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✏️ Editing: investment-history.php

<?php
include 'includes/head.php';
include 'includes/db.php';

// Function to get all investment history
function getInvestmentHistory($conn) {
    $finance_id = 1;
    $sql = "SELECT * FROM initial_investment 
            WHERE finance_id = ? 
            ORDER BY investment_date DESC, id DESC";
    $stmt = $conn->prepare($sql);
    $stmt->bind_param("i", $finance_id);
    $stmt->execute();
    $result = $stmt->get_result();
    $investments = [];
    
    while ($row = $result->fetch_assoc()) {
        $investments[] = $row;
    }
    $stmt->close();
    
    return $investments;
}

// Function to get total investment
function getTotalInitialInvestment($conn) {
    $finance_id = 1;
    $sql = "SELECT SUM(amount) as total_investment FROM initial_investment WHERE finance_id = ?";
    $stmt = $conn->prepare($sql);
    $stmt->bind_param("i", $finance_id);
    $stmt->execute();
    $result = $stmt->get_result();
    $row = $result->fetch_assoc();
    $stmt->close();
    
    return $row['total_investment'] ?? 0.00;
}

// Function to get investment by month
function getInvestmentByMonth($conn) {
    $finance_id = 1;
    $sql = "SELECT 
                YEAR(investment_date) as year,
                MONTH(investment_date) as month,
                SUM(amount) as monthly_total,
                COUNT(*) as investment_count
            FROM initial_investment 
            WHERE finance_id = ?
            GROUP BY YEAR(investment_date), MONTH(investment_date)
            ORDER BY year DESC, month DESC";
    
    $stmt = $conn->prepare($sql);
    $stmt->bind_param("i", $finance_id);
    $stmt->execute();
    $result = $stmt->get_result();
    $monthly_data = [];
    
    while ($row = $result->fetch_assoc()) {
        $monthly_data[] = $row;
    }
    $stmt->close();
    
    return $monthly_data;
}

// Get data
$investmentHistory = getInvestmentHistory($conn);
$totalInvestment = getTotalInitialInvestment($conn);
$monthlyInvestment = getInvestmentByMonth($conn);

$breadcrumb_active = "Investment History";
?>
<!DOCTYPE html>
<html lang="en" dir="ltr" data-startbar="dark" data-bs-theme="light">
<head>
    <?php include 'includes/head.php'; ?>
    <style>
        .investment-summary-card {
            border-left: 4px solid #0d6efd;
        }
        .monthly-summary-card {
            border-left: 4px solid #198754;
        }
        .investment-row:hover {
            background-color: #f8f9fa;
        }
        .month-name {
            font-weight: 600;
            color: #495057;
        }
    </style>
</head>
<body>
    <?php include 'includes/topbar.php'; ?>
   
    <div class="startbar d-print-none">
        <?php include 'includes/leftbar-tab-menu.php'; ?>
        <?php include 'includes/leftbar.php'; ?>
        <div class="startbar-overlay d-print-none"></div>
       
        <div class="page-wrapper">
            <div class="page-content">
                <div class="container-fluid">
                    <div class="row">
                        <div class="col-sm-12">
                            <div class="page-title-box d-md-flex justify-content-md-between align-items-center">
                                <h4 class="page-title">Investment History</h4>
                                <ol class="breadcrumb mb-0">
                                    <li class="breadcrumb-item"><a href="index.php">Dashboard</a></li>
                                    <li class="breadcrumb-item"><a href="overall-reports.php">Overall Reports</a></li>
                                    <li class="breadcrumb-item active"><?php echo $breadcrumb_active; ?></li>
                                </ol>
                            </div>
                        </div>
                    </div>
                    
