WP-Plugins/glm-member-db-billing.git
6 years agoCreate new front end form for payments.
Steve Sutton [Fri, 29 Mar 2019 14:22:34 +0000 (10:22 -0400)]
Create new front end form for payments.

This will allow members to make payments without having to log in.

6 years agoUpdate these to pull from ds5
Steve Sutton [Thu, 28 Mar 2019 12:53:07 +0000 (08:53 -0400)]
Update these to pull from ds5

Using ds5 to get live data

6 years agoUpdating import data scripts for uptravel
Steve Sutton [Thu, 28 Mar 2019 09:48:25 +0000 (05:48 -0400)]
Updating import data scripts for uptravel

Fixing the import scripts for billing accounts and data imports.

6 years agoUpdate the renewal form
Steve Sutton [Mon, 25 Mar 2019 15:07:30 +0000 (11:07 -0400)]
Update the renewal form

use invoice # for lookup

6 years agoUpdating the billing import scripts for uptra
Steve Sutton [Fri, 22 Mar 2019 19:40:41 +0000 (15:40 -0400)]
Updating the billing import scripts for uptra

Also this includes the script for verifying the billing data.

6 years agoremove debug
Steve Sutton [Thu, 21 Mar 2019 20:51:10 +0000 (16:51 -0400)]
remove debug

6 years agoSend email working
Steve Sutton [Thu, 21 Mar 2019 20:37:54 +0000 (16:37 -0400)]
Send email working

Can now send invoice from invoice page.
Can now select email for send email page in invoicing.

6 years agoRe Sending email notifications from log page
Steve Sutton [Wed, 20 Mar 2019 20:41:56 +0000 (16:41 -0400)]
Re Sending email notifications from log page

Log page has link to re-send notification.
two new fields for notifications are type and type_id which help to
re-create the send email notification call with same parameters for
sending out the exact same email. (with invoice or payment data)

6 years agoInvoice updates
Steve Sutton [Tue, 19 Mar 2019 20:43:38 +0000 (16:43 -0400)]
Invoice updates

Setting up the pdf invoice with the new settings and terms for
invoices.

6 years agoBilling import uptra data and accounts
Steve Sutton [Tue, 19 Mar 2019 19:19:32 +0000 (15:19 -0400)]
Billing import uptra data and accounts

Updating uptra imports.

6 years agoUpdate for new option
Steve Sutton [Tue, 19 Mar 2019 19:14:29 +0000 (15:14 -0400)]
Update for new option

read option for logo width

6 years agoNew db fields
Steve Sutton [Tue, 19 Mar 2019 19:03:02 +0000 (15:03 -0400)]
New db fields

Adding table for terms
Adding option for invoices

6 years agoUpdate for invoice_type
Steve Sutton [Mon, 18 Mar 2019 10:08:20 +0000 (06:08 -0400)]
Update for invoice_type

and for state to county name

6 years agoUpdating replacement variables for when billing contact name enabled
Steve Sutton [Fri, 15 Mar 2019 20:19:29 +0000 (16:19 -0400)]
Updating replacement variables for when billing contact name enabled

If enabled it must use billing contact name not first and last.

6 years agoupdate for emails
Steve Sutton [Fri, 15 Mar 2019 14:25:40 +0000 (10:25 -0400)]
update for emails

6 years agoUpdate over due for Accounts by Age
Steve Sutton [Fri, 15 Mar 2019 13:56:18 +0000 (09:56 -0400)]
Update over due for Accounts by Age

Should be based on due date.

6 years agoUpdate logo size in invoice
Steve Sutton [Fri, 15 Mar 2019 13:51:18 +0000 (09:51 -0400)]
Update logo size in invoice

update the renewal form

6 years agocomment out debug
Steve Sutton [Thu, 14 Mar 2019 20:27:11 +0000 (16:27 -0400)]
comment out debug

remove debug output

6 years agoFix for the account data
Steve Sutton [Thu, 14 Mar 2019 20:21:37 +0000 (16:21 -0400)]
Fix for the account data

Need to format as string not number to check against the account_number
as it is a text field.

6 years agoUpdating payment type on new accounts
Steve Sutton [Thu, 14 Mar 2019 19:12:25 +0000 (15:12 -0400)]
Updating payment type on new accounts

When creating on the new invoice page.

6 years agoNeed account_number to be required and unique
Steve Sutton [Thu, 14 Mar 2019 18:35:09 +0000 (14:35 -0400)]
Need account_number to be required and unique

This will have to be check on:
Adding new account (create invoice)
Add edit on Member billing
Renew forms will use this if not logged in.

