Stabile 1.0 Version Firmen Statistik Widgets und

Beurteilung der Rechnungsfristen auf der Kundenkarte
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Eduard Wisch 2026-01-30 11:41:02 +01:00
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# CHANGELOG MODULE BUCHALTUNGSWIDGET FOR [DOLIBARR ERP CRM](https://www.dolibarr.org)
## 1.0
Initial version

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# BUCHHALTUNGS-WIDGET / ACCOUNTING WIDGETS FOR [DOLIBARR ERP & CRM](https://www.dolibarr.org)
**Version:** 1.0
**Compatibility:** Dolibarr 19.0+
**Author:** Eduard Wisch - Data IT Solution
**License:** GPL v3+
---
## Deutsch
### Beschreibung
Das Buchhaltungs-Widget Modul erweitert Dolibarr um drei leistungsstarke Dashboard-Widgets fuer die Finanzuebersicht sowie eine Zahlungsstatistik auf der Kundenkarte.
### Widgets
#### 1. Umsatzsteuer-Uebersicht (USt)
- Quartalsweise Darstellung der USt-Zahllast
- Vergleich mit Vorjahr (gestrichelte Linie)
- Aktuelles Quartal hervorgehoben
- Farbcodierung: Rot = Zahllast, Gruen = Erstattung
- Detailseite mit monatlicher/quartalsweiser Ansicht
#### 2. Gewinn/Verlust
- Kumulierter Gewinn/Verlust im Jahresverlauf
- Beruecksichtigt nur kundenbezogene Materialkosten
- Keine Betriebskosten (Miete, Nebenkosten etc.)
- Schaetzung der Einkommensteuer
- Farbige Linie: Gruen = Gewinn, Rot = Verlust
#### 3. Rentabilitaet
- Vergleich: Materialeinkauf vs. Rechnungsstellung
- Gewinnmarge in Prozent
- Produktivitaetsbewertung mit 5 Stufen:
- Ausgezeichnet (>50%)
- Gut (30-50%)
- Durchschnittlich (15-30%)
- Niedrig (0-15%)
- Kritisch (<0%)
### Zahlungsstatistik (Kundenkarte)
Zeigt auf der Kundenkarte das Zahlungsverhalten des Kunden:
- Durchschnittliche Zahlungsdauer
- Vergleich zur Faelligkeit
- Farbcodierte Bewertung:
- Gruen: Vorbildlich (>5 Tage frueh)
- Blau: Puenktlich
- Gelb: Spaetzahler (bis 7 Tage)
- Orange: Verspaetet (7-14 Tage)
- Rot: Problematisch (>14 Tage)
### Einstellungen
Im Admin-Bereich koennen folgende Optionen konfiguriert werden:
- Zahlungsstatistik auf Kundenkarte ein/ausschalten
- Menueeintrag im Hauptmenue ein/ausschalten
### Installation
1. Ordner `buchaltungswidget` nach `htdocs/custom/` kopieren
2. In Dolibarr: Startseite > Einstellungen > Module
3. Modul "Buchhaltungs-Widget" aktivieren
4. Widgets auf dem Dashboard hinzufuegen
### Voraussetzungen
- Dolibarr 19.0 oder hoeher
- PHP 7.1 oder hoeher
- Modul "Rechnungen" aktiviert
- Modul "Lieferantenrechnungen" aktiviert (fuer vollstaendige Funktion)
---
## English
### Description
The Accounting Widgets module extends Dolibarr with three powerful dashboard widgets for financial overview and payment statistics on the customer card.
### Widgets
#### 1. VAT Overview
- Quarterly VAT balance display
- Year-over-year comparison (dashed line)
- Current quarter highlighted
- Color coding: Red = to pay, Green = refund
- Detail page with monthly/quarterly view
#### 2. Profit/Loss
- Cumulative profit/loss throughout the year
- Only considers customer-related material costs
- Excludes operating costs (rent, utilities, etc.)
- Income tax estimation
- Colored line: Green = profit, Red = loss
#### 3. Profitability
- Comparison: Material purchases vs. invoiced amounts
- Profit margin percentage
- Productivity rating with 5 levels:
- Excellent (>50%)
- Good (30-50%)
- Average (15-30%)
- Low (0-15%)
- Critical (<0%)
### Payment Statistics (Customer Card)
Displays payment behavior on the customer card:
- Average payment duration
- Comparison to due date
- Color-coded rating:
- Green: Excellent (>5 days early)
- Blue: On time
- Yellow: Slow payer (up to 7 days)
- Orange: Late (7-14 days)
- Red: Critical (>14 days)
### Settings
The following options can be configured in the admin area:
- Enable/disable payment statistics on customer card
- Enable/disable menu entry in main menu
### Installation
1. Copy `buchaltungswidget` folder to `htdocs/custom/`
2. In Dolibarr: Home > Setup > Modules
3. Enable "Accounting Widgets" module
4. Add widgets to your dashboard
### Requirements
- Dolibarr 19.0 or higher
- PHP 7.1 or higher
- "Invoices" module enabled
- "Supplier Invoices" module enabled (for full functionality)
---
## Changelog
### Version 1.0
- Initial release
- VAT Overview Widget with quarterly/monthly view
- Profit/Loss Widget with cumulative chart
- Profitability Widget with productivity rating
- Payment statistics on customer card
- Full German and English translations
- Theme-compatible styling (Dark/Light mode)
- Admin settings for feature toggling
---
## License
This program is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version.
## Support
For issues and feature requests, please contact:
- Email: data@data-it-solution.de

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<?php
/* Copyright (C) 2004-2017 Laurent Destailleur <eldy@users.sourceforge.net>
* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
* Copyright (C) 2024 Frédéric France <frederic.france@free.fr>
*
* This program is free software: you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation, either version 3 of the License, or
* (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/
/**
* \file buchaltungswidget/admin/about.php
* \ingroup buchaltungswidget
* \brief About page of module BuchaltungsWidget.
*/
// Load Dolibarr environment
$res = 0;
// Try main.inc.php into web root known defined into CONTEXT_DOCUMENT_ROOT (not always defined)
if (!$res && !empty($_SERVER["CONTEXT_DOCUMENT_ROOT"])) {
$res = @include $_SERVER["CONTEXT_DOCUMENT_ROOT"]."/main.inc.php";
}
// Try main.inc.php into web root detected using web root calculated from SCRIPT_FILENAME
$tmp = empty($_SERVER['SCRIPT_FILENAME']) ? '' : $_SERVER['SCRIPT_FILENAME'];
$tmp2 = realpath(__FILE__);
$i = strlen($tmp) - 1;
$j = strlen($tmp2) - 1;
while ($i > 0 && $j > 0 && isset($tmp[$i]) && isset($tmp2[$j]) && $tmp[$i] == $tmp2[$j]) {
$i--;
$j--;
}
if (!$res && $i > 0 && file_exists(substr($tmp, 0, ($i + 1))."/main.inc.php")) {
$res = @include substr($tmp, 0, ($i + 1))."/main.inc.php";
}
if (!$res && $i > 0 && file_exists(dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php")) {
$res = @include dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php";
}
// Try main.inc.php using relative path
if (!$res && file_exists("../../main.inc.php")) {
$res = @include "../../main.inc.php";
}
if (!$res && file_exists("../../../main.inc.php")) {
$res = @include "../../../main.inc.php";
}
if (!$res) {
die("Include of main fails");
}
// Libraries
require_once DOL_DOCUMENT_ROOT.'/core/lib/admin.lib.php';
require_once DOL_DOCUMENT_ROOT.'/core/lib/functions2.lib.php';
require_once '../lib/buchaltungswidget.lib.php';
/**
* @var Conf $conf
* @var DoliDB $db
* @var HookManager $hookmanager
* @var Translate $langs
* @var User $user
*/
// Translations
$langs->loadLangs(array("errors", "admin", "buchaltungswidget@buchaltungswidget"));
// Access control
if (!$user->admin) {
accessforbidden();
}
// Parameters
$action = GETPOST('action', 'aZ09');
$backtopage = GETPOST('backtopage', 'alpha');
/*
* Actions
*/
// None
/*
* View
*/
$form = new Form($db);
$help_url = '';
$title = "BuchaltungsWidgetSetup";
llxHeader('', $langs->trans($title), $help_url, '', 0, 0, '', '', '', 'mod-buchaltungswidget page-admin_about');
// Subheader
$linkback = '<a href="'.($backtopage ? $backtopage : DOL_URL_ROOT.'/admin/modules.php?restore_lastsearch_values=1').'">'.$langs->trans("BackToModuleList").'</a>';
print load_fiche_titre($langs->trans($title), $linkback, 'title_setup');
// Configuration header
$head = buchaltungswidgetAdminPrepareHead();
print dol_get_fiche_head($head, 'about', $langs->trans($title), 0, 'buchaltungswidget@buchaltungswidget');
dol_include_once('/buchaltungswidget/core/modules/modBuchaltungsWidget.class.php');
$tmpmodule = new modBuchaltungsWidget($db);
print $tmpmodule->getDescLong();
// Page end
print dol_get_fiche_end();
llxFooter();
$db->close();

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<?php
/* Copyright (C) 2004-2017 Laurent Destailleur <eldy@users.sourceforge.net>
* Copyright (C) 2024 Frédéric France <frederic.france@free.fr>
* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software: you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation, either version 3 of the License, or
* (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/
/**
* \file buchaltungswidget/admin/setup.php
* \ingroup buchaltungswidget
* \brief BuchaltungsWidget setup page.
*/
// Load Dolibarr environment
$res = 0;
if (!$res && !empty($_SERVER["CONTEXT_DOCUMENT_ROOT"])) {
$res = @include $_SERVER["CONTEXT_DOCUMENT_ROOT"]."/main.inc.php";
}
$tmp = empty($_SERVER['SCRIPT_FILENAME']) ? '' : $_SERVER['SCRIPT_FILENAME'];
$tmp2 = realpath(__FILE__);
$i = strlen($tmp) - 1;
$j = strlen($tmp2) - 1;
while ($i > 0 && $j > 0 && isset($tmp[$i]) && isset($tmp2[$j]) && $tmp[$i] == $tmp2[$j]) {
$i--;
$j--;
}
if (!$res && $i > 0 && file_exists(substr($tmp, 0, ($i + 1))."/main.inc.php")) {
$res = @include substr($tmp, 0, ($i + 1))."/main.inc.php";
}
if (!$res && $i > 0 && file_exists(dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php")) {
$res = @include dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php";
}
if (!$res && file_exists("../../main.inc.php")) {
$res = @include "../../main.inc.php";
}
if (!$res && file_exists("../../../main.inc.php")) {
$res = @include "../../../main.inc.php";
}
if (!$res) {
die("Include of main fails");
}
// Libraries
require_once DOL_DOCUMENT_ROOT."/core/lib/admin.lib.php";
require_once '../lib/buchaltungswidget.lib.php';
// Translations
$langs->loadLangs(array("admin", "buchaltungswidget@buchaltungswidget"));
// Parameters
$action = GETPOST('action', 'aZ09');
$backtopage = GETPOST('backtopage', 'alpha');
// Access control
if (!$user->admin) {
accessforbidden();
}
/*
* Actions
*/
if ($action == 'update') {
$error = 0;
// Save settings
$res = dolibarr_set_const($db, 'BUCHALTUNGSWIDGET_SHOW_PAYMENT_STATS', GETPOST('BUCHALTUNGSWIDGET_SHOW_PAYMENT_STATS', 'int'), 'chaine', 0, '', $conf->entity);
if (!($res > 0)) {
$error++;
}
$res = dolibarr_set_const($db, 'BUCHALTUNGSWIDGET_SHOW_MENU', GETPOST('BUCHALTUNGSWIDGET_SHOW_MENU', 'int'), 'chaine', 0, '', $conf->entity);
if (!($res > 0)) {
$error++;
}
if (!$error) {
setEventMessages($langs->trans("SetupSaved"), null, 'mesgs');
} else {
setEventMessages($langs->trans("Error"), null, 'errors');
}
}
/*
* View
*/
$form = new Form($db);
$title = "BuchaltungsWidgetSetup";
llxHeader('', $langs->trans($title), '', '', 0, 0, '', '', '', 'mod-buchaltungswidget page-admin');
// Subheader
$linkback = '<a href="'.($backtopage ? $backtopage : DOL_URL_ROOT.'/admin/modules.php?restore_lastsearch_values=1').'">'.$langs->trans("BackToModuleList").'</a>';
print load_fiche_titre($langs->trans($title), $linkback, 'title_setup');
// Configuration header
$head = buchaltungswidgetAdminPrepareHead();
print dol_get_fiche_head($head, 'settings', $langs->trans($title), -1, "fa-chart-line");
print '<form method="POST" action="'.$_SERVER["PHP_SELF"].'">';
print '<input type="hidden" name="token" value="'.newToken().'">';
print '<input type="hidden" name="action" value="update">';
print '<table class="noborder centpercent">';
// Table header
print '<tr class="liste_titre">';
print '<td>'.$langs->trans("Parameter").'</td>';
print '<td>'.$langs->trans("Value").'</td>';
print '</tr>';
// Show payment statistics on customer card
print '<tr class="oddeven">';
print '<td>'.$langs->trans("ShowPaymentStatsOnCustomerCard").'</td>';
print '<td>';
print $form->selectyesno('BUCHALTUNGSWIDGET_SHOW_PAYMENT_STATS', getDolGlobalInt('BUCHALTUNGSWIDGET_SHOW_PAYMENT_STATS', 1), 1);
print '</td>';
print '</tr>';
print '</table>';
print '<br>';
print '<div class="center">';
print '<input type="submit" class="button button-save" value="'.$langs->trans("Save").'">';
print '</div>';
print '</form>';
// Info box
print '<br>';
print '<div class="info">';
print '<strong>'.$langs->trans("Note").':</strong> ';
print $langs->trans("SettingsNote");
print '</div>';
// Page end
print dol_get_fiche_end();
llxFooter();
$db->close();

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<?php
/* Copyright (C) 2001-2005 Rodolphe Quiedeville <rodolphe@quiedeville.org>
* Copyright (C) 2004-2015 Laurent Destailleur <eldy@users.sourceforge.net>
* Copyright (C) 2005-2012 Regis Houssin <regis.houssin@inodbox.com>
* Copyright (C) 2015 Jean-François Ferry <jfefe@aternatik.fr>
* Copyright (C) 2024 Frédéric France <frederic.france@free.fr>
* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/
/**
* \file buchaltungswidget/buchaltungswidgetindex.php
* \ingroup buchaltungswidget
* \brief Home page of buchaltungswidget top menu
*/
// Load Dolibarr environment
$res = 0;
// Try main.inc.php into web root known defined into CONTEXT_DOCUMENT_ROOT (not always defined)
if (!$res && !empty($_SERVER["CONTEXT_DOCUMENT_ROOT"])) {
$res = @include $_SERVER["CONTEXT_DOCUMENT_ROOT"]."/main.inc.php";
}
// Try main.inc.php into web root detected using web root calculated from SCRIPT_FILENAME
$tmp = empty($_SERVER['SCRIPT_FILENAME']) ? '' : $_SERVER['SCRIPT_FILENAME'];
$tmp2 = realpath(__FILE__);
$i = strlen($tmp) - 1;
$j = strlen($tmp2) - 1;
while ($i > 0 && $j > 0 && isset($tmp[$i]) && isset($tmp2[$j]) && $tmp[$i] == $tmp2[$j]) {
$i--;
$j--;
}
if (!$res && $i > 0 && file_exists(substr($tmp, 0, ($i + 1))."/main.inc.php")) {
$res = @include substr($tmp, 0, ($i + 1))."/main.inc.php";
}
if (!$res && $i > 0 && file_exists(dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php")) {
$res = @include dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php";
}
// Try main.inc.php using relative path
if (!$res && file_exists("../main.inc.php")) {
$res = @include "../main.inc.php";
}
if (!$res && file_exists("../../main.inc.php")) {
$res = @include "../../main.inc.php";
}
if (!$res && file_exists("../../../main.inc.php")) {
$res = @include "../../../main.inc.php";
}
if (!$res) {
die("Include of main fails");
}
require_once DOL_DOCUMENT_ROOT.'/core/class/html.formfile.class.php';
/**
* @var Conf $conf
* @var DoliDB $db
* @var HookManager $hookmanager
* @var Translate $langs
* @var User $user
*/
// Load translation files required by the page
$langs->loadLangs(array("buchaltungswidget@buchaltungswidget"));
$action = GETPOST('action', 'aZ09');
$now = dol_now();
$max = getDolGlobalInt('MAIN_SIZE_SHORTLIST_LIMIT', 5);
// Security check - Protection if external user
$socid = GETPOSTINT('socid');
if (!empty($user->socid) && $user->socid > 0) {
$action = '';
$socid = $user->socid;
}
// Initialize a technical object to manage hooks. Note that conf->hooks_modules contains array
//$hookmanager->initHooks(array($object->element.'index'));
// Security check (enable the most restrictive one)
//if ($user->socid > 0) accessforbidden();
//if ($user->socid > 0) $socid = $user->socid;
//if (!isModEnabled('buchaltungswidget')) {
// accessforbidden('Module not enabled');
//}
//if (! $user->hasRight('buchaltungswidget', 'myobject', 'read')) {
// accessforbidden();
//}
//restrictedArea($user, 'buchaltungswidget', 0, 'buchaltungswidget_myobject', 'myobject', '', 'rowid');
//if (empty($user->admin)) {
// accessforbidden('Must be admin');
//}
/*
* Actions
*/
// None
/*
* View
*/
$form = new Form($db);
$formfile = new FormFile($db);
llxHeader("", $langs->trans("BuchaltungsWidgetArea"), '', '', 0, 0, '', '', '', 'mod-buchaltungswidget page-index');
print load_fiche_titre($langs->trans("BuchaltungsWidgetArea"), '', 'buchaltungswidget.png@buchaltungswidget');
print '<div class="fichecenter"><div class="fichethirdleft">';
/* BEGIN MODULEBUILDER DRAFT MYOBJECT
// Draft MyObject
if (isModEnabled('buchaltungswidget') && $user->hasRight('buchaltungswidget', 'read')) {
$langs->load("orders");
$sql = "SELECT c.rowid, c.ref, c.ref_client, c.total_ht, c.tva as total_tva, c.total_ttc, s.rowid as socid, s.nom as name, s.client, s.canvas";
$sql.= ", s.code_client";
$sql.= " FROM ".$db->prefix()."commande as c";
$sql.= ", ".$db->prefix()."societe as s";
$sql.= " WHERE c.fk_soc = s.rowid";
$sql.= " AND c.fk_statut = 0";
$sql.= " AND c.entity IN (".getEntity('commande').")";
if ($socid) $sql.= " AND c.fk_soc = ".((int) $socid);
$resql = $db->query($sql);
if ($resql)
{
$total = 0;
$num = $db->num_rows($resql);
print '<table class="noborder centpercent">';
print '<tr class="liste_titre">';
print '<th colspan="3">'.$langs->trans("DraftMyObjects").($num?'<span class="badge marginleftonlyshort">'.$num.'</span>':'').'</th></tr>';
$var = true;
if ($num > 0)
{
$i = 0;
while ($i < $num)
{
$obj = $db->fetch_object($resql);
print '<tr class="oddeven"><td class="nowrap">';
$myobjectstatic->id=$obj->rowid;
$myobjectstatic->ref=$obj->ref;
$myobjectstatic->ref_client=$obj->ref_client;
$myobjectstatic->total_ht = $obj->total_ht;
$myobjectstatic->total_tva = $obj->total_tva;
$myobjectstatic->total_ttc = $obj->total_ttc;
print $myobjectstatic->getNomUrl(1);
print '</td>';
print '<td class="nowrap">';
print '</td>';
print '<td class="right" class="nowrap">'.price($obj->total_ttc).'</td></tr>';
$i++;
$total += $obj->total_ttc;
}
if ($total>0)
{
print '<tr class="liste_total"><td>'.$langs->trans("Total").'</td><td colspan="2" class="right">'.price($total)."</td></tr>";
}
}
else
{
print '<tr class="oddeven"><td colspan="3" class="opacitymedium">'.$langs->trans("NoOrder").'</td></tr>';
}
print "</table><br>";
$db->free($resql);
}
else
{
dol_print_error($db);
}
}
END MODULEBUILDER DRAFT MYOBJECT */
print '</div><div class="fichetwothirdright">';
/* BEGIN MODULEBUILDER LASTMODIFIED MYOBJECT
// Last modified myobject
if (isModEnabled('buchaltungswidget') && $user->hasRight('buchaltungswidget', 'read')) {
$sql = "SELECT s.rowid, s.ref, s.label, s.date_creation, s.tms";
$sql.= " FROM ".$db->prefix()."buchaltungswidget_myobject as s";
$sql.= " WHERE s.entity IN (".getEntity($myobjectstatic->element).")";
//if ($socid) $sql.= " AND s.rowid = $socid";
$sql .= " ORDER BY s.tms DESC";
$sql .= $db->plimit($max, 0);
$resql = $db->query($sql);
if ($resql)
{
$num = $db->num_rows($resql);
$i = 0;
print '<table class="noborder centpercent">';
print '<tr class="liste_titre">';
print '<th colspan="2">';
print $langs->trans("BoxTitleLatestModifiedMyObjects", $max);
print '</th>';
print '<th class="right">'.$langs->trans("DateModificationShort").'</th>';
print '</tr>';
if ($num)
{
while ($i < $num)
{
$objp = $db->fetch_object($resql);
$myobjectstatic->id=$objp->rowid;
$myobjectstatic->ref=$objp->ref;
$myobjectstatic->label=$objp->label;
$myobjectstatic->status = $objp->status;
print '<tr class="oddeven">';
print '<td class="nowrap">'.$myobjectstatic->getNomUrl(1).'</td>';
print '<td class="right nowrap">';
print "</td>";
print '<td class="right nowrap">'.dol_print_date($db->jdate($objp->tms), 'day')."</td>";
print '</tr>';
$i++;
}
$db->free($resql);
} else {
print '<tr class="oddeven"><td colspan="3" class="opacitymedium">'.$langs->trans("None").'</td></tr>';
}
print "</table><br>";
}
}
*/
print '</div></div>';
// End of page
llxFooter();
$db->close();

