accounting workflows

This commit is contained in:
Thanakorn S
2026-05-20 10:17:02 +07:00
parent 04a683bd02
commit 7396db6ffc
199 changed files with 23539 additions and 5345 deletions
+274
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<?php
session_start();
require '../config.php';
require '../include_header.php';
$receipt_id = (int)($_GET['id'] ?? 0);
?>
<body>
<?php require '../include_topbar.php'; ?>
<?php require '../include_sidebar_ac.php'; ?>
<main id="content" class="content py-15">
<div class="container-fluid">
<div class="row">
<div class="col-12">
<div class="mb-6 d-flex justify-content-between align-items-center">
<div>
<h1 class="fs-3 mb-1" id="page_title">Receipt Detail</h1>
<p class="mb-0 text-muted">Customer receipt and document allocations</p>
</div>
<a href="<?php echo $server_url?>finance/receipt.php" class="btn btn-light">
<i class="ti ti-arrow-left me-1"></i>Back
</a>
</div>
</div>
</div>
<div class="row g-5">
<div class="col-lg-8">
<div class="card">
<div class="card-body p-5">
<h2 class="fs-5 mb-4">Allocations</h2>
<div class="table-responsive">
<table class="table mb-0">
<thead class="table-light">
<tr>
<th>Document</th>
<th>Type</th>
<th>Order #</th>
<th class="text-end">Allocated</th>
<th class="text-end">Document Total</th>
</tr>
</thead>
<tbody id="allocation_tbody">
<tr><td colspan="5" class="text-center py-5 text-muted">Loading receipt...</td></tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div class="col-lg-4">
<div class="card mb-5">
<div class="card-body p-4">
<h2 class="fs-5 mb-3">Receipt Info</h2>
<div class="mb-3" id="badge_status"></div>
<div class="mb-2 small">
<span class="text-muted">Receipt #:</span>
<span class="ms-1 fw-semibold" id="display_number">—</span>
</div>
<div class="mb-2 small">
<span class="text-muted">Billing #:</span>
<span class="ms-1 fw-semibold" id="display_billing">—</span>
</div>
<div class="mb-2 small">
<span class="text-muted">Customer:</span>
<span class="ms-1 fw-semibold" id="display_contact">—</span>
</div>
<div class="mb-2 small">
<span class="text-muted">Date:</span>
<span class="ms-1" id="display_date">—</span>
</div>
<div class="mb-2 small">
<span class="text-muted">Method:</span>
<span class="ms-1" id="display_method">—</span>
</div>
<div class="mt-3 small">
<span class="text-muted">Notes:</span>
<div class="mt-1" id="display_notes">—</div>
</div>
<div class="mt-3 small">
<span class="text-muted">GL Formula:</span>
<div class="d-flex gap-1 mt-1">
<select id="formula_id" class="form-select form-select-sm">
<option value="">— None —</option>
</select>
<button class="btn btn-outline-secondary btn-sm px-2" id="btn_save_formula"
onclick="save_formula()" title="Save formula">
<i class="ti ti-device-floppy"></i>
</button>
</div>
</div>
</div>
</div>
<div class="card mb-5">
<div class="card-body p-4">
<h2 class="fs-5 mb-3">Summary</h2>
<div class="d-flex justify-content-between mb-2">
<span class="text-muted">Invoice Allocations</span>
<span id="summary_invoice">0.00</span>
</div>
<div class="d-flex justify-content-between mb-2">
<span class="text-muted">Credit Notes Used</span>
<span id="summary_cn" class="text-danger">-0.00</span>
</div>
<hr>
<div class="d-flex justify-content-between fw-bold fs-5">
<span>Cash Receipt</span>
<span id="summary_cash">0.00</span>
</div>
</div>
</div>
<div class="card">
<div class="card-body p-4 d-flex flex-column gap-2">
<button class="btn btn-outline-secondary w-100" onclick="window.print()">
<i class="ti ti-printer me-1"></i>Print / Save PDF
</button>
<button class="btn btn-outline-danger w-100 d-none" id="btn_void" onclick="void_receipt()">
<i class="ti ti-ban me-1"></i>Void Receipt
</button>
</div>
</div>
</div>
</div>
</div>
</main>
<?php require '../include_ending.php'; ?>
<script>
var receipt_id = <?php echo $receipt_id; ?>;
var receipt = null;
function display_text(value) {
return value ? escape_html(value) : '<span class="text-muted">—</span>';
}
function receipt_status_badge(status) {
return String(status) === '4'
? '<span class="badge bg-light text-dark">Void</span>'
: '<span class="badge bg-success">Posted</span>';
}
function method_label(value) {
