addSideMenuLink('Current', array('controller' => 'customers', 'action' => 'current'), null, 'CONTROLLER'); $this->addSideMenuLink('Past', array('controller' => 'customers', 'action' => 'past'), null, 'CONTROLLER'); $this->addSideMenuLink('All', array('controller' => 'customers', 'action' => 'all'), null, 'CONTROLLER'); $this->addSideMenuLink('New Customer', array('controller' => 'customers', 'action' => 'add'), null, 'ACTION', $this->new_area); } /************************************************************************** ************************************************************************** ************************************************************************** * action: index / current / past / all * - Creates a list of customers */ function index() { $this->current(); } function current() { $this->gridView('Current Tenants', 'current'); } function past() { $this->gridView('Past Tenants'); } function all() { $this->gridView('All Customers'); } /************************************************************************** ************************************************************************** ************************************************************************** * virtuals: gridData * - With the application controller handling the gridData action, * these virtual functions ensure that the correct data is passed * to jqGrid. */ function gridDataCountTables(&$params, &$model) { return array ('link' => array(// Models 'PrimaryContact', ), ); } function gridDataTables(&$params, &$model) { $link = $this->gridDataCountTables($params, $model); // StatementEntry is needed to determine customer balance $link['link']['StatementEntry'] = array('fields' => array()); return $link; } function gridDataFields(&$params, &$model) { $fields = parent::gridDataFields($params, $model); return array_merge($fields, $this->Customer->StatementEntry->chargeDisbursementFields(true)); } function gridDataConditions(&$params, &$model) { $conditions = parent::gridDataConditions($params, $model); if ($params['action'] === 'current') { $conditions[] = array('Customer.current_lease_count >' => 0); } elseif ($params['action'] === 'past') { $conditions[] = array('Customer.current_lease_count' => 0); $conditions[] = array('Customer.past_lease_count >' => 0); } return $conditions; } function gridDataFilterTablesConfig(&$params, &$model, $table) { $config = parent::gridDataFilterTablesConfig($params, $model, $table); // Special case for Contact; We need the Contact/Customer relationship if ($table == 'Contact') $config = array('fields' => array('ContactsCustomer.type', 'ContactsCustomer.active'), 'conditions' => array('ContactsCustomer.active' => true), ); return $config; } function gridDataOrder(&$params, &$model, $index, $direction) { $order = parent::gridDataOrder($params, $model, $index, $direction); // After sorting by whatever the user wants, add these // defaults into the sort mechanism. If we're already // sorting by one of them, it will only be redundant, // and should cause no harm (possible a longer query?) $order[] = 'PrimaryContact.last_name ' . $direction; $order[] = 'PrimaryContact.first_name ' . $direction; $order[] = 'Customer.id ' . $direction; return $order; } function gridDataPostProcessLinks(&$params, &$model, &$records, $links) { $links['Customer'] = array('name'); return parent::gridDataPostProcessLinks($params, $model, $records, $links); } /************************************************************************** ************************************************************************** ************************************************************************** * action: move_in * - Sets up the move-in page for the given customer. */ function move_in($id = null, $unit_id = null) { $customer = array(); $unit = array(); if (!empty($id)) { $this->Customer->recursive = -1; $customer = current($this->Customer->read(null, $id)); } if (!empty($unit_id)) { $this->Customer->Lease->Unit->recursive = -1; $unit = current($this->Customer->Lease->Unit->read(null, $unit_id)); } $this->set(compact('customer', 'unit')); $title = 'Customer Move-In'; $this->set(compact('title')); $this->render('/leases/move'); } /************************************************************************** ************************************************************************** ************************************************************************** * action: move_out * - prepare to move a customer out of one of their units */ function move_out($id) { $customer = $this->Customer->find ('first', array ('contain' => array (// Models 'Lease' => array('conditions' => array('Lease.moveout_date' => null), // Models 'Unit' => array('order' => array('sort_order'), 'fields' => array('id', 'name'), ), ), ), 'conditions' => array('Customer.id' => $id), )); $this->set('customer', $lease['Customer']); $this->set('unit', array()); $redirect = array('controller' => 'customers', 'action' => 'view', $id); $title = $customer['Customer']['name'] . ': Prepare Move-Out'; $this->set(compact('title', 'customer', 'redirect')); $this->render('/leases/move'); } /************************************************************************** ************************************************************************** ************************************************************************** * action: view * - Displays information about a specific customer */ function view($id = null) { if (!