X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fview%2Fcust_main%2Fpayment_history.html;h=458469cb16799500ff0dbbb38aeb00f0708e54dc;hp=2ac3f2633b10b6d543d2c07dbc6b90f4891450ef;hb=3e9a428cbc8abd4af6fea8eb828126519b43198b;hpb=40a7b3dc653e099f7bd0bd762b649b04c4432db2 diff --git a/httemplate/view/cust_main/payment_history.html b/httemplate/view/cust_main/payment_history.html index 2ac3f2633..458469cb1 100644 --- a/httemplate/view/cust_main/payment_history.html +++ b/httemplate/view/cust_main/payment_history.html @@ -1,159 +1,6 @@ -%# payment links - -% my $s = 0; -% if ( $payby{'BILL'} && $curuser->access_right('Post payment') ) { - <% $s++ ? ' | ' : '' %> - <% include('/elements/popup_link-cust_main.html', - 'label' => 'Enter check payment', - 'action' => "${p}edit/cust_pay.cgi?popup=1;payby=BILL", - 'cust_main' => $cust_main, - 'actionlabel' => 'Enter check payment', - 'width' => 392, - #default# 'height' => 336, - ) - %> -% } - -% if ( $payby{'CASH'} && $curuser->access_right('Post payment') ) { - <% $s++ ? ' | ' : '' %> - <% include('/elements/popup_link-cust_main.html', - 'label' => 'Enter cash payment', - 'action' => "${p}edit/cust_pay.cgi?popup=1;payby=CASH", - 'cust_main' => $cust_main, - 'actionlabel' => 'Enter cash payment', - 'width' => 392, - #default# 'height' => 336, - ) - %> -% } - -% if ( $payby{'WEST'} && $curuser->access_right('Post payment') ) { - <% $s++ ? ' | ' : '' %> - Enter Western Union payment -% } - -% if ( ( $payby{'CARD'} || $payby{'DCRD'} ) -% && $curuser->access_right('Process payment') -% && ! $cust_main->is_encrypted($cust_main->payinfo) -% ) { - <% $s++ ? ' | ' : '' %> - Process credit card payment -% } - -% if ( ( $payby{'CHEK'} || $payby{'DCHK'} ) -% && $curuser->access_right('Process payment') -% && ! $cust_main->is_encrypted($cust_main->payinfo) -% ) { - <% $s++ ? ' | ' : '' %> - Process electronic check (ACH) payment -% } - -% if ( $payby{'MCRD'} && $curuser->access_right('Post payment') ) { - <% $s++ ? ' | ' : '' %> - Post manual (offline/POS) credit card payment -% } - -
- -%# credit link - -% if ( $curuser->access_right('Post credit') ) { - <% include('/elements/popup_link-cust_main.html', - 'label' => 'Enter credit', - 'action' => "${p}edit/cust_credit.cgi", - 'cust_main' => $cust_main, - 'actionlabel' => 'Enter credit', - 'width' => 392, - #default# 'height' => 336, - ) - %> -
-% } - -%# refund links - -% $s = 0; -% if ( $payby{'BILL'} && $curuser->access_right('Post refund') ) { - <% $s++ ? ' | ' : '' %> - <% include('/elements/popup_link-cust_main.html', - 'label' => 'Enter check refund', - 'action' => "${p}edit/cust_refund.cgi?popup=1;payby=BILL", - 'cust_main' => $cust_main, - 'actionlabel' => 'Enter check refund', - 'width' => 392, - #default# 'height' => 336, - ) - %> -% } - -% if ( $payby{'CASH'} && $curuser->access_right('Post refund') ) { - <% $s++ ? ' | ' : '' %> - <% include('/elements/popup_link-cust_main.html', - 'label' => 'Enter cash refund', - 'action' => "${p}edit/cust_refund.cgi?popup=1;payby=CASH", - 'cust_main' => $cust_main, - 'actionlabel' => 'Enter cash refund', - 'width' => 392, - #default# 'height' => 336, - ) - %> -% } - -%# someday, perhaps. very few gateways let you do unlinked refunds at all. -%# Authorize.net makes you sign a special form -%# -%# % if ( ( $payby{'CARD'} || $payby{'DCRD'} ) -%# % && $curuser->access_right('Process refund') -%# % && ! $cust_main->is_encrypted($cust_main->payinfo) -%# % ) { -%# <% $s++ ? ' | ' : '' %> -%# Process credit card refund -%# % } -%# -%# % if ( ( $payby{'CHEK'} || $payby{'DCHK'} ) -%# % && $curuser->access_right('Process refund') -%# % && ! $cust_main->is_encrypted($cust_main->payinfo) -%# % ) { -%# <% $s++ ? ' | ' : '' %> -%# Process electronic check (ACH) refund -%# % } - -% if ( $payby{'MCRD'} && $curuser->access_right('Post refund') ) { - <% $s++ ? ' | ' : '' %> - Post manual (offline/POS) credit card refund -% } - -
