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-rw-r--r--httemplate/view/cust_main/payment_history.html240
1 files changed, 187 insertions, 53 deletions
diff --git a/httemplate/view/cust_main/payment_history.html b/httemplate/view/cust_main/payment_history.html
index f0cd993ff..aef5fb8f8 100644
--- a/httemplate/view/cust_main/payment_history.html
+++ b/httemplate/view/cust_main/payment_history.html
@@ -4,6 +4,8 @@
my $conf = new FS::Conf;
+ my $curuser = $FS::CurrentUser::CurrentUser;
+
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 ))
@@ -16,53 +18,63 @@
<BR><BR><A NAME="history"><FONT SIZE="+2">Payment History</FONT></A><BR>
-<% if ( $payby{'BILL'} ) { %>
+<% if ( $payby{'BILL'} && $curuser->access_right('Post payment') ) { %>
<%= $s++ ? ' | ' : '' %>
- <A HREF="<%= $p %>edit/cust_pay.cgi?payby=BILL;custnum=<%= $custnum %>">Post check payment</A>
+ <A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('<%= $p %>edit/cust_pay.cgi?popup=1;payby=BILL;custnum=<%= $custnum %>', 392, 336, 'cust_pay_popup' ), CAPTION, 'Enter check payment', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">Enter check payment</A>
<% } %>
-<% if ( $payby{'CASH'} ) { %>
+<% if ( $payby{'CASH'} && $curuser->access_right('Post payment') ) { %>
<%= $s++ ? ' | ' : '' %>
- <A HREF="<%= $p %>edit/cust_pay.cgi?payby=CASH;custnum=<%= $custnum %>">Post cash payment</A>
+ <A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('<%= $p %>edit/cust_pay.cgi?popup=1;payby=CASH;custnum=<%= $custnum %>', 392, 336, 'cust_pay_popup' ), CAPTION, 'Enter cash payment', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">Enter cash payment</A>
<% } %>
-<% if ( $payby{'WEST'} ) { %>
+<% if ( $payby{'WEST'} && $curuser->access_right('Post payment') ) { %>
<%= $s++ ? ' | ' : '' %>
- <A HREF="<%= $p %>edit/cust_pay.cgi?payby=WEST;custnum=<%= $custnum %>">Post Western Union payment</A>
+ <A HREF="<%= $p %>edit/cust_pay.cgi?payby=WEST;custnum=<%= $custnum %>">Enter Western Union payment</A>
<% } %>
-<% if ( $payby{'CARD'} || $payby{'DCRD'} ) { %>
+<% if ( ( $payby{'CARD'} || $payby{'DCRD'} )
+ && $curuser->access_right('Process payment')
+ ) {
+%>
<%= $s++ ? ' | ' : '' %>
<A HREF="<%= $p %>misc/payment.cgi?payby=CARD;custnum=<%= $custnum %>">Process credit card payment</A>
<% } %>
-<% if ( $payby{'CHEK'} || $payby{'DCHK'} ) { %>
+<% if ( ( $payby{'CHEK'} || $payby{'DCHK'} )
+ && $curuser->access_right('Process payment')
+ ) {
+%>
<%= $s++ ? ' | ' : '' %>
<A HREF="<%= $p %>misc/payment.cgi?payby=CHEK;custnum=<%= $custnum %>">Process electronic check (ACH) payment</A>
<% } %>
-<% if ( $payby{'MCRD'} ) { %>
+<% if ( $payby{'MCRD'} && $curuser->access_right('Post payment') ) { %>
<%= $s++ ? ' | ' : '' %>
- <A HREF="<%= $p %>edit/cust_pay.cgi?payby=MCRD;custnum=<%= $custnum %>">Post manual credit card payment</A>
+ <A HREF="<%= $p %>edit/cust_pay.cgi?payby=MCRD;custnum=<%= $custnum %>">Post manual (offline) credit card payment</A>
<% } %>
<BR>
-<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('<%= $p %>edit/cust_credit.cgi?<%= $custnum %>', 392, 336, 'cust_credit_popup' ), CAPTION, 'Post credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK )">Post credit</A>
+<% if ( $curuser->access_right('Post credit') ) { %>
-<BR>
+ <A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('<%= $p %>edit/cust_credit.cgi?<%= $custnum %>', 392, 336, 'cust_credit_popup' ), CAPTION, 'Enter credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">Enter credit</A>
+
+ <BR>
+
+<% } %>
<%
#get payment history
@@ -75,11 +87,14 @@ foreach my $cust_bill ($cust_main->cust_bill) {
: '';
my $post = ( $cust_bill->owed > 0 ) ? '</FONT></B>' : '';
my $invnum = $cust_bill->invnum;
+ my $link = $curuser->access_right('View invoices')
+ ? qq!<A HREF="${p}view/cust_bill.cgi?$invnum">!
