public function action_paymentupdate()
{
$payment_id = $this->request->post('payment_id');
$sales = array();
foreach ($this->request->post() as $key => $value) {
if ($value == "sale-key") {
$sales[] = (object) array('sale_id' => $key, 'amount' => $this->request->post('sale-amount-' . $key), 'writeoff_balance' => $this->request->post('sale-balance-writeoff-' . $key) ? TRUE : FALSE, 'writeoff_amount' => $this->request->post('sale-balance-writeoff-' . $key));
}
}
// This is the payment we end up creating.
$payment = FALSE;
if ($this->request->post('replace_transaction_id') and $this->request->post('replace_transaction_id') != "new") {
$customer_payment_replace_data = (object) array('transaction_id' => $this->request->post('replace_transaction_id'), 'date' => $this->request->post('date') ? $this->request->post('date') : date("Y-m-d"), 'amount' => $this->request->post('amount'), 'adjustment_amount' => $this->request->post('adjustment_amount'), 'deposit_account_id' => $this->request->post('deposit_account_id'), 'writeoff_account_id' => $this->request->post('writeoff_account_id'), 'adjustment_account_id' => $this->request->post('adjustment_account_id'), 'sales' => $sales);
// REPLACE
$customer_payment_replace_data->validate_only = FALSE;
$customer_payment_replace = new Beans_Customer_Payment_Replace($this->_beans_data_auth($customer_payment_replace_data));
$customer_payment_replace_result = $customer_payment_replace->execute();
if (!$customer_payment_replace_result->success) {
return $this->_return_error($this->_beans_result_get_error($customer_payment_replace_result));
}
$payment = $customer_payment_replace_result->data->payment;
} else {
// Check for duplicates
if ($this->request->post('replace_transaction_id') != "new") {
if (!$this->request->post('deposit_account_id')) {
return $this->_return_error("Please select a deposit account.");
}
$account_lookup = new Beans_Account_Lookup($this->_beans_data_auth((object) array('id' => $this->request->post('deposit_account_id'))));
$account_lookup_result = $account_lookup->execute();
if (!$account_lookup_result->success) {
return $this->_return_error("An unexpected error has occurred.<br>" . $this->_beans_result_get_error($account_lookup_result));
}
// Check for duplicate transactions.
$account_transaction_match = new Beans_Account_Transaction_Match($this->_beans_data_auth((object) array('date_range_days' => 7, 'ignore_payments' => TRUE, 'account_transactions' => array((object) array('account_id' => $this->request->post('deposit_account_id'), 'hash' => 'checkpayment', 'amount' => $this->request->post('amount') * $account_lookup_result->data->account->type->table_sign, 'date' => $this->request->post('date') ? $this->request->post('date') : date("Y-m-d"))))));
$account_transaction_match_result = $account_transaction_match->execute();
if (!$account_transaction_match_result->success) {
return $this->_return_error("An error occurred when checking for duplicate transactions:<br>" . $this->_beans_result_get_error($account_transaction_match_result));
}
// There should only be one result to this - and it should match, etc.
if ($account_transaction_match_result->data->account_transactions[0]->duplicate and $account_transaction_match_result->data->account_transactions[0]->transaction->id != $payment_id) {
// Duplicate transaction detected.
