X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fview%2Fcust_main%2Fpayment_history.html;h=6630d12a5d115f2d46dc01a4634a6dfd42e35766;hb=a72a10f754f7465121d6137bb3dcee0a21ea6443;hp=a922cfc0af7c4e65d675f52dc9c68660326516f5;hpb=d2062945973d28e65b942f37bbbd9a5ab4f4172c;p=freeside.git diff --git a/httemplate/view/cust_main/payment_history.html b/httemplate/view/cust_main/payment_history.html index a922cfc0a..6630d12a5 100644 --- a/httemplate/view/cust_main/payment_history.html +++ b/httemplate/view/cust_main/payment_history.html @@ -1,429 +1,268 @@ + + + + + + + - - - - - - - + + + + + + + -% + %#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/^\$\-/- \$/; + + + + + + + + + + + + + +%} % %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; +%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" '; @@ -433,28 +272,7 @@ % $display = ''; % % if ( $hidden && ! $seen++ ) { -% ( my $balance_forward = $money_char. $balance ) =~ s/^\$\-/- \$/; -% - - - - - - - - - - - - - - -% +% balance_forward_row($balance, $item->{'date'}, $money_char); % } % % } @@ -467,7 +285,11 @@ % % 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'}) @@ -500,13 +322,13 @@ > - - - - - - % } +%if ( scalar(@history) && $hidden && ! $seen++ ) { +% balance_forward_row($balance, $lastdate, $money_char); +%}
- -

Payment History
+%# payment links % my $s = 0; -% if ( $payby{'BILL'} && $curuser->access_right('Post payment') ) { - +% if ( $payby{'BILL'} && $curuser->access_right(['Post payment', 'Post check payment' ]) ) { <% $s++ ? ' | ' : '' %> - Enter check payment + <& /elements/popup_link-cust_main.html, + 'label' => emt('Enter check payment'), + 'action' => "${p}edit/cust_pay.cgi?popup=1;payby=BILL", + 'cust_main' => $cust_main, + 'actionlabel' => emt('Enter check payment'), + 'width' => 392, + 'height' => 392, + &> % } -% if ( $payby{'CASH'} && $curuser->access_right('Post payment') ) { - +% if ( $payby{'CASH'} && $curuser->access_right(['Post payment', 'Post cash payment']) ) { <% $s++ ? ' | ' : '' %> - Enter cash payment + <& /elements/popup_link-cust_main.html, + 'label' => emt('Enter cash payment'), + 'action' => "${p}edit/cust_pay.cgi?popup=1;payby=CASH", + 'cust_main' => $cust_main, + 'actionlabel' => emt('Enter cash payment'), + 'width' => 392, + 'height' => 392, + &> % } -% if ( $payby{'WEST'} && $curuser->access_right('Post payment') ) { - +% if ( $payby{'WEST'} && $curuser->access_right('Post payment') ) { <% $s++ ? ' | ' : '' %> - Enter Western Union payment + <% mt('Enter Western Union payment') |h %> % } -% if ( ( $payby{'CARD'} || $payby{'DCRD'} ) -% && $curuser->access_right('Process payment') -% ) { -% +
+% $s=0; +% if ( ( $payby{'CARD'} || $payby{'DCRD'} ) +% && $curuser->access_right(['Process payment', 'Process credit card payment']) +% && ! $cust_main->is_encrypted($cust_main->payinfo) +% ) { <% $s++ ? ' | ' : '' %> - Process credit card payment + <% mt('Process credit card payment') |h %> % } + % 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++ ? ' | ' : '' %> - Process electronic check (ACH) payment + <% mt('Process electronic check (ACH) payment') |h %> % } -% if ( $payby{'MCRD'} && $curuser->access_right('Post payment') ) { - +% if ( $payby{'MCRD'} && $curuser->access_right('Post payment') ) { <% $s++ ? ' | ' : '' %> - Post manual (offline) credit card payment + <% mt('Post manual (offline/POS) credit card payment') |h %> % }
+%# credit link + % if ( $curuser->access_right('Post credit') ) { - Enter credit + <& /elements/popup_link-cust_main.html, + 'label' => emt('Enter credit'), + 'action' => "${p}edit/cust_credit.cgi", + 'cust_main' => $cust_main, + 'actionlabel' => emt('Enter credit'), + 'width' => 616, #make room for reasons #540 default + &> + | + <& /elements/popup_link-cust_main.html, + 'label' => emt('Credit line items'), + #'action' => "${p}search/cust_bill_pkg.cgi?nottax=1;type=select", + 'action' => "${p}edit/credit-cust_bill_pkg.html", + 'cust_main' => $cust_main, + 'actionlabel' => emt('Credit line items'), + 'width' => 884, #763, + 'height' => 575, + &>
