diff options
Diffstat (limited to 'httemplate/view/cust_main/payment_history.html')
| -rw-r--r-- | httemplate/view/cust_main/payment_history.html | 540 |
1 files changed, 540 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..63708e63c --- /dev/null +++ b/httemplate/view/cust_main/payment_history.html @@ -0,0 +1,540 @@ +<TABLE> + <TR> + <TD ALIGN="left"> + +%# payment links + +% my $s = 0; +% if ( $payby{'BILL'} && $curuser->access_right(['Post payment', 'Post check payment' ]) ) { + <% $s++ ? ' | ' : '' %> + <& /elements/popup_link-cust_main.html, + 'label' => emt('Enter check payment'), + 'action' => "${p}edit/cust_pay.cgi?popup=1;payby=BILL", + 'cust_main' => $cust_main, + 'actionlabel' => emt('Enter check payment'), + 'width' => 392, + &> +% } + +% if ( $payby{'CASH'} && $curuser->access_right(['Post payment', 'Post cash payment']) ) { + <% $s++ ? ' | ' : '' %> + <& /elements/popup_link-cust_main.html, + 'label' => emt('Enter cash payment'), + 'action' => "${p}edit/cust_pay.cgi?popup=1;payby=CASH", + 'cust_main' => $cust_main, + 'actionlabel' => emt('Enter cash payment'), + 'width' => 392, + &> +% } + +% if ( $payby{'WEST'} && $curuser->access_right('Post payment') ) { + <% $s++ ? ' | ' : '' %> + <A HREF="<% $p %>edit/cust_pay.cgi?payby=WEST;custnum=<% $custnum %>"><% mt('Enter Western Union payment') |h %></A> +% } + +<BR> +% $s=0; + +% if ( ( $payby{'CARD'} || $payby{'DCRD'} ) +% && $curuser->access_right(['Process payment', 'Process credit card payment']) +% && ! $cust_main->is_encrypted($cust_main->payinfo) +% ) { + <% $s++ ? ' | ' : '' %> + <A HREF="<% $p %>misc/payment.cgi?payby=CARD;custnum=<% $custnum %>"><% mt('Process credit card payment') |h %></A> +% } + +% if ( ( $payby{'CHEK'} || $payby{'DCHK'} ) +% && $curuser->access_right(['Process payment', 'Process Echeck payment']) +% && ! $cust_main->is_encrypted($cust_main->payinfo) +% ) { + <% $s++ ? ' | ' : '' %> + <A HREF="<% $p %>misc/payment.cgi?payby=CHEK;custnum=<% $custnum %>"><% mt('Process electronic check (ACH) payment') |h %></A> +% } + +% if ( $payby{'MCRD'} && $curuser->access_right('Post payment') ) { + <% $s++ ? ' | ' : '' %> + <A HREF="<% $p %>edit/cust_pay.cgi?payby=MCRD;custnum=<% $custnum %>"><% mt('Post manual (offline/POS) credit card payment') |h %></A> +% } + +<BR> + +%# credit link + +% if ( $curuser->access_right('Post credit') ) { + <& /elements/popup_link-cust_main.html, + 'label' => emt('Enter credit'), + 'action' => "${p}edit/cust_credit.cgi", + 'cust_main' => $cust_main, + 'actionlabel' => emt('Enter credit'), + 'width' => 616, #make room for reasons #540 default + &> + <BR> +% } + +%# refund links + +% $s = 0; +% if ( $payby{'BILL'} && $curuser->access_right(['Post refund', 'Post check refund']) ) { + <% $s++ ? ' | ' : '' %> + <& /elements/popup_link-cust_main.html, + 'label' => emt('Enter check refund'), + 'action' => "${p}edit/cust_refund.cgi?popup=1;payby=BILL", + 'cust_main' => $cust_main, + 'actionlabel' => emt('Enter check refund'), + 'width' => 392, + &> +% } + +% if ( $payby{'CASH'} && $curuser->access_right(['Post refund', 'Post cash refund']) ) { + <% $s++ ? ' | ' : '' %> + <& /elements/popup_link-cust_main.html, + 'label' => emt('Enter cash refund'), + 'action' => "${p}edit/cust_refund.cgi?popup=1;payby=CASH", + 'cust_main' => $cust_main, + 'actionlabel' => emt('Enter cash refund'), + 'width' => 392, + &> +% } + +%# 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++ ? ' | ' : '' %> +%# <A HREF="<% $p %>misc/refund.cgi?payby=CARD;custnum=<% $custnum %>">Process credit card refund</A> +%# % } +%# +%# % if ( ( $payby{'CHEK'} || $payby{'DCHK'} ) +%# % && $curuser->access_right('Process refund') +%# % && ! $cust_main->is_encrypted($cust_main->payinfo) +%# % ) { +%# <% $s++ ? ' | ' : '' %> +%# <A HREF="<% $p %>misc/refund.cgi?payby=CHEK;custnum=<% $custnum %>">Process electronic check (ACH) refund</A> +%# % } + +% if ( $payby{'MCRD'} && $curuser->access_right('Post refund') ) { + <% $s++ ? ' | ' : '' %> + <A HREF="<% $p %>edit/cust_refund.cgi?payby=MCRD;custnum=<% $custnum %>"><% mt('Post manual (offline/POS) credit card refund') |h %></A> +% } + + </TD> + <TD ALIGN="right" VALIGN="top"> + +%# invoice reports +% if ( $curuser->access_right('List invoices') ) { + <A HREF="<% $p %>search/report_cust_bill.html?custnum=<% $custnum %>"><% mt('Invoice reports') |h %></A> +% } +<BR> + +%# XXX payments, credits, refund reports + +%# 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 ) { + <A HREF="<% $p %>search/cust_tax_exempt_pkg.cgi?custnum=<% $custnum %>"><% mt('View tax exemptions') |h %></A> + <% $add_adjustment ? '|' : '' %> +% } + +% if ( $add_adjustment ) { + <& /elements/popup_link.html, { + 'action' => $p.'edit/cust_tax_adjustment.html?custnum='. $cust_main->custnum, + 'label' => emt('Add tax adjustment'), + 'actionlabel' => emt('Add tax adjustment'), + 'height' => 200, + } + &> + | + <A HREF="<% $p %>search/cust_tax_adjustment.html?custnum=<% $custnum %>"><% mt('View tax adjustments') |h %></A> +% } + + <BR> +% } + +%# batched payment links + +% if ( ( $conf->exists('batch-enable') || $conf->config('batch-enable_payby') ) +% && $curuser->access_right('View customer batched payments') +% ) +% { + <% mt('View batched payments:') |h %> +% foreach my $status (qw( Queued In-transit Complete All )) { + <A HREF="<% $p %>search/cust_pay_batch.cgi?status=<% $status{$status} %>;custnum=<% $custnum %>"><% mt($status) |h %></A> + <% $status ne 'All' ? '|' : '' %> +% } + <BR> +% } + +%# pending payment links + +% if ( $curuser->access_right('View customer pending payments') +% && scalar($cust_main->cust_pay_pending) +% ) +% { + <A HREF="<% $p %>search/cust_pay_pending.html?magic=_date;statusNOT=done;custnum=<% $custnum %>"><% mt('View pending payments') |h %></A><BR> +% } + + </TD> + </TR> + <TR> + <TD COLSPAN=2> + +%# and now the table + +<& /elements/table-grid.html &> +% my $bgcolor1 = '#eeeeee'; +% my $bgcolor2 = '#ffffff'; +% my $bgcolor = ''; + +<TR> + <TH CLASS="grid" BGCOLOR="#cccccc"><% mt('Date') |h %></TH> + <TH CLASS="grid" BGCOLOR="#cccccc"><% mt('Description') |h %></TH> + <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1><% mt('Invoice') |h %></FONT></TH> + <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1><% mt('Payment') |h %></FONT></TH> + <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1><% mt('In-house Credit') |h %></FONT></TH> + <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1><% mt('Refund') |h %></FONT></TH> + <TH CLASS="grid" BGCOLOR="#cccccc"><FONT SIZE=-1><% mt('Balance') |h %></FONT></TH> +</TR> + +%#display payment history + +%my $money_char = $conf->config('money_char') || '$'; +% +%sub balance_forward_row { +% my( $b, $date, $money_char ) = @_; +% ( my $balance_forward = $money_char. $b ) =~ s/^\$\-/- \$/; + + <TR ID="balance_forward_row"> + <TD CLASS="grid" BGCOLOR="#dddddd"> + <% time2str($date_format, $date) %> + </TD> + + <TD CLASS="grid" BGCOLOR="#dddddd"> + <I><% mt("Starting balance on [_1]", time2str($date_format, $date) ) |h %></I> + (<A HREF="javascript:void(0);" onClick="show_history();"><% mt('show prior history') |h %></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" ALIGN="right"><I><% $balance_forward %></I></TD> + + </TR> +%} +% +%my $balance = 0; +%my %target = (); +% +%my $years = $conf->config('payment_history-years') || 2; +%my $older_than = time - $years * 31556926; #60*60*24*365.2422 +%my $hidden = 0; +%my $seen = 0; +%my $old_history = 0; +%my $lastdate = 0; +% +%foreach my $item ( sort { $a->{'date'} <=> $b->{'date'} } @history ) { +% +% $lastdate = $item->{'date'}; +% +% my $display; +% if ( $item->{'date'} < $older_than ) { +% $display = ' STYLE="display:none" '; +% $hidden = 1; +% } else { +% +% $display = ''; +% +% if ( $hidden && ! $seen++ ) { +% balance_forward_row($balance, $item->{'date'}, $money_char); +% } +% +% } +% +% if ( $bgcolor eq $bgcolor1 ) { +% $bgcolor = $bgcolor2; +% } else { +% $bgcolor = $bgcolor1; +% } +% +% my $charge = exists($item->{'charge'}) +% ? sprintf("$money_char\%.2f", $item->{'charge'}) +% : exists($item->{'charge_nobal'}) +% ? sprintf("$money_char\%.2f", $item->{'charge_nobal'}) +% : ''; +% +% my $payment = exists($item->{'payment'}) +% ? sprintf("- $money_char\%.2f", $item->{'payment'}) +% : ''; +% +% $payment ||= sprintf( "<DEL>- $money_char\%.2f</DEL>", +% $item->{'void_payment'} +% ) +% if exists($item->{'void_payment'}); +% +% my $credit = exists($item->{'credit'}) +% ? sprintf("- $money_char\%.2f", $item->{'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/^\$\-/- \$/; +% +% + + + <TR <% $display ? $display.' ID="old_history'.