X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fview%2Fcust_main%2Fpayment_history.html;h=3288f15a71371c6b6ce1b335f5f33d3730ff9fdf;hb=b1c1559dec0570bc401ccd0e29e66a9bf6f151e1;hp=750e59d2ff11d320c0336b95737ba5a1767ebd4f;hpb=15a02054fe0f91eda70003b8d1cf29497d19aa91;p=freeside.git

diff --git a/httemplate/view/cust_main/payment_history.html b/httemplate/view/cust_main/payment_history.html
index 750e59d2f..3288f15a7 100644
--- a/httemplate/view/cust_main/payment_history.html
+++ b/httemplate/view/cust_main/payment_history.html
@@ -1,7 +1,11 @@
-<BR><BR><A NAME="history"><FONT SIZE="+2">Payment History</FONT></A><BR>
+<TABLE>
+  <TR>
+    <TD ALIGN="left">
+
+%# payment links
 
 % my $s = 0;
-% if ( $payby{'BILL'} && $curuser->access_right('Post payment') ) { 
+% if ( $payby{'BILL'} && $curuser->access_right(['Post payment', 'Post check payment' ]) ) { 
   <% $s++ ? ' | ' : '' %>
   <% include('/elements/popup_link-cust_main.html',
                'label'       => 'Enter check payment',
@@ -14,7 +18,7 @@
   %>
 % } 
 
-% if ( $payby{'CASH'} && $curuser->access_right('Post payment') ) { 
+% if ( $payby{'CASH'} && $curuser->access_right(['Post payment', 'Post cash payment']) ) { 
   <% $s++ ? ' | ' : '' %>
   <% include('/elements/popup_link-cust_main.html',
                'label'       => 'Enter cash payment',
@@ -32,8 +36,11 @@
   <A HREF="<% $p %>edit/cust_pay.cgi?payby=WEST;custnum=<% $custnum %>">Enter Western Union payment</A>
 % } 
 
+<BR>
+% $s=0;
+
 % if ( ( $payby{'CARD'} || $payby{'DCRD'} )
-%        && $curuser->access_right('Process payment')
+%        && $curuser->access_right(['Process payment', 'Process credit card payment'])
 %        && ! $cust_main->is_encrypted($cust_main->payinfo)
 %      ) {
   <% $s++ ? ' | ' : '' %>
@@ -41,7 +48,7 @@
 % } 
 
 % if ( ( $payby{'CHEK'} || $payby{'DCHK'} )
-%        && $curuser->access_right('Process payment')
+%        && $curuser->access_right(['Process payment', 'Process Echeck payment'])
 %        && ! $cust_main->is_encrypted($cust_main->payinfo)
 %      ) {
   <% $s++ ? ' | ' : '' %>
@@ -50,73 +57,180 @@
 
 % if ( $payby{'MCRD'} && $curuser->access_right('Post payment') ) { 
   <% $s++ ? ' | ' : '' %>
-  <A HREF="<% $p %>edit/cust_pay.cgi?payby=MCRD;custnum=<% $custnum %>">Post manual (offline) credit card payment</A>
+  <A HREF="<% $p %>edit/cust_pay.cgi?payby=MCRD;custnum=<% $custnum %>">Post manual (offline/POS) credit card payment</A>
 % } 
 
 <BR>
 
+%# 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,
+               'width'       => 616, #make room for reasons #540 default
                #default# 'height' => 336,
             )
   %>
   <BR>
 % } 
 
-% if ( $curuser->access_right('View customer tax exemptions') ) { 
-  <A HREF="<% $p %>search/cust_tax_exempt_pkg.cgi?custnum=<% $custnum %>">View tax exemptions</A>
-  <BR>
+%# refund links
+
+% $s = 0;
+% if ( $payby{'BILL'} && $curuser->access_right(['Post refund', 'Post check 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', 'Post cash 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++ ? ' | ' : '' %>
+%#      <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 %>">Post manual (offline/POS) credit card refund</A>
 % } 
 
-% if ( $conf->exists('batch-enable')
+    </TD>
+    <TD ALIGN="right" VALIGN="top">
+
+%# invoice reports
+% if ( $curuser->access_right('List invoices') ) { 
+  <A HREF="<% $p %>search/report_cust_bill.html?custnum=<% $custnum %>">Invoice reports</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 %>">View tax exemptions</A>
+      <% $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,
+         })
+      %>
+      |
+      <A HREF="<% $p %>search/cust_tax_adjustment.html?custnum=<% $custnum %>">View tax adjustments</A>
+%   } 
+
+  <BR>
+% }
+
+%# batched payment links
+
+% if ( ( $conf->exists('batch-enable') || $conf->config('batch-enable_payby') )
 %      && $curuser->access_right('View customer batched payments')
-%    ) { 
-  View batched payments:
+%    )
+% { 
+    View batched payments:
 %   foreach my $status (qw( Queued In-transit Complete All )) {
       <A HREF="<% $p %>search/cust_pay_batch.cgi?status=<% $status{$status} %>;custnum=<% $custnum %>"><% $status %></A> 
       <% $status ne 'All' ? '|' : '' %>
 %   }
-  <BR>
+    <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 %>">View pending payments</A><BR>
+% }
+
+    </TD>
+  </TR>
+  <TR>
+    <TD COLSPAN=2>
+
+%# and now the table
 
