X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fview%2Fcust_main%2Fpayment_history.html;h=5af34c09c7d836309c7527ede930e5e0d1a62cd5;hb=71d389e6554fd9994ac9c18bc59fd43449b8cca1;hp=f794ccf4a148921c159d9391817b73382419544f;hpb=f10cd68f08a6bfbd565a83b40bacc3f55a1265b3;p=freeside.git diff --git a/httemplate/view/cust_main/payment_history.html b/httemplate/view/cust_main/payment_history.html index f794ccf4a..e3599bc06 100644 --- a/httemplate/view/cust_main/payment_history.html +++ b/httemplate/view/cust_main/payment_history.html @@ -1,320 +1,373 @@ -<% - my( $cust_main ) = @_; - my $custnum = $cust_main->custnum; - - my $conf = new FS::Conf; - - my @payby = $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 grep /\w/, @payby; - my %payby = map { $_=>1 } @payby; - - my $s = 0; - -%> - -

Payment History
- -<% if ( $payby{'BILL'} ) { %> - - <%= $s++ ? ' | ' : '' %> - Post check payment - -<% } %> - -<% if ( $payby{'CASH'} ) { %> - - <%= $s++ ? ' | ' : '' %> - Post cash payment + + + + + + + + + + + + + + + + + +%#display payment history + +%my %target = (); +% +%my $hidden = 0; +%my $seen = 0; +%my $old_history = 0; +%my $lastdate = 0; +% +%foreach my $item ( @history ) { +% +% $lastdate = $item->{'date'}; +% +% my $display = ''; +% if ( $item->{'hide'} ) { +% $display = ' STYLE="display:none" '; +% } +% +% 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", $item->{'charge_nobal'}) +% : exists($item->{'void_charge'}) +% ? sprintf("$money_char\%.2f", $item->{'void_charge'}) +% : ''; +% +% my $payment = exists($item->{'payment'}) +% ? sprintf("- $money_char\%.2f", $item->{'payment'}) +% : ''; +% +% $payment ||= sprintf( "- $money_char\%.2f", +% $item->{'void_payment'} +% ) +% if exists($item->{'void_payment'}); +% +% my $credit = exists($item->{'credit'}) +% ? 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'} : ''; +% +% my $showbalance = $money_char . $item->{'balance'}; +% $showbalance =~ s/^\$\-/- \$/; + + > + + + + + + + + -<% } %> +% if ( $item->{'balance_forward'} ) { +<& .balance_forward_row, $item->{'balance'}, $item->{'date'} &> +% } +%} # foreach $item -<% if ( $payby{'CHEK'} || $payby{'DCHK'} ) { %> +
+ +%# 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 $status (qw( Queued In-transit Complete All )) { + <% mt($status) |h %> + <% $status ne 'All' ? '|' : '' %> +% } +
+% } -<% } %> +
-<% if ( $payby{'WEST'} ) { %> +%# and now the table - <%= $s++ ? ' | ' : '' %> - Post Western Union payment +<& /elements/table-grid.html &> +% my $bgcolor1 = '#eeeeee'; +% my $bgcolor2 = '#ffffff'; +% my $bgcolor = ''; -<% } %> +
<% mt('Date') |h %><% mt('Description') |h %><% mt('Invoice') |h %><% mt('Payment') |h %><% mt('In-house Credit') |h %><% mt('Refund') |h %><% mt('Balance') |h %>
+% unless ( !$target || $target{$target}++ ) { + + +% } + + <% time2str($date_format, $item->{'date'}) %> +% if ( $target && $target{$target} == 1 ) { -<% if ( $payby{'CARD'} || $payby{'DCRD'} ) { %> + +% } - <%= $s++ ? ' | ' : '' %> - Process credit card payment + + + <% $item->{'desc'} %> + + <% $charge %> + + <% $payment %> + + <% $credit %> + + <% $refund %> + + <% $showbalance %> +
+ + + - <%= $s++ ? ' | ' : '' %> - Process electronic check (ACH) payment + +<%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 $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 = ( + + #config + ( map { $_ => scalar($conf->config($_)) } + qw( card_refund-days date_format ) + ), + ( map { $_ => $conf->exists($_) } + qw( 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', + '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) { - my $pre = ( $cust_bill->owed > 0 ) - ? 'Open ' - : ''; - my $post = ( $cust_bill->owed > 0 ) ? '' : ''; - my $invnum = $cust_bill->invnum; push @history, { 'date' => $cust_bill->_date, - 'desc' => qq!!. $pre. - "Invoice #$invnum (Balance \$". $cust_bill->owed. ')'. - $post. '', + 'order' => 1, + 'num' => $cust_bill->invnum, + 'desc' => include('payment_history/invoice.html', $cust_bill, %opt ), 'charge' => $cust_bill->charged, }; + $num_cust_bill++; } -#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 = 'Unapplied '; - $post = ''; - $apply = qq! (apply)'; - } 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 = '
'; - 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. - '
'; - #' on '. time2str("%D", $cust_bill_pay->_date). - } elsif ( $app->isa('FS::cust_pay_refund') ) { - $desc .= '  '. - '$'. $app->amount. - ' refunded on'. time2str("%D", $app->_date). - '
