mirror of
https://github.com/InvoiceShelf/InvoiceShelf.git
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Generated files carried no document properties at all, so an archive of them showed a column of blank titles and no author. Title, Subject, Author and Creator are now written from the document number and company, on both drivers: dompdf via addInfo(), Gotenberg via metadata(). dompdf needed more than the API call. It reads Title from the <title> element during render(), which happens after addInfo(), so metadata set through the API alone was silently overwritten by whatever the template put there and the two drivers disagreed about what the file was called. The title is written into the markup as well, escaped. Also adds an archival format setting for Gotenberg: off, PDF/A-1b, -2b or -3b. PDF/A-3 is what the EU e-invoicing formats expect. Verified against a stock gotenberg:8 -- LibreOffice inside the image does the conversion and the output carries the right pdfaid:part in its XMP -- so no extra components are needed. A fixed list rather than free text, because the SDK forwards whatever it is given and an unsupported value would surface only as an HTTP error from the service at render time. Empty is a real choice meaning an ordinary PDF, so it overrides an env default rather than falling through it. Gotenberg only: dompdf cannot produce PDF/A. Claude-Session: https://claude.ai/code/session_01QmECndmNZwzN65Zz9P87dF
390 lines
13 KiB
PHP
390 lines
13 KiB
PHP
<?php
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namespace App\Services\Document;
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use App;
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use App\Facades\Hashids;
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use App\Facades\Pdf;
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use App\Mail\SendEstimateMail;
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use App\Models\Company;
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use App\Models\CompanySetting;
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use App\Models\CustomField;
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use App\Models\Estimate;
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use App\Models\ExchangeRateLog;
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use App\Models\Invoice;
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use App\Services\Mail\CompanyMailConfigService;
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use App\Support\Pdf\PdfMetadata;
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use App\Support\Pdf\PdfTemplateUtils;
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use Carbon\Carbon;
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use Illuminate\Http\Request;
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use Illuminate\Support\Facades\Auth;
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class EstimateService
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{
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public function __construct(
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private readonly DocumentItemService $documentItemService,
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) {}
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public function create(Request $request): Estimate
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{
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$data = $request->getEstimatePayload();
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if ($request->has('estimateSend')) {
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$data['status'] = Estimate::STATUS_SENT;
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}
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$estimate = Estimate::create($data);
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$estimate->unique_hash = Hashids::connection(Estimate::class)->encode($estimate->id);
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$serial = (new SerialNumberService)
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->setModel($estimate)
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->setCompany($estimate->company_id)
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->setCustomer($estimate->customer_id)
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->setNextNumbers();
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$estimate->sequence_number = $serial->nextSequenceNumber;
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$estimate->customer_sequence_number = $serial->nextCustomerSequenceNumber;
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$estimate->save();
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$companyCurrency = CompanySetting::getSetting('currency', $request->header('company'));
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if ((string) $data['currency_id'] !== $companyCurrency) {
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ExchangeRateLog::addExchangeRateLog($estimate);
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}
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$this->documentItemService->createItems($estimate, $request->items);
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if ($request->has('taxes') && (! empty($request->taxes))) {
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$this->documentItemService->createTaxes($estimate, $request->taxes);
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}
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$customFields = $request->customFields;
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if ($customFields) {
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$estimate->addCustomFields($customFields);
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}
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return $estimate;
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}
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public function update(Estimate $estimate, Request $request): Estimate
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{
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$data = $request->getEstimatePayload();
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$serial = (new SerialNumberService)
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->setModel($estimate)
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->setCompany($estimate->company_id)
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->setCustomer($request->customer_id)
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->setModelObject($estimate->id)
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->setNextNumbers();
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$data['customer_sequence_number'] = $serial->nextCustomerSequenceNumber;
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$estimate->update($data);
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$companyCurrency = CompanySetting::getSetting('currency', $request->header('company'));
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if ((string) $data['currency_id'] !== $companyCurrency) {
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ExchangeRateLog::addExchangeRateLog($estimate);
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}
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$estimate->items->map(function ($item) {
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$fields = $item->fields()->get();
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$fields->map(function ($field) {
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$field->delete();
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});
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});
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$estimate->items()->delete();
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$estimate->taxes()->delete();
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$this->documentItemService->createItems($estimate, $request->items);
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if ($request->has('taxes') && (! empty($request->taxes))) {
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$this->documentItemService->createTaxes($estimate, $request->taxes);
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}
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if ($request->customFields) {
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$estimate->updateCustomFields($request->customFields);
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}
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return Estimate::with([
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'items.taxes',
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'items.fields',
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'items.fields.customField',
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'customer',
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'taxes',
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])->find($estimate->id);
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}
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public function sendEstimateData(Estimate $estimate, array $data): array
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{
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$data['estimate'] = $estimate->toArray();
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$data['user'] = $estimate->customer->toArray();
