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Merge pull request #611 from klittle81/EnhanceExpenseReport
Enhance Expense Report - Grouped itemized Expenses By Expense Category
This commit is contained in:
mchev
@@ -7,11 +7,12 @@ use App\Models\Company;
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use App\Models\CompanySetting;
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use App\Models\Currency;
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use App\Models\Expense;
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use Barryvdh\DomPDF\Facade\Pdf;
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use Carbon\Carbon;
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use Illuminate\Http\JsonResponse;
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use Illuminate\Contracts\View\View;
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use Illuminate\Http\Request;
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use Illuminate\Http\Response;
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use Illuminate\Support\Facades\App;
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use PDF;
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class ExpensesReportController extends Controller
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{
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@@ -19,7 +20,7 @@ class ExpensesReportController extends Controller
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* Handle the incoming request.
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*
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* @param string $hash
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* @return JsonResponse
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* @return View|Response
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*/
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public function __invoke(Request $request, $hash)
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{
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@@ -31,14 +32,26 @@ class ExpensesReportController extends Controller
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App::setLocale($locale);
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$expenseCategories = Expense::with('category')
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// Fetch individual expenses (filtered and ordered by date), then group by category
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$expenses = Expense::with('category')
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->whereCompanyId($company->id)
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->applyFilters($request->only(['from_date', 'to_date']))
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->expensesAttributes()
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->applyFilters($request->only(['from_date', 'to_date', 'expense_category_id']))
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->orderBy('expense_date', 'asc')
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->get();
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$totalAmount = 0;
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foreach ($expenseCategories as $category) {
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$totalAmount += $category->total_amount;
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$totalAmount = $expenses->sum('base_amount');
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$grouped = $expenses->groupBy(function ($item) {
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return $item->category ? $item->category->name : trans('expenses.uncategorized');
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});
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$expenseGroups = collect();
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foreach ($grouped as $categoryName => $group) {
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$expenseGroups->push([
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'name' => $categoryName,
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'expenses' => $group,
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'total' => $group->sum('base_amount'),
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]);
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}
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$dateFormat = CompanySetting::getSetting('carbon_date_format', $company->id);
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@@ -62,7 +75,7 @@ class ExpensesReportController extends Controller
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->get();
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view()->share([
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'expenseCategories' => $expenseCategories,
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'expenseGroups' => $expenseGroups,
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'colorSettings' => $colorSettings,
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'totalExpense' => $totalAmount,
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'company' => $company,
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@@ -70,7 +83,7 @@ class ExpensesReportController extends Controller
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'to_date' => $to_date,
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'currency' => $currency,
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]);
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$pdf = PDF::loadView('app.pdf.reports.expenses');
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$pdf = Pdf::loadView('app.pdf.reports.expenses');
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if ($request->has('preview')) {
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return view('app.pdf.reports.expenses');
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@@ -652,6 +652,7 @@
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"currency": "Currency",
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"contact": "Contact",
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"category": "Category",
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"uncategorized": "Uncategorized",
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"from_date": "From Date",
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"to_date": "To Date",
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"expense_date": "Date",
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@@ -1649,6 +1650,7 @@
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"pdf_total_tax_label": "TOTAL TAX",
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"pdf_tax_types_label": "Tax Types",
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"pdf_expenses_label": "Expenses",
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"pdf_expense_group_total_label": "Group total:",
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"pdf_bill_to": "Bill to,",
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"pdf_ship_to": "Ship to,",
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"pdf_received_from": "Received from:",
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@@ -33,7 +33,7 @@
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.heading-date-range {
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font-weight: normal;
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font-size: 15px;
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color: #A5ACC1;
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color: #606060;
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width: 100%;
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text-align: right;
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padding: 0px;
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@@ -41,7 +41,7 @@
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}
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.sub-heading-text {
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font-weight: normal;
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font-weight: bold;
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font-size: 16px;
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color: #595959;
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padding: 0px;
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@@ -50,8 +50,7 @@
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}
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.expenses-title {
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margin-top: 60px;
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padding-left: 3px;
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margin-top: 30px;
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font-size: 16px;
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line-height: 21px;
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color: #040405;
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@@ -133,6 +132,84 @@
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line-height: 21px;
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color: #5851D8;
