AS1024/itflow
1
0
Fork 0
mirror of https://github.com/itflow-org/itflow synced 2026-11-12 07:27:22 +00:00
Code Issues Packages Projects Releases Wiki Activity
Files
df668d83e6ba73675374132ea5af8775012b242f
itflow/agent/post/billing.php
johnnyq a2a0823163 Trips stage 2: mileage money - Trips and Mileage in Admin > Settings > Invoice with miles or kilometers, the rate an agent is paid back for their own vehicle and the expense category it goes under, and what a trip bills a client as a trip charge, a rate a mile beyond the distance the charge covers and the invoice line name; the trip form has In their own vehicle starting as the driver's latest trip and Bill the client starting as the ticket is billable, each showing what it pays back or bills; the list gets To pay back and To bill pills, an owed card (Owed to you for agents without financial access), who is owed what and marks on each row; Pay Mileage pays one driver for the ticked trips at the usual or a past rate as a mileage expense per client paid personally by them under the mileage category to a Mileage vendor made on first use, paid back there and then from an account or later with Reimburse; Unbilled Time has Travel to bill beside the expenses at an editable price going on the client's invoice with their tickets and expenses, billing every client includes trips and Not billable writes them off; the invoice gets a Travel card with Add Trips and Take off Invoice, and deleting the line or invoice makes a trip to bill again; paid back and billed trips keep their distance, driver, vehicle, client and billable and can't be deleted, and deleting the mileage expense puts its trips back to pay; bulk Set Vehicle, Set Billable and Pay Mileage; the trip quick look shows what it pays back and bills and the mileage expense lists its trips; dashboard Trips to bill and Mileage to pay back, client overview Trips to bill and the Unbilled Time count include trips; export Vehicle, Paid Back and Billing columns; the Mileage report and dashboard chart follow the unit and the report rate starts at the mileage rate; demo data with recent trips in own vehicles and billable when trips bill; database 3.0.4 with trip_own_vehicle, trip_expense_id, trip_billable, trip_invoice_id, trip_invoice_item_id and the mileage and trip billing settings; CHANGELOG updated
2026-10-16 20:35:51 -04:00

414 lines
18 KiB
PHP
Raw Blame History

<?php
/*
* ITFlow - line items on invoices, quotes and recurring invoices, and the
* small things the billing pages do in place.
*
* One handler for the lines on all three - which kind is in the form's
* "type" (invoice, quote, recurring); functions/billing.php does the work.
* A line can only change while the document is open for it: not once an
* invoice is paid, cancelled or non-billable, nor once a quote has been
* answered or invoiced.
*/
defined('FROM_POST_HANDLER') || die("Direct file access is not allowed");
/**
* The document a line request is for, checked: the kind, the row (scoped to
* the clients this agent may open) and that its lines may change. Flashes
* and goes back when not.
*/
function billingPostDocument($type, $id) {
global $client_id;
$t = billingType($type);
$row = $t ? billingRow($type, $id) : null;
if (!$row) {
flashAlert('That document no longer exists, or is not one you can open.', 'error');
redirect();
}
$client_id = intval($row['client_id']);
enforceClientAccess();
if (!billingCanEditItems($type, $row)) {
flashAlert(billingNumber($type, $row) . " can't be changed now - " . ($type === 'quote' ? 'it has been answered or invoiced.' : 'it is paid, cancelled or non-billable.'), 'error');
redirect();
}
return $row;
}
/** Back to the document, at the lines. */
function billingPostBack($type, $id, $hash = 'items') {
$t = billingType($type);
$referer = (string) ($_SERVER['HTTP_REFERER'] ?? '');
$path = (string) parse_url($referer, PHP_URL_PATH);
$url = basename($path) === $t['page'] ? strtok($referer, '#') : $t['page'] . '?' . $t['param'] . '=' . intval($id);
redirect($url . ($hash !== '' ? "#$hash" : ''));
}
/** What billing time did, for the flash - "TCK-12 and 3 more billed on INV-45 - 6.5 h on 4 lines". */
function unbilledResultText(array $result) {
$tickets = $result['tickets'];
$what = count($tickets) === 1 ? $tickets[0] : $tickets[0] . ' and ' . (count($tickets) - 1) . ' more';
