Add report: Invoices per client by mheiduk · Pull Request #1206 · InvoicePlane/InvoicePlane

mheiduk · 2025-01-19T17:33:43Z

Description

A list of invoices grouped by clients in the following scheme:

Client 1
Invoice date | Invoice number | Invoice total
Invoice date | Invoice number | Invoice total
Invoice date | Invoice number | Invoice total

Client 2
Invoice date | Invoice number | Invoice total
Invoice date | Invoice number | Invoice total
Invoice date | Invoice number | Invoice total
...

Motivation and Context

Important for tax returns.

Pull Request Checklist

My code follows the code formatting guidelines.
I have an issue ID for this pull request.
I selected the corresponding branch.
I have rebased my changes on top of the corresponding branch.

Issue Type (Please check one or more)

Bugfix
Improvement of an existing Feature
New Feature

nielsdrost7 · 2025-01-20T01:35:24Z

+        $from_date = date_to_mysql($from_date);
+        $to_date = date_to_mysql($to_date);
+
+        $this->db->select('*');


Wouldn't that become a heavy query when I have 1000 clients and 10 invoices per client?
How many fields of rhe client are we using?
It's using the format_client function, so maybe client_name, their address, etc

nielsdrost7 · 2025-01-20T01:39:29Z

@mheiduk thanks for the PR man!
I'll merge it, but please check my remark regarding select * from ip_clients left join ip_invoices left join invoice_amounts.
I still think that would be a heavy query

@sudwebdesign

## Version 1.6.3 (final) ### Major Features & E-Invoicing * [[IP-1268](#1268)] **E-invoicing infrastructure update** by @sudwebdesign * [[IP-1272](#1272)] **E-invoicing enhancements** by @sudwebdesign * [[IP-1247](#1247)] Processing e-invoices flow (and some bugfixes) for version 1.6.3 by @nielsdrost7 * [[IP-1282](#1282)] feat: Legacy calculation setup step by @pumpi * [[IP-1281](#1281)] fix: Client overview shows wrong e-Invoicing state by @pumpi ### Changed / Improvements * [[IP-1277](#1277)] Replace node-sass with sass by @onny * [[IP-1261](#1261)] Guest Payment stripe flow & online_payment lang improved by @nielsdrost7 * [[IP-1178](#1178)] Add custom_fields in controllers/Settings by @sudwebdesign * [[IP-1206](#1206)] Add report: Invoices per client by @mheiduk * [[IP-1228](#1228)] Improve number_helper & standardize_amount (fix european format) by @sudwebdesign * [[IP-1229](#1229)] Remove unattended standardize_amount in payments view form by @sudwebdesign * [[IP-1241](#1241)] Add pagination to invoice and quote templates by @onny * [[IP-1219](#1219)] Sort invoices by date instead of id by @MrKrisKrisu * [[IP-1222](#1222)] Sort quotes by date instead of id by @sudwebdesign ### Fixed * [[IP-1179](#1179)] Fix #fullpage-loader (Spinner) never showed after save by @sudwebdesign * [[IP-1174](#1174)] Removed '.pdf' from Invoices.php downloads to fix issue by @HeapReaper * [[IP-1175](#1175)] Check invoice balance before rendering QR code in web view by @idressos * [[IP-1183](#1183)] Fix summary client delete button go to 404 (link2form) by @sudwebdesign * [[IP-1185](#1185)] Fix styling in clients table header by @tstoeter * [[IP-1186](#1186)] Style2class for amounts & balances (th & tr) by @sudwebdesign * [[IP-1197](#1197)] Send email show blank page (php>=8.2) by @sudwebdesign * [[IP-1199](#1199)] Add invoice_status case in template_helper by @sudwebdesign * [[IP-1201](#1201)] Fix SMTP password wrong after saving settings by @sudwebdesign * [[IP-1204](#1204)] Update template_helper.php to fix email template with custom single choice field by @LOK-Soft * [[IP-1251](#1251)] fix: amount of the credit transfer cannot be smaller than 0.01 Euro by @mheiduk * [[IP-1278](#1278)] Fix: Styling issues by @pumpi * [[IP-1283](#1283)] fix: Client detail view exception by **Full Changelog**: v1.6.2...v1.6.3