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#!/usr/bin/env php -d memory_limit=256M
<?php
/**
* buildzip.php
*
* Copyright (c) 2023-2025 Eric Seigne <eric.seigne@cap-rel.fr>
*
* This program is free software: you can redistribute it and/or modify
* it under the terms of the GNU Affero General Public License as
* published by the Free Software Foundation, either version 3 of the
* License, or (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU Affero General Public License for more details.
*
* You should have received a copy of the GNU Affero General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/
/*
The goal of that php CLI script is to make zip package of your module
as an alternative to web "build zip" or "perl script makepack"
*/
// ============================================= configuration
/**
* list of files & dirs of your module
*
* @var string[]
*/
$listOfModuleContent = [
'admin',
'ajax',
'backport',
'class',
'css',
'COPYING',
'core',
'img',
'js',
'langs',
'lib',
'sql',
'tpl',
'*.md',
'*.json',
'*.php',
'modulebuilder.txt',
];
/**
* if you want to exclude some files from your zip
*
* @var string[]
*/
$exclude_list = [
'/^.git$/',
'/.*js.map/',
'/DEV.md/'
];
// ============================================= end of configuration
/**
* auto detect module name and version from file name
*
* @return (string|string)[] module name and module version
*/
function detectModule()
{
$name = $version = "";
$tab = glob("core/modules/mod*.class.php");
if (count($tab) == 0) {
echo "[fail] Error on auto detect data : there is no mod*.class.php file into core/modules dir\n";
exit(-1);
}
if (count($tab) == 1) {
$file = $tab[0];
$pattern = "/.*mod(?<mod>.*)\.class\.php/";
if (preg_match_all($pattern, $file, $matches)) {
$name = strtolower(reset($matches['mod']));
}
echo "extract data from $file\n";
if (!file_exists($file) || $name == "") {
echo "[fail] Error on auto detect data\n";
exit(-2);
}
} else {
echo "[fail] Error there is more than one mod*.class.php file into core/modules dir\n";
exit(-3);
}
//extract version from file
$contents = file_get_contents($file);
$pattern = "/^.*this->version\s*=\s*'(?<version>.*)'\s*;.*\$/m";
// search, and store all matching occurrences in $matches
if (preg_match_all($pattern, $contents, $matches)) {
$version = reset($matches['version']);
}
if (version_compare($version, '0.0.1', '>=') != 1) {
echo "[fail] Error auto extract version fail\n";
exit(-4);
}
echo "module name = $name, version = $version\n";
return [(string) $name, (string) $version];
}
/**
* delete recursively a directory
*
* @param string $dir dir path to delete
*
* @return bool true on success or false on failure.
*/
function delTree($dir)
{
$files = array_diff(scandir($dir), array('.', '..'));
foreach ($files as $file) {
(is_dir("$dir/$file")) ? delTree("$dir/$file") : secureUnlink("$dir/$file");
}
return rmdir($dir);
}
/**
* do a secure delete file/dir with double check
* (don't trust unlink return)
*
* @param string $path full path to delete
*
* @return bool true on success ($path does not exists at the end of process), else exit
*/
function secureUnlink($path)
{
if (file_exists($path)) {
if (unlink($path)) {
//then check if really deleted
clearstatcache();
if (file_exists($path)) { // @phpstan-ignore-line
echo "[fail] unlink of $path fail !\n";
exit(-5);
}
} else {
echo "[fail] unlink of $path fail !\n";
exit(-6);
}
}
return true;
}
/**
* create a directory and check if dir exists
*
* @param string $path path to make
*
* @return bool true on success ($path exists at the end of process), else exit
*/
function mkdirAndCheck($path)
{
if (mkdir($path)) {
clearstatcache();
if (is_dir($path)) {
return true;
}
}
echo "[fail] Error on $path (mkdir)\n";
exit(7);
}
/**
* check if that filename is concerned by exclude filter
*
* @param string $filename file name to check
*
* @return bool true if file is in excluded list
*/
function is_excluded($filename)
{
global $exclude_list;
$count = 0;
$notused = preg_filter($exclude_list, '1', $filename, -1, $count);
if ($count > 0) {
echo " - exclude $filename\n";
return true;
}
return false;
}
/**
* recursive copy files & dirs
*
* @param string $src source dir
* @param string $dst target dir
*
* @return bool true on success or false on failure.
*/
function rcopy($src, $dst)
{
if (is_dir($src)) {
// Make the destination directory if not exist
mkdirAndCheck($dst);
// open the source directory
$dir = opendir($src);
// Loop through the files in source directory
while ($file = readdir($dir)) {
if (($file != '.') && ($file != '..')) {
if (is_dir($src . '/' . $file)) {
// Recursively calling custom copy function
// for sub directory
if (!rcopy($src . '/' . $file, $dst . '/' . $file)) {
return false;
}
} else {
if (!is_excluded($file)) {
if (!copy($src . '/' . $file, $dst . '/' . $file)) {
return false;
}
}
}
}
}
closedir($dir);
} elseif (is_file($src)) {
if (!is_excluded($src)) {
if (!copy($src, $dst)) {
return false;
}
}
}
return true;
}
/**
* build a zip file with only php code and no external depends
* on "zip" exec for example
*
* @param string $folder folder to use as zip root
* @param ZipArchive $zip zip object (ZipArchive)
* @param string $root relative root path into the zip
*
* @return bool true on success or false on failure.
*/
function zipDir($folder, &$zip, $root = "")
{
foreach (new \DirectoryIterator($folder) as $f) {
if ($f->isDot()) {
continue;
} //skip . ..
$src = $folder . '/' . $f;
$dst = substr($f->getPathname(), strlen($root));
if ($f->isDir()) {
if ($zip->addEmptyDir($dst)) {
if (zipDir($src, $zip, $root)) {
continue;
} else {
return false;
}
} else {
return false;
}
}
if ($f->isFile()) {
if (! $zip->addFile($src, $dst)) {
return false;
}
}
}
return true;
}
/**
* main part of script
*/
list($mod, $version) = detectModule();
$outzip = sys_get_temp_dir() . "/module_" . $mod . "-" . $version . ".zip";
if (file_exists($outzip)) {
secureUnlink($outzip);
}
//copy all sources into system temp directory
$tmpdir = tempnam(sys_get_temp_dir(), $mod . "-module");
secureUnlink($tmpdir);
mkdirAndCheck($tmpdir);
$dst = $tmpdir . "/" . $mod;
mkdirAndCheck($dst);
foreach ($listOfModuleContent as $moduleContent) {
foreach (glob($moduleContent) as $entry) {
if (!rcopy($entry, $dst . '/' . $entry)) {
echo "[fail] Error on copy " . $entry . " to " . $dst . "/" . $entry . "\n";
echo "Please take time to analyze the problem and fix the bug\n";
exit(-8);
}
}
}
$z = new ZipArchive();
$z->open($outzip, ZIPARCHIVE::CREATE);
zipDir($tmpdir, $z, $tmpdir . '/');
$z->close();
delTree($tmpdir);
if (file_exists($outzip)) {
echo "[success] module archive is ready : $outzip ...\n";
} else {
echo "[fail] build zip error\n";
exit(-9);
}

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# Your module name here
#
# Goal: Goal of module
# Version: <version>
# Author: Copyright <year> - <name of author>
# License: GPLv3
# Install: Just unpack content of module package in Dolibarr directory.
# Setup: Go on Dolibarr setup - modules to enable module.
#
# Files in module
mymodule/

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<?php
/* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*/
/**
* \file htdocs/custom/buchaltungswidget/class/actions_buchaltungswidget.class.php
* \ingroup buchaltungswidget
* \brief Hook actions for displaying payment statistics on thirdparty card
*/
require_once DOL_DOCUMENT_ROOT.'/core/class/commonhookactions.class.php';
/**
* Class ActionsBuchaltungsWidget
*/
class ActionsBuchaltungsWidget extends CommonHookActions
{
/**
* @var DoliDB Database handler
*/
public $db;
/**
* @var string Error message
*/
public $error = '';
/**
* @var array Errors array
*/
public $errors = array();
/**
* @var string HTML output to be printed
*/
public $resprints;
/**
* Constructor
*
* @param DoliDB $db Database handler
*/
public function __construct($db)
{
$this->db = $db;
}
/**
* Hook to add payment statistics on thirdparty card view
*
* @param array $parameters Hook parameters
* @param object $object The object being processed (Societe)
* @param string $action Current action
* @return int 0 = continue, > 0 = replace
*/
public function tabContentViewThirdparty($parameters, &$object, &$action)
{
global $conf, $langs, $user;
// Check if feature is enabled in settings (default: enabled)
if (!getDolGlobalInt('BUCHALTUNGSWIDGET_SHOW_PAYMENT_STATS', 1)) {
return 0;
}
// Check if user has rights
if (!$user->hasRight('facture', 'lire')) {
return 0;
}
// Only show for customers (client = 1, 2 or 3)
if (empty($object->client)) {
return 0;
}
$langs->load("buchaltungswidget@buchaltungswidget");
// Get payment statistics
$stats = $this->getPaymentStatistics($object->id);
if ($stats['invoice_count'] == 0) {
// No invoices yet
return 0;
}
// Determine color based on payment behavior
$colorClass = $this->getPaymentColorClass($stats);
$icon = $this->getPaymentIcon($stats);
// Build HTML output
$html = '';
$html .= '<div class="fichecenter">';
$html .= '<div class="payment-stats-box payment-stats-'.$colorClass.'" style="margin-bottom: 15px; padding: 12px 15px; border-radius: 6px; border: 2px solid; display: flex; align-items: center; gap: 15px;">';
// Icon
$html .= '<div class="payment-stats-icon" style="font-size: 2em;">'.$icon.'</div>';
// Stats content
$html .= '<div class="payment-stats-content" style="flex: 1;">';
$html .= '<div style="font-weight: 600; margin-bottom: 5px;">'.$langs->trans("PaymentBehavior").'</div>';
$html .= '<div style="display: flex; gap: 20px; flex-wrap: wrap;">';
// Average payment days
$html .= '<div>';
$html .= '<span style="color: #666; font-size: 0.9em;">'.$langs->trans("AvgPaymentDays").':</span> ';
$html .= '<strong>'.round($stats['avg_payment_days'], 1).' '.$langs->trans("Days").'</strong>';
$html .= '</div>';
// Average due days (payment terms)
$html .= '<div>';
$html .= '<span style="color: #666; font-size: 0.9em;">'.$langs->trans("AvgDueDays").':</span> ';
$html .= '<strong>'.round($stats['avg_due_days'], 1).' '.$langs->trans("Days").'</strong>';
$html .= '</div>';
// Difference
$diff = $stats['avg_payment_days'] - $stats['avg_due_days'];
$diffText = $diff > 0 ? '+'.round($diff, 1) : round($diff, 1);
$html .= '<div>';
$html .= '<span style="color: #666; font-size: 0.9em;">'.$langs->trans("Difference").':</span> ';
$html .= '<strong>'.$diffText.' '.$langs->trans("Days").'</strong>';
$html .= '</div>';
// Invoice count
$html .= '<div>';
$html .= '<span style="color: #666; font-size: 0.9em;">'.$langs->trans("PaidInvoices").':</span> ';
$html .= '<strong>'.$stats['invoice_count'].'</strong>';
$html .= '</div>';
$html .= '</div>'; // End stats flex
$html .= '</div>'; // End content
// Rating badge
$html .= '<div class="payment-stats-rating" style="text-align: center;">';
$html .= '<div style="font-size: 0.8em; color: #666;">'.$langs->trans("Rating").'</div>';
$html .= '<div style="font-size: 1.5em; font-weight: bold;">'.$this->getPaymentRatingText($stats, $langs).'</div>';
$html .= '</div>';
$html .= '</div>'; // End box
$html .= '</div>'; // End fichecenter
// Add CSS
$html .= $this->getPaymentStatsCSS();
// Print directly since Dolibarr doesn't auto-print resprints for this hook
print $html;
$this->resprints = $html;
return 0;
}
/**
* Get payment statistics for a thirdparty
*
* @param int $socid Thirdparty ID
* @return array Statistics array
*/
private function getPaymentStatistics($socid)
{
global $conf;
$stats = array(
'invoice_count' => 0,
'avg_payment_days' => 0,
'avg_due_days' => 0,
'on_time_count' => 0,
'late_count' => 0,
);
// Get all paid invoices for this customer with payment dates
$sql = "SELECT f.rowid, f.datef as invoice_date, f.date_lim_reglement as due_date,";
$sql .= " (SELECT MAX(p.datep) FROM ".MAIN_DB_PREFIX."paiement_facture as pf";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."paiement as p ON p.rowid = pf.fk_paiement";
$sql .= " WHERE pf.fk_facture = f.rowid) as payment_date";
$sql .= " FROM ".MAIN_DB_PREFIX."facture as f";
$sql .= " WHERE f.fk_soc = ".((int) $socid);
$sql .= " AND f.fk_statut = 2"; // Paid invoices only
$sql .= " AND f.entity = ".((int) $conf->entity);
$resql = $this->db->query($sql);
if ($resql) {
$totalPaymentDays = 0;
$totalDueDays = 0;
$count = 0;
while ($obj = $this->db->fetch_object($resql)) {
if ($obj->payment_date && $obj->invoice_date) {
$invoiceDate = strtotime($obj->invoice_date);
$paymentDate = strtotime($obj->payment_date);
$dueDate = $obj->due_date ? strtotime($obj->due_date) : $invoiceDate;
$paymentDays = ($paymentDate - $invoiceDate) / 86400;
$dueDays = ($dueDate - $invoiceDate) / 86400;
if ($paymentDays >= 0) { // Only count valid positive payment days
$totalPaymentDays += $paymentDays;
$totalDueDays += $dueDays;
$count++;
if ($paymentDate <= $dueDate) {
$stats['on_time_count']++;
} else {
$stats['late_count']++;
}
}
}
}
$stats['invoice_count'] = $count;
if ($count > 0) {
$stats['avg_payment_days'] = $totalPaymentDays / $count;
$stats['avg_due_days'] = $totalDueDays / $count;
}
$this->db->free($resql);
}
return $stats;
}
/**
* Get color class based on payment statistics
*
* @param array $stats Payment statistics
* @return string CSS color class
*/
private function getPaymentColorClass($stats)
{
$diff = $stats['avg_payment_days'] - $stats['avg_due_days'];
if ($diff <= -5) {
return 'excellent'; // Pays well before due date
} elseif ($diff <= 0) {
return 'good'; // Pays on time or slightly early
} elseif ($diff <= 7) {
return 'warning'; // Slightly late
} elseif ($diff <= 14) {
return 'late'; // Late
} else {
return 'critical'; // Very late
}
}
/**
* Get icon based on payment statistics
*
* @param array $stats Payment statistics
* @return string Icon HTML
*/
private function getPaymentIcon($stats)
{
$diff = $stats['avg_payment_days'] - $stats['avg_due_days'];
if ($diff <= -5) {
return '<span style="color: #28a745;">&#9733;</span>'; // Star
} elseif ($diff <= 0) {
return '<span style="color: #28a745;">&#10003;</span>'; // Checkmark
} elseif ($diff <= 7) {
return '<span style="color: #ffc107;">&#9888;</span>'; // Warning
} elseif ($diff <= 14) {
return '<span style="color: #fd7e14;">&#9201;</span>'; // Clock
} else {
return '<span style="color: #dc3545;">&#10007;</span>'; // X
}
}
/**
* Get rating text based on payment statistics
*
* @param array $stats Payment statistics
* @param Translate $langs Translation object
* @return string Rating text
*/
private function getPaymentRatingText($stats, $langs)
{
$diff = $stats['avg_payment_days'] - $stats['avg_due_days'];
if ($diff <= -5) {
return $langs->trans("PaymentExcellent");
} elseif ($diff <= 0) {
return $langs->trans("PaymentGood");
} elseif ($diff <= 7) {
return $langs->trans("PaymentWarning");
} elseif ($diff <= 14) {
return $langs->trans("PaymentLate");
} else {
return $langs->trans("PaymentCritical");
}
}
/**
* Get CSS for payment statistics box
*
* @return string CSS HTML
*/
private function getPaymentStatsCSS()
{
return '
<style>
.payment-stats-excellent {
background-color: #d4edda;
border-color: #28a745 !important;
color: #155724;
}
.payment-stats-good {
background-color: #cce5ff;
border-color: #007bff !important;
color: #004085;
}
.payment-stats-warning {
background-color: #fff3cd;
border-color: #ffc107 !important;
color: #664d03;
}
.payment-stats-late {
background-color: #ffe5d0;
border-color: #fd7e14 !important;
color: #663000;
}
.payment-stats-critical {
background-color: #f8d7da;
border-color: #dc3545 !important;
color: #721c24;
}
@media (max-width: 768px) {
.payment-stats-box {
flex-direction: column !important;
text-align: center;
}
}
</style>';
}
}

