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() { ?>

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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; } }