# easy-invoice/2.4.0/includes/Controllers/ReportController.php

Easy Invoice – Invoice Generator, PDF Quotes & Payments, version 2.4.0. 779 lines.

- Page: https://pluginprobe.com/plugins/easy-invoice/2.4.0/code/includes/Controllers/ReportController.php
- Raw: https://pluginprobe.com/plugins/easy-invoice/2.4.0/raw/includes/Controllers/ReportController.php
- Modified: 2026-09-15T12:31:20+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/2.4.0/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
        );
        
        // No CDN fallback. WordPress.org requires every asset to ship inside
        // the plugin, so a remote <script> injection here is not permitted
        // even as a fallback path. The local copy above is the only source.

        // 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 esc_url(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 esc_url(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('ei_view_reports');
        if ( is_wp_error( $error ) ) {
            wp_die(esc_html($error->get_error_message()));
        }
        
        // Get date range filters
        $start_date = isset( $_GET['start_date'] ) ? sanitize_text_field( $_GET['start_date'] ) : wp_date('Y-m-d', strtotime('-30 days'));
        $end_date = isset( $_GET['end_date'] ) ? sanitize_text_field( $_GET['end_date'] ) : current_time('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, $start_date, $end_date );
        
        // 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'] ) : wp_date('Y-m-d', strtotime('-30 days'));
        $end_date = isset( $_POST['end_date'] ) ? sanitize_text_field( $_POST['end_date'] ) : current_time('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, $start_date, $end_date );
                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 {
            // Revenue, counts and billed clients are SQL over the persisted totals
            // (InvoiceTotalsCache) — no models for a 10,000-invoice range.
            $paid = \EasyInvoice\Services\InvoiceTotalsCache::paidRevenue( (string) $start_date, (string) $end_date );

            // Average days from issue to payment over the completed payments in the range.
            global $wpdb;
            $where = ''; $args = [];
            if ( '' !== (string) $start_date ) { $where .= ' AND pd.meta_value >= %s'; $args[] = (string) $start_date; }
            if ( '' !== (string) $end_date )   { $where .= ' AND pd.meta_value <= %s'; $args[] = (string) $end_date . ' 23:59:59'; }
            $sql = "SELECT AVG(DATEDIFF(pd.meta_value, iss.meta_value)) AS days
                    FROM {$wpdb->posts} p
                    INNER JOIN {$wpdb->postmeta} st  ON st.post_id = p.ID AND st.meta_key = '_status' AND st.meta_value = 'completed'
                    INNER JOIN {$wpdb->postmeta} pd  ON pd.post_id = p.ID AND pd.meta_key = '_payment_date' AND pd.meta_value <> ''
                    INNER JOIN {$wpdb->postmeta} inv ON inv.post_id = p.ID AND inv.meta_key = '_invoice_id'
                    INNER JOIN {$wpdb->postmeta} iss ON iss.post_id = inv.meta_value AND iss.meta_key = '_easy_invoice_issue_date' AND iss.meta_value <> ''
                    WHERE p.post_type = 'easy_invoice_payment' AND p.post_status = 'publish'
                      AND DATEDIFF(pd.meta_value, iss.meta_value) >= 0 {$where}";
            $days = $wpdb->get_var( $args ? $wpdb->prepare( $sql, ...$args ) : $sql ); // phpcs:ignore WordPress.DB.PreparedSQL.NotPrepared
            $avg_payment_time = null === $days ? null : (int) round( (float) $days );

            return [
                'total_revenue'    => $paid['revenue'],
                'total_invoices'   => (int) $paid['invoice_count'],
                'active_clients'   => (int) $paid['client_count'],
                'avg_payment_time' => $avg_payment_time,
            ];
        } catch ( \Exception $e ) {
            return [
                'total_revenue'    => [],
                'total_invoices'   => 0,
                'active_clients'   => 0,
                'avg_payment_time' => null,
            ];
        }
    }

