Restructuring tax period reports
This commit is contained in:
David Bomba
parent
47827a033e
commit
cc4c93db8f
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@ -169,7 +169,7 @@ class InvoiceTransactionEventEntry
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'tax_summary' => [
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'total_taxes' => $invoice->total_taxes,
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'total_paid' => $this->getTotalTaxPaid($invoice),
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'status' => 'adjustment',
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'status' => 'delta',
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'adjustment' => round($invoice->amount - $previous_transaction_event->invoice_amount, 2),
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'tax_adjustment' => round($invoice->total_taxes - $previous_transaction_event->metadata->tax_report->tax_summary->total_taxes,2)
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],
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@ -75,15 +75,30 @@ class TaxPeriodReport extends BaseExport
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$this->is_usa = $this->company->country()->iso_3166_2 == 'US';
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return $this->setAccountingType()
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->setCurrencyFormat()
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->calculateDateRange()
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->initializeData()
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->buildData()
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->writeToSpreadsheet()
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->getXlsFile();
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return
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$this->boot()
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->writeToSpreadsheet()
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->getXlsFile();
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}
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/**
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* boot the main methods
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* that initialize the report
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*
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* @return self
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*/
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public function boot(): self
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{
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$this->setAccountingType()
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->setCurrencyFormat()
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->calculateDateRange()
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->initializeData()
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->buildData();
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return $this;
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}
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private function setAccountingType(): self
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{
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@ -108,16 +123,13 @@ class TaxPeriodReport extends BaseExport
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->whereBetween('date', ['1970-01-01', now()->subMonth()->endOfMonth()->format('Y-m-d')])
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->whereDoesntHave('transaction_events');
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nlog($q->count(). " records to update");
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$q->cursor()
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->each(function($invoice){
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if($invoice->status_id == Invoice::STATUS_SENT){
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nlog($invoice->id. " - ".$invoice->number);
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(new InvoiceTransactionEventEntry())->run($invoice, \Carbon\Carbon::parse($invoice->date)->endOfMonth()->format('Y-m-d'));
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}
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elseif(in_array($invoice->status_id, [Invoice::STATUS_PAID, Invoice::STATUS_PARTIAL])){
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// if($invoice->status_id == Invoice::STATUS_SENT){
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(new InvoiceTransactionEventEntry())->run($invoice, \Carbon\Carbon::parse($invoice->date)->endOfMonth()->format('Y-m-d'));
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// }
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if(in_array($invoice->status_id, [Invoice::STATUS_PAID, Invoice::STATUS_PARTIAL])){
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//Harvest point in time records for cash payments.
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\App\Models\Paymentable::where('paymentable_type', 'invoices')
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@ -144,13 +156,12 @@ class TaxPeriodReport extends BaseExport
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private function resolveQuery()
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{
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nlog($this->start_date. " - ".$this->end_date);
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nlog($this->company->id);
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$query = Invoice::query()
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->withTrashed()
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->with('transaction_events')
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->where('company_id', $this->company->id)
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->where('is_deleted', 0);
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->where('company_id', $this->company->id);
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// ->where('is_deleted', 0);
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if($this->cash_accounting) //accrual
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{
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@ -165,7 +176,7 @@ class TaxPeriodReport extends BaseExport
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else //cash
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{
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$query->whereIn('status_id', [2,3,4])
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$query->whereIn('status_id', [2,3,4,5])
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->whereHas('transaction_events', function ($query) {
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$query->where('event_id', TransactionEvent::INVOICE_UPDATED)
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->whereBetween('period', [$this->start_date, $this->end_date]);
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@ -363,14 +374,15 @@ class TaxPeriodReport extends BaseExport
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$invoice_item_headers = [
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ctrans('texts.invoice_number'),
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ctrans('texts.invoice_date'),
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ctrans('texts.invoice_total'),
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ctrans('texts.paid'),
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ctrans('texts.tax_name'),
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ctrans('texts.tax_rate'),
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ctrans('texts.tax_amount'),
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ctrans('texts.tax_paid'),
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ctrans('texts.taxable_amount'),
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ctrans('texts.tax_amount_paid'),
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ctrans('texts.tax_amount_remaining'),
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ctrans('texts.status'),
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ctrans('texts.tax_nexus'),
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ctrans('texts.tax_rate'),
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];
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if($this->is_usa){
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@ -381,85 +393,306 @@ class TaxPeriodReport extends BaseExport
