library/invoice_summary.inc.php

   1 <?php
   2 // Copyright (C) 2005 Rod Roark <rod@sunsetsystems.com>
   3 //
   4 // This program is free software; you can redistribute it and/or
   5 // modify it under the terms of the GNU General Public License
   6 // as published by the Free Software Foundation; either version 2
   7 // of the License, or (at your option) any later version.
   8
   9 // This returns an associative array keyed on procedure code, representing
  10 // all charge items for one invoice.  This array's values are themselves
  11 // associative arrays having the following keys:
  12 //
  13 //  chg - the sum of line items, including adjustments, for the code
  14 //  bal - the unpaid balance
  15 //  adj - the (positive) sum of inverted adjustments
  16 //  ins - the id of the insurance company that was billed
  17 //  dtl - associative array of details, if requested
  18 //
  19 // Where details are requested, each dtl array is keyed on a string
  20 // beginning with a date in yyyy-mm-dd format, or blanks in the case
  21 // of the original charge items.  The value array is:
  22 //
  23 //  pmt - payment amount as a positive number, only for payments
  24 //  src - check number or other source, only for payments
  25 //  chg - invoice line item amount amount, only for charges or
  26 //        adjustments (adjustments may be zero)
  27 //  rsn - adjustment reason, only for adjustments
  28
  29 function get_invoice_summary($trans_id, $with_detail = false) {
  30   global $sl_err, $sl_cash_acc;
  31
  32   $codes = array();
  33
  34   $chart_id_cash = SLQueryValue("select id from chart where accno = '$sl_cash_acc'");
  35   if ($sl_err) die($sl_err);
  36   if (! $chart_id_cash) die("There is no COA entry for cash account '$sl_cash_acc'");
  37
  38   // Request all cash entries belonging to the invoice.
  39   $atres = SLQuery("select * from acc_trans where trans_id = $trans_id and chart_id = $chart_id_cash");
  40   if ($sl_err) die($sl_err);
  41
  42   // Deduct payments for each procedure code from the respective balance owed.
  43   $keysuffix = 5000;
  44   for ($irow = 0; $irow < SLRowCount($atres); ++$irow) {
  45     $row = SLGetRow($atres, $irow);
  46     $code = strtoupper($row['memo']);
  47     $ins_id = $row['project_id'];
  48     if (! $code) $code = "Unknown";
  49     $amount = $row['amount'];
  50     $codes[$code]['bal'] += $amount; // amount is negative for a payment
  51     if ($ins_id)
  52       $codes[$code]['ins'] = $ins_id;
  53
  54     // Add the details if they want 'em.
  55     if ($with_detail) {
  56       if (! $codes[$code]['dtl']) $codes[$code]['dtl'] = array();
  57       $tmpkey = $row['transdate'] . $keysuffix++;
  58       $tmp = array();
  59       $tmp['pmt'] = 0 - $amount;
  60       $tmp['src'] = $row['source'];
  61       $codes[$code]['dtl'][$tmpkey] = $tmp;
  62     }
  63   }
  64
  65   // Request all line items with money or adjustment reasons belonging
  66   // to the invoice.
  67   $inres = SLQuery("SELECT * FROM invoice WHERE trans_id = $trans_id AND " .
  68     "( sellprice != 0 OR description LIKE 'Adjustment%' )");
  69   if ($sl_err) die($sl_err);
  70
  71   // Add charges and adjustments for each procedure code into its total and balance.
  72   $keysuffix = 1000;
  73   for ($irow = 0; $irow < SLRowCount($inres); ++$irow) {
  74     $row = SLGetRow($inres, $irow);
  75     $amount = $row['sellprice'];
  76     $ins_id = $row['project_id'];
  77
  78     $code = "Unknown";
  79     if (preg_match("/([A-Za-z0-9]\d\d\S*)/", $row['serialnumber'], $matches)) {
  80       $code = strtoupper($matches[1]);
  81     }
  82     else if (preg_match("/([A-Za-z0-9]\d\d\S*)/", $row['description'], $matches)) {
  83       $code = strtoupper($matches[1]);
  84     }
  85
  86     $codes[$code]['chg'] += $amount;
  87     $codes[$code]['bal'] += $amount;
  88     if ($amount < 0) $codes[$code]['adj'] -= $amount;
  89
  90     if ($ins_id)
  91       $codes[$code]['ins'] = $ins_id;
  92
  93     // Add the details if they want 'em.
  94     if ($with_detail) {
  95       if (! $codes[$code]['dtl']) $codes[$code]['dtl'] = array();
  96       if (preg_match("/^Adjustment\s*(\S*)\s*(.*)/", $row['description'], $matches)) {
  97         $tmpkey = str_pad($matches[1], 10) . $keysuffix++;
  98         $tmp = array();
  99         $tmp['chg'] = $amount;
 100         $tmp['rsn'] = $matches[2];
 101         $codes[$code]['dtl'][$tmpkey] = $tmp;
 102       }
 103       else {
 104         $tmpkey = "          " . $keysuffix++;
 105         $tmp = array();
 106         $tmp['chg'] = $amount;
 107         $codes[$code]['dtl'][$tmpkey] = $tmp;
 108       }
 109     }
 110   }
 111
 112   return $codes;
 113 }
 114 ?>