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$data['company'] = $estimate->company->toArray();
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$data['body'] = $estimate->getEmailBody($data['body']);
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$data['attach']['data'] = ($estimate->getEmailAttachmentSetting()) ? $this->getPdfData($estimate) : null;
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return $data;
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}
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public function send(Estimate $estimate, array $data): array
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{
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$data = $this->sendEstimateData($estimate, $data);
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CompanyMailConfigService::apply($estimate->company_id);
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if ($estimate->status == Estimate::STATUS_DRAFT) {
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$estimate->status = Estimate::STATUS_SENT;
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$estimate->save();
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}
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$mail = \Mail::to($data['to']);
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if (! empty($data['cc'])) {
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$mail->cc($data['cc']);
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}
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if (! empty($data['bcc'])) {
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$mail->bcc($data['bcc']);
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}
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$mail->send(new SendEstimateMail($data));
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return [
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'success' => true,
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'type' => 'send',
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];
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}
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public function getPdfData(Estimate $estimate)
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{
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$taxes = collect();
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if ($estimate->tax_per_item === 'YES') {
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foreach ($estimate->items as $item) {
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foreach ($item->taxes as $tax) {
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$found = $taxes->filter(function ($item) use ($tax) {
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return $item->tax_type_id == $tax->tax_type_id;
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})->first();
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if ($found) {
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$found->amount += $tax->amount;
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} else {
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$taxes->push($tax);
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}
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}
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}
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}
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$estimateTemplate = Estimate::find($estimate->id)->template_name;
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$company = Company::find($estimate->company_id);
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$locale = CompanySetting::getSetting('language', $company->id);
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$customFields = CustomField::where('model_type', 'Item')->get();
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App::setLocale($locale);
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$logo = $company->logo_path;
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view()->share([
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'estimate' => $estimate,
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'customFields' => $customFields,
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'logo' => $logo ?? null,
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'company_address' => $estimate->getCompanyAddress(),
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'shipping_address' => $estimate->getCustomerShippingAddress(),
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'billing_address' => $estimate->getCustomerBillingAddress(),
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'notes' => $estimate->getNotes(),
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'taxes' => $taxes,
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]);
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$template = PdfTemplateUtils::findFormattedTemplate('estimate', $estimateTemplate, '');
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$templatePath = $template['custom'] ? sprintf('pdf_templates::estimate.%s', $estimateTemplate) : sprintf('app.pdf.estimate.%s', $estimateTemplate);
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if (request()->has('preview')) {
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return view($templatePath);
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}
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return Pdf::loadView($templatePath, PdfMetadata::forDocument(
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__('pdf_estimate_label'),
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$estimate->estimate_number,
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$company,
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));
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}
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public function clone(Estimate $estimate): Estimate
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{
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$date = Carbon::now();
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$serial = (new SerialNumberService)
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->setModel($estimate)
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->setCompany($estimate->company_id)
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->setCustomer($estimate->customer_id)
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->setNextNumbers();
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$expiryDate = null;
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$expiryEnabled = CompanySetting::getSetting(
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'estimate_set_expiry_date_automatically',
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$estimate->company_id
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);
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if ($expiryEnabled === 'YES') {
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$expiryDays = intval(CompanySetting::getSetting(
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'estimate_expiry_date_days',
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$estimate->company_id
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));
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$expiryDate = Carbon::now()->addDays($expiryDays)->format('Y-m-d');
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}
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$exchangeRate = $estimate->exchange_rate;
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$newEstimate = Estimate::create([
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'estimate_date' => $date->format('Y-m-d'),
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'expiry_date' => $expiryDate,
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'estimate_number' => $serial->getNextNumber(),
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'sequence_number' => $serial->nextSequenceNumber,
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'customer_sequence_number' => $serial->nextCustomerSequenceNumber,
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'reference_number' => $estimate->reference_number,
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'customer_id' => $estimate->customer_id,
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'company_id' => $estimate->company_id,
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'template_name' => $estimate->template_name,
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'status' => Estimate::STATUS_DRAFT,
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'sub_total' => $estimate->sub_total,
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'discount' => $estimate->discount,
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'discount_type' => $estimate->discount_type,
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'discount_val' => $estimate->discount_val,
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'total' => $estimate->total,
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'due_amount' => $estimate->total,
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'tax_per_item' => $estimate->tax_per_item,
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'discount_per_item' => $estimate->discount_per_item,
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'tax' => $estimate->tax,
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'notes' => $estimate->notes,