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$this->data['invoices'] = [$invoice_headers];
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$this->data['invoice_items'] = [$invoice_item_headers];
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$query->cursor()
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->each(function($invoice){
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$query->cursor()->each(function($invoice){
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/** @var TransactionEvent $state */
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$state = $invoice->transaction_events()->where('event_id', $this->cash_accounting ? TransactionEvent::PAYMENT_CASH : TransactionEvent::INVOICE_UPDATED)->whereBetween('period', [$this->start_date, $this->end_date])->orderBy('timestamp', 'desc')->first();
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$adjustments = $invoice->transaction_events()->whereIn('event_id',[TransactionEvent::PAYMENT_REFUNDED, TransactionEvent::PAYMENT_DELETED])->whereBetween('period', [$this->start_date, $this->end_date])->get();
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$state_tax_amount = '';
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$county_tax_amount = '';
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$city_tax_amount = '';
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$district_tax_amount = '';
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// $state = $invoice->transaction_events()->where('event_id', $this->cash_accounting ? TransactionEvent::PAYMENT_CASH : TransactionEvent::INVOICE_UPDATED)->whereBetween('period', [$this->start_date, $this->end_date])->orderBy('timestamp', 'desc')->first();
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// $adjustments = $invoice->transaction_events()->whereIn('event_id',[TransactionEvent::PAYMENT_REFUNDED, TransactionEvent::PAYMENT_DELETED])->whereBetween('period', [$this->start_date, $this->end_date])->get();
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/**
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* If tax_summary->status ==
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*
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* delta: there was a change between this period and the previous period
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* adjustment: there was a payment applied to the invoice
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* cancelled: the invoice was cancelled
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* deleted: the invoice was deleted
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* updated: the invoice was updated
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*/
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if($this->is_usa && ($invoice->tax_data->taxSales ?? false)){
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$state_tax_amount = round(($invoice->tax_data->stateSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
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$county_tax_amount = round(($invoice->tax_data->countySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
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$city_tax_amount = round(($invoice->tax_data->citySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
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$district_tax_amount = round(($invoice->tax_data->districtSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
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$invoice->transaction_events()->whereBetween('period', [$this->start_date, $this->end_date])->orderBy('timestamp', 'desc')
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->cursor()
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->each(function($event) use ($invoice){
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/** @var TransactionEvent $event */
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switch($event->metadata->tax_report->tax_summary->status){
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case 'delta':
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$this->insertInvoiceDelta($event, $invoice);
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break;
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case 'adjustment':
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$this->insertInvoiceAdjustment($event, $invoice);
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break;
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case 'cancelled':
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$this->insertInvoiceCancelled($event, $invoice);
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break;
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case 'deleted':
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$this->insertInvoiceDeleted($event, $invoice);
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break;
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case 'updated':
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$this->insertInvoiceUpdated($event, $invoice);
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break;
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}
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$this->data['invoices'][] = [
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$invoice->number,
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$invoice->date,
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$invoice->amount,
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$state->metadata->tax_report->payment_history?->sum('amount') ?? 0,
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$state->metadata->tax_report->tax_summary->total_taxes,
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$state->metadata->tax_report->tax_summary->total_paid,
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'payable',
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$this->is_usa ? $invoice->tax_data->geoState : '',
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$this->is_usa ? $invoice->tax_data->stateSalesTax : '',
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$state_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCounty : '',
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$this->is_usa ? $invoice->tax_data->countySalesTax : '',
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$county_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCity : '',
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$this->is_usa ? $invoice->tax_data->citySalesTax : '',
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$city_tax_amount,
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$this->is_usa ? $invoice->tax_data->districtSalesTax : '',
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$district_tax_amount,
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];
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$_adjustments = [];
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if($this->is_usa && ($invoice->tax_data->taxSales ?? false)){
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$state_tax_amount = round(($invoice->tax_data->stateSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->adjustment, 2);
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$county_tax_amount = round(($invoice->tax_data->countySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->adjustment, 2);
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$city_tax_amount = round(($invoice->tax_data->citySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->adjustment, 2);
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$district_tax_amount = round(($invoice->tax_data->districtSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->adjustment, 2);
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}
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foreach($adjustments as $adjustment){
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$_adjustments[] = [
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$invoice->number,
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$invoice->date,
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$invoice->amount,
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$state->invoice_paid_to_date,
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$state->metadata->tax_report->tax_summary->total_taxes,
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$state->metadata->tax_report->tax_summary->adjustment,
