Skip to content

Commit

Permalink
added import and export recurring transactions
Browse files Browse the repository at this point in the history
  • Loading branch information
CihanSenturk committed Aug 14, 2023
1 parent bd15a1c commit f2ec9ff
Show file tree
Hide file tree
Showing 8 changed files with 272 additions and 14 deletions.
28 changes: 28 additions & 0 deletions app/Exports/Banking/RecurringTransactions.php
@@ -0,0 +1,28 @@
<?php

namespace App\Exports\Banking;

use App\Exports\Banking\Sheets\Recurring;
use App\Exports\Banking\Sheets\RecurringTransactions as Base;
use Maatwebsite\Excel\Concerns\Exportable;
use Maatwebsite\Excel\Concerns\WithMultipleSheets;

class RecurringTransactions implements WithMultipleSheets
{
use Exportable;

public $ids;

public function __construct($ids = null)
{
$this->ids = $ids;
}

public function sheets(): array
{
return [
new Recurring($this->ids),
new Base($this->ids),
];
}
}
36 changes: 36 additions & 0 deletions app/Exports/Banking/Sheets/Recurring.php
@@ -0,0 +1,36 @@
<?php

namespace App\Exports\Banking\Sheets;

use App\Abstracts\Export;
use App\Models\Common\Recurring as Model;

class Recurring extends Export
{
public function collection()
{
return Model::transaction()->cursor();
}

public function map($model): array
{
$model->transaction_number = $model->recurable->number;

return parent::map($model);
}

public function fields(): array
{
return [
'recurable_type',
'transaction_number',
'frequency',
'interval',
'started_at',
'status',
'limit_by',
'limit_count',
'auto_send',
];
}
}
53 changes: 53 additions & 0 deletions app/Exports/Banking/Sheets/RecurringTransactions.php
@@ -0,0 +1,53 @@
<?php

namespace App\Exports\Banking\Sheets;

use App\Abstracts\Export;
use App\Models\Banking\Transaction as Model;
use Maatwebsite\Excel\Concerns\WithColumnFormatting;
use PhpOffice\PhpSpreadsheet\Style\NumberFormat;

class RecurringTransactions extends Export implements WithColumnFormatting
{
public function collection()
{
return Model::with('account', 'category', 'contact', 'document')->isRecurring()->cursor();
}

public function map($model): array
{
$model->account_name = $model->account->name;
$model->contact_email = $model->contact->email;
$model->category_name = $model->category->name;
$model->invoice_bill_number = $model->document->document_number ?? 0;

return parent::map($model);
}

public function fields(): array
{
return [
'type',
'number',
'paid_at',
'amount',
'currency_code',
'currency_rate',
'account_name',
'invoice_bill_number',
'contact_email',
'category_name',
'description',
'payment_method',
'reference',
'reconciled',
];
}

public function columnFormats(): array
{
return [
'C' => NumberFormat::FORMAT_DATE_YYYYMMDD,
];
}
}
43 changes: 40 additions & 3 deletions app/Http/Controllers/Banking/RecurringTransactions.php
Expand Up @@ -3,7 +3,10 @@
namespace App\Http\Controllers\Banking;

use App\Abstracts\Http\Controller;
use App\Exports\Banking\RecurringTransactions as Export;
use App\Http\Requests\Banking\Transaction as Request;
use App\Http\Requests\Common\Import as ImportRequest;
use App\Imports\Banking\RecurringTransactions as Import;
use App\Jobs\Banking\CreateTransaction;
use App\Jobs\Banking\UpdateTransaction;
use App\Models\Banking\Account;
Expand Down Expand Up @@ -97,7 +100,7 @@ public function store(Request $request)
if ($response['success']) {
$response['redirect'] = route('recurring-transactions.show', $response['data']->id);

$message = trans('messages.success.added', ['type' => trans_choice('general.transactions', 1)]);
$message = trans('messages.success.added', ['type' => trans_choice('general.recurring_transactions', 1)]);

flash($message)->success();
} else {
Expand All @@ -122,13 +125,37 @@ public function duplicate(Transaction $recurring_transaction)
{
$clone = $recurring_transaction->duplicate();

$message = trans('messages.success.duplicated', ['type' => trans_choice('general.transactions', 1)]);
$message = trans('messages.success.duplicated', ['type' => trans_choice('general.recurring_transactions', 1)]);

flash($message)->success();

return redirect()->route('recurring-transactions.edit', $clone->id);
}

/**
* Import the specified resource.
*
* @param ImportRequest $request
*
* @return Response
*/
public function import(ImportRequest $request)
{
$response = $this->importExcel(new Import, $request, trans_choice('general.recurring_transactions', 2));

if ($response['success']) {
$response['redirect'] = route('recurring-transactions.index');

flash($response['message'])->success();
} else {
$response['redirect'] = route('import.create', ['banking', 'recurring-transactions']);

flash($response['message'])->error()->important();
}

return response()->json($response);
}

/**
* Show the form for editing the specified resource.
*
Expand Down Expand Up @@ -174,7 +201,7 @@ public function update(Transaction $recurring_transaction, Request $request)
if ($response['success']) {
$response['redirect'] = route('recurring-transactions.show', $recurring_transaction->id);

