Allow client to choose auto bill settings

2024-11-17 16:42:48 +01:00 · 2016-05-06 13:26:37 -04:00 · 2016-05-06 13:26:37 -04:00 · 9a64db3234
commit 9a64db3234
parent 70b9c9bba7
9 changed files with 200 additions and 13 deletions
--- a/app/Http/Controllers/PublicClientController.php
+++ b/app/Http/Controllers/PublicClientController.php
@ -305,7 +305,7 @@ class PublicClientController extends BaseController
            ->make();
    }

-    public function invoiceIndex()
+    public function recurringInvoiceIndex()
    {
        if (!$invitation = $this->getInvitation()) {
            return $this->returnError();
@ -322,6 +322,34 @@ class PublicClientController extends BaseController
        $data = [
            'color' => $color,
            'account' => $account,
+            'client' => $invitation->invoice->client,
+            'clientFontUrl' => $account->getFontsUrl(),
+            'title' => trans('texts.recurring_invoices'),
+            'entityType' => ENTITY_RECURRING_INVOICE,
+            'columns' => Utils::trans(['frequency', 'start_date', 'end_date', 'invoice_total', 'auto_bill']),
+        ];
+
+        return response()->view('public_list', $data);
+    }
+
+    public function invoiceIndex()
+    {
+        if (!$invitation = $this->getInvitation()) {
+            return $this->returnError();
+        }
+
+        $account = $invitation->account;
+
+        if (!$account->enable_client_portal) {
+            return $this->returnError();
+        }
+
+        $color = $account->primary_color ? $account->primary_color : '#0b4d78';
+
+        $data = [
+            'color' => $color,
+            'account' => $account,
+            'client' => $invitation->invoice->client,
            'clientFontUrl' => $account->getFontsUrl(),
            'title' => trans('texts.invoices'),
            'entityType' => ENTITY_INVOICE,
@ -340,6 +368,15 @@ class PublicClientController extends BaseController
        return $this->invoiceRepo->getClientDatatable($invitation->contact_id, ENTITY_INVOICE, Input::get('sSearch'));
    }

+    public function recurringInvoiceDatatable()
+    {
+        if (!$invitation = $this->getInvitation()) {
+            return '';
+        }
+
+        return $this->invoiceRepo->getClientRecurringDatatable($invitation->contact_id);
+    }
+

    public function paymentIndex()
    {
@ -860,4 +897,28 @@ class PublicClientController extends BaseController
        Session::flash('error', $message);
        Utils::logError("Payment Method Error [{$type}]: " . ($exception ? Utils::getErrorString($exception) : $message), 'PHP', true);
    }
+
+    public function setAutoBill(){
+        if (!$invitation = $this->getInvitation()) {
+            return $this->returnError();
+        }
+
+        $validator = Validator::make(Input::all(), array('public_id' => 'required'));
+        $client = $invitation->invoice->client;
+
+        if ($validator->fails()) {
+            return Redirect::to('client/invoices/recurring');
+        }
+
+        $publicId = Input::get('public_id');
+        $enable = Input::get('enable');
+        $invoice = $client->invoices->where('public_id', intval($publicId))->first();
+
+        if ($invoice && $invoice->is_recurring && $invoice->enable_auto_bill > AUTO_BILL_OFF) {
+            $invoice->auto_bill = $enable ? true : false;
+            $invoice->save();
+        }
+
+        return Redirect::to('client/invoices/recurring');
+    }
 }
--- a/app/Http/routes.php
+++ b/app/Http/routes.php
@ -51,6 +51,8 @@ Route::group(['middleware' => 'auth:client'], function() {
    Route::post('client/paymentmethods/{source_id}/remove', 'PublicClientController@removePaymentMethod');
    Route::get('client/quotes', 'PublicClientController@quoteIndex');
    Route::get('client/invoices', 'PublicClientController@invoiceIndex');
+    Route::get('client/invoices/recurring', 'PublicClientController@recurringInvoiceIndex');
+    Route::post('client/invoices/auto_bill', 'PublicClientController@setAutoBill');
    Route::get('client/documents', 'PublicClientController@documentIndex');
    Route::get('client/payments', 'PublicClientController@paymentIndex');
    Route::get('client/dashboard', 'PublicClientController@dashboard');
@ -60,6 +62,7 @@ Route::group(['middleware' => 'auth:client'], function() {
    
