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tax summary
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@denisdulici
denisdulici committed Apr 16, 2018
1 parent 8c7ac76 commit 1baee60
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Showing 9 changed files with 270 additions and 5 deletions.
139 changes: 139 additions & 0 deletions app/Http/Controllers/Reports/TaxSummary.php
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<?php

namespace App\Http\Controllers\Reports;

use App\Http\Controllers\Controller;
use App\Models\Expense\Bill;
use App\Models\Expense\BillPayment;
use App\Models\Expense\BillTotal;
use App\Models\Income\Invoice;
use App\Models\Income\InvoicePayment;
use App\Models\Income\InvoiceTotal;
use App\Models\Setting\Tax;
use App\Traits\Currencies;
use Date;

class TaxSummary extends Controller
{
use Currencies;

/**
* Display a listing of the resource.
*
* @return Response
*/
public function index()
{
$dates = $incomes = $expenses = $totals = [];

$status = request('status');

$t = Tax::enabled()->where('rate', '<>', '0')->pluck('name')->toArray();

$taxes = array_combine($t, $t);

// Get year
$year = request('year');
if (empty($year)) {
$year = Date::now()->year;
}

// Dates
for ($j = 1; $j <= 12; $j++) {
$dates[$j] = Date::parse($year . '-' . $j)->format('M');

foreach ($taxes as $tax_name) {
$incomes[$tax_name][$dates[$j]] = [
'amount' => 0,
'currency_code' => setting('general.default_currency'),
'currency_rate' => 1,
];

$expenses[$tax_name][$dates[$j]] = [
'amount' => 0,
'currency_code' => setting('general.default_currency'),
'currency_rate' => 1,
];

$totals[$tax_name][$dates[$j]] = [
'amount' => 0,
'currency_code' => setting('general.default_currency'),
'currency_rate' => 1,
];
}
}

switch ($status) {
case 'paid':
// Invoices
$invoices = InvoicePayment::monthsOfYear('paid_at')->get();
$this->setAmount($incomes, $totals, $invoices, 'invoice', 'paid_at');
// Bills
$bills = BillPayment::monthsOfYear('paid_at')->get();
$this->setAmount($expenses, $totals, $bills, 'bill', 'paid_at');
break;
case 'upcoming':
// Invoices
$invoices = Invoice::accrued()->monthsOfYear('due_at')->get();
$this->setAmount($incomes, $totals, $invoices, 'invoice', 'due_at');
// Bills
$bills = Bill::accrued()->monthsOfYear('due_at')->get();
$this->setAmount($expenses, $totals, $bills, 'bill', 'due_at');
break;
default:
// Invoices
$invoices = Invoice::accrued()->monthsOfYear('invoiced_at')->get();
$this->setAmount($incomes, $totals, $invoices, 'invoice', 'invoiced_at');
// Bills
$bills = Bill::accrued()->monthsOfYear('billed_at')->get();
$this->setAmount($expenses, $totals, $bills, 'bill', 'billed_at');
break;
}

// Check if it's a print or normal request
if (request('print')) {
$view_template = 'reports.tax_summary.print';
} else {
$view_template = 'reports.tax_summary.index';
}

return view($view_template, compact('dates', 'taxes', 'incomes', 'expenses', 'totals'));
}

private function setAmount(&$items, &$totals, $rows, $type, $date_field)
{
foreach ($rows as $row) {
$date = Date::parse($row->$date_field)->format('M');

if ($date_field == 'paid_at') {
if (!$row->invoice instanceof Invoice) {
continue;
}

$row_totals = $row->invoice->totals;
} else {
$row_totals = $row->totals;
}

foreach ($row_totals as $row_total) {
if ($row_total->code != 'tax') {
continue;
}

if (!isset($items[$row_total->name])) {
continue;
}

$amount = $this->convert($row_total->amount, $row->currency_code, $row->currency_rate);

$items[$row_total->name][$date]['amount'] += $amount;

if ($type == 'invoice') {
$totals[$row_total->name][$date]['amount'] += $amount;
} else {
$totals[$row_total->name][$date]['amount'] -= $amount;
}
}
}
}
}
14 changes: 12 additions & 2 deletions app/Http/Middleware/AdminMenu.php
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Expand Up @@ -111,7 +111,13 @@ public function handle($request, Closure $next)
}