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<?php
/* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*/
/**
* \file htdocs/custom/buchaltungswidget/core/boxes/box_gewinn_verlust.php
* \ingroup buchaltungswidget
* \brief Widget showing Profit/Loss overview - only customer-related costs, no company overhead
*/
include_once DOL_DOCUMENT_ROOT.'/core/boxes/modules_boxes.php';
/**
* Class to manage the Profit/Loss overview widget
*/
class box_gewinn_verlust extends ModeleBoxes
{
public $boxcode = "gewinn_verlust";
public $boximg = "accountancy";
public $boxlabel = "GewinnVerlust";
public $depends = array("facture", "fournisseur");
/**
* Constructor
*/
public function __construct($db, $param = '')
{
global $user;
$this->db = $db;
$this->hidden = !($user->hasRight('facture', 'lire') || $user->hasRight('fournisseur', 'facture', 'lire'));
}
/**
* Load data into info_box_contents array to show a widget
*/
public function loadBox($max = 5)
{
global $conf, $langs, $user;
$langs->loadLangs(array("buchaltungswidget@buchaltungswidget", "bills", "compta"));
$this->info_box_head = array(
'text' => $langs->trans("GewinnVerlust"),
'sublink' => dol_buildpath('/buchaltungswidget/gewinn_detail.php', 1),
'subpicto' => 'chart',
'subtext' => $langs->trans("ShowDetails"),
'limit' => 0,
'graph' => false,
'nbcol' => 4,
);
if (!$user->hasRight('facture', 'lire') && !$user->hasRight('fournisseur', 'facture', 'lire')) {
$this->info_box_contents[0][0] = array(
'td' => 'class="center"',
'text' => $langs->trans("ReadPermissionNotAllowed"),
);
return;
}
$currentYear = date('Y');
$lastYear = $currentYear - 1;
$nextYear = $currentYear + 1;
$currentMonth = date('n');
// Get data for all three years
$dataCurrentYear = $this->getIncomeExpenseByMonth($currentYear);
$dataLastYear = $this->getIncomeExpenseByMonth($lastYear);
// Calculate statistical projection for next year
$projectionNextYear = $this->calculateProjection($dataCurrentYear, $dataLastYear);
// Build the output
$this->info_box_contents = array();
$line = 0;
// Mini chart area
$chartId = 'gewinn_chart_'.uniqid();
$chartData = $this->prepareChartData($dataCurrentYear, $dataLastYear, $currentYear, $lastYear);
// Determine line color based on current profit status
$lastValue = $chartData['lastCurrentValue'];
$lineColor = $lastValue >= 0 ? 'rgba(40, 167, 69, 1)' : 'rgba(220, 53, 69, 1)';
$fillColor = $lastValue >= 0 ? 'rgba(40, 167, 69, 0.2)' : 'rgba(220, 53, 69, 0.2)';
$this->info_box_contents[$line][] = array(
'td' => 'colspan="4" class="buchaltung-chart-container"',
'text' => '<canvas id="'.$chartId.'" height="140"></canvas>
<script>
document.addEventListener("DOMContentLoaded", function() {
if (typeof Chart !== "undefined") {
var ctx = document.getElementById("'.$chartId.'").getContext("2d");
var profitData = '.json_encode($chartData['currentProfit']).';
new Chart(ctx, {
type: "line",
data: {
labels: '.json_encode($chartData['labels']).',
datasets: [{
label: "'.$currentYear.' '.$langs->trans("ProfitLoss").'",
data: profitData,
borderColor: "'.$lineColor.'",
backgroundColor: "'.$fillColor.'",
fill: true,
tension: 0.3,
borderWidth: 3,
pointBackgroundColor: "'.$lineColor.'",
pointBorderColor: "'.$lineColor.'",
pointRadius: 3
}, {
label: "'.$lastYear.' '.$langs->trans("ProfitLoss").'",
data: '.json_encode($chartData['lastProfit']).',
borderColor: "rgba(108, 117, 125, 0.7)",
backgroundColor: "transparent",
borderDash: [5, 5],
fill: false,
tension: 0.3,
pointRadius: 2
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: {
legend: { display: true, position: "bottom", labels: { boxWidth: 12, font: { size: 10 }, color: "#444" } },
tooltip: {
callbacks: {
label: function(context) {
return context.dataset.label + ": " + new Intl.NumberFormat("de-DE", {style: "currency", currency: "EUR"}).format(context.raw);
}
}
}
},
scales: {
y: {
beginAtZero: false,
ticks: { font: { size: 9 }, color: "#555" },
grid: { color: function(context) { return context.tick.value === 0 ? "rgba(0, 0, 0, 0.3)" : "rgba(255, 255, 255, 0.8)"; }, lineWidth: function(context) { return context.tick.value === 0 ? 2 : 1; } },
border: { color: "rgba(255, 255, 255, 1)" }
},
x: {
ticks: { font: { size: 9 }, color: "#555" },
grid: { color: "rgba(255, 255, 255, 0.6)" },
border: { color: "rgba(255, 255, 255, 1)" }
}
}
}
});
}
});
</script>',
'asis' => 1,
);
$line++;
// Summary table header
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header"', 'text' => '');
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header right"', 'text' => $lastYear);
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header right buchaltung-current-quarter"', 'text' => $currentYear);
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header right buchaltung-future"', 'text' => $nextYear.' *');
$line++;
// Income row
$incomeLast = array_sum($dataLastYear['income']);
$incomeCurrent = array_sum(array_slice($dataCurrentYear['income'], 0, $currentMonth, true));
$incomeProjection = $projectionNextYear['income'];
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label"', 'text' => $langs->trans("Income"));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-lastyear"', 'text' => price($incomeLast, 0, $langs, 1, 0, 0, $conf->currency));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-positive"', 'text' => '<strong>'.price($incomeCurrent, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-future"', 'text' => price($incomeProjection, 0, $langs, 1, 0, 0, $conf->currency));
$line++;
// Customer-related expenses only
$expensesLast = array_sum($dataLastYear['customer_expenses']);
$expensesCurrent = array_sum(array_slice($dataCurrentYear['customer_expenses'], 0, $currentMonth, true));
$expensesProjection = $projectionNextYear['expenses'];
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label"', 'text' => $langs->trans("CustomerRelatedCosts"));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-lastyear"', 'text' => price($expensesLast, 0, $langs, 1, 0, 0, $conf->currency));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-negative"', 'text' => '<strong>'.price($expensesCurrent, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-future"', 'text' => price($expensesProjection, 0, $langs, 1, 0, 0, $conf->currency));
$line++;
// Profit/Loss row
$profitLast = $incomeLast - $expensesLast;
$profitCurrent = $incomeCurrent - $expensesCurrent;
$profitProjection = $incomeProjection - $expensesProjection;
$colorLast = $profitLast >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorCurrent = $profitCurrent >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorProjection = $profitProjection >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label buchaltung-profit-row"', 'text' => '<strong>'.$langs->trans("ProfitLoss").'</strong>', 'asis' => 1);
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-profit-row '.$colorLast.'"', 'text' => '<strong>'.price($profitLast, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-profit-row '.$colorCurrent.'"', 'text' => '<strong>'.price($profitCurrent, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-profit-row buchaltung-future '.$colorProjection.'"', 'text' => '<strong>'.price($profitProjection, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
$line++;
// Estimated income tax if profit
if ($profitCurrent > 0) {
$estimatedTax = $this->calculateIncomeTax($profitCurrent);
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label" colspan="2"', 'text' => $langs->trans("EstimatedIncomeTax"));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-negative" colspan="2"', 'text' => '<strong>~'.price($estimatedTax, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
$line++;
}
// Footer note
$this->info_box_contents[$line][] = array(
'td' => 'colspan="4" class="buchaltung-footnote"',
'text' => '<small>* '.$langs->trans("StatisticalProjection").'</small>',
'asis' => 1,
);
}
/**
* Prepare chart data for monthly display
*/
private function prepareChartData($currentData, $lastData, $currentYear, $lastYear)
{
$labels = array('Jan', 'Feb', 'Mar', 'Apr', 'Mai', 'Jun', 'Jul', 'Aug', 'Sep', 'Okt', 'Nov', 'Dez');
$currentMonth = date('n');
$currentProfit = array();
$lastProfit = array();
$currentColors = array();
$currentBgColors = array();
$cumulativeCurrent = 0;
$cumulativeLast = 0;
for ($m = 1; $m <= 12; $m++) {
// Last year cumulative
$incomeLast = isset($lastData['income'][$m]) ? $lastData['income'][$m] : 0;
$expensesLast = isset($lastData['customer_expenses'][$m]) ? $lastData['customer_expenses'][$m] : 0;
$cumulativeLast += ($incomeLast - $expensesLast);
$lastProfit[] = round($cumulativeLast, 2);
// Current year cumulative (only up to current month)
if ($m <= $currentMonth) {
$incomeCurrent = isset($currentData['income'][$m]) ? $currentData['income'][$m] : 0;
$expensesCurrent = isset($currentData['customer_expenses'][$m]) ? $currentData['customer_expenses'][$m] : 0;
$cumulativeCurrent += ($incomeCurrent - $expensesCurrent);
$currentProfit[] = round($cumulativeCurrent, 2);
// Color based on profit/loss
if ($cumulativeCurrent >= 0) {
$currentColors[] = 'rgba(40, 167, 69, 1)'; // Green for profit
$currentBgColors[] = 'rgba(40, 167, 69, 0.15)';
} else {
$currentColors[] = 'rgba(220, 53, 69, 1)'; // Red for loss
$currentBgColors[] = 'rgba(220, 53, 69, 0.15)';
}
} else {
$currentProfit[] = null; // No data for future months
$currentColors[] = 'rgba(200, 200, 200, 0.5)';
$currentBgColors[] = 'rgba(200, 200, 200, 0.1)';
}
}
return array(
'labels' => $labels,
'currentProfit' => $currentProfit,
'lastProfit' => $lastProfit,
'currentColors' => $currentColors,
'currentBgColors' => $currentBgColors,
'lastCurrentValue' => $cumulativeCurrent,
);
}
/**
* Get income and customer-related expenses by month
* IMPORTANT: Only includes costs related to customer projects (materials for customers),
* NOT company overhead costs
*/
private function getIncomeExpenseByMonth($year)
{
global $conf;
$result = array(
'income' => array_fill(1, 12, 0),
'customer_expenses' => array_fill(1, 12, 0),
);
// Income from customer invoices
$sql = "SELECT MONTH(f.datef) as month, SUM(f.total_ht) as total";
$sql .= " FROM ".MAIN_DB_PREFIX."facture as f";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " GROUP BY MONTH(f.datef)";
$resql = $this->db->query($sql);
if ($resql) {
while ($obj = $this->db->fetch_object($resql)) {
$result['income'][$obj->month] = (float) $obj->total;
}
$this->db->free($resql);
}
// Customer-related expenses only:
// - Products (materials) for customers (product_type = 0)
// - Services directly for customers
// Exclude: Company overhead, rent, utilities, etc.
$sql = "SELECT MONTH(f.datef) as month, SUM(fd.total_ht) as total";
$sql .= " FROM ".MAIN_DB_PREFIX."facture_fourn as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facture_fourn_det as fd ON fd.fk_facture_fourn = f.rowid";
$sql .= " LEFT JOIN ".MAIN_DB_PREFIX."product as p ON p.rowid = fd.fk_product";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
// Only include products (materials) - product_type 0 = product, 1 = service
// Also include invoice lines with product linked
$sql .= " AND (fd.fk_product IS NOT NULL AND fd.fk_product > 0)";
$sql .= " AND (p.fk_product_type = 0 OR fd.product_type = 0)"; // Materials only
$sql .= " GROUP BY MONTH(f.datef)";
$resql = $this->db->query($sql);
if ($resql) {
while ($obj = $this->db->fetch_object($resql)) {
$result['customer_expenses'][$obj->month] = (float) $obj->total;
}
$this->db->free($resql);
}
return $result;
}
/**
* Calculate statistical projection for next year based on trends
*/
private function calculateProjection($currentData, $lastData)
{
$currentMonth = date('n');
// Calculate average monthly values from current year (up to now)
$avgIncome = array_sum(array_slice($currentData['income'], 0, $currentMonth, true)) / max(1, $currentMonth);
$avgExpenses = array_sum(array_slice($currentData['customer_expenses'], 0, $currentMonth, true)) / max(1, $currentMonth);
// Calculate year-over-year growth rate
$lastYearIncome = array_sum($lastData['income']);
$currentYearIncome = array_sum(array_slice($currentData['income'], 0, $currentMonth, true));
$projectedCurrentYear = ($currentMonth > 0) ? ($currentYearIncome / $currentMonth) * 12 : 0;
$growthRate = ($lastYearIncome > 0) ? (($projectedCurrentYear - $lastYearIncome) / $lastYearIncome) : 0;
$growthRate = max(-0.5, min(0.5, $growthRate)); // Cap growth rate at +/- 50%
return array(
'income' => round($projectedCurrentYear * (1 + $growthRate * 0.5), 2), // Conservative projection
'expenses' => round(($avgExpenses * 12) * (1 + $growthRate * 0.3), 2),
);
}
/**
* Calculate estimated income tax (simplified German model)
*/
private function calculateIncomeTax($profit)
{
// Simplified German income tax calculation
// Grundfreibetrag 2024: ~11,604 EUR
$taxableIncome = max(0, $profit - 11604);
if ($taxableIncome <= 0) {
return 0;
} elseif ($taxableIncome <= 17005) {
// Zone 2: ~14-24%
return $taxableIncome * 0.18;
} elseif ($taxableIncome <= 66760) {
// Zone 3: ~24-42%
return $taxableIncome * 0.30;
} else {
// Zone 4: 42%+
return $taxableIncome * 0.42;
}
}
/**
* Method to show the widget
*/
public function showBox($head = null, $contents = null, $nooutput = 0)
{
return parent::showBox($this->info_box_head, $this->info_box_contents, $nooutput);
}
}

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<?php
/* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*/
/**
* \file htdocs/custom/buchaltungswidget/core/boxes/box_rentabilitaet.php
* \ingroup buchaltungswidget
* \brief Widget showing profitability analysis - materials purchased vs invoiced
*/
include_once DOL_DOCUMENT_ROOT.'/core/boxes/modules_boxes.php';
/**
* Class to manage the profitability analysis widget
*/
class box_rentabilitaet extends ModeleBoxes
{
public $boxcode = "rentabilitaet";
public $boximg = "accountancy";
public $boxlabel = "Rentabilitaet";
public $depends = array("facture", "fournisseur");
/**
* Constructor
*/
public function __construct($db, $param = '')
{
global $user;
$this->db = $db;
$this->hidden = !($user->hasRight('facture', 'lire') || $user->hasRight('fournisseur', 'facture', 'lire'));
}
/**
* Load data into info_box_contents array to show a widget
*/
public function loadBox($max = 5)
{
global $conf, $langs, $user;
$langs->loadLangs(array("buchaltungswidget@buchaltungswidget", "bills", "compta"));
$this->info_box_head = array(
'text' => $langs->trans("Rentabilitaet"),
'sublink' => dol_buildpath('/buchaltungswidget/rentabilitaet_detail.php', 1),
'subpicto' => 'chart',
'subtext' => $langs->trans("ShowDetails"),
'limit' => 0,
'graph' => false,
'nbcol' => 4,
);
if (!$user->hasRight('facture', 'lire') && !$user->hasRight('fournisseur', 'facture', 'lire')) {
$this->info_box_contents[0][0] = array(
'td' => 'class="center"',
'text' => $langs->trans("ReadPermissionNotAllowed"),
);
return;
}
$currentYear = date('Y');
$lastYear = $currentYear - 1;
$nextYear = $currentYear + 1;
$currentMonth = date('n');
// Get profitability data for all years
$dataCurrentYear = $this->getProfitabilityByMonth($currentYear);
$dataLastYear = $this->getProfitabilityByMonth($lastYear);
// Calculate projection
$projectionNextYear = $this->calculateProjection($dataCurrentYear, $dataLastYear);
// Build the output
$this->info_box_contents = array();
$line = 0;
// Mini chart area - dual axis bar/line chart
$chartId = 'rentabilitaet_chart_'.uniqid();
$chartData = $this->prepareChartData($dataCurrentYear, $dataLastYear, $currentYear, $lastYear);
$this->info_box_contents[$line][] = array(
'td' => 'colspan="4" class="buchaltung-chart-container"',
'text' => '<canvas id="'.$chartId.'" height="140"></canvas>
<script>
document.addEventListener("DOMContentLoaded", function() {
if (typeof Chart !== "undefined") {
var ctx = document.getElementById("'.$chartId.'").getContext("2d");
new Chart(ctx, {
type: "bar",
data: {
labels: '.json_encode($chartData['labels']).',
datasets: [{
type: "line",
label: "'.$langs->trans("ProfitMargin").' %",
data: '.json_encode($chartData['marginPercent']).',
borderColor: "rgba(40, 167, 69, 1)",
backgroundColor: "transparent",
yAxisID: "y1",
tension: 0.3,
pointRadius: 4,
pointBackgroundColor: '.json_encode($chartData['marginColors']).'
}, {
label: "'.$langs->trans("MaterialsPurchased").'",
data: '.json_encode($chartData['purchased']).',
backgroundColor: "rgba(220, 53, 69, 0.6)",
yAxisID: "y"
}, {
label: "'.$langs->trans("MaterialsServicesInvoiced").'",
data: '.json_encode($chartData['invoiced']).',
backgroundColor: "rgba(0, 123, 255, 0.6)",
yAxisID: "y"
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: {
legend: { display: true, position: "bottom", labels: { boxWidth: 10, font: { size: 9 }, color: "#444" } },
tooltip: {
callbacks: {
label: function(context) {
if (context.dataset.yAxisID === "y1") {
return context.dataset.label + ": " + context.raw + "%";
}
return context.dataset.label + ": " + new Intl.NumberFormat("de-DE", {style: "currency", currency: "EUR"}).format(context.raw);
}
}
}
},
scales: {
y: {
type: "linear",
position: "left",
beginAtZero: true,
ticks: { font: { size: 8 }, color: "#555" },
grid: { color: "rgba(255, 255, 255, 0.8)", lineWidth: 1 },
border: { color: "rgba(255, 255, 255, 1)" }
},
y1: {
type: "linear",
position: "right",
beginAtZero: true,
grid: { drawOnChartArea: false },
ticks: { font: { size: 8 }, color: "#555", callback: function(value) { return value + "%"; } },
border: { color: "rgba(255, 255, 255, 1)" }
},
x: {
ticks: { font: { size: 9 }, color: "#555" },
grid: { color: "rgba(255, 255, 255, 0.6)" },
border: { color: "rgba(255, 255, 255, 1)" }
}
}
}
});
}
});
</script>',
'asis' => 1,
);
$line++;
// Summary table header
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header"', 'text' => '');
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header right"', 'text' => $lastYear);
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header right buchaltung-current-quarter"', 'text' => $currentYear);
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header right buchaltung-future"', 'text' => $nextYear.' *');
$line++;
// Materials purchased (only for customers!)
$purchasedLast = array_sum($dataLastYear['purchased']);
$purchasedCurrent = array_sum(array_slice($dataCurrentYear['purchased'], 0, $currentMonth, true));
$purchasedProjection = $projectionNextYear['purchased'];
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label"', 'text' => $langs->trans("MaterialsPurchasedForCustomers"));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-lastyear"', 'text' => price($purchasedLast, 0, $langs, 1, 0, 0, $conf->currency));
$this->info_box_contents[$line][] = array('td' => 'class="right"', 'text' => price($purchasedCurrent, 0, $langs, 1, 0, 0, $conf->currency));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-future"', 'text' => price($purchasedProjection, 0, $langs, 1, 0, 0, $conf->currency));
$line++;
// Materials & Services invoiced
$invoicedLast = array_sum($dataLastYear['invoiced']);
$invoicedCurrent = array_sum(array_slice($dataCurrentYear['invoiced'], 0, $currentMonth, true));
$invoicedProjection = $projectionNextYear['invoiced'];
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label"', 'text' => $langs->trans("MaterialsServicesInvoiced"));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-lastyear"', 'text' => price($invoicedLast, 0, $langs, 1, 0, 0, $conf->currency));
$this->info_box_contents[$line][] = array('td' => 'class="right"', 'text' => price($invoicedCurrent, 0, $langs, 1, 0, 0, $conf->currency));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-future"', 'text' => price($invoicedProjection, 0, $langs, 1, 0, 0, $conf->currency));
$line++;
// Gross profit
$grossProfitLast = $invoicedLast - $purchasedLast;
$grossProfitCurrent = $invoicedCurrent - $purchasedCurrent;
$grossProfitProjection = $invoicedProjection - $purchasedProjection;
$colorLast = $grossProfitLast >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorCurrent = $grossProfitCurrent >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorProjection = $grossProfitProjection >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label"', 'text' => $langs->trans("GrossProfit"));
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-lastyear '.$colorLast.'"', 'text' => price($grossProfitLast, 0, $langs, 1, 0, 0, $conf->currency));
$this->info_box_contents[$line][] = array('td' => 'class="right '.$colorCurrent.'"', 'text' => '<strong>'.price($grossProfitCurrent, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-future '.$colorProjection.'"', 'text' => price($grossProfitProjection, 0, $langs, 1, 0, 0, $conf->currency));
$line++;
// Profit margin percentage
$marginLast = ($purchasedLast > 0) ? (($invoicedLast - $purchasedLast) / $purchasedLast) * 100 : 0;
$marginCurrent = ($purchasedCurrent > 0) ? (($invoicedCurrent - $purchasedCurrent) / $purchasedCurrent) * 100 : 0;
$marginProjection = ($purchasedProjection > 0) ? (($invoicedProjection - $purchasedProjection) / $purchasedProjection) * 100 : 0;
$colorLast = $marginLast >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorCurrent = $marginCurrent >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorProjection = $marginProjection >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label buchaltung-profit-row"', 'text' => '<strong>'.$langs->trans("ProfitMargin").'</strong>', 'asis' => 1);
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-profit-row buchaltung-lastyear '.$colorLast.'"', 'text' => '<strong>'.number_format($marginLast, 1, ',', '.').' %</strong>', 'asis' => 1);
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-profit-row '.$colorCurrent.'"', 'text' => '<strong>'.number_format($marginCurrent, 1, ',', '.').' %</strong>', 'asis' => 1);
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-profit-row buchaltung-future '.$colorProjection.'"', 'text' => '<strong>'.number_format($marginProjection, 1, ',', '.').' %</strong>', 'asis' => 1);
$line++;
// Productivity rating
$rating = $this->getProductivityRating($marginCurrent);
$this->info_box_contents[$line][] = array(
'td' => 'colspan="4" class="buchaltung-rating"',
'text' => '<div class="buchaltung-rating-box '.$rating['class'].'">
<span class="rating-label">'.$langs->trans("ProductivityRating").':</span>
<span class="rating-value">'.$rating['text'].'</span>
<span class="rating-description">'.$rating['description'].'</span>
</div>',
'asis' => 1,
);
$line++;
// Footer note
$this->info_box_contents[$line][] = array(
'td' => 'colspan="4" class="buchaltung-footnote"',
'text' => '<small>* '.$langs->trans("StatisticalProjection").' | '.$langs->trans("OnlyCustomerMaterials").'</small>',
'asis' => 1,
);
}
/**
* Prepare chart data for monthly display
*/
private function prepareChartData($currentData, $lastData, $currentYear, $lastYear)
{
$labels = array('Jan', 'Feb', 'Mar', 'Apr', 'Mai', 'Jun', 'Jul', 'Aug', 'Sep', 'Okt', 'Nov', 'Dez');
$currentMonth = date('n');
$purchased = array();
$invoiced = array();
$marginPercent = array();
$marginColors = array();
for ($m = 1; $m <= 12; $m++) {
if ($m <= $currentMonth) {
$p = isset($currentData['purchased'][$m]) ? $currentData['purchased'][$m] : 0;
$i = isset($currentData['invoiced'][$m]) ? $currentData['invoiced'][$m] : 0;
$purchased[] = round($p, 2);
$invoiced[] = round($i, 2);
$margin = ($p > 0) ? round((($i - $p) / $p) * 100, 1) : 0;
$marginPercent[] = $margin;
$marginColors[] = $margin >= 0 ? 'rgba(40, 167, 69, 1)' : 'rgba(220, 53, 69, 1)';
} else {
$purchased[] = 0;
$invoiced[] = 0;
$marginPercent[] = null;
$marginColors[] = 'rgba(200, 200, 200, 0.5)';
}
}
return array(
'labels' => $labels,
'purchased' => $purchased,
'invoiced' => $invoiced,
'marginPercent' => $marginPercent,
'marginColors' => $marginColors,
);
}
/**
* Get profitability data by month
* IMPORTANT: Only materials purchased FOR CUSTOMERS, not general company expenses
*/
private function getProfitabilityByMonth($year)
{
global $conf;
$result = array(
'purchased' => array_fill(1, 12, 0),
'invoiced' => array_fill(1, 12, 0),
);
// Materials purchased FOR CUSTOMERS only (products, not services)
// This should be materials that are resold or used in customer projects
$sql = "SELECT MONTH(f.datef) as month, SUM(fd.total_ht) as total";
$sql .= " FROM ".MAIN_DB_PREFIX."facture_fourn as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facture_fourn_det as fd ON fd.fk_facture_fourn = f.rowid";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."product as p ON p.rowid = fd.fk_product";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
// Only products (type 0), not services (type 1)
// And only products that are meant for resale or customer projects
$sql .= " AND p.fk_product_type = 0"; // Products only
$sql .= " AND (p.tobuy = 1 OR p.tosell = 1)"; // Products that are bought/sold
$sql .= " GROUP BY MONTH(f.datef)";
$resql = $this->db->query($sql);
if ($resql) {
while ($obj = $this->db->fetch_object($resql)) {
$result['purchased'][$obj->month] = (float) $obj->total;
}
$this->db->free($resql);
}
// All materials and services invoiced to customers
$sql = "SELECT MONTH(f.datef) as month, SUM(fd.total_ht) as total";
$sql .= " FROM ".MAIN_DB_PREFIX."facture as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facturedet as fd ON fd.fk_facture = f.rowid";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " GROUP BY MONTH(f.datef)";
$resql = $this->db->query($sql);
if ($resql) {
while ($obj = $this->db->fetch_object($resql)) {
$result['invoiced'][$obj->month] = (float) $obj->total;
}
$this->db->free($resql);
}
return $result;
}
/**
* Calculate statistical projection for next year
*/
private function calculateProjection($currentData, $lastData)
{
$currentMonth = date('n');
$avgPurchased = array_sum(array_slice($currentData['purchased'], 0, $currentMonth, true)) / max(1, $currentMonth);
$avgInvoiced = array_sum(array_slice($currentData['invoiced'], 0, $currentMonth, true)) / max(1, $currentMonth);
// Calculate trend
$lastYearTotal = array_sum($lastData['invoiced']);
$currentYearProjected = $avgInvoiced * 12;
$growthRate = ($lastYearTotal > 0) ? (($currentYearProjected - $lastYearTotal) / $lastYearTotal) : 0;
$growthRate = max(-0.3, min(0.3, $growthRate));
return array(
'purchased' => round($avgPurchased * 12 * (1 + $growthRate * 0.5), 2),
'invoiced' => round($avgInvoiced * 12 * (1 + $growthRate * 0.7), 2),
);
}
/**
* Get productivity rating based on margin percentage
*/
private function getProductivityRating($marginPercent)
{
global $langs;
if ($marginPercent >= 100) {
return array(
'class' => 'rating-excellent',
'text' => $langs->trans("Excellent"),
'description' => $langs->trans("RatingExcellentDesc"),
);
} elseif ($marginPercent >= 50) {
return array(
'class' => 'rating-good',
'text' => $langs->trans("Good"),
'description' => $langs->trans("RatingGoodDesc"),
);
} elseif ($marginPercent >= 20) {
return array(
'class' => 'rating-average',
'text' => $langs->trans("Average"),
'description' => $langs->trans("RatingAverageDesc"),
);
} elseif ($marginPercent >= 0) {
return array(
'class' => 'rating-low',
'text' => $langs->trans("Low"),
'description' => $langs->trans("RatingLowDesc"),
);
} else {
return array(
'class' => 'rating-critical',
'text' => $langs->trans("Critical"),
'description' => $langs->trans("RatingCriticalDesc"),
);
}
}
/**
* Method to show the widget
*/
public function showBox($head = null, $contents = null, $nooutput = 0)
{
return parent::showBox($this->info_box_head, $this->info_box_contents, $nooutput);
}
}