$id) { $this->Session->setFlash(__('Invalid Item.', true)); $this->redirect(array('action'=>'index')); } // Get details on this customer, its contacts and leases $customer = $this->Customer->find ('first', array ('contain' => array (// Models 'Contact' => array('order' => array('Contact.display_name'), // Models 'ContactPhone', 'ContactEmail', 'ContactAddress', ), 'Lease' => array('Unit' => array('order' => array('sort_order'), 'fields' => array('id', 'name'), ), ), ), 'conditions' => array('Customer.id' => $id), )); //pr($customer); // Determine how long this customer has been with us. $leaseinfo = $this->Customer->find ('first', array ('link' => array('Lease' => array('fields' => array())), 'fields' => array('MIN(Lease.movein_date) AS since', 'IF(Customer.current_lease_count = 0, MAX(Lease.moveout_date), NULL) AS until'), 'conditions' => array('Customer.id' => $id), 'group' => 'Customer.id', )); $this->set($leaseinfo[0]); // Figure out the outstanding balances for this customer //$this->set('stats', $this->Customer->stats($id)); $outstanding_balance = $this->Customer->balance($id); $outstanding_deposit = $this->Customer->securityDepositBalance($id); // Figure out if this customer has any non-closed leases $show_moveout = false; $moveout_lease_id = null; $show_payment = false; $payment_lease_id = null; foreach ($customer['Lease'] AS $lease) { if (!isset($lease['close_date'])) { if ($show_payment) $payment_lease_id = null; else $payment_lease_id = $lease['id']; $show_payment = true; } if (!isset($lease['moveout_date'])) { if ($show_moveout) $moveout_lease_id = null; else $moveout_lease_id = $lease['id']; $show_moveout = true; } } // Set up dynamic menu items if ($show_payment || $outstanding_balance > 0) $this->addSideMenuLink('New Receipt', array('action' => 'receipt', $id), null, 'ACTION'); if ($show_payment) { /* $ids = $this->Customer->leaseIds($id, true); */ /* if (count($ids) == 1) */ /* $lease_id = $ids[0]; */ /* else */ /* $lease_id = null; */ $this->addSideMenuLink('New Invoice', array('controller' => 'leases', 'action' => 'invoice', $payment_lease_id), null, 'ACTION'); } $this->addSideMenuLink('Move-In', array('action' => 'move_in', $id), null, 'ACTION'); if ($show_moveout) { $this->addSideMenuLink('Move-Out', array('controller' => 'leases', 'action' => 'move_out', $moveout_lease_id), null, 'ACTION'); } if (!$show_moveout && $outstanding_balance > 0) $this->addSideMenuLink('Write-Off', array('action' => 'bad_debt', $id), null, 'ACTION'); if ($outstanding_balance < 0) $this->addSideMenuLink('Issue Refund', array('action' => 'refund', $id), null, 'ACTION'); $this->addSideMenuLink('Edit', array('action' => 'edit', $id), null, 'ACTION'); // Prepare to render. $title = 'Customer: ' . $customer['Customer']['name']; $this->set(compact('customer', 'title', 'outstanding_balance', 'outstanding_deposit')); } /************************************************************************** ************************************************************************** ************************************************************************** * action: edit * - Edit customer information */ function edit($id = null) { if (isset($this->data)) { // Check to see if the operation was cancelled. if (isset($this->params['form']['cancel'])) { if (isset($this->data['Customer']['id'])) $this->redirect(array('action'=>'view', $this->data['Customer']['id'])); $this->redirect(array('action'=>'index')); } // Make sure we have at least one contact if (!isset($this->data['Contact']) || count($this->data['Contact']) == 0) { $this->Session->setFlash("MUST SPECIFY AT LEAST ONE CONTACT", true); $this->redirect(array('action'=>'view', $this->data['Customer']['id'])); } // Make sure there is a primary contact if (!isset($this->data['Customer']['primary_contact_entry'])) { $this->Session->setFlash("MUST SPECIFY A PRIMARY CONTACT", true); $this->redirect(array('action'=>'view', $this->data['Customer']['id'])); } // Go through each customer and strip the bogus ID if new foreach ($this->data['Contact'] AS &$contact) { if (isset($contact['source']) && $contact['source'] === 'new') unset($contact['id']); } // Save the customer and all associated data if (!