mirror of
https://github.com/itflow-org/itflow
synced 2026-11-11 15:07:24 +00:00
cd7ebc0a5f
Agents restricted from a client could still edit, archive, restore or delete it, run bulk actions on it (edits, tags, archive, email, tickets) and add credits. Every selected client is now checked before anything is written. Expense, trip and recurring expense edits now check the client the record already belongs to, not just the submitted one. Recurring expense delete, revenue edit/delete and task approval handlers gained the same check. Per-client reports and the dashboard payment/ticket lists now hide clients the agent is denied. Company-wide totals are unchanged.
1243 lines
62 KiB
PHP
1243 lines
62 KiB
PHP
<?php
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require_once "includes/inc_all.php";
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// Get current year or the selected year
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$year = isset($_GET['year']) ? intval($_GET['year']) : date('Y');
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// Update user settings based on GET parameters
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if (isset($_GET['enable_financial'])) {
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$enable_financial = intval($_GET['enable_financial']);
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mysqli_query($mysqli, "UPDATE user_settings SET user_config_dashboard_financial_enable = $enable_financial WHERE user_id = $session_user_id");
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}
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if (isset($_GET['enable_technical'])) {
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$enable_technical = intval($_GET['enable_technical']);
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mysqli_query($mysqli, "UPDATE user_settings SET user_config_dashboard_technical_enable = $enable_technical WHERE user_id = $session_user_id");
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}
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// Fetch User Dashboard Settings
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$sql_user_dashboard_settings = mysqli_query($mysqli, "SELECT user_config_dashboard_financial_enable, user_config_dashboard_technical_enable FROM user_settings WHERE user_id = $session_user_id");
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$row = mysqli_fetch_assoc($sql_user_dashboard_settings);
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$user_config_dashboard_financial_enable = intval($row['user_config_dashboard_financial_enable']);
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$user_config_dashboard_technical_enable = intval($row['user_config_dashboard_technical_enable']);
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// Get unique years from expenses, payments, invoices, revenues, tickets, clients, and users
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$sql_years_select = mysqli_query($mysqli, "
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SELECT YEAR(expense_date) AS all_years FROM expenses
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UNION DISTINCT SELECT YEAR(payment_date) FROM payments
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UNION DISTINCT SELECT YEAR(revenue_date) FROM revenues
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UNION DISTINCT SELECT YEAR(invoice_date) FROM invoices
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UNION DISTINCT SELECT YEAR(ticket_created_at) FROM tickets
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UNION DISTINCT SELECT YEAR(client_created_at) FROM clients
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UNION DISTINCT SELECT YEAR(user_created_at) FROM users
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ORDER BY all_years DESC
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");
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?>
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<!-- Responsive chart helpers -->
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<style>
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.chart-h-320 { position: relative; height: 320px; }
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.chart-h-240 { position: relative; height: 240px; }
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/* If you want charts to shrink on very small screens, you can tweak with media queries:
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@media (max-width: 576px) {
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.chart-h-320 { height: 240px; }
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.chart-h-240 { height: 200px; }
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} */
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</style>
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<div class="card card-body mb-3">
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<form class="d-flex flex-wrap align-items-center gap-2">
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<input type="hidden" name="enable_financial" value="0">
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<input type="hidden" name="enable_technical" value="0">
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<label for="year" class="me-sm-2">Select Year:</label>
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<select id="year" onchange="this.form.submit()" class="form-select w-auto me-sm-3" name="year">
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<?php while ($row = mysqli_fetch_assoc($sql_years_select)) {
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$year_select = $row['all_years'];
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if (empty($year_select)) {
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$year_select = date('Y');
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}
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?>
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<option value="<?= $year_select ?>" <?php if ($year == $year_select) { echo "selected"; } ?>>
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<?= $year_select ?>
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</option>
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<?php } ?>
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</select>
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<?php if ($session_user_role == 1 || ($session_user_role == 3 && $config_module_enable_accounting == 1)) { ?>
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<div class="form-check form-switch me-3">
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<input type="checkbox" onchange="this.form.submit()" class="form-check-input" id="customSwitch1" name="enable_financial" value="1" <?php if ($user_config_dashboard_financial_enable == 1) { echo "checked"; } ?>>
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<label class="form-check-label" for="customSwitch1">Financial</label>
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</div>
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<?php } ?>
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<?php if ($session_user_role >= 2 && $config_module_enable_ticketing == 1) { ?>
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<div class="form-check form-switch">
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<input type="checkbox" onchange="this.form.submit()" class="form-check-input" id="customSwitch2" name="enable_technical" value="1" <?php if ($user_config_dashboard_technical_enable == 1) { echo "checked"; } ?>>
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<label class="form-check-label" for="customSwitch2">Technical</label>
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</div>
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<?php } ?>
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</form>