6 years agoRemove uptra text
Steve Sutton [Thu, 14 Mar 2019 12:40:09 +0000 (08:40 -0400)]
Remove uptra text

From settings

6 years agoFix Create Invoice page
Steve Sutton [Thu, 14 Mar 2019 12:37:24 +0000 (08:37 -0400)]
Fix Create Invoice page

Worked on fixing the add new account part of the page.

6 years agoFix updating invoice types
Steve Sutton [Wed, 13 Mar 2019 20:12:29 +0000 (16:12 -0400)]
Fix updating invoice types

Fix for the edit account page in members billing.

6 years agoMerge tag 'v1.0.25' into develop
Steve Sutton [Fri, 8 Mar 2019 15:01:03 +0000 (10:01 -0500)]
Merge tag 'v1.0.25' into develop

Version 1.0.25

6 years agoMerge branch 'hotfix/1.0.25' v1.0.25
Steve Sutton [Fri, 8 Mar 2019 14:49:27 +0000 (09:49 -0500)]
Merge branch 'hotfix/1.0.25'

6 years agoUpdate export to check for archived billing accounts.
Steve Sutton [Fri, 8 Mar 2019 14:48:51 +0000 (09:48 -0500)]
Update export to check for archived billing accounts.

Archived accounts only show when checked for show archived is selected.

6 years agophp notices
Steve Sutton [Thu, 21 Feb 2019 21:35:26 +0000 (16:35 -0500)]
php notices

Getting rid of php notices.

6 years agoMerge tag 'v1.0.24' into develop
Steve Sutton [Thu, 21 Feb 2019 14:59:50 +0000 (09:59 -0500)]
Merge tag 'v1.0.24' into develop

Version 1.0.24

6 years agoMerge branch 'hotfix/1.0.24' v1.0.24
Steve Sutton [Thu, 21 Feb 2019 14:58:52 +0000 (09:58 -0500)]
Merge branch 'hotfix/1.0.24'

6 years agoUpdate for bug when changing member types.
Steve Sutton [Thu, 21 Feb 2019 14:58:23 +0000 (09:58 -0500)]
Update for bug when changing member types.

Fixing call to update members type.

6 years agoUpdate query for accounts needing invoices.
Steve Sutton [Wed, 20 Feb 2019 14:39:05 +0000 (09:39 -0500)]
Update query for accounts needing invoices.

This is the list that comes up for invoicing when you choose create
invoices. This list will only be for accounts that do not have an
invoice created yet.

6 years agoUpdate to hide create invoice when no account exists
Steve Sutton [Tue, 19 Feb 2019 20:47:24 +0000 (15:47 -0500)]
Update to hide create invoice when no account exists

Cannot do that unless there's an account.

6 years agoGet rid of bad center tag
Steve Sutton [Tue, 19 Feb 2019 18:39:54 +0000 (13:39 -0500)]
Get rid of bad center tag

Deprecated html

6 years agoAdd now setting for billing
Steve Sutton [Tue, 19 Feb 2019 16:46:55 +0000 (11:46 -0500)]
Add now setting for billing

Adding setting for member types that need billing accounts.
These members with this type will show in the billing reports under no
accounts if they do not have a billing account setup for the member.

6 years agoMerge tag 'v1.0.23' into develop
Steve Sutton [Fri, 15 Feb 2019 18:39:00 +0000 (13:39 -0500)]
Merge tag 'v1.0.23' into develop

Version 1.0.23

6 years agoMerge branch 'hotfix/1.0.23' v1.0.23
Steve Sutton [Fri, 15 Feb 2019 18:37:59 +0000 (13:37 -0500)]
Merge branch 'hotfix/1.0.23'

6 years agoUpdate new membership form for migcsa hotfix/1.0.23
Steve Sutton [Fri, 15 Feb 2019 18:36:26 +0000 (13:36 -0500)]
Update new membership form for migcsa

Migcsa update.
Company name and title should be transfered to Company info
Also transfer the first and last name.

6 years agoupdate import billing data
Steve Sutton [Thu, 14 Feb 2019 21:00:39 +0000 (16:00 -0500)]
update import billing data

Getting billing data pulling from uptra db

6 years agoUpdate pdf invoice
Steve Sutton [Thu, 14 Feb 2019 18:05:37 +0000 (13:05 -0500)]
Update pdf invoice

Move the pay this amount up

6 years agoSwitch view pdf to print if enabled
Steve Sutton [Thu, 14 Feb 2019 17:45:50 +0000 (12:45 -0500)]
Switch view pdf to print if enabled

If the pdf invoices are enabled switch to print pdf.