$this->Customer->saveCustomer($this->data['Customer']['id'], $this->data, $this->data['Customer']['primary_contact_entry'])) { $this->Session->setFlash("CUSTOMER SAVE FAILED", true); pr("CUSTOMER SAVE FAILED"); } // If existing customer, then view it. if ($this->data['Customer']['id']) $this->redirect(array('action'=>'view', $this->Customer->id)); // Since this is a new customer, go to the move in screen. // First set the move-in unit id, if there is one, ... if (empty($this->data['movein']['Unit']['id'])) $unit_id = null; else $unit_id = $this->data['movein']['Unit']['id']; // ... then redirect $this->redirect(array('action'=>'move_in', $this->Customer->id, $unit_id, )); } if ($id) { // REVISIT : 20090816 // This should never need to be done by a controller. // However, until things stabilize, this gives the // user a way to update any cached items on the // customer, by just clicking Edit then Cancel. $this->Customer->update($id); // Get details on this customer, its contacts and leases $customer = $this->Customer->find ('first', array ('contain' => array (// Models 'Contact' => array('order' => array('Contact.display_name'), // Models 'ContactPhone', 'ContactEmail', 'ContactAddress', ), 'Lease' => array('Unit' => array('order' => array('sort_order'), 'fields' => array('id', 'name'), ), ), ), 'conditions' => array('Customer.id' => $id), )); $this->data = $customer; $title = 'Customer: ' . $this->data['Customer']['name'] . " : Edit"; } else { $title = "Enter New Customer"; $this->data = array('Contact' => array(), 'PrimaryContact' => null); } $contact_types = array_flip($this->Customer->ContactsCustomer->getEnumValues('type')); unset($contact_types[0]); $contact_types = array_combine($contact_types, $contact_types); $this->set(compact('contact_types')); $contacts = $this->Customer->Contact->contactList(); $this->set(compact('contacts')); // Prepare to render. //pr($this->data); $this->set(compact('title')); $this->render('edit'); } /************************************************************************** ************************************************************************** ************************************************************************** * action: add * - Add a new customer */ function add($unit_id = null) { $this->set('movein', array('Unit' => array('id' => $unit_id))); $this->edit(); } /************************************************************************** ************************************************************************** ************************************************************************** * action: receipt * - Sets up the receipt entry page for the given customer. */ function receipt($id = null) { if (isset($id)) { $this->Customer->recursive = -1; $customer = $this->Customer->read(null, $id); $customer = $customer['Customer']; } else { $customer = null; } $TT = new TenderType(); $payment_types = $TT->paymentTypes(); $default_type = $TT->defaultPaymentType(); $this->set(compact('payment_types', 'default_type')); $title = ($customer['name'] . ': Receipt Entry'); $this->set(compact('customer', 'title')); } /************************************************************************** ************************************************************************** ************************************************************************** * action: refund * - Refunds customer charges */ function refund($id) { $customer = $this->Customer->find ('first', array ('contain' => false, 'conditions' => array(array('Customer.id' => $id), ), )); if (empty($customer)) { $this->redirect(array('action'=>'view', $id)); } // Determine the customer balance, bailing if the customer owes money $balance = $this->Customer->balance($id); if ($balance >= 0) { $this->redirect(array('action'=>'view', $id)); } // The refund will be for a positive amount $balance *= -1; // Get the accounts capable of paying the refund $refundAccounts = $this->Customer->StatementEntry->Account->refundAccounts(); $defaultAccount = current($refundAccounts); $this->set(compact('refundAccounts', 'defaultAccount')); // Prepare to render $title = ($customer['Customer']['name'] . ': Refund'); $this->set(compact('title', 'customer', 'balance')); $this->render('/transactions/refund'); } /************************************************************************** ************************************************************************** ************************************************************************** * action: bad_debt * - Sets up the write-off entry page, so that the * user can write off remaining charges of a customer. */ function bad_debt($id) { $this->Customer->id = $id; $customer = $this->Customer->find ('first', array ('contain' => false, )); // Make sure we have a valid customer to write off if (empty($customer)) $this->redirect(array('action' => 'index')); // Get the customer balance $balance = $this->Customer->balance($id); // Prepare to render $title = ($customer['Customer']['name'] . ': Write Off Bad Debt'); $this->set(compact('title', 'customer', 'balance')); $this->render('/transactions/bad_debt'); } }