'; - } else { - die "$app is not a FS::cust_bill_pay or FS::cust_pay_refund"; - } - } - if ( $cust_pay->unapplied > 0 ) { - $desc .= '  '. - '$'. - $cust_pay->unapplied. ' unapplied'. - qq! (apply)'. - '
'; - } - } - - 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! (refund)!; - } - - 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! (void)!; - } - - my $delete = ''; - if ( $cust_pay->closed !~ /^Y/i && $conf->exists('deletepayments') ) { - $delete = qq! (delete)!; - } +#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, + }; +} - my $unapply = ''; - if ( $cust_pay->closed !~ /^Y/i - && $conf->exists('unapplypayments') - && scalar(@cust_bill_pay) ) { - $unapply = qq! (unapply)!; - } +#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, + }; +} +#payments (some false laziness w/credits) +foreach my $cust_pay ($cust_main->cust_pay) { push @history, { 'date' => $cust_pay->_date, - 'desc' => $pre. "Payment$post$info$desc". - "$apply$refund$void$delete$unapply", + 'order' => 6, + 'num' => $cust_pay->paynum, + 'desc' => include('payment_history/payment.html', $cust_pay, %opt ), 'payment' => $cust_pay->paid, - 'target' => $target, + #'target' => $target, #XXX }; } -#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; +#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, + }; +} - $payby =~ s/^BILL$/Check #/ if $payinfo; - $payby =~ s/^CHEK$/Electronic check /; - $payby =~ s/^BILL$//; - $payby =~ s/^(CARD|COMP)$/$1 /; - my $info = $payby ? " ($payby$payinfo)" : ''; +#voided payments +foreach my $cust_pay_void ($cust_main->cust_pay_void) { push @history, { 'date' => $cust_pay_void->_date, - 'desc' => "Payment $info voided ". - time2str("%D", $cust_pay_void->void_date). - " by ". $cust_pay_void->otaker. '', + '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) { - - 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 = 'Unapplied '; - $post = ''; - $apply = qq! (apply)'; - } 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 = '
'; - 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. - '
'; - #' on '. time2str("%D", $app->_date). - } elsif ( $app->isa('FS::cust_credit_refund') ) { - $desc .= '  '. - '$'. $app->amount. - ' refunded on'. time2str("%D", $app->_date). - '
'; - } else { - die "$app is not a FS::cust_credit_bill or a FS::cust_credit_refund"; - } - } - if ( $cust_credit->credited > 0 ) { - $desc .= '  $'. - $cust_credit->credited. ' unapplied'. - qq! (apply)'. - '
'; - } - } -# - my $delete = ''; - if ( $cust_credit->closed !~ /^Y/i && $conf->exists('deletecredits') ) { - $delete = qq! (!. - qq!delete)!; - } - - my $unapply = ''; - if ( $cust_credit->closed !~ /^Y/i - && $conf->exists('unapplycredits') - && scalar(@cust_credit_bill) ) { - $unapply = qq! (!. - qq!unapply)!; - } - push @history, { 'date' => $cust_credit->_date, - 'desc' => $pre. "Credit$post by ". $cust_credit->otaker. - ' ('. $cust_credit->reason. ')'. - "$desc$apply$delete$unapply", + 'order' => 8, + 'num' => $cust_credit->crednum, + 'desc' => include('payment_history/credit.html', $cust_credit, %opt ), 'credit' => $cust_credit->amount, }; @@ -322,91 +375,115 @@ foreach my $cust_credit ($cust_main->cust_credit) { #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, + 'order' => 9, + 'num' => $cust_refund->refundnum, + 'desc' => include('payment_history/refund.html', $cust_refund, %opt), 'refund' => $cust_refund->refund, }; } -%> - -<%= table() %> - - Date - Description - Charge - Payment - In-house
Credit - Refund - Balance - - -<% -#display payment history - -my %target; +# 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; -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('- $%.2f', $item->{'void_payment'}) - if exists($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'} : ''; +@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/; #yay ieee fp - ( my $showbalance = '$'. $balance ) =~ s/^\$\-/- \$/; - -%> + $balance =~ s/^\-0\.00$/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 + $history[-1]->{'balance_forward'} = 1; +} - - - <% unless ( !$target || $target{$target}++ ) { %> - - <% } %> - <%= time2str("%D",$item->{'date'}) %> - <% if ( $target && $target{$target} == 1 ) { %> - - <% } %> - - - <%= $item->{'desc'} %> - <%= $charge %> - <%= $payment %> - <%= $credit %> - <%= $refund %> - <%= $showbalance %> - +# 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.')'; +} +