$message = trans('messages.success.updated', ['type' => trans_choice('general.transactions', 1)]);
$message = trans('messages.success.updated', ['type' => trans_choice('general.recurring_transactions', 1)]);

flash($message)->success();
} else {
Expand All @@ -187,6 +214,16 @@ public function update(Transaction $recurring_transaction, Request $request)

return response()->json($response);
}

/**
* Export the specified resource.
*
* @return Response
*/
public function export()
{
return $this->exportExcel(new Export, trans_choice('general.recurring_transactions', 2));
}

/**
* End recurring template.
Expand Down
18 changes: 18 additions & 0 deletions app/Imports/Banking/RecurringTransactions.php
@@ -0,0 +1,18 @@
<?php

namespace App\Imports\Banking;

use App\Abstracts\ImportMultipleSheets;
use App\Imports\Banking\Sheets\Recurring;
use App\Imports\Banking\Sheets\RecurringTransactions as Base;

class RecurringTransactions extends ImportMultipleSheets
{
public function sheets(): array
{
return [
'recurring_transactions' => new Base(),
'recurring' => new Recurring(),
];
}
}
24 changes: 24 additions & 0 deletions app/Imports/Banking/Sheets/Recurring.php
@@ -0,0 +1,24 @@
<?php

namespace App\Imports\Banking\Sheets;

use App\Abstracts\Import;
use App\Models\Banking\Transaction;
use App\Models\Common\Recurring as Model;

class Recurring extends Import
{
public function model(array $row)
{
return new Model($row);
}

public function map($row): array
{
$row = parent::map($row);

$row['recurable_id'] = (int) Transaction::isRecurring()->number($row['transaction_number'])->pluck('id')->first();

return $row;
}
}
38 changes: 38 additions & 0 deletions app/Imports/Banking/Sheets/RecurringTransactions.php
@@ -0,0 +1,38 @@
<?php

namespace App\Imports\Banking\Sheets;

use App\Abstracts\Import;
use App\Models\Document\Document;
use App\Models\Banking\Transaction as Model;
use App\Http\Requests\Banking\Transaction as Request;

class RecurringTransactions extends Import
{
public $request_class = Request::class;

public function model(array $row)
{
return new Model($row);
}

public function map($row): array
{
$row = parent::map($row);

$transaction_type = str_replace('-recurring', '', $row['type']);

$row['currency_code'] = $this->getCurrencyCode($row);
$row['account_id'] = $this->getAccountId($row);
$row['category_id'] = $this->getCategoryId($row, $transaction_type);
$row['contact_id'] = $this->getContactId($row, $transaction_type);

if ($transaction_type == 'income') {
$row['document_id'] = Document::invoiceRecurring()->number($row['invoice_bill_number'])->pluck('id')->first();
} else {
$row['document_id'] = Document::billRecurring()->number($row['invoice_bill_number'])->pluck('id')->first();
}

return $row;
}
}
46 changes: 35 additions & 11 deletions resources/views/banking/recurring_transactions/index.blade.php
Expand Up @@ -21,6 +21,24 @@
@endcan
</x-slot>

<x-slot name="moreButtons">
<x-dropdown id="dropdown-more-actions">
<x-slot name="trigger">
<span class="material-icons pointer-events-none">more_horiz</span>
</x-slot>

@can('create-banking-transactions')
<x-dropdown.link href="{{ route('import.create', ['banking', 'recurring-transactions']) }}">
{{ trans('import.import') }}
</x-dropdown.link>
@endcan

<x-dropdown.link href="{{ route('recurring-transactions.export', request()->input()) }}">
{{ trans('general.export') }}
</x-dropdown.link>
</x-dropdown>
</x-slot>

<x-slot name="content">
@if ($transactions->count() || request()->get('search', false))
<x-index.container>
Expand Down Expand Up @@ -141,23 +159,29 @@
<x-empty-page
group="banking"
page="recurring_templates"
hide-button-import
permission-create="create-banking-transactions"
:buttons="[
[
'url' => route('recurring-transactions.create', ['type' => 'income-recurring']),
'permission' => 'create-banking-transactions',
'text' => trans('general.title.new', ['type' => trans_choice('general.recurring_incomes', 1)]),
'description' => '',
'active_badge' => true,
'url' => route('recurring-transactions.create', ['type' => 'income-recurring']),
'permission' => 'create-banking-transactions',
'text' => trans('general.title.new', ['type' => trans_choice('general.recurring_incomes', 1)]),
'description' => '',
'active_badge' => true,
],
[
'url' => route('recurring-transactions.create', ['type' => 'expense-recurring']),
'permission' => 'create-banking-transactions',
'text' => trans('general.title.new', ['type' => trans_choice('general.recurring_expenses', 1)]),
'description' => '',
'active_badge' => true,
'url' => route('recurring-transactions.create', ['type' => 'expense-recurring']),
'permission' => 'create-banking-transactions',
'text' => trans('general.title.new', ['type' => trans_choice('general.recurring_expenses', 1)]),
'description' => '',
'active_badge' => true,
],
[
'url' => route('import.create', ['banking', 'recurring-transactions']),
'permission' => 'create-banking-transactions',
'text' => trans('import.title', ['type' => trans_choice('general.recurring_transactions', 2)]),
'description' => trans('general.empty.actions.import', ['type' => strtolower(trans_choice('general.recurring_transactions', 2))]),
'active_badge' => false,
],
]"
/>
@endif
Expand Down

0 comments on commit f2ec9ff

Please sign in to comment.