Files
itflow/agent/post/expense.php
johnnyq ea23a2bad5 Audit logs stage 1: Admin > Audit Logs rebuilt on the standard list with search, sortable columns and paging, filters for date, who (agent, portal contact or ITFlow itself), client, type and action, and counted views for Changes, Deletions, Sign-ins, Security and Data out; each entry shows who with their avatar, the client, the type and action as a coloured label, the description without the name in front, the IP and device in words, and links to its record while it exists or says No longer here; a quick look with the full entry, the raw user agent, everything from that IP, the record's other entries and what the same person did 15 minutes either side; CSV/PDF export with the page's filters, view and picked columns, itself audited; new functions/audit_log.php, admin/modals/audit_log/audit_log.php and audit_log_export.php, admin/post/audit_log.php and audit_logs export columns; agent/files.php takes ?open= for a file's quick look; database 3.3.1 adds log_client_id and log_entity_id keys on logs, gives each action one name (Unarchive/Restored to Restore, Deleted, Merged, Closed, Reopened, Resolved and Sent to Delete, Merge, Close, Reopen, Resolve and Send, Client Access to Denied, saved card and payment provider Updates to Create or Delete, contract template Update to Edit, type client to Client) and repoints entries at the right record (reply edits and redactions to the ticket, API document edits to the document, reimbursements to the recording expense, API client restores to the client), guarded so it can run again; logAudit call sites in agent, admin, api, client, cron and functions use the same names and record ids
2026-10-18 22:36:25 -04:00

388 lines
15 KiB
PHP

<?php
/*
* ITFlow - GET/POST request handler for expenses
*
* New, Edit, Copy and Refund all post through expenseSave() in
* functions/expenses.php, with the receipt as `file`. The checks there keep
* an expense to one of our vendors, an expense category, an account and a
* client the agent can see.
*/
defined('FROM_POST_HANDLER') || die("Direct file access is not allowed");
if (isset($_POST['add_expense'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$expense_id = expenseSave($_POST, 0, $error);
if (!$expense_id) {
flashAlert($error, 'error');
redirect();
}
$receipt_error = '';
expenseReceiptStore($expense_id, $_FILES['file'] ?? null, $receipt_error);
$row = expenseRow($expense_id, false);
$label = expenseLabel($row);
$refund = intval($row['expense_refund_of_id']) > 0;
logAudit("Expense", $refund ? "Refund" : "Create", "$session_name " . ($refund ? 'recorded a refund from ' : 'added the expense ') . escapeSql($label), intval($row['expense_client_id']), $expense_id);
if ($receipt_error) {
flashAlert(($refund ? 'Refund' : 'Expense') . " <strong>" . escapeHtml($label) . "</strong> added, but " . lcfirst(escapeHtml($receipt_error)), 'warning');
} else {
flashAlert(($refund ? 'Refund' : 'Expense') . " <strong>" . escapeHtml($label) . "</strong> added" . ($row['expense_receipt'] ? ' with its receipt' : ''));
}
redirect();
}
if (isset($_POST['edit_expense'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$expense_id = intval($_POST['expense_id'] ?? 0);
if (!expenseSave($_POST, $expense_id, $error)) {
flashAlert($error, 'error');
redirect();
}
$receipt_error = '';
if (!empty($_POST['receipt_remove'])) {
expenseReceiptRemove($expense_id);
} else {
expenseReceiptStore($expense_id, $_FILES['file'] ?? null, $receipt_error);
}
$row = expenseRow($expense_id, false);
$label = expenseLabel($row);
logAudit("Expense", "Edit", "$session_name edited the expense " . escapeSql($label), intval($row['expense_client_id']), $expense_id);
if ($receipt_error) {
flashAlert("Expense <strong>" . escapeHtml($label) . "</strong> saved, but " . lcfirst(escapeHtml($receipt_error)), 'warning');
} else {
