New uptra payment form (simplified).
New field for payment notes.
New field for uptra_payment_form boolean.
'use' => 'a',
),
+ // Use uptra invoice template
+ 'uptravel_payment_form' => array(
+ 'field' => 'uptravel_payment_form',
+ 'type' => 'checkbox',
+ 'use' => 'a',
+ ),
+
);
}
'use' => 'a',
),
+ // Payment Notes / Comments
+ 'notes' => array(
+ 'field' => 'notes',
+ 'type' => 'text',
+ 'use' => 'a',
+ ),
+
);
payment_method[30] = "Cash"
payment_method[40] = "Other"
+; Alternate Payment Methods
+alt_payment_method[10] = "Check"
+alt_payment_method[20] = "Credit Card"
+alt_payment_method[30] = "Cash"
+alt_payment_method[40] = "Other"
+alt_payment_method[50] = "Adjustment"
+
; Recurrences
recurrence[10] = "Monthly"
recurrence[20] = "Yearly"
* version from this plugin.
*/
define('GLM_MEMBERS_BILLING_PLUGIN_VERSION', '1.0.16');
-define('GLM_MEMBERS_BILLING_PLUGIN_DB_VERSION', '0.0.30');
+define('GLM_MEMBERS_BILLING_PLUGIN_DB_VERSION', '0.0.31');
// 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');
'filterOverdue' => $filterOverdue,
'counties' => $counties,
'paymentTypes' => $paymentTypes,
+ 'billing_settings' => $this->config['billing_settings'],
);
// Return status, any suggested view, and any data to controller
$view = 'makePayment';
break;
+
+ case 'makepaymentadjustment':
+ $view = 'makePaymentAdjustment';
+
+ // Get unpaid invoices
+ $invoices = $BillingSupport->getUnPaidInvoicesByAccount( $accountID );
+
+ // Need to see if there's an account for this member.
+ $account = $Accounts->editEntry( $accountID );
+
+ break;
+
+ case 'createMemberPayment':
+ $view = 'paymentProcess';
+ $account_id = filter_var( $_REQUEST['account_id'], FILTER_VALIDATE_INT );
+ $amount = filter_var( $_REQUEST['amount'], FILTER_VALIDATE_FLOAT );
+ $payment_method = filter_var( $_REQUEST['payment_method'], FILTER_VALIDATE_INT );
+ $payment_data = filter_var( $_REQUEST['payment_data'], FILTER_SANITIZE_STRING );
+ $invoices = filter_var( $_REQUEST['invoices'], FILTER_VALIDATE_INT, array( 'flags' => FILTER_REQUIRE_ARRAY ) );
+ echo '<pre>$_REQUEST: ' . print_r( $_REQUEST, true ) . '</pre>';
+
+ if ( $account_id && $amount && $payment_method && $payment_data && !empty( $invoices ) ) {
+ // Create new payment.
+ $payment_id = $BillingSupport->createPayment( $account_id, $amount, $this->config['alt_payment_method'][$payment_method], $payment_data );
+
+ // Record the payment.
+ $BillingSupport->recordPayment( $payment_id, $account_id, $amount, $invoices );
+ }
+ break;
+
case 'list':
$view = 'statements';
// echo '<pre>$test: ' . print_r( $test, true ) . '</pre>';
'account_status' => $account_status,
'accounts' => $accounts,
'invoiceTypes' => $invoiceTypes,
+ 'paymentMethods' => $this->config['alt_payment_method']
);
// Return status, any suggested view, and any data to controller.
+++ /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
- 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.
- 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,
+ 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)
+);
'0.0.28' => array('version' => '0.0.28', 'tables' => 15, 'date' => '11/27/2018'),
'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'),
);
--- /dev/null
+-- Gaslight Media Billing Database
+-- File Created: 12/17/2018
+-- Database Version: 0.0.31
+--
+-- 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}payments ADD notes TEXT NULL;
+
+----
+
+ALTER TABLE {prefix}management ADD uptravel_payment_form BOOLEAN DEFAULT '0';
Invoice type payment type with Dynamic amount. See how this was used.
-QIF (quickbooks) export?
-qcode entry for payment type (numeric)
+[x] QIF (quickbooks) export?
+[x] qcode entry for payment type (numeric)
Invoicing:
[x] Create Invoices (batch)
[x] -- Filter by county and category or member type
[x]-Create labels
[ ] -Send Email (invoices)
-[ ] Pro - Rate an invoice
+[ ] Ability to add adjustment
[ ] Ability to edit an invoice
-[ ] Ability to delete an invoice
+[x] Ability to delete an invoice
+[ ] Ability to delete a payment
+[x] Redo payment form for Uptravel.com
+[x] Find all places where there's a link to make payment to check for option.
