Adding new field for invoices for the old_invoice_id.
// Get the unpaid invoices
$oldInvoices = $this->getUnPaidInvoicesByAccount( $account );
- foreach ( $oldInvoices as $key => $inv ) {
- if ( in_array( $inv['id'], $invoices ) ) {
- unset( $oldInvoices[$key] );
+ if ( $oldInvoices ) {
+ foreach ( $oldInvoices as $key => $inv ) {
+ if ( in_array( $inv['id'], $invoices ) ) {
+ unset( $oldInvoices[$key] );
+ }
}
- }
- // Need to exclude any invoices already done ($invoices)
- if ( $oldInvoices && is_array( $oldInvoices ) && count( $oldInvoices ) > 0 ) {
- foreach ( $oldInvoices as $invoice ) {
- $balance = (float)$invoice['balance'];
- if ( $payment == $invoice['balance'] ) {
- // Mark this as paid then
- $this->updateInvoiceBalance( $invoice['id'], (float)0.00 );
- // Record the payment to the invoice_payments table
- $this->recordInvoicePayment( $invoice['id'], $payment_id, $balance );
- // $payment is used up so break from the foreach loop
- break;
- } else if ( $payment > $invoice['balance'] ) {
- $this->updateInvoiceBalance( $invoice['id'], (float)0.00 );
- $payment -= $invoice['balance'];
- // Record the payment to the invoice_payments table
- $this->recordInvoicePayment( $invoice['id'], $payment_id, $balance );
- } else if ( $invoice['balance'] > $payment ) {
- // Update the balance of the invoice
- $balance = (float)$balance - (float)$payment;
- $this->updateInvoiceBalance( $invoice['id'], (float)$balance );
- // Record the payment to the invoice_payments table
- $this->recordInvoicePayment( $invoice['id'], $payment_id, (float)$payment );
- // $payment is used up so break from the foreach loop
- break;
+ // Need to exclude any invoices already done ($invoices)
+ if ( $oldInvoices && is_array( $oldInvoices ) && count( $oldInvoices ) > 0 ) {
+ foreach ( $oldInvoices as $invoice ) {
+ $balance = (float)$invoice['balance'];
+ if ( $payment == $invoice['balance'] ) {
+ // Mark this as paid then
+ $this->updateInvoiceBalance( $invoice['id'], (float)0.00 );
+ // Record the payment to the invoice_payments table
+ $this->recordInvoicePayment( $invoice['id'], $payment_id, $balance );
+ // $payment is used up so break from the foreach loop
+ break;
+ } else if ( $payment > $invoice['balance'] ) {
+ $this->updateInvoiceBalance( $invoice['id'], (float)0.00 );
+ $payment -= $invoice['balance'];
+ // Record the payment to the invoice_payments table
+ $this->recordInvoicePayment( $invoice['id'], $payment_id, $balance );
+ } else if ( $invoice['balance'] > $payment ) {
+ // Update the balance of the invoice
+ $balance = (float)$balance - (float)$payment;
+ $this->updateInvoiceBalance( $invoice['id'], (float)$balance );
+ // Record the payment to the invoice_payments table
+ $this->recordInvoicePayment( $invoice['id'], $payment_id, (float)$payment );
+ // $payment is used up so break from the foreach loop
+ break;
+ }
}
}
}
* version from this plugin.
*/
define('GLM_MEMBERS_BILLING_PLUGIN_VERSION', '1.0.16');
-define('GLM_MEMBERS_BILLING_PLUGIN_DB_VERSION', '0.0.31');
+define('GLM_MEMBERS_BILLING_PLUGIN_DB_VERSION', '0.0.32');
// This is the minimum version of the GLM Members DB plugin require for this plugin.
define('GLM_MEMBERS_BILLING_PLUGIN_MIN_MEMBERS_REQUIRED_VERSION', '2.8.0');
public function modelAction( $actionData = false )
{
- $fileData = array();
+ $fileData = array();
+ $paymentTypes = array();
$BillingSupport = new GlmBillingSupport( $this->wpdb, $this->config );
$this->member_data = false;
$this->notes = false;
+
// Open file pointer to php://output (Direct to browser)
$fp = fopen( 'php://output', 'w' );
- $paymentTypes = $BillingSupport->getAllInvoiceTypes();
+ $paymentTypeData = $BillingSupport->getAllInvoiceTypes();
+
+ if ( $paymentTypeData ) {
+ foreach ( $paymentTypeData as $payType ) {
+ $paymentTypes[$payType['id']] = $payType;
+ }
+ }
+
+ // echo '<pre>$paymentTypes: ' . print_r( $paymentTypes, true ) . '</pre>';
+ // echo '<pre>$transactions: ' . print_r( $transactions, true ) . '</pre>';
+ // exit;
// Generate the QIF format data
$fileData[] = "!Type:Bank\n";
foreach ( $transactions as $record ) {
+ // echo '<pre>$record: ' . print_r( $record, true ) . '</pre>';
switch ( $record['type'] ) {
case $this->config['transaction_numb']['Payment']:
- $paymentType = $paymentTypes[$record['type_id']];
- if ( $paymentType ) {
- $fileData[] = sprintf(
- self::PAYMENTFORMAT,
- date( 'm/d/Y', strtotime( $record['transaction_time']['datetime'] ) ), // D
- '-' . $record['current_payment_total'], // T
- $record['member_name'], // P
- preg_replace(
- '[0-9]',
- '',
- $record['notes']
- ), // N
- $paymentType['category'], // M
- $paymentType['qcode'] // L
- );
+ $account = $BillingSupport->getAccountById( $record['type_id'] );
+ if ( $account ) {
+ $paymentType = $paymentTypes[$account['invoice_type']];
+ // echo '<pre>$paymentType: ' . print_r( $paymentType, true ) . '</pre>';
+ if ( $paymentType ) {
+ $fileData[] = sprintf(
+ self::PAYMENTFORMAT,
+ date( 'm/d/Y', strtotime( $record['transaction_time']['datetime'] ) ), // D
+ '-' . $record['current_payment_total'], // T
+ $record['member_name'], // P
+ preg_replace(
+ '[0-9]',
+ '',
+ $record['notes']
+ ), // N
+ $paymentType['category'], // M
+ $paymentType['qcode'] // L
+ );
+ }
}
break;
}
}
+
+ // echo '<pre>$fileData: ' . print_r( $fileData, true ) . '</pre>';
+ // exit;
+
+
$buf = implode( '', $fileData );
$len = strlen( $buf );
$Accounts = new GlmDataAccounts( $this->wpdb, $this->config );
if ( isset( $_REQUEST['invoice_types'] ) ) {
-
$invoiceTypes = $_REQUEST['invoice_types'];
$wParts[] = " T.invoice_type IN (" . implode(',', $invoiceTypes) . ") ";
-
}
if ( isset( $_REQUEST['counties'] ) ) {
-
$countiesSelected = $_REQUEST['counties'];
$wParts[] = "T.billing_county IN (" . implode(',', $countiesSelected ) . ")";
-
}
if ( isset( $_REQUEST['submitType'] ) ) {
-
$option2 = filter_var( $_REQUEST['submitType'], FILTER_SANITIZE_STRING );
-
}
// Do selected option
$view = 'invoicing';
if ( $option2 ) {
-
// $where used in all places.
