sales/inquiry/customer_inquiry.php

   1 <?php
   2 /**********************************************************************
   3     Copyright (C) FrontAccounting, LLC.
   4         Released under the terms of the GNU Affero General Public License,
   5         AGPL, as published by the Free Software Foundation, either version
   6         3 of the License, or (at your option) any later version.
   7     This program is distributed in the hope that it will be useful,
   8     but WITHOUT ANY WARRANTY; without even the implied warranty of
   9     MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.
  10     See the License here <http://www.gnu.org/licenses/agpl-3.0.html>.
  11 ***********************************************************************/
  12 $page_security = 1;
  13 $path_to_root="../..";
  14 include($path_to_root . "/includes/db_pager.inc");
  15 include_once($path_to_root . "/includes/session.inc");
  16
  17 include_once($path_to_root . "/sales/includes/sales_ui.inc");
  18 include_once($path_to_root . "/sales/includes/sales_db.inc");
  19 include_once($path_to_root . "/reporting/includes/reporting.inc");
  20
  21 $js = "";
  22 if ($use_popup_windows)
  23         $js .= get_js_open_window(900, 500);
  24 if ($use_date_picker)
  25         $js .= get_js_date_picker();
  26 page(_("Customer Transactions"), false, false, "", $js);
  27
  28
  29 if (isset($_GET['customer_id']))
  30 {
  31         $_POST['customer_id'] = $_GET['customer_id'];
  32 }
  33
  34 //------------------------------------------------------------------------------------------------
  35
  36 start_form();
  37
  38 if (!isset($_POST['customer_id']))
  39         $_POST['customer_id'] = get_global_customer();
  40
  41 start_table("class='tablestyle_noborder'");
  42 start_row();
  43
  44 customer_list_cells(_("Select a customer: "), 'customer_id', null, true);
  45
  46 date_cells(_("From:"), 'TransAfterDate', '', null, -30);
  47 date_cells(_("To:"), 'TransToDate', '', null, 1);
  48
  49 if (!isset($_POST['filterType']))
  50         $_POST['filterType'] = 0;
  51
  52 cust_allocations_list_cells(null, 'filterType', $_POST['filterType'], true);
  53
  54 submit_cells('RefreshInquiry', _("Search"),'',_('Refresh Inquiry'), true);
  55 end_row();
  56 end_table();
  57 end_form();
  58 set_global_customer($_POST['customer_id']);
  59
  60 //------------------------------------------------------------------------------------------------
  61
  62 function display_customer_summary($customer_record)
  63 {
  64         global $table_style;
  65
  66         $past1 = get_company_pref('past_due_days');
  67         $past2 = 2 * $past1;
  68     if ($customer_record["dissallow_invoices"] != 0)
  69     {
  70         echo "<center><font color=red size=4><b>" . _("CUSTOMER ACCOUNT IS ON HOLD") . "</font></b></center>";
  71     }
  72
  73         $nowdue = "1-" . $past1 . " " . _('Days');
  74         $pastdue1 = $past1 + 1 . "-" . $past2 . " " . _('Days');
  75         $pastdue2 = _('Over') . " " . $past2 . " " . _('Days');
  76
  77     start_table("width=80% $table_style");
  78     $th = array(_("Currency"), _("Terms"), _("Current"), $nowdue,
  79         $pastdue1, $pastdue2, _("Total Balance"));
  80     table_header($th);
  81
  82         start_row();
  83     label_cell($customer_record["curr_code"]);
  84     label_cell($customer_record["terms"]);
  85         amount_cell($customer_record["Balance"] - $customer_record["Due"]);
  86         amount_cell($customer_record["Due"] - $customer_record["Overdue1"]);
  87         amount_cell($customer_record["Overdue1"] - $customer_record["Overdue2"]);
  88         amount_cell($customer_record["Overdue2"]);
  89         amount_cell($customer_record["Balance"]);
  90         end_row();
  91
  92         end_table();
  93 }
  94 //------------------------------------------------------------------------------------------------
  95
  96 div_start('totals_tbl');
  97 if ($_POST['customer_id'] != "" && $_POST['customer_id'] != reserved_words::get_all())
  98 {
  99         $customer_record = get_customer_details($_POST['customer_id'], $_POST['TransToDate']);
 100     display_customer_summary($customer_record);
 101     echo "<br>";
 102 }
 103 div_end();
 104
 105 if(get_post('RefreshInquiry'))
 106 {
 107         $Ajax->activate('totals_tbl');
 108 }
 109 //------------------------------------------------------------------------------------------------
 110
 111 function systype_name($dummy, $type)
 112 {
 113         return systypes::name($type);
 114 }
 115
 116 function order_view($row)
 117 {
 118         return $row['order_']>0 ?
