koha-tmpl/intranet-tmpl/prog/en/modules/members/boraccount.tt

   1 [% USE raw %]
   2 [% USE Asset %]
   3 [% USE Koha %]
   4 [% USE Branches %]
   5 [% USE KohaDates %]
   6 [% USE TablesSettings %]
   7 [% USE AuthorisedValues %]
   8 [% USE Price %]
   9 [% USE Branches %]
  10 [% USE Registers %]
  11 [% SET footerjs = 1 %]
  12 [% SET registers = Registers.all( filters => { current_branch => 1 } ) %]
  13
  14 [% PROCESS 'accounts.inc' %]
  15
  16 [% INCLUDE 'doc-head-open.inc' %]
  17 <title>Koha &rsaquo; Patrons &rsaquo; Account for [% INCLUDE 'patron-title.inc' no_html = 1 %]</title>
  18 [% INCLUDE 'doc-head-close.inc' %]
  19 </head>
  20
  21 <body id="pat_borraccount" class="pat">
  22 [% INCLUDE 'header.inc' %]
  23 [% INCLUDE 'patron-search.inc' %]
  24
  25 <div id="breadcrumbs"><a href="/cgi-bin/koha/mainpage.pl">Home</a> &rsaquo; <a href="/cgi-bin/koha/members/members-home.pl">Patrons</a>  &rsaquo; Account for [% INCLUDE 'patron-title.inc' %]</div>
  26
  27 <div class="main container-fluid">
  28     <div class="row">
  29         <div class="col-sm-10 col-sm-push-2">
  30             <main>
  31
  32 [% INCLUDE 'members-toolbar.inc' %]
  33 <form action="/cgi-bin/koha/members/boraccount.pl" method="get"><input type="hidden" name="borrowernumber" id="borrowernumber" value="[% patron.borrowernumber | html %]" /></form>
  34
  35 <!-- The manual invoice and credit buttons -->
  36 <div class="statictabs">
  37 <ul>
  38     <li class="active"><a href="/cgi-bin/koha/members/boraccount.pl?borrowernumber=[% patron.borrowernumber | uri %]">Transactions</a></li>
  39     <li><a href="/cgi-bin/koha/members/pay.pl?borrowernumber=[% patron.borrowernumber | uri %]" >Make a payment</a></li>
  40     <li><a href="/cgi-bin/koha/members/maninvoice.pl?borrowernumber=[% patron.borrowernumber | uri %]" >Create manual invoice</a></li>
  41     <li><a href="/cgi-bin/koha/members/mancredit.pl?borrowernumber=[% patron.borrowernumber | uri %]" >Create manual credit</a></li>
  42 </ul>
  43 <div class="tabs-container">
  44 [% INCLUDE 'renew_results.inc' renew_results=renew_results %]
  45 <!-- The table with the account items -->
  46 <table id="table_account_fines">
  47     <thead>
  48       <tr>
  49           <th class="title-string">Date</th>
  50           <th>Credit number</th>
  51           <th>Account type</th>
  52           <th>Description of charges</th>
  53           <th>Barcode</th>
  54           <th>Due date</th>
  55           <th>Checkin date</th>
  56           <th>Checkout date</th>
  57           <th class="checked_out_from">Checked out from</th>
  58           <th>Home library</th>
  59           <th>Note</th>
  60           <th>Amount</th>
  61           <th>Outstanding</th>
  62           <th class="NoSort">Actions</th>
  63         </tr>
  64     </thead>
  65
  66         <!-- FIXME: Shouldn't hardcode dollar signs, since Euro or Pound might be needed -->
  67   [% FOREACH account IN accounts %]
  68
  69    <tr>
  70    <td><span title="[% account.date | html %]">[% account.date |$KohaDates %]</span></td>
  71         <td>[% account.credit_number | html %]</td>
  72         <td>[% PROCESS account_type_description account=account %]</td>
  73       <td>
  74         [%- IF account.payment_type %][% AuthorisedValues.GetByCode('PAYMENT_TYPE', account.payment_type) | html %][% END %]
  75         [%- IF account.description %][% account.description | html %][% END %]
  76         &nbsp;[% IF ( account.itemnumber ) %]<a href="/cgi-bin/koha/catalogue/moredetail.pl?biblionumber=[% account.item.biblionumber | uri %]&amp;itemnumber=[% account.itemnumber | uri %]">[% account.item.biblio.title | html %]</a>[% END %]</td>