                    
                    <div class="row mb-4">
                        <div class="col-md-6">
                            <div class="card investment-summary-card">
                                <div class="card-body">
                                    <div class="d-flex justify-content-between align-items-center">
                                        <div>
                                            <h5 class="card-title mb-1">Total Investment</h5>
                                            <h2 class="text-primary">₹<?php echo number_format($totalInvestment, 2); ?></h2>
                                            <p class="text-muted mb-0">Total capital invested in the business</p>
                                        </div>
                                        <div class="avatar-sm">
                                            <div class="avatar-title bg-primary bg-opacity-10 rounded fs-2">
                                                <i class="fas fa-chart-line text-primary"></i>
                                            </div>
                                        </div>
                                    </div>
                                </div>
                            </div>
                        </div>
                        <div class="col-md-6">
                            <div class="card monthly-summary-card">
                                <div class="card-body">
                                    <div class="d-flex justify-content-between align-items-center">
                                        <div>
                                            <h5 class="card-title mb-1">Total Investments</h5>
                                            <h2 class="text-success"><?php echo count($investmentHistory); ?></h2>
                                            <p class="text-muted mb-0">Number of investment entries</p>
                                        </div>
                                        <div class="avatar-sm">
                                            <div class="avatar-title bg-success bg-opacity-10 rounded fs-2">
                                                <i class="fas fa-history text-success"></i>
                                            </div>
                                        </div>
                                    </div>
                                </div>
                            </div>
                        </div>
                    </div>
                    
                    
                    <div class="row mb-4">
                        <div class="col-12">
                            <div class="card">
                                <div class="card-header">
                                    <h5 class="card-title mb-0">
                                        <i class="fas fa-calendar-alt me-2"></i>Monthly Investment Summary
                                    </h5>
                                </div>
                                <div class="card-body">
                                    <?php if (!empty($monthlyInvestment)): ?>
                                        <div class="table-responsive">
                                            <table class="table table-hover">
                                                <thead>
                                                    <tr>
                                                        <th>Month</th>
                                                        <th>Year</th>
                                                        <th>Number of Investments</th>
                                                        <th>Total Amount</th>
                                                        <th>Action</th>
                                                    </tr>
                                                </thead>
                                                <tbody>
                                                    <?php foreach ($monthlyInvestment as $monthData): 
                                                        $monthName = date('F', mktime(0, 0, 0, $monthData['month'], 1));
                                                    ?>
                                                    <tr>
                                                        <td>
                                                            <span class="month-name"><?php echo $monthName; ?></span>
                                                        </td>
                                                        <td><?php echo $monthData['year']; ?></td>
                                                        <td>
                                                            <span class="badge bg-info"><?php echo $monthData['investment_count']; ?> investments</span>
                                                        </td>
                                                        <td>
                                                            <strong class="text-success">₹<?php echo number_format($monthData['monthly_total'], 2); ?></strong>
                                                        </td>
                                                        <td>
                                                            <a href="overall-reports.php?month=<?php echo $monthData['month']; ?>&year=<?php echo $monthData['year']; ?>" 
                                                               class="btn btn-sm btn-outline-primary">
                                                                <i class="fas fa-eye me-1"></i> View Report
                                                            </a>
                                                        </td>
                                                    </tr>
                                                    <?php endforeach; ?>
                                                </tbody>
                                                <tfoot>
                                                    <tr class="table-active">
                                                        <td colspan="3" class="text-end"><strong>Grand Total:</strong></td>
                                                        <td colspan="2">
                                                            <strong class="text-primary fs-5">₹<?php echo number_format($totalInvestment, 2); ?></strong>
                                                        </td>
                                                    </tr>
                                                </tfoot>
                                            </table>
                                        </div>
                                    <?php else: ?>
                                        <div class="text-center py-4">
                                            <div class="avatar-lg mx-auto mb-3">
                                                <div class="avatar-title bg-light text-secondary rounded-circle fs-2">
                                                    <i class="fas fa-chart-pie"></i>
                                                </div>
                                            </div>
                                            <h5 class="text-muted">No monthly investment data found</h5>
                                            <p class="text-muted">Start adding investments to see monthly summaries</p>
                                        </div>
                                    <?php endif; ?>
                                </div>
                            </div>
                        </div>
                    </div>
                    