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<?php
/* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*/
/**
* \file htdocs/custom/buchaltungswidget/core/boxes/box_ust_uebersicht.php
* \ingroup buchaltungswidget
* \brief Widget showing VAT (Umsatzsteuer) overview with quarterly data
*/
include_once DOL_DOCUMENT_ROOT.'/core/boxes/modules_boxes.php';
/**
* Class to manage the VAT overview widget
*/
class box_ust_uebersicht extends ModeleBoxes
{
public $boxcode = "ust_uebersicht";
public $boximg = "accountancy";
public $boxlabel = "UStUebersicht";
public $depends = array("facture", "fournisseur");
/**
* Constructor
*
* @param DoliDB $db Database handler
* @param string $param More parameters
*/
public function __construct($db, $param = '')
{
global $user;
$this->db = $db;
$this->hidden = !($user->hasRight('facture', 'lire') || $user->hasRight('fournisseur', 'facture', 'lire'));
}
/**
* Load data into info_box_contents array to show a widget
*
* @param int $max Maximum number of records to load
* @return void
*/
public function loadBox($max = 5)
{
global $conf, $langs, $user;
$langs->loadLangs(array("buchaltungswidget@buchaltungswidget", "bills", "compta"));
$this->info_box_head = array(
'text' => $langs->trans("UStUebersicht"),
'sublink' => dol_buildpath('/buchaltungswidget/ust_detail.php', 1),
'subpicto' => 'chart',
'subtext' => $langs->trans("ShowDetails"),
'limit' => 0,
'graph' => false,
'nbcol' => 6,
);
if (!$user->hasRight('facture', 'lire') && !$user->hasRight('fournisseur', 'facture', 'lire')) {
$this->info_box_contents[0][0] = array(
'td' => 'class="center"',
'text' => $langs->trans("ReadPermissionNotAllowed"),
);
return;
}
$currentYear = date('Y');
$lastYear = $currentYear - 1;
$currentQuarter = ceil(date('n') / 3);
// Get VAT data for both years
$vatDataCurrentYear = $this->getVatDataByQuarter($currentYear);
$vatDataLastYear = $this->getVatDataByQuarter($lastYear);
// Build the output
$this->info_box_contents = array();
$line = 0;
// Mini chart area
$chartId = 'ust_chart_'.uniqid();
$chartData = $this->prepareChartData($vatDataCurrentYear, $vatDataLastYear, $currentYear, $lastYear);
$this->info_box_contents[$line][] = array(
'td' => 'colspan="6" class="buchaltung-chart-container"',
'text' => '<canvas id="'.$chartId.'" height="120"></canvas>
<script>
document.addEventListener("DOMContentLoaded", function() {
if (typeof Chart !== "undefined") {
var ctx = document.getElementById("'.$chartId.'").getContext("2d");
new Chart(ctx, {
type: "bar",
data: {
labels: ["Q1", "Q2", "Q3", "Q4"],
datasets: [{
label: "'.$currentYear.' '.$langs->trans("VATBalance").'",
data: '.json_encode($chartData['current']).',
backgroundColor: '.json_encode($chartData['currentColors']).',
borderWidth: 1
}, {
label: "'.$lastYear.' '.$langs->trans("VATBalance").'",
data: '.json_encode($chartData['last']).',
backgroundColor: "rgba(108, 117, 125, 0.5)",
borderWidth: 1
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: { legend: { display: true, position: "bottom", labels: { boxWidth: 12, font: { size: 10 }, color: "#444" } } },
scales: {
y: {
beginAtZero: true,
ticks: { font: { size: 9 }, color: "#555" },
grid: { color: "rgba(255, 255, 255, 0.8)", lineWidth: 1 },
border: { color: "rgba(255, 255, 255, 1)" }
},
x: {
ticks: { font: { size: 10 }, color: "#555" },
grid: { color: "rgba(255, 255, 255, 0.6)" },
border: { color: "rgba(255, 255, 255, 1)" }
}
}
}
});
}
});
</script>',
'asis' => 1,
);
$line++;
// VAT Table Header
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header"', 'text' => $langs->trans("Year"));
for ($q = 1; $q <= 4; $q++) {
$class = ($q == $currentQuarter) ? 'buchaltung-header right buchaltung-current-quarter' : 'buchaltung-header right';
$this->info_box_contents[$line][] = array('td' => 'class="'.$class.'"', 'text' => 'Q'.$q);
}
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-header right"', 'text' => $langs->trans("Total"));
$line++;
// Current Year VAT Collected
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label"', 'text' => $currentYear.' '.$langs->trans("VATCollected"));
$totalCollected = 0;
for ($q = 1; $q <= 4; $q++) {
$value = isset($vatDataCurrentYear['collected'][$q]) ? $vatDataCurrentYear['collected'][$q] : 0;
$totalCollected += $value;
$isFuture = ($q > $currentQuarter);
$displayValue = $isFuture ? 0 : $value;
$class = 'right'.($q == $currentQuarter ? ' buchaltung-current-quarter' : '').($isFuture ? ' buchaltung-future' : '');
$this->info_box_contents[$line][] = array('td' => 'class="'.$class.'"', 'text' => price($displayValue, 0, $langs, 1, 0, 0, $conf->currency));
}
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-total"', 'text' => price($totalCollected, 0, $langs, 1, 0, 0, $conf->currency));
$line++;
// Current Year VAT Paid
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label"', 'text' => $currentYear.' '.$langs->trans("VATPaid"));
$totalPaid = 0;
for ($q = 1; $q <= 4; $q++) {
$value = isset($vatDataCurrentYear['paid'][$q]) ? $vatDataCurrentYear['paid'][$q] : 0;
$totalPaid += $value;
$isFuture = ($q > $currentQuarter);
$displayValue = $isFuture ? 0 : $value;
$class = 'right'.($q == $currentQuarter ? ' buchaltung-current-quarter' : '').($isFuture ? ' buchaltung-future' : '');
$this->info_box_contents[$line][] = array('td' => 'class="'.$class.'"', 'text' => price($displayValue, 0, $langs, 1, 0, 0, $conf->currency));
}
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-total"', 'text' => price($totalPaid, 0, $langs, 1, 0, 0, $conf->currency));
$line++;
// Current Year VAT Balance
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label"', 'text' => '<strong>'.$currentYear.' '.$langs->trans("VATBalance").'</strong>', 'asis' => 1);
$totalBalance = 0;
for ($q = 1; $q <= 4; $q++) {
$collected = isset($vatDataCurrentYear['collected'][$q]) ? $vatDataCurrentYear['collected'][$q] : 0;
$paid = isset($vatDataCurrentYear['paid'][$q]) ? $vatDataCurrentYear['paid'][$q] : 0;
$balance = $collected - $paid;
$totalBalance += $balance;
$isFuture = ($q > $currentQuarter);
$displayBalance = $isFuture ? 0 : $balance;
$colorClass = (!$isFuture && $displayBalance != 0) ? ($displayBalance > 0 ? 'buchaltung-negative' : 'buchaltung-positive') : '';
$class = 'right '.$colorClass.($q == $currentQuarter ? ' buchaltung-current-quarter' : '').($isFuture ? ' buchaltung-future' : '');
$this->info_box_contents[$line][] = array('td' => 'class="'.$class.'"', 'text' => '<strong>'.price($displayBalance, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
}
$colorClass = $totalBalance > 0 ? 'buchaltung-negative' : 'buchaltung-positive';
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-total '.$colorClass.'"', 'text' => '<strong>'.price($totalBalance, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
$line++;
// Separator
$this->info_box_contents[$line][] = array('td' => 'colspan="6" class="buchaltung-separator"', 'text' => '');
$line++;
// Last Year Summary Row
$totalCollectedLast = array_sum($vatDataLastYear['collected']);
$totalPaidLast = array_sum($vatDataLastYear['paid']);
$totalBalanceLast = $totalCollectedLast - $totalPaidLast;
$colorClass = $totalBalanceLast > 0 ? 'buchaltung-negative' : 'buchaltung-positive';
$this->info_box_contents[$line][] = array('td' => 'class="buchaltung-label buchaltung-lastyear" colspan="5"', 'text' => $lastYear.' '.$langs->trans("VATBalance").' ('.$langs->trans("Total").')');
$this->info_box_contents[$line][] = array('td' => 'class="right buchaltung-total buchaltung-lastyear '.$colorClass.'"', 'text' => '<strong>'.price($totalBalanceLast, 0, $langs, 1, 0, 0, $conf->currency).'</strong>', 'asis' => 1);
}
/**
* Prepare chart data
*/
private function prepareChartData($currentData, $lastData, $currentYear, $lastYear)
{
$currentQuarter = ceil(date('n') / 3);
$current = array();
$currentColors = array();
$last = array();
for ($q = 1; $q <= 4; $q++) {
$collected = isset($currentData['collected'][$q]) ? $currentData['collected'][$q] : 0;
$paid = isset($currentData['paid'][$q]) ? $currentData['paid'][$q] : 0;
$balance = ($q > $currentQuarter) ? 0 : ($collected - $paid);
$current[] = round($balance, 2);
if ($q > $currentQuarter) {
$currentColors[] = 'rgba(200, 200, 200, 0.3)';
} elseif ($balance > 0) {
$currentColors[] = 'rgba(220, 53, 69, 0.7)'; // Red - have to pay
} else {
$currentColors[] = 'rgba(40, 167, 69, 0.7)'; // Green - get back
}
$collectedLast = isset($lastData['collected'][$q]) ? $lastData['collected'][$q] : 0;
$paidLast = isset($lastData['paid'][$q]) ? $lastData['paid'][$q] : 0;
$last[] = round($collectedLast - $paidLast, 2);
}
return array('current' => $current, 'currentColors' => $currentColors, 'last' => $last);
}
/**
* Get VAT data grouped by quarter
*/
private function getVatDataByQuarter($year)
{
global $conf;
$result = array(
'collected' => array(1 => 0, 2 => 0, 3 => 0, 4 => 0),
'paid' => array(1 => 0, 2 => 0, 3 => 0, 4 => 0),
);
// VAT collected from customer invoices
$sql = "SELECT QUARTER(f.datef) as quarter, SUM(fd.total_tva) as tva_amount";
$sql .= " FROM ".MAIN_DB_PREFIX."facture as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facturedet as fd ON fd.fk_facture = f.rowid";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " GROUP BY QUARTER(f.datef)";
$resql = $this->db->query($sql);
if ($resql) {
while ($obj = $this->db->fetch_object($resql)) {
if ($obj->quarter >= 1 && $obj->quarter <= 4) {
$result['collected'][$obj->quarter] = (float) $obj->tva_amount;
}
}
$this->db->free($resql);
}
// VAT paid from supplier invoices
$sql = "SELECT QUARTER(f.datef) as quarter, SUM(fd.total_tva) as tva_amount";
$sql .= " FROM ".MAIN_DB_PREFIX."facture_fourn as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facture_fourn_det as fd ON fd.fk_facture_fourn = f.rowid";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " GROUP BY QUARTER(f.datef)";
$resql = $this->db->query($sql);
if ($resql) {
while ($obj = $this->db->fetch_object($resql)) {
if ($obj->quarter >= 1 && $obj->quarter <= 4) {
$result['paid'][$obj->quarter] = (float) $obj->tva_amount;
}
}
$this->db->free($resql);
}
return $result;
}
/**
* Method to show the widget
*/
public function showBox($head = null, $contents = null, $nooutput = 0)
{
return parent::showBox($this->info_box_head, $this->info_box_contents, $nooutput);
}
}