  77       <td>[% IF ( account.itemnumber ) %]<a href="/cgi-bin/koha/catalogue/moredetail.pl?itemnumber=[% account.itemnumber | uri %]&amp;biblionumber=[% account.item.biblionumber | uri %]#item[% account.itemnumber | uri %]">[% account.item.barcode | html %]</a>[% END %]</td>
  78       <td>[% IF ( account.issue_id ) %][% account.checkout.date_due | $KohaDates as_due_date => 1 %][% END %]</td>
  79       <td>[% IF ( account.issue_id ) %][% account.checkout.returndate | $KohaDates with_hours => 1 %][% END %]</td>
  80       <td>[% IF ( account.issue_id ) %][% account.checkout.issuedate | $KohaDates %][% END %]</td>
  81       <td class="checked_out_from">
  82           [% IF account.issue_id && account.checkout.library %]
  83               [% account.checkout.library.branchname | html %]
  84           [% END %]
  85       </td>
  86       <td>[% IF account.itemnumber %][% Branches.GetName( account.item.homebranch ) | html %][% END %]</td>
  87       <td>[% account.note | html_line_break %]</td>
  88       [% IF account.amount <= 0 %]<td class="credit" style="text-align: right;">[% ELSE %]<td class="debit" style="text-align: right;">[% END %][% account.amount | $Price %]</td>
  89       [% IF account.amountoutstanding <= 0 %]<td class="credit" style="text-align: right;">[% ELSE %]<td class="debit" style="text-align: right;">[% END %][% account.amountoutstanding | $Price %]</td>
  90       <td class="actions">
  91         [% IF ( account.is_credit ) %]
  92           <a target="_blank" href="printfeercpt.pl?action=print&amp;accountlines_id=[% account.accountlines_id | uri %]&amp;borrowernumber=[% account.borrowernumber | uri %]" class="btn btn-default btn-xs"><i class="fa fa-print"></i> Print</a>
  93         [% ELSE %]
  94           <a target="_blank" href="printinvoice.pl?action=print&amp;accountlines_id=[% account.accountlines_id | uri %]&amp;borrowernumber=[% account.borrowernumber | uri %]" class="btn btn-default btn-xs"><i class="fa fa-print"></i> Print</a>
  95         [% END %]
  96         <a href="accountline-details.pl?accountlines_id=[% account.accountlines_id | uri %]" class="btn btn-default btn-xs"><i class="fa fa-list"></i> Details</a>
  97         [% IF account.is_debit && account.amountoutstanding > 0 %]
  98             <a class="btn btn-default btn-xs" href="/cgi-bin/koha/members/paycollect.pl?borrowernumber=[% account.borrowernumber | html %]&pay_individual=1&debit_type_code=[% account.debit_type_code | html %]&amount=[% account.amount | html %]&amountoutstanding=[% account.amountoutstanding | html %]&description=[% account.description | html %]&itemnumber=[% account.itemnumber | html %]&accountlines_id=[% account.accountlines_id | html %]">Pay</a>
  99         [% END %]
 100         [% IF account.is_credit && account.status != 'VOID' %]
 101           <a href="boraccount.pl?action=void&amp;accountlines_id=[% account.accountlines_id | uri %]&amp;borrowernumber=[% account.borrowernumber | uri %]" class="btn btn-default btn-xs void"><i class="fa fa-ban"></i> Void payment</a>
 102         [% END %]
 103         [% IF account.is_debit && account.amount == account.amountoutstanding && account.status != 'CANCELLED' %]
 104           <form method="post" action="/cgi-bin/koha/members/cancel-charge.pl">
 105             <input type="hidden" name="csrf_token" value="[% csrf_token | html %]">
 106             <input type="hidden" name="borrowernumber" value="[% patron.borrowernumber | html %]">
 107             <input type="hidden" name="accountlines_id" value="[% account.accountlines_id | html %]">
 108             <button type="submit" class="btn btn-default btn-xs">
 109                 <i class="fa fa-ban"></i>
 110                 Cancel charge
 111             </button>
 112           </form>
 113         [% END %]
