Files
pmgr/site/models/customer.php

403 lines
14 KiB
PHP

<?php
class Customer extends AppModel {
var $name = 'Customer';
var $validate = array(
'id' => array('numeric'),
'name' => array('notempty'),
);
var $belongsTo = array(
'PrimaryContact' => array(
'className' => 'Contact',
),
);
var $hasMany = array(
'CurrentLease' => array(
'className' => 'Lease',
'conditions' => 'CurrentLease.close_date IS NULL',
),
'Lease',
'StatementEntry',
'ContactsCustomer',
'Transaction',
);
var $hasAndBelongsToMany = array(
'Contact',
);
/**************************************************************************
**************************************************************************
**************************************************************************
* function: accountId
* - Returns the account ID for the given customer
*/
function accountId($id) {
$this->cacheQueries = true;
$customer = $this->find('first',
array('contain' => false,
'fields' => array('account_id'),
'conditions' => array(array('Customer.id' => $id))));
$this->cacheQueries = false;
return $customer['Customer']['account_id'];
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: leaseIds
* - Returns the lease IDs for the given customer
*/
function leaseIds($id) {
$this->cacheQueries = true;
$customer = $this->find('first',
array('contain' =>
array('Lease' => array('fields' => array('id'))),
'fields' => array(),
'conditions' => array(array('Customer.id' => $id))));
$this->cacheQueries = false;
$ids = array();
foreach ($customer['Lease'] AS $lease)
$ids[] = $lease['id'];
return $ids;
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: securityDeposits
* - Returns an array of security deposit entries
*/
function securityDeposits($id, $query = null) {
$this->queryInit($query);
$A = new Account();
if (!isset($query['link']['Customer']))
$query['link']['Customer'] = array();
if (!isset($query['link']['Customer']['fields']))
$query['link']['Customer']['fields'] = array();
$query['conditions'][] = array('Customer.id' => $id);
$query['conditions'][] = array('StatementEntry.account_id' => $A->securityDepositAccountID());
$set = $this->StatementEntry->reconciledSet('CHARGE', $query);
//pr(compact('set'));
return $set;
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: unreconciledCharges
* - Returns charges have not yet been fully paid
*/
function unreconciledCharges($id, $query = null) {
$this->queryInit($query);
if (!isset($query['link']['Customer']))
$query['link']['Customer'] = array();
if (!isset($query['link']['Customer']['fields']))
$query['link']['Customer']['fields'] = array();
/* if (!isset($query['link']['StatementEntry'])) */
/* $query['link']['StatementEntry'] = array(); */
/* if (!isset($query['link']['StatementEntry']['Customer'])) */
/* $query['link']['StatementEntry']['Customer'] = array(); */
/* if (!isset($query['link']['StatementEntry']['Customer']['fields'])) */
/* $query['link']['StatementEntry']['Customer']['fields'] = array(); */
$query['conditions'][] = array('Customer.id' => $id);
$set = $this->StatementEntry->reconciledSet('CHARGE', $query, true);
//pr(compact('set'));
return $set;
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: excessPayments
* - Returns payments which have not yet been fully utilized
*/
function excessPayments($id, $query = null) {
$this->queryInit($query);
if (!isset($query['link']['StatementEntry']))
$query['link']['StatementEntry'] = array();
/* if (!isset($query['link']['StatementEntry']['Customer'])) */
/* $query['link']['StatementEntry']['Customer'] = array(); */
/* if (!isset($query['link']['StatementEntry']['Customer']['fields'])) */
/* $query['link']['StatementEntry']['Customer']['fields'] = array(); */
$query['conditions'][] = array('Customer.id' => $id);
$set = $this->StatementEntry->reconciledSet('PAYMENT', $query, true);
//pr(compact('set'));
return $set;
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: paymentWouldReconcile
* - Returns which charges a new payment would reconcile
*
* - REVISIT <AP> 20090617
* This should be subject to different algorithms, such
* as apply to oldest charges first, newest first, to fees
* before rent, etc. Until we get there, I'll hardcode
* whatever algorithm is simplest.
*/
function paymentWouldReconcile($id, $amount, $query = null) {
$unreconciled = array($ofund => array('entry'=>array(), 'balance'=>0));
$applied = 0;
if ($amount <= 0)
return;
$unreconciled = array();
$unreconciled['entries'] = $this->unreconciledCharges($id, $query);
foreach ($unreconciled['entries'] AS $i => &$item) {
$entry =& $item['StatementEntry'];
// Determine if amount is sufficient to cover the entry
if ($amount > $entry['balance'])
$apply = $entry['balance'];
elseif ($amount > 0)
$apply = $amount;
else {
unset($unreconciled[$i]);
continue;
}
$entry['applied'] = $apply;
$entry['reconciled'] += $apply;
$entry['balance'] -= $apply;
$applied += $apply;
$amount -= $apply;
}
$unreconciled['unapplied'] = $amount;
$unreconciled['applied'] = $applied;
$unreconciled['balance'] -= $applied;
return $unreconciled;
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: reconcileLedgerEntries
* - Returns which ledger entries a new credit/debit would
* reconcile, and how much.