return String(value || '').replace(/_/g, ' ').replace(/\b\w/g, function(c) {
return c.toUpperCase();
});
}
function doc_type_badge(doc_type) {
return doc_type === 'credit_note'
? '<span class="badge bg-warning text-dark">Credit Note</span>'
: '<span class="badge bg-primary">Invoice</span>';
}
function retrieve_receipt() {
return ajax_request({
url: '<?php echo $server_url?>finance/api/engine/manage_receipt.php',
autoPrepare: true,
checkRequired: 0,
action: 'retrieve',
data: { id: receipt_id },
onSuccess: function(res) {
receipt = res.output || {};
render_receipt();
}
});
}
function render_receipt() {
$('#page_title').text(receipt.receipt_number || 'Receipt Detail');
$('#badge_status').html(receipt_status_badge(receipt.status));
$('#display_number').html(display_text(receipt.receipt_number));
$('#display_billing').html(receipt.billing_number
? `<a href="<?php echo $server_url?>finance/manage_receipt_billing.php?id=${receipt.receipt_billing_id}">${escape_html(receipt.billing_number)}</a>`
: '<span class="text-muted">—</span>');
$('#display_contact').html(display_text(receipt.contact_name));
$('#display_date').html(receipt.receipt_date ? format_date(receipt.receipt_date) : '<span class="text-muted">—</span>');
$('#display_method').html(display_text(method_label(receipt.payment_method)));
$('#display_notes').html(receipt.notes ? escape_html(receipt.notes).replace(/\n/g, '<br>') : '<span class="text-muted">—</span>');
$('#btn_void').toggleClass('d-none', String(receipt.status) === '4');
var selected_formula = receipt.formula_id || '';
ajax_request({
url: '<?php echo $server_url?>accounting/api/engine/account_formula.php',
autoPrepare: true,
checkRequired: 0,
action: 'get_by_type',
data: { document_type: 'receipt' },
onSuccess: function(fres) {
var opts = '<option value="">— None —</option>';
$.each(fres.output || [], function(i, f) {
var sel = String(f.id) === String(selected_formula) ? ' selected' : '';
opts += '<option value="' + f.id + '"' + sel + '>' + escape_html(f.formula_name) + '</option>';
});
$('#formula_id').html(opts);
}
});
$('#btn_save_formula').prop('disabled', String(receipt.status) === '4');
var rows = '';
var invoice_total = 0;
var cn_total = 0;
$.each(receipt.allocations || [], function(i, line) {
var amount = parseFloat(line.amount || 0);
var doc_total = parseFloat(line.grand_total || 0);
var is_cn = line.doc_type === 'credit_note';
if (is_cn) cn_total += amount;
else invoice_total += amount;
rows += `<tr>
<td>
<div class="fw-semibold">${escape_html(line.invoice_number || '')}</div>
<a href="<?php echo $server_url?>revenue/manage_invoice.php?id=${line.invoice_id}" class="small">View document</a>
</td>
<td>${doc_type_badge(line.doc_type)}</td>
<td>${line.order_number ? escape_html(line.order_number) : '<span class="text-muted">—</span>'}</td>
<td class="text-end fw-semibold ${is_cn ? 'text-danger' : ''}">${format_number(is_cn ? -amount : amount, 2)}</td>
<td class="text-end ${is_cn ? 'text-danger' : ''}">${format_number(doc_total, 2)}</td>
</tr>`;
});
$('#allocation_tbody').html(rows || '<tr><td colspan="5" class="text-center py-5 text-muted">No allocations found.</td></tr>');
$('#summary_invoice').text(format_number(invoice_total, 2));
$('#summary_cn').text('-' + format_number(cn_total, 2));
$('#summary_cash').text(format_number(invoice_total - cn_total, 2));
}
function save_formula() {
ajax_request({
url: '<?php echo $server_url?>finance/api/engine/manage_receipt.php',
autoPrepare: true,
checkRequired: 0,
action: 'save_formula',
data: { id: receipt_id, formula_id: $('#formula_id').val() || null },
onSuccess: function() {
bootbox.alert({ message: 'GL formula saved.', size: 'small' });
}
});
}
function void_receipt() {
bootbox.confirm('Void this receipt? Allocated invoices and credit notes will be reopened if not fully settled by other receipts.', function(ok) {
if (!ok) return;
ajax_request({
url: '<?php echo $server_url?>finance/api/engine/manage_receipt.php',
autoPrepare: true,
checkRequired: 0,
action: 'void',
data: { id: receipt_id },
onSuccess: function() {
retrieve_receipt();
}
});
});
}
$(function() {
if (!receipt_id) {
bootbox.alert('Receipt id is required.');
return;
}
retrieve_receipt();
});
</script>
</body>
</html>