[Dashboard Widget]: Total Paid on Invoices last financial year and this finantial year (AUSTRALIA)

General Discussion
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1

I’m working on a version to display month by month comparison for both last/current year as is vital information to run a wealthy business.

This is a little snippet to show the total paid on current/last financial year on the Dashboard.

Note: Australian financial year runs from 01/07/YYYY TO 30/06/YYYY+1 but you can adapt the dates to your country.

Requires to modify 3 files.

OPEN application/modules/dashboard/controllers/Dashboard.php

FIND

'invoice_status_totals' => $this->mdl_invoice_amounts->get_status_totals($invoice_overview_period),

CHANGE IT TO

'invoice_status_totals' => $this->mdl_invoice_amounts->get_status_totals('this-year'),

AND ADD AFTER

'invoice_last_year' => $this->mdl_invoice_amounts->get_status_totals('last-year'),

CLOSE AND UPLOAD

OPEN application/models/invoices/models/Mdl_invoice_amounts.php

REPLACE case ‘this-year’ and ‘last-year’ with:

case 'this-year':
                $results = $this->db->query("
					SELECT invoice_status_id, (CASE ip_invoices.invoice_status_id WHEN 4 THEN SUM(ip_invoice_amounts.invoice_paid) ELSE SUM(ip_invoice_amounts.invoice_balance) END) AS sum_total, COUNT(*) AS num_total
					FROM ip_invoice_amounts
					JOIN ip_invoices ON ip_invoices.invoice_id = ip_invoice_amounts.invoice_id						
                     WHERE ip_invoices.invoice_date_created > '".date('Y')."-07-01' AND ip_invoices.invoice_date_created < '".date('Y',strtotime('+1 year'))."-06-30'
					GROUP BY ip_invoices.invoice_status_id")->result_array();
                break;	
            case 'last-year':
                $results = $this->db->query("
					SELECT invoice_status_id, (CASE ip_invoices.invoice_status_id WHEN 4 THEN SUM(ip_invoice_amounts.invoice_paid) ELSE SUM(ip_invoice_amounts.invoice_balance) END) AS sum_total, COUNT(*) AS num_total
					FROM ip_invoice_amounts
					JOIN ip_invoices ON ip_invoices.invoice_id = ip_invoice_amounts.invoice_id					
                    WHERE ip_invoices.invoice_date_created > '".date('Y',strtotime('-1 year'))."-07-01' AND ip_invoices.invoice_date_created < '".date('Y')."-06-30'
					GROUP BY ip_invoices.invoice_status_id")->result_array();
                break;

Originally he software shows natural year in case you need to leave the commented line around:

// AND YEAR(ip_invoices.invoice_date_created) = YEAR(NOW())
CLOSE AND UPLOAD

OPEN application/modules/dashboard/views/index.php

SEARCH for the inside the div “table panel-invoice-overview” and REPLACE IT WITH:

<table class="table table-bordered table-condensed no-margin">
                    <?php foreach ($invoice_status_totals as $total) { ?>
                        <tr>
                            <td>
                                <a href="<?php echo site_url($total['href']); ?>">
                                    <?php echo $total['label']; ?><?php if($total['label']=='Paid'); 
									 if($total['label']=='Paid') {
									 echo ' (this Finantial Year)';
                                    } ?>
                                </a>
                            </td>
                            <td class="amount">
                        <span class="<?php echo $total['class']; ?>">
                            <?php echo format_currency($total['sum_total']); ?>
                        </span>
                            </td>
                        </tr>
                    <?php } ?>
                    <?php foreach ($invoice_last_year as $total) { 
						if($total['label']=='Paid') {	?>
                        <tr>
                            <td>
                                <a href="<?php echo site_url($total['href']); ?>">
                                    <?php echo $total['label']; ?><?php if($total['label']=='Paid'); 
									 
									 echo ' (last Finantial Year)';
                                     ?>
                                </a>
                            </td>
                            <td class="amount">
                        <span class="<?php echo $total['class']; ?>">
                            <?php echo format_currency($total['sum_total']); ?>
                        </span>
                            </td>
                        </tr>
                    <?php }
					} ?>
                </table>

CLOSE AND UPLOAD

You should be able to see the records now.

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