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.

git-svn-id: file:///svn-source/pmgr/branches/v0.3_work@1036 97e9348a-65ac-dc4b-aefc-98561f571b83

site/app_controller.php

@@ -539,6 +539,9 @@ class AppController extends Controller {
     // Retreive the appropriate subset of data
     $records = $this->gridDataRecords($params, $model, $pagination);
 
+    // If subtotaling, figure out the running total before pagination...
+    $this->gridDataRecordsRunningSubtotal($params, $model, $pagination);
+
     // Post process the records
     $this->gridDataPostProcess($params, $model, $records);
 
@@ -1035,6 +1038,53 @@ class AppController extends Controller {
     return $model->find($type, $query);
   }
 
+  function gridDataRecordsRunningSubtotal(&$params, $model, $pagination) {
+
+    // REVISIT <AP>: 20090722
+    //  Horrible solution to something that should be done
+    //  in SQL.  Doesn't really work, but for a grid that contains
+    //  ALL records, and is sorted on the correct field, it does
+    //  actually work.
+    //
+    //  If this function worked correctly, this mechanism would also
+    //  work for grids that did not contain ALL records.
+
+    $subtotals = array();
+    foreach ($params['post']['fields'] AS $field) {
+      if (preg_match('/subtotal-(.*)$/', $field, $matches))
+	$subtotals[] = array('field' => $matches[1],
+			     'name' => $field,
+			     'amount' => 0);
+    }
+
+    // This part, if functioning, should do a sub-total off all records
+    // that are not part of the grid, instead of starting at zero, so that
+    // the totals come out correctly for the each record entry.
+
+    /* $pagination['start'] = $pagination['start'] + $pagination['limit']; */
+    /* $pagination['limit'] = 10000000; */
+
+    /* // Retreive the appropriate subset of data */
+    /* $params_copy = $params; */
+    /* $records = $this->gridDataRecords($params_copy, $model, $pagination); */
+
+    /* foreach ($records AS &$record) { */
+    /*   foreach ($subtotals AS &$subtotal) { */
+    /* 	$field = $subtotal['field']; */
+    /* 	if (preg_match("/\./", $field)) { */
+    /* 	  list($tbl, $col) = explode(".", $field); */
+    /* 	  $record['subtotal-'.$tbl][$col] = */
+    /* 	    ($subtotal['amount'] += $record[$tbl][$col]); */
+    /* 	} */
+    /* 	else { */
+    /* 	  $record[$model->alias]['subtotal-'.$field] =  */
+    /* 	    ($subtotal['amount'] += $record[$model->alias][$field]); */
+    /* 	} */
+    /*   } */
+    /* } */
+
+    $params['subtotals'] = $subtotals;
+  }
 
   /**************************************************************************
    **************************************************************************
@@ -1085,15 +1135,11 @@ class AppController extends Controller {
 
     // REVISIT <AP>: 20090722
     //  Horrible solution to something that should be done
-    //  in SQL.  But, it works for now, so what the heck...
+    //  in SQL.  Doesn't really work, but for a grid that contains
+    //  ALL records, and is sorted on the correct field, it does
+    //  actually work.
 
-    $subtotals = array();
-    foreach ($params['post']['fields'] AS $field) {
-      if (preg_match('/subtotal-(.*)$/', $field, $matches))
-	$subtotals[] = array('field' => $matches[1],
-			     'name' => $field,
-			     'amount' => 0);
-    }
+    $subtotals = $params['subtotals'];
 
     foreach ($records AS &$record) {
       foreach ($subtotals AS &$subtotal) {

site/controllers/transactions_controller.php

@@ -93,7 +93,8 @@ class TransactionsController extends AppController {
     $fields[] = ("IF(Transaction.type = 'DEPOSIT'," .
 		 "   COUNT(DepositTender.id)," .
 		 "   COUNT(StatementEntry.id)) AS entries");
-    return $fields;
+    return array_merge($fields,
+		       $this->Transaction->LedgerEntry->debitCreditFields(false, true, 'Transaction'));
   }
 
   function gridDataConditions(&$params, &$model) {

site/views/customers/view.ctp

@@ -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";
 

site/views/elements/transactions.ctp

@@ -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'))));