    /**
     * 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
            // One grouped query over the payments; loading them all as posts
            // (thousands on a busy store) cost ~0.3 s and 100 MB per report view.
            global $wpdb;
            $site_currency = strtoupper((string) get_option('easy_invoice_currency_code', 'USD'));
            $rows = $wpdb->get_results($wpdb->prepare(
                "SELECT DATE_FORMAT(p.post_date, '%%Y-%%m') AS ym,
                        UPPER(COALESCE(NULLIF(NULLIF(cur.meta_value, ''), 'global'), %s)) AS currency,
                        SUM(CAST(a.meta_value AS DECIMAL(18,4))) AS amount
                 FROM {$wpdb->posts} p
                 INNER JOIN {$wpdb->postmeta} st ON st.post_id = p.ID AND st.meta_key = '_status' AND st.meta_value IN ('completed', 'approved', 'paid')
                 INNER JOIN {$wpdb->postmeta} a  ON a.post_id  = p.ID AND a.meta_key  = '_amount' AND CAST(a.meta_value AS DECIMAL(18,4)) > 0
                 LEFT  JOIN {$wpdb->postmeta} cur ON cur.post_id = p.ID AND cur.meta_key = '_currency'
                 WHERE p.post_type = 'easy_invoice_payment' AND p.post_status = 'publish' AND p.post_date >= %s
                 GROUP BY ym, currency",
                $site_currency,
                $start_date->format('Y-m-d 00:00:00')
            ), ARRAY_A);
            foreach ((array) $rows as $row) {
                $month_key = (new \DateTime($row['ym'] . '-01'))->format('M Y');
                $currency  = (string) $row['currency'];
                if (!isset($monthly_revenue[$month_key])) {
                    continue; // outside the 12 shown months
                }
                if (!isset($monthly_revenue[$month_key][$currency])) {
                    $monthly_revenue[$month_key][$currency] = [
                        'amount' => 0,
                        'symbol' => \EasyInvoice\Helpers\CurrencyHelper::getCurrencySymbol($currency)
                    ];
                }
                $monthly_revenue[$month_key][$currency]['amount'] += (float) $row['amount'];
            }

            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 {
            $counts = \EasyInvoice\Services\InvoiceTotalsCache::statusCounts( (string) $start_date, (string) $end_date );
            $status_counts = [];
            foreach ( [ 'paid', 'partial', 'unpaid', 'overdue', 'draft', 'canceled' ] as $key ) {
                if ( ! empty( $counts[ $key ] ) ) {
                    $status_counts[ $key ] = (int) $counts[ $key ];
                }
            }
            $total_invoices = array_sum( $status_counts );
            $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 {
            $ranked = \EasyInvoice\Services\InvoiceTotalsCache::topClients( (string) $start_date, (string) $end_date, 10 );
            $out = [];
            foreach ( $ranked as $client_id => $row ) {
                $client = $client_repository->find( (int) $client_id );
                if ( ! $client ) {
                    continue;
                }
                $person = trim( (string) $client->getFirstName() . ' ' . (string) $client->getLastName() );
                $out[ (int) $client_id ] = [
                    'id'             => (int) $client_id,
                    'name'           => (string) $client->getBusinessClientName() ?: ( $person ?: (string) $client->getUsername() ),
                    'email'          => $client->getEmail(),
                    'total_amount'   => $row['total_amount'],
                    'total_invoices' => (int) $row['total_invoices'],
                    'last_invoice'   => (string) $row['last_invoice'],
                ];
            }
            return $out;
        } 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 = gmdate( 'Y-m-d 00:00:00', $start );
        $end_date_formatted = gmdate( '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 ); // phpcs:ignore WordPress.DB.PreparedSQL.NotPrepared,PluginCheck.Security.DirectDB.UnescapedDBParameter -- $query is built with $wpdb->prepare() above; only table names are interpolated.
        
        $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'], '_easy_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;
    }
    
    /**
     * Invoice report for the period: every live invoice issued between the
     * two dates, its real total (computed from its items, the way the invoice
     * itself shows it) and its Easy Invoice status.
     *
     * @since 1.0.0
     * @param string $start_date Y-m-d, defaults to a year ago.
     * @param string $end_date   Y-m-d, defaults to today.
     * @return array
     */
    private function getInvoiceReport( $start_date = '', $end_date = '' ) {
        $start = $start_date ? strtotime( $start_date ) : strtotime( '-1 year' );
        $end   = $end_date ? strtotime( $end_date ) : current_time( 'timestamp' );
        $start_ymd = gmdate( 'Y-m-d', $start );
        $end_ymd   = gmdate( 'Y-m-d', $end );
        $today     = gmdate( 'Y-m-d', current_time( 'timestamp' ) );

        $report_data = [
            'invoices' => [],
            'count' => 0,
            'total_amounts_by_currency' => [],
            'by_status' => [
                'paid'     => ['count' => 0, 'amounts_by_currency' => []],
                'partial'  => ['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' => []],
            ],
        ];