flashAlert("Expense <strong>" . escapeHtml($label) . "</strong> saved");
}
redirect();
}
// A receipt added from the expense's quick look
if (isset($_POST['expense_receipt_save'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$row = expenseRow(intval($_POST['expense_id'] ?? 0));
if (!$row || $row['transfer_id']) {
flashAlert('That expense no longer exists', 'error');
redirect();
}
$expense_id = intval($row['expense_id']);
$receipt_error = '';
if (!expenseReceiptStore($expense_id, $_FILES['file'] ?? null, $receipt_error)) {
flashAlert($receipt_error ?: 'Choose the receipt to attach', 'error');
redirect();
}
logAudit("Expense", "Receipt", "$session_name attached a receipt to the expense " . escapeSql(expenseLabel($row)), intval($row['expense_client_id']), $expense_id);
flashAlert("Receipt attached to <strong>" . escapeHtml(expenseLabel($row)) . "</strong>");
redirect();
}
if (isset($_GET['delete_expense'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 3);
$row = expenseDelete(intval($_GET['delete_expense']), $error);
if (!$row) {
flashAlert($error, 'error');
redirect();
}
logAudit("Expense", "Delete", "$session_name deleted the expense " . escapeSql(expenseLabel($row)), intval($row['expense_client_id']));
flashAlert("Expense <strong>" . escapeHtml(expenseLabel($row)) . "</strong> deleted", 'error');
redirect();
}
/*
* Set one thing on the ticked expenses: field = category, account, client
* (0 takes the client off), method ('' clears it) or billable (yes, with
* markup, or no), to value. Expenses already billed on an invoice keep
* their client and stay billed.
*/
if (isset($_POST['bulk_edit_expenses'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$field = (string) ($_POST['field'] ?? '');
$value = trim((string) ($_POST['value'] ?? ''));
$expense_ids = array_unique(array_filter(array_map('intval', (array) ($_POST['expense_ids'] ?? []))));
// What the value is, and that it can be picked
$set = '';
$label = '';
if ($field === 'category') {
$categories = expenseCategories();
if (isset($categories[intval($value)])) {
$set = "expense_category_id = " . intval($value);
$label = "the category to " . $categories[intval($value)]['category_name'];
}
} elseif ($field === 'account') {
$accounts = paymentAccounts();
if (isset($accounts[intval($value)])) {
$set = "expense_account_id = " . intval($value) . ", expense_paid_by = 0";
$label = "the account to " . $accounts[intval($value)]['account_name'];
}
} elseif ($field === 'client') {
$client_name = intval($value) ? getFieldById('clients', intval($value), 'client_name') : '';
if (!intval($value)) {
$set = "expense_client_id = 0";
$label = "no client";
} elseif ($client_name !== null && mysqli_num_rows(mysqli_query($mysqli, "SELECT client_id FROM clients WHERE client_id = " . intval($value) . " " . clientScopeSql('client_id')))) {
$set = "expense_client_id = " . intval($value);
$label = "the client to $client_name";
}
if (!intval($value)) {
$set .= ", expense_billable = 0";
}
} elseif ($field === 'billable') {
$markup = billingNumberInput($_POST['markup'] ?? '');
if ($value === 'no') {
$set = "expense_billable = 0";
$label = "them not to bill on";
} elseif ($value === 'yes' && $markup !== null && $markup >= 0 && $markup <= 1000) {
$set = "expense_billable = 1, expense_markup = $markup";
$label = "them to bill on at " . rtrim(rtrim(number_format($markup, 2, '.', ''), '0'), '.') . "% markup";
} elseif ($value === 'yes') {
flashAlert('The markup is a percent, from 0 to 1000', 'error');
redirect();
}
} elseif ($field === 'method') {
if ($value === '') {
$set = "expense_payment_method = NULL";
$label = "no payment method";
} elseif (in_array($value, paymentMethods(), true)) {
$set = "expense_payment_method = '" . escapeSql($value) . "'";
$label = "the payment method to $value";
}
}
if ($set === '' || !$expense_ids) {