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</div>
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<?php
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if ($user_config_dashboard_financial_enable == 1) {
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// Fetch financial data for the dashboard
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// Define variables to avoid errors in logs
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$largest_income_month = 0;
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$sql_total_payments_to_invoices = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS total_payments_to_invoices FROM payments WHERE YEAR(payment_date) = $year");
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$row = mysqli_fetch_assoc($sql_total_payments_to_invoices);
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$total_payments_to_invoices = floatval($row['total_payments_to_invoices']);
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$sql_total_revenues = mysqli_query($mysqli, "SELECT SUM(revenue_amount) AS total_revenues FROM revenues WHERE YEAR(revenue_date) = $year AND revenue_category_id > 0");
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$row = mysqli_fetch_assoc($sql_total_revenues);
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$total_revenues = floatval($row['total_revenues']);
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$total_income = $total_payments_to_invoices + $total_revenues;
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$sql_total_expenses = mysqli_query($mysqli, "SELECT SUM(expense_amount) AS total_expenses FROM expenses WHERE expense_vendor_id > 0 AND YEAR(expense_date) = $year");
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$row = mysqli_fetch_assoc($sql_total_expenses);
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$total_expenses = floatval($row['total_expenses']);
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$sql_invoice_totals = mysqli_query($mysqli, "SELECT SUM(invoice_amount) AS invoice_totals FROM invoices WHERE invoice_status != 'Draft' AND invoice_status != 'Cancelled' AND invoice_status != 'Non-Billable' AND YEAR(invoice_date) = $year");
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$row = mysqli_fetch_assoc($sql_invoice_totals);
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$invoice_totals = floatval($row['invoice_totals']);
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$sql_total_payments_to_invoices_all_years = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS total_payments_to_invoices_all_years FROM payments");
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$row = mysqli_fetch_assoc($sql_total_payments_to_invoices_all_years);
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$total_payments_to_invoices_all_years = floatval($row['total_payments_to_invoices_all_years']);
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$sql_invoice_totals_all_years = mysqli_query($mysqli, "SELECT SUM(invoice_amount) AS invoice_totals_all_years FROM invoices WHERE invoice_status != 'Draft' AND invoice_status != 'Cancelled' AND invoice_status != 'Non-Billable'");
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$row = mysqli_fetch_assoc($sql_invoice_totals_all_years);
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$invoice_totals_all_years = floatval($row['invoice_totals_all_years']);
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$receivables = $invoice_totals_all_years - $total_payments_to_invoices_all_years;
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$profit = $total_income - $total_expenses;
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$sql_accounts = mysqli_query($mysqli, "SELECT account_id, account_name, opening_balance FROM accounts WHERE account_archived_at IS NULL ORDER BY account_name ASC");
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$sql_latest_invoice_payments = mysqli_query($mysqli, "
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SELECT client_name, invoice_number, invoice_prefix, payment_amount, payment_date FROM payments
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JOIN invoices ON payment_invoice_id = invoice_id
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JOIN clients ON invoice_client_id = client_id
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WHERE 1=1 " . clientScopeSql('invoice_client_id') . "
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ORDER BY payment_id DESC LIMIT 5
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");
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$sql_latest_expenses = mysqli_query($mysqli, "
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SELECT category_name, expense_amount, expense_date, vendor_name FROM expenses
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JOIN vendors ON expense_vendor_id = vendor_id
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JOIN categories ON expense_category_id = category_id
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ORDER BY expense_id DESC LIMIT 5
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");
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// Get recurring invoice totals
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$sql_recurring_yearly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_yearly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'year' AND YEAR(recurring_invoice_created_at) <= $year");
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$row = mysqli_fetch_assoc($sql_recurring_yearly_total);
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$recurring_yearly_total = floatval($row['recurring_yearly_total']);
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$sql_recurring_monthly_total = mysqli_query($mysqli, "SELECT SUM(recurring_invoice_amount) AS recurring_monthly_total FROM recurring_invoices WHERE recurring_invoice_status = 1 AND recurring_invoice_frequency = 'month' AND YEAR(recurring_invoice_created_at) <= $year");
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$row = mysqli_fetch_assoc($sql_recurring_monthly_total);
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$recurring_monthly_total = floatval($row['recurring_monthly_total']) + ($recurring_yearly_total / 12);
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// Recurring expenses totals
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$sql_recurring_expense_yearly_total = mysqli_query($mysqli, "SELECT SUM(recurring_expense_amount) AS recurring_expense_yearly_total FROM recurring_expenses WHERE recurring_expense_status = 1 AND recurring_expense_frequency = 2 AND YEAR(recurring_expense_created_at) <= $year");
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$row = mysqli_fetch_assoc($sql_recurring_expense_yearly_total);
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$recurring_expense_yearly_total = floatval($row['recurring_expense_yearly_total']);
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$sql_recurring_expense_monthly_total = mysqli_query($mysqli, "SELECT SUM(recurring_expense_amount) AS recurring_expense_monthly_total FROM recurring_expenses WHERE recurring_expense_status = 1 AND recurring_expense_frequency = 1 AND YEAR(recurring_expense_created_at) <= $year");
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$row = mysqli_fetch_assoc($sql_recurring_expense_monthly_total);
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$recurring_expense_monthly_total = floatval($row['recurring_expense_monthly_total']) + ($recurring_expense_yearly_total / 12);
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// Get miles driven
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$sql_miles_driven = mysqli_query($mysqli, "SELECT SUM(trip_miles) AS total_miles FROM trips WHERE YEAR(trip_date) = $year");
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$row = mysqli_fetch_assoc($sql_miles_driven);