@sudwebdesign

### What's Changed (since v1.6.2) #### Major Features & E-Invoicing * [[IP-1268](#1268)] **E-invoicing infrastructure update** by @sudwebdesign * [[IP-1272](#1272)] **E-invoicing enhancements** by @sudwebdesign * [[IP-1247](#1247)] Processing e-invoices flow (and some bugfixes) for version 1.6.3 by @nielsdrost7 * [[IP-1282](#1282)] feat: Legacy calculation setup step by @pumpi * [[IP-1281](#1281)] fix: Client overview shows wrong e-Invoicing state by @pumpi #### Changed / Improvements * [[IP-1277](#1277)] Replace node-sass with sass by @onny * [[IP-1261](#1261)] Guest Payment stripe flow & online_payment lang improved by @nielsdrost7 * [[IP-1178](#1178)] Add custom_fields in controllers/Settings by @sudwebdesign * [[IP-1206](#1206)] Add report: Invoices per client by @mheiduk * [[IP-1228](#1228)] Improve number_helper & standardize_amount (fix european format) by @sudwebdesign * [[IP-1229](#1229)] Remove unattended standardize_amount in payments view form by @sudwebdesign * [[IP-1241](#1241)] Add pagination to invoice and quote templates by @onny * [[IP-1219](#1219)] Sort invoices by date instead of id by @MrKrisKrisu * [[IP-1222](#1222)] Sort quotes by date instead of id by @sudwebdesign #### Fixed * [[IP-1179](#1179)] Fix #fullpage-loader (Spinner) never showed after save by @sudwebdesign * [[IP-1174](#1174)] Removed '.pdf' from Invoices.php downloads to fix issue by @HeapReaper * [[IP-1175](#1175)] Check invoice balance before rendering QR code in web view by @idressos * [[IP-1183](#1183)] Fix summary client delete button go to 404 (link2form) by @sudwebdesign * [[IP-1185](#1185)] Fix styling in clients table header by @tstoeter * [[IP-1186](#1186)] Style2class for amounts & balances (th & tr) by @sudwebdesign * [[IP-1197](#1197)] Send email show blank page (php>=8.2) by @sudwebdesign * [[IP-1199](#1199)] Add invoice_status case in template_helper by @sudwebdesign * [[IP-1201](#1201)] Fix SMTP password wrong after saving settings by @sudwebdesign * [[IP-1204](#1204)] Update template_helper.php to fix email template with custom single choice field by @LOK-Soft * [[IP-1251](#1251)] fix: amount of the credit transfer cannot be smaller than 0.01 Euro by @mheiduk * [[IP-1278](#1278)] Fix: Styling issues by @pumpi * [[IP-1283](#1283)] fix: Client detail view exception by **Full Changelog**: v1.6.2...v1.6.3

nielsdrost7 · 2025-08-07T03:06:35Z

Solved by creating and releasing version 1.6.3

@sudwebdesign

* [[IP-1268](InvoicePlane#1268)] **E-invoicing infrastructure update** by @sudwebdesign * [[IP-1272](InvoicePlane#1272)] **E-invoicing enhancements** by @sudwebdesign * [[IP-1247](InvoicePlane#1247)] Processing e-invoices flow (and some bugfixes) for version 1.6.3 by @nielsdrost7 * [[IP-1282](InvoicePlane#1282)] feat: Legacy calculation setup step by @pumpi * [[IP-1281](InvoicePlane#1281)] fix: Client overview shows wrong e-Invoicing state by @pumpi * [[IP-1277](InvoicePlane#1277)] Replace node-sass with sass by @onny * [[IP-1261](InvoicePlane#1261)] Guest Payment stripe flow & online_payment lang improved by @nielsdrost7 * [[IP-1178](InvoicePlane#1178)] Add custom_fields in controllers/Settings by @sudwebdesign * [[IP-1206](InvoicePlane#1206)] Add report: Invoices per client by @mheiduk * [[IP-1228](InvoicePlane#1228)] Improve number_helper & standardize_amount (fix european format) by @sudwebdesign * [[IP-1229](InvoicePlane#1229)] Remove unattended standardize_amount in payments view form by @sudwebdesign * [[IP-1241](InvoicePlane#1241)] Add pagination to invoice and quote templates by @onny * [[IP-1219](InvoicePlane#1219)] Sort invoices by date instead of id by @MrKrisKrisu * [[IP-1222](InvoicePlane#1222)] Sort quotes by date instead of id by @sudwebdesign * [[IP-1179](InvoicePlane#1179)] Fix #fullpage-loader (Spinner) never showed after save by @sudwebdesign * [[IP-1174](InvoicePlane#1174)] Removed '.pdf' from Invoices.php downloads to fix issue by @HeapReaper * [[IP-1175](InvoicePlane#1175)] Check invoice balance before rendering QR code in web view by @idressos * [[IP-1183](InvoicePlane#1183)] Fix summary client delete button go to 404 (link2form) by @sudwebdesign * [[IP-1185](InvoicePlane#1185)] Fix styling in clients table header by @tstoeter * [[IP-1186](InvoicePlane#1186)] Style2class for amounts & balances (th & tr) by @sudwebdesign * [[IP-1197](InvoicePlane#1197)] Send email show blank page (php>=8.2) by @sudwebdesign * [[IP-1199](InvoicePlane#1199)] Add invoice_status case in template_helper by @sudwebdesign * [[IP-1201](InvoicePlane#1201)] Fix SMTP password wrong after saving settings by @sudwebdesign * [[IP-1204](InvoicePlane#1204)] Update template_helper.php to fix email template with custom single choice field by @LOK-Soft * [[IP-1251](InvoicePlane#1251)] fix: amount of the credit transfer cannot be smaller than 0.01 Euro by @mheiduk * [[IP-1278](InvoicePlane#1278)] Fix: Styling issues by @pumpi * [[IP-1283](InvoicePlane#1283)] fix: Client detail view exception by **Full Changelog**: InvoicePlane/InvoicePlane@v1.6.2...v1.6.3