$text = '<strong>' . escapeHtml($what) . '</strong> billed on <strong>' . escapeHtml($result['number']) . '</strong> - ' . billingQuantity($result['hours']) . ' h'
. ($result['lines'] > 1 ? ' on ' . $result['lines'] . ' lines' : '');
if ($result['no_charge']) {
$text .= '. ' . escapeHtml(implode(', ', $result['no_charge'])) . (count($result['no_charge']) === 1 ? ' had' : ' had') . ' no hours, so went on with no charge';
}
return $text;
}
/** What billing tickets, expenses and trips together did, for the flash - the time's text, then the expenses', then the trips'. */
function unbilledBothText(array $result, $currency) {
$parts = [];
if ($result['time']) {
$parts[] = unbilledResultText($result['time']);
}
if ($result['expenses']) {
$e = $result['expenses'];
$parts[] = ($result['time'] ? '' : '<strong>' . escapeHtml($e['number']) . '</strong>: ') . '<strong>' . $e['expenses'] . ' expense' . ($e['expenses'] === 1 ? '' : 's') . '</strong> billed - '
. escapeHtml(billingMoney($e['amount'], $currency)) . ' on ' . escapeHtml(billingMoney($e['cost'], $currency)) . ' of cost';
}
if (!empty($result['trips'])) {
$t = $result['trips'];
$parts[] = ($result['time'] || $result['expenses'] ? '' : '<strong>' . escapeHtml($t['number']) . '</strong>: ') . '<strong>' . $t['trips'] . ' trip' . ($t['trips'] === 1 ? '' : 's') . '</strong> billed - '
. escapeHtml(billingMoney($t['amount'], $currency)) . ' for ' . escapeHtml(tripDistanceText($t['miles']));
}
$text = implode('. ', $parts);
if ($result['error'] !== '') {
$text .= '. Not billed: ' . escapeHtml($result['error']);
}
return $text;
}
/** The ticked expenses and their prices from Unbilled Time - expense id => price; empty unless the agent can bill them. */
function unbilledPostPrices() {
$prices = [];
foreach (array_unique(array_filter(array_map('intval', (array) ($_POST['expense_ids'] ?? [])))) as $expense_id) {
$prices[$expense_id] = $_POST['expense_price'][$expense_id] ?? null;
}
if ($prices) {
enforceUserPermission('module_financial', 2);
}
return $prices;
}
/** The ticked trips and their prices from Unbilled Time - trip id => price; empty unless the agent can bill them. */
function unbilledPostTripPrices() {
$prices = [];
foreach (array_unique(array_filter(array_map('intval', (array) ($_POST['trip_ids'] ?? [])))) as $trip_id) {
$prices[$trip_id] = $_POST['trip_price'][$trip_id] ?? null;
}
if ($prices) {
enforceUserPermission('module_financial', 2);
}
return $prices;
}
/** The audit log's name for each kind. */
function billingAuditType($type) {
return ['invoice' => 'Invoice', 'quote' => 'Quote', 'recurring' => 'Recurring Invoice'][$type] ?? 'Invoice';
}
if (isset($_POST['billing_item_save'])) {
validateCSRFToken();
enforceUserPermission('module_sales', 2);
$type = (string) ($_POST['type'] ?? '');
$doc_id = intval($_POST['doc_id'] ?? 0);
$item_id = intval($_POST['item_id'] ?? 0);
$row = billingPostDocument($type, $doc_id);
$number = billingNumber($type, $row);
$saved = billingItemSave($type, $doc_id, $_POST, $item_id, $error);
if (!$saved) {
flashAlert(escapeHtml($error), 'error');
billingPostBack($type, $doc_id, $item_id ? 'items' : 'add-line');
}
$name = trim((string) $_POST['name']);
logAudit(billingAuditType($type), 'Edit', escapeSql("$session_name " . ($item_id ? 'edited' : 'added') . " line $name " . ($item_id ? 'on' : 'to') . " $number"), $client_id, $doc_id);
flashAlert('<strong>' . escapeHtml($name) . '</strong> ' . ($item_id ? 'updated' : 'added'));
billingPostBack($type, $doc_id, $item_id ? "line-$saved" : 'add-line');
}
if (isset($_GET['billing_item_delete'])) {
validateCSRFToken();
enforceUserPermission('module_sales', 2);
$type = (string) ($_GET['type'] ?? '');
$doc_id = intval($_GET['doc_id'] ?? 0);
$item_id = intval($_GET['billing_item_delete']);
$row = billingPostDocument($type, $doc_id);
$item = billingItemDelete($type, $doc_id, $item_id);
if (!$item) {
flashAlert('That line was already gone.', 'error');
billingPostBack($type, $doc_id);
}
logAudit(billingAuditType($type), 'Edit', escapeSql("$session_name removed line {$item['item_name']} from " . billingNumber($type, $row)), $client_id, $doc_id);
flashAlert('<strong>' . escapeHtml($item['item_name']) . '</strong> removed', 'error');
billingPostBack($type, $doc_id);
}
/*
* Pause or resume a recurring invoice. Resuming one whose next date has
* passed says so - it only runs on its next date, so that has to move first.