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$total_miles = floatval($row['total_miles']);
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if ($config_module_enable_ticketing && $config_module_enable_accounting) {
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$sql_unbilled_tickets = mysqli_query($mysqli, "SELECT COUNT(ticket_id) AS unbilled_tickets FROM tickets WHERE ticket_closed_at IS NOT NULL AND ticket_billable = 1 AND ticket_invoice_id = 0 AND YEAR(ticket_created_at) = $year");
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$row = mysqli_fetch_assoc($sql_unbilled_tickets);
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$unbilled_tickets = intval($row['unbilled_tickets']);
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} else {
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$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(recurring_invoice_id) AS recurring_invoices_added FROM recurring_invoices WHERE YEAR(recurring_invoice_created_at) = $year"));
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$recurring_invoices_added = intval($row['recurring_invoices_added']);
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}
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$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(client_id) AS clients_added FROM clients WHERE YEAR(client_created_at) = $year AND client_lead = 0 AND client_archived_at IS NULL"));
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$clients_added = intval($row['clients_added']);
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$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(client_id) AS leads_added FROM clients WHERE YEAR(client_created_at) = $year AND client_lead = 1 AND client_archived_at IS NULL"));
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$leads_added = intval($row['leads_added']);
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$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(vendor_id) AS vendors_added FROM vendors WHERE YEAR(vendor_created_at) = $year AND vendor_client_id = 0 AND vendor_archived_at IS NULL"));
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$vendors_added = intval($row['vendors_added']);
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?>
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<div class="card card-body mb-3">
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<!-- Icon Cards-->
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<div class="row">
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<div class="col-lg-4 col-md-6 col-sm-12">
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<!-- small box -->
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<a class="small-box bg-blue text-white" href="income.php?dtf=<?= $year ?>-01-01&dtt=<?= $year ?>-12-31">
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<div class="inner">
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<h3><?= numfmt_format_currency($currency_format, $total_income, "$session_company_currency") ?></h3>
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<p>Income</p>
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<hr>
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<small>Receivables: <?= numfmt_format_currency($currency_format, $receivables, "$session_company_currency") ?></small>
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</div>
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<div class="icon">
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<i class="fa fa-hand-holding-usd"></i>
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</div>
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</a>
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</div>
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<!-- ./col -->
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<div class="col-lg-4 col-md-6 col-sm-12">
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<!-- small box -->
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<a class="small-box bg-danger" href="expenses.php?dtf=<?= $year ?>-01-01&dtt=<?= $year ?>-12-31">
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<div class="inner">
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<h3><?= numfmt_format_currency($currency_format, $total_expenses, "$session_company_currency") ?></h3>
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<p>Expenses</p>
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</div>
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<div class="icon">
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<i class="fa fa-shopping-cart"></i>
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</div>
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</a>
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</div>
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<!-- ./col -->
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<div class="col-lg-4 col-md-6 col-sm-12">
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<!-- small box -->
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<a class="small-box bg-success" href="reports/profit_loss.php">
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<div class="inner">
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<h3><?= numfmt_format_currency($currency_format, $profit, "$session_company_currency") ?></h3>
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<p>Profit</p>
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</div>
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<div class="icon">
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<i class="fa fa-balance-scale"></i>
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</div>
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</a>
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</div>
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<!-- ./col -->
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<div class="col-lg-6 col-md-6 col-sm-12">
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<!-- small box -->
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<a class="small-box bg-info text-white" href="reports/recurring_by_client.php">
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<div class="inner">
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<h3><?= numfmt_format_currency($currency_format, $recurring_monthly_total, "$session_company_currency") ?></h3>
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<p>Monthly Recurring Income</p>
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</div>
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<div class="icon">
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<i class="fa fa-sync-alt"></i>
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</div>
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</a>
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</div>
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<!-- ./col -->
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<div class="col-lg-6 col-md-6 col-sm-12">
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<!-- small box -->
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<a class="small-box bg-pink text-white" href="recurring_expenses.php">
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<div class="inner">
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<h3><?= numfmt_format_currency($currency_format, $recurring_expense_monthly_total, "$session_company_currency") ?></h3>
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<p>Monthly Recurring Expense</p>
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</div>
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<div class="icon">
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<i class="fa fa-clock"></i>
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</div>
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</a>
