Attachment 111629 Details for Bug 26172 – Bug 26172: Add cashup summary view modal

[patch] Bug 26172: Add cashup summary view modal

Bug-26172-Add-cashup-summary-view-modal.patch (text/plain), 8.99 KB, created by Martin Renvoize (ashimema) on 2020-10-14 16:16:26 UTC

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Creator: Martin Renvoize (ashimema)

Created: 2020-10-14 16:16:26 UTC

Size: 8.99 KB

patch

obsolete

>From 1fd11c24f43de600faf1d8b0b6ce59887ce283cc Mon Sep 17 00:00:00 2001
>From: Martin Renvoize <martin.renvoize@ptfs-europe.com>
>Date: Fri, 7 Aug 2020 10:15:20 +0100
>Subject: [PATCH] Bug 26172: Add cashup summary view modal
>
>This patch adds a cashup summary modal to the register details page.
>
>Test plan
>1/ Enable Cash Registers and Point of Sale
>2/ Enable some debit_types as 'Sale items'
>3/ Perform a series of transactions
>4/ Perform a 'Cashup' on the register
>5/ Note the new '(Summary)' link next to the last cashup on the register
>page.
>6/ Click the link and confirm the modal contains the pertinent
>information
>
>Signed-off-by: Sally <sally.healey@cheshiresharedservices.gov.uk>
>---
> Koha/Cash/Register/Action.pm                  | 116 ++++++++++++++++++
> .../prog/en/modules/pos/register.tt           |  59 ++++++++-
> 2 files changed, 174 insertions(+), 1 deletion(-)
>
>diff --git a/Koha/Cash/Register/Action.pm b/Koha/Cash/Register/Action.pm
>index f9e0aae77d..23b9f6ffb3 100644
>--- a/Koha/Cash/Register/Action.pm
>+++ b/Koha/Cash/Register/Action.pm
>@@ -48,6 +48,122 @@ sub manager {
>     return Koha::Patron->_new_from_dbic($rs);
> }
> 
>+=head3 register
>+
>+Return the register linked to this cash register::action
>+
>+=cut
>+
>+sub register {
>+    my ($self) = @_;
>+    my $rs = $self->_result->register;
>+    return unless $rs;
>+    return Koha::Cash::Register->_new_from_dbic($rs);
>+}
>+
>+=head3 cashup_summary
>+
>+  my $cashup_summary = $action->cashup_summary;
>+
>+Return a hashref containing a summary of transactions that make up this cashup action.
>+
>+=cut
>+
>+sub cashup_summary {
>+    my ($self) = @_;
>+    my $summary;
>+    my $prior_cashup = Koha::Cash::Register::Actions->search(
>+        {
>+            'code'      => 'CASHUP',
>+            'timestamp' => { '<' => $self->timestamp },
>+            register_id => $self->register_id
>+        },
>+        {
>+            order_by => { '-desc' => [ 'timestamp', 'id' ] },
>+            rows     => 1
>+        }
>+    );
>+
>+    my $previous = $prior_cashup->single;
>+
>+    my $conditions =
>+      $previous
>+      ? {
>+        'date' => {
>+            '-between' =>
>+              [ $previous->_result->get_column('timestamp'), $self->timestamp ]
>+        }
>+      }
>+      : { 'date' => { '<' => $self->timestamp } };
>+
>+    my $outgoing_transactions = $self->register->accountlines->search(
>+        { %{$conditions}, credit_type_code => undef },
>+        { select => 'accountlines_id' } );
>+    my $income_transactions = $self->register->accountlines->search(
>+        { %{$conditions}, debit_type_code => undef },
>+        { select => 'accountlines_id' } );
>+
>+    my $income_summary = Koha::Account::Offsets->search(
>+        {
>+            'me.credit_id' =>
>+              { '-in' => $income_transactions->_resultset->as_query },
>+            'me.debit_id' => { '!=' => undef }
>+        },
>+        {
>+            join     => { 'debit' => 'debit_type_code' },
>+            group_by => [ 'debit.debit_type_code', 'debit_type_code.description' ],
>+            'select' => [ { sum => 'me.amount' }, 'debit.debit_type_code', 'debit_type_code.description' ],
>+            'as'     => [ 'total', 'debit_type_code', 'debit_description' ],
>+        }
>+    );
>+
>+    my $outgoing_summary = Koha::Account::Offsets->search(
>+        {
>+            'me.debit_id' =>
>+              { '-in' => $outgoing_transactions->_resultset->as_query },
>+            'me.credit_id' => { '!=' => undef }
>+        },
>+        {
>+            join     => { 'credit' => 'credit_type_code' },
>+            group_by => [ 'credit.credit_type_code', 'credit_type_code.description' ],
>+            'select' => [ { sum => 'me.amount' }, 'credit.credit_type_code', 'credit_type_code.description' ],
>+            'as'     => [ 'total', 'credit_type_code', 'credit_description' ],
>+        }
>+    );
>+
>+    my @income = map {
>+        {
>+            total           => $_->get_column('total'),
>+            debit_type_code => $_->get_column('debit_type_code'),
>+            debit_type      => { description => $_->get_column('debit_description') }
>+        }
>+    } $income_summary->as_list;
>+    my @outgoing = map {
>+        {
>+            total            => $_->get_column('total'),
>+            credit_type_code => $_->get_column('credit_type_code'),