$where = implode( ' AND ', $wParts );
$accounts = $Accounts->getSimpleAccountList( $where );
break;
+ case 'importBillingData':
+ $view = 'importAccounts';
+ if ( isset( $_REQUEST['option2'] ) ) {
+ $option2 = $_REQUEST['option2'];
+ }
+ if ( !isset( $option2 ) ) {
+ $option2 = '';
+ }
+ switch ( $option2 ) {
+ case 'import':
+ require_once GLM_MEMBERS_BILLING_PLUGIN_PATH.'/models/admin/management/importBillingData.php';
+ break;
+ default:
+ break;
+ }
+ break;
+
case 'importAccounts':
$view = 'importAccounts';
if ( isset( $_REQUEST['option2'] ) ) {
--- /dev/null
+<?php
+/**
+ * Import Billing Data (UPTRA)
+ */
+// For billing support functions
+require_once GLM_MEMBERS_BILLING_PLUGIN_CLASS_PATH . '/billingSupport.php';
+$BillingSupport = new GlmBillingSupport( $this->wpdb, $this->config );
+
+// Connect to their live database.
+$dbh = new PDO(
+ 'pgsql: host=ds4.gaslightmedia.com dbname=uptravel user=nobody',
+ null,
+ null,
+ array(
+ PDO::ATTR_DEFAULT_FETCH_MODE => PDO::FETCH_ASSOC
+ )
+);
+
+$dbh->setAttribute(
+ PDO::ATTR_ERRMODE,
+ PDO::ERRMODE_EXCEPTION
+);
+
+if ( isset( $_REQUEST['start'] ) && $start = filter_var( $_REQUEST['start'], FILTER_VALIDATE_INT ) ) {
+} else {
+ $start = 0;
+}
+
+$importResults = '';
+
+// Get total number of records.
+$sql = "
+SELECT *
+ FROM members.billing
+ WHERE invoice_id IN (
+ SELECT invoice_id
+ FROM members.billing
+ WHERE transaction_date >= '2018-01-01'
+ AND billing_type = 1
+ ORDER BY transaction_date,transaction_time
+ LIMIT 10 OFFSET 0)
+ AND billing_type IN (1, 2)
+ ORDER BY transaction_date,transaction_time
+ LIMIT 20
+OFFSET 0";
+
+//LIMIT 10
+//OFFSET $start";
+$stmt = $dbh->query( $sql );
+$billingRecords = $stmt->fetchAll();
+
+$importResults .= '<pre>$billingRecords: ' . print_r( $billingRecords, true ) . '</pre>';
+
+if ( $start === 0 ) {
+ // Clear the invoices,line_items and transactions
+ $this->wpdb->query( "DELETE FROM " . GLM_MEMBERS_BILLING_PLUGIN_DB_PREFIX . "invoices" );
+ $this->wpdb->query( "DELETE FROM " . GLM_MEMBERS_BILLING_PLUGIN_DB_PREFIX . "line_items" );
+ $this->wpdb->query( "DELETE FROM " . GLM_MEMBERS_BILLING_PLUGIN_DB_PREFIX . "transactions" );
+ $this->wpdb->query( "DELETE FROM " . GLM_MEMBERS_BILLING_PLUGIN_DB_PREFIX . "payments" );
+ $this->wpdb->query( "DELETE FROM " . GLM_MEMBERS_BILLING_PLUGIN_DB_PREFIX . "invoice_payments" );
+}
+
+if ( $billingRecords ) {
+ foreach ( $billingRecords as $billingRecord ) {
+ // Have to get the member id and then get it's new account id
+ $refDest = $this->wpdb->get_var(
+ $this->wpdb->prepare(
+ "SELECT id
+ FROM " . GLM_MEMBERS_PLUGIN_DB_PREFIX . "members
+ WHERE old_member_id = %d",
+ $billingRecord['member_id']
+ )
+ );
+ if ( $refDest ) {
+ $accountId = $BillingSupport->getAccountByRefDest( $refDest );
+ // $importResults .= '<pre>$accountId: ' . print_r( $accountId, true ) . '</pre>';
+ if ( $accountId ) {
+ // Get the invoice Type
+ $invoiceType = $BillingSupport->getInvoiceTypeById( $accountId['invoice_type'] );
+ // $importResults .= '<pre>$invoiceType: ' . print_r( $invoiceType, true ) . '</pre>';
+ if ( $invoiceType ) {
+ // Check the type (1 = invoice, 2 = payment, 3 = Adjustment, 4 = Comment)
+ switch ( $billingRecord['billing_type']) {
+ case "1": // Invoices
+ // Store the invoice
+ $this->wpdb->insert(
+ GLM_MEMBERS_BILLING_PLUGIN_DB_PREFIX . 'invoices',
+ array(
+ 'transaction_time' => $billingRecord['transaction_time'],
+ 'account' => $accountId['id'],
+ 'old_invoice_id' => $billingRecord['invoice_id'],
+ 'amount_total' => $billingRecord['amount'],
+ 'balance' => $billingRecord['balance'],
+ 'due_date' => $billingRecord['transaction_date'],
+ 'paid' => $billingRecord['paid'],
+ 'notes' => $billingRecord['notes'],
+ 'renewal' => true,
+ 'recurring' => true,
+ 'recurrence' => 20
+ ),
+ array(
+ '%s', // transaction_time
+ '%d', // account
+ '%d', // old_invoice_id
+ '%s', // amount
+ '%s', // balance
+ '%s', // due_date
+ '%s', // paid
+ '%s', // notes
+ '%s', // renewal
+ '%s', // recurring
+ '%s', // recurrence
+ )
+ );
+ $newInvoiceId = $this->wpdb->insert_id;
+ if ( $newInvoiceId ) {
+ $BillingSupport->createLineItemForInvoice(
+ array(
+ 'invoice_id' => $newInvoiceId,
+ 'line_item_type' => $invoiceType['id'],
+ 'account' => $accountId['id'],
+ 'name' => $invoiceType['name'],
+ 'amount' => $billingRecord['amount'],
+ 'due_date' => $billingRecord['transaction_date'],
+ 'recurring' => $invoiceType['recurring'],
+ 'recurrence' => $invoiceType['recurrence'],
