InvoiceShelf/app/Domains/Reporting/Http/Controllers/Company/DashboardController.php

<?php

namespace App\Domains\Reporting\Http\Controllers\Company;

use App\Domains\Accounts\Models\Company;
use App\Domains\Accounts\Models\CompanySetting;
use App\Domains\Contacts\Models\Customer;
use App\Domains\Purchases\Models\Expense;
use App\Domains\Receivables\Models\Payment;
use App\Domains\Sales\Models\Estimate;
use App\Domains\Sales\Models\Invoice;
use App\Platform\Http\Controller;
use Carbon\Carbon;
use Illuminate\Http\JsonResponse;
use Illuminate\Http\Request;
use Silber\Bouncer\BouncerFacade;

class DashboardController extends Controller
{
    /**
     * Handle the incoming request.
     *
     * @return JsonResponse
     */
    public function __invoke(Request $request)
    {
        $company = Company::find($request->header('company'));

        $this->authorize('view dashboard', $company);

        $invoice_totals = [];
        $expense_totals = [];
        $receipt_totals = [];
        $net_income_totals = [];

        $i = 0;
        $months = [];
        $monthCounter = 0;
        $fiscalYear = CompanySetting::getSetting('fiscal_year', $request->header('company'));
        $startDate = Carbon::now();
        $start = Carbon::now();
        $end = Carbon::now();
        $terms = explode('-', $fiscalYear);
        $companyStartMonth = intval($terms[0]);

        if ($companyStartMonth <= $start->month) {
            $startDate->month($companyStartMonth)->startOfMonth();
            $start->month($companyStartMonth)->startOfMonth();
            $end->month($companyStartMonth)->endOfMonth();
        } else {
            $startDate->subYear()->month($companyStartMonth)->startOfMonth();
            $start->subYear()->month($companyStartMonth)->startOfMonth();
            $end->subYear()->month($companyStartMonth)->endOfMonth();
        }

        if ($request->has('previous_year')) {
            $startDate->subYear()->startOfMonth();
            $start->subYear()->startOfMonth();
            $end->subYear()->endOfMonth();
        }

        while ($monthCounter < 12) {
            $invoice_totals[] = Invoice::whereBetween(
                'invoice_date',
                [$start->format('Y-m-d'), $end->format('Y-m-d')]
            )
                ->whereCompany()
                ->sum('base_total');
            $expense_totals[] = Expense::whereBetween(
                'expense_date',
                [$start->format('Y-m-d'), $end->format('Y-m-d')]
            )
                ->whereCompany()
                ->sum('base_amount');
            $receipt_totals[] = Payment::whereBetween(
                'payment_date',
                [$start->format('Y-m-d'), $end->format('Y-m-d')]
            )
                ->whereCompany()
                ->sum('base_amount');
            $net_income_totals[] = ($receipt_totals[$i] - $expense_totals[$i]);
            $i++;
            $months[] = $start->translatedFormat('M');
            $monthCounter++;
            $end->startOfMonth();
            $start->addMonth()->startOfMonth();
            $end->addMonth()->endOfMonth();
        }

        $start->subMonth()->endOfMonth();

        $total_sales = Invoice::whereBetween(
            'invoice_date',
            [$startDate->format('Y-m-d'), $start->format('Y-m-d')]
        )
            ->whereCompany()
            ->sum('base_total');

        $total_receipts = Payment::whereBetween(
            'payment_date',
            [$startDate->format('Y-m-d'), $start->format('Y-m-d')]
        )
            ->whereCompany()
            ->sum('base_amount');

        $total_expenses = Expense::whereBetween(
            'expense_date',
            [$startDate->format('Y-m-d'), $start->format('Y-m-d')]
        )
            ->whereCompany()
            ->sum('base_amount');

        $total_net_income = (int) $total_receipts - (int) $total_expenses;

        $chart_data = [
            'months' => $months,
            'invoice_totals' => $invoice_totals,
            'expense_totals' => $expense_totals,
            'receipt_totals' => $receipt_totals,
            'net_income_totals' => $net_income_totals,
        ];

        $total_customer_count = Customer::whereCompany()->count();
        // "How many invoices did we issue" counts issued documents, so the
        // reversals are excluded. The sums above deliberately keep them: a
        // credit note's negated total is exactly what nets sales back out.
        $total_invoice_count = Invoice::whereCompany()
            ->where('type', Invoice::TYPE_INVOICE)
            ->count();
        $total_estimate_count = Estimate::whereCompany()->count();
        $total_amount_due = Invoice::whereCompany()
            ->sum('base_due_amount');

        // Raw models, not InvoiceResource: every loaded relation is serialized
        // with the full $appends set, so a column-limited creditNotes load blew
        // up in the date accessors (no company_id on the children) and a full
        // load would run the appends per credit note for nothing. The rows do
        // not need the relation: credited_status is a resource-level field, and
        // a fully credited invoice has no due amount so it never appears here.
        $recent_due_invoices = Invoice::with('customer')
            ->whereCompany()
            ->where('base_due_amount', '>', 0)
            ->take(5)
            ->latest()
            ->get();
        $recent_estimates = Estimate::with('customer')->whereCompany()->take(5)->latest()->get();

        return response()->json([
            'total_amount_due' => $total_amount_due,
            'total_customer_count' => $total_customer_count,
            'total_invoice_count' => $total_invoice_count,
            'total_estimate_count' => $total_estimate_count,

            'recent_due_invoices' => BouncerFacade::can('view-invoice', Invoice::class) ? $recent_due_invoices : [],
            'recent_estimates' => BouncerFacade::can('view-estimate', Estimate::class) ? $recent_estimates : [],

            'chart_data' => $chart_data,

            'total_sales' => $total_sales,
            'total_receipts' => $total_receipts,
            'total_expenses' => $total_expenses,
            'total_net_income' => $total_net_income,
        ]);
    }
}