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}
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/* -- Items Table -- */
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.items-table {
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margin-top: 35px;
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padding: 0px 30px 10px 30px;
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page-break-before: avoid;
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page-break-after: auto;
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}
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.items-table hr {
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height: 0.1px;
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}
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.item-table-heading-left {
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font-size: 13.5;
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text-align: left;
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color: rgba(0, 0, 0, 0.85);
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padding: 5px;
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padding-bottom: 10px;
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}
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.item-table-heading-right {
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font-size: 13.5;
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text-align: right;
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color: rgba(0, 0, 0, 0.85);
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padding: 5px;
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padding-bottom: 10px;
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}
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tr.item-table-heading-row th {
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border-bottom: 0.620315px solid #E8E8E8;
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font-size: 12px;
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line-height: 18px;
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}
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.item-table-heading-row {
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margin-bottom: 10px;
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}
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tr.item-row td {
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font-size: 12px;
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line-height: 18px;
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}
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.item-cell-left {
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font-size: 13;
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color: #040405;
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text-align: left;
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padding: 5px;
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padding-top: 10px;
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border-color: #d9d9d9;
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}
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.item-cell-right {
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font-size: 13;
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color: #040405;
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text-align: right;
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padding: 5px;
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padding-top: 10px;
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border-color: #d9d9d9;
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}
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.item-description {
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color: #595959;
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font-size: 9px;
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line-height: 12px;
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}
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.item-table-group-total {
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font-size: 14px;
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font-weight: bold;
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text-align: right;
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color: rgba(0, 0, 0, 0.85);
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padding: 5px;
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padding-bottom: 10px;
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}
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</style>
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@if (App::isLocale('th'))
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@@ -158,33 +235,28 @@
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</tr>
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</table>
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<p class="expenses-title">@lang('pdf_expenses_label')</p>
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<div class="expenses-table-container">
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<table class="expenses-table">
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@foreach ($expenseCategories as $expenseCategory)
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<tr>
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<td>
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<p class="expense-title">
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{{ $expenseCategory->category->name }}
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</p>
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</td>
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<td>
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<p class="expense-amount">
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{!! format_money_pdf($expenseCategory->total_amount, $currency) !!}
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</p>
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</td>
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@foreach ($expenseGroups as $group)
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<p class="expense-title">{{ $group['name'] }}</p>
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<table width="100%" style="margin-bottom:18px;">
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<tr class="item-table-heading-row">
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<th style="width: 15%;" class="text-left item-table-heading-left">@lang('Date')</th>
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<th style="width: 70%;" class="text-left item-table-heading-left">@lang('Note')</th>
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<th style="width: 15%;" class="text-right item-table-heading-right">@lang('Amount')</th>
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</tr>
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@foreach ($group['expenses'] as $expense)
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<tr class="item-row">
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<td style="width: 15%;" class="text-left item-cell-left">{{ $expense->formatted_expense_date }}</td>
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<td style="width: 70%;" class="text-left item-cell-left">{{ $expense->notes ? $expense->notes : '-' }}</td>
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<td style="width: 15%;" class="text-right item-cell-right">{!! format_money_pdf($expense->base_amount, $currency) !!}</td>
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</tr>
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@endforeach
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</table>
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</div>
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</div>
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<table class="expense-total-table">
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<tr>
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<td class="expense-total-cell">
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<p class="expense-total">{!! format_money_pdf($totalExpense, $currency) !!}</p>
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</td>
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</tr>
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</table>
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</table>
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<div class="item-table-group-total">
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<p>@lang('pdf_expense_group_total_label') <span style="color: #5851D8;">{!! format_money_pdf($group['total'], $currency) !!}</span></p>
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</div>
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@endforeach
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</div>
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<table class="report-footer">
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<tr>
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<td>
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