+ )
+ );
+ $BillingSupport->recordInvoice( $newInvoiceId, $accountId['id'], $billingRecord['amount'] );
+ }
+ break;
+
+ case "2": // Payments
+ // Convert the payment method
+ $paymentMethod = false;
+ switch ( $billingRecord['payment_method'] ) {
+ case "1": // Check 10
+ $paymentMethod = 'Check';
+ break;
+ case "2": // not being used?
+ $paymentMethod = 'Credit Card';
+ break;
+ case "3": // Cash 30
+ $paymentMethod = 'Cash';
+ break;
+ case "4": // Other 40
+ $paymentMethod = 'Other';
+ break;
+ case "5": // Adjustment 50
+ $paymentMethod = 'Adjustment';
+ break;
+ }
+ // Find the new invoice id
+ $newInvoiceId = $this->wpdb->get_var(
+ $this->wpdb->prepare(
+ "SELECT id
+ FROM " . GLM_MEMBERS_BILLING_PLUGIN_DB_PREFIX . "invoices
+ WHERE old_invoice_id = %d",
+ $billingRecord['invoice_id']
+ )
+ );
+ $importResults .= '<pre>$newInvoiceId: ' . print_r( $newInvoiceId, true ) . '</pre>';
+ if ( $newInvoiceId ) {
+ $this->wpdb->insert(
+ GLM_MEMBERS_BILLING_PLUGIN_DB_PREFIX . 'payments',
+ array(
+ 'transaction_time' => $billingRecord['transaction_time'],
+ 'account' => $accountId['id'],
+ 'amount' => $billingRecord['amount'],
+ 'payment_method' => $paymentMethod,
+ 'payment_data' => $billingRecord['payment_data'],
+ ),
+ array(
+ '%s', // transaction_time
+ '%d', // account
+ '%s', // amount
+ '%s', // payment_method
+ '%s', // payment_data
+ )
+ );
+ $paymentId = $this->wpdb->insert_id;
+ if ( $paymentId ) {
+ $BillingSupport->recordPayment(
+ $paymentId,
+ $accountId['id'],
+ $billingRecord['amount'],
+ array( $newInvoiceId ),
+ $this->config['transaction_numb']['Payment']
+ );
+ }
+ }
+
+ break;
+
+ case "3": // Adjustments
+ break;
+
+ case "4": // Comments
+ break;
+
+ default:
+ die('billing type not correct');
+ break;
+ }
+ }
+ }
+ }
+ }
+}
+
+$numberProcessed = $start + 10;
+++ /dev/null
--- Gaslight Media Billing Module
--- File Created: 11/19/2018
--- Database Version: 0.0.27
--- Database Creation Script
---
--- To permit each query below to be executed separately,
--- all queries must be separated by a line with four dashes
---
--- **** BE SURE TO ALSO UPDATE drop_database_Vxxx.sql FILE WHEN CHANGING TABLES ****
---
-
--- Billing Accounts
-CREATE TABLE {prefix}accounts (
- id INT NOT NULL AUTO_INCREMENT,
- archived BOOLEAN DEFAULT '0', -- Marks account as archived
- ref_dest INT NOT NULL, -- reference to member id
- ref_name TINYTEXT NOT NULL, -- Name of reference member
- invoice_type INT NOT NULL DEFAULT '0', -- Ref to Invoice Type id
- billing_contact_name TINYTEXT NULL, -- Billing Contact Name
- billing_fname TINYTEXT NULL, -- Billing First Name
- billing_lname TINYTEXT NULL, -- Billing Last Name
- billing_company TINYTEXT NULL, -- Billing Company Name
- billing_position TINYTEXT NULL, -- Billing Title/Position
- billing_addr1 TINYTEXT NULL, -- Billing Address 1
- billing_addr2 TINYTEXT NULL, -- Billing Address 2
- billing_city TINYTEXT NULL, -- Billing City
- billing_county INT NULL, -- Billing County
- billing_state TINYTEXT NULL, -- Billing State
- billing_zip TINYTEXT NULL, -- Billing Zip
- billing_country TINYTEXT NULL, -- Billing Country
- billing_phone TINYTEXT NULL, -- Billing Phone
- billing_fax TINYTEXT NULL, -- Billing Fax
- anniversary_date DATE NULL, -- anniversary date
- renewal_date DATE NULL, -- renewal date of account
- payment_data TEXT NULL, -- stored payment data
- customer_profile_id TINYTEXT NULL, -- Customer Profile Id (Authorize.net)
- payment_profile_id TINYTEXT NULL, -- Payment Profile Id (Authorize.net)
- payment_profile_card TINYTEXT NULL, -- Payment Profile Card (Authorize.net)
- email TINYTEXT NULL, -- billing email
- boss BOOLEAN DEFAULT '0', -- Boss flag
- account_number TINYTEXT NULL, -- Account Number
- email_invoice BOOLEAN DEFAULT '0', -- Invoice by email
- usmail_invoice BOOLEAN DEFAULT '0', -- Invoice by US Mail
- fax_invoice BOOLEAN DEFAULT '0', -- Invoice by Fax
- PRIMARY KEY (id),
- INDEX(ref_dest),
- INDEX(ref_name(20)),
- INDEX(email(20)),
- INDEX(invoice_type),
- INDEX(renewal_date),
- INDEX(billing_county)
-);
-
-----
-
--- transactions
-CREATE TABLE {prefix}transactions (
- id INT NOT NULL AUTO_INCREMENT,
- type INT NOT NULL, -- type of transaction (payment,invoice,etc)
- type_id INT NOT NULL, -- reference to type id
- account INT NOT NULL, -- reference to account id
- transaction_time DATETIME NOT NULL, -- datetime for the transaction
- current_invoice_total DECIMAL(8, 2) NOT NULL, -- invoice total
