added import and export recurring transactions
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28
app/Exports/Banking/RecurringTransactions.php
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28
app/Exports/Banking/RecurringTransactions.php
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<?php
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namespace App\Exports\Banking;
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use App\Exports\Banking\Sheets\Recurring;
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use App\Exports\Banking\Sheets\RecurringTransactions as Base;
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use Maatwebsite\Excel\Concerns\Exportable;
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use Maatwebsite\Excel\Concerns\WithMultipleSheets;
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class RecurringTransactions implements WithMultipleSheets
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{
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use Exportable;
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public $ids;
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public function __construct($ids = null)
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{
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$this->ids = $ids;
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}
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public function sheets(): array
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{
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return [
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new Recurring($this->ids),
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new Base($this->ids),
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];
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}
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}
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36
app/Exports/Banking/Sheets/Recurring.php
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36
app/Exports/Banking/Sheets/Recurring.php
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<?php
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namespace App\Exports\Banking\Sheets;
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use App\Abstracts\Export;
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use App\Models\Common\Recurring as Model;
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class Recurring extends Export
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{
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public function collection()
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{
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return Model::transaction()->cursor();
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}
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public function map($model): array
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{
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$model->transaction_number = $model->recurable->number;
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return parent::map($model);
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}
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public function fields(): array
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{
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return [
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'recurable_type',
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'transaction_number',
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'frequency',
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'interval',
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'started_at',
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'status',
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'limit_by',
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'limit_count',
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'auto_send',
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];
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}
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}
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53
app/Exports/Banking/Sheets/RecurringTransactions.php
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53
app/Exports/Banking/Sheets/RecurringTransactions.php
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<?php
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namespace App\Exports\Banking\Sheets;
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use App\Abstracts\Export;
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use App\Models\Banking\Transaction as Model;
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use Maatwebsite\Excel\Concerns\WithColumnFormatting;
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use PhpOffice\PhpSpreadsheet\Style\NumberFormat;
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class RecurringTransactions extends Export implements WithColumnFormatting
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{
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public function collection()
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{
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return Model::with('account', 'category', 'contact', 'document')->isRecurring()->cursor();
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}
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public function map($model): array
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{
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$model->account_name = $model->account->name;
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$model->contact_email = $model->contact->email;
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$model->category_name = $model->category->name;
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$model->invoice_bill_number = $model->document->document_number ?? 0;
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return parent::map($model);
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}
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public function fields(): array
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{
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return [
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'type',
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'number',
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'paid_at',
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'amount',
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'currency_code',
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'currency_rate',
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'account_name',
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'invoice_bill_number',
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'contact_email',
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'category_name',
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'description',
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'payment_method',
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'reference',
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'reconciled',
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];
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}
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public function columnFormats(): array
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{
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return [
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'C' => NumberFormat::FORMAT_DATE_YYYYMMDD,
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];
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}
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}
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@ -3,7 +3,10 @@
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namespace App\Http\Controllers\Banking;
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use App\Abstracts\Http\Controller;
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use App\Exports\Banking\RecurringTransactions as Export;
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use App\Http\Requests\Banking\Transaction as Request;
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use App\Http\Requests\Common\Import as ImportRequest;
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use App\Imports\Banking\RecurringTransactions as Import;
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use App\Jobs\Banking\CreateTransaction;
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use App\Jobs\Banking\UpdateTransaction;
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use App\Models\Banking\Account;
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@ -97,7 +100,7 @@ class RecurringTransactions extends Controller
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if ($response['success']) {
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$response['redirect'] = route('recurring-transactions.show', $response['data']->id);
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$message = trans('messages.success.added', ['type' => trans_choice('general.transactions', 1)]);
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$message = trans('messages.success.added', ['type' => trans_choice('general.recurring_transactions', 1)]);
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flash($message)->success();
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} else {
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@ -122,13 +125,37 @@ class RecurringTransactions extends Controller
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{
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$clone = $recurring_transaction->duplicate();
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$message = trans('messages.success.duplicated', ['type' => trans_choice('general.transactions', 1)]);
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$message = trans('messages.success.duplicated', ['type' => trans_choice('general.recurring_transactions', 1)]);
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flash($message)->success();
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return redirect()->route('recurring-transactions.edit', $clone->id);
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}
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/**
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* Import the specified resource.
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*
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* @param ImportRequest $request
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*
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* @return Response
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*/
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public function import(ImportRequest $request)
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{
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$response = $this->importExcel(new Import, $request, trans_choice('general.recurring_transactions', 2));
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if ($response['success']) {
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$response['redirect'] = route('recurring-transactions.index');
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flash($response['message'])->success();
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} else {
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$response['redirect'] = route('import.create', ['banking', 'recurring-transactions']);
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flash($response['message'])->error()->important();
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}
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return response()->json($response);
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}
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/**
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* Show the form for editing the specified resource.
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*
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@ -174,7 +201,7 @@ class RecurringTransactions extends Controller
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if ($response['success']) {
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$response['redirect'] = route('recurring-transactions.show', $recurring_transaction->id);
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$message = trans('messages.success.updated', ['type' => trans_choice('general.transactions', 1)]);
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$message = trans('messages.success.updated', ['type' => trans_choice('general.recurring_transactions', 1)]);
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flash($message)->success();
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} else {
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@ -188,6 +215,16 @@ class RecurringTransactions extends Controller
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return response()->json($response);
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}
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/**
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* Export the specified resource.