+ : '';
push @history, {
'date' => $cust_bill->_date,
- 'desc' => qq!<A HREF="${p}view/cust_bill.cgi?$invnum">!. $pre.
+ 'desc' => $link. $pre.
"Invoice #$invnum (Balance \$". $cust_bill->owed. ')'.
- $post. '</A>',
+ $post. ( $link ? '</A>' : '' ),
'charge' => $cust_bill->charged,
};
}
@@ -120,7 +135,7 @@ foreach my $cust_pay ($cust_main->cust_pay) {
$post = '</FONT></B>';
$apply = qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_bill_pay.cgi?!.
$cust_pay->paynum.
- qq!', 392, 336, 'cust_credit_popup' ), CAPTION, 'Post credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK )">apply</A>)!;
+ qq!', 392, 336, 'cust_bill_pay_popup' ), CAPTION, 'Apply payment', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!;
} elsif ( scalar(@cust_bill_pay) == 1
&& scalar(@cust_pay_refund) == 0
@@ -146,7 +161,7 @@ foreach my $cust_pay ($cust_main->cust_pay) {
} elsif ( $app->isa('FS::cust_pay_refund') ) {
$desc .= '&nbsp;&nbsp;'.
'$'. $app->amount.
- ' refunded on'. time2str("%D", $app->_date).
+ ' refunded on '. time2str("%D", $app->_date).
'<BR>';
} else {
die "$app is not a FS::cust_bill_pay or FS::cust_pay_refund";
@@ -158,7 +173,7 @@ foreach my $cust_pay ($cust_main->cust_pay) {
$cust_pay->unapplied. ' unapplied</FONT></B>'.
qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_bill_pay.cgi?!.
$cust_pay->paynum.
- qq!', 392, 336, 'cust_credit_popup' ), CAPTION, 'Post credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK )">apply</A>)!.
+ qq!', 392, 336, 'cust_bill_pay_popup' ), CAPTION, 'Apply payment', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!.
'<BR>';
}
}
@@ -169,6 +184,7 @@ foreach my $cust_pay ($cust_main->cust_pay) {
&& $cust_pay->payby =~ /^(CARD|CHEK)$/
&& time-$cust_pay->_date < $refund_days*86400
&& $cust_pay->unrefunded > 0
+ && $curuser->access_right('Refund payment')
) {
$refund = qq! (<A HREF="${p}edit/cust_refund.cgi?payby=$1;!.
qq!paynum=!. $cust_pay->paynum. '"'.
@@ -178,9 +194,18 @@ foreach my $cust_pay ($cust_main->cust_pay) {
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') )
- ) {
+ && ( ( $cust_pay->payby eq 'CARD'
+ && $curuser->access_right('Credit card void')
+ )
+ || ( $cust_pay->payby eq 'CHEK'
+ && $curuser->access_right('Echeck void')
+ )
+ || ( $cust_pay->payby !~ /^(CARD|CHEK)$/
+ && $curuser->access_right('Regular 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?')"!.
@@ -193,7 +218,11 @@ foreach my $cust_pay ($cust_main->cust_pay) {
}
my $delete = '';
- if ( $cust_pay->closed !~ /^Y/i && $conf->exists('deletepayments') ) {
+ if ( $cust_pay->closed !~ /^Y/i
+ && $conf->exists('deletepayments')
+ && $curuser->access_right('Delete payment')
+ )
+ {
$delete = qq! (<A HREF="javascript:areyousure('!.
qq!${p}misc/delete-cust_pay.cgi?!. $cust_pay->paynum.
qq!', 'Are you sure you want to delete this payment?')"!.
@@ -203,8 +232,10 @@ foreach my $cust_pay ($cust_main->cust_pay) {
my $unapply = '';
if ( $cust_pay->closed !~ /^Y/i
- && $conf->exists('unapplypayments')
- && scalar(@cust_bill_pay) ) {
+ && scalar(@cust_bill_pay)
+ && $curuser->access_right('Unapply payment')
+ )
+ {
$unapply = qq! (<A HREF="javascript:areyousure('!.
qq!${p}misc/unapply-cust_pay.cgi?!. $cust_pay->paynum.
qq!', 'Are you sure you want to unapply this payment?')"!.
