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accounting Reports

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This commit is contained in:
Thanakorn S
2026-05-23 15:07:11 +07:00
parent f4ef776e9c
commit 65e9c1668d
10 changed files with 310 additions and 52 deletions
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app/accounting/pl_statement.php
+60 -8
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@@ -40,10 +40,22 @@
<i class="ti ti-search me-1"></i>Run
</button>
</div>
<div class="col ms-auto d-flex align-items-end justify-content-end">
<button class="btn btn-outline-secondary btn-sm" onclick="window.print()">
<i class="ti ti-printer me-1"></i>Print
</button>
<div class="col-auto">
<div class="dropdown">
<a href="#" role="button" class="btn btn-outline-secondary btn-sm text-nowrap" data-bs-toggle="dropdown" aria-expanded="false">
<i class="ti ti-download me-1"></i>Export
</a>
<div class="dropdown-menu dropdown-menu-end p-0" style="min-width:160px;">
<div class="d-flex gap-3 align-items-center border-bottom px-3 py-3">
<i class="ti ti-download"></i><div><h4 class="mb-0 small">Export</h4></div>
</div>
<div class="p-3 d-flex flex-column gap-1 small lh-lg">
<a href="javascript:;" class="ac-export-link" onclick="export_report('csv')"><i class="ti ti-file-type-csv me-2"></i>CSV</a>
<a href="javascript:;" class="ac-export-link" onclick="export_report('xlsx')"><i class="ti ti-file-type-xls me-2"></i>Excel</a>
<a href="javascript:;" class="ac-export-link" onclick="export_report('pdf')"><i class="ti ti-file-type-pdf me-2"></i>PDF</a>
</div>
</div>
</div>
</div>
</div>
</div>
@@ -59,6 +71,7 @@
<?php require '../include_ending.php'; ?>
<script>
var export_data = [];
var now = new Date();
var curMonth = now.getFullYear() + '-' + String(now.getMonth()+1).padStart(2,'0');
document.getElementById('f_from').value = curMonth + '-01';
@@ -88,8 +101,9 @@
var from = document.getElementById('f_from').value;
var to = document.getElementById('f_to').value;
var dept = document.getElementById('f_department').value || '0';
if (!from || !to) { alert('Select both dates.'); return; }
if (!from || !to) { bootbox.alert('Select both dates.'); return; }
export_data = [];
document.getElementById('pl_body').innerHTML =
'<div class="card p-5 text-center text-muted"><span class="spinner-border spinner-border-sm me-2"></span>Loading...</div>';
@@ -99,14 +113,24 @@
checkRequired: 0,
noLoading: true,
action: 'read',
from_date: from,
to_date: to,
department_id: dept,
data: { from_date: from, to_date: to, department_id: dept },
onSuccess: function(res) {
var d = res.output;
var rows = d.rows || [];
var revenues = rows.filter(function(r){ return r.account_type === 'revenue'; });
var expenses = rows.filter(function(r){ return r.account_type === 'expense'; });
export_data = [];
revenues.forEach(function(r) {
export_data.push({ section:'Revenue', code:r.account_code, account:r.account_name,
debit:r.total_debit, credit:r.total_credit,
net: parseFloat(r.total_credit) - parseFloat(r.total_debit) });
});
expenses.forEach(function(r) {
export_data.push({ section:'Expense', code:r.account_code, account:r.account_name,
debit:r.total_debit, credit:r.total_credit,
net: parseFloat(r.total_debit) - parseFloat(r.total_credit) });
});
export_data.push({ section:'', code:'', account:'Net Profit / (Loss)', debit:'', credit:'', net: d.net_profit });
function section_rows(items, is_revenue) {
if (items.length === 0) return '<tr><td colspan="3" class="text-muted small ps-4">No entries.</td></tr>';
@@ -154,7 +178,35 @@
}
});
}
function export_report(format) {
if (export_data.length === 0) { bootbox.alert('No data to export. Run the report first.'); return; }
var from = document.getElementById('f_from').value;
var to = document.getElementById('f_to').value;
var filename = 'pl_statement_' + from + '_' + to;
if (format === 'csv') {
alasql('SELECT * INTO CSV("' + filename + '.csv",{headers:true}) FROM ?', [export_data]);
} else if (format === 'xlsx') {
alasql('SELECT * INTO XLSX("' + filename + '.xlsx",{headers:true}) FROM ?', [export_data]);
} else if (format === 'pdf') {
var { jsPDF } = window.jspdf;
var doc = new jsPDF();
doc.setFontSize(11);
doc.text('Profit & Loss Statement ' + from + ' to ' + to, 14, 14);
doc.autoTable({
startY: 20,
head: [['Section','Code','Account','Debit','Credit','Net']],
body: export_data.map(function(r){ return [r.section,r.code,r.account,r.debit,r.credit,r.net]; }),
styles: { fontSize: 8 },
headStyles: { fillColor: [41,128,185] },
});
doc.save(filename + '.pdf');
}
}
</script>
<script src="https://cdnjs.cloudflare.com/ajax/libs/xlsx/0.18.5/xlsx.full.min.js"></script>
<script src="https://cdnjs.cloudflare.com/ajax/libs/jspdf/2.5.1/jspdf.umd.min.js"></script>
<script src="https://cdnjs.cloudflare.com/ajax/libs/jspdf-autotable/3.8.2/jspdf.plugin.autotable.min.js"></script>
</body>
</html>