*
* - REVISIT <AP> 20090617
* This should be subject to different algorithms, such
* as apply to oldest charges first, newest first, to fees
* before rent, etc. Until we get there, I'll hardcode
* whatever algorithm is simplest.
*/
function reconcileLedgerEntries($id) {
$A = new Account();
$reconciled = $A->reconcileLedgerEntries
($A->accountReceivableAccountID(),
array('StatementEntry.customer_id' => $id));
return $reconciled;
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: details
* - Returns detail information for the customer
*/
function details($id = null) {
// Query the DB for need information.
$customer = $this->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),
));
// Figure out the outstanding balance for this customer
$customer['stats'] = $this->stats($id);
// Figure out the total security deposit for the current lease.
$customer['deposits'] = $this->securityDeposits($id);
return $customer;
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: saveCustomer
* - Saves the customer and related data
*/
function saveCustomer($id, $data, $primary_contact_entry) {
// Go through each contact, and create new ones as needed
foreach ($data['Contact'] AS &$contact) {
if (isset($contact['id']))
continue;
$I = new Contact();
$I->create();
if (!$I->save($contact, false)) {
return false;
}
$contact['id'] = $I->id;
}
// Set the primary contact ID based on caller selection
$data['Customer']['primary_contact_id']
= $data['Contact'][$primary_contact_entry]['id'];
// Provide a default customer name if not specified
if (!$data['Customer']['name']) {
$this->Contact->recursive = -1;
$pcontact = $this->Contact->read(null, $data['Customer']['primary_contact_id']);
$data['Customer']['name'] = $pcontact['Contact']['display_name'];
}
// Save the customer data
$this->create();
if ($id)
$this->id = $id;
if (!$this->save($data, false)) {
return false;
}
$id = $this->id;
// Remove all associated Customer Contacts, as it ensures
// any entries deleted by the user actually get deleted
// in the system. We'll recreate the needed ones anyway.
// REVISIT <AP>: 20090706
// Appears that $this->save() is already doing the
// delete. I would have thought this would only happen
// on a saveAll??
/* $this->ContactsCustomer->deleteAll */
/* (array('customer_id' => $id), false); */
// At this point, since we've saved data to customer,
// we'll proceed forward as much as possible, even
// if we encounter an error. For now, we'll assume
// the operation will succeed.
$ret = true;
// Go through each entry of this customer method
foreach ($data['Contact'] AS &$contact) {
// Update the ContactsCustomer to reflect the appropriate IDs
$contact['ContactsCustomer']['customer_id'] = $id;
$contact['ContactsCustomer']['contact_id'] = $contact['id'];
// Save the relationship between customer and contact
$CM = new ContactsCustomer();
if (!$CM->save($contact['ContactsCustomer'], false)) {
$ret = false;
}
}
// Return the result
return $ret;
}
/**************************************************************************
**************************************************************************
**************************************************************************
* function: stats
* - Returns summary data from the requested customer.
*/
function stats($id = null, $query = null) {
if (!$id)
return null;
$this->queryInit($query);
// REVISIT <AP>: 20090725
// We'll need to go directly to the statement entries if
// transactions are not always associated with the customer.
// This could happen if either we remove the customer_id
// field from Transaction, or we allow multiple customers
// to be part of the same transaction (essentially making
// the Transaction.customer_id meaningless).
/* $stats = $this->StatementEntry->find */
/* ('first', array */
/* ('contain' => false, */
/* 'fields' => $this->StatementEntry->chargePaymentFields(true), */
/* 'conditions' => array('StatementEntry.customer_id' => $id), */
/* )); */
$find_stats = $this->StatementEntry->find
('first', array
('contain' => false,
'fields' => $this->StatementEntry->chargePaymentFields(true),
'conditions' => array('StatementEntry.customer_id' => $id),
));
pr(compact('find_stats'));
$tquery = $query;
$tquery['conditions'][] = array('StatementEntry.customer_id' => $id);
$statement_stats = $this->StatementEntry->stats(null, $tquery);
$statement_stats['balance'] = $statement_stats['Charge']['balance'];
pr(compact('statement_stats'));
$tquery = $query;
//$tquery['conditions'][] = array('StatementEntry.customer_id' => $id);
$tquery['conditions'][] = array('Transaction.customer_id' => $id);
$transaction_stats = $this->Transaction->stats(null, $tquery);
$transaction_stats += $transaction_stats['StatementEntry'];
pr(compact('transaction_stats'));
$tquery = $query;
//$tquery['conditions'][] = array('StatementEntry.customer_id' => $id);
$tquery['conditions'][] = array('Transaction.customer_id' => $id);
$ar_transaction_stats = $this->Transaction->stats(null, $tquery,
$this->Transaction->Account->accountReceivableAccountID());
$ar_transaction_stats += $ar_transaction_stats['LedgerEntry'];
pr(compact('ar_transaction_stats'));
$stats = $ar_transaction_stats;
return $stats;
}
}
?>