 <% include("/elements/table-grid.html") %>
 % my $bgcolor1 = '#eeeeee';
 %   my $bgcolor2 = '#ffffff';
 %   my $bgcolor = '';
-%
-
 
 <TR>
   <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>Invoice</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 $money_char = $conf->config('money_char') || '$';
 %
 %sub balance_forward_row {
-%  my( $b, $date ) = @_;
-%  my $conf = new FS::Conf;
-%  my $money_char = $conf->config('money_char') || '$';
+%  my( $b, $date, $money_char ) = @_;
 %  ( my $balance_forward = $money_char. $b ) =~ s/^\$\-/-&nbsp;\$/;
 
    <TR ID="balance_forward_row">
      <TD CLASS="grid" BGCOLOR="#dddddd">
-       <% time2str("%D",$date) %>
+       <% time2str($date_format, $date) %>
      </TD>
 
      <TD CLASS="grid" BGCOLOR="#dddddd">
-       <I>Starting balance on <% time2str("%D",$date) %></I>
+       <I>Starting balance on <% time2str($date_format, $date) %></I>
        (<A HREF="javascript:void(0);" onClick="show_history();">show prior history</A>)
      </TD>
 
@@ -124,17 +238,16 @@
      <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>
+     <TD CLASS="grid" BGCOLOR="#dddddd" ALIGN="right"><I><% $balance_forward %></I></TD>
 
    </TR>
 %}
 %
 %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 $older_than = time - $years * 31556926; #60*60*24*365.2422
 %my $hidden = 0;
 %my $seen = 0;
 %my $old_history = 0;
@@ -153,7 +266,7 @@
 %    $display = '';
 %
 %    if ( $hidden && ! $seen++ ) {
-%      balance_forward_row($balance, $item->{'date'});
+%      balance_forward_row($balance, $item->{'date'}, $money_char);
 %    }
 %
 %  }
@@ -199,13 +312,13 @@
 
 
   <TR <% $display ? $display.' ID="old_history'.$old_history++.'"'  : ''%>>
-    <TD CLASS="grid" BGCOLOR="<% $bgcolor %>">
+    <TD VALIGN="top" CLASS="grid" BGCOLOR="<% $bgcolor %>">
 % unless ( !$target || $target{$target}++ ) { 
 
         <A NAME="<% $target %>">
 % } 
 
-      <% time2str("%D",$item->{'date'}) %>
+      <% time2str($date_format, $item->{'date'}) %>
 % if ( $target && $target{$target} == 1 ) { 
 
         </A>
@@ -216,29 +329,32 @@
     <TD CLASS="grid" BGCOLOR="<% $bgcolor %>">
       <% $item->{'desc'} %>
     </TD>
-    <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
+    <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
       <% $charge  %>
     </TD>
-    <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
+    <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
       <% $payment %>
     </TD>
-    <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
+    <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
       <% $credit  %>
     </TD>
-    <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
+    <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
       <% $refund  %>
     </TD>
-    <TD ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
+    <TD VALIGN="top" ALIGN="right" CLASS="grid" BGCOLOR="<% $bgcolor %>">
       <% $showbalance %>
     </TD>
   </TR>
 % } 
 
 %if ( scalar(@history) && $hidden && ! $seen++ ) {
-%  balance_forward_row($balance, $lastdate);
+%  balance_forward_row($balance, $lastdate, $money_char);
 %}
 
 </TABLE>
+    </TD>
+  </TR>
+</TABLE>
 
 <SCRIPT TYPE="text/javascript">
 
@@ -263,6 +379,7 @@ 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;
 
@@ -282,40 +399,78 @@ my %status = (
 #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 )
+  )
+);
+
 #invoices
 foreach my $cust_bill ($cust_main->cust_bill) {
   push @history, {
     'date'   => $cust_bill->_date,
-    'desc'   => include('payment_history/invoice.html', $cust_bill),
+    '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),
+    '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),
+    '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),
+    'desc'   => include('payment_history/credit.html', $cust_credit, %opt ),
     'credit' => $cust_credit->amount,
   };