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</div>
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<!-- ./col -->
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<?php if ($config_module_enable_ticketing && $config_module_enable_accounting) { ?>
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<div class="col-lg-2 col-md-6 col-sm-12">
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<!-- small box -->
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<a class="small-box bg-secondary" href="reports/tickets_unbilled.php">
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<div class="inner">
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<h3><?= $unbilled_tickets ?></h3>
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<p>Unbilled Ticket<?php if ($unbilled_tickets > 1 || $unbilled_tickets == 0) { echo "s"; } ?></p>
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</div>
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<div class="icon">
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<i class="fa fa-ticket-alt"></i>
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</div>
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</a>
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</div>
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<?php } else { ?>
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<div class="col-lg-3 col-md-6 col-sm-12">
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<!-- small box -->
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<a class="small-box bg-secondary" href="recurring_invoices.php?dtf=<?= $year ?>-01-01&dtt=<?= $year ?>-12-31">
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<div class="inner">
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<h3><?= $recurring_invoices_added ?></h3>
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<p>Recurring Invoices Added</p>
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</div>
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<div class="icon">
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<i class="fa fa-file-invoice"></i>
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</div>
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</a>
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</div>
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<?php } ?>
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<div class="col-lg-2 col-6">
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<!-- small box -->
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<a class="small-box bg-secondary" href="clients.php?leads=1&dtf=<?= $year ?>-01-01&dtt=<?= $year ?>-12-31">
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<div class="inner">
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<h3><?= $leads_added ?></h3>
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<p>New Leads</p>
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</div>
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<div class="icon">
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<i class="fa fa-users"></i>
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</div>
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</a>
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</div>
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<!-- ./col -->
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<div class="col-lg-2 col-6">
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<!-- small box -->
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<a class="small-box bg-secondary" href="clients.php?dtf=<?= $year ?>-01-01&dtt=<?= $year ?>-12-31">
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<div class="inner">
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<h3><?= $clients_added ?></h3>
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<p>New Clients</p>
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</div>
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<div class="icon">
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<i class="fa fa-users"></i>
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</div>
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</a>
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</div>
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<!-- ./col -->
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<div class="col-lg-2 col-6">
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<!-- small box -->
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<a class="small-box bg-secondary" href="vendors.php?dtf=<?= $year ?>-01-01&dtt=<?= $year ?>-12-31">
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<div class="inner">
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<h3><?= $vendors_added ?></h3>
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<p>New Vendors</p>
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</div>
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<div class="icon">
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<i class="fa fa-building"></i>
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</div>
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</a>
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</div>
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<!-- ./col -->
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<div class="col-lg-3 col-md-6 col-sm-12">
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<!-- small box -->
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|
<a class="small-box bg-secondary" href="trips.php?dtf=<?= $year ?>-01-01&dtt=<?= $year ?>-12-31">
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|
<div class="inner">
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<h3><?= number_format($total_miles, 2) ?></h3>
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<p>Miles Traveled</p>
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</div>
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<div class="icon">
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<i class="fa fa-route"></i>
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</div>
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</a>
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</div>
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<!-- ./col -->
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<div class="col-md-12">
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<div class="card card-dark mb-3">
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<div class="card-header">
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<h3 class="card-title"><i class="fas fa-fw fa-chart-area me-2"></i>Cash Flow</h3>
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<div class="card-tools">
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<a href="reports/income_summary.php" class="btn btn-tool">
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<i class="fas fa-eye"></i>
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</a>
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<button type="button" class="btn btn-tool" data-lte-toggle="card-remove">
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<i class="fas fa-times"></i>
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</button>
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</div>
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</div>
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<div class="card-body">
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<div class="chart-h-320">
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<canvas id="cashFlow"></canvas>
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</div>
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</div>
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</div>
