) . '">here</a>.<br><br><br>--<br>' . htmlspecialchars($company['company_name'] ?? '') . ' - Billing<br>'
|
|
. htmlspecialchars($settings['config_invoice_from_email'] ?? '') . '<br>' . htmlspecialchars($company['phone_display'] ?? '');
|
|
$data[] = [
|
|
'from' => escapeSql($settings['config_invoice_from_email'] ?? ''),
|
|
'from_name' => escapeSql($settings['config_invoice_from_name'] ?? ''),
|
|
'recipient' => escapeSql($contact['contact_email']),
|
|
'recipient_name' => escapeSql($contact['contact_name']),
|
|
'subject' => escapeSql($subject),
|
|
'body' => mysqli_real_escape_string($mysqli, $body),
|
|
];
|
|
}
|
|
if ($data && addToMailQueue($data) === true) {
|
|
mysqli_query($mysqli, "UPDATE invoices SET invoice_status = 'Sent' WHERE invoice_id = $invoice_id");
|
|
billingLog('invoice', $invoice_id, 'Sent', 'Emailed to ' . implode(', ', $sent_to));
|
|
} else {
|
|
$sent_to = [];
|
|
billingLog('invoice', $invoice_id, 'Draft', $data ? 'Could not be queued to email - left as a draft' : 'Nobody to email it to - no primary or billing contact with an email address');
|
|
}
|
|
}
|
|
|
|
$client_name = escapeSql($row['client_name']);
|
|
appNotify($sent_to ? 'Recurring Sent' : 'Recurring Generated', escapeSql("$invoice_number for {$row['client_name']} made from $recurring_number" . ($sent_to ? ' and emailed' : ' - a draft to check and send')),
|
|
"/agent/invoice.php?invoice_id=$invoice_id", $client_id);
|
|
logAudit('Invoice', 'Create', escapeSql("$by made invoice $invoice_number from recurring invoice $recurring_number for {$period['{period}']}"), $client_id, $invoice_id);
|
|
triggerCustomAction('invoice_create', $invoice_id);
|
|
|
|
return $invoice_id;
|
|
}
|
|
|
|
/** The invoices a recurring invoice has made, newest first, with what has been paid on each. */
|
|
function recurringInvoiceGenerated($recurring_invoice_id, $limit = 12) {
|
|
global $mysqli;
|
|
$recurring_invoice_id = intval($recurring_invoice_id);
|
|
$limit = max(1, intval($limit));
|
|
$rows = [];
|
|
$sql = mysqli_query($mysqli, "SELECT invoice_id, invoice_prefix, invoice_number, invoice_date, invoice_due, invoice_amount, invoice_status, invoice_currency_code,
|
|
(SELECT COALESCE(SUM(payment_amount), 0) FROM payments WHERE payment_invoice_id = invoice_id) AS paid
|
|
FROM invoices WHERE invoice_recurring_invoice_id = $recurring_invoice_id
|
|
ORDER BY invoice_date DESC, invoice_id DESC LIMIT $limit");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$rows[] = $row;
|
|
}
|
|
return $rows;
|
|
}
|
|
|
|
/* ---------------------------------------------------------------- Showing */
|
|
|
|
/** A document's history as a timeline, newest first. */
|
|
function billingHistoryHtml(array $rows) {
|
|
if (!$rows) {
|
|
return '<div class="itflow-asset-empty py-4">Nothing has happened to it yet.</div>';
|
|
}
|
|
$html = '<ul class="list-unstyled mb-0 p-3 itflow-billing-history">';
|
|
foreach ($rows as $row) {
|
|
// Older guest views put the browser's HTML into the description
|
|
$description = trim(preg_replace('/[ \t]+/', ' ', strip_tags((string) $row['history_description'])));
|
|
$html .= '<li><div>' . nl2br(escapeHtml($description)) . '</div>'
|
|
. '<div class="small text-body-secondary">' . escapeHtml($row['history_status'])
|
|
. ' · <span title="' . escapeHtml($row['history_created_at']) . '">' . escapeHtml(timeAgo($row['history_created_at'])) . '</span></div></li>';
|
|
}
|
|
return $html . '</ul>';