                    
                    <div class="row">
                        <div class="col-12">
                            <div class="card">
                                <div class="card-header d-flex justify-content-between align-items-center">
                                    <h5 class="card-title mb-0">
                                        <i class="fas fa-list me-2"></i>Detailed Investment History
                                    </h5>
                                    <a href="add-investment.php" class="btn btn-sm btn-primary">
                                        <i class="fas fa-plus me-1"></i> Add New Investment
                                    </a>
                                </div>
                                <div class="card-body">
                                    <?php if (!empty($investmentHistory)): ?>
                                        <div class="table-responsive">
                                            <table class="table table-hover" id="investmentHistoryTable">
                                                <thead>
                                                    <tr>
                                                        <th>#</th>
                                                        <th>Date</th>
                                                        <th>Amount</th>
                                                        <th>Reason</th>
                                                        <th>Created Date</th>
                                                        <th>Actions</th>
                                                    </tr>
                                                </thead>
                                                <tbody>
                                                    <?php 
                                                    $serial = 1;
                                                    $runningTotal = 0;
                                                    foreach ($investmentHistory as $investment): 
                                                        $runningTotal += $investment['amount'];
                                                    ?>
                                                    <tr class="investment-row">
                                                        <td><?php echo $serial++; ?></td>
                                                        <td>
                                                            <strong><?php echo date('d M Y', strtotime($investment['investment_date'])); ?></strong>
                                                        </td>
                                                        <td>
                                                            <span class="badge bg-success fs-6">₹<?php echo number_format($investment['amount'], 2); ?></span>
                                                        </td>
                                                        <td>
                                                            <?php if (!empty($investment['reason'])): ?>
                                                                <span><?php echo htmlspecialchars($investment['reason']); ?></span>
                                                            <?php else: ?>
                                                                <span class="text-muted">No reason provided</span>
                                                            <?php endif; ?>
                                                        </td>
                                                        <td>
                                                            <small class="text-muted"><?php echo date('d M Y, h:i A', strtotime($investment['created_at'])); ?></small>
                                                        </td>
                                                        <td>
                                                            <div class="btn-group" role="group">
                                                                <button type="button" class="btn btn-sm btn-outline-info" 
                                                                        data-bs-toggle="tooltip" title="View Details"
                                                                        onclick="viewInvestment(<?php echo $investment['id']; ?>)">
                                                                    <i class="fas fa-eye"></i>
                                                                </button>
                                                                <a href="edit-investment.php?id=<?php echo $investment['id']; ?>" 
                                                                   class="btn btn-sm btn-outline-warning"
                                                                   data-bs-toggle="tooltip" title="Edit">
                                                                    <i class="fas fa-edit"></i>
                                                                </a>
                                                                <button type="button" class="btn btn-sm btn-outline-danger"
                                                                        data-bs-toggle="tooltip" title="Delete"
                                                                        onclick="confirmDelete(<?php echo $investment['id']; ?>)">
                                                                    <i class="fas fa-trash"></i>
                                                                </button>
                                                            </div>
                                                        </td>
                                                    </tr>
                                                    <?php endforeach; ?>
                                                </tbody>
                                                <tfoot>
                                                    <tr class="table-active">
                                                        <td colspan="2" class="text-end"><strong>Cumulative Total:</strong></td>
                                                        <td colspan="4">
                                                            <strong class="text-primary fs-5">₹<?php echo number_format($runningTotal, 2); ?></strong>
                                                        </td>
                                                    </tr>
                                                </tfoot>
                                            </table>
                                        </div>
                                        
                                        
                                        <div class="row mt-4">
                                            <div class="col-md-6">
                                                <div class="card">
                                                    <div class="card-header">
                                                        <h6 class="card-title mb-0">Investment Trend</h6>
                                                    </div>
                                                    <div class="card-body">
                                                        <canvas id="investmentTrendChart" height="250"></canvas>
                                                    </div>
                                                </div>
                                            </div>
                                            <div class="col-md-6">
                                                <div class="card">
                                                    <div class="card-header">
                                                        <h6 class="card-title mb-0">Monthly Distribution</h6>
                                                    </div>
                                                    <div class="card-body">
                                                        <canvas id="monthlyDistributionChart" height="250"></canvas>
                                                    </div>
                                                </div>
                                            </div>
                                        </div>
                                        
