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Hms Reports PHP File

The document is a PHP script that generates a financial reports dashboard for users, requiring a logged-in session. It includes functionalities for date filtering, displaying total income, expenses, net profit, inventory value, low stock items, recent transactions, and charts for income trends and expense breakdowns. The script also handles date validation and provides user feedback for errors and successes.

Uploaded by

Atta Gh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
14 views6 pages

Hms Reports PHP File

The document is a PHP script that generates a financial reports dashboard for users, requiring a logged-in session. It includes functionalities for date filtering, displaying total income, expenses, net profit, inventory value, low stock items, recent transactions, and charts for income trends and expense breakdowns. The script also handles date validation and provides user feedback for errors and successes.

Uploaded by

Atta Gh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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<?

php
session_start();
require 'config.php';
require 'date_helpers.php';

if (!isset($_SESSION["user_id"])) {
header("Location: login.php");
exit;
}

// Date filtering with validation


$default_start = date('Y-m-01');
$default_end = date('Y-m-d');
$start_date = $_GET['start_date'] ?? $default_start;
$end_date = $_GET['end_date'] ?? $default_end;

if (!validateDate($start_date) || !validateDate($end_date)) {
$_SESSION['error'] = "Invalid date format. Using default dates.";
$start_date = $default_start;
$end_date = $default_end;
}

// Get financial summary with date filtering


$income = $conn->query("SELECT SUM(amount) AS total FROM journal_entries
WHERE credit_account_id = (SELECT id FROM accounts WHERE
account_name = 'Sales Revenue')
AND entry_date BETWEEN '$start_date' AND '$end_date'")
->fetch_assoc()['total'] ?? 0;

$expenses = $conn->query("SELECT SUM(amount) AS total FROM journal_entries


WHERE debit_account_id IN (SELECT id FROM accounts WHERE
account_type = 'expense')
AND entry_date BETWEEN '$start_date' AND '$end_date'")
->fetch_assoc()['total'] ?? 0;

$profit = $income - $expenses;

// Get inventory valuation (as of end date)


$inventory_value = $conn->query("SELECT SUM(quantity * cost_price) AS total FROM
inventory")
->fetch_assoc()['total'] ?? 0;

// Get low stock items


$low_stock = $conn->query("SELECT * FROM inventory WHERE quantity <= reorder_level
ORDER BY quantity ASC");

// Get recent transactions with date filtering


$recent_transactions = $conn->query("SELECT t.*, i.item_name, u.username
FROM transactions t
JOIN inventory i ON t.item_id = i.id
JOIN users u ON t.user_id = u.id
WHERE t.transaction_date BETWEEN '$start_date'
AND '$end_date'
ORDER BY t.transaction_date DESC LIMIT 10");

// Get monthly income data for chart (last 6 months)


$monthly_income = $conn->query("SELECT
DATE_FORMAT(entry_date, '%Y-%m') AS month,
SUM(amount) AS total
FROM journal_entries
WHERE credit_account_id = (SELECT id FROM accounts
WHERE account_name = 'Sales Revenue')
AND entry_date BETWEEN DATE_SUB('$end_date',
INTERVAL 5 MONTH) AND '$end_date'
GROUP BY month
ORDER BY month ASC");

$income_labels = [];
$income_data = [];
while($row = $monthly_income->fetch_assoc()) {
$income_labels[] = date('M Y', strtotime($row['month']));
$income_data[] = $row['total'];
}

// Get expense breakdown


$expense_breakdown = $conn->query("SELECT
a.account_name,
SUM(je.amount) AS total
FROM journal_entries je
JOIN accounts a ON je.debit_account_id = a.id
WHERE a.account_type = 'expense'
AND je.entry_date BETWEEN '$start_date' AND
'$end_date'
GROUP BY a.account_name
ORDER BY total DESC");
?>

<!DOCTYPE html>
<html>
<head>
<title>Reports Dashboard</title>
<link rel="stylesheet" href="style.css">
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
</head>
<body>
<?php include 'header.php'; ?>

<div class="container">
<h2>Financial Reports</h2>

<?php if(isset($_SESSION['success'])): ?>


<div class="alert success">
<?= $_SESSION['success']; unset($_SESSION['success']); ?>
</div>
<?php endif; ?>

<?php if(isset($_SESSION['error'])): ?>


<div class="alert error">
<?= $_SESSION['error']; unset($_SESSION['error']); ?>
</div>
<?php endif; ?>

<!-- Date Filter Section -->


<div class="filter-container compact-filters">
<h3 class="filter-title">Report Period</h3>
<form method="GET" class="filter-form">
<div class="form-group compact-date">
<label for="start_date">From</label>
<input type="date" id="start_date" name="start_date" value="<?=
$start_date ?>">
</div>
<div class="form-group compact-date">
<label for="end_date">To</label>
<input type="date" id="end_date" name="end_date" value="<?=
$end_date ?>">
</div>
<div class="form-group filter-actions">
<button type="submit" class="btn compact-btn">Apply</button>
<a href="reports.php" class="btn compact-btn btn-
secondary">Reset</a>
</div>
</form>
</div>