- current_payment_total DECIMAL(8, 2) NOT NULL, -- payment total
- PRIMARY KEY (id),
- INDEX(account),
- INDEX(type_id),
- INDEX(transaction_time)
-);
-
-----
-
--- Invoices
-CREATE TABLE {prefix}invoices (
- id INT NOT NULL AUTO_INCREMENT,
- transaction_time DATETIME NOT NULL, -- datetime for the invoice
- account INT NOT NULL, -- ref to account id
- amount_total DECIMAL(8, 2) NOT NULL, -- total amount for invoice
- balance DECIMAL(8, 2) NOT NULL, -- balance for this invoice
- due_date DATE NOT NULL, -- Due date for this invoice
- paid BOOLEAN DEFAULT '0', -- true/false if invoice is paid
- notes TINYTEXT, -- notes for this invoice
- renewal BOOLEAN DEFAULT '0', -- true/false if a renewal
- recurring BOOLEAN DEFAULT '0', -- true/false if recurring
- recurrence INT NULL DEFAULT 0, -- recurrence type
- PRIMARY KEY (id),
- INDEX(account),
- INDEX(transaction_time),
- INDEX(due_date)
-);
-
-----
-
--- Line Item Types
-CREATE TABLE {prefix}invoice_types (
- id INT NOT NULL AUTO_INCREMENT,
- name TINYTEXT NOT NULL, -- name
- parent INT NOT NULL DEFAULT 0, -- 0 if top level otherwise ref to another line_item_type as it's parent
- member_type INT NOT NULL DEFAULT 0, -- Member Type assigned Default 0
- amount DECIMAL(8,2) NOT NULL DEFAULT '0.00', -- amount
- recurring BOOLEAN DEFAULT '0', -- true/false if recurring
- recurrence INT NULL DEFAULT 0, -- recurrence type
- dynamic_amount BOOLEAN DEFAULT '0', -- true/false if amount is dynamic
- qcode TINYTEXT NULL, -- qcode for quickbooks
- category TINYTEXT NULL, -- quickbooks category
- PRIMARY KEY (id)
-);
-
-----
-
--- Line Items
-CREATE TABLE {prefix}line_items (
- id INT NOT NULL AUTO_INCREMENT,
- invoice INT NOT NULL, -- reference to invoice
- line_item_type INT NOT NULL, -- reference to line item type
- account INT NULL DEFAULT 0, -- ref to account id (renewal or employee)
- name TEXT NOT NULL, -- line item name
- amount DECIMAL(8,2) DEFAULT '0.00', -- line item amount per item
- quantity INT DEFAULT 1, -- quantity
- total DECIMAL(8,2) DEFAULT '0.00', -- line item total
- recurring BOOLEAN DEFAULT '0', -- true/false if recurring
- recurrence INT NULL DEFAULT 0, -- recurrence type
- created DATE NULL, -- Date this line item was first created
- first_due_date DATE NULL, -- The first due date for this item
- next_due_date DATE NULL, -- Next Due Date for this item
- PRIMARY KEY (id),
- INDEX(account),
- INDEX(created),
- INDEX(first_due_date),
- INDEX(next_due_date)
-);
-
-----
-
--- payments
-CREATE TABLE {prefix}payments (
- id INT NOT NULL AUTO_INCREMENT,
- transaction_time DATETIME NOT NULL, -- datetime of payment
- account INT NOT NULL, -- ref to account table
- amount DECIMAL(8, 2) NOT NULL, -- payment amount
- payment_method TINYTEXT NOT NULL, -- payment method
- payment_data TINYTEXT NULL, -- additional payment info
- notes TEXT NULL, -- Notes/Comments on the payment
- PRIMARY KEY (id)
-);
-
-----
-
--- pdfs
-CREATE TABLE {prefix}pdfs (
- id INT NOT NULL AUTO_INCREMENT,
- ref_type INT NOT NULL, -- reference type
- ref_dest INT NOT NULL, -- reference types id
- pdf MEDIUMTEXT NOT NULL, -- saved pdf
- PRIMARY KEY (id)
-);
-
-----
-
--- Notification Types
-CREATE TABLE {prefix}notification_types (
- id INT NOT NULL AUTO_INCREMENT,
- name TINYTEXT NOT NULL, -- name
- to_email TINYTEXT NULL, -- To email
- from_header TINYTEXT NOT NULL, -- from headers
- replyto TINYTEXT NULL, -- reply-to headers
- subject TINYTEXT NOT NULL, -- Subject
- message TEXT NOT NULL, -- Message
- send_by_date BOOLEAN NULL DEFAULT '0', -- true/false send by date based on due date
- send_by_action BOOLEAN NULL DEFAULT '0', -- send notice based on an action
- send_action INT NULL DEFAULT 0, -- (create invoice or receive payment)
- send_date_number INT NULL DEFAULT 0, -- number to apply to send by date
- send_date_period INT NULL DEFAULT 0, -- (days,weeks,months,years)
- send_date_when INT NULL DEFAULT 0, -- (before or after)
- PRIMARY KEY (id)
-);
-
-----
-
--- Notifications
-CREATE TABLE {prefix}notifications (
- id INT NOT NULL AUTO_INCREMENT,
- notification_type INT NOT NULL, -- ref to notification type
- account INT NOT NULL, -- ref to account
- from_replyto TINYTEXT NOT NULL, -- from reply-to header
- subject TEXT NOT NULL, -- subject
- message TEXT NOT NULL, -- message
- date_sent DATETIME NOT NULL, -- Date the notice was sent
- email_sent TINYTEXT NOT NULL, -- email used
- PRIMARY KEY (id)
-);
-
-----
-
--- Notification Queue
-CREATE TABLE {prefix}notification_queue (