    Route::get('api/client.quotes', array('as'=>'api.client.quotes', 'uses'=>'PublicClientController@quoteDatatable'));
    Route::get('api/client.invoices', array('as'=>'api.client.invoices', 'uses'=>'PublicClientController@invoiceDatatable'));
+    Route::get('api/client.recurring_invoices', array('as'=>'api.client.recurring_invoices', 'uses'=>'PublicClientController@recurringInvoiceDatatable'));
    Route::get('api/client.documents', array('as'=>'api.client.documents', 'uses'=>'PublicClientController@documentDatatable'));
    Route::get('api/client.payments', array('as'=>'api.client.payments', 'uses'=>'PublicClientController@paymentDatatable'));
    Route::get('api/client.activity', array('as'=>'api.client.activity', 'uses'=>'PublicClientController@activityDatatable'));
@ -687,6 +690,10 @@ if (!defined('CONTACT_EMAIL')) {

    define('RESELLER_REVENUE_SHARE', 'A');
    define('RESELLER_LIMITED_USERS', 'B');
+
+    define('AUTO_BILL_OFF', 0);
+    define('AUTO_BILL_OPT_IN', 1);
+    define('AUTO_BILL_OPT_OUT', 2);
    
    // These must be lowercase
    define('PLAN_FREE', 'free');
--- a/app/Models/Client.php
+++ b/app/Models/Client.php
@ -319,6 +319,10 @@ class Client extends EntityModel
        $this->last_login = Carbon::now()->toDateTimeString();
        $this->save();
    }
+
+    public function hasAutoBillInvoices(){
+        return $this->invoices()->where('auto_bill', 1)->count() > 0;
+    }
 }

 Client::creating(function ($client) {
--- a/app/Ninja/Repositories/InvoiceRepository.php
+++ b/app/Ninja/Repositories/InvoiceRepository.php
@ -145,21 +145,68 @@ class InvoiceRepository extends BaseRepository
        return $query;
    }

-    public function getClientDatatable($contactId, $entityType, $search)
+    public function getClientRecurringDatatable($contactId)
    {
        $query = DB::table('invitations')
          ->join('accounts', 'accounts.id', '=', 'invitations.account_id')
          ->join('invoices', 'invoices.id', '=', 'invitations.invoice_id')
          ->join('clients', 'clients.id', '=', 'invoices.client_id')
+          ->join('frequencies', 'frequencies.id', '=', 'invoices.frequency_id')
          ->where('invitations.contact_id', '=', $contactId)
          ->where('invitations.deleted_at', '=', null)
-          ->where('invoices.is_quote', '=', $entityType == ENTITY_QUOTE)
+          ->where('invoices.is_quote', '=', false)
          ->where('invoices.is_deleted', '=', false)
          ->where('clients.deleted_at', '=', null)
-          ->where('invoices.is_recurring', '=', false)
-          // This needs to be a setting to also hide the activity on the dashboard page
-          //->where('invoices.invoice_status_id', '>=', INVOICE_STATUS_SENT) 
+          ->where('invoices.is_recurring', '=', true)
+          ->where('invoices.enable_auto_bill', '>', AUTO_BILL_OFF)
+          //->where('invoices.start_date', '>=', date('Y-m-d H:i:s'))
          ->select(
+                DB::raw('COALESCE(clients.currency_id, accounts.currency_id) currency_id'),
+                DB::raw('COALESCE(clients.country_id, accounts.country_id) country_id'),
+                'invitations.invitation_key',
+                'invoices.invoice_number',
+                'invoices.due_date',
+                'clients.public_id as client_public_id',
+                'clients.name as client_name',
+                'invoices.public_id',
+                'invoices.amount',
+                'invoices.start_date',
+                'invoices.end_date',
+                'invoices.auto_bill',
+                'frequencies.name as frequency'
+            );
+
+        $table = \Datatable::query($query)
+            ->addColumn('frequency', function ($model) { return $model->frequency; })
+            ->addColumn('start_date', function ($model) { return Utils::fromSqlDate($model->start_date); })
+            ->addColumn('end_date', function ($model) { return Utils::fromSqlDate($model->end_date); })
+            ->addColumn('amount', function ($model) { return Utils::formatMoney($model->amount, $model->currency_id, $model->country_id); })
+            ->addColumn('auto_bill', function ($model) {
+                if ($model->auto_bill) {
+                    return trans('texts.enabled') . ' <a href="javascript:setAutoBill('.$model->public_id.',false)">('.trans('texts.disable').')</a>';
+                } else {
+                    return trans('texts.disabled') . ' <a href="javascript:setAutoBill('.$model->public_id.',true)">('.trans('texts.enable').')</a>';
+                }
+            });
+
+        return $table->make();
+    }
+
+    public function getClientDatatable($contactId, $entityType, $search)
+    {
+        $query = DB::table('invitations')
+            ->join('accounts', 'accounts.id', '=', 'invitations.account_id')
+            ->join('invoices', 'invoices.id', '=', 'invitations.invoice_id')
+            ->join('clients', 'clients.id', '=', 'invoices.client_id')
+            ->where('invitations.contact_id', '=', $contactId)
+            ->where('invitations.deleted_at', '=', null)
+            ->where('invoices.is_quote', '=', $entityType == ENTITY_QUOTE)
+            ->where('invoices.is_deleted', '=', false)
+            ->where('clients.deleted_at', '=', null)
+            ->where('invoices.is_recurring', '=', false)
+            // This needs to be a setting to also hide the activity on the dashboard page
+            //->where('invoices.invoice_status_id', '>=', INVOICE_STATUS_SENT)
+            ->select(
                DB::raw('COALESCE(clients.currency_id, accounts.currency_id) currency_id'),
                DB::raw('COALESCE(clients.country_id, accounts.country_id) country_id'),
                'invitations.invitation_key',
@ -269,6 +316,16 @@ class InvoiceRepository extends BaseRepository
            $invoice->start_date = Utils::toSqlDate($data['start_date']);
            $invoice->end_date = Utils::toSqlDate($data['end_date']);
            $invoice->auto_bill = isset($data['auto_bill']) && $data['auto_bill'] ? true : false;
+            $invoice->enable_auto_bill = isset($data['enable_auto_bill']) ? intval($data['enable_auto_bill']) : 0;
+
+            if ($invoice->enable_auto_bill != AUTO_BILL_OPT_IN && $invoice->enable_auto_bill != AUTO_BILL_OPT_OUT ) {
+                // Auto-bill is not enabled
+                $invoice->enable_auto_bill = AUTO_BILL_OFF;
+                $invoice->auto_bill = false;
+            } elseif ($isNew) {
+                $invoice->auto_bill = $invoice->enable_auto_bill == AUTO_BILL_OPT_OUT;
+            }
+
            