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</div>
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<div class="col-lg-4">
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<div class="card card-dark mb-3">
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<div class="card-header">
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<h3 class="card-title"><i class="fas fa-fw fa-chart-pie me-2"></i>Income by Category <small>(Top 5)</small></h3>
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<div class="card-tools">
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<button type="button" class="btn btn-tool" data-lte-toggle="card-remove">
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|
<i class="fas fa-times"></i>
|
|
</button>
|
|
</div>
|
|
</div>
|
|
<div class="card-body">
|
|
<div class="chart-h-240">
|
|
<canvas id="incomeByCategoryPieChart"></canvas>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="col-lg-4">
|
|
<div class="card card-dark mb-3">
|
|
<div class="card-header">
|
|
<h3 class="card-title"><i class="fa fa-fw fa-shopping-cart me-2"></i>Expenses by Category <small>(Top 5)</small></h3>
|
|
<div class="card-tools">
|
|
<button type="button" class="btn btn-tool" data-lte-toggle="card-remove">
|
|
<i class="fas fa-times"></i>
|
|
</button>
|
|
</div>
|
|
</div>
|
|
<div class="card-body">
|
|
<div class="chart-h-240">
|
|
<canvas id="expenseByCategoryPieChart"></canvas>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="col-lg-4">
|
|
<div class="card card-dark mb-3">
|
|
<div class="card-header">
|
|
<h3 class="card-title"><i class="fa fa-fw fa-building me-2"></i>Expenses by Vendor <small>(Top 5)</small></h3>
|
|
<div class="card-tools">
|
|
<button type="button" class="btn btn-tool" data-lte-toggle="card-remove">
|
|
<i class="fas fa-times"></i>
|
|
</button>
|
|
</div>
|
|
</div>
|
|
<div class="card-body">
|
|
<div class="chart-h-240">
|
|
<canvas id="expenseByVendorPieChart"></canvas>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="col-md-4">
|
|
<div class="card card-dark mb-3">
|
|
<div class="card-header">
|
|
<h3 class="card-title"><i class="fa fa-fw fa-piggy-bank me-2"></i>Account Balances</h3>
|
|
<div class="card-tools">
|
|
<button type="button" class="btn btn-tool" data-lte-toggle="card-remove">
|
|
<i class="fas fa-times"></i>
|
|
</button>
|
|
</div>
|
|
</div>
|
|
<div class="table-responsive">
|
|
<table class="table">
|
|
<tbody>
|
|
<?php while ($row = mysqli_fetch_assoc($sql_accounts)) {
|
|
$account_id = intval($row['account_id']);
|
|
$account_name = escapeHtml($row['account_name']);
|
|
$opening_balance = floatval($row['opening_balance']);
|
|
?>
|
|
<tr>
|
|
<td><?= $account_name ?></td>
|
|
<?php
|
|
$sql_payments = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS total_payments FROM payments WHERE payment_account_id = $account_id");
|
|
$row = mysqli_fetch_assoc($sql_payments);
|
|
$total_payments = floatval($row['total_payments']);
|
|
|
|
$sql_revenues = mysqli_query($mysqli, "SELECT SUM(revenue_amount) AS total_revenues FROM revenues WHERE revenue_account_id = $account_id");
|
|
$row = mysqli_fetch_assoc($sql_revenues);
|
|
$total_revenues = floatval($row['total_revenues']);
|
|
|
|
$sql_expenses = mysqli_query($mysqli, "SELECT SUM(expense_amount) AS total_expenses FROM expenses WHERE expense_account_id = $account_id");
|
|
$row = mysqli_fetch_assoc($sql_expenses);
|
|
$total_expenses = floatval($row['total_expenses']);
|
|
|
|
$balance = $opening_balance + $total_payments + $total_revenues - $total_expenses;
|
|
|
|
if ($balance == '') {
|
|
$balance = '0.00';
|
|
}
|
|
?>
|
|
<td class="text-end font-monospace"><?= numfmt_format_currency($currency_format, $balance, "$session_company_currency") ?></td>
|
|
</tr>
|
|
<?php } ?>
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
</div> <!-- .col -->
|
|
|
|
<div class="col-md-4">
|
|
<div class="card card-dark mb-3">
|
|
<div class="card-header">
|
|
<h3 class="card-title"><i class="fas fa-fw fa-credit-card me-2"></i>Latest Income</h3>
|
|
<div class="card-tools">
|
|
<button type="button" class="btn btn-tool" data-lte-toggle="card-remove">
|
|
<i class="fas fa-times"></i>
|
|
</button>
|
|
</div>
|
|
</div>
|
|
<div class="table-responsive">
|
|
<table class="table table-borderless table-sm">
|
|
<thead>
|
|
<tr>
|
|
<th>Date</th>
|
|
<th>Customer</th>
|
|
<th>Invoice</th>
|
|
<th class="text-end">Amount</th>
|
|
</tr>
|
|
</thead>
|
|
<tbody>
|
|
<?php while ($row = mysqli_fetch_assoc($sql_latest_invoice_payments)) {
|
|
$payment_date = escapeHtml($row['payment_date']);
|
|
$payment_amount = floatval($row['payment_amount']);
|
|
$invoice_prefix = escapeHtml($row['invoice_prefix']);
|
|
$invoice_number = intval($row['invoice_number']);
|
|
$client_name = escapeHtml($row['client_name']);
|
|
?>
|
|
<tr>
|
|
<td><?= $payment_date ?></td>
|
|
<td><?= $client_name ?></td>
|
|
<td><?= "$invoice_prefix$invoice_number" ?></td>
|
|
<td class="text-end font-monospace"><?= numfmt_format_currency($currency_format, $payment_amount, "$session_company_currency") ?></td>
|
|
</tr>
|
|
<?php } ?>
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
</div> <!-- .col -->
|
|
|
|
<div class="col-md-4">
|
|
<div class="card card-dark mb-3">
|
|
<div class="card-header">
|
|
<h3 class="card-title"><i class="fas fa-fw fa-shopping-cart me-2"></i>Latest Expenses</h3>
|
|
<div class="card-tools">
|
|
<button type="button" class="btn btn-tool" data-lte-toggle="card-remove">
|
|
<i class="fas fa-times"></i>
|
|
</button>
|
|
</div>
|
|
</div>
|
|
<div class="table-responsive">
|
|
<table class="table table-sm table-borderless">
|
|
<thead>
|
|
<tr>
|
|
<th>Date</th>
|
|
<th>Vendor</th>
|
|
<th>Category</th>
|
|
<th class="text-end">Amount</th>
|
|
</tr>
|
|
</thead>
|
|
<tbody>
|
|
<?php while ($row = mysqli_fetch_assoc($sql_latest_expenses)) {
|
|
$expense_date = escapeHtml($row['expense_date']);
|
|
$expense_amount = floatval($row['expense_amount']);
|
|
$vendor_name = escapeHtml($row['vendor_name']);
|
|
$category_name = escapeHtml($row['category_name']);
|
|
?>
|
|
<tr>
|
|
<td><?= $expense_date ?></td>
|
|
<td><?= $vendor_name ?></td>
|
|
<td><?= $category_name ?></td>
|
|
<td class="text-end font-monospace"><?= numfmt_format_currency($currency_format, $expense_amount, "$session_company_currency") ?></td>
|
|
</tr>
|
|
<?php } ?>
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
</div> <!-- .col -->
|
|
|
|
<div class="col-md-12">
|
|
<div class="card card-dark mb-3">
|
|
<div class="card-header">
|
|
<h3 class="card-title"><i class="fas fa-fw fa-route me-2"></i>Trip Flow</h3>
|
|
<div class="card-tools">
|
|
<a href="trips.php" class="btn btn-tool">
|
|
<i class="fas fa-eye"></i>
|
|
</a>
|
|
<button type="button" class="btn btn-tool" data-lte-toggle="card-remove">
|
|
<i class="fas fa-times"></i>
|
|
</button>
|
|
</div>
|
|
</div>
|
|
<div class="card-body">
|
|
<div class="chart-h-320">
|
|
<canvas id="tripFlow"></canvas>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div> <!-- row -->
|
|
</div> <!-- card -->
|
|
|
|
<?php } ?>
|
|
|
|
<!-- Technical Dashboard -->
|
|
|
|
<?php
|
|
if ($user_config_dashboard_technical_enable == 1) {
|
|
|
|
// Fetch technical data for the dashboard
|
|
$sql_clients = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(client_id) AS clients_added FROM clients WHERE YEAR(client_created_at) = $year"));
|
|
$clients_added = $sql_clients['clients_added'];
|
|
|
|
$sql_contacts = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(contact_id) AS contacts_added FROM contacts WHERE YEAR(contact_created_at) = $year"));
|
|
$contacts_added = $sql_contacts['contacts_added'];
|
|
|
|
$sql_assets = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(asset_id) AS assets_added FROM assets WHERE YEAR(asset_created_at) = $year"));
|
|
$assets_added = $sql_assets['assets_added'];
|
|
|
|
$sql_tickets = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(ticket_id) AS active_tickets FROM tickets WHERE ticket_closed_at IS NULL"));
