Files
crmPRO/templates/finances/main-view.php
Jacek Pyziak f3be8e1025 feat: Refactor CRM and Finances modules
- Updated client-edit template to change 'Firma' to 'Nazwa' and added 'Nazwa firmy' input field.
- Modified main-view template to reflect the new naming conventions for clients.
- Enhanced finances main-view to display a list of clients with revenue details.
- Added client selection dropdown in operation-edit template.
- Improved work-time template by adding keyboard shortcut for task confirmation.
- Introduced CrmController for handling client-related actions.
- Created FinancesController to manage finance operations and categories.
- Implemented ClientRepository for client data management.
- Developed FinanceRepository for finance operations and data handling.
2026-02-14 21:30:02 +01:00

310 lines
13 KiB
PHP

<div class="row block-header">
<div class="col-12">
<h2>statystyki <strong>finansowe</strong><? if ( $this -> client_id ): echo ' - ' . \factory\Finances::client_name( $this -> client_id ); endif;?></h2>
<small>Analiza kosztów i przychodów (wg kategorii)</small>
</div>
</div>
<div class="finance-summary">
<div class="column">
<div class="panel panel-tile text-center br-a br-grey">
<div class="panel-body">
<h1 class="fs30 mt5 mbn <?= ( $this -> wallet_summary > 0 ) ? 'text-system' : 'text-danger';?>"><?= \S::number_display( $this -> wallet_summary );?></h1>
</div>
<div class="panel-footer br-t p12">
<span class="fs12">od początku</span>
</div>
</div>
</div>
<div class="column">
<div class="panel panel-tile text-center br-a br-grey">
<div class="panel-body">
<h1 class="fs30 mt5 mbn <?= ( $this -> wallet_summary_this_month > 0 ) ? 'text-system' : 'text-danger';?>"><?= \S::number_display( $this -> wallet_summary_this_month );?></h1>
</div>
<div class="panel-footer br-t p12">
<span class="fs11">suma w tym miesiącu</span>
</div>
</div>
</div>
<div class="column">
<div class="panel panel-tile text-center br-a br-grey">
<div class="panel-body">
<h1 class="fs30 mt5 mbn <?= ( $this -> wallet_income_this_month > 0 ) ? 'text-system' : 'text-danger';?>"><?= \S::number_display( $this -> wallet_income_this_month );?></h1>
</div>
<div class="panel-footer br-t p12">
<span class="fs11">dochody w tym miesiącu</span>
</div>
</div>
</div>
<div class="column">
<div class="panel panel-tile text-center br-a br-grey">
<div class="panel-body">
<h1 class="fs30 mt5 mbn <?= ( $this -> wallet_expenses_this_month > 0 ) ? 'text-system' : 'text-danger';?>"><?= \S::number_display( $this -> wallet_expenses_this_month );?></h1>
</div>
<div class="panel-footer br-t p12">
<span class="fs11">wydatki w tym miesiącu</span>
</div>
</div>
</div>
</div>
<div class="finance-manager">
<div class="column-left">
<div class="clients-list-container">
<div class="finance-clients">
<a href="/finances/main_view/client_clear=true" class="btn btn-sm btn-success mb10" style="display:block;"><i class="fa fa-bars"></i> wszyscy klienci</a>
<? if ( is_array( $this -> clients ) and count( $this -> clients ) ):?>
<table class="table table-sm table-hover mb0" style="background: #FFF; font-size: 12px;">
<thead>
<tr>
<th>Klient</th>
<th class="text-right" style="width: 90px;">Dochód</th>
</tr>
</thead>
<tbody>
<? foreach ( $this -> clients as $client ):?>
<tr class="<?= ( $client['id'] == $this -> client_id ) ? 'table-primary' : '';?>" style="cursor: pointer;" onclick="document.location.href='/finances/main_view/client_id=<?= $client['id'];?>'">