>+            credit_type      => { description => $_->get_column('credit_description') }
>+        }
>+    } $outgoing_summary->as_list;
>+    $summary = {
>+        from_date => $previous ? $previous->timestamp : undef,
>+        to_date   => $self->timestamp,
>+        income    => \@income,
>+        outgoing  => \@outgoing,
>+        total     => ( $outgoing_transactions->total * -1 ) +
>+          ( $income_transactions->total * -1 ),
>+        bankable => (
>+            $outgoing_transactions->search( { payment_type => 'CASH' } )
>+              ->total * -1
>+        ) + (
>+            $income_transactions->search( { payment_type => 'CASH' } )->total *
>+              -1
>+        )
>+    };
>+
>+    return $summary;
>+}
>+
> =head2 Internal methods
> 
> =cut
>diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/pos/register.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/pos/register.tt
>index 6970d1d6cc..9003e3ffd6 100644
>--- a/koha-tmpl/intranet-tmpl/prog/en/modules/pos/register.tt
>+++ b/koha-tmpl/intranet-tmpl/prog/en/modules/pos/register.tt
>@@ -59,7 +59,8 @@
>             <h2>Summary</h2>
>             <ul>
>                 [% IF register.last_cashup %]
>-                <li>Last cashup: [% register.last_cashup.timestamp | $KohaDates with_hours => 1 %]</li>
>+                <li>Last cashup: [% register.last_cashup.timestamp | $KohaDates with_hours => 1 %] (<a data-toggle="modal" href="#cashupSummaryModal" class="button">Summary</a>)</li>
>+
>                 [% END %]
>                 <li>Float: [% register.starting_float | $Price %]</li>
>                 <li>Total income (cash): [% accountlines.credits_total * -1 | $Price %] ([% accountlines.credits_total(payment_type => 'CASH') * -1 | $Price %])</li>
>@@ -303,6 +304,62 @@
>         </form> 
>     </div> 
> 
>+    
>+    [% IF register.last_cashup %]
>+    <div class="modal" id="cashupSummaryModal" tabindex="-1" role="dialog" aria-labelledby="cashupSummaryLabel">
>+        <div class="modal-dialog" role="document">
>+            <div class="modal-content">
>+                <div class="modal-header">
>+                    <button type="button" class="closebtn" data-dismiss="modal" aria-label="Close"><span aria-hidden="true">&times;</span></button>
>+                    <h4 class="modal-title" id="cashupSummaryLabel">Cashup summary</h4>
>+                </div>
>+                <div class="modal-body">
>+                    <ul>
>+                        <li>Cash register: [% register.description | html %]</li>
>+                        <li>Period: [% register.last_cashup.cashup_summary.from_date | $KohaDates with_hours => 1 %] to [% register.last_cashup.cashup_summary.to_date | $KohaDates with_hours => 1 %]</li>
>+                    </ul>
>+                    <table>
>+                        <thead>
>+                            <tr>
>+                                <th>Type</th>
>+                                <th>Total</th>
>+                            </tr>
>+                        </thead>
>+                        <tbody>
>+                            [%- FOREACH out IN register.last_cashup.cashup_summary.outgoing -%]
>+                            <tr>
>+                                <td>[%- PROCESS account_type_description account=out -%]</td>
>+                                <td>[% out.total * -1 | $Price %]</td>
>+                            </tr>
>+                            [%- END -%]
>+                            [%- FOREACH in IN register.last_cashup.cashup_summary.income -%]
>+                            <tr>
>+                                <td>[%- PROCESS account_type_description account=in -%]</td>
>+                                <td>[% in.total * -1 | $Price %]</td>
>+                            </tr>
>+                            [%- END -%]
>+                        </tbody>
>+                        <tfoot>
>+                            <tr>
>+                                <td>Total</td>
>+                                <td>[% register.last_cashup.cashup_summary.total | $Price %]</td>
>+                            </tr>
>+                            <tr>
>+                                <td>Bankable</td>
>+                                <td>[% register.last_cashup.cashup_summary.bankable | $Price %]</td>
>+                            </tr>
>+
>+                        </tfoot>
>+                    </table>
>+                </div> 
>+                <div class="modal-footer">
>+                    <button type="button" class="btn btn-default" data-dismiss="modal">Close</button>
>+                </div> 
>+            </div> 
>+        </div> 
>+    </div> 
>+    [% END %]
>+
> [% MACRO jsinclude BLOCK %]
>     [% INCLUDE 'datatables.inc' %]
>     [% Asset.js("lib/jquery/plugins/rowGroup/dataTables.rowGroup.min.js") | $raw %]
>-- 
>2.20.1

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