- id INT NOT NULL AUTO_INCREMENT,
- notification_type INT NOT NULL, -- ref to notification type
- account INT NOT NULL, -- ref to account
- queued_time DATETIME NOT NULL, -- Creation time
- processed_time DATETIME NULL, -- The time this queue was processed. (sent out)
- PRIMARY KEY (id),
- INDEX (notification_type),
- INDEX (account),
- INDEX (queued_time),
- INDEX (processed_time)
-);
-
-----
-
--- Gateway Settings
-CREATE TABLE {prefix}gateway_settings (
- id INT NOT NULL AUTO_INCREMENT,
- name TEXT NOT NULL,
- login_id TINYTEXT NOT NULL,
- transaction_key TINYTEXT NOT NULL,
- PRIMARY KEY (id)
-);
-
-----
-
--- Invoice Payments
-CREATE TABLE {prefix}invoice_payments (
- id INT NOT NULL AUTO_INCREMENT,
- invoice INT NOT NULL, -- reference to invoice id
- payment INT NOT NULL, -- reference to payment id
- amount DECIMAL(8, 2) NOT NULL, -- payment amount
- PRIMARY KEY (id),
- INDEX(invoice)
-);
-
-----
-
--- Settings
-CREATE TABLE {prefix}settings (
- id INT NOT NULL AUTO_INCREMENT,
- company_logo TINYTEXT NULL, -- Image logo
- company_logo_height INT NULL, -- Logo Height (only used if creating pdf)
- company_name TINYTEXT NULL, -- Company Name
- company_name2 TINYTEXT NULL, -- Company Name 2
- company_addr1 TINYTEXT NULL, -- Company Address 1
- company_addr2 TINYTEXT NULL, -- Company Address 2
- company_city TINYTEXT NULL, -- Company City
- company_state TINYTEXT NULL, -- Company State
- company_zip TINYTEXT NULL, -- Company Zip
- company_phone TINYTEXT NULL, -- Company Phone
- company_email TINYTEXT NULL, -- Company Email
- company_url TINYTEXT NULL, -- Company URL
- payment_terms TEXT NULL, -- Payment Terms
- days_before_renewal INT NULL, -- Number of days before renewal date to allow renewals
- days_after_expired INT NULL, -- Number of days after renewal date expired
- allow_membership_choice BOOLEAN DEFAULT '0', -- If memberships can choose their membership levels when they renew
- allow_employees BOOLEAN DEFAULT '0', -- If memberships have employees
- member_types_enabled BOOLEAN DEFAULT '1', -- member types determine invoice types
- quickbooks_enabled BOOLEAN DEFAULT '0', -- QuickBooks enabled
- member_billing_enabled BOOLEAN DEFAULT '1', -- Member have access to billing info tab
- billing_fields_required BOOLEAN DEFAULT '1', -- Require Billing Fields
- invoice_methods_enabled BOOLEAN DEFAULT '1', -- Enable Uptra invoice methods
- renewal_day_static BOOLEAN DEFAULT '0', -- Renewal dates are same day every year
- renewal_day INT NULL, -- Day of the month for renewals
- renewal_month INT NULL, -- Month of year for renewals
- billing_county_enabled BOOLEAN DEFAULT '0', -- Billing uses county field
- invoice_pdf_enabled BOOLEAN DEFAULT '0', -- Create PDF invoices
- billing_contact_name_enabled BOOLEAN DEFAULT '0', -- Use billing_contact_name instead of fname lname
- PRIMARY KEY (id)
-);
-
-----
-
--- Set default billing Settings entry
-INSERT INTO {prefix}settings
- ( id, days_before_renewal ,days_after_expired, member_types_enabled, quickbooks_enabled, member_billing_enabled )
- VALUES
- ( 1, 90, 30, true, false, true );
-
-----
-
--- Management
-CREATE TABLE {prefix}management (
- id INT NOT NULL AUTO_INCREMENT,
- payment_methods SMALLINT NULL, -- Payment methods available for all registrations - Bitmap - see payment_method in plugin.ini
- proc_methods SMALLINT NULL, -- Credit Cart payment processing methods available - Bitmap - see proc_method in plugin.ini
- cc_accepts SMALLINT NULL, -- Credit Cards Accepted - Bitmap - See credit_card in plugin.ini
- -- Authorize.net Credentials
- authorize_net_login TINYTEXT NULL,
- authorize_net_key TINYTEXT NULL,
- authorize_net_test TINYINT NULL, -- Authorize.net test mode - List - see proc_test_mode in plugin.ini
- authorize_net_conf BOOLEAN NULL, -- Flag to send payment confirmation Email from Authorize.net
- authorize_net_merchant_email TINYTEXT NULL, -- E-Mail Authorize.net will send copy of confirmation E-Mail
- -- Merchant Solutions Credentials
- merchant_solutions_acctid TINYTEXT NULL, -- Merchant Solutions credentials
- merchant_solutions_merchantpin TINYTEXT NULL,
- merchant_solutions_test TINYINT NULL, -- Merchant Solutions test mode - List - see proc_test_mode in plugin.ini
- merchant_solutions_conf BOOLEAN NULL, -- Flag to send payment confirmation Email
- merchant_solutions_merchant_email TINYTEXT NULL, -- Merchant Solutions will send copy of confirmation E-Mail
- uptravel_invoice_template BOOLEAN DEFAULT '0', -- Use uptravel template for invoices.