6 years agoMerge tag 'v1.0.22' into develop
Steve Sutton [Tue, 12 Feb 2019 15:16:20 +0000 (10:16 -0500)]
Merge tag 'v1.0.22' into develop

Version 1.0.22

6 years agoMerge branch 'hotfix/1.0.22' v1.0.22
Steve Sutton [Tue, 12 Feb 2019 15:15:02 +0000 (10:15 -0500)]
Merge branch 'hotfix/1.0.22'

6 years agoUpdate for smarty hotfix/1.0.22
Steve Sutton [Tue, 12 Feb 2019 15:14:27 +0000 (10:14 -0500)]
Update for smarty

Smarty update disallows php in smarty

6 years agoUpdating help docs
Steve Sutton [Mon, 11 Feb 2019 20:20:02 +0000 (15:20 -0500)]
Updating help docs

Updating the help documentation for billing.

6 years agoFix some setting issues
Steve Sutton [Mon, 11 Feb 2019 18:34:30 +0000 (13:34 -0500)]
Fix some setting issues

Fix required fields
fix print and view links

6 years agoAdding help files
Steve Sutton [Fri, 8 Feb 2019 20:28:13 +0000 (15:28 -0500)]
Adding help files

Help files for Billing Plugin.
Hopefull a good layout for help files.

6 years agoAdjustment for PDF Labels.
Steve Sutton [Thu, 7 Feb 2019 21:37:22 +0000 (16:37 -0500)]
Adjustment for PDF Labels.

Adjust top.

6 years agofix the setting looking for to hide invoicing
Steve Sutton [Fri, 1 Feb 2019 19:15:47 +0000 (14:15 -0500)]
fix the setting looking for to hide invoicing

should be settings not billing_settings

6 years agoUpdates while updating migcsa billing to latest on develop
Steve Sutton [Fri, 1 Feb 2019 19:06:45 +0000 (14:06 -0500)]
Updates while updating migcsa billing to latest on develop

Updates for migcsa

6 years agoCorrection on sql update
Steve Sutton [Fri, 1 Feb 2019 18:19:49 +0000 (13:19 -0500)]
Correction on sql update

Spelling of invoices table was incorrect.

6 years agoNote on print label type
Steve Sutton [Fri, 1 Feb 2019 16:04:26 +0000 (11:04 -0500)]
Note on print label type

5161 labels

6 years agoMerge branch 'feature/uptravel' into develop
Steve Sutton [Thu, 31 Jan 2019 19:54:02 +0000 (14:54 -0500)]
Merge branch 'feature/uptravel' into develop

6 years agoMerge branch 'develop' into feature/uptravel
Steve Sutton [Thu, 31 Jan 2019 19:53:02 +0000 (14:53 -0500)]
Merge branch 'develop' into feature/uptravel

6 years agoOnly show totals on the report generator
Steve Sutton [Thu, 31 Jan 2019 18:11:02 +0000 (13:11 -0500)]
Only show totals on the report generator

hide if not report generator

6 years agoUpdates for billing Report Generator
Steve Sutton [Mon, 28 Jan 2019 22:02:13 +0000 (17:02 -0500)]
Updates for billing Report Generator

Get totals for payments and invoices.
Fix some php notices.

6 years agoUpdates on billing member invoice
Steve Sutton [Tue, 15 Jan 2019 19:43:53 +0000 (14:43 -0500)]
Updates on billing member invoice

Members Invoice creation
Errors and success message.

6 years agoUpdating prorated pricing on invoices
Steve Sutton [Fri, 11 Jan 2019 21:53:15 +0000 (16:53 -0500)]
Updating prorated pricing on invoices

prorating now works.

6 years agoMerge tag 'v1.0.21' into develop
Steve Sutton [Thu, 10 Jan 2019 14:44:35 +0000 (09:44 -0500)]
Merge tag 'v1.0.21' into develop

Version 1.0.21

6 years agoMerge branch 'hotfix/1.0.21' v1.0.21
Steve Sutton [Thu, 10 Jan 2019 14:44:28 +0000 (09:44 -0500)]
Merge branch 'hotfix/1.0.21'

6 years agoUpdating cron task for setting free memberships
Steve Sutton [Thu, 10 Jan 2019 14:43:55 +0000 (09:43 -0500)]
Updating cron task for setting free memberships

Free memberships should be reset to invoice_type of 0.