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@ -0,0 +1,548 @@
<?php
/* Copyright (C) 2004-2018 Laurent Destailleur <eldy@users.sourceforge.net>
* Copyright (C) 2018-2019 Nicolas ZABOURI <info@inovea-conseil.com>
* Copyright (C) 2019-2024 Frédéric France <frederic.france@free.fr>
* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/
/**
* \defgroup buchaltungswidget Module BuchaltungsWidget
* \brief BuchaltungsWidget module descriptor.
*
* \file htdocs/buchaltungswidget/core/modules/modBuchaltungsWidget.class.php
* \ingroup buchaltungswidget
* \brief Description and activation file for module BuchaltungsWidget
*/
include_once DOL_DOCUMENT_ROOT.'/core/modules/DolibarrModules.class.php';
/**
* Description and activation class for module BuchaltungsWidget
*/
class modBuchaltungsWidget extends DolibarrModules
{
/**
* Constructor. Define names, constants, directories, boxes, permissions
*
* @param DoliDB $db Database handler
*/
public function __construct($db)
{
global $conf, $langs;
$this->db = $db;
// Id for module (must be unique).
// Use here a free id (See in Home -> System information -> Dolibarr for list of used modules id).
$this->numero = 500014; // TODO Go on page https://wiki.dolibarr.org/index.php/List_of_modules_id to reserve an id number for your module
// Key text used to identify module (for permissions, menus, etc...)
$this->rights_class = 'buchaltungswidget';
// Family can be 'base' (core modules),'crm','financial','hr','projects','products','ecm','technic' (transverse modules),'interface' (link with external tools),'other','...'
// It is used to group modules by family in module setup page
$this->family = "other";
// Module position in the family on 2 digits ('01', '10', '20', ...)
$this->module_position = '90';
// Gives the possibility for the module, to provide his own family info and position of this family (Overwrite $this->family and $this->module_position. Avoid this)
//$this->familyinfo = array('myownfamily' => array('position' => '01', 'label' => $langs->trans("MyOwnFamily")));
// Module label (no space allowed), used if translation string 'ModuleBuchaltungsWidgetName' not found (BuchaltungsWidget is name of module).
$this->name = preg_replace('/^mod/i', '', get_class($this));
// DESCRIPTION_FLAG
// Module description, used if translation string 'ModuleBuchaltungsWidgetDesc' not found (BuchaltungsWidget is name of module).
$this->description = "BuchaltungsWidgetDescription";
// Used only if file README.md and README-LL.md not found.
$this->descriptionlong = "BuchaltungsWidgetDescription";
// Author
$this->editor_name = 'Alles Watt läuft (Testsystem)';
$this->editor_url = ''; // Must be an external online web site
$this->editor_squarred_logo = ''; // Must be image filename into the module/img directory followed with @modulename. Example: 'myimage.png@buchaltungswidget'
// Possible values for version are: 'development', 'experimental', 'dolibarr', 'dolibarr_deprecated', 'experimental_deprecated' or a version string like 'x.y.z'
$this->version = '1.0';
// Url to the file with your last numberversion of this module
//$this->url_last_version = 'http://www.example.com/versionmodule.txt';
// Key used in llx_const table to save module status enabled/disabled (where BUCHALTUNGSWIDGET is value of property name of module in uppercase)
$this->const_name = 'MAIN_MODULE_'.strtoupper($this->name);
// Name of image file used for this module.
// If file is in theme/yourtheme/img directory under name object_pictovalue.png, use this->picto='pictovalue'
// If file is in module/img directory under name object_pictovalue.png, use this->picto='pictovalue@module'
// To use a supported fa-xxx css style of font awesome, use this->picto='xxx'
$this->picto = 'fa-chart-line';
// Define some features supported by module (triggers, login, substitutions, menus, css, etc...)
$this->module_parts = array(
// Set this to 1 if module has its own trigger directory (core/triggers)
'triggers' => 0,
// Set this to 1 if module has its own login method file (core/login)
'login' => 0,
// Set this to 1 if module has its own substitution function file (core/substitutions)
'substitutions' => 0,
// Set this to 1 if module has its own menus handler directory (core/menus)
'menus' => 0,
// Set this to 1 if module overwrite template dir (core/tpl)
'tpl' => 0,
// Set this to 1 if module has its own barcode directory (core/modules/barcode)
'barcode' => 0,
// Set this to 1 if module has its own models directory (core/modules/xxx)
'models' => 0,
// Set this to 1 if module has its own printing directory (core/modules/printing)
'printing' => 0,
// Set this to 1 if module has its own theme directory (theme)
'theme' => 0,
// Set this to relative path of css file if module has its own css file
'css' => array(
'/buchaltungswidget/css/buchaltungswidget.css',
),
// Set this to relative path of js file if module must load a js on all pages
'js' => array(
// '/buchaltungswidget/js/buchaltungswidget.js.php',
),
// Set here all hooks context managed by module. To find available hook context, make a "grep -r '>initHooks(' *" on source code. You can also set hook context to 'all'
/* BEGIN MODULEBUILDER HOOKSCONTEXTS */
'hooks' => array(
'data' => array(
'thirdpartycard',
),
),
/* END MODULEBUILDER HOOKSCONTEXTS */
// Set this to 1 if features of module are opened to external users
'moduleforexternal' => 0,
// Set this to 1 if the module provides a website template into doctemplates/websites/website_template-mytemplate
'websitetemplates' => 0,
// Set this to 1 if the module provides a captcha driver
'captcha' => 0
);
// Data directories to create when module is enabled.
// Example: this->dirs = array("/buchaltungswidget/temp","/buchaltungswidget/subdir");
$this->dirs = array("/buchaltungswidget/temp");
// Config pages. Put here list of php page, stored into buchaltungswidget/admin directory, to use to setup module.
$this->config_page_url = array("setup.php@buchaltungswidget");
// Dependencies
// A condition to hide module
$this->hidden = getDolGlobalInt('MODULE_BUCHALTUNGSWIDGET_DISABLED'); // A condition to disable module;
// List of module class names that must be enabled if this module is enabled. Example: array('always'=>array('modModuleToEnable1','modModuleToEnable2'), 'FR'=>array('modModuleToEnableFR')...)
$this->depends = array();
// List of module class names to disable if this one is disabled. Example: array('modModuleToDisable1', ...)
$this->requiredby = array();
// List of module class names this module is in conflict with. Example: array('modModuleToDisable1', ...)
$this->conflictwith = array();
// The language file dedicated to your module
$this->langfiles = array("buchaltungswidget@buchaltungswidget");
// Prerequisites
$this->phpmin = array(7, 1); // Minimum version of PHP required by module
// $this->phpmax = array(8, 0); // Maximum version of PHP required by module
$this->need_dolibarr_version = array(19, -3); // Minimum version of Dolibarr required by module
// $this->max_dolibarr_version = array(19, -3); // Maximum version of Dolibarr required by module
$this->need_javascript_ajax = 0;
// Messages at activation
$this->warnings_activation = array(); // Warning to show when we activate module. array('always'='text') or array('FR'='textfr','MX'='textmx'...)
$this->warnings_activation_ext = array(); // Warning to show when we activate an external module. array('always'='text') or array('FR'='textfr','MX'='textmx'...)
//$this->automatic_activation = array('FR'=>'BuchaltungsWidgetWasAutomaticallyActivatedBecauseOfYourCountryChoice');
//$this->always_enabled = true; // If true, can't be disabled
// Constants
// List of particular constants to add when module is enabled (key, 'chaine', value, desc, visible, 'current' or 'allentities', deleteonunactive)
// Example: $this->const=array(1 => array('BUCHALTUNGSWIDGET_MYNEWCONST1', 'chaine', 'myvalue', 'This is a constant to add', 1),
// 2 => array('BUCHALTUNGSWIDGET_MYNEWCONST2', 'chaine', 'myvalue', 'This is another constant to add', 0, 'current', 1)
// );
$this->const = array();
// Some keys to add into the overwriting translation tables
/*$this->overwrite_translation = array(
'en_US:ParentCompany'=>'Parent company or reseller',
'fr_FR:ParentCompany'=>'Maison mère ou revendeur'
)*/
if (!isModEnabled("buchaltungswidget")) {
$conf->buchaltungswidget = new stdClass();
$conf->buchaltungswidget->enabled = 0;
}
// Array to add new pages in new tabs
/* BEGIN MODULEBUILDER TABS */
$this->tabs = array();
/* END MODULEBUILDER TABS */
// Example:
// To add a new tab identified by code tabname1
// $this->tabs[] = array('data' => 'objecttype:+tabname1:Title1:mylangfile@buchaltungswidget:$user->hasRight(\'buchaltungswidget\', \'read\'):/buchaltungswidget/mynewtab1.php?id=__ID__');
// To add another new tab identified by code tabname2. Label will be result of calling all substitution functions on 'Title2' key.
// $this->tabs[] = array('data' => 'objecttype:+tabname2:SUBSTITUTION_Title2:mylangfile@buchaltungswidget:$user->hasRight(\'othermodule\', \'read\'):/buchaltungswidget/mynewtab2.php?id=__ID__',
// To remove an existing tab identified by code tabname
// $this->tabs[] = array('data' => 'objecttype:-tabname:NU:conditiontoremove');
//
// Where objecttype can be
// 'categories_x' to add a tab in category view (replace 'x' by type of category (0=product, 1=supplier, 2=customer, 3=member)
// 'contact' to add a tab in contact view
// 'contract' to add a tab in contract view
// 'delivery' to add a tab in delivery view
// 'group' to add a tab in group view
// 'intervention' to add a tab in intervention view
// 'invoice' to add a tab in customer invoice view
// 'supplier_invoice' to add a tab in supplier invoice view
// 'member' to add a tab in foundation member view
// 'opensurveypoll' to add a tab in opensurvey poll view
// 'order' to add a tab in sale order view
// 'supplier_order' to add a tab in supplier order view
// 'payment' to add a tab in payment view
// 'supplier_payment' to add a tab in supplier payment view
// 'product' to add a tab in product view
// 'propal' to add a tab in propal view
// 'project' to add a tab in project view
// 'stock' to add a tab in stock view
// 'thirdparty' to add a tab in third party view
// 'user' to add a tab in user view
// Dictionaries
/* Example:
$this->dictionaries=array(
'langs' => 'buchaltungswidget@buchaltungswidget',
// List of tables we want to see into dictionary editor
'tabname' => array("table1", "table2", "table3"),
// Label of tables
'tablib' => array("Table1", "Table2", "Table3"),
// Request to select fields
'tabsql' => array('SELECT f.rowid as rowid, f.code, f.label, f.active FROM '.$this->db->prefix().'table1 as f', 'SELECT f.rowid as rowid, f.code, f.label, f.active FROM '.$this->db->prefix().'table2 as f', 'SELECT f.rowid as rowid, f.code, f.label, f.active FROM '.$this->db->prefix().'table3 as f'),
// Sort order
'tabsqlsort' => array("label ASC", "label ASC", "label ASC"),
// List of fields (result of select to show dictionary)
'tabfield' => array("code,label", "code,label", "code,label"),
// List of fields (list of fields to edit a record)
'tabfieldvalue' => array("code,label", "code,label", "code,label"),
// List of fields (list of fields for insert)
'tabfieldinsert' => array("code,label", "code,label", "code,label"),
// Name of columns with primary key (try to always name it 'rowid')
'tabrowid' => array("rowid", "rowid", "rowid"),
// Condition to show each dictionary
'tabcond' => array(isModEnabled('buchaltungswidget'), isModEnabled('buchaltungswidget'), isModEnabled('buchaltungswidget')),
// Tooltip for every fields of dictionaries: DO NOT PUT AN EMPTY ARRAY
'tabhelp' => array(array('code' => $langs->trans('CodeTooltipHelp'), 'field2' => 'field2tooltip'), array('code' => $langs->trans('CodeTooltipHelp'), 'field2' => 'field2tooltip'), ...),
);
*/
/* BEGIN MODULEBUILDER DICTIONARIES */
$this->dictionaries = array();
/* END MODULEBUILDER DICTIONARIES */
// Boxes/Widgets
// Add here list of php file(s) stored in buchaltungswidget/core/boxes that contains a class to show a widget.
/* BEGIN MODULEBUILDER WIDGETS */
$this->boxes = array(
0 => array(
'file' => 'box_ust_uebersicht.php@buchaltungswidget',
'note' => 'Umsatzsteuer-Uebersicht Widget - USt Quartale mit Diagramm',
'enabledbydefaulton' => 'Home',
),
1 => array(
'file' => 'box_gewinn_verlust.php@buchaltungswidget',
'note' => 'Gewinn/Verlust Widget - Einnahmen, Kundenkosten, Gewinn mit Diagramm',
'enabledbydefaulton' => 'Home',
),
2 => array(
'file' => 'box_rentabilitaet.php@buchaltungswidget',
'note' => 'Rentabilitaet Widget - Materialeinkauf vs Rechnungsstellung, Gewinnmarge',
'enabledbydefaulton' => 'Home',
),
);
/* END MODULEBUILDER WIDGETS */
// Cronjobs (List of cron jobs entries to add when module is enabled)
// unit_frequency must be 60 for minute, 3600 for hour, 86400 for day, 604800 for week
/* BEGIN MODULEBUILDER CRON */
$this->cronjobs = array(
// 0 => array(
// 'label' => 'MyJob label',
// 'jobtype' => 'method',
// 'class' => '/buchaltungswidget/class/myobject.class.php',
// 'objectname' => 'MyObject',
// 'method' => 'doScheduledJob',
// 'parameters' => '',
// 'comment' => 'Comment',
// 'frequency' => 2,
// 'unitfrequency' => 3600,
// 'status' => 0,
// 'test' => 'isModEnabled("buchaltungswidget")',
// 'priority' => 50,
// ),
);
/* END MODULEBUILDER CRON */
// Example: $this->cronjobs=array(
// 0=>array('label'=>'My label', 'jobtype'=>'method', 'class'=>'/dir/class/file.class.php', 'objectname'=>'MyClass', 'method'=>'myMethod', 'parameters'=>'param1, param2', 'comment'=>'Comment', 'frequency'=>2, 'unitfrequency'=>3600, 'status'=>0, 'test'=>'isModEnabled("buchaltungswidget")', 'priority'=>50),
// 1=>array('label'=>'My label', 'jobtype'=>'command', 'command'=>'', 'parameters'=>'param1, param2', 'comment'=>'Comment', 'frequency'=>1, 'unitfrequency'=>3600*24, 'status'=>0, 'test'=>'isModEnabled("buchaltungswidget")', 'priority'=>50)
// );
// Permissions provided by this module
$this->rights = array();
$r = 0;
// Add here entries to declare new permissions
/* BEGIN MODULEBUILDER PERMISSIONS */
/*
$o = 1;
$this->rights[$r][0] = $this->numero . sprintf("%02d", ($o * 10) + 1); // Permission id (must not be already used)
$this->rights[$r][1] = 'Read objects of BuchaltungsWidget'; // Permission label
$this->rights[$r][4] = 'myobject';
$this->rights[$r][5] = 'read'; // In php code, permission will be checked by test if ($user->hasRight('buchaltungswidget', 'myobject', 'read'))
$r++;
$this->rights[$r][0] = $this->numero . sprintf("%02d", ($o * 10) + 2); // Permission id (must not be already used)
$this->rights[$r][1] = 'Create/Update objects of BuchaltungsWidget'; // Permission label
$this->rights[$r][4] = 'myobject';
$this->rights[$r][5] = 'write'; // In php code, permission will be checked by test if ($user->hasRight('buchaltungswidget', 'myobject', 'write'))
$r++;
$this->rights[$r][0] = $this->numero . sprintf("%02d", ($o * 10) + 3); // Permission id (must not be already used)
$this->rights[$r][1] = 'Delete objects of BuchaltungsWidget'; // Permission label
$this->rights[$r][4] = 'myobject';
$this->rights[$r][5] = 'delete'; // In php code, permission will be checked by test if ($user->hasRight('buchaltungswidget', 'myobject', 'delete'))
$r++;
*/
/* END MODULEBUILDER PERMISSIONS */
// Main menu entries to add
$this->menu = array();
$r = 0;
// Add here entries to declare new menus
/* BEGIN MODULEBUILDER TOPMENU
$this->menu[$r++] = array(
'fk_menu' => '',
'type' => 'top',
'titre' => 'ModuleBuchaltungsWidgetName',
'prefix' => img_picto('', $this->picto, 'class="pictofixedwidth valignmiddle"'),
'mainmenu' => 'buchaltungswidget',
'leftmenu' => '',
'url' => '/buchaltungswidget/buchaltungswidgetindex.php',
'langs' => 'buchaltungswidget@buchaltungswidget',
'position' => 1000 + $r,
'enabled' => 'isModEnabled("buchaltungswidget") && getDolGlobalInt("BUCHALTUNGSWIDGET_SHOW_MENU", 1)',
'perms' => '1',
'target' => '',
'user' => 2,
);*/
/* END MODULEBUILDER TOPMENU */
/* BEGIN MODULEBUILDER LEFTMENU MYOBJECT */
/*
$this->menu[$r++]=array(
'fk_menu' => 'fk_mainmenu=buchaltungswidget', // '' if this is a top menu. For left menu, use 'fk_mainmenu=xxx' or 'fk_mainmenu=xxx,fk_leftmenu=yyy' where xxx is mainmenucode and yyy is a leftmenucode
'type' => 'left', // This is a Left menu entry
'titre' => 'MyObject',
'prefix' => img_picto('', $this->picto, 'class="pictofixedwidth valignmiddle paddingright"'),
'mainmenu' => 'buchaltungswidget',
'leftmenu' => 'myobject',
'url' => '/buchaltungswidget/buchaltungswidgetindex.php',
'langs' => 'buchaltungswidget@buchaltungswidget', // Lang file to use (without .lang) by module. File must be in langs/code_CODE/ directory.
'position' => 1000 + $r,
'enabled' => 'isModEnabled("buchaltungswidget")', // Define condition to show or hide menu entry. Use 'isModEnabled("buchaltungswidget")' if entry must be visible if module is enabled.
'perms' => '$user->hasRight("buchaltungswidget", "myobject", "read")',
'target' => '',
'user' => 2, // 0=Menu for internal users, 1=external users, 2=both
'object' => 'MyObject'
);
$this->menu[$r++]=array(
'fk_menu' => 'fk_mainmenu=buchaltungswidget,fk_leftmenu=myobject', // '' if this is a top menu. For left menu, use 'fk_mainmenu=xxx' or 'fk_mainmenu=xxx,fk_leftmenu=yyy' where xxx is mainmenucode and yyy is a leftmenucode
'type' => 'left', // This is a Left menu entry
'titre' => 'New_MyObject',
'mainmenu' => 'buchaltungswidget',
'leftmenu' => 'buchaltungswidget_myobject_new',
'url' => '/buchaltungswidget/myobject_card.php?action=create',
'langs' => 'buchaltungswidget@buchaltungswidget', // Lang file to use (without .lang) by module. File must be in langs/code_CODE/ directory.
'position' => 1000 + $r,
'enabled' => 'isModEnabled("buchaltungswidget")', // Define condition to show or hide menu entry. Use 'isModEnabled("buchaltungswidget")' if entry must be visible if module is enabled. Use '$leftmenu==\'system\'' to show if leftmenu system is selected.
'perms' => '$user->hasRight("buchaltungswidget", "myobject", "write")'
'target' => '',
'user' => 2, // 0=Menu for internal users, 1=external users, 2=both
'object' => 'MyObject'
);
$this->menu[$r++]=array(
'fk_menu' => 'fk_mainmenu=buchaltungswidget,fk_leftmenu=myobject', // '' if this is a top menu. For left menu, use 'fk_mainmenu=xxx' or 'fk_mainmenu=xxx,fk_leftmenu=yyy' where xxx is mainmenucode and yyy is a leftmenucode
'type' => 'left', // This is a Left menu entry
'titre' => 'List_MyObject',
'mainmenu' => 'buchaltungswidget',
'leftmenu' => 'buchaltungswidget_myobject_list',
'url' => '/buchaltungswidget/myobject_list.php',
'langs' => 'buchaltungswidget@buchaltungswidget', // Lang file to use (without .lang) by module. File must be in langs/code_CODE/ directory.
'position' => 1000 + $r,
'enabled' => 'isModEnabled("buchaltungswidget")', // Define condition to show or hide menu entry. Use 'isModEnabled("buchaltungswidget")' if entry must be visible if module is enabled.
'perms' => '$user->hasRight("buchaltungswidget", "myobject", "read")'
'target' => '',
'user' => 2, // 0=Menu for internal users, 1=external users, 2=both
'object' => 'MyObject'
);
*/
/* END MODULEBUILDER LEFTMENU MYOBJECT */
// Exports profiles provided by this module
$r = 0;
/* BEGIN MODULEBUILDER EXPORT MYOBJECT */
/*
$langs->load("buchaltungswidget@buchaltungswidget");
$this->export_code[$r] = $this->rights_class.'_'.$r;
$this->export_label[$r] = 'MyObjectLines'; // Translation key (used only if key ExportDataset_xxx_z not found)
$this->export_icon[$r] = $this->picto;
// Define $this->export_fields_array, $this->export_TypeFields_array and $this->export_entities_array
$keyforclass = 'MyObject'; $keyforclassfile='/buchaltungswidget/class/myobject.class.php'; $keyforelement='myobject@buchaltungswidget';
include DOL_DOCUMENT_ROOT.'/core/commonfieldsinexport.inc.php';
//$this->export_fields_array[$r]['t.fieldtoadd']='FieldToAdd'; $this->export_TypeFields_array[$r]['t.fieldtoadd']='Text';
//unset($this->export_fields_array[$r]['t.fieldtoremove']);
//$keyforclass = 'MyObjectLine'; $keyforclassfile='/buchaltungswidget/class/myobject.class.php'; $keyforelement='myobjectline@buchaltungswidget'; $keyforalias='tl';
//include DOL_DOCUMENT_ROOT.'/core/commonfieldsinexport.inc.php';
$keyforselect='myobject'; $keyforaliasextra='extra'; $keyforelement='myobject@buchaltungswidget';
include DOL_DOCUMENT_ROOT.'/core/extrafieldsinexport.inc.php';
//$keyforselect='myobjectline'; $keyforaliasextra='extraline'; $keyforelement='myobjectline@buchaltungswidget';
//include DOL_DOCUMENT_ROOT.'/core/extrafieldsinexport.inc.php';
//$this->export_dependencies_array[$r] = array('myobjectline' => array('tl.rowid','tl.ref')); // To force to activate one or several fields if we select some fields that need same (like to select a unique key if we ask a field of a child to avoid the DISTINCT to discard them, or for computed field than need several other fields)
//$this->export_special_array[$r] = array('t.field' => '...');
//$this->export_examplevalues_array[$r] = array('t.field' => 'Example');
//$this->export_help_array[$r] = array('t.field' => 'FieldDescHelp');
$this->export_sql_start[$r]='SELECT DISTINCT ';
$this->export_sql_end[$r] =' FROM '.$this->db->prefix().'buchaltungswidget_myobject as t';
//$this->export_sql_end[$r] .=' LEFT JOIN '.$this->db->prefix().'buchaltungswidget_myobject_line as tl ON tl.fk_myobject = t.rowid';
$this->export_sql_end[$r] .=' WHERE 1 = 1';
$this->export_sql_end[$r] .=' AND t.entity IN ('.getEntity('myobject').')';
$r++; */
/* END MODULEBUILDER EXPORT MYOBJECT */
// Imports profiles provided by this module
$r = 0;
/* BEGIN MODULEBUILDER IMPORT MYOBJECT */
/*
$langs->load("buchaltungswidget@buchaltungswidget");
$this->import_code[$r] = $this->rights_class.'_'.$r;
$this->import_label[$r] = 'MyObjectLines'; // Translation key (used only if key ExportDataset_xxx_z not found)
$this->import_icon[$r] = $this->picto;
$this->import_tables_array[$r] = array('t' => $this->db->prefix().'buchaltungswidget_myobject', 'extra' => $this->db->prefix().'buchaltungswidget_myobject_extrafields');
$this->import_tables_creator_array[$r] = array('t' => 'fk_user_author'); // Fields to store import user id
$import_sample = array();
$keyforclass = 'MyObject'; $keyforclassfile='/buchaltungswidget/class/myobject.class.php'; $keyforelement='myobject@buchaltungswidget';
include DOL_DOCUMENT_ROOT.'/core/commonfieldsinimport.inc.php';
$import_extrafield_sample = array();
$keyforselect='myobject'; $keyforaliasextra='extra'; $keyforelement='myobject@buchaltungswidget';
include DOL_DOCUMENT_ROOT.'/core/extrafieldsinimport.inc.php';
$this->import_fieldshidden_array[$r] = array('extra.fk_object' => 'lastrowid-'.$this->db->prefix().'buchaltungswidget_myobject');
$this->import_regex_array[$r] = array();
$this->import_examplevalues_array[$r] = array_merge($import_sample, $import_extrafield_sample);
$this->import_updatekeys_array[$r] = array('t.ref' => 'Ref');
$this->import_convertvalue_array[$r] = array(
't.ref' => array(
'rule'=>'getrefifauto',
'class'=>(!getDolGlobalString('BUCHALTUNGSWIDGET_MYOBJECT_ADDON') ? 'mod_myobject_standard' : getDolGlobalString('BUCHALTUNGSWIDGET_MYOBJECT_ADDON')),
'path'=>"/core/modules/buchaltungswidget/".(!getDolGlobalString('BUCHALTUNGSWIDGET_MYOBJECT_ADDON') ? 'mod_myobject_standard' : getDolGlobalString('BUCHALTUNGSWIDGET_MYOBJECT_ADDON')).'.php',
'classobject'=>'MyObject',
'pathobject'=>'/buchaltungswidget/class/myobject.class.php',
),
't.fk_soc' => array('rule' => 'fetchidfromref', 'file' => '/societe/class/societe.class.php', 'class' => 'Societe', 'method' => 'fetch', 'element' => 'ThirdParty'),
't.fk_user_valid' => array('rule' => 'fetchidfromref', 'file' => '/user/class/user.class.php', 'class' => 'User', 'method' => 'fetch', 'element' => 'user'),
't.fk_mode_reglement' => array('rule' => 'fetchidfromcodeorlabel', 'file' => '/compta/paiement/class/cpaiement.class.php', 'class' => 'Cpaiement', 'method' => 'fetch', 'element' => 'cpayment'),
);
$this->import_run_sql_after_array[$r] = array();
$r++; */
/* END MODULEBUILDER IMPORT MYOBJECT */
}
/**
* Function called when module is enabled.
* The init function add constants, boxes, permissions and menus (defined in constructor) into Dolibarr database.
* It also creates data directories
*
* @param string $options Options when enabling module ('', 'noboxes')
* @return int<-1,1> 1 if OK, <=0 if KO
*/
public function init($options = '')
{
global $conf, $langs;
// Create tables of module at module activation
//$result = $this->_load_tables('/install/mysql/', 'buchaltungswidget');
$result = $this->_load_tables('/buchaltungswidget/sql/');
if ($result < 0) {
return -1; // Do not activate module if error 'not allowed' returned when loading module SQL queries (the _load_table run sql with run_sql with the error allowed parameter set to 'default')
}
// Create extrafields during init
//include_once DOL_DOCUMENT_ROOT.'/core/class/extrafields.class.php';
//$extrafields = new ExtraFields($this->db);
//$result0=$extrafields->addExtraField('buchaltungswidget_separator1', "Separator 1", 'separator', 1, 0, 'thirdparty', 0, 0, '', array('options'=>array(1=>1)), 1, '', 1, 0, '', '', 'buchaltungswidget@buchaltungswidget', 'isModEnabled("buchaltungswidget")');
//$result1=$extrafields->addExtraField('buchaltungswidget_myattr1', "New Attr 1 label", 'boolean', 1, 3, 'thirdparty', 0, 0, '', '', 1, '', -1, 0, '', '', 'buchaltungswidget@buchaltungswidget', 'isModEnabled("buchaltungswidget")');
//$result2=$extrafields->addExtraField('buchaltungswidget_myattr2', "New Attr 2 label", 'varchar', 1, 10, 'project', 0, 0, '', '', 1, '', -1, 0, '', '', 'buchaltungswidget@buchaltungswidget', 'isModEnabled("buchaltungswidget")');
//$result3=$extrafields->addExtraField('buchaltungswidget_myattr3', "New Attr 3 label", 'varchar', 1, 10, 'bank_account', 0, 0, '', '', 1, '', -1, 0, '', '', 'buchaltungswidget@buchaltungswidget', 'isModEnabled("buchaltungswidget")');
//$result4=$extrafields->addExtraField('buchaltungswidget_myattr4', "New Attr 4 label", 'select', 1, 3, 'thirdparty', 0, 1, '', array('options'=>array('code1'=>'Val1','code2'=>'Val2','code3'=>'Val3')), 1,'', -1, 0, '', '', 'buchaltungswidget@buchaltungswidget', 'isModEnabled("buchaltungswidget")');
//$result5=$extrafields->addExtraField('buchaltungswidget_myattr5', "New Attr 5 label", 'text', 1, 10, 'user', 0, 0, '', '', 1, '', -1, 0, '', '', 'buchaltungswidget@buchaltungswidget', 'isModEnabled("buchaltungswidget")');
// Permissions
$this->remove($options);
$sql = array();
// Document templates
$moduledir = dol_sanitizeFileName('buchaltungswidget');
$myTmpObjects = array();
$myTmpObjects['MyObject'] = array('includerefgeneration' => 0, 'includedocgeneration' => 0);
foreach ($myTmpObjects as $myTmpObjectKey => $myTmpObjectArray) {
if ($myTmpObjectArray['includerefgeneration']) {
$src = DOL_DOCUMENT_ROOT.'/install/doctemplates/'.$moduledir.'/template_myobjects.odt';
$dirodt = DOL_DATA_ROOT.($conf->entity > 1 ? '/'.$conf->entity : '').'/doctemplates/'.$moduledir;
$dest = $dirodt.'/template_myobjects.odt';
if (file_exists($src) && !file_exists($dest)) {
require_once DOL_DOCUMENT_ROOT.'/core/lib/files.lib.php';
dol_mkdir($dirodt);
$result = dol_copy($src, $dest, '0', 0);
if ($result < 0) {
$langs->load("errors");
$this->error = $langs->trans('ErrorFailToCopyFile', $src, $dest);
return 0;
}
}
$sql = array_merge($sql, array(
"DELETE FROM ".$this->db->prefix()."document_model WHERE nom = 'standard_".strtolower($myTmpObjectKey)."' AND type = '".$this->db->escape(strtolower($myTmpObjectKey))."' AND entity = ".((int) $conf->entity),
"INSERT INTO ".$this->db->prefix()."document_model (nom, type, entity) VALUES('standard_".strtolower($myTmpObjectKey)."', '".$this->db->escape(strtolower($myTmpObjectKey))."', ".((int) $conf->entity).")",
"DELETE FROM ".$this->db->prefix()."document_model WHERE nom = 'generic_".strtolower($myTmpObjectKey)."_odt' AND type = '".$this->db->escape(strtolower($myTmpObjectKey))."' AND entity = ".((int) $conf->entity),
"INSERT INTO ".$this->db->prefix()."document_model (nom, type, entity) VALUES('generic_".strtolower($myTmpObjectKey)."_odt', '".$this->db->escape(strtolower($myTmpObjectKey))."', ".((int) $conf->entity).")"
));
}
}
return $this->_init($sql, $options);
}
/**
* Function called when module is disabled.
* Remove from database constants, boxes and permissions from Dolibarr database.
* Data directories are not deleted
*
* @param string $options Options when enabling module ('', 'noboxes')
* @return int<-1,1> 1 if OK, <=0 if KO
*/
public function remove($options = '')
{
$sql = array();
return $this->_remove($sql, $options);
}
}

