Invoice summary improvements

app/User.php

@@ -6,15 +6,16 @@ use Illuminate\Notifications\Notifiable;
 use Illuminate\Foundation\Auth\User as Authenticatable;
 use Illuminate\Support\Collection;
 use Illuminate\Database\Eloquent\Collection as DatabaseCollection;
+use Illuminate\Support\Facades\DB;
 use Laravel\Passport\HasApiTokens;
 
 use Leenooks\Carbon;
 use Leenooks\Traits\UserSwitch;
-use App\Notifications\ResetPassword as ResetPasswordNotification;
-use App\Models\Site;
-use App\Models\Service;
 use Spinen\QuickBooks\HasQuickBooksToken;
 
+use App\Notifications\ResetPassword as ResetPasswordNotification;
+use App\Models\{Invoice,Payment,Site,Service};
+
 class User extends Authenticatable
 {
 	use HasApiTokens,Notifiable,UserSwitch,HasQuickBooksToken;
@@ -506,6 +507,113 @@ class User extends Authenticatable
 		return $result;
 	}
 
+	/**
+	 * Return an SQL query that will return a list of invoices
+	 *
+	 * @return \Illuminate\Database\Query\Builder
+	 */
+	private function query_invoice_items()
+	{
+		return DB::table('ab_invoice_item')
+			->select([
+				'invoice_id',
+				DB::raw('ab_invoice_item.id AS invoice_item_id'),
+				DB::raw('IFNULL(ab_invoice_item.discount_amt,0) AS discount'),
+				DB::raw('ROUND(CAST(quantity*price_base AS decimal(8,2)),2) AS base'),
+				DB::raw('ROUND(ab_invoice_item_tax.amount,2) AS tax'),
+
+			])
+			->join('ab_invoice_item_tax',['ab_invoice_item_tax.invoice_item_id'=>'ab_invoice_item.id'])
+			->where('active',TRUE);
+	}
+
+	/**
+	 * Return an SQL query that will return payment summaries by invoices.
+	 *
+	 * @return \Illuminate\Database\Query\Builder
+	 */
+	private function query_payment_items()
+	{
+		return DB::table('ab_payment_item')
+			->select([
+				'payment_id',
+				'invoice_id',
+				DB::raw('SUM(alloc_amt) AS allocate'),
+			])
+			->where('alloc_amt','>',0)
+			->groupBy(['invoice_id','payment_id']);
+	}
+
+	/**
+	 * Return an SQL query that will summarise invoices with payments
+	 *
+	 * @return \Illuminate\Database\Query\Builder
+	 */
+	public function query_invoice_summary()
+	{
+		$invoices = (new Invoice)
+			->select([
+				'invoice_id',
+				DB::raw('SUM(discount) AS discount'),
+				DB::raw('SUM(base) AS base'),
+				DB::raw('SUM(tax) AS tax'),
+				DB::raw('ROUND(SUM(base)+SUM(tax)-SUM(discount),2) AS total'),
+				DB::raw('false AS payments'),
+				DB::raw('false AS payment_fees'),
+			])
+			->from($this->query_invoice_items(),'II')
+			->join('ab_invoice',['ab_invoice.id'=>'II.invoice_id'])
+			->whereIN('account_id',$this->all_accounts()->pluck('id')->unique()->toArray())
+			->where('ab_invoice.active',TRUE)
+			->groupBy(['invoice_id']);
+
+		$payments = (new Payment)
+			->select([
+				'invoice_id',
+				DB::raw('false AS discount'),
+				DB::raw('false AS base'),
+				DB::raw('false AS tax'),
+				DB::raw('false AS total'),
+				DB::raw('SUM(allocate) AS payments'),
+				DB::raw('SUM(fees_amt) AS payment_fees'),
+			])
+			->from($this->query_payment_items(),'PI')
+			->join('ab_payment',['ab_payment.id'=>'PI.payment_id'])
+			->whereIN('account_id',$this->all_accounts()->pluck('id')->unique()->toArray())
+			//->where('ab_payment.active',TRUE) // @todo To implement
+			->groupBy(['invoice_id']);
+
+		$summary = (new Invoice)
+			->select([
+				'invoice_id',
+				DB::raw('SUM(discount) AS discount'),
+				DB::raw('SUM(base) AS invoice_base'),
+				DB::raw('SUM(tax) AS invoice_tax'),
+				DB::raw('SUM(total) AS invoice_total'),
+				DB::raw('SUM(payments) AS payments'),
+				DB::raw('SUM(payment_fees) AS payment_fees'),
+			])
+			->from($invoices->unionAll($payments),'invoices')
+			->groupBy(['invoice_id']);
+
+		 return (new Invoice)
+			->select([
+				'account_id',
+				'id',
+				'due_date',
+				'date_orig',
+				'discount',
+				'invoice_base',
+				'invoice_tax',
+				'invoice_total',
+				'payments',
+				'payment_fees',
+				DB::raw('ROUND(invoice_total-payments,2) AS balance'),
+			])
+			->join('ab_invoice',['ab_invoice.id'=>'invoice_id'])
+			->from($summary,'summary');
+	}
+
 	public function role()
 	{
 		// If I have agents and no parent, I am the wholesaler