pohoda-digest

pohoda-digest

Analytics and reporting tool for Pohoda accounting

console applicationSystemConsoleOnly
Install
apt install pohoda-digest
Description

Pohoda-Digest is a comprehensive analytics and reporting tool for Money S3 and Pohoda accounting systems. It generates detailed financial reports, monitors business metrics, and provides insights through various modules. Features: * Integration with Money S3/Pohoda via mServer * Modular analytics system * HTML reports with multiple themes * Command-line interface for automation * Cron-ready for scheduled reporting * Outcoming invoices analysis * Customer debt monitoring Install or update MultiFlexi app JSON definitions for Pohoda-Digest analytics tools into MultiFlexi environment. This package provides MultiFlexi integration for all Pohoda-Digest time periods including daily, weekly, monthly, yearly and all-time digests. * Customizable report generation

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Pohoda-Digest

Pohoda-Digest Packaging: deb

Periodical business digest for Stormware Pohoda accounting system. Collects data via the PHP-Pohoda-Connector (mServer), runs analytics modules from vitexsoftware/digest-modules, and outputs Markdown, HTML, or PDF reports.

Architecture

vitexsoftware/pohoda-digest  (this package)
  src/DataProvider/PohodaDataProvider.php   โ€” Pohoda mServer โ†’ neutral schema
  src/PohodaDigestor.php                    โ€” wires provider + modules + renderer
  src/Mailer.php                            โ€” sends digest by email

vitexsoftware/digest-modules
  src/Modules/*.php                         โ€” system-agnostic analytics modules

vitexsoftware/digest-renderer
  src/                                      โ€” Markdown/HTML/PDF rendering

PohodaDataProvider (namespace VitexSoftware\PohodaDigest\DataProvider) implements DataProviderInterface from vitexsoftware/digest-modules. It translates neutral FILTER_* conditions into Pohoda mServer API calls, applies post-filters for conditions the API cannot handle server-side, and normalizes raw mServer records to the neutral FIELD_* schema.

Features

  • System-agnostic modules โ€” uses the same analytics modules as AbraFlexi-Digest
  • Multiple output formats โ€” Markdown, HTML, PDF (via DigestRenderer)
  • Email delivery โ€” Symfony Mailer integration
  • MultiFlexi ready โ€” runs as a MultiFlexi application

Installation

composer require vitexsoftware/pohoda-digest

Or via Debian package:

wget -qO- https://repo.vitexsoftware.com/KEY.gpg | sudo tee /etc/apt/trusted.gpg.d/vitexsoftware.gpg
echo "deb [signed-by=/etc/apt/trusted.gpg.d/vitexsoftware.gpg] https://repo.vitexsoftware.com $(lsb_release -sc) main" | sudo tee /etc/apt/sources.list.d/vitexsoftware.list
sudo apt update
sudo apt install pohoda-digest

After installation:

  • pohoda-daydigest โ€” digest for one day
  • pohoda-weekdigest โ€” digest for one week
  • pohoda-monthdigest โ€” digest for one month
  • pohoda-yeardigest โ€” digest for one year
  • pohoda-alltimedigest โ€” digest for all time

Configuration

Create /etc/pohoda/.env (or pass path as first CLI argument):

POHODA_URL="http://your-pohoda-server:58002"
POHODA_ICO="12345678"
POHODA_USERNAME="api"
POHODA_PASSWORD="your-password"

EASE_LOGGER="syslog|mail|console"
DIGEST_MAILTO="info@yourdomain.net"
DIGEST_FROM="noreply@yourdomain.net"
OUTPUT_FORMAT="html"
DIGEST_SAVETO="/var/tmp/"

Programmatic usage

<?php
use VitexSoftware\DigestModules\Core\ModuleRunner;
use VitexSoftware\DigestModules\Modules\Debtors;
use VitexSoftware\DigestModules\Modules\OutcomingInvoices;
use VitexSoftware\PohodaDigest\DataProvider\PohodaDataProvider;

$provider = new PohodaDataProvider([
    'url'      => 'http://pohoda.example.com:58002',
    'username' => 'api',
    'password' => 'secret',
    'ico'      => '12345678',
]);

$runner = new ModuleRunner($provider);
$runner->addModule('outcoming_invoices', new OutcomingInvoices());
$runner->addModule('debtors', new Debtors());

$period = new \DatePeriod(
    new \DateTime('first day of last month'),
    new \DateInterval('P1M'),
    new \DateTime('first day of this month'),
);

$result = $runner->run($period);

// Or use the high-level PohodaDigestor:
use VitexSoftware\PohodaDigest\PohodaDigestor;

$digestor = new PohodaDigestor('Monthly Digest');
$digestor->registerModules('monthly');
echo $digestor->generate($period, 'html');

Available modules

All modules from vitexsoftware/digest-modules are supported:

  • OutcomingInvoices โ€” issued invoices in the period
  • IncomingInvoices โ€” received invoices in the period
  • IncomingPayments โ€” bank receipts in the period
  • OutcomingPayments โ€” bank outflows in the period
  • Debtors โ€” all overdue unpaid receivables
  • UnmatchedInvoices โ€” issued invoices not matched to a payment
  • UnmatchedPayments โ€” bank movements not matched to an invoice
  • WaitingIncome โ€” proforma invoices awaiting settlement
  • WaitingPayments โ€” invoices awaiting payment
  • NewCustomers โ€” contacts created in the period
  • Reminds โ€” invoices with pending payment reminders
  • BestSellers โ€” top products/services sold in the period
  • WithoutEmail โ€” contacts missing an email address
  • WithoutTel โ€” contacts missing a phone number
  • AllTime\PurchasePriceLowerThanSales โ€” products sold below purchase price

MultiFlexi Integration

sudo apt install multiflexi-pohoda-digest

Supported environment variables per app:

Variable Description
POHODA_URL Pohoda mServer URL
POHODA_ICO Company IฤŒO
POHODA_USERNAME API username
POHODA_PASSWORD API password
THEME Report theme (bootstrap or email)
DIGEST_MAILTO Send digest to this address
OUTPUT_FORMAT html, md, or pdf
DIGEST_SAVETO Save output file to this path

See also

License

MIT

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