- uptravel_payment_form BOOLEAN DEFAULT '0', -- Use uptravel payment form style.
- PRIMARY KEY (id)
-);
-
-----
-
--- Set default billing Management entry
-INSERT INTO {prefix}management
- ( id )
- VALUES
- ( 1 );
-
-----
-
--- Employees table
-CREATE TABLE {prefix}employees (
- id INT NOT NULL AUTO_INCREMENT,
- account INT NOT NULL, -- Account Id
- employee INT NOT NULL, -- Employee Account Id
- PRIMARY KEY (id)
-);
--- /dev/null
+-- Gaslight Media Billing Module
+-- File Created: 11/19/2018
+-- Database Version: 0.0.27
+-- Database Creation Script
+--
+-- To permit each query below to be executed separately,
+-- all queries must be separated by a line with four dashes
+--
+-- **** BE SURE TO ALSO UPDATE drop_database_Vxxx.sql FILE WHEN CHANGING TABLES ****
+--
+
+-- Billing Accounts
+CREATE TABLE {prefix}accounts (
+ id INT NOT NULL AUTO_INCREMENT,
+ archived BOOLEAN DEFAULT '0', -- Marks account as archived
+ ref_dest INT NOT NULL, -- reference to member id
+ ref_name TINYTEXT NOT NULL, -- Name of reference member
+ invoice_type INT NOT NULL DEFAULT '0', -- Ref to Invoice Type id
+ billing_contact_name TINYTEXT NULL, -- Billing Contact Name
+ billing_fname TINYTEXT NULL, -- Billing First Name
+ billing_lname TINYTEXT NULL, -- Billing Last Name
+ billing_company TINYTEXT NULL, -- Billing Company Name
+ billing_position TINYTEXT NULL, -- Billing Title/Position
+ billing_addr1 TINYTEXT NULL, -- Billing Address 1
+ billing_addr2 TINYTEXT NULL, -- Billing Address 2
+ billing_city TINYTEXT NULL, -- Billing City
+ billing_county INT NULL, -- Billing County
+ billing_state TINYTEXT NULL, -- Billing State
+ billing_zip TINYTEXT NULL, -- Billing Zip
+ billing_country TINYTEXT NULL, -- Billing Country
+ billing_phone TINYTEXT NULL, -- Billing Phone
+ billing_fax TINYTEXT NULL, -- Billing Fax
+ anniversary_date DATE NULL, -- anniversary date
+ renewal_date DATE NULL, -- renewal date of account
+ payment_data TEXT NULL, -- stored payment data
+ customer_profile_id TINYTEXT NULL, -- Customer Profile Id (Authorize.net)
+ payment_profile_id TINYTEXT NULL, -- Payment Profile Id (Authorize.net)
+ payment_profile_card TINYTEXT NULL, -- Payment Profile Card (Authorize.net)
+ email TINYTEXT NULL, -- billing email
+ boss BOOLEAN DEFAULT '0', -- Boss flag
+ account_number TINYTEXT NULL, -- Account Number
+ email_invoice BOOLEAN DEFAULT '0', -- Invoice by email
+ usmail_invoice BOOLEAN DEFAULT '0', -- Invoice by US Mail
+ fax_invoice BOOLEAN DEFAULT '0', -- Invoice by Fax
+ PRIMARY KEY (id),
+ INDEX(ref_dest),
+ INDEX(ref_name(20)),
+ INDEX(email(20)),
+ INDEX(invoice_type),
+ INDEX(renewal_date),
+ INDEX(billing_county)
+);
+
+----
+
+-- transactions
+CREATE TABLE {prefix}transactions (
+ id INT NOT NULL AUTO_INCREMENT,
+ type INT NOT NULL, -- type of transaction (payment,invoice,etc)
+ type_id INT NOT NULL, -- reference to type id
+ account INT NOT NULL, -- reference to account id
+ transaction_time DATETIME NOT NULL, -- datetime for the transaction
+ current_invoice_total DECIMAL(8, 2) NOT NULL, -- invoice total
+ current_payment_total DECIMAL(8, 2) NOT NULL, -- payment total
+ PRIMARY KEY (id),
+ INDEX(account),
+ INDEX(type_id),
+ INDEX(transaction_time)
+);
+
+----
+
+-- Invoices
+CREATE TABLE {prefix}invoices (
+ id INT NOT NULL AUTO_INCREMENT,
+ old_invoice_id INT NULL, -- old invoice id from uptra
+ transaction_time DATETIME NOT NULL, -- datetime for the invoice
+ account INT NOT NULL, -- ref to account id
+ amount_total DECIMAL(8, 2) NOT NULL, -- total amount for invoice
+ balance DECIMAL(8, 2) NOT NULL, -- balance for this invoice
+ due_date DATE NOT NULL, -- Due date for this invoice
+ paid BOOLEAN DEFAULT '0', -- true/false if invoice is paid
+ notes TINYTEXT, -- notes for this invoice
+ renewal BOOLEAN DEFAULT '0', -- true/false if a renewal
+ recurring BOOLEAN DEFAULT '0', -- true/false if recurring
+ recurrence INT NULL DEFAULT 0, -- recurrence type
+ PRIMARY KEY (id),
+ INDEX(account),
+ INDEX(transaction_time),
+ INDEX(due_date)
+);
+
+----
+
+-- Line Item Types
+CREATE TABLE {prefix}invoice_types (
+ id INT NOT NULL AUTO_INCREMENT,
+ name TINYTEXT NOT NULL, -- name
+ parent INT NOT NULL DEFAULT 0, -- 0 if top level otherwise ref to another line_item_type as it's parent
+ member_type INT NOT NULL DEFAULT 0, -- Member Type assigned Default 0
+ amount DECIMAL(8,2) NOT NULL DEFAULT '0.00', -- amount
+ recurring BOOLEAN DEFAULT '0', -- true/false if recurring
+ recurrence INT NULL DEFAULT 0, -- recurrence type
+ dynamic_amount BOOLEAN DEFAULT '0', -- true/false if amount is dynamic