|
|
$active_tickets = $sql_tickets['active_tickets'];
|
|
|
|
$sql_your_tickets = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(ticket_id) AS your_tickets FROM tickets WHERE ticket_closed_at IS NULL AND ticket_assigned_to = $session_user_id"));
|
|
$your_tickets = $sql_your_tickets['your_tickets'];
|
|
|
|
$sql_domains_expiring = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(domain_id) AS expiring_domains FROM domains WHERE domain_expire IS NOT NULL AND domain_expire > CURRENT_DATE AND domain_expire < CURRENT_DATE + INTERVAL 30 DAY AND domain_archived_at IS NULL"));
|
|
$expiring_domains = $sql_domains_expiring['expiring_domains'];
|
|
|
|
$sql_certs_expiring = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(certificate_id) AS expiring_certs FROM certificates WHERE certificate_expire IS NOT NULL AND certificate_expire > CURRENT_DATE AND certificate_expire < CURRENT_DATE + INTERVAL 30 DAY AND certificate_archived_at IS NULL"));
|
|
$expiring_certificates = $sql_certs_expiring['expiring_certs'];
|
|
|
|
$sql_licenses_expiring = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(software_id) AS expiring_licenses FROM software WHERE software_expire IS NOT NULL AND software_expire > CURRENT_DATE AND software_expire < CURRENT_DATE + INTERVAL 30 DAY AND software_archived_at IS NULL"));
|
|
$expiring_licenses = $sql_licenses_expiring['expiring_licenses'];
|
|
|
|
$sql_licenses_expiring = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(software_id) AS expiring_licenses FROM software WHERE software_expire IS NOT NULL AND software_expire > CURRENT_DATE AND software_expire < CURRENT_DATE + INTERVAL 30 DAY AND software_archived_at IS NULL"));
|
|
$expiring_licenses = $sql_licenses_expiring['expiring_licenses'];
|
|
|
|
$sql_asset_warranty_expiring = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT COUNT(asset_id) AS expiring_asset_warranties FROM assets WHERE asset_warranty_expire IS NOT NULL AND asset_warranty_expire > CURRENT_DATE AND asset_warranty_expire < CURRENT_DATE + INTERVAL 30 DAY AND asset_archived_at IS NULL"));
|
|
$expiring_asset_warranties = $sql_asset_warranty_expiring['expiring_asset_warranties'];
|
|
|
|
$sql_your_tickets = mysqli_query($mysqli, "
|
|
SELECT client_name, contact_name, ticket_client_id, ticket_contact_id, ticket_created_at,
|
|
ticket_id, ticket_number, ticket_prefix, ticket_priority, ticket_status,
|
|
ticket_status_color, ticket_status_name, ticket_subject, ticket_updated_at FROM tickets
|
|
LEFT JOIN ticket_statuses ON ticket_status = ticket_status_id
|
|
LEFT JOIN clients ON ticket_client_id = client_id
|
|
LEFT JOIN contacts ON ticket_contact_id = contact_id
|
|
WHERE ticket_assigned_to = $session_user_id
|
|
AND ticket_closed_at IS NULL
|
|
" . clientScopeSql('ticket_client_id') . "
|
|
ORDER BY ticket_number DESC
|
|
");
|
|
?>
|
|
|
|
<div class="card card-body">
|
|
<!-- Icon Cards-->
|
|
<div class="row">
|
|
<div class="col-lg-3 col-6">
|
|
<!-- small box -->
|
|
<a class="small-box bg-secondary" href="clients.php?dtf=<?= $year ?>-01-01&dtt=<?= $year ?>-12-31">
|
|
<div class="inner">
|
|
<h3><?= $clients_added ?></h3>
|
|
<p>New Clients</p>
|
|
</div>
|
|
<div class="icon">
|
|
<i class="fa fa-users"></i>
|
|
</div>
|
|
</a>
|
|
</div>
|
|
<!-- ./col -->
|
|
|
|
<div class="col-lg-3 col-6">
|
|
<a class="small-box bg-success" href="contacts.php">
|
|
<div class="inner">
|
|
<h3><?= $contacts_added ?></h3>
|
|
<p>New Contacts</p>
|
|
</div>
|
|
<div class="icon">
|
|
<i class="fa fa-user"></i>
|
|
</div>
|
|
</a>
|
|
</div>
|
|
<!-- ./col -->
|
|
|
|
<div class="col-lg-3 col-6">
|
|
<a class="small-box bg-info" href="assets.php">
|
|
<div class="inner">
|
|
<h3><?= $assets_added ?></h3>
|
|
<p>New Assets</p>
|
|
</div>
|
|
<div class="icon">
|
|
<i class="fa fa-desktop"></i>
|
|
</div>
|
|
</a>
|
|
</div>
|
|
<!-- ./col -->
|
|
|
|
<div class="col-lg-3 col-6">
|
|
<a class="small-box bg-danger" href="tickets.php">
|
|
<div class="inner">
|
|
<h3><?= $active_tickets ?></h3>
|
|
<p>Active Tickets</p>
|
|
</div>
|
|
<div class="icon">
|
|
<i class="fa fa-ticket-alt"></i>
|
|
</div>
|
|
</a>
|
|
</div>
|
|
<!-- ./col -->
|
|
|
|
<div class="col-lg-3 col-6">
|
|
<a class="small-box bg-warning" href="domains.php?expire_days=30&sort=domain_expire&order=ASC">
|
|
<div class="inner">
|
|
<h3><?= $expiring_domains ?></h3>
|
|
<p>Expiring Domains <small>30 Day</small></p>
|
|
</div>
|
|
<div class="icon">
|
|
<i class="fa fa-globe"></i>
|
|
</div>
|
|
</a>
|
|
</div>
|
|
<!-- ./col -->
|
|
|
|
<div class="col-lg-3 col-6">
|
|
<a class="small-box bg-primary" href="certificates.php?expire_days=30&sort=certificate_expire&order=ASC">
|
|
<div class="inner">
|
|
<h3><?= $expiring_certificates ?></h3>
|
|
<p>Expiring Certificates<small>30 Day</small></p>
|
|
</div>
|
|
<div class="icon">
|
|
<i class="fa fa-lock"></i>
|
|
</div>
|
|
</a>
|
|
</div>
|
|
<!-- ./col -->
|
|
|
|
<div class="col-lg-3 col-6">
|
|
<a class="small-box bg-purple" href="software.php?expire_days=30&sort=software_expire&order=ASC">
|
|
<div class="inner">
|
|
<h3><?= $expiring_licenses ?></h3>
|
|
<p>Expiring Licenses<small>30 Day</small></p>
|
|
</div>
|
|
<div class="icon">
|
|
<i class="fa fa-cube"></i>
|
|
</div>
|
|
</a>
|
|
</div>
|
|
<!-- ./col -->
|
|
|
|
<div class="col-lg-3 col-6">
|
|
<a class="small-box bg-olive" href="assets.php?expire_days=30&sort=asset_warranty_expire&order=ASC&show_column[]=Warranty_Expire">
|
|
<div class="inner">
|
|
<h3><?= $expiring_asset_warranties ?></h3>
|
|
<p>Expiring Asset Warranties<small>30 Day</small></p>
|
|
</div>
|
|
<div class="icon">
|
|
<i class="fa fa-desktop"></i>
|
|
</div>
|
|
</a>
|
|
</div>
|
|
<!-- ./col -->
|
|
</div> <!-- row -->
|
|
|
|
<?php if ($your_tickets) { ?>
|
|
<div class="row">
|
|
<div class="col-12">
|
|
<div class="card card-dark mb-3">
|
|
<div class="card-header">
|
|
<h3 class="card-title"><i class="fa fa-fw fa-life-ring me-2"></i>Your Open Tickets</h3>
|
|
<div class="card-tools">
|
|
<button type="button" class="btn btn-tool" data-lte-toggle="card-remove">
|
|
<i class="fas fa-times"></i>
|
|
</button>
|
|
</div>
|
|
</div>
|
|
<div class="table-responsive-sm">
|
|
<table class="table table-sm">
|
|
<thead>
|
|
<tr>
|
|
<th>Number</th>
|
|
<th>Subject</th>
|
|
<th>Client</th>
|
|
<th>Contact</th>
|
|
<th>Priority</th>
|
|
<th>Status</th>
|
|
<th>Last Response</th>
|
|
</tr>
|
|
</thead>
|
|
<tbody>
|
|
<?php while ($row = mysqli_fetch_assoc($sql_your_tickets)) {
|
|
$ticket_id = intval($row['ticket_id']);
|
|
$ticket_prefix = escapeHtml($row['ticket_prefix']);
|
|
$ticket_number = intval($row['ticket_number']);
|
|
$ticket_subject = escapeHtml($row['ticket_subject']);
|
|
$ticket_priority = escapeHtml($row['ticket_priority']);
|
|
$ticket_status_id = intval($row['ticket_status']);
|
|
$ticket_status_name = escapeHtml($row['ticket_status_name']);
|
|
$ticket_status_color = escapeHtml($row['ticket_status_color']);
|
|
$ticket_created_at = escapeHtml($row['ticket_created_at']);
|
|
$ticket_created_at_time_ago = timeAgo($row['ticket_created_at']);
|
|
$ticket_updated_at = escapeHtml($row['ticket_updated_at']);
|
|
$ticket_updated_at_time_ago = timeAgo($row['ticket_updated_at']);
|
|
|
|
$ticket_updated_at_display = empty($ticket_updated_at) ? (empty($ticket_closed_at) ? "<p class='text-danger'>Never</p>" : "<p>Never</p>") : $ticket_updated_at_time_ago;
|
|
|
|
$client_id = intval($row['ticket_client_id']);
|
|
$client_name = escapeHtml($row['client_name']);
|
|
$contact_id = intval($row['ticket_contact_id']);
|
|
$contact_name = escapeHtml($row['contact_name']);
|
|
if ($client_id) {
|
|
$has_client = "&client_id=$client_id";
|
|
} else {
|
|
$has_client = "";
|
|
}
|
|
|
|
$ticket_priority_color = $ticket_priority == "Urgent" ? "dark" : ($ticket_priority == "High" ? "danger" : ($ticket_priority == "Medium" ? "warning" : "info"));
|
|