$this->_return_object->data->duplicate_transaction = $account_transaction_match_result->data->account_transactions[0]->transaction;
$error_message = "It looks like that might be a duplicate transaction that is already recorded in the system.<br><br>";
$error_message .= "Is this transaction the same as the payment you are trying to record?<br><br>";
$error_message .= "Transaction ID: " . $account_transaction_match_result->data->account_transactions[0]->transaction->id . "<br>";
$error_message .= "Description: " . $account_transaction_match_result->data->account_transactions[0]->transaction->description . "<br>";
$error_message .= "Date: " . $account_transaction_match_result->data->account_transactions[0]->transaction->date . "<br>";
$error_message .= "Amount: \$" . number_format($account_transaction_match_result->data->account_transactions[0]->transaction->amount, 2, '.', ',') . "<br>";
$error_message .= "<br>You can either add your payment info to this transaction if this is the same, or create a brand new transaction record in the journal.";
return $this->_return_error($error_message);
}
}
$customer_payment_update = new Beans_Customer_Payment_Update($this->_beans_data_auth((object) array('id' => $payment_id, 'date' => $this->request->post('date') ? $this->request->post('date') : date("Y-m-d"), 'amount' => $this->request->post('amount'), 'adjustment_amount' => $this->request->post('adjustment_amount'), 'deposit_account_id' => $this->request->post('deposit_account_id'), 'writeoff_account_id' => $this->request->post('writeoff_account_id'), 'adjustment_account_id' => $this->request->post('adjustment_account_id'), 'sales' => $sales)));
$customer_payment_update_result = $customer_payment_update->execute();
if (!$customer_payment_update_result->success) {
return $this->_return_error($this->_beans_result_get_error($customer_payment_update_result));
}
$payment = $customer_payment_update_result->data->payment;
}
$html = new View_Partials_Customers_Payments_Payment();
$html->payment = $payment;
$payment->html = $html->render();
$this->_return_object->data->payment = $payment;
}
public function action_taxpaymentupdate()
{
$tax_id = $this->request->post('tax_id');
$payment_account_id = $this->request->post('payment_account_id');
$writeoff_account_id = $this->request->post('writeoff_account_id');
$date = $this->request->post('date') ? $this->request->post('date') : date("Y-m-d");
$date_start = $this->request->post('date_start');
$date_end = $this->request->post('date_end');
$amount = $this->request->post('amount');
$writeoff_amount = $this->request->post('writeoff_amount');
$check_number = $this->request->post('check_number');
$payment_id = $this->request->post('payment_id');
// This is the payment we end up creating.
$payment = FALSE;
if ($this->request->post('replace_transaction_id') and $this->request->post('replace_transaction_id') != "new") {
$tax_payment_replace_data = (object) array('transaction_id' => $this->request->post('replace_transaction_id'), 'tax_id' => $tax_id, 'date' => $date, 'check_number' => $check_number, 'date_start' => $date_start, 'date_end' => $date_end, 'amount' => $amount, 'payment_account_id' => $payment_account_id, 'writeoff_account_id' => $writeoff_account_id, 'writeoff_amount' => $writeoff_amount);
$tax_payment_replace_data->validate_only = TRUE;
$tax_payment_validate = new Beans_Tax_Payment_Replace($this->_beans_data_auth($tax_payment_replace_data));
$tax_payment_validate_result = $tax_payment_validate->execute();
if (!$tax_payment_validate_result->success) {
return $this->_return_error($this->_beans_result_get_error($tax_payment_validate_result));
}
// DELETE
$tax_payment_cancel = new Beans_Tax_Payment_Delete($this->_beans_data_auth((object) array('id' => $payment_id)));
$tax_payment_cancel_result = $tax_payment_cancel->execute();
if (!$tax_payment_cancel_result->success) {
return $this->_return_error($this->_beans_result_get_error($tax_payment_cancel_result));
}
// REPLACE
$tax_payment_replace_data->validate_only = FALSE;
$tax_payment_replace = new Beans_Tax_Payment_Replace($this->_beans_data_auth($tax_payment_replace_data));
$tax_payment_replace_result = $tax_payment_replace->execute();
if (!$tax_payment_replace_result->success) {
return $this->_return_error($this->_beans_result_get_error($tax_payment_replace_result));
}
$payment = $tax_payment_replace_result->data->payment;
} else {
// Check for duplicates
if ($this->request->post('replace_transaction_id') != "new") {
if (!$payment_account_id) {
return $this->_return_error("Please select a payment account.");
}
$account_lookup = new Beans_Account_Lookup($this->_beans_data_auth((object) array('id' => $payment_account_id)));
$account_lookup_result = $account_lookup->execute();
if (!$account_lookup_result->success) {
return $this->_return_error("An unexpected error has occurred.<br>" . $this->_beans_result_get_error($account_lookup_result));
}
// Check for duplicate transactions.