*/
if (isset($_GET['recurring_invoice_set_status'])) {
validateCSRFToken();
enforceUserPermission('module_sales', 2);
$recurring_invoice_id = intval($_GET['recurring_invoice_set_status']);
$status = intval($_GET['status'] ?? 0) ? 1 : 0;
$row = billingRow('recurring', $recurring_invoice_id);
if (!$row) {
flashAlert('That recurring invoice no longer exists.', 'error');
redirect();
}
$client_id = intval($row['client_id']);
enforceClientAccess();
$number = billingNumber('recurring', $row);
mysqli_query($mysqli, "UPDATE recurring_invoices SET recurring_invoice_status = $status WHERE recurring_invoice_id = $recurring_invoice_id");
billingLog('recurring', $recurring_invoice_id, $status ? 'Active' : 'Paused', ($status ? 'Resumed' : 'Paused') . " by $session_name");
logAudit('Recurring Invoice', 'Edit', escapeSql("$session_name " . ($status ? 'resumed' : 'paused') . " recurring invoice $number"), $client_id, $recurring_invoice_id);
if ($status && $row['recurring_invoice_next_date'] < date('Y-m-d')) {
flashAlert("<strong>" . escapeHtml($number) . "</strong> resumed - its next date has passed, so move it on before it will run again.", 'warning');
} else {
flashAlert("<strong>" . escapeHtml($number) . "</strong> " . ($status ? 'resumed' : 'paused'));
}
redirect();
}
/*
* Move a recurring invoice's next date on to the first one that hasn't
* passed, skipping the runs it missed (nothing is billed for them).
*/
if (isset($_GET['recurring_invoice_catch_up'])) {
validateCSRFToken();
enforceUserPermission('module_sales', 2);
$recurring_invoice_id = intval($_GET['recurring_invoice_catch_up']);
$row = billingRow('recurring', $recurring_invoice_id);
if (!$row) {
flashAlert('That recurring invoice no longer exists.', 'error');
redirect();
}
$client_id = intval($row['client_id']);
enforceClientAccess();
$next = recurringInvoiceCatchUp($row);
$number = billingNumber('recurring', $row);
if ($next === $row['recurring_invoice_next_date']) {
flashAlert("<strong>" . escapeHtml($number) . "</strong> is not behind.");
redirect();
}
mysqli_query($mysqli, "UPDATE recurring_invoices SET recurring_invoice_next_date = '" . escapeSql($next) . "' WHERE recurring_invoice_id = $recurring_invoice_id");
billingLog('recurring', $recurring_invoice_id, 'Rescheduled', "Next date moved from {$row['recurring_invoice_next_date']} to $next by $session_name");
logAudit('Recurring Invoice', 'Edit', escapeSql("$session_name moved recurring invoice $number on to $next"), $client_id, $recurring_invoice_id);
flashAlert("<strong>" . escapeHtml($number) . "</strong> next runs on " . escapeHtml($next));
redirect();
}
/*
* Count a recurring invoice's seat lines again now, and take its taxes at
* today's rates - what the nightly run does before it makes an invoice.
