Merge pull request #15232 from eileenmcnaughton/credit
[civicrm-core.git] / CRM / Report / Form / Contribute / Recur.php
1 <?php
2 /*
3 +--------------------------------------------------------------------+
4 | CiviCRM version 5 |
5 +--------------------------------------------------------------------+
6 | Copyright CiviCRM LLC (c) 2004-2019 |
7 +--------------------------------------------------------------------+
8 | This file is a part of CiviCRM. |
9 | |
10 | CiviCRM is free software; you can copy, modify, and distribute it |
11 | under the terms of the GNU Affero General Public License |
12 | Version 3, 19 November 2007 and the CiviCRM Licensing Exception. |
13 | |
14 | CiviCRM is distributed in the hope that it will be useful, but |
15 | WITHOUT ANY WARRANTY; without even the implied warranty of |
16 | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. |
17 | See the GNU Affero General Public License for more details. |
18 | |
19 | You should have received a copy of the GNU Affero General Public |
20 | License and the CiviCRM Licensing Exception along |
21 | with this program; if not, contact CiviCRM LLC |
22 | at info[AT]civicrm[DOT]org. If you have questions about the |
23 | GNU Affero General Public License or the licensing of CiviCRM, |
24 | see the CiviCRM license FAQ at http://civicrm.org/licensing |
25 +--------------------------------------------------------------------+
26 */
27
28 /**
29 *
30 * @package CRM
31 * @copyright CiviCRM LLC (c) 2004-2019
32 * $Id$
33 *
34 */
35 class CRM_Report_Form_Contribute_Recur extends CRM_Report_Form {
36
37 /**
38 * This report has not been optimised for group filtering.
39 *
40 * The functionality for group filtering has been improved but not
41 * all reports have been adjusted to take care of it. This report has not
42 * and will run an inefficient query until fixed.
43 *
44 * CRM-19170
45 *
46 * @var bool
47 */
48 protected $groupFilterNotOptimised = TRUE;
49
50 /**
51 * Class constructor.
52 */
53 public function __construct() {
54 $this->_columns = [
55 'civicrm_contact' => [
56 'dao' => 'CRM_Contact_DAO_Contact',
57 'order_bys' => [
58 'sort_name' => [
59 'title' => ts("Last name, First name"),
60 ],
61 ],
62 'fields' => [
63 'sort_name' => [
64 'title' => ts('Contact Name'),
65 'no_repeat' => TRUE,
66 'default' => TRUE,
67 ],
68 'id' => [
69 'no_display' => TRUE,
70 'required' => TRUE,
71 ],
72 ],
73 ],
74 'civicrm_email' => [
75 'dao' => 'CRM_Core_DAO_Email',
76 'fields' => [
77 'email' => [
78 'title' => ts('Email'),
79 'no_repeat' => TRUE,
80 ],
81 ],
82 'grouping' => 'contact-fields',
83 ],
84 'civicrm_phone' => [
85 'dao' => 'CRM_Core_DAO_Phone',
86 'fields' => [
87 'phone' => [
88 'title' => ts('Phone'),
89 'no_repeat' => TRUE,
90 ],
91 ],
92 'grouping' => 'contact-fields',
93 ],
94 'civicrm_contribution' => [
95 'dao' => 'CRM_Contribute_DAO_Contribution',
96 'fields' => [
97 'id' => [
98 'no_display' => TRUE,
99 'required' => TRUE,
100 ],
101 'total_amount' => [
102 'title' => ts('Amount Contributed to Date'),
103 'statistics' => [
104 'sum' => ts("Total Amount Contributed"),
105 ],
106 ],
107 ],
108 ],
109 'civicrm_financial_trxn' => [
110 'dao' => 'CRM_Financial_DAO_FinancialTrxn',
111 'fields' => [
112 'card_type_id' => [
113 'title' => ts('Credit Card Type'),
114 'dbAlias' => 'GROUP_CONCAT(financial_trxn_civireport.card_type_id SEPARATOR ",")',
115 ],
116 ],
117 'filters' => [
118 'card_type_id' => [
119 'title' => ts('Credit Card Type'),
120 'operatorType' => CRM_Report_Form::OP_MULTISELECT,
121 'options' => CRM_Financial_DAO_FinancialTrxn::buildOptions('card_type_id'),
122 'default' => NULL,
123 'type' => CRM_Utils_Type::T_STRING,
124 ],
125 ],
126 ],
127 'civicrm_contribution_recur' => [
128 'dao' => 'CRM_Contribute_DAO_ContributionRecur',
129 'fields' => [
130 'id' => [
131 'no_display' => TRUE,
132 'required' => TRUE,
133 ],
134 'currency' => [
135 'title' => ts("Currency"),
136 'required' => TRUE,
137 'no_display' => TRUE,