$account_transaction_match = new Beans_Account_Transaction_Match($this->_beans_data_auth((object) array('date_range_days' => 7, 'ignore_payments' => TRUE, 'account_transactions' => array((object) array('account_id' => $payment_account_id, 'hash' => 'taxpayment', 'amount' => $amount * $account_lookup_result->data->account->type->table_sign, 'date' => $date)))));
$account_transaction_match_result = $account_transaction_match->execute();
if (!$account_transaction_match_result->success) {
return $this->_return_error("An error occurred when checking for duplicate transactions:<br>" . $this->_beans_result_get_error($account_transaction_match_result));
}
// There should only be one result to this - and it should match, etc.
if ($account_transaction_match_result->data->account_transactions[0]->duplicate) {
// Duplicate transaction detected.
$this->_return_object->data->duplicate_transaction = $account_transaction_match_result->data->account_transactions[0]->transaction;
$error_message = "It looks like that might be a duplicate transaction that is already recorded in the system.<br><br>";
$error_message .= "Is this transaction the same as the payment you are trying to record?<br><br>";
$error_message .= "Transaction ID: " . $account_transaction_match_result->data->account_transactions[0]->transaction->id . "<br>";
$error_message .= "Description: " . $account_transaction_match_result->data->account_transactions[0]->transaction->description . "<br>";
$error_message .= "Date: " . $account_transaction_match_result->data->account_transactions[0]->transaction->date . "<br>";
$error_message .= "Amount: \$" . number_format($account_transaction_match_result->data->account_transactions[0]->transaction->amount, 2, '.', ',') . "<br>";
$error_message .= "<br>You can either add your payment info to this transaction if this is the same, or create a brand new transaction record in the journal.";
return $this->_return_error($error_message);
}
}
$tax_payment_update = new Beans_Tax_Payment_Update($this->_beans_data_auth((object) array('id' => $payment_id, 'tax_id' => $tax_id, 'date' => $date, 'date_start' => $date_start, 'date_end' => $date_end, 'amount' => $amount, 'check_number' => $check_number, 'payment_account_id' => $payment_account_id, 'writeoff_account_id' => $writeoff_account_id, 'writeoff_amount' => $writeoff_amount)));
$tax_payment_update_result = $tax_payment_update->execute();
if (!$tax_payment_update_result->success) {
return $this->_return_error($this->_beans_result_get_error($tax_payment_update_result));
}
$payment = $tax_payment_update_result->data->payment;
}
$this->_print_check_queue_taxpayment_remove($payment_id);
if ($this->request->post("print_check") and $this->request->post("print_check") == "1") {
$this->_print_check_queue_taxpayment_add($payment->id);
}
$html = new View_Partials_Taxes_Payments_Payment();
$html->payment = $payment;
$payment->html = $html->render();
$this->_return_object->data->payment = $payment;
}
public function action_import()
{
$account_id = $this->request->param('id');
$account_lookup = new Beans_Account_Lookup($this->_beans_data_auth((object) array('id' => $account_id)));
$account_lookup_result = $account_lookup->execute();
if ($this->_beans_result_check($account_lookup_result)) {
$this->_view->account_lookup_result = $account_lookup_result;
$this->_action_tab_name = $account_lookup_result->data->account->name;
$this->_view->force_current_uri = '/accounts/view/' . $account_id;
$account_transactions = array();
if (isset($_FILES['transactionsfile']) and $_FILES['transactionsfile']['error'] == UPLOAD_ERR_OK) {
$extension = strtolower(substr($_FILES['transactionsfile']['name'], 1 + strrpos($_FILES['transactionsfile']['name'], '.')));
if ($extension == "csv") {