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/**
* Buchhaltungs-Widget CSS Styles
* Uses Dolibarr CSS variables for theme compatibility
*/
/* ===== WIDGET CONTAINER STYLES ===== */
/* Chart container in widgets */
.buchaltung-chart-container {
padding: 10px;
background-color: rgb(var(--colorbacklinepair1, 252,252,252));
border-bottom: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
}
.buchaltung-chart-container canvas {
max-width: 100%;
}
/* Section headers */
.buchaltung-section-header {
background-color: rgb(var(--colorbacktitle1, 241,241,241));
padding: 8px 10px;
border-top: 2px solid var(--inputbordercolor, rgba(0,0,0,.15));
border-bottom: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
color: rgb(var(--colortexttitle, 40,40,60));
}
/* Table headers */
.buchaltung-header {
background-color: rgb(var(--colorbacktitle1, 241,241,241)) !important;
font-weight: bold;
padding: 6px 8px;
border-bottom: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
font-size: 0.9em;
color: rgb(var(--colortexttitle, 40,40,60));
}
/* Labels */
.buchaltung-label {
padding: 6px 8px;
white-space: nowrap;
background-color: rgb(var(--colorbacklineimpair1, 255,255,255));
color: rgb(var(--colortext, 0,0,0));
}
/* ===== COLOR CODING ===== */
/* Positive values (green) - money you get back or profit */
.buchaltung-positive {
color: var(--amountpaymentcomplete, #008855) !important;
}
/* Negative values (red) - money you have to pay or loss */
.buchaltung-negative {
color: var(--amountremaintopaycolor, #880000) !important;
}
/* Current quarter/period highlight */
.buchaltung-current-quarter {
background-color: rgb(var(--tablevalidbgcolor, 252,248,227)) !important;
font-weight: bold;
}
/* Future periods (greyed out) */
.buchaltung-future {
color: var(--tableforfieldcolor, #888) !important;
font-style: italic;
}
/* ===== TABLE STYLING ===== */
/* Standard table rows - alternating */
.box_ust_uebersicht table.noborder tr.oddeven td,
.box_gewinn_verlust table.noborder tr.oddeven td,
.box_rentabilitaet table.noborder tr.oddeven td {
background-color: rgb(var(--colorbacklineimpair1, 255,255,255));
}
.box_ust_uebersicht table.noborder tr.oddeven:nth-child(even) td,
.box_gewinn_verlust table.noborder tr.oddeven:nth-child(even) td,
.box_rentabilitaet table.noborder tr.oddeven:nth-child(even) td {
background-color: rgb(var(--colorbacklinepair1, 252,252,252));
}
/* Total column */
.buchaltung-total {
font-weight: bold;
background-color: rgb(var(--colorbacktitle1, 241,241,241)) !important;
border-left: 2px solid var(--inputbordercolor, rgba(0,0,0,.15));
}
/* Last year rows (slightly muted) */
.buchaltung-lastyear {
opacity: 0.75;
font-size: 0.95em;
}
/* Separator row */
.buchaltung-separator {
height: 8px;
border: none;
background-color: rgb(var(--colorbackbody, 255,255,255)) !important;
}
/* Profit/Loss row highlight */
.buchaltung-profit-row {
background-color: rgb(var(--colorbacklinepairhover, 240,242,249)) !important;
border-top: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
}
/* Footnote */
.buchaltung-footnote {
padding: 8px 10px;
color: var(--tableforfieldcolor, #888);
font-size: 0.85em;
background-color: rgb(var(--colorbacklinepair1, 252,252,252));
border-top: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
}
/* Widget specific table styling */
.box_ust_uebersicht table.noborder,
.box_gewinn_verlust table.noborder,
.box_rentabilitaet table.noborder {
width: 100%;
background-color: rgb(var(--colorbacktabcard1, 255,255,255));
}
.box_ust_uebersicht table.noborder td,
.box_gewinn_verlust table.noborder td,
.box_rentabilitaet table.noborder td {
padding: 5px 8px;
vertical-align: middle;
color: rgb(var(--colortext, 0,0,0));
}
/* ===== PRODUCTIVITY RATING ===== */
.buchaltung-rating {
padding: 12px;
background-color: rgb(var(--colorbacktitle1, 241,241,241));
border-top: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
}
.buchaltung-rating-box {
padding: 15px 20px;
border-radius: 8px;
text-align: center;
box-shadow: 0 2px 4px rgba(38, 60, 92, 0.1);
border: 2px solid;
position: relative;
overflow: hidden;
}
.buchaltung-rating-box::before {
content: "";
position: absolute;
top: 0;
left: 0;
right: 0;
height: 4px;
background: linear-gradient(90deg, rgba(38, 60, 92, 0.8), rgba(38, 60, 92, 0.4));
}
.buchaltung-rating-box .rating-label {
font-weight: 700;
margin-right: 8px;
font-size: 0.95em;
text-transform: uppercase;
letter-spacing: 0.5px;
}
.buchaltung-rating-box .rating-value {
font-size: 1.5em;
font-weight: 800;
display: inline-block;
padding: 4px 14px;
border-radius: 4px;
background-color: rgba(255, 255, 255, 0.6);
margin: 0 5px;
}
.buchaltung-rating-box .rating-description {
display: block;
font-size: 0.9em;
font-weight: 500;
margin-top: 10px;
padding-top: 10px;
border-top: 1px solid rgba(0, 0, 0, 0.15);
font-style: normal;
}
/* Rating colors - clear, readable colors */
.rating-excellent {
background: #d4edda;
border-color: #28a745;
color: #155724 !important;
}
.rating-excellent::before {
background: linear-gradient(90deg, #28a745, #5cb85c);
}
.rating-excellent .rating-label,
.rating-excellent .rating-description {
color: #155724 !important;
}
.rating-excellent .rating-value {
background-color: #c3e6cb;
color: #0b3d0b !important;
}
.rating-good {
background: #cce5ff;
border-color: #007bff;
color: #004085 !important;
}
.rating-good::before {
background: linear-gradient(90deg, #007bff, #5ba4ff);
}
.rating-good .rating-label,
.rating-good .rating-description {
color: #004085 !important;
}
.rating-good .rating-value {
background-color: #b8daff;
color: #002752 !important;
}
.rating-average {
background: #fff3cd;
border-color: #ffc107;
color: #664d03 !important;
}
.rating-average::before {
background: linear-gradient(90deg, #ffc107, #ffda6a);
}
.rating-average .rating-label,
.rating-average .rating-description {
color: #664d03 !important;
}
.rating-average .rating-value {
background-color: #ffe69c;
color: #3d2e02 !important;
}
.rating-low {
background: #ffe5d0;
border-color: #fd7e14;
color: #663000 !important;
}
.rating-low::before {
background: linear-gradient(90deg, #fd7e14, #ffa64d);
}
.rating-low .rating-label,
.rating-low .rating-description {
color: #663000 !important;
}
.rating-low .rating-value {
background-color: #ffd4b3;
color: #4d2400 !important;
}
.rating-critical {
background: #f8d7da;
border-color: #dc3545;
color: #721c24 !important;
}
.rating-critical::before {
background: linear-gradient(90deg, #dc3545, #e4606d);
}
.rating-critical .rating-label,
.rating-critical .rating-description {
color: #721c24 !important;
}
.rating-critical .rating-value {
background-color: #f5c6cb;
color: #4a1117 !important;
}
/* ===== DETAIL PAGE STYLES ===== */
.buchaltung-filter-bar {
background-color: rgb(var(--colorbacktitle1, 241,241,241));
padding: 15px;
margin-bottom: 20px;
border-radius: 4px;
border: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
}
.buchaltung-filter-bar label {
font-weight: bold;
margin-right: 8px;
color: rgb(var(--colortexttitle, 40,40,60));
}
.buchaltung-filter-bar select {
margin-right: 20px;
background-color: var(--inputbackgroundcolor, #FFF);
border: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
color: rgb(var(--colortext, 0,0,0));
}
.buchaltung-detail-chart {
background-color: rgb(var(--colorbacktabcard1, 255,255,255));
padding: 20px;
margin-bottom: 20px;
border: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
border-radius: 4px;
overflow: hidden;
box-sizing: border-box;
}
.buchaltung-detail-chart canvas {
max-width: 100%;
display: block;
}
.buchaltung-detail-chart h4 {
margin: 0 0 15px 0;
padding-bottom: 10px;
border-bottom: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
color: rgb(var(--colortexttitle, 40,40,60));
}
.buchaltung-legend {
text-align: center;
padding: 15px;
background-color: rgb(var(--colorbacklinepair1, 252,252,252));
margin-top: 15px;
border-radius: 4px;
color: rgb(var(--colortext, 0,0,0));
}
.buchaltung-tax-box {
background-color: rgb(var(--tablevalidbgcolor, 252,248,227));
border: 1px solid rgba(188, 149, 38, 0.4);
padding: 15px;
margin: 20px 0;
border-radius: 4px;
color: rgb(var(--colortext, 0,0,0));
}
.buchaltung-info-box {
background-color: rgb(var(--colorbacklinepairhover, 240,242,249));
border: 1px solid var(--inputbordercolor, rgba(0,0,0,.15));
padding: 15px;
margin: 20px 0;
border-radius: 4px;
font-size: 0.95em;
color: rgb(var(--colortext, 0,0,0));
}
/* Rating detail on detail pages */
.buchaltung-rating-detail {
padding: 20px;
margin: 20px 0;
border-radius: 6px;
text-align: center;
position: relative;
}
.buchaltung-rating-detail h3 {
margin: 0 0 10px 0;
}
.buchaltung-rating-detail p {
margin: 0 0 15px 0;
opacity: 0.9;
}
.buchaltung-rating-detail .rating-scale {
display: flex;
justify-content: space-between;
background-color: rgba(255,255,255,0.5);
padding: 10px;
border-radius: 4px;
font-size: 0.85em;
}
.buchaltung-rating-detail .rating-scale span {
padding: 5px 10px;
border-radius: 3px;
}
.buchaltung-rating-detail .rating-scale .rating-critical { background-color: rgba(153, 48, 19, 0.2); }
.buchaltung-rating-detail .rating-scale .rating-low { background-color: rgba(175, 71, 5, 0.2); }
.buchaltung-rating-detail .rating-scale .rating-average { background-color: rgba(188, 149, 38, 0.2); }
.buchaltung-rating-detail .rating-scale .rating-good { background-color: rgba(0, 123, 255, 0.2); }
.buchaltung-rating-detail .rating-scale .rating-excellent { background-color: rgba(85, 165, 128, 0.2); }
.buchaltung-rating-detail .rating-marker {
position: absolute;
bottom: 55px;
width: 0;
height: 0;
border-left: 8px solid transparent;
border-right: 8px solid transparent;
border-bottom: 12px solid rgb(var(--colortext, 0,0,0));
transform: translateX(-8px);
}
/* ===== FIX FOR WIDGET BOX CONTENT ===== */
/* Ensure proper backgrounds in the widget info_box_contents */
.box_ust_uebersicht .box-flex-item-with-icon,
.box_gewinn_verlust .box-flex-item-with-icon,
.box_rentabilitaet .box-flex-item-with-icon {
background-color: rgb(var(--colorbacktabcard1, 255,255,255));
}
/* Fix table cells that don't have explicit background */
.box_ust_uebersicht td:not([class*="buchaltung-"]),
.box_gewinn_verlust td:not([class*="buchaltung-"]),
.box_rentabilitaet td:not([class*="buchaltung-"]) {
background-color: rgb(var(--colorbacklineimpair1, 255,255,255));
}
/* Ensure right-aligned cells also get proper styling */
.box_ust_uebersicht td.right,
.box_gewinn_verlust td.right,
.box_rentabilitaet td.right {
background-color: inherit;
}
/* ===== RESPONSIVE ADJUSTMENTS ===== */
@media (max-width: 768px) {
.buchaltung-label {
font-size: 0.85em;
}
.buchaltung-header {
font-size: 0.8em;
padding: 4px 5px;
}
.box_ust_uebersicht table.noborder td,
.box_gewinn_verlust table.noborder td,
.box_rentabilitaet table.noborder td {
padding: 3px 4px;
font-size: 0.9em;
}
.buchaltung-chart-container {
padding: 5px;
}
.buchaltung-rating-box .rating-description {
font-size: 0.8em;
}
.buchaltung-detail-chart {
padding: 10px;
}
.buchaltung-filter-bar {
padding: 10px;
}
.buchaltung-filter-bar label {
display: block;
margin-bottom: 5px;
}
.buchaltung-filter-bar select {
width: 100%;
margin-bottom: 10px;
}
}
/* ===== PRINT STYLES ===== */
@media print {
.buchaltung-chart-container {
page-break-inside: avoid;
}
.buchaltung-positive {
color: #008855 !important;
-webkit-print-color-adjust: exact;
print-color-adjust: exact;
}
.buchaltung-negative {
color: #880000 !important;
-webkit-print-color-adjust: exact;
print-color-adjust: exact;
}
.buchaltung-current-quarter {
background-color: #fcf8e3 !important;
-webkit-print-color-adjust: exact;
print-color-adjust: exact;
}
}
/* ===== DARK MODE SUPPORT ===== */
/* When dark mode is enabled, these will be overridden by Dolibarr's CSS variables */
@media (prefers-color-scheme: dark) {
.buchaltung-positive {
color: #4caf50 !important;
}
.buchaltung-negative {
color: #f44336 !important;
}
}

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<?php
/* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*/
/**
* \file htdocs/custom/buchaltungswidget/gewinn_detail.php
* \ingroup buchaltungswidget
* \brief Detail page for Profit/Loss with full charts and year selection
*/
// Load Dolibarr environment
$res = 0;
if (!$res && !empty($_SERVER["CONTEXT_DOCUMENT_ROOT"])) {
$res = @include $_SERVER["CONTEXT_DOCUMENT_ROOT"]."/main.inc.php";
}
$tmp = empty($_SERVER['SCRIPT_FILENAME']) ? '' : $_SERVER['SCRIPT_FILENAME'];
$tmp2 = realpath(__FILE__);
$i = strlen($tmp) - 1;
$j = strlen($tmp2) - 1;
while ($i > 0 && $j > 0 && isset($tmp[$i]) && isset($tmp2[$j]) && $tmp[$i] == $tmp2[$j]) {
$i--;
$j--;
}
if (!$res && $i > 0 && file_exists(substr($tmp, 0, ($i + 1))."/main.inc.php")) {
$res = @include substr($tmp, 0, ($i + 1))."/main.inc.php";
}
if (!$res && $i > 0 && file_exists(dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php")) {
$res = @include dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php";
}
if (!$res && file_exists("../main.inc.php")) {
$res = @include "../main.inc.php";
}
if (!$res && file_exists("../../main.inc.php")) {
$res = @include "../../main.inc.php";
}
if (!$res && file_exists("../../../main.inc.php")) {
$res = @include "../../../main.inc.php";
}
if (!$res) {
die("Include of main fails");
}
require_once DOL_DOCUMENT_ROOT.'/core/lib/admin.lib.php';
// Load translation files
$langs->loadLangs(array("buchaltungswidget@buchaltungswidget", "bills", "compta"));
// Access control
if (!$user->hasRight('facture', 'lire') && !$user->hasRight('fournisseur', 'facture', 'lire')) {
accessforbidden();
}
// Get parameters
$selectedYear = GETPOST('year', 'int');
if (empty($selectedYear)) {
$selectedYear = date('Y');
}
$currentYear = date('Y');
$years = range($currentYear - 5, $currentYear + 1);
/*
* View
*/
$title = $langs->trans("GewinnVerlust");
llxHeader('', $title, '', '', 0, 0, array('/includes/nnnick/chartjs/dist/Chart.min.js'), array('/buchaltungswidget/css/buchaltungswidget.css'));
print load_fiche_titre($title, '', 'accountancy');
// Year selector
print '<div class="fichecenter">';
print '<form method="GET" action="'.$_SERVER['PHP_SELF'].'">';
print '<div class="buchaltung-filter-bar">';
print '<label for="year">'.$langs->trans("Year").':</label>';
print '<select name="year" id="year" class="flat" onchange="this.form.submit()">';
foreach ($years as $y) {
$selected = ($y == $selectedYear) ? ' selected' : '';
print '<option value="'.$y.'"'.$selected.'>'.$y.'</option>';
}
print '</select>';
print '</div>';
print '</form>';
print '</div>';
// Get data
$currentData = getIncomeExpenseByMonth($db, $selectedYear);
$lastYearData = getIncomeExpenseByMonth($db, $selectedYear - 1);
// Main chart - Cumulative profit/loss
print '<div class="fichecenter">';
print '<div class="fichethirdleft">';
print '<div class="buchaltung-detail-chart" style="height: 300px;">';
print '<h4>'.$langs->trans("CumulativeProfitLoss").'</h4>';
print '<div style="height: 240px; position: relative;">';
print '<canvas id="cumulativeChart"></canvas>';
print '</div>';
print '</div>';
print '</div>';
print '<div class="fichethirdright">';
print '<div class="buchaltung-detail-chart" style="height: 300px;">';
print '<h4>'.$langs->trans("MonthlyIncomeExpenses").'</h4>';
print '<div style="height: 240px; position: relative;">';
print '<canvas id="monthlyChart"></canvas>';
print '</div>';
print '</div>';
print '</div>';
print '</div>';
print '<div class="clearboth" style="margin-bottom: 20px;"></div>';
// Data table
print '<div class="div-table-responsive">';
print '<table class="noborder centpercent">';
// Header
print '<tr class="liste_titre">';
print '<th>'.$langs->trans("Month").'</th>';
print '<th class="right">'.$langs->trans("Income").'</th>';
print '<th class="right">'.$langs->trans("CustomerRelatedCosts").'</th>';
print '<th class="right">'.$langs->trans("ProfitLoss").'</th>';
print '<th class="right">'.$langs->trans("CumulativeProfit").'</th>';
print '<th class="right">'.($selectedYear - 1).' '.$langs->trans("CumulativeProfit").'</th>';
print '</tr>';
$months = array(1 => 'Januar', 2 => 'Februar', 3 => 'Maerz', 4 => 'April', 5 => 'Mai', 6 => 'Juni',
7 => 'Juli', 8 => 'August', 9 => 'September', 10 => 'Oktober', 11 => 'November', 12 => 'Dezember');
$monthsShort = array(1 => 'Jan', 2 => 'Feb', 3 => 'Mar', 4 => 'Apr', 5 => 'Mai', 6 => 'Jun',
7 => 'Jul', 8 => 'Aug', 9 => 'Sep', 10 => 'Okt', 11 => 'Nov', 12 => 'Dez');
$totalIncome = 0;
$totalExpenses = 0;
$cumulative = 0;
$cumulativeLast = 0;
$labels = array();
$incomeData = array();
$expensesData = array();
$cumulativeData = array();
$cumulativeLastData = array();
$monthlyProfit = array();
foreach ($months as $m => $name) {
$income = isset($currentData['income'][$m]) ? $currentData['income'][$m] : 0;
$expenses = isset($currentData['customer_expenses'][$m]) ? $currentData['customer_expenses'][$m] : 0;
$profit = $income - $expenses;
$cumulative += $profit;
$incomeLast = isset($lastYearData['income'][$m]) ? $lastYearData['income'][$m] : 0;
$expensesLast = isset($lastYearData['customer_expenses'][$m]) ? $lastYearData['customer_expenses'][$m] : 0;
$cumulativeLast += ($incomeLast - $expensesLast);
$totalIncome += $income;
$totalExpenses += $expenses;
$colorClass = $profit >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorCumulative = $cumulative >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorCumulativeLast = $cumulativeLast >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
print '<tr class="oddeven">';
print '<td>'.$name.'</td>';
print '<td class="right buchaltung-positive">'.price($income, 0, $langs, 1, 2, 2, $conf->currency).'</td>';
print '<td class="right buchaltung-negative">'.price($expenses, 0, $langs, 1, 2, 2, $conf->currency).'</td>';
print '<td class="right '.$colorClass.'"><strong>'.price($profit, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right '.$colorCumulative.'"><strong>'.price($cumulative, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right buchaltung-lastyear '.$colorCumulativeLast.'">'.price($cumulativeLast, 0, $langs, 1, 2, 2, $conf->currency).'</td>';
print '</tr>';
// Chart data
$labels[] = $monthsShort[$m];
$incomeData[] = round($income, 2);
$expensesData[] = round($expenses, 2);
$cumulativeData[] = round($cumulative, 2);
$cumulativeLastData[] = round($cumulativeLast, 2);
$monthlyProfit[] = round($profit, 2);
}
// Total row
$totalProfit = $totalIncome - $totalExpenses;
$colorClass = $totalProfit >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
print '<tr class="liste_total">';
print '<td><strong>'.$langs->trans("Total").'</strong></td>';
print '<td class="right buchaltung-positive"><strong>'.price($totalIncome, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right buchaltung-negative"><strong>'.price($totalExpenses, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right '.$colorClass.'"><strong>'.price($totalProfit, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td colspan="2"></td>';
print '</tr>';
print '</table>';
print '</div>';
// Estimated income tax
if ($totalProfit > 0) {
$estimatedTax = calculateIncomeTax($totalProfit);
print '<div class="buchaltung-tax-box">';
print '<strong>'.$langs->trans("EstimatedIncomeTax").':</strong> ';
print '<span class="buchaltung-negative">~'.price($estimatedTax, 0, $langs, 1, 2, 2, $conf->currency).'</span>';
print ' ('.$langs->trans("NetAfterTax").': <span class="buchaltung-positive">'.price($totalProfit - $estimatedTax, 0, $langs, 1, 2, 2, $conf->currency).'</span>)';
print '</div>';
}
// Info box
print '<div class="buchaltung-info-box">';
print '<strong>'.$langs->trans("Note").':</strong> '.$langs->trans("CustomerRelatedCostsNote");
print '</div>';
// Charts JavaScript
print '<script>
document.addEventListener("DOMContentLoaded", function() {
// Cumulative chart
var ctx1 = document.getElementById("cumulativeChart").getContext("2d");
new Chart(ctx1, {
type: "line",
data: {
labels: '.json_encode($labels).',
datasets: [{
label: "'.$selectedYear.' '.$langs->trans("CumulativeProfit").'",
data: '.json_encode($cumulativeData).',
borderColor: "rgba(0, 123, 255, 1)",
backgroundColor: "rgba(0, 123, 255, 0.1)",
fill: true,
tension: 0.3,
borderWidth: 3
}, {
label: "'.($selectedYear-1).' '.$langs->trans("CumulativeProfit").'",
data: '.json_encode($cumulativeLastData).',
borderColor: "rgba(108, 117, 125, 0.7)",
backgroundColor: "transparent",
borderDash: [5, 5],
fill: false,
tension: 0.3,
borderWidth: 2
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: {
legend: { display: true, position: "bottom" },
tooltip: {
callbacks: {
label: function(context) {
return context.dataset.label + ": " + new Intl.NumberFormat("de-DE", {style: "currency", currency: "EUR"}).format(context.raw);
}
}
}
},
scales: {
y: {
beginAtZero: true,
grid: {
color: function(context) {
return context.tick.value === 0 ? "rgba(0,0,0,0.5)" : "rgba(0,0,0,0.1)";
}
}
}
}
}
});
// Monthly chart
var ctx2 = document.getElementById("monthlyChart").getContext("2d");
new Chart(ctx2, {
type: "bar",
data: {
labels: '.json_encode($labels).',
datasets: [{
label: "'.$langs->trans("Income").'",
data: '.json_encode($incomeData).',
backgroundColor: "rgba(40, 167, 69, 0.6)"
}, {
label: "'.$langs->trans("CustomerRelatedCosts").'",
data: '.json_encode($expensesData).',
backgroundColor: "rgba(220, 53, 69, 0.6)"
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: {
legend: { display: true, position: "bottom" },
tooltip: {
callbacks: {
label: function(context) {
return context.dataset.label + ": " + new Intl.NumberFormat("de-DE", {style: "currency", currency: "EUR"}).format(context.raw);
}
}
}
},
scales: {
y: { beginAtZero: true }
}
}
});
});
</script>';
llxFooter();
$db->close();
/**
* Get income and customer-related expenses by month
*/
function getIncomeExpenseByMonth($db, $year)
{
global $conf;
$result = array(
'income' => array_fill(1, 12, 0),
'customer_expenses' => array_fill(1, 12, 0),
);
// Income from customer invoices
$sql = "SELECT MONTH(f.datef) as month, SUM(f.total_ht) as total";
$sql .= " FROM ".MAIN_DB_PREFIX."facture as f";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " GROUP BY MONTH(f.datef)";
$resql = $db->query($sql);
if ($resql) {
while ($obj = $db->fetch_object($resql)) {
$result['income'][$obj->month] = (float) $obj->total;
}
$db->free($resql);
}
// Customer-related expenses only (materials for customers)
$sql = "SELECT MONTH(f.datef) as month, SUM(fd.total_ht) as total";
$sql .= " FROM ".MAIN_DB_PREFIX."facture_fourn as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facture_fourn_det as fd ON fd.fk_facture_fourn = f.rowid";
$sql .= " LEFT JOIN ".MAIN_DB_PREFIX."product as p ON p.rowid = fd.fk_product";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " AND (fd.fk_product IS NOT NULL AND fd.fk_product > 0)";
$sql .= " AND (p.fk_product_type = 0 OR fd.product_type = 0)";
$sql .= " GROUP BY MONTH(f.datef)";
$resql = $db->query($sql);
if ($resql) {
while ($obj = $db->fetch_object($resql)) {
$result['customer_expenses'][$obj->month] = (float) $obj->total;
}
$db->free($resql);
}
return $result;
}
/**
* Calculate estimated income tax
*/
function calculateIncomeTax($profit)
{
$taxableIncome = max(0, $profit - 11604);
if ($taxableIncome <= 0) {
return 0;
} elseif ($taxableIncome <= 17005) {
return $taxableIncome * 0.18;
} elseif ($taxableIncome <= 66760) {
return $taxableIncome * 0.30;
} else {
return $taxableIncome * 0.42;
}
}