138 ],
139 'contribution_status_id' => [
140 'title' => ts('Contribution Status'),
141 ],
142 'frequency_interval' => [
143 'title' => ts('Frequency interval'),
144 'default' => TRUE,
145 ],
146 'frequency_unit' => [
147 'title' => ts('Frequency unit'),
148 'default' => TRUE,
149 ],
150 'amount' => [
151 'title' => ts('Installment Amount'),
152 'default' => TRUE,
153 ],
154 'installments' => [
155 'title' => ts('Installments'),
156 'default' => TRUE,
157 ],
158 'start_date' => [
159 'title' => ts('Start Date'),
160 ],
161 'create_date' => [
162 'title' => ts('Create Date'),
163 ],
164 'modified_date' => [
165 'title' => ts('Modified Date'),
166 ],
167 'cancel_date' => [
168 'title' => ts('Cancel Date'),
169 ],
170 'end_date' => [
171 'title' => ts('End Date'),
172 ],
173 'next_sched_contribution_date' => [
174 'title' => ts('Next Scheduled Contribution Date'),
175 ],
176 'failure_count' => [
177 'title' => ts('Failure Count'),
178 ],
179 'failure_retry_date' => [
180 'title' => ts('Failure Retry Date'),
181 ],
182 'payment_processor_id' => [
183 'title' => ts('Payment Processor'),
184 ],
185 ],
186 'filters' => [
187 'contribution_status_id' => [
188 'title' => ts('Contribution Status'),
189 'operatorType' => CRM_Report_Form::OP_MULTISELECT,
190 'options' => CRM_Contribute_PseudoConstant::contributionStatus(NULL, 'label'),
191 'default' => [5],
192 'type' => CRM_Utils_Type::T_INT,
193 ],
194 'currency' => [
195 'title' => ts('Currency'),
196 'operatorType' => CRM_Report_Form::OP_MULTISELECT,
197 'options' => CRM_Core_OptionGroup::values('currencies_enabled'),
198 'default' => NULL,
199 'type' => CRM_Utils_Type::T_STRING,
200 ],
201 'financial_type_id' => [
202 'title' => ts('Financial Type'),
203 'operatorType' => CRM_Report_Form::OP_MULTISELECT,
204 'options' => CRM_Financial_BAO_FinancialType::getAvailableFinancialTypes(),
205 'type' => CRM_Utils_Type::T_INT,
206 ],
207 'frequency_unit' => [
208 'title' => ts('Frequency Unit'),
209 'operatorType' => CRM_Report_Form::OP_MULTISELECT,
210 'options' => CRM_Core_OptionGroup::values('recur_frequency_units'),
211 'type' => CRM_Utils_Type::T_STRING,
212 ],
213 'frequency_interval' => [
214 'title' => ts('Frequency Interval'),
215 'type' => CRM_Utils_Type::T_INT,
216 ],
217 'amount' => [
218 'title' => ts('Installment Amount'),
219 'type' => CRM_Utils_Type::T_MONEY,
220 ],
221 'installments' => [
222 'title' => ts('Installments'),
223 'type' => CRM_Utils_Type::T_INT,
224 ],
225 'start_date' => [
226 'title' => ts('Start Date'),
227 'operatorType' => CRM_Report_Form::OP_DATE,
228 'type' => CRM_Utils_Type::T_DATE + CRM_Utils_Type::T_TIME,
229 ],
230 'next_sched_contribution_date' => [
231 'title' => ts('Next Scheduled Contribution Date'),
232 'operatorType' => CRM_Report_Form::OP_DATE,
233 'type' => CRM_Utils_Type::T_DATE + CRM_Utils_Type::T_TIME,
234 ],
235 'end_date' => [
236 'title' => ts('End Date'),
237 'operatorType' => CRM_Report_Form::OP_DATE,
238 'type' => CRM_Utils_Type::T_DATE + CRM_Utils_Type::T_TIME,
239 ],
240 'modified_date' => [
241 'title' => ts('Last Contribution Processed'),
242 'operatorType' => CRM_Report_Form::OP_DATE,
243 'type' => CRM_Utils_Type::T_DATE + CRM_Utils_Type::T_TIME,
244 ],
245 'calculated_end_date' => [
246 'title' => ts('Calculated end date (either end date or date all installments will be made)'),
247 'description' => "does this work?",
248 'operatorType' => CRM_Report_Form::OP_DATE,
249 'pseudofield' => TRUE,
250 ],
251 'payment_processor_id' => [
252 'title' => ts('Payment Processor'),
253 'operatorType' => CRM_Report_Form::OP_MULTISELECT,
254 'options' => CRM_Contribute_BAO_ContributionRecur::buildOptions('payment_processor_id', 'get'),
255 'default' => NULL,
256 'type' => CRM_Utils_Type::T_INT,
257 ],
258 ],
259 ],
260 ];
261 $this->_currencyColumn = 'civicrm_contribution_recur_currency';
262 $this->_groupFilter = TRUE;
263 parent::__construct();
264 }
265
266 /**
267 * Get template file name.