+ qcode TINYTEXT NULL, -- qcode for quickbooks
+ category TINYTEXT NULL, -- quickbooks category
+ PRIMARY KEY (id)
+);
+
+----
+
+-- Line Items
+CREATE TABLE {prefix}line_items (
+ id INT NOT NULL AUTO_INCREMENT,
+ invoice INT NOT NULL, -- reference to invoice
+ line_item_type INT NOT NULL, -- reference to line item type
+ account INT NULL DEFAULT 0, -- ref to account id (renewal or employee)
+ name TEXT NOT NULL, -- line item name
+ amount DECIMAL(8,2) DEFAULT '0.00', -- line item amount per item
+ quantity INT DEFAULT 1, -- quantity
+ total DECIMAL(8,2) DEFAULT '0.00', -- line item total
+ recurring BOOLEAN DEFAULT '0', -- true/false if recurring
+ recurrence INT NULL DEFAULT 0, -- recurrence type
+ created DATE NULL, -- Date this line item was first created
+ first_due_date DATE NULL, -- The first due date for this item
+ next_due_date DATE NULL, -- Next Due Date for this item
+ PRIMARY KEY (id),
+ INDEX(account),
+ INDEX(created),
+ INDEX(first_due_date),
+ INDEX(next_due_date)
+);
+
+----
+
+-- payments
+CREATE TABLE {prefix}payments (
+ id INT NOT NULL AUTO_INCREMENT,
+ transaction_time DATETIME NOT NULL, -- datetime of payment
+ account INT NOT NULL, -- ref to account table
+ amount DECIMAL(8, 2) NOT NULL, -- payment amount
+ payment_method TINYTEXT NOT NULL, -- payment method
+ payment_data TINYTEXT NULL, -- additional payment info
+ notes TEXT NULL, -- Notes/Comments on the payment
+ PRIMARY KEY (id)
+);
+
+----
+
+-- pdfs
+CREATE TABLE {prefix}pdfs (
+ id INT NOT NULL AUTO_INCREMENT,
+ ref_type INT NOT NULL, -- reference type
+ ref_dest INT NOT NULL, -- reference types id
+ pdf MEDIUMTEXT NOT NULL, -- saved pdf
+ PRIMARY KEY (id)
+);
+
+----
+
+-- Notification Types
+CREATE TABLE {prefix}notification_types (
+ id INT NOT NULL AUTO_INCREMENT,
+ name TINYTEXT NOT NULL, -- name
+ to_email TINYTEXT NULL, -- To email
+ from_header TINYTEXT NOT NULL, -- from headers
+ replyto TINYTEXT NULL, -- reply-to headers
+ subject TINYTEXT NOT NULL, -- Subject
+ message TEXT NOT NULL, -- Message
+ send_by_date BOOLEAN NULL DEFAULT '0', -- true/false send by date based on due date
+ send_by_action BOOLEAN NULL DEFAULT '0', -- send notice based on an action
+ send_action INT NULL DEFAULT 0, -- (create invoice or receive payment)
+ send_date_number INT NULL DEFAULT 0, -- number to apply to send by date
+ send_date_period INT NULL DEFAULT 0, -- (days,weeks,months,years)
+ send_date_when INT NULL DEFAULT 0, -- (before or after)
+ PRIMARY KEY (id)
+);
+
+----
+
+-- Notifications
+CREATE TABLE {prefix}notifications (
+ id INT NOT NULL AUTO_INCREMENT,
+ notification_type INT NOT NULL, -- ref to notification type
+ account INT NOT NULL, -- ref to account
+ from_replyto TINYTEXT NOT NULL, -- from reply-to header
+ subject TEXT NOT NULL, -- subject
+ message TEXT NOT NULL, -- message
+ date_sent DATETIME NOT NULL, -- Date the notice was sent
+ email_sent TINYTEXT NOT NULL, -- email used
+ PRIMARY KEY (id)
+);
+
+----
+
+-- Notification Queue
+CREATE TABLE {prefix}notification_queue (
+ id INT NOT NULL AUTO_INCREMENT,
+ notification_type INT NOT NULL, -- ref to notification type
+ account INT NOT NULL, -- ref to account
+ queued_time DATETIME NOT NULL, -- Creation time
+ processed_time DATETIME NULL, -- The time this queue was processed. (sent out)
+ PRIMARY KEY (id),
+ INDEX (notification_type),
+ INDEX (account),
+ INDEX (queued_time),
+ INDEX (processed_time)
+);
+
+----
+
+-- Gateway Settings
+CREATE TABLE {prefix}gateway_settings (
+ id INT NOT NULL AUTO_INCREMENT,
+ name TEXT NOT NULL,
+ login_id TINYTEXT NOT NULL,
+ transaction_key TINYTEXT NOT NULL,
+ PRIMARY KEY (id)
+);
+
+----
+
+-- Invoice Payments
+CREATE TABLE {prefix}invoice_payments (
+ id INT NOT NULL AUTO_INCREMENT,
+ invoice INT NOT NULL, -- reference to invoice id
+ payment INT NOT NULL, -- reference to payment id
+ amount DECIMAL(8, 2) NOT NULL, -- payment amount
+ PRIMARY KEY (id),
+ INDEX(invoice)
+);
+
+----
+
+-- Settings
+CREATE TABLE {prefix}settings (
+ id INT NOT NULL AUTO_INCREMENT,
+ company_logo TINYTEXT NULL, -- Image logo
+ company_logo_height INT NULL, -- Logo Height (only used if creating pdf)
+ company_name TINYTEXT NULL, -- Company Name
+ company_name2 TINYTEXT NULL, -- Company Name 2
+ company_addr1 TINYTEXT NULL, -- Company Address 1
+ company_addr2 TINYTEXT NULL, -- Company Address 2
+ company_city TINYTEXT NULL, -- Company City
+ company_state TINYTEXT NULL, -- Company State
+ company_zip TINYTEXT NULL, -- Company Zip
+ company_phone TINYTEXT NULL, -- Company Phone
+ company_email TINYTEXT NULL, -- Company Email
