diff options
Diffstat (limited to 'httemplate/view/cust_main/payment_history.html')
| -rw-r--r-- | httemplate/view/cust_main/payment_history.html | 428 |
1 files changed, 428 insertions, 0 deletions
diff --git a/httemplate/view/cust_main/payment_history.html b/httemplate/view/cust_main/payment_history.html new file mode 100644 index 000000000..ec99b8c54 --- /dev/null +++ b/httemplate/view/cust_main/payment_history.html @@ -0,0 +1,428 @@ +<% + my( $cust_main ) = @_; + my $custnum = $cust_main->custnum; + + my $conf = new FS::Conf; + + my @payby = grep /\w/, $conf->config('payby'); + #@payby = (qw( CARD DCRD CHEK DCHK LECB BILL CASH WEST COMP )) + @payby = (qw( CARD DCRD CHEK DCHK LECB BILL CASH COMP )) + unless @payby; + my %payby = map { $_=>1 } @payby; + + my $s = 0; + +%> + +<BR><BR><A NAME="history"><FONT SIZE="+2">Payment History</FONT></A><BR> + +<% if ( $payby{'BILL'} ) { %> + + <%= $s++ ? ' | ' : '' %> + <A HREF="<%= $p %>edit/cust_pay.cgi?payby=BILL;custnum=<%= $custnum %>">Post check payment</A> + +<% } %> + +<% if ( $payby{'CASH'} ) { %> + + <%= $s++ ? ' | ' : '' %> + <A HREF="<%= $p %>edit/cust_pay.cgi?payby=CASH;custnum=<%= $custnum %>">Post cash payment</A> + +<% } %> + +<% if ( $payby{'WEST'} ) { %> + + <%= $s++ ? ' | ' : '' %> + <A HREF="<%= $p %>edit/cust_pay.cgi?payby=WEST;custnum=<%= $custnum %>">Post Western Union payment</A> + +<% } %> + +<% if ( $payby{'CARD'} || $payby{'DCRD'} ) { %> + + <%= $s++ ? ' | ' : '' %> + <A HREF="<%= $p %>misc/payment.cgi?payby=CARD;custnum=<%= $custnum %>">Process credit card payment</A> + +<% } %> + +<% if ( $payby{'CHEK'} || $payby{'DCHK'} ) { %> + + <%= $s++ ? ' | ' : '' %> + <A HREF="<%= $p %>misc/payment.cgi?payby=CHEK;custnum=<%= $custnum %>">Process electronic check (ACH) payment</A> + +<% } %> + +<% if ( $payby{'MCRD'} ) { %> + + <%= $s++ ? ' | ' : '' %> + <A HREF="<%= $p %>edit/cust_pay.cgi?payby=MCRD;custnum=<%= $custnum %>">Post manual credit card payment</A> + +<% } %> + +<BR><A HREF="<%= $p %>edit/cust_credit.cgi?<%= $custnum %>">Post credit</A> +<BR> + +<% +#get payment history +my @history = (); + +#invoices +foreach my $cust_bill ($cust_main->cust_bill) { + my $pre = ( $cust_bill->owed > 0 ) + ? '<B><FONT SIZE="+1" COLOR="#FF0000">Open ' + : ''; + my $post = ( $cust_bill->owed > 0 ) ? '</FONT></B>' : ''; + my $invnum = $cust_bill->invnum; + push @history, { + 'date' => $cust_bill->_date, + 'desc' => qq!<A HREF="${p}view/cust_bill.cgi?$invnum">!. $pre. + "Invoice #$invnum (Balance \$". $cust_bill->owed. ')'. + $post. '</A>', + 'charge' => $cust_bill->charged, + }; +} + +#payments (some false laziness w/credits) +foreach my $cust_pay ($cust_main->cust_pay) { + + my $payby = $cust_pay->payby; + + my $payinfo; + if ( $payby eq 'CARD' ) { + $payinfo = $cust_pay->payinfo_masked; + } elsif ( $payby eq 'CHEK' && $cust_pay->payinfo =~ /^(\d+)\@(\d+)$/ ) { + $payinfo = "ABA $2, Acct# $1"; + } else { + $payinfo = $cust_pay->payinfo; + } + my @cust_bill_pay = $cust_pay->cust_bill_pay; + my @cust_pay_refund = $cust_pay->cust_pay_refund; + + my $target = "$payby$payinfo"; + $payby =~ s/^BILL$/Check #/ if $payinfo; + $payby =~ s/^CHEK$/Electronic check /; + $payby =~ s/^PREP$/Prepaid