 114         [% IF CAN_user_updatecharges_payout && account.is_credit && ( account.amountoutstanding < 0 ) %]
 115           <button type="button" data-toggle="modal" data-target="#issuePayoutModal" data-account="[%- PROCESS account_type_description account=account -%]" data-accountline="[% account.accountlines_id | html %]" data-amount="[% account.amountoutstanding | $Price %]" class="btn btn-default btn-xs"><i class="fa fa-money"></i> Issue payout</button>
 116         [% END %]
 117         [% IF CAN_user_updatecharges_refund && account.is_debit && ( account.amountoutstanding != account.amount ) && !(account.status == 'REFUNDED') && !(account.debit_type_code == 'PAYOUT') %]
 118           <button type="button" data-toggle="modal" data-target="#issueRefundModal" data-item="[%- PROCESS account_type_description account=account -%]" data-accountline="[% account.accountlines_id | html %]" data-amount="[% account.amount | $Price %]" data-amountoutstanding="[% account.amountoutstanding | $Price %]" class="btn btn-default btn-xs"><i class="fa fa-money"></i> Issue refund</button>
 119         [% END %]
 120         [% IF CAN_user_updatecharges_discount && account.is_debit && ( account.amountoutstanding == account.amount ) && !(account.debit_type_code == 'PAYOUT') %]
 121           <button type="button" data-toggle="modal" data-target="#applyDiscountModal" data-item="[%- PROCESS account_type_description account=account -%]" data-accountline="[% account.accountlines_id | html %]" data-amount="[% account.amount | $Price %]" data-amountoutstanding="[% account.amountoutstanding | $Price %]" class="btn btn-default btn-xs">Apply discount</button>
 122         [% END %]
 123       </td>
 124     </tr>
 125
 126   [% END %]
 127 <tfoot>
 128   <tr>
 129     <td colspan="12">Total due</td>
 130     [% IF ( totalcredit ) %]
 131         <td class="credit" style="text-align: right;">[% total | $Price %]</td>
 132     [% ELSE %]
 133        <td class="debit"style="text-align: right;">[% total | $Price %]</td>
 134     [% END %]
 135     <td></td>
 136   </tr>
 137   </tfoot>
 138 </table>
 139 </div>
 140 </div>
 141
 142             </main>
 143         </div> <!-- /.col-sm-10.col-sm-push-2 -->
 144
 145         <div class="col-sm-2 col-sm-pull-10">
 146             <aside>
 147                 [% INCLUDE 'circ-menu.inc' %]
 148             </aside>
 149         </div> <!-- /.col-sm-2.col-sm-pull-10 -->
 150      </div> <!-- /.row -->
 151
 152     <!-- Issue payout modal -->
 153     <div class="modal" id="issuePayoutModal" tabindex="-1" role="dialog" aria-labelledby="issuePayoutLabel">
 154         <form  id="payout_form" action="/cgi-bin/koha/members/boraccount.pl" method="get" enctype="multipart/form-data" class="validated">
 155             <input type="hidden" name="accountlines_id" value="" id="payoutline">
 156             <input type="hidden" name="action" value="payout">
 157             <input type="hidden" name="borrowernumber" value="[% account.borrowernumber | html %]">
 158             <div class="modal-dialog" role="document">
 159                 <div class="modal-content">
 160                     <div class="modal-header">
 161                         <button type="button" class="closebtn" data-dismiss="modal" aria-label="Close"><span aria-hidden="true">&times;</span></button>
 162                         <h4 class="modal-title" id="issuePayoutLabel">Issue payout</h4>
 163                     </div>
 164                     <div class="modal-body">
 165                         [% IF Koha.Preference('UseCashRegisters') && ( registers.size == 0 ) %]
 166                         <div id="payout_error" class="dialog alert">
 167                             You must have at least one cash register associated with this branch before you can record cash payouts.