<td><?= $client['firm'];?></td>
<td class="text-right <?= $client['total'] > 0 ? 'text-success' : 'text-danger';?>"><?= \S::number_display( $client['total'] );?></td>
</tr>
<? endforeach;?>
</tbody>
</table>
<? else:?>
<small class="text-muted">Brak operacji z przypisanymi klientami w wybranym okresie.</small>
<? endif;?>
</div>
</div>
</div>
<div class="column-middle">
<div class="flex">
<div class="input-group finance-calendar" style="width: 240px;">
<input type="text" name="date" class="form-control date-range" value="<?= $this->date_from . ' - ' . $this->date_to; ?>" />
</div>
<select class="form-control finance-group" name="group_id">
<? foreach ($this->groups as $group) : ?>
<option value="<?= $group['id']; ?>" <? if ($this->group_id == $group['id']) : ?>selected="selected"
<? endif; ?>><?= $group['name']; ?>
</option>
<? endforeach; ?>
</select>
</div>
<div class="categories">
<table class="table" style="background: #FFF;">
<thead>
<tr>
<th>Kategoria <a href="/finances/category_edit/" class="btn btn-success btn-xs btn-add-category" title="dodaj kategorię"><i class="fa fa-plus"></i></a></th>
<th class="text-right" style="width: 100px;">Koszty</th>
<th class="text-right" style="width: 50px;">Ilość</th>
<th class="text-right" style="width: 100px;">Przychód</th>
<th class="text-right" style="width: 50px;">Ilość</th>
<th class="text-right" style="width: 100px">Dochód</th>
</tr>
</thead>
<tbody>
<? if (is_array($this->categories)) : foreach ($this->categories as $category) : ?>
<? unset($summary_costs);
unset($summary_income); ?>
<tr>
<th colspan="6" class="category-name">
<div class="manage-menu">
<span class="context-menu" data-container-id="category-<?= $category['id'];?>-menu"></span>
<div class="context-menu-container" id="category-<?= $category['id'];?>-menu">
<ul>
<li>
<a href="/finances/category_edit/parent-id=<?= $category['id']; ?>" title="dodaj podkategorię">
Dodaj podkategorię
</a>
</li>
<li>
<a href="#" class="category-delete" category_id="<?= $category['id']; ?>" title="usuń kategorię">
Usuń kategorię
</a>
</li>
</ul>
</div>
</div>
<?= $category['name']; ?>
</th>
</tr>
<? if (is_array($category['subcategories'])) : foreach ($category['subcategories'] as $subcategory) : ?>
<tr>
<td class="pl15 category-name">
<div class="manage-menu">
<span class="context-menu" data-container-id="category-<?= $subcategory['id'];?>-menu"></span>
<div class="context-menu-container" id="category-<?= $subcategory['id'];?>-menu">
<ul>
<li>
<a href="/finances/category_edit/id=<?= $subcategory['id']; ?>" title="edytuj podkategorię">
Edytuj podkategorię
</a>
</li>
<li>
<a href="/finances/operation_edit/category-id=<?= $subcategory['id']; ?>" title="dodaj operację">
Dodaj operację
</a>
</li>
<li>
<a href="/finances/operations_list/category-id=<?= $subcategory['id']; ?>" title="pokaż listę operacji">
Pokaż listę operacji
</a>
</li>
<li>
<a href="#" class="category-delete" category_id="<?= $subcategory['id']; ?>" title="usuń kategorię">
Usuń kategorię
</a>
</li>
</ul>
</div>
</div>
<?= $subcategory['name']; ?>
</td>
<td class="text-right">
<?= \S::number_display( $subcategory['costs'] ); ?>
</td>
<td class="text-right">
<?= $subcategory['costs_count'] * (-1); ?>
</td>
<td class="text-right">
<?= \S::number_display( $subcategory['income'] ); ?>
</td>
<td class="text-right">
<?= $subcategory['income_count']; ?>
</td>
<td class="text-right">
<span><?= \S::number_display( $subcategory['income'] + $subcategory['costs'] );?></span>
</td>
</tr>
<?