@sudwebdesign

### What's Changed (since v1.6.2) #### Major Features & E-Invoicing * [[IP-1268](InvoicePlane#1268)] **E-invoicing infrastructure update** by @sudwebdesign * [[IP-1272](InvoicePlane#1272)] **E-invoicing enhancements** by @sudwebdesign * [[IP-1247](InvoicePlane#1247)] Processing e-invoices flow (and some bugfixes) for version 1.6.3 by @nielsdrost7 * [[IP-1282](InvoicePlane#1282)] feat: Legacy calculation setup step by @pumpi * [[IP-1281](InvoicePlane#1281)] fix: Client overview shows wrong e-Invoicing state by @pumpi #### Changed / Improvements * [[IP-1277](InvoicePlane#1277)] Replace node-sass with sass by @onny * [[IP-1261](InvoicePlane#1261)] Guest Payment stripe flow & online_payment lang improved by @nielsdrost7 * [[IP-1178](InvoicePlane#1178)] Add custom_fields in controllers/Settings by @sudwebdesign * [[IP-1206](InvoicePlane#1206)] Add report: Invoices per client by @mheiduk * [[IP-1228](InvoicePlane#1228)] Improve number_helper & standardize_amount (fix european format) by @sudwebdesign * [[IP-1229](InvoicePlane#1229)] Remove unattended standardize_amount in payments view form by @sudwebdesign * [[IP-1241](InvoicePlane#1241)] Add pagination to invoice and quote templates by @onny * [[IP-1219](InvoicePlane#1219)] Sort invoices by date instead of id by @MrKrisKrisu * [[IP-1222](InvoicePlane#1222)] Sort quotes by date instead of id by @sudwebdesign #### Fixed * [[IP-1179](InvoicePlane#1179)] Fix #fullpage-loader (Spinner) never showed after save by @sudwebdesign * [[IP-1174](InvoicePlane#1174)] Removed '.pdf' from Invoices.php downloads to fix issue by @HeapReaper * [[IP-1175](InvoicePlane#1175)] Check invoice balance before rendering QR code in web view by @idressos * [[IP-1183](InvoicePlane#1183)] Fix summary client delete button go to 404 (link2form) by @sudwebdesign * [[IP-1185](InvoicePlane#1185)] Fix styling in clients table header by @tstoeter * [[IP-1186](InvoicePlane#1186)] Style2class for amounts & balances (th & tr) by @sudwebdesign * [[IP-1197](InvoicePlane#1197)] Send email show blank page (php>=8.2) by @sudwebdesign * [[IP-1199](InvoicePlane#1199)] Add invoice_status case in template_helper by @sudwebdesign * [[IP-1201](InvoicePlane#1201)] Fix SMTP password wrong after saving settings by @sudwebdesign * [[IP-1204](InvoicePlane#1204)] Update template_helper.php to fix email template with custom single choice field by @LOK-Soft * [[IP-1251](InvoicePlane#1251)] fix: amount of the credit transfer cannot be smaller than 0.01 Euro by @mheiduk * [[IP-1278](InvoicePlane#1278)] Fix: Styling issues by @pumpi * [[IP-1283](InvoicePlane#1283)] fix: Client detail view exception by **Full Changelog**: InvoicePlane/InvoicePlane@v1.6.2...v1.6.3

mheiduk added 9 commits April 21, 2024 16:00

add invoices_per_client report

6ce1968

formatting, remove trailing whitespaces

cc4656f

use client custom field for invoices_per_client report

97ada95

remove debug

5e08c24

fix: order by client_id

607bd78

fallback if no client_custom_fieldvalue is available

b1932c6

Merge branch 'InvoicePlane:development' into invoices_per_client

921314e

remove client_custom_fieldvalue

04c649c

use format_client helper

c2aca60

nielsdrost7 reviewed Jan 20, 2025

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nielsdrost7 merged commit d80f0ae into InvoicePlane:development Jan 20, 2025

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Add report: Invoices per client#1206

Add report: Invoices per client#1206
nielsdrost7 merged 9 commits intoInvoicePlane:developmentfrom
mheiduk:invoices_per_client

mheiduk commented Jan 19, 2025 •

edited

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Description

Motivation and Context

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nielsdrost7 Jan 20, 2025

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mheiduk commented Jan 19, 2025 •

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