*/
if (isset($_GET['recurring_invoice_sync'])) {
validateCSRFToken();
enforceUserPermission('module_sales', 2);
$recurring_invoice_id = intval($_GET['recurring_invoice_sync']);
$row = billingRow('recurring', $recurring_invoice_id);
if (!$row) {
flashAlert('That recurring invoice no longer exists.', 'error');
redirect();
}
$client_id = intval($row['client_id']);
enforceClientAccess();
$changes = recurringInvoiceRefresh($recurring_invoice_id, stripslashes($session_name));
$number = billingNumber('recurring', $row);
if ($changes) {
logAudit('Recurring Invoice', 'Edit', escapeSql("$session_name updated the seats on recurring invoice $number: " . implode('; ', $changes)), $client_id, $recurring_invoice_id);
flashAlert('<strong>' . escapeHtml($number) . '</strong> seats updated - ' . escapeHtml(implode('; ', $changes)));
} else {
flashAlert('<strong>' . escapeHtml($number) . '</strong> already bills what the client has.');
}
redirect();
}
/*
* Unbilled Time, one client: bill the ticked tickets at the hours typed, and
* the ticked expenses and trips at the prices typed, on a new draft or one
* of the client's drafts.
*/
if (isset($_POST['unbilled_invoice'])) {
validateCSRFToken();
enforceUserPermission('module_sales', 2);
$client_id = intval($_POST['client_id'] ?? 0);
enforceClientAccess();
$hours = [];
foreach (array_unique(array_filter(array_map('intval', (array) ($_POST['ticket_ids'] ?? [])))) as $ticket_id) {
$hours[$ticket_id] = $_POST['hours'][$ticket_id] ?? null;
}
$prices = unbilledPostPrices();
$trip_prices = unbilledPostTripPrices();
$result = expenseBillWithTime($client_id, $hours, $prices, [
'invoice_id' => intval($_POST['invoice_id'] ?? 0),
'date' => (string) ($_POST['date'] ?? ''),
'category_id' => intval($_POST['category'] ?? 0),
'scope' => (string) ($_POST['scope'] ?? ''),
'item_name' => (string) ($_POST['item_name'] ?? ''),
'price' => (string) ($_POST['price'] ?? ''),
'tax_id' => intval($_POST['tax_id'] ?? 0),
'combine' => ($_POST['lines'] ?? '') === 'one',
'by' => stripslashes($session_name),
], $error, $trip_prices);
if (!$result) {
flashAlert(escapeHtml($error), 'error');
redirect();
}
flashAlert(unbilledBothText($result, $session_company_currency), $result['error'] !== '' ? 'warning' : 'success');
redirect("invoice.php?invoice_id={$result['invoice_id']}");
}
/*
* Unbilled Time, every client: bill each ticked client's unbilled tickets at
* the hours their time comes to, their expenses to bill at cost with the
* markup and their trips to bill at the trip charge and rate - on a new
* draft each, or each one's newest draft when it has one. Expenses and
* trips only for agents who can bill them.
*/
if (isset($_POST['unbilled_invoice_clients'])) {
validateCSRFToken();
enforceUserPermission('module_sales', 2);
$use_draft = ($_POST['target'] ?? '') === 'draft';
$with_expenses = lookupUserPermission('module_financial') >= 2;
$by_client = intval($config_module_enable_ticketing) === 1 ? billingUnbilledByClient() : [];
$by_client = $with_expenses ? tripUnbilledMerge(expenseUnbilledMerge($by_client)) : $by_client;
$made = [];
$failed = [];
foreach (array_unique(array_map('intval', (array) ($_POST['client_ids'] ?? []))) as $bill_client_id) {
if (!isset($by_client[$bill_client_id]) || !hasClientAccess($bill_client_id)) {
continue;
}
$c = $by_client[$bill_client_id];
$result = expenseBillWithTime($bill_client_id, array_fill_keys(array_keys($c['tickets']), null), array_fill_keys(array_keys($c['expenses'] ?? []), null), [
'invoice_id' => $use_draft && $c['drafts'] ? intval(array_key_first($c['drafts'])) : 0,
'date' => (string) ($_POST['date'] ?? ''),
'category_id' => intval($_POST['category'] ?? 0),
'scope' => (string) ($_POST['scope'] ?? ''),
