sales/inquiry/customer_inquiry.php

   1 <?php
   2
   3 $page_security = 1;
   4 $path_to_root="../..";
   5 include($path_to_root . "/includes/db_pager.inc");
   6 include_once($path_to_root . "/includes/session.inc");
   7
   8 include_once($path_to_root . "/sales/includes/sales_ui.inc");
   9 include_once($path_to_root . "/sales/includes/sales_db.inc");
  10 include_once($path_to_root . "/reporting/includes/reporting.inc");
  11
  12 $js = "";
  13 if ($use_popup_windows)
  14         $js .= get_js_open_window(900, 500);
  15 if ($use_date_picker)
  16         $js .= get_js_date_picker();
  17 page(_("Customer Transactions"), false, false, "", $js);
  18
  19
  20 if (isset($_GET['customer_id']))
  21 {
  22         $_POST['customer_id'] = $_GET['customer_id'];
  23 }
  24
  25 //------------------------------------------------------------------------------------------------
  26
  27 start_form();
  28
  29 if (!isset($_POST['customer_id']))
  30         $_POST['customer_id'] = get_global_customer();
  31
  32 start_table("class='tablestyle_noborder'");
  33 start_row();
  34
  35 customer_list_cells(_("Select a customer: "), 'customer_id', null, true);
  36
  37 date_cells(_("From:"), 'TransAfterDate', '', null, -30);
  38 date_cells(_("To:"), 'TransToDate', '', null, 1);
  39
  40 if (!isset($_POST['filterType']))
  41         $_POST['filterType'] = 0;
  42
  43 cust_allocations_list_cells(null, 'filterType', $_POST['filterType'], true);
  44
  45 submit_cells('RefreshInquiry', _("Search"),'',_('Refresh Inquiry'), true);
  46 end_row();
  47 end_table();
  48
  49 end_form();
  50
  51 set_global_customer($_POST['customer_id']);
  52
  53 //------------------------------------------------------------------------------------------------
  54
  55 function display_customer_summary($customer_record)
  56 {
  57         global $table_style;
  58
  59         $past1 = get_company_pref('past_due_days');
  60         $past2 = 2 * $past1;
  61     if ($customer_record["dissallow_invoices"] != 0)
  62     {
  63         echo "<center><font color=red size=4><b>" . _("CUSTOMER ACCOUNT IS ON HOLD") . "</font></b></center>";
  64     }
  65
  66         $nowdue = "1-" . $past1 . " " . _('Days');
  67         $pastdue1 = $past1 + 1 . "-" . $past2 . " " . _('Days');
  68         $pastdue2 = _('Over') . " " . $past2 . " " . _('Days');
  69
  70     start_table("width=80% $table_style");
  71     $th = array(_("Currency"), _("Terms"), _("Current"), $nowdue,
  72         $pastdue1, $pastdue2, _("Total Balance"));
  73     table_header($th);
  74
  75         start_row();
  76     label_cell($customer_record["curr_code"]);
  77     label_cell($customer_record["terms"]);
  78         amount_cell($customer_record["Balance"] - $customer_record["Due"]);
  79         amount_cell($customer_record["Due"] - $customer_record["Overdue1"]);
  80         amount_cell($customer_record["Overdue1"] - $customer_record["Overdue2"]);
  81         amount_cell($customer_record["Overdue2"]);
  82         amount_cell($customer_record["Balance"]);
  83         end_row();
  84
  85         end_table();;
  86 }
  87 //------------------------------------------------------------------------------------------------
  88
  89 div_start('totals_tbl');
  90 if ($_POST['customer_id'] != "" && $_POST['customer_id'] != reserved_words::get_all())
  91 {
  92         $customer_record = get_customer_details($_POST['customer_id'], $_POST['TransToDate']);
  93     display_customer_summary($customer_record);
  94     echo "<br>";
  95 }
  96 div_end();
  97
  98 if(get_post('RefreshInquiry'))
  99 {
 100         $Ajax->activate('totals_tbl');
 101 }
 102 //------------------------------------------------------------------------------------------------
 103
 104 function systype_name($dummy, $type)
 105 {
 106         return systypes::name($type);
 107 }
 108
 109 function order_view($row)
 110 {
 111         return $row['order_']>0 ?
 112                 get_customer_trans_view_str(systypes::sales_order(), $row['order_'])
 113                 : "";
 114 }
 115
 116 function trans_view($trans)
 117 {
 118         return get_trans_view_str($trans["type"], $trans["trans_no"]);
 119 }
 120
 121 function due_date($row)
 122 {
 123         return ($row["type"]==20 || $row["type"]==21)
 124                 ? $row["due_date"] : '';
 125 }
 126
 127 function gl_view($row)
 128 {
 129         return get_gl_view_str($row["type"], $row["trans_no"]);
 130 }
 131
 132 function fmt_debit($row)
 133 {
 134         $value =
 135             $row['type']==11 || $row['type']==12 || $row['type']==2 ?
 136                 -$row["TotalAmount"] : $row["TotalAmount"];
 137         return $value>=0 ? price_format($value) : '';
 138
 139 }
 140
 141 function fmt_credit($row)
 142 {
 143         $value =
 144             !($row['type']==11 || $row['type']==12 || $row['type']==2) ?
 145                 -$row["TotalAmount"] : $row["TotalAmount"];
 146         return $value>0 ? price_format($value) : '';
 147 }
 148
 149 function credit_link($row)
 150 {
 151         return $row['type'] == 10 ?
 152                 pager_link(_("Credit This"),
 153                         "/sales/customer_credit_invoice.php?InvoiceNumber=".
