displayPremiumPopup(); return; } $page = $args['page'] ?? 'easy-invoice-reports'; // Get report data $report_data = $this->getReportData(); // Display the reports page $this->displayReportsPage( $report_data ); } /** * Display premium popup for reports feature */ private function displayPremiumPopup() { ?>

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checkCapability(); if ( is_wp_error( $error ) ) { wp_die( $error ); } // Get date range filters $start_date = isset( $_GET['start_date'] ) ? sanitize_text_field( $_GET['start_date'] ) : date( 'Y-m-d', strtotime( '-30 days' ) ); $end_date = isset( $_GET['end_date'] ) ? sanitize_text_field( $_GET['end_date'] ) : date( 'Y-m-d' ); // Get repositories $invoice_repository = InvoiceServiceProvider::getInvoiceRepository(); $client_repository = ClientServiceProvider::getClientRepository(); // Get data for reports $summary_stats = $this->getSummaryStats( $invoice_repository, $client_repository, $start_date, $end_date ); $monthly_revenue = $this->getMonthlySummary( $invoice_repository, $start_date, $end_date ); $invoice_status = $this->getInvoiceStatusSummary( $invoice_repository, $start_date, $end_date ); $top_clients = $this->getTopClients( $invoice_repository, $client_repository ); // Generate payment and invoice reports $payment_report = $this->getPaymentReport( $start_date, $end_date ); $invoice_report = $this->getInvoiceReport( $start_date, $end_date ); // Prepare data for JavaScript $reports_data = array( 'monthly_revenue' => $monthly_revenue, 'invoice_status' => $invoice_status, 'payment_report' => $payment_report, 'invoice_report' => $invoice_report, 'start_date' => $start_date, 'end_date' => $end_date, 'ajax_url' => admin_url( 'admin-ajax.php' ), 'nonce' => wp_create_nonce( 'easy_invoice_reports_nonce' ) ); // Localize the script with data wp_localize_script( 'easy-invoice-reports', 'easy_invoice_reports', $reports_data ); // Display the template $this->displayTemplate( EASY_INVOICE_PLUGIN_DIR . 'templates/reports-page.php', [ 'start_date' => $start_date, 'end_date' => $end_date, 'summary_stats' => $summary_stats, 'monthly_revenue' => $monthly_revenue, 'invoice_status' => $invoice_status, 'top_clients' => $top_clients, 'payment_report' => $payment_report, 'invoice_report' => $invoice_report ] ); } /** * Get report data via AJAX * * @since 1.0.0 * @return void */ public function getReportData() { // Only handle AJAX requests if ( ! wp_doing_ajax() ) { return; } // Check nonce if ( ! isset( $_POST['nonce'] ) || ! $this->handleAjaxSecurity( $_POST['nonce'] ) ) { wp_send_json_error( array( 'message' => 'Security verification failed. Please refresh the page and try again.', 'code' => 'invalid_nonce' ) ); return; } $report_type = isset( $_POST['report_type'] ) ? sanitize_text_field( $_POST['report_type'] ) : ''; $start_date = isset( $_POST['start_date'] ) ? sanitize_text_field( $_POST['start_date'] ) : date( 'Y-m-d', strtotime( '-30 days' ) ); $end_date = isset( $_POST['end_date'] ) ? sanitize_text_field( $_POST['end_date'] ) : date( 'Y-m-d' ); // Get repositories $invoice_repository = InvoiceServiceProvider::getInvoiceRepository(); $client_repository = ClientServiceProvider::getClientRepository(); $response = array(); switch ( $report_type ) { case 'monthly_revenue': $response = $this->getMonthlySummary( $invoice_repository, $start_date, $end_date ); break; case 'invoice_status': $response = $this->getInvoiceStatusSummary( $invoice_repository, $start_date, $end_date ); break; case 'top_clients': $response = $this->getTopClients( $invoice_repository, $client_repository ); break; case 'summary_stats': $response = $this->getSummaryStats( $invoice_repository, $client_repository, $start_date, $end_date ); break; case 'payment_report': $response = $this->getPaymentReport( $start_date, $end_date ); break; case 'invoice_report': $response = $this->getInvoiceReport( $start_date, $end_date ); break; default: $response = array( 'error' => 'Invalid report type' ); break; } wp_send_json_success( $response ); } /** * Get summary statistics * * @since 1.0.0 * @param object $invoice_repository Invoice repository * @param object $client_repository Client repository * @param string $start_date Start date * @param string $end_date End date * @return array Summary statistics */ private function getSummaryStats( $invoice_repository, $client_repository, $start_date = '', $end_date = '' ) { try { // Get all invoices $all_invoices = $invoice_repository->all(); $paid_invoices = $invoice_repository->findByStatus( 'paid' ); // Calculate total revenue by currency $revenue_by_currency = []; // First, get all currencies that exist in the system $all_currencies = []; foreach ($all_invoices as $invoice) { $currency_code = $invoice->getCurrencyCode(); // If currency is empty or "global", get the actual currency that was used if (empty($currency_code) || $currency_code === 'global') { // Get the actual currency from invoice meta $actual_currency = get_post_meta($invoice->getId(), '_easy_invoice_currency_code', true); $currency_code = !empty($actual_currency) ? $actual_currency : get_option('easy_invoice_currency_code', 'USD'); } // If currency is still "global", use the global setting if ($currency_code === 'global') { $currency_code = get_option('easy_invoice_currency_code', 'USD'); } // Normalize currency code to uppercase for consistent grouping $currency_code = strtoupper($currency_code); if (!empty($currency_code)) { $all_currencies[$currency_code] = \EasyInvoice\Helpers\CurrencyHelper::getCurrencySymbol($currency_code); } } // Initialize revenue for all currencies found foreach ($all_currencies as $currency_code => $currency_symbol) { $revenue_by_currency[$currency_code] = [ 'amount' => 0, 'symbol' => $currency_symbol ]; } // Sum revenue from paid invoices foreach ($paid_invoices as $invoice) { $currency_code = $invoice->getCurrencyCode(); // If currency is empty or "global", get the actual currency that was used if (empty($currency_code) || $currency_code === 'global') { // Get the actual currency from invoice meta $actual_currency = get_post_meta($invoice->getId(), '_easy_invoice_currency_code', true); $currency_code = !empty($actual_currency) ? $actual_currency : get_option('easy_invoice_currency_code', 'USD'); } // If currency is still "global", use the global setting if ($currency_code === 'global') { $currency_code = get_option('easy_invoice_currency_code', 'USD'); } // Normalize currency code to uppercase for consistent grouping $currency_code = strtoupper($currency_code); if (!empty($currency_code)) { $amount = $invoice->getTotal(); if (!isset($revenue_by_currency[$currency_code])) { $revenue_by_currency[$currency_code] = [ 'amount' => 0, 'symbol' => \EasyInvoice\Helpers\CurrencyHelper::getCurrencySymbol($currency_code) ]; } $revenue_by_currency[$currency_code]['amount'] += $amount; } } // Get other statistics $total_invoices = count($all_invoices); $active_clients = count($client_repository->all()); $avg_payment_time = 30; // Default value, could be calculated from actual payment data return [ 'total_revenue' => $revenue_by_currency, 'total_invoices' => $total_invoices, 'active_clients' => $active_clients, 'avg_payment_time' => $avg_payment_time ]; } catch ( \Exception $e ) { return [ 'total_revenue' => [], 'total_invoices' => 0, 'active_clients' => 0, 'avg_payment_time' => 0 ]; } } /** * Get monthly summary data * * @since 1.0.0 * @param object $invoice_repository Invoice repository * @param string $start_date Optional start date * @param string $end_date Optional end date * @return array Monthly revenue data */ private function getMonthlySummary( $invoice_repository, $start_date = '', $end_date = '' ) { try { // Calculate date range for the last 12 months $current_date = new \DateTime(); $start_date = clone $current_date; $start_date->modify('-11 months'); $start_date->setTime(0, 0, 0); // Initialize monthly revenue array $monthly_revenue = []; // Initialize all months in the range for ($i = 0; $i < 12; $i++) { $month_date = clone $start_date; $month_date->modify("+$i months"); $month_key = $month_date->format('M Y'); $monthly_revenue[$month_key] = []; } // Query payments for the date range $payment_query = new \WP_Query([ 'post_type' => 'easy_invoice_payment', 'post_status' => 'publish', 'meta_query' => [ [ 'key' => '_status', 'value' => ['completed', 'approved', 'paid'], 'compare' => 'IN' ], [ 'key' => '_amount', 'value' => '0', 'compare' => '>' ] ], 'date_query' => [ [ 'after' => $start_date->format('Y-m-d'), 'inclusive' => true ] ], 'posts_per_page' => -1 ]); if ($payment_query->have_posts()) { while ($payment_query->have_posts()) { $payment_query->the_post(); $payment_id = get_the_ID(); $amount = floatval(get_post_meta($payment_id, '_amount', true)); $currency = get_post_meta($payment_id, '_currency', true); $payment_date = get_the_date('Y-m-d', $payment_id); // Handle "global" currency if (empty($currency) || $currency === 'global') { $currency = get_option('easy_invoice_currency_code', 'USD'); } // Normalize currency to uppercase $currency = strtoupper($currency); if ($amount > 0 && !empty($currency)) { $date_obj = new \DateTime($payment_date); $month_key = $date_obj->format('M Y'); if (!isset($monthly_revenue[$month_key][$currency])) { $monthly_revenue[$month_key][$currency] = [ 'amount' => 0, 'symbol' => \EasyInvoice\Helpers\CurrencyHelper::getCurrencySymbol($currency) ]; } $monthly_revenue[$month_key][$currency]['amount'] += $amount; } } wp_reset_postdata(); } return $monthly_revenue; } catch ( \Exception $e ) { return []; } } /** * Get invoice status summary * * @since 1.0.0 * @param object $invoice_repository Invoice repository * @param string $start_date Optional start date * @param string $end_date Optional end date * @return array Invoice status data */ private function getInvoiceStatusSummary( $invoice_repository, $start_date = '', $end_date = '' ) { try { // Get all invoices first $invoices = $invoice_repository->all(); // Filter by date range if provided if (!empty($start_date) || !empty($end_date)) { $filtered_invoices = []; foreach ($invoices as $invoice) { $invoice_date = $invoice->getInvoiceDate(); // If invoice has a date, check if it's within the range if ($invoice_date) { $invoice_timestamp = strtotime($invoice_date); $start_timestamp = !empty($start_date) ? strtotime($start_date) : 0; $end_timestamp = !empty($end_date) ? strtotime($end_date . ' 23:59:59') : PHP_INT_MAX; if ($invoice_timestamp >= $start_timestamp && $invoice_timestamp <= $end_timestamp) { $filtered_invoices[] = $invoice; } } else { // If invoice has no date, include it in the results (don't filter out) $filtered_invoices[] = $invoice; } } $invoices = $filtered_invoices; } $status_counts = [ 'paid' => 0, 'unpaid' => 0, 'overdue' => 0, 'draft' => 0, 'canceled' => 0 ]; foreach ($invoices as $invoice) { $status = $invoice->getStatus(); if (in_array($status, ['paid', 'completed'])) { $status_counts['paid']++; } elseif ($status === 'unpaid') { // Check if overdue $due_date = $invoice->getDueDate(); if ($due_date && strtotime($due_date) < current_time('timestamp')) { $status_counts['overdue']++; } else { $status_counts['unpaid']++; } } elseif ($status === 'draft') { $status_counts['draft']++; } elseif (in_array($status, ['canceled', 'cancelled'])) { $status_counts['canceled']++; } } $total_invoices = count($invoices); $percentages = []; foreach ($status_counts as $status => $count) { $percentages[$status] = $total_invoices > 0 ? round(($count / $total_invoices) * 100) : 0; } return [ 'percentages' => $percentages, 'counts' => $status_counts ]; } catch ( \Exception $e ) { return [ 'percentages' => [], 'counts' => [] ]; } } /** * Get top clients by revenue * * @since 1.0.0 * @param object $invoice_repository Invoice repository * @param object $client_repository Client repository * @param string $start_date Optional start date * @param string $end_date Optional end date * @return array Top clients data */ private function getTopClients( $invoice_repository, $client_repository, $start_date = '', $end_date = '' ) { try { $invoices = $invoice_repository->all(); $clients = $client_repository->all(); $client_revenue = []; foreach ($clients as $client) { $client_id = $client->getId(); $client_revenue[$client_id] = [ 'id' => $client_id, 'name' => $client->getName(), 'email' => $client->getEmail(), 'total_amount' => [], 'total_invoices' => 0, 'last_invoice' => '' ]; } foreach ($invoices as $invoice) { $client_id = $invoice->getClientId(); if (isset($client_revenue[$client_id])) { $amount = $invoice->getTotal(); $currency = $invoice->getCurrencyCode(); // Handle "global" currency if (empty($currency) || $currency === 'global') { $currency = get_option('easy_invoice_currency_code', 'USD'); } // Normalize currency to uppercase $currency = strtoupper($currency); if (!isset($client_revenue[$client_id]['total_amount'][$currency])) { $client_revenue[$client_id]['total_amount'][$currency] = [ 'amount' => 0, 'symbol' => \EasyInvoice\Helpers\CurrencyHelper::getCurrencySymbol($currency) ]; } $client_revenue[$client_id]['total_amount'][$currency]['amount'] += $amount; $client_revenue[$client_id]['total_invoices']++; // Track last invoice date $issue_date = $invoice->getIssueDate(); if ($issue_date && (empty($client_revenue[$client_id]['last_invoice']) || $issue_date > $client_revenue[$client_id]['last_invoice'])) { $client_revenue[$client_id]['last_invoice'] = $issue_date; } } } // Sort by total revenue (USD first, then other currencies) uasort($client_revenue, function($a, $b) { $a_total = isset($a['total_amount']['USD']) ? $a['total_amount']['USD']['amount'] : 0; $b_total = isset($b['total_amount']['USD']) ? $b['total_amount']['USD']['amount'] : 0; return $b_total <=> $a_total; }); // Return top 10 clients return array_slice($client_revenue, 0, 10, true); } catch ( \Exception $e ) { return []; } } /** * Get payment report data * * @since 1.0.0 * @param string $start_date Start date for report * @param string $end_date End date for report * @return array Payment report data */ private function getPaymentReport( $start_date = '', $end_date = '' ) { global $wpdb; $payment_table = $wpdb->prefix . 'posts'; $payment_meta_table = $wpdb->prefix . 'postmeta'; $start = $start_date ? strtotime( $start_date ) : strtotime( '-1 year' ); $end = $end_date ? strtotime( $end_date ) : current_time( 'timestamp' ); // Format dates for SQL query $start_date_formatted = date( 'Y-m-d 00:00:00', $start ); $end_date_formatted = date( 'Y-m-d 23:59:59', $end ); // Query to get payments within date range $query = $wpdb->prepare( "SELECT p.ID, p.post_date, MAX(CASE WHEN pm.meta_key = '_invoice_id' THEN pm.meta_value ELSE NULL END) as invoice_id, MAX(CASE WHEN pm.meta_key = '_amount' THEN pm.meta_value ELSE NULL END) as amount, MAX(CASE WHEN pm.meta_key = '_payment_method' THEN pm.meta_value ELSE NULL END) as payment_method, MAX(CASE WHEN pm.meta_key = '_status' THEN pm.meta_value ELSE NULL END) as status, MAX(CASE WHEN pm.meta_key = '_transaction_id' THEN pm.meta_value ELSE NULL END) as transaction_id, MAX(CASE WHEN pm.meta_key = '_currency' THEN pm.meta_value ELSE NULL END) as currency, MAX(CASE WHEN pm.meta_key = '_currency_symbol' THEN pm.meta_value ELSE NULL END) as currency_symbol FROM $payment_table p LEFT JOIN $payment_meta_table pm ON p.ID = pm.post_id WHERE p.post_type = %s AND p.post_date BETWEEN %s AND %s GROUP BY p.ID ORDER BY p.post_date DESC LIMIT 100", 'easy_invoice_payment', $start_date_formatted, $end_date_formatted ); $payments = $wpdb->get_results( $query, ARRAY_A ); $report_data = [ 'payments' => [], 'total_amount' => 0, 'count' => 0, 'by_method' => [], 'by_status' => [] ]; if ( $payments ) { foreach ( $payments as $payment ) { $payment_method = $payment['payment_method'] ?? 