File manager

File manager - Edit - /home2/zetasolve/crm.shayantraders.com/scripts/reports.js

Back
let currentReportData = null; let currentMonthYear = ''; document.addEventListener('DOMContentLoaded', () => { // Show Reports link for Admin and Manager only const userRole = localStorage.getItem('role'); if (userRole === 'Admin' \|\| userRole === 'Manager') { const reportsLink = document.getElementById('reportsLink'); if (reportsLink) reportsLink.style.display = 'flex'; } // Set current month as default const today = new Date(); const currentMonth = today.toISOString().slice(0, 7); // YYYY-MM format document.getElementById('monthSelector').value = currentMonth; // Auto-load current month report loadMonthlyReport(); }); async function loadMonthlyReport() { const monthSelector = document.getElementById('monthSelector'); const selectedMonth = monthSelector.value; if (!selectedMonth) { app.showNotification('Please select a month', 'error'); return; } currentMonthYear = selectedMonth; try { // Show loading state document.getElementById('transactionsTableBody').innerHTML = '<tr><td colspan="7" class="loading">Loading report...</td></tr>'; // Fetch monthly report data const reportData = await app.apiGet(`/monthly-report?month_year=${selectedMonth}`); currentReportData = reportData; // Display summary displaySummary(reportData.summary); // Display transactions displayTransactions(reportData.transactions); // Enable download buttons document.getElementById('excelBtn').disabled = false; document.getElementById('pdfBtn').disabled = false; // Show sections document.getElementById('summarySection').style.display = 'grid'; document.getElementById('transactionsSection').style.display = 'block'; // Update month display const monthDate = new Date(selectedMonth + '-01'); const monthName = monthDate.toLocaleDateString('en-US', { month: 'long', year: 'numeric' }); document.getElementById('reportMonthDisplay').textContent = monthName; } catch (error) { console.error('Error loading monthly report:', error); app.showNotification('Failed to load monthly report', 'error'); document.getElementById('transactionsTableBody').innerHTML = '<tr><td colspan="7" class="loading">Failed to load report</td></tr>'; } } function displaySummary(summary) { const netSales = summary.total_sales - summary.total_discounts; document.getElementById('totalSales').textContent = app.formatCurrency(summary.total_sales); document.getElementById('totalTransactions').textContent = summary.total_transactions; document.getElementById('totalDiscounts').textContent = app.formatCurrency(summary.total_discounts); document.getElementById('netSales').textContent = app.formatCurrency(netSales); } function displayTransactions(transactions) { const tbody = document.getElementById('transactionsTableBody'); if (transactions.length === 0) { tbody.innerHTML = '<tr><td colspan="7" class="loading">No transactions found for this month</td></tr>'; return; } tbody.innerHTML = transactions.map(transaction => { const finalTotal = transaction.total_amount - (transaction.discount_amount \|\| 0); const itemsCount = transaction.items.length; const itemsSummary = itemsCount === 1 ? `${transaction.items[0].product_name} (${transaction.items[0].quantity})` : `${itemsCount} items`; return ` <tr class="fade-in"> <td>${app.formatDate(transaction.transaction_date)}</td> <td>${transaction.customer_name}</td> <td><span class="badge badge-${transaction.payment_type.toLowerCase()}">${transaction.payment_type}</span></td> <td>${itemsSummary}</td> <td>${app.formatCurrency(transaction.total_amount)}</td> <td class="text-success">${transaction.discount_percentage > 0 ? `-${transaction.discount_percentage}% (${app.formatCurrency(transaction.discount_amount)})` : '-'}</td> <td><strong>${app.formatCurrency(finalTotal)}</strong></td> </tr> `; }).join(''); } function downloadExcelReport() { if (!currentReportData) { app.showNotification('No report data available', 'error'); return; } try { // Create workbook const wb = XLSX.utils.book_new(); // Summary Sheet const summaryData = [ ['Monthly Sales Report'], ['Month:', currentMonthYear], ['Generated:', new Date().toLocaleString()], [], ['Summary'], ['Total Sales:', currentReportData.summary.total_sales], ['Total Transactions:', currentReportData.summary.total_transactions], ['Total Discounts:', currentReportData.summary.total_discounts], ['Net Sales:', currentReportData.summary.total_sales - currentReportData.summary.total_discounts], ]; const summarySheet = XLSX.utils.aoa_to_sheet(summaryData); XLSX.utils.book_append_sheet(wb, summarySheet, 'Summary'); // Transactions Sheet const transactionsData = [ ['Date', 'Customer', 'Payment Type', 'Items', 'Subtotal', 'Discount %', 'Discount Amount', 'Final Total'] ]; currentReportData.transactions.forEach(transaction => { const finalTotal = transaction.total_amount - (transaction.discount_amount \|\| 0); const itemsList = transaction.items.map(item => `${item.product_name} ${item.flavour} (${item.weight}) x${item.quantity}` ).join('; '); transactionsData.push([ transaction.transaction_date, transaction.customer_name, transaction.payment_type, itemsList, transaction.total_amount, transaction.discount_percentage \|\| 0, transaction.discount_amount \|\| 0, finalTotal ]); }); const transactionsSheet = XLSX.utils.aoa_to_sheet(transactionsData); XLSX.utils.book_append_sheet(wb, transactionsSheet, 'Transactions'); // Detailed Items Sheet const itemsData = [ ['Date', 'Transaction ID', 'Customer', 'Product', 'Flavour', 'Weight', 'Quantity', 'Unit Price', 'Subtotal'] ]; currentReportData.transactions.forEach(transaction => { transaction.items.forEach(item => { itemsData.push([ transaction.transaction_date, transaction.id, transaction.customer_name, item.product_name, item.flavour, item.weight, item.quantity, item.unit_price, item.subtotal ]); }); }); const itemsSheet = XLSX.utils.aoa_to_sheet(itemsData); XLSX.utils.book_append_sheet(wb, itemsSheet, 'Detailed Items'); // Download file const fileName = `Monthly_Report_${currentMonthYear}.xlsx`; XLSX.writeFile(wb, fileName); app.showNotification('Excel report downloaded successfully', 'success'); } catch (error) { console.error('Error generating Excel report:', error); app.showNotification('Failed to generate Excel report', 'error'); } } function downloadPDFReport() { if (!currentReportData) { app.showNotification('No report data available', 'error'); return; } try { const { jsPDF } = window.jspdf; const doc = new jsPDF(); // Title doc.setFontSize(20); doc.text('Monthly Sales Report', 14, 20); // Month and date doc.setFontSize(12); const monthDate = new Date(currentMonthYear + '-01'); const monthName = monthDate.toLocaleDateString('en-US', { month: 'long', year: 'numeric' }); doc.text(`Month: ${monthName}`, 14, 30); doc.text(`Generated: ${new Date().toLocaleString()}`, 14, 37); // Summary section doc.setFontSize(14); doc.text('Summary', 14, 50); doc.setFontSize(11); const netSales = currentReportData.summary.total_sales - currentReportData.summary.total_discounts; doc.text(`Total Sales: PKR ${currentReportData.summary.total_sales.toLocaleString()}`, 14, 58); doc.text(`Total Transactions: ${currentReportData.summary.total_transactions}`, 14, 65); doc.text(`Total Discounts: PKR ${currentReportData.summary.total_discounts.toLocaleString()}`, 14, 72); doc.text(`Net Sales: PKR ${netSales.toLocaleString()}`, 14, 79); // Transactions table doc.setFontSize(14); doc.text('Transactions', 14, 92); const tableData = currentReportData.transactions.map(transaction => { const finalTotal = transaction.total_amount - (transaction.discount_amount \|\| 0); const itemsCount = transaction.items.length; return [ transaction.transaction_date, transaction.customer_name, transaction.payment_type, itemsCount.toString(), `PKR ${transaction.total_amount.toLocaleString()}`, transaction.discount_percentage > 0 ? `${transaction.discount_percentage}%` : '-', `PKR ${finalTotal.toLocaleString()}` ]; }); doc.autoTable({ startY: 97, head: [['Date', 'Customer', 'Payment', 'Items', 'Subtotal', 'Discount', 'Final Total']], body: tableData, theme: 'striped', headStyles: { fillColor: [37, 99, 235] }, styles: { fontSize: 9 }, columnStyles: { 0: { cellWidth: 25 }, 1: { cellWidth: 35 }, 2: { cellWidth: 20 }, 3: { cellWidth: 15 }, 4: { cellWidth: 30 }, 5: { cellWidth: 20 }, 6: { cellWidth: 30 } } }); // Add detailed items on new page if there are transactions if (currentReportData.transactions.length > 0) { doc.addPage(); doc.setFontSize(14); doc.text('Detailed Items', 14, 20); const detailedData = []; currentReportData.transactions.forEach(transaction => { transaction.items.forEach(item => { detailedData.push([ transaction.transaction_date, transaction.customer_name, `${item.product_name} ${item.flavour}`, item.weight, item.quantity.toString(), `PKR ${item.unit_price.toLocaleString()}`, `PKR ${item.subtotal.toLocaleString()}` ]); }); }); doc.autoTable({ startY: 25, head: [['Date', 'Customer', 'Product', 'Weight', 'Qty', 'Price', 'Subtotal']], body: detailedData, theme: 'striped', headStyles: { fillColor: [37, 99, 235] }, styles: { fontSize: 8 }, columnStyles: { 0: { cellWidth: 25 }, 1: { cellWidth: 30 }, 2: { cellWidth: 40 }, 3: { cellWidth: 20 }, 4: { cellWidth: 15 }, 5: { cellWidth: 25 }, 6: { cellWidth: 25 } } }); } // Download PDF const fileName = `Monthly_Report_${currentMonthYear}.pdf`; doc.save(fileName); app.showNotification('PDF report downloaded successfully', 'success'); } catch (error) { console.error('Error generating PDF report:', error); app.showNotification('Failed to generate PDF report', 'error'); } }

| ver. 1.4 | Github | . | PHP 8.1.34 | Generation time: 0.14 | proxy | phpinfo | Settings