 168                         </div>
 169                         [% END %]
 170                         <fieldset class="rows">
 171                             <ol>
 172                                 <li>
 173                                     <span id="paid" class="label">Outstanding credit: </span><span>[% payout.amount | $Price %]</span>
 174                                 </li>
 175                                 <li>
 176                                     <label class="required" for="amount">Returned to patron: </label>
 177                                     <input type="number" step="0.01" id="amount" name="amount" min="0.00" required="required">
 178                                     <span class="required">Required</span>
 179                                 </li>
 180                                 [% SET payment_types = AuthorisedValues.GetAuthValueDropbox('PAYMENT_TYPE') %]
 181                                 [% SET excluded = ['SIP00', 'SIP01', 'SIP02'] %]
 182                                 [% IF payment_types > 3 %]
 183                                 <li>
 184                                     <label for="transaction_type">Transaction type: </label>
 185                                     <select name="transaction_type" id="payout_transaction_type">
 186                                         [% FOREACH pt IN payment_types %]
 187                                             [% UNLESS excluded.grep("^$pt.authorised_value\$").size %]
 188                                             <option value="[% pt.authorised_value | html %]">[% pt.lib | html %]</option>
 189                                             [% END %]
 190                                         [% END %]
 191                                     </select>
 192                                 </li>
 193                                 [% END %]
 194
 195                                 [% IF Koha.Preference('UseCashRegisters') %]
 196                                 <li>
 197                                     <label for="registerid">Cash register: </label>
 198                                     <select name="registerid" id="payout_registerid">
 199                                         <option id="noregister" disabled selected="selected" value="">-- Select an option--</option>
 200                                         [% PROCESS options_for_registers %]
 201                                     </select>
 202                                 </li>
 203                                 [% END %]
 204
 205                             </ol>
 206                         </fieldset> <!-- /.rows -->
 207                     </div> <!-- /.modal-body -->
 208                     <div class="modal-footer">
 209                         <input type="hidden" name="op" value="payout">
 210                         <button type="submit" class="btn btn-default" id="borr_payout_confirm">Confirm</button>
 211                         <button type="button" class="btn btn-default" data-dismiss="modal">Cancel</button>
 212                     </div> <!-- /.modal-footer -->
 213                 </div> <!-- /.modal-content -->
 214             </div> <!-- /.modal-dialog -->
 215         </form> <!-- /#payout_form -->
 216     </div> <!-- /#issuePayoutModal -->
 217
 218     <!-- Issue refund modal -->
 219     <div class="modal" id="issueRefundModal" tabindex="-1" role="dialog" aria-labelledby="issueRefundLabel">
 220         <form  id="refund_form" action="/cgi-bin/koha/members/boraccount.pl" method="get" enctype="multipart/form-data" class="validated">
 221             <input type="hidden" name="accountlines_id" value="" id="refundline">
 222             <input type="hidden" name="action" value="refund">
 223             <input type="hidden" name="borrowernumber" value="[% account.borrowernumber | html %]">
 224             <div class="modal-dialog" role="document">
 225                 <div class="modal-content">
 226                     <div class="modal-header">
 227                         <button type="button" class="closebtn" data-dismiss="modal" aria-label="Close"><span aria-hidden="true">&times;</span></button>
 228                         <h4 class="modal-title" id="issueRefundLabel">Issue refund</h4>
 229                     </div>
 230                     <div class="modal-body">
 231                         [% IF Koha.Preference('UseCashRegisters') && ( registers.size == 0 ) %]
 232                         <div id="refund_error" class="dialog alert">
 233                             You must have at least one cash register associated with this branch before you can record cash refunds.