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'adjustment',
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$this->is_usa ? $invoice->tax_data->geoState : '',
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$this->is_usa ? $invoice->tax_data->stateSalesTax : '',
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$state_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCounty : '',
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$this->is_usa ? $invoice->tax_data->countySalesTax : '',
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$county_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCity : '',
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$this->is_usa ? $invoice->tax_data->citySalesTax : '',
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$city_tax_amount,
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$this->is_usa ? $invoice->tax_data->districtSalesTax : '',
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$district_tax_amount,
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];
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}
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$this->data['invoices'] = array_merge($this->data['invoices'], $_adjustments);
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});
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});
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return $this;
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}
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/**
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* insertInvoiceUpdated
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*
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* record the full invoice amount and tax details for the period
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*
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* @param mixed $state
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* @param mixed $invoice
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* @return void
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*/
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private function insertInvoiceUpdated($state, $invoice)
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{
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$state_tax_amount = '';
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$county_tax_amount = '';
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$city_tax_amount = '';
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$district_tax_amount = '';
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if($this->is_usa && ($invoice->tax_data->taxSales ?? false)){
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$state_tax_amount = round(($invoice->tax_data->stateSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
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$county_tax_amount = round(($invoice->tax_data->countySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
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$city_tax_amount = round(($invoice->tax_data->citySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
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$district_tax_amount = round(($invoice->tax_data->districtSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
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}
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$this->data['invoices'][] = [
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$invoice->number,
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$invoice->date,
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$invoice->amount,
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$state->metadata->tax_report->payment_history?->sum('amount') ?? 0,
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$state->metadata->tax_report->tax_summary->total_taxes,
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$state->metadata->tax_report->tax_summary->total_paid,
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'payable',
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$this->is_usa ? $invoice->tax_data->geoState : '',
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$this->is_usa ? $invoice->tax_data->stateSalesTax : '',
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$state_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCounty : '',
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$this->is_usa ? $invoice->tax_data->countySalesTax : '',
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$county_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCity : '',
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$this->is_usa ? $invoice->tax_data->citySalesTax : '',
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$city_tax_amount,
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$this->is_usa ? $invoice->tax_data->districtSalesTax : '',
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$district_tax_amount,
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];
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foreach($state->metadata->tax_report->tax_details as $tax){
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$this->data['invoice_items'][] = [
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$invoice->number,
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$invoice->date,
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$tax->tax_name,
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$tax->tax_rate,
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$tax->tax_amount,
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$tax->taxable_amount,
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$tax->tax_amount_paid,
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$tax->tax_amount_remaining,
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'payable',
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$this->is_usa ? $invoice->tax_data->geoState : '',
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$this->is_usa ? $invoice->tax_data->stateSalesTax : '',
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];
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}
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}
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/**
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* insertInvoiceDelta
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*
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* record the differential change between the previous period and the current period
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*
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* @param mixed $state
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* @param mixed $invoice
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* @return void
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*/
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private function insertInvoiceDelta($state, $invoice){
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$state_tax_amount = '';
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$county_tax_amount = '';
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$city_tax_amount = '';
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$district_tax_amount = '';
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if($this->is_usa && ($invoice->tax_data->taxSales ?? false)){
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$state_tax_amount = round(($invoice->tax_data->stateSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->tax_adjustment, 2);
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$county_tax_amount = round(($invoice->tax_data->countySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->tax_adjustment, 2);
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$city_tax_amount = round(($invoice->tax_data->citySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->tax_adjustment, 2);
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$district_tax_amount = round(($invoice->tax_data->districtSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->tax_adjustment, 2);
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}
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$this->data['invoices'][] = [
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$invoice->number,
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$invoice->date,