 154                         $row['trans_no'])
 155                         : '';
 156 }
 157
 158 function edit_link($row)
 159 {
 160         $str = '';
 161
 162         switch($row['type']) {
 163         case 10:
 164                 $str = "/sales/customer_invoice.php?ModifyInvoice=".$row['trans_no'];
 165                 break;
 166         case 11:
 167                 if ($row['order_']==0) // free-hand credit note
 168                     $str = "/sales/credit_note_entry.php?ModifyCredit=".$row['trans_no'];
 169                 else    // credit invoice
 170                     $str = "/sales/customer_credit_invoice.php?ModifyCredit=".$row['trans_no'];
 171                 break;
 172          case 13:
 173                 $str = "/sales/customer_delivery.php?ModifyDelivery=".$row['trans_no'];
 174                 break;
 175         }
 176         return pager_link(_('Edit'), $str);
 177 }
 178
 179 function prt_link($row)
 180 {
 181         if ($row['type'] != 12) // customer payment printout not defined yet.
 182                 return print_document_link($row['trans_no'], _("Print"), true, $row['type']);
 183 }
 184
 185 function check_overdue($row)
 186 {
 187         return $row['OverDue'] == 1
 188                 && (abs($row["TotalAmount"]) - $row["Allocated"] != 0);
 189 }
 190 //------------------------------------------------------------------------------------------------
 191     $date_after = date2sql($_POST['TransAfterDate']);
 192     $date_to = date2sql($_POST['TransToDate']);
 193
 194   $sql = "SELECT
 195                 trans.type,
 196                 trans.trans_no,
 197                 trans.order_,
 198                 trans.reference,
 199                 trans.tran_date,
 200                 trans.due_date,
 201                 debtor.name,
 202                 branch.br_name,
 203                 debtor.curr_code,
 204                 (trans.ov_amount + trans.ov_gst + trans.ov_freight
 205                         + trans.ov_freight_tax + trans.ov_discount)     AS TotalAmount,
 206                 trans.alloc AS Allocated,
 207                 ((trans.type = 10)
 208                         AND trans.due_date < '" . date2sql(Today()) . "') AS OverDue
 209                 FROM "
 210                         .TB_PREF."debtor_trans as trans, "
 211                         .TB_PREF."debtors_master as debtor, "
 212                         .TB_PREF."cust_branch as branch
 213                 WHERE debtor.debtor_no = trans.debtor_no
 214                         AND trans.tran_date >= '$date_after'
 215                         AND trans.tran_date <= '$date_to'
 216                         AND trans.branch_code = branch.branch_code";
 217
 218         if ($_POST['customer_id'] != reserved_words::get_all())
 219                 $sql .= " AND trans.debtor_no = '" . $_POST['customer_id'] . "'";
 220
 221         if ($_POST['filterType'] != reserved_words::get_all())
 222         {
 223                 if ($_POST['filterType'] == '1')
 224                 {
 225                         $sql .= " AND (trans.type = 10 OR trans.type = 1) ";
 226                 }
 227                 elseif ($_POST['filterType'] == '2')
 228                 {
 229                         $sql .= " AND (trans.type = 10) ";
 230                 }
 231                 elseif ($_POST['filterType'] == '3')
 232                 {
 233                         $sql .= " AND (trans.type = " . systypes::cust_payment()
 234                                         ." OR trans.type = 2) ";
 235                 }
 236                 elseif ($_POST['filterType'] == '4')
 237                 {
 238                         $sql .= " AND trans.type = 11 ";
 239                 }
 240                 elseif ($_POST['filterType'] == '5')
 241                 {
 242                         $sql .= " AND trans.type = 13 ";
 243                 }
 244
 245         if ($_POST['filterType'] == '2')
 246         {
 247                 $today =  date2sql(Today());
 248                 $sql .= " AND trans.due_date < '$today'
 249                                 AND (trans.ov_amount + trans.ov_gst + trans.ov_freight_tax +
 250                                 trans.ov_freight + trans.ov_discount - trans.alloc > 0) ";
 251         }
 252         }
 253
 254 //------------------------------------------------------------------------------------------------
 255
 256 $cols = array(
 257         _("Type") => array('fun'=>'systype_name', 'ord'=>''),
 258         _("#") => array('fun'=>'trans_view', 'ord'=>''),
 259         _("Order") => array('fun'=>'order_view'),
 260         _("Reference"),
 261         _("Date") => array('type'=>'date', 'ord'=>'desc'),
 262         _("Due Date") => array('type=>date', 'fun'=>'due_date'),
 263         _("Customer") => array('ord'=>''),
 264         _("Branch") => array('ord'=>''),
 265         _("Currency") => array('align'=>'center'),
 266         _("Debit") => array('align'=>'right', 'fun'=>'fmt_debit'),
 267         _("Credit") => array('align'=>'right','insert'=>true, 'fun'=>'fmt_credit'),
 268                 array('insert'=>true, 'fun'=>'gl_view'),
 269                 array('insert'=>true, 'fun'=>'credit_link'),
 270                 array('insert'=>true, 'fun'=>'edit_link'),
 271                 array('insert'=>true, 'fun'=>'prt_link')
 272         );
 273
 274 if ($_POST['customer_id'] != reserved_words::get_all()) {
 275         $cols[_("Customer")] = 'skip';
 276         $cols[_("Currency")] = 'skip';
 277 }
 278
 279
 280 $table =& new_db_pager('trans_tbl', $sql, $cols);
 281 $table->set_marker('check_overdue', _("Marked items are overdue."));
 282
 283
 284 start_form();
 285
 286 display_db_pager($table);
 287
 288 end_form();
 289 end_page();
 290
 291 ?>