'unknown'; $status = $payment['status'] ?? 'unknown'; $amount = floatval( $payment['amount'] ?? 0 ); $currency = $payment['currency'] ?? 'USD'; $currency_symbol = $payment['currency_symbol'] ?? '$'; // Normalize currency code to uppercase for consistent grouping $currency = strtoupper($currency); // Handle "global" currency by getting the actual global setting if (empty($currency) || strtolower($currency) === 'global') { $currency = get_option('easy_invoice_currency_code', 'USD'); } // Additional check: if currency is still "global" after replacement, use the global setting if (strtolower($currency) === 'global') { $currency = get_option('easy_invoice_currency_code', 'USD'); } // Get proper currency symbol $currency_symbol = \EasyInvoice\Helpers\CurrencyHelper::getCurrencySymbol($currency); // Add to total (we'll handle multi-currency totals separately) $report_data['count']++; // Track by payment method with currency breakdown if ( ! isset( $report_data['by_method'][$payment_method] ) ) { $report_data['by_method'][$payment_method] = [ 'count' => 0, 'amounts_by_currency' => [] ]; } // Initialize currency for this payment method if not exists if ( ! isset( $report_data['by_method'][$payment_method]['amounts_by_currency'][$currency] ) ) { $report_data['by_method'][$payment_method]['amounts_by_currency'][$currency] = [ 'amount' => 0, 'symbol' => $currency_symbol ]; } $report_data['by_method'][$payment_method]['amounts_by_currency'][$currency]['amount'] += $amount; $report_data['by_method'][$payment_method]['count']++; // Track by status with currency breakdown if ( ! isset( $report_data['by_status'][$status] ) ) { $report_data['by_status'][$status] = [ 'count' => 0, 'amounts_by_currency' => [] ]; } // Initialize currency for this status if not exists if ( ! isset( $report_data['by_status'][$status]['amounts_by_currency'][$currency] ) ) { $report_data['by_status'][$status]['amounts_by_currency'][$currency] = [ 'amount' => 0, 'symbol' => $currency_symbol ]; } $report_data['by_status'][$status]['amounts_by_currency'][$currency]['amount'] += $amount; $report_data['by_status'][$status]['count']++; // Get invoice number if available $invoice_number = ''; if ( ! empty( $payment['invoice_id'] ) ) { $invoice_number = get_post_meta( $payment['invoice_id'], '_invoice_number', true ); // Provide a fallback format if no invoice number is found if ( empty( $invoice_number ) ) { $invoice_number = 'INV-' . $payment['invoice_id']; } } // Format payment for report $report_data['payments'][] = [ 'id' => $payment['ID'], 'date' => $payment['post_date'], 'invoice_id' => $payment['invoice_id'], 'invoice_number' => $invoice_number ?: '#' . $payment['invoice_id'], 'amount' => $amount, 'payment_method' => $payment_method, 'status' => $status, 'transaction_id' => $payment['transaction_id'] ?? '', 'currency' => $currency, 'currency_symbol' => $currency_symbol ]; } } return $report_data; } /** * Get invoice report data * * @since 1.0.0 * @param string $start_date Start date for report * @param string $end_date End date for report * @return array Invoice report data */ private function getInvoiceReport( $start_date = '', $end_date = '' ) { global $wpdb; $invoice_table = $wpdb->prefix . 'posts'; $invoice_meta_table = $wpdb->prefix . 