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$invoice->metadata->tax_report->tax_summary->adjustment,
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$state->metadata->tax_report->payment_history?->sum('amount') ?? 0,
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$state->metadata->tax_report->tax_summary->tax_adjustment,
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$state->metadata->tax_report->tax_summary->total_paid,
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'payable',
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$this->is_usa ? $invoice->tax_data->geoState : '',
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$this->is_usa ? $invoice->tax_data->stateSalesTax : '',
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$state_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCounty : '',
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$this->is_usa ? $invoice->tax_data->countySalesTax : '',
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$county_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCity : '',
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$this->is_usa ? $invoice->tax_data->citySalesTax : '',
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$city_tax_amount,
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$this->is_usa ? $invoice->tax_data->districtSalesTax : '',
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$district_tax_amount,
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];
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}
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/**
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* insertInvoiceAdjustment
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*
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* record the payment applied to the invoice
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*
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* @param mixed $state
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* @param mixed $invoice
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* @return void
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*/
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private function insertInvoiceAdjustment($state, $invoice)
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{
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$state_tax_amount = '';
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$county_tax_amount = '';
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$city_tax_amount = '';
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$district_tax_amount = '';
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if($this->is_usa && ($invoice->tax_data->taxSales ?? false)){
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$state_tax_amount = round(($invoice->tax_data->stateSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->adjustment, 2);
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$county_tax_amount = round(($invoice->tax_data->countySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->adjustment, 2);
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$city_tax_amount = round(($invoice->tax_data->citySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->adjustment, 2);
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$district_tax_amount = round(($invoice->tax_data->districtSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->adjustment, 2);
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}
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$this->data['invoices'][] = [
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$invoice->number,
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$invoice->date,
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$invoice->amount,
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$state->invoice_paid_to_date,
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$state->metadata->tax_report->tax_summary->total_taxes,
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$state->metadata->tax_report->tax_summary->adjustment,
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'adjustment',
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$this->is_usa ? $invoice->tax_data->geoState : '',
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$this->is_usa ? $invoice->tax_data->stateSalesTax : '',
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$state_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCounty : '',
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$this->is_usa ? $invoice->tax_data->countySalesTax : '',
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$county_tax_amount,
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$this->is_usa ? $invoice->tax_data->geoCity : '',
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$this->is_usa ? $invoice->tax_data->citySalesTax : '',
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$city_tax_amount,
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$this->is_usa ? $invoice->tax_data->districtSalesTax : '',
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$district_tax_amount,
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];
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}
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/**
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* insertInvoiceCancelled
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*
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* record the invoice was cancelled, the reportable amount here is the
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* paid_to_date amount on the invoice.
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*
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* @param mixed $state
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* @param mixed $invoice
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* @return void
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*/
|
||||
private function insertInvoiceCancelled($state, $invoice)
|
||||
{
|
||||
|
||||
$state_tax_amount = '';
|
||||
$county_tax_amount = '';
|
||||
$city_tax_amount = '';
|
||||
$district_tax_amount = '';
|
||||
|
||||
if($this->is_usa && ($invoice->tax_data->taxSales ?? false)){
|
||||
$state_tax_amount = round(($invoice->tax_data->stateSalesTax / $invoice->tax_data->taxSales) * ($state->invoice_paid_to_date / $state->invoice_amount) * $state->metadata->tax_report->tax_summary->total_paid, 2);
|
||||
$county_tax_amount = round(($invoice->tax_data->countySalesTax / $invoice->tax_data->taxSales) * ($state->invoice_paid_to_date / $state->invoice_amount) * $state->metadata->tax_report->tax_summary->total_paid, 2);
|
||||
$city_tax_amount = round(($invoice->tax_data->citySalesTax / $invoice->tax_data->taxSales) * ($state->invoice_paid_to_date / $state->invoice_amount) * $state->metadata->tax_report->tax_summary->total_paid, 2);
|
||||
$district_tax_amount = round(($invoice->tax_data->districtSalesTax / $invoice->tax_data->taxSales) * ($state->invoice_paid_to_date / $state->invoice_amount) * $state->metadata->tax_report->tax_summary->total_paid, 2);
|
||||
}
|
||||
|
||||
$this->data['invoices'][] = [
|
||||
$invoice->number,
|
||||
$invoice->date,
|
||||
$state->invoice_paid_to_date,
|
||||
$state->metadata->tax_report->payment_history?->sum('amount') ?? 0,
|
||||
($state->invoice_paid_to_date / $state->invoice_amount) * $state->metadata->tax_report->tax_summary->total_taxes,
|
||||
$state->metadata->tax_report->tax_summary->total_paid,
|
||||
'payable',
|
||||
$this->is_usa ? $invoice->tax_data->geoState : '',
|
||||
$this->is_usa ? $invoice->tax_data->stateSalesTax : '',
|
||||
($state->invoice_paid_to_date / $state->invoice_amount) * $state_tax_amount,
|
||||
$this->is_usa ? $invoice->tax_data->geoCounty : '',
|
||||
$this->is_usa ? $invoice->tax_data->countySalesTax : '',
|
||||
($state->invoice_paid_to_date / $state->invoice_amount) * $county_tax_amount,
|
||||
$this->is_usa ? $invoice->tax_data->geoCity : '',
|
||||
$this->is_usa ? $invoice->tax_data->citySalesTax : '',
|
||||
($state->invoice_paid_to_date / $state->invoice_amount) * $city_tax_amount,
|
||||
$this->is_usa ? $invoice->tax_data->districtSalesTax : '',
|
||||
($state->invoice_paid_to_date / $state->invoice_amount) * $district_tax_amount,
|
||||
];
|
||||
}
|
||||
|
||||
/**
|
||||
* insertInvoiceDeleted
|
||||
*
|
||||
* record the invoice was deleted, the reportable amount here is the
|
||||
* negative of the invoice amount and tax details.