6 years agoAdd create invoice page to members billing
Steve Sutton [Wed, 9 Jan 2019 21:45:16 +0000 (16:45 -0500)]
Add create invoice page to members billing

This is to add an invoice from members billing tab.
Prorating the invoice.
WIP - prorate

6 years agoFix error
Steve Sutton [Mon, 7 Jan 2019 17:48:20 +0000 (12:48 -0500)]
Fix error

missing comma

6 years agoadd invoice types first
Steve Sutton [Mon, 7 Jan 2019 17:46:50 +0000 (12:46 -0500)]
add invoice types first

6 years agoMerge branch 'develop' into feature/uptravel
Steve Sutton [Thu, 3 Jan 2019 20:53:02 +0000 (15:53 -0500)]
Merge branch 'develop' into feature/uptravel

6 years agoMerge tag 'v1.0.20' into develop
Steve Sutton [Thu, 3 Jan 2019 20:22:26 +0000 (15:22 -0500)]
Merge tag 'v1.0.20' into develop

Version 1.0.20

6 years agoMerge branch 'hotfix/1.0.20' v1.0.20
Steve Sutton [Thu, 3 Jan 2019 20:22:19 +0000 (15:22 -0500)]
Merge branch 'hotfix/1.0.20'

6 years agoFixes for the main billing page.
Steve Sutton [Thu, 3 Jan 2019 20:22:00 +0000 (15:22 -0500)]
Fixes for the main billing page.

For pending data

6 years agoTesting billing
Steve Sutton [Fri, 28 Dec 2018 20:56:50 +0000 (15:56 -0500)]
Testing billing

Working on the import of uptra data.
Fix for quicken file exporter.

6 years agoUpdating view files
Steve Sutton [Thu, 27 Dec 2018 21:04:28 +0000 (16:04 -0500)]
Updating view files

For spacing

6 years agoWorking on import of uptra billing invoices and payments
Steve Sutton [Wed, 26 Dec 2018 21:52:48 +0000 (16:52 -0500)]
Working on import of uptra billing invoices and payments

Adding new field for invoices for the old_invoice_id.

6 years agoUpdating payment form
Steve Sutton [Fri, 21 Dec 2018 20:42:20 +0000 (15:42 -0500)]
Updating payment form

Updates for adjustments.
Update for paying not full amount.

6 years agoUpdate todo file
Steve Sutton [Thu, 20 Dec 2018 16:01:17 +0000 (11:01 -0500)]
Update todo file

Updating todo file

6 years agoMerge tag 'v1.0.19' into develop
Steve Sutton [Wed, 19 Dec 2018 19:43:34 +0000 (14:43 -0500)]
Merge tag 'v1.0.19' into develop

Version 1.0.19

6 years agoMerge branch 'hotfix/1.0.19' v1.0.19
Steve Sutton [Wed, 19 Dec 2018 19:43:27 +0000 (14:43 -0500)]
Merge branch 'hotfix/1.0.19'

6 years agoUpdate renewal form
Steve Sutton [Wed, 19 Dec 2018 19:42:37 +0000 (14:42 -0500)]
Update renewal form

For member billing tab add javascript code to disable the submit button
once it is submitted the first time.

6 years agoUpdates on Payments, invoices and Send Email screens.
Steve Sutton [Wed, 19 Dec 2018 13:35:01 +0000 (08:35 -0500)]
Updates on Payments, invoices and Send Email screens.

Adding Send Emails screen to Invoicing.
Adding link of member dashboard to payments screen.
Adding Delete payments link in payments screen.
Adding correct link in invoices screen if uptra payment form is set.

6 years agoDB update and redo uptravel payment form.
Steve Sutton [Mon, 17 Dec 2018 18:32:00 +0000 (13:32 -0500)]
DB update and redo uptravel payment form.

New uptra payment form (simplified).
New field for payment notes.
New field for uptra_payment_form boolean.

6 years agoWIP payment form
Steve Sutton [Fri, 14 Dec 2018 21:49:30 +0000 (16:49 -0500)]
WIP payment form

Starting to clean up the member only side. If they aren't allowed
billing.
Also need to work on the payment form under members to get it simplified
to what uptra will need.

6 years agoGetting QIF export and noAccount list
Steve Sutton [Fri, 14 Dec 2018 20:20:18 +0000 (15:20 -0500)]
Getting QIF export and noAccount list

Members without accounts working.
Worked on qif export.

6 years agoWIP for reports
Steve Sutton [Thu, 13 Dec 2018 22:01:57 +0000 (17:01 -0500)]
WIP for reports

Working on report generator

6 years agoUpdating reports and invoicing
Steve Sutton [Thu, 13 Dec 2018 16:45:06 +0000 (11:45 -0500)]
Updating reports and invoicing

Working on list output for open accounts.