% } -% if ( $curuser->access_right('View customer tax exemptions') ) { - View tax exemptions +%# 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++ ? ' | ' : '' %> +%# Process credit card refund +%# % } +%# +%# % if ( ( $payby{'CHEK'} || $payby{'DCHK'} ) +%# % && $curuser->access_right('Process refund') +%# % && ! $cust_main->is_encrypted($cust_main->payinfo) +%# % ) { +%# <% $s++ ? ' | ' : '' %> +%# Process electronic check (ACH) refund +%# % } + +% if ( $payby{'MCRD'} && $curuser->access_right('Post refund') ) { + <% $s++ ? ' | ' : '' %> + <% mt('Post manual (offline/POS) credit card refund') |h %> +% } + + 		+ +%# invoice reports, combined statement +% if ( $curuser->access_right('List invoices') ) { +% if ( $conf->exists('cust_main-print_statement_link') +% and $num_cust_bill > 0 ) { + <% + mt('Print a current statement') |h %>
+% } + <% mt('Invoice reports') |h %> % } +
+%# 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 ) { + <% mt('View tax exemptions') |h %> + <% $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, + } + &> + | + <% mt('View tax adjustments') |h %> +% } +
+% } + +%# 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' ? '|' : '' %> +% } +
+% } -%#get payment history -%my @history = (); -% -%#invoices -%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; -% my $link = $curuser->access_right('View invoices') -% ? qq!! -% : ''; -% push @history, { -% 'date' => $cust_bill->_date, -% 'desc' => $link. $pre. -% "Invoice #$invnum (Balance \$". $cust_bill->owed. ')'. -% $post. ( $link ? '' : '' ), -% '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 = '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 -% && $curuser->access_right('Refund payment') -% ) { -% $refund = qq! (refund)!; -% } -% -% my $void = ''; -% if ( $cust_pay->closed !~ /^Y/i -% && ( ( $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! (void)!; -% } -% -% my $delete = ''; -% if ( $cust_pay->closed !~ /^Y/i -% && $conf->exists('deletepayments') -% && $curuser->access_right('Delete payment') -% ) -% { -% $delete = qq! (delete)!; -% } -% -% my $unapply = ''; -% if ( $cust_pay->closed !~ /^Y/i -% && scalar(@cust_bill_pay) -% && $curuser->access_right('Unapply payment') -% ) -% { -% $unapply = qq! (unapply)!; -% } -% -% 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 -% && $curuser->access_right('Unvoid') -% ) -% { -% $unvoid = qq! (unvoid)!; -% } -% -% push @history, { -% 'date' => $cust_pay_void->_date, -% 'desc' => "Payment $info voided ". -% time2str("%D", $cust_pay_void->void_date). -% " by ". $cust_pay_void->otaker. ''. $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 = '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 -% -% #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! (!. -% qq!delete)!; -% } -% -% my $unapply = ''; -% if ( $cust_credit->closed !~ /^Y/i -% && scalar(@cust_credit_bill) -% && $curuser->access_right('Unapply credit') -% ) -% { -% $unapply = qq! (!. -% qq!unapply)!; -% } -% -% 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, -% }; -% -%} -% -% +%# pending payment links + +% if ( $curuser->access_right('View customer pending payments') +% && scalar($cust_main->cust_pay_pending) +% ) +% { + <% mt('View pending payments') |h %>
+% } + +
+%# and now the table -<% include("/elements/table-grid.html") %> +<& /elements/table-grid.html &> % my $bgcolor1 = '#eeeeee'; % my $bgcolor2 = '#ffffff'; % my $bgcolor = ''; -% -
DateDescriptionChargePaymentIn-house
Credit		RefundBalance<% mt('Date') |h %><% mt('Description') |h %><% mt('Invoice') |h %><% mt('Payment') |h %><% mt('In-house Credit') |h %><% mt('Refund') |h %><% mt('Balance') |h %>
+ <% time2str($date_format, $date) %> + + <% mt("Starting balance on [_1]", time2str($date_format, $date) ) |h %> + (<% mt('show prior history') |h %>) + <% $balance_forward %>
- <% time2str("%D",$item->{'date'}) %> - - Starting balance on <% time2str("%D",$item->{'date'}) %> - (show prior history) - <% $balance_forward %>
+ % unless ( !$target || $target{$target}++ ) { % } - <% time2str("%D",$item->{'date'}) %> + <% time2str($date_format, $item->{'date'}) %> % if ( $target && $target{$target} == 1 ) { @@ -517,26 +339,32 @@ <% $item->{'desc'} %> + <% $charge %> + <% $payment %> + <% $credit %> + <% $refund %> + <% $showbalance %>
+ + +