|
|
}
|
|
|
|
/** The square tile for a kind of billing document. */
|
|
function billingTile($type, $size = '') {
|
|
$t = billingType($type);
|
|
return '<span class="itflow-asset-icon itflow-billing-tile itflow-billing-tile-' . $type . ($size ? " itflow-asset-icon-$size" : '') . '" aria-hidden="true"><i class="fas fa-fw ' . $t['icon'] . '"></i></span>';
|
|
}
|
|
|
|
/** The "not found" page for a billing document that isn't there or can't be opened. */
|
|
function billingNotFound($type, $client_url = '') {
|
|
$t = billingType($type);
|
|
echo '<div class="itflow-asset-empty mt-5"><i class="fas ' . $t['icon'] . ' fa-3x mb-3 opacity-50"></i>'
|
|
. '<h1 class="h4">That ' . strtolower($t['label']) . " isn't here</h1>"
|
|
. '<p>It may have been deleted, or it belongs to a client you can\'t open.</p>'
|
|
. '<a class="btn btn-outline-secondary" href="' . $t['list'] . ($client_url ? '?' . rtrim($client_url, '&') : '') . '"><i class="fas fa-arrow-left me-2"></i>Back to ' . $t['plural'] . '</a></div>';
|
|
}
|
|
|
|
/* ---------------------------------------------------------------- Payments */
|
|
|
|
/**
|
|
* The accounts a payment can go to, with each one's balance - one query.
|
|
* $keep_id keeps an archived account in the list (the one a payment is in).
|
|
*/
|
|
function paymentAccounts($keep_id = 0) {
|
|
global $mysqli;
|
|
$keep_id = intval($keep_id);
|
|
$accounts = [];
|
|
$sql = mysqli_query($mysqli, "SELECT account_id, account_name, account_currency_code, account_archived_at,
|
|
opening_balance + COALESCE(payments_in.total, 0) + COALESCE(revenues_in.total, 0) - COALESCE(expenses_out.total, 0) AS balance
|
|
FROM accounts
|
|
LEFT JOIN (SELECT payment_account_id, SUM(payment_amount) AS total FROM payments GROUP BY payment_account_id) AS payments_in ON payments_in.payment_account_id = account_id
|
|
LEFT JOIN (SELECT revenue_account_id, SUM(revenue_amount) AS total FROM revenues GROUP BY revenue_account_id) AS revenues_in ON revenues_in.revenue_account_id = account_id
|
|
LEFT JOIN (SELECT expense_account_id, SUM(expense_amount) AS total FROM expenses GROUP BY expense_account_id) AS expenses_out ON expenses_out.expense_account_id = account_id
|
|
WHERE account_archived_at IS NULL OR account_id = $keep_id
|
|
ORDER BY account_name ASC");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
$accounts[intval($row['account_id'])] = $row;
|
|
}
|
|
return $accounts;
|
|
}
|
|
|
|
/** The ways a payment can be made - Cash, Check, ACH and whatever else is set up. */
|
|
function paymentMethods() {
|
|
global $mysqli;
|
|
$methods = [];
|
|
$sql = mysqli_query($mysqli, "SELECT payment_method_name FROM payment_methods ORDER BY payment_method_name ASC");
|
|
while ($row = mysqli_fetch_row($sql)) {
|
|
$methods[] = $row[0];
|
|
}
|
|
return $methods;
|
|
}
|
|
|
|
/** Can clients pay invoices online - is a payment provider turned on? */
|
|
function billingOnlinePayments() {
|
|
global $mysqli;
|
|
static $online = null;
|
|
if ($online === null) {
|
|
$online = (bool) mysqli_fetch_row(mysqli_query($mysqli, "SELECT 1 FROM payment_providers WHERE payment_provider_active = 1 LIMIT 1"));
|
|
}
|
|
return $online;
|
|
}
|
|
|
|
/* -------------------------------------------------------------------- PDFs */
|
|
|
|
/**
|
|
* An invoice, quote or recurring invoice as a PDF - or an invoice's packing
|
|
* slip ($variant 'packing'): ['name' => file name, 'data' => the PDF].