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*
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* @return Response
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*/
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public function export()
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{
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return $this->exportExcel(new Export, trans_choice('general.recurring_transactions', 2));
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}
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/**
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* End recurring template.
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*
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18
app/Imports/Banking/RecurringTransactions.php
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18
app/Imports/Banking/RecurringTransactions.php
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<?php
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namespace App\Imports\Banking;
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use App\Abstracts\ImportMultipleSheets;
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use App\Imports\Banking\Sheets\Recurring;
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use App\Imports\Banking\Sheets\RecurringTransactions as Base;
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class RecurringTransactions extends ImportMultipleSheets
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{
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public function sheets(): array
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{
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return [
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'recurring_transactions' => new Base(),
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'recurring' => new Recurring(),
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];
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}
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}
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24
app/Imports/Banking/Sheets/Recurring.php
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24
app/Imports/Banking/Sheets/Recurring.php
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<?php
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namespace App\Imports\Banking\Sheets;
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use App\Abstracts\Import;
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use App\Models\Banking\Transaction;
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use App\Models\Common\Recurring as Model;
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class Recurring extends Import
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{
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public function model(array $row)
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{
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return new Model($row);
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}
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public function map($row): array
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{
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$row = parent::map($row);
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$row['recurable_id'] = (int) Transaction::isRecurring()->number($row['transaction_number'])->pluck('id')->first();
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return $row;
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}
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}
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38
app/Imports/Banking/Sheets/RecurringTransactions.php
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38
app/Imports/Banking/Sheets/RecurringTransactions.php
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<?php
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namespace App\Imports\Banking\Sheets;
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use App\Abstracts\Import;
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use App\Models\Document\Document;
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use App\Models\Banking\Transaction as Model;
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use App\Http\Requests\Banking\Transaction as Request;
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class RecurringTransactions extends Import
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{
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public $request_class = Request::class;
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public function model(array $row)
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{
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return new Model($row);
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}
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public function map($row): array
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{
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$row = parent::map($row);
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$transaction_type = str_replace('-recurring', '', $row['type']);
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$row['currency_code'] = $this->getCurrencyCode($row);
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$row['account_id'] = $this->getAccountId($row);
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$row['category_id'] = $this->getCategoryId($row, $transaction_type);
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$row['contact_id'] = $this->getContactId($row, $transaction_type);
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if ($transaction_type == 'income') {
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$row['document_id'] = Document::invoiceRecurring()->number($row['invoice_bill_number'])->pluck('id')->first();
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} else {
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$row['document_id'] = Document::billRecurring()->number($row['invoice_bill_number'])->pluck('id')->first();
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}
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return $row;
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}
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}
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@ -21,6 +21,24 @@
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@endcan
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</x-slot>
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<x-slot name="moreButtons">
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<x-dropdown id="dropdown-more-actions">
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<x-slot name="trigger">
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<span class="material-icons pointer-events-none">more_horiz</span>
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</x-slot>
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@can('create-banking-transactions')
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<x-dropdown.link href="{{ route('import.create', ['banking', 'recurring-transactions']) }}">
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{{ trans('import.import') }}
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</x-dropdown.link>
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@endcan
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<x-dropdown.link href="{{ route('recurring-transactions.export', request()->input()) }}">
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{{ trans('general.export') }}
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</x-dropdown.link>
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</x-dropdown>
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</x-slot>
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<x-slot name="content">
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@if ($transactions->count() || request()->get('search', false))
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<x-index.container>
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@ -141,23 +159,29 @@
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<x-empty-page
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group="banking"
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page="recurring_templates"
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hide-button-import
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permission-create="create-banking-transactions"
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:buttons="[
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[
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'url' => route('recurring-transactions.create', ['type' => 'income-recurring']),
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'permission' => 'create-banking-transactions',
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'text' => trans('general.title.new', ['type' => trans_choice('general.recurring_incomes', 1)]),
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'description' => '',
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'active_badge' => true,
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'url' => route('recurring-transactions.create', ['type' => 'income-recurring']),
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'permission' => 'create-banking-transactions',
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'text' => trans('general.title.new', ['type' => trans_choice('general.recurring_incomes', 1)]),
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'description' => '',
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'active_badge' => true,
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],
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[
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'url' => route('recurring-transactions.create', ['type' => 'expense-recurring']),
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'permission' => 'create-banking-transactions',
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'text' => trans('general.title.new', ['type' => trans_choice('general.recurring_expenses', 1)]),
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'description' => '',
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'active_badge' => true,
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'url' => route('recurring-transactions.create', ['type' => 'expense-recurring']),
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'permission' => 'create-banking-transactions',
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'text' => trans('general.title.new', ['type' => trans_choice('general.recurring_expenses', 1)]),
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'description' => '',
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'active_badge' => true,
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],
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[
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'url' => route('import.create', ['banking', 'recurring-transactions']),
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'permission' => 'create-banking-transactions',
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'text' => trans('import.title', ['type' => trans_choice('general.recurring_transactions', 2)]),
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'description' => trans('general.empty.actions.import', ['type' => strtolower(trans_choice('general.recurring_transactions', 2))]),
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'active_badge' => false,
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],
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]"
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/>
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@endif
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