// Reports
if ($user->can(['read-reports-income-summary', 'read-reports-expense-summary', 'read-reports-income-expense-summary', 'read-reports-profit-loss'])) {
if ($user->can([
'read-reports-income-summary',
'read-reports-expense-summary',
'read-reports-income-expense-summary',
'read-reports-tax-summary',
'read-reports-profit-loss',
])) {
$menu->dropdown(trans_choice('general.reports', 2), function ($sub) use($user, $attr) {
if ($user->can('read-reports-income-summary')) {
$sub->url('reports/income-summary', trans('reports.summary.income'), 1, $attr);
Expand All @@ -125,8 +131,12 @@ public function handle($request, Closure $next)
$sub->url('reports/income-expense-summary', trans('reports.summary.income_expense'), 3, $attr);
}

if ($user->can('read-reports-tax-summary')) {
$sub->url('reports/tax-summary', trans('reports.summary.tax'), 4, $attr);
}

if ($user->can('read-reports-profit-loss')) {
$sub->url('reports/profit-loss', trans('reports.profit_loss'), 4, $attr);
$sub->url('reports/profit-loss', trans('reports.profit_loss'), 5, $attr);
}
}, 6, [
'title' => trans_choice('general.reports', 2),
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17 changes: 14 additions & 3 deletions app/Listeners/Updates/Version120.php
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Expand Up @@ -25,8 +25,17 @@ public function handle(UpdateFinished $event)
return;
}

// Create permission
$permission = Permission::firstOrCreate([
$permissions = [];

// Create tax summary permission
$permissions[] = Permission::firstOrCreate([
'name' => 'read-reports-tax-summary',
'display_name' => 'Read Reports Tax Summary',
'description' => 'Read Reports Tax Summary',
]);

// Create profit loss permission
$permissions[] = Permission::firstOrCreate([
'name' => 'read-reports-profit-loss',
'display_name' => 'Read Reports Profit Loss',
'description' => 'Read Reports Profit Loss',
Expand All @@ -42,7 +51,9 @@ public function handle(UpdateFinished $event)
continue;
}

$role->attachPermission($permission);
foreach ($permissions as $permission) {
$role->attachPermission($permission);
}
}
}
}
2 changes: 2 additions & 0 deletions database/seeds/Roles.php
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Expand Up @@ -62,6 +62,7 @@ private function roles()
'reports-expense-summary' => 'r',
'reports-income-expense-summary' => 'r',
'reports-profit-loss' => 'r',
'reports-tax-summary' => 'r',
],
'manager' => [
'admin-panel' => 'r',
Expand Down Expand Up @@ -89,6 +90,7 @@ private function roles()
'reports-expense-summary' => 'r',
'reports-income-expense-summary' => 'r',
'reports-profit-loss' => 'r',
'reports-tax-summary' => 'r',
],
'customer' => [
'customer-panel' => 'r',
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2 changes: 2 additions & 0 deletions resources/lang/en-GB/reports.php
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Expand Up @@ -11,11 +11,13 @@
'gross_profit' => 'Gross Profit',
'net_profit' => 'Net Profit',
'total_expenses' => 'Total Expenses',
'net' => 'NET',

'summary' => [
'income' => 'Income Summary',
'expense' => 'Expense Summary',
'income_expense' => 'Income vs Expense',
'tax' => 'Tax Summary',
],