@@ -236,7 +267,10 @@ foreach my $cust_pay_void ($cust_main->cust_pay_void) {
my $info = $payby ? " ($payby$payinfo)" : '';
my $unvoid = '';
- if ( $cust_pay_void->closed !~ /^Y/i && $conf->exists('unvoid') ) {
+ if ( $cust_pay_void->closed !~ /^Y/i
+ && $curuser->access_right('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?')"!.
@@ -272,7 +306,7 @@ foreach my $cust_credit ($cust_main->cust_credit) {
$post = '</FONT></B>';
$apply = qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_credit_bill.cgi?!.
$cust_credit->crednum.
- qq!', 392, 336, 'cust_credit_popup' ), CAPTION, 'Post credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK )">apply</A>)!;
+ qq!', 392, 336, 'cust_credit_bill_popup' ), CAPTION, 'Apply credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!;
} elsif ( scalar(@cust_credit_bill) == 1
&& scalar(@cust_credit_refund) == 0
&& $cust_credit->credited == 0 ) {
@@ -297,7 +331,7 @@ foreach my $cust_credit ($cust_main->cust_credit) {
} elsif ( $app->isa('FS::cust_credit_refund') ) {
$desc .= '&nbsp;&nbsp;'.
'$'. $app->amount.
- ' refunded on'. time2str("%D", $app->_date).
+ ' refunded on '. time2str("%D", $app->_date).
'<BR>';
} else {
die "$app is not a FS::cust_credit_bill or a FS::cust_credit_refund";
@@ -308,13 +342,21 @@ foreach my $cust_credit ($cust_main->cust_credit) {
$cust_credit->credited. ' unapplied</FONT></B>'.
qq! (<A HREF="javascript:void(0);" onClick="overlib( OLiframeContent('${p}edit/cust_credit_bill.cgi?!.
$cust_credit->crednum.
- qq!', 392, 336, 'cust_credit_popup' ), CAPTION, 'Post credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK )">apply</A>)!.
+ qq!', 392, 336, 'cust_credit_bill_popup' ), CAPTION, 'Apply credit', STICKY, AUTOSTATUSCAP, MIDX, 0, MIDY, 0, DRAGGABLE, CLOSECLICK ); return false;">apply</A>)!.
'<BR>';
}
}
#
my $delete = '';
- if ( $cust_credit->closed !~ /^Y/i && $conf->exists('deletecredits') ) {
+ if ( $cust_credit->closed !~ /^Y/i
+
+ #s'pose deleting a credit isn't bad like deleting a payment
+ # and this needs to be generally available until we have credit voiding..
+ #&& $conf->exists('deletecredits')
+
+ && $curuser->access_right('Delete credit')
+ )
+ {
$delete = qq! (<A HREF="javascript:areyousure('!.
qq!${p}misc/delete-cust_credit.cgi?!. $cust_credit->crednum.
qq!', 'Are you sure you want to delete this credit?')">!.
@@ -323,8 +365,10 @@ foreach my $cust_credit ($cust_main->cust_credit) {
my $unapply = '';
if ( $cust_credit->closed !~ /^Y/i
- && $conf->exists('unapplycredits')
- && scalar(@cust_credit_bill) ) {
+ && scalar(@cust_credit_bill)
+ && $curuser->access_right('Unapply credit')
+ )
+ {
$unapply = qq! (<A HREF="javascript:areyousure('!.
qq!${p}misc/unapply-cust_credit.cgi?!. $cust_credit->crednum.
qq!', 'Are you sure you want to unapply this credit?')">!.