 234                         </div>
 235                         [% END %]
 236                         <fieldset class="rows">
 237                             <ol>
 238                                 <li>
 239                                     <span id="item" class="label">Account: </span><span></span>
 240                                 </li>
 241                                 <li>
 242                                     <span id="paid" class="label">Amount paid: </span><span></span>
 243                                 </li>
 244                                 <li>
 245                                     <label class="required" for="amount">Returned to patron: </label>
 246                                     <input type="number" step="0.01" id="returned" name="amount" min="0.00" required="required">
 247                                     <span class="required">Required</span>
 248                                 </li>
 249                                 [% SET payment_types = AuthorisedValues.GetAuthValueDropbox('PAYMENT_TYPE') %]
 250                                 <li>
 251                                     <label for="transaction_type">Transaction type: </label>
 252                                     <select name="transaction_type" id="refund_transaction_type">
 253                                         <option value="AC">Account credit</option>
 254                                         [% IF payment_types %]
 255                                         [% FOREACH pt IN payment_types %]
 256                                         <option value="[% pt.authorised_value | html %]">[% pt.lib | html %]</option>
 257                                         [% END %]
 258                                         [% END %]
 259                                     </select>
 260                                 </li>
 261
 262                                 [% IF Koha.Preference('UseCashRegisters') %]
 263                                 <li>
 264                                     <label for="registerid">Cash register: </label>
 265                                     <select name="registerid" id="refund_registerid">
 266                                         <option id="noregister" disabled selected="selected" value="">-- Select an option--</option>
 267                                         [% PROCESS options_for_registers %]
 268                                     </select>
 269                                 </li>
 270                                 [% END %]
 271
 272                             </ol>
 273                         </fieldset> <!-- /.rows -->
 274                     </div> <!-- /.modal-body -->
 275                     <div class="modal-footer">
 276                         <input type="hidden" name="op" value="refund">
 277                         <button type="submit" class="btn btn-default" id="borr_refund_confirm">Confirm</button>
 278                         <button type="button" class="btn btn-default" data-dismiss="modal">Cancel</button>
 279                     </div> <!-- /.modal-footer -->
 280                 </div> <!-- /.modal-content -->
 281             </div> <!-- /.modal-dialog -->
 282         </form> <!-- /#refund_form -->
 283     </div> <!-- /#issueRefundModal -->
 284
 285     <!-- Apply discount modal -->
 286     <div class="modal" id="applyDiscountModal" tabindex="-1" role="dialog" aria-labelledby="applyDiscountLabel">
 287         <form  id="discount_form" action="/cgi-bin/koha/members/boraccount.pl" method="get" enctype="multipart/form-data" class="validated">
 288             <input type="hidden" name="accountlines_id" value="" id="discountline">
 289             <input type="hidden" name="action" value="discount">
 290             <input type="hidden" name="borrowernumber" value="[% account.borrowernumber | html %]">
 291             <div class="modal-dialog" role="document">
 292                 <div class="modal-content">
 293                     <div class="modal-header">
 294                         <button type="button" class="closebtn" data-dismiss="modal" aria-label="Close"><span aria-hidden="true">&times;</span></button>
 295                         <h4 class="modal-title" id="applyDiscountLabel">Apply discount</h4>
 296                     </div>
 297                     <div class="modal-body">
 298                         <fieldset class="rows">
 299                             <ol>
 300                                 <li>
 301                                     <span id="item" class="label">Account type: </span><span></span>
 302                                 </li>
 303                                 <li>
 304                                     <span id="charged" class="label">Amount charged: </span><span></span>
 305                                 </li>
 306                                 <li>
 307                                     <label class="required" for="amount">Discount to apply: </label>
 308                                     <input type="number" step="0.01" id="discount" name="amount" min="0.00" required="required">
 309                                     <span class="required">Required</span>