$this->_view->transactionsfilestring = file_get_contents($_FILES['transactionsfile']['tmp_name']);
return;
} else {
if ($extension == "qbo" or $extension == "qfx" or $extension == "ofx") {
try {
$account_table_sign = $account_lookup_result->data->account->type->table_sign;
$ofx = new SimpleXMLElement("<?xml version='1.0' encoding='UTF-8' standalone='yes'?>\n" . $this->_fix_ofx(file_get_contents($_FILES['transactionsfile']['tmp_name'])));
$i = 0;
foreach ($ofx->BANKMSGSRSV1->STMTTRNRS->STMTRS->BANKTRANLIST->STMTTRN as $transaction) {
$account_transactions[] = (object) array('account_id' => $account_id, 'hash' => $i++, 'amount' => $this->_get_numeric_value($transaction->TRNAMT) * $account_table_sign, 'description' => $transaction->NAME, 'date' => substr($transaction->DTPOSTED, 0, 4) . '-' . substr($transaction->DTPOSTED, 4, 2) . '-' . substr($transaction->DTPOSTED, 6, 2), 'number' => isset($transaction->CHECKNUM) ? $transaction->CHECKNUM : $transaction->TRNTYPE);
}
$account_transactions_match = new Beans_Account_Transaction_Match($this->_beans_data_auth((object) array('date_range_days' => 3, 'account_transactions' => $account_transactions)));
$account_transactions_match_result = $account_transactions_match->execute();
if ($this->_beans_result_check($account_transactions_match_result)) {
$this->_view->account_transactions = $account_transactions_match_result->data->account_transactions;
}
$this->_view->account_table_sign = $account_table_sign;
return;
} catch (Exception $e) {
return $this->_view->send_error_message("An error occurred when trying to read that file. " . $e->getMessage());
}
} else {
// Error - Unsupported format.
return $this->_view->send_error_message("Error - that file type is not supported. Please upload a QBO, QFX, or CSV.");
}
}
}
if ($this->request->post('transactionsfilestring')) {
$date_index = $this->request->post('date_index');
$description_index = $this->request->post('description_index');
$number_index = $this->request->post('number_index');
$amount_index = $this->request->post('amount_index');
$account_table_sign = $this->request->post('account_table_sign');
if ($date_index === NULL or $description_index === NULL or $number_index === NULL or $amount_index === NULL or $account_table_sign === NULL) {
return $this->_view->send_error_message("Error - missing required values.");
} else {
// Create a bunch of transactions - search for matches - etc.
$transactionsfilelines = explode("\n", $this->request->post('transactionsfilestring'));
foreach ($transactionsfilelines as $i => $transactionfileline) {
if (strlen($transactionfileline) > 5) {
$line = explode(",", $transactionfileline);
if (substr($line[$description_index], 0, 1) == '"' and substr($line[$description_index], -1) == '"') {
$line = str_getcsv($transactionfileline, ',', '"');
}
$account_transactions[] = (object) array('account_id' => $account_id, 'hash' => $i, 'amount' => $line[$amount_index] * $account_table_sign, 'description' => $line[$description_index], 'date' => date("Y-m-d", strtotime($line[$date_index])), 'number' => $line[$number_index]);
}
}
$account_transactions_match = new Beans_Account_Transaction_Match($this->_beans_data_auth((object) array('date_range_days' => 3, 'account_transactions' => $account_transactions)));
$account_transactions_match_result = $account_transactions_match->execute();
if ($this->_beans_result_check($account_transactions_match_result)) {
$this->_view->account_transactions = $account_transactions_match_result->data->account_transactions;
}
$this->_view->account_table_sign = $account_table_sign;
}
}
$this->_action_tab_name = $account_lookup_result->data->account->name;
$this->_action_tab_uri = '/accounts/view/' . $account_lookup_result->data->account->id;
}
}
