Recurring invoices statistics

Feature Requests
1

Before InvoicePlane I used a different invoice system. It had the option to view recurring invoices statistics. A simple table with the total amount of recurring invoice this year, last year and for example next year.

It gives a sense of what to expact and development of the business.

Could this be something to implement? For example on the dashboard of InvoicePlane.

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2

It’s possible, definitely in InvoicePlane V2, but in v1 it’s possible as well.

Issue for V2: [FEATURE] Dashboard needs RecurringInvoices widget · Issue #127 · InvoicePlane/InvoicePlane-v2 · GitHub

Improve / prepare dashboard view

Go to application/modules/dashboard and let’s start with “views”
Those will be your “widgets” you’ll see at the dashboard at the moment.
Add your recurring invoices widget.

Add information to Dashboard Controller

Now you need to make sure the data you desire is sent to the dashboard

For that you go to your Dashboard Controller: application/modules/dashboard/controllers/Dashboard.php

There is a bunch of data gathered for that view

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

Add your desired line there as well, probably comes from $this->mdl_invoices_recurring

See these lines that load the model?
$this->load->model('invoices/mdl_invoices');

Add your line that loads your model as well

Improve Recurring Invoices Model

Back to the model that needs to gather your requested data.
application/modules/invoices/models/Mdl_invoices_recurring.php

Create your own function that gathers this information for you

The SQL

Just think for yourself:

  • I want all recurring invoices
  • from an overview period that comes fron the settings (invoices in this case)
  • grouped by …
  • columns x, y, z

Then copy/paste the “default_select” function and give it your name

In your Dashboard Controller use that function with that new name.

Debugging

InvoicePlane added 2 functions some time ago:

  • dump(): only shows variable and just keeps the script going
  • dd(): shows variable and stops the script
    I would recommend dd() in a heartbeat

But if you’re using the .zip version those 2 functions aren’t available.

In that case just use:

print_r($variable);
die('stopped script execution');

You can dd() or use print_r() at any point, so in the Controller, in the Model or even in the View

Summary

  • Change controller
  • Change model, add new function
  • Change view to use data of that new function

The Model gets data from the database
The Controller gets it from the Model and sends it to the View
The View presents that data to you (in that “widget”)

3

Thanks Niels, this is a bit above my league, but I am looking forward to see this appear in a future update!

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