Upravljanje troškovima

Features

• Record all your expenses and show them in a table view
  • The data can be searched- and filtered (see screenshots)
• All (billable) expenses will be automatically included in your invoices
  • Negative amounts allow for complex bookings, budget and invoice adjustments
• Manage expenses via API
• Export expenses in: Excel, PDF, HTML
• Support for custom-fields
• Include expenses in Kimai export module
• Import expenses from Kimai 1

Expenses will be assigned to free configurable categories and each category has:

• name
• visibility flag
• default cost
• color
• help text (will be shown when creating an expense)
• description (will be copied into the expense description upon selection)

Each expense has the following fields:

• a date-time
• category (see above)
• user
• project (and customer)
• activity (optional)
• description (free text field)
• the cost (can be hidden for default user, if you use default cost via category)
• an amount (see it as multiplier, use 1 if you want to charge the cost only)
• a billable flag (non-billable expenses will not be added to your invoices)
• an export flag (to make sure, that each expense will be invoiced only once)

If turned on, Expenses count towards budgets and revenue statistics.

Expense summaries are displayed on the detail pages for customer, project and activity.

Invoice calculator

This bundle ships two new invoice calculator:

• ExpenseActivityInvoiceCalculator one entry per activity, expenses display description
• ExpenseCategoryProjectInvoiceCalculator - one entry for each expense category, timesheets are grouped into one entry per project

Importing from Kimai v1

This bundle supports data import from Kimai v1, but you need to imported the other data (like customers) first.

An example for the import command:

bin/console kimai:bundle:expenses:import-v1 "mysql://username:password@127.0.0.1:3306/database?charset=utf8" "kimai_"

Changelog

## Version 2.5.0

Compatibility: requires minimum Kimai 2.5.0

- Changed: create default category if none is existing yet
- Changed: moved some translations to core allowing more languages

## Version 2.4.0

Compatibility: requires minimum Kimai 2.1.0

- Use annotation type for routes

## Version 2.3.0

Compatibility: requires minimum Kimai 2.0.33

- Fixed: API pagination compatibility with Kimai 2.0.33

## Version 2.2.3

Compatibility: requires minimum Kimai 2.0.26

- Added: simplify API form setup (no visible changes)
- Fixed: "extended settings" on edit screen collapses on clicking anywhere in the title
- Fixed: compatibility check for Kimai version

## Version 2.2.2

Compatibility: requires minimum Kimai 2.0.9

- Added: upgrade item actions to use v2 API.
- Fixed: locale-switching problem in context menu of calendar (only with Kimai 2.0.19)

## Version 2.2.1

Compatibility: requires minimum Kimai 2.0.9

- Fixed: Teamleads could not limit entries to selected teams

## Version 2.2.0

Compatibility: requires minimum Kimai 2.0.9

- Added: normal users do not see a sub-menu anymore
- Added: Batch delete expenses
- Fixed: 500 error on searches with meta field
- Fixed: Excel export did not respect the current user

## Version 2.1.6

Compatibility: requires minimum Kimai 2.0.9

- Fixed: export query did not respect selected teams
- Fixed: missing closing HTML tag
- Added: improved code style

## Version 2.1.5

Compatibility: requires minimum Kimai 2.0.9

- Fixed: reactivate DataFixtures as service, so they can be used (fixes all demos as well)

## Version 2.1.4

Compatibility: requires minimum Kimai 2.0.9

- Added: identify listener for auto-deactivation during batch imports

## Version 2.1.3

Compatibility: requires minimum Kimai 2.0

- Cleanup PDF export template

## Version 2.1.2

Compatibility: requires minimum Kimai 2.0

- Cleanup translation files

## Version 2.1.1

Compatibility: requires minimum Kimai 2.0

- API: simplified usage of "billableMode" and added description

## Version 2.1.0

Compatibility: requires minimum Kimai 2.0

- API: added route to fetch categories
- API: export "cost" and "description" fields with categories

## Version 2.0.3

Compatibility: requires minimum Kimai 2.0

- Fixed: remove customer from API
- Fixed: API returns 500 on missing user field

## Version 2.0.2

Compatibility: requires minimum Kimai 2.0

- Fixed: enable fields for API, added API description

## Version 2.0.1

Compatibility: requires minimum Kimai 2.0

- Fixed: Duplicate Menu-Subscriber ID

## Version 2.0

Compatibility: requires minimum Kimai 2.0

- Fixed: compatibility with Kimai 2.0
- Added: move expenses to replacement user upon user deletion #99
- Added: dashboard widgets for total expenses of the current user for today/week/month/year
- Added: basic statistics in listing page
- Added: Expenses has it's own top-level-menu with items `Expenses`, `Categories`
- Fixed: clarify API docs