268 *
269 * @return string
270 */
271 public function getTemplateName() {
272 return 'CRM/Report/Form.tpl';
273 }
274
275 /**
276 * Generate FROM SQL clause.
277 */
278 public function from() {
279 $this->_from = "
280 FROM civicrm_contact {$this->_aliases['civicrm_contact']}
281 INNER JOIN civicrm_contribution_recur {$this->_aliases['civicrm_contribution_recur']}
282 ON {$this->_aliases['civicrm_contact']}.id = {$this->_aliases['civicrm_contribution_recur']}.contact_id";
283 $this->_from .= "
284 LEFT JOIN civicrm_contribution {$this->_aliases['civicrm_contribution']}
285 ON {$this->_aliases['civicrm_contribution_recur']}.id = {$this->_aliases['civicrm_contribution']}.contribution_recur_id";
286
287 $this->joinPhoneFromContact();
288 $this->joinEmailFromContact();
289
290 // for credit card type
291 $this->addFinancialTrxnFromClause();
292 }
293
294 public function groupBy() {
295 $this->_groupBy = CRM_Contact_BAO_Query::getGroupByFromSelectColumns($this->_selectClauses, "{$this->_aliases['civicrm_contribution_recur']}.id");
296 }
297
298 public function where() {
299 parent::where();
300 // Handle calculated end date. This can come from one of two sources:
301 // Either there is a specified end date for the end_date field
302 // Or, we calculate the end date based on the start date +
303 // installments * intervals using the mysql date_add function, along
304 // with the interval unit (e.g. DATE_ADD(start_date, INTERVAL 12 * 1 MONTH)
305 $date_suffixes = ['relative', 'from', 'to'];
306 foreach ($date_suffixes as $suffix) {
307 $isBreak = FALSE;
308 // Check to see if the user wants to search by calculated date.
309 if (!empty($this->_params['calculated_end_date_' . $suffix])) {
310 // The calculated date field is in use - spring into action
311 // Gather values
312 $relative = CRM_Utils_Array::value("calculated_end_date_relative", $this->_params);
313 $from = CRM_Utils_Array::value("calculated_end_date_from", $this->_params);
314 $to = CRM_Utils_Array::value("calculated_end_date_to", $this->_params);
315 $end_date_db_alias = $this->_columns['civicrm_contribution_recur']['filters']['end_date']['dbAlias'];
316 $end_date_type = $this->_columns['civicrm_contribution_recur']['filters']['end_date']['type'];
317 $start_date_type = $this->_columns['civicrm_contribution_recur']['filters']['start_date']['type'];
318 $frequency_unit_db_alias = $this->_columns['civicrm_contribution_recur']['filters']['frequency_unit']['dbAlias'];
319 $frequency_interval_db_alias = $this->_columns['civicrm_contribution_recur']['filters']['frequency_interval']['dbAlias'];
320 $installments_db_alias = $this->_columns['civicrm_contribution_recur']['filters']['installments']['dbAlias'];
321 $start_date_db_alias = $this->_columns['civicrm_contribution_recur']['filters']['start_date']['dbAlias'];
322
323 // The end date clause is simple to construct
324 $end_date_clause = $this->dateClause($end_date_db_alias, $relative, $from, $to, $end_date_type, NULL, NULL);
325
326 // NOTE: For the calculation based on installment, there doesn't
327 // seem to be a way to include the interval unit (e.g. month,
328 // date, etc) as a field name - so we have to build a complex
329 // OR statement instead.
330
331 $this->_where .= 'AND (' .