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Directory for module image files
--------------------------------
You can put here the .png files of your module:
If the picto of your module is an image (property $picto has been set to 'buchaltungswidget.png@buchaltungswidget', you can put into this
directory a .png file called *object_buchaltungswidget.png* (16x16 or 32x32 pixels)
If the picto of an object is an image (property $picto of the object.class.php has been set to 'myobject.png@buchaltungswidget', then you can put into this
directory a .png file called *object_myobject.png* (16x16 or 32x32 pixels)

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# Translation file - German
#
# Generic
#
# Module label 'ModuleBuchaltungsWidgetName'
ModuleBuchaltungsWidgetName = Buchhaltungs-Widget
# Module description 'ModuleBuchaltungsWidgetDesc'
ModuleBuchaltungsWidgetDesc = Zeigt Buchhaltungs-Widgets mit USt, Gewinn/Verlust und Rentabilitaetsanalyse
#
# Admin page
#
BuchaltungsWidgetSetup = Buchhaltungs-Widget Einstellungen
Settings = Einstellungen
BuchaltungsWidgetSetupPage = Buchhaltungs-Widget Einstellungen
Parameter = Parameter
Value = Wert
ShowPaymentStatsOnCustomerCard = Zahlungsstatistik auf Kundenkarte anzeigen
ShowMenuEntry = Menueeintrag im Hauptmenue anzeigen
SettingsNote = Aenderungen am Menueeintrag erfordern moeglicherweise ein erneutes Aktivieren des Moduls oder Leeren des Caches.
#
# About page
#
About = Info
BuchaltungsWidgetAbout = Ueber Buchhaltungs-Widget
BuchaltungsWidgetAboutPage = Buchhaltungs-Widget Info
#
# Sample page
#
BuchaltungsWidgetArea = Buchhaltungs-Widget Startseite
MyPageName = Meine Seite
#
# Sample widget
#
MyWidget = Mein Widget
MyWidgetDescription = Meine Widget Beschreibung
#
# USt (VAT) Widget
#
UStUebersicht = Umsatzsteuer-Uebersicht
VATOverview = Umsatzsteuer-Uebersicht
VATCollected = Eingenommene USt
VATPaid = Gezahlte VSt (Vorsteuer)
VATBalance = USt-Zahllast
ShowDetails = Details anzeigen
Total = Gesamt
Year = Jahr
View = Ansicht
Quarterly = Quartalsweise
Monthly = Monatsweise
VATToPayLegend = Rot = zu zahlen (Zahllast)
VATRefundLegend = Gruen = Erstattung
#
# Gewinn/Verlust Widget
#
GewinnVerlust = Gewinn / Verlust
IncomeExpenseOverview = Einnahmen / Ausgaben
Income = Einnahmen
Expenses = Ausgaben
CustomerRelatedCosts = Kundenkosten (Material)
ProfitLoss = Gewinn / Verlust
EstimatedIncomeTax = Geschaetzte Einkommensteuer
StatisticalProjection = Statistische Prognose
CumulativeProfitLoss = Kumulierter Gewinn/Verlust
CumulativeProfit = Kumulierter Gewinn
MonthlyIncomeExpenses = Monatliche Einnahmen/Ausgaben
NetAfterTax = Netto nach Steuer
CustomerRelatedCostsNote = Es werden nur kundenbezogene Kosten (Materialien fuer Kunden) beruecksichtigt, keine Firmenausgaben wie Miete, Nebenkosten etc.
Note = Hinweis
#
# Rentabilitaet Widget
#
Rentabilitaet = Rentabilitaet
ProfitabilityAnalysis = Rentabilitaetsanalyse
MaterialsPurchased = Eingekaufte Materialien
MaterialsPurchasedForCustomers = Eingekaufte Materialien (fuer Kunden)
MaterialsServicesInvoiced = In Rechnung gestellt (Leistungen & Material)
ProfitMargin = Gewinnmarge
GrossProfit = Rohertrag
ProfitMarginTrend = Gewinnmarge-Trend
PurchasedVsInvoiced = Einkauf vs. Rechnung
OnlyCustomerMaterials = Nur Kundenmaterial
OnlyCustomerMaterialsNote = Es werden nur Materialien beruecksichtigt, die fuer Kunden eingekauft wurden (Produkte zum Kauf/Verkauf), keine allgemeinen Betriebsausgaben.
#
# Productivity Rating
#
ProductivityRating = Produktivitaetsbewertung
Excellent = Ausgezeichnet
Good = Gut
Average = Durchschnittlich
Low = Niedrig
Critical = Kritisch
RatingExcellentDesc = Hervorragende Gewinnmarge! Ihre Preisgestaltung ist sehr profitabel.
RatingGoodDesc = Gute Gewinnmarge. Ihre Preise sind wettbewerbsfaehig und profitabel.
RatingAverageDesc = Durchschnittliche Marge. Pruefen Sie Moeglichkeiten zur Optimierung.
RatingLowDesc = Niedrige Marge. Preisanpassungen oder Kostenreduktion empfohlen.
RatingCriticalDesc = Achtung! Negative Marge bedeutet Verlust bei Materialverkauf.
#
# Payment Statistics (Customer Card)
#
PaymentBehavior = Zahlungsverhalten
AvgPaymentDays = Durchschn. Zahlung nach
AvgDueDays = Durchschn. Faelligkeit
Difference = Differenz
Days = Tage
PaidInvoices = Bezahlte Rechnungen
Rating = Bewertung
PaymentExcellent = Vorbildlich
PaymentGood = Puenktlich
PaymentWarning = Spaetzahler
PaymentLate = Verspaetet
PaymentCritical = Problematisch
#
# Months (German)
#
January = Januar
February = Februar
March = Maerz
April = April
May = Mai
June = Juni
July = Juli
August = August
September = September
October = Oktober
November = November
December = Dezember

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# Translation file - English
#
# Generic
#
# Module label 'ModuleBuchaltungsWidgetName'
ModuleBuchaltungsWidgetName = Accounting Widgets
# Module description 'ModuleBuchaltungsWidgetDesc'
ModuleBuchaltungsWidgetDesc = Displays accounting widgets with VAT, Profit/Loss and Profitability analysis
#
# Admin page
#
BuchaltungsWidgetSetup = Accounting Widget Setup
Settings = Settings
BuchaltungsWidgetSetupPage = Accounting Widget Setup Page
Parameter = Parameter
Value = Value
ShowPaymentStatsOnCustomerCard = Show payment statistics on customer card
ShowMenuEntry = Show menu entry in main menu
SettingsNote = Changes to the menu entry may require re-enabling the module or clearing the cache.
#
# About page
#
About = About
BuchaltungsWidgetAbout = About Accounting Widgets
BuchaltungsWidgetAboutPage = Accounting Widget Info
#
# Sample page
#
BuchaltungsWidgetArea = Accounting Widget Home
MyPageName = My Page
#
# Sample widget
#
MyWidget = My Widget
MyWidgetDescription = My Widget Description
#
# USt (VAT) Widget
#
UStUebersicht = VAT Overview
VATOverview = VAT Overview
VATCollected = VAT Collected
VATPaid = VAT Paid (Input Tax)
VATBalance = VAT Balance
ShowDetails = Show Details
Total = Total
Year = Year
View = View
Quarterly = Quarterly
Monthly = Monthly
VATToPayLegend = Red = to pay (VAT liability)
VATRefundLegend = Green = refund
#
# Gewinn/Verlust Widget
#
GewinnVerlust = Profit / Loss
IncomeExpenseOverview = Income / Expenses
Income = Income
Expenses = Expenses
CustomerRelatedCosts = Customer Costs (Materials)
ProfitLoss = Profit / Loss
EstimatedIncomeTax = Estimated Income Tax
StatisticalProjection = Statistical Projection
CumulativeProfitLoss = Cumulative Profit/Loss
CumulativeProfit = Cumulative Profit
MonthlyIncomeExpenses = Monthly Income/Expenses
NetAfterTax = Net After Tax
CustomerRelatedCostsNote = Only customer-related costs (materials for customers) are included, not company expenses like rent, utilities, etc.
Note = Note
#
# Rentabilitaet Widget
#
Rentabilitaet = Profitability
ProfitabilityAnalysis = Profitability Analysis
MaterialsPurchased = Materials Purchased
MaterialsPurchasedForCustomers = Materials Purchased (for Customers)
MaterialsServicesInvoiced = Invoiced (Services & Materials)
ProfitMargin = Profit Margin
GrossProfit = Gross Profit
ProfitMarginTrend = Profit Margin Trend
PurchasedVsInvoiced = Purchased vs. Invoiced
OnlyCustomerMaterials = Customer Materials Only
OnlyCustomerMaterialsNote = Only materials purchased for customers are included (products for buy/sell), not general operating expenses.
#
# Productivity Rating
#
ProductivityRating = Productivity Rating
Excellent = Excellent
Good = Good
Average = Average
Low = Low
Critical = Critical
RatingExcellentDesc = Excellent profit margin! Your pricing is very profitable.
RatingGoodDesc = Good profit margin. Your prices are competitive and profitable.
RatingAverageDesc = Average margin. Check for optimization opportunities.
RatingLowDesc = Low margin. Price adjustments or cost reduction recommended.
RatingCriticalDesc = Warning! Negative margin means loss on material sales.
#
# Payment Statistics (Customer Card)
#
PaymentBehavior = Payment Behavior
AvgPaymentDays = Avg. Payment after
AvgDueDays = Avg. Due Days
Difference = Difference
Days = Days
PaidInvoices = Paid Invoices
Rating = Rating
PaymentExcellent = Excellent
PaymentGood = On Time
PaymentWarning = Slow Payer
PaymentLate = Late
PaymentCritical = Critical
#
# Months
#
January = January
February = February
March = March
April = April
May = May
June = June
July = July
August = August
September = September
October = October
November = November
December = December

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lib/buchaltungswidget.lib.php Executable file
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<?php
/* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software: you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation, either version 3 of the License, or
* (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with this program. If not, see <https://www.gnu.org/licenses/>.
*/
/**
* \file buchaltungswidget/lib/buchaltungswidget.lib.php
* \ingroup buchaltungswidget
* \brief Library files with common functions for BuchaltungsWidget
*/
/**
* Prepare admin pages header
*
* @return array<array{string,string,string}>
*/
function buchaltungswidgetAdminPrepareHead()
{
global $langs, $conf;
// global $db;
// $extrafields = new ExtraFields($db);
// $extrafields->fetch_name_optionals_label('myobject');
$langs->load("buchaltungswidget@buchaltungswidget");
$h = 0;
$head = array();
$head[$h][0] = dol_buildpath("/buchaltungswidget/admin/setup.php", 1);
$head[$h][1] = $langs->trans("Settings");
$head[$h][2] = 'settings';
$h++;
/*
$head[$h][0] = dol_buildpath("/buchaltungswidget/admin/myobject_extrafields.php", 1);
$head[$h][1] = $langs->trans("ExtraFields");
$nbExtrafields = (isset($extrafields->attributes['myobject']['label']) && is_countable($extrafields->attributes['myobject']['label'])) ? count($extrafields->attributes['myobject']['label']) : 0;
if ($nbExtrafields > 0) {
$head[$h][1] .= '<span class="badge marginleftonlyshort">' . $nbExtrafields . '</span>';
}
$head[$h][2] = 'myobject_extrafields';
$h++;
$head[$h][0] = dol_buildpath("/buchaltungswidget/admin/myobjectline_extrafields.php", 1);
$head[$h][1] = $langs->trans("ExtraFieldsLines");
$nbExtrafields = (isset($extrafields->attributes['myobjectline']['label']) && is_countable($extrafields->attributes['myobjectline']['label'])) ? count($extrafields->attributes['myobject']['label']) : 0;
if ($nbExtrafields > 0) {
$head[$h][1] .= '<span class="badge marginleftonlyshort">' . $nbExtrafields . '</span>';
}
$head[$h][2] = 'myobject_extrafieldsline';
$h++;
*/
$head[$h][0] = dol_buildpath("/buchaltungswidget/admin/about.php", 1);
$head[$h][1] = $langs->trans("About");
$head[$h][2] = 'about';
$h++;
// Show more tabs from modules
// Entries must be declared in modules descriptor with line
//$this->tabs = array(
// 'entity:+tabname:Title:@buchaltungswidget:/buchaltungswidget/mypage.php?id=__ID__'
//); // to add new tab
//$this->tabs = array(
// 'entity:-tabname:Title:@buchaltungswidget:/buchaltungswidget/mypage.php?id=__ID__'
//); // to remove a tab
complete_head_from_modules($conf, $langs, null, $head, $h, 'buchaltungswidget@buchaltungswidget');
complete_head_from_modules($conf, $langs, null, $head, $h, 'buchaltungswidget@buchaltungswidget', 'remove');
return $head;
}

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modulebuilder.txt Executable file
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# DO NOT DELETE THIS FILE MANUALLY
# File to flag module built using official module template.
# When this file is present into a module directory, you can edit it with the module builder tool.