                                    <?php else: ?>
                                        <div class="text-center py-5">
                                            <div class="avatar-lg mx-auto mb-3">
                                                <div class="avatar-title bg-light text-secondary rounded-circle fs-1">
                                                    <i class="fas fa-coins"></i>
                                                </div>
                                            </div>
                                            <h4 class="text-muted">No Investment History Found</h4>
                                            <p class="text-muted mb-4">You haven't added any investments yet. Start by adding your first investment.</p>
                                            <a href="add-investment.php" class="btn btn-primary">
                                                <i class="fas fa-plus me-2"></i>Add First Investment
                                            </a>
                                        </div>
                                    <?php endif; ?>
                                </div>
                            </div>
                        </div>
                    </div>
                </div>
                <?php include 'includes/rightbar.php'; ?>
                <?php include 'includes/footer.php'; ?>
            </div>
        </div>
    </div>
    <?php include 'includes/scripts.php'; ?>
    
    
    <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
    
    <script>
        document.addEventListener('DOMContentLoaded', function() {
            // Initialize tooltips
            var tooltipTriggerList = [].slice.call(document.querySelectorAll('[data-bs-toggle="tooltip"]'));
            var tooltipList = tooltipTriggerList.map(function (tooltipTriggerEl) {
                return new bootstrap.Tooltip(tooltipTriggerEl);
            });
            
            // Only initialize charts if we have data
            <?php if (!empty($investmentHistory)): ?>
                initializeCharts();
            <?php endif; ?>
            
            // Initialize DataTable if table exists
            if (document.getElementById('investmentHistoryTable')) {
                $('#investmentHistoryTable').DataTable({
                    order: [[1, 'desc']],
                    pageLength: 10,
                    responsive: true,
                    language: {
                        search: "Search investments:",
                        lengthMenu: "Show _MENU_ entries",
                        info: "Showing _START_ to _END_ of _TOTAL_ investments",
                        paginate: {
                            previous: "<i class='fas fa-chevron-left'></i>",
                            next: "<i class='fas fa-chevron-right'></i>"
                        }
                    }
                });
            }
        });
        
        function viewInvestment(id) {
            // You can implement a modal view here
            alert('View investment details for ID: ' + id);
            // Example: window.location.href = 'view-investment.php?id=' + id;
        }
        
        function confirmDelete(id) {
            if (confirm('Are you sure you want to delete this investment?\n\nThis action cannot be undone.')) {
                window.location.href = 'delete-investment.php?id=' + id;
            }
        }
        
        function initializeCharts() {
            // Prepare data for Investment Trend Chart
            const investmentHistory = <?php echo json_encode($investmentHistory); ?>;
            const monthlyData = <?php echo json_encode($monthlyInvestment); ?>;
            
            // Sort investments by date for trend chart
            investmentHistory.sort((a, b) => new Date(a.investment_date) - new Date(b.investment_date));
            
            // Prepare data for trend chart
            const trendDates = investmentHistory.map(inv => {
                const date = new Date(inv.investment_date);
                return date.toLocaleDateString('en-IN', { day: 'numeric', month: 'short' });
            });
            
            const trendAmounts = investmentHistory.map(inv => parseFloat(inv.amount));
            
            // Calculate cumulative amounts for trend
            const cumulativeAmounts = [];
            let runningTotal = 0;
            trendAmounts.forEach(amount => {
                runningTotal += amount;
                cumulativeAmounts.push(runningTotal);
            });
            