<!-- Financial Summary Cards -->


<div class="card-container">
<div class="card income">
<h3>Total Income</h3>
<p>GHS <?= number_format($income, 2) ?></p>
<small><?= formatDateForDisplay($start_date) ?> to <?=
formatDateForDisplay($end_date) ?></small>
</div>

<div class="card expense">


<h3>Total Expenses</h3>
<p>GHS <?= number_format($expenses, 2) ?></p>
<small><?= formatDateForDisplay($start_date) ?> to <?=
formatDateForDisplay($end_date) ?></small>
</div>

<div class="card profit">


<h3>Net Profit</h3>
<p>GHS <?= number_format($profit, 2) ?></p>
<small><?= formatDateForDisplay($start_date) ?> to <?=
formatDateForDisplay($end_date) ?></small>
</div>

<div class="card inventory">


<h3>Inventory Value</h3>
<p>GHS <?= number_format($inventory_value, 2) ?></p>
<small>As of <?= formatDateForDisplay($end_date) ?></small>
</div>
</div>

<!-- Charts Section -->


<div class="chart-row">
<div class="chart-container">
<h3>Income Trend (Last 6 Months)</h3>
<canvas id="incomeChart" height="200"></canvas>
</div>

<div class="chart-container">
<h3>Expense Breakdown</h3>
<canvas id="expenseChart" height="200"></canvas>
</div>
</div>
<div class="data-section">
<!-- Low Stock Warning -->
<div class="data-card">
<h3>Low Stock Items</h3>
<div class="table-responsive">
<table>
<thead>
<tr>
<th>Item</th>
<th>Current Qty</th>
<th>Reorder Level</th>
<th>Last Updated</th>
</tr>
</thead>
<tbody>
<?php if($low_stock->num_rows > 0): ?>
<?php while($item = $low_stock->fetch_assoc()): ?>
<tr>
<td><?= $item['item_name'] ?></td>
<td class="low-stock"><?= $item['quantity'] ?
></td>
<td><?= $item['reorder_level'] ?></td>
<td><?=
formatDateForDisplay($item['last_updated']) ?></td>
</tr>
<?php endwhile; ?>
<?php else: ?>
<tr>
<td colspan="4" class="no-data">No low stock
items</td>
</tr>
<?php endif; ?>
</tbody>
</table>
</div>
</div>

<!-- Recent Transactions -->


<div class="data-card">
<h3>Recent Transactions</h3>
<div class="table-responsive">
<table>
<thead>
<tr>
<th>Date</th>
<th>Type</th>
<th>Item</th>
<th>Amount</th>
</tr>
</thead>
<tbody>
<?php if($recent_transactions->num_rows > 0): ?>
<?php while($tran = $recent_transactions-
>fetch_assoc()): ?>
<tr>
<td><?=
formatDateForDisplay($tran['transaction_date']) ?></td>
<td class="tran-type-<?=
$tran['transaction_type'] ?>"><?= ucfirst($tran['transaction_type']) ?></td>
<td><?= $tran['item_name'] ?></td>
<td>GHS <?= number_format($tran['amount'], 2) ?
></td>
</tr>
<?php endwhile; ?>
<?php else: ?>
<tr>
<td colspan="4" class="no-data">No transactions
in selected period</td>
</tr>
<?php endif; ?>
</tbody>
</table>
</div>
</div>
</div>
</div>

<script>
// Income Trend Chart
const incomeCtx = document.getElementById('incomeChart').getContext('2d');
new Chart(incomeCtx, {
type: 'line',
data: {
labels: <?= json_encode($income_labels) ?>,
datasets: [{
label: 'Monthly Income (GHS)',
data: <?= json_encode($income_data) ?>,
backgroundColor: 'rgba(40, 167, 69, 0.2)',
borderColor: 'rgba(40, 167, 69, 1)',
borderWidth: 2,
tension: 0.3,
fill: true
}]
},
options: {
responsive: true,
plugins: {
legend: {
position: 'top',
}
},
scales: {
y: {
beginAtZero: true,
ticks: {
callback: function(value) {
return 'GHS ' + value.toLocaleString();
}
}
}
}
}
});

// Expense Breakdown Chart


const expenseData = {
labels: [
<?php
$expense_breakdown->data_seek(0);
while($exp = $expense_breakdown->fetch_assoc()) {
echo "'".$exp['account_name']."',";
}
?>
],
datasets: [{
data: [
<?php
$expense_breakdown->data_seek(0);
while($exp = $expense_breakdown->fetch_assoc()) {
echo $exp['total'].",";
}
?>
],
backgroundColor: [
'#dc3545', '#fd7e14', '#ffc107', '#20c997', '#0dcaf0',
'#6610f2'
],
borderWidth: 1
}]
};

const expenseCtx =
document.getElementById('expenseChart').getContext('2d');
new Chart(expenseCtx, {
type: 'doughnut',
data: expenseData,
options: {
responsive: true,
plugins: {
legend: {
position: 'right',
},
tooltip: {
callbacks: {
label: function(context) {
return context.label + ': GHS ' +
context.raw.toLocaleString();
}
}
}
}
}
});
</script>
</body>
</html>

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