412
rentabilitaet_detail.php Normal file
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<?php
/* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*/
/**
* \file htdocs/custom/buchaltungswidget/rentabilitaet_detail.php
* \ingroup buchaltungswidget
* \brief Detail page for Profitability analysis with full charts and year selection
*/
// Load Dolibarr environment
$res = 0;
if (!$res && !empty($_SERVER["CONTEXT_DOCUMENT_ROOT"])) {
$res = @include $_SERVER["CONTEXT_DOCUMENT_ROOT"]."/main.inc.php";
}
$tmp = empty($_SERVER['SCRIPT_FILENAME']) ? '' : $_SERVER['SCRIPT_FILENAME'];
$tmp2 = realpath(__FILE__);
$i = strlen($tmp) - 1;
$j = strlen($tmp2) - 1;
while ($i > 0 && $j > 0 && isset($tmp[$i]) && isset($tmp2[$j]) && $tmp[$i] == $tmp2[$j]) {
$i--;
$j--;
}
if (!$res && $i > 0 && file_exists(substr($tmp, 0, ($i + 1))."/main.inc.php")) {
$res = @include substr($tmp, 0, ($i + 1))."/main.inc.php";
}
if (!$res && $i > 0 && file_exists(dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php")) {
$res = @include dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php";
}
if (!$res && file_exists("../main.inc.php")) {
$res = @include "../main.inc.php";
}
if (!$res && file_exists("../../main.inc.php")) {
$res = @include "../../main.inc.php";
}
if (!$res && file_exists("../../../main.inc.php")) {
$res = @include "../../../main.inc.php";
}
if (!$res) {
die("Include of main fails");
}
require_once DOL_DOCUMENT_ROOT.'/core/lib/admin.lib.php';
// Load translation files
$langs->loadLangs(array("buchaltungswidget@buchaltungswidget", "bills", "compta"));
// Access control
if (!$user->hasRight('facture', 'lire') && !$user->hasRight('fournisseur', 'facture', 'lire')) {
accessforbidden();
}
// Get parameters
$selectedYear = GETPOST('year', 'int');
if (empty($selectedYear)) {
$selectedYear = date('Y');
}
$currentYear = date('Y');
$years = range($currentYear - 5, $currentYear + 1);
/*
* View
*/
$title = $langs->trans("Rentabilitaet");
llxHeader('', $title, '', '', 0, 0, array('/includes/nnnick/chartjs/dist/Chart.min.js'), array('/buchaltungswidget/css/buchaltungswidget.css'));
print load_fiche_titre($title, '', 'accountancy');
// Year selector
print '<div class="fichecenter">';
print '<form method="GET" action="'.$_SERVER['PHP_SELF'].'">';
print '<div class="buchaltung-filter-bar">';
print '<label for="year">'.$langs->trans("Year").':</label>';
print '<select name="year" id="year" class="flat" onchange="this.form.submit()">';
foreach ($years as $y) {
$selected = ($y == $selectedYear) ? ' selected' : '';
print '<option value="'.$y.'"'.$selected.'>'.$y.'</option>';
}
print '</select>';
print '</div>';
print '</form>';
print '</div>';
// Get data
$currentData = getProfitabilityByMonth($db, $selectedYear);
$lastYearData = getProfitabilityByMonth($db, $selectedYear - 1);
// Charts
print '<div class="fichecenter">';
print '<div class="fichethirdleft">';
print '<div class="buchaltung-detail-chart" style="height: 300px;">';
print '<h4>'.$langs->trans("ProfitMarginTrend").'</h4>';
print '<div style="height: 240px; position: relative;">';
print '<canvas id="marginChart"></canvas>';
print '</div>';
print '</div>';
print '</div>';
print '<div class="fichethirdright">';
print '<div class="buchaltung-detail-chart" style="height: 300px;">';
print '<h4>'.$langs->trans("PurchasedVsInvoiced").'</h4>';
print '<div style="height: 240px; position: relative;">';
print '<canvas id="comparisonChart"></canvas>';
print '</div>';
print '</div>';
print '</div>';
print '</div>';
print '<div class="clearboth" style="margin-bottom: 20px;"></div>';
// Data table
print '<div class="div-table-responsive">';
print '<table class="noborder centpercent">';
// Header
print '<tr class="liste_titre">';
print '<th>'.$langs->trans("Month").'</th>';
print '<th class="right">'.$langs->trans("MaterialsPurchasedForCustomers").'</th>';
print '<th class="right">'.$langs->trans("MaterialsServicesInvoiced").'</th>';
print '<th class="right">'.$langs->trans("GrossProfit").'</th>';
print '<th class="right">'.$langs->trans("ProfitMargin").'</th>';
print '<th class="right">'.($selectedYear - 1).' '.$langs->trans("ProfitMargin").'</th>';
print '</tr>';
$months = array(1 => 'Januar', 2 => 'Februar', 3 => 'Maerz', 4 => 'April', 5 => 'Mai', 6 => 'Juni',
7 => 'Juli', 8 => 'August', 9 => 'September', 10 => 'Oktober', 11 => 'November', 12 => 'Dezember');
$monthsShort = array(1 => 'Jan', 2 => 'Feb', 3 => 'Mar', 4 => 'Apr', 5 => 'Mai', 6 => 'Jun',
7 => 'Jul', 8 => 'Aug', 9 => 'Sep', 10 => 'Okt', 11 => 'Nov', 12 => 'Dez');
$totalPurchased = 0;
$totalInvoiced = 0;
$totalPurchasedLast = 0;
$totalInvoicedLast = 0;
$labels = array();
$purchasedData = array();
$invoicedData = array();
$marginData = array();
$marginLastData = array();
$marginColors = array();
foreach ($months as $m => $name) {
$purchased = isset($currentData['purchased'][$m]) ? $currentData['purchased'][$m] : 0;
$invoiced = isset($currentData['invoiced'][$m]) ? $currentData['invoiced'][$m] : 0;
$grossProfit = $invoiced - $purchased;
$margin = ($purchased > 0) ? (($invoiced - $purchased) / $purchased) * 100 : 0;
$purchasedLast = isset($lastYearData['purchased'][$m]) ? $lastYearData['purchased'][$m] : 0;
$invoicedLast = isset($lastYearData['invoiced'][$m]) ? $lastYearData['invoiced'][$m] : 0;
$marginLast = ($purchasedLast > 0) ? (($invoicedLast - $purchasedLast) / $purchasedLast) * 100 : 0;
$totalPurchased += $purchased;
$totalInvoiced += $invoiced;
$totalPurchasedLast += $purchasedLast;
$totalInvoicedLast += $invoicedLast;
$colorProfit = $grossProfit >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorMargin = $margin >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorMarginLast = $marginLast >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
print '<tr class="oddeven">';
print '<td>'.$name.'</td>';
print '<td class="right">'.price($purchased, 0, $langs, 1, 2, 2, $conf->currency).'</td>';
print '<td class="right">'.price($invoiced, 0, $langs, 1, 2, 2, $conf->currency).'</td>';
print '<td class="right '.$colorProfit.'"><strong>'.price($grossProfit, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right '.$colorMargin.'"><strong>'.number_format($margin, 1, ',', '.').' %</strong></td>';
print '<td class="right buchaltung-lastyear '.$colorMarginLast.'">'.number_format($marginLast, 1, ',', '.').' %</td>';
print '</tr>';
// Chart data
$labels[] = $monthsShort[$m];
$purchasedData[] = round($purchased, 2);
$invoicedData[] = round($invoiced, 2);
$marginData[] = round($margin, 1);
$marginLastData[] = round($marginLast, 1);
$marginColors[] = $margin >= 0 ? 'rgba(40, 167, 69, 1)' : 'rgba(220, 53, 69, 1)';
}
// Total row
$totalGrossProfit = $totalInvoiced - $totalPurchased;
$totalMargin = ($totalPurchased > 0) ? (($totalInvoiced - $totalPurchased) / $totalPurchased) * 100 : 0;
$totalMarginLast = ($totalPurchasedLast > 0) ? (($totalInvoicedLast - $totalPurchasedLast) / $totalPurchasedLast) * 100 : 0;
$colorProfit = $totalGrossProfit >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorMargin = $totalMargin >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
$colorMarginLast = $totalMarginLast >= 0 ? 'buchaltung-positive' : 'buchaltung-negative';
print '<tr class="liste_total">';
print '<td><strong>'.$langs->trans("Total").'</strong></td>';
print '<td class="right"><strong>'.price($totalPurchased, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right"><strong>'.price($totalInvoiced, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right '.$colorProfit.'"><strong>'.price($totalGrossProfit, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right '.$colorMargin.'"><strong>'.number_format($totalMargin, 1, ',', '.').' %</strong></td>';
print '<td class="right buchaltung-lastyear '.$colorMarginLast.'"><strong>'.number_format($totalMarginLast, 1, ',', '.').' %</strong></td>';
print '</tr>';
print '</table>';
print '</div>';
// Productivity rating
$rating = getProductivityRating($totalMargin, $langs);
print '<div class="buchaltung-rating-detail '.$rating['class'].'">';
print '<h3>'.$langs->trans("ProductivityRating").': '.$rating['text'].'</h3>';
print '<p>'.$rating['description'].'</p>';
print '<div class="rating-scale">';
print '<span class="rating-critical">'.$langs->trans("Critical").'</span>';
print '<span class="rating-low">'.$langs->trans("Low").'</span>';
print '<span class="rating-average">'.$langs->trans("Average").'</span>';
print '<span class="rating-good">'.$langs->trans("Good").'</span>';
print '<span class="rating-excellent">'.$langs->trans("Excellent").'</span>';
print '</div>';
print '<div class="rating-marker" style="left: '.min(100, max(0, ($totalMargin + 50) / 1.5)).'%"></div>';
print '</div>';
// Info box
print '<div class="buchaltung-info-box">';
print '<strong>'.$langs->trans("Note").':</strong> '.$langs->trans("OnlyCustomerMaterialsNote");
print '</div>';
// Charts JavaScript
print '<script>
document.addEventListener("DOMContentLoaded", function() {
// Margin trend chart
var ctx1 = document.getElementById("marginChart").getContext("2d");
new Chart(ctx1, {
type: "line",
data: {
labels: '.json_encode($labels).',
datasets: [{
label: "'.$selectedYear.' '.$langs->trans("ProfitMargin").'",
data: '.json_encode($marginData).',
borderColor: "rgba(40, 167, 69, 1)",
backgroundColor: "rgba(40, 167, 69, 0.1)",
fill: true,
tension: 0.3,
borderWidth: 3,
pointRadius: 5,
pointBackgroundColor: '.json_encode($marginColors).'
}, {
label: "'.($selectedYear-1).' '.$langs->trans("ProfitMargin").'",
data: '.json_encode($marginLastData).',
borderColor: "rgba(108, 117, 125, 0.7)",
backgroundColor: "transparent",
borderDash: [5, 5],
fill: false,
tension: 0.3,
borderWidth: 2
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: {
legend: { display: true, position: "bottom" },
tooltip: {
callbacks: {
label: function(context) {
return context.dataset.label + ": " + context.raw + "%";
}
}
}
},
scales: {
y: {
beginAtZero: true,
ticks: {
callback: function(value) { return value + "%"; }
},
grid: {
color: function(context) {
return context.tick.value === 0 ? "rgba(0,0,0,0.5)" : "rgba(0,0,0,0.1)";
}
}
}
}
}
});
// Comparison chart
var ctx2 = document.getElementById("comparisonChart").getContext("2d");
new Chart(ctx2, {
type: "bar",
data: {
labels: '.json_encode($labels).',
datasets: [{
label: "'.$langs->trans("MaterialsPurchasedForCustomers").'",
data: '.json_encode($purchasedData).',
backgroundColor: "rgba(220, 53, 69, 0.6)"
}, {
label: "'.$langs->trans("MaterialsServicesInvoiced").'",
data: '.json_encode($invoicedData).',
backgroundColor: "rgba(0, 123, 255, 0.6)"
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: {
legend: { display: true, position: "bottom" },
tooltip: {
callbacks: {
label: function(context) {
return context.dataset.label + ": " + new Intl.NumberFormat("de-DE", {style: "currency", currency: "EUR"}).format(context.raw);
}
}
}
},
scales: {
y: { beginAtZero: true }
}
}
});
});
</script>';
llxFooter();
$db->close();
/**
* Get profitability data by month
*/
function getProfitabilityByMonth($db, $year)
{
global $conf;
$result = array(
'purchased' => array_fill(1, 12, 0),
'invoiced' => array_fill(1, 12, 0),
);
// Materials purchased FOR CUSTOMERS only
$sql = "SELECT MONTH(f.datef) as month, SUM(fd.total_ht) as total";
$sql .= " FROM ".MAIN_DB_PREFIX."facture_fourn as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facture_fourn_det as fd ON fd.fk_facture_fourn = f.rowid";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."product as p ON p.rowid = fd.fk_product";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " AND p.fk_product_type = 0";
$sql .= " AND (p.tobuy = 1 OR p.tosell = 1)";
$sql .= " GROUP BY MONTH(f.datef)";
$resql = $db->query($sql);
if ($resql) {
while ($obj = $db->fetch_object($resql)) {
$result['purchased'][$obj->month] = (float) $obj->total;
}
$db->free($resql);
}
// All invoiced to customers
$sql = "SELECT MONTH(f.datef) as month, SUM(fd.total_ht) as total";
$sql .= " FROM ".MAIN_DB_PREFIX."facture as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facturedet as fd ON fd.fk_facture = f.rowid";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " GROUP BY MONTH(f.datef)";
$resql = $db->query($sql);
if ($resql) {
while ($obj = $db->fetch_object($resql)) {
$result['invoiced'][$obj->month] = (float) $obj->total;
}
$db->free($resql);
}
return $result;
}
/**
* Get productivity rating
*/
function getProductivityRating($marginPercent, $langs)
{
if ($marginPercent >= 100) {
return array(
'class' => 'rating-excellent',
'text' => $langs->trans("Excellent"),
'description' => $langs->trans("RatingExcellentDesc"),
);
} elseif ($marginPercent >= 50) {
return array(
'class' => 'rating-good',
'text' => $langs->trans("Good"),
'description' => $langs->trans("RatingGoodDesc"),
);
} elseif ($marginPercent >= 20) {
return array(
'class' => 'rating-average',
'text' => $langs->trans("Average"),
'description' => $langs->trans("RatingAverageDesc"),
);
} elseif ($marginPercent >= 0) {
return array(
'class' => 'rating-low',
'text' => $langs->trans("Low"),
'description' => $langs->trans("RatingLowDesc"),
);
} else {
return array(
'class' => 'rating-critical',
'text' => $langs->trans("Critical"),
'description' => $langs->trans("RatingCriticalDesc"),
);
}
}

3
sql/dolibarr_allversions.sql Executable file
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@ -0,0 +1,3 @@
--
-- Script run when an upgrade of Dolibarr is done. Whatever is the Dolibarr version.
--

342
ust_detail.php Normal file
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@ -0,0 +1,342 @@
<?php
/* Copyright (C) 2026 Eduard Wisch <data@data-it-solution.de>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 3 of the License, or
* (at your option) any later version.
*/
/**
* \file htdocs/custom/buchaltungswidget/ust_detail.php
* \ingroup buchaltungswidget
* \brief Detail page for VAT (Umsatzsteuer) with full charts and year selection
*/
// Load Dolibarr environment
$res = 0;
if (!$res && !empty($_SERVER["CONTEXT_DOCUMENT_ROOT"])) {
$res = @include $_SERVER["CONTEXT_DOCUMENT_ROOT"]."/main.inc.php";
}
$tmp = empty($_SERVER['SCRIPT_FILENAME']) ? '' : $_SERVER['SCRIPT_FILENAME'];
$tmp2 = realpath(__FILE__);
$i = strlen($tmp) - 1;
$j = strlen($tmp2) - 1;
while ($i > 0 && $j > 0 && isset($tmp[$i]) && isset($tmp2[$j]) && $tmp[$i] == $tmp2[$j]) {
$i--;
$j--;
}
if (!$res && $i > 0 && file_exists(substr($tmp, 0, ($i + 1))."/main.inc.php")) {
$res = @include substr($tmp, 0, ($i + 1))."/main.inc.php";
}
if (!$res && $i > 0 && file_exists(dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php")) {
$res = @include dirname(substr($tmp, 0, ($i + 1)))."/main.inc.php";
}
if (!$res && file_exists("../main.inc.php")) {
$res = @include "../main.inc.php";
}
if (!$res && file_exists("../../main.inc.php")) {
$res = @include "../../main.inc.php";
}
if (!$res && file_exists("../../../main.inc.php")) {
$res = @include "../../../main.inc.php";
}
if (!$res) {
die("Include of main fails");
}
require_once DOL_DOCUMENT_ROOT.'/core/lib/admin.lib.php';
require_once DOL_DOCUMENT_ROOT.'/core/class/html.formfile.class.php';
// Load translation files
$langs->loadLangs(array("buchaltungswidget@buchaltungswidget", "bills", "compta"));
// Access control
if (!$user->hasRight('facture', 'lire') && !$user->hasRight('fournisseur', 'facture', 'lire')) {
accessforbidden();
}
// Get parameters
$selectedYear = GETPOST('year', 'int');
if (empty($selectedYear)) {
$selectedYear = date('Y');
}
$viewMode = GETPOST('view', 'alpha');
if (empty($viewMode)) {
$viewMode = 'quarterly';
}
$currentYear = date('Y');
$years = range($currentYear - 5, $currentYear + 1);
/*
* Actions
*/
// None for now
/*
* View
*/
$form = new Form($db);
$title = $langs->trans("UStUebersicht");
llxHeader('', $title, '', '', 0, 0, array('/includes/nnnick/chartjs/dist/Chart.min.js'), array('/buchaltungswidget/css/buchaltungswidget.css'));
print load_fiche_titre($title, '', 'accountancy');
// Year selector and view mode
print '<div class="fichecenter">';
print '<form method="GET" action="'.$_SERVER['PHP_SELF'].'">';
print '<div class="buchaltung-filter-bar">';
print '<label for="year">'.$langs->trans("Year").':</label>';
print '<select name="year" id="year" class="flat" onchange="this.form.submit()">';
foreach ($years as $y) {
$selected = ($y == $selectedYear) ? ' selected' : '';
print '<option value="'.$y.'"'.$selected.'>'.$y.'</option>';
}
print '</select>';
print '&nbsp;&nbsp;';
print '<label for="view">'.$langs->trans("View").':</label>';
print '<select name="view" id="view" class="flat" onchange="this.form.submit()">';
print '<option value="quarterly"'.($viewMode == 'quarterly' ? ' selected' : '').'>'.$langs->trans("Quarterly").'</option>';
print '<option value="monthly"'.($viewMode == 'monthly' ? ' selected' : '').'>'.$langs->trans("Monthly").'</option>';
print '</select>';
print '</div>';
print '</form>';
print '</div>';
// Get data
$vatData = getVatData($db, $selectedYear, $viewMode);
$lastYearData = getVatData($db, $selectedYear - 1, $viewMode);
// Main chart
print '<div class="fichecenter">';
print '<div class="buchaltung-detail-chart" style="height: 350px;">';
print '<div style="height: 310px; position: relative;">';
print '<canvas id="vatDetailChart"></canvas>';
print '</div>';
print '</div>';
print '</div>';
print '<div class="clearboth" style="margin-bottom: 20px;"></div>';
// Data table
print '<div class="div-table-responsive">';
print '<table class="noborder centpercent">';
// Header
print '<tr class="liste_titre">';
print '<th>'.$langs->trans("Period").'</th>';
print '<th class="right">'.$langs->trans("VATCollected").'</th>';
print '<th class="right">'.$langs->trans("VATPaid").'</th>';
print '<th class="right">'.$langs->trans("VATBalance").'</th>';
print '<th class="right">'.$selectedYear - 1 .' '.$langs->trans("VATBalance").'</th>';
print '</tr>';
$totalCollected = 0;
$totalPaid = 0;
$totalCollectedLast = 0;
$totalPaidLast = 0;
$labels = array();
$collectedData = array();
$paidData = array();
$balanceData = array();
$balanceColors = array();
$lastBalanceData = array();
foreach ($vatData['periods'] as $period => $data) {
$collected = $data['collected'];
$paid = $data['paid'];
$balance = $collected - $paid;
$lastCollected = isset($lastYearData['periods'][$period]) ? $lastYearData['periods'][$period]['collected'] : 0;
$lastPaid = isset($lastYearData['periods'][$period]) ? $lastYearData['periods'][$period]['paid'] : 0;
$lastBalance = $lastCollected - $lastPaid;
$totalCollected += $collected;
$totalPaid += $paid;
$totalCollectedLast += $lastCollected;
$totalPaidLast += $lastPaid;
$colorClass = $balance > 0 ? 'buchaltung-negative' : ($balance < 0 ? 'buchaltung-positive' : '');
$colorClassLast = $lastBalance > 0 ? 'buchaltung-negative' : ($lastBalance < 0 ? 'buchaltung-positive' : '');
print '<tr class="oddeven">';
print '<td>'.$period.'</td>';
print '<td class="right">'.price($collected, 0, $langs, 1, 2, 2, $conf->currency).'</td>';
print '<td class="right">'.price($paid, 0, $langs, 1, 2, 2, $conf->currency).'</td>';
print '<td class="right '.$colorClass.'"><strong>'.price($balance, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right buchaltung-lastyear '.$colorClassLast.'">'.price($lastBalance, 0, $langs, 1, 2, 2, $conf->currency).'</td>';
print '</tr>';
// Chart data
$labels[] = $period;
$collectedData[] = round($collected, 2);
$paidData[] = round($paid, 2);
$balanceData[] = round($balance, 2);
$balanceColors[] = $balance > 0 ? 'rgba(220, 53, 69, 0.7)' : 'rgba(40, 167, 69, 0.7)';
$lastBalanceData[] = round($lastBalance, 2);
}
// Total row
$totalBalance = $totalCollected - $totalPaid;
$totalLastBalance = $totalCollectedLast - $totalPaidLast;
$colorClass = $totalBalance > 0 ? 'buchaltung-negative' : 'buchaltung-positive';
$colorClassLast = $totalLastBalance > 0 ? 'buchaltung-negative' : 'buchaltung-positive';
print '<tr class="liste_total">';
print '<td><strong>'.$langs->trans("Total").'</strong></td>';
print '<td class="right"><strong>'.price($totalCollected, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right"><strong>'.price($totalPaid, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right '.$colorClass.'"><strong>'.price($totalBalance, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '<td class="right buchaltung-lastyear '.$colorClassLast.'"><strong>'.price($totalLastBalance, 0, $langs, 1, 2, 2, $conf->currency).'</strong></td>';
print '</tr>';
print '</table>';
print '</div>';
// Legend
print '<div class="buchaltung-legend">';
print '<span class="buchaltung-negative">'.$langs->trans("VATToPayLegend").'</span>';
print ' | ';
print '<span class="buchaltung-positive">'.$langs->trans("VATRefundLegend").'</span>';
print '</div>';
// Chart JavaScript
print '<script>
document.addEventListener("DOMContentLoaded", function() {
var ctx = document.getElementById("vatDetailChart").getContext("2d");
new Chart(ctx, {
type: "bar",
data: {
labels: '.json_encode($labels).',
datasets: [{
type: "line",
label: "'.$selectedYear.' '.$langs->trans("VATBalance").'",
data: '.json_encode($balanceData).',
borderColor: "rgba(0, 123, 255, 1)",
backgroundColor: "transparent",
borderWidth: 3,
tension: 0.3,
yAxisID: "y"
}, {
type: "line",
label: "'.($selectedYear-1).' '.$langs->trans("VATBalance").'",
data: '.json_encode($lastBalanceData).',
borderColor: "rgba(108, 117, 125, 0.7)",
backgroundColor: "transparent",
borderDash: [5, 5],
borderWidth: 2,
tension: 0.3,
yAxisID: "y"
}, {
label: "'.$langs->trans("VATCollected").'",
data: '.json_encode($collectedData).',
backgroundColor: "rgba(40, 167, 69, 0.5)",
yAxisID: "y"
}, {
label: "'.$langs->trans("VATPaid").'",
data: '.json_encode($paidData).',
backgroundColor: "rgba(220, 53, 69, 0.5)",
yAxisID: "y"
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: {
legend: { display: true, position: "top" },
tooltip: {
callbacks: {
label: function(context) {
return context.dataset.label + ": " + new Intl.NumberFormat("de-DE", {style: "currency", currency: "EUR"}).format(context.raw);
}
}
}
},
scales: {
y: {
beginAtZero: true,
grid: {
color: function(context) {
return context.tick.value === 0 ? "rgba(0,0,0,0.5)" : "rgba(0,0,0,0.1)";
}
}
}
}
}
});
});
</script>';
llxFooter();
$db->close();
/**
* Get VAT data for a year
*/
function getVatData($db, $year, $mode = 'quarterly')
{
global $conf;
$result = array('periods' => array());
if ($mode == 'monthly') {
$months = array(1 => 'Jan', 2 => 'Feb', 3 => 'Mar', 4 => 'Apr', 5 => 'Mai', 6 => 'Jun',
7 => 'Jul', 8 => 'Aug', 9 => 'Sep', 10 => 'Okt', 11 => 'Nov', 12 => 'Dez');
foreach ($months as $m => $name) {
$result['periods'][$name] = array('collected' => 0, 'paid' => 0);
}
$groupBy = "MONTH(f.datef)";
$periodField = "month";
} else {
for ($q = 1; $q <= 4; $q++) {
$result['periods']['Q'.$q] = array('collected' => 0, 'paid' => 0);
}
$groupBy = "QUARTER(f.datef)";
$periodField = "quarter";
}
// VAT collected
$sql = "SELECT ".$groupBy." as period, SUM(fd.total_tva) as tva_amount";
$sql .= " FROM ".MAIN_DB_PREFIX."facture as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facturedet as fd ON fd.fk_facture = f.rowid";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " GROUP BY ".$groupBy;
$resql = $db->query($sql);
if ($resql) {
while ($obj = $db->fetch_object($resql)) {
$key = ($mode == 'monthly') ? array_keys($result['periods'])[$obj->period - 1] : 'Q'.$obj->period;
if (isset($result['periods'][$key])) {
$result['periods'][$key]['collected'] = (float) $obj->tva_amount;
}
}
$db->free($resql);
}
// VAT paid
$sql = "SELECT ".$groupBy." as period, SUM(fd.total_tva) as tva_amount";
$sql .= " FROM ".MAIN_DB_PREFIX."facture_fourn as f";
$sql .= " INNER JOIN ".MAIN_DB_PREFIX."facture_fourn_det as fd ON fd.fk_facture_fourn = f.rowid";
$sql .= " WHERE f.fk_statut > 0 AND f.entity = ".((int) $conf->entity);
$sql .= " AND YEAR(f.datef) = ".((int) $year);
$sql .= " GROUP BY ".$groupBy;
$resql = $db->query($sql);
if ($resql) {
while ($obj = $db->fetch_object($resql)) {
$key = ($mode == 'monthly') ? array_keys($result['periods'])[$obj->period - 1] : 'Q'.$obj->period;
if (isset($result['periods'][$key])) {
$result['periods'][$key]['paid'] = (float) $obj->tva_amount;
}
}
$db->free($resql);
}
return $result;
}