 119                 get_customer_trans_view_str(systypes::sales_order(), $row['order_'])
 120                 : "";
 121 }
 122
 123 function trans_view($trans)
 124 {
 125         return get_trans_view_str($trans["type"], $trans["trans_no"]);
 126 }
 127
 128 function due_date($row)
 129 {
 130         return ($row["type"]==20 || $row["type"]==21)
 131                 ? $row["due_date"] : '';
 132 }
 133
 134 function gl_view($row)
 135 {
 136         return get_gl_view_str($row["type"], $row["trans_no"]);
 137 }
 138
 139 function fmt_debit($row)
 140 {
 141         $value =
 142             $row['type']==11 || $row['type']==12 || $row['type']==2 ?
 143                 -$row["TotalAmount"] : $row["TotalAmount"];
 144         return $value>=0 ? price_format($value) : '';
 145
 146 }
 147
 148 function fmt_credit($row)
 149 {
 150         $value =
 151             !($row['type']==11 || $row['type']==12 || $row['type']==2) ?
 152                 -$row["TotalAmount"] : $row["TotalAmount"];
 153         return $value>0 ? price_format($value) : '';
 154 }
 155
 156 function credit_link($row)
 157 {
 158         return $row['type'] == 10 ?
 159                 pager_link(_("Credit This"),
 160                         "/sales/customer_credit_invoice.php?InvoiceNumber=".
 161                         $row['trans_no'], ICON_CREDIT)
 162                         : '';
 163 }
 164
 165 function edit_link($row)
 166 {
 167         $str = '';
 168
 169         switch($row['type']) {
 170         case 10:
 171                 $str = "/sales/customer_invoice.php?ModifyInvoice=".$row['trans_no'];
 172                 break;
 173         case 11:
 174                 if ($row['order_']==0) // free-hand credit note
 175                     $str = "/sales/credit_note_entry.php?ModifyCredit=".$row['trans_no'];
 176                 else    // credit invoice
 177                     $str = "/sales/customer_credit_invoice.php?ModifyCredit=".$row['trans_no'];
 178                 break;
 179          case 13:
 180                 $str = "/sales/customer_delivery.php?ModifyDelivery=".$row['trans_no'];
 181                 break;
 182         }
 183         return pager_link(_('Edit'), $str, ICON_EDIT);
 184 }
 185
 186 function prt_link($row)
 187 {
 188         if ($row['type'] != 12) // customer payment printout not defined yet.