## Version 1.33.0

Compatibility: requires minimum Kimai 1.28.0

- Added: Pre-fill create form via URL (date, project & activity, description, user, metaFields)

## Version 1.32.0

Compatibility: requires minimum Kimai 1.28.0

- Added: Cleanup logic for installations where user count < 2 or team count < 2

## Version 1.31.0

Compatibility: requires minimum Kimai 1.20.2

- Added: Team filter in expense form and query
- Added: Support team filter in invoice query
- Added: Support team filter in export query

## Version 1.30.1

Compatibility: requires minimum Kimai 1.20.2

- Updated/Improved dutch translations - thanks Edward

## Version 1.30

Compatibility: requires minimum Kimai 1.20.2

- Added: NL translations - thanks Edward

## Version 1.29

Compatibility: requires minimum Kimai 1.20.2

- Added: PL translations - thanks @KonradMazur

## Version 1.28

Compatibility: requires minimum Kimai 1.20.2

- Added: Support for invoice text field in project and activity

## Version 1.27

Compatibility: requires minimum Kimai 1.19

- Added: CSS classes in edit form to allow customizations

## Version 1.26

Compatibility: requires minimum Kimai 1.19

- Added: create expense from project detail page
- Added: create expense from activity detail page

## Version 1.25

Compatibility: requires minimum Kimai 1.19

- Added: add expense sums to revenue on dashboard
- Added: show amount/cost/refundable statistics on customer/project/activity detail pages
- Added: pagination support for category page
- Added: description column in category table
- Added: copy category description into expense description upon selection
- Fixed: migration wasn't executed due to invalid namespace

## Version 1.24

Compatibility: requires minimum Kimai 1.15

- Added: allow negative costs
- Added: support for modernized search with filter count and reset action
- Fixed: exporting PDF with many entries/pages
- Fixed: Excel exporter now exposes the correct columns
- Removed: Broken CSV exporter that exposed too many and invalid columns

## Version 1.23

Compatibility: requires minimum Kimai 1.15

- Fixed: emptying the cost field for existing expenses (as admin) caused an error

## Version 1.22

Compatibility: requires minimum Kimai 1.15

- Added: option to customize PDF and HTML export templates by creating new files
- Added: open dialog upon "create copy" (expense duplication), instead of hard copy in list view
- Fixed: removed duplicated date-time from PDF export template
- Fixed: budget/statistic calculation only used cost (without multiplier)

## Version 1.21.1

Compatibility: requires minimum Kimai 1.15

- Fixed: billable state should be ignored in query (expenses were missing in export)
- Fixed: PDF title

## Version 1.21

Compatibility: requires minimum Kimai 1.15

- Added: support 65535 character per custom field value (previously 256 chars)
- Added: color for categories
- Added: use rounding rules for minute dropdown
- Added: configure if expenses should be included in budgets
- Added: include expenses in monthly budget statistics
- Fixed: definitions for new Kimai version

## Version 1.20

Compatibility: requires minimum Kimai 1.14.1

- Added: Include refundable expenses in used customer budget
- Added: Include refundable expenses in used project budget
- Added: Include refundable expenses in used activity budget

## Version 1.19.1

Compatibility: requires minimum Kimai 1.14

- Fixed: Open "create expense from timesheet" dialog in modal

## Version 1.19

Compatibility: requires minimum Kimai 1.14

- Added: Support for bookmarking default search options
- Added: German translations for validation error
- Added: Validation for project begin & end date vs. expense date
- Fixed: Required changes for full compatibility with Kimai 1.14 (broken page-action links in detail pages)
- Fixed: Order of page-action buttons in line with other screens
- Fixed: Allow to import expenses from Kimai 1 into deactivated activities/projects/customers

## Version 1.18.1

Compatibility: requires minimum Kimai 1.12

- Fixed: API datetime expected localized datetime format

## Version 1.18

Compatibility: requires minimum Kimai 1.12

- Fixed: duplicating expenses will duplicate meta-fields as well
- Fixed: API pagination parameters were ignored (size & page)

## Version 1.17

Compatibility: requires minimum Kimai 1.12

- Added: invoice calculator to group expenses by category and timesheets by project
- Fixed: exporting expenses could fail, as the current time was used for start and end date
- Fixed: housekeeping - keep code clean and up2date

## Version 1.16

Compatibility: requires minimum Kimai 1.12

- Added: Include expense items in Kimai export module
- Added: Duplicate expense action in dropdown