card /; + $payby =~ s/^CARD$/Credit card #/; + $payby =~ s/^COMP$/Complimentary by /; + $payby =~ s/^CASH$/Cash/; + $payby =~ s/^WEST$/Western Union/; + $payby =~ s/^MCRD$/Manual credit card/; + $payby =~ s/^BILL$//; + my $info = $payby ? " ($payby$payinfo)" : ''; + + my( $pre, $post, $desc, $apply, $ext ) = ( '', '', '', '', '' ); + if ( scalar(@cust_bill_pay) == 0 + && scalar(@cust_pay_refund) == 0 ) { + #completely unapplied + $pre = '<B><FONT COLOR="#FF0000">Unapplied '; + $post = '</FONT></B>'; + $apply = qq! (<A HREF="${p}edit/cust_bill_pay.cgi?!. + $cust_pay->paynum. '">apply</A>)'; + } elsif ( scalar(@cust_bill_pay) == 1 + && scalar(@cust_pay_refund) == 0 + && $cust_pay->unapplied == 0 ) { + #applied to one invoice, the usual situation + $desc = ' applied to Invoice #'. $cust_bill_pay[0]->invnum; + } elsif ( scalar(@cust_bill_pay) == 0 + && scalar(@cust_pay_refund) == 1 + && $cust_pay->unapplied == 0 ) { + #applied to one refund + $desc = ' refunded on '. time2str("%D", $cust_pay_refund[0]->_date); + } else { + #complicated + $desc = '<BR>'; + foreach my $app ( sort { $a->_date <=> $b->_date } + ( @cust_bill_pay, @cust_pay_refund ) ) { + if ( $app->isa('FS::cust_bill_pay') ) { + $desc .= ' '. + '$'. $app->amount. + ' applied to Invoice #'. $app->invnum. + '<BR>'; + #' on '. time2str("%D", $cust_bill_pay->_date). + } elsif ( $app->isa('FS::cust_pay_refund') ) { + $desc .= ' '. + '$'. $app->amount. + ' refunded on'. time2str("%D", $app->_date). + '<BR>'; + } else { + die "$app is not a FS::cust_bill_pay or FS::cust_pay_refund"; + } + } + if ( $cust_pay->unapplied > 0 ) { + $desc .= ' '. + '<B><FONT COLOR="#FF0000">$'. + $cust_pay->unapplied. ' unapplied</FONT></B>'. + qq! (<A HREF="${p}edit/cust_bill_pay.cgi?!. + $cust_pay->paynum. '">apply</A>)'. + '<BR>'; + } + } + + my $refund = ''; + my $refund_days = $conf->config('card_refund-days') || 120; + if ( $cust_pay->closed !~ /^Y/i + && $cust_pay->payby =~ /^(CARD|CHEK)$/ + && time-$cust_pay->_date < $refund_days*86400 + && $cust_pay->unrefunded > 0 + ) { + $refund = qq! (<A HREF="${p}edit/cust_refund.cgi?payby=$1;!. + qq!paynum=!. $cust_pay->paynum. '"'. + qq! TITLE="Send a refund for this payment to the payment gateway"!. + qq!>refund</A>)!; + } + + my $void = ''; + if ( $cust_pay->closed !~ /^Y/i + && ( $cust_pay->payby ne 'CARD' || $conf->exists('cc-void') ) + && ( $cust_pay->payby ne 'CHEK' || $conf->exists('echeck-void') ) + ) { + $void = qq! (<A HREF="javascript:areyousure('!. + qq!${p}misc/void-cust_pay.cgi?!. $cust_pay->paynum. + qq!', 'Are you sure you want to void this payment?')"!. + qq! TITLE="Void this payment from the database!. + ( $cust_pay->payby =~ /^(CARD|CHEK)$/ + ? ' (do not send anything to the payment gateway)' + : '' + ). '"'. + qq!>void</A>)!; + } + + my $delete = ''; + if ( $cust_pay->closed !~ /^Y/i && $conf->exists('deletepayments') ) { + $delete = qq! (<A HREF="javascript:areyousure('!. + qq!${p}misc/delete-cust_pay.cgi?!. $cust_pay->paynum. + qq!', 'Are you sure you want to delete this payment?')"!. + qq! TITLE="Delete this payment from the database completely - not recommended"!. + qq!>delete</A>)!; + } + + my $unapply = ''; + if ( $cust_pay->closed !