 189                 return print_document_link($row['trans_no'], _("Print"), true, $row['type'], ICON_PRINT);
 190 }
 191
 192 function check_overdue($row)
 193 {
 194         return $row['OverDue'] == 1
 195                 && (abs($row["TotalAmount"]) - $row["Allocated"] != 0);
 196 }
 197 //------------------------------------------------------------------------------------------------
 198     $date_after = date2sql($_POST['TransAfterDate']);
 199     $date_to = date2sql($_POST['TransToDate']);
 200
 201   $sql = "SELECT
 202                 trans.type,
 203                 trans.trans_no,
 204                 trans.order_,
 205                 trans.reference,
 206                 trans.tran_date,
 207                 trans.due_date,
 208                 debtor.name,
 209                 branch.br_name,
 210                 debtor.curr_code,
 211                 (trans.ov_amount + trans.ov_gst + trans.ov_freight
 212                         + trans.ov_freight_tax + trans.ov_discount)     AS TotalAmount,
 213                 trans.alloc AS Allocated,
 214                 ((trans.type = 10)
 215                         AND trans.due_date < '" . date2sql(Today()) . "') AS OverDue
 216                 FROM "
 217                         .TB_PREF."debtor_trans as trans, "
 218                         .TB_PREF."debtors_master as debtor, "
 219                         .TB_PREF."cust_branch as branch
 220                 WHERE debtor.debtor_no = trans.debtor_no
 221                         AND trans.tran_date >= '$date_after'
 222                         AND trans.tran_date <= '$date_to'
 223                         AND trans.branch_code = branch.branch_code";
 224
 225         if ($_POST['customer_id'] != reserved_words::get_all())
 226                 $sql .= " AND trans.debtor_no = '" . $_POST['customer_id'] . "'";
 227
 228         if ($_POST['filterType'] != reserved_words::get_all())
 229         {
 230                 if ($_POST['filterType'] == '1')
 231                 {
 232                         $sql .= " AND (trans.type = 10 OR trans.type = 1) ";
 233                 }
 234                 elseif ($_POST['filterType'] == '2')
 235                 {
 236                         $sql .= " AND (trans.type = 10) ";
 237                 }
 238                 elseif ($_POST['filterType'] == '3')
 239                 {
 240                         $sql .= " AND (trans.type = " . systypes::cust_payment()
 241                                         ." OR trans.type = 2) ";
 242                 }
 243                 elseif ($_POST['filterType'] == '4')
 244                 {
 245                         $sql .= " AND trans.type = 11 ";
 246                 }
 247                 elseif ($_POST['filterType'] == '5')
 248                 {
 249                         $sql .= " AND trans.type = 13 ";
 250                 }
 251
 252         if ($_POST['filterType'] == '2')
 253         {
 254                 $today =  date2sql(Today());
 255                 $sql .= " AND trans.due_date < '$today'
 256                                 AND (trans.ov_amount + trans.ov_gst + trans.ov_freight_tax +
 257                                 trans.ov_freight + trans.ov_discount - trans.alloc > 0) ";
 258         }
 259         }
 260
 261 //------------------------------------------------------------------------------------------------
 262
 263 $cols = array(
 264         _("Type") => array('fun'=>'systype_name', 'ord'=>''),
 265         _("#") => array('fun'=>'trans_view', 'ord'=>''),
 266         _("Order") => array('fun'=>'order_view'),
 267         _("Reference"),
 268         _("Date") => array('type'=>'date', 'ord'=>'desc'),
 269         _("Due Date") => array('type=>date', 'fun'=>'due_date'),
 270         _("Customer") => array('ord'=>''),
 271         _("Branch") => array('ord'=>''),
 272         _("Currency") => array('align'=>'center'),
 273         _("Debit") => array('align'=>'right', 'fun'=>'fmt_debit'),
 274         _("Credit") => array('align'=>'right','insert'=>true, 'fun'=>'fmt_credit'),
 275                 array('insert'=>true, 'fun'=>'gl_view'),
 276                 array('insert'=>true, 'fun'=>'credit_link'),
 277                 array('insert'=>true, 'fun'=>'edit_link'),
 278                 array('insert'=>true, 'fun'=>'prt_link')
 279         );
 280
 281 if ($_POST['customer_id'] != reserved_words::get_all()) {
 282         $cols[_("Customer")] = 'skip';
 283         $cols[_("Currency")] = 'skip';
 284 }
 285
 286
 287 $table =& new_db_pager('trans_tbl', $sql, $cols);
 288 $table->set_marker('check_overdue', _("Marked items are overdue."));
 289
 290 if (get_post('RefreshInquiry')) {
 291         $table->set_sql($sql);
 292         $table->set_columns($cols);
 293 }
 294 start_form();
 295 display_db_pager($table);
 296
 297 end_form();
 298 end_page();
 299
 300 ?>