332 $this->dateClause("DATE_ADD($start_date_db_alias, INTERVAL $installments_db_alias * COALESCE($frequency_interval_db_alias,1) month)",
333 $relative, $from, $to, $start_date_type, NULL, NULL);
334 $this->_where .= " AND $frequency_unit_db_alias = 'month' ) OR \n";
335
336 $this->_where .= '(' .
337 $this->dateClause("DATE_ADD($start_date_db_alias, INTERVAL $installments_db_alias * COALESCE($frequency_interval_db_alias,1) day)",
338 $relative, $from, $to, $start_date_type, NULL, NULL);
339 $this->_where .= " AND $frequency_unit_db_alias = 'day' ) OR \n";
340
341 $this->_where .= '(' .
342 $this->dateClause("DATE_ADD($start_date_db_alias, INTERVAL $installments_db_alias * COALESCE($frequency_interval_db_alias, 1) week)",
343 $relative, $from, $to, $start_date_type, NULL, NULL);
344 $this->_where .= " AND $frequency_unit_db_alias = 'week' ) OR \n";
345
346 $this->_where .= '(' .
347 $this->dateClause("DATE_ADD($start_date_db_alias, INTERVAL $installments_db_alias * COALESCE($frequency_interval_db_alias, 1) year)",
348 $relative, $from, $to, $start_date_type, NULL, NULL);
349 $this->_where .= " AND $frequency_unit_db_alias = 'year' )
350 AND (($end_date_db_alias IS NOT NULL AND $end_date_clause)
351 OR ($installments_db_alias IS NOT NULL))
352 ";
353 $isBreak = TRUE;
354 }
355 if (!empty($this->_params['modified_date_' . $suffix])) {
356 $this->_where .= " AND {$this->_aliases['civicrm_contribution_recur']}.contribution_status_id = 1";
357 $isBreak = TRUE;
358 }
359 if (!empty($isBreak)) {
360 break;
361 }
362 }
363 }
364
365 /**
366 * Alter display of rows.
367 *
368 * Iterate through the rows retrieved via SQL and make changes for display purposes,
369 * such as rendering contacts as links.
370 *
371 * @param array $rows
372 * Rows generated by SQL, with an array for each row.
373 */
374 public function alterDisplay(&$rows) {
375 $contributionStatus = CRM_Contribute_PseudoConstant::contributionStatus(NULL, 'label');
376 foreach ($rows as $rowNum => $row) {
377 // convert display name to links
378 if (array_key_exists('civicrm_contact_sort_name', $row) &&
379 CRM_Utils_Array::value('civicrm_contact_sort_name', $rows[$rowNum]) &&
380 array_key_exists('civicrm_contact_id', $row)
381 ) {
382 $url = CRM_Utils_System::url('civicrm/contact/view',
383 'reset=1&cid=' . $row['civicrm_contact_id'],
384 $this->_absoluteUrl
385 );
386 $rows[$rowNum]['civicrm_contact_sort_name_link'] = $url;
387 $rows[$rowNum]['civicrm_contact_sort_name_hover'] = ts('View Contact Summary for this Contact.');
388 }
389
390 // handle contribution status id
391 if ($value = CRM_Utils_Array::value('civicrm_contribution_recur_contribution_status_id', $row)) {
392 $rows[$rowNum]['civicrm_contribution_recur_contribution_status_id'] = $contributionStatus[$value];
393 }
394
395 if ($value = CRM_Utils_Array::value('civicrm_contribution_recur_amount', $row)) {
396 $rows[$rowNum]['civicrm_contribution_recur_amount'] = CRM_Utils_Money::format($rows[$rowNum]['civicrm_contribution_recur_amount'], $rows[$rowNum]['civicrm_contribution_recur_currency']);
397 }
398
399 if (!empty($row['civicrm_financial_trxn_card_type_id'])) {
400 $rows[$rowNum]['civicrm_financial_trxn_card_type_id'] = $this->getLabels($row['civicrm_financial_trxn_card_type_id'], 'CRM_Financial_DAO_FinancialTrxn', 'card_type_id');
401 }
402
403 if (!empty($row['civicrm_contribution_recur_payment_processor_id'])) {
404 $rows[$rowNum]['civicrm_contribution_recur_payment_processor_id'] = $this->getLabels($row['civicrm_contribution_recur_payment_processor_id'], 'CRM_Contribute_BAO_ContributionRecur', 'payment_processor_id');
405 }
406 }
407 }
408
409 }