~ /^Y/i + && $conf->exists('unapplypayments') + && scalar(@cust_bill_pay) ) { + $unapply = qq! (<A HREF="javascript:areyousure('!. + qq!${p}misc/unapply-cust_pay.cgi?!. $cust_pay->paynum. + qq!', 'Are you sure you want to unapply this payment?')"!. + qq! TITLE="Keep this payment, but dissociate it from the invoices it is currently applied against"!. + qq!>unapply</A>)!; + } + + push @history, { + 'date' => $cust_pay->_date, + 'desc' => $pre. "Payment$post$info$desc". + "$apply$refund$void$delete$unapply", + 'payment' => $cust_pay->paid, + 'target' => $target, + }; +} + +#voided payments +foreach my $cust_pay_void ($cust_main->cust_pay_void) { + + my $payby = $cust_pay_void->payby; + my $payinfo = $payby eq 'CARD' + ? $cust_pay_void->payinfo_masked + : $cust_pay_void->payinfo; + + $payby =~ s/^BILL$/Check #/ if $payinfo; + $payby =~ s/^CHEK$/Electronic check /; + $payby =~ s/^BILL$//; + $payby =~ s/^(CARD|COMP)$/$1 /; + my $info = $payby ? " ($payby$payinfo)" : ''; + + my $unvoid = ''; + if ( $cust_pay_void->closed !~ /^Y/i && $conf->exists('unvoid') ) { + $unvoid = qq! (<A HREF="javascript:areyousure('!. + qq!${p}misc/unvoid-cust_pay_void.cgi?!. $cust_pay_void->paynum. + qq!', 'Are you sure you want to unvoid this payment?')"!. + qq! TITLE="Unvoid this payment from the database!. + ( $cust_pay_void->payby =~ /^(CARD|CHEK)$/ + ? ' (do not send anything to the payment gateway)' + : '' + ). '"'. + qq!>unvoid</A>)!; + } + + push @history, { + 'date' => $cust_pay_void->_date, + 'desc' => "<DEL>Payment $info</DEL> <I>voided ". + time2str("%D", $cust_pay_void->void_date). + " by ". $cust_pay_void->otaker. '</i>'. $unvoid, + 'void_payment' => $cust_pay_void->paid, + }; + +} + +#credits (some false laziness w/payments) +foreach my $cust_credit ($cust_main->cust_credit) { + + my @cust_credit_bill = $cust_credit->cust_credit_bill; + my @cust_credit_refund = $cust_credit->cust_credit_refund; + + my( $pre, $post, $desc, $apply, $ext ) = ( '', '', '', '', '' ); + if ( scalar(@cust_credit_bill) == 0 + && scalar(@cust_credit_refund) == 0 ) { + #completely unapplied + $pre = '<B><FONT COLOR="#FF0000">Unapplied '; + $post = '</FONT></B>'; + $apply = qq! (<A HREF="${p}edit/cust_credit_bill.cgi?!. + $cust_credit->crednum. '">apply</A>)'; + } elsif ( scalar(@cust_credit_bill) == 1 + && scalar(@cust_credit_refund) == 0 + && $cust_credit->credited == 0 ) { + #applied to one invoice, the usual situation + $desc = ' applied to Invoice #'. $cust_credit_bill[0]->invnum; + } elsif ( scalar(@cust_credit_bill) == 0 + && scalar(@cust_credit_refund) == 1 + && $cust_credit->credited == 0 ) { + #applied to one refund + $desc = ' refunded on '. time2str("%D", $cust_credit_refund[0]->_date); + } else { + #complicated + $desc = '<BR>'; + foreach my $app ( sort { $a->_date <=> $b->_date } + ( @cust_credit_bill, @cust_credit_refund ) ) { + if ( $app->isa('FS::cust_credit_bill') ) { + $desc .= ' '. + '$'. $app->amount. + ' applied to Invoice #'. $app->invnum. + '<BR>'; + #' on '. time2str("%D", $app->_date). + } elsif ( $app->isa('FS::cust_credit_refund') ) { + $desc .