flashAlert($expense_ids ? 'Pick what to set them to' : 'Tick the expenses to change first', 'error');
redirect();
}
$count = 0;
$skipped = 0;
$cleared = 0;
foreach ($expense_ids as $expense_id) {
$row = expenseRow($expense_id);
if (!$row || $row['transfer_id'] || !intval($row['expense_vendor_id'])) {
continue;
}
// Cleared on a reconciled statement - it stays on its account
if ($field === 'account' && !reconcileCheckChange('expense', $expense_id, null, null, intval($value), $cleared_error)) {
$cleared++;
continue;
}
// Billed ones keep their client and stay billed; only a client's expenses can be billed on
if (($row['expense_invoice_id'] && in_array($field, ['client', 'billable'], true))
|| ($row['expense_reimbursement_id'] && $field === 'account')
|| ($field === 'billable' && $value === 'yes' && (!intval($row['expense_client_id']) || floatval($row['expense_amount']) <= 0))) {
$skipped++;
continue;
}
mysqli_query($mysqli, "UPDATE expenses SET $set WHERE expense_id = $expense_id");
logAudit("Expense", "Edit", "$session_name set " . escapeSql($label) . " on the expense " . escapeSql(expenseLabel($row)), intval($row['expense_client_id']), $expense_id);
$count++;
}
logAudit("Expense", "Bulk Edit", "$session_name set " . escapeSql($label) . " on $count expense" . ($count === 1 ? '' : 's'));
flashAlert("Set " . escapeHtml($label) . " on <strong>$count</strong> expense" . ($count === 1 ? '' : 's')
. ($skipped ? " - $skipped left as " . ($skipped === 1 ? 'it was' : 'they were') . ($field === 'billable' && $value === 'yes' ? ' (on an invoice already, or not for a client)' : ($field === 'account' ? ' (paid back to an agent already)' : ' (on an invoice already)')) : '')
. ($cleared ? " - $cleared left on " . ($cleared === 1 ? 'its account (it' : 'their accounts (they') . ' cleared on a reconciled statement)' : ''),
$count && !$cleared ? 'success' : 'warning');
redirect();
}
/*
* Take a billed expense off its invoice - the line comes off and it waits
* to be billed again. Not once the invoice is paid or cancelled.
*/
if (isset($_GET['expense_unbill'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
enforceUserPermission('module_sales', 2);
$expense_id = intval($_GET['expense_unbill']);
$row = expenseRow($expense_id);
$number = $row ? expenseUnbill($expense_id, $error) : '';
if (!$row || $number === '') {
flashAlert($row ? $error : 'That expense no longer exists', 'error');
redirect();
}
logAudit("Expense", "Unbill", "$session_name took the expense " . escapeSql(expenseLabel($row)) . " off invoice " . escapeSql($number), intval($row['expense_client_id']), $expense_id);
if ($row['invoice_status'] !== null) {
billingLog('invoice', intval($row['expense_invoice_id']), $row['invoice_status'], 'Expense taken off by ' . stripslashes($session_name) . ' - ' . expenseLabel($row));
}
flashAlert("Expense <strong>" . escapeHtml(expenseLabel($row)) . "</strong> taken off " . escapeHtml($number) . " - it is to bill again");
redirect();
}
if (isset($_POST['bulk_delete_expenses'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 3);
$count = 0;
$cleared = 0;
foreach (array_unique(array_filter(array_map('intval', (array) ($_POST['expense_ids'] ?? [])))) as $expense_id) {
$row = expenseDelete($expense_id, $delete_error);
if (!$row) {
$cleared += reconcileLock('expense', $expense_id) ? 1 : 0;
continue;
}
logAudit("Expense", "Delete", "$session_name deleted the expense " . escapeSql(expenseLabel($row)), intval($row['expense_client_id']));
$count++;
}
logAudit("Expense", "Bulk Delete", "$session_name deleted $count expense" . ($count === 1 ? '' : 's'));
flashAlert("Deleted <strong>$count</strong> expense" . ($count === 1 ? '' : 's') . ($cleared ? " - $cleared kept, cleared on a reconciled statement" : ''), 'error');
redirect();
}
/*
* Pay an agent back for what they paid personally - the ticked expenses
* (expense_ids[]) of one agent (user_id), from an account, on a date.