6 years agoCreating the report section
Steve Sutton [Wed, 12 Dec 2018 21:53:26 +0000 (16:53 -0500)]
Creating the report section

Adding report section for uptravel

6 years agoUpdating the invoice admin table.
Steve Sutton [Tue, 11 Dec 2018 00:12:01 +0000 (19:12 -0500)]
Updating the invoice admin table.

Shorten the columns and add a tr on hover.

6 years agoUpdating the db changes from version 0.0.29
Steve Sutton [Mon, 10 Dec 2018 15:21:28 +0000 (10:21 -0500)]
Updating the db changes from version 0.0.29

Had error in creating an index

6 years agoUpdate for edit invoice
Steve Sutton [Sun, 9 Dec 2018 21:16:56 +0000 (16:16 -0500)]
Update for edit invoice

Working on line items

6 years agoWIP for edit invoices
Steve Sutton [Fri, 7 Dec 2018 21:55:41 +0000 (16:55 -0500)]
WIP for edit invoices

Getting line items.

6 years agoUpdating invoice labels
Steve Sutton [Fri, 7 Dec 2018 19:00:38 +0000 (14:00 -0500)]
Updating invoice labels

Invoice labels now printing.
Invoice labels now export csv file.
Adding todo.txt to keep track on work.

6 years agoUpdating the billing account page for contact name field.
Steve Sutton [Fri, 7 Dec 2018 13:26:02 +0000 (08:26 -0500)]
Updating the billing account page for contact name field.

Adding the contact name field into billing account edit page.
Add to import contact name field.

6 years agoInvoicing WIP pdf's label's
Steve Sutton [Wed, 5 Dec 2018 21:50:25 +0000 (16:50 -0500)]
Invoicing WIP pdf's label's

WIP:
create pdf in bulk
create labels (WIP)
Adding sub header to the invoicing for:
create invoices
print invoices
create labels.

6 years agoAdd Labels for printing (WIP) and new contact name field.
Steve Sutton [Tue, 4 Dec 2018 21:33:54 +0000 (16:33 -0500)]
Add Labels for printing (WIP) and new contact name field.

Adding contact name to billing account.
WIP for the labels.

6 years agoMerge tag 'v1.0.18' into develop
Steve Sutton [Tue, 4 Dec 2018 16:01:41 +0000 (11:01 -0500)]
Merge tag 'v1.0.18' into develop

Version 1.0.18

6 years agoMerge branch 'hotfix/1.0.18' v1.0.18
Steve Sutton [Tue, 4 Dec 2018 16:01:34 +0000 (11:01 -0500)]
Merge branch 'hotfix/1.0.18'

6 years agoUpdate how to get ref_dest from employees.
Steve Sutton [Tue, 4 Dec 2018 16:00:45 +0000 (11:00 -0500)]
Update how to get ref_dest from employees.

Already have the ref_dest in the account data. No need to look up by
name.

6 years agoAdding more items to the invoice.
Steve Sutton [Sun, 2 Dec 2018 14:12:06 +0000 (09:12 -0500)]
Adding more items to the invoice.

Added:
Barcode
Amount due and payment amount, member account number.

6 years agoWIP pdf invoice creation
Steve Sutton [Fri, 30 Nov 2018 21:40:47 +0000 (16:40 -0500)]
WIP pdf invoice creation

Invoice is almost complete from uptra.

6 years agoMore db updates for billing.
Steve Sutton [Thu, 29 Nov 2018 21:31:00 +0000 (16:31 -0500)]
More db updates for billing.

Adding county to the billing account table.
Adding more settings and management options for the plugin.

6 years agoUpdates for billing invoicing
Steve Sutton [Wed, 28 Nov 2018 21:54:35 +0000 (16:54 -0500)]
Updates for billing invoicing

Working on the invoicing section.
Creating invoices
setting up the payment type and counties filter.
more work on the update import for member accounts for uptravel.

6 years agoMerge tag 'v1.0.17' into develop
Steve Sutton [Wed, 28 Nov 2018 14:52:42 +0000 (09:52 -0500)]
Merge tag 'v1.0.17' into develop

Version 1.0.17

6 years agoMerge branch 'hotfix/1.0.17' v1.0.17
Steve Sutton [Wed, 28 Nov 2018 14:52:35 +0000 (09:52 -0500)]
Merge branch 'hotfix/1.0.17'