'postmeta'; $start = $start_date ? strtotime( $start_date ) : strtotime( '-1 year' ); $end = $end_date ? strtotime( $end_date ) : current_time( 'timestamp' ); // Format dates for SQL query $start_date_formatted = date( 'Y-m-d 00:00:00', $start ); $end_date_formatted = date( 'Y-m-d 23:59:59', $end ); try { // Query to get invoices within date range - using the correct post type "easy_invoice" // First, let's get all invoices without date filtering to see if there are any $query = $wpdb->prepare( "SELECT p.ID, p.post_date, p.post_status, p.post_title, MAX(CASE WHEN pm.meta_key = '_easy_invoice_number' THEN pm.meta_value ELSE NULL END) as invoice_number, MAX(CASE WHEN pm.meta_key = '_easy_invoice_total' THEN pm.meta_value ELSE NULL END) as total, MAX(CASE WHEN pm.meta_key = '_invoice_total' THEN pm.meta_value ELSE NULL END) as invoice_total, MAX(CASE WHEN pm.meta_key = '_payment_status' THEN pm.meta_value ELSE NULL END) as payment_status, MAX(CASE WHEN pm.meta_key = '_easy_invoice_client_id' THEN pm.meta_value ELSE NULL END) as client_id, MAX(CASE WHEN pm.meta_key = '_easy_invoice_issue_date' THEN pm.meta_value ELSE NULL END) as issue_date, MAX(CASE WHEN pm.meta_key = '_easy_invoice_due_date' THEN pm.meta_value ELSE NULL END) as due_date, MAX(CASE WHEN pm.meta_key = '_easy_invoice_currency_code' THEN pm.meta_value ELSE NULL END) as currency_code, MAX(CASE WHEN pm.meta_key = '_currency_code' THEN pm.meta_value ELSE NULL END) as currency_code_alt, MAX(CASE WHEN pm.meta_key = '_easy_invoice_customer_name' THEN pm.meta_value ELSE NULL END) as customer_name, MAX(CASE WHEN pm.meta_key = 'customer_name' THEN pm.meta_value ELSE NULL END) as customer_name_alt, MAX(CASE WHEN pm.meta_key = '_easy_invoice_client_name' THEN pm.meta_value ELSE NULL END) as client_name, MAX(CASE WHEN pm.meta_key = 'client_name' THEN pm.meta_value ELSE NULL END) as client_name_alt FROM $invoice_table p LEFT JOIN $invoice_meta_table pm ON p.ID = pm.post_id WHERE p.post_type = %s GROUP BY p.ID ORDER BY p.post_date DESC LIMIT 100", 'easy_invoice' ); $invoices = $wpdb->get_results( $query, ARRAY_A ); } catch ( \Exception $e ) { $invoices = array(); } $report_data = [ 'invoices' => [], 'count' => 0, 'total_amounts_by_currency' => [], // Track totals by currency 'by_status' => [ 'paid' => ['count' => 0, 'amounts_by_currency' => []], 'unpaid' => ['count' => 0, 'amounts_by_currency' => []], 'overdue' => ['count' => 0, 'amounts_by_currency' => []], 'draft' => ['count' => 0, 'amounts_by_currency' => []], 'canceled' => ['count' => 0, 'amounts_by_currency' => []], 'other' => ['count' => 0, 'amounts_by_currency' => []] ] ]; if ( $invoices ) { foreach ( $invoices as $invoice ) { $payment_status = $invoice['payment_status'] ?? 'unpaid'; // Check multiple possible total fields $total = 0; if ( ! empty( $invoice['total'] ) ) { $total = floatval( $invoice['total'] ); } elseif ( ! empty( $invoice['invoice_total'] ) ) { $total = floatval( $invoice['invoice_total'] ); } // Get currency information $currency_code = $invoice['currency_code'] ?? $invoice['currency_code_alt'] ?? 'USD'; $currency_code = strtoupper($currency_code); // Handle "global" currency by getting the actual global setting if (empty($currency_code) || strtolower($currency_code) === 'global') { $currency_code = get_option('easy_invoice_currency_code', 'USD'); } // Additional check: if currency is still "global" after replacement, use the global setting if (strtolower($currency_code) === 'global') { $currency_code = get_option('easy_invoice_currency_code', 'USD'); } $currency_symbol = \EasyInvoice\Helpers\CurrencyHelper::getCurrencySymbol($currency_code); // Add to count $report_data['count']++; // Map payment statuses to standard categories for report $status_key = 'other'; if ( in_array( $payment_status, ['paid', 'completed'] ) ) { $status_key = 'paid'; } elseif ( $payment_status === 'unpaid' ) { $status_key = 'unpaid'; // Check if overdue if ( ! empty( $invoice['due_date'] ) ) { $due_date = strtotime( $invoice['due_date'] ); if ( $due_date && $due_date < current_time( 'timestamp' ) ) { $status_key = 'overdue'; $payment_status = 'overdue'; } } } elseif ( $invoice['post_status'] === 'draft' ) { $status_key = 'draft'; $payment_status = 'draft'; } elseif ( $payment_status === 'canceled' || $invoice['post_status'] === 'trash' ) { $status_key = 'canceled'; $payment_status = 'canceled'; } // Track by status with currency breakdown if ( ! isset( $report_data['by_status'][$status_key]['amounts_by_currency'][$currency_code] ) ) { $report_data['by_status'][$status_key]['amounts_by_currency'][$currency_code] = [ 'amount' => 0, 'symbol' => $currency_symbol ]; } $report_data['by_status'][$status_key]['amounts_by_currency'][$currency_code]['amount'] += $total; $report_data['by_status'][$status_key]['count']++; // Track overall totals by currency if (!isset($report_data['total_amounts_by_currency'][$currency_code])) { $report_data['total_amounts_by_currency'][$currency_code] = [ 'amount' => 0, 'symbol' => $currency_symbol ]; } $report_data['total_amounts_by_currency'][$currency_code]['amount'] += $total; // Get client name if available - try multiple sources $client_name = ''; // First try the customer_name fields from the query if ( ! empty( $invoice['customer_name'] ) ) { $client_name = $invoice['customer_name']; } elseif ( ! empty( $invoice['customer_name_alt'] ) ) { $client_name = $invoice['customer_name_alt']; } elseif ( ! empty( $invoice['client_name'] ) ) { $client_name = $invoice['client_name']; } elseif ( ! empty( $invoice['client_name_alt'] ) ) { $client_name = $invoice['client_name_alt']; } elseif ( ! empty( $invoice['client_id'] ) ) { // Try to get client from post $client = get_post( $invoice['client_id'] ); if ( $client && $client->post_type === 'easy_invoice_client' ) { $client_name = $client->post_title; } else { // Try to get client name from meta if direct post lookup fails $client_name = get_post_meta( $invoice['client_id'], '_client_name', true ); if ( empty( $client_name ) ) { // Try alternative meta key $client_name = get_post_meta( $invoice['client_id'], 'client_name', true ); } if ( empty( $client_name ) ) { // Try to get client name from invoice meta $client_name = get_post_meta( $invoice['ID'], '_client_name', true ); } if ( empty( $client_name ) ) { // Try customer_name from invoice meta $client_name = get_post_meta( $invoice['ID'], '_easy_invoice_customer_name', true ); } if ( empty( $client_name ) ) { // Try alternative customer name meta keys $client_name = get_post_meta( $invoice['ID'], 'customer_name', true ); } if ( empty( $client_name ) ) { // Try client name from invoice meta $client_name = get_post_meta( $invoice['ID'], '_easy_invoice_client_name', true ); } if ( empty( $client_name ) ) { // Try client name from invoice meta (alternative) $client_name = get_post_meta( $invoice['ID'], 'client_name', true ); } } } // If still no client name, try to get it from the invoice post title or other sources if ( empty( $client_name ) ) { // Try to get from invoice post title if it contains client info $invoice_post = get_post( $invoice['ID'] ); if ( $invoice_post && ! empty( $invoice_post->post_title ) ) { $client_name = $invoice_post->post_title; } } // Format invoice number with fallback $invoice_number = ! empty( $invoice['invoice_number'] ) ? $invoice['invoice_number'] : 'INV-' . $invoice['ID']; // Format invoice for report $report_data['invoices'][] = [ 'id' => $invoice['ID'], 'date' => $invoice['post_date'], 'issue_date' => $invoice['issue_date'] ?? $invoice['post_date'], 'due_date' => $invoice['due_date'] ?? '', 'invoice_number' => $invoice_number, 'total' => $total, 'currency' => $currency_code, 'currency_symbol' => $currency_symbol, 'status' => $payment_status, 'client_id' => $invoice['client_id'] ?? '', 'client_name' => $client_name ]; } } return $report_data; } }