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accounting modules

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This commit is contained in:
Thanakorn S
2026-05-13 15:11:24 +07:00
parent 511360faa2
commit 04a683bd02
70 changed files with 4451 additions and 42 deletions
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app/accounting/manage_account.php
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<?php
session_start();
require '../config.php';
require '../include_header.php';
?>
<body>
<?php require '../include_topbar.php'; ?>
<?php require '../include_master_sidebar.php'; ?>
<main id="content" class="content py-15">
<div class="container-fluid">
<div class="row">
<div class="col-12">
<div class="d-flex align-items-center mb-5 gap-3">
<a href="<?php echo $server_url?>accounting/chart_of_accounts.php" class="btn btn-light btn-sm">
<i class="ti ti-arrow-left me-1"></i>Back
</a>
<div>
<h1 class="fs-3 mb-0">Manage Account</h1>
</div>
</div>
</div>
</div>
<div class="row" id="accountForm">
<div class="col-lg-7">
<div class="card">
<div class="card-body p-6">
<input type="hidden" id="id">
<div class="row g-4">
<div class="col-md-4">
<label class="form-label">Account Code <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="account_code" placeholder="e.g. 1100" required>
<div class="form-text">1xxx Asset · 2xxx Liability · 3xxx Equity · 4xxx Revenue · 5-9xxx Expense</div>
</div>
<div class="col-md-8">
<label class="form-label">Account Name <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="account_name" placeholder="e.g. Cash at Bank" required>
</div>
<div class="col-md-6">
<label class="form-label">Account Type <span class="text-danger">*</span></label>
<select class="form-select" id="account_type" required>
<option value="">— Auto-detected from code —</option>
<option value="asset">Asset</option>
<option value="liability">Liability</option>
<option value="equity">Equity</option>
<option value="revenue">Revenue</option>
<option value="expense">Expense</option>
</select>
</div>
<div class="col-md-6">
<label class="form-label">Account Level <span class="text-danger">*</span></label>
<select class="form-select" id="is_posting" required>
<option value="1">Item — used in journal entries</option>
<option value="0">Parent — grouping / reports only</option>
</select>
</div>
<div class="col-md-12" id="parent_row">
<label class="form-label">Parent Account</label>
<select class="form-select" id="parent_code">
<option value="">— None (top-level parent) —</option>
</select>
<div class="form-text">Only parent-level accounts of the same type are shown.</div>
</div>
<div class="col-md-6">
<label class="form-label">Status</label>
<select class="form-select" id="status">
<option value="1">Active</option>
<option value="0">Inactive</option>
</select>
</div>
</div>
<div class="d-flex gap-2 mt-5">
<button class="btn btn-primary" onclick="manage_account();" id="btn_submit">Create Account</button>
<button class="btn btn-secondary" onclick="reset_input('#accountForm');" id="btn_reset">Clear</button>
</div>
</div>
</div>
</div>
<!-- Guide card -->
<div class="col-lg-5">
<div class="card border-0 bg-light">
<div class="card-body p-5">
<h6 class="fw-semibold mb-3"><i class="ti ti-info-circle me-1"></i>Account Level Guide</h6>
<p class="small mb-3">
<strong>Parent</strong> accounts group items for reporting (e.g. <em>1000 Current Assets</em>).
They cannot be used in journal entries.
</p>
<p class="small mb-3">
<strong>Item</strong> accounts are the leaf-level codes posted in every journal entry
(e.g. <em>1110 Cash at Bank</em>).
</p>
<hr class="my-3">
<p class="small mb-1 fw-semibold">Standard ranges:</p>
<table class="table table-sm small mb-0">
<tbody>
<tr><td>1xxx</td><td>Asset</td></tr>
<tr><td>2xxx</td><td>Liability</td></tr>
<tr><td>3xxx</td><td>Equity</td></tr>
<tr><td>4xxx</td><td>Revenue</td></tr>
<tr><td>5–9xxx</td><td>Expense</td></tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
</main>
<?php require '../include_ending.php'; ?>
<script>
var all_accounts = [];
// ── Auto-detect type from code prefix ────────────────────────────────
function detect_type(code) {
var first = parseInt((code || '').charAt(0));
if (first === 1) return 'asset';
if (first === 2) return 'liability';
if (first === 3) return 'equity';
if (first === 4) return 'revenue';
if (first >= 5 && first <= 9) return 'expense';
return '';
}
$('#account_code').on('input', function() {
var type = detect_type($(this).val().trim());
if (type) {
$('#account_type').val(type);
refresh_parent_dropdown(type, null);
}
});
$('#account_type').on('change', function() {
refresh_parent_dropdown($(this).val(), null);
});
// Hide parent row when account level is set to Parent (is_posting=0)
$('#is_posting').on('change', function() {
if ($(this).val() == '0') {
$('#parent_row').hide();
$('#parent_code').val('');
} else {
$('#parent_row').show();
}
});
// ── Parent dropdown: filter to same type + is_posting=0 ─────────────
function refresh_parent_dropdown(type, selected_code) {
var opts = '<option value="">— None (top-level parent) —</option>';
var parents = all_accounts.filter(function(a) {
return a.is_posting == 0 && a.status == 1 && (!type || a.account_type === type);
});
$.each(parents, function(i, item) {
var sel = (selected_code && selected_code == item.account_code) ? 'selected' : '';
opts += `<option value="${escape_html(item.account_code)}" ${sel}>${escape_html(item.account_code)} — ${escape_html(item.account_name)}</option>`;
});
$('#parent_code').html(opts);
}
function load_all_accounts(selected_parent, selected_type) {
return ajax_request({
url: '<?php echo $server_url?>accounting/api/engine/account.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
onSuccess: function(res) {
all_accounts = res.output || [];
refresh_parent_dropdown(selected_type, selected_parent);
}
});
}
function manage_account() {
return ajax_request({
url: '<?php echo $server_url?>accounting/api/engine/manage_account.php',
autoPrepare: true,
checkRequired: 1,
action: 'manage',
onSuccess: function() {
window.location.href = '<?php echo $server_url?>accounting/chart_of_accounts.php';
}
});
}
function retrieve_for_edit() {
<?php if (empty($_GET['id'])): ?>
return false;
<?php endif; ?>
return ajax_request({
url: '<?php echo $server_url?>accounting/api/engine/retrieve_account.php',
autoPrepare: true,
checkRequired: 0,
action: 'read',
data: { id: <?php echo (int)$_GET['id']; ?> },
onSuccess: function(res) {
var item = res.output;
$('#id').val(item.id);
$('#account_code').val(item.account_code);
$('#account_name').val(item.account_name);
$('#account_type').val(item.account_type);
$('#is_posting').val(item.is_posting);
$('#status').val(item.status);
if (item.is_posting == 0) $('#parent_row').hide();
load_all_accounts(item.parent_code, item.account_type);
$('#btn_submit').text('Update Account');
$('#btn_reset').hide();
}
});
}
$(async function() {
try {
<?php if (empty($_GET['id'])): ?>
await load_all_accounts(null, null);
<?php else: ?>
await retrieve_for_edit();
<?php endif; ?>
} catch(e) { console.log(e); }
});
</script>
</body>
</html>