- -%# tax exemption link - -% my $view_exemptions = $curuser->access_right('View customer tax exemptions'); -% my $add_adjustment = ( $conf->exists('enable_tax_adjustments') -% && $curuser->access_right('Add customer tax adjustment') -% ); -% if ( $view_exemptions || $add_adjustment ) { - -% if ( $view_exemptions ) { - View tax exemptions - <% $add_adjustment ? '|' : '' %> -% } - -% if ( $add_adjustment ) { - <% include('/elements/popup_link.html', { - 'action' => $p.'edit/cust_tax_adjustment.html?custnum='. $cust_main->custnum, - 'label' => 'Add tax adjustment', - 'actionlabel' => 'Add tax adjustment', - #'color' => '#333399', - #'width' => 763, - 'height' => 200, - }) - %> - | - View tax adjustments -% } - -
-% } + + + + + + - - - - - - - + + + + + + + + %#display payment history -%my $money_char = $conf->config('money_char') || '$'; -% -%sub balance_forward_row { -% my( $b, $date, $money_char ) = @_; -% ( my $balance_forward = $money_char. $b ) =~ s/^\$\-/- \$/; - - - - - - - - - - - - - -%} -% -%my $balance = 0; %my %target = (); % -%my $years = $conf->config('payment_history-years') || 2; -%my $older_than = time - $years * 31556736; #60*60*24*365.24 %my $hidden = 0; %my $seen = 0; %my $old_history = 0; %my $lastdate = 0; % -%foreach my $item ( sort { $a->{'date'} <=> $b->{'date'} } @history ) { +%foreach my $item ( @history ) { % % $lastdate = $item->{'date'}; % -% my $display; -% if ( $item->{'date'} < $older_than ) { +% my $display = ''; +% if ( $item->{'hide'} ) { % $display = ' STYLE="display:none" '; -% $hidden = 1; -% } else { -% -% $display = ''; -% -% if ( $hidden && ! $seen++ ) { -% balance_forward_row($balance, $item->{'date'}, $money_char); -% } -% % } % % if ( $bgcolor eq $bgcolor1 ) { @@ -258,7 +66,11 @@ % % my $charge = exists($item->{'charge'}) % ? sprintf("$money_char\%.2f", $item->{'charge'}) -% : ''; +% : exists($item->{'charge_nobal'}) +% ? sprintf("$money_char\%.2f", $item->{'charge_nobal'}) +% : exists($item->{'void_charge'}) +% ? sprintf("$money_char\%.2f", $item->{'void_charge'}) +% : ''; % % my $payment = exists($item->{'payment'}) % ? sprintf("- $money_char\%.2f", $item->{'payment'}) @@ -273,31 +85,28 @@ % ? sprintf("- $money_char\%.2f", $item->{'credit'}) % : ''; % +% $credit ||= sprintf( "- $money_char\%.2f", +% $item->{'void_credit'} +% ) +% if exists($item->{'void_credit'}); +% % my $refund = exists($item->{'refund'}) % ? sprintf("$money_char\%.2f", $item->{'refund'}) % : ''; % % my $target = exists($item->{'target'}) ? $item->{'target'} : ''; % -% $balance += $item->{'charge'} if exists $item->{'charge'}; -% $balance -= $item->{'payment'} if exists $item->{'payment'}; -% $balance -= $item->{'credit'} if exists $item->{'credit'}; -% $balance += $item->{'refund'} if exists $item->{'refund'}; -% $balance = sprintf("%.2f", $balance); -% $balance =~ s/^\-0\.00$/0.00/; #yay ieee fp -% ( my $showbalance = $money_char. $balance ) =~ s/^\$\-/- \$/; -% -% - +% my $showbalance = $money_char . $item->{'balance'}; +% $showbalance =~ s/^\$\-/- \$/; > - - - - - - -% } -%if ( scalar(@history) && $hidden && ! $seen++ ) { -% balance_forward_row($balance, $lastdate, $money_char); -%} +% if ( $item->{'balance_forward'} ) { +<& .balance_forward_row, $item->{'balance'}, $item->{'date'} &> +% } +%} # foreach $item
