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