$summary_costs += $subcategory['costs'];
$summary_income += $subcategory['income'];
$total_costs += $subcategory['costs'];
$total_income += $subcategory['income'];
?>
<? endforeach;
endif; ?>
<tr>
<th class="text-right">
Razem:
</th>
<th class="text-right">
<?= \S::number_display($summary_costs); ?>
</th>
<th class="text-right" colspan="2">
<?= \S::number_display($summary_income); ?>
</th>
<th class="text-right" colspan="2">
<span class="<? if ( $summary_income + $summary_costs > 0 ):?>text-success<? elseif ( $summary_income + $summary_costs < 0 ):?>text-danger<? endif;?>"><?= \S::number_display( $summary_income + $summary_costs );?></span>
</th>
</tr>
<? endforeach;
endif; ?>
<tr>
<th class="text-right">
Razem:
</th>
<th class="text-right">
<?= \S::number_display($total_costs); ?>
</th>
<th class="text-right" colspan="2">
<?= \S::number_display($total_income); ?>
</th>
<th class="text-right" colspan="2">
<span class="<? if ( $total_income + $total_costs > 0 ):?>text-success<? elseif ( $total_income + $total_costs < 0 ):?>text-danger<? endif;?>"><?= \S::number_display( $total_income + $total_costs );?></span>
</th>
</tr>
</tbody>
</table>
</div>
</div>
<div class="column-right">
<table class="table" style="background: #FFF;">
<thead>
<tr>
<th class="text-right" style="width: 90px;">Data</th>
<th class="text-right" style="width: 100px;">Kwota</th>
<th>Szczegóły</th>
<th></th>
</tr>
</thead>
<tbody>
<? if ( is_array( $this -> operations_list ) ): foreach ( $this -> operations_list as $operation ):?>
<tr>
<td class="text-right nowrap">
<?= $operation['date'];?>
</td>
<td class="text-right <?= $operation['amount'] > 0 ? 'text-success' : 'text-danger';?>">
<?= \S::number_display( $operation['amount'] );?>
</td>
<td>
<?= $operation['name'];?>
<? if ( $operation['description'] ):?>
<br><small><?= $operation['description'];?></small>
<? endif;?>
<br><small><?= \factory\Finances::get_operation_tags( $operation['id'] );?></small>
</td>
<td class="pl15 actions">
<a href="/finances/operation_edit/category-id=<?= $operation['category_id'];?>&operation-id=<?= $operation['id'];?>" title="edytuj operację"><i class="fa fa-cog"></i></a>
<a href="/finances/operation_delete/category-id=<?= $operation['category_id'];?>&operation-id=<?= $operation['id'];?>" class="operation-delete" title="usuń operację"><i class="fa fa-times"></i></a>
</td>
</tr>
<? $total = $total + $operation['amount'];?>
<? endforeach; endif;?>
<tr>
<th class="text-right" colspan='2'>
<?= \S::number_display( $total );?>
</th>
<th colspan="3"></th>
</tr>
</tbody>
</table>
</div>
</div>
<script type="text/javascript">
function menuItemClickListener(menu_item, parent) {}
$(function() {
$('body').on('click', '.category-delete', function() {
var category_id = $(this).attr('category_id');
$.alert({
title: 'Potwierdź',
content: 'Na pewno chcesz usunąć wybraną kategorię',
type: 'orange',
closeIcon: true,
closeIconClass: 'fa fa-close',
typeAnimated: true,
animation: 'opacity',
columnClass: 'col-sm-8',
theme: 'modern',
buttons: {
cancel: {
text: 'Zamknij',
btnClass: 'btn-default',
action: function() {}
},
confirm: {
text: 'Usuń kategorię',
btnClass: 'btn-red',
keys: ['enter'],
action: function() {
document.location.href = '/finances/category_delete/category_id=' + category_id;
}
}
}
});
});
$('body').on('change', '.finance-group', function() {
document.location.href = '/finances/main_view/group-id=' + $(this).val();
});
$('body').on('change', '.date-range', function() {
// replace spaces
var date = $(this).val().replace(/ /g, '_');
document.location.href = '/finances/main_view/dates=' + date;
});
jQuery('body').on('click', '.date-range-icon', function() {
$(this).parents('.input-group').children('input').trigger('click');
});
});
</script>