+ company_url TINYTEXT NULL, -- Company URL
+ payment_terms TEXT NULL, -- Payment Terms
+ days_before_renewal INT NULL, -- Number of days before renewal date to allow renewals
+ days_after_expired INT NULL, -- Number of days after renewal date expired
+ allow_membership_choice BOOLEAN DEFAULT '0', -- If memberships can choose their membership levels when they renew
+ allow_employees BOOLEAN DEFAULT '0', -- If memberships have employees
+ member_types_enabled BOOLEAN DEFAULT '1', -- member types determine invoice types
+ quickbooks_enabled BOOLEAN DEFAULT '0', -- QuickBooks enabled
+ member_billing_enabled BOOLEAN DEFAULT '1', -- Member have access to billing info tab
+ billing_fields_required BOOLEAN DEFAULT '1', -- Require Billing Fields
+ invoice_methods_enabled BOOLEAN DEFAULT '1', -- Enable Uptra invoice methods
+ renewal_day_static BOOLEAN DEFAULT '0', -- Renewal dates are same day every year
+ renewal_day INT NULL, -- Day of the month for renewals
+ renewal_month INT NULL, -- Month of year for renewals
+ billing_county_enabled BOOLEAN DEFAULT '0', -- Billing uses county field
+ invoice_pdf_enabled BOOLEAN DEFAULT '0', -- Create PDF invoices
+ billing_contact_name_enabled BOOLEAN DEFAULT '0', -- Use billing_contact_name instead of fname lname
+ PRIMARY KEY (id)
+);
+
+----
+
+-- Set default billing Settings entry
+INSERT INTO {prefix}settings
+ ( id, days_before_renewal ,days_after_expired, member_types_enabled, quickbooks_enabled, member_billing_enabled )
+ VALUES
+ ( 1, 90, 30, true, false, true );
+
+----
+
+-- Management
+CREATE TABLE {prefix}management (
+ id INT NOT NULL AUTO_INCREMENT,
+ payment_methods SMALLINT NULL, -- Payment methods available for all registrations - Bitmap - see payment_method in plugin.ini
+ proc_methods SMALLINT NULL, -- Credit Cart payment processing methods available - Bitmap - see proc_method in plugin.ini
+ cc_accepts SMALLINT NULL, -- Credit Cards Accepted - Bitmap - See credit_card in plugin.ini
+ -- Authorize.net Credentials
+ authorize_net_login TINYTEXT NULL,
+ authorize_net_key TINYTEXT NULL,
+ authorize_net_test TINYINT NULL, -- Authorize.net test mode - List - see proc_test_mode in plugin.ini
+ authorize_net_conf BOOLEAN NULL, -- Flag to send payment confirmation Email from Authorize.net
+ authorize_net_merchant_email TINYTEXT NULL, -- E-Mail Authorize.net will send copy of confirmation E-Mail
+ -- Merchant Solutions Credentials
+ merchant_solutions_acctid TINYTEXT NULL, -- Merchant Solutions credentials
+ merchant_solutions_merchantpin TINYTEXT NULL,
+ merchant_solutions_test TINYINT NULL, -- Merchant Solutions test mode - List - see proc_test_mode in plugin.ini
+ merchant_solutions_conf BOOLEAN NULL, -- Flag to send payment confirmation Email
+ merchant_solutions_merchant_email TINYTEXT NULL, -- Merchant Solutions will send copy of confirmation E-Mail
+ uptravel_invoice_template BOOLEAN DEFAULT '0', -- Use uptravel template for invoices.
+ uptravel_payment_form BOOLEAN DEFAULT '0', -- Use uptravel payment form style.
+ PRIMARY KEY (id)
+);
+
+----
+
+-- Set default billing Management entry
+INSERT INTO {prefix}management
+ ( id )
+ VALUES
+ ( 1 );
+
+----
+
+-- Employees table
+CREATE TABLE {prefix}employees (
+ id INT NOT NULL AUTO_INCREMENT,
+ account INT NOT NULL, -- Account Id
+ employee INT NOT NULL, -- Employee Account Id
+ PRIMARY KEY (id)
+);
'0.0.29' => array('version' => '0.0.29', 'tables' => 15, 'date' => '11/29/2018'),
'0.0.30' => array('version' => '0.0.30', 'tables' => 15, 'date' => '12/04/2018'),
'0.0.31' => array('version' => '0.0.31', 'tables' => 15, 'date' => '12/17/2018'),
+ '0.0.32' => array('version' => '0.0.32', 'tables' => 15, 'date' => '12/26/2018'),
);
--- /dev/null
+-- Gaslight Media Billing Database
+-- File Created: 12/26/2018
+-- Database Version: 0.0.32
+--
+-- To permit each query below to be executed separately,
+-- all queries must be separated by a line with four dashes
+
+-- Update the accounts table
+ALTER TABLE {prefix}invoicies ADD old_invoice_id INT NULL;
</table>
</form>
+ <form action="{$thisUrl}?page={$thisPage}" method="post">
+
+ <input type="hidden" name="glm_action" value="billing" />
+ <input type="hidden" name="option" value="importBillingData" />
+ <input type="hidden" name="option2" value="import" />
+
+ <table class="glm-admin-table glm-settings-table">
+
+ <tr>
+ <td><input type="submit" value="Import Billing Data" /></td>
+ </tr>
+
+ </table>
+ </form>
{/if}
Number processed: {$numberProcessed}
projects / WP-Plugins / glm-member-db-billing.git / commitdiff