%# batched payment links @@ -161,93 +8,54 @@ % && $curuser->access_right('View customer batched payments') % ) % { - View batched payments: + <% mt('View batched payments:') |h %> % foreach my $status (qw( Queued In-transit Complete All )) { - <% $status %> + <% mt($status) |h %> <% $status ne 'All' ? '|' : '' %> % }
% } -%# pending payment links - -% if ( $curuser->access_right('View customer pending payments') -% && scalar($cust_main->cust_pay_pending) -% ) -% { - View pending payments
-% } +
%# and now the table -<% include("/elements/table-grid.html") %> +<& /elements/table-grid.html &> % my $bgcolor1 = '#eeeeee'; % my $bgcolor2 = '#ffffff'; % my $bgcolor = ''; +
DateDescriptionInvoicePaymentIn-house
Credit		RefundBalance<% mt('Date') |h %><% mt('Description') |h %><% mt('Invoice') |h %><% mt('Payment') |h %><% mt('In-house Credit') |h %><% mt('Refund') |h %><% mt('Balance') |h %>
- <% time2str("%D",$date) %> - - Starting balance on <% time2str("%D",$date) %> - (show prior history) - <% $balance_forward %>
+ % unless ( !$target || $target{$target}++ ) { % } - <% time2str("%D",$item->{'date'}) %> + <% time2str($date_format, $item->{'date'}) %> % if ( $target && $target{$target} == 1 ) { @@ -308,29 +117,32 @@ <% $item->{'desc'} %> + <% $charge %> + <% $payment %> + <% $credit %> + <% $refund %> + <% $showbalance %>
+ + + +<%def .balance_forward_row> +% my( $b, $date ) = @_; +% ( my $balance_forward = $money_char. $b ) =~ s/^\$\-/- \$/; + + + + <% time2str($date_format, $date) %> + + + + <% mt("Starting balance on [_1]", time2str($date_format, $date) ) |h %> + (<% mt('show prior history') |h %>) + + + + + + + <% $balance_forward %> + + +<%shared> +my $conf = new FS::Conf; +my $date_format = $conf->config('date_format') || '%m/%d/%Y'; +my $money_char = $conf->config('money_char') || '$'; + <%init> my( $cust_main ) = @_; my $custnum = $cust_main->custnum; -my $conf = new FS::Conf; - my $curuser = $FS::CurrentUser::CurrentUser; my @payby = grep /\w/, $conf->config('payby'); @@ -375,27 +211,79 @@ my %status = ( my @history = (); my %opt = ( + + #config ( map { $_ => scalar($conf->config($_)) } - qw( card_refund-days ) + qw( card_refund-days date_format ) ), ( map { $_ => $conf->exists($_) } - qw( deleteinvoices deletepayments deleterefunds pkg-balances ) - ) + qw( deleteinvoices deletepayments deleterefunds pkg-balances + cust_credit_bill_pkg-manual cust_bill_pay_pkg-manual + ) + ), + 'money_char ' => $money_char, + + #rights + ( map { $_ => $curuser->access_right($_) } + ( + 'View invoices', 'Void invoices', 'Unvoid invoices', 'Delete invoices', + 'Apply payment', 'Refund credit card payment', 'Refund Echeck payment', + 'Credit card void', 'Echeck void', 'Void payments', 'Unvoid payments', + 'Delete payment', 'Unapply payment', + 'Apply credit', 'Delete credit', 'Unapply credit', 'Void credit', 'Unvoid credit', + 'Delete refund', + 'Billing event reports', 'View customer billing events', + ) + ), + + #customer information + 'total_owed' => $cust_main->total_owed, + 'total_unapplied_refunds' => $cust_main->total_unapplied_refunds, ); +$opt{'date_format'} ||= '%m/%d/%Y'; + +#legacy invoices +foreach my $legacy_cust_bill ($cust_main->legacy_cust_bill) { + push @history, { + 'date' => $legacy_cust_bill->_date, + 'order' => 1, + 'num' => $legacy_cust_bill->legacyid, + 'desc' => include('payment_history/legacy_invoice.html', $legacy_cust_bill, %opt ), + 'charge_nobal' => $legacy_cust_bill->charged, + }; +} + #invoices +my $num_cust_bill = 0; foreach my $cust_bill ($cust_main->cust_bill) { push @history, { 'date' => $cust_bill->_date, + 'order' => 1, + 'num' => $cust_bill->invnum, 'desc' => include('payment_history/invoice.html', $cust_bill, %opt ), 'charge' => $cust_bill->charged, }; + $num_cust_bill++; +} + +#voided invoices +foreach my $cust_bill_void ($cust_main->cust_bill_void) { + push @history, { + 'date' => $cust_bill_void->_date, + 'order' => 0, + 'num' => $cust_bill_void->invnum, + 'desc' => include('payment_history/voided_invoice.html', $cust_bill_void, %opt ), + 'void_charge' => $cust_bill_void->charged, + }; } #statements foreach my $cust_statement ($cust_main->cust_statement) { push @history, { 'date' => $cust_statement->_date, + 'order' => 2, + 'num' => $cust_statement->statementnum, 'desc' => include('payment_history/statement.html', $cust_statement, %opt ), #'charge' => $cust_bill->charged, }; @@ -405,26 +293,80 @@ foreach my $cust_statement ($cust_main->cust_statement) { foreach my $cust_pay ($cust_main->cust_pay) { push @history, { 'date' => $cust_pay->_date, + 'order' => 6, + 'num' => $cust_pay->paynum, 'desc' => include('payment_history/payment.html', $cust_pay, %opt ), 'payment' => $cust_pay->paid, #'target' => $target, #XXX }; } +#pending payments +foreach my $cust_pay_pending ($cust_main->cust_pay_pending) { + push @history, { + 'date' => $cust_pay_pending->_date, + 'order' => 4, + 'num' => $cust_pay_pending->paypendingnum, + 'desc' => include('payment_history/pending_payment.html', $cust_pay_pending, %opt ), + 'void_payment' => $cust_pay_pending->paid, + }; +} + + #voided payments foreach my $cust_pay_void ($cust_main->cust_pay_void) { push @history, { 'date' => $cust_pay_void->_date, + 'order' => 3, + 'num' => $cust_pay_void->paynum, 'desc' => include('payment_history/voided_payment.html', $cust_pay_void, %opt ), 'void_payment' => $cust_pay_void->paid, }; } +#voided credits +foreach my $cust_credit_void ($cust_main->cust_credit_void) { + push @history, { + 'date' => $cust_credit_void->_date, + 'order' => 7, + 'num' => $cust_credit_void->paynum, + 'desc' => include('payment_history/voided_credit.html', $cust_credit_void, %opt ), + 'void_credit' => $cust_credit_void->amount, + }; +} + +#declined payments +foreach my $cust_pay_pending ($cust_main->cust_pay_pending_attempt) { + push @history, { + 'date' => $cust_pay_pending->_date, + 'order' => 5, + 'num' => $cust_pay_pending->paypendingnum, + 'desc' => include('payment_history/attempted_payment.html', $cust_pay_pending, %opt ), + 'void_payment' => $cust_pay_pending->paid, #?? + #'target' => $target, #XXX + }; +} +#declined batch payments +foreach my $cust_pay_batch ( + $cust_main->cust_pay_batch(hashref => {status => 'Declined'}) +) { + my $pay_batch = $cust_pay_batch->pay_batch; + push @history, { + 'date' => $pay_batch->upload, + 'order' => 5, + 'num' => $cust_pay_batch->paybatchnum, + 'desc' => include('payment_history/attempted_batch_payment.html', $cust_pay_batch, %opt), + 'void_payment' => $cust_pay_batch->amount, + }; +} + #credits (some false laziness w/payments) foreach my $cust_credit ($cust_main->cust_credit) { push @history, { 'date' => $cust_credit->_date, + 'order' => 8, + 