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Added ability to get a customer's running balance. It's quite flaky, doesn't tolerate having a grid with sub-pages, is actually incorrect for at least some customers (not sure why), but it helps answer a fundamental question for most customers. If I had a better solution, I would surely go for it.

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git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1036 97e9348a-65ac-dc4b-aefc-98561f571b83
This commit is contained in:
Abijah
2014-03-02 18:26:01 +00:00
parent f85481c7ec
commit f50db1a34b
4 changed files with 84 additions and 12 deletions
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25
site/views/customers/view.ctp
View File

@@ -157,13 +157,14 @@ echo $this->element('contacts', array
/**********************************************************************
* Customer Account History
* Customer Statement History
*/
echo $this->element('statement_entries', array
(// Grid configuration
'config' => array
('caption' => 'Customer Statement',
'grid_setup' => array('hiddengrid' => true),
'filter' => array('Customer.id' => $customer['Customer']['id'],
'type !=' => 'VOID'),
//'include' => array('Sub-Total'),
@@ -171,6 +172,28 @@ echo $this->element('statement_entries', array
)));
/**********************************************************************
* Customer Transaction History
*/
echo $this->element('transactions', array
(// Grid configuration
'config' => array
('caption' => 'Balance History',
'limit' => 10000,
'limitOptions' => array('10000'),
'sort_column' => 'Timestamp',
'sort_order' => 'ASC',
'grid_setup' => array('hiddengrid' => true),
'filter' => array('Customer.id' => $customer['Customer']['id']),
'include' => array('Comment', 'PosNeg', 'Balance'),
'exclude' => array('Amount', 'Entries'),
'remap' => array(//'ID' => 'Invoice',
'PosNeg' => 'Amount',
//'Entries' => 'Charges',
),
)));
/* End "detail supporting" div */
echo '</div>' . "\n";

6
site/views/elements/transactions.ctp
View File

@@ -11,9 +11,11 @@ $cols['ID'] = array('index' => 'Transaction.id', 'formatter' =
$cols['Type'] = array('index' => 'Transaction.type', 'formatter' => 'enum');
$cols['Customer'] = array('index' => 'Customer.name', 'formatter' => 'longname');
$cols['Timestamp'] = array('index' => 'Transaction.stamp', 'formatter' => 'date');
$cols['Comment'] = array('index' => 'Transaction.comment', 'formatter' => 'comment', 'sortable' => false);
$cols['Entries'] = array('index' => 'entries', 'formatter' => 'number');
$cols['Amount'] = array('index' => 'Transaction.amount', 'formatter' => 'currency');
$cols['Comment'] = array('index' => 'Transaction.comment', 'formatter' => 'comment');
$cols['PosNeg'] = array('index' => 'balance', 'formatter' => 'currency');
$cols['Balance'] = array('index' => 'subtotal-balance', 'formatter' => 'currency', 'sortable' => false);
// Render the grid
$grid
@@ -22,4 +24,4 @@ $grid
->defaultFields(array('ID', 'Timestamp'))
->searchFields(array('Type', 'Comment'))
->render($this, isset($config) ? $config : null,
array_merge($include, array_diff(array_keys($cols), array('Customer', 'Comment'))));
array_merge($include, array_diff(array_keys($cols), array('Customer', 'PosNeg', 'Balance', 'Comment'))));