|
||||
*
|
||||
* @param mixed $state
|
||||
* @param mixed $invoice
|
||||
* @return void
|
||||
*/
|
||||
private function insertInvoiceDeleted($state, $invoice)
|
||||
{
|
||||
|
||||
$state_tax_amount = '';
|
||||
$county_tax_amount = '';
|
||||
$city_tax_amount = '';
|
||||
$district_tax_amount = '';
|
||||
|
||||
if($this->is_usa && ($invoice->tax_data->taxSales ?? false)){
|
||||
$state_tax_amount = round(($invoice->tax_data->stateSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
|
||||
$county_tax_amount = round(($invoice->tax_data->countySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
|
||||
$city_tax_amount = round(($invoice->tax_data->citySalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
|
||||
$district_tax_amount = round(($invoice->tax_data->districtSalesTax / $invoice->tax_data->taxSales) * $state->metadata->tax_report->tax_summary->total_paid, 2);
|
||||
}
|
||||
|
||||
$this->data['invoices'][] = [
|
||||
$invoice->number,
|
||||
$invoice->date,
|
||||
$invoice->amount * -1,
|
||||
$state->metadata->tax_report->payment_history?->sum('amount') * -1,
|
||||
$state->metadata->tax_report->tax_summary->total_taxes * -1,
|
||||
$state->metadata->tax_report->tax_summary->total_paid * -1,
|
||||
'deleted',
|
||||
$this->is_usa ? $invoice->tax_data->geoState : '',
|
||||
$this->is_usa ? $invoice->tax_data->stateSalesTax : '',
|
||||
$state_tax_amount * -1,
|
||||
$this->is_usa ? $invoice->tax_data->geoCounty : '',
|
||||
$this->is_usa ? $invoice->tax_data->countySalesTax : '',
|
||||
$county_tax_amount * -1,
|
||||
$this->is_usa ? $invoice->tax_data->geoCity : '',
|
||||
$this->is_usa ? $invoice->tax_data->citySalesTax : '',
|
||||
$city_tax_amount * -1,
|
||||
$this->is_usa ? $invoice->tax_data->districtSalesTax : '',
|
||||
$district_tax_amount * -1,
|
||||
];
|
||||
|
||||
return $this;
|
||||
}
|
||||
|
||||
public function getData()
|
||||
{
|
||||
return $this->data;
|
||||
}
|
||||
|
||||
public function getXlsFile()
|
||||
{
|
||||
|
|
|
|||
|
|
@ -22,6 +22,7 @@ use App\Utils\Traits\MakesHash;
|
|||
use App\Models\TransactionEvent;
|
||||
use App\DataMapper\CompanySettings;
|
||||
use App\Factory\InvoiceItemFactory;
|
||||
use App\Services\Report\TaxPeriodReport;
|
||||
use App\Services\Report\TaxSummaryReport;
|
||||
use Illuminate\Routing\Middleware\ThrottleRequests;
|
||||
use App\Listeners\Invoice\InvoiceTransactionEventEntry;
|
||||
|
|
@ -204,6 +205,22 @@ class TaxPeriodReportTest extends TestCase
|
|||
$this->assertEquals('2025-10-31', $invoice->due_date);
|
||||
$this->assertEquals(330, $invoice->balance);
|
||||
$this->assertEquals(30, $invoice->total_taxes);
|
||||
|
||||
$payload = [
|
||||
'start_date' => '2025-10-01',
|
||||
'end_date' => '2025-10-31',
|
||||
'date_range' => 'custom',
|
||||
'is_income_billed' => true,
|
||||
];
|
||||
|
||||
$pl = new TaxPeriodReport($this->company, $payload);
|
||||
$data = $pl->boot()->getData();
|
||||
|
||||
$this->assertNotEmpty($data);
|
||||
|
||||
nlog($data);
|
||||
|
||||
|
||||
}
|
||||
|
||||
}
|
||||
Loading…
Reference in New Issue