|
|
* $row is billingRow(). See functions/billing_pdf.php.
|
|
*/
|
|
function billingPdf($type, array $row, $variant = 'document') {
|
|
require_once __DIR__ . '/../libs/TCPDF/tcpdf.php';
|
|
require_once __DIR__ . '/billing_pdf.php';
|
|
return billingPdfRender($type, $row, $variant);
|
|
}
|
|
|
|
/** Hand a billingPdf() to the browser - opened in a tab, or saved with $download. */
|
|
function billingPdfSend(array $pdf, $download = false) {
|
|
header('Content-Type: application/pdf');
|
|
header('Content-Disposition: ' . ($download ? 'attachment' : 'inline') . '; filename="' . $pdf['name'] . '"');
|
|
header('Content-Length: ' . strlen($pdf['data']));
|
|
header('Cache-Control: private, no-store');
|
|
header('X-Content-Type-Options: nosniff');
|
|
echo $pdf['data'];
|
|
exit;
|
|
}
|
|
|
|
/* ------------------------------------------------------------- Guest pages */
|
|
|
|
/**
|
|
* A client has opened an invoice or quote from its link: a sent one becomes
|
|
* viewed, the view goes in its history (where from, in plain text), and the
|
|
* agents hear about it while it still matters - an invoice not yet paid, a
|
|
* quote not yet answered.
|
|
*/
|
|
function billingGuestViewed($type, array $row) {
|
|
global $mysqli;
|
|
$t = billingType($type);
|
|
$c = $t['col'];
|
|
$id = intval($row["{$c}_id"]);
|
|
$status = (string) $row["{$c}_status"];
|
|
$number = billingNumber($type, $row);
|
|
|
|
if ($status === 'Sent') {
|
|
mysqli_query($mysqli, "UPDATE {$t['table']} SET {$c}_status = 'Viewed' WHERE {$c}_id = $id AND {$c}_status = 'Sent'");
|
|
}
|
|
|
|
$agent = (string) ($_SERVER['HTTP_USER_AGENT'] ?? '');
|
|
$where = implode(' - ', array_filter([getIP(), trim(strip_tags(getOS($agent))), trim(strip_tags(getWebBrowser($agent)))], function ($part) {
|
|
return $part !== '' && $part !== '-';
|
|
}));
|
|
billingLog($type, $id, $status === 'Sent' ? 'Viewed' : $status, 'Viewed by the client' . ($where !== '' ? " - $where" : ''));
|
|
|
|
$matters = $type === 'invoice' ? !in_array($status, ['Paid', 'Cancelled', 'Non-Billable'], true) : in_array($status, ['Draft', 'Sent', 'Viewed'], true);
|
|
if ($matters) {
|
|
appNotify($t['label'] . ' Viewed', escapeSql("$number has been viewed by {$row['client_name']}" . ($where !== '' ? " - $where" : '')), "/agent/{$t['page']}?{$t['param']}=$id", intval($row['client_id']));
|
|
}
|
|
}
|
|
|
|
/** A client's invoices still owed, oldest first, with what is left on each - their statement. */
|
|
function billingClientOpenInvoices($client_id) {
|
|
global $mysqli;
|
|
$client_id = intval($client_id);
|
|
$rows = [];
|
|
$sql = mysqli_query($mysqli, "SELECT invoice_id, invoice_prefix, invoice_number, invoice_scope, invoice_date, invoice_due, invoice_status,
|
|
invoice_amount, invoice_currency_code, invoice_url_key,
|
|
COALESCE((SELECT SUM(payment_amount) FROM payments WHERE payment_invoice_id = invoice_id), 0) AS paid
|
|
FROM invoices
|
|
WHERE invoice_client_id = $client_id AND invoice_status IN ('Sent', 'Viewed', 'Partial')
|
|
ORDER BY invoice_date ASC, invoice_number ASC");
|
|
while ($row = mysqli_fetch_assoc($sql)) {
|
|
if (round(floatval($row['invoice_amount']) - floatval($row['paid']), 2) > 0) {
|
|
$rows[] = $row;
|
|
}
|
|
}
|
|
return $rows;
|
|
}
|