+
Reports:
--Open Accounts
--Closed Accounts
--Account by Age
--Report Generator
--No Accounts
--All Accounts
+[x] Open Accounts
+[x] Closed Accounts
+[x] Account by Age
+[x] Report Generator
+[x] No Accounts
+[x] All Accounts
[x] Make Payment:(might already be done)
Donna used the payment form from the member edit section.
<a href="{$thisUrl}?page={$thisPage}&glm_action=invoices&option=view&id={$t.id}">View</a> |
<a href="{$ajaxUrl}?action=glm_members_admin_ajax&glm_action=createPDFInvoice&id={$t.id}">Print</a> |
</span>
- <span class="account-dashboard-link"> {if $t.paid.value} {else}
- <a href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&option=makepayment&member={$t.member_id}">Pay Invoice</a>{/if} |
+ <span class="account-dashboard-link">
+ {if $t.paid.value}
+
+ {else}
+ {if isset( $billing_settings.uptravel_payment_form ) && $billing_settings.uptravel_payment_form}
+ <a href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&option=makepaymentadjustment&member={$t.member_id}">Make A Payment</a> |
+ {else}
+ <a href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&option=makepayment&member={$t.member_id}">Pay Invoice</a> |
+ {/if}
+ {/if}
</span>
<span class="account-dashboard-link">
<a onClick="return confirm('This will delete the invoice. This cannot be undone. Are you Sure?');" href="{$thisUrl}?page={$thisPage}&glm_action=invoices&option=delete&invoice_id={$t.id}">Delete</a>
<form id="PaymentForm" action="{$thisUrl}?page={$thisPage}&glm_action=billing&option=makePayment" method="post">
- <input type="hidden" name="page" value="{$thisPage}">
- <input type="hidden" name="glm_action" value="billing">
- <input type="hidden" name="option" value="createPayment">
- <input type="hidden" name="member" value="{$memberID}">
- <input type="hidden" name="account_id" value="{$account.fieldData.id}">
- <input type="hidden" name="amount" value="" id="total_amount"/>
+ <input type="hidden" name="page" value="{$thisPage}" />
+ <input type="hidden" name="glm_action" value="billing" />
+ <input type="hidden" name="option" value="createPayment" />
+ <input type="hidden" name="member" value="{$memberID}" />
+ <input type="hidden" name="account_id" value="{$account.fieldData.id}" />
+ <input type="hidden" name="amount" value="" id="total_amount" />
<!-- Call for billing section -->
--- /dev/null
+{* makePaymentAdjustment *}
+{* This Form is used for uptravel billing member payments *}
+
+{include file='admin/member/header.html'}
+{include file='admin/billing/memberBillingSubHeader.html'}
+
+<div id="billing-payment-form" class="glm-billing-form">
+
+ {if $paymentSuccess}<span class="glm-notice glm-flash-updated">Payment Completed</span>{/if}
+ {if $paymentError}<span class="glm-notice glm-flash-updated">Error With Payment</span>{/if}
+
+ {if $messages}
+ {foreach $messages as $message}
+ <div class="">{$message}</div>
+ {/foreach}
+ {/if}
+
+ {if $invoices}
+ <form id="PaymentForm" action="{$thisUrl}?page={$thisPage}&glm_action=billing&option=createMemberPayment" method="post">
+
+ <input type="hidden" name="page" value="{$thisPage}" />
+ <input type="hidden" name="glm_action" value="billing" />
+ <input type="hidden" name="option" value="createMemberPayment" />
+ <input type="hidden" name="member" value="{$memberID}" />
+ <input type="hidden" name="account_id" value="{$account.fieldData.id}" />
+ <input type="hidden" name="amount" value="" id="total_amount" />
+
+ <div class="glm-billing-field">
+ <div class="glm-billing-label glm-required"> Select Invoice </div>
+ <div class="glm-billing-input">
+ {if $invoices}
+ {foreach $invoices as $invoice}
+ <label>
+ <input type="checkbox" name="invoices[]" data-amount="{$invoice.balance}" value="{$invoice.id}" checked />
+ ${$invoice.balance} Due {$invoice.due_date}
+ </label>
+ {/foreach}
+ {/if}
+ </div>
+ </div>
+
+ <div class="glm-billing-field">
+ <div class="glm-billing-label glm-required"> Amount </div>
+ <div class="glm-billing-input">
+ <input name="amount" required />
+ </div>
+ </div>
+
+ <div class="glm-billing-field">
+ <div class="glm-billing-label glm-required"> Payment Method </div>