@@ -366,37 +410,98 @@ foreach my $cust_refund ($cust_main->cust_refund) {
%>
-<%= include("/elements/table.html") %>
+<%= include("/elements/table-grid.html") %>
+
+<% my $bgcolor1 = '#eeeeee';
+ my $bgcolor2 = '#ffffff';
+ my $bgcolor = '';
+%>
+
<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>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Date</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc">Description</TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Charge</FONT></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Payment</FONT></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>In-house<BR>Credit</FONT></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Refund</FONT></TH>
+ <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1>Balance</FONT></TH>
</TR>
<%
#display payment history
-my %target;
my $balance = 0;
+my %target = ();
+my $money_char = $conf->config('money_char') || '$';
+
+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;
+
foreach my $item ( sort { $a->{'date'} <=> $b->{'date'} } @history ) {
+ my $display;
+ if ( $item->{'date'} < $older_than ) {
+ $display = ' STYLE="display:none" ';
+ $hidden = 1;
+ } else {
+
+ $display = '';
+
+ if ( $hidden && ! $seen++ ) {
+ ( my $balance_forward = $money_char. $balance ) =~ s/^\$\-/-&nbsp;\$/;
+ %>
+
+ <TR ID="balance_forward_row">
+ <TD CLASS="grid" BGCOLOR="#dddddd">
+ <%= time2str("%D",$item->{'date'}) %>
+ </TD>
+
+ <TD CLASS="grid" BGCOLOR="#dddddd">
+ <I>Starting balance on <%= time2str("%D",$item->{'date'}) %></I>
+ (<A HREF="javascript:void(0);" onClick="show_history();">show prior history</A>)
+ </TD>
+
+ <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
+ <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
+ <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
+ <TD CLASS="grid" BGCOLOR="#dddddd"></TD>
+ <TD CLASS="grid" BGCOLOR="#dddddd"><I><%= $balance_forward %></I></TD>
+
+ </TR>
+
+ <%
+ }
+
+ }
+
+ if ( $bgcolor eq $bgcolor1 ) {
+ $bgcolor = $bgcolor2;
+ } else {
+ $bgcolor = $bgcolor1;
+ }
+
my $charge = exists($item->{'charge'})
- ? sprintf('$%.2f', $item->{'charge'})
+ ? sprintf("$money_char\%.2f", $item->{'charge'})
: '';
+
my $payment = exists($item->{'payment'})
- ? sprintf('-&nbsp;$%.2f', $item->{'payment'})
+ ? sprintf("-&nbsp;$money_char\%.2f", $item->{'payment'})
: '';
- $payment ||= sprintf('<DEL>-&nbsp;$%.2f</DEL>', $item->{'void_payment'})
+
+ $payment ||= sprintf( "<DEL>-&nbsp;$money_char\%.2f</DEL>",
+ $item->{'void_payment'}
+ )
if exists($item->{'void_payment'});
+
my $credit = exists($item->{'credit'})
- ? sprintf('-&nbsp;$%.2f', $item->{'credit'})
+ ? sprintf("-&nbsp;$money_char\%.2f", $item->{'credit'})
: '';
+
my $refund = exists($item->{'refund'})
- ? sprintf('$%.2f', $item->{'refund'})
+ ? sprintf("$money_char\%.2f", $item->{'refund'})
: '';
my $target = exists($item->{'target'}) ? $item->{'target'} : '';
@@ -407,12 +512,12 @@ foreach my $item ( sort { $a->{'date'} <=> $b->{'date'} } @history ) {
$balance += $item->{'refund'} if exists $item->{'refund'};
$balance = sprintf("%.2f", $balance);
$balance =~ s/^\-0\.00$/0.00/; #yay ieee fp
- ( my $showbalance = '$'. $balance ) =~ s/^\$\-/-&nbsp;\$/;
+ ( my $showbalance = $money_char. $balance ) =~ s/^\$\-/-&nbsp;\$/;
%>
- <TR>
- <TD>
+ <TR <%= $display ? $display.' ID="old_history'.$old_history++.'"' : ''%>>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>">
<% unless ( !$target || $target{$target}++ ) { %>
<A NAME="<%= $target %>">
<% } %>
@@ -422,15 +527,44 @@ foreach my $item ( sort { $a->{'date'} <=> $b->{'date'} } @history ) {
<% } %>
</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>
+ <TD CLASS="grid" BGCOLOR="<%= $bgcolor %>">
+ <%= $item->{'desc'} %>
+ </TD>
+ <TD ALIGN="right" CLASS="grid" BGCOLOR="<%= $bgcolor %>">
+ <%= $charge %>
+ </TD>
+ <TD ALIGN="right" CLASS="grid" BGCOLOR="<%= $bgcolor %>">
+ <%= $payment %>
+ </TD>
+ <TD ALIGN="right" CLASS="grid" BGCOLOR="<%= $bgcolor %>">
+ <%= $credit %>
+ </TD>
+ <TD ALIGN="right" CLASS="grid" BGCOLOR="<%= $bgcolor %>">
+ <%= $refund %>
+ </TD>
+ <TD ALIGN="right" CLASS="grid" BGCOLOR="<%= $bgcolor %>">
+ <%= $showbalance %>
+ </TD>
</TR>
<% } %>
</TABLE>
+<SCRIPT TYPE="text/javascript">
+
+function show_history () {
+ //alert('showing history!');
+
+ var balance_forward_row = document.getElementById('balance_forward_row');
+
+ balance_forward_row.style.display = 'none';
+ for ( var i = 0; i < <%= $old_history %>; i++ ) {
+ var oldRow = document.getElementById('old_history'+i);
+ oldRow.style.display = '';
+ }
+
+}
+
+</SCRIPT>
+
generated by cgit v1.2.1 (git 2.18.0) at 2026-01-25 16:01:43 +0000