        // One query over the persisted totals for the 500 most recent invoices
        // issued in the range; a row without a cached total (not yet backfilled)
        // falls back to its model.
        global $wpdb;
        \EasyInvoice\Services\InvoiceTotalsCache::ensure();
        $site_currency = strtoupper( (string) get_option( 'easy_invoice_currency_code', 'USD' ) );
        $rows = $wpdb->get_results( $wpdb->prepare(
            "SELECT p.ID, p.post_date, p.post_title,
                    num.meta_value AS number, iss.meta_value AS issue_date, due.meta_value AS due_date,
                    st.meta_value AS status, tot.meta_value AS total, cur.meta_value AS currency,
                    cl.meta_value AS client_id, cn.meta_value AS customer_name
             FROM {$wpdb->posts} p
             LEFT JOIN {$wpdb->postmeta} num ON num.post_id = p.ID AND num.meta_key = '_easy_invoice_number'
             LEFT JOIN {$wpdb->postmeta} iss ON iss.post_id = p.ID AND iss.meta_key = '_easy_invoice_issue_date'
             LEFT JOIN {$wpdb->postmeta} due ON due.post_id = p.ID AND due.meta_key = '_easy_invoice_due_date'
             LEFT JOIN {$wpdb->postmeta} st  ON st.post_id  = p.ID AND st.meta_key  = '_easy_invoice_status'
             LEFT JOIN {$wpdb->postmeta} tot ON tot.post_id = p.ID AND tot.meta_key = %s
             LEFT JOIN {$wpdb->postmeta} cur ON cur.post_id = p.ID AND cur.meta_key = '_easy_invoice_currency_code'
             LEFT JOIN {$wpdb->postmeta} cl  ON cl.post_id  = p.ID AND cl.meta_key  = '_easy_invoice_client_id'
             LEFT JOIN {$wpdb->postmeta} cn  ON cn.post_id  = p.ID AND cn.meta_key  = '_easy_invoice_customer_name'
             WHERE p.post_type = 'easy_invoice' AND p.post_status = 'publish'
               AND COALESCE(NULLIF(iss.meta_value, ''), DATE(p.post_date)) BETWEEN %s AND %s
             ORDER BY p.post_date DESC, p.ID DESC
             LIMIT 500",
            \EasyInvoice\Services\InvoiceTotalsCache::META_TOTAL,
            $start_ymd,
            $end_ymd
        ), ARRAY_A );

        $repository = InvoiceServiceProvider::getInvoiceRepository();
        foreach ( (array) $rows as $row ) {
            $id         = (int) $row['ID'];
            $issue_ymd  = $row['issue_date'] ? gmdate( 'Y-m-d', strtotime( $row['issue_date'] ) ) : substr( (string) $row['post_date'], 0, 10 );
            $due_ymd    = $row['due_date'] ? gmdate( 'Y-m-d', strtotime( $row['due_date'] ) ) : '';
            $status     = strtolower( (string) $row['status'] );
            switch ( $status ) {
                case 'paid':
                case 'completed':
                    $status_key = 'paid';
                    break;
                case 'partial':
                case 'partially_paid':
                    $status_key = 'partial';
                    break;
                case 'draft':
                    $status_key = 'draft';
                    break;
                case 'cancelled':
                case 'canceled':
                    $status_key = 'canceled';
                    break;
                case 'overdue':
                    $status_key = 'overdue';
                    break;
                case 'available':
                case 'unpaid':
                case 'sent':
                case 'pending':
                    $status_key = ( $due_ymd && $due_ymd < $today ) ? 'overdue' : 'unpaid';
                    break;
                default:
                    $status_key = 'other';
            }

            if ( null === $row['total'] || '' === $row['total'] ) {
                $invoice = $repository->find( $id );
                $total   = $invoice ? (float) $invoice->getTotal() : 0.0;
            } else {
                $total = (float) $row['total'];
            }
            $currency_code = strtoupper( (string) $row['currency'] );
            if ( '' === $currency_code || 'GLOBAL' === $currency_code ) {
                $currency_code = $site_currency;
            }
            $currency_symbol = \EasyInvoice\Helpers\CurrencyHelper::getCurrencySymbol( $currency_code );
            $add = static function ( array &$bucket ) use ( $currency_code, $currency_symbol, $total ) {
                if ( ! isset( $bucket[ $currency_code ] ) ) {
                    $bucket[ $currency_code ] = [ 'amount' => 0, 'symbol' => $currency_symbol ];
                }
                $bucket[ $currency_code ]['amount'] += $total;
            };
            $add( $report_data['by_status'][ $status_key ]['amounts_by_currency'] );
            $add( $report_data['total_amounts_by_currency'] );
            $report_data['by_status'][ $status_key ]['count']++;
            $report_data['count']++;

            $client_name = trim( (string) $row['customer_name'] );
            if ( '' === $client_name ) {
                $client_name = (string) $row['post_title'];
            }
            $number = (string) $row['number'];
            $report_data['invoices'][] = [
                'id'              => $id,
                'date'            => (string) $row['post_date'],
                'issue_date'      => $issue_ymd,
                'due_date'        => $due_ymd,
                'invoice_number'  => '' !== $number ? $number : 'INV-' . $id,
                'total'           => $total,
                'currency'        => $currency_code,
                'currency_symbol' => $currency_symbol,
                'status'          => $status_key,
                'client_id'       => (string) ( (int) $row['client_id'] ?: '' ),
                'client_name'     => $client_name,
            ];
        }

        return $report_data;
    }
} 
```