= ' '. + '$'. $app->amount. + ' refunded on'. time2str("%D", $app->_date). + '<BR>'; + } else { + die "$app is not a FS::cust_credit_bill or a FS::cust_credit_refund"; + } + } + if ( $cust_credit->credited > 0 ) { + $desc .= ' <B><FONT COLOR="#FF0000">$'. + $cust_credit->credited. ' unapplied</FONT></B>'. + qq! (<A HREF="${p}edit/cust_credit_bill.cgi?!. + $cust_credit->crednum. '">apply</A>)'. + '<BR>'; + } + } +# + my $delete = ''; + if ( $cust_credit->closed !~ /^Y/i && $conf->exists('deletecredits') ) { + $delete = qq! (<A HREF="javascript:areyousure('!. + qq!${p}misc/delete-cust_credit.cgi?!. $cust_credit->crednum. + qq!', 'Are you sure you want to delete this credit?')">!. + qq!delete</A>)!; + } + + my $unapply = ''; + if ( $cust_credit->closed !~ /^Y/i + && $conf->exists('unapplycredits') + && scalar(@cust_credit_bill) ) { + $unapply = qq! (<A HREF="javascript:areyousure('!. + qq!${p}misc/unapply-cust_credit.cgi?!. $cust_credit->crednum. + qq!', 'Are you sure you want to unapply this credit?')">!. + qq!unapply</A>)!; + } + + push @history, { + 'date' => $cust_credit->_date, + 'desc' => $pre. "Credit$post by ". $cust_credit->otaker. + ( $cust_credit->reason + ? ' ('. $cust_credit->reason. ')' + : '' + ). + "$desc$apply$delete$unapply", + 'credit' => $cust_credit->amount, + }; + +} + +#refunds +foreach my $cust_refund ($cust_main->cust_refund) { + + my $payby = $cust_refund->payby; + my $payinfo = $payby eq 'CARD' + ? $cust_refund->payinfo_masked + : $cust_refund->payinfo; + + $payby =~ s/^BILL$/Check #/ if $payinfo; + $payby =~ s/^CHEK$/Electronic check /; + $payby =~ s/^(CARD|COMP)$/$1 /; + + push @history, { + 'date' => $cust_refund->_date, + 'desc' => "Refund ($payby$payinfo) by ". $cust_refund->otaker, + 'refund' => $cust_refund->refund, + }; + +} + +%> + +<%= table() %> +<TR> + <TH>Date</TH> + <TH>Description</TH> + <TH><FONT SIZE=-1>Charge</FONT></TH> + <TH><FONT SIZE=-1>Payment</FONT></TH> + <TH><FONT SIZE=-1>In-house<BR>Credit</FONT></TH> + <TH><FONT SIZE=-1>Refund</FONT></TH> + <TH><FONT SIZE=-1>Balance</FONT></TH> +</TR> + +<% +#display payment history + +my %target; +my $balance = 0; +foreach my $item ( sort { $a->{'date'} <=> $b->{'date'} } @history ) { + + my $charge = exists($item->{'charge'}) + ? sprintf('$%.2f', $item->{'charge'}) + : ''; + my $payment = exists($item->{'payment'}) + ? sprintf('- $%.2f', $item->{'payment'}) + : ''; + $payment ||= sprintf('<DEL>- $%.2f</DEL>', $item->{'void_payment'}) + if exists($item->{'void_payment'}); + my $credit = exists($item->{'credit'}) + ? sprintf('- $%.2f', $item->{'credit'}) + : ''; + my $refund = exists($item->{'refund'}) + ? sprintf('$%.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 $showbalance = '$'. $balance ) =~ s/^\$\-/- \$/; + +%> + + <TR> + <TD> + <% unless ( !$target || $target{$target}++ ) { %> + <A NAME="<%= $target %>"> + <% } %> + <%= time2str("%D",$item->{'date'}) %> + <% if ( $target && $target{$target} == 1 ) { %> + </A> + <% } %> + </FONT> + </TD> + <TD><%= $item->{'desc'} %></TD> + <TD ALIGN="right"><%= $charge %></TD> + <TD ALIGN="right"><%= $payment %></TD> + <TD ALIGN="right"><%= $credit %></TD> + <TD ALIGN="right"><%= $refund %></TD> + <TD ALIGN="right"><%= $showbalance %></TD> + </TR> + +<% } %> + +</TABLE> + |