# easy-invoice/2.3.7/includes/Controllers/ReportController.php

Easy Invoice – Invoice Generator, PDF Quotes & Payments, version 2.3.7. 1,041 lines.

- Page: https://pluginprobe.com/plugins/easy-invoice/2.3.7/code/includes/Controllers/ReportController.php
- Raw: https://pluginprobe.com/plugins/easy-invoice/2.3.7/raw/includes/Controllers/ReportController.php
- Modified: 2025-08-14T09:51:16+00:00

Line numbers below start at 1. Link to a line or a range by appending a fragment to the
page URL, for example `https://pluginprobe.com/plugins/easy-invoice/2.3.7/code/includes/Controllers/ReportController.php#L10-L20`.

```php
<?php
/**
 * Report Controller Class
 *
 * @package     EasyInvoice
 * @subpackage  Controllers
 * @since       1.0.0
 */

namespace EasyInvoice\Controllers;

use EasyInvoice\Constants\PagesSlugs;
use EasyInvoice\Providers\InvoiceServiceProvider;
use EasyInvoice\Providers\ClientServiceProvider;

/**
 * ReportController handles all reporting functionality
 *
 * @since 1.0.0
 */
class ReportController extends BaseController {

    /**
     * Initialize the controller
     * 
     * @since 1.0.0
     * @return void
     */
    public function init() {
        // Initialize report functionality
        add_action( 'wp_ajax_easy_invoice_get_report_data', array( $this, 'getReportData' ) );
        
        // Register scripts for the reports page
        add_action( 'admin_enqueue_scripts', array( $this, 'enqueueReportScripts' ) );
    }
    
    /**
     * Enqueue scripts and styles for the reports page
     *
     * @since 1.0.0
     * @param string $hook The current admin page
     * @return void
     */
    public function enqueueReportScripts( $hook ) {
        if ( empty( $hook ) || strpos( $hook, PagesSlugs::REPORTS ) === false ) {
            return;
        }
        
        // Register Chart.js from local copy rather than CDN
        wp_register_script(
            'chartjs', 
            EASY_INVOICE_PLUGIN_URL . 'assets/js/vendors/chart.min.js',
            array(), 
            '3.9.1', 
            true
        );
        
        // Add fallback to CDN if local file fails
        wp_add_inline_script('chartjs', '
            if (typeof Chart === "undefined") {
                var script = document.createElement("script");
                script.src = "https://cdn.jsdelivr.net/npm/chart.js@3.9.1/dist/chart.min.js";
                script.onload = function() {
                    // Chart.js loaded from CDN
                };
                script.onerror = function() {
                    // Failed to load Chart.js from CDN
                };
                document.head.appendChild(script);
            }
        ');
        
        // Register reports script
        wp_register_script(
            'easy-invoice-reports',
            EASY_INVOICE_PLUGIN_URL . 'assets/js/reports.js',
            array( 'jquery', 'chartjs' ),
            EASY_INVOICE_VERSION,
            true
        );
        
        // Enqueue the scripts
        wp_enqueue_script( 'chartjs' );
        wp_enqueue_script( 'easy-invoice-reports' );
    }
    
    /**
     * Display method implementation
     * 
     * @since 1.0.0
     * @param array $args Display arguments
     * @return void
     */
    public function display( array $args = [] ) {
        // Check if this is a premium feature
        if ( ! easy_invoice_has_pro() ) {
            // Show premium popup instead of reports page
            $this->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() {
        ?>
        <div class="min-h-screen bg-gray-50 flex items-center justify-center p-4">
            <div class="max-w-lg w-full bg-white rounded-lg shadow-xl overflow-hidden">
                <!-- Header -->
                <div class="bg-gradient-to-r from-indigo-600 to-purple-600 px-6 py-8 text-center">
                    <div class="mx-auto flex items-center justify-center h-16 w-16 rounded-full bg-white bg-opacity-20 mb-4">
                        <i class="fas fa-chart-bar text-white text-2xl"></i>
                    </div>
                    <h3 class="text-2xl font-bold text-white mb-2">Detailed Reports</h3>
                    <p class="text-indigo-100 text-sm">
                        Unlock powerful insights into your business performance
                    </p>
                </div>
                
                <!-- Content -->
                <div class="px-6 py-8">
                    <div class="space-y-4 mb-8">
                        <div class="flex items-center text-sm text-gray-700">
                            <div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
                                <i class="fas fa-check text-green-600 text-xs"></i>
                            </div>
                            <span>Revenue analysis and trends</span>
                        </div>
                        <div class="flex items-center text-sm text-gray-700">
                            <div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
                                <i class="fas fa-check text-green-600 text-xs"></i>
                            </div>
                            <span>Payment statistics and status tracking</span>
                        </div>
                        <div class="flex items-center text-sm text-gray-700">
                            <div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
                                <i class="fas fa-check text-green-600 text-xs"></i>
                            </div>
                            <span>Monthly revenue charts and visualizations</span>
                        </div>
                        <div class="flex items-center text-sm text-gray-700">
                            <div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
                                <i class="fas fa-check text-green-600 text-xs"></i>
                            </div>
                            <span>Invoice status distribution analysis</span>
                        </div>
                        <div class="flex items-center text-sm text-gray-700">
                            <div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
                                <i class="fas fa-check text-green-600 text-xs"></i>
                            </div>
                            <span>Top clients and revenue analysis</span>
                        </div>
                        <div class="flex items-center text-sm text-gray-700">
                            <div class="flex-shrink-0 w-8 h-8 bg-green-100 rounded-full flex items-center justify-center mr-3">
                                <i class="fas fa-check text-green-600 text-xs"></i>
                            </div>
                            <span>Export reports to CSV, Excel, and PDF</span>
                        </div>
                    </div>
                    
                    <!-- Action Buttons -->
                    <div class="space-y-3">
                        <a href="<?php echo admin_url('admin.php?page=easy-invoice-settings&tab=premium'); ?>" class="w-full inline-flex items-center justify-center px-6 py-3 border border-transparent text-base font-medium rounded-md shadow-sm text-white bg-indigo-600 hover:bg-indigo-700 focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-indigo-500 transition-colors duration-200">
                            <i class="fas fa-crown mr-2"></i>
                            Upgrade to Easy Invoice Pro
                        </a>
                        <a href="<?php echo admin_url('admin.php?page=easy-invoice'); ?>" class="w-full inline-flex items-center justify-center px-6 py-2 border border-gray-300 text-sm font-medium rounded-md text-gray-700 bg-white hover:bg-gray-50 focus:outline-none focus:ring-2 focus:ring-offset-2 focus:ring-indigo-500 transition-colors duration-200">
                            <i class="fas fa-arrow-left mr-2"></i>
                            Back to Dashboard
                        </a>
                    </div>
                    
                    <!-- Footer -->
                    <div class="mt-6 text-center">
                        <p class="text-xs text-gray-500">
                            Get comprehensive insights into your business with advanced reporting features
                        </p>
                    </div>
                </div>
            </div>
        </div>
        <?php
    }
    
    /**
     * Display reports page
     * 
     * @since 1.0.0
     * @return void
     */
    protected function displayReportsPage( $report_data = [] ) {
        // Check user capability
        $error = $this->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;
    }
} 
```