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
  99 //------------------------------------------------------------------------------------------------
 100 function systype_name($dummy, $type)
 101 {
 102         return systypes::name($type);
 103 }
 104
 105 function order_view($row)
 106 {
 107         return $row['order_']>0 ?
 108                 get_customer_trans_view_str(systypes::sales_order(), $row['order_'])
 109                 : "";
 110 }
 111
 112 function trans_view($trans)
 113 {
 114         return get_trans_view_str($trans["type"], $trans["trans_no"]);
 115 }
 116
 117 function due_date($row)
 118 {
 119         return ($row["type"]==20 || $row["type"]==21)
 120                 ? $row["due_date"] : '';
 121 }
 122
 123 function gl_view($row)
 124 {
 125         return get_gl_view_str($row["type"], $row["trans_no"]);
 126 }
 127
 128 function fmt_debit($row)
 129 {
 130         $value =
 131             $row['type']==11 || $row['type']==12 || $row['type']==2 ?
 132                 -$row["TotalAmount"] : $row["TotalAmount"];
 133         return $value>=0 ? price_format($value) : '';
 134
 135 }
 136
 137 function fmt_credit($row)
 138 {
 139         $value =
 140             !($row['type']==11 || $row['type']==12 || $row['type']==2) ?
 141                 -$row["TotalAmount"] : $row["TotalAmount"];
 142         return $value>0 ? price_format($value) : '';
 143 }
 144
 145 function credit_link($row)
 146 {
 147         return $row['type'] == 10 ?
 148                 pager_link(_("Credit This"),
 149                         "/sales/customer_credit_invoice.php?InvoiceNumber=".
 150                         $row['trans_no'])
 151                         : '';
 152 }
 153
 154 function edit_link($row)
 155 {
 156         $str = '';
 157
 158         switch($row['type']) {
 159         case 10:
 160                 $str = "/sales/customer_invoice.php?ModifyInvoice=".$row['trans_no'];
 161                 break;
 162         case 11:
 163                 if ($row['order_']==0) // free-hand credit note
 164                     $str = "/sales/credit_note_entry.php?ModifyCredit=".$row['trans_no'];
 165                 else    // credit invoice
 166                     $str = "/sales/customer_credit_invoice.php?ModifyCredit=".$row['trans_no'];
 167                 break;
 168          case 13:
 169                 $str = "/sales/customer_delivery.php?ModifyDelivery=".$row['trans_no'];
 170                 break;
 171         }
 172         return pager_link(_('Edit'), $str);
 173 }
 174
 175 function prt_link($row)
 176 {
 177         if ($row['type'] != 12) // customer payment printout not defined yet.
 178                 return print_document_link($row['trans_no'], _("Print"), true, $row['type']);
 179 }
 180
 181 function check_overdue($row)
 182 {
 183         return $row['OverDue'] == 1
 184                 && (abs($row["TotalAmount"]) - $row["Allocated"] != 0);
 185 }
 186 //------------------------------------------------------------------------------------------------
 187     $date_after = date2sql($_POST['TransAfterDate']);
 188     $date_to = date2sql($_POST['TransToDate']);
 189
 190   $sql = "SELECT
 191                 trans.type,
 192                 trans.trans_no,
 193                 trans.order_,
 194                 trans.reference,
 195                 trans.tran_date,
 196                 trans.due_date,
 197                 debtor.name,
 198                 branch.br_name,
 199                 debtor.curr_code,
 200                 (trans.ov_amount + trans.ov_gst + trans.ov_freight
 201                         + trans.ov_freight_tax + trans.ov_discount)     AS TotalAmount,
 202                 trans.alloc AS Allocated,
 203                 ((trans.type = 10)
 204                         AND trans.due_date < '" . date2sql(Today()) . "') AS OverDue
 205                 FROM "
 206                         .TB_PREF."debtor_trans as trans, "
 207                         .TB_PREF."debtors_master as debtor, "
 208                         .TB_PREF."cust_branch as branch
 209                 WHERE debtor.debtor_no = trans.debtor_no
 210                         AND trans.tran_date >= '$date_after'
 211                         AND trans.tran_date <= '$date_to'
 212                         AND trans.branch_code = branch.branch_code";
 213
 214         if ($_POST['customer_id'] != reserved_words::get_all())
 215                 $sql .= " AND trans.debtor_no = '" . $_POST['customer_id'] . "'";
 216
 217         if ($_POST['filterType'] != reserved_words::get_all())
 218         {
 219                 if ($_POST['filterType'] == '1')
 220                 {
 221                         $sql .= " AND (trans.type = 10 OR trans.type = 1) ";
 222                 }
 223                 elseif ($_POST['filterType'] == '2')
 224                 {
 225                         $sql .= " AND (trans.type = 10) ";
 226                 }
 227                 elseif ($_POST['filterType'] == '3')
 228                 {
 229                         $sql .= " AND (trans.type = " . systypes::cust_payment()
 230                                         ." OR trans.type = 2) ";
 231                 }
 232                 elseif ($_POST['filterType'] == '4')
 233                 {
 234                         $sql .= " AND trans.type = 11 ";
 235                 }
 236                 elseif ($_POST['filterType'] == '5')
 237                 {
 238                         $sql .= " AND trans.type = 13 ";
 239                 }
 240
 241         if ($_POST['filterType'] == '2')
 242         {
 243                 $today =  date2sql(Today());
 244                 $sql .= " AND trans.due_date < '$today'
 245                                 AND (trans.ov_amount + trans.ov_gst + trans.ov_freight_tax +
 246                                 trans.ov_freight + trans.ov_discount - trans.alloc > 0) ";
 247         }
 248         }
 249
 250 //------------------------------------------------------------------------------------------------
 251
 252 $cols = array(
 253         _("Type") => array('fun'=>'systype_name', 'ord'=>''),
 254         _("#") => array('fun'=>'trans_view', 'ord'=>''),
 255         _("Order") => array('fun'=>'order_view'),
 256         _("Reference"),
 257         _("Date") => array('type'=>'date', 'ord'=>'desc'),
 258         _("Due Date") => array('type=>date', 'fun'=>'due_date'),
 259         _("Customer") => array('ord'=>''),
 260         _("Branch") => array('ord'=>''),
 261         _("Currency") => array('align'=>'center'),
 262         _("Debit") => array('align'=>'right', 'fun'=>'fmt_debit'),
 263         _("Credit") => array('align'=>'right','insert'=>true, 'fun'=>'fmt_credit'),
 264                 array('insert'=>true, 'fun'=>'gl_view'),
 265                 array('insert'=>true, 'fun'=>'credit_link'),
 266                 array('insert'=>true, 'fun'=>'edit_link'),
 267                 array('insert'=>true, 'fun'=>'prt_link')
 268         );
 269
 270 if ($_POST['customer_id'] != reserved_words::get_all()) {
 271         $cols[_("Customer")] = 'skip';
 272         $cols[_("Currency")] = 'skip';
 273 }
 274
 275
 276 $table =& new_db_pager('trans_tbl', $sql, $cols);
 277 $table->set_marker('check_overdue', _("Marked items are overdue."));
 278
 279
 280 if(get_post('RefreshInquiry'))
 281 {
 282         $table->set_sql($sql);
 283         $table->set_columns($cols);
 284         $Ajax->activate('trans_tbl');
 285         $Ajax->activate('totals_tbl');
 286 }
 287
 288         start_form();
 289         display_db_pager($table);
 290         end_form();
 291 end_page();
 292
 293
 294 ?>