Port expense report grouped itemized view + i18n + return types from master
Ports the net behaviour from three master commits into v3.0 as a single change, because v3.0 has already diverged structurally (controller moved from V1/Admin/Report to Company/Report, blade has its own CSS rework using the bundled fonts partial, and v3.0's App\Facades\Pdf replaces Barryvdh\DomPDF\Facade\Pdf). The three source commits are:834b53ea(grouped itemized expenses),e22050bc(DomPDF facade + Pint — adapted to v3.0's App\Facades\Pdf),0e9f18d4(expenses.uncategorized + pdf_expense_group_total_label i18n keys + View|Response return type). Controller: replaces the expenseCategories aggregate fetch with an itemized Expense query ordered by date, groups by category name with expenses.uncategorized fallback, and shares an expenseGroups collection of {name, expenses, total} plus the overall totalExpense. Adds expense_category_id to applyFilters. Updates the docblock return type from JsonResponse to View|Response. Keeps v3.0's App\Facades\Pdf. Blade: replaces the single expenseCategories aggregate table with a per-group itemized table (date / note / amount columns + per-group total line using the new pdf_expense_group_total_label i18n key). Adds the item-table-* CSS classes and removes the old expense-total-table bottom block. lang/en.json: adds expenses.uncategorized = "Uncategorized" and pdf_expense_group_total_label = "Group total:".
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@@ -9,8 +9,9 @@ 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 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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class ExpensesReportController extends Controller
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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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@@ -675,6 +675,7 @@
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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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@@ -1722,6 +1723,7 @@
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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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@@ -134,6 +134,62 @@
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line-height: 21px;
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color: #5851D8;
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}
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/* -- Items Table (grouped itemized expenses) -- */
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.item-table-heading-left {
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font-size: 13.5px;
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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: 13.5px;
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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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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: 13px;
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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: 13px;
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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-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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</head>
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@@ -156,33 +212,27 @@
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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">{{ $group['name'] }}</p>
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<table width="100%" style="margin-bottom:18px;">
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<tr class="item-table-heading-row">
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<th style="width: 15%;" class="text-left item-table-heading-left">@lang('expenses.date')</th>
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<th style="width: 70%;" class="text-left item-table-heading-left">@lang('expenses.note')</th>
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<th style="width: 15%;" class="text-right item-table-heading-right">@lang('expenses.amount')</th>
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</tr>
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@foreach ($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, $currency) !!}</td>
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</tr>
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@endforeach
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</table>
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</div>
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</table>
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<div class="item-table-group-total">
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<p>@lang('pdf_expense_group_total_label') <span style="color: #5851D8;">{!! format_money_pdf($group['total'], $currency) !!}</span></p>
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</div>
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@endforeach
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</div>
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<table class="expense-total-table">
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<tr>
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<td class="expense-total-cell">
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<p class="expense-total">{!! format_money_pdf($totalExpense, $currency) !!}</p>
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</td>
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</tr>
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</table>
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<table class="report-footer">
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<tr>
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<td>
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