'item_name' => (string) ($_POST['item_name'] ?? ''),
'tax_id' => intval($_POST['tax_id'] ?? 0),
'combine' => ($_POST['lines'] ?? '') === 'one',
'by' => stripslashes($session_name),
], $error, array_fill_keys(array_keys($c['trips'] ?? []), null));
if ($result) {
$made[] = $result;
if ($result['error'] !== '') {
$failed[] = $c['client_name'] . ': ' . $result['error'];
}
} else {
$failed[] = $c['client_name'] . ': ' . $error;
}
}
if (!$made) {
flashAlert($failed ? escapeHtml(implode(' ', $failed)) : 'Nothing billed - tick at least one client.', 'error');
redirect('unbilled_time.php');
}
$tickets = array_sum(array_map(function ($r) { return $r['time'] ? count($r['time']['tickets']) : 0; }, $made));
$hours = array_sum(array_map(function ($r) { return $r['time'] ? $r['time']['hours'] : 0; }, $made));
$expenses = array_sum(array_map(function ($r) { return $r['expenses'] ? $r['expenses']['expenses'] : 0; }, $made));
$trips = array_sum(array_map(function ($r) { return !empty($r['trips']) ? $r['trips']['trips'] : 0; }, $made));
$numbers = array_column($made, 'number');
$what = [];
if ($tickets) {
$what[] = $tickets . ' ticket' . ($tickets === 1 ? '' : 's') . ', ' . billingQuantity($hours) . ' h';
}
if ($expenses) {
$what[] = $expenses . ' expense' . ($expenses === 1 ? '' : 's');
}
if ($trips) {
$what[] = $trips . ' trip' . ($trips === 1 ? '' : 's');
}
flashAlert('<strong>' . count($made) . ' invoice' . (count($made) === 1 ? '' : 's') . '</strong> ' . (array_filter(array_column($made, 'new')) ? 'made or added to' : 'added to') . ' - '
. implode(' and ', $what) . ': ' . escapeHtml(implode(', ', array_slice($numbers, 0, 12)) . (count($numbers) > 12 ? ' and more' : ''))
. ($failed ? '. Not billed: ' . escapeHtml(implode(' ', $failed)) : ''), $failed ? 'warning' : 'success');
redirect('invoices.php?status=Draft');
}
/* Unbilled Time: the ticked tickets, expenses and trips aren't billable after all - written off. */
if (isset($_POST['unbilled_write_off'])) {
validateCSRFToken();
enforceUserPermission('module_sales', 2);
$client_id = intval($_POST['client_id'] ?? 0);
enforceClientAccess();
$done = billingTimeWriteOff($client_id, array_filter(array_map('intval', (array) ($_POST['ticket_ids'] ?? []))), stripslashes($session_name));
$expense_ids = array_keys(unbilledPostPrices());
$done_expenses = $expense_ids ? expenseWriteOff($client_id, $expense_ids, stripslashes($session_name)) : [];
$trip_ids = array_keys(unbilledPostTripPrices());
$done_trips = $trip_ids ? tripWriteOff($client_id, $trip_ids, stripslashes($session_name)) : [];
if (!$done && !$done_expenses && !$done_trips) {
flashAlert('Nothing changed - tick the tickets, expenses or trips that are not billable.', 'error');
redirect();
}
if ($done) {
logAudit('Ticket', 'Edit', escapeSql("$session_name marked " . (count($done) === 1 ? 'ticket ' : count($done) . ' tickets ') . implode(', ', array_slice($done, 0, 20)) . ' not billable'), $client_id);
}
$what = [];
if ($done) {
$what[] = count($done) === 1 ? '<strong>' . escapeHtml($done[0]) . '</strong>' : '<strong>' . count($done) . ' tickets</strong>';
}
if ($done_expenses) {
$what[] = count($done_expenses) === 1 ? 'the expense <strong>' . escapeHtml($done_expenses[0]) . '</strong>' : '<strong>' . count($done_expenses) . ' expenses</strong>';
}
if ($done_trips) {
$what[] = count($done_trips) === 1 ? 'the trip <strong>' . escapeHtml($done_trips[0]) . '</strong>' : '<strong>' . count($done_trips) . ' trips</strong>';
}
flashAlert(ucfirst(implode(' and ', $what)) . (count($done) + count($done_expenses) + count($done_trips) === 1 ? ' is' : ' are') . ' not billable now');
redirect();
}
Reference in New Issue View Git Blame Copy Permalink