            if (isset($data['recurring_due_date'])) {
                $invoice->due_date = $data['recurring_due_date'];
--- a/database/migrations/2016_04_23_182223_payments_changes.php
+++ b/database/migrations/2016_04_23_182223_payments_changes.php
@ -33,6 +33,15 @@ class PaymentsChanges extends Migration
            $table->date('expiration')->nullable();
            $table->text('gateway_error')->nullable();
        });
+
+        Schema::table('invoices', function($table)
+        {
+            $table->tinyInteger('enable_auto_bill')->default(AUTO_BILL_OFF);
+        });
+
+        \DB::table('invoices')
+            ->where('auto_bill', '=', 1)
+            ->update(array('enable_auto_bill' => AUTO_BILL_OPT_OUT));
    }

    /**
@ -53,6 +62,10 @@ class PaymentsChanges extends Migration
            $table->dropColumn('expiration');
            $table->dropColumn('gateway_error');
        });
+
+        Schema::table('invoices', function ($table) {
+            $table->dropColumn('enable_auto_bill');
+        });
        
        Schema::dropIfExists('payment_statuses');
    }
--- a/resources/lang/en/texts.php
+++ b/resources/lang/en/texts.php
@ -1266,7 +1266,15 @@ $LANG = array(
    'add_payment_method' => 'Add Payment Method',
    'account_holder_type' => 'Account Holder Type',
    'ach_authorization' => 'I authorize :company to electronically debit my account and, if necessary, electronically credit my account to correct erroneous debits.',
-    'ach_authorization_required' => 'You must consent to ACH transactions.'
+    'ach_authorization_required' => 'You must consent to ACH transactions.',
+    'off' => 'Off',
+    'opt_in' => 'Opt-in',
+    'opt_out' => 'Opt-out',
+    'enabled_by_client' => 'Enabled by client',
+    'disabled_by_client' => 'Disabled by client',
+    'manage_auto_bill' => 'Manage Auto-bill',
+    'enabled' => 'Enabled',
+    'disabled' => 'Disabled',
 );