$contact_display = empty($contact_name) ? "-" : "<a href='contact.php?client_id=$client_id&contact_id=$contact_id'>$contact_name</a>";
|
|
?>
|
|
<tr class="<?= empty($ticket_updated_at) ? 'text-bold' : '' ?>">
|
|
<td>
|
|
<a class="text-dark"
|
|
href="ticket.php?ticket_id=<?= "$ticket_id$has_client" ?>"><?= "$ticket_prefix$ticket_number" ?>
|
|
</a>
|
|
</td>
|
|
<td><a href="ticket.php?ticket_id=<?= "$ticket_id$has_client" ?>"><?= $ticket_subject ?></a></td>
|
|
<td><a href="tickets.php?client_id=<?= $client_id ?>"><strong><?= $client_name ?></strong></a></td>
|
|
<td><?= $contact_display ?></td>
|
|
<td><span class='p-2 badge rounded-pill text-bg-<?= $ticket_priority_color ?>'><?= $ticket_priority ?></span></td>
|
|
<td><span class='badge rounded-pill text-light p-2' style="background-color: <?= $ticket_status_color ?>"><?= $ticket_status_name ?></span></td>
|
|
<td><?= $ticket_updated_at_display ?></td>
|
|
</tr>
|
|
<?php } ?>
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<?php } ?>
|
|
</div> <!-- card -->
|
|
|
|
<?php } ?>
|
|
|
|
<?php require_once "../includes/footer.php"; ?>
|
|
|
|
<?php if ($user_config_dashboard_financial_enable == 1) { ?>
|
|
|
|
<script>
|
|
// Bootstrap-like defaults for Chart.js v4
|
|
var itflowChart = itflowChartDefaults();
|
|
|
|
// CASH FLOW
|
|
(function () {
|
|
var ctx = document.getElementById("cashFlow");
|
|
if (!ctx) return;
|
|
|
|
var myLineChart = new Chart(ctx, {
|
|
type: 'line',
|
|
data: {
|
|
labels: ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"],
|
|
datasets: [
|
|
{
|
|
label: "Income",
|
|
fill: false,
|
|
borderColor: "#007bff",
|
|
pointBackgroundColor: "#007bff",
|
|
pointBorderColor: "#007bff",
|
|
pointHoverRadius: 5,
|
|
pointHoverBackgroundColor: "#007bff",
|
|
pointBorderWidth: 2,
|
|
data: [
|
|
<?php
|
|
for ($month = 1; $month <= 12; $month++) {
|
|
$sql_payments = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS payment_amount_for_month FROM payments, invoices WHERE payment_invoice_id = invoice_id AND YEAR(payment_date) = $year AND MONTH(payment_date) = $month");
|
|
$row = mysqli_fetch_assoc($sql_payments);
|
|
$payments_for_month = floatval($row['payment_amount_for_month']);
|
|
|
|
$sql_revenues = mysqli_query($mysqli, "SELECT SUM(revenue_amount) AS revenue_amount_for_month FROM revenues WHERE revenue_category_id > 0 AND YEAR(revenue_date) = $year AND MONTH(revenue_date) = $month");
|
|
$row = mysqli_fetch_assoc($sql_revenues);
|
|
$revenues_for_month = floatval($row['revenue_amount_for_month']);
|
|
|
|
$income_for_month = $payments_for_month + $revenues_for_month;
|
|
|
|
if ($income_for_month > 0 && $income_for_month > $largest_income_month) {
|
|
$largest_income_month = $income_for_month;
|
|
}
|
|
echo "$income_for_month,";
|
|
}
|
|
?>
|
|
],
|
|
},
|
|
{
|
|
label: "LY Income",
|
|
fill: false,
|
|
borderColor: "#9932CC",
|
|
pointBackgroundColor: "#9932CC",
|
|
pointBorderColor: "#9932CC",
|
|
pointHoverRadius: 5,
|
|
pointHoverBackgroundColor: "#9932CC",
|
|
pointBorderWidth: 2,
|
|
data: [
|
|
<?php
|
|
for ($month = 1; $month <= 12; $month++) {
|
|
$sql_payments = mysqli_query($mysqli, "SELECT SUM(payment_amount) AS payment_amount_for_month FROM payments, invoices WHERE payment_invoice_id = invoice_id AND YEAR(payment_date) = $year-1 AND MONTH(payment_date) = $month");
|
|
$row = mysqli_fetch_assoc($sql_payments);
|
|
$payments_for_month = floatval($row['payment_amount_for_month']);
|
|
|
|
$sql_revenues = mysqli_query($mysqli, "SELECT SUM(revenue_amount) AS revenue_amount_for_month FROM revenues WHERE revenue_category_id > 0 AND YEAR(revenue_date) = $year-1 AND MONTH(revenue_date) = $month");
|
|
$row = mysqli_fetch_assoc($sql_revenues);
|
|
$revenues_for_month = floatval($row['revenue_amount_for_month']);
|
|
|
|
$income_for_month = $payments_for_month + $revenues_for_month;
|
|
|
|
if ($income_for_month > 0 && $income_for_month > $largest_income_month) {
|
|
$largest_income_month = $income_for_month;
|
|
}
|
|
echo "$income_for_month,";
|
|
}
|
|
?>
|
|
],
|
|
},
|
|
{
|
|
label: "Projected",
|
|
fill: false,
|
|
borderColor: itflowChart.text,
|
|
pointBackgroundColor: itflowChart.text,
|
|
pointBorderColor: itflowChart.text,
|
|
pointHoverRadius: 5,
|
|
pointHoverBackgroundColor: itflowChart.text,
|
|
pointBorderWidth: 2,
|
|
data: [
|
|
<?php
|
|
$largest_invoice_month = 0;
|
|
for ($month = 1; $month <= 12; $month++) {
|
|
$sql_projected = mysqli_query($mysqli, "SELECT SUM(invoice_amount) AS invoice_amount_for_month FROM invoices WHERE YEAR(invoice_due) = $year AND MONTH(invoice_due) = $month AND invoice_status != 'Cancelled' AND invoice_status != 'Draft' AND invoice_status != 'Non-Billable'");
|
|
$row = mysqli_fetch_assoc($sql_projected);
|
|
$invoice_for_month = floatval($row['invoice_amount_for_month']);
|
|
|
|
if ($invoice_for_month > 0 && $invoice_for_month > $largest_invoice_month) {
|
|
$largest_invoice_month = $invoice_for_month;
|
|
}
|
|
echo "$invoice_for_month,";
|
|
}
|
|
?>
|
|
],
|
|
},
|
|
{
|
|
label: "Expense",
|
|
tension: 0.3, // v4 name; v2 used lineTension
|
|
fill: false,
|
|
borderColor: "#dc3545",
|
|
pointBackgroundColor: "#dc3545",
|
|
pointBorderColor: "#dc3545",
|
|
pointHoverRadius: 5,
|
|
pointHoverBackgroundColor: "#dc3545",
|
|
pointBorderWidth: 2,
|
|
data: [
|
|
<?php
|
|
$largest_expense_month = 0;
|
|
for ($month = 1; $month <= 12; $month++) {
|
|
$sql_expenses = mysqli_query($mysqli, "SELECT SUM(expense_amount) AS expense_amount_for_month FROM expenses WHERE YEAR(expense_date) = $year AND MONTH(expense_date) = $month AND expense_vendor_id > 0");
|
|
$row = mysqli_fetch_assoc($sql_expenses);
|
|
$expenses_for_month = floatval($row['expense_amount_for_month']);
|
|
|
|
if ($expenses_for_month > 0 && $expenses_for_month > $largest_expense_month) {
|
|
$largest_expense_month = $expenses_for_month;
|
|
}
|
|
echo "$expenses_for_month,";
|
|
}
|
|
?>
|
|
],
|
|
}
|
|
],
|
|
},
|
|
options: {
|
|
responsive: true,
|
|
maintainAspectRatio: false,
|
|
scales: {
|
|
x: {
|
|
grid: { display: false },
|
|
ticks: { maxTicksLimit: 12 }
|
|
},
|
|
y: {
|
|
beginAtZero: true,
|
|
min: 0,
|
|
max: <?php $max = max(1000, $largest_expense_month, $largest_income_month, $largest_invoice_month); echo roundUpToNearestMultiple($max); ?>,
|
|
ticks: { maxTicksLimit: 5 },
|
|
grid: { color: itflowChart.grid }
|
|
}
|
|
},
|
|
plugins: {
|
|
legend: { display: true }
|
|
}
|
|
}
|
|
});
|
|
})();
|
|
|
|
// TRIP FLOW
|
|
(function () {
|
|
var ctx = document.getElementById("tripFlow");
|
|
if (!ctx) return;
|
|
|
|
var myLineChart = new Chart(ctx, {
|
|
type: 'line',
|
|
data: {
|
|
labels: ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"],
|
|
datasets: [{
|
|
label: "Trip",
|
|
tension: 0.3,
|
|
fill: false,
|
|
backgroundColor: "red",
|
|
borderColor: "darkred",
|
|
pointRadius: 5,
|
|
pointBackgroundColor: "red",
|
|
pointBorderColor: "red",
|
|
pointHoverRadius: 5,
|
|
pointHoverBackgroundColor: "darkred",
|
|
pointBorderWidth: 2,
|
|
data: [
|
|
<?php
|
|
$largest_trip_miles_month = 0;
|
|
for ($month = 1; $month <= 12; $month++) {
|
|
$sql_trips = mysqli_query($mysqli, "SELECT SUM(trip_miles) AS trip_miles_for_month FROM trips WHERE YEAR(trip_date) = $year AND MONTH(trip_date) = $month");
|
|
$row = mysqli_fetch_assoc($sql_trips);
|
|
$trip_miles_for_month = floatval($row['trip_miles_for_month']);
|
|
|
|
if ($trip_miles_for_month > 0 && $trip_miles_for_month > $largest_trip_miles_month) {
|
|
$largest_trip_miles_month = $trip_miles_for_month;
|
|
}
|
|
echo "$trip_miles_for_month,";
|
|
}
|
|
?>
|
|
],
|
|
}],
|
|
},
|
|
options: {
|
|
responsive: true,
|
|
maintainAspectRatio: false,
|
|
scales: {
|
|
x: {
|
|
grid: { display: false },
|
|
ticks: { maxTicksLimit: 12 }
|
|
},
|
|
y: {
|
|
beginAtZero: true,
|
|
min: 0,
|
|
max: <?php $max = max(1000, $largest_trip_miles_month); echo roundUpToNearestMultiple($max); ?>,
|
|
ticks: { maxTicksLimit: 5 },
|
|
grid: { color: itflowChart.grid }
|
|