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'exchange_rate' => $exchangeRate,
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'base_total' => $estimate->total * $exchangeRate,
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'base_discount_val' => $estimate->discount_val * $exchangeRate,
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'base_sub_total' => $estimate->sub_total * $exchangeRate,
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'base_tax' => $estimate->tax * $exchangeRate,
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'base_due_amount' => $estimate->total * $exchangeRate,
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'currency_id' => $estimate->currency_id,
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'sales_tax_type' => $estimate->sales_tax_type,
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'sales_tax_address_type' => $estimate->sales_tax_address_type,
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]);
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$newEstimate->unique_hash = Hashids::connection(Estimate::class)->encode($newEstimate->id);
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$newEstimate->save();
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$estimate->load('items.taxes');
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$this->documentItemService->createItems($newEstimate, $estimate->items->toArray());
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if ($estimate->taxes) {
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$this->documentItemService->createTaxes($newEstimate, $estimate->taxes->toArray());
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}
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if ($estimate->fields()->exists()) {
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$customFields = [];
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foreach ($estimate->fields as $data) {
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$customFields[] = [
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'id' => $data->custom_field_id,
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'value' => $data->defaultAnswer,
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];
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}
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$newEstimate->addCustomFields($customFields);
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}
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return $newEstimate;
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}
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public function convertToInvoice(Estimate $estimate): Invoice
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{
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$estimate->load(['items', 'items.taxes', 'customer', 'taxes']);
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$invoiceDate = Carbon::now();
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$dueDate = null;
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$dueDateEnabled = CompanySetting::getSetting(
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'invoice_set_due_date_automatically',
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$estimate->company_id
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);
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if ($dueDateEnabled === 'YES') {
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$dueDateDays = intval(CompanySetting::getSetting(
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'invoice_due_date_days',
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$estimate->company_id
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));
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$dueDate = Carbon::now()->addDays($dueDateDays)->format('Y-m-d');
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}
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$serial = (new SerialNumberService)
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->setModel(new Invoice)
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->setCompany($estimate->company_id)
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->setCustomer($estimate->customer_id)
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->setNextNumbers();
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$templateName = $estimate->getInvoiceTemplateName();
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$exchangeRate = $estimate->exchange_rate;
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$invoice = Invoice::create([
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'creator_id' => Auth::id(),
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'invoice_date' => $invoiceDate->format('Y-m-d'),
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'due_date' => $dueDate,
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'invoice_number' => $serial->getNextNumber(),
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'sequence_number' => $serial->nextSequenceNumber,
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'customer_sequence_number' => $serial->nextCustomerSequenceNumber,
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'reference_number' => $serial->getNextNumber(),
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'customer_id' => $estimate->customer_id,
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'company_id' => $estimate->company_id,
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'template_name' => $templateName,
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'status' => Invoice::STATUS_DRAFT,
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'paid_status' => Invoice::STATUS_UNPAID,
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'sub_total' => $estimate->sub_total,
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'discount' => $estimate->discount,
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'discount_type' => $estimate->discount_type,
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'discount_val' => $estimate->discount_val,
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'total' => $estimate->total,
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'due_amount' => $estimate->total,
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'tax_per_item' => $estimate->tax_per_item,
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'discount_per_item' => $estimate->discount_per_item,
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'tax' => $estimate->tax,
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'notes' => $estimate->notes,
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'exchange_rate' => $exchangeRate,
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'base_discount_val' => $estimate->discount_val * $exchangeRate,
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'base_sub_total' => $estimate->sub_total * $exchangeRate,
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'base_total' => $estimate->total * $exchangeRate,
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'base_tax' => $estimate->tax * $exchangeRate,
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'currency_id' => $estimate->currency_id,
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'sales_tax_type' => $estimate->sales_tax_type,
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'sales_tax_address_type' => $estimate->sales_tax_address_type,
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]);
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$invoice->unique_hash = Hashids::connection(Invoice::class)->encode($invoice->id);
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$invoice->save();
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$this->documentItemService->createItems($invoice, $estimate->items->toArray());
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if ($estimate->taxes) {
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$this->documentItemService->createTaxes($invoice, $estimate->taxes->toArray());
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}
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if ($estimate->fields()->exists()) {
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$customFields = [];
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foreach ($estimate->fields as $data) {
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$customFields[] = [
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'id' => $data->custom_field_id,
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'value' => $data->defaultAnswer,
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];
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}
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$invoice->addCustomFields($customFields);
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}
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$estimate->checkForEstimateConvertAction();
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return Invoice::find($invoice->id);
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}
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public function changeStatus(Estimate $estimate, string $status): void
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{
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$estimate->update(['status' => $status]);
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}
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}
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