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itflow/agent/post/recurring_expense.php
johnnyq 94413424e4 Expenses stage 2: recurring expenses on a real schedule - monthly, quarterly or yearly on the day of the month they started on with the 31st falling back to a shorter month's last day, an optional end date for leases and financing after which they stop by themselves, the nightly run recording each one due today or missed by up to 7 nights dated the day it was due and telling the team about each with a link to it, one notice the day one falls too far behind in place of the nightly nag, Record Now dated today when early or the due date when late and safe to press twice, Move On to skip missed runs, Pause and Resume, a rebuilt list with cost a month, the next 30 days, running and need a look along the top, Active, Next 7 days, Late, Paused, Ended and All pills and vendor, category and client filters, a quick look with the schedule in words, the next dates, this year's total and the expenses it recorded, one New and Edit form that says the schedule as it is set and fills in from the vendor's last expense, recorded expenses carrying the payment method and reference and linked back with a filter and icon on the expenses list and a Recorded by line in their quick look, the dashboard figure, cash flow forecast and expense, recurring revenue and spend by vendor reports counting quarterly ones and end dates, the vendor page opening the quick look, demo data standing costs on their own days with insurance quarterly and linked to their history, fixes for edits moving the next date, new monthly ones starting in the picked month, recorded expenses losing the payment method, no way to pause and the list's date filter using the creation date, delete now needing full financial access, database 3.0.0 with frequency as month, quarter or year, anchor day and end date, the old day and month columns dropped and expense_recurring_expense_id backfilled, CHANGELOG updated
2026-10-16 18:02:00 -04:00

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PHP
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<?php
/*
* ITFlow - GET/POST request handler for recurring expenses
*
* New and Edit post through recurringExpenseSave(), Record Now through
* recurringExpenseRecord() - the same code the nightly run uses - in
* functions/expenses.php.
*/
defined('FROM_POST_HANDLER') || die("Direct file access is not allowed");
if (isset($_POST['create_recurring_expense'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$recurring_expense_id = recurringExpenseSave($_POST, 0, $error);
if (!$recurring_expense_id) {
flashAlert($error, 'error');
redirect();
}
$row = recurringExpenseRow($recurring_expense_id, false);
$label = recurringExpenseLabel($row);
logAudit("Recurring Expense", "Create", "$session_name set up the recurring expense " . escapeSql($label), intval($row['recurring_expense_client_id']), $recurring_expense_id);
flashAlert("Recurring expense <strong>" . escapeHtml($label) . "</strong> set up - the first one is recorded on " . escapeHtml(date('M j, Y', strtotime($row['recurring_expense_next_date']))));
redirect();
}
if (isset($_POST['edit_recurring_expense'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$recurring_expense_id = intval($_POST['recurring_expense_id'] ?? 0);
$before = recurringExpenseRow($recurring_expense_id);
if (!recurringExpenseSave($_POST, $recurring_expense_id, $error)) {
flashAlert($error, 'error');
redirect();
}
$row = recurringExpenseRow($recurring_expense_id, false);
$label = recurringExpenseLabel($row);
$state = recurringExpenseState($row);
$changes = [];
if (floatval($before['recurring_expense_amount']) != floatval($row['recurring_expense_amount'])) {
$changes[] = 'amount from ' . billingMoney($before['recurring_expense_amount'], $before['recurring_expense_currency_code']) . ' to ' . billingMoney($row['recurring_expense_amount'], $row['recurring_expense_currency_code']);
}
if ($before['recurring_expense_next_date'] !== $row['recurring_expense_next_date']) {
$changes[] = "next date from {$before['recurring_expense_next_date']} to {$row['recurring_expense_next_date']}";
}
logAudit("Recurring Expense", "Edit", "$session_name edited the recurring expense " . escapeSql($label) . ($changes ? ' - ' . escapeSql(implode(', ', $changes)) : ''), intval($row['recurring_expense_client_id']), $recurring_expense_id);
if ($state === 'ended' && recurringExpenseState($before) !== 'ended') {
flashAlert("Recurring expense <strong>" . escapeHtml($label) . "</strong> saved - its end date is before the next one, so it has ended", 'warning');
} elseif ($state === 'active' && recurringExpenseState($before) === 'ended') {
flashAlert("Recurring expense <strong>" . escapeHtml($label) . "</strong> saved and running again - the next one is on " . escapeHtml(date('M j, Y', strtotime($row['recurring_expense_next_date']))));