+ <div class="glm-billing-input">
+ <select name="payment_method" required>
+ <option value=""></option>
+ {foreach $paymentMethods as $value => $label}
+ <option value="{$value}">{$label}</option>
+ {/foreach}
+ </select>
+ </div>
+ </div>
+
+ <div class="glm-billing-field">
+ <div class="glm-billing-label"> Payment Details </div>
+ <div class="glm-billing-input">
+ <input name="payment_data" />
+ </div>
+ </div>
+
+ <div class="glm-billing-field">
+ <div class="glm-billing-label"> Comment </div>
+ <div class="glm-billing-input">
+ <textarea name="notes" style="height: 50px;"></textarea>
+ </div>
+ </div>
+
+ <input class="button button-primary" type="submit" value="Make Payment">
+
+ </form>
+ {else}
+
+ <p>You don't have any unpaid invoices!</p>
+
+ {/if}
+</div>
+
+<script>
+jQuery(document).ready(function($){
+
+ // Flash certain elements for a short time after display
+ $(".glm-flash-updated").fadeOut(500).fadeIn(500).fadeOut(500).fadeIn(500).fadeOut(500).fadeIn(500).fadeOut(500).fadeIn(500).fadeOut(500);
+
+});
+</script>
+
+{include file='admin/footer.html'}
<div class="glm-grid-item">
<ul>
<li>
- <a
- href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&member={$memberID}&option=account"
- class="">Billing Info</a>
+ <a href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&member={$memberID}&option=account" class="">Billing Info</a>
</li>
<li>
- <a
- href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&member={$memberID}"
- class="">All Statements</a>
+ <a href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&member={$memberID}" class="">All Statements</a>
</li>
{if ($account_status == 'Pending' || $account_status == 'Expired') && !apply_filters('glm-billing-account-has-renewal', true, $accountID )}
<li>
- <a
- href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&member={$memberID}&option=renew"
- class="">Membership Renewal</a>
+ <a href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&member={$memberID}&option=renew" class="">Membership Renewal</a>
</li>
{/if}
- {if isset( $settings.renewal_day_static ) && $settings.renewal_day_static}
+ {if isset( $billing_settings.uptravel_payment_form ) && $billing_settings.uptravel_payment_form}
<li>
<a href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&member={$memberID}&option=makepaymentadjustment">Make A Payment</a>
</li>
{else}
<li>
- <a
- href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&member={$memberID}&option=makepayment"
- class="">Pay Invoices</a>
+ <a href="{$thisUrl}?page=glm-members-admin-menu-member&glm_action=billing&member={$memberID}&option=makepayment" class="">Pay Invoices</a>
</li>
{/if}
</ul>
</td>
<td class="glm-shrink">${$transaction.transaction_data.amount_total}</td>
<td class="glm-shrink">${$transaction.transaction_data.balance}</td>
- <td class="glm-shrink">{if $transaction.transaction_data.paid} {else}<a href="{$thisUrl}?page={$thisPage}&glm_action=billing&option=makepayment&member={$memberID}">Pay Invoice</a>{/if}</td>
+ <td class="glm-shrink">
+ {if isset( $billing_settings.uptravel_payment_form ) && $billing_settings.uptravel_payment_form}
+ {if $transaction.transaction_data.paid} {else}<a href="{$thisUrl}?page={$thisPage}&glm_action=billing&option=makepaymentadjustment&member={$memberID}">Make A Payment</a>{/if}
+ {else}
+ {if $transaction.transaction_data.paid} {else}<a href="{$thisUrl}?page={$thisPage}&glm_action=billing&option=makepayment&member={$memberID}">Pay Invoice</a>{/if}
+ {/if}
+ </td>
<td class="glm-shrink"> <a href="{$thisUrl}?page={$thisPage}&glm_action=billing&option=view&member={$memberID}&id={$transaction.type_id}">View</a> </td>
</tr>
{* Payments *}
</td>
</tr>
+ <tr>
+ <th style="text-align: right;" {if $regSettings.fieldRequired.uptravel_payment_form} class="glm-required"}{/if}>
+ </th>
+ <td>
+ <input type="checkbox" name="uptravel_payment_form"{if $regSettings.fieldData.uptravel_payment_form.value} checked="checked"{/if}>
+ Use UPTRA Payment Form
+ </td>
+ </tr>
+
</table>
<input type="submit" value="Update Settings" class="button-primary">
projects / WP-Plugins / glm-member-db-billing.git / commitdiff