            // Investment Trend Chart
            const trendCtx = document.getElementById('investmentTrendChart').getContext('2d');
            new Chart(trendCtx, {
                type: 'line',
                data: {
                    labels: trendDates,
                    datasets: [
                        {
                            label: 'Individual Investments',
                            data: trendAmounts,
                            borderColor: '#0d6efd',
                            backgroundColor: 'rgba(13, 110, 253, 0.1)',
                            borderWidth: 2,
                            fill: true,
                            tension: 0.4
                        },
                        {
                            label: 'Cumulative Total',
                            data: cumulativeAmounts,
                            borderColor: '#198754',
                            backgroundColor: 'rgba(25, 135, 84, 0.1)',
                            borderWidth: 2,
                            fill: true,
                            tension: 0.4
                        }
                    ]
                },
                options: {
                    responsive: true,
                    plugins: {
                        legend: {
                            position: 'top',
                        },
                        tooltip: {
                            callbacks: {
                                label: function(context) {
                                    return `${context.dataset.label}: ₹${context.raw.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
                                }
                            }
                        }
                    },
                    scales: {
                        y: {
                            beginAtZero: true,
                            ticks: {
                                callback: function(value) {
                                    return '₹' + value.toLocaleString('en-IN');
                                }
                            }
                        }
                    }
                }
            });
            
            // Monthly Distribution Chart
            const monthlyCtx = document.getElementById('monthlyDistributionChart').getContext('2d');
            
            // Sort monthly data by year and month
            monthlyData.sort((a, b) => {
                if (a.year === b.year) {
                    return a.month - b.month;
                }
                return a.year - b.year;
            });
            
            const monthlyLabels = monthlyData.map(data => {
                const monthName = new Date(2000, data.month - 1).toLocaleString('en-IN', { month: 'short' });
                return `${monthName} ${data.year}`;
            });
            
            const monthlyTotals = monthlyData.map(data => parseFloat(data.monthly_total));
            const investmentCounts = monthlyData.map(data => data.investment_count);
            
            new Chart(monthlyCtx, {
                type: 'bar',
                data: {
                    labels: monthlyLabels,
                    datasets: [
                        {
                            label: 'Monthly Investment (₹)',
                            data: monthlyTotals,
                            backgroundColor: 'rgba(13, 110, 253, 0.7)',
                            borderColor: '#0d6efd',
                            borderWidth: 1,
                            yAxisID: 'y'
                        },
                        {
                            label: 'Number of Investments',
                            data: investmentCounts,
                            backgroundColor: 'rgba(255, 193, 7, 0.7)',
                            borderColor: '#ffc107',
                            borderWidth: 1,
                            type: 'line',
                            yAxisID: 'y1'
                        }
                    ]
                },
                options: {
                    responsive: true,
                    plugins: {
                        legend: {
                            position: 'top',
                        },
                        tooltip: {
                            callbacks: {
                                label: function(context) {
                                    if (context.datasetIndex === 0) {
                                        return `Amount: ₹${context.raw.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
                                    } else {
                                        return `Count: ${context.raw}`;
                                    }
                                }
                            }
                        }
                    },
                    scales: {
                        y: {
                            type: 'linear',
                            display: true,
                            position: 'left',
                            title: {
                                display: true,
                                text: 'Amount (₹)'
                            },
                            ticks: {
                                callback: function(value) {
                                    return '₹' + value.toLocaleString('en-IN');
                                }
                            }
                        },
                        y1: {
                            type: 'linear',
                            display: true,
                            position: 'right',
                            title: {
                                display: true,
                                text: 'Number of Investments'
                            },
                            grid: {
                                drawOnChartArea: false
                            }
                        }
                    }
                }
            });
        }
        
        // Export to PDF functionality
        function exportToPDF() {
            const element = document.querySelector('.page-content');
            const opt = {
                margin:       1,
                filename:     'investment-history-<?php echo date('Y-m-d'); ?>.pdf',
                image:        { type: 'jpeg', quality: 0.98 },
                html2canvas:  { scale: 2 },
                jsPDF:        { unit: 'in', format: 'letter', orientation: 'portrait' }
            };
            
            // Show loading
            const btn = event.target;
            const originalText = btn.innerHTML;
            btn.innerHTML = '<span class="spinner-border spinner-border-sm" role="status" aria-hidden="true"></span> Generating...';
            btn.disabled = true;
            
            // Generate PDF
            html2pdf().set(opt).from(element).save().then(() => {
                btn.innerHTML = originalText;
                btn.disabled = false;
            });
        }
    </script>
</body>
</html>

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