'num' => $cust_credit->crednum, 'desc' => include('payment_history/credit.html', $cust_credit, %opt ), 'credit' => $cust_credit->amount, }; @@ -435,10 +377,113 @@ foreach my $cust_credit ($cust_main->cust_credit) { foreach my $cust_refund ($cust_main->cust_refund) { push @history, { 'date' => $cust_refund->_date, - 'desc' => include('payment_history/refund.html', $cust_refund), + 'order' => 9, + 'num' => $cust_refund->refundnum, + 'desc' => include('payment_history/refund.html', $cust_refund, %opt), 'refund' => $cust_refund->refund, }; } +# sort in forward order first, and calculate running balances +my $years = $conf->config('payment_history-years') || 2; +my $older_than = time - $years * 31556926; #60*60*24*365.2422 +my $balance = 0; + +@history = sort { $a->{date} <=> $b->{date} + or $a->{order} <=> $b->{order} + or $a->{num} <=> $b->{num} + } + @history; + +my $i = 0; +my $balance_forward; +foreach my $item (@history) { + $balance += $item->{'charge'} if exists $item->{'charge'}; + $balance -= $item->{'payment'} if exists $item->{'payment'}; + $balance -= $item->{'credit'} if exists $item->{'credit'}; + $balance += $item->{'refund'} if exists $item->{'refund'}; + $balance = sprintf("%.2f", $balance); + $balance =~ s/^\-0\.00$/0.00/; + $item->{'balance'} = $balance; + + if ( $item->{'date'} < $older_than ) { + $item->{'hide'} = 1; + } elsif ( $history[$i-1]->{'hide'} ) { + # this is the end of the hidden section + $history[$i-1]->{'balance_forward'} = 1; + } + $i++; +} +if ( @history and $history[-1]->{'hide'} ) { + # then everything is hidden + $history[-1]->{'balance_forward'} = 1; +} + +# then sort in user-pref order +if ( $curuser->option('history_order') eq 'newest' ) { + @history = sort { $b->{date} <=> $a->{date} + or $b->{order} <=> $a->{order} #or still forward here? + or $b->{num} <=> $a->{num} + } + @history; +} # else it's already oldest-first, and there are no other options yet + +sub translate_payby { + my ($payby,$payinfo) = (shift,shift); + my %payby = ( + FS::payby->payby2shortname, + BILL => $payinfo ? emt('Check #') : '', + CHEK => emt('Electronic check '), + PREP => emt('Prepaid card '), + CARD => emt('Credit card #'), + COMP => emt('Complimentary by '), + #CASH => emt('Cash'), + #WEST => emt('Western Union'), + #MCRD => emt('Manual credit card'), + ); + $payby = (exists $payby{$payby}) ? $payby{$payby} : $payby; + $payby; +}; + +sub translate_payby_refund { + my ($payby,$payinfo) = (shift,shift); + my %payby = ( + FS::payby->payby2shortname, + BILL => $payinfo ? emt('Check #') : emt('Check'), + CHEK => emt('Electronic check '), + CARD => emt('Credit card #'), + COMP => emt('Complimentary by '), + ); + $payby = (exists $payby{$payby}) ? $payby{$payby} : $payby; + $payby; +}; + +sub translate_payinfo { + my $object = shift; + my $payby = $object->payby; + my $payinfo = $object->payinfo; + + if ( $payby eq 'CARD' ) { + $payinfo = $object->paymask; + } elsif ( $payby eq 'CHEK' ) { + #false laziness w/payinfo_Mixin::payby_payinfo_pretty, should use that + my( $account, $aba ) = split('@', $object->paymask ); + if ( $aba =~ /^(\d{5})\.(\d{3})$/ ) { #blame canada + my($branch, $routing) = ($1, $2); + $payinfo = emt("Routing [_1], Branch [_2], Acct [_3]", + $routing, $branch, $account); + } else { + $payinfo = emt("Routing [_1], Acct [_2]", $aba, $account); + } + } + + ($payby,$payinfo); +} + +sub areyousure_link { + my ($url,$msg,$title,$label) = (shift,shift,shift,shift); + ' ('.$label.')'; +} +