},
|
|
},
|
|
plugins: {
|
|
legend: { display: false }
|
|
}
|
|
}
|
|
});
|
|
})();
|
|
|
|
// INCOME BY CATEGORY (Doughnut)
|
|
(function () {
|
|
var ctx = document.getElementById("incomeByCategoryPieChart");
|
|
if (!ctx) return;
|
|
|
|
var myPieChart = new Chart(ctx, {
|
|
type: 'doughnut',
|
|
data: {
|
|
labels: [
|
|
<?php
|
|
// Cash basis, matching the Cash Flow chart above and the Income Summary
|
|
// report - payments carry their invoice's category, and standalone
|
|
// revenues count too. Keying off invoice_status = 'Paid' instead would
|
|
// drop every partially paid invoice and every revenue from the chart.
|
|
mysqli_query($mysqli, "CREATE TEMPORARY TABLE TopCategories
|
|
SELECT category_name, category_id, SUM(income.amount) AS total_income
|
|
FROM (SELECT invoice_category_id AS income_category_id, payment_amount AS amount
|
|
FROM payments
|
|
INNER JOIN invoices ON invoice_id = payment_invoice_id
|
|
WHERE YEAR(payment_date) = $year AND invoice_category_id > 0
|
|
UNION ALL
|
|
SELECT revenue_category_id AS income_category_id, revenue_amount AS amount
|
|
FROM revenues
|
|
WHERE YEAR(revenue_date) = $year AND revenue_category_id > 0) AS income
|
|
INNER JOIN categories ON category_id = income.income_category_id
|
|
GROUP BY category_name, category_id
|
|
ORDER BY total_income DESC LIMIT 5");
|
|
$sql_categories = mysqli_query($mysqli, "SELECT category_name FROM TopCategories");
|
|
while ($row = mysqli_fetch_assoc($sql_categories)) {
|
|
$category_name = json_encode($row['category_name']);
|
|
echo "$category_name,";
|
|
}
|
|
|
|
$sql_other_categories = mysqli_query($mysqli, "SELECT SUM(income.amount) AS other_income
|
|
FROM (SELECT invoice_category_id AS income_category_id, payment_amount AS amount
|
|
FROM payments
|
|
INNER JOIN invoices ON invoice_id = payment_invoice_id
|
|
WHERE YEAR(payment_date) = $year AND invoice_category_id > 0
|
|
UNION ALL
|
|
SELECT revenue_category_id AS income_category_id, revenue_amount AS amount
|
|
FROM revenues
|
|
WHERE YEAR(revenue_date) = $year AND revenue_category_id > 0) AS income
|
|
LEFT JOIN TopCategories ON TopCategories.category_id = income.income_category_id
|
|
WHERE TopCategories.category_id IS NULL");
|
|
$row = mysqli_fetch_assoc($sql_other_categories);
|
|
$other_income = floatval($row['other_income']);
|
|
if ($other_income > 0) {
|
|
echo "'Others',";
|
|
}
|
|
?>
|
|
],
|
|
datasets: [{
|
|
data: [
|
|
<?php
|
|
$sql_categories = mysqli_query($mysqli, "SELECT total_income FROM TopCategories");
|
|
while ($row = mysqli_fetch_assoc($sql_categories)) {
|
|
$total_income = floatval($row['total_income']);
|
|
echo "$total_income,";
|
|
}
|
|
if ($other_income > 0) {
|
|
echo "$other_income,";
|
|
}
|
|
?>
|
|
],
|
|
backgroundColor: [
|
|
<?php
|
|
$sql_categories = mysqli_query($mysqli, "SELECT category_color FROM TopCategories JOIN categories ON TopCategories.category_id = categories.category_id");
|
|
while ($row = mysqli_fetch_assoc($sql_categories)) {
|
|
$category_color = json_encode($row['category_color']);
|
|
echo "$category_color,";
|
|
}
|
|
if ($other_income > 0) {
|
|
echo "'#999999',"; // color for 'Others'
|
|
}
|
|
?>
|
|
],
|
|
}],
|
|
},
|
|
options: {
|
|
responsive: true,
|
|
maintainAspectRatio: false,
|
|
plugins: {
|
|
legend: {
|
|
display: true,
|
|
position: 'right'
|
|
}
|
|
}
|
|
}
|
|
});
|
|
})();
|
|
|
|
// EXPENSE BY CATEGORY (Doughnut)
|
|
(function () {
|
|
var ctx = document.getElementById("expenseByCategoryPieChart");
|
|
if (!ctx) return;
|
|
|
|
var myPieChart = new Chart(ctx, {
|
|
type: 'doughnut',
|
|
data: {
|
|
labels: [
|
|
<?php
|
|
mysqli_query($mysqli, "CREATE TEMPORARY TABLE TopExpenseCategories SELECT category_name, category_id, SUM(expense_amount) AS total_expense FROM categories, expenses WHERE expense_category_id = category_id AND expense_vendor_id > 0 AND YEAR(expense_date) = $year GROUP BY category_name, category_id ORDER BY total_expense DESC LIMIT 5");
|
|
$sql_categories = mysqli_query($mysqli, "SELECT category_name FROM TopExpenseCategories");
|
|
while ($row = mysqli_fetch_assoc($sql_categories)) {
|
|
$category_name = json_encode($row['category_name']);
|
|
echo "$category_name,";
|
|
}
|
|
|
|
$sql_other_categories = mysqli_query($mysqli, "SELECT SUM(expenses.expense_amount) AS other_expense FROM categories LEFT JOIN TopExpenseCategories ON categories.category_id = TopExpenseCategories.category_id INNER JOIN expenses ON categories.category_id = expenses.expense_category_id WHERE TopExpenseCategories.category_id IS NULL AND expense_vendor_id > 0 AND YEAR(expense_date) = $year");
|
|
$row = mysqli_fetch_assoc($sql_other_categories);
|
|
$other_expense = floatval($row['other_expense']);
|
|
if ($other_expense > 0) {
|
|
echo "'Others',";
|
|
}
|
|
?>
|
|
],
|
|
datasets: [{
|
|
data: [
|
|
<?php
|
|
$sql_categories = mysqli_query($mysqli, "SELECT total_expense FROM TopExpenseCategories");
|
|
while ($row = mysqli_fetch_assoc($sql_categories)) {
|
|
$total_expense = floatval($row['total_expense']);
|
|
echo "$total_expense,";
|
|
}
|
|
if ($other_expense > 0) {
|
|
echo "$other_expense,";
|
|
}
|
|
?>
|
|
],
|
|
backgroundColor: [
|
|
<?php
|
|
$sql_categories = mysqli_query($mysqli, "SELECT category_color FROM TopExpenseCategories JOIN categories ON TopExpenseCategories.category_id = categories.category_id");
|
|
while ($row = mysqli_fetch_assoc($sql_categories)) {
|
|
$category_color = json_encode($row['category_color']);
|
|
echo "$category_color,";
|
|
}
|
|
if ($other_expense > 0) {
|
|
echo "'#999999',"; // color for 'Others'
|
|
}
|
|
?>
|
|
],
|
|
}],
|
|
},
|
|
options: {
|
|
responsive: true,
|
|
maintainAspectRatio: false,
|
|
plugins: {
|
|
legend: {
|
|
display: true,
|
|
position: 'right'
|
|
}
|
|
}
|
|
}
|
|
});
|
|
})();
|
|
|
|
// EXPENSE BY VENDOR (Doughnut)
|
|
(function () {
|
|
var ctx = document.getElementById("expenseByVendorPieChart");
|
|
if (!ctx) return;
|
|
|
|
var myPieChart = new Chart(ctx, {
|
|
type: 'doughnut',
|
|
data: {
|
|
labels: [
|
|
<?php
|
|
mysqli_query($mysqli, "CREATE TEMPORARY TABLE TopVendors SELECT vendor_name, vendor_id, SUM(expense_amount) AS total_expense FROM vendors, expenses WHERE expense_vendor_id = vendor_id AND YEAR(expense_date) = $year GROUP BY vendor_name, vendor_id ORDER BY total_expense DESC LIMIT 5");
|
|
$sql_vendors = mysqli_query($mysqli, "SELECT vendor_name FROM TopVendors");
|
|
while ($row = mysqli_fetch_assoc($sql_vendors)) {
|
|
$vendor_name = json_encode($row['vendor_name']);
|
|
echo "$vendor_name,";
|
|
}
|
|
|
|
$sql_other_vendors = mysqli_query($mysqli, "SELECT SUM(expenses.expense_amount) AS other_expense FROM vendors LEFT JOIN TopVendors ON vendors.vendor_id = TopVendors.vendor_id INNER JOIN expenses ON vendors.vendor_id = expenses.expense_vendor_id WHERE TopVendors.vendor_id IS NULL AND YEAR(expense_date) = $year");
|
|
$row = mysqli_fetch_assoc($sql_other_vendors);
|
|
$other_expense = floatval($row['other_expense']);
|
|
if ($other_expense > 0) {
|
|
echo "'Others',";
|
|
}
|
|
?>
|
|
],
|
|
datasets: [{
|
|
data: [
|
|
<?php
|
|
$sql_vendors = mysqli_query($mysqli, "SELECT total_expense FROM TopVendors");
|
|
while ($row = mysqli_fetch_assoc($sql_vendors)) {
|
|
$total_expense = floatval($row['total_expense']);
|
|
echo "$total_expense,";
|
|
}
|
|
if ($other_expense > 0) {
|
|
echo "$other_expense,";
|
|
}
|
|
?>
|
|
],
|
|
backgroundColor: [
|
|
<?php
|
|
$sql_vendors = mysqli_query($mysqli, "SELECT vendor_id FROM TopVendors");
|
|
while ($row = mysqli_fetch_assoc($sql_vendors)) {
|
|
// Generate random color for each vendor
|
|
echo "'#" . substr(md5(rand()), 0, 6) . "',";
|
|
}
|
|
if ($other_expense > 0) {
|
|
echo "'#999999',"; // color for 'Others'
|
|
}
|
|
?>
|
|
],
|
|
}],
|
|
},
|
|
options: {
|
|
responsive: true,
|
|
maintainAspectRatio: false,
|
|
plugins: {
|
|
legend: {
|
|
display: true,
|
|
position: 'right'
|
|
}
|
|
}
|
|
}
|
|
});
|
|
})();
|
|
</script>
|
|
|
|
<?php } ?>
|