## Version 1.15

Compatibility: requires minimum Kimai 1.11

- Added: Display custom-fields sorted by configured internal order
- Added: Export expense custom fields in Excel
- Added: Using bundle installer for unified workflow
- Fixed: Team permission check improvements
- Fixed: Composer 2 compatibility

## Version 1.14

Compatibility: requires minimum Kimai 1.10

- Fixes action dropdown links to filter expenses (multi-select support)
- Changed UI labels from "refundable" to "billable" (to match Kimai wording)
- Fixed group_by problem on some databases including pagination result size
- Use `view_all_data` permission instead of Admin assignment

## Version 1.13

Compatibility: requires minimum Kimai 1.9

- **Activates `view_expense` permission by default for user and teamleads** - if you don't want that: deactivate the permission before upgrading!
- Creates a default "Demo" category if none is existing yet (for new installations only)
- Allow to delete expense categories
    - Re-assign expenses to other category while deleting a category
- Reload list for first expense (on empty list)
- Added Hebrew translation - thanks @eransurg

## Version 1.12

Compatibility: requires minimum Kimai 1.9

- Support custom-fields for expenses
- Added checkbox for "exported" flag for users with `edit_exported_expense` permission
- Added phpstan for static code analysis (internal: no user feature)
- Fixed directory separator for installer on Windows
- Improved API definition (BC break: removed unused `end` field)

Database was changed, you need to run `bin/console kimai:bundle:expenses:install`.

## Version 1.11

Compatibility: requires minimum Kimai 1.9

- Support multi-select in search for: customer, project, activity
- Fix timezone issue in expenses listing
- Use same styles for pdf export than kimai core and fixed UTF-8 issue
- Added `edit_exported_expense` permission check to prevent unallowed edits/deletes of already exported expenses

## Version 1.10

Compatibility: requires minimum Kimai 1.7

- Allow empty activities in "grouped by activity" invoice calculator
- Fix permission issue for non-admins
- Optional display export column in listing

## Version 1.9

Compatibility: requires minimum Kimai 1.7

- Added "grouped by activity" invoice calculator that renders the description for expenses, instead of the activity name
- Fixed translation file names (plugin needs to be deleted before update!)

## Version 1.8.1

Compatibility: requires minimum Kimai 1.7

- Bugfix: cannot change start to a later date

Database columns are changed, you need to run `bin/console kimai:bundle:expenses:install`.

## Version 1.8

Compatibility: requires minimum Kimai 1.7

- Applying default permissions for all roles (check them if you update from a previous version)
- Added field for a "category help text" (which will be displayed behind the category name in the "edit/create expense" form)
- Bugfix: Always set the cost from the category, if the user is not allowed to set it manually (allows switching the category)
- Bugfix: Allow API usage from the docs page

## Version 1.7

Compatibility: requires minimum Kimai 1.7

- Required code changes to be compatible with Kimai 1.7
- Added export functionality in listing page for: PDF, HTML, CSV, Excel
- Added own permission section for "user roles & permission screen"

## Version 1.6

Compatibility: requires minimum Kimai 1.6.2

- Added command to import expenses from Kimai v1
- Removed end field, expenses have a fixed datetime only
- Activity field is now optional

## Version 1.5

Compatibility: requires minimum Kimai 1.6.2

- Support data limitation via getUser() for invoice data filter
- Replaced permission `view_expense_other` by `view_other_timesheet` (check your permission settings after update)
- Fix access for regular user with `view_other_timsheet` permission
- Invoices templates can distinguish between expenses and timesheets via `${entry.type}` (contains `expense`)
- Invoices templates can display the expense catgeory name via `${entry.category}`

## Version 1.4

Compatibility: requires minimum Kimai 1.6.1

- Show multiplier as amount (instead of 1) on invoices

## Version 1.3

Compatibility: requires minimum Kimai 1.6

- Support free search term
- Added API functions:
    - Get expense collection
    - Get expense entity
    - Create expense
    - Update expense
    - Delete expense
- Improve permission handling (auto register for ROLE_SUPER_ADMIN, as preparation for Kimai 1.6)

## Version 1.2

Compatibility: requires minimum Kimai 1.4

**ATTENTION** - when upgrading, you need to configure the new permissions!

- Respect team permissions
- Added new permissions: view_expense_other and edit_expense_cost
- Allow to set default cost on category
- Allow to hide entry based cost field to use only the pre-configured

## Version 1.1

Compatibility: requires minimum Kimai 1.4

- End-date is now optional
- Fixed duplicate index
- Fixed wrong version number
- API changes for Kimai 1.4

## Version 1.0

Compatibility: requires minimum Kimai 1.3

Initial release