*/
if (isset($_POST['expense_reimburse'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 2);
$user_id = intval($_POST['user_id'] ?? 0);
$result = expenseReimburse($user_id, array_unique(array_filter(array_map('intval', (array) ($_POST['expense_ids'] ?? [])))), [
'account_id' => intval($_POST['account'] ?? 0),
'date' => (string) ($_POST['date'] ?? ''),
'payment_method' => (string) ($_POST['payment_method'] ?? ''),
'reference' => (string) ($_POST['reference'] ?? ''),
'by' => stripslashes($session_name),
], $error);
if (!$result) {
flashAlert(escapeHtml($error), 'error');
redirect();
}
flashAlert('<strong>' . escapeHtml($result['user_name']) . '</strong> paid back ' . escapeHtml(billingMoney($result['amount'], $result['currency']))
. ' for ' . ($result['count'] === 1 ? '1 expense' : $result['count'] . ' expenses'));
redirect();
}
/* Undo a reimbursement - its money out of the account goes, and the expenses are to reimburse again. */
if (isset($_GET['expense_reimbursement_delete'])) {
validateCSRFToken();
enforceUserPermission('module_financial', 3);
$row = reimbursementDelete(intval($_GET['expense_reimbursement_delete']), $error);
if (!$row) {
flashAlert(escapeHtml($error), 'error');
redirect();
}
$what = billingMoney($row['reimbursement_amount'], $row['reimbursement_currency_code']) . ' paid back to ' . $row['user_name'] . ' on ' . $row['reimbursement_date'];
logAudit("Expense", "Reimbursement Undo", "$session_name undid the " . escapeSql($what));
flashAlert('Undone: <strong>' . escapeHtml($what) . '</strong> - its expenses are to reimburse again', 'error');
redirect();
}
if (isExportRequest('export_expenses')) {
validateCSRFToken();
// Exports are reads - see CONTRIBUTING.md
enforceUserPermission('module_financial');
$format = resolveExportFormat($_POST['export_expenses']);
// The same filters as the expenses list (functions/expenses.php)
$where = expenseFiltersSql($_POST, $filter_summary);
$sql = mysqli_query($mysqli, "SELECT expenses.*, vendor_name, category_name, account_name, client_name, user_name, invoice_prefix, invoice_number,
(SELECT payer.user_name FROM users AS payer WHERE payer.user_id = expense_paid_by) AS paid_by_name,
(SELECT reimbursement_date FROM reimbursements WHERE reimbursement_id = expense_reimbursement_id) AS reimbursement_date
FROM expenses " . expenseJoinsSql() . "
LEFT JOIN invoices ON invoice_id = expense_invoice_id
WHERE $where
ORDER BY expense_date ASC, expense_id ASC");
$num_rows = mysqli_num_rows($sql);
if ($num_rows > 0) {
guardExportPdfRowCount($format, $num_rows);
$export = beginExport('expenses', $format, "$session_company_name-Expenses", 'Expenses', summarizeExportFilters($filter_summary));
while ($row = mysqli_fetch_assoc($sql)) {
$row['expense_receipt_display'] = $row['expense_receipt'] ? 'Yes' : 'No';
$row['expense_tax_rate'] = intval($row['expense_tax_id']) ? taxLabel(taxRow($row['expense_tax_id'])) : (floatval($row['expense_tax_amount']) != 0 ? 'Other' : '');
$row['expense_before_tax'] = round(floatval($row['expense_amount']) - floatval($row['expense_tax_amount']), 2);
$markup = rtrim(rtrim(number_format(floatval($row['expense_markup']), 2, '.', ''), '0'), '.') . '%';
$row['expense_billing_display'] = $row['expense_invoice_id'] ? "Billed, $markup markup" : (intval($row['expense_billable']) ? "To bill, $markup markup" : '');
$row['expense_billed_on'] = $row['expense_invoice_id'] && $row['invoice_number'] !== null ? $row['invoice_prefix'] . $row['invoice_number'] : '';
$row['expense_paid_by_display'] = intval($row['expense_paid_by']) ? ($row['paid_by_name'] ?: 'An agent') . ($row['reimbursement_date'] ? ', paid back ' . $row['reimbursement_date'] : ', to reimburse') : '';
addExportRow($export, $row);
}
finishExport($export);
}
logAudit("Expense", "Export", "$session_name exported $num_rows expense(s) to a " . strtoupper($format) . " file");
exit;
}