} else {
flashAlert("Recurring expense <strong>" . escapeHtml($label) . "</strong> saved");
}
redirect();
}
// Pause (status=0) or Resume (status=1)
if (isset($_GET['recurring_expense_set_status'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$row = recurringExpenseRow(intval($_GET['recurring_expense_set_status']));
if (!$row) {
flashAlert('That recurring expense no longer exists', 'error');
redirect();
}
$recurring_expense_id = intval($row['recurring_expense_id']);
$status = intval($_GET['status'] ?? 0) === 1 ? 1 : 0;
$label = recurringExpenseLabel($row);
if ($status === 1 && recurringExpenseEnded($row)) {
flashAlert("<strong>" . escapeHtml($label) . "</strong> ended on " . escapeHtml($row['recurring_expense_end_date']) . " - change its end date in Edit to run it again", 'error');
redirect();
}
mysqli_query($mysqli, "UPDATE recurring_expenses SET recurring_expense_status = $status WHERE recurring_expense_id = $recurring_expense_id");
logAudit("Recurring Expense", $status ? "Resume" : "Pause", "$session_name " . ($status ? 'resumed' : 'paused') . " the recurring expense " . escapeSql($label), intval($row['recurring_expense_client_id']), $recurring_expense_id);
if ($status && $row['recurring_expense_next_date'] < date('Y-m-d', strtotime('-' . RECURRING_EXPENSE_GRACE_DAYS . ' days'))) {
flashAlert("<strong>" . escapeHtml($label) . "</strong> resumed - its next date has passed, so record the missed runs or move it on", 'warning');
} else {
flashAlert("<strong>" . escapeHtml($label) . "</strong> " . ($status ? 'resumed' : 'paused'));
}
redirect();
}
// Record Now - the next run, or the one &run= names (what the page showed), so pressing it twice records it once
if (isset($_GET['recurring_expense_record'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$row = recurringExpenseRow(intval($_GET['recurring_expense_record']));
if (!$row) {
flashAlert('That recurring expense no longer exists', 'error');
redirect();
}
if (recurringExpenseEnded($row)) {
flashAlert("<strong>" . escapeHtml(recurringExpenseLabel($row)) . "</strong> has ended - there is nothing more to record", 'error');
redirect();
}
$run = isset($_GET['run']) && preg_match('/^\d{4}-\d{2}-\d{2}$/', $_GET['run']) ? $_GET['run'] : $row['recurring_expense_next_date'];
$expense_id = recurringExpenseRecord(intval($row['recurring_expense_id']), intval($session_user_id), $run, stripslashes($session_name));
if (!$expense_id) {
flashAlert("That run of <strong>" . escapeHtml(recurringExpenseLabel($row)) . "</strong> is already recorded", 'warning');
redirect();
}
$after = recurringExpenseRow(intval($row['recurring_expense_id']), false);
flashAlert("Recorded <strong>" . escapeHtml(expenseLabel(expenseRow($expense_id, false))) . "</strong>" . (recurringExpenseEnded($after)
? ' - that was the last one, it has ended'
: ' - the next one is on ' . escapeHtml(date('M j, Y', strtotime($after['recurring_expense_next_date'])))));
redirect();
}
// Move On - skip the missed runs without recording them
if (isset($_GET['recurring_expense_catch_up'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$row = recurringExpenseRow(intval($_GET['recurring_expense_catch_up']));
if (!$row) {
flashAlert('That recurring expense no longer exists', 'error');
redirect();
}
$recurring_expense_id = intval($row['recurring_expense_id']);
$from = $row['recurring_expense_next_date'];
$next = recurringExpenseCatchUp($row);
$ends = !empty($row['recurring_expense_end_date']) && $next > $row['recurring_expense_end_date'];
mysqli_query($mysqli, "UPDATE recurring_expenses SET recurring_expense_next_date = '$next'" . ($ends ? ', recurring_expense_status = 0' : '') . "
WHERE recurring_expense_id = $recurring_expense_id AND recurring_expense_next_date = '" . escapeSql($from) . "'");
logAudit("Recurring Expense", "Move On", "$session_name moved the recurring expense " . escapeSql(recurringExpenseLabel($row)) . " on from $from to $next without recording the missed runs", intval($row['recurring_expense_client_id']), $recurring_expense_id);
flashAlert("<strong>" . escapeHtml(recurringExpenseLabel($row)) . "</strong> moved on to " . escapeHtml(date('M j, Y', strtotime($next))) . ($ends ? ' - past its end date, so it has ended' : ''));
redirect();
}
if (isset($_GET['delete_recurring_expense'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 3);
$row = recurringExpenseDelete(intval($_GET['delete_recurring_expense']), $error);
if (!$row) {
flashAlert($error, 'error');
redirect();
}
logAudit("Recurring Expense", "Delete", "$session_name deleted the recurring expense " . escapeSql(recurringExpenseLabel($row)), intval($row['recurring_expense_client_id']));
flashAlert("Recurring expense <strong>" . escapeHtml(recurringExpenseLabel($row)) . "</strong> deleted - the expenses it recorded stay", 'error');
redirect();
}
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