'quarter' => [
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57 changes: 57 additions & 0 deletions resources/views/reports/tax_summary/body.blade.php
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<div class="box-body">
<div class="table-responsive">
<table class="table">
<thead>
<tr>
<th style="width: 120px;">&nbsp;</th>
@foreach($dates as $date)
<th class="text-right">{{ $date }}</th>
@endforeach
</tr>
</thead>
</table>
@if ($taxes)
@foreach($taxes as $tax_name)
<table class="table table-hover" style="margin-top: 40px">
<thead>
<tr>
<th style="width: 120px;" colspan="13">{{ $tax_name }}</th>
</tr>
</thead>
<tbody>
<tr>
<td style="width: 120px;">{{ trans_choice('general.incomes', 2) }}</td>
@foreach($incomes[$tax_name] as $tax_date)
<td class="text-right">@money($tax_date['amount'], $tax_date['currency_code'], true)</td>
@endforeach
</tr>
<tr>
<td style="width: 120px;">{{ trans_choice('general.expenses', 2) }}</td>
@foreach($expenses[$tax_name] as $tax_date)
<td class="text-right">@money($tax_date['amount'], $tax_date['currency_code'], true)</td>
@endforeach
</tr>
</tbody>
<tfoot>
<tr>
<th style="width: 120px;">{{ trans('reports.net') }}</th>
@foreach($totals[$tax_name] as $tax_date)
<th class="text-right">@money($tax_date['amount'], $tax_date['currency_code'], true)</th>
@endforeach
</tr>
</tfoot>
</table>
@endforeach
@else
<table class="table table-bordered table-striped table-hover" style="margin-top: 40px">
<tbody>
<tr>
<td colspan="13">
<h5 class="text-center">{{ trans('general.no_records') }}</h5>
</td>
</tr>
</tbody>
</table>
@endif
</div>
</div>
28 changes: 28 additions & 0 deletions resources/views/reports/tax_summary/index.blade.php
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@extends('layouts.admin')

@section('title', trans('reports.summary.tax'))

@section('new_button')
<span class="new-button"><a href="{{ url('reports/tax-summary') }}?print=1&status={{ request('status') }}&year={{ request('year', $this_year) }}" target="_blank" class="btn btn-success btn-sm"><span class="fa fa-print"></span> &nbsp;{{ trans('general.print') }}</a></span>
@endsection

@section('content')
<!-- Default box -->
<div class="box box-success">
<div class="box-header">
<div class="pull-left" style="margin-left: 5px">
<a href="{{ url('reports/tax-summary') }}?year={{ request('year', $this_year) }}"><span class="badge @if (request('status') == '') bg-green @else bg-default @endif">{{ trans('general.all') }}</span></a>
<a href="{{ url('reports/tax-summary') }}?status=paid&year={{ request('year', $this_year) }}"><span class="badge @if (request('status') == 'paid') bg-green @else bg-default @endif">{{ trans('invoices.paid') }}</span></a>
<a href="{{ url('reports/tax-summary') }}?status=upcoming&year={{ request('year', $this_year) }}"><span class="badge @if (request('status') == 'upcoming') bg-green @else bg-default @endif">{{ trans('dashboard.receivables') }}</span></a>
</div>
{!! Form::open(['url' => 'reports/tax-summary', 'role' => 'form', 'method' => 'GET']) !!}
<div class="pull-right">
{!! Form::select('year', $years, request('year', $this_year), ['class' => 'form-control input-filter input-sm', 'onchange' => 'this.form.submit()']) !!}
</div>
{!! Form::close() !!}
</div>

@include('reports.tax_summary.body')
</div>
<!-- /.box -->
@endsection
15 changes: 15 additions & 0 deletions resources/views/reports/tax_summary/print.blade.php
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@extends('layouts.print')

@section('title', trans('reports.summary.tax'))

@section('content')
<div class="box-header">
<h2>{{ trans('reports.summary.tax') }}</h2>
<div class="text-muted">
{{ setting('general.company_name') }}
<br/>
{{ Date::parse(request('year') . '-1-1')->format($date_format) }} - {{ Date::parse(request('year') . '-12-31')->format($date_format) }}
</div>
</div>
@include('reports.tax_summary.body')
@endsection
1 change: 1 addition & 0 deletions routes/web.php
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Expand Up @@ -96,6 +96,7 @@
Route::resource('income-summary', 'Reports\IncomeSummary');
Route::resource('expense-summary', 'Reports\ExpenseSummary');
Route::resource('income-expense-summary', 'Reports\IncomeExpenseSummary');
Route::resource('tax-summary', 'Reports\TaxSummary');
Route::resource('profit-loss', 'Reports\ProfitLoss');
});

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