 return $LANG;
--- a/resources/views/invoices/edit.blade.php
+++ b/resources/views/invoices/edit.blade.php
@ -159,10 +159,25 @@
            </span>
            @if($account->getTokenGatewayId())
            <span data-bind="visible: is_recurring()" style="display: none">
-            {!! Former::checkbox('auto_bill')
-                        ->label(trans('texts.auto_bill'))
-                        ->text(trans('texts.enable'))
-                        ->data_bind("checked: auto_bill, valueUpdate: 'afterkeydown'") !!}
+            {!! Former::radios('enable_auto_bill')->radios([
+                            trans('texts.off') => array('name' => 'enable_auto_bill', 'value' => 0, 'data-bind' => "checked: enable_auto_bill, valueUpdate: 'afterkeydown', checkedValue:0"),
+                            trans('texts.opt_in') => array('name' => 'enable_auto_bill', 'value' => 1, 'data-bind' => "checked: enable_auto_bill, valueUpdate: 'afterkeydown', checkedValue:1"),
+                            trans('texts.opt_out') => array('name' => 'enable_auto_bill', 'value' => 2, 'data-bind' => "checked: enable_auto_bill, valueUpdate: 'afterkeydown', checkedValue:2"),
+                        ])->inline()
+                        ->label(trans('texts.auto_bill')) !!}
+                <input type="hidden" name="auto_bill" data-bind="attr: { value: auto_bill() }" />
+                <div class="row">
+                    <div class="col-sm-8 col-sm-offset-4">
+                        <div style="margin:-10px 0 10px;">
+                            <div data-bind="visible: enable_auto_bill() == 1 &amp;&amp; auto_bill() &amp;&amp; public_id() != 0" style="display: none">
+                                {{trans('texts.enabled_by_client')}} <a href="#" data-bind="click:function(){auto_bill(false)}">({{trans('texts.disable')}})</a>
+                            </div>
+                            <div data-bind="visible: enable_auto_bill() == 2 &amp;&amp; !auto_bill() &amp;&amp; public_id() != 0" style="display: none">
+                                {{trans('texts.disabled_by_client')}} <a href="#" data-bind="click:function(){auto_bill(true)}">({{trans('texts.enable')}})</a>
+                            </div>
+                        </div>
+                    </div>
+                </div>
            </span>
            @endif
 			{!! Former::text('po_number')->label(trans('texts.po_number_short'))->data_bind("value: po_number, valueUpdate: 'afterkeydown'") !!}
--- a/resources/views/invoices/knockout.blade.php
+++ b/resources/views/invoices/knockout.blade.php
@ -188,7 +188,8 @@ function InvoiceModel(data) {
    self.tax_rate2 = ko.observable();
    self.is_recurring = ko.observable(0);
    self.is_quote = ko.observable({{ $entityType == ENTITY_QUOTE ? '1' : '0' }});
-    self.auto_bill = ko.observable();
+    self.auto_bill = ko.observable(false);
+    self.enable_auto_bill = ko.observable(0);
    self.invoice_status_id = ko.observable(0);
    self.invoice_items = ko.observableArray();
    self.documents = ko.observableArray();
--- a/resources/views/public_list.blade.php
+++ b/resources/views/public_list.blade.php
@ -35,7 +35,12 @@
 		</div>
 		-->

-		<h3>{{ $title }}</h3>
+        @if($entityType == ENTITY_INVOICE && $account->getTokenGatewayId() && $client->hasAutoBillInvoices())
+            <div class="pull-right" style="margin-top:5px">
+                {!! Button::info(trans("texts.manage_auto_bill"))->asLinkTo(URL::to('/client/invoices/recurring'))->appendIcon(Icon::create('repeat')) !!}
+            </div>
+        @endif
+        <h3>{{ $title }}</h3>

 		{!! Datatable::table()
 	    	->addColumn($columns)
@ -45,6 +50,22 @@

 	</div>

+    @if($entityType == ENTITY_RECURRING_INVOICE)
+        {!! Former::open(URL::to('/client/invoices/auto_bill'))->id('auto_bill_form')  !!}
+        <input type="hidden" name="public_id" id="auto_bill_public_id">
+        <input type="hidden" name="enable" id="auto_bill_enable">
+        {!! Former::close() !!}
+
+        <script type="text/javascript">
+            function setAutoBill(publicId, enable){
+                $('#auto_bill_public_id').val(publicId);
+                $('#auto_bill_enable').val(enable?'1':'0');
+                $('#auto_bill_form').submit();
+            }
+        </script>
+    @endif
+
+
    <p>&nbsp;</p>

@stop