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