$old_history++.'"' : ''%>> + <TD VALIGN="top" CLASS="grid" BGCOLOR="<% $bgcolor %>"> +% unless ( !$target || $target{$target}++ ) { + + <A NAME="<% $target %>"> +% } + + <% time2str($date_format, $item->{'date'}) %> +% if ( $target && $target{$target} == 1 ) { + + </A> +% } + + </FONT> + </TD> + <TD CLASS="grid" BGCOLOR="<% $bgcolor %>"> + <% $item->{'desc'} %> + </TD> + <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>"> + <% $charge %> + </TD> + <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>"> + <% $payment %> + </TD> + <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>"> + <% $credit %> + </TD> + <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>"> + <% $refund %> + </TD> + <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>"> + <% $showbalance %> + </TD> + </TR> +% } + +%if ( scalar(@history) && $hidden && ! $seen++ ) { +% balance_forward_row($balance, $lastdate, $money_char); +%} + +</TABLE> + </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> + +<%init> + +my( $cust_main ) = @_; +my $custnum = $cust_main->custnum; + +my $conf = new FS::Conf; +my $date_format = $conf->config('date_format') || '%m/%d/%Y'; + +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 )) + unless @payby; +my %payby = map { $_=>1 } @payby; + +my %status = ( + 'Queued' => 'O', #Open + 'In-transit' => 'I', + 'Complete' => 'R', #Resolved + 'All' => '', +); + +#get payment history +my @history = (); + +my %opt = ( + ( map { $_ => scalar($conf->config($_)) } + qw( card_refund-days date_format ) + ), + ( map { $_ => $conf->exists($_) } + qw( deleteinvoices deletepayments deleterefunds pkg-balances ) + ) +); + +$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, + 'desc' => include('payment_history/legacy_invoice.html', $legacy_cust_bill, %opt ), + 'charge_nobal' => $legacy_cust_bill->charged, + }; +} + +#invoices +foreach my $cust_bill ($cust_main->cust_bill) { + push @history, { + 'date' => $cust_bill->_date, + 'desc' => include('payment_history/invoice.html', $cust_bill, %opt ), + 'charge' => $cust_bill->charged, + }; +} + +#statements +foreach my $cust_statement ($cust_main->cust_statement) { + push @history, { + 'date' => $cust_statement->_date, + 'desc' => include('payment_history/statement.html', $cust_statement, %opt ), + #'charge' => $cust_bill->charged, + }; +} + +#payments (some false laziness w/credits) +foreach my $cust_pay ($cust_main->cust_pay) { + push @history, { + 'date' => $cust_pay->_date, + '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, + '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, + 'desc' => include('payment_history/voided_payment.html', $cust_pay_void, %opt ), + 'void_payment' => $cust_pay_void->paid, + }; + +} + +#declined payments +foreach my $cust_pay_pending ($cust_main->cust_pay_pending_attempt) { + push @history, { + 'date' => $cust_pay_pending->_date, + 'desc' => include('payment_history/attempted_payment.html', $cust_pay_pending, %opt ), + 'void_payment' => $cust_pay_pending->paid, #?? + #'target' => $target, #XXX + }; +} + +#credits (some false laziness w/payments) +foreach my $cust_credit ($cust_main->cust_credit) { + push @history, { + 'date' => $cust_credit->_date, + 'desc' => include('payment_history/credit.html', $cust_credit, %opt ), + 'credit' => $cust_credit->amount, + }; + +} + +#refunds +foreach my $cust_refund ($cust_main->cust_refund) { + push @history, { + 'date' => $cust_refund->_date, + 'desc' => include('payment_history/refund.html', $cust_refund), + 'refund' => $cust_refund->refund, + }; + +} + +sub translate_payby { + my ($payby,$payinfo) = (shift,shift); + my %payby = ( + 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 = ( + 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; + + my $conf = new FS::Conf; + + if ( $payby eq 'CARD' ) { + $payinfo = $object->paymask; + } elsif ( $payby eq 'CHEK' ) { + my( $account, $aba ) = split('@', $object->paymask ); + $payinfo = emt("ABA [_1], Acct #[_2]",$aba,$account); + } + + ($payby,$payinfo); +} + +sub areyousure_link { + my ($url,$msg,$title,$label) = (shift,shift,shift,shift); + ' (<A HREF="javascript:areyousure(\''.$url.'\',\''.$msg.'\')" TITLE="'.$title.'">'.$label.'</A>)'; +} + +</%init> |