 310                                 </li>
 311                             </ol>
 312                         </fieldset> <!-- /.rows -->
 313                     </div> <!-- /.modal-body -->
 314                     <div class="modal-footer">
 315                         <input type="hidden" name="op" value="discount">
 316                         <button type="submit" class="btn btn-default">Confirm</button>
 317                         <button type="button" class="btn btn-default" data-dismiss="modal">Cancel</button>
 318                     </div> <!-- /.modal-footer -->
 319                 </div> <!-- /.modal-content -->
 320             </div> <!-- /.modal-dialog -->
 321         </form> <!-- /#discount_form -->
 322     </div> <!-- /#applyDiscountModal -->
 323
 324 [% MACRO jsinclude BLOCK %]
 325     [% INCLUDE 'datatables.inc' %]
 326     [% INCLUDE 'columns_settings.inc' %]
 327     [% INCLUDE 'str/members-menu.inc' %]
 328     [% Asset.js("js/members-menu.js") | $raw %]
 329     <script>
 330         $(document).ready(function() {
 331             [% IF payment_id && Koha.Preference('FinePaymentAutoPopup') %]
 332                 window.open('/cgi-bin/koha/members/printfeercpt.pl?action=print&change_given=[% change_given | html %]&accountlines_id=[% payment_id | html %]&borrowernumber=[% patron.borrowernumber | html %]', '_blank');
 333             [% END %]
 334
 335             var txtActivefilter = _("Filter paid transactions");
 336             var txtInactivefilter = _("Show all transactions");
 337             var columns_settings = [% TablesSettings.GetColumns('members', 'fines', 'account-fines', 'json') | $raw %];
 338             var table_account_fines = KohaTable("table_account_fines", {
 339                 "sPaginationType": "full",
 340                 'aaSorting': [[0, 'desc']],
 341                 "sDom": 'C<"top pager"ilpfB><"#filter_c">tr<"bottom pager"ip>',
 342             }, columns_settings);
 343             $("#filter_c").html('<p><a href="#" id="filter_transacs"><i class="fa fa-filter"></i> '+txtActivefilter+'</a>');
 344             $('#filter_transacs').click(function(e) {
 345                 e.preventDefault();
 346                 if ($(this).hasClass('filtered')) {
 347                     var filteredValue = '';
 348                     $(this).html('<i class="fa fa-filter"></i> '+txtActivefilter);
 349                 } else { //Not filtered. Let's do it!
 350                     var filteredValue = '^((?!0.00).*)$'; //Filter not matching 0.00 http://stackoverflow.com/a/406408
 351                     $(this).html('<i class="fa fa-filter"></i> '+txtInactivefilter);
 352                 }
 353                 table_account_fines.fnFilter(filteredValue, 10, true, false);
 354                 $(this).toggleClass('filtered');
 355             });
 356
 357             $(".void").on("click",function(e){
 358                 if( confirm( _("Are you sure you want to void this credit?") ) ) {
 359                     return true;
 360                 } else {
 361                     e.preventDefault();
 362                 }
 363             });
 364
 365             $("#issuePayoutModal").on("shown.bs.modal", function(e){
 366                 var button = $(e.relatedTarget);
 367                 var accountline = button.data('accountline');
 368                 $('#payoutline').val(accountline);
 369                 var amount = button.data('amount') * -1;
 370                 $("#paid + span").replaceWith(amount);
 371                 $("#amount").attr({ "value": amount, "max": amount });
 372                 $("#amount, #payout_transaction_type").focus();
 373             });
 374
 375             $("#issueRefundModal").on("shown.bs.modal", function(e){
 376                 var button = $(e.relatedTarget);
 377                 var item = button.data('item');
 378                 $("#item + span").replaceWith(item);
 379                 var accountline = button.data('accountline');
 380                 $('#refundline').val(accountline);
 381                 var amount = button.data('amount');
 382                 var amountoutstanding = button.data('amountoutstanding');
 383                 var paid = amount - amountoutstanding;
 384                 $("#paid + span").replaceWith(paid);
 385                 $("#returned").attr({ "value": paid, "max": paid });
 386                 $("#returned, #refund_transaction_type").focus();
 387             });
 388
 389             $("#applyDiscountModal").on("shown.bs.modal", function(e){
 390                 var button = $(e.relatedTarget);
 391                 var item = button.data('item');
 392                 $("#item + span").replaceWith(item);
 393                 var accountline = button.data('accountline');
 394                 $('#discountline').val(accountline);
 395                 var amount = button.data('amount');
 396                 $("#charged + span").replaceWith(amount);
 397                 $("#discount").attr({ "max": amount });
 398                 $("#discount").focus();
 399             });
 400         });
 401     </script>
 402 [% END %]
 403
 404 [% INCLUDE 'intranet-bottom.inc' %]